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Anheuser-Busch Inbev-Spn ADR (BUD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Fisher Asset Management, LLC
INCREASED
Shares12,688,001 from 12,452,441
Change+235,560 (+2%)
Value$932.2M (-$93.9M)
Filed 2026-11-06
Davenport & Co LLC
DECREASED
Shares1,551,224 from 1,574,733
Change-23,509 (-1%)
Value$114.3M (-$16.1M)
Filed 2026-10-14
Seafarer Capital Partners, LLC
UNCHANGED
Shares1,034,000 from 1,034,000
Change0 (0%)
Value$76.0M (-$9.2M)
Filed 2026-11-05
Douglas Lane & Associates, LLC
DECREASED
Shares535,313 from 695,036
Change-159,723 (-23%)
Value$39.3M (-$17.9M)
Filed 2026-10-09
Penn Davis Mcfarland Inc
DECREASED
Shares480,416 from 483,439
Change-3,023 (-1%)
Value$35.3M (-$4.5M)
Filed 2026-10-23
Creative Planning
INCREASED
Shares252,371 from 224,061
Change+28,310 (+13%)
Value$18.5M (+$79.0K)
Filed 2026-11-02
Everett Harris & Co
INCREASED
Shares242,134 from 240,911
Change+1,223 (+1%)
Value$17.8M (-$2.1M)
Filed 2026-10-28
Thompson Siegel & Walmsley LLC
INCREASED
Shares175,349 from 174,999
Change+350 (+0%)
Value$12.9M (-$1.5M)
Filed 2026-11-05
LPL Financial LLC
DECREASED
Shares169,580 from 178,422
Change-8,842 (-5%)
Value$12.5M (-$2.2M)
Filed 2026-11-06
Vise Technologies, Inc.
INCREASED
Shares126,758 from 116,502
Change+10,256 (+9%)
Value$9.3M (-$286.9K)
Filed 2026-10-29
Dimensional Fund Advisors LP
INCREASED
Shares126,105 from 125,074
Change+1,031 (+1%)
Value$9.3M (-$1.0M)
Filed 2026-11-04
Commonwealth Equity Services, LLC
INCREASED
Shares90,327 from 86,271
Change+4,056 (+5%)
Value$6.6M (-$472.4K)
Filed 2026-11-02
Empire Life Investments Inc.
INCREASED
Shares88,696 from 72,616
Change+16,080 (+22%)
Value$6.5M (+$532.9K)
Filed 2026-11-06
Ethic Inc.
INCREASED
Shares88,665 from 86,555
Change+2,110 (+2%)
Value$6.5M (-$617.9K)
Filed 2026-11-03
Great Lakes Advisors, LLC
DECREASED
Shares79,820 from 116,957
Change-37,137 (-32%)
Value$5.9M (-$3.8M)
Filed 2026-11-06
Barclays PLC
DECREASED
Shares73,370 from 159,592
Change-86,222 (-54%)
Value$5.4M (-$7.8M)
Filed 2026-11-06
TD Waterhouse Canada Inc.
INCREASED
Shares72,988 from 71,329
Change+1,659 (+2%)
Value$5.3M (-$387.7K)
Filed 2026-10-16
Bank of New York Mellon Corp
INCREASED
Shares72,893 from 72,124
Change+769 (+1%)
Value$5.4M (-$587.6K)
Filed 2026-11-05
US Bancorp \de\
DECREASED
Shares62,441 from 161,390
Change-98,949 (-61%)
Value$4.6M (-$8.7M)
Filed 2026-11-05
Assetmark, Inc
INCREASED
Shares62,094 from 55,722
Change+6,372 (+11%)
Value$4.6M (-$29.4K)
Filed 2026-10-21
Greenwood Capital Associates LLC
INCREASED
Shares52,503 from 52,223
Change+280 (+1%)
Value$3.9M (-$445.8K)
Filed 2026-10-27
ASO Group Ltd
INCREASED
Shares47,492 from 25,349
Change+22,143 (+87%)
Value$3.5M (+$1.4M)
Filed 2026-11-05
Buttonwood Financial Advisors Inc.
DECREASED
Shares37,818 from 38,802
Change-984 (-3%)
Value$2.8M (-$418.8K)
Filed 2026-10-13
Carrera Capital Advisors
INCREASED
Shares35,346 from 30,296
Change+5,050 (+17%)
Value$2.6M (+$100.5K)
Filed 2026-11-03
Russell Investments Group, Ltd.
DECREASED
Shares34,709 from 44,487
Change-9,778 (-22%)
Value$2.6M (-$1.1M)
Filed 2026-11-06
Choreo, LLC
INCREASED
Shares32,294 from 32,276
Change+18 (+0%)
Value$2.4M (-$287.2K)
Filed 2026-10-28
Jcic Asset Management Inc.
INCREASED
Shares31,221 from 31,095
Change+126 (+0%)
Value$2.3M (+$136.7K)
Filed 2026-10-30
Quadrant Capital Group LLC
INCREASED
Shares31,091 from 29,895
Change+1,196 (+4%)
Value$2.4M (-$19.0K)
Filed 2026-10-20
Atria Investments, Inc
INCREASED
Shares29,290 from 20,138
Change+9,152 (+45%)
Value$2.2M (+$492.6K)
Filed 2026-10-15
Citigroup Inc
DECREASED
Shares29,041 from 104,901
Change-75,860 (-72%)
Value$2.1M (-$6.5M)
Filed 2026-11-04
ARQ Wealth Advisors, LLC
DECREASED
Shares28,355 from 32,815
Change-4,460 (-14%)
Value$2.1M (-$643.0K)
Filed 2026-10-29
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares26,702 from 28,324
Change-1,622 (-6%)
Value$2.1M (-$187.9K)
Filed 2026-10-13
Great Lakes Retirement, Inc.
INCREASED
Shares26,468 from 26,195
Change+273 (+1%)
Value$1.9M (-$213.8K)
Filed 2026-10-26
Truist Financial Corp
INCREASED
Shares25,185 from 25,120
Change+65 (+0%)
Value$1.9M (-$219.5K)
Filed 2026-10-30
Evergreen Capital Management LLC
INCREASED
Shares24,898 from 22,261
Change+2,637 (+12%)
Value$1.8M (-$5.1K)
Filed 2026-10-23
Kestra Advisory Services, LLC
INCREASED
Shares24,340 from 19,931
Change+4,409 (+22%)
Value$1.8M (+$145.9K)
Filed 2026-11-02
Signaturefd, LLC
INCREASED
Shares24,184 from 22,601
Change+1,583 (+7%)
Value$1.8M (-$85.6K)
Filed 2026-10-23
MacKenzie Financial Corp
INCREASED
Shares23,718 from 18,531
Change+5,187 (+28%)
Value$1.7M (+$215.6K)
Filed 2026-11-02
Park Avenue Securities LLC
DECREASED
Shares22,865 from 24,508
Change-1,643 (-7%)
Value$1.7M (-$339.0K)
Filed 2026-10-26
Merit Financial Group, LLC
INCREASED
Shares22,533 from 20,965
Change+1,568 (+7%)
Value$1.7M (-$72.1K)
Filed 2026-11-06
Highland Capital Management, LLC
DECREASED
Shares22,415 from 23,400
Change-985 (-4%)
Value$1.6M (-$281.3K)
Filed 2026-10-26
Ritholtz Wealth Management
INCREASED
Shares22,320 from 21,711
Change+609 (+3%)
Value$1.6M (-$149.1K)
Filed 2026-11-05
Thrivent Financial for Lutherans
DECREASED
Shares21,679 from 25,142
Change-3,463 (-14%)
Value$1.6M (-$480.0K)
Filed 2026-11-05
Outfitters Financial LLC
DECREASED
Shares21,370 from 21,375
Change-5 (0%)
Value$1.6M (-$191.2K)
Filed 2026-10-23
PNC Financial Services Group, Inc.
INCREASED
Shares20,963 from 20,777
Change+186 (+1%)
Value$1.5M (-$171.8K)
Filed 2026-11-06
Compound Planning, Inc.
INCREASED
Shares20,480 from 20,052
Change+428 (+2%)
Value$1.5M (-$147.6K)
Filed 2026-11-05
Oppenheimer Asset Management Inc.
DECREASED
Shares19,945 from 20,011
Change-66 (0%)
Value$1.5M (-$183.5K)
Filed 2026-10-27
Crossmark Global Holdings, Inc.
DECREASED
Shares19,158 from 19,996
Change-838 (-4%)
Value$1.4M (-$240.1K)
Filed 2026-10-21
Caldwell Trust Co
INCREASED
Shares19,019 from 16,205
Change+2,814 (+17%)
Value$1.4M (+$62.0K)
Filed 2026-10-30
Savoir Faire Capital Management, L.P.
INCREASED
Shares18,389 from 17,708
Change+681 (+4%)
Value$1.4M (-$108.1K)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares17,587 from 27,583
Change-9,996 (-36%)
Value$1.3M (-$981.0K)
Filed 2026-11-02
Allspring Global Investments Holdings, LLC
INCREASED
Shares16,770 from 16,162
Change+608 (+4%)
Value$1.2M (-$72.5K)
Filed 2026-11-04
Citadel Investment Advisory, Inc.
DECREASED
Shares16,070 from 16,383
Change-313 (-2%)
Value$1.2M (-$169.0K)
Filed 2026-10-15
Lebenthal Global Advisors, LLC
INCREASED
Shares15,692 from 15,157
Change+535 (+4%)
Value$1.2M (-$96.0K)
Filed 2026-10-28
Hilltop National Bank
INCREASED
Shares14,838 from 14,834
Change+4 (+0%)
Value$1.1M (-$132.2K)
Filed 2026-10-14
Aaron Wealth Advisors LLC
DECREASED
Shares13,783 from 14,559
Change-776 (-5%)
Value$1.0M (-$187.0K)
Filed 2026-10-13
HB Wealth Management, LLC
INCREASED
Shares13,775 from 8,841
Change+4,934 (+56%)
Value$1.0M (+$283.5K)
Filed 2026-10-23
Cullen T Bankers, Inc.
DECREASED
Shares12,866 from 13,562
Change-696 (-5%)
Value$945.3K (-$172.2K)
Filed 2026-10-28
Savant Capital, LLC
INCREASED
Shares12,771 from 7,495
Change+5,276 (+70%)
Value$938.2K (+$319.0K)
Filed 2026-11-06
Profund Advisors LLC
INCREASED
Shares12,588 from 11,234
Change+1,354 (+12%)
Value$924.8K (-$842)
Filed 2026-10-29
Persium Advisors, LLC
INCREASED
Shares12,365 from 11,990
Change+375 (+3%)
Value$908.5K (-$79.5K)
Filed 2026-10-07
Founders Financial Securities LLC
DECREASED
Shares11,739 from 11,876
Change-137 (-1%)
Value$862.5K (-$116.1K)
Filed 2026-10-28
D.A. Davidson & Co.
DECREASED
Shares11,715 from 12,192
Change-477 (-4%)
Value$860.7K (-$143.9K)
Filed 2026-10-28
Miller Global Investments, LLC
DECREASED
Shares11,447 from 11,449
Change-2 (0%)
Value$841.0K (-$102.4K)
Filed 2026-10-02
Concurrent Investment Advisors, LLC
INCREASED
Shares11,081 from 8,163
Change+2,918 (+36%)
Value$814.1K (+$141.5K)
Filed 2026-10-16
Culbertson A N & Co Inc
NEW
Shares10,865
Change+10,865
Value$798.3K
Filed 2026-10-21
Keybank National Association
INCREASED
Shares10,741 from 10,450
Change+291 (+3%)
Value$789.1K (-$71.9K)
Filed 2026-11-04
Kestra Private Wealth Services, LLC
INCREASED
Shares10,573 from 10,124
Change+449 (+4%)
Value$776.8K (-$57.4K)
Filed 2026-11-06
Versant Capital Management, Inc
INCREASED
Shares9,988 from 9,833
Change+155 (+2%)
Value$733.8K (-$76.4K)
Filed 2026-10-02
Frank, Rimerman Advisors LLC
DECREASED
Shares9,665 from 9,667
Change-2 (0%)
Value$710.1K (-$86.5K)
Filed 2026-10-16
Compass Wealth Management LLC
DECREASED
Shares9,494 from 9,794
Change-300 (-3%)
Value$697.5K (-$109.5K)
Filed 2026-10-22
Manske Wealth Management
DECREASED
Shares9,263 from 9,563
Change-300 (-3%)
Value$680.6K (-$107.4K)
Filed 2026-10-26
Abel Hall, LLC
INCREASED
Shares9,197 from 9,178
Change+19 (+0%)
Value$675.7K (-$80.6K)
Filed 2026-10-19
May Hill Capital, LLC
INCREASED
Shares8,575 from 7,375
Change+1,200 (+16%)
Value$630.0K (+$22.3K)
Filed 2026-11-03
Michels Family Financial, LLC
DECREASED
Shares8,435 from 8,626
Change-191 (-2%)
Value$619.7K (-$91.1K)
Filed 2026-11-02
Dynamic Advisor Solutions LLC
INCREASED
Shares8,396 from 3,302
Change+5,094 (+154%)
Value$616.9K (+$344.8K)
Filed 2026-10-13
Central Pacific Bank - Trust Division
DECREASED
Shares8,305 from 8,900
Change-595 (-7%)
Value$610.2K (-$123.2K)
Filed 2026-10-06
Perigon Wealth Management, LLC
INCREASED
Shares8,244 from 3,410
Change+4,834 (+142%)
Value$605.7K (+$324.7K)
Filed 2026-10-22
Parallel Advisors, LLC
DECREASED
Shares7,899 from 8,240
Change-341 (-4%)
Value$580.3K (-$98.6K)
Filed 2026-11-03
TBH Global Asset Management, LLC
UNCHANGED
Shares7,791 from 7,791
Change0 (0%)
Value$572.4K (-$69.6K)
Filed 2026-11-03
GC Wealth Management RIA, LLC
DECREASED
Shares7,786 from 8,146
Change-360 (-4%)
Value$572.0K (-$99.2K)
Filed 2026-11-02
Florida Trust Wealth Management Co
INCREASED
Shares7,422 from 6,210
Change+1,212 (+20%)
Value$545.3K (+$33.6K)
Filed 2026-11-05
Eagle Rock Investment Company, LLC
INCREASED
Shares7,369 from 6,875
Change+494 (+7%)
Value$541.4K (-$25.1K)
Filed 2026-10-21
Lido Advisors, LLC
INCREASED
Shares7,334 from 6,251
Change+1,083 (+17%)
Value$538.9K (+$23.8K)
Filed 2026-11-04
Lester Murray Antman dba SimplyRich
INCREASED
Shares7,217 from 5,156
Change+2,061 (+40%)
Value$530.2K (+$106.2K)
Filed 2026-11-06
StoneX Group Inc.
