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Ershares Private-Public Cros (XOVR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Wealth Quarterback LLC
INCREASED
Shares408,282 from 401,964
Change+6,318 (+2%)
Value$8.7M (+$259.6K)
Filed 2026-10-20
Prime Capital Investment Advisors, LLC
DECREASED
Shares393,485 from 431,852
Change-38,367 (-9%)
Value$8.4M (-$685.6K)
Filed 2026-10-20
VVR Holdings LLC
INCREASED
Shares222,709 from 208,902
Change+13,807 (+7%)
Value$4.8M (+$359.7K)
Filed 2026-10-19
Commonwealth Equity Services, LLC
DECREASED
Shares157,223 from 195,958
Change-38,735 (-20%)
Value$3.4M (-$766.6K)
Filed 2026-11-02
Fifth Third Securities, Inc.
INCREASED
Shares143,496 from 142,566
Change+930 (+1%)
Value$3.1M (+$64.1K)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares138,532 from 152,746
Change-14,214 (-9%)
Value$3.0M (-$256.0K)
Filed 2026-11-02
Independent Financial Group, LLC
DECREASED
Shares115,522 from 119,082
Change-3,560 (-3%)
Value$2.5M (-$39.1K)
Filed 2026-10-13
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares86,703 from 92,530
Change-5,827 (-6%)
Value$1.9M (-$33.9K)
Filed 2026-10-13
Imc-Chicago, LLC
INCREASED
Shares79,220 from 52,261
Change+26,959 (+52%)
Value$1.7M (+$592.0K)
Filed 2026-11-05
Kestra Advisory Services, LLC
DECREASED
Shares52,239 from 63,154
Change-10,915 (-17%)
Value$1.1M (-$213.6K)
Filed 2026-11-02
Oppenheimer & Co Inc
INCREASED
Shares49,855 from 48,211
Change+1,644 (+3%)
Value$1.1M (+$50.1K)
Filed 2026-10-26
Wealthcare Advisory Partners LLC
DECREASED
Shares48,420 from 50,368
Change-1,948 (-4%)
Value$1.0M (-$26.0K)
Filed 2026-10-21
Truist Financial Corp
DECREASED
Shares46,838 from 61,107
Change-14,269 (-23%)
Value$1.0M (-$285.8K)
Filed 2026-10-30
Lynx Capital Group LTD
UNCHANGED
Shares45,165 from 45,165
Change0 (0%)
Value$964.7K (+$14.0K)
Filed 2026-11-04
Simplex Trading, LLC
NEW
Shares44,201
Change+44,201
Value$944.1K
Filed 2026-11-04
Belvedere Trading LLC
INCREASED
Shares40,400 from 12,703
Change+27,697 (+218%)
Value$862.9K (+$595.5K)
Filed 2026-11-05
Trilogy Capital Inc.
DECREASED
Shares37,615 from 37,617
Change-2 (0%)
Value$803.5K (+$11.6K)
Filed 2026-10-20
Virtus Family Office LLC
UNCHANGED
Shares31,746 from 31,746
Change0 (0%)
Value$678.1K (+$9.8K)
Filed 2026-10-30
Concurrent Investment Advisors, LLC
DECREASED
Shares31,698 from 70,509
Change-38,811 (-55%)
Value$677.1K (-$807.1K)
Filed 2026-10-16
Thrive Capital Management, LLC
DECREASED
Shares30,183 from 35,061
Change-4,878 (-14%)
Value$644.7K (-$93.3K)
Filed 2026-10-28
Carter Financial Group, Inc.
DECREASED
Shares29,138 from 29,514
Change-376 (-1%)
Value$622.4K (+$1.1K)
Filed 2026-10-21
Farther Finance Advisors, LLC
DECREASED
Shares23,779 from 261,494
Change-237,715 (-91%)
Value$507.9K (-$5.0M)
Filed 2026-10-08
Victory Financial Group, LLC
DECREASED
Shares21,926 from 26,507
Change-4,581 (-17%)
Value$468.3K (-$89.6K)
Filed 2026-10-27
Creative Planning
DECREASED
Shares21,885 from 22,555
Change-670 (-3%)
Value$467.5K (-$7.3K)
Filed 2026-11-02
Flagship Harbor Advisors, LLC
INCREASED
Shares21,290 from 19,090
Change+2,200 (+12%)
Value$454.8K (+$52.9K)
Filed 2026-10-26
Sigma Planning Corp
DECREASED
Shares20,877 from 23,478
Change-2,601 (-11%)
Value$445.9K (-$48.3K)
Filed 2026-10-23
StoneX Group Inc.
NEW
Shares19,769
Change+19,769
Value$412.8K
Filed 2026-11-03
MGO One Seven LLC
UNCHANGED
Shares18,597 from 18,597
Change0 (0%)
Value$397.2K (+$5.8K)
Filed 2026-10-28
International Assets Investment Management, LLC
DECREASED
Shares18,265 from 30,485
Change-12,220 (-40%)
Value$388.9K (-$254.7K)
Filed 2026-11-02
Vanguard Capital Wealth Advisors
DECREASED
Shares17,300 from 19,300
Change-2,000 (-10%)
Value$369.5K (-$36.7K)
Filed 2026-10-16
Horizon Wealth Management, LLC
UNCHANGED
Shares17,194 from 17,194
Change0 (0%)
Value$367.3K (+$5.3K)
Filed 2026-11-02
Spire Wealth Management
DECREASED
Shares16,759 from 16,771
Change-12 (0%)
Value$358.0K (+$4.9K)
Filed 2026-10-30
D.A. Davidson & Co.
DECREASED
Shares16,422 from 26,877
Change-10,455 (-39%)
Value$350.8K (-$215.0K)
Filed 2026-10-28
Chicago Partners Investment Group LLC
DECREASED
Shares16,227 from 17,173
Change-946 (-6%)
Value$337.0K (+$14.0K)
Filed 2026-10-27
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares15,964 from 16,721
Change-757 (-5%)
Value$341.0K (-$11.0K)
Filed 2026-11-04
Harfst & Associates, Inc.
