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Global X Robotics & Artifici (BOTZ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares2,156,403 from 2,268,560
Change-112,157 (-5%)
Value$76.0M (-$10.1M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares753,170 from 798,203
Change-45,033 (-6%)
Value$26.5M (-$3.7M)
Filed 2026-11-02
Citigroup Inc
DECREASED
Shares559,968 from 662,650
Change-102,682 (-15%)
Value$19.7M (-$5.4M)
Filed 2026-11-04
Lido Advisors, LLC
INCREASED
Shares444,808 from 187,645
Change+257,163 (+137%)
Value$15.7M (+$8.6M)
Filed 2026-11-04
Clearwater Capital Advisors, LLC
DECREASED
Shares365,236 from 377,404
Change-12,168 (-3%)
Value$12.9M (-$1.5M)
Filed 2026-11-06
PNC Financial Services Group, Inc.
DECREASED
Shares335,497 from 349,222
Change-13,725 (-4%)
Value$11.8M (-$1.4M)
Filed 2026-11-06
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
UNCHANGED
Shares333,630 from 333,630
Change0 (0%)
Value$11.8M (-$904.1K)
Filed 2026-10-15
Wealthfront Advisers LLC
DECREASED
Shares305,392 from 308,062
Change-2,670 (-1%)
Value$10.8M (-$928.9K)
Filed 2026-11-09
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares302,982 from 389,972
Change-86,990 (-22%)
Value$10.7M (-$4.1M)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares285,610 from 287,220
Change-1,610 (-1%)
Value$10.1M (-$835.0K)
Filed 2026-11-02
Barclays PLC
DECREASED
Shares249,786 from 346,484
Change-96,698 (-28%)
Value$8.8M (-$4.3M)
Filed 2026-11-06
Foguth Wealth Management, Llc.
DECREASED
Shares244,347 from 301,486
Change-57,139 (-19%)
Value$8.1M (-$2.3M)
Filed 2026-10-19
Pinnacle Associates LTD
INCREASED
Shares232,386 from 231,758
Change+628 (+0%)
Value$8.2M (-$605.9K)
Filed 2026-10-20
Kestra Advisory Services, LLC
INCREASED
Shares231,518 from 209,945
Change+21,573 (+10%)
Value$8.2M (+$187.3K)
Filed 2026-11-02
CX Institutional
INCREASED
Shares159,800 from 127,120
Change+32,680 (+26%)
Value$5.6M (+$5.6M)
Filed 2026-10-02
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares143,142 from 139,260
Change+3,882 (+3%)
Value$5.0M (-$240.6K)
Filed 2026-10-23
Crestwood Advisors Group, LLC
DECREASED
Shares141,458 from 141,940
Change-482 (0%)
Value$5.0M (-$401.6K)
Filed 2026-10-27
Park Avenue Securities LLC
INCREASED
Shares121,151 from 106,358
Change+14,793 (+14%)
Value$4.3M (+$233.0K)
Filed 2026-10-26
Mesirow Financial Investment Management, Inc.
INCREASED
Shares110,147 from 109,041
Change+1,106 (+1%)
Value$3.9M (-$256.6K)
Filed 2026-11-05
Creative Planning
DECREASED
Shares108,066 from 108,540
Change-474 (0%)
Value$3.8M (-$310.8K)
Filed 2026-11-02
Sage Capital Management, LLC
INCREASED
Shares107,463 from 106,034
Change+1,429 (+1%)
Value$3.8M (-$237.0K)
Filed 2026-10-20
Fiduciary Alliance LLC
DECREASED
Shares95,687 from 128,394
Change-32,707 (-25%)
Value$3.4M (-$1.5M)
Filed 2026-10-13
Sterling Investment Advisors, Ltd.
DECREASED
Shares95,150 from 125,015
Change-29,865 (-24%)
Value$3.4M (-$1.4M)
Filed 2026-10-27
Fisher Asset Management, LLC
DECREASED
Shares75,494 from 77,962
Change-2,468 (-3%)
Value$2.7M (-$298.2K)
Filed 2026-11-06
Bank of Montreal
INCREASED
Shares74,538 from 14,538
Change+60,000 (+413%)
Value$2.6M (+$2.1M)
Filed 2026-11-09
Tepp RIA, LLC
INCREASED
Shares74,301 from 69,089
Change+5,212 (+8%)
Value$2.6M (-$3.6K)
Filed 2026-10-14
D.A. Davidson & Co.
INCREASED
Shares70,320 from 68,644
Change+1,676 (+2%)
Value$2.5M (-$127.0K)
Filed 2026-10-28
Tucker Asset Management LLC
INCREASED
Shares65,642 from 60,933
Change+4,709 (+8%)
Value$2.3M (+$774)
Filed 2026-10-29
Independent Financial Group, LLC
INCREASED
Shares63,326 from 61,888
Change+1,438 (+2%)
Value$2.2M (-$117.1K)
Filed 2026-10-13
GFS Advisors, LLC
INCREASED
Shares54,704 from 46,965
Change+7,739 (+16%)
Value$1.9M (+$1.9M)
Filed 2026-11-03
HUB Investment Partners, LLC
DECREASED
Shares53,212 from 53,300
Change-88 (0%)
Value$1.9M (-$147.6K)
Filed 2026-11-03
Emerald Advisors, LLC
INCREASED
Shares52,963 from 46,945
Change+6,018 (+13%)
Value$1.9M (+$84.8K)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
INCREASED
Shares50,482 from 38,840
Change+11,642 (+30%)
Value$1.8M (+$304.9K)
Filed 2026-10-16
Obsidian CIO, LLC
INCREASED
Shares46,832 from 31,525
Change+15,307 (+49%)
Value$1.6M (+$453.8K)
Filed 2026-11-05
Sterling Investment Counsel, LLC
INCREASED
Shares46,521 from 45,056
Change+1,465 (+3%)
Value$1.6M (-$70.5K)
Filed 2026-10-19
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares46,257 from 48,109
Change-1,852 (-4%)
Value$1.6M (-$164.6K)
Filed 2026-10-13
Geneos Wealth Management Inc.
DECREASED
Shares46,125 from 48,889
Change-2,764 (-6%)
Value$1.6M (-$229.9K)
Filed 2026-11-09
Paragon Private Wealth Management, LLC
INCREASED
Shares43,125 from 41,156
Change+1,969 (+5%)
Value$1.5M (-$42.2K)
Filed 2026-10-20
Oppenheimer & Co Inc
DECREASED
Shares42,322 from 43,727
Change-1,405 (-3%)
Value$1.5M (-$168.0K)
Filed 2026-10-26
Arta Finance Wealth Management LLC
INCREASED
Shares37,459 from 30,786
Change+6,673 (+22%)
Value$1.3M (+$151.7K)
Filed 2026-10-28
J.W. Cole Advisors, Inc.
INCREASED
Shares34,678 from 27,802
Change+6,876 (+25%)
Value$1.2M (+$166.9K)
Filed 2026-11-05
HB Wealth Management, LLC
DECREASED
Shares30,808 from 30,815
Change-7 (0%)
Value$1.1M (-$83.8K)
Filed 2026-10-23
Endowment Wealth Management, Inc.
INCREASED
Shares28,308 from 23,535
Change+4,773 (+20%)
Value$997.3K (+$104.4K)
Filed 2026-11-03
Bessemer Group Inc
UNCHANGED
Shares27,505 from 27,505
Change0 (0%)
Value$969.0K (-$75.0K)
Filed 2026-11-09
Farther Finance Advisors, LLC
DECREASED
Shares26,641 from 27,720
Change-1,079 (-4%)
Value$938.6K (-$113.2K)
Filed 2026-10-08
Phoenix Wealth Advisors
DECREASED
Shares26,445 from 26,879
Change-434 (-2%)
Value$931.6K (-$88.1K)
Filed 2026-11-03
Eagle Strategies LLC
INCREASED
Shares26,388 from 26,135
Change+253 (+1%)
Value$929.6K (-$61.9K)
Filed 2026-10-16
Flagstar Securities, Inc
INCREASED
Shares25,722 from 25,694
Change+28 (+0%)
Value$906.2K (-$69.1K)
Filed 2026-10-15
Solstein Capital, LLC
INCREASED
Shares25,562 from 25,302
Change+260 (+1%)
Value$900.5K (-$59.4K)
Filed 2026-11-02
Belpointe Asset Management LLC
DECREASED
Shares25,185 from 51,468
Change-26,283 (-51%)
Value$887.3K (-$1.1M)
Filed 2026-11-09
Wealthcare Advisory Partners LLC
DECREASED
Shares25,175 from 27,207
Change-2,032 (-7%)
Value$886.9K (-$145.3K)
Filed 2026-10-21
Cascade Investment Group, Inc.
INCREASED
Shares24,952 from 24,031
Change+921 (+4%)
Value$879.1K (-$32.7K)
Filed 2026-10-13
Koa Wealth Management, LLC
DECREASED
Shares24,211 from 24,214
Change-3 (0%)
Value$853.0K (-$65.7K)
Filed 2026-10-14
Truist Financial Corp
DECREASED
Shares21,731 from 27,193
Change-5,462 (-20%)
Value$765.6K (-$266.1K)
Filed 2026-10-30
KFG Wealth Management, LLC
INCREASED
Shares21,546 from 19,065
Change+2,481 (+13%)
Value$759.1K (+$35.7K)
Filed 2026-10-16
Allen Capital Group, LLC
INCREASED
Shares21,174 from 20,881
Change+293 (+1%)
Value$746.0K (-$46.3K)
Filed 2026-10-27
Western Wealth Management, LLC
DECREASED
Shares20,870 from 20,911
Change-41 (0%)
Value$735.3K (-$58.1K)
Filed 2026-11-09
Brookstone Capital Management
DECREASED
Shares20,429 from 22,147
Change-1,718 (-8%)
Value$719.7K (-$120.5K)
Filed 2026-10-22
Ascentis Independent Advisors
NEW
Shares19,077
Change+19,077
Value$672.2K
Filed 2026-11-03
Visionary Wealth Advisors
INCREASED
Shares18,757 from 18,005
Change+752 (+4%)
Value$660.8K (-$22.3K)
Filed 2026-11-04
Avior Wealth Management, LLC
INCREASED
Shares18,229 from 18,167
Change+62 (+0%)
Value$642.2K (-$47.1K)
Filed 2026-10-13
Thrivent Financial for Lutherans
DECREASED
Shares18,144 from 18,493
Change-349 (-2%)
Value$643.0K (-$59.0K)
Filed 2026-11-05
APS Management Group, Inc.
DECREASED
Shares18,092 from 29,660
Change-11,568 (-39%)
Value$637.4K (-$487.9K)
Filed 2026-10-14
Merit Financial Group, LLC
INCREASED
Shares17,760 from 15,525
Change+2,235 (+14%)
Value$625.7K (+$36.7K)
Filed 2026-11-06
Equitable Trust Co
UNCHANGED
Shares17,439 from 17,439
Change0 (0%)
Value$614.4K (-$47.3K)
Filed 2026-10-13
VestGen Advisors, LLC
INCREASED
Shares17,378 from 17,000
Change+378 (+2%)
Value$612.2K (-$32.8K)
Filed 2026-10-27
Savant Capital, LLC
INCREASED
Shares17,303 from 10,387
Change+6,916 (+67%)
Value$609.6K (+$220.6K)
Filed 2026-11-06
Lanark Financial, Inc.
DECREASED
Shares17,198 from 18,194
Change-996 (-5%)
Value$605.9K (-$84.4K)
Filed 2026-10-26
Moneco Advisors, LLC
INCREASED
Shares16,573 from 16,056
Change+517 (+3%)
Value$583.9K (-$25.3K)
Filed 2026-11-05
Ellis Investment Partners, LLC
INCREASED
Shares16,445 from 15,930
Change+515 (+3%)
Value$579.4K (-$25.1K)
Filed 2026-10-21
Archford Capital Strategies, LLC
INCREASED
Shares16,366 from 16,186
Change+180 (+1%)
Value$576.6K (-$37.5K)
Filed 2026-10-19
Harbour Investments, Inc.
DECREASED
Shares16,356 from 16,424
Change-68 (0%)
Value$576.2K (-$46.9K)
Filed 2026-11-09
Choreo, LLC
INCREASED
Shares15,479 from 15,473
Change+6 (+0%)
Value$545.3K (-$42.0K)
Filed 2026-10-28
Retirement Planning Group, LLC
DECREASED
Shares15,237 from 16,326
Change-1,089 (-7%)
Value$536.8K (-$82.6K)
Filed 2026-10-19
Kingswood Wealth Advisors, LLC
DECREASED
Shares14,370 from 112,909
Change-98,539 (-87%)
Value$506.2K (-$3.8M)
Filed 2026-10-23
Nwam LLC
INCREASED
Shares14,245 from 6,641
Change+7,604 (+115%)
Value$374.7K (+$122.8K)
Filed 2026-11-09
US Bancorp \de\
DECREASED
Shares14,231 from 16,019
Change-1,788 (-11%)
Value$501.4K (-$106.4K)
Filed 2026-11-05
Great Valley Advisor Group, Inc.
