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Ishares 3-7 Year Treasury BO (IEI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Assetmark, Inc
INCREASED
Shares4,856,733 from 3,939,898
Change+916,835 (+23%)
Value$550.9M (+$88.2M)
Filed 2026-10-21
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares2,498,166 from 2,445,430
Change+52,736 (+2%)
Value$283.5M (-$4.4M)
Filed 2026-10-29
Truist Financial Corp
DECREASED
Shares1,803,968 from 1,870,174
Change-66,206 (-4%)
Value$204.6M (-$15.0M)
Filed 2026-10-30
Facet Wealth, Inc.
INCREASED
Shares1,501,796 from 1,212,867
Change+288,929 (+24%)
Value$170.4M (+$27.9M)
Filed 2026-11-04
Creative Planning
DECREASED
Shares1,135,328 from 1,147,868
Change-12,540 (-1%)
Value$128.8M (-$6.0M)
Filed 2026-11-02
WestEnd Advisors, LLC
INCREASED
Shares1,127,424 from 1,099,976
Change+27,448 (+3%)
Value$127.9M (-$1.3M)
Filed 2026-10-27
Evergreen Capital Management LLC
INCREASED
Shares924,993 from 730,746
Change+194,247 (+27%)
Value$104.9M (+$19.1M)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares824,753 from 215,347
Change+609,406 (+283%)
Value$90.3M (+$68.6M)
Filed 2026-10-13
Cantor Fitzgerald Investment Advisors L.P.
DECREASED
Shares756,408 from 760,770
Change-4,362 (-1%)
Value$85.8M (-$3.5M)
Filed 2026-10-21
Strategic Point Investment Advisors, LLC
INCREASED
Shares677,300 from 667,170
Change+10,130 (+2%)
Value$76.8M (-$1.5M)
Filed 2026-10-29
OpenArc Corporate Advisory, LLC
INCREASED
Shares618,496 from 575,601
Change+42,895 (+7%)
Value$70.2M (+$2.6M)
Filed 2026-10-21
Sagespring Wealth Partners, LLC
INCREASED
Shares563,597 from 536,921
Change+26,676 (+5%)
Value$63.9M (+$873.0K)
Filed 2026-10-22
Bank of New York Mellon Corp
INCREASED
Shares499,411 from 484,301
Change+15,110 (+3%)
Value$56.7M (-$228.0K)
Filed 2026-11-05
Keybank National Association
INCREASED
Shares429,146 from 411,681
Change+17,465 (+4%)
Value$48.7M (+$330.3K)
Filed 2026-11-04
3Edge Asset Management, LP
INCREASED
Shares405,486 from 244,355
Change+161,131 (+66%)
Value$46.0M (+$17.3M)
Filed 2026-10-30
Watchman Group, Inc.
NEW
Shares387,270
Change+387,270
Value$43.9M
Filed 2026-10-16
Willis Johnson Wealth, Inc.
