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Fidelity Wise Origin Bitcoin (FBTC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Citigroup Inc
NEW
Shares1,636,387
Change+1,636,387
Value$118.9M
Filed 2026-11-04
United Capital Management of KS, Inc.
INCREASED
Shares552,877 from 543,285
Change+9,592 (+2%)
Value$40.2M (+$12.4M)
Filed 2026-11-04
EverSource Wealth Advisors, LLC
INCREASED
Shares486,894 from 458,888
Change+28,006 (+6%)
Value$35.4M (+$11.9M)
Filed 2026-11-04
Beaumont Financial Advisors, LLC
INCREASED
Shares456,587 from 453,008
Change+3,579 (+1%)
Value$33.2M (+$10.0M)
Filed 2026-10-22
Means Investment Co., Inc.
DECREASED
Shares362,195 from 415,000
Change-52,805 (-13%)
Value$26.3M (+$5.1M)
Filed 2026-11-03
Legacy Wealth Asset Management, LLC
INCREASED
Shares303,300 from 301,367
Change+1,933 (+1%)
Value$22.0M (+$6.6M)
Filed 2026-10-09
Compass Ion Advisors, LLC
INCREASED
Shares253,832 from 242,288
Change+11,544 (+5%)
Value$18.4M (+$6.1M)
Filed 2026-10-23
Vestor Capital, LLC
INCREASED
Shares249,237 from 5,050
Change+244,187 (+4835%)
Value$84.9K (+$84.2K)
Filed 2026-11-04
Atlas Wealth Partners, LLC
INCREASED
Shares218,144 from 216,461
Change+1,683 (+1%)
Value$15.8M (+$4.8M)
Filed 2026-11-03
Simplex Trading, LLC
INCREASED
Shares211,625 from 123,438
Change+88,187 (+71%)
Value$15.4M (+$9.1M)
Filed 2026-11-04
Park Avenue Securities LLC
INCREASED
Shares192,604 from 155,785
Change+36,819 (+24%)
Value$14.0M (+$6.0M)
Filed 2026-10-26
Citrine Capital LLC
INCREASED
Shares188,931 from 167,780
Change+21,151 (+13%)
Value$13.7M (+$5.2M)
Filed 2026-10-14
Bayshore Capital Advisors, LLC
INCREASED
Shares176,419 from 167,499
Change+8,920 (+5%)
Value$12.8M (+$4.3M)
Filed 2026-11-02
Great Point Wealth Advisors, LLC
INCREASED
Shares174,566 from 166,142
Change+8,424 (+5%)
Value$12.7M (+$4.2M)
Filed 2026-10-15
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares174,009 from 192,363
Change-18,354 (-10%)
Value$12.6M (+$2.8M)
Filed 2026-11-02
Parcion Private Wealth LLC
INCREASED
Shares166,066 from 163,257
Change+2,809 (+2%)
Value$12.1M (+$3.7M)
Filed 2026-10-28
Creative Planning
INCREASED
Shares154,460 from 152,248
Change+2,212 (+1%)
Value$11.2M (+$3.4M)
Filed 2026-11-02
Berman McAleer LLC
DECREASED
Shares153,654 from 175,261
Change-21,607 (-12%)
Value$11.2M (+$2.2M)
Filed 2026-10-16
Commonwealth Equity Services, LLC
DECREASED
Shares146,409 from 163,437
Change-17,028 (-10%)
Value$10.6M (+$2.3M)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
INCREASED
Shares136,783 from 99,662
Change+37,121 (+37%)
Value$9.9M (+$4.8M)
Filed 2026-10-16
Lido Advisors, LLC
INCREASED
Shares131,258 from 122,633
Change+8,625 (+7%)
Value$9.5M (+$3.3M)
Filed 2026-11-04
Kestra Private Wealth Services, LLC
INCREASED
Shares124,884 from 123,587
Change+1,297 (+1%)
Value$9.1M (+$2.8M)
Filed 2026-11-06
Savant Capital, LLC
INCREASED
Shares123,280 from 71,825
Change+51,455 (+72%)
Value$9.0M (+$5.0M)
Filed 2026-11-06
Wealth Quarterback LLC
INCREASED
Shares120,201 from 110,423
Change+9,778 (+9%)
Value$8.7M (+$3.1M)
Filed 2026-10-20
Avaii Wealth Management, LLC
INCREASED
Shares113,787 from 89,149
Change+24,638 (+28%)
Value$8.3M (+$3.8M)
Filed 2026-10-09
Kingswood Wealth Advisors, LLC
INCREASED
Shares109,989 from 109,405
Change+584 (+1%)
Value$8.0M (+$2.4M)
Filed 2026-10-23
SevenBridge Financial Group, LLC
INCREASED
Shares106,931 from 93,147
Change+13,784 (+15%)
Value$7.7M (+$2.4M)
Filed 2026-10-26
Allegheny Financial Group
INCREASED
Shares104,198 from 102,569
Change+1,629 (+2%)
Value$7.6M (+$2.3M)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares101,336 from 74,804
Change+26,532 (+35%)
Value$7.2M (+$3.0M)
Filed 2026-10-13
Childress Capital Advisors, LLC
INCREASED
Shares90,705 from 89,506
Change+1,199 (+1%)
Value$6.6M (+$2.0M)
Filed 2026-10-28
Kestra Advisory Services, LLC
DECREASED
Shares85,030 from 192,511
Change-107,481 (-56%)
Value$6.2M (-$3.7M)
Filed 2026-11-02
MAD River Investors
INCREASED
Shares78,429 from 70,369
Change+8,060 (+11%)
Value$5.7M (+$2.1M)
Filed 2026-10-27
US Bancorp \de\
INCREASED
Shares77,620 from 54,457
Change+23,163 (+43%)
Value$5.6M (+$2.9M)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares75,510 from 61,541
Change+13,969 (+23%)
Value$5.5M (+$2.3M)
Filed 2026-10-08
Meitav Investment House LTD
DECREASED
Shares71,493 from 71,677
Change-184 (0%)
Value$5.2M (+$1.5M)
Filed 2026-10-28
Brookstone Capital Management
INCREASED
Shares70,203 from 58,955
Change+11,248 (+19%)
Value$5.1M (+$2.1M)
Filed 2026-10-22
DecisionMap Wealth Management, LLC
INCREASED
Shares67,299 from 65,390
Change+1,909 (+3%)
Value$4.9M (+$1.6M)
Filed 2026-10-29
Evexia Wealth LLC
INCREASED
Shares66,871 from 63,434
Change+3,437 (+5%)
Value$4.6M (+$1.1M)
Filed 2026-11-05
Spire Wealth Management
INCREASED
Shares65,479 from 62,903
Change+2,576 (+4%)
Value$4.8M (+$1.5M)
Filed 2026-10-30
Milestone Asset Management Group, LLC
INCREASED
Shares65,437 from 62,545
Change+2,892 (+5%)
Value$4.8M (+$1.6M)
Filed 2026-10-20
LPL Financial LLC
INCREASED
Shares64,574 from 41,405
Change+23,169 (+56%)
Value$4.7M (+$2.6M)
Filed 2026-11-06
AM Investment Strategies LLC
DECREASED
Shares62,921 from 64,380
Change-1,459 (-2%)
Value$4.6M (+$4.6M)
Filed 2026-11-05
Vista Investment Partners II, LLC
DECREASED
Shares61,208 from 61,819
Change-611 (-1%)
Value$4.4M (+$1.3M)
Filed 2026-10-15
Cambridge Advisors Inc.
DECREASED
Shares58,900 from 59,471
Change-571 (-1%)
Value$4.3M (+$1.2M)
Filed 2026-10-19
PTM Wealth Management, LLC
INCREASED
Shares56,241 from 54,323
Change+1,918 (+4%)
Value$4.2M (+$1.2M)
Filed 2026-10-23
IPG Investment Advisors LLC
INCREASED
Shares54,190 from 48,962
Change+5,228 (+11%)
Value$3.9M (+$1.4M)
Filed 2026-10-30
KDK Private Wealth Management, LLC
INCREASED
Shares54,135 from 54,002
Change+133 (+0%)
Value$3.9M (+$1.2M)
Filed 2026-11-03
Perigon Wealth Management, LLC
DECREASED
Shares51,247 from 52,099
Change-852 (-2%)
Value$3.7M (+$1.1M)
Filed 2026-10-22
Promethium Advisors,llc
INCREASED
Shares50,451 from 48,532
Change+1,919 (+4%)
Value$3.7M (+$1.2M)
Filed 2026-10-19
First Heartland Consultants, Inc.
DECREASED
Shares49,992 from 52,945
Change-2,953 (-6%)
Value$3.6M (+$928.6K)
Filed 2026-10-08
Spectrum Strategic Capital Management, LLC
INCREASED
Shares49,618 from 40,810
Change+8,808 (+22%)
Value$3.6M (+$1.5M)
Filed 2026-10-22
Diversify Wealth Management, LLC
INCREASED
Shares48,822 from 12,194
Change+36,628 (+300%)
Value$3.5M (+$2.8M)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares48,822 from 12,194
Change+36,628 (+300%)
Value$3.5M (+$2.8M)
Filed 2026-10-20
Security National Bank
NEW
Shares48,481
Change+48,481
Value$3.5M
Filed 2026-10-26
Element Pointe Advisors, LLC
DECREASED
Shares46,839 from 60,029
Change-13,190 (-22%)
Value$3.4M (+$337.9K)
Filed 2026-10-21
Haven Private, LLC
DECREASED
Shares45,768 from 46,555
Change-787 (-2%)
Value$3.3M (+$948.0K)
Filed 2026-10-27
LFG Wealth Partners, LLC
DECREASED
Shares45,593 from 51,869
Change-6,276 (-12%)
Value$3.3M (+$664.0K)
Filed 2026-10-28
Traynor Capital Management, Inc.
DECREASED
Shares44,979 from 45,867
Change-888 (-2%)
Value$3.3M (+$925.8K)
Filed 2026-10-29
Beam Wealth Advisors, Inc.
INCREASED
Shares44,455 from 44,310
Change+145 (+0%)
Value$3.2M (+$967.2K)
Filed 2026-11-03
Mission Wealth Management, LP
DECREASED
Shares43,049 from 45,710
Change-2,661 (-6%)
Value$3.1M (+$793.6K)
Filed 2026-10-15
Valeo Financial Advisors, LLC
INCREASED
Shares41,174 from 38,852
Change+2,322 (+6%)
Value$3.0M (+$1.0M)
Filed 2026-10-08
Wealthcare Advisory Partners LLC
INCREASED
Shares39,351 from 33,084
Change+6,267 (+19%)
Value$2.9M (+$1.2M)
Filed 2026-10-21
Sepio Capital, LP
DECREASED
Shares38,372 from 95,806
Change-57,434 (-60%)
Value$2.8M (-$2.1M)
Filed 2026-10-22
Joel Isaacson & Co., LLC
DECREASED
Shares38,146 from 39,244
Change-1,098 (-3%)
Value$2.8M (+$767.5K)
Filed 2026-11-05
CRA Financial Services, LLC
INCREASED
Shares37,932 from 33,327
Change+4,605 (+14%)
Value$2.8M (+$1.1M)
Filed 2026-10-16
Gerber Kawasaki Wealth & Investment Management
NEW
Shares35,604
Change+35,604
Value$2.6M
Filed 2026-10-29
Garde Capital, Inc.
DECREASED
Shares32,865 from 34,083
Change-1,218 (-4%)
Value$2.4M (+$647.4K)
Filed 2026-10-29
Signal Advisors Wealth, LLC
DECREASED
Shares30,943 from 32,084
Change-1,141 (-4%)
Value$2.2M (+$609.8K)
Filed 2026-10-13
Innovative Advisory Group, LLC
DECREASED
Shares30,685 from 32,035
Change-1,350 (-4%)
Value$2.2M (+$593.6K)
Filed 2026-10-13
Abound Wealth Management
INCREASED
Shares30,668 from 30,221
Change+447 (+1%)
Value$2.2M (+$684.9K)
Filed 2026-10-26
Firestone Capital Management
INCREASED
Shares29,809 from 29,780
Change+29 (+0%)
Value$2.2M (+$645.1K)
Filed 2026-11-03
Walser Wealth Management Company, A Ltd Liability Co
DECREASED
Shares29,565 from 29,878
Change-313 (-1%)
Value$2.1M (+$622.3K)
Filed 2026-10-15
Vista Finance, LLC
INCREASED
Shares29,388 from 27,288
Change+2,100 (+8%)
Value$2.1M (+$741.7K)
Filed 2026-10-23
Financial Designs Corp
INCREASED
Shares29,016 from 28,136
Change+880 (+3%)
Value$2.1M (+$671.4K)
Filed 2026-10-09
Bank of New York Mellon Corp
DECREASED
Shares28,914 from 35,513
Change-6,599 (-19%)
Value$2.1M (+$287.3K)
Filed 2026-11-05
Alchemi Wealth, LLC
INCREASED
Shares28,477 from 28,144
Change+333 (+1%)
Value$2.1M (+$631.9K)
Filed 2026-11-04
IFP Advisors, Inc
INCREASED
Shares27,976 from 8,428
Change+19,548 (+232%)
Value$2.0M (+$1.6M)
Filed 2026-10-16
Nkcfo LLC
NEW
Shares27,500
Change+27,500
Value$2.0M
Filed 2026-11-04
Atria Investments, Inc
INCREASED
Shares27,452 from 24,542
Change+2,910 (+12%)
Value$2.0M (+$741.2K)
Filed 2026-10-15
High Note Wealth, LLC
DECREASED
Shares27,253 from 27,801
Change-548 (-2%)
Value$2.0M (+$560.4K)
Filed 2026-10-27
Guild Investment Management, Inc.
DECREASED
Shares26,956 from 29,587
Change-2,631 (-9%)
Value$2.0M (+$447.7K)
Filed 2026-11-03
Smart Wealth LLC
DECREASED
Shares26,931 from 30,610
Change-3,679 (-12%)
Value$2.0M (+$393.6K)
Filed 2026-11-04
Advisory Solutions Group, LLC
NEW
Shares26,577
Change+26,577
Value$1.9M
Filed 2026-10-14
WealthPlan Investment Management, LLC
DECREASED
Shares26,507 from 29,141
Change-2,634 (-9%)
Value$1.9M (+$437.8K)
Filed 2026-10-15
180 Wealth Advisors, LLC
DECREASED
Shares25,955 from 29,198
Change-3,243 (-11%)
Value$1.9M (+$394.8K)
Filed 2026-11-03
Vise Technologies, Inc.
INCREASED
Shares25,869 from 19,742
Change+6,127 (+31%)
Value$1.9M (+$871.3K)
Filed 2026-10-29
Blue Trust, Inc.
DECREASED
Shares25,296 from 34,904
Change-9,608 (-28%)
Value$1.8M (+$55.6K)
Filed 2026-10-15
Madison Park Capital Advisors, LLC
INCREASED
Shares23,668 from 6,744
Change+16,924 (+251%)
Value$1.7M (+$284.4K)
Filed 2026-10-28
Objective Capital Management, LLC
UNCHANGED
Shares23,436 from 23,436
Change0 (0%)
Value$1.7M (+$506.0K)
Filed 2026-10-13
Highland Financial Advisors, LLC
INCREASED
Shares23,259 from 22,085
Change+1,174 (+5%)
Value$1.7M (+$562.1K)
Filed 2026-10-19
QTR Family Wealth, LLC
DECREASED
Shares23,024 from 40,017
Change-16,993 (-42%)
Value$1.7M (-$370.4K)
Filed 2026-11-02
Venture Visionary Partners LLC
UNCHANGED
Shares22,800 from 22,800
Change0 (0%)
Value$1.7M (+$492.3K)
Filed 2026-10-07
Merit Financial Group, LLC
DECREASED
Shares22,430 from 24,759
Change-2,329 (-9%)
Value$1.6M (+$365.3K)
Filed 2026-11-06
Wedmont Private Capital
DECREASED
Shares21,814 from 22,064
Change-250 (-1%)
Value$1.6M (+$323.5K)
Filed 2026-10-09
Mills Wealth Advisors LLC
INCREASED
Shares21,366 from 21,033
Change+333 (+2%)
Value$1.6M (+$478.3K)
Filed 2026-10-22
Clearstead Advisors, LLC
DECREASED
Shares21,059 from 23,996
Change-2,937 (-12%)
Value$1.5M (+$304.7K)
Filed 2026-11-06
Financial Management Professionals, Inc.
UNCHANGED
Shares20,798 from 20,798
Change0 (0%)
Value$1.5M (+$449.0K)
Filed 2026-10-23
Bryn Mawr Trust Advisors, LLC
UNCHANGED
Shares20,785 from 20,785
Change0 (0%)
Value$1.5M (+$448.7K)
Filed 2026-11-04
SkyOak Wealth, LLC
DECREASED
Shares19,970 from 21,944
Change-1,974 (-9%)
Value$1.5M (+$330.4K)
Filed 2026-10-28
Principle Wealth Partners LLC
DECREASED
Shares19,954 from 21,166
Change-1,212 (-6%)
Value$1.4M (+$369.0K)
Filed 2026-11-02
Hubbell Strickland Wealth Management, LLC
DECREASED
Shares19,467 from 19,737
Change-270 (-1%)
Value$1.4M (+$406.5K)
Filed 2026-10-29
LifeGoal Investments, LLC
UNCHANGED
Shares19,381 from 19,381
Change0 (0%)
Value$1.4M (+$418.4K)
Filed 2026-10-09
KFG Wealth Management, LLC
INCREASED
Shares18,945 from 14,372
Change+4,573 (+32%)
Value$1.4M (+$642.5K)
Filed 2026-10-16
Abundance Wealth Counselors
DECREASED
Shares18,798 from 24,998
Change-6,200 (-25%)
Value$1.4M (+$89.3K)
Filed 2026-10-26
Parallel Advisors, LLC
INCREASED
Shares17,827 from 17,679
Change+148 (+1%)
Value$1.3M (+$392.4K)
Filed 2026-11-03
Sovran Advisors, LLC
INCREASED
Shares17,585 from 16,921
Change+664 (+4%)
Value$1.2M (+$295.2K)
Filed 2026-11-02
Soltis Investment Advisors LLC
INCREASED
Shares17,551 from 17,167
Change+384 (+2%)
Value$1.3M (+$398.5K)
Filed 2026-10-28
Condor Capital Management
INCREASED
Shares17,507 from 16,571
Change+936 (+6%)
Value$1.3M (+$425.8K)
Filed 2026-11-06
JSF Financial, LLC
UNCHANGED
Shares17,059 from 17,059
Change0 (0%)
Value$1.2M (+$368.3K)
Filed 2026-10-22
Benchmark Financial Wealth Advisors, LLC
DECREASED
Shares16,738 from 17,406
Change-668 (-4%)
Value$1.2M (+$327.2K)
Filed 2026-10-20
Financial Partners Group, Inc
DECREASED
Shares16,708 from 19,664
Change-2,956 (-15%)
Value$1.2M (+$209.8K)
Filed 2026-10-19
Bedel Financial Consulting, Inc.
