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Ishares 7-10 Year Treasury B (IEF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Blue Trust, Inc.
INCREASED
Shares7,771,223 from 7,239,129
Change+532,094 (+7%)
Value$694.0M (+$9.4M)
Filed 2026-10-15
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares3,399,251 from 3,325,316
Change+73,935 (+2%)
Value$304.0M (-$11.9M)
Filed 2026-10-29
AIA Group Ltd
INCREASED
Shares2,842,849 from 1,350,527
Change+1,492,322 (+111%)
Value$253.9M (+$126.2M)
Filed 2026-10-30
Keystone Global Partners, LLC
INCREASED
Shares2,752,000 from 2,752
Change+2,749,248 (+99900%)
Value$245.8K (-$14.5K)
Filed 2026-10-13
Truist Financial Corp
DECREASED
Shares1,700,161 from 1,783,901
Change-83,740 (-5%)
Value$151.8M (-$16.9M)
Filed 2026-10-30
Wealthcare Capital Management LLC
DECREASED
Shares1,514,636 from 1,843,045
Change-328,409 (-18%)
Value$135.3M (-$39.0M)
Filed 2026-10-21
Eastern Bank
INCREASED
Shares1,346,447 from 570,453
Change+775,994 (+136%)
Value$120.3M (+$66.3M)
Filed 2026-10-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares1,242,810 from 1,072,839
Change+169,971 (+16%)
Value$111.2M (+$10.7M)
Filed 2026-10-13
Greenleaf Trust
INCREASED
Shares1,140,073 from 1,064,492
Change+75,581 (+7%)
Value$101.8M (+$1.2M)
Filed 2026-10-29
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares1,122,696 from 812,707
Change+309,989 (+38%)
Value$100.3K (-$76.8M)
Filed 2026-11-02
Avalon Advisory Group
INCREASED
Shares977,998 from 931,110
Change+46,888 (+5%)
Value$87.3M (-$710.0K)
Filed 2026-10-20
WestEnd Advisors, LLC
INCREASED
Shares882,562 from 852,633
Change+29,929 (+4%)
Value$78.8M (-$1.8M)
Filed 2026-10-27
Wealthcare Advisory Partners LLC
DECREASED
Shares865,479 from 1,008,438
Change-142,959 (-14%)
Value$77.3M (-$18.1M)
Filed 2026-10-21
3Edge Asset Management, LP
INCREASED
Shares860,492 from 843,322
Change+17,170 (+2%)
Value$76.9M (-$2.9M)
Filed 2026-10-30
Matauro, LLC
INCREASED
Shares824,989 from 823,365
Change+1,624 (+0%)
Value$73.7M (-$4.2M)
Filed 2026-11-03
Greenwood Gearhart LLC
DECREASED
Shares775,961 from 854,092
Change-78,131 (-9%)
Value$69.3M (-$11.5M)
Filed 2026-11-02
CenturyLink Investment Management Co
UNCHANGED
Shares746,500 from 746,500
Change0 (0%)
Value$66.7M (-$3.9M)
Filed 2026-10-16
Evergreen Capital Management LLC
INCREASED
Shares726,955 from 470,944
Change+256,011 (+54%)
Value$64.9M (+$20.4M)
Filed 2026-10-23
Raub Brock Capital Management LP
DECREASED
Shares707,559 from 741,129
Change-33,570 (-5%)
Value$63.2M (-$6.9M)
Filed 2026-10-21
Assetmark, Inc
INCREASED
Shares699,053 from 590,829
Change+108,224 (+18%)
Value$62.4M (+$6.6M)
Filed 2026-10-21
Armstrong Advisory Group, Inc
INCREASED
Shares623,109 from 13,733
Change+609,376 (+4437%)
Value$55.6M (+$54.4M)
Filed 2026-10-09
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares605,658 from 473,040
Change+132,618 (+28%)
Value$54.1M (+$9.4M)
Filed 2026-11-03
Twele Capital Management, Inc.
INCREASED
Shares562,022 from 541,981
Change+20,041 (+4%)
Value$50.2M (-$1.1M)
Filed 2026-10-13
LifeGuide Financial Advisors, LLC
INCREASED
Shares541,405 from 506,239
Change+35,166 (+7%)
Value$48.4M (+$477.8K)
Filed 2026-10-20
GenWealth Group, Inc.
INCREASED
Shares531,925 from 509,980
Change+21,945 (+4%)
Value$47.5M (-$722.6K)
Filed 2026-10-16
Patton Fund Management, Inc.
INCREASED
Shares527,427 from 522,470
Change+4,957 (+1%)
Value$47.1M (-$2.3M)
Filed 2026-10-13
Ironwood Wealth Management, Llc.
INCREASED
Shares507,918 from 480,303
Change+27,615 (+6%)
Value$45.4M (-$60.1K)
Filed 2026-10-28
Focus Financial Network, Inc.
INCREASED
Shares443,067 from 405,791
Change+37,276 (+9%)
Value$39.6M (+$1.2M)
Filed 2026-10-14
IFP Advisors, Inc
DECREASED
Shares436,490 from 467,027
Change-30,537 (-7%)
Value$39.0M (-$5.2M)
Filed 2026-10-16
Beacon Wealthcare LLC
INCREASED
Shares430,508 from 419,938
Change+10,570 (+3%)
Value$38.4M (-$1.3M)
Filed 2026-10-02
Summit Global Investments
INCREASED
Shares430,034 from 385,680
Change+44,354 (+12%)
Value$38.4K (-$36.4M)
Filed 2026-10-28
Kestra Advisory Services, LLC
INCREASED
Shares423,017 from 395,637
Change+27,380 (+7%)
Value$37.8M (+$364.3K)
Filed 2026-11-02
Principle Wealth Partners LLC
NEW
Shares419,986
Change+419,986
Value$37.5M
Filed 2026-11-02
Barings LLC
INCREASED
Shares412,045 from 281,884
Change+130,161 (+46%)
Value$36.8M (+$10.1M)
Filed 2026-10-22
First Financial Bank - Trust Division
INCREASED
Shares396,411 from 384,021
Change+12,390 (+3%)
Value$35.4M (-$913.4K)
Filed 2026-10-01
Commonwealth Equity Services, LLC
INCREASED
Shares360,985 from 299,401
Change+61,584 (+21%)
Value$32.2M (+$3.9M)
Filed 2026-11-02
Ashton Thomas Private Wealth, LLC
INCREASED
Shares327,744 from 5,387
Change+322,357 (+5984%)
Value$29.3M (+$28.8M)
Filed 2026-11-03
Citigroup Inc
DECREASED
Shares320,010 from 1,284,765
Change-964,755 (-75%)
Value$28.6M (-$92.9M)
Filed 2026-11-04
Sachem Hill LLC
DECREASED
Shares318,482 from 324,839
Change-6,357 (-2%)
Value$28.4M (-$2.3M)
Filed 2026-10-14
Bank of New York Mellon Corp
INCREASED
Shares314,377 from 247,857
Change+66,520 (+27%)
Value$28.1M (+$4.6M)
Filed 2026-11-05
First Citizens Bank & Trust Co
DECREASED
Shares302,927 from 305,611
Change-2,684 (-1%)
Value$27.1M (-$1.8M)
Filed 2026-10-14
Community Financial Services Group, LLC
DECREASED
Shares300,213 from 389,041
Change-88,828 (-23%)
Value$26.8M (-$9.8M)
Filed 2026-10-15
Summit Financial Consulting LLC
NEW
Shares295,650
Change+295,650
Value$26.4M
Filed 2026-10-15
Invariant Investment Management
INCREASED
Shares295,577 from 278,454
Change+17,123 (+6%)
Value$26.3M (+$96.3K)
Filed 2026-10-08
Fifth Third Bancorp
DECREASED
Shares293,502 from 323,523
Change-30,021 (-9%)
Value$26.2M (-$4.4M)
Filed 2026-11-05
United Capital Management of KS, Inc.
INCREASED
Shares284,191 from 271,552
Change+12,639 (+5%)
Value$25.4M (-$299.6K)
Filed 2026-11-04
US Bancorp \de\
INCREASED
Shares277,506 from 255,552
Change+21,954 (+9%)
Value$24.8M (+$616.2K)
Filed 2026-11-05
Wealth Management Resources, Inc.
INCREASED
Shares269,444 from 260,316
Change+9,128 (+4%)
Value$24.1M (-$554.1K)
Filed 2026-10-21
RED Cedar Investment Management, LLC
NEW
Shares268,484
Change+268,484
Value$24.0M
Filed 2026-11-04
Mather Group, Llc.
DECREASED
Shares252,867 from 267,986
Change-15,119 (-6%)
Value$22.6M (-$2.8M)
Filed 2026-10-14
Willis Johnson Wealth, Inc.
INCREASED
Shares249,334 from 240,768
Change+8,566 (+4%)
Value$22.3M (-$501.3K)
Filed 2026-11-03
SkyOak Wealth, LLC
DECREASED
Shares246,585 from 247,664
Change-1,079 (0%)
Value$22.0M (-$1.4M)
Filed 2026-10-28
SimpliFi, Inc.
INCREASED
Shares234,107 from 231,514
Change+2,593 (+1%)
Value$20.9M (-$986.2K)
Filed 2026-10-28
Form Wealth Advisors, LLC
DECREASED
Shares232,570 from 249,869
Change-17,299 (-7%)
Value$20.8M (-$2.9M)
Filed 2026-10-13
Aafmaa Wealth Management & Trust LLC
INCREASED
Shares225,285 from 210,322
Change+14,963 (+7%)
Value$20.1M (+$230.1K)
Filed 2026-10-14
Creative Planning
DECREASED
Shares219,221 from 223,577
Change-4,356 (-2%)
Value$19.6M (-$1.6M)
Filed 2026-11-02
Bailard, Inc.
INCREASED
Shares211,247 from 85,787
Change+125,460 (+146%)
Value$18.9M (+$10.8M)
Filed 2026-10-13
Trilogy Capital Inc.
INCREASED
Shares205,284 from 140,376
Change+64,908 (+46%)
Value$18.3M (+$5.1M)
Filed 2026-10-20
Arvest Investments, Inc.
INCREASED
Shares195,703 from 183,980
Change+11,723 (+6%)
Value$17.5M (+$79.3K)
Filed 2026-10-21
Crescent Grove Advisors, LLC
INCREASED
Shares194,538 from 190,711
Change+3,827 (+2%)
Value$17.4M (-$661.4K)
Filed 2026-10-21
Titleist Asset Management, LLC
DECREASED
Shares189,320 from 198,568
Change-9,248 (-5%)
Value$16.9M (-$1.9M)
Filed 2026-10-08
Atlas Private Wealth Advisors
INCREASED
Shares187,837 from 152,138
Change+35,699 (+23%)
Value$16.8M (+$2.4M)
Filed 2026-10-23
Anchor Capital Advisors LLC
DECREASED
Shares187,398 from 196,504
Change-9,106 (-5%)
Value$16.7M (-$1.8M)
Filed 2026-11-05
Syntax Research, Inc.
INCREASED
Shares187,323 from 141,033
Change+46,290 (+33%)
Value$16.7M (+$3.4M)
Filed 2026-11-04
Global Trust Asset Management, LLC
INCREASED
Shares185,658 from 145,287
Change+40,371 (+28%)
Value$16.6M (+$2.8M)
Filed 2026-10-19
Exchange Traded Concepts, LLC
INCREASED
Shares184,441 from 182,904
Change+1,537 (+1%)
Value$16.5M (-$824.8K)
Filed 2026-10-28
Silverleafe Capital Partners, LLC
NEW
Shares177,759
Change+177,759
Value$15.9M
Filed 2026-10-02
Thrivent Financial for Lutherans
INCREASED
Shares168,527 from 114,264
Change+54,263 (+47%)
Value$15.1M (+$4.2M)
Filed 2026-11-05
Virtue Capital Management, LLC
DECREASED
Shares167,801 from 419,798
Change-251,997 (-60%)
Value$15.0M (-$24.7M)
Filed 2026-10-29
Prospera Financial Services Inc
INCREASED
Shares166,508 from 162,813
Change+3,695 (+2%)
Value$15.3M (-$118.2K)
Filed 2026-11-04
Columbia Bank
INCREASED
Shares166,059 from 141,822
Change+24,237 (+17%)
Value$14.8M (+$1.4M)
Filed 2026-10-29
Atria Investments, Inc
INCREASED
Shares161,233 from 158,890
Change+2,343 (+1%)
Value$14.4M (-$626.6K)
Filed 2026-10-15
SeaBridge Investment Advisors LLC
DECREASED
Shares158,569 from 233,761
Change-75,192 (-32%)
Value$14.2M (-$7.9M)
Filed 2026-11-02
Strategic Point Investment Advisors, LLC
INCREASED
Shares155,293 from 154,555
Change+738 (+0%)
Value$13.9M (-$747.0K)
Filed 2026-10-29
Courier Capital LLC
INCREASED
Shares153,951 from 122,550
Change+31,401 (+26%)
Value$13.7M (+$2.2M)
Filed 2026-10-19
One Day In July LLC
INCREASED
Shares153,706 from 138,239
Change+15,467 (+11%)
Value$13.7M (+$654.2K)
Filed 2026-10-30
Ritholtz Wealth Management
DECREASED
Shares153,667 from 167,289
Change-13,622 (-8%)
Value$13.7M (-$2.1M)
Filed 2026-11-05
TD Private Client Wealth LLC
INCREASED
Shares151,738 from 150,950
Change+788 (+1%)
Value$13.6M (-$723.6K)
Filed 2026-10-28
Systelligence, LLC
INCREASED
Shares148,160 from 71,851
Change+76,309 (+106%)
Value$5.2M (-$1.6M)
Filed 2026-11-05
Tennessee Valley Asset Management Partners
INCREASED
Shares146,320 from 107,472
Change+38,848 (+36%)
Value$13.1M (+$2.9M)
Filed 2026-11-03
Paragon Capital Management Inc
DECREASED
Shares142,254 from 142,938
Change-684 (0%)
Value$12.7M (-$812.9K)
Filed 2026-10-15
Pinkerton Wealth, LLC
DECREASED
Shares142,003 from 151,448
Change-9,445 (-6%)
Value$12.7M (-$1.8M)
Filed 2026-10-29
True Freedom Investing, LLC
DECREASED
Shares138,557 from 147,572
Change-9,015 (-6%)
Value$12.4M (-$1.7M)
Filed 2026-10-29
Oppenheimer & Co Inc
INCREASED
Shares138,055 from 128,158
Change+9,897 (+8%)
Value$12.3M (+$209.8K)
Filed 2026-10-26
Lincoln Capital Corp
INCREASED
Shares137,459 from 126,444
Change+11,015 (+9%)
Value$12.3M (+$318.6K)
Filed 2026-10-13
Citizens Financial Group Inc
INCREASED
Shares135,184 from 99,428
Change+35,756 (+36%)
Value$12.1M (+$2.7M)
Filed 2026-10-23
Keybank National Association
INCREASED
Shares132,328 from 85,618
Change+46,710 (+55%)
Value$11.8M (+$3.7M)
Filed 2026-11-04
Quaker Wealth Management, LLC
DECREASED
Shares131,886 from 190,443
Change-58,557 (-31%)
Value$11.8M (-$6.2M)
Filed 2026-10-22
DSG Capital Advisors, LLC
DECREASED
Shares130,995 from 197,141
Change-66,146 (-34%)
Value$11.7M (-$6.7M)
Filed 2026-11-05
William Howard & Co Financial Advisors Inc
DECREASED
Shares127,982 from 128,576
Change-594 (0%)
Value$11.4M (-$729.4K)
Filed 2026-11-04
Pinnacle Associates LTD
DECREASED
Shares127,817 from 128,723
Change-906 (-1%)
Value$11.4M (-$758.0K)
Filed 2026-10-20
Chicago Partners Investment Group LLC
INCREASED
Shares126,064 from 122,421
Change+3,643 (+3%)
Value$11.5M (+$111.4K)
Filed 2026-10-27
Sicart Associates LLC
INCREASED
Shares125,346 from 124,666
Change+680 (+1%)
Value$11.3M (-$455.9K)
Filed 2026-10-29
Transmarket Holdings LP
NEW
Shares123,985
Change+123,985
Value$11.1M
Filed 2026-10-27
Park Avenue Securities LLC
INCREASED
Shares120,801 from 108,452
Change+12,349 (+11%)
Value$10.8K (-$10.2M)
Filed 2026-10-26
Allspring Global Investments Holdings, LLC
NEW
Shares119,848
Change+119,848
Value$10.7M
Filed 2026-11-04
Elevation Point Wealth Partners, LLC
INCREASED
Shares112,232 from 99,593
Change+12,639 (+13%)
Value$10.0M (+$605.0K)
Filed 2026-11-05
Middleton & Co Inc
DECREASED
Shares110,634 from 126,601
Change-15,967 (-13%)
Value$9.9M (-$2.1M)
Filed 2026-10-23
Bond & Devick Financial Network, Inc.
INCREASED
Shares110,194 from 102,738
Change+7,456 (+7%)
Value$9.8M (+$125.5K)
Filed 2026-10-23
Lifestyle Asset Management, Inc.
INCREASED
Shares108,788 from 95,567
Change+13,221 (+14%)
Value$9.7M (+$678.1K)
Filed 2026-10-20
Prime Capital Investment Advisors, LLC
DECREASED
Shares107,439 from 130,776
Change-23,337 (-18%)
Value$9.6M (-$2.8M)
Filed 2026-10-20
Premier Path Wealth Partners, LLC
DECREASED
Shares107,428 from 123,390
Change-15,962 (-13%)
Value$9.6M (-$2.1M)
Filed 2026-10-16
USA Financial Formulas
NEW
Shares105,218
Change+105,218
Value$9.4M
Filed 2026-10-16
Modera Wealth Management, LLC
DECREASED
Shares105,021 from 106,091
Change-1,070 (-1%)
Value$9.4M (-$653.6K)
Filed 2026-10-28
Strategic Financial Group, LLC
INCREASED
Shares102,205 from 101,172
Change+1,033 (+1%)
Value$9.1M (-$439.9K)
Filed 2026-10-08
Pacific Wealth Management
DECREASED
Shares101,981 from 158,911
Change-56,930 (-36%)
Value$9.1M (-$5.9M)
Filed 2026-10-05
Concurrent Investment Advisors, LLC
DECREASED
Shares95,435 from 187,958
Change-92,523 (-49%)
Value$8.5M (-$9.3M)
Filed 2026-10-16
Cordoba Advisory Partners LLC
DECREASED
Shares95,170 from 180,881
Change-85,711 (-47%)
Value$8.5M (-$8.6M)
Filed 2026-10-19
High Note Wealth, LLC
DECREASED
Shares94,742 from 101,586
Change-6,844 (-7%)
Value$8.5M (-$1.1M)
Filed 2026-10-27
PFG Advisors
INCREASED
Shares93,923 from 88,893
Change+5,030 (+6%)
Value$8.4M (-$18.3K)
Filed 2026-10-16
Summit Asset Management, LLC
INCREASED
Shares92,849 from 92,840
Change+9 (+0%)
Value$8.3M (-$487.5K)
Filed 2026-11-05
Miller Financial Services LLC
INCREASED
Shares91,613 from 69,200
Change+22,413 (+32%)
Value$8.2M (+$1.6M)
Filed 2026-10-20
Imc-Chicago, LLC
INCREASED
Shares91,143 from 55,388
Change+35,755 (+65%)
Value$8.1M (+$2.9M)
Filed 2026-11-05
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares84,779 from 83,694
Change+1,085 (+1%)
Value$7.6M (-$343.4K)
Filed 2026-10-23
Laurel OAK Wealth Management, LLC
DECREASED
Shares84,768 from 92,967
Change-8,199 (-9%)
Value$7.6M (-$1.2M)
Filed 2026-10-19
White Pine Investment Co
INCREASED
Shares83,916 from 81,884
Change+2,032 (+2%)
Value$7.5K (-$7.7M)
Filed 2026-10-15
Ameraudi Asset Management, Inc.
INCREASED
Shares82,897 from 72,337
Change+10,560 (+15%)
Value$7.4M (+$562.6K)
Filed 2026-11-05
AMG National Trust Bank
INCREASED
Shares80,276 from 69,807
Change+10,469 (+15%)
Value$7.2M (+$567.8K)
Filed 2026-11-05
Leo Wealth, LLC
NEW
Shares78,488
Change+78,488
Value$7.0M
Filed 2026-10-26
Benchmark Financial, LLC
INCREASED
Shares78,463 from 73,813
Change+4,650 (+6%)
Value$7.0M (+$27.0K)
Filed 2026-10-16
Greenwood Capital Associates LLC
INCREASED
Shares76,529 from 72,034
Change+4,495 (+6%)
Value$6.8M (+$22.5K)
Filed 2026-10-27
Rezny Wealth Management, Inc.
INCREASED
Shares75,236 from 75,022
Change+214 (+0%)
Value$6.7M (-$375.5K)
Filed 2026-10-15
DDD Partners, LLC
INCREASED
Shares74,390 from 71,108
Change+3,282 (+5%)
Value$6.6M (-$80.9K)
Filed 2026-11-02
Leuthold Group, LLC
DECREASED
Shares74,033 from 74,708
Change-675 (-1%)
Value$6.6M (-$453.2K)
Filed 2026-11-04
Portside Wealth Group, LLC
INCREASED
Shares72,622 from 63,075
Change+9,547 (+15%)
Value$6.5M (+$520.8K)
Filed 2026-10-20
West Paces Advisors Inc.
DECREASED
Shares72,461 from 271,846
Change-199,385 (-73%)
Value$6.5M (-$19.2M)
Filed 2026-10-13
IPG Investment Advisors LLC
DECREASED
Shares71,994 from 108,690
Change-36,696 (-34%)
Value$6.4M (-$3.8M)
Filed 2026-10-30
Goodman Advisory Group, LLC
DECREASED
Shares71,764 from 92,283
Change-20,519 (-22%)
Value$6.4M (-$2.3M)
Filed 2026-11-02
Heck Capital Advisors, LLC
INCREASED
Shares69,735 from 64,857
Change+4,878 (+8%)
Value$6.2M (+$94.5K)
Filed 2026-10-14
AmeriServ Wealth Advisors
DECREASED
Shares67,308 from 105,080
Change-37,772 (-36%)
Value$6.0M (-$3.9M)
Filed 2026-10-21
Acropolis Investment Management, LLC
DECREASED
Shares67,080 from 68,522
Change-1,442 (-2%)
Value$6.0M (-$489.2K)
Filed 2026-10-08
Insight Wealth Partners, LLC
DECREASED
Shares66,811 from 68,061
Change-1,250 (-2%)
Value$6.0M (-$469.6K)
Filed 2026-10-26
Davenport & Co LLC
INCREASED
Shares65,747 from 61,264
Change+4,483 (+7%)
Value$5.9M (+$78.1K)
Filed 2026-10-14
Ballew Advisors, Inc
INCREASED
Shares65,561 from 56,898
Change+8,663 (+15%)
Value$5.8M (+$482.9K)
Filed 2026-10-05
Vise Technologies, Inc.
INCREASED
Shares64,754 from 31,107
Change+33,647 (+108%)
Value$5.8M (+$2.8M)
Filed 2026-10-29
TD Waterhouse Canada Inc.
INCREASED
Shares63,528 from 44,940
Change+18,588 (+41%)
Value$5.7M (+$1.4M)
Filed 2026-10-16
Values First Advisors, Inc.
INCREASED
Shares63,355 from 60,525
Change+2,830 (+5%)
Value$5.7M (-$65.6K)
Filed 2026-10-23
James Investment Research, Inc.
DECREASED
Shares62,790 from 69,262
Change-6,472 (-9%)
Value$5.6M (-$942.3K)
Filed 2026-10-22
Stablepoint Partners, LLC
INCREASED
Shares62,477 from 54,935
Change+7,542 (+14%)
Value$5.6M (+$384.7K)
Filed 2026-11-03
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares62,363 from 63,818
Change-1,455 (-2%)
Value$5.6M (-$465.6K)
Filed 2026-10-07
First Interstate Bank
INCREASED
Shares62,092 from 57,684
Change+4,408 (+8%)
Value$5.5M (+$90.3K)
Filed 2026-10-23
Sagespring Wealth Partners, LLC
DECREASED
Shares58,690 from 78,387
Change-19,697 (-25%)
Value$5.2M (-$2.2M)
Filed 2026-10-22
Perigon Wealth Management, LLC
INCREASED
Shares57,274 from 51,449
Change+5,825 (+11%)
Value$5.1M (+$249.6K)
Filed 2026-10-22
Beacon Advisors Holdings, LLC
INCREASED
Shares55,900 from 54,032
Change+1,868 (+3%)
Value$5.0M (-$117.4K)
Filed 2026-10-27
Meridian Wealth Management, LLC
INCREASED
Shares54,671 from 45,773
Change+8,898 (+19%)
Value$4.9M (+$554.7K)
Filed 2026-11-05
Bison Wealth, LLC
DECREASED
Shares53,371 from 101,433
Change-48,062 (-47%)
Value$4.8M (-$4.8M)
Filed 2026-10-13
Whalen Wealth Management Inc.
INCREASED
Shares51,374 from 8,472
Change+42,902 (+506%)
Value$4.6M (+$3.8M)
Filed 2026-10-08
Sage Private Wealth Group, LLC
NEW
Shares50,206
Change+50,206
Value$4.5M
Filed 2026-10-21
Brookstone Capital Management
DECREASED
Shares49,946 from 50,203
Change-257 (-1%)
Value$4.5M (-$287.0K)
Filed 2026-10-22
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares47,877 from 61,124
Change-13,247 (-22%)
Value$4.3M (-$1.5M)
Filed 2026-10-14
Simplicity Wealth,LLC
INCREASED
Shares46,909 from 42,006
Change+4,903 (+12%)
Value$4.2M (+$217.0K)
Filed 2026-10-23
Ferguson Shapiro LLC
INCREASED
Shares46,770 from 17,543
Change+29,227 (+167%)
Value$4.2M (+$2.5M)
Filed 2026-10-16
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares46,667 from 43,935
Change+2,732 (+6%)
Value$4.2K (-$4.2M)
Filed 2026-10-14
Capital Advisors Wealth Management, LLC
DECREASED
Shares45,581 from 46,752
Change-1,171 (-2%)
Value$4.1M (-$350.5K)
Filed 2026-10-09
Focused Wealth Management, Inc
INCREASED
Shares45,314 from 43,305
Change+2,009 (+5%)
Value$4.0M (-$48.4K)
Filed 2026-10-30
Diversify Advisory Services, LLC
DECREASED
Shares44,582 from 73,592
Change-29,010 (-39%)
Value$4.0M (-$2.8M)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares44,582 from 73,592
Change-29,010 (-39%)
Value$4.0M (-$2.8M)
Filed 2026-10-20
Farther Finance Advisors, LLC
INCREASED
Shares43,430 from 37,764
Change+5,666 (+15%)
Value$3.9M (+$307.4K)
Filed 2026-10-08
GAM Holding AG
DECREASED
Shares43,000 from 55,000
Change-12,000 (-22%)
Value$3.8M (-$1.4M)
Filed 2026-11-03
Wealthcare Capital Partners, LLC
INCREASED
Shares42,489 from 41,803
Change+686 (+2%)
Value$3.8M (-$158.7K)
Filed 2026-10-21
1620 Investment Advisors, Inc.
INCREASED
Shares42,434 from 37,970
Change+4,464 (+12%)
Value$3.8M (+$199.0K)
Filed 2026-11-04
Integrated Advisors Network LLC
DECREASED
Shares41,423 from 41,702
Change-279 (-1%)
Value$3.7M (-$244.2K)
Filed 2026-10-20
Advisor OS, LLC
INCREASED
Shares41,243 from 33,287
Change+7,956 (+24%)
Value$3.7M (+$535.4K)
Filed 2026-11-03
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares41,133 from 83,668
Change-42,535 (-51%)
Value$3.7M (-$4.2M)
Filed 2026-10-14
MFA Wealth Services
INCREASED
Shares40,343 from 38,171
Change+2,172 (+6%)
Value$3.6M (-$6.7K)
Filed 2026-10-14
Blue Capital, Inc.
INCREASED
Shares40,194 from 34,899
Change+5,295 (+15%)
Value$3.6M (+$289.3K)
Filed 2026-10-13
Dynamic Wealth Strategies, LLC
DECREASED
Shares40,170 from 46,469
Change-6,299 (-14%)
Value$3.6M (-$807.0K)
Filed 2026-10-16
Independent Financial Group, LLC
INCREASED
Shares39,861 from 39,219
Change+642 (+2%)
Value$3.6M (-$149.0K)
Filed 2026-10-13
J. Safra Sarasin Holding AG
INCREASED
Shares39,421 from 37,609
Change+1,812 (+5%)
Value$3.7M (+$138.3K)
Filed 2026-10-26
Kestra Private Wealth Services, LLC
INCREASED
Shares39,100 from 36,326
Change+2,774 (+8%)
Value$3.5M (+$56.7K)
Filed 2026-10-30
Apollon Wealth Management, LLC
DECREASED
Shares38,998 from 39,133
Change-135 (0%)
Value$3.5M (-$218.0K)
Filed 2026-10-23
Beirne Wealth Consulting Services, LLC
INCREASED
Shares38,453 from 37,706
Change+747 (+2%)
Value$3.4M (-$131.3K)
Filed 2026-10-19
Compound Planning, Inc.
DECREASED
Shares38,236 from 60,587
Change-22,351 (-37%)
Value$3.4M (-$2.3M)
Filed 2026-11-05
Cullen T Bankers, Inc.
DECREASED
Shares37,710 from 38,461
Change-751 (-2%)
Value$3.4M (-$269.4K)
Filed 2026-10-28
Christensen, King & Associates Investment Services, Inc.
DECREASED
Shares37,606 from 38,287
Change-681 (-2%)
Value$3.4M (-$262.2K)
Filed 2026-10-22
Burns Matteson Capital Management, LLC
NEW
Shares36,644
Change+36,644
Value$3.3M
Filed 2026-10-16
Strategic Blueprint, LLC
INCREASED
Shares36,460 from 30,647
Change+5,813 (+19%)
Value$3.3M (+$358.0K)
Filed 2026-10-22
Nemes Rush Group LLC
INCREASED
Shares36,163 from 881
Change+35,282 (+4005%)
Value$3.2M (+$3.1M)
Filed 2026-11-04
Insight Wealth Strategies, LLC
INCREASED
Shares36,078 from 35,047
Change+1,031 (+3%)
Value$3.2M (-$73.4K)
Filed 2026-10-09
Columbus Macro, LLC
DECREASED
Shares35,946 from 36,229
Change-283 (-1%)
Value$3.2M (-$215.8K)
Filed 2026-10-14
Biltmore Wealth Management, LLC
INCREASED
Shares35,414 from 31,350
Change+4,064 (+13%)
Value$3.2M (+$198.0K)
Filed 2026-10-09
King Luther Capital Management Corp
INCREASED
Shares35,385 from 32,750
Change+2,635 (+8%)
Value$3.2M (+$63.1K)
Filed 2026-11-05
United Advisor Group, LLC
INCREASED
Shares35,335 from 26,369
Change+8,966 (+34%)
Value$3.2M (+$662.1K)
Filed 2026-11-03
CVS Health Corp
UNCHANGED
Shares35,000 from 35,000
Change0 (0%)
Value$3.1M (-$184.1K)
Filed 2026-11-05
WealthCare Asset Management, LLC
NEW
Shares34,764
Change+34,764
Value$3.1M
Filed 2026-10-26
Etesian Wealth Advisors, Inc.
INCREASED
Shares34,432 from 28,651
Change+5,781 (+20%)
Value$3.1M (+$365.6K)
Filed 2026-10-27
AlphaCore Capital LLC
DECREASED
Shares34,319 from 66,619
Change-32,300 (-48%)
Value$3.1M (-$3.2M)
Filed 2026-11-04
Forte Asset Management LLC
DECREASED
Shares34,247 from 35,209
Change-962 (-3%)
Value$3.1M (-$271.1K)
Filed 2026-10-13
Arrien Investments, Inc.
NEW
Shares33,979
Change+33,979
Value$3.0M
Filed 2026-10-30
Solstein Capital, LLC
DECREASED
Shares33,875 from 36,208
Change-2,333 (-6%)
Value$3.0M (-$398.8K)
Filed 2026-11-02
LWM Advisors Inc
DECREASED
Shares32,423 from 33,411
Change-988 (-3%)
Value$2.9M (-$264.0K)
Filed 2026-10-08
WBH Advisory Inc
INCREASED
Shares32,410 from 25,880
Change+6,530 (+25%)
Value$2.9M (+$447.1K)
Filed 2026-11-05
Evergreen Private Wealth LLC
INCREASED
Shares32,132 from 30,671
Change+1,461 (+5%)
Value$2.9M (-$30.8K)
Filed 2026-10-30
Jefferies Financial Group Inc.
