IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Global X US Infrastructure (PAVE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares7,983,139 from 8,938,139
Change-955,000 (-11%)
Value$419.1M (-$108.2M)
Filed 2026-11-02
Bank of New York Mellon Corp
INCREASED
Shares3,042,744 from 21,787
Change+3,020,957 (+13866%)
Value$159.7M (+$158.5M)
Filed 2026-11-05
Meitav Investment House LTD
UNCHANGED
Shares2,832,025 from 2,832,025
Change0 (0%)
Value$148.7M (-$18.3M)
Filed 2026-10-28
Principal Financial Group Inc
UNCHANGED
Shares2,326,475 from 2,326,475
Change0 (0%)
Value$122.1M (-$14.9M)
Filed 2026-11-02
Kestra Investment Management, LLC
INCREASED
Shares1,806,103 from 1,646,301
Change+159,802 (+10%)
Value$94.8M (-$2.2M)
Filed 2026-11-04
Moss Adams Wealth Advisors LLC
DECREASED
Shares1,722,992 from 1,847,570
Change-124,578 (-7%)
Value$90.5M (-$18.6M)
Filed 2026-10-28
Kestra Advisory Services, LLC
INCREASED
Shares1,479,847 from 1,023,893
Change+455,954 (+45%)
Value$77.7M (+$17.4M)
Filed 2026-11-02
Capital Asset Advisory Services LLC
DECREASED
Shares988,373 from 1,028,101
Change-39,728 (-4%)
Value$51.5M (-$9.1M)
Filed 2026-10-30
Evergreen Capital Management LLC
INCREASED
Shares935,604 from 918,222
Change+17,382 (+2%)
Value$49.1M (-$5.1M)
Filed 2026-10-23
Commonwealth Equity Services, LLC
DECREASED
Shares792,602 from 1,006,445
Change-213,843 (-21%)
Value$41.6M (-$17.7M)
Filed 2026-11-02
First Interstate Bank
DECREASED
Shares739,373 from 755,645
Change-16,272 (-2%)
Value$38.8M (-$5.7M)
Filed 2026-10-23
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares616,185 from 703,288
Change-87,103 (-12%)
Value$32.3M (-$9.1M)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares606,922 from 540,666
Change+66,256 (+12%)
Value$31.9M (+$7.0K)
Filed 2026-11-02
Evolution Wealth Advisors, LLC
DECREASED
Shares605,502 from 609,894
Change-4,392 (-1%)
Value$31.8M (-$4.1M)
Filed 2026-11-03
Cooper Financial Group
INCREASED
Shares591,786 from 576,388
Change+15,398 (+3%)
Value$31.1M (-$2.9M)
Filed 2026-10-07
Teamwork Financial Advisors, LLC
INCREASED
Shares407,101 from 403,005
Change+4,096 (+1%)
Value$21.4M (-$2.4M)
Filed 2026-10-19
Thrivent Financial for Lutherans
DECREASED
Shares378,082 from 385,411
Change-7,329 (-2%)
Value$19.4M (-$3.3M)
Filed 2026-11-05
Systelligence, LLC
INCREASED
Shares357,167 from 37,032
Change+320,135 (+864%)
Value$16.1M (+$13.9M)
Filed 2026-11-05
MFA Wealth Advisors, LLC
INCREASED
Shares330,229 from 327,596
Change+2,633 (+1%)
Value$17.3M (-$2.0M)
Filed 2026-10-07
Riggs Asset Managment Co. Inc.
INCREASED
Shares323,336 from 321,358
Change+1,978 (+1%)
Value$17.0M (-$2.0M)
Filed 2026-11-05
Destiny Wealth Partners, LLC
INCREASED
Shares301,324 from 267,397
Change+33,927 (+13%)
Value$16.4M (+$1.3M)
Filed 2026-11-05
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares271,105 from 274,009
Change-2,904 (-1%)
Value$14.2M (-$1.9M)
Filed 2026-10-29
Citigroup Inc
INCREASED
Shares267,265 from 267,076
Change+189 (+0%)
Value$14.0M (-$1.7M)
Filed 2026-11-04
Altfest L J & Co Inc
DECREASED
Shares252,777 from 253,259
Change-482 (0%)
Value$13.3M (-$1.7M)
Filed 2026-10-27
Robertson Stephens Wealth Management, LLC
INCREASED
Shares248,931 from 244,424
Change+4,507 (+2%)
Value$13.1M (-$1.4M)
Filed 2026-10-16
Wealthcare Advisory Partners LLC
INCREASED
Shares245,208 from 211,492
Change+33,716 (+16%)
Value$12.9M (+$412.3K)
Filed 2026-10-21
Rockport Wealth LLC
DECREASED
Shares232,873 from 367,703
Change-134,830 (-37%)
Value$12.2M (-$9.4M)
Filed 2026-11-03
Eagle Strategies LLC
DECREASED
Shares232,670 from 239,684
Change-7,014 (-3%)
Value$12.2M (-$1.9M)
Filed 2026-10-16
New England Private Wealth Advisors LLC
INCREASED
Shares222,445 from 220,583
Change+1,862 (+1%)
Value$11.7M (-$1.0M)
Filed 2026-10-19
Sage Capital Management, LLC
INCREASED
Shares213,580 from 213,126
Change+454 (+0%)
Value$11.2M (-$1.3M)
Filed 2026-10-20
Investors Research Corp
DECREASED
Shares194,249 from 194,312
Change-63 (0%)
Value$10.2M (-$1.3M)
Filed 2026-10-07
Jmac Enterprises LLC
INCREASED
Shares192,768 from 192,070
Change+698 (+0%)
Value$10.1M (-$1.2M)
Filed 2026-10-30
Valley Wealth Managers, Inc.
INCREASED
Shares189,907 from 168,842
Change+21,065 (+12%)
Value$10.0M (+$21.9K)
Filed 2026-10-09
Thryve Wealth Management LLC
INCREASED
Shares176,178 from 173,705
Change+2,473 (+1%)
Value$9.2M (-$985.4K)
Filed 2026-10-09
Financial Partners Group, Inc
DECREASED
Shares171,750 from 183,114
Change-11,364 (-6%)
Value$9.0M (-$1.8M)
Filed 2026-10-19
CX Institutional
INCREASED
Shares164,816 from 158,718
Change+6,098 (+4%)
Value$8.7K (-$699)
Filed 2026-10-02
Clarus Group, Inc.
DECREASED
Shares160,932 from 168,759
Change-7,827 (-5%)
Value$8.4M (-$1.5M)
Filed 2026-10-21
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares155,073 from 147,238
Change+7,835 (+5%)
Value$5.4M (+$41.0K)
Filed 2026-10-13
Quadrant Private Wealth Management, LLC
INCREASED
Shares153,899 from 153,589
Change+310 (+0%)
Value$8.1M (-$985.6K)
Filed 2026-11-04
Y.D. More Investments Ltd
INCREASED
Shares151,401 from 149,999
Change+1,402 (+1%)
Value$7.9M (-$885.5K)
Filed 2026-11-02
Independent Financial Group, LLC
INCREASED
Shares147,977 from 142,152
Change+5,825 (+4%)
Value$7.8M (-$606.8K)
Filed 2026-10-13
Kestra Private Wealth Services, LLC
INCREASED
Shares146,875 from 108,153
Change+38,722 (+36%)
Value$7.7M (+$1.3M)
Filed 2026-10-30
Perigon Wealth Management, LLC
INCREASED
Shares140,787 from 75,003
Change+65,784 (+88%)
Value$7.4M (+$3.0M)
Filed 2026-10-22
ARQ Wealth Advisors, LLC
INCREASED
Shares136,434 from 134,699
Change+1,735 (+1%)
Value$7.2M (-$461.2K)
Filed 2026-10-29
Capital Advantage, Inc.
INCREASED
Shares134,396 from 128,370
Change+6,026 (+5%)
Value$7.1M (-$507.8K)
Filed 2026-10-14
NTV Asset Management LLC
DECREASED
Shares127,764 from 128,553
Change-789 (-1%)
Value$6.7M (-$866.8K)
Filed 2026-10-23
Washington Growth Strategies LLC
INCREASED
Shares127,695 from 125,968
Change+1,727 (+1%)
Value$6.7M (-$718.0K)
Filed 2026-10-19
Assetmark, Inc
INCREASED
Shares126,724 from 108,182
Change+18,542 (+17%)
Value$6.7M (+$279.0K)
Filed 2026-10-21
5th Street Advisors, LLC
DECREASED
Shares125,671 from 146,296
Change-20,625 (-14%)
Value$6.6M (-$2.0M)
Filed 2026-11-04
Park Avenue Securities LLC
INCREASED
Shares124,656 from 112,518
Change+12,138 (+11%)
Value$6.5M (-$86.0K)
Filed 2026-10-26
WT Wealth Management
INCREASED
Shares123,176 from 101,491
Change+21,685 (+21%)
Value$6.5M (+$486.9K)
Filed 2026-10-13
D.A. Davidson & Co.
INCREASED
Shares119,444 from 98,580
Change+20,864 (+21%)
Value$6.3M (+$462.5K)
Filed 2026-10-28
Guilbault Capital LLC
DECREASED
Shares115,121 from 116,676
Change-1,555 (-1%)
Value$6.0M (-$830.7K)
Filed 2026-10-28
Lake Hills Wealth Management, LLC
INCREASED
Shares114,271 from 112,343
Change+1,928 (+2%)
Value$6.0M (-$620.0K)
Filed 2026-10-07
Elyxium Wealth, LLC
DECREASED
Shares111,209 from 112,054
Change-845 (-1%)
Value$5.8M (-$763.8K)
Filed 2026-10-27
HBW Advisory Services LLC
DECREASED
Shares109,844 from 287,085
Change-177,241 (-62%)
Value$5.8M (-$11.1M)
Filed 2026-10-15
Truist Financial Corp
INCREASED
Shares107,581 from 95,378
Change+12,203 (+13%)
Value$5.6M (+$28.3K)
Filed 2026-10-30
Farther Finance Advisors, LLC
INCREASED
Shares107,248 from 107,163
Change+85 (+0%)
Value$5.6M (-$683.4K)
Filed 2026-10-08
Cordoba Advisory Partners LLC
INCREASED
Shares105,249 from 102,307
Change+2,942 (+3%)
Value$5.5M (-$512.8K)
Filed 2026-10-19
WealthBridge Capital Management, LLC
INCREASED
Shares105,090 from 102,030
Change+3,060 (+3%)
Value$5.5M (-$494.4K)
Filed 2026-10-16
Creative Planning
INCREASED
Shares104,115 from 91,673
Change+12,442 (+14%)
Value$5.5M (+$64.7K)
Filed 2026-11-02
Tenet Wealth Partners, LLC
DECREASED
Shares102,352 from 103,461
Change-1,109 (-1%)
Value$5.4M (-$573.5K)
Filed 2026-10-19
Moneco Advisors, LLC
INCREASED
Shares96,323 from 83,344
Change+12,979 (+16%)
Value$5.1M (+$146.3K)
Filed 2026-11-05
Montag A & Associates Inc
DECREASED
Shares95,639 from 99,806
Change-4,167 (-4%)
Value$5.0M (-$869.8K)
Filed 2026-10-29
Meridian Wealth Management, LLC
INCREASED
Shares94,874 from 85,334
Change+9,540 (+11%)
Value$5.0M (-$47.0K)
Filed 2026-11-05
Peddock Capital Advisors, LLC
DECREASED
Shares91,300 from 92,211
Change-911 (-1%)
Value$4.8M (-$639.8K)
Filed 2026-10-16
Lido Advisors, LLC
INCREASED
Shares89,798 from 72,853
Change+16,945 (+23%)
Value$4.7M (+$415.5K)
Filed 2026-11-04
Analyst IMS Investment Management Services Ltd.
UNCHANGED
Shares88,770 from 88,770
Change0 (0%)
Value$4.7M (-$570.0K)
Filed 2026-11-05
Oppenheimer & Co Inc
DECREASED
Shares87,816 from 100,944
Change-13,128 (-13%)
Value$4.6M (-$1.3M)
Filed 2026-10-26
Carlson Financial, Inc.
INCREASED
Shares87,215 from 86,025
Change+1,190 (+1%)
Value$4.6M (-$489.9K)
Filed 2026-11-05
PFG Advisors
INCREASED
Shares86,564 from 85,259
Change+1,305 (+2%)
Value$4.5M (-$478.9K)
Filed 2026-10-16
MRA Advisory Group
DECREASED
Shares86,434 from 87,157
Change-723 (-1%)
Value$4.5M (-$597.5K)
Filed 2026-10-07
Fortem Financial Group, LLC
INCREASED
Shares83,723 from 82,975
Change+748 (+1%)
Value$4.4M (-$493.4K)
Filed 2026-10-20
Apollon Wealth Management, LLC
INCREASED
Shares80,369 from 67,296
Change+13,073 (+19%)
Value$4.2M (+$254.3K)
Filed 2026-10-23
Fifth Third Securities, Inc.
DECREASED
Shares79,429 from 89,564
Change-10,135 (-11%)
Value$4.2M (-$1.1M)
Filed 2026-10-21
San Luis Wealth Advisors LLC
DECREASED
Shares76,340 from 123,193
Change-46,853 (-38%)
Value$4.0M (-$3.3M)
Filed 2026-10-27
Arvest Investments, Inc.
INCREASED
Shares75,658 from 67,907
Change+7,751 (+11%)
Value$4.0M (-$29.1K)
Filed 2026-10-21
Magnus Financial Group LLC
INCREASED
Shares75,579 from 70,866
Change+4,713 (+7%)
Value$4.0M (-$207.5K)
Filed 2026-10-21
GoalVest Advisory LLC
INCREASED
Shares75,363 from 5,130
Change+70,233 (+1369%)
Value$339.6K (+$37.3K)
Filed 2026-10-02
Waystone Advisors LLC
UNCHANGED
Shares73,223 from 73,223
Change0 (0%)
Value$4.3M ($0)
Filed 2026-10-16
US Bancorp \de\
INCREASED
Shares73,051 from 53,667
Change+19,384 (+36%)
Value$3.8M (+$673.1K)
Filed 2026-11-05
BIP Wealth, LLC
INCREASED
Shares70,681 from 64,378
Change+6,303 (+10%)
Value$3.7M (-$82.4K)
Filed 2026-10-22
Parallel Advisors, LLC
INCREASED
Shares69,103 from 57,927
Change+11,176 (+19%)
Value$3.6M (+$214.8K)
Filed 2026-11-03
Nations Financial Group Inc,
INCREASED
Shares65,238 from 63,904
Change+1,334 (+2%)
Value$3.4M (-$340.2K)
Filed 2026-11-05
Concurrent Investment Advisors, LLC
INCREASED
Shares64,446 from 48,920
Change+15,526 (+32%)
Value$3.4M (+$501.0K)
Filed 2026-10-16
Fifth Third Bancorp
DECREASED
Shares64,027 from 76,156
Change-12,129 (-16%)
Value$3.4M (-$1.1M)
Filed 2026-11-05
Connecticut Wealth Management, LLC
DECREASED
Shares61,226 from 61,318
Change-92 (0%)
Value$3.2M (-$398.5K)
Filed 2026-10-13
Laurel Wealth Advisors LLC
DECREASED
Shares60,390 from 61,740
Change-1,350 (-2%)
Value$3.2M (-$467.2K)
Filed 2026-10-27
Hazlett, Burt & Watson, Inc.
INCREASED
Shares58,673 from 57,986
Change+687 (+1%)
Value$1.7M (-$330.0K)
Filed 2026-11-04
Integrity Investment Advisors, LLC
INCREASED
Shares58,328 from 44,902
Change+13,426 (+30%)
Value$3.1M (+$416.6K)
Filed 2026-11-03
Founders Financial Securities LLC
INCREASED
Shares58,148 from 4,523
Change+53,625 (+1186%)
Value$3.1M (+$2.8M)
Filed 2026-10-28
Courier Capital LLC
INCREASED
Shares56,039 from 52,100
Change+3,939 (+8%)
Value$2.9M (-$127.7K)
Filed 2026-10-19
Peck Wealth Management, LLC
DECREASED
Shares55,970 from 56,913
Change-943 (-2%)
Value$2.9M (-$414.9K)
Filed 2026-10-29
GPM Growth Investors, Inc.
INCREASED
Shares54,973 from 52,312
Change+2,661 (+5%)
Value$2.9M (-$196.1K)
Filed 2026-10-30
NorthCrest Asset Manangement, LLC
INCREASED
Shares54,147 from 53,413
Change+734 (+1%)
Value$2.9M (-$130.2K)
Filed 2026-10-13
McCollum Christoferson Group LLC
INCREASED
Shares53,409 from 52,120
Change+1,289 (+2%)
Value$2.8M (-$266.9K)
Filed 2026-10-13
Kingswood Wealth Advisors, LLC
INCREASED
Shares53,196 from 46,664
Change+6,532 (+14%)
Value$2.8M (+$43.3K)
Filed 2026-10-23
Acorn Wealth Advisors, LLC
INCREASED
Shares52,628 from 47,075
Change+5,553 (+12%)
Value$2.8M (-$10.7K)
Filed 2026-10-19
Capital Advisors, Ltd. LLC
INCREASED
Shares52,279 from 49,972
Change+2,307 (+5%)
Value$2.7M (+$2.7M)
Filed 2026-10-27
Redw Wealth LLC
DECREASED
Shares52,214 from 52,339
Change-125 (0%)
Value$2.7M (-$342.6K)
Filed 2026-11-02
Prosperity Financial Group, Inc.
DECREASED
Shares51,910 from 53,394
Change-1,484 (-3%)
Value$2.7M (-$420.7K)
Filed 2026-10-29
Prime Capital Investment Advisors, LLC
DECREASED
Shares51,384 from 51,554
Change-170 (0%)
Value$2.7M (-$339.9K)
Filed 2026-10-20
Cornerstone Wealth Management, LLC
INCREASED
Shares50,777 from 44,530
Change+6,247 (+14%)
Value$2.7M (+$42.1K)
Filed 2026-11-04
Diversify Wealth Management, LLC
DECREASED
Shares50,305 from 51,086
Change-781 (-2%)
Value$2.7M (-$272.8K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares50,305 from 51,086
Change-781 (-2%)
Value$2.7M (-$272.8K)
Filed 2026-10-20
Bison Wealth, LLC
INCREASED
Shares50,277 from 44,938
Change+5,339 (+12%)
Value$2.7M (+$84.6K)
Filed 2026-10-13
Focus Financial Network, Inc.
INCREASED
Shares49,690 from 48,304
Change+1,386 (+3%)
Value$2.6M (-$242.3K)
Filed 2026-10-14
Cullen T Bankers, Inc.
INCREASED
Shares46,669 from 9,775
Change+36,894 (+377%)
Value$2.5M (+$1.9M)
Filed 2026-10-28
Ascentis Independent Advisors
NEW
Shares45,331
Change+45,331
Value$2.4M
Filed 2026-11-03
Strategy Asset Managers LLC
INCREASED
Shares44,166 from 43,793
Change+373 (+1%)
Value$2.3M (-$261.6K)
Filed 2026-10-14
Future Financial Wealth Managment LLC
NEW
Shares43,571
Change+43,571
Value$2.3M
Filed 2026-10-15
Lane Brothers & Co Inc
DECREASED
Shares43,036 from 64,929
Change-21,893 (-34%)
Value$2.3M (-$1.6M)
Filed 2026-11-02
TD Private Client Wealth LLC
INCREASED
Shares42,605 from 39,089
Change+3,516 (+9%)
Value$2.2M (-$66.4K)
Filed 2026-10-28
RFG Advisory, LLC
INCREASED
Shares41,683 from 16,150
Change+25,533 (+158%)
Value$2.2M (+$1.2M)
Filed 2026-11-03
American Institute for Advanced Investment Management, LLP
INCREASED
Shares40,965 from 40,759
Change+206 (+1%)
Value$2.2M (-$250.8K)
Filed 2026-11-03
Kraematon Investment Advisors, Inc
INCREASED
Shares40,934 from 39,904
Change+1,030 (+3%)
Value$2.1M (-$202.1K)
Filed 2026-11-02
Key Client Fiduciary Advisors, LLC
INCREASED
Shares40,625 from 38,828
Change+1,797 (+5%)
Value$2.1M (-$154.9K)
Filed 2026-10-19
WealthCare Investment Partners, LLC
DECREASED
Shares40,528 from 41,234
Change-706 (-2%)
Value$2.1M (-$295.6K)
Filed 2026-11-05
First Heartland Consultants, Inc.
DECREASED
Shares40,321 from 46,951
Change-6,630 (-14%)
Value$2.1M (-$649.5K)
Filed 2026-10-08
Axxcess Wealth Management, LLC
DECREASED
Shares40,179 from 1,058,974
Change-1,018,795 (-96%)
Value$2.1M (-$60.3M)
Filed 2026-10-21
Foresight Capital Management Advisors, Inc.
INCREASED
Shares40,011 from 37,538
Change+2,473 (+7%)
Value$2.1M (-$107.9K)
Filed 2026-10-27
Prospera Financial Services Inc
INCREASED
Shares39,038 from 36,690
Change+2,348 (+6%)
Value$2.1M (-$72.4K)
Filed 2026-11-04
Princeton Global Asset Management LLC
INCREASED
Shares38,946 from 38,556
Change+390 (+1%)
Value$2.0M (-$227.0K)
Filed 2026-10-21
Koshinski Asset Management, Inc.
