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Immunitybio Inc (IBRX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
SEB Asset Management AB
UNCHANGED
Shares2,447,150 from 2,447,150
Change0 (0%)
Value$23.1M (+$1.7M)
Filed 2026-11-04
Principal Financial Group Inc
INCREASED
Shares1,737,724 from 29,558
Change+1,708,166 (+5779%)
Value$16.4M (+$16.1M)
Filed 2026-11-02
Bank of New York Mellon Corp
INCREASED
Shares1,316,423 from 1,314,760
Change+1,663 (+0%)
Value$12.4M (+$916.3K)
Filed 2026-11-05
Pictet Asset Management Holding SA
DECREASED
Shares832,486 from 847,659
Change-15,173 (-2%)
Value$7.4M (-$47.8K)
Filed 2026-11-03
Allen Holding Inc
UNCHANGED
Shares687,571 from 687,571
Change0 (0%)
Value$6.5M (+$471.0K)
Filed 2026-11-03
Kercheville Advisors, LLC
DECREASED
Shares613,385 from 644,685
Change-31,300 (-5%)
Value$5.8M (+$146.1K)
Filed 2026-10-19
D.A. Davidson & Co.
INCREASED
Shares541,963 from 538,924
Change+3,039 (+1%)
Value$5.1M (+$397.9K)
Filed 2026-10-28
Sheets Smith Wealth Management
UNCHANGED
Shares512,572 from 512,572
Change0 (0%)
Value$4.8M (+$351.1K)
Filed 2026-10-16
State of Michigan Retirement System
NEW
Shares500,000
Change+500,000
Value$4.7M
Filed 2026-10-27
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares409,749 from 403,910
Change+5,839 (+1%)
Value$3.9M (+$331.8K)
Filed 2026-10-13
Plancorp, LLC
DECREASED
Shares386,040 from 396,354
Change-10,314 (-3%)
Value$3.2M (+$112.7K)
Filed 2026-11-03
Dimensional Fund Advisors LP
INCREASED
Shares309,030 from 136,632
Change+172,398 (+126%)
Value$2.9M (+$1.7M)
Filed 2026-11-04
Citigroup Inc
DECREASED
Shares280,552 from 550,276
Change-269,724 (-49%)
Value$2.6M (-$2.2M)
Filed 2026-11-04
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares241,577 from 188,966
Change+52,611 (+28%)
Value$2.3M (+$626.1K)
Filed 2026-10-16
NIA Impact Advisors, LLC
DECREASED
Shares235,907 from 270,167
Change-34,260 (-13%)
Value$2.2M (-$138.4K)
Filed 2026-11-04
Doliver Advisors, LP
INCREASED
Shares210,000 from 100,000
Change+110,000 (+110%)
Value$2.0M (+$1.1M)
Filed 2026-10-01
Hussman Strategic Advisors, Inc.
INCREASED
Shares210,000 from 147,000
Change+63,000 (+43%)
Value$2.0M (+$695.4K)
Filed 2026-11-02
SBI Securities Co., Ltd.
INCREASED
Shares198,491 from 136,321
Change+62,170 (+46%)
Value$1.9M (+$680.3K)
Filed 2026-10-22
China Universal Asset Management Co., Ltd.
INCREASED
Shares193,379 from 166,687
Change+26,692 (+16%)
Value$1.7M (+$248.2K)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares190,389 from 153,052
Change+37,337 (+24%)
Value$1.8M (+$457.0K)
Filed 2026-11-02
Profund Advisors LLC
INCREASED
Shares179,021 from 176,503
Change+2,518 (+1%)
Value$1.7M (+$144.7K)
Filed 2026-10-29
MFG Wealth Management, Inc.
INCREASED
Shares175,497 from 173,885
Change+1,612 (+1%)
Value$1.7M (+$134.3K)
Filed 2026-10-09
Collective Family Office LLC
INCREASED
Shares161,254 from 157,200
Change+4,054 (+3%)
Value$1.5M (+$146.0K)
Filed 2026-10-05
Commonwealth Equity Services, LLC
INCREASED
Shares145,829 from 143,716
Change+2,113 (+1%)
Value$1.4M (+$118.4K)
Filed 2026-11-02
Torrey Growth & Income Advisors
INCREASED
Shares132,775 from 118,860
Change+13,915 (+12%)
Value$1.2M (+$218.4K)
Filed 2026-11-04
Wealth Effects LLC
UNCHANGED
Shares121,850 from 121,850
Change0 (0%)
Value$1.2M (+$83.5K)
Filed 2026-10-23
State of New Jersey Common Pension Fund D
INCREASED
Shares118,387 from 116,351
Change+2,036 (+2%)
Value$1.1M (+$98.9K)
Filed 2026-11-05
Kestra Advisory Services, LLC
INCREASED
Shares115,410 from 110,630
Change+4,780 (+4%)
Value$1.1M (+$120.9K)
Filed 2026-11-02
Caitong International Asset Management Co., Ltd
INCREASED
Shares114,143 from 5,371
Change+108,772 (+2025%)
Value$1.1M (+$1.0M)
Filed 2026-10-29
B. Riley Wealth Advisors, Inc.
UNCHANGED
Shares113,000 from 113,000
Change0 (0%)
Value$1.1M (+$75.7K)
Filed 2026-10-13
Cutler Investment Counsel LLC
UNCHANGED
Shares111,698 from 111,698
Change0 (0%)
Value$1.1M (+$76.5K)
Filed 2026-10-28
Arizona State Retirement System
INCREASED
Shares103,285 from 99,290
Change+3,995 (+4%)
Value$975.0K (+$105.7K)
Filed 2026-11-03
Regions Financial Corp
UNCHANGED
Shares102,200 from 102,200
Change0 (0%)
Value$964.8K (+$70.0K)
Filed 2026-11-05
Calamos Advisors LLC
NEW
Shares99,292
Change+99,292
Value$937.3K
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares96,973 from 55,055
Change+41,918 (+76%)
Value$915.4K (+$433.4K)
Filed 2026-10-30
Meridian Investment Counsel Inc.
UNCHANGED
Shares96,433 from 96,433
Change0 (0%)
Value$910.3K (+$66.1K)
Filed 2026-10-14
Verity Asset Management, Inc.
DECREASED
Shares90,906 from 96,802
Change-5,896 (-6%)
Value$858.2K (+$10.7K)
Filed 2026-10-30
ProShare Advisors LLC
INCREASED
Shares85,284 from 84,964
Change+320 (+0%)
Value$805.1K (+$61.2K)
Filed 2026-10-29
Creative Planning
DECREASED
Shares81,975 from 138,229
Change-56,254 (-41%)
Value$773.8K (-$436.4K)
Filed 2026-11-02
Davidson Kahn Capital Management, LLC
DECREASED
Shares80,000 from 163,092
Change-83,092 (-51%)
Value$755.2K (-$672.7K)
Filed 2026-10-26
Cherry Creek Investment Advisors, Inc.
INCREASED
Shares76,088 from 74,681
Change+1,407 (+2%)
Value$718.3K (+$64.4K)
Filed 2026-10-14
Virginia Retirement Systems ET Al
INCREASED
Shares76,000 from 74,500
Change+1,500 (+2%)
Value$717.4K (+$65.2K)
Filed 2026-10-28
TigerOak Management, L.L.C.
UNCHANGED
Shares72,368 from 72,368
Change0 (0%)
Value$683.2K (+$49.6K)
Filed 2026-10-23
Bell & Brown Wealth Advisors, LLC
DECREASED
Shares71,550 from 75,050
Change-3,500 (-5%)
Value$675.4K (+$18.4K)
Filed 2026-10-16
Accurate Wealth Management, LLC
INCREASED
Shares70,645 from 70,643
Change+2 (0%)
Value$714.8K (+$88.5K)
Filed 2026-10-20
Retirement Planning Group, LLC
DECREASED
Shares70,222 from 82,742
Change-12,520 (-15%)
Value$662.9K (-$61.5K)
Filed 2026-10-19
Unique Wealth, LLC
UNCHANGED
Shares58,130 from 58,130
Change0 (0%)
Value$548.7K (+$39.8K)
Filed 2026-10-16
Courier Capital LLC
UNCHANGED
Shares56,000 from 56,000
Change0 (0%)
Value$528.6K (+$38.4K)
Filed 2026-10-19
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares54,159 from 46,842
Change+7,317 (+16%)
Value$511.3K (+$101.2K)
Filed 2026-11-03
Grimes & Co Wealth Management, LLC
UNCHANGED
Shares53,307 from 53,307
Change0 (0%)
Value$503.2K (+$36.5K)
Filed 2026-10-29
Visionary Wealth Advisors
DECREASED
Shares46,860 from 49,260
Change-2,400 (-5%)
Value$442.4K (+$11.1K)
Filed 2026-11-04
Wealth Management Partners, LLC
UNCHANGED
Shares39,860 from 39,860
Change0 (0%)
Value$376.3K (+$27.3K)
Filed 2026-10-21
Wolff Wiese Magana LLC
UNCHANGED
Shares37,774 from 37,774
Change0 (0%)
Value$356.6K (+$25.9K)
Filed 2026-10-15
Xponance LLC
DECREASED
Shares36,987 from 37,774
Change-787 (-2%)
Value$349.2K (+$18.4K)
Filed 2026-11-03
Cornerstone Wealth Group, LLC
UNCHANGED
Shares33,704 from 33,704
Change0 (0%)
Value$318.2K (+$23.1K)
Filed 2026-11-02
Crestwood Advisors Group, LLC
DECREASED
Shares32,358 from 34,410
Change-2,052 (-6%)
Value$305.5K (+$4.2K)
Filed 2026-10-27
CIBC Asset Management Inc
UNCHANGED
Shares31,794 from 31,794
Change0 (0%)
Value$300.1K (+$21.8K)
Filed 2026-11-05
Walser Wealth Management Company, A Ltd Liability Co
UNCHANGED
Shares30,000 from 30,000
Change0 (0%)
Value$283.2K (+$20.6K)
Filed 2026-10-15
Global Wealth Strategies & Associates
INCREASED
Shares29,034 from 29,020
Change+14 (+0%)
Value$274.1K (+$20.0K)
Filed 2026-10-02
Fifth Third Bancorp
INCREASED
Shares28,277 from 7,500
Change+20,777 (+277%)
Value$266.9K (+$201.3K)
Filed 2026-11-05
Swiss Life Asset Management Ltd
INCREASED
Shares27,381 from 26,177
Change+1,204 (+5%)
Value$258.5K (+$29.3K)
Filed 2026-11-03
Private Capital Advisors, Inc.
