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Dorchester Minerals LP (DMLP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Adams Asset Advisors, LLC
INCREASED
Shares925,684 from 910,934
Change+14,750 (+2%)
Value$26.0M (+$3.0M)
Filed 2026-10-08
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares842,225 from 842,225
Change0 (0%)
Value$23.6M (+$2.3M)
Filed 2026-10-15
Hollow Brook Wealth Management LLC
UNCHANGED
Shares803,023 from 803,023
Change0 (0%)
Value$22.5M (+$2.2M)
Filed 2026-10-29
Meixler Investment Management, Ltd.
DECREASED
Shares347,866 from 369,041
Change-21,175 (-6%)
Value$9.8M (+$435.9K)
Filed 2026-11-03
Natixis
DECREASED
Shares149,900 from 234,400
Change-84,500 (-36%)
Value$4.2M (-$1.7M)
Filed 2026-11-06
GraniteShares Advisors LLC
DECREASED
Shares109,133 from 126,444
Change-17,311 (-14%)
Value$3.1M (-$132.6K)
Filed 2026-10-29
LPL Financial LLC
INCREASED
Shares86,709 from 84,439
Change+2,270 (+3%)
Value$2.4M (+$299.2K)
Filed 2026-11-06
Everett Harris & Co
UNCHANGED
Shares77,389 from 77,389
Change0 (0%)
Value$2.2M (+$215.9K)
Filed 2026-10-28
Inscription Capital, LLC
UNCHANGED
Shares75,000 from 75,000
Change0 (0%)
Value$2.1M (+$209.3K)
Filed 2026-11-02
Canton Hathaway, LLC
DECREASED
Shares60,395 from 64,920
Change-4,525 (-7%)
Value$1.7M (+$54.2K)
Filed 2026-10-23
Mcdaniel Terry & Co
UNCHANGED
Shares52,423 from 52,423
Change0 (0%)
Value$1.5M (+$146.3K)
Filed 2026-11-05
Burford Brothers, Inc.
DECREASED
Shares50,638 from 51,761
Change-1,123 (-2%)
Value$1.4M (+$112.9K)
Filed 2026-10-21
Community Bank, N.A.
UNCHANGED
Shares50,010 from 50,010
Change0 (0%)
Value$1.4M (+$139.5K)
Filed 2026-11-06
Global Strategic Management Inc
INCREASED
Shares47,250 from 27,050
Change+20,200 (+75%)
Value$1.3M (+$637.0K)
Filed 2026-10-16
Mraz, Amerine & Associates, Inc.
INCREASED
Shares42,587 from 42,532
Change+55 (+0%)
Value$1.2M (+$120.2K)
Filed 2026-10-30
Howard Financial Services, Ltd.
INCREASED
Shares41,585 from 41,474
Change+111 (+0%)
Value$1.2M (+$118.8K)
Filed 2026-10-15
Americana Partners, LLC
DECREASED
Shares39,859 from 40,986
Change-1,127 (-3%)
Value$1.1M (+$82.7K)
Filed 2026-10-28
Lee Financial Co
UNCHANGED
Shares26,605 from 26,605
Change0 (0%)
Value$746.0K (+$74.2K)
Filed 2026-10-16
Allworth Financial LP
INCREASED
Shares23,748 from 3,125
Change+20,623 (+660%)
Value$599.6K (+$520.7K)
Filed 2026-11-06
Albert D Mason Inc
INCREASED
Shares23,553 from 23,140
Change+413 (+2%)
Value$660.4K (+$76.1K)
Filed 2026-10-27
Penn Davis Mcfarland Inc
UNCHANGED
Shares22,530 from 22,530
Change0 (0%)
Value$631.7K (+$62.9K)
Filed 2026-10-23
Garner Asset Management Corp
UNCHANGED
Shares21,803 from 21,803
Change0 (0%)
Value$666.7K (+$116.2K)
Filed 2026-10-30
Geode Capital Management, LLC
DECREASED
Shares21,696 from 29,473
Change-7,777 (-26%)
Value$608.4K (-$135.8K)
Filed 2026-11-06
Apollon Wealth Management, LLC
INCREASED
Shares21,538 from 20,841
Change+697 (+3%)
Value$603.9K (+$77.7K)
Filed 2026-10-23
Redhawk Wealth Advisors, Inc.