DECREASED
Shares31,903 from 38,397
Change-6,494 (-17%)
Value$2.8M (-$782.0K)
Filed 2026-11-05
Boltwood Capital Management
INCREASED
Shares31,290 from 30,368
Change+922 (+3%)
Value$2.8M (-$77.4K)
Filed 2026-10-02
Able Financial Group, LLC
INCREASED
Shares31,176 from 29,329
Change+1,847 (+6%)
Value$2.8M (+$10.7K)
Filed 2026-10-14
Erickson Financial Group, LLC
INCREASED
Shares31,041 from 29,057
Change+1,984 (+7%)
Value$2.8M (+$24.4K)
Filed 2026-11-05
Spectrum Strategic Capital Management, LLC
DECREASED
Shares30,584 from 54,412
Change-23,828 (-44%)
Value$2.7M (-$2.4M)
Filed 2026-10-22
Certior Financial Group, LLC
DECREASED
Shares30,434 from 30,539
Change-105 (0%)
Value$2.7M (-$170.0K)
Filed 2026-10-19
Alliance Wealth Advisors, LLC
DECREASED
Shares30,433 from 31,763
Change-1,330 (-4%)
Value$2.7M (-$285.9K)
Filed 2026-10-28
Semitam Bonam LLC
INCREASED
Shares30,233 from 27,659
Change+2,574 (+9%)
Value$2.7M (+$84.4K)
Filed 2026-10-27
Koshinski Asset Management, Inc.
DECREASED
Shares30,218 from 30,470
Change-252 (-1%)
Value$2.7M (-$182.8K)
Filed 2026-10-29
RFG Advisory, LLC
DECREASED
Shares29,041 from 71,332
Change-42,291 (-59%)
Value$2.6M (-$4.2M)
Filed 2026-11-03
Sovran Advisors, LLC
INCREASED
Shares28,564 from 27,886
Change+678 (+2%)
Value$2.6M (-$2.5K)
Filed 2026-11-02
Ehrlich Financial Group
INCREASED
Shares28,419 from 20,416
Change+8,003 (+39%)
Value$2.5M (+$607.4K)
Filed 2026-10-20
Stordahl Capital Management, Inc.
DECREASED
Shares28,413 from 30,535
Change-2,122 (-7%)
Value$2.5M (-$350.1K)
Filed 2026-10-22
T3 Companies, LLC
NEW
Shares28,400
Change+28,400
Value$2.5M
Filed 2026-10-22
Lido Advisors, LLC
DECREASED
Shares27,668 from 34,287
Change-6,619 (-19%)
Value$2.5M (-$771.5K)
Filed 2026-11-04
Regatta Capital Group, LLC
DECREASED
Shares27,650 from 32,921
Change-5,271 (-16%)
Value$2.5M (-$644.0K)
Filed 2026-10-23
Autumn Glory Partners, LLC
UNCHANGED
Shares27,227 from 27,227
Change0 (0%)
Value$2.4M (-$143.2K)
Filed 2026-10-26
HCR Wealth Advisors
INCREASED
Shares27,195 from 26,590
Change+605 (+2%)
Value$2.4M (-$85.8K)
Filed 2026-10-15
Cdkv Holdings LLC
DECREASED
Shares27,075 from 28,881
Change-1,806 (-6%)
Value$2.4M (-$313.2K)
Filed 2026-10-28
Sigma Planning Corp
DECREASED
Shares27,061 from 28,294
Change-1,233 (-4%)
Value$2.4M (-$258.9K)
Filed 2026-10-23
Sowell Financial Services LLC
INCREASED
Shares26,954 from 24,390
Change+2,564 (+11%)
Value$2.4M (+$100.6K)
Filed 2026-10-23
Purus Wealth Management, LLC
INCREASED
Shares26,911 from 26,461
Change+450 (+2%)
Value$2.4M (-$99.0K)
Filed 2026-10-15
Encompass More Asset Management
NEW
Shares26,398
Change+26,398
Value$2.4M
Filed 2026-10-16
Analyst IMS Investment Management Services Ltd.
INCREASED
Shares26,302 from 23,627
Change+2,675 (+11%)
Value$2.3M (+$115.0K)
Filed 2026-11-05
Triad Wealth Partners, LLC
INCREASED
Shares26,186 from 26,160
Change+26 (+0%)
Value$2.3M (-$89.4K)
Filed 2026-10-26
EverSource Wealth Advisors, LLC
INCREASED
Shares25,114 from 943
Change+24,171 (+2563%)
Value$2.2M (+$2.2M)
Filed 2026-11-04
Q Fund Management (Hong Kong) Ltd
UNCHANGED
Shares25,000 from 25,000
Change0 (0%)
Value$2.2M (-$131.5K)
Filed 2026-10-14
Greatmark Investment Partners, Inc.
DECREASED
Shares24,946 from 26,556
Change-1,610 (-6%)
Value$2.2M (-$283.5K)
Filed 2026-10-28
Formidable Asset Management, LLC
INCREASED
Shares24,841 from 21,170
Change+3,671 (+17%)
Value$2.3M (+$328.7K)
Filed 2026-11-03
MFA Wealth Advisors, LLC
INCREASED
Shares24,821 from 24,343
Change+478 (+2%)
Value$2.2M (-$85.4K)
Filed 2026-10-07
Eagle Global Advisors LLC
INCREASED
Shares24,757 from 21,547
Change+3,210 (+15%)
Value$2.2M (+$173.3K)
Filed 2026-11-02
Innova Wealth Partners
INCREASED
Shares24,296 from 5,136
Change+19,160 (+373%)
Value$2.2M (+$1.7M)
Filed 2026-10-21
JB Capital LLC
INCREASED
Shares23,779 from 22,777
Change+1,002 (+4%)
Value$2.1M (-$30.2K)
Filed 2026-10-19
ETF Store, Inc.
DECREASED
Shares23,771 from 23,876
Change-105 (0%)
Value$2.1M (-$135.0K)
Filed 2026-10-19
Cypress Capital, LLC
DECREASED
Shares23,709 from 25,276
Change-1,567 (-6%)
Value$2.1M (-$272.9K)
Filed 2026-10-20
First International Bank of Israel Ltd.
INCREASED
Shares23,087 from 21,374
Change+1,713 (+8%)
Value$2.1M (+$40.6K)
Filed 2026-11-04
ShoreHaven Wealth Partners, LLC
INCREASED
Shares22,250 from 18,052
Change+4,198 (+23%)
Value$2.0M (+$280.0K)
Filed 2026-10-16
M Holdings Securities, Inc.
NEW
Shares21,972
Change+21,972
Value$2.0M
Filed 2026-11-03
Midwest Professional Planners, Ltd.
DECREASED
Shares21,965 from 22,018
Change-53 (0%)
Value$2.0M (-$120.5K)
Filed 2026-10-29
Prism Advisors, Inc.
INCREASED
Shares21,929 from 16,419
Change+5,510 (+34%)
Value$2.0M (+$408.8K)
Filed 2026-10-09
Central Pacific Bank - Trust Division
DECREASED
Shares21,815 from 22,215
Change-400 (-2%)
Value$1.9M (-$152.6K)
Filed 2026-10-06
Fortitude Advisory Group L.L.C.
DECREASED
Shares21,684 from 21,943
Change-259 (-1%)
Value$1.9M (-$138.6K)
Filed 2026-10-15
Midwest Trust Co
DECREASED
Shares21,033 from 21,197
Change-164 (-1%)
Value$1.9M (-$126.1K)
Filed 2026-10-22
Robinson Value Management, Ltd.
INCREASED
Shares20,950 from 19,828
Change+1,122 (+6%)
Value$1.9M (-$4.1K)
Filed 2026-10-20
Krilogy Financial LLC
DECREASED
Shares20,913 from 24,020
Change-3,107 (-13%)
Value$1.9M (-$401.3K)
Filed 2026-10-13
Atlas Brown,Inc.
INCREASED
Shares20,878 from 20,199
Change+679 (+3%)
Value$1.9M (-$45.7K)
Filed 2026-10-09
Israel Discount Bank of New York
INCREASED
Shares20,206 from 19,113
Change+1,093 (+6%)
Value$1.8M (-$2.9K)
Filed 2026-10-14
Canvas Wealth Advisors, LLC
INCREASED
Shares20,101 from 5,300
Change+14,801 (+279%)
Value$1.8M (+$1.3M)
Filed 2026-11-02
GC Wealth Management RIA, LLC
INCREASED
Shares19,933 from 17,936
Change+1,997 (+11%)
Value$1.8M (+$84.0K)
Filed 2026-11-02
United Asset Strategies, Inc.
INCREASED
Shares19,487 from 17,951
Change+1,536 (+9%)
Value$1.7M (+$42.8K)
Filed 2026-10-28
WealthTrust Asset Management, LLC
INCREASED
Shares18,982 from 14,792
Change+4,190 (+28%)
Value$1.7M (+$296.4K)
Filed 2026-10-22
Matrix Trust Co
DECREASED
Shares18,960 from 19,259
Change-299 (-2%)
Value$1.7K (-$128)
Filed 2026-10-07
Fifth Third Securities, Inc.
INCREASED
Shares18,901 from 13,901
Change+5,000 (+36%)
Value$1.7M (+$373.4K)
Filed 2026-10-21
DMC Group, LLC
DECREASED
Shares18,757 from 21,025
Change-2,268 (-11%)
Value$1.7M (-$313.1K)
Filed 2026-10-26
Capstone Capital Management Ltd
NEW
Shares18,600
Change+18,600
Value$1.7M
Filed 2026-10-21
Lanark Financial, Inc.
DECREASED
Shares18,475 from 25,250
Change-6,775 (-27%)
Value$1.6M (-$738.0K)
Filed 2026-10-26
Choreo, LLC
DECREASED
Shares17,828 from 32,444
Change-14,616 (-45%)
Value$1.6M (-$1.5M)
Filed 2026-10-28
waypoint wealth counsel
DECREASED
Shares17,678 from 17,784
Change-106 (-1%)
Value$1.6M (-$103.0K)
Filed 2026-10-22
SevenBridge Financial Group, LLC
INCREASED
Shares17,577 from 16,444
Change+1,133 (+7%)
Value$1.6M (+$54.3K)
Filed 2026-10-26
Spire Wealth Management
DECREASED
Shares17,564 from 111,947
Change-94,383 (-84%)
Value$1.6M (-$9.0M)
Filed 2026-10-30
Center For Asset Management LLC
INCREASED
Shares17,384 from 13,537
Change+3,847 (+28%)
Value$1.6M (+$272.3K)
Filed 2026-10-16
Professional Financial Advisors, LLC
INCREASED
Shares17,293 from 2,331
Change+14,962 (+642%)
Value$1.5M (+$1.3M)
Filed 2026-10-13
Beam Wealth Advisors, Inc.
DECREASED
Shares17,200 from 40,324
Change-23,124 (-57%)
Value$1.5M (-$2.3M)
Filed 2026-11-03
Prairie Advisory, LLC
INCREASED
Shares17,160 from 9,034
Change+8,126 (+90%)
Value$1.5M (+$678.2K)
Filed 2026-10-19
International Private Wealth Advisors LLC
INCREASED
Shares16,948 from 7,826
Change+9,122 (+117%)
Value$1.5M (+$773.5K)
Filed 2026-11-05
CFS Investment Advisory Services, LLC
DECREASED
Shares16,827 from 37,648
Change-20,821 (-55%)
Value$1.5M (-$2.0M)
Filed 2026-10-19
Ascent Group, LLC
DECREASED
Shares16,392 from 24,882
Change-8,490 (-34%)
Value$1.5M (-$889.1K)
Filed 2026-10-30
TSA Wealth Managment LLC
DECREASED
Shares15,855 from 34,182
Change-18,327 (-54%)
Value$1.4M (-$1.8M)
Filed 2026-10-22
First Horizon Corp
UNCHANGED
Shares15,816 from 15,816
Change0 (0%)
Value$1.4M (-$83.2K)
Filed 2026-10-26
Wedbush Securities Inc
INCREASED
Shares15,633 from 15,315
Change+318 (+2%)
Value$1.4K (-$1.4M)
Filed 2026-10-22
Glaxis Capital Management, LLC
DECREASED
Shares15,500 from 15,840
Change-340 (-2%)
Value$1.4M (-$113.7K)
Filed 2026-11-02
Global View Capital Management LLC
INCREASED
Shares15,463 from 5,702
Change+9,761 (+171%)
Value$1.4M (+$841.8K)
Filed 2026-10-28
Dutch Asset Corp
NEW
Shares15,232
Change+15,232
Value$1.4M
Filed 2026-10-20
Blue Jean Financial LLC
NEW
Shares15,007
Change+15,007
Value$1.3M
Filed 2026-10-20
Marshall & Sterling Wealth Advisors Inc.
DECREASED
Shares14,998 from 38,958
Change-23,960 (-61%)
Value$1.3M (-$2.3M)
Filed 2026-10-28
Bingham Private Wealth, LLC
INCREASED
Shares14,855 from 14,541
Change+314 (+2%)
Value$1.3M (-$48.4K)
Filed 2026-11-05
Kornitzer Capital Management Inc
INCREASED
Shares14,473 from 13,713
Change+760 (+6%)
Value$1.3M (-$4.3K)
Filed 2026-11-03
Quadrant Private Wealth Management, LLC
NEW
Shares13,841
Change+13,841
Value$1.2M
Filed 2026-11-04
LexAurum Advisors, LLC
UNCHANGED
Shares13,578 from 13,578
Change0 (0%)
Value$1.2M (-$71.4K)
Filed 2026-10-19
Wlth Capital Management, LLC
DECREASED
Shares13,502 from 226,074
Change-212,572 (-94%)
Value$1.2M (-$20.2M)
Filed 2026-10-20
Harbor Capital Advisors, Inc.
DECREASED
Shares13,425 from 27,904
Change-14,479 (-52%)
Value$1.2K (-$2.6M)
Filed 2026-10-22
Flagstar Securities, Inc
INCREASED
Shares13,361 from 12,436
Change+925 (+7%)
Value$1.2M (+$17.2K)
Filed 2026-10-15
Two West Capital Advisors LLC
INCREASED
Shares13,281 from 9,212
Change+4,069 (+44%)
Value$1.2M (+$326.3K)
Filed 2026-10-15
Gilpin Wealth Management, LLC
INCREASED
Shares13,046 from 11,720
Change+1,326 (+11%)
Value$1.2M (+$56.8K)
Filed 2026-10-09
Private Trust Co NA
INCREASED
Shares13,037 from 11,472
Change+1,565 (+14%)
Value$1.2M (+$79.4K)
Filed 2026-10-20
Csenge Advisory Group
DECREASED
Shares13,031 from 18,264
Change-5,233 (-29%)
Value$1.2M (-$563.4K)
Filed 2026-11-04
Buck Wealth Strategies, LLC
DECREASED
Shares12,949 from 19,372
Change-6,423 (-33%)
Value$1.2M (-$675.6K)
Filed 2026-10-28
TriaGen Wealth Management LLC
INCREASED
Shares12,836 from 12,098
Change+738 (+6%)
Value$1.1M (+$2.3K)
Filed 2026-10-14
Capital Investment Advisory Services, LLC
DECREASED
Shares12,821 from 17,422
Change-4,601 (-26%)
Value$1.1M (-$501.3K)
Filed 2026-10-30
HUB Investment Partners, LLC
DECREASED
Shares12,748 from 13,742
Change-994 (-7%)
Value$1.1M (-$161.0K)
Filed 2026-11-03
BCM Advisors, LLC
DECREASED
Shares12,678 from 14,322
Change-1,644 (-11%)
Value$1.2M (-$169.0K)
Filed 2026-11-03
Summa Corp.
DECREASED
Shares12,555 from 13,827
Change-1,272 (-9%)
Value$1.1M (-$186.3K)
Filed 2026-10-30
International Assets Investment Management, LLC
DECREASED
Shares12,227 from 12,416
Change-189 (-2%)
Value$1.1M (-$75.6K)
Filed 2026-11-02
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares12,153 from 14,794
Change-2,641 (-18%)
Value$1.1M (-$313.7K)
Filed 2026-10-29
Meitav Investment House LTD
DECREASED
Shares12,111 from 15,589
Change-3,478 (-22%)
Value$1.1M (-$392.9K)
Filed 2026-10-28
Creative Financial Designs Inc
INCREASED
Shares12,077 from 4,469
Change+7,608 (+170%)
Value$1.1M (+$655.9K)
Filed 2026-11-04
Catalyst Private Wealth, LLC
INCREASED
Shares12,004 from 7,713
Change+4,291 (+56%)
Value$1.1M (+$342.7K)
Filed 2026-10-13
Cosner Financial Group, LLC
INCREASED
Shares11,986 from 11,834
Change+152 (+1%)
Value$1.1M (-$48.6K)
Filed 2026-11-03
Banque Pictet & CIE SA
UNCHANGED
Shares11,976 from 11,976
Change0 (0%)
Value$1.1M (-$63.0K)
Filed 2026-10-16
Integras Partners LLC
DECREASED
Shares11,963 from 12,403
Change-440 (-4%)
Value$1.1M (-$104.6K)
Filed 2026-10-30
SeaCrest Wealth Management, LLC
UNCHANGED
Shares11,665 from 11,665
Change0 (0%)
Value$1.0M (-$61.4K)
Filed 2026-10-21
Forza Wealth Management, LLC
UNCHANGED
Shares11,615 from 11,615
Change0 (0%)
Value$1.0M (-$61.1K)
Filed 2026-10-20
Moneywise, Inc.
INCREASED
Shares11,501 from 2,313
Change+9,188 (+397%)
Value$1.0M (+$808.4K)
Filed 2026-10-30
Ndwm LLC
INCREASED
Shares11,198 from 11,163
Change+35 (+0%)
Value$1.0M (-$55.6K)
Filed 2026-11-05
D.A. Davidson & Co.
DECREASED
Shares11,087 from 73,871
Change-62,784 (-85%)
Value$990.2K (-$6.0M)
Filed 2026-10-28
Mission Wealth Management, LP
DECREASED
Shares10,801 from 13,657
Change-2,856 (-21%)
Value$964.7K (-$326.8K)
Filed 2026-10-15
LightSquare Wealth Management, LLC
INCREASED
Shares10,756 from 8,216
Change+2,540 (+31%)
Value$960.6K (+$183.7K)
Filed 2026-11-03
Financial Network Wealth Advisors LLC
INCREASED
Shares10,756 from 10,510
Change+246 (+2%)
Value$960.6K (-$33.3K)
Filed 2026-10-28
Lifetime Wealth Management P.C.
DECREASED
Shares10,652 from 11,955
Change-1,303 (-11%)
Value$951.3K (-$179.3K)
Filed 2026-10-29
Veltria Advisors Corp.
UNCHANGED
Shares10,515 from 10,515
Change0 (0%)
Value$939.1K (-$55.3K)
Filed 2026-11-05
Union Bancaire Privee, UBP SA
UNCHANGED
Shares10,457 from 10,457
Change0 (0%)
Value$935.4K (-$58.7K)
Filed 2026-11-04
Evolution Wealth Advisors, LLC
UNCHANGED
Shares10,382 from 10,382
Change0 (0%)
Value$927.2K (-$54.6K)
Filed 2026-11-03
Horst & Graben Wealth Management LLC
DECREASED
Shares10,244 from 28,030
Change-17,786 (-63%)
Value$914.9K (-$1.7M)
Filed 2026-11-02
Paladin Partners, LLC
UNCHANGED
Shares10,226 from 10,226
Change0 (0%)
Value$913.3K (-$53.8K)
Filed 2026-10-06
Lewis Asset Management, LLC
DECREASED
Shares10,205 from 11,418
Change-1,213 (-11%)
Value$911.4K (-$168.3K)
Filed 2026-10-14
Facet Wealth, Inc.
INCREASED
Shares10,165 from 4,983
Change+5,182 (+104%)
Value$907.8K (+$436.6K)
Filed 2026-11-04
Mariner Investment Group LLC
DECREASED
Shares10,161 from 22,596
Change-12,435 (-55%)
Value$907.5K (-$1.2M)
Filed 2026-11-04
Cypress Financial Planning LLC
DECREASED
Shares10,068 from 15,533
Change-5,465 (-35%)
Value$899.2K (-$569.8K)
Filed 2026-10-09
Primoris Wealth Advisors, LLC
UNCHANGED
Shares10,033 from 10,033
Change0 (0%)
Value$896.0K (-$52.8K)
Filed 2026-10-28
Roman Butler Fullerton & Co
NEW
Shares9,990
Change+9,990
Value$900.0K
Filed 2026-10-27
Sage Advisory Services, Ltd.Co.
DECREASED
Shares9,973 from 36,863
Change-26,890 (-73%)
Value$891.0K (-$2.6M)
Filed 2026-10-29
Verus Capital Partners, LLC
INCREASED
Shares9,899 from 9,370
Change+529 (+6%)
Value$884.1K (-$2.0K)
Filed 2026-11-03
SteelPeak Wealth, LLC
DECREASED
Shares9,758 from 10,448
Change-690 (-7%)
Value$871.5K (-$116.6K)
Filed 2026-10-16
Benin Management Corp
UNCHANGED
Shares9,555 from 9,555
Change0 (0%)
Value$853.4K (-$50.3K)
Filed 2026-10-22
MGO One Seven LLC
DECREASED
Shares9,527 from 38,527
Change-29,000 (-75%)
Value$850.9K (-$2.8M)
Filed 2026-10-28
Retirement Financial Solutions, LLC
DECREASED
Shares9,501 from 15,818
Change-6,317 (-40%)
Value$848.6K (-$647.4K)
Filed 2026-10-20
B. Riley Wealth Advisors, Inc.
INCREASED
Shares9,304 from 8,856
Change+448 (+5%)
Value$830.9K (-$11.0K)
Filed 2026-10-13
Axxcess Wealth Management, LLC
INCREASED
Shares9,255 from 8,217
Change+1,038 (+13%)
Value$826.6K (+$49.5K)
Filed 2026-10-21
Addis & Hill, Inc
UNCHANGED
Shares9,078 from 9,078
Change0 (0%)
Value$858.5K ($0)
Filed 2026-10-19
Paragon Private Wealth Management, LLC
DECREASED
Shares8,950 from 10,952
Change-2,002 (-18%)
Value$799.3K (-$236.4K)
Filed 2026-10-20
Rockingstone Advisors LLC
INCREASED
Shares8,935 from 6,955
Change+1,980 (+28%)
Value$798.0K (+$140.3K)
Filed 2026-10-16
TCP Asset Management, LLC
DECREASED
Shares8,836 from 9,076
Change-240 (-3%)
Value$786.8K (-$71.5K)
Filed 2026-10-14
Gibbs Wealth Management
INCREASED
Shares8,830 from 6,385
Change+2,445 (+38%)
Value$788.6K (+$184.8K)
Filed 2026-10-22
Bayshore Capital Advisors, LLC
UNCHANGED
Shares8,685 from 8,685
Change0 (0%)
Value$775.7K (-$45.7K)
Filed 2026-11-02
SBI Securities Co., Ltd.
DECREASED
Shares8,669 from 8,983
Change-314 (-3%)
Value$774.2K (-$75.3K)
Filed 2026-10-22
XY Planning Network, Inc.
INCREASED
Shares8,601 from 5,562
Change+3,039 (+55%)
Value$768.2K (+$242.2K)
Filed 2026-10-14
Shepherd Financial Partners LLC
NEW
Shares8,569
Change+8,569
Value$765.3K
Filed 2026-11-03
Apella Capital, LLC
INCREASED
Shares8,554 from 8,514
Change+40 (+0%)
Value$762.2K (-$35.5K)
Filed 2026-10-08
Legacy Private Trust Co.
DECREASED
Shares8,493 from 14,888
Change-6,395 (-43%)
Value$758.5K (-$649.4K)
Filed 2026-10-06
Robertson Stephens Wealth Management, LLC
DECREASED
Shares8,429 from 9,649
Change-1,220 (-13%)
Value$752.8K (-$159.8K)
Filed 2026-10-16
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares8,234 from 7,621
Change+613 (+8%)
Value$735.4K (+$14.7K)
Filed 2026-10-05
StoneX Group Inc.
INCREASED
Shares8,131 from 6,146
Change+1,985 (+32%)
Value$733.3K (+$152.1K)
Filed 2026-11-03
Fiduciary Alliance LLC
DECREASED
Shares8,097 from 8,512
Change-415 (-5%)
Value$723.1K (-$81.8K)
Filed 2026-10-13
CoreCap Advisors, LLC
INCREASED
Shares8,040 from 2,881
Change+5,159 (+179%)
Value$718.1K (+$445.7K)
Filed 2026-10-08
Ascentis Independent Advisors
INCREASED
Shares8,025 from 265
Change+7,760 (+2928%)
Value$717.2K (+$692.1K)
Filed 2026-11-03
Texas Bank & Trust Co
DECREASED
Shares8,017 from 10,010
Change-1,993 (-20%)
Value$716.0K (-$230.6K)
Filed 2026-11-04
First Heartland Consultants, Inc.
INCREASED
Shares8,015 from 7,682
Change+333 (+4%)
Value$715.8K (-$10.7K)
Filed 2026-10-08
Core Wealth Partners LLC
INCREASED
Shares7,858 from 7,201
Change+657 (+9%)
Value$701.8K (+$20.8K)
Filed 2026-11-02
Elwood & Goetz Wealth Advisory Group, LLC
NEW
Shares7,641
Change+7,641
Value$682.4K
Filed 2026-10-28
Narus Financial Partners, LLC
UNCHANGED
Shares7,528 from 7,528
Change0 (0%)
Value$672.3K (-$39.6K)
Filed 2026-10-19
Dedeker Financial LLC
DECREASED
Shares7,374 from 14,311
Change-6,937 (-48%)
Value$658.7K (-$694.9K)
Filed 2026-10-23
Caliber Wealth Management, LLC / KS
INCREASED
Shares7,368 from 7,318
Change+50 (+1%)
Value$658.0K (-$34.0K)
Filed 2026-11-04
Provenance Wealth Advisors, LLC
INCREASED
Shares7,325 from 9
Change+7,316 (+81289%)
Value$654.2K (+$653.3K)
Filed 2026-10-30
Beverly Hills Private Wealth, LLC
UNCHANGED
Shares7,265 from 7,265
Change0 (0%)
Value$648.8K (-$38.2K)
Filed 2026-11-04
Hamilton Capital, LLC
INCREASED
Shares7,223 from 6,103
Change+1,120 (+18%)
Value$645.1K (+$67.9K)
Filed 2026-10-08
Detalus Advisors, LLC
INCREASED
Shares7,181 from 5,722
Change+1,459 (+26%)
Value$641.3K (+$100.2K)
Filed 2026-10-15
Connecticut Wealth Management, LLC
INCREASED
Shares7,164 from 6,890
Change+274 (+4%)
Value$639.8K (-$11.8K)
Filed 2026-10-13
Obermeyer Wealth Partners
DECREASED
Shares7,145 from 7,420
Change-275 (-4%)
Value$638.1K (-$63.6K)
Filed 2026-10-21
Bedminster, LLC
INCREASED
Shares7,095 from 6,917
Change+178 (+3%)
Value$633.7K (-$20.5K)
Filed 2026-11-04
Andina Capital Management, LLC
INCREASED
Shares6,974 from 5,954
Change+1,020 (+17%)
Value$622.8K (+$59.8K)
Filed 2026-10-21
Surience Private Wealth LLC
DECREASED
Shares6,841 from 20,137
Change-13,296 (-66%)
Value$611.0K (-$1.3M)
Filed 2026-10-16
Woodward Diversified Capital, LLC
INCREASED
Shares6,841 from 3,651
Change+3,190 (+87%)
Value$611.0K (+$265.7K)
Filed 2026-10-21
Norden Group LLC
DECREASED
Shares6,813 from 7,064
Change-251 (-4%)
Value$608.4K (-$59.6K)
Filed 2026-10-20
Centerline Wealth Advisors, LLC
DECREASED
Shares6,801 from 27,869
Change-21,068 (-76%)
Value$607.4K (-$2.0M)
Filed 2026-10-15
Brickley Wealth Management
DECREASED
Shares6,698 from 6,723
Change-25 (0%)
Value$598.2K (-$37.6K)
Filed 2026-11-04
Wolverine Asset Management LLC
INCREASED
Shares6,692 from 4,100
Change+2,592 (+63%)
Value$597.7K (+$209.9K)
Filed 2026-11-02
Quadcap Wealth Management, LLC
UNCHANGED
Shares6,620 from 6,620
Change0 (0%)
Value$591.2K (-$34.8K)
Filed 2026-11-02
Promethium Advisors,llc
DECREASED
Shares6,615 from 49,057
Change-42,442 (-87%)
Value$590.8K (-$4.0M)
Filed 2026-10-19
City Center Advisors, LLC
INCREASED
Shares6,595 from 5,847
Change+748 (+13%)
Value$589.0K (+$36.0K)
Filed 2026-10-08
Cambridge Advisors Inc.
UNCHANGED
Shares6,571 from 6,571
Change0 (0%)
Value$586.9K (-$34.6K)
Filed 2026-10-19
Independence Financial Advisors, LLC
DECREASED
Shares6,551 from 14,356
Change-7,805 (-54%)
Value$585.1K (-$772.6K)
Filed 2026-10-08
Patten & Patten Inc
INCREASED
Shares6,522 from 6,397
Change+125 (+2%)
Value$582.5K (-$22.5K)
Filed 2026-10-26
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares6,514 from 7,329
Change-815 (-11%)
Value$581.8K (-$111.3K)
Filed 2026-11-04
Seelaus Asset Management LLC
DECREASED
Shares6,415 from 6,665
Change-250 (-4%)
Value$572.9K (-$57.4K)
Filed 2026-10-14
Winthrop Capital Management, LLC
UNCHANGED
Shares6,323 from 6,323
Change0 (0%)
Value$564.7K (-$33.3K)
Filed 2026-11-05
American Institute for Advanced Investment Management, LLP
DECREASED
Shares6,275 from 6,625
Change-350 (-5%)
Value$560.4K (-$66.1K)
Filed 2026-11-03
Archer Investment Corp
INCREASED
Shares6,274 from 6,221
Change+53 (+1%)
Value$560.3K (-$27.9K)
Filed 2026-11-05
WealthSpring Partners, LLC
NEW
Shares6,260
Change+6,260
Value$559.0K
Filed 2026-10-14
Goelzer Investment Management, Inc.
DECREASED
Shares6,140 from 6,310
Change-170 (-3%)
Value$548.3K (-$48.4K)
Filed 2026-10-16
Three Seasons Wealth, LLC
NEW
Shares6,139
Change+6,139
Value$548.3K
Filed 2026-11-03
Ballast Rock Private Wealth LLC
INCREASED
Shares6,095 from 6,060
Change+35 (+1%)
Value$544.3K (-$28.8K)
Filed 2026-10-26
Mccarter Private Wealth Services LLC
INCREASED
Shares6,033 from 3,717
Change+2,316 (+62%)
Value$538.8K (+$187.2K)
Filed 2026-10-22
J.W. Cole Advisors, Inc.
DECREASED
Shares6,002 from 6,145
Change-143 (-2%)
Value$536.1K (-$45.1K)
Filed 2026-11-05
Moulton Wealth Management, Inc
INCREASED
Shares5,987 from 5,982
Change+5 (+0%)
Value$534.6K (-$28.3K)
Filed 2026-10-13
Amarillo National Bank
DECREASED
Shares5,957 from 6,770
Change-813 (-12%)
Value$532.0K (-$108.2K)
Filed 2026-10-23
Arwa LLC
DECREASED
Shares5,843 from 6,707
Change-864 (-13%)
Value$523.2K (-$105.4K)
Filed 2026-10-21
Montecito Bank & Trust
INCREASED
Shares5,832 from 5,254
Change+578 (+11%)
Value$520.9K (+$24.0K)
Filed 2026-10-01
Claro Advisors Inc.
DECREASED
Shares5,825 from 6,041
Change-216 (-4%)
Value$520.2K (-$51.1K)
Filed 2026-11-02
Lockerman Financial Group, Inc.
INCREASED
Shares5,776 from 5,658
Change+118 (+2%)
Value$515.9K (-$19.2K)
Filed 2026-10-19
E&G Advisors, LLC
UNCHANGED
Shares5,762 from 5,762
Change0 (0%)
Value$514.6K (-$30.3K)
Filed 2026-10-13
Beacon Financial Group
INCREASED
Shares5,666 from 5,587
Change+79 (+1%)
Value$506.0K (-$22.3K)
Filed 2026-10-19
Signal Advisors Wealth, LLC
DECREASED
Shares5,578 from 8,308
Change-2,730 (-33%)
Value$498.2K (-$287.5K)
Filed 2026-10-13
Belvedere Trading LLC
NEW
Shares5,571
Change+5,571
Value$497.5K
Filed 2026-11-05
Realta Investment Advisors
INCREASED
Shares5,509 from 4,243
Change+1,266 (+30%)
Value$492.0K (+$90.7K)
Filed 2026-10-14
Sapient Capital LLC
DECREASED
Shares5,501 from 6,054
Change-553 (-9%)
Value$491.3K (-$81.2K)
Filed 2026-10-08
Endowment Wealth Management, Inc.
INCREASED
Shares5,274 from 3,836
Change+1,438 (+37%)
Value$471.0K (+$108.3K)
Filed 2026-11-03
Founders Financial Securities LLC
INCREASED
Shares5,189 from 2,446
Change+2,743 (+112%)
Value$463.4K (+$232.1K)
Filed 2026-10-28
Cresta Advisors, Ltd.