DECREASED
Shares26,853 from 26,978
Change-125 (0%)
Value$253.5K (+$17.3K)
Filed 2026-10-06
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares26,238 from 26,334
Change-96 (0%)
Value$260.0K (+$43.5K)
Filed 2026-10-13
Opal Wealth Advisors, LLC
DECREASED
Shares25,774 from 26,574
Change-800 (-3%)
Value$243.3K (+$10.7K)
Filed 2026-10-16
Firethorn Wealth Partners, LLC
INCREASED
Shares25,475 from 12,256
Change+13,219 (+108%)
Value$240.5K (+$133.2K)
Filed 2026-10-14
GF Fund Management Co. Ltd.
INCREASED
Shares25,053 from 21,749
Change+3,304 (+15%)
Value$236.5K (+$46.1K)
Filed 2026-10-26
Xcel Wealth Management, LLC
DECREASED
Shares25,000 from 30,500
Change-5,500 (-18%)
Value$236.0K (-$31.0K)
Filed 2026-10-26
Joel Isaacson & Co., LLC
UNCHANGED
Shares25,000 from 25,000
Change0 (0%)
Value$236.0K (+$17.1K)
Filed 2026-11-05
AlphaCore Capital LLC
DECREASED
Shares24,779 from 40,028
Change-15,249 (-38%)
Value$233.9K (-$116.5K)
Filed 2026-11-04
Dillon & Associates Inc
UNCHANGED
Shares23,800 from 23,800
Change0 (0%)
Value$214 ($0)
Filed 2026-10-22
Kestra Private Wealth Services, LLC
DECREASED
Shares23,198 from 23,698
Change-500 (-2%)
Value$219.0K (+$11.5K)
Filed 2026-10-30
IPG Investment Advisors LLC
NEW
Shares22,254
Change+22,254
Value$210.1K
Filed 2026-10-30
McAdam, LLC
DECREASED
Shares21,388 from 21,409
Change-21 (0%)
Value$201.9K (+$14.5K)
Filed 2026-10-21
180 Wealth Advisors, LLC
NEW
Shares20,451
Change+20,451
Value$193.1K
Filed 2026-11-03
Sigma Planning Corp
INCREASED
Shares20,115 from 19,015
Change+1,100 (+6%)
Value$189.9K (+$23.4K)
Filed 2026-10-23
Sierra Ocean, LLC
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$188.8K (+$13.7K)
Filed 2026-11-03
Concurrent Investment Advisors, LLC
INCREASED
Shares19,338 from 18,359
Change+979 (+5%)
Value$182.6K (+$21.8K)
Filed 2026-10-16
Traynor Capital Management, Inc.
DECREASED
Shares18,950 from 19,200
Change-250 (-1%)
Value$178.9K (+$10.8K)
Filed 2026-10-29
Prime Capital Investment Advisors, LLC
DECREASED
Shares18,870 from 19,870
Change-1,000 (-5%)
Value$178.1K (+$4.2K)
Filed 2026-10-20
Journey Advisory Group, LLC
INCREASED
Shares18,323 from 18,123
Change+200 (+1%)
Value$173.0K (+$14.3K)
Filed 2026-11-04
WealthCare Investment Partners, LLC
UNCHANGED
Shares16,710 from 16,710
Change0 (0%)
Value$157.7K (+$11.4K)
Filed 2026-11-05
Sowell Financial Services LLC
INCREASED
Shares16,611 from 16,576
Change+35 (+0%)
Value$156.8K (+$11.7K)
Filed 2026-10-23
Farther Finance Advisors, LLC
INCREASED
Shares16,482 from 16,195
Change+287 (+2%)
Value$155.6K (+$13.8K)
Filed 2026-10-08
Chicago Partners Investment Group LLC
DECREASED
Shares16,029 from 22,901
Change-6,872 (-30%)
Value$131.8K (-$37.7K)
Filed 2026-10-27
US Bancorp \de\
INCREASED
Shares15,797 from 15,641
Change+156 (+1%)
Value$149.1K (+$12.2K)
Filed 2026-11-05
Diversify Advisory Services, LLC
INCREASED
Shares15,014 from 14,896
Change+118 (+1%)
Value$150.1K (+$46.0K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares15,014 from 14,896
Change+118 (+1%)
Value$150.1K (+$46.0K)
Filed 2026-10-20
Sanders Morris Harris LLC
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$126.6K (-$4.7K)
Filed 2026-10-14
Prospera Financial Services Inc
INCREASED
Shares14,160 from 12,460
Change+1,700 (+14%)
Value$117.4K (+$8.3K)
Filed 2026-11-04
Apollon Wealth Management, LLC
DECREASED
Shares14,152 from 14,867
Change-715 (-5%)
Value$133.6K (+$3.4K)
Filed 2026-10-23
Capital Investment Advisors, LLC
UNCHANGED
Shares13,789 from 13,789
Change0 (0%)
Value$130.2K (+$9.4K)
Filed 2026-10-22
WealthPlan Investment Management, LLC
UNCHANGED
Shares13,650 from 13,650
Change0 (0%)
Value$128.9K (+$9.4K)
Filed 2026-10-15
Maltin Wealth Management, Inc.
UNCHANGED
Shares13,150 from 13,150
Change0 (0%)
Value$124.1K (+$9.0K)
Filed 2026-10-13
Sterling Capital Management LLC
INCREASED
Shares12,754 from 1,358
Change+11,396 (+839%)
Value$120.4K (+$108.5K)
Filed 2026-10-22
Lido Advisors, LLC
DECREASED
Shares12,282 from 12,365
Change-83 (-1%)
Value$115.9K (+$7.7K)
Filed 2026-11-04
Walleye Partners, LLC
UNCHANGED
Shares11,997 from 11,997
Change0 (0%)
Value$113.3K (+$8.2K)
Filed 2026-10-13
Vigilare Wealth Management
DECREASED
Shares11,890 from 16,890
Change-5,000 (-30%)
Value$112.2K (-$35.6K)
Filed 2026-10-29
Independent Financial Group, LLC
NEW
Shares11,825
Change+11,825
Value$111.6K
Filed 2026-10-13
Curran Financial Partners, LLC
NEW
Shares11,795
Change+11,795
Value$111.3K
Filed 2026-11-04
Hartford Financial Management Inc.
UNCHANGED
Shares11,498 from 11,498
Change0 (0%)
Value$108.5K (+$7.9K)
Filed 2026-10-21
Fortress Financial Solutions, LLC
NEW
Shares11,078
Change+11,078
Value$104.6K
Filed 2026-10-14
Powell Investment Advisors, LLC
NEW
Shares11,000
Change+11,000
Value$103.8K
Filed 2026-10-22
Cypress Wealth Services, LLC
UNCHANGED
Shares11,000 from 11,000
Change0 (0%)
Value$106.6K (+$10.3K)
Filed 2026-10-21
Richmond Investment Services, LLC
NEW
Shares10,811
Change+10,811
Value$102.1K
Filed 2026-10-29
Amalgamated Bank
UNCHANGED
Shares10,489 from 10,489
Change0 (0%)
Value$99.0K (+$7.0K)
Filed 2026-10-23
KBC Group NV
UNCHANGED
Shares10,307 from 10,307
Change0 (0%)
Value$97.0K (+$7.0K)
Filed 2026-10-22
Compound Planning, Inc.
DECREASED
Shares10,210 from 10,523
Change-313 (-3%)
Value$96.4K (+$4.3K)
Filed 2026-11-05
Gerber Kawasaki Wealth & Investment Management
NEW
Shares10,051
Change+10,051
Value$94.9K
Filed 2026-10-29
Financial Enhancement Group LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$97.5K (+$10.0K)
Filed 2026-10-08
Clear Harbor Asset Management, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$94.4K (+$6.9K)
Filed 2026-11-05
Slow Capital, Inc.
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$94.4K (+$6.9K)
Filed 2026-10-23
Peddock Capital Advisors, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$94.4K (+$6.9K)
Filed 2026-10-16
Archer Investment Corp
UNCHANGED
Shares5,872 from 5,872
Change0 (0%)
Value$55.4K (+$4.0K)
Filed 2026-11-05
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares5,700 from 5,700
Change0 (0%)
Value$53.8K (+$3.9K)
Filed 2026-10-23
Nisa Investment Advisors, LLC
INCREASED
Shares5,522 from 4,601
Change+921 (+20%)
Value$52.1K (+$11.8K)
Filed 2026-10-20
RHL Group, LLC
UNCHANGED
Shares5,056 from 5,056
Change0 (0%)
Value$47.7K (+$2.2K)
Filed 2026-11-04
Golden State Wealth Management, LLC
UNCHANGED
Shares4,700 from 4,700
Change0 (0%)
Value$44.4K (+$3.2K)
Filed 2026-11-02
Strs Ohio
NEW
Shares4,300
Change+4,300
Value$40.6K
Filed 2026-10-30
Lanark Financial, Inc.
NEW
Shares4,300
Change+4,300
Value$40.6K
Filed 2026-10-26
Gamma Investing LLC
INCREASED
Shares3,807 from 1,051
Change+2,756 (+262%)
Value$35.9K (+$26.7K)
Filed 2026-10-08
Markowski Investments
UNCHANGED
Shares3,307 from 3,307
Change0 (0%)
Value$31.2K (+$2.3K)
Filed 2026-10-30
Compass Wealth Management LLC
NEW
Shares3,086
Change+3,086
Value$29.1K
Filed 2026-10-22
Blume Capital Management, Inc.