INCREASED
Shares38,649 from 37,666
Change+983 (+3%)
Value$2.0M (-$190.2K)
Filed 2026-10-29
SFI Advisors, LLC
DECREASED
Shares38,544 from 38,723
Change-179 (0%)
Value$2.0M (-$258.0K)
Filed 2026-10-30
Beacon Financial Advisory LLC
INCREASED
Shares38,536 from 37,403
Change+1,133 (+3%)
Value$2.0M (-$180.6K)
Filed 2026-10-16
Royal Harbor Partners, LLC
INCREASED
Shares36,914 from 36,503
Change+411 (+1%)
Value$1.9M (-$212.8K)
Filed 2026-10-29
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares35,546 from 64,450
Change-28,904 (-45%)
Value$1.9M (-$1.9M)
Filed 2026-10-14
Paragon Advisors, LLC
NEW
Shares35,378
Change+35,378
Value$1.9M
Filed 2026-11-03
Northbridge Financial Group, LLC
DECREASED
Shares35,242 from 37,070
Change-1,828 (-5%)
Value$1.9M (-$258.2K)
Filed 2026-11-05
JFS Wealth Advisors, LLC
INCREASED
Shares34,714 from 34,703
Change+11 (+0%)
Value$1.8M (-$222.2K)
Filed 2026-11-03
Sigma Planning Corp
INCREASED
Shares33,725 from 32,624
Change+1,101 (+3%)
Value$1.8M (-$161.7K)
Filed 2026-10-23
Joel Isaacson & Co., LLC
DECREASED
Shares33,212 from 33,336
Change-124 (0%)
Value$1.7M (-$220.5K)
Filed 2026-11-05
WBH Advisory Inc
DECREASED
Shares32,139 from 32,194
Change-55 (0%)
Value$1.7M (-$209.6K)
Filed 2026-11-05
Foronjy Financial LLC
DECREASED
Shares32,008 from 38,136
Change-6,128 (-16%)
Value$1.7M (-$566.6K)
Filed 2026-10-14
Insight Advisors, LLC/ PA
INCREASED
Shares31,664 from 30,439
Change+1,225 (+4%)
Value$1.7M (-$131.0K)
Filed 2026-10-22
BigSur Wealth Management LLC
UNCHANGED
Shares30,855 from 30,855
Change0 (0%)
Value$1.6M (-$201.3K)
Filed 2026-10-13
Cyndeo Wealth Partners, LLC
DECREASED
Shares30,821 from 31,435
Change-614 (-2%)
Value$1.6M (-$234.1K)
Filed 2026-10-16
Cathy Pareto & Associates, Inc
INCREASED
Shares30,781 from 30,297
Change+484 (+2%)
Value$1.6M (-$168.7K)
Filed 2026-10-15
Koa Wealth Management, LLC
DECREASED
Shares29,849 from 29,996
Change-147 (0%)
Value$1.6M (-$200.3K)
Filed 2026-10-14
Pekin Hardy Strauss, Inc.
INCREASED
Shares29,820 from 27,840
Change+1,980 (+7%)
Value$1.6M (-$74.8K)
Filed 2026-11-02
Citizens Financial Group Inc
INCREASED
Shares28,970 from 28,969
Change+1 (0%)
Value$1.5M (-$188.9K)
Filed 2026-10-23
Harbor Investment Advisory, LLC
INCREASED
Shares28,498 from 27,368
Change+1,130 (+4%)
Value$1.5M (-$116.4K)
Filed 2026-10-13
Invenio Wealth Partners LLC
NEW
Shares28,264
Change+28,264
Value$1.5M
Filed 2026-10-20
Allodium Investment Consultants, LLC
INCREASED
Shares27,977 from 27,337
Change+640 (+2%)
Value$1.5M (-$141.9K)
Filed 2026-10-14
IFP Advisors, Inc
DECREASED
Shares27,552 from 28,186
Change-634 (-2%)
Value$1.4M (-$214.2K)
Filed 2026-10-16
Dumont & Blake Investment Advisors LLC
DECREASED
Shares27,489 from 27,653
Change-164 (-1%)
Value$1.4M (-$186.1K)
Filed 2026-10-28
Advisor Resource Council
DECREASED
Shares27,100 from 49,393
Change-22,293 (-45%)
Value$1.5M (-$1.4M)
Filed 2026-11-05
PW Nova Financial Services LLC
NEW
Shares27,093
Change+27,093
Value$1.4M
Filed 2026-10-15
Wedbush Securities Inc
DECREASED
Shares27,027 from 30,233
Change-3,206 (-11%)
Value$1.4M (-$362.0K)
Filed 2026-10-22
Lanark Financial, Inc.
INCREASED
Shares26,971 from 26,466
Change+505 (+2%)
Value$1.4M (-$143.4K)
Filed 2026-10-26
Entrewealth, LLC
INCREASED
Shares26,550 from 24,794
Change+1,756 (+7%)
Value$1.4M (-$52.9K)
Filed 2026-10-14
Indivisible Partners
INCREASED
Shares26,287 from 16,201
Change+10,086 (+62%)
Value$1.4M (+$425.5K)
Filed 2026-10-26
Congress Asset Management Co
DECREASED
Shares25,931 from 27,215
Change-1,284 (-5%)
Value$1.4M (-$242.1K)
Filed 2026-10-06
Regions Financial Corp
INCREASED
Shares25,193 from 24,105
Change+1,088 (+5%)
Value$1.3M (-$97.6K)
Filed 2026-11-05
APS Management Group, Inc.
DECREASED
Shares25,085 from 34,621
Change-9,536 (-28%)
Value$1.3M (-$722.9K)
Filed 2026-10-14
Brookstone Capital Management
INCREASED
Shares23,975 from 21,874
Change+2,101 (+10%)
Value$1.3M (-$30.1K)
Filed 2026-10-22
High Point Wealth Management, LLC
INCREASED
Shares23,867 from 22,565
Change+1,302 (+6%)
Value$1.3M (-$76.5K)
Filed 2026-11-05
Atria Investments, Inc
DECREASED
Shares23,826 from 30,607
Change-6,781 (-22%)
Value$1.3M (-$552.5K)
Filed 2026-10-15
Sofi Wealth, LLC
INCREASED
Shares23,806 from 18,666
Change+5,140 (+28%)
Value$1.2M (+$150.0K)
Filed 2026-10-27
Burke & Herbert Bank & Trust Co
UNCHANGED
Shares23,375 from 23,375
Change0 (0%)
Value$1.2M (-$150.1K)
Filed 2026-11-02
J.W. Cole Advisors, Inc.
INCREASED
Shares22,993 from 14,114
Change+8,879 (+63%)
Value$1.2M (+$375.5K)
Filed 2026-11-05
First International Bank of Israel Ltd.
INCREASED
Shares22,903 from 10,862
Change+12,041 (+111%)
Value$1.2M (+$562.4K)
Filed 2026-11-04
SteelPeak Wealth, LLC
INCREASED
Shares21,984 from 16,811
Change+5,173 (+31%)
Value$1.2M (+$161.9K)
Filed 2026-10-16
Flagship Harbor Advisors, LLC
DECREASED
Shares21,834 from 22,172
Change-338 (-2%)
Value$1.1M (-$160.1K)
Filed 2026-10-26
Accel Wealth Management
INCREASED
Shares21,612 from 18,663
Change+2,949 (+16%)
Value$1.1M (+$35.0K)
Filed 2026-10-13
Powell Investment Advisors, LLC
DECREASED
Shares21,482 from 21,834
Change-352 (-2%)
Value$1.1M (-$160.9K)
Filed 2026-10-22
Wealthcare Capital Partners, LLC
DECREASED
Shares21,402 from 21,471
Change-69 (0%)
Value$1.1M (-$141.4K)
Filed 2026-10-21
Virtue Capital Management, LLC
NEW
Shares21,163
Change+21,163
Value$1.1M
Filed 2026-10-29
Signal Advisors Wealth, LLC
INCREASED
Shares20,569 from 11,848
Change+8,721 (+74%)
Value$1.1M (+$381.8K)
Filed 2026-10-13
Ellis Investment Partners, LLC
DECREASED
Shares20,562 from 20,598
Change-36 (0%)
Value$1.1M (-$134.1K)
Filed 2026-10-21
Belvedere Trading LLC
INCREASED
Shares20,475 from 4,065
Change+16,410 (+404%)
Value$1.1M (+$835.4K)
Filed 2026-11-05
Sheets Smith Wealth Management
INCREASED
Shares20,316 from 4,916
Change+15,400 (+313%)
Value$1.1M (+$777.0K)
Filed 2026-10-16
Spire Wealth Management
INCREASED
Shares19,650 from 14,839
Change+4,811 (+32%)
Value$1.0M (+$157.4K)
Filed 2026-10-30
Clear Creek Financial Management, LLC
DECREASED
Shares19,447 from 19,540
Change-93 (0%)
Value$1.0M (-$130.4K)
Filed 2026-10-28
Bensler, LLC
DECREASED
Shares19,266 from 19,631
Change-365 (-2%)
Value$1.0M (-$145.2K)
Filed 2026-11-05
Beaumont Financial Advisors, LLC
INCREASED
Shares18,262 from 17,549
Change+713 (+4%)
Value$958.8K (-$75.2K)
Filed 2026-10-22
Cookson Peirce & Co Inc
INCREASED
Shares18,109 from 17,633
Change+476 (+3%)
Value$950.7K (-$88.2K)
Filed 2026-10-30
Verdence Capital Advisors LLC
INCREASED
Shares18,075 from 16,225
Change+1,850 (+11%)
Value$948.9K (-$7.0K)
Filed 2026-10-26
Willner & Heller, LLC
INCREASED
Shares17,721 from 17,513
Change+208 (+1%)
Value$930.4K (-$101.5K)
Filed 2026-10-28
Private Trust Co NA
INCREASED
Shares17,692 from 16,734
Change+958 (+6%)
Value$928.8K (-$57.1K)
Filed 2026-10-20
International Assets Investment Management, LLC
INCREASED
Shares17,151 from 16,038
Change+1,113 (+7%)
Value$909.7K (-$15.4K)
Filed 2026-11-02
Cornerstone Wealth, LLC
DECREASED
Shares17,072 from 17,881
Change-809 (-5%)
Value$880.9K (-$131.9K)
Filed 2026-10-28
Commerce Advisors, LLC
DECREASED
Shares16,818 from 17,115
Change-297 (-2%)
Value$883.0K (-$125.5K)
Filed 2026-10-19
Sage Mountain Advisors LLC
UNCHANGED
Shares16,793 from 16,793
Change0 (0%)
Value$881.6K (-$107.8K)
Filed 2026-11-02
Sharkey, Howes & Javer
INCREASED
Shares16,467 from 16,462
Change+5 (+0%)
Value$864.5K (-$105.5K)
Filed 2026-10-22
Bluedoor Private Wealth, LLC
INCREASED
Shares16,286 from 15,840
Change+446 (+3%)
Value$855.0K (-$78.3K)
Filed 2026-11-05
Granville Capital, Inc.
INCREASED
Shares16,003 from 15,984
Change+19 (+0%)
Value$840.2K (-$101.7K)
Filed 2026-11-05
Choreo, LLC
INCREASED
Shares15,820 from 15,471
Change+349 (+2%)
Value$830.5K (-$82.6K)
Filed 2026-10-28
HB Wealth Management, LLC
INCREASED
Shares15,656 from 7,547
Change+8,109 (+107%)
Value$821.9K (+$377.2K)
Filed 2026-10-23
Chicago Partners Investment Group LLC
INCREASED
Shares15,533 from 14,668
Change+865 (+6%)
Value$801.5K (-$42.1K)
Filed 2026-10-27
Mine & Arao Wealth Creation & Management, Llc.
INCREASED
Shares15,331 from 15,317
Change+14 (+0%)
Value$804.9K (-$97.6K)
Filed 2026-10-29
Autumn Glory Partners, LLC
INCREASED
Shares15,268 from 15,267
Change+1 (+0%)
Value$801.6K (-$98.0K)
Filed 2026-10-26
Finivi Inc.
INCREASED
Shares15,158 from 14,909
Change+249 (+2%)
Value$795.8K (-$82.6K)
Filed 2026-10-13
TD Waterhouse Canada Inc.
DECREASED
Shares14,922 from 28,311
Change-13,389 (-47%)
Value$792.0K (-$876.3K)
Filed 2026-10-16
Matauro, LLC
INCREASED
Shares14,723 from 13,549
Change+1,174 (+9%)
Value$773.0K (-$25.3K)
Filed 2026-11-03
Dynamic Advisor Solutions LLC
DECREASED
Shares14,674 from 19,685
Change-5,011 (-25%)
Value$770.4K (-$389.4K)
Filed 2026-10-13
Keeler Thomas Management LLC
NEW
Shares14,613
Change+14,613
Value$767.2K
Filed 2026-10-29
Jacobi Capital Management LLC
DECREASED
Shares14,592 from 14,629
Change-37 (0%)
Value$766.1K (-$95.9K)
Filed 2026-11-05
Vontobel Holding Ltd.
UNCHANGED
Shares14,510 from 14,510
Change0 (0%)
Value$760.9K (-$93.3K)
Filed 2026-10-16
Sovran Advisors, LLC
DECREASED
Shares14,402 from 17,924
Change-3,522 (-20%)
Value$784.8K (-$200.9K)
Filed 2026-11-02
Nvwm, LLC
INCREASED
Shares14,202 from 14,130
Change+72 (+1%)
Value$745.6K (-$86.9K)
Filed 2026-10-14
Tandem Capital Management Corp
INCREASED
Shares14,120 from 14,020
Change+100 (+1%)
Value$741.3K (-$84.8K)
Filed 2026-10-22
Sowell Financial Services LLC
DECREASED
Shares13,972 from 48,189
Change-34,217 (-71%)
Value$733.5K (-$2.1M)
Filed 2026-10-23
Visionary Wealth Advisors
INCREASED
Shares13,671 from 7,602
Change+6,069 (+80%)
Value$717.7K (+$269.8K)
Filed 2026-11-04
Hunter Associates Investment Management LLC
INCREASED
Shares13,596 from 8,708
Change+4,888 (+56%)
Value$715.0K (+$201.0K)
Filed 2026-10-26
Simplicity Wealth,LLC
DECREASED
Shares13,488 from 16,500
Change-3,012 (-18%)
Value$708.1K (-$264.0K)
Filed 2026-10-23
Signature Estate & Investment Advisors LLC
INCREASED
Shares13,247 from 13,226
Change+21 (+0%)
Value$695.5K (-$83.8K)
Filed 2026-10-13
Investment Partners, Ltd.
INCREASED
Shares13,202 from 8,402
Change+4,800 (+57%)
Value$693.1K (+$198.1K)
Filed 2026-10-29
180 Wealth Advisors, LLC
INCREASED
Shares12,959 from 12,148
Change+811 (+7%)
Value$680.3K (-$35.4K)
Filed 2026-11-03
Grandview Asset Management LLC
DECREASED
Shares12,868 from 14,015
Change-1,147 (-8%)
Value$675.6K (-$150.2K)
Filed 2026-10-19
Barings LLC
UNCHANGED
Shares12,744 from 12,744
Change0 (0%)
Value$669.1K (-$81.8K)
Filed 2026-10-22
Swmg, LLC
NEW
Shares12,740
Change+12,740
Value$663.4K
Filed 2026-10-23
MGO One Seven LLC
INCREASED
Shares12,650 from 11,769
Change+881 (+7%)
Value$664.1K (-$29.3K)
Filed 2026-10-28
Zega Investments, LLC
DECREASED
Shares12,188 from 50,616
Change-38,428 (-76%)
Value$639.9K (-$2.3M)
Filed 2026-11-04
StoneX Group Inc.
INCREASED
Shares12,053 from 10,080
Change+1,973 (+20%)
Value$640.4K (+$46.5K)
Filed 2026-11-03
Stephen J. Garry & Associates, LLC
UNCHANGED
Shares11,890 from 11,890
Change0 (0%)
Value$624.2K (-$76.3K)
Filed 2026-11-05
Stonebridge Financial Group, LLC
INCREASED
Shares11,732 from 11,730
Change+2 (+0%)
Value$615.9K (-$75.2K)
Filed 2026-10-01
Tucker Asset Management LLC
INCREASED
Shares11,694 from 9,472
Change+2,222 (+23%)
Value$613.9K (+$55.8K)
Filed 2026-10-29
Wespac Advisors SoCal, LLC
INCREASED
Shares11,329 from 10,504
Change+825 (+8%)
Value$594.8K (-$24.1K)
Filed 2026-10-13
Avidian Wealth Enterprises, LLC
DECREASED
Shares11,283 from 13,347
Change-2,064 (-15%)
Value$592.4K (-$194.0K)
Filed 2026-10-08
Midwest Trust Co
DECREASED
Shares11,246 from 13,832
Change-2,586 (-19%)
Value$590.4K (-$224.6K)
Filed 2026-10-22
OpenArc Corporate Advisory, LLC
INCREASED
Shares11,209 from 10,984
Change+225 (+2%)
Value$588.5K (-$58.7K)
Filed 2026-10-21
Castleview Partners, LLC
INCREASED
Shares11,082 from 10,858
Change+224 (+2%)
Value$581.8K (-$57.9K)
Filed 2026-10-09
Claro Advisors Inc.
DECREASED
Shares11,051 from 11,272
Change-221 (-2%)
Value$580.2K (-$84.0K)
Filed 2026-11-02
Vise Technologies, Inc.
INCREASED
Shares11,012 from 9,866
Change+1,146 (+12%)
Value$578.2K (-$3.1K)
Filed 2026-10-29
Exchange Bank
INCREASED
Shares10,980 from 10,894
Change+86 (+1%)
Value$576.5K (-$65.4K)
Filed 2026-10-07
Pinnacle Associates LTD
DECREASED
Shares10,656 from 11,081
Change-425 (-4%)
Value$559.5K (-$93.5K)
Filed 2026-10-20
AlphaCore Capital LLC
DECREASED
Shares10,536 from 10,961
Change-425 (-4%)
Value$553.1K (-$93.8K)
Filed 2026-11-04
CrossGen Wealth, LLC
INCREASED
Shares10,314 from 10,306
Change+8 (+0%)
Value$541.5K (-$65.7K)
Filed 2026-10-30
Diversified Enterprises, LLC
INCREASED
Shares10,300 from 10,296
Change+4 (+0%)
Value$540.8K (-$65.9K)
Filed 2026-10-19
Investment Partners Asset Management, Inc.
DECREASED
Shares10,093 from 10,182
Change-89 (-1%)
Value$529.9K (-$70.0K)
Filed 2026-10-09
Trilogy Capital Inc.
INCREASED
Shares9,973 from 9,849
Change+124 (+1%)
Value$523.6K (-$56.7K)
Filed 2026-10-20
Mechanics Bank Trust Department
DECREASED
Shares9,804 from 9,833
Change-29 (0%)
Value$514.7K (-$64.7K)
Filed 2026-10-13
Richardson Capital Management LLC
INCREASED
Shares9,798 from 8,486
Change+1,312 (+15%)
Value$514.4K (+$14.4K)
Filed 2026-10-23
Journey Advisory Group, LLC
DECREASED
Shares9,690 from 9,876
Change-186 (-2%)
Value$508.7K (-$73.2K)
Filed 2026-11-04
Pinnacle Wealth Management Group, Inc.
UNCHANGED
Shares9,580 from 9,580
Change0 (0%)
Value$503.0K (-$61.5K)
Filed 2026-10-15
Integrity Advisory Solutions, LLC
INCREASED
Shares9,504 from 9,171
Change+333 (+4%)
Value$499.0K (-$41.4K)
Filed 2026-10-29
Avantax Planning Partners, Inc.
INCREASED
Shares9,342 from 8,401
Change+941 (+11%)
Value$490.5K (-$4.5K)
Filed 2026-11-03
Stone Wealth Partners
INCREASED
Shares9,335 from 5,157
Change+4,178 (+81%)
Value$492.0K (+$188.1K)
Filed 2026-11-05
Elm3 Financial Group, LLC
DECREASED
Shares9,301 from 9,727
Change-426 (-4%)
Value$488.3K (-$84.8K)
Filed 2026-10-07
Connecticut Capital Management Group, LLC
INCREASED
Shares9,275 from 5,891
Change+3,384 (+57%)
Value$487.0K (+$139.8K)
Filed 2026-10-29
Simplex Trading, LLC
DECREASED
Shares9,060 from 10,904
Change-1,844 (-17%)
Value$475.7K (-$166.8K)
Filed 2026-11-04
Blue Trust, Inc.
INCREASED
Shares8,905 from 8,574
Change+331 (+4%)
Value$467.5K (-$37.7K)
Filed 2026-10-15
B. Riley Wealth Advisors, Inc.
INCREASED
Shares8,833 from 8,775
Change+58 (+1%)
Value$463.7K (-$50.5K)
Filed 2026-10-13
Great Diamond Partners, LLC
DECREASED
Shares8,539 from 9,876
Change-1,337 (-14%)
Value$448.3K (-$133.6K)
Filed 2026-10-13
Ashton Thomas Private Wealth, LLC
INCREASED
Shares8,390 from 6,508
Change+1,882 (+29%)
Value$440.5K (+$57.0K)
Filed 2026-11-03
Flagstar Securities, Inc
INCREASED
Shares8,357 from 8,343
Change+14 (+0%)
Value$438.8K (-$53.7K)
Filed 2026-10-15
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares8,320 from 8,115
Change+205 (+3%)
Value$436.8K (-$41.3K)
Filed 2026-10-13
Mission Wealth Management, LP
DECREASED
Shares8,314 from 16,099
Change-7,785 (-48%)
Value$436.5K (-$512.1K)
Filed 2026-10-15
Purus Wealth Management, LLC
INCREASED
Shares8,298 from 8,297
Change+1 (+0%)
Value$435.6K (-$53.2K)
Filed 2026-10-15
Integras Partners LLC
INCREASED
Shares8,269 from 6,889
Change+1,380 (+20%)
Value$434.1K (+$28.2K)
Filed 2026-10-30
Davenport & Co LLC
INCREASED
Shares8,177 from 5,947
Change+2,230 (+38%)
Value$429.3K (+$78.9K)
Filed 2026-10-14
Eagle Wealth Strategies LLC
INCREASED
Shares7,920 from 7,835
Change+85 (+1%)
Value$415.8K (-$45.8K)
Filed 2026-10-20
GSG Advisors LLC
INCREASED
Shares7,823 from 7,809
Change+14 (+0%)
Value$410.7K (-$49.4K)
Filed 2026-11-03
Cascade Investment Group, Inc.
INCREASED
Shares7,821 from 7,820
Change+1 (+0%)
Value$410.6K (-$50.2K)
Filed 2026-10-13
Total Clarity Wealth Management, Inc.
DECREASED
Shares7,800 from 7,930
Change-130 (-2%)
Value$409.5K (-$57.7K)
Filed 2026-10-26
Mezzasalma Advisors, LLC
DECREASED
Shares7,774 from 25,992
Change-18,218 (-70%)
Value$408.1K (-$1.1M)
Filed 2026-10-14
Simon Quick Advisors, LLC
INCREASED
Shares7,656 from 4,470
Change+3,186 (+71%)
Value$401.9K (+$138.6K)
Filed 2026-10-26
Clark Asset Management, LLC
UNCHANGED
Shares7,640 from 7,640
Change0 (0%)
Value$401.1K (-$49.0K)
Filed 2026-10-19
SeaCrest Wealth Management, LLC
INCREASED
Shares7,587 from 7,584
Change+3 (+0%)
Value$398.3K (-$48.6K)
Filed 2026-10-21
ProCore Advisors, LLC
INCREASED
Shares7,540 from 7,080
Change+460 (+7%)
Value$395.9K (-$21.3K)
Filed 2026-10-14
Strategic Advisors LLC
UNCHANGED
Shares7,526 from 7,526
Change0 (0%)
Value$395.1K (-$48.3K)
Filed 2026-10-13
Global Financial Private Client, LLC
UNCHANGED
Shares7,500 from 7,500
Change0 (0%)
Value$393.8K (-$48.2K)
Filed 2026-10-15
Valley National Advisers Inc
UNCHANGED
Shares7,367 from 7,367
Change0 (0%)
Value$386.8K (-$47.3K)
Filed 2026-10-23
Altus Wealth Group LLC
UNCHANGED
Shares7,350 from 7,350
Change0 (0%)
Value$385.9K (-$47.2K)
Filed 2026-10-20
SeaBridge Investment Advisors LLC
NEW
Shares7,083
Change+7,083
Value$371.9K
Filed 2026-11-02
Endowment Wealth Management, Inc.
