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Cap Group Short Duration (CGSD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares8,098,022 from 7,550,294
Change+547,728 (+7%)
Value$204.5M (+$10.2M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
INCREASED
Shares2,369,719 from 2,315,811
Change+53,908 (+2%)
Value$59.8M (+$249.6K)
Filed 2026-11-02
Merit Financial Group, LLC
INCREASED
Shares2,183,467 from 2,005,706
Change+177,761 (+9%)
Value$55.1M (+$3.5M)
Filed 2026-11-06
Kestra Private Wealth Services, LLC
INCREASED
Shares1,458,710 from 1,359,525
Change+99,185 (+7%)
Value$36.8M (+$1.9M)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares905,411 from 646,055
Change+259,356 (+40%)
Value$22.9M (+$6.3M)
Filed 2026-10-13
KOM Wealth Management Group, LLC
INCREASED
Shares857,540 from 72,305
Change+785,235 (+1086%)
Value$21.7M (+$19.8M)
Filed 2026-10-15
Wealth Science Advisors LLC
INCREASED
Shares670,075 from 352,270
Change+317,805 (+90%)
Value$16.9M (+$7.9M)
Filed 2026-10-09
Valmark Advisers, Inc.
INCREASED
Shares618,593 from 544,385
Change+74,208 (+14%)
Value$15.6M (+$1.6M)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares604,063 from 425,047
Change+179,016 (+42%)
Value$15.3M (+$4.3M)
Filed 2026-11-02
Wealthcare Advisory Partners LLC
INCREASED
Shares540,533 from 9,513
Change+531,020 (+5582%)
Value$13.6M (+$13.4M)
Filed 2026-10-21
Landaas & Co
DECREASED
Shares537,645 from 571,548
Change-33,903 (-6%)
Value$13.6M (-$1.1M)
Filed 2026-10-29
Souders Financial Advisors
INCREASED
Shares528,242 from 526,722
Change+1,520 (+0%)
Value$13.3M (-$214.5K)
Filed 2026-11-03
Kestra Investment Management, LLC
INCREASED
Shares377,175 from 336,049
Change+41,126 (+12%)
Value$9.5M (+$877.1K)
Filed 2026-11-04
Lodestone Wealth Management LLC
INCREASED
Shares359,008 from 329,266
Change+29,742 (+9%)
Value$9.1M (+$592.9K)
Filed 2026-10-14
Kestra Advisory Services, LLC
INCREASED
Shares307,153 from 227,602
Change+79,551 (+35%)
Value$7.8M (+$1.9M)
Filed 2026-11-02
Petredis Investment Advisors LLC
INCREASED
Shares294,425 from 217,231
Change+77,194 (+36%)
Value$7.4M (+$1.8M)
Filed 2026-10-20
MGO One Seven LLC
INCREASED
Shares267,506 from 13,101
Change+254,405 (+1942%)
Value$6.8M (+$6.4M)
Filed 2026-10-28
Richards, Merrill & Peterson, Inc.
INCREASED
Shares216,812 from 198,353
Change+18,459 (+9%)
Value$5.5M (+$370.9K)
Filed 2026-10-19
AdvisorNet Financial, Inc
INCREASED
Shares177,609 from 3,582
Change+174,027 (+4858%)
Value$4.5M (+$4.4M)
Filed 2026-10-15
Uptick Partners, LLC
INCREASED
Shares173,250 from 96,077
Change+77,173 (+80%)
Value$4.4M (+$1.9M)
Filed 2026-11-04
NWF Advisory Services Inc.
DECREASED
Shares162,581 from 164,130
Change-1,549 (-1%)
Value$4.1M (-$117.9K)
Filed 2026-10-19
Integras Partners LLC
INCREASED
Shares151,491 from 146,024
Change+5,467 (+4%)
Value$3.8M (+$68.0K)
Filed 2026-10-30
Sovran Advisors, LLC
DECREASED
Shares144,909 from 147,186
Change-2,277 (-2%)
Value$3.7M (-$94.8K)
Filed 2026-11-02
Saxony Capital Management, LLC
INCREASED
Shares135,688 from 129,692
Change+5,996 (+5%)
Value$3.4M (+$89.1K)
Filed 2026-10-15
Truist Financial Corp
INCREASED
Shares123,234 from 123,047
Change+187 (+0%)
Value$3.1M (-$54.3K)
Filed 2026-10-30
International Assets Investment Management, LLC
DECREASED
Shares118,399 from 125,550
Change-7,151 (-6%)
Value$3.0M (-$232.5K)
Filed 2026-11-02
Cannon Financial Strategists, Inc.
DECREASED
Shares100,800 from 111,085
Change-10,285 (-9%)
Value$2.5M (-$313.0K)
Filed 2026-10-19
Weaver Consulting Group
INCREASED
Shares92,666 from 84,618
Change+8,048 (+10%)
Value$2.3M (+$162.6K)
Filed 2026-10-07
Fifth Third Securities, Inc.
NEW
Shares88,485
Change+88,485
Value$2.2M
Filed 2026-10-21
Oppenheimer & Co Inc
INCREASED
Shares88,462 from 71,545
Change+16,917 (+24%)
Value$2.2M (+$392.8K)
Filed 2026-10-26
Freestate Advisors LLC
INCREASED
Shares86,157 from 81,340
Change+4,817 (+6%)
Value$2.2M (+$82.6K)
Filed 2026-10-09
Stewardship Concepts Financial Services LLC
INCREASED
Shares82,126 from 70,448
Change+11,678 (+17%)
Value$2.1M (+$261.1K)
Filed 2026-10-06
IFP Advisors, Inc
DECREASED
Shares77,719 from 85,481
Change-7,762 (-9%)
Value$2.0M (-$237.0K)
Filed 2026-10-16
DeDora Capital, Inc.