INCREASED
Shares21,196 from 17,743
Change+3,453 (+19%)
Value$594.3K (+$146.3K)
Filed 2026-10-14
Split Creek LLC DBA Split Creek Capital LLC
UNCHANGED
Shares20,700 from 20,700
Change0 (0%)
Value$580.4K (+$57.8K)
Filed 2026-11-02
Northside Capital Management, LLC
DECREASED
Shares20,490 from 21,860
Change-1,370 (-6%)
Value$574.5K (+$22.6K)
Filed 2026-10-13
Alps Advisors Inc
NEW
Shares19,490
Change+19,490
Value$546.5K
Filed 2026-11-03
American National Bank & Trust
UNCHANGED
Shares19,190 from 19,190
Change0 (0%)
Value$538.1K (+$53.5K)
Filed 2026-10-07
Lido Advisors, LLC
UNCHANGED
Shares17,326 from 17,326
Change0 (0%)
Value$485.8K (+$48.3K)
Filed 2026-11-04
Barclays PLC
INCREASED
Shares17,008 from 2,640
Change+14,368 (+544%)
Value$476.9K (+$410.2K)
Filed 2026-11-06
Ulland Investment Advisors, LLC
INCREASED
Shares17,000 from 16,000
Change+1,000 (+6%)
Value$477.0K (+$476.6K)
Filed 2026-10-13
Penbrook Management LLC
UNCHANGED
Shares16,225 from 16,225
Change0 (0%)
Value$454.9K (+$45.3K)
Filed 2026-10-16
Soltis Investment Advisors LLC
NEW
Shares15,639
Change+15,639
Value$438.5K
Filed 2026-10-28
Amundi
UNCHANGED
Shares15,542 from 15,542
Change0 (0%)
Value$435.8K (+$43.4K)
Filed 2026-11-06
Larson Financial Group LLC
INCREASED
Shares15,513 from 14,737
Change+776 (+5%)
Value$435.0K (+$62.9K)
Filed 2026-11-05
Creative Planning
INCREASED
Shares15,314 from 9,814
Change+5,500 (+56%)
Value$429.4K (+$181.6K)
Filed 2026-11-02
Savant Capital, LLC
INCREASED
Shares15,029 from 10,886
Change+4,143 (+38%)
Value$421.4K (+$145.6K)
Filed 2026-11-06
Baker Tilly Wealth Management, LLC
INCREASED
Shares14,750 from 14,100
Change+650 (+5%)
Value$413.6K (+$57.6K)
Filed 2026-10-05
Trust Co of Vermont
UNCHANGED
Shares13,766 from 13,766
Change0 (0%)
Value$386.0K (+$38.4K)
Filed 2026-10-21
O'Brien Greene & Co. Inc
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$336.5K (+$33.5K)
Filed 2026-11-05
MGO One Seven LLC
INCREASED
Shares10,599 from 10,265
Change+334 (+3%)
Value$297.2K (+$38.0K)
Filed 2026-10-28
Howland Capital Management LLC
UNCHANGED
Shares10,257 from 10,257
Change0 (0%)
Value$287.6K (+$28.6K)
Filed 2026-10-22
Arrow Investment Advisors, LLC
INCREASED
Shares9,575 from 8,113
Change+1,462 (+18%)
Value$268.5K (+$63.6K)
Filed 2026-11-02
Towerpoint Wealth, LLC
INCREASED
Shares8,466 from 8,093
Change+373 (+5%)
Value$237.4K (+$33.0K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
DECREASED
Shares7,976 from 9,061
Change-1,085 (-12%)
Value$223.7K (-$5.2K)
Filed 2026-11-02
Oppenheimer & Co Inc
NEW
Shares7,180
Change+7,180
Value$201.3K
Filed 2026-10-26
Flagship Harbor Advisors, LLC
DECREASED
Shares7,170 from 10,365
Change-3,195 (-31%)
Value$201.1K (-$60.7K)
Filed 2026-10-26
State of Wyoming
INCREASED
Shares5,308 from 4,964
Change+344 (+7%)
Value$148.8K (+$23.5K)
Filed 2026-10-28
PNC Financial Services Group, Inc.
