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Virtus Infracap US Pref Stck (PFFA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares2,056,833 from 2,144,834
Change-88,001 (-4%)
Value$40.6M (-$3.5M)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares1,594,948 from 1,496,322
Change+98,626 (+7%)
Value$31.5M (+$721.0K)
Filed 2026-11-02
Garner Asset Management Corp
NEW
Shares726,249
Change+726,249
Value$13.7M
Filed 2026-10-30
AdvisorNet Financial, Inc
INCREASED
Shares382,027 from 357,220
Change+24,807 (+7%)
Value$7.3M (-$5.4K)
Filed 2026-10-15
Lido Advisors, LLC
INCREASED
Shares366,353 from 284,284
Change+82,069 (+29%)
Value$7.2M (+$1.4M)
Filed 2026-11-04
MGO One Seven LLC
NEW
Shares290,956
Change+290,956
Value$5.7M
Filed 2026-10-28
Venture Visionary Partners LLC
INCREASED
Shares287,882 from 271,983
Change+15,899 (+6%)
Value$5.7M (+$91.0K)
Filed 2026-10-07
Adams Asset Advisors, LLC
NEW
Shares285,821
Change+285,821
Value$5.6M
Filed 2026-10-08
Integrity Alliance, Llc.
INCREASED
Shares275,421 from 78,569
Change+196,852 (+251%)
Value$5.4M (+$3.8M)
Filed 2026-10-29
Davenport & Co LLC
INCREASED
Shares257,078 from 234,803
Change+22,275 (+9%)
Value$5.1M (+$247.4K)
Filed 2026-10-14
Kestra Advisory Services, LLC
DECREASED
Shares216,749 from 217,134
Change-385 (0%)
Value$4.3M (-$185.6K)
Filed 2026-11-02
Future Financial Wealth Managment LLC
INCREASED
Shares211,139 from 187,587
Change+23,552 (+13%)
Value$4.2M (+$333.8K)
Filed 2026-10-15
Commonwealth Equity Services, LLC
INCREASED
Shares203,992 from 189,899
Change+14,093 (+7%)
Value$4.0M (+$122.6K)
Filed 2026-11-02
Sound Income Strategies, LLC
DECREASED
Shares194,991 from 199,272
Change-4,281 (-2%)
Value$3.8M (-$287.0K)
Filed 2026-10-09
Independent Financial Group, LLC
DECREASED
Shares187,165 from 190,749
Change-3,584 (-2%)
Value$3.7M (-$227.2K)
Filed 2026-10-13
Investment Partners Asset Management, Inc.
INCREASED
Shares136,263 from 115,046
Change+21,217 (+18%)
Value$2.7M (+$324.7K)
Filed 2026-10-09
Merit Financial Group, LLC
DECREASED
Shares116,350 from 118,014
Change-1,664 (-1%)
Value$2.3M (-$129.6K)
Filed 2026-11-06
TT Capital Management LLC
INCREASED
Shares114,650 from 86,150
Change+28,500 (+33%)
Value$2.3M (+$492.2K)
Filed 2026-10-15
Sheets Smith Wealth Management
DECREASED
Shares113,471 from 113,975
Change-504 (0%)
Value$2.2M (-$103.4K)
Filed 2026-10-16
Nfsg Corp
INCREASED
Shares110,905 from 104,145
Change+6,760 (+6%)
Value$2.2M (+$48.1K)
Filed 2026-10-15
AlphaCore Capital LLC
INCREASED
Shares108,107 from 76,179
Change+31,928 (+42%)
Value$2.1M (+$568.1K)
Filed 2026-11-04
Hedeker Wealth, LLC
INCREASED
Shares100,185 from 96,469
Change+3,716 (+4%)
Value$2.0M (-$5.7K)
Filed 2026-10-23
TradeWell Securities, Llc.
INCREASED
Shares95,915 from 81,913
Change+14,002 (+17%)
Value$1.9M (+$209.4K)
Filed 2026-10-21
Secure Asset Management, LLC
INCREASED
Shares91,098 from 80,972
Change+10,126 (+13%)
Value$1.8M (+$133.6K)
Filed 2026-10-19
Urban Wealth Management, LLC
DECREASED
Shares87,796 from 112,207
Change-24,411 (-22%)
Value$1.7M (-$574.1K)
Filed 2026-10-21
Belpointe Asset Management LLC
INCREASED
Shares82,266 from 52,401
Change+29,865 (+57%)
Value$1.6M (+$546.9K)
Filed 2026-11-09
Moneco Advisors, LLC
DECREASED
Shares82,264 from 84,040
Change-1,776 (-2%)
Value$1.6M (-$104.0K)
Filed 2026-11-05
Wealthcare Advisory Partners LLC
INCREASED
Shares81,354 from 51,639
Change+29,715 (+58%)
Value$1.6M (+$544.5K)
Filed 2026-10-21
Wealthstar Advisors, LLC
INCREASED
Shares79,306 from 70,789
Change+8,517 (+12%)
Value$1.6M (+$110.2K)
Filed 2026-10-19
Global Retirement Partners, LLC
DECREASED
Shares78,922 from 79,198
Change-276 (0%)
Value$1.6M (-$70.4K)
Filed 2026-11-10
Samalin Investment Counsel, LLC
DECREASED
Shares71,166 from 84,571
Change-13,405 (-16%)
Value$1.4M (-$334.1K)
Filed 2026-10-23
HighTower Advisors, LLC
INCREASED
Shares69,267 from 67,313
Change+1,954 (+3%)
Value$1.4M (-$16.6K)
Filed 2026-11-10
Fiduciary Group, LLC
INCREASED
Shares65,803 from 48,502
Change+17,301 (+36%)
Value$1.3M (+$301.9K)
Filed 2026-11-10
Allworth Financial LP
INCREASED
Shares62,934 from 62,918
Change+16 (+0%)
Value$1.3M (+$325)
Filed 2026-11-06
Signature Equity Partners, LLC
INCREASED
Shares61,548 from 55,288
Change+6,260 (+11%)
Value$1.2M (+$78.3K)
Filed 2026-10-29
World Equity Group, Inc.
