Invesco Financial Preferred (PGF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Investors Research Corp

INCREASED

Shares411,899 from 378,941

Change+32,958 (+9%)

Value$5.2M (+$52.3K)

Filed 2026-10-07

North Star Investment Management Corp.

INCREASED

Shares342,803 from 338,254

Change+4,549 (+1%)

Value$4.4M (-$270.2K)

Filed 2026-10-27

Signal Advisors Wealth, LLC

INCREASED

Shares335,987 from 302,502

Change+33,485 (+11%)

Value$4.3M (+$133.2K)

Filed 2026-10-13

Wealth Advisory Solutions, LLC

DECREASED

Shares112,751 from 125,664

Change-12,913 (-10%)

Value$1.4M (-$286.4K)

Filed 2026-10-20

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares110,007 from 108,751

Change+1,256 (+1%)

Value$1.4M (-$96.1K)

Filed 2026-10-13

Prospera Financial Services Inc

DECREASED

Shares92,808 from 101,330

Change-8,522 (-8%)

Value$1.2M (-$229.1K)

Filed 2026-11-04

Lord & Richards Wealth Management, LLC

DECREASED

Shares84,705 from 90,368

Change-5,663 (-6%)

Value$1.1M (-$159.8K)

Filed 2026-10-14

Magnus Financial Group LLC

DECREASED

Shares79,164 from 87,699

Change-8,535 (-10%)

Value$1.0M (-$193.8K)

Filed 2026-10-21

D.A. Davidson & Co.

DECREASED

Shares75,503 from 78,203

Change-2,700 (-3%)

Value$961.9K (-$110.3K)

Filed 2026-10-28

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares72,926 from 73,420

Change-494 (-1%)

Value$929.0K (-$78.0K)

Filed 2026-11-02

Commonwealth Equity Services, LLC

DECREASED

Shares72,540 from 77,002

Change-4,462 (-6%)

Value$924.2K (-$131.5K)

Filed 2026-11-02

Fifth Third Bancorp

DECREASED

Shares69,311 from 71,217

Change-1,906 (-3%)

Value$883.0K (-$93.4K)

Filed 2026-11-05

International Assets Investment Management, LLC

INCREASED

Shares63,561 from 63,482

Change+79 (+0%)

Value$814.9K (-$57.4K)

Filed 2026-11-02

LJI Wealth Management, LLC

INCREASED

Shares45,481 from 41,353

Change+4,128 (+10%)

Value$579.4K (+$12.5K)

Filed 2026-10-28

Kestra Advisory Services, LLC

DECREASED

Shares36,935 from 37,315

Change-380 (-1%)

Value$470.6K (-$41.0K)

Filed 2026-11-02

StoneX Group Inc.

NEW

Shares32,375

Change+32,375

Value$421.3K

Filed 2026-11-03

Thrivent Financial for Lutherans

INCREASED

Shares31,892 from 25,258

Change+6,634 (+26%)

Value$406.0K (+$60.0K)

Filed 2026-11-05

Oppenheimer & Co Inc

INCREASED

Shares28,150 from 27,975

Change+175 (+1%)

Value$358.6K (-$24.9K)

Filed 2026-10-26

HF Advisory Group, LLC

INCREASED

Shares27,218 from 25,438

Change+1,780 (+7%)

Value$346.8K (-$2.0K)

Filed 2026-10-09

Truist Financial Corp

INCREASED

Shares26,613 from 25,916

Change+697 (+3%)

Value$339.0K (-$16.3K)

Filed 2026-10-30

Avory & Company, LLC

INCREASED

Shares26,587 from 26,492

Change+95 (+0%)

Value$338.7K (-$24.5K)

Filed 2026-10-21

Walker Asset Management, LLC

DECREASED

Shares25,520 from 33,470

Change-7,950 (-24%)

Value$325.1K (-$133.7K)

Filed 2026-10-13

Capital Investment Advisors, LLC

DECREASED

Shares23,188 from 23,888

Change-700 (-3%)

Value$295.4K (-$32.1K)

Filed 2026-10-22

Western Financial Corp

INCREASED

Shares22,258 from 22,086

Change+172 (+1%)

Value$283.6K (-$19.2K)

Filed 2026-10-14

Accel Wealth Management

DECREASED

Shares22,242 from 24,301

Change-2,059 (-8%)

Value$283.4K (-$49.8K)

Filed 2026-10-13

Leading Edge Financial Planning LLC

DECREASED

Shares19,113 from 26,014

Change-6,901 (-27%)

Value$243.5K (-$113.1K)

Filed 2026-10-23

Financial Insights, Inc.