INCREASED
Shares14,132 from 13,601
Change+531 (+4%)
Value$497.6K (-$18.2K)
Filed 2026-11-09
Spire Wealth Management
DECREASED
Shares14,053 from 15,313
Change-1,260 (-8%)
Value$495.1K (-$85.9K)
Filed 2026-10-30
Toth Financial Advisory Corp
DECREASED
Shares13,750 from 15,230
Change-1,480 (-10%)
Value$484.4K (-$93.4K)
Filed 2026-10-08
Alpha Wealth Funds, LLC
DECREASED
Shares13,737 from 13,937
Change-200 (-1%)
Value$484.0K (-$44.8K)
Filed 2026-11-05
StoneX Group Inc.
INCREASED
Shares13,736 from 6,565
Change+7,171 (+109%)
Value$486.0K (+$236.4K)
Filed 2026-11-03
Moors & Cabot, Inc.
DECREASED
Shares13,600 from 14,255
Change-655 (-5%)
Value$479.1K (-$61.7K)
Filed 2026-11-06
Capital Investment Advisory Services, LLC
UNCHANGED
Shares13,555 from 13,555
Change0 (0%)
Value$477.5K (-$36.7K)
Filed 2026-10-30
Certuity, LLC
INCREASED
Shares13,400 from 9,559
Change+3,841 (+40%)
Value$472.1K (+$109.4K)
Filed 2026-11-02
Atria Investments, Inc
NEW
Shares12,974
Change+12,974
Value$457.1K
Filed 2026-10-15
BCS Wealth Management
INCREASED
Shares12,941 from 12,033
Change+908 (+8%)
Value$455.9K (-$619)
Filed 2026-11-03
Traphagen Investment Advisors LLC
INCREASED
Shares12,772 from 11,126
Change+1,646 (+15%)
Value$450.0K (+$27.8K)
Filed 2026-10-14
Portland Financial Advisors Inc
DECREASED
Shares12,751 from 12,931
Change-180 (-1%)
Value$449.2K (-$41.4K)
Filed 2026-10-26
Soltis Investment Advisors LLC
INCREASED
Shares12,701 from 8,928
Change+3,773 (+42%)
Value$447.5K (+$108.7K)
Filed 2026-10-28
Aureum Wealth Management, LLC
INCREASED
Shares12,366 from 10,788
Change+1,578 (+15%)
Value$435.7K (+$26.4K)
Filed 2026-10-15
Sun Group Wealth Partners
INCREASED
Shares12,269 from 12,268
Change+1 (+0%)
Value$432.2K (-$33.3K)
Filed 2026-10-26
BOS Asset Management, LLC
INCREASED
Shares12,204 from 11,861
Change+343 (+3%)
Value$429.9K (-$20.1K)
Filed 2026-10-09
SBI Securities Co., Ltd.
INCREASED
Shares12,010 from 11,164
Change+846 (+8%)
Value$423.1K (-$450)
Filed 2026-10-22
International Assets Investment Management, LLC
DECREASED
Shares11,695 from 18,175
Change-6,480 (-36%)
Value$414.4K (-$277.4K)
Filed 2026-11-02
Apella Capital, LLC
UNCHANGED
Shares11,243 from 11,243
Change0 (0%)
Value$401.0K (-$10.3K)
Filed 2026-10-08
Wedbush Securities Inc
DECREASED
Shares11,028 from 12,649
Change-1,621 (-13%)
Value$389.0K (-$91.0K)
Filed 2026-10-22
RFG Advisory, LLC
DECREASED
Shares11,009 from 27,636
Change-16,627 (-60%)
Value$387.8K (-$660.7K)
Filed 2026-11-03
Prospera Financial Services Inc
INCREASED
Shares10,876 from 10,672
Change+204 (+2%)
Value$350.6K (-$54.5K)
Filed 2026-11-04
Florida Trust Wealth Management Co
INCREASED
Shares10,510 from 10,250
Change+260 (+3%)
Value$370.3K (-$18.6K)
Filed 2026-11-05
Fortis Capital Advisors, LLC
DECREASED
Shares10,398 from 10,498
Change-100 (-1%)
Value$366.3K (-$32.0K)
Filed 2026-11-09
Advantage Trust Co
UNCHANGED
Shares10,376 from 10,376
Change0 (0%)
Value$365.5K (-$28.1K)
Filed 2026-10-19
Wealthcare Capital Partners, LLC
DECREASED
Shares10,362 from 11,139
Change-777 (-7%)
Value$365.1K (-$57.6K)
Filed 2026-10-21
True Private Wealth Advisors
NEW
Shares10,250
Change+10,250
Value$361.1K
Filed 2026-10-19
David Kennon Inc
UNCHANGED
Shares10,230 from 10,230
Change0 (0%)
Value$360.4K (-$27.7K)
Filed 2026-10-13
Fifth Third Bancorp
DECREASED
Shares10,058 from 10,129
Change-71 (-1%)
Value$354.3K (-$30.0K)
Filed 2026-11-05
MinichMacGregor Wealth Management, LLC
NEW
Shares9,891
Change+9,891
Value$348.5K
Filed 2026-10-14
CGC Financial Services, LLC
UNCHANGED
Shares9,857 from 9,857
Change0 (0%)
Value$347.3K (-$26.7K)
Filed 2026-10-13
Fortune Financial Group, Inc.
INCREASED
Shares9,717 from 9,291
Change+426 (+5%)
Value$342.3K (-$10.2K)
Filed 2026-10-22
Apollon Wealth Management, LLC
DECREASED
Shares9,633 from 9,733
Change-100 (-1%)
Value$339.4K (-$29.9K)
Filed 2026-10-23
AlphaCore Capital LLC
DECREASED
Shares9,462 from 10,958
Change-1,496 (-14%)
Value$333.4K (-$82.6K)
Filed 2026-11-04
Connecticut Capital Management Group, LLC
INCREASED
Shares9,302 from 8,261
Change+1,041 (+13%)
Value$327.7K (+$14.3K)
Filed 2026-10-29
Amundi
UNCHANGED
Shares9,300 from 9,300
Change0 (0%)
Value$327.6K (-$25.2K)
Filed 2026-11-06
Krilogy Financial LLC
DECREASED
Shares9,266 from 10,020
Change-754 (-8%)
Value$323.4K (-$56.8K)
Filed 2026-10-13
Signaturefd, LLC
INCREASED
Shares9,178 from 8,996
Change+182 (+2%)
Value$323.3K (-$18.0K)
Filed 2026-10-23
Beacon Financial Advisory LLC
DECREASED
Shares8,702 from 16,009
Change-7,307 (-46%)
Value$306.6K (-$300.8K)
Filed 2026-10-16
Carlson Financial, Inc.
DECREASED
Shares8,561 from 9,153
Change-592 (-6%)
Value$301.6K (-$45.8K)
Filed 2026-11-05
Indivisible Partners
NEW
Shares8,467
Change+8,467
Value$298.3K
Filed 2026-10-26
HighPoint Advisor Group LLC
INCREASED
Shares8,236 from 8,234
Change+2 (+0%)
Value$290.2K (-$22.2K)
Filed 2026-11-09
OpenArc Corporate Advisory, LLC
UNCHANGED
Shares7,747 from 7,747
Change0 (0%)
Value$272.9K (-$21.0K)
Filed 2026-10-21
Chicago Partners Investment Group LLC
DECREASED
Shares7,709 from 8,135
Change-426 (-5%)
Value$254.5K (-$24.6K)
Filed 2026-10-27
Coldstream Capital Management Inc
DECREASED
Shares7,673 from 7,734
Change-61 (-1%)
Value$270.3K (-$23.1K)
Filed 2026-11-09
Fortis Group Advisors, LLC
DECREASED
Shares7,547 from 40,812
Change-33,265 (-82%)
Value$243.2K (-$1.3M)
Filed 2026-11-06
Capital Advantage, Inc.
NEW
Shares7,464
Change+7,464
Value$263.0K
Filed 2026-10-14
Dutch Asset Corp
DECREASED
Shares7,455 from 9,055
Change-1,600 (-18%)
Value$262.6K (-$80.9K)
Filed 2026-10-20
Aurora Private Wealth, Inc.
INCREASED
Shares7,347 from 7,345
Change+2 (+0%)
Value$259.0K (-$20.0K)
Filed 2026-10-20
SteelPeak Wealth, LLC
DECREASED
Shares7,330 from 10,430
Change-3,100 (-30%)
Value$258.2K (-$137.7K)
Filed 2026-10-16
Davenport & Co LLC
DECREASED
Shares7,241 from 8,939
Change-1,698 (-19%)
Value$255.1K (-$84.0K)
Filed 2026-10-14
Fullerton Advisors, LLC
DECREASED
Shares7,197 from 7,374
Change-177 (-2%)
Value$253.5K (-$26.2K)
Filed 2026-10-14
Invera Wealth Advisors, LLC
INCREASED
Shares7,177 from 6,473
Change+704 (+11%)
Value$252.8K (+$7.3K)
Filed 2026-10-28
Flagship Harbor Advisors, LLC
DECREASED
Shares7,177 from 7,334
Change-157 (-2%)
Value$252.8K (-$25.4K)
Filed 2026-10-26
E&G Advisors, LLC
DECREASED
Shares7,142 from 7,159
Change-17 (0%)
Value$251.6K (-$20.0K)
Filed 2026-10-13
Pine Valley Investments Ltd Liability Co
DECREASED
Shares7,141 from 9,889
Change-2,748 (-28%)
Value$251.6K (-$123.7K)
Filed 2026-11-09
Kestra Private Wealth Services, LLC
DECREASED
Shares7,100 from 7,221
Change-121 (-2%)
Value$250.1K (-$23.8K)
Filed 2026-11-06
Financial Perspectives, Inc
INCREASED
Shares7,093 from 6,963
Change+130 (+2%)
Value$249.9K (-$14.3K)
Filed 2026-11-03
Sunpointe, LLC
INCREASED
Shares7,003 from 7,000
Change+3 (+0%)
Value$246.7K (-$18.8K)
Filed 2026-10-22
Triumph Capital Management
DECREASED
Shares6,881 from 7,208
Change-327 (-5%)
Value$242.4K (-$31.1K)
Filed 2026-10-14
IFP Advisors, Inc
DECREASED
Shares6,689 from 6,840
Change-151 (-2%)
Value$235.7K (-$23.9K)
Filed 2026-10-16
Laurel OAK Wealth Management, LLC
DECREASED
Shares6,674 from 9,368
Change-2,694 (-29%)
Value$235.1K (-$120.3K)
Filed 2026-10-19
PFG Advisors
DECREASED
Shares6,605 from 6,891
Change-286 (-4%)
Value$232.7K (-$28.8K)
Filed 2026-10-16
Beverly Hills Private Wealth, LLC
UNCHANGED
Shares6,385 from 6,385
Change0 (0%)
Value$225.0K (-$17.3K)
Filed 2026-11-04
RMR Wealth Builders
INCREASED
Shares6,304 from 6,303
Change+1 (+0%)
Value$222.1K (-$17.0K)
Filed 2026-10-22
James J. Burns & Company, LLC
DECREASED
Shares6,283 from 7,451
Change-1,168 (-16%)
Value$221.4K (-$61.3K)
Filed 2026-10-22
Comprehensive Financial Consultants Institutional, Inc.
INCREASED
Shares6,194 from 6,152
Change+42 (+1%)
Value$218.2K (-$15.2K)
Filed 2026-10-15
Quantum Financial Planning Services, Inc.
UNCHANGED
Shares6,170 from 6,170
Change0 (0%)
Value$217.4K (-$16.7K)
Filed 2026-10-14
Family Office Research LLC
DECREASED
Shares6,002 from 6,522
Change-520 (-8%)
Value$211.5K (-$36.0K)
Filed 2026-10-14
Compagnie Lombard Odier SCmA
INCREASED
Shares6,000 from 2,000
Change+4,000 (+200%)
Value$211.4K (+$135.5K)
Filed 2026-11-04
Anson Capital, Inc.
UNCHANGED
Shares5,956 from 5,956
Change0 (0%)
Value$209.8K (-$16.1K)
Filed 2026-10-23
Perigon Wealth Management, LLC
DECREASED
Shares5,949 from 6,302
Change-353 (-6%)
Value$209.6K (-$29.5K)
Filed 2026-10-22
IMG Wealth Management, Inc.
DECREASED
Shares5,869 from 6,115
Change-246 (-4%)
Value$206.8K (-$25.2K)
Filed 2026-10-27
Powell Investment Advisors, LLC
UNCHANGED
Shares5,402 from 5,402
Change0 (0%)
Value$190.3K (-$14.7K)
Filed 2026-10-22
Ashton Thomas Private Wealth, LLC
INCREASED
Shares4,983 from 3,650
Change+1,333 (+37%)
Value$175.6K (+$37.1K)
Filed 2026-11-03
Winch Advisory Services, LLC
INCREASED
Shares4,932 from 4,930
Change+2 (+0%)
Value$173.8K (-$13.3K)
Filed 2026-11-06
Assetmark, Inc
INCREASED
Shares4,524 from 2,941
Change+1,583 (+54%)
Value$159.4K (+$47.8K)
Filed 2026-10-21
TD Waterhouse Canada Inc.
