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Cornerstone Strategic Invest (CLM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Warberg Asset Management LLC
INCREASED
Shares2,174,887 from 1,836,581
Change+338,306 (+18%)
Value$13.9M (+$34.7K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares1,031,838 from 1,093,299
Change-61,461 (-6%)
Value$6.6M (-$1.7M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares310,281 from 319,209
Change-8,928 (-3%)
Value$2.0M (-$427.4K)
Filed 2026-11-02
Creative Planning
DECREASED
Shares240,286 from 277,113
Change-36,827 (-13%)
Value$1.5M (-$557.1K)
Filed 2026-11-02
J.W. Cole Advisors, Inc.
DECREASED
Shares205,642 from 211,424
Change-5,782 (-3%)
Value$1.3M (-$282.3K)
Filed 2026-11-05
StoneX Group Inc.
INCREASED
Shares198,840 from 151,920
Change+46,920 (+31%)
Value$1.3M (+$124.0K)
Filed 2026-11-03
Thrivent Financial for Lutherans
INCREASED
Shares164,939 from 145,939
Change+19,000 (+13%)
Value$1.1M (-$47.0K)
Filed 2026-11-05
Creative Financial Designs Inc
INCREASED
Shares148,828 from 132,993
Change+15,835 (+12%)
Value$952.5K (-$52.9K)
Filed 2026-11-04
Winebrenner Capital Management LLC
DECREASED
Shares135,754 from 158,000
Change-22,246 (-14%)
Value$868.8K (-$325.7K)
Filed 2026-10-07
Advisory Solutions Group, LLC
INCREASED
Shares122,369 from 97,879
Change+24,490 (+25%)
Value$783.2K (+$43.2K)
Filed 2026-10-14
Independent Financial Group, LLC
DECREASED
Shares109,942 from 111,901
Change-1,959 (-2%)
Value$703.6K (-$142.3K)
Filed 2026-10-13
Encompass More Asset Management
INCREASED
Shares89,893 from 89,506
Change+387 (+0%)
Value$575.3K (-$101.4K)
Filed 2026-10-16
Meridian Wealth Management, LLC
INCREASED
Shares83,653 from 35,062
Change+48,591 (+139%)
Value$535.4K (+$270.3K)
Filed 2026-11-05
Dynamic Advisor Solutions LLC
INCREASED
Shares54,680 from 54,125
Change+555 (+1%)
Value$350.0K (-$59.2K)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares53,457 from 51,892
Change+1,565 (+3%)
Value$342.1K (-$50.2K)
Filed 2026-11-02
SeaCrest Wealth Management, LLC
INCREASED
Shares50,322 from 39,161
Change+11,161 (+29%)
Value$322.1K (+$26.0K)
Filed 2026-10-21
Integrity Alliance, Llc.
INCREASED
Shares44,639 from 16,693
Change+27,946 (+167%)
Value$285.7K (+$159.5K)
Filed 2026-10-29
Firethorn Wealth Partners, LLC
INCREASED
Shares44,393 from 42,157
Change+2,236 (+5%)
Value$284.1K (-$34.6K)
Filed 2026-10-14
MGO One Seven LLC
INCREASED
Shares42,449 from 35,273
Change+7,176 (+20%)
Value$271.7K (+$5.0K)
Filed 2026-10-28
Prospera Financial Services Inc
DECREASED
Shares41,030 from 54,917
Change-13,887 (-25%)
Value$246.2K (-$169.0K)
Filed 2026-11-04
Chicago Partners Investment Group LLC
INCREASED
Shares38,849 from 25,023
Change+13,826 (+55%)
Value$233.5K (+$54.3K)
Filed 2026-10-27
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares31,804 from 23,533
Change+8,271 (+35%)
Value$205.5K (+$25.9K)
Filed 2026-10-13
PNC Financial Services Group, Inc.
INCREASED
Shares31,100 from 1,250
Change+29,850 (+2388%)
Value$199.0K (+$189.6K)
Filed 2026-11-06
Concurrent Investment Advisors, LLC
NEW
Shares29,513
Change+29,513
Value$188.9K
Filed 2026-10-16
Koshinski Asset Management, Inc.
