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Grayscale Bitcoin Trust ETF (GBTC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares824,146 from 876,469
Change-52,323 (-6%)
Value$53.2M (+$13.3M)
Filed 2026-11-06
MAD River Investors
DECREASED
Shares355,444 from 360,139
Change-4,695 (-1%)
Value$23.0M (+$6.6M)
Filed 2026-10-27
EagleClaw Capital Managment, LLC
DECREASED
Shares344,184 from 358,216
Change-14,032 (-4%)
Value$22.2M (+$5.9M)
Filed 2026-11-06
Moors & Cabot, Inc.
INCREASED
Shares305,172 from 303,753
Change+1,419 (+0%)
Value$19.7M (+$5.9M)
Filed 2026-11-06
Kingswood Wealth Advisors, LLC
DECREASED
Shares275,448 from 278,391
Change-2,943 (-1%)
Value$17.8M (+$5.1M)
Filed 2026-10-23
Beaumont Financial Advisors, LLC
DECREASED
Shares242,947 from 249,612
Change-6,665 (-3%)
Value$15.7M (+$4.3M)
Filed 2026-10-22
Lido Advisors, LLC
INCREASED
Shares162,423 from 138,522
Change+23,901 (+17%)
Value$10.5M (+$4.2M)
Filed 2026-11-04
Atlas Wealth Partners, LLC
DECREASED
Shares139,312 from 139,612
Change-300 (0%)
Value$9.0M (+$2.6M)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares127,796 from 244,528
Change-116,732 (-48%)
Value$8.3M (-$2.9M)
Filed 2026-11-02
Sloy Dahl & Holst, LLC
DECREASED
Shares127,073 from 131,538
Change-4,465 (-3%)
Value$8.2M (+$2.2M)
Filed 2026-10-14
Commonwealth Equity Services, LLC
DECREASED
Shares117,017 from 168,831
Change-51,814 (-31%)
Value$7.6M (-$127.1K)
Filed 2026-11-02
SLT Holdings LLC
UNCHANGED
Shares116,930 from 116,930
Change0 (0%)
Value$7.6M (+$2.2M)
Filed 2026-10-15
Creative Planning
DECREASED
Shares110,574 from 131,082
Change-20,508 (-16%)
Value$7.1M (+$1.2M)
Filed 2026-11-02
Once Capital Management, LLC
UNCHANGED
Shares107,700 from 107,700
Change0 (0%)
Value$7.0M (+$2.1M)
Filed 2026-11-02
Larson Financial Group LLC
DECREASED
Shares106,448 from 107,435
Change-987 (-1%)
Value$6.9M (+$2.0M)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares101,177 from 113,584
Change-12,407 (-11%)
Value$6.4M (+$756.1K)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares97,781 from 94,966
Change+2,815 (+3%)
Value$6.3M (+$2.0M)
Filed 2026-11-02
Birch Hill Investment Advisors LLC
DECREASED
Shares96,150 from 102,850
Change-6,700 (-7%)
Value$6.2M (+$1.5M)
Filed 2026-10-16
Traphagen Investment Advisors LLC
DECREASED
Shares82,915 from 83,314
Change-399 (0%)
Value$5.4M (+$1.6M)
Filed 2026-10-14
Claro Advisors Inc.
DECREASED
Shares82,246 from 82,836
Change-590 (-1%)
Value$5.3M (+$1.5M)
Filed 2026-11-02
Citrine Capital LLC
UNCHANGED
Shares75,952 from 75,952
Change0 (0%)
Value$4.9M (+$1.4M)
Filed 2026-10-14
Farther Finance Advisors, LLC
INCREASED
Shares75,047 from 73,582
Change+1,465 (+2%)
Value$4.8M (+$1.5M)
Filed 2026-10-08
Haven Private, LLC
DECREASED
Shares71,936 from 72,261
Change-325 (0%)
Value$4.6M (+$1.4M)
Filed 2026-10-27
Variant Private Wealth, LLC
UNCHANGED
Shares71,518 from 71,518
Change0 (0%)
Value$4.6M (+$1.4M)
Filed 2026-10-21
Guild Investment Management, Inc.
INCREASED
Shares68,173 from 67,630
Change+543 (+1%)
Value$4.4M (+$1.3M)
Filed 2026-11-03
WealthCare Asset Management, LLC
DECREASED
Shares67,296 from 95,422
Change-28,126 (-29%)
Value$4.3M (+$3.0K)
Filed 2026-10-26
Pekin Hardy Strauss, Inc.
DECREASED
Shares56,774 from 56,924
Change-150 (0%)
Value$3.7M (+$1.1M)
Filed 2026-11-02
Legacy Wealth Asset Management, LLC
DECREASED
Shares54,395 from 55,149
Change-754 (-1%)
Value$3.5M (+$1.0M)
Filed 2026-10-09
Convergence Financial, LLC
DECREASED
Shares51,267 from 102,534
Change-51,267 (-50%)
Value$3.3M (-$1.4M)
Filed 2026-10-27
Kestra Private Wealth Services, LLC
DECREASED
Shares49,747 from 50,732
Change-985 (-2%)
Value$3.2M (+$903.8K)
Filed 2026-11-06
NTV Asset Management LLC
DECREASED
Shares47,246 from 48,278
Change-1,032 (-2%)
Value$3.1M (+$854.0K)
Filed 2026-10-23
Merit Financial Group, LLC
DECREASED
Shares44,219 from 44,855
Change-636 (-1%)
Value$2.9M (+$814.3K)
Filed 2026-11-06
Verde Capital Management
DECREASED
Shares43,987 from 44,951
Change-964 (-2%)
Value$2.8M (+$795.0K)
Filed 2026-10-28
Independent Financial Group, LLC
DECREASED
Shares43,774 from 48,253
Change-4,479 (-9%)
Value$2.8M (+$630.9K)
Filed 2026-10-13
PNC Financial Services Group, Inc.
DECREASED
Shares41,878 from 42,358
Change-480 (-1%)
Value$2.7M (+$776.8K)
Filed 2026-11-06
Innovative Advisory Group, LLC
DECREASED
Shares41,720 from 42,627
Change-907 (-2%)
Value$2.7M (+$754.3K)
Filed 2026-10-13
Fagan Associates, Inc.
DECREASED
Shares40,806 from 41,822
Change-1,016 (-2%)
Value$2.6M (+$731.9K)
Filed 2026-10-13
Brookstone Capital Management
DECREASED
Shares40,611 from 55,085
Change-14,474 (-26%)
Value$2.6M (+$115.6K)
Filed 2026-10-22
Prosperity Financial Group, Inc.
UNCHANGED
Shares38,400 from 38,400
Change0 (0%)
Value$2.5M (+$732.3K)
Filed 2026-10-29
State of Michigan Retirement System
UNCHANGED
Shares37,418 from 37,418
Change0 (0%)
Value$2.4M (+$713.6K)
Filed 2026-10-27
TigerOak Management, L.L.C.
DECREASED
Shares36,000 from 36,131
Change-131 (0%)
Value$2.3M (+$680.6K)
Filed 2026-10-23
Sowell Financial Services LLC
INCREASED
Shares35,613 from 34,320
Change+1,293 (+4%)
Value$2.3M (+$738.0K)
Filed 2026-10-23
WealthPlan Investment Management, LLC
DECREASED
Shares33,990 from 35,076
Change-1,086 (-3%)
Value$2.2M (+$598.8K)
Filed 2026-10-15
MGO One Seven LLC
DECREASED
Shares33,533 from 33,764
Change-231 (-1%)
Value$2.2M (+$629.0K)
Filed 2026-10-28
Compass Ion Advisors, LLC
UNCHANGED
Shares33,188 from 33,188
Change0 (0%)
Value$2.1M (+$632.9K)
Filed 2026-10-23
Cyndeo Wealth Partners, LLC
DECREASED
Shares32,621 from 35,130
Change-2,509 (-7%)
Value$2.1M (+$507.9K)
Filed 2026-10-16
McKinley Carter Wealth Services, Inc.
DECREASED
Shares31,864 from 32,107
Change-243 (-1%)
Value$2.1M (+$596.6K)
Filed 2026-10-16
Visionary Wealth Advisors
INCREASED
Shares31,694 from 31,691
Change+3 (+0%)
Value$2.0M (+$604.5K)
Filed 2026-11-04
Truist Financial Corp
INCREASED
Shares31,578 from 31,137
Change+441 (+1%)
Value$2.0M (+$622.2K)
Filed 2026-10-30
US Bancorp \de\
DECREASED
Shares31,147 from 33,921
Change-2,774 (-8%)
Value$2.0M (+$467.7K)
Filed 2026-11-05
Mcrae Capital Management Inc
UNCHANGED
Shares30,940 from 30,940
Change0 (0%)
Value$2.0M (+$590.0K)
Filed 2026-10-15
Interchange Capital Partners, LLC
INCREASED
Shares30,055 from 29,930
Change+125 (+0%)
Value$1.9M (+$578.8K)
Filed 2026-10-28
Lanark Financial, Inc.
DECREASED
Shares29,270 from 29,620
Change-350 (-1%)
Value$1.9M (+$542.2K)
Filed 2026-10-26
Professional Financial Advisors, LLC
DECREASED
Shares27,319 from 28,390
Change-1,071 (-4%)
Value$1.8M (+$472.2K)
Filed 2026-10-13
Diligent Investors, LLC
DECREASED
Shares27,246 from 27,371
Change-125 (0%)
Value$1.8M (+$513.9K)
Filed 2026-10-21
Canton Hathaway, LLC
UNCHANGED
Shares27,200 from 27,200
Change0 (0%)
Value$1.8M (+$518.7K)
Filed 2026-10-23
Concurrent Investment Advisors, LLC
INCREASED
Shares27,044 from 12,820
Change+14,224 (+111%)
Value$1.7M (+$1.2M)
Filed 2026-10-16
Moneco Advisors, LLC
DECREASED
Shares25,839 from 29,485
Change-3,646 (-12%)
Value$1.7M (+$326.8K)
Filed 2026-11-05
Integras Partners LLC
INCREASED
Shares25,064 from 24,512
Change+552 (+2%)
Value$1.6M (+$503.1K)
Filed 2026-10-30
Fortem Financial Group, LLC
UNCHANGED
Shares24,657 from 24,657
Change0 (0%)
Value$1.6M (+$470.2K)
Filed 2026-10-20
Wedbush Securities Inc
UNCHANGED
Shares24,594 from 24,594
Change0 (0%)
Value$1.6M (+$469.0K)
Filed 2026-10-22
Abacus Planning Group, Inc.
UNCHANGED
Shares23,738 from 23,738
Change0 (0%)
Value$1.5M (+$452.7K)
Filed 2026-11-02
SteelPeak Wealth, LLC
INCREASED
Shares23,071 from 21,516
Change+1,555 (+7%)
Value$1.5M (+$510.7K)
Filed 2026-10-16
Pilgrim Partners Asia Pte Ltd
UNCHANGED
Shares22,700 from 22,700
Change0 (0%)
Value$1.5M (+$432.9K)
Filed 2026-10-29
15 Wealth Advisors LLC
NEW
Shares22,458
Change+22,458
Value$1.5M
Filed 2026-10-14
Choreo, LLC
INCREASED
Shares22,333 from 22,121
Change+212 (+1%)
Value$1.4M (+$435.5K)
Filed 2026-10-28
Certior Financial Group, LLC
DECREASED
Shares22,037 from 26,973
Change-4,936 (-18%)
Value$1.4M (+$195.6K)
Filed 2026-10-19
Aurora Private Wealth, Inc.
UNCHANGED
Shares22,005 from 22,005
Change0 (0%)
Value$1.4M (+$419.0K)
Filed 2026-10-20
Meridian Wealth Management, LLC
INCREASED
Shares21,877 from 21,845
Change+32 (+0%)
Value$1.4M (+$418.7K)
Filed 2026-11-05
Quadcap Wealth Management, LLC
UNCHANGED
Shares21,653 from 21,653
Change0 (0%)
Value$1.4M (+$412.9K)
Filed 2026-11-02
CRA Financial Services, LLC
DECREASED
Shares21,445 from 22,056
Change-611 (-3%)
Value$1.4M (+$381.1K)
Filed 2026-10-16
True Private Wealth Advisors
DECREASED
Shares21,442 from 22,162
Change-720 (-3%)
Value$1.4M (+$376.2K)
Filed 2026-10-19
Finer Wealth Management, Inc.
DECREASED
Shares21,077 from 21,771
Change-694 (-3%)
Value$1.4M (+$370.3K)
Filed 2026-10-16
Financial Management Professionals, Inc.
DECREASED
Shares20,562 from 21,917
Change-1,355 (-6%)
Value$1.3M (+$330.4K)
Filed 2026-10-23
Grimes & Co Wealth Management, LLC
DECREASED
Shares20,470 from 20,621
Change-151 (-1%)
Value$1.3M (+$383.5K)
Filed 2026-10-29
HUB Investment Partners, LLC
INCREASED
Shares19,876 from 18,728
Change+1,148 (+6%)
Value$1.3M (+$431.3K)
Filed 2026-11-03
B. Riley Wealth Advisors, Inc.
INCREASED
Shares19,341 from 6,165
Change+13,176 (+214%)
Value$1.2M (+$960.9K)
Filed 2026-10-13
Spire Wealth Management
DECREASED
Shares19,243 from 19,945
Change-702 (-4%)
Value$1.2M (+$335.0K)
Filed 2026-10-30
Almanack Investment Partners, Llc.
UNCHANGED
Shares19,086 from 19,086
Change0 (0%)
Value$1.2M (+$364.0K)
Filed 2026-11-03
Ascentis Independent Advisors
NEW
Shares18,940
Change+18,940
Value$1.2M
Filed 2026-11-03
Upper Left Wealth Management, LLC
DECREASED
Shares18,937 from 19,261
Change-324 (-2%)
Value$1.2M (+$346.4K)
Filed 2026-10-14
Soltis Investment Advisors LLC
DECREASED
Shares18,235 from 18,266
Change-31 (0%)
Value$1.2M (+$346.3K)
Filed 2026-10-28
HCR Wealth Advisors
DECREASED
Shares17,929 from 18,379
Change-450 (-2%)
Value$1.2M (+$321.4K)
Filed 2026-10-15
Joseph P. Lucia & Associates, LLC
DECREASED
Shares17,735 from 17,945
Change-210 (-1%)
Value$1.1M (+$328.6K)
Filed 2026-10-30
Clearstead Advisors, LLC
UNCHANGED
Shares17,688 from 17,688
Change0 (0%)
Value$1.1M (+$337.3K)
Filed 2026-11-06
Clearwater Capital Advisors, LLC
DECREASED
Shares16,998 from 17,173
Change-175 (-1%)
Value$1.1M (+$316.2K)
Filed 2026-11-06
Milestone Asset Management Group, LLC
UNCHANGED
Shares16,894 from 16,894
Change0 (0%)
Value$1.1M (+$322.2K)
Filed 2026-10-20
Prospera Financial Services Inc
DECREASED
Shares16,833 from 16,851
Change-18 (0%)
Value$995.2K (+$228.1K)
Filed 2026-11-04
Childress Capital Advisors, LLC
UNCHANGED
Shares15,614 from 15,614
Change0 (0%)
Value$1.0M (+$297.8K)
Filed 2026-10-28
Quadrant Private Wealth Management, LLC
NEW
Shares15,597
Change+15,597
Value$1.0M
Filed 2026-11-04
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares15,429 from 14,429
Change+1,000 (+7%)
Value$996.6K (+$339.8K)
Filed 2026-10-27
ACT Capital Partners, L.P.
NEW
Shares15,400
Change+15,400
Value$994.7K
Filed 2026-11-06
Perigon Wealth Management, LLC
DECREASED
Shares15,262 from 15,392
Change-130 (-1%)
Value$985.8K (+$285.1K)
Filed 2026-10-22
VestGen Advisors, LLC
DECREASED
Shares14,569 from 15,849
Change-1,280 (-8%)
Value$941.0K (+$219.6K)
Filed 2026-10-27
Integrated Advisors Network LLC
INCREASED
Shares14,214 from 7,543
Change+6,671 (+88%)
Value$918.1K (+$574.7K)
Filed 2026-10-20
Regions Financial Corp
UNCHANGED
Shares14,052 from 14,052
Change0 (0%)
Value$907.6K (+$268.0K)
Filed 2026-11-05
Mills Wealth Advisors LLC
UNCHANGED
Shares14,018 from 14,018
Change0 (0%)
Value$905.4K (+$267.3K)
Filed 2026-10-22
SeaCrest Wealth Management, LLC
INCREASED
Shares13,920 from 7,255
Change+6,665 (+92%)
Value$899.1K (+$568.8K)
Filed 2026-10-21
SevenBridge Financial Group, LLC
UNCHANGED
Shares13,826 from 13,826
Change0 (0%)
Value$880.7K (+$185.3K)
Filed 2026-10-26
Aries Wealth Management
UNCHANGED
Shares13,720 from 13,720
Change0 (0%)
Value$886.2K (+$261.6K)
Filed 2026-10-23
Midwest Trust Co
DECREASED
Shares13,554 from 14,207
Change-653 (-5%)
Value$875.5K (+$228.8K)
Filed 2026-10-22
Cherrydale Wealth Management, LLC
UNCHANGED
Shares13,531 from 13,531
Change0 (0%)
Value$874.0K (+$258.0K)
Filed 2026-10-20
Wealthcare Advisory Partners LLC
INCREASED
Shares13,349 from 13,244
Change+105 (+1%)
Value$862.2K (+$259.3K)
Filed 2026-10-21
Malaga Cove Capital, LLC
DECREASED
Shares13,255 from 13,385
Change-130 (-1%)
Value$856.1K (+$246.9K)
Filed 2026-10-23
Todd Wealth Management, LLC
DECREASED
Shares13,217 from 13,462
Change-245 (-2%)
Value$853.7K (+$240.9K)
Filed 2026-10-19
NavPoint Financial, Inc.
