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Invesco Bulletshares 2029 CB (BSCT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Lido Advisors, LLC
DECREASED
Shares5,614,231 from 5,824,764
Change-210,533 (-4%)
Value$102.2M (-$6.0M)
Filed 2026-11-04
Avior Wealth Management, LLC
INCREASED
Shares2,449,929 from 2,357,478
Change+92,451 (+4%)
Value$44.6M (+$798.6K)
Filed 2026-10-13
Tlwm
INCREASED
Shares1,758,747 from 1,598,888
Change+159,859 (+10%)
Value$32.0M (+$2.3M)
Filed 2026-10-09
Clark Asset Management, LLC
INCREASED
Shares1,594,133 from 1,407,457
Change+186,676 (+13%)
Value$29.0M (+$2.9M)
Filed 2026-10-19
Moneco Advisors, LLC
INCREASED
Shares1,553,739 from 1,452,021
Change+101,718 (+7%)
Value$28.3M (+$1.3M)
Filed 2026-11-05
Brookstone Capital Management
DECREASED
Shares1,213,095 from 1,218,293
Change-5,198 (0%)
Value$22.1M (-$551.5K)
Filed 2026-10-22
Kestra Advisory Services, LLC
INCREASED
Shares1,068,734 from 897,404
Change+171,330 (+19%)
Value$19.5M (+$2.8M)
Filed 2026-11-02
Capital Investment Counsel, LLC
DECREASED
Shares849,399 from 951,103
Change-101,704 (-11%)
Value$15.5M (-$2.2M)
Filed 2026-10-14
Prospera Financial Services Inc
INCREASED
Shares833,859 from 201,669
Change+632,190 (+313%)
Value$15.3M (+$11.5M)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares793,761 from 808,845
Change-15,084 (-2%)
Value$14.4M (-$578.0K)
Filed 2026-11-02
Asset Dedication, LLC
INCREASED
Shares731,360 from 683,131
Change+48,229 (+7%)
Value$13.3M (+$621.6K)
Filed 2026-11-03
Kirr Marbach & Co LLC
INCREASED
Shares729,385 from 676,416
Change+52,969 (+8%)
Value$13.3M (+$710.4K)
Filed 2026-10-20
Carrera Capital Advisors
INCREASED
Shares651,308 from 620,177
Change+31,131 (+5%)
Value$11.9M (+$334.0K)
Filed 2026-11-03
Gill Capital Partners, LLC
DECREASED
Shares642,966 from 659,467
Change-16,501 (-2%)
Value$11.7M (-$547.6K)
Filed 2026-10-13
Straight Path Wealth Management
INCREASED
Shares620,720 from 599,064
Change+21,656 (+4%)
Value$11.3M (+$169.5K)
Filed 2026-10-23
Cookson Peirce & Co Inc
INCREASED
Shares613,546 from 595,631
Change+17,915 (+3%)
Value$11.2M (+$102.7K)
Filed 2026-10-30
Cornerstone Planning, LLC
INCREASED
Shares612,737 from 608,133
Change+4,604 (+1%)
Value$11.3M (+$26.9K)
Filed 2026-10-27
Central Valley Advisors, LLC
INCREASED
Shares592,226 from 572,218
Change+20,008 (+4%)
Value$10.8M (+$149.6K)
Filed 2026-10-27
GPM Growth Investors, Inc.
DECREASED
Shares578,127 from 583,177
Change-5,050 (-1%)
Value$10.5M (-$310.6K)
Filed 2026-10-30
First International Bank of Israel Ltd.
UNCHANGED
Shares540,000 from 540,000
Change0 (0%)
Value$9.8M (-$202.5K)
Filed 2026-11-04
HUB Investment Partners, LLC
INCREASED
Shares539,056 from 484,980
Change+54,076 (+11%)
Value$9.8M (+$802.3K)
Filed 2026-11-03
Sound Stewardship, LLC
INCREASED
Shares494,584 from 458,271
Change+36,313 (+8%)
Value$9.0M (+$489.0K)
Filed 2026-10-14
Carnegie Investment Counsel
INCREASED
Shares459,809 from 377,967
Change+81,842 (+22%)
Value$8.4M (+$1.3M)
Filed 2026-10-20
Carroll Advisory Group, LLC
INCREASED
Shares438,229 from 374,457
Change+63,772 (+17%)
Value$8.0M (+$1.0M)
Filed 2026-10-16
Marietta Wealth Management, LLC
INCREASED
Shares424,325 from 416,957
Change+7,368 (+2%)
Value$7.8M (+$9.6K)
Filed 2026-10-22
Kathmere Capital Management, LLC
DECREASED
Shares421,196 from 425,184
Change-3,988 (-1%)
Value$7.7M (-$232.0K)
Filed 2026-10-20
Financial Solutions Advisory Group, Inc.
INCREASED
Shares388,555 from 338,222
Change+50,333 (+15%)
Value$7.1M (+$837.3K)
Filed 2026-10-28
SFE Investment Counsel
INCREASED
Shares384,947 from 344,227
Change+40,720 (+12%)
Value$7.0M (+$612.0K)
Filed 2026-10-29
Ledgewood Wealth Advisors, LLC
DECREASED
Shares380,738 from 404,458
Change-23,720 (-6%)
Value$6.9M (-$583.4K)
Filed 2026-10-09
Commonwealth Equity Services, LLC
INCREASED
Shares380,117 from 376,906
Change+3,211 (+1%)
Value$6.9M (-$82.9K)
Filed 2026-11-02
Hengehold Capital Management LLC
INCREASED
Shares350,359 from 348,588
Change+1,771 (+1%)
Value$6.4M (-$98.5K)
Filed 2026-10-16
Parr Mcknight Wealth Management Group, LLC
INCREASED
Shares346,594 from 333,719
Change+12,875 (+4%)
Value$6.3M (+$109.2K)
Filed 2026-10-30
Carmel Capital Partners, LLC
DECREASED
Shares341,466 from 352,309
Change-10,843 (-3%)
Value$6.2M (-$329.5K)
Filed 2026-11-03
Decker Wealth Management LLC
INCREASED
Shares336,267 from 331,204
Change+5,063 (+2%)
Value$6.1M (-$32.1K)
Filed 2026-10-09
Wilkins Miller Wealth Management, LLC
INCREASED
Shares327,532 from 317,100
Change+10,432 (+3%)
Value$6.0M (+$71.0K)
Filed 2026-10-13
BCS Wealth Management
INCREASED
Shares323,397 from 308,513
Change+14,884 (+5%)
Value$5.9M (+$155.2K)
Filed 2026-11-03
Howard Wealth Management, LLC
INCREASED
Shares310,049 from 300,074
Change+9,975 (+3%)
Value$5.6M (+$69.0K)
Filed 2026-10-28
Farnam Financial LLC
INCREASED
Shares301,374 from 295,926
Change+5,448 (+2%)
Value$5.5M (+$22.8K)
Filed 2026-10-21
Red Spruce Capital, LLC
INCREASED
Shares300,852 from 297,737
Change+3,115 (+1%)
Value$5.5M (-$55.0K)
Filed 2026-10-07
Truist Financial Corp
INCREASED
Shares292,721 from 277,628
Change+15,093 (+5%)
Value$5.3M (+$170.6K)
Filed 2026-10-30
AA Financial Advisors, LLC
DECREASED
Shares285,119 from 326,443
Change-41,324 (-13%)
Value$5.2M (-$874.5K)
Filed 2026-10-19
NorthAvenue LLC
INCREASED
Shares278,081 from 269,415
Change+8,666 (+3%)
Value$5.1M (+$56.7K)
Filed 2026-10-29
Mesirow Financial Investment Management, Inc.
NEW
Shares277,288
Change+277,288
Value$5.0M
Filed 2026-11-05
Trilogy Capital Inc.
INCREASED
Shares268,663 from 248,221
Change+20,442 (+8%)
Value$4.9M (+$279.0K)
Filed 2026-10-20
MGO One Seven LLC
DECREASED
Shares253,366 from 331,420
Change-78,054 (-24%)
Value$4.6M (-$1.5M)
Filed 2026-10-28
Laurel Wealth Advisors LLC
INCREASED
Shares242,701 from 220,918
Change+21,783 (+10%)
Value$4.4M (+$313.6K)
Filed 2026-10-27
Horizons Wealth Management
NEW
Shares232,358
Change+232,358
Value$4.2M
Filed 2026-10-05
Parisi Gray Wealth Management
INCREASED
Shares230,027 from 225,408
Change+4,619 (+2%)
Value$4.2M (-$460)
Filed 2026-10-16
S.E.E.D. Planning Group LLC
DECREASED
Shares220,577 from 221,366
Change-789 (0%)
Value$4.0M (-$97.4K)
Filed 2026-10-07
Advisory Solutions Group, LLC
NEW
Shares218,495
Change+218,495
Value$4.0M
Filed 2026-10-14
Infinity Wealth Counsel, LLC
INCREASED
Shares201,834 from 198,550
Change+3,284 (+2%)
Value$3.7M (-$14.7K)
Filed 2026-10-15
Pacific Wealth Strategies Group, Inc.
