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Grayscale Bitcoin Mini ETF (BTC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bullish
UNCHANGED
Shares4,523,963 from 4,523,963
Change0 (0%)
Value$167.2M (+$49.8M)
Filed 2026-10-27
Paragon Advisors, LLC
DECREASED
Shares1,273,108 from 1,306,342
Change-33,234 (-3%)
Value$47.0M (+$13.1M)
Filed 2026-11-03
Sloy Dahl & Holst, LLC
INCREASED
Shares960,694 from 954,568
Change+6,126 (+1%)
Value$35.5M (+$10.7M)
Filed 2026-10-14
Verde Capital Management
INCREASED
Shares368,934 from 320,526
Change+48,408 (+15%)
Value$13.6M (+$5.3M)
Filed 2026-10-28
Imc-Chicago, LLC
NEW
Shares327,967
Change+327,967
Value$12.1M
Filed 2026-11-05
Heritage Family Offices, LLP
INCREASED
Shares236,964 from 205,477
Change+31,487 (+15%)
Value$8.8M (+$3.4M)
Filed 2026-11-02
Matauro, LLC
INCREASED
Shares181,858 from 170,767
Change+11,091 (+6%)
Value$6.7M (+$2.3M)
Filed 2026-11-03
VVR Holdings LLC
INCREASED
Shares174,622 from 168,908
Change+5,714 (+3%)
Value$6.5M (+$2.1M)
Filed 2026-10-19
Assetmark, Inc
DECREASED
Shares173,209 from 173,925
Change-716 (0%)
Value$6.4M (+$1.9M)
Filed 2026-10-21
Kestra Advisory Services, LLC
INCREASED
Shares170,337 from 161,416
Change+8,921 (+6%)
Value$6.3M (+$2.1M)
Filed 2026-11-02
ShoreHaven Wealth Partners, LLC
INCREASED
Shares155,176 from 145,908
Change+9,268 (+6%)
Value$5.7M (+$1.9M)
Filed 2026-10-16
Riversedge Advisors, LLC
DECREASED
Shares140,932 from 141,650
Change-718 (-1%)
Value$5.2M (+$1.5M)
Filed 2026-10-09
Meitav Investment House LTD
DECREASED
Shares140,769 from 141,129
Change-360 (0%)
Value$5.2M (+$1.5M)
Filed 2026-10-28
Beaumont Financial Advisors, LLC
DECREASED
Shares140,229 from 145,081
Change-4,852 (-3%)
Value$5.2M (+$1.4M)
Filed 2026-10-22
Financial Security Advisor, Inc.
DECREASED
Shares138,973 from 142,916
Change-3,943 (-3%)
Value$5.1M (+$1.4M)
Filed 2026-11-03
HFG Wealth Management, LLC
UNCHANGED
Shares118,551 from 118,551
Change0 (0%)
Value$3.1M ($0)
Filed 2026-10-16
Cushing Capital Partners, LLC
INCREASED
Shares117,041 from 106,264
Change+10,777 (+10%)
Value$4.3M (+$1.6M)
Filed 2026-10-20
Weil Company, Inc.
INCREASED
Shares101,064 from 89,011
Change+12,053 (+14%)
Value$3.7M (+$1.4M)
Filed 2026-10-14
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares100,882 from 143,395
Change-42,513 (-30%)
Value$3.7M (+$7.0K)
Filed 2026-11-02
Abacus Planning Group, Inc.
UNCHANGED
Shares99,249 from 99,249
Change0 (0%)
Value$3.7M (+$1.1M)
Filed 2026-11-02
Kingswood Wealth Advisors, LLC
INCREASED
Shares98,590 from 77,221
Change+21,369 (+28%)
Value$3.6M (+$1.6M)
Filed 2026-10-23
Elevate Capital Advisors, LLC
INCREASED
Shares97,353 from 84,447
Change+12,906 (+15%)
Value$3.6M (+$1.4M)
Filed 2026-11-02
Centurion Wealth Management LLC
INCREASED
Shares94,470 from 92,440
Change+2,030 (+2%)
Value$3.5M (+$1.1M)
Filed 2026-10-13
R. W. Roge & Company, Inc.
INCREASED
Shares91,443 from 87,238
Change+4,205 (+5%)
Value$3.4M (+$1.1M)
Filed 2026-11-04
Tuttle Capital Management, LLC
NEW
Shares90,100
Change+90,100
Value$3.3M
Filed 2026-10-21
MAD River Investors
UNCHANGED
Shares81,517 from 81,517
Change0 (0%)
Value$3.0M (+$896.7K)
Filed 2026-10-27
Quadcap Wealth Management, LLC
INCREASED
Shares73,967 from 73,612
Change+355 (+0%)
Value$2.7M (+$822.8K)
Filed 2026-11-02
RHL Group, LLC
NEW
Shares67,023
Change+67,023
Value$2.5M
Filed 2026-11-04
Balboa Wealth Partners
INCREASED
Shares65,678 from 58,318
Change+7,360 (+13%)
Value$2.4M (+$913.5K)
Filed 2026-10-20
Commonwealth Equity Services, LLC
DECREASED
Shares64,661 from 69,336
Change-4,675 (-7%)
Value$2.4M (+$590.0K)
Filed 2026-11-02
Foundation Wealth Management, LLC
INCREASED
Shares64,155 from 38,858
Change+25,297 (+65%)
Value$2.4M (+$1.4M)
Filed 2026-10-22
Aries Wealth Management
DECREASED
Shares63,806 from 64,542
Change-736 (-1%)
Value$2.4M (+$682.8K)
Filed 2026-10-23
B. Riley Wealth Advisors, Inc.
NEW
Shares60,734
Change+60,734
Value$2.2M
Filed 2026-10-13
FFG Partners, LLC
DECREASED
Shares59,272 from 63,232
Change-3,960 (-6%)
Value$2.2M (+$549.2K)
Filed 2026-10-15
Farther Finance Advisors, LLC
INCREASED
Shares59,057 from 48,748
Change+10,309 (+21%)
Value$2.2M (+$917.0K)
Filed 2026-10-08
Pettinga Financial Advisors LLC
INCREASED
Shares57,961 from 57,053
Change+908 (+2%)
Value$2.1M (+$661.1K)
Filed 2026-10-13
Thryve Wealth Management LLC
DECREASED
Shares53,579 from 60,314
Change-6,735 (-11%)
Value$2.0M (+$414.6K)
Filed 2026-10-09
McKinley Carter Wealth Services, Inc.
DECREASED
Shares53,013 from 53,040
Change-27 (0%)
Value$2.0M (+$582.4K)
Filed 2026-10-16
Lido Advisors, LLC
INCREASED
Shares49,941 from 44,504
Change+5,437 (+12%)
Value$1.8M (+$690.4K)
Filed 2026-11-04
TigerOak Management, L.L.C.
INCREASED
Shares49,682 from 42,643
Change+7,039 (+17%)
Value$1.8M (+$729.2K)
Filed 2026-10-23
180 Wealth Advisors, LLC
INCREASED
Shares48,324 from 17,981
Change+30,343 (+169%)
Value$1.8M (+$1.3M)
Filed 2026-11-03
Creative Planning
DECREASED
Shares44,187 from 44,819
Change-632 (-1%)
Value$1.6M (+$469.6K)
Filed 2026-11-02
Traphagen Investment Advisors LLC
DECREASED
Shares41,316 from 42,245
Change-929 (-2%)
Value$1.5M (+$430.4K)
Filed 2026-10-14
Interchange Capital Partners, LLC
INCREASED
Shares40,674 from 36,907
Change+3,767 (+10%)
Value$1.5M (+$590.1K)
Filed 2026-10-28
Retirement Financial Solutions, LLC
INCREASED
Shares39,291 from 37,115
Change+2,176 (+6%)
Value$1.5M (+$488.7K)
Filed 2026-10-20
Signaturefd, LLC
INCREASED
Shares38,345 from 38,318
Change+27 (+0%)
Value$1.4M (+$422.5K)
Filed 2026-10-23
Upper Left Wealth Management, LLC
DECREASED
Shares38,227 from 43,315
Change-5,088 (-12%)
Value$1.4M (+$288.5K)
Filed 2026-10-14
Cooper Financial Group
DECREASED
Shares37,491 from 37,686
Change-195 (-1%)
Value$1.4M (+$407.3K)
Filed 2026-10-07
Samalin Investment Counsel, LLC
NEW
Shares37,316
Change+37,316
Value$1.4M
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares36,739 from 39,780
Change-3,041 (-8%)
Value$1.3M (+$202.4K)
Filed 2026-10-13
RHS Financial, LLC
INCREASED
Shares36,711 from 24,347
Change+12,364 (+51%)
Value$1.4M (+$724.7K)
Filed 2026-10-13
Pekin Hardy Strauss, Inc.
DECREASED
Shares36,214 from 43,786
Change-7,572 (-17%)
Value$1.3M (+$201.9K)
Filed 2026-11-02
ATX Financial Planning, LLC
DECREASED
Shares35,685 from 42,839
Change-7,154 (-17%)
Value$1.3M (+$206.9K)
Filed 2026-10-14
Claro Advisors Inc.
DECREASED
Shares33,796 from 33,957
Change-161 (0%)
Value$1.2M (+$367.6K)
Filed 2026-11-02
SMI Advisory Services, LLC
NEW
Shares33,296
Change+33,296
Value$1.2M
Filed 2026-10-13
Concurrent Investment Advisors, LLC
INCREASED
Shares31,742 from 18,526
Change+13,216 (+71%)
Value$1.2M (+$692.1K)
Filed 2026-10-16
Diligent Investors, LLC
DECREASED
Shares31,014 from 33,713
Change-2,699 (-8%)
Value$1.1M (+$271.1K)
Filed 2026-10-21
Unique Wealth, LLC
NEW
Shares30,722
Change+30,722
Value$1.1M
Filed 2026-10-16
Guild Investment Management, Inc.