INCREASED
Shares6,336 from 3,137
Change+3,199 (+102%)
Value$512.0K (+$253.5K)
Filed 2026-11-03
Farther Finance Advisors, LLC
INCREASED
Shares6,249 from 5,363
Change+886 (+17%)
Value$459.1K (+$16.3K)
Filed 2026-10-08
Prospera Financial Services Inc
DECREASED
Shares5,993 from 12,070
Change-6,077 (-50%)
Value$482.1K (-$512.9K)
Filed 2026-11-04
R Squared Ltd
INCREASED
Shares5,870 from 2,857
Change+3,013 (+105%)
Value$431.3K (+$195.9K)
Filed 2026-11-06
Glenview Trust Co
INCREASED
Shares5,818 from 5,805
Change+13 (+0%)
Value$427.4K (-$50.9K)
Filed 2026-10-28
Old North State Wealth Management, LLC
DECREASED
Shares5,767 from 6,805
Change-1,038 (-15%)
Value$423.9K (-$137.1K)
Filed 2026-10-22
Sagespring Wealth Partners, LLC
DECREASED
Shares5,754 from 5,958
Change-204 (-3%)
Value$422.7K (-$68.2K)
Filed 2026-10-22
Excalibur Management Corp
INCREASED
Shares5,724 from 5,674
Change+50 (+1%)
Value$420.5K (-$47.0K)
Filed 2026-11-02
PFG Private Wealth Management, LLC
INCREASED
Shares5,696 from 4,844
Change+852 (+18%)
Value$418.5K (+$19.4K)
Filed 2026-10-15
Marks Group Wealth Management, Inc
DECREASED
Shares5,582 from 7,789
Change-2,207 (-28%)
Value$410.1K (-$231.7K)
Filed 2026-11-05
Integrity Advisory Solutions, LLC
INCREASED
Shares5,533 from 5,325
Change+208 (+4%)
Value$406.5K (-$32.3K)
Filed 2026-10-29
Xponance LLC
INCREASED
Shares5,508 from 5,106
Change+402 (+8%)
Value$404.7K (-$16.1K)
Filed 2026-11-03
Five Oceans Advisors
DECREASED
Shares5,451 from 6,133
Change-682 (-11%)
Value$400.5K (-$104.9K)
Filed 2026-10-22
Kathmere Capital Management, LLC
INCREASED
Shares5,403 from 5,048
Change+355 (+7%)
Value$397.0K (-$19.0K)
Filed 2026-10-20
Portside Wealth Group, LLC
DECREASED
Shares5,231 from 6,246
Change-1,015 (-16%)
Value$384.3K (-$130.3K)
Filed 2026-10-20
Ascent Group, LLC
DECREASED
Shares5,140 from 5,438
Change-298 (-5%)
Value$377.7K (-$70.5K)
Filed 2026-10-30
American Assets Inc
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$367.4K (-$44.7K)
Filed 2026-10-30
Valeo Financial Advisors, LLC
INCREASED
Shares4,923 from 4,323
Change+600 (+14%)
Value$361.7K (+$5.5K)
Filed 2026-10-08
Avidian Wealth Enterprises, LLC
DECREASED
Shares4,892 from 5,409
Change-517 (-10%)
Value$359.4K (-$86.3K)
Filed 2026-10-08
Apollon Wealth Management, LLC
INCREASED
Shares4,876 from 4,718
Change+158 (+3%)
Value$358.2K (-$30.5K)
Filed 2026-10-23
Brucke Financial, Inc.
DECREASED
Shares4,837 from 5,914
Change-1,077 (-18%)
Value$355.4K (-$131.9K)
Filed 2026-10-23
Resonant Capital Advisors, LLC
INCREASED
Shares4,836 from 4,614
Change+222 (+5%)
Value$355.3K (-$24.9K)
Filed 2026-10-15
PDS Planning, Inc
INCREASED
Shares4,823 from 4,798
Change+25 (+1%)
Value$354.3K (-$41.0K)
Filed 2026-11-03
First Affirmative Financial Network
NEW
Shares4,785
Change+4,785
Value$351.5K
Filed 2026-10-21
Moors & Cabot, Inc.
INCREASED
Shares4,776 from 4,249
Change+527 (+12%)
Value$350.9K (+$771)
Filed 2026-11-06
Gamma Investing LLC
INCREASED
Shares4,724 from 4,370
Change+354 (+8%)
Value$347.1K (-$13.0K)
Filed 2026-10-08
Anchyra Partners LLC
INCREASED
Shares4,684 from 3,801
Change+883 (+23%)
Value$344.1K (+$30.9K)
Filed 2026-10-13
SmartHarvest Portfolios, LLC
INCREASED
Shares4,638 from 4,414
Change+224 (+5%)
Value$340.8K (-$23.0K)
Filed 2026-10-26
OpenArc Corporate Advisory, LLC
INCREASED
Shares4,519 from 2,785
Change+1,734 (+62%)
Value$332.0K (+$102.5K)
Filed 2026-10-21
Chicago Trust Co NA
DECREASED
Shares4,429 from 4,884
Change-455 (-9%)
Value$325.4K (-$77.0K)
Filed 2026-10-28
Narwhal Capital Management
DECREASED
Shares4,416 from 4,420
Change-4 (0%)
Value$324.4K (-$39.8K)
Filed 2026-11-04
Gibbs Wealth Management
INCREASED
Shares4,353 from 4,299
Change+54 (+1%)
Value$319.9K (-$34.4K)
Filed 2026-10-22
Sterling Capital Management LLC
DECREASED
Shares4,337 from 4,348
Change-11 (0%)
Value$318.6K (-$39.6K)
Filed 2026-10-22
Wedbush Securities Inc
NEW
Shares4,127
Change+4,127
Value$303.0K
Filed 2026-10-22
FSM Wealth Advisors, LLC
DECREASED
Shares4,101 from 4,111
Change-10 (0%)
Value$317.5K (-$21.3K)
Filed 2026-10-27
626 Financial, LLC
DECREASED
Shares4,067 from 4,315
Change-248 (-6%)
Value$298.8K (-$56.8K)
Filed 2026-11-04
Gratus Wealth Advisors, LLC
INCREASED
Shares3,900 from 3,733
Change+167 (+4%)
Value$286.5K (-$21.1K)
Filed 2026-10-26
Axxcess Wealth Management, LLC
NEW
Shares3,817
Change+3,817
Value$280.4K
Filed 2026-10-21
EverSource Wealth Advisors, LLC
INCREASED
Shares3,779 from 3,248
Change+531 (+16%)
Value$277.6K (+$10.0K)
Filed 2026-11-04
Diversify Advisory Services, LLC
DECREASED
Shares3,769 from 4,188
Change-419 (-10%)
Value$306.3K (-$32.3K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares3,769 from 4,188
Change-419 (-10%)
Value$306.3K (-$32.3K)
Filed 2026-10-20
Clearstead Advisors, LLC
INCREASED
Shares3,762 from 3,507
Change+255 (+7%)
Value$276.3K (-$12.7K)
Filed 2026-11-06
Aprio Wealth Management, LLC
INCREASED
Shares3,729 from 3,724
Change+5 (+0%)
Value$274.0K (-$32.9K)
Filed 2026-10-28
Trek Financial, LLC
INCREASED
Shares3,719 from 3,653
Change+66 (+2%)
Value$273.2K (-$27.8K)
Filed 2026-10-29
Gallacher Capital Management LLC
DECREASED
Shares3,713 from 6,486
Change-2,773 (-43%)
Value$272.8K (-$261.7K)
Filed 2026-10-30
HUB Investment Partners, LLC
INCREASED
Shares3,709 from 2,775
Change+934 (+34%)
Value$272.5K (+$43.8K)
Filed 2026-11-03
Cerro Pacific Wealth Advisors LLC
INCREASED
Shares3,635 from 3,180
Change+455 (+14%)
Value$267.0K (+$5.0K)
Filed 2026-10-22
Prime Capital Investment Advisors, LLC
INCREASED
Shares3,615 from 3,282
Change+333 (+10%)
Value$265.6K (-$4.8K)
Filed 2026-10-20
Alhambra Investment Management LLC
INCREASED
Shares3,549 from 3,519
Change+30 (+1%)
Value$260.8K (-$29.2K)
Filed 2026-10-15
Oppenheimer & Co Inc
INCREASED
Shares3,523 from 3,448
Change+75 (+2%)
Value$258.8K (-$25.3K)
Filed 2026-10-26
Larson Financial Group LLC
INCREASED
Shares3,493 from 3,412
Change+81 (+2%)
Value$256.6K (-$24.5K)
Filed 2026-11-05
Brighton Jones LLC
DECREASED
Shares3,439 from 3,532
Change-93 (-3%)
Value$252.6K (-$38.4K)
Filed 2026-11-03
AM Investment Strategies LLC
DECREASED
Shares3,376 from 3,559
Change-183 (-5%)
Value$248.0K (-$45.0K)
Filed 2026-11-05
MGO One Seven LLC
DECREASED
Shares3,368 from 4,012
Change-644 (-16%)
Value$247.4K (-$83.2K)
Filed 2026-10-28
Titleist Asset Management, LLC
INCREASED
Shares3,362 from 3,305
Change+57 (+2%)
Value$247.0K (-$25.6K)
Filed 2026-10-08
Carter Financial Group, Inc.
NEW
Shares3,316
Change+3,316
Value$243.6K
Filed 2026-10-21
Quintet Private Bank (Europe) S.A.
UNCHANGED
Shares3,290 from 3,290
Change0 (0%)
Value$241.7K (-$29.4K)
Filed 2026-10-08
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares3,288 from 3,263
Change+25 (+1%)
Value$241.6K (-$27.3K)
Filed 2026-10-27
Sage Rhino Capital LLC
DECREASED
Shares3,253 from 3,380
Change-127 (-4%)
Value$239.0K (-$39.5K)
Filed 2026-10-28
Elevation Point Wealth Partners, LLC
INCREASED
Shares3,246 from 2,970
Change+276 (+9%)
Value$238.5K (-$6.2K)
Filed 2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares3,192 from 2,647
Change+545 (+21%)
Value$234.5K (+$16.4K)
Filed 2026-10-27
Principle Wealth Partners LLC
INCREASED
Shares3,117 from 3,115
Change+2 (+0%)
Value$229.0K (-$27.7K)
Filed 2026-11-02
Signature Estate & Investment Advisors LLC
INCREASED
Shares3,099 from 2,936
Change+163 (+6%)
Value$227.7K (-$13.7K)
Filed 2026-10-13
Greenleaf Trust
DECREASED
Shares3,080 from 3,905
Change-825 (-21%)
Value$226.3K (-$95.5K)
Filed 2026-10-29
Allworth Financial LP
INCREASED
Shares3,051 from 2,806
Change+245 (+9%)
Value$251.4K (+$20.2K)
Filed 2026-11-06
55 North Private Wealth, LLC
INCREASED
Shares3,005 from 2,897
Change+108 (+4%)
Value$220.8K (-$17.9K)
Filed 2026-10-20
Uhlmann Price Securities, LLC
NEW
Shares3,000
Change+3,000
Value$220.4K
Filed 2026-11-03
Eddie Patel Inc
INCREASED
Shares2,974 from 2,886
Change+88 (+3%)
Value$218.5K (-$19.4K)
Filed 2026-11-02
Family Capital Management, Inc.
INCREASED
Shares2,898 from 2,831
Change+67 (+2%)
Value$212.9K (-$20.3K)
Filed 2026-11-03
Yelin Lapidot Holdings Management Ltd.
UNCHANGED
Shares2,780 from 2,780
Change0 (0%)
Value$204.2K (-$24.8K)
Filed 2026-10-26
Hazlett, Burt & Watson, Inc.
DECREASED
Shares2,772 from 3,072
Change-300 (-10%)
Value$101.1K (-$110.9K)
Filed 2026-11-04
Fairvoy Private Wealth, LLC
DECREASED
Shares2,739 from 2,749
Change-10 (0%)
Value$201.2K (-$25.3K)
Filed 2026-10-19
Private Trust Co NA
INCREASED
Shares2,616 from 1,855
Change+761 (+41%)
Value$192.2K (+$39.3K)
Filed 2026-10-20
Roman Butler Fullerton & Co
NEW
Shares2,438
Change+2,438
Value$202.0K
Filed 2026-10-27
Rosenberg Matthew Hamilton
UNCHANGED
Shares2,065 from 2,065
Change0 (0%)
Value$151.7K (-$18.4K)
Filed 2026-10-05
Pittenger & Anderson Inc
UNCHANGED
Shares2,050 from 2,050
Change0 (0%)
Value$150.6K (-$18.3K)
Filed 2026-11-02
Ascentis Wealth Management, LLC
INCREASED
Shares1,745 from 1,655
Change+90 (+5%)
Value$128.2K (-$8.2K)
Filed 2026-11-03
Pflug Koory, LLC
UNCHANGED
Shares1,619 from 1,619
Change0 (0%)
Value$118.9K (-$14.5K)
Filed 2026-10-26
Root Financial Partners, LLC
NEW
Shares1,485
Change+1,485
Value$109.1K
Filed 2026-10-21
Golden State Wealth Management, LLC
DECREASED
Shares1,414 from 1,504
Change-90 (-6%)
Value$103.9K (-$20.1K)
Filed 2026-11-02
Fifth Third Bancorp
INCREASED
Shares1,408 from 1,035
Change+373 (+36%)
Value$103.4K (+$18.2K)
Filed 2026-11-05
Laurel Wealth Advisors LLC
NEW
Shares1,373
Change+1,373
Value$100.9K
Filed 2026-10-27
Richardson Financial Services Inc.
DECREASED
Shares1,331 from 1,689
Change-358 (-21%)
Value$97.8K (-$41.4K)
Filed 2026-10-30
Pinnacle Bancorp, Inc.
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$91.8K (-$11.2K)
Filed 2026-10-21
Silver Grove Financial Group, Inc.
DECREASED
Shares1,229 from 1,295
Change-66 (-5%)
Value$90.3K (-$16.4K)
Filed 2026-11-05
Cromwell Holdings LLC
UNCHANGED
Shares1,203 from 1,203
Change0 (0%)
Value$88.4K (-$10.7K)
Filed 2026-10-28
Trust Co of Toledo NA
UNCHANGED
Shares1,050 from 1,050
Change0 (0%)
Value$77.1K (-$9.4K)
Filed 2026-10-16
Banque de Luxembourg S.A.
UNCHANGED
Shares1,043 from 1,043
Change0 (0%)
Value$76.6K (-$9.3K)
Filed 2026-10-14
10Elms LLP
UNCHANGED
Shares1,042 from 1,042
Change0 (0%)
Value$76.6K (-$9.3K)
Filed 2026-11-06
Lanark Financial, Inc.
INCREASED
Shares1,040 from 677
Change+363 (+54%)
Value$76.4K (+$20.5K)
Filed 2026-10-26
IFP Advisors, Inc
INCREASED
Shares1,011 from 946
Change+65 (+7%)
Value$74.3K (-$3.7K)
Filed 2026-10-16
Grove Bank & Trust
UNCHANGED
Shares1,007 from 1,007
Change0 (0%)
Value$74.0K (-$9.0K)
Filed 2026-10-08
Central Trust Co
DECREASED
Shares1,003 from 1,053
Change-50 (-5%)
Value$73.7K (-$13.1K)
Filed 2026-11-05
Jnba Financial Advisors
INCREASED
Shares971 from 962
Change+9 (+1%)
Value$71.3K (-$7.9K)
Filed 2026-11-03
First Command Advisory Services, Inc.
INCREASED
Shares901 from 232
Change+669 (+288%)
Value$66.2K (+$47.1K)
Filed 2026-11-05
Owl Creek Wealth Partners LLC
INCREASED
Shares850 from 820
Change+30 (+4%)
Value$62.5K (-$5.1K)
Filed 2026-10-20
Westside Investment Management, Inc.
UNCHANGED
Shares818 from 818
Change0 (0%)
Value$60.1K (-$7.3K)
Filed 2026-11-02
UMB Bank, n.a.
DECREASED
Shares777 from 826
Change-49 (-6%)
Value$57.1K (-$11.0K)
Filed 2026-11-06
Salomon & Ludwin, LLC
UNCHANGED
Shares774 from 774
Change0 (0%)
Value$56.9K (-$5.2K)
Filed 2026-10-29
Arlington Trust Co LLC
UNCHANGED
Shares766 from 766
Change0 (0%)
Value$56.3K (-$6.8K)
Filed 2026-10-20
Mather Group, Llc.
DECREASED
Shares763 from 1,476
Change-713 (-48%)
Value$56.0K (-$65.6K)
Filed 2026-10-14
Parkside Financial Bank & Trust
INCREASED
Shares707 from 508
Change+199 (+39%)
Value$51.9K (+$10.1K)
Filed 2026-10-27
Hara Capital LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$51.4K (-$6.3K)
Filed 2026-10-30
James T. Borello RIA
DECREASED
Shares622 from 649
Change-27 (-4%)
Value$45.7K (-$7.8K)
Filed 2026-10-16
TD Private Client Wealth LLC
INCREASED
Shares574 from 486
Change+88 (+18%)
Value$42.2K (+$2.1K)
Filed 2026-10-28
First Horizon Corp
DECREASED
Shares569 from 588
Change-19 (-3%)
Value$41.8K (-$6.6K)
Filed 2026-10-26
Proathlete Wealth Management LLC
NEW
Shares568
Change+568
Value$41.7K
Filed 2026-10-15
Financial Consulate, Inc
DECREASED
Shares567 from 605
Change-38 (-6%)
Value$41.7K (-$8.2K)
Filed 2026-10-23
Birch Financial Group, LLC
NEW
Shares566
Change+566
Value$41.6K
Filed 2026-10-27
Provenance Wealth Advisors, LLC
NEW
Shares533
Change+533
Value$39.2K
Filed 2026-10-30
Rossby Financial, LCC
INCREASED
Shares494 from 320
Change+174 (+54%)
Value$36.3K (+$9.9K)
Filed 2026-11-05
Activest Wealth Management
UNCHANGED
Shares493 from 493
Change0 (0%)
Value$36.2K (-$4.4K)
Filed 2026-10-15
Mcdonald Partners LLC
UNCHANGED
Shares468 from 468
Change0 (0%)
Value$34.4K (-$4.2K)
Filed 2026-11-03
Bayforest Capital Ltd
INCREASED
Shares466 from 49
Change+417 (+851%)
Value$34.2K (+$30.2K)
Filed 2026-11-03
GHP Investment Advisors, Inc.
