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Global X Uranium ETF (URA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares1,961,092 from 1,973,007
Change-11,915 (-1%)
Value$78.1M (-$8.1M)
Filed 2026-11-06
GenTrust, LLC
INCREASED
Shares777,029 from 636,858
Change+140,171 (+22%)
Value$31.0M (+$3.1M)
Filed 2026-11-06
Heartwood Wealth Advisors LLC
INCREASED
Shares453,502 from 452,018
Change+1,484 (+0%)
Value$18.1M (-$1.7M)
Filed 2026-10-05
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares444,080 from 407,410
Change+36,670 (+9%)
Value$17.7M (-$107.2K)
Filed 2026-11-03
TD Waterhouse Canada Inc.
INCREASED
Shares402,937 from 379,820
Change+23,117 (+6%)
Value$15.9M (-$441.2K)
Filed 2026-10-16
Citigroup Inc
DECREASED
Shares390,885 from 392,271
Change-1,386 (0%)
Value$15.6M (-$1.6M)
Filed 2026-11-04
Cyndeo Wealth Partners, LLC
INCREASED
Shares377,078 from 300,907
Change+76,171 (+25%)
Value$15.0M (+$1.9M)
Filed 2026-10-16
Simplex Trading, LLC
INCREASED
Shares348,989 from 287,766
Change+61,223 (+21%)
Value$13.9M (+$1.3M)
Filed 2026-11-04
Avid Wealth Partners LLC
INCREASED
Shares348,192 from 305,083
Change+43,109 (+14%)
Value$13.9M (+$543.3K)
Filed 2026-11-03
Kapitalo Investimentos Ltda
NEW
Shares338,400
Change+338,400
Value$13.5M
Filed 2026-10-20
Fortem Financial Group, LLC
INCREASED
Shares304,429 from 301,997
Change+2,432 (+1%)
Value$12.1M (-$1.1M)
Filed 2026-10-20
Belvedere Trading LLC
INCREASED
Shares264,600 from 221,436
Change+43,164 (+19%)
Value$10.5M (+$867.6K)
Filed 2026-11-05
Global X Japan Co., Ltd.
DECREASED
Shares261,084 from 277,158
Change-16,074 (-6%)
Value$10.4M (-$1.7M)
Filed 2026-10-21
GW Henssler & Associates LTD
INCREASED
Shares250,987 from 249,392
Change+1,595 (+1%)
Value$10.0M (-$896.6K)
Filed 2026-10-26
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares242,586 from 190,933
Change+51,653 (+27%)
Value$9.7M (+$1.3M)
Filed 2026-11-02
Madrona Financial Services, LLC
INCREASED
Shares211,646 from 155,430
Change+56,216 (+36%)
Value$8.4M (+$1.6M)
Filed 2026-10-23
Commonwealth Equity Services, LLC
DECREASED
Shares208,056 from 243,625
Change-35,569 (-15%)
Value$8.3M (-$2.4M)
Filed 2026-11-02
Parkside Investments, LLC
INCREASED
Shares193,552 from 159,807
Change+33,745 (+21%)
Value$8.2M (+$1.2M)
Filed 2026-10-20
Carota Wealth Management
NEW
Shares153,773
Change+153,773
Value$6.1M
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares153,673 from 155,075
Change-1,402 (-1%)
Value$5.9M (-$737.9K)
Filed 2026-10-13
Imc-Chicago, LLC
INCREASED
Shares143,622 from 137,015
Change+6,607 (+5%)
Value$5.7M (-$264.2K)
Filed 2026-11-05
D.A. Davidson & Co.
INCREASED
Shares142,487 from 136,746
Change+5,741 (+4%)
Value$5.7M (-$297.7K)
Filed 2026-10-28
Nations Financial Group Inc,
INCREASED
Shares136,848 from 136,392
Change+456 (+0%)
Value$5.5M (-$506.9K)
Filed 2026-11-05
Ayalon Insurance Comp Ltd.
INCREASED
Shares133,000 from 62,000
Change+71,000 (+115%)
Value$5.8K (+$3.0K)
Filed 2026-10-08
Systelligence, LLC
INCREASED
Shares124,978 from 37,424
Change+87,554 (+234%)
Value$6.0M (+$4.4M)
Filed 2026-11-05
Quadrant Private Wealth Management, LLC
INCREASED
Shares118,413 from 109,361
Change+9,052 (+8%)
Value$4.7M (-$60.3K)
Filed 2026-11-04
Barclays PLC
DECREASED
Shares104,083 from 134,751
Change-30,668 (-23%)
Value$4.1M (-$1.7M)
Filed 2026-11-06
Juncture Wealth Strategies, LLC
INCREASED
Shares102,918 from 101,249
Change+1,669 (+2%)
Value$4.1M (-$323.3K)
Filed 2026-10-06
J. Safra Sarasin Holding AG
INCREASED
Shares97,763 from 94,709
Change+3,054 (+3%)
Value$4.5M (+$11.1K)
Filed 2026-10-26
Farther Finance Advisors, LLC
INCREASED
Shares85,469 from 72,971
Change+12,498 (+17%)
Value$3.4M (+$216.9K)
Filed 2026-10-08
Windmill Hill Asset Management Ltd
UNCHANGED
Shares84,163 from 84,163
Change0 (0%)
Value$3.4M (-$324.0K)
Filed 2026-10-28
One Plus One Wealth Management, LLC
NEW
Shares82,170
Change+82,170
Value$3.3M
Filed 2026-10-16
Vontobel Holding Ltd.
INCREASED
Shares81,468 from 30,647
Change+50,821 (+166%)
Value$3.2M (+$1.9M)
Filed 2026-10-16
Summit Place Financial Advisors, LLC
INCREASED
Shares74,868 from 69,138
Change+5,730 (+8%)
Value$3.0M (-$37.8K)
Filed 2026-10-23
Kestra Advisory Services, LLC
DECREASED
Shares70,432 from 74,404
Change-3,972 (-5%)
Value$2.8M (-$444.7K)
Filed 2026-11-02
Freemont Management S.A.
UNCHANGED
Shares70,000 from 70,000
Change0 (0%)
Value$2.8M (-$269.5K)
Filed 2026-11-02
Asset One Wealth Management LLC
DECREASED
Shares67,815 from 90,764
Change-22,949 (-25%)
Value$2.7M (-$1.0M)
Filed 2026-11-02
Eagle Strategies LLC
DECREASED
Shares67,024 from 71,439
Change-4,415 (-6%)
Value$2.7M (-$451.0K)
Filed 2026-10-16
Cypress Capital Group
INCREASED
Shares65,160 from 63,815
Change+1,345 (+2%)
Value$2.6M (-$192.1K)
Filed 2026-11-03
Evolution Wealth Advisors, LLC
INCREASED
Shares60,942 from 5,540
Change+55,402 (+1000%)
Value$2.4M (+$2.2M)
Filed 2026-11-03
Parallel Advisors, LLC
INCREASED
Shares60,605 from 1,499
Change+59,106 (+3943%)
Value$2.4M (+$2.3M)
Filed 2026-11-03
Koa Wealth Management, LLC
INCREASED
Shares58,175 from 39,900
Change+18,275 (+46%)
Value$2.3M (+$574.6K)
Filed 2026-10-14
Thrivent Financial for Lutherans
DECREASED
Shares53,954 from 54,007
Change-53 (0%)
Value$2.1M (-$224.0K)
Filed 2026-11-05
Bridgelight Financial Advisors, Inc.
INCREASED
Shares53,944 from 51,680
Change+2,264 (+4%)
Value$2.1M (-$108.8K)
Filed 2026-10-20
Innovative Advisory Group, LLC
INCREASED
Shares52,328 from 22,715
Change+29,613 (+130%)
Value$2.1M (+$1.1M)
Filed 2026-10-13
Lewis Asset Management, LLC
INCREASED
Shares50,911 from 29,286
Change+21,625 (+74%)
Value$2.0M (+$749.0K)
Filed 2026-10-14
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares50,478 from 15,213
Change+35,265 (+232%)
Value$2.0M (+$1.3M)
Filed 2026-10-16
Avidian Wealth Enterprises, LLC
INCREASED
Shares48,839 from 36,326
Change+12,513 (+34%)
Value$1.9M (+$358.8K)
Filed 2026-10-08
Transce3nd, LLC
NEW
Shares48,727
Change+48,727
Value$1.7M
Filed 2026-10-26
Union Bancaire Privee, UBP SA
INCREASED
Shares47,380 from 45,880
Change+1,500 (+3%)
Value$1.9M (-$98.7K)
Filed 2026-11-04
Merit Financial Group, LLC
DECREASED
Shares43,033 from 47,636
Change-4,603 (-10%)
Value$1.7M (-$366.8K)
Filed 2026-11-06
Amitell Capital Pte Ltd
UNCHANGED
Shares40,421 from 40,421
Change0 (0%)
Value$1.6M (-$155.6K)
Filed 2026-11-02
Independent Financial Group, LLC
INCREASED
Shares39,509 from 30,860
Change+8,649 (+28%)
Value$1.6M (+$225.9K)
Filed 2026-10-13
McHugh Group, LLC
DECREASED
Shares39,139 from 40,239
Change-1,100 (-3%)
Value$1.6M (-$198.8K)
Filed 2026-10-19
Creative Planning
INCREASED
Shares38,590 from 36,223
Change+2,367 (+7%)
Value$1.5M (-$45.1K)
Filed 2026-11-02
Smart Wealth LLC
DECREASED
Shares37,726 from 39,234
Change-1,508 (-4%)
Value$1.5M (-$211.2K)
Filed 2026-11-04
Guild Investment Management, Inc.
INCREASED
Shares37,380 from 24,500
Change+12,880 (+53%)
Value$1.5M (+$418.9K)
Filed 2026-11-03
Money Concepts Capital Corp
DECREASED
Shares36,624 from 46,888
Change-10,264 (-22%)
Value$1.5M (-$589.5K)
Filed 2026-11-06
Peak Financial Advisors LLC
DECREASED
Shares35,325 from 36,741
Change-1,416 (-4%)
Value$1.4M (-$197.9K)
Filed 2026-10-28
San Luis Wealth Advisors LLC
INCREASED
Shares34,205 from 23,925
Change+10,280 (+43%)
Value$1.4M (+$317.5K)
Filed 2026-10-27
Visionary Wealth Advisors
DECREASED
Shares33,300 from 33,982
Change-682 (-2%)
Value$1.3M (-$158.0K)
Filed 2026-11-04
J.W. Cole Advisors, Inc.
INCREASED
Shares32,597 from 29,380
Change+3,217 (+11%)
Value$1.3M (+$15.1K)
Filed 2026-11-05
Brookstone Capital Management
INCREASED
Shares32,514 from 27,292
Change+5,222 (+19%)
Value$1.3M (+$103.0K)
Filed 2026-10-22
ARS Investment Partners, LLC
DECREASED
Shares32,185 from 33,382
Change-1,197 (-4%)
Value$1.3M (-$176.2K)
Filed 2026-11-05
Savior LLC
INCREASED
Shares31,406 from 30,260
Change+1,146 (+4%)
Value$1.3M (-$70.8K)
Filed 2026-10-13
Moran Wealth Management, LLC
INCREASED
Shares30,803 from 28,746
Change+2,057 (+7%)
Value$1.2M (-$28.7K)
Filed 2026-10-22
Prospera Financial Services Inc
INCREASED
Shares29,081 from 27,661
Change+1,420 (+5%)
Value$980.9K (-$228.0K)
Filed 2026-11-04
OpenArc Corporate Advisory, LLC
INCREASED
Shares29,033 from 24,321
Change+4,712 (+19%)
Value$1.2M (+$94.1K)
Filed 2026-10-21
Columbus Macro, LLC
INCREASED
Shares28,878 from 25,981
Change+2,897 (+11%)
Value$1.2M (+$15.4K)
Filed 2026-10-14
Focus Financial Network, Inc.
INCREASED
Shares28,579 from 22,796
Change+5,783 (+25%)
Value$1.1M (+$142.7K)
Filed 2026-10-14
Tucker Asset Management LLC
INCREASED
Shares27,949 from 26,433
Change+1,516 (+6%)
Value$1.1M (-$41.4K)
Filed 2026-10-29
Natixis
DECREASED
Shares27,597 from 53,469
Change-25,872 (-48%)
Value$1.1M (-$1.2M)
Filed 2026-11-06
Deuterium Capital Management, LLC
UNCHANGED
Shares27,169 from 27,169
Change0 (0%)
Value$1.1M (-$104.6K)
Filed 2026-11-04
Balboa Wealth Partners
DECREASED
Shares26,758 from 27,255
Change-497 (-2%)
Value$1.1M (-$124.7K)
Filed 2026-10-20
Heritage OAK Wealth Advisors LLC
INCREASED
Shares26,220 from 24,778
Change+1,442 (+6%)
Value$1.0M (-$37.9K)
Filed 2026-10-14
Park Avenue Securities LLC
INCREASED
Shares24,916 from 16,526
Change+8,390 (+51%)
Value$993.0K (+$271.0K)
Filed 2026-10-26
MGO One Seven LLC
INCREASED
Shares24,354 from 23,765
Change+589 (+2%)
Value$970.5K (-$68.0K)
Filed 2026-10-28
Apollon Wealth Management, LLC
INCREASED
Shares23,503 from 13,603
Change+9,900 (+73%)
Value$936.6K (+$342.1K)
Filed 2026-10-23
Brian LOW Financial Group, LLC
NEW
Shares22,856
Change+22,856
Value$910.8K
Filed 2026-10-28
Primoris Wealth Advisors, LLC
NEW
Shares22,450
Change+22,450
Value$894.6K
Filed 2026-10-28
Sound Financial Strategies Group, LLC
INCREASED
Shares22,318 from 20,455
Change+1,863 (+9%)
Value$889.4K (-$4.5K)
Filed 2026-10-30
UMB Bank, n.a.
INCREASED
Shares21,600 from 12,000
Change+9,600 (+80%)
Value$860.8K (+$336.4K)
Filed 2026-11-06
Csenge Advisory Group
INCREASED
Shares21,455 from 12,215
Change+9,240 (+76%)
Value$855.0K (+$321.2K)
Filed 2026-11-04
Integrity Alliance, Llc.
INCREASED
Shares21,034 from 20,766
Change+268 (+1%)
Value$838.2K (-$69.3K)
Filed 2026-10-29
Walkner Condon Financial Advisors LLC
DECREASED
Shares21,023 from 21,410
Change-387 (-2%)
Value$837.8K (-$97.8K)
Filed 2026-11-02
StoneX Group Inc.