NEW

Shares17,200

Change+17,200

Value$219.1K

Filed 2026-10-27

Wealthcare Advisory Partners LLC

DECREASED

Shares17,150 from 17,775

Change-625 (-4%)

Value$218.5K (-$25.2K)

Filed 2026-10-21

City Center Advisors, LLC

INCREASED

Shares16,552 from 14,393

Change+2,159 (+15%)

Value$210.9K (+$13.5K)

Filed 2026-10-08

Mcrae Capital Management Inc

DECREASED

Shares15,935 from 15,936

Change-1 (0%)

Value$203.0K (-$15.5K)

Filed 2026-10-15

Joseph P. Lucia & Associates, LLC

DECREASED

Shares15,726 from 16,316

Change-590 (-4%)

Value$200.3K (-$23.3K)

Filed 2026-10-30

Kestra Private Wealth Services, LLC

UNCHANGED

Shares13,585 from 13,585

Change0 (0%)

Value$173.1K (-$13.2K)

Filed 2026-10-30

Integrity Alliance, Llc.

DECREASED

Shares13,218 from 13,709

Change-491 (-4%)

Value$168.4K (-$19.6K)

Filed 2026-10-29

M Holdings Securities, Inc.

NEW

Shares12,705

Change+12,705

Value$162.0K

Filed 2026-11-03

Sowell Financial Services LLC

INCREASED

Shares12,306 from 12,260

Change+46 (+0%)

Value$156.8K (-$11.3K)

Filed 2026-10-23

Grimes & Co Wealth Management, LLC

NEW

Shares11,601

Change+11,601

Value$147.8K

Filed 2026-10-29

DT Investment Partners, LLC

UNCHANGED

Shares11,450 from 11,450

Change0 (0%)

Value$145.9K (-$11.1K)

Filed 2026-10-27

Gilpin Wealth Management, LLC

DECREASED

Shares9,425 from 10,025

Change-600 (-6%)

Value$120.1K (-$17.4K)

Filed 2026-10-09

Private Trust Co NA

UNCHANGED

Shares8,431 from 8,431

Change0 (0%)

Value$107.4K (-$8.2K)

Filed 2026-10-20

Cassaday & Co Wealth Management LLC

UNCHANGED

Shares7,250 from 7,250

Change0 (0%)

Value$92.4K (-$7.0K)

Filed 2026-10-27

Farther Finance Advisors, LLC

DECREASED

Shares5,293 from 7,215

Change-1,922 (-27%)

Value$67.4K (-$31.5K)

Filed 2026-10-08

Vision Financial Markets LLC

UNCHANGED

Shares4,000 from 4,000

Change0 (0%)

Value$51.2K (-$3.8K)

Filed 2026-10-22

Pacific Center for Financial Services

UNCHANGED

Shares3,967 from 3,967

Change0 (0%)

Value$50.5K (-$3.8K)

Filed 2026-10-15

Pinnacle Bancorp, Inc.

INCREASED

Shares3,580 from 3,200

Change+380 (+12%)

Value$45.6K (+$1.7K)

Filed 2026-10-21

Cornerstone National Bank & Trust Co

UNCHANGED

Shares3,500 from 3,500

Change0 (0%)

Value$44.9K (-$3.2K)

Filed 2026-10-20

Hickory Point Bank & Trust

UNCHANGED

Shares2,500 from 2,500

Change0 (0%)

Value$31.9K (-$2.4K)

Filed 2026-10-01

INCREASED

Shares2,275 from 2,236

Change+39 (+2%)

Value$29.0K (-$1.7K)

Filed 2026-10-23

US Bancorp \de\

UNCHANGED

Shares2,250 from 2,250

Change0 (0%)

Value$28.7K (-$2.2K)

Filed 2026-11-05

Gamma Investing LLC

INCREASED

Shares2,161 from 2,160

Change+1 (+0%)

Value$27.5K (-$2.1K)

Filed 2026-10-08

Larson Financial Group LLC

DECREASED

Shares1,503 from 1,517

Change-14 (-1%)

Value$19.1K (-$1.7K)

Filed 2026-11-05

Nvwm, LLC

UNCHANGED

Shares1,300 from 1,300

Change0 (0%)

Value$16.6K (-$1.3K)

Filed 2026-10-14

Compass Financial Management LLC

DECREASED

Shares1,086 from 1,953

Change-867 (-44%)

Value$13.8K (-$12.9K)

Filed 2026-10-30

Richards, Merrill & Peterson, Inc.

