Bank of America Corp (BAC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Union Bancaire Privee, UBP SA

INCREASED

Shares3,082,170 from 1,415

Change+3,080,755 (+217721%)

Value$3.7K (-$1.5M)

Filed 2026-11-04

Calamos Advisors LLC

INCREASED

Shares52,766 from 27,725

Change+25,041 (+90%)

Value$64.4M (+$29.6M)

Filed 2026-11-02

Mackay Shields LLC

INCREASED

Shares20,836 from 20,806

Change+30 (+0%)

Value$25.5M (-$671.7K)

Filed 2026-10-13

Thrivent Financial for Lutherans

DECREASED

Shares20,742 from 23,993

Change-3,251 (-14%)

Value$25.3K (-$4.8K)

Filed 2026-11-05

Villere ST Denis J & Co LLC

DECREASED

Shares15,253 from 16,522

Change-1,269 (-8%)

Value$18.6M (-$2.1M)

Filed 2026-11-04

Everett Harris & Co

DECREASED

Shares13,750 from 14,115

Change-365 (-3%)

Value$16.8M (-$919.1K)

Filed 2026-10-28

Phraction Management LLC

DECREASED

Shares11,971 from 12,158

Change-187 (-2%)

Value$14.6M (-$636.1K)

Filed 2026-10-14

Rational Advisors, Inc.

UNCHANGED

Shares8,048 from 8,048

Change0 (0%)

Value$9.8M (-$269.9K)

Filed 2026-11-02

Conning Inc.

UNCHANGED

Shares7,235 from 7,235

Change0 (0%)

Value$8.8M (-$242.7K)

Filed 2026-10-27

Xcel Wealth Management, LLC

DECREASED

Shares5,750 from 6,620

Change-870 (-13%)

Value$7.0M (-$1.2M)

Filed 2026-10-26

Epiq Partners, LLC

INCREASED

Shares4,987 from 4,978

Change+9 (+0%)

Value$6.1M (-$156.0K)

Filed 2026-10-07

Kestra Advisory Services, LLC

INCREASED

Shares3,835 from 3,178

Change+657 (+21%)

Value$4.7M (+$695.6K)

Filed 2026-11-02

Lake Street Private Wealth, LLC

DECREASED

Shares2,760 from 2,780

Change-20 (-1%)

Value$3.4M (-$117.7K)

Filed 2026-10-22

Wolverine Asset Management LLC

DECREASED

Shares2,631 from 2,792

Change-161 (-6%)

Value$3.2M (-$290.2K)

Filed 2026-11-02

AGF Management LTD

UNCHANGED

Shares2,500 from 2,500

Change0 (0%)

Value$3.1M (-$83.9K)

Filed 2026-11-03

Aegon USA Investment Management, LLC

UNCHANGED

Shares2,248 from 2,248

Change0 (0%)

Value$2.7M (-$75.0K)

Filed 2026-10-30

KCM Investment Advisors LLC

DECREASED

Shares2,224 from 2,326

Change-102 (-4%)

Value$2.7M (-$202.6K)

Filed 2026-10-27

Founders Capital Management, LLC

UNCHANGED

Shares2,217 from 2,217

Change0 (0%)

Value$2.7M (-$74.4K)

Filed 2026-10-23

Montag A & Associates Inc

UNCHANGED

Shares2,157 from 2,157

Change0 (0%)

Value$2.6M (-$72.3K)

Filed 2026-10-29

LexAurum Advisors, LLC

DECREASED

Shares2,124 from 2,130

Change-6 (0%)

Value$2.6M (-$78.8K)

Filed 2026-10-19

Private Wealth Partners, LLC

UNCHANGED

Shares2,000 from 2,000

Change0 (0%)

Value$2.4M (-$67.1K)

Filed 2026-10-22

Shrier Wealth Management, LLC

DECREASED

Shares1,711 from 1,713

Change-2 (0%)

Value$2.1M (-$59.9K)

Filed 2026-10-20

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares1,626 from 1,299

Change+327 (+25%)

Value$2.0K (+$356)

Filed 2026-11-02

Edgemoor Investment Advisors, Inc.

DECREASED

Shares1,516 from 1,519

Change-3 (0%)

Value$1.9M (-$54.6K)

Filed 2026-11-03

Diversify Advisory Services, LLC

INCREASED

Shares1,355 from 1,329

Change+26 (+2%)

Value$1.6M (-$115.7K)

Filed 2026-10-20

Diversify Wealth Management, LLC

INCREASED

Shares1,355 from 1,329

Change+26 (+2%)

Value$1.6M (-$115.7K)

Filed 2026-10-20

Apella Capital, LLC

DECREASED

Shares1,180 from 1,190

Change-10 (-1%)

Value$1.4M (-$100.4K)

Filed 2026-10-08

Warberg Asset Management LLC

UNCHANGED

Shares1,180 from 1,180

Change0 (0%)

Value$1.4M (-$39.6K)

Filed 2026-11-02

Cove Private Wealth, LLC

UNCHANGED

Shares1,118 from 1,118

Change0 (0%)

Value$1.4M (-$37.5K)

Filed 2026-10-28

Magnus Financial Group LLC

UNCHANGED

Shares1,109 from 1,109

Change0 (0%)

Value$1.4M (-$37.2K)

Filed 2026-10-21

High Point Wealth Management, LLC

DECREASED

Shares1,025 from 1,060

Change-35 (-3%)

Value$1.3M (-$78.3K)

Filed 2026-11-05

Spectrum Asset Management, Inc.

UNCHANGED

Shares897 from 897

Change0 (0%)

Value$1.1M (-$30.1K)

Filed 2026-11-02

Penobscot Investment Management Company, Inc.

UNCHANGED

Shares888 from 888

Change0 (0%)

Value$1.1M (-$29.8K)

Filed 2026-10-26

MeadowBrook Investment Advisors LLC

DECREASED

Shares881 from 890

Change-9 (-1%)

Value$1.0M (-$87.5K)

Filed 2026-10-29

US Bancorp \de\

UNCHANGED

Shares839 from 839

Change0 (0%)

Value$1.0M (-$28.1K)

Filed 2026-11-05

Tamar Securities, LLC

DECREASED

Shares817 from 856

Change-39 (-5%)

Value$998.0K (-$75.9K)

Filed 2026-11-03

Virtue Asset Management LLC

DECREASED

Shares764 from 774

Change-10 (-1%)

Value$932.8K (-$38.2K)

Filed 2026-10-21

Apollon Financial, LLC

DECREASED

Shares707 from 744

Change-37 (-5%)

Value$863.6K (-$70.1K)

Filed 2026-10-23

Wetzel Investment Advisors, Inc.

UNCHANGED

Shares700 from 700

Change0 (0%)

Value$854.7K (-$23.5K)

Filed 2026-10-13

D.A. Davidson & Co.