INCREASED
Shares30,640 from 18,440
Change+12,200 (+66%)
Value$1.1M (+$653.6K)
Filed 2026-11-03
IFP Advisors, Inc
INCREASED
Shares30,032 from 23,535
Change+6,497 (+28%)
Value$1.1M (+$498.9K)
Filed 2026-10-16
Eagle Global Advisors LLC
INCREASED
Shares29,000 from 25,600
Change+3,400 (+13%)
Value$1.1M (+$407.2K)
Filed 2026-11-02
Birch Hill Investment Advisors LLC
UNCHANGED
Shares27,761 from 27,761
Change0 (0%)
Value$1.0M (+$305.4K)
Filed 2026-10-16
WealthPlan Investment Management, LLC
NEW
Shares27,224
Change+27,224
Value$1.0M
Filed 2026-10-15
Acorn Financial Advisory Services Inc
DECREASED
Shares23,836 from 24,116
Change-280 (-1%)
Value$880.7K (+$254.9K)
Filed 2026-11-02
SLT Holdings LLC
DECREASED
Shares23,682 from 24,182
Change-500 (-2%)
Value$875.1K (+$247.5K)
Filed 2026-10-15
Joseph P. Lucia & Associates, LLC
DECREASED
Shares23,419 from 23,589
Change-170 (-1%)
Value$865.3K (+$253.2K)
Filed 2026-10-30
Bokf, NA
UNCHANGED
Shares22,635 from 22,635
Change0 (0%)
Value$836.4K (+$249.0K)
Filed 2026-10-27
Johnson & White Wealth Management, LLC
DECREASED
Shares22,279 from 22,444
Change-165 (-1%)
Value$823.2K (+$240.8K)
Filed 2026-11-03
Bison Wealth, LLC
INCREASED
Shares22,044 from 17,692
Change+4,352 (+25%)
Value$806.4K (+$307.8K)
Filed 2026-10-13
Simplex Trading, LLC
NEW
Shares21,580
Change+21,580
Value$797.4K
Filed 2026-11-04
Once Capital Management, LLC
UNCHANGED
Shares21,540 from 21,540
Change0 (0%)
Value$795.9K (+$236.9K)
Filed 2026-11-02
Cyndeo Wealth Partners, LLC
DECREASED
Shares21,535 from 23,592
Change-2,057 (-9%)
Value$795.7K (+$183.5K)
Filed 2026-10-16
Gallacher Capital Management LLC
DECREASED
Shares19,732 from 32,157
Change-12,425 (-39%)
Value$729.1K (-$105.4K)
Filed 2026-10-30
LMG Wealth Partners, LLC
DECREASED
Shares19,640 from 26,263
Change-6,623 (-25%)
Value$725.7K (+$44.2K)
Filed 2026-11-05
Kaizen Financial Strategies
DECREASED
Shares19,290 from 19,558
Change-268 (-1%)
Value$712.8K (+$194.3K)
Filed 2026-10-09
Midwest Trust Co
DECREASED
Shares18,949 from 18,999
Change-50 (0%)
Value$700.2K (+$207.1K)
Filed 2026-10-22
AWM Capital, LLC
INCREASED
Shares18,374 from 18,344
Change+30 (+0%)
Value$678.9K (+$202.9K)
Filed 2026-10-16
KCM Investment Advisors LLC
NEW
Shares18,350
Change+18,350
Value$678.0K
Filed 2026-10-27
Bernardo Wealth Planning LLC
INCREASED
Shares18,252 from 9,126
Change+9,126 (+100%)
Value$674.4K (+$437.6K)
Filed 2026-10-23
Firestone Capital Management
INCREASED
Shares18,035 from 11,525
Change+6,510 (+56%)
Value$666.4K (+$367.3K)
Filed 2026-11-03
Wealthcare Advisory Partners LLC
INCREASED
Shares17,468 from 12,576
Change+4,892 (+39%)
Value$645.4K (+$319.1K)
Filed 2026-10-21
Haven Private, LLC
INCREASED
Shares17,127 from 15,310
Change+1,817 (+12%)
Value$632.8K (+$235.5K)
Filed 2026-10-27
Soltis Investment Advisors LLC
DECREASED
Shares17,097 from 17,102
Change-5 (0%)
Value$631.7K (+$187.9K)
Filed 2026-10-28
New York Life Investment Management LLC
NEW
Shares16,418
Change+16,418
Value$606.6K
Filed 2026-11-04
Simon Quick Advisors, LLC
NEW
Shares16,200
Change+16,200
Value$598.6K
Filed 2026-10-26
MGO One Seven LLC
DECREASED
Shares15,605 from 15,695
Change-90 (-1%)
Value$576.6K (+$169.3K)
Filed 2026-10-28
Three Magnolias Financial Advisors, LLC
INCREASED
Shares15,086 from 12,720
Change+2,366 (+19%)
Value$557.4K (+$227.3K)
Filed 2026-10-14
Spire Wealth Management
DECREASED
Shares14,925 from 16,504
Change-1,579 (-10%)
Value$551.5K (+$123.2K)
Filed 2026-10-30
Citrine Capital LLC
UNCHANGED
Shares14,901 from 14,901
Change0 (0%)
Value$550.6K (+$163.9K)
Filed 2026-10-14
Sage Mountain Advisors LLC
INCREASED
Shares14,844 from 13,339
Change+1,505 (+11%)
Value$548.5K (+$202.3K)
Filed 2026-11-02
Kestra Private Wealth Services, LLC
INCREASED
Shares14,589 from 13,887
Change+702 (+5%)
Value$539.1K (+$178.7K)
Filed 2026-10-30
Alterna Wealth Management, Inc
UNCHANGED
Shares14,560 from 14,560
Change0 (0%)
Value$538.0K (+$160.2K)
Filed 2026-10-27
Brookstone Capital Management
INCREASED
Shares14,473 from 13,148
Change+1,325 (+10%)
Value$534.8K (+$193.6K)
Filed 2026-10-22
Carnegie Investment Counsel
DECREASED
Shares14,396 from 14,595
Change-199 (-1%)
Value$531.9K (+$153.2K)
Filed 2026-10-20
Westco Advisory Services Inc
UNCHANGED
Shares14,334 from 14,334
Change0 (0%)
Value$529.6K (+$157.7K)
Filed 2026-10-14
Sage Financial Group Inc
NEW
Shares13,812
Change+13,812
Value$510.4K
Filed 2026-10-27
Atria Investments, Inc
INCREASED
Shares13,374 from 10,570
Change+2,804 (+27%)
Value$494.2K (+$219.9K)
Filed 2026-10-15
Legacy Wealth Asset Management, LLC
DECREASED
Shares13,332 from 14,883
Change-1,551 (-10%)
Value$492.6K (+$106.4K)
Filed 2026-10-09
Sowell Financial Services LLC
DECREASED
Shares13,266 from 13,274
Change-8 (0%)
Value$490.2K (+$145.7K)
Filed 2026-10-23
Meridian Wealth Management, LLC
DECREASED
Shares13,042 from 15,181
Change-2,139 (-14%)
Value$481.9K (+$88.0K)
Filed 2026-11-05
Choreo, LLC
DECREASED
Shares12,765 from 14,369
Change-1,604 (-11%)
Value$471.6K (+$98.8K)
Filed 2026-10-28
Richardson Capital Management LLC
UNCHANGED
Shares12,465 from 12,465
Change0 (0%)
Value$460.6K (+$137.1K)
Filed 2026-10-23
Park Avenue Securities LLC
INCREASED
Shares12,302 from 12,086
Change+216 (+2%)
Value$455.0K (+$141.0K)
Filed 2026-10-26
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares12,171 from 12,448
Change-277 (-2%)
Value$450.0K (+$127.0K)
Filed 2026-11-02
Innovative Advisory Group, LLC
DECREASED
Shares11,776 from 12,065
Change-289 (-2%)
Value$435.1K (+$122.0K)
Filed 2026-10-13
Fagan Associates, Inc.
DECREASED
Shares11,713 from 11,874
Change-161 (-1%)
Value$432.8K (+$124.7K)
Filed 2026-10-13
Chicago Partners Investment Group LLC
INCREASED
Shares11,672 from 11,660
Change+12 (+0%)
Value$418.9K (+$85.0K)
Filed 2026-10-27
Compass Ion Advisors, LLC
UNCHANGED
Shares11,547 from 11,547
Change0 (0%)
Value$426.7K (+$127.0K)
Filed 2026-10-23
Cap Partners, LLC
NEW
Shares11,515
Change+11,515
Value$425.5K
Filed 2026-10-19
Larson Financial Group LLC
DECREASED
Shares11,187 from 13,789
Change-2,602 (-19%)
Value$413.4K (+$55.5K)
Filed 2026-11-05
Fifth Third Bancorp
DECREASED
Shares10,819 from 14,432
Change-3,613 (-25%)
Value$399.8K (+$25.3K)
Filed 2026-11-05
Dynamic Advisor Solutions LLC
INCREASED
Shares10,806 from 8,663
Change+2,143 (+25%)
Value$399.3K (+$174.5K)
Filed 2026-10-13
Independent Financial Group, LLC
INCREASED
Shares10,714 from 10,529
Change+185 (+2%)
Value$395.9K (+$122.7K)
Filed 2026-10-13
US Bancorp \de\
DECREASED
Shares10,637 from 11,181
Change-544 (-5%)
Value$393.0K (+$102.9K)
Filed 2026-11-05
Certior Financial Group, LLC
DECREASED
Shares10,606 from 10,607
Change-1 (0%)
Value$391.9K (+$116.6K)
Filed 2026-10-19
Reap Financial Group, LLC
INCREASED
Shares10,511 from 4,080
Change+6,431 (+158%)
Value$388.4K (+$282.5K)
Filed 2026-11-02
Armbruster Capital Management, Inc.
NEW
Shares10,453
Change+10,453
Value$386.2K
Filed 2026-10-19
AdvisorNet Financial, Inc
INCREASED
Shares10,349 from 8,423
Change+1,926 (+23%)
Value$373.5K (+$154.9K)
Filed 2026-10-15
Convergence Financial, LLC
DECREASED
Shares10,216 from 20,432
Change-10,216 (-50%)
Value$377.5K (-$152.7K)
Filed 2026-10-27
Wedbush Securities Inc
INCREASED
Shares10,205 from 9,620
Change+585 (+6%)
Value$377.0K (+$127.0K)
Filed 2026-10-22
Almanack Investment Partners, Llc.
DECREASED
Shares9,996 from 24,520
Change-14,524 (-59%)
Value$369.4K (-$266.9K)
Filed 2026-11-03
TME Financial, Inc.
INCREASED
Shares9,953 from 9,479
Change+474 (+5%)
Value$367.8K (+$121.8K)
Filed 2026-10-14
Joel Isaacson & Co., LLC
INCREASED
Shares9,797 from 9,761
Change+36 (+0%)
Value$362.0K (+$108.7K)
Filed 2026-11-05
WoodTrust Financial Corp
UNCHANGED
Shares9,789 from 9,789
Change0 (0%)
Value$362 (-$253.6K)
Filed 2026-10-09
Epiq Partners, LLC
DECREASED
Shares9,700 from 10,200
Change-500 (-5%)
Value$358.4K (+$93.7K)
Filed 2026-10-07
Stewardship Advisors, LLC
UNCHANGED
Shares9,621 from 9,621
Change0 (0%)
Value$355.5K (+$105.8K)
Filed 2026-10-20
Avondale Wealth Management
UNCHANGED
Shares9,584 from 9,584
Change0 (0%)
Value$354.1K (+$105.4K)
Filed 2026-10-15
Mirador Capital Partners LP
NEW
Shares9,227
Change+9,227
Value$340.9K
Filed 2026-10-09
Transce3nd, LLC
NEW
Shares9,128
Change+9,128
Value$340.9K
Filed 2026-10-26
SeaCrest Wealth Management, LLC
NEW
Shares9,058
Change+9,058
Value$334.7K
Filed 2026-10-21
Mcrae Capital Management Inc
UNCHANGED
Shares8,918 from 8,918
Change0 (0%)
Value$329.5K (+$98.1K)
Filed 2026-10-15
Ellsworth Advisors, LLC
UNCHANGED
Shares8,848 from 8,848
Change0 (0%)
Value$326.9K (+$72.8K)
Filed 2026-10-15
Curran Financial Partners, LLC
DECREASED
Shares8,825 from 8,866
Change-41 (0%)
Value$326.1K (+$96.0K)
Filed 2026-11-04
Visionary Wealth Advisors
DECREASED
Shares8,813 from 9,007
Change-194 (-2%)
Value$325.6K (+$91.9K)
Filed 2026-11-04
Concord Wealth Partners
UNCHANGED
Shares8,780 from 8,780
Change0 (0%)
Value$324.4K (+$96.6K)
Filed 2026-11-02
Asset Planning,Inc
UNCHANGED
Shares8,650 from 8,650
Change0 (0%)
Value$319.6K (+$95.2K)
Filed 2026-10-26
Burford Brothers, Inc.
INCREASED
Shares8,548 from 8,531
Change+17 (+0%)
Value$315.8K (+$94.5K)
Filed 2026-10-21
3Edge Asset Management, LP
DECREASED
Shares8,295 from 9,013
Change-718 (-8%)
Value$306.5K (+$72.6K)
Filed 2026-10-30
Lotus Asset Management LLC
UNCHANGED
Shares8,112 from 8,112
Change0 (0%)
Value$299.7K (+$89.2K)
Filed 2026-10-14
StoneX Group Inc.
NEW
Shares8,043
Change+8,043
Value$257.5K
Filed 2026-11-03
Ignite Planners, LLC
NEW
Shares8,033
Change+8,033
Value$301.1K
Filed 2026-10-14
Prime Capital Investment Advisors, LLC
INCREASED
Shares8,001 from 7,858
Change+143 (+2%)
Value$295.6K (+$91.7K)
Filed 2026-10-20
Titleist Asset Management, LLC
UNCHANGED
Shares7,982 from 7,982
Change0 (0%)
Value$294.9K (+$87.8K)
Filed 2026-10-08
Gainplan LLC
NEW
Shares7,873
Change+7,873
Value$290.9K
Filed 2026-10-09
NTV Asset Management LLC
DECREASED
Shares7,333 from 8,173
Change-840 (-10%)
Value$271.0K (+$58.9K)
Filed 2026-10-23
Trek Financial, LLC
NEW
Shares7,277
Change+7,277
Value$268.9K
Filed 2026-10-29
Rose Capital Advisors LLC
NEW
Shares7,159
Change+7,159
Value$264.5K
Filed 2026-11-04
HCR Wealth Advisors
NEW
Shares6,731
Change+6,731
Value$248.7K
Filed 2026-10-15
Elevation Point Wealth Partners, LLC
NEW
Shares6,724
Change+6,724
Value$248.4K
Filed 2026-11-05
VestGen Advisors, LLC
NEW
Shares6,662
Change+6,662
Value$246.2K
Filed 2026-10-27
Finer Wealth Management, Inc.
NEW
Shares6,657
Change+6,657
Value$246.0K
Filed 2026-10-16
Grimes & Co Wealth Management, LLC
NEW
Shares6,566
Change+6,566
Value$242.6K
Filed 2026-10-29
Lanark Financial, Inc.
DECREASED
Shares6,438 from 6,498
Change-60 (-1%)
Value$237.9K (+$69.3K)
Filed 2026-10-26
True Private Wealth Advisors
NEW
Shares6,343
Change+6,343
Value$234.4K
Filed 2026-10-19
HUB Investment Partners, LLC
NEW
Shares6,279
Change+6,279
Value$232.0K
Filed 2026-11-03
Acorn Wealth Advisors, LLC
NEW
Shares6,266
Change+6,266
Value$231.5K
Filed 2026-10-19
Truist Financial Corp
NEW
Shares5,973
Change+5,973
Value$220.7K
Filed 2026-10-30
Victory Financial Group, LLC
NEW
Shares5,919
Change+5,919
Value$218.7K
Filed 2026-10-27
Aurora Private Wealth, Inc.
NEW
Shares5,862
Change+5,862
Value$217.0K
Filed 2026-10-20
Richards, Merrill & Peterson, Inc.
NEW
Shares5,831
Change+5,831
Value$215.5K
Filed 2026-10-19
Tableaux LLC
NEW
Shares5,814
Change+5,814
Value$214.8K
Filed 2026-10-23
HT Partners LLC
NEW
Shares5,813
Change+5,813
Value$214.8K
Filed 2026-10-20
Sapient Capital LLC
NEW
Shares5,799
Change+5,799
Value$214.3K
Filed 2026-10-08
Fiduciary Financial Group, LLC
NEW
Shares5,658
Change+5,658
Value$209.1K
Filed 2026-10-13
NavPoint Financial, Inc.