INCREASED
Shares4,520 from 4,326
Change+194 (+4%)
Value$160.1K (-$4.5K)
Filed 2026-10-16
IFG Advisory, LLC
INCREASED
Shares4,333 from 4,185
Change+148 (+4%)
Value$152.6K (-$6.1K)
Filed 2026-11-09
Allworth Financial LP
UNCHANGED
Shares4,258 from 4,258
Change0 (0%)
Value$161.5K ($0)
Filed 2026-11-06
Manchester Capital Management LLC
UNCHANGED
Shares3,700 from 3,700
Change0 (0%)
Value$130.4K (-$10.0K)
Filed 2026-10-22
Armstrong Advisory Group, Inc
UNCHANGED
Shares3,545 from 3,545
Change0 (0%)
Value$124.9K (-$9.6K)
Filed 2026-10-09
Hazlett, Burt & Watson, Inc.
DECREASED
Shares3,318 from 3,357
Change-39 (-1%)
Value$81.0K (-$13.0K)
Filed 2026-11-04
Golden State Wealth Management, LLC
DECREASED
Shares3,192 from 3,200
Change-8 (0%)
Value$112.5K (-$9.0K)
Filed 2026-11-02
Brown, Lisle Ings, Inc.
UNCHANGED
Shares3,050 from 3,050
Change0 (0%)
Value$107.5K (-$8.3K)
Filed 2026-10-16
Creative Financial Designs Inc
INCREASED
Shares3,049 from 2,999
Change+50 (+2%)
Value$107.4K (-$6.4K)
Filed 2026-11-04
Intesa Sanpaolo Wealth Management
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$105.7K (-$8.1K)
Filed 2026-10-28
Parallel Advisors, LLC
INCREASED
Shares2,801 from 2,800
Change+1 (+0%)
Value$98.7K (-$7.6K)
Filed 2026-11-03
Rossby Financial, LCC
INCREASED
Shares2,696 from 1,085
Change+1,611 (+148%)
Value$95.0K (+$53.8K)
Filed 2026-11-05
Fortitude Family Office, LLC
INCREASED
Shares2,607 from 2,606
Change+1 (+0%)
Value$91.9K (-$7.0K)
Filed 2026-10-14
Laurel Wealth Advisors LLC
NEW
Shares2,462
Change+2,462
Value$86.7K
Filed 2026-10-27
Natixis
UNCHANGED
Shares2,297 from 2,297
Change0 (0%)
Value$81.4K (-$5.3K)
Filed 2026-11-06
EverSource Wealth Advisors, LLC
DECREASED
Shares2,257 from 2,853
Change-596 (-21%)
Value$79.5K (-$28.7K)
Filed 2026-11-04
Foresight Capital Management Advisors, Inc.
NEW
Shares2,174
Change+2,174
Value$76.6K
Filed 2026-10-27
Elevation Wealth Partners, LLC
UNCHANGED
Shares2,105 from 2,105
Change0 (0%)
Value$74.2K (-$5.7K)
Filed 2026-10-07
Realta Investment Advisors
UNCHANGED
Shares2,075 from 2,075
Change0 (0%)
Value$73.1K (-$5.6K)
Filed 2026-10-14
Heritage Family Offices, LLP
NEW
Shares2,017
Change+2,017
Value$71.1K
Filed 2026-11-02
Arlington Trust Co LLC
INCREASED
Shares2,000 from 1,000
Change+1,000 (+100%)
Value$70.5K (+$32.5K)
Filed 2026-10-20
Evolution Wealth Management Inc.
UNCHANGED
Shares1,980 from 1,980
Change0 (0%)
Value$69.8K (-$5.4K)
Filed 2026-10-28
Asset Dedication, LLC
UNCHANGED
Shares1,966 from 1,966
Change0 (0%)
Value$69.3K (-$5.3K)
Filed 2026-11-03
Archer Investment Corp
UNCHANGED
Shares1,836 from 1,836
Change0 (0%)
Value$64.7K (-$5.0K)
Filed 2026-11-05
Private Trust Co NA
INCREASED
Shares1,801 from 1,721
Change+80 (+5%)
Value$63.4K (-$1.8K)
Filed 2026-10-20
Team Financial Group, LLC
NEW
Shares1,740
Change+1,740
Value$61.3K
Filed 2026-10-30
Blue Bell Private Wealth Management, LLC
INCREASED
Shares1,471 from 821
Change+650 (+79%)
Value$51.8K (+$20.7K)
Filed 2026-10-29
Harbor Investment Advisory, LLC
UNCHANGED
Shares1,376 from 1,376
Change0 (0%)
Value$48.5K (-$3.7K)
Filed 2026-10-13
Blue Trust, Inc.
INCREASED
Shares1,369 from 1,347
Change+22 (+2%)
Value$48.2K (-$2.9K)
Filed 2026-10-15
Mather Group, Llc.
UNCHANGED
Shares1,367 from 1,367
Change0 (0%)
Value$48.2K (-$3.7K)
Filed 2026-10-14
Latitude Advisors, LLC
NEW
Shares1,312
Change+1,312
Value$46.2K
Filed 2026-10-27
James T. Borello RIA
UNCHANGED
Shares1,265 from 1,265
Change0 (0%)
Value$44.6K (-$3.4K)
Filed 2026-10-16
Noble Wealth Management PBC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$42.3K (-$3.3K)
Filed 2026-10-01
Highline Wealth Partners LLC
UNCHANGED
Shares1,140 from 1,140
Change0 (0%)
Value$40.2K (-$3.1K)
Filed 2026-10-19
Financial Freedom, LLC
NEW
Shares1,115
Change+1,115
Value$39.3K
Filed 2026-11-06
Kingdom Financial Group Llc.
INCREASED
Shares1,096 from 1,095
Change+1 (+0%)
Value$38.6K (-$3.0K)
Filed 2026-11-04
Smithfield Trust Co
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$35.0K (-$3.0K)
Filed 2026-11-09
NBH Bank
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$35.2K (-$2.7K)
Filed 2026-11-05
Pittenger & Anderson Inc
UNCHANGED
Shares995 from 995
Change0 (0%)
Value$35.1K (-$2.7K)
Filed 2026-11-02
Ashton Thomas Securities, LLC
NEW
Shares962
Change+962
Value$33.9K
Filed 2026-10-26
Root Financial Partners, LLC
NEW
Shares948
Change+948
Value$33.4K
Filed 2026-10-21
Pathway Financial Advisers, LLC
NEW
Shares931
Change+931
Value$32.8K
Filed 2026-10-27
Abound Wealth Management
INCREASED
Shares910 from 10
Change+900 (+9000%)
Value$32.1K (+$31.7K)
Filed 2026-10-26
Hilton Head Capital Partners, LLC
UNCHANGED
Shares812 from 812
Change0 (0%)
Value$28.6K (-$2.2K)
Filed 2026-10-23
Caldwell Trust Co
NEW
Shares709
Change+709
Value$25.0K
Filed 2026-10-30
SJS Investment Consulting Inc.
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$24.7K (-$1.9K)
Filed 2026-10-26
Centerpoint Advisors, LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$25 (-$2)
Filed 2026-11-05
Coston, McIsaac & Partners
UNCHANGED
Shares695 from 695
Change0 (0%)
Value$24.5K (+$24.5K)
Filed 2026-11-06
Gen-Wealth Partners Inc
INCREASED
Shares679 from 420
Change+259 (+62%)
Value$23.9K (+$8.0K)
Filed 2026-11-04
Glass Jacobson Investment Advisors llc
INCREASED
Shares580 from 579
Change+1 (+0%)
Value$20.4K (-$1.6K)
Filed 2026-10-26
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares578 from 578
Change0 (0%)
Value$20.4K (-$1.6K)
Filed 2026-10-23
Winthrop Capital Management, LLC
UNCHANGED
Shares552 from 552
Change0 (0%)
Value$19.4K (-$1.6K)
Filed 2026-11-05
Birch Financial Group, LLC
NEW
Shares461
Change+461
Value$16.2K
Filed 2026-10-27
First Bancorp, Inc
UNCHANGED
Shares440 from 440
Change0 (0%)
Value$15.5K (-$1.2K)
Filed 2026-10-26
CoreCap Advisors, LLC
DECREASED
Shares427 from 768
Change-341 (-44%)
Value$15.0K (-$14.1K)
Filed 2026-10-08
NBT Bank, N.A.
INCREASED
Shares417 from 416
Change+1 (+0%)
Value$14.7K (-$1.1K)
Filed 2026-10-21
Costello Asset Management, Inc
UNCHANGED
Shares406 from 406
Change0 (0%)
Value$14.3K (-$1.1K)
Filed 2026-10-30
Princeton Global Asset Management LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$14.1K (-$1.1K)
Filed 2026-10-21
Bell Investment Advisors, Inc
UNCHANGED
Shares396 from 396
Change0 (0%)
Value$14.0K (-$1.1K)
Filed 2026-10-29
Russell Investments Group, Ltd.
DECREASED
Shares388 from 1,561
Change-1,173 (-75%)
Value$13.7K (-$45.6K)
Filed 2026-11-06
GK Wealth Management LLC
NEW
Shares384
Change+384
Value$13.5K
Filed 2026-10-09
Compass Financial Management LLC
INCREASED
Shares352 from 351
Change+1 (+0%)
Value$12.4K (-$946)
Filed 2026-10-30
Cedar Mountain Advisors, LLC
UNCHANGED
Shares352 from 352
Change0 (0%)
Value$12.4K (-$949)
Filed 2026-10-15
Provenance Wealth Advisors, LLC
UNCHANGED
Shares348 from 348
Change0 (0%)
Value$12.3K (-$943)
Filed 2026-10-30
Elevated Capital Advisors, LLC
UNCHANGED
Shares348 from 348
Change0 (0%)
Value$12.3K (-$937)
Filed 2026-11-04
Country Trust Bank
UNCHANGED
Shares345 from 345
Change0 (0%)
Value$12.2K (-$935)
Filed 2026-10-30
Hickory Point Bank & Trust
NEW
Shares306
Change+306
Value$10.8K
Filed 2026-10-01
Signature Equity Partners, LLC
UNCHANGED
Shares302 from 302
Change0 (0%)
Value$10.6K (-$814)
Filed 2026-10-29
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares278 from 278
Change0 (0%)
Value$9.8K (-$753)
Filed 2026-10-16
High Point Wealth Management, LLC
NEW
Shares275
Change+275
Value$9.7K
Filed 2026-11-05
GHP Investment Advisors, Inc.
DECREASED
Shares272 from 376
Change-104 (-28%)
Value$9.6K (-$4.7K)
Filed 2026-10-15
Nova Financial LLC
NEW
Shares233
Change+233
Value$8.2K
Filed 2026-11-04
Fiduciary Advisors, Inc.
INCREASED
Shares215 from 214
Change+1 (+0%)
Value$7.6K (-$577)
Filed 2026-10-16
Clearstead Advisors, LLC
DECREASED
Shares208 from 1,173
Change-965 (-82%)
Value$7.3K (-$37.2K)
Filed 2026-11-06
PayPay Securities Corp
NEW
Shares207
Change+207
Value$7.3K
Filed 2026-10-27
Trust Co
UNCHANGED
Shares206 from 206
Change0 (0%)
Value$7.3K (-$559)
Filed 2026-10-09
J. R. Prunier Capital Management LLC
UNCHANGED
Shares201 from 201
Change0 (0%)
Value$7.1K (-$541)
Filed 2026-11-09
Westside Investment Management, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$7.0K (-$542)
Filed 2026-11-02
Tidemark, LLC
UNCHANGED
Shares133 from 133
Change0 (0%)
Value$4.7K (-$360)
Filed 2026-11-09
Central Trust Co
UNCHANGED
Shares131 from 131
Change0 (0%)
Value$4.6K (-$355)
Filed 2026-11-05
CNB Bank
UNCHANGED
Shares112 from 112
Change0 (0%)
Value$3.9K (-$303)
Filed 2026-11-09
Financial Consulate, Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$3.5K (-$271)
Filed 2026-10-23
New England Capital Financial Advisors LLC
NEW
Shares94
Change+94
Value$3.3K
Filed 2026-11-03
Rachor Investment Advisory Services, LLC
NEW
Shares86
Change+86
Value$3.0K
Filed 2026-10-29
Entrust Financial LLC
INCREASED
Shares85 from 65
Change+20 (+31%)
Value$3.0K (+$528)
Filed 2026-11-04
CFG Wealth Management Services, Inc.
NEW
Shares75
Change+75
Value$2.7K
Filed 2026-10-21
PlanVest Financial, Inc
NEW
Shares71
Change+71
Value$2.5K
Filed 2026-11-09
Nfsg Corp
UNCHANGED
Shares69 from 69
Change0 (0%)
Value$2.4K (-$187)
Filed 2026-10-15
Silver Grove Financial Group, Inc.
INCREASED
Shares63 from 16
Change+47 (+294%)
Value$2.2K (+$1.6K)
Filed 2026-11-05
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$2.1K (-$160)
Filed 2026-10-27
Lloyd Advisory Services, Llc.
