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Ishares 20+ Year Treasury BD (TLT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Citigroup Inc
DECREASED
Shares12,506,386 from 16,154,438
Change-3,648,052 (-23%)
Value$972.7M (-$423.3M)
Filed 2026-11-04
Simplex Trading, LLC
INCREASED
Shares2,984,270 from 1,860,997
Change+1,123,273 (+60%)
Value$232.1M (+$71.3M)
Filed 2026-11-04
MacKenzie Financial Corp
DECREASED
Shares2,636,300 from 2,913,300
Change-277,000 (-10%)
Value$205.1M (-$46.7M)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares2,278,304 from 2,038,801
Change+239,503 (+12%)
Value$177.2M (+$1.0M)
Filed 2026-10-30
Vantagepoint Investment Advisers LLC
UNCHANGED
Shares2,039,385 from 2,039,385
Change0 (0%)
Value$158.6M (-$17.6M)
Filed 2026-10-26
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares1,736,028 from 1,658,046
Change+77,982 (+5%)
Value$135.0M (-$8.3M)
Filed 2026-11-03
WestEnd Advisors, LLC
DECREASED
Shares1,649,613 from 1,727,307
Change-77,694 (-4%)
Value$128.3M (-$21.0M)
Filed 2026-10-27
US Bancorp \de\
INCREASED
Shares1,126,115 from 988,185
Change+137,930 (+14%)
Value$87.6M (+$2.2M)
Filed 2026-11-05
Commonwealth Equity Services, LLC
INCREASED
Shares999,752 from 864,809
Change+134,943 (+16%)
Value$77.8M (+$3.0M)
Filed 2026-11-02
Imc-Chicago, LLC
NEW
Shares986,923
Change+986,923
Value$76.8M
Filed 2026-11-05
Cassaday & Co Wealth Management LLC
INCREASED
Shares944,743 from 671,779
Change+272,964 (+41%)
Value$73.5M (+$15.4M)
Filed 2026-10-27
TD Private Client Wealth LLC
INCREASED
Shares854,819 from 813,576
Change+41,243 (+5%)
Value$66.5M (-$3.8M)
Filed 2026-10-28
AIA Group Ltd
DECREASED
Shares830,458 from 867,623
Change-37,165 (-4%)
Value$64.6M (-$10.4M)
Filed 2026-10-30
First Citizens Bank & Trust Co
DECREASED
Shares675,558 from 675,969
Change-411 (0%)
Value$52.5M (-$5.9M)
Filed 2026-10-14
Townsend & Associates, Inc
INCREASED
Shares550,320 from 539,586
Change+10,734 (+2%)
Value$44.1M (-$1.2M)
Filed 2026-10-23
Bell Investment Advisors, Inc
INCREASED
Shares500,221 from 469,199
Change+31,022 (+7%)
Value$38.9M (-$1.6M)
Filed 2026-10-29
FNY Investment Advisers, LLC
INCREASED
Shares469,728 from 16,580
Change+453,148 (+2733%)
Value$36.5K (+$35.1K)
Filed 2026-10-16
Bank of New York Mellon Corp
INCREASED
Shares428,891 from 409,907
Change+18,984 (+5%)
Value$33.4M (-$2.1M)
Filed 2026-11-05
Tectonic Advisors LLC
INCREASED
Shares384,917 from 16,734
Change+368,183 (+2200%)
Value$29.9M (+$28.5M)
Filed 2026-10-22
Carrhae Capital LLP
NEW
Shares376,785
Change+376,785
Value$29.3M
Filed 2026-10-20
New Harbor Financial Group, LLC
DECREASED
Shares376,256 from 541,075
Change-164,819 (-30%)
Value$29.3M (-$17.5M)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares364,820 from 316,382
Change+48,438 (+15%)
Value$28.4K (-$27.3M)
Filed 2026-11-02
Willis Johnson Wealth, Inc.
INCREASED
Shares359,180 from 334,257
Change+24,923 (+7%)
Value$27.9M (-$949.5K)
Filed 2026-11-03
Vision Financial Markets LLC
INCREASED
Shares346,900 from 99,900
Change+247,000 (+247%)
Value$27.0M (+$18.3M)
Filed 2026-10-22
Third View Private Wealth, LLC
INCREASED
Shares344,395 from 342,677
Change+1,718 (+1%)
Value$26.8M (-$2.8M)
Filed 2026-10-30
Trilogy Capital Inc.
INCREASED
Shares344,389 from 303,944
Change+40,445 (+13%)
Value$26.8M (+$519.8K)
Filed 2026-10-20
Principal Financial Group Inc
INCREASED
Shares335,730 from 113,854
Change+221,876 (+195%)
Value$26.1M (+$16.3M)
Filed 2026-11-02
Insight Wealth Strategies, LLC
INCREASED
Shares330,227 from 316,959
Change+13,268 (+4%)
Value$25.7M (-$1.4M)
Filed 2026-10-09
Strong Tower Advisory Services
INCREASED
Shares327,120 from 228,180
Change+98,940 (+43%)
Value$25.4M (+$5.7M)
Filed 2026-10-13
One Day In July LLC
INCREASED
Shares294,316 from 188,781
Change+105,535 (+56%)
Value$22.9M (+$6.6M)
Filed 2026-10-30
Simplicity Wealth,LLC
INCREASED
Shares292,598 from 287,153
Change+5,445 (+2%)
Value$22.8M (-$2.1M)
Filed 2026-10-23
Sanders Morris Harris LLC
NEW
Shares285,000
Change+285,000
Value$22.2M
Filed 2026-10-14
Fund Evaluation Group, LLC
UNCHANGED
Shares265,309 from 265,309
Change0 (0%)
Value$20.6M (-$2.3M)
Filed 2026-11-05
IFP Advisors, Inc
DECREASED
Shares261,478 from 446,710
Change-185,232 (-41%)
Value$20.3M (-$18.3M)
Filed 2026-10-16
Kestra Private Wealth Services, LLC
DECREASED
Shares257,492 from 270,812
Change-13,320 (-5%)
Value$20.0M (-$3.4M)
Filed 2026-10-30
SBI Securities Co., Ltd.
DECREASED
Shares251,761 from 280,889
Change-29,128 (-10%)
Value$19.6M (-$4.7M)
Filed 2026-10-22
Integrity Alliance, Llc.
INCREASED
Shares244,880 from 216,550
Change+28,330 (+13%)
Value$19.0M (+$332.5K)
Filed 2026-10-29
Form Wealth Advisors, LLC
INCREASED
Shares230,087 from 179,900
Change+50,187 (+28%)
Value$17.9M (+$2.3M)
Filed 2026-10-13
Procyon Advisors, LLC
INCREASED
Shares228,891 from 91,583
Change+137,308 (+150%)
Value$17.8M (+$9.9M)
Filed 2026-10-21
Elevation Point Wealth Partners, LLC
INCREASED
Shares221,470 from 214,526
Change+6,944 (+3%)
Value$17.2M (-$1.3M)
Filed 2026-11-05
Privium Fund Management (UK) Ltd
INCREASED
Shares217,300 from 138,800
Change+78,500 (+57%)
Value$17.0M (+$4.9M)
Filed 2026-10-30
Royal Fund Management, LLC
INCREASED
Shares215,893 from 208,015
Change+7,878 (+4%)
Value$16.8M (-$1.2M)
Filed 2026-10-22
WJ Interests, LLC
INCREASED
Shares214,163 from 208,859
Change+5,304 (+3%)
Value$16.7M (-$1.4M)
Filed 2026-10-14
Concurrent Investment Advisors, LLC
DECREASED
Shares210,444 from 561,799
Change-351,355 (-63%)
Value$16.4M (-$32.2M)
Filed 2026-10-16
Venture Visionary Partners LLC
INCREASED
Shares208,633 from 204,606
Change+4,027 (+2%)
Value$16.2M (-$1.5M)
Filed 2026-10-07
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares206,833 from 128,342
Change+78,491 (+61%)
Value$16.1M (+$5.3M)
Filed 2026-10-13
Carrera Capital Advisors
INCREASED
Shares201,588 from 191,680
Change+9,908 (+5%)
Value$15.7M (-$885.5K)
Filed 2026-11-03
Fifth Third Bancorp
INCREASED
Shares199,993 from 197,346
Change+2,647 (+1%)
Value$15.6M (-$1.5M)
Filed 2026-11-05
Greenup Street Wealth Management LLC
INCREASED
Shares197,515 from 161,137
Change+36,378 (+23%)
Value$15.4M (+$1.4M)
Filed 2026-10-28
BOS Asset Management, LLC
DECREASED
Shares197,502 from 199,476
Change-1,974 (-1%)
Value$15.4M (-$1.9M)
Filed 2026-10-09
Cultivar Capital, Inc.
INCREASED
Shares195,220 from 162,788
Change+32,432 (+20%)
Value$15.2M (+$1.1M)
Filed 2026-10-14
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED
Shares193,588 from 241,494
Change-47,906 (-20%)
Value$15.1K (-$20.9M)
Filed 2026-10-14
Prospera Financial Services Inc
INCREASED
Shares189,507 from 186,065
Change+3,442 (+2%)
Value$15.5M (-$570.7K)
Filed 2026-11-04
Oppenheimer & Co Inc
DECREASED
Shares188,545 from 204,983
Change-16,438 (-8%)
Value$14.7M (-$3.0M)
Filed 2026-10-26
Wealth Alliance Advisory Group, LLC
NEW
Shares174,137
Change+174,137
Value$13.5M
Filed 2026-10-14
Financial Enhancement Group LLC
INCREASED
Shares170,442 from 76,524
Change+93,918 (+123%)
Value$13.1M (+$6.5M)
Filed 2026-10-08
New York Life Investment Management LLC
INCREASED
Shares166,722 from 151,844
Change+14,878 (+10%)
Value$13.0M (-$155.9K)
Filed 2026-11-04
Kestra Advisory Services, LLC
DECREASED
Shares163,109 from 270,542
Change-107,433 (-40%)
Value$12.7M (-$10.7M)
Filed 2026-11-02
Axiom Investment Management LLC
INCREASED
Shares160,181 from 170
Change+160,011 (+94124%)
Value$12.5M (+$12.4M)
Filed 2026-11-03
Deane Retirement Strategies, Inc.
NEW
Shares159,113
Change+159,113
Value$12.4M
Filed 2026-10-09
TD Waterhouse Canada Inc.
INCREASED
Shares157,589 from 126,248
Change+31,341 (+25%)
Value$12.2M (+$1.4M)
Filed 2026-10-16
Farther Finance Advisors, LLC
DECREASED
Shares157,182 from 293,397
Change-136,215 (-46%)
Value$12.2M (-$13.1M)
Filed 2026-10-08
T3 Companies, LLC
NEW
Shares155,901
Change+155,901
Value$12.1M
Filed 2026-10-22
Benin Management Corp
INCREASED
Shares155,533 from 114,633
Change+40,900 (+36%)
Value$12.1M (+$2.2M)
Filed 2026-10-22
High Note Wealth, LLC
INCREASED
Shares154,675 from 143,446
Change+11,229 (+8%)
Value$12.0M (-$366.0K)
Filed 2026-10-27
Cordoba Advisory Partners LLC
INCREASED
Shares145,537 from 87,626
Change+57,911 (+66%)
Value$11.3M (+$3.7M)
Filed 2026-10-19
Quaker Wealth Management, LLC
DECREASED
Shares141,216 from 200,359
Change-59,143 (-30%)
Value$11.0M (-$6.3M)
Filed 2026-10-22
Brookstone Capital Management
DECREASED
Shares133,712 from 152,598
Change-18,886 (-12%)
Value$10.4M (-$2.8M)
Filed 2026-10-22
Ashton Thomas Private Wealth, LLC
INCREASED
Shares133,523 from 7,523
Change+126,000 (+1675%)
Value$10.4M (+$9.7M)
Filed 2026-11-03
Assetmark, Inc
DECREASED
Shares129,269 from 136,400
Change-7,131 (-5%)
Value$10.1M (-$1.7M)
Filed 2026-10-21
Independent Financial Group, LLC
INCREASED
Shares124,599 from 113,523
Change+11,076 (+10%)
Value$9.7M (-$119.3K)
Filed 2026-10-13
Nationwide Fund Advisors
INCREASED
Shares119,258 from 110,980
Change+8,278 (+7%)
Value$9.3M (-$315.0K)
Filed 2026-10-28
Sicart Associates LLC
DECREASED
Shares118,762 from 121,835
Change-3,073 (-3%)
Value$9.5M (-$1.0M)
Filed 2026-10-29
Praxis Capital Management LLC
NEW
Shares118,200
Change+118,200
Value$9.2M
Filed 2026-10-16
Heartwood Wealth Advisors LLC
INCREASED
Shares117,855 from 115,113
Change+2,742 (+2%)
Value$9.2M (-$781.3K)
Filed 2026-10-05
Security Benefit Life Insurance Co
UNCHANGED
Shares110,000 from 110,000
Change0 (0%)
Value$8.6M (-$950.4K)
Filed 2026-11-05
Sovran Advisors, LLC
DECREASED
Shares108,693 from 127,139
Change-18,446 (-15%)
Value$8.9M (-$1.9M)
Filed 2026-11-02
IPG Investment Advisors LLC
INCREASED
Shares107,191 from 94,381
Change+12,810 (+14%)
Value$8.3M (+$181.0K)
Filed 2026-10-30
Ridgepath Capital Management LLC
NEW
Shares102,328
Change+102,328
Value$8.0M
Filed 2026-10-29
Walkner Condon Financial Advisors LLC
INCREASED
Shares102,057 from 2,799
Change+99,258 (+3546%)
Value$7.9M (+$7.7M)
Filed 2026-11-02
Atria Investments, Inc
DECREASED
Shares102,051 from 103,755
Change-1,704 (-2%)
Value$7.9M (-$1.0M)
Filed 2026-10-15
Legacy Private Trust Co.
INCREASED
Shares99,639 from 93,752
Change+5,887 (+6%)
Value$7.7M (-$352.1K)
Filed 2026-10-06
Davenport & Co LLC
DECREASED
Shares95,593 from 107,017
Change-11,424 (-11%)
Value$7.4M (-$1.8M)
Filed 2026-10-14
Udine Wealth Management, Inc.
NEW
Shares93,023
Change+93,023
Value$7.2M
Filed 2026-10-23
Market Street Wealth Management Advisors LLC
NEW
Shares91,707
Change+91,707
Value$7.1M
Filed 2026-10-09
Birchbrook, Inc.
INCREASED
Shares90,527 from 86,826
Change+3,701 (+4%)
Value$7.0M (-$462.3K)
Filed 2026-10-14
Portman Square Capital LLP
NEW
Shares90,000
Change+90,000
Value$7.0M
Filed 2026-10-15
Park Avenue Securities LLC
INCREASED
Shares89,780 from 86,756
Change+3,024 (+3%)
Value$7.0K (-$7.5M)
Filed 2026-10-26
Triumph Capital Management
INCREASED
Shares88,846 from 78,997
Change+9,849 (+12%)
Value$6.9M (+$83.5K)
Filed 2026-10-14
Brown Wealth Management, LLC
INCREASED
Shares87,890 from 82,196
Change+5,694 (+7%)
Value$6.8M (-$267.3K)
Filed 2026-10-20
Fermata Advisors, LLC
DECREASED
Shares86,198 from 90,789
Change-4,591 (-5%)
Value$6.7M (-$1.1M)
Filed 2026-10-13
Arlington Capital Management Inc
DECREASED
Shares85,353 from 93,513
Change-8,160 (-9%)
Value$6.6M (-$1.4M)
Filed 2026-10-30
Smith & Howard Wealth Management, LLC
NEW
Shares85,000
Change+85,000
Value$6.6M
Filed 2026-10-27
Rezny Wealth Management, Inc.
DECREASED
Shares82,413 from 82,434
Change-21 (0%)
Value$6.4M (-$713.9K)
Filed 2026-10-15
Csenge Advisory Group
INCREASED
Shares77,906 from 70,593
Change+7,313 (+10%)
Value$6.1M (-$41.1K)
Filed 2026-11-04
4Thought Financial Group Inc.
DECREASED
Shares75,433 from 85,831
Change-10,398 (-12%)
Value$5.9M (-$1.6M)
Filed 2026-11-02
Sharkey, Howes & Javer
DECREASED
Shares75,345 from 83,089
Change-7,744 (-9%)
Value$5.9M (-$1.3M)
Filed 2026-10-22
Vontobel Holding Ltd.
INCREASED
Shares74,761 from 45,577
Change+29,184 (+64%)
Value$5.8M (+$1.9M)
Filed 2026-10-16
Perigon Wealth Management, LLC
DECREASED
Shares74,073 from 84,047
Change-9,974 (-12%)
Value$5.8M (-$1.5M)
Filed 2026-10-22
First Horizon Corp
DECREASED
Shares72,081 from 98,084
Change-26,003 (-27%)
Value$5.6M (-$2.9M)
Filed 2026-10-26
LCW Services, LLC
INCREASED
Shares71,301 from 66,556
Change+4,745 (+7%)
Value$5.5M (-$206.0K)
Filed 2026-10-21
Boomfish Wealth Group, LLC
DECREASED
Shares71,130 from 73,005
Change-1,875 (-3%)
Value$5.5M (-$776.6K)
Filed 2026-10-22
Ballew Advisors, Inc
INCREASED
Shares70,820 from 56,688
Change+14,132 (+25%)
Value$5.5M (+$639.8K)
Filed 2026-10-05
Diversify Wealth Management, LLC
INCREASED
Shares70,281 from 19,529
Change+50,752 (+260%)
Value$5.6M (+$4.0M)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares70,281 from 19,529
Change+50,752 (+260%)
Value$5.6M (+$4.0M)
Filed 2026-10-20
Arnhold LLC
NEW
Shares70,000
Change+70,000
Value$5.4M
Filed 2026-10-26
Convergence Financial, LLC
INCREASED
Shares67,330 from 13,869
Change+53,461 (+385%)
Value$5.2M (+$4.0M)
Filed 2026-10-27
J. Safra Sarasin Holding AG
INCREASED
Shares66,355 from 49,402
Change+16,953 (+34%)
Value$5.2M (+$890.5K)
Filed 2026-10-26
Axxcess Wealth Management, LLC
DECREASED
Shares65,924 from 117,252
Change-51,328 (-44%)
Value$5.1M (-$5.0M)
Filed 2026-10-21
International Private Wealth Advisors LLC
DECREASED
Shares65,832 from 85,097
Change-19,265 (-23%)
Value$5.1M (-$2.2M)
Filed 2026-11-05
Canandaigua National Bank & Trust Co
DECREASED
Shares64,789 from 69,971
Change-5,182 (-7%)
Value$5.0M (-$1.0M)
Filed 2026-10-07
Miller Financial Services LLC
INCREASED
Shares64,667 from 53,291
Change+11,376 (+21%)
Value$5.0M (+$424.3K)
Filed 2026-10-20
Sowell Financial Services LLC
DECREASED
Shares63,214 from 73,594
Change-10,380 (-14%)
Value$4.9M (-$1.4M)
Filed 2026-10-23
Beacon Advisors Holdings, LLC
INCREASED
Shares62,018 from 58,619
Change+3,399 (+6%)
Value$4.8M (-$242.1K)
Filed 2026-10-27
Verus Capital Partners, LLC
INCREASED
Shares61,722 from 39,665
Change+22,057 (+56%)
Value$4.8M (+$1.4M)
Filed 2026-11-03
Horst & Graben Wealth Management LLC
DECREASED
Shares61,092 from 65,277
Change-4,185 (-6%)
Value$4.8M (-$830.8K)
Filed 2026-11-02
Aspect Partners, LLC
INCREASED
Shares61,058 from 57,065
Change+3,993 (+7%)
Value$4.7M (-$182.5K)
Filed 2026-10-20
D.A. Davidson & Co.
INCREASED
Shares60,818 from 11,901
Change+48,917 (+411%)
Value$4.7M (+$3.7M)
Filed 2026-10-28
Midwest Heritage Bank, FSB
INCREASED
Shares60,447 from 57,885
Change+2,562 (+4%)
Value$4.7M (-$300.9K)
Filed 2026-10-26
Lynx Capital Group LTD
DECREASED
Shares58,837 from 59,568
Change-731 (-1%)
Value$4.6M (-$571.6K)
Filed 2026-11-04
Wedbush Securities Inc
INCREASED
Shares57,770 from 54,625
Change+3,145 (+6%)
Value$4.5K (-$4.7M)
Filed 2026-10-22
CoreCap Advisors, LLC
DECREASED
Shares57,683 from 70,474
Change-12,791 (-18%)
Value$4.5M (-$1.6M)
Filed 2026-10-08
CWC Advisors, Llc.
DECREASED
Shares57,539 from 70,278
Change-12,739 (-18%)
Value$4.5M (-$1.6M)
Filed 2026-10-15
Tctc Holdings, LLC
NEW
Shares57,500
Change+57,500
Value$4.5M
Filed 2026-11-02
Krilogy Financial LLC
DECREASED
Shares57,066 from 437,148
Change-380,082 (-87%)
Value$4.5M (-$33.3M)
Filed 2026-10-13
Atlas Private Wealth Advisors
INCREASED
Shares55,532 from 47,846
Change+7,686 (+16%)
Value$4.3M (+$184.5K)
Filed 2026-10-23
Quadrant Private Wealth Management, LLC
NEW
Shares54,829
Change+54,829
Value$4.3M
Filed 2026-11-04
Intergy Private Wealth, LLC
INCREASED
Shares54,614 from 49,050
Change+5,564 (+11%)
Value$4.2M (+$9.0K)
Filed 2026-10-16
Sims Investment Management, LLC
INCREASED
Shares53,739 from 46,558
Change+7,181 (+15%)
Value$4.2M (+$156.3K)
Filed 2026-10-13
Tempus Wealth Planning, LLC
INCREASED
Shares53,727 from 29,236
Change+24,491 (+84%)
Value$4.2M (+$1.7M)
Filed 2026-10-14
Hixon Zuercher, LLC
DECREASED
Shares53,724 from 62,862
Change-9,138 (-15%)
Value$4.2M (-$1.3M)
Filed 2026-10-13
Nolet Wealth Management, LLC
DECREASED
Shares52,970 from 58,775
Change-5,805 (-10%)
Value$4.1M (-$959.3K)
Filed 2026-10-15
TCP Asset Management, LLC
DECREASED
Shares51,920 from 57,932
Change-6,012 (-10%)
Value$4.0M (-$983.7K)
Filed 2026-10-14
Globalt Investments LLC / GA
DECREASED
Shares51,730 from 55,680
Change-3,950 (-7%)
Value$4.0M (-$788.3K)
Filed 2026-10-27
Sagespring Wealth Partners, LLC
DECREASED
Shares50,735 from 54,705
Change-3,970 (-7%)
Value$3.9M (-$781.4K)
Filed 2026-10-22
Pilgrim Partners Asia Pte Ltd
NEW
Shares50,000
Change+50,000
Value$3.9M
Filed 2026-10-29
Milestones Private Investment Advisors LLC
INCREASED
Shares49,656 from 49,566
Change+90 (+0%)
Value$3.9M (-$421.3K)
Filed 2026-10-19
Upper Left Wealth Management, LLC
NEW
Shares49,301
Change+49,301
Value$3.8M
Filed 2026-10-14
DKM Wealth Management, Inc.
INCREASED
Shares48,509 from 27,703
Change+20,806 (+75%)
Value$3.8M (+$1.4M)
Filed 2026-10-09
Shelton Wealth Management, LLC
DECREASED
Shares47,827 from 50,300
Change-2,473 (-5%)
Value$3.7M (-$626.9K)
Filed 2026-10-16
Beirne Wealth Consulting Services, LLC
INCREASED
Shares46,240 from 45,268
Change+972 (+2%)
Value$3.6M (-$315.8K)
Filed 2026-10-19
Compass Financial Management LLC
INCREASED
Shares45,323 from 42,817
Change+2,506 (+6%)
Value$3.5M (-$171.5K)
Filed 2026-10-30
Encompass More Asset Management
DECREASED
Shares44,572 from 65,755
Change-21,183 (-32%)
Value$3.5M (-$2.2M)
Filed 2026-10-16
Trek Financial, LLC
INCREASED
Shares43,389 from 40,811
Change+2,578 (+6%)
Value$3.4M (-$152.1K)
Filed 2026-10-29
Latitude Advisors, LLC
INCREASED
Shares42,944 from 42,684
Change+260 (+1%)
Value$3.3M (-$348.6K)
Filed 2026-10-27
Foguth Wealth Management, Llc.
DECREASED
Shares42,614 from 44,746
Change-2,132 (-5%)
Value$3.4M (-$342.5K)
Filed 2026-10-19
Juno Financial Group LLC
INCREASED
Shares42,437 from 41,811
Change+626 (+2%)
Value$3.3M (-$312.6K)
Filed 2026-10-27
Braun-Bostich & Associates Inc.
DECREASED
Shares42,223 from 116,937
Change-74,714 (-64%)
Value$3.3M (-$6.8M)
Filed 2026-10-20
Creative Planning
INCREASED
Shares41,992 from 34,873
Change+7,119 (+20%)
Value$3.3M (+$252.4K)
Filed 2026-11-02
Cullen T Bankers, Inc.
DECREASED
Shares41,699 from 49,506
Change-7,807 (-16%)
Value$3.2M (-$1.0M)
Filed 2026-10-28
Spectrum Strategic Capital Management, LLC
DECREASED
Shares40,488 from 41,351
Change-863 (-2%)
Value$3.1M (-$424.4K)
Filed 2026-10-22
Wilmington Savings Fund Society, FSB
INCREASED
Shares40,140 from 40,000
Change+140 (+0%)
Value$3.1M (-$334.7K)
Filed 2026-10-23
Sigma Planning Corp
DECREASED
Shares39,791 from 51,704
Change-11,913 (-23%)
Value$3.1M (-$1.4M)
Filed 2026-10-23
Unique Wealth Strategies, LLC
UNCHANGED
Shares39,615 from 39,615
Change0 (0%)
Value$3.4M ($0)
Filed 2026-10-13
Fiduciary Financial Group, LLC
DECREASED
Shares38,635 from 39,376
Change-741 (-2%)
Value$3.0M (-$397.8K)
Filed 2026-10-13
WealthCare Asset Management, LLC
NEW
Shares37,802
Change+37,802
Value$2.9M
Filed 2026-10-26
Summit Financial Wealth Advisors, LLC
INCREASED
Shares37,642 from 23,431
Change+14,211 (+61%)
Value$2.9M (+$902.8K)
Filed 2026-10-15
GC Wealth Management RIA, LLC
INCREASED
Shares37,304 from 31,889
Change+5,415 (+17%)
Value$2.9M (+$145.7K)
Filed 2026-11-02
Meridian Wealth Management, LLC
DECREASED
Shares36,885 from 38,296
Change-1,411 (-4%)
Value$2.9M (-$439.6K)
Filed 2026-11-05
Heritage Wealth Management, Inc.
INCREASED
Shares36,519 from 33,453
Change+3,066 (+9%)
Value$2.8M (-$50.5K)
Filed 2026-10-27
Warberg Asset Management LLC
NEW
Shares36,000
Change+36,000
Value$2.8M
Filed 2026-11-02
Stonehaven Wealth & TAX Solutions, LLC
INCREASED
Shares35,530 from 34,666
Change+864 (+2%)
Value$2.8M (-$232.3K)
Filed 2026-10-22
Glaxis Capital Management, LLC
UNCHANGED
Shares35,000 from 35,000
Change0 (0%)
Value$2.7M (-$302.4K)
Filed 2026-11-02
Arvest Investments, Inc.
INCREASED
Shares33,978 from 31,943
Change+2,035 (+6%)
Value$2.6M (-$117.8K)
Filed 2026-10-21
Midwest Financial Group LLC
INCREASED
Shares32,633 from 31,223
Change+1,410 (+5%)
Value$2.5M (-$160.1K)
Filed 2026-10-15
OpenArc Corporate Advisory, LLC
INCREASED
Shares32,415 from 11,172
Change+21,243 (+190%)
Value$2.5M (+$1.6M)
Filed 2026-10-21
Blue Capital, Inc.
INCREASED
Shares32,230 from 30,605
Change+1,625 (+5%)
Value$2.5M (-$138.0K)
Filed 2026-10-13
Creative Financial Designs Inc
DECREASED
Shares31,411 from 34,810
Change-3,399 (-10%)
Value$2.4M (-$565.2K)
Filed 2026-11-04
Yoder Wealth Management, Inc.
DECREASED
Shares31,271 from 32,912
Change-1,641 (-5%)
Value$2.4M (-$412.0K)
Filed 2026-10-13
Primoris Wealth Advisors, LLC
INCREASED
Shares29,700 from 25,818
Change+3,882 (+15%)
Value$2.3M (+$78.9K)
Filed 2026-10-28
4Wealth Advisors, Inc.
INCREASED
Shares29,571 from 21,286
Change+8,285 (+39%)
Value$2.3M (+$451.9K)
Filed 2026-10-13
Plancorp, LLC
INCREASED
Shares29,434 from 22,537
Change+6,897 (+31%)
Value$2.4M (+$516.5K)
Filed 2026-11-03
Integrity Wealth Partners, LLC
NEW
Shares29,425
Change+29,425
Value$2.3M
Filed 2026-10-14
Genesee Capital Advisors, LLC
INCREASED
Shares29,423 from 28,097
Change+1,326 (+5%)
Value$2.3M (-$139.7K)
Filed 2026-10-20
LifeWealth Investments, LLC
DECREASED
Shares29,131 from 82,019
Change-52,888 (-64%)
Value$2.3M (-$4.8M)
Filed 2026-10-21
Erickson Financial Group, LLC
DECREASED
Shares28,783 from 28,805
Change-22 (0%)
Value$2.2M (-$250.6K)
Filed 2026-11-05
BCM Advisors, LLC
DECREASED
Shares28,450 from 35,837
Change-7,387 (-21%)
Value$2.3M (-$655.1K)
Filed 2026-11-03
Clay Northam Wealth Management, LLC
DECREASED
Shares28,055 from 28,475
Change-420 (-1%)
Value$2.2M (-$278.7K)
Filed 2026-10-13
James Investment Research, Inc.