DECREASED
Shares76,481 from 102,567
Change-26,086 (-25%)
Value$1.9M (-$707.9K)
Filed 2026-10-26
CLG LLC
DECREASED
Shares72,352 from 90,089
Change-17,737 (-20%)
Value$1.8M (-$491.1K)
Filed 2026-10-13
Ashton Thomas Private Wealth, LLC
INCREASED
Shares67,635 from 42,838
Change+24,797 (+58%)
Value$1.7M (+$605.6K)
Filed 2026-11-03
Smith Thornton Advisors LLC
DECREASED
Shares66,995 from 67,273
Change-278 (0%)
Value$1.7M (-$35.3K)
Filed 2026-10-16
New England Capital Financial Advisors LLC
DECREASED
Shares65,330 from 66,000
Change-670 (-1%)
Value$1.6M (-$48.6K)
Filed 2026-11-03
Prospera Financial Services Inc
INCREASED
Shares62,908 from 47,677
Change+15,231 (+32%)
Value$1.6M (+$372.4K)
Filed 2026-11-04
Financial Management Network Inc
DECREASED
Shares57,146 from 173,754
Change-116,608 (-67%)
Value$1.4M (-$3.0M)
Filed 2026-10-09
LongView Wealth Management
INCREASED
Shares57,133 from 40,043
Change+17,090 (+43%)
Value$1.4M (+$412.3K)
Filed 2026-10-19
D.A. Davidson & Co.
INCREASED
Shares56,047 from 45,906
Change+10,141 (+22%)
Value$1.4M (+$234.0K)
Filed 2026-10-28
Fiscal Wisdom Wealth Management, LLC
INCREASED
Shares52,919 from 40,349
Change+12,570 (+31%)
Value$1.3M (+$298.0K)
Filed 2026-10-16
Werba Rubin Papier Wealth Management
DECREASED
Shares43,498 from 57,393
Change-13,895 (-24%)
Value$1.1M (-$378.4K)
Filed 2026-11-06
CGN Advisors LLC
INCREASED
Shares42,802 from 39,036
Change+3,766 (+10%)
Value$1.1M (+$76.3K)
Filed 2026-10-21
Indivisible Partners
DECREASED
Shares41,321 from 42,992
Change-1,671 (-4%)
Value$1.0M (-$62.8K)
Filed 2026-10-26
Independent Financial Group, LLC
DECREASED
Shares39,935 from 40,619
Change-684 (-2%)
Value$1.0M (-$36.8K)
Filed 2026-10-13
Creative Financial Designs Inc
DECREASED
Shares37,411 from 39,555
Change-2,144 (-5%)
Value$944.6K (-$73.1K)
Filed 2026-11-04
Davenport & Co LLC
INCREASED
Shares35,235 from 31,326
Change+3,909 (+12%)
Value$889.7K (+$83.7K)
Filed 2026-10-14
Pines Wealth Management, LLC
DECREASED
Shares35,054 from 38,186
Change-3,132 (-8%)
Value$885.1K (-$97.4K)
Filed 2026-10-21
Clearwave Capital, LLC
INCREASED
Shares33,147 from 32,834
Change+313 (+1%)
Value$837.0K (-$7.9K)
Filed 2026-10-27
Tcfg Investment Advisors, LLC
DECREASED
Shares28,831 from 29,554
Change-723 (-2%)
Value$728.0K (-$32.4K)
Filed 2026-10-20
Citigroup Inc
INCREASED
Shares28,113 from 26,940
Change+1,173 (+4%)
Value$709.8K (+$16.7K)
Filed 2026-11-04
Jacobi Capital Management LLC
INCREASED
Shares26,336 from 26,037
Change+299 (+1%)
Value$665.0K (-$4.9K)
Filed 2026-11-05
MSH Capital Advisors LLC
NEW
Shares26,076
Change+26,076
Value$658.4K
Filed 2026-11-03
Tortuga Wealth Management, Inc
UNCHANGED
Shares25,693 from 25,693
Change0 (0%)
Value$648.8K (-$12.3K)
Filed 2026-10-27
Dynamic Advisor Solutions LLC
DECREASED
Shares25,616 from 26,660
Change-1,044 (-4%)
Value$646.8K (-$39.2K)
Filed 2026-10-13
Assetmark, Inc
INCREASED
Shares22,535 from 18,603
Change+3,932 (+21%)
Value$569.0K (+$90.4K)
Filed 2026-10-21
Keudell ison Wealth Management
DECREASED
Shares22,152 from 23,640
Change-1,488 (-6%)
Value$559.3K (-$48.9K)
Filed 2026-10-16
Advisortrust Partners, LLC
UNCHANGED
Shares22,020 from 22,020
Change0 (0%)
Value$556.0K (-$10.6K)
Filed 2026-11-02
Boyer Financial Services, Inc.
INCREASED
Shares21,854 from 20,709
Change+1,145 (+6%)
Value$551.8K (+$18.8K)
Filed 2026-10-23
Fifth Third Bancorp
INCREASED
Shares21,522 from 21,417
Change+105 (+0%)
Value$543.4K (-$7.6K)
Filed 2026-11-05
Cullen T Bankers, Inc.