UNCHANGED
Shares5,070 from 5,070
Change0 (0%)
Value$142.2K (+$14.1K)
Filed 2026-11-06
Madden Securities Corp
NEW
Shares4,040
Change+4,040
Value$113.3K
Filed 2026-10-27
Signaturefd, LLC
INCREASED
Shares3,555 from 3,500
Change+55 (+2%)
Value$99.7K (+$11.3K)
Filed 2026-10-23
EverSource Wealth Advisors, LLC
UNCHANGED
Shares3,061 from 3,061
Change0 (0%)
Value$85.8K (+$8.5K)
Filed 2026-11-04
First Premier Bank
UNCHANGED
Shares2,210 from 2,210
Change0 (0%)
Value$62.0K (+$61.9K)
Filed 2026-10-13
US Bancorp \de\
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$56.1K (+$5.6K)
Filed 2026-11-05
Farther Finance Advisors, LLC
UNCHANGED
Shares1,501 from 1,501
Change0 (0%)
Value$42.1K (+$4.2K)
Filed 2026-10-08
Winch Advisory Services, LLC
INCREASED
Shares1,156 from 1,105
Change+51 (+5%)
Value$32.4K (+$4.5K)
Filed 2026-11-06
Hilltop National Bank
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$28.0K (+$2.8K)
Filed 2026-10-14
Nfsg Corp
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$28.0K (+$2.8K)
Filed 2026-10-15
Simplex Trading, LLC
DECREASED
Shares673 from 818
Change-145 (-18%)
Value$18.9K (-$1.8K)
Filed 2026-11-04
Community Financial Services Group, LLC
UNCHANGED
Shares525 from 525
Change0 (0%)
Value$15.0K (+$1.7K)
Filed 2026-10-15
Avion Wealth
UNCHANGED
Shares512 from 512
Change0 (0%)
Value$14 (+$2)
Filed 2026-11-04
Signature Resources Capital Management, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$14.0K (+$1.4K)
Filed 2026-10-16
Mather Group, Llc.
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$11.2K (+$1.1K)
Filed 2026-10-14
Triumph Capital Management
UNCHANGED
Shares207 from 207
Change0 (0%)
Value$5.8K (+$577)
Filed 2026-10-14
Citigroup Inc
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$1.7K (+$167)
Filed 2026-11-04
Toth Financial Advisory Corp
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$1.1K (+$106)
Filed 2026-10-08
Creative Financial Designs Inc
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$925 (+$92)
Filed 2026-11-04
West Financial Advisors, LLC
INCREASED
Shares32 from 31
Change+1 (+3%)
Value$895 (+$124)
Filed 2026-10-22
Autumn Glory Partners, LLC
CLOSED
Shares0 from 8,000
Change-8,000 (-100%)
Value$0 (-$202.0K)
Filed 2026-10-26
SAX Wealth Advisors, LLC
CLOSED
Shares0 from 7,500
Change-7,500 (-100%)
Value$0 (-$203.3K)
Filed 2026-10-13
Arlington Trust Co LLC
CLOSED
Shares0 from 3,400
Change-3,400 (-100%)
Value$0 (-$85.9K)
Filed 2026-10-20
AdvisorNet Financial, Inc
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$10.1K)
Filed 2026-10-15
Stone House Investment Management, LLC
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$1.0K)
Filed 2026-10-23
Morgan Stanley
N/A
Shares— from 1,039,501
Change-1,039,501 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 852,651
Change-852,651 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 500,743
Change-500,743 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 359,480
Change-359,480 (-100%)
Value—
Royce & Associates LP
N/A
Shares— from 338,629
Change-338,629 (-100%)
Value—
ArchPoint Investors
N/A
Shares— from 314,184
Change-314,184 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 306,149
Change-306,149 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 213,000
Change-213,000 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 176,418
Change-176,418 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 169,403
Change-169,403 (-100%)
Value—
&partners
N/A
Shares— from 164,018
Change-164,018 (-100%)
Value—
ING Groep NV
N/A
Shares— from 150,500
Change-150,500 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 148,948
Change-148,948 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 142,010
Change-142,010 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 137,184
Change-137,184 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 134,571
Change-134,571 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 128,243
Change-128,243 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 128,138
Change-128,138 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 127,589
Change-127,589 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 109,483
Change-109,483 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 107,061
Change-107,061 (-100%)
Value—
UBS Group AG
N/A
Shares— from 106,666
Change-106,666 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 83,550
Change-83,550 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 78,060
Change-78,060 (-100%)
Value—
Resolute Capital, LLC
N/A
Shares— from 69,876
Change-69,876 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 60,041
Change-60,041 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 42,978
Change-42,978 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 39,260
Change-39,260 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 37,736
Change-37,736 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 34,170
Change-34,170 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 33,434
Change-33,434 (-100%)
Value—
Highlander Partners, L.P.