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$1.6K (-$124)
Filed 2026-11-02
Darwin Wealth Management, LLC
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$1.5K (-$117)
Filed 2026-11-09
Signature Resources Capital Management, LLC
NEW
Shares34
Change+34
Value$1.2K
Filed 2026-10-16
Clark Wealth Partners
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$1.1K (-$82)
Filed 2026-10-19
Caldwell Sutter Capital, Inc.
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$1.1K (-$81)
Filed 2026-11-09
Accordant Advisory Group Inc
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$1.1K (-$82)
Filed 2026-10-29
Register Financial Advisors LLC
NEW
Shares29
Change+29
Value$1.0K
Filed 2026-10-23
Proathlete Wealth Management LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$885 (-$67)
Filed 2026-10-15
Nemes Rush Group LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$705 (-$54)
Filed 2026-11-04
Nvwm, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$282 (-$22)
Filed 2026-10-14
Roble, Belko & Company, Inc
INCREASED
Shares6 from 2
Change+4 (+200%)
Value$0 ($0)
Filed 2026-11-09
Versant Capital Management, Inc
NEW
Shares5
Change+5
Value$161
Filed 2026-10-02
Parkside Financial Bank & Trust
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$190 (-$15)
Filed 2026-10-27
North Point Portfolio Managers Corp
NEW
Shares4
Change+4
Value$141
Filed 2026-10-07
Jacobi Capital Management LLC
NEW
Shares3
Change+3
Value$106
Filed 2026-11-05
Hoey Investments, Inc
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$106 (-$8)
Filed 2026-10-29
Valley National Advisers Inc
NEW
Shares1
Change+1
Value$30
Filed 2026-10-23
Acropolis Investment Management, LLC
CLOSED
Shares0 from 40,428
Change-40,428 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-08
Sanchez Gaunt Capital Management, LLC
CLOSED
Shares0 from 36,501
Change-36,501 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-03
Trilogy Capital Inc.
CLOSED
Shares0 from 34,272
Change-34,272 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-20
Blue Jean Financial LLC
CLOSED
Shares0 from 19,416
Change-19,416 (-100%)
Value$0 (-$736.6K)
Filed 2026-10-20
HBW Advisory Services LLC
CLOSED
Shares0 from 15,504
Change-15,504 (-100%)
Value$0 (-$588.2K)
Filed 2026-10-15
Jefferies Financial Group Inc.
CLOSED
Shares0 from 13,177
Change-13,177 (-100%)
Value$0 (-$499.9K)
Filed 2026-11-05
Vise Technologies, Inc.
CLOSED
Shares0 from 11,661
Change-11,661 (-100%)
Value$0 (-$442.4K)
Filed 2026-10-29
Key Client Fiduciary Advisors, LLC
CLOSED
Shares0 from 10,500
Change-10,500 (-100%)
Value$0 (-$398.4K)
Filed 2026-10-19
Squarepoint Ops LLC
CLOSED
Shares0 from 10,202
Change-10,202 (-100%)
Value$0 (-$387.1K)
Filed 2026-11-09
Legacy Financial Advisors, Inc.
CLOSED
Shares0 from 9,335
Change-9,335 (-100%)
Value$0 (-$354.2K)
Filed 2026-11-09
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 8,115
Change-8,115 (-100%)
Value$0 (-$307.9K)
Filed 2026-10-16
Vontobel Holding Ltd.
CLOSED
Shares0 from 6,875
Change-6,875 (-100%)
Value$0 (-$260.8K)
Filed 2026-10-16
Valmark Advisers, Inc.
CLOSED
Shares0 from 6,418
Change-6,418 (-100%)
Value$0 (-$243.5K)
Filed 2026-11-06
Private Advisory Group LLC
CLOSED
Shares0 from 5,405
Change-5,405 (-100%)
Value$0 (-$205.1K)
Filed 2026-11-06
Clark Asset Management, LLC
CLOSED
Shares0 from 5,376
Change-5,376 (-100%)
Value$0 (-$204.0K)
Filed 2026-10-19
Retirement Planning Co of New England, Inc.
CLOSED
Shares0 from 5,322
Change-5,322 (-100%)
Value$0 (-$201.9K)
Filed 2026-10-15
AdvisorNet Financial, Inc
CLOSED
Shares0 from 3,201
Change-3,201 (-100%)
Value$0 (-$121.4K)
Filed 2026-10-15
LFA - Lugano Financial Advisors SA
CLOSED
Shares0 from 1,601
Change-1,601 (-100%)
Value$0 (-$60.7K)
Filed 2026-11-03
Strategic Wealth Advisors LLC
CLOSED
Shares0 from 1,034
Change-1,034 (-100%)
Value$0 (-$37)
Filed 2026-11-06
Salem Investment Counselors Inc
CLOSED
Shares0 from 899
Change-899 (-100%)
Value$0 (-$34.1K)
Filed 2026-10-13
Horizon Financial Services, LLC
CLOSED
Shares0 from 660
Change-660 (-100%)
Value$0 (-$25.0K)
Filed 2026-11-04
MCF Advisors LLC
CLOSED
Shares0 from 542
Change-542 (-100%)
Value$0 (-$20.6K)
Filed 2026-10-28
Mosley Wealth Management
CLOSED
Shares0 from 419
Change-419 (-100%)
Value$0 (-$15.9K)
Filed 2026-10-16
Gill Capital Partners, LLC
CLOSED
Shares0 from 296
Change-296 (-100%)
Value$0 (-$11.2K)
Filed 2026-10-13
Hantz Financial Services, Inc.
CLOSED
Shares0 from 272
Change-272 (-100%)
Value$0 (-$10)
Filed 2026-11-09
Burk Holdings LLC
CLOSED
Shares0 from 104
Change-104 (-100%)
Value$0 (-$3.9K)
Filed 2026-11-05
Concord Wealth Partners
CLOSED
Shares0 from 82
Change-82 (-100%)
Value$0 (-$3.1K)
Filed 2026-11-02
Heritage Wealth Advisors
CLOSED
Shares0 from 52
Change-52 (-100%)
Value$0 (-$2.0K)
Filed 2026-11-09
LifeSteps Financial, Inc.
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$1.9K)
Filed 2026-10-15
Strategic Advocates LLC
CLOSED
Shares0 from 28
Change-28 (-100%)
Value$0 (-$1.1K)
Filed 2026-11-03
Beacon Capital Management, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-10-13
Bank of America Corp
N/A
Shares— from 5,264,818
Change-5,264,818 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 5,178,924
Change-5,178,924 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,117,963
Change-2,117,963 (-100%)
Value—
FIL Ltd
N/A
Shares— from 2,062,221
Change-2,062,221 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,211,623
Change-1,211,623 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 931,608
Change-931,608 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 886,667
Change-886,667 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 553,011
Change-553,011 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 469,837
Change-469,837 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 421,582
Change-421,582 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 386,223
Change-386,223 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 376,182
Change-376,182 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 341,820
Change-341,820 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 323,444
Change-323,444 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 322,421
Change-322,421 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 308,306
Change-308,306 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 249,105
Change-249,105 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 246,161
Change-246,161 (-100%)
Value—
Nan Shan Life Insurance Co., Ltd.
N/A
Shares— from 234,000
Change-234,000 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 220,100
Change-220,100 (-100%)
Value—
Blair William & Co
N/A
Shares— from 202,343
Change-202,343 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 185,707
Change-185,707 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 175,716
Change-175,716 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 159,136
Change-159,136 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 141,531
Change-141,531 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 139,671
Change-139,671 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 108,373
Change-108,373 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 104,045
Change-104,045 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 103,113
Change-103,113 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 96,104
Change-96,104 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 94,497
Change-94,497 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 93,614
Change-93,614 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 92,133
Change-92,133 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 84,009
Change-84,009 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 79,027
Change-79,027 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 77,827
Change-77,827 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 69,955
Change-69,955 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 64,445
Change-64,445 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 63,928
Change-63,928 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 61,338
Change-61,338 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 59,607
Change-59,607 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 56,997
Change-56,997 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 50,474
Change-50,474 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 46,358
Change-46,358 (-100%)
Value—
Hancock Prospecting Pty Ltd
N/A
Shares— from 45,766
Change-45,766 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 44,406
Change-44,406 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 44,298
Change-44,298 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 43,932
Change-43,932 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 41,173
Change-41,173 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 41,125
Change-41,125 (-100%)
Value—
Commerce Bank
N/A
Shares— from 40,223
Change-40,223 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 39,738
Change-39,738 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 34,058
Change-34,058 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 33,452
Change-33,452 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 32,570
Change-32,570 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 31,448
Change-31,448 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 31,053
Change-31,053 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 29,605
Change-29,605 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 28,459
Change-28,459 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 28,333
Change-28,333 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 27,903
Change-27,903 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 27,039
Change-27,039 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 26,929
Change-26,929 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 25,727
Change-25,727 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 24,816
Change-24,816 (-100%)
Value—
EFG International AG
N/A
Shares— from 24,130
Change-24,130 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 24,022
Change-24,022 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 23,394
Change-23,394 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 23,209
Change-23,209 (-100%)
Value—
FMR LLC
N/A
Shares— from 23,090
Change-23,090 (-100%)
Value—
Estate Planners Group, LLC
N/A
Shares— from 22,699
Change-22,699 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 21,923
Change-21,923 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 21,017
Change-21,017 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 20,809
Change-20,809 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 20,750
Change-20,750 (-100%)
Value—
Henson-Edgewater Management, LLC
N/A
Shares— from 20,280
Change-20,280 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 19,818
Change-19,818 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 19,596
Change-19,596 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 19,561
Change-19,561 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 19,229
Change-19,229 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 19,076
Change-19,076 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 18,814
Change-18,814 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 18,223
Change-18,223 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 17,508
Change-17,508 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 17,388
Change-17,388 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 16,668
Change-16,668 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 15,943
Change-15,943 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 15,670
Change-15,670 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 15,187
Change-15,187 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 14,098
Change-14,098 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 13,970
Change-13,970 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 13,959
Change-13,959 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 13,944
Change-13,944 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 13,861
Change-13,861 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 12,897
Change-12,897 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 12,766
Change-12,766 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 12,748
Change-12,748 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 12,500
Change-12,500 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 12,472
Change-12,472 (-100%)
Value—
&partners
N/A
Shares— from 11,876
Change-11,876 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 11,730
Change-11,730 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 11,704
Change-11,704 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 11,681
Change-11,681 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 11,560
Change-11,560 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 11,296
Change-11,296 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 11,234
Change-11,234 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 11,216
Change-11,216 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 10,989
Change-10,989 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 10,956
Change-10,956 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 10,948
Change-10,948 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 10,772
Change-10,772 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 10,481
Change-10,481 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 10,063
Change-10,063 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 9,278
Change-9,278 (-100%)
Value—
Pack Private Wealth, LLC
N/A
Shares— from 9,234
Change-9,234 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 9,221
Change-9,221 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 8,888
Change-8,888 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 8,825
Change-8,825 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 8,678
Change-8,678 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 8,577
Change-8,577 (-100%)
Value—
Stephens Inc
N/A
Shares— from 8,402
Change-8,402 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 7,789
Change-7,789 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 7,641
Change-7,641 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 7,572
Change-7,572 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 7,102
Change-7,102 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 7,010
Change-7,010 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 6,925
Change-6,925 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 6,753
Change-6,753 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 6,670
Change-6,670 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 6,646
Change-6,646 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 6,175
Change-6,175 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 6,170
Change-6,170 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 5,950
Change-5,950 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 5,844
Change-5,844 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 5,798
Change-5,798 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 5,618
Change-5,618 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 5,528
Change-5,528 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 5,521
Change-5,521 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 5,500
Change-5,500 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 4,621
Change-4,621 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 4,241
Change-4,241 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 4,191
Change-4,191 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 3,959
Change-3,959 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 3,895
Change-3,895 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 3,659
Change-3,659 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 3,355
Change-3,355 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 3,178
Change-3,178 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 2,774
Change-2,774 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 2,411
Change-2,411 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,157
Change-2,157 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,927
Change-1,927 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 1,820
Change-1,820 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,766
Change-1,766 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,716
Change-1,716 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,570
Change-1,570 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 1,109
Change-1,109 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,086
Change-1,086 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,020
Change-1,020 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 906
Change-906 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 869
Change-869 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 792
Change-792 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 749
Change-749 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 723
Change-723 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 682
Change-682 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 602
Change-602 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 525
Change-525 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 503
Change-503 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 495
Change-495 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 394
Change-394 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 385
Change-385 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 373
Change-373 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 347
Change-347 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 337
Change-337 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 330
Change-330 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 315
Change-315 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 251
Change-251 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 234
Change-234 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 225
Change-225 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 220
Change-220 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 207
Change-207 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 185
Change-185 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 160
Change-160 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 150
Change-150 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 133
Change-133 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 110
Change-110 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 98
Change-98 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 81
Change-81 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 65
Change-65 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 53
Change-53 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 49
Change-49 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 35
Change-35 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 20
Change-20 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 5
Change-5 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
DECREASED2,156,4032,268,560-112,157-5%$86.1M$76.0M-$10.1M2026-11-06
Commonwealth Equity Services, LLC
DECREASED753,170798,203-45,033-6%$30.3M$26.5M-$3.7M2026-11-02
Citigroup Inc
DECREASED559,968662,650-102,682-15%$25.1M$19.7M-$5.4M2026-11-04
Lido Advisors, LLC
INCREASED444,808187,645+257,163+137%$7.1M$15.7M+$8.6M2026-11-04
Clearwater Capital Advisors, LLC
DECREASED365,236377,404-12,168-3%$14.3M$12.9M-$1.5M2026-11-06
PNC Financial Services Group, Inc.