INCREASED
Shares3,000 from 2,300
Change+700 (+30%)
Value$28.3K (+$8.2K)
Filed 2026-10-26
Heritage Family Offices, LLP
NEW
Shares2,500
Change+2,500
Value$23.6K
Filed 2026-11-02
Blueline Advisors LLC
NEW
Shares2,295
Change+2,295
Value$21.7K
Filed 2026-10-15
CGC Financial Services, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$18.9K (+$1.4K)
Filed 2026-10-13
Key FInancial Inc
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$18.9K (+$1.4K)
Filed 2026-11-02
Nvwm, LLC
INCREASED
Shares1,893 from 393
Change+1,500 (+382%)
Value$17.9K (+$14.4K)
Filed 2026-10-14
Larson Financial Group LLC
INCREASED
Shares1,842 from 1,046
Change+796 (+76%)
Value$17.4K (+$8.2K)
Filed 2026-11-05
Ascentis Independent Advisors
NEW
Shares1,711
Change+1,711
Value$16.1K
Filed 2026-11-03
IFP Advisors, Inc
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$16.0K (+$1.2K)
Filed 2026-10-16
Latitude Advisors, LLC
NEW
Shares1,600
Change+1,600
Value$15.1K
Filed 2026-10-27
GK Wealth Management LLC
NEW
Shares1,541
Change+1,541
Value$14.5K
Filed 2026-10-09
Elevation Wealth Partners, LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$14.2K (+$1.0K)
Filed 2026-10-07
Root Financial Partners, LLC
NEW
Shares1,454
Change+1,454
Value$13.7K
Filed 2026-10-21
Harbor Capital Advisors, Inc.
NEW
Shares1,348
Change+1,348
Value$13
Filed 2026-10-22
Bfsg, LLC
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$12.3K (+$890)
Filed 2026-10-30
American Capital Advisory, LLC
DECREASED
Shares1,177 from 1,227
Change-50 (-4%)
Value$11.1K (+$368)
Filed 2026-10-28
Covestor Ltd
DECREASED
Shares1,074 from 1,133
Change-59 (-5%)
Value$10 (-$10.0K)
Filed 2026-10-30
Central Trust Co
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$9.4K (+$685)
Filed 2026-11-05
MTM Investment Management, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$9.4K (+$685)
Filed 2026-10-30
Parkside Financial Bank & Trust
INCREASED
Shares806 from 280
Change+526 (+188%)
Value$7.6K (+$5.2K)
Filed 2026-10-27
West Branch Capital LLC
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$7.1K (+$513)
Filed 2026-10-20
Avion Wealth
UNCHANGED
Shares666 from 666
Change0 (0%)
Value$6 (+$1)
Filed 2026-11-04
Silver Grove Financial Group, Inc.
NEW
Shares622
Change+622
Value$5.9K
Filed 2026-11-05
EverSource Wealth Advisors, LLC
INCREASED
Shares577 from 452
Change+125 (+28%)
Value$5.4K (+$1.5K)
Filed 2026-11-04
Harbor Investment Advisory, LLC
UNCHANGED
Shares505 from 505
Change0 (0%)
Value$4.8K (+$346)
Filed 2026-10-13
GoalVest Advisory LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$4.7K (+$342)
Filed 2026-10-02
Tradewinds Capital Management, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$4.7K (+$342)
Filed 2026-10-23
Tsfg, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$5 (+$1)
Filed 2026-10-23
Creative Capital Management Investments LLC
INCREASED
Shares493 from 67
Change+426 (+636%)
Value$4.7K (+$4.1K)
Filed 2026-10-28
Fortitude Family Office, LLC
INCREASED
Shares450 from 157
Change+293 (+187%)
Value$4.2K (+$2.9K)
Filed 2026-10-14
JFS Wealth Advisors, LLC
INCREASED
Shares361 from 158
Change+203 (+128%)
Value$3.4K (+$2.0K)
Filed 2026-11-03
Spire Wealth Management
UNCHANGED
Shares270 from 270
Change0 (0%)
Value$2.5K (+$185)
Filed 2026-10-30
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares246 from 262
Change-16 (-6%)
Value$2.3K (+$28)
Filed 2026-10-05
Nfsg Corp
DECREASED
Shares200 from 1,700
Change-1,500 (-88%)
Value$1.9K (-$13.0K)
Filed 2026-10-15
Toth Financial Advisory Corp
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$1.3K (+$96)
Filed 2026-10-08
Valley National Advisers Inc
NEW
Shares124
Change+124
Value$1.2K
Filed 2026-10-23
SJS Investment Consulting Inc.
UNCHANGED
Shares118 from 118
Change0 (0%)
Value$1.1K (+$80)
Filed 2026-10-26
Bay Harbor Wealth Management, LLC
INCREASED
Shares108 from 27
Change+81 (+300%)
Value$1.0K (+$784)
Filed 2026-11-03
Essential Partners LLC
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$1.0K (+$73)
Filed 2026-10-14
Grove Bank & Trust
NEW
Shares100
Change+100
Value$944
Filed 2026-10-08
DiNuzzo Private Wealth, Inc.
INCREASED
Shares100 from 36
Change+64 (+178%)
Value$944 (+$628)
Filed 2026-10-16
Planning Strategies Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$944 (+$68)
Filed 2026-10-02
Main Street Group, LTD
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$850 (+$62)
Filed 2026-10-28
Parallel Advisors, LLC
INCREASED
Shares79 from 17
Change+62 (+365%)
Value$746 (+$597)
Filed 2026-11-03
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$472 (+$34)
Filed 2026-10-28
Hughes Financial Services, LLC
INCREASED
Shares46 from 1
Change+45 (+4500%)
Value$402 (+$393)
Filed 2026-10-30
Buck Wealth Strategies, LLC
DECREASED
Shares28 from 107
Change-79 (-74%)
Value$264 (-$673)
Filed 2026-10-28
CoreCap Advisors, LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$217 (+$16)
Filed 2026-10-08
DecisionPoint Financial, LLC
INCREASED
Shares22 from 7
Change+15 (+214%)
Value$205 (+$140)
Filed 2026-10-27
Assetmark, Inc
NEW
Shares5
Change+5
Value$47
Filed 2026-10-21
Signature Resources Capital Management, LLC
NEW
Shares3
Change+3
Value$28
Filed 2026-10-16
Maryland Capital Advisors Inc.
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$29 (+$2)
Filed 2026-10-15
CenterBook Partners LP
CLOSED
Shares0 from 495,942
Change-495,942 (-100%)
Value$0 (-$4.3M)
Filed 2026-11-02
Daiwa Securities Group Inc.
CLOSED
Shares0 from 86,500
Change-86,500 (-100%)
Value$0 (-$757.3K)
Filed 2026-10-29
Clear Creek Financial Management, LLC
CLOSED
Shares0 from 80,000
Change-80,000 (-100%)
Value$0 (-$700.4K)
Filed 2026-10-28
Imc-Chicago, LLC
CLOSED
Shares0 from 53,011
Change-53,011 (-100%)
Value$0 (-$464.1K)
Filed 2026-11-05
Vestor Capital, LLC
CLOSED
Shares0 from 44,835
Change-44,835 (-100%)
Value$0 (-$12.1K)
Filed 2026-11-04
Vise Technologies, Inc.
CLOSED
Shares0 from 19,018
Change-19,018 (-100%)
Value$0 (-$166.5K)
Filed 2026-10-29
Maia Wealth LLC
CLOSED
Shares0 from 14,396
Change-14,396 (-100%)
Value$0 (-$126.0K)
Filed 2026-10-19
Abel Hall, LLC
CLOSED
Shares0 from 11,204
Change-11,204 (-100%)
Value$0 (-$98.1K)
Filed 2026-10-19
PharVision Advisers, LLC
CLOSED
Shares0 from 11,198
Change-11,198 (-100%)
Value$0 (-$98.0K)
Filed 2026-10-29
MCF Advisors LLC
CLOSED
Shares0 from 2,646
Change-2,646 (-100%)
Value$0 (-$23.2K)
Filed 2026-10-28
AdvisorNet Financial, Inc
CLOSED
Shares0 from 2,143
Change-2,143 (-100%)
Value$0 (-$18.8K)
Filed 2026-10-15
Bayforest Capital Ltd
CLOSED
Shares0 from 1,655
Change-1,655 (-100%)
Value$0 (-$14.5K)
Filed 2026-11-03
Blue Trust, Inc.
CLOSED
Shares0 from 668
Change-668 (-100%)
Value$0 (-$5.8K)
Filed 2026-10-15
Decker Retirement Planning Inc.
CLOSED
Shares0 from 349
Change-349 (-100%)
Value$0 (-$3.1K)
Filed 2026-10-19
International Assets Investment Management, LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$920)
Filed 2026-11-02
Bare Financial Services, Inc
CLOSED
Shares0 from 76
Change-76 (-100%)
Value$0 (-$665)
Filed 2026-11-04
Navigoe, LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 ($0)
Filed 2026-11-04
BlackRock, Inc.