INCREASED
Shares377,691 from 362,619
Change+15,072 (+4%)
Value$42.8M (+$255.6K)
Filed 2026-11-03
TD Private Client Wealth LLC
DECREASED
Shares374,707 from 394,622
Change-19,915 (-5%)
Value$42.5M (-$3.8M)
Filed 2026-10-28
New Harbor Financial Group, LLC
INCREASED
Shares309,165 from 294,999
Change+14,166 (+5%)
Value$35.1M (+$424.1K)
Filed 2026-10-22
CVS Health Corp
INCREASED
Shares300,000 from 182,800
Change+117,200 (+64%)
Value$34.0M (+$12.6M)
Filed 2026-11-05
DT Investment Partners, LLC
INCREASED
Shares270,970 from 249,078
Change+21,892 (+9%)
Value$30.7M (+$1.5M)
Filed 2026-10-27
MBL Wealth, LLC
INCREASED
Shares269,232 from 252,032
Change+17,200 (+7%)
Value$30.5M (+$940.5K)
Filed 2026-10-22
Anchor Capital Advisors LLC
DECREASED
Shares249,746 from 252,001
Change-2,255 (-1%)
Value$28.3M (-$1.3M)
Filed 2026-11-05
School Employees Retirement Board of Ohio
DECREASED
Shares246,924 from 378,065
Change-131,141 (-35%)
Value$28.0M (-$16.4M)
Filed 2026-10-22
Ddfg, Inc
INCREASED
Shares241,710 from 236,514
Change+5,196 (+2%)
Value$27.4M (-$358.9K)
Filed 2026-10-15
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares240,784 from 248,530
Change-7,746 (-3%)
Value$27.3K (-$29.2M)
Filed 2026-11-02
Blueprint Investment Partners LLC
INCREASED
Shares237,667 from 203,485
Change+34,182 (+17%)
Value$27.0M (+$3.1M)
Filed 2026-10-28
Commonwealth Equity Services, LLC
DECREASED
Shares230,093 from 263,033
Change-32,940 (-13%)
Value$26.1M (-$4.8M)
Filed 2026-11-02
Hoese & Co LLP
INCREASED
Shares227,218 from 226,598
Change+620 (+0%)
Value$25.8M (-$838.3K)
Filed 2026-10-21
Jmac Enterprises LLC
INCREASED
Shares219,696 from 216,321
Change+3,375 (+2%)
Value$24.9M (-$484.6K)
Filed 2026-10-30
Acropolis Investment Management, LLC
INCREASED
Shares208,079 from 43,597
Change+164,482 (+377%)
Value$23.6M (+$18.5M)
Filed 2026-10-08
US Bancorp \de\
DECREASED
Shares200,390 from 204,268
Change-3,878 (-2%)
Value$22.7M (-$1.3M)
Filed 2026-11-05
Concurrent Investment Advisors, LLC
INCREASED
Shares190,124 from 156,603
Change+33,521 (+21%)
Value$21.6M (+$3.2M)
Filed 2026-10-16
Independence Financial Advisors, LLC
INCREASED
Shares184,973 from 175,850
Change+9,123 (+5%)
Value$21.0M (+$329.7K)
Filed 2026-10-08
Allspring Global Investments Holdings, LLC
DECREASED
Shares184,080 from 364,950
Change-180,870 (-50%)
Value$20.9M (-$22.0M)
Filed 2026-11-04
Armstrong Advisory Group, Inc
DECREASED
Shares178,126 from 657,428
Change-479,302 (-73%)
Value$20.2M (-$57.0M)
Filed 2026-10-09
Blueprint Financial Advisors LLC
INCREASED
Shares168,367 from 142,864
Change+25,503 (+18%)
Value$19.1M (+$2.3M)
Filed 2026-10-28
Global Trust Asset Management, LLC
INCREASED
Shares168,154 from 140,020
Change+28,134 (+20%)
Value$19.1M (+$2.6M)
Filed 2026-10-19
Citizens Financial Group Inc
INCREASED
Shares148,794 from 137,479
Change+11,315 (+8%)
Value$16.9M (+$732.3K)
Filed 2026-10-23
Paulson Wealth Management Inc.
INCREASED
Shares145,442 from 123,856
Change+21,586 (+17%)
Value$16.5M (+$2.0M)
Filed 2026-11-02
ETF Portfolio Partners, Inc.
DECREASED
Shares140,704 from 150,016
Change-9,312 (-6%)
Value$16.0M (-$1.7M)
Filed 2026-10-22
Capital Investment Services of America, Inc.
DECREASED
Shares137,722 from 137,852
Change-130 (0%)
Value$15.6M (-$567.5K)
Filed 2026-11-02
Mirabaud & Cie SA
DECREASED
Shares135,361 from 188,424
Change-53,063 (-28%)
Value$15.4M (-$6.8M)
Filed 2026-10-27
Courier Capital LLC
INCREASED
Shares131,020 from 125,533
Change+5,487 (+4%)
Value$14.9M (+$119.1K)
Filed 2026-10-19
Thrivent Financial for Lutherans
INCREASED
Shares119,814 from 64,635
Change+55,179 (+85%)
Value$13.6M (+$6.0M)
Filed 2026-11-05
MBM Wealth Consultants, LLC
INCREASED
Shares119,476 from 111,055
Change+8,421 (+8%)
Value$13.6M (+$509.9K)
Filed 2026-10-20
Cordoba Advisory Partners LLC
INCREASED
Shares118,483 from 117,308
Change+1,175 (+1%)
Value$13.4M (-$337.1K)
Filed 2026-10-19
Bond & Devick Financial Network, Inc.