DECREASED
Shares60,357 from 79,787
Change-19,430 (-24%)
Value$1.2M (-$449.2K)
Filed 2026-10-14
Pasadena Private Wealth, LLC
INCREASED
Shares59,316 from 55,876
Change+3,440 (+6%)
Value$1.2M (+$22.1K)
Filed 2026-11-10
Truist Financial Corp
INCREASED
Shares53,459 from 45,126
Change+8,333 (+18%)
Value$1.1M (+$127.6K)
Filed 2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares52,757 from 40,255
Change+12,502 (+31%)
Value$1.0M (+$188.1K)
Filed 2026-10-13
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares52,400 from 52,400
Change0 (0%)
Value$1.0M (-$43.0K)
Filed 2026-11-04
Guilbault Capital LLC
INCREASED
Shares51,542 from 29,766
Change+21,776 (+73%)
Value$1.0M (+$405.7K)
Filed 2026-10-28
Foguth Wealth Management, Llc.
DECREASED
Shares49,463 from 654,919
Change-605,456 (-92%)
Value$950.2K (-$12.6M)
Filed 2026-10-19
Abel Hall, LLC
UNCHANGED
Shares47,500 from 47,500
Change0 (0%)
Value$938.1K (-$39.0K)
Filed 2026-10-19
OxenFree Capital LLC
DECREASED
Shares47,167 from 48,261
Change-1,094 (-2%)
Value$931.1K (-$78.1K)
Filed 2026-10-07
Bank of New York Mellon Corp
INCREASED
Shares43,615 from 37,390
Change+6,225 (+17%)
Value$861.4K (+$92.3K)
Filed 2026-11-05
First Heartland Consultants, Inc.
INCREASED
Shares41,740 from 31,932
Change+9,808 (+31%)
Value$824.4K (+$167.5K)
Filed 2026-10-08
B. Riley Wealth Advisors, Inc.
INCREASED
Shares38,569 from 35,123
Change+3,446 (+10%)
Value$761.7K (+$36.1K)
Filed 2026-10-13
HighPoint Advisor Group LLC
DECREASED
Shares38,436 from 39,342
Change-906 (-2%)
Value$759.1K (-$50.2K)
Filed 2026-11-09
SAX Wealth Advisors, LLC
NEW
Shares37,322
Change+37,322
Value$737.1K
Filed 2026-10-13
Seven Springs Wealth Group, LLC
NEW
Shares35,460
Change+35,460
Value$700.3K
Filed 2026-11-10
Jcsd Capital, LLC
INCREASED
Shares31,000 from 14,000
Change+17,000 (+121%)
Value$612.3K (+$324.3K)
Filed 2026-11-06
Atlas Wealth Partners, LLC
INCREASED
Shares30,850 from 30,400
Change+450 (+1%)
Value$609.3K (-$16.0K)
Filed 2026-11-03
Rhodes Investment Advisors Inc
INCREASED
Shares30,275 from 26,525
Change+3,750 (+14%)
Value$597.9K (+$52.3K)
Filed 2026-10-07
Choreo, LLC
INCREASED
Shares30,203 from 13,409
Change+16,794 (+125%)
Value$596.4K (+$320.5K)
Filed 2026-10-28
Mcdonald Partners LLC
UNCHANGED
Shares30,000 from 30,000
Change0 (0%)
Value$592.5K (-$24.6K)
Filed 2026-11-03
D.A. Davidson & Co.
DECREASED
Shares29,897 from 30,497
Change-600 (-2%)
Value$590.5K (-$36.9K)
Filed 2026-10-28
Farther Finance Advisors, LLC
INCREASED
Shares29,442 from 26,356
Change+3,086 (+12%)
Value$581.5K (+$39.3K)
Filed 2026-10-08
NWF Advisory Services Inc.
INCREASED
Shares28,732 from 27,347
Change+1,385 (+5%)
Value$567.5K (+$4.9K)
Filed 2026-10-19
Beacon Financial Advisory LLC
DECREASED
Shares25,832 from 26,258
Change-426 (-2%)
Value$510.2K (-$29.9K)
Filed 2026-10-16
Triumph Capital Management
INCREASED
Shares25,341 from 23,149
Change+2,192 (+9%)
Value$500.5K (+$24.3K)
Filed 2026-10-14
Oppenheimer & Co Inc
INCREASED
Shares24,407 from 24,228
Change+179 (+1%)
Value$482.0K (-$16.3K)
Filed 2026-10-26
Ascentis Independent Advisors
NEW
Shares23,672
Change+23,672
Value$467.5K
Filed 2026-11-03
Scheeler Financial LLC
NEW
Shares22,672
Change+22,672
Value$447.8K
Filed 2026-10-13
Tactive Advisors, LLC
INCREASED
Shares21,023 from 16,766
Change+4,257 (+25%)
Value$415.2K (+$70.3K)
Filed 2026-10-08
Wedbush Securities Inc
NEW
Shares20,569
Change+20,569
Value$406.0K
Filed 2026-10-22
Magnus Financial Group LLC
UNCHANGED
Shares19,613 from 19,613
Change0 (0%)
Value$387.3K (-$16.1K)
Filed 2026-10-21
RFG Advisory, LLC
DECREASED
Shares19,231 from 22,679
Change-3,448 (-15%)
Value$379.8K (-$86.7K)
Filed 2026-11-03
J.W. Cole Advisors, Inc.
INCREASED
Shares18,607 from 18,302
Change+305 (+2%)
Value$367.5K (-$9.0K)
Filed 2026-11-05
Smith Chas P & Associates PA Cpas
UNCHANGED
Shares18,000 from 18,000
Change0 (0%)
Value$345.8K (-$24.5K)
Filed 2026-10-22
Seros Financial, LLC
DECREASED
Shares17,866 from 21,196
Change-3,330 (-16%)
Value$352.9K (-$83.2K)
Filed 2026-10-21
Kelleher Financial Advisors
INCREASED
Shares17,290 from 17,049
Change+241 (+1%)
Value$341.5K (-$9.2K)
Filed 2026-10-30
Prospera Financial Services Inc
DECREASED
Shares17,088 from 33,981
Change-16,893 (-50%)
Value$317.2K (-$381.9K)
Filed 2026-11-04
Victory Financial Group, LLC
DECREASED
Shares16,845 from 21,057
Change-4,212 (-20%)
Value$332.7K (-$100.5K)
Filed 2026-10-27
Cooper Financial Group
INCREASED
Shares16,040 from 15,690
Change+350 (+2%)
Value$316.8K (-$5.9K)
Filed 2026-10-07
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares15,894 from 27,203
Change-11,309 (-42%)
Value$313.9K (-$245.7K)
Filed 2026-11-04
IFP Advisors, Inc
INCREASED
Shares14,196 from 2,088
Change+12,108 (+580%)
Value$280.4K (+$237.4K)
Filed 2026-10-16
Fifth Third Bancorp
DECREASED
Shares13,955 from 23,098
Change-9,143 (-40%)
Value$275.6K (-$199.5K)
Filed 2026-11-05
Silverlake Wealth Management LLC
INCREASED
Shares13,870 from 13,319
Change+551 (+4%)
Value$273.9K (-$56)
Filed 2026-10-21
Red Door Wealth Management, LLC
INCREASED
Shares12,987 from 12,664
Change+323 (+3%)
Value$256.5K (-$4.0K)
Filed 2026-11-10
Harbour Investments, Inc.