INCREASED
Shares6,943 from 5,875
Change+1,068 (+18%)
Value$364.5K (+$18.4K)
Filed 2026-11-03
Brandywine OAK Private Wealth LLC
UNCHANGED
Shares6,812 from 6,812
Change0 (0%)
Value$357.6K (-$43.7K)
Filed 2026-10-23
Archford Capital Strategies, LLC
INCREASED
Shares6,798 from 6,698
Change+100 (+1%)
Value$356.9K (-$37.8K)
Filed 2026-10-19
City Center Advisors, LLC
INCREASED
Shares6,759 from 5,304
Change+1,455 (+27%)
Value$354.8K (+$42.3K)
Filed 2026-10-08
Private Client Services, LLC
INCREASED
Shares6,669 from 5,082
Change+1,587 (+31%)
Value$350.1K (+$50.7K)
Filed 2026-10-02
Advisors Management Group Inc
DECREASED
Shares6,653 from 6,769
Change-116 (-2%)
Value$349.0K (-$49.0K)
Filed 2026-11-05
Stableford Capital II LLC
DECREASED
Shares6,638 from 10,370
Change-3,732 (-36%)
Value$348.5K (-$262.5K)
Filed 2026-10-09
Embree Financial Group
INCREASED
Shares6,620 from 6,224
Change+396 (+6%)
Value$347.5K (-$19.2K)
Filed 2026-10-22
Harbor Asset Planning, Inc.
INCREASED
Shares6,609 from 6,596
Change+13 (+0%)
Value$346.9K (-$41.8K)
Filed 2026-10-23
First Business Financial Services, Inc.
UNCHANGED
Shares6,591 from 6,591
Change0 (0%)
Value$346.0K (-$42.3K)
Filed 2026-10-29
Apollon Financial, LLC
DECREASED
Shares6,499 from 6,504
Change-5 (0%)
Value$341.2K (-$42.0K)
Filed 2026-10-23
Fairscale Capital, LLC
UNCHANGED
Shares6,365 from 6,365
Change0 (0%)
Value$340.7K (-$35.0K)
Filed 2026-11-04
Asset One Wealth Management LLC
DECREASED
Shares6,330 from 6,776
Change-446 (-7%)
Value$332.3K (-$51.5K)
Filed 2026-11-02
Heritage Wealth Management, Inc.
UNCHANGED
Shares6,243 from 6,243
Change0 (0%)
Value$327.8K (-$40.1K)
Filed 2026-10-28
Instrumental Wealth, LLC
INCREASED
Shares6,230 from 6,021
Change+209 (+3%)
Value$327.1K (-$27.7K)
Filed 2026-10-20
Madden Securities Corp
UNCHANGED
Shares6,150 from 6,150
Change0 (0%)
Value$322.9K (-$39.5K)
Filed 2026-10-27
Envision Financial LLC
NEW
Shares6,119
Change+6,119
Value$321.2K
Filed 2026-10-15
Avondale Wealth Management
DECREASED
Shares6,088 from 7,088
Change-1,000 (-14%)
Value$319.6K (-$98.0K)
Filed 2026-10-15
Capstone Wealth Management Group, Inc.
INCREASED
Shares6,074 from 5,539
Change+535 (+10%)
Value$318.9K (-$7.5K)
Filed 2026-10-19
Ryan Investment Management, Inc.
NEW
Shares6,037
Change+6,037
Value$316.9K
Filed 2026-10-20
First Citizens Bank & Trust Co
NEW
Shares5,976
Change+5,976
Value$313.7K
Filed 2026-10-14
Lynx Investment Advisory
INCREASED
Shares5,970 from 5,213
Change+757 (+15%)
Value$313.4K (+$6.3K)
Filed 2026-10-27
Associated Banc-Corp
DECREASED
Shares5,652 from 5,802
Change-150 (-3%)
Value$296.7K (-$45.1K)
Filed 2026-10-30
Global View Capital Management LLC
DECREASED
Shares5,636 from 13,267
Change-7,631 (-58%)
Value$295.9K (-$485.8K)
Filed 2026-10-28
Unique Wealth Strategies, LLC
UNCHANGED
Shares5,609 from 5,609
Change0 (0%)
Value$330.5K ($0)
Filed 2026-10-13
Mesirow Financial Investment Management, Inc.
INCREASED
Shares5,563 from 5,556
Change+7 (+0%)
Value$292.1K (-$35.3K)
Filed 2026-11-05
Helium Advisors LLC
INCREASED
Shares5,534 from 4,875
Change+659 (+14%)
Value$290.5K (+$3.3K)
Filed 2026-10-23
Tull Financial Group, Inc.
NEW
Shares5,513
Change+5,513
Value$289.4K
Filed 2026-11-05
Aurora Private Wealth, Inc.
DECREASED
Shares5,435 from 5,527
Change-92 (-2%)
Value$285.0K (-$41.0K)
Filed 2026-10-20
Eley Financial Management, Inc
DECREASED
Shares5,350 from 5,355
Change-5 (0%)
Value$280.9K (-$34.6K)
Filed 2026-11-03
Compound Planning, Inc.
DECREASED
Shares5,293 from 7,854
Change-2,561 (-33%)
Value$277.9K (-$184.9K)
Filed 2026-11-05
Wealthcare Capital Management LLC
INCREASED
Shares5,143 from 4,407
Change+736 (+17%)
Value$270.0K (+$10.3K)
Filed 2026-10-21
IMG Wealth Management, Inc.
DECREASED
Shares5,141 from 5,337
Change-196 (-4%)
Value$269.9K (-$44.6K)
Filed 2026-10-27
Cardinal Point Capital Management ULC
INCREASED
Shares5,120 from 4,877
Change+243 (+5%)
Value$268.8K (-$18.9K)
Filed 2026-10-21
Old National Bancorp
INCREASED
Shares5,098 from 3,488
Change+1,610 (+46%)
Value$267.6K (+$62.1K)
Filed 2026-10-20
Silvia Mccoll Wealth Management, LLC
INCREASED
Shares5,092 from 5,084
Change+8 (+0%)
Value$267.3K (-$32.2K)
Filed 2026-10-07
Elevated Capital Advisors, LLC
INCREASED
Shares5,064 from 5,056
Change+8 (+0%)
Value$265.8K (-$32.1K)
Filed 2026-11-04
Creekside Partners
UNCHANGED
Shares5,015 from 5,015
Change0 (0%)
Value$263.3K (-$32.2K)
Filed 2026-11-04
Apeiron RIA LLC
NEW
Shares4,800
Change+4,800
Value$254.6K
Filed 2026-10-08
Busey Bank
NEW
Shares4,796
Change+4,796
Value$251.8K
Filed 2026-10-26
Valeo Financial Advisors, LLC
INCREASED
Shares4,794 from 3,794
Change+1,000 (+26%)
Value$251.7K (+$28.1K)
Filed 2026-10-08
Chicago Capital, LLC
UNCHANGED
Shares4,776 from 4,776
Change0 (0%)
Value$250.7K (-$30.7K)
Filed 2026-10-13
Register Financial Advisors LLC
DECREASED
Shares4,773 from 4,907
Change-134 (-3%)
Value$250.6K (-$38.6K)
Filed 2026-10-23
Mather Group, Llc.
INCREASED
Shares4,600 from 758
Change+3,842 (+507%)
Value$241.5K (+$196.8K)
Filed 2026-10-14
Beacon Capital Management, LLC
INCREASED
Shares4,557 from 4,521
Change+36 (+1%)
Value$239.2K (-$27.2K)
Filed 2026-10-23
Means Investment Co., Inc.
INCREASED
Shares4,541 from 4,539
Change+2 (+0%)
Value$238.4K (-$29.1K)
Filed 2026-11-03
Modera Wealth Management, LLC
NEW
Shares4,510
Change+4,510
Value$236.8K
Filed 2026-10-28
Black Diamond Financial, LLC
INCREASED
Shares4,490 from 4,483
Change+7 (+0%)
Value$235.7K (-$28.4K)
Filed 2026-10-26
Kraft, Davis & Associates, LLC
UNCHANGED
Shares4,424 from 4,424
Change0 (0%)
Value$233.9K (-$13.5K)
Filed 2026-10-21
Trust Point Inc.
UNCHANGED
Shares4,420 from 4,420
Change0 (0%)
Value$232.1K (-$28.4K)
Filed 2026-10-27
Foguth Wealth Management, Llc.
DECREASED
Shares4,399 from 6,678
Change-2,279 (-34%)
Value$232.2K (-$139.8K)
Filed 2026-10-19
Capital Investment Advisory Services, LLC
INCREASED
Shares4,343 from 4,303
Change+40 (+1%)
Value$228.0K (-$25.5K)
Filed 2026-10-30
Arista Wealth Management, LLC
UNCHANGED
Shares4,330 from 4,330
Change0 (0%)
Value$227.3K (-$27.8K)
Filed 2026-10-29
NWF Advisory Services Inc.
INCREASED
Shares4,240 from 4,169
Change+71 (+2%)
Value$222.6K (-$23.0K)
Filed 2026-10-19
Sagespring Wealth Partners, LLC
NEW
Shares4,194
Change+4,194
Value$220.2K
Filed 2026-10-22
GK Wealth Management LLC
DECREASED
Shares4,173 from 4,836
Change-663 (-14%)
Value$219.1K (-$65.8K)
Filed 2026-10-09
Joseph P. Lucia & Associates, LLC
UNCHANGED
Shares4,155 from 4,155
Change0 (0%)
Value$218.1K (-$27.1K)
Filed 2026-10-30
Kuhn & Co Investment Counsel
NEW
Shares4,134
Change+4,134
Value$217.0K
Filed 2026-10-29
Signature Equity Partners, LLC
INCREASED
Shares4,124 from 1,156
Change+2,968 (+257%)
Value$216.5K (+$148.4K)
Filed 2026-10-29
Lakewood Asset Management LLC
UNCHANGED
Shares4,027 from 4,027
Change0 (0%)
Value$211.4K (-$25.9K)
Filed 2026-10-26
Integrity Alliance, Llc.
NEW
Shares4,001
Change+4,001
Value$210.1K
Filed 2026-10-29
Ameliora Wealth Management Ltd.
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$209.8K (-$25.7K)
Filed 2026-10-23
Gamma Investing LLC
INCREASED
Shares3,992 from 1,692
Change+2,300 (+136%)
Value$209.6K (+$109.9K)
Filed 2026-10-08
Csenge Advisory Group
DECREASED
Shares3,925 from 4,607
Change-682 (-15%)
Value$206.0K (-$65.4K)
Filed 2026-11-04
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
NEW
Shares3,916
Change+3,916
Value$205.6K
Filed 2026-10-27
First National Trust Co
UNCHANGED
Shares3,829 from 3,829
Change0 (0%)
Value$201.0K (-$24.6K)
Filed 2026-10-28
Security National Bank
UNCHANGED
Shares3,790 from 3,790
Change0 (0%)
Value$199.0K (-$24.3K)
Filed 2026-10-26
Blue Bell Private Wealth Management, LLC
INCREASED
Shares3,590 from 2,290
Change+1,300 (+57%)
Value$188.5K (+$53.5K)
Filed 2026-10-29
Creative Financial Designs Inc
DECREASED
Shares2,882 from 4,363
Change-1,481 (-34%)
Value$151.3K (-$105.8K)
Filed 2026-11-04
Realta Investment Advisors
INCREASED
Shares2,595 from 1,270
Change+1,325 (+104%)
Value$136.2K (+$61.4K)
Filed 2026-10-14
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares2,450 from 2,450
Change0 (0%)
Value$128.6K (-$15.7K)
Filed 2026-10-15
Concord Wealth Partners
DECREASED
Shares2,443 from 2,618
Change-175 (-7%)
Value$128.3K (-$26.0K)
Filed 2026-11-02
Evolution Wealth Management Inc.
DECREASED
Shares2,443 from 2,468
Change-25 (-1%)
Value$128.3K (-$17.2K)
Filed 2026-10-28
Westside Investment Management, Inc.
UNCHANGED
Shares2,205 from 2,205
Change0 (0%)
Value$115.8K (-$14.2K)
Filed 2026-11-02
Allspring Global Investments Holdings, LLC
DECREASED
Shares2,082 from 3,926
Change-1,844 (-47%)
Value$112.1K (-$112.5K)
Filed 2026-11-04
Tsfg, LLC
DECREASED
Shares2,041 from 2,052
Change-11 (-1%)
Value$107.0K (-$14.0K)
Filed 2026-10-23
Reicon Wealth Advisors, LLC
INCREASED
Shares2,035 from 1,950
Change+85 (+4%)
Value$106.8K (-$8.1K)
Filed 2026-11-04
Markowski Investments
INCREASED
Shares2,000 from 1,750
Change+250 (+14%)
Value$105.0K (+$1.9K)
Filed 2026-10-30
Triumph Capital Management
DECREASED
Shares1,945 from 2,244
Change-299 (-13%)
Value$102.1K (-$30.1K)
Filed 2026-10-14
Flagship Wealth Advisors, LLC
DECREASED
Shares1,888 from 2,545
Change-657 (-26%)
Value$99.1K (-$50.8K)
Filed 2026-11-03
Farmers & Merchants Investments Inc
UNCHANGED
Shares1,884 from 1,884
Change0 (0%)
Value$98.9K (-$12.1K)
Filed 2026-10-22
SBI Securities Co., Ltd.
DECREASED
Shares1,639 from 1,874
Change-235 (-13%)
Value$86.0K (-$24.4K)
Filed 2026-10-22
Trust Co of Vermont
UNCHANGED
Shares1,617 from 1,617
Change0 (0%)
Value$84.9K (-$10.4K)
Filed 2026-10-21
First United Bank & Trust
UNCHANGED
Shares1,565 from 1,565
Change0 (0%)
Value$82.2K (-$10.0K)
Filed 2026-10-22
Jnba Financial Advisors
INCREASED
Shares1,268 from 1,098
Change+170 (+15%)
Value$66.6K (+$1.9K)
Filed 2026-11-03
Trust Co of Toledo NA
UNCHANGED
Shares1,221 from 1,221
Change0 (0%)
Value$64.1K (-$7.8K)
Filed 2026-10-16
Elevation Wealth Partners, LLC
INCREASED
Shares1,207 from 1,205
Change+2 (+0%)
Value$63.4K (-$7.6K)
Filed 2026-10-07
Key FInancial Inc
INCREASED
Shares1,190 from 891
Change+299 (+34%)
Value$62.5K (+$10.0K)
Filed 2026-11-02
Larson Financial Group LLC
INCREASED
Shares1,039 from 588
Change+451 (+77%)
Value$54.6K (+$19.9K)
Filed 2026-11-05
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares1,007 from 1,007
Change0 (0%)
Value$52.9K (-$6.5K)
Filed 2026-10-26
Parkside Financial Bank & Trust
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$52.5K (-$6.4K)
Filed 2026-10-27
Axiom Investment Management LLC
DECREASED
Shares991 from 1,056
Change-65 (-6%)
Value$52.0K (-$10.2K)
Filed 2026-11-03
Main Street Group, LTD
UNCHANGED
Shares984 from 984
Change0 (0%)
Value$51.7K (-$6.3K)
Filed 2026-10-28
Activest Wealth Management
UNCHANGED
Shares951 from 951
Change0 (0%)
Value$49.9K (-$6.1K)
Filed 2026-10-15
Bank of New Hampshire
INCREASED
Shares936 from 800
Change+136 (+17%)
Value$49.1K (+$2.0K)
Filed 2026-10-06
Global Trust Asset Management, LLC
DECREASED
Shares925 from 1,600
Change-675 (-42%)
Value$48.6K (-$45.7K)
Filed 2026-10-19
Golden State Wealth Management, LLC
DECREASED
Shares848 from 1,290
Change-442 (-34%)
Value$44.6K (-$31.5K)
Filed 2026-11-02
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$42.0K (-$5.1K)
Filed 2026-10-23
Bayban
UNCHANGED
Shares787 from 787
Change0 (0%)
Value$46.4K ($0)
Filed 2026-11-05
Hanson & Doremus Investment Management
INCREASED
Shares782 from 537
Change+245 (+46%)
Value$41.0K (+$41.0K)
Filed 2026-10-16
Sunrise Financial Services, LLC
UNCHANGED
Shares759 from 759
Change0 (0%)
Value$39.8K (-$4.9K)
Filed 2026-10-21
NBH Bank
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$39.4K (-$4.8K)
Filed 2026-11-05
Salomon & Ludwin, LLC
UNCHANGED
Shares744 from 744
Change0 (0%)
Value$39.1K (-$3.9K)
Filed 2026-10-29
Rydar Equities, Inc.
NEW
Shares732
Change+732
Value$39.0K
Filed 2026-10-13
Kingdom Financial Group Llc.
NEW
Shares722
Change+722
Value$37.9K
Filed 2026-11-04
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares717 from 717
Change0 (0%)
Value$37.6K (-$4.6K)
Filed 2026-10-27
Latitude Advisors, LLC
NEW
Shares701
Change+701
Value$36.8K
Filed 2026-10-27
Archer Investment Corp
UNCHANGED
Shares693 from 693
Change0 (0%)
Value$36.4K (-$4.4K)
Filed 2026-11-05
Cape Investment Advisory, Inc.
DECREASED
Shares682 from 707
Change-25 (-4%)
Value$35.8K (-$5.9K)
Filed 2026-10-13
Hurley Capital, LLC
INCREASED
Shares619 from 618
Change+1 (+0%)
Value$32.5K (-$3.9K)
Filed 2026-11-05
Caldwell Trust Co
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$31.5K (-$3.9K)
Filed 2026-10-30
Root Financial Partners, LLC
NEW
Shares515
Change+515
Value$27.0K
Filed 2026-10-21
Nfsg Corp
UNCHANGED
Shares486 from 486
Change0 (0%)
Value$25.5K (-$3.1K)
Filed 2026-10-15
Compass Financial Management LLC
UNCHANGED
Shares472 from 472
Change0 (0%)
Value$24.8K (-$2.9K)
Filed 2026-10-30
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares470 from 470
Change0 (0%)
Value$24.7K (-$3.0K)
Filed 2026-10-13
SJS Investment Consulting Inc.
UNCHANGED
Shares466 from 466
Change0 (0%)
Value$24.5K (-$3.0K)
Filed 2026-10-26
Chilton Capital Management LLC
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$23.6K (-$2.9K)
Filed 2026-10-28
Pacific Center for Financial Services
INCREASED
Shares449 from 448
Change+1 (+0%)
Value$23.6K (-$2.8K)
Filed 2026-10-15
Balance Wealth Partners LLC
NEW
Shares407
Change+407
Value$21.3K
Filed 2026-10-27
Yankcom Partnership
INCREASED
Shares374 from 226
Change+148 (+65%)
Value$19.6K (+$6.3K)
Filed 2026-10-15
Comprehensive Financial Planning, Inc.
INCREASED
Shares359 from 348
Change+11 (+3%)
Value$18.9K (-$1.6K)
Filed 2026-10-27
Monetary Solutions, Ltd
UNCHANGED
Shares357 from 357
Change0 (0%)
Value$18.7K (-$2.3K)
Filed 2026-10-22
Asset Dedication, LLC
INCREASED
Shares346 from 203
Change+143 (+70%)
Value$18.2K (+$6.2K)
Filed 2026-11-03
DeDora Capital, Inc.
NEW
Shares314
Change+314
Value$16.5K
Filed 2026-10-26
Arlington Trust Co LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$13.1K (-$1.6K)
Filed 2026-10-20
Silver Grove Financial Group, Inc.
INCREASED
Shares249 from 120
Change+129 (+108%)
Value$13.1K (+$6.0K)
Filed 2026-11-05
Signaturefd, LLC
UNCHANGED
Shares235 from 235
Change0 (0%)
Value$12.4K (-$1.5K)
Filed 2026-10-23
Acumen Wealth Advisors, LLC
UNCHANGED
Shares227 from 227
Change0 (0%)
Value$11.9K (-$1.5K)
Filed 2026-11-05
Birchbrook, Inc.
UNCHANGED
Shares215 from 215
Change0 (0%)
Value$11.3K (-$1.4K)
Filed 2026-10-14
Nova Financial LLC
NEW
Shares213
Change+213
Value$11.2K
Filed 2026-11-04
DecisionPoint Financial, LLC
UNCHANGED
Shares206 from 206
Change0 (0%)
Value$10.9K (-$957)
Filed 2026-10-27
Pinnacle Bancorp, Inc.
UNCHANGED
Shares203 from 203
Change0 (0%)
Value$10.7K (-$1.3K)
Filed 2026-10-21
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$10.5K (-$1.3K)
Filed 2026-11-02
Accordant Advisory Group Inc
UNCHANGED
Shares199 from 199
Change0 (0%)
Value$10.4K (-$1.3K)
Filed 2026-10-29
Nemes Rush Group LLC
UNCHANGED
Shares182 from 182
Change0 (0%)
Value$9.6K (-$1.1K)
Filed 2026-11-04
Gilpin Wealth Management, LLC
DECREASED
Shares162 from 262
Change-100 (-38%)
Value$8.5K (-$6.9K)
Filed 2026-10-09
RMG Wealth Management LLC
UNCHANGED
Shares155 from 155
Change0 (0%)
Value$8.0K (-$1.0K)
Filed 2026-10-26
Byrne Asset Management LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$8.0K (-$868)
Filed 2026-10-06
CoreCap Advisors, LLC
DECREASED
Shares144 from 248
Change-104 (-42%)
Value$7.6K (-$7.0K)
Filed 2026-10-08
Avion Wealth
UNCHANGED
Shares144 from 144
Change0 (0%)
Value$7 (-$1)
Filed 2026-11-04
Rossby Financial, LCC
INCREASED
Shares138 from 68
Change+70 (+103%)
Value$7.2K (+$3.2K)
Filed 2026-11-05
Armstrong Advisory Group, Inc
INCREASED
Shares114 from 95
Change+19 (+20%)
Value$6.0K (+$387)
Filed 2026-10-09
Clayton Financial Group LLC
NEW
Shares92
Change+92
Value$4.8K
Filed 2026-10-13
Hilton Head Capital Partners, LLC
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$4.6K (-$565)
Filed 2026-10-23
High Note Wealth, LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$4.2K (-$514)
Filed 2026-10-27
Aspect Partners, LLC
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$4.0K (-$488)
Filed 2026-10-20
Ascentis Wealth Management, LLC
NEW
Shares72
Change+72
Value$3.8K
Filed 2026-11-03
Barrett & Company, Inc.
