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Ishares U.S. Healthcare ETF (IYH)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
AIA Group Ltd
NEW
Shares3,653,560
Change+3,653,560
Value$261.4M
Filed 2026-10-30
Oakworth Capital, Inc.
INCREASED
Shares609,904 from 609,679
Change+225 (+0%)
Value$43.6M (+$2.7M)
Filed 2026-10-26
Kestra Advisory Services, LLC
INCREASED
Shares430,280 from 420,482
Change+9,798 (+2%)
Value$30.8M (+$2.6M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares289,266 from 322,764
Change-33,498 (-10%)
Value$20.7M (-$928.5K)
Filed 2026-11-02
Horizon Wealth Management, LLC
NEW
Shares221,882
Change+221,882
Value$15.9M
Filed 2026-11-02
Park Avenue Securities LLC
INCREASED
Shares181,444 from 173,804
Change+7,640 (+4%)
Value$13.0K (-$11.6M)
Filed 2026-10-26
Concurrent Investment Advisors, LLC
INCREASED
Shares177,034 from 163,818
Change+13,216 (+8%)
Value$12.7M (+$1.7M)
Filed 2026-10-16
Three Seasons Wealth, LLC
NEW
Shares158,008
Change+158,008
Value$11.3M
Filed 2026-11-03
Consolidated Capital Management, LLC
INCREASED
Shares157,386 from 157,311
Change+75 (+0%)
Value$11.3M (+$721.2K)
Filed 2026-10-13
Arkansas Financial Group, Inc.
INCREASED
Shares156,284 from 156,064
Change+220 (+0%)
Value$11.2M (+$725.8K)
Filed 2026-10-26
Ninety One SA (PTY) Ltd
INCREASED
Shares152,155 from 102,200
Change+49,955 (+49%)
Value$11.0M (+$4.2M)
Filed 2026-10-15
SP Asset Management LLC
INCREASED
Shares102,463 from 102,390
Change+73 (+0%)
Value$7.3M (+$471.1K)
Filed 2026-11-05
True Private Wealth Advisors
NEW
Shares100,286
Change+100,286
Value$7.2M
Filed 2026-10-19
First Citizens Financial Corp
DECREASED
Shares92,342 from 92,717
Change-375 (0%)
Value$6.6M (+$395.0K)
Filed 2026-10-02
Gerald Baker Financial Group LLC
INCREASED
Shares80,522 from 79,533
Change+989 (+1%)
Value$5.8M (+$432.7K)
Filed 2026-10-09
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares76,206 from 84,602
Change-8,396 (-10%)
Value$5.5K (-$5.7M)
Filed 2026-11-02
Capital Investment Advisors, LLC
DECREASED
Shares67,113 from 68,063
Change-950 (-1%)
Value$4.8M (+$241.7K)
Filed 2026-10-22
Lighthouse Financial LLC
INCREASED
Shares64,026 from 63,024
Change+1,002 (+2%)
Value$4.6M (+$358.4K)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares61,005 from 52,744
Change+8,261 (+16%)
Value$4.3M (+$745.7K)
Filed 2026-10-13
Forte Asset Management LLC
DECREASED
Shares59,479 from 77,580
Change-18,101 (-23%)
Value$4.3M (-$942.4K)
Filed 2026-10-13
Truist Financial Corp
DECREASED
Shares55,217 from 56,535
Change-1,318 (-2%)
Value$4.0M (+$162.9K)
Filed 2026-10-30
Thrivent Financial for Lutherans
INCREASED
Shares53,022 from 52,020
Change+1,002 (+2%)
Value$3.3M (-$141.6K)
Filed 2026-11-05
Sowa Financial Group, Inc.
DECREASED
Shares50,640 from 55,039
Change-4,399 (-8%)
Value$3.6K (-$3.7M)
Filed 2026-10-26
Creative Planning
DECREASED
Shares46,999 from 50,058
Change-3,059 (-6%)
Value$3.4M (+$8.9K)
Filed 2026-11-02
Rainey & Randall Wealth Advisors Inc.
INCREASED
Shares46,830 from 46,017
Change+813 (+2%)
Value$3.4M (+$267.5K)
Filed 2026-10-26
Mine & Arao Wealth Creation & Management, Llc.
INCREASED
Shares46,157 from 44,401
Change+1,756 (+4%)
Value$3.3M (+$327.7K)
Filed 2026-10-29
J.W. Cole Advisors, Inc.
DECREASED
Shares42,559 from 42,844
Change-285 (-1%)
Value$3.0M (+$174.6K)
Filed 2026-11-05
Indivisible Partners
INCREASED
Shares41,395 from 14,539
Change+26,856 (+185%)
Value$3.0M (+$2.0M)
Filed 2026-10-26
Laurel Wealth Advisors LLC
DECREASED
Shares35,985 from 38,497
Change-2,512 (-7%)
Value$2.6M (-$4.6K)
Filed 2026-10-27
Castle Rock Wealth Management, LLC
NEW
Shares34,277
Change+34,277
Value$2.4M
Filed 2026-10-09
Essex LLC
DECREASED
Shares32,714 from 34,140
Change-1,426 (-4%)
Value$2.3M (+$53.3K)
Filed 2026-10-14
Independent Financial Group, LLC
INCREASED
Shares32,388 from 29,989
Change+2,399 (+8%)
Value$2.3M (+$308.1K)
Filed 2026-10-13
NWF Advisory Services Inc.
DECREASED
Shares32,299 from 32,437
Change-138 (0%)
Value$2.3M (+$137.7K)
Filed 2026-10-19
Quest 10 Wealth Builders, Inc.
DECREASED
Shares31,660 from 31,694
Change-34 (0%)
Value$2.2M (+$108.4K)
Filed 2026-11-02
MGO One Seven LLC
INCREASED
Shares29,840 from 29,712
Change+128 (+0%)
Value$2.1M (+$144.3K)
Filed 2026-10-28
Fifth Third Securities, Inc.
DECREASED
Shares28,916 from 29,587
Change-671 (-2%)
Value$2.1M (+$86.6K)
Filed 2026-10-21
AUA Capital Management, LLC
DECREASED
Shares28,648 from 29,093
Change-445 (-2%)
Value$2.1M (+$100.5K)
Filed 2026-10-15
Simplicity Wealth,LLC
DECREASED
Shares27,330 from 39,866
Change-12,536 (-31%)
Value$2.0M (-$715.7K)
Filed 2026-10-23
Corrado Advisors, LLC
INCREASED
Shares27,190 from 26,382
Change+808 (+3%)
Value$1.9M (+$177.9K)
Filed 2026-10-27
Davenport & Co LLC
DECREASED
Shares25,742 from 26,354
Change-612 (-2%)
Value$1.8M (+$76.1K)
Filed 2026-10-14
TD Waterhouse Canada Inc.
INCREASED
Shares25,082 from 23,911
Change+1,171 (+5%)
Value$1.8M (+$154.2K)
Filed 2026-10-16
US Bancorp \de\
DECREASED
Shares24,283 from 24,895
Change-612 (-2%)
Value$1.7M (+$65.2K)
Filed 2026-11-05
PW Nova Financial Services LLC
INCREASED
Shares24,143 from 5,005
Change+19,138 (+382%)
Value$1.7M (+$1.4M)
Filed 2026-10-15
Merkkuri Wealth Advisors LLC
INCREASED
Shares23,373 from 23,126
Change+247 (+1%)
Value$1.7M (+$122.9K)
Filed 2026-11-03
Kestra Private Wealth Services, LLC
INCREASED
Shares23,093 from 20,248
Change+2,845 (+14%)
Value$1.7M (+$295.7K)
Filed 2026-10-30
Lido Advisors, LLC
DECREASED
Shares21,685 from 21,998
Change-313 (-1%)
Value$1.6M (+$77.8K)
Filed 2026-11-04
Kennicott Capital Management LLC
UNCHANGED
Shares20,910 from 20,910
Change0 (0%)
Value$1.5M (+$95.1K)
Filed 2026-10-16
Citizens Financial Group Inc
INCREASED
Shares20,765 from 18,993
Change+1,772 (+9%)
Value$1.5M (+$213.3K)
Filed 2026-10-23
Prospera Financial Services Inc
INCREASED
Shares20,655 from 20,070
Change+585 (+3%)
Value$1.6M (+$262.3K)
Filed 2026-11-04
Sigma Planning Corp
DECREASED
Shares20,223 from 21,015
Change-792 (-4%)
Value$1.4M (+$39.0K)
Filed 2026-10-23
Climber Capital SA
INCREASED
Shares19,444 from 19,064
Change+380 (+2%)
Value$956.3K (+$39.1K)
Filed 2026-10-20
Banque Pictet & CIE SA
UNCHANGED
Shares19,088 from 19,088
Change0 (0%)
Value$1.4M (+$86.9K)
Filed 2026-10-16
Lakeshore Capital Group, Inc.
INCREASED
Shares18,898 from 18,139
Change+759 (+4%)
Value$1.4M (+$136.8K)
Filed 2026-10-20
Pinnacle Associates LTD
UNCHANGED
Shares17,392 from 17,392
Change0 (0%)
Value$1.2M (+$79.1K)
Filed 2026-10-20
Choreo, LLC
INCREASED
Shares17,180 from 12,652
Change+4,528 (+36%)
Value$1.2M (+$381.6K)
Filed 2026-10-28
Apella Capital, LLC
INCREASED
Shares17,096 from 16,709
Change+387 (+2%)
Value$1.2M (+$56.5K)
Filed 2026-10-08
Virtue Capital Management, LLC
DECREASED
Shares16,782 from 23,458
Change-6,676 (-28%)
Value$1.2M (-$371.0K)
Filed 2026-10-29
Asset One Wealth Management LLC
DECREASED
Shares16,380 from 16,533
Change-153 (-1%)
Value$1.2M (+$67.6K)
Filed 2026-11-02
KMG Fiduciary Partners, LLC
DECREASED
Shares16,255 from 16,345
Change-90 (-1%)
Value$1.2M (+$67.9K)
Filed 2026-10-14
My Personal CFO, LLC
UNCHANGED
Shares16,000 from 16,000
Change0 (0%)
Value$1.1M (+$72.8K)
Filed 2026-10-14
Silvia Mccoll Wealth Management, LLC
UNCHANGED
Shares15,800 from 15,800
Change0 (0%)
Value$1.1M (+$71.9K)
Filed 2026-10-07
VestGen Advisors, LLC
DECREASED
Shares15,238 from 17,426
Change-2,188 (-13%)
Value$1.1M (-$77.3K)
Filed 2026-10-27
Worth Financial Advisory Group, LLC
INCREASED
Shares15,105 from 15,002
Change+103 (+1%)
Value$1.1M (+$75.6K)
Filed 2026-10-19
Sovran Advisors, LLC
DECREASED
Shares15,078 from 15,279
Change-201 (-1%)
Value$1.2M (+$95.3K)
Filed 2026-11-02
Allen Investment Management, LLC
UNCHANGED
Shares15,039 from 15,039
Change0 (0%)
Value$1.1M (+$70.0K)
Filed 2026-11-03
Glass Jacobson Investment Advisors llc
DECREASED
Shares14,783 from 14,863
Change-80 (-1%)
Value$1.1M (+$61.9K)
Filed 2026-10-26
Glenview Trust Co
DECREASED
Shares13,899 from 14,393
Change-494 (-3%)
Value$994.6K (+$30.1K)
Filed 2026-10-28
Bond & Devick Financial Network, Inc.
INCREASED
Shares13,830 from 13,188
Change+642 (+5%)
Value$989.7K (+$105.9K)
Filed 2026-10-23
Tritonpoint Wealth, LLC
UNCHANGED
Shares13,625 from 13,625
Change0 (0%)
Value$975.0K (+$62.0K)
Filed 2026-10-19
Royal Fund Management, LLC
DECREASED
Shares13,621 from 13,806
Change-185 (-1%)
Value$974.7K (+$49.5K)
Filed 2026-10-22
Claro Advisors Inc.
DECREASED
Shares13,517 from 13,643
Change-126 (-1%)
Value$967.3K (+$53.1K)
Filed 2026-11-02
IFP Advisors, Inc
DECREASED
Shares13,503 from 14,566
Change-1,063 (-7%)
Value$966.3K (-$9.8K)
Filed 2026-10-16
High Point Wealth Management, LLC
INCREASED
Shares13,447 from 13,414
Change+33 (+0%)
Value$962.3K (+$63.4K)
Filed 2026-11-05
Focused Alpha, LLC
DECREASED
Shares13,166 from 13,196
Change-30 (0%)
Value$942.2K (+$57.9K)
Filed 2026-10-20
Sowell Financial Services LLC
UNCHANGED
Shares12,568 from 12,568
Change0 (0%)
Value$899.4K (+$57.2K)
Filed 2026-10-23
Commonwealth Financial Services, LLC
NEW
Shares12,485
Change+12,485
Value$893.4K
Filed 2026-10-20
Laurel OAK Wealth Management, LLC
DECREASED
Shares12,471 from 12,596
Change-125 (-1%)
Value$892.4K (+$48.4K)
Filed 2026-10-19
Axxcess Wealth Management, LLC
DECREASED
Shares11,253 from 11,453
Change-200 (-2%)
Value$805.3K (+$37.8K)
Filed 2026-10-21
Wesbanco Bank Inc
DECREASED
Shares11,252 from 15,625
Change-4,373 (-28%)
Value$805.2K (-$241.8K)
Filed 2026-11-04
Asempa Wealth Advisors
INCREASED
Shares11,028 from 11,022
Change+6 (+0%)
Value$776.4K (+$37.8K)
Filed 2026-10-07
Compass Financial Management LLC
DECREASED
Shares10,910 from 10,924
Change-14 (0%)
Value$780.7K (+$36.3K)
Filed 2026-10-30
GFS Advisors, LLC
INCREASED
Shares10,500 from 2,800
Change+7,700 (+275%)
Value$751.0K (-$420.3K)
Filed 2026-11-03
CFM Wealth Partners LLC
UNCHANGED
Shares10,060 from 10,060
Change0 (0%)
Value$719.9K (+$45.8K)
Filed 2026-11-05
Oppenheimer & Co Inc
DECREASED
Shares10,040 from 10,062
Change-22 (0%)
Value$718.5K (+$44.2K)
Filed 2026-10-26
Advisor Resource Council
INCREASED
Shares9,942 from 7,003
Change+2,939 (+42%)
Value$705.0K (+$224.8K)
Filed 2026-11-05
American State Bank (Iowa)
UNCHANGED
Shares9,915 from 9,915
Change0 (0%)
Value$709.5K (+$45.1K)
Filed 2026-11-03
Carnegie Investment Counsel
INCREASED
Shares9,455 from 9,370
Change+85 (+1%)
Value$676.6K (+$48.7K)
Filed 2026-10-20
Central Valley Advisors, LLC
DECREASED
Shares9,364 from 11,085
Change-1,721 (-16%)
Value$670.1K (-$72.7K)
Filed 2026-10-27
Ferguson Wellman Capital Management, Inc
UNCHANGED
Shares9,320 from 9,320
Change0 (0%)
Value$666.9K (+$42.4K)
Filed 2026-10-05
Patriot Investment Management Group, Inc.