DECREASED

Shares1,000 from 2,942

Change-1,942 (-66%)

Value$12.7K (-$27.6K)

Filed 2026-10-19

Capital Investment Advisory Services, LLC

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$12.7K (-$970)

Filed 2026-10-30

Lanark Financial, Inc.

UNCHANGED

Shares850 from 850

Change0 (0%)

Value$10.8K (-$824)

Filed 2026-10-26

Triumph Capital Management

UNCHANGED

Shares600 from 600

Change0 (0%)

Value$7.6K (-$582)

Filed 2026-10-14

Princeton Global Asset Management LLC

UNCHANGED

Shares333 from 333

Change0 (0%)

Value$4.2K (-$323)

Filed 2026-10-21

Duncker Streett & Co Inc

UNCHANGED

Shares85 from 85

Change0 (0%)

Value$1.1K (-$82)

Filed 2026-10-27

Latitude Advisors, LLC

NEW

Shares1

Change+1

Value$10

Filed 2026-10-27

Citizens Financial Group Inc

CLOSED

Shares0 from 26,350

Change-26,350 (-100%)

Value$0 (-$361.3K)

Filed 2026-10-23

Keudell ison Wealth Management

CLOSED

Shares0 from 13,187

Change-13,187 (-100%)

Value$0 (-$180.8K)

Filed 2026-10-16

Vise Technologies, Inc.

CLOSED

Shares0 from 11,387

Change-11,387 (-100%)

Value$0 (-$156.1K)

Filed 2026-10-29

Greenleaf Trust

CLOSED

Shares0 from 11,337

Change-11,337 (-100%)

Value$0 (-$155.4K)

Filed 2026-10-29

Integrated Advisors Network LLC

CLOSED

Shares0 from 11,186

Change-11,186 (-100%)

Value$0 (-$153.4K)

Filed 2026-10-20

Avion Wealth

CLOSED

Shares0 from 6,324

Change-6,324 (-100%)

Value$0 (-$86.0K)

Filed 2026-11-04

Buck Wealth Strategies, LLC

CLOSED

Shares0 from 3,000

Change-3,000 (-100%)

Value$0 (-$41.1K)

Filed 2026-10-28

Simplex Trading, LLC

CLOSED

Shares0 from 954

Change-954 (-100%)

Value$0 (-$13.1K)

Filed 2026-11-04

Concord Wealth Partners

CLOSED

Shares0 from 739

Change-739 (-100%)

Value$0 (-$10.1K)

Filed 2026-11-02

Pacifica Partners Inc.

CLOSED

Shares0 from 447

Change-447 (-100%)

Value$0 (-$6.2K)

Filed 2026-10-09

Assetmark, Inc

CLOSED

Shares0 from 14

Change-14 (-100%)

Value$0 (-$192)

Filed 2026-10-21

Morgan Stanley

N/A

Shares— from 1,492,566

Change-1,492,566 (-100%)

Value—

UBS Group AG

N/A

Shares— from 1,344,454

Change-1,344,454 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 720,215

Change-720,215 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 711,683

Change-711,683 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 678,599

Change-678,599 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 319,009

Change-319,009 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 312,987

Change-312,987 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 180,630

Change-180,630 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 177,969

Change-177,969 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 160,130

Change-160,130 (-100%)

Value—

Sterneck Capital Management, LLC

N/A

Shares— from 153,735

Change-153,735 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 139,578

Change-139,578 (-100%)

Value—

Field & Main Bank

N/A

Shares— from 101,976

Change-101,976 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 98,503

Change-98,503 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 80,046

Change-80,046 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 70,858

Change-70,858 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 69,909

Change-69,909 (-100%)

Value—

Tailwinds Wealth, LLC

N/A

Shares— from 67,104

Change-67,104 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 61,562

Change-61,562 (-100%)

Value—

Maripau Wealth Management LLC

N/A

Shares— from 59,866

Change-59,866 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 53,633

Change-53,633 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 53,556

Change-53,556 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 50,694

Change-50,694 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 50,215

Change-50,215 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 42,944

Change-42,944 (-100%)

Value—

Rosenblum Silverman Sutton S F Inc

N/A

Shares— from 40,845

Change-40,845 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 34,025

Change-34,025 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 28,991

Change-28,991 (-100%)

Value—

CIM, LLC

N/A

Shares— from 28,574

Change-28,574 (-100%)

Value—

Caprock Group, LLC

N/A

Shares— from 26,068

Change-26,068 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 25,563

Change-25,563 (-100%)

Value—

ProVise Management Group, LLC

N/A

Shares— from 22,702

Change-22,702 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 22,061

Change-22,061 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 21,355

Change-21,355 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 20,000

Change-20,000 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 19,051

Change-19,051 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 19,045

Change-19,045 (-100%)

Value—

Gotham Asset Management, LLC

N/A

Shares— from 18,490

Change-18,490 (-100%)

Value—

Institute for Wealth Management, Llc.