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$3.3K (-$404)
Filed 2026-10-22
Olistico Wealth, LLC
NEW
Shares53
Change+53
Value$2.8K
Filed 2026-10-05
Financial Consulate, Inc
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$2.8K (-$340)
Filed 2026-10-23
Pflug Koory, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$2.6K (-$321)
Filed 2026-10-26
Provenance Wealth Advisors, LLC
NEW
Shares48
Change+48
Value$2.5K
Filed 2026-10-30
Plante Moran Financial Advisors, LLC
NEW
Shares47
Change+47
Value$2.5K
Filed 2026-11-04
Duncker Streett & Co Inc
INCREASED
Shares46 from 43
Change+3 (+7%)
Value$2.4K (-$119)
Filed 2026-10-27
American National Bank & Trust
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$2.3K (-$282)
Filed 2026-10-07
Toth Financial Advisory Corp
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$1.6K (-$193)
Filed 2026-10-08
Abound Wealth Management
NEW
Shares29
Change+29
Value$1.5K
Filed 2026-10-26
TFC Financial Management, Inc.
NEW
Shares23
Change+23
Value$1.2K
Filed 2026-10-26
Evermay Wealth Management LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$1.2K (-$148)
Filed 2026-11-05
Biltmore Family Office, LLC
NEW
Shares22
Change+22
Value$1.2K
Filed 2026-11-03
Newton One Investments LLC
NEW
Shares19
Change+19
Value$998
Filed 2026-10-14
Mechanics Financial Corp
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$788 (-$96)
Filed 2026-11-05
Signature Resources Capital Management, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$420 (-$51)
Filed 2026-10-16
Rakuten Securities, Inc.
NEW
Shares7
Change+7
Value$368
Filed 2026-11-02
Beacon Capital Management, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$42 (-$5)
Filed 2026-10-13
Verity Asset Management, Inc.
CLOSED
Shares0 from 40,492
Change-40,492 (-100%)
Value$0 (-$2.4M)
Filed 2026-10-30
Lifestyle Asset Management, Inc.
CLOSED
Shares0 from 16,274
Change-16,274 (-100%)
Value$0 (-$958.9K)
Filed 2026-10-20
GFS Advisors, LLC
CLOSED
Shares0 from 13,960
Change-13,960 (-100%)
Value$0 (-$123.7K)
Filed 2026-11-03
Blue Jean Financial LLC
CLOSED
Shares0 from 13,399
Change-13,399 (-100%)
Value$0 (-$789.5K)
Filed 2026-10-20
Sanchez Gaunt Capital Management, LLC
CLOSED
Shares0 from 12,397
Change-12,397 (-100%)
Value$0 (-$730.4K)
Filed 2026-11-03
Primoris Wealth Advisors, LLC
CLOSED
Shares0 from 12,000
Change-12,000 (-100%)
Value$0 (-$707.0K)
Filed 2026-10-28
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 11,125
Change-11,125 (-100%)
Value$0 (-$655.5K)
Filed 2026-11-03
South Shore Capital Advisors
CLOSED
Shares0 from 8,000
Change-8,000 (-100%)
Value$0 (-$471.4K)
Filed 2026-10-20
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 5,269
Change-5,269 (-100%)
Value$0 (-$310.4K)
Filed 2026-10-16
Ameraudi Asset Management, Inc.
CLOSED
Shares0 from 4,278
Change-4,278 (-100%)
Value$0 (-$252.1K)
Filed 2026-11-05
DSG Capital Advisors, LLC
CLOSED
Shares0 from 3,838
Change-3,838 (-100%)
Value$0 (-$217.7K)
Filed 2026-11-05
Beacon Hill Wealth Management Ltd.
CLOSED
Shares0 from 3,800
Change-3,800 (-100%)
Value$0 (-$223.9K)
Filed 2026-10-21
Garde Capital, Inc.
CLOSED
Shares0 from 3,800
Change-3,800 (-100%)
Value$0 (-$223.9K)
Filed 2026-10-29
Midland Wealth Advisors, LLC
CLOSED
Shares0 from 3,782
Change-3,782 (-100%)
Value$0 (-$222.8K)
Filed 2026-10-26
Parkway Wealth Management Group, LLC
CLOSED
Shares0 from 3,715
Change-3,715 (-100%)
Value$0 (-$218.9K)
Filed 2026-10-20
Premier Path Wealth Partners, LLC
CLOSED
Shares0 from 3,712
Change-3,712 (-100%)
Value$0 (-$218.7K)
Filed 2026-10-16
Uptick Partners, LLC
CLOSED
Shares0 from 3,700
Change-3,700 (-100%)
Value$0 (-$218.0K)
Filed 2026-11-04
Balboa Wealth Partners
CLOSED
Shares0 from 3,665
Change-3,665 (-100%)
Value$0 (-$215.9K)
Filed 2026-10-20
Sentinel Pension Advisors, LLC
CLOSED
Shares0 from 3,657
Change-3,657 (-100%)
Value$0 (-$205.9K)
Filed 2026-11-02
Peoples Bank
CLOSED
Shares0 from 3,655
Change-3,655 (-100%)
Value$0 (-$215.4K)
Filed 2026-10-09
Griffin Asset Management, Inc.
CLOSED
Shares0 from 3,639
Change-3,639 (-100%)
Value$0 (-$214.4K)
Filed 2026-10-22
Merkkuri Wealth Advisors LLC
CLOSED
Shares0 from 3,625
Change-3,625 (-100%)
Value$0 (-$213.6K)
Filed 2026-11-03
Ramsay, Stattman, Vela & Price, Inc.
CLOSED
Shares0 from 3,620
Change-3,620 (-100%)
Value$0 (-$213.3K)
Filed 2026-10-19
Sierra Ocean, LLC
CLOSED
Shares0 from 3,510
Change-3,510 (-100%)
Value$0 (-$206.8K)
Filed 2026-11-03
Plan Group Financial, LLC
CLOSED
Shares0 from 3,488
Change-3,488 (-100%)
Value$0 (-$205.5K)
Filed 2026-10-22
Lewis Asset Management, LLC
CLOSED
Shares0 from 3,475
Change-3,475 (-100%)
Value$0 (-$204.7K)
Filed 2026-10-14
Summit Wealth Group LLC / Co
CLOSED
Shares0 from 3,403
Change-3,403 (-100%)
Value$0 (-$200.5K)
Filed 2026-10-29
IPG Investment Advisors LLC
CLOSED
Shares0 from 3,397
Change-3,397 (-100%)
Value$0 (-$200.5K)
Filed 2026-10-30
AdvisorNet Financial, Inc
CLOSED
Shares0 from 2,250
Change-2,250 (-100%)
Value$0 (-$132.6K)
Filed 2026-10-15
Solstein Capital, LLC
CLOSED
Shares0 from 1,005
Change-1,005 (-100%)
Value$0 (-$59.2K)
Filed 2026-11-02
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 776
Change-776 (-100%)
Value$0 (-$45.7K)
Filed 2026-10-26
NBT Bank, N.A.
CLOSED
Shares0 from 570
Change-570 (-100%)
Value$0 (-$33.6K)
Filed 2026-10-21
MCF Advisors LLC
CLOSED
Shares0 from 420
Change-420 (-100%)
Value$0 (-$24.8K)
Filed 2026-10-28
Gen-Wealth Partners Inc
CLOSED
Shares0 from 271
Change-271 (-100%)
Value$0 (-$16.0K)
Filed 2026-11-04
Cornerstone Planning Group LLC
CLOSED
Shares0 from 206
Change-206 (-100%)
Value$0 (-$11.7K)
Filed 2026-10-16
Highline Wealth Partners LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$11.8K)
Filed 2026-10-19
Salem Investment Counselors Inc
CLOSED
Shares0 from 189
Change-189 (-100%)
Value$0 (-$11.2K)
Filed 2026-10-13
Farmers & Merchants Trust Co of Chambersburg PA
CLOSED
Shares0 from 140
Change-140 (-100%)
Value$0 (-$8)
Filed 2026-10-14
Cassaday & Co Wealth Management LLC
CLOSED
Shares0 from 119
Change-119 (-100%)
Value$0 (-$7.0K)
Filed 2026-10-27
LifeSteps Financial, Inc.
CLOSED
Shares0 from 70
Change-70 (-100%)
Value$0 (-$4.1K)
Filed 2026-10-15
Bank of America Corp
N/A
Shares— from 25,173,381
Change-25,173,381 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 24,488,508
Change-24,488,508 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 11,645,278
Change-11,645,278 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 9,616,218
Change-9,616,218 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 5,089,117
Change-5,089,117 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 4,495,049
Change-4,495,049 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 4,214,610
Change-4,214,610 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,597,436
Change-3,597,436 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 3,061,202
Change-3,061,202 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 2,722,598
Change-2,722,598 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,365,466
Change-2,365,466 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,228,495
Change-2,228,495 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,969,091
Change-1,969,091 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 1,964,140
Change-1,964,140 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 1,871,750
Change-1,871,750 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,861,776
Change-1,861,776 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,856,098
Change-1,856,098 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,699,405
Change-1,699,405 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,406,849
Change-1,406,849 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 904,346
Change-904,346 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 878,989
Change-878,989 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 871,355
Change-871,355 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 844,313
Change-844,313 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 782,638
Change-782,638 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 743,811
Change-743,811 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 728,078
Change-728,078 (-100%)
Value—
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A
Shares— from 647,770
Change-647,770 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 621,076
Change-621,076 (-100%)
Value—
Pacific Life Fund Advisors LLC
N/A
Shares— from 594,414
Change-594,414 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 577,813
Change-577,813 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 570,265
Change-570,265 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 501,911
Change-501,911 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 493,294
Change-493,294 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 472,633
Change-472,633 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 470,344
Change-470,344 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 449,071
Change-449,071 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 397,534
Change-397,534 (-100%)
Value—
360 Financial, Inc.
N/A
Shares— from 374,735
Change-374,735 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 320,363
Change-320,363 (-100%)
Value—
Blair William & Co
N/A
Shares— from 316,206
Change-316,206 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 312,551
Change-312,551 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 265,157
Change-265,157 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 246,013
Change-246,013 (-100%)
Value—
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A
Shares— from 229,190
Change-229,190 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 217,871
Change-217,871 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 214,811
Change-214,811 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 210,835
Change-210,835 (-100%)
Value—
Chicago Wealth Management, Inc.
N/A
Shares— from 200,760
Change-200,760 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 199,180
Change-199,180 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 192,783
Change-192,783 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 181,068
Change-181,068 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 167,987
Change-167,987 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 167,112
Change-167,112 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 166,066
Change-166,066 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 164,041
Change-164,041 (-100%)
Value—
&partners
N/A
Shares— from 150,459
Change-150,459 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 147,572
Change-147,572 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 143,226
Change-143,226 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 141,738
Change-141,738 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 135,421
Change-135,421 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 131,020
Change-131,020 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 131,000
Change-131,000 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 129,111
Change-129,111 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 127,441
Change-127,441 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 120,474
Change-120,474 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 119,828
Change-119,828 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 117,147
Change-117,147 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 115,725
Change-115,725 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 114,046
Change-114,046 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 105,470
Change-105,470 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 104,767
Change-104,767 (-100%)
Value—
Provident Co of the Employees of the Hebrew University LTD
N/A
Shares— from 103,955
Change-103,955 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 100,409
Change-100,409 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 99,925
Change-99,925 (-100%)
Value—
PMG Wealth Management, Inc.
N/A
Shares— from 98,567
Change-98,567 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 98,464
Change-98,464 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 93,647
Change-93,647 (-100%)
Value—
FMR LLC
N/A
Shares— from 92,965
Change-92,965 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 91,892
Change-91,892 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 90,821
Change-90,821 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 89,057
Change-89,057 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 87,772
Change-87,772 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 86,536
Change-86,536 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 82,494
Change-82,494 (-100%)
Value—
EFG International AG
N/A
Shares— from 82,000
Change-82,000 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 81,210
Change-81,210 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 80,387
Change-80,387 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 78,726
Change-78,726 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 75,832
Change-75,832 (-100%)
Value—
Alaska Permanent Capital Management, LLC
N/A
Shares— from 73,952
Change-73,952 (-100%)
Value—
Oxford Wealth Group, LLC
N/A
Shares— from 73,639
Change-73,639 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 73,087
Change-73,087 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 72,530
Change-72,530 (-100%)
Value—
Austin Wealth Management, LLC
N/A
Shares— from 71,734
Change-71,734 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 71,536
Change-71,536 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 70,970
Change-70,970 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 70,891
Change-70,891 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 70,524
Change-70,524 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 68,816
Change-68,816 (-100%)
Value—
Private Wealth Advisors, LLC
N/A
Shares— from 68,336
Change-68,336 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 65,521
Change-65,521 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 65,179
Change-65,179 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 64,804
Change-64,804 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 64,173
Change-64,173 (-100%)
Value—
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
N/A
Shares— from 62,840
Change-62,840 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 62,520
Change-62,520 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 62,115
Change-62,115 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 61,621
Change-61,621 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 58,780
Change-58,780 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 57,134
Change-57,134 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 54,670
Change-54,670 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 53,677
Change-53,677 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 53,400
Change-53,400 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 52,983
Change-52,983 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 52,699
Change-52,699 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 52,416
Change-52,416 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 52,412
Change-52,412 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 51,223
Change-51,223 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 49,445
Change-49,445 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 48,946
Change-48,946 (-100%)
Value—
Norris Financial Group, LLC
N/A
Shares— from 47,491
Change-47,491 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 47,127
Change-47,127 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 46,685
Change-46,685 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 46,500
Change-46,500 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 45,515
Change-45,515 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 42,982
Change-42,982 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 42,268
Change-42,268 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 42,102
Change-42,102 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 41,799
Change-41,799 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 41,346
Change-41,346 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 40,879
Change-40,879 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 39,299
Change-39,299 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 38,802
Change-38,802 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 38,299
Change-38,299 (-100%)
Value—
Ciovacco Capital Management LLC
N/A
Shares— from 36,178
Change-36,178 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 35,610
Change-35,610 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 35,503
Change-35,503 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 34,488
Change-34,488 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 32,818
Change-32,818 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 32,091
Change-32,091 (-100%)
Value—
Simmons Bank
N/A
Shares— from 31,572
Change-31,572 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 31,167
Change-31,167 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 30,818
Change-30,818 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 30,548
Change-30,548 (-100%)
Value—
Financial Freedom, LLC
N/A
Shares— from 29,934
Change-29,934 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 29,834
Change-29,834 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 29,288
Change-29,288 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 28,941
Change-28,941 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 28,834
Change-28,834 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 28,442
Change-28,442 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 28,422
Change-28,422 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 27,428
Change-27,428 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 27,426
Change-27,426 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 27,304
Change-27,304 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 27,259
Change-27,259 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 26,392
Change-26,392 (-100%)
Value—
Uniting Wealth Partners, LLC
N/A
Shares— from 26,364
Change-26,364 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 25,711
Change-25,711 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 25,630
Change-25,630 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 25,606
Change-25,606 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 25,565
Change-25,565 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 25,236
Change-25,236 (-100%)
Value—
Invst, LLC
N/A
Shares— from 25,131
Change-25,131 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 24,353
Change-24,353 (-100%)
Value—
Nwam LLC
N/A
Shares— from 23,852
Change-23,852 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 23,767
Change-23,767 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 22,484
Change-22,484 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 22,323
Change-22,323 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 21,996
Change-21,996 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 21,965
Change-21,965 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 21,230
Change-21,230 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 20,878
Change-20,878 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 20,835
Change-20,835 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 20,368
Change-20,368 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 20,174
Change-20,174 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 19,755
Change-19,755 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 19,472
Change-19,472 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 19,386
Change-19,386 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 19,283
Change-19,283 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 18,856
Change-18,856 (-100%)
Value—
Valued Retirements, Inc.
N/A
Shares— from 18,065
Change-18,065 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 17,939
Change-17,939 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 17,847
Change-17,847 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 17,010
Change-17,010 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 16,849
Change-16,849 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 16,392
Change-16,392 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 16,141
Change-16,141 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 15,861
Change-15,861 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 15,812
Change-15,812 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 15,484
Change-15,484 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 15,197
Change-15,197 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 15,179
Change-15,179 (-100%)
Value—
Ascent Advisors, LLC
N/A
Shares— from 15,128
Change-15,128 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 14,914
Change-14,914 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 14,502
Change-14,502 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 14,098
Change-14,098 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 14,037
Change-14,037 (-100%)
Value—
Stephens Inc
N/A
Shares— from 14,002
Change-14,002 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 13,917
Change-13,917 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 13,480
Change-13,480 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 13,189
Change-13,189 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 12,771
Change-12,771 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 12,402
Change-12,402 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 12,138
Change-12,138 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 11,902
Change-11,902 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 11,723
Change-11,723 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 11,712
Change-11,712 (-100%)
Value—
AMJ Financial Wealth Management
N/A
Shares— from 11,636
Change-11,636 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 11,533
Change-11,533 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 11,461
Change-11,461 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 11,417
Change-11,417 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 11,370
Change-11,370 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 11,338
Change-11,338 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 11,279
Change-11,279 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 10,982
Change-10,982 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 10,902
Change-10,902 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 10,761
Change-10,761 (-100%)
Value—
Barometer Capital Management Inc.
N/A
Shares— from 10,600
Change-10,600 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 10,600
Change-10,600 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 10,577
Change-10,577 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 10,332
Change-10,332 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 9,534
Change-9,534 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 9,382
Change-9,382 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 9,378
Change-9,378 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 9,170
Change-9,170 (-100%)
Value—
Werba Rubin Papier Wealth Management
N/A
Shares— from 9,166
Change-9,166 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 9,010
Change-9,010 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 8,988
Change-8,988 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 8,969
Change-8,969 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 8,866
Change-8,866 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 8,350
Change-8,350 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 8,309
Change-8,309 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 8,138
Change-8,138 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 8,054
Change-8,054 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 8,024
Change-8,024 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 7,978
Change-7,978 (-100%)
Value—
OakTrust Wealth Advisors, LLC
N/A
Shares— from 7,895
Change-7,895 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 7,872
Change-7,872 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 7,864
Change-7,864 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 7,843
Change-7,843 (-100%)
Value—
Guardian Capital, LLC
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 7,320
Change-7,320 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 7,275
Change-7,275 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 7,175
Change-7,175 (-100%)
Value—
Port Capital LLC
N/A
Shares— from 7,135
Change-7,135 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 6,992
Change-6,992 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 6,918
Change-6,918 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 6,908
Change-6,908 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 6,789
Change-6,789 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 6,748
Change-6,748 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 6,748
Change-6,748 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 6,500
Change-6,500 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 6,457
Change-6,457 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 6,438
Change-6,438 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 6,324
Change-6,324 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 6,289
Change-6,289 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 6,171
Change-6,171 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 6,104
Change-6,104 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 6,063
Change-6,063 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 5,957
Change-5,957 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 5,889
Change-5,889 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 5,880
Change-5,880 (-100%)
Value—
Warner Financial, Inc
N/A
Shares— from 5,843
Change-5,843 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 5,706
Change-5,706 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 5,626
Change-5,626 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 5,623
Change-5,623 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 5,613
Change-5,613 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 5,512
Change-5,512 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 5,410
Change-5,410 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 5,192
Change-5,192 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 5,170
Change-5,170 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 5,156
Change-5,156 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 5,135
Change-5,135 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 5,028
Change-5,028 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 5,012
Change-5,012 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 5,006
Change-5,006 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 4,869
Change-4,869 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 4,846
Change-4,846 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 4,844
Change-4,844 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 4,767
Change-4,767 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 4,713
Change-4,713 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 4,693
Change-4,693 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 4,669
Change-4,669 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 4,594
Change-4,594 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 4,382
Change-4,382 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 4,336
Change-4,336 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 4,250
Change-4,250 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 4,224
Change-4,224 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 4,188
Change-4,188 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 4,070
Change-4,070 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 4,060
Change-4,060 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 4,031
Change-4,031 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
GenTrust, LLC
N/A
Shares— from 3,893
Change-3,893 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 3,845
Change-3,845 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 3,817
Change-3,817 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 3,769
Change-3,769 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 3,750
Change-3,750 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 3,690
Change-3,690 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 3,665
Change-3,665 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 3,651
Change-3,651 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 3,621
Change-3,621 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 3,596
Change-3,596 (-100%)
Value—
Three Cord True Wealth Management, LLC
N/A
Shares— from 3,568
Change-3,568 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 3,535
Change-3,535 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 3,490
Change-3,490 (-100%)
Value—
Commerce Bank
N/A
Shares— from 3,434
Change-3,434 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 3,400
Change-3,400 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 3,375
Change-3,375 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 2,684
Change-2,684 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 2,504
Change-2,504 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Knuff & Co LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 2,352
Change-2,352 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 1,943
Change-1,943 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 1,880
Change-1,880 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 1,849
Change-1,849 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 1,844
Change-1,844 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 1,718
Change-1,718 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 1,585
Change-1,585 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 1,157
Change-1,157 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 1,107
Change-1,107 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 1,093
Change-1,093 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 1,019
Change-1,019 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,014
Change-1,014 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 925
Change-925 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 891
Change-891 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 865
Change-865 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 807
Change-807 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 767
Change-767 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 740
Change-740 (-100%)
Value—
Motco
N/A
Shares— from 696
Change-696 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 688
Change-688 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 650
Change-650 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 619
Change-619 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 619
Change-619 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 607
Change-607 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 604
Change-604 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 592
Change-592 (-100%)
Value—
Quarry LP
N/A
Shares— from 570
Change-570 (-100%)
Value—
Morgan Dempsey Capital Management LLC
N/A
Shares— from 545
Change-545 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 545
Change-545 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 509
Change-509 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 500
Change-500 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 414
Change-414 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 400
Change-400 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 334
Change-334 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 298
Change-298 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 294
Change-294 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 273
Change-273 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 252
Change-252 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 219
Change-219 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 209
Change-209 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 206
Change-206 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 206
Change-206 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 202
Change-202 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 195
Change-195 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 154
Change-154 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 125
Change-125 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 120
Change-120 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 110
Change-110 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 106
Change-106 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 105
Change-105 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 94
Change-94 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 89
Change-89 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 79
Change-79 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 76
Change-76 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 70
Change-70 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 55
Change-55 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 26
Change-26 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 18
Change-18 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 5
Change-5 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Harel Insurance Investments & Financial Services Ltd.