DECREASED
Shares26,128 from 29,358
Change-3,230 (-11%)
Value$2.0M (-$504.9K)
Filed 2026-10-22
Thrivent Financial for Lutherans
INCREASED
Shares25,961 from 7,583
Change+18,378 (+242%)
Value$2.0M (+$1.4M)
Filed 2026-11-05
ShoreHaven Wealth Partners, LLC
INCREASED
Shares25,781 from 25,346
Change+435 (+2%)
Value$2.0M (-$185.2K)
Filed 2026-10-16
Formidable Asset Management, LLC
INCREASED
Shares25,526 from 22,712
Change+2,814 (+12%)
Value$2.2M (+$237.1K)
Filed 2026-11-03
MBA Advisors LLC
INCREASED
Shares25,138 from 24,992
Change+146 (+1%)
Value$2.0M (-$204.6K)
Filed 2026-10-29
Roberts Financial Services LLC
INCREASED
Shares25,128 from 15,359
Change+9,769 (+64%)
Value$2.0M (+$627.1K)
Filed 2026-10-23
Signature Estate & Investment Advisors LLC
INCREASED
Shares25,121 from 22,136
Change+2,985 (+13%)
Value$2.0M (+$40.9K)
Filed 2026-10-13
Titleist Asset Management, LLC
DECREASED
Shares24,911 from 35,657
Change-10,746 (-30%)
Value$1.9M (-$1.1M)
Filed 2026-10-08
Flagstar Securities, Inc
INCREASED
Shares24,873 from 17,258
Change+7,615 (+44%)
Value$1.9M (+$443.2K)
Filed 2026-10-15
Argyle Capital Partners, LLC
INCREASED
Shares24,481 from 22,458
Change+2,023 (+9%)
Value$1.9M (-$36.7K)
Filed 2026-10-23
Cadinha & Co LLC
DECREASED
Shares23,883 from 25,559
Change-1,676 (-7%)
Value$1.9M (-$351.2K)
Filed 2026-10-22
Spectrum Planning & Advisory Services Inc.
INCREASED
Shares23,443 from 18,486
Change+4,957 (+27%)
Value$1.8M (+$225.8K)
Filed 2026-11-05
Apeiron RIA LLC
INCREASED
Shares23,396 from 8,734
Change+14,662 (+168%)
Value$1.8M (+$1.1M)
Filed 2026-10-08
Investment House LLC
NEW
Shares23,124
Change+23,124
Value$1.8M
Filed 2026-10-21
RFG Advisory, LLC
INCREASED
Shares22,469 from 11,733
Change+10,736 (+92%)
Value$1.7M (+$733.7K)
Filed 2026-11-03
Virtue Capital Management, LLC
INCREASED
Shares22,201 from 20,339
Change+1,862 (+9%)
Value$1.7M (-$30.9K)
Filed 2026-10-29
Vise Technologies, Inc.
INCREASED
Shares21,905 from 16,114
Change+5,791 (+36%)
Value$1.7M (+$311.1K)
Filed 2026-10-29
Rakuten Securities, Inc.
INCREASED
Shares21,868 from 15,705
Change+6,163 (+39%)
Value$1.7M (+$343.7K)
Filed 2026-11-02
Hoxton Planning & Management, LLC
INCREASED
Shares21,744 from 17,899
Change+3,845 (+21%)
Value$1.7M (+$144.4K)
Filed 2026-10-15
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares21,417 from 20,245
Change+1,172 (+6%)
Value$1.7M (-$83.7K)
Filed 2026-10-22
Dynamic Wealth Strategies, LLC
DECREASED
Shares21,342 from 22,363
Change-1,021 (-5%)
Value$1.7M (-$272.6K)
Filed 2026-10-16
Vaquero Private Wealth, LTD
INCREASED
Shares21,270 from 20,541
Change+729 (+4%)
Value$1.7M (-$120.7K)
Filed 2026-10-27
Mariner Investment Group LLC
INCREASED
Shares21,074 from 18,080
Change+2,994 (+17%)
Value$1.6M (+$76.7K)
Filed 2026-11-04
Aurora Private Wealth, Inc.
INCREASED
Shares20,757 from 20,713
Change+44 (+0%)
Value$1.6K (-$1.8M)
Filed 2026-10-20
GAM Holding AG
NEW
Shares20,000
Change+20,000
Value$1.6M
Filed 2026-11-03
Harbor Capital Advisors, Inc.
DECREASED
Shares19,897 from 40,373
Change-20,476 (-51%)
Value$1.5K (-$3.5M)
Filed 2026-10-22
Cornerstone Wealth Management, LLC
INCREASED
Shares19,808 from 3,384
Change+16,424 (+485%)
Value$1.5M (+$1.2M)
Filed 2026-11-04
McAdam, LLC
INCREASED
Shares19,730 from 10,718
Change+9,012 (+84%)
Value$1.5M (+$608.3K)
Filed 2026-10-21
Catalyst Private Wealth, LLC
INCREASED
Shares19,371 from 9,674
Change+9,697 (+100%)
Value$1.5M (+$670.6K)
Filed 2026-10-13
Alterna Wealth Management, Inc
INCREASED
Shares19,253 from 15,853
Change+3,400 (+21%)
Value$1.5M (+$127.4K)
Filed 2026-10-27
Kornitzer Capital Management Inc
INCREASED
Shares19,241 from 17,979
Change+1,262 (+7%)
Value$1.5M (-$57.2K)
Filed 2026-11-03
MGO One Seven LLC
DECREASED
Shares18,946 from 19,280
Change-334 (-2%)
Value$1.5M (-$192.6K)
Filed 2026-10-28
Ritholtz Wealth Management
NEW
Shares18,270
Change+18,270
Value$1.4M
Filed 2026-11-05
Michael J. Porro & Co. Financial Advisors, Inc.
DECREASED
Shares18,270 from 21,638
Change-3,368 (-16%)
Value$1.4M (-$448.9K)
Filed 2026-10-16
Professional Financial Advisors, LLC
INCREASED
Shares18,173 from 18,094
Change+79 (+0%)
Value$1.4M (-$150.2K)
Filed 2026-10-13
Transmarket Holdings LP
NEW
Shares18,060
Change+18,060
Value$1.4M
Filed 2026-10-27
Capital Investment Counsel, Inc
INCREASED
Shares18,045 from 17,045
Change+1,000 (+6%)
Value$1.4M (-$69.5K)
Filed 2026-10-20
Boltwood Capital Management
DECREASED
Shares17,709 from 21,439
Change-3,730 (-17%)
Value$1.4M (-$475.4K)
Filed 2026-10-02
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares17,617 from 17,617
Change0 (0%)
Value$1.5M ($0)
Filed 2026-11-03
Integrity Advisory Solutions, LLC
INCREASED
Shares17,481 from 15,653
Change+1,828 (+12%)
Value$1.4M (+$6.9K)
Filed 2026-10-29
Goelzer Investment Management, Inc.
INCREASED
Shares17,134 from 16,944
Change+190 (+1%)
Value$1.3M (-$131.6K)
Filed 2026-10-16
Affinity Capital Advisors, LLC
INCREASED
Shares17,125 from 9,837
Change+7,288 (+74%)
Value$1.3M (+$494.8K)
Filed 2026-10-13
Stronghold Wealth Management L.L.C.
INCREASED
Shares17,056 from 16,318
Change+738 (+5%)
Value$1.3M (-$83.6K)
Filed 2026-10-16
Mechanics Bank Trust Department
INCREASED
Shares16,904 from 15,594
Change+1,310 (+8%)
Value$1.3M (-$32.8K)
Filed 2026-10-13
Almanack Investment Partners, Llc.
DECREASED
Shares16,788 from 27,129
Change-10,341 (-38%)
Value$1.3M (-$1.0M)
Filed 2026-11-03
Western Financial Corp
INCREASED
Shares16,640 from 16,093
Change+547 (+3%)
Value$1.3M (-$96.5K)
Filed 2026-10-14
Patton Fund Management, Inc.
NEW
Shares16,288
Change+16,288
Value$1.3M
Filed 2026-10-13
Wolverine Asset Management LLC
INCREASED
Shares16,267 from 14,667
Change+1,600 (+11%)
Value$1.3M (-$2.3K)
Filed 2026-11-02
Narus Financial Partners, LLC
DECREASED
Shares16,005 from 17,539
Change-1,534 (-9%)
Value$1.2M (-$270.9K)
Filed 2026-10-19
Sjbenen Advisory, LLC
DECREASED
Shares16,000 from 179,700
Change-163,700 (-91%)
Value$1.2M (-$14.2M)
Filed 2026-10-19
CFS Investment Advisory Services, LLC
DECREASED
Shares15,720 from 18,666
Change-2,946 (-16%)
Value$1.2M (-$381.3K)
Filed 2026-10-19
Schear Investment Advisers, LLC
NEW
Shares15,480
Change+15,480
Value$1.2M
Filed 2026-10-14
Tempo Wealth, LLC
DECREASED
Shares15,480 from 19,633
Change-4,153 (-21%)
Value$1.2M (-$492.6K)
Filed 2026-10-14
Integrated Advisors Network LLC
DECREASED
Shares15,477 from 21,657
Change-6,180 (-29%)
Value$1.2M (-$667.8K)
Filed 2026-10-20
United Advisor Group, LLC
INCREASED
Shares15,411 from 13,226
Change+2,185 (+17%)
Value$1.2M (+$55.6K)
Filed 2026-11-03
Dynamic Advisor Solutions LLC
DECREASED
Shares15,133 from 15,621
Change-488 (-3%)
Value$1.2M (-$172.9K)
Filed 2026-10-13
Koshinski Asset Management, Inc.
INCREASED
Shares14,939 from 13,519
Change+1,420 (+11%)
Value$1.2M (-$6.3K)
Filed 2026-10-29
Westside Investment Management, Inc.
INCREASED
Shares14,657 from 12,773
Change+1,884 (+15%)
Value$1.1M (+$36.2K)
Filed 2026-11-02
Wealthcare Advisory Partners LLC
DECREASED
Shares14,595 from 23,168
Change-8,573 (-37%)
Value$1.1M (-$867.0K)
Filed 2026-10-21
Matrix Trust Co
UNCHANGED
Shares14,419 from 14,419
Change0 (0%)
Value$1.1K (-$125)
Filed 2026-10-07
Apollon Wealth Management, LLC
DECREASED
Shares14,063 from 41,787
Change-27,724 (-66%)
Value$1.1M (-$2.5M)
Filed 2026-10-23
Crescent Grove Advisors, LLC
INCREASED
Shares14,023 from 11,561
Change+2,462 (+21%)
Value$1.1M (+$91.6K)
Filed 2026-10-21
E&G Advisors, LLC
DECREASED
Shares13,729 from 14,324
Change-595 (-4%)
Value$1.1M (-$170.0K)
Filed 2026-10-13
Independence Wealth Advisors, LLC
DECREASED
Shares13,578 from 14,135
Change-557 (-4%)
Value$1.1M (-$165.4K)
Filed 2026-10-29
Roman Butler Fullerton & Co
INCREASED
Shares13,535 from 6,367
Change+7,168 (+113%)
Value$1.1M (+$540.9K)
Filed 2026-10-27
VestGen Advisors, LLC
DECREASED
Shares13,525 from 14,741
Change-1,216 (-8%)
Value$1.1M (-$221.9K)
Filed 2026-10-27
Aurelius Family Office LLC
INCREASED
Shares13,437 from 5,969
Change+7,468 (+125%)
Value$1.0M (+$529.3K)
Filed 2026-10-23
Patton Albertson Miller Group, LLC
UNCHANGED
Shares13,343 from 13,343
Change0 (0%)
Value$1.0M (-$115.3K)
Filed 2026-10-26
Choreo, LLC
DECREASED
Shares13,088 from 94,199
Change-81,111 (-86%)
Value$1.0M (-$7.1M)
Filed 2026-10-28
Ashton Thomas Securities, LLC
NEW
Shares13,035
Change+13,035
Value$994.8K
Filed 2026-10-26
Keystone Global Partners, LLC
NEW
Shares13,000
Change+13,000
Value$1.0K
Filed 2026-10-13
Chesley Taft & Associates LLC
INCREASED
Shares12,996 from 12,591
Change+405 (+3%)
Value$1.0M (-$77.3K)
Filed 2026-10-13
Unique Wealth, LLC
INCREASED
Shares12,799 from 10,756
Change+2,043 (+19%)
Value$995.5K (+$66.0K)
Filed 2026-10-16
Accurate Wealth Management, LLC
NEW
Shares12,697
Change+12,697
Value$995.1K
Filed 2026-10-20
SeaCrest Wealth Management, LLC
DECREASED
Shares12,675 from 12,684
Change-9 (0%)
Value$985.9K (-$110.3K)
Filed 2026-10-21
Lauer Wealth, LLC
NEW
Shares12,528
Change+12,528
Value$975.6K
Filed 2026-10-13
Hudock, Inc.
INCREASED
Shares12,319 from 2,432
Change+9,887 (+407%)
Value$958.2K (+$748.0K)
Filed 2026-10-14
Summit Financial Consulting LLC
DECREASED
Shares12,257 from 12,602
Change-345 (-3%)
Value$953.4K (-$135.7K)
Filed 2026-10-15
Paragon Capital Management Inc
DECREASED
Shares12,206 from 12,301
Change-95 (-1%)
Value$949.4K (-$113.7K)
Filed 2026-10-15
Etesian Wealth Advisors, Inc.
DECREASED
Shares12,053 from 12,660
Change-607 (-5%)
Value$937.5K (-$156.6K)
Filed 2026-10-27
OAK Family Advisors, LLC
DECREASED
Shares12,004 from 12,191
Change-187 (-2%)
Value$933.6K (-$119.9K)
Filed 2026-10-19
Cdkv Holdings LLC
DECREASED
Shares11,989 from 12,065
Change-76 (-1%)
Value$932.5K (-$110.1K)
Filed 2026-10-28
Lido Advisors, LLC
DECREASED
Shares11,945 from 115,022
Change-103,077 (-90%)
Value$929.1K (-$9.0M)
Filed 2026-11-04
One Way Holdings LLC
DECREASED
Shares11,750 from 12,140
Change-390 (-3%)
Value$913.9K (-$135.2K)
Filed 2026-10-29
Bingham Private Wealth, LLC
INCREASED
Shares11,689 from 6,143
Change+5,546 (+90%)
Value$909.2K (+$378.3K)
Filed 2026-11-05
One Plus One Wealth Management, LLC
NEW
Shares11,541
Change+11,541
Value$897.7K
Filed 2026-10-16
Realta Investment Advisors
INCREASED
Shares11,216 from 6,604
Change+4,612 (+70%)
Value$872.4K (+$301.7K)
Filed 2026-10-14
Security Financial Services, Inc.
DECREASED
Shares11,193 from 17,220
Change-6,027 (-35%)
Value$870.6K (-$617.6K)
Filed 2026-10-29
Juncture Wealth Strategies, LLC
INCREASED
Shares11,167 from 7,517
Change+3,650 (+49%)
Value$868.6K (+$219.0K)
Filed 2026-10-06
Helium Advisors LLC
DECREASED
Shares11,141 from 14,506
Change-3,365 (-23%)
Value$866.5K (-$387.1K)
Filed 2026-10-23
Keybank National Association
INCREASED
Shares11,115 from 6,321
Change+4,794 (+76%)
Value$864.5K (+$318.3K)
Filed 2026-11-04
Cooper Financial Group
DECREASED
Shares11,101 from 11,159
Change-58 (-1%)
Value$863.4K (-$100.9K)
Filed 2026-10-07
Values First Advisors, Inc.
DECREASED
Shares11,086 from 25,147
Change-14,061 (-56%)
Value$862.3K (-$1.3M)
Filed 2026-10-23
Burford Brothers, Inc.
DECREASED
Shares11,039 from 11,514
Change-475 (-4%)
Value$858.6K (-$136.4K)
Filed 2026-10-21
Joseph P. Lucia & Associates, LLC
DECREASED
Shares10,681 from 11,651
Change-970 (-8%)
Value$830.8K (-$176.1K)
Filed 2026-10-30
Avior Wealth Management, LLC
DECREASED
Shares10,529 from 12,053
Change-1,524 (-13%)
Value$819.0K (-$222.6K)
Filed 2026-10-13
United Asset Strategies, Inc.
INCREASED
Shares10,207 from 10,126
Change+81 (+1%)
Value$793.9K (-$81.1K)
Filed 2026-10-28
Capstone Wealth Management Group, LLC
INCREASED
Shares10,035 from 6,843
Change+3,192 (+47%)
Value$896.8K (+$305.4K)
Filed 2026-11-05
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares10,016 from 15,547
Change-5,531 (-36%)
Value$779.1K (-$564.5K)
Filed 2026-10-29
Compound Planning, Inc.
DECREASED
Shares9,957 from 77,034
Change-67,077 (-87%)
Value$774.4K (-$5.9M)
Filed 2026-11-05
Golden State Wealth Management, LLC
INCREASED
Shares9,934 from 2,934
Change+7,000 (+239%)
Value$772.7K (+$519.1K)
Filed 2026-11-02
Ehrlich Financial Group
DECREASED
Shares9,814 from 10,371
Change-557 (-5%)
Value$763.3K (-$132.9K)
Filed 2026-10-20
Belvedere Trading LLC
DECREASED
Shares9,735 from 32,667
Change-22,932 (-70%)
Value$757.2K (-$2.1M)
Filed 2026-11-05
Daymark Wealth Partners, LLC
INCREASED
Shares9,457 from 8,549
Change+908 (+11%)
Value$735.6K (-$3.2K)
Filed 2026-11-04
Balance Wealth Partners LLC
NEW
Shares9,273
Change+9,273
Value$721.2K
Filed 2026-10-27
Midwest Trust Co
INCREASED
Shares9,185 from 9,012
Change+173 (+2%)
Value$714.4K (-$64.4K)
Filed 2026-10-22
Cyndeo Wealth Partners, LLC
DECREASED
Shares9,178 from 12,493
Change-3,315 (-27%)
Value$713.8K (-$365.8K)
Filed 2026-10-16
Fifth Third Securities, Inc.
INCREASED
Shares9,112 from 8,537
Change+575 (+7%)
Value$708.8K (-$29.0K)
Filed 2026-10-21
Spire Wealth Management
DECREASED
Shares9,080 from 10,746
Change-1,666 (-15%)
Value$706.3K (-$222.4K)
Filed 2026-10-30
EverSource Wealth Advisors, LLC
INCREASED
Shares9,035 from 8,724
Change+311 (+4%)
Value$702.8K (-$51.1K)
Filed 2026-11-04
Silverlake Wealth Management LLC
DECREASED
Shares8,998 from 12,507
Change-3,509 (-28%)
Value$699.9K (-$381.0K)
Filed 2026-10-21
J2 Capital Management Inc
INCREASED
Shares8,964 from 8,064
Change+900 (+11%)
Value$697.2K (+$357)
Filed 2026-10-19
Strategic Blueprint, LLC
DECREASED
Shares8,940 from 12,007
Change-3,067 (-26%)
Value$695.3K (-$342.3K)
Filed 2026-10-22
AlphaCore Capital LLC
INCREASED
Shares8,901 from 3,716
Change+5,185 (+140%)
Value$692.3K (+$371.2K)
Filed 2026-11-04
Targeted Financial Services LLC
NEW
Shares8,889
Change+8,889
Value$691.4K
Filed 2026-10-19
Claro Advisors Inc.
INCREASED
Shares8,731 from 8,235
Change+496 (+6%)
Value$679.1K (-$32.5K)
Filed 2026-11-02
Ascentis Independent Advisors
NEW
Shares8,439
Change+8,439
Value$656.4K
Filed 2026-11-03
Great Hill Capital LLC
INCREASED
Shares8,400 from 8,050
Change+350 (+4%)
Value$653.4K (-$42.3K)
Filed 2026-10-20
Three Seasons Wealth, LLC
INCREASED
Shares8,396 from 6,621
Change+1,775 (+27%)
Value$653.0K (+$80.9K)
Filed 2026-11-03
Spectrum Asset Management, Inc. (NB )
UNCHANGED
Shares8,370 from 8,370
Change0 (0%)
Value$651.0K (-$72.3K)
Filed 2026-10-19
Omega Financial Group, LLC
DECREASED
Shares8,012 from 9,144
Change-1,132 (-12%)
Value$623.2K (-$167.1K)
Filed 2026-10-29
HB Wealth Management, LLC
NEW
Shares8,002
Change+8,002
Value$622.4K
Filed 2026-10-23
Gerald Baker Financial Group LLC
INCREASED
Shares7,998 from 7,932
Change+66 (+1%)
Value$622.1K (-$63.4K)
Filed 2026-10-09
Lewis Asset Management, LLC
INCREASED
Shares7,903 from 5,408
Change+2,495 (+46%)
Value$614.7K (+$147.3K)
Filed 2026-10-14
National Wealth Management Group, LLC
INCREASED
Shares7,899 from 7,050
Change+849 (+12%)
Value$614.4K (+$5.1K)
Filed 2026-10-26
Focus Financial Network, Inc.
INCREASED
Shares7,833 from 6,094
Change+1,739 (+29%)
Value$609.2K (+$82.6K)
Filed 2026-10-14
Avidian Wealth Enterprises, LLC
INCREASED
Shares7,654 from 7,011
Change+643 (+9%)
Value$595.4K (-$10.6K)
Filed 2026-10-08
Client 1ST Advisory Group, LLC
INCREASED
Shares7,645 from 3,486
Change+4,159 (+119%)
Value$594.6K (+$293.4K)
Filed 2026-10-19
Embree Financial Group
INCREASED
Shares7,503 from 6,240
Change+1,263 (+20%)
Value$583.6K (+$44.3K)
Filed 2026-10-22
Leo Wealth, LLC
NEW
Shares7,494
Change+7,494
Value$582.9K
Filed 2026-10-26
MH & Associates Securities Management Corp
DECREASED
Shares7,488 from 7,537
Change-49 (-1%)
Value$582.4K (-$68.9K)
Filed 2026-10-30
Global View Capital Management LLC
DECREASED
Shares7,377 from 7,685
Change-308 (-4%)
Value$573.8K (-$90.4K)
Filed 2026-10-28
Navigation Wealth Management, Inc.
INCREASED
Shares7,323 from 6,802
Change+521 (+8%)
Value$571.6K (-$16.3K)
Filed 2026-11-03
Old National Bancorp
DECREASED
Shares7,253 from 7,622
Change-369 (-5%)
Value$564.1K (-$94.6K)
Filed 2026-10-20
Lifetime Wealth Management P.C.
INCREASED
Shares7,218 from 7,217
Change+1 (+0%)
Value$561.4K (-$62.3K)
Filed 2026-10-29
Clear Harbor Asset Management, LLC
INCREASED
Shares7,097 from 2,599
Change+4,498 (+173%)
Value$552.0K (+$327.4K)
Filed 2026-11-05
PFG Advisors
DECREASED
Shares7,070 from 7,289
Change-219 (-3%)
Value$549.9K (-$80.0K)
Filed 2026-10-16
Leisure Capital Management
DECREASED
Shares6,935 from 7,212
Change-277 (-4%)
Value$539.4K (-$83.9K)
Filed 2026-11-03
Evanson Financial, LLC
INCREASED
Shares6,888 from 3,830
Change+3,058 (+80%)
Value$535.7K (+$204.7K)
Filed 2026-10-23
B. Riley Wealth Advisors, Inc.
INCREASED
Shares6,809 from 4,861
Change+1,948 (+40%)
Value$529.6K (+$104.5K)
Filed 2026-10-13
Biltmore Family Office, LLC
INCREASED
Shares6,653 from 6,593
Change+60 (+1%)
Value$517.5K (-$52.3K)
Filed 2026-11-03
MMA Asset Management LLC
UNCHANGED
Shares6,610 from 6,610
Change0 (0%)
Value$514.1K (-$57.1K)
Filed 2026-11-02
William John Sempolinski
DECREASED
Shares6,465 from 25,480
Change-19,015 (-75%)
Value$502.8K (-$1.7M)
Filed 2026-10-20
Valtinson Bruner Financial Planning LLC
DECREASED
Shares6,379 from 44,404
Change-38,025 (-86%)
Value$496.2K (-$3.3M)
Filed 2026-11-02
Bluedoor Private Wealth, LLC
UNCHANGED
Shares6,200 from 6,200
Change0 (0%)
Value$482.2K (-$53.6K)
Filed 2026-11-05
John W. Brooker & Co., CPAs
INCREASED
Shares6,185 from 4,842
Change+1,343 (+28%)
Value$481.1K (+$62.6K)
Filed 2026-10-21
Elevated Capital Advisors, LLC
DECREASED
Shares6,171 from 6,296
Change-125 (-2%)
Value$480.0K (-$64.1K)
Filed 2026-11-04
Prime Capital Investment Advisors, LLC
DECREASED
Shares6,133 from 8,616
Change-2,483 (-29%)
Value$477.0K (-$267.6K)
Filed 2026-10-20
Symmetry Partners, LLC
INCREASED
Shares6,069 from 6,006
Change+63 (+1%)
Value$472.0K (-$47.0K)
Filed 2026-10-27
North Forty Two & Co.
DECREASED
Shares6,017 from 7,217
Change-1,200 (-17%)
Value$468.0K (-$155.7K)
Filed 2026-10-19
Nkcfo LLC
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$467.0K (-$52.0K)
Filed 2026-11-04
Archford Capital Strategies, LLC
NEW
Shares5,967
Change+5,967
Value$464.1K
Filed 2026-10-19
Regions Financial Corp
INCREASED
Shares5,929 from 5,188
Change+741 (+14%)
Value$461.2K (+$12.8K)
Filed 2026-11-05
Sage Advisory Services, Ltd.Co.
DECREASED
Shares5,882 from 6,234
Change-352 (-6%)
Value$458.0K (-$81.0K)
Filed 2026-10-29
LFG Wealth Partners, LLC
INCREASED
Shares5,760 from 3,356
Change+2,404 (+72%)
Value$448.0K (+$158.0K)
Filed 2026-10-28
Partners Wealth Management, LLC
NEW
Shares5,721
Change+5,721
Value$445.0K
Filed 2026-10-28
Portfolio Resources Advisor Group, Inc.
INCREASED
Shares5,586 from 4,981
Change+605 (+12%)
Value$434.5K (+$4.0K)
Filed 2026-10-20
Texas Bank & Trust Co
NEW
Shares5,554
Change+5,554
Value$432.0K
Filed 2026-11-04
Harbor Investment Advisory, LLC
INCREASED
Shares5,470 from 40
Change+5,430 (+13575%)
Value$425.5K (+$422.0K)
Filed 2026-10-13
PVG Asset Management Corp
NEW
Shares5,412
Change+5,412
Value$420.9K
Filed 2026-10-19
Penbrook Management LLC
DECREASED
Shares5,385 from 5,510
Change-125 (-2%)
Value$418.8K (-$57.3K)
Filed 2026-10-16
Centerline Wealth Advisors, LLC
DECREASED
Shares5,258 from 10,506
Change-5,248 (-50%)
Value$409.0K (-$498.9K)
Filed 2026-10-15
M Holdings Securities, Inc.
NEW
Shares5,202
Change+5,202
Value$407.0K
Filed 2026-11-03
Clear Creek Financial Management, LLC
DECREASED
Shares5,168 from 5,303
Change-135 (-3%)
Value$402.0K (-$56.3K)
Filed 2026-10-28
Sloy Dahl & Holst, LLC
DECREASED
Shares5,035 from 5,115
Change-80 (-2%)
Value$391.6K (-$50.4K)
Filed 2026-10-14
Cypress Capital Group
DECREASED
Shares5,002 from 12,500
Change-7,498 (-60%)
Value$389.1K (-$691.2K)
Filed 2026-11-03
Fragasso Financial Advisors Inc
INCREASED
Shares4,983 from 4,906
Change+77 (+2%)
Value$388.6K (-$35.4K)
Filed 2026-10-13
SimpliFi, Inc.
INCREASED
Shares4,970 from 4,914
Change+56 (+1%)
Value$386.6K (-$38.1K)
Filed 2026-10-28
Signal Advisors Wealth, LLC
DECREASED
Shares4,917 from 5,025
Change-108 (-2%)
Value$382.5K (-$51.8K)
Filed 2026-10-13
Global Wealth Strategies & Associates
DECREASED
Shares4,870 from 7,918
Change-3,048 (-38%)
Value$378.8K (-$305.5K)
Filed 2026-10-02
First Interstate Bank
DECREASED
Shares4,827 from 5,702
Change-875 (-15%)
Value$375.4K (-$117.3K)
Filed 2026-10-23
Private Trust Co NA
DECREASED
Shares4,804 from 6,127
Change-1,323 (-22%)
Value$373.7K (-$155.8K)
Filed 2026-10-20
Heck Capital Advisors, LLC
DECREASED
Shares4,535 from 86,049
Change-81,514 (-95%)
Value$352.7K (-$7.1M)
Filed 2026-10-14
Visionary Wealth Advisors
DECREASED
Shares4,484 from 4,635
Change-151 (-3%)
Value$348.7K (-$51.8K)
Filed 2026-11-04
Tactive Advisors, LLC
DECREASED
Shares4,458 from 4,841
Change-383 (-8%)
Value$346.7K (-$71.7K)
Filed 2026-10-08
Wedgewood Investors Inc
UNCHANGED
Shares4,372 from 4,372
Change0 (0%)
Value$340.1K (-$37.8K)
Filed 2026-10-28
First National Trust Co
NEW
Shares4,305
Change+4,305
Value$334.8K
Filed 2026-10-28
StoneX Group Inc.