NEW
Shares28,497
Change+28,497
Value$182.4K
Filed 2026-10-29
HF Advisory Group, LLC
INCREASED
Shares26,642 from 25,484
Change+1,158 (+5%)
Value$170.5K (-$22.2K)
Filed 2026-10-09
Kestra Private Wealth Services, LLC
DECREASED
Shares25,877 from 26,328
Change-451 (-2%)
Value$165.6K (-$33.4K)
Filed 2026-10-30
Lanark Financial, Inc.
UNCHANGED
Shares25,205 from 25,205
Change0 (0%)
Value$161.3K (-$29.2K)
Filed 2026-10-26
Bison Wealth, LLC
NEW
Shares23,615
Change+23,615
Value$156.1K
Filed 2026-10-13
Capital CS Group, LLC
INCREASED
Shares17,823 from 17,437
Change+386 (+2%)
Value$114.1K (-$17.8K)
Filed 2026-10-29
CoreCap Advisors, LLC
DECREASED
Shares17,392 from 59,850
Change-42,458 (-71%)
Value$111.3K (-$341.2K)
Filed 2026-10-08
Vise Technologies, Inc.
NEW
Shares16,188
Change+16,188
Value$103.6K
Filed 2026-10-29
Accurate Wealth Management, LLC
INCREASED
Shares16,188 from 14,163
Change+2,025 (+14%)
Value$107.2K (-$899)
Filed 2026-10-20
Private Trust Co NA
UNCHANGED
Shares14,514 from 14,514
Change0 (0%)
Value$92.9K (-$16.8K)
Filed 2026-10-20
Bluedoor Private Wealth, LLC
INCREASED
Shares14,053 from 13,916
Change+137 (+1%)
Value$89.9K (-$15.3K)
Filed 2026-11-05
A4 Wealth Advisors LLC
UNCHANGED
Shares14,022 from 14,022
Change0 (0%)
Value$89.7K (-$16.3K)
Filed 2026-10-20
Larson Financial Group LLC
DECREASED
Shares13,831 from 20,083
Change-6,252 (-31%)
Value$88.5K (-$63.3K)
Filed 2026-11-05
Redhawk Wealth Advisors, Inc.
INCREASED
Shares13,773 from 13,063
Change+710 (+5%)
Value$88.1K (-$10.6K)
Filed 2026-10-14
Davenport & Co LLC
UNCHANGED
Shares12,773 from 12,773
Change0 (0%)
Value$81.7K (-$14.8K)
Filed 2026-10-14
Oppenheimer & Co Inc
NEW
Shares12,000
Change+12,000
Value$76.8K
Filed 2026-10-26
Harbor Investment Advisory, LLC
UNCHANGED
Shares11,204 from 11,204
Change0 (0%)
Value$71.7K (-$13.0K)
Filed 2026-10-13
B. Riley Wealth Advisors, Inc.
NEW
Shares10,850
Change+10,850
Value$69.4K
Filed 2026-10-13
Taylor Securities Services, Inc.
INCREASED
Shares10,555 from 10,487
Change+68 (+1%)
Value$67.5K (-$11.7K)
Filed 2026-10-20
Smith Chas P & Associates PA Cpas
DECREASED
Shares10,000 from 15,663
Change-5,663 (-36%)
Value$61.8K (-$56.6K)
Filed 2026-10-22
Farther Finance Advisors, LLC
INCREASED
Shares5,379 from 2,686
Change+2,693 (+100%)
Value$34.4K (+$14.1K)
Filed 2026-10-08
Ascentis Independent Advisors
NEW
Shares3,610
Change+3,610
Value$23.1K
Filed 2026-11-03
Tsfg, LLC
INCREASED
Shares3,025 from 2,856
Change+169 (+6%)
Value$19 (-$3)
Filed 2026-10-23
Assetmark, Inc
INCREASED
Shares2,123 from 1,256
Change+867 (+69%)
Value$13.6K (+$4.1K)
Filed 2026-10-21
Spire Wealth Management
INCREASED
Shares1,863 from 1,759
Change+104 (+6%)
Value$11.9K (-$1.4K)
Filed 2026-10-30
Duncker Streett & Co Inc
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$6.4K (-$1.2K)
Filed 2026-10-27
Godsey & Gibb, Inc
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$6.4K (-$1.2K)
Filed 2026-10-14
Highline Wealth Partners LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$2.6K (-$464)
Filed 2026-10-19
First Horizon Corp
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$1.3K (-$232)
Filed 2026-10-26
Mirador Capital Partners LP
CLOSED
Shares0 from 78,738
Change-78,738 (-100%)
Value$0 (-$595.3K)
Filed 2026-10-09
Buska Wealth Management, LLC
CLOSED
Shares0 from 30,596
Change-30,596 (-100%)
Value$0 (-$231.3K)
Filed 2026-10-08
BIP Wealth, LLC
CLOSED
Shares0 from 20,898
Change-20,898 (-100%)
Value$0 (-$158.0K)
Filed 2026-10-22
Clearstead Advisors, LLC
CLOSED
Shares0 from 17,880
Change-17,880 (-100%)
Value$0 (-$135.2K)
Filed 2026-11-06
Wedbush Securities Inc
CLOSED
Shares0 from 17,850
Change-17,850 (-100%)
Value$0 (-$135.0K)
Filed 2026-10-22
Secure Asset Management, LLC
CLOSED
Shares0 from 17,065
Change-17,065 (-100%)
Value$0 (-$129.0K)
Filed 2026-10-19
Evolution Wealth Management Inc.