DECREASED
Shares12,951 from 16,004
Change-3,053 (-19%)
Value$255.8K (-$73.4K)
Filed 2026-11-09
Cascade Investment Group, Inc.
DECREASED
Shares12,750 from 14,800
Change-2,050 (-14%)
Value$251.8K (-$52.6K)
Filed 2026-10-13
HUB Investment Partners, LLC
INCREASED
Shares12,706 from 10,104
Change+2,602 (+26%)
Value$250.9K (+$43.1K)
Filed 2026-11-03
Fortis Capital Advisors, LLC
NEW
Shares12,650
Change+12,650
Value$249.8K
Filed 2026-11-09
Almanack Investment Partners, Llc.
DECREASED
Shares12,491 from 19,063
Change-6,572 (-34%)
Value$246.7K (-$145.4K)
Filed 2026-11-03
Apollon Wealth Management, LLC
DECREASED
Shares11,910 from 13,950
Change-2,040 (-15%)
Value$235.2K (-$51.7K)
Filed 2026-10-23
UBS Group AG
INCREASED
Shares11,793 from 4,924
Change+6,869 (+140%)
Value$232.9K (+$131.6K)
Filed 2026-11-10
Fortitude Advisory Group L.L.C.
UNCHANGED
Shares11,627 from 11,627
Change0 (0%)
Value$229.6K (-$9.5K)
Filed 2026-10-15
Columbia Advisory Partners LLC
INCREASED
Shares11,211 from 9,778
Change+1,433 (+15%)
Value$221.4K (+$20.3K)
Filed 2026-10-15
Pine Valley Investments Ltd Liability Co
DECREASED
Shares10,975 from 11,800
Change-825 (-7%)
Value$216.8K (-$26.0K)
Filed 2026-11-09
Rareview Capital LLC
NEW
Shares10,595
Change+10,595
Value$209.2K
Filed 2026-11-05
Private Trust Co NA
UNCHANGED
Shares10,312 from 10,312
Change0 (0%)
Value$203.7K (-$8.5K)
Filed 2026-10-20
RPS Advisory Solutions LLC
UNCHANGED
Shares10,038 from 10,038
Change0 (0%)
Value$198.3K (-$8.2K)
Filed 2026-11-09
Great Waters Wealth Management
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$197.5K (-$8.2K)
Filed 2026-10-07
Rossby Financial, LCC
NEW
Shares9,467
Change+9,467
Value$187.0K
Filed 2026-11-05
Signaturefd, LLC
DECREASED
Shares7,913 from 8,310
Change-397 (-5%)
Value$156.3K (-$14.7K)
Filed 2026-10-23
EverSource Wealth Advisors, LLC
INCREASED
Shares5,941 from 5,229
Change+712 (+14%)
Value$117.3K (+$9.8K)
Filed 2026-11-04
TD Waterhouse Canada Inc.
INCREASED
Shares5,331 from 5,000
Change+331 (+7%)
Value$105.4K (+$1.5K)
Filed 2026-10-16
Luminist Capital LLC
UNCHANGED
Shares4,691 from 4,691
Change0 (0%)
Value$92.6K (-$3.8K)
Filed 2026-11-10
Simplex Trading, LLC
INCREASED
Shares4,471 from 1,334
Change+3,137 (+235%)
Value$88.3K (+$60.9K)
Filed 2026-11-04
IFG Advisory, LLC
INCREASED
Shares4,450 from 4,412
Change+38 (+1%)
Value$87.9K (-$2.9K)
Filed 2026-11-09
Geneos Wealth Management Inc.
INCREASED
Shares4,225 from 4,193
Change+32 (+1%)
Value$83.4K (-$2.8K)
Filed 2026-11-09
Blair William & Co
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$79.0K (-$3.3K)
Filed 2026-11-10
CNB Bank
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$49.4K (-$2.1K)
Filed 2026-11-09
Lanark Financial, Inc.
UNCHANGED
Shares2,247 from 2,247
Change0 (0%)
Value$44.4K (-$1.8K)
Filed 2026-10-26
Clearstead Advisors, LLC
INCREASED
Shares2,237 from 405
Change+1,832 (+452%)
Value$44.2K (+$35.9K)
Filed 2026-11-06
Signature Resources Capital Management, LLC
NEW
Shares2,000
Change+2,000
Value$39.5K
Filed 2026-10-16
Central Trust Co
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$39.5K (-$1.6K)
Filed 2026-11-05
Nova Financial LLC
NEW
Shares1,712
Change+1,712
Value$33.8K
Filed 2026-11-04
Noble Wealth Management PBC
NEW
Shares1,500
Change+1,500
Value$29.6K
Filed 2026-10-01
PNC Financial Services Group, Inc.
UNCHANGED
Shares1,361 from 1,361
Change0 (0%)
Value$26.9K (-$1.1K)
Filed 2026-11-06
Aspect Partners, LLC
INCREASED
Shares1,185 from 1,156
Change+29 (+3%)
Value$23.4K (-$365)
Filed 2026-10-20
Roxbury Financial LLC
UNCHANGED
Shares1,109 from 1,109
Change0 (0%)
Value$21.9K (-$909)
Filed 2026-10-01
Heritage Family Offices, LLP
NEW
Shares1,077
Change+1,077
Value$21.3K
Filed 2026-11-02
Spire Wealth Management
DECREASED
Shares1,000 from 4,144
Change-3,144 (-76%)
Value$19.8K (-$65.5K)
Filed 2026-10-30
Cape Investment Advisory, Inc.
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$15.8K (-$656)
Filed 2026-10-13
Roble, Belko & Company, Inc
INCREASED
Shares706 from 380
Change+326 (+86%)
Value$14.0K (+$14.0K)
Filed 2026-11-09
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$13.8K (-$574)
Filed 2026-10-14
Assetmark, Inc
DECREASED
Shares509 from 545
Change-36 (-7%)
Value$10.1K (-$1.2K)
Filed 2026-10-21
Cassaday & Co Wealth Management LLC
NEW
Shares500
Change+500
Value$9.9K
Filed 2026-10-27
Virginia Estate & Retirement Planning Advisors Inc.