N/A
Shares— from 34,083,262
Change-34,083,262 (-100%)
Value—
State Street Corp
N/A
Shares— from 21,398,438
Change-21,398,438 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 17,863,911
Change-17,863,911 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 15,691,579
Change-15,691,579 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 11,551,019
Change-11,551,019 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 11,097,106
Change-11,097,106 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 9,847,896
Change-9,847,896 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 5,579,793
Change-5,579,793 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 3,565,248
Change-3,565,248 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,432,678
Change-3,432,678 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 3,234,277
Change-3,234,277 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,195,728
Change-3,195,728 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 2,888,607
Change-2,888,607 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 2,500,189
Change-2,500,189 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 2,412,338
Change-2,412,338 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,184,489
Change-2,184,489 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 1,721,902
Change-1,721,902 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 1,713,200
Change-1,713,200 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,542,717
Change-1,542,717 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,450,180
Change-1,450,180 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 1,214,667
Change-1,214,667 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,140,476
Change-1,140,476 (-100%)
Value—
Sound Capital Solutions LLC
N/A
Shares— from 1,120,808
Change-1,120,808 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 1,029,399
Change-1,029,399 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 1,021,057
Change-1,021,057 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 875,621
Change-875,621 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 859,612
Change-859,612 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 760,993
Change-760,993 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 737,031
Change-737,031 (-100%)
Value—
Barclays PLC
N/A
Shares— from 730,336
Change-730,336 (-100%)
Value—
Winning Points Advisors, LLC
N/A
Shares— from 726,258
Change-726,258 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 722,000
Change-722,000 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 717,524
Change-717,524 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 696,547
Change-696,547 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 582,182
Change-582,182 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 549,126
Change-549,126 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 531,957
Change-531,957 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 527,460
Change-527,460 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 487,571
Change-487,571 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 476,935
Change-476,935 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 451,125
Change-451,125 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 446,000
Change-446,000 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 441,444
Change-441,444 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 424,191
Change-424,191 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 410,655
Change-410,655 (-100%)
Value—
Clough Capital Partners L P
N/A
Shares— from 399,216
Change-399,216 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 387,700
Change-387,700 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 360,272
Change-360,272 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 346,416
Change-346,416 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 341,711
Change-341,711 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 302,989
Change-302,989 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 302,447
Change-302,447 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 278,274
Change-278,274 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 267,122
Change-267,122 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 263,233
Change-263,233 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 252,048
Change-252,048 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 248,550
Change-248,550 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 243,678
Change-243,678 (-100%)
Value—
Blair William & Co
N/A
Shares— from 241,956
Change-241,956 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 225,100
Change-225,100 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 222,862
Change-222,862 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 218,256
Change-218,256 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 209,163
Change-209,163 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 207,288
Change-207,288 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 203,411
Change-203,411 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 193,340
Change-193,340 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 175,564
Change-175,564 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 165,954
Change-165,954 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 163,786
Change-163,786 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 163,220
Change-163,220 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 158,200
Change-158,200 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 157,793
Change-157,793 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 157,439
Change-157,439 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 136,045
Change-136,045 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 131,918
Change-131,918 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 130,582
Change-130,582 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 129,381
Change-129,381 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 124,318
Change-124,318 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 116,922
Change-116,922 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 115,567
Change-115,567 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 114,978
Change-114,978 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 114,920
Change-114,920 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 114,021
Change-114,021 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 110,684
Change-110,684 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 103,670
Change-103,670 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 100,357
Change-100,357 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 97,576
Change-97,576 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 97,160
Change-97,160 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 94,282
Change-94,282 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 85,857
Change-85,857 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 85,610
Change-85,610 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 83,584
Change-83,584 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 81,500
Change-81,500 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 81,230
Change-81,230 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 80,269
Change-80,269 (-100%)
Value—
Allstate Corp
N/A
Shares— from 79,201
Change-79,201 (-100%)
Value—
Sculptor Capital LP
N/A
Shares— from 79,200
Change-79,200 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 78,218
Change-78,218 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 74,887
Change-74,887 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 73,497
Change-73,497 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 73,111
Change-73,111 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 72,397
Change-72,397 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 71,696
Change-71,696 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 70,200
Change-70,200 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 69,325
Change-69,325 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 67,774
Change-67,774 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 65,961
Change-65,961 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 62,285
Change-62,285 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 62,057
Change-62,057 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 60,561
Change-60,561 (-100%)
Value—
Fora Capital, LLC
N/A
Shares— from 59,509
Change-59,509 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 55,783
Change-55,783 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 54,092
Change-54,092 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 54,068
Change-54,068 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 51,072
Change-51,072 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 50,818
Change-50,818 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 50,236
Change-50,236 (-100%)
Value—
Militia Capital Management LLC
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 47,916
Change-47,916 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 45,503
Change-45,503 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 44,791
Change-44,791 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 43,486
Change-43,486 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 41,940
Change-41,940 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 40,991
Change-40,991 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 39,523
Change-39,523 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 39,330
Change-39,330 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 38,910
Change-38,910 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 37,521
Change-37,521 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 37,363
Change-37,363 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 35,085
Change-35,085 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 32,697
Change-32,697 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 32,376
Change-32,376 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 31,986
Change-31,986 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 31,435
Change-31,435 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 29,960
Change-29,960 (-100%)
Value—
FMR LLC
N/A
Shares— from 29,493
Change-29,493 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 29,042
Change-29,042 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 29,000
Change-29,000 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 28,819
Change-28,819 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 28,280
Change-28,280 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 27,788
Change-27,788 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 27,659
Change-27,659 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 27,658
Change-27,658 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 27,512
Change-27,512 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 27,255
Change-27,255 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 26,419
Change-26,419 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 26,009
Change-26,009 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 25,600
Change-25,600 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 24,629
Change-24,629 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 24,539
Change-24,539 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 23,030
Change-23,030 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 22,559
Change-22,559 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 21,815
Change-21,815 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 21,650
Change-21,650 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 21,411
Change-21,411 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 21,000
Change-21,000 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 20,850
Change-20,850 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 20,808
Change-20,808 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 20,212
Change-20,212 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 19,818
Change-19,818 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 19,753
Change-19,753 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 19,000
Change-19,000 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 18,843
Change-18,843 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 17,667
Change-17,667 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 17,629
Change-17,629 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 17,420
Change-17,420 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 16,864
Change-16,864 (-100%)
Value—
R Squared Ltd
N/A
Shares— from 16,737
Change-16,737 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 16,127
Change-16,127 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 16,058
Change-16,058 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 15,620
Change-15,620 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 15,100
Change-15,100 (-100%)
Value—
Scientech Research LLC
N/A
Shares— from 15,008
Change-15,008 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 14,819
Change-14,819 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 14,606
Change-14,606 (-100%)
Value—
United Bank
N/A
Shares— from 14,300
Change-14,300 (-100%)
Value—
Norris Financial Group, LLC
N/A
Shares— from 14,126
Change-14,126 (-100%)
Value—
Varcov Co.
N/A
Shares— from 13,906
Change-13,906 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 13,848
Change-13,848 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 13,465
Change-13,465 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 13,205
Change-13,205 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 12,750
Change-12,750 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 12,475
Change-12,475 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 11,972
Change-11,972 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 11,528
Change-11,528 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 11,179
Change-11,179 (-100%)
Value—
Nykredit A/S
N/A
Shares— from 11,140
Change-11,140 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 11,037
Change-11,037 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 10,698
Change-10,698 (-100%)
Value—
Envision Financial Planning, LLC
N/A
Shares— from 10,450
Change-10,450 (-100%)
Value—
Inceptionr LLC
N/A
Shares— from 10,372
Change-10,372 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 10,262
Change-10,262 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 10,007
Change-10,007 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 6,800
Change-6,800 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 5,965
Change-5,965 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 5,786
Change-5,786 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 5,754
Change-5,754 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 5,517
Change-5,517 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 5,425
Change-5,425 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 5,259
Change-5,259 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 5,015
Change-5,015 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 3,550
Change-3,550 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 3,524
Change-3,524 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 3,305
Change-3,305 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 2,227
Change-2,227 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 2,225
Change-2,225 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
EFG International AG
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,311
Change-1,311 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,062
Change-1,062 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 985
Change-985 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 900
Change-900 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 815
Change-815 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 806
Change-806 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 500
Change-500 (-100%)
Value—
Quarry LP
N/A
Shares— from 421
Change-421 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 308
Change-308 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 290
Change-290 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 166
Change-166 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 134
Change-134 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 15
Change-15 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Status
SEB Asset Management AB
UNCHANGED2,447,1502,447,15000%$21.4M$23.1M+$1.7M2026-11-04
Principal Financial Group Inc
INCREASED1,737,72429,558+1,708,166+5779%$258.8K$16.4M+$16.1M2026-11-02
Bank of New York Mellon Corp
INCREASED1,316,4231,314,760+1,663+0%$11.5M$12.4M+$916.3K2026-11-05
Pictet Asset Management Holding SA
DECREASED832,486847,659-15,173-2%$7.4M$7.4M-$47.8K2026-11-03
Allen Holding Inc
UNCHANGED687,571687,57100%$6.0M$6.5M+$471.0K2026-11-03
Kercheville Advisors, LLC
DECREASED613,385644,685-31,300-5%$5.6M$5.8M+$146.1K2026-10-19
D.A. Davidson & Co.
INCREASED541,963538,924+3,039+1%$4.7M$5.1M+$397.9K2026-10-28
Sheets Smith Wealth Management
UNCHANGED512,572512,57200%$4.5M$4.8M+$351.1K2026-10-16
State of Michigan Retirement System
NEW500,000—+500,000——$4.7M—2026-10-27
Hennion & Walsh Asset Management, Inc.
INCREASED409,749403,910+5,839+1%$3.5M$3.9M+$331.8K2026-10-13
Plancorp, LLC
DECREASED386,040396,354-10,314-3%$3.1M$3.2M+$112.7K2026-11-03
Dimensional Fund Advisors LP
INCREASED309,030136,632+172,398+126%$1.2M$2.9M+$1.7M2026-11-04
Citigroup Inc
DECREASED280,552550,276-269,724-49%$4.8M$2.6M-$2.2M2026-11-04
Y-Intercept (Hong Kong) Ltd
INCREASED241,577188,966+52,611+28%$1.7M$2.3M+$626.1K2026-10-16
NIA Impact Advisors, LLC
DECREASED235,907270,167-34,260-13%$2.4M$2.2M-$138.4K2026-11-04
Doliver Advisors, LP
INCREASED210,000100,000+110,000+110%$875.5K$2.0M+$1.1M2026-10-01
Hussman Strategic Advisors, Inc.
INCREASED210,000147,000+63,000+43%$1.3M$2.0M+$695.4K2026-11-02
SBI Securities Co., Ltd.
INCREASED198,491136,321+62,170+46%$1.2M$1.9M+$680.3K2026-10-22
China Universal Asset Management Co., Ltd.
INCREASED193,379166,687+26,692+16%$1.5M$1.7M+$248.2K2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED190,389153,052+37,337+24%$1.3M$1.8M+$457.0K2026-11-02
Profund Advisors LLC
INCREASED179,021176,503+2,518+1%$1.5M$1.7M+$144.7K2026-10-29
MFG Wealth Management, Inc.
