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Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Citigroup Inc
INCREASED
Shares878,861 from 481,515
Change+397,346 (+83%)
Value$36.2M (+$15.8M)
Filed 2026-11-04
MinichMacGregor Wealth Management, LLC
INCREASED
Shares503,804 from 496,666
Change+7,138 (+1%)
Value$20.7M (-$267.3K)
Filed 2026-10-14
Three Seasons Wealth, LLC
INCREASED
Shares276,270 from 249,263
Change+27,007 (+11%)
Value$11.4M (+$830.5K)
Filed 2026-11-03
Well Done, LLC
INCREASED
Shares216,300 from 213,136
Change+3,164 (+1%)
Value$8.9M (-$110.6K)
Filed 2026-10-20
Advisortrust Partners, LLC
INCREASED
Shares201,808 from 201,487
Change+321 (+0%)
Value$8.3M (-$214.4K)
Filed 2026-11-02
Summit Financial Consulting LLC
INCREASED
Shares197,359 from 182,668
Change+14,691 (+8%)
Value$8.1M (+$398.6K)
Filed 2026-10-15
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares192,934 from 213,550
Change-20,616 (-10%)
Value$7.9K (-$9.0M)
Filed 2026-11-02
Monument Capital Management
NEW
Shares133,797
Change+133,797
Value$5.5M
Filed 2026-10-09
Cadent Capital Advisors, LLC
DECREASED
Shares106,555 from 153,743
Change-47,188 (-31%)
Value$4.4M (-$2.1M)
Filed 2026-10-09
Truist Financial Corp
DECREASED
Shares81,745 from 85,797
Change-4,052 (-5%)
Value$3.4M (-$263.8K)
Filed 2026-10-30
Avior Wealth Management, LLC
INCREASED
Shares68,581 from 48,192
Change+20,389 (+42%)
Value$2.8M (+$785.1K)
Filed 2026-10-13
Imc-Chicago, LLC
DECREASED
Shares64,815 from 148,022
Change-83,207 (-56%)
Value$2.7M (-$3.6M)
Filed 2026-11-05
Concurrent Investment Advisors, LLC
DECREASED
Shares52,183 from 52,295
Change-112 (0%)
Value$2.1M (-$63.7K)
Filed 2026-10-16
Financial Management Professionals, Inc.
DECREASED
Shares52,096 from 58,105
Change-6,009 (-10%)
Value$2.1M (-$313.1K)
Filed 2026-10-23
Wagner Wealth Management, Corp
INCREASED
Shares49,847 from 47,497
Change+2,350 (+5%)
Value$2.1M (+$43.1K)
Filed 2026-10-20
Sacks & Associates, LLC
DECREASED
Shares44,231 from 44,326
Change-95 (0%)
Value$1.8M (-$2.1K)
Filed 2026-10-09
Atria Investments, Inc
INCREASED
Shares43,648 from 20,282
Change+23,366 (+115%)
Value$1.8M (+$939.3K)
Filed 2026-10-15
True Freedom Investing, LLC
INCREASED
Shares41,945 from 5,814
Change+36,131 (+621%)
Value$1.7M (+$1.5M)
Filed 2026-10-29
Outlook Wealth Advisors, LLC
INCREASED
Shares39,508 from 29,843
Change+9,665 (+32%)
Value$1.6M (+$364.3K)
Filed 2026-10-28
NBT Bank, N.A.
INCREASED
Shares37,858 from 37,284
Change+574 (+2%)
Value$1.6M (-$18.5K)
Filed 2026-10-21
Pinkerton Wealth, LLC
NEW
Shares33,246
Change+33,246
Value$1.4M
Filed 2026-10-29
VestGen Advisors, LLC
DECREASED
Shares33,084 from 110,390
Change-77,306 (-70%)
Value$1.4M (-$3.3M)
Filed 2026-10-27
Lakeshore Capital Group, Inc.
INCREASED
Shares30,590 from 30,527
Change+63 (+0%)
Value$1.3M (-$31.9K)
Filed 2026-10-20
Davenport & Co LLC
DECREASED
Shares28,683 from 30,601
Change-1,918 (-6%)
Value$1.2M (-$113.6K)
Filed 2026-10-14
Providence First Trust Co
DECREASED
Shares27,519 from 37,805
Change-10,286 (-27%)
Value$1.1M (-$466.3K)
Filed 2026-11-02
Prospera Financial Services Inc
DECREASED
Shares26,687 from 325,656
Change-298,969 (-92%)
Value$1.0M (-$12.8M)
Filed 2026-11-04
Koshinski Asset Management, Inc.
INCREASED
Shares25,970 from 25,969
Change+1 (0%)
Value$1.1M (-$29.3K)
Filed 2026-10-29
Retirement Planning Group, LLC
DECREASED
Shares24,458 from 25,848
Change-1,390 (-5%)
Value$1.0M (-$86.4K)
Filed 2026-10-19
Allspring Global Investments Holdings, LLC
INCREASED
Shares23,134 from 23
Change+23,111 (+100483%)
Value$962.6K (+$961.7K)
Filed 2026-11-04
Eddie Patel Inc
NEW
Shares21,657
Change+21,657
Value$891.8K
Filed 2026-11-02
Iams Wealth Management, LLC
NEW
Shares19,315
Change+19,315
Value$795.4K
Filed 2026-10-15
Buck Wealth Strategies, LLC
DECREASED
Shares19,216 from 19,719
Change-503 (-3%)
Value$791.3K (-$43.0K)
Filed 2026-10-28
Harmony Asset Management LLC
DECREASED
Shares18,987 from 28,460
Change-9,473 (-33%)
Value$781.9K (-$422.3K)
Filed 2026-10-20
Wespac Advisors, LLC
DECREASED
Shares16,970 from 33,007
Change-16,037 (-49%)
Value$698.8K (-$697.7K)
Filed 2026-10-26
Independent Financial Group, LLC
DECREASED
Shares13,501 from 75,358
Change-61,857 (-82%)
Value$556.0K (-$2.6M)
Filed 2026-10-13
APS Management Group, Inc.