DECREASED7,983,1398,938,139-955,000-11%$527.3M$419.1M-$108.2M2026-11-02
Bank of New York Mellon Corp
INCREASED3,042,74421,787+3,020,957+13866%$1.3M$159.7M+$158.5M2026-11-05
Meitav Investment House LTD
UNCHANGED2,832,0252,832,02500%$167.0M$148.7M-$18.3M2026-10-28
Principal Financial Group Inc
UNCHANGED2,326,4752,326,47500%$137.1M$122.1M-$14.9M2026-11-02
Kestra Investment Management, LLC
INCREASED1,806,1031,646,301+159,802+10%$97.0M$94.8M-$2.2M2026-11-04
Moss Adams Wealth Advisors LLC
DECREASED1,722,9921,847,570-124,578-7%$109.0M$90.5M-$18.6M2026-10-28
Kestra Advisory Services, LLC
INCREASED1,479,8471,023,893+455,954+45%$60.3M$77.7M+$17.4M2026-11-02
Capital Asset Advisory Services LLC
DECREASED988,3731,028,101-39,728-4%$60.6M$51.5M-$9.1M2026-10-30
Evergreen Capital Management LLC
INCREASED935,604918,222+17,382+2%$54.2M$49.1M-$5.1M2026-10-23
Commonwealth Equity Services, LLC
DECREASED792,6021,006,445-213,843-21%$59.3M$41.6M-$17.7M2026-11-02
First Interstate Bank
DECREASED739,373755,645-16,272-2%$44.5M$38.8M-$5.7M2026-10-23
Mirae Asset Global Investments Co., Ltd.
DECREASED616,185703,288-87,103-12%$41.4M$32.3M-$9.1M2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED606,922540,666+66,256+12%$31.9M$31.9M+$7.0K2026-11-02
Evolution Wealth Advisors, LLC
DECREASED605,502609,894-4,392-1%$35.9M$31.8M-$4.1M2026-11-03
Cooper Financial Group
INCREASED591,786576,388+15,398+3%$34.0M$31.1M-$2.9M2026-10-07
Teamwork Financial Advisors, LLC
INCREASED407,101403,005+4,096+1%$23.7M$21.4M-$2.4M2026-10-19
Thrivent Financial for Lutherans
DECREASED378,082385,411-7,329-2%$22.7M$19.4M-$3.3M2026-11-05
Systelligence, LLC
INCREASED357,16737,032+320,135+864%$2.2M$16.1M+$13.9M2026-11-05
MFA Wealth Advisors, LLC
INCREASED330,229327,596+2,633+1%$19.3M$17.3M-$2.0M2026-10-07
Riggs Asset Managment Co. Inc.
INCREASED323,336321,358+1,978+1%$18.9M$17.0M-$2.0M2026-11-05
Destiny Wealth Partners, LLC
INCREASED301,324267,397+33,927+13%$15.1M$16.4M+$1.3M2026-11-05
Gerber Kawasaki Wealth & Investment Management
DECREASED271,105274,009-2,904-1%$16.1M$14.2M-$1.9M2026-10-29
Citigroup Inc
INCREASED267,265267,076+189+0%$15.7M$14.0M-$1.7M2026-11-04
Altfest L J & Co Inc
DECREASED252,777253,259-4820%$14.9M$13.3M-$1.7M2026-10-27
Robertson Stephens Wealth Management, LLC
INCREASED248,931244,424+4,507+2%$14.4M$13.1M-$1.4M2026-10-16
Wealthcare Advisory Partners LLC
INCREASED245,208211,492+33,716+16%$12.5M$12.9M+$412.3K2026-10-21
Rockport Wealth LLC
DECREASED232,873367,703-134,830-37%$21.7M$12.2M-$9.4M2026-11-03
Eagle Strategies LLC
DECREASED232,670239,684-7,014-3%$14.1M$12.2M-$1.9M2026-10-16
New England Private Wealth Advisors LLC
INCREASED222,445220,583+1,862+1%$12.7M$11.7M-$1.0M2026-10-19
Sage Capital Management, LLC
INCREASED213,580213,126+454+0%$12.6M$11.2M-$1.3M2026-10-20
Investors Research Corp
DECREASED194,249194,312-630%$11.4M$10.2M-$1.3M2026-10-07
Jmac Enterprises LLC
INCREASED192,768192,070+698+0%$11.3M$10.1M-$1.2M2026-10-30
Valley Wealth Managers, Inc.
INCREASED189,907168,842+21,065+12%$9.9M$10.0M+$21.9K2026-10-09
Thryve Wealth Management LLC
INCREASED176,178173,705+2,473+1%$10.2M$9.2M-$985.4K2026-10-09
Financial Partners Group, Inc
DECREASED171,750183,114-11,364-6%$10.8M$9.0M-$1.8M2026-10-19
CX Institutional
INCREASED164,816158,718+6,098+4%$9.4K$8.7K-$6992026-10-02
Clarus Group, Inc.
DECREASED160,932168,759-7,827-5%$9.9M$8.4M-$1.5M2026-10-21
Wealth Enhancement Advisory Services, LLC
INCREASED155,073147,238+7,835+5%$5.3M$5.4M+$41.0K2026-10-13
Quadrant Private Wealth Management, LLC
INCREASED153,899153,589+310+0%$9.1M$8.1M-$985.6K2026-11-04
Y.D. More Investments Ltd
INCREASED151,401149,999+1,402+1%$8.8M$7.9M-$885.5K2026-11-02
Independent Financial Group, LLC
INCREASED147,977142,152+5,825+4%$8.4M$7.8M-$606.8K2026-10-13
Kestra Private Wealth Services, LLC
INCREASED146,875108,153+38,722+36%$6.4M$7.7M+$1.3M2026-10-30
Perigon Wealth Management, LLC
INCREASED140,78775,003+65,784+88%$4.4M$7.4M+$3.0M2026-10-22
ARQ Wealth Advisors, LLC
INCREASED136,434134,699+1,735+1%$7.6M$7.2M-$461.2K2026-10-29
Capital Advantage, Inc.
INCREASED134,396128,370+6,026+5%$7.6M$7.1M-$507.8K2026-10-14
NTV Asset Management LLC
DECREASED127,764128,553-789-1%$7.6M$6.7M-$866.8K2026-10-23
Washington Growth Strategies LLC
INCREASED127,695125,968+1,727+1%$7.4M$6.7M-$718.0K2026-10-19
Assetmark, Inc
INCREASED126,724108,182+18,542+17%$6.4M$6.7M+$279.0K2026-10-21
5th Street Advisors, LLC
DECREASED125,671146,296-20,625-14%$8.6M$6.6M-$2.0M2026-11-04
Park Avenue Securities LLC
INCREASED124,656112,518+12,138+11%$6.6M$6.5M-$86.0K2026-10-26
WT Wealth Management
INCREASED123,176101,491+21,685+21%$6.0M$6.5M+$486.9K2026-10-13
D.A. Davidson & Co.
INCREASED119,44498,580+20,864+21%$5.8M$6.3M+$462.5K2026-10-28
Guilbault Capital LLC
DECREASED115,121116,676-1,555-1%$6.9M$6.0M-$830.7K2026-10-28
Lake Hills Wealth Management, LLC
INCREASED114,271112,343+1,928+2%$6.6M$6.0M-$620.0K2026-10-07
Elyxium Wealth, LLC
DECREASED111,209112,054-845-1%$6.6M$5.8M-$763.8K2026-10-27
HBW Advisory Services LLC
DECREASED109,844287,085-177,241-62%$16.9M$5.8M-$11.1M2026-10-15
Truist Financial Corp
INCREASED107,58195,378+12,203+13%$5.6M$5.6M+$28.3K2026-10-30
Farther Finance Advisors, LLC
INCREASED107,248107,163+85+0%$6.3M$5.6M-$683.4K2026-10-08
Cordoba Advisory Partners LLC
INCREASED105,249102,307+2,942+3%$6.0M$5.5M-$512.8K2026-10-19
WealthBridge Capital Management, LLC
INCREASED105,090102,030+3,060+3%$6.0M$5.5M-$494.4K2026-10-16
Creative Planning
INCREASED104,11591,673+12,442+14%$5.4M$5.5M+$64.7K2026-11-02
Tenet Wealth Partners, LLC
DECREASED102,352103,461-1,109-1%$5.9M$5.4M-$573.5K2026-10-19
Moneco Advisors, LLC
INCREASED96,32383,344+12,979+16%$4.9M$5.1M+$146.3K2026-11-05
Montag A & Associates Inc
DECREASED95,63999,806-4,167-4%$5.9M$5.0M-$869.8K2026-10-29
Meridian Wealth Management, LLC
INCREASED94,87485,334+9,540+11%$5.0M$5.0M-$47.0K2026-11-05
Peddock Capital Advisors, LLC
DECREASED91,30092,211-911-1%$5.4M$4.8M-$639.8K2026-10-16
Lido Advisors, LLC
INCREASED89,79872,853+16,945+23%$4.3M$4.7M+$415.5K2026-11-04
Analyst IMS Investment Management Services Ltd.
UNCHANGED88,77088,77000%$5.2M$4.7M-$570.0K2026-11-05
Oppenheimer & Co Inc
DECREASED87,816100,944-13,128-13%$5.9M$4.6M-$1.3M2026-10-26
Carlson Financial, Inc.
INCREASED87,21586,025+1,190+1%$5.1M$4.6M-$489.9K2026-11-05
PFG Advisors
INCREASED86,56485,259+1,305+2%$5.0M$4.5M-$478.9K2026-10-16
MRA Advisory Group
DECREASED86,43487,157-723-1%$5.1M$4.5M-$597.5K2026-10-07
Fortem Financial Group, LLC
INCREASED83,72382,975+748+1%$4.9M$4.4M-$493.4K2026-10-20
Apollon Wealth Management, LLC
INCREASED80,36967,296+13,073+19%$4.0M$4.2M+$254.3K2026-10-23
Fifth Third Securities, Inc.
DECREASED79,42989,564-10,135-11%$5.3M$4.2M-$1.1M2026-10-21
San Luis Wealth Advisors LLC
DECREASED76,340123,193-46,853-38%$7.3M$4.0M-$3.3M2026-10-27
Arvest Investments, Inc.
INCREASED75,65867,907+7,751+11%$4.0M$4.0M-$29.1K2026-10-21
Magnus Financial Group LLC
INCREASED75,57970,866+4,713+7%$4.2M$4.0M-$207.5K2026-10-21
GoalVest Advisory LLC
INCREASED75,3635,130+70,233+1369%$302.3K$339.6K+$37.3K2026-10-02
Waystone Advisors LLC
UNCHANGED73,22373,22300%$4.3M$4.3M$02026-10-16
US Bancorp \de\
INCREASED73,05153,667+19,384+36%$3.2M$3.8M+$673.1K2026-11-05
BIP Wealth, LLC
INCREASED70,68164,378+6,303+10%$3.8M$3.7M-$82.4K2026-10-22
Parallel Advisors, LLC
INCREASED69,10357,927+11,176+19%$3.4M$3.6M+$214.8K2026-11-03
Nations Financial Group Inc,
INCREASED65,23863,904+1,334+2%$3.8M$3.4M-$340.2K2026-11-05
Concurrent Investment Advisors, LLC
INCREASED64,44648,920+15,526+32%$2.9M$3.4M+$501.0K2026-10-16
Fifth Third Bancorp
DECREASED64,02776,156-12,129-16%$4.5M$3.4M-$1.1M2026-11-05
Connecticut Wealth Management, LLC
DECREASED61,22661,318-920%$3.6M$3.2M-$398.5K2026-10-13
Laurel Wealth Advisors LLC
DECREASED60,39061,740-1,350-2%$3.6M$3.2M-$467.2K2026-10-27
Hazlett, Burt & Watson, Inc.
INCREASED58,67357,986+687+1%$2.1M$1.7M-$330.0K2026-11-04
Integrity Investment Advisors, LLC
INCREASED58,32844,902+13,426+30%$2.6M$3.1M+$416.6K2026-11-03
Founders Financial Securities LLC
INCREASED58,1484,523+53,625+1186%$266.5K$3.1M+$2.8M2026-10-28
Courier Capital LLC
INCREASED56,03952,100+3,939+8%$3.1M$2.9M-$127.7K2026-10-19
Peck Wealth Management, LLC
DECREASED55,97056,913-943-2%$3.4M$2.9M-$414.9K2026-10-29
GPM Growth Investors, Inc.
INCREASED54,97352,312+2,661+5%$3.1M$2.9M-$196.1K2026-10-30
NorthCrest Asset Manangement, LLC
INCREASED54,14753,413+734+1%$3.0M$2.9M-$130.2K2026-10-13
McCollum Christoferson Group LLC
INCREASED53,40952,120+1,289+2%$3.1M$2.8M-$266.9K2026-10-13
Kingswood Wealth Advisors, LLC
INCREASED53,19646,664+6,532+14%$2.7M$2.8M+$43.3K2026-10-23
Acorn Wealth Advisors, LLC
INCREASED52,62847,075+5,553+12%$2.8M$2.8M-$10.7K2026-10-19
Capital Advisors, Ltd. LLC
INCREASED52,27949,972+2,307+5%$2.9K$2.7M+$2.7M2026-10-27
Redw Wealth LLC
DECREASED52,21452,339-1250%$3.1M$2.7M-$342.6K2026-11-02
Prosperity Financial Group, Inc.
DECREASED51,91053,394-1,484-3%$3.1M$2.7M-$420.7K2026-10-29
Prime Capital Investment Advisors, LLC
DECREASED51,38451,554-1700%$3.0M$2.7M-$339.9K2026-10-20
Cornerstone Wealth Management, LLC
INCREASED50,77744,530+6,247+14%$2.6M$2.7M+$42.1K2026-11-04
Diversify Wealth Management, LLC
DECREASED50,30551,086-781-2%$2.9M$2.7M-$272.8K2026-10-20
Diversify Advisory Services, LLC
DECREASED50,30551,086-781-2%$2.9M$2.7M-$272.8K2026-10-20
Bison Wealth, LLC
INCREASED50,27744,938+5,339+12%$2.6M$2.7M+$84.6K2026-10-13
Focus Financial Network, Inc.
INCREASED49,69048,304+1,386+3%$2.9M$2.6M-$242.3K2026-10-14
Cullen T Bankers, Inc.
INCREASED46,6699,775+36,894+377%$575.9K$2.5M+$1.9M2026-10-28
Ascentis Independent Advisors
NEW45,331—+45,331——$2.4M—2026-11-03
Strategy Asset Managers LLC
INCREASED44,16643,793+373+1%$2.6M$2.3M-$261.6K2026-10-14
Future Financial Wealth Managment LLC
NEW43,571—+43,571——$2.3M—2026-10-15
Lane Brothers & Co Inc
DECREASED43,03664,929-21,893-34%$3.8M$2.3M-$1.6M2026-11-02
TD Private Client Wealth LLC
INCREASED42,60539,089+3,516+9%$2.3M$2.2M-$66.4K2026-10-28
RFG Advisory, LLC
INCREASED41,68316,150+25,533+158%$951.6K$2.2M+$1.2M2026-11-03
American Institute for Advanced Investment Management, LLP
INCREASED40,96540,759+206+1%$2.4M$2.2M-$250.8K2026-11-03
Kraematon Investment Advisors, Inc
INCREASED40,93439,904+1,030+3%$2.4M$2.1M-$202.1K2026-11-02
Key Client Fiduciary Advisors, LLC
INCREASED40,62538,828+1,797+5%$2.3M$2.1M-$154.9K2026-10-19
WealthCare Investment Partners, LLC
DECREASED40,52841,234-706-2%$2.4M$2.1M-$295.6K2026-11-05
First Heartland Consultants, Inc.
DECREASED40,32146,951-6,630-14%$2.8M$2.1M-$649.5K2026-10-08
Axxcess Wealth Management, LLC
DECREASED40,1791,058,974-1,018,795-96%$62.4M$2.1M-$60.3M2026-10-21
Foresight Capital Management Advisors, Inc.
INCREASED40,01137,538+2,473+7%$2.2M$2.1M-$107.9K2026-10-27
Prospera Financial Services Inc
INCREASED39,03836,690+2,348+6%$2.2M$2.1M-$72.4K2026-11-04
Princeton Global Asset Management LLC
INCREASED38,94638,556+390+1%$2.3M$2.0M-$227.0K2026-10-21
Koshinski Asset Management, Inc.
INCREASED38,64937,666+983+3%$2.2M$2.0M-$190.2K2026-10-29
SFI Advisors, LLC
DECREASED38,54438,723-1790%$2.3M$2.0M-$258.0K2026-10-30
Beacon Financial Advisory LLC
INCREASED38,53637,403+1,133+3%$2.2M$2.0M-$180.6K2026-10-16
Royal Harbor Partners, LLC
INCREASED36,91436,503+411+1%$2.2M$1.9M-$212.8K2026-10-29
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED35,54664,450-28,904-45%$3.8M$1.9M-$1.9M2026-10-14
Paragon Advisors, LLC
NEW35,378—+35,378——$1.9M—2026-11-03
Northbridge Financial Group, LLC
DECREASED35,24237,070-1,828-5%$2.2M$1.9M-$258.2K2026-11-05
JFS Wealth Advisors, LLC
INCREASED34,71434,703+11+0%$2.0M$1.8M-$222.2K2026-11-03
Sigma Planning Corp
INCREASED33,72532,624+1,101+3%$1.9M$1.8M-$161.7K2026-10-23
Joel Isaacson & Co., LLC
DECREASED33,21233,336-1240%$2.0M$1.7M-$220.5K2026-11-05
WBH Advisory Inc
DECREASED32,13932,194-550%$1.9M$1.7M-$209.6K2026-11-05
Foronjy Financial LLC
DECREASED32,00838,136-6,128-16%$2.2M$1.7M-$566.6K2026-10-14
Insight Advisors, LLC/ PA
INCREASED31,66430,439+1,225+4%$1.8M$1.7M-$131.0K2026-10-22
BigSur Wealth Management LLC
UNCHANGED30,85530,85500%$1.8M$1.6M-$201.3K2026-10-13
Cyndeo Wealth Partners, LLC
DECREASED30,82131,435-614-2%$1.9M$1.6M-$234.1K2026-10-16
Cathy Pareto & Associates, Inc
INCREASED30,78130,297+484+2%$1.8M$1.6M-$168.7K2026-10-15
Koa Wealth Management, LLC
DECREASED29,84929,996-1470%$1.8M$1.6M-$200.3K2026-10-14
Pekin Hardy Strauss, Inc.
INCREASED29,82027,840+1,980+7%$1.6M$1.6M-$74.8K2026-11-02
Citizens Financial Group Inc
INCREASED28,97028,969+10%$1.7M$1.5M-$188.9K2026-10-23
Harbor Investment Advisory, LLC
INCREASED28,49827,368+1,130+4%$1.6M$1.5M-$116.4K2026-10-13
Invenio Wealth Partners LLC
NEW28,264—+28,264——$1.5M—2026-10-20
Allodium Investment Consultants, LLC
INCREASED27,97727,337+640+2%$1.6M$1.5M-$141.9K2026-10-14
IFP Advisors, Inc
DECREASED27,55228,186-634-2%$1.7M$1.4M-$214.2K2026-10-16
Dumont & Blake Investment Advisors LLC
DECREASED27,48927,653-164-1%$1.6M$1.4M-$186.1K2026-10-28
Advisor Resource Council
DECREASED27,10049,393-22,293-45%$2.9M$1.5M-$1.4M2026-11-05
PW Nova Financial Services LLC
NEW27,093—+27,093——$1.4M—2026-10-15
Wedbush Securities Inc
DECREASED27,02730,233-3,206-11%$1.8M$1.4M-$362.0K2026-10-22
Lanark Financial, Inc.
INCREASED26,97126,466+505+2%$1.6M$1.4M-$143.4K2026-10-26
Entrewealth, LLC
INCREASED26,55024,794+1,756+7%$1.4M$1.4M-$52.9K2026-10-14
Indivisible Partners
INCREASED26,28716,201+10,086+62%$954.6K$1.4M+$425.5K2026-10-26
Congress Asset Management Co
DECREASED25,93127,215-1,284-5%$1.6M$1.4M-$242.1K2026-10-06
Regions Financial Corp
INCREASED25,19324,105+1,088+5%$1.4M$1.3M-$97.6K2026-11-05
APS Management Group, Inc.
DECREASED25,08534,621-9,536-28%$2.0M$1.3M-$722.9K2026-10-14
Brookstone Capital Management
INCREASED23,97521,874+2,101+10%$1.3M$1.3M-$30.1K2026-10-22
High Point Wealth Management, LLC
INCREASED23,86722,565+1,302+6%$1.3M$1.3M-$76.5K2026-11-05
Atria Investments, Inc
DECREASED23,82630,607-6,781-22%$1.8M$1.3M-$552.5K2026-10-15
Sofi Wealth, LLC
INCREASED23,80618,666+5,140+28%$1.1M$1.2M+$150.0K2026-10-27
Burke & Herbert Bank & Trust Co
UNCHANGED23,37523,37500%$1.4M$1.2M-$150.1K2026-11-02
J.W. Cole Advisors, Inc.
INCREASED22,99314,114+8,879+63%$831.6K$1.2M+$375.5K2026-11-05
First International Bank of Israel Ltd.
