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BNY Mellon Glbl Infra Inc (BKGI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
First Command Advisory Services, Inc.
NEW
Shares10,878,237
Change+10,878,237
Value$456.1M
Filed 2026-11-05
LPL Financial LLC
INCREASED
Shares2,248,788 from 1,720,010
Change+528,778 (+31%)
Value$94.3M (+$16.9M)
Filed 2026-11-06
Avior Wealth Management, LLC
INCREASED
Shares824,277 from 708,022
Change+116,255 (+16%)
Value$34.6M (+$2.7M)
Filed 2026-10-13
Bank of New York Mellon Corp
INCREASED
Shares614,327 from 514,690
Change+99,637 (+19%)
Value$25.8M (+$2.6M)
Filed 2026-11-05
Legacy CG, LLC
INCREASED
Shares450,607 from 437,775
Change+12,832 (+3%)
Value$18.9M (-$792.8K)
Filed 2026-10-30
Sovereign Investment Advisors, LLC
DECREASED
Shares390,393 from 696,182
Change-305,789 (-44%)
Value$16.4M (-$14.9M)
Filed 2026-11-09
Commonwealth Equity Services, LLC
INCREASED
Shares310,476 from 243,399
Change+67,077 (+28%)
Value$13.0M (+$2.1M)
Filed 2026-11-02
Capital Investment Counsel, LLC
DECREASED
Shares298,744 from 300,440
Change-1,696 (-1%)
Value$12.5M (-$984.5K)
Filed 2026-10-14
Nottingham Advisors, Inc.
DECREASED
Shares295,651 from 298,421
Change-2,770 (-1%)
Value$12.2M (-$1.3M)
Filed 2026-10-29
GGM Financial LLC
NEW
Shares258,942
Change+258,942
Value$10.9M
Filed 2026-11-05
Dynamic Advisor Solutions LLC
INCREASED
Shares174,738 from 166,581
Change+8,157 (+5%)
Value$7.3M (-$164.4K)
Filed 2026-10-13
Meridian Wealth Management, LLC
DECREASED
Shares166,542 from 168,392
Change-1,850 (-1%)
Value$7.0M (-$589.5K)
Filed 2026-11-05
Riversedge Advisors, LLC
NEW
Shares144,641
Change+144,641
Value$6.1M
Filed 2026-10-09
Courier Capital LLC
INCREASED
Shares136,598 from 119,655
Change+16,943 (+14%)
Value$5.7M (+$346.7K)
Filed 2026-10-19
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares126,086 from 76,955
Change+49,131 (+64%)
Value$5.3M (+$5.3M)
Filed 2026-11-02
S&A Financial Services, Inc.
INCREASED
Shares92,580 from 86,420
Change+6,160 (+7%)
Value$3.9M (-$4.4K)
Filed 2026-11-03
Community Bank, N.A.
DECREASED
Shares79,820 from 79,835
Change-15 (0%)
Value$3.3M (-$243.3K)
Filed 2026-11-06
Trilogy Capital Inc.