INCREASED
Shares195,828 from 180,594
Change+15,234 (+8%)
Value$3.6M (+$209.5K)
Filed 2026-11-02
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares188,586 from 186,569
Change+2,017 (+1%)
Value$3.4M (-$33.2K)
Filed 2026-10-27
Opulen Financial Group LLC
INCREASED
Shares181,464 from 174,990
Change+6,474 (+4%)
Value$3.3M (+$52.2K)
Filed 2026-10-22
Old Port Advisors
INCREASED
Shares181,267 from 177,576
Change+3,691 (+2%)
Value$3.3M (+$584)
Filed 2026-10-23
Livet Wealth, LLC
INCREASED
Shares168,100 from 131,077
Change+37,023 (+28%)
Value$3.1M (+$624.7K)
Filed 2026-10-27
AlphaStar Capital Management, LLC
INCREASED
Shares161,820 from 149,151
Change+12,669 (+8%)
Value$2.9M (+$174.6K)
Filed 2026-10-16
Silverlake Wealth Management LLC
INCREASED
Shares160,633 from 145,660
Change+14,973 (+10%)
Value$2.9M (+$217.9K)
Filed 2026-10-21
Oliver Luxxe Assets LLC
INCREASED
Shares149,279 from 138,701
Change+10,578 (+8%)
Value$2.7M (+$140.5K)
Filed 2026-10-14
Ironwood Financial, llc
DECREASED
Shares144,323 from 151,148
Change-6,825 (-5%)
Value$2.6M (-$171.8K)
Filed 2026-10-20
Fourpath Capital Management, LLC
INCREASED
Shares135,442 from 126,388
Change+9,054 (+7%)
Value$2.5M (+$117.4K)
Filed 2026-10-19
Milestones Private Investment Advisors LLC
DECREASED
Shares135,376 from 136,386
Change-1,010 (-1%)
Value$2.5M (-$69.5K)
Filed 2026-10-19
Apollon Wealth Management, LLC
DECREASED
Shares132,337 from 215,958
Change-83,621 (-39%)
Value$2.4M (-$1.6M)
Filed 2026-10-23
CRA Financial Services, LLC
INCREASED
Shares127,124 from 123,346
Change+3,778 (+3%)
Value$2.3M (+$22.5K)
Filed 2026-10-16
VestGen Advisors, LLC
DECREASED
Shares126,490 from 126,728
Change-238 (0%)
Value$2.3M (-$51.8K)
Filed 2026-10-27
Wagner Wealth Management, Corp
INCREASED
Shares118,136 from 101,523
Change+16,613 (+16%)
Value$2.2M (+$264.3K)
Filed 2026-10-20
Semitam Bonam LLC
INCREASED
Shares114,342 from 104,758
Change+9,584 (+9%)
Value$2.1M (+$135.1K)
Filed 2026-10-27
Sigma Planning Corp
DECREASED
Shares112,910 from 115,175
Change-2,265 (-2%)
Value$2.1M (-$84.4K)
Filed 2026-10-23
Atria Investments, Inc
DECREASED
Shares107,431 from 164,216
Change-56,785 (-35%)
Value$2.0M (-$1.1M)
Filed 2026-10-15
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares105,729 from 106,492
Change-763 (-1%)
Value$1.9M (-$43.8K)
Filed 2026-10-13
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares95,157 from 87,016
Change+8,141 (+9%)
Value$1.7M (+$115.5K)
Filed 2026-10-13
Butensky & Cohen Financial Security, Inc
INCREASED
Shares92,003 from 86,226
Change+5,777 (+7%)
Value$1.7M (+$72.8K)
Filed 2026-10-13
Thrivent Financial for Lutherans
NEW
Shares88,567
Change+88,567
Value$1.6M
Filed 2026-11-05
G2 Capital Management, LLC / OH
INCREASED
Shares88,346 from 87,350
Change+996 (+1%)
Value$1.6M (-$14.6K)
Filed 2026-10-23
Matthew Goff Investment Advisor, LLC
INCREASED
Shares83,683 from 75,600
Change+8,083 (+11%)
Value$1.5M (+$118.8K)
Filed 2026-10-13
Whitener Capital Management, Inc.
INCREASED
Shares79,468 from 64,924
Change+14,544 (+22%)
Value$1.4M (+$240.4K)
Filed 2026-10-15
Parallel Advisors, LLC
INCREASED
Shares78,385 from 52,165
Change+26,220 (+50%)
Value$1.4M (+$457.6K)
Filed 2026-11-03
Continuum Wealth Advisors, LLC
UNCHANGED
Shares78,132 from 78,132
Change0 (0%)
Value$1.4M (-$29.3K)
Filed 2026-10-20
Sawgrass Asset Management LLC
UNCHANGED
Shares77,459 from 77,459
Change0 (0%)
Value$1.4M (-$29.0K)
Filed 2026-11-03
Evexia Wealth LLC
INCREASED
Shares76,429 from 73,173
Change+3,256 (+4%)
Value$1.4M (+$41.9K)
Filed 2026-11-05
Wingate Wealth Advisors, Inc.
INCREASED
Shares71,187 from 68,030
Change+3,157 (+5%)
Value$1.3M (+$31.9K)
Filed 2026-10-26
Independence Bank of Kentucky
INCREASED
Shares70,028 from 67,186
Change+2,842 (+4%)
Value$1.3M (+$26.5K)
Filed 2026-10-26
Unified Investment Management
INCREASED
Shares69,444 from 65,332
Change+4,112 (+6%)
Value$1.3M (+$50.3K)
Filed 2026-10-14
Apella Capital, LLC
INCREASED
Shares68,956 from 55,844
Change+13,112 (+23%)
Value$1.3M (+$223.4K)
Filed 2026-10-08
Meridian Financial Partners LLC
DECREASED
Shares67,051 from 68,041
Change-990 (-1%)
Value$1.2M (-$37.5K)
Filed 2026-10-23
Schear Investment Advisers, LLC
NEW
Shares64,116
Change+64,116
Value$1.2M
Filed 2026-10-14
Tempo Wealth, LLC
DECREASED
Shares64,116 from 82,099
Change-17,983 (-22%)
Value$1.2M (-$358.1K)
Filed 2026-10-14
Towne Trust Company, N.a
INCREASED
Shares63,974 from 59,117
Change+4,857 (+8%)
Value$1.2M (+$66.2K)
Filed 2026-10-28
Kohmann Bosshard Financial Services, LLC
UNCHANGED
Shares63,754 from 63,754
Change0 (0%)
Value$1.2M (-$23.9K)
Filed 2026-11-04
Redmond Asset Management, LLC
INCREASED
Shares61,397 from 51,554
Change+9,843 (+19%)
Value$1.1M (+$159.8K)
Filed 2026-10-27
Kestra Private Wealth Services, LLC
DECREASED
Shares58,536 from 78,193
Change-19,657 (-25%)
Value$1.1M (-$387.1K)
Filed 2026-10-30
Segment Wealth Management, LLC
DECREASED
Shares57,820 from 58,665
Change-845 (-1%)
Value$1.1M (-$37.4K)
Filed 2026-10-26
SAX Wealth Advisors, LLC
INCREASED
Shares57,375 from 48,079
Change+9,296 (+19%)
Value$1.0M (+$147.0K)
Filed 2026-10-13
Legacy Wealth Management, LLC / MS
DECREASED
Shares56,756 from 98,956
Change-42,200 (-43%)
Value$1.0M (-$805.1K)
Filed 2026-10-30
Redwood Financial Network Corp
INCREASED
Shares54,613 from 54,320
Change+293 (+1%)
Value$993.9K (-$15.1K)
Filed 2026-11-03
Concurrent Investment Advisors, LLC
INCREASED
Shares52,698 from 42,212
Change+10,486 (+25%)
Value$959.1K (+$175.0K)
Filed 2026-10-16
American Institute for Advanced Investment Management, LLP
INCREASED
Shares52,190 from 42,650
Change+9,540 (+22%)
Value$949.9K (+$157.6K)
Filed 2026-11-03
Cordatus Wealth Management LLC
INCREASED
Shares51,999 from 51,798
Change+201 (+0%)
Value$946.4K (-$15.8K)
Filed 2026-10-19
Western Financial Corp
INCREASED
Shares51,450 from 51,043
Change+407 (+1%)
Value$936.4K (-$11.7K)
Filed 2026-10-14
Accurate Wealth Management, LLC
INCREASED
Shares50,424 from 36,595
Change+13,829 (+38%)
Value$921.5K (+$242.3K)
Filed 2026-10-20
SJS Investment Consulting Inc.
UNCHANGED
Shares50,247 from 50,247
Change0 (0%)
Value$914.5K (-$18.8K)
Filed 2026-10-26
Creative Planning
INCREASED
Shares49,147 from 47,936
Change+1,211 (+3%)
Value$894.5K (+$4.1K)
Filed 2026-11-02
4Thought Financial Group Inc.
INCREASED
Shares48,167 from 47,961
Change+206 (+0%)
Value$876.6K (-$14.2K)
Filed 2026-11-02
Golden Reserve Retirement LLC
DECREASED
Shares46,810 from 47,971
Change-1,161 (-2%)
Value$851.9K (-$39.1K)
Filed 2026-11-02
City Holding Co
UNCHANGED
Shares45,150 from 45,150
Change0 (0%)
Value$821.3K (-$17.2K)
Filed 2026-10-19
Mission Wealth Management, LP
DECREASED
Shares44,751 from 50,699
Change-5,948 (-12%)
Value$814.5K (-$127.3K)
Filed 2026-10-15
Cypress Wealth Services, LLC
INCREASED
Shares44,268 from 43,735
Change+533 (+1%)
Value$808.1K (-$4.3K)
Filed 2026-10-21
XY Planning Network, Inc.
INCREASED
Shares41,996 from 30,896
Change+11,100 (+36%)
Value$764.3K (+$190.4K)
Filed 2026-10-14
Key FInancial Inc
INCREASED
Shares41,872 from 38,807
Change+3,065 (+8%)
Value$762.1K (+$41.2K)
Filed 2026-11-02
Aprio Wealth Management, LLC
INCREASED
Shares41,484 from 37,152
Change+4,332 (+12%)
Value$755.0K (+$64.9K)
Filed 2026-10-28
Jm2 Capital Inc.
INCREASED
Shares39,512 from 37,544
Change+1,968 (+5%)
Value$719.1K (+$21.7K)
Filed 2026-10-14
Allen Capital Group, LLC
INCREASED
Shares38,184 from 36,420
Change+1,764 (+5%)
Value$694.9K (+$18.4K)
Filed 2026-10-27
Sowell Financial Services LLC
INCREASED
Shares37,806 from 34,423
Change+3,383 (+10%)
Value$688.1K (+$48.7K)
Filed 2026-10-23
Axxcess Wealth Management, LLC
INCREASED
Shares37,497 from 29,532
Change+7,965 (+27%)
Value$682.4K (+$133.9K)
Filed 2026-10-21
Wealth Quarterback LLC
INCREASED
Shares36,323 from 30,485
Change+5,838 (+19%)
Value$661.1K (+$94.8K)
Filed 2026-10-20
HB Wealth Management, LLC
INCREASED
Shares34,269 from 34,224
Change+45 (+0%)
Value$623.7K (-$12.0K)
Filed 2026-10-23
Diversify Advisory Services, LLC
INCREASED
Shares32,618 from 10,142
Change+22,476 (+222%)
Value$597.1K (+$409.9K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares32,618 from 10,142
Change+22,476 (+222%)
Value$597.1K (+$409.9K)
Filed 2026-10-20
Pinnacle Financial Group, LLC / IL
INCREASED
Shares31,430 from 21,160
Change+10,270 (+49%)
Value$572.0K (+$179.0K)
Filed 2026-10-29
Insight Wealth Partners, LLC
INCREASED
Shares31,181 from 29,677
Change+1,504 (+5%)
Value$567.5K (+$16.2K)
Filed 2026-10-26
First Fiduciary Investment Counsel, Inc.