NEW
Shares20,941
Change+20,941
Value$844.9K
Filed 2026-11-03
Cordoba Advisory Partners LLC
INCREASED
Shares20,531 from 19,861
Change+670 (+3%)
Value$818.2K (-$49.8K)
Filed 2026-10-19
ForthRight Wealth Management, LLC
INCREASED
Shares20,284 from 11,719
Change+8,565 (+73%)
Value$808.3K (+$296.2K)
Filed 2026-11-06
Jefferies Financial Group Inc.
DECREASED
Shares20,000 from 22,033
Change-2,033 (-9%)
Value$797.0K (-$165.8K)
Filed 2026-11-05
GK Wealth Management LLC
DECREASED
Shares19,698 from 24,893
Change-5,195 (-21%)
Value$785.0K (-$302.8K)
Filed 2026-10-09
Valen Private Capital, LLC
NEW
Shares18,688
Change+18,688
Value$744.7K
Filed 2026-10-23
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares18,128 from 15,453
Change+2,675 (+17%)
Value$722.4K (+$47.1K)
Filed 2026-10-14
Lanark Financial, Inc.
DECREASED
Shares17,971 from 19,087
Change-1,116 (-6%)
Value$716.1K (-$118.0K)
Filed 2026-10-26
Carlson Financial, Inc.
DECREASED
Shares17,813 from 17,863
Change-50 (0%)
Value$709.9K (-$70.8K)
Filed 2026-11-05
Pettinga Financial Advisors LLC
DECREASED
Shares17,684 from 17,909
Change-225 (-1%)
Value$704.7K (-$77.9K)
Filed 2026-10-13
Midwest Financial Group LLC
INCREASED
Shares16,665 from 13,559
Change+3,106 (+23%)
Value$664.1K (+$71.6K)
Filed 2026-10-15
Wakefield Asset Management Lllp
NEW
Shares16,087
Change+16,087
Value$641.1K
Filed 2026-11-05
Wealthcare Advisory Partners LLC
INCREASED
Shares16,018 from 12,951
Change+3,067 (+24%)
Value$638.3K (+$72.4K)
Filed 2026-10-21
Cooper Financial Group
DECREASED
Shares15,922 from 16,943
Change-1,021 (-6%)
Value$634.5K (-$105.9K)
Filed 2026-10-07
Y.D. More Investments Ltd
NEW
Shares14,880
Change+14,880
Value$592.1K
Filed 2026-11-02
Fifth Third Bancorp
DECREASED
Shares14,780 from 25,228
Change-10,448 (-41%)
Value$589.0K (-$513.5K)
Filed 2026-11-05
BIP Wealth, LLC
INCREASED
Shares14,393 from 14,377
Change+16 (+0%)
Value$573.6K (-$54.7K)
Filed 2026-10-22
Sage Capital Management, LLC
UNCHANGED
Shares14,335 from 14,335
Change0 (0%)
Value$571.5K (-$55.2K)
Filed 2026-10-20
PNC Financial Services Group, Inc.
INCREASED
Shares14,072 from 12,878
Change+1,194 (+9%)
Value$560.8K (-$2.0K)
Filed 2026-11-06
Cornerstone Wealth Management, LLC
DECREASED
Shares13,737 from 14,081
Change-344 (-2%)
Value$547.4K (-$67.9K)
Filed 2026-11-04
HBW Advisory Services LLC
DECREASED
Shares13,418 from 14,385
Change-967 (-7%)
Value$534.7K (-$93.9K)
Filed 2026-10-15
Revisor Wealth Management LLC
INCREASED
Shares13,182 from 12,406
Change+776 (+6%)
Value$496.4K (-$45.7K)
Filed 2026-10-20
Sava Infond d.o.o.
INCREASED
Shares13,000 from 12,800
Change+200 (+2%)
Value$518.1K (-$41.3K)
Filed 2026-10-28
E&G Advisors, LLC
DECREASED
Shares12,962 from 13,012
Change-50 (0%)
Value$516.5K (-$52.1K)
Filed 2026-10-13
Pinnacle Associates LTD
UNCHANGED
Shares12,956 from 12,956
Change0 (0%)
Value$516.3K (-$49.9K)
Filed 2026-10-20
Lido Advisors, LLC
INCREASED
Shares12,667 from 8,709
Change+3,958 (+45%)
Value$504.8K (+$124.2K)
Filed 2026-11-04
Citizens Financial Group Inc
DECREASED
Shares12,606 from 17,970
Change-5,364 (-30%)
Value$502.4K (-$282.9K)
Filed 2026-10-23
Basso Capital Management, L.P.
NEW
Shares12,500
Change+12,500
Value$498.1K
Filed 2026-10-30
Capital Investment Counsel, LLC
INCREASED
Shares11,678 from 5,428
Change+6,250 (+115%)
Value$465.4K (+$228.2K)
Filed 2026-10-14
MCF Advisors LLC
UNCHANGED
Shares11,388 from 11,388
Change0 (0%)
Value$453.8K (-$43.8K)
Filed 2026-10-28
Shelton Wealth Management, LLC
INCREASED
Shares11,361 from 11,163
Change+198 (+2%)
Value$452.7K (-$35.1K)
Filed 2026-10-16
Baldwin Wealth Partners LLC
INCREASED
Shares11,068 from 10,068
Change+1,000 (+10%)
Value$441.1K (+$1.1K)
Filed 2026-10-13
Archford Capital Strategies, LLC
INCREASED
Shares10,676 from 10,124
Change+552 (+5%)
Value$425.4K (-$17.0K)
Filed 2026-10-19
Aletheian Wealth Advisors LLC
NEW
Shares10,622
Change+10,622
Value$423.3K
Filed 2026-10-08
Schorn Wealth LLC
DECREASED
Shares10,531 from 19,024
Change-8,493 (-45%)
Value$419.7K (-$411.7K)
Filed 2026-10-14
Regatta Capital Group, LLC
DECREASED
Shares10,455 from 10,512
Change-57 (-1%)
Value$416.6K (-$42.7K)
Filed 2026-10-23
Legacy Advisors, LLC
UNCHANGED
Shares10,438 from 10,438
Change0 (0%)
Value$416.0K (-$40.2K)
Filed 2026-10-19
Keudell ison Wealth Management
DECREASED
Shares10,107 from 10,922
Change-815 (-7%)
Value$402.8K (-$74.5K)
Filed 2026-10-16
J.Safra Asset Management Corp
UNCHANGED
Shares10,100 from 10,100
Change0 (0%)
Value$402.5K (-$38.9K)
Filed 2026-11-03
SBI Securities Co., Ltd.
DECREASED
Shares10,078 from 11,722
Change-1,644 (-14%)
Value$401.6K (-$110.6K)
Filed 2026-10-22
Allworth Financial LP
UNCHANGED
Shares10,054 from 10,054
Change0 (0%)
Value$439.4K ($0)
Filed 2026-11-06
Lynx Capital Group LTD
NEW
Shares10,000
Change+10,000
Value$398.5K
Filed 2026-11-04
West Tower Group, LLC
NEW
Shares10,000
Change+10,000
Value$398.5K
Filed 2026-10-14
Davenport & Co LLC
DECREASED
Shares9,986 from 10,406
Change-420 (-4%)
Value$397.9K (-$56.8K)
Filed 2026-10-14
Capital Wealth Alliance, LLC
DECREASED
Shares9,895 from 18,035
Change-8,140 (-45%)
Value$394.3K (-$393.8K)
Filed 2026-10-20
Kingswood Wealth Advisors, LLC
INCREASED
Shares9,687 from 5,921
Change+3,766 (+64%)
Value$386.0K (+$127.3K)
Filed 2026-10-23
Journey Advisory Group, LLC
UNCHANGED
Shares9,432 from 9,432
Change0 (0%)
Value$375.9K (-$36.3K)
Filed 2026-11-04
Patten & Patten Inc
DECREASED
Shares9,420 from 10,445
Change-1,025 (-10%)
Value$375.4K (-$81.1K)
Filed 2026-10-26
HUB Investment Partners, LLC
INCREASED
Shares8,973 from 8,184
Change+789 (+10%)
Value$357.6K (-$55)
Filed 2026-11-03
Riggs Asset Managment Co. Inc.
DECREASED
Shares8,690 from 96,498
Change-87,808 (-91%)
Value$346.3K (-$3.9M)
Filed 2026-11-05
Tactive Advisors, LLC
DECREASED
Shares8,247 from 8,347
Change-100 (-1%)
Value$328.6K (-$36.1K)
Filed 2026-10-08
Sowell Financial Services LLC
DECREASED
Shares7,936 from 72,174
Change-64,238 (-89%)
Value$316.3K (-$2.8M)
Filed 2026-10-23
Acropolis Investment Management, LLC
INCREASED
Shares7,763 from 7,125
Change+638 (+9%)
Value$309.4K (-$2.0K)
Filed 2026-10-08
Concurrent Investment Advisors, LLC
DECREASED
Shares7,652 from 8,102
Change-450 (-6%)
Value$304.9K (-$49.1K)
Filed 2026-10-16
Formidable Asset Management, LLC
INCREASED
Shares7,535 from 7,460
Change+75 (+1%)
Value$329.3K (-$32.0K)
Filed 2026-11-03
HB Wealth Management, LLC
DECREASED
Shares7,492 from 8,350
Change-858 (-10%)
Value$298.6K (-$66.3K)
Filed 2026-10-23
Atria Investments, Inc
NEW
Shares7,386
Change+7,386
Value$294.3K
Filed 2026-10-15
US Bancorp \de\
INCREASED
Shares7,270 from 6,745
Change+525 (+8%)
Value$289.7K (-$5.0K)
Filed 2026-11-05
Strengthening Families & Communities, LLC
DECREASED
Shares7,215 from 7,509
Change-294 (-4%)
Value$287.5K (-$40.6K)
Filed 2026-10-21
Oppenheimer & Co Inc
DECREASED
Shares7,181 from 12,859
Change-5,678 (-44%)
Value$286.2K (-$275.8K)
Filed 2026-10-26
National Wealth Management Group, LLC
INCREASED
Shares7,069 from 6,541
Change+528 (+8%)
Value$281.7K (-$4.1K)
Filed 2026-10-26
Lauer Wealth, LLC
NEW
Shares7,007
Change+7,007
Value$270.2K
Filed 2026-10-13
Moors & Cabot, Inc.
NEW
Shares6,907
Change+6,907
Value$275.2K
Filed 2026-11-06
Euro Pacific Asset Management, LLC
UNCHANGED
Shares6,780 from 6,780
Change0 (0%)
Value$270.2K (+$270.1K)
Filed 2026-11-03
Golden State Wealth Management, LLC
UNCHANGED
Shares6,420 from 6,420
Change0 (0%)
Value$255.8K (-$24.7K)
Filed 2026-11-02
Fiduciary Financial Group, LLC
INCREASED
Shares6,364 from 6,329
Change+35 (+1%)
Value$253.6K (-$23.0K)
Filed 2026-10-13
Bryn Mawr Trust Advisors, LLC
UNCHANGED
Shares6,216 from 6,216
Change0 (0%)
Value$247.7K (-$23.9K)
Filed 2026-11-04
Colonial River Investments, LLC
NEW
Shares6,043
Change+6,043
Value$240.8K
Filed 2026-10-19
Marathon Capital Management
DECREASED
Shares6,015 from 6,090
Change-75 (-1%)
Value$239.7K (-$26.4K)
Filed 2026-10-23
IPG Investment Advisors LLC
DECREASED
Shares5,950 from 7,600
Change-1,650 (-22%)
Value$237.1K (-$95.0K)
Filed 2026-10-30
Gainline Financial Partners, LLC
DECREASED
Shares5,938 from 6,023
Change-85 (-1%)
Value$236.6K (-$26.6K)
Filed 2026-10-15
Laurel OAK Wealth Management, LLC
INCREASED
Shares5,843 from 5,609
Change+234 (+4%)
Value$232.8K (-$12.3K)
Filed 2026-10-19
AlphaStar Capital Management, LLC
DECREASED
Shares5,832 from 6,177
Change-345 (-6%)
Value$232.4K (-$37.5K)
Filed 2026-10-16
Walser Wealth Management Company, A Ltd Liability Co
DECREASED
Shares5,731 from 145,243
Change-139,512 (-96%)
Value$228.4K (-$6.1M)
Filed 2026-10-15
Aspen Investment Management Inc
DECREASED
Shares5,705 from 6,820
Change-1,115 (-16%)
Value$227.0K (+$226.7K)
Filed 2026-11-05
Beaumont Financial Advisors, LLC
UNCHANGED
Shares5,695 from 5,695
Change0 (0%)
Value$227.0K (-$21.9K)
Filed 2026-10-22
Beacon Financial Advisory LLC
UNCHANGED
Shares5,512 from 5,512
Change0 (0%)
Value$219.6K (-$21.2K)
Filed 2026-10-16
Joseph P. Lucia & Associates, LLC
DECREASED
Shares5,292 from 5,400
Change-108 (-2%)
Value$210.9K (-$25.1K)
Filed 2026-10-30
Sigma Planning Corp
DECREASED
Shares5,198 from 9,147
Change-3,949 (-43%)
Value$207.1K (-$192.6K)
Filed 2026-10-23
Choreo, LLC
DECREASED
Shares5,154 from 5,457
Change-303 (-6%)
Value$205.4K (-$33.1K)
Filed 2026-10-28
Truist Financial Corp
NEW
Shares5,110
Change+5,110
Value$203.6K
Filed 2026-10-30
Level Four Advisory Services, LLC
DECREASED
Shares5,080 from 10,326
Change-5,246 (-51%)
Value$202.5K (-$248.8K)
Filed 2026-11-06
Kassira Wealth Management LLC
DECREASED
Shares5,028 from 5,132
Change-104 (-2%)
Value$200.4K (-$23.9K)
Filed 2026-10-28
Blue Trust, Inc.