UNCHANGED
Shares9,316 from 9,316
Change0 (0%)
Value$666.7K (+$42.4K)
Filed 2026-10-15
Daymark Wealth Partners, LLC
INCREASED
Shares9,233 from 9,231
Change+2 (+0%)
Value$660.7K (+$42.2K)
Filed 2026-11-04
First Citizens Bank & Trust Co
UNCHANGED
Shares9,175 from 9,175
Change0 (0%)
Value$656.6K (+$41.7K)
Filed 2026-10-14
Acropolis Investment Management, LLC
DECREASED
Shares9,060 from 9,070
Change-10 (0%)
Value$648.3K (+$40.6K)
Filed 2026-10-08
Fifth Third Bancorp
INCREASED
Shares9,040 from 8,203
Change+837 (+10%)
Value$646.9K (+$97.2K)
Filed 2026-11-05
Prime Capital Investment Advisors, LLC
INCREASED
Shares8,609 from 8,589
Change+20 (+0%)
Value$616.0K (+$40.5K)
Filed 2026-10-20
Apollon Wealth Management, LLC
DECREASED
Shares8,442 from 8,534
Change-92 (-1%)
Value$604.1K (+$32.3K)
Filed 2026-10-23
Retirement Planning Group, LLC
UNCHANGED
Shares8,432 from 8,432
Change0 (0%)
Value$603.4K (+$38.4K)
Filed 2026-10-19
Farther Finance Advisors, LLC
DECREASED
Shares8,242 from 11,628
Change-3,386 (-29%)
Value$589.8K (-$189.9K)
Filed 2026-10-08
Signature Estate & Investment Advisors LLC
DECREASED
Shares8,110 from 9,596
Change-1,486 (-15%)
Value$580.3K (-$62.7K)
Filed 2026-10-13
Finley Financial, LLC
UNCHANGED
Shares8,025 from 8,025
Change0 (0%)
Value$565.0K (+$27.2K)
Filed 2026-10-28
Sage Capital Management, LLC
INCREASED
Shares7,788 from 7,768
Change+20 (+0%)
Value$557.3K (+$36.8K)
Filed 2026-10-20
Harbor Investment Advisory, LLC
DECREASED
Shares7,700 from 7,835
Change-135 (-2%)
Value$551.0K (+$26.0K)
Filed 2026-10-13
Procyon Advisors, LLC
DECREASED
Shares7,466 from 7,478
Change-12 (0%)
Value$534.3K (+$33.2K)
Filed 2026-10-21
Archer Investment Corp
UNCHANGED
Shares7,371 from 7,371
Change0 (0%)
Value$527.5K (+$33.6K)
Filed 2026-11-05
Perigon Wealth Management, LLC
DECREASED
Shares7,084 from 7,129
Change-45 (-1%)
Value$506.9K (+$29.2K)
Filed 2026-10-22
Alterna Wealth Management, Inc
UNCHANGED
Shares7,055 from 7,055
Change0 (0%)
Value$504.9K (+$32.1K)
Filed 2026-10-27
MRA Advisory Group
INCREASED
Shares6,939 from 6,935
Change+4 (+0%)
Value$496.6K (+$31.9K)
Filed 2026-10-07
Weaver Consulting Group
UNCHANGED
Shares6,838 from 6,838
Change0 (0%)
Value$489.3K (+$31.1K)
Filed 2026-10-07
SAX Wealth Advisors, LLC
INCREASED
Shares6,804 from 6,497
Change+307 (+5%)
Value$486.9K (+$86.4K)
Filed 2026-10-13
Manchester Capital Management LLC
UNCHANGED
Shares6,665 from 6,665
Change0 (0%)
Value$476.9K (+$30.3K)
Filed 2026-10-22
Kelsey Financial, LLC
UNCHANGED
Shares6,500 from 6,500
Change0 (0%)
Value$465.1K (+$29.6K)
Filed 2026-10-28
TSG Advice Partners, LLC
NEW
Shares6,472
Change+6,472
Value$433.7K
Filed 2026-10-29
Armor Investment Advisors, LLC
UNCHANGED
Shares6,464 from 6,464
Change0 (0%)
Value$462.6K (+$29.4K)
Filed 2026-10-27
North Star Investment Management Corp.
UNCHANGED
Shares6,105 from 6,105
Change0 (0%)
Value$436.9K (+$27.8K)
Filed 2026-10-27
Millennium Capital Advisors, LLC
UNCHANGED
Shares6,100 from 6,100
Change0 (0%)
Value$436.5K (+$27.8K)
Filed 2026-10-16
Advisors Management Group Inc
UNCHANGED
Shares6,076 from 6,076
Change0 (0%)
Value$434.0K (+$27.0K)
Filed 2026-11-05
Visionary Wealth Advisors
UNCHANGED
Shares5,932 from 5,932
Change0 (0%)
Value$424.5K (+$27.0K)
Filed 2026-11-04
Summit Wealth Group LLC / Co
INCREASED
Shares5,889 from 5,873
Change+16 (+0%)
Value$421.4K (+$27.8K)
Filed 2026-10-29
Meridian Wealth Management, LLC
INCREASED
Shares5,788 from 5,785
Change+3 (+0%)
Value$414.2K (+$26.5K)
Filed 2026-11-05
Parallel Advisors, LLC
INCREASED
Shares5,780 from 3,815
Change+1,965 (+52%)
Value$413.6K (+$157.9K)
Filed 2026-11-03
Savant Capital, LLC
INCREASED
Shares5,779 from 4,492
Change+1,287 (+29%)
Value$413.6K (+$111.8K)
Filed 2026-11-06
Evergreen Capital Management LLC
UNCHANGED
Shares5,652 from 5,652
Change0 (0%)
Value$404.5K (+$25.7K)
Filed 2026-10-23
Clifford Swan Investment Counsel LLC
UNCHANGED
Shares5,647 from 5,647
Change0 (0%)
Value$404.1K (+$25.7K)
Filed 2026-11-05
Sierra Summit Advisors LLC
UNCHANGED
Shares5,639 from 5,639
Change0 (0%)
Value$403.5K (+$25.7K)
Filed 2026-10-28
Badgley Phelps Wealth Managers, LLC
UNCHANGED
Shares5,526 from 5,526
Change0 (0%)
Value$395.4K (+$25.1K)
Filed 2026-10-22
Forvis Mazars Wealth Advisors, LLC
UNCHANGED
Shares5,500 from 5,500
Change0 (0%)
Value$393.6K (+$25.0K)
Filed 2026-10-13
Colorado Capital Management, Inc.
UNCHANGED
Shares5,455 from 5,455
Change0 (0%)
Value$390 (+$24)
Filed 2026-10-15
Principle Wealth Partners LLC
UNCHANGED
Shares5,435 from 5,435
Change0 (0%)
Value$388.9K (+$24.7K)
Filed 2026-11-02
First United Bank & Trust
DECREASED
Shares5,432 from 5,612
Change-180 (-3%)
Value$388.7K (+$12.7K)
Filed 2026-10-22
August Group Capital Ltd
UNCHANGED
Shares5,429 from 5,429
Change0 (0%)
Value$388.5K (+$24.7K)
Filed 2026-10-14
TPG Advisors LLC
UNCHANGED
Shares5,375 from 5,375
Change0 (0%)
Value$384.6K (+$24.5K)
Filed 2026-10-16
Ignite Planners, LLC
INCREASED
Shares5,219 from 5,211
Change+8 (+0%)
Value$373.4K (+$24.2K)
Filed 2026-10-14
Global Assets Advisory, LLC
NEW
Shares5,163
Change+5,163
Value$365.4K
Filed 2026-10-28
Smith Chas P & Associates PA Cpas
INCREASED
Shares5,154 from 4,653
Change+501 (+11%)
Value$382.5K (+$70.7K)
Filed 2026-10-22
Bailard, Inc.
UNCHANGED
Shares5,150 from 5,150
Change0 (0%)
Value$368.5K (+$23.4K)
Filed 2026-10-13
Arbor Investment Advisors, LLC
INCREASED
Shares5,142 from 4,780
Change+362 (+8%)
Value$368.0K (+$47.7K)
Filed 2026-10-26
Whitener Capital Management, Inc.
INCREASED
Shares5,111 from 4,566
Change+545 (+12%)
Value$365.7K (+$59.8K)
Filed 2026-10-15
HB Wealth Management, LLC
DECREASED
Shares5,074 from 5,634
Change-560 (-10%)
Value$363.1K (-$14.4K)
Filed 2026-10-23
Congress Asset Management Co
NEW
Shares5,068
Change+5,068
Value$362.7K
Filed 2026-10-06
Larson Financial Group LLC
DECREASED
Shares5,064 from 5,614
Change-550 (-10%)
Value$362.4K (-$13.8K)
Filed 2026-11-05
Burton Enright Welch
NEW
Shares5,000
Change+5,000
Value$357.8K
Filed 2026-11-04
Roof Eidam Maycock Peralta, LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$357.8K (+$22.8K)
Filed 2026-10-15
BFI Infinity Ltd.
NEW
Shares4,913
Change+4,913
Value$353.6K
Filed 2026-10-16
TritonPoint Partners, LLC
DECREASED
Shares4,899 from 13,794
Change-8,895 (-64%)
Value$350.6K (-$573.7K)
Filed 2026-11-05
Graves Light Lenhart Wealth, Inc.
UNCHANGED
Shares4,879 from 4,879
Change0 (0%)
Value$349.1K (+$22.2K)
Filed 2026-10-09
Chicago Partners Investment Group LLC
DECREASED
Shares4,844 from 4,853
Change-9 (0%)
Value$365.2K (+$35.4K)
Filed 2026-10-27
Midwest Trust Co
DECREASED
Shares4,825 from 4,875
Change-50 (-1%)
Value$345.3K (+$18.6K)
Filed 2026-10-22
Courier Capital LLC
UNCHANGED
Shares4,811 from 4,811
Change0 (0%)
Value$344.3K (+$21.9K)
Filed 2026-10-19
Continuum Wealth Advisors, LLC
UNCHANGED
Shares4,782 from 4,782
Change0 (0%)
Value$342.2K (+$21.8K)
Filed 2026-10-20
Focus Financial Network, Inc.
DECREASED
Shares4,767 from 4,866
Change-99 (-2%)
Value$341.1K (+$15.1K)
Filed 2026-10-14
Vise Technologies, Inc.
NEW
Shares4,765
Change+4,765
Value$341.0K
Filed 2026-10-29
Mesirow Financial Investment Management, Inc.
DECREASED
Shares4,693 from 4,723
Change-30 (-1%)
Value$335.8K (+$19.3K)
Filed 2026-11-05
Redwood Financial Network Corp
DECREASED
Shares4,617 from 5,144
Change-527 (-10%)
Value$330.4K (-$14.3K)
Filed 2026-11-03
Lazari Capital Management, Inc.
DECREASED
Shares4,604 from 4,706
Change-102 (-2%)
Value$329.5K (+$14.1K)
Filed 2026-10-20
CoreCap Advisors, LLC
DECREASED
Shares4,595 from 4,801
Change-206 (-4%)
Value$328.8K (+$7.1K)
Filed 2026-10-08
Christensen, King & Associates Investment Services, Inc.
DECREASED
Shares4,585 from 5,111
Change-526 (-10%)
Value$328.1K (-$14.4K)
Filed 2026-10-22
Milestones Private Investment Advisors LLC
DECREASED
Shares4,474 from 4,679
Change-205 (-4%)
Value$320.2K (+$6.6K)
Filed 2026-10-19
Stronghold Wealth Management L.L.C.
UNCHANGED
Shares4,466 from 4,466
Change0 (0%)
Value$319.6K (+$20.3K)
Filed 2026-10-16
LJI Wealth Management, LLC
DECREASED
Shares4,454 from 4,849
Change-395 (-8%)
Value$318.7K (-$6.2K)
Filed 2026-10-28
D.A. Davidson & Co.
DECREASED
Shares4,429 from 4,475
Change-46 (-1%)
Value$317.0K (+$17.1K)
Filed 2026-10-28
Sharper & Granite LLC
UNCHANGED
Shares4,375 from 4,375
Change0 (0%)
Value$269.7K (-$23.5K)
Filed 2026-11-02
Baker Avenue Asset Management, LP
UNCHANGED
Shares4,300 from 4,300
Change0 (0%)
Value$307.7K (+$19.6K)
Filed 2026-11-06
Endeavor Private Wealth, Inc.
INCREASED
Shares4,284 from 3,919
Change+365 (+9%)
Value$306.6K (+$44.0K)
Filed 2026-11-05
Legacy Advisors, LLC
UNCHANGED
Shares4,250 from 4,250
Change0 (0%)
Value$304.1K (+$19.3K)
Filed 2026-10-19
Capital Investment Advisory Services, LLC
DECREASED
Shares4,244 from 4,312
Change-68 (-2%)
Value$303.7K (+$14.8K)
Filed 2026-10-30
Key Client Fiduciary Advisors, LLC
DECREASED
Shares4,235 from 4,515
Change-280 (-6%)
Value$303.0K (+$482)
Filed 2026-10-19
Certuity, LLC
UNCHANGED
Shares4,215 from 4,215
Change0 (0%)
Value$301.6K (+$19.2K)
Filed 2026-11-02
First Merchants Corp
UNCHANGED
Shares4,169 from 4,169
Change0 (0%)
Value$298.3K (+$19.0K)
Filed 2026-10-15
Sunburst Financial Group, LLC
DECREASED
Shares4,037 from 4,128
Change-91 (-2%)
Value$288.9K (+$12.3K)
Filed 2026-10-09
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares4,020 from 4,545
Change-525 (-12%)
Value$287.7K (-$16.9K)
Filed 2026-10-14
Modera Wealth Management, LLC
UNCHANGED
Shares4,018 from 4,018
Change0 (0%)
Value$287.5K (+$18.3K)
Filed 2026-10-28
Creative Financial Designs Inc
INCREASED
Shares4,016 from 1,400
Change+2,616 (+187%)
Value$287.4K (+$193.5K)
Filed 2026-11-04
Karnit Road Accident Victims Compensation Fund
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$286.2K (+$18.2K)
Filed 2026-11-04
Sonata Capital Group Inc
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$286.2K (+$18.2K)
Filed 2026-10-19
Elevation Point Wealth Partners, LLC
NEW
Shares3,922
Change+3,922
Value$280.7K
Filed 2026-11-05
Strategic Advocates LLC
INCREASED
Shares3,874 from 3,866
Change+8 (+0%)
Value$277.2K (+$18.2K)
Filed 2026-11-03
Joseph P. Lucia & Associates, LLC
UNCHANGED
Shares3,870 from 3,870
Change0 (0%)
Value$276.9K (+$17.6K)
Filed 2026-10-30
Brookstone Capital Management
NEW
Shares3,838
Change+3,838
Value$274.7K
Filed 2026-10-22
JFS Wealth Advisors, LLC
UNCHANGED
Shares3,815 from 3,815
Change0 (0%)
Value$273.0K (+$17.4K)
Filed 2026-11-03
Harbour Trust & Investment Management Co
UNCHANGED
Shares3,750 from 3,750
Change0 (0%)
Value$268.4K (+$17.1K)
Filed 2026-10-28
Narwhal Capital Management
UNCHANGED
Shares3,750 from 3,750
Change0 (0%)
Value$268.4K (+$17.1K)
Filed 2026-11-04
Atlas Brown,Inc.