INCREASED22,90310,862+12,041+111%$640.0K$1.2M+$562.4K2026-11-04
SteelPeak Wealth, LLC
INCREASED21,98416,811+5,173+31%$992.2K$1.2M+$161.9K2026-10-16
Flagship Harbor Advisors, LLC
DECREASED21,83422,172-338-2%$1.3M$1.1M-$160.1K2026-10-26
Accel Wealth Management
INCREASED21,61218,663+2,949+16%$1.1M$1.1M+$35.0K2026-10-13
Powell Investment Advisors, LLC
DECREASED21,48221,834-352-2%$1.3M$1.1M-$160.9K2026-10-22
Wealthcare Capital Partners, LLC
DECREASED21,40221,471-690%$1.3M$1.1M-$141.4K2026-10-21
Virtue Capital Management, LLC
NEW21,163—+21,163——$1.1M—2026-10-29
Signal Advisors Wealth, LLC
INCREASED20,56911,848+8,721+74%$698.1K$1.1M+$381.8K2026-10-13
Ellis Investment Partners, LLC
DECREASED20,56220,598-360%$1.2M$1.1M-$134.1K2026-10-21
Belvedere Trading LLC
INCREASED20,4754,065+16,410+404%$239.5K$1.1M+$835.4K2026-11-05
Sheets Smith Wealth Management
INCREASED20,3164,916+15,400+313%$289.7K$1.1M+$777.0K2026-10-16
Spire Wealth Management
INCREASED19,65014,839+4,811+32%$874.3K$1.0M+$157.4K2026-10-30
Clear Creek Financial Management, LLC
DECREASED19,44719,540-930%$1.2M$1.0M-$130.4K2026-10-28
Bensler, LLC
DECREASED19,26619,631-365-2%$1.2M$1.0M-$145.2K2026-11-05
Beaumont Financial Advisors, LLC
INCREASED18,26217,549+713+4%$1.0M$958.8K-$75.2K2026-10-22
Cookson Peirce & Co Inc
INCREASED18,10917,633+476+3%$1.0M$950.7K-$88.2K2026-10-30
Verdence Capital Advisors LLC
INCREASED18,07516,225+1,850+11%$956.0K$948.9K-$7.0K2026-10-26
Willner & Heller, LLC
INCREASED17,72117,513+208+1%$1.0M$930.4K-$101.5K2026-10-28
Private Trust Co NA
INCREASED17,69216,734+958+6%$986.0K$928.8K-$57.1K2026-10-20
International Assets Investment Management, LLC
INCREASED17,15116,038+1,113+7%$925.1K$909.7K-$15.4K2026-11-02
Cornerstone Wealth, LLC
DECREASED17,07217,881-809-5%$1.0M$880.9K-$131.9K2026-10-28
Commerce Advisors, LLC
DECREASED16,81817,115-297-2%$1.0M$883.0K-$125.5K2026-10-19
Sage Mountain Advisors LLC
UNCHANGED16,79316,79300%$989.4K$881.6K-$107.8K2026-11-02
Sharkey, Howes & Javer
INCREASED16,46716,462+5+0%$970.0K$864.5K-$105.5K2026-10-22
Bluedoor Private Wealth, LLC
INCREASED16,28615,840+446+3%$933.3K$855.0K-$78.3K2026-11-05
Granville Capital, Inc.
INCREASED16,00315,984+19+0%$941.8K$840.2K-$101.7K2026-11-05
Choreo, LLC
INCREASED15,82015,471+349+2%$913.1K$830.5K-$82.6K2026-10-28
HB Wealth Management, LLC
INCREASED15,6567,547+8,109+107%$444.7K$821.9K+$377.2K2026-10-23
Chicago Partners Investment Group LLC
INCREASED15,53314,668+865+6%$843.6K$801.5K-$42.1K2026-10-27
Mine & Arao Wealth Creation & Management, Llc.
INCREASED15,33115,317+14+0%$902.5K$804.9K-$97.6K2026-10-29
Autumn Glory Partners, LLC
INCREASED15,26815,267+1+0%$899.5K$801.6K-$98.0K2026-10-26
Finivi Inc.
INCREASED15,15814,909+249+2%$878.4K$795.8K-$82.6K2026-10-13
TD Waterhouse Canada Inc.
DECREASED14,92228,311-13,389-47%$1.7M$792.0K-$876.3K2026-10-16
Matauro, LLC
INCREASED14,72313,549+1,174+9%$798.3K$773.0K-$25.3K2026-11-03
Dynamic Advisor Solutions LLC
DECREASED14,67419,685-5,011-25%$1.2M$770.4K-$389.4K2026-10-13
Keeler Thomas Management LLC
NEW14,613—+14,613——$767.2K—2026-10-29
Jacobi Capital Management LLC
DECREASED14,59214,629-370%$862.0K$766.1K-$95.9K2026-11-05
Vontobel Holding Ltd.
UNCHANGED14,51014,51000%$854.2K$760.9K-$93.3K2026-10-16
Sovran Advisors, LLC
DECREASED14,40217,924-3,522-20%$985.6K$784.8K-$200.9K2026-11-02
Nvwm, LLC
INCREASED14,20214,130+72+1%$832.5K$745.6K-$86.9K2026-10-14
Tandem Capital Management Corp
INCREASED14,12014,020+100+1%$826.1K$741.3K-$84.8K2026-10-22
Sowell Financial Services LLC
DECREASED13,97248,189-34,217-71%$2.8M$733.5K-$2.1M2026-10-23
Visionary Wealth Advisors
INCREASED13,6717,602+6,069+80%$447.9K$717.7K+$269.8K2026-11-04
Hunter Associates Investment Management LLC
INCREASED13,5968,708+4,888+56%$514.0K$715.0K+$201.0K2026-10-26
Simplicity Wealth,LLC
DECREASED13,48816,500-3,012-18%$972.2K$708.1K-$264.0K2026-10-23
Signature Estate & Investment Advisors LLC
INCREASED13,24713,226+21+0%$779.3K$695.5K-$83.8K2026-10-13
Investment Partners, Ltd.
INCREASED13,2028,402+4,800+57%$495.0K$693.1K+$198.1K2026-10-29
180 Wealth Advisors, LLC
INCREASED12,95912,148+811+7%$715.8K$680.3K-$35.4K2026-11-03
Grandview Asset Management LLC
DECREASED12,86814,015-1,147-8%$825.7K$675.6K-$150.2K2026-10-19
Barings LLC
UNCHANGED12,74412,74400%$750.9K$669.1K-$81.8K2026-10-22
Swmg, LLC
NEW12,740—+12,740——$663.4K—2026-10-23
MGO One Seven LLC
INCREASED12,65011,769+881+7%$693.4K$664.1K-$29.3K2026-10-28
Zega Investments, LLC
DECREASED12,18850,616-38,428-76%$3.0M$639.9K-$2.3M2026-11-04
StoneX Group Inc.
INCREASED12,05310,080+1,973+20%$593.9K$640.4K+$46.5K2026-11-03
Stephen J. Garry & Associates, LLC
UNCHANGED11,89011,89000%$700.6K$624.2K-$76.3K2026-11-05
Stonebridge Financial Group, LLC
INCREASED11,73211,730+2+0%$691.1K$615.9K-$75.2K2026-10-01
Tucker Asset Management LLC
INCREASED11,6949,472+2,222+23%$558.1K$613.9K+$55.8K2026-10-29
Wespac Advisors SoCal, LLC
INCREASED11,32910,504+825+8%$618.9K$594.8K-$24.1K2026-10-13
Avidian Wealth Enterprises, LLC
DECREASED11,28313,347-2,064-15%$786.4K$592.4K-$194.0K2026-10-08
Midwest Trust Co
DECREASED11,24613,832-2,586-19%$815.0K$590.4K-$224.6K2026-10-22
OpenArc Corporate Advisory, LLC
INCREASED11,20910,984+225+2%$647.2K$588.5K-$58.7K2026-10-21
Castleview Partners, LLC
INCREASED11,08210,858+224+2%$639.8K$581.8K-$57.9K2026-10-09
Claro Advisors Inc.
DECREASED11,05111,272-221-2%$664.2K$580.2K-$84.0K2026-11-02
Vise Technologies, Inc.
INCREASED11,0129,866+1,146+12%$581.3K$578.2K-$3.1K2026-10-29
Exchange Bank
INCREASED10,98010,894+86+1%$641.9K$576.5K-$65.4K2026-10-07
Pinnacle Associates LTD
DECREASED10,65611,081-425-4%$652.9K$559.5K-$93.5K2026-10-20
AlphaCore Capital LLC
DECREASED10,53610,961-425-4%$646.9K$553.1K-$93.8K2026-11-04
CrossGen Wealth, LLC
INCREASED10,31410,306+8+0%$607.2K$541.5K-$65.7K2026-10-30
Diversified Enterprises, LLC
INCREASED10,30010,296+4+0%$606.6K$540.8K-$65.9K2026-10-19
Investment Partners Asset Management, Inc.
DECREASED10,09310,182-89-1%$599.9K$529.9K-$70.0K2026-10-09
Trilogy Capital Inc.
INCREASED9,9739,849+124+1%$580.3K$523.6K-$56.7K2026-10-20
Mechanics Bank Trust Department
DECREASED9,8049,833-290%$579.4K$514.7K-$64.7K2026-10-13
Richardson Capital Management LLC
INCREASED9,7988,486+1,312+15%$500.0K$514.4K+$14.4K2026-10-23
Journey Advisory Group, LLC
DECREASED9,6909,876-186-2%$581.9K$508.7K-$73.2K2026-11-04
Pinnacle Wealth Management Group, Inc.
UNCHANGED9,5809,58000%$564.5K$503.0K-$61.5K2026-10-15
Integrity Advisory Solutions, LLC
INCREASED9,5049,171+333+4%$540.4K$499.0K-$41.4K2026-10-29
Avantax Planning Partners, Inc.
INCREASED9,3428,401+941+11%$495.0K$490.5K-$4.5K2026-11-03
Stone Wealth Partners
INCREASED9,3355,157+4,178+81%$303.9K$492.0K+$188.1K2026-11-05
Elm3 Financial Group, LLC
DECREASED9,3019,727-426-4%$573.1K$488.3K-$84.8K2026-10-07
Connecticut Capital Management Group, LLC
INCREASED9,2755,891+3,384+57%$347.1K$487.0K+$139.8K2026-10-29
Simplex Trading, LLC
DECREASED9,06010,904-1,844-17%$642.5K$475.7K-$166.8K2026-11-04
Blue Trust, Inc.
INCREASED8,9058,574+331+4%$505.2K$467.5K-$37.7K2026-10-15
B. Riley Wealth Advisors, Inc.
INCREASED8,8338,775+58+1%$514.2K$463.7K-$50.5K2026-10-13
Great Diamond Partners, LLC
DECREASED8,5399,876-1,337-14%$581.9K$448.3K-$133.6K2026-10-13
Ashton Thomas Private Wealth, LLC
INCREASED8,3906,508+1,882+29%$383.5K$440.5K+$57.0K2026-11-03
Flagstar Securities, Inc
INCREASED8,3578,343+14+0%$492.4K$438.8K-$53.7K2026-10-15
Forvis Mazars Wealth Advisors, LLC
INCREASED8,3208,115+205+3%$478.1K$436.8K-$41.3K2026-10-13
Mission Wealth Management, LP
DECREASED8,31416,099-7,785-48%$948.6K$436.5K-$512.1K2026-10-15
Purus Wealth Management, LLC
INCREASED8,2988,297+1+0%$488.8K$435.6K-$53.2K2026-10-15
Integras Partners LLC
INCREASED8,2696,889+1,380+20%$405.9K$434.1K+$28.2K2026-10-30
Davenport & Co LLC
INCREASED8,1775,947+2,230+38%$350.4K$429.3K+$78.9K2026-10-14
Eagle Wealth Strategies LLC
INCREASED7,9207,835+85+1%$461.7K$415.8K-$45.8K2026-10-20
GSG Advisors LLC
INCREASED7,8237,809+14+0%$460.1K$410.7K-$49.4K2026-11-03
Cascade Investment Group, Inc.
INCREASED7,8217,820+1+0%$460.8K$410.6K-$50.2K2026-10-13
Total Clarity Wealth Management, Inc.
DECREASED7,8007,930-130-2%$467.2K$409.5K-$57.7K2026-10-26
Mezzasalma Advisors, LLC
DECREASED7,77425,992-18,218-70%$1.5M$408.1K-$1.1M2026-10-14
Simon Quick Advisors, LLC
INCREASED7,6564,470+3,186+71%$263.4K$401.9K+$138.6K2026-10-26
Clark Asset Management, LLC
UNCHANGED7,6407,64000%$450.1K$401.1K-$49.0K2026-10-19
SeaCrest Wealth Management, LLC
INCREASED7,5877,584+3+0%$446.9K$398.3K-$48.6K2026-10-21
ProCore Advisors, LLC
INCREASED7,5407,080+460+7%$417.1K$395.9K-$21.3K2026-10-14
Strategic Advisors LLC
UNCHANGED7,5267,52600%$443.4K$395.1K-$48.3K2026-10-13
Global Financial Private Client, LLC
UNCHANGED7,5007,50000%$441.9K$393.8K-$48.2K2026-10-15
Valley National Advisers Inc
UNCHANGED7,3677,36700%$434.1K$386.8K-$47.3K2026-10-23
Altus Wealth Group LLC
UNCHANGED7,3507,35000%$433.1K$385.9K-$47.2K2026-10-20
SeaBridge Investment Advisors LLC
NEW7,083—+7,083——$371.9K—2026-11-02
Endowment Wealth Management, Inc.
INCREASED6,9435,875+1,068+18%$346.1K$364.5K+$18.4K2026-11-03
Brandywine OAK Private Wealth LLC
UNCHANGED6,8126,81200%$401.4K$357.6K-$43.7K2026-10-23
Archford Capital Strategies, LLC
INCREASED6,7986,698+100+1%$394.6K$356.9K-$37.8K2026-10-19
City Center Advisors, LLC
INCREASED6,7595,304+1,455+27%$312.5K$354.8K+$42.3K2026-10-08
Private Client Services, LLC
INCREASED6,6695,082+1,587+31%$299.4K$350.1K+$50.7K2026-10-02
Advisors Management Group Inc
DECREASED6,6536,769-116-2%$398.0K$349.0K-$49.0K2026-11-05
Stableford Capital II LLC
DECREASED6,63810,370-3,732-36%$611.0K$348.5K-$262.5K2026-10-09
Embree Financial Group
INCREASED6,6206,224+396+6%$366.7K$347.5K-$19.2K2026-10-22
Harbor Asset Planning, Inc.
INCREASED6,6096,596+13+0%$388.7K$346.9K-$41.8K2026-10-23
First Business Financial Services, Inc.
UNCHANGED6,5916,59100%$388.3K$346.0K-$42.3K2026-10-29
Apollon Financial, LLC
DECREASED6,4996,504-50%$383.2K$341.2K-$42.0K2026-10-23
Fairscale Capital, LLC
UNCHANGED6,3656,36500%$375.7K$340.7K-$35.0K2026-11-04
Asset One Wealth Management LLC
DECREASED6,3306,776-446-7%$383.8K$332.3K-$51.5K2026-11-02
Heritage Wealth Management, Inc.
UNCHANGED6,2436,24300%$367.8K$327.8K-$40.1K2026-10-28
Instrumental Wealth, LLC
INCREASED6,2306,021+209+3%$354.8K$327.1K-$27.7K2026-10-20
Madden Securities Corp
UNCHANGED6,1506,15000%$362.4K$322.9K-$39.5K2026-10-27
Envision Financial LLC
NEW6,119—+6,119——$321.2K—2026-10-15
Avondale Wealth Management
DECREASED6,0887,088-1,000-14%$417.6K$319.6K-$98.0K2026-10-15
Capstone Wealth Management Group, Inc.
INCREASED6,0745,539+535+10%$326.4K$318.9K-$7.5K2026-10-19
Ryan Investment Management, Inc.
NEW6,037—+6,037——$316.9K—2026-10-20
First Citizens Bank & Trust Co
NEW5,976—+5,976——$313.7K—2026-10-14
Lynx Investment Advisory
INCREASED5,9705,213+757+15%$307.2K$313.4K+$6.3K2026-10-27
Associated Banc-Corp
DECREASED5,6525,802-150-3%$341.9K$296.7K-$45.1K2026-10-30
Global View Capital Management LLC
DECREASED5,63613,267-7,631-58%$781.7K$295.9K-$485.8K2026-10-28
Unique Wealth Strategies, LLC
UNCHANGED5,6095,60900%$330.5K$330.5K$02026-10-13
Mesirow Financial Investment Management, Inc.
INCREASED5,5635,556+7+0%$327.3K$292.1K-$35.3K2026-11-05
Helium Advisors LLC
INCREASED5,5344,875+659+14%$287.2K$290.5K+$3.3K2026-10-23
Tull Financial Group, Inc.
NEW5,513—+5,513——$289.4K—2026-11-05
Aurora Private Wealth, Inc.
DECREASED5,4355,527-92-2%$326.0K$285.0K-$41.0K2026-10-20
Eley Financial Management, Inc
DECREASED5,3505,355-50%$315.5K$280.9K-$34.6K2026-11-03
Compound Planning, Inc.
DECREASED5,2937,854-2,561-33%$462.8K$277.9K-$184.9K2026-11-05
Wealthcare Capital Management LLC
INCREASED5,1434,407+736+17%$259.7K$270.0K+$10.3K2026-10-21
IMG Wealth Management, Inc.
DECREASED5,1415,337-196-4%$314.5K$269.9K-$44.6K2026-10-27
Cardinal Point Capital Management ULC
INCREASED5,1204,877+243+5%$287.7K$268.8K-$18.9K2026-10-21
Old National Bancorp
INCREASED5,0983,488+1,610+46%$205.5K$267.6K+$62.1K2026-10-20
Silvia Mccoll Wealth Management, LLC
INCREASED5,0925,084+8+0%$299.5K$267.3K-$32.2K2026-10-07
Elevated Capital Advisors, LLC
INCREASED5,0645,056+8+0%$297.9K$265.8K-$32.1K2026-11-04
Creekside Partners
UNCHANGED5,0155,01500%$295.5K$263.3K-$32.2K2026-11-04
Apeiron RIA LLC
NEW4,800—+4,800——$254.6K—2026-10-08
Busey Bank
NEW4,796—+4,796——$251.8K—2026-10-26
Valeo Financial Advisors, LLC
INCREASED4,7943,794+1,000+26%$223.5K$251.7K+$28.1K2026-10-08
Chicago Capital, LLC
UNCHANGED4,7764,77600%$281.4K$250.7K-$30.7K2026-10-13
Register Financial Advisors LLC
DECREASED4,7734,907-134-3%$289.1K$250.6K-$38.6K2026-10-23
Mather Group, Llc.
INCREASED4,600758+3,842+507%$44.7K$241.5K+$196.8K2026-10-14
Beacon Capital Management, LLC
INCREASED4,5574,521+36+1%$266.4K$239.2K-$27.2K2026-10-23
Means Investment Co., Inc.
INCREASED4,5414,539+2+0%$267.4K$238.4K-$29.1K2026-11-03
Modera Wealth Management, LLC
NEW4,510—+4,510——$236.8K—2026-10-28
Black Diamond Financial, LLC
INCREASED4,4904,483+7+0%$264.2K$235.7K-$28.4K2026-10-26
Kraft, Davis & Associates, LLC
UNCHANGED4,4244,42400%$247.4K$233.9K-$13.5K2026-10-21
Trust Point Inc.
UNCHANGED4,4204,42000%$260.4K$232.1K-$28.4K2026-10-27
Foguth Wealth Management, Llc.
DECREASED4,3996,678-2,279-34%$372.0K$232.2K-$139.8K2026-10-19
Capital Investment Advisory Services, LLC
INCREASED4,3434,303+40+1%$253.5K$228.0K-$25.5K2026-10-30
Arista Wealth Management, LLC
UNCHANGED4,3304,33000%$255.1K$227.3K-$27.8K2026-10-29
NWF Advisory Services Inc.
INCREASED4,2404,169+71+2%$245.6K$222.6K-$23.0K2026-10-19
Sagespring Wealth Partners, LLC
NEW4,194—+4,194——$220.2K—2026-10-22
GK Wealth Management LLC
DECREASED4,1734,836-663-14%$284.9K$219.1K-$65.8K2026-10-09
Joseph P. Lucia & Associates, LLC
UNCHANGED4,1554,15500%$245.3K$218.1K-$27.1K2026-10-30
Kuhn & Co Investment Counsel
NEW4,134—+4,134——$217.0K—2026-10-29
Signature Equity Partners, LLC
INCREASED4,1241,156+2,968+257%$68.1K$216.5K+$148.4K2026-10-29
Lakewood Asset Management LLC
UNCHANGED4,0274,02700%$237.3K$211.4K-$25.9K2026-10-26
Integrity Alliance, Llc.
NEW4,001—+4,001——$210.1K—2026-10-29
Ameliora Wealth Management Ltd.
UNCHANGED4,0004,00000%$235.5K$209.8K-$25.7K2026-10-23
Gamma Investing LLC
INCREASED3,9921,692+2,300+136%$99.7K$209.6K+$109.9K2026-10-08
Csenge Advisory Group
DECREASED3,9254,607-682-15%$271.4K$206.0K-$65.4K2026-11-04
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
NEW3,916—+3,916——$205.6K—2026-10-27
First National Trust Co
UNCHANGED3,8293,82900%$225.6K$201.0K-$24.6K2026-10-28
Security National Bank
UNCHANGED3,7903,79000%$223.3K$199.0K-$24.3K2026-10-26
Blue Bell Private Wealth Management, LLC
INCREASED3,5902,290+1,300+57%$134.9K$188.5K+$53.5K2026-10-29
Creative Financial Designs Inc
DECREASED2,8824,363-1,481-34%$257.1K$151.3K-$105.8K2026-11-04
Realta Investment Advisors
INCREASED2,5951,270+1,325+104%$74.8K$136.2K+$61.4K2026-10-14
Turtle Creek Wealth Advisors, LLC
UNCHANGED2,4502,45000%$144.4K$128.6K-$15.7K2026-10-15
Concord Wealth Partners
DECREASED2,4432,618-175-7%$154.3K$128.3K-$26.0K2026-11-02
Evolution Wealth Management Inc.
DECREASED2,4432,468-25-1%$145.4K$128.3K-$17.2K2026-10-28
Westside Investment Management, Inc.
UNCHANGED2,2052,20500%$129.9K$115.8K-$14.2K2026-11-02
Allspring Global Investments Holdings, LLC
DECREASED2,0823,926-1,844-47%$224.6K$112.1K-$112.5K2026-11-04
Tsfg, LLC
DECREASED2,0412,052-11-1%$121.0K$107.0K-$14.0K2026-10-23
Reicon Wealth Advisors, LLC
INCREASED2,0351,950+85+4%$114.9K$106.8K-$8.1K2026-11-04
Markowski Investments
INCREASED2,0001,750+250+14%$103.1K$105.0K+$1.9K2026-10-30
Triumph Capital Management
DECREASED1,9452,244-299-13%$132.2K$102.1K-$30.1K2026-10-14
Flagship Wealth Advisors, LLC
DECREASED1,8882,545-657-26%$150.0K$99.1K-$50.8K2026-11-03
Farmers & Merchants Investments Inc
UNCHANGED1,8841,88400%$111.0K$98.9K-$12.1K2026-10-22
SBI Securities Co., Ltd.