INCREASED
Shares117,425 from 110,728
Change+6,697 (+6%)
Value$13.3M (+$315.7K)
Filed 2026-10-23
One Day In July LLC
INCREASED
Shares110,530 from 25,936
Change+84,594 (+326%)
Value$12.5M (+$9.5M)
Filed 2026-10-30
McKinley Carter Wealth Services, Inc.
DECREASED
Shares109,421 from 119,027
Change-9,606 (-8%)
Value$12.4M (-$1.6M)
Filed 2026-10-16
Eley Financial Management, Inc
INCREASED
Shares107,043 from 105,761
Change+1,282 (+1%)
Value$12.1M (-$278.7K)
Filed 2026-11-03
Woodmont Investment Counsel LLC
INCREASED
Shares106,328 from 105,563
Change+765 (+1%)
Value$12.1M (-$336.6K)
Filed 2026-10-29
Farther Finance Advisors, LLC
INCREASED
Shares105,521 from 104,170
Change+1,351 (+1%)
Value$12.0M (-$264.5K)
Filed 2026-10-08
Boltwood Capital Management
INCREASED
Shares101,696 from 99,909
Change+1,787 (+2%)
Value$11.5M (-$197.9K)
Filed 2026-10-02
RCS Financial Planning, LLC
NEW
Shares97,347
Change+97,347
Value$11.0M
Filed 2026-10-14
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares97,252 from 85,431
Change+11,821 (+14%)
Value$11.0M (+$998.4K)
Filed 2026-11-03
Cabot Wealth Management Inc
DECREASED
Shares94,492 from 107,436
Change-12,944 (-12%)
Value$10.7M (-$1.9M)
Filed 2026-11-05
CFS Investment Advisory Services, LLC
DECREASED
Shares93,523 from 110,515
Change-16,992 (-15%)
Value$10.6M (-$2.3M)
Filed 2026-10-19
First Financial Bank - Trust Division
INCREASED
Shares92,461 from 89,830
Change+2,631 (+3%)
Value$10.5M (-$61.8K)
Filed 2026-10-01
Pictet Asset Management Holding SA
INCREASED
Shares91,500 from 89,000
Change+2,500 (+3%)
Value$10.4M (-$73.3K)
Filed 2026-11-03
Values First Advisors, Inc.
INCREASED
Shares89,338 from 49,287
Change+40,051 (+81%)
Value$10.1M (+$4.3M)
Filed 2026-10-23
Wealthcare Capital Management LLC
DECREASED
Shares89,223 from 98,380
Change-9,157 (-9%)
Value$10.1M (-$1.4M)
Filed 2026-10-21
Diversify Advisory Services, LLC
DECREASED
Shares86,548 from 131,264
Change-44,716 (-34%)
Value$9.9M (-$5.4M)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares86,548 from 131,264
Change-44,716 (-34%)
Value$9.9M (-$5.4M)
Filed 2026-10-20
Surience Private Wealth LLC
INCREASED
Shares86,346 from 20,911
Change+65,435 (+313%)
Value$9.8M (+$7.3M)
Filed 2026-10-16
Lido Advisors, LLC
DECREASED
Shares85,473 from 103,271
Change-17,798 (-17%)
Value$9.7M (-$2.4M)
Filed 2026-11-04
Kestra Private Wealth Services, LLC
INCREASED
Shares85,283 from 81,484
Change+3,799 (+5%)
Value$9.7M (+$104.2K)
Filed 2026-10-30
Premier Path Wealth Partners, LLC
DECREASED
Shares84,170 from 86,909
Change-2,739 (-3%)
Value$9.5M (-$659.2K)
Filed 2026-10-16
Tanglewood Wealth Management, Inc.