INCREASED
Shares4,270 from 3,751
Change+519 (+14%)
Value$332.2K (+$8.1K)
Filed 2026-11-03
Americana Partners, LLC
DECREASED
Shares4,227 from 4,714
Change-487 (-10%)
Value$328.8K (-$78.6K)
Filed 2026-10-28
J.W. Cole Advisors, Inc.
DECREASED
Shares4,214 from 11,476
Change-7,262 (-63%)
Value$327.8K (-$664.0K)
Filed 2026-11-05
Garner Asset Management Corp
NEW
Shares4,200
Change+4,200
Value$343.1K
Filed 2026-10-30
Core Wealth Partners LLC
DECREASED
Shares4,186 from 4,687
Change-501 (-11%)
Value$325.6K (-$79.5K)
Filed 2026-11-02
Focused Wealth Management, Inc
NEW
Shares4,160
Change+4,160
Value$323.6K
Filed 2026-10-30
Williams & Novak Wealth Management, LLC
NEW
Shares4,143
Change+4,143
Value$322.2K
Filed 2026-10-09
SteelPeak Wealth, LLC
INCREASED
Shares4,129 from 3,786
Change+343 (+9%)
Value$321.2K (-$6.0K)
Filed 2026-10-16
Novem Group
NEW
Shares4,080
Change+4,080
Value$317.3K
Filed 2026-10-19
Capital Investment Advisors, LLC
INCREASED
Shares4,052 from 3,752
Change+300 (+8%)
Value$315.2K (-$9.1K)
Filed 2026-10-22
Parallel Advisors, LLC
DECREASED
Shares4,023 from 4,753
Change-730 (-15%)
Value$312.9K (-$97.8K)
Filed 2026-11-03
Tucker Asset Management LLC
INCREASED
Shares4,015 from 3,941
Change+74 (+2%)
Value$312.3K (-$28.2K)
Filed 2026-10-29
Sapient Capital LLC
INCREASED
Shares4,008 from 3,971
Change+37 (+1%)
Value$311.7K (-$31.4K)
Filed 2026-10-08
Cresta Advisors, Ltd.
DECREASED
Shares4,000 from 11,085
Change-7,085 (-64%)
Value$311.1K (-$646.8K)
Filed 2026-10-14
Certuity, LLC
INCREASED
Shares3,903 from 3,756
Change+147 (+4%)
Value$303.6K (-$21.0K)
Filed 2026-11-02
Dutch Asset Corp
NEW
Shares3,809
Change+3,809
Value$296.3K
Filed 2026-10-20
Chicago Capital, LLC
UNCHANGED
Shares3,800 from 3,800
Change0 (0%)
Value$295.6K (-$32.8K)
Filed 2026-10-13
Cox Capital Mgt LLC
INCREASED
Shares3,786 from 3,627
Change+159 (+4%)
Value$294.5K (-$18.9K)
Filed 2026-10-07
SkyOak Wealth, LLC
DECREASED
Shares3,773 from 3,926
Change-153 (-4%)
Value$293.5K (-$45.8K)
Filed 2026-10-28
B.O.S.S. Retirement Advisors, LLC
INCREASED
Shares3,733 from 3,628
Change+105 (+3%)
Value$290.4K (-$23.2K)
Filed 2026-10-26
Balboa Wealth Partners
INCREASED
Shares3,708 from 2,349
Change+1,359 (+58%)
Value$288.4K (+$85.4K)
Filed 2026-10-20
Huntleigh Advisors, Inc.
NEW
Shares3,704
Change+3,704
Value$288.1K
Filed 2026-11-03
Town Capital LLC
DECREASED
Shares3,685 from 6,309
Change-2,624 (-42%)
Value$286.6K (-$258.6K)
Filed 2026-11-03
Fonville Wealth Management LLC
INCREASED
Shares3,663 from 3,122
Change+541 (+17%)
Value$284.9K (+$15.1K)
Filed 2026-10-28
Avid Wealth Partners LLC
NEW
Shares3,599
Change+3,599
Value$279.9K
Filed 2026-11-03
Mather Group, Llc.
DECREASED
Shares3,468 from 4,101
Change-633 (-15%)
Value$269.7K (-$84.7K)
Filed 2026-10-14
Portside Wealth Group, LLC
INCREASED
Shares3,458 from 3,314
Change+144 (+4%)
Value$268.9K (-$17.5K)
Filed 2026-10-20
Briaud Financial Planning Inc
DECREASED
Shares3,439 from 3,977
Change-538 (-14%)
Value$269.1K (-$78.2K)
Filed 2026-10-20
Commonwealth Financial Services, LLC
DECREASED
Shares3,436 from 3,824
Change-388 (-10%)
Value$267.3K (-$63.2K)
Filed 2026-10-20
Detalus Advisors, LLC
DECREASED
Shares3,430 from 4,118
Change-688 (-17%)
Value$266.8K (-$89.1K)
Filed 2026-10-15
Wormser Freres Gestion
DECREASED
Shares3,404 from 4,149
Change-745 (-18%)
Value$264.8K (-$89.4K)
Filed 2026-10-21
Main Street Group, LTD
DECREASED
Shares3,272 from 3,777
Change-505 (-13%)
Value$254.5K (-$71.9K)
Filed 2026-10-28
Innova Wealth Partners
NEW
Shares3,268
Change+3,268
Value$254.2K
Filed 2026-10-21
Forvis Mazars Wealth Advisors, LLC
NEW
Shares3,252
Change+3,252
Value$252.9K
Filed 2026-10-13
Central Trust Co
DECREASED
Shares3,242 from 3,592
Change-350 (-10%)
Value$252.2K (-$58.3K)
Filed 2026-11-05
Victory Financial Group, LLC
DECREASED
Shares3,212 from 8,106
Change-4,894 (-60%)
Value$249.8K (-$450.7K)
Filed 2026-10-27
Johnson Financial Group, LLC
DECREASED
Shares3,132 from 3,638
Change-506 (-14%)
Value$243.6K (-$70.8K)
Filed 2026-11-03
Cane Capital Partners, LLC
NEW
Shares3,125
Change+3,125
Value$243.1K
Filed 2026-10-23
D.B. Root & Company, LLC
INCREASED
Shares3,067 from 2,627
Change+440 (+17%)
Value$238.6K (+$11.5K)
Filed 2026-11-04
Quest 10 Wealth Builders, Inc.
INCREASED
Shares3,060 from 2,946
Change+114 (+4%)
Value$238.0K (-$16.6K)
Filed 2026-11-02
Asset One Wealth Management LLC
NEW
Shares2,998
Change+2,998
Value$233.2K
Filed 2026-11-02
Citizens Financial Group Inc
DECREASED
Shares2,991 from 3,332
Change-341 (-10%)
Value$232.6K (-$55.3K)
Filed 2026-10-23
Sunpointe, LLC
DECREASED
Shares2,987 from 13,440
Change-10,453 (-78%)
Value$232.3K (-$929.2K)
Filed 2026-10-22
Compass Ion Advisors, LLC
DECREASED
Shares2,970 from 3,078
Change-108 (-4%)
Value$231.0K (-$35.0K)
Filed 2026-10-23
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares2,951 from 3,110
Change-159 (-5%)
Value$229.5K (-$39.2K)
Filed 2026-11-04
Murphy & Mullick Capital Management Corp
INCREASED
Shares2,904 from 2,791
Change+113 (+4%)
Value$225.8K (-$15.3K)
Filed 2026-11-02
Refined Wealth Management
DECREASED
Shares2,902 from 2,976
Change-74 (-2%)
Value$225.7K (-$31.5K)
Filed 2026-10-13
Firethorn Wealth Partners, LLC
DECREASED
Shares2,890 from 3,192
Change-302 (-9%)
Value$224.8K (-$51.1K)
Filed 2026-10-14
Weaver Consulting Group
NEW
Shares2,884
Change+2,884
Value$224.3K
Filed 2026-10-07
Gilpin Wealth Management, LLC
INCREASED
Shares2,868 from 2,605
Change+263 (+10%)
Value$223.1K (-$2.1K)
Filed 2026-10-09
Busey Bank
INCREASED
Shares2,862 from 2,835
Change+27 (+1%)
Value$222.6K (-$22.4K)
Filed 2026-10-26
IMG Wealth Management, Inc.
DECREASED
Shares2,852 from 2,892
Change-40 (-1%)
Value$221.8K (-$28.1K)
Filed 2026-10-27
Facet Wealth, Inc.
DECREASED
Shares2,849 from 3,986
Change-1,137 (-29%)
Value$221.6K (-$122.9K)
Filed 2026-11-04
Cadent Capital Advisors, LLC
INCREASED
Shares2,810 from 2,778
Change+32 (+1%)
Value$218.6K (-$21.5K)
Filed 2026-10-09
Bedminster, LLC
DECREASED
Shares2,800 from 3,897
Change-1,097 (-28%)
Value$217.8K (-$119.0K)
Filed 2026-11-04
Simon Quick Advisors, LLC
UNCHANGED
Shares2,781 from 2,781
Change0 (0%)
Value$216.3K (-$24.0K)
Filed 2026-10-26
CRA Financial Services, LLC
NEW
Shares2,770
Change+2,770
Value$215.5K
Filed 2026-10-16
Morton Capital Management LLC
NEW
Shares2,770
Change+2,770
Value$215.5K
Filed 2026-10-23
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares2,711 from 2,511
Change+200 (+8%)
Value$210.9K (-$6.1K)
Filed 2026-10-27
Klaas Financial Asset Advisors, LLC
DECREASED
Shares2,654 from 3,189
Change-535 (-17%)
Value$206.4K (-$69.2K)
Filed 2026-10-19
Forum Financial Management, LP
NEW
Shares2,646
Change+2,646
Value$205.8K
Filed 2026-10-16
Inman Jager Wealth Management, LLC
NEW
Shares2,641
Change+2,641
Value$205.4K
Filed 2026-11-05
Ascent Group, LLC
DECREASED
Shares2,635 from 3,656
Change-1,021 (-28%)
Value$205.0K (-$111.0K)
Filed 2026-10-30
Altiora Financial Group, LLC
NEW
Shares2,631
Change+2,631
Value$204.6K
Filed 2026-11-04
Pinnacle Bancorp, Inc.
INCREASED
Shares2,624 from 2,574
Change+50 (+2%)
Value$204.1K (-$18.4K)
Filed 2026-10-21
Annex Advisory Services, LLC
DECREASED
Shares2,609 from 2,870
Change-261 (-9%)
Value$202.9K (-$45.1K)
Filed 2026-10-16
NBH Bank
NEW
Shares2,608
Change+2,608
Value$202.9K
Filed 2026-11-05
Canandaigua National Trust Co of Florida
NEW
Shares2,600
Change+2,600
Value$202.2K
Filed 2026-10-07
Guardian Partners Inc.
DECREASED
Shares2,575 from 3,175
Change-600 (-19%)
Value$200.3K (-$74.1K)
Filed 2026-10-21
iA Global Asset Management Inc.
INCREASED
Shares2,523 from 2,338
Change+185 (+8%)
Value$196 (-$201.8K)
Filed 2026-10-29
Morling Financial Advisors, LLC
INCREASED
Shares2,201 from 2,175
Change+26 (+1%)
Value$171.2K (-$16.8K)
Filed 2026-10-28
Caldwell Trust Co
INCREASED
Shares2,197 from 1,876
Change+321 (+17%)
Value$170.9K (+$8.8K)
Filed 2026-10-30
Gen-Wealth Partners Inc
INCREASED
Shares2,187 from 2,040
Change+147 (+7%)
Value$170.1K (-$6.2K)
Filed 2026-11-04
Pflug Koory, LLC
UNCHANGED
Shares2,109 from 2,109
Change0 (0%)
Value$164.0K (-$18.2K)
Filed 2026-10-26
Kingdom Financial Group Llc.
DECREASED
Shares2,108 from 3,976
Change-1,868 (-47%)
Value$164.0K (-$179.6K)
Filed 2026-11-04
Union Bancaire Privee, UBP SA
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$130.5K (-$10.9K)
Filed 2026-11-04
Maryland Capital Advisors Inc.
UNCHANGED
Shares1,772 from 1,772
Change0 (0%)
Value$137.8K (-$15.3K)
Filed 2026-10-15
Blue Trust, Inc.
DECREASED
Shares1,760 from 1,999
Change-239 (-12%)
Value$136.9K (-$35.9K)
Filed 2026-10-15
Lanark Financial, Inc.
INCREASED
Shares1,697 from 1,580
Change+117 (+7%)
Value$132.0K (-$4.6K)
Filed 2026-10-26
Lloyd Advisory Services, Llc.
DECREASED
Shares1,560 from 1,665
Change-105 (-6%)
Value$121.3K (-$22.6K)
Filed 2026-11-02
Larson Financial Group LLC
DECREASED
Shares1,534 from 9,171
Change-7,637 (-83%)
Value$119.3K (-$673.3K)
Filed 2026-11-05
Nfsg Corp
INCREASED
Shares1,426 from 839
Change+587 (+70%)
Value$110.9K (+$38.4K)
Filed 2026-10-15
GK Wealth Management LLC
DECREASED
Shares1,392 from 2,877
Change-1,485 (-52%)
Value$108.2K (-$140.4K)
Filed 2026-10-09
Capital Investment Advisory Services, LLC
INCREASED
Shares1,274 from 1,268
Change+6 (+0%)
Value$99.1K (-$10.5K)
Filed 2026-10-30
Friedenthal Financial
DECREASED
Shares1,231 from 2,993
Change-1,762 (-59%)
Value$95.7K (-$162.9K)
Filed 2026-10-27
Fairscale Capital, LLC
UNCHANGED
Shares1,220 from 1,220
Change0 (0%)
Value$99.8K (-$5.6K)
Filed 2026-11-04
Kings Path Partners LLC
DECREASED
Shares1,195 from 1,303
Change-108 (-8%)
Value$92.9K (-$19.7K)
Filed 2026-10-21
Asset Dedication, LLC
INCREASED
Shares1,189 from 53
Change+1,136 (+2143%)
Value$92.5K (+$87.9K)
Filed 2026-11-03
Jacobi Capital Management LLC
NEW
Shares1,155
Change+1,155
Value$89.8K
Filed 2026-11-05
Networth Advisors, LLC
INCREASED
Shares1,147 from 1,091
Change+56 (+5%)
Value$89.2K (-$5.1K)
Filed 2026-11-03
St. Johns Investment Management Company, LLC
NEW
Shares1,103
Change+1,103
Value$85.8K
Filed 2026-10-30
Heritage Family Offices, LLP
NEW
Shares1,097
Change+1,097
Value$85.3K
Filed 2026-11-02
Financial Perspectives, Inc
INCREASED
Shares1,049 from 1,037
Change+12 (+1%)
Value$81.6K (-$8.0K)
Filed 2026-11-03
Finley Financial, LLC
UNCHANGED
Shares1,040 from 1,040
Change0 (0%)
Value$80.8K (-$9.1K)
Filed 2026-10-28
Buck Wealth Strategies, LLC
DECREASED
Shares1,026 from 1,069
Change-43 (-4%)
Value$79.8K (-$12.6K)
Filed 2026-10-28
Q Fund Management (Hong Kong) Ltd
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$77.8K (-$8.6K)
Filed 2026-10-14
Chicago Partners Investment Group LLC
NEW
Shares998
Change+998
Value$81.2K
Filed 2026-10-27
Parkside Financial Bank & Trust
UNCHANGED
Shares993 from 993
Change0 (0%)
Value$77.2K (-$8.6K)
Filed 2026-10-27
Signature Equity Partners, LLC
INCREASED
Shares969 from 657
Change+312 (+47%)
Value$75.4K (+$18.6K)
Filed 2026-10-29
CX Institutional
DECREASED
Shares885 from 1,429
Change-544 (-38%)
Value$69 (-$54)
Filed 2026-10-02
Balentine LLC
NEW
Shares854
Change+854
Value$66.4K
Filed 2026-11-03
BankChampaign, National Association
UNCHANGED
Shares838 from 838
Change0 (0%)
Value$65.2K (-$7.2K)
Filed 2026-10-19
Bayban
UNCHANGED
Shares804 from 804
Change0 (0%)
Value$69.5K ($0)
Filed 2026-11-05
Equitec Proprietary Markets, LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$62.2K (-$6.9K)
Filed 2026-11-04
Glass Jacobson Investment Advisors llc
DECREASED
Shares784 from 826
Change-42 (-5%)
Value$61.0K (-$10.4K)
Filed 2026-10-26
Evolution Wealth Management Inc.
DECREASED
Shares755 from 772
Change-17 (-2%)
Value$58.7K (-$8.0K)
Filed 2026-10-28
Root Financial Partners, LLC
NEW
Shares728
Change+728
Value$56.6K
Filed 2026-10-21
Pioneer Family Office, LLC
INCREASED
Shares690 from 552
Change+138 (+25%)
Value$53.7K (+$6.0K)
Filed 2026-10-30
Nova Financial LLC
NEW
Shares584
Change+584
Value$45.4K
Filed 2026-11-04
Rossby Financial, LCC
INCREASED
Shares570 from 485
Change+85 (+18%)
Value$44.3K (+$2.4K)
Filed 2026-11-05
Versant Capital Management, Inc
INCREASED
Shares564 from 46
Change+518 (+1126%)
Value$43.9K (+$39.9K)
Filed 2026-10-02
Winthrop Capital Management, LLC
UNCHANGED
Shares524 from 524
Change0 (0%)
Value$40.8K (-$4.2K)
Filed 2026-11-05
Financial Consulate, Inc
UNCHANGED
Shares506 from 506
Change0 (0%)
Value$39.4K (-$4.4K)
Filed 2026-10-23
Viewpoint Capital Management LLC
UNCHANGED
Shares460 from 460
Change0 (0%)
Value$35.8K (-$4.0K)
Filed 2026-10-27
Concord Wealth Partners
DECREASED
Shares444 from 888
Change-444 (-50%)
Value$34.5K (-$42.2K)
Filed 2026-11-02
Clean Yield Group
UNCHANGED
Shares440 from 440
Change0 (0%)
Value$34.2K (-$3.8K)
Filed 2026-10-28
Eastern Bank
UNCHANGED
Shares420 from 420
Change0 (0%)
Value$32.7K (-$3.6K)
Filed 2026-10-05
Reicon Wealth Advisors, LLC
DECREASED
Shares344 from 380
Change-36 (-9%)
Value$26.8K (-$6.1K)
Filed 2026-11-04
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares336 from 336
Change0 (0%)
Value$26.1K (-$2.9K)
Filed 2026-10-05
Tounjian Advisory Partners, LLC
INCREASED
Shares323 from 319
Change+4 (+1%)
Value$25.1K (-$2.5K)
Filed 2026-11-04
Key Capital Management, Inc
INCREASED
Shares322 from 117
Change+205 (+175%)
Value$25.0K (+$15.0K)
Filed 2026-11-03
Salomon & Ludwin, LLC
UNCHANGED
Shares314 from 314
Change0 (0%)
Value$24.4K (-$2.4K)
Filed 2026-10-29
Tsfg, LLC
INCREASED
Shares313 from 310
Change+3 (+1%)
Value$24 (-$27.0K)
Filed 2026-10-23
Pacifica Partners Inc.
UNCHANGED
Shares307 from 307
Change0 (0%)
Value$23.9K (-$2.4K)
Filed 2026-10-09
Roxbury Financial LLC
NEW
Shares300
Change+300
Value$23.3K
Filed 2026-10-01
Ascentis Wealth Management, LLC
INCREASED
Shares295 from 190
Change+105 (+55%)
Value$22.9K (+$6.5K)
Filed 2026-11-03
Barrett & Company, Inc.
UNCHANGED
Shares286 from 286
Change0 (0%)
Value$22.2K (-$2.5K)
Filed 2026-10-22
Robinson Value Management, Ltd.
DECREASED
Shares283 from 40,997
Change-40,714 (-99%)
Value$22.0K (-$3.5M)
Filed 2026-10-20
Physician Wealth Advisors, Inc.
INCREASED
Shares273 from 270
Change+3 (+1%)
Value$21.2K (-$2.1K)
Filed 2026-10-20
Towne Trust Company, N.a
NEW
Shares269
Change+269
Value$20.9K
Filed 2026-10-28
Signaturefd, LLC
INCREASED
Shares264 from 212
Change+52 (+25%)
Value$20.5K (+$2.2K)
Filed 2026-10-23
Canton Hathaway, LLC
NEW
Shares258
Change+258
Value$20.1K
Filed 2026-10-23
Provident Wealth Management, LLC
DECREASED
Shares233 from 466
Change-233 (-50%)
Value$18.1K (-$22.1K)
Filed 2026-10-20
Southern Michigan Bank & Trust
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$17.9K (-$2.0K)
Filed 2026-10-19
Mosley Wealth Management
DECREASED
Shares224 from 602
Change-378 (-63%)
Value$17.9K (-$34.1K)
Filed 2026-10-16
Investors Research Corp
UNCHANGED
Shares217 from 217
Change0 (0%)
Value$16.9K (-$1.9K)
Filed 2026-10-07
West Branch Capital LLC
INCREASED
Shares215 from 213
Change+2 (+1%)
Value$16.7K (-$1.6K)
Filed 2026-10-20
Coastline Trust Co
UNCHANGED
Shares207 from 207
Change0 (0%)
Value$16.1K (-$1.8K)
Filed 2026-10-01
Peachtree Investment Partners, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$15.6K (-$1.7K)
Filed 2026-11-05
RHL Group, LLC
UNCHANGED
Shares185 from 185
Change0 (0%)
Value$14.4K (-$1.5K)
Filed 2026-11-04
Foresight Capital Management Advisors, Inc.
NEW
Shares183
Change+183
Value$14.2K
Filed 2026-10-27
Armstrong Advisory Group, Inc
DECREASED
Shares177 from 265
Change-88 (-33%)
Value$13.8K (-$9.1K)
Filed 2026-10-09
Daytona Street Capital LLC
NEW
Shares175
Change+175
Value$13.4K
Filed 2026-10-15
Hurley Capital, LLC
UNCHANGED
Shares166 from 166
Change0 (0%)
Value$12.9K (-$1.4K)
Filed 2026-11-05
Park Edge Advisors, LLC
UNCHANGED
Shares165 from 165
Change0 (0%)
Value$12.8K (-$1.4K)
Filed 2026-10-28
Birch Financial Group, LLC
NEW
Shares142
Change+142
Value$11.0K
Filed 2026-10-27
Tradewinds Capital Management, LLC
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$10.9K (-$1.2K)
Filed 2026-10-23
Cape Investment Advisory, Inc.
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$10.6K (-$1.2K)
Filed 2026-10-13
EPG Wealth Management LLC
DECREASED
Shares134 from 142
Change-8 (-6%)
Value$10.4K (-$1.8K)
Filed 2026-11-03
Toth Financial Advisory Corp
DECREASED
Shares133 from 5,201
Change-5,068 (-97%)
Value$10.3K (-$439.1K)
Filed 2026-10-08
Woodard & Co Asset Management Group Inc
UNCHANGED
Shares132 from 132
Change0 (0%)
Value$10.3K (-$1.1K)
Filed 2026-11-03
CKW Financial Group
UNCHANGED
Shares116 from 116
Change0 (0%)
Value$9 (-$10.0K)
Filed 2026-10-29
Markowski Investments
NEW
Shares104
Change+104
Value$8.1K
Filed 2026-10-30
Edgemoor Investment Advisors, Inc.
NEW
Shares104
Change+104
Value$8.1K
Filed 2026-11-03
Rosenberg Matthew Hamilton
UNCHANGED
Shares99 from 99
Change0 (0%)
Value$7.7K (-$856)
Filed 2026-10-05
JFS Wealth Advisors, LLC
NEW
Shares98
Change+98
Value$7.6K
Filed 2026-11-03
Cherry Tree Wealth Management, LLC
DECREASED
Shares98 from 446
Change-348 (-78%)
Value$7.6K (-$30.9K)
Filed 2026-10-15
Tompkins Financial Corp
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$6.6K (-$735)
Filed 2026-10-05
Independence Bank of Kentucky
INCREASED
Shares83 from 63
Change+20 (+32%)
Value$6.5K (+$1.0K)
Filed 2026-10-26
Archer Investment Corp
UNCHANGED
Shares79 from 79
Change0 (0%)
Value$6.1K (-$682)
Filed 2026-11-05
PayPay Securities Corp
INCREASED
Shares72 from 63
Change+9 (+14%)
Value$5.6K (+$156)
Filed 2026-10-27
Paladin Partners, LLC
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$5.4K (-$604)
Filed 2026-10-06
Syntax Research, Inc.
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$5.1K (-$570)
Filed 2026-11-04
Private Wealth Management Group, LLC
NEW
Shares63
Change+63
Value$4.9K
Filed 2026-10-19
Richardson Financial Services Inc.
NEW
Shares59
Change+59
Value$4.6K
Filed 2026-10-30
Dhjj Financial Advisors, Ltd.
DECREASED
Shares55 from 70
Change-15 (-21%)
Value$4.3K (-$1.8K)
Filed 2026-10-23
First Bancorp, Inc
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$4.3K (-$475)
Filed 2026-10-26
Advanced Asset Management Advisors Inc
INCREASED
Shares50 from 25
Change+25 (+100%)
Value$3.9K (+$1.7K)
Filed 2026-10-20
RMG Wealth Management LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$4.1K (-$15)
Filed 2026-10-26
Transce3nd, LLC
NEW
Shares45
Change+45
Value$3.6K
Filed 2026-10-26
Hilton Head Capital Partners, LLC
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$2.9K (-$320)
Filed 2026-10-23
GoalVest Advisory LLC
NEW
Shares32
Change+32
Value$2.5K
Filed 2026-10-02
Bfsg, LLC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$2.2K (-$242)
Filed 2026-10-30
Nvest Wealth Strategies, Inc.
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$2.1K (-$233)
Filed 2026-10-14
American Capital Advisory, LLC
NEW
Shares24
Change+24
Value$1.9K
Filed 2026-10-28
High Point Wealth Management, LLC
NEW
Shares23
Change+23
Value$1.8K
Filed 2026-11-05
Cedar Mountain Advisors, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$1.6K (-$172)
Filed 2026-10-15
Centerpoint Advisors, LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$1 (-$1)
Filed 2026-11-05
Fulcrum Equity Management
DECREASED
Shares17 from 219
Change-202 (-92%)
Value$1.3K (-$17.6K)
Filed 2026-10-21
West Paces Advisors Inc.
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$1.3K (-$147)
Filed 2026-10-13
Trust Co of Vermont
NEW
Shares16
Change+16
Value$1.2K
Filed 2026-10-21
Birchwood Financial Partners, Inc.
DECREASED
Shares12 from 31
Change-19 (-61%)
Value$951 (-$1.7K)
Filed 2026-11-02
Catherine Avery Investment Management LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$933 (-$104)
Filed 2026-10-14
Silver Grove Financial Group, Inc.
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$700 (-$78)
Filed 2026-11-05
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$622 (-$69)
Filed 2026-10-27
Covestor Ltd
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$1 ($0)
Filed 2026-10-30
Signature Resources Capital Management, LLC
DECREASED
Shares6 from 171
Change-165 (-96%)
Value$467 (-$14.3K)
Filed 2026-10-16
Retirement Wealth Solutions LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$259 (-$27)
Filed 2026-10-07
Indiana Trust & Investment Management Co
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$156 (-$17)
Filed 2026-10-22
Prairie Wealth Advisors, Inc.
NEW
Shares0
Change0
Value$603.6K
Filed 2026-10-29
Occidental Asset Management, LLC
CLOSED
Shares0 from 183,834
Change-183,834 (-100%)
Value$0 (-$15.9M)
Filed 2026-11-05
Fourpath Capital Management, LLC
CLOSED
Shares0 from 163,224
Change-163,224 (-100%)
Value$0 (-$14.1M)
Filed 2026-10-19
Scarborough Advisors, LLC
CLOSED
Shares0 from 95,968
Change-95,968 (-100%)
Value$0 (-$8.2M)
Filed 2026-10-16
Sierra Ocean, LLC
CLOSED
Shares0 from 95,871
Change-95,871 (-100%)
Value$0 (-$8.3M)
Filed 2026-11-03
Kaydan Wealth Management, Inc.
CLOSED
Shares0 from 62,541
Change-62,541 (-100%)
Value$0 (-$5.4M)
Filed 2026-10-08
Summit Securities Group LLC
CLOSED
Shares0 from 62,200
Change-62,200 (-100%)
Value$0 (-$5.4M)
Filed 2026-11-05
Eddie Patel Inc
CLOSED
Shares0 from 52,652
Change-52,652 (-100%)
Value$0 (-$4.6M)
Filed 2026-11-02
CVS Health Corp
CLOSED
Shares0 from 50,000
Change-50,000 (-100%)
Value$0 (-$4.3M)
Filed 2026-11-05
Matauro, LLC
CLOSED
Shares0 from 46,631
Change-46,631 (-100%)
Value$0 (-$4.0M)
Filed 2026-11-03
Ferguson Shapiro LLC
CLOSED
Shares0 from 37,900
Change-37,900 (-100%)
Value$0 (-$3.3M)
Filed 2026-10-16
AK Global Asset Management, LLC
CLOSED
Shares0 from 26,200
Change-26,200 (-100%)
Value$0 (-$2.3M)
Filed 2026-10-27
Lake Street Private Wealth, LLC
CLOSED
Shares0 from 25,848
Change-25,848 (-100%)
Value$0 (-$2.2M)
Filed 2026-10-22
FDx Advisors, Inc.
CLOSED
Shares0 from 23,835
Change-23,835 (-100%)
Value$0 (-$2.1M)
Filed 2026-11-05
Surience Private Wealth LLC
CLOSED
Shares0 from 20,801
Change-20,801 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-16
Beam Wealth Advisors, Inc.