UNCHANGED
Shares16,368 from 16,368
Change0 (0%)
Value$1.2M (+$353.4K)
Filed 2026-11-06
Mustard Seed Financial, LLC
DECREASED
Shares16,111 from 16,497
Change-386 (-2%)
Value$1.2M (+$328.1K)
Filed 2026-10-30
Clark Wealth Partners
INCREASED
Shares16,097 from 16,006
Change+91 (+1%)
Value$1.2M (+$352.2K)
Filed 2026-10-19
MTM Investment Management, LLC
DECREASED
Shares15,746 from 16,741
Change-995 (-6%)
Value$1.1M (+$289.2K)
Filed 2026-10-30
Silverlake Wealth Management LLC
DECREASED
Shares15,530 from 18,640
Change-3,110 (-17%)
Value$1.1M (+$176.5K)
Filed 2026-10-21
Robertson Stephens Wealth Management, LLC
INCREASED
Shares15,322 from 14,803
Change+519 (+4%)
Value$1.1M (+$357.3K)
Filed 2026-10-16
Tred Avon Family Wealth, LLC
NEW
Shares15,296
Change+15,296
Value$1.1M
Filed 2026-10-20
Aries Wealth Management
DECREASED
Shares14,616 from 19,096
Change-4,480 (-23%)
Value$1.1M (+$86.9K)
Filed 2026-10-23
Chicago Partners Investment Group LLC
NEW
Shares14,576
Change+14,576
Value$1.0M
Filed 2026-10-27
Marietta Wealth Management, LLC
UNCHANGED
Shares14,470 from 14,470
Change0 (0%)
Value$1.0M (+$289.8K)
Filed 2026-10-22
Strata Wealth Advisors, LLC
UNCHANGED
Shares14,373 from 14,373
Change0 (0%)
Value$1.0M (+$310.3K)
Filed 2026-10-16
National Wealth Management Group, LLC
DECREASED
Shares14,228 from 14,286
Change-58 (0%)
Value$1.0M (+$304.2K)
Filed 2026-10-26
Five Pine Wealth Management
DECREASED
Shares13,717 from 13,984
Change-267 (-2%)
Value$996.4K (+$282.5K)
Filed 2026-10-20
Larson Financial Group LLC
DECREASED
Shares13,251 from 13,300
Change-49 (0%)
Value$962.6K (+$283.6K)
Filed 2026-11-05
Falcon Wealth Planning
DECREASED
Shares13,224 from 13,502
Change-278 (-2%)
Value$960.6K (+$271.3K)
Filed 2026-11-06
MGO One Seven LLC
INCREASED
Shares13,036 from 8,949
Change+4,087 (+46%)
Value$946.9K (+$490.1K)
Filed 2026-10-28
Earned Wealth Advisors, LLC
INCREASED
Shares12,999 from 10,556
Change+2,443 (+23%)
Value$944.2K (+$405.3K)
Filed 2026-11-06
Eagle Strategies LLC
INCREASED
Shares12,954 from 12,699
Change+255 (+2%)
Value$941.0K (+$292.7K)
Filed 2026-10-16
Upper Left Wealth Management, LLC
DECREASED
Shares12,924 from 13,774
Change-850 (-6%)
Value$938.8K (+$235.6K)
Filed 2026-10-14
Rochester Wealth Strategies, LLC
INCREASED
Shares12,882 from 12,616
Change+266 (+2%)
Value$935.7K (+$291.7K)
Filed 2026-11-03
Angeles Wealth Management, LLC
UNCHANGED
Shares12,827 from 12,827
Change0 (0%)
Value$931.8K (+$276.9K)
Filed 2026-10-26
StoryOne LLC
INCREASED
Shares12,824 from 6,412
Change+6,412 (+100%)
Value$931.5K (+$604.2K)
Filed 2026-10-13
GK Wealth Management LLC
DECREASED
Shares12,823 from 23,957
Change-11,134 (-46%)
Value$931.5K (-$291.5K)
Filed 2026-10-09
Eagle Global Advisors LLC
UNCHANGED
Shares12,800 from 12,800
Change0 (0%)
Value$929.8K (+$276.4K)
Filed 2026-11-02
Sound Portfolio Advisors, LLC
INCREASED
Shares12,783 from 11,760
Change+1,023 (+9%)
Value$928.6K (+$328.2K)
Filed 2026-11-05
Secure Asset Management, LLC
INCREASED
Shares12,625 from 10,084
Change+2,541 (+25%)
Value$917.1K (+$402.3K)
Filed 2026-10-19
Daymark Wealth Partners, LLC
INCREASED
Shares12,587 from 12,497
Change+90 (+1%)
Value$914.3K (+$276.3K)
Filed 2026-11-04
Bauman Advisory Group, LLC
DECREASED
Shares12,456 from 12,632
Change-176 (-1%)
Value$904.8K (+$260.0K)
Filed 2026-10-29
Endowment Wealth Management, Inc.
INCREASED
Shares12,443 from 10,706
Change+1,737 (+16%)
Value$903.9K (+$357.3K)
Filed 2026-11-03
Wiser Wealth Management, Inc
DECREASED
Shares12,312 from 12,580
Change-268 (-2%)
Value$894.3K (+$252.1K)
Filed 2026-10-14
Whitaker-Myers Wealth Managers, Ltd.
DECREASED
Shares12,251 from 12,732
Change-481 (-4%)
Value$889.9K (+$239.9K)
Filed 2026-10-09
Perryman Financial Advisory Inc
INCREASED
Shares11,943 from 11,887
Change+56 (+0%)
Value$867.5K (+$260.7K)
Filed 2026-10-16
Cane Capital Partners, LLC
DECREASED
Shares11,878 from 23,340
Change-11,462 (-49%)
Value$862.8K (-$328.7K)
Filed 2026-10-23
Waldron Private Wealth LLC
DECREASED
Shares11,713 from 15,080
Change-3,367 (-22%)
Value$850.8K (+$81.0K)
Filed 2026-11-02
Brighton Jones LLC
INCREASED
Shares11,675 from 6,556
Change+5,119 (+78%)
Value$848.0K (+$513.4K)
Filed 2026-11-03
Warren Street Wealth Advisors, LLC
UNCHANGED
Shares11,264 from 11,264
Change0 (0%)
Value$818.2K (+$243.2K)
Filed 2026-11-04
Forum Financial Management, LP
DECREASED
Shares11,000 from 11,300
Change-300 (-3%)
Value$799.0K (+$222.2K)
Filed 2026-10-16
Quantify Chaos Advisors, LLC
INCREASED
Shares10,702 from 8,756
Change+1,946 (+22%)
Value$777.4K (+$330.4K)
Filed 2026-11-04
Tectonic Advisors LLC
INCREASED
Shares10,683 from 8,944
Change+1,739 (+19%)
Value$776.0K (+$319.4K)
Filed 2026-10-22
Primoris Wealth Advisors, LLC
NEW
Shares10,549
Change+10,549
Value$766.3K
Filed 2026-10-28
Verus Financial Partners, Inc.
UNCHANGED
Shares10,447 from 10,447
Change0 (0%)
Value$758.9K (+$225.6K)
Filed 2026-10-29
Instrumental Wealth, LLC
INCREASED
Shares10,385 from 10,345
Change+40 (+0%)
Value$754.4K (+$226.3K)
Filed 2026-10-20
Parkside Financial Bank & Trust
UNCHANGED
Shares10,367 from 10,367
Change0 (0%)
Value$753.1K (+$223.8K)
Filed 2026-10-27
StoneX Group Inc.
NEW
Shares10,348
Change+10,348
Value$663.1K
Filed 2026-11-03
Platform Technology Partners
INCREASED
Shares10,339 from 8,408
Change+1,931 (+23%)
Value$751.0K (+$321.8K)
Filed 2026-11-02
Meridian Wealth Management, LLC
DECREASED
Shares10,253 from 13,449
Change-3,196 (-24%)
Value$744.8K (+$58.2K)
Filed 2026-11-05
Lanark Financial, Inc.
INCREASED
Shares10,063 from 9,513
Change+550 (+6%)
Value$731.0K (+$245.3K)
Filed 2026-10-26
Rahlfs Capital, LLC
INCREASED
Shares9,970 from 9,550
Change+420 (+4%)
Value$724.2K (+$236.7K)
Filed 2026-10-23
Regatta Capital Group, LLC
INCREASED
Shares9,969 from 9,914
Change+55 (+1%)
Value$724.2K (+$218.0K)
Filed 2026-10-23
GC Wealth Management RIA, LLC
DECREASED
Shares9,846 from 10,891
Change-1,045 (-10%)
Value$715.2K (+$159.2K)
Filed 2026-11-02
Wilmington Savings Fund Society, FSB
INCREASED
Shares9,789 from 7,991
Change+1,798 (+23%)
Value$711.1K (+$303.1K)
Filed 2026-10-23
Clientfirst Wealth Management, LLC
DECREASED
Shares9,773 from 9,793
Change-20 (0%)
Value$709.9K (+$210.0K)
Filed 2026-11-04
Equitable Trust Co
UNCHANGED
Shares9,763 from 9,763
Change0 (0%)
Value$709.2K (+$210.8K)
Filed 2026-10-13
Financial Management Network Inc
UNCHANGED
Shares9,747 from 9,747
Change0 (0%)
Value$714.7K (+$170.7K)
Filed 2026-10-09
Wealth Dimensions Group, Ltd.
DECREASED
Shares9,654 from 9,664
Change-10 (0%)
Value$701.2K (+$207.9K)
Filed 2026-11-02
Crestwood Advisors Group, LLC
DECREASED
Shares9,439 from 9,874
Change-435 (-4%)
Value$685.6K (+$181.6K)
Filed 2026-10-27
Roman Butler Fullerton & Co
INCREASED
Shares9,387 from 9,291
Change+96 (+1%)
Value$667.8K (+$164.9K)
Filed 2026-10-27
Activest Wealth Management
DECREASED
Shares9,346 from 9,451
Change-105 (-1%)
Value$678.9K (+$196.4K)
Filed 2026-10-15
Prosperity Planning, Inc.
DECREASED
Shares9,300 from 9,330
Change-30 (0%)
Value$675.5K (+$199.3K)
Filed 2026-10-09
Canvas Wealth Advisors, LLC
DECREASED
Shares9,270 from 11,613
Change-2,343 (-20%)
Value$651.0K (+$58.2K)
Filed 2026-11-02
Sweeney & Michel, LLC
DECREASED
Shares9,153 from 9,280
Change-127 (-1%)
Value$664.9K (+$140.3K)
Filed 2026-10-16
Split Rock Private Trading & Wealth Management, LLC
INCREASED
Shares9,013 from 8,854
Change+159 (+2%)
Value$654.7K (+$202.7K)
Filed 2026-10-15
Choreo, LLC
INCREASED
Shares8,926 from 7,419
Change+1,507 (+20%)
Value$648.4K (+$269.6K)
Filed 2026-10-28
Massachusetts Wealth Management
UNCHANGED
Shares8,767 from 8,767
Change0 (0%)
Value$636.8K (+$189.3K)
Filed 2026-10-21
Everett Harris & Co
DECREASED
Shares8,511 from 8,709
Change-198 (-2%)
Value$618.2K (+$173.6K)
Filed 2026-10-28
Wealth Group Ltd
DECREASED
Shares8,477 from 11,090
Change-2,613 (-24%)
Value$621.6K (+$55.5K)
Filed 2026-10-07
Matauro, LLC
INCREASED
Shares8,394 from 8,134
Change+260 (+3%)
Value$609.7K (+$194.5K)
Filed 2026-11-03
Basso Capital Management, L.P.
UNCHANGED
Shares8,350 from 8,350
Change0 (0%)
Value$606.5K (+$180.3K)
Filed 2026-10-30
Sendero Wealth Management, LLC
INCREASED
Shares8,151 from 4,374
Change+3,777 (+86%)
Value$592.1K (+$368.8K)
Filed 2026-10-14
Weil Company, Inc.
UNCHANGED
Shares8,140 from 8,140
Change0 (0%)
Value$591.3K (+$175.7K)
Filed 2026-10-14
Anson Capital, Inc.
INCREASED
Shares8,098 from 8,093
Change+5 (+0%)
Value$588.2K (+$175.1K)
Filed 2026-10-23
Shade Tree Advisors LLC
INCREASED
Shares7,777 from 6,894
Change+883 (+13%)
Value$564.9K (+$213.0K)
Filed 2026-10-22
AdvisorNet Financial, Inc
DECREASED
Shares7,738 from 7,978
Change-240 (-3%)
Value$550.0K (+$142.7K)
Filed 2026-10-15
Union Bancaire Privee, UBP SA
UNCHANGED
Shares7,690 from 7,690
Change0 (0%)
Value$466.4K (+$140.0K)
Filed 2026-11-04
Citizens National Bank Trust Department
DECREASED
Shares7,675 from 13,055
Change-5,380 (-41%)
Value$557.5K (-$108.9K)
Filed 2026-11-04
Dudley Capital Management, LLC
DECREASED
Shares7,656 from 8,033
Change-377 (-5%)
Value$556.1K (+$146.0K)
Filed 2026-10-23
Guidance Point Advisors, LLC
DECREASED
Shares7,305 from 7,336
Change-31 (0%)
Value$530.9K (+$156.2K)
Filed 2026-10-15
Trek Financial, LLC
INCREASED
Shares7,278 from 5,074
Change+2,204 (+43%)
Value$528.7K (+$269.6K)
Filed 2026-10-29
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares7,275 from 4,222
Change+3,053 (+72%)
Value$528.5K (+$312.9K)
Filed 2026-10-14
Solstein Capital, LLC
UNCHANGED
Shares7,249 from 7,249
Change0 (0%)
Value$526.6K (+$156.5K)
Filed 2026-11-02
Independent Financial Group, LLC
INCREASED
Shares6,905 from 6,155
Change+750 (+12%)
Value$501.6K (+$187.4K)
Filed 2026-10-13
Centerpoint Advisors, LLC
UNCHANGED
Shares6,778 from 6,778
Change0 (0%)
Value$492.0K (+$146.0K)
Filed 2026-11-05
J.W. Cole Advisors, Inc.
DECREASED
Shares6,724 from 6,933
Change-209 (-3%)
Value$488.4K (+$134.5K)
Filed 2026-11-05
Allworth Financial LP
INCREASED
Shares6,661 from 4,492
Change+2,169 (+48%)
Value$340.1K (+$110.7K)
Filed 2026-11-06
KMG Fiduciary Partners, LLC
DECREASED
Shares6,641 from 7,077
Change-436 (-6%)
Value$482.4K (+$121.1K)
Filed 2026-10-14
Orba Wealth Advisors, L.L.C.
NEW
Shares6,606
Change+6,606
Value$479.9K
Filed 2026-10-23
Ritholtz Wealth Management
INCREASED
Shares6,604 from 5,590
Change+1,014 (+18%)
Value$479.7K (+$194.3K)
Filed 2026-11-05
Grimes & Co Wealth Management, LLC
INCREASED
Shares6,549 from 5,015
Change+1,534 (+31%)
Value$475.7K (+$219.7K)
Filed 2026-10-29
Relyea Zuckerberg Hanson LLC
DECREASED
Shares6,534 from 15,245
Change-8,711 (-57%)
Value$474.6K (-$303.6K)
Filed 2026-10-20
Pennsylvania Capital Management Inc
NEW
Shares6,439
Change+6,439
Value$467.7K
Filed 2026-11-05
Corps Capital Advisors, LLC
DECREASED
Shares6,422 from 7,322
Change-900 (-12%)
Value$466.5K (+$92.7K)
Filed 2026-11-05
Crown Wealth Group, LLC
DECREASED
Shares6,348 from 6,352
Change-4 (0%)
Value$461.1K (+$136.8K)
Filed 2026-10-19
Moors & Cabot, Inc.
INCREASED
Shares6,258 from 6,240
Change+18 (+0%)
Value$454.6K (+$136.0K)
Filed 2026-11-06
Worth Asset Management, LLC
INCREASED
Shares6,211 from 5,829
Change+382 (+7%)
Value$451.2K (+$153.6K)
Filed 2026-10-07
Ellis Investment Partners, LLC
DECREASED
Shares6,186 from 7,635
Change-1,449 (-19%)
Value$449.4K (+$59.6K)
Filed 2026-10-21
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares6,185 from 6,325
Change-140 (-2%)
Value$449.0K (+$126.0K)
Filed 2026-11-02
Associated Banc-Corp
DECREASED
Shares6,102 from 8,352
Change-2,250 (-27%)
Value$443.2K (+$16.9K)
Filed 2026-10-30
Central Trust Co
UNCHANGED
Shares5,922 from 5,922
Change0 (0%)
Value$430.2K (+$127.9K)
Filed 2026-11-05
Asset Dedication, LLC
UNCHANGED
Shares5,895 from 5,895
Change0 (0%)
Value$428.2K (+$127.3K)
Filed 2026-11-03
Werba Rubin Papier Wealth Management
UNCHANGED
Shares5,878 from 5,878
Change0 (0%)
Value$427.0K (+$126.9K)
Filed 2026-11-06
Wesbanco Bank Inc
DECREASED
Shares5,857 from 9,185
Change-3,328 (-36%)
Value$425.5K (-$43.4K)
Filed 2026-11-04
Wealth Effects LLC
DECREASED
Shares5,795 from 6,005
Change-210 (-3%)
Value$420.9K (+$114.4K)
Filed 2026-10-23
Cape Investment Advisory, Inc.
UNCHANGED
Shares5,795 from 5,795
Change0 (0%)
Value$420.9K (+$125.1K)
Filed 2026-10-13
Founders Financial Securities LLC
UNCHANGED
Shares5,774 from 5,774
Change0 (0%)
Value$419.4K (+$124.7K)
Filed 2026-10-28
Avior Wealth Management, LLC
INCREASED
Shares5,773 from 5,743
Change+30 (+1%)
Value$419.4K (+$126.2K)
Filed 2026-10-13
Adamsbrown Wealth Consultants LLC
INCREASED
Shares5,734 from 5,042
Change+692 (+14%)
Value$416.5K (+$159.1K)
Filed 2026-10-20
CLG LLC
DECREASED
Shares5,708 from 5,726
Change-18 (0%)
Value$414.6K (+$122.3K)
Filed 2026-10-13
Beacon Capital Management, LLC
DECREASED
Shares5,703 from 5,729
Change-26 (0%)
Value$414.3K (+$121.8K)
Filed 2026-10-23
CMG Global Holdings, LLC
INCREASED
Shares5,637 from 5,633
Change+4 (+0%)
Value$409.5K (+$121.9K)
Filed 2026-10-14
XXI Wealth, LLC
INCREASED
Shares5,600 from 4,350
Change+1,250 (+29%)
Value$406.8K (+$184.7K)
Filed 2026-10-22
Claro Advisors Inc.