DECREASED
Shares83,874 from 1,445,259
Change-1,361,385 (-94%)
Value$9.5M (-$160.2M)
Filed 2026-10-23
Citigroup Inc
DECREASED
Shares83,038 from 650,548
Change-567,510 (-87%)
Value$9.4M (-$67.0M)
Filed 2026-11-04
Foundry Financial Group, Inc.
INCREASED
Shares80,604 from 77,844
Change+2,760 (+4%)
Value$9.1M (+$940)
Filed 2026-10-28
Proathlete Wealth Management LLC
INCREASED
Shares80,151 from 64,292
Change+15,859 (+25%)
Value$9.1M (+$1.5M)
Filed 2026-10-15
Foronjy Financial LLC
DECREASED
Shares77,746 from 144,494
Change-66,748 (-46%)
Value$8.8M (-$8.2M)
Filed 2026-10-14
Community Trust & Investment Co
DECREASED
Shares75,652 from 77,593
Change-1,941 (-2%)
Value$8.6M (-$531.3K)
Filed 2026-10-15
Patten & Patten Inc
DECREASED
Shares74,030 from 79,260
Change-5,230 (-7%)
Value$8.4M (-$911.1K)
Filed 2026-10-26
BayBridge Capital Group, LLC
INCREASED
Shares74,006 from 30,945
Change+43,061 (+139%)
Value$8.4M (+$4.8M)
Filed 2026-10-13
Benchmark Financial, LLC
INCREASED
Shares72,280 from 66,408
Change+5,872 (+9%)
Value$8.2M (+$399.8K)
Filed 2026-10-16
Maltin Wealth Management, Inc.
INCREASED
Shares70,645 from 34,617
Change+36,028 (+104%)
Value$8.0M (+$3.9M)
Filed 2026-10-13
Midwest Professional Planners, Ltd.
DECREASED
Shares69,231 from 71,494
Change-2,263 (-3%)
Value$7.9M (-$543.5K)
Filed 2026-10-29
PFG Advisors
DECREASED
Shares68,585 from 75,241
Change-6,656 (-9%)
Value$7.8M (-$1.1M)
Filed 2026-10-16
Prospera Financial Services Inc
INCREASED
Shares65,963 from 61,597
Change+4,366 (+7%)
Value$7.6M (+$372.9K)
Filed 2026-11-04
Camden National Bank
INCREASED
Shares65,649 from 62,695
Change+2,954 (+5%)
Value$7.4M (+$83.7K)
Filed 2026-11-02
Great Diamond Partners, LLC
INCREASED
Shares64,576 from 60,578
Change+3,998 (+7%)
Value$7.3M (+$210.7K)
Filed 2026-10-13
D.A. Davidson & Co.
DECREASED
Shares64,532 from 97,102
Change-32,570 (-34%)
Value$7.3M (-$4.1M)
Filed 2026-10-28
Altman Advisors, Inc.
INCREASED
Shares63,405 from 63,212
Change+193 (+0%)
Value$7.2M (-$231.6K)
Filed 2026-11-05
Fifth Third Bancorp
DECREASED
Shares63,196 from 71,780
Change-8,584 (-12%)
Value$7.2M (-$1.3M)
Filed 2026-11-05
James Investment Research, Inc.