DECREASED
Shares20,399 from 24,016
Change-3,617 (-15%)
Value$515.1K (-$102.8K)
Filed 2026-10-28
Endeavor Private Wealth, Inc.
INCREASED
Shares19,384 from 18,198
Change+1,186 (+7%)
Value$489.5K (+$21.2K)
Filed 2026-11-05
Burford Brothers, Inc.
DECREASED
Shares18,351 from 20,203
Change-1,852 (-9%)
Value$463.4K (-$56.5K)
Filed 2026-10-21
Bank of New York Mellon Corp
INCREASED
Shares18,327 from 16,276
Change+2,051 (+13%)
Value$462.8K (+$44.0K)
Filed 2026-11-05
Strategic Family Wealth Counselors, L.L.C.
UNCHANGED
Shares17,623 from 17,623
Change0 (0%)
Value$445.0K (-$8.5K)
Filed 2026-10-29
Nations Financial Group Inc,
INCREASED
Shares17,038 from 16,484
Change+554 (+3%)
Value$430.2K (+$6.1K)
Filed 2026-11-05
Atria Investments, Inc
INCREASED
Shares16,631 from 12,715
Change+3,916 (+31%)
Value$419.9K (+$92.8K)
Filed 2026-10-15
Hartmann Taylor Wealth Management, LLC
INCREASED
Shares16,450 from 8,950
Change+7,500 (+84%)
Value$415.4K (+$184.5K)
Filed 2026-10-14
Brookstone Capital Management
DECREASED
Shares15,113 from 15,983
Change-870 (-5%)
Value$381.6K (-$29.6K)
Filed 2026-10-22
Cooper Financial Group
NEW
Shares14,423
Change+14,423
Value$364.2K
Filed 2026-10-07
Hunter Associates Investment Management LLC
NEW
Shares14,255
Change+14,255
Value$359.0K
Filed 2026-10-26
Charter Capital Management, Llc\de
INCREASED
Shares13,245 from 10,858
Change+2,387 (+22%)
Value$334.4K (+$55.1K)
Filed 2026-10-28
J. Derek Lewis & Associates Inc.
DECREASED
Shares12,462 from 17,796
Change-5,334 (-30%)
Value$314.7K (-$143.2K)
Filed 2026-11-03
Concurrent Investment Advisors, LLC
DECREASED
Shares12,384 from 13,253
Change-869 (-7%)
Value$312.7K (-$28.3K)
Filed 2026-10-16
Cyndeo Wealth Partners, LLC
DECREASED
Shares12,309 from 39,418
Change-27,109 (-69%)
Value$310.8K (-$703.4K)
Filed 2026-10-16
Diversify Wealth Management, LLC
INCREASED
Shares10,844 from 10,663
Change+181 (+2%)
Value$275.2K (+$1.2K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares10,844 from 10,663
Change+181 (+2%)
Value$275.2K (+$1.2K)
Filed 2026-10-20
Nova Financial LLC
NEW
Shares10,828
Change+10,828
Value$273.4K
Filed 2026-11-04
Summit Global Investments
UNCHANGED
Shares10,739 from 10,739
Change0 (0%)
Value$271.0K (-$5.0K)
Filed 2026-10-28
Private Trust Co NA
UNCHANGED
Shares10,694 from 10,694
Change0 (0%)
Value$270.0K (-$5.1K)
Filed 2026-10-20
Kercheville Advisors, LLC
UNCHANGED
Shares10,620 from 10,620
Change0 (0%)
Value$268.2K (-$5.1K)
Filed 2026-10-19
M Holdings Securities, Inc.
NEW
Shares10,117
Change+10,117
Value$257.0K
Filed 2026-11-03
ProCore Advisors, LLC
UNCHANGED
Shares9,220 from 9,220
Change0 (0%)
Value$232.8K (-$4.4K)
Filed 2026-10-14
Rhodes Investment Advisors Inc
UNCHANGED
Shares8,240 from 8,240
Change0 (0%)
Value$208.1K (-$4.0K)
Filed 2026-10-07
Global Financial Private Client, LLC
UNCHANGED
Shares8,215 from 8,215
Change0 (0%)
Value$207.4K (-$3.9K)
Filed 2026-10-15
Farther Finance Advisors, LLC
INCREASED
Shares7,168 from 608
Change+6,560 (+1079%)
Value$181.0K (+$165.3K)
Filed 2026-10-08
Bare Financial Services, Inc
UNCHANGED
Shares6,521 from 6,521
Change0 (0%)
Value$164.7K (-$3.1K)
Filed 2026-11-04
Allworth Financial LP
UNCHANGED
Shares6,168 from 6,168
Change0 (0%)
Value$158.7K ($0)
Filed 2026-11-06
Spire Wealth Management
INCREASED
Shares5,241 from 5,183
Change+58 (+1%)
Value$132.3K (-$1.0K)
Filed 2026-10-30
Capital Investment Advisory Services, LLC
INCREASED
Shares4,451 from 3,920
Change+531 (+14%)
Value$112.4K (+$11.5K)
Filed 2026-10-30
Hazlett, Burt & Watson, Inc.
DECREASED
Shares4,231 from 6,634
Change-2,403 (-36%)
Value$46.1K (-$64)
Filed 2026-11-04
Signature Equity Partners, LLC
INCREASED
Shares2,422 from 549
Change+1,873 (+341%)
Value$61.2K (+$47.0K)
Filed 2026-10-29
Signature Resources Capital Management, LLC
UNCHANGED
Shares2,128 from 2,128
Change0 (0%)
Value$53.7K (-$1.0K)
Filed 2026-10-16
North Star Investment Management Corp.