DECREASED
Shares79,210 from 81,813
Change-2,603 (-3%)
Value$3.3M (-$357.9K)
Filed 2026-10-20
Fifth Third Bancorp
INCREASED
Shares70,741 from 70,337
Change+404 (+1%)
Value$3.0M (-$196.9K)
Filed 2026-11-05
Aureum Wealth Management, LLC
INCREASED
Shares69,654 from 66,075
Change+3,579 (+5%)
Value$2.9M (-$50.8K)
Filed 2026-10-15
Western Wealth Management, LLC
INCREASED
Shares63,076 from 59,985
Change+3,091 (+5%)
Value$2.6M (-$52.8K)
Filed 2026-11-09
Base Wealth Management LLC
INCREASED
Shares41,154 from 39,443
Change+1,711 (+4%)
Value$1.7M (-$48.2K)
Filed 2026-10-21
FIG Financial Advisory Services Inc
DECREASED
Shares40,963 from 72,188
Change-31,225 (-43%)
Value$1.7M (-$1.5M)
Filed 2026-10-07
HighPoint Advisor Group LLC
INCREASED
Shares38,673 from 35,449
Change+3,224 (+9%)
Value$1.6M (+$27.4K)
Filed 2026-11-09
Kestra Advisory Services, LLC
INCREASED
Shares36,563 from 31,872
Change+4,691 (+15%)
Value$1.5M (+$99.8K)
Filed 2026-11-02
IFP Advisors, Inc
INCREASED
Shares34,402 from 22,986
Change+11,416 (+50%)
Value$1.4M (+$408.8K)
Filed 2026-10-16
Apollon Wealth Management, LLC
DECREASED
Shares32,390 from 34,521
Change-2,131 (-6%)
Value$1.4M (-$194.3K)
Filed 2026-10-23
Providence First Trust Co
DECREASED
Shares31,268 from 33,191
Change-1,923 (-6%)
Value$1.3M (-$181.5K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares26,236 from 23,758
Change+2,478 (+10%)
Value$1.1M (+$23.5K)
Filed 2026-10-13
Nations Financial Group Inc,
DECREASED
Shares25,501 from 27,290
Change-1,789 (-7%)
Value$1.1M (-$158.0K)
Filed 2026-11-05
Lido Advisors, LLC
DECREASED
Shares25,119 from 25,148
Change-29 (0%)
Value$1.1M (-$77.7K)
Filed 2026-11-04
Haven Private, LLC
INCREASED
Shares23,662 from 10,922
Change+12,740 (+117%)
Value$992.1K (+$501.0K)
Filed 2026-10-27
BXM Wealth LLC
UNCHANGED
Shares22,625 from 22,625
Change0 (0%)
Value$948.7K (-$68.8K)
Filed 2026-11-03
Independent Financial Group, LLC
NEW
Shares22,342
Change+22,342
Value$936.8K
Filed 2026-10-13
Kestra Private Wealth Services, LLC
INCREASED
Shares21,956 from 20,430
Change+1,526 (+7%)
Value$920.6K (+$1.9K)
Filed 2026-11-06
Park Avenue Securities LLC
INCREASED
Shares21,331 from 19,376
Change+1,955 (+10%)
Value$894.0K (+$893.1K)
Filed 2026-10-26
WealthCare Investment Partners, LLC
INCREASED
Shares20,731 from 18,952
Change+1,779 (+9%)
Value$869.2K (+$17.0K)
Filed 2026-11-05
Insight Wealth Strategies, LLC
DECREASED
Shares18,200 from 33,161
Change-14,961 (-45%)
Value$763.1K (-$695.3K)
Filed 2026-10-09
Assetmark, Inc
INCREASED
Shares16,196 from 16,120
Change+76 (+0%)
Value$679.1K (-$45.8K)
Filed 2026-10-21
Wlth Capital Management, LLC
DECREASED
Shares14,300 from 125,573
Change-111,273 (-89%)
Value$599.6K (-$5.0M)
Filed 2026-10-20
Trademark Financial Management, LLC
DECREASED
Shares14,180 from 14,390
Change-210 (-1%)
Value$594.6K (-$52.6K)
Filed 2026-10-23
MGO One Seven LLC
INCREASED
Shares13,271 from 13,186
Change+85 (+1%)
Value$556.5K (-$36.5K)
Filed 2026-10-28
Total Clarity Wealth Management, Inc.
INCREASED
Shares12,585 from 11,810
Change+775 (+7%)
Value$527.7K (-$3.4K)
Filed 2026-10-26
Rubicon Advisors, GP
DECREASED
Shares11,706 from 11,713
Change-7 (0%)
Value$490.8K (-$35.9K)
Filed 2026-10-23
Lakeside Advisors, Inc.