UNCHANGED

Shares681 from 681

Change0 (0%)

Value$831.5K (-$22.8K)

Filed 2026-10-28

BOS Asset Management, LLC

UNCHANGED

Shares633 from 633

Change0 (0%)

Value$772.9K (-$21.2K)

Filed 2026-10-09

Central Pacific Bank - Trust Division

UNCHANGED

Shares626 from 626

Change0 (0%)

Value$764.3K (-$21.0K)

Filed 2026-10-06

Principle Wealth Partners LLC

DECREASED

Shares604 from 647

Change-43 (-7%)

Value$737.9K (-$73.8K)

Filed 2026-11-02

Daymark Wealth Partners, LLC

INCREASED

Shares552 from 542

Change+10 (+2%)

Value$674.0K (-$6.0K)

Filed 2026-11-04

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares542 from 560

Change-18 (-3%)

Value$644.0K (-$62.1K)

Filed 2026-10-13

180 Wealth Advisors, LLC

DECREASED

Shares520 from 840

Change-320 (-38%)

Value$634.9K (-$418.9K)

Filed 2026-11-03

Asset Allocation & Management Company, LLC

UNCHANGED

Shares519 from 519

Change0 (0%)

Value$633 (-$19)

Filed 2026-10-13

Truist Financial Corp

UNCHANGED

Shares468 from 468

Change0 (0%)

Value$571.4K (-$15.7K)

Filed 2026-10-30

Commonwealth Equity Services, LLC

DECREASED

Shares463 from 1,409

Change-946 (-67%)

Value$565.3K (-$1.2M)

Filed 2026-11-02

Patriot Financial Group Insurance Agency, LLC

UNCHANGED

Shares453 from 453

Change0 (0%)

Value$553.1K (-$15.2K)

Filed 2026-10-14

Roman Butler Fullerton & Co

UNCHANGED

Shares450 from 450

Change0 (0%)

Value$526.0K (-$43.1K)

Filed 2026-10-27

Sowell Financial Services LLC

UNCHANGED

Shares421 from 421

Change0 (0%)

Value$514.0K (-$14.1K)

Filed 2026-10-23

Valeo Financial Advisors, LLC

UNCHANGED

Shares410 from 410

Change0 (0%)

Value$500.6K (-$13.8K)

Filed 2026-10-08

Marathon Capital Management

DECREASED

Shares375 from 385

Change-10 (-3%)

Value$457.9K (-$25.1K)

Filed 2026-10-23

Income Research & Management

UNCHANGED

Shares355 from 355

Change0 (0%)

Value$433.1K (-$12.2K)

Filed 2026-10-21

Tcfg Investment Advisors, LLC

UNCHANGED

Shares340 from 340

Change0 (0%)

Value$415.1K (-$11.4K)

Filed 2026-10-20

Citigroup Inc

INCREASED

Shares337 from 269

Change+68 (+25%)

Value$411.5K (+$74.0K)

Filed 2026-11-04

Kaizen Financial Strategies

INCREASED

Shares333 from 330

Change+3 (+1%)

Value$406.4K (-$5.6K)

Filed 2026-10-09

Fifth Third Bancorp

UNCHANGED

Shares331 from 331

Change0 (0%)

Value$404.1K (-$11.1K)

Filed 2026-11-05

SAX Wealth Advisors, LLC

DECREASED

Shares310 from 330

Change-20 (-6%)

Value$378.5K (-$14.7K)

Filed 2026-10-13

Islay Capital Management, LLC

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$366.3K (-$10.1K)

Filed 2026-10-20

Aull & Monroe Investment Management Corp

INCREASED

Shares298 from 210

Change+88 (+42%)

Value$363.8K (+$100.4K)

Filed 2026-10-16

Moneco Advisors, LLC

DECREASED

Shares285 from 360

Change-75 (-21%)

Value$348.0K (-$103.6K)

Filed 2026-11-05

Calamos Wealth Management LLC

DECREASED

Shares272 from 326

Change-54 (-17%)

Value$332.1K (-$76.9K)

Filed 2026-11-02

Evanson Financial, LLC

UNCHANGED

Shares251 from 251

Change0 (0%)

Value$306.5K (-$8.4K)

Filed 2026-10-23

Wedbush Securities Inc

INCREASED

Shares238 from 218

Change+20 (+9%)

Value$291 (+$18)

Filed 2026-10-22

Oppenheimer Asset Management Inc.

DECREASED

Shares235 from 240

Change-5 (-2%)

Value$286.9K (-$14.2K)

Filed 2026-10-27

Vanguard Capital Wealth Advisors

UNCHANGED

Shares230 from 230

Change0 (0%)

Value$280.8K (-$7.7K)

Filed 2026-10-16

Creative Planning

INCREASED

Shares220 from 215

Change+5 (+2%)

Value$269.0K (-$1.1K)

Filed 2026-11-02

Crescent Grove Advisors, LLC

UNCHANGED

Shares212 from 212

Change0 (0%)

Value$258.8K (-$7.1K)

Filed 2026-10-21

Pekin Hardy Strauss, Inc.

NEW

Shares208

Change+208

Value$254.0K

Filed 2026-11-02

Pennsylvania Capital Management Inc

DECREASED

Shares206 from 212

Change-6 (-3%)

Value$251.5K (-$14.4K)

Filed 2026-11-05

Oppenheimer & Co Inc

UNCHANGED

Shares204 from 204

Change0 (0%)

Value$249.1K (-$6.8K)

Filed 2026-10-26

Balentine LLC

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$244.2K (-$6.7K)

Filed 2026-11-03

LifeSteps Financial, Inc.

DECREASED

Shares194 from 214

Change-20 (-9%)

Value$237.3K (-$31.0K)

Filed 2026-10-15

Northside Capital Management, LLC

UNCHANGED

Shares185 from 185

Change0 (0%)

Value$225.9K (-$6.2K)

Filed 2026-10-13

Bank & Trust Co

UNCHANGED

Shares182 from 182

Change0 (0%)

Value$222.2K (-$6.1K)

Filed 2026-10-07

Perigon Wealth Management, LLC

UNCHANGED

Shares177 from 177

Change0 (0%)

Value$216.1K (-$5.9K)

Filed 2026-10-22

Bright Futures Wealth Management, Llc.

UNCHANGED

Shares176 from 176

Change0 (0%)

Value$214.9K (-$5.9K)

Filed 2026-10-23

Obermeyer Wealth Partners

UNCHANGED

Shares172 from 172

Change0 (0%)

Value$210.0K (-$5.8K)

Filed 2026-10-21

Walled Lake Planning & Wealth Management, LLC

UNCHANGED

Shares170 from 170

Change0 (0%)

Value$207.6K (-$5.7K)

Filed 2026-10-29

Excalibur Management Corp

UNCHANGED

Shares168 from 168

Change0 (0%)

Value$205.1K (-$5.6K)

Filed 2026-11-02

Galvin, Gaustad & Stein, LLC

DECREASED

Shares166 from 266

Change-100 (-38%)

Value$202.7K (-$131.0K)

Filed 2026-10-08

Pacific Wealth Strategies Group, Inc.

DECREASED

Shares165 from 173

Change-8 (-5%)

Value$201.5K (-$15.6K)

Filed 2026-11-02

AlphaCore Capital LLC

UNCHANGED

Shares140 from 140

Change0 (0%)

Value$171.2K (-$4.7K)

Filed 2026-11-04

IFP Advisors, Inc

UNCHANGED

Shares117 from 117

Change0 (0%)

Value$142.9K (-$3.9K)

Filed 2026-10-16

Wilmington Savings Fund Society, FSB

UNCHANGED

Shares116 from 116

Change0 (0%)

Value$141.6K (-$3.9K)

Filed 2026-10-23

CoreCap Advisors, LLC

INCREASED

Shares110 from 77

Change+33 (+43%)

Value$134.4K (+$37.8K)

Filed 2026-10-08

Angeles Wealth Management, LLC

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$122.0K (-$3.4K)

Filed 2026-10-26

Private Trust Co NA

UNCHANGED

Shares92 from 92

Change0 (0%)

Value$112.3K (-$3.1K)

Filed 2026-10-20

Lanark Financial, Inc.