N/A

Shares— from 17,407

Change-17,407 (-100%)

Value—

Fiera Capital Corp

N/A

Shares— from 17,275

Change-17,275 (-100%)

Value—

Dearborn Partners LLC

N/A

Shares— from 16,372

Change-16,372 (-100%)

Value—

Novak & Powell Financial Services, Inc.

N/A

Shares— from 16,277

Change-16,277 (-100%)

Value—

Abbot Financial Management, Inc.

N/A

Shares— from 13,861

Change-13,861 (-100%)

Value—

Advisors Capital Management, LLC

N/A

Shares— from 13,752

Change-13,752 (-100%)

Value—

Pinnacle Financial Partners, Inc.

N/A

Shares— from 13,630

Change-13,630 (-100%)

Value—

Rehmann Capital Advisory Group

N/A

Shares— from 12,772

Change-12,772 (-100%)

Value—

Leigh Baldwin & Co., LLC

N/A

Shares— from 12,500

Change-12,500 (-100%)

Value—

Fort Sheridan Advisors LLC

N/A

Shares— from 11,800

Change-11,800 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 11,729

Change-11,729 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 11,366

Change-11,366 (-100%)

Value—

Stephens Inc

N/A

Shares— from 11,345

Change-11,345 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 7,792

Change-7,792 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 7,620

Change-7,620 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 7,371

Change-7,371 (-100%)

Value—

Boreal Capital Management LLC

N/A

Shares— from 5,847

Change-5,847 (-100%)

Value—

Anchor Investment Management, LLC

N/A

Shares— from 4,000

Change-4,000 (-100%)

Value—

Rogco, LP

N/A

Shares— from 3,619

Change-3,619 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 2,117

Change-2,117 (-100%)

Value—

FMR LLC

N/A

Shares— from 2,072

Change-2,072 (-100%)

Value—

JDM Financial Group LLC

N/A

Shares— from 1,919

Change-1,919 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 1,169

Change-1,169 (-100%)

Value—

Park Place Capital Corp

N/A

Shares— from 1,120

Change-1,120 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 1,095

Change-1,095 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 1,060

Change-1,060 (-100%)

Value—

Bartlett & Co. Wealth Management LLC

N/A

Shares— from 950

Change-950 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 826

Change-826 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 765

Change-765 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 708

Change-708 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 707

Change-707 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 676

Change-676 (-100%)

Value—

Glen Eagle Advisors, LLC

N/A

Shares— from 600

Change-600 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 600

Change-600 (-100%)

Value—

N.E.W. Advisory Services LLC

N/A

Shares— from 500

Change-500 (-100%)

Value—

Heritage Wealth Advisors

N/A

Shares— from 484

Change-484 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 355

Change-355 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 275

Change-275 (-100%)

Value—

Oxford Financial Group, Ltd. LLC

N/A

Shares— from 268

Change-268 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 228

Change-228 (-100%)

Value—

Blair William & Co

N/A

Shares— from 150

Change-150 (-100%)

Value—

Delta Asset Management LLC

N/A

Shares— from 124

Change-124 (-100%)

Value—

Wellington-Altus USA Inc.

N/A

Shares— from 124

Change-124 (-100%)

Value—

Westfuller Advisors, LLC

N/A

Shares— from 103

Change-103 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 33

Change-33 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 2

Change-2 (-100%)