NEW
Shares8,400
Change+8,400
Value$352.2K
Filed 2026-10-20
Balefire, LLC
DECREASED
Shares8,107 from 8,509
Change-402 (-5%)
Value$339.9K (-$42.7K)
Filed 2026-10-09
Flagship Harbor Advisors, LLC
INCREASED
Shares8,031 from 5,750
Change+2,281 (+40%)
Value$336.7K (+$78.2K)
Filed 2026-10-26
Principle Wealth Partners LLC
DECREASED
Shares7,820 from 8,267
Change-447 (-5%)
Value$327.9K (-$43.8K)
Filed 2026-11-02
Security Financial Services, Inc.
INCREASED
Shares7,709 from 7,235
Change+474 (+7%)
Value$323.2K (-$2.1K)
Filed 2026-10-29
Barnes Wealth Management Group, Inc
INCREASED
Shares6,348 from 6,215
Change+133 (+2%)
Value$266.2K (-$13.3K)
Filed 2026-11-09
Private Trust Co NA
INCREASED
Shares5,522 from 1,731
Change+3,791 (+219%)
Value$231.5K (+$153.7K)
Filed 2026-10-20
Opus Financial Solutions LLC
NEW
Shares5,023
Change+5,023
Value$210.6K
Filed 2026-11-06
Brady Martz Wealth Solutions, LLC
NEW
Shares4,807
Change+4,807
Value$201.6K
Filed 2026-11-05
Pinnacle Bancorp, Inc.
UNCHANGED
Shares1,869 from 1,869
Change0 (0%)
Value$78.4K (-$5.7K)
Filed 2026-10-21
Jacobi Capital Management LLC
NEW
Shares1,520
Change+1,520
Value$63.7K
Filed 2026-11-05
NBH Bank
UNCHANGED
Shares940 from 940
Change0 (0%)
Value$39.4K (-$2.9K)
Filed 2026-11-05
Harbor Asset Planning, Inc.
INCREASED
Shares454 from 448
Change+6 (+1%)
Value$19.0K (-$1.1K)
Filed 2026-10-23
Latitude Advisors, LLC
NEW
Shares260
Change+260
Value$10.9K
Filed 2026-10-27
Farther Finance Advisors, LLC
NEW
Shares142
Change+142
Value$6.0K
Filed 2026-10-08
Buck Wealth Strategies, LLC
NEW
Shares123
Change+123
Value$5.2K
Filed 2026-10-28
3Edge Asset Management, LP
CLOSED
Shares0 from 31,750
Change-31,750 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-30
Sigma Planning Corp
CLOSED
Shares0 from 17,017
Change-17,017 (-100%)
Value$0 (-$765.3K)
Filed 2026-10-23
Level Four Advisory Services, LLC
CLOSED
Shares0 from 6,060
Change-6,060 (-100%)
Value$0 (-$272.5K)
Filed 2026-11-06
Encompass More Asset Management
CLOSED
Shares0 from 5,838
Change-5,838 (-100%)
Value$0 (-$262.5K)
Filed 2026-10-16
Embree Financial Group
CLOSED
Shares0 from 5,680
Change-5,680 (-100%)
Value$0 (-$255.4K)
Filed 2026-10-22
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 60
Change-60 (-100%)
Value$0 (-$2.7K)
Filed 2026-11-06
Larson Financial Group LLC
UNCHANGED
Shares0 from 0
Change0
Value$7 ($0)
Filed 2026-11-05
Valley Wealth Managers, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$16 (-$1)
Filed 2026-10-09
Morgan Stanley
N/A
Shares— from 6,402,544
Change-6,402,544 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,391,817
Change-1,391,817 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 882,053
Change-882,053 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 856,383
Change-856,383 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 630,297
Change-630,297 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 595,159
Change-595,159 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 466,169
Change-466,169 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 358,615
Change-358,615 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 252,819
Change-252,819 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 224,112
Change-224,112 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 215,355
Change-215,355 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 173,809
Change-173,809 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 165,222
Change-165,222 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 127,511
Change-127,511 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 124,354
Change-124,354 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 118,664
Change-118,664 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 110,006
Change-110,006 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 105,690
Change-105,690 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 94,851
Change-94,851 (-100%)
Value—
Kensington Asset Management, LLC
N/A
Shares— from 94,680
Change-94,680 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 73,596
Change-73,596 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 68,523
Change-68,523 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 68,041