CLOSED
Shares0 from 14,568
Change-14,568 (-100%)
Value$0 (-$110.1K)
Filed 2026-10-28
NWF Advisory Services Inc.
CLOSED
Shares0 from 13,500
Change-13,500 (-100%)
Value$0 (-$102.1K)
Filed 2026-10-19
RMR Wealth Builders
CLOSED
Shares0 from 12,560
Change-12,560 (-100%)
Value$0 (-$95.0K)
Filed 2026-10-22
Lido Advisors, LLC
CLOSED
Shares0 from 10,482
Change-10,482 (-100%)
Value$0 (-$79.2K)
Filed 2026-11-04
Everett Harris & Co
CLOSED
Shares0 from 10,205
Change-10,205 (-100%)
Value$0 (-$77.1K)
Filed 2026-10-28
Compass Financial Management LLC
CLOSED
Shares0 from 6,960
Change-6,960 (-100%)
Value$0 (-$52.0K)
Filed 2026-10-30
US Bancorp \de\
CLOSED
Shares0 from 6,500
Change-6,500 (-100%)
Value$0 (-$49.1K)
Filed 2026-11-05
LifeSteps Financial, Inc.
CLOSED
Shares0 from 3,000
Change-3,000 (-100%)
Value$0 (-$22.7K)
Filed 2026-10-15
New England Capital Financial Advisors LLC
CLOSED
Shares0 from 1,358
Change-1,358 (-100%)
Value$0 ($0)
Filed 2026-11-03
GoalVest Advisory LLC
CLOSED
Shares0 from 928
Change-928 (-100%)
Value$0 (-$7.0K)
Filed 2026-10-02
Albion Financial Group
CLOSED
Shares0 from 530
Change-530 (-100%)
Value$0 (-$4.0K)
Filed 2026-10-21
Gill Capital Partners, LLC
CLOSED
Shares0 from 29
Change-29 (-100%)
Value$0 (-$219)
Filed 2026-10-13
First Command Advisory Services, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-05
Alpine Global Management, LLC
N/A
Shares— from 6,833,682
Change-6,833,682 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 6,736,737
Change-6,736,737 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 4,492,919
Change-4,492,919 (-100%)
Value—
Quarry LP
N/A
Shares— from 3,476,236
Change-3,476,236 (-100%)
Value—
Sculptor Capital LP
N/A
Shares— from 3,325,694
Change-3,325,694 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,016,078
Change-3,016,078 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 2,586,106
Change-2,586,106 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,558,231
Change-1,558,231 (-100%)
Value—
Cable Car Capital, LPA
N/A
Shares— from 1,274,106
Change-1,274,106 (-100%)
Value—
Almitas Capital LLC
N/A
Shares— from 661,789
Change-661,789 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 629,931
Change-629,931 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 560,243
Change-560,243 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 503,994
Change-503,994 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 484,530
Change-484,530 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 388,773
Change-388,773 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 333,993
Change-333,993 (-100%)
Value—
Yakira Capital Management, Inc.