UNCHANGED
Shares466 from 466
Change0 (0%)
Value$34.2K (-$4.2K)
Filed 2026-10-15
Abound Wealth Management
DECREASED
Shares463 from 464
Change-1 (0%)
Value$34.0K (-$4.2K)
Filed 2026-10-26
Birchwood Financial Partners, Inc.
UNCHANGED
Shares403 from 403
Change0 (0%)
Value$29.6K (-$3.6K)
Filed 2026-11-02
Independence Bank of Kentucky
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$29.4K (-$3.6K)
Filed 2026-10-26
True Wealth Design, LLC
INCREASED
Shares347 from 330
Change+17 (+5%)
Value$25.5K (-$1.7K)
Filed 2026-10-13
Jacobi Capital Management LLC
NEW
Shares344
Change+344
Value$25.3K
Filed 2026-11-05
Bell Investment Advisors, Inc
UNCHANGED
Shares331 from 331
Change0 (0%)
Value$24.3K (-$3.0K)
Filed 2026-10-29
Virginia Estate & Retirement Planning Advisors Inc.
NEW
Shares316
Change+316
Value$23.2K
Filed 2026-10-14
Mondrian Investment Partners LTD
DECREASED
Shares310 from 327
Change-17 (-5%)
Value$25.7K (-$1.2K)
Filed 2026-10-23
Spire Wealth Management
UNCHANGED
Shares306 from 306
Change0 (0%)
Value$22.5K (-$2.7K)
Filed 2026-10-30
Wilmington Savings Fund Society, FSB
INCREASED
Shares300 from 200
Change+100 (+50%)
Value$22.0K (+$5.6K)
Filed 2026-10-23
Chung Wu Investment Group, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$22.0K (-$2.7K)
Filed 2026-11-03
Archer Investment Corp
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$22.0K (-$2.7K)
Filed 2026-11-05
Armstrong Advisory Group, Inc
UNCHANGED
Shares288 from 288
Change0 (0%)
Value$21.2K (-$2.6K)
Filed 2026-10-09
CoreCap Advisors, LLC
DECREASED
Shares270 from 595
Change-325 (-55%)
Value$19.8K (-$29.2K)
Filed 2026-10-08
Blue Trust, Inc.
DECREASED
Shares261 from 1,900
Change-1,639 (-86%)
Value$19.2K (-$137.4K)
Filed 2026-10-15
SRH Advisors, LLC
UNCHANGED
Shares259 from 259
Change0 (0%)
Value$19.0K (-$2.3K)
Filed 2026-10-22
Main Street Group, LTD
UNCHANGED
Shares256 from 256
Change0 (0%)
Value$18.8K (-$2.3K)
Filed 2026-10-28
Highline Wealth Partners LLC
INCREASED
Shares252 from 206
Change+46 (+22%)
Value$18.5K (+$1.5K)
Filed 2026-10-19
Ares Financial Consulting, LLC
UNCHANGED
Shares237 from 237
Change0 (0%)
Value$17.4K (-$2.1K)
Filed 2026-10-19
West Financial Advisors, LLC
NEW
Shares236
Change+236
Value$17.3K
Filed 2026-10-22
Country Trust Bank
UNCHANGED
Shares222 from 222
Change0 (0%)
Value$16.3K (-$2.0K)
Filed 2026-10-30
JFS Wealth Advisors, LLC
UNCHANGED
Shares214 from 214
Change0 (0%)
Value$15.7K (-$1.9K)
Filed 2026-11-03
Hilton Head Capital Partners, LLC
UNCHANGED
Shares206 from 206
Change0 (0%)
Value$15.1K (-$1.8K)
Filed 2026-10-23
Atwood & Palmer Inc
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$14.7K (-$1.8K)
Filed 2026-10-08
Hager Investment Management Services, LLC
DECREASED
Shares188 from 209
Change-21 (-10%)
Value$13.8K (-$3.4K)
Filed 2026-11-04
SJS Investment Consulting Inc.
UNCHANGED
Shares183 from 183
Change0 (0%)
Value$13.4K (-$1.6K)
Filed 2026-10-26
Asset Dedication, LLC
UNCHANGED
Shares162 from 162
Change0 (0%)
Value$11.9K (-$1.4K)
Filed 2026-11-03
Brown, Lisle Ings, Inc.
UNCHANGED
Shares161 from 161
Change0 (0%)
Value$11.8K (-$1.4K)
Filed 2026-10-16
Elevation Wealth Partners, LLC
UNCHANGED
Shares158 from 158
Change0 (0%)
Value$11.6K (-$1.4K)
Filed 2026-10-07
Signature Equity Partners, LLC
INCREASED
Shares150 from 135
Change+15 (+11%)
Value$11.0K (-$103)
Filed 2026-10-29
Physician Wealth Advisors, Inc.
INCREASED
Shares142 from 117
Change+25 (+21%)
Value$10.4K (+$792)
Filed 2026-10-20
Wealth Analytics Partners, LLC
NEW
Shares138
Change+138
Value$10.1K
Filed 2026-10-19
Nisa Investment Advisors, LLC
INCREASED
Shares135 from 131
Change+4 (+3%)
Value$9.9K (-$876)
Filed 2026-10-20
Triumph Capital Management
DECREASED
Shares133 from 162
Change-29 (-18%)
Value$9.8K (-$3.6K)
Filed 2026-10-14
Nfsg Corp
UNCHANGED
Shares133 from 133
Change0 (0%)
Value$9.7K (-$1.2K)
Filed 2026-10-15
J.Safra Asset Management Corp
DECREASED
Shares131 from 144
Change-13 (-9%)
Value$9.6K (-$2.2K)
Filed 2026-11-03
Costello Asset Management, Inc
UNCHANGED
Shares116 from 116
Change0 (0%)
Value$8.5K (-$1.0K)
Filed 2026-10-30
Elyxium Wealth, LLC
NEW
Shares115
Change+115
Value$8.5K
Filed 2026-10-27
Caitong International Asset Management Co., Ltd
DECREASED
Shares115 from 2,511
Change-2,396 (-95%)
Value$8.4K (-$198.5K)
Filed 2026-10-29
Essential Partners LLC
DECREASED
Shares114 from 127
Change-13 (-10%)
Value$8.4K (-$2.1K)
Filed 2026-10-14
Acumen Wealth Advisors, LLC
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$8.1K (-$982)
Filed 2026-11-05
Carolina Wealth Advisors, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$7.3K (-$893)
Filed 2026-10-23
Kings Path Partners LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$7.3K (-$893)
Filed 2026-10-21
MTM Investment Management, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$7.3K (-$893)
Filed 2026-10-30
Ninety One UK Ltd
UNCHANGED
Shares99 from 99
Change0 (0%)
Value$7.3K (-$884)
Filed 2026-10-15
WPG Advisers, LLC
DECREASED
Shares98 from 99
Change-1 (-1%)
Value$7.2K (-$958)
Filed 2026-10-27
Creative Financial Designs Inc
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$6.3K (-$768)
Filed 2026-11-04
Farmers & Merchants Investments Inc
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$6.2K (-$759)
Filed 2026-10-22
Zions Bancorporation, National Association
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$6.2K (-$759)
Filed 2026-11-06
Cassaday & Co Wealth Management LLC
INCREASED
Shares76 from 6
Change+70 (+1167%)
Value$5.6K (+$5.1K)
Filed 2026-10-27
Retirement Wealth Solutions LLC
DECREASED
Shares75 from 137
Change-62 (-45%)
Value$5.5K (-$5.8K)
Filed 2026-10-07
North Star Investment Management Corp.
UNCHANGED
Shares73 from 73
Change0 (0%)
Value$5.4K (-$652)
Filed 2026-10-27
Nova Financial LLC
NEW
Shares71
Change+71
Value$5.2K
Filed 2026-11-04
Deutsche Bank Ag\
DECREASED
Shares70 from 303,451
Change-303,381 (-100%)
Value$5.1K (-$25.0M)
Filed 2026-11-06
Capital Advisors, Ltd. LLC
UNCHANGED
Shares69 from 69
Change0 (0%)
Value$5 (-$1)
Filed 2026-10-27
Nemes Rush Group LLC
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$5.0K (-$607)
Filed 2026-11-04
Livelsberger Financial Advisory
NEW
Shares66
Change+66
Value$4.9K
Filed 2026-10-28
UMB Private Wealth Management, LLC
NEW
Shares65
Change+65
Value$4.8K
Filed 2026-10-19
IFS Advisors, LLC
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$4.5K (-$545)
Filed 2026-10-14
American Capital Advisory, LLC
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$4.0K (-$491)
Filed 2026-10-28
Winch Advisory Services, LLC
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$3.9K (-$478)
Filed 2026-11-06
Clark Wealth Partners
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$3.7K (-$446)
Filed 2026-10-19
MV Capital Management, Inc.
DECREASED
Shares45 from 51
Change-6 (-12%)
Value$3.3K (-$896)
Filed 2026-10-29
Bayban
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$3.5K ($0)
Filed 2026-11-05
Moisand Fitzgerald Tamayo, LLC
NEW
Shares40
Change+40
Value$2.9K
Filed 2026-10-15
Planning Strategies Inc.
NEW
Shares38
Change+38
Value$2.8K
Filed 2026-10-02
Cape Investment Advisory, Inc.
DECREASED
Shares38 from 158
Change-120 (-76%)
Value$2.8K (-$10.2K)
Filed 2026-10-13
Balance Wealth Partners LLC
NEW
Shares37
Change+37
Value$2.7K
Filed 2026-10-27
Hughes Financial Services, LLC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$2.8K (-$101)
Filed 2026-10-30
Montag A & Associates Inc
NEW
Shares33
Change+33
Value$2.4K
Filed 2026-10-29
GK Wealth Management LLC
NEW
Shares31
Change+31
Value$2.3K
Filed 2026-10-09
Tounjian Advisory Partners, LLC
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$2.3K (-$276)
Filed 2026-11-04
Breakwater Investment Management
INCREASED
Shares30 from 11
Change+19 (+173%)
Value$2.2K (+$1.3K)
Filed 2026-10-20
Buck Wealth Strategies, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$2.2K (-$268)
Filed 2026-10-28
St. Johns Investment Management Company, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$1.8K (-$223)
Filed 2026-10-30
City State Bank
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$1.8K (-$223)
Filed 2026-10-20
Burk Holdings LLC
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$1.8K (-$215)
Filed 2026-11-05
Financial Network Wealth Advisors LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$1.6K (-$197)
Filed 2026-10-28
Addison Advisors LLC
DECREASED
Shares21 from 205
Change-184 (-90%)
Value$1.5K (-$15.3K)
Filed 2026-11-06
DeDora Capital, Inc.
NEW
Shares20
Change+20
Value$1.5K
Filed 2026-10-26
Lodestone Wealth Management LLC
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$1.4K (-$170)
Filed 2026-10-14
RMG Wealth Management LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$1.3K (+$91)
Filed 2026-10-26
1620 Investment Advisors, Inc.
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$1.1K (-$134)
Filed 2026-11-04
Mosley Wealth Management
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$1.1K (-$16)
Filed 2026-10-16
Entrust Financial LLC
NEW
Shares13
Change+13
Value$956
Filed 2026-11-04
Trust Co of Vermont
NEW
Shares13
Change+13
Value$955
Filed 2026-10-21
Monetary Solutions, Ltd
INCREASED
Shares13 from 8
Change+5 (+63%)
Value$955 (+$296)
Filed 2026-10-22
First Premier Bank
NEW
Shares12
Change+12
Value$1
Filed 2026-10-13
Latitude Advisors, LLC
NEW
Shares11
Change+11
Value$781
Filed 2026-10-27
Godsey & Gibb, Inc
NEW
Shares11
Change+11
Value$809
Filed 2026-10-14
Trust Co
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$735 (-$89)
Filed 2026-10-09
Noble Wealth Management PBC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$661 (-$81)
Filed 2026-10-01
Key FInancial Inc
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$514 (-$63)
Filed 2026-11-02
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$378 (-$46)
Filed 2026-10-16
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$368 (-$44)
Filed 2026-10-07
Toth Financial Advisory Corp
NEW
Shares4
Change+4
Value$294
Filed 2026-10-08
Leonteq Securities AG
DECREASED
Shares4 from 77
Change-73 (-95%)
Value$294 (-$6.1K)
Filed 2026-10-29
Financial Management Professionals, Inc.
DECREASED
Shares4 from 9
Change-5 (-56%)
Value$294 (-$448)
Filed 2026-10-23
StrongBox Wealth, LLC
NEW
Shares3
Change+3
Value$220
Filed 2026-11-02
Gilpin Wealth Management, LLC
NEW
Shares3
Change+3
Value$221
Filed 2026-10-09
ABC Arbitrage SA
CLOSED
Shares0 from 60,133
Change-60,133 (-100%)
Value$0 (-$5.0M)
Filed 2026-10-23
Simplex Trading, LLC
CLOSED
Shares0 from 25,495
Change-25,495 (-100%)
Value$0 (-$2.1M)
Filed 2026-11-04
S.E.E.D. Planning Group LLC
CLOSED
Shares0 from 21,632
Change-21,632 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-07
Daiwa Securities Group Inc.
CLOSED
Shares0 from 6,969
Change-6,969 (-100%)
Value$0 (-$574.2K)
Filed 2026-10-29
World Equity Group, Inc.
CLOSED
Shares0 from 6,505
Change-6,505 (-100%)
Value$0 (-$536.0K)
Filed 2026-10-14
Cordatus Wealth Management LLC
CLOSED
Shares0 from 5,627
Change-5,627 (-100%)
Value$0 (-$463.6K)
Filed 2026-10-19
Yousif Capital Management, LLC
CLOSED
Shares0 from 3,442
Change-3,442 (-100%)
Value$0 (-$283.6K)
Filed 2026-10-22
Norden Group LLC
CLOSED
Shares0 from 3,128
Change-3,128 (-100%)
Value$0 (-$257.7K)
Filed 2026-10-20
Braun-Bostich & Associates Inc.
CLOSED
Shares0 from 2,946
Change-2,946 (-100%)
Value$0 (-$242.8K)
Filed 2026-10-20
Independent Financial Group, LLC
CLOSED
Shares0 from 2,881
Change-2,881 (-100%)
Value$0 (-$237.4K)
Filed 2026-10-13
Cornerstone Wealth Management, LLC
CLOSED
Shares0 from 2,832
Change-2,832 (-100%)
Value$0 (-$233.4K)
Filed 2026-11-04
GFS Advisors, LLC
CLOSED
Shares0 from 2,760
Change-2,760 (-100%)
Value$0 (-$8.0M)
Filed 2026-11-03
Pekin Hardy Strauss, Inc.