INCREASED

Shares67 from 66

Change+1 (+2%)

Value$81.6K (-$2.0K)

Filed 2026-10-26

EverSource Wealth Advisors, LLC

UNCHANGED

Shares50 from 50

Change0 (0%)

Value$61.0K (-$1.7K)

Filed 2026-11-04

SRH Advisors, LLC

UNCHANGED

Shares50 from 50

Change0 (0%)

Value$61.0K (-$1.7K)

Filed 2026-10-22

Farther Finance Advisors, LLC

INCREASED

Shares45 from 35

Change+10 (+29%)

Value$54.9K (+$11.0K)

Filed 2026-10-08

Rossby Financial, LCC

INCREASED

Shares37 from 13

Change+24 (+185%)

Value$45.2K (+$28.9K)

Filed 2026-11-05

Ashton Thomas Private Wealth, LLC

UNCHANGED

Shares37 from 37

Change0 (0%)

Value$45.2K (-$1.2K)

Filed 2026-11-03

Parallel Advisors, LLC

UNCHANGED

Shares35 from 35

Change0 (0%)

Value$42.7K (-$1.2K)

Filed 2026-11-03

Laurel Wealth Advisors LLC

NEW

Shares25

Change+25

Value$30.5K

Filed 2026-10-27

Grove Bank & Trust

UNCHANGED

Shares25 from 25

Change0 (0%)

Value$30.5K (-$839)

Filed 2026-10-08

Hager Investment Management Services, LLC

UNCHANGED

Shares25 from 25

Change0 (0%)

Value$30.5K (-$839)

Filed 2026-11-04

Powell Investment Advisors, LLC

UNCHANGED

Shares20 from 20

Change0 (0%)

Value$24.4K (-$671)

Filed 2026-10-22

Next Level Wealth Planning, LLC

NEW

Shares15

Change+15

Value$18.3K

Filed 2026-10-29

Salomon & Ludwin, LLC

NEW

Shares10

Change+10

Value$12.2K

Filed 2026-10-29

Bokf, NA

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$12.2K (-$335)

Filed 2026-10-27

Hickory Point Bank & Trust

UNCHANGED

Shares8 from 8

Change0 (0%)

Value$9.8K (-$268)

Filed 2026-10-01

Caldwell Trust Co

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$6.1K (-$168)

Filed 2026-10-30

Center for Financial Planning, Inc.

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$6.1K (-$169)

Filed 2026-10-26

Chapman Financial Group, LLC

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$4.9K (-$134)

Filed 2026-10-26

Cape Investment Advisory, Inc.

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$4.9K (-$134)

Filed 2026-10-13

Capital Investment Advisory Services, LLC

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$4.9K (-$134)

Filed 2026-10-30

North Star Investment Management Corp.

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$4.9K (-$134)

Filed 2026-10-27

American Capital Advisory, LLC

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$3.7K (-$101)

Filed 2026-10-28

Spire Wealth Management

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$1.2K (-$34)

Filed 2026-10-30

TD Private Client Wealth LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$1.2K (-$34)

Filed 2026-10-28

Hudson Capital Management LLC

CLOSED

Shares0 from 4,954

Change-4,954 (-100%)

Value$0 (-$6.2M)

Filed 2026-10-20

Benson Investment Management Company, Inc.

CLOSED

Shares0 from 475

Change-475 (-100%)

Value$0 (-$595.9K)

Filed 2026-10-13

DLK Investment Management, LLC

CLOSED

Shares0 from 318

Change-318 (-100%)

Value$0 (-$380.4K)

Filed 2026-10-09

Beverly Hills Private Wealth, LLC

CLOSED

Shares0 from 271

Change-271 (-100%)

Value$0 (-$339.9K)

Filed 2026-11-04

Sjbenen Advisory, LLC

CLOSED

Shares0 from 254

Change-254 (-100%)

Value$0 (-$316.6K)

Filed 2026-10-19

Certified Advisory Corp

CLOSED

Shares0 from 237

Change-237 (-100%)

Value$0 (-$297.3K)

Filed 2026-10-29

Chicago Partners Investment Group LLC

CLOSED

Shares0 from 230

Change-230 (-100%)

Value$0 (-$293.7K)

Filed 2026-10-27

Russell Investments Group, Ltd.

N/A

Shares— from 5,419,000

Change-5,419,000 (-100%)

Value—

Verition Fund Management LLC

N/A

Shares— from 4,688,000

Change-4,688,000 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 226,135

Change-226,135 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 158,772

Change-158,772 (-100%)

Value—

Advent Capital Management

N/A

Shares— from 146,276

Change-146,276 (-100%)

Value—

Camden Asset Management L P

N/A

Shares— from 79,488

Change-79,488 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 72,897

Change-72,897 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 69,772

Change-69,772 (-100%)

Value—

Hudson Bay Capital Management LP

N/A

Shares— from 64,368

Change-64,368 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 57,333

Change-57,333 (-100%)

Value—

CSS LLC

N/A

Shares— from 50,372

Change-50,372 (-100%)

Value—

State Street Corp

N/A

Shares— from 46,356

Change-46,356 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 42,898

Change-42,898 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 38,878

Change-38,878 (-100%)

Value—

Zazove Associates LLC

N/A

Shares— from 35,925

Change-35,925 (-100%)

Value—

Walleye Capital LLC

N/A

Shares— from 32,281

Change-32,281 (-100%)

Value—

FMR LLC

N/A

Shares— from 32,206

Change-32,206 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 30,108

Change-30,108 (-100%)

Value—

First Eagle Investment Management, LLC

N/A

Shares— from 29,641

Change-29,641 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 28,746

Change-28,746 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 27,245

Change-27,245 (-100%)

Value—

Advisors Capital Management, LLC

N/A

Shares— from 27,022

Change-27,022 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 26,344

Change-26,344 (-100%)

Value—

UBS Group AG

N/A

Shares— from 22,715

Change-22,715 (-100%)

Value—

Lord, Abbett & Co. LLC

N/A

Shares— from 17,654

Change-17,654 (-100%)

Value—

SSI Investment Management LLC

N/A

Shares— from 16,643

Change-16,643 (-100%)

Value—

Pier 88 Investment Partners LLC

N/A

Shares— from 16,253

Change-16,253 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 13,149

Change-13,149 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 13,062

Change-13,062 (-100%)

Value—

Lombard Odier Asset Management (Europe) Ltd

N/A

Shares— from 11,317

Change-11,317 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 10,899

Change-10,899 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 9,606

Change-9,606 (-100%)

Value—

New England Asset Management Inc

N/A

Shares— from 9,435

Change-9,435 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 9,180

Change-9,180 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 8,530

Change-8,530 (-100%)

Value—

Skaana Management L.P.

N/A

Shares— from 7,592

Change-7,592 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 7,044

Change-7,044 (-100%)

Value—

RB Capital Management, LLC

N/A

Shares— from 6,870

Change-6,870 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 6,712

Change-6,712 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 6,334

Change-6,334 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 6,284

Change-6,284 (-100%)

Value—

Nomura Holdings Inc

N/A

Shares— from 6,250

Change-6,250 (-100%)

Value—

Whalerock Point Partners, LLC

N/A

Shares— from 5,152

Change-5,152 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 5,044

Change-5,044 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 4,959

Change-4,959 (-100%)

Value—

Cutler Capital Management, LLC

N/A

Shares— from 4,905

Change-4,905 (-100%)

Value—

Cannell & Spears LLC

N/A

Shares— from 4,720

Change-4,720 (-100%)

Value—

Laffer Tengler Investments, Inc.

N/A

Shares— from 4,294

Change-4,294 (-100%)

Value—

Aequim Alternative Investments LP

N/A

Shares— from 4,279

Change-4,279 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 3,864

Change-3,864 (-100%)

Value—

Peloton Wealth Strategists

N/A

Shares— from 3,650

Change-3,650 (-100%)

Value—

Seven Springs Wealth Group, LLC

N/A

Shares— from 3,644

Change-3,644 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 3,602

Change-3,602 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 3,477

Change-3,477 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 3,040

Change-3,040 (-100%)

Value—

Palisade Capital Management, LP

N/A

Shares— from 3,024

Change-3,024 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 2,466

Change-2,466 (-100%)

Value—

Marathon Trading Investment Management LLC

N/A

Shares— from 2,464

Change-2,464 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 2,286

Change-2,286 (-100%)

Value—

Alexander Labrunerie & Co., Inc.

N/A

Shares— from 2,021

Change-2,021 (-100%)

Value—

Nomura Asset Management International Inc.