UNCHANGED
Shares13,200 from 13,200
Change0 (0%)
Value$852.6K (+$251.7K)
Filed 2026-10-21
Ballast Financial Advisors LLC
DECREASED
Shares13,176 from 17,761
Change-4,585 (-26%)
Value$851.0K (+$42.6K)
Filed 2026-10-26
Curran Financial Partners, LLC
DECREASED
Shares13,053 from 13,069
Change-16 (0%)
Value$843.1K (+$248.2K)
Filed 2026-11-04
Embree Financial Group
DECREASED
Shares12,922 from 12,957
Change-35 (0%)
Value$834.6K (+$244.8K)
Filed 2026-10-22
Chicago Partners Investment Group LLC
INCREASED
Shares12,867 from 12,832
Change+35 (+0%)
Value$806.2K (+$162.2K)
Filed 2026-10-27
Wealth Alliance Advisory Group, LLC
UNCHANGED
Shares12,744 from 12,744
Change0 (0%)
Value$823.1K (+$243.0K)
Filed 2026-10-14
Epiq Partners, LLC
DECREASED
Shares12,723 from 15,123
Change-2,400 (-16%)
Value$821.8K (+$133.4K)
Filed 2026-10-07
Integrity Alliance, Llc.
INCREASED
Shares12,692 from 12,159
Change+533 (+4%)
Value$819.8K (+$266.3K)
Filed 2026-10-29
Savant Capital, LLC
INCREASED
Shares11,998 from 8,281
Change+3,717 (+45%)
Value$775.0K (+$395.2K)
Filed 2026-11-06
Capstone Capital Management Ltd
NEW
Shares11,858
Change+11,858
Value$765.9K
Filed 2026-10-21
Plancorp, LLC
INCREASED
Shares11,844 from 11,629
Change+215 (+2%)
Value$700.2K (+$139.5K)
Filed 2026-11-03
Deltec Asset Management LLC
UNCHANGED
Shares11,750 from 11,750
Change0 (0%)
Value$758.9K (+$224.1K)
Filed 2026-10-26
Philadelphia Trust Co
UNCHANGED
Shares11,620 from 11,620
Change0 (0%)
Value$751.0K (+$222.0K)
Filed 2026-11-05
Howland Capital Management LLC
UNCHANGED
Shares11,600 from 11,600
Change0 (0%)
Value$749.2K (+$221.2K)
Filed 2026-10-22
PKS Advisory Services, LLC
UNCHANGED
Shares11,488 from 11,488
Change0 (0%)
Value$522.9K ($0)
Filed 2026-10-26
National Wealth Management Group, LLC
INCREASED
Shares11,426 from 9,992
Change+1,434 (+14%)
Value$738.0K (+$283.2K)
Filed 2026-10-26
HFG Wealth Management, LLC
UNCHANGED
Shares11,320 from 11,320
Change0 (0%)
Value$515.3K ($0)
Filed 2026-10-16
Rossby Financial, LCC
INCREASED
Shares10,978 from 5
Change+10,973 (+219460%)
Value$709.1K (+$708.8K)
Filed 2026-11-05
Pinnacle Associates LTD
UNCHANGED
Shares10,926 from 10,926
Change0 (0%)
Value$705.7K (+$208.4K)
Filed 2026-10-20
EverSource Wealth Advisors, LLC
INCREASED
Shares10,922 from 9,911
Change+1,011 (+10%)
Value$705.5K (+$254.3K)
Filed 2026-11-04
Earned Wealth Advisors, LLC
UNCHANGED
Shares10,894 from 10,894
Change0 (0%)
Value$703.6K (+$207.7K)
Filed 2026-11-06
Mesirow Financial Investment Management, Inc.
DECREASED
Shares10,878 from 10,934
Change-56 (-1%)
Value$702.6K (+$204.9K)
Filed 2026-11-05
Private Capital Advisors, Inc.
DECREASED
Shares10,798 from 13,998
Change-3,200 (-23%)
Value$697.4K (+$60.3K)
Filed 2026-10-06
Vista Finance, LLC
INCREASED
Shares10,572 from 7,632
Change+2,940 (+39%)
Value$682.9K (+$335.4K)
Filed 2026-10-23
Formidable Asset Management, LLC
UNCHANGED
Shares10,500 from 10,500
Change0 (0%)
Value$478.0K (-$76.0K)
Filed 2026-11-03
Prime Capital Investment Advisors, LLC
INCREASED
Shares10,479 from 10,229
Change+250 (+2%)
Value$676.8K (+$211.2K)
Filed 2026-10-20
Axxcess Wealth Management, LLC
DECREASED
Shares10,465 from 12,597
Change-2,132 (-17%)
Value$675.9K (+$102.5K)
Filed 2026-10-21
Spectrum Planning & Advisory Services Inc.
UNCHANGED
Shares10,249 from 10,249
Change0 (0%)
Value$662.0K (+$195.4K)
Filed 2026-11-05
Keystone Global Partners, LLC
UNCHANGED
Shares10,147 from 10,147
Change0 (0%)
Value$655.4K (+$193.5K)
Filed 2026-10-13
Vise Technologies, Inc.
NEW
Shares10,022
Change+10,022
Value$647.3K
Filed 2026-10-29
SJS Investment Consulting Inc.
UNCHANGED
Shares9,946 from 9,946
Change0 (0%)
Value$642.4K (+$189.7K)
Filed 2026-10-26
Roman Butler Fullerton & Co
INCREASED
Shares9,928 from 8,996
Change+932 (+10%)
Value$626.9K (+$193.1K)
Filed 2026-10-27
Signaturefd, LLC
UNCHANGED
Shares9,922 from 9,922
Change0 (0%)
Value$640.9K (+$189.2K)
Filed 2026-10-23
Sage Investment Advisers LLC
UNCHANGED
Shares9,900 from 9,900
Change0 (0%)
Value$639.4K (+$188.8K)
Filed 2026-10-21
Transce3nd, LLC
NEW
Shares9,808
Change+9,808
Value$639.7K
Filed 2026-10-26
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares9,750 from 9,750
Change0 (0%)
Value$629.8K (+$185.9K)
Filed 2026-10-23
Montz Harcus Wealth Management LLC
UNCHANGED
Shares9,741 from 9,741
Change0 (0%)
Value$629.2K (+$185.8K)
Filed 2026-10-09
Stephen J. Garry & Associates, LLC
DECREASED
Shares9,615 from 10,116
Change-501 (-5%)
Value$621.0K (+$160.6K)
Filed 2026-11-05
United Advisor Group, LLC
DECREASED
Shares9,505 from 9,530
Change-25 (0%)
Value$613.9K (+$180.1K)
Filed 2026-11-03
Fiduciary Financial Group, LLC
UNCHANGED
Shares9,421 from 9,421
Change0 (0%)
Value$608.5K (+$179.7K)
Filed 2026-10-13
Insight Advisors, LLC/ PA
UNCHANGED
Shares9,397 from 9,397
Change0 (0%)
Value$607.0K (+$179.2K)
Filed 2026-10-22
Garde Capital, Inc.
INCREASED
Shares9,112 from 5,912
Change+3,200 (+54%)
Value$588.5K (+$319.4K)
Filed 2026-10-29
J.W. Cole Advisors, Inc.
DECREASED
Shares8,952 from 9,802
Change-850 (-9%)
Value$578.2K (+$132.0K)
Filed 2026-11-05
StoneX Group Inc.
NEW
Shares8,893
Change+8,893
Value$527.6K
Filed 2026-11-03
Horrell Capital Management, Inc.
INCREASED
Shares8,867 from 8,567
Change+300 (+4%)
Value$572.7K (+$182.8K)
Filed 2026-10-08
Apella Capital, LLC
INCREASED
Shares8,756 from 8,681
Change+75 (+1%)
Value$563.8K (+$134.4K)
Filed 2026-10-08
Benchmark Financial Wealth Advisors, LLC
NEW
Shares8,749
Change+8,749
Value$565.1K
Filed 2026-10-20
Kathmere Capital Management, LLC
UNCHANGED
Shares8,539 from 8,539
Change0 (0%)
Value$551.5K (+$162.8K)
Filed 2026-10-20
AlphaCore Capital LLC
INCREASED
Shares8,456 from 5,716
Change+2,740 (+48%)
Value$546.2K (+$286.0K)
Filed 2026-11-04
Mission Wealth Management, LP
DECREASED
Shares8,293 from 9,793
Change-1,500 (-15%)
Value$535.6K (+$89.9K)
Filed 2026-10-15
Taylor & Morgan Wealth Management, LLC
UNCHANGED
Shares8,274 from 8,274
Change0 (0%)
Value$534.4K (+$157.8K)
Filed 2026-10-09
Madden Securities Corp
DECREASED
Shares8,225 from 8,385
Change-160 (-2%)
Value$531.3K (+$149.6K)
Filed 2026-10-27
Evergreen Capital Management LLC
UNCHANGED
Shares8,225 from 8,225
Change0 (0%)
Value$531.3K (+$156.9K)
Filed 2026-10-23
Global Assets Advisory, LLC
DECREASED
Shares8,053 from 8,065
Change-12 (0%)
Value$531.1K (+$155.1K)
Filed 2026-10-28
Revolve Wealth Partners, LLC
UNCHANGED
Shares7,993 from 7,993
Change0 (0%)
Value$516.3K (+$152.4K)
Filed 2026-10-23
Ritholtz Wealth Management
UNCHANGED
Shares7,984 from 7,984
Change0 (0%)
Value$515.7K (+$152.3K)
Filed 2026-11-05
Cypress Wealth Services, LLC
UNCHANGED
Shares7,762 from 7,762
Change0 (0%)
Value$513.4K (+$160.1K)
Filed 2026-10-21
Bison Wealth, LLC
UNCHANGED
Shares7,740 from 7,740
Change0 (0%)
Value$494.7K (+$112.4K)
Filed 2026-10-13
Williams Jones Wealth Management, Llc.
UNCHANGED
Shares7,705 from 7,705
Change0 (0%)
Value$497.7K (+$146.9K)
Filed 2026-11-05
IFP Advisors, Inc
INCREASED
Shares7,581 from 6,286
Change+1,295 (+21%)
Value$489.7K (+$203.5K)
Filed 2026-10-16
Partners Wealth Management, LLC
NEW
Shares7,500
Change+7,500
Value$484.4K
Filed 2026-10-28
Pettinga Financial Advisors LLC
INCREASED
Shares7,399 from 7,189
Change+210 (+3%)
Value$477.9K (+$150.7K)
Filed 2026-10-13
Avior Wealth Management, LLC
INCREASED
Shares7,354 from 6,476
Change+878 (+14%)
Value$475.0K (+$180.2K)
Filed 2026-10-13
Verity Asset Management, Inc.
UNCHANGED
Shares7,266 from 7,266
Change0 (0%)
Value$469.3K (+$138.6K)
Filed 2026-10-30
Money Concepts Capital Corp
INCREASED
Shares7,155 from 6,485
Change+670 (+10%)
Value$462.1K (+$166.9K)
Filed 2026-11-06
Doliver Advisors, LP
DECREASED
Shares7,139 from 8,944
Change-1,805 (-20%)
Value$461.1K (+$54.0K)
Filed 2026-10-01
HBK Sorce Advisory LLC
DECREASED
Shares7,112 from 7,387
Change-275 (-4%)
Value$417.3K (+$46.5K)
Filed 2026-11-06
Brighton Jones LLC
INCREASED
Shares6,981 from 6,949
Change+32 (+0%)
Value$450.9K (+$134.6K)
Filed 2026-11-03
International Private Wealth Advisors LLC
UNCHANGED
Shares6,950 from 6,950
Change0 (0%)
Value$448.9K (+$132.5K)
Filed 2026-11-05
RVW Wealth, LLC
UNCHANGED
Shares6,872 from 6,872
Change0 (0%)
Value$443.9K (+$131.0K)
Filed 2026-10-06
Dynamic Advisor Solutions LLC
INCREASED
Shares6,771 from 6,570
Change+201 (+3%)
Value$437.3K (+$138.3K)
Filed 2026-10-13
PUREfi Wealth, LLC
DECREASED
Shares6,677 from 6,945
Change-268 (-4%)
Value$431.3K (+$115.1K)
Filed 2026-10-19
Valeo Financial Advisors, LLC
DECREASED
Shares6,673 from 6,700
Change-27 (0%)
Value$431.0K (+$126.0K)
Filed 2026-10-08
Channel Wealth LLC
UNCHANGED
Shares6,648 from 6,648
Change0 (0%)
Value$429.4K (+$126.8K)
Filed 2026-11-06
Foundation Wealth Management, LLC
UNCHANGED
Shares6,647 from 6,647
Change0 (0%)
Value$429.3K (+$126.8K)
Filed 2026-10-22
M Holdings Securities, Inc.
NEW
Shares6,523
Change+6,523
Value$401
Filed 2026-11-03
Sage Financial Group Inc
NEW
Shares6,439
Change+6,439
Value$415.9K
Filed 2026-10-27
Stephenson & Company, Inc.
UNCHANGED
Shares6,400 from 6,400
Change0 (0%)
Value$413.4K (+$122.0K)
Filed 2026-10-30
Evolution Wealth Advisors, LLC
DECREASED
Shares6,391 from 11,252
Change-4,861 (-43%)
Value$412.8K (-$99.4K)
Filed 2026-11-03
Sharper & Granite LLC
UNCHANGED
Shares6,330 from 6,330
Change0 (0%)
Value$334.0K (+$45.8K)
Filed 2026-11-02
Heritage Family Offices, LLP
UNCHANGED
Shares6,325 from 6,325
Change0 (0%)
Value$408.5K (+$120.6K)
Filed 2026-11-02
Northern Lights Advisors, Inc.
UNCHANGED
Shares6,240 from 6,240
Change0 (0%)
Value$403.0K (+$119.0K)
Filed 2026-10-21
American Capital Advisory, LLC
INCREASED
Shares6,180 from 6,170
Change+10 (+0%)
Value$399.2K (+$118.3K)
Filed 2026-10-28
Equita Financial Network, Inc.
UNCHANGED
Shares6,157 from 6,157
Change0 (0%)
Value$397.7K (+$117.4K)
Filed 2026-10-19
Sapient Capital LLC
UNCHANGED
Shares6,143 from 6,143
Change0 (0%)
Value$396.8K (+$117.1K)
Filed 2026-10-08
Americana Partners, LLC
UNCHANGED
Shares6,110 from 6,110
Change0 (0%)
Value$394.6K (+$116.5K)
Filed 2026-10-28
Parallel Advisors, LLC
DECREASED
Shares6,047 from 6,226
Change-179 (-3%)
Value$390.6K (+$107.2K)
Filed 2026-11-03
Joel Isaacson & Co., LLC
INCREASED
Shares6,015 from 4,608
Change+1,407 (+31%)
Value$388.5K (+$178.8K)
Filed 2026-11-05
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares6,006 from 6,671
Change-665 (-10%)
Value$387.9K (+$84.3K)
Filed 2026-10-14
Trust Co of Vermont
UNCHANGED
Shares5,985 from 5,985
Change0 (0%)
Value$386.6K (+$114.1K)
Filed 2026-10-21
Richards, Merrill & Peterson, Inc.
DECREASED
Shares5,920 from 6,570
Change-650 (-10%)
Value$382.4K (+$83.3K)
Filed 2026-10-19
Csenge Advisory Group
DECREASED
Shares5,860 from 6,308
Change-448 (-7%)
Value$378.5K (+$91.4K)
Filed 2026-11-04
Atria Investments, Inc
DECREASED
Shares5,845 from 8,492
Change-2,647 (-31%)
Value$377.5K (-$9.0K)
Filed 2026-10-15
Compagnie Lombard Odier SCmA
UNCHANGED
Shares5,800 from 5,800
Change0 (0%)
Value$374.6K (+$110.6K)
Filed 2026-11-04
IPG Investment Advisors LLC
UNCHANGED
Shares5,720 from 5,720
Change0 (0%)
Value$369.5K (+$109.1K)
Filed 2026-10-30
Hartmann Taylor Wealth Management, LLC
DECREASED
Shares5,655 from 11,155
Change-5,500 (-49%)
Value$365.3K (-$223.3K)
Filed 2026-10-14
Magnus Financial Group LLC
UNCHANGED
Shares5,638 from 5,638
Change0 (0%)
Value$364.2K (+$107.5K)
Filed 2026-10-21
Granville Capital, Inc.
UNCHANGED
Shares5,612 from 5,612
Change0 (0%)
Value$362.5K (+$107.0K)
Filed 2026-11-05
International Assets Investment Management, LLC
UNCHANGED
Shares5,560 from 5,560
Change0 (0%)
Value$363.8K (+$105.3K)
Filed 2026-11-02
Financial Insights, Inc.
NEW
Shares5,432
Change+5,432
Value$350.9K
Filed 2026-10-27
Koshinski Asset Management, Inc.
DECREASED
Shares5,405 from 6,070
Change-665 (-11%)
Value$349.1K (+$72.8K)
Filed 2026-10-29
Destiny Wealth Partners, LLC
UNCHANGED
Shares5,356 from 5,356
Change0 (0%)
Value$316.5K (+$55.5K)
Filed 2026-11-05
HRC Wealth Management, LLC
UNCHANGED
Shares5,293 from 5,293
Change0 (0%)
Value$341.9K (+$100.9K)
Filed 2026-10-16
Traynor Capital Management, Inc.
DECREASED
Shares5,289 from 5,489
Change-200 (-4%)
Value$341.6K (+$91.8K)
Filed 2026-10-29
Clear Creek Financial Management, LLC
DECREASED
Shares5,280 from 5,460
Change-180 (-3%)
Value$341.0K (+$92.5K)
Filed 2026-10-28
Capital Investment Advisory Services, LLC
DECREASED
Shares5,173 from 5,216
Change-43 (-1%)
Value$334.1K (+$96.7K)
Filed 2026-10-30
RMR Wealth Builders
DECREASED
Shares5,159 from 5,545
Change-386 (-7%)
Value$333.2K (+$80.8K)
Filed 2026-10-22
Northbridge Financial Group, LLC
INCREASED
Shares5,034 from 4,994
Change+40 (+1%)
Value$332.9K (+$105.6K)
Filed 2026-11-05
Ridgepath Capital Management LLC
UNCHANGED
Shares5,024 from 5,024
Change0 (0%)
Value$324.5K (+$95.8K)
Filed 2026-10-29
Blue Trust, Inc.