CLOSED
Shares0 from 2,751
Change-2,751 (-100%)
Value$0 (-$226.7K)
Filed 2026-11-02
Montecito Bank & Trust
CLOSED
Shares0 from 2,715
Change-2,715 (-100%)
Value$0 (-$223.7K)
Filed 2026-10-01
Summit Securities Group LLC
CLOSED
Shares0 from 2,700
Change-2,700 (-100%)
Value$0 (-$222.5K)
Filed 2026-11-05
Moody National Bank Trust Division
CLOSED
Shares0 from 2,653
Change-2,653 (-100%)
Value$0 (-$218.6K)
Filed 2026-10-06
Jacobs & Co
CLOSED
Shares0 from 2,638
Change-2,638 (-100%)
Value$0 (-$217.0K)
Filed 2026-10-09
Angeles Wealth Management, LLC
CLOSED
Shares0 from 2,575
Change-2,575 (-100%)
Value$0 (-$212.2K)
Filed 2026-10-26
LVW Advisors, LLC
CLOSED
Shares0 from 2,566
Change-2,566 (-100%)
Value$0 (-$211.4K)
Filed 2026-10-19
Personal CFO Solutions, LLC
CLOSED
Shares0 from 2,531
Change-2,531 (-100%)
Value$0 (-$208.6K)
Filed 2026-11-06
J. Safra Sarasin Holding AG
CLOSED
Shares0 from 2,501
Change-2,501 (-100%)
Value$0 (-$206.1K)
Filed 2026-10-26
Cullen Investment Group, Ltd.
CLOSED
Shares0 from 2,428
Change-2,428 (-100%)
Value$0 (-$200.1K)
Filed 2026-10-13
Stone House Investment Management, LLC
CLOSED
Shares0 from 184
Change-184 (-100%)
Value$0 (-$15.2K)
Filed 2026-10-23
Robinswood Financial LLC
CLOSED
Shares0 from 178
Change-178 (-100%)
Value$0 (-$14.7K)
Filed 2026-10-20
New England Capital Financial Advisors LLC
CLOSED
Shares0 from 135
Change-135 (-100%)
Value$0 (-$11.2K)
Filed 2026-11-03
MCF Advisors LLC
CLOSED
Shares0 from 125
Change-125 (-100%)
Value$0 (-$10.3K)
Filed 2026-10-28
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 123
Change-123 (-100%)
Value$0 (-$10.1K)
Filed 2026-11-04
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 115
Change-115 (-100%)
Value$0 (-$9.5K)
Filed 2026-10-14
Whipplewood Advisors, LLC
CLOSED
Shares0 from 111
Change-111 (-100%)
Value$0 (-$9.1K)
Filed 2026-10-20
United Financial Planning Group LLC
CLOSED
Shares0 from 103
Change-103 (-100%)
Value$0 (-$8.5K)
Filed 2026-11-04
Cornerstone Planning Group LLC
CLOSED
Shares0 from 103
Change-103 (-100%)
Value$0 (-$8.6K)
Filed 2026-10-16
Gill Capital Partners, LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$8.2K)
Filed 2026-10-13
Peterson Wealth Services
CLOSED
Shares0 from 47
Change-47 (-100%)
Value$0 (-$3.9K)
Filed 2026-10-26
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 47
Change-47 (-100%)
Value$0 (-$3.9K)
Filed 2026-10-26
Salem Investment Counselors Inc
CLOSED
Shares0 from 41
Change-41 (-100%)
Value$0 (-$3.4K)
Filed 2026-10-13
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 38
Change-38 (-100%)
Value$0 (-$3.1K)
Filed 2026-11-06
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 24
Change-24 (-100%)
Value$0 (-$2.0K)
Filed 2026-10-16
AdvisorNet Financial, Inc
CLOSED
Shares0 from 17
Change-17 (-100%)
Value$0 (-$1.4K)
Filed 2026-10-15
Coston, McIsaac & Partners
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 ($0)
Filed 2026-11-06
Trifecta Capital Advisors, LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$330)
Filed 2026-10-21
Smallwood Wealth Investment Management, LLC
CLOSED
Shares0 from 0
Change0
Value$0 (-$24)
Filed 2026-10-30
Dodge & COX
N/A
Shares— from 29,477,348
Change-29,477,348 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,963,862
Change-3,963,862 (-100%)
Value—
FMR LLC
N/A
Shares— from 3,264,513
Change-3,264,513 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 3,190,248
Change-3,190,248 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 2,866,192
Change-2,866,192 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 2,328,833
Change-2,328,833 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,949,023
Change-1,949,023 (-100%)
Value—
Gates Foundation Trust
N/A
Shares— from 1,703,000
Change-1,703,000 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 1,654,178
Change-1,654,178 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 1,495,353
Change-1,495,353 (-100%)
Value—
Capital International Investors
N/A
Shares— from 1,476,944
Change-1,476,944 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,475,769
Change-1,475,769 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,120,911
Change-1,120,911 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,058,795
Change-1,058,795 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,058,565
Change-1,058,565 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 934,042
Change-934,042 (-100%)
Value—
GQG Partners LLC
N/A
Shares— from 918,338
Change-918,338 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 863,168
Change-863,168 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 851,483
Change-851,483 (-100%)
Value—
Alberta Investment Management Corp
N/A
Shares— from 645,100
Change-645,100 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 552,828
Change-552,828 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 522,643
Change-522,643 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 485,085
Change-485,085 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 464,843
Change-464,843 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 455,518
Change-455,518 (-100%)
Value—
Cook & Bynum Capital Management, LLC
N/A
Shares— from 403,914
Change-403,914 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 366,187
Change-366,187 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 360,674
Change-360,674 (-100%)
Value—
Causeway Capital Management LLC
N/A
Shares— from 347,657
Change-347,657 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 343,233
Change-343,233 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 309,077
Change-309,077 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 282,046
Change-282,046 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 251,305
Change-251,305 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 244,366
Change-244,366 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 242,642
Change-242,642 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 225,479
Change-225,479 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 218,823
Change-218,823 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 198,874
Change-198,874 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 197,694
Change-197,694 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 192,463
Change-192,463 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 185,677
Change-185,677 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 183,793
Change-183,793 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 181,879
Change-181,879 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 179,747
Change-179,747 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 167,950
Change-167,950 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 165,960
Change-165,960 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 160,000
Change-160,000 (-100%)
Value—
Salt Holding Corp.
N/A
Shares— from 154,173
Change-154,173 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 148,052
Change-148,052 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 146,738
Change-146,738 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 146,422
Change-146,422 (-100%)
Value—
Capco Asset Management, LLC
N/A
Shares— from 143,187
Change-143,187 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 128,666
Change-128,666 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 128,392
Change-128,392 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 123,032
Change-123,032 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 122,552
Change-122,552 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 110,045
Change-110,045 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 106,006
Change-106,006 (-100%)
Value—
Ally Financial Inc.
N/A
Shares— from 105,000
Change-105,000 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 101,755
Change-101,755 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 100,332
Change-100,332 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 99,913
Change-99,913 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 94,178
Change-94,178 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 93,717
Change-93,717 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 93,593
Change-93,593 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 91,841
Change-91,841 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 89,003
Change-89,003 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 85,399
Change-85,399 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 83,967
Change-83,967 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 77,884
Change-77,884 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 76,601
Change-76,601 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 75,630
Change-75,630 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 75,539
Change-75,539 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 74,920
Change-74,920 (-100%)
Value—
Nicholas Investment Partners, LP
N/A
Shares— from 65,279
Change-65,279 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 65,139
Change-65,139 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 62,500
Change-62,500 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 62,228
Change-62,228 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 60,897
Change-60,897 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 60,000
Change-60,000 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 58,944
Change-58,944 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 57,816
Change-57,816 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 54,818
Change-54,818 (-100%)
Value—
Maven Securities LTD
N/A
Shares— from 52,466
Change-52,466 (-100%)
Value—
&partners
N/A
Shares— from 50,903
Change-50,903 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 47,086
Change-47,086 (-100%)
Value—
Clarkston Capital Partners, LLC
N/A
Shares— from 44,034
Change-44,034 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 43,333
Change-43,333 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 42,902
Change-42,902 (-100%)
Value—
Schwerin Boyle Capital Management Inc
N/A
Shares— from 40,352
Change-40,352 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 38,371
Change-38,371 (-100%)
Value—
Ruffer LLP
N/A
Shares— from 38,000
Change-38,000 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 37,061
Change-37,061 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 36,875
Change-36,875 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 36,368
Change-36,368 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 36,230
Change-36,230 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 35,665
Change-35,665 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 34,268
Change-34,268 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 32,174
Change-32,174 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 28,785
Change-28,785 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 27,832
Change-27,832 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 27,685
Change-27,685 (-100%)
Value—
Bank OZK
N/A
Shares— from 25,794
Change-25,794 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 25,132
Change-25,132 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 24,466
Change-24,466 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 22,878
Change-22,878 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 22,838
Change-22,838 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 22,410
Change-22,410 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 22,253
Change-22,253 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 22,046
Change-22,046 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 21,447
Change-21,447 (-100%)
Value—
Maverick Capital LTD
N/A
Shares— from 20,269
Change-20,269 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 19,567
Change-19,567 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 19,234
Change-19,234 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 16,610
Change-16,610 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 16,563
Change-16,563 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 16,051
Change-16,051 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 15,890
Change-15,890 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 15,272
Change-15,272 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 15,027
Change-15,027 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 14,793
Change-14,793 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 14,580
Change-14,580 (-100%)
Value—
Templeton & Phillips Capital Management, LLC
N/A
Shares— from 13,901
Change-13,901 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 13,893
Change-13,893 (-100%)
Value—
Fosun International Ltd
N/A
Shares— from 13,781
Change-13,781 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 13,346
Change-13,346 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 13,282
Change-13,282 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 13,275
Change-13,275 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 13,086
Change-13,086 (-100%)
Value—
BNP Paribas
N/A
Shares— from 13,050
Change-13,050 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 12,407
Change-12,407 (-100%)
Value—
Bristlecone Value Partners, LLC
N/A
Shares— from 11,859
Change-11,859 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 11,769
Change-11,769 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 11,701
Change-11,701 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 11,700
Change-11,700 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 11,529
Change-11,529 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 11,443
Change-11,443 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 11,118
Change-11,118 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 10,879
Change-10,879 (-100%)
Value—
Chesapeake Capital Corp
N/A
Shares— from 10,810
Change-10,810 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 10,810
Change-10,810 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 10,573
Change-10,573 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 10,529
Change-10,529 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 10,160
Change-10,160 (-100%)
Value—
Vinland Capital Management Gestora de Recursos Ltda.
N/A
Shares— from 10,100
Change-10,100 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 9,691
Change-9,691 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 9,680
Change-9,680 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 9,662
Change-9,662 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 9,658
Change-9,658 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 9,534
Change-9,534 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 9,400
Change-9,400 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 9,140
Change-9,140 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 8,932
Change-8,932 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 8,792
Change-8,792 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 8,785
Change-8,785 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 8,638
Change-8,638 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 8,185
Change-8,185 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 7,942
Change-7,942 (-100%)
Value—
Strategic Global Advisors, LLC
N/A
Shares— from 7,865
Change-7,865 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 7,547
Change-7,547 (-100%)
Value—
Round Hill Asset Management
N/A
Shares— from 7,411
Change-7,411 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 7,373
Change-7,373 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 7,339
Change-7,339 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 6,863
Change-6,863 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 6,800
Change-6,800 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 6,706
Change-6,706 (-100%)
Value—
Kennondale Capital Management LLC
N/A
Shares— from 6,643
Change-6,643 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 6,591
Change-6,591 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 6,391
Change-6,391 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 6,268
Change-6,268 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 6,239
Change-6,239 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 6,034
Change-6,034 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 5,801
Change-5,801 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 5,616
Change-5,616 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 5,536
Change-5,536 (-100%)
Value—
Boston Partners
N/A
Shares— from 5,500
Change-5,500 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 5,500
Change-5,500 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 5,391
Change-5,391 (-100%)
Value—
XY Capital Ltd
N/A
Shares— from 5,262
Change-5,262 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 5,170
Change-5,170 (-100%)
Value—
Commerce Bank
N/A
Shares— from 5,118
Change-5,118 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 5,072
Change-5,072 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 4,951
Change-4,951 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 4,919
Change-4,919 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 4,850
Change-4,850 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 4,820
Change-4,820 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 4,772
Change-4,772 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 4,763
Change-4,763 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 4,587
Change-4,587 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 4,432
Change-4,432 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 4,413
Change-4,413 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 4,315
Change-4,315 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 4,304
Change-4,304 (-100%)
Value—
XP Advisory US, Inc.
N/A
Shares— from 4,222
Change-4,222 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 4,203
Change-4,203 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 4,157
Change-4,157 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 4,104
Change-4,104 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 4,065
Change-4,065 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 3,997
Change-3,997 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 3,881
Change-3,881 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 3,845
Change-3,845 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 3,825
Change-3,825 (-100%)
Value—
Bridgefront Capital, LLC
N/A
Shares— from 3,813
Change-3,813 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 3,722
Change-3,722 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 3,623
Change-3,623 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 3,615
Change-3,615 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 3,573
Change-3,573 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 3,498
Change-3,498 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 3,439
Change-3,439 (-100%)
Value—
Sandro Wealth Management LLC
N/A
Shares— from 3,407
Change-3,407 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 3,376
Change-3,376 (-100%)
Value—
Stephens Inc
N/A
Shares— from 3,351
Change-3,351 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 3,343
Change-3,343 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 3,306
Change-3,306 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 3,297
Change-3,297 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 3,220
Change-3,220 (-100%)
Value—
State Street Corp
N/A
Shares— from 3,151
Change-3,151 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 3,144
Change-3,144 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 3,121
Change-3,121 (-100%)
Value—
Beck Bode, LLC
N/A
Shares— from 3,096
Change-3,096 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 3,093
Change-3,093 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 3,056
Change-3,056 (-100%)
Value—
Optas, LLC
N/A
Shares— from 3,044
Change-3,044 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,022
Change-3,022 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 2,984
Change-2,984 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 2,964
Change-2,964 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 2,961
Change-2,961 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 2,900
Change-2,900 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 2,876
Change-2,876 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 2,817
Change-2,817 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 2,810
Change-2,810 (-100%)
Value—
Calydon Capital
N/A
Shares— from 2,749
Change-2,749 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 2,686
Change-2,686 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 2,583
Change-2,583 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 2,529
Change-2,529 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 2,444
Change-2,444 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 2,306
Change-2,306 (-100%)
Value—
EFG International AG
N/A
Shares— from 2,215
Change-2,215 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 2,173
Change-2,173 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 1,756
Change-1,756 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,532
Change-1,532 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 1,532
Change-1,532 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 1,445
Change-1,445 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 1,385
Change-1,385 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 1,064
Change-1,064 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 1,043
Change-1,043 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 984
Change-984 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 912
Change-912 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 904
Change-904 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 805
Change-805 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 803
Change-803 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 656
Change-656 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 646
Change-646 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 607
Change-607 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 518
Change-518 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 478
Change-478 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 474
Change-474 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 406
Change-406 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 389
Change-389 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 376
Change-376 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 363
Change-363 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 352
Change-352 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 309
Change-309 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 305
Change-305 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 282
Change-282 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 275
Change-275 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 255
Change-255 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 245
Change-245 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 212
Change-212 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 207
Change-207 (-100%)
Value—
Kelly Lawrence W & Associates Inc
N/A
Shares— from 200
Change-200 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 178
Change-178 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 174
Change-174 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 155
Change-155 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 149
Change-149 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 134
Change-134 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 133
Change-133 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 128
Change-128 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 124
Change-124 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 107
Change-107 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 100
Change-100 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 96
Change-96 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 77
Change-77 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 63
Change-63 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 45
Change-45 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 37
Change-37 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
Motco
N/A
Shares— from 33
Change-33 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 22
Change-22 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 20
Change-20 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 6
Change-6 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 4
Change-4 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
Fisher Asset Management, LLC
INCREASED12,688,00112,452,441+235,560+2%$1.0B$932.2M-$93.9M2026-11-06
Davenport & Co LLC
DECREASED1,551,2241,574,733-23,509-1%$130.4M$114.3M-$16.1M2026-10-14
Seafarer Capital Partners, LLC
UNCHANGED1,034,0001,034,00000%$85.2M$76.0M-$9.2M2026-11-05
Douglas Lane & Associates, LLC
DECREASED535,313695,036-159,723-23%$57.3M$39.3M-$17.9M2026-10-09
Penn Davis Mcfarland Inc
DECREASED480,416483,439-3,023-1%$39.8M$35.3M-$4.5M2026-10-23
Creative Planning
INCREASED252,371224,061+28,310+13%$18.5M$18.5M+$79.0K2026-11-02
Everett Harris & Co
INCREASED242,134240,911+1,223+1%$19.9M$17.8M-$2.1M2026-10-28
Thompson Siegel & Walmsley LLC
INCREASED175,349174,999+350+0%$14.4M$12.9M-$1.5M2026-11-05
LPL Financial LLC
DECREASED169,580178,422-8,842-5%$14.7M$12.5M-$2.2M2026-11-06
Vise Technologies, Inc.
