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Ares Capital Corp (ARCC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Strs Ohio
INCREASED
Shares12,600,311 from 10,657,085
Change+1,943,226 (+18%)
Value$240.7M (+$43.2M)
Filed 2026-10-30
Generali Asset Management SPA SGR
INCREASED
Shares7,950,908 from 7,547,995
Change+402,913 (+5%)
Value$151.9M (+$12.0M)
Filed 2026-10-26
Confluence Investment Management LLC
DECREASED
Shares3,275,333 from 3,367,580
Change-92,247 (-3%)
Value$62.6M (+$157.6K)
Filed 2026-10-01
Sound Income Strategies, LLC
INCREASED
Shares3,195,050 from 2,766,368
Change+428,682 (+16%)
Value$59.9M (+$8.6M)
Filed 2026-10-09
Muzinich & Co., Inc.
INCREASED
Shares2,292,959 from 2,250,333
Change+42,626 (+2%)
Value$43.8M (+$2.1M)
Filed 2026-10-22
Allen Investment Management, LLC
DECREASED
Shares1,824,043 from 2,441,585
Change-617,542 (-25%)
Value$34.8M (-$10.4M)
Filed 2026-11-03
Border to Coast Pensions Partnership Ltd
DECREASED
Shares1,700,000 from 2,000,000
Change-300,000 (-15%)
Value$32.4M (-$4.6M)
Filed 2026-10-09
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares1,673,372 from 1,716,046
Change-42,674 (-2%)
Value$32.0M (+$163.1K)
Filed 2026-10-29
Bruni J V & Co
DECREASED
Shares1,242,454 from 1,266,283
Change-23,829 (-2%)
Value$23.7M (+$266.6K)
Filed 2026-11-05
Apollon Wealth Management, LLC
DECREASED
Shares1,113,691 from 1,116,916
Change-3,225 (0%)
Value$21.3M (+$575.1K)
Filed 2026-10-23
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares1,083,355 from 1,081,390
Change+1,965 (+0%)
Value$20.7M (+$654.0K)
Filed 2026-11-02
Tectonic Advisors LLC
INCREASED
Shares938,383 from 844,971
Change+93,412 (+11%)
Value$17.9M (+$2.3M)
Filed 2026-10-22
Lido Advisors, LLC
INCREASED
Shares838,016 from 776,654
Change+61,362 (+8%)
Value$16.0M (+$1.6M)
Filed 2026-11-04
Sigma Investment Counselors Inc
INCREASED
Shares818,336 from 781,116
Change+37,220 (+5%)
Value$15.6M (+$1.2M)
Filed 2026-10-27
Edgemoor Investment Advisors, Inc.
INCREASED
Shares721,995 from 720,251
Change+1,744 (+0%)
Value$13.8M (+$443.9K)
Filed 2026-11-03
Commonwealth Equity Services, LLC
INCREASED
Shares669,209 from 650,794
Change+18,415 (+3%)
Value$12.8M (+$722.7K)
Filed 2026-11-02
D.A. Davidson & Co.
DECREASED
Shares618,670 from 635,482
Change-16,812 (-3%)
Value$11.8M (+$41.1K)
Filed 2026-10-28
Baldwin Wealth Partners LLC
INCREASED
Shares587,917 from 439,021
Change+148,896 (+34%)
Value$11.2M (+$3.1M)
Filed 2026-10-13
Chicago Partners Investment Group LLC
INCREASED
Shares585,716 from 571,386
Change+14,330 (+3%)
Value$10.9M (+$284.3K)
Filed 2026-10-27
Columbus Macro, LLC
INCREASED
Shares576,520 from 543,378
Change+33,142 (+6%)
Value$11.0M (+$942.7K)
Filed 2026-10-14
Bell Bank
INCREASED
Shares532,313 from 515,804
Change+16,509 (+3%)
Value$10.2M (+$609.3K)
Filed 2026-10-21
Kestra Advisory Services, LLC
INCREASED
Shares531,769 from 520,151
Change+11,618 (+2%)
Value$10.2M (+$518.4K)
Filed 2026-11-02
Citigroup Inc
DECREASED
Shares508,934 from 539,586
Change-30,652 (-6%)
Value$9.7M (-$277.9K)
Filed 2026-11-04
Independent Financial Group, LLC
INCREASED
Shares498,617 from 460,273
Change+38,344 (+8%)
Value$9.5M (+$994.7K)
Filed 2026-10-13
Gritstone Asset Management LLC
INCREASED
Shares447,203 from 447,088
Change+115 (+0%)
Value$8.5M (+$257.0K)
Filed 2026-10-26
Oppenheimer & Co Inc
DECREASED
Shares443,961 from 472,826
Change-28,865 (-6%)
Value$8.5M (-$281.8K)
Filed 2026-10-26
Creative Planning
INCREASED
Shares409,998 from 284,299
Change+125,699 (+44%)
Value$7.8M (+$2.6M)
Filed 2026-11-02
Prairiewood Capital, LLC
INCREASED
Shares403,963 from 384,360
Change+19,603 (+5%)
Value$7.7M (+$593.5K)
Filed 2026-10-16
Crestwood Advisors Group, LLC
INCREASED
Shares399,776 from 396,855
Change+2,921 (+1%)
Value$7.6M (+$282.0K)
Filed 2026-10-27
Dupree Financial Group, LLC
NEW
Shares387,184
Change+387,184
Value$7.4M
Filed 2026-10-09
Obermeyer Wealth Partners
INCREASED
Shares362,739 from 296,701
Change+66,038 (+22%)
Value$6.9M (+$1.4M)
Filed 2026-10-21
Trinity Financial Advisors LLC
DECREASED
Shares361,044 from 374,036
Change-12,992 (-3%)
Value$6.9M (-$34.9K)
Filed 2026-10-09
Romano Brothers and Company
DECREASED
Shares356,823 from 358,827
Change-2,004 (-1%)
Value$6.8M (+$166.3K)
Filed 2026-10-22
Smith Asset Management Co., LLC
INCREASED
Shares352,408 from 349,766
Change+2,642 (+1%)
Value$6.7M (+$249.8K)
Filed 2026-10-16
Foresight Capital Management Advisors, Inc.
INCREASED
Shares349,909 from 345,778
Change+4,131 (+1%)
Value$6.7M (+$276.0K)
Filed 2026-10-27
Carnegie Investment Counsel
DECREASED
Shares332,550 from 334,801
Change-2,251 (-1%)
Value$6.4M (+$147.8K)
Filed 2026-10-20
Blume Capital Management, Inc.
DECREASED
Shares326,140 from 330,490
Change-4,350 (-1%)
Value$6.2M (+$105.3K)
Filed 2026-10-26
Wealthcare Advisory Partners LLC
INCREASED
Shares320,211 from 264,044
Change+56,167 (+21%)
Value$6.1M (+$1.2M)
Filed 2026-10-21
Financial Management Network Inc
INCREASED
Shares316,158 from 247,203
Change+68,955 (+28%)
Value$6.0M (+$1.2M)
Filed 2026-10-09
Brown, Lisle Ings, Inc.
INCREASED
Shares302,619 from 265,633
Change+36,986 (+14%)
Value$5.8M (+$857.8K)
Filed 2026-10-16
Baugh & Associates, LLC
INCREASED
Shares296,118 from 268,304
Change+27,814 (+10%)
Value$5.0M (-$3.5K)
Filed 2026-10-16
Payden & Rygel
UNCHANGED
Shares275,660 from 275,660
Change0 (0%)
Value$5.3M (+$157.0K)
Filed 2026-10-28
International Assets Investment Management, LLC
DECREASED
Shares271,026 from 282,421
Change-11,395 (-4%)
Value$5.2M (-$100.5K)
Filed 2026-11-02
Meridian Wealth Management, LLC
INCREASED
Shares266,026 from 253,713
Change+12,313 (+5%)
Value$5.1M (+$379.8K)
Filed 2026-11-05
Mirador Capital Partners LP
DECREASED
Shares254,781 from 257,143
Change-2,362 (-1%)
Value$4.9M (+$101.5K)
Filed 2026-10-09
Evergreen Capital Management LLC
DECREASED
Shares254,310 from 258,693
Change-4,383 (-2%)
Value$4.9M (+$63.7K)
Filed 2026-10-23
Ticino Wealth
INCREASED
Shares251,663 from 243,855
Change+7,808 (+3%)
Value$4.8M (+$288.1K)
Filed 2026-10-13
Bayshore Capital Advisors, LLC
NEW
Shares246,000
Change+246,000
Value$4.7M
Filed 2026-11-02
Old Second National Bank of Aurora
INCREASED
Shares228,703 from 224,251
Change+4,452 (+2%)
Value$4.4M (+$212.9K)
Filed 2026-10-22
Truist Financial Corp
INCREASED
Shares218,245 from 161,597
Change+56,648 (+35%)
Value$4.2M (+$1.2M)
Filed 2026-10-30
Bank of New York Mellon Corp
DECREASED
Shares213,006 from 237,789
Change-24,783 (-10%)
Value$4.1M (-$337.8K)
Filed 2026-11-05
Perennial Advisors, LLC
DECREASED
Shares211,617 from 224,244
Change-12,627 (-6%)
Value$4.0M (-$113.4K)
Filed 2026-10-13
LFG Wealth Partners, LLC
INCREASED
Shares200,558 from 195,003
Change+5,555 (+3%)
Value$3.8M (+$217.2K)
Filed 2026-10-28
Clear Creek Financial Management, LLC
DECREASED
Shares199,402 from 199,404
Change-2 (0%)
Value$3.8M (+$113.6K)
Filed 2026-10-28
Whipplewood Advisors, LLC
INCREASED
Shares198,090 from 177,662
Change+20,428 (+12%)
Value$3.8M (+$491.4K)
Filed 2026-10-20
Farther Finance Advisors, LLC
DECREASED
Shares198,060 from 223,214
Change-25,154 (-11%)
Value$3.8M (-$353.1K)
Filed 2026-10-08
New South Capital Management Inc
DECREASED
Shares198,056 from 349,945
Change-151,889 (-43%)
Value$3.8M (-$2.7M)
Filed 2026-11-05
Concurrent Investment Advisors, LLC
INCREASED
Shares196,616 from 155,429
Change+41,187 (+27%)
Value$3.8M (+$875.3K)
Filed 2026-10-16
Stableford Capital II LLC
DECREASED
Shares191,701 from 192,802
Change-1,101 (-1%)
Value$3.7M (+$88.9K)
Filed 2026-10-09
Avior Wealth Management, LLC
DECREASED
Shares182,101 from 188,289
Change-6,188 (-3%)
Value$3.5M (-$10.9K)
Filed 2026-10-13
Challenger Wealth Management
DECREASED
Shares178,311 from 196,435
Change-18,124 (-9%)
Value$3.4M (-$234.2K)
Filed 2026-10-30
Plan Group Financial, LLC
INCREASED
Shares177,699 from 147,018
Change+30,681 (+21%)
Value$3.3M (+$565.0K)
Filed 2026-10-22
AA Financial Advisors, LLC
INCREASED
Shares171,967 from 164,209
Change+7,758 (+5%)
Value$3.3M (+$241.8K)
Filed 2026-10-19
Sigma Planning Corp
INCREASED
Shares171,321 from 171,155
Change+166 (+0%)
Value$3.3M (+$100.7K)
Filed 2026-10-23
Prospera Financial Services Inc
INCREASED
Shares171,233 from 152,696
Change+18,537 (+12%)
Value$3.3M (+$442.9K)
Filed 2026-11-04
Curated Wealth Partners LLC
INCREASED
Shares161,873 from 161,868
Change+5 (0%)
Value$3.1M (+$92.4K)
Filed 2026-10-15
Community Trust & Investment Co
INCREASED
Shares155,515 from 153,949
Change+1,566 (+1%)
Value$3.0M (+$117.7K)
Filed 2026-10-15
Larson Financial Group LLC
INCREASED
Shares154,671 from 140,341
Change+14,330 (+10%)
Value$3.0M (+$353.7K)
Filed 2026-11-05
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares154,261 from 154,261
Change0 (0%)
Value$2.9M ($0)
Filed 2026-10-15
Riverbridge Partners LLC
INCREASED
Shares152,288 from 111,289
Change+40,999 (+37%)
Value$2.9M (+$846.5K)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares150,846 from 165,280
Change-14,434 (-9%)
Value$2.8M (-$277.1K)
Filed 2026-10-13
Cottage Street Advisors LLC
DECREASED
Shares140,697 from 145,471
Change-4,774 (-3%)
Value$2.7M (-$10.2K)
Filed 2026-10-19
Taylor Frigon Capital Management LLC
INCREASED
Shares138,024 from 136,284
Change+1,740 (+1%)
Value$2.6M (+$110.9K)
Filed 2026-10-23
Kingswood Wealth Advisors, LLC
INCREASED
Shares134,710 from 32,567
Change+102,143 (+314%)
Value$2.6M (+$2.0M)
Filed 2026-10-23
Elemental Capital Partners LLC
INCREASED
Shares132,332 from 128,732
Change+3,600 (+3%)
Value$2.5M (+$142.1K)
Filed 2026-10-14
Joel Isaacson & Co., LLC
DECREASED
Shares130,808 from 134,631
Change-3,823 (-3%)
Value$2.5M (+$3.7K)
Filed 2026-11-05
Integras Partners LLC
INCREASED
Shares119,295 from 114,757
Change+4,538 (+4%)
Value$2.3M (+$152.1K)
Filed 2026-10-30
M&G Plc
UNCHANGED
Shares115,000 from 115,000
Change0 (0%)
Value$2.2M ($0)
Filed 2026-11-04
United Advisor Group, LLC
INCREASED
Shares114,123 from 113,090
Change+1,033 (+1%)
Value$2.2M (+$84.2K)
Filed 2026-11-03
Fifth Third Bancorp
INCREASED
Shares109,958 from 105,321
Change+4,637 (+4%)
Value$2.1M (+$148.6K)
Filed 2026-11-05
HUB Investment Partners, LLC
INCREASED
Shares108,854 from 94,125
Change+14,729 (+16%)
Value$2.1M (+$335.0K)
Filed 2026-11-03
Moneco Advisors, LLC
DECREASED
Shares107,424 from 114,350
Change-6,926 (-6%)
Value$2.1M (-$67.1K)
Filed 2026-11-05
Left Brain Wealth Management, LLC
NEW
Shares107,326
Change+107,326
Value$2.0M
Filed 2026-10-28
Brown Miller Wealth Management, LLC
INCREASED
Shares104,071 from 102,473
Change+1,598 (+2%)
Value$2.0M (+$88.9K)
Filed 2026-11-02
Global Strategic Management Inc
DECREASED
Shares103,562 from 108,192
Change-4,630 (-4%)
Value$2.0M (-$27.0K)
Filed 2026-10-16
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares102,391 from 119,790
Change-17,399 (-15%)
Value$2.0M (-$264.0K)
Filed 2026-10-13
HB Wealth Management, LLC
DECREASED
Shares100,925 from 101,316
Change-391 (0%)
Value$1.9M (+$50.3K)
Filed 2026-10-23
Avidian Wealth Enterprises, LLC
INCREASED
Shares100,778 from 60,567
Change+40,211 (+66%)
Value$1.9M (+$802.5K)
Filed 2026-10-08
Nfsg Corp
INCREASED
Shares100,149 from 88,153
Change+11,996 (+14%)
Value$1.9M (+$279.4K)
Filed 2026-10-15
Eagle Global Advisors LLC
INCREASED
Shares96,500 from 96,360
Change+140 (+0%)
Value$1.8M (+$57.6K)
Filed 2026-11-02
Certior Financial Group, LLC
DECREASED
Shares95,033 from 100,816
Change-5,783 (-6%)
Value$1.8M (-$53.0K)
Filed 2026-10-19
Legacy Capital Wealth Partners, LLC
INCREASED
Shares91,321 from 89,789
Change+1,532 (+2%)
Value$1.7M (+$80.4K)
Filed 2026-10-21
Ashton Thomas Private Wealth, LLC
INCREASED
Shares90,750 from 84,572
Change+6,178 (+7%)
Value$1.7M (+$166.2K)
Filed 2026-11-03
Salem Investment Counselors Inc
DECREASED
Shares90,066 from 196,071
Change-106,005 (-54%)
Value$1.7M (-$1.9M)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
DECREASED
Shares89,552 from 95,903
Change-6,351 (-7%)
Value$1.7M (-$66.6K)
Filed 2026-11-05
Midwest Professional Planners, Ltd.
INCREASED
Shares86,783 from 76,617
Change+10,166 (+13%)
Value$1.7M (+$237.8K)
Filed 2026-10-29
Elevation Point Wealth Partners, LLC
INCREASED
Shares84,748 from 84,392
Change+356 (+0%)
Value$1.6M (+$51.1K)
Filed 2026-11-05
Register Financial Advisors LLC
INCREASED
Shares82,288 from 80,038
Change+2,250 (+3%)
Value$1.6M (+$88.6K)
Filed 2026-10-23
Bank of New Hampshire
DECREASED
Shares82,099 from 84,128
Change-2,029 (-2%)
Value$1.6M (+$9.2K)
Filed 2026-10-06
Stiles Financial Services Inc
INCREASED
Shares79,922 from 79,696
Change+226 (+0%)
Value$1.5M (+$49.7K)
Filed 2026-10-30
Essential Investment Partners LLC
INCREASED
Shares79,296 from 76,496
Change+2,800 (+4%)
Value$1.5M (+$97.1K)
Filed 2026-10-27
Eos Management, L.P.
UNCHANGED
Shares78,500 from 78,500
Change0 (0%)
Value$1.5M (+$44.7K)
Filed 2026-10-27
Lazari Capital Management, Inc.
DECREASED
Shares78,450 from 80,850
Change-2,400 (-3%)
Value$1.5M (+$244)
Filed 2026-10-20
Ayrshire Capital Management LLC
DECREASED
Shares78,196 from 78,749
Change-553 (-1%)
Value$1.5M (+$34.3K)
Filed 2026-10-20
Wedbush Securities Inc
DECREASED
Shares77,595 from 91,411
Change-13,816 (-15%)
Value$1.5M (-$212.0K)
Filed 2026-10-22
Linden Thomas Advisory Services, LLC
INCREASED
Shares77,231 from 71,192
Change+6,039 (+8%)
Value$1.5M (+$155.9K)
Filed 2026-10-19
RDA Financial Network
DECREASED
Shares76,426 from 76,633
Change-207 (0%)
Value$1.5M (+$39.7K)
Filed 2026-10-15
Titan Investment Management LLC
NEW
Shares74,548
Change+74,548
Value$1.4M
Filed 2026-10-22
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares74,334 from 71,285
Change+3,049 (+4%)
Value$1.4M (+$98.9K)
Filed 2026-11-04
Naples Global Advisors, LLC
INCREASED
Shares74,258 from 73,602
Change+656 (+1%)
Value$1.4M (+$54.5K)
Filed 2026-11-05
Independent Wealth Network Inc.
INCREASED
Shares69,814 from 69,058
Change+756 (+1%)
Value$1.3M (+$53.8K)
Filed 2026-10-19
Mesirow Financial Investment Management, Inc.
INCREASED
Shares68,550 from 67,704
Change+846 (+1%)
Value$1.3M (+$54.7K)
Filed 2026-11-05
River Street Advisors LLC
INCREASED
Shares67,939 from 59,267
Change+8,672 (+15%)
Value$1.3M (+$199.4K)
Filed 2026-10-22
Keybank National Association
INCREASED
Shares67,771 from 43,271
Change+24,500 (+57%)
Value$1.3M (+$492.6K)
Filed 2026-11-04
Key Client Fiduciary Advisors, LLC
DECREASED
Shares63,945 from 67,752
Change-3,807 (-6%)
Value$1.2M (-$34.1K)
Filed 2026-10-19
AlphaCore Capital LLC
INCREASED
Shares63,915 from 61,652
Change+2,263 (+4%)
Value$1.2M (+$78.4K)
Filed 2026-11-04
Tempus Wealth Planning, LLC
INCREASED
Shares63,642 from 38,642
Change+25,000 (+65%)
Value$1.2M (+$499.5K)
Filed 2026-10-14
Dickmeyer Boyce Financial Management, Inc.
DECREASED
Shares62,494 from 62,500
Change-6 (0%)
Value$1.2M (+$35.5K)
Filed 2026-10-08
GoalVest Advisory LLC
INCREASED
Shares60,475 from 58,237
Change+2,238 (+4%)
Value$1.2M (+$75.9K)
Filed 2026-10-02
Simplicity Wealth,LLC
NEW
Shares60,047
Change+60,047
Value$1.1M
Filed 2026-10-23
C2c Wealth Management, LLC
INCREASED
Shares59,850 from 55,850
Change+4,000 (+7%)
Value$1.1M (+$108.2K)
Filed 2026-10-20
Samalin Investment Counsel, LLC
DECREASED
Shares59,654 from 68,479
Change-8,825 (-13%)
Value$1.1M (-$129.5K)
Filed 2026-10-23
BKM Wealth Management, LLC
INCREASED
Shares59,114 from 56,152
Change+2,962 (+5%)
Value$1.1M (+$88.6K)
Filed 2026-10-22
Accel Wealth Management
INCREASED
Shares58,240 from 56,895
Change+1,345 (+2%)
Value$1.1M (+$58.1K)
Filed 2026-10-13
Delphi Management Inc
INCREASED
Shares57,825 from 53,060
Change+4,765 (+9%)
Value$1.1M (+$121.0K)
Filed 2026-11-05
Granite FO LLC
UNCHANGED
Shares57,715 from 57,715
Change0 (0%)
Value$1.1M (+$32.9K)
Filed 2026-10-14
Davenport & Co LLC
INCREASED
Shares57,556 from 52,696
Change+4,860 (+9%)
Value$1.1M (+$122.9K)
Filed 2026-10-14
Mcdonald Partners LLC
INCREASED
Shares57,500 from 45,000
Change+12,500 (+28%)
Value$1.1M (+$264.4K)
Filed 2026-11-03
Cascade Investment Group, Inc.