NEW
Shares5,632
Change+5,632
Value$208.1K
Filed 2026-10-21
Canton Hathaway, LLC
UNCHANGED
Shares5,440 from 5,440
Change0 (0%)
Value$201.0K (+$59.8K)
Filed 2026-10-23
Ares Financial Consulting, LLC
INCREASED
Shares4,804 from 3,324
Change+1,480 (+45%)
Value$177.5K (+$91.3K)
Filed 2026-10-19
Harbor Investment Advisory, LLC
UNCHANGED
Shares4,107 from 4,107
Change0 (0%)
Value$151.8K (+$45.2K)
Filed 2026-10-13
GK Wealth Management LLC
DECREASED
Shares3,892 from 8,780
Change-4,888 (-56%)
Value$143.8K (-$84.0K)
Filed 2026-10-09
Montag A & Associates Inc
DECREASED
Shares3,719 from 6,778
Change-3,059 (-45%)
Value$137.4K (-$38.5K)
Filed 2026-10-29
Gilpin Wealth Management, LLC
UNCHANGED
Shares3,550 from 3,550
Change0 (0%)
Value$131.2K (+$39.1K)
Filed 2026-10-09
Provenance Wealth Advisors, LLC
DECREASED
Shares3,528 from 3,540
Change-12 (0%)
Value$130.4K (+$38.5K)
Filed 2026-10-30
Highline Wealth Partners LLC
UNCHANGED
Shares3,527 from 3,527
Change0 (0%)
Value$130.3K (+$38.8K)
Filed 2026-10-19
Trust Co of Vermont
UNCHANGED
Shares2,968 from 2,968
Change0 (0%)
Value$109.7K (+$32.6K)
Filed 2026-10-21
Financial Management Professionals, Inc.
UNCHANGED
Shares2,792 from 2,792
Change0 (0%)
Value$103.2K (+$30.7K)
Filed 2026-10-23
Parallel Advisors, LLC
INCREASED
Shares2,387 from 2,386
Change+1 (+0%)
Value$88.2K (+$26.3K)
Filed 2026-11-03
Ascentis Independent Advisors
NEW
Shares2,169
Change+2,169
Value$80.1K
Filed 2026-11-03
Horrell Capital Management, Inc.
UNCHANGED
Shares2,109 from 2,109
Change0 (0%)
Value$77.9K (+$23.2K)
Filed 2026-10-08
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares1,950 from 1,950
Change0 (0%)
Value$72.1K (+$21.5K)
Filed 2026-10-23
Wolff Wiese Magana LLC
UNCHANGED
Shares1,783 from 1,783
Change0 (0%)
Value$65.9K (+$19.6K)
Filed 2026-10-15
Gables Capital Management Inc.
DECREASED
Shares1,759 from 1,829
Change-70 (-4%)
Value$65.0K (+$17.5K)
Filed 2026-11-04
Vima LLC
UNCHANGED
Shares1,619 from 1,619
Change0 (0%)
Value$59.8K (+$17.8K)
Filed 2026-10-23
Lodestone Wealth Management LLC
INCREASED
Shares1,421 from 1,321
Change+100 (+8%)
Value$52.5K (+$18.2K)
Filed 2026-10-14
Wealth Analytics Partners, LLC
NEW
Shares1,249
Change+1,249
Value$46.2K
Filed 2026-10-19
Mather Group, Llc.
INCREASED
Shares1,220 from 1,209
Change+11 (+1%)
Value$45.1K (+$13.7K)
Filed 2026-10-14
Compagnie Lombard Odier SCmA
UNCHANGED
Shares1,160 from 1,160
Change0 (0%)
Value$42.9K (+$12.8K)
Filed 2026-11-04
Blue Trust, Inc.
DECREASED
Shares1,150 from 2,904
Change-1,754 (-60%)
Value$42.5K (-$32.9K)
Filed 2026-10-15
Nfsg Corp
UNCHANGED
Shares1,146 from 1,146
Change0 (0%)
Value$42.3K (+$12.6K)
Filed 2026-10-15
SJS Investment Consulting Inc.
UNCHANGED
Shares961 from 961
Change0 (0%)
Value$35.5K (+$10.6K)
Filed 2026-10-26
IMG Wealth Management, Inc.
NEW
Shares830
Change+830
Value$30.7K
Filed 2026-10-27
Keystone Financial Group, Inc.
UNCHANGED
Shares816 from 816
Change0 (0%)
Value$30.2K (+$9.0K)
Filed 2026-10-13
Planning Strategies Inc.
UNCHANGED
Shares785 from 785
Change0 (0%)
Value$29.0K (+$8.6K)
Filed 2026-10-02
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares774 from 774
Change0 (0%)
Value$28.6K (+$8.5K)
Filed 2026-10-30
Kelleher Financial Advisors
DECREASED
Shares764 from 3,920
Change-3,156 (-81%)
Value$28.2K (-$73.5K)
Filed 2026-10-30
Parkside Financial Bank & Trust
INCREASED
Shares746 from 743
Change+3 (+0%)
Value$27.6K (+$8.3K)
Filed 2026-10-27
DeDora Capital, Inc.
NEW
Shares701
Change+701
Value$25.9K
Filed 2026-10-26
Mainstream Capital Management LLC
NEW
Shares686
Change+686
Value$25.3K
Filed 2026-10-23
Madden Securities Corp
NEW
Shares675
Change+675
Value$24.9K
Filed 2026-10-27
Latitude Advisors, LLC
NEW
Shares666
Change+666
Value$24.6K
Filed 2026-10-27
TD Waterhouse Canada Inc.
INCREASED
Shares575 from 465
Change+110 (+24%)
Value$21.5K (+$9.2K)
Filed 2026-10-16
Bay Harbor Wealth Management, LLC
UNCHANGED
Shares558 from 558
Change0 (0%)
Value$20.6K (+$6.1K)
Filed 2026-11-03
Central Trust Co
UNCHANGED
Shares535 from 535
Change0 (0%)
Value$19.8K (+$5.9K)
Filed 2026-11-05
North Star Investment Management Corp.
UNCHANGED
Shares510 from 510
Change0 (0%)
Value$18.8K (+$5.6K)
Filed 2026-10-27
Compass Financial Management LLC
UNCHANGED
Shares508 from 508
Change0 (0%)
Value$18.8K (+$4.3K)
Filed 2026-10-30
GS Investments, Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$18.5K (+$5.5K)
Filed 2026-11-05
Rydar Equities, Inc.
NEW
Shares450
Change+450
Value$16.6K
Filed 2026-10-13
American Capital Advisory, LLC
UNCHANGED
Shares426 from 426
Change0 (0%)
Value$15.7K (+$4.7K)
Filed 2026-10-28
Ascentis Wealth Management, LLC
INCREASED
Shares420 from 27
Change+393 (+1456%)
Value$15.5K (+$14.8K)
Filed 2026-11-03
Chilton Capital Management LLC
UNCHANGED
Shares415 from 415
Change0 (0%)
Value$15.3K (+$4.6K)
Filed 2026-10-28
Glass Jacobson Investment Advisors llc
DECREASED
Shares408 from 7,684
Change-7,276 (-95%)
Value$15.1K (-$184.3K)
Filed 2026-10-26
Tsfg, LLC
DECREASED
Shares376 from 4,899
Change-4,523 (-92%)
Value$14.0K (-$113.0K)
Filed 2026-10-23
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares365 from 365
Change0 (0%)
Value$13.5K (+$4.0K)
Filed 2026-11-03
Mcdonald Partners LLC
UNCHANGED
Shares341 from 341
Change0 (0%)
Value$12.6K (+$3.8K)
Filed 2026-11-03
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares302 from 302
Change0 (0%)
Value$11.2K (+$3.3K)
Filed 2026-10-27
Pathway Financial Advisers, LLC
NEW
Shares296
Change+296
Value$10.9K
Filed 2026-10-27
Yankcom Partnership
UNCHANGED
Shares280 from 280
Change0 (0%)
Value$10.3K (+$3.1K)
Filed 2026-10-15
Polaris Financial Partners
NEW
Shares276
Change+276
Value$17
Filed 2026-10-02
Tompkins Financial Corp
UNCHANGED
Shares228 from 228
Change0 (0%)
Value$8.4K (+$2.5K)
Filed 2026-10-05
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares214 from 214
Change0 (0%)
Value$7.9K (+$2.4K)
Filed 2026-11-04
William Mack & Associates, Inc.
NEW
Shares200
Change+200
Value$7.4K
Filed 2026-10-27
Beacon Investment Advisory Services, Inc.
DECREASED
Shares200 from 206
Change-6 (-3%)
Value$7.4K (+$2.1K)
Filed 2026-10-13
Atwood & Palmer Inc
UNCHANGED
Shares197 from 197
Change0 (0%)
Value$7.3K (+$2.2K)
Filed 2026-10-08
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares195 from 475
Change-280 (-59%)
Value$7.2K (-$5.1K)
Filed 2026-10-14
MTM Investment Management, LLC
UNCHANGED
Shares195 from 195
Change0 (0%)
Value$7.2K (+$2.1K)
Filed 2026-10-30
Burk Holdings LLC
UNCHANGED
Shares185 from 185
Change0 (0%)
Value$6.8K (+$2.0K)
Filed 2026-11-05
Golden State Wealth Management, LLC
UNCHANGED
Shares182 from 182
Change0 (0%)
Value$6.7K (+$2.0K)
Filed 2026-11-02
Arlington Trust Co LLC
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$6.7K (+$2.0K)
Filed 2026-10-20
Wilkerson Advisory Group LLC
DECREASED
Shares168 from 188
Change-20 (-11%)
Value$6.2K (+$1.3K)
Filed 2026-10-20
Trust Co
UNCHANGED
Shares155 from 155
Change0 (0%)
Value$5.7K (+$1.7K)
Filed 2026-10-09
Foresight Capital Management Advisors, Inc.
NEW
Shares153
Change+153
Value$5.7K
Filed 2026-10-27
Essential Partners LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$5.5K (+$1.7K)
Filed 2026-10-14
Redwood Park Advisors LLC
UNCHANGED
Shares142 from 142
Change0 (0%)
Value$5.2K (+$1.6K)
Filed 2026-11-02
Creative Financial Designs Inc
UNCHANGED
Shares128 from 128
Change0 (0%)
Value$4.7K (+$1.4K)
Filed 2026-11-04
Jacobi Capital Management LLC
NEW
Shares127
Change+127
Value$4.7K
Filed 2026-11-05
Triumph Capital Management
UNCHANGED
Shares127 from 127
Change0 (0%)
Value$4.7K (+$1.4K)
Filed 2026-10-14
PFS Partners, LLC
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$4.3K (+$1.3K)
Filed 2026-10-21
Hurley Capital, LLC
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$3.8K (+$1.1K)
Filed 2026-11-05
Jnba Financial Advisors
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$3.7K (+$1.1K)
Filed 2026-11-03
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$3.7K (+$1.1K)
Filed 2026-10-16
Main Street Group, LTD
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$3.7K (+$1.1K)
Filed 2026-10-28
Manchester Capital Management LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$3.7K (+$1.1K)
Filed 2026-10-22
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares99 from 99
Change0 (0%)
Value$3.7K (+$1.1K)
Filed 2026-10-23
Hoey Investments, Inc
UNCHANGED
Shares96 from 96
Change0 (0%)
Value$3.5K (+$1.1K)
Filed 2026-10-29
Toth Financial Advisory Corp
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$3.3K (+$968)
Filed 2026-10-08
West Paces Advisors Inc.
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$3.0K (+$880)
Filed 2026-10-13
Holos Integrated Wealth LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$2.9K (+$633)
Filed 2026-10-23
Financial Perspectives, Inc
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$2.8K (+$836)
Filed 2026-11-03
Strengthening Families & Communities, LLC
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$2.6K (+$781)
Filed 2026-10-21
High Note Wealth, LLC
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$2.4K (+$715)
Filed 2026-10-27
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$2.3K (+$682)
Filed 2026-10-20
Oakworth Capital, Inc.
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$2.2K (+$616)
Filed 2026-10-26
Sima Wealth Partners, LLC
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$2.1K (+$627)
Filed 2026-10-19
Financially Speaking Inc
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$2.0K (+$383)
Filed 2026-11-05
Carolina Wealth Advisors, LLC
INCREASED
Shares54 from 47
Change+7 (+15%)
Value$2.0K (+$775)
Filed 2026-10-23
Bullock Wealth Management Group
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$2.0K (+$590)
Filed 2026-10-09
Tradewinds Capital Management, LLC
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$2.0K (+$583)
Filed 2026-10-23
EverSource Wealth Advisors, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$1.8K (+$550)
Filed 2026-11-04
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares45 from 95
Change-50 (-53%)
Value$1.7K (-$802)
Filed 2026-10-05
Nvwm, LLC
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$1.7K (+$495)
Filed 2026-10-14
GHP Investment Advisors, Inc.
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$1.5K (+$451)
Filed 2026-10-15
Key Capital Management, Inc
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$1.5K (+$440)
Filed 2026-11-03
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$1.4K (+$429)
Filed 2026-11-02
Kozak & Associates, Inc.