DECREASED
Shares13,219 from 18,408
Change-5,189 (-28%)
Value$544.4K (-$234.5K)
Filed 2026-10-14
Commonwealth Equity Services, LLC
DECREASED
Shares12,717 from 13,306
Change-589 (-4%)
Value$523.7K (-$39.3K)
Filed 2026-11-02
Midwest Trust Co
DECREASED
Shares11,539 from 11,671
Change-132 (-1%)
Value$475.2K (-$18.6K)
Filed 2026-10-22
Greenspring Advisors, LLC
UNCHANGED
Shares9,961 from 9,961
Change0 (0%)
Value$410.2K (-$11.3K)
Filed 2026-11-05
Strengthening Families & Communities, LLC
DECREASED
Shares9,783 from 10,138
Change-355 (-3%)
Value$402.9K (-$26.1K)
Filed 2026-10-21
Simplex Trading, LLC
DECREASED
Shares9,095 from 13,696
Change-4,601 (-34%)
Value$374.5K (-$204.9K)
Filed 2026-11-04
Mezzasalma Advisors, LLC
INCREASED
Shares8,579 from 8,557
Change+22 (+0%)
Value$353.3K (-$8.8K)
Filed 2026-10-14
Williams & Novak Wealth Management, LLC
UNCHANGED
Shares8,365 from 8,365
Change0 (0%)
Value$344.5K (-$9.5K)
Filed 2026-10-09
Chicago Trust Co NA
DECREASED
Shares8,328 from 8,514
Change-186 (-2%)
Value$342.9K (-$17.3K)
Filed 2026-10-28
Narus Financial Partners, LLC
UNCHANGED
Shares7,977 from 7,977
Change0 (0%)
Value$328.5K (-$9.0K)
Filed 2026-10-19
Capital Investment Advisors, LLC
DECREASED
Shares7,893 from 10,248
Change-2,355 (-23%)
Value$325.1K (-$108.5K)
Filed 2026-10-22
Advanced Asset Management Advisors Inc
INCREASED
Shares6,721 from 6,687
Change+34 (+1%)
Value$276.8K (-$6.2K)
Filed 2026-10-20
Brighton Jones LLC
UNCHANGED
Shares6,208 from 6,208
Change0 (0%)
Value$255.6K (-$7.0K)
Filed 2026-11-03
World Equity Group, Inc.
NEW
Shares5,661
Change+5,661
Value$233.1K
Filed 2026-10-14
Apollon Wealth Management, LLC
UNCHANGED
Shares5,248 from 5,248
Change0 (0%)
Value$216.1K (-$5.9K)
Filed 2026-10-23
CoreCap Advisors, LLC
DECREASED
Shares5,210 from 145,979
Change-140,769 (-96%)
Value$214.6K (-$6.0M)
Filed 2026-10-08
Saxon Interests, Inc.
NEW
Shares4,922
Change+4,922
Value$202.7K
Filed 2026-10-26
Transce3nd, LLC
NEW
Shares4,011
Change+4,011
Value$158.4K
Filed 2026-10-26
CX Institutional
INCREASED
Shares2,713 from 2,694
Change+19 (+1%)
Value$112 (-$2)
Filed 2026-10-02
Global Trust Asset Management, LLC
DECREASED
Shares2,220 from 2,470
Change-250 (-10%)
Value$91.4K (-$13.1K)
Filed 2026-10-19
AlphaCore Capital LLC
UNCHANGED
Shares1,698 from 1,698
Change0 (0%)
Value$69.9K (-$1.9K)
Filed 2026-11-04
Concord Wealth Partners
DECREASED
Shares1,380 from 6,294
Change-4,914 (-78%)
Value$56.8K (-$209.5K)
Filed 2026-11-02
Farther Finance Advisors, LLC
DECREASED
Shares1,223 from 7,336
Change-6,113 (-83%)
Value$50.4K (-$260.1K)
Filed 2026-10-08
Gen-Wealth Partners Inc
INCREASED
Shares847 from 843
Change+4 (+0%)
Value$34.9K (-$805)
Filed 2026-11-04
Compass Financial Management LLC
DECREASED
Shares686 from 28,651
Change-27,965 (-98%)
Value$28.2K (-$1.2M)
Filed 2026-10-30
Mondrian Investment Partners LTD
NEW
Shares664
Change+664
Value$26.0K
Filed 2026-10-23
Laurel Wealth Advisors LLC
NEW
Shares532
Change+532
Value$21.9K
Filed 2026-10-27
Curat Global, LLC
UNCHANGED
Shares526 from 526
Change0 (0%)
Value$21.7K (-$594)
Filed 2026-10-26
Private Trust Co NA
DECREASED
Shares400 from 632
Change-232 (-37%)
Value$16.5K (-$10.3K)
Filed 2026-10-20
KFG LLC
NEW
Shares325
Change+325
Value$13.4K
Filed 2026-11-02
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$12.4K (-$339)
Filed 2026-10-15
Oakworth Capital, Inc.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$12.4K (-$339)
Filed 2026-10-26
MTM Investment Management, LLC
UNCHANGED
Shares270 from 270
Change0 (0%)
Value$11.1K (-$305)
Filed 2026-10-30
Nova Financial LLC
NEW
Shares255
Change+255
Value$10.5K
Filed 2026-11-04
Parallel Advisors, LLC
NEW
Shares253
Change+253
Value$10.4K
Filed 2026-11-03
Creative Financial Designs Inc
NEW
Shares236
Change+236
Value$9.7K
Filed 2026-11-04
Silver Grove Financial Group, Inc.