NEW
Shares1,405
Change+1,405
Value$35.5K
Filed 2026-10-27
Birchwood Financial Partners, Inc.
INCREASED
Shares1,232 from 1,218
Change+14 (+1%)
Value$31.1K (-$232)
Filed 2026-11-02
CoreCap Advisors, LLC
INCREASED
Shares332 from 193
Change+139 (+72%)
Value$8.4K (+$3.4K)
Filed 2026-10-08
Silver Grove Financial Group, Inc.
DECREASED
Shares290 from 295
Change-5 (-2%)
Value$7.3K (-$267)
Filed 2026-11-05
Downshift Financial, LLC
NEW
Shares8
Change+8
Value$205
Filed 2026-10-13
Thayer Financial, L.L.C.
CLOSED
Shares0 from 461,835
Change-461,835 (-100%)
Value$0 (-$11.9M)
Filed 2026-10-21
Stonebridge Financial Group, LLC
CLOSED
Shares0 from 51,026
Change-51,026 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-01
KWB Wealth
CLOSED
Shares0 from 24,385
Change-24,385 (-100%)
Value$0 (-$627.4K)
Filed 2026-10-16
Beacon Financial Advisory LLC
CLOSED
Shares0 from 22,223
Change-22,223 (-100%)
Value$0 (-$571.8K)
Filed 2026-10-16
Sowell Financial Services LLC
CLOSED
Shares0 from 11,612
Change-11,612 (-100%)
Value$0 (-$298.8K)
Filed 2026-10-23
Johnson Bixby & Associates, LLC
CLOSED
Shares0 from 7,779
Change-7,779 (-100%)
Value$0 (-$200.2K)
Filed 2026-10-14
Gamma Investing LLC
CLOSED
Shares0 from 1,043
Change-1,043 (-100%)
Value$0 (-$26.8K)
Filed 2026-10-08
Lanark Financial, Inc.
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$283)
Filed 2026-10-26
Morgan Stanley
N/A
Shares— from 7,553,728
Change-7,553,728 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 2,661,653
Change-2,661,653 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,539,382
Change-2,539,382 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,373,894
Change-2,373,894 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 2,346,864
Change-2,346,864 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,195,984
Change-2,195,984 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,618,052
Change-1,618,052 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 1,616,748
Change-1,616,748 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,567,873
Change-1,567,873 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,516,230
Change-1,516,230 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 1,423,756
Change-1,423,756 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 1,373,223
Change-1,373,223 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,348,697
Change-1,348,697 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,288,331
Change-1,288,331 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 1,132,665
Change-1,132,665 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 710,000
Change-710,000 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 616,594
Change-616,594 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 579,852
Change-579,852 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 535,206
Change-535,206 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 459,834
Change-459,834 (-100%)
Value—
&partners
N/A
Shares— from 404,845
Change-404,845 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 372,217
Change-372,217 (-100%)
Value—
Cauble & Harre Wealth Management, Inc.
N/A
Shares— from 340,536
Change-340,536 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 287,394
Change-287,394 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 279,445
Change-279,445 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 275,972
Change-275,972 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 223,903
Change-223,903 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 185,674
Change-185,674 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 171,205
Change-171,205 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 169,976
Change-169,976 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 160,455
Change-160,455 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 145,973
Change-145,973 (-100%)
Value—
EQ Wealth Advisors, LLC
N/A
Shares— from 134,922
Change-134,922 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 134,685
Change-134,685 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 129,674
Change-129,674 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 128,871
Change-128,871 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 120,705
Change-120,705 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 119,062
Change-119,062 (-100%)
Value—
Troutman Wealth Management, LLC
N/A
Shares— from 96,524
Change-96,524 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 88,713
Change-88,713 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 86,976
Change-86,976 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 78,816
Change-78,816 (-100%)
Value—
Capital International Investors
N/A
Shares— from 75,208
Change-75,208 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 61,596
Change-61,596 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 55,443
Change-55,443 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 55,345
Change-55,345 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 53,954
Change-53,954 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 53,328
Change-53,328 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 52,860
Change-52,860 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 47,515
Change-47,515 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 41,389
Change-41,389 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 38,724
Change-38,724 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 36,654
Change-36,654 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 34,387
Change-34,387 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 29,253
Change-29,253 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 27,133
Change-27,133 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 25,801
Change-25,801 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 24,517
Change-24,517 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 24,209
Change-24,209 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 22,849
Change-22,849 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 22,849
Change-22,849 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 22,525
Change-22,525 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 21,597
Change-21,597 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 18,381
Change-18,381 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 18,146
Change-18,146 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 18,088
Change-18,088 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 17,117
Change-17,117 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 16,681
Change-16,681 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 16,634
Change-16,634 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 15,426
Change-15,426 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 13,304
Change-13,304 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 12,563
Change-12,563 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 11,706
Change-11,706 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 11,498
Change-11,498 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 11,420
Change-11,420 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 10,005
Change-10,005 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 9,756
Change-9,756 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 9,723
Change-9,723 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 8,987
Change-8,987 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 8,817
Change-8,817 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 7,880
Change-7,880 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 6,105
Change-6,105 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 5,089
Change-5,089 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 3,180
Change-3,180 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 2,900
Change-2,900 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 2,048
Change-2,048 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,472
Change-1,472 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,173
Change-1,173 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 395
Change-395 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 93
Change-93 (-100%)
Value—
Status
LPL Financial LLC
INCREASED8,098,0227,550,294+547,728+7%$194.3M$204.5M+$10.2M2026-11-06
Commonwealth Equity Services, LLC
INCREASED2,369,7192,315,811+53,908+2%$59.6M$59.8M+$249.6K2026-11-02
Merit Financial Group, LLC
INCREASED2,183,4672,005,706+177,761+9%$51.6M$55.1M+$3.5M2026-11-06
Kestra Private Wealth Services, LLC
INCREASED1,458,7101,359,525+99,185+7%$35.0M$36.8M+$1.9M2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED905,411646,055+259,356+40%$16.6M$22.9M+$6.3M2026-10-13
KOM Wealth Management Group, LLC
INCREASED857,54072,305+785,235+1086%$1.9M$21.7M+$19.8M2026-10-15
Wealth Science Advisors LLC
INCREASED670,075352,270+317,805+90%$9.1M$16.9M+$7.9M2026-10-09
Valmark Advisers, Inc.