DECREASED
Shares57,183 from 58,195
Change-1,012 (-2%)
Value$1.1M (+$13.8K)
Filed 2026-10-13
Lantz Financial LLC
INCREASED
Shares56,553 from 56,382
Change+171 (+0%)
Value$1.1M (+$35.4K)
Filed 2026-10-15
Cordoba Advisory Partners LLC
DECREASED
Shares55,564 from 58,179
Change-2,615 (-4%)
Value$1.1M (-$25.6K)
Filed 2026-10-19
Onyx Bridge Wealth Group LLC
DECREASED
Shares55,114 from 56,523
Change-1,409 (-2%)
Value$1.1M (+$5.3K)
Filed 2026-10-16
ProShare Advisors LLC
DECREASED
Shares54,943 from 60,034
Change-5,091 (-8%)
Value$1.0M (-$63.0K)
Filed 2026-10-29
Investment Partners Asset Management, Inc.
INCREASED
Shares54,773 from 53,734
Change+1,039 (+2%)
Value$1.0M (+$50.5K)
Filed 2026-10-09
Wilmington Savings Fund Society, FSB
DECREASED
Shares54,529 from 62,529
Change-8,000 (-13%)
Value$1.0M (-$117.2K)
Filed 2026-10-23
Brookstone Capital Management
INCREASED
Shares50,901 from 43,648
Change+7,253 (+17%)
Value$972.2K (+$163.4K)
Filed 2026-10-22
Parallel Advisors, LLC
INCREASED
Shares50,395 from 49,963
Change+432 (+1%)
Value$962.5K (+$36.7K)
Filed 2026-11-03
Spire Wealth Management
DECREASED
Shares49,880 from 79,181
Change-29,301 (-37%)
Value$952.7K (-$514.5K)
Filed 2026-10-30
Westbourne Investment Advisors, Inc.
INCREASED
Shares48,750 from 47,050
Change+1,700 (+4%)
Value$931.1K (+$59.3K)
Filed 2026-10-20
Lewis Asset Management, LLC
DECREASED
Shares48,365 from 50,248
Change-1,883 (-4%)
Value$923.8K (-$7.3K)
Filed 2026-10-14
Commerce Advisors, LLC
INCREASED
Shares46,380 from 43,986
Change+2,394 (+5%)
Value$885.9K (+$70.8K)
Filed 2026-10-19
First Affirmative Financial Network
NEW
Shares45,362
Change+45,362
Value$866.4K
Filed 2026-10-21
Pension & Wealth Management Advisors, Inc.
DECREASED
Shares45,079 from 45,481
Change-402 (-1%)
Value$861.0K (+$18.3K)
Filed 2026-10-16
1620 Investment Advisors, Inc.
INCREASED
Shares44,548 from 37,166
Change+7,382 (+20%)
Value$850.9K (+$162.2K)
Filed 2026-11-04
Haven Private, LLC
DECREASED
Shares44,432 from 46,961
Change-2,529 (-5%)
Value$848.7K (-$21.5K)
Filed 2026-10-27
Koshinski Asset Management, Inc.
INCREASED
Shares44,135 from 40,291
Change+3,844 (+10%)
Value$843.0K (+$96.4K)
Filed 2026-10-29
LexAurum Advisors, LLC
DECREASED
Shares43,962 from 44,864
Change-902 (-2%)
Value$839.7K (+$8.3K)
Filed 2026-10-19
US Bancorp \de\
INCREASED
Shares43,578 from 43,444
Change+134 (+0%)
Value$832.3K (+$27.3K)
Filed 2026-11-05
Diversify Wealth Management, LLC
INCREASED
Shares42,966 from 39,707
Change+3,259 (+8%)
Value$812.9K (+$62.8K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares42,966 from 39,707
Change+3,259 (+8%)
Value$812.9K (+$62.8K)
Filed 2026-10-20
Beverly Hills Private Wealth, LLC
DECREASED
Shares42,309 from 45,111
Change-2,802 (-6%)
Value$808.1K (-$27.8K)
Filed 2026-11-04
IFP Advisors, Inc
DECREASED
Shares41,418 from 43,071
Change-1,653 (-4%)
Value$791.1K (-$7.0K)
Filed 2026-10-16
Venture Visionary Partners LLC
INCREASED
Shares40,376 from 28,386
Change+11,990 (+42%)
Value$771.2K (+$245.2K)
Filed 2026-10-07
Family Wealth Partners, LLC
INCREASED
Shares39,844 from 35,807
Change+4,037 (+11%)
Value$761.0K (+$97.5K)
Filed 2026-10-20
Nicholas Hoffman & Company, Llc.
INCREASED
Shares39,340 from 33,368
Change+5,972 (+18%)
Value$751.4K (+$133.1K)
Filed 2026-10-30
Werlinich Asset Management, LLC
UNCHANGED
Shares38,880 from 38,880
Change0 (0%)
Value$742.6K (+$22.2K)
Filed 2026-10-09
Palacios Wealth Management, LLC
INCREASED
Shares38,417 from 30,224
Change+8,193 (+27%)
Value$733.8K (+$173.7K)
Filed 2026-11-04
Miller Global Investments, LLC
INCREASED
Shares37,673 from 10,968
Change+26,705 (+243%)
Value$719.6K (+$516.3K)
Filed 2026-10-02
Sowell Financial Services LLC
INCREASED
Shares37,597 from 13,848
Change+23,749 (+172%)
Value$718.1K (+$461.5K)
Filed 2026-10-23
Intrua Financial, LLC
INCREASED
Shares37,539 from 36,932
Change+607 (+2%)
Value$717.0K (+$32.6K)
Filed 2026-10-28
Duncker Streett & Co Inc
DECREASED
Shares37,477 from 38,418
Change-941 (-2%)
Value$715.8K (+$3.9K)
Filed 2026-10-27
Mallini Complete Financial Planning LLC
DECREASED
Shares36,144 from 40,027
Change-3,883 (-10%)
Value$690.4K (-$51.3K)
Filed 2026-10-06
First National Bank of Mount Dora, Trust Investment Services
UNCHANGED
Shares35,964 from 35,964
Change0 (0%)
Value$686.9K (+$20.5K)
Filed 2026-10-21
MBM Wealth Consultants, LLC
INCREASED
Shares35,837 from 29,900
Change+5,937 (+20%)
Value$684.5K (+$130.4K)
Filed 2026-10-20
Monument Capital Management
INCREASED
Shares35,615 from 35,592
Change+23 (+0%)
Value$680.2K (+$20.7K)
Filed 2026-10-09
Wedmont Private Capital
DECREASED
Shares34,851 from 36,412
Change-1,561 (-4%)
Value$653.1K (-$30.7K)
Filed 2026-10-09
Verdence Capital Advisors LLC
DECREASED
Shares34,437 from 57,549
Change-23,112 (-40%)
Value$657.7K (-$408.6K)
Filed 2026-10-26
Balboa Wealth Partners
DECREASED
Shares34,178 from 34,896
Change-718 (-2%)
Value$652.8K (+$6.2K)
Filed 2026-10-20
Wespac Advisors, LLC
INCREASED
Shares33,804 from 33,090
Change+714 (+2%)
Value$645.7K (+$32.5K)
Filed 2026-10-26
Cypress Wealth Services, LLC
INCREASED
Shares33,430 from 32,675
Change+755 (+2%)
Value$623.1K (+$17.7K)
Filed 2026-10-21
Ascentis Independent Advisors
INCREASED
Shares33,305 from 1,009
Change+32,296 (+3201%)
Value$636.1K (+$617.4K)
Filed 2026-11-03
Triumph Capital Management
INCREASED
Shares33,090 from 32,350
Change+740 (+2%)
Value$632.0K (+$32.6K)
Filed 2026-10-14
Quadrant Capital Group LLC
INCREASED
Shares32,881 from 31,680
Change+1,201 (+4%)
Value$610.3K (+$23.2K)
Filed 2026-10-20
Millennium Capital Advisors, LLC
INCREASED
Shares32,455 from 32,454
Change+1 (0%)
Value$619.9K (+$18.5K)
Filed 2026-10-16
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED
Shares32,343 from 31,536
Change+807 (+3%)
Value$617.8K (+$33.4K)
Filed 2026-10-19
VestGen Advisors, LLC
INCREASED
Shares32,220 from 30,970
Change+1,250 (+4%)
Value$615.4K (+$41.5K)
Filed 2026-10-27
Sculati Wealth Management, LLC
DECREASED
Shares31,796 from 46,708
Change-14,912 (-32%)
Value$592.4K (-$303.0K)
Filed 2026-10-19
Quad-Cities Investment Group, LLC
DECREASED
Shares31,439 from 31,558
Change-119 (0%)
Value$600.5K (+$15.7K)
Filed 2026-10-16
Western Financial Corp
INCREASED
Shares31,161 from 30,404
Change+757 (+2%)
Value$595.2K (+$31.8K)
Filed 2026-10-14
Pinion Investment Advisors, LLC
INCREASED
Shares31,020 from 30,605
Change+415 (+1%)
Value$592.5K (+$25.4K)
Filed 2026-11-04
Marathon Capital Management
DECREASED
Shares30,979 from 30,981
Change-2 (0%)
Value$591.7K (+$17.6K)
Filed 2026-10-23
Private Trust Co NA
INCREASED
Shares30,826 from 26,503
Change+4,323 (+16%)
Value$588.8K (+$97.7K)
Filed 2026-10-20
Access Investment Management LLC
UNCHANGED
Shares30,675 from 30,675
Change0 (0%)
Value$585.9K (+$17.5K)
Filed 2026-10-23
J.M. Arbour, LLC
INCREASED
Shares30,635 from 28,708
Change+1,927 (+7%)
Value$585.1K (+$53.2K)
Filed 2026-11-05
CoreCap Advisors, LLC
INCREASED
Shares30,616 from 25,831
Change+4,785 (+19%)
Value$584.8K (+$106.1K)
Filed 2026-10-08
Wealthcare Capital Partners, LLC
INCREASED
Shares30,512 from 30,320
Change+192 (+1%)
Value$582.8K (+$20.9K)
Filed 2026-10-21
Albion Financial Group
DECREASED
Shares30,320 from 31,295
Change-975 (-3%)
Value$579.1K (-$785)
Filed 2026-10-21
Milestone Asset Management Group, LLC
INCREASED
Shares30,054 from 27,438
Change+2,616 (+10%)
Value$574.0K (+$65.6K)
Filed 2026-10-20
J. Safra Sarasin Holding AG
UNCHANGED
Shares30,000 from 30,000
Change0 (0%)
Value$573.0K (+$17.1K)
Filed 2026-10-26
Roman Butler Fullerton & Co
INCREASED
Shares29,887 from 29,231
Change+656 (+2%)
Value$550.2K (+$5.4K)
Filed 2026-10-27
Axxcess Wealth Management, LLC
INCREASED
Shares29,168 from 20,455
Change+8,713 (+43%)
Value$557.1K (+$178.1K)
Filed 2026-10-21
Patriot Investment Management Group, Inc.
NEW
Shares28,531
Change+28,531
Value$544.9K
Filed 2026-10-15
Capital Investment Advisors, LLC
DECREASED
Shares28,252 from 29,618
Change-1,366 (-5%)
Value$539.6K (-$9.2K)
Filed 2026-10-22
Clark Financial Services Group Inc
INCREASED
Shares27,763 from 23,524
Change+4,239 (+18%)
Value$530.3K (+$94.4K)
Filed 2026-10-19
M Holdings Securities, Inc.
INCREASED
Shares27,152 from 26,187
Change+965 (+4%)
Value$527 (-$484.5K)
Filed 2026-11-03
Maia Wealth LLC
INCREASED
Shares26,816 from 26,317
Change+499 (+2%)
Value$512.2K (+$24.5K)
Filed 2026-10-19
Redhawk Wealth Advisors, Inc.
NEW
Shares26,606
Change+26,606
Value$508.2K
Filed 2026-10-14
Cullen T Bankers, Inc.
UNCHANGED
Shares26,582 from 26,582
Change0 (0%)
Value$507.7K (+$15.2K)
Filed 2026-10-28
Compound Planning, Inc.
DECREASED
Shares26,459 from 32,540
Change-6,081 (-19%)
Value$505.4K (-$97.6K)
Filed 2026-11-05
Signaturefd, LLC
INCREASED
Shares26,454 from 19,712
Change+6,742 (+34%)
Value$505.3K (+$140.0K)
Filed 2026-10-23
Midwest Trust Co
DECREASED
Shares26,108 from 34,401
Change-8,293 (-24%)
Value$498.7K (-$138.8K)
Filed 2026-10-22
Baron Financial Group, LLC
UNCHANGED
Shares25,977 from 25,977
Change0 (0%)
Value$496.2K (+$14.8K)
Filed 2026-10-09
SMH Capital Advisors Inc
INCREASED
Shares25,355 from 25,003
Change+352 (+1%)
Value$484.3K (+$21.0K)
Filed 2026-10-29
Cornerstone Wealth Management, LLC
DECREASED
Shares25,300 from 26,212
Change-912 (-3%)
Value$483.2K (-$2.5K)
Filed 2026-11-04
Future Financial Wealth Managment LLC
INCREASED
Shares24,545 from 18,545
Change+6,000 (+32%)
Value$468.8K (+$123.7K)
Filed 2026-10-15
Key Capital Management, Inc
INCREASED
Shares23,917 from 3,220
Change+20,697 (+643%)
Value$443.9K (+$384.3K)
Filed 2026-11-03
Magnus Financial Group LLC
INCREASED
Shares23,881 from 23,302
Change+579 (+2%)
Value$456.1K (+$24.3K)
Filed 2026-10-21
Daymark Wealth Partners, LLC
INCREASED
Shares23,584 from 23,292
Change+292 (+1%)
Value$450.4K (+$18.8K)
Filed 2026-11-04
BankPlus Wealth Management LLC
DECREASED
Shares23,257 from 23,335
Change-78 (0%)
Value$444.2K (+$11.8K)
Filed 2026-10-13
Advisory Advocates, LLC
INCREASED
Shares23,167 from 18,180
Change+4,987 (+27%)
Value$442.5K (+$105.6K)
Filed 2026-11-05
Prime Capital Investment Advisors, LLC
DECREASED
Shares23,122 from 24,715
Change-1,593 (-6%)
Value$441.6K (-$16.3K)
Filed 2026-10-20
Parcion Private Wealth LLC
UNCHANGED
Shares22,982 from 22,982
Change0 (0%)
Value$439.0K (+$13.1K)
Filed 2026-10-28
JBR Co Financial Management Inc
UNCHANGED
Shares22,410 from 22,410
Change0 (0%)
Value$418.2K (+$2.9K)
Filed 2026-10-13
Sterling Group Wealth Management, LLC
INCREASED
Shares22,338 from 15,463
Change+6,875 (+44%)
Value$426.7K (+$140.1K)
Filed 2026-11-03
Soltis Investment Advisors LLC
NEW
Shares22,208
Change+22,208
Value$424.2K
Filed 2026-10-28
Perigon Wealth Management, LLC
DECREASED
Shares22,182 from 22,284
Change-102 (0%)
Value$423.7K (+$10.7K)
Filed 2026-10-22
SeaCrest Wealth Management, LLC
INCREASED
Shares22,077 from 22,068
Change+9 (+0%)
Value$421.7K (+$12.7K)
Filed 2026-10-21
TT Capital Management LLC
INCREASED
Shares21,600 from 17,200
Change+4,400 (+26%)
Value$412.6K (+$93.8K)
Filed 2026-10-15
Park Avenue Securities LLC
INCREASED
Shares21,403 from 10,050
Change+11,353 (+113%)
Value$409.0K (+$223.0K)
Filed 2026-10-26
Xcel Wealth Management, LLC
INCREASED
Shares21,128 from 20,864
Change+264 (+1%)
Value$403.5K (+$16.9K)
Filed 2026-10-26
Closed-End Fund Advisors, Inc.
INCREASED
Shares21,021 from 19,987
Change+1,034 (+5%)
Value$401.5K (+$31.1K)
Filed 2026-11-04
Accredited Investors Inc.
INCREASED
Shares21,021 from 21,000
Change+21 (+0%)
Value$401.5K (+$12.4K)
Filed 2026-11-03
Canton Hathaway, LLC
UNCHANGED
Shares21,000 from 21,000
Change0 (0%)
Value$401.1K (+$12.0K)
Filed 2026-10-23
Union Bancaire Privee, UBP SA
UNCHANGED
Shares20,925 from 20,925
Change0 (0%)
Value$55.9M (+$55.5M)
Filed 2026-11-04
Trueblood Wealth Management, LLC
INCREASED
Shares20,472 from 20,065
Change+407 (+2%)
Value$391.0K (+$19.2K)
Filed 2026-10-23
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares20,445 from 20,445
Change0 (0%)
Value$390.5K (+$11.7K)
Filed 2026-10-27
MGO One Seven LLC
INCREASED
Shares20,200 from 18,846
Change+1,354 (+7%)
Value$385.8K (+$36.6K)
Filed 2026-10-28
Jefferies Financial Group Inc.
DECREASED
Shares20,045 from 175,452
Change-155,407 (-89%)
Value$382.9K (-$2.9M)
Filed 2026-11-05
American National Bank & Trust
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$382.0K (+$11.4K)
Filed 2026-10-07
Rhodes Investment Advisors Inc
UNCHANGED
Shares19,500 from 19,500
Change0 (0%)
Value$372.5K (+$11.1K)
Filed 2026-10-07
Valeo Financial Advisors, LLC
INCREASED
Shares19,493 from 11,207
Change+8,286 (+74%)
Value$372.3K (+$164.7K)
Filed 2026-10-08
Triad Investment Management
UNCHANGED
Shares19,474 from 19,474
Change0 (0%)
Value$372.0K (+$11.1K)
Filed 2026-10-13
Hyposwiss Advisors SA
UNCHANGED
Shares19,335 from 19,335
Change0 (0%)
Value$369.3K (+$11.0K)
Filed 2026-10-26
Aurora Private Wealth, Inc.
INCREASED
Shares19,261 from 18,869
Change+392 (+2%)
Value$368.0K (+$18.0K)
Filed 2026-10-20
Wealth Quarterback LLC
INCREASED
Shares19,070 from 17,774
Change+1,296 (+7%)
Value$364.2K (+$34.9K)
Filed 2026-10-20
Tctc Holdings, LLC
UNCHANGED
Shares19,000 from 19,000
Change0 (0%)
Value$362.9K (+$10.8K)
Filed 2026-11-02
Whitener Capital Management, Inc.
DECREASED
Shares18,954 from 22,286
Change-3,332 (-15%)
Value$362.0K (-$50.9K)
Filed 2026-10-15
Procyon Advisors, LLC
INCREASED
Shares18,537 from 10,708
Change+7,829 (+73%)
Value$354.0K (+$155.6K)
Filed 2026-10-21
Segment Wealth Management, LLC
NEW
Shares18,530
Change+18,530
Value$353.9K
Filed 2026-10-26
LVW Advisors, LLC
INCREASED
Shares18,386 from 18,231
Change+155 (+1%)
Value$351.2K (+$13.4K)
Filed 2026-10-19
Commons Capital, LLC
DECREASED
Shares18,200 from 19,000
Change-800 (-4%)
Value$347.6K (-$4.5K)
Filed 2026-11-05
Glenview Trust Co
UNCHANGED
Shares18,200 from 18,200
Change0 (0%)
Value$347.6K (+$10.4K)
Filed 2026-10-28
Wealth Alliance Advisory Group, LLC
INCREASED
Shares18,103 from 17,803
Change+300 (+2%)
Value$345.8K (+$15.9K)
Filed 2026-10-14
Advocate Investing Services LLC
INCREASED
Shares17,960 from 17,410
Change+550 (+3%)
Value$343.0K (+$20.4K)
Filed 2026-10-26
Virtue Capital Management, LLC
DECREASED
Shares17,940 from 18,470
Change-530 (-3%)
Value$342.7K (+$405)
Filed 2026-10-29
CX Institutional
INCREASED
Shares17,904 from 2,685
Change+15,219 (+567%)
Value$342 (-$49.7K)
Filed 2026-10-02
Kentucky Trust Co
DECREASED
Shares17,846 from 18,106
Change-260 (-1%)
Value$340.9K (+$5.4K)
Filed 2026-10-15
Secure Asset Management, LLC
INCREASED
Shares17,696 from 17,626
Change+70 (+0%)
Value$338.0K (+$11.4K)
Filed 2026-10-19
Rossby Financial, LCC
INCREASED
Shares17,361 from 9,467
Change+7,894 (+83%)
Value$331.6K (+$156.2K)
Filed 2026-11-05
XML Financial, LLC
INCREASED
Shares17,152 from 17,019
Change+133 (+1%)
Value$327.6K (+$12.2K)
Filed 2026-10-29
Basso Capital Management, L.P.
NEW
Shares17,141
Change+17,141
Value$327.4K
Filed 2026-10-30
Americana Partners, LLC
DECREASED
Shares16,856 from 16,911
Change-55 (0%)
Value$322.0K (+$8.6K)
Filed 2026-10-28
Cane Capital Partners, LLC
INCREASED
Shares16,575 from 16,280
Change+295 (+2%)
Value$316.6K (+$14.9K)
Filed 2026-10-23
Elwood & Goetz Wealth Advisory Group, LLC
NEW
Shares16,555
Change+16,555
Value$316.2K
Filed 2026-10-28
Angeles Wealth Management, LLC
UNCHANGED
Shares16,465 from 16,465
Change0 (0%)
Value$314.5K (+$9.4K)
Filed 2026-10-26
Sanders Morris Harris LLC
NEW
Shares16,438
Change+16,438
Value$314.5K
Filed 2026-10-14
Almanack Investment Partners, Llc.