CLOSED
Shares0 from 17,474
Change-17,474 (-100%)
Value$0 (-$1.5M)
Filed 2026-11-03
State of New Jersey Common Pension Fund D
CLOSED
Shares0 from 15,000
Change-15,000 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-05
Haven Private, LLC
CLOSED
Shares0 from 12,016
Change-12,016 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-27
Websterrogers Financial Advisors, LLC
CLOSED
Shares0 from 11,420
Change-11,420 (-100%)
Value$0 (-$986.9K)
Filed 2026-11-02
True North Advisors, LLC
CLOSED
Shares0 from 10,697
Change-10,697 (-100%)
Value$0 (-$924.5K)
Filed 2026-10-22
Intrua Financial, LLC
CLOSED
Shares0 from 9,830
Change-9,830 (-100%)
Value$0 (-$849.5K)
Filed 2026-10-28
Islay Capital Management, LLC
CLOSED
Shares0 from 8,707
Change-8,707 (-100%)
Value$0 (-$752.5K)
Filed 2026-10-20
Dymon Asia Capital (Singapore) Pte. Ltd.
CLOSED
Shares0 from 8,434
Change-8,434 (-100%)
Value$0 (-$728.9K)
Filed 2026-11-04
Optivise Advisory Services LLC
CLOSED
Shares0 from 7,065
Change-7,065 (-100%)
Value$0 (-$610.6K)
Filed 2026-10-19
Wespac Advisors, LLC
CLOSED
Shares0 from 6,844
Change-6,844 (-100%)
Value$0 (-$591.5K)
Filed 2026-10-26
Aprio Wealth Management, LLC
CLOSED
Shares0 from 6,308
Change-6,308 (-100%)
Value$0 (-$545.2K)
Filed 2026-10-28
Lodestar Private Asset Management LLC
CLOSED
Shares0 from 6,184
Change-6,184 (-100%)
Value$0 (-$534.4K)
Filed 2026-10-26
Vanguard Capital Wealth Advisors
CLOSED
Shares0 from 6,094
Change-6,094 (-100%)
Value$0 (-$526.6K)
Filed 2026-10-16
Gilman Hill Asset Management, LLC
CLOSED
Shares0 from 5,750
Change-5,750 (-100%)
Value$0 (-$496.9K)
Filed 2026-10-13
Saxon Interests, Inc.
CLOSED
Shares0 from 5,719
Change-5,719 (-100%)
Value$0 (-$494.2K)
Filed 2026-10-26
Axim Planning & Wealth
CLOSED
Shares0 from 5,343
Change-5,343 (-100%)
Value$0 (-$461.7K)
Filed 2026-10-28
Patten Group, Inc.
CLOSED
Shares0 from 5,036
Change-5,036 (-100%)
Value$0 (-$435.2K)
Filed 2026-10-26
Founders Financial Securities LLC
CLOSED
Shares0 from 4,952
Change-4,952 (-100%)
Value$0 (-$428.0K)
Filed 2026-10-28
Zega Investments, LLC
CLOSED
Shares0 from 4,453
Change-4,453 (-100%)
Value$0 (-$384.8K)
Filed 2026-11-04
Consolidated Capital Management, LLC
CLOSED
Shares0 from 4,094
Change-4,094 (-100%)
Value$0 (-$353.8K)
Filed 2026-10-13
Allspring Global Investments Holdings, LLC
CLOSED
Shares0 from 4,051
Change-4,051 (-100%)
Value$0 (-$350.1K)
Filed 2026-11-04
Ballast Rock Private Wealth LLC
CLOSED
Shares0 from 3,470
Change-3,470 (-100%)
Value$0 (-$299.9K)
Filed 2026-10-26
Stone House Investment Management, LLC
CLOSED
Shares0 from 3,321
Change-3,321 (-100%)
Value$0 (-$287.0K)
Filed 2026-10-23
Watershed Private Wealth LLC
CLOSED
Shares0 from 3,257
Change-3,257 (-100%)
Value$0 (-$281.5K)
Filed 2026-10-30
Howard Bailey Securities, LLC
CLOSED
Shares0 from 3,139
Change-3,139 (-100%)
Value$0 (-$271.3K)
Filed 2026-10-27
Robertson Stephens Wealth Management, LLC
CLOSED
Shares0 from 3,089
Change-3,089 (-100%)
Value$0 (-$266.9K)
Filed 2026-10-16
Magnus Financial Group LLC
CLOSED
Shares0 from 3,024
Change-3,024 (-100%)
Value$0 (-$261.4K)
Filed 2026-10-21
McNaughton Wealth Management, LLC
CLOSED
Shares0 from 2,987
Change-2,987 (-100%)
Value$0 (-$258.1K)
Filed 2026-10-09
Maia Wealth LLC
CLOSED
Shares0 from 2,881
Change-2,881 (-100%)
Value$0 (-$248.9K)
Filed 2026-10-19
Entrewealth, LLC
CLOSED
Shares0 from 2,854
Change-2,854 (-100%)
Value$0 (-$235.5K)
Filed 2026-10-14
World Equity Group, Inc.
CLOSED
Shares0 from 2,830
Change-2,830 (-100%)
Value$0 (-$244.9K)
Filed 2026-10-14
Hazlett, Burt & Watson, Inc.
CLOSED
Shares0 from 2,608
Change-2,608 (-100%)
Value$0 (-$225.0K)
Filed 2026-11-04
Lantern Wealth Advisors, LLC
CLOSED
Shares0 from 2,576
Change-2,576 (-100%)
Value$0 (-$222.6K)
Filed 2026-10-22
Walser Wealth Management Company, A Ltd Liability Co
CLOSED
Shares0 from 2,567
Change-2,567 (-100%)
Value$0 (-$221.9K)
Filed 2026-10-15
Stonebridge Financial Group, LLC
CLOSED
Shares0 from 2,500
Change-2,500 (-100%)
Value$0 (-$216.1K)
Filed 2026-10-01
Twele Capital Management, Inc.
CLOSED
Shares0 from 2,411
Change-2,411 (-100%)
Value$0 (-$208.4K)
Filed 2026-10-13
NWF Advisory Services Inc.
CLOSED
Shares0 from 2,370
Change-2,370 (-100%)
Value$0 (-$204.8K)
Filed 2026-10-19
Davidson Trust Co
CLOSED
Shares0 from 2,344
Change-2,344 (-100%)
Value$0 (-$202.6K)
Filed 2026-10-09
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,516
Change-1,516 (-100%)
Value$0 (-$129.7K)
Filed 2026-11-02
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,205
Change-1,205 (-100%)
Value$0 (-$104.2K)
Filed 2026-10-15
Reyes Financial Architecture, Inc.
CLOSED
Shares0 from 1,033
Change-1,033 (-100%)
Value$0 (-$89.3K)
Filed 2026-10-22
GFS Advisors, LLC
CLOSED
Shares0 from 1,010
Change-1,010 (-100%)
Value$0 (-$205.3K)
Filed 2026-11-03
Angeles Wealth Management, LLC
CLOSED
Shares0 from 800
Change-800 (-100%)
Value$0 (-$69.1K)
Filed 2026-10-26
Cornerstone Planning Group LLC
CLOSED
Shares0 from 615
Change-615 (-100%)
Value$0 (-$51.3K)
Filed 2026-10-16
Bokf, NA
CLOSED
Shares0 from 365
Change-365 (-100%)
Value$0 (-$31.5K)
Filed 2026-10-27
Horizon Financial Services, LLC
CLOSED
Shares0 from 202
Change-202 (-100%)
Value$0 (-$17.5K)
Filed 2026-11-04
Cardinal Strategic Wealth Guidance
CLOSED
Shares0 from 194
Change-194 (-100%)
Value$0 (-$16.8K)
Filed 2026-11-02
Robinswood Financial LLC
CLOSED
Shares0 from 94
Change-94 (-100%)
Value$0 (-$8.1K)
Filed 2026-10-20
Montag A & Associates Inc
CLOSED
Shares0 from 93
Change-93 (-100%)
Value$0 (-$8.0K)
Filed 2026-10-29
Virginia Estate & Retirement Planning Advisors Inc.
CLOSED
Shares0 from 90
Change-90 (-100%)
Value$0 (-$14.1K)
Filed 2026-10-14
SYM Financial Corp
CLOSED
Shares0 from 75
Change-75 (-100%)
Value$0 (-$6.5K)
Filed 2026-10-26
Olistico Wealth, LLC
CLOSED
Shares0 from 70
Change-70 (-100%)
Value$0 (-$6.0K)
Filed 2026-10-05
Gill Capital Partners, LLC
CLOSED
Shares0 from 56
Change-56 (-100%)
Value$0 (-$4.8K)
Filed 2026-10-13
Country Trust Bank
CLOSED
Shares0 from 33
Change-33 (-100%)
Value$0 (-$2.9K)
Filed 2026-10-30
LifeSteps Financial, Inc.
CLOSED
Shares0 from 28
Change-28 (-100%)
Value$0 (-$2.4K)
Filed 2026-10-15
James T. Borello RIA
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$2.2K)
Filed 2026-10-16
NorthAvenue LLC
CLOSED
Shares0 from 24
Change-24 (-100%)
Value$0 (-$2.1K)
Filed 2026-10-29
Wagner Wealth Management, LLC
CLOSED
Shares0 from 24
Change-24 (-100%)
Value$0 (-$2.1K)
Filed 2026-10-21
Hanson & Doremus Investment Management
CLOSED
Shares0 from 18
Change-18 (-100%)
Value$0 (-$2)
Filed 2026-10-16
Investment Research & Advisory Group, Inc.
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$1.0K)
Filed 2026-10-19
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$864)
Filed 2026-10-14
Avion Wealth
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 ($0)
Filed 2026-11-04
Sage Mountain Advisors LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$86)
Filed 2026-11-02
Hoese & Co LLP
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$86)
Filed 2026-10-21
Illumine Investment Management, LLC
UNCHANGED
Shares0 from 0
Change0
Value$2.0M (-$188.0K)
Filed 2026-10-22
Bank of America Corp
N/A
Shares— from 68,394,742
Change-68,394,742 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 38,995,705
Change-38,995,705 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 29,706,461
Change-29,706,461 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 17,250,388
Change-17,250,388 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 16,438,341
Change-16,438,341 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 12,254,308
Change-12,254,308 (-100%)
Value—
UBS Group AG
N/A
Shares— from 11,187,925
Change-11,187,925 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 8,095,965
Change-8,095,965 (-100%)
Value—
Barclays PLC
N/A
Shares— from 7,152,100
Change-7,152,100 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 7,071,064
Change-7,071,064 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 7,029,264
Change-7,029,264 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 5,730,964
Change-5,730,964 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 5,550,822
Change-5,550,822 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 4,621,340
Change-4,621,340 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 3,749,415
Change-3,749,415 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 3,153,761
Change-3,153,761 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 2,913,600
Change-2,913,600 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 2,503,691
Change-2,503,691 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 2,330,705
Change-2,330,705 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,323,217
Change-2,323,217 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 2,290,733
Change-2,290,733 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 2,169,014
Change-2,169,014 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,849,593
Change-1,849,593 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 1,806,952
Change-1,806,952 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 1,504,923
Change-1,504,923 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,338,006
Change-1,338,006 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 1,311,965
Change-1,311,965 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 1,243,849
Change-1,243,849 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 1,202,835
Change-1,202,835 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 1,182,793
Change-1,182,793 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,130,282
Change-1,130,282 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,105,298
Change-1,105,298 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 1,072,991
Change-1,072,991 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,052,408
Change-1,052,408 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 993,581
Change-993,581 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 957,831
Change-957,831 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 946,848
Change-946,848 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 916,717
Change-916,717 (-100%)
Value—
Karpus Management, Inc.
N/A
Shares— from 882,953
Change-882,953 (-100%)
Value—
Ally Financial Inc.
N/A
Shares— from 873,000
Change-873,000 (-100%)
Value—
Disciplina Capital Management LLC
N/A
Shares— from 838,458
Change-838,458 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 798,261
Change-798,261 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 787,888
Change-787,888 (-100%)
Value—
State Street Corp
N/A
Shares— from 739,553
Change-739,553 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 685,649
Change-685,649 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 636,290
Change-636,290 (-100%)
Value—
Moore Capital Management, LP
N/A
Shares— from 555,000
Change-555,000 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 553,585
Change-553,585 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 496,288
Change-496,288 (-100%)
Value—
Rock Creek Group LLC
N/A
Shares— from 496,137
Change-496,137 (-100%)
Value—
Alkeon Capital Management LLC
N/A
Shares— from 463,000
Change-463,000 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 448,018
Change-448,018 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 405,680
Change-405,680 (-100%)
Value—
WS Management Lllp
N/A
Shares— from 400,000
Change-400,000 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 378,973
Change-378,973 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 372,081
Change-372,081 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 368,902
Change-368,902 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 352,426
Change-352,426 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 352,364
Change-352,364 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 343,064
Change-343,064 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 333,917
Change-333,917 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 330,691
Change-330,691 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 323,830
Change-323,830 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 317,312
Change-317,312 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 313,274
Change-313,274 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 295,720
Change-295,720 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 293,538
Change-293,538 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 292,387
Change-292,387 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 289,543
Change-289,543 (-100%)
Value—
Cadence Wealth Management LLC
N/A
Shares— from 288,384
Change-288,384 (-100%)
Value—
Gould Asset Management LLC
N/A
Shares— from 276,417
Change-276,417 (-100%)
Value—
Insight 2811, Inc.
N/A
Shares— from 270,842
Change-270,842 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 249,520
Change-249,520 (-100%)
Value—
Scopus Asset Management, L.P.
N/A
Shares— from 246,549
Change-246,549 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 226,306
Change-226,306 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 225,391
Change-225,391 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 224,469
Change-224,469 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 223,136
Change-223,136 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 222,290
Change-222,290 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 222,142
Change-222,142 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 214,616
Change-214,616 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 212,714
Change-212,714 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 208,900
Change-208,900 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 204,141
Change-204,141 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 199,806
Change-199,806 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 195,674
Change-195,674 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 190,633
Change-190,633 (-100%)
Value—
&partners
N/A
Shares— from 189,343
Change-189,343 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 188,006
Change-188,006 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 186,927
Change-186,927 (-100%)
Value—
Man Group plc
N/A
Shares— from 186,346
Change-186,346 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 186,047
Change-186,047 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 184,656
Change-184,656 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 183,826
Change-183,826 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 181,396
Change-181,396 (-100%)
Value—
Quinn Opportunity Partners LLC
N/A
Shares— from 176,883
Change-176,883 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 172,600
Change-172,600 (-100%)
Value—
TCM Advisors, LLC
N/A
Shares— from 169,012
Change-169,012 (-100%)
Value—
Cavalier Investments, LLC
N/A
Shares— from 166,457
Change-166,457 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 164,793
Change-164,793 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 161,086
Change-161,086 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 159,409
Change-159,409 (-100%)
Value—
Marino Management, LLC
N/A
Shares— from 154,653
Change-154,653 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 148,536
Change-148,536 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 147,990
Change-147,990 (-100%)
Value—
U S Wealth Group, Llc.
N/A
Shares— from 145,874
Change-145,874 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 145,095
Change-145,095 (-100%)
Value—
University of Illinois Foundation
N/A
Shares— from 143,761
Change-143,761 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 141,661
Change-141,661 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 139,467
Change-139,467 (-100%)
Value—
Granby Capital Management, LLC
N/A
Shares— from 138,000
Change-138,000 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 137,270
Change-137,270 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 135,280
Change-135,280 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 134,132
Change-134,132 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 133,810
Change-133,810 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 132,273
Change-132,273 (-100%)
Value—
FPC Investment Advisory, Inc.
N/A
Shares— from 127,051
Change-127,051 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 126,000
Change-126,000 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 114,239
Change-114,239 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 113,947
Change-113,947 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 113,384
Change-113,384 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 112,165
Change-112,165 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 110,109
Change-110,109 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 108,221
Change-108,221 (-100%)
Value—
Cinctive Capital Management LP
N/A
Shares— from 106,550
Change-106,550 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 102,119
Change-102,119 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 101,950
Change-101,950 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 101,853
Change-101,853 (-100%)
Value—
Basswood Capital Management, L.L.C.
N/A
Shares— from 96,154
Change-96,154 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 93,862
Change-93,862 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 92,633
Change-92,633 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 90,578
Change-90,578 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 90,382
Change-90,382 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 89,461
Change-89,461 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 88,985
Change-88,985 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 86,078
Change-86,078 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 85,961
Change-85,961 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 85,889
Change-85,889 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 81,787
Change-81,787 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 80,882
Change-80,882 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 80,608
Change-80,608 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 80,150
Change-80,150 (-100%)
Value—
Interactive Financial Advisors, Inc.
N/A
Shares— from 79,099
Change-79,099 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 78,985
Change-78,985 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 76,703
Change-76,703 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 76,413
Change-76,413 (-100%)
Value—
Custos Family Office, LLC
N/A
Shares— from 76,217
Change-76,217 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 75,471
Change-75,471 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 73,194
Change-73,194 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 72,865
Change-72,865 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 72,104
Change-72,104 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 72,000
Change-72,000 (-100%)
Value—
Avos Capital Management, LLC
N/A
Shares— from 71,325
Change-71,325 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 69,761
Change-69,761 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 69,412
Change-69,412 (-100%)
Value—
Stephens Inc
N/A
Shares— from 68,961
Change-68,961 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 68,701
Change-68,701 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 66,584
Change-66,584 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 64,730
Change-64,730 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 61,871
Change-61,871 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 61,628
Change-61,628 (-100%)
Value—
Natixis
N/A
Shares— from 61,318
Change-61,318 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 60,843
Change-60,843 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 60,824
Change-60,824 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 60,221
Change-60,221 (-100%)
Value—
Galaxy Digital Inc.
N/A
Shares— from 60,000
Change-60,000 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 58,240
Change-58,240 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 56,218
Change-56,218 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 54,219
Change-54,219 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 53,890
Change-53,890 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 48,351
Change-48,351 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 45,337
Change-45,337 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 45,209
Change-45,209 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 45,147
Change-45,147 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 44,378
Change-44,378 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 44,294
Change-44,294 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 42,282
Change-42,282 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 42,033
Change-42,033 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 41,955
Change-41,955 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 41,346
Change-41,346 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 40,848
Change-40,848 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 40,043
Change-40,043 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 39,904
Change-39,904 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 39,757
Change-39,757 (-100%)
Value—
Ascent Advisors, LLC
N/A
Shares— from 39,230
Change-39,230 (-100%)
Value—
Crabel Capital Management, LLC
N/A
Shares— from 38,914
Change-38,914 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 38,416
Change-38,416 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 36,763
Change-36,763 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 36,501
Change-36,501 (-100%)
Value—
Shenkman Capital Management Inc
N/A
Shares— from 36,435
Change-36,435 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 36,173
Change-36,173 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 36,113
Change-36,113 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 36,023
Change-36,023 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 34,399
Change-34,399 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 33,836
Change-33,836 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 33,092
Change-33,092 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 32,836
Change-32,836 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 32,250
Change-32,250 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 31,925
Change-31,925 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 31,701
Change-31,701 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 31,287
Change-31,287 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 31,242
Change-31,242 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 31,241
Change-31,241 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 31,017
Change-31,017 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 31,010
Change-31,010 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 30,520
Change-30,520 (-100%)
Value—
PMV Capital Advisers, LLC
N/A
Shares— from 30,288
Change-30,288 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 29,403
Change-29,403 (-100%)
Value—
Everest Financial Group LLC
N/A
Shares— from 28,813
Change-28,813 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 28,276
Change-28,276 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 27,908
Change-27,908 (-100%)
Value—
EQ LLC
N/A
Shares— from 27,827
Change-27,827 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 27,402
Change-27,402 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 26,482
Change-26,482 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 26,278
Change-26,278 (-100%)
Value—
FMR LLC
N/A
Shares— from 25,863
Change-25,863 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 25,501
Change-25,501 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 25,379
Change-25,379 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 25,017
Change-25,017 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 24,663
Change-24,663 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 24,173
Change-24,173 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 24,118
Change-24,118 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 23,874
Change-23,874 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 23,513
Change-23,513 (-100%)
Value—
Unifi Asset Management LP
N/A
Shares— from 23,070
Change-23,070 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 22,843
Change-22,843 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 22,659
Change-22,659 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 22,455
Change-22,455 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 21,847
Change-21,847 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 21,584
Change-21,584 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 21,468
Change-21,468 (-100%)
Value—
Alethea Capital Management, LLC
N/A
Shares— from 21,276
Change-21,276 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 21,273
Change-21,273 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 20,620
Change-20,620 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 20,318
Change-20,318 (-100%)
Value—
American Alpha Advisors, LLC
N/A
Shares— from 20,294
Change-20,294 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 19,582
Change-19,582 (-100%)
Value—
Nwam LLC
N/A
Shares— from 19,123
Change-19,123 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 19,055
Change-19,055 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 19,049
Change-19,049 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 18,897
Change-18,897 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 18,798
Change-18,798 (-100%)
Value—
Shay Capital LLC
N/A
Shares— from 18,716
Change-18,716 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 18,549
Change-18,549 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 18,351
Change-18,351 (-100%)
Value—
Prudential PLC
N/A
Shares— from 18,263
Change-18,263 (-100%)
Value—
Generation Capital Management LLC
N/A
Shares— from 18,205
Change-18,205 (-100%)
Value—
NerdWallet Wealth Partners, LLC
N/A
Shares— from 17,924
Change-17,924 (-100%)
Value—
Ravenstone Capital Management Inc.
N/A
Shares— from 17,766
Change-17,766 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 17,437
Change-17,437 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 17,310
Change-17,310 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 17,300
Change-17,300 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 17,191
Change-17,191 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 16,747
Change-16,747 (-100%)
Value—
Sharpepoint LLC
N/A
Shares— from 16,238
Change-16,238 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 16,062
Change-16,062 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 15,583
Change-15,583 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 15,496
Change-15,496 (-100%)
Value—
Risk Paradigm Group, LLC
N/A
Shares— from 14,887
Change-14,887 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 14,604
Change-14,604 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 14,591
Change-14,591 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 14,370
Change-14,370 (-100%)
Value—
Blair William & Co
N/A
Shares— from 14,020
Change-14,020 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 13,940
Change-13,940 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 13,458
Change-13,458 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 13,452
Change-13,452 (-100%)
Value—
Stansberry Asset Management, LLC
N/A
Shares— from 13,445
Change-13,445 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 13,254
Change-13,254 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 13,003
Change-13,003 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 12,516
Change-12,516 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 12,375
Change-12,375 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 12,232
Change-12,232 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 12,186
Change-12,186 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 12,132
Change-12,132 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 11,970
Change-11,970 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 11,655
Change-11,655 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 11,651
Change-11,651 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 11,172
Change-11,172 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 11,024
Change-11,024 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 11,008
Change-11,008 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 11,007
Change-11,007 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 10,514
Change-10,514 (-100%)
Value—
Titiun Yejiel
N/A
Shares— from 10,387
Change-10,387 (-100%)
Value—
EFG International AG
N/A
Shares— from 10,297
Change-10,297 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 10,273
Change-10,273 (-100%)
Value—
Ibex Wealth Advisors
N/A
Shares— from 10,234
Change-10,234 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 10,213
Change-10,213 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Cantor Fitzgerald, L. P.
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 9,813
Change-9,813 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 9,711
Change-9,711 (-100%)
Value—
Smart Money Group LLC
N/A
Shares— from 9,527
Change-9,527 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 9,367
Change-9,367 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 9,327
Change-9,327 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 9,315
Change-9,315 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 9,100
Change-9,100 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 8,916
Change-8,916 (-100%)
Value—
Clear Investment Research, LLC
N/A
Shares— from 8,866
Change-8,866 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 8,745
Change-8,745 (-100%)
Value—
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
N/A
Shares— from 8,700
Change-8,700 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 8,652
Change-8,652 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 8,617
Change-8,617 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 8,568
Change-8,568 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 8,438
Change-8,438 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 8,419
Change-8,419 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 8,196
Change-8,196 (-100%)
Value—
KM Capital Management Ltd.
N/A
Shares— from 8,037
Change-8,037 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 8,013
Change-8,013 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 7,918
Change-7,918 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 7,892
Change-7,892 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 7,880
Change-7,880 (-100%)
Value—
Cedar Wealth Management, LLC
N/A
Shares— from 7,698
Change-7,698 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 7,662
Change-7,662 (-100%)
Value—
Hyundai Investments Co., Ltd.
N/A
Shares— from 7,605
Change-7,605 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 7,561
Change-7,561 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 7,485
Change-7,485 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 7,459
Change-7,459 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 7,359
Change-7,359 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 7,274
Change-7,274 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 7,140
Change-7,140 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 7,098
Change-7,098 (-100%)
Value—
Commerce Bank
N/A
Shares— from 7,065
Change-7,065 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 7,051
Change-7,051 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 7,050
Change-7,050 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 7,011
Change-7,011 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 6,877
Change-6,877 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 6,803
Change-6,803 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 6,761
Change-6,761 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 6,712
Change-6,712 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 6,639
Change-6,639 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 6,559
Change-6,559 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 6,402
Change-6,402 (-100%)
Value—
Accretive Wealth Partners, LLC
N/A
Shares— from 6,133
Change-6,133 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 6,101
Change-6,101 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 6,100
Change-6,100 (-100%)
Value—
Q3 Asset Management
N/A
Shares— from 6,035
Change-6,035 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 5,979
Change-5,979 (-100%)
Value—
American Asset Management Inc.
N/A
Shares— from 5,917
Change-5,917 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 5,864
Change-5,864 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 5,751
Change-5,751 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 5,707
Change-5,707 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 5,644
Change-5,644 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 5,639
Change-5,639 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 5,611
Change-5,611 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 5,579
Change-5,579 (-100%)
Value—
Betterment LLC
N/A
Shares— from 5,521
Change-5,521 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 5,474
Change-5,474 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 5,469
Change-5,469 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 5,450
Change-5,450 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 5,359
Change-5,359 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 5,121
Change-5,121 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 4,935
Change-4,935 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 4,916
Change-4,916 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 4,894
Change-4,894 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 4,889
Change-4,889 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 4,866
Change-4,866 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 4,837
Change-4,837 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 4,720
Change-4,720 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 4,593
Change-4,593 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 4,501
Change-4,501 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 4,372
Change-4,372 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 4,309
Change-4,309 (-100%)
Value—
BCI Securities, Inc.
N/A
Shares— from 4,309
Change-4,309 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 4,267
Change-4,267 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 4,245
Change-4,245 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 4,231
Change-4,231 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 4,231
Change-4,231 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 4,189
Change-4,189 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 4,145
Change-4,145 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 4,111
Change-4,111 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 4,092
Change-4,092 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 4,021
Change-4,021 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 4,013
Change-4,013 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 3,998
Change-3,998 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 3,974
Change-3,974 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 3,909
Change-3,909 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 3,826
Change-3,826 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 3,826
Change-3,826 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 3,799
Change-3,799 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 3,788
Change-3,788 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 3,780
Change-3,780 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 3,728
Change-3,728 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 3,627
Change-3,627 (-100%)
Value—
Werba Rubin Papier Wealth Management
N/A
Shares— from 3,571
Change-3,571 (-100%)
Value—
Centennial Bank
N/A
Shares— from 3,550
Change-3,550 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 3,506
Change-3,506 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 3,494
Change-3,494 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 3,424
Change-3,424 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 3,410
Change-3,410 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 3,383
Change-3,383 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 3,356
Change-3,356 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 3,261
Change-3,261 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 3,229
Change-3,229 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 3,198
Change-3,198 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 3,195
Change-3,195 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 3,144
Change-3,144 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 3,086
Change-3,086 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 3,084
Change-3,084 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 3,060
Change-3,060 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 2,976
Change-2,976 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 2,950
Change-2,950 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 2,932
Change-2,932 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 2,860
Change-2,860 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 2,825
Change-2,825 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 2,818
Change-2,818 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 2,815
Change-2,815 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 2,783
Change-2,783 (-100%)
Value—
Curtis Wealth Management LLC
N/A
Shares— from 2,779
Change-2,779 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 2,764
Change-2,764 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 2,755
Change-2,755 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 2,722
Change-2,722 (-100%)
Value—
Swan Global Investments, LLC
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 2,696
Change-2,696 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 2,686
Change-2,686 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 2,674
Change-2,674 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 2,599
Change-2,599 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 2,575
Change-2,575 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 2,565
Change-2,565 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 2,541
Change-2,541 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 2,532
Change-2,532 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 2,517
Change-2,517 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 2,475
Change-2,475 (-100%)
Value—
Sprott Inc.
N/A
Shares— from 2,450
Change-2,450 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 2,416
Change-2,416 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 2,370
Change-2,370 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 2,350
Change-2,350 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 2,316
Change-2,316 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 2,310
Change-2,310 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Quarry LP
N/A
Shares— from 1,940
Change-1,940 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 1,898
Change-1,898 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 1,809
Change-1,809 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 1,760
Change-1,760 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 1,692
Change-1,692 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 1,595
Change-1,595 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,575
Change-1,575 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 1,530
Change-1,530 (-100%)
Value—
Private Wealth Advisors, LLC
N/A
Shares— from 1,525
Change-1,525 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 1,325
Change-1,325 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 1,162
Change-1,162 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,152
Change-1,152 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 1,049
Change-1,049 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 1,048
Change-1,048 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 996
Change-996 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 986
Change-986 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 985
Change-985 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 976
Change-976 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 967
Change-967 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 931
Change-931 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 777
Change-777 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 729
Change-729 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 643
Change-643 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 624
Change-624 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 544
Change-544 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 508
Change-508 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 494
Change-494 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 491
Change-491 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 476
Change-476 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 461
Change-461 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 429
Change-429 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 407
Change-407 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 403
Change-403 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 343
Change-343 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 287
Change-287 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 275
Change-275 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 270
Change-270 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 254
Change-254 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 249
Change-249 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 242
Change-242 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 231
Change-231 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 214
Change-214 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 210
Change-210 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 192
Change-192 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 180
Change-180 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 153
Change-153 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 148
Change-148 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 135
Change-135 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 131
Change-131 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 100
Change-100 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 91
Change-91 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 88
Change-88 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 88
Change-88 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 73
Change-73 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 65
Change-65 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 64
Change-64 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 64
Change-64 (-100%)
Value—
Rogco, LP
N/A
Shares— from 58
Change-58 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 55
Change-55 (-100%)
Value—
NWK Group, Inc.