INCREASED618,593544,385+74,208+14%$14.0M$15.6M+$1.6M2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED604,063425,047+179,016+42%$10.9M$15.3M+$4.3M2026-11-02
Wealthcare Advisory Partners LLC
INCREASED540,5339,513+531,020+5582%$244.8K$13.6M+$13.4M2026-10-21
Landaas & Co
DECREASED537,645571,548-33,903-6%$14.7M$13.6M-$1.1M2026-10-29
Souders Financial Advisors
INCREASED528,242526,722+1,520+0%$13.6M$13.3M-$214.5K2026-11-03
Kestra Investment Management, LLC
INCREASED377,175336,049+41,126+12%$8.6M$9.5M+$877.1K2026-11-04
Lodestone Wealth Management LLC
INCREASED359,008329,266+29,742+9%$8.5M$9.1M+$592.9K2026-10-14
Kestra Advisory Services, LLC
INCREASED307,153227,602+79,551+35%$5.9M$7.8M+$1.9M2026-11-02
Petredis Investment Advisors LLC
INCREASED294,425217,231+77,194+36%$5.6M$7.4M+$1.8M2026-10-20
MGO One Seven LLC
INCREASED267,50613,101+254,405+1942%$337.1K$6.8M+$6.4M2026-10-28
Richards, Merrill & Peterson, Inc.
INCREASED216,812198,353+18,459+9%$5.1M$5.5M+$370.9K2026-10-19
AdvisorNet Financial, Inc
INCREASED177,6093,582+174,027+4858%$92.2K$4.5M+$4.4M2026-10-15
Uptick Partners, LLC
INCREASED173,25096,077+77,173+80%$2.5M$4.4M+$1.9M2026-11-04
NWF Advisory Services Inc.
DECREASED162,581164,130-1,549-1%$4.2M$4.1M-$117.9K2026-10-19
Integras Partners LLC
INCREASED151,491146,024+5,467+4%$3.8M$3.8M+$68.0K2026-10-30
Sovran Advisors, LLC
DECREASED144,909147,186-2,277-2%$3.8M$3.7M-$94.8K2026-11-02
Saxony Capital Management, LLC
INCREASED135,688129,692+5,996+5%$3.3M$3.4M+$89.1K2026-10-15
Truist Financial Corp
INCREASED123,234123,047+187+0%$3.2M$3.1M-$54.3K2026-10-30
International Assets Investment Management, LLC
DECREASED118,399125,550-7,151-6%$3.2M$3.0M-$232.5K2026-11-02
Cannon Financial Strategists, Inc.
DECREASED100,800111,085-10,285-9%$2.9M$2.5M-$313.0K2026-10-19
Weaver Consulting Group
INCREASED92,66684,618+8,048+10%$2.2M$2.3M+$162.6K2026-10-07
Fifth Third Securities, Inc.
NEW88,485—+88,485——$2.2M—2026-10-21
Oppenheimer & Co Inc
INCREASED88,46271,545+16,917+24%$1.8M$2.2M+$392.8K2026-10-26
Freestate Advisors LLC
INCREASED86,15781,340+4,817+6%$2.1M$2.2M+$82.6K2026-10-09
Stewardship Concepts Financial Services LLC
INCREASED82,12670,448+11,678+17%$1.8M$2.1M+$261.1K2026-10-06
IFP Advisors, Inc
DECREASED77,71985,481-7,762-9%$2.2M$2.0M-$237.0K2026-10-16
DeDora Capital, Inc.
DECREASED76,481102,567-26,086-25%$2.6M$1.9M-$707.9K2026-10-26
CLG LLC
DECREASED72,35290,089-17,737-20%$2.3M$1.8M-$491.1K2026-10-13
Ashton Thomas Private Wealth, LLC
INCREASED67,63542,838+24,797+58%$1.1M$1.7M+$605.6K2026-11-03
Smith Thornton Advisors LLC
DECREASED66,99567,273-2780%$1.7M$1.7M-$35.3K2026-10-16
New England Capital Financial Advisors LLC
DECREASED65,33066,000-670-1%$1.7M$1.6M-$48.6K2026-11-03
Prospera Financial Services Inc
INCREASED62,90847,677+15,231+32%$1.2M$1.6M+$372.4K2026-11-04
Financial Management Network Inc
DECREASED57,146173,754-116,608-67%$4.5M$1.4M-$3.0M2026-10-09
LongView Wealth Management
INCREASED57,13340,043+17,090+43%$1.0M$1.4M+$412.3K2026-10-19
D.A. Davidson & Co.