DECREASED
Shares5,003 from 18,235
Change-13,232 (-73%)
Value$323.1K (-$506.9K)
Filed 2026-10-15
Allworth Financial LP
INCREASED
Shares4,956 from 4,414
Change+542 (+12%)
Value$225.6K (+$24.7K)
Filed 2026-11-06
CMG Global Holdings, LLC
UNCHANGED
Shares4,950 from 4,950
Change0 (0%)
Value$319.7K (+$94.4K)
Filed 2026-10-14
TD Waterhouse Canada Inc.
DECREASED
Shares4,912 from 4,962
Change-50 (-1%)
Value$321.5K (+$90.7K)
Filed 2026-10-16
Equitable Trust Co
UNCHANGED
Shares4,809 from 4,809
Change0 (0%)
Value$310.6K (+$91.7K)
Filed 2026-10-13
Wealth Analytics Partners, LLC
UNCHANGED
Shares4,710 from 4,710
Change0 (0%)
Value$304.2K (+$68.6K)
Filed 2026-10-19
Sterling Investment Counsel, LLC
UNCHANGED
Shares4,665 from 4,665
Change0 (0%)
Value$301.3K (+$89.0K)
Filed 2026-10-19
Narus Financial Partners, LLC
DECREASED
Shares4,658 from 4,662
Change-4 (0%)
Value$300.9K (+$88.6K)
Filed 2026-10-19
Arlington Capital Management Inc
NEW
Shares4,635
Change+4,635
Value$299.4K
Filed 2026-10-30
Carret Asset Management, LLC
DECREASED
Shares4,606 from 5,451
Change-845 (-15%)
Value$297.5K (+$49.4K)
Filed 2026-11-04
Edge Wealth Management LLC
UNCHANGED
Shares4,538 from 4,538
Change0 (0%)
Value$293.9K (+$87.3K)
Filed 2026-10-13
Vima LLC
UNCHANGED
Shares4,477 from 4,477
Change0 (0%)
Value$289.2K (+$85.4K)
Filed 2026-10-23
Falcon Wealth Planning
NEW
Shares4,460
Change+4,460
Value$288.0K
Filed 2026-11-06
Tucker Asset Management LLC
NEW
Shares4,447
Change+4,447
Value$287.3K
Filed 2026-10-29
LMG Wealth Partners, LLC
NEW
Shares4,436
Change+4,436
Value$286.5K
Filed 2026-11-05
Retirement Planning Co of New England, Inc.
DECREASED
Shares4,302 from 4,770
Change-468 (-10%)
Value$264.7K (+$57.9K)
Filed 2026-10-15
Certuity, LLC
NEW
Shares4,235
Change+4,235
Value$273.5K
Filed 2026-11-02
Thrivent Financial for Lutherans
NEW
Shares4,216
Change+4,216
Value$272.0K
Filed 2026-11-05
Lighthouse Wealth Management Inc.
NEW
Shares4,192
Change+4,192
Value$270.8K
Filed 2026-10-13
Jeppson Wealth Management, LLC
NEW
Shares4,048
Change+4,048
Value$261.5K
Filed 2026-10-20
DeDora Capital, Inc.
NEW
Shares4,047
Change+4,047
Value$261.4K
Filed 2026-10-26
Level Financial Advisors
NEW
Shares4,041
Change+4,041
Value$261.0K
Filed 2026-10-13
Investmark Advisory Group LLC
NEW
Shares4,000
Change+4,000
Value$258.4K
Filed 2026-10-27
Rothwell Investment Advisors, LLC
NEW
Shares3,996
Change+3,996
Value$258.1K
Filed 2026-11-06
Cornerstone Wealth Group, LLC
NEW
Shares3,988
Change+3,988
Value$257.6K
Filed 2026-11-02
Triton Wealth Management, Pllc
DECREASED
Shares3,955 from 4,255
Change-300 (-7%)
Value$236.0K (+$30.8K)
Filed 2026-11-04
Private Advisory Group LLC
NEW
Shares3,833
Change+3,833
Value$247.6K
Filed 2026-11-06
E&G Advisors, LLC
NEW
Shares3,817
Change+3,817
Value$246.5K
Filed 2026-10-13
Old Mission Investment Co LLC
NEW
Shares3,817
Change+3,817
Value$246.6K
Filed 2026-10-22
BCS Wealth Management
NEW
Shares3,757
Change+3,757
Value$242.7K
Filed 2026-11-03
Trilogy Capital Inc.
NEW
Shares3,750
Change+3,750
Value$242.2K
Filed 2026-10-20
Carrera Capital Advisors
NEW
Shares3,735
Change+3,735
Value$241.2K
Filed 2026-11-03
Onyx Bridge Wealth Group LLC
NEW
Shares3,729
Change+3,729
Value$240.9K
Filed 2026-10-16
Correct Capital Wealth Management
NEW
Shares3,721
Change+3,721
Value$240.3K
Filed 2026-11-02
Three Magnolias Financial Advisors, LLC
NEW
Shares3,719
Change+3,719
Value$240.2K
Filed 2026-10-14
Rockland Trust Co
NEW
Shares3,700
Change+3,700
Value$239.0K
Filed 2026-10-05
Cornerstone Wealth Management, LLC
NEW
Shares3,675
Change+3,675
Value$237.4K
Filed 2026-11-04
Sentry LLC
NEW
Shares3,657
Change+3,657
Value$236.2K
Filed 2026-10-30
Meixler Investment Management, Ltd.
NEW
Shares3,649
Change+3,649
Value$235.7K
Filed 2026-11-03
Dudley Capital Management, LLC
NEW
Shares3,647
Change+3,647
Value$235.6K
Filed 2026-10-23
Thrive Wealth Management, LLC
NEW
Shares3,645
Change+3,645
Value$235.4K
Filed 2026-10-13
SP Asset Management LLC
NEW
Shares3,640
Change+3,640
Value$235.1K
Filed 2026-11-05
Matauro, LLC
NEW
Shares3,635
Change+3,635
Value$234.8K
Filed 2026-11-03
Able Wealth Management LLC
NEW
Shares3,539
Change+3,539
Value$234.4K
Filed 2026-10-13
Mainstream Capital Management LLC
NEW
Shares3,518
Change+3,518
Value$227.2K
Filed 2026-10-23
Modera Wealth Management, LLC
NEW
Shares3,512
Change+3,512
Value$226.8K
Filed 2026-10-28
Oarsman Capital, Inc.
NEW
Shares3,503
Change+3,503
Value$226.3K
Filed 2026-11-05
Verdence Capital Advisors LLC
NEW
Shares3,464
Change+3,464
Value$223.7K
Filed 2026-10-26
Fell Capital Management
NEW
Shares3,390
Change+3,390
Value$219.0K
Filed 2026-10-09
Trek Financial, LLC
NEW
Shares3,388
Change+3,388
Value$218.8K
Filed 2026-10-29
Nfsg Corp
UNCHANGED
Shares3,382 from 3,382
Change0 (0%)
Value$218.4K (+$64.5K)
Filed 2026-10-15
Advisor OS, LLC
DECREASED
Shares3,326 from 4,651
Change-1,325 (-28%)
Value$214.8K (+$3.1K)
Filed 2026-11-03
Sanders Morris Harris LLC
NEW
Shares3,285
Change+3,285
Value$213.2K
Filed 2026-10-14
HBW Advisory Services LLC
NEW
Shares3,285
Change+3,285
Value$212.2K
Filed 2026-10-15
Opal Wealth Advisors, LLC
NEW
Shares3,285
Change+3,285
Value$212.2K
Filed 2026-10-16
Parkside Financial Bank & Trust
UNCHANGED
Shares3,284 from 3,284
Change0 (0%)
Value$212.1K (+$62.6K)
Filed 2026-10-27
apricus wealth, LLC
NEW
Shares3,268
Change+3,268
Value$211.1K
Filed 2026-10-26
Acorn Financial Advisory Services Inc
NEW
Shares3,264
Change+3,264
Value$210.8K
Filed 2026-11-02
Avantax Planning Partners, Inc.
NEW
Shares3,223
Change+3,223
Value$208.2K
Filed 2026-11-03
Artesa Financial Group, LLC
NEW
Shares3,200
Change+3,200
Value$206.7K
Filed 2026-10-29
Mindset Wealth Management, LLC
NEW
Shares3,200
Change+3,200
Value$206.7K
Filed 2026-10-19
TrueWealth Advisors, LLC
NEW
Shares3,185
Change+3,185
Value$205.7K
Filed 2026-10-09
Flynn Zito Capital Management, LLC
NEW
Shares3,182
Change+3,182
Value$205.5K
Filed 2026-11-04
Central Trust Co
DECREASED
Shares3,159 from 3,204
Change-45 (-1%)
Value$204.0K (+$58.2K)
Filed 2026-11-05
Smallwood Wealth Investment Management, LLC
DECREASED
Shares3,154 from 3,854
Change-700 (-18%)
Value$203.7K (+$28.3K)
Filed 2026-10-30
New Wave Wealth Advisors LLC
NEW
Shares3,139
Change+3,139
Value$201.7K
Filed 2026-10-19
Crestwood Advisors Group, LLC
NEW
Shares3,134
Change+3,134
Value$202.4K
Filed 2026-10-27
Secure Asset Management, LLC
DECREASED
Shares3,130 from 6,437
Change-3,307 (-51%)
Value$202.2K (-$90.8K)
Filed 2026-10-19
Ashton Thomas Private Wealth, LLC
NEW
Shares3,112
Change+3,112
Value$201.0K
Filed 2026-11-03
Blue Fin Capital, Inc.
NEW
Shares3,107
Change+3,107
Value$200.7K
Filed 2026-10-28
Fifth Third Bancorp
UNCHANGED
Shares3,072 from 3,072
Change0 (0%)
Value$198.4K (+$58.6K)
Filed 2026-11-05
North Star Investment Management Corp.
UNCHANGED
Shares2,839 from 2,839
Change0 (0%)
Value$183.4K (+$54.1K)
Filed 2026-10-27
Mcdonald Partners LLC
UNCHANGED
Shares2,707 from 2,707
Change0 (0%)
Value$174.8K (+$51.6K)
Filed 2026-11-03
Kelleher Financial Advisors
DECREASED
Shares2,324 from 16,362
Change-14,038 (-86%)
Value$150.1K (-$594.7K)
Filed 2026-10-30
Compass Financial Management LLC
UNCHANGED
Shares2,290 from 2,290
Change0 (0%)
Value$147.9K (+$34.0K)
Filed 2026-10-30
Brown, Lisle Ings, Inc.
UNCHANGED
Shares2,195 from 2,195
Change0 (0%)
Value$141.8K (+$41.9K)
Filed 2026-10-16
Highline Wealth Partners LLC
UNCHANGED
Shares2,168 from 2,168
Change0 (0%)
Value$140.0K (+$41.3K)
Filed 2026-10-19
UMB Bank, n.a.
UNCHANGED
Shares2,145 from 2,145
Change0 (0%)
Value$138.5K (+$40.9K)
Filed 2026-11-06
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares2,097 from 2,097
Change0 (0%)
Value$135.4K (+$40.0K)
Filed 2026-10-26
Fairscale Capital, LLC
UNCHANGED
Shares2,003 from 2,003
Change0 (0%)
Value$118.4K (+$27.2K)
Filed 2026-11-04
Montag A & Associates Inc
DECREASED
Shares1,949 from 5,065
Change-3,116 (-62%)
Value$125.9K (-$104.7K)
Filed 2026-10-29
Tsfg, LLC
DECREASED
Shares1,884 from 24,592
Change-22,708 (-92%)
Value$122.0K (-$997.0K)
Filed 2026-10-23
Belvedere Trading LLC
NEW
Shares1,870
Change+1,870
Value$120.8K
Filed 2026-11-05
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares1,835 from 1,835
Change0 (0%)
Value$118.5K (+$35.0K)
Filed 2026-11-03
Bullock Wealth Management Group
INCREASED
Shares1,659 from 1,642
Change+17 (+1%)
Value$108.6K (+$32.2K)
Filed 2026-10-09
CX Institutional
NEW
Shares1,625
Change+1,625
Value$105
Filed 2026-10-02
Pathway Financial Advisers, LLC
NEW
Shares1,597
Change+1,597
Value$103.2K
Filed 2026-10-27
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares1,512 from 1,512
Change0 (0%)
Value$97.7K (+$28.8K)
Filed 2026-10-27
Yankcom Partnership
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$90.4K (+$26.7K)
Filed 2026-10-15
POM Investment Strategies, LLC
UNCHANGED
Shares1,225 from 1,225
Change0 (0%)
Value$79.1K (+$23.4K)
Filed 2026-10-20
Investment Research & Advisory Group, Inc.
DECREASED
Shares1,190 from 1,274
Change-84 (-7%)
Value$71.0K (+$17.2K)
Filed 2026-10-19
Tompkins Financial Corp
UNCHANGED
Shares1,141 from 1,141
Change0 (0%)
Value$73.7K (+$21.8K)
Filed 2026-10-05
Planning Strategies Inc.
UNCHANGED
Shares1,125 from 1,125
Change0 (0%)
Value$72.7K (+$21.5K)
Filed 2026-10-02
Plante Moran Financial Advisors, LLC
DECREASED
Shares1,070 from 1,418
Change-348 (-25%)
Value$69.1K (+$4.6K)
Filed 2026-11-04
MTM Investment Management, LLC
UNCHANGED
Shares1,049 from 1,049
Change0 (0%)
Value$67.8K (+$20.0K)
Filed 2026-10-30
CoreCap Advisors, LLC
DECREASED
Shares1,031 from 1,194
Change-163 (-14%)
Value$66.6K (+$12.2K)
Filed 2026-10-08
Atwood & Palmer Inc
UNCHANGED
Shares986 from 986
Change0 (0%)
Value$63.7K (+$18.8K)
Filed 2026-10-08
Arlington Trust Co LLC
UNCHANGED
Shares904 from 904
Change0 (0%)
Value$58.4K (+$17.2K)
Filed 2026-10-20
Wilkerson Advisory Group LLC
DECREASED
Shares865 from 946
Change-81 (-9%)
Value$55.9K (+$12.8K)
Filed 2026-10-20
Trust Co
UNCHANGED
Shares776 from 776
Change0 (0%)
Value$50.1K (+$14.8K)
Filed 2026-10-09
Essential Partners LLC
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$48.4K (+$14.3K)
Filed 2026-10-14
Golden State Wealth Management, LLC
UNCHANGED
Shares746 from 746
Change0 (0%)
Value$48.2K (+$14.2K)
Filed 2026-11-02
Triumph Capital Management
UNCHANGED
Shares737 from 737
Change0 (0%)
Value$47.6K (+$14.1K)
Filed 2026-10-14
Wolff Wiese Magana LLC
UNCHANGED
Shares723 from 723
Change0 (0%)
Value$46.7K (+$13.8K)
Filed 2026-10-15
Redwood Park Advisors LLC
UNCHANGED
Shares710 from 710
Change0 (0%)
Value$45.9K (+$13.5K)
Filed 2026-11-02
Jacobi Capital Management LLC
NEW
Shares705
Change+705
Value$45.5K
Filed 2026-11-05
Ascentis Wealth Management, LLC
UNCHANGED
Shares678 from 678
Change0 (0%)
Value$43.8K (+$12.9K)
Filed 2026-11-03
Avion Wealth
UNCHANGED
Shares676 from 676
Change0 (0%)
Value$43 (+$13)
Filed 2026-11-04
Bokf, NA
UNCHANGED
Shares675 from 675
Change0 (0%)
Value$43.6K (+$12.9K)
Filed 2026-10-27
Creative Financial Designs Inc
UNCHANGED
Shares657 from 657
Change0 (0%)
Value$42.4K (+$12.5K)
Filed 2026-11-04
Bear Mountain Capital, Inc.
INCREASED
Shares648 from 645
Change+3 (+0%)
Value$40.8K (+$8.5K)
Filed 2026-11-04
Hurley Capital, LLC
UNCHANGED
Shares517 from 517
Change0 (0%)
Value$33.4K (+$9.9K)
Filed 2026-11-05
Noble Wealth Management PBC
UNCHANGED
Shares503 from 503
Change0 (0%)
Value$32.5K (+$9.6K)
Filed 2026-10-01
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares502 from 502
Change0 (0%)
Value$32.4K (+$9.6K)
Filed 2026-10-23
Jnba Financial Advisors
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$32.3K (+$9.5K)
Filed 2026-11-03
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$32.3K (+$9.5K)
Filed 2026-10-16
Root Financial Partners, LLC
NEW
Shares477
Change+477
Value$30.8K
Filed 2026-10-21
RHL Group, LLC
DECREASED
Shares460 from 468
Change-8 (-2%)
Value$29.7K (+$8.2K)
Filed 2026-11-04
Toth Financial Advisory Corp
INCREASED
Shares453 from 450
Change+3 (+1%)
Value$29.3K (+$8.8K)
Filed 2026-10-08
Holos Integrated Wealth LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$25.3K (+$5.5K)
Filed 2026-10-23
Strengthening Families & Communities, LLC
UNCHANGED
Shares361 from 361
Change0 (0%)
Value$23.3K (+$6.9K)
Filed 2026-10-21
Birch Financial Group, LLC
NEW
Shares360
Change+360
Value$23.3K
Filed 2026-10-27
JFS Wealth Advisors, LLC
UNCHANGED
Shares359 from 359
Change0 (0%)
Value$23.2K (+$6.8K)
Filed 2026-11-03
Financial Perspectives, Inc
UNCHANGED
Shares353 from 353
Change0 (0%)
Value$22.8K (+$6.7K)
Filed 2026-11-03
Harbor Investment Advisory, LLC
UNCHANGED
Shares353 from 353
Change0 (0%)
Value$22.8K (+$6.7K)
Filed 2026-10-13
High Note Wealth, LLC
UNCHANGED
Shares327 from 327
Change0 (0%)
Value$21.1K (+$6.2K)
Filed 2026-10-27
Lodestone Wealth Management LLC
UNCHANGED
Shares308 from 308
Change0 (0%)
Value$19.9K (+$5.9K)
Filed 2026-10-14
Oakworth Capital, Inc.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$19.4K (+$5.4K)
Filed 2026-10-26
PFS Partners, LLC
UNCHANGED
Shares292 from 292
Change0 (0%)
Value$18.9K (+$5.6K)
Filed 2026-10-21
Pacific Center for Financial Services
UNCHANGED
Shares280 from 280
Change0 (0%)
Value$18.1K (+$5.3K)
Filed 2026-10-15
Financially Speaking Inc
UNCHANGED
Shares275 from 275
Change0 (0%)
Value$17.8K (+$3.3K)
Filed 2026-11-05
Activest Wealth Management
UNCHANGED
Shares270 from 270
Change0 (0%)
Value$17.4K (+$5.1K)
Filed 2026-10-15
Tradewinds Capital Management, LLC
UNCHANGED
Shares269 from 269
Change0 (0%)
Value$17.4K (+$5.1K)
Filed 2026-10-23
Latitude Advisors, LLC
NEW
Shares250
Change+250
Value$16.1K
Filed 2026-10-27
Barrett & Company, Inc.