N/A

Shares— from 1,964

Change-1,964 (-100%)

Value—

Snowden Capital Advisors LLC

N/A

Shares— from 1,962

Change-1,962 (-100%)

Value—

Uniplan Investment Counsel, Inc.

N/A

Shares— from 1,816

Change-1,816 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 1,750

Change-1,750 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 1,705

Change-1,705 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 1,649

Change-1,649 (-100%)

Value—

Schroder Investment Management Group

N/A

Shares— from 1,575

Change-1,575 (-100%)

Value—

Summitry LLC

N/A

Shares— from 1,551

Change-1,551 (-100%)

Value—

Curi Capital, LLC

N/A

Shares— from 1,494

Change-1,494 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1,136

Change-1,136 (-100%)

Value—

IMA Advisory Services, Inc.

N/A

Shares— from 1,111

Change-1,111 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 1,088

Change-1,088 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 1,069

Change-1,069 (-100%)

Value—

Schnieders Capital Management, Llc.

N/A

Shares— from 1,064

Change-1,064 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 1,033

Change-1,033 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 1,032

Change-1,032 (-100%)

Value—

Pinnacle Holdings, LLC

N/A

Shares— from 995

Change-995 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 905

Change-905 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 876

Change-876 (-100%)

Value—

Momentum Wealth Planning, LLC

N/A

Shares— from 826

Change-826 (-100%)

Value—

JT Stratford LLC

N/A

Shares— from 807

Change-807 (-100%)

Value—

UMB Bank, n.a.

N/A

Shares— from 798

Change-798 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 772

Change-772 (-100%)

Value—

Webster Bank, N. A.

N/A

Shares— from 748

Change-748 (-100%)

Value—

&partners

N/A

Shares— from 698

Change-698 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 670

Change-670 (-100%)

Value—

Dorsey & Whitney Trust Co LLC

N/A

Shares— from 652

Change-652 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 603

Change-603 (-100%)

Value—

First Foundation Advisors

N/A

Shares— from 577

Change-577 (-100%)

Value—

Terril Brothers, Inc.

N/A

Shares— from 558

Change-558 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 541

Change-541 (-100%)

Value—

Resurgent Financial Advisors LLC

N/A

Shares— from 514

Change-514 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 506

Change-506 (-100%)

Value—

Waterloo Capital, L.P.

N/A

Shares— from 504

Change-504 (-100%)

Value—

Novare Capital Management LLC

N/A

Shares— from 504

Change-504 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 499

Change-499 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 480

Change-480 (-100%)

Value—

JRM Investment Counsel, LLC

N/A

Shares— from 466

Change-466 (-100%)

Value—

Insigneo Advisory Services, LLC

N/A

Shares— from 449

Change-449 (-100%)

Value—

Blair William & Co

N/A

Shares— from 448

Change-448 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 430

Change-430 (-100%)

Value—

10Elms LLP

N/A

Shares— from 417

Change-417 (-100%)

Value—

Ares Systematic Credit Ltd

N/A

Shares— from 408

Change-408 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 385

Change-385 (-100%)

Value—

Scotia Capital Inc.

N/A

Shares— from 366

Change-366 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 365

Change-365 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 359

Change-359 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 338

Change-338 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 336

Change-336 (-100%)

Value—

SCS Capital Management LLC

N/A

Shares— from 325

Change-325 (-100%)

Value—

Gabelli & Co Investment Advisers, Inc.

N/A

Shares— from 325

Change-325 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 314

Change-314 (-100%)

Value—

Davis R M Inc

N/A

Shares— from 310

Change-310 (-100%)

Value—

Knightsbridge Asset Management, LLC

N/A

Shares— from 293

Change-293 (-100%)

Value—

Whittier Trust Co

N/A

Shares— from 289

Change-289 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 279

Change-279 (-100%)

Value—

Oxbow Advisors, LLC

N/A

Shares— from 273

Change-273 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 269

Change-269 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 263

Change-263 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 261

Change-261 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 259

Change-259 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 240

Change-240 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 224

Change-224 (-100%)

Value—

Financial Plan, Inc.

N/A

Shares— from 213

Change-213 (-100%)

Value—

Stratos Wealth Advisors, LLC

N/A

Shares— from 205

Change-205 (-100%)

Value—

Steigerwald, Gordon & Koch Inc.

N/A

Shares— from 200

Change-200 (-100%)

Value—

Rosenblum Silverman Sutton S F Inc

N/A

Shares— from 196

Change-196 (-100%)

Value—

Topsail Wealth Management, LLC

N/A

Shares— from 189

Change-189 (-100%)

Value—

Argent Trust Co

N/A

Shares— from 182

Change-182 (-100%)

Value—

Hollencrest Capital Management

N/A

Shares— from 140

Change-140 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 139

Change-139 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 97

Change-97 (-100%)

Value—

Virtus Fixed Income Advisers, LLC

N/A

Shares— from 94

Change-94 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 85

Change-85 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 80

Change-80 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 76

Change-76 (-100%)

Value—

Colonial Trust Co / SC

N/A

Shares— from 46

Change-46 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 45

Change-45 (-100%)

Value—

Logan Capital Management Inc

N/A

Shares— from 44

Change-44 (-100%)

Value—

Smithfield Trust Co

N/A

Shares— from 41

Change-41 (-100%)

Value—

Quent Capital, LLC

N/A

Shares— from 40

Change-40 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 39

Change-39 (-100%)

Value—

Colonial Trust Advisors

N/A

Shares— from 34

Change-34 (-100%)

Value—

Alerus Financial NA

N/A

Shares— from 30

Change-30 (-100%)

Value—

Highland Investment Advisors LLC

N/A

Shares— from 29

Change-29 (-100%)

Value—

Darwin Wealth Management, LLC

N/A

Shares— from 26

Change-26 (-100%)

Value—

Crews Bank & Trust

N/A

Shares— from 25

Change-25 (-100%)

Value—

Virtus Advisers, LLC

N/A

Shares— from 22

Change-22 (-100%)

Value—

Prosperity Bancshares Inc

N/A

Shares— from 16

Change-16 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 15

Change-15 (-100%)

Value—

CNB Bank

N/A

Shares— from 12

Change-12 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 11

Change-11 (-100%)

Value—

Institute for Wealth Management, Llc.

N/A

Shares— from 7

Change-7 (-100%)