INCREASED
Shares30,390 from 26,265
Change+4,125 (+16%)
Value$553.0K (+$65.0K)
Filed 2026-10-27
Private Trust Co NA
DECREASED
Shares30,351 from 36,820
Change-6,469 (-18%)
Value$552.4K (-$131.5K)
Filed 2026-10-20
Sensible Money, LLC
INCREASED
Shares30,225 from 25,571
Change+4,654 (+18%)
Value$550.1K (+$75.1K)
Filed 2026-10-20
Sigma Investment Counselors Inc
INCREASED
Shares28,637 from 15,967
Change+12,670 (+79%)
Value$521.2K (+$224.6K)
Filed 2026-10-27
Virtue Asset Management LLC
INCREASED
Shares27,841 from 19,040
Change+8,801 (+46%)
Value$506.7K (+$153.0K)
Filed 2026-10-21
Kessler Investment Group, LLC
DECREASED
Shares27,762 from 27,882
Change-120 (0%)
Value$505.3K (-$12.6K)
Filed 2026-10-08
Redhawk Wealth Advisors, Inc.
INCREASED
Shares26,810 from 22,794
Change+4,016 (+18%)
Value$487.9K (+$64.6K)
Filed 2026-10-14
Net Worth Advisory Group
INCREASED
Shares24,800 from 22,843
Change+1,957 (+9%)
Value$452.2K (+$27.9K)
Filed 2026-10-20
First Horizon Corp
DECREASED
Shares24,310 from 27,310
Change-3,000 (-11%)
Value$442.4K (-$64.8K)
Filed 2026-10-26
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares24,244 from 23,938
Change+306 (+1%)
Value$441.3K (-$3.4K)
Filed 2026-10-29
Wealthcare Advisory Partners LLC
INCREASED
Shares23,923 from 22,563
Change+1,360 (+6%)
Value$435.4K (+$16.3K)
Filed 2026-10-21
Cornerstone Wealth Management, LLC
INCREASED
Shares22,834 from 10,869
Change+11,965 (+110%)
Value$415.6K (+$213.7K)
Filed 2026-11-04
Capital Investment Advisors, LLC
INCREASED
Shares21,417 from 20,857
Change+560 (+3%)
Value$389.8K (+$2.4K)
Filed 2026-10-22
Montag A & Associates Inc
UNCHANGED
Shares20,833 from 20,833
Change0 (0%)
Value$379.2K (-$7.8K)
Filed 2026-10-29
Global Wealth Strategies & Associates
DECREASED
Shares20,052 from 22,508
Change-2,456 (-11%)
Value$364.9K (-$53.1K)
Filed 2026-10-02
Independent Financial Group, LLC
INCREASED
Shares19,868 from 19,803
Change+65 (+0%)
Value$361.6K (-$6.2K)
Filed 2026-10-13
Well Done, LLC
NEW
Shares18,937
Change+18,937
Value$344.7K
Filed 2026-10-20
Pinnacle Bancorp, Inc.
UNCHANGED
Shares18,248 from 18,248
Change0 (0%)
Value$332.1K (-$6.8K)
Filed 2026-10-21
RVW Wealth, LLC
INCREASED
Shares17,842 from 15,968
Change+1,874 (+12%)
Value$324.7K (+$28.1K)
Filed 2026-10-06
Meriwether Wealth & Planning, LLC
DECREASED
Shares17,521 from 19,268
Change-1,747 (-9%)
Value$318.9K (-$39.0K)
Filed 2026-10-13
Somerset Trust Co
INCREASED
Shares16,214 from 11,084
Change+5,130 (+46%)
Value$295.1K (+$89.2K)
Filed 2026-10-13
Ascentis Independent Advisors
NEW
Shares16,203
Change+16,203
Value$294.9K
Filed 2026-11-03
ASL Financial, LLC
UNCHANGED
Shares16,070 from 16,070
Change0 (0%)
Value$292.5K (-$6.0K)
Filed 2026-10-15
Legacy Wealth Partners, LLC
INCREASED
Shares15,886 from 14,286
Change+1,600 (+11%)
Value$289.1K (+$23.8K)
Filed 2026-10-15
Krilogy Financial LLC
NEW
Shares15,826
Change+15,826
Value$289.2K
Filed 2026-10-13
Yankcom Partnership
DECREASED
Shares15,313 from 17,973
Change-2,660 (-15%)
Value$278.7K (-$55.2K)
Filed 2026-10-15
Tassel Capital Management, Inc.
DECREASED
Shares15,181 from 16,287
Change-1,106 (-7%)
Value$276.3K (-$26.2K)
Filed 2026-10-20
Tennessee Valley Asset Management Partners
INCREASED
Shares14,460 from 14,314
Change+146 (+1%)
Value$263.2K (-$2.7K)
Filed 2026-11-03
Davenport & Co LLC
DECREASED
Shares14,296 from 19,485
Change-5,189 (-27%)
Value$260.2K (-$101.7K)
Filed 2026-10-14
Dynamic Advisor Solutions LLC
INCREASED
Shares14,213 from 14,052
Change+161 (+1%)
Value$258.7K (-$2.4K)
Filed 2026-10-13
Larson Financial Group LLC
DECREASED
Shares13,899 from 16,392
Change-2,493 (-15%)
Value$253.0K (-$51.5K)
Filed 2026-11-05
Berman McAleer LLC
INCREASED
Shares13,430 from 13,215
Change+215 (+2%)
Value$244.4K (-$1.0K)
Filed 2026-10-16
Integris Wealth Management, LLC
INCREASED
Shares12,073 from 11,937
Change+136 (+1%)
Value$219.7K (-$2.0K)
Filed 2026-10-14
Strid Group, LLC
INCREASED
Shares11,964 from 11,829
Change+135 (+1%)
Value$217.8K (-$2.0K)
Filed 2026-10-28
World Equity Group, Inc.
DECREASED
Shares11,892 from 23,018
Change-11,126 (-48%)
Value$216.4K (-$211.1K)
Filed 2026-10-14
Comprehensive Financial Consultants Institutional, Inc.
UNCHANGED
Shares11,890 from 11,890
Change0 (0%)
Value$216.4K (-$4.5K)
Filed 2026-10-15
Foundry Financial Group, Inc.
UNCHANGED
Shares11,780 from 11,780
Change0 (0%)
Value$214.4K (-$4.4K)
Filed 2026-10-28
Koshinski Asset Management, Inc.
NEW
Shares11,708
Change+11,708
Value$213.1K
Filed 2026-10-29
Bill Few Associates, Inc.
UNCHANGED
Shares11,600 from 11,600
Change0 (0%)
Value$211.1K (-$4.4K)
Filed 2026-10-09
Ashton Thomas Private Wealth, LLC
INCREASED
Shares11,397 from 11,330
Change+67 (+1%)
Value$207.4K (-$3.0K)
Filed 2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED
Shares11,317 from 11,167
Change+150 (+1%)
Value$206.0K (-$1.5K)
Filed 2026-10-13
International Assets Investment Management, LLC
INCREASED
Shares11,168 from 4,246
Change+6,922 (+163%)
Value$203.6K (+$124.8K)
Filed 2026-11-02
Stonebridge Financial Group, LLC
UNCHANGED
Shares10,918 from 10,918
Change0 (0%)
Value$198.7K (-$4.1K)
Filed 2026-10-01
Members Wealth LLC
INCREASED
Shares10,860 from 10,805
Change+55 (+1%)
Value$198.5K (-$2.2K)
Filed 2026-10-20
Indivisible Partners
INCREASED
Shares10,596 from 10,477
Change+119 (+1%)
Value$192.9K (-$1.8K)
Filed 2026-10-26
Gradient Capital Advisors, LLC
UNCHANGED
Shares10,448 from 10,448
Change0 (0%)
Value$190.2K (-$3.9K)
Filed 2026-10-21
Mirador Capital Partners LP
NEW
Shares10,347
Change+10,347
Value$188.3K
Filed 2026-10-09
NewCorp Financial Services, Inc.
NEW
Shares10,014
Change+10,014
Value$182.3K
Filed 2026-10-14
Westside Investment Management, Inc.
UNCHANGED
Shares6,208 from 6,208
Change0 (0%)
Value$113.0K (-$2.3K)
Filed 2026-11-02
IFP Advisors, Inc
INCREASED
Shares6,046 from 3,345
Change+2,701 (+81%)
Value$110.0K (+$47.9K)
Filed 2026-10-16
Davis Capital Management
INCREASED
Shares5,821 from 5,736
Change+85 (+1%)
Value$105.9K (-$604)
Filed 2026-10-08
United Community Bank
UNCHANGED
Shares5,500 from 5,500
Change0 (0%)
Value$100.1K (-$2.1K)
Filed 2026-10-28
Marquette Asset Management, LLC
UNCHANGED
Shares4,372 from 4,372
Change0 (0%)
Value$79.6K (-$1.6K)
Filed 2026-10-09
Capital Investment Advisory Services, LLC
INCREASED
Shares3,515 from 3,505
Change+10 (+0%)
Value$64.0K (-$1.1K)
Filed 2026-10-30
Sarver Vrooman Wealth Advisors
UNCHANGED
Shares3,394 from 3,394
Change0 (0%)
Value$61.8K (-$1.3K)
Filed 2026-10-01
Eastern Bank
UNCHANGED
Shares3,360 from 3,360
Change0 (0%)
Value$61.2K (-$1.3K)
Filed 2026-10-05
Old Second National Bank of Aurora
UNCHANGED
Shares2,658 from 2,658
Change0 (0%)
Value$48.4K (-$996)
Filed 2026-10-22
Harbor Investment Advisory, LLC
INCREASED
Shares2,025 from 1,825
Change+200 (+11%)
Value$36.9K (+$3.0K)
Filed 2026-10-13
Gamma Investing LLC
INCREASED
Shares1,739 from 1,403
Change+336 (+24%)
Value$31.7K (+$5.6K)
Filed 2026-10-08
Rossby Financial, LCC
INCREASED
Shares1,570 from 1,405
Change+165 (+12%)
Value$28.6K (+$2.5K)
Filed 2026-11-05
City State Bank
UNCHANGED
Shares1,056 from 1,056
Change0 (0%)
Value$19.2K (-$396)
Filed 2026-10-20
Aspect Partners, LLC
UNCHANGED
Shares1,056 from 1,056
Change0 (0%)
Value$19.2K (-$396)
Filed 2026-10-20
Farther Finance Advisors, LLC
DECREASED
Shares1,036 from 22,490
Change-21,454 (-95%)
Value$18.9K (-$398.9K)
Filed 2026-10-08
Lanark Financial, Inc.