INCREASED175,497173,885+1,612+1%$1.5M$1.7M+$134.3K2026-10-09
Collective Family Office LLC
INCREASED161,254157,200+4,054+3%$1.4M$1.5M+$146.0K2026-10-05
Commonwealth Equity Services, LLC
INCREASED145,829143,716+2,113+1%$1.3M$1.4M+$118.4K2026-11-02
Torrey Growth & Income Advisors
INCREASED132,775118,860+13,915+12%$1.0M$1.2M+$218.4K2026-11-04
Wealth Effects LLC
UNCHANGED121,850121,85000%$1.1M$1.2M+$83.5K2026-10-23
State of New Jersey Common Pension Fund D
INCREASED118,387116,351+2,036+2%$1.0M$1.1M+$98.9K2026-11-05
Kestra Advisory Services, LLC
INCREASED115,410110,630+4,780+4%$968.6K$1.1M+$120.9K2026-11-02
Caitong International Asset Management Co., Ltd
INCREASED114,1435,371+108,772+2025%$47.0K$1.1M+$1.0M2026-10-29
B. Riley Wealth Advisors, Inc.
UNCHANGED113,000113,00000%$991.0K$1.1M+$75.7K2026-10-13
Cutler Investment Counsel LLC
UNCHANGED111,698111,69800%$977.9K$1.1M+$76.5K2026-10-28
Arizona State Retirement System
INCREASED103,28599,290+3,995+4%$869.3K$975.0K+$105.7K2026-11-03
Regions Financial Corp
UNCHANGED102,200102,20000%$894.8K$964.8K+$70.0K2026-11-05
Calamos Advisors LLC
NEW99,292—+99,292——$937.3K—2026-11-02
Truist Financial Corp
INCREASED96,97355,055+41,918+76%$482.0K$915.4K+$433.4K2026-10-30
Meridian Investment Counsel Inc.
UNCHANGED96,43396,43300%$844.3K$910.3K+$66.1K2026-10-14
Verity Asset Management, Inc.
DECREASED90,90696,802-5,896-6%$847.5K$858.2K+$10.7K2026-10-30
ProShare Advisors LLC
INCREASED85,28484,964+320+0%$743.9K$805.1K+$61.2K2026-10-29
Creative Planning
DECREASED81,975138,229-56,254-41%$1.2M$773.8K-$436.4K2026-11-02
Davidson Kahn Capital Management, LLC
DECREASED80,000163,092-83,092-51%$1.4M$755.2K-$672.7K2026-10-26
Cherry Creek Investment Advisors, Inc.
INCREASED76,08874,681+1,407+2%$653.8K$718.3K+$64.4K2026-10-14
Virginia Retirement Systems ET Al
INCREASED76,00074,500+1,500+2%$652.2K$717.4K+$65.2K2026-10-28
TigerOak Management, L.L.C.
UNCHANGED72,36872,36800%$633.6K$683.2K+$49.6K2026-10-23
Bell & Brown Wealth Advisors, LLC
DECREASED71,55075,050-3,500-5%$657.1K$675.4K+$18.4K2026-10-16
Accurate Wealth Management, LLC
INCREASED70,64570,643+20%$626.3K$714.8K+$88.5K2026-10-20
Retirement Planning Group, LLC
DECREASED70,22282,742-12,520-15%$724.4K$662.9K-$61.5K2026-10-19
Unique Wealth, LLC
UNCHANGED58,13058,13000%$508.9K$548.7K+$39.8K2026-10-16
Courier Capital LLC
UNCHANGED56,00056,00000%$490.3K$528.6K+$38.4K2026-10-19
Mirae Asset Global Investments Co., Ltd.
INCREASED54,15946,842+7,317+16%$410.1K$511.3K+$101.2K2026-11-03
Grimes & Co Wealth Management, LLC
UNCHANGED53,30753,30700%$466.7K$503.2K+$36.5K2026-10-29
Visionary Wealth Advisors
DECREASED46,86049,260-2,400-5%$431.3K$442.4K+$11.1K2026-11-04
Wealth Management Partners, LLC
UNCHANGED39,86039,86000%$349.0K$376.3K+$27.3K2026-10-21
Wolff Wiese Magana LLC
UNCHANGED37,77437,77400%$330.7K$356.6K+$25.9K2026-10-15
Xponance LLC
DECREASED36,98737,774-787-2%$330.7K$349.2K+$18.4K2026-11-03
Cornerstone Wealth Group, LLC
UNCHANGED33,70433,70400%$295.1K$318.2K+$23.1K2026-11-02
Crestwood Advisors Group, LLC
DECREASED32,35834,410-2,052-6%$301.3K$305.5K+$4.2K2026-10-27
CIBC Asset Management Inc
UNCHANGED31,79431,79400%$278.4K$300.1K+$21.8K2026-11-05
Walser Wealth Management Company, A Ltd Liability Co
UNCHANGED30,00030,00000%$262.7K$283.2K+$20.6K2026-10-15
Global Wealth Strategies & Associates
INCREASED29,03429,020+14+0%$254.1K$274.1K+$20.0K2026-10-02
Fifth Third Bancorp
INCREASED28,2777,500+20,777+277%$65.7K$266.9K+$201.3K2026-11-05
Swiss Life Asset Management Ltd
INCREASED27,38126,177+1,204+5%$229.2K$258.5K+$29.3K2026-11-03
Private Capital Advisors, Inc.
DECREASED26,85326,978-1250%$236.2K$253.5K+$17.3K2026-10-06
Wealth Enhancement Advisory Services, LLC
DECREASED26,23826,334-960%$216.5K$260.0K+$43.5K2026-10-13
Opal Wealth Advisors, LLC
DECREASED25,77426,574-800-3%$232.7K$243.3K+$10.7K2026-10-16
Firethorn Wealth Partners, LLC
INCREASED25,47512,256+13,219+108%$107.3K$240.5K+$133.2K2026-10-14
GF Fund Management Co. Ltd.
INCREASED25,05321,749+3,304+15%$190.4K$236.5K+$46.1K2026-10-26
Xcel Wealth Management, LLC
DECREASED25,00030,500-5,500-18%$267.0K$236.0K-$31.0K2026-10-26
Joel Isaacson & Co., LLC
UNCHANGED25,00025,00000%$218.9K$236.0K+$17.1K2026-11-05
AlphaCore Capital LLC
DECREASED24,77940,028-15,249-38%$350.4K$233.9K-$116.5K2026-11-04
Dillon & Associates Inc
UNCHANGED23,80023,80000%$214$214$02026-10-22
Kestra Private Wealth Services, LLC
DECREASED23,19823,698-500-2%$207.5K$219.0K+$11.5K2026-10-30
IPG Investment Advisors LLC
NEW22,254—+22,254——$210.1K—2026-10-30
McAdam, LLC
DECREASED21,38821,409-210%$187.4K$201.9K+$14.5K2026-10-21
180 Wealth Advisors, LLC
NEW20,451—+20,451——$193.1K—2026-11-03
Sigma Planning Corp
INCREASED20,11519,015+1,100+6%$166.5K$189.9K+$23.4K2026-10-23
Sierra Ocean, LLC
UNCHANGED20,00020,00000%$175.1K$188.8K+$13.7K2026-11-03
Concurrent Investment Advisors, LLC
INCREASED19,33818,359+979+5%$160.7K$182.6K+$21.8K2026-10-16
Traynor Capital Management, Inc.
DECREASED18,95019,200-250-1%$168.1K$178.9K+$10.8K2026-10-29
Prime Capital Investment Advisors, LLC
DECREASED18,87019,870-1,000-5%$174.0K$178.1K+$4.2K2026-10-20
Journey Advisory Group, LLC
INCREASED18,32318,123+200+1%$158.7K$173.0K+$14.3K2026-11-04
WealthCare Investment Partners, LLC
UNCHANGED16,71016,71000%$146.3K$157.7K+$11.4K2026-11-05
Sowell Financial Services LLC
INCREASED16,61116,576+35+0%$145.1K$156.8K+$11.7K2026-10-23
Farther Finance Advisors, LLC
INCREASED16,48216,195+287+2%$141.8K$155.6K+$13.8K2026-10-08
Chicago Partners Investment Group LLC
DECREASED16,02922,901-6,872-30%$169.5K$131.8K-$37.7K2026-10-27
US Bancorp \de\
INCREASED15,79715,641+156+1%$136.9K$149.1K+$12.2K2026-11-05
Diversify Advisory Services, LLC
INCREASED15,01414,896+118+1%$104.1K$150.1K+$46.0K2026-10-20
Diversify Wealth Management, LLC
INCREASED15,01414,896+118+1%$104.1K$150.1K+$46.0K2026-10-20
Sanders Morris Harris LLC
UNCHANGED15,00015,00000%$131.3K$126.6K-$4.7K2026-10-14
Prospera Financial Services Inc
INCREASED14,16012,460+1,700+14%$109.1K$117.4K+$8.3K2026-11-04
Apollon Wealth Management, LLC
DECREASED14,15214,867-715-5%$130.2K$133.6K+$3.4K2026-10-23
Capital Investment Advisors, LLC
UNCHANGED13,78913,78900%$120.7K$130.2K+$9.4K2026-10-22
WealthPlan Investment Management, LLC
UNCHANGED13,65013,65000%$119.5K$128.9K+$9.4K2026-10-15
Maltin Wealth Management, Inc.
UNCHANGED13,15013,15000%$115.1K$124.1K+$9.0K2026-10-13
Sterling Capital Management LLC
INCREASED12,7541,358+11,396+839%$11.9K$120.4K+$108.5K2026-10-22
Lido Advisors, LLC
DECREASED12,28212,365-83-1%$108.3K$115.9K+$7.7K2026-11-04
Walleye Partners, LLC
UNCHANGED11,99711,99700%$105.0K$113.3K+$8.2K2026-10-13
Vigilare Wealth Management
DECREASED11,89016,890-5,000-30%$147.9K$112.2K-$35.6K2026-10-29
Independent Financial Group, LLC
NEW11,825—+11,825——$111.6K—2026-10-13
Curran Financial Partners, LLC
NEW11,795—+11,795——$111.3K—2026-11-04
Hartford Financial Management Inc.