INCREASED
Shares243 from 100
Change+143 (+143%)
Value$15.7K (+$11.1K)
Filed 2026-10-22
Signature Resources Capital Management, LLC
DECREASED
Shares236 from 250
Change-14 (-6%)
Value$15.2K (+$3.9K)
Filed 2026-10-16
Carolina Wealth Advisors, LLC
UNCHANGED
Shares235 from 235
Change0 (0%)
Value$15.2K (+$4.5K)
Filed 2026-10-23
Nvwm, LLC
UNCHANGED
Shares228 from 228
Change0 (0%)
Value$14.7K (+$4.3K)
Filed 2026-10-14
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares227 from 477
Change-250 (-52%)
Value$14.7K (-$7.1K)
Filed 2026-10-05
Quest 10 Wealth Builders, Inc.
DECREASED
Shares225 from 229
Change-4 (-2%)
Value$14.5K (+$4.1K)
Filed 2026-11-02
Key Capital Management, Inc
UNCHANGED
Shares212 from 212
Change0 (0%)
Value$13.7K (+$4.0K)
Filed 2026-11-03
GHP Investment Advisors, Inc.
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$13.6K (+$4.0K)
Filed 2026-10-15
Westside Investment Management, Inc.
UNCHANGED
Shares205 from 205
Change0 (0%)
Value$13.2K (+$3.9K)
Filed 2026-11-02
Cape Investment Advisory, Inc.
UNCHANGED
Shares192 from 192
Change0 (0%)
Value$12.4K (+$3.7K)
Filed 2026-10-13
Kozak & Associates, Inc.
UNCHANGED
Shares182 from 182
Change0 (0%)
Value$11.5K (+$3.0K)
Filed 2026-10-29
IFS Advisors, LLC
NEW
Shares163
Change+163
Value$10.5K
Filed 2026-10-14
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$10.3K (+$3.1K)
Filed 2026-10-20
Versant Capital Management, Inc
UNCHANGED
Shares151 from 151
Change0 (0%)
Value$9.8K (+$2.9K)
Filed 2026-10-02
William Mack & Associates, Inc.
NEW
Shares150
Change+150
Value$9.7K
Filed 2026-10-27
Quaker Wealth Management, LLC
UNCHANGED
Shares149 from 149
Change0 (0%)
Value$9.6K (+$2.8K)
Filed 2026-10-22
Boyd Watterson Asset Management LLC
UNCHANGED
Shares144 from 144
Change0 (0%)
Value$9.3K (+$2.7K)
Filed 2026-11-06
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares129 from 129
Change0 (0%)
Value$8.3K (+$2.5K)
Filed 2026-10-27
Abound Wealth Management
UNCHANGED
Shares122 from 122
Change0 (0%)
Value$7.9K (+$2.3K)
Filed 2026-10-26
Valley National Advisers Inc
UNCHANGED
Shares121 from 121
Change0 (0%)
Value$7.8K (+$2.3K)
Filed 2026-10-23
First Community Trust NA
NEW
Shares118
Change+118
Value$7.6K
Filed 2026-10-07
Cherry Tree Wealth Management, LLC
DECREASED
Shares115 from 206
Change-91 (-44%)
Value$7.4K (-$2.0K)
Filed 2026-10-15
Armstrong Advisory Group, Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$6.5K (+$1.9K)
Filed 2026-10-09
City Holding Co
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$6.5K (+$1.9K)
Filed 2026-10-19
Hoey Investments, Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$6.5K (+$1.9K)
Filed 2026-10-29
American National Bank & Trust
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$5.6K (+$1.6K)
Filed 2026-10-07
Clayton Financial Group LLC
NEW
Shares80
Change+80
Value$5.2K
Filed 2026-10-13
Rydar Equities, Inc.
NEW
Shares75
Change+75
Value$4.8K
Filed 2026-10-13
First United Bank & Trust
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$4.5K (+$1.3K)
Filed 2026-10-22
Assetmark, Inc
DECREASED
Shares69 from 914
Change-845 (-92%)
Value$4.5K (-$37.1K)
Filed 2026-10-21
Pittenger & Anderson Inc
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$4.2K (+$1.2K)
Filed 2026-11-02
Gen-Wealth Partners Inc
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$3.9K (+$1.1K)
Filed 2026-11-04
Thompson Investment Management, Inc.
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$3.9K (+$1.1K)
Filed 2026-10-14
Nemes Rush Group LLC
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$3.4K (+$992)
Filed 2026-11-04
Lynch Investment Planning, LLC
NEW
Shares50
Change+50
Value$3.2K
Filed 2026-10-27
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$3.2K (+$954)
Filed 2026-10-16
Financial Consulate, Inc
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$2.6K (+$763)
Filed 2026-10-23
GK Wealth Management LLC
NEW
Shares37
Change+37
Value$2.4K
Filed 2026-10-09
Simplex Trading, LLC
DECREASED
Shares30 from 2,746
Change-2,716 (-99%)
Value$1.9K (-$123.1K)
Filed 2026-11-04
Balance Wealth Partners LLC
NEW
Shares27
Change+27
Value$1.7K
Filed 2026-10-27
Hager Investment Management Services, LLC
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$1.7K (+$515)
Filed 2026-11-04
Princeton Global Asset Management LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$1.6K (+$477)
Filed 2026-10-21
Coastline Trust Co
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$1.4K (+$420)
Filed 2026-10-01
WPG Advisers, LLC
NEW
Shares17
Change+17
Value$1.1K
Filed 2026-10-27
Chilton Capital Management LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$711 (+$210)
Filed 2026-10-28
Albion Financial Group
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$646 (+$190)
Filed 2026-10-21
QTR Family Wealth, LLC
CLOSED
Shares0 from 32,600
Change-32,600 (-100%)
Value$0 (-$1.5M)
Filed 2026-11-02
Citizens Financial Group Inc
CLOSED
Shares0 from 14,227
Change-14,227 (-100%)
Value$0 (-$647.6K)
Filed 2026-10-23
Gables Capital Management Inc.
CLOSED
Shares0 from 10,085
Change-10,085 (-100%)
Value$0 (-$459.1K)
Filed 2026-11-04
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 6,325
Change-6,325 (-100%)
Value$0 (-$287.9K)
Filed 2026-10-27
Zega Investments, LLC
CLOSED
Shares0 from 5,000
Change-5,000 (-100%)
Value$0 (-$227.6K)
Filed 2026-11-04
Affinity Capital Advisors, LLC
CLOSED
Shares0 from 4,305
Change-4,305 (-100%)
Value$0 (-$212.7K)
Filed 2026-10-13
Gill Capital Partners, LLC
CLOSED
Shares0 from 1,750
Change-1,750 (-100%)
Value$0 (-$79.7K)
Filed 2026-10-13
Salem Investment Counselors Inc
CLOSED
Shares0 from 1,648
Change-1,648 (-100%)
Value$0 (-$75.0K)
Filed 2026-10-13
AdvisorNet Financial, Inc
CLOSED
Shares0 from 983
Change-983 (-100%)
Value$0 (-$44.7K)
Filed 2026-10-15
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 936
Change-936 (-100%)
Value$0 (-$42.6K)
Filed 2026-10-29
Go Invest LLC
CLOSED
Shares0 from 866
Change-866 (-100%)
Value$0 (-$39.4K)
Filed 2026-10-09
Cornerstone Planning Group LLC
CLOSED
Shares0 from 778
Change-778 (-100%)
Value$0 (-$39.7K)
Filed 2026-10-16
Evolution Wealth Management Inc.
CLOSED
Shares0 from 314
Change-314 (-100%)
Value$0 (-$14.3K)
Filed 2026-10-28
LifeSteps Financial, Inc.
CLOSED
Shares0 from 296
Change-296 (-100%)
Value$0 (-$13.5K)
Filed 2026-10-15
MCF Advisors LLC
CLOSED
Shares0 from 292
Change-292 (-100%)
Value$0 (-$13.3K)
Filed 2026-10-28
Obsidian CIO, LLC
CLOSED
Shares0 from 175
Change-175 (-100%)
Value$0 (-$8.0K)
Filed 2026-11-05
Axiom Investment Management LLC
CLOSED
Shares0 from 170
Change-170 (-100%)
Value$0 (-$7.7K)
Filed 2026-11-03
Friedenthal Financial
CLOSED
Shares0 from 33
Change-33 (-100%)
Value$0 (-$1.5K)
Filed 2026-10-27
Illumine Investment Management, LLC
UNCHANGED
Shares0 from 0
Change0
Value$1.7M (+$499.9K)
Filed 2026-10-22
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$1.3M (+$277.9K)
Filed 2026-10-29
Horizon Kinetics Asset Management LLC
N/A
Shares— from 12,139,990
Change-12,139,990 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 602,864
Change-602,864 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 360,930
Change-360,930 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 340,363
Change-340,363 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 314,985
Change-314,985 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 278,538
Change-278,538 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 265,593
Change-265,593 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 259,750
Change-259,750 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 231,216
Change-231,216 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 193,414
Change-193,414 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 190,971
Change-190,971 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 164,245
Change-164,245 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 150,000
Change-150,000 (-100%)
Value—
Lakewood Capital Management, LP
N/A
Shares— from 123,500
Change-123,500 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 121,134
Change-121,134 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 117,609
Change-117,609 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 111,292
Change-111,292 (-100%)
Value—
Blair William & Co
N/A
Shares— from 106,864
Change-106,864 (-100%)
Value—
Iconiq Capital, LLC
N/A
Shares— from 101,575
Change-101,575 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 96,213
Change-96,213 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 94,987
Change-94,987 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 89,673
Change-89,673 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 78,170
Change-78,170 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 76,426
Change-76,426 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 76,284
Change-76,284 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 76,121
Change-76,121 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 75,857
Change-75,857 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 75,774
Change-75,774 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 72,892
Change-72,892 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 71,319
Change-71,319 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 69,663
Change-69,663 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 68,224
Change-68,224 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 64,322
Change-64,322 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 60,452
Change-60,452 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 59,355
Change-59,355 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 51,618
Change-51,618 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 50,416
Change-50,416 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 47,561
Change-47,561 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 47,488
Change-47,488 (-100%)
Value—
EFG International AG
N/A
Shares— from 43,550
Change-43,550 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 43,321
Change-43,321 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 39,929
Change-39,929 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 38,984
Change-38,984 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 38,462
Change-38,462 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 38,151
Change-38,151 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 36,489
Change-36,489 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 35,115
Change-35,115 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 34,815
Change-34,815 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 34,027
Change-34,027 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 32,673
Change-32,673 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 32,418
Change-32,418 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 32,107
Change-32,107 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 31,996
Change-31,996 (-100%)
Value—
PYA Waltman Capital, LLC
N/A
Shares— from 31,864
Change-31,864 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 29,008
Change-29,008 (-100%)
Value—
Sprott Inc.
N/A
Shares— from 28,974
Change-28,974 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 28,102
Change-28,102 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 27,290
Change-27,290 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 25,545
Change-25,545 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 25,318
Change-25,318 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 24,871
Change-24,871 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 24,643
Change-24,643 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 23,579
Change-23,579 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 22,922
Change-22,922 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 22,886
Change-22,886 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 22,772
Change-22,772 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 22,643
Change-22,643 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 22,542
Change-22,542 (-100%)
Value—
Nwam LLC
N/A
Shares— from 22,520
Change-22,520 (-100%)
Value—
Alamea Verwaltungs GmbH
N/A
Shares— from 22,446
Change-22,446 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 21,960
Change-21,960 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 21,682
Change-21,682 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 21,146
Change-21,146 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 20,835
Change-20,835 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 20,605
Change-20,605 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 19,599
Change-19,599 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 19,551
Change-19,551 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 19,550
Change-19,550 (-100%)
Value—
Stansberry Asset Management, LLC
N/A
Shares— from 18,806
Change-18,806 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 18,648
Change-18,648 (-100%)
Value—
OakTrust Wealth Advisors, LLC
N/A
Shares— from 18,627
Change-18,627 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 18,518
Change-18,518 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 18,227
Change-18,227 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 18,004
Change-18,004 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 17,318
Change-17,318 (-100%)
Value—
&partners
N/A
Shares— from 16,964
Change-16,964 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 16,442
Change-16,442 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 16,277
Change-16,277 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 15,721
Change-15,721 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 15,713
Change-15,713 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 15,432
Change-15,432 (-100%)
Value—
ACT Capital Management, LLC
N/A
Shares— from 15,400
Change-15,400 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 15,203
Change-15,203 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 14,531
Change-14,531 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 14,109
Change-14,109 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 13,738
Change-13,738 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 13,597
Change-13,597 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 13,504
Change-13,504 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 13,227
Change-13,227 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 13,143
Change-13,143 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 13,028
Change-13,028 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 12,986
Change-12,986 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 12,655
Change-12,655 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 12,609
Change-12,609 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 12,595
Change-12,595 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 12,389
Change-12,389 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 12,161
Change-12,161 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 12,125
Change-12,125 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 12,120
Change-12,120 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 11,956
Change-11,956 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 11,580
Change-11,580 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 11,460
Change-11,460 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 11,439
Change-11,439 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 11,223
Change-11,223 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 11,220
Change-11,220 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 10,997
Change-10,997 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 10,993
Change-10,993 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 10,910
Change-10,910 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 10,807
Change-10,807 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 10,556
Change-10,556 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 10,410
Change-10,410 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 10,182
Change-10,182 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 10,040
Change-10,040 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
FMR LLC
N/A
Shares— from 9,642
Change-9,642 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 9,569
Change-9,569 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 9,531
Change-9,531 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 9,344
Change-9,344 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 9,178
Change-9,178 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 8,831
Change-8,831 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 8,665
Change-8,665 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 8,467
Change-8,467 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 8,330
Change-8,330 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 8,167
Change-8,167 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 8,097
Change-8,097 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 7,765
Change-7,765 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 7,764
Change-7,764 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 7,590
Change-7,590 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 7,585
Change-7,585 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 7,461
Change-7,461 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 7,190
Change-7,190 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 7,156
Change-7,156 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 7,151
Change-7,151 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 6,972
Change-6,972 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 6,880
Change-6,880 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 6,823
Change-6,823 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 6,710
Change-6,710 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 6,523
Change-6,523 (-100%)
Value—
Riverview Capital Advisers, LLC
N/A
Shares— from 6,373
Change-6,373 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 6,348
Change-6,348 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 6,250
Change-6,250 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 6,205
Change-6,205 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 6,162
Change-6,162 (-100%)
Value—
Trevian Wealth Management LLC
N/A
Shares— from 6,115
Change-6,115 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 6,083
Change-6,083 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 6,064
Change-6,064 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 5,986
Change-5,986 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 5,959
Change-5,959 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 5,765
Change-5,765 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 5,741
Change-5,741 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 5,736
Change-5,736 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 5,662
Change-5,662 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 5,565
Change-5,565 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 5,543
Change-5,543 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 5,523
Change-5,523 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 5,390
Change-5,390 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 5,370
Change-5,370 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 5,370
Change-5,370 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 5,350
Change-5,350 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 5,337
Change-5,337 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 5,278
Change-5,278 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 5,255
Change-5,255 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 5,176
Change-5,176 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 5,124
Change-5,124 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 5,095
Change-5,095 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 5,058
Change-5,058 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 5,057
Change-5,057 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 5,050
Change-5,050 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 5,050
Change-5,050 (-100%)
Value—
Graybill Wealth Management, Ltd.
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 4,940
Change-4,940 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 4,830
Change-4,830 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 4,794
Change-4,794 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 4,777
Change-4,777 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 4,755
Change-4,755 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 4,718
Change-4,718 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 4,583
Change-4,583 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 4,569
Change-4,569 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 4,561
Change-4,561 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 4,504
Change-4,504 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 4,456
Change-4,456 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 4,429
Change-4,429 (-100%)
Value—
Blackhawk Capital Partners, LLC
N/A
Shares— from 4,424
Change-4,424 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 4,423
Change-4,423 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 4,411
Change-4,411 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 4,405
Change-4,405 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 3,560
Change-3,560 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 2,942
Change-2,942 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 2,914
Change-2,914 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,680
Change-2,680 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 2,670
Change-2,670 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 2,327
Change-2,327 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,304
Change-2,304 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 2,295
Change-2,295 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 2,210
Change-2,210 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 2,184
Change-2,184 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 2,129
Change-2,129 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,007
Change-2,007 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 1,896
Change-1,896 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 1,765
Change-1,765 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 1,752
Change-1,752 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 1,610
Change-1,610 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 1,512
Change-1,512 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 1,450
Change-1,450 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 1,444
Change-1,444 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 1,352
Change-1,352 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 1,183
Change-1,183 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 1,061
Change-1,061 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,006
Change-1,006 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 871
Change-871 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 833
Change-833 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 815
Change-815 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 800
Change-800 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 700
Change-700 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 677
Change-677 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 539
Change-539 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 480
Change-480 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 448
Change-448 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 440
Change-440 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 438
Change-438 (-100%)
Value—
Dixon Mitchell Investment Counsel Inc.