INCREASED
Shares4,896 from 2,632
Change+2,264 (+86%)
Value$195.1K (+$80.1K)
Filed 2026-10-15
Triumph Capital Management
DECREASED
Shares4,856 from 4,870
Change-14 (0%)
Value$193.5K (-$19.3K)
Filed 2026-10-14
Powell Investment Advisors, LLC
UNCHANGED
Shares4,811 from 4,811
Change0 (0%)
Value$191.7K (-$18.5K)
Filed 2026-10-22
Holos Integrated Wealth LLC
DECREASED
Shares4,666 from 4,704
Change-38 (-1%)
Value$164.6K (-$31.8K)
Filed 2026-10-23
Versant Capital Management, Inc
UNCHANGED
Shares4,139 from 4,139
Change0 (0%)
Value$165.0K (-$15.9K)
Filed 2026-10-02
IFP Advisors, Inc
INCREASED
Shares3,940 from 3,877
Change+63 (+2%)
Value$157.0K (-$12.4K)
Filed 2026-10-16
Intesa Sanpaolo Wealth Management
INCREASED
Shares3,587 from 2,387
Change+1,200 (+50%)
Value$142.9K (+$38.6K)
Filed 2026-10-28
Ulland Investment Advisors, LLC
UNCHANGED
Shares3,574 from 3,574
Change0 (0%)
Value$142.0K (+$141.8K)
Filed 2026-10-13
Planning Strategies Inc.
UNCHANGED
Shares3,452 from 3,452
Change0 (0%)
Value$137.6K (-$13.3K)
Filed 2026-10-02
Madden Securities Corp
NEW
Shares3,360
Change+3,360
Value$133.9K
Filed 2026-10-27
CoreCap Advisors, LLC
DECREASED
Shares3,209 from 3,566
Change-357 (-10%)
Value$127.9K (-$28.0K)
Filed 2026-10-08
Summit Securities Group LLC
UNCHANGED
Shares3,200 from 3,200
Change0 (0%)
Value$127.5K (-$12.3K)
Filed 2026-11-05
Apella Capital, LLC
NEW
Shares3,036
Change+3,036
Value$121.2K
Filed 2026-10-08
Gen-Wealth Partners Inc
DECREASED
Shares2,974 from 7,815
Change-4,841 (-62%)
Value$118.5K (-$223.0K)
Filed 2026-11-04
Birch Financial Group, LLC
NEW
Shares2,946
Change+2,946
Value$117.4K
Filed 2026-10-27
Capital Investment Advisory Services, LLC
DECREASED
Shares2,797 from 2,847
Change-50 (-2%)
Value$111.5K (-$13.0K)
Filed 2026-10-30
EverSource Wealth Advisors, LLC
DECREASED
Shares2,721 from 4,183
Change-1,462 (-35%)
Value$108.5K (-$74.3K)
Filed 2026-11-04
Rossby Financial, LCC
INCREASED
Shares2,615 from 15
Change+2,600 (+17333%)
Value$104.2K (+$103.6K)
Filed 2026-11-05
Compagnie Lombard Odier SCmA
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$87.7K (-$8.5K)
Filed 2026-11-04
Ashton Thomas Private Wealth, LLC
DECREASED
Shares2,056 from 2,223
Change-167 (-8%)
Value$82.0K (-$15.2K)
Filed 2026-11-03
Trust Co of Vermont
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$79.7K (-$7.7K)
Filed 2026-10-21
Compound Planning, Inc.
DECREASED
Shares1,808 from 4,814
Change-3,006 (-62%)
Value$72.1K (-$138.3K)
Filed 2026-11-05
Private Trust Co NA
UNCHANGED
Shares1,778 from 1,778
Change0 (0%)
Value$70.9K (-$6.8K)
Filed 2026-10-20
Realta Investment Advisors
UNCHANGED
Shares1,775 from 1,775
Change0 (0%)
Value$70.7K (-$6.8K)
Filed 2026-10-14
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares1,675 from 1,675
Change0 (0%)
Value$66.7K (-$6.4K)
Filed 2026-10-29
Bayban
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$65.6K ($0)
Filed 2026-11-05
Axiom Investment Management LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$59.8K (-$5.8K)
Filed 2026-11-03
Armstrong Advisory Group, Inc
DECREASED
Shares1,485 from 1,515
Change-30 (-2%)
Value$59.2K (-$7.0K)
Filed 2026-10-09
Financial Freedom, LLC
NEW
Shares1,467
Change+1,467
Value$58.5K
Filed 2026-11-06
Cape Investment Advisory, Inc.
UNCHANGED
Shares1,433 from 1,433
Change0 (0%)
Value$57.1K (-$5.5K)
Filed 2026-10-13
Cassaday & Co Wealth Management LLC
INCREASED
Shares1,215 from 1,000
Change+215 (+22%)
Value$48.4K (+$4.7K)
Filed 2026-10-27
Creative Financial Designs Inc
NEW
Shares1,137
Change+1,137
Value$45.3K
Filed 2026-11-04
Ascentis Wealth Management, LLC
INCREASED
Shares1,134 from 246
Change+888 (+361%)
Value$45.2K (+$34.4K)
Filed 2026-11-03
Rakuten Securities, Inc.
INCREASED
Shares1,037 from 129
Change+908 (+704%)
Value$41.3K (+$35.7K)
Filed 2026-11-02
Laurel Wealth Advisors LLC
NEW
Shares1,000
Change+1,000
Value$39.9K
Filed 2026-10-27
Pilgrim Partners Asia Pte Ltd
DECREASED
Shares1,000 from 3,000
Change-2,000 (-67%)
Value$39.9K (-$91.3K)
Filed 2026-10-29
Costello Asset Management, Inc
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$39.9K (-$3.9K)
Filed 2026-10-30
Centerpoint Advisors, LLC
UNCHANGED
Shares850 from 850
Change0 (0%)
Value$34.0K (-$3.0K)
Filed 2026-11-05
Allspring Global Investments Holdings, LLC
INCREASED
Shares840 from 761
Change+79 (+10%)
Value$33.4K (+$395)
Filed 2026-11-04
Harbor Investment Advisory, LLC
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$29.9K (-$2.9K)
Filed 2026-10-13
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares675 from 675
Change0 (0%)
Value$25.0K (+$25.0K)
Filed 2026-11-04
AlphaCore Capital LLC
UNCHANGED
Shares661 from 661
Change0 (0%)
Value$26.3K (-$2.5K)
Filed 2026-11-04
Manchester Capital Management LLC
UNCHANGED
Shares660 from 660
Change0 (0%)
Value$26.3K (-$2.5K)
Filed 2026-10-22
Assetmark, Inc
INCREASED
Shares610 from 121
Change+489 (+404%)
Value$24.3K (+$19.0K)
Filed 2026-10-21
CX Institutional
DECREASED
Shares600 from 1,720
Change-1,120 (-65%)
Value$24 (-$51)
Filed 2026-10-02
MTM Investment Management, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$23.9K (-$2.3K)
Filed 2026-10-30
Spire Wealth Management
INCREASED
Shares560 from 550
Change+10 (+2%)
Value$22.3K (-$1.7K)
Filed 2026-10-30
Rosenberg Matthew Hamilton
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$21.9K (-$2.1K)
Filed 2026-10-05
Grove Bank & Trust
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$19.9K (-$1.9K)
Filed 2026-10-08
Hyposwiss Advisors SA
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$19.9K (-$1.9K)
Filed 2026-10-26
Arlington Trust Co LLC
NEW
Shares496
Change+496
Value$19.8K
Filed 2026-10-20
McCarley & Cook Financial Planners
UNCHANGED
Shares478 from 478
Change0 (0%)
Value$19.0K (-$1.8K)
Filed 2026-10-21
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares472 from 472
Change0 (0%)
Value$18.8K (-$1.8K)
Filed 2026-10-23
LFA - Lugano Financial Advisors SA
INCREASED
Shares460 from 280
Change+180 (+64%)
Value$18.3K (+$6.1K)
Filed 2026-11-03
Signaturefd, LLC
UNCHANGED
Shares426 from 426
Change0 (0%)
Value$17.0K (-$1.6K)
Filed 2026-10-23
Summer Road LLC
UNCHANGED
Shares419 from 419
Change0 (0%)
Value$16.7K (-$1.6K)
Filed 2026-11-05
Jacobi Capital Management LLC
NEW
Shares400
Change+400
Value$15.9K
Filed 2026-11-05
SJS Investment Consulting Inc.
INCREASED
Shares362 from 355
Change+7 (+2%)
Value$14.4K (-$1.1K)
Filed 2026-10-26
Ascentis Independent Advisors
NEW
Shares354
Change+354
Value$14.4K
Filed 2026-11-03
Root Financial Partners, LLC
NEW
Shares330
Change+330
Value$13.2K
Filed 2026-10-21
Compass Financial Management LLC
UNCHANGED
Shares306 from 306
Change0 (0%)
Value$12.2K (-$1.1K)
Filed 2026-10-30
Key FInancial Inc
INCREASED
Shares293 from 226
Change+67 (+30%)
Value$11.7K (+$1.8K)
Filed 2026-11-02
Wolff Wiese Magana LLC
UNCHANGED
Shares282 from 282
Change0 (0%)
Value$11.2K (-$1.1K)
Filed 2026-10-15
Financial Consulate, Inc
UNCHANGED
Shares281 from 281
Change0 (0%)
Value$11.2K (-$1.1K)
Filed 2026-10-23
Silver Grove Financial Group, Inc.
INCREASED
Shares216 from 178
Change+38 (+21%)
Value$8.6K (+$829)
Filed 2026-11-05
WPG Advisers, LLC
UNCHANGED
Shares203 from 203
Change0 (0%)
Value$8.1K (-$781)
Filed 2026-10-27
Prudent Man Investment Management, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$8.0K (-$576)
Filed 2026-11-03
Armor Investment Advisors, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$8.0K (-$770)
Filed 2026-10-27
Parkside Financial Bank & Trust
UNCHANGED
Shares191 from 191
Change0 (0%)
Value$7.6K (-$735)
Filed 2026-10-27
Ashton Thomas Securities, LLC
NEW
Shares185
Change+185
Value$7.4K
Filed 2026-10-26
Buck Wealth Strategies, LLC
INCREASED
Shares160 from 157
Change+3 (+2%)
Value$6.4K (-$505)
Filed 2026-10-28
Nfsg Corp
UNCHANGED
Shares159 from 159
Change0 (0%)
Value$6.4K (-$614)
Filed 2026-10-15
Avalon Capital Management
DECREASED
Shares158 from 193,935
Change-193,777 (-100%)
Value$6.3K (-$8.5M)
Filed 2026-11-04
Highline Wealth Partners LLC
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$5.4K (-$520)
Filed 2026-10-19
American Capital Advisory, LLC
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$5.4K (-$520)
Filed 2026-10-28
Clearstead Trust, LLC
NEW
Shares132
Change+132
Value$5.3K
Filed 2026-11-06
NBH Bank
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$5.2K (-$500)
Filed 2026-11-05
Acumen Wealth Advisors, LLC
UNCHANGED
Shares119 from 119
Change0 (0%)
Value$4.7K (-$458)
Filed 2026-11-05
Princeton Global Asset Management LLC
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$4.4K (-$423)
Filed 2026-10-21
DecisionPoint Financial, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$4.0K (-$359)
Filed 2026-10-27
Financial Management Professionals, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$4.0K (-$385)
Filed 2026-10-23
Canton Hathaway, LLC
NEW
Shares98
Change+98
Value$3.9K
Filed 2026-10-23
Provenance Wealth Advisors, LLC
NEW
Shares81
Change+81
Value$3.2K
Filed 2026-10-30
BankChampaign, National Association
NEW
Shares76
Change+76
Value$3.0K
Filed 2026-10-19
St. Johns Investment Management Company, LLC
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$2.8K (-$269)
Filed 2026-10-30
Evermay Wealth Management LLC
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$2.8K (-$269)
Filed 2026-11-05
Heritage Family Offices, LLP
NEW
Shares66
Change+66
Value$2.6K
Filed 2026-11-02
Comprehensive Financial Planning, Inc.
NEW
Shares62
Change+62
Value$2.5K
Filed 2026-10-27
Financially Speaking Inc
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$2.1K (-$454)
Filed 2026-11-05
Coston, McIsaac & Partners
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$1.9K (+$1.9K)
Filed 2026-11-06
Pacifica Partners Inc.
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$1.8K (-$168)
Filed 2026-10-09
GHP Investment Advisors, Inc.
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$1.3K (-$128)
Filed 2026-10-15
RMG Wealth Management LLC
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$1.1K (-$366)
Filed 2026-10-26
DeDora Capital, Inc.
NEW
Shares32
Change+32
Value$1.3K
Filed 2026-10-26
Latitude Advisors, LLC
NEW
Shares30
Change+30
Value$1.2K
Filed 2026-10-27
Bear Mountain Capital, Inc.
NEW
Shares27
Change+27
Value$959
Filed 2026-11-04
Miller Global Investments, LLC
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$1.1K (-$103)
Filed 2026-10-02
Mountain Hill Investment Partners Corp.
INCREASED
Shares26 from 1
Change+25 (+2500%)
Value$1.0K (+$972)
Filed 2026-10-23
Clearstead Advisors, LLC
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$758 (-$73)
Filed 2026-11-06
Independence Bank of Kentucky
NEW
Shares10
Change+10
Value$399
Filed 2026-10-26
Bangor Savings Bank
INCREASED
Shares10 from 5
Change+5 (+100%)
Value$399 (+$180)
Filed 2026-10-06
Aspect Partners, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$399 (-$38)
Filed 2026-10-20
Larson Financial Group LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$415 (-$40)
Filed 2026-11-05
Essential Partners LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$359 (-$34)
Filed 2026-10-14
Salomon & Ludwin, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$239 (-$20)
Filed 2026-10-29
Signature Resources Capital Management, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$110 (-$11)
Filed 2026-10-16
Clark Wealth Partners
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$40 (-$4)
Filed 2026-10-19
Deltec Asset Management LLC
CLOSED
Shares0 from 185,100
Change-185,100 (-100%)
Value$0 (-$8.1M)
Filed 2026-10-26
Trilogy Capital Inc.
CLOSED
Shares0 from 110,012
Change-110,012 (-100%)
Value$0 (-$4.8M)
Filed 2026-10-20
Sumitomo Mitsui Trust Group, Inc.
CLOSED
Shares0 from 109,649
Change-109,649 (-100%)
Value$0 (-$4.8M)
Filed 2026-10-29
Bayshore Capital Advisors, LLC
CLOSED
Shares0 from 93,000
Change-93,000 (-100%)
Value$0 (-$4.1M)
Filed 2026-11-02
Heck Capital Advisors, LLC
CLOSED
Shares0 from 63,067
Change-63,067 (-100%)
Value$0 (-$2.8M)
Filed 2026-10-14
Lake Hills Wealth Management, LLC
CLOSED
Shares0 from 52,715
Change-52,715 (-100%)
Value$0 (-$2.3M)
Filed 2026-10-07
Udine Wealth Management, Inc.