INCREASED
Shares154 from 24
Change+130 (+542%)
Value$6.3K (+$5.3K)
Filed 2026-11-05
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$6 ($0)
Filed 2026-10-14
Princeton Global Asset Management LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$5.1K (-$141)
Filed 2026-10-21
Rossby Financial, LCC
INCREASED
Shares113 from 104
Change+9 (+9%)
Value$4.7K (+$253)
Filed 2026-11-05
Assetmark, Inc
DECREASED
Shares104 from 115
Change-11 (-10%)
Value$4.3K (-$583)
Filed 2026-10-21
Investors Research Corp
INCREASED
Shares100 from 49
Change+51 (+104%)
Value$4.1K (+$2.0K)
Filed 2026-10-07
Latitude Advisors, LLC
NEW
Shares83
Change+83
Value$3.4K
Filed 2026-10-27
Capital Investment Advisory Services, LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$3.3K (-$91)
Filed 2026-10-30
Evermay Wealth Management LLC
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$3.0K (-$83)
Filed 2026-11-05
TD Waterhouse Canada Inc.
INCREASED
Shares64 from 59
Change+5 (+8%)
Value$2.7K (+$167)
Filed 2026-10-16
Insight Inv LLC
INCREASED
Shares30 from 29
Change+1 (+3%)
Value$1.2K (+$8)
Filed 2026-10-27
IFP Advisors, Inc
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$947 (-$26)
Filed 2026-10-16
Triumph Capital Management
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$82 (-$3)
Filed 2026-10-14
Altfest L J & Co Inc
CLOSED
Shares0 from 179,776
Change-179,776 (-100%)
Value$0 (-$7.6M)
Filed 2026-10-27
Trek Financial, LLC
CLOSED
Shares0 from 176,767
Change-176,767 (-100%)
Value$0 (-$7.5M)
Filed 2026-10-29
Integrated Advisors Network LLC
CLOSED
Shares0 from 88,866
Change-88,866 (-100%)
Value$0 (-$3.8M)
Filed 2026-10-20
FIG Financial Advisory Services Inc
CLOSED
Shares0 from 74,602
Change-74,602 (-100%)
Value$0 (-$3.2M)
Filed 2026-10-07
Wealthstar Advisors, LLC
CLOSED
Shares0 from 49,282
Change-49,282 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-19
Fiduciary Alliance LLC
CLOSED
Shares0 from 28,008
Change-28,008 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-13
Balboa Wealth Partners
CLOSED
Shares0 from 25,166
Change-25,166 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-20
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CLOSED
Shares0 from 15,727
Change-15,727 (-100%)
Value$0 (-$665.4K)
Filed 2026-10-14
Clear Creek Financial Management, LLC
CLOSED
Shares0 from 15,307
Change-15,307 (-100%)
Value$0 (-$647.6K)
Filed 2026-10-28
Wakefield Asset Management Lllp
CLOSED
Shares0 from 12,389
Change-12,389 (-100%)
Value$0 (-$524.2K)
Filed 2026-11-05
WealthCare Asset Management, LLC
CLOSED
Shares0 from 6,244
Change-6,244 (-100%)
Value$0 (-$264.2K)
Filed 2026-10-26
Concord Asset Management, LLC
CLOSED
Shares0 from 6,211
Change-6,211 (-100%)
Value$0 (-$262.8K)
Filed 2026-11-02
Focused Alpha, LLC
CLOSED
Shares0 from 6,048
Change-6,048 (-100%)
Value$0 (-$255.9K)
Filed 2026-10-20
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 5,002
Change-5,002 (-100%)
Value$0 (-$211.6K)
Filed 2026-10-16
Farmers & Merchants Investments Inc
CLOSED
Shares0 from 2,142
Change-2,142 (-100%)
Value$0 (-$90.6K)
Filed 2026-10-22
First Pacific Financial
CLOSED
Shares0 from 417
Change-417 (-100%)
Value$0 (-$17.6K)
Filed 2026-10-14
Tucker Asset Management LLC
CLOSED
Shares0 from 337
Change-337 (-100%)
Value$0 (-$14.3K)
Filed 2026-10-29
International Assets Investment Management, LLC
CLOSED
Shares0 from 91
Change-91 (-100%)
Value$0 (-$3.8K)
Filed 2026-11-02
Mountain Hill Investment Partners Corp.