N/A
Shares— from 53
Change-53 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 48
Change-48 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 46
Change-46 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 40
Change-40 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 31
Change-31 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 29
Change-29 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 28
Change-28 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 20
Change-20 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 17
Change-17 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 13
Change-13 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 8
Change-8 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 5
Change-5 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Citigroup Inc
DECREASED12,506,38616,154,438-3,648,052-23%$1.4B$972.7M-$423.3M2026-11-04
Simplex Trading, LLC
INCREASED2,984,2701,860,997+1,123,273+60%$160.8M$232.1M+$71.3M2026-11-04
MacKenzie Financial Corp
DECREASED2,636,3002,913,300-277,000-10%$251.8M$205.1M-$46.7M2026-11-02
Truist Financial Corp
INCREASED2,278,3042,038,801+239,503+12%$176.2M$177.2M+$1.0M2026-10-30
Vantagepoint Investment Advisers LLC
UNCHANGED2,039,3852,039,38500%$176.2M$158.6M-$17.6M2026-10-26
Mirae Asset Global Investments Co., Ltd.
INCREASED1,736,0281,658,046+77,982+5%$143.3M$135.0M-$8.3M2026-11-03
WestEnd Advisors, LLC
DECREASED1,649,6131,727,307-77,694-4%$149.3M$128.3M-$21.0M2026-10-27
US Bancorp \de\
INCREASED1,126,115988,185+137,930+14%$85.4M$87.6M+$2.2M2026-11-05
Commonwealth Equity Services, LLC
INCREASED999,752864,809+134,943+16%$74.7M$77.8M+$3.0M2026-11-02
Imc-Chicago, LLC
NEW986,923—+986,923——$76.8M—2026-11-05
Cassaday & Co Wealth Management LLC
INCREASED944,743671,779+272,964+41%$58.1M$73.5M+$15.4M2026-10-27
TD Private Client Wealth LLC
INCREASED854,819813,576+41,243+5%$70.3M$66.5M-$3.8M2026-10-28
AIA Group Ltd
DECREASED830,458867,623-37,165-4%$75.0M$64.6M-$10.4M2026-10-30
First Citizens Bank & Trust Co
DECREASED675,558675,969-4110%$58.4M$52.5M-$5.9M2026-10-14
Townsend & Associates, Inc
INCREASED550,320539,586+10,734+2%$45.3M$44.1M-$1.2M2026-10-23
Bell Investment Advisors, Inc
INCREASED500,221469,199+31,022+7%$40.5M$38.9M-$1.6M2026-10-29
FNY Investment Advisers, LLC
INCREASED469,72816,580+453,148+2733%$1.4K$36.5K+$35.1K2026-10-16
Bank of New York Mellon Corp
INCREASED428,891409,907+18,984+5%$35.4M$33.4M-$2.1M2026-11-05
Tectonic Advisors LLC
INCREASED384,91716,734+368,183+2200%$1.4M$29.9M+$28.5M2026-10-22
Carrhae Capital LLP
NEW376,785—+376,785——$29.3M—2026-10-20
New Harbor Financial Group, LLC
DECREASED376,256541,075-164,819-30%$46.8M$29.3M-$17.5M2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED364,820316,382+48,438+15%$27.3M$28.4K-$27.3M2026-11-02
Willis Johnson Wealth, Inc.
INCREASED359,180334,257+24,923+7%$28.9M$27.9M-$949.5K2026-11-03
Vision Financial Markets LLC
INCREASED346,90099,900+247,000+247%$8.6M$27.0M+$18.3M2026-10-22
Third View Private Wealth, LLC
INCREASED344,395342,677+1,718+1%$29.6M$26.8M-$2.8M2026-10-30
Trilogy Capital Inc.
INCREASED344,389303,944+40,445+13%$26.3M$26.8M+$519.8K2026-10-20
Principal Financial Group Inc
INCREASED335,730113,854+221,876+195%$9.8M$26.1M+$16.3M2026-11-02
Insight Wealth Strategies, LLC
INCREASED330,227316,959+13,268+4%$27.1M$25.7M-$1.4M2026-10-09
Strong Tower Advisory Services
INCREASED327,120228,180+98,940+43%$19.7M$25.4M+$5.7M2026-10-13
One Day In July LLC
INCREASED294,316188,781+105,535+56%$16.3M$22.9M+$6.6M2026-10-30
Simplicity Wealth,LLC
INCREASED292,598287,153+5,445+2%$24.8M$22.8M-$2.1M2026-10-23
Sanders Morris Harris LLC
NEW285,000—+285,000——$22.2M—2026-10-14
Fund Evaluation Group, LLC
UNCHANGED265,309265,30900%$22.9M$20.6M-$2.3M2026-11-05
IFP Advisors, Inc
DECREASED261,478446,710-185,232-41%$38.6M$20.3M-$18.3M2026-10-16
Kestra Private Wealth Services, LLC
DECREASED257,492270,812-13,320-5%$23.4M$20.0M-$3.4M2026-10-30
SBI Securities Co., Ltd.
DECREASED251,761280,889-29,128-10%$24.3M$19.6M-$4.7M2026-10-22
Integrity Alliance, Llc.
INCREASED244,880216,550+28,330+13%$18.7M$19.0M+$332.5K2026-10-29
Form Wealth Advisors, LLC
INCREASED230,087179,900+50,187+28%$15.5M$17.9M+$2.3M2026-10-13
Procyon Advisors, LLC
INCREASED228,89191,583+137,308+150%$7.9M$17.8M+$9.9M2026-10-21
Elevation Point Wealth Partners, LLC
INCREASED221,470214,526+6,944+3%$18.5M$17.2M-$1.3M2026-11-05
Privium Fund Management (UK) Ltd
INCREASED217,300138,800+78,500+57%$12.1M$17.0M+$4.9M2026-10-30
Royal Fund Management, LLC
INCREASED215,893208,015+7,878+4%$18.0M$16.8M-$1.2M2026-10-22
WJ Interests, LLC
INCREASED214,163208,859+5,304+3%$18.0M$16.7M-$1.4M2026-10-14
Concurrent Investment Advisors, LLC
DECREASED210,444561,799-351,355-63%$48.6M$16.4M-$32.2M2026-10-16
Venture Visionary Partners LLC
INCREASED208,633204,606+4,027+2%$17.7M$16.2M-$1.5M2026-10-07
Wealth Enhancement Advisory Services, LLC
INCREASED206,833128,342+78,491+61%$10.8M$16.1M+$5.3M2026-10-13
Carrera Capital Advisors
INCREASED201,588191,680+9,908+5%$16.6M$15.7M-$885.5K2026-11-03
Fifth Third Bancorp
INCREASED199,993197,346+2,647+1%$17.1M$15.6M-$1.5M2026-11-05
Greenup Street Wealth Management LLC
INCREASED197,515161,137+36,378+23%$13.9M$15.4M+$1.4M2026-10-28
BOS Asset Management, LLC
DECREASED197,502199,476-1,974-1%$17.2M$15.4M-$1.9M2026-10-09
Cultivar Capital, Inc.
INCREASED195,220162,788+32,432+20%$14.1M$15.2M+$1.1M2026-10-14
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED193,588241,494-47,906-20%$20.9M$15.1K-$20.9M2026-10-14
Prospera Financial Services Inc
INCREASED189,507186,065+3,442+2%$16.1M$15.5M-$570.7K2026-11-04
Oppenheimer & Co Inc
DECREASED188,545204,983-16,438-8%$17.7M$14.7M-$3.0M2026-10-26
Wealth Alliance Advisory Group, LLC
NEW174,137—+174,137——$13.5M—2026-10-14
Financial Enhancement Group LLC
INCREASED170,44276,524+93,918+123%$6.6M$13.1M+$6.5M2026-10-08
New York Life Investment Management LLC
INCREASED166,722151,844+14,878+10%$13.1M$13.0M-$155.9K2026-11-04
Kestra Advisory Services, LLC
DECREASED163,109270,542-107,433-40%$23.4M$12.7M-$10.7M2026-11-02
Axiom Investment Management LLC
INCREASED160,181170+160,011+94124%$14.7K$12.5M+$12.4M2026-11-03
Deane Retirement Strategies, Inc.
NEW159,113—+159,113——$12.4M—2026-10-09
TD Waterhouse Canada Inc.
INCREASED157,589126,248+31,341+25%$10.8M$12.2M+$1.4M2026-10-16
Farther Finance Advisors, LLC
DECREASED157,182293,397-136,215-46%$25.4M$12.2M-$13.1M2026-10-08
T3 Companies, LLC
NEW155,901—+155,901——$12.1M—2026-10-22
Benin Management Corp
INCREASED155,533114,633+40,900+36%$9.9M$12.1M+$2.2M2026-10-22
High Note Wealth, LLC
INCREASED154,675143,446+11,229+8%$12.4M$12.0M-$366.0K2026-10-27
Cordoba Advisory Partners LLC
INCREASED145,53787,626+57,911+66%$7.6M$11.3M+$3.7M2026-10-19
Quaker Wealth Management, LLC
DECREASED141,216200,359-59,143-30%$17.3M$11.0M-$6.3M2026-10-22
Brookstone Capital Management
DECREASED133,712152,598-18,886-12%$13.2M$10.4M-$2.8M2026-10-22
Ashton Thomas Private Wealth, LLC
INCREASED133,5237,523+126,000+1675%$650.1K$10.4M+$9.7M2026-11-03
Assetmark, Inc
DECREASED129,269136,400-7,131-5%$11.8M$10.1M-$1.7M2026-10-21
Independent Financial Group, LLC
INCREASED124,599113,523+11,076+10%$9.8M$9.7M-$119.3K2026-10-13
Nationwide Fund Advisors
INCREASED119,258110,980+8,278+7%$9.6M$9.3M-$315.0K2026-10-28
Sicart Associates LLC
DECREASED118,762121,835-3,073-3%$10.5M$9.5M-$1.0M2026-10-29
Praxis Capital Management LLC
NEW118,200—+118,200——$9.2M—2026-10-16
Heartwood Wealth Advisors LLC
INCREASED117,855115,113+2,742+2%$9.9M$9.2M-$781.3K2026-10-05
Security Benefit Life Insurance Co
UNCHANGED110,000110,00000%$9.5M$8.6M-$950.4K2026-11-05
Sovran Advisors, LLC
DECREASED108,693127,139-18,446-15%$10.7M$8.9M-$1.9M2026-11-02
IPG Investment Advisors LLC
INCREASED107,19194,381+12,810+14%$8.2M$8.3M+$181.0K2026-10-30
Ridgepath Capital Management LLC
NEW102,328—+102,328——$8.0M—2026-10-29
Walkner Condon Financial Advisors LLC
INCREASED102,0572,799+99,258+3546%$241.9K$7.9M+$7.7M2026-11-02
Atria Investments, Inc
DECREASED102,051103,755-1,704-2%$9.0M$7.9M-$1.0M2026-10-15
Legacy Private Trust Co.
INCREASED99,63993,752+5,887+6%$8.1M$7.7M-$352.1K2026-10-06
Davenport & Co LLC
DECREASED95,593107,017-11,424-11%$9.2M$7.4M-$1.8M2026-10-14
Udine Wealth Management, Inc.
NEW93,023—+93,023——$7.2M—2026-10-23
Market Street Wealth Management Advisors LLC
NEW91,707—+91,707——$7.1M—2026-10-09
Birchbrook, Inc.
INCREASED90,52786,826+3,701+4%$7.5M$7.0M-$462.3K2026-10-14
Portman Square Capital LLP
NEW90,000—+90,000——$7.0M—2026-10-15
Park Avenue Securities LLC
INCREASED89,78086,756+3,024+3%$7.5M$7.0K-$7.5M2026-10-26
Triumph Capital Management
INCREASED88,84678,997+9,849+12%$6.8M$6.9M+$83.5K2026-10-14
Brown Wealth Management, LLC
INCREASED87,89082,196+5,694+7%$7.1M$6.8M-$267.3K2026-10-20
Fermata Advisors, LLC
DECREASED86,19890,789-4,591-5%$7.8M$6.7M-$1.1M2026-10-13
Arlington Capital Management Inc
DECREASED85,35393,513-8,160-9%$8.1M$6.6M-$1.4M2026-10-30
Smith & Howard Wealth Management, LLC
NEW85,000—+85,000——$6.6M—2026-10-27
Rezny Wealth Management, Inc.
DECREASED82,41382,434-210%$7.1M$6.4M-$713.9K2026-10-15
Csenge Advisory Group
INCREASED77,90670,593+7,313+10%$6.1M$6.1M-$41.1K2026-11-04
4Thought Financial Group Inc.
DECREASED75,43385,831-10,398-12%$7.4M$5.9M-$1.6M2026-11-02
Sharkey, Howes & Javer
DECREASED75,34583,089-7,744-9%$7.2M$5.9M-$1.3M2026-10-22
Vontobel Holding Ltd.
INCREASED74,76145,577+29,184+64%$3.9M$5.8M+$1.9M2026-10-16
Perigon Wealth Management, LLC
DECREASED74,07384,047-9,974-12%$7.3M$5.8M-$1.5M2026-10-22
First Horizon Corp
DECREASED72,08198,084-26,003-27%$8.5M$5.6M-$2.9M2026-10-26
LCW Services, LLC
INCREASED71,30166,556+4,745+7%$5.8M$5.5M-$206.0K2026-10-21
Boomfish Wealth Group, LLC
DECREASED71,13073,005-1,875-3%$6.3M$5.5M-$776.6K2026-10-22
Ballew Advisors, Inc
INCREASED70,82056,688+14,132+25%$4.8M$5.5M+$639.8K2026-10-05
Diversify Wealth Management, LLC
INCREASED70,28119,529+50,752+260%$1.6M$5.6M+$4.0M2026-10-20
Diversify Advisory Services, LLC
INCREASED70,28119,529+50,752+260%$1.6M$5.6M+$4.0M2026-10-20
Arnhold LLC
NEW70,000—+70,000——$5.4M—2026-10-26
Convergence Financial, LLC
INCREASED67,33013,869+53,461+385%$1.2M$5.2M+$4.0M2026-10-27
J. Safra Sarasin Holding AG
INCREASED66,35549,402+16,953+34%$4.3M$5.2M+$890.5K2026-10-26
Axxcess Wealth Management, LLC
DECREASED65,924117,252-51,328-44%$10.1M$5.1M-$5.0M2026-10-21
International Private Wealth Advisors LLC
DECREASED65,83285,097-19,265-23%$7.4M$5.1M-$2.2M2026-11-05
Canandaigua National Bank & Trust Co
DECREASED64,78969,971-5,182-7%$6.0M$5.0M-$1.0M2026-10-07
Miller Financial Services LLC
INCREASED64,66753,291+11,376+21%$4.6M$5.0M+$424.3K2026-10-20
Sowell Financial Services LLC
DECREASED63,21473,594-10,380-14%$6.4M$4.9M-$1.4M2026-10-23
Beacon Advisors Holdings, LLC
INCREASED62,01858,619+3,399+6%$5.1M$4.8M-$242.1K2026-10-27
Verus Capital Partners, LLC
INCREASED61,72239,665+22,057+56%$3.4M$4.8M+$1.4M2026-11-03
Horst & Graben Wealth Management LLC
DECREASED61,09265,277-4,185-6%$5.6M$4.8M-$830.8K2026-11-02
Aspect Partners, LLC
INCREASED61,05857,065+3,993+7%$4.9M$4.7M-$182.5K2026-10-20
D.A. Davidson & Co.
INCREASED60,81811,901+48,917+411%$1.0M$4.7M+$3.7M2026-10-28
Midwest Heritage Bank, FSB
INCREASED60,44757,885+2,562+4%$5.0M$4.7M-$300.9K2026-10-26
Lynx Capital Group LTD
DECREASED58,83759,568-731-1%$5.1M$4.6M-$571.6K2026-11-04
Wedbush Securities Inc
INCREASED57,77054,625+3,145+6%$4.7M$4.5K-$4.7M2026-10-22
CoreCap Advisors, LLC
DECREASED57,68370,474-12,791-18%$6.1M$4.5M-$1.6M2026-10-08
CWC Advisors, Llc.
DECREASED57,53970,278-12,739-18%$6.1M$4.5M-$1.6M2026-10-15
Tctc Holdings, LLC
NEW57,500—+57,500——$4.5M—2026-11-02
Krilogy Financial LLC
DECREASED57,066437,148-380,082-87%$37.8M$4.5M-$33.3M2026-10-13
Atlas Private Wealth Advisors
INCREASED55,53247,846+7,686+16%$4.1M$4.3M+$184.5K2026-10-23
Quadrant Private Wealth Management, LLC
NEW54,829—+54,829——$4.3M—2026-11-04
Intergy Private Wealth, LLC
INCREASED54,61449,050+5,564+11%$4.2M$4.2M+$9.0K2026-10-16
Sims Investment Management, LLC
INCREASED53,73946,558+7,181+15%$4.0M$4.2M+$156.3K2026-10-13
Tempus Wealth Planning, LLC
INCREASED53,72729,236+24,491+84%$2.5M$4.2M+$1.7M2026-10-14
Hixon Zuercher, LLC
DECREASED53,72462,862-9,138-15%$5.4M$4.2M-$1.3M2026-10-13
Nolet Wealth Management, LLC
DECREASED52,97058,775-5,805-10%$5.1M$4.1M-$959.3K2026-10-15
TCP Asset Management, LLC
DECREASED51,92057,932-6,012-10%$5.0M$4.0M-$983.7K2026-10-14
Globalt Investments LLC / GA
DECREASED51,73055,680-3,950-7%$4.8M$4.0M-$788.3K2026-10-27
Sagespring Wealth Partners, LLC
DECREASED50,73554,705-3,970-7%$4.7M$3.9M-$781.4K2026-10-22
Pilgrim Partners Asia Pte Ltd
NEW50,000—+50,000——$3.9M—2026-10-29
Milestones Private Investment Advisors LLC
INCREASED49,65649,566+90+0%$4.3M$3.9M-$421.3K2026-10-19
Upper Left Wealth Management, LLC
NEW49,301—+49,301——$3.8M—2026-10-14
DKM Wealth Management, Inc.
INCREASED48,50927,703+20,806+75%$2.4M$3.8M+$1.4M2026-10-09
Shelton Wealth Management, LLC
DECREASED47,82750,300-2,473-5%$4.3M$3.7M-$626.9K2026-10-16
Beirne Wealth Consulting Services, LLC
INCREASED46,24045,268+972+2%$3.9M$3.6M-$315.8K2026-10-19
Compass Financial Management LLC
INCREASED45,32342,817+2,506+6%$3.7M$3.5M-$171.5K2026-10-30
Encompass More Asset Management
DECREASED44,57265,755-21,183-32%$5.7M$3.5M-$2.2M2026-10-16
Trek Financial, LLC
INCREASED43,38940,811+2,578+6%$3.5M$3.4M-$152.1K2026-10-29
Latitude Advisors, LLC
INCREASED42,94442,684+260+1%$3.7M$3.3M-$348.6K2026-10-27
Foguth Wealth Management, Llc.
DECREASED42,61444,746-2,132-5%$3.8M$3.4M-$342.5K2026-10-19
Juno Financial Group LLC
INCREASED42,43741,811+626+2%$3.6M$3.3M-$312.6K2026-10-27
Braun-Bostich & Associates Inc.
DECREASED42,223116,937-74,714-64%$10.1M$3.3M-$6.8M2026-10-20
Creative Planning
INCREASED41,99234,873+7,119+20%$3.0M$3.3M+$252.4K2026-11-02
Cullen T Bankers, Inc.
DECREASED41,69949,506-7,807-16%$4.3M$3.2M-$1.0M2026-10-28
Spectrum Strategic Capital Management, LLC
DECREASED40,48841,351-863-2%$3.6M$3.1M-$424.4K2026-10-22
Wilmington Savings Fund Society, FSB
INCREASED40,14040,000+140+0%$3.5M$3.1M-$334.7K2026-10-23
Sigma Planning Corp
DECREASED39,79151,704-11,913-23%$4.5M$3.1M-$1.4M2026-10-23
Unique Wealth Strategies, LLC
UNCHANGED39,61539,61500%$3.4M$3.4M$02026-10-13
Fiduciary Financial Group, LLC
DECREASED38,63539,376-741-2%$3.4M$3.0M-$397.8K2026-10-13
WealthCare Asset Management, LLC
NEW37,802—+37,802——$2.9M—2026-10-26
Summit Financial Wealth Advisors, LLC
INCREASED37,64223,431+14,211+61%$2.0M$2.9M+$902.8K2026-10-15
GC Wealth Management RIA, LLC
INCREASED37,30431,889+5,415+17%$2.8M$2.9M+$145.7K2026-11-02
Meridian Wealth Management, LLC
DECREASED36,88538,296-1,411-4%$3.3M$2.9M-$439.6K2026-11-05
Heritage Wealth Management, Inc.
INCREASED36,51933,453+3,066+9%$2.9M$2.8M-$50.5K2026-10-27
Warberg Asset Management LLC
NEW36,000—+36,000——$2.8M—2026-11-02
Stonehaven Wealth & TAX Solutions, LLC
INCREASED35,53034,666+864+2%$3.0M$2.8M-$232.3K2026-10-22
Glaxis Capital Management, LLC
UNCHANGED35,00035,00000%$3.0M$2.7M-$302.4K2026-11-02
Arvest Investments, Inc.
INCREASED33,97831,943+2,035+6%$2.8M$2.6M-$117.8K2026-10-21
Midwest Financial Group LLC
INCREASED32,63331,223+1,410+5%$2.7M$2.5M-$160.1K2026-10-15
OpenArc Corporate Advisory, LLC
INCREASED32,41511,172+21,243+190%$965.5K$2.5M+$1.6M2026-10-21
Blue Capital, Inc.
INCREASED32,23030,605+1,625+5%$2.6M$2.5M-$138.0K2026-10-13
Creative Financial Designs Inc
DECREASED31,41134,810-3,399-10%$3.0M$2.4M-$565.2K2026-11-04
Yoder Wealth Management, Inc.
DECREASED31,27132,912-1,641-5%$2.8M$2.4M-$412.0K2026-10-13
Primoris Wealth Advisors, LLC
INCREASED29,70025,818+3,882+15%$2.2M$2.3M+$78.9K2026-10-28
4Wealth Advisors, Inc.
INCREASED29,57121,286+8,285+39%$1.9M$2.3M+$451.9K2026-10-13
Plancorp, LLC
INCREASED29,43422,537+6,897+31%$1.9M$2.4M+$516.5K2026-11-03
Integrity Wealth Partners, LLC
NEW29,425—+29,425——$2.3M—2026-10-14
Genesee Capital Advisors, LLC
INCREASED29,42328,097+1,326+5%$2.4M$2.3M-$139.7K2026-10-20
LifeWealth Investments, LLC
DECREASED29,13182,019-52,888-64%$7.1M$2.3M-$4.8M2026-10-21
Erickson Financial Group, LLC
DECREASED28,78328,805-220%$2.5M$2.2M-$250.6K2026-11-05
BCM Advisors, LLC
DECREASED28,45035,837-7,387-21%$3.0M$2.3M-$655.1K2026-11-03
Clay Northam Wealth Management, LLC
DECREASED28,05528,475-420-1%$2.5M$2.2M-$278.7K2026-10-13
James Investment Research, Inc.
DECREASED26,12829,358-3,230-11%$2.5M$2.0M-$504.9K2026-10-22
Thrivent Financial for Lutherans
INCREASED25,9617,583+18,378+242%$656.0K$2.0M+$1.4M2026-11-05
ShoreHaven Wealth Partners, LLC
INCREASED25,78125,346+435+2%$2.2M$2.0M-$185.2K2026-10-16
Formidable Asset Management, LLC
INCREASED25,52622,712+2,814+12%$2.0M$2.2M+$237.1K2026-11-03
MBA Advisors LLC
INCREASED25,13824,992+146+1%$2.2M$2.0M-$204.6K2026-10-29
Roberts Financial Services LLC
INCREASED25,12815,359+9,769+64%$1.3M$2.0M+$627.1K2026-10-23
Signature Estate & Investment Advisors LLC
INCREASED25,12122,136+2,985+13%$1.9M$2.0M+$40.9K2026-10-13
Titleist Asset Management, LLC
DECREASED24,91135,657-10,746-30%$3.1M$1.9M-$1.1M2026-10-08
Flagstar Securities, Inc
INCREASED24,87317,258+7,615+44%$1.5M$1.9M+$443.2K2026-10-15
Argyle Capital Partners, LLC
INCREASED24,48122,458+2,023+9%$1.9M$1.9M-$36.7K2026-10-23
Cadinha & Co LLC
DECREASED23,88325,559-1,676-7%$2.2M$1.9M-$351.2K2026-10-22
Spectrum Planning & Advisory Services Inc.
INCREASED23,44318,486+4,957+27%$1.6M$1.8M+$225.8K2026-11-05
Apeiron RIA LLC
INCREASED23,3968,734+14,662+168%$754.8K$1.8M+$1.1M2026-10-08
Investment House LLC
NEW23,124—+23,124——$1.8M—2026-10-21
RFG Advisory, LLC
INCREASED22,46911,733+10,736+92%$1.0M$1.7M+$733.7K2026-11-03
Virtue Capital Management, LLC
INCREASED22,20120,339+1,862+9%$1.8M$1.7M-$30.9K2026-10-29
Vise Technologies, Inc.
INCREASED21,90516,114+5,791+36%$1.4M$1.7M+$311.1K2026-10-29
Rakuten Securities, Inc.
INCREASED21,86815,705+6,163+39%$1.4M$1.7M+$343.7K2026-11-02
Hoxton Planning & Management, LLC
INCREASED21,74417,899+3,845+21%$1.5M$1.7M+$144.4K2026-10-15
Christensen, King & Associates Investment Services, Inc.
INCREASED21,41720,245+1,172+6%$1.7M$1.7M-$83.7K2026-10-22
Dynamic Wealth Strategies, LLC
DECREASED21,34222,363-1,021-5%$1.9M$1.7M-$272.6K2026-10-16
Vaquero Private Wealth, LTD
INCREASED21,27020,541+729+4%$1.8M$1.7M-$120.7K2026-10-27
Mariner Investment Group LLC
INCREASED21,07418,080+2,994+17%$1.6M$1.6M+$76.7K2026-11-04
Aurora Private Wealth, Inc.
INCREASED20,75720,713+44+0%$1.8M$1.6K-$1.8M2026-10-20
GAM Holding AG
NEW20,000—+20,000——$1.6M—2026-11-03
Harbor Capital Advisors, Inc.
DECREASED19,89740,373-20,476-51%$3.5M$1.5K-$3.5M2026-10-22
Cornerstone Wealth Management, LLC
INCREASED19,8083,384+16,424+485%$292.4K$1.5M+$1.2M2026-11-04
McAdam, LLC
INCREASED19,73010,718+9,012+84%$926.3K$1.5M+$608.3K2026-10-21
Catalyst Private Wealth, LLC
INCREASED19,3719,674+9,697+100%$836.0K$1.5M+$670.6K2026-10-13
Alterna Wealth Management, Inc
INCREASED19,25315,853+3,400+21%$1.4M$1.5M+$127.4K2026-10-27
Kornitzer Capital Management Inc
INCREASED19,24117,979+1,262+7%$1.6M$1.5M-$57.2K2026-11-03
MGO One Seven LLC
DECREASED18,94619,280-334-2%$1.7M$1.5M-$192.6K2026-10-28
Ritholtz Wealth Management
NEW18,270—+18,270——$1.4M—2026-11-05
Michael J. Porro & Co. Financial Advisors, Inc.
DECREASED18,27021,638-3,368-16%$1.9M$1.4M-$448.9K2026-10-16
Professional Financial Advisors, LLC
INCREASED18,17318,094+79+0%$1.6M$1.4M-$150.2K2026-10-13
Transmarket Holdings LP
NEW18,060—+18,060——$1.4M—2026-10-27
Capital Investment Counsel, Inc
INCREASED18,04517,045+1,000+6%$1.5M$1.4M-$69.5K2026-10-20
Boltwood Capital Management
DECREASED17,70921,439-3,730-17%$1.9M$1.4M-$475.4K2026-10-02
Rooted Wealth Advisors, Inc.
UNCHANGED17,61717,61700%$1.5M$1.5M$02026-11-03
Integrity Advisory Solutions, LLC
INCREASED17,48115,653+1,828+12%$1.4M$1.4M+$6.9K2026-10-29
Goelzer Investment Management, Inc.
INCREASED17,13416,944+190+1%$1.5M$1.3M-$131.6K2026-10-16
Affinity Capital Advisors, LLC
INCREASED17,1259,837+7,288+74%$840.6K$1.3M+$494.8K2026-10-13
Stronghold Wealth Management L.L.C.
INCREASED17,05616,318+738+5%$1.4M$1.3M-$83.6K2026-10-16
Mechanics Bank Trust Department
INCREASED16,90415,594+1,310+8%$1.3M$1.3M-$32.8K2026-10-13
Almanack Investment Partners, Llc.
DECREASED16,78827,129-10,341-38%$2.3M$1.3M-$1.0M2026-11-03
Western Financial Corp
INCREASED16,64016,093+547+3%$1.4M$1.3M-$96.5K2026-10-14
Patton Fund Management, Inc.