UNCHANGED
Shares5,140 from 5,140
Change0 (0%)
Value$459.1K (-$27.0K)
Filed 2026-10-14
Joel Adams & Associates, Inc.
INCREASED
Shares5,120 from 4,549
Change+571 (+13%)
Value$457.3K (+$27.1K)
Filed 2026-11-02
Retirement Planning Group, LLC
INCREASED
Shares5,090 from 4,867
Change+223 (+5%)
Value$454.6K (-$5.7K)
Filed 2026-10-19
Associated Banc-Corp
DECREASED
Shares5,055 from 5,517
Change-462 (-8%)
Value$451.5K (-$70.3K)
Filed 2026-10-30
Cyndeo Wealth Partners, LLC
DECREASED
Shares5,004 from 18,572
Change-13,568 (-73%)
Value$446.9K (-$1.3M)
Filed 2026-10-16
KG Capital Management
DECREASED
Shares4,996 from 7,560
Change-2,564 (-34%)
Value$446.2K (-$268.8K)
Filed 2026-10-15
Fulton Breakefield Broenniman LLC
DECREASED
Shares4,956 from 5,656
Change-700 (-12%)
Value$442.6K (-$92.3K)
Filed 2026-11-03
VestGen Advisors, LLC
DECREASED
Shares4,841 from 34,637
Change-29,796 (-86%)
Value$432.4K (-$2.8M)
Filed 2026-10-27
Trek Financial, LLC
INCREASED
Shares4,832 from 4,362
Change+470 (+11%)
Value$431.5K (+$19.0K)
Filed 2026-10-29
Narwhal Capital Management
NEW
Shares4,776
Change+4,776
Value$426.5K
Filed 2026-11-04
Cambiar Investors LLC
UNCHANGED
Shares4,740 from 4,740
Change0 (0%)
Value$423.3K (-$24.9K)
Filed 2026-11-04
DKM Wealth Management, Inc.
UNCHANGED
Shares4,702 from 4,702
Change0 (0%)
Value$419.9K (-$24.7K)
Filed 2026-10-09
Capital Investment Advisors, LLC
DECREASED
Shares4,684 from 4,798
Change-114 (-2%)
Value$418.3K (-$35.4K)
Filed 2026-10-22
Avidian Wealth Enterprises, LLC
DECREASED
Shares4,626 from 12,949
Change-8,323 (-64%)
Value$413.2K (-$811.4K)
Filed 2026-10-08
Maia Wealth LLC
DECREASED
Shares4,535 from 4,895
Change-360 (-7%)
Value$405.0K (-$57.9K)
Filed 2026-10-19
Jessup Wealth Management, Inc
DECREASED
Shares4,524 from 118,652
Change-114,128 (-96%)
Value$404.1K (-$10.8M)
Filed 2026-10-20
Prosperity Financial Group, Inc.
NEW
Shares4,446
Change+4,446
Value$397.1K
Filed 2026-10-29
BridgePort Financial Solutions, LLC
UNCHANGED
Shares4,445 from 4,445
Change0 (0%)
Value$397.0K (-$23.4K)
Filed 2026-11-02
Investment Planning Advisors, Inc.
INCREASED
Shares4,421 from 3,904
Change+517 (+13%)
Value$394.8K (+$25.6K)
Filed 2026-10-14
Legacy Wealth Partners, LLC
INCREASED
Shares4,405 from 3,789
Change+616 (+16%)
Value$393.5K (+$35.1K)
Filed 2026-10-15
Hudock, Inc.
DECREASED
Shares4,395 from 117,395
Change-113,000 (-96%)
Value$392.5K (-$10.7M)
Filed 2026-10-14
CWC Advisors, Llc.
DECREASED
Shares4,372 from 4,386
Change-14 (0%)
Value$390.5K (-$24.3K)
Filed 2026-10-15
Net Worth Advisory Group
DECREASED
Shares4,308 from 4,460
Change-152 (-3%)
Value$384.7K (-$37.1K)
Filed 2026-10-20
Tran Capital Management, L.P.
UNCHANGED
Shares4,230 from 4,230
Change0 (0%)
Value$377.8K (-$22.3K)
Filed 2026-10-19
Financial Management Network Inc
INCREASED
Shares4,187 from 4,176
Change+11 (+0%)
Value$372.8K (-$19.0K)
Filed 2026-10-09
Indivisible Partners
INCREASED
Shares4,082 from 2,596
Change+1,486 (+57%)
Value$364.6K (+$119.0K)
Filed 2026-10-26
Stanley-Laman Group, Ltd.
INCREASED
Shares4,009 from 4,000
Change+9 (+0%)
Value$358.1K (-$20.2K)
Filed 2026-10-20
Regions Financial Corp
DECREASED
Shares3,968 from 13,509
Change-9,541 (-71%)
Value$354.4K (-$923.2K)
Filed 2026-11-05
KPP Advisory Services LLC
INCREASED
Shares3,968 from 3,183
Change+785 (+25%)
Value$354.4K (+$53.4K)
Filed 2026-10-26
McAdam, LLC
INCREASED
Shares3,936 from 2,532
Change+1,404 (+55%)
Value$351.5K (+$112.1K)
Filed 2026-10-21
Pacific Excel Wealth Advisors, Inc.
NEW
Shares3,924
Change+3,924
Value$350.5K
Filed 2026-10-27
IMG Wealth Management, Inc.
DECREASED
Shares3,915 from 3,969
Change-54 (-1%)
Value$349.6K (-$25.7K)
Filed 2026-10-27
Financial & Tax Architects, LLC
DECREASED
Shares3,911 from 4,171
Change-260 (-6%)
Value$349.3K (-$45.2K)
Filed 2026-10-15
OpenArc Corporate Advisory, LLC
DECREASED
Shares3,858 from 7,922
Change-4,064 (-51%)
Value$344.6K (-$404.6K)
Filed 2026-10-21
Centennial Advisors, LLC
NEW
Shares3,839
Change+3,839
Value$342.9K
Filed 2026-10-21
HB Wealth Management, LLC
NEW
Shares3,781
Change+3,781
Value$337.7K
Filed 2026-10-23
Silverlake Wealth Management LLC
DECREASED
Shares3,771 from 6,066
Change-2,295 (-38%)
Value$336.8K (-$236.9K)
Filed 2026-10-21
Verdence Capital Advisors LLC
DECREASED
Shares3,736 from 3,820
Change-84 (-2%)
Value$333.7K (-$27.6K)
Filed 2026-10-26
Nottingham Advisors, Inc.
UNCHANGED
Shares3,723 from 3,723
Change0 (0%)
Value$332.5K (-$15.8K)
Filed 2026-10-29
Lunt Capital Management, Inc.
UNCHANGED
Shares3,717 from 3,717
Change0 (0%)
Value$332.0K (-$19.6K)
Filed 2026-10-30
Brighton Jones LLC
INCREASED
Shares3,700 from 3,618
Change+82 (+2%)
Value$330.4K (-$11.8K)
Filed 2026-11-03
Stackstone Wealth, LLC
NEW
Shares3,695
Change+3,695
Value$330.0K
Filed 2026-10-19
Gaddis Premier Wealth Advisors LLC
INCREASED
Shares3,671 from 3,670
Change+1 (+0%)
Value$327.9K (-$19.2K)
Filed 2026-10-29
Kingswood Wealth Advisors, LLC
DECREASED
Shares3,644 from 3,686
Change-42 (-1%)
Value$325.4K (-$23.1K)
Filed 2026-10-23
Tull Financial Group, Inc.
INCREASED
Shares3,642 from 3,605
Change+37 (+1%)
Value$325.3K (-$15.6K)
Filed 2026-11-05
Elevated Financial Group LLC
NEW
Shares3,634
Change+3,634
Value$324.6K
Filed 2026-10-16
NBT Bank, N.A.
UNCHANGED
Shares3,627 from 3,627
Change0 (0%)
Value$323.9K (-$19.1K)
Filed 2026-10-21
Acorn Wealth Advisors, LLC
DECREASED
Shares3,574 from 5,099
Change-1,525 (-30%)
Value$319.2K (-$163.1K)
Filed 2026-10-19
Parallel Advisors, LLC
DECREASED
Shares3,566 from 3,752
Change-186 (-5%)
Value$318.5K (-$36.3K)
Filed 2026-11-03
Avantra Family Wealth, Inc.
INCREASED
Shares3,544 from 2,116
Change+1,428 (+67%)
Value$316.5K (+$116.4K)
Filed 2026-10-20
Viewpoint Investment Partners Corp
UNCHANGED
Shares3,522 from 3,522
Change0 (0%)
Value$314.6K (-$18.5K)
Filed 2026-10-26
RDA Financial Network
INCREASED
Shares3,518 from 3,070
Change+448 (+15%)
Value$314.2K (+$23.9K)
Filed 2026-10-15
Ignite Planners, LLC
INCREASED
Shares3,488 from 3,477
Change+11 (+0%)
Value$311.5K (-$17.3K)
Filed 2026-10-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares3,455 from 4,113
Change-658 (-16%)
Value$308.6K (-$80.4K)
Filed 2026-10-27
FC Advisory LLC
INCREASED
Shares3,406 from 3,259
Change+147 (+5%)
Value$304.2K (-$4.0K)
Filed 2026-10-05
Hohimer Wealth Management, LLC
NEW
Shares3,399
Change+3,399
Value$303.6K
Filed 2026-11-04
Hudson Capital Management LLC
INCREASED
Shares3,398 from 3,199
Change+199 (+6%)
Value$303.5K (+$946)
Filed 2026-10-20
Yoder Wealth Management, Inc.
UNCHANGED
Shares3,394 from 3,394
Change0 (0%)
Value$304.7K (-$15.2K)
Filed 2026-10-13
Tactive Advisors, LLC
NEW
Shares3,386
Change+3,386
Value$302.4K
Filed 2026-10-08
Ridgecrest Wealth Partners, LLC
NEW
Shares3,350
Change+3,350
Value$299.2K
Filed 2026-10-19
Sound Income Strategies, LLC
DECREASED
Shares3,317 from 3,332
Change-15 (0%)
Value$296.7K (-$18.4K)
Filed 2026-10-09
Oregon Pacific Wealth Management, LLC
NEW
Shares3,251
Change+3,251
Value$290.3K
Filed 2026-10-20
R. W. Roge & Company, Inc.
UNCHANGED
Shares3,217 from 3,217
Change0 (0%)
Value$287.0K (-$17.0K)
Filed 2026-11-04
Stirlingshire Investments, Inc.
INCREASED
Shares3,204 from 2,919
Change+285 (+10%)
Value$286.2K (+$10.1K)
Filed 2026-11-05
Town Capital LLC
INCREASED
Shares3,168 from 2,481
Change+687 (+28%)
Value$282.9K (+$48.3K)
Filed 2026-11-03
Spirit of America Management Corp
DECREASED
Shares3,152 from 296,006
Change-292,854 (-99%)
Value$281.9K (+$278.7K)
Filed 2026-10-14
Strategy Asset Managers LLC
UNCHANGED
Shares3,138 from 3,138
Change0 (0%)
Value$280.3K (-$16.5K)
Filed 2026-10-14
Founders Grove Wealth Partners, LLC
DECREASED
Shares3,083 from 3,626
Change-543 (-15%)
Value$275.3K (-$67.6K)
Filed 2026-10-16
WealthCare Investment Partners, LLC
DECREASED
Shares3,082 from 3,603
Change-521 (-14%)
Value$275.2K (-$65.5K)
Filed 2026-11-05
Traphagen Investment Advisors LLC
DECREASED
Shares3,052 from 3,954
Change-902 (-23%)
Value$272.6K (-$101.3K)
Filed 2026-10-14
Keeler Thomas Management LLC
INCREASED
Shares3,043 from 2,466
Change+577 (+23%)
Value$271.8K (+$38.5K)
Filed 2026-10-29
Shayne & Jacobs, LLC
UNCHANGED
Shares3,040 from 3,040
Change0 (0%)
Value$271.5K (-$16.0K)
Filed 2026-10-21
Triumph Capital Management
DECREASED
Shares3,037 from 5,625
Change-2,588 (-46%)
Value$271.2K (-$260.7K)
Filed 2026-10-14
Accelerate Investment Advisors LLC
INCREASED
Shares3,004 from 2,754
Change+250 (+9%)
Value$268.3K (+$7.8K)
Filed 2026-11-02
Compass Ion Advisors, LLC
INCREASED
Shares2,948 from 2,940
Change+8 (+0%)
Value$263.3K (-$14.8K)
Filed 2026-10-23
Burke & Herbert Bank & Trust Co
DECREASED
Shares2,927 from 2,987
Change-60 (-2%)
Value$261.4K (-$21.1K)
Filed 2026-11-02
Nolet Wealth Management, LLC
NEW
Shares2,921
Change+2,921
Value$260.9K
Filed 2026-10-15
Tcfg Investment Advisors, LLC
DECREASED
Shares2,918 from 2,944
Change-26 (-1%)
Value$260.6K (-$17.8K)
Filed 2026-10-20
Northwest Financial Advisors
DECREASED
Shares2,900 from 2,917
Change-17 (-1%)
Value$259.0K (-$16.9K)
Filed 2026-10-27
Ridgewood Investments LLC
DECREASED
Shares2,862 from 2,911
Change-49 (-2%)
Value$255.6K (-$19.7K)
Filed 2026-10-05
Pinnacle Bancorp, Inc.
DECREASED
Shares2,778 from 3,267
Change-489 (-15%)
Value$248.1K (-$60.9K)
Filed 2026-10-21
Transce3nd, LLC
INCREASED
Shares2,773 from 1,784
Change+989 (+55%)
Value$250.2K (+$83.2K)
Filed 2026-10-26
M.E. Allison & Co., Inc.
INCREASED
Shares2,764 from 2,757
Change+7 (+0%)
Value$246.9K (-$13.9K)
Filed 2026-10-09
Rede Wealth, LLC
DECREASED
Shares2,759 from 2,768
Change-9 (0%)
Value$246.4K (-$15.4K)
Filed 2026-10-22
Advisory Solutions Group, LLC
INCREASED
Shares2,743 from 2,505
Change+238 (+10%)
Value$245.0K (+$8.1K)
Filed 2026-10-14
Carrera Capital Advisors
INCREASED
Shares2,713 from 2,693
Change+20 (+1%)
Value$242.3K (-$12.4K)
Filed 2026-11-03
Aurora Private Wealth, Inc.
DECREASED
Shares2,680 from 3,577
Change-897 (-25%)
Value$239 (-$337.8K)
Filed 2026-10-20
Patten Group, Inc.
DECREASED
Shares2,678 from 3,218
Change-540 (-17%)
Value$239.2K (-$65.2K)
Filed 2026-10-26
Glenview Trust Co
INCREASED
Shares2,665 from 2,234
Change+431 (+19%)
Value$238.0K (+$26.7K)
Filed 2026-10-28
Cypress Wealth Services, LLC
DECREASED
Shares2,662 from 5,870
Change-3,208 (-55%)
Value$237.3K (-$317.9K)
Filed 2026-10-21
Piscataqua Savings Bank
INCREASED
Shares2,656 from 2,256
Change+400 (+18%)
Value$237.2K (+$23.9K)
Filed 2026-10-21
Bluedoor Private Wealth, LLC
DECREASED
Shares2,642 from 3,176
Change-534 (-17%)
Value$236.0K (-$64.4K)
Filed 2026-11-05
Forbes J M & Co LLP
DECREASED
Shares2,637 from 2,672
Change-35 (-1%)
Value$235.5K (-$17.2K)
Filed 2026-10-16
Sun Group Wealth Partners
UNCHANGED
Shares2,618 from 2,618
Change0 (0%)
Value$233.8K (-$13.8K)
Filed 2026-10-26
Vicus Capital
NEW
Shares2,608
Change+2,608
Value$232.9K
Filed 2026-11-05
TopTier Wealth Management, LLC
INCREASED
Shares2,573 from 2,557
Change+16 (+1%)
Value$229.8K (-$12.0K)
Filed 2026-10-16
Essex Bank
NEW
Shares2,521
Change+2,521
Value$225.1K
Filed 2026-10-16
Sanchez Gaunt Capital Management, LLC
NEW
Shares2,513
Change+2,513
Value$224.4K
Filed 2026-11-03
KFA Private Wealth Group, LLC
DECREASED
Shares2,512 from 2,599
Change-87 (-3%)
Value$224.4K (-$21.4K)
Filed 2026-10-07
LFG Wealth Partners, LLC
NEW
Shares2,509
Change+2,509
Value$224.1K
Filed 2026-10-28
Capital Square, LLC
NEW
Shares2,507
Change+2,507
Value$223.9K
Filed 2026-10-19
Breakwater Capital Group
DECREASED
Shares2,507 from 7,570
Change-5,063 (-67%)
Value$223.9K (-$492.0K)
Filed 2026-10-09
SigFig Wealth Management, LLC
NEW
Shares2,502
Change+2,502
Value$223.5K
Filed 2026-10-07
Journey Beyond Wealth, LLC
NEW
Shares2,487
Change+2,487
Value$222.1K
Filed 2026-11-04
First National Trust Co
NEW
Shares2,464
Change+2,464
Value$220.1K
Filed 2026-10-28
Portfolio Resources Advisor Group, Inc.
INCREASED
Shares2,457 from 2,255
Change+202 (+9%)
Value$219.4K (+$6.2K)
Filed 2026-10-20
Hobart Private Capital, LLC
DECREASED
Shares2,426 from 3,906
Change-1,480 (-38%)
Value$216.7K (-$152.7K)
Filed 2026-10-19
Welch & Forbes LLC
UNCHANGED
Shares2,416 from 2,416
Change0 (0%)
Value$215.8K (-$12.7K)
Filed 2026-11-04
First Affirmative Financial Network
NEW
Shares2,408
Change+2,408
Value$215.1K
Filed 2026-10-21
Wetzel Investment Advisors, Inc.
INCREASED
Shares2,371 from 2,253
Change+118 (+5%)
Value$211.8K (-$1.3K)
Filed 2026-10-13
Intergy Private Wealth, LLC
DECREASED
Shares2,370 from 4,887
Change-2,517 (-51%)
Value$211.7K (-$250.5K)
Filed 2026-10-16
Asset One Wealth Management LLC
NEW
Shares2,355
Change+2,355
Value$210.3K
Filed 2026-11-02
Busey Bank
INCREASED
Shares2,322 from 2,214
Change+108 (+5%)
Value$207.4K (-$2.0K)
Filed 2026-10-26
Chapman Financial Group, LLC
UNCHANGED
Shares2,320 from 2,320
Change0 (0%)
Value$207.2K (-$12.2K)
Filed 2026-10-26
Bigelow Investment Advisors, LLC
DECREASED
Shares2,318 from 2,463
Change-145 (-6%)
Value$207.0K (-$25.9K)
Filed 2026-10-13
BankPlus Wealth Management LLC
INCREASED
Shares2,283 from 2,259
Change+24 (+1%)
Value$203.9K (-$9.8K)
Filed 2026-10-13
4J Wealth Management LLC
DECREASED
Shares2,274 from 2,912
Change-638 (-22%)
Value$203.0K (-$72.3K)
Filed 2026-11-02
XXI Wealth, LLC
INCREASED
Shares2,255 from 2,227
Change+28 (+1%)
Value$201.4K (-$9.2K)
Filed 2026-10-22
Palisade Asset Management, LLC
UNCHANGED
Shares2,250 from 2,250
Change0 (0%)
Value$200.9K (-$11.8K)
Filed 2026-11-03
Highline Wealth Partners LLC
INCREASED
Shares2,227 from 1,242
Change+985 (+79%)
Value$198.9K (+$81.4K)
Filed 2026-10-19
Ashton Thomas Securities, LLC
NEW
Shares2,149
Change+2,149
Value$186.9K
Filed 2026-10-26
Bayban
UNCHANGED
Shares2,100 from 2,100
Change0 (0%)
Value$198.6K ($0)
Filed 2026-11-05
Evolution Wealth Management Inc.
DECREASED
Shares1,946 from 2,052
Change-106 (-5%)
Value$173.8K (-$20.3K)
Filed 2026-10-28
Jacobi Capital Management LLC
NEW
Shares1,904
Change+1,904
Value$170.0K
Filed 2026-11-05
J.Safra Asset Management Corp
NEW
Shares1,774
Change+1,774
Value$158.4K
Filed 2026-11-03
Westside Investment Management, Inc.
DECREASED
Shares1,630 from 2,224
Change-594 (-27%)
Value$145.6K (-$64.8K)
Filed 2026-11-02
Wilmington Savings Fund Society, FSB
DECREASED
Shares1,444 from 1,474
Change-30 (-2%)
Value$129.0K (-$10.4K)
Filed 2026-10-23
Duncker Streett & Co Inc
UNCHANGED
Shares1,437 from 1,437
Change0 (0%)
Value$128.3K (-$7.6K)
Filed 2026-10-27
Noble Wealth Management PBC
DECREASED
Shares1,427 from 1,693
Change-266 (-16%)
Value$127.4K (-$32.7K)
Filed 2026-10-01
Center for Financial Planning, Inc.
UNCHANGED
Shares1,390 from 1,390
Change0 (0%)
Value$124.1K (-$7.3K)
Filed 2026-10-26
Owl Creek Wealth Partners LLC
UNCHANGED
Shares1,374 from 1,374
Change0 (0%)
Value$122.7K (-$7.2K)
Filed 2026-10-20
Root Financial Partners, LLC
NEW
Shares1,367
Change+1,367
Value$122.1K
Filed 2026-10-21
Larson Financial Group LLC
DECREASED
Shares1,357 from 1,622
Change-265 (-16%)
Value$121.2K (-$32.2K)
Filed 2026-11-05
Golden State Wealth Management, LLC
UNCHANGED
Shares1,354 from 1,354
Change0 (0%)
Value$121.0K (-$7.1K)
Filed 2026-11-02
Jcic Asset Management Inc.
DECREASED
Shares1,250 from 2,145
Change-895 (-42%)
Value$111.6K (-$93.1K)
Filed 2026-10-30
Mechanics Financial Corp
DECREASED
Shares1,220 from 1,510
Change-290 (-19%)
Value$109.0K (-$33.8K)
Filed 2026-11-05
Harbor Investment Advisory, LLC
UNCHANGED
Shares1,211 from 1,211
Change0 (0%)
Value$108.2K (-$6.4K)
Filed 2026-10-13
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares1,196 from 1,196
Change0 (0%)
Value$106.8K (-$6.3K)
Filed 2026-10-15
Ascentis Wealth Management, LLC
DECREASED
Shares1,144 from 9,238
Change-8,094 (-88%)
Value$102.2K (-$771.5K)
Filed 2026-11-03
Finley Financial, LLC
UNCHANGED
Shares1,050 from 1,050
Change0 (0%)
Value$93.8K (-$5.5K)
Filed 2026-10-28
Kingdom Financial Group Llc.
INCREASED
Shares965 from 104
Change+861 (+828%)
Value$86.2K (+$76.4K)
Filed 2026-11-04
Signature Equity Partners, LLC
INCREASED
Shares964 from 217
Change+747 (+344%)
Value$86.1K (+$65.6K)
Filed 2026-10-29
Nvwm, LLC
INCREASED
Shares958 from 914
Change+44 (+5%)
Value$85.6K (-$878)
Filed 2026-10-14
Bfsg, LLC
DECREASED
Shares925 from 1,098
Change-173 (-16%)
Value$82.6K (-$21.2K)
Filed 2026-10-30
Capital Investment Counsel, Inc
INCREASED
Shares895 from 295
Change+600 (+203%)
Value$80.0K (+$52.0K)
Filed 2026-10-20
Lloyd Advisory Services, Llc.
NEW
Shares859
Change+859
Value$76.8K
Filed 2026-11-02
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares827 from 827
Change0 (0%)
Value$73.9K (-$4.4K)
Filed 2026-10-27
Cordgrass Capital Advisors, LLC
DECREASED
Shares822 from 1,036
Change-214 (-21%)
Value$73.4K (-$24.6K)
Filed 2026-10-30
Rossby Financial, LCC
INCREASED
Shares785 from 380
Change+405 (+107%)
Value$70.1K (+$34.2K)
Filed 2026-11-05
Pflug Koory, LLC
UNCHANGED
Shares761 from 761
Change0 (0%)
Value$68.0K (-$4.0K)
Filed 2026-10-26
BankChampaign, National Association
UNCHANGED
Shares758 from 758
Change0 (0%)
Value$67.7K (-$4.0K)
Filed 2026-10-19
Covestor Ltd
DECREASED
Shares593 from 1,648
Change-1,055 (-64%)
Value$53 (-$155.9K)
Filed 2026-10-30
PFS Partners, LLC
UNCHANGED
Shares567 from 567
Change0 (0%)
Value$50.6K (-$3.0K)
Filed 2026-10-21
GK Wealth Management LLC
NEW
Shares546
Change+546
Value$48.8K
Filed 2026-10-09
Powell Investment Advisors, LLC
UNCHANGED
Shares524 from 524
Change0 (0%)
Value$46.8K (-$2.8K)
Filed 2026-10-22
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares499 from 499
Change0 (0%)
Value$44.6K (-$2.6K)
Filed 2026-10-19
CX Institutional
INCREASED
Shares469 from 343
Change+126 (+37%)
Value$42 (+$10)
Filed 2026-10-02
Barrett & Company, Inc.
UNCHANGED
Shares460 from 460
Change0 (0%)
Value$41.1K (-$2.4K)
Filed 2026-10-22
Tompkins Financial Corp
NEW
Shares458
Change+458
Value$40.9K
Filed 2026-10-05
Bokf, NA
DECREASED
Shares410 from 1,852
Change-1,442 (-78%)
Value$36.6K (-$138.5K)
Filed 2026-10-27
Fairscale Capital, LLC
UNCHANGED
Shares409 from 409
Change0 (0%)
Value$37.5K (-$1.1K)
Filed 2026-11-04
Y.D. More Investments Ltd
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$35.7K (-$2.1K)
Filed 2026-11-02
Farmers & Merchants Investments Inc
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$35.7K (-$2.1K)
Filed 2026-10-22
Compass Financial Management LLC
INCREASED
Shares367 from 305
Change+62 (+20%)
Value$32.8K (+$3.9K)
Filed 2026-10-30
West Branch Capital LLC
INCREASED
Shares343 from 210
Change+133 (+63%)
Value$30.6K (+$10.7K)
Filed 2026-10-20
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$29.0K (-$1.7K)
Filed 2026-10-16
Pioneer Family Office, LLC
INCREASED
Shares321 from 270
Change+51 (+19%)
Value$28.7K (+$3.1K)
Filed 2026-10-30
Indiana Trust & Investment Management Co
UNCHANGED
Shares318 from 318
Change0 (0%)
Value$28.4K (-$1.7K)
Filed 2026-10-22
Asset Dedication, LLC
UNCHANGED
Shares297 from 297
Change0 (0%)
Value$26.5K (-$1.6K)
Filed 2026-11-03
Cape Investment Advisory, Inc.
DECREASED
Shares296 from 357
Change-61 (-17%)
Value$26.4K (-$7.3K)
Filed 2026-10-13
Coastline Trust Co
UNCHANGED
Shares265 from 265
Change0 (0%)
Value$23.7K (-$1.4K)
Filed 2026-10-01
Elevated Capital Advisors, LLC
UNCHANGED
Shares235 from 235
Change0 (0%)
Value$21.0K (-$1.2K)
Filed 2026-11-04
Mosley Wealth Management
DECREASED
Shares225 from 254
Change-29 (-11%)
Value$20.3K (-$3.7K)
Filed 2026-10-16
Versant Capital Management, Inc
UNCHANGED
Shares223 from 223
Change0 (0%)
Value$19.9K (-$1.2K)
Filed 2026-10-02
Strengthening Families & Communities, LLC
UNCHANGED
Shares218 from 218
Change0 (0%)
Value$19.5K (-$1.1K)
Filed 2026-10-21
Tsfg, LLC
INCREASED
Shares197 from 196
Change+1 (+1%)
Value$18 (-$1)
Filed 2026-10-23
Register Financial Advisors LLC
UNCHANGED
Shares197 from 197
Change0 (0%)
Value$17.6K (-$1.0K)
Filed 2026-10-23
Central Trust Co
INCREASED
Shares195 from 92
Change+103 (+112%)
Value$17.4K (+$8.7K)
Filed 2026-11-05
Lodestone Wealth Management LLC
NEW
Shares186
Change+186
Value$16.6K
Filed 2026-10-14
Hurley Capital, LLC
INCREASED
Shares182 from 164
Change+18 (+11%)
Value$16.3K (+$727)
Filed 2026-11-05
Princeton Global Asset Management LLC
UNCHANGED
Shares173 from 173
Change0 (0%)
Value$15.4K (-$909)
Filed 2026-10-21
Bangor Savings Bank
UNCHANGED
Shares172 from 172
Change0 (0%)
Value$15.4K (-$905)
Filed 2026-10-06
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares169 from 169
Change0 (0%)
Value$15.1K (-$889)
Filed 2026-11-02
Hickory Point Bank & Trust
UNCHANGED
Shares161 from 161
Change0 (0%)
Value$14.4K (-$847)
Filed 2026-10-01
Birch Financial Group, LLC
NEW
Shares152
Change+152
Value$13.6K
Filed 2026-10-27
Glass Jacobson Investment Advisors llc
NEW
Shares134
Change+134
Value$12.0K
Filed 2026-10-26
Avion Wealth
UNCHANGED
Shares131 from 131
Change0 (0%)
Value$11 (-$1)
Filed 2026-11-04
First Command Advisory Services, Inc.
NEW
Shares128
Change+128
Value$11.4K
Filed 2026-11-05
SJS Investment Consulting Inc.
UNCHANGED
Shares128 from 128
Change0 (0%)
Value$11.4K (-$673)
Filed 2026-10-26
Plante Moran Financial Advisors, LLC
DECREASED
Shares124 from 254
Change-130 (-51%)
Value$11.1K (-$12.9K)
Filed 2026-11-04
Richardson Capital Management LLC
NEW
Shares122
Change+122
Value$10.9K
Filed 2026-10-23
Gamma Investing LLC
DECREASED
Shares117 from 419
Change-302 (-72%)
Value$10.4K (-$29.2K)
Filed 2026-10-08
Physician Wealth Advisors, Inc.
INCREASED
Shares115 from 114
Change+1 (+1%)
Value$10.3K (-$493)
Filed 2026-10-20
Signaturefd, LLC
DECREASED
Shares108 from 111
Change-3 (-3%)
Value$9.6K (-$852)
Filed 2026-10-23
Silver Grove Financial Group, Inc.
INCREASED
Shares104 from 100
Change+4 (+4%)
Value$9.3K (-$169)
Filed 2026-11-05
Pacifica Partners Inc.
DECREASED
Shares100 from 6,022
Change-5,922 (-98%)
Value$8.9K (-$557.9K)
Filed 2026-10-09
Townsend Asset Management Corp
UNCHANGED
Shares91 from 91
Change0 (0%)
Value$8.1K (-$478)
Filed 2026-10-29
Richardson Financial Services Inc.
INCREASED
Shares89 from 85
Change+4 (+5%)
Value$7.9K (-$89)
Filed 2026-10-30
Chilton Capital Management LLC
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$7.7K (-$453)
Filed 2026-10-28
EPG Wealth Management LLC
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$7.6K (-$447)
Filed 2026-11-03
Parkside Financial Bank & Trust
DECREASED
Shares79 from 714
Change-635 (-89%)
Value$7.1K (-$60.5K)
Filed 2026-10-27
Olistico Wealth, LLC
NEW
Shares77
Change+77
Value$6.9K
Filed 2026-10-05
Networth Advisors, LLC
INCREASED
Shares76 from 65
Change+11 (+17%)
Value$6.8K (+$611)
Filed 2026-11-03
Costello Asset Management, Inc
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$6.8K (-$399)
Filed 2026-10-30
Brown, Lisle Ings, Inc.
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$6.4K (-$379)
Filed 2026-10-16
Trust Co
DECREASED
Shares71 from 181
Change-110 (-61%)
Value$6.3K (-$10.8K)
Filed 2026-10-09
Next Level Wealth Planning, LLC
NEW
Shares66
Change+66
Value$5.9K
Filed 2026-10-29
Sima Wealth Partners, LLC
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$5.9K (-$347)
Filed 2026-10-19
Balentine LLC
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$5.8K (-$342)
Filed 2026-11-03
Axiom Investment Management LLC
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$5.8K (-$342)
Filed 2026-11-03
DecisionPoint Financial, LLC
NEW
Shares63
Change+63
Value$5.6K
Filed 2026-10-27
Edgemoor Investment Advisors, Inc.
NEW
Shares61
Change+61
Value$5.4K
Filed 2026-11-03
First Bancorp, Inc
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$5.4K (-$321)
Filed 2026-10-26
Birchwood Financial Partners, Inc.