INCREASED
Shares820 from 732
Change+88 (+12%)
Value$14.9K (+$1.3K)
Filed 2026-10-26
Signature Equity Partners, LLC
NEW
Shares488
Change+488
Value$8.9K
Filed 2026-10-29
CX Institutional
INCREASED
Shares390 from 386
Change+4 (+1%)
Value$7 ($0)
Filed 2026-10-02
RHL Group, LLC
UNCHANGED
Shares374 from 374
Change0 (0%)
Value$6.8K (-$299)
Filed 2026-11-04
1620 Investment Advisors, Inc.
UNCHANGED
Shares370 from 370
Change0 (0%)
Value$6.7K (-$139)
Filed 2026-11-04
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares343 from 343
Change0 (0%)
Value$6.2K (-$129)
Filed 2026-10-16
Creative Financial Designs Inc
DECREASED
Shares308 from 353
Change-45 (-13%)
Value$5.6K (-$952)
Filed 2026-11-04
First Bancorp, Inc
NEW
Shares241
Change+241
Value$4.4K
Filed 2026-10-26
First Premier Bank
UNCHANGED
Shares220 from 220
Change0 (0%)
Value$4 ($0)
Filed 2026-10-13
Spire Wealth Management
UNCHANGED
Shares158 from 158
Change0 (0%)
Value$2.9K (-$59)
Filed 2026-10-30
Evolution Wealth Management Inc.
UNCHANGED
Shares94 from 94
Change0 (0%)
Value$1.7K (-$35)
Filed 2026-10-28
Assetmark, Inc
NEW
Shares82
Change+82
Value$1.5K
Filed 2026-10-21
Caldwell Trust Co
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$1.1K (-$23)
Filed 2026-10-30
Golden State Wealth Management, LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$1.1K (-$10)
Filed 2026-11-02
Elevated Capital Advisors, LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$237 (-$4)
Filed 2026-11-04
Manchester Financial Inc
CLOSED
Shares0 from 2,277,588
Change-2,277,588 (-100%)
Value$0 (-$42.3M)
Filed 2026-10-15
Keybank National Association
CLOSED
Shares0 from 57,364
Change-57,364 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-04
Newport Capital Group, LLC
CLOSED
Shares0 from 41,800
Change-41,800 (-100%)
Value$0 (-$776.4K)
Filed 2026-10-16
Apeiron RIA LLC
CLOSED
Shares0 from 29,127
Change-29,127 (-100%)
Value$0 (-$541.0K)
Filed 2026-10-08
Wedmont Private Capital
CLOSED
Shares0 from 26,650
Change-26,650 (-100%)
Value$0 (-$494.6K)
Filed 2026-10-09
Venture Visionary Partners LLC
CLOSED
Shares0 from 15,735
Change-15,735 (-100%)
Value$0 (-$292.3K)
Filed 2026-10-07
WealthCare Asset Management, LLC
CLOSED
Shares0 from 15,614
Change-15,614 (-100%)
Value$0 (-$290.0K)
Filed 2026-10-26
Commonwealth Financial Services, LLC
CLOSED
Shares0 from 11,881
Change-11,881 (-100%)
Value$0 (-$220.7K)
Filed 2026-10-20
Iron Financial LLC
CLOSED
Shares0 from 10,709
Change-10,709 (-100%)
Value$0 (-$198.9K)
Filed 2026-10-23
AdvisorNet Financial, Inc
CLOSED
Shares0 from 4,415
Change-4,415 (-100%)
Value$0 (-$82.0K)
Filed 2026-10-15
AlphaCore Capital LLC
CLOSED
Shares0 from 1,806
Change-1,806 (-100%)
Value$0 (-$33.5K)
Filed 2026-11-04
Morgan Stanley
N/A
Shares— from 9,596,451
Change-9,596,451 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 6,867,873
Change-6,867,873 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 5,450,614
Change-5,450,614 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 5,418,387
Change-5,418,387 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 3,664,565
Change-3,664,565 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 3,658,064
Change-3,658,064 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 3,599,890
Change-3,599,890 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,790,031
Change-2,790,031 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,749,889
Change-2,749,889 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 2,291,285
Change-2,291,285 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,274,983
Change-2,274,983 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,574,340
Change-1,574,340 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 1,475,777
Change-1,475,777 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,460,404
Change-1,460,404 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 1,243,500
Change-1,243,500 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 1,237,482
Change-1,237,482 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,232,875
Change-1,232,875 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,202,868
Change-1,202,868 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 1,196,098
Change-1,196,098 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 1,046,645
Change-1,046,645 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 1,040,435
Change-1,040,435 (-100%)
Value—
Headland Capital, LLC
N/A
Shares— from 1,023,299
Change-1,023,299 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 872,220
Change-872,220 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 791,027
Change-791,027 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 743,819
Change-743,819 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 668,406
Change-668,406 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 658,474
Change-658,474 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 646,234
Change-646,234 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 574,819
Change-574,819 (-100%)
Value—
Vaughan David Investments LLC
N/A
Shares— from 495,727
Change-495,727 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 434,767
Change-434,767 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 431,024
Change-431,024 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 418,444
Change-418,444 (-100%)
Value—
Paradiem, LLC
N/A
Shares— from 414,868
Change-414,868 (-100%)
Value—
&partners
N/A
Shares— from 412,479
Change-412,479 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 355,165
Change-355,165 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 334,652
Change-334,652 (-100%)
Value—
AMJ Financial Wealth Management
N/A
Shares— from 327,509
Change-327,509 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 321,131
Change-321,131 (-100%)
Value—
Odyssey Group, LLC
N/A
Shares— from 319,704
Change-319,704 (-100%)
Value—
Morton Community Bank
N/A
Shares— from 318,954
Change-318,954 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 299,736
Change-299,736 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 268,434
Change-268,434 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 267,678
Change-267,678 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 266,234
Change-266,234 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 253,280
Change-253,280 (-100%)
Value—
FCA Corp
N/A
Shares— from 248,603
Change-248,603 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 233,463
Change-233,463 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 223,495
Change-223,495 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 221,915
Change-221,915 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 215,321
Change-215,321 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 197,901
Change-197,901 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 197,442
Change-197,442 (-100%)
Value—
Stephens Inc
N/A
Shares— from 191,858
Change-191,858 (-100%)
Value—
Kinetic Wealth Investment Advisors LLC
N/A
Shares— from 176,303
Change-176,303 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 176,133
Change-176,133 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 162,493
Change-162,493 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 160,831
Change-160,831 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 160,566
Change-160,566 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 158,647
Change-158,647 (-100%)
Value—
Aspen Investment Management Inc
N/A
Shares— from 152,737
Change-152,737 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 145,350
Change-145,350 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 141,843
Change-141,843 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 140,365
Change-140,365 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 133,264
Change-133,264 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 94,773
Change-94,773 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 90,240
Change-90,240 (-100%)
Value—
J.W. Cole Advisors, Inc.
N/A
Shares— from 85,737
Change-85,737 (-100%)
Value—
ArborFi Advisors, LLC
N/A
Shares— from 83,425
Change-83,425 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 80,914
Change-80,914 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 78,604
Change-78,604 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 77,755
Change-77,755 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 74,276
Change-74,276 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 66,896
Change-66,896 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 56,051
Change-56,051 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 53,824
Change-53,824 (-100%)
Value—
Fifth Third Bancorp
N/A
Shares— from 52,047
Change-52,047 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 48,174
Change-48,174 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 45,708
Change-45,708 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 44,509
Change-44,509 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 44,432
Change-44,432 (-100%)
Value—
First Command Advisory Services, Inc.