NEW
Shares500
Change+500
Value$9.9K
Filed 2026-10-14
Chung Wu Investment Group, LLC
DECREASED
Shares300 from 13,200
Change-12,900 (-98%)
Value$5.9K (-$265.6K)
Filed 2026-11-03
Parallel Advisors, LLC
UNCHANGED
Shares291 from 291
Change0 (0%)
Value$5.8K (-$239)
Filed 2026-11-03
Latitude Advisors, LLC
NEW
Shares274
Change+274
Value$5.4K
Filed 2026-10-27
City State Bank
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$4.4K (-$184)
Filed 2026-10-20
GK Wealth Management LLC
NEW
Shares190
Change+190
Value$3.8K
Filed 2026-10-09
Trust Co of Vermont
NEW
Shares180
Change+180
Value$3.6K
Filed 2026-10-21
First Command Advisory Services, Inc.
NEW
Shares178
Change+178
Value$3.5K
Filed 2026-11-05
Virtus Advisers, LLC
INCREASED
Shares159 from 146
Change+13 (+9%)
Value$3.1K (+$137)
Filed 2026-11-09
Caldwell Sutter Capital, Inc.
NEW
Shares150
Change+150
Value$3.0K
Filed 2026-11-09
Highline Wealth Partners LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$3.0K (-$123)
Filed 2026-10-19
West Financial Advisors, LLC
INCREASED
Shares135 from 131
Change+4 (+3%)
Value$2.7K (-$42)
Filed 2026-10-22
Key Capital Management, Inc
DECREASED
Shares102 from 231
Change-129 (-56%)
Value$2.0K (-$2.7K)
Filed 2026-11-03
Avion Wealth
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$1 (-$1)
Filed 2026-11-04
Archer Investment Corp
INCREASED
Shares63 from 62
Change+1 (+2%)
Value$1.3K (-$20)
Filed 2026-11-05
SJS Investment Consulting Inc.
INCREASED
Shares48 from 47
Change+1 (+2%)
Value$944 (-$14)
Filed 2026-10-26
Larson Financial Group LLC
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$652 (-$27)
Filed 2026-11-05
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$632 (-$27)
Filed 2026-10-23
Jefferies Financial Group Inc.
CLOSED
Shares0 from 118,913
Change-118,913 (-100%)
Value$0 (-$2.4M)
Filed 2026-11-05
Mezzasalma Advisors, LLC
CLOSED
Shares0 from 89,891
Change-89,891 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-14
Level Four Advisory Services, LLC
CLOSED
Shares0 from 24,070
Change-24,070 (-100%)
Value$0 (-$495.1K)
Filed 2026-11-06
Arete Wealth Advisors, LLC
CLOSED
Shares0 from 12,327
Change-12,327 (-100%)
Value$0 (-$253.6K)
Filed 2026-11-09
Prevail Innovative Wealth Advisors, LLC
CLOSED
Shares0 from 11,934
Change-11,934 (-100%)
Value$0 (-$245.5K)
Filed 2026-10-20
Walser Wealth Management Company, A Ltd Liability Co
CLOSED
Shares0 from 11,260
Change-11,260 (-100%)
Value$0 (-$231.6K)
Filed 2026-10-15
Founders Financial Alliance, LLC
CLOSED
Shares0 from 9,885
Change-9,885 (-100%)
Value$0 (-$203.3K)
Filed 2026-11-10
Tsfg, LLC
CLOSED
Shares0 from 1,405
Change-1,405 (-100%)
Value$0 (-$29.0K)
Filed 2026-10-23
Toth Financial Advisory Corp
CLOSED
Shares0 from 1,180
Change-1,180 (-100%)
Value$0 (-$24.3K)
Filed 2026-10-08
Founders Capital Management
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$20.6K)
Filed 2026-10-13
Salem Investment Counselors Inc
CLOSED
Shares0 from 925
Change-925 (-100%)
Value$0 (-$19.0K)
Filed 2026-10-13
Bangor Savings Bank
CLOSED
Shares0 from 812
Change-812 (-100%)
Value$0 (-$16.7K)
Filed 2026-10-06
Key FInancial Inc
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$10.3K)
Filed 2026-11-02
FMR LLC
CLOSED
Shares0 from 149
Change-149 (-100%)
Value$0 (-$3.1K)
Filed 2026-11-10
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 141
Change-141 (-100%)
Value$0 (-$2.9K)
Filed 2026-11-06
Decker Retirement Planning Inc.
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$1.0K)
Filed 2026-10-19
JFS Wealth Advisors, LLC
CLOSED
Shares0 from 45
Change-45 (-100%)
Value$0 (-$926)
Filed 2026-11-03
Russell Investments Group, Ltd.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$21)
Filed 2026-11-06
Huntington National Bank
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$21)
Filed 2026-11-10
Melia Wealth LLC
N/A
Shares— from 1,461,685
Change-1,461,685 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,250,971
Change-1,250,971 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,028,444
Change-1,028,444 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 951,440
Change-951,440 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 801,143
Change-801,143 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 540,484
Change-540,484 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 507,070
Change-507,070 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 497,225
Change-497,225 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 461,496
Change-461,496 (-100%)
Value—
Anderson Financial Strategies, LLC
N/A
Shares— from 397,868
Change-397,868 (-100%)
Value—
Infrastructure Capital Advisors, LLC
N/A
Shares— from 283,867
Change-283,867 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 233,694
Change-233,694 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 217,583
Change-217,583 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 180,120
Change-180,120 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 150,615
Change-150,615 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 111,621
Change-111,621 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 110,650
Change-110,650 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 110,484
Change-110,484 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 109,948
Change-109,948 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 96,297
Change-96,297 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 82,105
Change-82,105 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 79,475
Change-79,475 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 74,000
Change-74,000 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 73,628
Change-73,628 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 71,864
Change-71,864 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 59,609
Change-59,609 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 56,449
Change-56,449 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 56,430
Change-56,430 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 54,736
Change-54,736 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 52,001
Change-52,001 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 51,541
Change-51,541 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 45,420
Change-45,420 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 45,019
Change-45,019 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 44,860
Change-44,860 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 43,813
Change-43,813 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 38,613
Change-38,613 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 37,449
Change-37,449 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 36,485
Change-36,485 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 31,698
Change-31,698 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 26,820
Change-26,820 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 25,478
Change-25,478 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 24,319
Change-24,319 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 20,726
Change-20,726 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 20,095
Change-20,095 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 18,190
Change-18,190 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 17,547
Change-17,547 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 17,223
Change-17,223 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 15,420
Change-15,420 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 14,878
Change-14,878 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 13,300
Change-13,300 (-100%)
Value—
&partners
N/A
Shares— from 12,479
Change-12,479 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 10,649
Change-10,649 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 10,333
Change-10,333 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 10,200
Change-10,200 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 9,900
Change-9,900 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 6,912
Change-6,912 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 3,472
Change-3,472 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 2,848
Change-2,848 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 1,850
Change-1,850 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,021
Change-1,021 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 628
Change-628 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 418
Change-418 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 402
Change-402 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 352
Change-352 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 300
Change-300 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 200
Change-200 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 200
Change-200 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 39
Change-39 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 27
Change-27 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 26
Change-26 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 25
Change-25 (-100%)
Value—
Status
LPL Financial LLC
DECREASED2,056,8332,144,834-88,001-4%$44.1M$40.6M-$3.5M2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED1,594,9481,496,322+98,626+7%$30.8M$31.5M+$721.0K2026-11-02
Garner Asset Management Corp
NEW726,249—+726,249——$13.7M—2026-10-30
AdvisorNet Financial, Inc
INCREASED382,027357,220+24,807+7%$7.3M$7.3M-$5.4K2026-10-15
Lido Advisors, LLC
INCREASED366,353284,284+82,069+29%$5.8M$7.2M+$1.4M2026-11-04
MGO One Seven LLC
NEW290,956—+290,956——$5.7M—2026-10-28
Venture Visionary Partners LLC
INCREASED287,882271,983+15,899+6%$5.6M$5.7M+$91.0K2026-10-07
Adams Asset Advisors, LLC
NEW285,821—+285,821——$5.6M—2026-10-08
Integrity Alliance, Llc.