INCREASED
Shares3,749 from 3,637
Change+112 (+3%)
Value$268.3K (+$24.6K)
Filed 2026-10-09
AlphaCore Capital LLC
UNCHANGED
Shares3,684 from 3,684
Change0 (0%)
Value$263.7K (+$16.8K)
Filed 2026-11-04
Kaydan Wealth Management, Inc.
UNCHANGED
Shares3,681 from 3,681
Change0 (0%)
Value$263.4K (+$16.8K)
Filed 2026-10-08
True Freedom Investing, LLC
NEW
Shares3,654
Change+3,654
Value$261.5K
Filed 2026-10-29
Argyle Capital Partners, LLC
UNCHANGED
Shares3,653 from 3,653
Change0 (0%)
Value$261.4K (+$16.7K)
Filed 2026-10-23
KCM Investment Advisors LLC
UNCHANGED
Shares3,650 from 3,650
Change0 (0%)
Value$261.2K (+$16.6K)
Filed 2026-10-27
Patten & Patten Inc
UNCHANGED
Shares3,650 from 3,650
Change0 (0%)
Value$261.2K (+$16.6K)
Filed 2026-10-26
Csenge Advisory Group
INCREASED
Shares3,602 from 3,593
Change+9 (+0%)
Value$257.8K (+$17.0K)
Filed 2026-11-04
Rhodes Investment Advisors Inc
NEW
Shares3,525
Change+3,525
Value$252.2K
Filed 2026-10-07
International Assets Investment Management, LLC
DECREASED
Shares3,504 from 3,671
Change-167 (-5%)
Value$246.7K (-$916)
Filed 2026-11-02
Guidance Point Advisors, LLC
INCREASED
Shares3,466 from 3,462
Change+4 (+0%)
Value$248.1K (+$16.1K)
Filed 2026-10-15
Winter & Associates, Inc.
NEW
Shares3,418
Change+3,418
Value$258.1K
Filed 2026-10-23
First Heartland Consultants, Inc.
DECREASED
Shares3,376 from 6,113
Change-2,737 (-45%)
Value$241.6K (-$168.1K)
Filed 2026-10-08
Pavion Blue Capital, LLC
UNCHANGED
Shares3,350 from 3,350
Change0 (0%)
Value$239.7K (+$15.2K)
Filed 2026-11-05
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares3,335 from 3,335
Change0 (0%)
Value$238.7K (+$15.2K)
Filed 2026-11-04
Blackston Financial Advisory Group, LLC
DECREASED
Shares3,311 from 4,180
Change-869 (-21%)
Value$236.9K (-$43.2K)
Filed 2026-11-04
Apollon Financial, LLC
DECREASED
Shares3,310 from 3,600
Change-290 (-8%)
Value$236.9K (-$4.4K)
Filed 2026-10-23
StoneX Group Inc.
NEW
Shares3,305
Change+3,305
Value$236.5K
Filed 2026-11-03
Pinnacle Wealth Management Advisory Group, LLC
UNCHANGED
Shares3,292 from 3,292
Change0 (0%)
Value$235.6K (+$15.0K)
Filed 2026-10-23
Cornerstone Wealth Management, LLC
DECREASED
Shares3,288 from 3,406
Change-118 (-3%)
Value$235.3K (+$7.1K)
Filed 2026-11-04
Sanchez Gaunt Capital Management, LLC
UNCHANGED
Shares3,260 from 3,260
Change0 (0%)
Value$233.3K (+$14.8K)
Filed 2026-11-03
Keystone Wealth Services, LLC
UNCHANGED
Shares3,260 from 3,260
Change0 (0%)
Value$236.1K (+$17.6K)
Filed 2026-11-03
GEM Asset Management, LLC
INCREASED
Shares3,253 from 3,246
Change+7 (+0%)
Value$232.8K (+$15.2K)
Filed 2026-10-13
Diversify Wealth Management, LLC
NEW
Shares3,246
Change+3,246
Value$241.8K
Filed 2026-10-20
Diversify Advisory Services, LLC
NEW
Shares3,246
Change+3,246
Value$241.8K
Filed 2026-10-20
Compound Planning, Inc.
UNCHANGED
Shares3,244 from 3,244
Change0 (0%)
Value$232.2K (+$14.8K)
Filed 2026-11-05
Samalin Investment Counsel, LLC
INCREASED
Shares3,231 from 3,223
Change+8 (+0%)
Value$231.2K (+$15.3K)
Filed 2026-10-23
Valeo Financial Advisors, LLC
INCREASED
Shares3,091 from 3,086
Change+5 (+0%)
Value$221.2K (+$14.4K)
Filed 2026-10-08
Capital Squared Financial LLC
INCREASED
Shares3,063 from 3,055
Change+8 (+0%)
Value$219.2K (+$14.5K)
Filed 2026-10-30
Cdkv Holdings LLC
INCREASED
Shares3,028 from 1,928
Change+1,100 (+57%)
Value$216.7K (+$87.5K)
Filed 2026-10-28
Cadent Capital Advisors, LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$214.7K (+$13.7K)
Filed 2026-10-09
Financial Management Network Inc
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$211.2K (+$7.8K)
Filed 2026-10-09
Promethium Advisors,llc
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$214.7K (+$13.7K)
Filed 2026-10-19
Fifth Third Wealth Advisors LLC
NEW
Shares2,896
Change+2,896
Value$207.2K
Filed 2026-10-22
Websterrogers Financial Advisors, LLC
NEW
Shares2,863
Change+2,863
Value$204.9K
Filed 2026-11-02
Partners Wealth Management, LLC
NEW
Shares2,858
Change+2,858
Value$204.5K
Filed 2026-10-28
Retirement Planning Co of New England, Inc.
NEW
Shares2,856
Change+2,856
Value$204.3K
Filed 2026-10-15
Almanack Investment Partners, Llc.
DECREASED
Shares2,855 from 3,155
Change-300 (-10%)
Value$204.3K (-$7.1K)
Filed 2026-11-03
Center for Wealth Management Advisory
NEW
Shares2,820
Change+2,820
Value$201.8K
Filed 2026-10-23
Caldwell Trust Co
UNCHANGED
Shares2,720 from 2,720
Change0 (0%)
Value$194.6K (+$12.4K)
Filed 2026-10-30
Spire Wealth Management
DECREASED
Shares2,629 from 4,940
Change-2,311 (-47%)
Value$188.1K (-$142.9K)
Filed 2026-10-30
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares2,375 from 2,375
Change0 (0%)
Value$170.0K (+$10.8K)
Filed 2026-10-20
Sage Mountain Advisors LLC
UNCHANGED
Shares2,300 from 2,300
Change0 (0%)
Value$164.6K (+$10.5K)
Filed 2026-11-02
BigSur Wealth Management LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$143.1K (+$9.1K)
Filed 2026-10-13
Accordant Advisory Group Inc
UNCHANGED
Shares1,940 from 1,940
Change0 (0%)
Value$138.8K (+$8.8K)
Filed 2026-10-29
Key FInancial Inc
INCREASED
Shares1,869 from 1,865
Change+4 (+0%)
Value$133.8K (+$8.8K)
Filed 2026-11-02
Jacobi Capital Management LLC
NEW
Shares1,664
Change+1,664
Value$119.1K
Filed 2026-11-05
MTM Investment Management, LLC
UNCHANGED
Shares1,625 from 1,625
Change0 (0%)
Value$116.3K (+$7.4K)
Filed 2026-10-30
Wilmington Savings Fund Society, FSB
DECREASED
Shares1,580 from 1,620
Change-40 (-2%)
Value$113.1K (+$4.5K)
Filed 2026-10-23
Assetmark, Inc
UNCHANGED
Shares1,481 from 1,481
Change0 (0%)
Value$106.0K (+$6.7K)
Filed 2026-10-21
Signaturefd, LLC
INCREASED
Shares1,379 from 648
Change+731 (+113%)
Value$98.7K (+$55.3K)
Filed 2026-10-23
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares1,350 from 1,350
Change0 (0%)
Value$96.6K (+$6.1K)
Filed 2026-10-16
Central Trust Co
UNCHANGED
Shares1,285 from 1,285
Change0 (0%)
Value$92.0K (+$5.8K)
Filed 2026-11-05
Lanark Financial, Inc.
INCREASED
Shares1,282 from 1,266
Change+16 (+1%)
Value$91.7K (+$6.9K)
Filed 2026-10-26
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$89.5K (+$5.7K)
Filed 2026-10-23
Transce3nd, LLC
NEW
Shares1,187
Change+1,187
Value$89.3K
Filed 2026-10-26
NBH Bank
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$78.7K (+$5.0K)
Filed 2026-11-05
Nfsg Corp
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$78.7K (+$5.0K)
Filed 2026-10-15
Triumph Capital Management
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$71.6K (+$4.6K)
Filed 2026-10-14
Realta Investment Advisors
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$71.6K (+$4.6K)
Filed 2026-10-14
Davis Capital Management
DECREASED
Shares985 from 1,000
Change-15 (-1%)
Value$70.5K (+$3.5K)
Filed 2026-10-08
Allspring Global Investments Holdings, LLC
NEW
Shares880
Change+880
Value$62.0K
Filed 2026-11-04
Private Trust Co NA
INCREASED
Shares871 from 67
Change+804 (+1200%)
Value$62.3K (+$57.8K)
Filed 2026-10-20
First Horizon Corp
UNCHANGED
Shares870 from 870
Change0 (0%)
Value$62.3K (+$4.0K)
Filed 2026-10-26
KFG LLC
NEW
Shares850
Change+850
Value$60.8K
Filed 2026-11-02
Ashton Thomas Private Wealth, LLC
DECREASED
Shares820 from 1,099
Change-279 (-25%)
Value$58.7K (-$15.0K)
Filed 2026-11-03
Entrust Financial LLC
INCREASED
Shares773 from 772
Change+1 (+0%)
Value$55.3K (+$3.6K)
Filed 2026-11-04
Flagship Wealth Advisors, LLC
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$53.7K (+$3.4K)
Filed 2026-11-03
Signature Equity Partners, LLC
INCREASED
Shares724 from 722
Change+2 (+0%)
Value$51.8K (+$3.4K)
Filed 2026-10-29
Duncker Streett & Co Inc
UNCHANGED
Shares658 from 658
Change0 (0%)
Value$47.1K (+$3.0K)
Filed 2026-10-27
Westside Investment Management, Inc.
INCREASED
Shares600 from 450
Change+150 (+33%)
Value$42.9K (+$12.8K)
Filed 2026-11-02
Community Financial Services Group, LLC
UNCHANGED
Shares595 from 595
Change0 (0%)
Value$41.9K (+$1.8K)
Filed 2026-10-15
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares585 from 585
Change0 (0%)
Value$42.0K (+$3.0K)
Filed 2026-11-04
Compass Wealth Management LLC
NEW
Shares575
Change+575
Value$41.1K
Filed 2026-10-22
Evermay Wealth Management LLC
UNCHANGED
Shares560 from 560
Change0 (0%)
Value$40.1K (+$2.5K)
Filed 2026-11-05
Old Second National Bank of Aurora
UNCHANGED
Shares545 from 545
Change0 (0%)
Value$39.0K (+$2.5K)
Filed 2026-10-22
Financial Perspectives, Inc
UNCHANGED
Shares529 from 529
Change0 (0%)
Value$37.9K (+$2.4K)
Filed 2026-11-03
Murphy & Mullick Capital Management Corp
INCREASED
Shares520 from 518
Change+2 (+0%)
Value$37.2K (+$2.5K)
Filed 2026-11-02
Cape Investment Advisory, Inc.
UNCHANGED
Shares511 from 511
Change0 (0%)
Value$36.6K (+$2.3K)
Filed 2026-10-13
Montag A & Associates Inc
DECREASED
Shares500 from 10,000
Change-9,500 (-95%)
Value$35.8K (-$634.3K)
Filed 2026-10-29
RMG Wealth Management LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$38.0K (+$2.4K)
Filed 2026-10-26
Beutel, Goodman & Co Ltd.
UNCHANGED
Shares460 from 460
Change0 (0%)
Value$32 (+$2)
Filed 2026-11-04
Mather Group, Llc.
DECREASED
Shares455 from 889
Change-434 (-49%)
Value$32.6K (-$27.0K)
Filed 2026-10-14
Hilltop National Bank
UNCHANGED
Shares425 from 425
Change0 (0%)
Value$30.4K (+$1.9K)
Filed 2026-10-14
EverSource Wealth Advisors, LLC
DECREASED
Shares387 from 986
Change-599 (-61%)
Value$27.7K (-$38.4K)
Filed 2026-11-04
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$26.8K (+$1.7K)
Filed 2026-10-15
Fairscale Capital, LLC
UNCHANGED
Shares339 from 339
Change0 (0%)
Value$26.4K (+$3.7K)
Filed 2026-11-04
GGM Financial LLC
UNCHANGED
Shares322 from 322
Change0 (0%)
Value$23.1K (+$1.5K)
Filed 2026-11-05
Country Trust Bank
INCREASED
Shares315 from 250
Change+65 (+26%)
Value$22.5K (+$5.8K)
Filed 2026-10-30
North Point Portfolio Managers Corp
NEW
Shares300
Change+300
Value$21.5K
Filed 2026-10-07
Arlington Trust Co LLC
UNCHANGED
Shares280 from 280
Change0 (0%)
Value$20.0K (+$1.3K)
Filed 2026-10-20
Independence Bank of Kentucky
UNCHANGED
Shares270 from 270
Change0 (0%)
Value$19.3K (+$1.2K)
Filed 2026-10-26
Hartford Financial Management Inc.