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$1.3K (+$343)
Filed 2026-10-29
IFS Advisors, LLC
NEW
Shares32
Change+32
Value$1.2K
Filed 2026-10-14
Pacific Center for Financial Services
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$1.2K (+$352)
Filed 2026-10-15
Root Financial Partners, LLC
NEW
Shares30
Change+30
Value$1.1K
Filed 2026-10-21
Versant Capital Management, Inc
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$1.1K (+$330)
Filed 2026-10-02
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$923 (+$274)
Filed 2026-10-27
Vision Financial Markets LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$938 (+$275)
Filed 2026-10-22
Abound Wealth Management
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$887 (+$264)
Filed 2026-10-26
First Community Trust NA
NEW
Shares23
Change+23
Value$850
Filed 2026-10-07
Valley Wealth Managers, Inc.
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$813 (+$242)
Filed 2026-10-09
City Holding Co
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$739 (+$220)
Filed 2026-10-19
Valley National Advisers Inc
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$739 (+$220)
Filed 2026-10-23
Armstrong Advisory Group, Inc
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$739 (+$220)
Filed 2026-10-09
Barrett & Company, Inc.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$739 (+$220)
Filed 2026-10-22
Signature Resources Capital Management, LLC
DECREASED
Shares19 from 309
Change-290 (-94%)
Value$702 (-$7.3K)
Filed 2026-10-16
Evermay Wealth Management LLC
NEW
Shares15
Change+15
Value$555
Filed 2026-11-05
First United Bank & Trust
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$517 (+$154)
Filed 2026-10-22
Laurel Wealth Advisors LLC
NEW
Shares13
Change+13
Value$481
Filed 2026-10-27
Thompson Investment Management, Inc.
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$443 (+$132)
Filed 2026-10-14
Gen-Wealth Partners Inc
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$370 (+$110)
Filed 2026-11-04
Nemes Rush Group LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$370 (+$110)
Filed 2026-11-04
Financial Consulate, Inc
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$296 (+$88)
Filed 2026-10-23
Eukles Asset Management
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$185 (+$55)
Filed 2026-11-04
Hager Investment Management Services, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$185 (+$55)
Filed 2026-11-04
Lynch Investment Planning, LLC
NEW
Shares4
Change+4
Value$148
Filed 2026-10-27
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$148 (+$44)
Filed 2026-10-16
Bfsg, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$111 (+$33)
Filed 2026-10-30
Albion Financial Group
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$74 (+$22)
Filed 2026-10-21
WPG Advisers, LLC
NEW
Shares1
Change+1
Value$37
Filed 2026-10-27
Rossby Financial, LCC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$37 (+$11)
Filed 2026-11-05
SteelPeak Wealth, LLC
CLOSED
Shares0 from 585,796
Change-585,796 (-100%)
Value$0 (-$15.2M)
Filed 2026-10-16
GFS Advisors, LLC
CLOSED
Shares0 from 421,760
Change-421,760 (-100%)
Value$0 (-$13.0K)
Filed 2026-11-03
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 205,477
Change-205,477 (-100%)
Value$0 (-$5.3M)
Filed 2026-10-27
Sentinel Trust Co LBA
CLOSED
Shares0 from 26,271
Change-26,271 (-100%)
Value$0 (-$682)
Filed 2026-11-03
Bank of New York Mellon Corp
CLOSED
Shares0 from 22,962
Change-22,962 (-100%)
Value$0 (-$595.9K)
Filed 2026-11-05
Valeo Financial Advisors, LLC
CLOSED
Shares0 from 21,350
Change-21,350 (-100%)
Value$0 (-$554.0K)
Filed 2026-10-08
Great Point Wealth Advisors, LLC
CLOSED
Shares0 from 16,712
Change-16,712 (-100%)
Value$0 (-$433.7K)
Filed 2026-10-15
Venture Visionary Partners LLC
CLOSED
Shares0 from 11,434
Change-11,434 (-100%)
Value$0 (-$296.7K)
Filed 2026-10-07
Family Office Research LLC
CLOSED
Shares0 from 10,250
Change-10,250 (-100%)
Value$0 (-$266.0K)
Filed 2026-10-14
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 9,457
Change-9,457 (-100%)
Value$0 (-$245.4K)
Filed 2026-10-21
Cornerstone Planning Group LLC
CLOSED
Shares0 from 3,280
Change-3,280 (-100%)
Value$0 (-$95.6K)
Filed 2026-10-16
International Assets Investment Management, LLC
CLOSED
Shares0 from 776
Change-776 (-100%)
Value$0 (-$20.6K)
Filed 2026-11-02
Gill Capital Partners, LLC
CLOSED
Shares0 from 258
Change-258 (-100%)
Value$0 (-$6.7K)
Filed 2026-10-13
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 188
Change-188 (-100%)
Value$0 (-$4.9K)
Filed 2026-10-29
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 132
Change-132 (-100%)
Value$0 (-$3.4K)
Filed 2026-10-26
MCF Advisors LLC
CLOSED
Shares0 from 104
Change-104 (-100%)
Value$0 (-$2.7K)
Filed 2026-10-28
Salem Investment Counselors Inc
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$2.6K)
Filed 2026-10-13
Covestor Ltd
CLOSED
Shares0 from 90
Change-90 (-100%)
Value$0 (-$2)
Filed 2026-10-30
Axiom Investment Management LLC
CLOSED
Shares0 from 34
Change-34 (-100%)
Value$0 (-$882)
Filed 2026-11-03
CoreCap Advisors, LLC
CLOSED
Shares0 from 32
Change-32 (-100%)
Value$0 (-$830)
Filed 2026-10-08
LifeSteps Financial, Inc.
CLOSED
Shares0 from 24
Change-24 (-100%)
Value$0 (-$623)
Filed 2026-10-15
Avion Wealth
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 ($0)
Filed 2026-11-04
Activest Wealth Management
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-10-15
Horizon Kinetics Asset Management LLC
N/A
Shares— from 6,067,993
Change-6,067,993 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,564,896
Change-2,564,896 (-100%)
Value—
Emory University
N/A
Shares— from 1,354,148
Change-1,354,148 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 1,093,783
Change-1,093,783 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 859,068
Change-859,068 (-100%)
Value—
Kaleidoscope Capital LP
N/A
Shares— from 637,727
Change-637,727 (-100%)
Value—
Ovata Capital Management Ltd
N/A
Shares— from 551,872
Change-551,872 (-100%)
Value—
ParaFi Capital LP
N/A
Shares— from 520,000
Change-520,000 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 517,836
Change-517,836 (-100%)
Value—
Betterment LLC
N/A
Shares— from 385,238
Change-385,238 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 381,271
Change-381,271 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 360,740
Change-360,740 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 359,999
Change-359,999 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 351,755
Change-351,755 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 330,202
Change-330,202 (-100%)
Value—
EagleClaw Capital Managment, LLC
N/A
Shares— from 320,872
Change-320,872 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 286,710
Change-286,710 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 273,410
Change-273,410 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 256,832
Change-256,832 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 252,904
Change-252,904 (-100%)
Value—
Reliant Wealth Planning
N/A
Shares— from 186,312
Change-186,312 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 168,492
Change-168,492 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 165,079
Change-165,079 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 161,725
Change-161,725 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 161,265
Change-161,265 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 154,323
Change-154,323 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 145,717
Change-145,717 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 144,683
Change-144,683 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 127,533
Change-127,533 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 123,284
Change-123,284 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 122,160
Change-122,160 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 109,411
Change-109,411 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 99,464
Change-99,464 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 90,831
Change-90,831 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 90,419
Change-90,419 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 86,440
Change-86,440 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 83,504
Change-83,504 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 69,462
Change-69,462 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 66,567
Change-66,567 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 57,410
Change-57,410 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 56,638
Change-56,638 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 54,057
Change-54,057 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 50,245
Change-50,245 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 48,919
Change-48,919 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 46,584
Change-46,584 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 46,541
Change-46,541 (-100%)
Value—
Werba Rubin Papier Wealth Management
N/A
Shares— from 45,151
Change-45,151 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 44,368
Change-44,368 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 44,298
Change-44,298 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 44,233
Change-44,233 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 44,114
Change-44,114 (-100%)
Value—
Gem Investment Advisors, LLC
N/A
Shares— from 41,617
Change-41,617 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 37,833
Change-37,833 (-100%)
Value—
EQ Wealth Advisors, LLC
N/A
Shares— from 37,330
Change-37,330 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 33,876
Change-33,876 (-100%)
Value—
Chase Investment Counsel Corp
N/A
Shares— from 33,000
Change-33,000 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 32,503
Change-32,503 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 31,455
Change-31,455 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 28,222
Change-28,222 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 27,819
Change-27,819 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 26,996
Change-26,996 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 26,509
Change-26,509 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 26,140
Change-26,140 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 25,951
Change-25,951 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 25,473
Change-25,473 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 24,829
Change-24,829 (-100%)
Value—
Lakewood Capital Management, LP
N/A
Shares— from 24,700
Change-24,700 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 24,263
Change-24,263 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 24,176
Change-24,176 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 22,905
Change-22,905 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 22,683
Change-22,683 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 21,443
Change-21,443 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 21,440
Change-21,440 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 21,388
Change-21,388 (-100%)
Value—
&partners
N/A
Shares— from 21,230
Change-21,230 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 20,682
Change-20,682 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 20,126
Change-20,126 (-100%)
Value—
Broadhurst Jeffrey B
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 19,666
Change-19,666 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 19,205
Change-19,205 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 19,114
Change-19,114 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 18,996
Change-18,996 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 18,906
Change-18,906 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 17,964
Change-17,964 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 17,858
Change-17,858 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 17,779
Change-17,779 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 17,498
Change-17,498 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 16,802
Change-16,802 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 16,786
Change-16,786 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 15,849
Change-15,849 (-100%)
Value—
Iconiq Capital, LLC
N/A
Shares— from 15,586
Change-15,586 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 15,414
Change-15,414 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 15,356
Change-15,356 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 15,171
Change-15,171 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 14,851
Change-14,851 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 14,423
Change-14,423 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 13,874
Change-13,874 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 13,705
Change-13,705 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 12,752
Change-12,752 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 12,072
Change-12,072 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 11,969
Change-11,969 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 11,618
Change-11,618 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 11,591
Change-11,591 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 11,588
Change-11,588 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 11,383
Change-11,383 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 11,289
Change-11,289 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 11,239
Change-11,239 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 11,144
Change-11,144 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 11,064
Change-11,064 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 10,809
Change-10,809 (-100%)
Value—
Blackhawk Capital Partners, LLC
N/A
Shares— from 10,492
Change-10,492 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 10,273
Change-10,273 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 9,865
Change-9,865 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 9,764
Change-9,764 (-100%)
Value—
Keystone Financial Services, LLC
N/A
Shares— from 9,699
Change-9,699 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 9,455
Change-9,455 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 9,102
Change-9,102 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 8,701
Change-8,701 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 7,355
Change-7,355 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 6,419
Change-6,419 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 5,726
Change-5,726 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 5,256
Change-5,256 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 4,301
Change-4,301 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 3,386
Change-3,386 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 3,375
Change-3,375 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 3,322
Change-3,322 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 3,307
Change-3,307 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 3,074
Change-3,074 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 2,781
Change-2,781 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 2,630
Change-2,630 (-100%)
Value—
Alamea Verwaltungs GmbH
N/A
Shares— from 2,325
Change-2,325 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 2,221
Change-2,221 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 1,989
Change-1,989 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,955
Change-1,955 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,926
Change-1,926 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 1,817
Change-1,817 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 1,686
Change-1,686 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 1,644
Change-1,644 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,566
Change-1,566 (-100%)
Value—
EFG International AG
N/A
Shares— from 1,550
Change-1,550 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 1,272
Change-1,272 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 1,092
Change-1,092 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 1,009
Change-1,009 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 997
Change-997 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 967
Change-967 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 927
Change-927 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 879
Change-879 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 873
Change-873 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 842
Change-842 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 796
Change-796 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 675
Change-675 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 595
Change-595 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 572
Change-572 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 569
Change-569 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 540
Change-540 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 472
Change-472 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 471
Change-471 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 436
Change-436 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 432
Change-432 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 400
Change-400 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 399
Change-399 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 392
Change-392 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 373
Change-373 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 371
Change-371 (-100%)
Value—
FMR LLC
N/A
Shares— from 346
Change-346 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 320
Change-320 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 280
Change-280 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 265
Change-265 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 262
Change-262 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 255
Change-255 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 250
Change-250 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 236
Change-236 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 220
Change-220 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 207
Change-207 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 205
Change-205 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 201
Change-201 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 174
Change-174 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 172
Change-172 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 166
Change-166 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 135
Change-135 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 109
Change-109 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 100
Change-100 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 97
Change-97 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 96
Change-96 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 88
Change-88 (-100%)
Value—
Dixon Mitchell Investment Counsel Inc.