INCREASED275,42178,569+196,852+251%$1.6M$5.4M+$3.8M2026-10-29
Davenport & Co LLC
INCREASED257,078234,803+22,275+9%$4.8M$5.1M+$247.4K2026-10-14
Kestra Advisory Services, LLC
DECREASED216,749217,134-3850%$4.5M$4.3M-$185.6K2026-11-02
Future Financial Wealth Managment LLC
INCREASED211,139187,587+23,552+13%$3.8M$4.2M+$333.8K2026-10-15
Commonwealth Equity Services, LLC
INCREASED203,992189,899+14,093+7%$3.9M$4.0M+$122.6K2026-11-02
Sound Income Strategies, LLC
DECREASED194,991199,272-4,281-2%$4.1M$3.8M-$287.0K2026-10-09
Independent Financial Group, LLC
DECREASED187,165190,749-3,584-2%$3.9M$3.7M-$227.2K2026-10-13
Investment Partners Asset Management, Inc.
INCREASED136,263115,046+21,217+18%$2.4M$2.7M+$324.7K2026-10-09
Merit Financial Group, LLC
DECREASED116,350118,014-1,664-1%$2.4M$2.3M-$129.6K2026-11-06
TT Capital Management LLC
INCREASED114,65086,150+28,500+33%$1.8M$2.3M+$492.2K2026-10-15
Sheets Smith Wealth Management
DECREASED113,471113,975-5040%$2.3M$2.2M-$103.4K2026-10-16
Nfsg Corp
INCREASED110,905104,145+6,760+6%$2.1M$2.2M+$48.1K2026-10-15
AlphaCore Capital LLC
INCREASED108,10776,179+31,928+42%$1.6M$2.1M+$568.1K2026-11-04
Hedeker Wealth, LLC
INCREASED100,18596,469+3,716+4%$2.0M$2.0M-$5.7K2026-10-23
TradeWell Securities, Llc.
INCREASED95,91581,913+14,002+17%$1.7M$1.9M+$209.4K2026-10-21
Secure Asset Management, LLC
INCREASED91,09880,972+10,126+13%$1.7M$1.8M+$133.6K2026-10-19
Urban Wealth Management, LLC
DECREASED87,796112,207-24,411-22%$2.3M$1.7M-$574.1K2026-10-21
Belpointe Asset Management LLC
INCREASED82,26652,401+29,865+57%$1.1M$1.6M+$546.9K2026-11-09
Moneco Advisors, LLC
DECREASED82,26484,040-1,776-2%$1.7M$1.6M-$104.0K2026-11-05
Wealthcare Advisory Partners LLC
INCREASED81,35451,639+29,715+58%$1.1M$1.6M+$544.5K2026-10-21
Wealthstar Advisors, LLC
INCREASED79,30670,789+8,517+12%$1.5M$1.6M+$110.2K2026-10-19
Global Retirement Partners, LLC
DECREASED78,92279,198-2760%$1.6M$1.6M-$70.4K2026-11-10
Samalin Investment Counsel, LLC
DECREASED71,16684,571-13,405-16%$1.7M$1.4M-$334.1K2026-10-23
HighTower Advisors, LLC
INCREASED69,26767,313+1,954+3%$1.4M$1.4M-$16.6K2026-11-10
Fiduciary Group, LLC
INCREASED65,80348,502+17,301+36%$997.7K$1.3M+$301.9K2026-11-10
Allworth Financial LP
INCREASED62,93462,918+16+0%$1.3M$1.3M+$3252026-11-06
Signature Equity Partners, LLC
INCREASED61,54855,288+6,260+11%$1.1M$1.2M+$78.3K2026-10-29
World Equity Group, Inc.
DECREASED60,35779,787-19,430-24%$1.6M$1.2M-$449.2K2026-10-14
Pasadena Private Wealth, LLC
INCREASED59,31655,876+3,440+6%$1.1M$1.2M+$22.1K2026-11-10
Truist Financial Corp
INCREASED53,45945,126+8,333+18%$928.2K$1.1M+$127.6K2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED52,75740,255+12,502+31%$843.3K$1.0M+$188.1K2026-10-13
Allspring Global Investments Holdings, LLC
UNCHANGED52,40052,40000%$1.1M$1.0M-$43.0K2026-11-04
Guilbault Capital LLC
INCREASED51,54229,766+21,776+73%$612.3K$1.0M+$405.7K2026-10-28
Foguth Wealth Management, Llc.
DECREASED49,463654,919-605,456-92%$13.5M$950.2K-$12.6M2026-10-19
Abel Hall, LLC
UNCHANGED47,50047,50000%$977.1K$938.1K-$39.0K2026-10-19
OxenFree Capital LLC
DECREASED47,16748,261-1,094-2%$1.0M$931.1K-$78.1K2026-10-07
Bank of New York Mellon Corp
INCREASED43,61537,390+6,225+17%$769.1K$861.4K+$92.3K2026-11-05
First Heartland Consultants, Inc.