DECREASED
Shares62,094 from 63,232
Change-1,138 (-2%)
Value$7.0M (-$382.8K)
Filed 2026-10-22
4J Wealth Management LLC
DECREASED
Shares61,637 from 65,537
Change-3,900 (-6%)
Value$7.0M (-$705.2K)
Filed 2026-11-02
InTrack Investment Management Inc
INCREASED
Shares61,088 from 54,004
Change+7,084 (+13%)
Value$6.9M (+$587.0K)
Filed 2026-10-15
Procyon Advisors, LLC
DECREASED
Shares60,655 from 64,226
Change-3,571 (-6%)
Value$6.9M (-$662.6K)
Filed 2026-10-21
Frontier Asset Management, LLC
INCREASED
Shares60,597 from 58,814
Change+1,783 (+3%)
Value$6.9M (-$33.6K)
Filed 2026-10-28
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares60,316 from 72,420
Change-12,104 (-17%)
Value$6.8M (-$1.7M)
Filed 2026-10-14
Centerline Wealth Advisors, LLC
INCREASED
Shares60,256 from 56,062
Change+4,194 (+7%)
Value$6.8M (+$251.0K)
Filed 2026-10-15
AMG National Trust Bank
INCREASED
Shares59,589 from 53,257
Change+6,332 (+12%)
Value$6.8M (+$504.7K)
Filed 2026-11-05
DSG Capital Advisors, LLC
DECREASED
Shares57,377 from 58,746
Change-1,369 (-2%)
Value$6.5M (-$349.2K)
Filed 2026-11-05
MFA Wealth Services
INCREASED
Shares56,715 from 54,356
Change+2,359 (+4%)
Value$6.4M (+$49.6K)
Filed 2026-10-14
Atria Investments, Inc
INCREASED
Shares55,907 from 41,905
Change+14,002 (+33%)
Value$6.3M (+$1.4M)
Filed 2026-10-15
Whalen Wealth Management Inc.
DECREASED
Shares55,584 from 65,471
Change-9,887 (-15%)
Value$6.3M (-$1.4M)
Filed 2026-10-08
Blue Fin Capital, Inc.
INCREASED
Shares55,579 from 52,614
Change+2,965 (+6%)
Value$6.3M (+$125.4K)
Filed 2026-10-28
AmeriServ Wealth Advisors
DECREASED
Shares54,525 from 82,174
Change-27,649 (-34%)
Value$6.2M (-$3.5M)
Filed 2026-10-21
Strategic Blueprint, LLC
INCREASED
Shares53,634 from 48,822
Change+4,812 (+10%)
Value$6.1M (+$350.1K)
Filed 2026-10-22
Semitam Bonam LLC
INCREASED
Shares51,998 from 46,825
Change+5,173 (+11%)
Value$5.9M (+$399.0K)
Filed 2026-10-27
Center For Asset Management LLC
INCREASED
Shares50,386 from 41,175
Change+9,211 (+22%)
Value$5.7M (+$879.7K)
Filed 2026-10-16
Rinkey Investments
DECREASED
Shares49,646 from 59,819
Change-10,173 (-17%)
Value$5.6M (-$1.4M)
Filed 2026-10-28
Davenport & Co LLC
DECREASED
Shares48,886 from 53,111
Change-4,225 (-8%)
Value$5.5M (-$692.2K)
Filed 2026-10-14
Kestra Advisory Services, LLC
INCREASED
Shares48,569 from 37,776
Change+10,793 (+29%)
Value$5.5M (+$1.1M)
Filed 2026-11-02
Tennessee Valley Asset Management Partners
INCREASED
Shares48,177 from 46,593
Change+1,584 (+3%)
Value$5.5M (-$7.2K)
Filed 2026-11-03
Compass Financial Group, Inc. (Ohio)
INCREASED
Shares47,903 from 44,738
Change+3,165 (+7%)
Value$5.4M (+$179.6K)
Filed 2026-10-19
Pinnacle Associates LTD
INCREASED
Shares47,249 from 44,234
Change+3,015 (+7%)
Value$5.4M (+$164.6K)
Filed 2026-10-20
Trilogy Capital Inc.
DECREASED
Shares46,826 from 48,757
Change-1,931 (-4%)
Value$5.3M (-$414.5K)
Filed 2026-10-20
Aerodigm Wealth, LLC
INCREASED
Shares46,464 from 19,831
Change+26,633 (+134%)
Value$5.3M (+$2.9M)
Filed 2026-10-16
Monument Capital Management
INCREASED
Shares45,044 from 42,857
Change+2,187 (+5%)
Value$5.1M (+$76.2K)
Filed 2026-10-09
Unique Wealth, LLC
INCREASED
Shares43,275 from 39,646
Change+3,629 (+9%)
Value$4.9M (+$252.7K)
Filed 2026-10-16
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares42,185 from 38,652
Change+3,533 (+9%)
Value$4.8M (+$245.9K)
Filed 2026-10-23
Gladwyn Financial Advisors, Inc.