Value—

Family Manage LLC

N/A

Shares— from 6

Change-6 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 4

Change-4 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 3

Change-3 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 3

Change-3 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

Conquis Financial LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

Nomura Asset Management Co LTD

N/A

Shares— from 0

Change0

Value—

	Status
Union Bancaire Privee, UBP SA	INCREASED	3,082,170	1,415	+3,080,755	+217721%	$1.5M	$3.7K	-$1.5M	2026-11-04
Calamos Advisors LLC	INCREASED	52,766	27,725	+25,041	+90%	$34.8M	$64.4M	+$29.6M	2026-11-02
Mackay Shields LLC	INCREASED	20,836	20,806	+30	+0%	$26.1M	$25.5M	-$671.7K	2026-10-13
Thrivent Financial for Lutherans	DECREASED	20,742	23,993	-3,251	-14%	$30.1K	$25.3K	-$4.8K	2026-11-05
Villere ST Denis J & Co LLC	DECREASED	15,253	16,522	-1,269	-8%	$20.7M	$18.6M	-$2.1M	2026-11-04
Everett Harris & Co	DECREASED	13,750	14,115	-365	-3%	$17.7M	$16.8M	-$919.1K	2026-10-28
Phraction Management LLC	DECREASED	11,971	12,158	-187	-2%	$15.3M	$14.6M	-$636.1K	2026-10-14
Rational Advisors, Inc.	UNCHANGED	8,048	8,048	0	0%	$10.1M	$9.8M	-$269.9K	2026-11-02
Conning Inc.	UNCHANGED	7,235	7,235	0	0%	$9.1M	$8.8M	-$242.7K	2026-10-27
Xcel Wealth Management, LLC	DECREASED	5,750	6,620	-870	-13%	$8.2M	$7.0M	-$1.2M	2026-10-26
Epiq Partners, LLC	INCREASED	4,987	4,978	+9	+0%	$6.2M	$6.1M	-$156.0K	2026-10-07
Kestra Advisory Services, LLC	INCREASED	3,835	3,178	+657	+21%	$4.0M	$4.7M	+$695.6K	2026-11-02
Lake Street Private Wealth, LLC	DECREASED	2,760	2,780	-20	-1%	$3.5M	$3.4M	-$117.7K	2026-10-22
Wolverine Asset Management LLC	DECREASED	2,631	2,792	-161	-6%	$3.5M	$3.2M	-$290.2K	2026-11-02
AGF Management LTD	UNCHANGED	2,500	2,500	0	0%	$3.1M	$3.1M	-$83.9K	2026-11-03
Aegon USA Investment Management, LLC	UNCHANGED	2,248	2,248	0	0%	$2.8M	$2.7M	-$75.0K	2026-10-30
KCM Investment Advisors LLC	DECREASED	2,224	2,326	-102	-4%	$2.9M	$2.7M	-$202.6K	2026-10-27
Founders Capital Management, LLC	UNCHANGED	2,217	2,217	0	0%	$2.8M	$2.7M	-$74.4K	2026-10-23
Montag A & Associates Inc	UNCHANGED	2,157	2,157	0	0%	$2.7M	$2.6M	-$72.3K	2026-10-29
LexAurum Advisors, LLC	DECREASED	2,124	2,130	-6	0%	$2.7M	$2.6M	-$78.8K	2026-10-19
Private Wealth Partners, LLC	UNCHANGED	2,000	2,000	0	0%	$2.5M	$2.4M	-$67.1K	2026-10-22
Shrier Wealth Management, LLC	DECREASED	1,711	1,713	-2	0%	$2.1M	$2.1M	-$59.9K	2026-10-20
Cambridge Investment Research Advisors, Inc.	INCREASED	1,626	1,299	+327	+25%	$1.6K	$2.0K	+$356	2026-11-02
Edgemoor Investment Advisors, Inc.	DECREASED	1,516	1,519	-3	0%	$1.9M	$1.9M	-$54.6K	2026-11-03
Diversify Advisory Services, LLC	INCREASED	1,355	1,329	+26	+2%	$1.7M	$1.6M	-$115.7K	2026-10-20
Diversify Wealth Management, LLC	INCREASED	1,355	1,329	+26	+2%	$1.7M	$1.6M	-$115.7K	2026-10-20
Apella Capital, LLC	DECREASED	1,180	1,190	-10	-1%	$1.5M	$1.4M	-$100.4K	2026-10-08
Warberg Asset Management LLC	UNCHANGED	1,180	1,180	0	0%	$1.5M	$1.4M	-$39.6K	2026-11-02
Cove Private Wealth, LLC	UNCHANGED	1,118	1,118	0	0%	$1.4M	$1.4M	-$37.5K	2026-10-28
Magnus Financial Group LLC	UNCHANGED	1,109	1,109	0	0%	$1.4M	$1.4M	-$37.2K	2026-10-21
High Point Wealth Management, LLC	DECREASED	1,025	1,060	-35	-3%	$1.3M	$1.3M	-$78.3K	2026-11-05
Spectrum Asset Management, Inc.	UNCHANGED	897	897	0	0%	$1.1M	$1.1M	-$30.1K	2026-11-02
Penobscot Investment Management Company, Inc.	UNCHANGED	888	888	0	0%	$1.1M	$1.1M	-$29.8K	2026-10-26
MeadowBrook Investment Advisors LLC	DECREASED	881	890	-9	-1%	$1.1M	$1.0M	-$87.5K	2026-10-29
US Bancorp \de\	UNCHANGED	839	839	0	0%	$1.1M	$1.0M	-$28.1K	2026-11-05
Tamar Securities, LLC	DECREASED	817	856	-39	-5%	$1.1M	$998.0K	-$75.9K	2026-11-03
Virtue Asset Management LLC	DECREASED	764	774	-10	-1%	$971.0K	$932.8K	-$38.2K	2026-10-21
Apollon Financial, LLC	DECREASED	707	744	-37	-5%	$933.8K	$863.6K	-$70.1K	2026-10-23
Wetzel Investment Advisors, Inc.	UNCHANGED	700	700	0	0%	$878.2K	$854.7K	-$23.5K	2026-10-13
D.A. Davidson & Co.	UNCHANGED	681	681	0	0%	$854.3K	$831.5K	-$22.8K	2026-10-28
BOS Asset Management, LLC	UNCHANGED	633	633	0	0%	$794.1K	$772.9K	-$21.2K	2026-10-09
Central Pacific Bank - Trust Division	UNCHANGED	626	626	0	0%	$785.3K	$764.3K	-$21.0K	2026-10-06
Principle Wealth Partners LLC	DECREASED	604	647	-43	-7%	$811.7K	$737.9K	-$73.8K	2026-11-02
Daymark Wealth Partners, LLC	INCREASED	552	542	+10	+2%	$679.9K	$674.0K	-$6.0K	2026-11-04
Wealth Enhancement Advisory Services, LLC	DECREASED	542	560	-18	-3%	$706.1K	$644.0K	-$62.1K	2026-10-13
180 Wealth Advisors, LLC	DECREASED	520	840	-320	-38%	$1.1M	$634.9K	-$418.9K	2026-11-03
Asset Allocation & Management Company, LLC	UNCHANGED	519	519	0	0%	$652	$633	-$19	2026-10-13
Truist Financial Corp	UNCHANGED	468	468	0	0%	$587.1K	$571.4K	-$15.7K	2026-10-30
Commonwealth Equity Services, LLC	DECREASED	463	1,409	-946	-67%	$1.8M	$565.3K	-$1.2M	2026-11-02
Patriot Financial Group Insurance Agency, LLC	UNCHANGED	453	453	0	0%	$568.3K	$553.1K	-$15.2K	2026-10-14
Roman Butler Fullerton & Co	UNCHANGED	450	450	0	0%	$569.1K	$526.0K	-$43.1K	2026-10-27
Sowell Financial Services LLC	UNCHANGED	421	421	0	0%	$528.1K	$514.0K	-$14.1K	2026-10-23
Valeo Financial Advisors, LLC	UNCHANGED	410	410	0	0%	$514.3K	$500.6K	-$13.8K	2026-10-08