N/A
Shares— from 425
Change-425 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 415
Change-415 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 385
Change-385 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 361
Change-361 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 329
Change-329 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 327
Change-327 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 262
Change-262 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 251
Change-251 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 237
Change-237 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 224
Change-224 (-100%)
Value—
UBS Group AG
N/A
Shares— from 221
Change-221 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 220
Change-220 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 209
Change-209 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 192
Change-192 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 190
Change-190 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 160
Change-160 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 150
Change-150 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 145
Change-145 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 140
Change-140 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 120
Change-120 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 107
Change-107 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 100
Change-100 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 91
Change-91 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 87
Change-87 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 83
Change-83 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 66
Change-66 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 10
Change-10 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
LPL Financial LLC
DECREASED824,146876,469-52,323-6%$39.9M$53.2M+$13.3M2026-11-06
MAD River Investors
DECREASED355,444360,139-4,695-1%$16.4M$23.0M+$6.6M2026-10-27
EagleClaw Capital Managment, LLC
DECREASED344,184358,216-14,032-4%$16.3M$22.2M+$5.9M2026-11-06
Moors & Cabot, Inc.
INCREASED305,172303,753+1,419+0%$13.8M$19.7M+$5.9M2026-11-06
Kingswood Wealth Advisors, LLC
DECREASED275,448278,391-2,943-1%$12.7M$17.8M+$5.1M2026-10-23
Beaumont Financial Advisors, LLC
DECREASED242,947249,612-6,665-3%$11.4M$15.7M+$4.3M2026-10-22
Lido Advisors, LLC
INCREASED162,423138,522+23,901+17%$6.3M$10.5M+$4.2M2026-11-04
Atlas Wealth Partners, LLC
DECREASED139,312139,612-3000%$6.4M$9.0M+$2.6M2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED127,796244,528-116,732-48%$11.1M$8.3M-$2.9M2026-11-02
Sloy Dahl & Holst, LLC
DECREASED127,073131,538-4,465-3%$6.0M$8.2M+$2.2M2026-10-14
Commonwealth Equity Services, LLC
DECREASED117,017168,831-51,814-31%$7.7M$7.6M-$127.1K2026-11-02
SLT Holdings LLC
UNCHANGED116,930116,93000%$5.3M$7.6M+$2.2M2026-10-15
Creative Planning
DECREASED110,574131,082-20,508-16%$6.0M$7.1M+$1.2M2026-11-02
Once Capital Management, LLC
UNCHANGED107,700107,70000%$4.9M$7.0M+$2.1M2026-11-02
Larson Financial Group LLC
DECREASED106,448107,435-987-1%$4.9M$6.9M+$2.0M2026-11-05
Wealth Enhancement Advisory Services, LLC
DECREASED101,177113,584-12,407-11%$5.6M$6.4M+$756.1K2026-10-13
Kestra Advisory Services, LLC
INCREASED97,78194,966+2,815+3%$4.3M$6.3M+$2.0M2026-11-02
Birch Hill Investment Advisors LLC
DECREASED96,150102,850-6,700-7%$4.7M$6.2M+$1.5M2026-10-16
Traphagen Investment Advisors LLC
DECREASED82,91583,314-3990%$3.8M$5.4M+$1.6M2026-10-14
Claro Advisors Inc.
DECREASED82,24682,836-590-1%$3.8M$5.3M+$1.5M2026-11-02
Citrine Capital LLC
UNCHANGED75,95275,95200%$3.5M$4.9M+$1.4M2026-10-14
Farther Finance Advisors, LLC
INCREASED75,04773,582+1,465+2%$3.3M$4.8M+$1.5M2026-10-08
Haven Private, LLC
DECREASED71,93672,261-3250%$3.3M$4.6M+$1.4M2026-10-27
Variant Private Wealth, LLC
UNCHANGED71,51871,51800%$3.3M$4.6M+$1.4M2026-10-21
Guild Investment Management, Inc.
INCREASED68,17367,630+543+1%$3.1M$4.4M+$1.3M2026-11-03
WealthCare Asset Management, LLC
DECREASED67,29695,422-28,126-29%$4.3M$4.3M+$3.0K2026-10-26
Pekin Hardy Strauss, Inc.
DECREASED56,77456,924-1500%$2.6M$3.7M+$1.1M2026-11-02
Legacy Wealth Asset Management, LLC
DECREASED54,39555,149-754-1%$2.5M$3.5M+$1.0M2026-10-09
Convergence Financial, LLC
DECREASED51,267102,534-51,267-50%$4.7M$3.3M-$1.4M2026-10-27
Kestra Private Wealth Services, LLC
DECREASED49,74750,732-985-2%$2.3M$3.2M+$903.8K2026-11-06
NTV Asset Management LLC
DECREASED47,24648,278-1,032-2%$2.2M$3.1M+$854.0K2026-10-23
Merit Financial Group, LLC
DECREASED44,21944,855-636-1%$2.0M$2.9M+$814.3K2026-11-06
Verde Capital Management
DECREASED43,98744,951-964-2%$2.0M$2.8M+$795.0K2026-10-28
Independent Financial Group, LLC
DECREASED43,77448,253-4,479-9%$2.2M$2.8M+$630.9K2026-10-13
PNC Financial Services Group, Inc.
DECREASED41,87842,358-480-1%$1.9M$2.7M+$776.8K2026-11-06
Innovative Advisory Group, LLC
DECREASED41,72042,627-907-2%$1.9M$2.7M+$754.3K2026-10-13
Fagan Associates, Inc.
DECREASED40,80641,822-1,016-2%$1.9M$2.6M+$731.9K2026-10-13
Brookstone Capital Management
DECREASED40,61155,085-14,474-26%$2.5M$2.6M+$115.6K2026-10-22
Prosperity Financial Group, Inc.
UNCHANGED38,40038,40000%$1.7M$2.5M+$732.3K2026-10-29
State of Michigan Retirement System
UNCHANGED37,41837,41800%$1.7M$2.4M+$713.6K2026-10-27
TigerOak Management, L.L.C.
DECREASED36,00036,131-1310%$1.6M$2.3M+$680.6K2026-10-23
Sowell Financial Services LLC
INCREASED35,61334,320+1,293+4%$1.6M$2.3M+$738.0K2026-10-23
WealthPlan Investment Management, LLC
DECREASED33,99035,076-1,086-3%$1.6M$2.2M+$598.8K2026-10-15
MGO One Seven LLC
DECREASED33,53333,764-231-1%$1.5M$2.2M+$629.0K2026-10-28
Compass Ion Advisors, LLC
UNCHANGED33,18833,18800%$1.5M$2.1M+$632.9K2026-10-23
Cyndeo Wealth Partners, LLC
DECREASED32,62135,130-2,509-7%$1.6M$2.1M+$507.9K2026-10-16
McKinley Carter Wealth Services, Inc.
DECREASED31,86432,107-243-1%$1.5M$2.1M+$596.6K2026-10-16
Visionary Wealth Advisors
INCREASED31,69431,691+3+0%$1.4M$2.0M+$604.5K2026-11-04
Truist Financial Corp
INCREASED31,57831,137+441+1%$1.4M$2.0M+$622.2K2026-10-30
US Bancorp \de\
DECREASED31,14733,921-2,774-8%$1.5M$2.0M+$467.7K2026-11-05
Mcrae Capital Management Inc
UNCHANGED30,94030,94000%$1.4M$2.0M+$590.0K2026-10-15
Interchange Capital Partners, LLC
INCREASED30,05529,930+125+0%$1.4M$1.9M+$578.8K2026-10-28
Lanark Financial, Inc.
DECREASED29,27029,620-350-1%$1.3M$1.9M+$542.2K2026-10-26
Professional Financial Advisors, LLC
DECREASED27,31928,390-1,071-4%$1.3M$1.8M+$472.2K2026-10-13
Diligent Investors, LLC
DECREASED27,24627,371-1250%$1.2M$1.8M+$513.9K2026-10-21
Canton Hathaway, LLC
UNCHANGED27,20027,20000%$1.2M$1.8M+$518.7K2026-10-23
Concurrent Investment Advisors, LLC
INCREASED27,04412,820+14,224+111%$583.6K$1.7M+$1.2M2026-10-16
Moneco Advisors, LLC
DECREASED25,83929,485-3,646-12%$1.3M$1.7M+$326.8K2026-11-05
Integras Partners LLC
INCREASED25,06424,512+552+2%$1.1M$1.6M+$503.1K2026-10-30
Fortem Financial Group, LLC
UNCHANGED24,65724,65700%$1.1M$1.6M+$470.2K2026-10-20
Wedbush Securities Inc
UNCHANGED24,59424,59400%$1.1M$1.6M+$469.0K2026-10-22
Abacus Planning Group, Inc.
UNCHANGED23,73823,73800%$1.1M$1.5M+$452.7K2026-11-02
SteelPeak Wealth, LLC
INCREASED23,07121,516+1,555+7%$979.4K$1.5M+$510.7K2026-10-16
Pilgrim Partners Asia Pte Ltd
UNCHANGED22,70022,70000%$1.0M$1.5M+$432.9K2026-10-29
15 Wealth Advisors LLC
NEW22,458—+22,458——$1.5M—2026-10-14
Choreo, LLC
INCREASED22,33322,121+212+1%$1.0M$1.4M+$435.5K2026-10-28
Certior Financial Group, LLC
DECREASED22,03726,973-4,936-18%$1.2M$1.4M+$195.6K2026-10-19
Aurora Private Wealth, Inc.
UNCHANGED22,00522,00500%$1.0M$1.4M+$419.0K2026-10-20
Meridian Wealth Management, LLC
INCREASED21,87721,845+32+0%$994.4K$1.4M+$418.7K2026-11-05
Quadcap Wealth Management, LLC
UNCHANGED21,65321,65300%$985.6K$1.4M+$412.9K2026-11-02
CRA Financial Services, LLC
DECREASED21,44522,056-611-3%$1.0M$1.4M+$381.1K2026-10-16
True Private Wealth Advisors
DECREASED21,44222,162-720-3%$1.0M$1.4M+$376.2K2026-10-19
Finer Wealth Management, Inc.
DECREASED21,07721,771-694-3%$991.0K$1.4M+$370.3K2026-10-16
Financial Management Professionals, Inc.
DECREASED20,56221,917-1,355-6%$997.7K$1.3M+$330.4K2026-10-23
Grimes & Co Wealth Management, LLC
DECREASED20,47020,621-151-1%$938.7K$1.3M+$383.5K2026-10-29
HUB Investment Partners, LLC
INCREASED19,87618,728+1,148+6%$852.5K$1.3M+$431.3K2026-11-03
B. Riley Wealth Advisors, Inc.
INCREASED19,3416,165+13,176+214%$288.3K$1.2M+$960.9K2026-10-13
Spire Wealth Management
DECREASED19,24319,945-702-4%$907.9K$1.2M+$335.0K2026-10-30
Almanack Investment Partners, Llc.
UNCHANGED19,08619,08600%$868.8K$1.2M+$364.0K2026-11-03
Ascentis Independent Advisors
NEW18,940—+18,940——$1.2M—2026-11-03
Upper Left Wealth Management, LLC
DECREASED18,93719,261-324-2%$876.8K$1.2M+$346.4K2026-10-14
Soltis Investment Advisors LLC
DECREASED18,23518,266-310%$831.5K$1.2M+$346.3K2026-10-28
HCR Wealth Advisors
DECREASED17,92918,379-450-2%$836.6K$1.2M+$321.4K2026-10-15
Joseph P. Lucia & Associates, LLC
DECREASED17,73517,945-210-1%$816.9K$1.1M+$328.6K2026-10-30
Clearstead Advisors, LLC
UNCHANGED17,68817,68800%$805.2K$1.1M+$337.3K2026-11-06
Clearwater Capital Advisors, LLC
DECREASED16,99817,173-175-1%$781.7K$1.1M+$316.2K2026-11-06
Milestone Asset Management Group, LLC
UNCHANGED16,89416,89400%$769.0K$1.1M+$322.2K2026-10-20
Prospera Financial Services Inc
DECREASED16,83316,851-180%$767.1K$995.2K+$228.1K2026-11-04
Childress Capital Advisors, LLC
UNCHANGED15,61415,61400%$710.7K$1.0M+$297.8K2026-10-28
Quadrant Private Wealth Management, LLC
NEW15,597—+15,597——$1.0M—2026-11-04
Schneider Downs Wealth Management Advisors, LP
INCREASED15,42914,429+1,000+7%$656.8K$996.6K+$339.8K2026-10-27
ACT Capital Partners, L.P.
NEW15,400—+15,400——$994.7K—2026-11-06
Perigon Wealth Management, LLC
DECREASED15,26215,392-130-1%$700.6K$985.8K+$285.1K2026-10-22
VestGen Advisors, LLC
DECREASED14,56915,849-1,280-8%$721.4K$941.0K+$219.6K2026-10-27
Integrated Advisors Network LLC
INCREASED14,2147,543+6,671+88%$343.4K$918.1K+$574.7K2026-10-20
Regions Financial Corp
UNCHANGED14,05214,05200%$639.6K$907.6K+$268.0K2026-11-05
Mills Wealth Advisors LLC
UNCHANGED14,01814,01800%$638.1K$905.4K+$267.3K2026-10-22
SeaCrest Wealth Management, LLC
INCREASED13,9207,255+6,665+92%$330.2K$899.1K+$568.8K2026-10-21
SevenBridge Financial Group, LLC
UNCHANGED13,82613,82600%$695.4K$880.7K+$185.3K2026-10-26
Aries Wealth Management
UNCHANGED13,72013,72000%$624.5K$886.2K+$261.6K2026-10-23
Midwest Trust Co
DECREASED13,55414,207-653-5%$646.7K$875.5K+$228.8K2026-10-22
Cherrydale Wealth Management, LLC
UNCHANGED13,53113,53100%$615.9K$874.0K+$258.0K2026-10-20
Wealthcare Advisory Partners LLC
INCREASED13,34913,244+105+1%$602.9K$862.2K+$259.3K2026-10-21
Malaga Cove Capital, LLC
DECREASED13,25513,385-130-1%$609.3K$856.1K+$246.9K2026-10-23
Todd Wealth Management, LLC
DECREASED13,21713,462-245-2%$612.8K$853.7K+$240.9K2026-10-19
NavPoint Financial, Inc.
UNCHANGED13,20013,20000%$600.9K$852.6K+$251.7K2026-10-21
Ballast Financial Advisors LLC
DECREASED13,17617,761-4,585-26%$808.5K$851.0K+$42.6K2026-10-26
Curran Financial Partners, LLC
DECREASED13,05313,069-160%$594.9K$843.1K+$248.2K2026-11-04
Embree Financial Group
DECREASED12,92212,957-350%$589.8K$834.6K+$244.8K2026-10-22
Chicago Partners Investment Group LLC
INCREASED12,86712,832+35+0%$644.0K$806.2K+$162.2K2026-10-27
Wealth Alliance Advisory Group, LLC
UNCHANGED12,74412,74400%$580.1K$823.1K+$243.0K2026-10-14
Epiq Partners, LLC
DECREASED12,72315,123-2,400-16%$688.4K$821.8K+$133.4K2026-10-07
Integrity Alliance, Llc.
INCREASED12,69212,159+533+4%$553.5K$819.8K+$266.3K2026-10-29
Savant Capital, LLC
INCREASED11,9988,281+3,717+45%$379.8K$775.0K+$395.2K2026-11-06
Capstone Capital Management Ltd
NEW11,858—+11,858——$765.9K—2026-10-21
Plancorp, LLC
INCREASED11,84411,629+215+2%$560.8K$700.2K+$139.5K2026-11-03
Deltec Asset Management LLC
UNCHANGED11,75011,75000%$534.9K$758.9K+$224.1K2026-10-26
Philadelphia Trust Co
UNCHANGED11,62011,62000%$529.0K$751.0K+$222.0K2026-11-05
Howland Capital Management LLC
UNCHANGED11,60011,60000%$528.0K$749.2K+$221.2K2026-10-22
PKS Advisory Services, LLC
UNCHANGED11,48811,48800%$522.9K$522.9K$02026-10-26
National Wealth Management Group, LLC
INCREASED11,4269,992+1,434+14%$454.8K$738.0K+$283.2K2026-10-26
HFG Wealth Management, LLC
UNCHANGED11,32011,32000%$515.3K$515.3K$02026-10-16
Rossby Financial, LCC
INCREASED10,9785+10,973+219460%$228$709.1K+$708.8K2026-11-05
Pinnacle Associates LTD
UNCHANGED10,92610,92600%$497.4K$705.7K+$208.4K2026-10-20
EverSource Wealth Advisors, LLC
INCREASED10,9229,911+1,011+10%$451.1K$705.5K+$254.3K2026-11-04
Earned Wealth Advisors, LLC
UNCHANGED10,89410,89400%$495.9K$703.6K+$207.7K2026-11-06
Mesirow Financial Investment Management, Inc.
DECREASED10,87810,934-56-1%$497.7K$702.6K+$204.9K2026-11-05
Private Capital Advisors, Inc.
DECREASED10,79813,998-3,200-23%$637.2K$697.4K+$60.3K2026-10-06
Vista Finance, LLC
INCREASED10,5727,632+2,940+39%$347.4K$682.9K+$335.4K2026-10-23
Formidable Asset Management, LLC
UNCHANGED10,50010,50000%$554.0K$478.0K-$76.0K2026-11-03
Prime Capital Investment Advisors, LLC
INCREASED10,47910,229+250+2%$465.6K$676.8K+$211.2K2026-10-20
Axxcess Wealth Management, LLC
DECREASED10,46512,597-2,132-17%$573.4K$675.9K+$102.5K2026-10-21
Spectrum Planning & Advisory Services Inc.
UNCHANGED10,24910,24900%$466.5K$662.0K+$195.4K2026-11-05
Keystone Global Partners, LLC
UNCHANGED10,14710,14700%$461.9K$655.4K+$193.5K2026-10-13
Vise Technologies, Inc.
NEW10,022—+10,022——$647.3K—2026-10-29
SJS Investment Consulting Inc.