N/A
Shares— from 41,198
Change-41,198 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 41,159
Change-41,159 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 40,775
Change-40,775 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 40,608
Change-40,608 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 40,190
Change-40,190 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 38,205
Change-38,205 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 36,598
Change-36,598 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 35,912
Change-35,912 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 35,725
Change-35,725 (-100%)
Value—
Genesis Wealth Advisors, LLC
N/A
Shares— from 32,350
Change-32,350 (-100%)
Value—
Goodman Financial Corp
N/A
Shares— from 31,634
Change-31,634 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 31,206
Change-31,206 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 31,036
Change-31,036 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 30,152
Change-30,152 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 28,810
Change-28,810 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 27,726
Change-27,726 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 25,876
Change-25,876 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 24,601
Change-24,601 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 23,938
Change-23,938 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 23,051
Change-23,051 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 23,009
Change-23,009 (-100%)
Value—
Brown Financial Advisory
N/A
Shares— from 22,730
Change-22,730 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 22,636
Change-22,636 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 22,355
Change-22,355 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 19,105
Change-19,105 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 18,659
Change-18,659 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 18,549
Change-18,549 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 18,061
Change-18,061 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 17,869
Change-17,869 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 16,671
Change-16,671 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 15,116
Change-15,116 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 14,967
Change-14,967 (-100%)
Value—
McElhenny Sheffield Capital Management, LLC
N/A
Shares— from 14,531
Change-14,531 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 14,173
Change-14,173 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 14,000
Change-14,000 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 13,909
Change-13,909 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 13,712
Change-13,712 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 13,650
Change-13,650 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 12,746
Change-12,746 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 11,929
Change-11,929 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 11,730
Change-11,730 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 11,462
Change-11,462 (-100%)
Value—
Nations Financial Group Inc,
N/A
Shares— from 11,427
Change-11,427 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 11,370
Change-11,370 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 11,312
Change-11,312 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 11,264
Change-11,264 (-100%)
Value—
Darden Wealth Group Inc
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
Bitterroot Capital Advisors LLC
N/A
Shares— from 10,679
Change-10,679 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 10,605
Change-10,605 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 10,302
Change-10,302 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 10,133
Change-10,133 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 10,090
Change-10,090 (-100%)
Value—
US Bancorp \de\
N/A
Shares— from 6,664
Change-6,664 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 6,093
Change-6,093 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 5,849
Change-5,849 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 4,286
Change-4,286 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 3,520
Change-3,520 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 3,355
Change-3,355 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 2,765
Change-2,765 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,525
Change-2,525 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 2,420
Change-2,420 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,214
Change-2,214 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 2,053
Change-2,053 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,519
Change-1,519 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 1,150
Change-1,150 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 869
Change-869 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 534
Change-534 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 380
Change-380 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 349
Change-349 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 285
Change-285 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 212
Change-212 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 162
Change-162 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 140
Change-140 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 79
Change-79 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 69
Change-69 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
Status
Lido Advisors, LLC
DECREASED5,614,2315,824,764-210,533-4%$108.2M$102.2M-$6.0M2026-11-04
Avior Wealth Management, LLC
INCREASED2,449,9292,357,478+92,451+4%$43.8M$44.6M+$798.6K2026-10-13
Tlwm
INCREASED1,758,7471,598,888+159,859+10%$29.7M$32.0M+$2.3M2026-10-09
Clark Asset Management, LLC
INCREASED1,594,1331,407,457+186,676+13%$26.1M$29.0M+$2.9M2026-10-19
Moneco Advisors, LLC
INCREASED1,553,7391,452,021+101,718+7%$27.0M$28.3M+$1.3M2026-11-05
Brookstone Capital Management
DECREASED1,213,0951,218,293-5,1980%$22.6M$22.1M-$551.5K2026-10-22
Kestra Advisory Services, LLC
INCREASED1,068,734897,404+171,330+19%$16.7M$19.5M+$2.8M2026-11-02
Capital Investment Counsel, LLC
DECREASED849,399951,103-101,704-11%$17.7M$15.5M-$2.2M2026-10-14
Prospera Financial Services Inc
INCREASED833,859201,669+632,190+313%$3.7M$15.3M+$11.5M2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED793,761808,845-15,084-2%$15.0M$14.4M-$578.0K2026-11-02
Asset Dedication, LLC
INCREASED731,360683,131+48,229+7%$12.7M$13.3M+$621.6K2026-11-03
Kirr Marbach & Co LLC
INCREASED729,385676,416+52,969+8%$12.6M$13.3M+$710.4K2026-10-20
Carrera Capital Advisors
INCREASED651,308620,177+31,131+5%$11.5M$11.9M+$334.0K2026-11-03
Gill Capital Partners, LLC
DECREASED642,966659,467-16,501-2%$12.2M$11.7M-$547.6K2026-10-13
Straight Path Wealth Management
INCREASED620,720599,064+21,656+4%$11.1M$11.3M+$169.5K2026-10-23
Cookson Peirce & Co Inc
INCREASED613,546595,631+17,915+3%$11.1M$11.2M+$102.7K2026-10-30
Cornerstone Planning, LLC
INCREASED612,737608,133+4,604+1%$11.3M$11.3M+$26.9K2026-10-27
Central Valley Advisors, LLC
INCREASED592,226572,218+20,008+4%$10.6M$10.8M+$149.6K2026-10-27
GPM Growth Investors, Inc.
DECREASED578,127583,177-5,050-1%$10.8M$10.5M-$310.6K2026-10-30
First International Bank of Israel Ltd.
UNCHANGED540,000540,00000%$10.0M$9.8M-$202.5K2026-11-04
HUB Investment Partners, LLC
INCREASED539,056484,980+54,076+11%$9.0M$9.8M+$802.3K2026-11-03
Sound Stewardship, LLC
INCREASED494,584458,271+36,313+8%$8.5M$9.0M+$489.0K2026-10-14
Carnegie Investment Counsel
INCREASED459,809377,967+81,842+22%$7.0M$8.4M+$1.3M2026-10-20
Carroll Advisory Group, LLC
INCREASED438,229374,457+63,772+17%$7.0M$8.0M+$1.0M2026-10-16
Marietta Wealth Management, LLC
INCREASED424,325416,957+7,368+2%$7.7M$7.8M+$9.6K2026-10-22
Kathmere Capital Management, LLC
DECREASED421,196425,184-3,988-1%$7.9M$7.7M-$232.0K2026-10-20
Financial Solutions Advisory Group, Inc.
INCREASED388,555338,222+50,333+15%$6.3M$7.1M+$837.3K2026-10-28
SFE Investment Counsel
INCREASED384,947344,227+40,720+12%$6.4M$7.0M+$612.0K2026-10-29
Ledgewood Wealth Advisors, LLC
DECREASED380,738404,458-23,720-6%$7.5M$6.9M-$583.4K2026-10-09
Commonwealth Equity Services, LLC
INCREASED380,117376,906+3,211+1%$7.0M$6.9M-$82.9K2026-11-02
Hengehold Capital Management LLC
INCREASED350,359348,588+1,771+1%$6.5M$6.4M-$98.5K2026-10-16
Parr Mcknight Wealth Management Group, LLC
INCREASED346,594333,719+12,875+4%$6.2M$6.3M+$109.2K2026-10-30
Carmel Capital Partners, LLC
DECREASED341,466352,309-10,843-3%$6.5M$6.2M-$329.5K2026-11-03
Decker Wealth Management LLC
INCREASED336,267331,204+5,063+2%$6.2M$6.1M-$32.1K2026-10-09
Wilkins Miller Wealth Management, LLC
INCREASED327,532317,100+10,432+3%$5.9M$6.0M+$71.0K2026-10-13
BCS Wealth Management
INCREASED323,397308,513+14,884+5%$5.7M$5.9M+$155.2K2026-11-03
Howard Wealth Management, LLC
INCREASED310,049300,074+9,975+3%$5.6M$5.6M+$69.0K2026-10-28
Farnam Financial LLC
INCREASED301,374295,926+5,448+2%$5.5M$5.5M+$22.8K2026-10-21
Red Spruce Capital, LLC
INCREASED300,852297,737+3,115+1%$5.5M$5.5M-$55.0K2026-10-07
Truist Financial Corp
INCREASED292,721277,628+15,093+5%$5.2M$5.3M+$170.6K2026-10-30
AA Financial Advisors, LLC
DECREASED285,119326,443-41,324-13%$6.1M$5.2M-$874.5K2026-10-19
NorthAvenue LLC
INCREASED278,081269,415+8,666+3%$5.0M$5.1M+$56.7K2026-10-29
Mesirow Financial Investment Management, Inc.
NEW277,288—+277,288——$5.0M—2026-11-05
Trilogy Capital Inc.
INCREASED268,663248,221+20,442+8%$4.6M$4.9M+$279.0K2026-10-20
MGO One Seven LLC
DECREASED253,366331,420-78,054-24%$6.2M$4.6M-$1.5M2026-10-28
Laurel Wealth Advisors LLC
INCREASED242,701220,918+21,783+10%$4.1M$4.4M+$313.6K2026-10-27
Horizons Wealth Management
NEW232,358—+232,358——$4.2M—2026-10-05
Parisi Gray Wealth Management
INCREASED230,027225,408+4,619+2%$4.2M$4.2M-$4602026-10-16
S.E.E.D. Planning Group LLC
DECREASED220,577221,366-7890%$4.1M$4.0M-$97.4K2026-10-07
Advisory Solutions Group, LLC
NEW218,495—+218,495——$4.0M—2026-10-14
Infinity Wealth Counsel, LLC
INCREASED201,834198,550+3,284+2%$3.7M$3.7M-$14.7K2026-10-15
Pacific Wealth Strategies Group, Inc.
INCREASED195,828180,594+15,234+8%$3.4M$3.6M+$209.5K2026-11-02
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED188,586186,569+2,017+1%$3.5M$3.4M-$33.2K2026-10-27
Opulen Financial Group LLC
INCREASED181,464174,990+6,474+4%$3.3M$3.3M+$52.2K2026-10-22
Old Port Advisors
INCREASED181,267177,576+3,691+2%$3.3M$3.3M+$5842026-10-23
Livet Wealth, LLC
INCREASED168,100131,077+37,023+28%$2.4M$3.1M+$624.7K2026-10-27
AlphaStar Capital Management, LLC
INCREASED161,820149,151+12,669+8%$2.8M$2.9M+$174.6K2026-10-16
Silverlake Wealth Management LLC
INCREASED160,633145,660+14,973+10%$2.7M$2.9M+$217.9K2026-10-21
Oliver Luxxe Assets LLC
INCREASED149,279138,701+10,578+8%$2.6M$2.7M+$140.5K2026-10-14
Ironwood Financial, llc
DECREASED144,323151,148-6,825-5%$2.8M$2.6M-$171.8K2026-10-20
Fourpath Capital Management, LLC
INCREASED135,442126,388+9,054+7%$2.3M$2.5M+$117.4K2026-10-19
Milestones Private Investment Advisors LLC
DECREASED135,376136,386-1,010-1%$2.5M$2.5M-$69.5K2026-10-19
Apollon Wealth Management, LLC
DECREASED132,337215,958-83,621-39%$4.0M$2.4M-$1.6M2026-10-23
CRA Financial Services, LLC
INCREASED127,124123,346+3,778+3%$2.3M$2.3M+$22.5K2026-10-16
VestGen Advisors, LLC
DECREASED126,490126,728-2380%$2.4M$2.3M-$51.8K2026-10-27
Wagner Wealth Management, Corp
INCREASED118,136101,523+16,613+16%$1.9M$2.2M+$264.3K2026-10-20
Semitam Bonam LLC
INCREASED114,342104,758+9,584+9%$1.9M$2.1M+$135.1K2026-10-27
Sigma Planning Corp
DECREASED112,910115,175-2,265-2%$2.1M$2.1M-$84.4K2026-10-23
Atria Investments, Inc
DECREASED107,431164,216-56,785-35%$3.1M$2.0M-$1.1M2026-10-15
Wealth Enhancement Advisory Services, LLC
DECREASED105,729106,492-763-1%$2.0M$1.9M-$43.8K2026-10-13
Hennion & Walsh Asset Management, Inc.