Change-68,041 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 67,015
Change-67,015 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 57,145
Change-57,145 (-100%)
Value—
&partners
N/A
Shares— from 50,988
Change-50,988 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 46,505
Change-46,505 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 44,542
Change-44,542 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 39,122
Change-39,122 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 32,892
Change-32,892 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 30,001
Change-30,001 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 29,911
Change-29,911 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 26,838
Change-26,838 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 21,509
Change-21,509 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 17,765
Change-17,765 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 17,277
Change-17,277 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 16,487
Change-16,487 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 15,441
Change-15,441 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 15,235
Change-15,235 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 14,276
Change-14,276 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 13,313
Change-13,313 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 10,187
Change-10,187 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 10,047
Change-10,047 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 9,136
Change-9,136 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 8,750
Change-8,750 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 8,123
Change-8,123 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 7,976
Change-7,976 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 7,047
Change-7,047 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 6,850
Change-6,850 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 6,179
Change-6,179 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 5,830
Change-5,830 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 5,185
Change-5,185 (-100%)
Value—
UBS Group AG
N/A
Shares— from 4,663
Change-4,663 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,540
Change-2,540 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 2,174
Change-2,174 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,518
Change-1,518 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,518
Change-1,518 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,242
Change-1,242 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 300
Change-300 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 166
Change-166 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 71
Change-71 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Status
First Command Advisory Services, Inc.
NEW10,878,237—+10,878,237——$456.1M—2026-11-05
LPL Financial LLC
INCREASED2,248,7881,720,010+528,778+31%$77.3M$94.3M+$16.9M2026-11-06
Avior Wealth Management, LLC
INCREASED824,277708,022+116,255+16%$31.8M$34.6M+$2.7M2026-10-13
Bank of New York Mellon Corp
INCREASED614,327514,690+99,637+19%$23.1M$25.8M+$2.6M2026-11-05
Legacy CG, LLC
INCREASED450,607437,775+12,832+3%$19.7M$18.9M-$792.8K2026-10-30
Sovereign Investment Advisors, LLC
DECREASED390,393696,182-305,789-44%$31.3M$16.4M-$14.9M2026-11-09
Commonwealth Equity Services, LLC
INCREASED310,476243,399+67,077+28%$10.9M$13.0M+$2.1M2026-11-02
Capital Investment Counsel, LLC
DECREASED298,744300,440-1,696-1%$13.5M$12.5M-$984.5K2026-10-14
Nottingham Advisors, Inc.
DECREASED295,651298,421-2,770-1%$13.5M$12.2M-$1.3M2026-10-29
GGM Financial LLC
NEW258,942—+258,942——$10.9M—2026-11-05
Dynamic Advisor Solutions LLC
INCREASED174,738166,581+8,157+5%$7.5M$7.3M-$164.4K2026-10-13
Meridian Wealth Management, LLC
DECREASED166,542168,392-1,850-1%$7.6M$7.0M-$589.5K2026-11-05
Riversedge Advisors, LLC
NEW144,641—+144,641——$6.1M—2026-10-09
Courier Capital LLC
INCREASED136,598119,655+16,943+14%$5.4M$5.7M+$346.7K2026-10-19
Cambridge Investment Research Advisors, Inc.
INCREASED126,08676,955+49,131+64%$3.5K$5.3M+$5.3M2026-11-02
S&A Financial Services, Inc.
INCREASED92,58086,420+6,160+7%$3.9M$3.9M-$4.4K2026-11-03
Community Bank, N.A.