CLOSED
Shares0 from 33
Change-33 (-100%)
Value$0 (-$1.4K)
Filed 2026-10-23
Key Capital Management, Inc
CLOSED
Shares0 from 33
Change-33 (-100%)
Value$0 (-$1.4K)
Filed 2026-11-03
Focus Partners Wealth
N/A
Shares— from 2,931,595
Change-2,931,595 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,240,041
Change-2,240,041 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 2,032,593
Change-2,032,593 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,918,907
Change-1,918,907 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,167,917
Change-1,167,917 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 962,934
Change-962,934 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 512,061
Change-512,061 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 480,676
Change-480,676 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 397,755
Change-397,755 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 384,670
Change-384,670 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 366,090
Change-366,090 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 342,521
Change-342,521 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 327,160
Change-327,160 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 323,922
Change-323,922 (-100%)
Value—
UBS Group AG
N/A
Shares— from 249,851
Change-249,851 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 248,321
Change-248,321 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 207,437
Change-207,437 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 176,664
Change-176,664 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 171,282
Change-171,282 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 163,500
Change-163,500 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 161,440
Change-161,440 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 147,562
Change-147,562 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 135,906
Change-135,906 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 132,366
Change-132,366 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 127,391
Change-127,391 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 118,283
Change-118,283 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 87,464
Change-87,464 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 85,806
Change-85,806 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 78,586
Change-78,586 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 77,897
Change-77,897 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 77,514
Change-77,514 (-100%)
Value—
Croban
N/A
Shares— from 75,844
Change-75,844 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 69,731
Change-69,731 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 66,479
Change-66,479 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 65,346
Change-65,346 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 56,115
Change-56,115 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 55,525
Change-55,525 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 50,241
Change-50,241 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 48,247
Change-48,247 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 42,676
Change-42,676 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 42,458
Change-42,458 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 42,025
Change-42,025 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 40,419
Change-40,419 (-100%)
Value—
LEE Johnson Capital Management, LLC
N/A
Shares— from 40,170
Change-40,170 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 39,857
Change-39,857 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 37,581
Change-37,581 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 33,174
Change-33,174 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 31,307
Change-31,307 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 31,169
Change-31,169 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 28,650
Change-28,650 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 27,647
Change-27,647 (-100%)
Value—
Kesler, Norman & Wride, LLC
N/A
Shares— from 26,782
Change-26,782 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 26,467
Change-26,467 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 25,188
Change-25,188 (-100%)
Value—
Brendel Financial Advisors LLC
N/A
Shares— from 24,768
Change-24,768 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 23,598
Change-23,598 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 21,918
Change-21,918 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 21,739
Change-21,739 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 20,321
Change-20,321 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 20,281
Change-20,281 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 19,611
Change-19,611 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 19,609
Change-19,609 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 19,590
Change-19,590 (-100%)
Value—
Nikulski Financial, Inc.
N/A
Shares— from 18,833
Change-18,833 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 18,533
Change-18,533 (-100%)
Value—
Fifth Third Bancorp
N/A
Shares— from 15,602
Change-15,602 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 15,307
Change-15,307 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 14,983
Change-14,983 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 14,450
Change-14,450 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 14,031
Change-14,031 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 13,822
Change-13,822 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 12,915
Change-12,915 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 12,581
Change-12,581 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 12,342
Change-12,342 (-100%)
Value—
J.W. Cole Advisors, Inc.
N/A
Shares— from 12,321
Change-12,321 (-100%)
Value—
Commerce Bank
N/A
Shares— from 10,502
Change-10,502 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 9,993
Change-9,993 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 9,130
Change-9,130 (-100%)
Value—
Blair William & Co
N/A
Shares— from 8,778
Change-8,778 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 8,604
Change-8,604 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 8,600
Change-8,600 (-100%)
Value—
Vigil Wealth Management, LLC
N/A
Shares— from 7,668
Change-7,668 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 6,795
Change-6,795 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 6,512
Change-6,512 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 6,157
Change-6,157 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 6,086
Change-6,086 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 5,966
Change-5,966 (-100%)
Value—
Alpine Global Management, LLC
N/A
Shares— from 5,955
Change-5,955 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 5,480
Change-5,480 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 5,382
Change-5,382 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 5,212
Change-5,212 (-100%)
Value—
FMR LLC
N/A
Shares— from 4,527
Change-4,527 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 4,194
Change-4,194 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 3,030
Change-3,030 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 2,935
Change-2,935 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,672
Change-1,672 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 1,485
Change-1,485 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 994
Change-994 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 660
Change-660 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 500
Change-500 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 495
Change-495 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 425
Change-425 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 300
Change-300 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 240
Change-240 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 215
Change-215 (-100%)
Value—
Boyd Watterson Asset Management LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 127
Change-127 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 91
Change-91 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 88
Change-88 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 41
Change-41 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 37
Change-37 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 17
Change-17 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 17
Change-17 (-100%)
Value—
Status
Citigroup Inc
INCREASED878,861481,515+397,346+83%$20.4M$36.2M+$15.8M2026-11-04
MinichMacGregor Wealth Management, LLC
INCREASED503,804496,666+7,138+1%$21.0M$20.7M-$267.3K2026-10-14
Three Seasons Wealth, LLC
INCREASED276,270249,263+27,007+11%$10.5M$11.4M+$830.5K2026-11-03
Well Done, LLC
INCREASED216,300213,136+3,164+1%$9.0M$8.9M-$110.6K2026-10-20
Advisortrust Partners, LLC
INCREASED201,808201,487+321+0%$8.5M$8.3M-$214.4K2026-11-02
Summit Financial Consulting LLC
INCREASED197,359182,668+14,691+8%$7.7M$8.1M+$398.6K2026-10-15
Cambridge Investment Research Advisors, Inc.