INCREASED
Shares5,515 from 5,208
Change+307 (+6%)
Value$400.6K (+$134.8K)
Filed 2026-11-02
Clarus Group, Inc.
UNCHANGED
Shares5,500 from 5,500
Change0 (0%)
Value$399.5K (+$118.7K)
Filed 2026-10-21
Sage Mountain Advisors LLC
UNCHANGED
Shares5,481 from 5,481
Change0 (0%)
Value$398.1K (+$118.3K)
Filed 2026-11-02
Vicus Capital
UNCHANGED
Shares5,476 from 5,476
Change0 (0%)
Value$397.8K (+$118.2K)
Filed 2026-11-05
Vestia Personal Wealth Advisors
UNCHANGED
Shares5,464 from 5,464
Change0 (0%)
Value$396.9K (+$118.0K)
Filed 2026-10-20
Moneco Advisors, LLC
DECREASED
Shares5,449 from 5,518
Change-69 (-1%)
Value$395.8K (+$114.1K)
Filed 2026-11-05
Wealth Management Nebraska
UNCHANGED
Shares5,445 from 5,445
Change0 (0%)
Value$395.5K (+$117.6K)
Filed 2026-10-26
Gryphon Financial Partners LLC
UNCHANGED
Shares5,380 from 5,380
Change0 (0%)
Value$390.8K (+$116.1K)
Filed 2026-11-04
Appleton Partners Inc
DECREASED
Shares5,328 from 5,361
Change-33 (-1%)
Value$387.0K (+$113.0K)
Filed 2026-10-30
Avestar Capital, LLC
UNCHANGED
Shares5,236 from 5,236
Change0 (0%)
Value$380.3K (+$113.0K)
Filed 2026-10-28
AMG National Trust Bank
UNCHANGED
Shares5,205 from 5,205
Change0 (0%)
Value$378.1K (+$112.4K)
Filed 2026-11-05
Sentinel Pension Advisors, LLC
INCREASED
Shares5,190 from 4,674
Change+516 (+11%)
Value$377.0K (+$116.1K)
Filed 2026-11-02
Cooper Financial Group
DECREASED
Shares5,082 from 5,497
Change-415 (-8%)
Value$369.2K (+$88.5K)
Filed 2026-10-07
IVC Wealth Advisors LLC
UNCHANGED
Shares5,057 from 5,057
Change0 (0%)
Value$367.3K (+$109.2K)
Filed 2026-10-23
Redhawk Wealth Advisors, Inc.
DECREASED
Shares5,027 from 5,780
Change-753 (-13%)
Value$365.1K (+$70.1K)
Filed 2026-10-14
BridgePort Financial Solutions, LLC
UNCHANGED
Shares4,956 from 4,956
Change0 (0%)
Value$360.0K (+$107.0K)
Filed 2026-11-02
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares4,946 from 4,946
Change0 (0%)
Value$359.3K (+$106.8K)
Filed 2026-10-30
Sowell Financial Services LLC
DECREASED
Shares4,919 from 5,966
Change-1,047 (-18%)
Value$357.3K (+$52.7K)
Filed 2026-10-23
Revisor Wealth Management LLC
DECREASED
Shares4,872 from 16,723
Change-11,851 (-71%)
Value$349.5K (-$504.2K)
Filed 2026-10-20
Capital Investment Advisors, LLC
DECREASED
Shares4,855 from 6,605
Change-1,750 (-26%)
Value$352.6K (+$15.5K)
Filed 2026-10-22
Chicago Capital, LLC
DECREASED
Shares4,848 from 4,990
Change-142 (-3%)
Value$352.2K (+$97.4K)
Filed 2026-10-13
JGP Wealth Management, LLC
NEW
Shares4,815
Change+4,815
Value$349.8K
Filed 2026-10-13
Simon Quick Advisors, LLC
UNCHANGED
Shares4,813 from 4,813
Change0 (0%)
Value$349.6K (+$103.9K)
Filed 2026-10-26
Broussard Financial Group LLC
DECREASED
Shares4,776 from 7,460
Change-2,684 (-36%)
Value$346.9K (-$33.9K)
Filed 2026-10-26
Waterway Wealth Management, LLC
NEW
Shares4,733
Change+4,733
Value$343.8K
Filed 2026-10-28
McAdam, LLC
DECREASED
Shares4,723 from 5,032
Change-309 (-6%)
Value$343.1K (+$86.2K)
Filed 2026-10-21
NewSquare Capital LLC
NEW
Shares4,718
Change+4,718
Value$342.7K
Filed 2026-11-06
Schneider Downs Wealth Management Advisors, LP
UNCHANGED
Shares4,712 from 4,712
Change0 (0%)
Value$342.3K (+$101.7K)
Filed 2026-10-27
3Edge Asset Management, LP
NEW
Shares4,701
Change+4,701
Value$341.5K
Filed 2026-10-30
Westover Capital Advisors, LLC
DECREASED
Shares4,625 from 6,735
Change-2,110 (-31%)
Value$336.0K (-$7.9K)
Filed 2026-10-26
Citizens Financial Group Inc
NEW
Shares4,612
Change+4,612
Value$335.0K
Filed 2026-10-23
Ashton Thomas Private Wealth, LLC
NEW
Shares4,591
Change+4,591
Value$333.5K
Filed 2026-11-03
Mirador Capital Partners LP
NEW
Shares4,555
Change+4,555
Value$330.9K
Filed 2026-10-09
Signaturefd, LLC
INCREASED
Shares4,524 from 3,619
Change+905 (+25%)
Value$328.6K (+$143.9K)
Filed 2026-10-23
AlphaCore Capital LLC
DECREASED
Shares4,502 from 5,002
Change-500 (-10%)
Value$327.0K (+$71.7K)
Filed 2026-11-04
United Advisor Group, LLC
INCREASED
Shares4,453 from 4,325
Change+128 (+3%)
Value$323.5K (+$102.7K)
Filed 2026-11-03
Shepherd Street Advisors LLC
INCREASED
Shares4,392 from 4,262
Change+130 (+3%)
Value$314.2K (+$73.2K)
Filed 2026-10-21
Hutchens & Kramer Investment Management Group, LLC
UNCHANGED
Shares4,360 from 4,360
Change0 (0%)
Value$316.7K (+$94.1K)
Filed 2026-10-16
Evolution Wealth Advisors, LLC
UNCHANGED
Shares4,340 from 4,340
Change0 (0%)
Value$315.3K (+$93.7K)
Filed 2026-11-03
IFG Advisors, LLC
DECREASED
Shares4,337 from 4,393
Change-56 (-1%)
Value$315.1K (+$90.8K)
Filed 2026-10-15
Curran Financial Partners, LLC
DECREASED
Shares4,290 from 4,530
Change-240 (-5%)
Value$311.6K (+$80.4K)
Filed 2026-11-04
HB Wealth Management, LLC
DECREASED
Shares4,286 from 5,350
Change-1,064 (-20%)
Value$311.3K (+$38.2K)
Filed 2026-10-23
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares4,197 from 4,333
Change-136 (-3%)
Value$304.9K (+$83.7K)
Filed 2026-10-16
AA Financial Advisors, LLC
DECREASED
Shares4,173 from 4,978
Change-805 (-16%)
Value$303.1K (+$49.0K)
Filed 2026-10-19
Simplicity Wealth,LLC
NEW
Shares4,164
Change+4,164
Value$302.5K
Filed 2026-10-23
HBK Sorce Advisory LLC
INCREASED
Shares4,106 from 4,099
Change+7 (+0%)
Value$271.7K (+$40.4K)
Filed 2026-11-06
Stiles Financial Services Inc
UNCHANGED
Shares4,034 from 4,034
Change0 (0%)
Value$293.0K (+$87.1K)
Filed 2026-10-30
YHB Investment Advisors, Inc.
NEW
Shares4,004
Change+4,004
Value$290.9K
Filed 2026-10-08
PNC Financial Services Group, Inc.
DECREASED
Shares3,962 from 6,429
Change-2,467 (-38%)
Value$287.8K (-$40.4K)
Filed 2026-11-06
Greenup Street Wealth Management LLC
NEW
Shares3,870
Change+3,870
Value$281.1K
Filed 2026-10-28
EdgeRock Capital LLC
DECREASED
Shares3,855 from 4,535
Change-680 (-15%)
Value$280.0K (+$48.5K)
Filed 2026-11-03
Oakworth Capital, Inc.
DECREASED
Shares3,833 from 3,836
Change-3 (0%)
Value$278.4K (+$78.1K)
Filed 2026-10-26
M Holdings Securities, Inc.
NEW
Shares3,823
Change+3,823
Value$270
Filed 2026-11-03
Axxcess Wealth Management, LLC
NEW
Shares3,789
Change+3,789
Value$275.2K
Filed 2026-10-21
Gerber, LLC
NEW
Shares3,723
Change+3,723
Value$270.4K
Filed 2026-10-21
Fifth Third Bancorp
INCREASED
Shares3,718 from 3,293
Change+425 (+13%)
Value$270.1K (+$102.0K)
Filed 2026-11-05
RMR Capital Management, LLC
NEW
Shares3,709
Change+3,709
Value$269.4K
Filed 2026-10-23
Demars Financial Group, LLC
NEW
Shares3,701
Change+3,701
Value$268.8K
Filed 2026-10-22
Hurley Capital, LLC
INCREASED
Shares3,699 from 670
Change+3,029 (+452%)
Value$268.7K (+$234.5K)
Filed 2026-11-05
Ballew Advisors, Inc
NEW
Shares3,681
Change+3,681
Value$269.9K
Filed 2026-10-05
Prime Capital Investment Advisors, LLC
DECREASED
Shares3,646 from 5,268
Change-1,622 (-31%)
Value$264.8K (-$4.1K)
Filed 2026-10-20
Financial Perspectives, Inc
UNCHANGED
Shares3,637 from 3,637
Change0 (0%)
Value$264.2K (+$78.5K)
Filed 2026-11-03
Kingdom Financial Group Llc.
INCREASED
Shares3,623 from 1,566
Change+2,057 (+131%)
Value$263.2K (+$183.2K)
Filed 2026-11-04
Visionary Wealth Advisors
NEW
Shares3,586
Change+3,586
Value$260.5K
Filed 2026-11-04
Collaborative Capital Advisors LLC
NEW
Shares3,513
Change+3,513
Value$255.2K
Filed 2026-11-06
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$254.2K (+$75.6K)
Filed 2026-10-13
Clearwave Capital, LLC
NEW
Shares3,475
Change+3,475
Value$252.4K
Filed 2026-10-27
Baker Boyer National Bank
NEW
Shares3,472
Change+3,472
Value$252.2K
Filed 2026-11-05
Puff Wealth Management, LLC
NEW
Shares3,448
Change+3,448
Value$250.5K
Filed 2026-10-07
BlueChip Wealth Advisors LLC
NEW
Shares3,445
Change+3,445
Value$250.2K
Filed 2026-11-03
Sagespring Wealth Partners, LLC
NEW
Shares3,437
Change+3,437
Value$249.6K
Filed 2026-10-22
Titleist Asset Management, LLC
NEW
Shares3,332
Change+3,332
Value$242.1K
Filed 2026-10-08
J. Safra Sarasin Holding AG
NEW
Shares3,312
Change+3,312
Value$240.9K
Filed 2026-10-26
ShoreHaven Wealth Partners, LLC
NEW
Shares3,227
Change+3,227
Value$234.4K
Filed 2026-10-16
Brady Martz Wealth Solutions, LLC
NEW
Shares3,160
Change+3,160
Value$229.5K
Filed 2026-11-05
Sugar Maple Asset Management, LLC
NEW
Shares3,142
Change+3,142
Value$228.2K
Filed 2026-10-13
POM Investment Strategies, LLC
INCREASED
Shares3,128 from 2,192
Change+936 (+43%)
Value$227.2K (+$115.3K)
Filed 2026-10-20
Almanack Investment Partners, Llc.
DECREASED
Shares3,122 from 4,372
Change-1,250 (-29%)
Value$226.8K (+$3.6K)
Filed 2026-11-03
Arkfeld Wealth Strategies, L.L.C.
NEW
Shares3,120
Change+3,120
Value$226.2K
Filed 2026-10-19
Allen Investment Management, LLC
NEW
Shares3,100
Change+3,100
Value$225.3K
Filed 2026-11-03
GR Financial Group, LLC
NEW
Shares3,081
Change+3,081
Value$223.8K
Filed 2026-10-27
Sprinkle Financial Consultants LLC
NEW
Shares3,016
Change+3,016
Value$219.1K
Filed 2026-10-09
RS Crum Inc.
NEW
Shares3,010
Change+3,010
Value$218.6K
Filed 2026-10-19
Apella Capital, LLC
NEW
Shares3,005
Change+3,005
Value$217.8K
Filed 2026-10-08
Crescent Grove Advisors, LLC
NEW
Shares3,000
Change+3,000
Value$217.9K
Filed 2026-10-21
Weatherly Asset Management L. P.
NEW
Shares2,955
Change+2,955
Value$214.7K
Filed 2026-10-20
BankPlus Trust Department
UNCHANGED
Shares2,927 from 2,927
Change0 (0%)
Value$212.6K (+$63.2K)
Filed 2026-11-06
Robinswood Financial LLC
INCREASED
Shares2,924 from 2,743
Change+181 (+7%)
Value$208.0K (+$68.0K)
Filed 2026-10-20
Compass Financial Management LLC
UNCHANGED
Shares2,920 from 2,920
Change0 (0%)
Value$212.1K (+$48.9K)
Filed 2026-10-30
Thrivent Financial for Lutherans
NEW
Shares2,916
Change+2,916
Value$215
Filed 2026-11-05
6th Street Advisors, LLC
NEW
Shares2,818
Change+2,818
Value$204.7K
Filed 2026-10-14
Harmony Asset Management LLC
NEW
Shares2,767
Change+2,767
Value$201.0K
Filed 2026-10-20
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares2,753 from 2,850
Change-97 (-3%)
Value$200.0K (+$54.5K)
Filed 2026-10-15
Quest 10 Wealth Builders, Inc.
DECREASED
Shares2,715 from 2,744
Change-29 (-1%)
Value$197.2K (+$57.1K)
Filed 2026-11-02
Highline Wealth Partners LLC
INCREASED
Shares2,644 from 552
Change+2,092 (+379%)
Value$192.1K (+$163.9K)
Filed 2026-10-19
Stone House Investment Management, LLC
DECREASED
Shares2,637 from 4,750
Change-2,113 (-44%)
Value$191.6K (-$50.9K)
Filed 2026-10-23
Noble Wealth Management PBC
DECREASED
Shares2,548 from 2,595
Change-47 (-2%)
Value$185.1K (+$52.6K)
Filed 2026-10-01
Brown, Lisle Ings, Inc.
UNCHANGED
Shares2,515 from 2,515
Change0 (0%)
Value$182.7K (+$54.3K)
Filed 2026-10-16
CKW Financial Group
UNCHANGED
Shares2,494 from 2,494
Change0 (0%)
Value$184 (+$54)
Filed 2026-10-29
Rosenberg Matthew Hamilton
NEW
Shares2,343
Change+2,343
Value$170.2K
Filed 2026-10-05
Downshift Financial, LLC
INCREASED
Shares2,107 from 1,999
Change+108 (+5%)
Value$153.1K (+$51.0K)
Filed 2026-10-13
Root Financial Partners, LLC
NEW
Shares2,073
Change+2,073
Value$150.6K
Filed 2026-10-21
Firethorn Wealth Partners, LLC
NEW
Shares2,053
Change+2,053
Value$149.1K
Filed 2026-10-14
United Financial Planning Group LLC
UNCHANGED
Shares1,995 from 1,995
Change0 (0%)
Value$144.9K (+$43.1K)
Filed 2026-11-04
UMB Bank, n.a.
UNCHANGED
Shares1,857 from 1,857
Change0 (0%)
Value$134.9K (+$40.1K)
Filed 2026-11-06
Hilton Head Capital Partners, LLC
UNCHANGED
Shares1,718 from 1,718
Change0 (0%)
Value$124.8K (+$37.1K)
Filed 2026-10-23
Strategic Advocates LLC
UNCHANGED
Shares1,591 from 1,591
Change0 (0%)
Value$115.6K (+$34.3K)
Filed 2026-11-03
Ascentis Independent Advisors
NEW
Shares1,558
Change+1,558
Value$113.2K
Filed 2026-11-03
StrongBox Wealth, LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$109.0K (+$32.4K)
Filed 2026-11-02
Evermay Wealth Management LLC
NEW
Shares1,493
Change+1,493
Value$108.5K
Filed 2026-11-05
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares1,430 from 1,430
Change0 (0%)
Value$103.9K (+$30.9K)
Filed 2026-10-05
Lodestone Wealth Management LLC
INCREASED
Shares1,333 from 1,318
Change+15 (+1%)
Value$96.8K (+$29.5K)
Filed 2026-10-14
Plante Moran Financial Advisors, LLC
DECREASED
Shares1,292 from 1,497
Change-205 (-14%)
Value$93.9K (+$17.4K)
Filed 2026-11-04
Cranbrook Wealth Management, LLC
INCREASED
Shares1,087 from 647
Change+440 (+68%)
Value$79.0K (+$45.9K)
Filed 2026-10-28
Transce3nd, LLC
NEW
Shares900
Change+900
Value$66.1K
Filed 2026-10-26
Archer Investment Corp
INCREASED
Shares822 from 22
Change+800 (+3636%)
Value$59.7K (+$58.6K)
Filed 2026-11-05
Aspect Partners, LLC
UNCHANGED
Shares810 from 810
Change0 (0%)
Value$58.9K (+$17.5K)
Filed 2026-10-20
Syntax Research, Inc.
UNCHANGED
Shares785 from 785
Change0 (0%)
Value$57.0K (+$16.9K)
Filed 2026-11-04
Coston, McIsaac & Partners
INCREASED
Shares765 from 690
Change+75 (+11%)
Value$55.6K (+$20.6K)
Filed 2026-11-06
Asset Planning,Inc
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$54.5K (+$16.2K)
Filed 2026-10-26
Canton Hathaway, LLC
UNCHANGED
Shares725 from 725
Change0 (0%)
Value$52.7K (+$15.7K)
Filed 2026-10-23
Ashurst Perkins Coie Trust Co
UNCHANGED
Shares680 from 680
Change0 (0%)
Value$49.4K (+$14.7K)
Filed 2026-10-15
Southern Michigan Bank & Trust
INCREASED
Shares665 from 639
Change+26 (+4%)
Value$48.3K (+$15.7K)
Filed 2026-10-19
Physician Wealth Advisors, Inc.
DECREASED
Shares625 from 1,364
Change-739 (-54%)
Value$45.4K (-$24.3K)
Filed 2026-10-20
Birchbrook, Inc.