DECREASED
Shares15,858 from 16,058
Change-200 (-1%)
Value$338.7K (+$706)
Filed 2026-10-20
Milestone Asset Management, LLC
DECREASED
Shares15,119 from 17,441
Change-2,322 (-13%)
Value$322.9K (-$44.2K)
Filed 2026-10-15
Convergence Financial, LLC
DECREASED
Shares14,600 from 29,200
Change-14,600 (-50%)
Value$311.9K (-$302.8K)
Filed 2026-10-27
Total Clarity Wealth Management, Inc.
DECREASED
Shares14,176 from 24,195
Change-10,019 (-41%)
Value$302.8K (-$206.5K)
Filed 2026-10-26
Focus Financial Network, Inc.
DECREASED
Shares14,050 from 15,649
Change-1,599 (-10%)
Value$300.1K (-$29.3K)
Filed 2026-10-14
Retirement Planning Group, LLC
UNCHANGED
Shares13,620 from 13,620
Change0 (0%)
Value$290.9K (+$4.2K)
Filed 2026-10-19
Brookstone Capital Management
DECREASED
Shares13,168 from 13,853
Change-685 (-5%)
Value$281.3K (-$10.3K)
Filed 2026-10-22
Gerald Baker Financial Group LLC
INCREASED
Shares12,433 from 10,784
Change+1,649 (+15%)
Value$265.6K (+$38.6K)
Filed 2026-10-09
Apollon Wealth Management, LLC
DECREASED
Shares11,412 from 11,512
Change-100 (-1%)
Value$243.8K (+$1.4K)
Filed 2026-10-23
Scissortail Wealth Management, LLC
DECREASED
Shares11,363 from 12,875
Change-1,512 (-12%)
Value$242.7K (-$28.3K)
Filed 2026-11-03
Avestar Capital, LLC
UNCHANGED
Shares10,241 from 10,241
Change0 (0%)
Value$218.7K (+$3.2K)
Filed 2026-10-28
IFP Advisors, Inc
DECREASED
Shares10,038 from 11,150
Change-1,112 (-10%)
Value$214.4K (-$20.3K)
Filed 2026-10-16
Miramontes Capital, LLC
DECREASED
Shares9,989 from 10,499
Change-510 (-5%)
Value$213.4K (-$7.6K)
Filed 2026-10-19
Perigon Wealth Management, LLC
DECREASED
Shares9,890 from 11,440
Change-1,550 (-14%)
Value$211.3K (-$29.6K)
Filed 2026-10-22
Sovran Advisors, LLC
NEW
Shares9,800
Change+9,800
Value$203.3K
Filed 2026-11-02
Richards, Merrill & Peterson, Inc.
DECREASED
Shares9,595 from 9,720
Change-125 (-1%)
Value$204.9K (+$343)
Filed 2026-10-19
National Wealth Management Group, LLC
DECREASED
Shares9,514 from 13,037
Change-3,523 (-27%)
Value$203.2K (-$71.2K)
Filed 2026-10-26
Simplicity Wealth,LLC
DECREASED
Shares9,512 from 13,381
Change-3,869 (-29%)
Value$203.2K (-$78.5K)
Filed 2026-10-23
Regions Financial Corp
NEW
Shares9,410
Change+9,410
Value$201.0K
Filed 2026-11-05
US Bancorp \de\
NEW
Shares6,000
Change+6,000
Value$128.2K
Filed 2026-11-05
Creative Financial Designs Inc
INCREASED
Shares4,826 from 3,851
Change+975 (+25%)
Value$103.1K (+$22.0K)
Filed 2026-11-04
Monetary Solutions, Ltd
UNCHANGED
Shares4,090 from 4,090
Change0 (0%)
Value$87.4K (+$1.3K)
Filed 2026-10-22
Golden State Wealth Management, LLC
DECREASED
Shares4,000 from 4,007
Change-7 (0%)
Value$85.4K (+$1.1K)
Filed 2026-11-02
Western Pacific Wealth Management, LP
UNCHANGED
Shares3,221 from 3,221
Change0 (0%)
Value$68.8K (+$999)
Filed 2026-10-16
TD Waterhouse Canada Inc.
UNCHANGED
Shares2,823 from 2,823
Change0 (0%)
Value$60.1K (+$604)
Filed 2026-10-16
City Holding Co
UNCHANGED
Shares2,650 from 2,650
Change0 (0%)
Value$56.6K (+$848)
Filed 2026-10-19
American Capital Advisory, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$42.7K (+$620)
Filed 2026-10-28
Toth Financial Advisory Corp
DECREASED
Shares1,500 from 39,500
Change-38,000 (-96%)
Value$32.0K (-$799.4K)
Filed 2026-10-08
SJS Investment Consulting Inc.
DECREASED
Shares1,327 from 1,606
Change-279 (-17%)
Value$28.3K (-$5.5K)
Filed 2026-10-26
Evolution Wealth Management Inc.
DECREASED
Shares1,271 from 1,418
Change-147 (-10%)
Value$27.1K (-$2.7K)
Filed 2026-10-28
American National Bank & Trust
DECREASED
Shares1,138 from 1,883
Change-745 (-40%)
Value$24.3K (-$15.3K)
Filed 2026-10-07
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares1,035 from 1,035
Change0 (0%)
Value$22.1K (+$321)
Filed 2026-10-29
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares1,025 from 1,025
Change0 (0%)
Value$21.9K (+$317)
Filed 2026-10-20
Fifth Third Bancorp
NEW
Shares1,000
Change+1,000
Value$21.4K
Filed 2026-11-05
Signaturefd, LLC
DECREASED
Shares828 from 1,068
Change-240 (-22%)
Value$17.7K (-$4.8K)
Filed 2026-10-23
Financial Network Wealth Advisors LLC
UNCHANGED
Shares749 from 749
Change0 (0%)
Value$16.0K (+$233)
Filed 2026-10-28
Larson Financial Group LLC
UNCHANGED
Shares705 from 705
Change0 (0%)
Value$15.1K (+$219)
Filed 2026-11-05
Nova Financial LLC
NEW
Shares560
Change+560
Value$12.0K
Filed 2026-11-04
Hilton Head Capital Partners, LLC
DECREASED
Shares500 from 681
Change-181 (-27%)
Value$10.7K (-$3.7K)
Filed 2026-10-23
Financial Management Professionals, Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$10.7K (+$155)
Filed 2026-10-23
Aspect Partners, LLC
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$9.6K (+$139)
Filed 2026-10-20
Tsfg, LLC
UNCHANGED
Shares421 from 421
Change0 (0%)
Value$9.0K (+$9.0K)
Filed 2026-10-23
Thompson Investment Management, Inc.