N/A
Shares— from 85
Change-85 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 83
Change-83 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 60
Change-60 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 58
Change-58 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 52
Change-52 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 44
Change-44 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 43
Change-43 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 32
Change-32 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 22
Change-22 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 6
Change-6 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Bullish
UNCHANGED4,523,9634,523,96300%$117.4M$167.2M+$49.8M2026-10-27
Paragon Advisors, LLC
DECREASED1,273,1081,306,342-33,234-3%$33.9M$47.0M+$13.1M2026-11-03
Sloy Dahl & Holst, LLC
INCREASED960,694954,568+6,126+1%$24.8M$35.5M+$10.7M2026-10-14
Verde Capital Management
INCREASED368,934320,526+48,408+15%$8.3M$13.6M+$5.3M2026-10-28
Imc-Chicago, LLC
NEW327,967—+327,967——$12.1M—2026-11-05
Heritage Family Offices, LLP
INCREASED236,964205,477+31,487+15%$5.3M$8.8M+$3.4M2026-11-02
Matauro, LLC
INCREASED181,858170,767+11,091+6%$4.4M$6.7M+$2.3M2026-11-03
VVR Holdings LLC
INCREASED174,622168,908+5,714+3%$4.4M$6.5M+$2.1M2026-10-19
Assetmark, Inc
DECREASED173,209173,925-7160%$4.5M$6.4M+$1.9M2026-10-21
Kestra Advisory Services, LLC
INCREASED170,337161,416+8,921+6%$4.2M$6.3M+$2.1M2026-11-02
ShoreHaven Wealth Partners, LLC
INCREASED155,176145,908+9,268+6%$3.8M$5.7M+$1.9M2026-10-16
Riversedge Advisors, LLC
DECREASED140,932141,650-718-1%$3.7M$5.2M+$1.5M2026-10-09
Meitav Investment House LTD
DECREASED140,769141,129-3600%$3.7M$5.2M+$1.5M2026-10-28
Beaumont Financial Advisors, LLC
DECREASED140,229145,081-4,852-3%$3.8M$5.2M+$1.4M2026-10-22
Financial Security Advisor, Inc.
DECREASED138,973142,916-3,943-3%$3.7M$5.1M+$1.4M2026-11-03
HFG Wealth Management, LLC
UNCHANGED118,551118,55100%$3.1M$3.1M$02026-10-16
Cushing Capital Partners, LLC
INCREASED117,041106,264+10,777+10%$2.8M$4.3M+$1.6M2026-10-20
Weil Company, Inc.
INCREASED101,06489,011+12,053+14%$2.3M$3.7M+$1.4M2026-10-14
Cambridge Investment Research Advisors, Inc.
DECREASED100,882143,395-42,513-30%$3.7M$3.7M+$7.0K2026-11-02
Abacus Planning Group, Inc.
UNCHANGED99,24999,24900%$2.6M$3.7M+$1.1M2026-11-02
Kingswood Wealth Advisors, LLC
INCREASED98,59077,221+21,369+28%$2.0M$3.6M+$1.6M2026-10-23
Elevate Capital Advisors, LLC
INCREASED97,35384,447+12,906+15%$2.2M$3.6M+$1.4M2026-11-02
Centurion Wealth Management LLC
INCREASED94,47092,440+2,030+2%$2.4M$3.5M+$1.1M2026-10-13
R. W. Roge & Company, Inc.
INCREASED91,44387,238+4,205+5%$2.3M$3.4M+$1.1M2026-11-04
Tuttle Capital Management, LLC
NEW90,100—+90,100——$3.3M—2026-10-21
MAD River Investors
UNCHANGED81,51781,51700%$2.1M$3.0M+$896.7K2026-10-27
Quadcap Wealth Management, LLC
INCREASED73,96773,612+355+0%$1.9M$2.7M+$822.8K2026-11-02
RHL Group, LLC
NEW67,023—+67,023——$2.5M—2026-11-04
Balboa Wealth Partners
INCREASED65,67858,318+7,360+13%$1.5M$2.4M+$913.5K2026-10-20
Commonwealth Equity Services, LLC
DECREASED64,66169,336-4,675-7%$1.8M$2.4M+$590.0K2026-11-02
Foundation Wealth Management, LLC
INCREASED64,15538,858+25,297+65%$1.0M$2.4M+$1.4M2026-10-22
Aries Wealth Management
DECREASED63,80664,542-736-1%$1.7M$2.4M+$682.8K2026-10-23
B. Riley Wealth Advisors, Inc.
NEW60,734—+60,734——$2.2M—2026-10-13
FFG Partners, LLC
DECREASED59,27263,232-3,960-6%$1.6M$2.2M+$549.2K2026-10-15
Farther Finance Advisors, LLC
INCREASED59,05748,748+10,309+21%$1.3M$2.2M+$917.0K2026-10-08
Pettinga Financial Advisors LLC
INCREASED57,96157,053+908+2%$1.5M$2.1M+$661.1K2026-10-13
Thryve Wealth Management LLC
DECREASED53,57960,314-6,735-11%$1.6M$2.0M+$414.6K2026-10-09
McKinley Carter Wealth Services, Inc.
DECREASED53,01353,040-270%$1.4M$2.0M+$582.4K2026-10-16
Lido Advisors, LLC
INCREASED49,94144,504+5,437+12%$1.2M$1.8M+$690.4K2026-11-04
TigerOak Management, L.L.C.
INCREASED49,68242,643+7,039+17%$1.1M$1.8M+$729.2K2026-10-23
180 Wealth Advisors, LLC
INCREASED48,32417,981+30,343+169%$466.6K$1.8M+$1.3M2026-11-03
Creative Planning
DECREASED44,18744,819-632-1%$1.2M$1.6M+$469.6K2026-11-02
Traphagen Investment Advisors LLC
DECREASED41,31642,245-929-2%$1.1M$1.5M+$430.4K2026-10-14
Interchange Capital Partners, LLC
INCREASED40,67436,907+3,767+10%$957.7K$1.5M+$590.1K2026-10-28
Retirement Financial Solutions, LLC
INCREASED39,29137,115+2,176+6%$963.1K$1.5M+$488.7K2026-10-20
Signaturefd, LLC
INCREASED38,34538,318+27+0%$994.4K$1.4M+$422.5K2026-10-23
Upper Left Wealth Management, LLC
DECREASED38,22743,315-5,088-12%$1.1M$1.4M+$288.5K2026-10-14
Cooper Financial Group
DECREASED37,49137,686-195-1%$978.0K$1.4M+$407.3K2026-10-07
Samalin Investment Counsel, LLC
NEW37,316—+37,316——$1.4M—2026-10-23
Wealth Enhancement Advisory Services, LLC
DECREASED36,73939,780-3,041-8%$1.1M$1.3M+$202.4K2026-10-13
RHS Financial, LLC
INCREASED36,71124,347+12,364+51%$631.8K$1.4M+$724.7K2026-10-13
Pekin Hardy Strauss, Inc.
DECREASED36,21443,786-7,572-17%$1.1M$1.3M+$201.9K2026-11-02
ATX Financial Planning, LLC
DECREASED35,68542,839-7,154-17%$1.1M$1.3M+$206.9K2026-10-14
Claro Advisors Inc.
DECREASED33,79633,957-1610%$881.2K$1.2M+$367.6K2026-11-02
SMI Advisory Services, LLC
NEW33,296—+33,296——$1.2M—2026-10-13
Concurrent Investment Advisors, LLC
INCREASED31,74218,526+13,216+71%$480.8K$1.2M+$692.1K2026-10-16
Diligent Investors, LLC
DECREASED31,01433,713-2,699-8%$874.9K$1.1M+$271.1K2026-10-21
Unique Wealth, LLC
NEW30,722—+30,722——$1.1M—2026-10-16
Guild Investment Management, Inc.
INCREASED30,64018,440+12,200+66%$478.5K$1.1M+$653.6K2026-11-03
IFP Advisors, Inc
INCREASED30,03223,535+6,497+28%$610.7K$1.1M+$498.9K2026-10-16
Eagle Global Advisors LLC
INCREASED29,00025,600+3,400+13%$664.3K$1.1M+$407.2K2026-11-02
Birch Hill Investment Advisors LLC
UNCHANGED27,76127,76100%$720.4K$1.0M+$305.4K2026-10-16
WealthPlan Investment Management, LLC
NEW27,224—+27,224——$1.0M—2026-10-15
Acorn Financial Advisory Services Inc
DECREASED23,83624,116-280-1%$625.8K$880.7K+$254.9K2026-11-02
SLT Holdings LLC
DECREASED23,68224,182-500-2%$627.5K$875.1K+$247.5K2026-10-15
Joseph P. Lucia & Associates, LLC
DECREASED23,41923,589-170-1%$612.1K$865.3K+$253.2K2026-10-30
Bokf, NA
UNCHANGED22,63522,63500%$587.4K$836.4K+$249.0K2026-10-27
Johnson & White Wealth Management, LLC
DECREASED22,27922,444-165-1%$582.4K$823.2K+$240.8K2026-11-03
Bison Wealth, LLC
INCREASED22,04417,692+4,352+25%$498.6K$806.4K+$307.8K2026-10-13
Simplex Trading, LLC
NEW21,580—+21,580——$797.4K—2026-11-04
Once Capital Management, LLC
UNCHANGED21,54021,54000%$559.0K$795.9K+$236.9K2026-11-02
Cyndeo Wealth Partners, LLC
DECREASED21,53523,592-2,057-9%$612.2K$795.7K+$183.5K2026-10-16
Gallacher Capital Management LLC
DECREASED19,73232,157-12,425-39%$834.5K$729.1K-$105.4K2026-10-30
LMG Wealth Partners, LLC
DECREASED19,64026,263-6,623-25%$681.5K$725.7K+$44.2K2026-11-05
Kaizen Financial Strategies
DECREASED19,29019,558-268-1%$518.5K$712.8K+$194.3K2026-10-09
Midwest Trust Co
DECREASED18,94918,999-500%$493.0K$700.2K+$207.1K2026-10-22
AWM Capital, LLC
INCREASED18,37418,344+30+0%$476.0K$678.9K+$202.9K2026-10-16
KCM Investment Advisors LLC
NEW18,350—+18,350——$678.0K—2026-10-27
Bernardo Wealth Planning LLC
INCREASED18,2529,126+9,126+100%$236.8K$674.4K+$437.6K2026-10-23
Firestone Capital Management
INCREASED18,03511,525+6,510+56%$299.1K$666.4K+$367.3K2026-11-03
Wealthcare Advisory Partners LLC
INCREASED17,46812,576+4,892+39%$326.3K$645.4K+$319.1K2026-10-21
Haven Private, LLC
INCREASED17,12715,310+1,817+12%$397.3K$632.8K+$235.5K2026-10-27
Soltis Investment Advisors LLC
DECREASED17,09717,102-50%$443.8K$631.7K+$187.9K2026-10-28
New York Life Investment Management LLC
NEW16,418—+16,418——$606.6K—2026-11-04
Simon Quick Advisors, LLC
NEW16,200—+16,200——$598.6K—2026-10-26
MGO One Seven LLC
DECREASED15,60515,695-90-1%$407.3K$576.6K+$169.3K2026-10-28
Three Magnolias Financial Advisors, LLC
INCREASED15,08612,720+2,366+19%$330.1K$557.4K+$227.3K2026-10-14
Spire Wealth Management
DECREASED14,92516,504-1,579-10%$428.3K$551.5K+$123.2K2026-10-30
Citrine Capital LLC
UNCHANGED14,90114,90100%$386.7K$550.6K+$163.9K2026-10-14
Sage Mountain Advisors LLC
INCREASED14,84413,339+1,505+11%$346.1K$548.5K+$202.3K2026-11-02
Kestra Private Wealth Services, LLC
INCREASED14,58913,887+702+5%$360.4K$539.1K+$178.7K2026-10-30
Alterna Wealth Management, Inc
UNCHANGED14,56014,56000%$377.8K$538.0K+$160.2K2026-10-27
Brookstone Capital Management
INCREASED14,47313,148+1,325+10%$341.2K$534.8K+$193.6K2026-10-22
Carnegie Investment Counsel
DECREASED14,39614,595-199-1%$378.7K$531.9K+$153.2K2026-10-20
Westco Advisory Services Inc
UNCHANGED14,33414,33400%$372.0K$529.6K+$157.7K2026-10-14
Sage Financial Group Inc
NEW13,812—+13,812——$510.4K—2026-10-27
Atria Investments, Inc
INCREASED13,37410,570+2,804+27%$274.3K$494.2K+$219.9K2026-10-15
Legacy Wealth Asset Management, LLC
DECREASED13,33214,883-1,551-10%$386.2K$492.6K+$106.4K2026-10-09
Sowell Financial Services LLC
DECREASED13,26613,274-80%$344.5K$490.2K+$145.7K2026-10-23
Meridian Wealth Management, LLC
DECREASED13,04215,181-2,139-14%$393.9K$481.9K+$88.0K2026-11-05
Choreo, LLC
DECREASED12,76514,369-1,604-11%$372.9K$471.6K+$98.8K2026-10-28
Richardson Capital Management LLC
UNCHANGED12,46512,46500%$323.5K$460.6K+$137.1K2026-10-23
Park Avenue Securities LLC
INCREASED12,30212,086+216+2%$314.0K$455.0K+$141.0K2026-10-26
Harel Insurance Investments & Financial Services Ltd.
DECREASED12,17112,448-277-2%$323.0K$450.0K+$127.0K2026-11-02
Innovative Advisory Group, LLC
DECREASED11,77612,065-289-2%$313.1K$435.1K+$122.0K2026-10-13
Fagan Associates, Inc.