Value—

	Status
Investors Research Corp	INCREASED	411,899	378,941	+32,958	+9%	$5.2M	$5.2M	+$52.3K	2026-10-07
North Star Investment Management Corp.	INCREASED	342,803	338,254	+4,549	+1%	$4.6M	$4.4M	-$270.2K	2026-10-27
Signal Advisors Wealth, LLC	INCREASED	335,987	302,502	+33,485	+11%	$4.1M	$4.3M	+$133.2K	2026-10-13
Wealth Advisory Solutions, LLC	DECREASED	112,751	125,664	-12,913	-10%	$1.7M	$1.4M	-$286.4K	2026-10-20
Wealth Enhancement Advisory Services, LLC	INCREASED	110,007	108,751	+1,256	+1%	$1.5M	$1.4M	-$96.1K	2026-10-13
Prospera Financial Services Inc	DECREASED	92,808	101,330	-8,522	-8%	$1.4M	$1.2M	-$229.1K	2026-11-04
Lord & Richards Wealth Management, LLC	DECREASED	84,705	90,368	-5,663	-6%	$1.2M	$1.1M	-$159.8K	2026-10-14
Magnus Financial Group LLC	DECREASED	79,164	87,699	-8,535	-10%	$1.2M	$1.0M	-$193.8K	2026-10-21
D.A. Davidson & Co.	DECREASED	75,503	78,203	-2,700	-3%	$1.1M	$961.9K	-$110.3K	2026-10-28
Cambridge Investment Research Advisors, Inc.	DECREASED	72,926	73,420	-494	-1%	$1.0M	$929.0K	-$78.0K	2026-11-02
Commonwealth Equity Services, LLC	DECREASED	72,540	77,002	-4,462	-6%	$1.1M	$924.2K	-$131.5K	2026-11-02
Fifth Third Bancorp	DECREASED	69,311	71,217	-1,906	-3%	$976.4K	$883.0K	-$93.4K	2026-11-05
International Assets Investment Management, LLC	INCREASED	63,561	63,482	+79	+0%	$872.2K	$814.9K	-$57.4K	2026-11-02
LJI Wealth Management, LLC	INCREASED	45,481	41,353	+4,128	+10%	$566.9K	$579.4K	+$12.5K	2026-10-28
Kestra Advisory Services, LLC	DECREASED	36,935	37,315	-380	-1%	$511.6K	$470.6K	-$41.0K	2026-11-02
StoneX Group Inc.	NEW	32,375	—	+32,375	—	—	$421.3K	—	2026-11-03
Thrivent Financial for Lutherans	INCREASED	31,892	25,258	+6,634	+26%	$346.0K	$406.0K	+$60.0K	2026-11-05
Oppenheimer & Co Inc	INCREASED	28,150	27,975	+175	+1%	$383.5K	$358.6K	-$24.9K	2026-10-26
HF Advisory Group, LLC	INCREASED	27,218	25,438	+1,780	+7%	$348.8K	$346.8K	-$2.0K	2026-10-09
Truist Financial Corp	INCREASED	26,613	25,916	+697	+3%	$355.3K	$339.0K	-$16.3K	2026-10-30
Avory & Company, LLC	INCREASED	26,587	26,492	+95	+0%	$363.2K	$338.7K	-$24.5K	2026-10-21
Walker Asset Management, LLC	DECREASED	25,520	33,470	-7,950	-24%	$458.9K	$325.1K	-$133.7K	2026-10-13
Capital Investment Advisors, LLC	DECREASED	23,188	23,888	-700	-3%	$327.5K	$295.4K	-$32.1K	2026-10-22
Western Financial Corp	INCREASED	22,258	22,086	+172	+1%	$302.8K	$283.6K	-$19.2K	2026-10-14
Accel Wealth Management	DECREASED	22,242	24,301	-2,059	-8%	$333.2K	$283.4K	-$49.8K	2026-10-13
Leading Edge Financial Planning LLC	DECREASED	19,113	26,014	-6,901	-27%	$356.7K	$243.5K	-$113.1K	2026-10-23
Financial Insights, Inc.	NEW	17,200	—	+17,200	—	—	$219.1K	—	2026-10-27
Wealthcare Advisory Partners LLC	DECREASED	17,150	17,775	-625	-4%	$243.7K	$218.5K	-$25.2K	2026-10-21
City Center Advisors, LLC	INCREASED	16,552	14,393	+2,159	+15%	$197.3K	$210.9K	+$13.5K	2026-10-08
Mcrae Capital Management Inc	DECREASED	15,935	15,936	-1	0%	$218.5K	$203.0K	-$15.5K	2026-10-15