UNCHANGED
Shares360 from 360
Change0 (0%)
Value$7.7K (+$112)
Filed 2026-10-14
Clark Wealth Partners
UNCHANGED
Shares356 from 356
Change0 (0%)
Value$7.6K (+$111)
Filed 2026-10-19
Manitou Investment Management Ltd.
UNCHANGED
Shares275 from 275
Change0 (0%)
Value$5.9K (+$85)
Filed 2026-10-15
Citigroup Inc
DECREASED
Shares220 from 31,649
Change-31,429 (-99%)
Value$4.7K (-$661.5K)
Filed 2026-11-04
Team Financial Group, LLC
NEW
Shares204
Change+204
Value$4.4K
Filed 2026-10-30
Avion Wealth
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$4 ($0)
Filed 2026-11-04
Assetmark, Inc
NEW
Shares181
Change+181
Value$3.9K
Filed 2026-10-21
Next Level Wealth Planning, LLC
NEW
Shares142
Change+142
Value$3.0K
Filed 2026-10-29
Jacobi Capital Management LLC
NEW
Shares104
Change+104
Value$2.2K
Filed 2026-11-05
Cedar Mountain Advisors, LLC
UNCHANGED
Shares101 from 101
Change0 (0%)
Value$2.2K (+$32)
Filed 2026-10-15
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$2.1K (+$31)
Filed 2026-10-13
Ulland Investment Advisors, LLC
DECREASED
Shares50 from 100
Change-50 (-50%)
Value$1 (-$1)
Filed 2026-10-13
Hazlett, Burt & Watson, Inc.
DECREASED
Shares50 from 100
Change-50 (-50%)
Value$1 (-$1)
Filed 2026-11-04
Highline Wealth Partners LLC
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$1.0K (+$15)
Filed 2026-10-19
Mather Group, Llc.
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$857 (+$12)
Filed 2026-10-14
Reap Financial Group, LLC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$748 (+$11)
Filed 2026-11-02
Root Financial Partners, LLC
NEW
Shares32
Change+32
Value$684
Filed 2026-10-21
Financial Consulate, Inc
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$492 (+$7)
Filed 2026-10-23
Keystone Financial Group, Inc.
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$235 (+$3)
Filed 2026-10-13
Bear Mountain Capital, Inc.
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$146 (+$4)
Filed 2026-11-04
Albion Financial Group
NEW
Shares2
Change+2
Value$43
Filed 2026-10-21
DE Burlo Group Inc
CLOSED
Shares0 from 1,227,000
Change-1,227,000 (-100%)
Value$0 (-$25.8M)
Filed 2026-11-05
Private Capital Advisors, Inc.
CLOSED
Shares0 from 1,115,325
Change-1,115,325 (-100%)
Value$0 (-$23.5M)
Filed 2026-10-06
RIA Advisory Group LLC
CLOSED
Shares0 from 74,139
Change-74,139 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-15
Lunt Capital Management, Inc.
CLOSED
Shares0 from 70,370
Change-70,370 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-30
Nations Financial Group Inc,
CLOSED
Shares0 from 55,997
Change-55,997 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-05
Vontobel Holding Ltd.
CLOSED
Shares0 from 30,000
Change-30,000 (-100%)
Value$0 (-$631.5K)
Filed 2026-10-16
Ceera Investments, LLC
CLOSED
Shares0 from 24,164
Change-24,164 (-100%)
Value$0 (-$508.7K)
Filed 2026-11-02
Jefferies Financial Group Inc.
CLOSED
Shares0 from 17,665
Change-17,665 (-100%)
Value$0 (-$371.8K)
Filed 2026-11-05
Integrity Alliance, Llc.
CLOSED
Shares0 from 14,341
Change-14,341 (-100%)
Value$0 (-$301.9K)
Filed 2026-10-29
First Citizens Bank & Trust Co
CLOSED
Shares0 from 13,450
Change-13,450 (-100%)
Value$0 (-$283.1K)
Filed 2026-10-14
Kingsbury Capital Investment Advisors LLC
CLOSED
Shares0 from 12,419
Change-12,419 (-100%)
Value$0 (-$261.4K)
Filed 2026-10-20
Lebenthal Global Advisors, LLC
CLOSED
Shares0 from 11,850
Change-11,850 (-100%)
Value$0 (-$249.4K)
Filed 2026-10-28
HUB Investment Partners, LLC
CLOSED
Shares0 from 10,070
Change-10,070 (-100%)
Value$0 (-$212.0K)
Filed 2026-11-03
OAK Family Advisors, LLC
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$210.5K)
Filed 2026-10-19
Curran Financial Partners, LLC
CLOSED
Shares0 from 9,705
Change-9,705 (-100%)
Value$0 (-$204.3K)
Filed 2026-11-04
Roxbury Financial LLC
CLOSED
Shares0 from 341
Change-341 (-100%)
Value$0 (-$7.2K)
Filed 2026-10-01
Birchbrook, Inc.