DECREASED11,71311,874-161-1%$308.1K$432.8K+$124.7K2026-10-13
Chicago Partners Investment Group LLC
INCREASED11,67211,660+12+0%$333.9K$418.9K+$85.0K2026-10-27
Compass Ion Advisors, LLC
UNCHANGED11,54711,54700%$299.6K$426.7K+$127.0K2026-10-23
Cap Partners, LLC
NEW11,515—+11,515——$425.5K—2026-10-19
Larson Financial Group LLC
DECREASED11,18713,789-2,602-19%$357.8K$413.4K+$55.5K2026-11-05
Fifth Third Bancorp
DECREASED10,81914,432-3,613-25%$374.5K$399.8K+$25.3K2026-11-05
Dynamic Advisor Solutions LLC
INCREASED10,8068,663+2,143+25%$224.8K$399.3K+$174.5K2026-10-13
Independent Financial Group, LLC
INCREASED10,71410,529+185+2%$273.2K$395.9K+$122.7K2026-10-13
US Bancorp \de\
DECREASED10,63711,181-544-5%$290.1K$393.0K+$102.9K2026-11-05
Certior Financial Group, LLC
DECREASED10,60610,607-10%$275.3K$391.9K+$116.6K2026-10-19
Reap Financial Group, LLC
INCREASED10,5114,080+6,431+158%$105.9K$388.4K+$282.5K2026-11-02
Armbruster Capital Management, Inc.
NEW10,453—+10,453——$386.2K—2026-10-19
AdvisorNet Financial, Inc
INCREASED10,3498,423+1,926+23%$218.6K$373.5K+$154.9K2026-10-15
Convergence Financial, LLC
DECREASED10,21620,432-10,216-50%$530.2K$377.5K-$152.7K2026-10-27
Wedbush Securities Inc
INCREASED10,2059,620+585+6%$250.0K$377.0K+$127.0K2026-10-22
Almanack Investment Partners, Llc.
DECREASED9,99624,520-14,524-59%$636.3K$369.4K-$266.9K2026-11-03
TME Financial, Inc.
INCREASED9,9539,479+474+5%$246.0K$367.8K+$121.8K2026-10-14
Joel Isaacson & Co., LLC
INCREASED9,7979,761+36+0%$253.3K$362.0K+$108.7K2026-11-05
WoodTrust Financial Corp
UNCHANGED9,7899,78900%$254.0K$362-$253.6K2026-10-09
Epiq Partners, LLC
DECREASED9,70010,200-500-5%$264.7K$358.4K+$93.7K2026-10-07
Stewardship Advisors, LLC
UNCHANGED9,6219,62100%$249.7K$355.5K+$105.8K2026-10-20
Avondale Wealth Management
UNCHANGED9,5849,58400%$248.7K$354.1K+$105.4K2026-10-15
Mirador Capital Partners LP
NEW9,227—+9,227——$340.9K—2026-10-09
Transce3nd, LLC
NEW9,128—+9,128——$340.9K—2026-10-26
SeaCrest Wealth Management, LLC
NEW9,058—+9,058——$334.7K—2026-10-21
Mcrae Capital Management Inc
UNCHANGED8,9188,91800%$231.4K$329.5K+$98.1K2026-10-15
Ellsworth Advisors, LLC
UNCHANGED8,8488,84800%$254.1K$326.9K+$72.8K2026-10-15
Curran Financial Partners, LLC
DECREASED8,8258,866-410%$230.1K$326.1K+$96.0K2026-11-04
Visionary Wealth Advisors
DECREASED8,8139,007-194-2%$233.7K$325.6K+$91.9K2026-11-04
Concord Wealth Partners
UNCHANGED8,7808,78000%$227.8K$324.4K+$96.6K2026-11-02
Asset Planning,Inc
UNCHANGED8,6508,65000%$224.5K$319.6K+$95.2K2026-10-26
Burford Brothers, Inc.
INCREASED8,5488,531+17+0%$221.4K$315.8K+$94.5K2026-10-21
3Edge Asset Management, LP
DECREASED8,2959,013-718-8%$233.9K$306.5K+$72.6K2026-10-30
Lotus Asset Management LLC
UNCHANGED8,1128,11200%$210.5K$299.7K+$89.2K2026-10-14
StoneX Group Inc.
NEW8,043—+8,043——$257.5K—2026-11-03
Ignite Planners, LLC
NEW8,033—+8,033——$301.1K—2026-10-14
Prime Capital Investment Advisors, LLC
INCREASED8,0017,858+143+2%$203.9K$295.6K+$91.7K2026-10-20
Titleist Asset Management, LLC
UNCHANGED7,9827,98200%$207.1K$294.9K+$87.8K2026-10-08
Gainplan LLC
NEW7,873—+7,873——$290.9K—2026-10-09
NTV Asset Management LLC
DECREASED7,3338,173-840-10%$212.1K$271.0K+$58.9K2026-10-23
Trek Financial, LLC
NEW7,277—+7,277——$268.9K—2026-10-29
Rose Capital Advisors LLC
NEW7,159—+7,159——$264.5K—2026-11-04
HCR Wealth Advisors
NEW6,731—+6,731——$248.7K—2026-10-15
Elevation Point Wealth Partners, LLC
NEW6,724—+6,724——$248.4K—2026-11-05
VestGen Advisors, LLC
NEW6,662—+6,662——$246.2K—2026-10-27
Finer Wealth Management, Inc.
NEW6,657—+6,657——$246.0K—2026-10-16
Grimes & Co Wealth Management, LLC
NEW6,566—+6,566——$242.6K—2026-10-29
Lanark Financial, Inc.
DECREASED6,4386,498-60-1%$168.6K$237.9K+$69.3K2026-10-26
True Private Wealth Advisors
NEW6,343—+6,343——$234.4K—2026-10-19
HUB Investment Partners, LLC
NEW6,279—+6,279——$232.0K—2026-11-03
Acorn Wealth Advisors, LLC
NEW6,266—+6,266——$231.5K—2026-10-19
Truist Financial Corp
NEW5,973—+5,973——$220.7K—2026-10-30
Victory Financial Group, LLC
NEW5,919—+5,919——$218.7K—2026-10-27
Aurora Private Wealth, Inc.
NEW5,862—+5,862——$217.0K—2026-10-20
Richards, Merrill & Peterson, Inc.
NEW5,831—+5,831——$215.5K—2026-10-19
Tableaux LLC
NEW5,814—+5,814——$214.8K—2026-10-23
HT Partners LLC
NEW5,813—+5,813——$214.8K—2026-10-20
Sapient Capital LLC
NEW5,799—+5,799——$214.3K—2026-10-08
Fiduciary Financial Group, LLC
NEW5,658—+5,658——$209.1K—2026-10-13
NavPoint Financial, Inc.
NEW5,632—+5,632——$208.1K—2026-10-21
Canton Hathaway, LLC
UNCHANGED5,4405,44000%$141.2K$201.0K+$59.8K2026-10-23
Ares Financial Consulting, LLC
INCREASED4,8043,324+1,480+45%$86.3K$177.5K+$91.3K2026-10-19
Harbor Investment Advisory, LLC
UNCHANGED4,1074,10700%$106.6K$151.8K+$45.2K2026-10-13
GK Wealth Management LLC
DECREASED3,8928,780-4,888-56%$227.8K$143.8K-$84.0K2026-10-09
Montag A & Associates Inc
DECREASED3,7196,778-3,059-45%$175.9K$137.4K-$38.5K2026-10-29
Gilpin Wealth Management, LLC
UNCHANGED3,5503,55000%$92.1K$131.2K+$39.1K2026-10-09
Provenance Wealth Advisors, LLC
DECREASED3,5283,540-120%$91.9K$130.4K+$38.5K2026-10-30
Highline Wealth Partners LLC
UNCHANGED3,5273,52700%$91.5K$130.3K+$38.8K2026-10-19
Trust Co of Vermont
UNCHANGED2,9682,96800%$77.0K$109.7K+$32.6K2026-10-21
Financial Management Professionals, Inc.
UNCHANGED2,7922,79200%$72.5K$103.2K+$30.7K2026-10-23
Parallel Advisors, LLC
INCREASED2,3872,386+1+0%$61.9K$88.2K+$26.3K2026-11-03
Ascentis Independent Advisors
NEW2,169—+2,169——$80.1K—2026-11-03
Horrell Capital Management, Inc.
UNCHANGED2,1092,10900%$54.7K$77.9K+$23.2K2026-10-08
Wilmington Savings Fund Society, FSB
UNCHANGED1,9501,95000%$50.6K$72.1K+$21.5K2026-10-23
Wolff Wiese Magana LLC
UNCHANGED1,7831,78300%$46.3K$65.9K+$19.6K2026-10-15
Gables Capital Management Inc.
DECREASED1,7591,829-70-4%$47.5K$65.0K+$17.5K2026-11-04
Vima LLC
UNCHANGED1,6191,61900%$42.0K$59.8K+$17.8K2026-10-23
Lodestone Wealth Management LLC
INCREASED1,4211,321+100+8%$34.3K$52.5K+$18.2K2026-10-14
Wealth Analytics Partners, LLC
NEW1,249—+1,249——$46.2K—2026-10-19
Mather Group, Llc.
INCREASED1,2201,209+11+1%$31.4K$45.1K+$13.7K2026-10-14
Compagnie Lombard Odier SCmA
UNCHANGED1,1601,16000%$30.1K$42.9K+$12.8K2026-11-04
Blue Trust, Inc.
DECREASED1,1502,904-1,754-60%$75.4K$42.5K-$32.9K2026-10-15
Nfsg Corp
UNCHANGED1,1461,14600%$29.7K$42.3K+$12.6K2026-10-15
SJS Investment Consulting Inc.
UNCHANGED96196100%$24.9K$35.5K+$10.6K2026-10-26
IMG Wealth Management, Inc.
NEW830—+830——$30.7K—2026-10-27
Keystone Financial Group, Inc.
UNCHANGED81681600%$21.2K$30.2K+$9.0K2026-10-13
Planning Strategies Inc.
UNCHANGED78578500%$20.4K$29.0K+$8.6K2026-10-02
Smallwood Wealth Investment Management, LLC
UNCHANGED77477400%$20.1K$28.6K+$8.5K2026-10-30
Kelleher Financial Advisors
DECREASED7643,920-3,156-81%$101.7K$28.2K-$73.5K2026-10-30
Parkside Financial Bank & Trust
INCREASED746743+3+0%$19.3K$27.6K+$8.3K2026-10-27
DeDora Capital, Inc.
NEW701—+701——$25.9K—2026-10-26
Mainstream Capital Management LLC
NEW686—+686——$25.3K—2026-10-23
Madden Securities Corp
NEW675—+675——$24.9K—2026-10-27
Latitude Advisors, LLC
NEW666—+666——$24.6K—2026-10-27
TD Waterhouse Canada Inc.
INCREASED575465+110+24%$12.3K$21.5K+$9.2K2026-10-16
Bay Harbor Wealth Management, LLC
UNCHANGED55855800%$14.5K$20.6K+$6.1K2026-11-03
Central Trust Co
UNCHANGED53553500%$13.9K$19.8K+$5.9K2026-11-05
North Star Investment Management Corp.
UNCHANGED51051000%$13.2K$18.8K+$5.6K2026-10-27
Compass Financial Management LLC
UNCHANGED50850800%$14.4K$18.8K+$4.3K2026-10-30
GS Investments, Inc.
UNCHANGED50050000%$13.0K$18.5K+$5.5K2026-11-05
Rydar Equities, Inc.
NEW450—+450——$16.6K—2026-10-13
American Capital Advisory, LLC
UNCHANGED42642600%$11.1K$15.7K+$4.7K2026-10-28
Ascentis Wealth Management, LLC
INCREASED42027+393+1456%$700$15.5K+$14.8K2026-11-03
Chilton Capital Management LLC
UNCHANGED41541500%$10.8K$15.3K+$4.6K2026-10-28
Glass Jacobson Investment Advisors llc
DECREASED4087,684-7,276-95%$199.4K$15.1K-$184.3K2026-10-26
Tsfg, LLC
DECREASED3764,899-4,523-92%$127.0K$14.0K-$113.0K2026-10-23
LFA - Lugano Financial Advisors SA
UNCHANGED36536500%$9.5K$13.5K+$4.0K2026-11-03
Mcdonald Partners LLC
UNCHANGED34134100%$8.8K$12.6K+$3.8K2026-11-03
Pinnacle Wealth Planning Services, Inc.
UNCHANGED30230200%$7.8K$11.2K+$3.3K2026-10-27
Pathway Financial Advisers, LLC
NEW296—+296——$10.9K—2026-10-27
Yankcom Partnership
UNCHANGED28028000%$7.3K$10.3K+$3.1K2026-10-15
Polaris Financial Partners
NEW276—+276——$17—2026-10-02
Tompkins Financial Corp
UNCHANGED22822800%$5.9K$8.4K+$2.5K2026-10-05
Plante Moran Financial Advisors, LLC
UNCHANGED21421400%$5.6K$7.9K+$2.4K2026-11-04
William Mack & Associates, Inc.
NEW200—+200——$7.4K—2026-10-27
Beacon Investment Advisory Services, Inc.