INCREASED95,15787,016+8,141+9%$1.6M$1.7M+$115.5K2026-10-13
Butensky & Cohen Financial Security, Inc
INCREASED92,00386,226+5,777+7%$1.6M$1.7M+$72.8K2026-10-13
Thrivent Financial for Lutherans
NEW88,567—+88,567——$1.6M—2026-11-05
G2 Capital Management, LLC / OH
INCREASED88,34687,350+996+1%$1.6M$1.6M-$14.6K2026-10-23
Matthew Goff Investment Advisor, LLC
INCREASED83,68375,600+8,083+11%$1.4M$1.5M+$118.8K2026-10-13
Whitener Capital Management, Inc.
INCREASED79,46864,924+14,544+22%$1.2M$1.4M+$240.4K2026-10-15
Parallel Advisors, LLC
INCREASED78,38552,165+26,220+50%$969.0K$1.4M+$457.6K2026-11-03
Continuum Wealth Advisors, LLC
UNCHANGED78,13278,13200%$1.5M$1.4M-$29.3K2026-10-20
Sawgrass Asset Management LLC
UNCHANGED77,45977,45900%$1.4M$1.4M-$29.0K2026-11-03
Evexia Wealth LLC
INCREASED76,42973,173+3,256+4%$1.4M$1.4M+$41.9K2026-11-05
Wingate Wealth Advisors, Inc.
INCREASED71,18768,030+3,157+5%$1.3M$1.3M+$31.9K2026-10-26
Independence Bank of Kentucky
INCREASED70,02867,186+2,842+4%$1.2M$1.3M+$26.5K2026-10-26
Unified Investment Management
INCREASED69,44465,332+4,112+6%$1.2M$1.3M+$50.3K2026-10-14
Apella Capital, LLC
INCREASED68,95655,844+13,112+23%$1.0M$1.3M+$223.4K2026-10-08
Meridian Financial Partners LLC
DECREASED67,05168,041-990-1%$1.3M$1.2M-$37.5K2026-10-23
Schear Investment Advisers, LLC
NEW64,116—+64,116——$1.2M—2026-10-14
Tempo Wealth, LLC
DECREASED64,11682,099-17,983-22%$1.5M$1.2M-$358.1K2026-10-14
Towne Trust Company, N.a
INCREASED63,97459,117+4,857+8%$1.1M$1.2M+$66.2K2026-10-28
Kohmann Bosshard Financial Services, LLC
UNCHANGED63,75463,75400%$1.2M$1.2M-$23.9K2026-11-04
Redmond Asset Management, LLC
INCREASED61,39751,554+9,843+19%$957.6K$1.1M+$159.8K2026-10-27
Kestra Private Wealth Services, LLC
DECREASED58,53678,193-19,657-25%$1.5M$1.1M-$387.1K2026-10-30
Segment Wealth Management, LLC
DECREASED57,82058,665-845-1%$1.1M$1.1M-$37.4K2026-10-26
SAX Wealth Advisors, LLC
INCREASED57,37548,079+9,296+19%$897.2K$1.0M+$147.0K2026-10-13
Legacy Wealth Management, LLC / MS
DECREASED56,75698,956-42,200-43%$1.8M$1.0M-$805.1K2026-10-30
Redwood Financial Network Corp
INCREASED54,61354,320+293+1%$1.0M$993.9K-$15.1K2026-11-03
Concurrent Investment Advisors, LLC
INCREASED52,69842,212+10,486+25%$784.1K$959.1K+$175.0K2026-10-16
American Institute for Advanced Investment Management, LLP
INCREASED52,19042,650+9,540+22%$792.2K$949.9K+$157.6K2026-11-03
Cordatus Wealth Management LLC
INCREASED51,99951,798+201+0%$962.1K$946.4K-$15.8K2026-10-19
Western Financial Corp
INCREASED51,45051,043+407+1%$948.1K$936.4K-$11.7K2026-10-14
Accurate Wealth Management, LLC
INCREASED50,42436,595+13,829+38%$679.2K$921.5K+$242.3K2026-10-20
SJS Investment Consulting Inc.
UNCHANGED50,24750,24700%$933.3K$914.5K-$18.8K2026-10-26
Creative Planning
INCREASED49,14747,936+1,211+3%$890.4K$894.5K+$4.1K2026-11-02
4Thought Financial Group Inc.
INCREASED48,16747,961+206+0%$890.9K$876.6K-$14.2K2026-11-02
Golden Reserve Retirement LLC
DECREASED46,81047,971-1,161-2%$891.1K$851.9K-$39.1K2026-11-02
City Holding Co
UNCHANGED45,15045,15000%$838.4K$821.3K-$17.2K2026-10-19
Mission Wealth Management, LP
DECREASED44,75150,699-5,948-12%$941.7K$814.5K-$127.3K2026-10-15
Cypress Wealth Services, LLC
INCREASED44,26843,735+533+1%$812.4K$808.1K-$4.3K2026-10-21
XY Planning Network, Inc.
INCREASED41,99630,896+11,100+36%$573.9K$764.3K+$190.4K2026-10-14
Key FInancial Inc
INCREASED41,87238,807+3,065+8%$720.8K$762.1K+$41.2K2026-11-02
Aprio Wealth Management, LLC
INCREASED41,48437,152+4,332+12%$690.1K$755.0K+$64.9K2026-10-28
Jm2 Capital Inc.
INCREASED39,51237,544+1,968+5%$697.4K$719.1K+$21.7K2026-10-14
Allen Capital Group, LLC
INCREASED38,18436,420+1,764+5%$676.5K$694.9K+$18.4K2026-10-27
Sowell Financial Services LLC
INCREASED37,80634,423+3,383+10%$639.4K$688.1K+$48.7K2026-10-23
Axxcess Wealth Management, LLC
INCREASED37,49729,532+7,965+27%$548.6K$682.4K+$133.9K2026-10-21
Wealth Quarterback LLC
INCREASED36,32330,485+5,838+19%$566.3K$661.1K+$94.8K2026-10-20
HB Wealth Management, LLC
INCREASED34,26934,224+45+0%$635.7K$623.7K-$12.0K2026-10-23
Diversify Advisory Services, LLC
INCREASED32,61810,142+22,476+222%$187.2K$597.1K+$409.9K2026-10-20
Diversify Wealth Management, LLC
INCREASED32,61810,142+22,476+222%$187.2K$597.1K+$409.9K2026-10-20
Pinnacle Financial Group, LLC / IL
INCREASED31,43021,160+10,270+49%$393.0K$572.0K+$179.0K2026-10-29
Insight Wealth Partners, LLC
INCREASED31,18129,677+1,504+5%$551.3K$567.5K+$16.2K2026-10-26
First Fiduciary Investment Counsel, Inc.
INCREASED30,39026,265+4,125+16%$488.0K$553.0K+$65.0K2026-10-27
Private Trust Co NA
DECREASED30,35136,820-6,469-18%$683.9K$552.4K-$131.5K2026-10-20
Sensible Money, LLC
INCREASED30,22525,571+4,654+18%$475.0K$550.1K+$75.1K2026-10-20
Sigma Investment Counselors Inc
INCREASED28,63715,967+12,670+79%$296.6K$521.2K+$224.6K2026-10-27
Virtue Asset Management LLC
INCREASED27,84119,040+8,801+46%$353.7K$506.7K+$153.0K2026-10-21
Kessler Investment Group, LLC
DECREASED27,76227,882-1200%$517.9K$505.3K-$12.6K2026-10-08
Redhawk Wealth Advisors, Inc.
INCREASED26,81022,794+4,016+18%$423.4K$487.9K+$64.6K2026-10-14
Net Worth Advisory Group
INCREASED24,80022,843+1,957+9%$424.3K$452.2K+$27.9K2026-10-20
First Horizon Corp
DECREASED24,31027,310-3,000-11%$507.3K$442.4K-$64.8K2026-10-26
Strategic Family Wealth Counselors, L.L.C.
INCREASED24,24423,938+306+1%$444.7K$441.3K-$3.4K2026-10-29
Wealthcare Advisory Partners LLC
INCREASED23,92322,563+1,360+6%$419.1K$435.4K+$16.3K2026-10-21
Cornerstone Wealth Management, LLC
INCREASED22,83410,869+11,965+110%$201.9K$415.6K+$213.7K2026-11-04
Capital Investment Advisors, LLC
INCREASED21,41720,857+560+3%$387.4K$389.8K+$2.4K2026-10-22
Montag A & Associates Inc
UNCHANGED20,83320,83300%$387.0K$379.2K-$7.8K2026-10-29
Global Wealth Strategies & Associates
DECREASED20,05222,508-2,456-11%$418.1K$364.9K-$53.1K2026-10-02
Independent Financial Group, LLC
INCREASED19,86819,803+65+0%$367.8K$361.6K-$6.2K2026-10-13
Well Done, LLC
NEW18,937—+18,937——$344.7K—2026-10-20
Pinnacle Bancorp, Inc.
UNCHANGED18,24818,24800%$339.0K$332.1K-$6.8K2026-10-21
RVW Wealth, LLC
INCREASED17,84215,968+1,874+12%$296.6K$324.7K+$28.1K2026-10-06
Meriwether Wealth & Planning, LLC
DECREASED17,52119,268-1,747-9%$357.9K$318.9K-$39.0K2026-10-13
Somerset Trust Co
INCREASED16,21411,084+5,130+46%$205.9K$295.1K+$89.2K2026-10-13
Ascentis Independent Advisors
NEW16,203—+16,203——$294.9K—2026-11-03
ASL Financial, LLC
UNCHANGED16,07016,07000%$298.5K$292.5K-$6.0K2026-10-15
Legacy Wealth Partners, LLC
INCREASED15,88614,286+1,600+11%$265.4K$289.1K+$23.8K2026-10-15
Krilogy Financial LLC
NEW15,826—+15,826——$289.2K—2026-10-13
Yankcom Partnership
DECREASED15,31317,973-2,660-15%$333.9K$278.7K-$55.2K2026-10-15
Tassel Capital Management, Inc.