UNCHANGED
Shares255 from 255
Change0 (0%)
Value$18.3K (+$1.2K)
Filed 2026-10-21
BankChampaign, National Association
UNCHANGED
Shares252 from 252
Change0 (0%)
Value$18.0K (+$1.1K)
Filed 2026-10-19
CX Institutional
DECREASED
Shares240 from 260
Change-20 (-8%)
Value$17 ($0)
Filed 2026-10-02
Tompkins Financial Corp
UNCHANGED
Shares220 from 220
Change0 (0%)
Value$15.7K (+$1.0K)
Filed 2026-10-05
Rydar Equities, Inc.
NEW
Shares182
Change+182
Value$13.0K
Filed 2026-10-13
Nova Financial LLC
NEW
Shares177
Change+177
Value$12.7K
Filed 2026-11-04
Blue Trust, Inc.
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$12.5K (+$796)
Filed 2026-10-15
Pacifica Partners Inc.
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$11.3K (+$190)
Filed 2026-10-09
Winthrop Capital Management, LLC
UNCHANGED
Shares154 from 154
Change0 (0%)
Value$11.0K (+$11.0K)
Filed 2026-11-05
Rossby Financial, LCC
NEW
Shares150
Change+150
Value$10.7K
Filed 2026-11-05
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares142 from 142
Change0 (0%)
Value$10.2K (+$674)
Filed 2026-10-28
Balance Wealth Partners LLC
NEW
Shares132
Change+132
Value$9.4K
Filed 2026-10-27
Asset Dedication, LLC
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$8.2K (+$523)
Filed 2026-11-03
Physician Wealth Advisors, Inc.
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$8.2K (+$523)
Filed 2026-10-20
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$7.2K (+$455)
Filed 2026-10-16
Register Financial Advisors LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$7.2K (+$455)
Filed 2026-10-23
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$5.5K (+$350)
Filed 2026-10-19
EPG Wealth Management LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$5.4K (+$341)
Filed 2026-11-03
Latitude Advisors, LLC
NEW
Shares50
Change+50
Value$3.6K
Filed 2026-10-27
Golden State Wealth Management, LLC
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$3.5K (+$229)
Filed 2026-11-02
SYM Financial Corp
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$1.8K (+$114)
Filed 2026-10-26
Viewpoint Capital Management LLC
NEW
Shares20
Change+20
Value$1.4K
Filed 2026-10-27
Signature Resources Capital Management, LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$1.3K (+$82)
Filed 2026-10-16
Citigroup Inc
DECREASED
Shares14 from 8,231
Change-8,217 (-100%)
Value$1.0K (-$550.6K)
Filed 2026-11-04
Markowski Investments
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$869 (+$57)
Filed 2026-10-30
Retirement Wealth Solutions LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$97 (+$7)
Filed 2026-10-07
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 21,401
Change-21,401 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-16
Smith Salley Wealth Management
CLOSED
Shares0 from 3,510
Change-3,510 (-100%)
Value$0 (-$235.2K)
Filed 2026-11-03
Park National Corp
CLOSED
Shares0 from 3,150
Change-3,150 (-100%)
Value$0 (-$211.1K)
Filed 2026-10-05
Unified Investment Management
CLOSED
Shares0 from 3,065
Change-3,065 (-100%)
Value$0 (-$205.4K)
Filed 2026-10-14
Semitam Bonam LLC
CLOSED
Shares0 from 3,013
Change-3,013 (-100%)
Value$0 (-$201.9K)
Filed 2026-10-27
Salem Investment Counselors Inc
CLOSED
Shares0 from 1,750
Change-1,750 (-100%)
Value$0 (-$117.3K)
Filed 2026-10-13
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,481
Change-1,481 (-100%)
Value$0 (-$99.2K)
Filed 2026-10-15
Tsfg, LLC
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$34)
Filed 2026-10-23
LifeSteps Financial, Inc.
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$33.5K)
Filed 2026-10-15
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 247
Change-247 (-100%)
Value$0 (-$16.6K)
Filed 2026-10-26
MCF Advisors LLC
CLOSED
Shares0 from 72
Change-72 (-100%)
Value$0 (-$4.8K)
Filed 2026-10-28
Key Capital Management, Inc
CLOSED
Shares0 from 60
Change-60 (-100%)
Value$0 (-$4.0K)
Filed 2026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$134)
Filed 2026-10-14
UBS Group AG
N/A
Shares— from 2,577,753
Change-2,577,753 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,203,857
Change-2,203,857 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,527,301
Change-1,527,301 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 1,482,478
Change-1,482,478 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 1,054,594
Change-1,054,594 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,029,546
Change-1,029,546 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 915,094
Change-915,094 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 849,727
Change-849,727 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 756,281
Change-756,281 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 590,123
Change-590,123 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 373,872
Change-373,872 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 278,971
Change-278,971 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 268,677
Change-268,677 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 192,084
Change-192,084 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 183,420
Change-183,420 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 165,234
Change-165,234 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 126,850
Change-126,850 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 119,875
Change-119,875 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 116,724
Change-116,724 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 115,423
Change-115,423 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 95,379
Change-95,379 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 90,190
Change-90,190 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 81,135
Change-81,135 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 79,645
Change-79,645 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 77,115
Change-77,115 (-100%)
Value—
Stillwater Capital Advisors, LLC
N/A
Shares— from 73,540
Change-73,540 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 71,435
Change-71,435 (-100%)
Value—
HC Advisors, LLC
N/A
Shares— from 69,580
Change-69,580 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 64,414
Change-64,414 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 55,543
Change-55,543 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 54,427
Change-54,427 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 53,838
Change-53,838 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 53,412
Change-53,412 (-100%)
Value—
FMR LLC
N/A
Shares— from 53,041
Change-53,041 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 50,890
Change-50,890 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 49,200
Change-49,200 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 47,015
Change-47,015 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 45,001
Change-45,001 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 42,584
Change-42,584 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 42,439
Change-42,439 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 41,095
Change-41,095 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 40,897
Change-40,897 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 37,430
Change-37,430 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 35,947
Change-35,947 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 35,075
Change-35,075 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 34,750
Change-34,750 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 34,361
Change-34,361 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 33,629
Change-33,629 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 33,476
Change-33,476 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 31,113
Change-31,113 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 29,840
Change-29,840 (-100%)
Value—
Audent Global Asset Management, LLC
N/A
Shares— from 28,844
Change-28,844 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 27,592
Change-27,592 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 27,470
Change-27,470 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 27,014
Change-27,014 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 26,480
Change-26,480 (-100%)
Value—
&partners
N/A
Shares— from 25,697
Change-25,697 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 24,268
Change-24,268 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 24,146
Change-24,146 (-100%)
Value—
Commerce Bank
N/A
Shares— from 23,592
Change-23,592 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 23,087
Change-23,087 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 22,802
Change-22,802 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 22,724
Change-22,724 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 22,070
Change-22,070 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 21,917
Change-21,917 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 21,642
Change-21,642 (-100%)
Value—
Simmons Bank
N/A
Shares— from 21,060
Change-21,060 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 21,008
Change-21,008 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 19,830
Change-19,830 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 19,830
Change-19,830 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 19,614
Change-19,614 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 19,196
Change-19,196 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 18,620
Change-18,620 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 18,363
Change-18,363 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 18,280
Change-18,280 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 18,161
Change-18,161 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 17,376
Change-17,376 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 16,976
Change-16,976 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 16,833
Change-16,833 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 16,317
Change-16,317 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 16,078
Change-16,078 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 15,416
Change-15,416 (-100%)
Value—
Blair William & Co
N/A
Shares— from 15,040
Change-15,040 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 15,024
Change-15,024 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 14,900
Change-14,900 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 14,870
Change-14,870 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 14,539
Change-14,539 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 14,410
Change-14,410 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 14,065
Change-14,065 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 13,980
Change-13,980 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 13,519
Change-13,519 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 13,169
Change-13,169 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 12,909
Change-12,909 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 12,717
Change-12,717 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 12,708
Change-12,708 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 12,486
Change-12,486 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 12,368
Change-12,368 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 12,349
Change-12,349 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 12,060
Change-12,060 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 11,849
Change-11,849 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 11,695
Change-11,695 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 11,473
Change-11,473 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 11,189
Change-11,189 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 11,080
Change-11,080 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 11,033
Change-11,033 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 10,611
Change-10,611 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 10,404
Change-10,404 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 10,118
Change-10,118 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 10,061
Change-10,061 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 10,055
Change-10,055 (-100%)
Value—
Valor Advisors LLC
N/A
Shares— from 9,875
Change-9,875 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 9,661
Change-9,661 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 9,550
Change-9,550 (-100%)
Value—
Stephens Inc
N/A
Shares— from 9,446
Change-9,446 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 9,415
Change-9,415 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 9,299
Change-9,299 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 9,275
Change-9,275 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 9,192
Change-9,192 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 9,175
Change-9,175 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 9,170
Change-9,170 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 8,981
Change-8,981 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 8,905
Change-8,905 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 8,800
Change-8,800 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 8,404
Change-8,404 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 8,393
Change-8,393 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 8,355
Change-8,355 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 8,348
Change-8,348 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 8,096
Change-8,096 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 7,970
Change-7,970 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 7,930
Change-7,930 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 7,890
Change-7,890 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 7,742
Change-7,742 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 7,680
Change-7,680 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 7,575
Change-7,575 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 7,491
Change-7,491 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 7,375
Change-7,375 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 7,145
Change-7,145 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 7,071
Change-7,071 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 7,035
Change-7,035 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 7,011
Change-7,011 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 6,986
Change-6,986 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 6,965
Change-6,965 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 6,875
Change-6,875 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 6,546
Change-6,546 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 6,466
Change-6,466 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 6,407
Change-6,407 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 6,154
Change-6,154 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 5,832
Change-5,832 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 5,705
Change-5,705 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 5,692
Change-5,692 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 5,639
Change-5,639 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 5,594
Change-5,594 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 5,590
Change-5,590 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 5,506
Change-5,506 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 5,460
Change-5,460 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 5,396
Change-5,396 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 5,359
Change-5,359 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 5,322
Change-5,322 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 5,257
Change-5,257 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 5,061
Change-5,061 (-100%)
Value—
Meridian Management Co
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 4,908
Change-4,908 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 4,881
Change-4,881 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 4,806
Change-4,806 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 4,681
Change-4,681 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 4,663
Change-4,663 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 4,663
Change-4,663 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 4,653
Change-4,653 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 4,610
Change-4,610 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 4,548
Change-4,548 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 4,540
Change-4,540 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 4,496
Change-4,496 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 4,493
Change-4,493 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 4,462
Change-4,462 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 4,440
Change-4,440 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 4,428
Change-4,428 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 4,307
Change-4,307 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 4,300
Change-4,300 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 4,265
Change-4,265 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 4,201
Change-4,201 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 4,147
Change-4,147 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 4,127
Change-4,127 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 4,086
Change-4,086 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 4,060
Change-4,060 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Trillium Asset Management, LLC
N/A
Shares— from 3,940
Change-3,940 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 3,932
Change-3,932 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 3,641
Change-3,641 (-100%)
Value—
Ridge Creek Global, Inc
N/A
Shares— from 3,615
Change-3,615 (-100%)
Value—
Boston Partners
N/A
Shares— from 3,589
Change-3,589 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 3,519
Change-3,519 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 3,505
Change-3,505 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 3,402
Change-3,402 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 3,364
Change-3,364 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 3,327
Change-3,327 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 3,266
Change-3,266 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 3,250
Change-3,250 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 3,248
Change-3,248 (-100%)
Value—
Collaborative Wealth Managment Inc.
N/A
Shares— from 3,200
Change-3,200 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 3,173
Change-3,173 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 3,150
Change-3,150 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 3,141
Change-3,141 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 3,115
Change-3,115 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 3,072
Change-3,072 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 3,023
Change-3,023 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 2,925
Change-2,925 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 2,779
Change-2,779 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 2,160
Change-2,160 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 1,685
Change-1,685 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,640
Change-1,640 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,388
Change-1,388 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 1,352
Change-1,352 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 1,035
Change-1,035 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 925
Change-925 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 890
Change-890 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 881
Change-881 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 830
Change-830 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 809
Change-809 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 807
Change-807 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 766
Change-766 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 750
Change-750 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 705
Change-705 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 676
Change-676 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 675
Change-675 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 650
Change-650 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 570
Change-570 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 535
Change-535 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 506
Change-506 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 495
Change-495 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 490
Change-490 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 490
Change-490 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 415
Change-415 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 385
Change-385 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 380
Change-380 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 363
Change-363 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 355
Change-355 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 308
Change-308 (-100%)
Value—
Centennial Bank
N/A
Shares— from 299
Change-299 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 269
Change-269 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 255
Change-255 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 200
Change-200 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 159
Change-159 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 150
Change-150 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 115
Change-115 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 108
Change-108 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 77
Change-77 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 64
Change-64 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 52
Change-52 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 52
Change-52 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 51
Change-51 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 40
Change-40 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 25
Change-25 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
AIA Group Ltd
NEW3,653,560—+3,653,560——$261.4M—2026-10-30
Oakworth Capital, Inc.
INCREASED609,904609,679+225+0%$41.0M$43.6M+$2.7M2026-10-26
Kestra Advisory Services, LLC
INCREASED430,280420,482+9,798+2%$28.2M$30.8M+$2.6M2026-11-02
Commonwealth Equity Services, LLC
DECREASED289,266322,764-33,498-10%$21.6M$20.7M-$928.5K2026-11-02
Horizon Wealth Management, LLC
NEW221,882—+221,882——$15.9M—2026-11-02
Park Avenue Securities LLC
INCREASED181,444173,804+7,640+4%$11.6M$13.0K-$11.6M2026-10-26
Concurrent Investment Advisors, LLC
INCREASED177,034163,818+13,216+8%$11.0M$12.7M+$1.7M2026-10-16
Three Seasons Wealth, LLC
NEW158,008—+158,008——$11.3M—2026-11-03
Consolidated Capital Management, LLC
INCREASED157,386157,311+75+0%$10.5M$11.3M+$721.2K2026-10-13
Arkansas Financial Group, Inc.