NEW
Shares57
Change+57
Value$5.1K
Filed 2026-11-02
Rosenberg Matthew Hamilton
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$5.0K (-$295)
Filed 2026-10-05
Hilton Head Capital Partners, LLC
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$4.9K (-$289)
Filed 2026-10-23
Reicon Wealth Advisors, LLC
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$3.8K (-$227)
Filed 2026-11-04
Godsey & Gibb, Inc
NEW
Shares42
Change+42
Value$3.8K
Filed 2026-10-14
Investors Research Corp
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$3.7K (-$215)
Filed 2026-10-07
Towne Trust Company, N.a
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$3.7K (-$215)
Filed 2026-10-28
JFS Wealth Advisors, LLC
DECREASED
Shares37 from 71
Change-34 (-48%)
Value$3.3K (-$3.4K)
Filed 2026-11-03
Cassaday & Co Wealth Management LLC
NEW
Shares21
Change+21
Value$1.9K
Filed 2026-10-27
Eukles Asset Management
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$1.8K (-$105)
Filed 2026-11-04
Team Financial Group, LLC
NEW
Shares16
Change+16
Value$1.4K
Filed 2026-10-30
Signature Resources Capital Management, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$1.3K (-$79)
Filed 2026-10-16
Latitude Advisors, LLC
NEW
Shares14
Change+14
Value$1.2K
Filed 2026-10-27
Nvest Wealth Strategies, Inc.
NEW
Shares13
Change+13
Value$1.2K
Filed 2026-10-14
Rakuten Securities, Inc.
INCREASED
Shares13 from 1
Change+12 (+1200%)
Value$1.2K (+$1.1K)
Filed 2026-11-02
Nfsg Corp
DECREASED
Shares12 from 653
Change-641 (-98%)
Value$1.1K (-$60.7K)
Filed 2026-10-15
First Pacific Financial
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$921 (-$44)
Filed 2026-10-14
Main Street Group, LTD
DECREASED
Shares6 from 128
Change-122 (-95%)
Value$535 (-$11.6K)
Filed 2026-10-28
Birchbrook, Inc.
DECREASED
Shares5 from 42
Change-37 (-88%)
Value$447 (-$3.5K)
Filed 2026-10-14
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$463 (-$27)
Filed 2026-11-02
Dhjj Financial Advisors, Ltd.
DECREASED
Shares3 from 15
Change-12 (-80%)
Value$268 (-$1.2K)
Filed 2026-10-23
POM Investment Strategies, LLC
NEW
Shares2
Change+2
Value$179
Filed 2026-10-20
Horizon Financial Services, LLC
NEW
Shares0
Change0
Value$0
Filed 2026-11-04
Peavine Capital, LLC
CLOSED
Shares0 from 1,982,121
Change-1,982,121 (-100%)
Value$0 (-$187.4M)
Filed 2026-10-13
Garde Capital, Inc.
CLOSED
Shares0 from 640,024
Change-640,024 (-100%)
Value$0 (-$60.5M)
Filed 2026-10-29
Heritage OAK Wealth Advisors LLC
CLOSED
Shares0 from 232,776
Change-232,776 (-100%)
Value$0 (-$22.0M)
Filed 2026-10-14
Procyon Advisors, LLC
CLOSED
Shares0 from 133,606
Change-133,606 (-100%)
Value$0 (-$12.6M)
Filed 2026-10-21
Kaydan Wealth Management, Inc.
CLOSED
Shares0 from 119,262
Change-119,262 (-100%)
Value$0 (-$11.3M)
Filed 2026-10-08
Accurate Wealth Management, LLC
CLOSED
Shares0 from 46,805
Change-46,805 (-100%)
Value$0 (-$4.4M)
Filed 2026-10-20
Daymark Wealth Partners, LLC
CLOSED
Shares0 from 30,487
Change-30,487 (-100%)
Value$0 (-$2.9M)
Filed 2026-11-04
Legacy Advisors, LLC
CLOSED
Shares0 from 23,561
Change-23,561 (-100%)
Value$0 (-$2.2M)
Filed 2026-10-19
Savior LLC
CLOSED
Shares0 from 22,642
Change-22,642 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-13
Raleigh Capital Management Inc.
CLOSED
Shares0 from 20,440
Change-20,440 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-28
Prentice Wealth Management LLC
CLOSED
Shares0 from 19,286
Change-19,286 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-20
Maltin Wealth Management, Inc.
CLOSED
Shares0 from 16,605
Change-16,605 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-13
Henderson Brothers Financial Partners, LLC
CLOSED
Shares0 from 15,283
Change-15,283 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-03
Cabana LLC
CLOSED
Shares0 from 14,868
Change-14,868 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-04
First Community Trust NA
CLOSED
Shares0 from 13,376
Change-13,376 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-07
Hamlin Capital Management, LLC
CLOSED
Shares0 from 10,756
Change-10,756 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-08
FDx Advisors, Inc.
CLOSED
Shares0 from 8,655
Change-8,655 (-100%)
Value$0 (-$818.0K)
Filed 2026-11-05
Hoxton Planning & Management, LLC
CLOSED
Shares0 from 8,180
Change-8,180 (-100%)
Value$0 (-$773.6K)
Filed 2026-10-15
Pinnacle Wealth Management Group, Inc.
CLOSED
Shares0 from 6,746
Change-6,746 (-100%)
Value$0 (-$638.0K)
Filed 2026-10-15
Stableford Capital II LLC
CLOSED
Shares0 from 5,385
Change-5,385 (-100%)
Value$0 (-$509.3K)
Filed 2026-10-09
Asset Management One Co., Ltd.
CLOSED
Shares0 from 5,096
Change-5,096 (-100%)
Value$0 (-$481.9K)
Filed 2026-10-27
Patriot Financial Group Insurance Agency, LLC
CLOSED
Shares0 from 4,972
Change-4,972 (-100%)
Value$0 (-$470.2K)
Filed 2026-10-14
Capital Asset Advisory Services LLC
CLOSED
Shares0 from 4,304
Change-4,304 (-100%)
Value$0 (-$407.0K)
Filed 2026-10-30
Ejmk Ventures LLC
CLOSED
Shares0 from 4,043
Change-4,043 (-100%)
Value$0 (-$382.3K)
Filed 2026-10-21
Entrewealth, LLC
CLOSED
Shares0 from 3,892
Change-3,892 (-100%)
Value$0 (-$361.8K)
Filed 2026-10-14
Mesirow Financial Investment Management, Inc.
CLOSED
Shares0 from 3,860
Change-3,860 (-100%)
Value$0 (-$365.1K)
Filed 2026-11-05
AlphaCentric Advisors LLC
CLOSED
Shares0 from 3,755
Change-3,755 (-100%)
Value$0 (-$355.1K)
Filed 2026-11-03
Braeburn Wealth Management LLC
CLOSED
Shares0 from 3,726
Change-3,726 (-100%)
Value$0 (-$352.4K)
Filed 2026-10-15
Clear Creek Financial Management, LLC
CLOSED
Shares0 from 3,528
Change-3,528 (-100%)
Value$0 (-$333.6K)
Filed 2026-10-28
Integrity Alliance, Llc.
CLOSED
Shares0 from 3,378
Change-3,378 (-100%)
Value$0 (-$319.5K)
Filed 2026-10-29
Integrity Advisory Solutions, LLC
CLOSED
Shares0 from 3,131
Change-3,131 (-100%)
Value$0 (-$296.1K)
Filed 2026-10-29
Heritage Investors Management Corp
CLOSED
Shares0 from 3,085
Change-3,085 (-100%)
Value$0 (-$292.0K)
Filed 2026-10-29
VVR Holdings LLC
CLOSED
Shares0 from 2,814
Change-2,814 (-100%)
Value$0 (-$266.1K)
Filed 2026-10-19
Milestone Asset Management, LLC
CLOSED
Shares0 from 2,756
Change-2,756 (-100%)
Value$0 (-$260.7K)
Filed 2026-10-15
One Wealth Capital Management, LLC
CLOSED
Shares0 from 2,730
Change-2,730 (-100%)
Value$0 (-$258.2K)
Filed 2026-10-23
LongView Wealth Management
CLOSED
Shares0 from 2,728
Change-2,728 (-100%)
Value$0 (-$258.0K)
Filed 2026-10-19
Lazari Capital Management, Inc.
CLOSED
Shares0 from 2,664
Change-2,664 (-100%)
Value$0 (-$251.9K)
Filed 2026-10-20
Moneco Advisors, LLC
CLOSED
Shares0 from 2,610
Change-2,610 (-100%)
Value$0 (-$246.8K)
Filed 2026-11-05
Crestwood Advisors Group, LLC
CLOSED
Shares0 from 2,506
Change-2,506 (-100%)
Value$0 (-$237.0K)
Filed 2026-10-27
Gilman Hill Asset Management, LLC
CLOSED
Shares0 from 2,500
Change-2,500 (-100%)
Value$0 (-$236.4K)
Filed 2026-10-13
Gradient Investments LLC
CLOSED
Shares0 from 2,499
Change-2,499 (-100%)
Value$0 (-$236.3K)
Filed 2026-10-08
Plimoth Trust Co LLC
CLOSED
Shares0 from 2,490
Change-2,490 (-100%)
Value$0 (-$235.5K)
Filed 2026-10-26
Embree Financial Group
CLOSED
Shares0 from 2,484
Change-2,484 (-100%)
Value$0 (-$234.9K)
Filed 2026-10-22
Boyce & Associates Wealth Consulting, Inc.
CLOSED
Shares0 from 2,474
Change-2,474 (-100%)
Value$0 (-$234.0K)
Filed 2026-10-14
Sound Financial Strategies Group, LLC
CLOSED
Shares0 from 2,460
Change-2,460 (-100%)
Value$0 (-$232.6K)
Filed 2026-10-30
Centurion Wealth Management LLC
CLOSED
Shares0 from 2,453
Change-2,453 (-100%)
Value$0 (-$232.0K)
Filed 2026-10-13
Firethorn Wealth Partners, LLC
CLOSED
Shares0 from 2,337
Change-2,337 (-100%)
Value$0 (-$221.0K)
Filed 2026-10-14
Signature Estate & Investment Advisors LLC
CLOSED
Shares0 from 2,331
Change-2,331 (-100%)
Value$0 (-$220.5K)
Filed 2026-10-13
Mirabaud & Cie SA
CLOSED
Shares0 from 2,325
Change-2,325 (-100%)
Value$0 (-$219.9K)
Filed 2026-10-27
Dynamic Advisor Solutions LLC
CLOSED
Shares0 from 2,313
Change-2,313 (-100%)
Value$0 (-$218.8K)
Filed 2026-10-13
Diligent Investors, LLC
CLOSED
Shares0 from 2,294
Change-2,294 (-100%)
Value$0 (-$216.9K)
Filed 2026-10-21
Rainey & Randall Wealth Advisors Inc.
CLOSED
Shares0 from 2,286
Change-2,286 (-100%)
Value$0 (-$216.2K)
Filed 2026-10-26
Visionary Horizons, LLC
CLOSED
Shares0 from 2,267
Change-2,267 (-100%)
Value$0 (-$214.4K)
Filed 2026-10-22
Kraft, Davis & Associates, LLC
CLOSED
Shares0 from 2,256
Change-2,256 (-100%)
Value$0 (-$210.9K)
Filed 2026-10-21
Vanguard Capital Wealth Advisors
CLOSED
Shares0 from 2,253
Change-2,253 (-100%)
Value$0 (-$213.1K)
Filed 2026-10-16
Asempa Wealth Advisors
CLOSED
Shares0 from 2,221
Change-2,221 (-100%)
Value$0 (-$210.0K)
Filed 2026-10-07
Huntleigh Advisors, Inc.
CLOSED
Shares0 from 2,132
Change-2,132 (-100%)
Value$0 (-$201.6K)
Filed 2026-11-03
Meadowbrook Wealth Management, LLC
CLOSED
Shares0 from 2,125
Change-2,125 (-100%)
Value$0 (-$200.0K)
Filed 2026-10-08
Summit Financial Wealth Advisors, LLC
CLOSED
Shares0 from 2,116
Change-2,116 (-100%)
Value$0 (-$200.1K)
Filed 2026-10-15
MCF Advisors LLC
CLOSED
Shares0 from 1,704
Change-1,704 (-100%)
Value$0 (-$161.1K)
Filed 2026-10-28
Activest Wealth Management
CLOSED
Shares0 from 990
Change-990 (-100%)
Value$0 (-$93.6K)
Filed 2026-10-15
Barnes Dennig Private Wealth Management LLC
CLOSED
Shares0 from 742
Change-742 (-100%)
Value$0 (-$70.2K)
Filed 2026-10-30
Hartford Financial Management Inc.
CLOSED
Shares0 from 521
Change-521 (-100%)
Value$0 (-$49.3K)
Filed 2026-10-21
Albion Financial Group
CLOSED
Shares0 from 399
Change-399 (-100%)
Value$0 (-$37.7K)
Filed 2026-10-21
Cornerstone Planning Group LLC
CLOSED
Shares0 from 337
Change-337 (-100%)
Value$0 (-$31.3K)
Filed 2026-10-16
Aspect Partners, LLC
CLOSED
Shares0 from 291
Change-291 (-100%)
Value$0 (-$27.5K)
Filed 2026-10-20
Virginia Estate & Retirement Planning Advisors Inc.
CLOSED
Shares0 from 285
Change-285 (-100%)
Value$0 (-$28.6K)
Filed 2026-10-14
AdvisorNet Financial, Inc
CLOSED
Shares0 from 265
Change-265 (-100%)
Value$0 (-$25.0K)
Filed 2026-10-15
Robinswood Financial LLC
CLOSED
Shares0 from 255
Change-255 (-100%)
Value$0 (-$24.1K)
Filed 2026-10-20
Angeles Wealth Management, LLC
CLOSED
Shares0 from 246
Change-246 (-100%)
Value$0 (-$23.3K)
Filed 2026-10-26
Rational Advisors, Inc.
CLOSED
Shares0 from 231
Change-231 (-100%)
Value$0 (-$21.8K)
Filed 2026-11-02
Montag A & Associates Inc
CLOSED
Shares0 from 160
Change-160 (-100%)
Value$0 (-$15.1K)
Filed 2026-10-29
Trust Co of Toledo NA
CLOSED
Shares0 from 117
Change-117 (-100%)
Value$0 (-$11.1K)
Filed 2026-10-16
Country Trust Bank
CLOSED
Shares0 from 105
Change-105 (-100%)
Value$0 (-$9.9K)
Filed 2026-10-30
Tucker Asset Management LLC
CLOSED
Shares0 from 87
Change-87 (-100%)
Value$0 (-$8.2K)
Filed 2026-10-29
LifeSteps Financial, Inc.
CLOSED
Shares0 from 51
Change-51 (-100%)
Value$0 (-$4.8K)
Filed 2026-10-15
Gleason Group, Inc.
CLOSED
Shares0 from 51
Change-51 (-100%)
Value$0 (-$4.8K)
Filed 2026-10-15
SYM Financial Corp
CLOSED
Shares0 from 27
Change-27 (-100%)
Value$0 (-$2.6K)
Filed 2026-10-26
Fisher Asset Management, LLC
N/A
Shares— from 160,964,153
Change-160,964,153 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 34,258,086
Change-34,258,086 (-100%)
Value—
FMR LLC
N/A
Shares— from 24,180,402
Change-24,180,402 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 21,307,333
Change-21,307,333 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 18,527,894
Change-18,527,894 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 15,382,662
Change-15,382,662 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 14,392,916
Change-14,392,916 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 8,734,310
Change-8,734,310 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 7,544,180
Change-7,544,180 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 6,108,454
Change-6,108,454 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 5,768,269
Change-5,768,269 (-100%)
Value—
UBS Group AG
N/A
Shares— from 5,420,410
Change-5,420,410 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 5,068,013
Change-5,068,013 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 4,300,120
Change-4,300,120 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 3,917,957
Change-3,917,957 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,204,490
Change-3,204,490 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 2,666,597
Change-2,666,597 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 2,512,956
Change-2,512,956 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 2,065,753
Change-2,065,753 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 1,841,499
Change-1,841,499 (-100%)
Value—
Cerity Partners Ocio LLC
N/A
Shares— from 1,817,337
Change-1,817,337 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,816,898
Change-1,816,898 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 1,787,909
Change-1,787,909 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,602,239
Change-1,602,239 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,436,190
Change-1,436,190 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,371,260
Change-1,371,260 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,325,751
Change-1,325,751 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,294,903
Change-1,294,903 (-100%)
Value—
Members Trust Co
N/A
Shares— from 1,259,227
Change-1,259,227 (-100%)
Value—
Liberty Mutual Group Asset Management Inc.
N/A
Shares— from 1,182,507
Change-1,182,507 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 1,161,082
Change-1,161,082 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 1,124,596
Change-1,124,596 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 1,061,624
Change-1,061,624 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 1,037,188
Change-1,037,188 (-100%)
Value—
McElhenny Sheffield Capital Management, LLC
N/A
Shares— from 1,017,476
Change-1,017,476 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 877,332
Change-877,332 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 771,426
Change-771,426 (-100%)
Value—
Moore Capital Management, LP
N/A
Shares— from 770,000
Change-770,000 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 743,484
Change-743,484 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 695,911
Change-695,911 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 687,507
Change-687,507 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 662,231
Change-662,231 (-100%)
Value—
Betterment LLC
N/A
Shares— from 597,634
Change-597,634 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 595,640
Change-595,640 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 588,479
Change-588,479 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 585,975
Change-585,975 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 560,805
Change-560,805 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 558,248
Change-558,248 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 513,242
Change-513,242 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 473,019
Change-473,019 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 461,576
Change-461,576 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 455,680
Change-455,680 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 435,844
Change-435,844 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 433,409
Change-433,409 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 386,100
Change-386,100 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 382,730
Change-382,730 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 370,555
Change-370,555 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 359,936
Change-359,936 (-100%)
Value—
TPG Financial Advisors, LLC
N/A
Shares— from 359,592
Change-359,592 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 354,106
Change-354,106 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 333,592
Change-333,592 (-100%)
Value—
Karpus Management, Inc.
N/A
Shares— from 331,612
Change-331,612 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 326,912
Change-326,912 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 323,298
Change-323,298 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 322,359
Change-322,359 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 311,661
Change-311,661 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 299,624
Change-299,624 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 298,082
Change-298,082 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 282,810
Change-282,810 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 268,542
Change-268,542 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 265,290
Change-265,290 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 257,478
Change-257,478 (-100%)
Value—
Barclays PLC
N/A
Shares— from 244,498
Change-244,498 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 235,282
Change-235,282 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 234,654
Change-234,654 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 234,295
Change-234,295 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 230,004
Change-230,004 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 225,650
Change-225,650 (-100%)
Value—
1607 Capital Partners, LLC
N/A
Shares— from 224,632
Change-224,632 (-100%)
Value—
Benningfield Financial Advisors, LLC
N/A
Shares— from 213,887
Change-213,887 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 209,690
Change-209,690 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 208,026
Change-208,026 (-100%)
Value—
Act Two Investors LLC
N/A
Shares— from 206,772
Change-206,772 (-100%)
Value—
Cambridge Associates LLC
N/A
Shares— from 202,783
Change-202,783 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 200,828
Change-200,828 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 194,779
Change-194,779 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 181,830
Change-181,830 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 180,387
Change-180,387 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 179,061
Change-179,061 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 171,533
Change-171,533 (-100%)
Value—
Werba Rubin Papier Wealth Management
N/A
Shares— from 170,993
Change-170,993 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 168,547
Change-168,547 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 168,401
Change-168,401 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 163,874
Change-163,874 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 162,986
Change-162,986 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 158,015
Change-158,015 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 145,358
Change-145,358 (-100%)
Value—
Cadence Wealth Management LLC
N/A
Shares— from 144,074
Change-144,074 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 141,862
Change-141,862 (-100%)
Value—
Meridian Management Co
N/A
Shares— from 138,437
Change-138,437 (-100%)
Value—
Sollinda Capital Management LLC
N/A
Shares— from 137,700
Change-137,700 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 133,965
Change-133,965 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 132,696
Change-132,696 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 132,012
Change-132,012 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 131,067
Change-131,067 (-100%)
Value—
U S Wealth Group, Llc.
N/A
Shares— from 131,067
Change-131,067 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 124,222
Change-124,222 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 120,576
Change-120,576 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 119,486
Change-119,486 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 119,400
Change-119,400 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 118,636
Change-118,636 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 118,578
Change-118,578 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 116,745
Change-116,745 (-100%)
Value—
Little House Capital LLC
N/A
Shares— from 115,743
Change-115,743 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 113,260
Change-113,260 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 112,146
Change-112,146 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 110,194
Change-110,194 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 108,136
Change-108,136 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 108,000
Change-108,000 (-100%)
Value—
Larch Capital Partners LLC
N/A
Shares— from 105,541
Change-105,541 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 103,887
Change-103,887 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 103,715
Change-103,715 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 101,234
Change-101,234 (-100%)
Value—
Graybill Wealth Management, Ltd.
N/A
Shares— from 98,598
Change-98,598 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 93,646
Change-93,646 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 93,056
Change-93,056 (-100%)
Value—
MTC Wealth Management LLC
N/A
Shares— from 92,448
Change-92,448 (-100%)
Value—
Common Fund for Nonprofit Organizations
N/A
Shares— from 91,631
Change-91,631 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 90,194
Change-90,194 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 89,610
Change-89,610 (-100%)
Value—
Ascent Advisors, LLC
N/A
Shares— from 88,282
Change-88,282 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 86,798
Change-86,798 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 86,725
Change-86,725 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 83,781
Change-83,781 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 82,686
Change-82,686 (-100%)
Value—
Thayer Partners, LLC / MA
N/A
Shares— from 82,669
Change-82,669 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 79,974
Change-79,974 (-100%)
Value—
Risk Paradigm Group, LLC
N/A
Shares— from 79,693
Change-79,693 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 79,216
Change-79,216 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 78,799
Change-78,799 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 78,503
Change-78,503 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 76,374
Change-76,374 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 73,299
Change-73,299 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 72,632
Change-72,632 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 68,793
Change-68,793 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 68,269
Change-68,269 (-100%)
Value—
Compass Financial Group, Inc.
N/A
Shares— from 67,777
Change-67,777 (-100%)
Value—
Argo Wealth Advisory, LLC
N/A
Shares— from 66,370
Change-66,370 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 65,724
Change-65,724 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 64,672
Change-64,672 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 64,401
Change-64,401 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 62,946
Change-62,946 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 61,590
Change-61,590 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 59,400
Change-59,400 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 57,723
Change-57,723 (-100%)
Value—
Crabel Capital Management, LLC
N/A
Shares— from 57,629
Change-57,629 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 57,412
Change-57,412 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 57,340
Change-57,340 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 56,755
Change-56,755 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 56,033
Change-56,033 (-100%)
Value—
Good Steward Wealth Advisors,LLC
N/A
Shares— from 55,545
Change-55,545 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 54,201
Change-54,201 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 54,062
Change-54,062 (-100%)
Value—
SSI Investment Management LLC
N/A
Shares— from 53,724
Change-53,724 (-100%)
Value—
Stephens Inc
N/A
Shares— from 53,692
Change-53,692 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 53,643
Change-53,643 (-100%)
Value—
Warner Financial, Inc
N/A
Shares— from 53,572
Change-53,572 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 53,434
Change-53,434 (-100%)
Value—
Commerce Bank
N/A
Shares— from 52,625
Change-52,625 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 52,147
Change-52,147 (-100%)
Value—
Intrepid Family Office LLC
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
WHI Trust Co LLC
N/A
Shares— from 49,536
Change-49,536 (-100%)
Value—
&partners
N/A
Shares— from 48,642
Change-48,642 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 47,915
Change-47,915 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 47,157
Change-47,157 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 46,942
Change-46,942 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 46,126
Change-46,126 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 45,533
Change-45,533 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 44,853
Change-44,853 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 44,730
Change-44,730 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 44,702
Change-44,702 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 44,015
Change-44,015 (-100%)
Value—
FCA Corp
N/A
Shares— from 43,676
Change-43,676 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 43,108
Change-43,108 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 42,993
Change-42,993 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 42,660
Change-42,660 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 42,358
Change-42,358 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 42,249
Change-42,249 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 41,271
Change-41,271 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 41,000
Change-41,000 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 40,738
Change-40,738 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 39,806
Change-39,806 (-100%)
Value—
Wall Street Financial Group, Inc.
N/A
Shares— from 38,236
Change-38,236 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 37,946
Change-37,946 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 37,594
Change-37,594 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 36,964
Change-36,964 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 36,406
Change-36,406 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 36,205
Change-36,205 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 35,652
Change-35,652 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 35,628
Change-35,628 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 35,500
Change-35,500 (-100%)
Value—
Dorsey Wright & Associates
N/A
Shares— from 35,074
Change-35,074 (-100%)
Value—
Quinn Opportunity Partners LLC
N/A
Shares— from 35,000
Change-35,000 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 34,974
Change-34,974 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 34,891
Change-34,891 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 34,691
Change-34,691 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 34,537
Change-34,537 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 34,222
Change-34,222 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 31,860
Change-31,860 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 31,804
Change-31,804 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 31,778
Change-31,778 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 31,387
Change-31,387 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 30,812
Change-30,812 (-100%)
Value—
GenTrust, LLC
N/A
Shares— from 29,880
Change-29,880 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 29,786
Change-29,786 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 29,495
Change-29,495 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 29,266
Change-29,266 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 29,260
Change-29,260 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 28,746
Change-28,746 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 27,738
Change-27,738 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 25,767
Change-25,767 (-100%)
Value—
Man Group plc
N/A
Shares— from 25,220
Change-25,220 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 24,839
Change-24,839 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 24,500
Change-24,500 (-100%)
Value—
Mount Lucas Management LP
N/A
Shares— from 24,494
Change-24,494 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 23,644
Change-23,644 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 23,166
Change-23,166 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 22,907
Change-22,907 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 22,821
Change-22,821 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 21,855
Change-21,855 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 21,536
Change-21,536 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 21,300
Change-21,300 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 21,179
Change-21,179 (-100%)
Value—
PW Advisors, LLC \ FL
N/A
Shares— from 20,380
Change-20,380 (-100%)
Value—
Titiun Yejiel
N/A
Shares— from 20,034
Change-20,034 (-100%)
Value—
Biondo Investment Advisors, LLC
N/A
Shares— from 19,965
Change-19,965 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 19,799
Change-19,799 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 19,407
Change-19,407 (-100%)
Value—
FLP Wealth Management, LLC
N/A
Shares— from 18,828
Change-18,828 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 18,142
Change-18,142 (-100%)
Value—
Delphi Financial Group, Inc.
N/A
Shares— from 17,400
Change-17,400 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 17,370
Change-17,370 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 17,230
Change-17,230 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 17,198
Change-17,198 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 17,055
Change-17,055 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 16,898
Change-16,898 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 16,716
Change-16,716 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 16,630
Change-16,630 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 16,432
Change-16,432 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 16,373
Change-16,373 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 16,342
Change-16,342 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 16,302
Change-16,302 (-100%)
Value—
Invst, LLC
N/A
Shares— from 16,282
Change-16,282 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 16,089
Change-16,089 (-100%)
Value—
Ibex Wealth Advisors
N/A
Shares— from 16,036
Change-16,036 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 15,846
Change-15,846 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 15,754
Change-15,754 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 15,658
Change-15,658 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 15,463
Change-15,463 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 15,279
Change-15,279 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 15,182
Change-15,182 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 15,086
Change-15,086 (-100%)
Value—
One Degree Advisors Inc
N/A
Shares— from 14,938
Change-14,938 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 14,866
Change-14,866 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 14,848
Change-14,848 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 14,669
Change-14,669 (-100%)
Value—
Generation Capital Management LLC
N/A
Shares— from 14,636
Change-14,636 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 14,470
Change-14,470 (-100%)
Value—
IF Advisors, LLC
N/A
Shares— from 14,412
Change-14,412 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 14,210
Change-14,210 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 14,177
Change-14,177 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 14,095
Change-14,095 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 13,963
Change-13,963 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 13,571
Change-13,571 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 13,568
Change-13,568 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 13,351
Change-13,351 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 13,319
Change-13,319 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 13,253
Change-13,253 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 12,930
Change-12,930 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 12,889
Change-12,889 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 12,879
Change-12,879 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 12,845
Change-12,845 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 12,762
Change-12,762 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 12,762
Change-12,762 (-100%)
Value—
EFG International AG
N/A
Shares— from 12,718
Change-12,718 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 12,711
Change-12,711 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 12,675
Change-12,675 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 12,317
Change-12,317 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 12,134
Change-12,134 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 11,883
Change-11,883 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 11,530
Change-11,530 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 11,456
Change-11,456 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 11,449
Change-11,449 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 11,053
Change-11,053 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 10,942
Change-10,942 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 10,812
Change-10,812 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 10,706
Change-10,706 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 10,470
Change-10,470 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 10,245
Change-10,245 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 10,144
Change-10,144 (-100%)
Value—
Amundi
N/A
Shares— from 10,043
Change-10,043 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 9,980
Change-9,980 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 9,945
Change-9,945 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 9,931
Change-9,931 (-100%)
Value—
Boyd Watterson Asset Management LLC
N/A
Shares— from 9,882
Change-9,882 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 9,859
Change-9,859 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 9,769
Change-9,769 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 9,628
Change-9,628 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 9,492
Change-9,492 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 9,326
Change-9,326 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 9,304
Change-9,304 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 9,271
Change-9,271 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 9,122
Change-9,122 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 9,035
Change-9,035 (-100%)
Value—
First Citizens Asset Management, Inc.
N/A
Shares— from 8,987
Change-8,987 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 8,839
Change-8,839 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 8,789
Change-8,789 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 8,777
Change-8,777 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 8,508
Change-8,508 (-100%)
Value—
Nwam LLC
N/A
Shares— from 8,433
Change-8,433 (-100%)
Value—
Blair William & Co
N/A
Shares— from 8,388
Change-8,388 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 8,362
Change-8,362 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 8,326
Change-8,326 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 8,037
Change-8,037 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 7,876
Change-7,876 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 7,750
Change-7,750 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 7,744
Change-7,744 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 7,549
Change-7,549 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 7,399
Change-7,399 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 7,295
Change-7,295 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 7,278
Change-7,278 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 7,242
Change-7,242 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 6,997
Change-6,997 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 6,917
Change-6,917 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 6,784
Change-6,784 (-100%)
Value—
Melfa Wealth Management, Inc.
N/A
Shares— from 6,682
Change-6,682 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 6,662
Change-6,662 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 6,619
Change-6,619 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 6,567
Change-6,567 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 6,495
Change-6,495 (-100%)
Value—
Hyundai Investments Co., Ltd.
N/A
Shares— from 6,471
Change-6,471 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 6,388
Change-6,388 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 6,165
Change-6,165 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 6,159
Change-6,159 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 6,153
Change-6,153 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 6,063
Change-6,063 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 6,026
Change-6,026 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 5,931
Change-5,931 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 5,737
Change-5,737 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 5,731
Change-5,731 (-100%)
Value—
Kinloch Capital, LLC
N/A
Shares— from 5,722
Change-5,722 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 5,715
Change-5,715 (-100%)
Value—
J.E. Simmons & Co., P.C.