UNCHANGED9,9469,94600%$452.7K$642.4K+$189.7K2026-10-26
Roman Butler Fullerton & Co
INCREASED9,9288,996+932+10%$433.8K$626.9K+$193.1K2026-10-27
Signaturefd, LLC
UNCHANGED9,9229,92200%$451.6K$640.9K+$189.2K2026-10-23
Sage Investment Advisers LLC
UNCHANGED9,9009,90000%$450.6K$639.4K+$188.8K2026-10-21
Transce3nd, LLC
NEW9,808—+9,808——$639.7K—2026-10-26
Wilmington Savings Fund Society, FSB
UNCHANGED9,7509,75000%$443.8K$629.8K+$185.9K2026-10-23
Montz Harcus Wealth Management LLC
UNCHANGED9,7419,74100%$443.4K$629.2K+$185.8K2026-10-09
Stephen J. Garry & Associates, LLC
DECREASED9,61510,116-501-5%$460.5K$621.0K+$160.6K2026-11-05
United Advisor Group, LLC
DECREASED9,5059,530-250%$433.8K$613.9K+$180.1K2026-11-03
Fiduciary Financial Group, LLC
UNCHANGED9,4219,42100%$428.8K$608.5K+$179.7K2026-10-13
Insight Advisors, LLC/ PA
UNCHANGED9,3979,39700%$427.8K$607.0K+$179.2K2026-10-22
Garde Capital, Inc.
INCREASED9,1125,912+3,200+54%$269.1K$588.5K+$319.4K2026-10-29
J.W. Cole Advisors, Inc.
DECREASED8,9529,802-850-9%$446.2K$578.2K+$132.0K2026-11-05
StoneX Group Inc.
NEW8,893—+8,893——$527.6K—2026-11-03
Horrell Capital Management, Inc.
INCREASED8,8678,567+300+4%$390.0K$572.7K+$182.8K2026-10-08
Apella Capital, LLC
INCREASED8,7568,681+75+1%$429.4K$563.8K+$134.4K2026-10-08
Benchmark Financial Wealth Advisors, LLC
NEW8,749—+8,749——$565.1K—2026-10-20
Kathmere Capital Management, LLC
UNCHANGED8,5398,53900%$388.7K$551.5K+$162.8K2026-10-20
AlphaCore Capital LLC
INCREASED8,4565,716+2,740+48%$260.2K$546.2K+$286.0K2026-11-04
Mission Wealth Management, LP
DECREASED8,2939,793-1,500-15%$445.8K$535.6K+$89.9K2026-10-15
Taylor & Morgan Wealth Management, LLC
UNCHANGED8,2748,27400%$376.6K$534.4K+$157.8K2026-10-09
Madden Securities Corp
DECREASED8,2258,385-160-2%$381.7K$531.3K+$149.6K2026-10-27
Evergreen Capital Management LLC
UNCHANGED8,2258,22500%$374.4K$531.3K+$156.9K2026-10-23
Global Assets Advisory, LLC
DECREASED8,0538,065-120%$376.0K$531.1K+$155.1K2026-10-28
Revolve Wealth Partners, LLC
UNCHANGED7,9937,99300%$363.8K$516.3K+$152.4K2026-10-23
Ritholtz Wealth Management
UNCHANGED7,9847,98400%$363.4K$515.7K+$152.3K2026-11-05
Cypress Wealth Services, LLC
UNCHANGED7,7627,76200%$353.3K$513.4K+$160.1K2026-10-21
Bison Wealth, LLC
UNCHANGED7,7407,74000%$382.4K$494.7K+$112.4K2026-10-13
Williams Jones Wealth Management, Llc.
UNCHANGED7,7057,70500%$350.7K$497.7K+$146.9K2026-11-05
IFP Advisors, Inc
INCREASED7,5816,286+1,295+21%$286.1K$489.7K+$203.5K2026-10-16
Partners Wealth Management, LLC
NEW7,500—+7,500——$484.4K—2026-10-28
Pettinga Financial Advisors LLC
INCREASED7,3997,189+210+3%$327.2K$477.9K+$150.7K2026-10-13
Avior Wealth Management, LLC
INCREASED7,3546,476+878+14%$294.8K$475.0K+$180.2K2026-10-13
Verity Asset Management, Inc.
UNCHANGED7,2667,26600%$330.7K$469.3K+$138.6K2026-10-30
Money Concepts Capital Corp
INCREASED7,1556,485+670+10%$295.2K$462.1K+$166.9K2026-11-06
Doliver Advisors, LP
DECREASED7,1398,944-1,805-20%$407.1K$461.1K+$54.0K2026-10-01
HBK Sorce Advisory LLC
DECREASED7,1127,387-275-4%$370.7K$417.3K+$46.5K2026-11-06
Brighton Jones LLC
INCREASED6,9816,949+32+0%$316.3K$450.9K+$134.6K2026-11-03
International Private Wealth Advisors LLC
UNCHANGED6,9506,95000%$316.3K$448.9K+$132.5K2026-11-05
RVW Wealth, LLC
UNCHANGED6,8726,87200%$312.8K$443.9K+$131.0K2026-10-06
Dynamic Advisor Solutions LLC
INCREASED6,7716,570+201+3%$299.1K$437.3K+$138.3K2026-10-13
PUREfi Wealth, LLC
DECREASED6,6776,945-268-4%$316.1K$431.3K+$115.1K2026-10-19
Valeo Financial Advisors, LLC
DECREASED6,6736,700-270%$305.0K$431.0K+$126.0K2026-10-08
Channel Wealth LLC
UNCHANGED6,6486,64800%$302.6K$429.4K+$126.8K2026-11-06
Foundation Wealth Management, LLC
UNCHANGED6,6476,64700%$302.6K$429.3K+$126.8K2026-10-22
M Holdings Securities, Inc.
NEW6,523—+6,523——$401—2026-11-03
Sage Financial Group Inc
NEW6,439—+6,439——$415.9K—2026-10-27
Stephenson & Company, Inc.
UNCHANGED6,4006,40000%$291.3K$413.4K+$122.0K2026-10-30
Evolution Wealth Advisors, LLC
DECREASED6,39111,252-4,861-43%$512.2K$412.8K-$99.4K2026-11-03
Sharper & Granite LLC
UNCHANGED6,3306,33000%$288.1K$334.0K+$45.8K2026-11-02
Heritage Family Offices, LLP
UNCHANGED6,3256,32500%$287.9K$408.5K+$120.6K2026-11-02
Northern Lights Advisors, Inc.
UNCHANGED6,2406,24000%$284.0K$403.0K+$119.0K2026-10-21
American Capital Advisory, LLC
INCREASED6,1806,170+10+0%$280.9K$399.2K+$118.3K2026-10-28
Equita Financial Network, Inc.
UNCHANGED6,1576,15700%$280.3K$397.7K+$117.4K2026-10-19
Sapient Capital LLC
UNCHANGED6,1436,14300%$279.6K$396.8K+$117.1K2026-10-08
Americana Partners, LLC
UNCHANGED6,1106,11000%$278.1K$394.6K+$116.5K2026-10-28
Parallel Advisors, LLC
DECREASED6,0476,226-179-3%$283.4K$390.6K+$107.2K2026-11-03
Joel Isaacson & Co., LLC
INCREASED6,0154,608+1,407+31%$209.8K$388.5K+$178.8K2026-11-05
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED6,0066,671-665-10%$303.7K$387.9K+$84.3K2026-10-14
Trust Co of Vermont
UNCHANGED5,9855,98500%$272.4K$386.6K+$114.1K2026-10-21
Richards, Merrill & Peterson, Inc.
DECREASED5,9206,570-650-10%$299.1K$382.4K+$83.3K2026-10-19
Csenge Advisory Group
DECREASED5,8606,308-448-7%$287.1K$378.5K+$91.4K2026-11-04
Atria Investments, Inc
DECREASED5,8458,492-2,647-31%$386.6K$377.5K-$9.0K2026-10-15
Compagnie Lombard Odier SCmA
UNCHANGED5,8005,80000%$264.0K$374.6K+$110.6K2026-11-04
IPG Investment Advisors LLC
UNCHANGED5,7205,72000%$260.4K$369.5K+$109.1K2026-10-30
Hartmann Taylor Wealth Management, LLC
DECREASED5,65511,155-5,500-49%$588.5K$365.3K-$223.3K2026-10-14
Magnus Financial Group LLC
UNCHANGED5,6385,63800%$256.6K$364.2K+$107.5K2026-10-21
Granville Capital, Inc.
UNCHANGED5,6125,61200%$255.5K$362.5K+$107.0K2026-11-05
International Assets Investment Management, LLC
UNCHANGED5,5605,56000%$258.5K$363.8K+$105.3K2026-11-02
Financial Insights, Inc.
NEW5,432—+5,432——$350.9K—2026-10-27
Koshinski Asset Management, Inc.
DECREASED5,4056,070-665-11%$276.3K$349.1K+$72.8K2026-10-29
Destiny Wealth Partners, LLC
UNCHANGED5,3565,35600%$261.0K$316.5K+$55.5K2026-11-05
HRC Wealth Management, LLC
UNCHANGED5,2935,29300%$240.9K$341.9K+$100.9K2026-10-16
Traynor Capital Management, Inc.
DECREASED5,2895,489-200-4%$249.9K$341.6K+$91.8K2026-10-29
Clear Creek Financial Management, LLC
DECREASED5,2805,460-180-3%$248.5K$341.0K+$92.5K2026-10-28
Capital Investment Advisory Services, LLC
DECREASED5,1735,216-43-1%$237.4K$334.1K+$96.7K2026-10-30
RMR Wealth Builders
DECREASED5,1595,545-386-7%$252.4K$333.2K+$80.8K2026-10-22
Northbridge Financial Group, LLC
INCREASED5,0344,994+40+1%$227.3K$332.9K+$105.6K2026-11-05
Ridgepath Capital Management LLC
UNCHANGED5,0245,02400%$228.7K$324.5K+$95.8K2026-10-29
Blue Trust, Inc.
DECREASED5,00318,235-13,232-73%$830.1K$323.1K-$506.9K2026-10-15
Allworth Financial LP
INCREASED4,9564,414+542+12%$200.9K$225.6K+$24.7K2026-11-06
CMG Global Holdings, LLC
UNCHANGED4,9504,95000%$225.3K$319.7K+$94.4K2026-10-14
TD Waterhouse Canada Inc.
DECREASED4,9124,962-50-1%$230.8K$321.5K+$90.7K2026-10-16
Equitable Trust Co
UNCHANGED4,8094,80900%$218.9K$310.6K+$91.7K2026-10-13
Wealth Analytics Partners, LLC
UNCHANGED4,7104,71000%$235.6K$304.2K+$68.6K2026-10-19
Sterling Investment Counsel, LLC
UNCHANGED4,6654,66500%$212.4K$301.3K+$89.0K2026-10-19
Narus Financial Partners, LLC
DECREASED4,6584,662-40%$212.2K$300.9K+$88.6K2026-10-19
Arlington Capital Management Inc
NEW4,635—+4,635——$299.4K—2026-10-30
Carret Asset Management, LLC
DECREASED4,6065,451-845-15%$248.1K$297.5K+$49.4K2026-11-04
Edge Wealth Management LLC
UNCHANGED4,5384,53800%$206.6K$293.9K+$87.3K2026-10-13
Vima LLC
UNCHANGED4,4774,47700%$203.8K$289.2K+$85.4K2026-10-23
Falcon Wealth Planning
NEW4,460—+4,460——$288.0K—2026-11-06
Tucker Asset Management LLC
NEW4,447—+4,447——$287.3K—2026-10-29
LMG Wealth Partners, LLC
NEW4,436—+4,436——$286.5K—2026-11-05
Retirement Planning Co of New England, Inc.
DECREASED4,3024,770-468-10%$206.9K$264.7K+$57.9K2026-10-15
Certuity, LLC
NEW4,235—+4,235——$273.5K—2026-11-02
Thrivent Financial for Lutherans
NEW4,216—+4,216——$272.0K—2026-11-05
Lighthouse Wealth Management Inc.
NEW4,192—+4,192——$270.8K—2026-10-13
Jeppson Wealth Management, LLC
NEW4,048—+4,048——$261.5K—2026-10-20
DeDora Capital, Inc.
NEW4,047—+4,047——$261.4K—2026-10-26
Level Financial Advisors
NEW4,041—+4,041——$261.0K—2026-10-13
Investmark Advisory Group LLC
NEW4,000—+4,000——$258.4K—2026-10-27
Rothwell Investment Advisors, LLC
NEW3,996—+3,996——$258.1K—2026-11-06
Cornerstone Wealth Group, LLC
NEW3,988—+3,988——$257.6K—2026-11-02
Triton Wealth Management, Pllc
DECREASED3,9554,255-300-7%$205.3K$236.0K+$30.8K2026-11-04
Private Advisory Group LLC
NEW3,833—+3,833——$247.6K—2026-11-06
E&G Advisors, LLC
NEW3,817—+3,817——$246.5K—2026-10-13
Old Mission Investment Co LLC
NEW3,817—+3,817——$246.6K—2026-10-22
BCS Wealth Management
NEW3,757—+3,757——$242.7K—2026-11-03
Trilogy Capital Inc.
NEW3,750—+3,750——$242.2K—2026-10-20
Carrera Capital Advisors
NEW3,735—+3,735——$241.2K—2026-11-03
Onyx Bridge Wealth Group LLC
NEW3,729—+3,729——$240.9K—2026-10-16
Correct Capital Wealth Management
NEW3,721—+3,721——$240.3K—2026-11-02
Three Magnolias Financial Advisors, LLC
NEW3,719—+3,719——$240.2K—2026-10-14
Rockland Trust Co
NEW3,700—+3,700——$239.0K—2026-10-05
Cornerstone Wealth Management, LLC
NEW3,675—+3,675——$237.4K—2026-11-04
Sentry LLC
NEW3,657—+3,657——$236.2K—2026-10-30
Meixler Investment Management, Ltd.
NEW3,649—+3,649——$235.7K—2026-11-03
Dudley Capital Management, LLC
NEW3,647—+3,647——$235.6K—2026-10-23
Thrive Wealth Management, LLC
NEW3,645—+3,645——$235.4K—2026-10-13
SP Asset Management LLC
NEW3,640—+3,640——$235.1K—2026-11-05
Matauro, LLC
NEW3,635—+3,635——$234.8K—2026-11-03
Able Wealth Management LLC
NEW3,539—+3,539——$234.4K—2026-10-13
Mainstream Capital Management LLC
NEW3,518—+3,518——$227.2K—2026-10-23
Modera Wealth Management, LLC
NEW3,512—+3,512——$226.8K—2026-10-28
Oarsman Capital, Inc.
NEW3,503—+3,503——$226.3K—2026-11-05
Verdence Capital Advisors LLC
NEW3,464—+3,464——$223.7K—2026-10-26
Fell Capital Management
NEW3,390—+3,390——$219.0K—2026-10-09
Trek Financial, LLC
NEW3,388—+3,388——$218.8K—2026-10-29
Nfsg Corp
UNCHANGED3,3823,38200%$153.9K$218.4K+$64.5K2026-10-15
Advisor OS, LLC
DECREASED3,3264,651-1,325-28%$211.7K$214.8K+$3.1K2026-11-03
Sanders Morris Harris LLC
NEW3,285—+3,285——$213.2K—2026-10-14
HBW Advisory Services LLC
NEW3,285—+3,285——$212.2K—2026-10-15
Opal Wealth Advisors, LLC
NEW3,285—+3,285——$212.2K—2026-10-16
Parkside Financial Bank & Trust
UNCHANGED3,2843,28400%$149.5K$212.1K+$62.6K2026-10-27
apricus wealth, LLC
NEW3,268—+3,268——$211.1K—2026-10-26
Acorn Financial Advisory Services Inc
NEW3,264—+3,264——$210.8K—2026-11-02
Avantax Planning Partners, Inc.
NEW3,223—+3,223——$208.2K—2026-11-03
Artesa Financial Group, LLC
NEW3,200—+3,200——$206.7K—2026-10-29
Mindset Wealth Management, LLC
NEW3,200—+3,200——$206.7K—2026-10-19
TrueWealth Advisors, LLC
NEW3,185—+3,185——$205.7K—2026-10-09
Flynn Zito Capital Management, LLC
NEW3,182—+3,182——$205.5K—2026-11-04
Central Trust Co
DECREASED3,1593,204-45-1%$145.8K$204.0K+$58.2K2026-11-05
Smallwood Wealth Investment Management, LLC
DECREASED3,1543,854-700-18%$175.4K$203.7K+$28.3K2026-10-30
New Wave Wealth Advisors LLC
NEW3,139—+3,139——$201.7K—2026-10-19
Crestwood Advisors Group, LLC
NEW3,134—+3,134——$202.4K—2026-10-27
Secure Asset Management, LLC
DECREASED3,1306,437-3,307-51%$293.0K$202.2K-$90.8K2026-10-19
Ashton Thomas Private Wealth, LLC
NEW3,112—+3,112——$201.0K—2026-11-03
Blue Fin Capital, Inc.
NEW3,107—+3,107——$200.7K—2026-10-28
Fifth Third Bancorp
UNCHANGED3,0723,07200%$139.8K$198.4K+$58.6K2026-11-05
North Star Investment Management Corp.
UNCHANGED2,8392,83900%$129.2K$183.4K+$54.1K2026-10-27
Mcdonald Partners LLC
UNCHANGED2,7072,70700%$123.2K$174.8K+$51.6K2026-11-03
Kelleher Financial Advisors
DECREASED2,32416,362-14,038-86%$744.8K$150.1K-$594.7K2026-10-30
Compass Financial Management LLC
UNCHANGED2,2902,29000%$113.9K$147.9K+$34.0K2026-10-30
Brown, Lisle Ings, Inc.
UNCHANGED2,1952,19500%$99.9K$141.8K+$41.9K2026-10-16
Highline Wealth Partners LLC
UNCHANGED2,1682,16800%$98.7K$140.0K+$41.3K2026-10-19
UMB Bank, n.a.