DECREASED1,6391,874-235-13%$110.4K$86.0K-$24.4K2026-10-22
Trust Co of Vermont
UNCHANGED1,6171,61700%$95.3K$84.9K-$10.4K2026-10-21
First United Bank & Trust
UNCHANGED1,5651,56500%$92.2K$82.2K-$10.0K2026-10-22
Jnba Financial Advisors
INCREASED1,2681,098+170+15%$64.7K$66.6K+$1.9K2026-11-03
Trust Co of Toledo NA
UNCHANGED1,2211,22100%$71.9K$64.1K-$7.8K2026-10-16
Elevation Wealth Partners, LLC
INCREASED1,2071,205+2+0%$71.0K$63.4K-$7.6K2026-10-07
Key FInancial Inc
INCREASED1,190891+299+34%$52.5K$62.5K+$10.0K2026-11-02
Larson Financial Group LLC
INCREASED1,039588+451+77%$34.6K$54.6K+$19.9K2026-11-05
Glass Jacobson Investment Advisors llc
UNCHANGED1,0071,00700%$59.3K$52.9K-$6.5K2026-10-26
Parkside Financial Bank & Trust
UNCHANGED1,0001,00000%$58.9K$52.5K-$6.4K2026-10-27
Axiom Investment Management LLC
DECREASED9911,056-65-6%$62.2K$52.0K-$10.2K2026-11-03
Main Street Group, LTD
UNCHANGED98498400%$58.0K$51.7K-$6.3K2026-10-28
Activest Wealth Management
UNCHANGED95195100%$56.0K$49.9K-$6.1K2026-10-15
Bank of New Hampshire
INCREASED936800+136+17%$47.1K$49.1K+$2.0K2026-10-06
Global Trust Asset Management, LLC
DECREASED9251,600-675-42%$94.3K$48.6K-$45.7K2026-10-19
Golden State Wealth Management, LLC
DECREASED8481,290-442-34%$76.0K$44.6K-$31.5K2026-11-02
Wilmington Savings Fund Society, FSB
UNCHANGED80080000%$47.1K$42.0K-$5.1K2026-10-23
Bayban
UNCHANGED78778700%$46.4K$46.4K$02026-11-05
Hanson & Doremus Investment Management
INCREASED782537+245+46%$32$41.0K+$41.0K2026-10-16
Sunrise Financial Services, LLC
UNCHANGED75975900%$44.7K$39.8K-$4.9K2026-10-21
NBH Bank
UNCHANGED75075000%$44.2K$39.4K-$4.8K2026-11-05
Salomon & Ludwin, LLC
UNCHANGED74474400%$42.9K$39.1K-$3.9K2026-10-29
Rydar Equities, Inc.
NEW732—+732——$39.0K—2026-10-13
Kingdom Financial Group Llc.
NEW722—+722——$37.9K—2026-11-04
Pinnacle Wealth Planning Services, Inc.
UNCHANGED71771700%$42.2K$37.6K-$4.6K2026-10-27
Latitude Advisors, LLC
NEW701—+701——$36.8K—2026-10-27
Archer Investment Corp
UNCHANGED69369300%$40.8K$36.4K-$4.4K2026-11-05
Cape Investment Advisory, Inc.
DECREASED682707-25-4%$41.7K$35.8K-$5.9K2026-10-13
Hurley Capital, LLC
INCREASED619618+1+0%$36.4K$32.5K-$3.9K2026-11-05
Caldwell Trust Co
UNCHANGED60060000%$35.4K$31.5K-$3.9K2026-10-30
Root Financial Partners, LLC
NEW515—+515——$27.0K—2026-10-21
Nfsg Corp
UNCHANGED48648600%$28.6K$25.5K-$3.1K2026-10-15
Compass Financial Management LLC
UNCHANGED47247200%$27.7K$24.8K-$2.9K2026-10-30
Beacon Investment Advisory Services, Inc.
UNCHANGED47047000%$27.7K$24.7K-$3.0K2026-10-13
SJS Investment Consulting Inc.
UNCHANGED46646600%$27.5K$24.5K-$3.0K2026-10-26
Chilton Capital Management LLC
UNCHANGED45045000%$26.5K$23.6K-$2.9K2026-10-28
Pacific Center for Financial Services
INCREASED449448+1+0%$26.4K$23.6K-$2.8K2026-10-15
Balance Wealth Partners LLC
NEW407—+407——$21.3K—2026-10-27
Yankcom Partnership
INCREASED374226+148+65%$13.3K$19.6K+$6.3K2026-10-15
Comprehensive Financial Planning, Inc.
INCREASED359348+11+3%$20.5K$18.9K-$1.6K2026-10-27
Monetary Solutions, Ltd
UNCHANGED35735700%$21.0K$18.7K-$2.3K2026-10-22
Asset Dedication, LLC
INCREASED346203+143+70%$12.0K$18.2K+$6.2K2026-11-03
DeDora Capital, Inc.
NEW314—+314——$16.5K—2026-10-26
Arlington Trust Co LLC
UNCHANGED25025000%$14.7K$13.1K-$1.6K2026-10-20
Silver Grove Financial Group, Inc.
INCREASED249120+129+108%$7.1K$13.1K+$6.0K2026-11-05
Signaturefd, LLC
UNCHANGED23523500%$13.8K$12.4K-$1.5K2026-10-23
Acumen Wealth Advisors, LLC
UNCHANGED22722700%$13.4K$11.9K-$1.5K2026-11-05
Birchbrook, Inc.
UNCHANGED21521500%$12.7K$11.3K-$1.4K2026-10-14
Nova Financial LLC
NEW213—+213——$11.2K—2026-11-04
DecisionPoint Financial, LLC
UNCHANGED20620600%$11.9K$10.9K-$9572026-10-27
Pinnacle Bancorp, Inc.
UNCHANGED20320300%$12.0K$10.7K-$1.3K2026-10-21
Murphy & Mullick Capital Management Corp
UNCHANGED20020000%$11.8K$10.5K-$1.3K2026-11-02
Accordant Advisory Group Inc
UNCHANGED19919900%$11.7K$10.4K-$1.3K2026-10-29
Nemes Rush Group LLC
UNCHANGED18218200%$10.7K$9.6K-$1.1K2026-11-04
Gilpin Wealth Management, LLC
DECREASED162262-100-38%$15.4K$8.5K-$6.9K2026-10-09
RMG Wealth Management LLC
UNCHANGED15515500%$9.1K$8.0K-$1.0K2026-10-26
Byrne Asset Management LLC
UNCHANGED15015000%$8.8K$8.0K-$8682026-10-06
CoreCap Advisors, LLC
DECREASED144248-104-42%$14.6K$7.6K-$7.0K2026-10-08
Avion Wealth
UNCHANGED14414400%$8$7-$12026-11-04
Rossby Financial, LCC
INCREASED13868+70+103%$4.0K$7.2K+$3.2K2026-11-05
Armstrong Advisory Group, Inc
INCREASED11495+19+20%$5.6K$6.0K+$3872026-10-09
Clayton Financial Group LLC
NEW92—+92——$4.8K—2026-10-13
Hilton Head Capital Partners, LLC
UNCHANGED888800%$5.2K$4.6K-$5652026-10-23
High Note Wealth, LLC
UNCHANGED808000%$4.7K$4.2K-$5142026-10-27
Aspect Partners, LLC
UNCHANGED767600%$4.5K$4.0K-$4882026-10-20
Ascentis Wealth Management, LLC
NEW72—+72——$3.8K—2026-11-03
Barrett & Company, Inc.
UNCHANGED636300%$3.7K$3.3K-$4042026-10-22
Olistico Wealth, LLC
NEW53—+53——$2.8K—2026-10-05
Financial Consulate, Inc
UNCHANGED535300%$3.1K$2.8K-$3402026-10-23
Pflug Koory, LLC
UNCHANGED505000%$2.9K$2.6K-$3212026-10-26
Provenance Wealth Advisors, LLC
NEW48—+48——$2.5K—2026-10-30
Plante Moran Financial Advisors, LLC
NEW47—+47——$2.5K—2026-11-04
Duncker Streett & Co Inc
INCREASED4643+3+7%$2.5K$2.4K-$1192026-10-27
American National Bank & Trust
UNCHANGED444400%$2.6K$2.3K-$2822026-10-07
Toth Financial Advisory Corp
UNCHANGED303000%$1.8K$1.6K-$1932026-10-08
Abound Wealth Management
NEW29—+29——$1.5K—2026-10-26
TFC Financial Management, Inc.
NEW23—+23——$1.2K—2026-10-26
Evermay Wealth Management LLC
UNCHANGED232300%$1.4K$1.2K-$1482026-11-05
Biltmore Family Office, LLC
NEW22—+22——$1.2K—2026-11-03
Newton One Investments LLC
NEW19—+19——$998—2026-10-14
Mechanics Financial Corp
UNCHANGED151500%$884$788-$962026-11-05
Signature Resources Capital Management, LLC
UNCHANGED8800%$471$420-$512026-10-16
Rakuten Securities, Inc.
NEW7—+7——$368—2026-11-02
Beacon Capital Management, Inc.
UNCHANGED1100%$47$42-$52026-10-13
Verity Asset Management, Inc.
CLOSED040,492-40,492-100%$2.4M$0-$2.4M2026-10-30
Lifestyle Asset Management, Inc.
CLOSED016,274-16,274-100%$958.9K$0-$958.9K2026-10-20
GFS Advisors, LLC
CLOSED013,960-13,960-100%$123.7K$0-$123.7K2026-11-03
Blue Jean Financial LLC
CLOSED013,399-13,399-100%$789.5K$0-$789.5K2026-10-20
Sanchez Gaunt Capital Management, LLC
CLOSED012,397-12,397-100%$730.4K$0-$730.4K2026-11-03
Primoris Wealth Advisors, LLC
CLOSED012,000-12,000-100%$707.0K$0-$707.0K2026-10-28
Wellington Shields Capital Management, LLC
CLOSED011,125-11,125-100%$655.5K$0-$655.5K2026-11-03
South Shore Capital Advisors
CLOSED08,000-8,000-100%$471.4K$0-$471.4K2026-10-20
Y-Intercept (Hong Kong) Ltd
CLOSED05,269-5,269-100%$310.4K$0-$310.4K2026-10-16
Ameraudi Asset Management, Inc.
CLOSED04,278-4,278-100%$252.1K$0-$252.1K2026-11-05
DSG Capital Advisors, LLC
CLOSED03,838-3,838-100%$217.7K$0-$217.7K2026-11-05
Beacon Hill Wealth Management Ltd.
CLOSED03,800-3,800-100%$223.9K$0-$223.9K2026-10-21
Garde Capital, Inc.
CLOSED03,800-3,800-100%$223.9K$0-$223.9K2026-10-29
Midland Wealth Advisors, LLC
CLOSED03,782-3,782-100%$222.8K$0-$222.8K2026-10-26
Parkway Wealth Management Group, LLC
CLOSED03,715-3,715-100%$218.9K$0-$218.9K2026-10-20
Premier Path Wealth Partners, LLC
CLOSED03,712-3,712-100%$218.7K$0-$218.7K2026-10-16
Uptick Partners, LLC
CLOSED03,700-3,700-100%$218.0K$0-$218.0K2026-11-04
Balboa Wealth Partners
CLOSED03,665-3,665-100%$215.9K$0-$215.9K2026-10-20
Sentinel Pension Advisors, LLC
CLOSED03,657-3,657-100%$205.9K$0-$205.9K2026-11-02
Peoples Bank
CLOSED03,655-3,655-100%$215.4K$0-$215.4K2026-10-09
Griffin Asset Management, Inc.
CLOSED03,639-3,639-100%$214.4K$0-$214.4K2026-10-22
Merkkuri Wealth Advisors LLC
CLOSED03,625-3,625-100%$213.6K$0-$213.6K2026-11-03
Ramsay, Stattman, Vela & Price, Inc.
CLOSED03,620-3,620-100%$213.3K$0-$213.3K2026-10-19
Sierra Ocean, LLC
CLOSED03,510-3,510-100%$206.8K$0-$206.8K2026-11-03
Plan Group Financial, LLC
CLOSED03,488-3,488-100%$205.5K$0-$205.5K2026-10-22
Lewis Asset Management, LLC
CLOSED03,475-3,475-100%$204.7K$0-$204.7K2026-10-14
Summit Wealth Group LLC / Co
CLOSED03,403-3,403-100%$200.5K$0-$200.5K2026-10-29
IPG Investment Advisors LLC
CLOSED03,397-3,397-100%$200.5K$0-$200.5K2026-10-30
AdvisorNet Financial, Inc
CLOSED02,250-2,250-100%$132.6K$0-$132.6K2026-10-15
Solstein Capital, LLC
CLOSED01,005-1,005-100%$59.2K$0-$59.2K2026-11-02
Vermillion Wealth Management, Inc.
CLOSED0776-776-100%$45.7K$0-$45.7K2026-10-26
NBT Bank, N.A.
CLOSED0570-570-100%$33.6K$0-$33.6K2026-10-21
MCF Advisors LLC
CLOSED0420-420-100%$24.8K$0-$24.8K2026-10-28
Gen-Wealth Partners Inc
CLOSED0271-271-100%$16.0K$0-$16.0K2026-11-04
Cornerstone Planning Group LLC
CLOSED0206-206-100%$11.7K$0-$11.7K2026-10-16
Highline Wealth Partners LLC
CLOSED0200-200-100%$11.8K$0-$11.8K2026-10-19
Salem Investment Counselors Inc
CLOSED0189-189-100%$11.2K$0-$11.2K2026-10-13
Farmers & Merchants Trust Co of Chambersburg PA
CLOSED0140-140-100%$8$0-$82026-10-14
Cassaday & Co Wealth Management LLC
CLOSED0119-119-100%$7.0K$0-$7.0K2026-10-27
LifeSteps Financial, Inc.
CLOSED070-70-100%$4.1K$0-$4.1K2026-10-15
Bank of America Corp
N/A—25,173,381-25,173,381-100%$1.5B———
Bank of Montreal
N/A—24,488,508-24,488,508-100%$1.4B———
Morgan Stanley
N/A—11,645,278-11,645,278-100%$686.1M———
LPL Financial LLC
N/A—9,616,218-9,616,218-100%$566.6M———
Envestnet Asset Management Inc
N/A—5,089,117-5,089,117-100%$299.9M———
JPMorgan Chase & Co
N/A—4,495,049-4,495,049-100%$263.4M———
CIBC Bancorp USA Inc.
N/A—4,214,610-4,214,610-100%$248.1M———
Wells Fargo & Company
N/A—3,597,436-3,597,436-100%$212.0M———
Focus Partners Wealth
N/A—3,061,202-3,061,202-100%$180.4M———
RiverFront Investment Group, LLC
N/A—2,722,598-2,722,598-100%$160.4M———
UBS Group AG
N/A—2,365,466-2,365,466-100%$139.4M———
Osaic Holdings, Inc.
N/A—2,228,495-2,228,495-100%$131.3M———
Royal Bank of Canada
N/A—1,969,091-1,969,091-100%$116.0M———
Waddell & Associates, LLC
N/A—1,964,140-1,964,140-100%$115.7M———
Clal Insurance Enterprises Holdings Ltd
N/A—1,871,750-1,871,750-100%$110.3M———
Raymond James Financial Inc
N/A—1,861,776-1,861,776-100%$109.7M———
Northwestern Mutual Wealth Management Co
N/A—1,856,098-1,856,098-100%$109.4M———
Cetera Investment Advisers
N/A—1,699,405-1,699,405-100%$100.1M———
Ameriprise Financial Inc
N/A—1,406,849-1,406,849-100%$82.9M———
Treasurer of the State of North Carolina
N/A—904,346-904,346-100%$53.3M———
Mariner, LLC
N/A—878,989-878,989-100%$51.8M———
HighTower Advisors, LLC
N/A—871,355-871,355-100%$51.3M———
MML Investors Services, LLC
N/A—844,313-844,313-100%$49.7M———
Van Eck Associates Corp
N/A—782,638-782,638-100%$46.1M———
EP Wealth Advisors, LLC
N/A—743,811-743,811-100%$43.8M———
Composition Wealth, LLC
N/A—728,078-728,078-100%$42.9M———
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A—647,770-647,770-100%$38.2M———
Destination Wealth Management
N/A—621,076-621,076-100%$36.6M———
Pacific Life Fund Advisors LLC
N/A—594,414-594,414-100%$35.0M———
Great Valley Advisor Group, Inc.
N/A—577,813-577,813-100%$34.0M———
Rockefeller Capital Management L.P.
N/A—570,265-570,265-100%$33.6M———
Stifel Financial Corp
N/A—501,911-501,911-100%$29.6M———
Steward Partners Investment Advisory, LLC
N/A—493,294-493,294-100%$29.1M———
Ameritas Advisory Services, LLC
N/A—472,633-472,633-100%$27.8M———
Janney Montgomery Scott LLC
N/A—470,344-470,344-100%$27.7M———
Equitable Holdings, Inc.
N/A—449,071-449,071-100%$26.5M———
Jones Financial Companies Lllp
N/A—397,534-397,534-100%$23.4M———
360 Financial, Inc.
N/A—374,735-374,735-100%$22.1M———
Private Advisor Group, LLC
N/A—320,363-320,363-100%$18.9M———
Blair William & Co
N/A—316,206-316,206-100%$18.6M———
Tidal Investments LLC
N/A—312,551-312,551-100%$18.4M———
CIBC World Market Inc.
N/A—265,157-265,157-100%$15.6M———
MAI Capital Management
N/A—246,013-246,013-100%$14.5M———
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A—229,190-229,190-100%$13.5M———
Symphony Financial Services, Inc.
N/A—217,871-217,871-100%$12.8M———
Rothschild Investment LLC
N/A—214,811-214,811-100%$12.7M———
Adapt Wealth Advisors, LLC
N/A—210,835-210,835-100%$12.4M———
Chicago Wealth Management, Inc.
N/A—200,760-200,760-100%$11.8M———
Stratos Wealth Partners, Ltd.
N/A—199,180-199,180-100%$11.7M———
National Philanthropic Trust
N/A—192,783-192,783-100%$11.4M———
Mercer Global Advisors Inc
N/A—181,068-181,068-100%$10.7M———
Ogorek Anthony Joseph
N/A—167,987-167,987-100%$9.9M———
Cascade Financial Partners, LLC
N/A—167,112-167,112-100%$9.8M———
Aptus Capital Advisors, LLC
N/A—166,066-166,066-100%$9.8M———
IHT Wealth Management, LLC
N/A—164,041-164,041-100%$9.7M———
&partners
N/A—150,459-150,459-100%$8.9M———
Sanctuary Advisors, LLC
N/A—147,572-147,572-100%$8.7M———
Ameritas Investment Partners, Inc.
N/A—143,226-143,226-100%$8.4M———
Ausdal Financial Partners, Inc.
N/A—141,738-141,738-100%$8.4M———
Copley Financial Group, Inc.
N/A—135,421-135,421-100%$8.0M———
WCG Wealth Advisors LLC
N/A—131,020-131,020-100%$7.7M———
Phoenix Financial Ltd.
N/A—131,000-131,000-100%$7.7M———
NewEdge Advisors, LLC
N/A—129,111-129,111-100%$7.6M———
Snowden Capital Advisors LLC
N/A—127,441-127,441-100%$7.5M———
Retirement Planning Group, LLC / NY
N/A—120,474-120,474-100%$7.1M———
Aspire Capital Advisors LLC
N/A—119,828-119,828-100%$7.1M———
Castle Wealth Management LLC
N/A—117,147-117,147-100%$6.9M———
Bank Hapoalim BM
N/A—115,725-115,725-100%$6.8M———
Harbour Investments, Inc.
N/A—114,046-114,046-100%$6.7M———
Kingsview Wealth Management, LLC
N/A—105,470-105,470-100%$6.2M———
PNC Financial Services Group, Inc.
N/A—104,767-104,767-100%$6.2M———
Provident Co of the Employees of the Hebrew University LTD
N/A—103,955-103,955-100%$6.1M———
National Bank of Canada
N/A—100,409-100,409-100%$5.9M———
Allworth Financial LP
N/A—99,925-99,925-100%$5.9M———
PMG Wealth Management, Inc.
N/A—98,567-98,567-100%$5.8M———
Goldman Sachs Group Inc
N/A—98,464-98,464-100%$5.8M———
Northern Trust Corp
N/A—93,647-93,647-100%$5.5M———
FMR LLC
N/A—92,965-92,965-100%$5.5M———
Stamos Capital Partners, L.P.
N/A—91,892-91,892-100%$5.4M———
Vectors Research Management, LLC
N/A—90,821-90,821-100%$5.4M———
Bank of the Bluegrass & Trust Co.
N/A—89,057-89,057-100%$4.7M———
Clark Capital Management Group, Inc.
N/A—87,772-87,772-100%$5.2M———
AQR Capital Management LLC
N/A—86,536-86,536-100%$5.1M———
Merit Financial Group, LLC
N/A—82,494-82,494-100%$4.9M———
EFG International AG
N/A—82,000-82,000-100%$4.8M———
Madison Asset Management, LLC
N/A—81,210-81,210-100%$4.8M———
Russell Investments Group, Ltd.
N/A—80,387-80,387-100%$4.7M———
Bleakley Financial Group, LLC
N/A—78,726-78,726-100%$4.6M———
Integrated Wealth Concepts LLC
N/A—75,832-75,832-100%$4.5M———
Alaska Permanent Capital Management, LLC
N/A—73,952-73,952-100%$4.4M———
Oxford Wealth Group, LLC
N/A—73,639-73,639-100%$4.3M———
Wealthfront Advisers LLC
N/A—73,087-73,087-100%$4.3M———
Banque Transatlantique SA
N/A—72,530-72,530-100%$4.3M———
Austin Wealth Management, LLC
N/A—71,734-71,734-100%$4.0M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—71,536-71,536-100%$4.2M———
Geneos Wealth Management Inc.
N/A—70,970-70,970-100%$4.2M———
Paladin Advisory Group, LLC
N/A—70,891-70,891-100%$4.2M———
Insigneo Advisory Services, LLC
N/A—70,524-70,524-100%$4.2M———
Tudor Investment Corp ET AL
N/A—68,816-68,816-100%$4.1M———
Private Wealth Advisors, LLC
N/A—68,336-68,336-100%$4.0M———
Summit Trail Advisors, LLC
N/A—65,521-65,521-100%$3.9M———
HSBC Holdings PLC
N/A—65,179-65,179-100%$3.8M———
Cary Street Partners Financial LLC
N/A—64,804-64,804-100%$3.8M———
Conservest Capital Advisors, Inc.
N/A—64,173-64,173-100%$3.8M———
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
N/A—62,840-62,840-100%$3.7M———
NorthRock Partners, LLC
N/A—62,520-62,520-100%$3.7M———
Baird Financial Group, Inc.
N/A—62,115-62,115-100%$3.7M———
Summit Financial, LLC
N/A—61,621-61,621-100%$3.6M———
Byrne Financial Freedom, LLC
N/A—58,780-58,780-100%$3.5M———
Western Wealth Management, LLC
N/A—57,134-57,134-100%$3.4M———
World Investment Advisors
N/A—54,670-54,670-100%$2.9M———
Kovack Advisors, Inc.