CLOSED
Shares0 from 52,176
Change-52,176 (-100%)
Value$0 (-$2.3M)
Filed 2026-10-23
Spectrum Strategic Capital Management, LLC
CLOSED
Shares0 from 43,629
Change-43,629 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-22
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 31,625
Change-31,625 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-03
Gemmer Asset Management LLC
CLOSED
Shares0 from 26,743
Change-26,743 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-16
Capstone Capital Management Ltd
CLOSED
Shares0 from 22,400
Change-22,400 (-100%)
Value$0 (-$978.9K)
Filed 2026-10-21
Carrera Capital Advisors
CLOSED
Shares0 from 18,043
Change-18,043 (-100%)
Value$0 (-$788.5K)
Filed 2026-11-03
Virginia Estate & Retirement Planning Advisors Inc.
CLOSED
Shares0 from 16,702
Change-16,702 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-14
WT Wealth Management
CLOSED
Shares0 from 15,798
Change-15,798 (-100%)
Value$0 (-$690.4K)
Filed 2026-10-13
Spectrum Asset Management, Inc. (NB )
CLOSED
Shares0 from 13,111
Change-13,111 (-100%)
Value$0 (-$572.9K)
Filed 2026-10-19
Capital Management Associates
CLOSED
Shares0 from 12,500
Change-12,500 (-100%)
Value$0 (-$546.3K)
Filed 2026-11-03
Southland Equity Partners LLC
CLOSED
Shares0 from 12,054
Change-12,054 (-100%)
Value$0 (-$526.8K)
Filed 2026-10-14
Ameraudi Asset Management, Inc.
CLOSED
Shares0 from 11,299
Change-11,299 (-100%)
Value$0 (-$493.8K)
Filed 2026-11-05
Northbridge Financial Group, LLC
CLOSED
Shares0 from 5,266
Change-5,266 (-100%)
Value$0 (-$230.1K)
Filed 2026-11-05
Saxony Capital Management, LLC
CLOSED
Shares0 from 5,222
Change-5,222 (-100%)
Value$0 (-$228.2K)
Filed 2026-10-15
VestGen Advisors, LLC
CLOSED
Shares0 from 5,119
Change-5,119 (-100%)
Value$0 (-$223.7K)
Filed 2026-10-27
Krilogy Financial LLC
CLOSED
Shares0 from 4,780
Change-4,780 (-100%)
Value$0 (-$208.9K)
Filed 2026-10-13
LifeSteps Financial, Inc.
CLOSED
Shares0 from 1,060
Change-1,060 (-100%)
Value$0 (-$46.3K)
Filed 2026-10-15
Gill Capital Partners, LLC
CLOSED
Shares0 from 943
Change-943 (-100%)
Value$0 (-$41.2K)
Filed 2026-10-13
International Assets Investment Management, LLC
CLOSED
Shares0 from 677
Change-677 (-100%)
Value$0 (-$29.2K)
Filed 2026-11-02
Concord Wealth Partners
CLOSED
Shares0 from 656
Change-656 (-100%)
Value$0 (-$28.6K)
Filed 2026-11-02
Caldwell Trust Co
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$26.2K)
Filed 2026-10-30
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 535
Change-535 (-100%)
Value$0 (-$23.4K)
Filed 2026-10-14
AdvisorNet Financial, Inc
CLOSED
Shares0 from 117
Change-117 (-100%)
Value$0 (-$5.1K)
Filed 2026-10-15
Toth Financial Advisory Corp
CLOSED
Shares0 from 35
Change-35 (-100%)
Value$0 (-$1.5K)
Filed 2026-10-08
Register Financial Advisors LLC
CLOSED
Shares0 from 29
Change-29 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-23
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$524)
Filed 2026-10-29
Cornerstone Planning Group LLC
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$438)
Filed 2026-10-16
Bank of America Corp
N/A
Shares— from 7,533,412
Change-7,533,412 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 4,151,983
Change-4,151,983 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 3,193,964
Change-3,193,964 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 2,996,211
Change-2,996,211 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,297,331
Change-2,297,331 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 2,244,151
Change-2,244,151 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 1,820,258
Change-1,820,258 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 1,264,000
Change-1,264,000 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,257,753
Change-1,257,753 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 918,674
Change-918,674 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 849,140
Change-849,140 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 522,862
Change-522,862 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 484,009
Change-484,009 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 459,726
Change-459,726 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 455,817
Change-455,817 (-100%)
Value—
BW Gestao de Investimentos Ltda.
N/A
Shares— from 446,800
Change-446,800 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 436,004
Change-436,004 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 393,120
Change-393,120 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 318,494
Change-318,494 (-100%)
Value—
Nearwater Capital Markets, Ltd
N/A
Shares— from 300,000
Change-300,000 (-100%)
Value—
Melqart Asset Management (UK) Ltd
N/A
Shares— from 294,245
Change-294,245 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 293,894
Change-293,894 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 290,864
Change-290,864 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 283,303
Change-283,303 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 267,882
Change-267,882 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 262,762
Change-262,762 (-100%)
Value—
Lloyd Harbor Capital Management, LLC
N/A
Shares— from 260,000
Change-260,000 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 250,834
Change-250,834 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 237,713
Change-237,713 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 229,907
Change-229,907 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 226,355
Change-226,355 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 225,920
Change-225,920 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 225,674
Change-225,674 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 212,506
Change-212,506 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 189,469
Change-189,469 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 144,818
Change-144,818 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 139,375
Change-139,375 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 135,129
Change-135,129 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 131,220
Change-131,220 (-100%)
Value—
EFG International AG
N/A
Shares— from 129,705
Change-129,705 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 126,387
Change-126,387 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 123,226
Change-123,226 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 120,723
Change-120,723 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 118,320
Change-118,320 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 113,655
Change-113,655 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 107,596
Change-107,596 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
&partners
N/A
Shares— from 99,820
Change-99,820 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 96,465
Change-96,465 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 95,901
Change-95,901 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 88,517
Change-88,517 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 83,735
Change-83,735 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 83,522
Change-83,522 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 82,387
Change-82,387 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 78,955
Change-78,955 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 78,614
Change-78,614 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 76,977
Change-76,977 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 76,241
Change-76,241 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 69,663
Change-69,663 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 66,933
Change-66,933 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 64,393
Change-64,393 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 61,262
Change-61,262 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 60,860
Change-60,860 (-100%)
Value—
Harbour Wealth Management Group, Inc.
N/A
Shares— from 60,407
Change-60,407 (-100%)
Value—
Credit Industriel ET Commercial
N/A
Shares— from 58,685
Change-58,685 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 58,662
Change-58,662 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 56,036
Change-56,036 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 54,477
Change-54,477 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 53,585
Change-53,585 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 51,042
Change-51,042 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 50,258
Change-50,258 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 49,498
Change-49,498 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 48,387
Change-48,387 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 48,302
Change-48,302 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 46,396
Change-46,396 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 42,805
Change-42,805 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 42,214
Change-42,214 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 40,819
Change-40,819 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 40,591
Change-40,591 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 38,748
Change-38,748 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 38,184
Change-38,184 (-100%)
Value—
URS Advisory LLC
N/A
Shares— from 36,261
Change-36,261 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 36,241
Change-36,241 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 35,385
Change-35,385 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 32,511
Change-32,511 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 32,350
Change-32,350 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 32,321
Change-32,321 (-100%)
Value—
Stephens Inc
N/A
Shares— from 30,474
Change-30,474 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 30,183
Change-30,183 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 28,719
Change-28,719 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 27,662
Change-27,662 (-100%)
Value—
Massar Capital Management, LP
N/A
Shares— from 27,464
Change-27,464 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 27,258
Change-27,258 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 26,412
Change-26,412 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 26,405
Change-26,405 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 25,652
Change-25,652 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 25,440
Change-25,440 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 25,361
Change-25,361 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 25,183
Change-25,183 (-100%)
Value—
Quantitative Investment Management, LLC
N/A
Shares— from 25,155
Change-25,155 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 25,025
Change-25,025 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 24,555
Change-24,555 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 24,064
Change-24,064 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 23,981
Change-23,981 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 23,667
Change-23,667 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 23,445
Change-23,445 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 23,433
Change-23,433 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 23,323
Change-23,323 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 21,993
Change-21,993 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 20,826
Change-20,826 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 20,812
Change-20,812 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 20,684
Change-20,684 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 20,503
Change-20,503 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 20,212
Change-20,212 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 20,071
Change-20,071 (-100%)
Value—
CSS LLC
N/A
Shares— from 19,910
Change-19,910 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 19,607
Change-19,607 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 19,325
Change-19,325 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 18,979
Change-18,979 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 18,784
Change-18,784 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 18,500
Change-18,500 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 18,444
Change-18,444 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 18,443
Change-18,443 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 18,429
Change-18,429 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 18,137
Change-18,137 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 17,498
Change-17,498 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 17,187
Change-17,187 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 16,114
Change-16,114 (-100%)
Value—
Diametric Capital, LP
N/A
Shares— from 15,650
Change-15,650 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 15,300
Change-15,300 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 14,736
Change-14,736 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 14,321
Change-14,321 (-100%)
Value—
FIL Ltd
N/A
Shares— from 14,304
Change-14,304 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 14,000
Change-14,000 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 13,970
Change-13,970 (-100%)
Value—
CMC Financial Group
N/A
Shares— from 13,793
Change-13,793 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 13,526
Change-13,526 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 13,105
Change-13,105 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 12,862
Change-12,862 (-100%)
Value—
Scientech Research LLC
N/A
Shares— from 12,767
Change-12,767 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 12,535
Change-12,535 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 12,500
Change-12,500 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 12,349
Change-12,349 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 11,934
Change-11,934 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 11,865
Change-11,865 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 11,674
Change-11,674 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 11,335
Change-11,335 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 10,741
Change-10,741 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 10,621
Change-10,621 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 10,485
Change-10,485 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 10,158
Change-10,158 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 9,500
Change-9,500 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 9,294
Change-9,294 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 9,200
Change-9,200 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 9,068
Change-9,068 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 8,976
Change-8,976 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 8,559
Change-8,559 (-100%)
Value—
Sharpepoint LLC
N/A
Shares— from 8,501
Change-8,501 (-100%)
Value—
Lane Generational LLC
N/A
Shares— from 8,266
Change-8,266 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 8,089
Change-8,089 (-100%)
Value—
Global Endowment Management, LP
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 7,967
Change-7,967 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 7,939
Change-7,939 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 7,719
Change-7,719 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 7,700
Change-7,700 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 7,667
Change-7,667 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 7,550
Change-7,550 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 7,526
Change-7,526 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 7,453
Change-7,453 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 7,434
Change-7,434 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 7,415
Change-7,415 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 7,382
Change-7,382 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 7,344
Change-7,344 (-100%)
Value—
Nwam LLC
N/A
Shares— from 6,994
Change-6,994 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 6,874
Change-6,874 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 6,703
Change-6,703 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 6,310
Change-6,310 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 6,250
Change-6,250 (-100%)
Value—
Commerce Bank
N/A
Shares— from 6,132
Change-6,132 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 6,092
Change-6,092 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 6,092
Change-6,092 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 5,973
Change-5,973 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 5,971
Change-5,971 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 5,927
Change-5,927 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 5,716
Change-5,716 (-100%)
Value—
EWA, LLC
N/A
Shares— from 5,658
Change-5,658 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 5,567
Change-5,567 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 5,532
Change-5,532 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 5,401
Change-5,401 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 5,366
Change-5,366 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 5,347
Change-5,347 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 5,300
Change-5,300 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 5,177
Change-5,177 (-100%)
Value—
VAN DEN Berg Management I, Inc
N/A
Shares— from 5,038
Change-5,038 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Mint Tower Capital Management B.V.
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 4,951
Change-4,951 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 4,881
Change-4,881 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 4,687
Change-4,687 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 4,643
Change-4,643 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 4,608
Change-4,608 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 4,395
Change-4,395 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 4,159
Change-4,159 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 3,887
Change-3,887 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 3,700
Change-3,700 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 3,309
Change-3,309 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 3,221
Change-3,221 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 3,063
Change-3,063 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 2,713
Change-2,713 (-100%)
Value—
NCP Inc.
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 2,473
Change-2,473 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 2,464
Change-2,464 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,426
Change-2,426 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,370
Change-2,370 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 2,301
Change-2,301 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 2,264
Change-2,264 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 2,191
Change-2,191 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 1,870
Change-1,870 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 1,656
Change-1,656 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 1,585
Change-1,585 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 1,413
Change-1,413 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 1,291
Change-1,291 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,172
Change-1,172 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 1,152
Change-1,152 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 1,122
Change-1,122 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,020
Change-1,020 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,009
Change-1,009 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Main Management LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 904
Change-904 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 818
Change-818 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 786
Change-786 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 762
Change-762 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 657
Change-657 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 600
Change-600 (-100%)
Value—
Persistent Asset Partners Ltd
N/A
Shares— from 536
Change-536 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 535
Change-535 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 452
Change-452 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 423
Change-423 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 422
Change-422 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 385
Change-385 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 355
Change-355 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 316
Change-316 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 279
Change-279 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 267
Change-267 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 244
Change-244 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 244
Change-244 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 226
Change-226 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 208
Change-208 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 208
Change-208 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 192
Change-192 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 178
Change-178 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 127
Change-127 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 110
Change-110 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 101
Change-101 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 100
Change-100 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 98
Change-98 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 77
Change-77 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 57
Change-57 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 7
Change-7 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
DECREASED1,961,0921,973,007-11,915-1%$86.2M$78.1M-$8.1M2026-11-06
GenTrust, LLC
INCREASED777,029636,858+140,171+22%$27.8M$31.0M+$3.1M2026-11-06
Heartwood Wealth Advisors LLC
INCREASED453,502452,018+1,484+0%$19.8M$18.1M-$1.7M2026-10-05
Mirae Asset Global Investments Co., Ltd.
INCREASED444,080407,410+36,670+9%$17.8M$17.7M-$107.2K2026-11-03
TD Waterhouse Canada Inc.
INCREASED402,937379,820+23,117+6%$16.4M$15.9M-$441.2K2026-10-16
Citigroup Inc
DECREASED390,885392,271-1,3860%$17.1M$15.6M-$1.6M2026-11-04
Cyndeo Wealth Partners, LLC
INCREASED377,078300,907+76,171+25%$13.1M$15.0M+$1.9M2026-10-16
Simplex Trading, LLC
INCREASED348,989287,766+61,223+21%$12.6M$13.9M+$1.3M2026-11-04
Avid Wealth Partners LLC
INCREASED348,192305,083+43,109+14%$13.3M$13.9M+$543.3K2026-11-03
Kapitalo Investimentos Ltda
NEW338,400—+338,400——$13.5M—2026-10-20
Fortem Financial Group, LLC
INCREASED304,429301,997+2,432+1%$13.2M$12.1M-$1.1M2026-10-20
Belvedere Trading LLC
INCREASED264,600221,436+43,164+19%$9.7M$10.5M+$867.6K2026-11-05
Global X Japan Co., Ltd.