NEW16,288—+16,288——$1.3M—2026-10-13
Wolverine Asset Management LLC
INCREASED16,26714,667+1,600+11%$1.3M$1.3M-$2.3K2026-11-02
Narus Financial Partners, LLC
DECREASED16,00517,539-1,534-9%$1.5M$1.2M-$270.9K2026-10-19
Sjbenen Advisory, LLC
DECREASED16,000179,700-163,700-91%$15.5M$1.2M-$14.2M2026-10-19
CFS Investment Advisory Services, LLC
DECREASED15,72018,666-2,946-16%$1.6M$1.2M-$381.3K2026-10-19
Schear Investment Advisers, LLC
NEW15,480—+15,480——$1.2M—2026-10-14
Tempo Wealth, LLC
DECREASED15,48019,633-4,153-21%$1.7M$1.2M-$492.6K2026-10-14
Integrated Advisors Network LLC
DECREASED15,47721,657-6,180-29%$1.9M$1.2M-$667.8K2026-10-20
United Advisor Group, LLC
INCREASED15,41113,226+2,185+17%$1.1M$1.2M+$55.6K2026-11-03
Dynamic Advisor Solutions LLC
DECREASED15,13315,621-488-3%$1.3M$1.2M-$172.9K2026-10-13
Koshinski Asset Management, Inc.
INCREASED14,93913,519+1,420+11%$1.2M$1.2M-$6.3K2026-10-29
Westside Investment Management, Inc.
INCREASED14,65712,773+1,884+15%$1.1M$1.1M+$36.2K2026-11-02
Wealthcare Advisory Partners LLC
DECREASED14,59523,168-8,573-37%$2.0M$1.1M-$867.0K2026-10-21
Matrix Trust Co
UNCHANGED14,41914,41900%$1.2K$1.1K-$1252026-10-07
Apollon Wealth Management, LLC
DECREASED14,06341,787-27,724-66%$3.6M$1.1M-$2.5M2026-10-23
Crescent Grove Advisors, LLC
INCREASED14,02311,561+2,462+21%$999.1K$1.1M+$91.6K2026-10-21
E&G Advisors, LLC
DECREASED13,72914,324-595-4%$1.2M$1.1M-$170.0K2026-10-13
Independence Wealth Advisors, LLC
DECREASED13,57814,135-557-4%$1.2M$1.1M-$165.4K2026-10-29
Roman Butler Fullerton & Co
INCREASED13,5356,367+7,168+113%$534.6K$1.1M+$540.9K2026-10-27
VestGen Advisors, LLC
DECREASED13,52514,741-1,216-8%$1.3M$1.1M-$221.9K2026-10-27
Aurelius Family Office LLC
INCREASED13,4375,969+7,468+125%$515.8K$1.0M+$529.3K2026-10-23
Patton Albertson Miller Group, LLC
UNCHANGED13,34313,34300%$1.2M$1.0M-$115.3K2026-10-26
Choreo, LLC
DECREASED13,08894,199-81,111-86%$8.1M$1.0M-$7.1M2026-10-28
Ashton Thomas Securities, LLC
NEW13,035—+13,035——$994.8K—2026-10-26
Keystone Global Partners, LLC
NEW13,000—+13,000——$1.0K—2026-10-13
Chesley Taft & Associates LLC
INCREASED12,99612,591+405+3%$1.1M$1.0M-$77.3K2026-10-13
Unique Wealth, LLC
INCREASED12,79910,756+2,043+19%$929.5K$995.5K+$66.0K2026-10-16
Accurate Wealth Management, LLC
NEW12,697—+12,697——$995.1K—2026-10-20
SeaCrest Wealth Management, LLC
DECREASED12,67512,684-90%$1.1M$985.9K-$110.3K2026-10-21
Lauer Wealth, LLC
NEW12,528—+12,528——$975.6K—2026-10-13
Hudock, Inc.
INCREASED12,3192,432+9,887+407%$210.2K$958.2K+$748.0K2026-10-14
Summit Financial Consulting LLC
DECREASED12,25712,602-345-3%$1.1M$953.4K-$135.7K2026-10-15
Paragon Capital Management Inc
DECREASED12,20612,301-95-1%$1.1M$949.4K-$113.7K2026-10-15
Etesian Wealth Advisors, Inc.
DECREASED12,05312,660-607-5%$1.1M$937.5K-$156.6K2026-10-27
OAK Family Advisors, LLC
DECREASED12,00412,191-187-2%$1.1M$933.6K-$119.9K2026-10-19
Cdkv Holdings LLC
DECREASED11,98912,065-76-1%$1.0M$932.5K-$110.1K2026-10-28
Lido Advisors, LLC
DECREASED11,945115,022-103,077-90%$9.9M$929.1K-$9.0M2026-11-04
One Way Holdings LLC
DECREASED11,75012,140-390-3%$1.0M$913.9K-$135.2K2026-10-29
Bingham Private Wealth, LLC
INCREASED11,6896,143+5,546+90%$530.9K$909.2K+$378.3K2026-11-05
One Plus One Wealth Management, LLC
NEW11,541—+11,541——$897.7K—2026-10-16
Realta Investment Advisors
INCREASED11,2166,604+4,612+70%$570.7K$872.4K+$301.7K2026-10-14
Security Financial Services, Inc.
DECREASED11,19317,220-6,027-35%$1.5M$870.6K-$617.6K2026-10-29
Juncture Wealth Strategies, LLC
INCREASED11,1677,517+3,650+49%$649.6K$868.6K+$219.0K2026-10-06
Helium Advisors LLC
DECREASED11,14114,506-3,365-23%$1.3M$866.5K-$387.1K2026-10-23
Keybank National Association
INCREASED11,1156,321+4,794+76%$546.3K$864.5K+$318.3K2026-11-04
Cooper Financial Group
DECREASED11,10111,159-58-1%$964.3K$863.4K-$100.9K2026-10-07
Values First Advisors, Inc.
DECREASED11,08625,147-14,061-56%$2.2M$862.3K-$1.3M2026-10-23
Burford Brothers, Inc.
DECREASED11,03911,514-475-4%$995.0K$858.6K-$136.4K2026-10-21
Joseph P. Lucia & Associates, LLC
DECREASED10,68111,651-970-8%$1.0M$830.8K-$176.1K2026-10-30
Avior Wealth Management, LLC
DECREASED10,52912,053-1,524-13%$1.0M$819.0K-$222.6K2026-10-13
United Asset Strategies, Inc.
INCREASED10,20710,126+81+1%$875.1K$793.9K-$81.1K2026-10-28
Capstone Wealth Management Group, LLC
INCREASED10,0356,843+3,192+47%$591.4K$896.8K+$305.4K2026-11-05
Gerber Kawasaki Wealth & Investment Management
DECREASED10,01615,547-5,531-36%$1.3M$779.1K-$564.5K2026-10-29
Compound Planning, Inc.
DECREASED9,95777,034-67,077-87%$6.7M$774.4K-$5.9M2026-11-05
Golden State Wealth Management, LLC
INCREASED9,9342,934+7,000+239%$253.6K$772.7K+$519.1K2026-11-02
Ehrlich Financial Group
DECREASED9,81410,371-557-5%$896.2K$763.3K-$132.9K2026-10-20
Belvedere Trading LLC
DECREASED9,73532,667-22,932-70%$2.8M$757.2K-$2.1M2026-11-05
Daymark Wealth Partners, LLC
INCREASED9,4578,549+908+11%$738.8K$735.6K-$3.2K2026-11-04
Balance Wealth Partners LLC
NEW9,273—+9,273——$721.2K—2026-10-27
Midwest Trust Co
INCREASED9,1859,012+173+2%$778.8K$714.4K-$64.4K2026-10-22
Cyndeo Wealth Partners, LLC
DECREASED9,17812,493-3,315-27%$1.1M$713.8K-$365.8K2026-10-16
Fifth Third Securities, Inc.
INCREASED9,1128,537+575+7%$737.8K$708.8K-$29.0K2026-10-21
Spire Wealth Management
DECREASED9,08010,746-1,666-15%$928.7K$706.3K-$222.4K2026-10-30
EverSource Wealth Advisors, LLC
INCREASED9,0358,724+311+4%$753.9K$702.8K-$51.1K2026-11-04
Silverlake Wealth Management LLC
DECREASED8,99812,507-3,509-28%$1.1M$699.9K-$381.0K2026-10-21
J2 Capital Management Inc
INCREASED8,9648,064+900+11%$696.9K$697.2K+$3572026-10-19
Strategic Blueprint, LLC
DECREASED8,94012,007-3,067-26%$1.0M$695.3K-$342.3K2026-10-22
AlphaCore Capital LLC
INCREASED8,9013,716+5,185+140%$321.1K$692.3K+$371.2K2026-11-04
Targeted Financial Services LLC
NEW8,889—+8,889——$691.4K—2026-10-19
Claro Advisors Inc.
INCREASED8,7318,235+496+6%$711.6K$679.1K-$32.5K2026-11-02
Ascentis Independent Advisors
NEW8,439—+8,439——$656.4K—2026-11-03
Great Hill Capital LLC
INCREASED8,4008,050+350+4%$695.7K$653.4K-$42.3K2026-10-20
Three Seasons Wealth, LLC
INCREASED8,3966,621+1,775+27%$572.2K$653.0K+$80.9K2026-11-03
Spectrum Asset Management, Inc. (NB )
UNCHANGED8,3708,37000%$723.3K$651.0K-$72.3K2026-10-19
Omega Financial Group, LLC
DECREASED8,0129,144-1,132-12%$790.3K$623.2K-$167.1K2026-10-29
HB Wealth Management, LLC
NEW8,002—+8,002——$622.4K—2026-10-23
Gerald Baker Financial Group LLC
INCREASED7,9987,932+66+1%$685.5K$622.1K-$63.4K2026-10-09
Lewis Asset Management, LLC
INCREASED7,9035,408+2,495+46%$467.3K$614.7K+$147.3K2026-10-14
National Wealth Management Group, LLC
INCREASED7,8997,050+849+12%$609.3K$614.4K+$5.1K2026-10-26
Focus Financial Network, Inc.
INCREASED7,8336,094+1,739+29%$526.7K$609.2K+$82.6K2026-10-14
Avidian Wealth Enterprises, LLC
INCREASED7,6547,011+643+9%$605.9K$595.4K-$10.6K2026-10-08
Client 1ST Advisory Group, LLC
INCREASED7,6453,486+4,159+119%$301.3K$594.6K+$293.4K2026-10-19
Embree Financial Group
INCREASED7,5036,240+1,263+20%$539.3K$583.6K+$44.3K2026-10-22
Leo Wealth, LLC
NEW7,494—+7,494——$582.9K—2026-10-26
MH & Associates Securities Management Corp
DECREASED7,4887,537-49-1%$651.3K$582.4K-$68.9K2026-10-30
Global View Capital Management LLC
DECREASED7,3777,685-308-4%$664.1K$573.8K-$90.4K2026-10-28
Navigation Wealth Management, Inc.
INCREASED7,3236,802+521+8%$587.9K$571.6K-$16.3K2026-11-03
Old National Bancorp
DECREASED7,2537,622-369-5%$658.7K$564.1K-$94.6K2026-10-20
Lifetime Wealth Management P.C.
INCREASED7,2187,217+1+0%$623.7K$561.4K-$62.3K2026-10-29
Clear Harbor Asset Management, LLC
INCREASED7,0972,599+4,498+173%$224.6K$552.0K+$327.4K2026-11-05
PFG Advisors
DECREASED7,0707,289-219-3%$629.9K$549.9K-$80.0K2026-10-16
Leisure Capital Management
DECREASED6,9357,212-277-4%$623.3K$539.4K-$83.9K2026-11-03
Evanson Financial, LLC
INCREASED6,8883,830+3,058+80%$331.0K$535.7K+$204.7K2026-10-23
B. Riley Wealth Advisors, Inc.
INCREASED6,8094,861+1,948+40%$425.1K$529.6K+$104.5K2026-10-13
Biltmore Family Office, LLC
INCREASED6,6536,593+60+1%$569.8K$517.5K-$52.3K2026-11-03
MMA Asset Management LLC
UNCHANGED6,6106,61000%$571.2K$514.1K-$57.1K2026-11-02
William John Sempolinski
DECREASED6,46525,480-19,015-75%$2.2M$502.8K-$1.7M2026-10-20
Valtinson Bruner Financial Planning LLC
DECREASED6,37944,404-38,025-86%$3.8M$496.2K-$3.3M2026-11-02
Bluedoor Private Wealth, LLC
UNCHANGED6,2006,20000%$535.8K$482.2K-$53.6K2026-11-05
John W. Brooker & Co., CPAs
INCREASED6,1854,842+1,343+28%$418.5K$481.1K+$62.6K2026-10-21
Elevated Capital Advisors, LLC
DECREASED6,1716,296-125-2%$544.1K$480.0K-$64.1K2026-11-04
Prime Capital Investment Advisors, LLC
DECREASED6,1338,616-2,483-29%$744.6K$477.0K-$267.6K2026-10-20
Symmetry Partners, LLC
INCREASED6,0696,006+63+1%$519.0K$472.0K-$47.0K2026-10-27
North Forty Two & Co.
DECREASED6,0177,217-1,200-17%$623.7K$468.0K-$155.7K2026-10-19
Nkcfo LLC
UNCHANGED6,0006,00000%$519.0K$467.0K-$52.0K2026-11-04
Archford Capital Strategies, LLC
NEW5,967—+5,967——$464.1K—2026-10-19
Regions Financial Corp
INCREASED5,9295,188+741+14%$448.3K$461.2K+$12.8K2026-11-05
Sage Advisory Services, Ltd.Co.
DECREASED5,8826,234-352-6%$539.0K$458.0K-$81.0K2026-10-29
LFG Wealth Partners, LLC
INCREASED5,7603,356+2,404+72%$290.0K$448.0K+$158.0K2026-10-28
Partners Wealth Management, LLC
NEW5,721—+5,721——$445.0K—2026-10-28
Portfolio Resources Advisor Group, Inc.
INCREASED5,5864,981+605+12%$430.5K$434.5K+$4.0K2026-10-20
Texas Bank & Trust Co
NEW5,554—+5,554——$432.0K—2026-11-04
Harbor Investment Advisory, LLC
INCREASED5,47040+5,430+13575%$3.5K$425.5K+$422.0K2026-10-13
PVG Asset Management Corp
NEW5,412—+5,412——$420.9K—2026-10-19
Penbrook Management LLC
DECREASED5,3855,510-125-2%$476.2K$418.8K-$57.3K2026-10-16
Centerline Wealth Advisors, LLC
DECREASED5,25810,506-5,248-50%$907.9K$409.0K-$498.9K2026-10-15
M Holdings Securities, Inc.
NEW5,202—+5,202——$407.0K—2026-11-03
Clear Creek Financial Management, LLC
DECREASED5,1685,303-135-3%$458.3K$402.0K-$56.3K2026-10-28
Sloy Dahl & Holst, LLC
DECREASED5,0355,115-80-2%$442.0K$391.6K-$50.4K2026-10-14
Cypress Capital Group
DECREASED5,00212,500-7,498-60%$1.1M$389.1K-$691.2K2026-11-03
Fragasso Financial Advisors Inc
INCREASED4,9834,906+77+2%$424.0K$388.6K-$35.4K2026-10-13
SimpliFi, Inc.
INCREASED4,9704,914+56+1%$424.7K$386.6K-$38.1K2026-10-28
Signal Advisors Wealth, LLC
DECREASED4,9175,025-108-2%$434.2K$382.5K-$51.8K2026-10-13
Global Wealth Strategies & Associates
DECREASED4,8707,918-3,048-38%$684.2K$378.8K-$305.5K2026-10-02
First Interstate Bank
DECREASED4,8275,702-875-15%$492.8K$375.4K-$117.3K2026-10-23
Private Trust Co NA
DECREASED4,8046,127-1,323-22%$529.5K$373.7K-$155.8K2026-10-20
Heck Capital Advisors, LLC
DECREASED4,53586,049-81,514-95%$7.4M$352.7K-$7.1M2026-10-14
Visionary Wealth Advisors
DECREASED4,4844,635-151-3%$400.5K$348.7K-$51.8K2026-11-04
Tactive Advisors, LLC
DECREASED4,4584,841-383-8%$418.4K$346.7K-$71.7K2026-10-08
Wedgewood Investors Inc
UNCHANGED4,3724,37200%$377.8K$340.1K-$37.8K2026-10-28
First National Trust Co
NEW4,305—+4,305——$334.8K—2026-10-28
StoneX Group Inc.
INCREASED4,2703,751+519+14%$324.2K$332.2K+$8.1K2026-11-03
Americana Partners, LLC
DECREASED4,2274,714-487-10%$407.4K$328.8K-$78.6K2026-10-28
J.W. Cole Advisors, Inc.
DECREASED4,21411,476-7,262-63%$991.8K$327.8K-$664.0K2026-11-05
Garner Asset Management Corp
NEW4,200—+4,200——$343.1K—2026-10-30
Core Wealth Partners LLC
DECREASED4,1864,687-501-11%$405.1K$325.6K-$79.5K2026-11-02
Focused Wealth Management, Inc
NEW4,160—+4,160——$323.6K—2026-10-30
Williams & Novak Wealth Management, LLC
NEW4,143—+4,143——$322.2K—2026-10-09
SteelPeak Wealth, LLC
INCREASED4,1293,786+343+9%$327.2K$321.2K-$6.0K2026-10-16
Novem Group
NEW4,080—+4,080——$317.3K—2026-10-19
Capital Investment Advisors, LLC
INCREASED4,0523,752+300+8%$324.3K$315.2K-$9.1K2026-10-22
Parallel Advisors, LLC
DECREASED4,0234,753-730-15%$410.8K$312.9K-$97.8K2026-11-03
Tucker Asset Management LLC
INCREASED4,0153,941+74+2%$340.6K$312.3K-$28.2K2026-10-29
Sapient Capital LLC
INCREASED4,0083,971+37+1%$343.2K$311.7K-$31.4K2026-10-08
Cresta Advisors, Ltd.
DECREASED4,00011,085-7,085-64%$958.0K$311.1K-$646.8K2026-10-14
Certuity, LLC
INCREASED3,9033,756+147+4%$324.6K$303.6K-$21.0K2026-11-02
Dutch Asset Corp
NEW3,809—+3,809——$296.3K—2026-10-20
Chicago Capital, LLC
UNCHANGED3,8003,80000%$328.4K$295.6K-$32.8K2026-10-13
Cox Capital Mgt LLC
INCREASED3,7863,627+159+4%$313.4K$294.5K-$18.9K2026-10-07
SkyOak Wealth, LLC
DECREASED3,7733,926-153-4%$339.3K$293.5K-$45.8K2026-10-28
B.O.S.S. Retirement Advisors, LLC
INCREASED3,7333,628+105+3%$313.5K$290.4K-$23.2K2026-10-26
Balboa Wealth Partners
INCREASED3,7082,349+1,359+58%$203.0K$288.4K+$85.4K2026-10-20
Huntleigh Advisors, Inc.
NEW3,704—+3,704——$288.1K—2026-11-03
Town Capital LLC
DECREASED3,6856,309-2,624-42%$545.2K$286.6K-$258.6K2026-11-03
Fonville Wealth Management LLC
INCREASED3,6633,122+541+17%$269.8K$284.9K+$15.1K2026-10-28
Avid Wealth Partners LLC
NEW3,599—+3,599——$279.9K—2026-11-03
Mather Group, Llc.
DECREASED3,4684,101-633-15%$354.4K$269.7K-$84.7K2026-10-14
Portside Wealth Group, LLC
INCREASED3,4583,314+144+4%$286.4K$268.9K-$17.5K2026-10-20
Briaud Financial Planning Inc
DECREASED3,4393,977-538-14%$347.3K$269.1K-$78.2K2026-10-20
Commonwealth Financial Services, LLC
DECREASED3,4363,824-388-10%$330.5K$267.3K-$63.2K2026-10-20
Detalus Advisors, LLC
DECREASED3,4304,118-688-17%$355.9K$266.8K-$89.1K2026-10-15
Wormser Freres Gestion
DECREASED3,4044,149-745-18%$354.1K$264.8K-$89.4K2026-10-21
Main Street Group, LTD
DECREASED3,2723,777-505-13%$326.4K$254.5K-$71.9K2026-10-28
Innova Wealth Partners
NEW3,268—+3,268——$254.2K—2026-10-21
Forvis Mazars Wealth Advisors, LLC
NEW3,252—+3,252——$252.9K—2026-10-13
Central Trust Co
DECREASED3,2423,592-350-10%$310.4K$252.2K-$58.3K2026-11-05
Victory Financial Group, LLC
DECREASED3,2128,106-4,894-60%$700.5K$249.8K-$450.7K2026-10-27
Johnson Financial Group, LLC
DECREASED3,1323,638-506-14%$314.4K$243.6K-$70.8K2026-11-03
Cane Capital Partners, LLC
NEW3,125—+3,125——$243.1K—2026-10-23
D.B. Root & Company, LLC
INCREASED3,0672,627+440+17%$227.0K$238.6K+$11.5K2026-11-04
Quest 10 Wealth Builders, Inc.
INCREASED3,0602,946+114+4%$254.6K$238.0K-$16.6K2026-11-02
Asset One Wealth Management LLC
NEW2,998—+2,998——$233.2K—2026-11-02
Citizens Financial Group Inc
DECREASED2,9913,332-341-10%$288.0K$232.6K-$55.3K2026-10-23
Sunpointe, LLC
DECREASED2,98713,440-10,453-78%$1.2M$232.3K-$929.2K2026-10-22
Compass Ion Advisors, LLC
DECREASED2,9703,078-108-4%$266.0K$231.0K-$35.0K2026-10-23
Bryn Mawr Trust Advisors, LLC
DECREASED2,9513,110-159-5%$268.7K$229.5K-$39.2K2026-11-04
Murphy & Mullick Capital Management Corp
INCREASED2,9042,791+113+4%$241.2K$225.8K-$15.3K2026-11-02
Refined Wealth Management
DECREASED2,9022,976-74-2%$257.2K$225.7K-$31.5K2026-10-13
Firethorn Wealth Partners, LLC
DECREASED2,8903,192-302-9%$275.9K$224.8K-$51.1K2026-10-14
Weaver Consulting Group
NEW2,884—+2,884——$224.3K—2026-10-07
Gilpin Wealth Management, LLC
INCREASED2,8682,605+263+10%$225.1K$223.1K-$2.1K2026-10-09
Busey Bank
INCREASED2,8622,835+27+1%$245.0K$222.6K-$22.4K2026-10-26
IMG Wealth Management, Inc.
DECREASED2,8522,892-40-1%$249.9K$221.8K-$28.1K2026-10-27
Facet Wealth, Inc.
DECREASED2,8493,986-1,137-29%$344.5K$221.6K-$122.9K2026-11-04
Cadent Capital Advisors, LLC
INCREASED2,8102,778+32+1%$240.1K$218.6K-$21.5K2026-10-09
Bedminster, LLC
DECREASED2,8003,897-1,097-28%$336.8K$217.8K-$119.0K2026-11-04
Simon Quick Advisors, LLC
UNCHANGED2,7812,78100%$240.3K$216.3K-$24.0K2026-10-26
CRA Financial Services, LLC
NEW2,770—+2,770——$215.5K—2026-10-16
Morton Capital Management LLC
NEW2,770—+2,770——$215.5K—2026-10-23
Pinnacle Wealth Planning Services, Inc.
INCREASED2,7112,511+200+8%$217.0K$210.9K-$6.1K2026-10-27
Klaas Financial Asset Advisors, LLC
DECREASED2,6543,189-535-17%$275.6K$206.4K-$69.2K2026-10-19
Forum Financial Management, LP
NEW2,646—+2,646——$205.8K—2026-10-16
Inman Jager Wealth Management, LLC
NEW2,641—+2,641——$205.4K—2026-11-05
Ascent Group, LLC
DECREASED2,6353,656-1,021-28%$315.9K$205.0K-$111.0K2026-10-30
Altiora Financial Group, LLC
NEW2,631—+2,631——$204.6K—2026-11-04
Pinnacle Bancorp, Inc.
INCREASED2,6242,574+50+2%$222.4K$204.1K-$18.4K2026-10-21
Annex Advisory Services, LLC
DECREASED2,6092,870-261-9%$248.0K$202.9K-$45.1K2026-10-16
NBH Bank
NEW2,608—+2,608——$202.9K—2026-11-05
Canandaigua National Trust Co of Florida
NEW2,600—+2,600——$202.2K—2026-10-07
Guardian Partners Inc.
DECREASED2,5753,175-600-19%$274.4K$200.3K-$74.1K2026-10-21
iA Global Asset Management Inc.
INCREASED2,5232,338+185+8%$202.0K$196-$201.8K2026-10-29
Morling Financial Advisors, LLC
INCREASED2,2012,175+26+1%$188.0K$171.2K-$16.8K2026-10-28
Caldwell Trust Co
INCREASED2,1971,876+321+17%$162.1K$170.9K+$8.8K2026-10-30
Gen-Wealth Partners Inc
INCREASED2,1872,040+147+7%$176.3K$170.1K-$6.2K2026-11-04
Pflug Koory, LLC
UNCHANGED2,1092,10900%$182.3K$164.0K-$18.2K2026-10-26
Kingdom Financial Group Llc.
DECREASED2,1083,976-1,868-47%$343.6K$164.0K-$179.6K2026-11-04
Union Bancaire Privee, UBP SA
UNCHANGED2,0002,00000%$141.4K$130.5K-$10.9K2026-11-04
Maryland Capital Advisors Inc.
UNCHANGED1,7721,77200%$153.1K$137.8K-$15.3K2026-10-15
Blue Trust, Inc.
DECREASED1,7601,999-239-12%$172.8K$136.9K-$35.9K2026-10-15
Lanark Financial, Inc.
INCREASED1,6971,580+117+7%$136.5K$132.0K-$4.6K2026-10-26
Lloyd Advisory Services, Llc.
DECREASED1,5601,665-105-6%$143.9K$121.3K-$22.6K2026-11-02
Larson Financial Group LLC
DECREASED1,5349,171-7,637-83%$792.6K$119.3K-$673.3K2026-11-05
Nfsg Corp
INCREASED1,426839+587+70%$72.5K$110.9K+$38.4K2026-10-15
GK Wealth Management LLC
DECREASED1,3922,877-1,485-52%$248.7K$108.2K-$140.4K2026-10-09
Capital Investment Advisory Services, LLC
INCREASED1,2741,268+6+0%$109.6K$99.1K-$10.5K2026-10-30
Friedenthal Financial
DECREASED1,2312,993-1,762-59%$258.7K$95.7K-$162.9K2026-10-27
Fairscale Capital, LLC
UNCHANGED1,2201,22000%$105.4K$99.8K-$5.6K2026-11-04
Kings Path Partners LLC
DECREASED1,1951,303-108-8%$112.6K$92.9K-$19.7K2026-10-21
Asset Dedication, LLC
INCREASED1,18953+1,136+2143%$4.6K$92.5K+$87.9K2026-11-03
Jacobi Capital Management LLC
NEW1,155—+1,155——$89.8K—2026-11-05
Networth Advisors, LLC
INCREASED1,1471,091+56+5%$94.3K$89.2K-$5.1K2026-11-03
St. Johns Investment Management Company, LLC
NEW1,103—+1,103——$85.8K—2026-10-30
Heritage Family Offices, LLP
NEW1,097—+1,097——$85.3K—2026-11-02
Financial Perspectives, Inc
INCREASED1,0491,037+12+1%$89.7K$81.6K-$8.0K2026-11-03
Finley Financial, LLC
UNCHANGED1,0401,04000%$89.9K$80.8K-$9.1K2026-10-28
Buck Wealth Strategies, LLC
DECREASED1,0261,069-43-4%$92.4K$79.8K-$12.6K2026-10-28
Q Fund Management (Hong Kong) Ltd
UNCHANGED1,0001,00000%$86.4K$77.8K-$8.6K2026-10-14
Chicago Partners Investment Group LLC
NEW998—+998——$81.2K—2026-10-27
Parkside Financial Bank & Trust
UNCHANGED99399300%$85.8K$77.2K-$8.6K2026-10-27
Signature Equity Partners, LLC
INCREASED969657+312+47%$56.8K$75.4K+$18.6K2026-10-29
CX Institutional
DECREASED8851,429-544-38%$123$69-$542026-10-02
Balentine LLC
NEW854—+854——$66.4K—2026-11-03
BankChampaign, National Association
UNCHANGED83883800%$72.4K$65.2K-$7.2K2026-10-19
Bayban
UNCHANGED80480400%$69.5K$69.5K$02026-11-05
Equitec Proprietary Markets, LLC
UNCHANGED80080000%$69.1K$62.2K-$6.9K2026-11-04
Glass Jacobson Investment Advisors llc
DECREASED784826-42-5%$71.4K$61.0K-$10.4K2026-10-26
Evolution Wealth Management Inc.
DECREASED755772-17-2%$66.7K$58.7K-$8.0K2026-10-28
Root Financial Partners, LLC
NEW728—+728——$56.6K—2026-10-21
Pioneer Family Office, LLC
INCREASED690552+138+25%$47.7K$53.7K+$6.0K2026-10-30
Nova Financial LLC
NEW584—+584——$45.4K—2026-11-04
Rossby Financial, LCC
INCREASED570485+85+18%$41.9K$44.3K+$2.4K2026-11-05
Versant Capital Management, Inc
INCREASED56446+518+1126%$4.0K$43.9K+$39.9K2026-10-02
Winthrop Capital Management, LLC
UNCHANGED52452400%$45.0K$40.8K-$4.2K2026-11-05
Financial Consulate, Inc
UNCHANGED50650600%$43.7K$39.4K-$4.4K2026-10-23
Viewpoint Capital Management LLC
UNCHANGED46046000%$39.8K$35.8K-$4.0K2026-10-27
Concord Wealth Partners
DECREASED444888-444-50%$76.7K$34.5K-$42.2K2026-11-02
Clean Yield Group
UNCHANGED44044000%$38.0K$34.2K-$3.8K2026-10-28
Eastern Bank
UNCHANGED42042000%$36.3K$32.7K-$3.6K2026-10-05
Reicon Wealth Advisors, LLC
DECREASED344380-36-9%$32.8K$26.8K-$6.1K2026-11-04
MassMutual Private Wealth & Trust, FSB
UNCHANGED33633600%$29.0K$26.1K-$2.9K2026-10-05
Tounjian Advisory Partners, LLC
INCREASED323319+4+1%$27.6K$25.1K-$2.5K2026-11-04
Key Capital Management, Inc
INCREASED322117+205+175%$10.1K$25.0K+$15.0K2026-11-03
Salomon & Ludwin, LLC
UNCHANGED31431400%$26.9K$24.4K-$2.4K2026-10-29
Tsfg, LLC
INCREASED313310+3+1%$27.0K$24-$27.0K2026-10-23
Pacifica Partners Inc.