DECREASED192,934213,550-20,616-10%$9.0M$7.9K-$9.0M2026-11-02
Monument Capital Management
NEW133,797—+133,797——$5.5M—2026-10-09
Cadent Capital Advisors, LLC
DECREASED106,555153,743-47,188-31%$6.5M$4.4M-$2.1M2026-10-09
Truist Financial Corp
DECREASED81,74585,797-4,052-5%$3.6M$3.4M-$263.8K2026-10-30
Avior Wealth Management, LLC
INCREASED68,58148,192+20,389+42%$2.0M$2.8M+$785.1K2026-10-13
Imc-Chicago, LLC
DECREASED64,815148,022-83,207-56%$6.3M$2.7M-$3.6M2026-11-05
Concurrent Investment Advisors, LLC
DECREASED52,18352,295-1120%$2.2M$2.1M-$63.7K2026-10-16
Financial Management Professionals, Inc.
DECREASED52,09658,105-6,009-10%$2.5M$2.1M-$313.1K2026-10-23
Wagner Wealth Management, Corp
INCREASED49,84747,497+2,350+5%$2.0M$2.1M+$43.1K2026-10-20
Sacks & Associates, LLC
DECREASED44,23144,326-950%$1.8M$1.8M-$2.1K2026-10-09
Atria Investments, Inc
INCREASED43,64820,282+23,366+115%$858.1K$1.8M+$939.3K2026-10-15
True Freedom Investing, LLC
INCREASED41,9455,814+36,131+621%$228.6K$1.7M+$1.5M2026-10-29
Outlook Wealth Advisors, LLC
INCREASED39,50829,843+9,665+32%$1.3M$1.6M+$364.3K2026-10-28
NBT Bank, N.A.
INCREASED37,85837,284+574+2%$1.6M$1.6M-$18.5K2026-10-21
Pinkerton Wealth, LLC
NEW33,246—+33,246——$1.4M—2026-10-29
VestGen Advisors, LLC
DECREASED33,084110,390-77,306-70%$4.7M$1.4M-$3.3M2026-10-27
Lakeshore Capital Group, Inc.
INCREASED30,59030,527+63+0%$1.3M$1.3M-$31.9K2026-10-20
Davenport & Co LLC
DECREASED28,68330,601-1,918-6%$1.3M$1.2M-$113.6K2026-10-14
Providence First Trust Co
DECREASED27,51937,805-10,286-27%$1.6M$1.1M-$466.3K2026-11-02
Prospera Financial Services Inc
DECREASED26,687325,656-298,969-92%$13.8M$1.0M-$12.8M2026-11-04
Koshinski Asset Management, Inc.
INCREASED25,97025,969+10%$1.1M$1.1M-$29.3K2026-10-29
Retirement Planning Group, LLC
DECREASED24,45825,848-1,390-5%$1.1M$1.0M-$86.4K2026-10-19
Allspring Global Investments Holdings, LLC
INCREASED23,13423+23,111+100483%$932$962.6K+$961.7K2026-11-04
Eddie Patel Inc
NEW21,657—+21,657——$891.8K—2026-11-02
Iams Wealth Management, LLC
NEW19,315—+19,315——$795.4K—2026-10-15
Buck Wealth Strategies, LLC
DECREASED19,21619,719-503-3%$834.3K$791.3K-$43.0K2026-10-28
Harmony Asset Management LLC
DECREASED18,98728,460-9,473-33%$1.2M$781.9K-$422.3K2026-10-20
Wespac Advisors, LLC
DECREASED16,97033,007-16,037-49%$1.4M$698.8K-$697.7K2026-10-26
Independent Financial Group, LLC
DECREASED13,50175,358-61,857-82%$3.2M$556.0K-$2.6M2026-10-13
APS Management Group, Inc.
DECREASED13,21918,408-5,189-28%$778.8K$544.4K-$234.5K2026-10-14
Commonwealth Equity Services, LLC
DECREASED12,71713,306-589-4%$563.0K$523.7K-$39.3K2026-11-02
Midwest Trust Co
DECREASED11,53911,671-132-1%$493.8K$475.2K-$18.6K2026-10-22
Greenspring Advisors, LLC
UNCHANGED9,9619,96100%$421.5K$410.2K-$11.3K2026-11-05
Strengthening Families & Communities, LLC
DECREASED9,78310,138-355-3%$428.9K$402.9K-$26.1K2026-10-21
Simplex Trading, LLC
DECREASED9,09513,696-4,601-34%$579.5K$374.5K-$204.9K2026-11-04
Mezzasalma Advisors, LLC
INCREASED8,5798,557+22+0%$362.0K$353.3K-$8.8K2026-10-14
Williams & Novak Wealth Management, LLC
UNCHANGED8,3658,36500%$353.9K$344.5K-$9.5K2026-10-09
Chicago Trust Co NA
DECREASED8,3288,514-186-2%$360.2K$342.9K-$17.3K2026-10-28
Narus Financial Partners, LLC
UNCHANGED7,9777,97700%$337.5K$328.5K-$9.0K2026-10-19
Capital Investment Advisors, LLC
DECREASED7,89310,248-2,355-23%$433.6K$325.1K-$108.5K2026-10-22
Advanced Asset Management Advisors Inc
INCREASED6,7216,687+34+1%$282.9K$276.8K-$6.2K2026-10-20
Brighton Jones LLC
UNCHANGED6,2086,20800%$262.7K$255.6K-$7.0K2026-11-03
World Equity Group, Inc.