DECREASED79,82079,835-150%$3.6M$3.3M-$243.3K2026-11-06
Trilogy Capital Inc.
DECREASED79,21081,813-2,603-3%$3.7M$3.3M-$357.9K2026-10-20
Fifth Third Bancorp
INCREASED70,74170,337+404+1%$3.2M$3.0M-$196.9K2026-11-05
Aureum Wealth Management, LLC
INCREASED69,65466,075+3,579+5%$3.0M$2.9M-$50.8K2026-10-15
Western Wealth Management, LLC
INCREASED63,07659,985+3,091+5%$2.7M$2.6M-$52.8K2026-11-09
Base Wealth Management LLC
INCREASED41,15439,443+1,711+4%$1.8M$1.7M-$48.2K2026-10-21
FIG Financial Advisory Services Inc
DECREASED40,96372,188-31,225-43%$3.2M$1.7M-$1.5M2026-10-07
HighPoint Advisor Group LLC
INCREASED38,67335,449+3,224+9%$1.6M$1.6M+$27.4K2026-11-09
Kestra Advisory Services, LLC
INCREASED36,56331,872+4,691+15%$1.4M$1.5M+$99.8K2026-11-02
IFP Advisors, Inc
INCREASED34,40222,986+11,416+50%$1.0M$1.4M+$408.8K2026-10-16
Apollon Wealth Management, LLC
DECREASED32,39034,521-2,131-6%$1.6M$1.4M-$194.3K2026-10-23
Providence First Trust Co
DECREASED31,26833,191-1,923-6%$1.5M$1.3M-$181.5K2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED26,23623,758+2,478+10%$1.1M$1.1M+$23.5K2026-10-13
Nations Financial Group Inc,
DECREASED25,50127,290-1,789-7%$1.2M$1.1M-$158.0K2026-11-05
Lido Advisors, LLC
DECREASED25,11925,148-290%$1.1M$1.1M-$77.7K2026-11-04
Haven Private, LLC
INCREASED23,66210,922+12,740+117%$491.2K$992.1K+$501.0K2026-10-27
BXM Wealth LLC
UNCHANGED22,62522,62500%$1.0M$948.7K-$68.8K2026-11-03
Independent Financial Group, LLC
NEW22,342—+22,342——$936.8K—2026-10-13
Kestra Private Wealth Services, LLC
INCREASED21,95620,430+1,526+7%$918.7K$920.6K+$1.9K2026-11-06
Park Avenue Securities LLC
INCREASED21,33119,376+1,955+10%$871$894.0K+$893.1K2026-10-26
WealthCare Investment Partners, LLC
INCREASED20,73118,952+1,779+9%$852.3K$869.2K+$17.0K2026-11-05
Insight Wealth Strategies, LLC
DECREASED18,20033,161-14,961-45%$1.5M$763.1K-$695.3K2026-10-09
Assetmark, Inc
INCREASED16,19616,120+76+0%$724.9K$679.1K-$45.8K2026-10-21
Wlth Capital Management, LLC
DECREASED14,300125,573-111,273-89%$5.6M$599.6K-$5.0M2026-10-20
Trademark Financial Management, LLC
DECREASED14,18014,390-210-1%$647.1K$594.6K-$52.6K2026-10-23
MGO One Seven LLC
INCREASED13,27113,186+85+1%$593.0K$556.5K-$36.5K2026-10-28
Total Clarity Wealth Management, Inc.
INCREASED12,58511,810+775+7%$531.1K$527.7K-$3.4K2026-10-26
Rubicon Advisors, GP
DECREASED11,70611,713-70%$526.7K$490.8K-$35.9K2026-10-23
Lakeside Advisors, Inc.