UNCHANGED11,49811,49800%$100.7K$108.5K+$7.9K2026-10-21
Fortress Financial Solutions, LLC
NEW11,078—+11,078——$104.6K—2026-10-14
Powell Investment Advisors, LLC
NEW11,000—+11,000——$103.8K—2026-10-22
Cypress Wealth Services, LLC
UNCHANGED11,00011,00000%$96.3K$106.6K+$10.3K2026-10-21
Richmond Investment Services, LLC
NEW10,811—+10,811——$102.1K—2026-10-29
Amalgamated Bank
UNCHANGED10,48910,48900%$92.0K$99.0K+$7.0K2026-10-23
KBC Group NV
UNCHANGED10,30710,30700%$90.0K$97.0K+$7.0K2026-10-22
Compound Planning, Inc.
DECREASED10,21010,523-313-3%$92.1K$96.4K+$4.3K2026-11-05
Gerber Kawasaki Wealth & Investment Management
NEW10,051—+10,051——$94.9K—2026-10-29
Financial Enhancement Group LLC
UNCHANGED10,00010,00000%$87.6K$97.5K+$10.0K2026-10-08
Clear Harbor Asset Management, LLC
UNCHANGED10,00010,00000%$87.6K$94.4K+$6.9K2026-11-05
Slow Capital, Inc.
UNCHANGED10,00010,00000%$87.6K$94.4K+$6.9K2026-10-23
Peddock Capital Advisors, LLC
UNCHANGED10,00010,00000%$87.6K$94.4K+$6.9K2026-10-16
Archer Investment Corp
UNCHANGED5,8725,87200%$51.4K$55.4K+$4.0K2026-11-05
Wilmington Savings Fund Society, FSB
UNCHANGED5,7005,70000%$49.9K$53.8K+$3.9K2026-10-23
Nisa Investment Advisors, LLC
INCREASED5,5224,601+921+20%$40.3K$52.1K+$11.8K2026-10-20
RHL Group, LLC
UNCHANGED5,0565,05600%$45.5K$47.7K+$2.2K2026-11-04
Golden State Wealth Management, LLC
UNCHANGED4,7004,70000%$41.1K$44.4K+$3.2K2026-11-02
Strs Ohio
NEW4,300—+4,300——$40.6K—2026-10-30
Lanark Financial, Inc.
NEW4,300—+4,300——$40.6K—2026-10-26
Gamma Investing LLC
INCREASED3,8071,051+2,756+262%$9.2K$35.9K+$26.7K2026-10-08
Markowski Investments
UNCHANGED3,3073,30700%$29.0K$31.2K+$2.3K2026-10-30
Compass Wealth Management LLC
NEW3,086—+3,086——$29.1K—2026-10-22
Blume Capital Management, Inc.
INCREASED3,0002,300+700+30%$20.1K$28.3K+$8.2K2026-10-26
Heritage Family Offices, LLP
NEW2,500—+2,500——$23.6K—2026-11-02
Blueline Advisors LLC
NEW2,295—+2,295——$21.7K—2026-10-15
CGC Financial Services, LLC
UNCHANGED2,0002,00000%$17.5K$18.9K+$1.4K2026-10-13
Key FInancial Inc
UNCHANGED2,0002,00000%$17.5K$18.9K+$1.4K2026-11-02
Nvwm, LLC
INCREASED1,893393+1,500+382%$3.4K$17.9K+$14.4K2026-10-14
Larson Financial Group LLC
INCREASED1,8421,046+796+76%$9.2K$17.4K+$8.2K2026-11-05
Ascentis Independent Advisors
NEW1,711—+1,711——$16.1K—2026-11-03
IFP Advisors, Inc
UNCHANGED1,7001,70000%$14.9K$16.0K+$1.2K2026-10-16
Latitude Advisors, LLC
NEW1,600—+1,600——$15.1K—2026-10-27
GK Wealth Management LLC
NEW1,541—+1,541——$14.5K—2026-10-09
Elevation Wealth Partners, LLC
UNCHANGED1,5001,50000%$13.1K$14.2K+$1.0K2026-10-07
Root Financial Partners, LLC
NEW1,454—+1,454——$13.7K—2026-10-21
Harbor Capital Advisors, Inc.
NEW1,348—+1,348——$13—2026-10-22
Bfsg, LLC
UNCHANGED1,3001,30000%$11.4K$12.3K+$8902026-10-30
American Capital Advisory, LLC
DECREASED1,1771,227-50-4%$10.7K$11.1K+$3682026-10-28
Covestor Ltd
DECREASED1,0741,133-59-5%$10.0K$10-$10.0K2026-10-30
Central Trust Co
UNCHANGED1,0001,00000%$8.8K$9.4K+$6852026-11-05
MTM Investment Management, LLC
UNCHANGED1,0001,00000%$8.8K$9.4K+$6852026-10-30
Parkside Financial Bank & Trust
INCREASED806280+526+188%$2.5K$7.6K+$5.2K2026-10-27
West Branch Capital LLC
UNCHANGED75075000%$6.6K$7.1K+$5132026-10-20
Avion Wealth
UNCHANGED66666600%$5$6+$12026-11-04
Silver Grove Financial Group, Inc.
NEW622—+622——$5.9K—2026-11-05
EverSource Wealth Advisors, LLC
INCREASED577452+125+28%$4.0K$5.4K+$1.5K2026-11-04
Harbor Investment Advisory, LLC
UNCHANGED50550500%$4.4K$4.8K+$3462026-10-13
GoalVest Advisory LLC
UNCHANGED50050000%$4.4K$4.7K+$3422026-10-02
Tradewinds Capital Management, LLC
UNCHANGED50050000%$4.4K$4.7K+$3422026-10-23
Tsfg, LLC
UNCHANGED50050000%$4$5+$12026-10-23
Creative Capital Management Investments LLC
INCREASED49367+426+636%$587$4.7K+$4.1K2026-10-28
Fortitude Family Office, LLC
INCREASED450157+293+187%$1.4K$4.2K+$2.9K2026-10-14
JFS Wealth Advisors, LLC
INCREASED361158+203+128%$1.4K$3.4K+$2.0K2026-11-03
Spire Wealth Management
UNCHANGED27027000%$2.4K$2.5K+$1852026-10-30
MassMutual Private Wealth & Trust, FSB
DECREASED246262-16-6%$2.3K$2.3K+$282026-10-05
Nfsg Corp
DECREASED2001,700-1,500-88%$14.9K$1.9K-$13.0K2026-10-15
Toth Financial Advisory Corp
UNCHANGED14014000%$1.2K$1.3K+$962026-10-08
Valley National Advisers Inc
NEW124—+124——$1.2K—2026-10-23
SJS Investment Consulting Inc.
UNCHANGED11811800%$1.0K$1.1K+$802026-10-26
Bay Harbor Wealth Management, LLC
INCREASED10827+81+300%$236$1.0K+$7842026-11-03
Essential Partners LLC
UNCHANGED10610600%$928$1.0K+$732026-10-14
Grove Bank & Trust
NEW100—+100——$944—2026-10-08
DiNuzzo Private Wealth, Inc.
INCREASED10036+64+178%$316$944+$6282026-10-16
Planning Strategies Inc.
UNCHANGED10010000%$876$944+$682026-10-02
Main Street Group, LTD
UNCHANGED909000%$788$850+$622026-10-28
Parallel Advisors, LLC
INCREASED7917+62+365%$149$746+$5972026-11-03
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED505000%$438$472+$342026-10-28
Hughes Financial Services, LLC
INCREASED461+45+4500%$9$402+$3932026-10-30
Buck Wealth Strategies, LLC
DECREASED28107-79-74%$937$264-$6732026-10-28
CoreCap Advisors, LLC
UNCHANGED232300%$201$217+$162026-10-08
DecisionPoint Financial, LLC
INCREASED227+15+214%$65$205+$1402026-10-27
Assetmark, Inc
NEW5—+5——$47—2026-10-21
Signature Resources Capital Management, LLC
NEW3—+3——$28—2026-10-16
Maryland Capital Advisors Inc.
UNCHANGED3300%$27$29+$22026-10-15
CenterBook Partners LP
CLOSED0495,942-495,942-100%$4.3M$0-$4.3M2026-11-02
Daiwa Securities Group Inc.
CLOSED086,500-86,500-100%$757.3K$0-$757.3K2026-10-29
Clear Creek Financial Management, LLC
CLOSED080,000-80,000-100%$700.4K$0-$700.4K2026-10-28
Imc-Chicago, LLC
CLOSED053,011-53,011-100%$464.1K$0-$464.1K2026-11-05
Vestor Capital, LLC
CLOSED044,835-44,835-100%$12.1K$0-$12.1K2026-11-04
Vise Technologies, Inc.
CLOSED019,018-19,018-100%$166.5K$0-$166.5K2026-10-29
Maia Wealth LLC
CLOSED014,396-14,396-100%$126.0K$0-$126.0K2026-10-19
Abel Hall, LLC
CLOSED011,204-11,204-100%$98.1K$0-$98.1K2026-10-19
PharVision Advisers, LLC
CLOSED011,198-11,198-100%$98.0K$0-$98.0K2026-10-29
MCF Advisors LLC
CLOSED02,646-2,646-100%$23.2K$0-$23.2K2026-10-28
AdvisorNet Financial, Inc
CLOSED02,143-2,143-100%$18.8K$0-$18.8K2026-10-15
Bayforest Capital Ltd
CLOSED01,655-1,655-100%$14.5K$0-$14.5K2026-11-03
Blue Trust, Inc.
CLOSED0668-668-100%$5.8K$0-$5.8K2026-10-15
Decker Retirement Planning Inc.