INCREASED
Shares16,416 from 16,381
Change+35 (+0%)
Value$313.5K (+$10.0K)
Filed 2026-11-03
Global Assets Advisory, LLC
DECREASED
Shares16,311 from 18,021
Change-1,710 (-9%)
Value$309.3K (-$27.9K)
Filed 2026-10-28
Advisory Solutions Group, LLC
INCREASED
Shares16,210 from 15,125
Change+1,085 (+7%)
Value$309.6K (+$29.3K)
Filed 2026-10-14
Moody National Bank Trust Division
DECREASED
Shares16,021 from 16,027
Change-6 (0%)
Value$306.0K (+$9.0K)
Filed 2026-10-06
Successful Portfolios LLC
INCREASED
Shares15,961 from 15,787
Change+174 (+1%)
Value$300.4K (+$6.7K)
Filed 2026-10-09
TSA Wealth Managment LLC
UNCHANGED
Shares15,823 from 15,823
Change0 (0%)
Value$302.2K (+$9.0K)
Filed 2026-10-22
B. Riley Wealth Advisors, Inc.
INCREASED
Shares15,767 from 10,479
Change+5,288 (+50%)
Value$301.1K (+$107.2K)
Filed 2026-10-13
Visionary Wealth Advisors
INCREASED
Shares15,573 from 15,115
Change+458 (+3%)
Value$297.4K (+$17.4K)
Filed 2026-11-04
Brighton Jones LLC
INCREASED
Shares15,409 from 14,418
Change+991 (+7%)
Value$294.3K (+$27.1K)
Filed 2026-11-03
Trek Financial, LLC
INCREASED
Shares15,400 from 15,398
Change+2 (+0%)
Value$294.1K (+$8.8K)
Filed 2026-10-29
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares15,364 from 15,223
Change+141 (+1%)
Value$293.4K (+$11.4K)
Filed 2026-10-14
Griffin Asset Management, Inc.
NEW
Shares15,323
Change+15,323
Value$292.7K
Filed 2026-10-22
Clearwave Capital, LLC
INCREASED
Shares15,252 from 15,120
Change+132 (+1%)
Value$291.3K (+$11.1K)
Filed 2026-10-27
Merkkuri Wealth Advisors LLC
UNCHANGED
Shares15,117 from 15,117
Change0 (0%)
Value$288.7K (+$8.6K)
Filed 2026-11-03
Cidel Asset Management Inc
DECREASED
Shares14,931 from 28,600
Change-13,669 (-48%)
Value$285.2K (-$244.8K)
Filed 2026-10-29
Firestone Capital Management
UNCHANGED
Shares14,850 from 14,850
Change0 (0%)
Value$283.6K (+$8.5K)
Filed 2026-11-03
Sagespring Wealth Partners, LLC
DECREASED
Shares14,763 from 15,472
Change-709 (-5%)
Value$282.0K (-$4.7K)
Filed 2026-10-22
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares14,615 from 14,745
Change-130 (-1%)
Value$279.1K (+$5.9K)
Filed 2026-10-14
Flagship Harbor Advisors, LLC
DECREASED
Shares14,343 from 14,584
Change-241 (-2%)
Value$274.0K (+$3.7K)
Filed 2026-10-26
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares14,113 from 13,773
Change+340 (+2%)
Value$269.6K (+$14.3K)
Filed 2026-10-27
BIP Wealth, LLC
DECREASED
Shares14,068 from 19,265
Change-5,197 (-27%)
Value$268.7K (-$88.3K)
Filed 2026-10-22
CWS Financial Advisors, LLC
DECREASED
Shares14,037 from 17,638
Change-3,601 (-20%)
Value$268.1K (-$58.7K)
Filed 2026-10-16
Ulrich Consultants & Investment Group, LLC
NEW
Shares14,000
Change+14,000
Value$267.4K
Filed 2026-10-13
Values Added Financial LLC
DECREASED
Shares13,746 from 14,295
Change-549 (-4%)
Value$262.5K (-$2.3K)
Filed 2026-10-28
AUA Capital Management, LLC
DECREASED
Shares13,390 from 15,990
Change-2,600 (-16%)
Value$255.7K (-$40.5K)
Filed 2026-10-15
Ascent Group, LLC
DECREASED
Shares13,298 from 18,144
Change-4,846 (-27%)
Value$254.0K (-$82.2K)
Filed 2026-10-30
AlphaStar Capital Management, LLC
NEW
Shares13,187
Change+13,187
Value$251.9K
Filed 2026-10-16
Alpha Omega Wealth Management LLC
INCREASED
Shares13,135 from 11,658
Change+1,477 (+13%)
Value$250.9K (+$34.9K)
Filed 2026-10-23
Choreo, LLC
DECREASED
Shares12,959 from 17,014
Change-4,055 (-24%)
Value$247.5K (-$67.7K)
Filed 2026-10-28
Signature Estate & Investment Advisors LLC
INCREASED
Shares12,949 from 12,825
Change+124 (+1%)
Value$247.3K (+$9.7K)
Filed 2026-10-13
MacKenzie Financial Corp
INCREASED
Shares12,894 from 12,820
Change+74 (+1%)
Value$246.3K (+$8.7K)
Filed 2026-11-02
Worth Asset Management, LLC
INCREASED
Shares12,829 from 12,705
Change+124 (+1%)
Value$245.0K (+$9.6K)
Filed 2026-10-07
Autumn Glory Partners, LLC
UNCHANGED
Shares12,535 from 12,535
Change0 (0%)
Value$239.4K (+$7.1K)
Filed 2026-10-26
SAX Wealth Advisors, LLC
DECREASED
Shares12,481 from 13,522
Change-1,041 (-8%)
Value$238.4K (-$5.3K)
Filed 2026-10-13
Sage Investment Counsel LLC
UNCHANGED
Shares12,420 from 12,420
Change0 (0%)
Value$237.2K (+$7.1K)
Filed 2026-10-26
Core Wealth Partners LLC
INCREASED
Shares12,368 from 10,678
Change+1,690 (+16%)
Value$236.2K (+$38.4K)
Filed 2026-11-02
Kornitzer Capital Management Inc
UNCHANGED
Shares12,363 from 12,363
Change0 (0%)
Value$236.1K (+$7.0K)
Filed 2026-11-03
Pacific Center for Financial Services
INCREASED
Shares12,266 from 11,968
Change+298 (+2%)
Value$234.3K (+$12.5K)
Filed 2026-10-15
Transce3nd, LLC
NEW
Shares12,251
Change+12,251
Value$225.4K
Filed 2026-10-26
Fulton Breakefield Broenniman LLC
UNCHANGED
Shares12,082 from 12,082
Change0 (0%)
Value$230.8K (+$6.9K)
Filed 2026-11-03
True North Advisors, LLC
INCREASED
Shares12,015 from 10,614
Change+1,401 (+13%)
Value$229.5K (+$32.8K)
Filed 2026-10-22
WealthPlan Investment Management, LLC
DECREASED
Shares12,002 from 25,320
Change-13,318 (-53%)
Value$229.2K (-$239.9K)
Filed 2026-10-15
Florida Trust Wealth Management Co
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$229.2K (+$6.8K)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
INCREASED
Shares11,965 from 10,363
Change+1,602 (+15%)
Value$228.5K (+$36.5K)
Filed 2026-11-04
180 Wealth Advisors, LLC
INCREASED
Shares11,812 from 11,470
Change+342 (+3%)
Value$225.6K (+$13.1K)
Filed 2026-11-03
Brucke Financial, Inc.
INCREASED
Shares11,749 from 11,673
Change+76 (+1%)
Value$224.4K (+$8.1K)
Filed 2026-10-23
Kestra Private Wealth Services, LLC
DECREASED
Shares11,589 from 16,779
Change-5,190 (-31%)
Value$221.4K (-$89.6K)
Filed 2026-10-30
Promethium Advisors,llc
DECREASED
Shares11,525 from 11,586
Change-61 (-1%)
Value$220.1K (+$5.4K)
Filed 2026-10-19
Beaumont Financial Advisors, LLC
UNCHANGED
Shares11,489 from 11,489
Change0 (0%)
Value$219.4K (+$6.5K)
Filed 2026-10-22
Chapin Davis, Inc.
DECREASED
Shares11,471 from 12,052
Change-581 (-5%)
Value$219.1K (-$4.2K)
Filed 2026-10-09
Stablepoint Partners, LLC
INCREASED
Shares11,465 from 11,431
Change+34 (+0%)
Value$219.0K (+$7.2K)
Filed 2026-11-03
StoneX Group Inc.
NEW
Shares11,358
Change+11,358
Value$216.7K
Filed 2026-11-03
Reicon Wealth Advisors, LLC
DECREASED
Shares11,307 from 16,264
Change-4,957 (-30%)
Value$216.0K (-$85.4K)
Filed 2026-11-04
Western Pacific Wealth Management, LP
UNCHANGED
Shares11,261 from 11,261
Change0 (0%)
Value$215.1K (+$6.4K)
Filed 2026-10-16
Catalyst Capital Advisors LLC
UNCHANGED
Shares11,244 from 11,244
Change0 (0%)
Value$214.8K (+$6.4K)
Filed 2026-11-02
Fiduciary Family Office, LLC
INCREASED
Shares11,186 from 11,185
Change+1 (+0%)
Value$213.7K (+$6.4K)
Filed 2026-11-04
Chris Bulman Inc
NEW
Shares11,156
Change+11,156
Value$213.1K
Filed 2026-10-20
Bison Wealth, LLC
DECREASED
Shares10,998 from 12,723
Change-1,725 (-14%)
Value$204.9K (-$31.2K)
Filed 2026-10-13
Focus Financial Network, Inc.
DECREASED
Shares10,855 from 18,000
Change-7,145 (-40%)
Value$207.3K (-$126.2K)
Filed 2026-10-14
Riverwater Partners LLC
UNCHANGED
Shares10,712 from 10,712
Change0 (0%)
Value$204.6K (+$6.1K)
Filed 2026-11-03
Michael J. Porro & Co. Financial Advisors, Inc.
UNCHANGED
Shares10,701 from 10,701
Change0 (0%)
Value$204.4K (+$6.1K)
Filed 2026-10-16
Vaquero Private Wealth, LTD
NEW
Shares10,694
Change+10,694
Value$204.3K
Filed 2026-10-27
CWA Asset Management Group, LLC
INCREASED
Shares10,661 from 10,660
Change+1 (+0%)
Value$203.6K (+$6.1K)
Filed 2026-10-19
Activest Wealth Management
DECREASED
Shares10,649 from 16,317
Change-5,668 (-35%)
Value$203.4K (-$99.0K)
Filed 2026-10-15
North Star Investment Management Corp.
UNCHANGED
Shares10,500 from 10,500
Change0 (0%)
Value$200.6K (+$6.0K)
Filed 2026-10-27
Capital Management Associates, Inc
NEW
Shares10,226
Change+10,226
Value$195.3K
Filed 2026-10-20
Integrity Advisory Solutions, LLC
NEW
Shares10,186
Change+10,186
Value$194.6K
Filed 2026-10-29
Spinnaker Investment Group, LLC
NEW
Shares10,168
Change+10,168
Value$194.2K
Filed 2026-10-13
Capital Investment Advisory Services, LLC
DECREASED
Shares10,139 from 10,365
Change-226 (-2%)
Value$193.7K (+$1.6K)
Filed 2026-10-30
Mission Wealth Management, LP
DECREASED
Shares10,036 from 17,578
Change-7,542 (-43%)
Value$191.7K (-$134.0K)
Filed 2026-10-15
Madison Park Capital Advisors, LLC
INCREASED
Shares10,000 from 3,544
Change+6,456 (+182%)
Value$191.0K (-$13.4K)
Filed 2026-10-28
Peddock Capital Advisors, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$191.0K (+$5.7K)
Filed 2026-10-16
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares9,950 from 9,950
Change0 (0%)
Value$190.0K (+$5.7K)
Filed 2026-10-26
Assetmark, Inc
INCREASED
Shares9,725 from 8,665
Change+1,060 (+12%)
Value$185.7K (+$25.2K)
Filed 2026-10-21
Richardson Capital Management LLC
NEW
Shares9,434
Change+9,434
Value$180.2K
Filed 2026-10-23
Hurley Capital, LLC
INCREASED
Shares8,232 from 8,033
Change+199 (+2%)
Value$157.2K (+$8.4K)
Filed 2026-11-05
Golden State Wealth Management, LLC
INCREASED
Shares7,361 from 3,430
Change+3,931 (+115%)
Value$140.6K (+$77.0K)
Filed 2026-11-02
Nisa Investment Advisors, LLC
NEW
Shares7,300
Change+7,300
Value$139.4K
Filed 2026-10-20
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares6,106 from 6,106
Change0 (0%)
Value$116.6K (+$3.5K)
Filed 2026-10-13
TD Waterhouse Canada Inc.
DECREASED
Shares5,993 from 6,944
Change-951 (-14%)
Value$115.0K (-$14.7K)
Filed 2026-10-16
Armstrong Advisory Group, Inc
INCREASED
Shares5,708 from 5,691
Change+17 (+0%)
Value$109.0K (+$3.6K)
Filed 2026-10-09
Mirae Asset Global Investments Co., Ltd.
NEW
Shares5,420
Change+5,420
Value$103.5K
Filed 2026-11-03
Physician Wealth Advisors, Inc.
INCREASED
Shares4,984 from 4,190
Change+794 (+19%)
Value$95.2K (+$17.6K)
Filed 2026-10-20
Nova Financial LLC
NEW
Shares4,808
Change+4,808
Value$91.8K
Filed 2026-11-04
Chilton Capital Management LLC
DECREASED
Shares4,750 from 5,500
Change-750 (-14%)
Value$90.7K (-$11.2K)
Filed 2026-10-28
Latitude Advisors, LLC
NEW
Shares4,384
Change+4,384
Value$83.7K
Filed 2026-10-27
Investors Research Corp
UNCHANGED
Shares4,296 from 4,296
Change0 (0%)
Value$82.1K (+$2.4K)
Filed 2026-10-07
Next Level Wealth Planning, LLC
NEW
Shares3,543
Change+3,543
Value$67.7K
Filed 2026-10-29
Trust Co of Vermont
UNCHANGED
Shares3,125 from 3,125
Change0 (0%)
Value$59.7K (+$1.8K)
Filed 2026-10-21
Security National Bank
UNCHANGED
Shares3,041 from 3,041
Change0 (0%)
Value$58.1K (+$1.7K)
Filed 2026-10-26
Wolff Wiese Magana LLC
INCREASED
Shares2,704 from 2,004
Change+700 (+35%)
Value$51.6K (+$14.5K)
Filed 2026-10-15
Blue Trust, Inc.
INCREASED
Shares2,701 from 1,601
Change+1,100 (+69%)
Value$51.6K (+$21.9K)
Filed 2026-10-15
MTM Investment Management, LLC
UNCHANGED
Shares2,520 from 2,520
Change0 (0%)
Value$48.1K (+$1.4K)
Filed 2026-10-30
Bernzott Capital Advisors
NEW
Shares2,500
Change+2,500
Value$47.8K
Filed 2026-10-29
Clayton Financial Group LLC
NEW
Shares2,439
Change+2,439
Value$46.6K
Filed 2026-10-13
Madden Securities Corp
NEW
Shares2,429
Change+2,429
Value$46.4K
Filed 2026-10-27
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares2,300 from 2,300
Change0 (0%)
Value$44.0K (+$1.0K)
Filed 2026-11-04
Oakworth Capital, Inc.
UNCHANGED
Shares2,063 from 2,063
Change0 (0%)
Value$39.4K (+$907)
Filed 2026-10-26
Nemes Rush Group LLC
INCREASED
Shares2,041 from 1,491
Change+550 (+37%)
Value$39.0K (+$11.3K)
Filed 2026-11-04
Birch Financial Group, LLC
NEW
Shares2,008
Change+2,008
Value$38.4K
Filed 2026-10-27
Flagship Wealth Advisors, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$38.2K (+$1.1K)
Filed 2026-11-03
Parkside Financial Bank & Trust
DECREASED
Shares1,960 from 2,060
Change-100 (-5%)
Value$37.4K (-$736)
Filed 2026-10-27
Princeton Global Asset Management LLC
UNCHANGED
Shares1,695 from 1,695
Change0 (0%)
Value$32.4K (+$967)
Filed 2026-10-21
Heritage Family Offices, LLP
NEW
Shares1,675
Change+1,675
Value$32.0K
Filed 2026-11-02
Rosenberg Matthew Hamilton
UNCHANGED
Shares1,631 from 1,631
Change0 (0%)
Value$31.2K (+$930)
Filed 2026-10-05
Arlington Trust Co LLC
NEW
Shares1,569
Change+1,569
Value$30.0K
Filed 2026-10-20
Creative Financial Designs Inc
INCREASED
Shares1,476 from 1,467
Change+9 (+1%)
Value$28.2K (+$1.0K)
Filed 2026-11-04
Three Bridge Wealth Advisors, LLC
NEW
Shares1,428
Change+1,428
Value$27.3K
Filed 2026-11-05
Burk Holdings LLC
UNCHANGED
Shares1,319 from 1,319
Change0 (0%)
Value$25.2K (+$752)
Filed 2026-11-05
Fortitude Family Office, LLC
INCREASED
Shares1,297 from 529
Change+768 (+145%)
Value$24.8K (+$15.0K)
Filed 2026-10-14
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares1,217 from 1,217
Change0 (0%)
Value$23.2K (+$694)
Filed 2026-11-02
Bullock Wealth Management Group
UNCHANGED
Shares1,202 from 1,202
Change0 (0%)
Value$23.0K (+$601)
Filed 2026-10-09
Financial Management Professionals, Inc.
INCREASED
Shares1,164 from 1,136
Change+28 (+2%)
Value$22.2K (+$1.2K)
Filed 2026-10-23
Laurel Wealth Advisors LLC
NEW
Shares1,135
Change+1,135
Value$21.7K
Filed 2026-10-27
Dhjj Financial Advisors, Ltd.
INCREASED
Shares1,131 from 1,129
Change+2 (+0%)
Value$21.6K (+$682)
Filed 2026-10-23
City Holding Co
UNCHANGED
Shares1,125 from 1,125
Change0 (0%)
Value$21.5K (+$641)
Filed 2026-10-19
Salomon & Ludwin, LLC
DECREASED
Shares1,111 from 1,120
Change-9 (-1%)
Value$21.2K (+$321)
Filed 2026-10-29
High Note Wealth, LLC
UNCHANGED
Shares1,106 from 1,106
Change0 (0%)
Value$21.1K (+$631)
Filed 2026-10-27
Pinnacle Bancorp, Inc.
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$21.0K (+$627)
Filed 2026-10-21
Cassaday & Co Wealth Management LLC
DECREASED
Shares1,092 from 5,402
Change-4,310 (-80%)
Value$20.9K (-$79.2K)
Filed 2026-10-27
Valley National Advisers Inc
DECREASED
Shares1,000 from 1,150
Change-150 (-13%)
Value$19.1K (-$2.2K)
Filed 2026-10-23
Manchester Capital Management LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$19.1K (+$600)
Filed 2026-10-22
Valley Wealth Managers, Inc.
NEW
Shares999
Change+999
Value$19.1K
Filed 2026-10-09
Key FInancial Inc
UNCHANGED
Shares988 from 988
Change0 (0%)
Value$18.9K (+$563)
Filed 2026-11-02
Pathway Financial Advisers, LLC
NEW
Shares919
Change+919
Value$17.6K
Filed 2026-10-27
Farmers & Merchants Investments Inc
DECREASED
Shares855 from 2,000
Change-1,145 (-57%)
Value$16.3K (-$20.7K)
Filed 2026-10-22
CGC Financial Services, LLC
UNCHANGED
Shares807 from 807
Change0 (0%)
Value$15.4K (+$460)
Filed 2026-10-13
LFA - Lugano Financial Advisors SA
NEW
Shares785
Change+785
Value$15.0K
Filed 2026-11-03
Curat Global, LLC
INCREASED
Shares783 from 763
Change+20 (+3%)
Value$15.0K (+$808)
Filed 2026-10-26
Lanark Financial, Inc.
UNCHANGED
Shares728 from 728
Change0 (0%)
Value$13.9K (+$416)
Filed 2026-10-26
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares700 from 4,524
Change-3,824 (-85%)
Value$13.4K (-$70.5K)
Filed 2026-10-07
DT Investment Partners, LLC
UNCHANGED
Shares689 from 689
Change0 (0%)
Value$13.2K (+$393)
Filed 2026-10-27
Ares Financial Consulting, LLC
UNCHANGED
Shares682 from 682
Change0 (0%)
Value$13.0K (+$390)
Filed 2026-10-19
BI Asset Management Fondsmaeglerselskab A/S
UNCHANGED
Shares663 from 663
Change0 (0%)
Value$13 (+$1)
Filed 2026-10-22
Noble Wealth Management PBC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$11.5K (+$342)
Filed 2026-10-01
Halbert Hargrove Global Advisors, LLC
NEW
Shares500
Change+500
Value$9.6K
Filed 2026-10-16
Abound Wealth Management
NEW
Shares493
Change+493
Value$9.4K
Filed 2026-10-26
McCarley & Cook Financial Planners
UNCHANGED
Shares483 from 483
Change0 (0%)
Value$9.2K (+$275)
Filed 2026-10-21
Sunrise Financial Services, LLC
UNCHANGED
Shares482 from 482
Change0 (0%)
Value$9.2K (+$275)
Filed 2026-10-21
Tompkins Financial Corp
UNCHANGED
Shares459 from 459
Change0 (0%)
Value$8.8K (+$262)
Filed 2026-10-05
Archer Investment Corp
INCREASED
Shares438 from 435
Change+3 (+1%)
Value$8.4K (+$311)
Filed 2026-11-05
Compass Financial Management LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$7.6K (-$220)
Filed 2026-10-30
Financial Consulate, Inc
DECREASED
Shares389 from 403
Change-14 (-3%)
Value$7.4K (-$34)
Filed 2026-10-23
Signature Equity Partners, LLC
NEW
Shares352
Change+352
Value$6.7K
Filed 2026-10-29
Root Financial Partners, LLC
NEW
Shares317
Change+317
Value$6.1K
Filed 2026-10-21
Country Trust Bank
INCREASED
Shares298 from 149
Change+149 (+100%)
Value$5.7K (+$2.9K)
Filed 2026-10-30
West Branch Capital LLC
UNCHANGED
Shares274 from 274
Change0 (0%)
Value$5.2K (+$156)
Filed 2026-10-20
Kelleher Financial Advisors
UNCHANGED
Shares269 from 269
Change0 (0%)
Value$5.1K (+$153)
Filed 2026-10-30
Cape Investment Advisory, Inc.