NEW8,400—+8,400——$352.2K—2026-10-20
Balefire, LLC
DECREASED8,1078,509-402-5%$382.7K$339.9K-$42.7K2026-10-09
Flagship Harbor Advisors, LLC
INCREASED8,0315,750+2,281+40%$258.6K$336.7K+$78.2K2026-10-26
Principle Wealth Partners LLC
DECREASED7,8208,267-447-5%$371.7K$327.9K-$43.8K2026-11-02
Security Financial Services, Inc.
INCREASED7,7097,235+474+7%$325.4K$323.2K-$2.1K2026-10-29
Barnes Wealth Management Group, Inc
INCREASED6,3486,215+133+2%$279.5K$266.2K-$13.3K2026-11-09
Private Trust Co NA
INCREASED5,5221,731+3,791+219%$77.8K$231.5K+$153.7K2026-10-20
Opus Financial Solutions LLC
NEW5,023—+5,023——$210.6K—2026-11-06
Brady Martz Wealth Solutions, LLC
NEW4,807—+4,807——$201.6K—2026-11-05
Pinnacle Bancorp, Inc.
UNCHANGED1,8691,86900%$84.0K$78.4K-$5.7K2026-10-21
Jacobi Capital Management LLC
NEW1,520—+1,520——$63.7K—2026-11-05
NBH Bank
UNCHANGED94094000%$42.3K$39.4K-$2.9K2026-11-05
Harbor Asset Planning, Inc.
INCREASED454448+6+1%$20.2K$19.0K-$1.1K2026-10-23
Latitude Advisors, LLC
NEW260—+260——$10.9K—2026-10-27
Farther Finance Advisors, LLC
NEW142—+142——$6.0K—2026-10-08
Buck Wealth Strategies, LLC
NEW123—+123——$5.2K—2026-10-28
3Edge Asset Management, LP
CLOSED031,750-31,750-100%$1.4M$0-$1.4M2026-10-30
Sigma Planning Corp
CLOSED017,017-17,017-100%$765.3K$0-$765.3K2026-10-23
Level Four Advisory Services, LLC
CLOSED06,060-6,060-100%$272.5K$0-$272.5K2026-11-06
Encompass More Asset Management
CLOSED05,838-5,838-100%$262.5K$0-$262.5K2026-10-16
Embree Financial Group
CLOSED05,680-5,680-100%$255.4K$0-$255.4K2026-10-22
Institute for Wealth Management, Llc.
CLOSED060-60-100%$2.7K$0-$2.7K2026-11-06
Larson Financial Group LLC
UNCHANGED000—$7$7$02026-11-05
Valley Wealth Managers, Inc.
UNCHANGED000—$17$16-$12026-10-09
Morgan Stanley
N/A—6,402,544-6,402,544-100%$287.9M———
Royal Bank of Canada
N/A—1,391,817-1,391,817-100%$62.6M———
Captrust Financial Advisors
N/A—882,053-882,053-100%$39.7M———
Raymond James Financial Inc
N/A—856,383-856,383-100%$38.5M———
Northwestern Mutual Wealth Management Co
N/A—630,297-630,297-100%$28.3M———
Bank of America Corp
N/A—595,159-595,159-100%$26.8M———
Modern Wealth Management, LLC
N/A—466,169-466,169-100%$21.0M———
Stratos Wealth Partners, Ltd.
N/A—358,615-358,615-100%$16.1M———
Twin Focus Capital Partners, LLC
N/A—252,819-252,819-100%$11.4M———
MML Investors Services, LLC
N/A—224,112-224,112-100%$10.1M———
Private Advisor Group, LLC
N/A—215,355-215,355-100%$9.7M———
Cetera Investment Advisers
N/A—173,809-173,809-100%$7.8M———
Jane Street Group, LLC
N/A—165,222-165,222-100%$7.4M———
Waterloo Capital, L.P.
N/A—127,511-127,511-100%$5.7M———
Steward Partners Investment Advisory, LLC
N/A—124,354-124,354-100%$5.6M———
Osaic Holdings, Inc.