INCREASED
Shares600 from 505
Change+95 (+19%)
Value$43.6K (+$17.8K)
Filed 2026-10-14
Golden State Wealth Management, LLC
DECREASED
Shares597 from 695
Change-98 (-14%)
Value$43.4K (+$7.9K)
Filed 2026-11-02
Mather Group, Llc.
INCREASED
Shares578 from 328
Change+250 (+76%)
Value$42.0K (+$25.2K)
Filed 2026-10-14
Rossby Financial, LCC
NEW
Shares572
Change+572
Value$41.6K
Filed 2026-11-05
Wilkerson Advisory Group LLC
DECREASED
Shares511 from 593
Change-82 (-14%)
Value$37.1K (+$6.8K)
Filed 2026-10-20
Latitude Advisors, LLC
NEW
Shares510
Change+510
Value$37.0K
Filed 2026-10-27
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares408 from 1,784
Change-1,376 (-77%)
Value$29.6K (-$61.4K)
Filed 2026-10-14
Financial Network Wealth Advisors LLC
UNCHANGED
Shares401 from 401
Change0 (0%)
Value$29.1K (+$8.7K)
Filed 2026-10-28
Lynch Investment Planning, LLC
NEW
Shares339
Change+339
Value$24.7K
Filed 2026-10-27
Financial Consulate, Inc
INCREASED
Shares338 from 322
Change+16 (+5%)
Value$24.6K (+$8.1K)
Filed 2026-10-23
Provenance Wealth Advisors, LLC
NEW
Shares314
Change+314
Value$22.8K
Filed 2026-10-30
Westside Investment Management, Inc.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$22.0K (+$6.7K)
Filed 2026-11-02
Fortitude Family Office, LLC
UNCHANGED
Shares294 from 294
Change0 (0%)
Value$21.4K (+$6.3K)
Filed 2026-10-14
Country Trust Bank
UNCHANGED
Shares270 from 270
Change0 (0%)
Value$19.6K (+$5.8K)
Filed 2026-10-30
SJS Investment Consulting Inc.
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$17.4K (+$5.2K)
Filed 2026-10-26
Salomon & Ludwin, LLC
UNCHANGED
Shares203 from 203
Change0 (0%)
Value$14.7K (+$4.1K)
Filed 2026-10-29
Main Street Group, LTD
NEW
Shares200
Change+200
Value$14.5K
Filed 2026-10-28
Clearstead Trust, LLC
INCREASED
Shares199 from 180
Change+19 (+11%)
Value$14.5K (+$5.3K)
Filed 2026-11-06
Pathway Financial Advisers, LLC
NEW
Shares195
Change+195
Value$14.2K
Filed 2026-10-27
Raleigh Capital Management Inc.
INCREASED
Shares152 from 103
Change+49 (+48%)
Value$11.0K (+$5.8K)
Filed 2026-10-28
Kelleher Financial Advisors
DECREASED
Shares150 from 300
Change-150 (-50%)
Value$10.9K (-$4.4K)
Filed 2026-10-30
Comprehensive Financial Planning, Inc.
INCREASED
Shares128 from 125
Change+3 (+2%)
Value$9.3K (+$2.9K)
Filed 2026-10-27
Atwood & Palmer Inc
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$9.1K (+$2.7K)
Filed 2026-10-08
Avion Wealth
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$8 (+$2)
Filed 2026-11-04
TD Waterhouse Canada Inc.
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$7.6K (+$2.3K)
Filed 2026-10-16
Key Capital Management, Inc
DECREASED
Shares82 from 83
Change-1 (-1%)
Value$6.0K (+$1.7K)
Filed 2026-11-03
High Point Wealth Management, LLC
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$5.9K (+$1.7K)
Filed 2026-11-05
Financial Freedom, LLC
NEW
Shares57
Change+57
Value$4.1K
Filed 2026-11-06
Evolution Wealth Management Inc.
NEW
Shares52
Change+52
Value$3.8K
Filed 2026-10-28
Assetmark, Inc
DECREASED
Shares47 from 76
Change-29 (-38%)
Value$3.4K (-$466)
Filed 2026-10-21
Ares Financial Consulting, LLC
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$3.3K (+$972)
Filed 2026-10-19
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$3.3K (+$969)
Filed 2026-10-16
Montgomery Financial Services LLC
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$2.8K (+$820)
Filed 2026-11-03
Tounjian Advisory Partners, LLC
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$2.8K (+$820)
Filed 2026-11-04
GHP Investment Advisors, Inc.
DECREASED
Shares36 from 83
Change-47 (-57%)
Value$2.6K (-$1.6K)
Filed 2026-10-15
Vision Financial Markets LLC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$2.6K (+$753)
Filed 2026-10-22
Legacies Wealth LLC
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$2.4K (+$712)
Filed 2026-11-02
DecisionPoint Financial, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$1.5K (+$428)
Filed 2026-10-27
Essential Investment Partners LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$1.5K (+$432)
Filed 2026-10-27
GS Investments, Inc.
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$1.3K (+$389)
Filed 2026-11-05
Wolff Wiese Magana LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$1.2K (+$346)
Filed 2026-10-15
Networth Advisors, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$1.1K (+$324)
Filed 2026-11-03
Jacobi Capital Management LLC
NEW
Shares14
Change+14
Value$1.0K
Filed 2026-11-05
Cassaday & Co Wealth Management LLC
NEW
Shares10
Change+10
Value$727
Filed 2026-10-27
Holos Integrated Wealth LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$711 (+$156)
Filed 2026-10-23
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$727 (+$216)
Filed 2026-10-28
Valley National Advisers Inc
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$727 (+$216)
Filed 2026-10-23
Valued Wealth Advisors LLC
NEW
Shares9
Change+9
Value$654
Filed 2026-11-05
Signature Resources Capital Management, LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$654 (+$195)
Filed 2026-10-16
Hughes Financial Services, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$351 (+$96)
Filed 2026-10-30
Balance Wealth Partners LLC
NEW
Shares0
Change0
Value$0
Filed 2026-10-27
Arbor Capital Management Inc
CLOSED
Shares0 from 43,715
Change-43,715 (-100%)
Value$0 (-$2.3M)
Filed 2026-10-21
Fiduciary Alliance LLC
CLOSED
Shares0 from 43,631
Change-43,631 (-100%)
Value$0 (-$2.2M)
Filed 2026-10-13
Sunesis Advisors, LLC
CLOSED
Shares0 from 13,761
Change-13,761 (-100%)
Value$0 (-$702.5K)
Filed 2026-10-26
Clear Creek Financial Management, LLC
CLOSED
Shares0 from 12,173
Change-12,173 (-100%)
Value$0 (-$621.4K)
Filed 2026-10-28
Samalin Investment Counsel, LLC
CLOSED
Shares0 from 9,874
Change-9,874 (-100%)
Value$0 (-$504.1K)
Filed 2026-10-23
Belvedere Trading LLC
CLOSED
Shares0 from 7,030
Change-7,030 (-100%)
Value$0 (-$358.9K)
Filed 2026-11-05
SteelPeak Wealth, LLC
CLOSED
Shares0 from 6,511
Change-6,511 (-100%)
Value$0 (-$332.4K)
Filed 2026-10-16
Elevation Point Wealth Partners, LLC
CLOSED
Shares0 from 6,483
Change-6,483 (-100%)
Value$0 (-$331.0K)
Filed 2026-11-05
Altfest L J & Co Inc
CLOSED
Shares0 from 4,490
Change-4,490 (-100%)
Value$0 (-$229.2K)
Filed 2026-10-27
True North Advisors, LLC
CLOSED
Shares0 from 4,367
Change-4,367 (-100%)
Value$0 (-$222.9K)
Filed 2026-10-22
Krane Financial Solutions LLC
CLOSED
Shares0 from 3,984
Change-3,984 (-100%)
Value$0 (-$203.4K)
Filed 2026-10-30
Family Legacy Financial Solutions, LLC
CLOSED
Shares0 from 2,000
Change-2,000 (-100%)
Value$0 (-$102.1K)
Filed 2026-10-07
Go Invest LLC
CLOSED
Shares0 from 894
Change-894 (-100%)
Value$0 (-$45.6K)
Filed 2026-10-09
MCF Advisors LLC
CLOSED
Shares0 from 507
Change-507 (-100%)
Value$0 (-$25.9K)
Filed 2026-10-28
Strategic Wealth Advisors LLC
CLOSED
Shares0 from 430
Change-430 (-100%)
Value$0 (-$32)
Filed 2026-11-06
NBT Bank, N.A.
CLOSED
Shares0 from 409
Change-409 (-100%)
Value$0 (-$20.9K)
Filed 2026-10-21
Decker Retirement Planning Inc.
CLOSED
Shares0 from 267
Change-267 (-100%)
Value$0 (-$13.6K)
Filed 2026-10-19
Finley Financial, LLC
CLOSED
Shares0 from 235
Change-235 (-100%)
Value$0 (-$12.0K)
Filed 2026-10-28
Salem Investment Counselors Inc
CLOSED
Shares0 from 141
Change-141 (-100%)
Value$0 (-$7.2K)
Filed 2026-10-13
Guardian Partners Inc.
CLOSED
Shares0 from 61
Change-61 (-100%)
Value$0 (-$3.1K)
Filed 2026-10-21
Chilton Capital Management LLC
CLOSED
Shares0 from 33
Change-33 (-100%)
Value$0 (-$1.7K)
Filed 2026-10-28
Maseco LLP
CLOSED
Shares0 from 28
Change-28 (-100%)
Value$0 (-$1.4K)
Filed 2026-10-27
Concord Wealth Partners
CLOSED
Shares0 from 17
Change-17 (-100%)
Value$0 (-$887)
Filed 2026-11-02
Your Advocates Ltd., LLP
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$306)
Filed 2026-11-03
Tsfg, LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 ($0)
Filed 2026-10-23
Cornerstone Planning Group LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$230)
Filed 2026-10-16
Schonfeld Strategic Advisors LLC
N/A
Shares— from 1,974,767
Change-1,974,767 (-100%)
Value—
Almitas Capital LLC
N/A
Shares— from 1,364,522
Change-1,364,522 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 1,349,522
Change-1,349,522 (-100%)
Value—
Cantor Fitzgerald, L. P.
N/A
Shares— from 1,280,931
Change-1,280,931 (-100%)
Value—
Patient Capital Management, LLC
N/A
Shares— from 1,217,595
Change-1,217,595 (-100%)
Value—
ParaFi Capital LP
N/A
Shares— from 1,050,000
Change-1,050,000 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 953,772
Change-953,772 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 886,736
Change-886,736 (-100%)
Value—
Consolidated Portfolio Review Corp
N/A
Shares— from 834,367
Change-834,367 (-100%)
Value—
Pine Ridge Advisers LLC
N/A
Shares— from 834,367
Change-834,367 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 661,034
Change-661,034 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 636,321
Change-636,321 (-100%)
Value—
Kaleidoscope Capital LP
N/A
Shares— from 431,682
Change-431,682 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 421,773
Change-421,773 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 421,335
Change-421,335 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 417,180
Change-417,180 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 412,507
Change-412,507 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 326,110
Change-326,110 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 298,386
Change-298,386 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 288,188
Change-288,188 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 283,149
Change-283,149 (-100%)
Value—
Ovata Capital Management Ltd
N/A
Shares— from 265,558
Change-265,558 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 248,454
Change-248,454 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 229,404
Change-229,404 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 218,078
Change-218,078 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 216,500
Change-216,500 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 211,771
Change-211,771 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 181,794
Change-181,794 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 181,320
Change-181,320 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 164,541
Change-164,541 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 156,831
Change-156,831 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 156,056
Change-156,056 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 141,996
Change-141,996 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 118,895
Change-118,895 (-100%)
Value—
Alamea Verwaltungs GmbH
N/A
Shares— from 117,771
Change-117,771 (-100%)
Value—
Courage Capital Management LLC
N/A
Shares— from 115,865
Change-115,865 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 111,382
Change-111,382 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 105,840
Change-105,840 (-100%)
Value—
Libra Wealth LLC
N/A
Shares— from 105,375
Change-105,375 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 101,869
Change-101,869 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 101,644
Change-101,644 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 94,985
Change-94,985 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 90,014
Change-90,014 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 88,593
Change-88,593 (-100%)
Value—
Sky-Mountain Capital Management, Inc.
N/A
Shares— from 85,233
Change-85,233 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 83,023
Change-83,023 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 80,383
Change-80,383 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 80,013
Change-80,013 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 72,984
Change-72,984 (-100%)
Value—
PYA Waltman Capital, LLC
N/A
Shares— from 64,923
Change-64,923 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 64,721
Change-64,721 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 63,247
Change-63,247 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 62,642
Change-62,642 (-100%)
Value—
Smart Money Group LLC
N/A
Shares— from 59,633
Change-59,633 (-100%)
Value—
Farringdon Capital, Ltd.
N/A
Shares— from 58,767
Change-58,767 (-100%)
Value—
Avenir Tech Ltd
N/A
Shares— from 58,616
Change-58,616 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 54,812
Change-54,812 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 53,790
Change-53,790 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 50,194
Change-50,194 (-100%)
Value—
Nwam LLC
N/A
Shares— from 49,145
Change-49,145 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 45,679
Change-45,679 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 45,452
Change-45,452 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 43,492
Change-43,492 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 43,154
Change-43,154 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 43,043
Change-43,043 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 41,493
Change-41,493 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 40,882
Change-40,882 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 39,742
Change-39,742 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 39,686
Change-39,686 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 39,142
Change-39,142 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 38,310
Change-38,310 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 38,191
Change-38,191 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 35,752
Change-35,752 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 35,003
Change-35,003 (-100%)
Value—
Claar Advisors LLC
N/A
Shares— from 35,000
Change-35,000 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 34,952
Change-34,952 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 34,221
Change-34,221 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 33,962
Change-33,962 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 33,428
Change-33,428 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 31,753
Change-31,753 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 30,956
Change-30,956 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 30,690
Change-30,690 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 30,647
Change-30,647 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 30,533
Change-30,533 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 29,525
Change-29,525 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 29,323
Change-29,323 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 29,274
Change-29,274 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 28,531
Change-28,531 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 28,469
Change-28,469 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 28,456
Change-28,456 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 28,184
Change-28,184 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 27,474
Change-27,474 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 27,420
Change-27,420 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 27,393
Change-27,393 (-100%)
Value—
Permian Investment Partners, LP
N/A
Shares— from 27,000
Change-27,000 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 26,993
Change-26,993 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 26,818
Change-26,818 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 26,274
Change-26,274 (-100%)
Value—
Peloton Wealth Strategists
N/A
Shares— from 26,153
Change-26,153 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 25,977
Change-25,977 (-100%)
Value—
Betterment LLC
N/A
Shares— from 25,811
Change-25,811 (-100%)
Value—
Stansberry Asset Management, LLC
N/A
Shares— from 25,619
Change-25,619 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 24,498
Change-24,498 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 23,756
Change-23,756 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 23,448
Change-23,448 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 23,428
Change-23,428 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 22,609
Change-22,609 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 22,010
Change-22,010 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 21,653
Change-21,653 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 21,402
Change-21,402 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 20,292
Change-20,292 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 20,181
Change-20,181 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 19,826
Change-19,826 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 18,763
Change-18,763 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 18,100
Change-18,100 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 17,121
Change-17,121 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 16,921
Change-16,921 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 16,719
Change-16,719 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 16,075
Change-16,075 (-100%)
Value—
Timber Creek Capital Management LLC
N/A
Shares— from 15,737
Change-15,737 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 15,641
Change-15,641 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 15,602
Change-15,602 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 15,596
Change-15,596 (-100%)
Value—
CIM, LLC
N/A
Shares— from 15,480
Change-15,480 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 14,901
Change-14,901 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 14,883
Change-14,883 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 14,861
Change-14,861 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 14,145
Change-14,145 (-100%)
Value—
Commerce Bank
N/A
Shares— from 13,959
Change-13,959 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 12,839
Change-12,839 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 12,662
Change-12,662 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 12,606
Change-12,606 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 12,553
Change-12,553 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 12,480
Change-12,480 (-100%)
Value—
Estate Planners Group, LLC
N/A
Shares— from 12,437
Change-12,437 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 12,357
Change-12,357 (-100%)
Value—
Investment Advisory Services Group LLC
N/A
Shares— from 12,034
Change-12,034 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 11,789
Change-11,789 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 11,627
Change-11,627 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 11,500
Change-11,500 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 11,457
Change-11,457 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 11,132
Change-11,132 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 10,894
Change-10,894 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 10,776
Change-10,776 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 10,565
Change-10,565 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 10,505
Change-10,505 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 10,323
Change-10,323 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 10,195
Change-10,195 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 9,983
Change-9,983 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 9,657
Change-9,657 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 9,633
Change-9,633 (-100%)
Value—
East Coast Asset Management, Llc.
N/A
Shares— from 9,248
Change-9,248 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 9,079
Change-9,079 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 8,973
Change-8,973 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 8,965
Change-8,965 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 8,927
Change-8,927 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 8,844
Change-8,844 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 8,781
Change-8,781 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 8,760
Change-8,760 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 8,451
Change-8,451 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 8,436
Change-8,436 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 8,246
Change-8,246 (-100%)
Value—
SkyView Investment Advisors, LLC
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 7,910
Change-7,910 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 7,207
Change-7,207 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 6,896
Change-6,896 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 6,668
Change-6,668 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 6,449
Change-6,449 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 6,254
Change-6,254 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 6,194
Change-6,194 (-100%)
Value—
Bitterroot Capital Advisors LLC
N/A
Shares— from 6,170
Change-6,170 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 6,156
Change-6,156 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 6,130
Change-6,130 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 6,038
Change-6,038 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 6,009
Change-6,009 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 5,804
Change-5,804 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 5,784
Change-5,784 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 5,681
Change-5,681 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 5,520
Change-5,520 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 5,502
Change-5,502 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 5,470
Change-5,470 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 5,450
Change-5,450 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 5,428
Change-5,428 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 5,419
Change-5,419 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 5,374
Change-5,374 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 5,361
Change-5,361 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 5,316
Change-5,316 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 5,172
Change-5,172 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 5,080
Change-5,080 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 5,075
Change-5,075 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 5,010
Change-5,010 (-100%)
Value—
Intentional Wealth Strategies, LLC
N/A
Shares— from 5,009
Change-5,009 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 4,987
Change-4,987 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 4,965
Change-4,965 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 4,961
Change-4,961 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 4,952
Change-4,952 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 4,916
Change-4,916 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 4,860
Change-4,860 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 4,852
Change-4,852 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 4,686
Change-4,686 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 4,682
Change-4,682 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 4,669
Change-4,669 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 4,590
Change-4,590 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 4,468
Change-4,468 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 4,348
Change-4,348 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 4,336
Change-4,336 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 4,329
Change-4,329 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 4,296
Change-4,296 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 4,201
Change-4,201 (-100%)
Value—
Bridge Generations Wealth Management LLC
N/A
Shares— from 4,183
Change-4,183 (-100%)
Value—
Markin Asset Management, LP
N/A
Shares— from 4,166
Change-4,166 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 4,079
Change-4,079 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 4,067
Change-4,067 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 4,037
Change-4,037 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 4,010
Change-4,010 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 3,995
Change-3,995 (-100%)
Value—
Kastel Capital Advisors, LLC
N/A
Shares— from 3,952
Change-3,952 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 3,786
Change-3,786 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 2,813
Change-2,813 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 2,593
Change-2,593 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 2,390
Change-2,390 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 2,242
Change-2,242 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 2,050
Change-2,050 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,028
Change-2,028 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,947
Change-1,947 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 1,831
Change-1,831 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 1,790
Change-1,790 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,785
Change-1,785 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 1,780
Change-1,780 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 1,443
Change-1,443 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 1,272
Change-1,272 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 1,215
Change-1,215 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 1,201
Change-1,201 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 1,190
Change-1,190 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,090
Change-1,090 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,034
Change-1,034 (-100%)
Value—
Teachers Insurance & Annuity Association of America
N/A
Shares— from 935
Change-935 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 877
Change-877 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 806
Change-806 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 741
Change-741 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 475
Change-475 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 390
Change-390 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 320
Change-320 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 315
Change-315 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 220
Change-220 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 213
Change-213 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 170
Change-170 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 170
Change-170 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 116
Change-116 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 115
Change-115 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 81
Change-81 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 74
Change-74 (-100%)
Value—
CNB Bank
N/A
Shares— from 68
Change-68 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 50
Change-50 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 29
Change-29 (-100%)
Value—
FMR LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 22
Change-22 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 18
Change-18 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 16
Change-16 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3
Change-3 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 3
Change-3 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Citigroup Inc
NEW1,636,387—+1,636,387——$118.9M—2026-11-04
United Capital Management of KS, Inc.