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$4.8K (+$142)
Filed 2026-10-13
Carnegie Lake Advisors LLC
DECREASED
Shares247 from 45,505
Change-45,258 (-99%)
Value$574.9K (-$268.3K)
Filed 2026-11-03
Bokf, NA
DECREASED
Shares244 from 333
Change-89 (-27%)
Value$4.7K (-$1.5K)
Filed 2026-10-27
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$4.4K (+$131)
Filed 2026-10-16
JFS Wealth Advisors, LLC
UNCHANGED
Shares219 from 219
Change0 (0%)
Value$4.2K (+$124)
Filed 2026-11-03
Hilton Head Capital Partners, LLC
INCREASED
Shares218 from 215
Change+3 (+1%)
Value$4.2K (+$177)
Filed 2026-10-23
Harbor Investment Advisory, LLC
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$4.0K (+$120)
Filed 2026-10-13
Hilltop National Bank
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$3.8K (+$114)
Filed 2026-10-14
Avion Wealth
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$3 ($0)
Filed 2026-11-04
Costello Asset Management, Inc
UNCHANGED
Shares190 from 190
Change0 (0%)
Value$3.6K (+$108)
Filed 2026-10-30
First Command Advisory Services, Inc.
NEW
Shares186
Change+186
Value$3.6K
Filed 2026-11-05
Buck Wealth Strategies, LLC
INCREASED
Shares177 from 173
Change+4 (+2%)
Value$3.4K (+$180)
Filed 2026-10-28
Moisand Fitzgerald Tamayo, LLC
NEW
Shares166
Change+166
Value$3.2K
Filed 2026-10-15
United Financial Planning Group LLC
UNCHANGED
Shares155 from 155
Change0 (0%)
Value$3.0K (+$89)
Filed 2026-11-04
Jacobi Capital Management LLC
NEW
Shares132
Change+132
Value$2.5K
Filed 2026-11-05
Elevated Capital Advisors, LLC
UNCHANGED
Shares131 from 131
Change0 (0%)
Value$2.5K (+$75)
Filed 2026-11-04
Summit Securities Group LLC
DECREASED
Shares100 from 600
Change-500 (-83%)
Value$1.9K (-$9.2K)
Filed 2026-11-05
TD Private Client Wealth LLC
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$1.8K (+$55)
Filed 2026-10-28
Covestor Ltd
DECREASED
Shares79 from 90
Change-11 (-12%)
Value$2 ($0)
Filed 2026-10-30
RMG Wealth Management LLC
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$1.1K (-$65)
Filed 2026-10-26
SJS Investment Consulting Inc.
INCREASED
Shares50 from 49
Change+1 (+2%)
Value$950 (+$50)
Filed 2026-10-26
United Community Bank
NEW
Shares48
Change+48
Value$917
Filed 2026-10-28
Evermay Wealth Management LLC
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$917 (+$27)
Filed 2026-11-05
Mather Group, Llc.
NEW
Shares39
Change+39
Value$745
Filed 2026-10-14
Reap Financial Group, LLC
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$745 (+$22)
Filed 2026-11-02
IFS Advisors, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$573 (+$18)
Filed 2026-10-14
Pflug Koory, LLC
INCREASED
Shares29 from 28
Change+1 (+4%)
Value$555 (+$30)
Filed 2026-10-26
Elyxium Wealth, LLC
NEW
Shares13
Change+13
Value$248
Filed 2026-10-27
Godsey & Gibb, Inc
NEW
Shares5
Change+5
Value$96
Filed 2026-10-14
Kingdom Financial Group Llc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$16 (+$1)
Filed 2026-11-04
Pettinga Financial Advisors LLC
CLOSED
Shares0 from 65,900
Change-65,900 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-13
Meridian Investment Counsel Inc.
CLOSED
Shares0 from 38,940
Change-38,940 (-100%)
Value$0 (-$721.6K)
Filed 2026-10-14
Precedent Wealth Partners, LLC
CLOSED
Shares0 from 22,846
Change-22,846 (-100%)
Value$0 (-$423.3K)
Filed 2026-10-21
Confluence Wealth Services, Inc.
CLOSED
Shares0 from 21,271
Change-21,271 (-100%)
Value$0 (-$394.2K)
Filed 2026-11-05
Rayburn West Financial Services LLC
CLOSED
Shares0 from 15,775
Change-15,775 (-100%)
Value$0 (-$292.3K)
Filed 2026-11-03
Ferguson Wellman Capital Management, Inc
CLOSED
Shares0 from 14,884
Change-14,884 (-100%)
Value$0 (-$275.8K)
Filed 2026-10-05
Vise Technologies, Inc.
CLOSED
Shares0 from 12,843
Change-12,843 (-100%)
Value$0 (-$238.0K)
Filed 2026-10-29
Certuity, LLC
CLOSED
Shares0 from 11,039
Change-11,039 (-100%)
Value$0 (-$204.6K)
Filed 2026-11-02
First Citizens Bank & Trust Co
CLOSED
Shares0 from 10,750
Change-10,750 (-100%)
Value$0 (-$199.2K)
Filed 2026-10-14
Penn Davis Mcfarland Inc
CLOSED
Shares0 from 10,663
Change-10,663 (-100%)
Value$0 (-$197.6K)
Filed 2026-10-23
Dynamic Advisor Solutions LLC
CLOSED
Shares0 from 10,441
Change-10,441 (-100%)
Value$0 (-$193.5K)
Filed 2026-10-13
Quantum Financial Partners LLC
CLOSED
Shares0 from 10,400
Change-10,400 (-100%)
Value$0 (-$192.7K)
Filed 2026-10-19
MCF Advisors LLC
CLOSED
Shares0 from 9,839
Change-9,839 (-100%)
Value$0 (-$182.3K)
Filed 2026-10-28
AdvisorNet Financial, Inc
CLOSED
Shares0 from 9,653
Change-9,653 (-100%)
Value$0 (-$178.9K)
Filed 2026-10-15
GFS Advisors, LLC
CLOSED
Shares0 from 3,065
Change-3,065 (-100%)
Value$0 (-$9.4M)
Filed 2026-11-03
Highline Wealth Partners LLC
CLOSED
Shares0 from 1,500
Change-1,500 (-100%)
Value$0 (-$27.8K)
Filed 2026-10-19
Asset Dedication, LLC
CLOSED
Shares0 from 1,242
Change-1,242 (-100%)
Value$0 (-$23.0K)
Filed 2026-11-03
Founders Capital Management
CLOSED
Shares0 from 1,110
Change-1,110 (-100%)
Value$0 (-$20.6K)
Filed 2026-10-13
LifeSteps Financial, Inc.
CLOSED
Shares0 from 850
Change-850 (-100%)
Value$0 (-$15.8K)
Filed 2026-10-15
Fairway Wealth LLC
CLOSED
Shares0 from 580
Change-580 (-100%)
Value$0 (-$10.7K)
Filed 2026-10-30
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 458
Change-458 (-100%)
Value$0 (-$8.5K)
Filed 2026-10-26
Jnba Financial Advisors
CLOSED
Shares0 from 158
Change-158 (-100%)
Value$0 (-$2.9K)
Filed 2026-11-03
Mountain Hill Investment Partners Corp.
CLOSED
Shares0 from 58
Change-58 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-23
PayPay Securities Corp
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-10-27
Morgan Stanley
N/A
Shares— from 17,022,990
Change-17,022,990 (-100%)
Value—
UBS Group AG
N/A
Shares— from 13,778,805
Change-13,778,805 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 13,306,095
Change-13,306,095 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 8,935,191
Change-8,935,191 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 7,850,659
Change-7,850,659 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 6,510,302
Change-6,510,302 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 5,886,022
Change-5,886,022 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 4,437,109
Change-4,437,109 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 4,122,134
Change-4,122,134 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 4,029,149
Change-4,029,149 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 3,870,130
Change-3,870,130 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 3,548,186
Change-3,548,186 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 3,407,463
Change-3,407,463 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 3,007,303
Change-3,007,303 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 2,907,012
Change-2,907,012 (-100%)
Value—
Ares Management LLC
N/A
Shares— from 2,783,165
Change-2,783,165 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 2,692,567
Change-2,692,567 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,677,282
Change-2,677,282 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 2,640,857
Change-2,640,857 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,446,785
Change-2,446,785 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 2,289,056
Change-2,289,056 (-100%)
Value—
Progeny 3, Inc.
N/A
Shares— from 2,224,728
Change-2,224,728 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,138,606
Change-2,138,606 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 2,128,070
Change-2,128,070 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 2,040,894
Change-2,040,894 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 1,650,000
Change-1,650,000 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 1,617,724
Change-1,617,724 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 1,575,211
Change-1,575,211 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,404,371
Change-1,404,371 (-100%)
Value—
Michael & Susan Dell Foundation
N/A
Shares— from 1,358,256
Change-1,358,256 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 1,322,033
Change-1,322,033 (-100%)
Value—
Jupiter Asset Management LTD
N/A
Shares— from 1,204,285
Change-1,204,285 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 1,201,925
Change-1,201,925 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,190,158
Change-1,190,158 (-100%)
Value—
Stephens Inc
N/A
Shares— from 1,186,676
Change-1,186,676 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 1,177,508
Change-1,177,508 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,094,339
Change-1,094,339 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,057,668
Change-1,057,668 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 1,021,522
Change-1,021,522 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 862,770
Change-862,770 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 813,829
Change-813,829 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 783,779
Change-783,779 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 732,189
Change-732,189 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 725,864
Change-725,864 (-100%)
Value—
Estate Planners Group, LLC
N/A
Shares— from 725,110
Change-725,110 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 712,665
Change-712,665 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 697,924
Change-697,924 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 668,973
Change-668,973 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 664,980
Change-664,980 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 580,351
Change-580,351 (-100%)
Value—
State Street Corp
N/A
Shares— from 555,592
Change-555,592 (-100%)
Value—
LSV Asset Management
N/A
Shares— from 536,600
Change-536,600 (-100%)
Value—
Melia Wealth LLC
N/A
Shares— from 460,440
Change-460,440 (-100%)
Value—
&partners
N/A
Shares— from 453,599
Change-453,599 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 453,206
Change-453,206 (-100%)
Value—
Blair William & Co
N/A
Shares— from 440,202
Change-440,202 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 435,125
Change-435,125 (-100%)
Value—
Punch & Associates Investment Management, Inc.
N/A
Shares— from 425,878
Change-425,878 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 416,290
Change-416,290 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 412,592
Change-412,592 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 406,876
Change-406,876 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 406,494
Change-406,494 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 402,294
Change-402,294 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 398,194
Change-398,194 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 397,430
Change-397,430 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 394,800
Change-394,800 (-100%)
Value—
Enstar Group LTD
N/A
Shares— from 373,146
Change-373,146 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 363,137
Change-363,137 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 354,730
Change-354,730 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 354,445
Change-354,445 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 345,103
Change-345,103 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 343,851
Change-343,851 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 342,928
Change-342,928 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 326,616
Change-326,616 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 324,360
Change-324,360 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 305,610
Change-305,610 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 301,155
Change-301,155 (-100%)
Value—
Sona Asset Management (US) LLC
N/A
Shares— from 275,000
Change-275,000 (-100%)
Value—
Liberty Mutual Group Asset Management Inc.
N/A
Shares— from 267,446
Change-267,446 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 250,049
Change-250,049 (-100%)
Value—
P.A.W. Capital Corp
N/A
Shares— from 228,800
Change-228,800 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 220,010
Change-220,010 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 217,126
Change-217,126 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 214,953
Change-214,953 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 195,960
Change-195,960 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 194,385
Change-194,385 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 192,694
Change-192,694 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 191,952
Change-191,952 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 187,290
Change-187,290 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 186,217
Change-186,217 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 182,377
Change-182,377 (-100%)
Value—
Parkwood LLC
N/A
Shares— from 178,402
Change-178,402 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 178,163
Change-178,163 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 175,676
Change-175,676 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 174,299
Change-174,299 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 173,517
Change-173,517 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 171,613
Change-171,613 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 165,718
Change-165,718 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 164,459
Change-164,459 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 155,301
Change-155,301 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 151,031
Change-151,031 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 150,224
Change-150,224 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 150,000
Change-150,000 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 142,819
Change-142,819 (-100%)
Value—
Uniplan Investment Counsel, Inc.
N/A
Shares— from 141,885
Change-141,885 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 141,770
Change-141,770 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 139,984
Change-139,984 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 134,094
Change-134,094 (-100%)
Value—
Brendel Financial Advisors LLC
N/A
Shares— from 133,968
Change-133,968 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 130,395
Change-130,395 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 120,376
Change-120,376 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 116,448
Change-116,448 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 116,224
Change-116,224 (-100%)
Value—
Welch Financial Planning, LLC
N/A
Shares— from 110,981
Change-110,981 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 110,948
Change-110,948 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 106,532
Change-106,532 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 104,633
Change-104,633 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 103,345
Change-103,345 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 100,374
Change-100,374 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 99,665
Change-99,665 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 98,856
Change-98,856 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 98,491
Change-98,491 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 97,235
Change-97,235 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 96,440
Change-96,440 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 96,304
Change-96,304 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 96,072
Change-96,072 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 95,662
Change-95,662 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 95,503
Change-95,503 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 87,325
Change-87,325 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 85,637
Change-85,637 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 84,207
Change-84,207 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 83,389
Change-83,389 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 83,330
Change-83,330 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 83,309
Change-83,309 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 82,693
Change-82,693 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 81,837
Change-81,837 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 81,266
Change-81,266 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 79,012
Change-79,012 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 77,871
Change-77,871 (-100%)
Value—
Delphi Financial Group, Inc.
N/A
Shares— from 77,000
Change-77,000 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 76,673
Change-76,673 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 76,661
Change-76,661 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 76,300
Change-76,300 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 76,250
Change-76,250 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 75,075
Change-75,075 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 74,700
Change-74,700 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 73,575
Change-73,575 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 70,000
Change-70,000 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 68,813
Change-68,813 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 68,637
Change-68,637 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 66,297
Change-66,297 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 66,100
Change-66,100 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 66,099
Change-66,099 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 63,286
Change-63,286 (-100%)
Value—
VPR Management LLC
N/A
Shares— from 63,254
Change-63,254 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 62,740
Change-62,740 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 61,970
Change-61,970 (-100%)
Value—
Commerce Bank
N/A
Shares— from 61,786
Change-61,786 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 61,533
Change-61,533 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 59,967
Change-59,967 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 59,409
Change-59,409 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 58,354
Change-58,354 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 57,579
Change-57,579 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 57,007
Change-57,007 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 55,342
Change-55,342 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 55,265
Change-55,265 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 55,188
Change-55,188 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 54,773
Change-54,773 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 51,803
Change-51,803 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 51,319
Change-51,319 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 50,597
Change-50,597 (-100%)
Value—
Callodine Capital Management, LP
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 49,696
Change-49,696 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 49,193
Change-49,193 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 46,997
Change-46,997 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 45,937
Change-45,937 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 45,662
Change-45,662 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 43,642
Change-43,642 (-100%)
Value—
Port Capital LLC
N/A
Shares— from 43,000
Change-43,000 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 42,872
Change-42,872 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 42,823
Change-42,823 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 42,591
Change-42,591 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 42,186
Change-42,186 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 42,149
Change-42,149 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 41,955
Change-41,955 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 41,729
Change-41,729 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 40,340
Change-40,340 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 40,307
Change-40,307 (-100%)
Value—
Natixis
N/A
Shares— from 39,920
Change-39,920 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 39,030
Change-39,030 (-100%)
Value—
NewSquare Capital LLC
N/A
Shares— from 38,902
Change-38,902 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 38,583
Change-38,583 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 38,192
Change-38,192 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 38,084
Change-38,084 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 37,572
Change-37,572 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 37,389
Change-37,389 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 35,703
Change-35,703 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 35,423
Change-35,423 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 33,206
Change-33,206 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 32,912
Change-32,912 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 32,700
Change-32,700 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 32,150
Change-32,150 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 30,842
Change-30,842 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 29,275
Change-29,275 (-100%)
Value—
Bank OZK
N/A
Shares— from 29,166
Change-29,166 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 29,141
Change-29,141 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 27,624
Change-27,624 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 27,486
Change-27,486 (-100%)
Value—
S&T Bank
N/A
Shares— from 26,778
Change-26,778 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 26,393
Change-26,393 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 25,756
Change-25,756 (-100%)
Value—
DCM Advisors, LLC
N/A
Shares— from 25,341
Change-25,341 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 24,562
Change-24,562 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 24,402
Change-24,402 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 24,369
Change-24,369 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 24,113
Change-24,113 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 23,665
Change-23,665 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 23,351
Change-23,351 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 23,040
Change-23,040 (-100%)
Value—
Eight 31 Financial, LLC
N/A
Shares— from 22,988
Change-22,988 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 22,918
Change-22,918 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 22,813
Change-22,813 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 22,420
Change-22,420 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 22,251
Change-22,251 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 21,760
Change-21,760 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 21,535
Change-21,535 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 21,534
Change-21,534 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 21,372
Change-21,372 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 21,193
Change-21,193 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 21,087
Change-21,087 (-100%)
Value—
Intrepid Capital Management Inc
N/A
Shares— from 20,959
Change-20,959 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 20,517
Change-20,517 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 20,338
Change-20,338 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 20,185
Change-20,185 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 20,063
Change-20,063 (-100%)
Value—
Park Circle Co
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 19,898
Change-19,898 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 19,835
Change-19,835 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 19,808
Change-19,808 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 19,701
Change-19,701 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 19,458
Change-19,458 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 19,433
Change-19,433 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 19,198
Change-19,198 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 18,981
Change-18,981 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 18,642
Change-18,642 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 18,526
Change-18,526 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 18,525
Change-18,525 (-100%)
Value—
Samjo Management, LLC
N/A
Shares— from 18,500
Change-18,500 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 18,399
Change-18,399 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 18,080
Change-18,080 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 17,937
Change-17,937 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 17,751
Change-17,751 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 17,559
Change-17,559 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 16,999
Change-16,999 (-100%)
Value—
Genesis Financial Group, LLC
N/A
Shares— from 16,739
Change-16,739 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 16,664
Change-16,664 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 16,624
Change-16,624 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 16,614
Change-16,614 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 16,614
Change-16,614 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 16,595
Change-16,595 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 16,474
Change-16,474 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 15,683
Change-15,683 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 15,395
Change-15,395 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 15,176
Change-15,176 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 15,091
Change-15,091 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 14,996
Change-14,996 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 14,616
Change-14,616 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 14,581
Change-14,581 (-100%)
Value—
Armistice Capital, LLC
N/A
Shares— from 14,191
Change-14,191 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 14,131
Change-14,131 (-100%)
Value—
Highlander Partners, L.P.
N/A
Shares— from 14,000
Change-14,000 (-100%)
Value—
Palliser Capital (UK) LtdA
N/A
Shares— from 13,897
Change-13,897 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 13,739
Change-13,739 (-100%)
Value—
Calydon Capital
N/A
Shares— from 13,725
Change-13,725 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 13,638
Change-13,638 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 13,591
Change-13,591 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 13,392
Change-13,392 (-100%)
Value—
Sprott Inc.
N/A
Shares— from 13,389
Change-13,389 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 13,351
Change-13,351 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 13,267
Change-13,267 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 13,041
Change-13,041 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 13,005
Change-13,005 (-100%)
Value—
Purkiss Capital Advisors LLC
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 12,998
Change-12,998 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 12,994
Change-12,994 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 12,942
Change-12,942 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 12,888
Change-12,888 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 12,538
Change-12,538 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 12,235
Change-12,235 (-100%)
Value—
Neo Ivy Capital Management
N/A
Shares— from 12,198
Change-12,198 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 11,908
Change-11,908 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 11,700
Change-11,700 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 11,530
Change-11,530 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 11,361
Change-11,361 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 11,105
Change-11,105 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 11,070
Change-11,070 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 10,697
Change-10,697 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 10,688
Change-10,688 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 10,672
Change-10,672 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 10,662
Change-10,662 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 10,591
Change-10,591 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 10,544
Change-10,544 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 10,444
Change-10,444 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 10,421
Change-10,421 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 10,370
Change-10,370 (-100%)
Value—
CAZ Investments LP
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 9,799
Change-9,799 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 8,241
Change-8,241 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 8,165
Change-8,165 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 7,547
Change-7,547 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 6,161
Change-6,161 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 5,671
Change-5,671 (-100%)
Value—
Vaughan Nelson Investment Management, L.P.
N/A
Shares— from 5,625
Change-5,625 (-100%)
Value—
Graticule Asia Macro Advisors LLC
N/A
Shares— from 5,582
Change-5,582 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 4,966
Change-4,966 (-100%)
Value—
Centennial Bank
N/A
Shares— from 4,856
Change-4,856 (-100%)
Value—
Luken Investment Analytics, LLC
N/A
Shares— from 4,600
Change-4,600 (-100%)
Value—
Barclays PLC
N/A
Shares— from 4,520
Change-4,520 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 4,380
Change-4,380 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 4,344
Change-4,344 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 4,246
Change-4,246 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 4,055
Change-4,055 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 4,055
Change-4,055 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 3,734
Change-3,734 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 3,693
Change-3,693 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 3,638
Change-3,638 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 3,577
Change-3,577 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 3,408
Change-3,408 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 3,185
Change-3,185 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 3,100
Change-3,100 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 2,699
Change-2,699 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 2,530
Change-2,530 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 2,350
Change-2,350 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 1,925
Change-1,925 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 1,822
Change-1,822 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,695
Change-1,695 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 1,671
Change-1,671 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 1,646
Change-1,646 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,628
Change-1,628 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 1,402
Change-1,402 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 1,330
Change-1,330 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 1,258
Change-1,258 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 1,186
Change-1,186 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 1,171
Change-1,171 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 1,014
Change-1,014 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 962
Change-962 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 958
Change-958 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 858
Change-858 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 719
Change-719 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 700
Change-700 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 650
Change-650 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 638
Change-638 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 613
Change-613 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 571
Change-571 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 535
Change-535 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 502
Change-502 (-100%)
Value—
FIL Ltd
N/A
Shares— from 456
Change-456 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 391
Change-391 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 322
Change-322 (-100%)
Value—
Evolution Advisers, Inc.