Marathon Capital Management	DECREASED	375	385	-10	-3%	$483.0K	$457.9K	-$25.1K	2026-10-23
Income Research & Management	UNCHANGED	355	355	0	0%	$445.3K	$433.1K	-$12.2K	2026-10-21
Tcfg Investment Advisors, LLC	UNCHANGED	340	340	0	0%	$426.5K	$415.1K	-$11.4K	2026-10-20
Citigroup Inc	INCREASED	337	269	+68	+25%	$337.5K	$411.5K	+$74.0K	2026-11-04
Kaizen Financial Strategies	INCREASED	333	330	+3	+1%	$412.0K	$406.4K	-$5.6K	2026-10-09
Fifth Third Bancorp	UNCHANGED	331	331	0	0%	$415.2K	$404.1K	-$11.1K	2026-11-05
SAX Wealth Advisors, LLC	DECREASED	310	330	-20	-6%	$393.2K	$378.5K	-$14.7K	2026-10-13
Islay Capital Management, LLC	UNCHANGED	300	300	0	0%	$376.4K	$366.3K	-$10.1K	2026-10-20
Aull & Monroe Investment Management Corp	INCREASED	298	210	+88	+42%	$263.4K	$363.8K	+$100.4K	2026-10-16
Moneco Advisors, LLC	DECREASED	285	360	-75	-21%	$451.6K	$348.0K	-$103.6K	2026-11-05
Calamos Wealth Management LLC	DECREASED	272	326	-54	-17%	$409.0K	$332.1K	-$76.9K	2026-11-02
Evanson Financial, LLC	UNCHANGED	251	251	0	0%	$314.9K	$306.5K	-$8.4K	2026-10-23
Wedbush Securities Inc	INCREASED	238	218	+20	+9%	$273	$291	+$18	2026-10-22
Oppenheimer Asset Management Inc.	DECREASED	235	240	-5	-2%	$301.1K	$286.9K	-$14.2K	2026-10-27
Vanguard Capital Wealth Advisors	UNCHANGED	230	230	0	0%	$288.5K	$280.8K	-$7.7K	2026-10-16
Creative Planning	INCREASED	220	215	+5	+2%	$270.1K	$269.0K	-$1.1K	2026-11-02
Crescent Grove Advisors, LLC	UNCHANGED	212	212	0	0%	$266.0K	$258.8K	-$7.1K	2026-10-21
Pekin Hardy Strauss, Inc.	NEW	208	—	+208	—	—	$254.0K	—	2026-11-02
Pennsylvania Capital Management Inc	DECREASED	206	212	-6	-3%	$266.0K	$251.5K	-$14.4K	2026-11-05
Oppenheimer & Co Inc	UNCHANGED	204	204	0	0%	$255.9K	$249.1K	-$6.8K	2026-10-26
Balentine LLC	UNCHANGED	200	200	0	0%	$250.9K	$244.2K	-$6.7K	2026-11-03
LifeSteps Financial, Inc.	DECREASED	194	214	-20	-9%	$268.3K	$237.3K	-$31.0K	2026-10-15
Northside Capital Management, LLC	UNCHANGED	185	185	0	0%	$232.1K	$225.9K	-$6.2K	2026-10-13
Bank & Trust Co	UNCHANGED	182	182	0	0%	$228.3K	$222.2K	-$6.1K	2026-10-07
Perigon Wealth Management, LLC	UNCHANGED	177	177	0	0%	$222.0K	$216.1K	-$5.9K	2026-10-22
Bright Futures Wealth Management, Llc.	UNCHANGED	176	176	0	0%	$220.8K	$214.9K	-$5.9K	2026-10-23
Obermeyer Wealth Partners	UNCHANGED	172	172	0	0%	$215.8K	$210.0K	-$5.8K	2026-10-21
Walled Lake Planning & Wealth Management, LLC	UNCHANGED	170	170	0	0%	$213.3K	$207.6K	-$5.7K	2026-10-29
Excalibur Management Corp	UNCHANGED	168	168	0	0%	$210.8K	$205.1K	-$5.6K	2026-11-02
Galvin, Gaustad & Stein, LLC	DECREASED	166	266	-100	-38%	$333.7K	$202.7K	-$131.0K	2026-10-08
Pacific Wealth Strategies Group, Inc.	DECREASED	165	173	-8	-5%	$217.0K	$201.5K	-$15.6K	2026-11-02
AlphaCore Capital LLC	UNCHANGED	140	140	0	0%	$175.9K	$171.2K	-$4.7K	2026-11-04
IFP Advisors, Inc	UNCHANGED	117	117	0	0%	$146.8K	$142.9K	-$3.9K	2026-10-16
Wilmington Savings Fund Society, FSB	UNCHANGED	116	116	0	0%	$145.5K	$141.6K	-$3.9K	2026-10-23
CoreCap Advisors, LLC	INCREASED	110	77	+33	+43%	$96.7K	$134.4K	+$37.8K	2026-10-08
Angeles Wealth Management, LLC	UNCHANGED	100	100	0	0%	$125.4K	$122.0K	-$3.4K	2026-10-26
Private Trust Co NA	UNCHANGED	92	92	0	0%	$115.4K	$112.3K	-$3.1K	2026-10-20
Lanark Financial, Inc.	INCREASED	67	66	+1	+2%	$83.6K	$81.6K	-$2.0K	2026-10-26
EverSource Wealth Advisors, LLC	UNCHANGED	50	50	0	0%	$62.7K	$61.0K	-$1.7K	2026-11-04
SRH Advisors, LLC	UNCHANGED	50	50	0	0%	$62.7K	$61.0K	-$1.7K	2026-10-22
Farther Finance Advisors, LLC	INCREASED	45	35	+10	+29%	$43.9K	$54.9K	+$11.0K	2026-10-08
Rossby Financial, LCC	INCREASED	37	13	+24	+185%	$16.3K	$45.2K	+$28.9K	2026-11-05
Ashton Thomas Private Wealth, LLC	UNCHANGED	37	37	0	0%	$46.4K	$45.2K	-$1.2K	2026-11-03
Parallel Advisors, LLC	UNCHANGED	35	35	0	0%	$43.9K	$42.7K	-$1.2K	2026-11-03
Laurel Wealth Advisors LLC	NEW	25	—	+25	—	—	$30.5K	—	2026-10-27
Grove Bank & Trust	UNCHANGED	25	25	0	0%	$31.4K	$30.5K	-$839	2026-10-08
Hager Investment Management Services, LLC	UNCHANGED	25	25	0	0%	$31.4K	$30.5K	-$839	2026-11-04
Powell Investment Advisors, LLC	UNCHANGED	20	20	0	0%	$25.1K	$24.4K	-$671	2026-10-22
Next Level Wealth Planning, LLC	NEW	15	—	+15	—	—	$18.3K	—	2026-10-29
Salomon & Ludwin, LLC	NEW	10	—	+10	—	—	$12.2K	—	2026-10-29
Bokf, NA	UNCHANGED	10	10	0	0%	$12.5K	$12.2K	-$335	2026-10-27
Hickory Point Bank & Trust	UNCHANGED	8	8	0	0%	$10.0K	$9.8K	-$268	2026-10-01
Caldwell Trust Co	UNCHANGED	5	5	0	0%	$6.3K	$6.1K	-$168	2026-10-30
Center for Financial Planning, Inc.	UNCHANGED	5	5	0	0%	$6.3K	$6.1K	-$169	2026-10-26
Chapman Financial Group, LLC	UNCHANGED	4	4	0	0%	$5.0K	$4.9K	-$134	2026-10-26
Cape Investment Advisory, Inc.	UNCHANGED	4	4	0	0%	$5.0K	$4.9K	-$134	2026-10-13
Capital Investment Advisory Services, LLC	UNCHANGED	4	4	0	0%	$5.0K	$4.9K	-$134	2026-10-30
North Star Investment Management Corp.	UNCHANGED	4	4	0	0%	$5.0K	$4.9K	-$134	2026-10-27
American Capital Advisory, LLC	UNCHANGED	3	3	0	0%	$3.8K	$3.7K	-$101	2026-10-28
Spire Wealth Management	UNCHANGED	1	1	0	0%	$1.3K	$1.2K	-$34	2026-10-30
TD Private Client Wealth LLC	UNCHANGED	1	1	0	0%	$1.3K	$1.2K	-$34	2026-10-28
Hudson Capital Management LLC	CLOSED	0	4,954	-4,954	-100%	$6.2M	$0	-$6.2M	2026-10-20
Benson Investment Management Company, Inc.	CLOSED	0	475	-475	-100%	$595.9K	$0	-$595.9K	2026-10-13