CLOSED0349-349-100%$3.1K$0-$3.1K2026-10-19
International Assets Investment Management, LLC
CLOSED0100-100-100%$920$0-$9202026-11-02
Bare Financial Services, Inc
CLOSED076-76-100%$665$0-$6652026-11-04
Navigoe, LLC
CLOSED02-2-100%$0$0$02026-11-04
BlackRock, Inc.
N/A—34,083,262-34,083,262-100%$298.4M———
State Street Corp
N/A—21,398,438-21,398,438-100%$187.3M———
Vanguard Portfolio Management LLC
N/A—17,863,911-17,863,911-100%$156.4M———
Vanguard Capital Management LLC
N/A—15,691,579-15,691,579-100%$137.4M———
D. E. Shaw & Co., Inc.
N/A—11,551,019-11,551,019-100%$101.1M———
Two Sigma Investments, LP
N/A—11,097,106-11,097,106-100%$97.2M———
Geode Capital Management, LLC
N/A—9,847,896-9,847,896-100%$86.2M———
Millennium Management LLC
N/A—5,579,793-5,579,793-100%$48.9M———
Northern Trust Corp
N/A—3,565,248-3,565,248-100%$31.2M———
Morgan Stanley
N/A—3,432,678-3,432,678-100%$30.1M———
Goldman Sachs Group Inc
N/A—3,234,277-3,234,277-100%$28.3M———
UBS Group AG
N/A—3,195,728-3,195,728-100%$28.0M———
Charles Schwab Investment Management Inc
N/A—2,888,607-2,888,607-100%$25.3M———
Woodline Partners LP
N/A—2,500,189-2,500,189-100%$21.9M———
Vanguard Fiduciary Trust Co
N/A—2,412,338-2,412,338-100%$21.1M———
Bank of America Corp
N/A—2,184,489-2,184,489-100%$19.1M———
Voloridge Investment Management, LLC
N/A—1,721,902-1,721,902-100%$15.1M———
Federated Hermes, Inc.
N/A—1,713,200-1,713,200-100%$15.0M———
Royal Bank of Canada
N/A—1,542,717-1,542,717-100%$13.5M———
JPMorgan Chase & Co
N/A—1,450,180-1,450,180-100%$12.9M———
First Trust Advisors LP
N/A—1,214,667-1,214,667-100%$10.6M———
Cetera Investment Advisers
N/A—1,140,476-1,140,476-100%$10.0M———
Sound Capital Solutions LLC
N/A—1,120,808-1,120,808-100%$9.8M———
Renaissance Technologies LLC
N/A—1,029,399-1,029,399-100%$9.0M———
LPL Financial LLC
N/A—1,021,057-1,021,057-100%$8.9M———
Osaic Holdings, Inc.
N/A—875,621-875,621-100%$7.7M———
Nuveen, LLC
N/A—859,612-859,612-100%$7.5M———
Squarepoint Ops LLC
N/A—760,993-760,993-100%$6.7M———
Wells Fargo & Company
N/A—737,031-737,031-100%$6.5M———
Barclays PLC
N/A—730,336-730,336-100%$6.4M———
Winning Points Advisors, LLC
N/A—726,258-726,258-100%$2.3M———
Swiss National Bank
N/A—722,000-722,000-100%$6.3M———
Clearwater Capital Advisors, LLC
N/A—717,524-717,524-100%$6.3M———
Trexquant Investment LP
N/A—696,547-696,547-100%$6.1M———
Franklin Resources Inc
N/A—582,182-582,182-100%$5.1M———
Voleon Capital Management LP
N/A—549,126-549,126-100%$4.8M———
UBS Asset Management Americas LLC
N/A—531,957-531,957-100%$4.7M———
Alliancebernstein L.P.
N/A—527,460-527,460-100%$4.0M———
Deutsche Bank Ag\
N/A—487,571-487,571-100%$4.3M———
Rhumbline Advisers
N/A—476,935-476,935-100%$4.2M———
Voya Investment Management LLC
N/A—451,125-451,125-100%$3.9M———
Legacy Capital Group California, Inc.
N/A—446,000-446,000-100%$3.9M———
Price T Rowe Associates Inc
N/A—441,444-441,444-100%$3.9M———
Van Eck Associates Corp
N/A—424,191-424,191-100%$3.7M———
California State Teachers Retirement System
N/A—410,655-410,655-100%$3.6M———
Clough Capital Partners L P
N/A—399,216-399,216-100%$3.5M———
Marshall Wace, LLP
N/A—387,700-387,700-100%$3.4M———
Raymond James Financial Inc
N/A—360,272-360,272-100%$3.2M———
Rafferty Asset Management, LLC
N/A—346,416-346,416-100%$3.0M———
Clearstead Advisors, LLC
N/A—341,711-341,711-100%$3.0M———
Invesco Ltd.
N/A—302,989-302,989-100%$2.7M———
MOR Wealth Management, LLC
N/A—302,447-302,447-100%$2.6M———
Legal & General Group Plc
N/A—278,274-278,274-100%$2.4M———
Vanguard Asset Management, Ltd
N/A—267,122-267,122-100%$2.3M———
Focus Partners Wealth
N/A—263,233-263,233-100%$2.3M———
Tidal Investments LLC
N/A—252,048-252,048-100%$2.2M———
Headlands Technologies LLC
N/A—248,550-248,550-100%$2.2M———
Manufacturers Life Insurance Company, the
N/A—243,678-243,678-100%$2.1M———
Blair William & Co
N/A—241,956-241,956-100%$2.1M———
MetLife Investment Management, LLC
N/A—225,100-225,100-100%$2.0M———
AQR Capital Management LLC
N/A—222,862-222,862-100%$2.0M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—218,256-218,256-100%$1.9M———
Dark Forest Capital Management LP
N/A—209,163-209,163-100%$1.8M———
Carr Financial Group Corp
N/A—207,288-207,288-100%$1.8M———
State of Wisconsin Investment Board
N/A—203,411-203,411-100%$1.8M———
ExodusPoint Capital Management, LP
N/A—193,340-193,340-100%$1.7M———
Gotham Asset Management, LLC
N/A—175,564-175,564-100%$1.5M———
Private Advisor Group, LLC
N/A—165,954-165,954-100%$1.5M———
Virtus Investment Advisers, LLC
N/A—163,786-163,786-100%$1.4M———
Rathbones Group PLC
N/A—163,220-163,220-100%$1.4M———
Handelsbanken Fonder AB
N/A—158,200-158,200-100%$1.4K———
Vanguard Global Advisers, LLC
N/A—157,793-157,793-100%$1.4M———
Jupiter Topco LLC
N/A—157,439-157,439-100%$1.4M———
Citadel Advisors LLC
N/A—136,045-136,045-100%$1.2M———
XTX Topco Ltd
N/A—131,918-131,918-100%$1.2M———
Guggenheim Capital LLC
N/A—130,582-130,582-100%$1.1M———
Bleakley Financial Group, LLC
N/A—129,381-129,381-100%$1.1M———
New York State Common Retirement Fund
N/A—124,318-124,318-100%$1.1M———
GSA Capital Partners LLP
N/A—116,922-116,922-100%$1.0M———
Russell Investments Group, Ltd.
N/A—115,567-115,567-100%$1.0M———
AXQ Capital, LP
N/A—114,978-114,978-100%$1.0M———
Arete Wealth Advisors, LLC
N/A—114,920-114,920-100%$1.0M———
Police & Firemen's Retirement System of New Jersey
N/A—114,021-114,021-100%$998.3K———
Wellington Management Group LLP
N/A—110,684-110,684-100%$969.0K———
Prudential Financial Inc
N/A—103,670-103,670-100%$907.6K———
SG Americas Securities, LLC
N/A—100,357-100,357-100%$879.0K———
Engineers Gate Manager LP
N/A—97,576-97,576-100%$854.3K———
Algert Global LLC
N/A—97,160-97,160-100%$850.6K———
BNP Paribas Financial Markets
N/A—94,282-94,282-100%$825.4K———
Brevan Howard Capital Management LP
N/A—85,857-85,857-100%$751.7K———
Vanguard Investments Australia, Ltd.
N/A—85,610-85,610-100%$749.5K———
Balyasny Asset Management L.P.
N/A—83,584-83,584-100%$731.8K———
KLP Kapitalforvaltning AS
N/A—81,500-81,500-100%$713.5K———
Legacy Financial Advisors, Inc.
N/A—81,230-81,230-100%$711.2K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—80,269-80,269-100%$702.8K———
Allstate Corp
N/A—79,201-79,201-100%$693.4K———
Sculptor Capital LP
N/A—79,200-79,200-100%$693.4K———
Intech Investment Management LLC
N/A—78,218-78,218-100%$684.8K———
Ameriprise Financial Inc
N/A—74,887-74,887-100%$655.6K———
Beacon Pointe Advisors, LLC
N/A—73,497-73,497-100%$643.5K———
MAI Capital Management
N/A—73,111-73,111-100%$640.1K———
Jane Street Group, LLC
N/A—72,397-72,397-100%$633.8K———
Janney Montgomery Scott LLC
N/A—71,696-71,696-100%$628.0K———
Canada Pension Plan Investment Board
N/A—70,200-70,200-100%$614.6K———
Wealth Management Associates, Inc.
N/A—69,325-69,325-100%$606.9K———
Virtu Financial LLC
N/A—67,774-67,774-100%$593.0K———
Susquehanna International Group, LLP
N/A—65,961-65,961-100%$577.5K———
Hills Bank & Trust Co
N/A—62,285-62,285-100%$545.3K———
Operose Advisors LLC
N/A—62,057-62,057-100%$543.3K———
Jain Global LLC
N/A—60,561-60,561-100%$530.2K———
Fora Capital, LLC
N/A—59,509-59,509-100%$520.7K———
Entropy Technologies, LP
N/A—55,783-55,783-100%$488.4K———
Schonfeld Strategic Advisors LLC
N/A—54,092-54,092-100%$473.6K———
HighTower Advisors, LLC
N/A—54,068-54,068-100%$473.4K———
E Fund Management Co., Ltd.