INCREASED56,04745,906+10,141+22%$1.2M$1.4M+$234.0K2026-10-28
Fiscal Wisdom Wealth Management, LLC
INCREASED52,91940,349+12,570+31%$1.0M$1.3M+$298.0K2026-10-16
Werba Rubin Papier Wealth Management
DECREASED43,49857,393-13,895-24%$1.5M$1.1M-$378.4K2026-11-06
CGN Advisors LLC
INCREASED42,80239,036+3,766+10%$1.0M$1.1M+$76.3K2026-10-21
Indivisible Partners
DECREASED41,32142,992-1,671-4%$1.1M$1.0M-$62.8K2026-10-26
Independent Financial Group, LLC
DECREASED39,93540,619-684-2%$1.0M$1.0M-$36.8K2026-10-13
Creative Financial Designs Inc
DECREASED37,41139,555-2,144-5%$1.0M$944.6K-$73.1K2026-11-04
Davenport & Co LLC
INCREASED35,23531,326+3,909+12%$806.0K$889.7K+$83.7K2026-10-14
Pines Wealth Management, LLC
DECREASED35,05438,186-3,132-8%$982.5K$885.1K-$97.4K2026-10-21
Clearwave Capital, LLC
INCREASED33,14732,834+313+1%$844.8K$837.0K-$7.9K2026-10-27
Tcfg Investment Advisors, LLC
DECREASED28,83129,554-723-2%$760.4K$728.0K-$32.4K2026-10-20
Citigroup Inc
INCREASED28,11326,940+1,173+4%$693.2K$709.8K+$16.7K2026-11-04
Jacobi Capital Management LLC
INCREASED26,33626,037+299+1%$669.9K$665.0K-$4.9K2026-11-05
MSH Capital Advisors LLC
NEW26,076—+26,076——$658.4K—2026-11-03
Tortuga Wealth Management, Inc
UNCHANGED25,69325,69300%$661.1K$648.8K-$12.3K2026-10-27
Dynamic Advisor Solutions LLC
DECREASED25,61626,660-1,044-4%$686.0K$646.8K-$39.2K2026-10-13
Assetmark, Inc
INCREASED22,53518,603+3,932+21%$478.7K$569.0K+$90.4K2026-10-21
Keudell ison Wealth Management
DECREASED22,15223,640-1,488-6%$608.3K$559.3K-$48.9K2026-10-16
Advisortrust Partners, LLC
UNCHANGED22,02022,02000%$566.6K$556.0K-$10.6K2026-11-02
Boyer Financial Services, Inc.
INCREASED21,85420,709+1,145+6%$533.1K$551.8K+$18.8K2026-10-23
Fifth Third Bancorp
INCREASED21,52221,417+105+0%$551.1K$543.4K-$7.6K2026-11-05
Cullen T Bankers, Inc.
DECREASED20,39924,016-3,617-15%$617.9K$515.1K-$102.8K2026-10-28
Endeavor Private Wealth, Inc.
INCREASED19,38418,198+1,186+7%$468.2K$489.5K+$21.2K2026-11-05
Burford Brothers, Inc.
DECREASED18,35120,203-1,852-9%$519.8K$463.4K-$56.5K2026-10-21
Bank of New York Mellon Corp
INCREASED18,32716,276+2,051+13%$418.8K$462.8K+$44.0K2026-11-05
Strategic Family Wealth Counselors, L.L.C.
UNCHANGED17,62317,62300%$453.4K$445.0K-$8.5K2026-10-29
Nations Financial Group Inc,
INCREASED17,03816,484+554+3%$424.2K$430.2K+$6.1K2026-11-05
Atria Investments, Inc
INCREASED16,63112,715+3,916+31%$327.2K$419.9K+$92.8K2026-10-15
Hartmann Taylor Wealth Management, LLC
INCREASED16,4508,950+7,500+84%$230.8K$415.4K+$184.5K2026-10-14
Brookstone Capital Management
DECREASED15,11315,983-870-5%$411.2K$381.6K-$29.6K2026-10-22
Cooper Financial Group
NEW14,423—+14,423——$364.2K—2026-10-07
Hunter Associates Investment Management LLC
NEW14,255—+14,255——$359.0K—2026-10-26
Charter Capital Management, Llc\de
INCREASED13,24510,858+2,387+22%$279.4K$334.4K+$55.1K2026-10-28
J. Derek Lewis & Associates Inc.
DECREASED12,46217,796-5,334-30%$457.9K$314.7K-$143.2K2026-11-03
Concurrent Investment Advisors, LLC
DECREASED12,38413,253-869-7%$341.0K$312.7K-$28.3K2026-10-16
Cyndeo Wealth Partners, LLC
DECREASED12,30939,418-27,109-69%$1.0M$310.8K-$703.4K2026-10-16
Diversify Wealth Management, LLC
INCREASED10,84410,663+181+2%$274.1K$275.2K+$1.2K2026-10-20
Diversify Advisory Services, LLC
INCREASED10,84410,663+181+2%$274.1K$275.2K+$1.2K2026-10-20
Nova Financial LLC
NEW10,828—+10,828——$273.4K—2026-11-04
Summit Global Investments
UNCHANGED10,73910,73900%$276.0K$271.0K-$5.0K2026-10-28
Private Trust Co NA
UNCHANGED10,69410,69400%$275.1K$270.0K-$5.1K2026-10-20
Kercheville Advisors, LLC
UNCHANGED10,62010,62000%$273.3K$268.2K-$5.1K2026-10-19
M Holdings Securities, Inc.