UNCHANGED30730700%$26.2K$23.9K-$2.4K2026-10-09
Roxbury Financial LLC
NEW300—+300——$23.3K—2026-10-01
Ascentis Wealth Management, LLC
INCREASED295190+105+55%$16.4K$22.9K+$6.5K2026-11-03
Barrett & Company, Inc.
UNCHANGED28628600%$24.7K$22.2K-$2.5K2026-10-22
Robinson Value Management, Ltd.
DECREASED28340,997-40,714-99%$3.5M$22.0K-$3.5M2026-10-20
Physician Wealth Advisors, Inc.
INCREASED273270+3+1%$23.3K$21.2K-$2.1K2026-10-20
Towne Trust Company, N.a
NEW269—+269——$20.9K—2026-10-28
Signaturefd, LLC
INCREASED264212+52+25%$18.3K$20.5K+$2.2K2026-10-23
Canton Hathaway, LLC
NEW258—+258——$20.1K—2026-10-23
Provident Wealth Management, LLC
DECREASED233466-233-50%$40.3K$18.1K-$22.1K2026-10-20
Southern Michigan Bank & Trust
UNCHANGED23023000%$19.9K$17.9K-$2.0K2026-10-19
Mosley Wealth Management
DECREASED224602-378-63%$52.1K$17.9K-$34.1K2026-10-16
Investors Research Corp
UNCHANGED21721700%$18.8K$16.9K-$1.9K2026-10-07
West Branch Capital LLC
INCREASED215213+2+1%$18.4K$16.7K-$1.6K2026-10-20
Coastline Trust Co
UNCHANGED20720700%$17.9K$16.1K-$1.8K2026-10-01
Peachtree Investment Partners, LLC
UNCHANGED20020000%$17.3K$15.6K-$1.7K2026-11-05
RHL Group, LLC
UNCHANGED18518500%$15.9K$14.4K-$1.5K2026-11-04
Foresight Capital Management Advisors, Inc.
NEW183—+183——$14.2K—2026-10-27
Armstrong Advisory Group, Inc
DECREASED177265-88-33%$22.9K$13.8K-$9.1K2026-10-09
Daytona Street Capital LLC
NEW175—+175——$13.4K—2026-10-15
Hurley Capital, LLC
UNCHANGED16616600%$14.3K$12.9K-$1.4K2026-11-05
Park Edge Advisors, LLC
UNCHANGED16516500%$14.2K$12.8K-$1.4K2026-10-28
Birch Financial Group, LLC
NEW142—+142——$11.0K—2026-10-27
Tradewinds Capital Management, LLC
UNCHANGED14014000%$12.1K$10.9K-$1.2K2026-10-23
Cape Investment Advisory, Inc.
UNCHANGED13613600%$11.8K$10.6K-$1.2K2026-10-13
EPG Wealth Management LLC
DECREASED134142-8-6%$12.3K$10.4K-$1.8K2026-11-03
Toth Financial Advisory Corp
DECREASED1335,201-5,068-97%$449.5K$10.3K-$439.1K2026-10-08
Woodard & Co Asset Management Group Inc
UNCHANGED13213200%$11.4K$10.3K-$1.1K2026-11-03
CKW Financial Group
UNCHANGED11611600%$10.0K$9-$10.0K2026-10-29
Markowski Investments
NEW104—+104——$8.1K—2026-10-30
Edgemoor Investment Advisors, Inc.
NEW104—+104——$8.1K—2026-11-03
Rosenberg Matthew Hamilton
UNCHANGED999900%$8.6K$7.7K-$8562026-10-05
JFS Wealth Advisors, LLC
NEW98—+98——$7.6K—2026-11-03
Cherry Tree Wealth Management, LLC
DECREASED98446-348-78%$38.5K$7.6K-$30.9K2026-10-15
Tompkins Financial Corp
UNCHANGED858500%$7.3K$6.6K-$7352026-10-05
Independence Bank of Kentucky
INCREASED8363+20+32%$5.4K$6.5K+$1.0K2026-10-26
Archer Investment Corp
UNCHANGED797900%$6.8K$6.1K-$6822026-11-05
PayPay Securities Corp
INCREASED7263+9+14%$5.4K$5.6K+$1562026-10-27
Paladin Partners, LLC
UNCHANGED707000%$6.0K$5.4K-$6042026-10-06
Syntax Research, Inc.
UNCHANGED666600%$5.7K$5.1K-$5702026-11-04
Private Wealth Management Group, LLC
NEW63—+63——$4.9K—2026-10-19
Richardson Financial Services Inc.
NEW59—+59——$4.6K—2026-10-30
Dhjj Financial Advisors, Ltd.
DECREASED5570-15-21%$6.1K$4.3K-$1.8K2026-10-23
First Bancorp, Inc
UNCHANGED555500%$4.8K$4.3K-$4752026-10-26
Advanced Asset Management Advisors Inc
INCREASED5025+25+100%$2.2K$3.9K+$1.7K2026-10-20
RMG Wealth Management LLC
UNCHANGED505000%$4.1K$4.1K-$152026-10-26
Transce3nd, LLC
NEW45—+45——$3.6K—2026-10-26
Hilton Head Capital Partners, LLC
UNCHANGED373700%$3.2K$2.9K-$3202026-10-23
GoalVest Advisory LLC
NEW32—+32——$2.5K—2026-10-02
Bfsg, LLC
UNCHANGED282800%$2.4K$2.2K-$2422026-10-30
Nvest Wealth Strategies, Inc.
UNCHANGED272700%$2.3K$2.1K-$2332026-10-14
American Capital Advisory, LLC
NEW24—+24——$1.9K—2026-10-28
High Point Wealth Management, LLC
NEW23—+23——$1.8K—2026-11-05
Cedar Mountain Advisors, LLC
UNCHANGED202000%$1.7K$1.6K-$1722026-10-15
Centerpoint Advisors, LLC
UNCHANGED181800%$2$1-$12026-11-05
Fulcrum Equity Management
DECREASED17219-202-92%$18.9K$1.3K-$17.6K2026-10-21
West Paces Advisors Inc.
UNCHANGED171700%$1.5K$1.3K-$1472026-10-13
Trust Co of Vermont
NEW16—+16——$1.2K—2026-10-21
Birchwood Financial Partners, Inc.
DECREASED1231-19-61%$2.7K$951-$1.7K2026-11-02
Catherine Avery Investment Management LLC
UNCHANGED121200%$1.0K$933-$1042026-10-14
Silver Grove Financial Group, Inc.
UNCHANGED9900%$778$700-$782026-11-05
Comprehensive Financial Planning, Inc.
UNCHANGED8800%$691$622-$692026-10-27
Covestor Ltd
UNCHANGED8800%$1$1$02026-10-30
Signature Resources Capital Management, LLC
DECREASED6171-165-96%$14.8K$467-$14.3K2026-10-16
Retirement Wealth Solutions LLC
UNCHANGED3300%$286$259-$272026-10-07
Indiana Trust & Investment Management Co
UNCHANGED2200%$173$156-$172026-10-22
Prairie Wealth Advisors, Inc.
NEW0—0——$603.6K—2026-10-29
Occidental Asset Management, LLC
CLOSED0183,834-183,834-100%$15.9M$0-$15.9M2026-11-05
Fourpath Capital Management, LLC
CLOSED0163,224-163,224-100%$14.1M$0-$14.1M2026-10-19
Scarborough Advisors, LLC
CLOSED095,968-95,968-100%$8.2M$0-$8.2M2026-10-16
Sierra Ocean, LLC
CLOSED095,871-95,871-100%$8.3M$0-$8.3M2026-11-03
Kaydan Wealth Management, Inc.
CLOSED062,541-62,541-100%$5.4M$0-$5.4M2026-10-08
Summit Securities Group LLC
CLOSED062,200-62,200-100%$5.4M$0-$5.4M2026-11-05
Eddie Patel Inc
CLOSED052,652-52,652-100%$4.6M$0-$4.6M2026-11-02
CVS Health Corp
CLOSED050,000-50,000-100%$4.3M$0-$4.3M2026-11-05
Matauro, LLC
CLOSED046,631-46,631-100%$4.0M$0-$4.0M2026-11-03
Ferguson Shapiro LLC
CLOSED037,900-37,900-100%$3.3M$0-$3.3M2026-10-16
AK Global Asset Management, LLC
CLOSED026,200-26,200-100%$2.3M$0-$2.3M2026-10-27
Lake Street Private Wealth, LLC
CLOSED025,848-25,848-100%$2.2M$0-$2.2M2026-10-22
FDx Advisors, Inc.
CLOSED023,835-23,835-100%$2.1M$0-$2.1M2026-11-05
Surience Private Wealth LLC
CLOSED020,801-20,801-100%$1.8M$0-$1.8M2026-10-16
Beam Wealth Advisors, Inc.
CLOSED017,474-17,474-100%$1.5M$0-$1.5M2026-11-03
State of New Jersey Common Pension Fund D
CLOSED015,000-15,000-100%$1.3M$0-$1.3M2026-11-05
Haven Private, LLC
CLOSED012,016-12,016-100%$1.0M$0-$1.0M2026-10-27
Websterrogers Financial Advisors, LLC
CLOSED011,420-11,420-100%$986.9K$0-$986.9K2026-11-02
True North Advisors, LLC
CLOSED010,697-10,697-100%$924.5K$0-$924.5K2026-10-22
Intrua Financial, LLC
CLOSED09,830-9,830-100%$849.5K$0-$849.5K2026-10-28
Islay Capital Management, LLC
CLOSED08,707-8,707-100%$752.5K$0-$752.5K2026-10-20
Dymon Asia Capital (Singapore) Pte. Ltd.
CLOSED08,434-8,434-100%$728.9K$0-$728.9K2026-11-04
Optivise Advisory Services LLC
CLOSED07,065-7,065-100%$610.6K$0-$610.6K2026-10-19
Wespac Advisors, LLC
CLOSED06,844-6,844-100%$591.5K$0-$591.5K2026-10-26
Aprio Wealth Management, LLC
CLOSED06,308-6,308-100%$545.2K$0-$545.2K2026-10-28
Lodestar Private Asset Management LLC
CLOSED06,184-6,184-100%$534.4K$0-$534.4K2026-10-26
Vanguard Capital Wealth Advisors
CLOSED06,094-6,094-100%$526.6K$0-$526.6K2026-10-16
Gilman Hill Asset Management, LLC
CLOSED05,750-5,750-100%$496.9K$0-$496.9K2026-10-13
Saxon Interests, Inc.
CLOSED05,719-5,719-100%$494.2K$0-$494.2K2026-10-26
Axim Planning & Wealth
CLOSED05,343-5,343-100%$461.7K$0-$461.7K2026-10-28
Patten Group, Inc.
CLOSED05,036-5,036-100%$435.2K$0-$435.2K2026-10-26
Founders Financial Securities LLC
CLOSED04,952-4,952-100%$428.0K$0-$428.0K2026-10-28
Zega Investments, LLC
CLOSED04,453-4,453-100%$384.8K$0-$384.8K2026-11-04
Consolidated Capital Management, LLC
CLOSED04,094-4,094-100%$353.8K$0-$353.8K2026-10-13
Allspring Global Investments Holdings, LLC
CLOSED04,051-4,051-100%$350.1K$0-$350.1K2026-11-04
Ballast Rock Private Wealth LLC
CLOSED03,470-3,470-100%$299.9K$0-$299.9K2026-10-26
Stone House Investment Management, LLC
CLOSED03,321-3,321-100%$287.0K$0-$287.0K2026-10-23
Watershed Private Wealth LLC
CLOSED03,257-3,257-100%$281.5K$0-$281.5K2026-10-30
Howard Bailey Securities, LLC
CLOSED03,139-3,139-100%$271.3K$0-$271.3K2026-10-27
Robertson Stephens Wealth Management, LLC
CLOSED03,089-3,089-100%$266.9K$0-$266.9K2026-10-16
Magnus Financial Group LLC
CLOSED03,024-3,024-100%$261.4K$0-$261.4K2026-10-21
McNaughton Wealth Management, LLC
CLOSED02,987-2,987-100%$258.1K$0-$258.1K2026-10-09
Maia Wealth LLC
CLOSED02,881-2,881-100%$248.9K$0-$248.9K2026-10-19
Entrewealth, LLC
CLOSED02,854-2,854-100%$235.5K$0-$235.5K2026-10-14
World Equity Group, Inc.
CLOSED02,830-2,830-100%$244.9K$0-$244.9K2026-10-14
Hazlett, Burt & Watson, Inc.
CLOSED02,608-2,608-100%$225.0K$0-$225.0K2026-11-04
Lantern Wealth Advisors, LLC
CLOSED02,576-2,576-100%$222.6K$0-$222.6K2026-10-22
Walser Wealth Management Company, A Ltd Liability Co
CLOSED02,567-2,567-100%$221.9K$0-$221.9K2026-10-15
Stonebridge Financial Group, LLC
CLOSED02,500-2,500-100%$216.1K$0-$216.1K2026-10-01
Twele Capital Management, Inc.
CLOSED02,411-2,411-100%$208.4K$0-$208.4K2026-10-13
NWF Advisory Services Inc.
CLOSED02,370-2,370-100%$204.8K$0-$204.8K2026-10-19
Davidson Trust Co
CLOSED02,344-2,344-100%$202.6K$0-$202.6K2026-10-09
International Assets Investment Management, LLC
CLOSED01,516-1,516-100%$129.7K$0-$129.7K2026-11-02
AdvisorNet Financial, Inc
CLOSED01,205-1,205-100%$104.2K$0-$104.2K2026-10-15
Reyes Financial Architecture, Inc.
CLOSED01,033-1,033-100%$89.3K$0-$89.3K2026-10-22
GFS Advisors, LLC
CLOSED01,010-1,010-100%$205.3K$0-$205.3K2026-11-03
Angeles Wealth Management, LLC
CLOSED0800-800-100%$69.1K$0-$69.1K2026-10-26
Cornerstone Planning Group LLC
CLOSED0615-615-100%$51.3K$0-$51.3K2026-10-16
Bokf, NA
CLOSED0365-365-100%$31.5K$0-$31.5K2026-10-27
Horizon Financial Services, LLC
CLOSED0202-202-100%$17.5K$0-$17.5K2026-11-04
Cardinal Strategic Wealth Guidance
CLOSED0194-194-100%$16.8K$0-$16.8K2026-11-02
Robinswood Financial LLC
CLOSED094-94-100%$8.1K$0-$8.1K2026-10-20
Montag A & Associates Inc
CLOSED093-93-100%$8.0K$0-$8.0K2026-10-29
Virginia Estate & Retirement Planning Advisors Inc.
CLOSED090-90-100%$14.1K$0-$14.1K2026-10-14
SYM Financial Corp
CLOSED075-75-100%$6.5K$0-$6.5K2026-10-26
Olistico Wealth, LLC
CLOSED070-70-100%$6.0K$0-$6.0K2026-10-05
Gill Capital Partners, LLC
CLOSED056-56-100%$4.8K$0-$4.8K2026-10-13
Country Trust Bank
CLOSED033-33-100%$2.9K$0-$2.9K2026-10-30
LifeSteps Financial, Inc.
CLOSED028-28-100%$2.4K$0-$2.4K2026-10-15
James T. Borello RIA
CLOSED025-25-100%$2.2K$0-$2.2K2026-10-16
NorthAvenue LLC
CLOSED024-24-100%$2.1K$0-$2.1K2026-10-29
Wagner Wealth Management, LLC
CLOSED024-24-100%$2.1K$0-$2.1K2026-10-21
Hanson & Doremus Investment Management
CLOSED018-18-100%$2$0-$22026-10-16
Investment Research & Advisory Group, Inc.
CLOSED012-12-100%$1.0K$0-$1.0K2026-10-19
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED010-10-100%$864$0-$8642026-10-14
Avion Wealth
CLOSED06-6-100%$0$0$02026-11-04
Sage Mountain Advisors LLC
CLOSED01-1-100%$86$0-$862026-11-02
Hoese & Co LLP
CLOSED01-1-100%$86$0-$862026-10-21
Illumine Investment Management, LLC
UNCHANGED000—$2.2M$2.0M-$188.0K2026-10-22
Bank of America Corp
N/A—68,394,742-68,394,742-100%$5.9B———
Northwestern Mutual Wealth Management Co
N/A—38,995,705-38,995,705-100%$3.4B———
BlackRock, Inc.
N/A—29,706,461-29,706,461-100%$2.6B———
Rafferty Asset Management, LLC
N/A—17,250,388-17,250,388-100%$1.5B———
Bank of Montreal
N/A—16,438,341-16,438,341-100%$1.4B———
Morgan Stanley
N/A—12,254,308-12,254,308-100%$1.1B———
UBS Group AG
N/A—11,187,925-11,187,925-100%$966.9M———
Jane Street Group, LLC
N/A—8,095,965-8,095,965-100%$699.7M———
Barclays PLC
N/A—7,152,100-7,152,100-100%$618.1M———
JPMorgan Chase & Co
N/A—7,071,064-7,071,064-100%$618.4M———
Susquehanna International Group, LLP
N/A—7,029,264-7,029,264-100%$607.5M———
LPL Financial LLC
N/A—5,730,964-5,730,964-100%$495.3M———
Envestnet Asset Management Inc
N/A—5,550,822-5,550,822-100%$479.7M———
Wells Fargo & Company
N/A—4,621,340-4,621,340-100%$399.4M———
Raymond James Financial Inc
N/A—3,749,415-3,749,415-100%$324.0M———
Alliancebernstein L.P.
N/A—3,153,761-3,153,761-100%$273.4M———
Northwestern Mutual Investment Management Company, LLC
N/A—2,913,600-2,913,600-100%$251.8M———
Harvest Portfolios Group Inc.
N/A—2,503,691-2,503,691-100%$216.4M———
Stifel Financial Corp
N/A—2,330,705-2,330,705-100%$201.4M———
Royal Bank of Canada
N/A—2,323,217-2,323,217-100%$200.8M———
Hantz Financial Services, Inc.
N/A—2,290,733-2,290,733-100%$198.0M———
Janney Montgomery Scott LLC
N/A—2,169,014-2,169,014-100%$187.4M———
Ameriprise Financial Inc
N/A—1,849,593-1,849,593-100%$160.0M———
Millennium Management LLC
N/A—1,806,952-1,806,952-100%$156.2M———
Citadel Advisors LLC
N/A—1,504,923-1,504,923-100%$130.1M———
BNP Paribas Financial Markets
N/A—1,338,006-1,338,006-100%$115.6M———
Manufacturers Life Insurance Company, the
N/A—1,311,965-1,311,965-100%$51.4M———
Squarepoint Ops LLC
N/A—1,243,849-1,243,849-100%$107.5M———
Hamilton Capital Partners Inc.
N/A—1,202,835-1,202,835-100%$103.9M———
Landscape Capital Management, L.L.C.
N/A—1,182,793-1,182,793-100%$102.2M———
Rockefeller Capital Management L.P.
N/A—1,130,282-1,130,282-100%$97.7M———
Goldman Sachs Group Inc
N/A—1,105,298-1,105,298-100%$95.5M———
HSBC Holdings PLC
N/A—1,072,991-1,072,991-100%$92.8M———
HighTower Advisors, LLC
N/A—1,052,408-1,052,408-100%$90.9M———
Toronto Dominion Bank
N/A—993,581-993,581-100%$85.9M———
Peak6 LLC
N/A—957,831-957,831-100%$82.8M———
Osaic Holdings, Inc.
N/A—946,848-946,848-100%$81.9M———
Cetera Investment Advisers
N/A—916,717-916,717-100%$79.2M———
Karpus Management, Inc.
N/A—882,953-882,953-100%$76.3M———
Ally Financial Inc.
N/A—873,000-873,000-100%$75.4M———
Disciplina Capital Management LLC
N/A—838,458-838,458-100%$72.5M———
Old Mission Capital LLC
N/A—798,261-798,261-100%$69.0M———
Victory Capital Management Inc
N/A—787,888-787,888-100%$68.1M———
State Street Corp
N/A—739,553-739,553-100%$63.9M———
Envestnet Portfolio Solutions, Inc.
N/A—685,649-685,649-100%$59.3M———
Quadrature Capital Ltd
N/A—636,290-636,290-100%$55.0M———
Moore Capital Management, LP
N/A—555,000-555,000-100%$48.0M———
AlTi Global, Inc.
N/A—553,585-553,585-100%$47.9M———
IHT Wealth Management, LLC
N/A—496,288-496,288-100%$42.9M———
Rock Creek Group LLC
N/A—496,137-496,137-100%$42.9M———
Alkeon Capital Management LLC
N/A—463,000-463,000-100%$40.0M———
Granite Bay Wealth Management, LLC
N/A—448,018-448,018-100%$38.7M———
Jones Financial Companies Lllp
N/A—405,680-405,680-100%$35.4M———
WS Management Lllp
N/A—400,000-400,000-100%$34.6M———
Marshall Wace, LLP
N/A—378,973-378,973-100%$32.8M———
Schonfeld Strategic Advisors LLC
N/A—372,081-372,081-100%$32.2M———
National Bank of Canada
N/A—368,902-368,902-100%$31.9M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—352,426-352,426-100%$30.4M———
Marex Group Ltd
N/A—352,364-352,364-100%$30.5M———
MML Investors Services, LLC
N/A—343,064-343,064-100%$29.6M———
Vestmark Advisory Solutions, Inc.
N/A—333,917-333,917-100%$28.9M———
Verition Fund Management LLC
N/A—330,691-330,691-100%$28.6M———
Brevan Howard Capital Management LP
N/A—323,830-323,830-100%$28.0M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—317,312-317,312-100%$27.4M———
Meeder Asset Management Inc
N/A—313,274-313,274-100%$27.1M———
PNC Financial Services Group, Inc.
N/A—295,720-295,720-100%$25.6M———
Dakota Wealth Management
N/A—293,538-293,538-100%$25.4M———
Sumitomo Mitsui Financial Group, Inc.
N/A—292,387-292,387-100%$25.3M———
Merit Financial Group, LLC
N/A—289,543-289,543-100%$25.0M———
Cadence Wealth Management LLC
N/A—288,384-288,384-100%$24.9M———
Gould Asset Management LLC
N/A—276,417-276,417-100%$23.9M———
Insight 2811, Inc.
N/A—270,842-270,842-100%$23.4M———
DV Trading LLC
N/A—249,520-249,520-100%$21.5M———
Scopus Asset Management, L.P.
N/A—246,549-246,549-100%$21.3M———
Composition Wealth, LLC
N/A—226,306-226,306-100%$19.6M———
Osborne Partners Capital Management, LLC
N/A—225,391-225,391-100%$19.5M———
Two Sigma Investments, LP
N/A—224,469-224,469-100%$19.4M———
Mercer Global Advisors Inc
N/A—223,136-223,136-100%$19.3M———
Centaurus Financial, Inc.
N/A—222,290-222,290-100%$19.2M———
CIBC World Market Inc.
N/A—222,142-222,142-100%$19.2M———
Wealthfront Advisers LLC
N/A—214,616-214,616-100%$18.5M———
Wealthspire Advisors, LLC
N/A—212,714-212,714-100%$18.4M———
Savant Capital, LLC
N/A—208,900-208,900-100%$17.3M———
Private Advisor Group, LLC
N/A—204,141-204,141-100%$17.6M———
Parallax Volatility Advisers, L.P.
N/A—199,806-199,806-100%$17.3M———
Headlands Technologies LLC
N/A—195,674-195,674-100%$16.9M———
Mariner, LLC
N/A—190,633-190,633-100%$16.5M———
&partners
N/A—189,343-189,343-100%$15.3M———
Edgestream Partners, L.P.
N/A—188,006-188,006-100%$16.2M———
Horizon Investments, LLC
N/A—186,927-186,927-100%$16.0M———
Man Group plc
N/A—186,346-186,346-100%$16.1M———
Sanctuary Advisors, LLC
N/A—186,047-186,047-100%$16.1M———
Clarity Financial LLC
N/A—184,656-184,656-100%$16.0M———
Steward Partners Investment Advisory, LLC
N/A—183,826-183,826-100%$15.9M———
SG Americas Securities, LLC
N/A—181,396-181,396-100%$15.7M———
Quinn Opportunity Partners LLC
N/A—176,883-176,883-100%$15.3M———
Stevens Capital Management LP
N/A—172,600-172,600-100%$14.9M———
TCM Advisors, LLC
N/A—169,012-169,012-100%$14.6M———
Cavalier Investments, LLC
N/A—166,457-166,457-100%$14.4M———
Qube Research & Technologies Ltd
N/A—164,793-164,793-100%$14.2M———
Renaissance Technologies LLC
N/A—161,086-161,086-100%$13.9M———
Kingsview Wealth Management, LLC
N/A—159,409-159,409-100%$13.8M———
Marino Management, LLC
N/A—154,653-154,653-100%$13.5M———
Advisory Services Network, LLC
N/A—148,536-148,536-100%$12.8M———
Wealth Management Associates, Inc.
N/A—147,990-147,990-100%$12.8M———
U S Wealth Group, Llc.
N/A—145,874-145,874-100%$12.6M———
OneDigital Investment Advisors LLC
N/A—145,095-145,095-100%$12.5M———
University of Illinois Foundation
N/A—143,761-143,761-100%$12.4M———
Jump Financial, LLC
N/A—141,661-141,661-100%$12.2M———
SlateStone Wealth, LLC
N/A—139,467-139,467-100%$12.1M———
Granby Capital Management, LLC
N/A—138,000-138,000-100%$11.9M———
Castleark Management LLC
N/A—137,270-137,270-100%$11.9M———
Banco Santander, S.A.
N/A—135,280-135,280-100%$11.7M———
Richard W. Paul & Associates, LLC
N/A—134,132-134,132-100%$11.6M———
Walleye Trading LLC
N/A—133,810-133,810-100%$11.6M———
NewEdge Advisors, LLC
N/A—132,273-132,273-100%$11.4M———
FPC Investment Advisory, Inc.
N/A—127,051-127,051-100%$10.7M———
Itau Unibanco Holding S.A.
N/A—126,000-126,000-100%$10.9M———
Alerus Financial NA
N/A—114,239-114,239-100%$9.9M———
Stratos Wealth Partners, Ltd.
N/A—113,947-113,947-100%$9.8M———
Kiker Wealth Management, LLC
N/A—113,384-113,384-100%$9.8M———
Equitable Holdings, Inc.
N/A—112,165-112,165-100%$9.7M———
MAI Capital Management
N/A—110,109-110,109-100%$9.5M———
Arax Advisory Partners
N/A—108,221-108,221-100%$9.4M———
Cinctive Capital Management LP
N/A—106,550-106,550-100%$9.2M———
AE Wealth Management LLC
N/A—102,119-102,119-100%$8.8M———
Checchi Capital Advisers, LLC
N/A—101,950-101,950-100%$8.8M———
Credit Agricole S A
N/A—101,853-101,853-100%$8.8M———
Basswood Capital Management, L.L.C.
N/A—96,154-96,154-100%$8.3M———
ExodusPoint Capital Management, LP
N/A—93,862-93,862-100%$8.1M———
Independent Advisor Alliance
N/A—92,633-92,633-100%$8.0M———
Financial Engines Advisors L.L.C.
N/A—90,578-90,578-100%$7.8M———
Empowered Funds, LLC
N/A—90,382-90,382-100%$7.8M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—89,461-89,461-100%$7.7M———
Bulltick Wealth Management, LLC
N/A—88,985-88,985-100%$7.7M———
Point72 Asset Management, L.P.
N/A—86,078-86,078-100%$7.4M———
UBS Asset Management Americas LLC
N/A—85,961-85,961-100%$7.4M———
Cerity Partners LLC
N/A—85,889-85,889-100%$7.4M———
CI Investments Inc.
N/A—81,787-81,787-100%$7.1M———
Franklin Resources Inc
N/A—80,882-80,882-100%$7.0M———
Advisors Preferred, LLC
N/A—80,608-80,608-100%$6.9M———
Berkeley Capital Partners, LLC
N/A—80,150-80,150-100%$6.9M———
Interactive Financial Advisors, Inc.
N/A—79,099-79,099-100%$6.8M———
Pallas Capital Advisors LLC
N/A—78,985-78,985-100%$6.8M———
Arkadios Wealth Advisors
N/A—76,703-76,703-100%$6.6M———
Tidal Investments LLC
N/A—76,413-76,413-100%$6.6M———
Custos Family Office, LLC
N/A—76,217-76,217-100%$6.6M———
Coastal Bridge Advisors, LLC
N/A—75,471-75,471-100%$6.5M———
Huntington National Bank
N/A—73,194-73,194-100%$6.3M———
Captrust Financial Advisors
N/A—72,865-72,865-100%$6.3M———
Hilltop Holdings Inc.
N/A—72,104-72,104-100%$6.2M———
Graham Capital Management, L.P.
N/A—72,000-72,000-100%$6.2M———
Avos Capital Management, LLC
N/A—71,325-71,325-100%$6.2M———
Joule Financial, LLC
N/A—69,761-69,761-100%$6.0M———
Okabena Investment Services Inc
N/A—69,412-69,412-100%$6.0M———
Stephens Inc
N/A—68,961-68,961-100%$6.0M———
Harbour Investments, Inc.