N/A
Shares— from 33,077
Change-33,077 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 32,175
Change-32,175 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 30,371
Change-30,371 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 27,250
Change-27,250 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 26,695
Change-26,695 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 23,617
Change-23,617 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 21,332
Change-21,332 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 19,456
Change-19,456 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 17,532
Change-17,532 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 17,387
Change-17,387 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 16,274
Change-16,274 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 15,855
Change-15,855 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 15,540
Change-15,540 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 15,072
Change-15,072 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 15,072
Change-15,072 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Calydon Capital
N/A
Shares— from 13,771
Change-13,771 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 13,204
Change-13,204 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 13,042
Change-13,042 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 12,650
Change-12,650 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 12,469
Change-12,469 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 12,054
Change-12,054 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 11,599
Change-11,599 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 11,566
Change-11,566 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 11,244
Change-11,244 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 11,001
Change-11,001 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 10,983
Change-10,983 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 10,782
Change-10,782 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 10,580
Change-10,580 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 10,228
Change-10,228 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 8,418
Change-8,418 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 8,142
Change-8,142 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 6,575
Change-6,575 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 4,412
Change-4,412 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,421
Change-2,421 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,791
Change-1,791 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,392
Change-1,392 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 904
Change-904 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 900
Change-900 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 866
Change-866 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 855
Change-855 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 838
Change-838 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 500
Change-500 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 318
Change-318 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 238
Change-238 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 67
Change-67 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 19
Change-19 (-100%)
Value—
Status
Adams Asset Advisors, LLC
INCREASED925,684910,934+14,750+2%$23.0M$26.0M+$3.0M2026-10-08
Turtle Creek Wealth Advisors, LLC
UNCHANGED842,225842,22500%$21.3M$23.6M+$2.3M2026-10-15
Hollow Brook Wealth Management LLC
UNCHANGED803,023803,02300%$20.3M$22.5M+$2.2M2026-10-29
Meixler Investment Management, Ltd.
DECREASED347,866369,041-21,175-6%$9.3M$9.8M+$435.9K2026-11-03
Natixis
DECREASED149,900234,400-84,500-36%$5.9M$4.2M-$1.7M2026-11-06
GraniteShares Advisors LLC
DECREASED109,133126,444-17,311-14%$3.2M$3.1M-$132.6K2026-10-29
LPL Financial LLC
INCREASED86,70984,439+2,270+3%$2.1M$2.4M+$299.2K2026-11-06
Everett Harris & Co
UNCHANGED77,38977,38900%$2.0M$2.2M+$215.9K2026-10-28
Inscription Capital, LLC
UNCHANGED75,00075,00000%$1.9M$2.1M+$209.3K2026-11-02
Canton Hathaway, LLC
DECREASED60,39564,920-4,525-7%$1.6M$1.7M+$54.2K2026-10-23
Mcdaniel Terry & Co
UNCHANGED52,42352,42300%$1.3M$1.5M+$146.3K2026-11-05
Burford Brothers, Inc.
DECREASED50,63851,761-1,123-2%$1.3M$1.4M+$112.9K2026-10-21
Community Bank, N.A.
UNCHANGED50,01050,01000%$1.3M$1.4M+$139.5K2026-11-06
Global Strategic Management Inc
INCREASED47,25027,050+20,200+75%$687.0K$1.3M+$637.0K2026-10-16
Mraz, Amerine & Associates, Inc.
INCREASED42,58742,532+55+0%$1.1M$1.2M+$120.2K2026-10-30
Howard Financial Services, Ltd.
INCREASED41,58541,474+111+0%$1.0M$1.2M+$118.8K2026-10-15
Americana Partners, LLC
DECREASED39,85940,986-1,127-3%$1.0M$1.1M+$82.7K2026-10-28
Lee Financial Co
UNCHANGED26,60526,60500%$671.8K$746.0K+$74.2K2026-10-16
Allworth Financial LP
INCREASED23,7483,125+20,623+660%$78.9K$599.6K+$520.7K2026-11-06
Albert D Mason Inc
INCREASED23,55323,140+413+2%$584.3K$660.4K+$76.1K2026-10-27
Penn Davis Mcfarland Inc
UNCHANGED22,53022,53000%$568.9K$631.7K+$62.9K2026-10-23
Garner Asset Management Corp
UNCHANGED21,80321,80300%$550.5K$666.7K+$116.2K2026-10-30
Geode Capital Management, LLC
DECREASED21,69629,473-7,777-26%$744.2K$608.4K-$135.8K2026-11-06
Apollon Wealth Management, LLC
INCREASED21,53820,841+697+3%$526.2K$603.9K+$77.7K2026-10-23
Redhawk Wealth Advisors, Inc.