NEW10,117—+10,117——$257.0K—2026-11-03
ProCore Advisors, LLC
UNCHANGED9,2209,22000%$237.2K$232.8K-$4.4K2026-10-14
Rhodes Investment Advisors Inc
UNCHANGED8,2408,24000%$212.0K$208.1K-$4.0K2026-10-07
Global Financial Private Client, LLC
UNCHANGED8,2158,21500%$211.4K$207.4K-$3.9K2026-10-15
Farther Finance Advisors, LLC
INCREASED7,168608+6,560+1079%$15.6K$181.0K+$165.3K2026-10-08
Bare Financial Services, Inc
UNCHANGED6,5216,52100%$167.8K$164.7K-$3.1K2026-11-04
Allworth Financial LP
UNCHANGED6,1686,16800%$158.7K$158.7K$02026-11-06
Spire Wealth Management
INCREASED5,2415,183+58+1%$133.4K$132.3K-$1.0K2026-10-30
Capital Investment Advisory Services, LLC
INCREASED4,4513,920+531+14%$100.9K$112.4K+$11.5K2026-10-30
Hazlett, Burt & Watson, Inc.
DECREASED4,2316,634-2,403-36%$46.1K$46.1K-$642026-11-04
Signature Equity Partners, LLC
INCREASED2,422549+1,873+341%$14.1K$61.2K+$47.0K2026-10-29
Signature Resources Capital Management, LLC
UNCHANGED2,1282,12800%$54.8K$53.7K-$1.0K2026-10-16
North Star Investment Management Corp.
NEW1,405—+1,405——$35.5K—2026-10-27
Birchwood Financial Partners, Inc.
INCREASED1,2321,218+14+1%$31.4K$31.1K-$2322026-11-02
CoreCap Advisors, LLC
INCREASED332193+139+72%$5.0K$8.4K+$3.4K2026-10-08
Silver Grove Financial Group, Inc.
DECREASED290295-5-2%$7.6K$7.3K-$2672026-11-05
Downshift Financial, LLC
NEW8—+8——$205—2026-10-13
Thayer Financial, L.L.C.
CLOSED0461,835-461,835-100%$11.9M$0-$11.9M2026-10-21
Stonebridge Financial Group, LLC
CLOSED051,026-51,026-100%$1.3M$0-$1.3M2026-10-01
KWB Wealth
CLOSED024,385-24,385-100%$627.4K$0-$627.4K2026-10-16
Beacon Financial Advisory LLC
CLOSED022,223-22,223-100%$571.8K$0-$571.8K2026-10-16
Sowell Financial Services LLC
CLOSED011,612-11,612-100%$298.8K$0-$298.8K2026-10-23
Johnson Bixby & Associates, LLC
CLOSED07,779-7,779-100%$200.2K$0-$200.2K2026-10-14
Gamma Investing LLC
CLOSED01,043-1,043-100%$26.8K$0-$26.8K2026-10-08
Lanark Financial, Inc.
CLOSED011-11-100%$283$0-$2832026-10-26
Morgan Stanley
N/A—7,553,728-7,553,728-100%$194.4M———
Cetera Investment Advisers
N/A—2,661,653-2,661,653-100%$68.5M———
Wells Fargo & Company
N/A—2,539,382-2,539,382-100%$65.3M———
Jones Financial Companies Lllp
N/A—2,373,894-2,373,894-100%$61.3M———
Capital Group Private Client Services, Inc.
N/A—2,346,864-2,346,864-100%$60.4M———
Envestnet Asset Management Inc
N/A—2,195,984-2,195,984-100%$56.5M———
Royal Bank of Canada
N/A—1,618,052-1,618,052-100%$41.6M———
Benjamin Edwards Inc
N/A—1,616,748-1,616,748-100%$41.6M———
Osaic Holdings, Inc.
N/A—1,567,873-1,567,873-100%$40.3M———
Raymond James Financial Inc
N/A—1,516,230-1,516,230-100%$39.0M———
Wood Tarver Financial Group, LLC
N/A—1,423,756-1,423,756-100%$36.6M———
Baird Financial Group, Inc.
N/A—1,373,223-1,373,223-100%$35.3M———
Stifel Financial Corp
N/A—1,348,697-1,348,697-100%$34.7M———
UBS Group AG
N/A—1,288,331-1,288,331-100%$33.1M———
Bridgewealth Advisory Group, LLC
N/A—1,132,665-1,132,665-100%$29.1M———
Waterloo Capital, L.P.
N/A—710,000-710,000-100%$18.3M———
MML Investors Services, LLC
N/A—616,594-616,594-100%$15.9M———
IAM Advisory, LLC
N/A—579,852-579,852-100%$14.9M———
NewEdge Advisors, LLC
N/A—535,206-535,206-100%$13.8M———
Conservest Capital Advisors, Inc.
N/A—459,834-459,834-100%$11.8M———
&partners
N/A—404,845-404,845-100%$10.4M———
Northwestern Mutual Wealth Management Co
N/A—372,217-372,217-100%$9.6M———
Cauble & Harre Wealth Management, Inc.
N/A—340,536-340,536-100%$8.8M———
Great Valley Advisor Group, Inc.