INCREASED156,284156,064+220+0%$10.5M$11.2M+$725.8K2026-10-26
Ninety One SA (PTY) Ltd
INCREASED152,155102,200+49,955+49%$6.8M$11.0M+$4.2M2026-10-15
SP Asset Management LLC
INCREASED102,463102,390+73+0%$6.9M$7.3M+$471.1K2026-11-05
True Private Wealth Advisors
NEW100,286—+100,286——$7.2M—2026-10-19
First Citizens Financial Corp
DECREASED92,34292,717-3750%$6.2M$6.6M+$395.0K2026-10-02
Gerald Baker Financial Group LLC
INCREASED80,52279,533+989+1%$5.3M$5.8M+$432.7K2026-10-09
Cambridge Investment Research Advisors, Inc.
DECREASED76,20684,602-8,396-10%$5.7M$5.5K-$5.7M2026-11-02
Capital Investment Advisors, LLC
DECREASED67,11368,063-950-1%$4.6M$4.8M+$241.7K2026-10-22
Lighthouse Financial LLC
INCREASED64,02663,024+1,002+2%$4.2M$4.6M+$358.4K2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED61,00552,744+8,261+16%$3.6M$4.3M+$745.7K2026-10-13
Forte Asset Management LLC
DECREASED59,47977,580-18,101-23%$5.2M$4.3M-$942.4K2026-10-13
Truist Financial Corp
DECREASED55,21756,535-1,318-2%$3.8M$4.0M+$162.9K2026-10-30
Thrivent Financial for Lutherans
INCREASED53,02252,020+1,002+2%$3.5M$3.3M-$141.6K2026-11-05
Sowa Financial Group, Inc.
DECREASED50,64055,039-4,399-8%$3.7M$3.6K-$3.7M2026-10-26
Creative Planning
DECREASED46,99950,058-3,059-6%$3.4M$3.4M+$8.9K2026-11-02
Rainey & Randall Wealth Advisors Inc.
INCREASED46,83046,017+813+2%$3.1M$3.4M+$267.5K2026-10-26
Mine & Arao Wealth Creation & Management, Llc.
INCREASED46,15744,401+1,756+4%$3.0M$3.3M+$327.7K2026-10-29
J.W. Cole Advisors, Inc.
DECREASED42,55942,844-285-1%$2.9M$3.0M+$174.6K2026-11-05
Indivisible Partners
INCREASED41,39514,539+26,856+185%$974.3K$3.0M+$2.0M2026-10-26
Laurel Wealth Advisors LLC
DECREASED35,98538,497-2,512-7%$2.6M$2.6M-$4.6K2026-10-27
Castle Rock Wealth Management, LLC
NEW34,277—+34,277——$2.4M—2026-10-09
Essex LLC
DECREASED32,71434,140-1,426-4%$2.3M$2.3M+$53.3K2026-10-14
Independent Financial Group, LLC
INCREASED32,38829,989+2,399+8%$2.0M$2.3M+$308.1K2026-10-13
NWF Advisory Services Inc.
DECREASED32,29932,437-1380%$2.2M$2.3M+$137.7K2026-10-19
Quest 10 Wealth Builders, Inc.
DECREASED31,66031,694-340%$2.1M$2.2M+$108.4K2026-11-02
MGO One Seven LLC
INCREASED29,84029,712+128+0%$2.0M$2.1M+$144.3K2026-10-28
Fifth Third Securities, Inc.
DECREASED28,91629,587-671-2%$2.0M$2.1M+$86.6K2026-10-21
AUA Capital Management, LLC
DECREASED28,64829,093-445-2%$1.9M$2.1M+$100.5K2026-10-15
Simplicity Wealth,LLC
DECREASED27,33039,866-12,536-31%$2.7M$2.0M-$715.7K2026-10-23
Corrado Advisors, LLC
INCREASED27,19026,382+808+3%$1.8M$1.9M+$177.9K2026-10-27
Davenport & Co LLC
DECREASED25,74226,354-612-2%$1.8M$1.8M+$76.1K2026-10-14
TD Waterhouse Canada Inc.
INCREASED25,08223,911+1,171+5%$1.6M$1.8M+$154.2K2026-10-16
US Bancorp \de\
DECREASED24,28324,895-612-2%$1.7M$1.7M+$65.2K2026-11-05
PW Nova Financial Services LLC
INCREASED24,1435,005+19,138+382%$335.4K$1.7M+$1.4M2026-10-15
Merkkuri Wealth Advisors LLC
INCREASED23,37323,126+247+1%$1.5M$1.7M+$122.9K2026-11-03
Kestra Private Wealth Services, LLC
INCREASED23,09320,248+2,845+14%$1.4M$1.7M+$295.7K2026-10-30
Lido Advisors, LLC
DECREASED21,68521,998-313-1%$1.5M$1.6M+$77.8K2026-11-04
Kennicott Capital Management LLC
UNCHANGED20,91020,91000%$1.4M$1.5M+$95.1K2026-10-16
Citizens Financial Group Inc
INCREASED20,76518,993+1,772+9%$1.3M$1.5M+$213.3K2026-10-23
Prospera Financial Services Inc
INCREASED20,65520,070+585+3%$1.3M$1.6M+$262.3K2026-11-04
Sigma Planning Corp
DECREASED20,22321,015-792-4%$1.4M$1.4M+$39.0K2026-10-23
Climber Capital SA
INCREASED19,44419,064+380+2%$917.2K$956.3K+$39.1K2026-10-20
Banque Pictet & CIE SA
UNCHANGED19,08819,08800%$1.3M$1.4M+$86.9K2026-10-16
Lakeshore Capital Group, Inc.
INCREASED18,89818,139+759+4%$1.2M$1.4M+$136.8K2026-10-20
Pinnacle Associates LTD
UNCHANGED17,39217,39200%$1.2M$1.2M+$79.1K2026-10-20
Choreo, LLC
INCREASED17,18012,652+4,528+36%$847.8K$1.2M+$381.6K2026-10-28
Apella Capital, LLC
INCREASED17,09616,709+387+2%$1.2M$1.2M+$56.5K2026-10-08
Virtue Capital Management, LLC
DECREASED16,78223,458-6,676-28%$1.6M$1.2M-$371.0K2026-10-29
Asset One Wealth Management LLC
DECREASED16,38016,533-153-1%$1.1M$1.2M+$67.6K2026-11-02
KMG Fiduciary Partners, LLC
DECREASED16,25516,345-90-1%$1.1M$1.2M+$67.9K2026-10-14
My Personal CFO, LLC
UNCHANGED16,00016,00000%$1.1M$1.1M+$72.8K2026-10-14
Silvia Mccoll Wealth Management, LLC
UNCHANGED15,80015,80000%$1.1M$1.1M+$71.9K2026-10-07
VestGen Advisors, LLC
DECREASED15,23817,426-2,188-13%$1.2M$1.1M-$77.3K2026-10-27
Worth Financial Advisory Group, LLC
INCREASED15,10515,002+103+1%$1.0M$1.1M+$75.6K2026-10-19
Sovran Advisors, LLC
DECREASED15,07815,279-201-1%$1.1M$1.2M+$95.3K2026-11-02
Allen Investment Management, LLC
UNCHANGED15,03915,03900%$1.0M$1.1M+$70.0K2026-11-03
Glass Jacobson Investment Advisors llc
DECREASED14,78314,863-80-1%$996.0K$1.1M+$61.9K2026-10-26
Glenview Trust Co
DECREASED13,89914,393-494-3%$964.5K$994.6K+$30.1K2026-10-28
Bond & Devick Financial Network, Inc.
INCREASED13,83013,188+642+5%$883.7K$989.7K+$105.9K2026-10-23
Tritonpoint Wealth, LLC
UNCHANGED13,62513,62500%$913.0K$975.0K+$62.0K2026-10-19
Royal Fund Management, LLC
DECREASED13,62113,806-185-1%$925.2K$974.7K+$49.5K2026-10-22
Claro Advisors Inc.
DECREASED13,51713,643-126-1%$914.2K$967.3K+$53.1K2026-11-02
IFP Advisors, Inc
DECREASED13,50314,566-1,063-7%$976.1K$966.3K-$9.8K2026-10-16
High Point Wealth Management, LLC
INCREASED13,44713,414+33+0%$898.9K$962.3K+$63.4K2026-11-05
Focused Alpha, LLC
DECREASED13,16613,196-300%$884.3K$942.2K+$57.9K2026-10-20
Sowell Financial Services LLC
UNCHANGED12,56812,56800%$842.2K$899.4K+$57.2K2026-10-23
Commonwealth Financial Services, LLC
NEW12,485—+12,485——$893.4K—2026-10-20
Laurel OAK Wealth Management, LLC
DECREASED12,47112,596-125-1%$844.1K$892.4K+$48.4K2026-10-19
Axxcess Wealth Management, LLC
DECREASED11,25311,453-200-2%$767.5K$805.3K+$37.8K2026-10-21
Wesbanco Bank Inc
DECREASED11,25215,625-4,373-28%$1.0M$805.2K-$241.8K2026-11-04
Asempa Wealth Advisors
INCREASED11,02811,022+6+0%$738.6K$776.4K+$37.8K2026-10-07
Compass Financial Management LLC
DECREASED10,91010,924-140%$744.4K$780.7K+$36.3K2026-10-30
GFS Advisors, LLC
INCREASED10,5002,800+7,700+275%$1.2M$751.0K-$420.3K2026-11-03
CFM Wealth Partners LLC
UNCHANGED10,06010,06000%$674.1K$719.9K+$45.8K2026-11-05
Oppenheimer & Co Inc
DECREASED10,04010,062-220%$674.3K$718.5K+$44.2K2026-10-26
Advisor Resource Council
INCREASED9,9427,003+2,939+42%$480.2K$705.0K+$224.8K2026-11-05
American State Bank (Iowa)
UNCHANGED9,9159,91500%$664.4K$709.5K+$45.1K2026-11-03
Carnegie Investment Counsel
INCREASED9,4559,370+85+1%$627.9K$676.6K+$48.7K2026-10-20
Central Valley Advisors, LLC
DECREASED9,36411,085-1,721-16%$742.8K$670.1K-$72.7K2026-10-27
Ferguson Wellman Capital Management, Inc
UNCHANGED9,3209,32000%$624.5K$666.9K+$42.4K2026-10-05
Patriot Investment Management Group, Inc.
UNCHANGED9,3169,31600%$624.2K$666.7K+$42.4K2026-10-15
Daymark Wealth Partners, LLC
INCREASED9,2339,231+2+0%$618.5K$660.7K+$42.2K2026-11-04
First Citizens Bank & Trust Co
UNCHANGED9,1759,17500%$614.8K$656.6K+$41.7K2026-10-14
Acropolis Investment Management, LLC
DECREASED9,0609,070-100%$607.8K$648.3K+$40.6K2026-10-08
Fifth Third Bancorp
INCREASED9,0408,203+837+10%$549.7K$646.9K+$97.2K2026-11-05
Prime Capital Investment Advisors, LLC
INCREASED8,6098,589+20+0%$575.5K$616.0K+$40.5K2026-10-20
Apollon Wealth Management, LLC
DECREASED8,4428,534-92-1%$571.9K$604.1K+$32.3K2026-10-23
Retirement Planning Group, LLC
UNCHANGED8,4328,43200%$565.0K$603.4K+$38.4K2026-10-19
Farther Finance Advisors, LLC
DECREASED8,24211,628-3,386-29%$779.7K$589.8K-$189.9K2026-10-08
Signature Estate & Investment Advisors LLC
DECREASED8,1109,596-1,486-15%$643.1K$580.3K-$62.7K2026-10-13
Finley Financial, LLC
UNCHANGED8,0258,02500%$537.8K$565.0K+$27.2K2026-10-28
Sage Capital Management, LLC
INCREASED7,7887,768+20+0%$520.6K$557.3K+$36.8K2026-10-20
Harbor Investment Advisory, LLC
DECREASED7,7007,835-135-2%$525.0K$551.0K+$26.0K2026-10-13
Procyon Advisors, LLC
DECREASED7,4667,478-120%$501.1K$534.3K+$33.2K2026-10-21
Archer Investment Corp
UNCHANGED7,3717,37100%$493.9K$527.5K+$33.6K2026-11-05
Perigon Wealth Management, LLC
DECREASED7,0847,129-45-1%$477.7K$506.9K+$29.2K2026-10-22
Alterna Wealth Management, Inc
UNCHANGED7,0557,05500%$472.8K$504.9K+$32.1K2026-10-27
MRA Advisory Group
INCREASED6,9396,935+4+0%$464.7K$496.6K+$31.9K2026-10-07
Weaver Consulting Group
UNCHANGED6,8386,83800%$458.2K$489.3K+$31.1K2026-10-07
SAX Wealth Advisors, LLC
INCREASED6,8046,497+307+5%$400.5K$486.9K+$86.4K2026-10-13
Manchester Capital Management LLC
UNCHANGED6,6656,66500%$446.6K$476.9K+$30.3K2026-10-22
Kelsey Financial, LLC
UNCHANGED6,5006,50000%$435.6K$465.1K+$29.6K2026-10-28
TSG Advice Partners, LLC
NEW6,472—+6,472——$433.7K—2026-10-29
Armor Investment Advisors, LLC
UNCHANGED6,4646,46400%$433.2K$462.6K+$29.4K2026-10-27
North Star Investment Management Corp.
UNCHANGED6,1056,10500%$409.1K$436.9K+$27.8K2026-10-27
Millennium Capital Advisors, LLC
UNCHANGED6,1006,10000%$408.8K$436.5K+$27.8K2026-10-16
Advisors Management Group Inc
UNCHANGED6,0766,07600%$407.0K$434.0K+$27.0K2026-11-05
Visionary Wealth Advisors
UNCHANGED5,9325,93200%$397.5K$424.5K+$27.0K2026-11-04
Summit Wealth Group LLC / Co
INCREASED5,8895,873+16+0%$393.6K$421.4K+$27.8K2026-10-29
Meridian Wealth Management, LLC
INCREASED5,7885,785+3+0%$387.7K$414.2K+$26.5K2026-11-05
Parallel Advisors, LLC
INCREASED5,7803,815+1,965+52%$255.7K$413.6K+$157.9K2026-11-03
Savant Capital, LLC
INCREASED5,7794,492+1,287+29%$301.8K$413.6K+$111.8K2026-11-06
Evergreen Capital Management LLC
UNCHANGED5,6525,65200%$378.8K$404.5K+$25.7K2026-10-23
Clifford Swan Investment Counsel LLC
UNCHANGED5,6475,64700%$378.4K$404.1K+$25.7K2026-11-05
Sierra Summit Advisors LLC
UNCHANGED5,6395,63900%$377.9K$403.5K+$25.7K2026-10-28
Badgley Phelps Wealth Managers, LLC
UNCHANGED5,5265,52600%$370.3K$395.4K+$25.1K2026-10-22
Forvis Mazars Wealth Advisors, LLC
UNCHANGED5,5005,50000%$368.6K$393.6K+$25.0K2026-10-13
Colorado Capital Management, Inc.