CLOSED
Shares0 from 250
Change-250 (-100%)
Value$0 (-$5.3K)
Filed 2026-10-14
Parallel Advisors, LLC
DECREASED
Shares0 from 984
Change-984 (-100%)
Value$4 (-$20.7K)
Filed 2026-11-03
Jane Street Group, LLC
N/A
Shares— from 16,834,083
Change-16,834,083 (-100%)
Value—
Weiss Asset Management LP
N/A
Shares— from 5,097,483
Change-5,097,483 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 5,029,962
Change-5,029,962 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,972,818
Change-2,972,818 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 2,904,466
Change-2,904,466 (-100%)
Value—
Alpine Global Management, LLC
N/A
Shares— from 2,500,100
Change-2,500,100 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 2,313,060
Change-2,313,060 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 2,226,778
Change-2,226,778 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,650,000
Change-1,650,000 (-100%)
Value—
Bluefin Capital Management, LLC
N/A
Shares— from 1,502,443
Change-1,502,443 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 870,349
Change-870,349 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 757,250
Change-757,250 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 424,835
Change-424,835 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 395,280
Change-395,280 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 309,500
Change-309,500 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 300,000
Change-300,000 (-100%)
Value—
Cantor Fitzgerald, L. P.
N/A
Shares— from 299,238
Change-299,238 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 278,950
Change-278,950 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 274,324
Change-274,324 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 253,600
Change-253,600 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 234,394
Change-234,394 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 208,918
Change-208,918 (-100%)
Value—
SAM Advisors, LLC
N/A
Shares— from 180,304
Change-180,304 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 168,528
Change-168,528 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 167,486
Change-167,486 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 155,264
Change-155,264 (-100%)
Value—
RK Capital Management, LLC
N/A
Shares— from 154,000
Change-154,000 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 152,687
Change-152,687 (-100%)
Value—
HBK Investments L P
N/A
Shares— from 150,445
Change-150,445 (-100%)
Value—
Croban
N/A
Shares— from 143,721
Change-143,721 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 134,757
Change-134,757 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 125,960
Change-125,960 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 113,437
Change-113,437 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 100,099
Change-100,099 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 96,255
Change-96,255 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 89,226
Change-89,226 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 80,052
Change-80,052 (-100%)
Value—
O'Connor Alternative Investments LLC
N/A
Shares— from 76,100
Change-76,100 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 74,974
Change-74,974 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 72,575
Change-72,575 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 64,036
Change-64,036 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 52,488
Change-52,488 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 48,034
Change-48,034 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 46,527
Change-46,527 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 46,414
Change-46,414 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 43,757
Change-43,757 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 40,695
Change-40,695 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 40,404
Change-40,404 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 40,273
Change-40,273 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 40,270
Change-40,270 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 40,116
Change-40,116 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 39,616
Change-39,616 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 35,265
Change-35,265 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 29,623
Change-29,623 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 25,916
Change-25,916 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 22,788
Change-22,788 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 22,423
Change-22,423 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 22,294
Change-22,294 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 21,461
Change-21,461 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 20,184
Change-20,184 (-100%)
Value—
Fox Hill Wealth Management
N/A
Shares— from 19,510
Change-19,510 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 19,479
Change-19,479 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 19,316
Change-19,316 (-100%)
Value—
Sharpepoint LLC
N/A
Shares— from 19,234
Change-19,234 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 19,102
Change-19,102 (-100%)
Value—
Members Trust Co
N/A
Shares— from 18,414
Change-18,414 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 17,615
Change-17,615 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 17,339
Change-17,339 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 16,840
Change-16,840 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 16,400
Change-16,400 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 16,002
Change-16,002 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 15,721
Change-15,721 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 15,505
Change-15,505 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 15,250
Change-15,250 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 15,003
Change-15,003 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 14,192
Change-14,192 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 13,968
Change-13,968 (-100%)
Value—
Turner Financial Group, Inc.
N/A
Shares— from 13,582
Change-13,582 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 13,098
Change-13,098 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 12,879
Change-12,879 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 12,652
Change-12,652 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 12,419
Change-12,419 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 12,311
Change-12,311 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 11,850
Change-11,850 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 11,806
Change-11,806 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 11,550
Change-11,550 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 11,527
Change-11,527 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 11,012
Change-11,012 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 10,991
Change-10,991 (-100%)
Value—
Betterment LLC
N/A
Shares— from 10,794
Change-10,794 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 10,490
Change-10,490 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 10,387
Change-10,387 (-100%)
Value—
&partners
N/A
Shares— from 10,334
Change-10,334 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 10,285
Change-10,285 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 10,240
Change-10,240 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 8,240
Change-8,240 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 7,674
Change-7,674 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 7,005
Change-7,005 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 5,050
Change-5,050 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 4,038
Change-4,038 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,438
Change-3,438 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 3,375
Change-3,375 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 3,235
Change-3,235 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 2,855
Change-2,855 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 2,588
Change-2,588 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,101
Change-2,101 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 1,710
Change-1,710 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,030
Change-1,030 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,018
Change-1,018 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 865
Change-865 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 783
Change-783 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 750
Change-750 (-100%)
Value—
FMR LLC
N/A
Shares— from 533
Change-533 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 517
Change-517 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 500
Change-500 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 480
Change-480 (-100%)
Value—
UBS Group AG
N/A
Shares— from 456
Change-456 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 264
Change-264 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 198
Change-198 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 137
Change-137 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 135
Change-135 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 110
Change-110 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 80
Change-80 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 0
Change0
Value—
Status
Wealth Quarterback LLC
INCREASED408,282401,964+6,318+2%$8.5M$8.7M+$259.6K2026-10-20
Prime Capital Investment Advisors, LLC
DECREASED393,485431,852-38,367-9%$9.1M$8.4M-$685.6K2026-10-20
VVR Holdings LLC
INCREASED222,709208,902+13,807+7%$4.4M$4.8M+$359.7K2026-10-19
Commonwealth Equity Services, LLC
DECREASED157,223195,958-38,735-20%$4.1M$3.4M-$766.6K2026-11-02
Fifth Third Securities, Inc.