Joseph P. Lucia & Associates, LLC	DECREASED	15,726	16,316	-590	-4%	$223.7K	$200.3K	-$23.3K	2026-10-30
Kestra Private Wealth Services, LLC	UNCHANGED	13,585	13,585	0	0%	$186.3K	$173.1K	-$13.2K	2026-10-30
Integrity Alliance, Llc.	DECREASED	13,218	13,709	-491	-4%	$188.0K	$168.4K	-$19.6K	2026-10-29
M Holdings Securities, Inc.	NEW	12,705	—	+12,705	—	—	$162.0K	—	2026-11-03
Sowell Financial Services LLC	INCREASED	12,306	12,260	+46	+0%	$168.1K	$156.8K	-$11.3K	2026-10-23
Grimes & Co Wealth Management, LLC	NEW	11,601	—	+11,601	—	—	$147.8K	—	2026-10-29
DT Investment Partners, LLC	UNCHANGED	11,450	11,450	0	0%	$157.0K	$145.9K	-$11.1K	2026-10-27
Gilpin Wealth Management, LLC	DECREASED	9,425	10,025	-600	-6%	$137.4K	$120.1K	-$17.4K	2026-10-09
Private Trust Co NA	UNCHANGED	8,431	8,431	0	0%	$115.6K	$107.4K	-$8.2K	2026-10-20
Cassaday & Co Wealth Management LLC	UNCHANGED	7,250	7,250	0	0%	$99.4K	$92.4K	-$7.0K	2026-10-27
Farther Finance Advisors, LLC	DECREASED	5,293	7,215	-1,922	-27%	$98.9K	$67.4K	-$31.5K	2026-10-08
Vision Financial Markets LLC	UNCHANGED	4,000	4,000	0	0%	$55.0K	$51.2K	-$3.8K	2026-10-22
Pacific Center for Financial Services	UNCHANGED	3,967	3,967	0	0%	$54.4K	$50.5K	-$3.8K	2026-10-15
Pinnacle Bancorp, Inc.	INCREASED	3,580	3,200	+380	+12%	$43.9K	$45.6K	+$1.7K	2026-10-21
Cornerstone National Bank & Trust Co	UNCHANGED	3,500	3,500	0	0%	$48.1K	$44.9K	-$3.2K	2026-10-20
Hickory Point Bank & Trust	UNCHANGED	2,500	2,500	0	0%	$34.3K	$31.9K	-$2.4K	2026-10-01
Register Financial Advisors LLC	INCREASED	2,275	2,236	+39	+2%	$30.7K	$29.0K	-$1.7K	2026-10-23
US Bancorp \de\	UNCHANGED	2,250	2,250	0	0%	$30.8K	$28.7K	-$2.2K	2026-11-05
Gamma Investing LLC	INCREASED	2,161	2,160	+1	+0%	$29.6K	$27.5K	-$2.1K	2026-10-08
Larson Financial Group LLC	DECREASED	1,503	1,517	-14	-1%	$20.8K	$19.1K	-$1.7K	2026-11-05
Nvwm, LLC	UNCHANGED	1,300	1,300	0	0%	$17.8K	$16.6K	-$1.3K	2026-10-14
Compass Financial Management LLC	DECREASED	1,086	1,953	-867	-44%	$26.7K	$13.8K	-$12.9K	2026-10-30
Richards, Merrill & Peterson, Inc.	DECREASED	1,000	2,942	-1,942	-66%	$40.3K	$12.7K	-$27.6K	2026-10-19
Capital Investment Advisory Services, LLC	UNCHANGED	1,000	1,000	0	0%	$13.7K	$12.7K	-$970	2026-10-30
Lanark Financial, Inc.	UNCHANGED	850	850	0	0%	$11.7K	$10.8K	-$824	2026-10-26
Triumph Capital Management	UNCHANGED	600	600	0	0%	$8.2K	$7.6K	-$582	2026-10-14
Princeton Global Asset Management LLC	UNCHANGED	333	333	0	0%	$4.6K	$4.2K	-$323	2026-10-21
Duncker Streett & Co Inc	UNCHANGED	85	85	0	0%	$1.2K	$1.1K	-$82	2026-10-27
Latitude Advisors, LLC	NEW	1	—	+1	—	—	$10	—	2026-10-27
Citizens Financial Group Inc	CLOSED	0	26,350	-26,350	-100%	$361.3K	$0	-$361.3K	2026-10-23
Keudell ison Wealth Management	CLOSED	0	13,187	-13,187	-100%	$180.8K	$0	-$180.8K	2026-10-16
Vise Technologies, Inc.	CLOSED	0	11,387	-11,387	-100%	$156.1K	$0	-$156.1K	2026-10-29
Greenleaf Trust	CLOSED	0	11,337	-11,337	-100%	$155.4K	$0	-$155.4K	2026-10-29
Integrated Advisors Network LLC	CLOSED	0	11,186	-11,186	-100%	$153.4K	$0	-$153.4K	2026-10-20