N/A—287,394-287,394-100%$7.4M———
Private Advisor Group, LLC
N/A—279,445-279,445-100%$7.2M———
SEI Investments Co
N/A—275,972-275,972-100%$7.1M———
Cofg Advisors, LLC
N/A—223,903-223,903-100%$5.8M———
Cerity Partners LLC
N/A—185,674-185,674-100%$4.8M———
Rothschild Investment LLC
N/A—171,205-171,205-100%$4.4M———
J Hagan Capital, Inc.
N/A—169,976-169,976-100%$4.4M———
Captrust Financial Advisors
N/A—160,455-160,455-100%$4.1M———
World Investment Advisors
N/A—145,973-145,973-100%$3.8M———
EQ Wealth Advisors, LLC
N/A—134,922-134,922-100%$3.5M———
Citadel Advisors LLC
N/A—134,685-134,685-100%$3.5M———
Inspire Advisors, LLC
N/A—129,674-129,674-100%$3.3M———
Compton Financial Group, LLC
N/A—128,871-128,871-100%$3.3M———
Natixis Advisors, LLC
N/A—120,705-120,705-100%$3.1M———
BlackDiamond Wealth Management, LLC
N/A—119,062-119,062-100%$3.1M———
Troutman Wealth Management, LLC
N/A—96,524-96,524-100%$2.5M———
Eaton Financial Holdings Company, LLC
N/A—88,713-88,713-100%$2.3M———
Janney Montgomery Scott LLC
N/A—86,976-86,976-100%$2.2M———
Harbour Investments, Inc.
N/A—78,816-78,816-100%$2.0M———
Capital International Investors
N/A—75,208-75,208-100%$1.9M———
Summit Financial, LLC
N/A—61,596-61,596-100%$1.6M———
Perennial Investment Advisors, LLC
N/A—55,443-55,443-100%$1.4M———
Arax Advisory Partners
N/A—55,345-55,345-100%$1.4M———
Equitable Holdings, Inc.
N/A—53,954-53,954-100%$1.4M———
MAI Capital Management
N/A—53,328-53,328-100%$1.4M———
Western Wealth Management, LLC
N/A—52,860-52,860-100%$1.4M———
Steward Partners Investment Advisory, LLC
N/A—47,515-47,515-100%$1.2M———
Founders Financial Alliance, LLC
N/A—41,389-41,389-100%$1.1M———
Mutual Advisors, LLC
N/A—38,724-38,724-100%$996.4K———
Integrated Wealth Concepts LLC
N/A—36,654-36,654-100%$943.1K———
WNY Asset Management, LLC
N/A—34,387-34,387-100%$884.8K———
Orion Porfolio Solutions, LLC
N/A—29,253-29,253-100%$752.7K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—27,133-27,133-100%$698.1K———
Global Retirement Partners, LLC
N/A—25,801-25,801-100%$663.9K———
Aurdan Capital Management, LLC
N/A—24,517-24,517-100%$630.8K———
Bleakley Financial Group, LLC
N/A—24,209-24,209-100%$622.9K———
Aptus Capital Advisors, LLC
N/A—22,849-22,849-100%$587.9K———
Guardian Wealth Advisors, LLC / NC
N/A—22,849-22,849-100%$587.9K———
Gateway Wealth Partners, LLC
N/A—22,525-22,525-100%$579.6K———
Rockefeller Capital Management L.P.
N/A—21,597-21,597-100%$555.7K———
Ausdal Financial Partners, Inc.
N/A—18,381-18,381-100%$473.0K———
Continuum Advisory, LLC
N/A—18,146-18,146-100%$466.9K———
Envestnet Portfolio Solutions, Inc.
N/A—18,088-18,088-100%$465.4K———
BFC Planning, Inc.
N/A—17,117-17,117-100%$440.4K———
Capital Analysts, LLC
N/A—16,681-16,681-100%$430.0K———
Smith, Moore & Co.
N/A—16,634-16,634-100%$428.0K———
Advisory Services Network, LLC
N/A—15,426-15,426-100%$396.9K———
Arkadios Wealth Advisors
N/A—13,304-13,304-100%$342.3K———
Gallagher Fiduciary Advisors, LLC
N/A—12,563-12,563-100%$323.2K———
Ameritas Advisory Services, LLC
N/A—11,706-11,706-100%$301.2K———
Bank of America Corp
N/A—11,498-11,498-100%$295.8K———
Stratos Wealth Partners, Ltd.
N/A—11,420-11,420-100%$293.9K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—10,005-10,005-100%$257.4K———
OneAscent Financial Services LLC
N/A—9,756-9,756-100%$251.0K———
Florida Financial Advisors, LLC
N/A—9,723-9,723-100%$250.2K———
Principal Securities, Inc.
N/A—8,987-8,987-100%$231.2K———
Cvfg LLC
N/A—8,817-8,817-100%$226.9K———
Garrison Point Advisors, LLC
N/A—7,880-7,880-100%$202.8K———
IFG Advisory, LLC
N/A—6,105-6,105-100%$157.1K———
Smartleaf Asset Management LLC
N/A—5,089-5,089-100%$131.1K———
Ameriflex Group, Inc.
N/A—3,180-3,180-100%$81.8K———
Synergy Investment Management, LLC
N/A—2,900-2,900-100%$74.6K———
ST Germain D J Co Inc
N/A—2,048-2,048-100%$52.7K———
JPMorgan Chase & Co
N/A—1,472-1,472-100%$37.9K———
Geneos Wealth Management Inc.
N/A—1,173-1,173-100%$30.2K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—395-395-100%$10.2K———
Tower Research Capital LLC (TRC)
N/A—93-93-100%$2.4K———
Showing 198 of 198 institutions