INCREASED552,877543,285+9,592+2%$27.7M$40.2M+$12.4M2026-11-04
EverSource Wealth Advisors, LLC
INCREASED486,894458,888+28,006+6%$23.4M$35.4M+$11.9M2026-11-04
Beaumont Financial Advisors, LLC
INCREASED456,587453,008+3,579+1%$23.1M$33.2M+$10.0M2026-10-22
Means Investment Co., Inc.
DECREASED362,195415,000-52,805-13%$21.2M$26.3M+$5.1M2026-11-03
Legacy Wealth Asset Management, LLC
INCREASED303,300301,367+1,933+1%$15.4M$22.0M+$6.6M2026-10-09
Compass Ion Advisors, LLC
INCREASED253,832242,288+11,544+5%$12.4M$18.4M+$6.1M2026-10-23
Vestor Capital, LLC
INCREASED249,2375,050+244,187+4835%$690$84.9K+$84.2K2026-11-04
Atlas Wealth Partners, LLC
INCREASED218,144216,461+1,683+1%$11.1M$15.8M+$4.8M2026-11-03
Simplex Trading, LLC
INCREASED211,625123,438+88,187+71%$6.3M$15.4M+$9.1M2026-11-04
Park Avenue Securities LLC
INCREASED192,604155,785+36,819+24%$8.0M$14.0M+$6.0M2026-10-26
Citrine Capital LLC
INCREASED188,931167,780+21,151+13%$8.6M$13.7M+$5.2M2026-10-14
Bayshore Capital Advisors, LLC
INCREASED176,419167,499+8,920+5%$8.6M$12.8M+$4.3M2026-11-02
Great Point Wealth Advisors, LLC
INCREASED174,566166,142+8,424+5%$8.5M$12.7M+$4.2M2026-10-15
Cambridge Investment Research Advisors, Inc.
DECREASED174,009192,363-18,354-10%$9.8M$12.6M+$2.8M2026-11-02
Parcion Private Wealth LLC
INCREASED166,066163,257+2,809+2%$8.3M$12.1M+$3.7M2026-10-28
Creative Planning
INCREASED154,460152,248+2,212+1%$7.8M$11.2M+$3.4M2026-11-02
Berman McAleer LLC
DECREASED153,654175,261-21,607-12%$8.9M$11.2M+$2.2M2026-10-16
Commonwealth Equity Services, LLC
DECREASED146,409163,437-17,028-10%$8.3M$10.6M+$2.3M2026-11-02
Concurrent Investment Advisors, LLC
INCREASED136,78399,662+37,121+37%$5.1M$9.9M+$4.8M2026-10-16
Lido Advisors, LLC
INCREASED131,258122,633+8,625+7%$6.3M$9.5M+$3.3M2026-11-04
Kestra Private Wealth Services, LLC
INCREASED124,884123,587+1,297+1%$6.3M$9.1M+$2.8M2026-11-06
Savant Capital, LLC
INCREASED123,28071,825+51,455+72%$4.0M$9.0M+$5.0M2026-11-06
Wealth Quarterback LLC
INCREASED120,201110,423+9,778+9%$5.6M$8.7M+$3.1M2026-10-20
Avaii Wealth Management, LLC
INCREASED113,78789,149+24,638+28%$4.6M$8.3M+$3.8M2026-10-09
Kingswood Wealth Advisors, LLC
INCREASED109,989109,405+584+1%$5.6M$8.0M+$2.4M2026-10-23
SevenBridge Financial Group, LLC
INCREASED106,93193,147+13,784+15%$5.3M$7.7M+$2.4M2026-10-26
Allegheny Financial Group
INCREASED104,198102,569+1,629+2%$5.2M$7.6M+$2.3M2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED101,33674,804+26,532+35%$4.2M$7.2M+$3.0M2026-10-13
Childress Capital Advisors, LLC
INCREASED90,70589,506+1,199+1%$4.6M$6.6M+$2.0M2026-10-28
Kestra Advisory Services, LLC
DECREASED85,030192,511-107,481-56%$9.8M$6.2M-$3.7M2026-11-02
MAD River Investors
INCREASED78,42970,369+8,060+11%$3.6M$5.7M+$2.1M2026-10-27
US Bancorp \de\
INCREASED77,62054,457+23,163+43%$2.8M$5.6M+$2.9M2026-11-05
Farther Finance Advisors, LLC
INCREASED75,51061,541+13,969+23%$3.1M$5.5M+$2.3M2026-10-08
Meitav Investment House LTD
DECREASED71,49371,677-1840%$3.7M$5.2M+$1.5M2026-10-28
Brookstone Capital Management
INCREASED70,20358,955+11,248+19%$3.0M$5.1M+$2.1M2026-10-22
DecisionMap Wealth Management, LLC
INCREASED67,29965,390+1,909+3%$3.3M$4.9M+$1.6M2026-10-29
Evexia Wealth LLC
INCREASED66,87163,434+3,437+5%$3.5M$4.6M+$1.1M2026-11-05
Spire Wealth Management
INCREASED65,47962,903+2,576+4%$3.2M$4.8M+$1.5M2026-10-30
Milestone Asset Management Group, LLC
INCREASED65,43762,545+2,892+5%$3.2M$4.8M+$1.6M2026-10-20
LPL Financial LLC
INCREASED64,57441,405+23,169+56%$2.1M$4.7M+$2.6M2026-11-06
AM Investment Strategies LLC
DECREASED62,92164,380-1,459-2%$3.3K$4.6M+$4.6M2026-11-05
Vista Investment Partners II, LLC
DECREASED61,20861,819-611-1%$3.2M$4.4M+$1.3M2026-10-15
Cambridge Advisors Inc.
DECREASED58,90059,471-571-1%$3.0M$4.3M+$1.2M2026-10-19
PTM Wealth Management, LLC
INCREASED56,24154,323+1,918+4%$3.0M$4.2M+$1.2M2026-10-23
IPG Investment Advisors LLC
INCREASED54,19048,962+5,228+11%$2.5M$3.9M+$1.4M2026-10-30
KDK Private Wealth Management, LLC
INCREASED54,13554,002+133+0%$2.8M$3.9M+$1.2M2026-11-03
Perigon Wealth Management, LLC
DECREASED51,24752,099-852-2%$2.7M$3.7M+$1.1M2026-10-22
Promethium Advisors,llc
INCREASED50,45148,532+1,919+4%$2.5M$3.7M+$1.2M2026-10-19
First Heartland Consultants, Inc.
DECREASED49,99252,945-2,953-6%$2.7M$3.6M+$928.6K2026-10-08
Spectrum Strategic Capital Management, LLC
INCREASED49,61840,810+8,808+22%$2.1M$3.6M+$1.5M2026-10-22
Diversify Wealth Management, LLC
INCREASED48,82212,194+36,628+300%$689.1K$3.5M+$2.8M2026-10-20
Diversify Advisory Services, LLC
INCREASED48,82212,194+36,628+300%$689.1K$3.5M+$2.8M2026-10-20
Security National Bank
NEW48,481—+48,481——$3.5M—2026-10-26
Element Pointe Advisors, LLC
DECREASED46,83960,029-13,190-22%$3.1M$3.4M+$337.9K2026-10-21
Haven Private, LLC
DECREASED45,76846,555-787-2%$2.4M$3.3M+$948.0K2026-10-27
LFG Wealth Partners, LLC
DECREASED45,59351,869-6,276-12%$2.6M$3.3M+$664.0K2026-10-28
Traynor Capital Management, Inc.
DECREASED44,97945,867-888-2%$2.3M$3.3M+$925.8K2026-10-29
Beam Wealth Advisors, Inc.
INCREASED44,45544,310+145+0%$2.3M$3.2M+$967.2K2026-11-03
Mission Wealth Management, LP
DECREASED43,04945,710-2,661-6%$2.3M$3.1M+$793.6K2026-10-15
Valeo Financial Advisors, LLC
INCREASED41,17438,852+2,322+6%$2.0M$3.0M+$1.0M2026-10-08
Wealthcare Advisory Partners LLC
INCREASED39,35133,084+6,267+19%$1.7M$2.9M+$1.2M2026-10-21
Sepio Capital, LP
DECREASED38,37295,806-57,434-60%$4.9M$2.8M-$2.1M2026-10-22
Joel Isaacson & Co., LLC
DECREASED38,14639,244-1,098-3%$2.0M$2.8M+$767.5K2026-11-05
CRA Financial Services, LLC
INCREASED37,93233,327+4,605+14%$1.7M$2.8M+$1.1M2026-10-16
Gerber Kawasaki Wealth & Investment Management
NEW35,604—+35,604——$2.6M—2026-10-29
Garde Capital, Inc.
DECREASED32,86534,083-1,218-4%$1.7M$2.4M+$647.4K2026-10-29
Signal Advisors Wealth, LLC
DECREASED30,94332,084-1,141-4%$1.6M$2.2M+$609.8K2026-10-13
Innovative Advisory Group, LLC
DECREASED30,68532,035-1,350-4%$1.6M$2.2M+$593.6K2026-10-13
Abound Wealth Management
INCREASED30,66830,221+447+1%$1.5M$2.2M+$684.9K2026-10-26
Firestone Capital Management
INCREASED29,80929,780+29+0%$1.5M$2.2M+$645.1K2026-11-03
Walser Wealth Management Company, A Ltd Liability Co
DECREASED29,56529,878-313-1%$1.5M$2.1M+$622.3K2026-10-15
Vista Finance, LLC
INCREASED29,38827,288+2,100+8%$1.4M$2.1M+$741.7K2026-10-23
Financial Designs Corp
INCREASED29,01628,136+880+3%$1.4M$2.1M+$671.4K2026-10-09
Bank of New York Mellon Corp
DECREASED28,91435,513-6,599-19%$1.8M$2.1M+$287.3K2026-11-05
Alchemi Wealth, LLC
INCREASED28,47728,144+333+1%$1.4M$2.1M+$631.9K2026-11-04
IFP Advisors, Inc
INCREASED27,9768,428+19,548+232%$430.2K$2.0M+$1.6M2026-10-16
Nkcfo LLC
NEW27,500—+27,500——$2.0M—2026-11-04
Atria Investments, Inc
INCREASED27,45224,542+2,910+12%$1.3M$2.0M+$741.2K2026-10-15
High Note Wealth, LLC
DECREASED27,25327,801-548-2%$1.4M$2.0M+$560.4K2026-10-27
Guild Investment Management, Inc.
DECREASED26,95629,587-2,631-9%$1.5M$2.0M+$447.7K2026-11-03
Smart Wealth LLC
DECREASED26,93130,610-3,679-12%$1.6M$2.0M+$393.6K2026-11-04
Advisory Solutions Group, LLC
NEW26,577—+26,577——$1.9M—2026-10-14
WealthPlan Investment Management, LLC
DECREASED26,50729,141-2,634-9%$1.5M$1.9M+$437.8K2026-10-15
180 Wealth Advisors, LLC
DECREASED25,95529,198-3,243-11%$1.5M$1.9M+$394.8K2026-11-03
Vise Technologies, Inc.
INCREASED25,86919,742+6,127+31%$1.0M$1.9M+$871.3K2026-10-29
Blue Trust, Inc.
DECREASED25,29634,904-9,608-28%$1.8M$1.8M+$55.6K2026-10-15
Madison Park Capital Advisors, LLC
INCREASED23,6686,744+16,924+251%$1.4M$1.7M+$284.4K2026-10-28
Objective Capital Management, LLC
UNCHANGED23,43623,43600%$1.2M$1.7M+$506.0K2026-10-13
Highland Financial Advisors, LLC
INCREASED23,25922,085+1,174+5%$1.1M$1.7M+$562.1K2026-10-19
QTR Family Wealth, LLC
DECREASED23,02440,017-16,993-42%$2.0M$1.7M-$370.4K2026-11-02
Venture Visionary Partners LLC
UNCHANGED22,80022,80000%$1.2M$1.7M+$492.3K2026-10-07
Merit Financial Group, LLC
DECREASED22,43024,759-2,329-9%$1.3M$1.6M+$365.3K2026-11-06
Wedmont Private Capital
DECREASED21,81422,064-250-1%$1.2M$1.6M+$323.5K2026-10-09
Mills Wealth Advisors LLC
INCREASED21,36621,033+333+2%$1.1M$1.6M+$478.3K2026-10-22
Clearstead Advisors, LLC
DECREASED21,05923,996-2,937-12%$1.2M$1.5M+$304.7K2026-11-06
Financial Management Professionals, Inc.
UNCHANGED20,79820,79800%$1.1M$1.5M+$449.0K2026-10-23
Bryn Mawr Trust Advisors, LLC
UNCHANGED20,78520,78500%$1.1M$1.5M+$448.7K2026-11-04
SkyOak Wealth, LLC
DECREASED19,97021,944-1,974-9%$1.1M$1.5M+$330.4K2026-10-28
Principle Wealth Partners LLC
DECREASED19,95421,166-1,212-6%$1.1M$1.4M+$369.0K2026-11-02
Hubbell Strickland Wealth Management, LLC
DECREASED19,46719,737-270-1%$1.0M$1.4M+$406.5K2026-10-29
LifeGoal Investments, LLC
UNCHANGED19,38119,38100%$989.4K$1.4M+$418.4K2026-10-09
KFG Wealth Management, LLC
INCREASED18,94514,372+4,573+32%$733.7K$1.4M+$642.5K2026-10-16
Abundance Wealth Counselors
DECREASED18,79824,998-6,200-25%$1.3M$1.4M+$89.3K2026-10-26
Parallel Advisors, LLC
INCREASED17,82717,679+148+1%$902.5K$1.3M+$392.4K2026-11-03
Sovran Advisors, LLC
INCREASED17,58516,921+664+4%$939.8K$1.2M+$295.2K2026-11-02
Soltis Investment Advisors LLC
INCREASED17,55117,167+384+2%$876.4K$1.3M+$398.5K2026-10-28
Condor Capital Management
INCREASED17,50716,571+936+6%$846.0K$1.3M+$425.8K2026-11-06
JSF Financial, LLC
UNCHANGED17,05917,05900%$870.9K$1.2M+$368.3K2026-10-22
Benchmark Financial Wealth Advisors, LLC
DECREASED16,73817,406-668-4%$888.6K$1.2M+$327.2K2026-10-20
Financial Partners Group, Inc
DECREASED16,70819,664-2,956-15%$1.0M$1.2M+$209.8K2026-10-19
Bedel Financial Consulting, Inc.
UNCHANGED16,36816,36800%$835.6K$1.2M+$353.4K2026-11-06
Mustard Seed Financial, LLC
DECREASED16,11116,497-386-2%$842.2K$1.2M+$328.1K2026-10-30
Clark Wealth Partners
INCREASED16,09716,006+91+1%$817.1K$1.2M+$352.2K2026-10-19
MTM Investment Management, LLC
DECREASED15,74616,741-995-6%$854.6K$1.1M+$289.2K2026-10-30
Silverlake Wealth Management LLC
DECREASED15,53018,640-3,110-17%$951.6K$1.1M+$176.5K2026-10-21
Robertson Stephens Wealth Management, LLC
INCREASED15,32214,803+519+4%$755.7K$1.1M+$357.3K2026-10-16
Tred Avon Family Wealth, LLC
NEW15,296—+15,296——$1.1M—2026-10-20
Aries Wealth Management
DECREASED14,61619,096-4,480-23%$974.9K$1.1M+$86.9K2026-10-23
Chicago Partners Investment Group LLC
NEW14,576—+14,576——$1.0M—2026-10-27
Marietta Wealth Management, LLC
UNCHANGED14,47014,47000%$738.7K$1.0M+$289.8K2026-10-22
Strata Wealth Advisors, LLC
UNCHANGED14,37314,37300%$733.7K$1.0M+$310.3K2026-10-16
National Wealth Management Group, LLC
DECREASED14,22814,286-580%$729.3K$1.0M+$304.2K2026-10-26
Five Pine Wealth Management
DECREASED13,71713,984-267-2%$713.9K$996.4K+$282.5K2026-10-20
Larson Financial Group LLC
DECREASED13,25113,300-490%$678.9K$962.6K+$283.6K2026-11-05
Falcon Wealth Planning
DECREASED13,22413,502-278-2%$689.3K$960.6K+$271.3K2026-11-06
MGO One Seven LLC
INCREASED13,0368,949+4,087+46%$456.8K$946.9K+$490.1K2026-10-28
Earned Wealth Advisors, LLC
INCREASED12,99910,556+2,443+23%$538.9K$944.2K+$405.3K2026-11-06
Eagle Strategies LLC
INCREASED12,95412,699+255+2%$648.3K$941.0K+$292.7K2026-10-16
Upper Left Wealth Management, LLC
DECREASED12,92413,774-850-6%$703.2K$938.8K+$235.6K2026-10-14
Rochester Wealth Strategies, LLC
INCREASED12,88212,616+266+2%$644.0K$935.7K+$291.7K2026-11-03
Angeles Wealth Management, LLC
UNCHANGED12,82712,82700%$654.8K$931.8K+$276.9K2026-10-26
StoryOne LLC
INCREASED12,8246,412+6,412+100%$327.3K$931.5K+$604.2K2026-10-13
GK Wealth Management LLC
DECREASED12,82323,957-11,134-46%$1.2M$931.5K-$291.5K2026-10-09
Eagle Global Advisors LLC
UNCHANGED12,80012,80000%$653.4K$929.8K+$276.4K2026-11-02
Sound Portfolio Advisors, LLC
INCREASED12,78311,760+1,023+9%$600.3K$928.6K+$328.2K2026-11-05
Secure Asset Management, LLC
INCREASED12,62510,084+2,541+25%$514.8K$917.1K+$402.3K2026-10-19
Daymark Wealth Partners, LLC
INCREASED12,58712,497+90+1%$638.0K$914.3K+$276.3K2026-11-04
Bauman Advisory Group, LLC
DECREASED12,45612,632-176-1%$644.9K$904.8K+$260.0K2026-10-29
Endowment Wealth Management, Inc.
