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Invesco Nasdaq Next GEN 100 (QQQJ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares755,326 from 634,084
Change+121,242 (+19%)
Value$33.1M (+$4.3M)
Filed 2026-11-06
Retirement Financial Solutions, LLC
INCREASED
Shares488,139 from 473,142
Change+14,997 (+3%)
Value$21.4M (-$94.7K)
Filed 2026-10-20
Erickson Financial Group, LLC
INCREASED
Shares237,106 from 233,584
Change+3,522 (+2%)
Value$10.4M (-$217.0K)
Filed 2026-11-05
Wealthcare Advisory Partners LLC
INCREASED
Shares153,510 from 151,556
Change+1,954 (+1%)
Value$6.7M (-$155.3K)
Filed 2026-10-21
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares149,502 from 151,066
Change-1,564 (-1%)
Value$6.6M (-$308.8K)
Filed 2026-10-29
Purus Wealth Management, LLC
INCREASED
Shares145,868 from 140,462
Change+5,406 (+4%)
Value$6.4M (+$13.7K)
Filed 2026-10-15
Commonwealth Equity Services, LLC
INCREASED
Shares122,348 from 106,359
Change+15,989 (+15%)
Value$5.4M (+$532.0K)
Filed 2026-11-02
Wealthfront Advisers LLC
INCREASED
Shares120,574 from 117,512
Change+3,062 (+3%)
Value$5.3M (-$52.6K)
Filed 2026-11-09
Guidance Capital, Inc
INCREASED
Shares70,400 from 67,017
Change+3,383 (+5%)
Value$3.1M (+$113.9K)
Filed 2026-11-03
Novem Group
DECREASED
Shares60,650 from 63,650
Change-3,000 (-5%)
Value$2.7M (-$232.8K)
Filed 2026-10-19
Gerber, LLC
UNCHANGED
Shares45,200 from 45,200
Change0 (0%)
Value$2.0M (-$71.9K)
Filed 2026-10-21
Systelligence, LLC
DECREASED
Shares38,424 from 601,821
Change-563,397 (-94%)
Value$2.5M (-$24.8M)
Filed 2026-11-05
Ellerson Group Inc
INCREASED
Shares35,847 from 26,911
Change+8,936 (+33%)
Value$1.6M (+$356.9K)
Filed 2026-11-04
Brookstone Capital Management
INCREASED
Shares35,681 from 33,381
Change+2,300 (+7%)
Value$1.6M (+$47.8K)
Filed 2026-10-22
McKinley Carter Wealth Services, Inc.
DECREASED
Shares33,444 from 34,251
Change-807 (-2%)
Value$1.5M (-$89.8K)
Filed 2026-10-16
Proactive Wealth Strategies LLC
INCREASED
Shares27,288 from 27,168
Change+120 (+0%)
Value$1.2M (-$37.9K)
Filed 2026-11-09
Mirae Asset Global Investments Co., Ltd.
UNCHANGED
Shares26,859 from 26,859
Change0 (0%)
Value$1.2M (-$42.7K)
Filed 2026-11-03
WealthCare Investment Partners, LLC
INCREASED
Shares25,393 from 24,304
Change+1,089 (+4%)
Value$1.1M (+$9.1K)
Filed 2026-11-05
Rasp Wealth Solutions, LLC
INCREASED
Shares23,776 from 17,568
Change+6,208 (+35%)
Value$1.0M (+$244.3K)
Filed 2026-11-06
Tannin Capital LLC
INCREASED
Shares22,880 from 22,811
Change+69 (+0%)
Value$1.0M (-$33.2K)
Filed 2026-11-05
Cannon Capital Management, Inc.
DECREASED
Shares20,980 from 21,367
Change-387 (-2%)
Value$920.0K (-$50.9K)
Filed 2026-11-03
Clearstead Advisors, LLC
UNCHANGED
Shares20,604 from 20,604
Change0 (0%)
Value$903.5K (-$32.8K)
Filed 2026-11-06
Western Wealth Management, LLC
DECREASED
Shares17,320 from 17,578
Change-258 (-1%)
Value$759.5K (-$39.3K)
Filed 2026-11-09
Wedbush Securities Inc
DECREASED
Shares16,839 from 17,122
Change-283 (-2%)
Value$738.0K (-$40.0K)
Filed 2026-10-22
IFP Advisors, Inc
INCREASED
Shares16,026 from 1,121
Change+14,905 (+1330%)
Value$702.7K (+$651.8K)
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares15,985 from 16,819
Change-834 (-5%)
Value$710.7K (-$47.0K)
Filed 2026-10-13
D.A. Davidson & Co.
NEW
Shares13,756
Change+13,756
Value$603.2K
Filed 2026-10-28
Mystic Asset Management, Inc.