DECREASED261,084277,158-16,074-6%$12.1M$10.4M-$1.7M2026-10-21
GW Henssler & Associates LTD
INCREASED250,987249,392+1,595+1%$10.9M$10.0M-$896.6K2026-10-26
Cambridge Investment Research Advisors, Inc.
INCREASED242,586190,933+51,653+27%$8.3M$9.7M+$1.3M2026-11-02
Madrona Financial Services, LLC
INCREASED211,646155,430+56,216+36%$6.8M$8.4M+$1.6M2026-10-23
Commonwealth Equity Services, LLC
DECREASED208,056243,625-35,569-15%$10.6M$8.3M-$2.4M2026-11-02
Parkside Investments, LLC
INCREASED193,552159,807+33,745+21%$7.0M$8.2M+$1.2M2026-10-20
Carota Wealth Management
NEW153,773—+153,773——$6.1M—2026-11-03
Wealth Enhancement Advisory Services, LLC
DECREASED153,673155,075-1,402-1%$6.7M$5.9M-$737.9K2026-10-13
Imc-Chicago, LLC
INCREASED143,622137,015+6,607+5%$6.0M$5.7M-$264.2K2026-11-05
D.A. Davidson & Co.
INCREASED142,487136,746+5,741+4%$6.0M$5.7M-$297.7K2026-10-28
Nations Financial Group Inc,
INCREASED136,848136,392+456+0%$6.0M$5.5M-$506.9K2026-11-05
Ayalon Insurance Comp Ltd.
INCREASED133,00062,000+71,000+115%$2.7K$5.8K+$3.0K2026-10-08
Systelligence, LLC
INCREASED124,97837,424+87,554+234%$1.6M$6.0M+$4.4M2026-11-05
Quadrant Private Wealth Management, LLC
INCREASED118,413109,361+9,052+8%$4.8M$4.7M-$60.3K2026-11-04
Barclays PLC
DECREASED104,083134,751-30,668-23%$5.9M$4.1M-$1.7M2026-11-06
Juncture Wealth Strategies, LLC
INCREASED102,918101,249+1,669+2%$4.4M$4.1M-$323.3K2026-10-06
J. Safra Sarasin Holding AG
INCREASED97,76394,709+3,054+3%$4.5M$4.5M+$11.1K2026-10-26
Farther Finance Advisors, LLC
INCREASED85,46972,971+12,498+17%$3.2M$3.4M+$216.9K2026-10-08
Windmill Hill Asset Management Ltd
UNCHANGED84,16384,16300%$3.7M$3.4M-$324.0K2026-10-28
One Plus One Wealth Management, LLC
NEW82,170—+82,170——$3.3M—2026-10-16
Vontobel Holding Ltd.
INCREASED81,46830,647+50,821+166%$1.3M$3.2M+$1.9M2026-10-16
Summit Place Financial Advisors, LLC
INCREASED74,86869,138+5,730+8%$3.0M$3.0M-$37.8K2026-10-23
Kestra Advisory Services, LLC
DECREASED70,43274,404-3,972-5%$3.3M$2.8M-$444.7K2026-11-02
Freemont Management S.A.
UNCHANGED70,00070,00000%$3.1M$2.8M-$269.5K2026-11-02
Asset One Wealth Management LLC
DECREASED67,81590,764-22,949-25%$3.7M$2.7M-$1.0M2026-11-02
Eagle Strategies LLC
DECREASED67,02471,439-4,415-6%$3.1M$2.7M-$451.0K2026-10-16
Cypress Capital Group
INCREASED65,16063,815+1,345+2%$2.8M$2.6M-$192.1K2026-11-03
Evolution Wealth Advisors, LLC
INCREASED60,9425,540+55,402+1000%$242.1K$2.4M+$2.2M2026-11-03
Parallel Advisors, LLC
INCREASED60,6051,499+59,106+3943%$65.5K$2.4M+$2.3M2026-11-03
Koa Wealth Management, LLC
INCREASED58,17539,900+18,275+46%$1.7M$2.3M+$574.6K2026-10-14
Thrivent Financial for Lutherans
DECREASED53,95454,007-530%$2.4M$2.1M-$224.0K2026-11-05
Bridgelight Financial Advisors, Inc.
INCREASED53,94451,680+2,264+4%$2.3M$2.1M-$108.8K2026-10-20
Innovative Advisory Group, LLC
INCREASED52,32822,715+29,613+130%$992.6K$2.1M+$1.1M2026-10-13
Lewis Asset Management, LLC
INCREASED50,91129,286+21,625+74%$1.3M$2.0M+$749.0K2026-10-14
Y-Intercept (Hong Kong) Ltd
INCREASED50,47815,213+35,265+232%$664.8K$2.0M+$1.3M2026-10-16
Avidian Wealth Enterprises, LLC
INCREASED48,83936,326+12,513+34%$1.6M$1.9M+$358.8K2026-10-08
Transce3nd, LLC
NEW48,727—+48,727——$1.7M—2026-10-26
Union Bancaire Privee, UBP SA
INCREASED47,38045,880+1,500+3%$2.0M$1.9M-$98.7K2026-11-04
Merit Financial Group, LLC
DECREASED43,03347,636-4,603-10%$2.1M$1.7M-$366.8K2026-11-06
Amitell Capital Pte Ltd
UNCHANGED40,42140,42100%$1.8M$1.6M-$155.6K2026-11-02
Independent Financial Group, LLC
INCREASED39,50930,860+8,649+28%$1.3M$1.6M+$225.9K2026-10-13
McHugh Group, LLC
DECREASED39,13940,239-1,100-3%$1.8M$1.6M-$198.8K2026-10-19
Creative Planning
INCREASED38,59036,223+2,367+7%$1.6M$1.5M-$45.1K2026-11-02
Smart Wealth LLC
DECREASED37,72639,234-1,508-4%$1.7M$1.5M-$211.2K2026-11-04
Guild Investment Management, Inc.
INCREASED37,38024,500+12,880+53%$1.1M$1.5M+$418.9K2026-11-03
Money Concepts Capital Corp
DECREASED36,62446,888-10,264-22%$2.0M$1.5M-$589.5K2026-11-06
Peak Financial Advisors LLC
DECREASED35,32536,741-1,416-4%$1.6M$1.4M-$197.9K2026-10-28
San Luis Wealth Advisors LLC
INCREASED34,20523,925+10,280+43%$1.0M$1.4M+$317.5K2026-10-27
Visionary Wealth Advisors
DECREASED33,30033,982-682-2%$1.5M$1.3M-$158.0K2026-11-04
J.W. Cole Advisors, Inc.
INCREASED32,59729,380+3,217+11%$1.3M$1.3M+$15.1K2026-11-05
Brookstone Capital Management
INCREASED32,51427,292+5,222+19%$1.2M$1.3M+$103.0K2026-10-22
ARS Investment Partners, LLC
DECREASED32,18533,382-1,197-4%$1.5M$1.3M-$176.2K2026-11-05
Savior LLC
INCREASED31,40630,260+1,146+4%$1.3M$1.3M-$70.8K2026-10-13
Moran Wealth Management, LLC
INCREASED30,80328,746+2,057+7%$1.3M$1.2M-$28.7K2026-10-22
Prospera Financial Services Inc
INCREASED29,08127,661+1,420+5%$1.2M$980.9K-$228.0K2026-11-04
OpenArc Corporate Advisory, LLC
INCREASED29,03324,321+4,712+19%$1.1M$1.2M+$94.1K2026-10-21
Columbus Macro, LLC
INCREASED28,87825,981+2,897+11%$1.1M$1.2M+$15.4K2026-10-14
Focus Financial Network, Inc.
INCREASED28,57922,796+5,783+25%$996.2K$1.1M+$142.7K2026-10-14
Tucker Asset Management LLC
INCREASED27,94926,433+1,516+6%$1.2M$1.1M-$41.4K2026-10-29
Natixis
DECREASED27,59753,469-25,872-48%$2.3M$1.1M-$1.2M2026-11-06
Deuterium Capital Management, LLC
UNCHANGED27,16927,16900%$1.2M$1.1M-$104.6K2026-11-04
Balboa Wealth Partners
DECREASED26,75827,255-497-2%$1.2M$1.1M-$124.7K2026-10-20
Heritage OAK Wealth Advisors LLC
INCREASED26,22024,778+1,442+6%$1.1M$1.0M-$37.9K2026-10-14
Park Avenue Securities LLC
INCREASED24,91616,526+8,390+51%$722.0K$993.0K+$271.0K2026-10-26
MGO One Seven LLC
INCREASED24,35423,765+589+2%$1.0M$970.5K-$68.0K2026-10-28
Apollon Wealth Management, LLC
INCREASED23,50313,603+9,900+73%$594.4K$936.6K+$342.1K2026-10-23
Brian LOW Financial Group, LLC
NEW22,856—+22,856——$910.8K—2026-10-28
Primoris Wealth Advisors, LLC
NEW22,450—+22,450——$894.6K—2026-10-28
Sound Financial Strategies Group, LLC
INCREASED22,31820,455+1,863+9%$893.9K$889.4K-$4.5K2026-10-30
UMB Bank, n.a.
INCREASED21,60012,000+9,600+80%$524.4K$860.8K+$336.4K2026-11-06
Csenge Advisory Group
INCREASED21,45512,215+9,240+76%$533.8K$855.0K+$321.2K2026-11-04
Integrity Alliance, Llc.
INCREASED21,03420,766+268+1%$907.5K$838.2K-$69.3K2026-10-29
Walkner Condon Financial Advisors LLC
DECREASED21,02321,410-387-2%$935.6K$837.8K-$97.8K2026-11-02
StoneX Group Inc.
NEW20,941—+20,941——$844.9K—2026-11-03
Cordoba Advisory Partners LLC
INCREASED20,53119,861+670+3%$867.9K$818.2K-$49.8K2026-10-19
ForthRight Wealth Management, LLC
INCREASED20,28411,719+8,565+73%$512.1K$808.3K+$296.2K2026-11-06
Jefferies Financial Group Inc.
DECREASED20,00022,033-2,033-9%$962.8K$797.0K-$165.8K2026-11-05
GK Wealth Management LLC
DECREASED19,69824,893-5,195-21%$1.1M$785.0K-$302.8K2026-10-09
Valen Private Capital, LLC
NEW18,688—+18,688——$744.7K—2026-10-23
Patriot Financial Group Insurance Agency, LLC
INCREASED18,12815,453+2,675+17%$675.3K$722.4K+$47.1K2026-10-14
Lanark Financial, Inc.
DECREASED17,97119,087-1,116-6%$834.1K$716.1K-$118.0K2026-10-26
Carlson Financial, Inc.
DECREASED17,81317,863-500%$780.6K$709.9K-$70.8K2026-11-05
Pettinga Financial Advisors LLC
DECREASED17,68417,909-225-1%$782.6K$704.7K-$77.9K2026-10-13
Midwest Financial Group LLC
INCREASED16,66513,559+3,106+23%$592.5K$664.1K+$71.6K2026-10-15
Wakefield Asset Management Lllp
NEW16,087—+16,087——$641.1K—2026-11-05
Wealthcare Advisory Partners LLC
INCREASED16,01812,951+3,067+24%$566.0K$638.3K+$72.4K2026-10-21
Cooper Financial Group
DECREASED15,92216,943-1,021-6%$740.4K$634.5K-$105.9K2026-10-07
Y.D. More Investments Ltd
NEW14,880—+14,880——$592.1K—2026-11-02
Fifth Third Bancorp
DECREASED14,78025,228-10,448-41%$1.1M$589.0K-$513.5K2026-11-05
BIP Wealth, LLC
INCREASED14,39314,377+16+0%$628.3K$573.6K-$54.7K2026-10-22
Sage Capital Management, LLC
UNCHANGED14,33514,33500%$626.7K$571.5K-$55.2K2026-10-20
PNC Financial Services Group, Inc.
INCREASED14,07212,878+1,194+9%$562.8K$560.8K-$2.0K2026-11-06
Cornerstone Wealth Management, LLC
DECREASED13,73714,081-344-2%$615.4K$547.4K-$67.9K2026-11-04
HBW Advisory Services LLC
DECREASED13,41814,385-967-7%$628.6K$534.7K-$93.9K2026-10-15
Revisor Wealth Management LLC
INCREASED13,18212,406+776+6%$542.1K$496.4K-$45.7K2026-10-20
Sava Infond d.o.o.
INCREASED13,00012,800+200+2%$559.4K$518.1K-$41.3K2026-10-28
E&G Advisors, LLC
DECREASED12,96213,012-500%$568.6K$516.5K-$52.1K2026-10-13
Pinnacle Associates LTD
UNCHANGED12,95612,95600%$566.2K$516.3K-$49.9K2026-10-20
Lido Advisors, LLC
INCREASED12,6678,709+3,958+45%$380.6K$504.8K+$124.2K2026-11-04
Citizens Financial Group Inc
DECREASED12,60617,970-5,364-30%$785.3K$502.4K-$282.9K2026-10-23
Basso Capital Management, L.P.
NEW12,500—+12,500——$498.1K—2026-10-30
Capital Investment Counsel, LLC
INCREASED11,6785,428+6,250+115%$237.2K$465.4K+$228.2K2026-10-14
MCF Advisors LLC
UNCHANGED11,38811,38800%$497.7K$453.8K-$43.8K2026-10-28
Shelton Wealth Management, LLC
INCREASED11,36111,163+198+2%$487.8K$452.7K-$35.1K2026-10-16
Baldwin Wealth Partners LLC
INCREASED11,06810,068+1,000+10%$440.0K$441.1K+$1.1K2026-10-13
Archford Capital Strategies, LLC
INCREASED10,67610,124+552+5%$442.4K$425.4K-$17.0K2026-10-19
Aletheian Wealth Advisors LLC
NEW10,622—+10,622——$423.3K—2026-10-08
Schorn Wealth LLC
DECREASED10,53119,024-8,493-45%$831.3K$419.7K-$411.7K2026-10-14
Regatta Capital Group, LLC
DECREASED10,45510,512-57-1%$459.4K$416.6K-$42.7K2026-10-23
Legacy Advisors, LLC
UNCHANGED10,43810,43800%$456.1K$416.0K-$40.2K2026-10-19
Keudell ison Wealth Management
DECREASED10,10710,922-815-7%$477.3K$402.8K-$74.5K2026-10-16
J.Safra Asset Management Corp
UNCHANGED10,10010,10000%$441.4K$402.5K-$38.9K2026-11-03
SBI Securities Co., Ltd.