N/A
Shares— from 311,396
Change-311,396 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 233,414
Change-233,414 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 178,155
Change-178,155 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 110,719
Change-110,719 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 109,968
Change-109,968 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 107,590
Change-107,590 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 92,708
Change-92,708 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 88,603
Change-88,603 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 83,516
Change-83,516 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 79,026
Change-79,026 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 74,406
Change-74,406 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 65,260
Change-65,260 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 62,116
Change-62,116 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 59,467
Change-59,467 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 59,049
Change-59,049 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 58,350
Change-58,350 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 49,081
Change-49,081 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 44,268
Change-44,268 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 41,258
Change-41,258 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 33,089
Change-33,089 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 32,449
Change-32,449 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 30,479
Change-30,479 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 28,733
Change-28,733 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 27,500
Change-27,500 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 26,634
Change-26,634 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 23,328
Change-23,328 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 22,847
Change-22,847 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 21,400
Change-21,400 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 20,493
Change-20,493 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 20,084
Change-20,084 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
UBS Group AG
N/A
Shares— from 18,476
Change-18,476 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 18,101
Change-18,101 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 17,754
Change-17,754 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 17,670
Change-17,670 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 16,550
Change-16,550 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 15,916
Change-15,916 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 15,700
Change-15,700 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 14,008
Change-14,008 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 13,184
Change-13,184 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 12,912
Change-12,912 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 11,910
Change-11,910 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 11,531
Change-11,531 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 11,128
Change-11,128 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 10,760
Change-10,760 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 10,016
Change-10,016 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 8,161
Change-8,161 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 5,500
Change-5,500 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 3,700
Change-3,700 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 3,630
Change-3,630 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 3,387
Change-3,387 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,923
Change-1,923 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,908
Change-1,908 (-100%)
Value—
Thomas J. Herzfeld Advisors, Inc.
N/A
Shares— from 1,187
Change-1,187 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 1,164
Change-1,164 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 898
Change-898 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 407
Change-407 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 232
Change-232 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 204
Change-204 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Warberg Asset Management LLC
INCREASED2,174,8871,836,581+338,306+18%$13.9M$13.9M+$34.7K2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED1,031,8381,093,299-61,461-6%$8.3M$6.6M-$1.7M2026-11-02
Commonwealth Equity Services, LLC
DECREASED310,281319,209-8,928-3%$2.4M$2.0M-$427.4K2026-11-02
Creative Planning
DECREASED240,286277,113-36,827-13%$2.1M$1.5M-$557.1K2026-11-02
J.W. Cole Advisors, Inc.
DECREASED205,642211,424-5,782-3%$1.6M$1.3M-$282.3K2026-11-05
StoneX Group Inc.
INCREASED198,840151,920+46,920+31%$1.1M$1.3M+$124.0K2026-11-03
Thrivent Financial for Lutherans
INCREASED164,939145,939+19,000+13%$1.1M$1.1M-$47.0K2026-11-05
Creative Financial Designs Inc
INCREASED148,828132,993+15,835+12%$1.0M$952.5K-$52.9K2026-11-04
Winebrenner Capital Management LLC
DECREASED135,754158,000-22,246-14%$1.2M$868.8K-$325.7K2026-10-07
Advisory Solutions Group, LLC
INCREASED122,36997,879+24,490+25%$740.0K$783.2K+$43.2K2026-10-14
Independent Financial Group, LLC
DECREASED109,942111,901-1,959-2%$846.0K$703.6K-$142.3K2026-10-13
Encompass More Asset Management
INCREASED89,89389,506+387+0%$676.7K$575.3K-$101.4K2026-10-16
Meridian Wealth Management, LLC
INCREASED83,65335,062+48,591+139%$265.1K$535.4K+$270.3K2026-11-05
Dynamic Advisor Solutions LLC
INCREASED54,68054,125+555+1%$409.2K$350.0K-$59.2K2026-10-13
Kestra Advisory Services, LLC
INCREASED53,45751,892+1,565+3%$392.3K$342.1K-$50.2K2026-11-02
SeaCrest Wealth Management, LLC
INCREASED50,32239,161+11,161+29%$296.1K$322.1K+$26.0K2026-10-21
Integrity Alliance, Llc.
INCREASED44,63916,693+27,946+167%$126.2K$285.7K+$159.5K2026-10-29
Firethorn Wealth Partners, LLC
INCREASED44,39342,157+2,236+5%$318.7K$284.1K-$34.6K2026-10-14
MGO One Seven LLC
INCREASED42,44935,273+7,176+20%$266.7K$271.7K+$5.0K2026-10-28
Prospera Financial Services Inc
DECREASED41,03054,917-13,887-25%$415.2K$246.2K-$169.0K2026-11-04
Chicago Partners Investment Group LLC
INCREASED38,84925,023+13,826+55%$179.2K$233.5K+$54.3K2026-10-27
Wealth Enhancement Advisory Services, LLC
INCREASED31,80423,533+8,271+35%$179.6K$205.5K+$25.9K2026-10-13
PNC Financial Services Group, Inc.