UNCHANGED
Shares13,565 from 13,565
Change0 (0%)
Value$594.8K (-$21.6K)
Filed 2026-10-15
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares12,311 from 12,681
Change-370 (-3%)
Value$540.0K (-$36.0K)
Filed 2026-11-02
Creative Planning
DECREASED
Shares11,589 from 19,801
Change-8,212 (-41%)
Value$508.2K (-$391.6K)
Filed 2026-11-02
Capital Investment Advisory Services, LLC
INCREASED
Shares11,581 from 11,578
Change+3 (+0%)
Value$507.8K (-$18.3K)
Filed 2026-10-30
HUB Investment Partners, LLC
NEW
Shares11,434
Change+11,434
Value$501.4K
Filed 2026-11-03
RMR Wealth Builders
INCREASED
Shares11,111 from 11,109
Change+2 (+0%)
Value$487.2K (-$17.6K)
Filed 2026-10-22
Greystone Financial Group, LLC
NEW
Shares10,298
Change+10,298
Value$451.6K
Filed 2026-10-26
Oppenheimer & Co Inc
DECREASED
Shares9,891 from 9,939
Change-48 (0%)
Value$433.7K (-$17.9K)
Filed 2026-10-26
Rossby Financial, LCC
INCREASED
Shares8,681 from 8,077
Change+604 (+7%)
Value$380.7K (+$13.6K)
Filed 2026-11-05
TD Waterhouse Canada Inc.
DECREASED
Shares8,538 from 8,556
Change-18 (0%)
Value$376.9K (-$12.2K)
Filed 2026-10-16
Truist Financial Corp
DECREASED
Shares8,030 from 8,751
Change-721 (-8%)
Value$352.1K (-$45.5K)
Filed 2026-10-30
Fortune Financial Group, Inc.
DECREASED
Shares7,671 from 7,929
Change-258 (-3%)
Value$336.4K (-$23.9K)
Filed 2026-10-22
Gill Capital Partners, LLC
UNCHANGED
Shares7,643 from 7,643
Change0 (0%)
Value$335.1K (-$12.2K)
Filed 2026-10-13
Ellis Investment Partners, LLC
DECREASED
Shares7,455 from 8,207
Change-752 (-9%)
Value$326.9K (-$46.0K)
Filed 2026-10-21
Bank of Montreal
DECREASED
Shares7,394 from 7,452
Change-58 (-1%)
Value$324.2K (-$14.4K)
Filed 2026-11-09
Global View Capital Management LLC
DECREASED
Shares7,302 from 17,816
Change-10,514 (-59%)
Value$320.2K (-$489.4K)
Filed 2026-10-28
Retirement Planning Co of New England, Inc.
DECREASED
Shares6,532 from 6,982
Change-450 (-6%)
Value$286.4K (-$30.8K)
Filed 2026-10-15
Pinnacle Financial Group, LLC / IL
INCREASED
Shares6,429 from 6,413
Change+16 (+0%)
Value$281.9K (-$9.5K)
Filed 2026-10-29
Independent Financial Group, LLC
INCREASED
Shares6,277 from 5,304
Change+973 (+18%)
Value$275.3K (+$34.2K)
Filed 2026-10-13
HighPoint Advisor Group LLC
INCREASED
Shares6,133 from 6,057
Change+76 (+1%)
Value$268.9K (-$6.3K)
Filed 2026-11-09
Fullerton Advisors, LLC
DECREASED
Shares6,129 from 7,357
Change-1,228 (-17%)
Value$268.7K (-$65.6K)
Filed 2026-10-14
Patten Group, Inc.
INCREASED
Shares5,862 from 4,832
Change+1,030 (+21%)
Value$257.0K (+$37.5K)
Filed 2026-10-26
Triton Wealth Management, Pllc
UNCHANGED
Shares5,368 from 5,368
Change0 (0%)
Value$237.7K (-$3.2K)
Filed 2026-11-04
Congress Park Capital LLC
INCREASED
Shares5,227 from 4,990
Change+237 (+5%)
Value$229.2K (+$2.5K)
Filed 2026-10-13
Prospera Financial Services Inc
DECREASED
Shares5,198 from 25,661
Change-20,463 (-80%)
Value$228.9K (-$937.9K)
Filed 2026-11-04
Finward Bancorp
UNCHANGED
Shares5,180 from 5,180
Change0 (0%)
Value$227.1K (-$8.2K)
Filed 2026-10-14
Brandywine OAK Private Wealth LLC
UNCHANGED
Shares5,150 from 5,150
Change0 (0%)
Value$225.8K (-$8.2K)
Filed 2026-10-23
Kendall Capital Management
UNCHANGED
Shares5,121 from 5,121
Change0 (0%)
Value$224.6K (-$8.1K)
Filed 2026-10-23
Flagship Harbor Advisors, LLC
NEW
Shares4,726
Change+4,726
Value$207.2K
Filed 2026-10-26
Washington Trust Co
UNCHANGED
Shares4,593 from 4,593
Change0 (0%)
Value$201.4K (-$7.3K)
Filed 2026-10-22
International Assets Investment Management, LLC
INCREASED
Shares4,567 from 4,231
Change+336 (+8%)
Value$201.6K (+$9.1K)
Filed 2026-11-02
JFS Wealth Advisors, LLC
UNCHANGED
Shares3,788 from 3,788
Change0 (0%)
Value$166.1K (-$6.0K)
Filed 2026-11-03
Realta Investment Advisors
NEW
Shares2,603
Change+2,603
Value$114.1K
Filed 2026-10-14
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares2,397 from 2,397
Change0 (0%)
Value$105.1K (-$3.8K)
Filed 2026-11-04
Latitude Advisors, LLC
NEW
Shares1,804
Change+1,804
Value$79.1K
Filed 2026-10-27
Allworth Financial LP
INCREASED
Shares1,584 from 1,033
Change+551 (+53%)
Value$72.0K (+$25.0K)
Filed 2026-11-06
Jacobi Capital Management LLC
NEW
Shares1,500
Change+1,500
Value$65.8K
Filed 2026-11-05
Investment Research & Advisory Group, Inc.