DECREASED335,497349,222-13,725-4%$13.2M$11.8M-$1.4M2026-11-06
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
UNCHANGED333,630333,63000%$12.7M$11.8M-$904.1K2026-10-15
Wealthfront Advisers LLC
DECREASED305,392308,062-2,670-1%$11.7M$10.8M-$928.9K2026-11-09
Mirae Asset Global Investments Co., Ltd.
DECREASED302,982389,972-86,990-22%$14.8M$10.7M-$4.1M2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED285,610287,220-1,610-1%$10.9M$10.1M-$835.0K2026-11-02
Barclays PLC
DECREASED249,786346,484-96,698-28%$13.1M$8.8M-$4.3M2026-11-06
Foguth Wealth Management, Llc.
DECREASED244,347301,486-57,139-19%$10.3M$8.1M-$2.3M2026-10-19
Pinnacle Associates LTD
INCREASED232,386231,758+628+0%$8.8M$8.2M-$605.9K2026-10-20
Kestra Advisory Services, LLC
INCREASED231,518209,945+21,573+10%$8.0M$8.2M+$187.3K2026-11-02
CX Institutional
INCREASED159,800127,120+32,680+26%$4.8K$5.6M+$5.6M2026-10-02
Pinnacle Wealth Management Advisory Group, LLC
INCREASED143,142139,260+3,882+3%$5.3M$5.0M-$240.6K2026-10-23
Crestwood Advisors Group, LLC
DECREASED141,458141,940-4820%$5.4M$5.0M-$401.6K2026-10-27
Park Avenue Securities LLC
INCREASED121,151106,358+14,793+14%$4.0M$4.3M+$233.0K2026-10-26
Mesirow Financial Investment Management, Inc.
INCREASED110,147109,041+1,106+1%$4.1M$3.9M-$256.6K2026-11-05
Creative Planning
DECREASED108,066108,540-4740%$4.1M$3.8M-$310.8K2026-11-02
Sage Capital Management, LLC
INCREASED107,463106,034+1,429+1%$4.0M$3.8M-$237.0K2026-10-20
Fiduciary Alliance LLC
DECREASED95,687128,394-32,707-25%$4.9M$3.4M-$1.5M2026-10-13
Sterling Investment Advisors, Ltd.
DECREASED95,150125,015-29,865-24%$4.7M$3.4M-$1.4M2026-10-27
Fisher Asset Management, LLC
DECREASED75,49477,962-2,468-3%$3.0M$2.7M-$298.2K2026-11-06
Bank of Montreal
INCREASED74,53814,538+60,000+413%$551.6K$2.6M+$2.1M2026-11-09
Tepp RIA, LLC
INCREASED74,30169,089+5,212+8%$2.6M$2.6M-$3.6K2026-10-14
D.A. Davidson & Co.
INCREASED70,32068,644+1,676+2%$2.6M$2.5M-$127.0K2026-10-28
Tucker Asset Management LLC
INCREASED65,64260,933+4,709+8%$2.3M$2.3M+$7742026-10-29
Independent Financial Group, LLC
INCREASED63,32661,888+1,438+2%$2.3M$2.2M-$117.1K2026-10-13
GFS Advisors, LLC
INCREASED54,70446,965+7,739+16%$7.1K$1.9M+$1.9M2026-11-03
HUB Investment Partners, LLC
DECREASED53,21253,300-880%$2.0M$1.9M-$147.6K2026-11-03
Emerald Advisors, LLC
INCREASED52,96346,945+6,018+13%$1.8M$1.9M+$84.8K2026-10-13
Concurrent Investment Advisors, LLC
INCREASED50,48238,840+11,642+30%$1.5M$1.8M+$304.9K2026-10-16
Obsidian CIO, LLC
INCREASED46,83231,525+15,307+49%$1.2M$1.6M+$453.8K2026-11-05
Sterling Investment Counsel, LLC
INCREASED46,52145,056+1,465+3%$1.7M$1.6M-$70.5K2026-10-19
Wealth Enhancement Advisory Services, LLC
DECREASED46,25748,109-1,852-4%$1.8M$1.6M-$164.6K2026-10-13
Geneos Wealth Management Inc.
DECREASED46,12548,889-2,764-6%$1.9M$1.6M-$229.9K2026-11-09
Paragon Private Wealth Management, LLC
INCREASED43,12541,156+1,969+5%$1.6M$1.5M-$42.2K2026-10-20
Oppenheimer & Co Inc
DECREASED42,32243,727-1,405-3%$1.7M$1.5M-$168.0K2026-10-26
Arta Finance Wealth Management LLC
INCREASED37,45930,786+6,673+22%$1.2M$1.3M+$151.7K2026-10-28
J.W. Cole Advisors, Inc.
INCREASED34,67827,802+6,876+25%$1.1M$1.2M+$166.9K2026-11-05
HB Wealth Management, LLC
DECREASED30,80830,815-70%$1.2M$1.1M-$83.8K2026-10-23
Endowment Wealth Management, Inc.
INCREASED28,30823,535+4,773+20%$892.9K$997.3K+$104.4K2026-11-03
Bessemer Group Inc
UNCHANGED27,50527,50500%$1.0M$969.0K-$75.0K2026-11-09
Farther Finance Advisors, LLC
DECREASED26,64127,720-1,079-4%$1.1M$938.6K-$113.2K2026-10-08
Phoenix Wealth Advisors
DECREASED26,44526,879-434-2%$1.0M$931.6K-$88.1K2026-11-03
Eagle Strategies LLC
INCREASED26,38826,135+253+1%$991.6K$929.6K-$61.9K2026-10-16
Flagstar Securities, Inc
INCREASED25,72225,694+28+0%$975.3K$906.2K-$69.1K2026-10-15
Solstein Capital, LLC
INCREASED25,56225,302+260+1%$960.0K$900.5K-$59.4K2026-11-02
Belpointe Asset Management LLC
DECREASED25,18551,468-26,283-51%$2.0M$887.3K-$1.1M2026-11-09
Wealthcare Advisory Partners LLC
DECREASED25,17527,207-2,032-7%$1.0M$886.9K-$145.3K2026-10-21
Cascade Investment Group, Inc.
INCREASED24,95224,031+921+4%$911.7K$879.1K-$32.7K2026-10-13
Koa Wealth Management, LLC
DECREASED24,21124,214-30%$918.7K$853.0K-$65.7K2026-10-14
Truist Financial Corp
DECREASED21,73127,193-5,462-20%$1.0M$765.6K-$266.1K2026-10-30
KFG Wealth Management, LLC
INCREASED21,54619,065+2,481+13%$723.3K$759.1K+$35.7K2026-10-16
Allen Capital Group, LLC
INCREASED21,17420,881+293+1%$792.2K$746.0K-$46.3K2026-10-27
Western Wealth Management, LLC
DECREASED20,87020,911-410%$793.4K$735.3K-$58.1K2026-11-09
Brookstone Capital Management
DECREASED20,42922,147-1,718-8%$840.3K$719.7K-$120.5K2026-10-22
Ascentis Independent Advisors
NEW19,077—+19,077——$672.2K—2026-11-03
Visionary Wealth Advisors
INCREASED18,75718,005+752+4%$683.1K$660.8K-$22.3K2026-11-04
Avior Wealth Management, LLC
INCREASED18,22918,167+62+0%$689.3K$642.2K-$47.1K2026-10-13
Thrivent Financial for Lutherans
DECREASED18,14418,493-349-2%$702.0K$643.0K-$59.0K2026-11-05
APS Management Group, Inc.
DECREASED18,09229,660-11,568-39%$1.1M$637.4K-$487.9K2026-10-14
Merit Financial Group, LLC
INCREASED17,76015,525+2,235+14%$589.0K$625.7K+$36.7K2026-11-06
Equitable Trust Co
UNCHANGED17,43917,43900%$661.6K$614.4K-$47.3K2026-10-13
VestGen Advisors, LLC
INCREASED17,37817,000+378+2%$645.0K$612.2K-$32.8K2026-10-27
Savant Capital, LLC
INCREASED17,30310,387+6,916+67%$389.0K$609.6K+$220.6K2026-11-06
Lanark Financial, Inc.
DECREASED17,19818,194-996-5%$690.3K$605.9K-$84.4K2026-10-26
Moneco Advisors, LLC
INCREASED16,57316,056+517+3%$609.2K$583.9K-$25.3K2026-11-05
Ellis Investment Partners, LLC
INCREASED16,44515,930+515+3%$604.4K$579.4K-$25.1K2026-10-21
Archford Capital Strategies, LLC
INCREASED16,36616,186+180+1%$614.1K$576.6K-$37.5K2026-10-19
Harbour Investments, Inc.
DECREASED16,35616,424-680%$623.1K$576.2K-$46.9K2026-11-09
Choreo, LLC
INCREASED15,47915,473+6+0%$587.3K$545.3K-$42.0K2026-10-28
Retirement Planning Group, LLC
DECREASED15,23716,326-1,089-7%$619.4K$536.8K-$82.6K2026-10-19
Kingswood Wealth Advisors, LLC
DECREASED14,370112,909-98,539-87%$4.3M$506.2K-$3.8M2026-10-23
Nwam LLC
INCREASED14,2456,641+7,604+115%$252.0K$374.7K+$122.8K2026-11-09
US Bancorp \de\
DECREASED14,23116,019-1,788-11%$607.8K$501.4K-$106.4K2026-11-05
Great Valley Advisor Group, Inc.
INCREASED14,13213,601+531+4%$515.8K$497.6K-$18.2K2026-11-09
Spire Wealth Management
DECREASED14,05315,313-1,260-8%$581.0K$495.1K-$85.9K2026-10-30
Toth Financial Advisory Corp
DECREASED13,75015,230-1,480-10%$577.8K$484.4K-$93.4K2026-10-08
Alpha Wealth Funds, LLC
DECREASED13,73713,937-200-1%$528.8K$484.0K-$44.8K2026-11-05
StoneX Group Inc.
INCREASED13,7366,565+7,171+109%$249.6K$486.0K+$236.4K2026-11-03
Moors & Cabot, Inc.
DECREASED13,60014,255-655-5%$540.8K$479.1K-$61.7K2026-11-06
Capital Investment Advisory Services, LLC
UNCHANGED13,55513,55500%$514.3K$477.5K-$36.7K2026-10-30
Certuity, LLC
INCREASED13,4009,559+3,841+40%$362.7K$472.1K+$109.4K2026-11-02
Atria Investments, Inc
NEW12,974—+12,974——$457.1K—2026-10-15
BCS Wealth Management
INCREASED12,94112,033+908+8%$456.5K$455.9K-$6192026-11-03
Traphagen Investment Advisors LLC
INCREASED12,77211,126+1,646+15%$422.1K$450.0K+$27.8K2026-10-14
Portland Financial Advisors Inc
DECREASED12,75112,931-180-1%$490.6K$449.2K-$41.4K2026-10-26
Soltis Investment Advisors LLC
INCREASED12,7018,928+3,773+42%$338.7K$447.5K+$108.7K2026-10-28
Aureum Wealth Management, LLC
INCREASED12,36610,788+1,578+15%$409.3K$435.7K+$26.4K2026-10-15
Sun Group Wealth Partners
INCREASED12,26912,268+1+0%$465.5K$432.2K-$33.3K2026-10-26
BOS Asset Management, LLC
INCREASED12,20411,861+343+3%$450.0K$429.9K-$20.1K2026-10-09
SBI Securities Co., Ltd.
INCREASED12,01011,164+846+8%$423.6K$423.1K-$4502026-10-22
International Assets Investment Management, LLC
DECREASED11,69518,175-6,480-36%$691.7K$414.4K-$277.4K2026-11-02
Apella Capital, LLC
UNCHANGED11,24311,24300%$411.4K$401.0K-$10.3K2026-10-08
Wedbush Securities Inc
DECREASED11,02812,649-1,621-13%$480.0K$389.0K-$91.0K2026-10-22
RFG Advisory, LLC
DECREASED11,00927,636-16,627-60%$1.0M$387.8K-$660.7K2026-11-03
Prospera Financial Services Inc
INCREASED10,87610,672+204+2%$405.0K$350.6K-$54.5K2026-11-04
Florida Trust Wealth Management Co
INCREASED10,51010,250+260+3%$388.9K$370.3K-$18.6K2026-11-05
Fortis Capital Advisors, LLC
DECREASED10,39810,498-100-1%$398.3K$366.3K-$32.0K2026-11-09
Advantage Trust Co
UNCHANGED10,37610,37600%$393.7K$365.5K-$28.1K2026-10-19
Wealthcare Capital Partners, LLC
DECREASED10,36211,139-777-7%$422.6K$365.1K-$57.6K2026-10-21
True Private Wealth Advisors
NEW10,250—+10,250——$361.1K—2026-10-19
David Kennon Inc
UNCHANGED10,23010,23000%$388.1K$360.4K-$27.7K2026-10-13
Fifth Third Bancorp
DECREASED10,05810,129-71-1%$384.3K$354.3K-$30.0K2026-11-05
MinichMacGregor Wealth Management, LLC
NEW9,891—+9,891——$348.5K—2026-10-14
CGC Financial Services, LLC
UNCHANGED9,8579,85700%$374.0K$347.3K-$26.7K2026-10-13
Fortune Financial Group, Inc.