DECREASED10,07811,722-1,644-14%$512.3K$401.6K-$110.6K2026-10-22
Allworth Financial LP
UNCHANGED10,05410,05400%$439.4K$439.4K$02026-11-06
Lynx Capital Group LTD
NEW10,000—+10,000——$398.5K—2026-11-04
West Tower Group, LLC
NEW10,000—+10,000——$398.5K—2026-10-14
Davenport & Co LLC
DECREASED9,98610,406-420-4%$454.7K$397.9K-$56.8K2026-10-14
Capital Wealth Alliance, LLC
DECREASED9,89518,035-8,140-45%$788.1K$394.3K-$393.8K2026-10-20
Kingswood Wealth Advisors, LLC
INCREASED9,6875,921+3,766+64%$258.7K$386.0K+$127.3K2026-10-23
Journey Advisory Group, LLC
UNCHANGED9,4329,43200%$412.2K$375.9K-$36.3K2026-11-04
Patten & Patten Inc
DECREASED9,42010,445-1,025-10%$456.4K$375.4K-$81.1K2026-10-26
HUB Investment Partners, LLC
INCREASED8,9738,184+789+10%$357.6K$357.6K-$552026-11-03
Riggs Asset Managment Co. Inc.
DECREASED8,69096,498-87,808-91%$4.2M$346.3K-$3.9M2026-11-05
Tactive Advisors, LLC
DECREASED8,2478,347-100-1%$364.8K$328.6K-$36.1K2026-10-08
Sowell Financial Services LLC
DECREASED7,93672,174-64,238-89%$3.2M$316.3K-$2.8M2026-10-23
Acropolis Investment Management, LLC
INCREASED7,7637,125+638+9%$311.4K$309.4K-$2.0K2026-10-08
Concurrent Investment Advisors, LLC
DECREASED7,6528,102-450-6%$354.1K$304.9K-$49.1K2026-10-16
Formidable Asset Management, LLC
INCREASED7,5357,460+75+1%$361.3K$329.3K-$32.0K2026-11-03
HB Wealth Management, LLC
DECREASED7,4928,350-858-10%$364.9K$298.6K-$66.3K2026-10-23
Atria Investments, Inc
NEW7,386—+7,386——$294.3K—2026-10-15
US Bancorp \de\
INCREASED7,2706,745+525+8%$294.8K$289.7K-$5.0K2026-11-05
Strengthening Families & Communities, LLC
DECREASED7,2157,509-294-4%$328.1K$287.5K-$40.6K2026-10-21
Oppenheimer & Co Inc
DECREASED7,18112,859-5,678-44%$561.9K$286.2K-$275.8K2026-10-26
National Wealth Management Group, LLC
INCREASED7,0696,541+528+8%$285.8K$281.7K-$4.1K2026-10-26
Lauer Wealth, LLC
NEW7,007—+7,007——$270.2K—2026-10-13
Moors & Cabot, Inc.
NEW6,907—+6,907——$275.2K—2026-11-06
Euro Pacific Asset Management, LLC
UNCHANGED6,7806,78000%$99$270.2K+$270.1K2026-11-03
Golden State Wealth Management, LLC
UNCHANGED6,4206,42000%$280.6K$255.8K-$24.7K2026-11-02
Fiduciary Financial Group, LLC
INCREASED6,3646,329+35+1%$276.6K$253.6K-$23.0K2026-10-13
Bryn Mawr Trust Advisors, LLC
UNCHANGED6,2166,21600%$271.6K$247.7K-$23.9K2026-11-04
Colonial River Investments, LLC
NEW6,043—+6,043——$240.8K—2026-10-19
Marathon Capital Management
DECREASED6,0156,090-75-1%$266.1K$239.7K-$26.4K2026-10-23
IPG Investment Advisors LLC
DECREASED5,9507,600-1,650-22%$332.1K$237.1K-$95.0K2026-10-30
Gainline Financial Partners, LLC
DECREASED5,9386,023-85-1%$263.2K$236.6K-$26.6K2026-10-15
Laurel OAK Wealth Management, LLC
INCREASED5,8435,609+234+4%$245.1K$232.8K-$12.3K2026-10-19
AlphaStar Capital Management, LLC
DECREASED5,8326,177-345-6%$269.9K$232.4K-$37.5K2026-10-16
Walser Wealth Management Company, A Ltd Liability Co
DECREASED5,731145,243-139,512-96%$6.3M$228.4K-$6.1M2026-10-15
Aspen Investment Management Inc
DECREASED5,7056,820-1,115-16%$298$227.0K+$226.7K2026-11-05
Beaumont Financial Advisors, LLC
UNCHANGED5,6955,69500%$248.9K$227.0K-$21.9K2026-10-22
Beacon Financial Advisory LLC
UNCHANGED5,5125,51200%$240.9K$219.6K-$21.2K2026-10-16
Joseph P. Lucia & Associates, LLC
DECREASED5,2925,400-108-2%$236.0K$210.9K-$25.1K2026-10-30
Sigma Planning Corp
DECREASED5,1989,147-3,949-43%$399.7K$207.1K-$192.6K2026-10-23
Choreo, LLC
DECREASED5,1545,457-303-6%$238.5K$205.4K-$33.1K2026-10-28
Truist Financial Corp
NEW5,110—+5,110——$203.6K—2026-10-30
Level Four Advisory Services, LLC
DECREASED5,08010,326-5,246-51%$451.3K$202.5K-$248.8K2026-11-06
Kassira Wealth Management LLC
DECREASED5,0285,132-104-2%$224.3K$200.4K-$23.9K2026-10-28
Blue Trust, Inc.
INCREASED4,8962,632+2,264+86%$115.0K$195.1K+$80.1K2026-10-15
Triumph Capital Management
DECREASED4,8564,870-140%$212.8K$193.5K-$19.3K2026-10-14
Powell Investment Advisors, LLC
UNCHANGED4,8114,81100%$210.2K$191.7K-$18.5K2026-10-22
Holos Integrated Wealth LLC
DECREASED4,6664,704-38-1%$196.4K$164.6K-$31.8K2026-10-23
Versant Capital Management, Inc
UNCHANGED4,1394,13900%$180.9K$165.0K-$15.9K2026-10-02
IFP Advisors, Inc
INCREASED3,9403,877+63+2%$169.4K$157.0K-$12.4K2026-10-16
Intesa Sanpaolo Wealth Management
INCREASED3,5872,387+1,200+50%$104.3K$142.9K+$38.6K2026-10-28
Ulland Investment Advisors, LLC
UNCHANGED3,5743,57400%$156$142.0K+$141.8K2026-10-13
Planning Strategies Inc.
UNCHANGED3,4523,45200%$150.9K$137.6K-$13.3K2026-10-02
Madden Securities Corp
NEW3,360—+3,360——$133.9K—2026-10-27
CoreCap Advisors, LLC
DECREASED3,2093,566-357-10%$155.8K$127.9K-$28.0K2026-10-08
Summit Securities Group LLC
UNCHANGED3,2003,20000%$139.8K$127.5K-$12.3K2026-11-05
Apella Capital, LLC
NEW3,036—+3,036——$121.2K—2026-10-08
Gen-Wealth Partners Inc
DECREASED2,9747,815-4,841-62%$341.5K$118.5K-$223.0K2026-11-04
Birch Financial Group, LLC
NEW2,946—+2,946——$117.4K—2026-10-27
Capital Investment Advisory Services, LLC
DECREASED2,7972,847-50-2%$124.4K$111.5K-$13.0K2026-10-30
EverSource Wealth Advisors, LLC
DECREASED2,7214,183-1,462-35%$182.8K$108.5K-$74.3K2026-11-04
Rossby Financial, LCC
INCREASED2,61515+2,600+17333%$656$104.2K+$103.6K2026-11-05
Compagnie Lombard Odier SCmA
UNCHANGED2,2002,20000%$96.1K$87.7K-$8.5K2026-11-04
Ashton Thomas Private Wealth, LLC
DECREASED2,0562,223-167-8%$97.2K$82.0K-$15.2K2026-11-03
Trust Co of Vermont
UNCHANGED2,0002,00000%$87.4K$79.7K-$7.7K2026-10-21
Compound Planning, Inc.
DECREASED1,8084,814-3,006-62%$210.4K$72.1K-$138.3K2026-11-05
Private Trust Co NA
UNCHANGED1,7781,77800%$77.7K$70.9K-$6.8K2026-10-20
Realta Investment Advisors
UNCHANGED1,7751,77500%$77.6K$70.7K-$6.8K2026-10-14
Blue Bell Private Wealth Management, LLC
UNCHANGED1,6751,67500%$73.2K$66.7K-$6.4K2026-10-29
Bayban
UNCHANGED1,5001,50000%$65.6K$65.6K$02026-11-05
Axiom Investment Management LLC
UNCHANGED1,5001,50000%$65.6K$59.8K-$5.8K2026-11-03
Armstrong Advisory Group, Inc
DECREASED1,4851,515-30-2%$66.2K$59.2K-$7.0K2026-10-09
Financial Freedom, LLC
NEW1,467—+1,467——$58.5K—2026-11-06
Cape Investment Advisory, Inc.
UNCHANGED1,4331,43300%$62.6K$57.1K-$5.5K2026-10-13
Cassaday & Co Wealth Management LLC
INCREASED1,2151,000+215+22%$43.7K$48.4K+$4.7K2026-10-27
Creative Financial Designs Inc
NEW1,137—+1,137——$45.3K—2026-11-04
Ascentis Wealth Management, LLC
INCREASED1,134246+888+361%$10.8K$45.2K+$34.4K2026-11-03
Rakuten Securities, Inc.
INCREASED1,037129+908+704%$5.6K$41.3K+$35.7K2026-11-02
Laurel Wealth Advisors LLC
NEW1,000—+1,000——$39.9K—2026-10-27
Pilgrim Partners Asia Pte Ltd
DECREASED1,0003,000-2,000-67%$131.1K$39.9K-$91.3K2026-10-29
Costello Asset Management, Inc
UNCHANGED1,0001,00000%$43.7K$39.9K-$3.9K2026-10-30
Centerpoint Advisors, LLC
UNCHANGED85085000%$37.0K$34.0K-$3.0K2026-11-05
Allspring Global Investments Holdings, LLC
INCREASED840761+79+10%$33.1K$33.4K+$3952026-11-04
Harbor Investment Advisory, LLC
UNCHANGED75075000%$32.8K$29.9K-$2.9K2026-10-13
Hazlett, Burt & Watson, Inc.
UNCHANGED67567500%$30$25.0K+$25.0K2026-11-04
AlphaCore Capital LLC
UNCHANGED66166100%$28.9K$26.3K-$2.5K2026-11-04
Manchester Capital Management LLC
UNCHANGED66066000%$28.8K$26.3K-$2.5K2026-10-22
Assetmark, Inc
INCREASED610121+489+404%$5.3K$24.3K+$19.0K2026-10-21
CX Institutional
DECREASED6001,720-1,120-65%$75$24-$512026-10-02
MTM Investment Management, LLC
UNCHANGED60060000%$26.2K$23.9K-$2.3K2026-10-30
Spire Wealth Management
INCREASED560550+10+2%$24.0K$22.3K-$1.7K2026-10-30
Rosenberg Matthew Hamilton
UNCHANGED55055000%$24.0K$21.9K-$2.1K2026-10-05
Grove Bank & Trust
UNCHANGED50050000%$21.9K$19.9K-$1.9K2026-10-08
Hyposwiss Advisors SA
UNCHANGED50050000%$21.9K$19.9K-$1.9K2026-10-26
Arlington Trust Co LLC
NEW496—+496——$19.8K—2026-10-20
McCarley & Cook Financial Planners
UNCHANGED47847800%$20.9K$19.0K-$1.8K2026-10-21
Wilmington Savings Fund Society, FSB
UNCHANGED47247200%$20.6K$18.8K-$1.8K2026-10-23
LFA - Lugano Financial Advisors SA
INCREASED460280+180+64%$12.2K$18.3K+$6.1K2026-11-03
Signaturefd, LLC
UNCHANGED42642600%$18.6K$17.0K-$1.6K2026-10-23
Summer Road LLC
UNCHANGED41941900%$18.3K$16.7K-$1.6K2026-11-05
Jacobi Capital Management LLC
NEW400—+400——$15.9K—2026-11-05
SJS Investment Consulting Inc.
INCREASED362355+7+2%$15.5K$14.4K-$1.1K2026-10-26
Ascentis Independent Advisors
NEW354—+354——$14.4K—2026-11-03
Root Financial Partners, LLC
NEW330—+330——$13.2K—2026-10-21
Compass Financial Management LLC
UNCHANGED30630600%$13.3K$12.2K-$1.1K2026-10-30
Key FInancial Inc
INCREASED293226+67+30%$9.9K$11.7K+$1.8K2026-11-02
Wolff Wiese Magana LLC
UNCHANGED28228200%$12.3K$11.2K-$1.1K2026-10-15
Financial Consulate, Inc
UNCHANGED28128100%$12.3K$11.2K-$1.1K2026-10-23
Silver Grove Financial Group, Inc.
INCREASED216178+38+21%$7.8K$8.6K+$8292026-11-05
WPG Advisers, LLC
UNCHANGED20320300%$8.9K$8.1K-$7812026-10-27
Prudent Man Investment Management, Inc.
UNCHANGED20020000%$8.5K$8.0K-$5762026-11-03
Armor Investment Advisors, LLC
UNCHANGED20020000%$8.7K$8.0K-$7702026-10-27
Parkside Financial Bank & Trust
UNCHANGED19119100%$8.3K$7.6K-$7352026-10-27
Ashton Thomas Securities, LLC
NEW185—+185——$7.4K—2026-10-26
Buck Wealth Strategies, LLC
INCREASED160157+3+2%$6.9K$6.4K-$5052026-10-28
Nfsg Corp
UNCHANGED15915900%$7.0K$6.4K-$6142026-10-15
Avalon Capital Management
DECREASED158193,935-193,777-100%$8.5M$6.3K-$8.5M2026-11-04
Highline Wealth Partners LLC
UNCHANGED13513500%$5.9K$5.4K-$5202026-10-19
American Capital Advisory, LLC
UNCHANGED13513500%$5.9K$5.4K-$5202026-10-28
Clearstead Trust, LLC
NEW132—+132——$5.3K—2026-11-06
NBH Bank
UNCHANGED13013000%$5.7K$5.2K-$5002026-11-05
Acumen Wealth Advisors, LLC
UNCHANGED11911900%$5.2K$4.7K-$4582026-11-05
Princeton Global Asset Management LLC
UNCHANGED11011000%$4.8K$4.4K-$4232026-10-21
DecisionPoint Financial, LLC
UNCHANGED10010000%$4.3K$4.0K-$3592026-10-27
Financial Management Professionals, Inc.