INCREASED21,19617,743+3,453+19%$448.0K$594.3K+$146.3K2026-10-14
Split Creek LLC DBA Split Creek Capital LLC
UNCHANGED20,70020,70000%$522.7K$580.4K+$57.8K2026-11-02
Northside Capital Management, LLC
DECREASED20,49021,860-1,370-6%$552.0K$574.5K+$22.6K2026-10-13
Alps Advisors Inc
NEW19,490—+19,490——$546.5K—2026-11-03
American National Bank & Trust
UNCHANGED19,19019,19000%$484.5K$538.1K+$53.5K2026-10-07
Lido Advisors, LLC
UNCHANGED17,32617,32600%$437.5K$485.8K+$48.3K2026-11-04
Barclays PLC
INCREASED17,0082,640+14,368+544%$66.7K$476.9K+$410.2K2026-11-06
Ulland Investment Advisors, LLC
INCREASED17,00016,000+1,000+6%$404$477.0K+$476.6K2026-10-13
Penbrook Management LLC
UNCHANGED16,22516,22500%$409.7K$454.9K+$45.3K2026-10-16
Soltis Investment Advisors LLC
NEW15,639—+15,639——$438.5K—2026-10-28
Amundi
UNCHANGED15,54215,54200%$392.4K$435.8K+$43.4K2026-11-06
Larson Financial Group LLC
INCREASED15,51314,737+776+5%$372.1K$435.0K+$62.9K2026-11-05
Creative Planning
INCREASED15,3149,814+5,500+56%$247.8K$429.4K+$181.6K2026-11-02
Savant Capital, LLC
INCREASED15,02910,886+4,143+38%$275.7K$421.4K+$145.6K2026-11-06
Baker Tilly Wealth Management, LLC
INCREASED14,75014,100+650+5%$356.0K$413.6K+$57.6K2026-10-05
Trust Co of Vermont
UNCHANGED13,76613,76600%$347.6K$386.0K+$38.4K2026-10-21
O'Brien Greene & Co. Inc
UNCHANGED12,00012,00000%$303.0K$336.5K+$33.5K2026-11-05
MGO One Seven LLC
INCREASED10,59910,265+334+3%$259.2K$297.2K+$38.0K2026-10-28
Howland Capital Management LLC
UNCHANGED10,25710,25700%$259.0K$287.6K+$28.6K2026-10-22
Arrow Investment Advisors, LLC
INCREASED9,5758,113+1,462+18%$204.9K$268.5K+$63.6K2026-11-02
Towerpoint Wealth, LLC
INCREASED8,4668,093+373+5%$204.4K$237.4K+$33.0K2026-10-13
Commonwealth Equity Services, LLC
DECREASED7,9769,061-1,085-12%$228.8K$223.7K-$5.2K2026-11-02
Oppenheimer & Co Inc
NEW7,180—+7,180——$201.3K—2026-10-26
Flagship Harbor Advisors, LLC
DECREASED7,17010,365-3,195-31%$261.7K$201.1K-$60.7K2026-10-26
State of Wyoming
INCREASED5,3084,964+344+7%$125.3K$148.8K+$23.5K2026-10-28
PNC Financial Services Group, Inc.
UNCHANGED5,0705,07000%$128.0K$142.2K+$14.1K2026-11-06
Madden Securities Corp
NEW4,040—+4,040——$113.3K—2026-10-27
Signaturefd, LLC
INCREASED3,5553,500+55+2%$88.4K$99.7K+$11.3K2026-10-23
EverSource Wealth Advisors, LLC
UNCHANGED3,0613,06100%$77.3K$85.8K+$8.5K2026-11-04
First Premier Bank
UNCHANGED2,2102,21000%$56$62.0K+$61.9K2026-10-13
US Bancorp \de\
UNCHANGED2,0002,00000%$50.5K$56.1K+$5.6K2026-11-05
Farther Finance Advisors, LLC
UNCHANGED1,5011,50100%$37.9K$42.1K+$4.2K2026-10-08
Winch Advisory Services, LLC
INCREASED1,1561,105+51+5%$27.9K$32.4K+$4.5K2026-11-06
Hilltop National Bank
UNCHANGED1,0001,00000%$25.3K$28.0K+$2.8K2026-10-14
Nfsg Corp
UNCHANGED1,0001,00000%$25.3K$28.0K+$2.8K2026-10-15
Simplex Trading, LLC
DECREASED673818-145-18%$20.7K$18.9K-$1.8K2026-11-04
Community Financial Services Group, LLC
UNCHANGED52552500%$13.3K$15.0K+$1.7K2026-10-15
Avion Wealth
UNCHANGED51251200%$12$14+$22026-11-04
Signature Resources Capital Management, LLC
UNCHANGED50050000%$12.6K$14.0K+$1.4K2026-10-16
Mather Group, Llc.