INCREASED9,7179,291+426+5%$352.5K$342.3K-$10.2K2026-10-22
Apollon Wealth Management, LLC
DECREASED9,6339,733-100-1%$369.3K$339.4K-$29.9K2026-10-23
AlphaCore Capital LLC
DECREASED9,46210,958-1,496-14%$415.9K$333.4K-$82.6K2026-11-04
Connecticut Capital Management Group, LLC
INCREASED9,3028,261+1,041+13%$313.4K$327.7K+$14.3K2026-10-29
Amundi
UNCHANGED9,3009,30000%$352.8K$327.6K-$25.2K2026-11-06
Krilogy Financial LLC
DECREASED9,26610,020-754-8%$380.2K$323.4K-$56.8K2026-10-13
Signaturefd, LLC
INCREASED9,1788,996+182+2%$341.3K$323.3K-$18.0K2026-10-23
Beacon Financial Advisory LLC
DECREASED8,70216,009-7,307-46%$607.4K$306.6K-$300.8K2026-10-16
Carlson Financial, Inc.
DECREASED8,5619,153-592-6%$347.4K$301.6K-$45.8K2026-11-05
Indivisible Partners
NEW8,467—+8,467——$298.3K—2026-10-26
HighPoint Advisor Group LLC
INCREASED8,2368,234+2+0%$312.4K$290.2K-$22.2K2026-11-09
OpenArc Corporate Advisory, LLC
UNCHANGED7,7477,74700%$293.9K$272.9K-$21.0K2026-10-21
Chicago Partners Investment Group LLC
DECREASED7,7098,135-426-5%$279.1K$254.5K-$24.6K2026-10-27
Coldstream Capital Management Inc
DECREASED7,6737,734-61-1%$293.4K$270.3K-$23.1K2026-11-09
Fortis Group Advisors, LLC
DECREASED7,54740,812-33,265-82%$1.5M$243.2K-$1.3M2026-11-06
Capital Advantage, Inc.
NEW7,464—+7,464——$263.0K—2026-10-14
Dutch Asset Corp
DECREASED7,4559,055-1,600-18%$343.5K$262.6K-$80.9K2026-10-20
Aurora Private Wealth, Inc.
INCREASED7,3477,345+2+0%$279.0K$259.0K-$20.0K2026-10-20
SteelPeak Wealth, LLC
DECREASED7,33010,430-3,100-30%$395.9K$258.2K-$137.7K2026-10-16
Davenport & Co LLC
DECREASED7,2418,939-1,698-19%$339.1K$255.1K-$84.0K2026-10-14
Fullerton Advisors, LLC
DECREASED7,1977,374-177-2%$279.8K$253.5K-$26.2K2026-10-14
Invera Wealth Advisors, LLC
INCREASED7,1776,473+704+11%$245.6K$252.8K+$7.3K2026-10-28
Flagship Harbor Advisors, LLC
DECREASED7,1777,334-157-2%$278.2K$252.8K-$25.4K2026-10-26
E&G Advisors, LLC
DECREASED7,1427,159-170%$271.6K$251.6K-$20.0K2026-10-13
Pine Valley Investments Ltd Liability Co
DECREASED7,1419,889-2,748-28%$375.3K$251.6K-$123.7K2026-11-09
Kestra Private Wealth Services, LLC
DECREASED7,1007,221-121-2%$274.0K$250.1K-$23.8K2026-11-06
Financial Perspectives, Inc
INCREASED7,0936,963+130+2%$264.2K$249.9K-$14.3K2026-11-03
Sunpointe, LLC
INCREASED7,0037,000+3+0%$265.6K$246.7K-$18.8K2026-10-22
Triumph Capital Management
DECREASED6,8817,208-327-5%$273.5K$242.4K-$31.1K2026-10-14
IFP Advisors, Inc
DECREASED6,6896,840-151-2%$259.5K$235.7K-$23.9K2026-10-16
Laurel OAK Wealth Management, LLC
DECREASED6,6749,368-2,694-29%$355.4K$235.1K-$120.3K2026-10-19
PFG Advisors
DECREASED6,6056,891-286-4%$261.4K$232.7K-$28.8K2026-10-16
Beverly Hills Private Wealth, LLC
UNCHANGED6,3856,38500%$242.3K$225.0K-$17.3K2026-11-04
RMR Wealth Builders
INCREASED6,3046,303+1+0%$239.1K$222.1K-$17.0K2026-10-22
James J. Burns & Company, LLC
DECREASED6,2837,451-1,168-16%$282.7K$221.4K-$61.3K2026-10-22
Comprehensive Financial Consultants Institutional, Inc.
INCREASED6,1946,152+42+1%$233.4K$218.2K-$15.2K2026-10-15
Quantum Financial Planning Services, Inc.
UNCHANGED6,1706,17000%$234.1K$217.4K-$16.7K2026-10-14
Family Office Research LLC
DECREASED6,0026,522-520-8%$247.4K$211.5K-$36.0K2026-10-14
Compagnie Lombard Odier SCmA
INCREASED6,0002,000+4,000+200%$75.9K$211.4K+$135.5K2026-11-04
Anson Capital, Inc.
UNCHANGED5,9565,95600%$226.0K$209.8K-$16.1K2026-10-23
Perigon Wealth Management, LLC
DECREASED5,9496,302-353-6%$239.1K$209.6K-$29.5K2026-10-22
IMG Wealth Management, Inc.
DECREASED5,8696,115-246-4%$232.0K$206.8K-$25.2K2026-10-27
Powell Investment Advisors, LLC
UNCHANGED5,4025,40200%$205.0K$190.3K-$14.7K2026-10-22
Ashton Thomas Private Wealth, LLC
INCREASED4,9833,650+1,333+37%$138.5K$175.6K+$37.1K2026-11-03
Winch Advisory Services, LLC
INCREASED4,9324,930+2+0%$187.0K$173.8K-$13.3K2026-11-06
Assetmark, Inc
INCREASED4,5242,941+1,583+54%$111.6K$159.4K+$47.8K2026-10-21
TD Waterhouse Canada Inc.
INCREASED4,5204,326+194+4%$164.6K$160.1K-$4.5K2026-10-16
IFG Advisory, LLC
INCREASED4,3334,185+148+4%$158.8K$152.6K-$6.1K2026-11-09
Allworth Financial LP
UNCHANGED4,2584,25800%$161.5K$161.5K$02026-11-06
Manchester Capital Management LLC
UNCHANGED3,7003,70000%$140.4K$130.4K-$10.0K2026-10-22
Armstrong Advisory Group, Inc
UNCHANGED3,5453,54500%$134.5K$124.9K-$9.6K2026-10-09
Hazlett, Burt & Watson, Inc.
DECREASED3,3183,357-39-1%$94.0K$81.0K-$13.0K2026-11-04
Golden State Wealth Management, LLC
DECREASED3,1923,200-80%$121.4K$112.5K-$9.0K2026-11-02
Brown, Lisle Ings, Inc.
UNCHANGED3,0503,05000%$115.7K$107.5K-$8.3K2026-10-16
Creative Financial Designs Inc
INCREASED3,0492,999+50+2%$113.8K$107.4K-$6.4K2026-11-04
Intesa Sanpaolo Wealth Management
UNCHANGED3,0003,00000%$113.8K$105.7K-$8.1K2026-10-28
Parallel Advisors, LLC
INCREASED2,8012,800+1+0%$106.3K$98.7K-$7.6K2026-11-03
Rossby Financial, LCC
INCREASED2,6961,085+1,611+148%$41.1K$95.0K+$53.8K2026-11-05
Fortitude Family Office, LLC
INCREASED2,6072,606+1+0%$98.9K$91.9K-$7.0K2026-10-14
Laurel Wealth Advisors LLC
NEW2,462—+2,462——$86.7K—2026-10-27
Natixis
UNCHANGED2,2972,29700%$86.7K$81.4K-$5.3K2026-11-06
EverSource Wealth Advisors, LLC
DECREASED2,2572,853-596-21%$108.2K$79.5K-$28.7K2026-11-04
Foresight Capital Management Advisors, Inc.
NEW2,174—+2,174——$76.6K—2026-10-27
Elevation Wealth Partners, LLC
UNCHANGED2,1052,10500%$79.9K$74.2K-$5.7K2026-10-07
Realta Investment Advisors
UNCHANGED2,0752,07500%$78.7K$73.1K-$5.6K2026-10-14
Heritage Family Offices, LLP
NEW2,017—+2,017——$71.1K—2026-11-02
Arlington Trust Co LLC
INCREASED2,0001,000+1,000+100%$37.9K$70.5K+$32.5K2026-10-20
Evolution Wealth Management Inc.
UNCHANGED1,9801,98000%$75.1K$69.8K-$5.4K2026-10-28
Asset Dedication, LLC
UNCHANGED1,9661,96600%$74.6K$69.3K-$5.3K2026-11-03
Archer Investment Corp
UNCHANGED1,8361,83600%$69.7K$64.7K-$5.0K2026-11-05
Private Trust Co NA
INCREASED1,8011,721+80+5%$65.3K$63.4K-$1.8K2026-10-20
Team Financial Group, LLC
NEW1,740—+1,740——$61.3K—2026-10-30
Blue Bell Private Wealth Management, LLC
INCREASED1,471821+650+79%$31.1K$51.8K+$20.7K2026-10-29
Harbor Investment Advisory, LLC
UNCHANGED1,3761,37600%$52.2K$48.5K-$3.7K2026-10-13
Blue Trust, Inc.
INCREASED1,3691,347+22+2%$51.1K$48.2K-$2.9K2026-10-15
Mather Group, Llc.
UNCHANGED1,3671,36700%$51.9K$48.2K-$3.7K2026-10-14
Latitude Advisors, LLC
NEW1,312—+1,312——$46.2K—2026-10-27
James T. Borello RIA
UNCHANGED1,2651,26500%$48.0K$44.6K-$3.4K2026-10-16
Noble Wealth Management PBC
UNCHANGED1,2001,20000%$45.5K$42.3K-$3.3K2026-10-01
Highline Wealth Partners LLC
UNCHANGED1,1401,14000%$43.3K$40.2K-$3.1K2026-10-19
Financial Freedom, LLC
NEW1,115—+1,115——$39.3K—2026-11-06
Kingdom Financial Group Llc.
INCREASED1,0961,095+1+0%$41.6K$38.6K-$3.0K2026-11-04
Smithfield Trust Co
UNCHANGED1,0001,00000%$38.0K$35.0K-$3.0K2026-11-09
NBH Bank
UNCHANGED1,0001,00000%$37.9K$35.2K-$2.7K2026-11-05
Pittenger & Anderson Inc
UNCHANGED99599500%$37.8K$35.1K-$2.7K2026-11-02
Ashton Thomas Securities, LLC
NEW962—+962——$33.9K—2026-10-26
Root Financial Partners, LLC
NEW948—+948——$33.4K—2026-10-21
Pathway Financial Advisers, LLC
NEW931—+931——$32.8K—2026-10-27
Abound Wealth Management
INCREASED91010+900+9000%$380$32.1K+$31.7K2026-10-26
Hilton Head Capital Partners, LLC
UNCHANGED81281200%$30.8K$28.6K-$2.2K2026-10-23
Caldwell Trust Co
NEW709—+709——$25.0K—2026-10-30
SJS Investment Consulting Inc.
UNCHANGED70070000%$26.6K$24.7K-$1.9K2026-10-26
Centerpoint Advisors, LLC
UNCHANGED70070000%$27$25-$22026-11-05
Coston, McIsaac & Partners
UNCHANGED69569500%$26$24.5K+$24.5K2026-11-06
Gen-Wealth Partners Inc
INCREASED679420+259+62%$15.9K$23.9K+$8.0K2026-11-04
Glass Jacobson Investment Advisors llc
INCREASED580579+1+0%$22.0K$20.4K-$1.6K2026-10-26
Dhjj Financial Advisors, Ltd.
UNCHANGED57857800%$21.9K$20.4K-$1.6K2026-10-23
Winthrop Capital Management, LLC
UNCHANGED55255200%$21.0K$19.4K-$1.6K2026-11-05
Birch Financial Group, LLC
NEW461—+461——$16.2K—2026-10-27
First Bancorp, Inc
UNCHANGED44044000%$16.7K$15.5K-$1.2K2026-10-26
CoreCap Advisors, LLC
DECREASED427768-341-44%$29.1K$15.0K-$14.1K2026-10-08
NBT Bank, N.A.