N/A—51,072-51,072-100%$447.1K———
Gladstone Institutional Advisory LLC
N/A—50,818-50,818-100%$444.9K———
Cresset Asset Management, LLC
N/A—50,236-50,236-100%$439.8K———
Militia Capital Management LLC
N/A—50,000-50,000-100%$437.8K———
Merit Financial Group, LLC
N/A—47,916-47,916-100%$419.5K———
HSBC Holdings PLC
N/A—45,503-45,503-100%$398.2K———
Jones Financial Companies Lllp
N/A—44,791-44,791-100%$390.1K———
Victory Capital Management Inc
N/A—43,486-43,486-100%$380.7K———
Teacher Retirement System of Texas
N/A—41,940-41,940-100%$367.2K———
Quantinno Capital Management LP
N/A—40,991-40,991-100%$358.9K———
Parvin Asset Management, LLC
N/A—40,000-40,000-100%$350.2K———
PNC Financial Services Group, Inc.
N/A—39,523-39,523-100%$346.0K———
SEI Investments Co
N/A—39,330-39,330-100%$344.3K———
One Capital Management, LLC
N/A—38,910-38,910-100%$298.4K———
State Board of Administration of Florida Retirement System
N/A—37,521-37,521-100%$328.5K———
Capital Fund Management S.A.
N/A—37,363-37,363-100%$327.1K———
Ameritas Investment Partners, Inc.
N/A—35,085-35,085-100%$307.2K———
Mutual Advisors, LLC
N/A—32,697-32,697-100%$286.3K———
Foundations Investment Advisors, LLC
N/A—32,376-32,376-100%$283.5K———
Sanctuary Advisors, LLC
N/A—31,986-31,986-100%$280.0K———
CIBC Bancorp USA Inc.
N/A—31,435-31,435-100%$275.2K———
Meridian Wealth Advisors, LLC
N/A—29,960-29,960-100%$262.3K———
FMR LLC
N/A—29,493-29,493-100%$258.2K———
Steward Partners Investment Advisory, LLC
N/A—29,042-29,042-100%$254.3K———
Klcm Advisors, Inc.
N/A—29,000-29,000-100%$253.9K———
Federation des caisses Desjardins du Quebec
N/A—28,819-28,819-100%$252.3K———
Verition Fund Management LLC
N/A—28,280-28,280-100%$247.6K———
Arax Advisory Partners
N/A—27,788-27,788-100%$243.3K———
Envestnet Asset Management Inc
N/A—27,659-27,659-100%$242.2K———
Sequoia Financial Advisors, LLC
N/A—27,658-27,658-100%$242.1K———
Leavell Investment Management, Inc.
N/A—27,512-27,512-100%$240.9K———
Waverly Advisors, LLC
N/A—27,255-27,255-100%$238.6K———
Vanguard Personalized Indexing Management, LLC
N/A—26,419-26,419-100%$231.3K———
Cerity Partners LLC
N/A—26,009-26,009-100%$227.7K———
Allianz Asset Management GmbH
N/A—25,600-25,600-100%$224.1K———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—24,629-24,629-100%$215.6K———
Freestone Capital Holdings, LLC
N/A—24,539-24,539-100%$214.8K———
Bcgm Wealth Management, LLC
N/A—23,030-23,030-100%$201.6K———
Optiver Holding B.V.
N/A—22,559-22,559-100%$197.5K———
New World Advisors LLC
N/A—21,815-21,815-100%$191.0K———
Composition Wealth, LLC
N/A—21,650-21,650-100%$189.5K———
Captrust Financial Advisors
N/A—21,411-21,411-100%$187.5K———
Aspiring Ventures, LLC
N/A—21,000-21,000-100%$183.9K———
Ensign Peak Advisors, Inc
N/A—20,850-20,850-100%$182.5K———
Kovack Advisors, Inc.
N/A—20,808-20,808-100%$188.6K———
Mayflower Financial Advisors, LLC
N/A—20,212-20,212-100%$177.0K———
Ancora Advisors LLCA
N/A—20,000-20,000-100%$175.1K———
National Bank of Canada
N/A—19,818-19,818-100%$173.5K———
Tower Research Capital LLC (TRC)
N/A—19,753-19,753-100%$172.9K———
Lbmc Investment Advisors, LLC
N/A—19,000-19,000-100%$166.3K———
DnB Asset Management AS
N/A—18,843-18,843-100%$165.0K———
Bank of Montreal
N/A—17,667-17,667-100%$154.7K———
Pure Financial Advisors, LLC
N/A—17,629-17,629-100%$154.3K———
Brown Advisory Inc
N/A—17,420-17,420-100%$152.5K———
Neuberger Berman Group LLC
N/A—16,864-16,864-100%$147.6K———
R Squared Ltd
N/A—16,737-16,737-100%$146.5K———
Caprock Group, LLC
N/A—16,127-16,127-100%$141.2K———
Mitsubishi UFJ Trust & Banking Corp
N/A—16,058-16,058-100%$140.6K———
Equitable Holdings, Inc.
N/A—15,620-15,620-100%$136.8K———
IEQ Capital, LLC
N/A—15,100-15,100-100%$132.2K———
Scientech Research LLC
N/A—15,008-15,008-100%$131.4K———
Thomasville National Bank
N/A—15,000-15,000-100%$131.3K———
Daybright Advisory Services, Inc.
N/A—14,819-14,819-100%$106.3K———
EP Wealth Advisors, LLC
N/A—14,606-14,606-100%$127.9K———
United Bank
N/A—14,300-14,300-100%$125.2K———
Norris Financial Group, LLC
N/A—14,126-14,126-100%$123.7K———
Varcov Co.
N/A—13,906-13,906-100%$121.7K———
Mercer Global Advisors Inc
N/A—13,848-13,848-100%$121.2K———
GTS Securities LLC
N/A—13,465-13,465-100%$117.9K———
Empowered Funds, LLC
N/A—13,205-13,205-100%$115.6K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—12,750-12,750-100%$111.6K———
Vident Advisory, LLC
N/A—12,475-12,475-100%$109.2K———
Integrated Wealth Concepts LLC
N/A—11,972-11,972-100%$104.8K———
Wealthfront Advisers LLC
N/A—11,528-11,528-100%$100.9K———
World Investment Advisors
N/A—11,179-11,179-100%$85.7K———
Nykredit A/S
N/A—11,140-11,140-100%$97.5K———
Strategic Investment Solutions, Inc.
N/A—11,037-11,037-100%$96.6K———
Caption Management, LLC
N/A—10,698-10,698-100%$93.7K———
Envision Financial Planning, LLC
N/A—10,450-10,450-100%$91.5K———
Inceptionr LLC
N/A—10,372-10,372-100%$90.8K———
Global Retirement Partners, LLC
N/A—10,262-10,262-100%$89.8K———
Berkeley Capital Partners, LLC
N/A—10,007-10,007-100%$87.6K———
Keystone Financial Group
N/A—10,000-10,000-100%$87.6K———
First Manhattan Co. Llc.
N/A—10,000-10,000-100%$87.6K———
Aventura Private Wealth, LLC
N/A—10,000-10,000-100%$87.6K———
Garden State Investment Advisory Services LLC
N/A—10,000-10,000-100%$87.6K———
Hurricane Capital Advisors LLC
N/A—7,500-7,500-100%$65.7K———
Northwestern Mutual Wealth Management Co
N/A—6,800-6,800-100%$59.5K———
Rockefeller Capital Management L.P.
N/A—5,965-5,965-100%$52.2K———
Pacer Advisors, Inc.
N/A—5,786-5,786-100%$51.0K———
Geneos Wealth Management Inc.
N/A—5,754-5,754-100%$50.4K———
Public Employees Retirement Association of Colorado
N/A—5,517-5,517-100%$48.0K———
Colonial Trust Advisors
N/A—5,425-5,425-100%$47.5K———
BNP Paribas Asset Management Holding S.A.
N/A—5,259-5,259-100%$46.0K———
Hollencrest Capital Management
N/A—5,015-5,015-100%$43.9K———
LOS Angeles Capital Management LLC
N/A—3,550-3,550-100%$31.1K———
Kemnay Advisory Services Inc.
N/A—3,524-3,524-100%$30.9K———
Ritter Daniher Financial Advisory LLC / de
N/A—3,305-3,305-100%$28.9K———
Wiser Advisor Group LLC
N/A—3,000-3,000-100%$26.3K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—2,227-2,227-100%$19.5K———
Huntington National Bank
N/A—2,225-2,225-100%$19.5K———
Crews Bank & Trust
N/A—1,800-1,800-100%$15.8K———
EFG International AG
N/A—1,350-1,350-100%$11.8K———
Harbour Investments, Inc.
N/A—1,311-1,311-100%$11.5K———
Atlantic Union Bankshares Corp
N/A—1,062-1,062-100%$9.3K———
Sittner & Nelson, LLC
N/A—1,000-1,000-100%$8.8K———
Allworth Financial LP
N/A—985-985-100%$8.6K———
Mcguire Capital Advisors Inc
N/A—900-900-100%$7.9K———
Quent Capital, LLC
N/A—815-815-100%$7.1K———
Fiduciary Financial Advisors
N/A—806-806-100%$7.0K———
Colonial Trust Co / SC
N/A—500-500-100%$4.4K———
Financial Life Planners
N/A—500-500-100%$4.4K———
Quarry LP
N/A—421-421-100%$3.7K———
NewEdge Advisors, LLC
N/A—350-350-100%$3.1K———
CVA Family Office, LLC
N/A—308-308-100%$2.7K———
Rothschild Investment LLC
N/A—290-290-100%$2.5K———
Keating Financial Advisory Services, Inc.
N/A—166-166-100%$1.5K———
Synergy Investment Management, LLC
N/A—134-134-100%$1.2K———
Rialto Wealth Management, LLC
N/A—50-50-100%$438———
HFM Investment Advisors, LLC
N/A—28-28-100%$246———
LRI Investments, LLC
N/A—17-17-100%$149———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—15-15-100%$131———
Dunhill Financial, LLC
N/A—6-6-100%$59———
Raffa Wealth Management, LLC
N/A—4-4-100%$35———
Showing 429 of 429 institutions