INCREASED143,496142,566+930+1%$3.0M$3.1M+$64.1K2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED138,532152,746-14,214-9%$3.2M$3.0M-$256.0K2026-11-02
Independent Financial Group, LLC
DECREASED115,522119,082-3,560-3%$2.5M$2.5M-$39.1K2026-10-13
Wealth Enhancement Advisory Services, LLC
DECREASED86,70392,530-5,827-6%$1.9M$1.9M-$33.9K2026-10-13
Imc-Chicago, LLC
INCREASED79,22052,261+26,959+52%$1.1M$1.7M+$592.0K2026-11-05
Kestra Advisory Services, LLC
DECREASED52,23963,154-10,915-17%$1.3M$1.1M-$213.6K2026-11-02
Oppenheimer & Co Inc
INCREASED49,85548,211+1,644+3%$1.0M$1.1M+$50.1K2026-10-26
Wealthcare Advisory Partners LLC
DECREASED48,42050,368-1,948-4%$1.1M$1.0M-$26.0K2026-10-21
Truist Financial Corp
DECREASED46,83861,107-14,269-23%$1.3M$1.0M-$285.8K2026-10-30
Lynx Capital Group LTD
UNCHANGED45,16545,16500%$950.7K$964.7K+$14.0K2026-11-04
Simplex Trading, LLC
NEW44,201—+44,201——$944.1K—2026-11-04
Belvedere Trading LLC
INCREASED40,40012,703+27,697+218%$267.4K$862.9K+$595.5K2026-11-05
Trilogy Capital Inc.
DECREASED37,61537,617-20%$791.8K$803.5K+$11.6K2026-10-20
Virtus Family Office LLC
UNCHANGED31,74631,74600%$668.3K$678.1K+$9.8K2026-10-30
Concurrent Investment Advisors, LLC
DECREASED31,69870,509-38,811-55%$1.5M$677.1K-$807.1K2026-10-16
Thrive Capital Management, LLC
DECREASED30,18335,061-4,878-14%$738.0K$644.7K-$93.3K2026-10-28
Carter Financial Group, Inc.
DECREASED29,13829,514-376-1%$621.3K$622.4K+$1.1K2026-10-21
Farther Finance Advisors, LLC
DECREASED23,779261,494-237,715-91%$5.5M$507.9K-$5.0M2026-10-08
Victory Financial Group, LLC
DECREASED21,92626,507-4,581-17%$558.0K$468.3K-$89.6K2026-10-27
Creative Planning
DECREASED21,88522,555-670-3%$474.8K$467.5K-$7.3K2026-11-02
Flagship Harbor Advisors, LLC
INCREASED21,29019,090+2,200+12%$401.8K$454.8K+$52.9K2026-10-26
Sigma Planning Corp
DECREASED20,87723,478-2,601-11%$494.2K$445.9K-$48.3K2026-10-23
StoneX Group Inc.
NEW19,769—+19,769——$412.8K—2026-11-03
MGO One Seven LLC
UNCHANGED18,59718,59700%$391.5K$397.2K+$5.8K2026-10-28
International Assets Investment Management, LLC
DECREASED18,26530,485-12,220-40%$643.5K$388.9K-$254.7K2026-11-02
Vanguard Capital Wealth Advisors
DECREASED17,30019,300-2,000-10%$406.3K$369.5K-$36.7K2026-10-16
Horizon Wealth Management, LLC
UNCHANGED17,19417,19400%$361.9K$367.3K+$5.3K2026-11-02
Spire Wealth Management
DECREASED16,75916,771-120%$353.0K$358.0K+$4.9K2026-10-30
D.A. Davidson & Co.
DECREASED16,42226,877-10,455-39%$565.8K$350.8K-$215.0K2026-10-28
Chicago Partners Investment Group LLC
DECREASED16,22717,173-946-6%$323.0K$337.0K+$14.0K2026-10-27
Bryn Mawr Trust Advisors, LLC
DECREASED15,96416,721-757-5%$352.0K$341.0K-$11.0K2026-11-04
Harfst & Associates, Inc.
DECREASED15,85816,058-200-1%$338.0K$338.7K+$7062026-10-20
Milestone Asset Management, LLC
DECREASED15,11917,441-2,322-13%$367.1K$322.9K-$44.2K2026-10-15
Convergence Financial, LLC
DECREASED14,60029,200-14,600-50%$614.7K$311.9K-$302.8K2026-10-27
Total Clarity Wealth Management, Inc.
DECREASED14,17624,195-10,019-41%$509.3K$302.8K-$206.5K2026-10-26
Focus Financial Network, Inc.
DECREASED14,05015,649-1,599-10%$329.4K$300.1K-$29.3K2026-10-14
Retirement Planning Group, LLC
UNCHANGED13,62013,62000%$286.7K$290.9K+$4.2K2026-10-19
Brookstone Capital Management
DECREASED13,16813,853-685-5%$291.6K$281.3K-$10.3K2026-10-22
Gerald Baker Financial Group LLC
INCREASED12,43310,784+1,649+15%$227.0K$265.6K+$38.6K2026-10-09
Apollon Wealth Management, LLC
DECREASED11,41211,512-100-1%$242.3K$243.8K+$1.4K2026-10-23
Scissortail Wealth Management, LLC
DECREASED11,36312,875-1,512-12%$271.0K$242.7K-$28.3K2026-11-03
Avestar Capital, LLC
UNCHANGED10,24110,24100%$215.6K$218.7K+$3.2K2026-10-28
IFP Advisors, Inc
DECREASED10,03811,150-1,112-10%$234.7K$214.4K-$20.3K2026-10-16
Miramontes Capital, LLC
DECREASED9,98910,499-510-5%$221.0K$213.4K-$7.6K2026-10-19
Perigon Wealth Management, LLC
DECREASED9,89011,440-1,550-14%$240.8K$211.3K-$29.6K2026-10-22
Sovran Advisors, LLC
NEW9,800—+9,800——$203.3K—2026-11-02
Richards, Merrill & Peterson, Inc.