Avion Wealth	CLOSED	0	6,324	-6,324	-100%	$86.0K	$0	-$86.0K	2026-11-04
Buck Wealth Strategies, LLC	CLOSED	0	3,000	-3,000	-100%	$41.1K	$0	-$41.1K	2026-10-28
Simplex Trading, LLC	CLOSED	0	954	-954	-100%	$13.1K	$0	-$13.1K	2026-11-04
Concord Wealth Partners	CLOSED	0	739	-739	-100%	$10.1K	$0	-$10.1K	2026-11-02
Pacifica Partners Inc.	CLOSED	0	447	-447	-100%	$6.2K	$0	-$6.2K	2026-10-09
Assetmark, Inc	CLOSED	0	14	-14	-100%	$192	$0	-$192	2026-10-21
Morgan Stanley	N/A	—	1,492,566	-1,492,566	-100%	$20.5M	—	—	—
UBS Group AG	N/A	—	1,344,454	-1,344,454	-100%	$18.4M	—	—	—
Bank of America Corp	N/A	—	720,215	-720,215	-100%	$9.9M	—	—	—
LPL Financial LLC	N/A	—	711,683	-711,683	-100%	$9.8M	—	—	—
Wells Fargo & Company	N/A	—	678,599	-678,599	-100%	$9.3M	—	—	—
Private Advisor Group, LLC	N/A	—	319,009	-319,009	-100%	$4.4M	—	—	—
MAI Capital Management	N/A	—	312,987	-312,987	-100%	$4.3M	—	—	—
Janney Montgomery Scott LLC	N/A	—	180,630	-180,630	-100%	$2.5M	—	—	—
Raymond James Financial Inc	N/A	—	177,969	-177,969	-100%	$2.4M	—	—	—
Royal Bank of Canada	N/A	—	160,130	-160,130	-100%	$2.2M	—	—	—
Sterneck Capital Management, LLC	N/A	—	153,735	-153,735	-100%	$2.1M	—	—	—
Sanctuary Advisors, LLC	N/A	—	139,578	-139,578	-100%	$1.9M	—	—	—
Field & Main Bank	N/A	—	101,976	-101,976	-100%	$1.4M	—	—	—
Osaic Holdings, Inc.	N/A	—	98,503	-98,503	-100%	$1.4M	—	—	—
Envestnet Asset Management Inc	N/A	—	80,046	-80,046	-100%	$1.1M	—	—	—
Cetera Investment Advisers	N/A	—	70,858	-70,858	-100%	$971.5K	—	—	—
MML Investors Services, LLC	N/A	—	69,909	-69,909	-100%	$958.5K	—	—	—
Tailwinds Wealth, LLC	N/A	—	67,104	-67,104	-100%	$920.0K	—	—	—
Citadel Advisors LLC	N/A	—	61,562	-61,562	-100%	$844.0K	—	—	—
Maripau Wealth Management LLC	N/A	—	59,866	-59,866	-100%	$829.3K	—	—	—
Equitable Holdings, Inc.	N/A	—	53,633	-53,633	-100%	$735.3K	—	—	—
HighTower Advisors, LLC	N/A	—	53,556	-53,556	-100%	$734.3K	—	—	—
Captrust Financial Advisors	N/A	—	50,694	-50,694	-100%	$695.0K	—	—	—
Susquehanna International Group, LLP	N/A	—	50,215	-50,215	-100%	$688.4K	—	—	—
Ameriprise Financial Inc	N/A	—	42,944	-42,944	-100%	$588.8K	—	—	—
Rosenblum Silverman Sutton S F Inc	N/A	—	40,845	-40,845	-100%	$560.0K	—	—	—
Jones Financial Companies Lllp	N/A	—	34,025	-34,025	-100%	$464.8K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	28,991	-28,991	-100%	$397.5K	—	—	—
CIM, LLC	N/A	—	28,574	-28,574	-100%	$391.8K	—	—	—
Caprock Group, LLC	N/A	—	26,068	-26,068	-100%	$357.4K	—	—	—
NewEdge Advisors, LLC	N/A	—	25,563	-25,563	-100%	$350.5K	—	—	—
ProVise Management Group, LLC	N/A	—	22,702	-22,702	-100%	$311.2K	—	—	—
AQR Capital Management LLC	N/A	—	22,061	-22,061	-100%	$302.5K	—	—	—
Stifel Financial Corp	N/A	—	21,355	-21,355	-100%	$292.8K	—	—	—
Ancora Advisors LLCA	N/A	—	20,000	-20,000	-100%	$274.2K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	19,051	-19,051	-100%	$261.2K	—	—	—
AE Wealth Management LLC	N/A	—	19,045	-19,045	-100%	$261.1K	—	—	—
Gotham Asset Management, LLC	N/A	—	18,490	-18,490	-100%	$253.5K	—	—	—