UNCHANGED10010000%$4.4K$4.0K-$3852026-10-23
Canton Hathaway, LLC
NEW98—+98——$3.9K—2026-10-23
Provenance Wealth Advisors, LLC
NEW81—+81——$3.2K—2026-10-30
BankChampaign, National Association
NEW76—+76——$3.0K—2026-10-19
St. Johns Investment Management Company, LLC
UNCHANGED707000%$3.1K$2.8K-$2692026-10-30
Evermay Wealth Management LLC
UNCHANGED707000%$3.1K$2.8K-$2692026-11-05
Heritage Family Offices, LLP
NEW66—+66——$2.6K—2026-11-02
Comprehensive Financial Planning, Inc.
NEW62—+62——$2.5K—2026-10-27
Financially Speaking Inc
UNCHANGED535300%$2.6K$2.1K-$4542026-11-05
Coston, McIsaac & Partners
UNCHANGED474700%$2$1.9K+$1.9K2026-11-06
Pacifica Partners Inc.
UNCHANGED464600%$2.0K$1.8K-$1682026-10-09
GHP Investment Advisors, Inc.
UNCHANGED333300%$1.5K$1.3K-$1282026-10-15
RMG Wealth Management LLC
UNCHANGED333300%$1.5K$1.1K-$3662026-10-26
DeDora Capital, Inc.
NEW32—+32——$1.3K—2026-10-26
Latitude Advisors, LLC
NEW30—+30——$1.2K—2026-10-27
Bear Mountain Capital, Inc.
NEW27—+27——$959—2026-11-04
Miller Global Investments, LLC
UNCHANGED272700%$1.2K$1.1K-$1032026-10-02
Mountain Hill Investment Partners Corp.
INCREASED261+25+2500%$64$1.0K+$9722026-10-23
Clearstead Advisors, LLC
UNCHANGED191900%$831$758-$732026-11-06
Independence Bank of Kentucky
NEW10—+10——$399—2026-10-26
Bangor Savings Bank
INCREASED105+5+100%$219$399+$1802026-10-06
Aspect Partners, LLC
UNCHANGED101000%$437$399-$382026-10-20
Larson Financial Group LLC
UNCHANGED101000%$455$415-$402026-11-05
Essential Partners LLC
UNCHANGED9900%$393$359-$342026-10-14
Salomon & Ludwin, LLC
UNCHANGED6600%$259$239-$202026-10-29
Signature Resources Capital Management, LLC
UNCHANGED3300%$121$110-$112026-10-16
Clark Wealth Partners
UNCHANGED1100%$44$40-$42026-10-19
Deltec Asset Management LLC
CLOSED0185,100-185,100-100%$8.1M$0-$8.1M2026-10-26
Trilogy Capital Inc.
CLOSED0110,012-110,012-100%$4.8M$0-$4.8M2026-10-20
Sumitomo Mitsui Trust Group, Inc.
CLOSED0109,649-109,649-100%$4.8M$0-$4.8M2026-10-29
Bayshore Capital Advisors, LLC
CLOSED093,000-93,000-100%$4.1M$0-$4.1M2026-11-02
Heck Capital Advisors, LLC
CLOSED063,067-63,067-100%$2.8M$0-$2.8M2026-10-14
Lake Hills Wealth Management, LLC
CLOSED052,715-52,715-100%$2.3M$0-$2.3M2026-10-07
Udine Wealth Management, Inc.
CLOSED052,176-52,176-100%$2.3M$0-$2.3M2026-10-23
Spectrum Strategic Capital Management, LLC
CLOSED043,629-43,629-100%$1.9M$0-$1.9M2026-10-22
Wellington Shields Capital Management, LLC
CLOSED031,625-31,625-100%$1.4M$0-$1.4M2026-11-03
Gemmer Asset Management LLC
CLOSED026,743-26,743-100%$1.2M$0-$1.2M2026-10-16
Capstone Capital Management Ltd
CLOSED022,400-22,400-100%$978.9K$0-$978.9K2026-10-21
Carrera Capital Advisors
CLOSED018,043-18,043-100%$788.5K$0-$788.5K2026-11-03
Virginia Estate & Retirement Planning Advisors Inc.
CLOSED016,702-16,702-100%$1.1M$0-$1.1M2026-10-14
WT Wealth Management
CLOSED015,798-15,798-100%$690.4K$0-$690.4K2026-10-13
Spectrum Asset Management, Inc. (NB )
CLOSED013,111-13,111-100%$572.9K$0-$572.9K2026-10-19
Capital Management Associates
CLOSED012,500-12,500-100%$546.3K$0-$546.3K2026-11-03
Southland Equity Partners LLC
CLOSED012,054-12,054-100%$526.8K$0-$526.8K2026-10-14
Ameraudi Asset Management, Inc.
CLOSED011,299-11,299-100%$493.8K$0-$493.8K2026-11-05
Northbridge Financial Group, LLC
CLOSED05,266-5,266-100%$230.1K$0-$230.1K2026-11-05
Saxony Capital Management, LLC
CLOSED05,222-5,222-100%$228.2K$0-$228.2K2026-10-15
VestGen Advisors, LLC
CLOSED05,119-5,119-100%$223.7K$0-$223.7K2026-10-27
Krilogy Financial LLC
CLOSED04,780-4,780-100%$208.9K$0-$208.9K2026-10-13
LifeSteps Financial, Inc.
CLOSED01,060-1,060-100%$46.3K$0-$46.3K2026-10-15
Gill Capital Partners, LLC
CLOSED0943-943-100%$41.2K$0-$41.2K2026-10-13
International Assets Investment Management, LLC
CLOSED0677-677-100%$29.2K$0-$29.2K2026-11-02
Concord Wealth Partners
CLOSED0656-656-100%$28.6K$0-$28.6K2026-11-02
Caldwell Trust Co
CLOSED0600-600-100%$26.2K$0-$26.2K2026-10-30
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0535-535-100%$23.4K$0-$23.4K2026-10-14
AdvisorNet Financial, Inc
CLOSED0117-117-100%$5.1K$0-$5.1K2026-10-15
Toth Financial Advisory Corp
CLOSED035-35-100%$1.5K$0-$1.5K2026-10-08
Register Financial Advisors LLC
CLOSED029-29-100%$1.3K$0-$1.3K2026-10-23
Spectrum Wealth Advisory Group, LLC
CLOSED012-12-100%$524$0-$5242026-10-29
Cornerstone Planning Group LLC
CLOSED011-11-100%$438$0-$4382026-10-16
Bank of America Corp
N/A—7,533,412-7,533,412-100%$329.2M———
Morgan Stanley
N/A—4,151,983-4,151,983-100%$181.4M———
JPMorgan Chase & Co
N/A—3,193,964-3,193,964-100%$140.3M———
Susquehanna International Group, LLP
N/A—2,996,211-2,996,211-100%$130.9M———
Wells Fargo & Company
N/A—2,297,331-2,297,331-100%$100.4M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—2,244,151-2,244,151-100%$98.6M———
Group One Trading LLC
N/A—1,820,258-1,820,258-100%$79.5M———
Clal Insurance Enterprises Holdings Ltd
N/A—1,264,000-1,264,000-100%$55.2M———
UBS Group AG
N/A—1,257,753-1,257,753-100%$55.0M———
Royal Bank of Canada
N/A—918,674-918,674-100%$40.1M———
Ameriprise Financial Inc
N/A—849,140-849,140-100%$37.1M———
Northwestern Mutual Wealth Management Co
N/A—522,862-522,862-100%$22.8M———
Goldman Sachs Group Inc
N/A—484,009-484,009-100%$21.2M———
Raymond James Financial Inc
N/A—459,726-459,726-100%$20.1M———
Bridgewater Associates, LP
N/A—455,817-455,817-100%$19.9M———
BW Gestao de Investimentos Ltda.
N/A—446,800-446,800-100%$19.5M———
Cetera Investment Advisers
N/A—436,004-436,004-100%$19.1M———
BNP Paribas Financial Markets
N/A—393,120-393,120-100%$17.2M———
NewEdge Advisors, LLC
N/A—318,494-318,494-100%$13.9M———
Nearwater Capital Markets, Ltd
N/A—300,000-300,000-100%$13.1M———
Melqart Asset Management (UK) Ltd
N/A—294,245-294,245-100%$12.9M———
HRT Financial LP
N/A—293,894-293,894-100%$12.8M———
Spinnaker Trust
N/A—290,864-290,864-100%$12.7M———
Foundations Investment Advisors, LLC
N/A—283,303-283,303-100%$12.4M———
Stifel Financial Corp
N/A—267,882-267,882-100%$11.7M———
Rafferty Asset Management, LLC
N/A—262,762-262,762-100%$11.5M———
Lloyd Harbor Capital Management, LLC
N/A—260,000-260,000-100%$11.4M———
National Bank of Canada
N/A—250,834-250,834-100%$11.0M———
Mason & Associates Inc
N/A—237,713-237,713-100%$10.4M———
Bank of Montreal
N/A—229,907-229,907-100%$10.0M———
Osaic Holdings, Inc.
N/A—226,355-226,355-100%$9.9M———
Jones Financial Companies Lllp
N/A—225,920-225,920-100%$9.8M———
Citadel Advisors LLC
N/A—225,674-225,674-100%$9.9M———
Evelyn Partners Group Ltd
N/A—212,506-212,506-100%$9.3M———
Envestnet Asset Management Inc
N/A—189,469-189,469-100%$8.3M———
SOA Wealth Advisors, Llc.
N/A—144,818-144,818-100%$144.8K———
MML Investors Services, LLC
N/A—139,375-139,375-100%$6.1M———
Walleye Trading LLC
N/A—135,129-135,129-100%$5.9M———
Measured Wealth Private Client Group, LLC
N/A—131,220-131,220-100%$5.7M———
EFG International AG
N/A—129,705-129,705-100%$5.7M———
Modern Wealth Management, LLC
N/A—126,387-126,387-100%$5.5M———
Wealthfront Advisers LLC
N/A—123,226-123,226-100%$5.4M———
HighTower Advisors, LLC
N/A—120,723-120,723-100%$5.3M———
Baird Financial Group, Inc.
N/A—118,320-118,320-100%$5.2M———
Parallax Volatility Advisers, L.P.
N/A—113,655-113,655-100%$5.0M———
Ethos Financial Group, LLC
N/A—107,596-107,596-100%$4.4M———
Phoenix Financial Ltd.
N/A—100,000-100,000-100%$4.4M———
&partners
N/A—99,820-99,820-100%$4.4M———
Jane Street Group, LLC
N/A—96,465-96,465-100%$4.2M———
Brookwood Investment Group LLC
N/A—95,901-95,901-100%$4.2M———
Trinity Legacy Partners, LLC
N/A—88,517-88,517-100%$3.5M———
MAI Capital Management
N/A—83,735-83,735-100%$3.7M———
FWL Investment Management, LLC
N/A—83,522-83,522-100%$3.6M———
Trivium Point Advisory, LLC
N/A—82,387-82,387-100%$3.6M———
CIBC World Market Inc.
N/A—78,955-78,955-100%$3.5M———
Private Advisor Group, LLC
N/A—78,614-78,614-100%$3.4M———
Federation des caisses Desjardins du Quebec
N/A—76,977-76,977-100%$3.4M———
Pine Valley Investments Ltd Liability Co
N/A—76,241-76,241-100%$3.3M———
Kingsview Wealth Management, LLC
N/A—69,663-69,663-100%$3.0M———
Janney Montgomery Scott LLC
N/A—66,933-66,933-100%$2.9M———
Summit Financial, LLC
N/A—64,393-64,393-100%$2.8M———
Great Valley Advisor Group, Inc.
N/A—61,262-61,262-100%$2.7M———
Rockefeller Capital Management L.P.
N/A—60,860-60,860-100%$2.7M———
Harbour Wealth Management Group, Inc.
N/A—60,407-60,407-100%$2.6M———
Credit Industriel ET Commercial
N/A—58,685-58,685-100%$2.6M———
Eaton Financial Holdings Company, LLC
N/A—58,662-58,662-100%$2.6M———
Geneos Wealth Management Inc.
N/A—56,036-56,036-100%$2.4M———
Virtu Financial LLC
N/A—54,477-54,477-100%$2.4M———
Equitable Holdings, Inc.
N/A—53,585-53,585-100%$2.3M———
DRW Securities, LLC
N/A—51,042-51,042-100%$2.2M———
Insigneo Advisory Services, LLC
N/A—50,258-50,258-100%$2.2M———
Capital Fund Management S.A.
N/A—49,498-49,498-100%$2.2M———
Moneta Group Investment Advisors LLC
N/A—48,387-48,387-100%$2.1M———
Sanctuary Advisors, LLC
N/A—48,302-48,302-100%$2.1M———
Bleakley Financial Group, LLC
N/A—46,396-46,396-100%$2.0M———
SG Americas Securities, LLC
N/A—42,805-42,805-100%$1.9M———
Marex Group Ltd
N/A—42,214-42,214-100%$1.8M———
Steward Partners Investment Advisory, LLC
N/A—40,819-40,819-100%$1.8M———
Oversea-Chinese Banking Corp Ltd
N/A—40,591-40,591-100%$1.8M———
Millennium Management LLC
N/A—38,748-38,748-100%$1.7M———
IHT Wealth Management, LLC
N/A—38,184-38,184-100%$1.7M———
URS Advisory LLC
N/A—36,261-36,261-100%$1.6M———
Tidal Investments LLC
N/A—36,241-36,241-100%$1.6M———
Quantinno Capital Management LP
N/A—35,385-35,385-100%$1.5M———
CreativeOne Wealth, LLC
N/A—32,511-32,511-100%$1.4M———
Bank of Nova Scotia
N/A—32,350-32,350-100%$1.4M———
Credit Agricole S A
N/A—32,321-32,321-100%$1.4M———
Stephens Inc
N/A—30,474-30,474-100%$1.3M———
Peak6 LLC
N/A—30,183-30,183-100%$1.3M———
Gotham Asset Management, LLC
N/A—28,719-28,719-100%$1.3M———
Mariner, LLC
N/A—27,662-27,662-100%$1.2M———
Massar Capital Management, LP
N/A—27,464-27,464-100%$1.2M———
Pinnacle Financial Partners, Inc.