N/A
Shares— from 318
Change-318 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 312
Change-312 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 270
Change-270 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 250
Change-250 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 220
Change-220 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 213
Change-213 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 192
Change-192 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 188
Change-188 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 110
Change-110 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 105
Change-105 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 35
Change-35 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Status
Strs Ohio
INCREASED12,600,31110,657,085+1,943,226+18%$197.5M$240.7M+$43.2M2026-10-30
Generali Asset Management SPA SGR
INCREASED7,950,9087,547,995+402,913+5%$139.9M$151.9M+$12.0M2026-10-26
Confluence Investment Management LLC
DECREASED3,275,3333,367,580-92,247-3%$62.4M$62.6M+$157.6K2026-10-01
Sound Income Strategies, LLC
INCREASED3,195,0502,766,368+428,682+16%$51.3M$59.9M+$8.6M2026-10-09
Muzinich & Co., Inc.
INCREASED2,292,9592,250,333+42,626+2%$41.7M$43.8M+$2.1M2026-10-22
Allen Investment Management, LLC
DECREASED1,824,0432,441,585-617,542-25%$45.2M$34.8M-$10.4M2026-11-03
Border to Coast Pensions Partnership Ltd
DECREASED1,700,0002,000,000-300,000-15%$37.0M$32.4M-$4.6M2026-10-09
Sumitomo Mitsui Trust Group, Inc.
DECREASED1,673,3721,716,046-42,674-2%$31.8M$32.0M+$163.1K2026-10-29
Bruni J V & Co
DECREASED1,242,4541,266,283-23,829-2%$23.5M$23.7M+$266.6K2026-11-05
Apollon Wealth Management, LLC
DECREASED1,113,6911,116,916-3,2250%$20.7M$21.3M+$575.1K2026-10-23
Cambridge Investment Research Advisors, Inc.
INCREASED1,083,3551,081,390+1,965+0%$20.0M$20.7M+$654.0K2026-11-02
Tectonic Advisors LLC
INCREASED938,383844,971+93,412+11%$15.7M$17.9M+$2.3M2026-10-22
Lido Advisors, LLC
INCREASED838,016776,654+61,362+8%$14.4M$16.0M+$1.6M2026-11-04
Sigma Investment Counselors Inc
INCREASED818,336781,116+37,220+5%$14.5M$15.6M+$1.2M2026-10-27
Edgemoor Investment Advisors, Inc.
INCREASED721,995720,251+1,744+0%$13.3M$13.8M+$443.9K2026-11-03
Commonwealth Equity Services, LLC
INCREASED669,209650,794+18,415+3%$12.1M$12.8M+$722.7K2026-11-02
D.A. Davidson & Co.
DECREASED618,670635,482-16,812-3%$11.8M$11.8M+$41.1K2026-10-28
Baldwin Wealth Partners LLC
INCREASED587,917439,021+148,896+34%$8.1M$11.2M+$3.1M2026-10-13
Chicago Partners Investment Group LLC
INCREASED585,716571,386+14,330+3%$10.6M$10.9M+$284.3K2026-10-27
Columbus Macro, LLC
INCREASED576,520543,378+33,142+6%$10.1M$11.0M+$942.7K2026-10-14
Bell Bank
INCREASED532,313515,804+16,509+3%$9.6M$10.2M+$609.3K2026-10-21
Kestra Advisory Services, LLC
INCREASED531,769520,151+11,618+2%$9.6M$10.2M+$518.4K2026-11-02
Citigroup Inc
DECREASED508,934539,586-30,652-6%$10.0M$9.7M-$277.9K2026-11-04
Independent Financial Group, LLC
INCREASED498,617460,273+38,344+8%$8.5M$9.5M+$994.7K2026-10-13
Gritstone Asset Management LLC
INCREASED447,203447,088+115+0%$8.3M$8.5M+$257.0K2026-10-26
Oppenheimer & Co Inc
DECREASED443,961472,826-28,865-6%$8.8M$8.5M-$281.8K2026-10-26
Creative Planning
INCREASED409,998284,299+125,699+44%$5.3M$7.8M+$2.6M2026-11-02
Prairiewood Capital, LLC
INCREASED403,963384,360+19,603+5%$7.1M$7.7M+$593.5K2026-10-16
Crestwood Advisors Group, LLC
INCREASED399,776396,855+2,921+1%$7.4M$7.6M+$282.0K2026-10-27
Dupree Financial Group, LLC
NEW387,184—+387,184——$7.4M—2026-10-09
Obermeyer Wealth Partners
INCREASED362,739296,701+66,038+22%$5.5M$6.9M+$1.4M2026-10-21
Trinity Financial Advisors LLC
DECREASED361,044374,036-12,992-3%$6.9M$6.9M-$34.9K2026-10-09
Romano Brothers and Company
DECREASED356,823358,827-2,004-1%$6.6M$6.8M+$166.3K2026-10-22
Smith Asset Management Co., LLC
INCREASED352,408349,766+2,642+1%$6.5M$6.7M+$249.8K2026-10-16
Foresight Capital Management Advisors, Inc.
INCREASED349,909345,778+4,131+1%$6.4M$6.7M+$276.0K2026-10-27
Carnegie Investment Counsel
DECREASED332,550334,801-2,251-1%$6.2M$6.4M+$147.8K2026-10-20
Blume Capital Management, Inc.
DECREASED326,140330,490-4,350-1%$6.1M$6.2M+$105.3K2026-10-26
Wealthcare Advisory Partners LLC
INCREASED320,211264,044+56,167+21%$4.9M$6.1M+$1.2M2026-10-21
Financial Management Network Inc
INCREASED316,158247,203+68,955+28%$4.7M$6.0M+$1.2M2026-10-09
Brown, Lisle Ings, Inc.
INCREASED302,619265,633+36,986+14%$4.9M$5.8M+$857.8K2026-10-16
Baugh & Associates, LLC
INCREASED296,118268,304+27,814+10%$5.0M$5.0M-$3.5K2026-10-16
Payden & Rygel
UNCHANGED275,660275,66000%$5.1M$5.3M+$157.0K2026-10-28
International Assets Investment Management, LLC
DECREASED271,026282,421-11,395-4%$5.3M$5.2M-$100.5K2026-11-02
Meridian Wealth Management, LLC
INCREASED266,026253,713+12,313+5%$4.7M$5.1M+$379.8K2026-11-05
Mirador Capital Partners LP
DECREASED254,781257,143-2,362-1%$4.8M$4.9M+$101.5K2026-10-09
Evergreen Capital Management LLC
DECREASED254,310258,693-4,383-2%$4.8M$4.9M+$63.7K2026-10-23
Ticino Wealth
INCREASED251,663243,855+7,808+3%$4.5M$4.8M+$288.1K2026-10-13
Bayshore Capital Advisors, LLC
NEW246,000—+246,000——$4.7M—2026-11-02
Old Second National Bank of Aurora
INCREASED228,703224,251+4,452+2%$4.2M$4.4M+$212.9K2026-10-22
Truist Financial Corp
INCREASED218,245161,597+56,648+35%$3.0M$4.2M+$1.2M2026-10-30
Bank of New York Mellon Corp
DECREASED213,006237,789-24,783-10%$4.4M$4.1M-$337.8K2026-11-05
Perennial Advisors, LLC
DECREASED211,617224,244-12,627-6%$4.2M$4.0M-$113.4K2026-10-13
LFG Wealth Partners, LLC
INCREASED200,558195,003+5,555+3%$3.6M$3.8M+$217.2K2026-10-28
Clear Creek Financial Management, LLC
DECREASED199,402199,404-20%$3.7M$3.8M+$113.6K2026-10-28
Whipplewood Advisors, LLC
INCREASED198,090177,662+20,428+12%$3.3M$3.8M+$491.4K2026-10-20
Farther Finance Advisors, LLC
DECREASED198,060223,214-25,154-11%$4.1M$3.8M-$353.1K2026-10-08
New South Capital Management Inc
DECREASED198,056349,945-151,889-43%$6.5M$3.8M-$2.7M2026-11-05
Concurrent Investment Advisors, LLC
INCREASED196,616155,429+41,187+27%$2.9M$3.8M+$875.3K2026-10-16
Stableford Capital II LLC
DECREASED191,701192,802-1,101-1%$3.6M$3.7M+$88.9K2026-10-09
Avior Wealth Management, LLC
DECREASED182,101188,289-6,188-3%$3.5M$3.5M-$10.9K2026-10-13
Challenger Wealth Management
DECREASED178,311196,435-18,124-9%$3.6M$3.4M-$234.2K2026-10-30
Plan Group Financial, LLC
INCREASED177,699147,018+30,681+21%$2.7M$3.3M+$565.0K2026-10-22
AA Financial Advisors, LLC
INCREASED171,967164,209+7,758+5%$3.0M$3.3M+$241.8K2026-10-19
Sigma Planning Corp
INCREASED171,321171,155+166+0%$3.2M$3.3M+$100.7K2026-10-23
Prospera Financial Services Inc
INCREASED171,233152,696+18,537+12%$2.8M$3.3M+$442.9K2026-11-04
Curated Wealth Partners LLC
INCREASED161,873161,868+50%$3.0M$3.1M+$92.4K2026-10-15
Community Trust & Investment Co
INCREASED155,515153,949+1,566+1%$2.9M$3.0M+$117.7K2026-10-15
Larson Financial Group LLC
INCREASED154,671140,341+14,330+10%$2.6M$3.0M+$353.7K2026-11-05
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED154,261154,26100%$2.9M$2.9M$02026-10-15
Riverbridge Partners LLC
INCREASED152,288111,289+40,999+37%$2.1M$2.9M+$846.5K2026-11-05
Wealth Enhancement Advisory Services, LLC
DECREASED150,846165,280-14,434-9%$3.1M$2.8M-$277.1K2026-10-13
Cottage Street Advisors LLC
DECREASED140,697145,471-4,774-3%$2.7M$2.7M-$10.2K2026-10-19
Taylor Frigon Capital Management LLC
INCREASED138,024136,284+1,740+1%$2.5M$2.6M+$110.9K2026-10-23
Kingswood Wealth Advisors, LLC
INCREASED134,71032,567+102,143+314%$603.5K$2.6M+$2.0M2026-10-23
Elemental Capital Partners LLC
INCREASED132,332128,732+3,600+3%$2.4M$2.5M+$142.1K2026-10-14
Joel Isaacson & Co., LLC
DECREASED130,808134,631-3,823-3%$2.5M$2.5M+$3.7K2026-11-05
Integras Partners LLC
INCREASED119,295114,757+4,538+4%$2.1M$2.3M+$152.1K2026-10-30
M&G Plc
UNCHANGED115,000115,00000%$2.2M$2.2M$02026-11-04
United Advisor Group, LLC
INCREASED114,123113,090+1,033+1%$2.1M$2.2M+$84.2K2026-11-03
Fifth Third Bancorp
INCREASED109,958105,321+4,637+4%$2.0M$2.1M+$148.6K2026-11-05
HUB Investment Partners, LLC
INCREASED108,85494,125+14,729+16%$1.7M$2.1M+$335.0K2026-11-03
Moneco Advisors, LLC
DECREASED107,424114,350-6,926-6%$2.1M$2.1M-$67.1K2026-11-05
Left Brain Wealth Management, LLC
NEW107,326—+107,326——$2.0M—2026-10-28
Brown Miller Wealth Management, LLC
INCREASED104,071102,473+1,598+2%$1.9M$2.0M+$88.9K2026-11-02
Global Strategic Management Inc
DECREASED103,562108,192-4,630-4%$2.0M$2.0M-$27.0K2026-10-16
Hennion & Walsh Asset Management, Inc.
DECREASED102,391119,790-17,399-15%$2.2M$2.0M-$264.0K2026-10-13
HB Wealth Management, LLC
DECREASED100,925101,316-3910%$1.9M$1.9M+$50.3K2026-10-23
Avidian Wealth Enterprises, LLC
INCREASED100,77860,567+40,211+66%$1.1M$1.9M+$802.5K2026-10-08
Nfsg Corp
INCREASED100,14988,153+11,996+14%$1.6M$1.9M+$279.4K2026-10-15
Eagle Global Advisors LLC
INCREASED96,50096,360+140+0%$1.8M$1.8M+$57.6K2026-11-02
Certior Financial Group, LLC
DECREASED95,033100,816-5,783-6%$1.9M$1.8M-$53.0K2026-10-19
Legacy Capital Wealth Partners, LLC
INCREASED91,32189,789+1,532+2%$1.7M$1.7M+$80.4K2026-10-21
Ashton Thomas Private Wealth, LLC
INCREASED90,75084,572+6,178+7%$1.6M$1.7M+$166.2K2026-11-03
Salem Investment Counselors Inc
DECREASED90,066196,071-106,005-54%$3.6M$1.7M-$1.9M2026-10-13
J.W. Cole Advisors, Inc.
DECREASED89,55295,903-6,351-7%$1.8M$1.7M-$66.6K2026-11-05
Midwest Professional Planners, Ltd.
INCREASED86,78376,617+10,166+13%$1.4M$1.7M+$237.8K2026-10-29
Elevation Point Wealth Partners, LLC
INCREASED84,74884,392+356+0%$1.6M$1.6M+$51.1K2026-11-05
Register Financial Advisors LLC
INCREASED82,28880,038+2,250+3%$1.5M$1.6M+$88.6K2026-10-23
Bank of New Hampshire
DECREASED82,09984,128-2,029-2%$1.6M$1.6M+$9.2K2026-10-06
Stiles Financial Services Inc
INCREASED79,92279,696+226+0%$1.5M$1.5M+$49.7K2026-10-30
Essential Investment Partners LLC
INCREASED79,29676,496+2,800+4%$1.4M$1.5M+$97.1K2026-10-27
Eos Management, L.P.
UNCHANGED78,50078,50000%$1.5M$1.5M+$44.7K2026-10-27
Lazari Capital Management, Inc.
DECREASED78,45080,850-2,400-3%$1.5M$1.5M+$2442026-10-20
Ayrshire Capital Management LLC
DECREASED78,19678,749-553-1%$1.5M$1.5M+$34.3K2026-10-20
Wedbush Securities Inc
DECREASED77,59591,411-13,816-15%$1.7M$1.5M-$212.0K2026-10-22
Linden Thomas Advisory Services, LLC
INCREASED77,23171,192+6,039+8%$1.3M$1.5M+$155.9K2026-10-19
RDA Financial Network
DECREASED76,42676,633-2070%$1.4M$1.5M+$39.7K2026-10-15
Titan Investment Management LLC
NEW74,548—+74,548——$1.4M—2026-10-22
Global Wealth Management Investment Advisory, Inc.
INCREASED74,33471,285+3,049+4%$1.3M$1.4M+$98.9K2026-11-04
Naples Global Advisors, LLC
INCREASED74,25873,602+656+1%$1.4M$1.4M+$54.5K2026-11-05
Independent Wealth Network Inc.
INCREASED69,81469,058+756+1%$1.3M$1.3M+$53.8K2026-10-19
Mesirow Financial Investment Management, Inc.
INCREASED68,55067,704+846+1%$1.3M$1.3M+$54.7K2026-11-05
River Street Advisors LLC
INCREASED67,93959,267+8,672+15%$1.1M$1.3M+$199.4K2026-10-22
Keybank National Association
INCREASED67,77143,271+24,500+57%$801.8K$1.3M+$492.6K2026-11-04
Key Client Fiduciary Advisors, LLC
DECREASED63,94567,752-3,807-6%$1.3M$1.2M-$34.1K2026-10-19
AlphaCore Capital LLC
INCREASED63,91561,652+2,263+4%$1.1M$1.2M+$78.4K2026-11-04
Tempus Wealth Planning, LLC
INCREASED63,64238,642+25,000+65%$716.0K$1.2M+$499.5K2026-10-14
Dickmeyer Boyce Financial Management, Inc.
DECREASED62,49462,500-60%$1.2M$1.2M+$35.5K2026-10-08
GoalVest Advisory LLC
INCREASED60,47558,237+2,238+4%$1.1M$1.2M+$75.9K2026-10-02
Simplicity Wealth,LLC
NEW60,047—+60,047——$1.1M—2026-10-23
C2c Wealth Management, LLC
INCREASED59,85055,850+4,000+7%$1.0M$1.1M+$108.2K2026-10-20
Samalin Investment Counsel, LLC
DECREASED59,65468,479-8,825-13%$1.3M$1.1M-$129.5K2026-10-23
BKM Wealth Management, LLC
INCREASED59,11456,152+2,962+5%$1.0M$1.1M+$88.6K2026-10-22
Accel Wealth Management
INCREASED58,24056,895+1,345+2%$1.1M$1.1M+$58.1K2026-10-13
Delphi Management Inc
INCREASED57,82553,060+4,765+9%$983.0K$1.1M+$121.0K2026-11-05
Granite FO LLC
UNCHANGED57,71557,71500%$1.1M$1.1M+$32.9K2026-10-14
Davenport & Co LLC
INCREASED57,55652,696+4,860+9%$976.4K$1.1M+$122.9K2026-10-14
Mcdonald Partners LLC
INCREASED57,50045,000+12,500+28%$833.9K$1.1M+$264.4K2026-11-03
Cascade Investment Group, Inc.
DECREASED57,18358,195-1,012-2%$1.1M$1.1M+$13.8K2026-10-13
Lantz Financial LLC
INCREASED56,55356,382+171+0%$1.0M$1.1M+$35.4K2026-10-15
Cordoba Advisory Partners LLC
DECREASED55,56458,179-2,615-4%$1.1M$1.1M-$25.6K2026-10-19
Onyx Bridge Wealth Group LLC
DECREASED55,11456,523-1,409-2%$1.0M$1.1M+$5.3K2026-10-16
ProShare Advisors LLC
DECREASED54,94360,034-5,091-8%$1.1M$1.0M-$63.0K2026-10-29
Investment Partners Asset Management, Inc.
INCREASED54,77353,734+1,039+2%$995.7K$1.0M+$50.5K2026-10-09
Wilmington Savings Fund Society, FSB
DECREASED54,52962,529-8,000-13%$1.2M$1.0M-$117.2K2026-10-23
Brookstone Capital Management
INCREASED50,90143,648+7,253+17%$808.8K$972.2K+$163.4K2026-10-22
Parallel Advisors, LLC
INCREASED50,39549,963+432+1%$925.8K$962.5K+$36.7K2026-11-03
Spire Wealth Management
DECREASED49,88079,181-29,301-37%$1.5M$952.7K-$514.5K2026-10-30
Westbourne Investment Advisors, Inc.
INCREASED48,75047,050+1,700+4%$871.8K$931.1K+$59.3K2026-10-20
Lewis Asset Management, LLC
DECREASED48,36550,248-1,883-4%$931.1K$923.8K-$7.3K2026-10-14
Commerce Advisors, LLC
INCREASED46,38043,986+2,394+5%$815.1K$885.9K+$70.8K2026-10-19
First Affirmative Financial Network
NEW45,362—+45,362——$866.4K—2026-10-21
Pension & Wealth Management Advisors, Inc.
DECREASED45,07945,481-402-1%$842.8K$861.0K+$18.3K2026-10-16
1620 Investment Advisors, Inc.
INCREASED44,54837,166+7,382+20%$688.7K$850.9K+$162.2K2026-11-04
Haven Private, LLC
DECREASED44,43246,961-2,529-5%$870.2K$848.7K-$21.5K2026-10-27
Koshinski Asset Management, Inc.
INCREASED44,13540,291+3,844+10%$746.6K$843.0K+$96.4K2026-10-29
LexAurum Advisors, LLC
DECREASED43,96244,864-902-2%$831.3K$839.7K+$8.3K2026-10-19
US Bancorp \de\
INCREASED43,57843,444+134+0%$805.0K$832.3K+$27.3K2026-11-05
Diversify Wealth Management, LLC
INCREASED42,96639,707+3,259+8%$750.1K$812.9K+$62.8K2026-10-20
Diversify Advisory Services, LLC
INCREASED42,96639,707+3,259+8%$750.1K$812.9K+$62.8K2026-10-20
Beverly Hills Private Wealth, LLC
DECREASED42,30945,111-2,802-6%$835.9K$808.1K-$27.8K2026-11-04
IFP Advisors, Inc
DECREASED41,41843,071-1,653-4%$798.1K$791.1K-$7.0K2026-10-16
Venture Visionary Partners LLC
INCREASED40,37628,386+11,990+42%$526.0K$771.2K+$245.2K2026-10-07
Family Wealth Partners, LLC
INCREASED39,84435,807+4,037+11%$663.5K$761.0K+$97.5K2026-10-20
Nicholas Hoffman & Company, Llc.