N/A—53,677-53,677-100%$3.2M———
Renaissance Technologies LLC
N/A—53,400-53,400-100%$3.1M———
Measured Wealth Private Client Group, LLC
N/A—52,983-52,983-100%$3.1M———
Steelhead Wealth Management LLC
N/A—52,699-52,699-100%$3.1M———
Main Street Financial Solutions, LLC
N/A—52,416-52,416-100%$3.1M———
CreativeOne Wealth, LLC
N/A—52,412-52,412-100%$3.1M———
Nvest Financial, LLC
N/A—51,223-51,223-100%$3.0M———
Focus Partners Advisor Solutions, LLC
N/A—49,445-49,445-100%$2.9M———
Federation des caisses Desjardins du Quebec
N/A—48,946-48,946-100%$2.9M———
Norris Financial Group, LLC
N/A—47,491-47,491-100%$2.8M———
Level Four Advisory Services, LLC
N/A—47,127-47,127-100%$2.8M———
Principal Securities, Inc.
N/A—46,685-46,685-100%$2.8M———
Maridea Wealth Management LLC
N/A—46,500-46,500-100%$2.7M———
Owen LaRue, LLC
N/A—45,515-45,515-100%$2.7M———
Arax Advisory Partners
N/A—42,982-42,982-100%$2.5M———
Marshall Investment Management, LLC
N/A—42,268-42,268-100%$2.5M———
Benjamin Edwards Inc
N/A—42,102-42,102-100%$2.5M———
Arkadios Wealth Advisors
N/A—41,799-41,799-100%$2.5M———
PCG Wealth Advisors, LLC
N/A—41,346-41,346-100%$2.4M———
Veridan Wealth LLC
N/A—40,879-40,879-100%$2.4M———
Beacon Pointe Advisors, LLC
N/A—39,299-39,299-100%$2.3M———
Foundations Investment Advisors, LLC
N/A—38,802-38,802-100%$2.3M———
Mutual Advisors, LLC
N/A—38,299-38,299-100%$2.3M———
Ciovacco Capital Management LLC
N/A—36,178-36,178-100%$2.1M———
Moneta Group Investment Advisors LLC
N/A—35,610-35,610-100%$2.1M———
Empowered Funds, LLC
N/A—35,503-35,503-100%$2.1M———
Natixis Advisors, LLC
N/A—34,488-34,488-100%$2.0M———
Highview Capital Management LLC
N/A—32,818-32,818-100%$1.9M———
O'rourke & Company, Inc
N/A—32,091-32,091-100%$1.9M———
Simmons Bank
N/A—31,572-31,572-100%$1.9M———
Transamerica Financial Advisors, LLC
N/A—31,167-31,167-100%$1.8M———
Copia Wealth Management
N/A—30,818-30,818-100%$1.8M———
Ballentine Partners, LLC
N/A—30,548-30,548-100%$1.8M———
Financial Freedom, LLC
N/A—29,934-29,934-100%$1.8M———
Purpose Unlimited Inc.
N/A—29,834-29,834-100%$1.8M———
Trivium Point Advisory, LLC
N/A—29,288-29,288-100%$1.7M———
CVA Family Office, LLC
N/A—28,941-28,941-100%$1.7M———
Comprehensive Money Management Services LLC
N/A—28,834-28,834-100%$1.7M———
Seaview Investment Managers LLC
N/A—28,442-28,442-100%$1.7M———
Sonoma Allocations LLC
N/A—28,422-28,422-100%$1.7M———
NewEdge Wealth, LLC
N/A—27,428-27,428-100%$1.6M———
O'shaughnessy Asset Management, LLC
N/A—27,426-27,426-100%$1.6M———
BlackRock, Inc.
N/A—27,304-27,304-100%$1.6M———
Kickstand Ventures, Llc.
N/A—27,259-27,259-100%$1.6M———
LRI Investments, LLC
N/A—26,392-26,392-100%$1.6M———
Uniting Wealth Partners, LLC
N/A—26,364-26,364-100%$1.6M———
Keystone Financial Group
N/A—25,711-25,711-100%$1.5M———
Captrust Financial Advisors
N/A—25,630-25,630-100%$1.5M———
Intrepid Financial Planning Group LLC
N/A—25,606-25,606-100%$1.5M———
Leavell Investment Management, Inc.
N/A—25,565-25,565-100%$1.5M———
Quantinno Capital Management LP
N/A—25,236-25,236-100%$1.5M———
Invst, LLC
N/A—25,131-25,131-100%$1.5M———
Rothschild Capital Partners, LLC
N/A—24,353-24,353-100%$1.4M———
Nwam LLC
N/A—23,852-23,852-100%$1.4M———
Cresset Asset Management, LLC
N/A—23,767-23,767-100%$1.4M———
Gotham Asset Management, LLC
N/A—22,484-22,484-100%$1.3M———
Alaska Wealth Advisors, LLC
N/A—22,323-22,323-100%$1.3M———
Bard Associates Inc
N/A—21,996-21,996-100%$1.3M———
Perennial Investment Advisors, LLC
N/A—21,965-21,965-100%$1.3M———
Migdal Insurance & Financial Holdings Ltd.
N/A—21,230-21,230-100%$1.3M———
Gladstone Institutional Advisory LLC
N/A—20,878-20,878-100%$1.2M———
Quantum Portfolio Management LLC
N/A—20,835-20,835-100%$1.2M———
Essex Financial Services, Inc.
N/A—20,368-20,368-100%$1.2M———
Centaurus Financial, Inc.
N/A—20,174-20,174-100%$1.2M———
Smith, Moore & Co.
N/A—19,755-19,755-100%$1.2M———
Advisory Services Network, LLC
N/A—19,472-19,472-100%$1.1M———
Brown Advisory Inc
N/A—19,386-19,386-100%$1.1M———
Wealthspire Advisors, LLC
N/A—19,283-19,283-100%$1.1M———
Greenline Wealth Management LLC
N/A—18,856-18,856-100%$1.1M———
Valued Retirements, Inc.
N/A—18,065-18,065-100%$1.1M———
Bridges Investment Management Inc
N/A—17,939-17,939-100%$1.1M———
Wealthspire Retirement, LLC
N/A—17,847-17,847-100%$1.1M———
HighPoint Advisor Group LLC
N/A—17,010-17,010-100%$1.0M———
OneDigital Investment Advisors LLC
N/A—16,849-16,849-100%$992.7K———
Sierra Capital LLC
N/A—16,392-16,392-100%$965.8K———
SlateStone Wealth, LLC
N/A—16,141-16,141-100%$951.0K———
Sequoia Financial Advisors, LLC
N/A—15,861-15,861-100%$934.5K———
Savant Capital, LLC
N/A—15,812-15,812-100%$931.6K———
Pathstone Holdings, LLC
N/A—15,484-15,484-100%$912.3K———
Pinnacle Financial Partners, Inc.
N/A—15,197-15,197-100%$895.4K———
Modern Wealth Management, LLC
N/A—15,179-15,179-100%$894.3K———
Ascent Advisors, LLC
N/A—15,128-15,128-100%$872.6K———
Trustmark Bank Trust Department
N/A—14,914-14,914-100%$878.7K———
Fort Point Capital Partners LLC
N/A—14,502-14,502-100%$855.9K———
Global Retirement Partners, LLC
N/A—14,098-14,098-100%$830.7K———
IFG Advisory, LLC
N/A—14,037-14,037-100%$827.1K———
Stephens Inc
N/A—14,002-14,002-100%$825.0K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—13,917-13,917-100%$821.4K———
Orion Porfolio Solutions, LLC
N/A—13,480-13,480-100%$794.2K———
Quadrature Capital Ltd
N/A—13,189-13,189-100%$777.1K———
Atlanta Consulting Group Advisors, LLC
N/A—12,771-12,771-100%$753.8K———
Johnson Investment Counsel Inc
N/A—12,402-12,402-100%$730.7K———
Ancora Advisors LLCA
N/A—12,138-12,138-100%$715.2K———
Okabena Investment Services Inc
N/A—12,000-12,000-100%$707.0K———
NorthCoast Asset Management LLC
N/A—11,902-11,902-100%$701.3K———
Envestnet Portfolio Solutions, Inc.
N/A—11,723-11,723-100%$690.7K———
Core Wealth Advisors, Inc.
N/A—11,712-11,712-100%$690.1K———
AMJ Financial Wealth Management
N/A—11,636-11,636-100%$591.2K———
BNP Paribas Financial Markets
N/A—11,533-11,533-100%$679.5K———
Capital Analysts, LLC
N/A—11,461-11,461-100%$662.0K———
Tradition Wealth Management, LLC
N/A—11,417-11,417-100%$672.7K———
Marshall Financial Group, LLC
N/A—11,370-11,370-100%$669.9K———
Pine Valley Investments Ltd Liability Co
N/A—11,338-11,338-100%$668.9K———
Brown Brothers Harriman & Co
N/A—11,279-11,279-100%$664.6K———
UBS Asset Management Americas LLC
N/A—10,982-10,982-100%$647.1K———
Hilltop Holdings Inc.
N/A—10,902-10,902-100%$642.3K———
Alteri Wealth LLC
N/A—10,761-10,761-100%$634.1K———
Barometer Capital Management Inc.
N/A—10,600-10,600-100%$624.6K———
Marshall Wace, LLP
N/A—10,600-10,600-100%$624.6K———
Sumitomo Mitsui Financial Group, Inc.
N/A—10,577-10,577-100%$622.7K———
Kintra Wealth, LLC
N/A—10,332-10,332-100%$602.5K———
Laffer Tengler Investments, Inc.
N/A—10,000-10,000-100%$589.2K———
Valmark Advisers, Inc.
N/A—9,534-9,534-100%$561.7K———
Alpha Financial Partners LLC
N/A—9,382-9,382-100%$552.8K———
Cerity Partners LLC
N/A—9,378-9,378-100%$552.6K———
Vestcor Inc
N/A—9,170-9,170-100%$540.0K———
Werba Rubin Papier Wealth Management
N/A—9,166-9,166-100%$540.1K———
Clear Street Group Inc.
N/A—9,010-9,010-100%$530.9K———
Advisors Preferred, LLC
N/A—9,000-9,000-100%$514.4K———
Bluespring Wealth Management, LLC
N/A—8,988-8,988-100%$529.6K———
Caprock Group, LLC
N/A—8,969-8,969-100%$529.4K———
Petra Financial Advisors Inc
N/A—8,866-8,866-100%$522.4K———
Waverly Advisors, LLC
N/A—8,350-8,350-100%$492.0K———
Scotia Capital Inc.
N/A—8,309-8,309-100%$489.6K———
Wealthspan Partners, LLC
N/A—8,138-8,138-100%$479.5K———
Entelevest, LLC
N/A—8,054-8,054-100%$474.5K———
Eaton Financial Holdings Company, LLC
N/A—8,024-8,024-100%$472.8K———
Index Technologies Group LLC
N/A—7,978-7,978-100%$470.1K———
OakTrust Wealth Advisors, LLC
N/A—7,895-7,895-100%$465.2K———
Susquehanna International Group, LLP
N/A—7,872-7,872-100%$463.8K———
Crewe Advisors LLC
N/A—7,864-7,864-100%$463.3K———
SHP Wealth Management
N/A—7,843-7,843-100%$462.1K———
Guardian Capital, LLC
N/A—7,500-7,500-100%$441.9K———
Whittier Trust Co
N/A—7,500-7,500-100%$433.7K———
Advyzon Investment Management, LLC
N/A—7,320-7,320-100%$431.3K———
Menora Mivtachim Holdings Ltd.
N/A—7,275-7,275-100%$428.6K———
Legacy Edge Advisors, LLC
N/A—7,175-7,175-100%$422.8K———
Port Capital LLC
N/A—7,135-7,135-100%$420.4K———
Planning Directions Inc
N/A—6,992-6,992-100%$412.0K———
Neuberger Berman Group LLC
N/A—6,918-6,918-100%$407.6K———
Transcend Capital Advisors, LLC
N/A—6,908-6,908-100%$407.0K———
ProVise Management Group, LLC
N/A—6,789-6,789-100%$400.0K———
Belpointe Asset Management LLC
N/A—6,748-6,748-100%$397.6K———
Fortis Capital Advisors, LLC
N/A—6,748-6,748-100%$397.6K———
Cheviot Value Management, LLC
N/A—6,500-6,500-100%$383.0K———
Lakeridge Wealth Management LLC
N/A—6,457-6,457-100%$380.4K———
Silver OAK Securities, Incorporated
N/A—6,438-6,438-100%$379.4K———
FAS Wealth Partners, Inc.
N/A—6,324-6,324-100%$372.6K———
PFG Investments, LLC
N/A—6,289-6,289-100%$370.6K———
Barnes Wealth Management Group, Inc
N/A—6,171-6,171-100%$363.6K———
Jane Street Group, LLC
N/A—6,104-6,104-100%$359.6K———
Independent Advisor Alliance
N/A—6,063-6,063-100%$357.2K———
Gateway Wealth Partners, LLC
N/A—5,957-5,957-100%$351.0K———
Berger Financial Group, Inc
N/A—5,889-5,889-100%$347.0K———
GWN Securities Inc.
N/A—5,880-5,880-100%$346.4K———
Warner Financial, Inc
N/A—5,843-5,843-100%$344.3K———
BFC Planning, Inc.
N/A—5,706-5,706-100%$336.2K———
Moors & Cabot, Inc.
N/A—5,626-5,626-100%$331.5K———
Savvy Advisors, Inc.
N/A—5,623-5,623-100%$331.3K———
Whittier Trust Co of Nevada Inc
N/A—5,613-5,613-100%$316.8K———
Fund Advisors of America Inc
N/A—5,512-5,512-100%$324.8K———
Twin Focus Capital Partners, LLC
N/A—5,410-5,410-100%$318.8K———
Icon Wealth Advisors, LLC
N/A—5,192-5,192-100%$305.9K———
Kilter Group LLC
N/A—5,170-5,170-100%$304.6K———
AE Wealth Management LLC
N/A—5,156-5,156-100%$303.8K———
Stratos Investment Management, LLC
N/A—5,135-5,135-100%$302.6K———
Integrity Wealth Solutions LLC
N/A—5,028-5,028-100%$296.2K———
Advisors Capital Management, LLC
N/A—5,012-5,012-100%$295.3K———
NCM Capital Management, LLC
N/A—5,006-5,006-100%$294.9K———
Texas Yale Capital Corp.
N/A—5,000-5,000-100%$294.6K———
Colonial Trust Co / SC
N/A—5,000-5,000-100%$294.6K———
Holderness Investments Co
N/A—4,869-4,869-100%$286.9K———
Navis Wealth Advisors, LLC
N/A—4,846-4,846-100%$285.5K———
Fisher Asset Management, LLC
N/A—4,844-4,844-100%$285.4K———
Astoria Portfolio Advisors Llc.
N/A—4,767-4,767-100%$280.9K———
Keel Point, LLC
N/A—4,713-4,713-100%$277.7K———
Pure Financial Advisors, LLC
N/A—4,693-4,693-100%$276.5K———
Stonebridge Financial Planning Group, LLC
N/A—4,669-4,669-100%$275.1K———
Sovereign Financial Group, Inc.
N/A—4,594-4,594-100%$270.7K———
First Manhattan Co. Llc.
N/A—4,500-4,500-100%$265.6K———
Clearstead Advisors, LLC
N/A—4,382-4,382-100%$258.2K———
Rollins Financial Advisors, LLC
N/A—4,336-4,336-100%$255.5K———
Edmond de Rothschild Holding S.A.
N/A—4,250-4,250-100%$250.4K———
Gentry Private Wealth, LLC
N/A—4,224-4,224-100%$248.9K———
GeoWealth Management, LLC
N/A—4,188-4,188-100%$246.8K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—4,070-4,070-100%$239.8K———
Everstar Asset Management, LLC
N/A—4,060-4,060-100%$239.2K———
Fortress Private Ledger, LLC
N/A—4,031-4,031-100%$237.5K———
Boreal Capital Management LLC
N/A—4,000-4,000-100%$236.1K———
GenTrust, LLC
N/A—3,893-3,893-100%$229.8K———
Madison Wealth Partners, Inc
N/A—3,845-3,845-100%$226.6K———
Axis Wealth Partners, LLC
N/A—3,817-3,817-100%$224.9K———
FWL Investment Management, LLC
N/A—3,769-3,769-100%$222.1K———
Jackson, Grant Investment Advisers, Inc.
N/A—3,750-3,750-100%$221.0K———
Stratos Wealth Advisors, LLC
N/A—3,690-3,690-100%$217.4K———
Pgim Custom Harvest LLC
N/A—3,665-3,665-100%$215.9K———
Ethos Financial Group, LLC
N/A—3,651-3,651-100%$200.8K———
Intellectus Partners, LLC
N/A—3,621-3,621-100%$213.7K———
Yarger Wealth Strategies, LLC
N/A—3,596-3,596-100%$203.8K———
Three Cord True Wealth Management, LLC
N/A—3,568-3,568-100%$210.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—3,535-3,535-100%$208.3K———
Prelude Capital Management, LLC
N/A—3,490-3,490-100%$205.6K———
Commerce Bank
N/A—3,434-3,434-100%$202.3K———
Spartan Wealth Advisory Services LLC
N/A—3,400-3,400-100%$200.3K———
Tidemark, LLC
N/A—3,375-3,375-100%$198.9K———
Anchor Investment Management, LLC
N/A—3,000-3,000-100%$176.8K———
Bravera Wealth
N/A—2,684-2,684-100%$158.1K———
Swisher Financial Concepts, Inc.
N/A—2,504-2,504-100%$147.5K———
Horizon Investments, LLC
N/A—2,500-2,500-100%$147.3K———
Knuff & Co LLC
N/A—2,500-2,500-100%$147.3K———
Anchor Bay Capital, Inc.
N/A—2,352-2,352-100%$137.1K———
IMA Advisory Services, Inc.
N/A—1,943-1,943-100%$114.5K———
BankPlus Trust Department
N/A—1,880-1,880-100%$110.8K———
Benson Wealth Management Inc
N/A—1,849-1,849-100%$108.9K———
ST Germain D J Co Inc
N/A—1,844-1,844-100%$108.6K———
Ritter Daniher Financial Advisory LLC / de
N/A—1,718-1,718-100%$101.2K———
UMB Bank, n.a.
N/A—1,585-1,585-100%$93.4K———
Banque Cantonale Vaudoise
N/A—1,157-1,157-100%$68.0K———
Tiaa Wealth Investment Management LLC
N/A—1,107-1,107-100%$65.2K———
Allied Private Wealth LLC
N/A—1,093-1,093-100%$61.3K———
Basecamp Wealth Advisors LLC
N/A—1,019-1,019-100%$60.0K———
Founders Financial Alliance, LLC
N/A—1,014-1,014-100%$59.7K———
HHM Wealth Advisors, LLC
N/A—925-925-100%$54.5K———
Fourth Dimension Wealth, LLC
N/A—891-891-100%$52.5K———
Parvin Asset Management, LLC
N/A—865-865-100%$51.0K———
Atlantic Union Bankshares Corp
N/A—807-807-100%$47.6K———
Addison Advisors LLC
N/A—800-800-100%$47.1K———
Winch Advisory Services, LLC
N/A—767-767-100%$45.2K———
LOM Asset Management Ltd
N/A—740-740-100%$43.6K———
Motco
N/A—696-696-100%$41.0K———
Millstone Evans Group, LLC
N/A—688-688-100%$40.5K———
Forum Finance Group S.A.
N/A—650-650-100%$31———
JDM Financial Group LLC
N/A—619-619-100%$36.5K———
Howe & Rusling Inc
N/A—619-619-100%$36.4K———
Ameriflex Group, Inc.
N/A—607-607-100%$35.8K———
Clearstead Trust, LLC
N/A—604-604-100%$35.6K———
Regatta Research & Money Management
N/A—592-592-100%$34.9K———
Quarry LP
N/A—570-570-100%$33.6K———
Morgan Dempsey Capital Management LLC
N/A—545-545-100%$32.2K———
Operose Advisors LLC
N/A—545-545-100%$32.1K———
Franklin Resources Inc
N/A—509-509-100%$30.0K———
Consultiva Wealth Management, Corp.
N/A—500-500-100%$29.5K———
Kerr Financial Planning Corp
N/A—414-414-100%$24.4K———
Avalon Trust Co
N/A—400-400-100%$23.6K———
VSM Wealth Advisory, LLC
N/A—334-334-100%$19.7K———
Burnham & Co LLC
N/A—300-300-100%$17.7K———
Keating Financial Advisory Services, Inc.
N/A—298-298-100%$17.6K———
Ankerstar Wealth, LLC
N/A—294-294-100%$17.4K———
Steigerwald, Gordon & Koch Inc.
N/A—273-273-100%$16.1K———
Darwin Wealth Management, LLC
N/A—252-252-100%$14.9K———
Frazier Financial Advisors, LLC
N/A—219-219-100%$12.9K———
Highland Investment Advisors LLC
N/A—209-209-100%$12.3K———
Bellevue Asset Management, LLC
N/A—206-206-100%$12.1K———
Glassman Wealth Services
N/A—206-206-100%$12.1K———
Swan Capital LLC
N/A—202-202-100%$11.9K———
BOK Financial Private Wealth, Inc.
N/A—200-200-100%$11.8K———
Prestige Wealth Management Group LLC
N/A—195-195-100%$11.5K———
Continuum Advisory, LLC
N/A—154-154-100%$9.1K———
Huntington National Bank
N/A—125-125-100%$7.4K———
Hantz Financial Services, Inc.
N/A—120-120-100%$7.0K———
Strive Financial Group,LLC
N/A—110-110-100%$6.5K———
Mpwm Advisory Solutions, LLC
N/A—106-106-100%$6.2K———
Richard W. Paul & Associates, LLC
N/A—105-105-100%$6.2K———
Truvestments Capital LLC
N/A—100-100-100%$5.9K———
WealthCollab, LLC
N/A—94-94-100%$5.5K———
1 North Wealth Services LLC
N/A—89-89-100%$5.2K———
Harborfront Financial Group LLC
N/A—79-79-100%$4.7K———
Morse Asset Management, Inc
N/A—76-76-100%$4.5K———
Lummis Asset Management, LP
N/A—70-70-100%$4.1K———
Heritage Wealth Advisors
N/A—55-55-100%$3.2K———
Oxford Financial Group, Ltd. LLC
N/A—35-35-100%$2.1K———
Atlas Capital Advisors Inc.
N/A—26-26-100%$1.5K———
Aventura Private Wealth, LLC
N/A—25-25-100%$1.5K———
Basepoint Wealth LLC
N/A—24-24-100%$1.4K———
WealthShield Partners, LLC
N/A—23-23-100%$1.4K———
Smartleaf Asset Management LLC
N/A—20-20-100%$1.2K———
Institute for Wealth Management, Llc.
N/A—18-18-100%$1.1K———
Deutsche Bank Ag\
N/A—5-5-100%$295———
Tower Research Capital LLC (TRC)
N/A—2-2-100%$118———
Showing 862 of 862 institutions