INCREASED126,758116,502+10,256+9%$9.6M$9.3M-$286.9K2026-10-29
Dimensional Fund Advisors LP
INCREASED126,105125,074+1,031+1%$10.3M$9.3M-$1.0M2026-11-04
Commonwealth Equity Services, LLC
INCREASED90,32786,271+4,056+5%$7.1M$6.6M-$472.4K2026-11-02
Empire Life Investments Inc.
INCREASED88,69672,616+16,080+22%$6.0M$6.5M+$532.9K2026-11-06
Ethic Inc.
INCREASED88,66586,555+2,110+2%$7.1M$6.5M-$617.9K2026-11-03
Great Lakes Advisors, LLC
DECREASED79,820116,957-37,137-32%$9.6M$5.9M-$3.8M2026-11-06
Barclays PLC
DECREASED73,370159,592-86,222-54%$13.2M$5.4M-$7.8M2026-11-06
TD Waterhouse Canada Inc.
INCREASED72,98871,329+1,659+2%$5.7M$5.3M-$387.7K2026-10-16
Bank of New York Mellon Corp
INCREASED72,89372,124+769+1%$5.9M$5.4M-$587.6K2026-11-05
US Bancorp \de\
DECREASED62,441161,390-98,949-61%$13.3M$4.6M-$8.7M2026-11-05
Assetmark, Inc
INCREASED62,09455,722+6,372+11%$4.6M$4.6M-$29.4K2026-10-21
Greenwood Capital Associates LLC
INCREASED52,50352,223+280+1%$4.3M$3.9M-$445.8K2026-10-27
ASO Group Ltd
INCREASED47,49225,349+22,143+87%$2.1M$3.5M+$1.4M2026-11-05
Buttonwood Financial Advisors Inc.
DECREASED37,81838,802-984-3%$3.2M$2.8M-$418.8K2026-10-13
Carrera Capital Advisors
INCREASED35,34630,296+5,050+17%$2.5M$2.6M+$100.5K2026-11-03
Russell Investments Group, Ltd.
DECREASED34,70944,487-9,778-22%$3.7M$2.6M-$1.1M2026-11-06
Choreo, LLC
INCREASED32,29432,276+18+0%$2.7M$2.4M-$287.2K2026-10-28
Jcic Asset Management Inc.
INCREASED31,22131,095+126+0%$2.2M$2.3M+$136.7K2026-10-30
Quadrant Capital Group LLC
INCREASED31,09129,895+1,196+4%$2.5M$2.4M-$19.0K2026-10-20
Atria Investments, Inc
INCREASED29,29020,138+9,152+45%$1.7M$2.2M+$492.6K2026-10-15
Citigroup Inc
DECREASED29,041104,901-75,860-72%$8.6M$2.1M-$6.5M2026-11-04
ARQ Wealth Advisors, LLC
DECREASED28,35532,815-4,460-14%$2.7M$2.1M-$643.0K2026-10-29
Wealth Enhancement Advisory Services, LLC
DECREASED26,70228,324-1,622-6%$2.3M$2.1M-$187.9K2026-10-13
Great Lakes Retirement, Inc.
INCREASED26,46826,195+273+1%$2.2M$1.9M-$213.8K2026-10-26
Truist Financial Corp
INCREASED25,18525,120+65+0%$2.1M$1.9M-$219.5K2026-10-30
Evergreen Capital Management LLC
INCREASED24,89822,261+2,637+12%$1.8M$1.8M-$5.1K2026-10-23
Kestra Advisory Services, LLC
INCREASED24,34019,931+4,409+22%$1.6M$1.8M+$145.9K2026-11-02
Signaturefd, LLC
INCREASED24,18422,601+1,583+7%$1.9M$1.8M-$85.6K2026-10-23
MacKenzie Financial Corp
INCREASED23,71818,531+5,187+28%$1.5M$1.7M+$215.6K2026-11-02
Park Avenue Securities LLC
DECREASED22,86524,508-1,643-7%$2.0M$1.7M-$339.0K2026-10-26
Merit Financial Group, LLC
INCREASED22,53320,965+1,568+7%$1.7M$1.7M-$72.1K2026-11-06
Highland Capital Management, LLC
DECREASED22,41523,400-985-4%$1.9M$1.6M-$281.3K2026-10-26
Ritholtz Wealth Management
INCREASED22,32021,711+609+3%$1.8M$1.6M-$149.1K2026-11-05
Thrivent Financial for Lutherans
DECREASED21,67925,142-3,463-14%$2.1M$1.6M-$480.0K2026-11-05
Outfitters Financial LLC
DECREASED21,37021,375-50%$1.8M$1.6M-$191.2K2026-10-23
PNC Financial Services Group, Inc.
INCREASED20,96320,777+186+1%$1.7M$1.5M-$171.8K2026-11-06
Compound Planning, Inc.
INCREASED20,48020,052+428+2%$1.7M$1.5M-$147.6K2026-11-05
Oppenheimer Asset Management Inc.
DECREASED19,94520,011-660%$1.6M$1.5M-$183.5K2026-10-27
Crossmark Global Holdings, Inc.
DECREASED19,15819,996-838-4%$1.6M$1.4M-$240.1K2026-10-21
Caldwell Trust Co
INCREASED19,01916,205+2,814+17%$1.3M$1.4M+$62.0K2026-10-30
Savoir Faire Capital Management, L.P.
INCREASED18,38917,708+681+4%$1.5M$1.4M-$108.1K2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED17,58727,583-9,996-36%$2.3M$1.3M-$981.0K2026-11-02
Allspring Global Investments Holdings, LLC
INCREASED16,77016,162+608+4%$1.3M$1.2M-$72.5K2026-11-04
Citadel Investment Advisory, Inc.
DECREASED16,07016,383-313-2%$1.4M$1.2M-$169.0K2026-10-15
Lebenthal Global Advisors, LLC
INCREASED15,69215,157+535+4%$1.2M$1.2M-$96.0K2026-10-28
Hilltop National Bank
INCREASED14,83814,834+4+0%$1.2M$1.1M-$132.2K2026-10-14
Aaron Wealth Advisors LLC
DECREASED13,78314,559-776-5%$1.2M$1.0M-$187.0K2026-10-13
HB Wealth Management, LLC
INCREASED13,7758,841+4,934+56%$728.6K$1.0M+$283.5K2026-10-23
Cullen T Bankers, Inc.
DECREASED12,86613,562-696-5%$1.1M$945.3K-$172.2K2026-10-28
Savant Capital, LLC
INCREASED12,7717,495+5,276+70%$619.2K$938.2K+$319.0K2026-11-06
Profund Advisors LLC
INCREASED12,58811,234+1,354+12%$925.7K$924.8K-$8422026-10-29
Persium Advisors, LLC
INCREASED12,36511,990+375+3%$988.0K$908.5K-$79.5K2026-10-07
Founders Financial Securities LLC
DECREASED11,73911,876-137-1%$978.6K$862.5K-$116.1K2026-10-28
D.A. Davidson & Co.
DECREASED11,71512,192-477-4%$1.0M$860.7K-$143.9K2026-10-28
Miller Global Investments, LLC
DECREASED11,44711,449-20%$943.4K$841.0K-$102.4K2026-10-02
Concurrent Investment Advisors, LLC
INCREASED11,0818,163+2,918+36%$672.6K$814.1K+$141.5K2026-10-16
Culbertson A N & Co Inc
NEW10,865—+10,865——$798.3K—2026-10-21
Keybank National Association
INCREASED10,74110,450+291+3%$861.1K$789.1K-$71.9K2026-11-04
Kestra Private Wealth Services, LLC
INCREASED10,57310,124+449+4%$834.2K$776.8K-$57.4K2026-11-06
Versant Capital Management, Inc
INCREASED9,9889,833+155+2%$810.2K$733.8K-$76.4K2026-10-02
Frank, Rimerman Advisors LLC
DECREASED9,6659,667-20%$796.6K$710.1K-$86.5K2026-10-16
Compass Wealth Management LLC
DECREASED9,4949,794-300-3%$807.0K$697.5K-$109.5K2026-10-22
Manske Wealth Management
DECREASED9,2639,563-300-3%$788.0K$680.6K-$107.4K2026-10-26
Abel Hall, LLC
INCREASED9,1979,178+19+0%$756.3K$675.7K-$80.6K2026-10-19
May Hill Capital, LLC
INCREASED8,5757,375+1,200+16%$607.7K$630.0K+$22.3K2026-11-03
Michels Family Financial, LLC
DECREASED8,4358,626-191-2%$710.8K$619.7K-$91.1K2026-11-02
Dynamic Advisor Solutions LLC
INCREASED8,3963,302+5,094+154%$272.1K$616.9K+$344.8K2026-10-13
Central Pacific Bank - Trust Division
DECREASED8,3058,900-595-7%$733.4K$610.2K-$123.2K2026-10-06
Perigon Wealth Management, LLC
INCREASED8,2443,410+4,834+142%$281.0K$605.7K+$324.7K2026-10-22
Parallel Advisors, LLC
DECREASED7,8998,240-341-4%$679.0K$580.3K-$98.6K2026-11-03
TBH Global Asset Management, LLC
UNCHANGED7,7917,79100%$642.0K$572.4K-$69.6K2026-11-03
GC Wealth Management RIA, LLC
DECREASED7,7868,146-360-4%$671.2K$572.0K-$99.2K2026-11-02
Florida Trust Wealth Management Co
INCREASED7,4226,210+1,212+20%$511.7K$545.3K+$33.6K2026-11-05
Eagle Rock Investment Company, LLC
INCREASED7,3696,875+494+7%$566.5K$541.4K-$25.1K2026-10-21
Lido Advisors, LLC
INCREASED7,3346,251+1,083+17%$515.2K$538.9K+$23.8K2026-11-04
Lester Murray Antman dba SimplyRich
INCREASED7,2175,156+2,061+40%$424.0K$530.2K+$106.2K2026-11-06
StoneX Group Inc.
INCREASED6,3363,137+3,199+102%$258.5K$512.0K+$253.5K2026-11-03
Farther Finance Advisors, LLC
INCREASED6,2495,363+886+17%$442.8K$459.1K+$16.3K2026-10-08
Prospera Financial Services Inc
DECREASED5,99312,070-6,077-50%$995.0K$482.1K-$512.9K2026-11-04
R Squared Ltd
INCREASED5,8702,857+3,013+105%$235.4K$431.3K+$195.9K2026-11-06
Glenview Trust Co
INCREASED5,8185,805+13+0%$478.3K$427.4K-$50.9K2026-10-28
Old North State Wealth Management, LLC
DECREASED5,7676,805-1,038-15%$561.0K$423.9K-$137.1K2026-10-22
Sagespring Wealth Partners, LLC
DECREASED5,7545,958-204-3%$491.0K$422.7K-$68.2K2026-10-22
Excalibur Management Corp
INCREASED5,7245,674+50+1%$467.5K$420.5K-$47.0K2026-11-02
PFG Private Wealth Management, LLC
INCREASED5,6964,844+852+18%$399.1K$418.5K+$19.4K2026-10-15
Marks Group Wealth Management, Inc
DECREASED5,5827,789-2,207-28%$641.8K$410.1K-$231.7K2026-11-05
Integrity Advisory Solutions, LLC
INCREASED5,5335,325+208+4%$438.8K$406.5K-$32.3K2026-10-29
Xponance LLC
INCREASED5,5085,106+402+8%$420.8K$404.7K-$16.1K2026-11-03
Five Oceans Advisors
DECREASED5,4516,133-682-11%$505.4K$400.5K-$104.9K2026-10-22
Kathmere Capital Management, LLC
INCREASED5,4035,048+355+7%$416.0K$397.0K-$19.0K2026-10-20
Portside Wealth Group, LLC
DECREASED5,2316,246-1,015-16%$514.7K$384.3K-$130.3K2026-10-20
Ascent Group, LLC
DECREASED5,1405,438-298-5%$448.2K$377.7K-$70.5K2026-10-30
American Assets Inc
UNCHANGED5,0005,00000%$412.0K$367.4K-$44.7K2026-10-30
Valeo Financial Advisors, LLC
INCREASED4,9234,323+600+14%$356.2K$361.7K+$5.5K2026-10-08
Avidian Wealth Enterprises, LLC
DECREASED4,8925,409-517-10%$445.7K$359.4K-$86.3K2026-10-08
Apollon Wealth Management, LLC
INCREASED4,8764,718+158+3%$388.8K$358.2K-$30.5K2026-10-23
Brucke Financial, Inc.
DECREASED4,8375,914-1,077-18%$487.3K$355.4K-$131.9K2026-10-23
Resonant Capital Advisors, LLC
INCREASED4,8364,614+222+5%$380.2K$355.3K-$24.9K2026-10-15
PDS Planning, Inc
INCREASED4,8234,798+25+1%$395.4K$354.3K-$41.0K2026-11-03
First Affirmative Financial Network
NEW4,785—+4,785——$351.5K—2026-10-21
Moors & Cabot, Inc.
INCREASED4,7764,249+527+12%$350.2K$350.9K+$7712026-11-06
Gamma Investing LLC
INCREASED4,7244,370+354+8%$360.1K$347.1K-$13.0K2026-10-08
Anchyra Partners LLC
INCREASED4,6843,801+883+23%$313.2K$344.1K+$30.9K2026-10-13
SmartHarvest Portfolios, LLC
INCREASED4,6384,414+224+5%$363.7K$340.8K-$23.0K2026-10-26
OpenArc Corporate Advisory, LLC
INCREASED4,5192,785+1,734+62%$229.5K$332.0K+$102.5K2026-10-21
Chicago Trust Co NA
DECREASED4,4294,884-455-9%$402.4K$325.4K-$77.0K2026-10-28
Narwhal Capital Management
DECREASED4,4164,420-40%$364.2K$324.4K-$39.8K2026-11-04
Gibbs Wealth Management
INCREASED4,3534,299+54+1%$354.3K$319.9K-$34.4K2026-10-22
Sterling Capital Management LLC
DECREASED4,3374,348-110%$358.3K$318.6K-$39.6K2026-10-22
Wedbush Securities Inc
NEW4,127—+4,127——$303.0K—2026-10-22
FSM Wealth Advisors, LLC
DECREASED4,1014,111-100%$338.8K$317.5K-$21.3K2026-10-27
626 Financial, LLC
DECREASED4,0674,315-248-6%$355.6K$298.8K-$56.8K2026-11-04
Gratus Wealth Advisors, LLC
INCREASED3,9003,733+167+4%$307.6K$286.5K-$21.1K2026-10-26
Axxcess Wealth Management, LLC
NEW3,817—+3,817——$280.4K—2026-10-21
EverSource Wealth Advisors, LLC
INCREASED3,7793,248+531+16%$267.6K$277.6K+$10.0K2026-11-04
Diversify Advisory Services, LLC
DECREASED3,7694,188-419-10%$338.7K$306.3K-$32.3K2026-10-20
Diversify Wealth Management, LLC
DECREASED3,7694,188-419-10%$338.7K$306.3K-$32.3K2026-10-20
Clearstead Advisors, LLC
INCREASED3,7623,507+255+7%$289.0K$276.3K-$12.7K2026-11-06
Aprio Wealth Management, LLC
INCREASED3,7293,724+5+0%$306.9K$274.0K-$32.9K2026-10-28
Trek Financial, LLC
INCREASED3,7193,653+66+2%$301.0K$273.2K-$27.8K2026-10-29
Gallacher Capital Management LLC
DECREASED3,7136,486-2,773-43%$534.5K$272.8K-$261.7K2026-10-30
HUB Investment Partners, LLC
INCREASED3,7092,775+934+34%$228.7K$272.5K+$43.8K2026-11-03
Cerro Pacific Wealth Advisors LLC
INCREASED3,6353,180+455+14%$262.0K$267.0K+$5.0K2026-10-22
Prime Capital Investment Advisors, LLC
INCREASED3,6153,282+333+10%$270.4K$265.6K-$4.8K2026-10-20
Alhambra Investment Management LLC
INCREASED3,5493,519+30+1%$290.0K$260.8K-$29.2K2026-10-15
Oppenheimer & Co Inc
INCREASED3,5233,448+75+2%$284.1K$258.8K-$25.3K2026-10-26
Larson Financial Group LLC
INCREASED3,4933,412+81+2%$281.2K$256.6K-$24.5K2026-11-05
Brighton Jones LLC
DECREASED3,4393,532-93-3%$291.0K$252.6K-$38.4K2026-11-03
AM Investment Strategies LLC
DECREASED3,3763,559-183-5%$293.0K$248.0K-$45.0K2026-11-05
MGO One Seven LLC
DECREASED3,3684,012-644-16%$330.6K$247.4K-$83.2K2026-10-28
Titleist Asset Management, LLC
INCREASED3,3623,305+57+2%$272.6K$247.0K-$25.6K2026-10-08
Carter Financial Group, Inc.