INCREASED39,34033,368+5,972+18%$618.3K$751.4K+$133.1K2026-10-30
Werlinich Asset Management, LLC
UNCHANGED38,88038,88000%$720.4K$742.6K+$22.2K2026-10-09
Palacios Wealth Management, LLC
INCREASED38,41730,224+8,193+27%$560.1K$733.8K+$173.7K2026-11-04
Miller Global Investments, LLC
INCREASED37,67310,968+26,705+243%$203.2K$719.6K+$516.3K2026-10-02
Sowell Financial Services LLC
INCREASED37,59713,848+23,749+172%$256.6K$718.1K+$461.5K2026-10-23
Intrua Financial, LLC
INCREASED37,53936,932+607+2%$684.4K$717.0K+$32.6K2026-10-28
Duncker Streett & Co Inc
DECREASED37,47738,418-941-2%$711.9K$715.8K+$3.9K2026-10-27
Mallini Complete Financial Planning LLC
DECREASED36,14440,027-3,883-10%$741.7K$690.4K-$51.3K2026-10-06
First National Bank of Mount Dora, Trust Investment Services
UNCHANGED35,96435,96400%$666.4K$686.9K+$20.5K2026-10-21
MBM Wealth Consultants, LLC
INCREASED35,83729,900+5,937+20%$554.0K$684.5K+$130.4K2026-10-20
Monument Capital Management
INCREASED35,61535,592+23+0%$659.5K$680.2K+$20.7K2026-10-09
Wedmont Private Capital
DECREASED34,85136,412-1,561-4%$683.8K$653.1K-$30.7K2026-10-09
Verdence Capital Advisors LLC
DECREASED34,43757,549-23,112-40%$1.1M$657.7K-$408.6K2026-10-26
Balboa Wealth Partners
DECREASED34,17834,896-718-2%$646.6K$652.8K+$6.2K2026-10-20
Wespac Advisors, LLC
INCREASED33,80433,090+714+2%$613.2K$645.7K+$32.5K2026-10-26
Cypress Wealth Services, LLC
INCREASED33,43032,675+755+2%$605.5K$623.1K+$17.7K2026-10-21
Ascentis Independent Advisors
INCREASED33,3051,009+32,296+3201%$18.7K$636.1K+$617.4K2026-11-03
Triumph Capital Management
INCREASED33,09032,350+740+2%$599.4K$632.0K+$32.6K2026-10-14
Quadrant Capital Group LLC
INCREASED32,88131,680+1,201+4%$587.0K$610.3K+$23.2K2026-10-20
Millennium Capital Advisors, LLC
INCREASED32,45532,454+10%$601.4K$619.9K+$18.5K2026-10-16
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED32,34331,536+807+3%$584.4K$617.8K+$33.4K2026-10-19
VestGen Advisors, LLC
INCREASED32,22030,970+1,250+4%$573.9K$615.4K+$41.5K2026-10-27
Sculati Wealth Management, LLC
DECREASED31,79646,708-14,912-32%$895.4K$592.4K-$303.0K2026-10-19
Quad-Cities Investment Group, LLC
DECREASED31,43931,558-1190%$584.8K$600.5K+$15.7K2026-10-16
Western Financial Corp
INCREASED31,16130,404+757+2%$563.4K$595.2K+$31.8K2026-10-14
Pinion Investment Advisors, LLC
INCREASED31,02030,605+415+1%$567.1K$592.5K+$25.4K2026-11-04
Marathon Capital Management
DECREASED30,97930,981-20%$574.1K$591.7K+$17.6K2026-10-23
Private Trust Co NA
INCREASED30,82626,503+4,323+16%$491.1K$588.8K+$97.7K2026-10-20
Access Investment Management LLC
UNCHANGED30,67530,67500%$568.4K$585.9K+$17.5K2026-10-23
J.M. Arbour, LLC
INCREASED30,63528,708+1,927+7%$532.0K$585.1K+$53.2K2026-11-05
CoreCap Advisors, LLC
INCREASED30,61625,831+4,785+19%$478.6K$584.8K+$106.1K2026-10-08
Wealthcare Capital Partners, LLC
INCREASED30,51230,320+192+1%$561.8K$582.8K+$20.9K2026-10-21
Albion Financial Group
DECREASED30,32031,295-975-3%$579.9K$579.1K-$7852026-10-21
Milestone Asset Management Group, LLC
INCREASED30,05427,438+2,616+10%$508.4K$574.0K+$65.6K2026-10-20
J. Safra Sarasin Holding AG
UNCHANGED30,00030,00000%$555.9K$573.0K+$17.1K2026-10-26
Roman Butler Fullerton & Co
INCREASED29,88729,231+656+2%$544.9K$550.2K+$5.4K2026-10-27
Axxcess Wealth Management, LLC
INCREASED29,16820,455+8,713+43%$379.0K$557.1K+$178.1K2026-10-21
Patriot Investment Management Group, Inc.
NEW28,531—+28,531——$544.9K—2026-10-15
Capital Investment Advisors, LLC
DECREASED28,25229,618-1,366-5%$548.8K$539.6K-$9.2K2026-10-22
Clark Financial Services Group Inc
INCREASED27,76323,524+4,239+18%$435.9K$530.3K+$94.4K2026-10-19
M Holdings Securities, Inc.
INCREASED27,15226,187+965+4%$485.0K$527-$484.5K2026-11-03
Maia Wealth LLC
INCREASED26,81626,317+499+2%$487.6K$512.2K+$24.5K2026-10-19
Redhawk Wealth Advisors, Inc.
NEW26,606—+26,606——$508.2K—2026-10-14
Cullen T Bankers, Inc.
UNCHANGED26,58226,58200%$492.6K$507.7K+$15.2K2026-10-28
Compound Planning, Inc.
DECREASED26,45932,540-6,081-19%$603.0K$505.4K-$97.6K2026-11-05
Signaturefd, LLC
INCREASED26,45419,712+6,742+34%$365.3K$505.3K+$140.0K2026-10-23
Midwest Trust Co
DECREASED26,10834,401-8,293-24%$637.5K$498.7K-$138.8K2026-10-22
Baron Financial Group, LLC
UNCHANGED25,97725,97700%$481.4K$496.2K+$14.8K2026-10-09
SMH Capital Advisors Inc
INCREASED25,35525,003+352+1%$463.3K$484.3K+$21.0K2026-10-29
Cornerstone Wealth Management, LLC
DECREASED25,30026,212-912-3%$485.7K$483.2K-$2.5K2026-11-04
Future Financial Wealth Managment LLC
INCREASED24,54518,545+6,000+32%$345.1K$468.8K+$123.7K2026-10-15
Key Capital Management, Inc
INCREASED23,9173,220+20,697+643%$59.7K$443.9K+$384.3K2026-11-03
Magnus Financial Group LLC
INCREASED23,88123,302+579+2%$431.8K$456.1K+$24.3K2026-10-21
Daymark Wealth Partners, LLC
INCREASED23,58423,292+292+1%$431.6K$450.4K+$18.8K2026-11-04
BankPlus Wealth Management LLC
DECREASED23,25723,335-780%$432.4K$444.2K+$11.8K2026-10-13
Advisory Advocates, LLC
INCREASED23,16718,180+4,987+27%$336.9K$442.5K+$105.6K2026-11-05
Prime Capital Investment Advisors, LLC
DECREASED23,12224,715-1,593-6%$458.0K$441.6K-$16.3K2026-10-20
Parcion Private Wealth LLC
UNCHANGED22,98222,98200%$425.9K$439.0K+$13.1K2026-10-28
JBR Co Financial Management Inc
UNCHANGED22,41022,41000%$415.3K$418.2K+$2.9K2026-10-13
Sterling Group Wealth Management, LLC
INCREASED22,33815,463+6,875+44%$286.5K$426.7K+$140.1K2026-11-03
Soltis Investment Advisors LLC
NEW22,208—+22,208——$424.2K—2026-10-28
Perigon Wealth Management, LLC
DECREASED22,18222,284-1020%$412.9K$423.7K+$10.7K2026-10-22
SeaCrest Wealth Management, LLC
INCREASED22,07722,068+9+0%$408.9K$421.7K+$12.7K2026-10-21
TT Capital Management LLC
INCREASED21,60017,200+4,400+26%$318.7K$412.6K+$93.8K2026-10-15
Park Avenue Securities LLC
INCREASED21,40310,050+11,353+113%$186.0K$409.0K+$223.0K2026-10-26
Xcel Wealth Management, LLC
INCREASED21,12820,864+264+1%$386.6K$403.5K+$16.9K2026-10-26
Closed-End Fund Advisors, Inc.
INCREASED21,02119,987+1,034+5%$370.4K$401.5K+$31.1K2026-11-04
Accredited Investors Inc.
INCREASED21,02121,000+21+0%$389.1K$401.5K+$12.4K2026-11-03
Canton Hathaway, LLC
UNCHANGED21,00021,00000%$389.1K$401.1K+$12.0K2026-10-23
Union Bancaire Privee, UBP SA
UNCHANGED20,92520,92500%$376.4K$55.9M+$55.5M2026-11-04
Trueblood Wealth Management, LLC
INCREASED20,47220,065+407+2%$371.8K$391.0K+$19.2K2026-10-23
Pinnacle Wealth Planning Services, Inc.
UNCHANGED20,44520,44500%$378.8K$390.5K+$11.7K2026-10-27
MGO One Seven LLC
INCREASED20,20018,846+1,354+7%$349.2K$385.8K+$36.6K2026-10-28
Jefferies Financial Group Inc.
DECREASED20,045175,452-155,407-89%$3.3M$382.9K-$2.9M2026-11-05
American National Bank & Trust
UNCHANGED20,00020,00000%$370.6K$382.0K+$11.4K2026-10-07
Rhodes Investment Advisors Inc
UNCHANGED19,50019,50000%$361.3K$372.5K+$11.1K2026-10-07
Valeo Financial Advisors, LLC
INCREASED19,49311,207+8,286+74%$207.7K$372.3K+$164.7K2026-10-08
Triad Investment Management
UNCHANGED19,47419,47400%$360.9K$372.0K+$11.1K2026-10-13
Hyposwiss Advisors SA
UNCHANGED19,33519,33500%$358.3K$369.3K+$11.0K2026-10-26
Aurora Private Wealth, Inc.
INCREASED19,26118,869+392+2%$350.0K$368.0K+$18.0K2026-10-20
Wealth Quarterback LLC
INCREASED19,07017,774+1,296+7%$329.4K$364.2K+$34.9K2026-10-20
Tctc Holdings, LLC
UNCHANGED19,00019,00000%$352.1K$362.9K+$10.8K2026-11-02
Whitener Capital Management, Inc.
DECREASED18,95422,286-3,332-15%$413.0K$362.0K-$50.9K2026-10-15
Procyon Advisors, LLC
INCREASED18,53710,708+7,829+73%$198.4K$354.0K+$155.6K2026-10-21
Segment Wealth Management, LLC
NEW18,530—+18,530——$353.9K—2026-10-26
LVW Advisors, LLC
INCREASED18,38618,231+155+1%$337.8K$351.2K+$13.4K2026-10-19
Commons Capital, LLC
DECREASED18,20019,000-800-4%$352.1K$347.6K-$4.5K2026-11-05
Glenview Trust Co
UNCHANGED18,20018,20000%$337.2K$347.6K+$10.4K2026-10-28
Wealth Alliance Advisory Group, LLC
INCREASED18,10317,803+300+2%$329.9K$345.8K+$15.9K2026-10-14
Advocate Investing Services LLC
INCREASED17,96017,410+550+3%$322.6K$343.0K+$20.4K2026-10-26
Virtue Capital Management, LLC
DECREASED17,94018,470-530-3%$342.2K$342.7K+$4052026-10-29
CX Institutional
INCREASED17,9042,685+15,219+567%$50.0K$342-$49.7K2026-10-02
Kentucky Trust Co
DECREASED17,84618,106-260-1%$335.5K$340.9K+$5.4K2026-10-15
Secure Asset Management, LLC
INCREASED17,69617,626+70+0%$326.6K$338.0K+$11.4K2026-10-19
Rossby Financial, LCC
INCREASED17,3619,467+7,894+83%$175.4K$331.6K+$156.2K2026-11-05
XML Financial, LLC
INCREASED17,15217,019+133+1%$315.4K$327.6K+$12.2K2026-10-29
Basso Capital Management, L.P.
NEW17,141—+17,141——$327.4K—2026-10-30
Americana Partners, LLC
DECREASED16,85616,911-550%$313.4K$322.0K+$8.6K2026-10-28
Cane Capital Partners, LLC
INCREASED16,57516,280+295+2%$301.7K$316.6K+$14.9K2026-10-23
Elwood & Goetz Wealth Advisory Group, LLC
NEW16,555—+16,555——$316.2K—2026-10-28
Angeles Wealth Management, LLC
UNCHANGED16,46516,46500%$305.1K$314.5K+$9.4K2026-10-26
Sanders Morris Harris LLC
NEW16,438—+16,438——$314.5K—2026-10-14
Almanack Investment Partners, Llc.
INCREASED16,41616,381+35+0%$303.5K$313.5K+$10.0K2026-11-03
Global Assets Advisory, LLC
DECREASED16,31118,021-1,710-9%$337.3K$309.3K-$27.9K2026-10-28
Advisory Solutions Group, LLC
INCREASED16,21015,125+1,085+7%$280.3K$309.6K+$29.3K2026-10-14
Moody National Bank Trust Division
DECREASED16,02116,027-60%$297.0K$306.0K+$9.0K2026-10-06
Successful Portfolios LLC
INCREASED15,96115,787+174+1%$293.7K$300.4K+$6.7K2026-10-09
TSA Wealth Managment LLC
UNCHANGED15,82315,82300%$293.2K$302.2K+$9.0K2026-10-22
B. Riley Wealth Advisors, Inc.
INCREASED15,76710,479+5,288+50%$194.0K$301.1K+$107.2K2026-10-13
Visionary Wealth Advisors
INCREASED15,57315,115+458+3%$280.1K$297.4K+$17.4K2026-11-04
Brighton Jones LLC
INCREASED15,40914,418+991+7%$267.2K$294.3K+$27.1K2026-11-03
Trek Financial, LLC
INCREASED15,40015,398+2+0%$285.3K$294.1K+$8.8K2026-10-29
Patriot Financial Group Insurance Agency, LLC
INCREASED15,36415,223+141+1%$282.1K$293.4K+$11.4K2026-10-14
Griffin Asset Management, Inc.
NEW15,323—+15,323——$292.7K—2026-10-22
Clearwave Capital, LLC
INCREASED15,25215,120+132+1%$280.2K$291.3K+$11.1K2026-10-27
Merkkuri Wealth Advisors LLC
UNCHANGED15,11715,11700%$280.1K$288.7K+$8.6K2026-11-03
Cidel Asset Management Inc
DECREASED14,93128,600-13,669-48%$530.0K$285.2K-$244.8K2026-10-29
Firestone Capital Management
UNCHANGED14,85014,85000%$275.2K$283.6K+$8.5K2026-11-03
Sagespring Wealth Partners, LLC
DECREASED14,76315,472-709-5%$286.7K$282.0K-$4.7K2026-10-22
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED14,61514,745-130-1%$273.2K$279.1K+$5.9K2026-10-14
Flagship Harbor Advisors, LLC
DECREASED14,34314,584-241-2%$270.2K$274.0K+$3.7K2026-10-26
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED14,11313,773+340+2%$255.2K$269.6K+$14.3K2026-10-27
BIP Wealth, LLC
DECREASED14,06819,265-5,197-27%$357.0K$268.7K-$88.3K2026-10-22
CWS Financial Advisors, LLC
DECREASED14,03717,638-3,601-20%$326.8K$268.1K-$58.7K2026-10-16
Ulrich Consultants & Investment Group, LLC
NEW14,000—+14,000——$267.4K—2026-10-13
Values Added Financial LLC
DECREASED13,74614,295-549-4%$264.9K$262.5K-$2.3K2026-10-28
AUA Capital Management, LLC
DECREASED13,39015,990-2,600-16%$296.3K$255.7K-$40.5K2026-10-15
Ascent Group, LLC
DECREASED13,29818,144-4,846-27%$336.2K$254.0K-$82.2K2026-10-30
AlphaStar Capital Management, LLC
NEW13,187—+13,187——$251.9K—2026-10-16
Alpha Omega Wealth Management LLC
INCREASED13,13511,658+1,477+13%$216.0K$250.9K+$34.9K2026-10-23
Choreo, LLC
DECREASED12,95917,014-4,055-24%$315.3K$247.5K-$67.7K2026-10-28
Signature Estate & Investment Advisors LLC
INCREASED12,94912,825+124+1%$237.6K$247.3K+$9.7K2026-10-13
MacKenzie Financial Corp
INCREASED12,89412,820+74+1%$237.6K$246.3K+$8.7K2026-11-02
Worth Asset Management, LLC
INCREASED12,82912,705+124+1%$235.4K$245.0K+$9.6K2026-10-07
Autumn Glory Partners, LLC
UNCHANGED12,53512,53500%$232.3K$239.4K+$7.1K2026-10-26
SAX Wealth Advisors, LLC
DECREASED12,48113,522-1,041-8%$243.7K$238.4K-$5.3K2026-10-13
Sage Investment Counsel LLC
UNCHANGED12,42012,42000%$230.1K$237.2K+$7.1K2026-10-26
Core Wealth Partners LLC
INCREASED12,36810,678+1,690+16%$197.9K$236.2K+$38.4K2026-11-02
Kornitzer Capital Management Inc
UNCHANGED12,36312,36300%$229.1K$236.1K+$7.0K2026-11-03
Pacific Center for Financial Services
INCREASED12,26611,968+298+2%$221.8K$234.3K+$12.5K2026-10-15
Transce3nd, LLC
NEW12,251—+12,251——$225.4K—2026-10-26
Fulton Breakefield Broenniman LLC
UNCHANGED12,08212,08200%$223.9K$230.8K+$6.9K2026-11-03
True North Advisors, LLC
INCREASED12,01510,614+1,401+13%$196.7K$229.5K+$32.8K2026-10-22
WealthPlan Investment Management, LLC
DECREASED12,00225,320-13,318-53%$469.2K$229.2K-$239.9K2026-10-15
Florida Trust Wealth Management Co
UNCHANGED12,00012,00000%$222.4K$229.2K+$6.8K2026-11-05
EverSource Wealth Advisors, LLC
INCREASED11,96510,363+1,602+15%$192.0K$228.5K+$36.5K2026-11-04
180 Wealth Advisors, LLC
INCREASED11,81211,470+342+3%$212.5K$225.6K+$13.1K2026-11-03
Brucke Financial, Inc.
INCREASED11,74911,673+76+1%$216.3K$224.4K+$8.1K2026-10-23
Kestra Private Wealth Services, LLC
DECREASED11,58916,779-5,190-31%$310.9K$221.4K-$89.6K2026-10-30
Promethium Advisors,llc
DECREASED11,52511,586-61-1%$214.7K$220.1K+$5.4K2026-10-19
Beaumont Financial Advisors, LLC
UNCHANGED11,48911,48900%$212.9K$219.4K+$6.5K2026-10-22
Chapin Davis, Inc.
DECREASED11,47112,052-581-5%$223.3K$219.1K-$4.2K2026-10-09
Stablepoint Partners, LLC
INCREASED11,46511,431+34+0%$211.8K$219.0K+$7.2K2026-11-03
StoneX Group Inc.
NEW11,358—+11,358——$216.7K—2026-11-03
Reicon Wealth Advisors, LLC
DECREASED11,30716,264-4,957-30%$301.4K$216.0K-$85.4K2026-11-04
Western Pacific Wealth Management, LP
UNCHANGED11,26111,26100%$208.7K$215.1K+$6.4K2026-10-16
Catalyst Capital Advisors LLC
UNCHANGED11,24411,24400%$208.4K$214.8K+$6.4K2026-11-02
Fiduciary Family Office, LLC
INCREASED11,18611,185+1+0%$207.3K$213.7K+$6.4K2026-11-04
Chris Bulman Inc
NEW11,156—+11,156——$213.1K—2026-10-20
Bison Wealth, LLC
DECREASED10,99812,723-1,725-14%$236.1K$204.9K-$31.2K2026-10-13
Focus Financial Network, Inc.
DECREASED10,85518,000-7,145-40%$333.5K$207.3K-$126.2K2026-10-14
Riverwater Partners LLC
UNCHANGED10,71210,71200%$198.5K$204.6K+$6.1K2026-11-03
Michael J. Porro & Co. Financial Advisors, Inc.
UNCHANGED10,70110,70100%$198.3K$204.4K+$6.1K2026-10-16
Vaquero Private Wealth, LTD
NEW10,694—+10,694——$204.3K—2026-10-27
CWA Asset Management Group, LLC
INCREASED10,66110,660+1+0%$197.5K$203.6K+$6.1K2026-10-19
Activest Wealth Management
DECREASED10,64916,317-5,668-35%$302.4K$203.4K-$99.0K2026-10-15
North Star Investment Management Corp.
UNCHANGED10,50010,50000%$194.6K$200.6K+$6.0K2026-10-27
Capital Management Associates, Inc
NEW10,226—+10,226——$195.3K—2026-10-20
Integrity Advisory Solutions, LLC
NEW10,186—+10,186——$194.6K—2026-10-29
Spinnaker Investment Group, LLC
NEW10,168—+10,168——$194.2K—2026-10-13
Capital Investment Advisory Services, LLC
DECREASED10,13910,365-226-2%$192.1K$193.7K+$1.6K2026-10-30
Mission Wealth Management, LP
DECREASED10,03617,578-7,542-43%$325.7K$191.7K-$134.0K2026-10-15
Madison Park Capital Advisors, LLC
INCREASED10,0003,544+6,456+182%$204.4K$191.0K-$13.4K2026-10-28
Peddock Capital Advisors, LLC
UNCHANGED10,00010,00000%$185.3K$191.0K+$5.7K2026-10-16
Glass Jacobson Investment Advisors llc
UNCHANGED9,9509,95000%$184.4K$190.0K+$5.7K2026-10-26
Assetmark, Inc
INCREASED9,7258,665+1,060+12%$160.6K$185.7K+$25.2K2026-10-21
Richardson Capital Management LLC
NEW9,434—+9,434——$180.2K—2026-10-23
Hurley Capital, LLC
INCREASED8,2328,033+199+2%$148.8K$157.2K+$8.4K2026-11-05
Golden State Wealth Management, LLC
INCREASED7,3613,430+3,931+115%$63.6K$140.6K+$77.0K2026-11-02
Nisa Investment Advisors, LLC
NEW7,300—+7,300——$139.4K—2026-10-20
Beacon Investment Advisory Services, Inc.
UNCHANGED6,1066,10600%$113.1K$116.6K+$3.5K2026-10-13
TD Waterhouse Canada Inc.
DECREASED5,9936,944-951-14%$129.6K$115.0K-$14.7K2026-10-16
Armstrong Advisory Group, Inc
INCREASED5,7085,691+17+0%$105.4K$109.0K+$3.6K2026-10-09
Mirae Asset Global Investments Co., Ltd.
NEW5,420—+5,420——$103.5K—2026-11-03
Physician Wealth Advisors, Inc.
INCREASED4,9844,190+794+19%$77.6K$95.2K+$17.6K2026-10-20
Nova Financial LLC
NEW4,808—+4,808——$91.8K—2026-11-04
Chilton Capital Management LLC
DECREASED4,7505,500-750-14%$101.9K$90.7K-$11.2K2026-10-28
Latitude Advisors, LLC
NEW4,384—+4,384——$83.7K—2026-10-27
Investors Research Corp
UNCHANGED4,2964,29600%$79.6K$82.1K+$2.4K2026-10-07
Next Level Wealth Planning, LLC
NEW3,543—+3,543——$67.7K—2026-10-29
Trust Co of Vermont
UNCHANGED3,1253,12500%$57.9K$59.7K+$1.8K2026-10-21
Security National Bank
UNCHANGED3,0413,04100%$56.4K$58.1K+$1.7K2026-10-26
Wolff Wiese Magana LLC
INCREASED2,7042,004+700+35%$37.1K$51.6K+$14.5K2026-10-15
Blue Trust, Inc.