INCREASED
Shares1,339 from 1,333
Change+6 (+0%)
Value$58.7K (-$1.9K)
Filed 2026-10-19
Geneos Wealth Management Inc.
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$57.0K (-$2.1K)
Filed 2026-11-09
Fifth Third Bancorp
UNCHANGED
Shares1,175 from 1,175
Change0 (0%)
Value$51.5K (-$1.9K)
Filed 2026-11-05
Trust Co of Vermont
NEW
Shares925
Change+925
Value$40.6K
Filed 2026-10-21
Winch Advisory Services, LLC
INCREASED
Shares857 from 853
Change+4 (+0%)
Value$37.6K (-$1.2K)
Filed 2026-11-06
US Bancorp \de\
UNCHANGED
Shares855 from 855
Change0 (0%)
Value$37.5K (-$1.4K)
Filed 2026-11-05
PNC Financial Services Group, Inc.
INCREASED
Shares784 from 782
Change+2 (+0%)
Value$34.4K (-$1.1K)
Filed 2026-11-06
Harbour Investments, Inc.
DECREASED
Shares751 from 1,021
Change-270 (-26%)
Value$32.9K (-$13.5K)
Filed 2026-11-09
Goodman Advisory Group, LLC
NEW
Shares730
Change+730
Value$32.0K
Filed 2026-11-02
Harbor Investment Advisory, LLC
NEW
Shares702
Change+702
Value$30.8K
Filed 2026-10-13
Smithfield Trust Co
UNCHANGED
Shares697 from 697
Change0 (0%)
Value$31 (-$1)
Filed 2026-11-09
Evolution Wealth Management Inc.
UNCHANGED
Shares632 from 632
Change0 (0%)
Value$27.7K (-$1.0K)
Filed 2026-10-28
Roble, Belko & Company, Inc
DECREASED
Shares589 from 626
Change-37 (-6%)
Value$26.0K (+$26.0K)
Filed 2026-11-09
SBI Securities Co., Ltd.
INCREASED
Shares440 from 425
Change+15 (+4%)
Value$19.3K (-$18)
Filed 2026-10-22
Farther Finance Advisors, LLC
INCREASED
Shares419 from 338
Change+81 (+24%)
Value$18.4K (+$3.0K)
Filed 2026-10-08
Gamma Investing LLC
UNCHANGED
Shares401 from 401
Change0 (0%)
Value$17.6K (-$637)
Filed 2026-10-08
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$17.5K (-$636)
Filed 2026-10-05
Pacific Center for Financial Services
INCREASED
Shares381 from 379
Change+2 (+1%)
Value$16.7K (-$529)
Filed 2026-10-15
Key FInancial Inc
UNCHANGED
Shares335 from 335
Change0 (0%)
Value$14.7K (-$532)
Filed 2026-11-02
Highline Wealth Partners LLC
UNCHANGED
Shares216 from 216
Change0 (0%)
Value$9.5K (-$343)
Filed 2026-10-19
Silver Grove Financial Group, Inc.
DECREASED
Shares213 from 217
Change-4 (-2%)
Value$9.3K (-$520)
Filed 2026-11-05
Nfsg Corp
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$8.8K (-$318)
Filed 2026-10-15
Pinnacle Bancorp, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$8.8K (-$318)
Filed 2026-10-21
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$7.7K (-$278)
Filed 2026-10-16
Beacon Investment Advisory Services, Inc.
INCREASED
Shares131 from 130
Change+1 (+1%)
Value$5.7K (-$182)
Filed 2026-10-13
Angeles Wealth Management, LLC
DECREASED
Shares110 from 171
Change-61 (-36%)
Value$4.8K (-$2.9K)
Filed 2026-10-26
Cape Investment Advisory, Inc.
INCREASED
Shares86 from 85
Change+1 (+1%)
Value$3.8K (-$119)
Filed 2026-10-13
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$3.1K (-$111)
Filed 2026-11-02
CX Institutional
NEW
Shares65
Change+65
Value$3
Filed 2026-10-02
EverSource Wealth Advisors, LLC
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$2.6K (-$82)
Filed 2026-11-04
Allspring Global Investments Holdings, LLC
NEW
Shares50
Change+50
Value$2.2K
Filed 2026-11-04
Assetmark, Inc
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$1.6K (-$57)
Filed 2026-10-21
Nvwm, LLC
DECREASED
Shares33 from 135
Change-102 (-76%)
Value$1.4K (-$4.7K)
Filed 2026-10-14
Simplex Trading, LLC
NEW
Shares31
Change+31
Value$1.4K
Filed 2026-11-04
Clayton Financial Group LLC
NEW
Shares30
Change+30
Value$1.3K
Filed 2026-10-13
SJS Investment Consulting Inc.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$883 (-$28)
Filed 2026-10-26
Blue Trust, Inc.