UNCHANGED5,4555,45500%$366$390+$242026-10-15
Principle Wealth Partners LLC
UNCHANGED5,4355,43500%$364.2K$388.9K+$24.7K2026-11-02
First United Bank & Trust
DECREASED5,4325,612-180-3%$376.1K$388.7K+$12.7K2026-10-22
August Group Capital Ltd
UNCHANGED5,4295,42900%$363.8K$388.5K+$24.7K2026-10-14
TPG Advisors LLC
UNCHANGED5,3755,37500%$360.2K$384.6K+$24.5K2026-10-16
Ignite Planners, LLC
INCREASED5,2195,211+8+0%$349.2K$373.4K+$24.2K2026-10-14
Global Assets Advisory, LLC
NEW5,163—+5,163——$365.4K—2026-10-28
Smith Chas P & Associates PA Cpas
INCREASED5,1544,653+501+11%$311.8K$382.5K+$70.7K2026-10-22
Bailard, Inc.
UNCHANGED5,1505,15000%$345.1K$368.5K+$23.4K2026-10-13
Arbor Investment Advisors, LLC
INCREASED5,1424,780+362+8%$320.3K$368.0K+$47.7K2026-10-26
Whitener Capital Management, Inc.
INCREASED5,1114,566+545+12%$306.0K$365.7K+$59.8K2026-10-15
HB Wealth Management, LLC
DECREASED5,0745,634-560-10%$377.6K$363.1K-$14.4K2026-10-23
Congress Asset Management Co
NEW5,068—+5,068——$362.7K—2026-10-06
Larson Financial Group LLC
DECREASED5,0645,614-550-10%$376.2K$362.4K-$13.8K2026-11-05
Burton Enright Welch
NEW5,000—+5,000——$357.8K—2026-11-04
Roof Eidam Maycock Peralta, LLC
UNCHANGED5,0005,00000%$335.1K$357.8K+$22.8K2026-10-15
BFI Infinity Ltd.
NEW4,913—+4,913——$353.6K—2026-10-16
TritonPoint Partners, LLC
DECREASED4,89913,794-8,895-64%$924.3K$350.6K-$573.7K2026-11-05
Graves Light Lenhart Wealth, Inc.
UNCHANGED4,8794,87900%$326.9K$349.1K+$22.2K2026-10-09
Chicago Partners Investment Group LLC
DECREASED4,8444,853-90%$329.9K$365.2K+$35.4K2026-10-27
Midwest Trust Co
DECREASED4,8254,875-50-1%$326.7K$345.3K+$18.6K2026-10-22
Courier Capital LLC
UNCHANGED4,8114,81100%$322.4K$344.3K+$21.9K2026-10-19
Continuum Wealth Advisors, LLC
UNCHANGED4,7824,78200%$320.4K$342.2K+$21.8K2026-10-20
Focus Financial Network, Inc.
DECREASED4,7674,866-99-2%$326.1K$341.1K+$15.1K2026-10-14
Vise Technologies, Inc.
NEW4,765—+4,765——$341.0K—2026-10-29
Mesirow Financial Investment Management, Inc.
DECREASED4,6934,723-30-1%$316.5K$335.8K+$19.3K2026-11-05
Redwood Financial Network Corp
DECREASED4,6175,144-527-10%$344.7K$330.4K-$14.3K2026-11-03
Lazari Capital Management, Inc.
DECREASED4,6044,706-102-2%$315.3K$329.5K+$14.1K2026-10-20
CoreCap Advisors, LLC
DECREASED4,5954,801-206-4%$321.7K$328.8K+$7.1K2026-10-08
Christensen, King & Associates Investment Services, Inc.
DECREASED4,5855,111-526-10%$342.5K$328.1K-$14.4K2026-10-22
Milestones Private Investment Advisors LLC
DECREASED4,4744,679-205-4%$313.5K$320.2K+$6.6K2026-10-19
Stronghold Wealth Management L.L.C.
UNCHANGED4,4664,46600%$299.3K$319.6K+$20.3K2026-10-16
LJI Wealth Management, LLC
DECREASED4,4544,849-395-8%$324.9K$318.7K-$6.2K2026-10-28
D.A. Davidson & Co.
DECREASED4,4294,475-46-1%$299.9K$317.0K+$17.1K2026-10-28
Sharper & Granite LLC
UNCHANGED4,3754,37500%$293.2K$269.7K-$23.5K2026-11-02
Baker Avenue Asset Management, LP
UNCHANGED4,3004,30000%$288.1K$307.7K+$19.6K2026-11-06
Endeavor Private Wealth, Inc.
INCREASED4,2843,919+365+9%$262.6K$306.6K+$44.0K2026-11-05
Legacy Advisors, LLC
UNCHANGED4,2504,25000%$284.8K$304.1K+$19.3K2026-10-19
Capital Investment Advisory Services, LLC
DECREASED4,2444,312-68-2%$289.0K$303.7K+$14.8K2026-10-30
Key Client Fiduciary Advisors, LLC
DECREASED4,2354,515-280-6%$302.5K$303.0K+$4822026-10-19
Certuity, LLC
UNCHANGED4,2154,21500%$282.4K$301.6K+$19.2K2026-11-02
First Merchants Corp
UNCHANGED4,1694,16900%$279.4K$298.3K+$19.0K2026-10-15
Sunburst Financial Group, LLC
DECREASED4,0374,128-91-2%$276.6K$288.9K+$12.3K2026-10-09
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED4,0204,545-525-12%$304.6K$287.7K-$16.9K2026-10-14
Modera Wealth Management, LLC
UNCHANGED4,0184,01800%$269.2K$287.5K+$18.3K2026-10-28
Creative Financial Designs Inc
INCREASED4,0161,400+2,616+187%$93.8K$287.4K+$193.5K2026-11-04
Karnit Road Accident Victims Compensation Fund
UNCHANGED4,0004,00000%$268.0K$286.2K+$18.2K2026-11-04
Sonata Capital Group Inc
UNCHANGED4,0004,00000%$268.0K$286.2K+$18.2K2026-10-19
Elevation Point Wealth Partners, LLC
NEW3,922—+3,922——$280.7K—2026-11-05
Strategic Advocates LLC
INCREASED3,8743,866+8+0%$259.1K$277.2K+$18.2K2026-11-03
Joseph P. Lucia & Associates, LLC
UNCHANGED3,8703,87000%$259.3K$276.9K+$17.6K2026-10-30
Brookstone Capital Management
NEW3,838—+3,838——$274.7K—2026-10-22
JFS Wealth Advisors, LLC
UNCHANGED3,8153,81500%$255.6K$273.0K+$17.4K2026-11-03
Harbour Trust & Investment Management Co
UNCHANGED3,7503,75000%$251.3K$268.4K+$17.1K2026-10-28
Narwhal Capital Management
UNCHANGED3,7503,75000%$251.3K$268.4K+$17.1K2026-11-04
Atlas Brown,Inc.
INCREASED3,7493,637+112+3%$243.7K$268.3K+$24.6K2026-10-09
AlphaCore Capital LLC
UNCHANGED3,6843,68400%$246.9K$263.7K+$16.8K2026-11-04
Kaydan Wealth Management, Inc.
UNCHANGED3,6813,68100%$246.7K$263.4K+$16.8K2026-10-08
True Freedom Investing, LLC
NEW3,654—+3,654——$261.5K—2026-10-29
Argyle Capital Partners, LLC
UNCHANGED3,6533,65300%$244.7K$261.4K+$16.7K2026-10-23
KCM Investment Advisors LLC
UNCHANGED3,6503,65000%$244.6K$261.2K+$16.6K2026-10-27
Patten & Patten Inc
UNCHANGED3,6503,65000%$244.6K$261.2K+$16.6K2026-10-26
Csenge Advisory Group
INCREASED3,6023,593+9+0%$240.7K$257.8K+$17.0K2026-11-04
Rhodes Investment Advisors Inc
NEW3,525—+3,525——$252.2K—2026-10-07
International Assets Investment Management, LLC
DECREASED3,5043,671-167-5%$247.6K$246.7K-$9162026-11-02
Guidance Point Advisors, LLC
INCREASED3,4663,462+4+0%$232.0K$248.1K+$16.1K2026-10-15
Winter & Associates, Inc.
NEW3,418—+3,418——$258.1K—2026-10-23
First Heartland Consultants, Inc.
DECREASED3,3766,113-2,737-45%$409.6K$241.6K-$168.1K2026-10-08
Pavion Blue Capital, LLC
UNCHANGED3,3503,35000%$224.5K$239.7K+$15.2K2026-11-05
Plante Moran Financial Advisors, LLC
UNCHANGED3,3353,33500%$223.5K$238.7K+$15.2K2026-11-04
Blackston Financial Advisory Group, LLC
DECREASED3,3114,180-869-21%$280.1K$236.9K-$43.2K2026-11-04
Apollon Financial, LLC
DECREASED3,3103,600-290-8%$241.2K$236.9K-$4.4K2026-10-23
StoneX Group Inc.
NEW3,305—+3,305——$236.5K—2026-11-03
Pinnacle Wealth Management Advisory Group, LLC
UNCHANGED3,2923,29200%$220.6K$235.6K+$15.0K2026-10-23
Cornerstone Wealth Management, LLC
DECREASED3,2883,406-118-3%$228.2K$235.3K+$7.1K2026-11-04
Sanchez Gaunt Capital Management, LLC
UNCHANGED3,2603,26000%$218.5K$233.3K+$14.8K2026-11-03
Keystone Wealth Services, LLC
UNCHANGED3,2603,26000%$218.5K$236.1K+$17.6K2026-11-03
GEM Asset Management, LLC
INCREASED3,2533,246+7+0%$217.5K$232.8K+$15.2K2026-10-13
Diversify Wealth Management, LLC
NEW3,246—+3,246——$241.8K—2026-10-20
Diversify Advisory Services, LLC
NEW3,246—+3,246——$241.8K—2026-10-20
Compound Planning, Inc.
UNCHANGED3,2443,24400%$217.4K$232.2K+$14.8K2026-11-05
Samalin Investment Counsel, LLC
INCREASED3,2313,223+8+0%$216.0K$231.2K+$15.3K2026-10-23
Valeo Financial Advisors, LLC
INCREASED3,0913,086+5+0%$206.8K$221.2K+$14.4K2026-10-08
Capital Squared Financial LLC
INCREASED3,0633,055+8+0%$204.7K$219.2K+$14.5K2026-10-30
Cdkv Holdings LLC
INCREASED3,0281,928+1,100+57%$129.2K$216.7K+$87.5K2026-10-28
Cadent Capital Advisors, LLC
UNCHANGED3,0003,00000%$201.0K$214.7K+$13.7K2026-10-09
Financial Management Network Inc
UNCHANGED3,0003,00000%$203.4K$211.2K+$7.8K2026-10-09
Promethium Advisors,llc
UNCHANGED3,0003,00000%$201.0K$214.7K+$13.7K2026-10-19
Fifth Third Wealth Advisors LLC
NEW2,896—+2,896——$207.2K—2026-10-22
Websterrogers Financial Advisors, LLC
NEW2,863—+2,863——$204.9K—2026-11-02
Partners Wealth Management, LLC
NEW2,858—+2,858——$204.5K—2026-10-28
Retirement Planning Co of New England, Inc.
NEW2,856—+2,856——$204.3K—2026-10-15
Almanack Investment Partners, Llc.
DECREASED2,8553,155-300-10%$211.4K$204.3K-$7.1K2026-11-03
Center for Wealth Management Advisory
NEW2,820—+2,820——$201.8K—2026-10-23
Caldwell Trust Co
UNCHANGED2,7202,72000%$182.3K$194.6K+$12.4K2026-10-30
Spire Wealth Management
DECREASED2,6294,940-2,311-47%$331.0K$188.1K-$142.9K2026-10-30
Atlantic Edge Private Wealth Management, LLC
UNCHANGED2,3752,37500%$159.1K$170.0K+$10.8K2026-10-20
Sage Mountain Advisors LLC
UNCHANGED2,3002,30000%$154.1K$164.6K+$10.5K2026-11-02
BigSur Wealth Management LLC
UNCHANGED2,0002,00000%$134.0K$143.1K+$9.1K2026-10-13
Accordant Advisory Group Inc
UNCHANGED1,9401,94000%$130.0K$138.8K+$8.8K2026-10-29
Key FInancial Inc
INCREASED1,8691,865+4+0%$125.0K$133.8K+$8.8K2026-11-02
Jacobi Capital Management LLC
NEW1,664—+1,664——$119.1K—2026-11-05
MTM Investment Management, LLC
UNCHANGED1,6251,62500%$108.9K$116.3K+$7.4K2026-10-30
Wilmington Savings Fund Society, FSB
DECREASED1,5801,620-40-2%$108.6K$113.1K+$4.5K2026-10-23
Assetmark, Inc
UNCHANGED1,4811,48100%$99.2K$106.0K+$6.7K2026-10-21
Signaturefd, LLC
INCREASED1,379648+731+113%$43.4K$98.7K+$55.3K2026-10-23
Pension & Wealth Management Advisors, Inc.
UNCHANGED1,3501,35000%$90.5K$96.6K+$6.1K2026-10-16
Central Trust Co
UNCHANGED1,2851,28500%$86.1K$92.0K+$5.8K2026-11-05
Lanark Financial, Inc.
INCREASED1,2821,266+16+1%$84.8K$91.7K+$6.9K2026-10-26
Dhjj Financial Advisors, Ltd.