NEW5,661—+5,661——$233.1K—2026-10-14
Apollon Wealth Management, LLC
UNCHANGED5,2485,24800%$222.0K$216.1K-$5.9K2026-10-23
CoreCap Advisors, LLC
DECREASED5,210145,979-140,769-96%$6.2M$214.6K-$6.0M2026-10-08
Saxon Interests, Inc.
NEW4,922—+4,922——$202.7K—2026-10-26
Transce3nd, LLC
NEW4,011—+4,011——$158.4K—2026-10-26
CX Institutional
INCREASED2,7132,694+19+1%$114$112-$22026-10-02
Global Trust Asset Management, LLC
DECREASED2,2202,470-250-10%$104.5K$91.4K-$13.1K2026-10-19
AlphaCore Capital LLC
UNCHANGED1,6981,69800%$71.8K$69.9K-$1.9K2026-11-04
Concord Wealth Partners
DECREASED1,3806,294-4,914-78%$266.3K$56.8K-$209.5K2026-11-02
Farther Finance Advisors, LLC
DECREASED1,2237,336-6,113-83%$310.4K$50.4K-$260.1K2026-10-08
Gen-Wealth Partners Inc
INCREASED847843+4+0%$35.7K$34.9K-$8052026-11-04
Compass Financial Management LLC
DECREASED68628,651-27,965-98%$1.2M$28.2K-$1.2M2026-10-30
Mondrian Investment Partners LTD
NEW664—+664——$26.0K—2026-10-23
Laurel Wealth Advisors LLC
NEW532—+532——$21.9K—2026-10-27
Curat Global, LLC
UNCHANGED52652600%$22.3K$21.7K-$5942026-10-26
Private Trust Co NA
DECREASED400632-232-37%$26.7K$16.5K-$10.3K2026-10-20
KFG LLC
NEW325—+325——$13.4K—2026-11-02
Moisand Fitzgerald Tamayo, LLC
UNCHANGED30030000%$12.7K$12.4K-$3392026-10-15
Oakworth Capital, Inc.
UNCHANGED30030000%$12.7K$12.4K-$3392026-10-26
MTM Investment Management, LLC
UNCHANGED27027000%$11.4K$11.1K-$3052026-10-30
Nova Financial LLC
NEW255—+255——$10.5K—2026-11-04
Parallel Advisors, LLC
NEW253—+253——$10.4K—2026-11-03
Creative Financial Designs Inc
NEW236—+236——$9.7K—2026-11-04
Silver Grove Financial Group, Inc.
INCREASED15424+130+542%$1.0K$6.3K+$5.3K2026-11-05
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED15015000%$6$6$02026-10-14
Princeton Global Asset Management LLC
UNCHANGED12512500%$5.3K$5.1K-$1412026-10-21
Rossby Financial, LCC
INCREASED113104+9+9%$4.4K$4.7K+$2532026-11-05
Assetmark, Inc
DECREASED104115-11-10%$4.9K$4.3K-$5832026-10-21
Investors Research Corp
INCREASED10049+51+104%$2.1K$4.1K+$2.0K2026-10-07
Latitude Advisors, LLC
NEW83—+83——$3.4K—2026-10-27
Capital Investment Advisory Services, LLC
UNCHANGED808000%$3.4K$3.3K-$912026-10-30
Evermay Wealth Management LLC
UNCHANGED747400%$3.1K$3.0K-$832026-11-05
TD Waterhouse Canada Inc.
INCREASED6459+5+8%$2.5K$2.7K+$1672026-10-16
Insight Inv LLC
INCREASED3029+1+3%$1.2K$1.2K+$82026-10-27
IFP Advisors, Inc
UNCHANGED232300%$973$947-$262026-10-16
Triumph Capital Management
UNCHANGED2200%$85$82-$32026-10-14
Altfest L J & Co Inc
CLOSED0179,776-179,776-100%$7.6M$0-$7.6M2026-10-27
Trek Financial, LLC
CLOSED0176,767-176,767-100%$7.5M$0-$7.5M2026-10-29
Integrated Advisors Network LLC
CLOSED088,866-88,866-100%$3.8M$0-$3.8M2026-10-20
FIG Financial Advisory Services Inc
CLOSED074,602-74,602-100%$3.2M$0-$3.2M2026-10-07
Wealthstar Advisors, LLC
CLOSED049,282-49,282-100%$2.1M$0-$2.1M2026-10-19
Fiduciary Alliance LLC
CLOSED028,008-28,008-100%$1.2M$0-$1.2M2026-10-13
Balboa Wealth Partners
CLOSED025,166-25,166-100%$1.1M$0-$1.1M2026-10-20
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CLOSED015,727-15,727-100%$665.4K$0-$665.4K2026-10-14
Clear Creek Financial Management, LLC
CLOSED015,307-15,307-100%$647.6K$0-$647.6K2026-10-28
Wakefield Asset Management Lllp
CLOSED012,389-12,389-100%$524.2K$0-$524.2K2026-11-05
WealthCare Asset Management, LLC
CLOSED06,244-6,244-100%$264.2K$0-$264.2K2026-10-26
Concord Asset Management, LLC
CLOSED06,211-6,211-100%$262.8K$0-$262.8K2026-11-02
Focused Alpha, LLC
CLOSED06,048-6,048-100%$255.9K$0-$255.9K2026-10-20
Y-Intercept (Hong Kong) Ltd
CLOSED05,002-5,002-100%$211.6K$0-$211.6K2026-10-16
Farmers & Merchants Investments Inc
CLOSED02,142-2,142-100%$90.6K$0-$90.6K2026-10-22
First Pacific Financial
CLOSED0417-417-100%$17.6K$0-$17.6K2026-10-14
Tucker Asset Management LLC
CLOSED0337-337-100%$14.3K$0-$14.3K2026-10-29
International Assets Investment Management, LLC
CLOSED091-91-100%$3.8K$0-$3.8K2026-11-02
Mountain Hill Investment Partners Corp.