DECREASED200206-6-3%$5.3K$7.4K+$2.1K2026-10-13
Atwood & Palmer Inc
UNCHANGED19719700%$5.1K$7.3K+$2.2K2026-10-08
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED195475-280-59%$12.3K$7.2K-$5.1K2026-10-14
MTM Investment Management, LLC
UNCHANGED19519500%$5.1K$7.2K+$2.1K2026-10-30
Burk Holdings LLC
UNCHANGED18518500%$4.8K$6.8K+$2.0K2026-11-05
Golden State Wealth Management, LLC
UNCHANGED18218200%$4.7K$6.7K+$2.0K2026-11-02
Arlington Trust Co LLC
UNCHANGED18018000%$4.7K$6.7K+$2.0K2026-10-20
Wilkerson Advisory Group LLC
DECREASED168188-20-11%$4.9K$6.2K+$1.3K2026-10-20
Trust Co
UNCHANGED15515500%$4.0K$5.7K+$1.7K2026-10-09
Foresight Capital Management Advisors, Inc.
NEW153—+153——$5.7K—2026-10-27
Essential Partners LLC
UNCHANGED15015000%$3.9K$5.5K+$1.7K2026-10-14
Redwood Park Advisors LLC
UNCHANGED14214200%$3.7K$5.2K+$1.6K2026-11-02
Creative Financial Designs Inc
UNCHANGED12812800%$3.3K$4.7K+$1.4K2026-11-04
Jacobi Capital Management LLC
NEW127—+127——$4.7K—2026-11-05
Triumph Capital Management
UNCHANGED12712700%$3.3K$4.7K+$1.4K2026-10-14
PFS Partners, LLC
UNCHANGED11511500%$3.0K$4.3K+$1.3K2026-10-21
Hurley Capital, LLC
UNCHANGED10310300%$2.7K$3.8K+$1.1K2026-11-05
Jnba Financial Advisors
UNCHANGED10010000%$2.6K$3.7K+$1.1K2026-11-03
Pension & Wealth Management Advisors, Inc.
UNCHANGED10010000%$2.6K$3.7K+$1.1K2026-10-16
Main Street Group, LTD
UNCHANGED10010000%$2.6K$3.7K+$1.1K2026-10-28
Manchester Capital Management LLC
UNCHANGED10010000%$2.6K$3.7K+$1.1K2026-10-22
Dhjj Financial Advisors, Ltd.
UNCHANGED999900%$2.6K$3.7K+$1.1K2026-10-23
Hoey Investments, Inc
UNCHANGED969600%$2.5K$3.5K+$1.1K2026-10-29
Toth Financial Advisory Corp
UNCHANGED888800%$2.3K$3.3K+$9682026-10-08
West Paces Advisors Inc.
UNCHANGED808000%$2.1K$3.0K+$8802026-10-13
Holos Integrated Wealth LLC
UNCHANGED808000%$2.3K$2.9K+$6332026-10-23
Financial Perspectives, Inc
UNCHANGED767600%$2.0K$2.8K+$8362026-11-03
Strengthening Families & Communities, LLC
UNCHANGED717100%$1.8K$2.6K+$7812026-10-21
High Note Wealth, LLC
UNCHANGED656500%$1.7K$2.4K+$7152026-10-27
Atlantic Edge Private Wealth Management, LLC
UNCHANGED626200%$1.6K$2.3K+$6822026-10-20
Oakworth Capital, Inc.
UNCHANGED595900%$1.6K$2.2K+$6162026-10-26
Sima Wealth Partners, LLC
UNCHANGED575700%$1.5K$2.1K+$6272026-10-19
Financially Speaking Inc
UNCHANGED555500%$1.7K$2.0K+$3832026-11-05
Carolina Wealth Advisors, LLC
INCREASED5447+7+15%$1.2K$2.0K+$7752026-10-23
Bullock Wealth Management Group
UNCHANGED545400%$1.4K$2.0K+$5902026-10-09
Tradewinds Capital Management, LLC
UNCHANGED535300%$1.4K$2.0K+$5832026-10-23
EverSource Wealth Advisors, LLC
UNCHANGED505000%$1.3K$1.8K+$5502026-11-04
MassMutual Private Wealth & Trust, FSB
DECREASED4595-50-53%$2.5K$1.7K-$8022026-10-05
Nvwm, LLC
UNCHANGED454500%$1.2K$1.7K+$4952026-10-14
GHP Investment Advisors, Inc.
UNCHANGED414100%$1.1K$1.5K+$4512026-10-15
Key Capital Management, Inc
UNCHANGED404000%$1.0K$1.5K+$4402026-11-03
Quest 10 Wealth Builders, Inc.
UNCHANGED393900%$1.0K$1.4K+$4292026-11-02
Kozak & Associates, Inc.
UNCHANGED363600%$954$1.3K+$3432026-10-29
IFS Advisors, LLC
NEW32—+32——$1.2K—2026-10-14
Pacific Center for Financial Services
UNCHANGED323200%$831$1.2K+$3522026-10-15
Root Financial Partners, LLC
NEW30—+30——$1.1K—2026-10-21
Versant Capital Management, Inc
UNCHANGED303000%$779$1.1K+$3302026-10-02
Comprehensive Financial Planning, Inc.
UNCHANGED252500%$649$923+$2742026-10-27
Vision Financial Markets LLC
UNCHANGED252500%$663$938+$2752026-10-22
Abound Wealth Management
UNCHANGED242400%$623$887+$2642026-10-26
First Community Trust NA
NEW23—+23——$850—2026-10-07
Valley Wealth Managers, Inc.
UNCHANGED222200%$571$813+$2422026-10-09
City Holding Co
UNCHANGED202000%$519$739+$2202026-10-19
Valley National Advisers Inc
UNCHANGED202000%$519$739+$2202026-10-23
Armstrong Advisory Group, Inc
UNCHANGED202000%$519$739+$2202026-10-09
Barrett & Company, Inc.
UNCHANGED202000%$519$739+$2202026-10-22
Signature Resources Capital Management, LLC
DECREASED19309-290-94%$8.0K$702-$7.3K2026-10-16
Evermay Wealth Management LLC
NEW15—+15——$555—2026-11-05
First United Bank & Trust
UNCHANGED141400%$363$517+$1542026-10-22
Laurel Wealth Advisors LLC
NEW13—+13——$481—2026-10-27
Thompson Investment Management, Inc.
UNCHANGED121200%$311$443+$1322026-10-14
Gen-Wealth Partners Inc
UNCHANGED101000%$260$370+$1102026-11-04
Nemes Rush Group LLC
UNCHANGED101000%$260$370+$1102026-11-04
Financial Consulate, Inc
UNCHANGED8800%$208$296+$882026-10-23
Eukles Asset Management
UNCHANGED5500%$130$185+$552026-11-04
Hager Investment Management Services, LLC
UNCHANGED5500%$130$185+$552026-11-04
Lynch Investment Planning, LLC
NEW4—+4——$148—2026-10-27
DiNuzzo Private Wealth, Inc.
UNCHANGED4400%$104$148+$442026-10-16
Bfsg, LLC
UNCHANGED3300%$78$111+$332026-10-30
Albion Financial Group
UNCHANGED2200%$52$74+$222026-10-21
WPG Advisers, LLC
NEW1—+1——$37—2026-10-27
Rossby Financial, LCC
UNCHANGED1100%$26$37+$112026-11-05
SteelPeak Wealth, LLC
CLOSED0585,796-585,796-100%$15.2M$0-$15.2M2026-10-16
GFS Advisors, LLC
CLOSED0421,760-421,760-100%$13.0K$0-$13.0K2026-11-03
Pacific Excel Wealth Advisors, Inc.
CLOSED0205,477-205,477-100%$5.3M$0-$5.3M2026-10-27
Sentinel Trust Co LBA
CLOSED026,271-26,271-100%$682$0-$6822026-11-03
Bank of New York Mellon Corp
CLOSED022,962-22,962-100%$595.9K$0-$595.9K2026-11-05
Valeo Financial Advisors, LLC
CLOSED021,350-21,350-100%$554.0K$0-$554.0K2026-10-08
Great Point Wealth Advisors, LLC
CLOSED016,712-16,712-100%$433.7K$0-$433.7K2026-10-15
Venture Visionary Partners LLC
CLOSED011,434-11,434-100%$296.7K$0-$296.7K2026-10-07
Family Office Research LLC
CLOSED010,250-10,250-100%$266.0K$0-$266.0K2026-10-14
Axxcess Wealth Management, LLC
CLOSED09,457-9,457-100%$245.4K$0-$245.4K2026-10-21
Cornerstone Planning Group LLC
CLOSED03,280-3,280-100%$95.6K$0-$95.6K2026-10-16
International Assets Investment Management, LLC
CLOSED0776-776-100%$20.6K$0-$20.6K2026-11-02
Gill Capital Partners, LLC
CLOSED0258-258-100%$6.7K$0-$6.7K2026-10-13
Spectrum Wealth Advisory Group, LLC
CLOSED0188-188-100%$4.9K$0-$4.9K2026-10-29
Commonwealth Retirement Investments LLC
CLOSED0132-132-100%$3.4K$0-$3.4K2026-10-26
MCF Advisors LLC
CLOSED0104-104-100%$2.7K$0-$2.7K2026-10-28
Salem Investment Counselors Inc
CLOSED0100-100-100%$2.6K$0-$2.6K2026-10-13
Covestor Ltd
CLOSED090-90-100%$2$0-$22026-10-30
Axiom Investment Management LLC
CLOSED034-34-100%$882$0-$8822026-11-03
CoreCap Advisors, LLC
CLOSED032-32-100%$830$0-$8302026-10-08
LifeSteps Financial, Inc.
CLOSED024-24-100%$623$0-$6232026-10-15
Avion Wealth
CLOSED02-2-100%$0$0$02026-11-04
Activest Wealth Management
CLOSED000—$0$0$02026-10-15
Horizon Kinetics Asset Management LLC
N/A—6,067,993-6,067,993-100%$157.5M———
Wells Fargo & Company
N/A—2,564,896-2,564,896-100%$66.6M———
Emory University
N/A—1,354,148-1,354,148-100%$35.1M———
Tidal Investments LLC
N/A—1,093,783-1,093,783-100%$28.4M———
Morgan Stanley
N/A—859,068-859,068-100%$22.3M———
Kaleidoscope Capital LP
N/A—637,727-637,727-100%$16.5M———
Ovata Capital Management Ltd
N/A—551,872-551,872-100%$14.3M———
ParaFi Capital LP
N/A—520,000-520,000-100%$13.5M———
Steward Partners Investment Advisory, LLC
N/A—517,836-517,836-100%$13.4M———
Betterment LLC
N/A—385,238-385,238-100%$10.0M———
NewEdge Wealth, LLC
N/A—381,271-381,271-100%$9.9M———
LPL Financial LLC
N/A—360,740-360,740-100%$9.4M———
HighTower Advisors, LLC
N/A—359,999-359,999-100%$9.3M———
Pasadena Private Wealth, LLC
N/A—351,755-351,755-100%$9.1M———
Apriem Advisors
N/A—330,202-330,202-100%$8.6M———
EagleClaw Capital Managment, LLC
N/A—320,872-320,872-100%$8.3M———
MML Investors Services, LLC
N/A—286,710-286,710-100%$7.4M———
Envestnet Asset Management Inc
N/A—273,410-273,410-100%$7.1M———
Millennium Management LLC
N/A—256,832-256,832-100%$6.7M———
Mariner, LLC
N/A—252,904-252,904-100%$6.6M———
Reliant Wealth Planning
N/A—186,312-186,312-100%$4.8M———
Cresset Asset Management, LLC
N/A—168,492-168,492-100%$4.4M———
Virtu Financial LLC
N/A—165,079-165,079-100%$4.3M———
Exit Wealth Advisors, Llc.
N/A—161,725-161,725-100%$4.2M———
Moors & Cabot, Inc.
N/A—161,265-161,265-100%$4.2M———
Stonebrook Private Inc.
N/A—154,323-154,323-100%$4.0M———
JPMorgan Chase & Co
N/A—145,717-145,717-100%$3.9M———
Ascension Capital Advisors, Inc.
N/A—144,683-144,683-100%$3.8M———
Franklin Resources Inc
N/A—127,533-127,533-100%$3.3M———
One Charles Private Wealth Services, LLC
N/A—123,284-123,284-100%$3.2M———
Renaissance Technologies LLC
N/A—122,160-122,160-100%$3.2M———
Qube Research & Technologies Ltd
N/A—109,411-109,411-100%$2.8M———
Merit Financial Group, LLC
N/A—99,464-99,464-100%$2.6M———
Focus Partners Wealth
N/A—90,831-90,831-100%$2.4M———
Susquehanna International Group, LLP
N/A—90,419-90,419-100%$2.3M———
Bank of America Corp
N/A—86,440-86,440-100%$2.2M———
Aptus Capital Advisors, LLC
N/A—83,504-83,504-100%$2.2M———
Northwestern Mutual Wealth Management Co
N/A—69,462-69,462-100%$1.8M———
Citadel Advisors LLC
N/A—66,567-66,567-100%$1.7M———
Wealthfront Advisers LLC
N/A—57,410-57,410-100%$1.5M———
Fielder Capital Group LLC
N/A—56,638-56,638-100%$1.5M———
Cetera Investment Advisers
N/A—54,057-54,057-100%$1.4M———
Cerity Partners LLC
N/A—50,245-50,245-100%$1.3M———
Theory Financial LLC
N/A—48,919-48,919-100%$1.3M———
Addison Capital Co
N/A—46,584-46,584-100%$1.2M———
Savant Capital, LLC
N/A—46,541-46,541-100%$1.2M———
Werba Rubin Papier Wealth Management
N/A—45,151-45,151-100%$1.2M———
Van Hulzen Asset Management, LLC
N/A—44,368-44,368-100%$1.2M———
Summit Financial, LLC
N/A—44,298-44,298-100%$1.1M———
Red Door Wealth Management, LLC
N/A—44,233-44,233-100%$1.1M———
Waterloo Capital, L.P.