DECREASED9,5959,720-125-1%$204.6K$204.9K+$3432026-10-19
National Wealth Management Group, LLC
DECREASED9,51413,037-3,523-27%$274.4K$203.2K-$71.2K2026-10-26
Simplicity Wealth,LLC
DECREASED9,51213,381-3,869-29%$281.7K$203.2K-$78.5K2026-10-23
Regions Financial Corp
NEW9,410—+9,410——$201.0K—2026-11-05
US Bancorp \de\
NEW6,000—+6,000——$128.2K—2026-11-05
Creative Financial Designs Inc
INCREASED4,8263,851+975+25%$81.1K$103.1K+$22.0K2026-11-04
Monetary Solutions, Ltd
UNCHANGED4,0904,09000%$86.1K$87.4K+$1.3K2026-10-22
Golden State Wealth Management, LLC
DECREASED4,0004,007-70%$84.3K$85.4K+$1.1K2026-11-02
Western Pacific Wealth Management, LP
UNCHANGED3,2213,22100%$67.8K$68.8K+$9992026-10-16
TD Waterhouse Canada Inc.
UNCHANGED2,8232,82300%$59.5K$60.1K+$6042026-10-16
City Holding Co
UNCHANGED2,6502,65000%$55.8K$56.6K+$8482026-10-19
American Capital Advisory, LLC
UNCHANGED2,0002,00000%$42.1K$42.7K+$6202026-10-28
Toth Financial Advisory Corp
DECREASED1,50039,500-38,000-96%$831.5K$32.0K-$799.4K2026-10-08
SJS Investment Consulting Inc.
DECREASED1,3271,606-279-17%$33.8K$28.3K-$5.5K2026-10-26
Evolution Wealth Management Inc.
DECREASED1,2711,418-147-10%$29.8K$27.1K-$2.7K2026-10-28
American National Bank & Trust
DECREASED1,1381,883-745-40%$39.6K$24.3K-$15.3K2026-10-07
Blue Bell Private Wealth Management, LLC
UNCHANGED1,0351,03500%$21.8K$22.1K+$3212026-10-29
Atlantic Edge Private Wealth Management, LLC
UNCHANGED1,0251,02500%$21.6K$21.9K+$3172026-10-20
Fifth Third Bancorp
NEW1,000—+1,000——$21.4K—2026-11-05
Signaturefd, LLC
DECREASED8281,068-240-22%$22.5K$17.7K-$4.8K2026-10-23
Financial Network Wealth Advisors LLC
UNCHANGED74974900%$15.8K$16.0K+$2332026-10-28
Larson Financial Group LLC
UNCHANGED70570500%$14.8K$15.1K+$2192026-11-05
Nova Financial LLC
NEW560—+560——$12.0K—2026-11-04
Hilton Head Capital Partners, LLC
DECREASED500681-181-27%$14.3K$10.7K-$3.7K2026-10-23
Financial Management Professionals, Inc.
UNCHANGED50050000%$10.5K$10.7K+$1552026-10-23
Aspect Partners, LLC
UNCHANGED45045000%$9.5K$9.6K+$1392026-10-20
Tsfg, LLC
UNCHANGED42142100%$9$9.0K+$9.0K2026-10-23
Thompson Investment Management, Inc.
UNCHANGED36036000%$7.6K$7.7K+$1122026-10-14
Clark Wealth Partners
UNCHANGED35635600%$7.5K$7.6K+$1112026-10-19
Manitou Investment Management Ltd.
UNCHANGED27527500%$5.8K$5.9K+$852026-10-15
Citigroup Inc
DECREASED22031,649-31,429-99%$666.2K$4.7K-$661.5K2026-11-04
Team Financial Group, LLC
NEW204—+204——$4.4K—2026-10-30
Avion Wealth
UNCHANGED20020000%$4$4$02026-11-04
Assetmark, Inc
NEW181—+181——$3.9K—2026-10-21
Next Level Wealth Planning, LLC
NEW142—+142——$3.0K—2026-10-29
Jacobi Capital Management LLC
NEW104—+104——$2.2K—2026-11-05
Cedar Mountain Advisors, LLC
UNCHANGED10110100%$2.1K$2.2K+$322026-10-15
Beacon Investment Advisory Services, Inc.
UNCHANGED10010000%$2.1K$2.1K+$312026-10-13
Ulland Investment Advisors, LLC
DECREASED50100-50-50%$2$1-$12026-10-13
Hazlett, Burt & Watson, Inc.
DECREASED50100-50-50%$2$1-$12026-11-04
Highline Wealth Partners LLC
UNCHANGED484800%$1.0K$1.0K+$152026-10-19
Mather Group, Llc.
UNCHANGED404000%$845$857+$122026-10-14
Reap Financial Group, LLC
UNCHANGED353500%$737$748+$112026-11-02
Root Financial Partners, LLC
NEW32—+32——$684—2026-10-21
Financial Consulate, Inc
UNCHANGED232300%$485$492+$72026-10-23
Keystone Financial Group, Inc.
UNCHANGED111100%$232$235+$32026-10-13
Bear Mountain Capital, Inc.
UNCHANGED7700%$142$146+$42026-11-04
Albion Financial Group
NEW2—+2——$43—2026-10-21
DE Burlo Group Inc
CLOSED01,227,000-1,227,000-100%$25.8M$0-$25.8M2026-11-05
Private Capital Advisors, Inc.
CLOSED01,115,325-1,115,325-100%$23.5M$0-$23.5M2026-10-06
RIA Advisory Group LLC
CLOSED074,139-74,139-100%$1.6M$0-$1.6M2026-10-15
Lunt Capital Management, Inc.
CLOSED070,370-70,370-100%$1.5M$0-$1.5M2026-10-30
Nations Financial Group Inc,
CLOSED055,997-55,997-100%$1.2M$0-$1.2M2026-11-05
Vontobel Holding Ltd.
CLOSED030,000-30,000-100%$631.5K$0-$631.5K2026-10-16
Ceera Investments, LLC
CLOSED024,164-24,164-100%$508.7K$0-$508.7K2026-11-02
Jefferies Financial Group Inc.
CLOSED017,665-17,665-100%$371.8K$0-$371.8K2026-11-05
Integrity Alliance, Llc.