INCREASED417416+1+0%$15.8K$14.7K-$1.1K2026-10-21
Costello Asset Management, Inc
UNCHANGED40640600%$15.4K$14.3K-$1.1K2026-10-30
Princeton Global Asset Management LLC
UNCHANGED40040000%$15.2K$14.1K-$1.1K2026-10-21
Bell Investment Advisors, Inc
UNCHANGED39639600%$15.0K$14.0K-$1.1K2026-10-29
Russell Investments Group, Ltd.
DECREASED3881,561-1,173-75%$59.2K$13.7K-$45.6K2026-11-06
GK Wealth Management LLC
NEW384—+384——$13.5K—2026-10-09
Compass Financial Management LLC
INCREASED352351+1+0%$13.3K$12.4K-$9462026-10-30
Cedar Mountain Advisors, LLC
UNCHANGED35235200%$13.4K$12.4K-$9492026-10-15
Provenance Wealth Advisors, LLC
UNCHANGED34834800%$13.2K$12.3K-$9432026-10-30
Elevated Capital Advisors, LLC
UNCHANGED34834800%$13.2K$12.3K-$9372026-11-04
Country Trust Bank
UNCHANGED34534500%$13.1K$12.2K-$9352026-10-30
Hickory Point Bank & Trust
NEW306—+306——$10.8K—2026-10-01
Signature Equity Partners, LLC
UNCHANGED30230200%$11.4K$10.6K-$8142026-10-29
Dynamic Wealth Strategies, LLC
UNCHANGED27827800%$10.5K$9.8K-$7532026-10-16
High Point Wealth Management, LLC
NEW275—+275——$9.7K—2026-11-05
GHP Investment Advisors, Inc.
DECREASED272376-104-28%$14.3K$9.6K-$4.7K2026-10-15
Nova Financial LLC
NEW233—+233——$8.2K—2026-11-04
Fiduciary Advisors, Inc.
INCREASED215214+1+0%$8.1K$7.6K-$5772026-10-16
Clearstead Advisors, LLC
DECREASED2081,173-965-82%$44.5K$7.3K-$37.2K2026-11-06
PayPay Securities Corp
NEW207—+207——$7.3K—2026-10-27
Trust Co
UNCHANGED20620600%$7.8K$7.3K-$5592026-10-09
J. R. Prunier Capital Management LLC
UNCHANGED20120100%$7.6K$7.1K-$5412026-11-09
Westside Investment Management, Inc.
UNCHANGED20020000%$7.6K$7.0K-$5422026-11-02
Tidemark, LLC
UNCHANGED13313300%$5.0K$4.7K-$3602026-11-09
Central Trust Co
UNCHANGED13113100%$5.0K$4.6K-$3552026-11-05
CNB Bank
UNCHANGED11211200%$4.2K$3.9K-$3032026-11-09
Financial Consulate, Inc
UNCHANGED10010000%$3.8K$3.5K-$2712026-10-23
New England Capital Financial Advisors LLC
NEW94—+94——$3.3K—2026-11-03
Rachor Investment Advisory Services, LLC
NEW86—+86——$3.0K—2026-10-29
Entrust Financial LLC
INCREASED8565+20+31%$2.5K$3.0K+$5282026-11-04
CFG Wealth Management Services, Inc.
NEW75—+75——$2.7K—2026-10-21
PlanVest Financial, Inc
NEW71—+71——$2.5K—2026-11-09
Nfsg Corp
UNCHANGED696900%$2.6K$2.4K-$1872026-10-15
Silver Grove Financial Group, Inc.
INCREASED6316+47+294%$607$2.2K+$1.6K2026-11-05
Cassaday & Co Wealth Management LLC
UNCHANGED595900%$2.2K$2.1K-$1602026-10-27
Lloyd Advisory Services, Llc.
UNCHANGED464600%$1.7K$1.6K-$1242026-11-02
Darwin Wealth Management, LLC
UNCHANGED434300%$1.6K$1.5K-$1172026-11-09
Signature Resources Capital Management, LLC
NEW34—+34——$1.2K—2026-10-16
Clark Wealth Partners
UNCHANGED313100%$1.2K$1.1K-$822026-10-19
Caldwell Sutter Capital, Inc.
UNCHANGED303000%$1.1K$1.1K-$812026-11-09
Accordant Advisory Group Inc
UNCHANGED303000%$1.1K$1.1K-$822026-10-29
Register Financial Advisors LLC
NEW29—+29——$1.0K—2026-10-23
Proathlete Wealth Management LLC
UNCHANGED252500%$952$885-$672026-10-15
Nemes Rush Group LLC
UNCHANGED202000%$759$705-$542026-11-04
Nvwm, LLC
UNCHANGED8800%$304$282-$222026-10-14
Roble, Belko & Company, Inc
INCREASED62+4+200%$0$0$02026-11-09
Versant Capital Management, Inc
NEW5—+5——$161—2026-10-02
Parkside Financial Bank & Trust
UNCHANGED5500%$205$190-$152026-10-27
North Point Portfolio Managers Corp
NEW4—+4——$141—2026-10-07
Jacobi Capital Management LLC
NEW3—+3——$106—2026-11-05
Hoey Investments, Inc
UNCHANGED3300%$114$106-$82026-10-29
Valley National Advisers Inc
NEW1—+1——$30—2026-10-23
Acropolis Investment Management, LLC
CLOSED040,428-40,428-100%$1.5M$0-$1.5M2026-10-08
Sanchez Gaunt Capital Management, LLC
CLOSED036,501-36,501-100%$1.4M$0-$1.4M2026-11-03
Trilogy Capital Inc.
CLOSED034,272-34,272-100%$1.3M$0-$1.3M2026-10-20
Blue Jean Financial LLC
CLOSED019,416-19,416-100%$736.6K$0-$736.6K2026-10-20
HBW Advisory Services LLC
CLOSED015,504-15,504-100%$588.2K$0-$588.2K2026-10-15
Jefferies Financial Group Inc.
CLOSED013,177-13,177-100%$499.9K$0-$499.9K2026-11-05
Vise Technologies, Inc.
CLOSED011,661-11,661-100%$442.4K$0-$442.4K2026-10-29
Key Client Fiduciary Advisors, LLC
CLOSED010,500-10,500-100%$398.4K$0-$398.4K2026-10-19
Squarepoint Ops LLC
CLOSED010,202-10,202-100%$387.1K$0-$387.1K2026-11-09
Legacy Financial Advisors, Inc.
CLOSED09,335-9,335-100%$354.2K$0-$354.2K2026-11-09
Y-Intercept (Hong Kong) Ltd
CLOSED08,115-8,115-100%$307.9K$0-$307.9K2026-10-16
Vontobel Holding Ltd.
CLOSED06,875-6,875-100%$260.8K$0-$260.8K2026-10-16
Valmark Advisers, Inc.
CLOSED06,418-6,418-100%$243.5K$0-$243.5K2026-11-06
Private Advisory Group LLC
CLOSED05,405-5,405-100%$205.1K$0-$205.1K2026-11-06
Clark Asset Management, LLC
CLOSED05,376-5,376-100%$204.0K$0-$204.0K2026-10-19
Retirement Planning Co of New England, Inc.
CLOSED05,322-5,322-100%$201.9K$0-$201.9K2026-10-15
AdvisorNet Financial, Inc
CLOSED03,201-3,201-100%$121.4K$0-$121.4K2026-10-15
LFA - Lugano Financial Advisors SA
CLOSED01,601-1,601-100%$60.7K$0-$60.7K2026-11-03
Strategic Wealth Advisors LLC
CLOSED01,034-1,034-100%$37$0-$372026-11-06
Salem Investment Counselors Inc
CLOSED0899-899-100%$34.1K$0-$34.1K2026-10-13
Horizon Financial Services, LLC
CLOSED0660-660-100%$25.0K$0-$25.0K2026-11-04
MCF Advisors LLC
CLOSED0542-542-100%$20.6K$0-$20.6K2026-10-28
Mosley Wealth Management
CLOSED0419-419-100%$15.9K$0-$15.9K2026-10-16
Gill Capital Partners, LLC
CLOSED0296-296-100%$11.2K$0-$11.2K2026-10-13
Hantz Financial Services, Inc.
CLOSED0272-272-100%$10$0-$102026-11-09
Burk Holdings LLC
CLOSED0104-104-100%$3.9K$0-$3.9K2026-11-05
Concord Wealth Partners
CLOSED082-82-100%$3.1K$0-$3.1K2026-11-02
Heritage Wealth Advisors
CLOSED052-52-100%$2.0K$0-$2.0K2026-11-09
LifeSteps Financial, Inc.
CLOSED050-50-100%$1.9K$0-$1.9K2026-10-15
Strategic Advocates LLC
CLOSED028-28-100%$1.1K$0-$1.1K2026-11-03
Beacon Capital Management, Inc.
UNCHANGED000—$0$0$02026-10-13
Bank of America Corp
N/A—5,264,818-5,264,818-100%$199.7M———
Morgan Stanley
N/A—5,178,924-5,178,924-100%$196.5M———
Wells Fargo & Company
N/A—2,117,963-2,117,963-100%$80.4M———
FIL Ltd
N/A—2,062,221-2,062,221-100%$78.2M———
UBS Group AG
N/A—1,211,623-1,211,623-100%$46.0M———
JPMorgan Chase & Co
N/A—931,608-931,608-100%$34.3M———
Raymond James Financial Inc
N/A—886,667-886,667-100%$33.6M———
Royal Bank of Canada
N/A—553,011-553,011-100%$21.0M———
Ameriprise Financial Inc
N/A—469,837-469,837-100%$17.8M———
Cetera Investment Advisers
N/A—421,582-421,582-100%$16.0M———
Modern Wealth Management, LLC
N/A—386,223-386,223-100%$14.7M———
Northwestern Mutual Wealth Management Co
N/A—376,182-376,182-100%$14.3M———
SG Americas Securities, LLC
N/A—341,820-341,820-100%$13.0M———
Rafferty Asset Management, LLC
N/A—323,444-323,444-100%$12.3M———
Envestnet Asset Management Inc
N/A—322,421-322,421-100%$12.2M———
Jones Financial Companies Lllp
N/A—308,306-308,306-100%$11.1M———
Osaic Holdings, Inc.
N/A—249,105-249,105-100%$9.5M———
Cerity Partners LLC
N/A—246,161-246,161-100%$9.3M———
Nan Shan Life Insurance Co., Ltd.
N/A—234,000-234,000-100%$8.9M———
Black Swift Group, LLC
N/A—220,100-220,100-100%$8.4M———
Blair William & Co
N/A—202,343-202,343-100%$7.7M———
Stifel Financial Corp
N/A—185,707-185,707-100%$7.0M———
MML Investors Services, LLC
N/A—175,716-175,716-100%$6.7M———
HighTower Advisors, LLC
N/A—159,136-159,136-100%$6.0M———
Citadel Advisors LLC
N/A—141,531-141,531-100%$5.4M———
Equitable Holdings, Inc.
N/A—139,671-139,671-100%$5.3M———
Sanctuary Advisors, LLC
N/A—108,373-108,373-100%$4.1M———
Focus Partners Wealth
N/A—104,045-104,045-100%$3.9M———
1 North Wealth Services LLC
N/A—103,113-103,113-100%$3.9M———
National Bank of Canada
N/A—96,104-96,104-100%$3.6M———
Federation des caisses Desjardins du Quebec
N/A—94,497-94,497-100%$3.6M———
Private Advisor Group, LLC
N/A—93,614-93,614-100%$3.6M———
Advisory Services Network, LLC
N/A—92,133-92,133-100%$3.5M———
Arax Advisory Partners
N/A—84,009-84,009-100%$3.2M———
Rockefeller Capital Management L.P.
N/A—79,027-79,027-100%$3.0M———
Neuberger Berman Group LLC
N/A—77,827-77,827-100%$3.0M———
Janney Montgomery Scott LLC
N/A—69,955-69,955-100%$2.7M———
Tocqueville Asset Management L.P.
N/A—64,445-64,445-100%$2.4M———
FWL Investment Management, LLC
N/A—63,928-63,928-100%$2.4M———
Savvy Advisors, Inc.
N/A—61,338-61,338-100%$2.3M———
Ameritas Advisory Services, LLC
N/A—59,607-59,607-100%$2.3M———
NewEdge Advisors, LLC
N/A—56,997-56,997-100%$2.2M———
Stratos Wealth Partners, Ltd.
N/A—50,474-50,474-100%$1.9M———
Goldman Sachs Group Inc
N/A—46,358-46,358-100%$1.8M———
Hancock Prospecting Pty Ltd
N/A—45,766-45,766-100%$1.7M———
Mariner, LLC
N/A—44,406-44,406-100%$1.7M———
Wealthspire Advisors, LLC
N/A—44,298-44,298-100%$1.7M———
Kingsview Wealth Management, LLC
N/A—43,932-43,932-100%$1.7M———
Trivium Point Advisory, LLC
N/A—41,173-41,173-100%$1.6M———
Intrepid Financial Planning Group LLC
N/A—41,125-41,125-100%$1.6M———
Commerce Bank
N/A—40,223-40,223-100%$1.5M———
Baird Financial Group, Inc.