NEW
Shares14
Change+14
Value$619
Filed 2026-10-15
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$617 (-$20)
Filed 2026-10-23
Hughes Financial Services, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$180 (-$2)
Filed 2026-10-30
Thrivent Financial for Lutherans
CLOSED
Shares0 from 12,051
Change-12,051 (-100%)
Value$0 (-$548.0K)
Filed 2026-11-05
Florida Financial Advisors, LLC
CLOSED
Shares0 from 6,420
Change-6,420 (-100%)
Value$0 (-$291.7K)
Filed 2026-11-09
City Center Advisors, LLC
CLOSED
Shares0 from 5,563
Change-5,563 (-100%)
Value$0 (-$252.8K)
Filed 2026-10-08
Goldstein Advisors, LLC
CLOSED
Shares0 from 4,527
Change-4,527 (-100%)
Value$0 (-$205.7K)
Filed 2026-10-15
AdvisorNet Financial, Inc
CLOSED
Shares0 from 213
Change-213 (-100%)
Value$0 (-$9.7K)
Filed 2026-10-15
Cornerstone Planning Group LLC
CLOSED
Shares0 from 160
Change-160 (-100%)
Value$0 (-$7.0K)
Filed 2026-10-16
Salem Investment Counselors Inc
CLOSED
Shares0 from 129
Change-129 (-100%)
Value$0 (-$5.9K)
Filed 2026-10-13
Mountain Hill Investment Partners Corp.
CLOSED
Shares0 from 52
Change-52 (-100%)
Value$0 (-$2.4K)
Filed 2026-10-23
Go Invest LLC
CLOSED
Shares0 from 28
Change-28 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-09
Sims Investment Management, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$47)
Filed 2026-10-13
Raymond James Financial Inc
N/A
Shares— from 1,203,689
Change-1,203,689 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 697,047
Change-697,047 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 684,611
Change-684,611 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 562,679
Change-562,679 (-100%)
Value—
UBS Group AG
N/A
Shares— from 513,641
Change-513,641 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 421,570
Change-421,570 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 407,740
Change-407,740 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 181,452
Change-181,452 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 158,768
Change-158,768 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 125,458
Change-125,458 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 81,592
Change-81,592 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 76,367
Change-76,367 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 74,887
Change-74,887 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 69,241
Change-69,241 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 58,939
Change-58,939 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 55,992
Change-55,992 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 49,159
Change-49,159 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 48,292
Change-48,292 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 48,072
Change-48,072 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 46,540
Change-46,540 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 46,500
Change-46,500 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 43,682
Change-43,682 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 35,944
Change-35,944 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 35,620
Change-35,620 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 34,109
Change-34,109 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 29,852
Change-29,852 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 27,882
Change-27,882 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 27,112
Change-27,112 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 26,769
Change-26,769 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 23,546
Change-23,546 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 21,986
Change-21,986 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 21,338
Change-21,338 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 20,450
Change-20,450 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 19,547
Change-19,547 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 19,067
Change-19,067 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 18,783
Change-18,783 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 17,876
Change-17,876 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 16,229
Change-16,229 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 13,536
Change-13,536 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 11,929
Change-11,929 (-100%)
Value—
&partners
N/A
Shares— from 11,669
Change-11,669 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 10,666
Change-10,666 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 9,704
Change-9,704 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 9,384
Change-9,384 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 9,219
Change-9,219 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 9,032
Change-9,032 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 8,665
Change-8,665 (-100%)
Value—
FMR LLC
N/A
Shares— from 8,031
Change-8,031 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 7,912
Change-7,912 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 7,039
Change-7,039 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 7,002
Change-7,002 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 6,892
Change-6,892 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 5,630
Change-5,630 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 5,604
Change-5,604 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 5,573
Change-5,573 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 5,475
Change-5,475 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 5,474
Change-5,474 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 5,409
Change-5,409 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 4,982
Change-4,982 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 4,933
Change-4,933 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 4,749
Change-4,749 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 4,568
Change-4,568 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 4,171
Change-4,171 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 4,004
Change-4,004 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 3,938
Change-3,938 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 3,455
Change-3,455 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 3,357
Change-3,357 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 3,270
Change-3,270 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,939
Change-2,939 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 2,913
Change-2,913 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,293
Change-2,293 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,877
Change-1,877 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,546
Change-1,546 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 1,001
Change-1,001 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 426
Change-426 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 340
Change-340 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 309
Change-309 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 305
Change-305 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 302
Change-302 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 295
Change-295 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 246
Change-246 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 240
Change-240 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 210
Change-210 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 138
Change-138 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 137
Change-137 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 134
Change-134 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 113
Change-113 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 103
Change-103 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 18
Change-18 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 11
Change-11 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Status
LPL Financial LLC
INCREASED755,326634,084+121,242+19%$28.8M$33.1M+$4.3M2026-11-06
Retirement Financial Solutions, LLC
INCREASED488,139473,142+14,997+3%$21.5M$21.4M-$94.7K2026-10-20
Erickson Financial Group, LLC
INCREASED237,106233,584+3,522+2%$10.6M$10.4M-$217.0K2026-11-05
Wealthcare Advisory Partners LLC
INCREASED153,510151,556+1,954+1%$6.9M$6.7M-$155.3K2026-10-21
Gerber Kawasaki Wealth & Investment Management
DECREASED149,502151,066-1,564-1%$6.9M$6.6M-$308.8K2026-10-29
Purus Wealth Management, LLC
INCREASED145,868140,462+5,406+4%$6.4M$6.4M+$13.7K2026-10-15
Commonwealth Equity Services, LLC
INCREASED122,348106,359+15,989+15%$4.8M$5.4M+$532.0K2026-11-02
Wealthfront Advisers LLC
INCREASED120,574117,512+3,062+3%$5.3M$5.3M-$52.6K2026-11-09
Guidance Capital, Inc
INCREASED70,40067,017+3,383+5%$3.0M$3.1M+$113.9K2026-11-03
Novem Group
DECREASED60,65063,650-3,000-5%$2.9M$2.7M-$232.8K2026-10-19
Gerber, LLC
UNCHANGED45,20045,20000%$2.1M$2.0M-$71.9K2026-10-21
Systelligence, LLC
DECREASED38,424601,821-563,397-94%$27.3M$2.5M-$24.8M2026-11-05
Ellerson Group Inc
INCREASED35,84726,911+8,936+33%$1.2M$1.6M+$356.9K2026-11-04
Brookstone Capital Management
INCREASED35,68133,381+2,300+7%$1.5M$1.6M+$47.8K2026-10-22
McKinley Carter Wealth Services, Inc.