INCREASED2,7011,601+1,100+69%$29.7K$51.6K+$21.9K2026-10-15
MTM Investment Management, LLC
UNCHANGED2,5202,52000%$46.7K$48.1K+$1.4K2026-10-30
Bernzott Capital Advisors
NEW2,500—+2,500——$47.8K—2026-10-29
Clayton Financial Group LLC
NEW2,439—+2,439——$46.6K—2026-10-13
Madden Securities Corp
NEW2,429—+2,429——$46.4K—2026-10-27
Hazlett, Burt & Watson, Inc.
UNCHANGED2,3002,30000%$43.0K$44.0K+$1.0K2026-11-04
Oakworth Capital, Inc.
UNCHANGED2,0632,06300%$38.5K$39.4K+$9072026-10-26
Nemes Rush Group LLC
INCREASED2,0411,491+550+37%$27.6K$39.0K+$11.3K2026-11-04
Birch Financial Group, LLC
NEW2,008—+2,008——$38.4K—2026-10-27
Flagship Wealth Advisors, LLC
UNCHANGED2,0002,00000%$37.1K$38.2K+$1.1K2026-11-03
Parkside Financial Bank & Trust
DECREASED1,9602,060-100-5%$38.2K$37.4K-$7362026-10-27
Princeton Global Asset Management LLC
UNCHANGED1,6951,69500%$31.4K$32.4K+$9672026-10-21
Heritage Family Offices, LLP
NEW1,675—+1,675——$32.0K—2026-11-02
Rosenberg Matthew Hamilton
UNCHANGED1,6311,63100%$30.2K$31.2K+$9302026-10-05
Arlington Trust Co LLC
NEW1,569—+1,569——$30.0K—2026-10-20
Creative Financial Designs Inc
INCREASED1,4761,467+9+1%$27.2K$28.2K+$1.0K2026-11-04
Three Bridge Wealth Advisors, LLC
NEW1,428—+1,428——$27.3K—2026-11-05
Burk Holdings LLC
UNCHANGED1,3191,31900%$24.4K$25.2K+$7522026-11-05
Fortitude Family Office, LLC
INCREASED1,297529+768+145%$9.8K$24.8K+$15.0K2026-10-14
Quest 10 Wealth Builders, Inc.
UNCHANGED1,2171,21700%$22.6K$23.2K+$6942026-11-02
Bullock Wealth Management Group
UNCHANGED1,2021,20200%$22.4K$23.0K+$6012026-10-09
Financial Management Professionals, Inc.
INCREASED1,1641,136+28+2%$21.0K$22.2K+$1.2K2026-10-23
Laurel Wealth Advisors LLC
NEW1,135—+1,135——$21.7K—2026-10-27
Dhjj Financial Advisors, Ltd.
INCREASED1,1311,129+2+0%$20.9K$21.6K+$6822026-10-23
City Holding Co
UNCHANGED1,1251,12500%$20.8K$21.5K+$6412026-10-19
Salomon & Ludwin, LLC
DECREASED1,1111,120-9-1%$20.9K$21.2K+$3212026-10-29
High Note Wealth, LLC
UNCHANGED1,1061,10600%$20.5K$21.1K+$6312026-10-27
Pinnacle Bancorp, Inc.
UNCHANGED1,1001,10000%$20.4K$21.0K+$6272026-10-21
Cassaday & Co Wealth Management LLC
DECREASED1,0925,402-4,310-80%$100.1K$20.9K-$79.2K2026-10-27
Valley National Advisers Inc
DECREASED1,0001,150-150-13%$21.3K$19.1K-$2.2K2026-10-23
Manchester Capital Management LLC
UNCHANGED1,0001,00000%$18.5K$19.1K+$6002026-10-22
Valley Wealth Managers, Inc.
NEW999—+999——$19.1K—2026-10-09
Key FInancial Inc
UNCHANGED98898800%$18.3K$18.9K+$5632026-11-02
Pathway Financial Advisers, LLC
NEW919—+919——$17.6K—2026-10-27
Farmers & Merchants Investments Inc
DECREASED8552,000-1,145-57%$37.1K$16.3K-$20.7K2026-10-22
CGC Financial Services, LLC
UNCHANGED80780700%$15.0K$15.4K+$4602026-10-13
LFA - Lugano Financial Advisors SA
NEW785—+785——$15.0K—2026-11-03
Curat Global, LLC
INCREASED783763+20+3%$14.1K$15.0K+$8082026-10-26
Lanark Financial, Inc.
UNCHANGED72872800%$13.5K$13.9K+$4162026-10-26
Wealth Enhancement Trust Services, Inc.
DECREASED7004,524-3,824-85%$83.8K$13.4K-$70.5K2026-10-07
DT Investment Partners, LLC
UNCHANGED68968900%$12.8K$13.2K+$3932026-10-27
Ares Financial Consulting, LLC
UNCHANGED68268200%$12.6K$13.0K+$3902026-10-19
BI Asset Management Fondsmaeglerselskab A/S
UNCHANGED66366300%$12$13+$12026-10-22
Noble Wealth Management PBC
UNCHANGED60060000%$11.1K$11.5K+$3422026-10-01
Halbert Hargrove Global Advisors, LLC
NEW500—+500——$9.6K—2026-10-16
Abound Wealth Management
NEW493—+493——$9.4K—2026-10-26
McCarley & Cook Financial Planners
UNCHANGED48348300%$9.0K$9.2K+$2752026-10-21
Sunrise Financial Services, LLC
UNCHANGED48248200%$8.9K$9.2K+$2752026-10-21
Tompkins Financial Corp
UNCHANGED45945900%$8.5K$8.8K+$2622026-10-05
Archer Investment Corp
INCREASED438435+3+1%$8.1K$8.4K+$3112026-11-05
Compass Financial Management LLC
UNCHANGED40040000%$7.9K$7.6K-$2202026-10-30
Financial Consulate, Inc
DECREASED389403-14-3%$7.5K$7.4K-$342026-10-23
Signature Equity Partners, LLC
NEW352—+352——$6.7K—2026-10-29
Root Financial Partners, LLC
NEW317—+317——$6.1K—2026-10-21
Country Trust Bank
INCREASED298149+149+100%$2.8K$5.7K+$2.9K2026-10-30
West Branch Capital LLC
UNCHANGED27427400%$5.1K$5.2K+$1562026-10-20
Kelleher Financial Advisors
UNCHANGED26926900%$5.0K$5.1K+$1532026-10-30
Cape Investment Advisory, Inc.
UNCHANGED25025000%$4.6K$4.8K+$1422026-10-13
Carnegie Lake Advisors LLC
DECREASED24745,505-45,258-99%$843.2K$574.9K-$268.3K2026-11-03
Bokf, NA
DECREASED244333-89-27%$6.2K$4.7K-$1.5K2026-10-27
DiNuzzo Private Wealth, Inc.
UNCHANGED23023000%$4.3K$4.4K+$1312026-10-16
JFS Wealth Advisors, LLC
UNCHANGED21921900%$4.1K$4.2K+$1242026-11-03
Hilton Head Capital Partners, LLC
INCREASED218215+3+1%$4.0K$4.2K+$1772026-10-23
Harbor Investment Advisory, LLC
UNCHANGED21021000%$3.9K$4.0K+$1202026-10-13
Hilltop National Bank
UNCHANGED20020000%$3.7K$3.8K+$1142026-10-14
Avion Wealth
UNCHANGED20020000%$3$3$02026-11-04
Costello Asset Management, Inc
UNCHANGED19019000%$3.5K$3.6K+$1082026-10-30
First Command Advisory Services, Inc.
NEW186—+186——$3.6K—2026-11-05
Buck Wealth Strategies, LLC
INCREASED177173+4+2%$3.2K$3.4K+$1802026-10-28
Moisand Fitzgerald Tamayo, LLC
NEW166—+166——$3.2K—2026-10-15
United Financial Planning Group LLC
UNCHANGED15515500%$2.9K$3.0K+$892026-11-04
Jacobi Capital Management LLC
NEW132—+132——$2.5K—2026-11-05
Elevated Capital Advisors, LLC
UNCHANGED13113100%$2.4K$2.5K+$752026-11-04
Summit Securities Group LLC
DECREASED100600-500-83%$11.1K$1.9K-$9.2K2026-11-05
TD Private Client Wealth LLC
UNCHANGED959500%$1.8K$1.8K+$552026-10-28
Covestor Ltd
DECREASED7990-11-12%$2$2$02026-10-30
RMG Wealth Management LLC
UNCHANGED575700%$1.1K$1.1K-$652026-10-26
SJS Investment Consulting Inc.
INCREASED5049+1+2%$900$950+$502026-10-26
United Community Bank
NEW48—+48——$917—2026-10-28
Evermay Wealth Management LLC
UNCHANGED484800%$890$917+$272026-11-05
Mather Group, Llc.
NEW39—+39——$745—2026-10-14
Reap Financial Group, LLC
UNCHANGED393900%$723$745+$222026-11-02
IFS Advisors, LLC
UNCHANGED303000%$555$573+$182026-10-14
Pflug Koory, LLC
INCREASED2928+1+4%$525$555+$302026-10-26
Elyxium Wealth, LLC
NEW13—+13——$248—2026-10-27
Godsey & Gibb, Inc
NEW5—+5——$96—2026-10-14
Kingdom Financial Group Llc.
UNCHANGED1100%$15$16+$12026-11-04
Pettinga Financial Advisors LLC
CLOSED065,900-65,900-100%$1.2M$0-$1.2M2026-10-13
Meridian Investment Counsel Inc.
CLOSED038,940-38,940-100%$721.6K$0-$721.6K2026-10-14
Precedent Wealth Partners, LLC
CLOSED022,846-22,846-100%$423.3K$0-$423.3K2026-10-21
Confluence Wealth Services, Inc.
CLOSED021,271-21,271-100%$394.2K$0-$394.2K2026-11-05
Rayburn West Financial Services LLC
CLOSED015,775-15,775-100%$292.3K$0-$292.3K2026-11-03
Ferguson Wellman Capital Management, Inc
CLOSED014,884-14,884-100%$275.8K$0-$275.8K2026-10-05
Vise Technologies, Inc.
CLOSED012,843-12,843-100%$238.0K$0-$238.0K2026-10-29
Certuity, LLC
CLOSED011,039-11,039-100%$204.6K$0-$204.6K2026-11-02
First Citizens Bank & Trust Co
CLOSED010,750-10,750-100%$199.2K$0-$199.2K2026-10-14
Penn Davis Mcfarland Inc
CLOSED010,663-10,663-100%$197.6K$0-$197.6K2026-10-23
Dynamic Advisor Solutions LLC
CLOSED010,441-10,441-100%$193.5K$0-$193.5K2026-10-13
Quantum Financial Partners LLC
CLOSED010,400-10,400-100%$192.7K$0-$192.7K2026-10-19
MCF Advisors LLC
CLOSED09,839-9,839-100%$182.3K$0-$182.3K2026-10-28
AdvisorNet Financial, Inc
CLOSED09,653-9,653-100%$178.9K$0-$178.9K2026-10-15
GFS Advisors, LLC
CLOSED03,065-3,065-100%$9.4M$0-$9.4M2026-11-03
Highline Wealth Partners LLC
CLOSED01,500-1,500-100%$27.8K$0-$27.8K2026-10-19
Asset Dedication, LLC
CLOSED01,242-1,242-100%$23.0K$0-$23.0K2026-11-03
Founders Capital Management
CLOSED01,110-1,110-100%$20.6K$0-$20.6K2026-10-13
LifeSteps Financial, Inc.
CLOSED0850-850-100%$15.8K$0-$15.8K2026-10-15
Fairway Wealth LLC
CLOSED0580-580-100%$10.7K$0-$10.7K2026-10-30
Vermillion Wealth Management, Inc.
CLOSED0458-458-100%$8.5K$0-$8.5K2026-10-26
Jnba Financial Advisors
CLOSED0158-158-100%$2.9K$0-$2.9K2026-11-03
Mountain Hill Investment Partners Corp.
CLOSED058-58-100%$1.1K$0-$1.1K2026-10-23
PayPay Securities Corp
UNCHANGED000—$0$0$02026-10-27
Morgan Stanley
N/A—17,022,990-17,022,990-100%$315.4M———
UBS Group AG
N/A—13,778,805-13,778,805-100%$255.3M———
Van Eck Associates Corp
N/A—13,306,095-13,306,095-100%$246.6M———
Bank of America Corp
N/A—8,935,191-8,935,191-100%$165.6M———
JPMorgan Chase & Co
N/A—7,850,659-7,850,659-100%$145.3M———
Legal & General Group Plc
N/A—6,510,302-6,510,302-100%$120.5M———
Two Sigma Investments, LP
N/A—5,886,022-5,886,022-100%$109.1M———
Wells Fargo & Company
N/A—4,437,109-4,437,109-100%$82.2M———
Ameriprise Financial Inc
N/A—4,122,134-4,122,134-100%$76.4M———
LPL Financial LLC
N/A—4,029,149-4,029,149-100%$74.7M———
HighTower Advisors, LLC
N/A—3,870,130-3,870,130-100%$71.7M———
Raymond James Financial Inc
N/A—3,548,186-3,548,186-100%$65.7M———
Advisors Capital Management, LLC
N/A—3,407,463-3,407,463-100%$63.1M———
Evercore Wealth Management, LLC
N/A—3,007,303-3,007,303-100%$55.7M———
Omers Administration Corp
N/A—2,907,012-2,907,012-100%$53.9M———
Ares Management LLC
N/A—2,783,165-2,783,165-100%$51.6M———
Rockefeller Capital Management L.P.
N/A—2,692,567-2,692,567-100%$49.9M———
Royal Bank of Canada
N/A—2,677,282-2,677,282-100%$49.6M———
Stifel Financial Corp
N/A—2,640,857-2,640,857-100%$48.9M———
BlackRock, Inc.
N/A—2,446,785-2,446,785-100%$45.3M———
Franklin Resources Inc
N/A—2,289,056-2,289,056-100%$42.4M———
Progeny 3, Inc.
N/A—2,224,728-2,224,728-100%$41.2M———
Osaic Holdings, Inc.
N/A—2,138,606-2,138,606-100%$39.6M———
Nomura Asset Management Co LTD
N/A—2,128,070-2,128,070-100%$39.4M———
Ensign Peak Advisors, Inc
N/A—2,040,894-2,040,894-100%$37.8M———
Altshuler Shaham Ltd
N/A—1,650,000-1,650,000-100%$30.6M———
Canada Life Assurance Co
N/A—1,617,724-1,617,724-100%$29.9M———
Capital Advisors Inc
N/A—1,575,211-1,575,211-100%$29.2M———
Cetera Investment Advisers
N/A—1,404,371-1,404,371-100%$26.0M———
Michael & Susan Dell Foundation
N/A—1,358,256-1,358,256-100%$25.2M———
Spinnaker Trust
N/A—1,322,033-1,322,033-100%$24.5M———
Jupiter Asset Management LTD
N/A—1,204,285-1,204,285-100%$21.9M———
Russell Investments Group, Ltd.
N/A—1,201,925-1,201,925-100%$22.3M———
Envestnet Asset Management Inc
N/A—1,190,158-1,190,158-100%$22.1M———
Stephens Inc
N/A—1,186,676-1,186,676-100%$22.0M———
Baird Financial Group, Inc.
N/A—1,177,508-1,177,508-100%$21.8M———
Janney Montgomery Scott LLC
N/A—1,094,339-1,094,339-100%$20.3M———
Goldman Sachs Group Inc
N/A—1,057,668-1,057,668-100%$19.6M———
Cerity Partners LLC
N/A—1,021,522-1,021,522-100%$18.9M———
Mariner, LLC
N/A—862,770-862,770-100%$16.0M———
Focus Partners Wealth
N/A—813,829-813,829-100%$15.1M———
Balyasny Asset Management L.P.
N/A—783,779-783,779-100%$14.5M———
D. E. Shaw & Co., Inc.
N/A—732,189-732,189-100%$13.6M———
Neuberger Berman Group LLC
N/A—725,864-725,864-100%$13.5M———
Estate Planners Group, LLC
N/A—725,110-725,110-100%$13.4M———
Naviter Wealth, LLC
N/A—712,665-712,665-100%$13.2M———
BNP Paribas Financial Markets
N/A—697,924-697,924-100%$12.9M———
LGT Group Foundation
N/A—668,973-668,973-100%$12.4M———
Baltimore-Washington Financial Advisors, Inc.
N/A—664,980-664,980-100%$12.3M———
Beacon Pointe Advisors, LLC
N/A—580,351-580,351-100%$10.8M———
State Street Corp
N/A—555,592-555,592-100%$10.3M———
LSV Asset Management
N/A—536,600-536,600-100%$9.9M———
Melia Wealth LLC
N/A—460,440-460,440-100%$8.5M———
&partners
N/A—453,599-453,599-100%$8.4M———
Pathstone Holdings, LLC
N/A—453,206-453,206-100%$8.4M———
Blair William & Co
N/A—440,202-440,202-100%$8.2M———
Invesco Ltd.
N/A—435,125-435,125-100%$8.1M———
Punch & Associates Investment Management, Inc.
N/A—425,878-425,878-100%$7.9M———
LGT Fund Management Co Ltd.
N/A—416,290-416,290-100%$7.7M———
Advisors Asset Management, Inc.
N/A—412,592-412,592-100%$7.6M———
Merit Financial Group, LLC
N/A—406,876-406,876-100%$7.5M———
Steward Partners Investment Advisory, LLC
N/A—406,494-406,494-100%$7.5M———
Clearstead Advisors, LLC
N/A—402,294-402,294-100%$7.5M———
CIBC Bancorp USA Inc.
N/A—398,194-398,194-100%$7.4M———
one8zero8, LLC
N/A—397,430-397,430-100%$7.4M———
Gilbert & Cook, Inc.
N/A—394,800-394,800-100%$7.3M———
Enstar Group LTD
N/A—373,146-373,146-100%$6.9M———
Palisade Capital Management, LP
N/A—363,137-363,137-100%$6.7M———
Mutual Advisors, LLC
N/A—354,730-354,730-100%$6.6M———
Denali Advisors LLC
N/A—354,445-354,445-100%$6.6M———
SCS Capital Management LLC
N/A—345,103-345,103-100%$6.4M———
Private Advisor Group, LLC
N/A—343,851-343,851-100%$6.4M———
Sfmg, LLC
N/A—342,928-342,928-100%$6.4M———
Captrust Financial Advisors
N/A—326,616-326,616-100%$6.1M———
AE Wealth Management LLC
N/A—324,360-324,360-100%$6.0M———
Foundations Investment Advisors, LLC
N/A—305,610-305,610-100%$5.7M———
Sargent Investment Group, LLC
N/A—301,155-301,155-100%$5.6M———
Sona Asset Management (US) LLC
N/A—275,000-275,000-100%$5.1M———
Liberty Mutual Group Asset Management Inc.
N/A—267,446-267,446-100%$5.0M———
Texas Capital Bank Wealth Management Services Inc
N/A—250,049-250,049-100%$4.6M———
P.A.W. Capital Corp
N/A—228,800-228,800-100%$4.2M———
Family Manage LLC
N/A—220,010-220,010-100%$4.1M———
Condor Capital Management
N/A—217,126-217,126-100%$4.0M———
Truvestments Capital LLC
N/A—214,953-214,953-100%$4.0M———
Arax Advisory Partners
N/A—195,960-195,960-100%$3.6M———
Intellectus Partners, LLC
N/A—194,385-194,385-100%$3.6M———
Waverly Advisors, LLC
N/A—192,694-192,694-100%$3.6M———
NewEdge Advisors, LLC
N/A—191,952-191,952-100%$3.6M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—187,290-187,290-100%$3.5M———
Baker Avenue Asset Management, LP
N/A—186,217-186,217-100%$3.5M———
IHT Wealth Management, LLC
N/A—182,377-182,377-100%$3.4M———
Parkwood LLC
N/A—178,402-178,402-100%$3.3M———
BBR Partners, LLC
N/A—178,163-178,163-100%$3.3M———
CIBC World Market Inc.
N/A—175,676-175,676-100%$3.3M———
Rothschild Investment LLC
N/A—174,299-174,299-100%$3.2M———
Providence Capital Advisors, LLC
N/A—173,517-173,517-100%$3.2M———
Cornerstone Select Advisors, LLC
N/A—171,613-171,613-100%$3.2M———
Arkadios Wealth Advisors
N/A—165,718-165,718-100%$3.1M———
Independent Advisor Alliance
N/A—164,459-164,459-100%$3.0M———
Waterloo Capital, L.P.
N/A—155,301-155,301-100%$2.9M———
Argent Trust Co
N/A—151,031-151,031-100%$2.8M———
Cornerstone Advisory, LLC
N/A—150,224-150,224-100%$2.8M———
Prelude Capital Management, LLC
N/A—150,000-150,000-100%$2.8M———
FourThought Financial Partners, LLC
N/A—142,819-142,819-100%$2.6M———
Uniplan Investment Counsel, Inc.
N/A—141,885-141,885-100%$2.6M———
Millennium Management LLC
N/A—141,770-141,770-100%$2.6M———
Gateway Wealth Partners, LLC
N/A—139,984-139,984-100%$2.6M———
Summit Financial, LLC
N/A—134,094-134,094-100%$2.5M———
Brendel Financial Advisors LLC
N/A—133,968-133,968-100%$2.5M———
SlateStone Wealth, LLC
N/A—130,395-130,395-100%$2.4M———
Mercer Global Advisors Inc
N/A—120,376-120,376-100%$2.2M———
Brown Advisory Inc
N/A—116,448-116,448-100%$2.2M———
MML Investors Services, LLC
N/A—116,224-116,224-100%$2.2M———
Welch Financial Planning, LLC
N/A—110,981-110,981-100%$2.1M———
Palogic Value Management, L.P.