UNCHANGED2,1452,14500%$97.6K$138.5K+$40.9K2026-11-06
Glass Jacobson Investment Advisors llc
UNCHANGED2,0972,09700%$95.5K$135.4K+$40.0K2026-10-26
Fairscale Capital, LLC
UNCHANGED2,0032,00300%$91.2K$118.4K+$27.2K2026-11-04
Montag A & Associates Inc
DECREASED1,9495,065-3,116-62%$230.6K$125.9K-$104.7K2026-10-29
Tsfg, LLC
DECREASED1,88424,592-22,708-92%$1.1M$122.0K-$997.0K2026-10-23
Belvedere Trading LLC
NEW1,870—+1,870——$120.8K—2026-11-05
LFA - Lugano Financial Advisors SA
UNCHANGED1,8351,83500%$83.5K$118.5K+$35.0K2026-11-03
Bullock Wealth Management Group
INCREASED1,6591,642+17+1%$76.4K$108.6K+$32.2K2026-10-09
CX Institutional
NEW1,625—+1,625——$105—2026-10-02
Pathway Financial Advisers, LLC
NEW1,597—+1,597——$103.2K—2026-10-27
Pinnacle Wealth Planning Services, Inc.
UNCHANGED1,5121,51200%$68.8K$97.7K+$28.8K2026-10-27
Yankcom Partnership
UNCHANGED1,4001,40000%$63.7K$90.4K+$26.7K2026-10-15
POM Investment Strategies, LLC
UNCHANGED1,2251,22500%$55.8K$79.1K+$23.4K2026-10-20
Investment Research & Advisory Group, Inc.
DECREASED1,1901,274-84-7%$53.8K$71.0K+$17.2K2026-10-19
Tompkins Financial Corp
UNCHANGED1,1411,14100%$51.9K$73.7K+$21.8K2026-10-05
Planning Strategies Inc.
UNCHANGED1,1251,12500%$51.2K$72.7K+$21.5K2026-10-02
Plante Moran Financial Advisors, LLC
DECREASED1,0701,418-348-25%$64.5K$69.1K+$4.6K2026-11-04
MTM Investment Management, LLC
UNCHANGED1,0491,04900%$47.8K$67.8K+$20.0K2026-10-30
CoreCap Advisors, LLC
DECREASED1,0311,194-163-14%$54.4K$66.6K+$12.2K2026-10-08
Atwood & Palmer Inc
UNCHANGED98698600%$44.9K$63.7K+$18.8K2026-10-08
Arlington Trust Co LLC
UNCHANGED90490400%$41.2K$58.4K+$17.2K2026-10-20
Wilkerson Advisory Group LLC
DECREASED865946-81-9%$43.1K$55.9K+$12.8K2026-10-20
Trust Co
UNCHANGED77677600%$35.3K$50.1K+$14.8K2026-10-09
Essential Partners LLC
UNCHANGED75075000%$34.1K$48.4K+$14.3K2026-10-14
Golden State Wealth Management, LLC
UNCHANGED74674600%$34.0K$48.2K+$14.2K2026-11-02
Triumph Capital Management
UNCHANGED73773700%$33.5K$47.6K+$14.1K2026-10-14
Wolff Wiese Magana LLC
UNCHANGED72372300%$32.9K$46.7K+$13.8K2026-10-15
Redwood Park Advisors LLC
UNCHANGED71071000%$32.3K$45.9K+$13.5K2026-11-02
Jacobi Capital Management LLC
NEW705—+705——$45.5K—2026-11-05
Ascentis Wealth Management, LLC
UNCHANGED67867800%$30.9K$43.8K+$12.9K2026-11-03
Avion Wealth
UNCHANGED67667600%$30$43+$132026-11-04
Bokf, NA
UNCHANGED67567500%$30.7K$43.6K+$12.9K2026-10-27
Creative Financial Designs Inc
UNCHANGED65765700%$29.9K$42.4K+$12.5K2026-11-04
Bear Mountain Capital, Inc.
INCREASED648645+3+0%$32.3K$40.8K+$8.5K2026-11-04
Hurley Capital, LLC
UNCHANGED51751700%$23.5K$33.4K+$9.9K2026-11-05
Noble Wealth Management PBC
UNCHANGED50350300%$22.9K$32.5K+$9.6K2026-10-01
Dhjj Financial Advisors, Ltd.
UNCHANGED50250200%$22.9K$32.4K+$9.6K2026-10-23
Jnba Financial Advisors
UNCHANGED50050000%$22.8K$32.3K+$9.5K2026-11-03
Pension & Wealth Management Advisors, Inc.
UNCHANGED50050000%$22.8K$32.3K+$9.5K2026-10-16
Root Financial Partners, LLC
NEW477—+477——$30.8K—2026-10-21
RHL Group, LLC
DECREASED460468-8-2%$21.5K$29.7K+$8.2K2026-11-04
Toth Financial Advisory Corp
INCREASED453450+3+1%$20.5K$29.3K+$8.8K2026-10-08
Holos Integrated Wealth LLC
UNCHANGED40040000%$19.8K$25.3K+$5.5K2026-10-23
Strengthening Families & Communities, LLC
UNCHANGED36136100%$16.4K$23.3K+$6.9K2026-10-21
Birch Financial Group, LLC
NEW360—+360——$23.3K—2026-10-27
JFS Wealth Advisors, LLC
UNCHANGED35935900%$16.3K$23.2K+$6.8K2026-11-03
Financial Perspectives, Inc
UNCHANGED35335300%$16.1K$22.8K+$6.7K2026-11-03
Harbor Investment Advisory, LLC
UNCHANGED35335300%$16.1K$22.8K+$6.7K2026-10-13
High Note Wealth, LLC
UNCHANGED32732700%$14.9K$21.1K+$6.2K2026-10-27
Lodestone Wealth Management LLC
UNCHANGED30830800%$14.0K$19.9K+$5.9K2026-10-14
Oakworth Capital, Inc.
UNCHANGED30030000%$14.0K$19.4K+$5.4K2026-10-26
PFS Partners, LLC
UNCHANGED29229200%$13.3K$18.9K+$5.6K2026-10-21
Pacific Center for Financial Services
UNCHANGED28028000%$12.7K$18.1K+$5.3K2026-10-15
Financially Speaking Inc
UNCHANGED27527500%$14.5K$17.8K+$3.3K2026-11-05
Activest Wealth Management
UNCHANGED27027000%$12.3K$17.4K+$5.1K2026-10-15
Tradewinds Capital Management, LLC
UNCHANGED26926900%$12.2K$17.4K+$5.1K2026-10-23
Latitude Advisors, LLC
NEW250—+250——$16.1K—2026-10-27
Barrett & Company, Inc.
INCREASED243100+143+143%$4.6K$15.7K+$11.1K2026-10-22
Signature Resources Capital Management, LLC
DECREASED236250-14-6%$11.4K$15.2K+$3.9K2026-10-16
Carolina Wealth Advisors, LLC
UNCHANGED23523500%$10.7K$15.2K+$4.5K2026-10-23
Nvwm, LLC
UNCHANGED22822800%$10.4K$14.7K+$4.3K2026-10-14
MassMutual Private Wealth & Trust, FSB
DECREASED227477-250-52%$21.7K$14.7K-$7.1K2026-10-05
Quest 10 Wealth Builders, Inc.
DECREASED225229-4-2%$10.4K$14.5K+$4.1K2026-11-02
Key Capital Management, Inc
UNCHANGED21221200%$9.7K$13.7K+$4.0K2026-11-03
GHP Investment Advisors, Inc.
UNCHANGED21021000%$9.6K$13.6K+$4.0K2026-10-15
Westside Investment Management, Inc.
UNCHANGED20520500%$9.3K$13.2K+$3.9K2026-11-02
Cape Investment Advisory, Inc.
UNCHANGED19219200%$8.7K$12.4K+$3.7K2026-10-13
Kozak & Associates, Inc.
UNCHANGED18218200%$8.5K$11.5K+$3.0K2026-10-29
IFS Advisors, LLC
NEW163—+163——$10.5K—2026-10-14
Atlantic Edge Private Wealth Management, LLC
UNCHANGED16016000%$7.3K$10.3K+$3.1K2026-10-20
Versant Capital Management, Inc
UNCHANGED15115100%$6.9K$9.8K+$2.9K2026-10-02
William Mack & Associates, Inc.
NEW150—+150——$9.7K—2026-10-27
Quaker Wealth Management, LLC
UNCHANGED14914900%$6.8K$9.6K+$2.8K2026-10-22
Boyd Watterson Asset Management LLC
UNCHANGED14414400%$6.6K$9.3K+$2.7K2026-11-06
Comprehensive Financial Planning, Inc.
UNCHANGED12912900%$5.9K$8.3K+$2.5K2026-10-27
Abound Wealth Management
UNCHANGED12212200%$5.6K$7.9K+$2.3K2026-10-26
Valley National Advisers Inc
UNCHANGED12112100%$5.5K$7.8K+$2.3K2026-10-23
First Community Trust NA
NEW118—+118——$7.6K—2026-10-07
Cherry Tree Wealth Management, LLC
DECREASED115206-91-44%$9.4K$7.4K-$2.0K2026-10-15
Armstrong Advisory Group, Inc
UNCHANGED10010000%$4.6K$6.5K+$1.9K2026-10-09
City Holding Co
UNCHANGED10010000%$4.6K$6.5K+$1.9K2026-10-19
Hoey Investments, Inc
UNCHANGED10010000%$4.6K$6.5K+$1.9K2026-10-29
American National Bank & Trust
UNCHANGED868600%$3.9K$5.6K+$1.6K2026-10-07
Clayton Financial Group LLC
NEW80—+80——$5.2K—2026-10-13
Rydar Equities, Inc.
NEW75—+75——$4.8K—2026-10-13
First United Bank & Trust
UNCHANGED707000%$3.2K$4.5K+$1.3K2026-10-22
Assetmark, Inc
DECREASED69914-845-92%$41.6K$4.5K-$37.1K2026-10-21
Pittenger & Anderson Inc
UNCHANGED656500%$3.0K$4.2K+$1.2K2026-11-02
Gen-Wealth Partners Inc
UNCHANGED606000%$2.7K$3.9K+$1.1K2026-11-04
Thompson Investment Management, Inc.
UNCHANGED606000%$2.7K$3.9K+$1.1K2026-10-14
Nemes Rush Group LLC
UNCHANGED525200%$2.4K$3.4K+$9922026-11-04
Lynch Investment Planning, LLC
NEW50—+50——$3.2K—2026-10-27
DiNuzzo Private Wealth, Inc.
UNCHANGED505000%$2.3K$3.2K+$9542026-10-16
Financial Consulate, Inc
UNCHANGED404000%$1.8K$2.6K+$7632026-10-23
GK Wealth Management LLC
NEW37—+37——$2.4K—2026-10-09
Simplex Trading, LLC
DECREASED302,746-2,716-99%$125.0K$1.9K-$123.1K2026-11-04
Balance Wealth Partners LLC
NEW27—+27——$1.7K—2026-10-27
Hager Investment Management Services, LLC
UNCHANGED272700%$1.2K$1.7K+$5152026-11-04
Princeton Global Asset Management LLC
UNCHANGED252500%$1.1K$1.6K+$4772026-10-21
Coastline Trust Co
UNCHANGED222200%$1.0K$1.4K+$4202026-10-01
WPG Advisers, LLC
NEW17—+17——$1.1K—2026-10-27
Chilton Capital Management LLC
UNCHANGED111100%$501$711+$2102026-10-28
Albion Financial Group
UNCHANGED101000%$456$646+$1902026-10-21
QTR Family Wealth, LLC
CLOSED032,600-32,600-100%$1.5M$0-$1.5M2026-11-02
Citizens Financial Group Inc
CLOSED014,227-14,227-100%$647.6K$0-$647.6K2026-10-23
Gables Capital Management Inc.
CLOSED010,085-10,085-100%$459.1K$0-$459.1K2026-11-04
Pacific Excel Wealth Advisors, Inc.
CLOSED06,325-6,325-100%$287.9K$0-$287.9K2026-10-27
Zega Investments, LLC
CLOSED05,000-5,000-100%$227.6K$0-$227.6K2026-11-04
Affinity Capital Advisors, LLC
CLOSED04,305-4,305-100%$212.7K$0-$212.7K2026-10-13
Gill Capital Partners, LLC
CLOSED01,750-1,750-100%$79.7K$0-$79.7K2026-10-13
Salem Investment Counselors Inc
CLOSED01,648-1,648-100%$75.0K$0-$75.0K2026-10-13
AdvisorNet Financial, Inc
CLOSED0983-983-100%$44.7K$0-$44.7K2026-10-15
Spectrum Wealth Advisory Group, LLC
CLOSED0936-936-100%$42.6K$0-$42.6K2026-10-29
Go Invest LLC
CLOSED0866-866-100%$39.4K$0-$39.4K2026-10-09
Cornerstone Planning Group LLC
CLOSED0778-778-100%$39.7K$0-$39.7K2026-10-16
Evolution Wealth Management Inc.
CLOSED0314-314-100%$14.3K$0-$14.3K2026-10-28
LifeSteps Financial, Inc.
CLOSED0296-296-100%$13.5K$0-$13.5K2026-10-15
MCF Advisors LLC
CLOSED0292-292-100%$13.3K$0-$13.3K2026-10-28
Obsidian CIO, LLC
CLOSED0175-175-100%$8.0K$0-$8.0K2026-11-05
Axiom Investment Management LLC
CLOSED0170-170-100%$7.7K$0-$7.7K2026-11-03
Friedenthal Financial
CLOSED033-33-100%$1.5K$0-$1.5K2026-10-27
Illumine Investment Management, LLC
UNCHANGED000—$1.2M$1.7M+$499.9K2026-10-22
Prairie Wealth Advisors, Inc.
UNCHANGED000—$1.0M$1.3M+$277.9K2026-10-29
Horizon Kinetics Asset Management LLC
N/A—12,139,990-12,139,990-100%$552.6M———
HighTower Advisors, LLC
N/A—602,864-602,864-100%$27.4M———
Virtu Financial LLC
N/A—360,930-360,930-100%$16.4M———
Jane Street Group, LLC
N/A—340,363-340,363-100%$15.5M———
Citadel Advisors LLC
N/A—314,985-314,985-100%$14.3M———
Mariner, LLC
N/A—278,538-278,538-100%$12.7M———
Wealthfront Advisers LLC
N/A—265,593-265,593-100%$12.1M———
One Charles Private Wealth Services, LLC
N/A—259,750-259,750-100%$11.8M———
Cresset Asset Management, LLC
N/A—231,216-231,216-100%$10.5M———
Quadrature Capital Ltd
N/A—193,414-193,414-100%$8.8M———
Focus Partners Wealth
N/A—190,971-190,971-100%$8.7M———
Cetera Investment Advisers
N/A—164,245-164,245-100%$7.5M———
RBF Capital, LLC
N/A—150,000-150,000-100%$6.8M———
Lakewood Capital Management, LP
N/A—123,500-123,500-100%$5.6M———
Foundations Investment Advisors, LLC
N/A—121,134-121,134-100%$5.5M———
Pasadena Private Wealth, LLC
N/A—117,609-117,609-100%$5.4M———
Fielder Capital Group LLC
N/A—111,292-111,292-100%$5.1M———
Blair William & Co
N/A—106,864-106,864-100%$4.9M———
Iconiq Capital, LLC
N/A—101,575-101,575-100%$4.6M———
Millennium Management LLC
N/A—100,000-100,000-100%$4.6M———
Sequoia Financial Advisors, LLC
N/A—96,213-96,213-100%$4.4M———
Red Door Wealth Management, LLC
N/A—94,987-94,987-100%$4.3M———
Osaic Holdings, Inc.
N/A—89,673-89,673-100%$4.1M———
Morgan Stanley
N/A—78,170-78,170-100%$3.6M———
Intellectus Partners, LLC
N/A—76,426-76,426-100%$3.5M———
Mercer Global Advisors Inc
N/A—76,284-76,284-100%$3.5M———
Advisory Services Network, LLC
N/A—76,121-76,121-100%$3.5M———
SCS Capital Management LLC
N/A—75,857-75,857-100%$3.5M———
Susquehanna International Group, LLP
N/A—75,774-75,774-100%$3.4M———
Van Hulzen Asset Management, LLC
N/A—72,892-72,892-100%$3.3M———
Raymond James Financial Inc
N/A—71,319-71,319-100%$3.2M———
Envestnet Asset Management Inc
N/A—69,663-69,663-100%$3.2M———
Arax Advisory Partners
N/A—68,224-68,224-100%$3.1M———
NorthCoast Asset Management LLC
N/A—64,322-64,322-100%$2.9M———
NewEdge Wealth, LLC
N/A—60,452-60,452-100%$2.8M———
Keystone Financial Group
N/A—59,355-59,355-100%$2.7M———
Qube Research & Technologies Ltd
N/A—51,618-51,618-100%$2.3M———
Brown Advisory Inc
N/A—50,416-50,416-100%$2.3M———
Smith, Moore & Co.
N/A—47,561-47,561-100%$2.2M———
Wealthspire Advisors, LLC
N/A—47,488-47,488-100%$2.2M———
EFG International AG
N/A—43,550-43,550-100%$2.0M———
Wescap Management Group, Inc.
N/A—43,321-43,321-100%$2.0M———
Cerity Partners LLC
N/A—39,929-39,929-100%$1.8M———
Captrust Financial Advisors
N/A—38,984-38,984-100%$1.8M———
Beacon Pointe Advisors, LLC
N/A—38,462-38,462-100%$1.8M———
Global Retirement Partners, LLC
N/A—38,151-38,151-100%$1.7M———
Bleakley Financial Group, LLC
N/A—36,489-36,489-100%$1.7M———
Fiduciary Trust Co
N/A—35,115-35,115-100%$1.6M———
Curi Capital, LLC
N/A—34,815-34,815-100%$1.6M———
Pathstone Holdings, LLC
N/A—34,027-34,027-100%$1.5M———
Integrated Wealth Concepts LLC
N/A—32,673-32,673-100%$1.5M———
Quantinno Capital Management LP
N/A—32,418-32,418-100%$1.5M———
NewEdge Advisors, LLC
N/A—32,107-32,107-100%$1.5M———
United Capital Financial Advisors, LLC
N/A—31,996-31,996-100%$1.5M———
PYA Waltman Capital, LLC
N/A—31,864-31,864-100%$1.5M———
Bluespring Wealth Management, LLC
N/A—29,008-29,008-100%$1.3M———
Sprott Inc.