DLK Investment Management, LLC	CLOSED	0	318	-318	-100%	$380.4K	$0	-$380.4K	2026-10-09
Beverly Hills Private Wealth, LLC	CLOSED	0	271	-271	-100%	$339.9K	$0	-$339.9K	2026-11-04
Sjbenen Advisory, LLC	CLOSED	0	254	-254	-100%	$316.6K	$0	-$316.6K	2026-10-19
Certified Advisory Corp	CLOSED	0	237	-237	-100%	$297.3K	$0	-$297.3K	2026-10-29
Chicago Partners Investment Group LLC	CLOSED	0	230	-230	-100%	$293.7K	$0	-$293.7K	2026-10-27
Russell Investments Group, Ltd.	N/A	—	5,419,000	-5,419,000	-100%	$6.8M	—	—	—
Verition Fund Management LLC	N/A	—	4,688,000	-4,688,000	-100%	$5.9M	—	—	—
Voya Investment Management LLC	N/A	—	226,135	-226,135	-100%	$283.7M	—	—	—
BlackRock, Inc.	N/A	—	158,772	-158,772	-100%	$199.2M	—	—	—
Advent Capital Management	N/A	—	146,276	-146,276	-100%	$183.9M	—	—	—
Camden Asset Management L P	N/A	—	79,488	-79,488	-100%	$99.7M	—	—	—
Victory Capital Management Inc	N/A	—	72,897	-72,897	-100%	$91.4M	—	—	—
Two Sigma Investments, LP	N/A	—	69,772	-69,772	-100%	$87.5M	—	—	—
Hudson Bay Capital Management LP	N/A	—	64,368	-64,368	-100%	$80.7M	—	—	—
Ameriprise Financial Inc	N/A	—	57,333	-57,333	-100%	$71.9M	—	—	—
CSS LLC	N/A	—	50,372	-50,372	-100%	$63.3M	—	—	—
State Street Corp	N/A	—	46,356	-46,356	-100%	$58.1M	—	—	—
American Century Companies Inc	N/A	—	42,898	-42,898	-100%	$53.9M	—	—	—
Morgan Stanley	N/A	—	38,878	-38,878	-100%	$48.8M	—	—	—
Zazove Associates LLC	N/A	—	35,925	-35,925	-100%	$45.1M	—	—	—
Walleye Capital LLC	N/A	—	32,281	-32,281	-100%	$40.6M	—	—	—
FMR LLC	N/A	—	32,206	-32,206	-100%	$40.4M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	30,108	-30,108	-100%	$37.8M	—	—	—
First Eagle Investment Management, LLC	N/A	—	29,641	-29,641	-100%	$37.2M	—	—	—
Wells Fargo & Company	N/A	—	28,746	-28,746	-100%	$36.1M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	27,245	-27,245	-100%	$34.2M	—	—	—
Advisors Capital Management, LLC	N/A	—	27,022	-27,022	-100%	$33.9M	—	—	—
Nuveen, LLC	N/A	—	26,344	-26,344	-100%	$33.0M	—	—	—
UBS Group AG	N/A	—	22,715	-22,715	-100%	$28.5M	—	—	—
Lord, Abbett & Co. LLC	N/A	—	17,654	-17,654	-100%	$22.2K	—	—	—
SSI Investment Management LLC	N/A	—	16,643	-16,643	-100%	$20.9M	—	—	—
Pier 88 Investment Partners LLC	N/A	—	16,253	-16,253	-100%	$20.4M	—	—	—
Focus Partners Wealth	N/A	—	13,149	-13,149	-100%	$16.5M	—	—	—
JPMorgan Chase & Co	N/A	—	13,062	-13,062	-100%	$15.6M	—	—	—
Lombard Odier Asset Management (Europe) Ltd	N/A	—	11,317	-11,317	-100%	$14.2M	—	—	—
Franklin Resources Inc	N/A	—	10,899	-10,899	-100%	$13.7M	—	—	—
Invesco Ltd.	N/A	—	9,606	-9,606	-100%	$12.1M	—	—	—
New England Asset Management Inc	N/A	—	9,435	-9,435	-100%	$11.8M	—	—	—
Lazard Asset Management LLC	N/A	—	9,180	-9,180	-100%	$115	—	—	—
LPL Financial LLC	N/A	—	8,530	-8,530	-100%	$10.7M	—	—	—
Skaana Management L.P.	N/A	—	7,592	-7,592	-100%	$9.4M	—	—	—
Raymond James Financial Inc	N/A	—	7,044	-7,044	-100%	$8.8M	—	—	—
RB Capital Management, LLC	N/A	—	6,870	-6,870	-100%	$8.6M	—	—	—
Bank of America Corp	N/A	—	6,712	-6,712	-100%	$8.4M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	6,334	-6,334	-100%	$7.9M	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	6,284	-6,284	-100%	$7.9M	—	—	—
Nomura Holdings Inc	N/A	—	6,250	-6,250	-100%	$7.8M	—	—	—
Whalerock Point Partners, LLC	N/A	—	5,152	-5,152	-100%	$6.5M	—	—	—
Ameritas Advisory Services, LLC	N/A	—	5,044	-5,044	-100%	$6.3M	—	—	—
Alliancebernstein L.P.	N/A	—	4,959	-4,959	-100%	$5.9M	—	—	—
Cutler Capital Management, LLC	N/A	—	4,905	-4,905	-100%	$6.2M	—	—	—
Cannell & Spears LLC	N/A	—	4,720	-4,720	-100%	$5.9M	—	—	—
Laffer Tengler Investments, Inc.	N/A	—	4,294	-4,294	-100%	$5.4M	—	—	—
Aequim Alternative Investments LP	N/A	—	4,279	-4,279	-100%	$5.4M	—	—	—
Stifel Financial Corp	N/A	—	3,864	-3,864	-100%	$4.8M	—	—	—
Peloton Wealth Strategists	N/A	—	3,650	-3,650	-100%	$4.6K	—	—	—
Seven Springs Wealth Group, LLC	N/A	—	3,644	-3,644	-100%	$4.6M	—	—	—
Royal Bank of Canada	N/A	—	3,602	-3,602	-100%	$4.5M	—	—	—
Wellington Management Group LLP	N/A	—	3,477	-3,477	-100%	$4.4M	—	—	—
Susquehanna International Group, LLP	N/A	—	3,040	-3,040	-100%	$3.8M	—	—	—
Palisade Capital Management, LP	N/A	—	3,024	-3,024	-100%	$3.8M	—	—	—
Mariner, LLC	N/A	—	2,466	-2,466	-100%	$3.1M	—	—	—
Marathon Trading Investment Management LLC	N/A	—	2,464	-2,464	-100%	$3.1M	—	—	—
Neuberger Berman Group LLC	N/A	—	2,286	-2,286	-100%	$2.9M	—	—	—
Alexander Labrunerie & Co., Inc.	N/A	—	2,021	-2,021	-100%	$2.5M	—	—	—
Nomura Asset Management International Inc.	N/A	—	1,964	-1,964	-100%	$2.5M	—	—	—
Snowden Capital Advisors LLC	N/A	—	1,962	-1,962	-100%	$2.5M	—	—	—
Uniplan Investment Counsel, Inc.	N/A	—	1,816	-1,816	-100%	$2.3M	—	—	—
Envestnet Asset Management Inc	N/A	—	1,750	-1,750	-100%	$2.2M	—	—	—
Captrust Financial Advisors	N/A	—	1,705	-1,705	-100%	$2.1M	—	—	—
HRT Financial LP	N/A	—	1,649	-1,649	-100%	$2.1K	—	—	—
Schroder Investment Management Group	N/A	—	1,575	-1,575	-100%	$2.0M	—	—	—
Summitry LLC	N/A	—	1,551	-1,551	-100%	$1.9M	—	—	—
Curi Capital, LLC	N/A	—	1,494	-1,494	-100%	$1.9M	—	—	—
Huntington National Bank	N/A	—	1,136	-1,136	-100%	$1.4M	—	—	—
IMA Advisory Services, Inc.	N/A	—	1,111	-1,111	-100%	$1.4M	—	—	—
Goldman Sachs Group Inc	N/A	—	1,088	-1,088	-100%	$1.4M	—	—	—
Osaic Holdings, Inc.	N/A	—	1,069	-1,069	-100%	$1.3M	—	—	—
Schnieders Capital Management, Llc.	N/A	—	1,064	-1,064	-100%	$1.3M	—	—	—