INCREASED12,44310,706+1,737+16%$546.6K$903.9K+$357.3K2026-11-03
Wiser Wealth Management, Inc
DECREASED12,31212,580-268-2%$642.2K$894.3K+$252.1K2026-10-14
Whitaker-Myers Wealth Managers, Ltd.
DECREASED12,25112,732-481-4%$650.0K$889.9K+$239.9K2026-10-09
Perryman Financial Advisory Inc
INCREASED11,94311,887+56+0%$606.8K$867.5K+$260.7K2026-10-16
Cane Capital Partners, LLC
DECREASED11,87823,340-11,462-49%$1.2M$862.8K-$328.7K2026-10-23
Waldron Private Wealth LLC
DECREASED11,71315,080-3,367-22%$769.8K$850.8K+$81.0K2026-11-02
Brighton Jones LLC
INCREASED11,6756,556+5,119+78%$334.7K$848.0K+$513.4K2026-11-03
Warren Street Wealth Advisors, LLC
UNCHANGED11,26411,26400%$575.0K$818.2K+$243.2K2026-11-04
Forum Financial Management, LP
DECREASED11,00011,300-300-3%$576.9K$799.0K+$222.2K2026-10-16
Quantify Chaos Advisors, LLC
INCREASED10,7028,756+1,946+22%$447.0K$777.4K+$330.4K2026-11-04
Tectonic Advisors LLC
INCREASED10,6838,944+1,739+19%$456.6K$776.0K+$319.4K2026-10-22
Primoris Wealth Advisors, LLC
NEW10,549—+10,549——$766.3K—2026-10-28
Verus Financial Partners, Inc.
UNCHANGED10,44710,44700%$533.3K$758.9K+$225.6K2026-10-29
Instrumental Wealth, LLC
INCREASED10,38510,345+40+0%$528.1K$754.4K+$226.3K2026-10-20
Parkside Financial Bank & Trust
UNCHANGED10,36710,36700%$529.2K$753.1K+$223.8K2026-10-27
StoneX Group Inc.
NEW10,348—+10,348——$663.1K—2026-11-03
Platform Technology Partners
INCREASED10,3398,408+1,931+23%$429.2K$751.0K+$321.8K2026-11-02
Meridian Wealth Management, LLC
DECREASED10,25313,449-3,196-24%$686.6K$744.8K+$58.2K2026-11-05
Lanark Financial, Inc.
INCREASED10,0639,513+550+6%$485.6K$731.0K+$245.3K2026-10-26
Rahlfs Capital, LLC
INCREASED9,9709,550+420+4%$487.5K$724.2K+$236.7K2026-10-23
Regatta Capital Group, LLC
INCREASED9,9699,914+55+1%$506.1K$724.2K+$218.0K2026-10-23
GC Wealth Management RIA, LLC
DECREASED9,84610,891-1,045-10%$556.0K$715.2K+$159.2K2026-11-02
Wilmington Savings Fund Society, FSB
INCREASED9,7897,991+1,798+23%$407.9K$711.1K+$303.1K2026-10-23
Clientfirst Wealth Management, LLC
DECREASED9,7739,793-200%$499.9K$709.9K+$210.0K2026-11-04
Equitable Trust Co
UNCHANGED9,7639,76300%$498.4K$709.2K+$210.8K2026-10-13
Financial Management Network Inc
UNCHANGED9,7479,74700%$544.1K$714.7K+$170.7K2026-10-09
Wealth Dimensions Group, Ltd.
DECREASED9,6549,664-100%$493.4K$701.2K+$207.9K2026-11-02
Crestwood Advisors Group, LLC
DECREASED9,4399,874-435-4%$504.1K$685.6K+$181.6K2026-10-27
Roman Butler Fullerton & Co
INCREASED9,3879,291+96+1%$502.9K$667.8K+$164.9K2026-10-27
Activest Wealth Management
DECREASED9,3469,451-105-1%$482.5K$678.9K+$196.4K2026-10-15
Prosperity Planning, Inc.
DECREASED9,3009,330-300%$476.3K$675.5K+$199.3K2026-10-09
Canvas Wealth Advisors, LLC
DECREASED9,27011,613-2,343-20%$592.8K$651.0K+$58.2K2026-11-02
Sweeney & Michel, LLC
DECREASED9,1539,280-127-1%$524.6K$664.9K+$140.3K2026-10-16
Split Rock Private Trading & Wealth Management, LLC
INCREASED9,0138,854+159+2%$452.0K$654.7K+$202.7K2026-10-15
Choreo, LLC
INCREASED8,9267,419+1,507+20%$378.8K$648.4K+$269.6K2026-10-28
Massachusetts Wealth Management
UNCHANGED8,7678,76700%$447.6K$636.8K+$189.3K2026-10-21
Everett Harris & Co
DECREASED8,5118,709-198-2%$444.6K$618.2K+$173.6K2026-10-28
Wealth Group Ltd
DECREASED8,47711,090-2,613-24%$566.1K$621.6K+$55.5K2026-10-07
Matauro, LLC
INCREASED8,3948,134+260+3%$415.3K$609.7K+$194.5K2026-11-03
Basso Capital Management, L.P.
UNCHANGED8,3508,35000%$426.3K$606.5K+$180.3K2026-10-30
Sendero Wealth Management, LLC
INCREASED8,1514,374+3,777+86%$223.3K$592.1K+$368.8K2026-10-14
Weil Company, Inc.
UNCHANGED8,1408,14000%$415.5K$591.3K+$175.7K2026-10-14
Anson Capital, Inc.
INCREASED8,0988,093+5+0%$413.1K$588.2K+$175.1K2026-10-23
Shade Tree Advisors LLC
INCREASED7,7776,894+883+13%$351.9K$564.9K+$213.0K2026-10-22
AdvisorNet Financial, Inc
DECREASED7,7387,978-240-3%$407.3K$550.0K+$142.7K2026-10-15
Union Bancaire Privee, UBP SA
UNCHANGED7,6907,69000%$326.3K$466.4K+$140.0K2026-11-04
Citizens National Bank Trust Department
DECREASED7,67513,055-5,380-41%$666.5K$557.5K-$108.9K2026-11-04
Dudley Capital Management, LLC
DECREASED7,6568,033-377-5%$410.1K$556.1K+$146.0K2026-10-23
Guidance Point Advisors, LLC
DECREASED7,3057,336-310%$374.7K$530.9K+$156.2K2026-10-15
Trek Financial, LLC
INCREASED7,2785,074+2,204+43%$259.0K$528.7K+$269.6K2026-10-29
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED7,2754,222+3,053+72%$215.5K$528.5K+$312.9K2026-10-14
Solstein Capital, LLC
UNCHANGED7,2497,24900%$370.1K$526.6K+$156.5K2026-11-02
Independent Financial Group, LLC
INCREASED6,9056,155+750+12%$314.2K$501.6K+$187.4K2026-10-13
Centerpoint Advisors, LLC
UNCHANGED6,7786,77800%$346.0K$492.0K+$146.0K2026-11-05
J.W. Cole Advisors, Inc.
DECREASED6,7246,933-209-3%$353.9K$488.4K+$134.5K2026-11-05
Allworth Financial LP
INCREASED6,6614,492+2,169+48%$229.3K$340.1K+$110.7K2026-11-06
KMG Fiduciary Partners, LLC
DECREASED6,6417,077-436-6%$361.3K$482.4K+$121.1K2026-10-14
Orba Wealth Advisors, L.L.C.
NEW6,606—+6,606——$479.9K—2026-10-23
Ritholtz Wealth Management
INCREASED6,6045,590+1,014+18%$285.4K$479.7K+$194.3K2026-11-05
Grimes & Co Wealth Management, LLC
INCREASED6,5495,015+1,534+31%$256.0K$475.7K+$219.7K2026-10-29
Relyea Zuckerberg Hanson LLC
DECREASED6,53415,245-8,711-57%$778.3K$474.6K-$303.6K2026-10-20
Pennsylvania Capital Management Inc
NEW6,439—+6,439——$467.7K—2026-11-05
Corps Capital Advisors, LLC
DECREASED6,4227,322-900-12%$373.8K$466.5K+$92.7K2026-11-05
Crown Wealth Group, LLC
DECREASED6,3486,352-40%$324.3K$461.1K+$136.8K2026-10-19
Moors & Cabot, Inc.
INCREASED6,2586,240+18+0%$318.6K$454.6K+$136.0K2026-11-06
Worth Asset Management, LLC
INCREASED6,2115,829+382+7%$297.6K$451.2K+$153.6K2026-10-07
Ellis Investment Partners, LLC
DECREASED6,1867,635-1,449-19%$389.8K$449.4K+$59.6K2026-10-21
Harel Insurance Investments & Financial Services Ltd.
DECREASED6,1856,325-140-2%$323.0K$449.0K+$126.0K2026-11-02
Associated Banc-Corp
DECREASED6,1028,352-2,250-27%$426.4K$443.2K+$16.9K2026-10-30
Central Trust Co
UNCHANGED5,9225,92200%$302.3K$430.2K+$127.9K2026-11-05
Asset Dedication, LLC
UNCHANGED5,8955,89500%$300.9K$428.2K+$127.3K2026-11-03
Werba Rubin Papier Wealth Management
UNCHANGED5,8785,87800%$300.1K$427.0K+$126.9K2026-11-06
Wesbanco Bank Inc
DECREASED5,8579,185-3,328-36%$468.9K$425.5K-$43.4K2026-11-04
Wealth Effects LLC
DECREASED5,7956,005-210-3%$306.6K$420.9K+$114.4K2026-10-23
Cape Investment Advisory, Inc.
UNCHANGED5,7955,79500%$295.8K$420.9K+$125.1K2026-10-13
Founders Financial Securities LLC
UNCHANGED5,7745,77400%$294.8K$419.4K+$124.7K2026-10-28
Avior Wealth Management, LLC
INCREASED5,7735,743+30+1%$293.2K$419.4K+$126.2K2026-10-13
Adamsbrown Wealth Consultants LLC
INCREASED5,7345,042+692+14%$257.4K$416.5K+$159.1K2026-10-20
CLG LLC
DECREASED5,7085,726-180%$292.3K$414.6K+$122.3K2026-10-13
Beacon Capital Management, LLC
DECREASED5,7035,729-260%$292.5K$414.3K+$121.8K2026-10-23
CMG Global Holdings, LLC
INCREASED5,6375,633+4+0%$287.6K$409.5K+$121.9K2026-10-14
XXI Wealth, LLC
INCREASED5,6004,350+1,250+29%$222.1K$406.8K+$184.7K2026-10-22
Claro Advisors Inc.
INCREASED5,5155,208+307+6%$265.9K$400.6K+$134.8K2026-11-02
Clarus Group, Inc.
UNCHANGED5,5005,50000%$280.8K$399.5K+$118.7K2026-10-21
Sage Mountain Advisors LLC
UNCHANGED5,4815,48100%$279.8K$398.1K+$118.3K2026-11-02
Vicus Capital
UNCHANGED5,4765,47600%$279.6K$397.8K+$118.2K2026-11-05
Vestia Personal Wealth Advisors
UNCHANGED5,4645,46400%$278.9K$396.9K+$118.0K2026-10-20
Moneco Advisors, LLC
DECREASED5,4495,518-69-1%$281.7K$395.8K+$114.1K2026-11-05
Wealth Management Nebraska
UNCHANGED5,4455,44500%$278.0K$395.5K+$117.6K2026-10-26
Gryphon Financial Partners LLC
UNCHANGED5,3805,38000%$274.6K$390.8K+$116.1K2026-11-04
Appleton Partners Inc
DECREASED5,3285,361-33-1%$274.0K$387.0K+$113.0K2026-10-30
Avestar Capital, LLC
UNCHANGED5,2365,23600%$267.3K$380.3K+$113.0K2026-10-28
AMG National Trust Bank
UNCHANGED5,2055,20500%$265.7K$378.1K+$112.4K2026-11-05
Sentinel Pension Advisors, LLC
INCREASED5,1904,674+516+11%$260.9K$377.0K+$116.1K2026-11-02
Cooper Financial Group
DECREASED5,0825,497-415-8%$280.6K$369.2K+$88.5K2026-10-07
IVC Wealth Advisors LLC
UNCHANGED5,0575,05700%$258.2K$367.3K+$109.2K2026-10-23
Redhawk Wealth Advisors, Inc.
DECREASED5,0275,780-753-13%$295.1K$365.1K+$70.1K2026-10-14
BridgePort Financial Solutions, LLC
UNCHANGED4,9564,95600%$253.0K$360.0K+$107.0K2026-11-02
Smallwood Wealth Investment Management, LLC
UNCHANGED4,9464,94600%$252.5K$359.3K+$106.8K2026-10-30
Sowell Financial Services LLC
DECREASED4,9195,966-1,047-18%$304.6K$357.3K+$52.7K2026-10-23
Revisor Wealth Management LLC
DECREASED4,87216,723-11,851-71%$853.7K$349.5K-$504.2K2026-10-20
Capital Investment Advisors, LLC
DECREASED4,8556,605-1,750-26%$337.2K$352.6K+$15.5K2026-10-22
Chicago Capital, LLC
DECREASED4,8484,990-142-3%$254.7K$352.2K+$97.4K2026-10-13
JGP Wealth Management, LLC
NEW4,815—+4,815——$349.8K—2026-10-13
Simon Quick Advisors, LLC
UNCHANGED4,8134,81300%$245.7K$349.6K+$103.9K2026-10-26
Broussard Financial Group LLC
DECREASED4,7767,460-2,684-36%$380.8K$346.9K-$33.9K2026-10-26
Waterway Wealth Management, LLC
NEW4,733—+4,733——$343.8K—2026-10-28
McAdam, LLC
DECREASED4,7235,032-309-6%$256.9K$343.1K+$86.2K2026-10-21
NewSquare Capital LLC
NEW4,718—+4,718——$342.7K—2026-11-06
Schneider Downs Wealth Management Advisors, LP
UNCHANGED4,7124,71200%$240.5K$342.3K+$101.7K2026-10-27
3Edge Asset Management, LP
NEW4,701—+4,701——$341.5K—2026-10-30
Westover Capital Advisors, LLC
DECREASED4,6256,735-2,110-31%$343.8K$336.0K-$7.9K2026-10-26
Citizens Financial Group Inc
NEW4,612—+4,612——$335.0K—2026-10-23
Ashton Thomas Private Wealth, LLC
NEW4,591—+4,591——$333.5K—2026-11-03
Mirador Capital Partners LP
NEW4,555—+4,555——$330.9K—2026-10-09
Signaturefd, LLC
INCREASED4,5243,619+905+25%$184.8K$328.6K+$143.9K2026-10-23
AlphaCore Capital LLC
DECREASED4,5025,002-500-10%$255.4K$327.0K+$71.7K2026-11-04
United Advisor Group, LLC
INCREASED4,4534,325+128+3%$220.8K$323.5K+$102.7K2026-11-03
Shepherd Street Advisors LLC
INCREASED4,3924,262+130+3%$241.0K$314.2K+$73.2K2026-10-21
Hutchens & Kramer Investment Management Group, LLC
UNCHANGED4,3604,36000%$222.6K$316.7K+$94.1K2026-10-16
Evolution Wealth Advisors, LLC
UNCHANGED4,3404,34000%$221.6K$315.3K+$93.7K2026-11-03
IFG Advisors, LLC
DECREASED4,3374,393-56-1%$224.3K$315.1K+$90.8K2026-10-15
Curran Financial Partners, LLC
DECREASED4,2904,530-240-5%$231.3K$311.6K+$80.4K2026-11-04
HB Wealth Management, LLC
DECREASED4,2865,350-1,064-20%$273.1K$311.3K+$38.2K2026-10-23
Halbert Hargrove Global Advisors, LLC
DECREASED4,1974,333-136-3%$221.2K$304.9K+$83.7K2026-10-16
AA Financial Advisors, LLC
DECREASED4,1734,978-805-16%$254.1K$303.1K+$49.0K2026-10-19
Simplicity Wealth,LLC
NEW4,164—+4,164——$302.5K—2026-10-23
HBK Sorce Advisory LLC
INCREASED4,1064,099+7+0%$231.3K$271.7K+$40.4K2026-11-06
Stiles Financial Services Inc
UNCHANGED4,0344,03400%$205.9K$293.0K+$87.1K2026-10-30
YHB Investment Advisors, Inc.
NEW4,004—+4,004——$290.9K—2026-10-08
PNC Financial Services Group, Inc.
DECREASED3,9626,429-2,467-38%$328.2K$287.8K-$40.4K2026-11-06
Greenup Street Wealth Management LLC
NEW3,870—+3,870——$281.1K—2026-10-28
EdgeRock Capital LLC
DECREASED3,8554,535-680-15%$231.5K$280.0K+$48.5K2026-11-03
Oakworth Capital, Inc.
DECREASED3,8333,836-30%$200.4K$278.4K+$78.1K2026-10-26
M Holdings Securities, Inc.
NEW3,823—+3,823——$270—2026-11-03
Axxcess Wealth Management, LLC
NEW3,789—+3,789——$275.2K—2026-10-21
Gerber, LLC
NEW3,723—+3,723——$270.4K—2026-10-21
Fifth Third Bancorp
INCREASED3,7183,293+425+13%$168.1K$270.1K+$102.0K2026-11-05
RMR Capital Management, LLC
NEW3,709—+3,709——$269.4K—2026-10-23
Demars Financial Group, LLC
NEW3,701—+3,701——$268.8K—2026-10-22
Hurley Capital, LLC
INCREASED3,699670+3,029+452%$34.2K$268.7K+$234.5K2026-11-05
Ballew Advisors, Inc
NEW3,681—+3,681——$269.9K—2026-10-05
Prime Capital Investment Advisors, LLC
DECREASED3,6465,268-1,622-31%$268.9K$264.8K-$4.1K2026-10-20
Financial Perspectives, Inc
UNCHANGED3,6373,63700%$185.7K$264.2K+$78.5K2026-11-03
Kingdom Financial Group Llc.