DECREASED15,18116,287-1,106-7%$302.5K$276.3K-$26.2K2026-10-20
Tennessee Valley Asset Management Partners
INCREASED14,46014,314+146+1%$265.9K$263.2K-$2.7K2026-11-03
Davenport & Co LLC
DECREASED14,29619,485-5,189-27%$361.9K$260.2K-$101.7K2026-10-14
Dynamic Advisor Solutions LLC
INCREASED14,21314,052+161+1%$261.0K$258.7K-$2.4K2026-10-13
Larson Financial Group LLC
DECREASED13,89916,392-2,493-15%$304.5K$253.0K-$51.5K2026-11-05
Berman McAleer LLC
INCREASED13,43013,215+215+2%$245.5K$244.4K-$1.0K2026-10-16
Integris Wealth Management, LLC
INCREASED12,07311,937+136+1%$221.7K$219.7K-$2.0K2026-10-14
Strid Group, LLC
INCREASED11,96411,829+135+1%$219.7K$217.8K-$2.0K2026-10-28
World Equity Group, Inc.
DECREASED11,89223,018-11,126-48%$427.6K$216.4K-$211.1K2026-10-14
Comprehensive Financial Consultants Institutional, Inc.
UNCHANGED11,89011,89000%$220.9K$216.4K-$4.5K2026-10-15
Foundry Financial Group, Inc.
UNCHANGED11,78011,78000%$218.8K$214.4K-$4.4K2026-10-28
Koshinski Asset Management, Inc.
NEW11,708—+11,708——$213.1K—2026-10-29
Bill Few Associates, Inc.
UNCHANGED11,60011,60000%$215.5K$211.1K-$4.4K2026-10-09
Ashton Thomas Private Wealth, LLC
INCREASED11,39711,330+67+1%$210.5K$207.4K-$3.0K2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED11,31711,167+150+1%$207.4K$206.0K-$1.5K2026-10-13
International Assets Investment Management, LLC
INCREASED11,1684,246+6,922+163%$78.8K$203.6K+$124.8K2026-11-02
Stonebridge Financial Group, LLC
UNCHANGED10,91810,91800%$202.8K$198.7K-$4.1K2026-10-01
Members Wealth LLC
INCREASED10,86010,805+55+1%$200.7K$198.5K-$2.2K2026-10-20
Indivisible Partners
INCREASED10,59610,477+119+1%$194.6K$192.9K-$1.8K2026-10-26
Gradient Capital Advisors, LLC
UNCHANGED10,44810,44800%$194.1K$190.2K-$3.9K2026-10-21
Mirador Capital Partners LP
NEW10,347—+10,347——$188.3K—2026-10-09
NewCorp Financial Services, Inc.
NEW10,014—+10,014——$182.3K—2026-10-14
Westside Investment Management, Inc.
UNCHANGED6,2086,20800%$115.3K$113.0K-$2.3K2026-11-02
IFP Advisors, Inc
INCREASED6,0463,345+2,701+81%$62.1K$110.0K+$47.9K2026-10-16
Davis Capital Management
INCREASED5,8215,736+85+1%$106.5K$105.9K-$6042026-10-08
United Community Bank
UNCHANGED5,5005,50000%$102.2K$100.1K-$2.1K2026-10-28
Marquette Asset Management, LLC
UNCHANGED4,3724,37200%$81.2K$79.6K-$1.6K2026-10-09
Capital Investment Advisory Services, LLC
INCREASED3,5153,505+10+0%$65.1K$64.0K-$1.1K2026-10-30
Sarver Vrooman Wealth Advisors
UNCHANGED3,3943,39400%$63.1K$61.8K-$1.3K2026-10-01
Eastern Bank
UNCHANGED3,3603,36000%$62.4K$61.2K-$1.3K2026-10-05
Old Second National Bank of Aurora
UNCHANGED2,6582,65800%$49.4K$48.4K-$9962026-10-22
Harbor Investment Advisory, LLC
INCREASED2,0251,825+200+11%$33.9K$36.9K+$3.0K2026-10-13
Gamma Investing LLC
INCREASED1,7391,403+336+24%$26.1K$31.7K+$5.6K2026-10-08
Rossby Financial, LCC
INCREASED1,5701,405+165+12%$26.1K$28.6K+$2.5K2026-11-05
City State Bank
UNCHANGED1,0561,05600%$19.6K$19.2K-$3962026-10-20
Aspect Partners, LLC
UNCHANGED1,0561,05600%$19.6K$19.2K-$3962026-10-20
Farther Finance Advisors, LLC
DECREASED1,03622,490-21,454-95%$417.8K$18.9K-$398.9K2026-10-08
Lanark Financial, Inc.
INCREASED820732+88+12%$13.6K$14.9K+$1.3K2026-10-26
Signature Equity Partners, LLC
NEW488—+488——$8.9K—2026-10-29
CX Institutional
INCREASED390386+4+1%$7$7$02026-10-02
RHL Group, LLC
UNCHANGED37437400%$7.1K$6.8K-$2992026-11-04
1620 Investment Advisors, Inc.
UNCHANGED37037000%$6.9K$6.7K-$1392026-11-04
DiNuzzo Private Wealth, Inc.
UNCHANGED34334300%$6.4K$6.2K-$1292026-10-16
Creative Financial Designs Inc
DECREASED308353-45-13%$6.6K$5.6K-$9522026-11-04
First Bancorp, Inc
NEW241—+241——$4.4K—2026-10-26
First Premier Bank
UNCHANGED22022000%$4$4$02026-10-13
Spire Wealth Management
UNCHANGED15815800%$2.9K$2.9K-$592026-10-30
Evolution Wealth Management Inc.
UNCHANGED949400%$1.7K$1.7K-$352026-10-28
Assetmark, Inc
NEW82—+82——$1.5K—2026-10-21
Caldwell Trust Co
UNCHANGED636300%$1.2K$1.1K-$232026-10-30
Golden State Wealth Management, LLC
UNCHANGED606000%$1.1K$1.1K-$102026-11-02
Elevated Capital Advisors, LLC
UNCHANGED131300%$241$237-$42026-11-04
Manchester Financial Inc
CLOSED02,277,588-2,277,588-100%$42.3M$0-$42.3M2026-10-15
Keybank National Association
CLOSED057,364-57,364-100%$1.1M$0-$1.1M2026-11-04
Newport Capital Group, LLC
CLOSED041,800-41,800-100%$776.4K$0-$776.4K2026-10-16
Apeiron RIA LLC
CLOSED029,127-29,127-100%$541.0K$0-$541.0K2026-10-08
Wedmont Private Capital
CLOSED026,650-26,650-100%$494.6K$0-$494.6K2026-10-09
Venture Visionary Partners LLC
CLOSED015,735-15,735-100%$292.3K$0-$292.3K2026-10-07
WealthCare Asset Management, LLC
CLOSED015,614-15,614-100%$290.0K$0-$290.0K2026-10-26
Commonwealth Financial Services, LLC
CLOSED011,881-11,881-100%$220.7K$0-$220.7K2026-10-20
Iron Financial LLC
CLOSED010,709-10,709-100%$198.9K$0-$198.9K2026-10-23
AdvisorNet Financial, Inc
CLOSED04,415-4,415-100%$82.0K$0-$82.0K2026-10-15
AlphaCore Capital LLC
CLOSED01,806-1,806-100%$33.5K$0-$33.5K2026-11-04
Morgan Stanley
N/A—9,596,451-9,596,451-100%$178.3M———
Wells Fargo & Company
N/A—6,867,873-6,867,873-100%$127.6M———
Raymond James Financial Inc
N/A—5,450,614-5,450,614-100%$101.2M———
LPL Financial LLC
N/A—5,418,387-5,418,387-100%$100.6M———
Clearstead Advisors, LLC
N/A—3,664,565-3,664,565-100%$68.1M———
Bank of America Corp
N/A—3,658,064-3,658,064-100%$67.9M———
Invesco Ltd.
N/A—3,599,890-3,599,890-100%$66.9M———
UBS Group AG
N/A—2,790,031-2,790,031-100%$51.8M———
Royal Bank of Canada
N/A—2,749,889-2,749,889-100%$51.1M———
MAI Capital Management
N/A—2,291,285-2,291,285-100%$42.6M———
Envestnet Asset Management Inc
N/A—2,274,983-2,274,983-100%$42.3M———
Stifel Financial Corp
N/A—1,574,340-1,574,340-100%$29.2M———
RiverFront Investment Group, LLC
N/A—1,475,777-1,475,777-100%$27.4M———
Osaic Holdings, Inc.
N/A—1,460,404-1,460,404-100%$27.1M———
Anchor Investment Management, LLC
N/A—1,243,500-1,243,500-100%$23.1M———
Davis R M Inc
N/A—1,237,482-1,237,482-100%$23.0M———
Atlantic Union Bankshares Corp
N/A—1,232,875-1,232,875-100%$22.9M———
Janney Montgomery Scott LLC
N/A—1,202,868-1,202,868-100%$22.3M———
Baird Financial Group, Inc.
N/A—1,196,098-1,196,098-100%$22.2M———
Hills Bank & Trust Co
N/A—1,046,645-1,046,645-100%$19.4M———
MML Investors Services, LLC
N/A—1,040,435-1,040,435-100%$19.3M———
Headland Capital, LLC
N/A—1,023,299-1,023,299-100%$19.0M———
Shufro Rose & Co LLC
N/A—872,220-872,220-100%$16.2M———
NewEdge Advisors, LLC
N/A—791,027-791,027-100%$14.7M———
Goepper Burkhardt LLC
N/A—743,819-743,819-100%$13.8M———
Ameriprise Financial Inc
N/A—668,406-668,406-100%$12.4M———
Jones Financial Companies Lllp
N/A—658,474-658,474-100%$12.2M———
Cetera Investment Advisers
N/A—646,234-646,234-100%$12.0M———
Cvfg LLC
N/A—574,819-574,819-100%$10.7M———
Vaughan David Investments LLC
N/A—495,727-495,727-100%$9.2M———
Colonial Trust Advisors
N/A—434,767-434,767-100%$8.1M———
Advisors Capital Management, LLC
N/A—431,024-431,024-100%$8.0M———
ProVise Management Group, LLC
N/A—418,444-418,444-100%$7.8M———
Paradiem, LLC
N/A—414,868-414,868-100%$7.7M———
&partners
N/A—412,479-412,479-100%$7.7M———
Arax Advisory Partners
N/A—355,165-355,165-100%$6.6M———
Sanctuary Advisors, LLC
N/A—334,652-334,652-100%$6.2M———
AMJ Financial Wealth Management
N/A—327,509-327,509-100%$6.1M———
Beacon Pointe Advisors, LLC
N/A—321,131-321,131-100%$6.0M———
Odyssey Group, LLC
N/A—319,704-319,704-100%$5.9M———
Morton Community Bank
N/A—318,954-318,954-100%$5.9M———
Captrust Financial Advisors
N/A—299,736-299,736-100%$5.6M———
Gladstone Institutional Advisory LLC
N/A—268,434-268,434-100%$5.0M———
Webster Bank, N. A.