Institute for Wealth Management, Llc.	N/A	—	17,407	-17,407	-100%	$238.7K	—	—	—
Fiera Capital Corp	N/A	—	17,275	-17,275	-100%	$236.8K	—	—	—
Dearborn Partners LLC	N/A	—	16,372	-16,372	-100%	$224.5K	—	—	—
Novak & Powell Financial Services, Inc.	N/A	—	16,277	-16,277	-100%	$223.2K	—	—	—
Abbot Financial Management, Inc.	N/A	—	13,861	-13,861	-100%	$190.0K	—	—	—
Advisors Capital Management, LLC	N/A	—	13,752	-13,752	-100%	$188.5K	—	—	—
Pinnacle Financial Partners, Inc.	N/A	—	13,630	-13,630	-100%	$186.9K	—	—	—
Rehmann Capital Advisory Group	N/A	—	12,772	-12,772	-100%	$175.1K	—	—	—
Leigh Baldwin & Co., LLC	N/A	—	12,500	-12,500	-100%	$171.4K	—	—	—
Fort Sheridan Advisors LLC	N/A	—	11,800	-11,800	-100%	$161.8K	—	—	—
Bank of Montreal	N/A	—	11,729	-11,729	-100%	$160.8K	—	—	—
Focus Partners Wealth	N/A	—	11,366	-11,366	-100%	$155.8K	—	—	—
Stephens Inc	N/A	—	11,345	-11,345	-100%	$155.5K	—	—	—
EP Wealth Advisors, LLC	N/A	—	7,792	-7,792	-100%	$106.8K	—	—	—
Arax Advisory Partners	N/A	—	7,620	-7,620	-100%	$104.5K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	7,371	-7,371	-100%	$101.1K	—	—	—
Boreal Capital Management LLC	N/A	—	5,847	-5,847	-100%	$80.2K	—	—	—
Anchor Investment Management, LLC	N/A	—	4,000	-4,000	-100%	$54.8K	—	—	—
Rogco, LP	N/A	—	3,619	-3,619	-100%	$49.6K	—	—	—
Waverly Advisors, LLC	N/A	—	2,117	-2,117	-100%	$29.0K	—	—	—
FMR LLC	N/A	—	2,072	-2,072	-100%	$28.4K	—	—	—
JDM Financial Group LLC	N/A	—	1,919	-1,919	-100%	$26.3K	—	—	—
Rothschild Investment LLC	N/A	—	1,169	-1,169	-100%	$16.0K	—	—	—
Park Place Capital Corp	N/A	—	1,120	-1,120	-100%	$15.4K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	1,095	-1,095	-100%	$15.0K	—	—	—
Bogart Wealth, LLC	N/A	—	1,060	-1,060	-100%	$14.5K	—	—	—
Bartlett & Co. Wealth Management LLC	N/A	—	950	-950	-100%	$13.0K	—	—	—
Founders Financial Alliance, LLC	N/A	—	826	-826	-100%	$11.3K	—	—	—
Harbour Investments, Inc.	N/A	—	765	-765	-100%	$10.5K	—	—	—
IFG Advisory, LLC	N/A	—	708	-708	-100%	$9.7K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	707	-707	-100%	$9.7K	—	—	—
Global Retirement Partners, LLC	N/A	—	676	-676	-100%	$9.3K	—	—	—
Glen Eagle Advisors, LLC	N/A	—	600	-600	-100%	$8.2K	—	—	—
Qube Research & Technologies Ltd	N/A	—	600	-600	-100%	$8.2K	—	—	—
N.E.W. Advisory Services LLC	N/A	—	500	-500	-100%	$6.9K	—	—	—
Heritage Wealth Advisors	N/A	—	484	-484	-100%	$6.6K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	355	-355	-100%	$4.9K	—	—	—
Allworth Financial LP	N/A	—	275	-275	-100%	$3.8K	—	—	—
Oxford Financial Group, Ltd. LLC	N/A	—	268	-268	-100%	$3.7K	—	—	—
BNP Paribas Financial Markets	N/A	—	228	-228	-100%	$3.1K	—	—	—
Blair William & Co	N/A	—	150	-150	-100%	$2.1K	—	—	—
Delta Asset Management LLC	N/A	—	124	-124	-100%	$1.7K	—	—	—
Wellington-Altus USA Inc.	N/A	—	124	-124	-100%	$1.7K	—	—	—
Westfuller Advisors, LLC	N/A	—	103	-103	-100%	$1.4K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	33	-33	-100%	$452	—	—	—
Russell Investments Group, Ltd.	N/A	—	2	-2	-100%	$21	—	—	—

Showing 154 of 154 institutions