INCREASED31,1001,250+29,850+2388%$9.5K$199.0K+$189.6K2026-11-06
Concurrent Investment Advisors, LLC
NEW29,513—+29,513——$188.9K—2026-10-16
Koshinski Asset Management, Inc.
NEW28,497—+28,497——$182.4K—2026-10-29
HF Advisory Group, LLC
INCREASED26,64225,484+1,158+5%$192.7K$170.5K-$22.2K2026-10-09
Kestra Private Wealth Services, LLC
DECREASED25,87726,328-451-2%$199.0K$165.6K-$33.4K2026-10-30
Lanark Financial, Inc.
UNCHANGED25,20525,20500%$190.5K$161.3K-$29.2K2026-10-26
Bison Wealth, LLC
NEW23,615—+23,615——$156.1K—2026-10-13
Capital CS Group, LLC
INCREASED17,82317,437+386+2%$131.8K$114.1K-$17.8K2026-10-29
CoreCap Advisors, LLC
DECREASED17,39259,850-42,458-71%$452.5K$111.3K-$341.2K2026-10-08
Vise Technologies, Inc.
NEW16,188—+16,188——$103.6K—2026-10-29
Accurate Wealth Management, LLC
INCREASED16,18814,163+2,025+14%$108.1K$107.2K-$8992026-10-20
Private Trust Co NA
UNCHANGED14,51414,51400%$109.7K$92.9K-$16.8K2026-10-20
Bluedoor Private Wealth, LLC
INCREASED14,05313,916+137+1%$105.2K$89.9K-$15.3K2026-11-05
A4 Wealth Advisors LLC
UNCHANGED14,02214,02200%$106.0K$89.7K-$16.3K2026-10-20
Larson Financial Group LLC
DECREASED13,83120,083-6,252-31%$151.8K$88.5K-$63.3K2026-11-05
Redhawk Wealth Advisors, Inc.
INCREASED13,77313,063+710+5%$98.8K$88.1K-$10.6K2026-10-14
Davenport & Co LLC
UNCHANGED12,77312,77300%$96.6K$81.7K-$14.8K2026-10-14
Oppenheimer & Co Inc
NEW12,000—+12,000——$76.8K—2026-10-26
Harbor Investment Advisory, LLC
UNCHANGED11,20411,20400%$84.7K$71.7K-$13.0K2026-10-13
B. Riley Wealth Advisors, Inc.
NEW10,850—+10,850——$69.4K—2026-10-13
Taylor Securities Services, Inc.
INCREASED10,55510,487+68+1%$79.3K$67.5K-$11.7K2026-10-20
Smith Chas P & Associates PA Cpas
DECREASED10,00015,663-5,663-36%$118.4K$61.8K-$56.6K2026-10-22
Farther Finance Advisors, LLC
INCREASED5,3792,686+2,693+100%$20.3K$34.4K+$14.1K2026-10-08
Ascentis Independent Advisors
NEW3,610—+3,610——$23.1K—2026-11-03
Tsfg, LLC
INCREASED3,0252,856+169+6%$22$19-$32026-10-23
Assetmark, Inc
INCREASED2,1231,256+867+69%$9.5K$13.6K+$4.1K2026-10-21
Spire Wealth Management
INCREASED1,8631,759+104+6%$13.3K$11.9K-$1.4K2026-10-30
Duncker Streett & Co Inc
UNCHANGED1,0001,00000%$7.6K$6.4K-$1.2K2026-10-27
Godsey & Gibb, Inc
UNCHANGED1,0001,00000%$7.6K$6.4K-$1.2K2026-10-14
Highline Wealth Partners LLC
UNCHANGED40040000%$3.0K$2.6K-$4642026-10-19
First Horizon Corp
UNCHANGED20020000%$1.5K$1.3K-$2322026-10-26
Mirador Capital Partners LP
CLOSED078,738-78,738-100%$595.3K$0-$595.3K2026-10-09
Buska Wealth Management, LLC
CLOSED030,596-30,596-100%$231.3K$0-$231.3K2026-10-08
BIP Wealth, LLC
CLOSED020,898-20,898-100%$158.0K$0-$158.0K2026-10-22
Clearstead Advisors, LLC
CLOSED017,880-17,880-100%$135.2K$0-$135.2K2026-11-06
Wedbush Securities Inc
CLOSED017,850-17,850-100%$135.0K$0-$135.0K2026-10-22
Secure Asset Management, LLC
CLOSED017,065-17,065-100%$129.0K$0-$129.0K2026-10-19
Evolution Wealth Management Inc.