N/A—267,678-267,678-100%$5.0M———
Kintra Wealth, LLC
N/A—266,234-266,234-100%$4.9M———
Equitable Holdings, Inc.
N/A—253,280-253,280-100%$4.7M———
FCA Corp
N/A—248,603-248,603-100%$4.6M———
Colonial Trust Co / SC
N/A—233,463-233,463-100%$4.3M———
Geneos Wealth Management Inc.
N/A—223,495-223,495-100%$4.2M———
Private Advisor Group, LLC
N/A—221,915-221,915-100%$4.1M———
Novare Capital Management LLC
N/A—215,321-215,321-100%$4.0M———
Aptus Capital Advisors, LLC
N/A—197,901-197,901-100%$3.7M———
Northwestern Mutual Wealth Management Co
N/A—197,442-197,442-100%$3.7M———
Stephens Inc
N/A—191,858-191,858-100%$3.6M———
Kinetic Wealth Investment Advisors LLC
N/A—176,303-176,303-100%$3.3M———
Citadel Advisors LLC
N/A—176,133-176,133-100%$3.3M———
Guardian Wealth Advisors, LLC / NC
N/A—162,493-162,493-100%$3.0M———
Integrated Wealth Concepts LLC
N/A—160,831-160,831-100%$3.0M———
Savvy Advisors, Inc.
N/A—160,566-160,566-100%$3.0M———
Addison Advisors LLC
N/A—158,647-158,647-100%$2.9M———
Aspen Investment Management Inc
N/A—152,737-152,737-100%$2.8K———
JPMorgan Chase & Co
N/A—145,350-145,350-100%$2.7M———
Ellevest, Inc.
N/A—141,843-141,843-100%$2.6M———
Heritage Trust Co
N/A—140,365-140,365-100%$2.6M———
Huntington National Bank
N/A—133,264-133,264-100%$2.5M———
Oder Investment Management, LLC
N/A—94,773-94,773-100%$1.8M———
HighTower Advisors, LLC
N/A—90,240-90,240-100%$1.7M———
J.W. Cole Advisors, Inc.
N/A—85,737-85,737-100%$1.6M———
ArborFi Advisors, LLC
N/A—83,425-83,425-100%$1.5M———
Everpar Advisors LLC
N/A—80,914-80,914-100%$1.5M———
Mercer Global Advisors Inc
N/A—78,604-78,604-100%$1.5M———
River Wealth Advisors LLC
N/A—77,755-77,755-100%$1.4M———
Vista Investment Management
N/A—74,276-74,276-100%$1.4M———
Bluespring Wealth Management, LLC
N/A—66,896-66,896-100%$1.2M———
Harbour Investments, Inc.
N/A—56,051-56,051-100%$1.0M———
Hanover Advisors Inc
N/A—53,824-53,824-100%$999.8K———
Fifth Third Bancorp
N/A—52,047-52,047-100%$966.8K———
Capital Analysts, LLC
N/A—48,174-48,174-100%$895.0K———
EP Wealth Advisors, LLC
N/A—45,708-45,708-100%$849.0K———
Allworth Financial LP
N/A—44,509-44,509-100%$826.8K———
Mariner, LLC
N/A—44,432-44,432-100%$825.3K———
First Command Advisory Services, Inc.
N/A—41,198-41,198-100%$765.3K———
Kickstand Ventures, Llc.
N/A—41,159-41,159-100%$764.5K———
RPg Family Wealth Advisory, LLC
N/A—40,775-40,775-100%$757.4K———
IMA Advisory Services, Inc.
N/A—40,608-40,608-100%$754.3K———
Kingsview Wealth Management, LLC
N/A—40,190-40,190-100%$746.5K———
Vantage Point Financial LLC
N/A—38,205-38,205-100%$709.7K———
Roundview Capital LLC
N/A—36,598-36,598-100%$679.8K———
Steward Partners Investment Advisory, LLC
N/A—35,912-35,912-100%$667.1K———
Hobbs Group Advisors, LLC
N/A—35,725-35,725-100%$663.6K———
Genesis Wealth Advisors, LLC
N/A—32,350-32,350-100%$600.9K———
Goodman Financial Corp
N/A—31,634-31,634-100%$587.6K———
Principal Securities, Inc.
N/A—31,206-31,206-100%$579.7K———
Jane Street Group, LLC
N/A—31,036-31,036-100%$576.5K———
United Capital Financial Advisors, LLC
N/A—30,152-30,152-100%$559.9K———
Cerity Partners LLC
N/A—30,000-30,000-100%$557.3K———
Axis Wealth Partners, LLC
N/A—28,810-28,810-100%$535.1K———
Foundations Investment Advisors, LLC
N/A—27,726-27,726-100%$515.0K———
Waverly Advisors, LLC
N/A—25,876-25,876-100%$480.6K———
Focus Partners Advisor Solutions, LLC
N/A—24,601-24,601-100%$457.0K———
Brown Advisory Inc
N/A—23,938-23,938-100%$444.6K———
Summit Financial, LLC
N/A—23,051-23,051-100%$428.2K———
Stratos Wealth Partners, Ltd.
N/A—23,009-23,009-100%$427.4K———
Brown Financial Advisory
N/A—22,730-22,730-100%$422.2K———
Koss-Olinger Consulting, LLC
N/A—22,636-22,636-100%$420.5K———
Western Wealth Management, LLC
N/A—22,355-22,355-100%$415.2K———
AQR Capital Management LLC
N/A—19,105-19,105-100%$354.9K———
Berger Financial Group, Inc
N/A—18,659-18,659-100%$346.6K———
LaSalle St. Investment Advisors, LLC
N/A—18,549-18,549-100%$344.5K———
Jaffetilchin Investment Partners, LLC
N/A—18,061-18,061-100%$335.5K———
OneDigital Investment Advisors LLC
N/A—17,869-17,869-100%$331.9K———
Compton Financial Group, LLC
N/A—16,671-16,671-100%$309.7K———
Clark Capital Management Group, Inc.
N/A—15,116-15,116-100%$280.8K———
GTS Securities LLC
N/A—14,967-14,967-100%$278.0K———
McElhenny Sheffield Capital Management, LLC
N/A—14,531-14,531-100%$269.9K———
Modern Wealth Management, LLC
N/A—14,173-14,173-100%$263.3K———
Crews Bank & Trust
N/A—14,000-14,000-100%$260.1K———
Vestmark Advisory Solutions, Inc.
N/A—13,909-13,909-100%$258.4K———
Xcelsior Advisor Partners LLC
N/A—13,712-13,712-100%$254.7K———
Strathmore Capital Advisors, Inc.
N/A—13,650-13,650-100%$252.3K———
CreativeOne Wealth, LLC
N/A—12,746-12,746-100%$236.8K———
CIBC World Market Inc.
N/A—12,000-12,000-100%$222.9K———
Dover Advisors, LLC
N/A—11,929-11,929-100%$224.7K———
Sequoia Financial Advisors, LLC
N/A—11,730-11,730-100%$217.9K———
Benjamin Edwards Inc
N/A—11,462-11,462-100%$212.9K———
Nations Financial Group Inc,
N/A—11,427-11,427-100%$212.3K———
Coastal Bridge Advisors, LLC
N/A—11,370-11,370-100%$211.2K———
Clearstead Trust, LLC
N/A—11,312-11,312-100%$210.1K———
Savant Capital, LLC
N/A—11,264-11,264-100%$209.2K———
Darden Wealth Group Inc
N/A—11,000-11,000-100%$204.3K———
Bitterroot Capital Advisors LLC
N/A—10,679-10,679-100%$198.4K———
Morris Financial Concepts, Inc.
N/A—10,605-10,605-100%$197.0K———
Arkadios Wealth Advisors
N/A—10,302-10,302-100%$191.4K———
Level Four Advisory Services, LLC
N/A—10,133-10,133-100%$188.2K———
Van Hulzen Asset Management, LLC
N/A—10,090-10,090-100%$187.4K———
US Bancorp \de\
N/A—6,664-6,664-100%$123.8K———
FAS Wealth Partners, Inc.
N/A—6,093-6,093-100%$113.2K———
AE Wealth Management LLC
N/A—5,849-5,849-100%$108.6K———
Cbiz Investment Advisory Services, LLC
N/A—4,286-4,286-100%$80.0K———
IFG Advisory, LLC
N/A—3,520-3,520-100%$65.4K———
JPL Wealth Management, LLC
N/A—3,355-3,355-100%$62.3K———
Ancora Advisors LLCA
N/A—2,765-2,765-100%$51.4K———
FMR LLC
N/A—2,525-2,525-100%$46.9K———
Keating Financial Advisory Services, Inc.
N/A—2,420-2,420-100%$45.0K———
Topsail Wealth Management, LLC
N/A—2,400-2,400-100%$44.6K———
Global Retirement Partners, LLC
N/A—2,214-2,214-100%$41.1K———
PNC Financial Services Group, Inc.
N/A—2,053-2,053-100%$38.1K———
O'shaughnessy Asset Management, LLC
N/A—1,519-1,519-100%$28.2K———
Smithfield Trust Co
N/A—1,150-1,150-100%$21———
Rockefeller Capital Management L.P.
N/A—869-869-100%$16.1K———
BankPlus Trust Department
N/A—534-534-100%$9.9K———
Community Bank, N.A.
N/A—380-380-100%$7.1K———
Ameritas Investment Partners, Inc.
N/A—349-349-100%$6.5K———
BFC Planning, Inc.
N/A—285-285-100%$5.3K———
Highland Investment Advisors LLC
N/A—212-212-100%$3.9K———
Lummis Asset Management, LP
N/A—162-162-100%$3.0K———
Imprint Wealth LLC
N/A—140-140-100%$2.6K———
Vanguard Advisers Inc
N/A—79-79-100%$1.5K———
Tower Research Capital LLC (TRC)
N/A—69-69-100%$1.3K———
Aventura Private Wealth, LLC
N/A—45-45-100%$836———
Showing 369 of 369 institutions