N/A
Shares— from 5,600
Change-5,600 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 5,400
Change-5,400 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 5,399
Change-5,399 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 5,391
Change-5,391 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 5,373
Change-5,373 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 5,239
Change-5,239 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 5,234
Change-5,234 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 5,199
Change-5,199 (-100%)
Value—
Sharpepoint LLC
N/A
Shares— from 5,091
Change-5,091 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 5,030
Change-5,030 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 4,954
Change-4,954 (-100%)
Value—
Fiduciary Wealth Partners, LLC
N/A
Shares— from 4,936
Change-4,936 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 4,835
Change-4,835 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 4,830
Change-4,830 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 4,726
Change-4,726 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 4,619
Change-4,619 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 4,601
Change-4,601 (-100%)
Value—
Markin Asset Management, LP
N/A
Shares— from 4,578
Change-4,578 (-100%)
Value—
Legacy PCG, LLC
N/A
Shares— from 4,576
Change-4,576 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 4,572
Change-4,572 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 4,496
Change-4,496 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 4,474
Change-4,474 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 4,473
Change-4,473 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 4,415
Change-4,415 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 4,363
Change-4,363 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 4,296
Change-4,296 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 4,289
Change-4,289 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 4,262
Change-4,262 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 4,166
Change-4,166 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 4,160
Change-4,160 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 4,138
Change-4,138 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 4,095
Change-4,095 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 4,076
Change-4,076 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 4,040
Change-4,040 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 3,983
Change-3,983 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 3,960
Change-3,960 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 3,793
Change-3,793 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 3,748
Change-3,748 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 3,708
Change-3,708 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 3,701
Change-3,701 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 3,510
Change-3,510 (-100%)
Value—
Legacy Trust
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 3,479
Change-3,479 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 3,464
Change-3,464 (-100%)
Value—
Independent Family Office, LLC
N/A
Shares— from 3,444
Change-3,444 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 3,405
Change-3,405 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 3,389
Change-3,389 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 3,371
Change-3,371 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 3,347
Change-3,347 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 3,325
Change-3,325 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 3,314
Change-3,314 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 3,246
Change-3,246 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 3,244
Change-3,244 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 3,244
Change-3,244 (-100%)
Value—
Regimen Wealth, LLC
N/A
Shares— from 3,241
Change-3,241 (-100%)
Value—
Curtis Wealth Management LLC
N/A
Shares— from 3,173
Change-3,173 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 3,169
Change-3,169 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 3,163
Change-3,163 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 3,155
Change-3,155 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 3,130
Change-3,130 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 3,099
Change-3,099 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 3,073
Change-3,073 (-100%)
Value—
Accretive Wealth Partners, LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 2,925
Change-2,925 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 2,909
Change-2,909 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 2,901
Change-2,901 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 2,896
Change-2,896 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 2,797
Change-2,797 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 2,790
Change-2,790 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 2,621
Change-2,621 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 2,569
Change-2,569 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 2,565
Change-2,565 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 2,561
Change-2,561 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 2,544
Change-2,544 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 2,520
Change-2,520 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 2,509
Change-2,509 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 2,413
Change-2,413 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 2,256
Change-2,256 (-100%)
Value—
Genesis Wealth Advisors, LLC
N/A
Shares— from 2,160
Change-2,160 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 2,134
Change-2,134 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 2,132
Change-2,132 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 1,922
Change-1,922 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 1,866
Change-1,866 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 1,706
Change-1,706 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 1,646
Change-1,646 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 1,585
Change-1,585 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 1,563
Change-1,563 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,437
Change-1,437 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 1,365
Change-1,365 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 1,344
Change-1,344 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 1,286
Change-1,286 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 1,241
Change-1,241 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 1,231
Change-1,231 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 1,215
Change-1,215 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 1,202
Change-1,202 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,173
Change-1,173 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 1,117
Change-1,117 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 1,106
Change-1,106 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 1,019
Change-1,019 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 1,013
Change-1,013 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 879
Change-879 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 805
Change-805 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 788
Change-788 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 726
Change-726 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 670
Change-670 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 623
Change-623 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 608
Change-608 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 606
Change-606 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 591
Change-591 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 589
Change-589 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 503
Change-503 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 490
Change-490 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 446
Change-446 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 415
Change-415 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 395
Change-395 (-100%)
Value—
Rogco, LP
N/A
Shares— from 376
Change-376 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 357
Change-357 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 337
Change-337 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 335
Change-335 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 329
Change-329 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 309
Change-309 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 276
Change-276 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 263
Change-263 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 262
Change-262 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 251
Change-251 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 242
Change-242 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 228
Change-228 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 210
Change-210 (-100%)
Value—
Morgan Dempsey Capital Management LLC
N/A
Shares— from 172
Change-172 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 163
Change-163 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 126
Change-126 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 122
Change-122 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 108
Change-108 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 105
Change-105 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 99
Change-99 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 93
Change-93 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 86
Change-86 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 71
Change-71 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 65
Change-65 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 61
Change-61 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 58
Change-58 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 54
Change-54 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 51
Change-51 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
NWK Group, Inc.
N/A
Shares— from 45
Change-45 (-100%)
Value—
Motco
N/A
Shares— from 44
Change-44 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 43
Change-43 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 40
Change-40 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 32
Change-32 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 12
Change-12 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 12
Change-12 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 10
Change-10 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 8
Change-8 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 6
Change-6 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 0
Change0
Value—
Ogorek Anthony Joseph
N/A
Shares— from 0
Change0
Value—
Status
Blue Trust, Inc.
INCREASED7,771,2237,239,129+532,094+7%$684.6M$694.0M+$9.4M2026-10-15
Bank Julius Baer & Co. Ltd, Zurich
INCREASED3,399,2513,325,316+73,935+2%$315.9M$304.0M-$11.9M2026-10-29
AIA Group Ltd
INCREASED2,842,8491,350,527+1,492,322+111%$127.7M$253.9M+$126.2M2026-10-30
Keystone Global Partners, LLC
INCREASED2,752,0002,752+2,749,248+99900%$260.3K$245.8K-$14.5K2026-10-13
Truist Financial Corp
DECREASED1,700,1611,783,901-83,740-5%$168.7M$151.8M-$16.9M2026-10-30
Wealthcare Capital Management LLC
DECREASED1,514,6361,843,045-328,409-18%$174.3M$135.3M-$39.0M2026-10-21
Eastern Bank
INCREASED1,346,447570,453+775,994+136%$53.9M$120.3M+$66.3M2026-10-05
Wealth Enhancement Advisory Services, LLC
INCREASED1,242,8101,072,839+169,971+16%$100.4M$111.2M+$10.7M2026-10-13
Greenleaf Trust
INCREASED1,140,0731,064,492+75,581+7%$100.7M$101.8M+$1.2M2026-10-29
Cambridge Investment Research Advisors, Inc.
INCREASED1,122,696812,707+309,989+38%$76.9M$100.3K-$76.8M2026-11-02
Avalon Advisory Group
INCREASED977,998931,110+46,888+5%$88.1M$87.3M-$710.0K2026-10-20
WestEnd Advisors, LLC
INCREASED882,562852,633+29,929+4%$80.6M$78.8M-$1.8M2026-10-27
Wealthcare Advisory Partners LLC
DECREASED865,4791,008,438-142,959-14%$95.4M$77.3M-$18.1M2026-10-21
3Edge Asset Management, LP
INCREASED860,492843,322+17,170+2%$79.8M$76.9M-$2.9M2026-10-30
Matauro, LLC
INCREASED824,989823,365+1,624+0%$77.9M$73.7M-$4.2M2026-11-03
Greenwood Gearhart LLC
DECREASED775,961854,092-78,131-9%$80.8M$69.3M-$11.5M2026-11-02
CenturyLink Investment Management Co
UNCHANGED746,500746,50000%$70.6M$66.7M-$3.9M2026-10-16
Evergreen Capital Management LLC
INCREASED726,955470,944+256,011+54%$44.5M$64.9M+$20.4M2026-10-23
Raub Brock Capital Management LP
DECREASED707,559741,129-33,570-5%$70.1M$63.2M-$6.9M2026-10-21
Assetmark, Inc
INCREASED699,053590,829+108,224+18%$55.9M$62.4M+$6.6M2026-10-21
Armstrong Advisory Group, Inc
INCREASED623,10913,733+609,376+4437%$1.3M$55.6M+$54.4M2026-10-09
Mirae Asset Global Investments Co., Ltd.
INCREASED605,658473,040+132,618+28%$44.7M$54.1M+$9.4M2026-11-03
Twele Capital Management, Inc.
INCREASED562,022541,981+20,041+4%$51.3M$50.2M-$1.1M2026-10-13
LifeGuide Financial Advisors, LLC
INCREASED541,405506,239+35,166+7%$47.9M$48.4M+$477.8K2026-10-20
GenWealth Group, Inc.
INCREASED531,925509,980+21,945+4%$48.2M$47.5M-$722.6K2026-10-16
Patton Fund Management, Inc.
INCREASED527,427522,470+4,957+1%$49.4M$47.1M-$2.3M2026-10-13
Ironwood Wealth Management, Llc.
INCREASED507,918480,303+27,615+6%$45.4M$45.4M-$60.1K2026-10-28
Focus Financial Network, Inc.
INCREASED443,067405,791+37,276+9%$38.4M$39.6M+$1.2M2026-10-14
IFP Advisors, Inc
DECREASED436,490467,027-30,537-7%$44.2M$39.0M-$5.2M2026-10-16
Beacon Wealthcare LLC
INCREASED430,508419,938+10,570+3%$39.7M$38.4M-$1.3M2026-10-02
Summit Global Investments
INCREASED430,034385,680+44,354+12%$36.5M$38.4K-$36.4M2026-10-28
Kestra Advisory Services, LLC
INCREASED423,017395,637+27,380+7%$37.4M$37.8M+$364.3K2026-11-02
Principle Wealth Partners LLC
NEW419,986—+419,986——$37.5M—2026-11-02
Barings LLC
INCREASED412,045281,884+130,161+46%$26.7M$36.8M+$10.1M2026-10-22
First Financial Bank - Trust Division
INCREASED396,411384,021+12,390+3%$36.3M$35.4M-$913.4K2026-10-01
Commonwealth Equity Services, LLC
INCREASED360,985299,401+61,584+21%$28.3M$32.2M+$3.9M2026-11-02
Ashton Thomas Private Wealth, LLC
INCREASED327,7445,387+322,357+5984%$509.4K$29.3M+$28.8M2026-11-03
Citigroup Inc
DECREASED320,0101,284,765-964,755-75%$121.5M$28.6M-$92.9M2026-11-04
Sachem Hill LLC
DECREASED318,482324,839-6,357-2%$30.7M$28.4M-$2.3M2026-10-14
Bank of New York Mellon Corp
INCREASED314,377247,857+66,520+27%$23.4M$28.1M+$4.6M2026-11-05
First Citizens Bank & Trust Co
DECREASED302,927305,611-2,684-1%$28.9M$27.1M-$1.8M2026-10-14
Community Financial Services Group, LLC
DECREASED300,213389,041-88,828-23%$36.6M$26.8M-$9.8M2026-10-15
Summit Financial Consulting LLC
NEW295,650—+295,650——$26.4M—2026-10-15
Invariant Investment Management
INCREASED295,577278,454+17,123+6%$26.2M$26.3M+$96.3K2026-10-08
Fifth Third Bancorp
DECREASED293,502323,523-30,021-9%$30.6M$26.2M-$4.4M2026-11-05
United Capital Management of KS, Inc.
INCREASED284,191271,552+12,639+5%$25.7M$25.4M-$299.6K2026-11-04
US Bancorp \de\
INCREASED277,506255,552+21,954+9%$24.2M$24.8M+$616.2K2026-11-05
Wealth Management Resources, Inc.
INCREASED269,444260,316+9,128+4%$24.6M$24.1M-$554.1K2026-10-21
RED Cedar Investment Management, LLC
NEW268,484—+268,484——$24.0M—2026-11-04
Mather Group, Llc.
DECREASED252,867267,986-15,119-6%$25.3M$22.6M-$2.8M2026-10-14
Willis Johnson Wealth, Inc.
INCREASED249,334240,768+8,566+4%$22.8M$22.3M-$501.3K2026-11-03
SkyOak Wealth, LLC
DECREASED246,585247,664-1,0790%$23.4M$22.0M-$1.4M2026-10-28
SimpliFi, Inc.
INCREASED234,107231,514+2,593+1%$21.9M$20.9M-$986.2K2026-10-28
Form Wealth Advisors, LLC
DECREASED232,570249,869-17,299-7%$23.6M$20.8M-$2.9M2026-10-13
Aafmaa Wealth Management & Trust LLC
INCREASED225,285210,322+14,963+7%$19.9M$20.1M+$230.1K2026-10-14
Creative Planning
DECREASED219,221223,577-4,356-2%$21.1M$19.6M-$1.6M2026-11-02
Bailard, Inc.
INCREASED211,24785,787+125,460+146%$8.1M$18.9M+$10.8M2026-10-13
Trilogy Capital Inc.
INCREASED205,284140,376+64,908+46%$13.3M$18.3M+$5.1M2026-10-20
Arvest Investments, Inc.
INCREASED195,703183,980+11,723+6%$17.4M$17.5M+$79.3K2026-10-21
Crescent Grove Advisors, LLC
INCREASED194,538190,711+3,827+2%$18.0M$17.4M-$661.4K2026-10-21
Titleist Asset Management, LLC
DECREASED189,320198,568-9,248-5%$18.8M$16.9M-$1.9M2026-10-08
Atlas Private Wealth Advisors
INCREASED187,837152,138+35,699+23%$14.4M$16.8M+$2.4M2026-10-23
Anchor Capital Advisors LLC
DECREASED187,398196,504-9,106-5%$18.6M$16.7M-$1.8M2026-11-05
Syntax Research, Inc.
INCREASED187,323141,033+46,290+33%$13.3M$16.7M+$3.4M2026-11-04
Global Trust Asset Management, LLC
INCREASED185,658145,287+40,371+28%$13.7M$16.6M+$2.8M2026-10-19
Exchange Traded Concepts, LLC
INCREASED184,441182,904+1,537+1%$17.3M$16.5M-$824.8K2026-10-28
Silverleafe Capital Partners, LLC
NEW177,759—+177,759——$15.9M—2026-10-02
Thrivent Financial for Lutherans
INCREASED168,527114,264+54,263+47%$10.8M$15.1M+$4.2M2026-11-05
Virtue Capital Management, LLC
DECREASED167,801419,798-251,997-60%$39.7M$15.0M-$24.7M2026-10-29
Prospera Financial Services Inc
INCREASED166,508162,813+3,695+2%$15.4M$15.3M-$118.2K2026-11-04
Columbia Bank
INCREASED166,059141,822+24,237+17%$13.4M$14.8M+$1.4M2026-10-29
Atria Investments, Inc
INCREASED161,233158,890+2,343+1%$15.0M$14.4M-$626.6K2026-10-15
SeaBridge Investment Advisors LLC
DECREASED158,569233,761-75,192-32%$22.1M$14.2M-$7.9M2026-11-02
Strategic Point Investment Advisors, LLC
INCREASED155,293154,555+738+0%$14.6M$13.9M-$747.0K2026-10-29
Courier Capital LLC
INCREASED153,951122,550+31,401+26%$11.6M$13.7M+$2.2M2026-10-19
One Day In July LLC
INCREASED153,706138,239+15,467+11%$13.1M$13.7M+$654.2K2026-10-30
Ritholtz Wealth Management
DECREASED153,667167,289-13,622-8%$15.8M$13.7M-$2.1M2026-11-05
TD Private Client Wealth LLC
INCREASED151,738150,950+788+1%$14.3M$13.6M-$723.6K2026-10-28
Systelligence, LLC
INCREASED148,16071,851+76,309+106%$6.8M$5.2M-$1.6M2026-11-05
Tennessee Valley Asset Management Partners
INCREASED146,320107,472+38,848+36%$10.2M$13.1M+$2.9M2026-11-03
Paragon Capital Management Inc
DECREASED142,254142,938-6840%$13.5M$12.7M-$812.9K2026-10-15
Pinkerton Wealth, LLC
DECREASED142,003151,448-9,445-6%$14.5M$12.7M-$1.8M2026-10-29
True Freedom Investing, LLC
DECREASED138,557147,572-9,015-6%$14.1M$12.4M-$1.7M2026-10-29
Oppenheimer & Co Inc
INCREASED138,055128,158+9,897+8%$12.1M$12.3M+$209.8K2026-10-26
Lincoln Capital Corp
INCREASED137,459126,444+11,015+9%$12.0M$12.3M+$318.6K2026-10-13
Citizens Financial Group Inc
INCREASED135,18499,428+35,756+36%$9.4M$12.1M+$2.7M2026-10-23
Keybank National Association
INCREASED132,32885,618+46,710+55%$8.1M$11.8M+$3.7M2026-11-04
Quaker Wealth Management, LLC
DECREASED131,886190,443-58,557-31%$18.0M$11.8M-$6.2M2026-10-22
DSG Capital Advisors, LLC
DECREASED130,995197,141-66,146-34%$18.4M$11.7M-$6.7M2026-11-05
William Howard & Co Financial Advisors Inc
DECREASED127,982128,576-5940%$12.2M$11.4M-$729.4K2026-11-04
Pinnacle Associates LTD
DECREASED127,817128,723-906-1%$12.2M$11.4M-$758.0K2026-10-20
Chicago Partners Investment Group LLC
INCREASED126,064122,421+3,643+3%$11.4M$11.5M+$111.4K2026-10-27
Sicart Associates LLC
INCREASED125,346124,666+680+1%$11.8M$11.3M-$455.9K2026-10-29
Transmarket Holdings LP
NEW123,985—+123,985——$11.1M—2026-10-27
Park Avenue Securities LLC
INCREASED120,801108,452+12,349+11%$10.3M$10.8K-$10.2M2026-10-26
Allspring Global Investments Holdings, LLC
NEW119,848—+119,848——$10.7M—2026-11-04
Elevation Point Wealth Partners, LLC
INCREASED112,23299,593+12,639+13%$9.4M$10.0M+$605.0K2026-11-05
Middleton & Co Inc
DECREASED110,634126,601-15,967-13%$12.0M$9.9M-$2.1M2026-10-23
Bond & Devick Financial Network, Inc.
INCREASED110,194102,738+7,456+7%$9.7M$9.8M+$125.5K2026-10-23
Lifestyle Asset Management, Inc.
INCREASED108,78895,567+13,221+14%$9.0M$9.7M+$678.1K2026-10-20
Prime Capital Investment Advisors, LLC
DECREASED107,439130,776-23,337-18%$12.4M$9.6M-$2.8M2026-10-20
Premier Path Wealth Partners, LLC
DECREASED107,428123,390-15,962-13%$11.7M$9.6M-$2.1M2026-10-16
USA Financial Formulas
NEW105,218—+105,218——$9.4M—2026-10-16
Modera Wealth Management, LLC
DECREASED105,021106,091-1,070-1%$10.0M$9.4M-$653.6K2026-10-28
Strategic Financial Group, LLC
INCREASED102,205101,172+1,033+1%$9.6M$9.1M-$439.9K2026-10-08
Pacific Wealth Management
DECREASED101,981158,911-56,930-36%$15.0M$9.1M-$5.9M2026-10-05
Concurrent Investment Advisors, LLC
DECREASED95,435187,958-92,523-49%$17.8M$8.5M-$9.3M2026-10-16
Cordoba Advisory Partners LLC
DECREASED95,170180,881-85,711-47%$17.1M$8.5M-$8.6M2026-10-19
High Note Wealth, LLC
DECREASED94,742101,586-6,844-7%$9.6M$8.5M-$1.1M2026-10-27
PFG Advisors
INCREASED93,92388,893+5,030+6%$8.4M$8.4M-$18.3K2026-10-16
Summit Asset Management, LLC
INCREASED92,84992,840+9+0%$8.8M$8.3M-$487.5K2026-11-05
Miller Financial Services LLC
INCREASED91,61369,200+22,413+32%$6.5M$8.2M+$1.6M2026-10-20
Imc-Chicago, LLC
INCREASED91,14355,388+35,755+65%$5.2M$8.1M+$2.9M2026-11-05
Pinnacle Wealth Management Advisory Group, LLC
INCREASED84,77983,694+1,085+1%$7.9M$7.6M-$343.4K2026-10-23
Laurel OAK Wealth Management, LLC
DECREASED84,76892,967-8,199-9%$8.8M$7.6M-$1.2M2026-10-19
White Pine Investment Co
INCREASED83,91681,884+2,032+2%$7.7M$7.5K-$7.7M2026-10-15
Ameraudi Asset Management, Inc.
INCREASED82,89772,337+10,560+15%$6.8M$7.4M+$562.6K2026-11-05
AMG National Trust Bank
INCREASED80,27669,807+10,469+15%$6.6M$7.2M+$567.8K2026-11-05
Leo Wealth, LLC
NEW78,488—+78,488——$7.0M—2026-10-26
Benchmark Financial, LLC
INCREASED78,46373,813+4,650+6%$7.0M$7.0M+$27.0K2026-10-16
Greenwood Capital Associates LLC
INCREASED76,52972,034+4,495+6%$6.8M$6.8M+$22.5K2026-10-27
Rezny Wealth Management, Inc.
INCREASED75,23675,022+214+0%$7.1M$6.7M-$375.5K2026-10-15
DDD Partners, LLC
INCREASED74,39071,108+3,282+5%$6.7M$6.6M-$80.9K2026-11-02
Leuthold Group, LLC
DECREASED74,03374,708-675-1%$7.1M$6.6M-$453.2K2026-11-04
Portside Wealth Group, LLC
INCREASED72,62263,075+9,547+15%$6.0M$6.5M+$520.8K2026-10-20
West Paces Advisors Inc.
DECREASED72,461271,846-199,385-73%$25.7M$6.5M-$19.2M2026-10-13
IPG Investment Advisors LLC
DECREASED71,994108,690-36,696-34%$10.3M$6.4M-$3.8M2026-10-30
Goodman Advisory Group, LLC
DECREASED71,76492,283-20,519-22%$8.7M$6.4M-$2.3M2026-11-02
Heck Capital Advisors, LLC
INCREASED69,73564,857+4,878+8%$6.1M$6.2M+$94.5K2026-10-14
AmeriServ Wealth Advisors
DECREASED67,308105,080-37,772-36%$9.9M$6.0M-$3.9M2026-10-21
Acropolis Investment Management, LLC
DECREASED67,08068,522-1,442-2%$6.5M$6.0M-$489.2K2026-10-08
Insight Wealth Partners, LLC
DECREASED66,81168,061-1,250-2%$6.4M$6.0M-$469.6K2026-10-26
Davenport & Co LLC
INCREASED65,74761,264+4,483+7%$5.8M$5.9M+$78.1K2026-10-14
Ballew Advisors, Inc
INCREASED65,56156,898+8,663+15%$5.4M$5.8M+$482.9K2026-10-05
Vise Technologies, Inc.
INCREASED64,75431,107+33,647+108%$2.9M$5.8M+$2.8M2026-10-29
TD Waterhouse Canada Inc.
INCREASED63,52844,940+18,588+41%$4.2M$5.7M+$1.4M2026-10-16
Values First Advisors, Inc.
INCREASED63,35560,525+2,830+5%$5.7M$5.7M-$65.6K2026-10-23
James Investment Research, Inc.
DECREASED62,79069,262-6,472-9%$6.6M$5.6M-$942.3K2026-10-22
Stablepoint Partners, LLC
INCREASED62,47754,935+7,542+14%$5.2M$5.6M+$384.7K2026-11-03
Wealth Enhancement Trust Services, Inc.
DECREASED62,36363,818-1,455-2%$6.0M$5.6M-$465.6K2026-10-07
First Interstate Bank
INCREASED62,09257,684+4,408+8%$5.5M$5.5M+$90.3K2026-10-23
Sagespring Wealth Partners, LLC
DECREASED58,69078,387-19,697-25%$7.4M$5.2M-$2.2M2026-10-22
Perigon Wealth Management, LLC
INCREASED57,27451,449+5,825+11%$4.9M$5.1M+$249.6K2026-10-22
Beacon Advisors Holdings, LLC
INCREASED55,90054,032+1,868+3%$5.1M$5.0M-$117.4K2026-10-27
Meridian Wealth Management, LLC
INCREASED54,67145,773+8,898+19%$4.3M$4.9M+$554.7K2026-11-05
Bison Wealth, LLC
DECREASED53,371101,433-48,062-47%$9.6M$4.8M-$4.8M2026-10-13
Whalen Wealth Management Inc.
INCREASED51,3748,472+42,902+506%$801.2K$4.6M+$3.8M2026-10-08
Sage Private Wealth Group, LLC
NEW50,206—+50,206——$4.5M—2026-10-21
Brookstone Capital Management
DECREASED49,94650,203-257-1%$4.7M$4.5M-$287.0K2026-10-22
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED47,87761,124-13,247-22%$5.8M$4.3M-$1.5M2026-10-14
Simplicity Wealth,LLC
INCREASED46,90942,006+4,903+12%$4.0M$4.2M+$217.0K2026-10-23
Ferguson Shapiro LLC
INCREASED46,77017,543+29,227+167%$1.7M$4.2M+$2.5M2026-10-16
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED46,66743,935+2,732+6%$4.2M$4.2K-$4.2M2026-10-14
Capital Advisors Wealth Management, LLC
DECREASED45,58146,752-1,171-2%$4.4M$4.1M-$350.5K2026-10-09
Focused Wealth Management, Inc
INCREASED45,31443,305+2,009+5%$4.1M$4.0M-$48.4K2026-10-30
Diversify Advisory Services, LLC
DECREASED44,58273,592-29,010-39%$6.9M$4.0M-$2.8M2026-10-20
Diversify Wealth Management, LLC
DECREASED44,58273,592-29,010-39%$6.9M$4.0M-$2.8M2026-10-20
Farther Finance Advisors, LLC
INCREASED43,43037,764+5,666+15%$3.6M$3.9M+$307.4K2026-10-08
GAM Holding AG
DECREASED43,00055,000-12,000-22%$5.2M$3.8M-$1.4M2026-11-03
Wealthcare Capital Partners, LLC
INCREASED42,48941,803+686+2%$4.0M$3.8M-$158.7K2026-10-21
1620 Investment Advisors, Inc.
INCREASED42,43437,970+4,464+12%$3.6M$3.8M+$199.0K2026-11-04
Integrated Advisors Network LLC
DECREASED41,42341,702-279-1%$3.9M$3.7M-$244.2K2026-10-20
Advisor OS, LLC
INCREASED41,24333,287+7,956+24%$3.1M$3.7M+$535.4K2026-11-03
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED41,13383,668-42,535-51%$7.9M$3.7M-$4.2M2026-10-14
MFA Wealth Services
INCREASED40,34338,171+2,172+6%$3.6M$3.6M-$6.7K2026-10-14
Blue Capital, Inc.
INCREASED40,19434,899+5,295+15%$3.3M$3.6M+$289.3K2026-10-13
Dynamic Wealth Strategies, LLC
DECREASED40,17046,469-6,299-14%$4.4M$3.6M-$807.0K2026-10-16
Independent Financial Group, LLC
INCREASED39,86139,219+642+2%$3.7M$3.6M-$149.0K2026-10-13
J. Safra Sarasin Holding AG
INCREASED39,42137,609+1,812+5%$3.6M$3.7M+$138.3K2026-10-26
Kestra Private Wealth Services, LLC
INCREASED39,10036,326+2,774+8%$3.4M$3.5M+$56.7K2026-10-30
Apollon Wealth Management, LLC
DECREASED38,99839,133-1350%$3.7M$3.5M-$218.0K2026-10-23
Beirne Wealth Consulting Services, LLC
INCREASED38,45337,706+747+2%$3.6M$3.4M-$131.3K2026-10-19
Compound Planning, Inc.
DECREASED38,23660,587-22,351-37%$5.7M$3.4M-$2.3M2026-11-05
Cullen T Bankers, Inc.
DECREASED37,71038,461-751-2%$3.6M$3.4M-$269.4K2026-10-28
Christensen, King & Associates Investment Services, Inc.
DECREASED37,60638,287-681-2%$3.6M$3.4M-$262.2K2026-10-22
Burns Matteson Capital Management, LLC
NEW36,644—+36,644——$3.3M—2026-10-16
Strategic Blueprint, LLC
INCREASED36,46030,647+5,813+19%$2.9M$3.3M+$358.0K2026-10-22
Nemes Rush Group LLC
INCREASED36,163881+35,282+4005%$83.3K$3.2M+$3.1M2026-11-04
Insight Wealth Strategies, LLC
INCREASED36,07835,047+1,031+3%$3.3M$3.2M-$73.4K2026-10-09
Columbus Macro, LLC
DECREASED35,94636,229-283-1%$3.4M$3.2M-$215.8K2026-10-14
Biltmore Wealth Management, LLC
INCREASED35,41431,350+4,064+13%$3.0M$3.2M+$198.0K2026-10-09
King Luther Capital Management Corp
INCREASED35,38532,750+2,635+8%$3.1M$3.2M+$63.1K2026-11-05
United Advisor Group, LLC
INCREASED35,33526,369+8,966+34%$2.5M$3.2M+$662.1K2026-11-03
CVS Health Corp
UNCHANGED35,00035,00000%$3.3M$3.1M-$184.1K2026-11-05
WealthCare Asset Management, LLC
NEW34,764—+34,764——$3.1M—2026-10-26
Etesian Wealth Advisors, Inc.
INCREASED34,43228,651+5,781+20%$2.7M$3.1M+$365.6K2026-10-27
AlphaCore Capital LLC
DECREASED34,31966,619-32,300-48%$6.3M$3.1M-$3.2M2026-11-04
Forte Asset Management LLC
DECREASED34,24735,209-962-3%$3.3M$3.1M-$271.1K2026-10-13
Arrien Investments, Inc.
NEW33,979—+33,979——$3.0M—2026-10-30
Solstein Capital, LLC
DECREASED33,87536,208-2,333-6%$3.4M$3.0M-$398.8K2026-11-02
LWM Advisors Inc
DECREASED32,42333,411-988-3%$3.2M$2.9M-$264.0K2026-10-08
WBH Advisory Inc
INCREASED32,41025,880+6,530+25%$2.4M$2.9M+$447.1K2026-11-05
Evergreen Private Wealth LLC
INCREASED32,13230,671+1,461+5%$2.9M$2.9M-$30.8K2026-10-30
Jefferies Financial Group Inc.
DECREASED31,90338,397-6,494-17%$3.6M$2.8M-$782.0K2026-11-05
Boltwood Capital Management
INCREASED31,29030,368+922+3%$2.9M$2.8M-$77.4K2026-10-02
Able Financial Group, LLC
INCREASED31,17629,329+1,847+6%$2.8M$2.8M+$10.7K2026-10-14
Erickson Financial Group, LLC
INCREASED31,04129,057+1,984+7%$2.7M$2.8M+$24.4K2026-11-05
Spectrum Strategic Capital Management, LLC
DECREASED30,58454,412-23,828-44%$5.1M$2.7M-$2.4M2026-10-22
Certior Financial Group, LLC
DECREASED30,43430,539-1050%$2.9M$2.7M-$170.0K2026-10-19
Alliance Wealth Advisors, LLC
DECREASED30,43331,763-1,330-4%$3.0M$2.7M-$285.9K2026-10-28
Semitam Bonam LLC
INCREASED30,23327,659+2,574+9%$2.6M$2.7M+$84.4K2026-10-27
Koshinski Asset Management, Inc.
DECREASED30,21830,470-252-1%$2.9M$2.7M-$182.8K2026-10-29
RFG Advisory, LLC
DECREASED29,04171,332-42,291-59%$6.7M$2.6M-$4.2M2026-11-03
Sovran Advisors, LLC
INCREASED28,56427,886+678+2%$2.6M$2.6M-$2.5K2026-11-02
Ehrlich Financial Group
INCREASED28,41920,416+8,003+39%$1.9M$2.5M+$607.4K2026-10-20
Stordahl Capital Management, Inc.
DECREASED28,41330,535-2,122-7%$2.9M$2.5M-$350.1K2026-10-22
T3 Companies, LLC
NEW28,400—+28,400——$2.5M—2026-10-22
Lido Advisors, LLC
DECREASED27,66834,287-6,619-19%$3.2M$2.5M-$771.5K2026-11-04
Regatta Capital Group, LLC
DECREASED27,65032,921-5,271-16%$3.1M$2.5M-$644.0K2026-10-23
Autumn Glory Partners, LLC
UNCHANGED27,22727,22700%$2.6M$2.4M-$143.2K2026-10-26
HCR Wealth Advisors
INCREASED27,19526,590+605+2%$2.5M$2.4M-$85.8K2026-10-15
Cdkv Holdings LLC
DECREASED27,07528,881-1,806-6%$2.7M$2.4M-$313.2K2026-10-28
Sigma Planning Corp
DECREASED27,06128,294-1,233-4%$2.7M$2.4M-$258.9K2026-10-23
Sowell Financial Services LLC
INCREASED26,95424,390+2,564+11%$2.3M$2.4M+$100.6K2026-10-23
Purus Wealth Management, LLC
INCREASED26,91126,461+450+2%$2.5M$2.4M-$99.0K2026-10-15
Encompass More Asset Management
NEW26,398—+26,398——$2.4M—2026-10-16
Analyst IMS Investment Management Services Ltd.
INCREASED26,30223,627+2,675+11%$2.2M$2.3M+$115.0K2026-11-05
Triad Wealth Partners, LLC
INCREASED26,18626,160+26+0%$2.4M$2.3M-$89.4K2026-10-26
EverSource Wealth Advisors, LLC
INCREASED25,114943+24,171+2563%$89.2K$2.2M+$2.2M2026-11-04
Q Fund Management (Hong Kong) Ltd
UNCHANGED25,00025,00000%$2.4M$2.2M-$131.5K2026-10-14
Greatmark Investment Partners, Inc.
DECREASED24,94626,556-1,610-6%$2.5M$2.2M-$283.5K2026-10-28
Formidable Asset Management, LLC
INCREASED24,84121,170+3,671+17%$2.0M$2.3M+$328.7K2026-11-03
MFA Wealth Advisors, LLC
INCREASED24,82124,343+478+2%$2.3M$2.2M-$85.4K2026-10-07
Eagle Global Advisors LLC
INCREASED24,75721,547+3,210+15%$2.0M$2.2M+$173.3K2026-11-02
Innova Wealth Partners
INCREASED24,2965,136+19,160+373%$485.7K$2.2M+$1.7M2026-10-21
JB Capital LLC
INCREASED23,77922,777+1,002+4%$2.2M$2.1M-$30.2K2026-10-19
ETF Store, Inc.
DECREASED23,77123,876-1050%$2.3M$2.1M-$135.0K2026-10-19
Cypress Capital, LLC
DECREASED23,70925,276-1,567-6%$2.4M$2.1M-$272.9K2026-10-20
First International Bank of Israel Ltd.
INCREASED23,08721,374+1,713+8%$2.0M$2.1M+$40.6K2026-11-04
ShoreHaven Wealth Partners, LLC
INCREASED22,25018,052+4,198+23%$1.7M$2.0M+$280.0K2026-10-16
M Holdings Securities, Inc.
NEW21,972—+21,972——$2.0M—2026-11-03
Midwest Professional Planners, Ltd.
DECREASED21,96522,018-530%$2.1M$2.0M-$120.5K2026-10-29
Prism Advisors, Inc.