INCREASED41,74031,932+9,808+31%$656.8K$824.4K+$167.5K2026-10-08
B. Riley Wealth Advisors, Inc.
INCREASED38,56935,123+3,446+10%$725.6K$761.7K+$36.1K2026-10-13
HighPoint Advisor Group LLC
DECREASED38,43639,342-906-2%$809.3K$759.1K-$50.2K2026-11-09
SAX Wealth Advisors, LLC
NEW37,322—+37,322——$737.1K—2026-10-13
Seven Springs Wealth Group, LLC
NEW35,460—+35,460——$700.3K—2026-11-10
Jcsd Capital, LLC
INCREASED31,00014,000+17,000+121%$288.0K$612.3K+$324.3K2026-11-06
Atlas Wealth Partners, LLC
INCREASED30,85030,400+450+1%$625.3K$609.3K-$16.0K2026-11-03
Rhodes Investment Advisors Inc
INCREASED30,27526,525+3,750+14%$545.6K$597.9K+$52.3K2026-10-07
Choreo, LLC
INCREASED30,20313,409+16,794+125%$275.9K$596.4K+$320.5K2026-10-28
Mcdonald Partners LLC
UNCHANGED30,00030,00000%$617.1K$592.5K-$24.6K2026-11-03
D.A. Davidson & Co.
DECREASED29,89730,497-600-2%$627.3K$590.5K-$36.9K2026-10-28
Farther Finance Advisors, LLC
INCREASED29,44226,356+3,086+12%$542.2K$581.5K+$39.3K2026-10-08
NWF Advisory Services Inc.
INCREASED28,73227,347+1,385+5%$562.5K$567.5K+$4.9K2026-10-19
Beacon Financial Advisory LLC
DECREASED25,83226,258-426-2%$540.1K$510.2K-$29.9K2026-10-16
Triumph Capital Management
INCREASED25,34123,149+2,192+9%$476.2K$500.5K+$24.3K2026-10-14
Oppenheimer & Co Inc
INCREASED24,40724,228+179+1%$498.4K$482.0K-$16.3K2026-10-26
Ascentis Independent Advisors
NEW23,672—+23,672——$467.5K—2026-11-03
Scheeler Financial LLC
NEW22,672—+22,672——$447.8K—2026-10-13
Tactive Advisors, LLC
INCREASED21,02316,766+4,257+25%$344.9K$415.2K+$70.3K2026-10-08
Wedbush Securities Inc
NEW20,569—+20,569——$406.0K—2026-10-22
Magnus Financial Group LLC
UNCHANGED19,61319,61300%$403.4K$387.3K-$16.1K2026-10-21
RFG Advisory, LLC
DECREASED19,23122,679-3,448-15%$466.5K$379.8K-$86.7K2026-11-03
J.W. Cole Advisors, Inc.
INCREASED18,60718,302+305+2%$376.5K$367.5K-$9.0K2026-11-05
Smith Chas P & Associates PA Cpas
UNCHANGED18,00018,00000%$370.3K$345.8K-$24.5K2026-10-22
Seros Financial, LLC
DECREASED17,86621,196-3,330-16%$436.0K$352.9K-$83.2K2026-10-21
Kelleher Financial Advisors
INCREASED17,29017,049+241+1%$350.7K$341.5K-$9.2K2026-10-30
Prospera Financial Services Inc
DECREASED17,08833,981-16,893-50%$699.1K$317.2K-$381.9K2026-11-04
Victory Financial Group, LLC
DECREASED16,84521,057-4,212-20%$433.1K$332.7K-$100.5K2026-10-27
Cooper Financial Group
INCREASED16,04015,690+350+2%$322.7K$316.8K-$5.9K2026-10-07
Bryn Mawr Trust Advisors, LLC
DECREASED15,89427,203-11,309-42%$559.6K$313.9K-$245.7K2026-11-04
IFP Advisors, Inc
INCREASED14,1962,088+12,108+580%$43.0K$280.4K+$237.4K2026-10-16
Fifth Third Bancorp
DECREASED13,95523,098-9,143-40%$475.1K$275.6K-$199.5K2026-11-05
Silverlake Wealth Management LLC
INCREASED13,87013,319+551+4%$274.0K$273.9K-$562026-10-21
Red Door Wealth Management, LLC
INCREASED12,98712,664+323+3%$260.5K$256.5K-$4.0K2026-11-10
Harbour Investments, Inc.
DECREASED12,95116,004-3,053-19%$329.2K$255.8K-$73.4K2026-11-09
Cascade Investment Group, Inc.
DECREASED12,75014,800-2,050-14%$304.4K$251.8K-$52.6K2026-10-13
HUB Investment Partners, LLC
INCREASED12,70610,104+2,602+26%$207.8K$250.9K+$43.1K2026-11-03
Fortis Capital Advisors, LLC
NEW12,650—+12,650——$249.8K—2026-11-09
Almanack Investment Partners, Llc.
DECREASED12,49119,063-6,572-34%$392.1K$246.7K-$145.4K2026-11-03
Apollon Wealth Management, LLC
DECREASED11,91013,950-2,040-15%$286.9K$235.2K-$51.7K2026-10-23
UBS Group AG
INCREASED11,7934,924+6,869+140%$101.3K$232.9K+$131.6K2026-11-10
Fortitude Advisory Group L.L.C.
UNCHANGED11,62711,62700%$239.2K$229.6K-$9.5K2026-10-15
Columbia Advisory Partners LLC
INCREASED11,2119,778+1,433+15%$201.1K$221.4K+$20.3K2026-10-15
Pine Valley Investments Ltd Liability Co
DECREASED10,97511,800-825-7%$242.7K$216.8K-$26.0K2026-11-09
Rareview Capital LLC
NEW10,595—+10,595——$209.2K—2026-11-05
Private Trust Co NA
UNCHANGED10,31210,31200%$212.1K$203.7K-$8.5K2026-10-20
RPS Advisory Solutions LLC
UNCHANGED10,03810,03800%$206.5K$198.3K-$8.2K2026-11-09
Great Waters Wealth Management
UNCHANGED10,00010,00000%$205.7K$197.5K-$8.2K2026-10-07
Rossby Financial, LCC
NEW9,467—+9,467——$187.0K—2026-11-05
Signaturefd, LLC
DECREASED7,9138,310-397-5%$170.9K$156.3K-$14.7K2026-10-23
EverSource Wealth Advisors, LLC
INCREASED5,9415,229+712+14%$107.6K$117.3K+$9.8K2026-11-04
TD Waterhouse Canada Inc.