NEW3,316—+3,316——$243.6K—2026-10-21
Quintet Private Bank (Europe) S.A.
UNCHANGED3,2903,29000%$271.1K$241.7K-$29.4K2026-10-08
Pinnacle Wealth Planning Services, Inc.
INCREASED3,2883,263+25+1%$268.9K$241.6K-$27.3K2026-10-27
Sage Rhino Capital LLC
DECREASED3,2533,380-127-4%$278.5K$239.0K-$39.5K2026-10-28
Elevation Point Wealth Partners, LLC
INCREASED3,2462,970+276+9%$244.7K$238.5K-$6.2K2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED3,1922,647+545+21%$218.1K$234.5K+$16.4K2026-10-27
Principle Wealth Partners LLC
INCREASED3,1173,115+2+0%$256.7K$229.0K-$27.7K2026-11-02
Signature Estate & Investment Advisors LLC
INCREASED3,0992,936+163+6%$241.4K$227.7K-$13.7K2026-10-13
Greenleaf Trust
DECREASED3,0803,905-825-21%$321.8K$226.3K-$95.5K2026-10-29
Allworth Financial LP
INCREASED3,0512,806+245+9%$231.2K$251.4K+$20.2K2026-11-06
55 North Private Wealth, LLC
INCREASED3,0052,897+108+4%$238.7K$220.8K-$17.9K2026-10-20
Uhlmann Price Securities, LLC
NEW3,000—+3,000——$220.4K—2026-11-03
Eddie Patel Inc
INCREASED2,9742,886+88+3%$237.8K$218.5K-$19.4K2026-11-02
Family Capital Management, Inc.
INCREASED2,8982,831+67+2%$233.3K$212.9K-$20.3K2026-11-03
Yelin Lapidot Holdings Management Ltd.
UNCHANGED2,7802,78000%$229.1K$204.2K-$24.8K2026-10-26
Hazlett, Burt & Watson, Inc.
DECREASED2,7723,072-300-10%$212.0K$101.1K-$110.9K2026-11-04
Fairvoy Private Wealth, LLC
DECREASED2,7392,749-100%$226.5K$201.2K-$25.3K2026-10-19
Private Trust Co NA
INCREASED2,6161,855+761+41%$152.9K$192.2K+$39.3K2026-10-20
Roman Butler Fullerton & Co
NEW2,438—+2,438——$202.0K—2026-10-27
Rosenberg Matthew Hamilton
UNCHANGED2,0652,06500%$170.2K$151.7K-$18.4K2026-10-05
Pittenger & Anderson Inc
UNCHANGED2,0502,05000%$168.9K$150.6K-$18.3K2026-11-02
Ascentis Wealth Management, LLC
INCREASED1,7451,655+90+5%$136.4K$128.2K-$8.2K2026-11-03
Pflug Koory, LLC
UNCHANGED1,6191,61900%$133.4K$118.9K-$14.5K2026-10-26
Root Financial Partners, LLC
NEW1,485—+1,485——$109.1K—2026-10-21
Golden State Wealth Management, LLC
DECREASED1,4141,504-90-6%$124.0K$103.9K-$20.1K2026-11-02
Fifth Third Bancorp
INCREASED1,4081,035+373+36%$85.3K$103.4K+$18.2K2026-11-05
Laurel Wealth Advisors LLC
NEW1,373—+1,373——$100.9K—2026-10-27
Richardson Financial Services Inc.
DECREASED1,3311,689-358-21%$139.2K$97.8K-$41.4K2026-10-30
Pinnacle Bancorp, Inc.
UNCHANGED1,2501,25000%$103.0K$91.8K-$11.2K2026-10-21
Silver Grove Financial Group, Inc.
DECREASED1,2291,295-66-5%$106.7K$90.3K-$16.4K2026-11-05
Cromwell Holdings LLC
UNCHANGED1,2031,20300%$99.1K$88.4K-$10.7K2026-10-28
Trust Co of Toledo NA
UNCHANGED1,0501,05000%$86.5K$77.1K-$9.4K2026-10-16
Banque de Luxembourg S.A.
UNCHANGED1,0431,04300%$85.9K$76.6K-$9.3K2026-10-14
10Elms LLP
UNCHANGED1,0421,04200%$85.9K$76.6K-$9.3K2026-11-06
Lanark Financial, Inc.
INCREASED1,040677+363+54%$55.8K$76.4K+$20.5K2026-10-26
IFP Advisors, Inc
INCREASED1,011946+65+7%$78.0K$74.3K-$3.7K2026-10-16
Grove Bank & Trust
UNCHANGED1,0071,00700%$83.0K$74.0K-$9.0K2026-10-08
Central Trust Co
DECREASED1,0031,053-50-5%$86.8K$73.7K-$13.1K2026-11-05
Jnba Financial Advisors
INCREASED971962+9+1%$79.3K$71.3K-$7.9K2026-11-03
First Command Advisory Services, Inc.
INCREASED901232+669+288%$19.1K$66.2K+$47.1K2026-11-05
Owl Creek Wealth Partners LLC
INCREASED850820+30+4%$67.6K$62.5K-$5.1K2026-10-20
Westside Investment Management, Inc.
UNCHANGED81881800%$67.4K$60.1K-$7.3K2026-11-02
UMB Bank, n.a.
DECREASED777826-49-6%$68.1K$57.1K-$11.0K2026-11-06
Salomon & Ludwin, LLC
UNCHANGED77477400%$62.1K$56.9K-$5.2K2026-10-29
Arlington Trust Co LLC
UNCHANGED76676600%$63.1K$56.3K-$6.8K2026-10-20
Mather Group, Llc.
DECREASED7631,476-713-48%$121.6K$56.0K-$65.6K2026-10-14
Parkside Financial Bank & Trust
INCREASED707508+199+39%$41.9K$51.9K+$10.1K2026-10-27
Hara Capital LLC
UNCHANGED70070000%$57.7K$51.4K-$6.3K2026-10-30
James T. Borello RIA
DECREASED622649-27-4%$53.5K$45.7K-$7.8K2026-10-16
TD Private Client Wealth LLC
INCREASED574486+88+18%$40.0K$42.2K+$2.1K2026-10-28
First Horizon Corp
DECREASED569588-19-3%$48.5K$41.8K-$6.6K2026-10-26
Proathlete Wealth Management LLC
NEW568—+568——$41.7K—2026-10-15
Financial Consulate, Inc
DECREASED567605-38-6%$49.9K$41.7K-$8.2K2026-10-23
Birch Financial Group, LLC
NEW566—+566——$41.6K—2026-10-27
Provenance Wealth Advisors, LLC
NEW533—+533——$39.2K—2026-10-30
Rossby Financial, LCC
INCREASED494320+174+54%$26.4K$36.3K+$9.9K2026-11-05
Activest Wealth Management
UNCHANGED49349300%$40.6K$36.2K-$4.4K2026-10-15
Mcdonald Partners LLC
UNCHANGED46846800%$38.6K$34.4K-$4.2K2026-11-03
Bayforest Capital Ltd
INCREASED46649+417+851%$4.0K$34.2K+$30.2K2026-11-03
GHP Investment Advisors, Inc.
UNCHANGED46646600%$38.4K$34.2K-$4.2K2026-10-15
Abound Wealth Management
DECREASED463464-10%$38.2K$34.0K-$4.2K2026-10-26
Birchwood Financial Partners, Inc.
UNCHANGED40340300%$33.2K$29.6K-$3.6K2026-11-02
Independence Bank of Kentucky
UNCHANGED40040000%$33.0K$29.4K-$3.6K2026-10-26
True Wealth Design, LLC
INCREASED347330+17+5%$27.2K$25.5K-$1.7K2026-10-13
Jacobi Capital Management LLC
NEW344—+344——$25.3K—2026-11-05
Bell Investment Advisors, Inc
UNCHANGED33133100%$27.3K$24.3K-$3.0K2026-10-29
Virginia Estate & Retirement Planning Advisors Inc.
NEW316—+316——$23.2K—2026-10-14
Mondrian Investment Partners LTD
DECREASED310327-17-5%$26.9K$25.7K-$1.2K2026-10-23
Spire Wealth Management
UNCHANGED30630600%$25.2K$22.5K-$2.7K2026-10-30
Wilmington Savings Fund Society, FSB
INCREASED300200+100+50%$16.5K$22.0K+$5.6K2026-10-23
Chung Wu Investment Group, LLC
UNCHANGED30030000%$24.7K$22.0K-$2.7K2026-11-03
Archer Investment Corp
UNCHANGED30030000%$24.7K$22.0K-$2.7K2026-11-05
Armstrong Advisory Group, Inc
UNCHANGED28828800%$23.7K$21.2K-$2.6K2026-10-09
CoreCap Advisors, LLC
DECREASED270595-325-55%$49.0K$19.8K-$29.2K2026-10-08
Blue Trust, Inc.
DECREASED2611,900-1,639-86%$156.6K$19.2K-$137.4K2026-10-15
SRH Advisors, LLC
UNCHANGED25925900%$21.3K$19.0K-$2.3K2026-10-22
Main Street Group, LTD
UNCHANGED25625600%$21.1K$18.8K-$2.3K2026-10-28
Highline Wealth Partners LLC
INCREASED252206+46+22%$17.0K$18.5K+$1.5K2026-10-19
Ares Financial Consulting, LLC
UNCHANGED23723700%$19.5K$17.4K-$2.1K2026-10-19
West Financial Advisors, LLC
NEW236—+236——$17.3K—2026-10-22
Country Trust Bank
UNCHANGED22222200%$18.3K$16.3K-$2.0K2026-10-30
JFS Wealth Advisors, LLC
UNCHANGED21421400%$17.6K$15.7K-$1.9K2026-11-03
Hilton Head Capital Partners, LLC
UNCHANGED20620600%$16.9K$15.1K-$1.8K2026-10-23
Atwood & Palmer Inc
UNCHANGED20020000%$16.5K$14.7K-$1.8K2026-10-08
Hager Investment Management Services, LLC
DECREASED188209-21-10%$17.2K$13.8K-$3.4K2026-11-04
SJS Investment Consulting Inc.
UNCHANGED18318300%$15.1K$13.4K-$1.6K2026-10-26
Asset Dedication, LLC
UNCHANGED16216200%$13.3K$11.9K-$1.4K2026-11-03
Brown, Lisle Ings, Inc.
UNCHANGED16116100%$13.3K$11.8K-$1.4K2026-10-16
Elevation Wealth Partners, LLC
UNCHANGED15815800%$13.0K$11.6K-$1.4K2026-10-07
Signature Equity Partners, LLC
INCREASED150135+15+11%$11.1K$11.0K-$1032026-10-29
Physician Wealth Advisors, Inc.
INCREASED142117+25+21%$9.6K$10.4K+$7922026-10-20
Wealth Analytics Partners, LLC
NEW138—+138——$10.1K—2026-10-19
Nisa Investment Advisors, LLC
INCREASED135131+4+3%$10.8K$9.9K-$8762026-10-20
Triumph Capital Management
DECREASED133162-29-18%$13.3K$9.8K-$3.6K2026-10-14
Nfsg Corp
UNCHANGED13313300%$10.9K$9.7K-$1.2K2026-10-15
J.Safra Asset Management Corp
DECREASED131144-13-9%$11.9K$9.6K-$2.2K2026-11-03
Costello Asset Management, Inc
UNCHANGED11611600%$9.5K$8.5K-$1.0K2026-10-30
Elyxium Wealth, LLC
NEW115—+115——$8.5K—2026-10-27
Caitong International Asset Management Co., Ltd
DECREASED1152,511-2,396-95%$206.9K$8.4K-$198.5K2026-10-29
Essential Partners LLC
DECREASED114127-13-10%$10.5K$8.4K-$2.1K2026-10-14
Acumen Wealth Advisors, LLC
UNCHANGED11011000%$9.1K$8.1K-$9822026-11-05
Carolina Wealth Advisors, LLC
UNCHANGED10010000%$8.2K$7.3K-$8932026-10-23
Kings Path Partners LLC
UNCHANGED10010000%$8.2K$7.3K-$8932026-10-21
MTM Investment Management, LLC
UNCHANGED10010000%$8.2K$7.3K-$8932026-10-30
Ninety One UK Ltd
UNCHANGED999900%$8.2K$7.3K-$8842026-10-15
WPG Advisers, LLC
DECREASED9899-1-1%$8.2K$7.2K-$9582026-10-27
Creative Financial Designs Inc
UNCHANGED868600%$7.1K$6.3K-$7682026-11-04
Farmers & Merchants Investments Inc
UNCHANGED858500%$7.0K$6.2K-$7592026-10-22
Zions Bancorporation, National Association
UNCHANGED858500%$7.0K$6.2K-$7592026-11-06
Cassaday & Co Wealth Management LLC
INCREASED766+70+1167%$495$5.6K+$5.1K2026-10-27
Retirement Wealth Solutions LLC
DECREASED75137-62-45%$11.3K$5.5K-$5.8K2026-10-07
North Star Investment Management Corp.
UNCHANGED737300%$6.0K$5.4K-$6522026-10-27
Nova Financial LLC
NEW71—+71——$5.2K—2026-11-04
Deutsche Bank Ag\
DECREASED70303,451-303,381-100%$25.0M$5.1K-$25.0M2026-11-06
Capital Advisors, Ltd. LLC
UNCHANGED696900%$6$5-$12026-10-27
Nemes Rush Group LLC
UNCHANGED686800%$5.6K$5.0K-$6072026-11-04
Livelsberger Financial Advisory
NEW66—+66——$4.9K—2026-10-28
UMB Private Wealth Management, LLC
NEW65—+65——$4.8K—2026-10-19
IFS Advisors, LLC
UNCHANGED616100%$5.0K$4.5K-$5452026-10-14
American Capital Advisory, LLC
UNCHANGED555500%$4.5K$4.0K-$4912026-10-28
Winch Advisory Services, LLC
UNCHANGED545400%$4.4K$3.9K-$4782026-11-06
Clark Wealth Partners
UNCHANGED505000%$4.1K$3.7K-$4462026-10-19
MV Capital Management, Inc.
DECREASED4551-6-12%$4.2K$3.3K-$8962026-10-29
Bayban
UNCHANGED424200%$3.5K$3.5K$02026-11-05
Moisand Fitzgerald Tamayo, LLC
NEW40—+40——$2.9K—2026-10-15
Planning Strategies Inc.
NEW38—+38——$2.8K—2026-10-02
Cape Investment Advisory, Inc.
DECREASED38158-120-76%$13.0K$2.8K-$10.2K2026-10-13
Balance Wealth Partners LLC
NEW37—+37——$2.7K—2026-10-27
Hughes Financial Services, LLC
UNCHANGED353500%$2.9K$2.8K-$1012026-10-30
Montag A & Associates Inc
NEW33—+33——$2.4K—2026-10-29
GK Wealth Management LLC
NEW31—+31——$2.3K—2026-10-09
Tounjian Advisory Partners, LLC
UNCHANGED313100%$2.6K$2.3K-$2762026-11-04
Breakwater Investment Management
INCREASED3011+19+173%$907$2.2K+$1.3K2026-10-20
Buck Wealth Strategies, LLC
UNCHANGED303000%$2.5K$2.2K-$2682026-10-28
St. Johns Investment Management Company, LLC
UNCHANGED252500%$2.1K$1.8K-$2232026-10-30
City State Bank
UNCHANGED252500%$2.1K$1.8K-$2232026-10-20
Burk Holdings LLC
UNCHANGED242400%$2.0K$1.8K-$2152026-11-05
Financial Network Wealth Advisors LLC
UNCHANGED222200%$1.8K$1.6K-$1972026-10-28
Addison Advisors LLC
DECREASED21205-184-90%$16.9K$1.5K-$15.3K2026-11-06
DeDora Capital, Inc.