N/A—68,701-68,701-100%$5.9M———
RIK Saylor Financial, Inc.
N/A—66,584-66,584-100%$5.8M———
Group One Trading LLC
N/A—64,730-64,730-100%$5.6M———
Integrated Wealth Concepts LLC
N/A—61,871-61,871-100%$5.3M———
Dorsey & Whitney Trust Co LLC
N/A—61,628-61,628-100%$5.3M———
Natixis
N/A—61,318-61,318-100%$5.3M———
CreativeOne Wealth, LLC
N/A—60,843-60,843-100%$5.3M———
Tudor Investment Corp ET AL
N/A—60,824-60,824-100%$5.3M———
Pinnacle Financial Partners, Inc.
N/A—60,221-60,221-100%$5.2M———
Galaxy Digital Inc.
N/A—60,000-60,000-100%$5.2M———
Scotia Capital Inc.
N/A—58,240-58,240-100%$5.0M———
Fortis Group Advisors, LLC
N/A—56,218-56,218-100%$4.9M———
Measured Wealth Private Client Group, LLC
N/A—54,219-54,219-100%$4.7M———
Capitolis Liquid Global Markets LLC
N/A—53,890-53,890-100%$4.7M———
Foundations Investment Advisors, LLC
N/A—48,351-48,351-100%$4.2M———
Global Retirement Partners, LLC
N/A—45,337-45,337-100%$3.9M———
Gladstone Institutional Advisory LLC
N/A—45,209-45,209-100%$3.9M———
First Trust Advisors LP
N/A—45,147-45,147-100%$3.9M———
Purpose Unlimited Inc.
N/A—44,378-44,378-100%$3.8M———
Fisher Asset Management, LLC
N/A—44,294-44,294-100%$3.8M———
Cary Street Partners Investment Advisory LLC
N/A—42,282-42,282-100%$3.7M———
Sfmg, LLC
N/A—42,033-42,033-100%$3.6M———
Bleakley Financial Group, LLC
N/A—41,955-41,955-100%$3.6M———
Summit Financial, LLC
N/A—41,346-41,346-100%$3.6M———
Lighthouse Investment Partners, LLC
N/A—40,848-40,848-100%$3.5M———
Baird Financial Group, Inc.
N/A—40,043-40,043-100%$3.5M———
TD Asset Management Inc
N/A—39,904-39,904-100%$3.4M———
Geneos Wealth Management Inc.
N/A—39,757-39,757-100%$3.4M———
Ascent Advisors, LLC
N/A—39,230-39,230-100%$3.4M———
Crabel Capital Management, LLC
N/A—38,914-38,914-100%$3.4M———
Lazard Asset Management LLC
N/A—38,416-38,416-100%$3.3M———
Kiley Juergens Wealth Management, LLC
N/A—36,763-36,763-100%$3.2M———
GeoWealth Management, LLC
N/A—36,501-36,501-100%$3.2M———
Shenkman Capital Management Inc
N/A—36,435-36,435-100%$4.5M———
Waverly Advisors, LLC
N/A—36,173-36,173-100%$3.1M———
HighMark Wealth Management LLC
N/A—36,113-36,113-100%$3.1M———
WJ Financial Advisors LLC
N/A—36,023-36,023-100%$3.1M———
Focus Partners Wealth
N/A—34,399-34,399-100%$3.0M———
XTX Topco Ltd
N/A—33,836-33,836-100%$2.9M———
Insigneo Advisory Services, LLC
N/A—33,092-33,092-100%$2.9M———
Perennial Investment Advisors, LLC
N/A—32,836-32,836-100%$2.8M———
O'shaughnessy Asset Management, LLC
N/A—32,250-32,250-100%$2.8M———
NorthCoast Asset Management LLC
N/A—31,925-31,925-100%$2.8M———
Investors Portfolio Services LLC
N/A—31,701-31,701-100%$2.7M———
Wealthspire Retirement, LLC
N/A—31,287-31,287-100%$2.6M———
Beacon Pointe Advisors, LLC
N/A—31,242-31,242-100%$2.7M———
BFC Planning, Inc.
N/A—31,241-31,241-100%$2.7M———
Federation des caisses Desjardins du Quebec
N/A—31,017-31,017-100%$2.7M———
Voya Financial Advisors, Inc.
N/A—31,010-31,010-100%$2.7M———
Tortoise Investment Management, LLC
N/A—30,520-30,520-100%$2.6M———
PMV Capital Advisers, LLC
N/A—30,288-30,288-100%$2.6M———
Panoramic Investment Advisors, LLC
N/A—29,403-29,403-100%$2.5M———
Everest Financial Group LLC
N/A—28,813-28,813-100%$2.5M———
Bank of Nova Scotia
N/A—28,276-28,276-100%$2.4M———
Orion Porfolio Solutions, LLC
N/A—27,908-27,908-100%$2.4M———
EQ LLC
N/A—27,827-27,827-100%$2.4M———
TRU Independence Asset Management 2, LLC
N/A—27,402-27,402-100%$2.4M———
Benjamin Edwards Inc
N/A—26,482-26,482-100%$2.3M———
Providence Capital Advisors, LLC
N/A—26,278-26,278-100%$2.3M———
FMR LLC
N/A—25,863-25,863-100%$2.2M———
Modern Wealth Management, LLC
N/A—25,501-25,501-100%$2.2M———
Fidelis Capital Partners, LLC
N/A—25,379-25,379-100%$2.2M———
MA Private Wealth
N/A—25,017-25,017-100%$2.2M———
Level Four Advisory Services, LLC
N/A—24,663-24,663-100%$2.1M———
PFG Investments, LLC
N/A—24,173-24,173-100%$2.1M———
Northern Trust Corp
N/A—24,118-24,118-100%$2.1M———
Redwood Investment Management, LLC
N/A—23,874-23,874-100%$2.1M———
Camarda Financial Advisors, LLC
N/A—23,513-23,513-100%$2.0M———
Unifi Asset Management LP
N/A—23,070-23,070-100%$2.0M———
Keel Point, LLC
N/A—22,843-22,843-100%$2.0M———
Money Concepts Capital Corp
N/A—22,659-22,659-100%$2.0M———
Yukon Wealth Management, Inc.
N/A—22,455-22,455-100%$1.9M———
Natixis Advisors, LLC
N/A—21,847-21,847-100%$1.9M———
NewEdge Wealth, LLC
N/A—21,584-21,584-100%$1.9M———
Delos Wealth Advisors, LLC
N/A—21,468-21,468-100%$1.9M———
Alethea Capital Management, LLC
N/A—21,276-21,276-100%$1.8M———
Great Valley Advisor Group, Inc.
N/A—21,273-21,273-100%$1.8M———
Silver OAK Securities, Incorporated
N/A—20,620-20,620-100%$1.8M———
Empirical Asset Management, LLC
N/A—20,318-20,318-100%$1.8M———
American Alpha Advisors, LLC
N/A—20,294-20,294-100%$1.8M———
Neuberger Berman Group LLC
N/A—19,582-19,582-100%$1.7M———
Nwam LLC
N/A—19,123-19,123-100%$1.7M———
Hirtle & Co., LLC
N/A—19,055-19,055-100%$1.6M———
Mutual Advisors, LLC
N/A—19,049-19,049-100%$1.6M———
Valtrion Capital Management, LLC
N/A—18,897-18,897-100%$1.6M———
World Investment Advisors
N/A—18,798-18,798-100%$1.6M———
Shay Capital LLC
N/A—18,716-18,716-100%$1.6M———
RiverFront Investment Group, LLC
N/A—18,549-18,549-100%$1.6M———
WealthShield Partners, LLC
N/A—18,351-18,351-100%$1.6M———
Prudential PLC
N/A—18,263-18,263-100%$1.6M———
Generation Capital Management LLC
N/A—18,205-18,205-100%$1.6M———
NerdWallet Wealth Partners, LLC
N/A—17,924-17,924-100%$1.5M———
Ravenstone Capital Management Inc.
N/A—17,766-17,766-100%$1.5M———
HighPoint Advisor Group LLC
N/A—17,437-17,437-100%$1.5M———
Regal Investment Advisors LLC
N/A—17,310-17,310-100%$1.5M———
Palogic Value Management, L.P.
N/A—17,300-17,300-100%$1.5M———
Quotient Wealth Partners, LLC
N/A—17,191-17,191-100%$1.5M———
RPg Family Wealth Advisory, LLC
N/A—16,747-16,747-100%$1.4M———
Sharpepoint LLC
N/A—16,238-16,238-100%$1.4M———
Arete Wealth Advisors, LLC
N/A—16,062-16,062-100%$1.4M———
V2 Financial group LLC
N/A—15,583-15,583-100%$1.3M———
RED Reef Advisors LLC
N/A—15,496-15,496-100%$1.3M———
Risk Paradigm Group, LLC
N/A—14,887-14,887-100%$1.3M———
J. Goldman & Co LP
N/A—14,604-14,604-100%$1.3M———
Savvy Advisors, Inc.
N/A—14,591-14,591-100%$1.3M———
Second Half Financial Partners, LLC
N/A—14,370-14,370-100%$1.2M———
Blair William & Co
N/A—14,020-14,020-100%$1.2M———
5T Wealth, LLC
N/A—13,940-13,940-100%$1.2M———
CCG Wealth Management, LLC
N/A—13,458-13,458-100%$1.2M———
Van Hulzen Asset Management, LLC
N/A—13,452-13,452-100%$1.2M———
Stansberry Asset Management, LLC
N/A—13,445-13,445-100%$1.2M———
Peregrine Asset Advisers, Inc.
N/A—13,254-13,254-100%$1.1M———
Migdal Insurance & Financial Holdings Ltd.
N/A—13,003-13,003-100%$1.1M———
WCG Wealth Advisors LLC
N/A—12,516-12,516-100%$1.1M———
Advyzon Investment Management, LLC
N/A—12,375-12,375-100%$1.1M———
Tiaa Trust, National Association
N/A—12,232-12,232-100%$1.1M———
Hollencrest Capital Management
N/A—12,186-12,186-100%$1.1M———
National Philanthropic Trust
N/A—12,132-12,132-100%$1.0M———
Prelude Capital Management, LLC
N/A—11,970-11,970-100%$1.0M———
Moors & Cabot, Inc.
N/A—11,655-11,655-100%$1.0M———
EP Wealth Advisors, LLC
N/A—11,651-11,651-100%$1.0M———
Invictus Private Wealth, LLC
N/A—11,172-11,172-100%$965.5K———
Beto Financial Group, LLC
N/A—11,024-11,024-100%$924.8K———
Cresset Asset Management, LLC
N/A—11,008-11,008-100%$951.3K———
Kovack Advisors, Inc.
N/A—11,007-11,007-100%$941.8K———
Liberty Wealth Management LLC
N/A—10,514-10,514-100%$911.4K———
Titiun Yejiel
N/A—10,387-10,387-100%$897.6K———
EFG International AG
N/A—10,297-10,297-100%$889.9K———
Westwood Holdings Group Inc
N/A—10,273-10,273-100%$887.8K———
Ibex Wealth Advisors
N/A—10,234-10,234-100%$884.4K———
Snowden Capital Advisors LLC
N/A—10,213-10,213-100%$882.6K———
Picton Mahoney Asset Management
N/A—10,000-10,000-100%$864.2K———
Cantor Fitzgerald, L. P.
N/A—10,000-10,000-100%$864.2K———
AssuredPartners Investment Advisors, LLC
N/A—9,813-9,813-100%$848.1K———
Stratos Wealth Advisors, LLC
N/A—9,711-9,711-100%$839.2K———
Smart Money Group LLC
N/A—9,527-9,527-100%$823.3K———
Principal Securities, Inc.
N/A—9,367-9,367-100%$809.5K———
Slagle Financial, LLC
N/A—9,327-9,327-100%$806.0K———
Ameritas Advisory Services, LLC
N/A—9,315-9,315-100%$805.0K———
Lcnb Corp
N/A—9,100-9,100-100%$786.4K———
Signet Private Wealth LLC
N/A—8,916-8,916-100%$770.5K———
Clear Investment Research, LLC
N/A—8,866-8,866-100%$766.2K———
Pursue Wealth Partners LLC
N/A—8,745-8,745-100%$755.7K———
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
N/A—8,700-8,700-100%$751.9K———
Cary Street Partners Financial LLC
N/A—8,652-8,652-100%$747.7K———
Garden State Investment Advisory Services LLC
N/A—8,617-8,617-100%$744.7K———
Allworth Financial LP
N/A—8,568-8,568-100%$740.5K———
Ausdal Financial Partners, Inc.
N/A—8,438-8,438-100%$729.2K———
Causey Wealth LLC
N/A—8,419-8,419-100%$727.6K———
Tower Research Capital LLC (TRC)
N/A—8,196-8,196-100%$708.3K———
KM Capital Management Ltd.
N/A—8,037-8,037-100%$694.6K———
Brookwood Investment Group LLC
N/A—8,013-8,013-100%$692.5K———
Gotham Asset Management, LLC
N/A—7,918-7,918-100%$684.3K———
Wealth Alliance, LLC
N/A—7,892-7,892-100%$682.0K———
Boothbay Fund Management, LLC
N/A—7,880-7,880-100%$681.0K———
Cedar Wealth Management, LLC
N/A—7,698-7,698-100%$665.2K———
Hobbs Group Advisors, LLC
N/A—7,662-7,662-100%$662.1K———
Hyundai Investments Co., Ltd.
N/A—7,605-7,605-100%$665.1K———
Arkos Global Advisors
N/A—7,561-7,561-100%$653.0K———
Gateway Wealth Partners, LLC
N/A—7,485-7,485-100%$646.9K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—7,459-7,459-100%$644.6K———
United Capital Financial Advisors, LLC
N/A—7,359-7,359-100%$635.6K———
Pathstone Holdings, LLC
N/A—7,274-7,274-100%$628.6K———
Capital Analysts, LLC
N/A—7,140-7,140-100%$604.0K———
Tranquilli Financial Advisor LLC
N/A—7,098-7,098-100%$613.4K———
Commerce Bank
N/A—7,065-7,065-100%$610.6K———
Integrated Investment Consultants, LLC
N/A—7,051-7,051-100%$609.3K———
Sovereign Investment Advisors, LLC
N/A—7,050-7,050-100%$609.3K———
Wellington-Altus USA Inc.
N/A—7,011-7,011-100%$607.8K———
Carr Financial Group Corp
N/A—7,000-7,000-100%$604.9K———
Fairfield, Bush & Co.
N/A—6,877-6,877-100%$594.3K———
IFG Advisory, LLC
N/A—6,803-6,803-100%$587.9K———
Westfuller Advisors, LLC
N/A—6,761-6,761-100%$584.2K———
Summit Wealth Group, LLC
N/A—6,712-6,712-100%$580.1K———
Exit Wealth Advisors, Llc.
N/A—6,639-6,639-100%$573.7K———
Caldwell Sutter Capital, Inc.
N/A—6,559-6,559-100%$566.8K———
Ethos Financial Group, LLC
N/A—6,402-6,402-100%$543.0K———
Accretive Wealth Partners, LLC
N/A—6,133-6,133-100%$530.0K———
IEQ Capital, LLC
N/A—6,101-6,101-100%$527.2K———
Schroder Investment Management Group
N/A—6,100-6,100-100%$533.4K———
Q3 Asset Management
N/A—6,035-6,035-100%$544———
Keystone Financial Services
N/A—5,979-5,979-100%$516.7K———
American Asset Management Inc.
N/A—5,917-5,917-100%$511.3K———
Keystone Financial Group
N/A—5,864-5,864-100%$506.8K———
Orcam Financial Group
N/A—5,751-5,751-100%$497.0K———
Shared Vision Wealth Group LLC
N/A—5,707-5,707-100%$493.2K———
Mmbg Investment Advisors Co.
N/A—5,644-5,644-100%$487.8K———
West Michigan Advisors, LLC
N/A—5,639-5,639-100%$487.3K———
Focus Partners Advisor Solutions, LLC
N/A—5,611-5,611-100%$484.9K———
Sankala Group LLC
N/A—5,579-5,579-100%$455.8K———
Betterment LLC
N/A—5,521-5,521-100%$477.0K———
Fiduciary Financial Advisors
N/A—5,474-5,474-100%$472.9K———
Petra Financial Advisors Inc
N/A—5,469-5,469-100%$472.6K———
Headinvest, LLC
N/A—5,450-5,450-100%$471.0K———
AQR Capital Management LLC
N/A—5,359-5,359-100%$463.1K———
Arrowroot Family Office, LLC
N/A—5,121-5,121-100%$442.6K———
IMA Advisory Services, Inc.
N/A—4,935-4,935-100%$426.5K———
Moneta Group Investment Advisors LLC
N/A—4,916-4,916-100%$424.9K———
Coastwise Capital Group, LLC
N/A—4,894-4,894-100%$422.9K———
First Commonwealth Financial Corp
N/A—4,889-4,889-100%$422.5K———
Brown Advisory Inc
N/A—4,866-4,866-100%$420.5K———
Maridea Wealth Management LLC
N/A—4,837-4,837-100%$418.0K———
Boston Family Office LLC
N/A—4,720-4,720-100%$408.0K———
Elequin Capital, LP
N/A—4,593-4,593-100%$396.9K———
Valmark Advisers, Inc.
N/A—4,501-4,501-100%$389.0K———
Gallagher Fiduciary Advisors, LLC
N/A—4,372-4,372-100%$377.8K———
Byrne Financial Freedom, LLC
N/A—4,309-4,309-100%$372.4K———
BCI Securities, Inc.
N/A—4,309-4,309-100%$372.4K———
Caitlin John, LLC
N/A—4,267-4,267-100%$368.7K———
SGL Investment Advisors, Inc.
N/A—4,245-4,245-100%$348.3K———
Hancock Whitney Corp
N/A—4,231-4,231-100%$365.6K———
J. M. Brown & Associates Inc.
N/A—4,231-4,231-100%$365.6K———
Bramshill Investments, LLC
N/A—4,189-4,189-100%$362.0K———
CIBC Bancorp USA Inc.
N/A—4,145-4,145-100%$358.2K———
Cardiff Park Advisors, LLC
N/A—4,111-4,111-100%$355.2K———
Clearstead Advisors, LLC
N/A—4,092-4,092-100%$353.6K———
Rothschild Capital Partners, LLC
N/A—4,021-4,021-100%$347.5K———
Intellectus Partners, LLC
N/A—4,013-4,013-100%$346.8K———
Meridian Wealth Advisors, LLC
N/A—3,998-3,998-100%$345.5K———
Ranch Capital Advisors Inc.
N/A—3,974-3,974-100%$343.5K———
Transcend Capital Advisors, LLC
N/A—3,909-3,909-100%$337.8K———
Florida Financial Advisors, LLC
N/A—3,826-3,826-100%$330.7K———
Westshore Wealth, LLC
N/A—3,826-3,826-100%$330.7K———
UMB Bank, n.a.
N/A—3,799-3,799-100%$328.3K———
Flatrock Wealth Partners LLC
N/A—3,788-3,788-100%$327.3K———
Advisory Alpha, LLC
N/A—3,780-3,780-100%$326.7K———
Sequent Planning LLC
N/A—3,728-3,728-100%$322.2K———
Berger Financial Group, Inc
N/A—3,627-3,627-100%$313.4K———
Werba Rubin Papier Wealth Management
N/A—3,571-3,571-100%$308.6K———
Centennial Bank
N/A—3,550-3,550-100%$306.8K———
Flputnam Investment Management Co
N/A—3,506-3,506-100%$307.4K———
Aptus Capital Advisors, LLC
N/A—3,494-3,494-100%$302.0K———
Maripau Wealth Management LLC
N/A—3,424-3,424-100%$295.9K———
Anchor Bay Capital, Inc.
N/A—3,410-3,410-100%$279.8K———
Mendel Capital Management LLC
N/A—3,383-3,383-100%$292.3K———
Wealthgarden F.S. LLC
N/A—3,356-3,356-100%$290.0K———
Element Wealth, LLC
N/A—3,261-3,261-100%$281.8K———
Western Wealth Management, LLC
N/A—3,229-3,229-100%$279.1K———
Keebeck Wealth Management
N/A—3,198-3,198-100%$276.4K———
Johnson Financial Group, Inc.
N/A—3,195-3,195-100%$276.1K———
Steelhead Wealth Management LLC
N/A—3,144-3,144-100%$271.0K———
Legacy Wealth Managment, LLC
N/A—3,086-3,086-100%$266.7K———
Tandem Financial, LLC
N/A—3,084-3,084-100%$266.5K———
Banque Cantonale Vaudoise
N/A—3,060-3,060-100%$264.0K———
Navis Wealth Advisors, LLC
N/A—3,000-3,000-100%$259.3K———
Fortress Private Ledger, LLC
N/A—2,976-2,976-100%$257.2K———
Shelton Capital Management
N/A—2,950-2,950-100%$254.9K———
Twin Peaks Wealth Advisors, LLC
N/A—2,932-2,932-100%$253.4K———
Oxbow Advisors, LLC
N/A—2,860-2,860-100%$247.2K———
Stokes Family Office, LLC
N/A—2,825-2,825-100%$244.1K———
Prostatis Group LLC
N/A—2,818-2,818-100%$243.5K———
Cloud Capital Management, LLC
N/A—2,815-2,815-100%$243.0K———
Belpointe Asset Management LLC
N/A—2,783-2,783-100%$240.5K———
Curtis Wealth Management LLC
N/A—2,779-2,779-100%$240.1K———
Mpwm Advisory Solutions, LLC
N/A—2,764-2,764-100%$238.9K———
Sequoia Financial Advisors, LLC
N/A—2,755-2,755-100%$238.1K———
Leavell Investment Management, Inc.
N/A—2,722-2,722-100%$235.2K———
Swan Global Investments, LLC
N/A—2,700-2,700-100%$233.3K———
Rice Partnership, LLC
N/A—2,696-2,696-100%$233.0K———
Van Diest Capital, LLC
N/A—2,686-2,686-100%$232.1K———
Centric Wealth Management
N/A—2,674-2,674-100%$227.2K———
Whittier Trust Co
N/A—2,599-2,599-100%$222.1K———
Alteri Wealth LLC
N/A—2,575-2,575-100%$222.5K———
Argent Advisors, Inc.
N/A—2,565-2,565-100%$221.6K———
Smartleaf Asset Management LLC
N/A—2,541-2,541-100%$222.2K———
Jaffetilchin Investment Partners, LLC
N/A—2,532-2,532-100%$218.8K———
Rathbones Group PLC
N/A—2,517-2,517-100%$217.5K———
Tiemann Investment Advisors, LLC
N/A—2,475-2,475-100%$213.9K———
Sprott Inc.
N/A—2,450-2,450-100%$211.7K———
Cahill Financial Advisors Inc
N/A—2,416-2,416-100%$208.8K———
Sovereign Financial Group, Inc.
N/A—2,370-2,370-100%$204.8K———
Dearborn Partners LLC
N/A—2,350-2,350-100%$203.1K———
Johnson Investment Counsel Inc
N/A—2,316-2,316-100%$200.2K———
One Capital Management, LLC
N/A—2,310-2,310-100%$200.3K———
Pingora Partners LLC
N/A—2,000-2,000-100%$172.8K———
Quarry LP
N/A—1,940-1,940-100%$167.7K———
Strategic Investment Solutions, Inc.
N/A—1,898-1,898-100%$164.0K———
Allied Private Wealth LLC
N/A—1,809-1,809-100%$152.7K———
Copia Wealth Management
N/A—1,760-1,760-100%$152.1K———
Advisors Asset Management, Inc.
N/A—1,692-1,692-100%$146.2K———
FWL Investment Management, LLC
N/A—1,595-1,595-100%$137.8K———
Continuum Advisory, LLC
N/A—1,575-1,575-100%$136.1K———
Howe & Rusling Inc
N/A—1,530-1,530-100%$132.2K———
Private Wealth Advisors, LLC
N/A—1,525-1,525-100%$131.8K———
Ballast Advisors LLC
N/A—1,325-1,325-100%$114.5K———
Godfrey Financial Associates, Inc.
N/A—1,162-1,162-100%$100.4K———
Medallion Wealth Advisors, LLC
N/A—1,152-1,152-100%$99.6K———
Rothschild Investment LLC
N/A—1,100-1,100-100%$95.1K———
Fourth Dimension Wealth, LLC
N/A—1,049-1,049-100%$90.7K———
Centiva Capital, LP
N/A—1,048-1,048-100%$90.6K———
Brown Brothers Harriman & Co
N/A—1,000-1,000-100%$86.4K———
Keating Financial Advisory Services, Inc.
N/A—996-996-100%$86.1K———
Harborfront Financial Group LLC
N/A—986-986-100%$85.2K———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—985-985-100%$85.1K———
Institute for Wealth Management, Llc.
N/A—976-976-100%$84.3K———
Vision Retirement, LLC
N/A—967-967-100%$83.6K———
Dogwood Wealth Management LLC
N/A—931-931-100%$80.5K———
Ancora Advisors LLCA
N/A—777-777-100%$67.2K———
Strategic Wealth Partners, Ltd.
N/A—729-729-100%$63.0K———
Core Capital Management & Research, inc.
N/A—643-643-100%$52.8K———
Transamerica Financial Advisors, LLC
N/A—624-624-100%$54.0K———
SouthState Bank Corp
N/A—544-544-100%$47.0K———
Paces Ferry Wealth Advisors, LLC
N/A—508-508-100%$43.9K———
Game Plan Financial Advisors, LLC
N/A—494-494-100%$42.7K———
Founders Financial Alliance, LLC
N/A—491-491-100%$42.5K———
Van Eck Associates Corp
N/A—476-476-100%$41.1K———
Colonial Trust Co / SC
N/A—461-461-100%$39.8K———
Harvest Fund Management Co., Ltd
N/A—429-429-100%$37.0K———
Russell Investments Group, Ltd.
N/A—407-407-100%$35.2K———
Luminist Capital LLC
N/A—403-403-100%$34.8K———
SHP Wealth Management
N/A—343-343-100%$29.6K———
Raffa Wealth Management, LLC
N/A—287-287-100%$24.8K———
Glassman Wealth Services
N/A—275-275-100%$23.8K———
Kerr Financial Planning Corp
N/A—270-270-100%$23.3K———
MidFirst Bank
N/A—254-254-100%$22.0K———
Winch Advisory Services, LLC
N/A—249-249-100%$21.5K———
Lavaca Capital LLC
N/A—242-242-100%$20.9K———
Synergy Investment Management, LLC
N/A—231-231-100%$20.0K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—214-214-100%$18.5K———
Whittier Trust Co of Nevada Inc
N/A—210-210-100%$17.8K———
ST Germain D J Co Inc
N/A—192-192-100%$16.6K———
FAS Wealth Partners, Inc.
N/A—180-180-100%$15.5K———
Frazier Financial Advisors, LLC
N/A—153-153-100%$13.2K———
Timbuktu Capital Management, LLC
N/A—148-148-100%$12.8K———
Logan Capital Management Inc
N/A—135-135-100%$11.7K———
WealthCollab, LLC
N/A—131-131-100%$11.3K———
Healthcare of Ontario Pension Plan Trust Fund
N/A—100-100-100%$8.6K———
Ameriflex Group, Inc.
N/A—91-91-100%$7.9K———
Coppell Advisory Solutions LLC
N/A—88-88-100%$1.6M———
Atlantic Private Wealth, LLC
N/A—88-88-100%$7.6K———
Bellevue Asset Management, LLC
N/A—73-73-100%$6.3K———
McMillan Office, Inc.
N/A—65-65-100%$5.6K———
Aventura Private Wealth, LLC
N/A—64-64-100%$5.5K———
Atlantic Union Bankshares Corp
N/A—64-64-100%$5.5K———
Rogco, LP
N/A—58-58-100%$5.0K———
Strive Financial Group,LLC
N/A—55-55-100%$4.8K———
NWK Group, Inc.
N/A—53-53-100%$4.6K———
Anchor Investment Management, LLC
N/A—48-48-100%$4.1K———
Cbiz Investment Advisory Services, LLC
N/A—46-46-100%$4.0K———
Bartlett & Co. Wealth Management LLC
N/A—45-45-100%$3.9K———
Morris Financial Concepts, Inc.
N/A—40-40-100%$3.5K———
one8zero8, LLC
N/A—37-37-100%$3.2K———
Vanguard Advisers Inc
N/A—31-31-100%$2.7K———
Tiaa Wealth Investment Management LLC
N/A—29-29-100%$2.5K———
Glen Eagle Advisors, LLC
N/A—28-28-100%$2.4K———
USA Financial Formulas
N/A—28-28-100%$2.4K———
Oakmont Advisory Group, LLC
N/A—27-27-100%$2.3K———
Tidemark, LLC
N/A—22-22-100%$1.9K———
Nova Wealth Management, Inc.
N/A—20-20-100%$1.7K———
Financial Gravity Companies, Inc.
N/A—17-17-100%$1.5K———
Cypress Capital Management LLC (WY)
N/A—13-13-100%$1.1K———
Operose Advisors LLC
N/A—12-12-100%$1.0K———
Nalls Sherbakoff Group, LLC
N/A—9-9-100%$778———
Bessemer Group Inc
N/A—8-8-100%$1———
Capital Advisor Network LLC
N/A—7-7-100%$605———
Darwin Wealth Management, LLC
N/A—6-6-100%$519———
Swan Capital LLC
N/A—5-5-100%$439———
Mcguire Capital Advisors Inc
N/A—5-5-100%$432———
Quent Capital, LLC
N/A—4-4-100%$346———
New Republic Capital, LLC
N/A—3-3-100%$259———
Imprint Wealth LLC
N/A—2-2-100%$173———
Kilter Group LLC
N/A—1-1-100%$104———
Dunhill Financial, LLC
N/A—1-1-100%$86———
Showing 1143 of 1143 institutions