INCREASED5,3315,000+331+7%$103.9K$105.4K+$1.5K2026-10-16
Luminist Capital LLC
UNCHANGED4,6914,69100%$96.5K$92.6K-$3.8K2026-11-10
Simplex Trading, LLC
INCREASED4,4711,334+3,137+235%$27.4K$88.3K+$60.9K2026-11-04
IFG Advisory, LLC
INCREASED4,4504,412+38+1%$90.7K$87.9K-$2.9K2026-11-09
Geneos Wealth Management Inc.
INCREASED4,2254,193+32+1%$86.3K$83.4K-$2.8K2026-11-09
Blair William & Co
UNCHANGED4,0004,00000%$82.3K$79.0K-$3.3K2026-11-10
CNB Bank
UNCHANGED2,5002,50000%$51.4K$49.4K-$2.1K2026-11-09
Lanark Financial, Inc.
UNCHANGED2,2472,24700%$46.2K$44.4K-$1.8K2026-10-26
Clearstead Advisors, LLC
INCREASED2,237405+1,832+452%$8.3K$44.2K+$35.9K2026-11-06
Signature Resources Capital Management, LLC
NEW2,000—+2,000——$39.5K—2026-10-16
Central Trust Co
UNCHANGED2,0002,00000%$41.1K$39.5K-$1.6K2026-11-05
Nova Financial LLC
NEW1,712—+1,712——$33.8K—2026-11-04
Noble Wealth Management PBC
NEW1,500—+1,500——$29.6K—2026-10-01
PNC Financial Services Group, Inc.
UNCHANGED1,3611,36100%$28.0K$26.9K-$1.1K2026-11-06
Aspect Partners, LLC
INCREASED1,1851,156+29+3%$23.8K$23.4K-$3652026-10-20
Roxbury Financial LLC
UNCHANGED1,1091,10900%$22.8K$21.9K-$9092026-10-01
Heritage Family Offices, LLP
NEW1,077—+1,077——$21.3K—2026-11-02
Spire Wealth Management
DECREASED1,0004,144-3,144-76%$85.2K$19.8K-$65.5K2026-10-30
Cape Investment Advisory, Inc.
UNCHANGED80080000%$16.5K$15.8K-$6562026-10-13
Roble, Belko & Company, Inc
INCREASED706380+326+86%$8$14.0K+$14.0K2026-11-09
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED70070000%$14.4K$13.8K-$5742026-10-14
Assetmark, Inc
DECREASED509545-36-7%$11.2K$10.1K-$1.2K2026-10-21
Cassaday & Co Wealth Management LLC
NEW500—+500——$9.9K—2026-10-27
Virginia Estate & Retirement Planning Advisors Inc.
NEW500—+500——$9.9K—2026-10-14
Chung Wu Investment Group, LLC
DECREASED30013,200-12,900-98%$271.5K$5.9K-$265.6K2026-11-03
Parallel Advisors, LLC
UNCHANGED29129100%$6.0K$5.8K-$2392026-11-03
Latitude Advisors, LLC
NEW274—+274——$5.4K—2026-10-27
City State Bank
UNCHANGED22522500%$4.6K$4.4K-$1842026-10-20
GK Wealth Management LLC
NEW190—+190——$3.8K—2026-10-09
Trust Co of Vermont
NEW180—+180——$3.6K—2026-10-21
First Command Advisory Services, Inc.
NEW178—+178——$3.5K—2026-11-05
Virtus Advisers, LLC
INCREASED159146+13+9%$3.0K$3.1K+$1372026-11-09
Caldwell Sutter Capital, Inc.
NEW150—+150——$3.0K—2026-11-09
Highline Wealth Partners LLC
UNCHANGED15015000%$3.1K$3.0K-$1232026-10-19
West Financial Advisors, LLC
INCREASED135131+4+3%$2.7K$2.7K-$422026-10-22
Key Capital Management, Inc
DECREASED102231-129-56%$4.8K$2.0K-$2.7K2026-11-03
Avion Wealth
UNCHANGED10010000%$2$1-$12026-11-04
Archer Investment Corp
INCREASED6362+1+2%$1.3K$1.3K-$202026-11-05
SJS Investment Consulting Inc.
INCREASED4847+1+2%$958$944-$142026-10-26
Larson Financial Group LLC
UNCHANGED333300%$679$652-$272026-11-05
Dhjj Financial Advisors, Ltd.
UNCHANGED323200%$659$632-$272026-10-23
Jefferies Financial Group Inc.
CLOSED0118,913-118,913-100%$2.4M$0-$2.4M2026-11-05
Mezzasalma Advisors, LLC
CLOSED089,891-89,891-100%$1.8M$0-$1.8M2026-10-14
Level Four Advisory Services, LLC
CLOSED024,070-24,070-100%$495.1K$0-$495.1K2026-11-06
Arete Wealth Advisors, LLC
CLOSED012,327-12,327-100%$253.6K$0-$253.6K2026-11-09
Prevail Innovative Wealth Advisors, LLC
CLOSED011,934-11,934-100%$245.5K$0-$245.5K2026-10-20
Walser Wealth Management Company, A Ltd Liability Co
CLOSED011,260-11,260-100%$231.6K$0-$231.6K2026-10-15
Founders Financial Alliance, LLC
CLOSED09,885-9,885-100%$203.3K$0-$203.3K2026-11-10
Tsfg, LLC
CLOSED01,405-1,405-100%$29.0K$0-$29.0K2026-10-23
Toth Financial Advisory Corp
CLOSED01,180-1,180-100%$24.3K$0-$24.3K2026-10-08
Founders Capital Management
CLOSED01,000-1,000-100%$20.6K$0-$20.6K2026-10-13
Salem Investment Counselors Inc
CLOSED0925-925-100%$19.0K$0-$19.0K2026-10-13
Bangor Savings Bank
CLOSED0812-812-100%$16.7K$0-$16.7K2026-10-06
Key FInancial Inc
CLOSED0500-500-100%$10.3K$0-$10.3K2026-11-02
FMR LLC
CLOSED0149-149-100%$3.1K$0-$3.1K2026-11-10
Institute for Wealth Management, Llc.
CLOSED0141-141-100%$2.9K$0-$2.9K2026-11-06
Decker Retirement Planning Inc.