CLOSED033-33-100%$1.4K$0-$1.4K2026-10-23
Key Capital Management, Inc
CLOSED033-33-100%$1.4K$0-$1.4K2026-11-03
Focus Partners Wealth
N/A—2,931,595-2,931,595-100%$124.0M———
Bank of America Corp
N/A—2,240,041-2,240,041-100%$94.8M———
LPL Financial LLC
N/A—2,032,593-2,032,593-100%$86.0M———
Morgan Stanley
N/A—1,918,907-1,918,907-100%$81.2M———
Wells Fargo & Company
N/A—1,167,917-1,167,917-100%$49.4M———
MML Investors Services, LLC
N/A—962,934-962,934-100%$40.7M———
Raymond James Financial Inc
N/A—512,061-512,061-100%$21.7M———
Advisory Services Network, LLC
N/A—480,676-480,676-100%$20.3M———
Osaic Holdings, Inc.
N/A—397,755-397,755-100%$16.8M———
Royal Bank of Canada
N/A—384,670-384,670-100%$16.3M———
Zurich Insurance Group Ltd
N/A—366,090-366,090-100%$15.5M———
Camarda Financial Advisors, LLC
N/A—342,521-342,521-100%$14.5M———
Equitable Holdings, Inc.
N/A—327,160-327,160-100%$13.8M———
Goldman Sachs Group Inc
N/A—323,922-323,922-100%$13.7M———
UBS Group AG
N/A—249,851-249,851-100%$10.6M———
Orion Porfolio Solutions, LLC
N/A—248,321-248,321-100%$10.5M———
BNP Paribas Financial Markets
N/A—207,437-207,437-100%$8.8M———
D. E. Shaw & Co., Inc.
N/A—176,664-176,664-100%$7.5M———
Sharp Wealth Advisory, LLC
N/A—171,282-171,282-100%$7.2M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—163,500-163,500-100%$6.9M———
Measured Wealth Private Client Group, LLC
N/A—161,440-161,440-100%$6.8M———
Stifel Financial Corp
N/A—147,562-147,562-100%$6.2M———
USA Financial Formulas
N/A—135,906-135,906-100%$5.8M———
Cetera Investment Advisers
N/A—132,366-132,366-100%$5.6M———
Baker Avenue Asset Management, LP
N/A—127,391-127,391-100%$5.4M———
Tower Research Capital LLC (TRC)
N/A—118,283-118,283-100%$5.0M———
Pgim Custom Harvest LLC
N/A—87,464-87,464-100%$3.7M———
Steward Partners Investment Advisory, LLC
N/A—85,806-85,806-100%$3.6M———
JPMorgan Chase & Co
N/A—78,586-78,586-100%$3.3M———
Jane Street Group, LLC
N/A—77,897-77,897-100%$3.3M———
Merit Financial Group, LLC
N/A—77,514-77,514-100%$3.3M———
Croban
N/A—75,844-75,844-100%$3.2M———
Destination Wealth Management
N/A—69,731-69,731-100%$3.0M———
Quadrature Capital Ltd
N/A—66,479-66,479-100%$2.8M———
Empowered Funds, LLC
N/A—65,346-65,346-100%$2.8M———
Sanctuary Advisors, LLC
N/A—56,115-56,115-100%$2.4M———
Centaurus Financial, Inc.
N/A—55,525-55,525-100%$2.3M———
Ameriprise Financial Inc
N/A—50,241-50,241-100%$2.1M———
GTS Securities LLC
N/A—48,247-48,247-100%$2.0M———
Bank of Montreal
N/A—42,676-42,676-100%$1.8M———
Envestnet Asset Management Inc
N/A—42,458-42,458-100%$1.8M———
ST Germain D J Co Inc
N/A—42,025-42,025-100%$1.8M———
HighTower Advisors, LLC
N/A—40,419-40,419-100%$1.7M———
LEE Johnson Capital Management, LLC
N/A—40,170-40,170-100%$1.7M———
IFG Advisory, LLC
N/A—39,857-39,857-100%$1.7M———
Rockefeller Capital Management L.P.
N/A—37,581-37,581-100%$1.6M———
Susquehanna International Group, LLP
N/A—33,174-33,174-100%$1.4M———
Captrust Financial Advisors
N/A—31,307-31,307-100%$1.3M———
SHP Wealth Management
N/A—31,169-31,169-100%$1.3M———
Jones Financial Companies Lllp
N/A—28,650-28,650-100%$1.2M———
GeoWealth Management, LLC
N/A—27,647-27,647-100%$1.2M———
Kesler, Norman & Wride, LLC
N/A—26,782-26,782-100%$1.1M———
Private Advisor Group, LLC
N/A—26,467-26,467-100%$1.1M———
Ausdal Financial Partners, Inc.