INCREASED3,6231,566+2,057+131%$79.9K$263.2K+$183.2K2026-11-04
Visionary Wealth Advisors
NEW3,586—+3,586——$260.5K—2026-11-04
Collaborative Capital Advisors LLC
NEW3,513—+3,513——$255.2K—2026-11-06
Beacon Investment Advisory Services, Inc.
UNCHANGED3,5003,50000%$178.7K$254.2K+$75.6K2026-10-13
Clearwave Capital, LLC
NEW3,475—+3,475——$252.4K—2026-10-27
Baker Boyer National Bank
NEW3,472—+3,472——$252.2K—2026-11-05
Puff Wealth Management, LLC
NEW3,448—+3,448——$250.5K—2026-10-07
BlueChip Wealth Advisors LLC
NEW3,445—+3,445——$250.2K—2026-11-03
Sagespring Wealth Partners, LLC
NEW3,437—+3,437——$249.6K—2026-10-22
Titleist Asset Management, LLC
NEW3,332—+3,332——$242.1K—2026-10-08
J. Safra Sarasin Holding AG
NEW3,312—+3,312——$240.9K—2026-10-26
ShoreHaven Wealth Partners, LLC
NEW3,227—+3,227——$234.4K—2026-10-16
Brady Martz Wealth Solutions, LLC
NEW3,160—+3,160——$229.5K—2026-11-05
Sugar Maple Asset Management, LLC
NEW3,142—+3,142——$228.2K—2026-10-13
POM Investment Strategies, LLC
INCREASED3,1282,192+936+43%$111.9K$227.2K+$115.3K2026-10-20
Almanack Investment Partners, Llc.
DECREASED3,1224,372-1,250-29%$223.2K$226.8K+$3.6K2026-11-03
Arkfeld Wealth Strategies, L.L.C.
NEW3,120—+3,120——$226.2K—2026-10-19
Allen Investment Management, LLC
NEW3,100—+3,100——$225.3K—2026-11-03
GR Financial Group, LLC
NEW3,081—+3,081——$223.8K—2026-10-27
Sprinkle Financial Consultants LLC
NEW3,016—+3,016——$219.1K—2026-10-09
RS Crum Inc.
NEW3,010—+3,010——$218.6K—2026-10-19
Apella Capital, LLC
NEW3,005—+3,005——$217.8K—2026-10-08
Crescent Grove Advisors, LLC
NEW3,000—+3,000——$217.9K—2026-10-21
Weatherly Asset Management L. P.
NEW2,955—+2,955——$214.7K—2026-10-20
BankPlus Trust Department
UNCHANGED2,9272,92700%$149.4K$212.6K+$63.2K2026-11-06
Robinswood Financial LLC
INCREASED2,9242,743+181+7%$140.0K$208.0K+$68.0K2026-10-20
Compass Financial Management LLC
UNCHANGED2,9202,92000%$163.2K$212.1K+$48.9K2026-10-30
Thrivent Financial for Lutherans
NEW2,916—+2,916——$215—2026-11-05
6th Street Advisors, LLC
NEW2,818—+2,818——$204.7K—2026-10-14
Harmony Asset Management LLC
NEW2,767—+2,767——$201.0K—2026-10-20
Moisand Fitzgerald Tamayo, LLC
DECREASED2,7532,850-97-3%$145.5K$200.0K+$54.5K2026-10-15
Quest 10 Wealth Builders, Inc.
DECREASED2,7152,744-29-1%$140.1K$197.2K+$57.1K2026-11-02
Highline Wealth Partners LLC
INCREASED2,644552+2,092+379%$28.2K$192.1K+$163.9K2026-10-19
Stone House Investment Management, LLC
DECREASED2,6374,750-2,113-44%$242.5K$191.6K-$50.9K2026-10-23
Noble Wealth Management PBC
DECREASED2,5482,595-47-2%$132.5K$185.1K+$52.6K2026-10-01
Brown, Lisle Ings, Inc.
UNCHANGED2,5152,51500%$128.4K$182.7K+$54.3K2026-10-16
CKW Financial Group
UNCHANGED2,4942,49400%$130$184+$542026-10-29
Rosenberg Matthew Hamilton
NEW2,343—+2,343——$170.2K—2026-10-05
Downshift Financial, LLC
INCREASED2,1071,999+108+5%$102.0K$153.1K+$51.0K2026-10-13
Root Financial Partners, LLC
NEW2,073—+2,073——$150.6K—2026-10-21
Firethorn Wealth Partners, LLC
NEW2,053—+2,053——$149.1K—2026-10-14
United Financial Planning Group LLC
UNCHANGED1,9951,99500%$101.8K$144.9K+$43.1K2026-11-04
UMB Bank, n.a.
UNCHANGED1,8571,85700%$94.8K$134.9K+$40.1K2026-11-06
Hilton Head Capital Partners, LLC
UNCHANGED1,7181,71800%$87.7K$124.8K+$37.1K2026-10-23
Strategic Advocates LLC
UNCHANGED1,5911,59100%$81.2K$115.6K+$34.3K2026-11-03
Ascentis Independent Advisors
NEW1,558—+1,558——$113.2K—2026-11-03
StrongBox Wealth, LLC
UNCHANGED1,5001,50000%$76.6K$109.0K+$32.4K2026-11-02
Evermay Wealth Management LLC
NEW1,493—+1,493——$108.5K—2026-11-05
MassMutual Private Wealth & Trust, FSB
UNCHANGED1,4301,43000%$73.0K$103.9K+$30.9K2026-10-05
Lodestone Wealth Management LLC
INCREASED1,3331,318+15+1%$67.3K$96.8K+$29.5K2026-10-14
Plante Moran Financial Advisors, LLC
DECREASED1,2921,497-205-14%$76.4K$93.9K+$17.4K2026-11-04
Cranbrook Wealth Management, LLC
INCREASED1,087647+440+68%$33.0K$79.0K+$45.9K2026-10-28
Transce3nd, LLC
NEW900—+900——$66.1K—2026-10-26
Archer Investment Corp
INCREASED82222+800+3636%$1.1K$59.7K+$58.6K2026-11-05
Aspect Partners, LLC
UNCHANGED81081000%$41.4K$58.9K+$17.5K2026-10-20
Syntax Research, Inc.
UNCHANGED78578500%$40.1K$57.0K+$16.9K2026-11-04
Coston, McIsaac & Partners
INCREASED765690+75+11%$35.0K$55.6K+$20.6K2026-11-06
Asset Planning,Inc
UNCHANGED75075000%$38.3K$54.5K+$16.2K2026-10-26
Canton Hathaway, LLC
UNCHANGED72572500%$37.0K$52.7K+$15.7K2026-10-23
Ashurst Perkins Coie Trust Co
UNCHANGED68068000%$34.7K$49.4K+$14.7K2026-10-15
Southern Michigan Bank & Trust
INCREASED665639+26+4%$32.6K$48.3K+$15.7K2026-10-19
Physician Wealth Advisors, Inc.
DECREASED6251,364-739-54%$69.7K$45.4K-$24.3K2026-10-20
Birchbrook, Inc.
INCREASED600505+95+19%$25.8K$43.6K+$17.8K2026-10-14
Golden State Wealth Management, LLC
DECREASED597695-98-14%$35.5K$43.4K+$7.9K2026-11-02
Mather Group, Llc.
INCREASED578328+250+76%$16.7K$42.0K+$25.2K2026-10-14
Rossby Financial, LCC
NEW572—+572——$41.6K—2026-11-05
Wilkerson Advisory Group LLC
DECREASED511593-82-14%$30.3K$37.1K+$6.8K2026-10-20
Latitude Advisors, LLC
NEW510—+510——$37.0K—2026-10-27
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED4081,784-1,376-77%$91.1K$29.6K-$61.4K2026-10-14
Financial Network Wealth Advisors LLC
UNCHANGED40140100%$20.5K$29.1K+$8.7K2026-10-28
Lynch Investment Planning, LLC
NEW339—+339——$24.7K—2026-10-27
Financial Consulate, Inc
INCREASED338322+16+5%$16.4K$24.6K+$8.1K2026-10-23
Provenance Wealth Advisors, LLC
NEW314—+314——$22.8K—2026-10-30
Westside Investment Management, Inc.
UNCHANGED30030000%$15.3K$22.0K+$6.7K2026-11-02
Fortitude Family Office, LLC
UNCHANGED29429400%$15.0K$21.4K+$6.3K2026-10-14
Country Trust Bank
UNCHANGED27027000%$13.8K$19.6K+$5.8K2026-10-30
SJS Investment Consulting Inc.
UNCHANGED24024000%$12.3K$17.4K+$5.2K2026-10-26
Salomon & Ludwin, LLC
UNCHANGED20320300%$10.6K$14.7K+$4.1K2026-10-29
Main Street Group, LTD
NEW200—+200——$14.5K—2026-10-28
Clearstead Trust, LLC
INCREASED199180+19+11%$9.2K$14.5K+$5.3K2026-11-06
Pathway Financial Advisers, LLC
NEW195—+195——$14.2K—2026-10-27
Raleigh Capital Management Inc.
INCREASED152103+49+48%$5.3K$11.0K+$5.8K2026-10-28
Kelleher Financial Advisors
DECREASED150300-150-50%$15.3K$10.9K-$4.4K2026-10-30
Comprehensive Financial Planning, Inc.
INCREASED128125+3+2%$6.4K$9.3K+$2.9K2026-10-27
Atwood & Palmer Inc
UNCHANGED12512500%$6.4K$9.1K+$2.7K2026-10-08
Avion Wealth
UNCHANGED12012000%$6$8+$22026-11-04
TD Waterhouse Canada Inc.
UNCHANGED10310300%$5.3K$7.6K+$2.3K2026-10-16
Key Capital Management, Inc
DECREASED8283-1-1%$4.2K$6.0K+$1.7K2026-11-03
High Point Wealth Management, LLC
UNCHANGED818100%$4.1K$5.9K+$1.7K2026-11-05
Financial Freedom, LLC
NEW57—+57——$4.1K—2026-11-06
Evolution Wealth Management Inc.
NEW52—+52——$3.8K—2026-10-28
Assetmark, Inc
DECREASED4776-29-38%$3.9K$3.4K-$4662026-10-21
Ares Financial Consulting, LLC
UNCHANGED454500%$2.3K$3.3K+$9722026-10-19
Pension & Wealth Management Advisors, Inc.
UNCHANGED444400%$2.3K$3.3K+$9692026-10-16
Montgomery Financial Services LLC
UNCHANGED383800%$1.9K$2.8K+$8202026-11-03
Tounjian Advisory Partners, LLC
UNCHANGED383800%$1.9K$2.8K+$8202026-11-04
GHP Investment Advisors, Inc.
DECREASED3683-47-57%$4.2K$2.6K-$1.6K2026-10-15
Vision Financial Markets LLC
UNCHANGED353500%$1.8K$2.6K+$7532026-10-22
Legacies Wealth LLC
UNCHANGED333300%$1.7K$2.4K+$7122026-11-02
DecisionPoint Financial, LLC
UNCHANGED202000%$1.0K$1.5K+$4282026-10-27
Essential Investment Partners LLC
UNCHANGED202000%$1.0K$1.5K+$4322026-10-27
GS Investments, Inc.
UNCHANGED181800%$919$1.3K+$3892026-11-05
Wolff Wiese Magana LLC
UNCHANGED161600%$817$1.2K+$3462026-10-15
Networth Advisors, LLC
UNCHANGED151500%$766$1.1K+$3242026-11-03
Jacobi Capital Management LLC
NEW14—+14——$1.0K—2026-11-05
Cassaday & Co Wealth Management LLC
NEW10—+10——$727—2026-10-27
Holos Integrated Wealth LLC
UNCHANGED101000%$555$711+$1562026-10-23
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED101000%$511$727+$2162026-10-28
Valley National Advisers Inc
UNCHANGED101000%$511$727+$2162026-10-23
Valued Wealth Advisors LLC
NEW9—+9——$654—2026-11-05
Signature Resources Capital Management, LLC
UNCHANGED9900%$459$654+$1952026-10-16
Hughes Financial Services, LLC
UNCHANGED5500%$255$351+$962026-10-30
Balance Wealth Partners LLC
NEW0—0——$0—2026-10-27
Arbor Capital Management Inc
CLOSED043,715-43,715-100%$2.3M$0-$2.3M2026-10-21
Fiduciary Alliance LLC
CLOSED043,631-43,631-100%$2.2M$0-$2.2M2026-10-13
Sunesis Advisors, LLC
CLOSED013,761-13,761-100%$702.5K$0-$702.5K2026-10-26
Clear Creek Financial Management, LLC
CLOSED012,173-12,173-100%$621.4K$0-$621.4K2026-10-28
Samalin Investment Counsel, LLC
CLOSED09,874-9,874-100%$504.1K$0-$504.1K2026-10-23
Belvedere Trading LLC
CLOSED07,030-7,030-100%$358.9K$0-$358.9K2026-11-05
SteelPeak Wealth, LLC
CLOSED06,511-6,511-100%$332.4K$0-$332.4K2026-10-16
Elevation Point Wealth Partners, LLC
CLOSED06,483-6,483-100%$331.0K$0-$331.0K2026-11-05
Altfest L J & Co Inc
CLOSED04,490-4,490-100%$229.2K$0-$229.2K2026-10-27
True North Advisors, LLC
CLOSED04,367-4,367-100%$222.9K$0-$222.9K2026-10-22
Krane Financial Solutions LLC
CLOSED03,984-3,984-100%$203.4K$0-$203.4K2026-10-30
Family Legacy Financial Solutions, LLC
CLOSED02,000-2,000-100%$102.1K$0-$102.1K2026-10-07
Go Invest LLC
CLOSED0894-894-100%$45.6K$0-$45.6K2026-10-09
MCF Advisors LLC
CLOSED0507-507-100%$25.9K$0-$25.9K2026-10-28
Strategic Wealth Advisors LLC
CLOSED0430-430-100%$32$0-$322026-11-06
NBT Bank, N.A.
CLOSED0409-409-100%$20.9K$0-$20.9K2026-10-21
Decker Retirement Planning Inc.
CLOSED0267-267-100%$13.6K$0-$13.6K2026-10-19
Finley Financial, LLC
CLOSED0235-235-100%$12.0K$0-$12.0K2026-10-28
Salem Investment Counselors Inc
CLOSED0141-141-100%$7.2K$0-$7.2K2026-10-13
Guardian Partners Inc.
CLOSED061-61-100%$3.1K$0-$3.1K2026-10-21
Chilton Capital Management LLC
CLOSED033-33-100%$1.7K$0-$1.7K2026-10-28
Maseco LLP
CLOSED028-28-100%$1.4K$0-$1.4K2026-10-27
Concord Wealth Partners
CLOSED017-17-100%$887$0-$8872026-11-02
Your Advocates Ltd., LLP
CLOSED06-6-100%$306$0-$3062026-11-03
Tsfg, LLC
CLOSED04-4-100%$0$0$02026-10-23
Cornerstone Planning Group LLC
CLOSED04-4-100%$230$0-$2302026-10-16
Schonfeld Strategic Advisors LLC
N/A—1,974,767-1,974,767-100%$100.8M———
Almitas Capital LLC
N/A—1,364,522-1,364,522-100%$69.7M———
Millennium Management LLC
N/A—1,349,522-1,349,522-100%$68.9M———
Cantor Fitzgerald, L. P.
N/A—1,280,931-1,280,931-100%$65.4M———
Patient Capital Management, LLC
N/A—1,217,595-1,217,595-100%$62.2M———
ParaFi Capital LP
N/A—1,050,000-1,050,000-100%$53.6M———
Morgan Stanley
N/A—953,772-953,772-100%$48.7M———
Jane Street Group, LLC
N/A—886,736-886,736-100%$45.3M———
Consolidated Portfolio Review Corp
N/A—834,367-834,367-100%$42.6M———
Pine Ridge Advisers LLC
N/A—834,367-834,367-100%$42.6M———
Envestnet Asset Management Inc
N/A—661,034-661,034-100%$33.7M———
Mariner, LLC
N/A—636,321-636,321-100%$32.5M———
Kaleidoscope Capital LP
N/A—431,682-431,682-100%$22.0M———
Susquehanna International Group, LLP
N/A—421,773-421,773-100%$21.5M———
HighTower Advisors, LLC
N/A—421,335-421,335-100%$21.5M———
Cresset Asset Management, LLC
N/A—417,180-417,180-100%$21.3M———
Cetera Investment Advisers
N/A—412,507-412,507-100%$21.1M———
Tidal Investments LLC
N/A—326,110-326,110-100%$16.6M———
Citadel Advisors LLC
N/A—298,386-298,386-100%$15.2M———
BlackRock, Inc.
N/A—288,188-288,188-100%$14.7M———
Syon Capital LLC
N/A—283,149-283,149-100%$14.5M———
Ovata Capital Management Ltd
N/A—265,558-265,558-100%$13.5M———
Quadrature Capital Ltd
N/A—248,454-248,454-100%$12.7M———
Atomic Invest LLC
N/A—229,404-229,404-100%$12.0M———
Winton Group Ltd
N/A—218,078-218,078-100%$11.1M———
Renaissance Technologies LLC
N/A—216,500-216,500-100%$11.1M———
Jump Financial, LLC
N/A—211,771-211,771-100%$10.8M———
Osaic Holdings, Inc.
N/A—181,794-181,794-100%$9.3M———
Flow Traders U.S. LLC
N/A—181,320-181,320-100%$9.3M———
Qube Research & Technologies Ltd
N/A—164,541-164,541-100%$8.4M———
Arkos Global Advisors
N/A—156,831-156,831-100%$8.0M———
Marex Group Ltd
N/A—156,056-156,056-100%$8.0M———
Sanctuary Advisors, LLC
N/A—141,996-141,996-100%$7.2M———
IEQ Capital, LLC
N/A—118,895-118,895-100%$6.1M———
Alamea Verwaltungs GmbH
N/A—117,771-117,771-100%$6.0M———
Courage Capital Management LLC
N/A—115,865-115,865-100%$5.9M———
Aptus Capital Advisors, LLC
N/A—111,382-111,382-100%$5.7M———
Goldman Sachs Group Inc
N/A—105,840-105,840-100%$5.4M———
Libra Wealth LLC
N/A—105,375-105,375-100%$5.4M———
MML Investors Services, LLC
N/A—101,869-101,869-100%$5.2M———
Fiduciary Trust Co
N/A—101,644-101,644-100%$5.2M———
Focus Partners Wealth
N/A—94,985-94,985-100%$4.8M———
Beaird Harris Wealth Management, LLC
N/A—90,014-90,014-100%$4.6M———
EP Wealth Advisors, LLC
N/A—88,593-88,593-100%$4.5M———
Sky-Mountain Capital Management, Inc.