NEW20—+20——$1.5K—2026-10-26
Lodestone Wealth Management LLC
UNCHANGED191900%$1.6K$1.4K-$1702026-10-14
RMG Wealth Management LLC
UNCHANGED151500%$1.2K$1.3K+$912026-10-26
1620 Investment Advisors, Inc.
UNCHANGED151500%$1.2K$1.1K-$1342026-11-04
Mosley Wealth Management
UNCHANGED141400%$1.2K$1.1K-$162026-10-16
Entrust Financial LLC
NEW13—+13——$956—2026-11-04
Trust Co of Vermont
NEW13—+13——$955—2026-10-21
Monetary Solutions, Ltd
INCREASED138+5+63%$659$955+$2962026-10-22
First Premier Bank
NEW12—+12——$1—2026-10-13
Latitude Advisors, LLC
NEW11—+11——$781—2026-10-27
Godsey & Gibb, Inc
NEW11—+11——$809—2026-10-14
Trust Co
UNCHANGED101000%$824$735-$892026-10-09
Noble Wealth Management PBC
UNCHANGED9900%$742$661-$812026-10-01
Key FInancial Inc
UNCHANGED7700%$577$514-$632026-11-02
Pension & Wealth Management Advisors, Inc.
UNCHANGED5500%$424$378-$462026-10-16
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED5500%$412$368-$442026-10-07
Toth Financial Advisory Corp
NEW4—+4——$294—2026-10-08
Leonteq Securities AG
DECREASED477-73-95%$6.3K$294-$6.1K2026-10-29
Financial Management Professionals, Inc.
DECREASED49-5-56%$742$294-$4482026-10-23
StrongBox Wealth, LLC
NEW3—+3——$220—2026-11-02
Gilpin Wealth Management, LLC
NEW3—+3——$221—2026-10-09
ABC Arbitrage SA
CLOSED060,133-60,133-100%$5.0M$0-$5.0M2026-10-23
Simplex Trading, LLC
CLOSED025,495-25,495-100%$2.1M$0-$2.1M2026-11-04
S.E.E.D. Planning Group LLC
CLOSED021,632-21,632-100%$1.8M$0-$1.8M2026-10-07
Daiwa Securities Group Inc.
CLOSED06,969-6,969-100%$574.2K$0-$574.2K2026-10-29
World Equity Group, Inc.
CLOSED06,505-6,505-100%$536.0K$0-$536.0K2026-10-14
Cordatus Wealth Management LLC
CLOSED05,627-5,627-100%$463.6K$0-$463.6K2026-10-19
Yousif Capital Management, LLC
CLOSED03,442-3,442-100%$283.6K$0-$283.6K2026-10-22
Norden Group LLC
CLOSED03,128-3,128-100%$257.7K$0-$257.7K2026-10-20
Braun-Bostich & Associates Inc.
CLOSED02,946-2,946-100%$242.8K$0-$242.8K2026-10-20
Independent Financial Group, LLC
CLOSED02,881-2,881-100%$237.4K$0-$237.4K2026-10-13
Cornerstone Wealth Management, LLC
CLOSED02,832-2,832-100%$233.4K$0-$233.4K2026-11-04
GFS Advisors, LLC
CLOSED02,760-2,760-100%$8.0M$0-$8.0M2026-11-03
Pekin Hardy Strauss, Inc.
CLOSED02,751-2,751-100%$226.7K$0-$226.7K2026-11-02
Montecito Bank & Trust
CLOSED02,715-2,715-100%$223.7K$0-$223.7K2026-10-01
Summit Securities Group LLC
CLOSED02,700-2,700-100%$222.5K$0-$222.5K2026-11-05
Moody National Bank Trust Division
CLOSED02,653-2,653-100%$218.6K$0-$218.6K2026-10-06
Jacobs & Co
CLOSED02,638-2,638-100%$217.0K$0-$217.0K2026-10-09
Angeles Wealth Management, LLC
CLOSED02,575-2,575-100%$212.2K$0-$212.2K2026-10-26
LVW Advisors, LLC
CLOSED02,566-2,566-100%$211.4K$0-$211.4K2026-10-19
Personal CFO Solutions, LLC
CLOSED02,531-2,531-100%$208.6K$0-$208.6K2026-11-06
J. Safra Sarasin Holding AG
CLOSED02,501-2,501-100%$206.1K$0-$206.1K2026-10-26
Cullen Investment Group, Ltd.
CLOSED02,428-2,428-100%$200.1K$0-$200.1K2026-10-13
Stone House Investment Management, LLC
CLOSED0184-184-100%$15.2K$0-$15.2K2026-10-23
Robinswood Financial LLC
CLOSED0178-178-100%$14.7K$0-$14.7K2026-10-20
New England Capital Financial Advisors LLC
CLOSED0135-135-100%$11.2K$0-$11.2K2026-11-03
MCF Advisors LLC
CLOSED0125-125-100%$10.3K$0-$10.3K2026-10-28
Plante Moran Financial Advisors, LLC
CLOSED0123-123-100%$10.1K$0-$10.1K2026-11-04
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0115-115-100%$9.5K$0-$9.5K2026-10-14
Whipplewood Advisors, LLC
CLOSED0111-111-100%$9.1K$0-$9.1K2026-10-20
United Financial Planning Group LLC
CLOSED0103-103-100%$8.5K$0-$8.5K2026-11-04
Cornerstone Planning Group LLC
CLOSED0103-103-100%$8.6K$0-$8.6K2026-10-16
Gill Capital Partners, LLC
CLOSED0100-100-100%$8.2K$0-$8.2K2026-10-13
Peterson Wealth Services
CLOSED047-47-100%$3.9K$0-$3.9K2026-10-26
Vermillion Wealth Management, Inc.
CLOSED047-47-100%$3.9K$0-$3.9K2026-10-26
Salem Investment Counselors Inc
CLOSED041-41-100%$3.4K$0-$3.4K2026-10-13
Institute for Wealth Management, Llc.
CLOSED038-38-100%$3.1K$0-$3.1K2026-11-06
Halbert Hargrove Global Advisors, LLC
CLOSED024-24-100%$2.0K$0-$2.0K2026-10-16
AdvisorNet Financial, Inc
CLOSED017-17-100%$1.4K$0-$1.4K2026-10-15
Coston, McIsaac & Partners
CLOSED011-11-100%$0$0$02026-11-06
Trifecta Capital Advisors, LLC
CLOSED04-4-100%$330$0-$3302026-10-21
Smallwood Wealth Investment Management, LLC
CLOSED000—$24$0-$242026-10-30
Dodge & COX
N/A—29,477,348-29,477,348-100%$2.4B———
Morgan Stanley
N/A—3,963,862-3,963,862-100%$326.6M———
FMR LLC
N/A—3,264,513-3,264,513-100%$269.0M———
Wellington Management Group LLP
N/A—3,190,248-3,190,248-100%$262.9M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—2,866,192-2,866,192-100%$236.2M———
Point72 Asset Management, L.P.
N/A—2,328,833-2,328,833-100%$191.9M———
Goldman Sachs Group Inc
N/A—1,949,023-1,949,023-100%$160.6M———
Gates Foundation Trust
N/A—1,703,000-1,703,000-100%$140.3M———
Holocene Advisors, LP
N/A—1,654,178-1,654,178-100%$136.3M———
Citadel Advisors LLC
N/A—1,495,353-1,495,353-100%$123.2M———
Capital International Investors
N/A—1,476,944-1,476,944-100%$123.8M———
Bank of America Corp
N/A—1,475,769-1,475,769-100%$121.6M———
BlackRock, Inc.
N/A—1,120,911-1,120,911-100%$92.4M———
UBS Group AG
N/A—1,058,795-1,058,795-100%$87.2M———
Royal Bank of Canada
N/A—1,058,565-1,058,565-100%$87.2M———
Northern Trust Corp
N/A—934,042-934,042-100%$77.0M———
GQG Partners LLC
N/A—918,338-918,338-100%$75.7M———
Clearbridge Investments, LLC
N/A—863,168-863,168-100%$71.1M———
Raymond James Financial Inc
N/A—851,483-851,483-100%$70.2M———
Alberta Investment Management Corp
N/A—645,100-645,100-100%$53.2M———
Wells Fargo & Company
N/A—552,828-552,828-100%$45.6M———
NewEdge Advisors, LLC
N/A—522,643-522,643-100%$43.1M———
Envestnet Asset Management Inc
N/A—485,085-485,085-100%$40.0M———
Millennium Management LLC
N/A—464,843-464,843-100%$38.3M———
First Trust Advisors LP
N/A—455,518-455,518-100%$37.5M———
Cook & Bynum Capital Management, LLC
N/A—403,914-403,914-100%$33.3M———
Susquehanna International Group, LLP
N/A—366,187-366,187-100%$30.2M———
Renaissance Technologies LLC
N/A—360,674-360,674-100%$29.7M———
Causeway Capital Management LLC
N/A—347,657-347,657-100%$28.6M———
Invesco Ltd.
N/A—343,233-343,233-100%$28.3M———
Capital Wealth Planning, LLC
N/A—309,077-309,077-100%$25.5M———
Quantinno Capital Management LP
N/A—282,046-282,046-100%$23.2M———
JPMorgan Chase & Co
N/A—251,305-251,305-100%$21.1M———
Curi Capital, LLC
N/A—244,366-244,366-100%$20.2M———
SEI Investments Co
N/A—242,642-242,642-100%$20.0M———
Natixis Advisors, LLC
N/A—225,479-225,479-100%$18.6M———
Jones Financial Companies Lllp
N/A—218,823-218,823-100%$18.6M———
Charles Schwab Investment Management Inc
N/A—198,874-198,874-100%$16.4M———
D. E. Shaw & Co., Inc.
N/A—197,694-197,694-100%$16.3M———
American Century Companies Inc
N/A—192,463-192,463-100%$15.9M———
Neuberger Berman Group LLC
N/A—185,677-185,677-100%$15.3M———
Manufacturers Life Insurance Company, the
N/A—183,793-183,793-100%$15.1M———
Balyasny Asset Management L.P.
N/A—181,879-181,879-100%$15.0M———
Ameriprise Financial Inc
N/A—179,747-179,747-100%$14.8M———
LMR Partners LLP
N/A—167,950-167,950-100%$13.8M———
Optiver Holding B.V.
N/A—165,960-165,960-100%$13.7M———
Verition Fund Management LLC
N/A—160,000-160,000-100%$13.2M———
Salt Holding Corp.
N/A—154,173-154,173-100%$12.7M———
HRT Financial LP
N/A—148,052-148,052-100%$12.2M———
AQR Capital Management LLC
N/A—146,738-146,738-100%$12.1M———
Voloridge Investment Management, LLC
N/A—146,422-146,422-100%$12.1M———
Capco Asset Management, LLC
N/A—143,187-143,187-100%$11.8M———
Nuveen, LLC
N/A—128,666-128,666-100%$10.6M———
Azimuth Capital Investment Management LLC
N/A—128,392-128,392-100%$10.6M———
Walleye Trading LLC
N/A—123,032-123,032-100%$10.1M———
Fairview Capital Investment Management, LLC
N/A—122,552-122,552-100%$10.1M———
O'shaughnessy Asset Management, LLC
N/A—110,045-110,045-100%$9.1M———
Fayez Sarofim & Co
N/A—106,006-106,006-100%$8.7M———
Ally Financial Inc.
N/A—105,000-105,000-100%$8.7M———
Callan Family Office, LLC
N/A—101,755-101,755-100%$8.4M———
Pathstone Holdings, LLC
N/A—100,332-100,332-100%$8.3M———
QRG Capital Management, Inc.
N/A—99,913-99,913-100%$8.2M———
Tudor Investment Corp ET AL
N/A—94,178-94,178-100%$7.8M———
Ironwood Investment Counsel, LLC
N/A—93,717-93,717-100%$7.7M———
Arrowstreet Capital, Limited Partnership
N/A—93,593-93,593-100%$7.7M———
Tower Research Capital LLC (TRC)
N/A—91,841-91,841-100%$7.6M———
MML Investors Services, LLC
N/A—89,003-89,003-100%$7.3M———
Cetera Investment Advisers
N/A—85,399-85,399-100%$7.0M———
Mariner, LLC
N/A—83,967-83,967-100%$6.9M———
Capital Fund Management S.A.
N/A—77,884-77,884-100%$6.4M———
Orion Porfolio Solutions, LLC
N/A—76,601-76,601-100%$6.3M———
Stifel Financial Corp
N/A—75,630-75,630-100%$6.2M———
Cerity Partners LLC
N/A—75,539-75,539-100%$6.2M———
Hantz Financial Services, Inc.
N/A—74,920-74,920-100%$6.2M———
Nicholas Investment Partners, LP
N/A—65,279-65,279-100%$5.4M———
National Bank of Canada
N/A—65,139-65,139-100%$5.4M———
Capstone Investment Advisors, LLC
N/A—62,500-62,500-100%$5.2M———
Mercer Global Advisors Inc
N/A—62,228-62,228-100%$5.1M———
Two Sigma Investments, LP
N/A—60,897-60,897-100%$5.0M———
Lighthouse Investment Partners, LLC
N/A—60,000-60,000-100%$4.9M———
Baird Financial Group, Inc.
N/A—58,944-58,944-100%$4.9M———
BNP Paribas Financial Markets
N/A—57,816-57,816-100%$4.8M———
Osaic Holdings, Inc.
N/A—54,818-54,818-100%$4.5M———
Maven Securities LTD
N/A—52,466-52,466-100%$4.3M———
&partners
N/A—50,903-50,903-100%$4.2M———
RBF Capital, LLC
N/A—50,000-50,000-100%$4.1M———
Engineers Gate Manager LP
N/A—47,086-47,086-100%$3.9M———
Clarkston Capital Partners, LLC
N/A—44,034-44,034-100%$3.6M———
Vanguard Personalized Indexing Management, LLC
N/A—43,333-43,333-100%$3.6M———
Focus Partners Wealth
N/A—42,902-42,902-100%$3.5M———
Schwerin Boyle Capital Management Inc
N/A—40,352-40,352-100%$3.3M———
HighTower Advisors, LLC
N/A—38,371-38,371-100%$3.2M———
Ruffer LLP
N/A—38,000-38,000-100%$3.1M———
Janney Montgomery Scott LLC
N/A—37,061-37,061-100%$3.1M———
Sequoia Financial Advisors, LLC
N/A—36,875-36,875-100%$3.0M———
Scotia Capital Inc.
N/A—36,368-36,368-100%$3.0M———
Northwestern Mutual Wealth Management Co
N/A—36,230-36,230-100%$3.0M———
Bank of Montreal
N/A—35,665-35,665-100%$2.9M———
Sanctuary Advisors, LLC
N/A—34,268-34,268-100%$2.8M———
Entropy Technologies, LP
N/A—32,174-32,174-100%$2.7M———
Vestmark Advisory Solutions, Inc.
N/A—28,785-28,785-100%$2.4M———
Rhumbline Advisers
N/A—27,832-27,832-100%$2.3M———
CIBC World Market Inc.
N/A—27,685-27,685-100%$2.3M———
Bank OZK
N/A—25,794-25,794-100%$2.1M———
Nomura Holdings Inc
N/A—25,132-25,132-100%$2.1M———
GTS Securities LLC
N/A—24,466-24,466-100%$2.0M———
Dynasty Wealth Management, LLC
N/A—22,878-22,878-100%$1.9M———
Bleakley Financial Group, LLC
N/A—22,838-22,838-100%$1.9M———
Franklin Resources Inc
N/A—22,410-22,410-100%$1.8M———
Arkadios Wealth Advisors
N/A—22,253-22,253-100%$1.8M———
IEQ Capital, LLC
N/A—22,046-22,046-100%$1.8M———
Naviter Wealth, LLC
N/A—21,447-21,447-100%$1.8M———
Maverick Capital LTD
N/A—20,269-20,269-100%$1.7M———
Banco BTG Pactual S.A.