INCREASED21,92916,419+5,510+34%$1.6M$2.0M+$408.8K2026-10-09
Central Pacific Bank - Trust Division
DECREASED21,81522,215-400-2%$2.1M$1.9M-$152.6K2026-10-06
Fortitude Advisory Group L.L.C.
DECREASED21,68421,943-259-1%$2.1M$1.9M-$138.6K2026-10-15
Midwest Trust Co
DECREASED21,03321,197-164-1%$2.0M$1.9M-$126.1K2026-10-22
Robinson Value Management, Ltd.
INCREASED20,95019,828+1,122+6%$1.9M$1.9M-$4.1K2026-10-20
Krilogy Financial LLC
DECREASED20,91324,020-3,107-13%$2.3M$1.9M-$401.3K2026-10-13
Atlas Brown,Inc.
INCREASED20,87820,199+679+3%$1.9M$1.9M-$45.7K2026-10-09
Israel Discount Bank of New York
INCREASED20,20619,113+1,093+6%$1.8M$1.8M-$2.9K2026-10-14
Canvas Wealth Advisors, LLC
INCREASED20,1015,300+14,801+279%$501.2K$1.8M+$1.3M2026-11-02
GC Wealth Management RIA, LLC
INCREASED19,93317,936+1,997+11%$1.7M$1.8M+$84.0K2026-11-02
United Asset Strategies, Inc.
INCREASED19,48717,951+1,536+9%$1.7M$1.7M+$42.8K2026-10-28
WealthTrust Asset Management, LLC
INCREASED18,98214,792+4,190+28%$1.4M$1.7M+$296.4K2026-10-22
Matrix Trust Co
DECREASED18,96019,259-299-2%$1.8K$1.7K-$1282026-10-07
Fifth Third Securities, Inc.
INCREASED18,90113,901+5,000+36%$1.3M$1.7M+$373.4K2026-10-21
DMC Group, LLC
DECREASED18,75721,025-2,268-11%$2.0M$1.7M-$313.1K2026-10-26
Capstone Capital Management Ltd
NEW18,600—+18,600——$1.7M—2026-10-21
Lanark Financial, Inc.
DECREASED18,47525,250-6,775-27%$2.4M$1.6M-$738.0K2026-10-26
Choreo, LLC
DECREASED17,82832,444-14,616-45%$3.1M$1.6M-$1.5M2026-10-28
waypoint wealth counsel
DECREASED17,67817,784-106-1%$1.7M$1.6M-$103.0K2026-10-22
SevenBridge Financial Group, LLC
INCREASED17,57716,444+1,133+7%$1.5M$1.6M+$54.3K2026-10-26
Spire Wealth Management
DECREASED17,564111,947-94,383-84%$10.6M$1.6M-$9.0M2026-10-30
Center For Asset Management LLC
INCREASED17,38413,537+3,847+28%$1.3M$1.6M+$272.3K2026-10-16
Professional Financial Advisors, LLC
INCREASED17,2932,331+14,962+642%$220.4K$1.5M+$1.3M2026-10-13
Beam Wealth Advisors, Inc.
DECREASED17,20040,324-23,124-57%$3.8M$1.5M-$2.3M2026-11-03
Prairie Advisory, LLC
INCREASED17,1609,034+8,126+90%$854.3K$1.5M+$678.2K2026-10-19
International Private Wealth Advisors LLC
INCREASED16,9487,826+9,122+117%$740.1K$1.5M+$773.5K2026-11-05
CFS Investment Advisory Services, LLC
DECREASED16,82737,648-20,821-55%$3.5M$1.5M-$2.0M2026-10-19
Ascent Group, LLC
DECREASED16,39224,882-8,490-34%$2.4M$1.5M-$889.1K2026-10-30
TSA Wealth Managment LLC
DECREASED15,85534,182-18,327-54%$3.2M$1.4M-$1.8M2026-10-22
First Horizon Corp
UNCHANGED15,81615,81600%$1.5M$1.4M-$83.2K2026-10-26
Wedbush Securities Inc
INCREASED15,63315,315+318+2%$1.4M$1.4K-$1.4M2026-10-22
Glaxis Capital Management, LLC
DECREASED15,50015,840-340-2%$1.5M$1.4M-$113.7K2026-11-02
Global View Capital Management LLC
INCREASED15,4635,702+9,761+171%$539.2K$1.4M+$841.8K2026-10-28
Dutch Asset Corp
NEW15,232—+15,232——$1.4M—2026-10-20
Blue Jean Financial LLC
NEW15,007—+15,007——$1.3M—2026-10-20
Marshall & Sterling Wealth Advisors Inc.
DECREASED14,99838,958-23,960-61%$3.7M$1.3M-$2.3M2026-10-28
Bingham Private Wealth, LLC
INCREASED14,85514,541+314+2%$1.4M$1.3M-$48.4K2026-11-05
Kornitzer Capital Management Inc
INCREASED14,47313,713+760+6%$1.3M$1.3M-$4.3K2026-11-03
Quadrant Private Wealth Management, LLC
NEW13,841—+13,841——$1.2M—2026-11-04
LexAurum Advisors, LLC
UNCHANGED13,57813,57800%$1.3M$1.2M-$71.4K2026-10-19
Wlth Capital Management, LLC
DECREASED13,502226,074-212,572-94%$21.4M$1.2M-$20.2M2026-10-20
Harbor Capital Advisors, Inc.
DECREASED13,42527,904-14,479-52%$2.6M$1.2K-$2.6M2026-10-22
Flagstar Securities, Inc
INCREASED13,36112,436+925+7%$1.2M$1.2M+$17.2K2026-10-15
Two West Capital Advisors LLC
INCREASED13,2819,212+4,069+44%$861.6K$1.2M+$326.3K2026-10-15
Gilpin Wealth Management, LLC
INCREASED13,04611,720+1,326+11%$1.1M$1.2M+$56.8K2026-10-09
Private Trust Co NA
INCREASED13,03711,472+1,565+14%$1.1M$1.2M+$79.4K2026-10-20
Csenge Advisory Group
DECREASED13,03118,264-5,233-29%$1.7M$1.2M-$563.4K2026-11-04
Buck Wealth Strategies, LLC
DECREASED12,94919,372-6,423-33%$1.8M$1.2M-$675.6K2026-10-28
TriaGen Wealth Management LLC
INCREASED12,83612,098+738+6%$1.1M$1.1M+$2.3K2026-10-14
Capital Investment Advisory Services, LLC
DECREASED12,82117,422-4,601-26%$1.6M$1.1M-$501.3K2026-10-30
HUB Investment Partners, LLC
DECREASED12,74813,742-994-7%$1.3M$1.1M-$161.0K2026-11-03
BCM Advisors, LLC
DECREASED12,67814,322-1,644-11%$1.3M$1.2M-$169.0K2026-11-03
Summa Corp.
DECREASED12,55513,827-1,272-9%$1.3M$1.1M-$186.3K2026-10-30
International Assets Investment Management, LLC
DECREASED12,22712,416-189-2%$1.2M$1.1M-$75.6K2026-11-02
Gerber Kawasaki Wealth & Investment Management
DECREASED12,15314,794-2,641-18%$1.4M$1.1M-$313.7K2026-10-29
Meitav Investment House LTD
DECREASED12,11115,589-3,478-22%$1.5M$1.1M-$392.9K2026-10-28
Creative Financial Designs Inc
INCREASED12,0774,469+7,608+170%$422.6K$1.1M+$655.9K2026-11-04
Catalyst Private Wealth, LLC
INCREASED12,0047,713+4,291+56%$729.4K$1.1M+$342.7K2026-10-13
Cosner Financial Group, LLC
INCREASED11,98611,834+152+1%$1.1M$1.1M-$48.6K2026-11-03
Banque Pictet & CIE SA
UNCHANGED11,97611,97600%$1.1M$1.1M-$63.0K2026-10-16
Integras Partners LLC
DECREASED11,96312,403-440-4%$1.2M$1.1M-$104.6K2026-10-30
SeaCrest Wealth Management, LLC
UNCHANGED11,66511,66500%$1.1M$1.0M-$61.4K2026-10-21
Forza Wealth Management, LLC
UNCHANGED11,61511,61500%$1.1M$1.0M-$61.1K2026-10-20
Moneywise, Inc.
INCREASED11,5012,313+9,188+397%$218.7K$1.0M+$808.4K2026-10-30
Ndwm LLC
INCREASED11,19811,163+35+0%$1.1M$1.0M-$55.6K2026-11-05
D.A. Davidson & Co.
DECREASED11,08773,871-62,784-85%$7.0M$990.2K-$6.0M2026-10-28
Mission Wealth Management, LP
DECREASED10,80113,657-2,856-21%$1.3M$964.7K-$326.8K2026-10-15
LightSquare Wealth Management, LLC
INCREASED10,7568,216+2,540+31%$777.0K$960.6K+$183.7K2026-11-03
Financial Network Wealth Advisors LLC
INCREASED10,75610,510+246+2%$993.9K$960.6K-$33.3K2026-10-28
Lifetime Wealth Management P.C.
DECREASED10,65211,955-1,303-11%$1.1M$951.3K-$179.3K2026-10-29
Veltria Advisors Corp.
UNCHANGED10,51510,51500%$994.4K$939.1K-$55.3K2026-11-05
Union Bancaire Privee, UBP SA
UNCHANGED10,45710,45700%$994.0K$935.4K-$58.7K2026-11-04
Evolution Wealth Advisors, LLC
UNCHANGED10,38210,38200%$981.8K$927.2K-$54.6K2026-11-03
Horst & Graben Wealth Management LLC
DECREASED10,24428,030-17,786-63%$2.6M$914.9K-$1.7M2026-11-02
Paladin Partners, LLC
UNCHANGED10,22610,22600%$967.1K$913.3K-$53.8K2026-10-06
Lewis Asset Management, LLC
DECREASED10,20511,418-1,213-11%$1.1M$911.4K-$168.3K2026-10-14
Facet Wealth, Inc.
INCREASED10,1654,983+5,182+104%$471.2K$907.8K+$436.6K2026-11-04
Mariner Investment Group LLC
DECREASED10,16122,596-12,435-55%$2.1M$907.5K-$1.2M2026-11-04
Cypress Financial Planning LLC
DECREASED10,06815,533-5,465-35%$1.5M$899.2K-$569.8K2026-10-09
Primoris Wealth Advisors, LLC
UNCHANGED10,03310,03300%$948.8K$896.0K-$52.8K2026-10-28
Roman Butler Fullerton & Co
NEW9,990—+9,990——$900.0K—2026-10-27
Sage Advisory Services, Ltd.Co.
DECREASED9,97336,863-26,890-73%$3.5M$891.0K-$2.6M2026-10-29
Verus Capital Partners, LLC
INCREASED9,8999,370+529+6%$886.1K$884.1K-$2.0K2026-11-03
SteelPeak Wealth, LLC
DECREASED9,75810,448-690-7%$988.1K$871.5K-$116.6K2026-10-16
Benin Management Corp
UNCHANGED9,5559,55500%$903.6K$853.4K-$50.3K2026-10-22
MGO One Seven LLC
DECREASED9,52738,527-29,000-75%$3.6M$850.9K-$2.8M2026-10-28
Retirement Financial Solutions, LLC
DECREASED9,50115,818-6,317-40%$1.5M$848.6K-$647.4K2026-10-20
B. Riley Wealth Advisors, Inc.
INCREASED9,3048,856+448+5%$841.9K$830.9K-$11.0K2026-10-13
Axxcess Wealth Management, LLC
INCREASED9,2558,217+1,038+13%$777.1K$826.6K+$49.5K2026-10-21
Addis & Hill, Inc
UNCHANGED9,0789,07800%$858.5K$858.5K$02026-10-19
Paragon Private Wealth Management, LLC
DECREASED8,95010,952-2,002-18%$1.0M$799.3K-$236.4K2026-10-20
Rockingstone Advisors LLC
INCREASED8,9356,955+1,980+28%$657.7K$798.0K+$140.3K2026-10-16
TCP Asset Management, LLC
DECREASED8,8369,076-240-3%$858.3K$786.8K-$71.5K2026-10-14
Gibbs Wealth Management
INCREASED8,8306,385+2,445+38%$603.8K$788.6K+$184.8K2026-10-22
Bayshore Capital Advisors, LLC
UNCHANGED8,6858,68500%$821.3K$775.7K-$45.7K2026-11-02
SBI Securities Co., Ltd.
DECREASED8,6698,983-314-3%$849.5K$774.2K-$75.3K2026-10-22
XY Planning Network, Inc.
INCREASED8,6015,562+3,039+55%$526.0K$768.2K+$242.2K2026-10-14
Shepherd Financial Partners LLC
NEW8,569—+8,569——$765.3K—2026-11-03
Apella Capital, LLC
INCREASED8,5548,514+40+0%$797.7K$762.2K-$35.5K2026-10-08
Legacy Private Trust Co.
DECREASED8,49314,888-6,395-43%$1.4M$758.5K-$649.4K2026-10-06
Robertson Stephens Wealth Management, LLC
DECREASED8,4299,649-1,220-13%$912.5K$752.8K-$159.8K2026-10-16
MassMutual Private Wealth & Trust, FSB
INCREASED8,2347,621+613+8%$720.7K$735.4K+$14.7K2026-10-05
StoneX Group Inc.
INCREASED8,1316,146+1,985+32%$581.3K$733.3K+$152.1K2026-11-03
Fiduciary Alliance LLC
DECREASED8,0978,512-415-5%$805.0K$723.1K-$81.8K2026-10-13
CoreCap Advisors, LLC
INCREASED8,0402,881+5,159+179%$272.4K$718.1K+$445.7K2026-10-08
Ascentis Independent Advisors
INCREASED8,025265+7,760+2928%$25.1K$717.2K+$692.1K2026-11-03
Texas Bank & Trust Co
DECREASED8,01710,010-1,993-20%$946.6K$716.0K-$230.6K2026-11-04
First Heartland Consultants, Inc.
INCREASED8,0157,682+333+4%$726.5K$715.8K-$10.7K2026-10-08
Core Wealth Partners LLC
INCREASED7,8587,201+657+9%$681.0K$701.8K+$20.8K2026-11-02
Elwood & Goetz Wealth Advisory Group, LLC
NEW7,641—+7,641——$682.4K—2026-10-28
Narus Financial Partners, LLC
UNCHANGED7,5287,52800%$711.9K$672.3K-$39.6K2026-10-19
Dedeker Financial LLC
DECREASED7,37414,311-6,937-48%$1.4M$658.7K-$694.9K2026-10-23
Caliber Wealth Management, LLC / KS
INCREASED7,3687,318+50+1%$692.1K$658.0K-$34.0K2026-11-04
Provenance Wealth Advisors, LLC
INCREASED7,3259+7,316+81289%$851$654.2K+$653.3K2026-10-30
Beverly Hills Private Wealth, LLC
UNCHANGED7,2657,26500%$687.1K$648.8K-$38.2K2026-11-04
Hamilton Capital, LLC
INCREASED7,2236,103+1,120+18%$577.2K$645.1K+$67.9K2026-10-08
Detalus Advisors, LLC
INCREASED7,1815,722+1,459+26%$541.1K$641.3K+$100.2K2026-10-15
Connecticut Wealth Management, LLC
INCREASED7,1646,890+274+4%$651.6K$639.8K-$11.8K2026-10-13
Obermeyer Wealth Partners
DECREASED7,1457,420-275-4%$701.7K$638.1K-$63.6K2026-10-21
Bedminster, LLC
INCREASED7,0956,917+178+3%$654.1K$633.7K-$20.5K2026-11-04
Andina Capital Management, LLC
INCREASED6,9745,954+1,020+17%$563.1K$622.8K+$59.8K2026-10-21
Surience Private Wealth LLC
DECREASED6,84120,137-13,296-66%$1.9M$611.0K-$1.3M2026-10-16
Woodward Diversified Capital, LLC
INCREASED6,8413,651+3,190+87%$345.3K$611.0K+$265.7K2026-10-21
Norden Group LLC
DECREASED6,8137,064-251-4%$668.1K$608.4K-$59.6K2026-10-20
Centerline Wealth Advisors, LLC
DECREASED6,80127,869-21,068-76%$2.6M$607.4K-$2.0M2026-10-15
Brickley Wealth Management
DECREASED6,6986,723-250%$635.8K$598.2K-$37.6K2026-11-04
Wolverine Asset Management LLC
INCREASED6,6924,100+2,592+63%$387.7K$597.7K+$209.9K2026-11-02
Quadcap Wealth Management, LLC
UNCHANGED6,6206,62000%$626.1K$591.2K-$34.8K2026-11-02
Promethium Advisors,llc
DECREASED6,61549,057-42,442-87%$4.6M$590.8K-$4.0M2026-10-19
City Center Advisors, LLC
INCREASED6,5955,847+748+13%$553.0K$589.0K+$36.0K2026-10-08
Cambridge Advisors Inc.
UNCHANGED6,5716,57100%$621.4K$586.9K-$34.6K2026-10-19
Independence Financial Advisors, LLC
DECREASED6,55114,356-7,805-54%$1.4M$585.1K-$772.6K2026-10-08
Patten & Patten Inc
INCREASED6,5226,397+125+2%$605.0K$582.5K-$22.5K2026-10-26
Bryn Mawr Trust Advisors, LLC
DECREASED6,5147,329-815-11%$693.1K$581.8K-$111.3K2026-11-04
Seelaus Asset Management LLC
DECREASED6,4156,665-250-4%$630.3K$572.9K-$57.4K2026-10-14
Winthrop Capital Management, LLC
UNCHANGED6,3236,32300%$598.0K$564.7K-$33.3K2026-11-05
American Institute for Advanced Investment Management, LLP
DECREASED6,2756,625-350-5%$626.5K$560.4K-$66.1K2026-11-03
Archer Investment Corp
INCREASED6,2746,221+53+1%$588.3K$560.3K-$27.9K2026-11-05
WealthSpring Partners, LLC
NEW6,260—+6,260——$559.0K—2026-10-14
Goelzer Investment Management, Inc.
DECREASED6,1406,310-170-3%$596.7K$548.3K-$48.4K2026-10-16
Three Seasons Wealth, LLC
NEW6,139—+6,139——$548.3K—2026-11-03
Ballast Rock Private Wealth LLC
INCREASED6,0956,060+35+1%$573.1K$544.3K-$28.8K2026-10-26
Mccarter Private Wealth Services LLC
INCREASED6,0333,717+2,316+62%$351.6K$538.8K+$187.2K2026-10-22
J.W. Cole Advisors, Inc.
DECREASED6,0026,145-143-2%$581.2K$536.1K-$45.1K2026-11-05
Moulton Wealth Management, Inc
INCREASED5,9875,982+5+0%$562.9K$534.6K-$28.3K2026-10-13
Amarillo National Bank
DECREASED5,9576,770-813-12%$640.2K$532.0K-$108.2K2026-10-23
Arwa LLC
DECREASED5,8436,707-864-13%$628.6K$523.2K-$105.4K2026-10-21
Montecito Bank & Trust
INCREASED5,8325,254+578+11%$496.9K$520.9K+$24.0K2026-10-01
Claro Advisors Inc.
DECREASED5,8256,041-216-4%$571.4K$520.2K-$51.1K2026-11-02
Lockerman Financial Group, Inc.
INCREASED5,7765,658+118+2%$535.1K$515.9K-$19.2K2026-10-19
E&G Advisors, LLC
UNCHANGED5,7625,76200%$544.9K$514.6K-$30.3K2026-10-13
Beacon Financial Group
INCREASED5,6665,587+79+1%$528.4K$506.0K-$22.3K2026-10-19
Signal Advisors Wealth, LLC
DECREASED5,5788,308-2,730-33%$785.7K$498.2K-$287.5K2026-10-13
Belvedere Trading LLC
NEW5,571—+5,571——$497.5K—2026-11-05
Realta Investment Advisors
INCREASED5,5094,243+1,266+30%$401.3K$492.0K+$90.7K2026-10-14
Sapient Capital LLC
DECREASED5,5016,054-553-9%$572.5K$491.3K-$81.2K2026-10-08
Endowment Wealth Management, Inc.
INCREASED5,2743,836+1,438+37%$362.8K$471.0K+$108.3K2026-11-03
Founders Financial Securities LLC
INCREASED5,1892,446+2,743+112%$231.3K$463.4K+$232.1K2026-10-28
Cresta Advisors, Ltd.
UNCHANGED5,1405,14000%$486.1K$459.1K-$27.0K2026-10-14
Joel Adams & Associates, Inc.
INCREASED5,1204,549+571+13%$430.2K$457.3K+$27.1K2026-11-02
Retirement Planning Group, LLC
INCREASED5,0904,867+223+5%$460.3K$454.6K-$5.7K2026-10-19
Associated Banc-Corp
DECREASED5,0555,517-462-8%$521.7K$451.5K-$70.3K2026-10-30
Cyndeo Wealth Partners, LLC
DECREASED5,00418,572-13,568-73%$1.8M$446.9K-$1.3M2026-10-16
KG Capital Management
DECREASED4,9967,560-2,564-34%$715.0K$446.2K-$268.8K2026-10-15
Fulton Breakefield Broenniman LLC
DECREASED4,9565,656-700-12%$534.9K$442.6K-$92.3K2026-11-03
VestGen Advisors, LLC
DECREASED4,84134,637-29,796-86%$3.3M$432.4K-$2.8M2026-10-27
Trek Financial, LLC
INCREASED4,8324,362+470+11%$412.5K$431.5K+$19.0K2026-10-29
Narwhal Capital Management
NEW4,776—+4,776——$426.5K—2026-11-04
Cambiar Investors LLC
UNCHANGED4,7404,74000%$448.3K$423.3K-$24.9K2026-11-04
DKM Wealth Management, Inc.
UNCHANGED4,7024,70200%$444.7K$419.9K-$24.7K2026-10-09
Capital Investment Advisors, LLC
DECREASED4,6844,798-114-2%$453.8K$418.3K-$35.4K2026-10-22
Avidian Wealth Enterprises, LLC
DECREASED4,62612,949-8,323-64%$1.2M$413.2K-$811.4K2026-10-08
Maia Wealth LLC
DECREASED4,5354,895-360-7%$463.0K$405.0K-$57.9K2026-10-19
Jessup Wealth Management, Inc
DECREASED4,524118,652-114,128-96%$11.2M$404.1K-$10.8M2026-10-20
Prosperity Financial Group, Inc.
NEW4,446—+4,446——$397.1K—2026-10-29
BridgePort Financial Solutions, LLC
UNCHANGED4,4454,44500%$420.4K$397.0K-$23.4K2026-11-02
Investment Planning Advisors, Inc.
INCREASED4,4213,904+517+13%$369.2K$394.8K+$25.6K2026-10-14
Legacy Wealth Partners, LLC
INCREASED4,4053,789+616+16%$358.4K$393.5K+$35.1K2026-10-15
Hudock, Inc.
DECREASED4,395117,395-113,000-96%$11.1M$392.5K-$10.7M2026-10-14
CWC Advisors, Llc.
DECREASED4,3724,386-140%$414.8K$390.5K-$24.3K2026-10-15
Net Worth Advisory Group
DECREASED4,3084,460-152-3%$421.8K$384.7K-$37.1K2026-10-20
Tran Capital Management, L.P.
UNCHANGED4,2304,23000%$400.0K$377.8K-$22.3K2026-10-19
Financial Management Network Inc
INCREASED4,1874,176+11+0%$391.8K$372.8K-$19.0K2026-10-09
Indivisible Partners
INCREASED4,0822,596+1,486+57%$245.5K$364.6K+$119.0K2026-10-26
Stanley-Laman Group, Ltd.
INCREASED4,0094,000+9+0%$378.2K$358.1K-$20.2K2026-10-20
Regions Financial Corp
DECREASED3,96813,509-9,541-71%$1.3M$354.4K-$923.2K2026-11-05
KPP Advisory Services LLC
INCREASED3,9683,183+785+25%$301.0K$354.4K+$53.4K2026-10-26
McAdam, LLC
INCREASED3,9362,532+1,404+55%$239.5K$351.5K+$112.1K2026-10-21
Pacific Excel Wealth Advisors, Inc.
NEW3,924—+3,924——$350.5K—2026-10-27
IMG Wealth Management, Inc.
DECREASED3,9153,969-54-1%$375.3K$349.6K-$25.7K2026-10-27
Financial & Tax Architects, LLC
DECREASED3,9114,171-260-6%$394.5K$349.3K-$45.2K2026-10-15
OpenArc Corporate Advisory, LLC
DECREASED3,8587,922-4,064-51%$749.2K$344.6K-$404.6K2026-10-21
Centennial Advisors, LLC
NEW3,839—+3,839——$342.9K—2026-10-21
HB Wealth Management, LLC
NEW3,781—+3,781——$337.7K—2026-10-23
Silverlake Wealth Management LLC
DECREASED3,7716,066-2,295-38%$573.7K$336.8K-$236.9K2026-10-21
Verdence Capital Advisors LLC
DECREASED3,7363,820-84-2%$361.3K$333.7K-$27.6K2026-10-26
Nottingham Advisors, Inc.
UNCHANGED3,7233,72300%$348.2K$332.5K-$15.8K2026-10-29
Lunt Capital Management, Inc.
UNCHANGED3,7173,71700%$351.5K$332.0K-$19.6K2026-10-30
Brighton Jones LLC
INCREASED3,7003,618+82+2%$342.2K$330.4K-$11.8K2026-11-03
Stackstone Wealth, LLC
NEW3,695—+3,695——$330.0K—2026-10-19
Gaddis Premier Wealth Advisors LLC
INCREASED3,6713,670+1+0%$347.1K$327.9K-$19.2K2026-10-29
Kingswood Wealth Advisors, LLC
DECREASED3,6443,686-42-1%$348.6K$325.4K-$23.1K2026-10-23
Tull Financial Group, Inc.
INCREASED3,6423,605+37+1%$340.9K$325.3K-$15.6K2026-11-05
Elevated Financial Group LLC
NEW3,634—+3,634——$324.6K—2026-10-16
NBT Bank, N.A.
UNCHANGED3,6273,62700%$343.0K$323.9K-$19.1K2026-10-21
Acorn Wealth Advisors, LLC
DECREASED3,5745,099-1,525-30%$482.2K$319.2K-$163.1K2026-10-19
Parallel Advisors, LLC
DECREASED3,5663,752-186-5%$354.9K$318.5K-$36.3K2026-11-03
Avantra Family Wealth, Inc.
INCREASED3,5442,116+1,428+67%$200.1K$316.5K+$116.4K2026-10-20
Viewpoint Investment Partners Corp
UNCHANGED3,5223,52200%$333.1K$314.6K-$18.5K2026-10-26
RDA Financial Network
INCREASED3,5183,070+448+15%$290.3K$314.2K+$23.9K2026-10-15
Ignite Planners, LLC
INCREASED3,4883,477+11+0%$328.9K$311.5K-$17.3K2026-10-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED3,4554,113-658-16%$389.0K$308.6K-$80.4K2026-10-27
FC Advisory LLC
INCREASED3,4063,259+147+5%$308.2K$304.2K-$4.0K2026-10-05
Hohimer Wealth Management, LLC
NEW3,399—+3,399——$303.6K—2026-11-04
Hudson Capital Management LLC
INCREASED3,3983,199+199+6%$302.5K$303.5K+$9462026-10-20
Yoder Wealth Management, Inc.
UNCHANGED3,3943,39400%$319.9K$304.7K-$15.2K2026-10-13
Tactive Advisors, LLC
NEW3,386—+3,386——$302.4K—2026-10-08
Ridgecrest Wealth Partners, LLC
NEW3,350—+3,350——$299.2K—2026-10-19
Sound Income Strategies, LLC
DECREASED3,3173,332-150%$315.1K$296.7K-$18.4K2026-10-09
Oregon Pacific Wealth Management, LLC
NEW3,251—+3,251——$290.3K—2026-10-20
R. W. Roge & Company, Inc.
UNCHANGED3,2173,21700%$304.0K$287.0K-$17.0K2026-11-04
Stirlingshire Investments, Inc.
INCREASED3,2042,919+285+10%$276.1K$286.2K+$10.1K2026-11-05
Town Capital LLC
INCREASED3,1682,481+687+28%$234.6K$282.9K+$48.3K2026-11-03
Spirit of America Management Corp
DECREASED3,152296,006-292,854-99%$3.1K$281.9K+$278.7K2026-10-14
Strategy Asset Managers LLC
UNCHANGED3,1383,13800%$296.8K$280.3K-$16.5K2026-10-14
Founders Grove Wealth Partners, LLC
DECREASED3,0833,626-543-15%$342.9K$275.3K-$67.6K2026-10-16
WealthCare Investment Partners, LLC
DECREASED3,0823,603-521-14%$340.7K$275.2K-$65.5K2026-11-05
Traphagen Investment Advisors LLC
DECREASED3,0523,954-902-23%$373.9K$272.6K-$101.3K2026-10-14
Keeler Thomas Management LLC
INCREASED3,0432,466+577+23%$233.3K$271.8K+$38.5K2026-10-29
Shayne & Jacobs, LLC
UNCHANGED3,0403,04000%$287.5K$271.5K-$16.0K2026-10-21
Triumph Capital Management
DECREASED3,0375,625-2,588-46%$532.0K$271.2K-$260.7K2026-10-14
Accelerate Investment Advisors LLC
INCREASED3,0042,754+250+9%$260.4K$268.3K+$7.8K2026-11-02
Compass Ion Advisors, LLC
INCREASED2,9482,940+8+0%$278.1K$263.3K-$14.8K2026-10-23
Burke & Herbert Bank & Trust Co
DECREASED2,9272,987-60-2%$282.5K$261.4K-$21.1K2026-11-02
Nolet Wealth Management, LLC
NEW2,921—+2,921——$260.9K—2026-10-15
Tcfg Investment Advisors, LLC
DECREASED2,9182,944-26-1%$278.4K$260.6K-$17.8K2026-10-20
Northwest Financial Advisors
DECREASED2,9002,917-17-1%$275.9K$259.0K-$16.9K2026-10-27
Ridgewood Investments LLC
DECREASED2,8622,911-49-2%$275.3K$255.6K-$19.7K2026-10-05
Pinnacle Bancorp, Inc.
DECREASED2,7783,267-489-15%$309.0K$248.1K-$60.9K2026-10-21
Transce3nd, LLC
INCREASED2,7731,784+989+55%$167.0K$250.2K+$83.2K2026-10-26
M.E. Allison & Co., Inc.
INCREASED2,7642,757+7+0%$260.7K$246.9K-$13.9K2026-10-09
Rede Wealth, LLC
DECREASED2,7592,768-90%$261.8K$246.4K-$15.4K2026-10-22
Advisory Solutions Group, LLC
INCREASED2,7432,505+238+10%$236.9K$245.0K+$8.1K2026-10-14
Carrera Capital Advisors
INCREASED2,7132,693+20+1%$254.7K$242.3K-$12.4K2026-11-03
Aurora Private Wealth, Inc.
DECREASED2,6803,577-897-25%$338.0K$239-$337.8K2026-10-20
Patten Group, Inc.
DECREASED2,6783,218-540-17%$304.3K$239.2K-$65.2K2026-10-26
Glenview Trust Co
INCREASED2,6652,234+431+19%$211.3K$238.0K+$26.7K2026-10-28
Cypress Wealth Services, LLC
DECREASED2,6625,870-3,208-55%$555.1K$237.3K-$317.9K2026-10-21
Piscataqua Savings Bank
INCREASED2,6562,256+400+18%$213.3K$237.2K+$23.9K2026-10-21
Bluedoor Private Wealth, LLC
DECREASED2,6423,176-534-17%$300.4K$236.0K-$64.4K2026-11-05
Forbes J M & Co LLP
DECREASED2,6372,672-35-1%$252.7K$235.5K-$17.2K2026-10-16
Sun Group Wealth Partners
UNCHANGED2,6182,61800%$247.6K$233.8K-$13.8K2026-10-26
Vicus Capital
NEW2,608—+2,608——$232.9K—2026-11-05
TopTier Wealth Management, LLC
INCREASED2,5732,557+16+1%$241.9K$229.8K-$12.0K2026-10-16
Essex Bank
NEW2,521—+2,521——$225.1K—2026-10-16
Sanchez Gaunt Capital Management, LLC
NEW2,513—+2,513——$224.4K—2026-11-03
KFA Private Wealth Group, LLC
DECREASED2,5122,599-87-3%$245.9K$224.4K-$21.4K2026-10-07
LFG Wealth Partners, LLC
NEW2,509—+2,509——$224.1K—2026-10-28
Capital Square, LLC
NEW2,507—+2,507——$223.9K—2026-10-19
Breakwater Capital Group
DECREASED2,5077,570-5,063-67%$715.9K$223.9K-$492.0K2026-10-09
SigFig Wealth Management, LLC
NEW2,502—+2,502——$223.5K—2026-10-07
Journey Beyond Wealth, LLC
NEW2,487—+2,487——$222.1K—2026-11-04
First National Trust Co
NEW2,464—+2,464——$220.1K—2026-10-28
Portfolio Resources Advisor Group, Inc.
INCREASED2,4572,255+202+9%$213.3K$219.4K+$6.2K2026-10-20
Hobart Private Capital, LLC
DECREASED2,4263,906-1,480-38%$369.4K$216.7K-$152.7K2026-10-19
Welch & Forbes LLC
UNCHANGED2,4162,41600%$228.5K$215.8K-$12.7K2026-11-04
First Affirmative Financial Network
NEW2,408—+2,408——$215.1K—2026-10-21
Wetzel Investment Advisors, Inc.