INCREASED
Shares41,993 from 41,197
Change+796 (+2%)
Value$4.8M (-$74.9K)
Filed 2026-10-05
Dynamic Advisor Solutions LLC
DECREASED
Shares41,105 from 44,300
Change-3,195 (-7%)
Value$4.7M (-$540.1K)
Filed 2026-10-13
Nations Financial Group Inc,
DECREASED
Shares39,757 from 88,452
Change-48,695 (-55%)
Value$4.5M (-$5.9M)
Filed 2026-11-05
Robertson Stephens Wealth Management, LLC
DECREASED
Shares38,189 from 42,777
Change-4,588 (-11%)
Value$4.3M (-$692.0K)
Filed 2026-10-16
Vision Capital Management, Inc.
INCREASED
Shares36,844 from 34,064
Change+2,780 (+8%)
Value$4.2M (+$178.8K)
Filed 2026-10-20
Exchange Traded Concepts, LLC
INCREASED
Shares36,504 from 36,036
Change+468 (+1%)
Value$4.1M (-$91.4K)
Filed 2026-10-28
Christensen, King & Associates Investment Services, Inc.
DECREASED
Shares36,428 from 36,995
Change-567 (-2%)
Value$4.1M (-$212.6K)
Filed 2026-10-22
Ascent Group, LLC
INCREASED
Shares34,909 from 32,857
Change+2,052 (+6%)
Value$4.0M (+$101.0K)
Filed 2026-10-30
IFP Advisors, Inc
DECREASED
Shares34,755 from 36,202
Change-1,447 (-4%)
Value$3.9M (-$309.3K)
Filed 2026-10-16
Ritholtz Wealth Management
DECREASED
Shares34,582 from 85,601
Change-51,019 (-60%)
Value$3.9M (-$6.1M)
Filed 2026-11-05
Shelton Wealth Management, LLC
DECREASED
Shares34,427 from 35,730
Change-1,303 (-4%)
Value$3.9M (-$291.1K)
Filed 2026-10-16
Spartan Planning & Wealth Management
INCREASED
Shares33,236 from 29,542
Change+3,694 (+13%)
Value$3.8M (+$300.6K)
Filed 2026-10-13
Daymark Wealth Partners, LLC
DECREASED
Shares32,707 from 40,339
Change-7,632 (-19%)
Value$3.7M (-$1.0M)
Filed 2026-11-04
Entrewealth, LLC
INCREASED
Shares32,471 from 30,460
Change+2,011 (+7%)
Value$3.7M (+$140.0K)
Filed 2026-10-14
Opus Capital Group, LLC
INCREASED
Shares32,262 from 31,887
Change+375 (+1%)
Value$3.7K (-$3.7M)
Filed 2026-10-30
Brookstone Capital Management
DECREASED
Shares31,703 from 43,354
Change-11,651 (-27%)
Value$3.6M (-$1.5M)
Filed 2026-10-22
International Private Wealth Advisors LLC
DECREASED
Shares29,976 from 31,467
Change-1,491 (-5%)
Value$3.4M (-$295.3K)
Filed 2026-11-05
Columbia Bank
DECREASED
Shares29,702 from 48,433
Change-18,731 (-39%)
Value$3.4M (-$2.3M)
Filed 2026-10-29
NorthCrest Asset Manangement, LLC
INCREASED
Shares29,297 from 28,927
Change+370 (+1%)
Value$3.3M (-$52.6K)
Filed 2026-10-13
Apella Capital, LLC
INCREASED
Shares29,104 from 7,020
Change+22,084 (+315%)
Value$3.3M (+$2.5M)
Filed 2026-10-08
William Howard & Co Financial Advisors Inc
DECREASED
Shares28,537 from 29,180
Change-643 (-2%)
Value$3.2M (-$190.0K)
Filed 2026-11-04
Endowment Wealth Management, Inc.
INCREASED
Shares28,446 from 24,794
Change+3,652 (+15%)
Value$3.2M (+$314.9K)
Filed 2026-11-03
ETF Store, Inc.