CLOSED014,341-14,341-100%$301.9K$0-$301.9K2026-10-29
First Citizens Bank & Trust Co
CLOSED013,450-13,450-100%$283.1K$0-$283.1K2026-10-14
Kingsbury Capital Investment Advisors LLC
CLOSED012,419-12,419-100%$261.4K$0-$261.4K2026-10-20
Lebenthal Global Advisors, LLC
CLOSED011,850-11,850-100%$249.4K$0-$249.4K2026-10-28
HUB Investment Partners, LLC
CLOSED010,070-10,070-100%$212.0K$0-$212.0K2026-11-03
OAK Family Advisors, LLC
CLOSED010,000-10,000-100%$210.5K$0-$210.5K2026-10-19
Curran Financial Partners, LLC
CLOSED09,705-9,705-100%$204.3K$0-$204.3K2026-11-04
Roxbury Financial LLC
CLOSED0341-341-100%$7.2K$0-$7.2K2026-10-01
Birchbrook, Inc.
CLOSED0250-250-100%$5.3K$0-$5.3K2026-10-14
Parallel Advisors, LLC
DECREASED0984-984-100%$20.7K$4-$20.7K2026-11-03
Jane Street Group, LLC
N/A—16,834,083-16,834,083-100%$354.4M———
Weiss Asset Management LP
N/A—5,097,483-5,097,483-100%$107.3M———
Susquehanna International Group, LLP
N/A—5,029,962-5,029,962-100%$105.9M———
JPMorgan Chase & Co
N/A—2,972,818-2,972,818-100%$61.6M———
LPL Financial LLC
N/A—2,904,466-2,904,466-100%$61.1M———
Alpine Global Management, LLC
N/A—2,500,100-2,500,100-100%$52.6M———
Clear Street Group Inc.
N/A—2,313,060-2,313,060-100%$48.7M———
DRW Securities, LLC
N/A—2,226,778-2,226,778-100%$46.9M———
Goldman Sachs Group Inc
N/A—1,650,000-1,650,000-100%$34.7M———
Bluefin Capital Management, LLC
N/A—1,502,443-1,502,443-100%$31.6M———
GTS Securities LLC
N/A—870,349-870,349-100%$18.3M———
Raymond James Financial Inc
N/A—757,250-757,250-100%$15.9M———
HRT Financial LP
N/A—424,835-424,835-100%$8.9M———
Group One Trading LLC
N/A—395,280-395,280-100%$8.3M———
Marex Group Ltd
N/A—309,500-309,500-100%$6.5M———
Graham Capital Management, L.P.
N/A—300,000-300,000-100%$6.3M———
Cantor Fitzgerald, L. P.
N/A—299,238-299,238-100%$6.3M———
Stifel Financial Corp
N/A—278,950-278,950-100%$5.9M———
Steward Partners Investment Advisory, LLC
N/A—274,324-274,324-100%$5.8M———
BNP Paribas Financial Markets
N/A—253,600-253,600-100%$5.3M———
Northwestern Mutual Wealth Management Co
N/A—234,394-234,394-100%$4.9M———
Osaic Holdings, Inc.
N/A—208,918-208,918-100%$4.4M———
SAM Advisors, LLC
N/A—180,304-180,304-100%$3.8M———
MML Investors Services, LLC
N/A—168,528-168,528-100%$3.5M———
Citadel Advisors LLC
N/A—167,486-167,486-100%$3.5M———
Cetera Investment Advisers
N/A—155,264-155,264-100%$3.3M———
RK Capital Management, LLC
N/A—154,000-154,000-100%$3.2M———
Envestnet Asset Management Inc
N/A—152,687-152,687-100%$3.2M———
HBK Investments L P
N/A—150,445-150,445-100%$3.2M———
Croban
N/A—143,721-143,721-100%$3.0M———
Old Mission Capital LLC
N/A—134,757-134,757-100%$2.8M———
Summit Financial, LLC
N/A—125,960-125,960-100%$2.7M———
Kingsview Wealth Management, LLC
N/A—113,437-113,437-100%$2.4M———
National Bank of Canada
N/A—100,099-100,099-100%$2.1M———
Fortis Group Advisors, LLC
N/A—96,255-96,255-100%$2.0M———
AE Wealth Management LLC
N/A—89,226-89,226-100%$1.9M———
NewEdge Advisors, LLC
N/A—80,052-80,052-100%$1.7M———
O'Connor Alternative Investments LLC
N/A—76,100-76,100-100%$1.6M———
Waverly Advisors, LLC
N/A—74,974-74,974-100%$1.6M———
Roberts Glore & Co Inc
N/A—72,575-72,575-100%$1.5M———
Mariner, LLC
N/A—64,036-64,036-100%$1.3M———
Bank of Montreal
N/A—52,488-52,488-100%$1.1M———
Private Advisor Group, LLC
N/A—48,034-48,034-100%$1.0M———
Beacon Pointe Advisors, LLC
N/A—46,527-46,527-100%$979.4K———
AssuredPartners Investment Advisors, LLC
N/A—46,414-46,414-100%$977.0K———
Morgan Stanley
N/A—43,757-43,757-100%$921.1K———
Merit Financial Group, LLC
N/A—40,695-40,695-100%$856.6K———
Gladstone Institutional Advisory LLC
N/A—40,404-40,404-100%$850.5K———
IHT Wealth Management, LLC
N/A—40,273-40,273-100%$847.7K———
Integrated Wealth Concepts LLC
N/A—40,270-40,270-100%$847.7K———
Insigneo Advisory Services, LLC
N/A—40,116-40,116-100%$844.4K———
Principal Securities, Inc.
N/A—39,616-39,616-100%$833.9K———
Stratos Wealth Partners, Ltd.