INCREASED2,3712,253+118+5%$213.1K$211.8K-$1.3K2026-10-13
Intergy Private Wealth, LLC
DECREASED2,3704,887-2,517-51%$462.2K$211.7K-$250.5K2026-10-16
Asset One Wealth Management LLC
NEW2,355—+2,355——$210.3K—2026-11-02
Busey Bank
INCREASED2,3222,214+108+5%$209.4K$207.4K-$2.0K2026-10-26
Chapman Financial Group, LLC
UNCHANGED2,3202,32000%$219.4K$207.2K-$12.2K2026-10-26
Bigelow Investment Advisors, LLC
DECREASED2,3182,463-145-6%$232.9K$207.0K-$25.9K2026-10-13
BankPlus Wealth Management LLC
INCREASED2,2832,259+24+1%$213.6K$203.9K-$9.8K2026-10-13
4J Wealth Management LLC
DECREASED2,2742,912-638-22%$275.3K$203.0K-$72.3K2026-11-02
XXI Wealth, LLC
INCREASED2,2552,227+28+1%$210.6K$201.4K-$9.2K2026-10-22
Palisade Asset Management, LLC
UNCHANGED2,2502,25000%$212.8K$200.9K-$11.8K2026-11-03
Highline Wealth Partners LLC
INCREASED2,2271,242+985+79%$117.5K$198.9K+$81.4K2026-10-19
Ashton Thomas Securities, LLC
NEW2,149—+2,149——$186.9K—2026-10-26
Bayban
UNCHANGED2,1002,10000%$198.6K$198.6K$02026-11-05
Evolution Wealth Management Inc.
DECREASED1,9462,052-106-5%$194.1K$173.8K-$20.3K2026-10-28
Jacobi Capital Management LLC
NEW1,904—+1,904——$170.0K—2026-11-05
J.Safra Asset Management Corp
NEW1,774—+1,774——$158.4K—2026-11-03
Westside Investment Management, Inc.
DECREASED1,6302,224-594-27%$210.4K$145.6K-$64.8K2026-11-02
Wilmington Savings Fund Society, FSB
DECREASED1,4441,474-30-2%$139.4K$129.0K-$10.4K2026-10-23
Duncker Streett & Co Inc
UNCHANGED1,4371,43700%$135.9K$128.3K-$7.6K2026-10-27
Noble Wealth Management PBC
DECREASED1,4271,693-266-16%$160.1K$127.4K-$32.7K2026-10-01
Center for Financial Planning, Inc.
UNCHANGED1,3901,39000%$131.5K$124.1K-$7.3K2026-10-26
Owl Creek Wealth Partners LLC
UNCHANGED1,3741,37400%$129.9K$122.7K-$7.2K2026-10-20
Root Financial Partners, LLC
NEW1,367—+1,367——$122.1K—2026-10-21
Larson Financial Group LLC
DECREASED1,3571,622-265-16%$153.4K$121.2K-$32.2K2026-11-05
Golden State Wealth Management, LLC
UNCHANGED1,3541,35400%$128.1K$121.0K-$7.1K2026-11-02
Jcic Asset Management Inc.
DECREASED1,2502,145-895-42%$204.7K$111.6K-$93.1K2026-10-30
Mechanics Financial Corp
DECREASED1,2201,510-290-19%$142.8K$109.0K-$33.8K2026-11-05
Harbor Investment Advisory, LLC
UNCHANGED1,2111,21100%$114.5K$108.2K-$6.4K2026-10-13
Cherry Tree Wealth Management, LLC
UNCHANGED1,1961,19600%$113.1K$106.8K-$6.3K2026-10-15
Ascentis Wealth Management, LLC
DECREASED1,1449,238-8,094-88%$873.7K$102.2K-$771.5K2026-11-03
Finley Financial, LLC
UNCHANGED1,0501,05000%$99.3K$93.8K-$5.5K2026-10-28
Kingdom Financial Group Llc.
INCREASED965104+861+828%$9.8K$86.2K+$76.4K2026-11-04
Signature Equity Partners, LLC
INCREASED964217+747+344%$20.5K$86.1K+$65.6K2026-10-29
Nvwm, LLC
INCREASED958914+44+5%$86.4K$85.6K-$8782026-10-14
Bfsg, LLC
DECREASED9251,098-173-16%$103.8K$82.6K-$21.2K2026-10-30
Capital Investment Counsel, Inc
INCREASED895295+600+203%$27.9K$80.0K+$52.0K2026-10-20
Lloyd Advisory Services, Llc.
NEW859—+859——$76.8K—2026-11-02
Pinnacle Wealth Planning Services, Inc.
UNCHANGED82782700%$78.2K$73.9K-$4.4K2026-10-27
Cordgrass Capital Advisors, LLC
DECREASED8221,036-214-21%$98.0K$73.4K-$24.6K2026-10-30
Rossby Financial, LCC
INCREASED785380+405+107%$35.9K$70.1K+$34.2K2026-11-05
Pflug Koory, LLC
UNCHANGED76176100%$72.0K$68.0K-$4.0K2026-10-26
BankChampaign, National Association
UNCHANGED75875800%$71.7K$67.7K-$4.0K2026-10-19
Covestor Ltd
DECREASED5931,648-1,055-64%$156.0K$53-$155.9K2026-10-30
PFS Partners, LLC
UNCHANGED56756700%$53.6K$50.6K-$3.0K2026-10-21
GK Wealth Management LLC
NEW546—+546——$48.8K—2026-10-09
Powell Investment Advisors, LLC
UNCHANGED52452400%$49.6K$46.8K-$2.8K2026-10-22
Richards, Merrill & Peterson, Inc.
UNCHANGED49949900%$47.2K$44.6K-$2.6K2026-10-19
CX Institutional
INCREASED469343+126+37%$32$42+$102026-10-02
Barrett & Company, Inc.
UNCHANGED46046000%$43.5K$41.1K-$2.4K2026-10-22
Tompkins Financial Corp
NEW458—+458——$40.9K—2026-10-05
Bokf, NA
DECREASED4101,852-1,442-78%$175.1K$36.6K-$138.5K2026-10-27
Fairscale Capital, LLC
UNCHANGED40940900%$38.7K$37.5K-$1.1K2026-11-04
Y.D. More Investments Ltd
UNCHANGED40040000%$37.8K$35.7K-$2.1K2026-11-02
Farmers & Merchants Investments Inc
UNCHANGED40040000%$37.8K$35.7K-$2.1K2026-10-22
Compass Financial Management LLC
INCREASED367305+62+20%$28.8K$32.8K+$3.9K2026-10-30
West Branch Capital LLC
INCREASED343210+133+63%$19.9K$30.6K+$10.7K2026-10-20
Pension & Wealth Management Advisors, Inc.
UNCHANGED32532500%$30.7K$29.0K-$1.7K2026-10-16
Pioneer Family Office, LLC
INCREASED321270+51+19%$25.5K$28.7K+$3.1K2026-10-30
Indiana Trust & Investment Management Co
UNCHANGED31831800%$30.1K$28.4K-$1.7K2026-10-22
Asset Dedication, LLC
UNCHANGED29729700%$28.1K$26.5K-$1.6K2026-11-03
Cape Investment Advisory, Inc.
DECREASED296357-61-17%$33.8K$26.4K-$7.3K2026-10-13
Coastline Trust Co
UNCHANGED26526500%$25.1K$23.7K-$1.4K2026-10-01
Elevated Capital Advisors, LLC
UNCHANGED23523500%$22.2K$21.0K-$1.2K2026-11-04
Mosley Wealth Management
DECREASED225254-29-11%$24.0K$20.3K-$3.7K2026-10-16
Versant Capital Management, Inc
UNCHANGED22322300%$21.1K$19.9K-$1.2K2026-10-02
Strengthening Families & Communities, LLC
UNCHANGED21821800%$20.6K$19.5K-$1.1K2026-10-21
Tsfg, LLC
INCREASED197196+1+1%$19$18-$12026-10-23
Register Financial Advisors LLC
UNCHANGED19719700%$18.6K$17.6K-$1.0K2026-10-23
Central Trust Co
INCREASED19592+103+112%$8.7K$17.4K+$8.7K2026-11-05
Lodestone Wealth Management LLC
NEW186—+186——$16.6K—2026-10-14
Hurley Capital, LLC
INCREASED182164+18+11%$15.5K$16.3K+$7272026-11-05
Princeton Global Asset Management LLC
UNCHANGED17317300%$16.4K$15.4K-$9092026-10-21
Bangor Savings Bank
UNCHANGED17217200%$16.3K$15.4K-$9052026-10-06
Murphy & Mullick Capital Management Corp
UNCHANGED16916900%$16.0K$15.1K-$8892026-11-02
Hickory Point Bank & Trust
UNCHANGED16116100%$15.2K$14.4K-$8472026-10-01
Birch Financial Group, LLC
NEW152—+152——$13.6K—2026-10-27
Glass Jacobson Investment Advisors llc
NEW134—+134——$12.0K—2026-10-26
Avion Wealth
UNCHANGED13113100%$12$11-$12026-11-04
First Command Advisory Services, Inc.
NEW128—+128——$11.4K—2026-11-05
SJS Investment Consulting Inc.
UNCHANGED12812800%$12.1K$11.4K-$6732026-10-26
Plante Moran Financial Advisors, LLC
DECREASED124254-130-51%$24.0K$11.1K-$12.9K2026-11-04
Richardson Capital Management LLC
NEW122—+122——$10.9K—2026-10-23
Gamma Investing LLC
DECREASED117419-302-72%$39.6K$10.4K-$29.2K2026-10-08
Physician Wealth Advisors, Inc.
INCREASED115114+1+1%$10.8K$10.3K-$4932026-10-20
Signaturefd, LLC
DECREASED108111-3-3%$10.5K$9.6K-$8522026-10-23
Silver Grove Financial Group, Inc.
INCREASED104100+4+4%$9.5K$9.3K-$1692026-11-05
Pacifica Partners Inc.
DECREASED1006,022-5,922-98%$566.8K$8.9K-$557.9K2026-10-09
Townsend Asset Management Corp
UNCHANGED919100%$8.6K$8.1K-$4782026-10-29
Richardson Financial Services Inc.
INCREASED8985+4+5%$8.0K$7.9K-$892026-10-30
Chilton Capital Management LLC
UNCHANGED868600%$8.1K$7.7K-$4532026-10-28
EPG Wealth Management LLC
UNCHANGED858500%$8.0K$7.6K-$4472026-11-03
Parkside Financial Bank & Trust
DECREASED79714-635-89%$67.5K$7.1K-$60.5K2026-10-27
Olistico Wealth, LLC
NEW77—+77——$6.9K—2026-10-05
Networth Advisors, LLC
INCREASED7665+11+17%$6.1K$6.8K+$6112026-11-03
Costello Asset Management, Inc
UNCHANGED767600%$7.2K$6.8K-$3992026-10-30
Brown, Lisle Ings, Inc.
UNCHANGED727200%$6.8K$6.4K-$3792026-10-16
Trust Co
DECREASED71181-110-61%$17.1K$6.3K-$10.8K2026-10-09
Next Level Wealth Planning, LLC
NEW66—+66——$5.9K—2026-10-29
Sima Wealth Partners, LLC
UNCHANGED666600%$6.2K$5.9K-$3472026-10-19
Balentine LLC
UNCHANGED656500%$6.1K$5.8K-$3422026-11-03
Axiom Investment Management LLC
UNCHANGED656500%$6.1K$5.8K-$3422026-11-03
DecisionPoint Financial, LLC
NEW63—+63——$5.6K—2026-10-27
Edgemoor Investment Advisors, Inc.
NEW61—+61——$5.4K—2026-11-03
First Bancorp, Inc
UNCHANGED616100%$5.8K$5.4K-$3212026-10-26
Birchwood Financial Partners, Inc.
NEW57—+57——$5.1K—2026-11-02
Rosenberg Matthew Hamilton
UNCHANGED565600%$5.3K$5.0K-$2952026-10-05
Hilton Head Capital Partners, LLC
UNCHANGED555500%$5.2K$4.9K-$2892026-10-23
Reicon Wealth Advisors, LLC
UNCHANGED434300%$4.1K$3.8K-$2272026-11-04
Godsey & Gibb, Inc
NEW42—+42——$3.8K—2026-10-14
Investors Research Corp
UNCHANGED414100%$3.9K$3.7K-$2152026-10-07
Towne Trust Company, N.a
UNCHANGED414100%$3.9K$3.7K-$2152026-10-28
JFS Wealth Advisors, LLC
DECREASED3771-34-48%$6.7K$3.3K-$3.4K2026-11-03
Cassaday & Co Wealth Management LLC
NEW21—+21——$1.9K—2026-10-27
Eukles Asset Management
UNCHANGED202000%$1.9K$1.8K-$1052026-11-04
Team Financial Group, LLC
NEW16—+16——$1.4K—2026-10-30
Signature Resources Capital Management, LLC
UNCHANGED151500%$1.4K$1.3K-$792026-10-16
Latitude Advisors, LLC
NEW14—+14——$1.2K—2026-10-27
Nvest Wealth Strategies, Inc.
NEW13—+13——$1.2K—2026-10-14
Rakuten Securities, Inc.
INCREASED131+12+1200%$95$1.2K+$1.1K2026-11-02
Nfsg Corp
DECREASED12653-641-98%$61.8K$1.1K-$60.7K2026-10-15
First Pacific Financial
UNCHANGED101000%$965$921-$442026-10-14
Main Street Group, LTD
DECREASED6128-122-95%$12.1K$535-$11.6K2026-10-28
Birchbrook, Inc.
DECREASED542-37-88%$4.0K$447-$3.5K2026-10-14
Quest 10 Wealth Builders, Inc.
UNCHANGED5500%$490$463-$272026-11-02
Dhjj Financial Advisors, Ltd.
DECREASED315-12-80%$1.4K$268-$1.2K2026-10-23
POM Investment Strategies, LLC
NEW2—+2——$179—2026-10-20
Horizon Financial Services, LLC
NEW0—0——$0—2026-11-04
Peavine Capital, LLC
CLOSED01,982,121-1,982,121-100%$187.4M$0-$187.4M2026-10-13
Garde Capital, Inc.
CLOSED0640,024-640,024-100%$60.5M$0-$60.5M2026-10-29
Heritage OAK Wealth Advisors LLC
CLOSED0232,776-232,776-100%$22.0M$0-$22.0M2026-10-14
Procyon Advisors, LLC
CLOSED0133,606-133,606-100%$12.6M$0-$12.6M2026-10-21
Kaydan Wealth Management, Inc.
CLOSED0119,262-119,262-100%$11.3M$0-$11.3M2026-10-08
Accurate Wealth Management, LLC
CLOSED046,805-46,805-100%$4.4M$0-$4.4M2026-10-20
Daymark Wealth Partners, LLC
CLOSED030,487-30,487-100%$2.9M$0-$2.9M2026-11-04
Legacy Advisors, LLC
CLOSED023,561-23,561-100%$2.2M$0-$2.2M2026-10-19
Savior LLC
CLOSED022,642-22,642-100%$2.1M$0-$2.1M2026-10-13
Raleigh Capital Management Inc.
CLOSED020,440-20,440-100%$1.9M$0-$1.9M2026-10-28
Prentice Wealth Management LLC
CLOSED019,286-19,286-100%$1.8M$0-$1.8M2026-10-20
Maltin Wealth Management, Inc.
CLOSED016,605-16,605-100%$1.6M$0-$1.6M2026-10-13
Henderson Brothers Financial Partners, LLC
CLOSED015,283-15,283-100%$1.4M$0-$1.4M2026-11-03
Cabana LLC
CLOSED014,868-14,868-100%$1.4M$0-$1.4M2026-11-04
First Community Trust NA
CLOSED013,376-13,376-100%$1.3M$0-$1.3M2026-10-07
Hamlin Capital Management, LLC
CLOSED010,756-10,756-100%$1.0M$0-$1.0M2026-10-08
FDx Advisors, Inc.
CLOSED08,655-8,655-100%$818.0K$0-$818.0K2026-11-05
Hoxton Planning & Management, LLC
CLOSED08,180-8,180-100%$773.6K$0-$773.6K2026-10-15
Pinnacle Wealth Management Group, Inc.
CLOSED06,746-6,746-100%$638.0K$0-$638.0K2026-10-15
Stableford Capital II LLC
CLOSED05,385-5,385-100%$509.3K$0-$509.3K2026-10-09
Asset Management One Co., Ltd.
CLOSED05,096-5,096-100%$481.9K$0-$481.9K2026-10-27
Patriot Financial Group Insurance Agency, LLC
CLOSED04,972-4,972-100%$470.2K$0-$470.2K2026-10-14
Capital Asset Advisory Services LLC
CLOSED04,304-4,304-100%$407.0K$0-$407.0K2026-10-30
Ejmk Ventures LLC
CLOSED04,043-4,043-100%$382.3K$0-$382.3K2026-10-21
Entrewealth, LLC
CLOSED03,892-3,892-100%$361.8K$0-$361.8K2026-10-14
Mesirow Financial Investment Management, Inc.
CLOSED03,860-3,860-100%$365.1K$0-$365.1K2026-11-05
AlphaCentric Advisors LLC
CLOSED03,755-3,755-100%$355.1K$0-$355.1K2026-11-03
Braeburn Wealth Management LLC
CLOSED03,726-3,726-100%$352.4K$0-$352.4K2026-10-15
Clear Creek Financial Management, LLC
CLOSED03,528-3,528-100%$333.6K$0-$333.6K2026-10-28
Integrity Alliance, Llc.
CLOSED03,378-3,378-100%$319.5K$0-$319.5K2026-10-29
Integrity Advisory Solutions, LLC
CLOSED03,131-3,131-100%$296.1K$0-$296.1K2026-10-29
Heritage Investors Management Corp
CLOSED03,085-3,085-100%$292.0K$0-$292.0K2026-10-29
VVR Holdings LLC
CLOSED02,814-2,814-100%$266.1K$0-$266.1K2026-10-19
Milestone Asset Management, LLC
CLOSED02,756-2,756-100%$260.7K$0-$260.7K2026-10-15
One Wealth Capital Management, LLC
CLOSED02,730-2,730-100%$258.2K$0-$258.2K2026-10-23
LongView Wealth Management
CLOSED02,728-2,728-100%$258.0K$0-$258.0K2026-10-19
Lazari Capital Management, Inc.
CLOSED02,664-2,664-100%$251.9K$0-$251.9K2026-10-20
Moneco Advisors, LLC
CLOSED02,610-2,610-100%$246.8K$0-$246.8K2026-11-05
Crestwood Advisors Group, LLC
CLOSED02,506-2,506-100%$237.0K$0-$237.0K2026-10-27
Gilman Hill Asset Management, LLC
CLOSED02,500-2,500-100%$236.4K$0-$236.4K2026-10-13
Gradient Investments LLC
CLOSED02,499-2,499-100%$236.3K$0-$236.3K2026-10-08
Plimoth Trust Co LLC
CLOSED02,490-2,490-100%$235.5K$0-$235.5K2026-10-26
Embree Financial Group
CLOSED02,484-2,484-100%$234.9K$0-$234.9K2026-10-22
Boyce & Associates Wealth Consulting, Inc.
CLOSED02,474-2,474-100%$234.0K$0-$234.0K2026-10-14
Sound Financial Strategies Group, LLC
CLOSED02,460-2,460-100%$232.6K$0-$232.6K2026-10-30
Centurion Wealth Management LLC
CLOSED02,453-2,453-100%$232.0K$0-$232.0K2026-10-13
Firethorn Wealth Partners, LLC
CLOSED02,337-2,337-100%$221.0K$0-$221.0K2026-10-14
Signature Estate & Investment Advisors LLC
CLOSED02,331-2,331-100%$220.5K$0-$220.5K2026-10-13
Mirabaud & Cie SA
CLOSED02,325-2,325-100%$219.9K$0-$219.9K2026-10-27
Dynamic Advisor Solutions LLC
CLOSED02,313-2,313-100%$218.8K$0-$218.8K2026-10-13
Diligent Investors, LLC
CLOSED02,294-2,294-100%$216.9K$0-$216.9K2026-10-21
Rainey & Randall Wealth Advisors Inc.
CLOSED02,286-2,286-100%$216.2K$0-$216.2K2026-10-26
Visionary Horizons, LLC
CLOSED02,267-2,267-100%$214.4K$0-$214.4K2026-10-22
Kraft, Davis & Associates, LLC
CLOSED02,256-2,256-100%$210.9K$0-$210.9K2026-10-21
Vanguard Capital Wealth Advisors
CLOSED02,253-2,253-100%$213.1K$0-$213.1K2026-10-16
Asempa Wealth Advisors
CLOSED02,221-2,221-100%$210.0K$0-$210.0K2026-10-07
Huntleigh Advisors, Inc.
CLOSED02,132-2,132-100%$201.6K$0-$201.6K2026-11-03
Meadowbrook Wealth Management, LLC
CLOSED02,125-2,125-100%$200.0K$0-$200.0K2026-10-08
Summit Financial Wealth Advisors, LLC
CLOSED02,116-2,116-100%$200.1K$0-$200.1K2026-10-15
MCF Advisors LLC
CLOSED01,704-1,704-100%$161.1K$0-$161.1K2026-10-28
Activest Wealth Management
CLOSED0990-990-100%$93.6K$0-$93.6K2026-10-15
Barnes Dennig Private Wealth Management LLC
CLOSED0742-742-100%$70.2K$0-$70.2K2026-10-30
Hartford Financial Management Inc.
CLOSED0521-521-100%$49.3K$0-$49.3K2026-10-21
Albion Financial Group
CLOSED0399-399-100%$37.7K$0-$37.7K2026-10-21
Cornerstone Planning Group LLC
CLOSED0337-337-100%$31.3K$0-$31.3K2026-10-16
Aspect Partners, LLC
CLOSED0291-291-100%$27.5K$0-$27.5K2026-10-20
Virginia Estate & Retirement Planning Advisors Inc.
CLOSED0285-285-100%$28.6K$0-$28.6K2026-10-14
AdvisorNet Financial, Inc
CLOSED0265-265-100%$25.0K$0-$25.0K2026-10-15
Robinswood Financial LLC
CLOSED0255-255-100%$24.1K$0-$24.1K2026-10-20
Angeles Wealth Management, LLC
CLOSED0246-246-100%$23.3K$0-$23.3K2026-10-26
Rational Advisors, Inc.
CLOSED0231-231-100%$21.8K$0-$21.8K2026-11-02
Montag A & Associates Inc
CLOSED0160-160-100%$15.1K$0-$15.1K2026-10-29
Trust Co of Toledo NA
CLOSED0117-117-100%$11.1K$0-$11.1K2026-10-16
Country Trust Bank
CLOSED0105-105-100%$9.9K$0-$9.9K2026-10-30
Tucker Asset Management LLC
CLOSED087-87-100%$8.2K$0-$8.2K2026-10-29
LifeSteps Financial, Inc.
CLOSED051-51-100%$4.8K$0-$4.8K2026-10-15
Gleason Group, Inc.
CLOSED051-51-100%$4.8K$0-$4.8K2026-10-15
SYM Financial Corp
CLOSED027-27-100%$2.6K$0-$2.6K2026-10-26
Fisher Asset Management, LLC
N/A—160,964,153-160,964,153-100%$15.2B———
JPMorgan Chase & Co
N/A—34,258,086-34,258,086-100%$3.3B———
FMR LLC
N/A—24,180,402-24,180,402-100%$2.3B———
Bank of America Corp
N/A—21,307,333-21,307,333-100%$2.0B———
Ameriprise Financial Inc
N/A—18,527,894-18,527,894-100%$1.8B———
Envestnet Asset Management Inc
N/A—15,382,662-15,382,662-100%$1.5B———
Morgan Stanley
N/A—14,392,916-14,392,916-100%$1.4B———
PNC Financial Services Group, Inc.
N/A—8,734,310-8,734,310-100%$826.0M———
Raymond James Financial Inc
N/A—7,544,180-7,544,180-100%$713.5M———
LPL Financial LLC
N/A—6,108,454-6,108,454-100%$577.7M———
Captrust Financial Advisors
N/A—5,768,269-5,768,269-100%$545.5M———
UBS Group AG
N/A—5,420,410-5,420,410-100%$512.6M———
Northwestern Mutual Wealth Management Co
N/A—5,068,013-5,068,013-100%$479.3M———
Bank of Montreal
N/A—4,300,120-4,300,120-100%$406.7M———
BlackRock, Inc.
N/A—3,917,957-3,917,957-100%$370.5M———
Wells Fargo & Company
N/A—3,204,490-3,204,490-100%$303.0M———
Baird Financial Group, Inc.
N/A—2,666,597-2,666,597-100%$252.2M———
Mutual Advisors, LLC
N/A—2,512,956-2,512,956-100%$237.7M———
Alliancebernstein L.P.
N/A—2,065,753-2,065,753-100%$197.2M———
Harvest Portfolios Group Inc.
N/A—1,841,499-1,841,499-100%$174.2M———
Cerity Partners Ocio LLC
N/A—1,817,337-1,817,337-100%$171.9M———
Stifel Financial Corp
N/A—1,816,898-1,816,898-100%$171.8M———
Jupiter Topco LLC
N/A—1,787,909-1,787,909-100%$169.1M———
Goldman Sachs Group Inc
N/A—1,602,239-1,602,239-100%$151.5M———
Cetera Investment Advisers
N/A—1,436,190-1,436,190-100%$135.8M———
Janney Montgomery Scott LLC
N/A—1,371,260-1,371,260-100%$129.7M———
Royal Bank of Canada
N/A—1,325,751-1,325,751-100%$125.4M———
Focus Partners Wealth
N/A—1,294,903-1,294,903-100%$122.5M———
Members Trust Co
N/A—1,259,227-1,259,227-100%$119.1M———
Liberty Mutual Group Asset Management Inc.
N/A—1,182,507-1,182,507-100%$111.8M———
RiverFront Investment Group, LLC
N/A—1,161,082-1,161,082-100%$109.8M———
Ally Invest Advisors Inc.
N/A—1,124,596-1,124,596-100%$106.4M———
Cerity Partners LLC
N/A—1,061,624-1,061,624-100%$100.4M———
Coldstream Capital Management Inc
N/A—1,037,188-1,037,188-100%$98.1M———
McElhenny Sheffield Capital Management, LLC
N/A—1,017,476-1,017,476-100%$96.2M———
Sumitomo Mitsui Financial Group, Inc.
N/A—877,332-877,332-100%$83.0M———
MML Investors Services, LLC
N/A—771,426-771,426-100%$73.0M———
Moore Capital Management, LP
N/A—770,000-770,000-100%$72.8M———
HighTower Advisors, LLC
N/A—743,484-743,484-100%$70.3M———
SG Americas Securities, LLC
N/A—695,911-695,911-100%$65.8M———
Rockefeller Capital Management L.P.
N/A—687,507-687,507-100%$65.0M———
NorthRock Partners, LLC
N/A—662,231-662,231-100%$62.6M———
Betterment LLC
N/A—597,634-597,634-100%$56.5M———
Envestnet Portfolio Solutions, Inc.
N/A—595,640-595,640-100%$56.3M———
Arkos Global Advisors
N/A—588,479-588,479-100%$55.7M———
Prudent Investors Network, Inc.
N/A—585,975-585,975-100%$55.4M———
Susquehanna International Group, LLP
N/A—560,805-560,805-100%$53.0M———
Bogart Wealth, LLC
N/A—558,248-558,248-100%$52.8M———
Partners Capital Investment Group, LLP
N/A—513,242-513,242-100%$48.5M———
Sompo Asset Management Co., Ltd.
N/A—473,019-473,019-100%$44.7M———
O'shaughnessy Asset Management, LLC
N/A—461,576-461,576-100%$43.7M———
MAI Capital Management
N/A—455,680-455,680-100%$43.1M———
Victory Capital Management Inc
N/A—435,844-435,844-100%$41.2M———
First Trust Advisors LP
N/A—433,409-433,409-100%$41.0M———
Osaic Holdings, Inc.
N/A—386,100-386,100-100%$36.5M———
NewEdge Advisors, LLC
N/A—382,730-382,730-100%$36.2M———
Portland Global Advisors LLC
N/A—370,555-370,555-100%$35.0M———
Haverford Trust Co
N/A—359,936-359,936-100%$34.0M———
TPG Financial Advisors, LLC
N/A—359,592-359,592-100%$34.0M———
Magnolia Private Wealth, LLC
N/A—354,106-354,106-100%$2.6M———
Jane Street Group, LLC
N/A—333,592-333,592-100%$31.5M———
Karpus Management, Inc.
N/A—331,612-331,612-100%$31.4M———
Joule Financial, LLC
N/A—326,912-326,912-100%$30.9M———
Kingsview Wealth Management, LLC
N/A—323,298-323,298-100%$30.6M———
Modern Wealth Management, LLC
N/A—322,359-322,359-100%$30.5M———
Brown Advisory Inc
N/A—311,661-311,661-100%$29.5M———
OneDigital Investment Advisors LLC
N/A—299,624-299,624-100%$28.3M———
Manufacturers Life Insurance Company, the
N/A—298,082-298,082-100%$28.2M———
Keel Point, LLC
N/A—282,810-282,810-100%$26.7M———
Rafferty Asset Management, LLC
N/A—268,542-268,542-100%$25.4M———
Tulsa Wealth Advisors, Inc
N/A—265,290-265,290-100%$25.1M———
Hantz Financial Services, Inc.
N/A—257,478-257,478-100%$24.4M———
Barclays PLC
N/A—244,498-244,498-100%$23.1M———
Sanctuary Advisors, LLC
N/A—235,282-235,282-100%$22.3M———
Banco Santander, S.A.
N/A—234,654-234,654-100%$22.2M———
Mariner, LLC
N/A—234,295-234,295-100%$22.2M———
Equitable Holdings, Inc.
N/A—230,004-230,004-100%$21.8M———
Beacon Pointe Advisors, LLC
N/A—225,650-225,650-100%$21.3M———
1607 Capital Partners, LLC
N/A—224,632-224,632-100%$21.2M———
Benningfield Financial Advisors, LLC
N/A—213,887-213,887-100%$20.2M———
NorthCoast Asset Management LLC
N/A—209,690-209,690-100%$19.8M———
Bulltick Wealth Management, LLC
N/A—208,026-208,026-100%$19.7M———
Act Two Investors LLC
N/A—206,772-206,772-100%$19.6M———
Cambridge Associates LLC
N/A—202,783-202,783-100%$19.2M———
Flputnam Investment Management Co
N/A—200,828-200,828-100%$19.0M———
Arax Advisory Partners
N/A—194,779-194,779-100%$18.4M———
BNP Paribas Financial Markets
N/A—181,830-181,830-100%$17.2M———
Trustmark Bank Trust Department
N/A—180,387-180,387-100%$17.1M———
Waterloo Capital, L.P.
N/A—179,061-179,061-100%$16.9M———
Jones Financial Companies Lllp
N/A—171,533-171,533-100%$16.3M———
Werba Rubin Papier Wealth Management
N/A—170,993-170,993-100%$16.2M———
Mitsubishi UFJ Trust & Banking Corp
N/A—168,547-168,547-100%$15.9M———
Dynasty Wealth Management, LLC
N/A—168,401-168,401-100%$15.9M———
Optiver Holding B.V.
N/A—163,874-163,874-100%$15.5M———
Madison Asset Management, LLC
N/A—162,986-162,986-100%$15.4M———
Waverly Advisors, LLC
N/A—158,015-158,015-100%$14.9M———
Steward Partners Investment Advisory, LLC
N/A—145,358-145,358-100%$13.7M———
Cadence Wealth Management LLC
N/A—144,074-144,074-100%$13.6M———
Great Valley Advisor Group, Inc.
N/A—141,862-141,862-100%$13.4M———
Meridian Management Co
N/A—138,437-138,437-100%$13.1M———
Sollinda Capital Management LLC
N/A—137,700-137,700-100%$13.0M———
IFG Advisory, LLC
N/A—133,965-133,965-100%$12.7M———
Integrated Wealth Concepts LLC
N/A—132,696-132,696-100%$12.5M———
First Foundation Advisors
N/A—132,012-132,012-100%$12.5M———
Schonfeld Strategic Advisors LLC
N/A—131,067-131,067-100%$12.4M———
U S Wealth Group, Llc.
N/A—131,067-131,067-100%$12.4M———
First National Bank of Omaha
N/A—124,222-124,222-100%$11.8M———
Peak Asset Management, LLC
N/A—120,576-120,576-100%$11.4M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—119,486-119,486-100%$11.3M———
DV Trading LLC
N/A—119,400-119,400-100%$11.3M———
Rothschild Wealth LLC
N/A—118,636-118,636-100%$11.2M———
Transamerica Financial Advisors, LLC
N/A—118,578-118,578-100%$11.2M———
Landing Point Financial Group, LLC
N/A—116,745-116,745-100%$11.0M———
Little House Capital LLC
N/A—115,743-115,743-100%$10.9M———
Pallas Capital Advisors LLC
N/A—113,260-113,260-100%$10.7M———
Vestmark Advisory Solutions, Inc.