N/A—44,114-44,114-100%$1.1M———
Gem Investment Advisors, LLC
N/A—41,617-41,617-100%$1.1M———
Advisory Services Network, LLC
N/A—37,833-37,833-100%$981.8K———
EQ Wealth Advisors, LLC
N/A—37,330-37,330-100%$968.7K———
Captrust Financial Advisors
N/A—33,876-33,876-100%$879.1K———
Chase Investment Counsel Corp
N/A—33,000-33,000-100%$856.0K———
Sankala Group LLC
N/A—32,503-32,503-100%$929.7K———
Centaurus Financial, Inc.
N/A—31,455-31,455-100%$816.0K———
RBF Capital, LLC
N/A—30,000-30,000-100%$778.5K———
Waverly Advisors, LLC
N/A—28,222-28,222-100%$732.4K———
Arete Wealth Advisors, LLC
N/A—27,819-27,819-100%$721.9K———
Savvy Advisors, Inc.
N/A—26,996-26,996-100%$700.5K———
Proficio Capital Partners LLC
N/A—26,509-26,509-100%$687.9K———
Mercer Global Advisors Inc
N/A—26,140-26,140-100%$678.3K———
Sequoia Financial Advisors, LLC
N/A—25,951-25,951-100%$673.4K———
Berger Financial Group, Inc
N/A—25,473-25,473-100%$661.0K———
Foundations Investment Advisors, LLC
N/A—24,829-24,829-100%$644.3K———
Lakewood Capital Management, LP
N/A—24,700-24,700-100%$641.0K———
Migdal Insurance & Financial Holdings Ltd.
N/A—24,263-24,263-100%$727.6K———
Bleakley Financial Group, LLC
N/A—24,176-24,176-100%$627.4K———
Goldman Sachs Group Inc
N/A—22,905-22,905-100%$594.4K———
Integrated Wealth Concepts LLC
N/A—22,683-22,683-100%$588.6K———
Flow Traders U.S. LLC
N/A—21,443-21,443-100%$556.0K———
Condor Capital Management
N/A—21,440-21,440-100%$556.4K———
United Capital Financial Advisors, LLC
N/A—21,388-21,388-100%$555.4K———
&partners
N/A—21,230-21,230-100%$550.9K———
Intellectus Partners, LLC
N/A—20,682-20,682-100%$536.7K———
Arax Advisory Partners
N/A—20,126-20,126-100%$522.3K———
Broadhurst Jeffrey B
N/A—20,000-20,000-100%$519.0K———
Global Retirement Partners, LLC
N/A—19,666-19,666-100%$510.3K———
AE Wealth Management LLC
N/A—19,205-19,205-100%$498.4K———
Benson Wealth Management Inc
N/A—19,114-19,114-100%$496.0K———
Wealthspire Advisors, LLC
N/A—18,996-18,996-100%$492.9K———
Coastal Bridge Advisors, LLC
N/A—18,906-18,906-100%$490.6K———
Raymond James Financial Inc
N/A—17,964-17,964-100%$466.2K———
Advyzon Investment Management, LLC
N/A—17,858-17,858-100%$463.4K———
Beacon Pointe Advisors, LLC
N/A—17,779-17,779-100%$461.4K———
Independent Advisor Alliance
N/A—17,498-17,498-100%$454.1K———
Quantinno Capital Management LP
N/A—16,802-16,802-100%$436.0K———
Northern Trust Corp
N/A—16,786-16,786-100%$435.6K———
Geneos Wealth Management Inc.
N/A—15,849-15,849-100%$411.3K———
Iconiq Capital, LLC
N/A—15,586-15,586-100%$404.5K———
Osaic Holdings, Inc.
N/A—15,414-15,414-100%$400.0K———
RED Reef Advisors LLC
N/A—15,356-15,356-100%$398.5K———
SCS Capital Management LLC
N/A—15,171-15,171-100%$393.7K———
Stratos Wealth Advisors, LLC
N/A—14,851-14,851-100%$385.4K———
Fiduciary Trust Co
N/A—14,423-14,423-100%$374.3K———
J. M. Brown & Associates Inc.
N/A—13,874-13,874-100%$360.0K———
Holderness Investments Co
N/A—13,705-13,705-100%$355.6K———
Keystone Financial Group
N/A—12,752-12,752-100%$330.9K———
Ancora Advisors LLCA
N/A—12,072-12,072-100%$313.3K———
Manhattan West Asset Management, LLC
N/A—11,969-11,969-100%$310.6K———
LaSalle St. Investment Advisors, LLC
N/A—11,618-11,618-100%$301.5K———
CIBC Bancorp USA Inc.
N/A—11,591-11,591-100%$300.8K———
Freestone Capital Holdings, LLC
N/A—11,588-11,588-100%$300.7K———
Pathstone Holdings, LLC
N/A—11,383-11,383-100%$295.4K———
EP Wealth Advisors, LLC
N/A—11,289-11,289-100%$293.0K———
Smithfield Trust Co
N/A—11,239-11,239-100%$291.0K———
Stifel Financial Corp
N/A—11,144-11,144-100%$289.2K———
Mosaic Family Wealth Partners, LLC
N/A—11,064-11,064-100%$287.1K———
Smith, Moore & Co.
N/A—10,809-10,809-100%$280.5K———
Blackhawk Capital Partners, LLC
N/A—10,492-10,492-100%$272.3K———
Runnymede Capital Advisors, Inc.
N/A—10,273-10,273-100%$266.6K———
Benjamin Edwards Inc
N/A—9,865-9,865-100%$255.9K———
Bank of Montreal
N/A—9,764-9,764-100%$253.4K———
Keystone Financial Services, LLC
N/A—9,699-9,699-100%$251.7K———
Brown Advisory Inc
N/A—9,455-9,455-100%$245.4K———
Ausdal Financial Partners, Inc.
N/A—9,102-9,102-100%$236.2K———
CreativeOne Wealth, LLC
N/A—8,701-8,701-100%$225.8K———
PNC Financial Services Group, Inc.
N/A—7,355-7,355-100%$190.9K———
UMB Bank, n.a.
N/A—6,419-6,419-100%$166.6K———
Allworth Financial LP
N/A—5,726-5,726-100%$148.6K———
Hills Bank & Trust Co
N/A—5,256-5,256-100%$136.4K———
Royal Bank of Canada
N/A—4,301-4,301-100%$112.0K———
Rothschild Investment LLC
N/A—3,386-3,386-100%$87.9K———
BFC Planning, Inc.
N/A—3,375-3,375-100%$87.6K———
Quent Capital, LLC
N/A—3,322-3,322-100%$87.1K———
Smartleaf Asset Management LLC
N/A—3,307-3,307-100%$88.3K———
Bogart Wealth, LLC
N/A—3,074-3,074-100%$79.8K———
Clearstead Advisors, LLC
N/A—2,781-2,781-100%$72.2K———
Mcguire Capital Advisors Inc
N/A—2,630-2,630-100%$68.2K———
Alamea Verwaltungs GmbH
N/A—2,325-2,325-100%$60.3K———
Copia Wealth Management
N/A—2,221-2,221-100%$57.6K———
Kerr Financial Planning Corp
N/A—1,989-1,989-100%$51.6K———
Atlantic Union Bankshares Corp
N/A—1,955-1,955-100%$50.7K———
NewEdge Advisors, LLC
N/A—1,926-1,926-100%$50.0K———
PlanVest Financial, Inc
N/A—1,817-1,817-100%$47.2K———
VSM Wealth Advisory, LLC
N/A—1,686-1,686-100%$43.8K———
Beaird Harris Wealth Management, LLC
N/A—1,644-1,644-100%$42.7K———
UBS Group AG
N/A—1,566-1,566-100%$40.6K———
EFG International AG
N/A—1,550-1,550-100%$40.2K———
SouthState Bank Corp
N/A—1,272-1,272-100%$33.0K———
MRP Capital Investments, LLC
N/A—1,092-1,092-100%$28.3K———
Silicon Valley Capital Partners
N/A—1,009-1,009-100%$26.2K———
Strategic Wealth Partners, Ltd.
N/A—997-997-100%$25.9K———
Bessemer Group Inc
N/A—967-967-100%$25.0K———
Harbour Investments, Inc.
N/A—927-927-100%$24.1K———
HHM Wealth Advisors, LLC
N/A—879-879-100%$22.8K———
Abound Financial, LLC
N/A—873-873-100%$22.7K———
Jackson, Grant Investment Advisers, Inc.
N/A—842-842-100%$21.9K———
Westfuller Advisors, LLC
N/A—796-796-100%$20.7K———
Caldwell Sutter Capital, Inc.
N/A—675-675-100%$17.5K———
Huntington National Bank
N/A—595-595-100%$15.4K———
Fiduciary Financial Advisors
N/A—572-572-100%$14.8K———
Caitlin John, LLC
N/A—569-569-100%$14.8K———
Rockefeller Capital Management L.P.
N/A—540-540-100%$14.0K———
Measured Wealth Private Client Group, LLC
N/A—472-472-100%$12.2K———
LRI Investments, LLC
N/A—471-471-100%$12.2K———
Whittier Trust Co
N/A—436-436-100%$12.3K———
Colonial Trust Advisors
N/A—432-432-100%$11.2K———
Avalon Trust Co
N/A—400-400-100%$10.4K———
IFG Advisory, LLC
N/A—399-399-100%$10.4K———
Aventura Private Wealth, LLC
N/A—392-392-100%$10.2K———
SOA Wealth Advisors, Llc.
N/A—373-373-100%$9.7K———
Strategic Investment Solutions, Inc.
N/A—371-371-100%$9.6K———
FMR LLC
N/A—346-346-100%$9.0K———
Vision Retirement, LLC
N/A—320-320-100%$8.3K———
Roble, Belko & Company, Inc
N/A—280-280-100%$7———
Continuum Advisory, LLC
N/A—265-265-100%$6.9K———
BlackRock, Inc.
N/A—262-262-100%$6.8K———
Federation des caisses Desjardins du Quebec
N/A—255-255-100%$6.6K———
Nova Wealth Management, Inc.
N/A—250-250-100%$6.5K———
JDM Financial Group LLC
N/A—236-236-100%$6.1K———
Brown Brothers Harriman & Co
N/A—220-220-100%$5.7K———
Jones Financial Companies Lllp
N/A—207-207-100%$5.5K———
Strive Financial Group,LLC
N/A—205-205-100%$5.3K———
Dunhill Financial, LLC
N/A—201-201-100%$5.2K———
Walsh & Associates, LLC
N/A—200-200-100%$5.2K———
Truvestments Capital LLC
N/A—200-200-100%$5.2K———
Intesa Sanpaolo S.p.A.
N/A—174-174-100%$4.5K———
Turim 21 Investimentos Ltda.
N/A—172-172-100%$4.5K———
ST Germain D J Co Inc
N/A—166-166-100%$4.3K———
CVA Family Office, LLC
N/A—135-135-100%$3.5K———
Tidemark, LLC
N/A—109-109-100%$2.8K———
National Bank of Canada
N/A—100-100-100%$2.6K———
Osbon Capital Management LLC
N/A—97-97-100%$2.5K———
Delta Asset Management LLC
N/A—96-96-100%$2.5K———
Forum Finance Group S.A.
N/A—88-88-100%$2———
Dixon Mitchell Investment Counsel Inc.
N/A—85-85-100%$2.2K———
Bartlett & Co. Wealth Management LLC
N/A—83-83-100%$2.2K———
IMA Advisory Services, Inc.
N/A—60-60-100%$1.6K———
Tower Research Capital LLC (TRC)
N/A—58-58-100%$1.5K———
Crewe Advisors LLC
N/A—52-52-100%$1.4K———
Kilter Group LLC
N/A—50-50-100%$1.3K———
Financial Life Planners
N/A—44-44-100%$1.1K———
Swan Capital LLC
N/A—44-44-100%$1.1K———
Private Wealth Asset Management, LLC
N/A—43-43-100%$1.1K———
Burnham & Co LLC
N/A—40-40-100%$1.0K———
Godfrey Financial Associates, Inc.
N/A—32-32-100%$830———
Capital Analysts, LLC
N/A—26-26-100%$1———
N.E.W. Advisory Services LLC
N/A—24-24-100%$623———
Heritage Wealth Advisors
N/A—22-22-100%$571———
Boreal Capital Management LLC
N/A—20-20-100%$519———
Graney & King, LLC
N/A—20-20-100%$519———
Westend Capital Management, LLC
N/A—20-20-100%$519———
Cheviot Value Management, LLC
N/A—16-16-100%$415———
Ankerstar Wealth, LLC
N/A—14-14-100%$363———
Front Row Advisors LLC
N/A—10-10-100%$281———
Game Plan Financial Advisors, LLC
N/A—10-10-100%$260———
Allied Private Wealth LLC
N/A—9-9-100%$247———
Danske Bank A/S
N/A—6-6-100%$156———
Colonial Trust Co / SC
N/A—2-2-100%$52———
Frazier Financial Advisors, LLC
N/A—2-2-100%$52———
Showing 528 of 528 institutions