N/A—85,233-85,233-100%$4.4M———
Foundations Investment Advisors, LLC
N/A—83,023-83,023-100%$4.2M———
Mutual Advisors, LLC
N/A—80,383-80,383-100%$4.1M———
HRT Financial LP
N/A—80,013-80,013-100%$4.1M———
Northwestern Mutual Wealth Management Co
N/A—72,984-72,984-100%$3.7M———
PYA Waltman Capital, LLC
N/A—64,923-64,923-100%$3.3M———
First Trust Advisors LP
N/A—64,721-64,721-100%$3.3M———
Sfmg, LLC
N/A—63,247-63,247-100%$3.2M———
Wealthspire Advisors, LLC
N/A—62,642-62,642-100%$3.2M———
Smart Money Group LLC
N/A—59,633-59,633-100%$3.0M———
Farringdon Capital, Ltd.
N/A—58,767-58,767-100%$3.0M———
Avenir Tech Ltd
N/A—58,616-58,616-100%$3.0M———
Advisory Services Network, LLC
N/A—54,812-54,812-100%$2.8M———
NewEdge Advisors, LLC
N/A—53,790-53,790-100%$2.7M———
Kingsview Wealth Management, LLC
N/A—50,194-50,194-100%$2.6M———
Nwam LLC
N/A—49,145-49,145-100%$2.5M———
MAI Capital Management
N/A—45,679-45,679-100%$2.3M———
Virtu Financial LLC
N/A—45,452-45,452-100%$2.3M———
SCS Capital Management LLC
N/A—43,492-43,492-100%$2.2M———
NorthCoast Asset Management LLC
N/A—43,154-43,154-100%$2.2M———
Van Hulzen Asset Management, LLC
N/A—43,043-43,043-100%$2.2M———
Pasadena Private Wealth, LLC
N/A—41,493-41,493-100%$2.1M———
Panoramic Investment Advisors, LLC
N/A—40,882-40,882-100%$2.1M———
Cambient Family Office, LLC
N/A—39,742-39,742-100%$2.0M———
Global Retirement Partners, LLC
N/A—39,686-39,686-100%$2.0M———
Cerity Partners LLC
N/A—39,142-39,142-100%$2.0M———
Captrust Financial Advisors
N/A—38,310-38,310-100%$2.0M———
Mercer Global Advisors Inc
N/A—38,191-38,191-100%$1.9M———
Sivia Capital Partners, LLC
N/A—35,752-35,752-100%$1.8M———
Savvy Advisors, Inc.
N/A—35,003-35,003-100%$1.8M———
Claar Advisors LLC
N/A—35,000-35,000-100%$1.8M———
LaSalle St. Investment Advisors, LLC
N/A—34,952-34,952-100%$1.8M———
Brown Brothers Harriman & Co
N/A—34,221-34,221-100%$1.7M———
Strategies Wealth Advisors, LLC
N/A—33,962-33,962-100%$1.7M———
Keel Point, LLC
N/A—33,428-33,428-100%$1.7M———
Fidelis Capital Partners, LLC
N/A—31,753-31,753-100%$1.6M———
Wellspring Financial Advisors, LLC
N/A—30,956-30,956-100%$1.6M———
Modus Advisors, LLC
N/A—30,690-30,690-100%$1.6M———
Arax Advisory Partners
N/A—30,647-30,647-100%$1.6M———
Johnson Investment Counsel Inc
N/A—30,533-30,533-100%$1.6M———
Beacon Pointe Advisors, LLC
N/A—29,525-29,525-100%$1.5M———
Arete Wealth Advisors, LLC
N/A—29,323-29,323-100%$1.5M———
Waverly Advisors, LLC
N/A—29,274-29,274-100%$1.5M———
Pathstone Holdings, LLC
N/A—28,531-28,531-100%$1.5M———
Walleye Trading LLC
N/A—28,469-28,469-100%$1.5M———
Precision Wealth Strategies, LLC
N/A—28,456-28,456-100%$1.5M———
AE Wealth Management LLC
N/A—28,184-28,184-100%$1.4M———
Moneta Group Investment Advisors LLC
N/A—27,474-27,474-100%$1.4M———
Steward Partners Investment Advisory, LLC
N/A—27,420-27,420-100%$1.4M———
Fort Point Capital Partners LLC
N/A—27,393-27,393-100%$1.4M———
Permian Investment Partners, LP
N/A—27,000-27,000-100%$1.4M———
Pallas Capital Advisors LLC
N/A—26,993-26,993-100%$1.4M———
Integrated Wealth Concepts LLC
N/A—26,818-26,818-100%$1.4M———
Cofg Advisors, LLC
N/A—26,274-26,274-100%$1.3M———
Peloton Wealth Strategists
N/A—26,153-26,153-100%$1.3M———
Bank of America Corp
N/A—25,977-25,977-100%$1.3M———
Betterment LLC
N/A—25,811-25,811-100%$1.3M———
Stansberry Asset Management, LLC
N/A—25,619-25,619-100%$1.3M———
CIBC Bancorp USA Inc.
N/A—24,498-24,498-100%$1.3M———
Bearing Point Capital, LLC
N/A—23,756-23,756-100%$1.2M———
NewEdge Wealth, LLC
N/A—23,448-23,448-100%$1.2M———
JT Stratford LLC
N/A—23,428-23,428-100%$1.2M———
Maripau Wealth Management LLC
N/A—22,609-22,609-100%$1.2M———
TRU Independence Asset Management 2, LLC
N/A—22,010-22,010-100%$1.1M———
World Investment Advisors
N/A—21,653-21,653-100%$1.3M———
Camelot Portfolios, LLC
N/A—21,402-21,402-100%$1.1M———
Wealth Alliance, LLC
N/A—20,292-20,292-100%$1.0M———
Raymond James Financial Inc
N/A—20,181-20,181-100%$1.0M———
Bleakley Financial Group, LLC
N/A—19,826-19,826-100%$1.0M———
Sankala Group LLC
N/A—18,763-18,763-100%$1.1M———
Gamco Investors, Inc. ET AL
N/A—18,100-18,100-100%$924.0K———
Stratos Wealth Partners, Ltd.
N/A—17,121-17,121-100%$874.0K———
Osbon Capital Management LLC
N/A—16,921-16,921-100%$863.9K———
Bank of Montreal
N/A—16,719-16,719-100%$853.5K———
Proficio Capital Partners LLC
N/A—16,075-16,075-100%$820.6K———
Timber Creek Capital Management LLC
N/A—15,737-15,737-100%$803.4K———
Strive Financial Group,LLC
N/A—15,641-15,641-100%$798.5K———
Essex Financial Services, Inc.
N/A—15,602-15,602-100%$796.5K———
Stratos Wealth Advisors, LLC
N/A—15,596-15,596-100%$796.2K———
CIM, LLC
N/A—15,480-15,480-100%$790.3K———
Wescap Management Group, Inc.
N/A—14,901-14,901-100%$760.7K———
Great Valley Advisor Group, Inc.
N/A—14,883-14,883-100%$759.5K———
CFO4Life Group, LLC
N/A—14,861-14,861-100%$758.6K———
Ancora Advisors LLCA
N/A—14,145-14,145-100%$722.1K———
Commerce Bank
N/A—13,959-13,959-100%$712.6K———
Bogart Wealth, LLC
N/A—12,839-12,839-100%$655.4K———
Curi Capital, LLC
N/A—12,662-12,662-100%$646.4K———
Pure Financial Advisors, LLC
N/A—12,606-12,606-100%$643.5K———
TCW Group Inc
N/A—12,553-12,553-100%$640.8K———
Headlands Technologies LLC
N/A—12,480-12,480-100%$637.1K———
Estate Planners Group, LLC
N/A—12,437-12,437-100%$634.9K———
Synergy Financial Group, LTD
N/A—12,357-12,357-100%$630.8K———
Investment Advisory Services Group LLC
N/A—12,034-12,034-100%$614.3K———
Sequoia Financial Advisors, LLC
N/A—11,789-11,789-100%$601.8K———
Lansing Street Advisors
N/A—11,627-11,627-100%$593.6K———
Meridian Wealth Advisors, LLC
N/A—11,500-11,500-100%$587.1K———
Drive Wealth Management, LLC
N/A—11,457-11,457-100%$584.9K———
GWN Securities Inc.
N/A—11,132-11,132-100%$568.3K———
AXQ Capital, LP
N/A—10,894-10,894-100%$556.1K———
Cadia Private Client LLC
N/A—10,776-10,776-100%$550.1K———
Basecamp Wealth Advisors LLC
N/A—10,565-10,565-100%$539.4K———
Kapstone Financial Advisors LLC
N/A—10,505-10,505-100%$536.3K———
Spartan Wealth Advisory Services LLC
N/A—10,323-10,323-100%$527.0K———
Ethos Financial Group, LLC
N/A—10,195-10,195-100%$563.7K———
M. Kulyk & Associates, LLC
N/A—9,983-9,983-100%$509.6K———
OneDigital Investment Advisors LLC
N/A—9,657-9,657-100%$493.0K———
Quantinno Capital Management LP
N/A—9,633-9,633-100%$491.8K———
East Coast Asset Management, Llc.
N/A—9,248-9,248-100%$472.1K———
Delta Investment Management, LLC
N/A—9,079-9,079-100%$463.5K———
Fiduciary Financial Advisors
N/A—8,973-8,973-100%$456.0K———
Fairview Capital Investment Management, LLC
N/A—8,965-8,965-100%$457.7K———
Kiker Wealth Management, LLC
N/A—8,927-8,927-100%$455.7K———
OneAscent Financial Services LLC
N/A—8,844-8,844-100%$451.5K———
Two Sigma Securities, LLC
N/A—8,781-8,781-100%$448.3K———
Checchi Capital Advisers, LLC
N/A—8,760-8,760-100%$447.2K———
Belpointe Asset Management LLC
N/A—8,451-8,451-100%$431.4K———
Intellectus Partners, LLC
N/A—8,436-8,436-100%$430.6K———
Alpha Financial Partners LLC
N/A—8,246-8,246-100%$420.9K———
SkyView Investment Advisors, LLC
N/A—8,000-8,000-100%$408.0K———
Brown Advisory Inc
N/A—8,000-8,000-100%$408.4K———
Ausdal Financial Partners, Inc.
N/A—7,910-7,910-100%$403.8K———
Pine Valley Investments Ltd Liability Co
N/A—7,207-7,207-100%$367.9K———
Thoroughbred Financial Services, LLC
N/A—6,896-6,896-100%$352.0K———
Liberty Wealth Management LLC
N/A—6,668-6,668-100%$393.6K———
Legacy Financial Advisors, Inc.
N/A—6,449-6,449-100%$329.2K———
Prasad Wealth Partners, LLC
N/A—6,254-6,254-100%$319.3K———
Tradition Wealth Management, LLC
N/A—6,194-6,194-100%$316.2K———
Bitterroot Capital Advisors LLC
N/A—6,170-6,170-100%$315.0K———
Franklin Resources Inc
N/A—6,156-6,156-100%$314.3K———
Heritage Trust Co
N/A—6,130-6,130-100%$312.9K———
Bridgewater Advisors Inc.
N/A—6,038-6,038-100%$335.7K———
Drucker Wealth 3.0, LLC
N/A—6,009-6,009-100%$306.7K———
Strategic Wealth Partners, Ltd.
N/A—5,804-5,804-100%$296.3K———
Stokes Family Office, LLC
N/A—5,784-5,784-100%$295.3K———
Horizon Kinetics Asset Management LLC
N/A—5,681-5,681-100%$290.0K———
Sandy Cove Advisors, LLC
N/A—5,520-5,520-100%$281.8K———
Dorsey & Whitney Trust Co LLC
N/A—5,502-5,502-100%$280.9K———
Smartleaf Asset Management LLC
N/A—5,470-5,470-100%$287.3K———
Tocqueville Asset Management L.P.
N/A—5,450-5,450-100%$278.2K———
Transcend Capital Advisors, LLC
N/A—5,428-5,428-100%$277.1K———
Rehmann Capital Advisory Group
N/A—5,419-5,419-100%$276.7K———
PFG Investments, LLC
N/A—5,374-5,374-100%$274.3K———
United Capital Financial Advisors, LLC
N/A—5,361-5,361-100%$273.3K———
Truvestments Capital LLC
N/A—5,316-5,316-100%$271.4K———
Marble Wealth, LLC
N/A—5,172-5,172-100%$264.0K———
Summit Financial, LLC
N/A—5,080-5,080-100%$259.4K———
Allied Private Wealth LLC
N/A—5,075-5,075-100%$274.9K———
Becker Capital Management Inc
N/A—5,010-5,010-100%$255.8K———
Intentional Wealth Strategies, LLC
N/A—5,009-5,009-100%$255.7K———
Guardian Wealth Advisors, LLC / NC
N/A—4,987-4,987-100%$254.6K———
Summit Trail Advisors, LLC
N/A—4,965-4,965-100%$253.5K———
Pinnacle Financial Partners, Inc.
N/A—4,961-4,961-100%$253.3K———
Rather & Kittrell, Inc.
N/A—4,952-4,952-100%$252.8K———
Insigneo Advisory Services, LLC
N/A—4,916-4,916-100%$251.0K———
Advyzon Investment Management, LLC
N/A—4,860-4,860-100%$248.1K———
Compass Capital Corp
N/A—4,852-4,852-100%$269.0K———
Cedarwood Wealth LLC
N/A—4,686-4,686-100%$239.2K———
Cary Street Partners Financial LLC
N/A—4,682-4,682-100%$239.0K———
RPg Family Wealth Advisory, LLC
N/A—4,669-4,669-100%$238.3K———
Freestone Capital Holdings, LLC
N/A—4,590-4,590-100%$234.3K———
SlateStone Wealth, LLC
N/A—4,468-4,468-100%$228.0K———
Scotia Capital Inc.
N/A—4,348-4,348-100%$222.0K———
NorthRock Partners, LLC
N/A—4,336-4,336-100%$221.4K———
Advisory Alpha, LLC
N/A—4,329-4,329-100%$221.0K———
Retirement Income Solutions, Inc
N/A—4,296-4,296-100%$253.6K———
Aspiring Ventures, LLC
N/A—4,201-4,201-100%$214.5K———
Bridge Generations Wealth Management LLC
N/A—4,183-4,183-100%$213.5K———
Markin Asset Management, LP
N/A—4,166-4,166-100%$212.7K———
JPMorgan Chase & Co
N/A—4,079-4,079-100%$214.3K———
Caprock Group, LLC
N/A—4,067-4,067-100%$207.6K———
Centaurus Financial, Inc.
N/A—4,037-4,037-100%$206.0K———
Strait & Sound Wealth Management LLC
N/A—4,010-4,010-100%$204.7K———
New Insight Wealth Advisors
N/A—3,995-3,995-100%$203.9K———
Kastel Capital Advisors, LLC
N/A—3,952-3,952-100%$233.3K———
Federation des caisses Desjardins du Quebec
N/A—3,786-3,786-100%$193.3K———
Hills Bank & Trust Co
N/A—2,813-2,813-100%$143.6K———
Elequin Capital, LP
N/A—2,593-2,593-100%$132.4K———
Group One Trading LLC
N/A—2,390-2,390-100%$122.0K———
Huntington National Bank
N/A—2,242-2,242-100%$114.5K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—2,050-2,050-100%$104.7K———
UBS Group AG
N/A—2,028-2,028-100%$103.5K———
Atlantic Union Bankshares Corp
N/A—1,947-1,947-100%$99.4K———
Strategic Investment Solutions, Inc.
N/A—1,831-1,831-100%$93.5K———
Silicon Valley Capital Partners
N/A—1,790-1,790-100%$91.4K———
Geneos Wealth Management Inc.
N/A—1,785-1,785-100%$91.1K———
Whittier Trust Co of Nevada Inc
N/A—1,780-1,780-100%$98.8K———
Heritage Wealth Advisors
N/A—1,443-1,443-100%$73.7K———
Investment Counsel Co of Nevada
N/A—1,272-1,272-100%$64.9K———
Richard W. Paul & Associates, LLC
N/A—1,215-1,215-100%$62.0K———
Atlantic Private Wealth, LLC
N/A—1,201-1,201-100%$61.3K———
Basepoint Wealth LLC
N/A—1,190-1,190-100%$60.7K———
National Bank of Canada
N/A—1,090-1,090-100%$55.6K———
Capital Analysts, LLC
N/A—1,034-1,034-100%$53.0K———
Teachers Insurance & Annuity Association of America
N/A—935-935-100%$47.7K———
Turim 21 Investimentos Ltda.
N/A—877-877-100%$44.8K———
BFC Planning, Inc.
N/A—806-806-100%$41.1K———
Harbour Investments, Inc.
N/A—741-741-100%$37.9K———
Game Plan Financial Advisors, LLC
N/A—475-475-100%$24.2K———
Avalon Trust Co
N/A—390-390-100%$19.9K———
Cary Street Partners Investment Advisory LLC
N/A—320-320-100%$16.4K———
Cordant, Inc.
N/A—315-315-100%$16.1K———
Investors Portfolio Services LLC
N/A—220-220-100%$11.2K———
HighMark Wealth Management LLC
N/A—213-213-100%$10.9K———
Sittner & Nelson, LLC
N/A—200-200-100%$10.2K———
Royal Bank of Canada
N/A—170-170-100%$9.0K———
Ankerstar Wealth, LLC
N/A—170-170-100%$8.7K———
Sachetta, LLC
N/A—116-116-100%$5.9K———
Nova Wealth Management, Inc.
N/A—115-115-100%$5.9K———
Highland Investment Advisors LLC
N/A—90-90-100%$4.6K———
Glassman Wealth Services
N/A—81-81-100%$4.1K———
Chesapeake Asset Management LLC
N/A—74-74-100%$3.8K———
CNB Bank
N/A—68-68-100%$3.5K———
Colonial Trust Advisors
N/A—50-50-100%$2.6K———
Rothschild Investment LLC
N/A—29-29-100%$1.5K———
FMR LLC
N/A—24-24-100%$1.2K———
VSM Wealth Advisory, LLC
N/A—24-24-100%$1.2K———
Bessemer Group Inc
N/A—22-22-100%$1———
JPL Wealth Management, LLC
N/A—20-20-100%$1.0K———
Atlas Capital Advisors Inc.
N/A—18-18-100%$918———
Copia Wealth Management
N/A—16-16-100%$817———
CVA Family Office, LLC
N/A—12-12-100%$613———
Kilter Group LLC
N/A—10-10-100%$511———
Fourth Dimension Wealth, LLC
N/A—10-10-100%$511———
TD Capital Management LLC
N/A—10-10-100%$511———
Aventura Private Wealth, LLC
N/A—5-5-100%$255———
Wells Fargo & Company
N/A—3-3-100%$169———
Frazier Financial Advisors, LLC
N/A—3-3-100%$154———
Hantz Financial Services, Inc.
N/A—3-3-100%$0———
Rockefeller Capital Management L.P.
N/A—1-1-100%$51———
Showing 695 of 695 institutions