N/A—35,265-35,265-100%$742.3K———
Sanctuary Advisors, LLC
N/A—29,623-29,623-100%$623.6K———
Bluespring Wealth Management, LLC
N/A—25,916-25,916-100%$545.5K———
Benson Wealth Management Inc
N/A—22,788-22,788-100%$479.7K———
HighTower Advisors, LLC
N/A—22,423-22,423-100%$472.0K———
Janney Montgomery Scott LLC
N/A—22,294-22,294-100%$469.0K———
Federation des caisses Desjardins du Quebec
N/A—21,461-21,461-100%$451.8K———
Royal Bank of Canada
N/A—20,184-20,184-100%$425.0K———
Fox Hill Wealth Management
N/A—19,510-19,510-100%$410.7K———
Keystone Financial Group
N/A—19,479-19,479-100%$410.0K———
RPg Family Wealth Advisory, LLC
N/A—19,316-19,316-100%$406.6K———
Sharpepoint LLC
N/A—19,234-19,234-100%$404.9K———
Cerity Partners LLC
N/A—19,102-19,102-100%$402.1K———
Members Trust Co
N/A—18,414-18,414-100%$387.6K———
Ancora Advisors LLCA
N/A—17,615-17,615-100%$370.8K———
Seaview Investment Managers LLC
N/A—17,339-17,339-100%$365.0K———
Advisory Services Network, LLC
N/A—16,840-16,840-100%$354.5K———
Wilson & Boucher Capital Management, LLC
N/A—16,400-16,400-100%$345.2K———
LaSalle St. Investment Advisors, LLC
N/A—16,002-16,002-100%$336.8K———
Foundations Investment Advisors, LLC
N/A—15,721-15,721-100%$330.9K———
Essex Financial Services, Inc.
N/A—15,505-15,505-100%$326.4K———
Arete Wealth Advisors, LLC
N/A—15,250-15,250-100%$321.0K———
Mercer Global Advisors Inc
N/A—15,003-15,003-100%$315.8K———
JTC Employer Solutions Trustee Ltd
N/A—14,192-14,192-100%$299.0K———
World Investment Advisors
N/A—13,968-13,968-100%$239.7K———
Turner Financial Group, Inc.
N/A—13,582-13,582-100%$285.9K———
IAM Advisory, LLC
N/A—13,098-13,098-100%$275.7K———
GWN Securities Inc.
N/A—12,879-12,879-100%$271.1K———
Mutual Advisors, LLC
N/A—12,652-12,652-100%$266.3K———
KMT Wealth Management, LLC
N/A—12,419-12,419-100%$261.4K———
CreativeOne Wealth, LLC
N/A—12,311-12,311-100%$259.1K———
OneAscent Financial Services LLC
N/A—11,850-11,850-100%$249.4K———
Ausdal Financial Partners, Inc.
N/A—11,806-11,806-100%$248.5K———
Element Wealth, LLC
N/A—11,550-11,550-100%$243.1K———
Advance Capital Management, Inc.
N/A—11,527-11,527-100%$242.6K———
Bleakley Financial Group, LLC
N/A—11,012-11,012-100%$231.8K———
Tulsa Wealth Advisors, Inc
N/A—10,991-10,991-100%$231.4K———
Betterment LLC
N/A—10,794-10,794-100%$227.0K———
Greenwich Wealth Management LLC
N/A—10,490-10,490-100%$221.0K———
Trexquant Investment LP
N/A—10,387-10,387-100%$218.6K———
&partners
N/A—10,334-10,334-100%$193.7K———
Calton & Associates, Inc.
N/A—10,285-10,285-100%$216.5K———
Pasadena Private Wealth, LLC
N/A—10,240-10,240-100%$215.6K———
PNC Financial Services Group, Inc.
N/A—8,240-8,240-100%$173.5K———
Arax Advisory Partners
N/A—7,674-7,674-100%$161.5K———
BFC Planning, Inc.
N/A—7,005-7,005-100%$147.5K———
Institute for Wealth Management, Llc.
N/A—5,050-5,050-100%$106.3K———
Global Retirement Partners, LLC
N/A—4,038-4,038-100%$85.0K———
Harbour Investments, Inc.
N/A—3,438-3,438-100%$72.4K———
Clearstead Trust, LLC
N/A—3,375-3,375-100%$71.0K———
Ameritas Investment Partners, Inc.
N/A—3,235-3,235-100%$68.1K———
Continuum Advisory, LLC
N/A—2,855-2,855-100%$60.1K———
Allworth Financial LP
N/A—2,588-2,588-100%$54.5K———
Wells Fargo & Company
N/A—2,101-2,101-100%$44.2K———
Darwin Wealth Management, LLC
N/A—2,000-2,000-100%$42.1K———
Morse Asset Management, Inc
N/A—1,710-1,710-100%$36.0K———
Rockefeller Capital Management L.P.
N/A—1,500-1,500-100%$31.6K———
Tacita Capital Inc
N/A—1,250-1,250-100%$26.3K———
Rialto Wealth Management, LLC
N/A—1,030-1,030-100%$21.7K———
Atlantic Union Bankshares Corp
N/A—1,018-1,018-100%$21.4K———
Geneos Wealth Management Inc.
N/A—865-865-100%$18.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—783-783-100%$16.5K———
Glassman Wealth Services
N/A—750-750-100%$15.8K———
FMR LLC
N/A—533-533-100%$11.2K———
N.E.W. Advisory Services LLC
N/A—517-517-100%$10.9K———
Webster Bank, N. A.
N/A—500-500-100%$10.5K———
Truvestments Capital LLC
N/A—480-480-100%$10.1K———
UBS Group AG
N/A—456-456-100%$9.6K———
Minot DeBlois Advisors LLC
N/A—350-350-100%$7.4K———
Strategic Wealth Partners, Ltd.
N/A—264-264-100%$5.6K———
BlackRock, Inc.
N/A—200-200-100%$4.2K———
IFG Advisory, LLC
N/A—198-198-100%$4.2K———
Tower Research Capital LLC (TRC)
N/A—137-137-100%$2.9K———
Winch Advisory Services, LLC
N/A—135-135-100%$2.8K———
Tidemark, LLC
N/A—110-110-100%$2.3K———
Harborfront Financial Group LLC
N/A—100-100-100%$2.1K———
Financial Avengers, Inc.
N/A—80-80-100%$1.7K———
Capital Analysts, LLC
N/A—60-60-100%$1———
Bogart Wealth, LLC
N/A—20-20-100%$421———
Cbiz Investment Advisory Services, LLC
N/A—10-10-100%$169———
Ogorek Anthony Joseph
N/A—00—$0———
Showing 249 of 249 institutions