UNCHANGED1,2501,25000%$83.8K$89.5K+$5.7K2026-10-23
Transce3nd, LLC
NEW1,187—+1,187——$89.3K—2026-10-26
NBH Bank
UNCHANGED1,1001,10000%$73.7K$78.7K+$5.0K2026-11-05
Nfsg Corp
UNCHANGED1,1001,10000%$73.7K$78.7K+$5.0K2026-10-15
Triumph Capital Management
UNCHANGED1,0001,00000%$67.0K$71.6K+$4.6K2026-10-14
Realta Investment Advisors
UNCHANGED1,0001,00000%$67.0K$71.6K+$4.6K2026-10-14
Davis Capital Management
DECREASED9851,000-15-1%$67.0K$70.5K+$3.5K2026-10-08
Allspring Global Investments Holdings, LLC
NEW880—+880——$62.0K—2026-11-04
Private Trust Co NA
INCREASED87167+804+1200%$4.5K$62.3K+$57.8K2026-10-20
First Horizon Corp
UNCHANGED87087000%$58.3K$62.3K+$4.0K2026-10-26
KFG LLC
NEW850—+850——$60.8K—2026-11-02
Ashton Thomas Private Wealth, LLC
DECREASED8201,099-279-25%$73.6K$58.7K-$15.0K2026-11-03
Entrust Financial LLC
INCREASED773772+1+0%$51.7K$55.3K+$3.6K2026-11-04
Flagship Wealth Advisors, LLC
UNCHANGED75075000%$50.3K$53.7K+$3.4K2026-11-03
Signature Equity Partners, LLC
INCREASED724722+2+0%$48.4K$51.8K+$3.4K2026-10-29
Duncker Streett & Co Inc
UNCHANGED65865800%$44.1K$47.1K+$3.0K2026-10-27
Westside Investment Management, Inc.
INCREASED600450+150+33%$30.2K$42.9K+$12.8K2026-11-02
Community Financial Services Group, LLC
UNCHANGED59559500%$40.1K$41.9K+$1.8K2026-10-15
Hazlett, Burt & Watson, Inc.
UNCHANGED58558500%$39.0K$42.0K+$3.0K2026-11-04
Compass Wealth Management LLC
NEW575—+575——$41.1K—2026-10-22
Evermay Wealth Management LLC
UNCHANGED56056000%$37.5K$40.1K+$2.5K2026-11-05
Old Second National Bank of Aurora
UNCHANGED54554500%$36.5K$39.0K+$2.5K2026-10-22
Financial Perspectives, Inc
UNCHANGED52952900%$35.5K$37.9K+$2.4K2026-11-03
Murphy & Mullick Capital Management Corp
INCREASED520518+2+0%$34.7K$37.2K+$2.5K2026-11-02
Cape Investment Advisory, Inc.
UNCHANGED51151100%$34.2K$36.6K+$2.3K2026-10-13
Montag A & Associates Inc
DECREASED50010,000-9,500-95%$670.1K$35.8K-$634.3K2026-10-29
RMG Wealth Management LLC
UNCHANGED50050000%$35.6K$38.0K+$2.4K2026-10-26
Beutel, Goodman & Co Ltd.
UNCHANGED46046000%$30$32+$22026-11-04
Mather Group, Llc.
DECREASED455889-434-49%$59.6K$32.6K-$27.0K2026-10-14
Hilltop National Bank
UNCHANGED42542500%$28.5K$30.4K+$1.9K2026-10-14
EverSource Wealth Advisors, LLC
DECREASED387986-599-61%$66.1K$27.7K-$38.4K2026-11-04
Cherry Tree Wealth Management, LLC
UNCHANGED37537500%$25.1K$26.8K+$1.7K2026-10-15
Fairscale Capital, LLC
UNCHANGED33933900%$22.7K$26.4K+$3.7K2026-11-04
GGM Financial LLC
UNCHANGED32232200%$21.6K$23.1K+$1.5K2026-11-05
Country Trust Bank
INCREASED315250+65+26%$16.8K$22.5K+$5.8K2026-10-30
North Point Portfolio Managers Corp
NEW300—+300——$21.5K—2026-10-07
Arlington Trust Co LLC
UNCHANGED28028000%$18.8K$20.0K+$1.3K2026-10-20
Independence Bank of Kentucky
UNCHANGED27027000%$18.1K$19.3K+$1.2K2026-10-26
Hartford Financial Management Inc.
UNCHANGED25525500%$17.1K$18.3K+$1.2K2026-10-21
BankChampaign, National Association
UNCHANGED25225200%$16.9K$18.0K+$1.1K2026-10-19
CX Institutional
DECREASED240260-20-8%$17$17$02026-10-02
Tompkins Financial Corp
UNCHANGED22022000%$14.7K$15.7K+$1.0K2026-10-05
Rydar Equities, Inc.
NEW182—+182——$13.0K—2026-10-13
Nova Financial LLC
NEW177—+177——$12.7K—2026-11-04
Blue Trust, Inc.
UNCHANGED17517500%$11.7K$12.5K+$7962026-10-15
Pacifica Partners Inc.
UNCHANGED16016000%$11.1K$11.3K+$1902026-10-09
Winthrop Capital Management, LLC
UNCHANGED15415400%$10$11.0K+$11.0K2026-11-05
Rossby Financial, LCC
NEW150—+150——$10.7K—2026-11-05
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED14214200%$9.5K$10.2K+$6742026-10-28
Balance Wealth Partners LLC
NEW132—+132——$9.4K—2026-10-27
Asset Dedication, LLC
UNCHANGED11511500%$7.7K$8.2K+$5232026-11-03
Physician Wealth Advisors, Inc.
UNCHANGED11511500%$7.7K$8.2K+$5232026-10-20
DiNuzzo Private Wealth, Inc.
UNCHANGED10010000%$6.7K$7.2K+$4552026-10-16
Register Financial Advisors LLC
UNCHANGED10010000%$6.7K$7.2K+$4552026-10-23
Richards, Merrill & Peterson, Inc.
UNCHANGED777700%$5.2K$5.5K+$3502026-10-19
EPG Wealth Management LLC
UNCHANGED757500%$5.0K$5.4K+$3412026-11-03
Latitude Advisors, LLC
NEW50—+50——$3.6K—2026-10-27
Golden State Wealth Management, LLC
UNCHANGED484800%$3.2K$3.5K+$2292026-11-02
SYM Financial Corp
UNCHANGED252500%$1.7K$1.8K+$1142026-10-26
Viewpoint Capital Management LLC
NEW20—+20——$1.4K—2026-10-27
Signature Resources Capital Management, LLC
UNCHANGED181800%$1.2K$1.3K+$822026-10-16
Citigroup Inc
DECREASED148,231-8,217-100%$551.6K$1.0K-$550.6K2026-11-04
Markowski Investments
UNCHANGED121200%$812$869+$572026-10-30
Retirement Wealth Solutions LLC
UNCHANGED1100%$90$97+$72026-10-07
Y-Intercept (Hong Kong) Ltd
CLOSED021,401-21,401-100%$1.4M$0-$1.4M2026-10-16
Smith Salley Wealth Management
CLOSED03,510-3,510-100%$235.2K$0-$235.2K2026-11-03
Park National Corp
CLOSED03,150-3,150-100%$211.1K$0-$211.1K2026-10-05
Unified Investment Management
CLOSED03,065-3,065-100%$205.4K$0-$205.4K2026-10-14
Semitam Bonam LLC
CLOSED03,013-3,013-100%$201.9K$0-$201.9K2026-10-27
Salem Investment Counselors Inc
CLOSED01,750-1,750-100%$117.3K$0-$117.3K2026-10-13
AdvisorNet Financial, Inc
CLOSED01,481-1,481-100%$99.2K$0-$99.2K2026-10-15
Tsfg, LLC
CLOSED0500-500-100%$34$0-$342026-10-23
LifeSteps Financial, Inc.
CLOSED0500-500-100%$33.5K$0-$33.5K2026-10-15
Commonwealth Retirement Investments LLC
CLOSED0247-247-100%$16.6K$0-$16.6K2026-10-26
MCF Advisors LLC
CLOSED072-72-100%$4.8K$0-$4.8K2026-10-28
Key Capital Management, Inc
CLOSED060-60-100%$4.0K$0-$4.0K2026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED02-2-100%$134$0-$1342026-10-14
UBS Group AG
N/A—2,577,753-2,577,753-100%$172.7M———
Morgan Stanley
N/A—2,203,857-2,203,857-100%$147.7M———
Bank of America Corp
N/A—1,527,301-1,527,301-100%$102.3M———
LPL Financial LLC
N/A—1,482,478-1,482,478-100%$99.3M———
Pgim Custom Harvest LLC
N/A—1,054,594-1,054,594-100%$70.7M———
Northwestern Mutual Wealth Management Co
N/A—1,029,546-1,029,546-100%$69.0M———
Wells Fargo & Company
N/A—915,094-915,094-100%$61.3M———
Royal Bank of Canada
N/A—849,727-849,727-100%$56.9M———
Raymond James Financial Inc
N/A—756,281-756,281-100%$50.7M———
Goldman Sachs Group Inc
N/A—590,123-590,123-100%$39.5M———
Osaic Holdings, Inc.
N/A—373,872-373,872-100%$25.1M———
Ameriprise Financial Inc
N/A—278,971-278,971-100%$18.7M———
HighTower Advisors, LLC
N/A—268,677-268,677-100%$18.0M———
Jones Financial Companies Lllp
N/A—192,084-192,084-100%$13.0M———
Cetera Investment Advisers
N/A—183,420-183,420-100%$12.3M———
JPMorgan Chase & Co
N/A—165,234-165,234-100%$11.2M———
Steward Partners Investment Advisory, LLC
N/A—126,850-126,850-100%$8.5M———
Peapack Gladstone Financial Corp
N/A—119,875-119,875-100%$8.0M———
Envestnet Asset Management Inc
N/A—116,724-116,724-100%$7.8M———
United Capital Financial Advisors, LLC
N/A—115,423-115,423-100%$7.7M———
Captrust Financial Advisors
N/A—95,379-95,379-100%$6.4M———
Zurich Insurance Group Ltd
N/A—90,190-90,190-100%$6.0M———
Bank of Montreal
N/A—81,135-81,135-100%$5.4M———
Equitable Holdings, Inc.
N/A—79,645-79,645-100%$5.3M———
Stifel Financial Corp
N/A—77,115-77,115-100%$5.2M———
Stillwater Capital Advisors, LLC
N/A—73,540-73,540-100%$4.9M———
Pettyjohn, Wood & White, Inc
N/A—71,435-71,435-100%$4.8M———
HC Advisors, LLC
N/A—69,580-69,580-100%$4.7M———
Private Advisor Group, LLC
N/A—64,414-64,414-100%$4.3M———
MML Investors Services, LLC
N/A—55,543-55,543-100%$3.7M———
National Philanthropic Trust
N/A—54,427-54,427-100%$3.6M———
Sanctuary Advisors, LLC
N/A—53,838-53,838-100%$3.6M———
Susquehanna International Group, LLP
N/A—53,412-53,412-100%$3.6M———
FMR LLC
N/A—53,041-53,041-100%$3.6M———
National Bank of Canada
N/A—50,890-50,890-100%$3.4M———
Manufacturers Life Insurance Company, the
N/A—49,200-49,200-100%$3.3M———
PNC Financial Services Group, Inc.
N/A—47,015-47,015-100%$3.2M———
Ethos Financial Group, LLC
N/A—45,001-45,001-100%$3.0M———
Marshall Wace, LLP
N/A—42,584-42,584-100%$2.9M———
LOM Asset Management Ltd
N/A—42,439-42,439-100%$2.8M———
Smartleaf Asset Management LLC
N/A—41,095-41,095-100%$2.8M———
Conservest Capital Advisors, Inc.
N/A—40,897-40,897-100%$2.7M———
Money Concepts Capital Corp
N/A—37,430-37,430-100%$2.5M———
CreativeOne Wealth, LLC
N/A—35,947-35,947-100%$2.4M———
Citadel Advisors LLC
N/A—35,075-35,075-100%$2.4M———
Janney Montgomery Scott LLC
N/A—34,750-34,750-100%$2.3M———
Gladstone Institutional Advisory LLC
N/A—34,361-34,361-100%$2.3M———
Arax Advisory Partners
N/A—33,629-33,629-100%$2.3M———
Empirical Asset Management, LLC
N/A—33,476-33,476-100%$2.2M———
Arkadios Wealth Advisors
N/A—31,113-31,113-100%$2.1M———
Johnson Investment Counsel Inc
N/A—29,840-29,840-100%$2.0M———
Audent Global Asset Management, LLC
N/A—28,844-28,844-100%$1.9M———
Rockefeller Capital Management L.P.
N/A—27,592-27,592-100%$1.8M———
Mmbg Investment Advisors Co.
N/A—27,470-27,470-100%$1.8M———
CIBC World Market Inc.
N/A—27,014-27,014-100%$1.8M———
NewEdge Advisors, LLC
N/A—26,480-26,480-100%$1.8M———
&partners
N/A—25,697-25,697-100%$1.7M———
Pathstone Holdings, LLC
N/A—24,268-24,268-100%$1.6M———
Northern Trust Corp
N/A—24,146-24,146-100%$1.6M———
Commerce Bank
N/A—23,592-23,592-100%$1.6M———
Mercer Global Advisors Inc
N/A—23,087-23,087-100%$1.5M———
Focus Partners Wealth
N/A—22,802-22,802-100%$1.5M———
Valmark Advisers, Inc.
N/A—22,724-22,724-100%$1.5M———
Mariner, LLC
N/A—22,070-22,070-100%$1.5M———
Kovack Advisors, Inc.
N/A—21,917-21,917-100%$1.5M———
Quantinno Capital Management LP
N/A—21,642-21,642-100%$1.5M———
Simmons Bank
N/A—21,060-21,060-100%$1.4M———
Sankala Group LLC
N/A—21,008-21,008-100%$1.5M———
Adams Wealth Management
N/A—19,830-19,830-100%$1.3M———
CacheTech Inc.
N/A—19,830-19,830-100%$1.3M———
Scotia Capital Inc.
N/A—19,614-19,614-100%$1.3M———
Tudor Investment Corp ET AL
N/A—19,196-19,196-100%$1.3M———
Smith, Moore & Co.
N/A—18,620-18,620-100%$1.2M———
MAI Capital Management
N/A—18,363-18,363-100%$1.2M———
Beacon Pointe Advisors, LLC
N/A—18,280-18,280-100%$1.2M———
Liberty Wealth Management LLC
N/A—18,161-18,161-100%$1.1M———
WCG Wealth Advisors LLC
N/A—17,376-17,376-100%$1.2M———
IFG Advisory, LLC
N/A—16,976-16,976-100%$1.1M———
NorthRock Partners, LLC
N/A—16,833-16,833-100%$1.1M———
Cresset Asset Management, LLC
N/A—16,317-16,317-100%$1.1M———
OneDigital Investment Advisors LLC
N/A—16,078-16,078-100%$1.1M———
Cerity Partners LLC
N/A—15,416-15,416-100%$1.0M———
Blair William & Co
N/A—15,040-15,040-100%$1.0M———
AFT, Forsyth & Company, Inc.