N/A—118,664-118,664-100%$5.3M———
Focus Partners Wealth
N/A—110,006-110,006-100%$4.9M———
Proficio Capital Partners LLC
N/A—105,690-105,690-100%$4.8M———
Envestnet Asset Management Inc
N/A—94,851-94,851-100%$4.3M———
Kensington Asset Management, LLC
N/A—94,680-94,680-100%$4.3M———
IHT Wealth Management, LLC
N/A—73,596-73,596-100%$3.3M———
Flow Traders U.S. LLC
N/A—68,523-68,523-100%$3.1K———
Brookwood Investment Group LLC
N/A—68,041-68,041-100%$3.1M———
Integrated Wealth Concepts LLC
N/A—67,015-67,015-100%$3.0M———
Orion Porfolio Solutions, LLC
N/A—57,145-57,145-100%$2.6M———
&partners
N/A—50,988-50,988-100%$2.3M———
Gotham Asset Management, LLC
N/A—46,505-46,505-100%$2.1M———
HighTower Advisors, LLC
N/A—44,542-44,542-100%$2.0M———
GTS Securities LLC
N/A—39,122-39,122-100%$1.8M———
NewEdge Advisors, LLC
N/A—32,892-32,892-100%$1.5M———
LRI Investments, LLC
N/A—30,001-30,001-100%$1.3M———
Spirepoint Private Client, LLC
N/A—29,911-29,911-100%$1.3M———
Rockefeller Capital Management L.P.
N/A—26,838-26,838-100%$1.2M———
Stratos Investment Management, LLC
N/A—21,509-21,509-100%$967.3K———
Arax Advisory Partners
N/A—17,765-17,765-100%$798.9K———
PCG Wealth Advisors, LLC
N/A—17,277-17,277-100%$776.9K———
Equitable Holdings, Inc.
N/A—16,487-16,487-100%$741.4K———
Sanctuary Advisors, LLC
N/A—15,441-15,441-100%$694.4K———
Gladstone Institutional Advisory LLC
N/A—15,235-15,235-100%$685.1K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—14,276-14,276-100%$642.0K———
Thompson David Blair
N/A—13,313-13,313-100%$598.7K———
Arkadios Wealth Advisors
N/A—10,187-10,187-100%$458.1K———
D. E. Shaw & Co., Inc.
N/A—10,047-10,047-100%$451.8K———
Astoria Portfolio Advisors Llc.
N/A—9,136-9,136-100%$410.8K———
First Trust Advisors LP
N/A—8,750-8,750-100%$393.5K———
Beacon Pointe Advisors, LLC
N/A—8,123-8,123-100%$365.3K———
Capital Analysts, LLC
N/A—7,976-7,976-100%$359———
Summit Financial, LLC
N/A—7,047-7,047-100%$316.9K———
Transcend Capital Advisors, LLC
N/A—6,850-6,850-100%$308.0K———
Smith, Moore & Co.
N/A—6,179-6,179-100%$277.9K———
Reliant Investment Partners, LLC
N/A—5,830-5,830-100%$262.2K———
Janney Montgomery Scott LLC
N/A—5,185-5,185-100%$233———
UBS Group AG
N/A—4,663-4,663-100%$209.7K———
JPMorgan Chase & Co
N/A—2,540-2,540-100%$115.6K———
Harborfront Financial Group LLC
N/A—2,174-2,174-100%$97.8K———
Wells Fargo & Company
N/A—1,518-1,518-100%$68.3K———
FMR LLC
N/A—1,518-1,518-100%$68.3K———
Jones Financial Companies Lllp
N/A—1,242-1,242-100%$56.6K———
Atlantic Union Bankshares Corp
N/A—300-300-100%$13.5K———
Crewe Advisors LLC
N/A—166-166-100%$7.5K———
Sittner & Nelson, LLC
N/A—71-71-100%$3.2K———
Mark Sheptoff Financial Planning, LLC
N/A—50-50-100%$2.2K———
Showing 130 of 130 institutions