N/A—28,974-28,974-100%$1.3M———
Stifel Financial Corp
N/A—28,102-28,102-100%$1.3M———
Cura Wealth Advisors, LLC
N/A—27,290-27,290-100%$1.2M———
Smithfield Trust Co
N/A—25,545-25,545-100%$1.2M———
Waverly Advisors, LLC
N/A—25,318-25,318-100%$1.2M———
CIBC Bancorp USA Inc.
N/A—24,871-24,871-100%$1.1M———
Benson Wealth Management Inc
N/A—24,643-24,643-100%$1.1M———
White Knight Strategic Wealth Advisors, LLC
N/A—23,579-23,579-100%$1.1M———
Savvy Advisors, Inc.
N/A—22,922-22,922-100%$1.0M———
MAI Capital Management
N/A—22,886-22,886-100%$1.0M———
Private Advisor Group, LLC
N/A—22,772-22,772-100%$1.0M———
Beck Capital Management, LLC
N/A—22,643-22,643-100%$1.0M———
Jaffetilchin Investment Partners, LLC
N/A—22,542-22,542-100%$1.0M———
Nwam LLC
N/A—22,520-22,520-100%$1.0M———
Alamea Verwaltungs GmbH
N/A—22,446-22,446-100%$1.0M———
Laird Norton Wetherby Trust Company, LLC
N/A—21,960-21,960-100%$999.6K———
Proficio Capital Partners LLC
N/A—21,682-21,682-100%$987.0K———
Moneta Group Investment Advisors LLC
N/A—21,146-21,146-100%$962.6K———
IEQ Capital, LLC
N/A—20,835-20,835-100%$948.4K———
Pallas Capital Advisors LLC
N/A—20,605-20,605-100%$937.9K———
Pinnacle Financial Partners, Inc.
N/A—19,599-19,599-100%$892.1K———
Financial Engines Advisors L.L.C.
N/A—19,551-19,551-100%$890.0K———
EP Wealth Advisors, LLC
N/A—19,550-19,550-100%$889.9K———
Stansberry Asset Management, LLC
N/A—18,806-18,806-100%$856.0K———
Royal Bank of Canada
N/A—18,648-18,648-100%$849.0K———
OakTrust Wealth Advisors, LLC
N/A—18,627-18,627-100%$847.9K———
Pine Valley Investments Ltd Liability Co
N/A—18,518-18,518-100%$842.9K———
Ameritas Advisory Services, LLC
N/A—18,227-18,227-100%$829.7K———
Greenwich Wealth Management LLC
N/A—18,004-18,004-100%$820.0K———
RWA Wealth Partners, LLC
N/A—17,318-17,318-100%$788.3K———
&partners
N/A—16,964-16,964-100%$772.2K———
Cary Street Partners Financial LLC
N/A—16,442-16,442-100%$748.4K———
WCG Wealth Advisors LLC
N/A—16,277-16,277-100%$740.9K———
Independent Advisor Alliance
N/A—15,721-15,721-100%$715.6K———
Aptus Capital Advisors, LLC
N/A—15,713-15,713-100%$715.3K———
Exit Wealth Advisors, Llc.
N/A—15,432-15,432-100%$702.5K———
ACT Capital Management, LLC
N/A—15,400-15,400-100%$701.0K———
NorthRock Partners, LLC
N/A—15,203-15,203-100%$692.0K———
Copia Wealth Management
N/A—14,531-14,531-100%$661.5K———
Rothschild Investment LLC
N/A—14,109-14,109-100%$642.2K———
BlackRock, Inc.
N/A—13,738-13,738-100%$625.4K———
Belpointe Asset Management LLC
N/A—13,597-13,597-100%$618.9K———
AE Wealth Management LLC
N/A—13,504-13,504-100%$614.7K———
Geneos Wealth Management Inc.
N/A—13,227-13,227-100%$602.1K———
Optiver Holding B.V.
N/A—13,143-13,143-100%$598.3K———
Insigneo Advisory Services, LLC
N/A—13,028-13,028-100%$593.0K———
Sanctuary Advisors, LLC
N/A—12,986-12,986-100%$591.1K———
Aspen Grove Capital, LLC
N/A—12,655-12,655-100%$576.1K———
Stratos Wealth Partners, Ltd.
N/A—12,609-12,609-100%$574.0K———
Maridea Wealth Management LLC
N/A—12,595-12,595-100%$573.3K———
National Philanthropic Trust
N/A—12,389-12,389-100%$563.9K———
Fortis Capital Management LLC
N/A—12,161-12,161-100%$553.6K———
Empower Advisory Group, LLC
N/A—12,125-12,125-100%$551.9K———
Runnymede Capital Advisors, Inc.
N/A—12,120-12,120-100%$551.7K———
Group One Trading LLC
N/A—11,956-11,956-100%$544.2K———
Fund Advisors of America Inc
N/A—11,580-11,580-100%$527.1K———
Franklin Resources Inc
N/A—11,460-11,460-100%$521.7K———
Berger Financial Group, Inc
N/A—11,439-11,439-100%$520.7K———
Essex Financial Services, Inc.
N/A—11,223-11,223-100%$510.9K———
Reyl & Cie S.A.
N/A—11,220-11,220-100%$593.6K———
Summit Financial, LLC
N/A—10,997-10,997-100%$500.6K———
Western Wealth Management, LLC
N/A—10,993-10,993-100%$500.4K———
Smartleaf Asset Management LLC
N/A—10,910-10,910-100%$510.3K———
Bank of Montreal
N/A—10,807-10,807-100%$491.9K———
Centaurus Financial, Inc.
N/A—10,556-10,556-100%$481.0K———
Peapack Gladstone Financial Corp
N/A—10,410-10,410-100%$474.0K———
Chevy Chase Trust Holdings, LLC
N/A—10,182-10,182-100%$463.5K———
New Republic Capital, LLC
N/A—10,040-10,040-100%$457.0K———
Oxbow Advisors, LLC
N/A—10,000-10,000-100%$455.2K———
FMR LLC
N/A—9,642-9,642-100%$438.9K———
Tidal Investments LLC
N/A—9,569-9,569-100%$435.6K———
Spartan Wealth Advisory Services LLC
N/A—9,531-9,531-100%$433.9K———
Flow Traders U.S. LLC
N/A—9,344-9,344-100%$425.0K———
Transcend Capital Advisors, LLC
N/A—9,178-9,178-100%$417.8K———
Modern Wealth Management, LLC
N/A—8,831-8,831-100%$402.0K———
AssuredPartners Investment Advisors, LLC
N/A—8,665-8,665-100%$394.4K———
Equitable Holdings, Inc.
N/A—8,467-8,467-100%$385.4K———
Rathbones Group PLC
N/A—8,330-8,330-100%$379.2K———
Kovack Advisors, Inc.
N/A—8,167-8,167-100%$372.7K———
Magnolia Capital Advisors LLC
N/A—8,097-8,097-100%$368.6K———
Cannell & Spears LLC
N/A—7,765-7,765-100%$353.5K———
Westmount Partners, LLC
N/A—7,764-7,764-100%$353.4K———
MRP Capital Investments, LLC
N/A—7,590-7,590-100%$345.5K———
PFG Investments, LLC
N/A—7,585-7,585-100%$345.3K———
CreativeOne Wealth, LLC
N/A—7,461-7,461-100%$339.6K———
Mutual Advisors, LLC
N/A—7,190-7,190-100%$327.3K———
Fort Point Capital Partners LLC
N/A—7,156-7,156-100%$325.7K———
Quent Capital, LLC
N/A—7,151-7,151-100%$332.8K———
Dakota Wealth Management
N/A—6,972-6,972-100%$317.4K———
Ancora Advisors LLCA
N/A—6,880-6,880-100%$313.2K———
Johnson Investment Counsel Inc
N/A—6,823-6,823-100%$310.6K———
Strategic Wealth Partners, Ltd.
N/A—6,710-6,710-100%$305.4K———
NCM Capital Management, LLC
N/A—6,523-6,523-100%$296.9K———
Riverview Capital Advisers, LLC
N/A—6,373-6,373-100%$290.1K———
Schonfeld Strategic Advisors LLC
N/A—6,348-6,348-100%$289.0K———
Evercore Wealth Management, LLC
N/A—6,250-6,250-100%$284.5K———
Strategies Wealth Advisors, LLC
N/A—6,205-6,205-100%$282.5K———
Cofg Advisors, LLC
N/A—6,162-6,162-100%$280.5K———
Trevian Wealth Management LLC
N/A—6,115-6,115-100%$278.4K———
Greenline Wealth Management LLC
N/A—6,083-6,083-100%$276.9K———
Composition Wealth, LLC
N/A—6,064-6,064-100%$276.0K———
Bessemer Group Inc
N/A—5,986-5,986-100%$272.0K———
Focus Partners Advisor Solutions, LLC
N/A—5,959-5,959-100%$271.3K———
SouthState Bank Corp
N/A—5,765-5,765-100%$262.4K———
Bulltick Wealth Management, LLC
N/A—5,741-5,741-100%$261.3K———
Steward Partners Investment Advisory, LLC
N/A—5,736-5,736-100%$261.1K———
World Investment Advisors
N/A—5,662-5,662-100%$298.0K———
CIBC World Market Inc.
N/A—5,565-5,565-100%$253.3K———
Bank of America Corp
N/A—5,543-5,543-100%$252.3K———
Beaird Harris Wealth Management, LLC
N/A—5,523-5,523-100%$251.4K———
Second Half Financial Partners, LLC
N/A—5,390-5,390-100%$245.4K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—5,370-5,370-100%$244.4K———
Brookwood Investment Group LLC
N/A—5,370-5,370-100%$244.4K———
Leigh Baldwin & Co., LLC
N/A—5,350-5,350-100%$243.5K———
Gladstone Institutional Advisory LLC
N/A—5,337-5,337-100%$242.9K———
OneAscent Financial Services LLC
N/A—5,278-5,278-100%$240.3K———
Kingsview Wealth Management, LLC
N/A—5,255-5,255-100%$239.2K———
Howe & Rusling Inc
N/A—5,176-5,176-100%$235.6K———
Ausdal Financial Partners, Inc.
N/A—5,124-5,124-100%$233.2K———
Great Valley Advisor Group, Inc.
N/A—5,095-5,095-100%$232.2K———
Arkadios Wealth Advisors
N/A—5,058-5,058-100%$230.3K———
Safeguard Investment Advisory Group, LLC
N/A—5,057-5,057-100%$230.2K———
Silicon Valley Capital Partners
N/A—5,050-5,050-100%$229.9K———
TRU Independence Asset Management 2, LLC
N/A—5,050-5,050-100%$229.9K———
Graybill Wealth Management, Ltd.
N/A—5,000-5,000-100%$227.6K———
Mcguire Capital Advisors Inc
N/A—4,940-4,940-100%$224.9K———
Two Sigma Securities, LLC
N/A—4,830-4,830-100%$219.9K———
Harvest Investment Services, LLC
N/A—4,794-4,794-100%$218.2K———
RED Reef Advisors LLC
N/A—4,777-4,777-100%$217.4K———
Impact Partnership Wealth, LLC
N/A—4,755-4,755-100%$216.4K———
Snowden Capital Advisors LLC
N/A—4,718-4,718-100%$214.8K———
PlanVest Financial, Inc
N/A—4,583-4,583-100%$208.6K———
Bogart Wealth, LLC
N/A—4,569-4,569-100%$208.0K———
Fortis Capital Advisors, LLC
N/A—4,561-4,561-100%$207.6K———
Abound Financial, LLC
N/A—4,504-4,504-100%$205.0K———
Headinvest, LLC
N/A—4,500-4,500-100%$204.8K———
Lifeworks Advisors, LLC
N/A—4,456-4,456-100%$202.8K———
Harbour Investments, Inc.
N/A—4,429-4,429-100%$201.6K———
Blackhawk Capital Partners, LLC
N/A—4,424-4,424-100%$201.4K———
Cascade Financial Partners, LLC
N/A—4,423-4,423-100%$201.3K———
Argent Trust Co
N/A—4,411-4,411-100%$200.8K———
Granite Bay Wealth Management, LLC
N/A—4,405-4,405-100%$201.0K———
Hantz Financial Services, Inc.
N/A—3,560-3,560-100%$162.0K———
Fiduciary Financial Advisors
N/A—2,942-2,942-100%$133.9K———
Sankala Group LLC
N/A—2,914-2,914-100%$145.9K———
BFC Planning, Inc.
N/A—2,680-2,680-100%$122.0K———
Avalon Trust Co
N/A—2,670-2,670-100%$121.5K———
Huntington National Bank
N/A—2,327-2,327-100%$105.9K———
Wells Fargo & Company
N/A—2,304-2,304-100%$104.9K———
Federation des caisses Desjardins du Quebec
N/A—2,295-2,295-100%$104.5K———
SOA Wealth Advisors, Llc.
N/A—2,210-2,210-100%$100.6K———
Whittier Trust Co
N/A—2,184-2,184-100%$107.9K———
IFG Advisory, LLC
N/A—2,129-2,129-100%$96.9K———
Northwestern Mutual Wealth Management Co
N/A—2,007-2,007-100%$91.4K———
Tidemark, LLC
N/A—1,896-1,896-100%$86.3K———
Kerr Financial Planning Corp
N/A—1,765-1,765-100%$80.3K———
Vident Advisory, LLC
N/A—1,752-1,752-100%$79.8K———
Colonial Trust Advisors
N/A—1,610-1,610-100%$73.3K———
Vision Retirement, LLC
N/A—1,512-1,512-100%$68.8K———
Nova Wealth Management, Inc.
N/A—1,450-1,450-100%$66.0K———
HHM Wealth Advisors, LLC
N/A—1,444-1,444-100%$65.7K———
Jackson, Grant Investment Advisers, Inc.
N/A—1,352-1,352-100%$61.5K———
Edmond de Rothschild Holding S.A.
N/A—1,300-1,300-100%$59.2K———
JDM Financial Group LLC
N/A—1,183-1,183-100%$53.9K———
Brown Brothers Harriman & Co
N/A—1,061-1,061-100%$48.3K———
Dunhill Financial, LLC
N/A—1,006-1,006-100%$45.8K———
Walsh & Associates, LLC
N/A—1,000-1,000-100%$45.5K———
Intesa Sanpaolo S.p.A.
N/A—871-871-100%$39.6K———
ST Germain D J Co Inc
N/A—833-833-100%$37.9K———
Coppell Advisory Solutions LLC
N/A—815-815-100%$216.4K———
IMA Advisory Services, Inc.
N/A—800-800-100%$36.4K———
Roble, Belko & Company, Inc
N/A—700-700-100%$32.0K———
Glen Eagle Advisors, LLC
N/A—677-677-100%$30.8K———
Hollencrest Capital Management
N/A—539-539-100%$24.5K———
Delta Asset Management LLC
N/A—480-480-100%$21.9K———
JPMorgan Chase & Co
N/A—448-448-100%$21.0K———
Forum Finance Group S.A.
N/A—440-440-100%$16———
Atlantic Union Bankshares Corp
N/A—438-438-100%$19.9K———
Dixon Mitchell Investment Counsel Inc.
N/A—425-425-100%$19.3K———
Bartlett & Co. Wealth Management LLC
N/A—415-415-100%$18.9K———
Osbon Capital Management LLC
N/A—385-385-100%$17.5K———
Westfuller Advisors, LLC
N/A—361-361-100%$16.4K———
Strive Financial Group,LLC
N/A—329-329-100%$15.0K———
VSM Wealth Advisory, LLC
N/A—327-327-100%$14.9K———
Crewe Advisors LLC
N/A—262-262-100%$11.9K———
Kilter Group LLC
N/A—251-251-100%$11.4K———
Swan Capital LLC
N/A—237-237-100%$10.8K———
Financial Life Planners
N/A—224-224-100%$10.2K———
UBS Group AG
N/A—221-221-100%$10.1K———
Cary Street Partners Investment Advisory LLC
N/A—220-220-100%$10.0K———
Strategic Investment Solutions, Inc.
N/A—209-209-100%$9.5K———
Burnham & Co LLC
N/A—200-200-100%$9.1K———
Capital Analysts, LLC
N/A—192-192-100%$9———
Ameritas Investment Partners, Inc.
N/A—190-190-100%$8.6K———
Godfrey Financial Associates, Inc.
N/A—160-160-100%$7.3K———
National Bank of Canada
N/A—150-150-100%$6.8K———
Bellevue Asset Management, LLC
N/A—145-145-100%$6.6K———
Financial Gravity Companies, Inc.
N/A—140-140-100%$6.4K———
N.E.W. Advisory Services LLC
N/A—120-120-100%$5.5K———
Kayne Anderson Rudnick Investment Management LLC
N/A—107-107-100%$4.9K———
Caldwell Sutter Capital, Inc.
N/A—100-100-100%$4.6K———
Boreal Capital Management LLC
N/A—100-100-100%$4.6K———
Rockefeller Capital Management L.P.
N/A—100-100-100%$4.6K———
Graney & King, LLC
N/A—100-100-100%$4.6K———
Colonial Trust Co / SC
N/A—100-100-100%$4.6K———
Jones Financial Companies Lllp
N/A—100-100-100%$4.6K———
Private Wealth Asset Management, LLC
N/A—91-91-100%$4.1K———
Caitlin John, LLC
N/A—87-87-100%$4.0K———
Cheviot Value Management, LLC
N/A—83-83-100%$3.8K———
Wellington-Altus USA Inc.
N/A—66-66-100%$3.5K———
Game Plan Financial Advisors, LLC
N/A—50-50-100%$2.3K———
Front Row Advisors LLC
N/A—50-50-100%$2.5K———
CVA Family Office, LLC
N/A—26-26-100%$1.2K———
Allied Private Wealth LLC
N/A—23-23-100%$1.1K———
Frazier Financial Advisors, LLC
N/A—12-12-100%$547———
Tower Research Capital LLC (TRC)
N/A—10-10-100%$455———
JPL Wealth Management, LLC
N/A—2-2-100%$92———
Showing 687 of 687 institutions