N/A—25,188-25,188-100%$1.1M———
Brendel Financial Advisors LLC
N/A—24,768-24,768-100%$1.0M———
Rothschild Wealth LLC
N/A—23,598-23,598-100%$998.4K———
Muirfield Wealth Advisors LLC
N/A—21,918-21,918-100%$927.4K———
Integrated Wealth Concepts LLC
N/A—21,739-21,739-100%$919.8K———
Harbour Investments, Inc.
N/A—20,321-20,321-100%$859.8K———
Baird Financial Group, Inc.
N/A—20,281-20,281-100%$858.1K———
Pathstone Holdings, LLC
N/A—19,611-19,611-100%$829.7K———
XTX Topco Ltd
N/A—19,609-19,609-100%$829.7K———
Astoria Portfolio Advisors Llc.
N/A—19,590-19,590-100%$828.9K———
Nikulski Financial, Inc.
N/A—18,833-18,833-100%$796.8K———
Tudor Investment Corp ET AL
N/A—18,533-18,533-100%$784.1K———
Fifth Third Bancorp
N/A—15,602-15,602-100%$660.1K———
Money Concepts Capital Corp
N/A—15,307-15,307-100%$647.6K———
KKM Financial LLC
N/A—14,983-14,983-100%$633.9K———
Snowden Capital Advisors LLC
N/A—14,450-14,450-100%$611.4K———
HRT Financial LP
N/A—14,031-14,031-100%$593.0K———
Stratos Investment Management, LLC
N/A—13,822-13,822-100%$584.8K———
Foundations Investment Advisors, LLC
N/A—12,915-12,915-100%$546.4K———
Beacon Pointe Advisors, LLC
N/A—12,581-12,581-100%$532.3K———
Kovack Advisors, Inc.
N/A—12,342-12,342-100%$515.9K———
J.W. Cole Advisors, Inc.
N/A—12,321-12,321-100%$521.3K———
Commerce Bank
N/A—10,502-10,502-100%$444.3K———
Flow Traders U.S. LLC
N/A—9,993-9,993-100%$423.0K———
Quantinno Capital Management LP
N/A—9,130-9,130-100%$386.3K———
Blair William & Co
N/A—8,778-8,778-100%$371.4K———
Arkadios Wealth Advisors
N/A—8,604-8,604-100%$364.0K———
Hexagon Capital Partners LLC
N/A—8,600-8,600-100%$363.9K———
Vigil Wealth Management, LLC
N/A—7,668-7,668-100%$324.4K———
Envestnet Portfolio Solutions, Inc.
N/A—6,795-6,795-100%$287.5K———
Belpointe Asset Management LLC
N/A—6,512-6,512-100%$275.6K———
Northwestern Mutual Wealth Management Co
N/A—6,157-6,157-100%$260.5K———
Benjamin Edwards Inc
N/A—6,086-6,086-100%$257.5K———
Freestone Capital Holdings, LLC
N/A—5,966-5,966-100%$252.4K———
Alpine Global Management, LLC
N/A—5,955-5,955-100%$252.0K———
Pacific Financial Group Inc
N/A—5,480-5,480-100%$231.9K———
Mutual Advisors, LLC
N/A—5,382-5,382-100%$227.7K———
Johnson Investment Counsel Inc
N/A—5,212-5,212-100%$220.5K———
FMR LLC
N/A—4,527-4,527-100%$191.6K———
Silver OAK Securities, Incorporated
N/A—4,194-4,194-100%$177.4K———
Arax Advisory Partners
N/A—4,000-4,000-100%$169.2K———
Global Retirement Partners, LLC
N/A—3,030-3,030-100%$128.2K———
Federation des caisses Desjardins du Quebec
N/A—2,935-2,935-100%$124.2K———
Strategic Wealth Partners, Ltd.
N/A—1,700-1,700-100%$71.9K———
BlackRock, Inc.
N/A—1,672-1,672-100%$70.7K———
Capital Advisor Network LLC
N/A—1,485-1,485-100%$62.8K———
Fourth Dimension Wealth, LLC
N/A—994-994-100%$42.1K———
Smartleaf Asset Management LLC
N/A—660-660-100%$28.0K———
AE Wealth Management LLC
N/A—500-500-100%$21.2K———
PNC Financial Services Group, Inc.
N/A—500-500-100%$21.2K———
Migdal Insurance & Financial Holdings Ltd.
N/A—495-495-100%$20.9K———
Godfrey Financial Associates, Inc.
N/A—425-425-100%$18.0K———
Fiduciary Financial Advisors
N/A—300-300-100%$12.7K———
Regatta Research & Money Management
N/A—240-240-100%$10.2K———
South Plains Financial, Inc.
N/A—215-215-100%$9.1K———
Boyd Watterson Asset Management LLC
N/A—150-150-100%$6.3K———
Huntington National Bank
N/A—127-127-100%$5.4K———
UBS Asset Management Americas LLC
N/A—100-100-100%$4.2K———
Corsicana & Co.
N/A—91-91-100%$3.9K———
O'shaughnessy Asset Management, LLC
N/A—88-88-100%$3.7K———
Nalls Sherbakoff Group, LLC
N/A—60-60-100%$2.5K———
Fortis Group Advisors, LLC
N/A—45-45-100%$1.9K———
Victory Capital Management Inc
N/A—41-41-100%$1.7K———
Whittier Trust Co
N/A—37-37-100%$1.5K———
Tidemark, LLC
N/A—26-26-100%$1.1K———
Ritter Daniher Financial Advisory LLC / de
N/A—17-17-100%$720———
Institute for Wealth Management, Llc.
N/A—17-17-100%$734———
Showing 224 of 224 institutions