N/A—15,024-15,024-100%$1.0M———
Renaissance Technologies LLC
N/A—14,900-14,900-100%$998.4K———
SOA Wealth Advisors, Llc.
N/A—14,870-14,870-100%$996.4K———
Bartlett & Co. Wealth Management LLC
N/A—14,539-14,539-100%$974.3K———
Haverford Trust Co
N/A—14,410-14,410-100%$965.6K———
Brown Advisory Inc
N/A—14,065-14,065-100%$942.5K———
Oxinas Partners, LLC
N/A—13,980-13,980-100%$936.8K———
Moneta Group Investment Advisors LLC
N/A—13,519-13,519-100%$905.9K———
Bellwether Advisors, LLC
N/A—13,169-13,169-100%$882.5K———
V2 Financial group LLC
N/A—13,000-13,000-100%$871.1K———
Cary Street Partners Financial LLC
N/A—12,909-12,909-100%$865.0K———
Advisory Services Network, LLC
N/A—12,717-12,717-100%$852.2K———
Federation des caisses Desjardins du Quebec
N/A—12,708-12,708-100%$851.6K———
HSBC Holdings PLC
N/A—12,486-12,486-100%$836.7K———
Heritage Wealth Advisors
N/A—12,368-12,368-100%$828.8K———
Wealthspire Advisors, LLC
N/A—12,349-12,349-100%$827.5K———
O'shaughnessy Asset Management, LLC
N/A—12,060-12,060-100%$808.1K———
Regal Investment Advisors LLC
N/A—11,849-11,849-100%$794.0K———
Boreal Capital Management LLC
N/A—11,695-11,695-100%$783.7K———
Stratos Wealth Partners, Ltd.
N/A—11,473-11,473-100%$768.9K———
Ameritas Advisory Services, LLC
N/A—11,189-11,189-100%$749.8K———
Qube Research & Technologies Ltd
N/A—11,080-11,080-100%$742.5K———
Sachetta, LLC
N/A—11,033-11,033-100%$739.3K———
Great Valley Advisor Group, Inc.
N/A—10,611-10,611-100%$711.3K———
Waterloo Capital, L.P.
N/A—10,404-10,404-100%$697.2K———
Owen LaRue, LLC
N/A—10,118-10,118-100%$678.0K———
HighPoint Advisor Group LLC
N/A—10,061-10,061-100%$674.2K———
Oxford Financial Group, Ltd. LLC
N/A—10,055-10,055-100%$673.8K———
Valor Advisors LLC
N/A—9,875-9,875-100%$661.7K———
BFC Planning, Inc.
N/A—9,661-9,661-100%$647.4K———
CIBC Bancorp USA Inc.
N/A—9,550-9,550-100%$639.9K———
Stephens Inc
N/A—9,446-9,446-100%$633.0K———
Coastal Bridge Advisors, LLC
N/A—9,415-9,415-100%$630.9K———
Moors & Cabot, Inc.
N/A—9,299-9,299-100%$623.1K———
Thomasville National Bank
N/A—9,275-9,275-100%$621.5K———
Huntington National Bank
N/A—9,192-9,192-100%$616.0K———
Black Swift Group, LLC
N/A—9,175-9,175-100%$614.8K———
Symphony Financial Services, Inc.
N/A—9,170-9,170-100%$614.5K———
Wealthspire Retirement, LLC
N/A—9,000-9,000-100%$603.1K———
Cozad Asset Management Inc
N/A—8,981-8,981-100%$601.8K———
AQR Capital Management LLC
N/A—8,905-8,905-100%$596.7K———
Caprock Group, LLC
N/A—8,800-8,800-100%$589.7K———
Integrated Wealth Concepts LLC
N/A—8,404-8,404-100%$563.1K———
Snowden Capital Advisors LLC
N/A—8,393-8,393-100%$562.4K———
Indie Asset Partners, LLC
N/A—8,355-8,355-100%$559.9K———
Planning Directions Inc
N/A—8,348-8,348-100%$559.4K———
Readystate Asset Management LP
N/A—8,096-8,096-100%$542.5K———
RWA Wealth Partners, LLC
N/A—7,970-7,970-100%$534.1K———
Navellier & Associates Inc
N/A—7,930-7,930-100%$531.4K———
Principal Securities, Inc.
N/A—7,890-7,890-100%$528.7K———
Aptus Capital Advisors, LLC
N/A—7,742-7,742-100%$518.8K———
Brookwood Investment Group LLC
N/A—7,680-7,680-100%$514.6K———
Merit Financial Group, LLC
N/A—7,575-7,575-100%$507.6K———
Mutual Advisors, LLC
N/A—7,491-7,491-100%$502.0K———
Moment Partners, LLC
N/A—7,375-7,375-100%$494.2K———
EP Wealth Advisors, LLC
N/A—7,145-7,145-100%$478.8K———
Ancora Advisors LLCA
N/A—7,071-7,071-100%$473.8K———
Jacobs Equity LLC
N/A—7,035-7,035-100%$471.4K———
SEI Investments Co
N/A—7,011-7,011-100%$469.8K———
BlackRock, Inc.
N/A—6,986-6,986-100%$468.1K———
Baird Financial Group, Inc.
N/A—6,965-6,965-100%$466.7K———
Whittier Trust Co of Nevada Inc
N/A—6,875-6,875-100%$478.3K———
Athena Investment Management
N/A—6,546-6,546-100%$438.6K———
American Financial Advisors, LLC
N/A—6,466-6,466-100%$433.3K———
Ameriflex Group, Inc.
N/A—6,407-6,407-100%$429.3K———
Counterweight Ventures, LLC
N/A—6,154-6,154-100%$412.4K———
Allworth Financial LP
N/A—5,832-5,832-100%$390.8K———
Garrison Point Advisors, LLC
N/A—5,705-5,705-100%$382.3K———
Palisades Hudson Asset Management, L.P.
N/A—5,692-5,692-100%$381.0K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—5,639-5,639-100%$377.9K———
Flputnam Investment Management Co
N/A—5,594-5,594-100%$384.1K———
Atlantic Union Bankshares Corp
N/A—5,590-5,590-100%$374.6K———
Harbour Investments, Inc.
N/A—5,506-5,506-100%$369.0K———
IEQ Capital, LLC
N/A—5,460-5,460-100%$365.9K———
Summit Financial, LLC
N/A—5,396-5,396-100%$361.6K———
Arrowroot Family Office, LLC
N/A—5,359-5,359-100%$359.1K———
Savvy Advisors, Inc.
N/A—5,322-5,322-100%$356.6K———
Geneos Wealth Management Inc.
N/A—5,257-5,257-100%$352.3K———
Waverly Advisors, LLC
N/A—5,061-5,061-100%$339.1K———
Meridian Management Co
N/A—5,000-5,000-100%$335.1K———
Rollins Financial Advisors, LLC
N/A—4,908-4,908-100%$328.9K———
Two Sigma Securities, LLC
N/A—4,881-4,881-100%$327.1K———
Cardiff Park Advisors, LLC
N/A—4,806-4,806-100%$322.0K———
Sequoia Financial Advisors, LLC
N/A—4,681-4,681-100%$313.7K———
Level Four Advisory Services, LLC
N/A—4,663-4,663-100%$312.5K———
Summit Wealth Group, LLC
N/A—4,663-4,663-100%$312.5K———
Stratos Investment Management, LLC
N/A—4,653-4,653-100%$311.8K———
UBS Asset Management Americas LLC
N/A—4,610-4,610-100%$308.9K———
Medallion Wealth Advisors, LLC
N/A—4,548-4,548-100%$304.8K———
KKM Financial LLC
N/A—4,540-4,540-100%$304.2K———
Kayne Anderson Rudnick Investment Management LLC
N/A—4,496-4,496-100%$301.5K———
Maxele Advisors, LLC
N/A—4,493-4,493-100%$301.1K———
Pinnacle Financial Partners, Inc.
N/A—4,462-4,462-100%$299.0K———
Focus Partners Advisor Solutions, LLC
N/A—4,440-4,440-100%$297.5K———
Clearstead Advisors, LLC
N/A—4,428-4,428-100%$296.7K———
Gotham Asset Management, LLC
N/A—4,307-4,307-100%$288.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—4,300-4,300-100%$288.1K———
Caldwell Sutter Capital, Inc.
N/A—4,265-4,265-100%$285.8K———
Insigneo Advisory Services, LLC
N/A—4,201-4,201-100%$281.5K———
Keel Point, LLC
N/A—4,147-4,147-100%$277.9K———
Fisher Asset Management, LLC
N/A—4,127-4,127-100%$276.6K———
Pingora Partners LLC
N/A—4,086-4,086-100%$273.8K———
Fort Sheridan Advisors LLC
N/A—4,060-4,060-100%$272.1K———
Lcnb Corp
N/A—4,000-4,000-100%$268.0K———
Trillium Asset Management, LLC
N/A—3,940-3,940-100%$264.0K———
Independent Advisor Alliance
N/A—3,932-3,932-100%$263.5K———
Round Rock Advisors LLC
N/A—3,641-3,641-100%$244.0K———
Ridge Creek Global, Inc
N/A—3,615-3,615-100%$242.2K———
Boston Partners
N/A—3,589-3,589-100%$240.5K———
PFG Investments, LLC
N/A—3,519-3,519-100%$235.8K———
Nuveen, LLC
N/A—3,505-3,505-100%$234.9K———
Kingsview Wealth Management, LLC
N/A—3,402-3,402-100%$228.0K———
Benjamin Edwards Inc
N/A—3,364-3,364-100%$225.4K———
Bedel Financial Consulting, Inc.
N/A—3,327-3,327-100%$222.9K———
Resurgent Financial Advisors LLC
N/A—3,266-3,266-100%$218.9K———
Clare Market Investments LLC
N/A—3,250-3,250-100%$217.8K———
Marshall Financial Group, LLC
N/A—3,248-3,248-100%$217.6K———
Collaborative Wealth Managment Inc.
N/A—3,200-3,200-100%$214.4K———
Western Wealth Management, LLC
N/A—3,173-3,173-100%$212.6K———
Pitcairn Wealth Advisors LLC
N/A—3,150-3,150-100%$211.1K———
Keebeck Wealth Management
N/A—3,141-3,141-100%$210.5K———
IHT Wealth Management, LLC
N/A—3,115-3,115-100%$208.7K———
M&T Bank Corp
N/A—3,072-3,072-100%$205.9K———
Composition Wealth, LLC
N/A—3,023-3,023-100%$202.6K———
BNP Paribas Financial Markets
N/A—2,925-2,925-100%$196.0K———
Russell Investments Group, Ltd.
N/A—2,779-2,779-100%$186.2K———
Centaurus Financial, Inc.
N/A—2,160-2,160-100%$145.0K———
Bessemer Group Inc
N/A—1,685-1,685-100%$113.0K———
Franklin Resources Inc
N/A—1,640-1,640-100%$109.9K———
AE Wealth Management LLC
N/A—1,388-1,388-100%$93.1K———
Front Row Advisors LLC
N/A—1,352-1,352-100%$95.8K———
CVA Family Office, LLC
N/A—1,035-1,035-100%$69.4K———
Global Retirement Partners, LLC
N/A—925-925-100%$62.0K———
HHM Wealth Advisors, LLC
N/A—890-890-100%$59.6K———
Basepoint Wealth LLC
N/A—881-881-100%$59.1K———
Synergy Investment Management, LLC
N/A—830-830-100%$55.6K———
Strategic Investment Solutions, Inc.
N/A—809-809-100%$54.2K———
Frazier Financial Advisors, LLC
N/A—807-807-100%$54.1K———
New Republic Capital, LLC
N/A—766-766-100%$51.3K———
Family Manage LLC
N/A—750-750-100%$50.3K———
Tidemark, LLC
N/A—705-705-100%$47.2K———
Fiduciary Financial Advisors
N/A—676-676-100%$45.2K———
LRI Investments, LLC
N/A—675-675-100%$45.2K———
Bank of the Bluegrass & Trust Co.
N/A—650-650-100%$46.5K———
Brown Brothers Harriman & Co
N/A—570-570-100%$38.2K———
Continuum Advisory, LLC
N/A—535-535-100%$35.9K———
N.E.W. Advisory Services LLC
N/A—506-506-100%$33.9K———
Bellevue Asset Management, LLC
N/A—500-500-100%$33.5K———
Truvestments Capital LLC
N/A—500-500-100%$33.5K———
Westfuller Advisors, LLC
N/A—495-495-100%$33.2K———
Regatta Research & Money Management
N/A—490-490-100%$32.8K———
Purpose Unlimited Inc.
N/A—490-490-100%$33.4K———
SHP Wealth Management
N/A—415-415-100%$27.8K———
Steigerwald, Gordon & Koch Inc.
N/A—385-385-100%$25.8K———
VSM Wealth Advisory, LLC
N/A—380-380-100%$25.5K———
Wellington-Altus USA Inc.
N/A—363-363-100%$22.4K———
Vision Retirement, LLC
N/A—355-355-100%$23.8K———
HighMark Wealth Management LLC
N/A—308-308-100%$20.6K———
Centennial Bank
N/A—299-299-100%$20.0K———
Tiaa Wealth Investment Management LLC
N/A—269-269-100%$18.3K———
Kerr Financial Planning Corp
N/A—255-255-100%$17.0K———
Glenmede Trust Co NA
N/A—200-200-100%$13.4K———
Institute for Wealth Management, Llc.
N/A—159-159-100%$10.7K———
Miller Capital Partners, Inc.
N/A—150-150-100%$10.1K———
Rothschild Investment LLC
N/A—150-150-100%$10.1K———
SouthState Bank Corp
N/A—115-115-100%$7.7K———
FAS Wealth Partners, Inc.
N/A—108-108-100%$7.3K———
Capital Analysts, LLC
N/A—77-77-100%$5———
Founders Financial Alliance, LLC
N/A—75-75-100%$5.0K———
TD Capital Management LLC
N/A—64-64-100%$4.3K———
Nalls Sherbakoff Group, LLC
N/A—60-60-100%$4.0K———
Anchor Investment Management, LLC
N/A—52-52-100%$3.5K———
PlanVest Financial, Inc
N/A—52-52-100%$3.5K———
Silver OAK Securities, Incorporated
N/A—51-51-100%$3.4K———
Dunhill Financial, LLC
N/A—41-41-100%$2.7K———
Core Capital Management & Research, inc.
N/A—40-40-100%$3.0K———
HM Payson & Co
N/A—25-25-100%$1.7K———
Gould Capital, LLC
N/A—12-12-100%$804———
Glassman Wealth Services
N/A—2-2-100%$134———
Showing 574 of 574 institutions