N/A—27,258-27,258-100%$1.2M———
Inspire Advisors, LLC
N/A—26,412-26,412-100%$1.2M———
AQR Capital Management LLC
N/A—26,405-26,405-100%$1.2M———
RIK Saylor Financial, Inc.
N/A—25,652-25,652-100%$1.1M———
Benson Wealth Management Inc
N/A—25,440-25,440-100%$1.1M———
Arax Advisory Partners
N/A—25,361-25,361-100%$1.1M———
Caprock Group, LLC
N/A—25,183-25,183-100%$1.1M———
Quantitative Investment Management, LLC
N/A—25,155-25,155-100%$1.1M———
Keebeck Wealth Management
N/A—25,025-25,025-100%$1.1M———
Stratos Investment Management, LLC
N/A—24,555-24,555-100%$1.1M———
Transcend Capital Advisors, LLC
N/A—24,064-24,064-100%$1.1M———
Sequoia Financial Advisors, LLC
N/A—23,981-23,981-100%$1.0M———
Focus Partners Wealth
N/A—23,667-23,667-100%$1.0M———
Beacon Pointe Advisors, LLC
N/A—23,445-23,445-100%$1.0M———
Alteri Wealth LLC
N/A—23,433-23,433-100%$1.0M———
Cresset Asset Management, LLC
N/A—23,323-23,323-100%$1.0M———
IEQ Capital, LLC
N/A—21,993-21,993-100%$961.1K———
PCG Wealth Advisors, LLC
N/A—20,826-20,826-100%$910.1K———
Johnson Investment Counsel Inc
N/A—20,812-20,812-100%$909.5K———
Integrated Wealth Concepts LLC
N/A—20,684-20,684-100%$903.9K———
Perennial Investment Advisors, LLC
N/A—20,503-20,503-100%$896.0K———
Arkadios Wealth Advisors
N/A—20,212-20,212-100%$883.2K———
Belpointe Asset Management LLC
N/A—20,071-20,071-100%$877.1K———
CSS LLC
N/A—19,910-19,910-100%$870.1K———
Fiduciary Trust Co
N/A—19,607-19,607-100%$856.8K———
Cary Street Partners Financial LLC
N/A—19,325-19,325-100%$844.5K———
Caitlin John, LLC
N/A—18,979-18,979-100%$829.4K———
Fidelis Capital Partners, LLC
N/A—18,784-18,784-100%$820.9K———
X-Square Capital, LLC
N/A—18,500-18,500-100%$808.0K———
Snowden Capital Advisors LLC
N/A—18,444-18,444-100%$806.0K———
Berger Financial Group, Inc
N/A—18,443-18,443-100%$806.0K———
Global Retirement Partners, LLC
N/A—18,429-18,429-100%$805.3K———
United Capital Financial Advisors, LLC
N/A—18,137-18,137-100%$788.8K———
Nicolet Bankshares Inc
N/A—17,498-17,498-100%$764.7K———
Waverly Advisors, LLC
N/A—17,187-17,187-100%$751.1K———
Advisory Alpha, LLC
N/A—16,114-16,114-100%$704.2K———
Diametric Capital, LP
N/A—15,650-15,650-100%$683.9K———
Twin Focus Capital Partners, LLC
N/A—15,300-15,300-100%$668.6K———
Macquarie Group LTD
N/A—15,000-15,000-100%$655.5K———
Advisory Services Network, LLC
N/A—14,736-14,736-100%$643.9K———
Palumbo Wealth Management LLC
N/A—14,321-14,321-100%$625.8K———
FIL Ltd
N/A—14,304-14,304-100%$625.1K———
Menora Mivtachim Holdings Ltd.
N/A—14,000-14,000-100%$611.8K———
Stamos Capital Partners, L.P.
N/A—13,970-13,970-100%$610.5K———
CMC Financial Group
N/A—13,793-13,793-100%$602.8K———
Forum Finance Group S.A.
N/A—13,526-13,526-100%$478———
Ausdal Financial Partners, Inc.
N/A—13,105-13,105-100%$572.7K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—12,862-12,862-100%$562.1K———
Scientech Research LLC
N/A—12,767-12,767-100%$557.9K———
Benjamin Edwards Inc
N/A—12,535-12,535-100%$547.7K———
Navis Wealth Advisors, LLC
N/A—12,500-12,500-100%$546.3K———
Advyzon Investment Management, LLC
N/A—12,349-12,349-100%$539.7K———
Cerity Partners LLC
N/A—11,934-11,934-100%$521.5K———
Stratos Wealth Partners, Ltd.
N/A—11,865-11,865-100%$518.5K———
Rathbones Group PLC
N/A—11,674-11,674-100%$510.2K———
Western Wealth Management, LLC
N/A—11,335-11,335-100%$495.4K———
GTS Securities LLC
N/A—10,741-10,741-100%$469.4K———
Cardiff Park Advisors, LLC
N/A—10,621-10,621-100%$464.2K———
Prosperity Consulting Group, LLC
N/A—10,485-10,485-100%$458.2K———
K.J. Harrison & Partners Inc
N/A—10,158-10,158-100%$443.9K———
Hilltop Holdings Inc.
N/A—9,500-9,500-100%$415.2K———
Mutual Advisors, LLC
N/A—9,294-9,294-100%$406.2K———
Owen LaRue, LLC
N/A—9,200-9,200-100%$402.0K———
Pathstone Holdings, LLC
N/A—9,068-9,068-100%$396.3K———
Capstone Investment Advisors, LLC
N/A—8,976-8,976-100%$392.3K———
Banco Santander, S.A.
N/A—8,559-8,559-100%$374.0K———
Sharpepoint LLC
N/A—8,501-8,501-100%$371.5K———
Lane Generational LLC
N/A—8,266-8,266-100%$361.2K———
Gladstone Institutional Advisory LLC
N/A—8,089-8,089-100%$353.5K———
Global Endowment Management, LP
N/A—8,000-8,000-100%$350.0K———
Maridea Wealth Management LLC
N/A—7,967-7,967-100%$348.2K———
Orion Porfolio Solutions, LLC
N/A—7,939-7,939-100%$346.9K———
Lansing Street Advisors
N/A—7,719-7,719-100%$337.3K———
LRI Investments, LLC
N/A—7,700-7,700-100%$336.5K———
Greenwich Wealth Management LLC
N/A—7,667-7,667-100%$335.0K———
Garden State Investment Advisory Services LLC
N/A—7,550-7,550-100%$329.9K———
Fiduciary Financial Advisors
N/A—7,526-7,526-100%$328.9K———
Wealthspire Advisors, LLC
N/A—7,453-7,453-100%$325.7K———
Captrust Financial Advisors
N/A—7,434-7,434-100%$324.9K———
Savvy Advisors, Inc.
N/A—7,415-7,415-100%$324.0K———
Ameritas Investment Partners, Inc.
N/A—7,382-7,382-100%$322.6K———
Magnolia Capital Advisors LLC
N/A—7,344-7,344-100%$320.9K———
Nwam LLC
N/A—6,994-6,994-100%$305.6K———
Pallas Capital Advisors LLC
N/A—6,874-6,874-100%$300.4K———
Innovative Asset Advisors Group, LLC
N/A—6,703-6,703-100%$292.9K———
Harbour Investments, Inc.
N/A—6,310-6,310-100%$275.7K———
Lbmc Investment Advisors, LLC
N/A—6,250-6,250-100%$273.1K———
Commerce Bank
N/A—6,132-6,132-100%$268.0K———
Vectors Research Management, LLC
N/A—6,092-6,092-100%$266.2K———
SIH Partners, Lllp
N/A—6,092-6,092-100%$266.2K———
Financial Engines Advisors L.L.C.
N/A—6,000-6,000-100%$262.2K———
BFC Planning, Inc.
N/A—5,973-5,973-100%$261.0K———
Aptus Capital Advisors, LLC
N/A—5,971-5,971-100%$260.9K———
Wealthspan Partners, LLC
N/A—5,927-5,927-100%$259.0K———
Keystone Financial Group
N/A—5,716-5,716-100%$249.8K———
EWA, LLC
N/A—5,658-5,658-100%$247.3K———
Wealth Alliance, LLC
N/A—5,567-5,567-100%$243.3K———
Ameritas Advisory Services, LLC
N/A—5,532-5,532-100%$241.8K———
NewEdge Wealth, LLC
N/A—5,401-5,401-100%$236.0K———
Continuum Advisory, LLC
N/A—5,366-5,366-100%$234.5K———
AE Wealth Management LLC
N/A—5,347-5,347-100%$233.7K———
Two Sigma Securities, LLC
N/A—5,300-5,300-100%$231.6K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—5,177-5,177-100%$225.1K———
VAN DEN Berg Management I, Inc
N/A—5,038-5,038-100%$220.2K———
Northern Trust Corp
N/A—5,000-5,000-100%$218.5K———
Mint Tower Capital Management B.V.
N/A—5,000-5,000-100%$219.0K———
Ameriflex Group, Inc.
N/A—4,951-4,951-100%$216.4K———
Tyche Wealth Partners LLC
N/A—4,881-4,881-100%$213.3K———
Elm Partners Management LLC
N/A—4,687-4,687-100%$204.8K———
Mercer Global Advisors Inc
N/A—4,643-4,643-100%$202.9K———
AlphaGrep UK Ltd
N/A—4,608-4,608-100%$201.4K———
EP Wealth Advisors, LLC
N/A—4,395-4,395-100%$192.1K———
Tidemark, LLC
N/A—4,159-4,159-100%$181.7K———
Banque Cantonale Vaudoise
N/A—3,887-3,887-100%$170.0K———
All Terrain Financial Advisors, LLC
N/A—3,700-3,700-100%$161.7K———
JTC Employer Solutions Trustee Ltd
N/A—3,309-3,309-100%$145.0K———
Smartleaf Asset Management LLC
N/A—3,221-3,221-100%$141.5K———
Centaurus Financial, Inc.
N/A—3,063-3,063-100%$134.0K———
Stelac Advisory Services LLC
N/A—2,713-2,713-100%$118.6K———
NCP Inc.
N/A—2,500-2,500-100%$109.3K———
Copia Wealth Management
N/A—2,473-2,473-100%$108.1K———
Coppell Advisory Solutions LLC
N/A—2,464-2,464-100%$3.1M———
FMR LLC
N/A—2,426-2,426-100%$106.0K———
BlackRock, Inc.
N/A—2,370-2,370-100%$103.6K———
O'shaughnessy Asset Management, LLC
N/A—2,301-2,301-100%$100.6K———
Strategic Wealth Partners, Ltd.
N/A—2,264-2,264-100%$99.0K———
Bogart Wealth, LLC
N/A—2,191-2,191-100%$95.7K———
Aventura Private Wealth, LLC
N/A—1,870-1,870-100%$81.7K———
Tradewinds, Llc.
N/A—1,656-1,656-100%$248.7K———
Quantum Portfolio Management LLC
N/A—1,585-1,585-100%$69.3K———
Strategic Investment Solutions, Inc.
N/A—1,413-1,413-100%$61.8K———
Core Capital Management & Research, inc.
N/A—1,400-1,400-100%$64.5K———
Index Technologies Group LLC
N/A—1,291-1,291-100%$56.4K———
Atlantic Union Bankshares Corp
N/A—1,172-1,172-100%$51.2K———
Luminist Capital LLC
N/A—1,152-1,152-100%$50.3K———
FAS Wealth Partners, Inc.
N/A—1,122-1,122-100%$49.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,020-1,020-100%$44.6K———
Dunhill Financial, LLC
N/A—1,009-1,009-100%$44.1K———
Picton Mahoney Asset Management
N/A—1,000-1,000-100%$43.7K———
Main Management LLC
N/A—1,000-1,000-100%$44.0K———
Wellington-Altus USA Inc.
N/A—904-904-100%$43.8K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—818-818-100%$35.7K———
Highland Investment Advisors LLC
N/A—786-786-100%$34.3K———
WealthShield Partners, LLC
N/A—762-762-100%$33.3K———
Cary Street Partners Investment Advisory LLC
N/A—657-657-100%$28.7K———
Avalon Trust Co
N/A—600-600-100%$26.2K———
Persistent Asset Partners Ltd
N/A—536-536-100%$23.4K———
Gould Capital, LLC
N/A—535-535-100%$23.4K———
Mpwm Advisory Solutions, LLC
N/A—452-452-100%$19.8K———
UBS Asset Management Americas LLC
N/A—423-423-100%$18.5K———
IFG Advisory, LLC
N/A—422-422-100%$18.4K———
Kayne Anderson Rudnick Investment Management LLC
N/A—385-385-100%$16.7K———
Ogorek Anthony Joseph
N/A—355-355-100%$15———
Capital Analysts, LLC
N/A—316-316-100%$11.0K———
Allied Private Wealth LLC
N/A—300-300-100%$12.5K———
Edmond de Rothschild Holding S.A.
N/A—279-279-100%$12.2K———
Sankala Group LLC
N/A—267-267-100%$11.6K———
Fourth Dimension Wealth, LLC
N/A—250-250-100%$10.9K———
Matrix Private Capital Group LLC
N/A—250-250-100%$10.9K———
Glenmede Trust Co NA
N/A—244-244-100%$10.7K———
Purpose Unlimited Inc.
N/A—244-244-100%$10.6K———
Tower Research Capital LLC (TRC)
N/A—226-226-100%$9.9K———
Osbon Capital Management LLC
N/A—208-208-100%$9.1K———
Cypress Capital Management LLC (WY)
N/A—208-208-100%$9.1K———
Howe & Rusling Inc
N/A—192-192-100%$8.4K———
Bard Associates Inc
N/A—178-178-100%$7.8K———
Kilter Group LLC
N/A—127-127-100%$5.6K———
Keating Financial Advisory Services, Inc.
N/A—110-110-100%$4.8K———
Synergy Investment Management, LLC
N/A—101-101-100%$4.4K———
Colonial Trust Advisors
N/A—100-100-100%$4.4K———
Strive Financial Group,LLC
N/A—98-98-100%$4.3K———
Johnson Financial Group, Inc.
N/A—77-77-100%$3.4K———
Marshall Investment Management, LLC
N/A—57-57-100%$2.5K———
Anchor Investment Management, LLC
N/A—50-50-100%$2.2K———
Ankerstar Wealth, LLC
N/A—35-35-100%$1.5K———
Huntington National Bank
N/A—7-7-100%$306———
Mcguire Capital Advisors Inc
N/A—1-1-100%$44———
Showing 577 of 577 institutions