UNCHANGED40040000%$10.1K$11.2K+$1.1K2026-10-14
Triumph Capital Management
UNCHANGED20720700%$5.2K$5.8K+$5772026-10-14
Citigroup Inc
UNCHANGED606000%$1.5K$1.7K+$1672026-11-04
Toth Financial Advisory Corp
UNCHANGED383800%$955$1.1K+$1062026-10-08
Creative Financial Designs Inc
UNCHANGED333300%$833$925+$922026-11-04
West Financial Advisors, LLC
INCREASED3231+1+3%$771$895+$1242026-10-22
Autumn Glory Partners, LLC
CLOSED08,000-8,000-100%$202.0K$0-$202.0K2026-10-26
SAX Wealth Advisors, LLC
CLOSED07,500-7,500-100%$203.3K$0-$203.3K2026-10-13
Arlington Trust Co LLC
CLOSED03,400-3,400-100%$85.9K$0-$85.9K2026-10-20
AdvisorNet Financial, Inc
CLOSED0400-400-100%$10.1K$0-$10.1K2026-10-15
Stone House Investment Management, LLC
CLOSED040-40-100%$1.0K$0-$1.0K2026-10-23
Morgan Stanley
N/A—1,039,501-1,039,501-100%$26.2M———
Horizon Kinetics Asset Management LLC
N/A—852,651-852,651-100%$21.5M———
MidFirst Bank
N/A—500,743-500,743-100%$12.6M———
Pathstone Holdings, LLC
N/A—359,480-359,480-100%$9.1M———
Royce & Associates LP
N/A—338,629-338,629-100%$8.6M———
ArchPoint Investors
N/A—314,184-314,184-100%$7.9M———
Freestone Capital Holdings, LLC
N/A—306,149-306,149-100%$7.7M———
Texas Yale Capital Corp.
N/A—213,000-213,000-100%$5.4M———
Delta Investment Management, LLC
N/A—176,418-176,418-100%$4.5M———
First Trust Advisors LP
N/A—169,403-169,403-100%$4.3M———
&partners
N/A—164,018-164,018-100%$4.1M———
ING Groep NV
N/A—150,500-150,500-100%$3.8M———
Bank of America Corp
N/A—148,948-148,948-100%$3.8M———
Kingsview Wealth Management, LLC
N/A—142,010-142,010-100%$3.6M———
Jane Street Group, LLC
N/A—137,184-137,184-100%$3.5M———
Royal Bank of Canada
N/A—134,571-134,571-100%$3.4M———
Citadel Advisors LLC
N/A—128,243-128,243-100%$3.2M———
Stifel Financial Corp
N/A—128,138-128,138-100%$3.2M———
Goldman Sachs Group Inc
N/A—127,589-127,589-100%$3.2M———
HRT Financial LP
N/A—109,483-109,483-100%$2.8M———
Geneos Wealth Management Inc.
N/A—107,061-107,061-100%$2.7M———
UBS Group AG
N/A—106,666-106,666-100%$2.7M———
Independent Advisor Alliance
N/A—83,550-83,550-100%$2.1M———
Moors & Cabot, Inc.
N/A—78,060-78,060-100%$2.0M———
Resolute Capital, LLC
N/A—69,876-69,876-100%$1.8M———
Beacon Pointe Advisors, LLC
N/A—60,041-60,041-100%$1.5M———
Cresset Asset Management, LLC
N/A—42,978-42,978-100%$1.1M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—39,260-39,260-100%$991.3K———
Invesco Ltd.
N/A—37,736-37,736-100%$952.8K———
Rockefeller Capital Management L.P.