N/A—110,948-110,948-100%$2.1M———
WCG Wealth Advisors LLC
N/A—106,532-106,532-100%$2.0M———
Mainstay Capital Management LLC
N/A—104,633-104,633-100%$1.9M———
Orographic Financial Advisors, LLC
N/A—103,345-103,345-100%$2.1K———
Public Employees Retirement System of Ohio
N/A—100,374-100,374-100%$1.9M———
Sanctuary Advisors, LLC
N/A—99,665-99,665-100%$1.8M———
NewEdge Wealth, LLC
N/A—98,856-98,856-100%$1.8M———
Savvy Advisors, Inc.
N/A—98,491-98,491-100%$1.8M———
AQR Capital Management LLC
N/A—97,235-97,235-100%$1.8M———
Black Swift Group, LLC
N/A—96,440-96,440-100%$1.8M———
IEQ Capital, LLC
N/A—96,304-96,304-100%$1.8M———
BankPlus Trust Department
N/A—96,072-96,072-100%$1.8M———
Essex Financial Services, Inc.
N/A—95,662-95,662-100%$1.8M———
Marshall Wace, LLP
N/A—95,503-95,503-100%$1.8M———
Texas Yale Capital Corp.
N/A—87,325-87,325-100%$1.6M———
Kingsview Wealth Management, LLC
N/A—85,637-85,637-100%$1.6M———
Quantinno Capital Management LP
N/A—84,207-84,207-100%$1.6M———
Vestmark Advisory Solutions, Inc.
N/A—83,389-83,389-100%$1.5M———
Whittier Trust Co
N/A—83,330-83,330-100%$1.5M———
ExodusPoint Capital Management, LP
N/A—83,309-83,309-100%$1.5M———
Caxton Associates LLP
N/A—82,693-82,693-100%$1.5M———
Castle Wealth Management LLC
N/A—81,837-81,837-100%$1.5M———
United Capital Financial Advisors, LLC
N/A—81,266-81,266-100%$1.5M———
Johnson Investment Counsel Inc
N/A—79,012-79,012-100%$1.5M———
Bramshill Investments, LLC
N/A—77,871-77,871-100%$1.4M———
Delphi Financial Group, Inc.
N/A—77,000-77,000-100%$1.4M———
UMB Bank, n.a.
N/A—76,673-76,673-100%$1.4M———
Marble Wealth, LLC
N/A—76,661-76,661-100%$1.4M———
1832 Asset Management L.P.
N/A—76,300-76,300-100%$1.4M———
Mayflower Financial Advisors, LLC
N/A—76,250-76,250-100%$1.4M———
Global Retirement Partners, LLC
N/A—75,075-75,075-100%$1.4M———
Caption Management, LLC
N/A—74,700-74,700-100%$1.4M———
Western Wealth Management, LLC
N/A—73,575-73,575-100%$1.4M———
Banque Cantonale Vaudoise
N/A—70,000-70,000-100%$1.3M———
HRT Financial LP
N/A—68,813-68,813-100%$1.3M———
Susquehanna International Group, LLP
N/A—68,637-68,637-100%$1.3M———
Tidal Investments LLC
N/A—66,297-66,297-100%$1.2M———
HSBC Holdings PLC
N/A—66,100-66,100-100%$1.2M———
Atlantic Union Bankshares Corp
N/A—66,099-66,099-100%$1.2M———
Wealthfront Advisers LLC
N/A—63,286-63,286-100%$1.2M———
VPR Management LLC
N/A—63,254-63,254-100%$1.2M———
Elgethun Capital Management
N/A—62,740-62,740-100%$1.2M———
Engineers Gate Manager LP
N/A—61,970-61,970-100%$1.1M———
Commerce Bank
N/A—61,786-61,786-100%$1.1M———
Integrated Wealth Concepts LLC
N/A—61,533-61,533-100%$1.1M———
CreativeOne Wealth, LLC
N/A—59,967-59,967-100%$1.1M———
Baldwin Investment Management, LLC
N/A—59,409-59,409-100%$1.1M———
Modern Wealth Management, LLC
N/A—58,354-58,354-100%$1.1M———
National Bank of Canada
N/A—57,579-57,579-100%$1.1M———
PNC Financial Services Group, Inc.
N/A—57,007-57,007-100%$1.1M———
Inspire Advisors, LLC
N/A—55,342-55,342-100%$1.0M———
Allworth Financial LP
N/A—55,265-55,265-100%$1.0M———
FLC Capital Advisors
N/A—55,188-55,188-100%$1.0M———
Jaffetilchin Investment Partners, LLC
N/A—54,773-54,773-100%$1.0M———
Kovack Advisors, Inc.
N/A—51,803-51,803-100%$960.6K———
Canal Capital Management, LLC
N/A—51,319-51,319-100%$950.9K———
Stratos Wealth Partners, Ltd.
N/A—50,597-50,597-100%$937.6K———
Callodine Capital Management, LP
N/A—50,000-50,000-100%$926.5K———
MAI Capital Management
N/A—49,696-49,696-100%$920.9K———
Ancora Advisors LLCA
N/A—49,193-49,193-100%$911.5K———
Stonebridge Financial Planning Group, LLC
N/A—46,997-46,997-100%$870.8K———
Trexquant Investment LP
N/A—45,937-45,937-100%$851.2K———
Financial Gravity Companies, Inc.
N/A—45,662-45,662-100%$846.1K———
Geneos Wealth Management Inc.
N/A—43,642-43,642-100%$808.7K———
Port Capital LLC
N/A—43,000-43,000-100%$796.8K———
Bradley Foster & Sargent Inc
N/A—42,872-42,872-100%$794.4K———
Fiduciary Group, LLC
N/A—42,823-42,823-100%$793.5K———
Magnolia Capital Advisors LLC
N/A—42,591-42,591-100%$789.2K———
Nissay Asset Management Corp N
N/A—42,186-42,186-100%$781.7K———
Advisory Services Network, LLC
N/A—42,149-42,149-100%$781.0K———
Wealthspire Advisors, LLC
N/A—41,955-41,955-100%$777.4K———
Cresset Asset Management, LLC
N/A—41,729-41,729-100%$773.3K———
GSA Capital Partners LLP
N/A—40,340-40,340-100%$748.0K———
Focus Partners Advisor Solutions, LLC
N/A—40,307-40,307-100%$746.9K———
Natixis
N/A—39,920-39,920-100%$739.7K———
Pallas Capital Advisors LLC
N/A—39,030-39,030-100%$723.2K———
NewSquare Capital LLC
N/A—38,902-38,902-100%$720.9K———
Guggenheim Capital LLC
N/A—38,583-38,583-100%$714.9K———
Empowered Funds, LLC
N/A—38,192-38,192-100%$707.7K———
Equitable Holdings, Inc.
N/A—38,084-38,084-100%$705.7K———
PFG Investments, LLC
N/A—37,572-37,572-100%$696.2K———
Everstar Asset Management, LLC
N/A—37,389-37,389-100%$692.8K———
Price T Rowe Associates Inc
N/A—35,703-35,703-100%$622.0K———
Snowden Capital Advisors LLC
N/A—35,423-35,423-100%$656.4K———
Jones Financial Companies Lllp
N/A—33,206-33,206-100%$604.0K———
Jackson Thornton Wealth Management, LLC
N/A—32,912-32,912-100%$609.9K———
Jump Financial, LLC
N/A—32,700-32,700-100%$605.9K———
ST Germain D J Co Inc
N/A—32,150-32,150-100%$595.7K———
Strategic Wealth Partners, Ltd.
N/A—30,842-30,842-100%$571.5K———
Pasadena Private Wealth, LLC
N/A—29,275-29,275-100%$542.5K———
Bank OZK
N/A—29,166-29,166-100%$540.4K———
Cofg Advisors, LLC
N/A—29,141-29,141-100%$540.0K———
Brown Brothers Harriman & Co
N/A—27,624-27,624-100%$511.9K———
Belpointe Asset Management LLC
N/A—27,486-27,486-100%$509.3K———
S&T Bank
N/A—26,778-26,778-100%$496.2K———
Group One Trading LLC
N/A—26,393-26,393-100%$489.1K———
Navis Wealth Advisors, LLC
N/A—25,756-25,756-100%$477.3K———
DCM Advisors, LLC
N/A—25,341-25,341-100%$431.7K———
Arete Wealth Advisors, LLC
N/A—24,562-24,562-100%$455.1K———
Tyche Wealth Partners LLC
N/A—24,402-24,402-100%$452.2K———
FSA Advisors, Inc.
N/A—24,369-24,369-100%$451.6K———
Scotia Capital Inc.
N/A—24,113-24,113-100%$446.8K———
Harbour Investments, Inc.
N/A—23,665-23,665-100%$438.5K———
Glen Eagle Advisors, LLC
N/A—23,351-23,351-100%$432.7K———
Headlands Technologies LLC
N/A—23,040-23,040-100%$426.9K———
Eight 31 Financial, LLC
N/A—22,988-22,988-100%$426.0K———
Hilltop Holdings Inc.
N/A—22,918-22,918-100%$424.7K———
Mission Hills Financial Advisory, LLC
N/A—22,813-22,813-100%$422.7K———
Federation des caisses Desjardins du Quebec
N/A—22,420-22,420-100%$415.1K———
Cardiff Park Advisors, LLC
N/A—22,251-22,251-100%$412.3K———
Havemeyer Place LP
N/A—21,760-21,760-100%$403.2K———
Garden State Investment Advisory Services LLC
N/A—21,535-21,535-100%$399.0K———
Xcelsior Advisor Partners LLC
N/A—21,534-21,534-100%$399.0K———
BFC Planning, Inc.
N/A—21,372-21,372-100%$396.0K———
Douglass Winthrop Advisors, LLC
N/A—21,193-21,193-100%$392.7K———
LeClair Wealth Partners LLC
N/A—21,087-21,087-100%$390.7K———
Intrepid Capital Management Inc
N/A—20,959-20,959-100%$388.4K———
Northern Trust Corp
N/A—20,517-20,517-100%$380.2K———
AssuredPartners Investment Advisors, LLC
N/A—20,338-20,338-100%$376.9K———
Heritage Trust Co
N/A—20,185-20,185-100%$374.0K———
Perennial Investment Advisors, LLC
N/A—20,063-20,063-100%$371.7K———
Park Circle Co
N/A—20,000-20,000-100%$370.6K———
Prostatis Group LLC
N/A—19,898-19,898-100%$368.7K———
Severin Investments, LLC
N/A—19,835-19,835-100%$367.5K———
Compass Capital Corp
N/A—19,808-19,808-100%$391.7K———
Fisher Asset Management, LLC
N/A—19,701-19,701-100%$365.1K———
Clearstead Trust, LLC
N/A—19,458-19,458-100%$360.6K———
Ausdal Financial Partners, Inc.
N/A—19,433-19,433-100%$360.1K———
AlTi Global, Inc.
N/A—19,198-19,198-100%$355.7K———
Silver OAK Securities, Incorporated
N/A—18,981-18,981-100%$351.7K———
Ethos Financial Group, LLC
N/A—18,642-18,642-100%$348.8K———
Strategies Wealth Advisors, LLC
N/A—18,526-18,526-100%$343.3K———
Tradition Wealth Management, LLC
N/A—18,525-18,525-100%$343.3K———
Samjo Management, LLC
N/A—18,500-18,500-100%$342.8K———
Moors & Cabot, Inc.
N/A—18,399-18,399-100%$340.9K———
Virtus Investment Advisers, LLC
N/A—18,080-18,080-100%$335.0K———
World Investment Advisors
N/A—17,937-17,937-100%$325.9K———
Beto Financial Group, LLC
N/A—17,751-17,751-100%$336.9K———
Prosperity Consulting Group, LLC
N/A—17,559-17,559-100%$325.4K———
Northwestern Mutual Wealth Management Co
N/A—16,999-16,999-100%$315.0K———
Genesis Financial Group, LLC
N/A—16,739-16,739-100%$310.2K———
Gentry Private Wealth, LLC
N/A—16,664-16,664-100%$308.8K———
Operose Advisors LLC
N/A—16,624-16,624-100%$308.0K———
Great Valley Advisor Group, Inc.
N/A—16,614-16,614-100%$307.7K———
Brevan Howard Capital Management LP
N/A—16,614-16,614-100%$307.9K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—16,595-16,595-100%$307.5K———
FAS Wealth Partners, Inc.
N/A—16,474-16,474-100%$305.3K———
NorthRock Partners, LLC
N/A—15,683-15,683-100%$290.6K———
Cary Street Partners Financial LLC
N/A—15,395-15,395-100%$285.3K———
SageGuard Financial Group, LLC
N/A—15,176-15,176-100%$281.2K———
Triton Financial Group Inc
N/A—15,091-15,091-100%$279.6K———
Sequoia Financial Advisors, LLC
N/A—14,996-14,996-100%$277.9K———
Savant Capital, LLC
N/A—14,616-14,616-100%$271.2K———
Trivium Point Advisory, LLC
N/A—14,581-14,581-100%$270.2K———
Armistice Capital, LLC
N/A—14,191-14,191-100%$263.0K———
EP Wealth Advisors, LLC
N/A—14,131-14,131-100%$261.8K———
Highlander Partners, L.P.
N/A—14,000-14,000-100%$259.4K———
Palliser Capital (UK) LtdA
N/A—13,897-13,897-100%$257.5K———
Maridea Wealth Management LLC
N/A—13,739-13,739-100%$254.6K———
Calydon Capital
N/A—13,725-13,725-100%$254.3K———
IFG Advisory, LLC
N/A—13,638-13,638-100%$252.7K———
Fortis Capital Advisors, LLC
N/A—13,591-13,591-100%$251.9K———
Founders Financial Alliance, LLC
N/A—13,392-13,392-100%$248.1K———
Sprott Inc.
N/A—13,389-13,389-100%$248.1K———
First Manhattan Co. Llc.
N/A—13,351-13,351-100%$247.4K———
OneDigital Investment Advisors LLC
N/A—13,267-13,267-100%$245.8K———
O'shaughnessy Asset Management, LLC
N/A—13,041-13,041-100%$241.7K———
Reliant Investment Partners, LLC
N/A—13,005-13,005-100%$241.0K———
Purkiss Capital Advisors LLC
N/A—13,000-13,000-100%$240.9K———
Gallagher Fiduciary Advisors, LLC
N/A—12,998-12,998-100%$240.8K———
DRW Securities, LLC
N/A—12,994-12,994-100%$240.8K———
Bleakley Financial Group, LLC
N/A—12,942-12,942-100%$239.8K———
O'rourke & Company, Inc
N/A—12,888-12,888-100%$238.8K———
Camelot Portfolios, LLC
N/A—12,538-12,538-100%$232.3K———
NorthCoast Asset Management LLC
N/A—12,235-12,235-100%$226.7K———
Neo Ivy Capital Management
N/A—12,198-12,198-100%$226.0K———
Dearborn Partners LLC
N/A—12,000-12,000-100%$222.4K———
Rothschild Wealth LLC
N/A—11,908-11,908-100%$220.7K———
Wick Capital Partners, LLC
N/A—11,700-11,700-100%$216.8K———
Bridgewealth Advisory Group, LLC
N/A—11,530-11,530-100%$213.7K———
HM Payson & Co
N/A—11,361-11,361-100%$210.5K———
Advyzon Investment Management, LLC
N/A—11,105-11,105-100%$205.8K———
Banco Santander, S.A.
N/A—11,070-11,070-100%$205.1K———
Vista Investment Management
N/A—10,697-10,697-100%$198.2K———
Sound View Wealth Advisors Group, LLC
N/A—10,688-10,688-100%$198.0K———
Bank of Montreal
N/A—10,672-10,672-100%$197.8K———
Flputnam Investment Management Co
N/A—10,662-10,662-100%$197.6K———
Astoria Portfolio Advisors Llc.
N/A—10,591-10,591-100%$196.2K———
Capstone Investment Advisors, LLC
N/A—10,544-10,544-100%$195.4K———
M&T Bank Corp
N/A—10,444-10,444-100%$193.5K———
Stonebridge Financial Group, LLC
N/A—10,421-10,421-100%$193.0K———
Klcm Advisors, Inc.
N/A—10,370-10,370-100%$192.2K———
CAZ Investments LP
N/A—10,000-10,000-100%$185.3K———
Southeast Asset Advisors, LLC
N/A—10,000-10,000-100%$185.3K———
Bogart Wealth, LLC
N/A—9,799-9,799-100%$181.6K———
Twin Tree Management, LP
N/A—8,241-8,241-100%$152.7K———
Westend Capital Management, LLC
N/A—8,165-8,165-100%$151.3K———
UBS Asset Management Americas LLC
N/A—7,547-7,547-100%$139.8K———
Anchor Investment Management, LLC
N/A—6,161-6,161-100%$114.2K———
SG Americas Securities, LLC
N/A—5,671-5,671-100%$105.0K———
Vaughan Nelson Investment Management, L.P.
N/A—5,625-5,625-100%$104.2K———
Graticule Asia Macro Advisors LLC
N/A—5,582-5,582-100%$103.4K———
Bessemer Group Inc
N/A—4,966-4,966-100%$92.0K———
Centennial Bank
N/A—4,856-4,856-100%$90.0K———
Luken Investment Analytics, LLC
N/A—4,600-4,600-100%$85.2K———
Barclays PLC
N/A—4,520-4,520-100%$83.8K———
Westfuller Advisors, LLC
N/A—4,380-4,380-100%$81.2K———
Aventura Private Wealth, LLC
N/A—4,344-4,344-100%$80.5K———
VSM Wealth Advisory, LLC
N/A—4,246-4,246-100%$78.7K———
Delta Asset Management LLC
N/A—4,055-4,055-100%$75.1K———
Institute for Wealth Management, Llc.
N/A—4,055-4,055-100%$75.1K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—3,734-3,734-100%$69.2K———
Highland Investment Advisors LLC
N/A—3,693-3,693-100%$68.4K———
Ameritas Investment Partners, Inc.
N/A—3,638-3,638-100%$67.4K———
Kerr Financial Planning Corp
N/A—3,577-3,577-100%$66.3K———
Huntington National Bank
N/A—3,408-3,408-100%$63.2K———
Sankala Group LLC
N/A—3,185-3,185-100%$62.7K———
1015 Capital Partners, LLC
N/A—3,100-3,100-100%$57.4K———
Caitlin John, LLC
N/A—3,000-3,000-100%$55.6K———
Frazier Financial Advisors, LLC
N/A—2,699-2,699-100%$50.0K———
Bellevue Asset Management, LLC
N/A—2,600-2,600-100%$48.2K———
CVA Family Office, LLC
N/A—2,530-2,530-100%$46.9K———
Estabrook Capital Management
N/A—2,350-2,350-100%$43.5K———
Greykasell Wealth Strategies, Inc.
N/A—1,925-1,925-100%$35.7K———
Webster Bank, N. A.
N/A—1,822-1,822-100%$33.8K———
Heritage Wealth Advisors
N/A—1,800-1,800-100%$33.4K———
Smartleaf Asset Management LLC
N/A—1,695-1,695-100%$31.4K———
Top Private Wealth Llc.
N/A—1,671-1,671-100%$31.0K———
Godfrey Financial Associates, Inc.
N/A—1,646-1,646-100%$30.5K———
Continuum Advisory, LLC
N/A—1,628-1,628-100%$30.2K———
Swan Capital LLC
N/A—1,402-1,402-100%$26.0K———
Orion Capital Management LLC
N/A—1,330-1,330-100%$24.6K———
Caldwell Sutter Capital, Inc.
N/A—1,258-1,258-100%$23.3K———
Allied Private Wealth LLC
N/A—1,186-1,186-100%$21.8K———
Deutsche Bank Ag\
N/A—1,171-1,171-100%$21.7K———
Smithfield Trust Co
N/A—1,100-1,100-100%$20———
Osbon Capital Management LLC
N/A—1,014-1,014-100%$18.8K———
Cypress Capital Management LLC (WY)
N/A—1,000-1,000-100%$18.5K———
Community Bank, N.A.
N/A—1,000-1,000-100%$18.5K———
Cheviot Value Management, LLC
N/A—1,000-1,000-100%$18.5K———
Fiduciary Financial Advisors
N/A—962-962-100%$17.8K———
Ameriflex Group, Inc.
N/A—958-958-100%$17.8K———
Colonial Trust Co / SC
N/A—858-858-100%$15.9K———
Dunhill Financial, LLC
N/A—719-719-100%$13.3K———
Bernard Wealth Management Corp.
N/A—700-700-100%$13.0K———
N.E.W. Advisory Services LLC
N/A—650-650-100%$12.0K———
Vision Retirement, LLC
N/A—638-638-100%$11.8K———
Measured Wealth Private Client Group, LLC
N/A—613-613-100%$11.4K———
Crewe Advisors LLC
N/A—571-571-100%$10.6K———
LRI Investments, LLC
N/A—535-535-100%$9.9K———
FWL Investment Management, LLC
N/A—502-502-100%$9.3K———
FIL Ltd
N/A—456-456-100%$8.5K———
Hollencrest Capital Management
N/A—391-391-100%$7.2K———
Field & Main Bank
N/A—322-322-100%$6.0K———
Evolution Advisers, Inc.
N/A—318-318-100%$5———
Medallion Wealth Advisors, LLC
N/A—312-312-100%$5.8K———
Mark Sheptoff Financial Planning, LLC
N/A—300-300-100%$5.6K———
Napier Financial, LLC
N/A—300-300-100%$5.6K———
PIN OAK Investment Advisors Inc
N/A—270-270-100%$5.0K———
Forum Finance Group S.A.
N/A—250-250-100%$4———
Hantz Financial Services, Inc.
N/A—220-220-100%$4———
Ankerstar Wealth, LLC
N/A—213-213-100%$3.9K———
Bruce G. Allen Investments, LLC
N/A—200-200-100%$3.7K———
Fortis Group Advisors, LLC
N/A—192-192-100%$3.6K———
Darwin Wealth Management, LLC
N/A—188-188-100%$3.5K———
Basecamp Wealth Advisors LLC
N/A—110-110-100%$2.0K———
Colonial Trust Advisors
N/A—105-105-100%$2.0K———
Basepoint Wealth LLC
N/A—51-51-100%$951———
Tower Research Capital LLC (TRC)
N/A—35-35-100%$649———
Sachetta, LLC
N/A—32-32-100%$593———
Boreal Capital Management LLC
N/A—32-32-100%$593———
Showing 843 of 843 institutions