DECREASED33,44434,251-807-2%$1.6M$1.5M-$89.8K2026-10-16
Proactive Wealth Strategies LLC
INCREASED27,28827,168+120+0%$1.2M$1.2M-$37.9K2026-11-09
Mirae Asset Global Investments Co., Ltd.
UNCHANGED26,85926,85900%$1.2M$1.2M-$42.7K2026-11-03
WealthCare Investment Partners, LLC
INCREASED25,39324,304+1,089+4%$1.1M$1.1M+$9.1K2026-11-05
Rasp Wealth Solutions, LLC
INCREASED23,77617,568+6,208+35%$798.3K$1.0M+$244.3K2026-11-06
Tannin Capital LLC
INCREASED22,88022,811+69+0%$1.0M$1.0M-$33.2K2026-11-05
Cannon Capital Management, Inc.
DECREASED20,98021,367-387-2%$970.9K$920.0K-$50.9K2026-11-03
Clearstead Advisors, LLC
UNCHANGED20,60420,60400%$936.2K$903.5K-$32.8K2026-11-06
Western Wealth Management, LLC
DECREASED17,32017,578-258-1%$798.8K$759.5K-$39.3K2026-11-09
Wedbush Securities Inc
DECREASED16,83917,122-283-2%$778.0K$738.0K-$40.0K2026-10-22
IFP Advisors, Inc
INCREASED16,0261,121+14,905+1330%$50.9K$702.7K+$651.8K2026-10-16
Wealth Enhancement Advisory Services, LLC
DECREASED15,98516,819-834-5%$757.7K$710.7K-$47.0K2026-10-13
D.A. Davidson & Co.
NEW13,756—+13,756——$603.2K—2026-10-28
Mystic Asset Management, Inc.
UNCHANGED13,56513,56500%$616.4K$594.8K-$21.6K2026-10-15
Cambridge Investment Research Advisors, Inc.
DECREASED12,31112,681-370-3%$576.0K$540.0K-$36.0K2026-11-02
Creative Planning
DECREASED11,58919,801-8,212-41%$899.7K$508.2K-$391.6K2026-11-02
Capital Investment Advisory Services, LLC
INCREASED11,58111,578+3+0%$526.1K$507.8K-$18.3K2026-10-30
HUB Investment Partners, LLC
NEW11,434—+11,434——$501.4K—2026-11-03
RMR Wealth Builders
INCREASED11,11111,109+2+0%$504.8K$487.2K-$17.6K2026-10-22
Greystone Financial Group, LLC
NEW10,298—+10,298——$451.6K—2026-10-26
Oppenheimer & Co Inc
DECREASED9,8919,939-480%$451.6K$433.7K-$17.9K2026-10-26
Rossby Financial, LCC
INCREASED8,6818,077+604+7%$367.0K$380.7K+$13.6K2026-11-05
TD Waterhouse Canada Inc.
DECREASED8,5388,556-180%$389.0K$376.9K-$12.2K2026-10-16
Truist Financial Corp
DECREASED8,0308,751-721-8%$397.7K$352.1K-$45.5K2026-10-30
Fortune Financial Group, Inc.
DECREASED7,6717,929-258-3%$360.3K$336.4K-$23.9K2026-10-22
Gill Capital Partners, LLC
UNCHANGED7,6437,64300%$347.3K$335.1K-$12.2K2026-10-13
Ellis Investment Partners, LLC
DECREASED7,4558,207-752-9%$373.0K$326.9K-$46.0K2026-10-21
Bank of Montreal
DECREASED7,3947,452-58-1%$338.6K$324.2K-$14.4K2026-11-09
Global View Capital Management LLC
DECREASED7,30217,816-10,514-59%$809.6K$320.2K-$489.4K2026-10-28
Retirement Planning Co of New England, Inc.