CLOSED050-50-100%$1.0K$0-$1.0K2026-10-19
JFS Wealth Advisors, LLC
CLOSED045-45-100%$926$0-$9262026-11-03
Russell Investments Group, Ltd.
CLOSED01-1-100%$21$0-$212026-11-06
Huntington National Bank
CLOSED01-1-100%$21$0-$212026-11-10
Melia Wealth LLC
N/A—1,461,685-1,461,685-100%$30.1M———
Osaic Holdings, Inc.
N/A—1,250,971-1,250,971-100%$25.7M———
Royal Bank of Canada
N/A—1,028,444-1,028,444-100%$21.2M———
Envestnet Asset Management Inc
N/A—951,440-951,440-100%$19.6M———
MML Investors Services, LLC
N/A—801,143-801,143-100%$16.5M———
Raymond James Financial Inc
N/A—540,484-540,484-100%$11.1M———
Stifel Financial Corp
N/A—507,070-507,070-100%$10.4M———
Steward Partners Investment Advisory, LLC
N/A—497,225-497,225-100%$10.2M———
Equitable Holdings, Inc.
N/A—461,496-461,496-100%$9.5M———
Anderson Financial Strategies, LLC
N/A—397,868-397,868-100%$8.4M———
Infrastructure Capital Advisors, LLC
N/A—283,867-283,867-100%$6.0M———
Cetera Investment Advisers
N/A—233,694-233,694-100%$4.8M———
Foundations Investment Advisors, LLC
N/A—217,583-217,583-100%$4.5M———
Orion Porfolio Solutions, LLC
N/A—180,120-180,120-100%$3.7M———
Black Swift Group, LLC
N/A—150,615-150,615-100%$3.1M———
Smith, Moore & Co.
N/A—111,621-111,621-100%$2.3M———
Adapt Wealth Advisors, LLC
N/A—110,650-110,650-100%$2.3M———
Capital Analysts, LLC
N/A—110,484-110,484-100%$2.3M———
Private Advisor Group, LLC
N/A—109,948-109,948-100%$2.3M———
Fund Advisors of America Inc
N/A—96,297-96,297-100%$2.0M———
Mariner, LLC
N/A—82,105-82,105-100%$1.7M———
Summit Financial, LLC
N/A—79,475-79,475-100%$1.6M———
Bank of America Corp
N/A—74,000-74,000-100%$1.5M———
Laffer Tengler Investments, Inc.
N/A—73,628-73,628-100%$1.5M———
Financial Gravity Companies, Inc.
N/A—71,864-71,864-100%$1.5M———
Burnham & Co LLC
N/A—59,609-59,609-100%$1.2M———
Empire Financial Management Company, LLC
N/A—56,449-56,449-100%$1.2M———
AQR Capital Management LLC
N/A—56,430-56,430-100%$1.2M———
Janney Montgomery Scott LLC
N/A—54,736-54,736-100%$1.1M———
Brookwood Investment Group LLC
N/A—52,001-52,001-100%$1.1M———
Jackson Thornton Wealth Management, LLC
N/A—51,541-51,541-100%$1.1M———
Bramshill Investments, LLC
N/A—50,000-50,000-100%$1.0M———
Jane Street Group, LLC
N/A—45,420-45,420-100%$934.3K———
Arax Advisory Partners
N/A—45,019-45,019-100%$926.0K———
Whittier Trust Co
N/A—44,860-44,860-100%$941.6K———
NewEdge Advisors, LLC
N/A—43,813-43,813-100%$901.2K———
Kingsview Wealth Management, LLC
N/A—38,613-38,613-100%$794.3K———
Hilltop Holdings Inc.
N/A—37,449-37,449-100%$770.3K———
PFG Investments, LLC
N/A—36,485-36,485-100%$750.5K———
Maridea Wealth Management LLC
N/A—31,698-31,698-100%$652.0K———
Advisory Services Network, LLC
N/A—26,820-26,820-100%$551.7K———
Ausdal Financial Partners, Inc.
N/A—25,478-25,478-100%$524.1K———
Integrated Wealth Concepts LLC
N/A—24,319-24,319-100%$500.2K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—20,726-20,726-100%$426.3K———
J. M. Brown & Associates Inc.
N/A—20,095-20,095-100%$413.4K———
GWN Securities Inc.
N/A—18,190-18,190-100%$374.2K———
Cumberland Partners Ltd
N/A—17,547-17,547-100%$360.9K———
Beacon Pointe Advisors, LLC
N/A—17,223-17,223-100%$354.3K———
Stratos Wealth Partners, Ltd.
N/A—15,420-15,420-100%$317.2K———
Venturi Wealth Management, LLC
N/A—14,878-14,878-100%$306.0K———
Rockefeller Capital Management L.P.
N/A—13,300-13,300-100%$273.6K———
&partners
N/A—12,479-12,479-100%$256.7K———
Gladstone Institutional Advisory LLC
N/A—10,649-10,649-100%$219.1K———
WCG Wealth Advisors LLC
N/A—10,333-10,333-100%$212.6K———
Matrix Private Capital Group LLC
N/A—10,200-10,200-100%$209.8K———
Comprehensive Money Management Services LLC
N/A—9,900-9,900-100%$203.6K———
Morgan Stanley
N/A—6,912-6,912-100%$142.2K———
Webster Bank, N. A.
N/A—3,472-3,472-100%$71.4K———
National Bank of Canada
N/A—2,848-2,848-100%$58.6K———
Allied Private Wealth LLC
N/A—2,000-2,000-100%$41.8K———
Field & Main Bank
N/A—1,850-1,850-100%$38.1K———
Wells Fargo & Company
N/A—1,021-1,021-100%$21.0K———
Wiser Advisor Group LLC
N/A—628-628-100%$12.9K———
BFC Planning, Inc.
N/A—418-418-100%$8.6K———
Vanguard Advisers Inc
N/A—402-402-100%$8.3K———
Swan Capital LLC
N/A—352-352-100%$7.2K———
Ameriflex Group, Inc.
N/A—300-300-100%$6.2K———
Federation des caisses Desjardins du Quebec
N/A—200-200-100%$4.1K———
PIN OAK Investment Advisors Inc
N/A—200-200-100%$4———
Group One Trading LLC
N/A—100-100-100%$2.1K———
Strategic Wealth Partners, Ltd.
N/A—39-39-100%$808———
JPMorgan Chase & Co
N/A—27-27-100%$558———
Berthel, Fisher & Company Financial Services, Inc.
N/A—26-26-100%$534———
BNP Paribas Financial Markets
N/A—25-25-100%$514———
Showing 230 of 230 institutions