N/A—112,146-112,146-100%$10.6M———
Private Advisor Group, LLC
N/A—110,194-110,194-100%$10.4M———
Global Retirement Partners, LLC
N/A—108,136-108,136-100%$10.2M———
Capitolis Liquid Global Markets LLC
N/A—108,000-108,000-100%$10.2M———
Larch Capital Partners LLC
N/A—105,541-105,541-100%$10.0M———
Advisory Services Network, LLC
N/A—103,887-103,887-100%$9.8M———
Scotia Capital Inc.
N/A—103,715-103,715-100%$9.8M———
United Capital Financial Advisors, LLC
N/A—101,234-101,234-100%$9.6M———
Graybill Wealth Management, Ltd.
N/A—98,598-98,598-100%$9.3M———
Arkadios Wealth Advisors
N/A—93,646-93,646-100%$8.9M———
Millennium Management LLC
N/A—93,056-93,056-100%$8.8M———
MTC Wealth Management LLC
N/A—92,448-92,448-100%$8.7M———
Common Fund for Nonprofit Organizations
N/A—91,631-91,631-100%$8.7M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—90,194-90,194-100%$8.5M———
Summit Financial, LLC
N/A—89,610-89,610-100%$8.5M———
Ascent Advisors, LLC
N/A—88,282-88,282-100%$8.3M———
CIBC World Market Inc.
N/A—86,798-86,798-100%$8.2M———
Vident Advisory, LLC
N/A—86,725-86,725-100%$8.2M———
AE Wealth Management LLC
N/A—83,781-83,781-100%$7.9M———
RPg Family Wealth Advisory, LLC
N/A—82,686-82,686-100%$7.8M———
Thayer Partners, LLC / MA
N/A—82,669-82,669-100%$7.8M———
Pinnacle Financial Partners, Inc.
N/A—79,974-79,974-100%$7.6M———
Risk Paradigm Group, LLC
N/A—79,693-79,693-100%$7.5M———
Edgestream Partners, L.P.
N/A—79,216-79,216-100%$7.5M———
Summit Wealth Partners, LLC
N/A—78,799-78,799-100%$7.5M———
Moneta Group Investment Advisors LLC
N/A—78,503-78,503-100%$7.4M———
Dimension Capital Management LLC
N/A—76,374-76,374-100%$7.2M———
Schroder Investment Management Group
N/A—73,299-73,299-100%$7.0M———
Foundations Investment Advisors, LLC
N/A—72,632-72,632-100%$6.9M———
Muirfield Wealth Advisors LLC
N/A—68,793-68,793-100%$6.5M———
Bessemer Group Inc
N/A—68,269-68,269-100%$6.5M———
Compass Financial Group, Inc.
N/A—67,777-67,777-100%$6.4M———
Argo Wealth Advisory, LLC
N/A—66,370-66,370-100%$6.3M———
Aspire Capital Advisors LLC
N/A—65,724-65,724-100%$6.2M———
Leavell Investment Management, Inc.
N/A—64,672-64,672-100%$6.1M———
Money Concepts Capital Corp
N/A—64,401-64,401-100%$6.1M———
Consilio Wealth Advisors, LLC
N/A—62,946-62,946-100%$6.0M———
Dorsey & Whitney Trust Co LLC
N/A—61,590-61,590-100%$5.8M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—59,400-59,400-100%$5.6M———
HighPoint Advisor Group LLC
N/A—57,723-57,723-100%$5.5M———
Crabel Capital Management, LLC
N/A—57,629-57,629-100%$5.4M———
TRU Independence Asset Management 2, LLC
N/A—57,412-57,412-100%$5.4M———
1832 Asset Management L.P.
N/A—57,340-57,340-100%$5.4M———
SIG Brokerage, LP
N/A—56,755-56,755-100%$5.4M———
Sun Financial Inc
N/A—56,033-56,033-100%$5.2M———
Good Steward Wealth Advisors,LLC
N/A—55,545-55,545-100%$5.3M———
Principal Securities, Inc.
N/A—54,201-54,201-100%$5.1M———
Meeder Asset Management Inc
N/A—54,062-54,062-100%$5.1M———
SSI Investment Management LLC
N/A—53,724-53,724-100%$5.1M———
Stephens Inc
N/A—53,692-53,692-100%$5.1M———
GTS Securities LLC
N/A—53,643-53,643-100%$5.1M———
Warner Financial, Inc
N/A—53,572-53,572-100%$5.1M———
SSA Swiss Advisors AG
N/A—53,434-53,434-100%$5.1M———
Commerce Bank
N/A—52,625-52,625-100%$5.0M———
AssuredPartners Investment Advisors, LLC
N/A—52,147-52,147-100%$4.9M———
Intrepid Family Office LLC
N/A—50,000-50,000-100%$4.7M———
WHI Trust Co LLC
N/A—49,536-49,536-100%$4.7M———
&partners
N/A—48,642-48,642-100%$4.6M———
Northern Trust Corp
N/A—47,915-47,915-100%$4.5M———
Veridan Wealth LLC
N/A—47,157-47,157-100%$4.5M———
Mercer Global Advisors Inc
N/A—46,942-46,942-100%$4.4M———
BFC Planning, Inc.
N/A—46,126-46,126-100%$4.4M———
IHT Wealth Management, LLC
N/A—45,533-45,533-100%$4.3M———
Coastal Bridge Advisors, LLC
N/A—44,853-44,853-100%$4.2M———
Canal Capital Management, LLC
N/A—44,730-44,730-100%$4.2M———
Cambient Family Office, LLC
N/A—44,702-44,702-100%$4.2M———
Granite Bay Wealth Management, LLC
N/A—44,015-44,015-100%$4.2M———
FCA Corp
N/A—43,676-43,676-100%$4.1M———
Renaissance Technologies LLC
N/A—43,108-43,108-100%$4.1M———
Boreal Capital Management LLC
N/A—42,993-42,993-100%$4.1M———
Tidal Investments LLC
N/A—42,660-42,660-100%$4.0M———
Circle Wealth Management, LLC
N/A—42,358-42,358-100%$4.0M———
EP Wealth Advisors, LLC
N/A—42,249-42,249-100%$4.0M———
Lazard Asset Management LLC
N/A—41,271-41,271-100%$3.9M———
FreeGulliver LLC
N/A—41,000-41,000-100%$3.9M———
Merit Financial Group, LLC
N/A—40,738-40,738-100%$3.9M———
Western Wealth Management, LLC
N/A—39,806-39,806-100%$3.8M———
Wall Street Financial Group, Inc.
N/A—38,236-38,236-100%$3.6M———
Dakota Wealth Management
N/A—37,946-37,946-100%$3.6M———
Arete Wealth Advisors, LLC
N/A—37,594-37,594-100%$3.6M———
National Bank of Canada
N/A—36,964-36,964-100%$3.5M———
Migdal Insurance & Financial Holdings Ltd.
N/A—36,406-36,406-100%$3.4M———
World Investment Advisors
N/A—36,205-36,205-100%$3.4M———
Coppell Advisory Solutions LLC
N/A—35,652-35,652-100%$1.5K———
Two Sigma Securities, LLC
N/A—35,628-35,628-100%$3.4M———
Belpointe Asset Management LLC
N/A—35,500-35,500-100%$3.4M———
Dorsey Wright & Associates
N/A—35,074-35,074-100%$3.3M———
Quinn Opportunity Partners LLC
N/A—35,000-35,000-100%$3.3M———
WorthPointe, LLC
N/A—34,974-34,974-100%$3.3M———
Geneos Wealth Management Inc.
N/A—34,891-34,891-100%$3.3M———
UBS Asset Management Americas LLC
N/A—34,691-34,691-100%$3.3M———
Advisors Preferred, LLC
N/A—34,537-34,537-100%$3.3M———
Core Capital Management & Research, inc.
N/A—34,222-34,222-100%$3.2M———
Lighthouse Investment Partners, LLC
N/A—31,860-31,860-100%$3.0M———
Capital Analysts, LLC
N/A—31,804-31,804-100%$3.0M———
CreativeOne Wealth, LLC
N/A—31,778-31,778-100%$3.0M———
Empowered Funds, LLC
N/A—31,387-31,387-100%$3.0M———
Top Private Wealth Llc.
N/A—30,812-30,812-100%$2.9M———
GenTrust, LLC
N/A—29,880-29,880-100%$2.8M———
Lifeworks Advisors, LLC
N/A—29,786-29,786-100%$2.8M———
BTG Pactual Asset Management US LLC
N/A—29,495-29,495-100%$2.8M———
Wealthspire Retirement, LLC
N/A—29,266-29,266-100%$2.7M———
VestGen Investment Management
N/A—29,260-29,260-100%$2.8M———
Snowden Capital Advisors LLC
N/A—28,746-28,746-100%$2.7M———
SageGuard Financial Group, LLC
N/A—27,738-27,738-100%$2.6M———
Toronto Dominion Bank
N/A—25,767-25,767-100%$2.4M———
Man Group plc
N/A—25,220-25,220-100%$2.4M———
Twin Focus Capital Partners, LLC
N/A—24,839-24,839-100%$2.3M———
GeoWealth Management, LLC
N/A—24,500-24,500-100%$2.3M———
Mount Lucas Management LP
N/A—24,494-24,494-100%$2.3M———
Prestige Wealth Management Group LLC
N/A—23,644-23,644-100%$2.2M———
Aptus Capital Advisors, LLC
N/A—23,166-23,166-100%$2.2M———
Orion Porfolio Solutions, LLC
N/A—22,907-22,907-100%$2.2M———
Asset Management Group, Inc.
N/A—22,821-22,821-100%$2.2M———
First American Trust, FSB
N/A—21,855-21,855-100%$2.1M———
5T Wealth, LLC
N/A—21,536-21,536-100%$2.0M———
Cary Street Partners Investment Advisory LLC
N/A—21,300-21,300-100%$2.0M———
Advyzon Investment Management, LLC
N/A—21,179-21,179-100%$2.0M———
PW Advisors, LLC \ FL
N/A—20,380-20,380-100%$1.9M———
Titiun Yejiel
N/A—20,034-20,034-100%$1.9M———
Biondo Investment Advisors, LLC
N/A—19,965-19,965-100%$1.9M———
Natixis Advisors, LLC
N/A—19,799-19,799-100%$1.9M———
Legacy Wealth Managment, LLC
N/A—19,407-19,407-100%$1.8M———
FLP Wealth Management, LLC
N/A—18,828-18,828-100%$1.8M———
Cresset Asset Management, LLC
N/A—18,142-18,142-100%$1.7M———
Delphi Financial Group, Inc.
N/A—17,400-17,400-100%$1.6M———
Picton Mahoney Asset Management
N/A—17,370-17,370-100%$1.6M———
Two Sigma Investments, LP
N/A—17,230-17,230-100%$1.6M———
Clark Capital Management Group, Inc.
N/A—17,198-17,198-100%$1.6M———
Independent Advisor Alliance
N/A—17,055-17,055-100%$1.6M———
Wealthfront Advisers LLC
N/A—16,898-16,898-100%$1.6M———
Valtrion Capital Management, LLC
N/A—16,716-16,716-100%$1.6M———
Fiducient Advisors LLC
N/A—16,630-16,630-100%$1.6M———
National Philanthropic Trust
N/A—16,432-16,432-100%$1.6M———
NewEdge Wealth, LLC
N/A—16,373-16,373-100%$1.5M———
Keebeck Wealth Management
N/A—16,342-16,342-100%$1.5M———
Entelevest, LLC
N/A—16,302-16,302-100%$1.5M———
Invst, LLC
N/A—16,282-16,282-100%$1.5M———
Ausdal Financial Partners, Inc.
N/A—16,089-16,089-100%$1.5M———
Ibex Wealth Advisors
N/A—16,036-16,036-100%$1.5M———
Cadia Private Client LLC
N/A—15,846-15,846-100%$1.5M———
Walleye Trading LLC
N/A—15,754-15,754-100%$1.5M———
Cascades Capital Asset Management, LLC
N/A—15,658-15,658-100%$1.5M———
Stratos Wealth Partners, Ltd.
N/A—15,463-15,463-100%$1.5M———
IEQ Capital, LLC
N/A—15,279-15,279-100%$1.4M———
FFT Wealth Management LLC
N/A—15,182-15,182-100%$1.4M———
Clarity Financial LLC
N/A—15,086-15,086-100%$1.4M———
One Degree Advisors Inc
N/A—14,938-14,938-100%$1.4M———
Insigneo Advisory Services, LLC
N/A—14,866-14,866-100%$1.4M———
Strategic Wealth Partners, Ltd.
N/A—14,848-14,848-100%$1.4M———
Wallace Advisory Group, LLC
N/A—14,669-14,669-100%$1.4M———
Generation Capital Management LLC
N/A—14,636-14,636-100%$1.4M———
CCG Wealth Management, LLC
N/A—14,470-14,470-100%$1.4M———
IF Advisors, LLC
N/A—14,412-14,412-100%$1.4M———
Mosaic Family Wealth Partners, LLC
N/A—14,210-14,210-100%$1.3M———
Gotham Asset Management, LLC
N/A—14,177-14,177-100%$1.3M———
Savant Capital, LLC
N/A—14,095-14,095-100%$1.3M———
Harbour Investments, Inc.
N/A—13,963-13,963-100%$1.3M———
Zhang Financial LLC
N/A—13,571-13,571-100%$1.3M———
WCG Wealth Advisors LLC
N/A—13,568-13,568-100%$1.3M———
Rollins Financial Advisors, LLC
N/A—13,351-13,351-100%$1.3M———
17 Capital Partners, LLC
N/A—13,319-13,319-100%$1.3M———
Sound View Wealth Advisors Group, LLC
N/A—13,253-13,253-100%$1.3M———
Redwood Investment Management, LLC
N/A—12,930-12,930-100%$1.2M———
Keating Financial Advisory Services, Inc.
N/A—12,889-12,889-100%$1.2M———
Voya Financial Advisors, Inc.
N/A—12,879-12,879-100%$1.2M———
Huntington National Bank
N/A—12,845-12,845-100%$1.2M———
Mayflower Financial Advisors, LLC
N/A—12,762-12,762-100%$1.2M———
Stratos Wealth Advisors, LLC
N/A—12,762-12,762-100%$1.2M———
EFG International AG
N/A—12,718-12,718-100%$1.2M———
Checchi Capital Advisers, LLC
N/A—12,711-12,711-100%$1.2M———
Sequoia Financial Advisors, LLC
N/A—12,675-12,675-100%$1.2M———
Zevin Asset Management LLC
N/A—12,317-12,317-100%$1.2M———
PFG Investments, LLC
N/A—12,134-12,134-100%$1.1M———
Kickstand Ventures, Llc.
N/A—11,883-11,883-100%$1.1M———
Focus Partners Advisor Solutions, LLC
N/A—11,530-11,530-100%$1.1M———
Brookwood Investment Group LLC
N/A—11,456-11,456-100%$1.1M———
Leigh Baldwin & Co., LLC
N/A—11,449-11,449-100%$1.1M———
Carr Financial Group Corp
N/A—11,053-11,053-100%$1.0M———
Hanover Advisors Inc
N/A—10,942-10,942-100%$1.0M———
Maridea Wealth Management LLC
N/A—10,812-10,812-100%$1.0M———
Regal Investment Advisors LLC
N/A—10,706-10,706-100%$1.0M———
Xcelsior Advisor Partners LLC
N/A—10,470-10,470-100%$990.1K———
Credit Agricole S A
N/A—10,245-10,245-100%$968.9K———
Blue Edge Capital, LLC
N/A—10,144-10,144-100%$959.3K———
Amundi
N/A—10,043-10,043-100%$949.8K———
King Wealth Management Group
N/A—9,980-9,980-100%$944.0K———
Fortune Financial Advisors, LLC
N/A—9,945-9,945-100%$940.5K———
Moors & Cabot, Inc.
N/A—9,931-9,931-100%$939.2K———
Boyd Watterson Asset Management LLC
N/A—9,882-9,882-100%$934.5K———
Kiley Juergens Wealth Management, LLC
N/A—9,859-9,859-100%$932.4K———
Ethos Financial Group, LLC
N/A—9,769-9,769-100%$923.9K———
Benjamin Edwards Inc
N/A—9,628-9,628-100%$910.5K———
Gateway Wealth Partners, LLC
N/A—9,492-9,492-100%$897.7K———
Group One Trading LLC
N/A—9,326-9,326-100%$882.0K———
Mmbg Investment Advisors Co.
N/A—9,304-9,304-100%$879.9K———
Peapack Gladstone Financial Corp
N/A—9,271-9,271-100%$877.0K———
Gladstone Institutional Advisory LLC
N/A—9,122-9,122-100%$862.6K———
Tandem Financial, LLC
N/A—9,035-9,035-100%$854.4K———
First Citizens Asset Management, Inc.
N/A—8,987-8,987-100%$849.9K———
Roundview Capital LLC
N/A—8,839-8,839-100%$835.9K———
Clearstead Advisors, LLC
N/A—8,789-8,789-100%$831.2K———
Bank Hapoalim BM
N/A—8,777-8,777-100%$830.0K———
Level Four Advisory Services, LLC
N/A—8,508-8,508-100%$804.6K———
Nwam LLC
N/A—8,433-8,433-100%$797.5K———
Blair William & Co
N/A—8,388-8,388-100%$793.3K———
Pursuit Wealth Strategies, LLC
N/A—8,362-8,362-100%$790.8K———
Composition Wealth, LLC
N/A—8,326-8,326-100%$787.4K———
Kovack Advisors, Inc.
N/A—8,037-8,037-100%$758.5K———
Advance Capital Management, Inc.
N/A—7,876-7,876-100%$744.8K———
Freestone Capital Holdings, LLC
N/A—7,750-7,750-100%$732.9K———
Pathstone Holdings, LLC
N/A—7,744-7,744-100%$732.4K———
Caitlin John, LLC
N/A—7,549-7,549-100%$713.9K———
Shared Vision Wealth Group LLC
N/A—7,399-7,399-100%$699.8K———
Stonehage Fleming Financial Services Holdings Ltd
N/A—7,295-7,295-100%$689.9K———
Orcam Financial Group
N/A—7,278-7,278-100%$688.3K———
Cary Street Partners Financial LLC
N/A—7,242-7,242-100%$684.9K———
Banque Transatlantique SA
N/A—6,997-6,997-100%$661.7K———
HSBC Holdings PLC
N/A—6,917-6,917-100%$654.1K———
Silver OAK Securities, Incorporated
N/A—6,784-6,784-100%$641.5K———
Melfa Wealth Management, Inc.
N/A—6,682-6,682-100%$632.0K———
Wealthspire Advisors, LLC
N/A—6,662-6,662-100%$630.0K———
Ameritas Advisory Services, LLC
N/A—6,619-6,619-100%$626.0K———
Ascension Capital Advisors, Inc.
N/A—6,567-6,567-100%$621.0K———
Federation des caisses Desjardins du Quebec
N/A—6,495-6,495-100%$614.2K———
Hyundai Investments Co., Ltd.
N/A—6,471-6,471-100%$615.1K———
Faithward Advisors, LLC
N/A—6,388-6,388-100%$604.1K———
Vectors Research Management, LLC
N/A—6,165-6,165-100%$583.0K———
RIK Saylor Financial, Inc.
N/A—6,159-6,159-100%$582.4K———
Fiduciary Trust Co
N/A—6,153-6,153-100%$581.9K———
Spreng Capital Management, Inc.
N/A—6,063-6,063-100%$573.4K———
Turim 21 Investimentos Ltda.
N/A—6,026-6,026-100%$569.9K———
Icon Wealth Advisors, LLC
N/A—5,931-5,931-100%$560.9K———
Headlands Technologies LLC
N/A—5,737-5,737-100%$542.5K———
Nuveen, LLC
N/A—5,731-5,731-100%$542.0K———
Kinloch Capital, LLC
N/A—5,722-5,722-100%$541.1K———
D L Carlson Investment Group Inc
N/A—5,715-5,715-100%$540.5K———
J.E. Simmons & Co., P.C.
N/A—5,600-5,600-100%$529.6K———
Deutsche Bank Ag\
N/A—5,400-5,400-100%$510.7K———
Prosperity Consulting Group, LLC
N/A—5,399-5,399-100%$510.6K———
West Michigan Advisors, LLC
N/A—5,391-5,391-100%$509.8K———
AlTi Global, Inc.
N/A—5,373-5,373-100%$508.1K———
WealthShield Partners, LLC
N/A—5,239-5,239-100%$495.5K———
Zacks Investment Management
N/A—5,234-5,234-100%$495.1K———
M3 Advisory Group, LLC
N/A—5,199-5,199-100%$491.7K———
Sharpepoint LLC
N/A—5,091-5,091-100%$481.5K———
Callan Family Office, LLC
N/A—5,030-5,030-100%$475.7K———
Omnia Family Wealth, LLC
N/A—5,000-5,000-100%$472.9K———
Ducere Wealth Management LLC
N/A—4,954-4,954-100%$468.5K———
Fiduciary Wealth Partners, LLC
N/A—4,936-4,936-100%$466.8K———
Bluespring Wealth Management, LLC
N/A—4,835-4,835-100%$457.2K———
Wellington-Altus USA Inc.
N/A—4,830-4,830-100%$461.0K———
AQR Capital Management LLC
N/A—4,726-4,726-100%$447.0K———
SouthState Bank Corp
N/A—4,619-4,619-100%$436.8K———
Tyche Wealth Partners LLC
N/A—4,601-4,601-100%$435.1K———
Markin Asset Management, LP
N/A—4,578-4,578-100%$432.9K———
Legacy PCG, LLC
N/A—4,576-4,576-100%$424.5K———
Savvy Advisors, Inc.
N/A—4,572-4,572-100%$432.4K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—4,496-4,496-100%$425.2K———
Seeds Investor LLC
N/A—4,474-4,474-100%$423.1K———
Axis Wealth Partners, LLC
N/A—4,473-4,473-100%$423.0K———
Jaffetilchin Investment Partners, LLC
N/A—4,415-4,415-100%$417.5K———
M&T Bank Corp
N/A—4,363-4,363-100%$412.6K———
Ameriflex Group, Inc.
N/A—4,296-4,296-100%$406.3K———
Wealth Alliance, LLC
N/A—4,289-4,289-100%$405.6K———
One Wealth Advisors, LLC
N/A—4,262-4,262-100%$403.1K———
Perennial Investment Advisors, LLC
N/A—4,166-4,166-100%$394.0K———
Fiduciary Financial Advisors
N/A—4,160-4,160-100%$393.4K———
Berger Financial Group, Inc
N/A—4,138-4,138-100%$391.4K———
UMB Bank, n.a.
N/A—4,095-4,095-100%$387.3K———
Valmark Advisers, Inc.
N/A—4,076-4,076-100%$385.5K———
HBK Sorce Advisory LLC
N/A—4,040-4,040-100%$377.0K———
Inspire Advisors, LLC
N/A—3,983-3,983-100%$376.5K———
American Financial Advisors, LLC
N/A—3,960-3,960-100%$374.5K———
Allworth Financial LP
N/A—3,793-3,793-100%$358.7K———
RWA Wealth Partners, LLC
N/A—3,748-3,748-100%$354.4K———
Pacific Financial Group Inc
N/A—3,708-3,708-100%$350.6K———
SVB Wealth LLC
N/A—3,701-3,701-100%$350.0K———
Venturi Wealth Management, LLC
N/A—3,510-3,510-100%$331.9K———
Legacy Trust
N/A—3,500-3,500-100%$331.0K———
Twin Peaks Wealth Advisors, LLC
N/A—3,479-3,479-100%$329.0K———
Crewe Advisors LLC
N/A—3,464-3,464-100%$327.6K———
Independent Family Office, LLC
N/A—3,444-3,444-100%$325.7K———
Strathmore Capital Advisors, Inc.
N/A—3,405-3,405-100%$317.7K———
Calton & Associates, Inc.
N/A—3,389-3,389-100%$320.5K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—3,371-3,371-100%$318.8K———
WNY Asset Management, LLC
N/A—3,347-3,347-100%$316.5K———
Franklin Resources Inc
N/A—3,325-3,325-100%$314.4K———
WealthTrak Capital Management LLC
N/A—3,314-3,314-100%$313.4K———
Sovereign Financial Group, Inc.
N/A—3,246-3,246-100%$307.0K———
Advisory Alpha, LLC
N/A—3,244-3,244-100%$306.8K———
Transcend Capital Advisors, LLC
N/A—3,244-3,244-100%$306.8K———
Regimen Wealth, LLC
N/A—3,241-3,241-100%$306.5K———
Curtis Wealth Management LLC
N/A—3,173-3,173-100%$300.1K———
F/m Investments LLC
N/A—3,169-3,169-100%$299.7K———
Second Half Financial Partners, LLC
N/A—3,163-3,163-100%$299.1K———
Bramshill Investments, LLC
N/A—3,155-3,155-100%$298.4K———
Camarda Financial Advisors, LLC
N/A—3,130-3,130-100%$296.0K———
Blalock Williams, LLC
N/A—3,099-3,099-100%$293.1K———
Investment Advisory Group, LLC
N/A—3,073-3,073-100%$290.6K———
Accretive Wealth Partners, LLC
N/A—3,000-3,000-100%$283.7K———
Hilltop Holdings Inc.
N/A—2,925-2,925-100%$276.6K———
Retirement Income Solutions, Inc
N/A—2,909-2,909-100%$277.6K———
PCM Encore, LLC
N/A—2,901-2,901-100%$274.3K———
Strait & Sound Wealth Management LLC
N/A—2,896-2,896-100%$273.9K———
Rathbones Group PLC
N/A—2,797-2,797-100%$264.5K———
Stelac Advisory Services LLC
N/A—2,790-2,790-100%$263.9K———
Winch Advisory Services, LLC
N/A—2,621-2,621-100%$247.9K———
Navis Wealth Advisors, LLC
N/A—2,600-2,600-100%$245.9K———
Founders Financial Alliance, LLC
N/A—2,569-2,569-100%$243.0K———
Phillips Wealth Planners LLC
N/A—2,565-2,565-100%$240.3K———
Red Door Wealth Management, LLC
N/A—2,561-2,561-100%$242.2K———
Continuum Advisory, LLC
N/A—2,544-2,544-100%$240.6K———
North Dallas Bank & Trust Co
N/A—2,520-2,520-100%$238.3K———
Syon Capital LLC
N/A—2,509-2,509-100%$237.3K———
Permanent Capital Management, LP
N/A—2,413-2,413-100%$228.2K———
Kintra Wealth, LLC
N/A—2,256-2,256-100%$210.5K———
Genesis Wealth Advisors, LLC
N/A—2,160-2,160-100%$204.3K———
Integrated Investment Consultants, LLC
N/A—2,134-2,134-100%$201.8K———
Ruggiero Investments, Inc.
N/A—2,132-2,132-100%$201.7K———
Copia Wealth Management
N/A—1,922-1,922-100%$181.8K———
Dogwood Wealth Management LLC
N/A—1,866-1,866-100%$176.5K———
Institute for Wealth Management, Llc.
N/A—1,706-1,706-100%$161.3K———
Caldwell Sutter Capital, Inc.
N/A—1,646-1,646-100%$155.7K———
Advisors Asset Management, Inc.
N/A—1,585-1,585-100%$149.9K———
Centaurus Financial, Inc.
N/A—1,563-1,563-100%$148.0K———
Atlantic Union Bankshares Corp
N/A—1,437-1,437-100%$135.9K———
Hollencrest Capital Management
N/A—1,365-1,365-100%$129.1K———
Ballast Advisors LLC
N/A—1,344-1,344-100%$127.1K———
Edmond de Rothschild Holding S.A.
N/A—1,286-1,286-100%$121.6K———
Howe & Rusling Inc
N/A—1,241-1,241-100%$117.4K———
Nova Wealth Management, Inc.
N/A—1,231-1,231-100%$116.4K———
Forum Finance Group S.A.
N/A—1,215-1,215-100%$93———
Alerus Financial NA
N/A—1,202-1,202-100%$113.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,173-1,173-100%$110.9K———
Vision Retirement, LLC
N/A—1,117-1,117-100%$105.6K———
Banque Cantonale Vaudoise
N/A—1,106-1,106-100%$105.0K———
Van Eck Associates Corp
N/A—1,019-1,019-100%$96.4K———
Webster Bank, N. A.
N/A—1,013-1,013-100%$95.8K———
Itau Unibanco Holding S.A.
N/A—879-879-100%$83.1K———
Graney & King, LLC
N/A—805-805-100%$76.1K———
Ancora Advisors LLCA
N/A—788-788-100%$74.5K———
SOA Wealth Advisors, Llc.
N/A—726-726-100%$68.7K———
Lavaca Capital LLC
N/A—670-670-100%$63.4K———
ST Germain D J Co Inc
N/A—623-623-100%$58.9K———
Colonial Trust Co / SC
N/A—608-608-100%$57.5K———
Aventura Private Wealth, LLC
N/A—606-606-100%$57.3K———
Johnson Financial Group, Inc.
N/A—591-591-100%$55.9K———
JPL Wealth Management, LLC
N/A—589-589-100%$55.7K———
Logan Capital Management Inc
N/A—503-503-100%$47.6K———
Reyl & Cie S.A.
N/A—490-490-100%$46.9K———
Smartleaf Asset Management LLC
N/A—446-446-100%$42.4K———
Glen Eagle Advisors, LLC
N/A—415-415-100%$39.2K———
Medallion Wealth Advisors, LLC
N/A—395-395-100%$37.4K———
Rogco, LP
N/A—376-376-100%$35.6K———
Game Plan Financial Advisors, LLC
N/A—357-357-100%$33.8K———
RED Reef Advisors LLC
N/A—337-337-100%$31.9K———
BankPlus Trust Department
N/A—335-335-100%$31.7K———
Whittier Trust Co of Nevada Inc
N/A—329-329-100%$30.8K———
Strive Financial Group,LLC
N/A—309-309-100%$29.2K———
Vanguard Advisers Inc
N/A—276-276-100%$26.1K———
Rothschild Investment LLC
N/A—263-263-100%$24.9K———
Cbiz Investment Advisory Services, LLC
N/A—262-262-100%$25.0K———
Brown Brothers Harriman & Co
N/A—251-251-100%$23.7K———
Cardiff Park Advisors, LLC
N/A—242-242-100%$22.9K———
Park Place Capital Corp
N/A—228-228-100%$21.6K———
Coston, McIsaac & Partners
N/A—210-210-100%$19———
Morgan Dempsey Capital Management LLC
N/A—172-172-100%$16.3K———
IMA Advisory Services, Inc.
N/A—163-163-100%$15.4K———
Lowe Brockenbrough & Co Inc
N/A—126-126-100%$11.9K———
Horizon Investments, LLC
N/A—122-122-100%$11.5K———
Topsail Wealth Management, LLC
N/A—108-108-100%$10.2K———
WealthCollab, LLC
N/A—105-105-100%$9.9K———
Clearstead Trust, LLC
N/A—99-99-100%$9.4K———
Tower Research Capital LLC (TRC)
N/A—93-93-100%$8.8K———
Kiker Wealth Management, LLC
N/A—86-86-100%$8.1K———
CVA Family Office, LLC
N/A—71-71-100%$6.7K———
Community Bank, N.A.
N/A—65-65-100%$6.1K———
Dunhill Financial, LLC
N/A—61-61-100%$5.8K———
Whittier Trust Co
N/A—58-58-100%$5.5K———
Fortis Group Advisors, LLC
N/A—54-54-100%$5.1K———
Mcguire Capital Advisors Inc
N/A—51-51-100%$4.8K———
Napier Financial, LLC
N/A—50-50-100%$4.7K———
NWK Group, Inc.
N/A—45-45-100%$4.3K———
Motco
N/A—44-44-100%$4.2K———
Vanguard National Trust Co
N/A—43-43-100%$4.1K———
Morris Financial Concepts, Inc.
N/A—40-40-100%$3.8K———
Imprint Wealth LLC
N/A—37-37-100%$3.5K———
Measured Wealth Private Client Group, LLC
N/A—33-33-100%$3.1K———
SummitTX Capital, L.P.
N/A—32-32-100%$3.0K———
Addison Advisors LLC
N/A—19-19-100%$1.8K———
Darwin Wealth Management, LLC
N/A—14-14-100%$1.3K———
SHP Wealth Management
N/A—12-12-100%$1.1K———
Smithfield Trust Co
N/A—12-12-100%$1———
Meramec Financial Planners, LLC
N/A—12-12-100%$1.1K———
Strategic Investment Solutions, Inc.
N/A—10-10-100%$907———
Russell Investments Group, Ltd.
N/A—8-8-100%$767———
Sankala Group LLC
N/A—6-6-100%$579———
Godfrey Financial Associates, Inc.
N/A—6-6-100%$567———
Oakmont Advisory Group, LLC
N/A—5-5-100%$492———
GW&K Investment Management, LLC
N/A—4-4-100%$0———
Luminist Capital LLC
N/A—2-2-100%$189———
Financial Gravity Companies, Inc.
N/A—1-1-100%$95———
Tiaa Wealth Investment Management LLC
N/A—00—$0———
Ogorek Anthony Joseph
N/A—00—$0———
Showing 1224 of 1224 institutions