DECREASED6,5326,982-450-6%$317.3K$286.4K-$30.8K2026-10-15
Pinnacle Financial Group, LLC / IL
INCREASED6,4296,413+16+0%$291.4K$281.9K-$9.5K2026-10-29
Independent Financial Group, LLC
INCREASED6,2775,304+973+18%$241.0K$275.3K+$34.2K2026-10-13
HighPoint Advisor Group LLC
INCREASED6,1336,057+76+1%$275.2K$268.9K-$6.3K2026-11-09
Fullerton Advisors, LLC
DECREASED6,1297,357-1,228-17%$334.3K$268.7K-$65.6K2026-10-14
Patten Group, Inc.
INCREASED5,8624,832+1,030+21%$219.6K$257.0K+$37.5K2026-10-26
Triton Wealth Management, Pllc
UNCHANGED5,3685,36800%$240.9K$237.7K-$3.2K2026-11-04
Congress Park Capital LLC
INCREASED5,2274,990+237+5%$226.7K$229.2K+$2.5K2026-10-13
Prospera Financial Services Inc
DECREASED5,19825,661-20,463-80%$1.2M$228.9K-$937.9K2026-11-04
Finward Bancorp
UNCHANGED5,1805,18000%$235.4K$227.1K-$8.2K2026-10-14
Brandywine OAK Private Wealth LLC
UNCHANGED5,1505,15000%$234.0K$225.8K-$8.2K2026-10-23
Kendall Capital Management
UNCHANGED5,1215,12100%$232.7K$224.6K-$8.1K2026-10-23
Flagship Harbor Advisors, LLC
NEW4,726—+4,726——$207.2K—2026-10-26
Washington Trust Co
UNCHANGED4,5934,59300%$208.7K$201.4K-$7.3K2026-10-22
International Assets Investment Management, LLC
INCREASED4,5674,231+336+8%$192.6K$201.6K+$9.1K2026-11-02
JFS Wealth Advisors, LLC
UNCHANGED3,7883,78800%$172.1K$166.1K-$6.0K2026-11-03
Realta Investment Advisors
NEW2,603—+2,603——$114.1K—2026-10-14
Plante Moran Financial Advisors, LLC
UNCHANGED2,3972,39700%$108.9K$105.1K-$3.8K2026-11-04
Latitude Advisors, LLC
NEW1,804—+1,804——$79.1K—2026-10-27
Allworth Financial LP
INCREASED1,5841,033+551+53%$46.9K$72.0K+$25.0K2026-11-06
Jacobi Capital Management LLC
NEW1,500—+1,500——$65.8K—2026-11-05
Investment Research & Advisory Group, Inc.
INCREASED1,3391,333+6+0%$60.6K$58.7K-$1.9K2026-10-19
Geneos Wealth Management Inc.
UNCHANGED1,3001,30000%$59.1K$57.0K-$2.1K2026-11-09
Fifth Third Bancorp
UNCHANGED1,1751,17500%$53.4K$51.5K-$1.9K2026-11-05
Trust Co of Vermont
NEW925—+925——$40.6K—2026-10-21
Winch Advisory Services, LLC
INCREASED857853+4+0%$38.8K$37.6K-$1.2K2026-11-06
US Bancorp \de\
UNCHANGED85585500%$38.9K$37.5K-$1.4K2026-11-05
PNC Financial Services Group, Inc.
INCREASED784782+2+0%$35.5K$34.4K-$1.1K2026-11-06
Harbour Investments, Inc.
DECREASED7511,021-270-26%$46.4K$32.9K-$13.5K2026-11-09
Goodman Advisory Group, LLC
NEW730—+730——$32.0K—2026-11-02
Harbor Investment Advisory, LLC
NEW702—+702——$30.8K—2026-10-13
Smithfield Trust Co
UNCHANGED69769700%$32$31-$12026-11-09
Evolution Wealth Management Inc.
UNCHANGED63263200%$28.7K$27.7K-$1.0K2026-10-28
Roble, Belko & Company, Inc
DECREASED589626-37-6%$28$26.0K+$26.0K2026-11-09
SBI Securities Co., Ltd.
INCREASED440425+15+4%$19.3K$19.3K-$182026-10-22
Farther Finance Advisors, LLC
INCREASED419338+81+24%$15.4K$18.4K+$3.0K2026-10-08
Gamma Investing LLC
UNCHANGED40140100%$18.2K$17.6K-$6372026-10-08
MassMutual Private Wealth & Trust, FSB
UNCHANGED40040000%$18.2K$17.5K-$6362026-10-05
Pacific Center for Financial Services
INCREASED381379+2+1%$17.2K$16.7K-$5292026-10-15
Key FInancial Inc
UNCHANGED33533500%$15.2K$14.7K-$5322026-11-02
Highline Wealth Partners LLC
UNCHANGED21621600%$9.8K$9.5K-$3432026-10-19
Silver Grove Financial Group, Inc.
DECREASED213217-4-2%$9.9K$9.3K-$5202026-11-05
Nfsg Corp
UNCHANGED20020000%$9.1K$8.8K-$3182026-10-15
Pinnacle Bancorp, Inc.
UNCHANGED20020000%$9.1K$8.8K-$3182026-10-21
DiNuzzo Private Wealth, Inc.
UNCHANGED17517500%$8.0K$7.7K-$2782026-10-16
Beacon Investment Advisory Services, Inc.
INCREASED131130+1+1%$5.9K$5.7K-$1822026-10-13
Angeles Wealth Management, LLC
DECREASED110171-61-36%$7.8K$4.8K-$2.9K2026-10-26
Cape Investment Advisory, Inc.