N/A—20,000-20,000-100%$1.6M———
Havemeyer Place LP
N/A—19,567-19,567-100%$1.6M———
Laird Norton Wetherby Trust Company, LLC
N/A—19,234-19,234-100%$1.6M———
UBS Asset Management Americas LLC
N/A—16,610-16,610-100%$1.4M———
Centiva Capital, LP
N/A—16,563-16,563-100%$1.4M———
United Capital Financial Advisors, LLC
N/A—16,051-16,051-100%$1.3M———
Beacon Pointe Advisors, LLC
N/A—15,890-15,890-100%$1.3M———
ExodusPoint Capital Management, LP
N/A—15,272-15,272-100%$1.3M———
NewEdge Wealth, LLC
N/A—15,027-15,027-100%$1.2M———
Caprock Group, LLC
N/A—14,793-14,793-100%$1.2M———
Steward Partners Investment Advisory, LLC
N/A—14,580-14,580-100%$1.2M———
Templeton & Phillips Capital Management, LLC
N/A—13,901-13,901-100%$1.1M———
Atlantic Union Bankshares Corp
N/A—13,893-13,893-100%$1.1M———
Fosun International Ltd
N/A—13,781-13,781-100%$1.1M———
Venturi Wealth Management, LLC
N/A—13,346-13,346-100%$1.1M———
First Manhattan Co. Llc.
N/A—13,282-13,282-100%$1.1M———
Pure Financial Advisors, LLC
N/A—13,275-13,275-100%$1.1M———
Marshall Wace, LLP
N/A—13,086-13,086-100%$1.1M———
BNP Paribas
N/A—13,050-13,050-100%$1.1M———
Jain Global LLC
N/A—12,407-12,407-100%$1.0M———
Bristlecone Value Partners, LLC
N/A—11,859-11,859-100%$977.2K———
Ballentine Partners, LLC
N/A—11,769-11,769-100%$969.8K———
Vident Advisory, LLC
N/A—11,701-11,701-100%$964.2K———
Gamco Investors, Inc. ET AL
N/A—11,700-11,700-100%$964.1K———
1832 Asset Management L.P.
N/A—11,529-11,529-100%$950.0K———
Integrated Investment Consultants, LLC
N/A—11,443-11,443-100%$942.9K———
Rockefeller Capital Management L.P.
N/A—11,118-11,118-100%$916.2K———
Flow Traders U.S. LLC
N/A—10,879-10,879-100%$896.0K———
Chesapeake Capital Corp
N/A—10,810-10,810-100%$890.7K———
Tidal Investments LLC
N/A—10,810-10,810-100%$890.7K———
Kayne Anderson Rudnick Investment Management LLC
N/A—10,573-10,573-100%$871.2K———
Ingalls & Snyder LLC
N/A—10,529-10,529-100%$868.0K———
Ellevest, Inc.
N/A—10,160-10,160-100%$834.1K———
Vinland Capital Management Gestora de Recursos Ltda.
N/A—10,100-10,100-100%$832.2K———
MAI Capital Management
N/A—9,691-9,691-100%$798.6K———
Arax Advisory Partners
N/A—9,680-9,680-100%$797.7K———
Horizon Investments, LLC
N/A—9,662-9,662-100%$796.1K———
Coldstream Capital Management Inc
N/A—9,658-9,658-100%$795.8K———
Qtron Investments LLC
N/A—9,534-9,534-100%$785.6K———
Captrust Financial Advisors
N/A—9,400-9,400-100%$774.6K———
Balanced Rock Investment Advisors LLC
N/A—9,140-9,140-100%$753.1K———
SG Americas Securities, LLC
N/A—8,932-8,932-100%$736.0K———
Pinnacle Financial Partners, Inc.
N/A—8,792-8,792-100%$724.5K———
Summit Trail Advisors, LLC
N/A—8,785-8,785-100%$723.9K———
Independent Advisor Alliance
N/A—8,638-8,638-100%$711.8K———
Smartleaf Asset Management LLC
N/A—8,185-8,185-100%$686.2K———
Syon Capital LLC
N/A—7,942-7,942-100%$654.4K———
Strategic Global Advisors, LLC
N/A—7,865-7,865-100%$638.0K———
Capital Group Private Client Services, Inc.
N/A—7,547-7,547-100%$621.9K———
Round Hill Asset Management
N/A—7,411-7,411-100%$610.7K———
AE Wealth Management LLC
N/A—7,373-7,373-100%$607.6K———
GeoWealth Management, LLC
N/A—7,339-7,339-100%$604.7K———
M&T Bank Corp
N/A—6,863-6,863-100%$565.3K———
Winton Group Ltd
N/A—6,800-6,800-100%$560.3K———
Sivia Capital Partners, LLC
N/A—6,706-6,706-100%$552.6K———
Kennondale Capital Management LLC
N/A—6,643-6,643-100%$547.4K———
Guggenheim Capital LLC
N/A—6,591-6,591-100%$543.1K———
Schonfeld Strategic Advisors LLC
N/A—6,391-6,391-100%$526.6K———
Global Retirement Partners, LLC
N/A—6,268-6,268-100%$516.5K———
Traub Capital Management LLC
N/A—6,239-6,239-100%$514.1K———
Glenmede Trust Co NA
N/A—6,034-6,034-100%$497.2K———
Hexagon Capital Partners LLC
N/A—5,801-5,801-100%$478.0K———
Bessemer Group Inc
N/A—5,616-5,616-100%$432.0K———
Frec Markets, Inc.
N/A—5,536-5,536-100%$456.2K———
Boston Partners
N/A—5,500-5,500-100%$453.2K———
Eldridge Investment Advisors, Inc.
N/A—5,500-5,500-100%$453.2K———
Advisory Services Network, LLC
N/A—5,391-5,391-100%$444.2K———
XY Capital Ltd
N/A—5,262-5,262-100%$433.6K———
OneDigital Investment Advisors LLC
N/A—5,170-5,170-100%$426.0K———
Commerce Bank
N/A—5,118-5,118-100%$421.7K———
Envestnet Portfolio Solutions, Inc.
N/A—5,072-5,072-100%$418.0K———
Brown Brothers Harriman & Co
N/A—4,951-4,951-100%$408.0K———
Keystone Financial Group
N/A—4,919-4,919-100%$405.3K———
Cetera Trust Company, N.a
N/A—4,850-4,850-100%$399.6K———
CoreFirst Bank & Trust
N/A—4,820-4,820-100%$397.2K———
Waverly Advisors, LLC
N/A—4,772-4,772-100%$393.2K———
Wealth Alliance, LLC
N/A—4,763-4,763-100%$392.4K———
DV Trading LLC
N/A—4,587-4,587-100%$378.0K———
Evolve Private Wealth, LLC
N/A—4,432-4,432-100%$365.2K———
Kingsview Wealth Management, LLC
N/A—4,413-4,413-100%$363.7K———
Rehmann Capital Advisory Group
N/A—4,315-4,315-100%$355.7K———
Savvy Advisors, Inc.
N/A—4,304-4,304-100%$354.7K———
XP Advisory US, Inc.
N/A—4,222-4,222-100%$347.9K———
Drive Wealth Management, LLC
N/A—4,203-4,203-100%$346.4K———
New York State Common Retirement Fund
N/A—4,157-4,157-100%$342.5K———
Dorsey & Whitney Trust Co LLC
N/A—4,104-4,104-100%$338.2K———
Moneta Group Investment Advisors LLC
N/A—4,065-4,065-100%$335.0K———
FOX RUN Management, L.L.C.
N/A—3,997-3,997-100%$329.4K———
Private Advisor Group, LLC
N/A—3,881-3,881-100%$319.8K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—3,845-3,845-100%$316.8K———
Benjamin Edwards Inc
N/A—3,825-3,825-100%$315.1K———
Bridgefront Capital, LLC
N/A—3,813-3,813-100%$314.2K———
Mutual Advisors, LLC
N/A—3,722-3,722-100%$306.7K———
Drucker Wealth 3.0, LLC
N/A—3,623-3,623-100%$298.6K———
Pettyjohn, Wood & White, Inc
N/A—3,615-3,615-100%$297.9K———
Trivium Point Advisory, LLC
N/A—3,573-3,573-100%$294.4K———
Squarepoint Ops LLC
N/A—3,498-3,498-100%$288.2K———
Focus Partners Advisor Solutions, LLC
N/A—3,439-3,439-100%$283.5K———
Sandro Wealth Management LLC
N/A—3,407-3,407-100%$280.7K———
Checchi Capital Advisers, LLC
N/A—3,376-3,376-100%$278.2K———
Stephens Inc
N/A—3,351-3,351-100%$276.1K———
EP Wealth Advisors, LLC
N/A—3,343-3,343-100%$275.4K———
Principal Securities, Inc.
N/A—3,306-3,306-100%$272.4K———
Mitchell Mcleod Pugh & Williams Inc
N/A—3,297-3,297-100%$271.7K———
17 Capital Partners, LLC
N/A—3,220-3,220-100%$265.3K———
State Street Corp
N/A—3,151-3,151-100%$259.6K———
Quent Capital, LLC
N/A—3,144-3,144-100%$259.1K———
White Knight Strategic Wealth Advisors, LLC
N/A—3,121-3,121-100%$257.2K———
Beck Bode, LLC
N/A—3,096-3,096-100%$255.1K———
Keebeck Wealth Management
N/A—3,093-3,093-100%$254.9K———
Regal Investment Advisors LLC
N/A—3,056-3,056-100%$251.8K———
Optas, LLC
N/A—3,044-3,044-100%$250.8K———
Harbour Investments, Inc.
N/A—3,022-3,022-100%$249.0K———
Integrated Wealth Concepts LLC
N/A—2,984-2,984-100%$245.9K———
Purpose Unlimited Inc.
N/A—2,964-2,964-100%$244.7K———
Bridgewater Advisors Inc.
N/A—2,961-2,961-100%$248.9K———
one8zero8, LLC
N/A—2,900-2,900-100%$239.0K———
Composition Wealth, LLC
N/A—2,876-2,876-100%$237.0K———
Modern Wealth Management, LLC
N/A—2,817-2,817-100%$232.1K———
EntryPoint Capital, LLC
N/A—2,810-2,810-100%$231.5K———
Calydon Capital
N/A—2,749-2,749-100%$226.5K———
Fiduciary Trust Co
N/A—2,686-2,686-100%$221.3K———
Ausdal Financial Partners, Inc.
N/A—2,583-2,583-100%$212.8K———
Equitable Holdings, Inc.
N/A—2,529-2,529-100%$208.4K———
Icon Wealth Advisors, LLC
N/A—2,444-2,444-100%$201.4K———
Federation des caisses Desjardins du Quebec
N/A—2,306-2,306-100%$190.0K———
EFG International AG
N/A—2,215-2,215-100%$182.5K———
Rothschild Investment LLC
N/A—2,173-2,173-100%$179.1K———
Cary Street Partners Investment Advisory LLC
N/A—1,756-1,756-100%$144.7K———
Huntington National Bank
N/A—1,532-1,532-100%$126.2K———
Basecamp Wealth Advisors LLC
N/A—1,532-1,532-100%$126.2K———
Banque Transatlantique SA
N/A—1,445-1,445-100%$119.1K———
Nomura Asset Management Co LTD
N/A—1,385-1,385-100%$114.1K———
Rexford Capital Inc
N/A—1,064-1,064-100%$87.7K———
Alerus Financial NA
N/A—1,043-1,043-100%$85.9K———
Atlas Capital Advisors Inc.
N/A—984-984-100%$81.1K———
ST Germain D J Co Inc
N/A—912-912-100%$75.1K———
BFC Planning, Inc.
N/A—904-904-100%$74.5K———
Cary Street Partners Financial LLC
N/A—805-805-100%$66.3K———
Walleye Capital LLC
N/A—803-803-100%$66.2K———
Dunhill Financial, LLC
N/A—656-656-100%$54.1K———
IFG Advisory, LLC
N/A—646-646-100%$53.2K———
Quantum Portfolio Management LLC
N/A—607-607-100%$50.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—518-518-100%$42.7K———
Delta Asset Management LLC
N/A—500-500-100%$41.2K———
Continuum Advisory, LLC
N/A—478-478-100%$39.4K———
Geneos Wealth Management Inc.
N/A—474-474-100%$39.1K———
SOA Wealth Advisors, Llc.
N/A—406-406-100%$33.5K———
Meramec Financial Planners, LLC
N/A—389-389-100%$31.5K———
IMA Advisory Services, Inc.
N/A—376-376-100%$31.0K———
Kilter Group LLC
N/A—363-363-100%$29.9K———
Capula Management Ltd
N/A—352-352-100%$29.0K———
Anchor Investment Management, LLC
N/A—350-350-100%$28.8K———
HHM Wealth Advisors, LLC
N/A—309-309-100%$25.5K———
Caitlin John, LLC
N/A—305-305-100%$25.1K———
Prestige Wealth Management Group LLC
N/A—300-300-100%$24.7K———
Synergy Investment Management, LLC
N/A—282-282-100%$23.9K———
Ameriflex Group, Inc.
N/A—275-275-100%$22.7K———
Steigerwald, Gordon & Koch Inc.
N/A—255-255-100%$21.0K———
Toronto Dominion Bank
N/A—245-245-100%$20.0K———
Frazier Financial Advisors, LLC
N/A—212-212-100%$17.5K———
Godfrey Financial Associates, Inc.
N/A—207-207-100%$17.1K———
Kelly Lawrence W & Associates Inc
N/A—200-200-100%$16.5K———
Transamerica Financial Advisors, LLC
N/A—178-178-100%$14.7K———
Fiduciary Financial Advisors
N/A—174-174-100%$14.2K———
LRI Investments, LLC
N/A—155-155-100%$12.8K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—149-149-100%$12.3K———
GW&K Investment Management, LLC
N/A—134-134-100%$11.0K———
SHP Wealth Management
N/A—133-133-100%$10.9K———
Manning & Napier Advisors LLC
N/A—128-128-100%$10.7K———
Strategic Wealth Partners, Ltd.
N/A—124-124-100%$10.2K———
BOK Financial Private Wealth, Inc.
N/A—107-107-100%$8.8K———
PlanVest Financial, Inc
N/A—100-100-100%$8.2K———
Aviso Financial Inc.
N/A—100-100-100%$8.2K———
Raffa Wealth Management, LLC
N/A—96-96-100%$7.9K———
HighMark Wealth Management LLC
N/A—77-77-100%$6.3K———
Cornerstone Financial Management LLC
N/A—70-70-100%$5.8K———
JPL Wealth Management, LLC
N/A—63-63-100%$5.2K———
Measured Wealth Private Client Group, LLC
N/A—50-50-100%$4.1K———
TD Capital Management LLC
N/A—50-50-100%$4.1K———
Federated Hermes, Inc.
N/A—45-45-100%$3.7K———
Nova Wealth Management, Inc.
N/A—37-37-100%$3.0K———
Allied Private Wealth LLC
N/A—34-34-100%$2.7K———
Motco
N/A—33-33-100%$2.7K———
Capital Analysts, LLC
N/A—33-33-100%$3———
Highland Investment Advisors LLC
N/A—23-23-100%$1.9K———
Sittner & Nelson, LLC
N/A—23-23-100%$1.9K———
Smithfield Trust Co
N/A—22-22-100%$2———
Strive Financial Group,LLC
N/A—21-21-100%$1.7K———
Cbiz Investment Advisory Services, LLC
N/A—20-20-100%$1.4K———
Financial Gravity Companies, Inc.
N/A—20-20-100%$1.6K———
Crewe Advisors LLC
N/A—16-16-100%$1.3K———
Chesapeake Asset Management LLC
N/A—13-13-100%$1.1K———
Marshall Investment Management, LLC
N/A—9-9-100%$742———
Bogart Wealth, LLC
N/A—7-7-100%$577———
MidFirst Bank
N/A—6-6-100%$494———
Bartlett & Co. Wealth Management LLC
N/A—5-5-100%$412———
Keating Financial Advisory Services, Inc.
N/A—4-4-100%$330———
Millstone Evans Group, LLC
N/A—3-3-100%$247———
Showing 653 of 653 institutions