INCREASED
Shares27,025 from 26,986
Change+39 (+0%)
Value$3.1M (-$103.8K)
Filed 2026-10-19
Cyndeo Wealth Partners, LLC
DECREASED
Shares26,932 from 30,169
Change-3,237 (-11%)
Value$3.1M (-$488.1K)
Filed 2026-10-16
J2 Capital Management Inc
NEW
Shares26,268
Change+26,268
Value$3.0M
Filed 2026-10-19
Union Bancaire Privee, UBP SA
INCREASED
Shares25,917 from 25,327
Change+590 (+2%)
Value$2.9M (-$41.7K)
Filed 2026-11-04
Maseco LLP
INCREASED
Shares25,868 from 5,328
Change+20,540 (+386%)
Value$2.9M (+$2.3M)
Filed 2026-10-27
J.W. Cole Advisors, Inc.
DECREASED
Shares25,849 from 27,591
Change-1,742 (-6%)
Value$2.9M (-$308.3K)
Filed 2026-11-05
PW Nova Financial Services LLC
INCREASED
Shares25,780 from 20,546
Change+5,234 (+25%)
Value$2.9M (+$511.4K)
Filed 2026-10-15
Israel Discount Bank of New York
INCREASED
Shares25,024 from 14,532
Change+10,492 (+72%)
Value$2.8M (+$1.1M)
Filed 2026-10-14
Central Pacific Bank - Trust Division
UNCHANGED
Shares25,015 from 25,015
Change0 (0%)
Value$2.8M (-$100.3K)
Filed 2026-10-06
Belleair Asset Management, LLC
INCREASED
Shares24,444 from 16,004
Change+8,440 (+53%)
Value$2.8M (+$893.3K)
Filed 2026-11-03
Cdkv Holdings LLC
DECREASED
Shares24,181 from 26,177
Change-1,996 (-8%)
Value$2.7M (-$331.4K)
Filed 2026-10-28
Magnus Financial Group LLC
INCREASED
Shares23,938 from 23,212
Change+726 (+3%)
Value$2.7M (-$10.7K)
Filed 2026-10-21
Chesley Taft & Associates LLC
INCREASED
Shares23,907 from 23,832
Change+75 (+0%)
Value$2.7M (-$87.1K)
Filed 2026-10-13
Capital Investment Advisory Services, LLC
DECREASED
Shares23,746 from 25,170
Change-1,424 (-6%)
Value$2.7M (-$262.5K)
Filed 2026-10-30
Axxcess Wealth Management, LLC
DECREASED
Shares23,665 from 168,029
Change-144,364 (-86%)
Value$2.7M (-$17.1M)
Filed 2026-10-21
Jacobi Capital Management LLC
INCREASED
Shares23,647 from 22,620
Change+1,027 (+5%)
Value$2.7M (+$25.8K)
Filed 2026-11-05
Pacific Park Financial, Inc.
DECREASED
Shares23,178 from 33,105
Change-9,927 (-30%)
Value$2.6M (-$1.3M)
Filed 2026-10-13
Perigon Wealth Management, LLC
INCREASED
Shares22,930 from 18,982
Change+3,948 (+21%)
Value$2.6M (+$371.7K)
Filed 2026-10-22
Robinson Value Management, Ltd.
INCREASED
Shares22,879 from 21,083
Change+1,796 (+9%)
Value$2.6M (+$119.2K)
Filed 2026-10-20
Avidian Wealth Enterprises, LLC
INCREASED
Shares22,553 from 7,395
Change+15,158 (+205%)
Value$2.6M (+$1.7M)
Filed 2026-10-08
GC Wealth Management RIA, LLC
INCREASED
Shares22,100 from 20,458
Change+1,642 (+8%)
Value$2.5M (+$104.2K)
Filed 2026-11-02
Legacy Wealth Partners, LLC
NEW
Shares22,028
Change+22,028
Value$2.5M
Filed 2026-10-15
Beacon Bank & Trust
INCREASED
Shares21,452 from 15,427
Change+6,025 (+39%)
Value$2.4M (+$621.6K)
Filed 2026-10-27
Signature Estate & Investment Advisors LLC
INCREASED
Shares21,439 from 18,987
Change+2,452 (+13%)
Value$2.4M (+$202.1K)
Filed 2026-10-13
Eagle Strategies LLC
INCREASED
Shares20,905 from 20,219
Change+686 (+3%)
Value$2.4M (-$3.3K)
Filed 2026-10-16
MFA Wealth Advisors, LLC
INCREASED
Shares20,852 from 20,701
Change+151 (+1%)
Value$2.4M (-$65.9K)
Filed 2026-10-07
Arrien Investments, Inc.