N/A—39,738-39,738-100%$1.5M———
Susquehanna International Group, LLP
N/A—34,058-34,058-100%$1.3M———
Scotia Capital Inc.
N/A—33,452-33,452-100%$1.3M———
Old Mission Capital LLC
N/A—32,570-32,570-100%$1.2M———
Sumitomo Mitsui Financial Group, Inc.
N/A—31,448-31,448-100%$1.2M———
CIBC World Market Inc.
N/A—31,053-31,053-100%$1.2M———
GTS Securities LLC
N/A—29,605-29,605-100%$1.1M———
Banque Transatlantique SA
N/A—28,459-28,459-100%$1.1M———
BNP Paribas Financial Markets
N/A—28,333-28,333-100%$1.1M———
CreativeOne Wealth, LLC
N/A—27,903-27,903-100%$1.1M———
Beacon Pointe Advisors, LLC
N/A—27,039-27,039-100%$1.0M———
Financial Engines Advisors L.L.C.
N/A—26,929-26,929-100%$1.0M———
Mutual Advisors, LLC
N/A—25,727-25,727-100%$976.1K———
Cresset Asset Management, LLC
N/A—24,816-24,816-100%$942.0K———
EFG International AG
N/A—24,130-24,130-100%$915.5K———
Arkadios Wealth Advisors
N/A—24,022-24,022-100%$911.4K———
Cofg Advisors, LLC
N/A—23,394-23,394-100%$887.6K———
Keystone Financial Group
N/A—23,209-23,209-100%$880.6K———
FMR LLC
N/A—23,090-23,090-100%$876.1K———
Estate Planners Group, LLC
N/A—22,699-22,699-100%$861.2K———
Steward Partners Investment Advisory, LLC
N/A—21,923-21,923-100%$831.8K———
Kovack Advisors, Inc.
N/A—21,017-21,017-100%$798.3K———
Captrust Financial Advisors
N/A—20,809-20,809-100%$789.5K———
Texas Yale Capital Corp.
N/A—20,750-20,750-100%$787.3K———
Henson-Edgewater Management, LLC
N/A—20,280-20,280-100%$766.8K———
Resurgent Financial Advisors LLC
N/A—19,818-19,818-100%$751.9K———
Pinnacle Financial Partners, Inc.
N/A—19,596-19,596-100%$743.5K———
Ally Invest Advisors Inc.
N/A—19,561-19,561-100%$742.1K———
Mission Hills Financial Advisory, LLC
N/A—19,229-19,229-100%$729.6K———
Alteri Wealth LLC
N/A—19,076-19,076-100%$723.7K———
Waverly Advisors, LLC
N/A—18,814-18,814-100%$713.8K———
Mayflower Financial Advisors, LLC
N/A—18,223-18,223-100%$691.4K———
NewEdge Wealth, LLC
N/A—17,508-17,508-100%$664.3K———
LaSalle St. Investment Advisors, LLC
N/A—17,388-17,388-100%$659.7K———
Summit Financial, LLC
N/A—16,668-16,668-100%$632.7K———
Stelac Advisory Services LLC
N/A—15,943-15,943-100%$605.2K———
Two Sigma Securities, LLC
N/A—15,670-15,670-100%$594.5K———
Greenwich Wealth Management LLC
N/A—15,187-15,187-100%$576.0K———
BlackRock, Inc.
N/A—14,098-14,098-100%$534.9K———
Granite Bay Wealth Management, LLC
N/A—13,970-13,970-100%$530.0K———
SIH Partners, Lllp
N/A—13,959-13,959-100%$529.6K———
Caprock Group, LLC
N/A—13,944-13,944-100%$529.3K———
Quantinno Capital Management LP
N/A—13,861-13,861-100%$525.9K———
Brown Advisory Inc
N/A—12,897-12,897-100%$489.3K———
Compass Capital Corp
N/A—12,766-12,766-100%$484.6K———
O'shaughnessy Asset Management, LLC
N/A—12,748-12,748-100%$483.7K———
Bramshill Investments, LLC
N/A—12,500-12,500-100%$474.3K———
Essex Financial Services, Inc.
N/A—12,472-12,472-100%$473.2K———
&partners
N/A—11,876-11,876-100%$446.8K———
IHT Wealth Management, LLC
N/A—11,730-11,730-100%$445.0K———
Gladstone Institutional Advisory LLC
N/A—11,704-11,704-100%$444.1K———
Frisch Financial Group, Inc.
N/A—11,681-11,681-100%$443.4K———
PFG Investments, LLC
N/A—11,560-11,560-100%$438.6K———
One Charles Private Wealth Services, LLC
N/A—11,296-11,296-100%$428.6K———
WNY Asset Management, LLC
N/A—11,234-11,234-100%$426.2K———
Pursue Wealth Partners LLC
N/A—11,216-11,216-100%$425.5K———
MAI Capital Management
N/A—10,989-10,989-100%$417.0K———
Principal Securities, Inc.
N/A—10,956-10,956-100%$415.7K———
Integrated Wealth Concepts LLC
N/A—10,948-10,948-100%$415.4K———
Bleakley Financial Group, LLC
N/A—10,772-10,772-100%$408.7K———
Continuum Advisory, LLC
N/A—10,481-10,481-100%$397.6K———
IEQ Capital, LLC
N/A—10,063-10,063-100%$381.8K———
Optiver Holding B.V.
N/A—10,000-10,000-100%$379.4K———
Mmbg Investment Advisors Co.
N/A—10,000-10,000-100%$379.6K———
Mercer Global Advisors Inc
N/A—9,278-9,278-100%$352.0K———
Pack Private Wealth, LLC
N/A—9,234-9,234-100%$350.3K———
CIBC Bancorp USA Inc.
N/A—9,221-9,221-100%$349.9K———
Wealth Alliance, LLC
N/A—8,888-8,888-100%$337.2K———
Holderness Investments Co
N/A—8,825-8,825-100%$334.8K———
Regal Investment Advisors LLC
N/A—8,678-8,678-100%$329.3K———
Nuveen, LLC
N/A—8,577-8,577-100%$325.4K———
Stephens Inc
N/A—8,402-8,402-100%$318.8K———
Main Street Financial Solutions, LLC
N/A—7,789-7,789-100%$295.5K———
Global Retirement Partners, LLC
N/A—7,641-7,641-100%$289.9K———
Forum Finance Group S.A.
N/A—7,572-7,572-100%$232———
Focus Partners Advisor Solutions, LLC
N/A—7,102-7,102-100%$269.5K———
Strategic Financial Concepts, LLC
N/A—7,010-7,010-100%$265.9K———
Owen LaRue, LLC
N/A—6,925-6,925-100%$262.7K———
CFO4Life Group, LLC
N/A—6,753-6,753-100%$256.2K———
Kintra Wealth, LLC
N/A—6,670-6,670-100%$252.3K———
M3 Advisory Group, LLC
N/A—6,646-6,646-100%$252.1K———
Stonebridge Financial Group, LLC
N/A—6,175-6,175-100%$234.0K———
XTX Topco Ltd
N/A—6,170-6,170-100%$234.1K———
Vantage Point Financial LLC
N/A—5,950-5,950-100%$225.8K———
Insigneo Advisory Services, LLC
N/A—5,844-5,844-100%$221.7K———
Maridea Wealth Management LLC
N/A—5,798-5,798-100%$220.0K———
Foundations Investment Advisors, LLC
N/A—5,618-5,618-100%$213.1K———
Vestmark Advisory Solutions, Inc.
N/A—5,528-5,528-100%$209.7K———
EP Wealth Advisors, LLC
N/A—5,521-5,521-100%$209.5K———
Bartlett & Co. Wealth Management LLC
N/A—5,500-5,500-100%$208.8K———
Glenmede Trust Co NA
N/A—4,621-4,621-100%$175.3K———
GeoWealth Management, LLC
N/A—4,241-4,241-100%$160.9K———
Point72 Asset Management, L.P.
N/A—4,191-4,191-100%$159.0K———
Aventura Private Wealth, LLC
N/A—3,959-3,959-100%$150.2K———
Game Plan Financial Advisors, LLC
N/A—3,895-3,895-100%$147.8K———
Franklin Resources Inc
N/A—3,659-3,659-100%$138.8K———
AE Wealth Management LLC
N/A—3,355-3,355-100%$127.3K———
Edmond de Rothschild Holding S.A.
N/A—3,178-3,178-100%$120.6K———
Boreal Capital Management LLC
N/A—3,000-3,000-100%$113.9K———
Glassman Wealth Services
N/A—2,774-2,774-100%$105.2K———
Kayne Anderson Rudnick Investment Management LLC
N/A—2,411-2,411-100%$91.0K———
BFC Planning, Inc.
N/A—2,157-2,157-100%$81.8K———
Huntington National Bank
N/A—1,927-1,927-100%$73.1K———
Oakmont Advisory Group, LLC
N/A—1,820-1,820-100%$69.1K———
Capital Analysts, LLC
N/A—1,766-1,766-100%$51.0K———
Smartleaf Asset Management LLC
N/A—1,716-1,716-100%$63.3K———
Founders Financial Alliance, LLC
N/A—1,570-1,570-100%$59.5K———
Nova Wealth Management, Inc.
N/A—1,109-1,109-100%$42.1K———
Ancora Advisors LLCA
N/A—1,086-1,086-100%$41.2K———
Atlantic Union Bankshares Corp
N/A—1,020-1,020-100%$38.7K———
Vanguard National Trust Co
N/A—1,000-1,000-100%$37.9K———
Innovative Asset Advisors Group, LLC
N/A—1,000-1,000-100%$38.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—906-906-100%$34.4K———
UBS Asset Management Americas LLC
N/A—869-869-100%$33.0K———
Ameriflex Group, Inc.
N/A—792-792-100%$30.1K———
Sittner & Nelson, LLC
N/A—749-749-100%$28.4K———
Aptus Capital Advisors, LLC
N/A—723-723-100%$27.4K———
Rothschild Investment LLC
N/A—700-700-100%$26.6K———
FAS Wealth Partners, Inc.
N/A—682-682-100%$25.9K———
IMA Advisory Services, Inc.
N/A—602-602-100%$22.8K———
Fourth Dimension Wealth, LLC
N/A—600-600-100%$22.8K———
HighMark Wealth Management LLC
N/A—525-525-100%$19.9K———
Bellevue Asset Management, LLC
N/A—503-503-100%$19.1K———
TD Capital Management LLC
N/A—495-495-100%$18.8K———
Aberdeen Wealth Management LLC
N/A—400-400-100%$15.2K———
Dunhill Financial, LLC
N/A—394-394-100%$14.9K———
ST Germain D J Co Inc
N/A—385-385-100%$14.6K———
SOA Wealth Advisors, Llc.
N/A—373-373-100%$14.2K———
Synergy Investment Management, LLC
N/A—347-347-100%$13.2K———
Lavaca Capital LLC
N/A—337-337-100%$12.8K———
Private Wealth Asset Management, LLC
N/A—330-330-100%$12.5K———
Bogart Wealth, LLC
N/A—315-315-100%$12.0K———
Group One Trading LLC
N/A—251-251-100%$9.5K———
Mark Sheptoff Financial Planning, LLC
N/A—250-250-100%$9.5K———
PIN OAK Investment Advisors Inc
N/A—234-234-100%$9———
Vision Retirement, LLC
N/A—225-225-100%$8.6K———
Kilter Group LLC
N/A—220-220-100%$8.3K———
JDM Financial Group LLC
N/A—207-207-100%$7.9K———
HHM Wealth Advisors, LLC
N/A—185-185-100%$7.0K———
Strategic Investment Solutions, Inc.
N/A—160-160-100%$6.1K———
Purpose Unlimited Inc.
N/A—150-150-100%$5.7K———
GW&K Investment Management, LLC
N/A—133-133-100%$5.0K———
Napier Financial, LLC
N/A—110-110-100%$4.2K———
Harvest Fund Management Co., Ltd
N/A—98-98-100%$4———
Matrix Private Capital Group LLC
N/A—81-81-100%$3.1K———
Burnham & Co LLC
N/A—80-80-100%$3.0K———
Ameritas Investment Partners, Inc.
N/A—65-65-100%$2.5K———
Delos Wealth Advisors, LLC
N/A—53-53-100%$2.0K———
Ross\johnson & Associates LLC
N/A—50-50-100%$1.9K———
Financial Life Planners
N/A—49-49-100%$1.9K———
Cordant, Inc.
N/A—35-35-100%$1.3K———
Horizon Investments, LLC
N/A—21-21-100%$797———
SHP Wealth Management
N/A—20-20-100%$762———
Whittier Trust Co of Nevada Inc
N/A—5-5-100%$183———
CVA Family Office, LLC
N/A—1-1-100%$38———
Fiduciary Financial Advisors
N/A—1-1-100%$38———
Showing 499 of 499 institutions