N/A—34,170-34,170-100%$862.8K———
MAI Capital Management
N/A—33,434-33,434-100%$844.2K———
Highlander Partners, L.P.
N/A—33,077-33,077-100%$835.2K———
GSA Capital Partners LLP
N/A—32,175-32,175-100%$812.0K———
Raymond James Financial Inc
N/A—30,371-30,371-100%$766.9K———
Glenmede Trust Co NA
N/A—27,250-27,250-100%$688.1K———
Wells Fargo & Company
N/A—26,695-26,695-100%$674.0K———
HighTower Advisors, LLC
N/A—23,617-23,617-100%$596.3K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—21,332-21,332-100%$538.6K———
BBR Partners, LLC
N/A—19,456-19,456-100%$491.3K———
Peapack Gladstone Financial Corp
N/A—17,532-17,532-100%$443.0K———
SageGuard Financial Group, LLC
N/A—17,387-17,387-100%$439.0K———
Foundations Investment Advisors, LLC
N/A—16,274-16,274-100%$410.9K———
Tidal Investments LLC
N/A—15,855-15,855-100%$400.3K———
Cetera Investment Advisers
N/A—15,540-15,540-100%$392.4K———
49 Wealth Management, LLC
N/A—15,072-15,072-100%$380.6K———
Alongside, LLC
N/A—15,072-15,072-100%$380.6K———
Argent Trust Co
N/A—15,000-15,000-100%$378.8K———
Calydon Capital
N/A—13,771-13,771-100%$347.7K———
Mariner, LLC
N/A—13,204-13,204-100%$333.4K———
Inspire Advisors, LLC
N/A—13,042-13,042-100%$329.3K———
Advisory Services Network, LLC
N/A—12,650-12,650-100%$319.4K———
Rexford Capital Inc
N/A—12,469-12,469-100%$314.8K———
Susquehanna International Group, LLP
N/A—12,054-12,054-100%$304.4K———
N.E.W. Advisory Services LLC
N/A—11,599-11,599-100%$292.9K———
Fort Sheridan Advisors LLC
N/A—11,566-11,566-100%$292.0K———
Essex Financial Services, Inc.
N/A—11,244-11,244-100%$283.9K———
Stonebridge Financial Group, LLC
N/A—11,001-11,001-100%$277.0K———
One Charles Private Wealth Services, LLC
N/A—10,983-10,983-100%$277.3K———
BNP Paribas Financial Markets
N/A—10,782-10,782-100%$272.2K———
Clarity Financial LLC
N/A—10,580-10,580-100%$267.1K———
State of Tennessee, Department of Treasury
N/A—10,228-10,228-100%$258.3K———
Choate Investment Advisors
N/A—8,418-8,418-100%$212.6K———
Two Sigma Securities, LLC
N/A—8,142-8,142-100%$205.6K———
Northwestern Mutual Wealth Management Co
N/A—6,575-6,575-100%$166.0K———
Jones Financial Companies Lllp
N/A—4,412-4,412-100%$113.1K———
Osaic Holdings, Inc.
N/A—2,421-2,421-100%$61.1K———
Arax Advisory Partners
N/A—1,791-1,791-100%$45.2K———
BlackRock, Inc.
N/A—1,392-1,392-100%$35.1K———
Atlantic Union Bankshares Corp
N/A—1,200-1,200-100%$30.3K———
PIN OAK Investment Advisors Inc
N/A—1,000-1,000-100%$25.0K———
Bessemer Group Inc
N/A—904-904-100%$23.0K———
Harbour Investments, Inc.
N/A—900-900-100%$22.7K———
Crewe Advisors LLC
N/A—866-866-100%$21.9K———
Graney & King, LLC
N/A—855-855-100%$21.6K———
Tower Research Capital LLC (TRC)
N/A—838-838-100%$21.2K———
Smithfield Trust Co
N/A—500-500-100%$13———
Group One Trading LLC
N/A—318-318-100%$8.0K———
Rothschild Investment LLC
N/A—250-250-100%$6.3K———
NewEdge Advisors, LLC
N/A—238-238-100%$6.0K———
Beaird Harris Wealth Management, LLC
N/A—150-150-100%$3.8K———
Ankerstar Wealth, LLC
N/A—67-67-100%$1.7K———
Swan Capital LLC
N/A—60-60-100%$1.5K———
Mcguire Capital Advisors Inc
N/A—19-19-100%$490———
Showing 157 of 157 institutions