CLOSED014,568-14,568-100%$110.1K$0-$110.1K2026-10-28
NWF Advisory Services Inc.
CLOSED013,500-13,500-100%$102.1K$0-$102.1K2026-10-19
RMR Wealth Builders
CLOSED012,560-12,560-100%$95.0K$0-$95.0K2026-10-22
Lido Advisors, LLC
CLOSED010,482-10,482-100%$79.2K$0-$79.2K2026-11-04
Everett Harris & Co
CLOSED010,205-10,205-100%$77.1K$0-$77.1K2026-10-28
Compass Financial Management LLC
CLOSED06,960-6,960-100%$52.0K$0-$52.0K2026-10-30
US Bancorp \de\
CLOSED06,500-6,500-100%$49.1K$0-$49.1K2026-11-05
LifeSteps Financial, Inc.
CLOSED03,000-3,000-100%$22.7K$0-$22.7K2026-10-15
New England Capital Financial Advisors LLC
CLOSED01,358-1,358-100%$0$0$02026-11-03
GoalVest Advisory LLC
CLOSED0928-928-100%$7.0K$0-$7.0K2026-10-02
Albion Financial Group
CLOSED0530-530-100%$4.0K$0-$4.0K2026-10-21
Gill Capital Partners, LLC
CLOSED029-29-100%$219$0-$2192026-10-13
First Command Advisory Services, Inc.
UNCHANGED000—$0$0$02026-11-05
Alpine Global Management, LLC
N/A—6,833,682-6,833,682-100%$51.7M———
Boothbay Fund Management, LLC
N/A—6,736,737-6,736,737-100%$50.9M———
PFG Investments, LLC
N/A—4,492,919-4,492,919-100%$34.0M———
Quarry LP
N/A—3,476,236-3,476,236-100%$26.3M———
Sculptor Capital LP
N/A—3,325,694-3,325,694-100%$25.1M———
Osaic Holdings, Inc.
N/A—3,016,078-3,016,078-100%$22.8M———
LPL Financial LLC
N/A—2,586,106-2,586,106-100%$19.6M———
Cetera Investment Advisers
N/A—1,558,231-1,558,231-100%$11.8M———
Cable Car Capital, LPA
N/A—1,274,106-1,274,106-100%$9.6M———
Almitas Capital LLC
N/A—661,789-661,789-100%$5.0M———
Cohen & Steers, Inc.
N/A—629,931-629,931-100%$4.8M———
Morgan Stanley
N/A—560,243-560,243-100%$4.2M———
WJ Financial Advisors LLC
N/A—503,994-503,994-100%$3.8M———
Perennial Investment Advisors, LLC
N/A—484,530-484,530-100%$3.7M———
Raymond James Financial Inc
N/A—388,773-388,773-100%$2.9M———
Stratos Wealth Partners, Ltd.
N/A—333,993-333,993-100%$2.5M———
Yakira Capital Management, Inc.
N/A—311,396-311,396-100%$2.4M———
Kovack Advisors, Inc.
N/A—233,414-233,414-100%$1.8M———
Baird Financial Group, Inc.
N/A—178,155-178,155-100%$1.3M———
Aptus Capital Advisors, LLC
N/A—110,719-110,719-100%$837.0K———
Marex Group Ltd
N/A—109,968-109,968-100%$831.4K———
Savvy Advisors, Inc.
N/A—107,590-107,590-100%$813.4K———
AE Wealth Management LLC
N/A—92,708-92,708-100%$700.9K———
XTX Topco Ltd
N/A—88,603-88,603-100%$669.8K———
Focus Partners Wealth
N/A—83,516-83,516-100%$631.4K———
CreativeOne Wealth, LLC
N/A—79,026-79,026-100%$597.4K———
Benjamin Edwards Inc
N/A—74,406-74,406-100%$562.5K———
Garden State Investment Advisory Services LLC
N/A—65,260-65,260-100%$493.4K———
Private Advisor Group, LLC
N/A—62,116-62,116-100%$469.6K———
Envestnet Asset Management Inc
N/A—59,467-59,467-100%$449.6K———
HighTower Advisors, LLC
N/A—59,049-59,049-100%$446.4K———
Stifel Financial Corp
N/A—58,350-58,350-100%$441.1K———
Toronto Dominion Bank
N/A—50,000-50,000-100%$378.0K———
Gladstone Institutional Advisory LLC
N/A—49,081-49,081-100%$371.1K———
OneAscent Family Office, LLC
N/A—44,268-44,268-100%$334.7K———
BlackRock, Inc.