INCREASED8685+1+1%$3.9K$3.8K-$1192026-10-13
Quest 10 Wealth Builders, Inc.
UNCHANGED707000%$3.2K$3.1K-$1112026-11-02
CX Institutional
NEW65—+65——$3—2026-10-02
EverSource Wealth Advisors, LLC
UNCHANGED595900%$2.7K$2.6K-$822026-11-04
Allspring Global Investments Holdings, LLC
NEW50—+50——$2.2K—2026-11-04
Assetmark, Inc
UNCHANGED363600%$1.6K$1.6K-$572026-10-21
Nvwm, LLC
DECREASED33135-102-76%$6.1K$1.4K-$4.7K2026-10-14
Simplex Trading, LLC
NEW31—+31——$1.4K—2026-11-04
Clayton Financial Group LLC
NEW30—+30——$1.3K—2026-10-13
SJS Investment Consulting Inc.
UNCHANGED202000%$911$883-$282026-10-26
Blue Trust, Inc.
NEW14—+14——$619—2026-10-15
Dhjj Financial Advisors, Ltd.
UNCHANGED141400%$637$617-$202026-10-23
Hughes Financial Services, LLC
UNCHANGED4400%$182$180-$22026-10-30
Thrivent Financial for Lutherans
CLOSED012,051-12,051-100%$548.0K$0-$548.0K2026-11-05
Florida Financial Advisors, LLC
CLOSED06,420-6,420-100%$291.7K$0-$291.7K2026-11-09
City Center Advisors, LLC
CLOSED05,563-5,563-100%$252.8K$0-$252.8K2026-10-08
Goldstein Advisors, LLC
CLOSED04,527-4,527-100%$205.7K$0-$205.7K2026-10-15
AdvisorNet Financial, Inc
CLOSED0213-213-100%$9.7K$0-$9.7K2026-10-15
Cornerstone Planning Group LLC
CLOSED0160-160-100%$7.0K$0-$7.0K2026-10-16
Salem Investment Counselors Inc
CLOSED0129-129-100%$5.9K$0-$5.9K2026-10-13
Mountain Hill Investment Partners Corp.
CLOSED052-52-100%$2.4K$0-$2.4K2026-10-23
Go Invest LLC
CLOSED028-28-100%$1.3K$0-$1.3K2026-10-09
Sims Investment Management, LLC
CLOSED01-1-100%$47$0-$472026-10-13
Raymond James Financial Inc
N/A—1,203,689-1,203,689-100%$54.7M———
Jones Financial Companies Lllp
N/A—697,047-697,047-100%$31.0M———
Osaic Holdings, Inc.
N/A—684,611-684,611-100%$31.1M———
LRI Investments, LLC
N/A—562,679-562,679-100%$562.7K———
UBS Group AG
N/A—513,641-513,641-100%$23.3M———
Morgan Stanley
N/A—421,570-421,570-100%$19.2M———
Wells Fargo & Company
N/A—407,740-407,740-100%$18.5M———
Ameriprise Financial Inc
N/A—181,452-181,452-100%$8.2M———
Bank of America Corp
N/A—158,768-158,768-100%$7.2M———
Beacon Pointe Advisors, LLC
N/A—125,458-125,458-100%$5.7M———
Royal Bank of Canada
N/A—81,592-81,592-100%$3.7M———
Essex Financial Services, Inc.
N/A—76,367-76,367-100%$3.5M———
Natixis Advisors, LLC
N/A—74,887-74,887-100%$3.4M———
Brookwood Investment Group LLC
N/A—69,241-69,241-100%$3.1M———
Private Advisor Group, LLC
N/A—58,939-58,939-100%$2.7M———
Arax Advisory Partners
N/A—55,992-55,992-100%$2.5M———
CI Investments Inc.
N/A—49,159-49,159-100%$2.2M———
Cetera Investment Advisers
N/A—48,292-48,292-100%$2.2M———
Tradition Wealth Management, LLC
N/A—48,072-48,072-100%$2.2M———
Texas Yale Capital Corp.
N/A—46,540-46,540-100%$2.1M———
Nomura Asset Management Co LTD
N/A—46,500-46,500-100%$2.1M———
Granite Bay Wealth Management, LLC
N/A—43,682-43,682-100%$2.0M———
Goldstone Financial Group, LLC
N/A—35,944-35,944-100%$1.6M———
Equitable Holdings, Inc.
N/A—35,620-35,620-100%$1.6M———
Kingsview Wealth Management, LLC
N/A—34,109-34,109-100%$1.5M———
Northwestern Mutual Wealth Management Co
N/A—29,852-29,852-100%$1.4M———
Greenline Wealth Management LLC
N/A—27,882-27,882-100%$1.3M———
Spirepoint Private Client, LLC
N/A—27,112-27,112-100%$1.2M———
NewEdge Advisors, LLC
N/A—26,769-26,769-100%$1.2M———
Mariner, LLC
N/A—23,546-23,546-100%$1.1M———
Focus Partners Wealth
N/A—21,986-21,986-100%$999.1K———
Bleakley Financial Group, LLC
N/A—21,338-21,338-100%$969.6K———
United Capital Financial Advisors, LLC
N/A—20,450-20,450-100%$929.1K———
Baird Financial Group, Inc.