SEI Investments Co	N/A	—	1,033	-1,033	-100%	$1.3M	—	—	—
Baird Financial Group, Inc.	N/A	—	1,032	-1,032	-100%	$1.3M	—	—	—
Pinnacle Holdings, LLC	N/A	—	995	-995	-100%	$1.2M	—	—	—
Arax Advisory Partners	N/A	—	905	-905	-100%	$1.1M	—	—	—
Cetera Investment Advisers	N/A	—	876	-876	-100%	$1.1M	—	—	—
Momentum Wealth Planning, LLC	N/A	—	826	-826	-100%	$1.0M	—	—	—
JT Stratford LLC	N/A	—	807	-807	-100%	$1.0M	—	—	—
UMB Bank, n.a.	N/A	—	798	-798	-100%	$1.0M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	772	-772	-100%	$968.5K	—	—	—
Webster Bank, N. A.	N/A	—	748	-748	-100%	$938.4K	—	—	—
&partners	N/A	—	698	-698	-100%	$875.6K	—	—	—
Jones Financial Companies Lllp	N/A	—	670	-670	-100%	$844.0K	—	—	—
Dorsey & Whitney Trust Co LLC	N/A	—	652	-652	-100%	$817.5K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	603	-603	-100%	$756.5K	—	—	—
First Foundation Advisors	N/A	—	577	-577	-100%	$723.8K	—	—	—
Terril Brothers, Inc.	N/A	—	558	-558	-100%	$700.0K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	541	-541	-100%	$678.7K	—	—	—
Resurgent Financial Advisors LLC	N/A	—	514	-514	-100%	$644.3K	—	—	—
Janney Montgomery Scott LLC	N/A	—	506	-506	-100%	$635	—	—	—
Waterloo Capital, L.P.	N/A	—	504	-504	-100%	$632.3K	—	—	—
Novare Capital Management LLC	N/A	—	504	-504	-100%	$632.3K	—	—	—
Cresset Asset Management, LLC	N/A	—	499	-499	-100%	$626.0K	—	—	—
NewEdge Advisors, LLC	N/A	—	480	-480	-100%	$602.6K	—	—	—
JRM Investment Counsel, LLC	N/A	—	466	-466	-100%	$584.0K	—	—	—
Insigneo Advisory Services, LLC	N/A	—	449	-449	-100%	$563.3K	—	—	—
Blair William & Co	N/A	—	448	-448	-100%	$562.0K	—	—	—
SG Americas Securities, LLC	N/A	—	430	-430	-100%	$539	—	—	—
10Elms LLP	N/A	—	417	-417	-100%	$523.1K	—	—	—
Ares Systematic Credit Ltd	N/A	—	408	-408	-100%	$511.8K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	385	-385	-100%	$483.0K	—	—	—
Scotia Capital Inc.	N/A	—	366	-366	-100%	$459.2K	—	—	—
Centaurus Financial, Inc.	N/A	—	365	-365	-100%	$458	—	—	—
Cerity Partners LLC	N/A	—	359	-359	-100%	$450.0K	—	—	—
IEQ Capital, LLC	N/A	—	338	-338	-100%	$424.0K	—	—	—
Bank of Montreal	N/A	—	336	-336	-100%	$421.5K	—	—	—
SCS Capital Management LLC	N/A	—	325	-325	-100%	$407.7K	—	—	—
Gabelli & Co Investment Advisers, Inc.	N/A	—	325	-325	-100%	$407.7K	—	—	—
PFG Investments, LLC	N/A	—	314	-314	-100%	$393.9K	—	—	—
Davis R M Inc	N/A	—	310	-310	-100%	$388.9K	—	—	—
Knightsbridge Asset Management, LLC	N/A	—	293	-293	-100%	$367.6K	—	—	—
Whittier Trust Co	N/A	—	289	-289	-100%	$364.4K	—	—	—
Rothschild Investment LLC	N/A	—	279	-279	-100%	$350.0K	—	—	—
Oxbow Advisors, LLC	N/A	—	273	-273	-100%	$342.7K	—	—	—
OneDigital Investment Advisors LLC	N/A	—	269	-269	-100%	$337.5K	—	—	—
Allworth Financial LP	N/A	—	263	-263	-100%	$329.9K	—	—	—
BFC Planning, Inc.	N/A	—	261	-261	-100%	$327.4K	—	—	—
Arkadios Wealth Advisors	N/A	—	259	-259	-100%	$324.9K	—	—	—
IFG Advisory, LLC	N/A	—	240	-240	-100%	$300.6K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	224	-224	-100%	$281.0K	—	—	—
Financial Plan, Inc.	N/A	—	213	-213	-100%	$267.2K	—	—	—
Stratos Wealth Advisors, LLC	N/A	—	205	-205	-100%	$258.0K	—	—	—
Steigerwald, Gordon & Koch Inc.	N/A	—	200	-200	-100%	$250.9K	—	—	—
Rosenblum Silverman Sutton S F Inc	N/A	—	196	-196	-100%	$245.9K	—	—	—
Topsail Wealth Management, LLC	N/A	—	189	-189	-100%	$237.1K	—	—	—
Argent Trust Co	N/A	—	182	-182	-100%	$228.3K	—	—	—
Hollencrest Capital Management	N/A	—	140	-140	-100%	$175.6K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	139	-139	-100%	$174.4K	—	—	—
Founders Financial Alliance, LLC	N/A	—	97	-97	-100%	$121.7K	—	—	—
Virtus Fixed Income Advisers, LLC	N/A	—	94	-94	-100%	$117.9K	—	—	—
Brown Brothers Harriman & Co	N/A	—	85	-85	-100%	$106.6K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	80	-80	-100%	$100.4K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	76	-76	-100%	$95.3K	—	—	—
Colonial Trust Co / SC	N/A	—	46	-46	-100%	$57.7K	—	—	—
Bessemer Group Inc	N/A	—	45	-45	-100%	$56	—	—	—
Logan Capital Management Inc	N/A	—	44	-44	-100%	$55.2K	—	—	—
Smithfield Trust Co	N/A	—	41	-41	-100%	$51	—	—	—
Quent Capital, LLC	N/A	—	40	-40	-100%	$50.2K	—	—	—
National Bank of Canada	N/A	—	39	-39	-100%	$48.9K	—	—	—
Colonial Trust Advisors	N/A	—	34	-34	-100%	$42.7K	—	—	—
Alerus Financial NA	N/A	—	30	-30	-100%	$37.6K	—	—	—
Highland Investment Advisors LLC	N/A	—	29	-29	-100%	$36.4K	—	—	—
Darwin Wealth Management, LLC	N/A	—	26	-26	-100%	$32.6K	—	—	—
Crews Bank & Trust	N/A	—	25	-25	-100%	$31.4K	—	—	—
Virtus Advisers, LLC	N/A	—	22	-22	-100%	$27.6K	—	—	—
Prosperity Bancshares Inc	N/A	—	16	-16	-100%	$20.1K	—	—	—
Harbour Investments, Inc.	N/A	—	15	-15	-100%	$18.8K	—	—	—
CNB Bank	N/A	—	12	-12	-100%	$15.1K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	11	-11	-100%	$13.8K	—	—	—
Institute for Wealth Management, Llc.	N/A	—	7	-7	-100%	$8.8K	—	—	—
Family Manage LLC	N/A	—	6	-6	-100%	$7.5K	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	4	-4	-100%	$5.0K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	3	-3	-100%	$3.8K	—	—	—
Global Retirement Partners, LLC	N/A	—	3	-3	-100%	$3.8K	—	—	—
AE Wealth Management LLC	N/A	—	1	-1	-100%	$1.3K	—	—	—
Conquis Financial LLC	N/A	—	1	-1	-100%	$1.3K	—	—	—
Nomura Asset Management Co LTD	N/A	—	0	0	—	$0	—	—	—

Showing 281 of 281 institutions