N/A—41,258-41,258-100%$311.9K———
Pathstone Holdings, LLC
N/A—33,089-33,089-100%$250.2K———
Mariner, LLC
N/A—32,449-32,449-100%$245.3K———
Foundations Investment Advisors, LLC
N/A—30,479-30,479-100%$230.4K———
EP Wealth Advisors, LLC
N/A—28,733-28,733-100%$217.2K———
Ameriflex Group, Inc.
N/A—27,500-27,500-100%$207.9K———
Rockefeller Capital Management L.P.
N/A—26,634-26,634-100%$201.4K———
Virtu Financial LLC
N/A—23,328-23,328-100%$176.0K———
Becker Capital Management Inc
N/A—22,847-22,847-100%$172.7K———
Sequoia Financial Advisors, LLC
N/A—21,400-21,400-100%$161.8K———
Clear Street Group Inc.
N/A—20,493-20,493-100%$154.9K———
Sanctuary Advisors, LLC
N/A—20,084-20,084-100%$151.8K———
Marshall Financial Group, LLC
N/A—20,000-20,000-100%$151.2K———
UBS Group AG
N/A—18,476-18,476-100%$139.7K———
NewEdge Advisors, LLC
N/A—18,101-18,101-100%$136.8K———
Summit Financial, LLC
N/A—17,754-17,754-100%$134.2K———
World Investment Advisors
N/A—17,670-17,670-100%$134.5K———
Susquehanna International Group, LLP
N/A—16,550-16,550-100%$125.1K———
Ameriprise Financial Inc
N/A—15,916-15,916-100%$120.3K———
Strategic Financial Concepts, LLC
N/A—15,700-15,700-100%$118.7K———
Mosaic Family Wealth Partners, LLC
N/A—14,008-14,008-100%$105.9K———
Two Sigma Securities, LLC
N/A—13,184-13,184-100%$99.7K———
Integrated Wealth Concepts LLC
N/A—12,912-12,912-100%$97.6K———
Allworth Financial LP
N/A—11,910-11,910-100%$90.0K———
Evergreen Wealth Partners LLC
N/A—11,531-11,531-100%$87.2K———
Kingsview Wealth Management, LLC
N/A—11,128-11,128-100%$84.1K———
OneDigital Investment Advisors LLC
N/A—10,760-10,760-100%$81.3K———
Valmark Advisers, Inc.
N/A—10,016-10,016-100%$75.7K———
Highland Investment Advisors LLC
N/A—8,161-8,161-100%$61.7K———
Atlantic Union Bankshares Corp
N/A—5,500-5,500-100%$41.6K———
Corsicana & Co.
N/A—3,700-3,700-100%$28.0K———
Fortis Group Advisors, LLC
N/A—3,630-3,630-100%$27.4K———
JPMorgan Chase & Co
N/A—3,387-3,387-100%$25.2K———
Aventura Private Wealth, LLC
N/A—2,500-2,500-100%$18.9K———
SHP Wealth Management
N/A—2,500-2,500-100%$18.9K———
Arax Advisory Partners
N/A—1,923-1,923-100%$14.5K———
Northwestern Mutual Wealth Management Co
N/A—1,908-1,908-100%$14.4K———
Thomas J. Herzfeld Advisors, Inc.
N/A—1,187-1,187-100%$9.0K———
Hantz Financial Services, Inc.
N/A—1,164-1,164-100%$9———
Avalon Trust Co
N/A—1,000-1,000-100%$7.6K———
Roble, Belko & Company, Inc
N/A—898-898-100%$7———
Harbour Investments, Inc.
N/A—407-407-100%$3.1K———
Tower Research Capital LLC (TRC)
N/A—232-232-100%$1.8K———
Wells Fargo & Company
N/A—204-204-100%$1.5K———
Walsh & Associates, LLC
N/A—11-11-100%$83———
Steward Partners Investment Advisory, LLC
N/A—1-1-100%$4———
Showing 153 of 153 institutions