N/A—19,547-19,547-100%$888.2K———
Arkadios Wealth Advisors
N/A—19,067-19,067-100%$866.4K———
Envestnet Asset Management Inc
N/A—18,783-18,783-100%$853.5K———
HighTower Advisors, LLC
N/A—17,876-17,876-100%$812.3K———
Coppell Advisory Solutions LLC
N/A—16,229-16,229-100%$731.1K———
Cresset Asset Management, LLC
N/A—13,536-13,536-100%$615.1K———
Tower Research Capital LLC (TRC)
N/A—11,929-11,929-100%$542.1K———
&partners
N/A—11,669-11,669-100%$530.2K———
MML Investors Services, LLC
N/A—10,666-10,666-100%$484.7K———
Stifel Financial Corp
N/A—9,704-9,704-100%$441.0K———
Pointe Capital Management LLC
N/A—9,384-9,384-100%$426.4K———
Rockefeller Capital Management L.P.
N/A—9,219-9,219-100%$418.9K———
CIBC Bancorp USA Inc.
N/A—9,032-9,032-100%$410.4K———
JPMorgan Chase & Co
N/A—8,665-8,665-100%$390.6K———
FMR LLC
N/A—8,031-8,031-100%$364.9K———
World Investment Advisors
N/A—7,912-7,912-100%$310.3K———
Centaurus Financial, Inc.
N/A—7,039-7,039-100%$320.0K———
Mercer Global Advisors Inc
N/A—7,002-7,002-100%$318.2K———
Stratos Wealth Partners, Ltd.
N/A—6,892-6,892-100%$313.2K———
Thompson David Blair
N/A—5,630-5,630-100%$255.8K———
IHT Wealth Management, LLC
N/A—5,604-5,604-100%$254.6K———
Sequoia Financial Advisors, LLC
N/A—5,573-5,573-100%$253.2K———
Mutual Advisors, LLC
N/A—5,475-5,475-100%$248.8K———
Runnymede Capital Advisors, Inc.
N/A—5,474-5,474-100%$248.7K———
Cerity Partners LLC
N/A—5,409-5,409-100%$245.8K———
Principal Securities, Inc.
N/A—4,982-4,982-100%$226.4K———
Janney Montgomery Scott LLC
N/A—4,933-4,933-100%$224.0K———
Castle Wealth Management LLC
N/A—4,749-4,749-100%$215.8K———
Integrated Wealth Concepts LLC
N/A—4,568-4,568-100%$207.6K———
Qube Research & Technologies Ltd
N/A—4,171-4,171-100%$189.5K———
SHP Wealth Management
N/A—4,004-4,004-100%$181.9K———
Bogart Wealth, LLC
N/A—3,938-3,938-100%$178.9K———
Topsail Wealth Management, LLC
N/A—3,455-3,455-100%$157.0K———
Global Retirement Partners, LLC
N/A—3,357-3,357-100%$152.5K———
TD Capital Management LLC
N/A—3,270-3,270-100%$148.6K———
Steward Partners Investment Advisory, LLC
N/A—2,939-2,939-100%$133.6K———
Ancora Advisors LLCA
N/A—2,913-2,913-100%$132.4K———
BlackRock, Inc.
N/A—2,293-2,293-100%$104.2K———
Aptus Capital Advisors, LLC
N/A—1,877-1,877-100%$85.3K———
National Bank of Canada
N/A—1,546-1,546-100%$70.2K———
Marshall Investment Management, LLC
N/A—1,001-1,001-100%$45.5K———
Fourth Dimension Wealth, LLC
N/A—500-500-100%$22.7K———
Aventura Private Wealth, LLC
N/A—450-450-100%$20.4K———
AE Wealth Management LLC
N/A—426-426-100%$19.4K———
Ankerstar Wealth, LLC
N/A—340-340-100%$15.5K———
HHM Wealth Advisors, LLC
N/A—309-309-100%$14.0K———
Atlantic Union Bankshares Corp
N/A—305-305-100%$13.9K———
Continuum Advisory, LLC
N/A—302-302-100%$13.7K———
Strategic Wealth Partners, Ltd.
N/A—295-295-100%$13.4K———
Jackson, Grant Investment Advisers, Inc.
N/A—246-246-100%$11.2K———
Crews Bank & Trust
N/A—240-240-100%$10.9K———
UBS Asset Management Americas LLC
N/A—210-210-100%$9.5K———
O'shaughnessy Asset Management, LLC
N/A—200-200-100%$9.1K———
Capital Analysts, LLC
N/A—200-200-100%$9.0K———
Anchor Investment Management, LLC
N/A—150-150-100%$6.8K———
Hollencrest Capital Management
N/A—138-138-100%$6.3K———
Colonial Trust Co / SC
N/A—137-137-100%$6.1K———
Vanguard Advisers Inc
N/A—134-134-100%$6.1K———
Fiduciary Financial Advisors
N/A—113-113-100%$5.1K———
ST Germain D J Co Inc
N/A—103-103-100%$4.7K———
CVA Family Office, LLC
N/A—20-20-100%$909———
Financial Life Planners
N/A—18-18-100%$822———
Federation des caisses Desjardins du Quebec
N/A—11-11-100%$500———
RED Reef Advisors LLC
N/A—8-8-100%$364———
Showing 210 of 210 institutions