INCREASED
Shares20,153 from 4,443
Change+15,710 (+354%)
Value$2.3M (+$1.8M)
Filed 2026-10-30
AUA Capital Management, LLC
DECREASED
Shares19,271 from 19,364
Change-93 (0%)
Value$2.2M (-$88.2K)
Filed 2026-10-15
Conning Inc.
UNCHANGED
Shares19,236 from 19,236
Change0 (0%)
Value$2.2M (-$77.1K)
Filed 2026-10-27
Ridgepath Capital Management LLC
DECREASED
Shares19,133 from 195,218
Change-176,085 (-90%)
Value$2.2M (-$20.8M)
Filed 2026-10-29
Higgins & Schmidt Wealth Strategies LLC
NEW
Shares19,098
Change+19,098
Value$2.2M
Filed 2026-10-26
Bingham Private Wealth, LLC
DECREASED
Shares18,990 from 19,789
Change-799 (-4%)
Value$2.2M (-$170.0K)
Filed 2026-11-05
Mariner Investment Group LLC
DECREASED
Shares18,461 from 20,551
Change-2,090 (-10%)
Value$2.1M (-$319.5K)
Filed 2026-11-04
Resonant Capital Advisors, LLC
UNCHANGED
Shares18,225 from 18,225
Change0 (0%)
Value$2.1M (-$73.1K)
Filed 2026-10-15
MGO One Seven LLC
INCREASED
Shares18,114 from 7,284
Change+10,830 (+149%)
Value$2.1M (+$1.2M)
Filed 2026-10-28
Verdence Capital Advisors LLC
INCREASED
Shares17,412 from 16,510
Change+902 (+5%)
Value$2.0M (+$36.0K)
Filed 2026-10-26
Welch Group, LLC
INCREASED
Shares16,916 from 12,500
Change+4,416 (+35%)
Value$1.9M (+$450.8K)
Filed 2026-10-29
Balefire, LLC
INCREASED
Shares16,787 from 1,722
Change+15,065 (+875%)
Value$1.9M (+$1.7M)
Filed 2026-10-09
Royal Fund Management, LLC
DECREASED
Shares16,735 from 16,768
Change-33 (0%)
Value$1.9M (-$70.9K)
Filed 2026-10-22
MY Wealth Management Inc.
DECREASED
Shares16,559 from 19,443
Change-2,884 (-15%)
Value$1.9M (-$405.1K)
Filed 2026-10-21
Brian LOW Financial Group, LLC
INCREASED
Shares16,357 from 16,185
Change+172 (+1%)
Value$1.9M (-$45.4K)
Filed 2026-10-28
StoneX Group Inc.
INCREASED
Shares15,797 from 9,751
Change+6,046 (+62%)
Value$1.8M (+$654.0K)
Filed 2026-11-03
TritonPoint Partners, LLC
NEW
Shares15,772
Change+15,772
Value$1.8M
Filed 2026-11-05
TFB Advisors LLC
INCREASED
Shares15,710 from 10,504
Change+5,206 (+50%)
Value$1.8M (+$548.4K)
Filed 2026-11-02
Greenspring Advisors, LLC
INCREASED
Shares15,679 from 12,314
Change+3,365 (+27%)
Value$1.8M (+$332.3K)
Filed 2026-11-05
Twele Capital Management, Inc.
DECREASED
Shares15,476 from 16,501
Change-1,025 (-6%)
Value$1.8M (-$182.4K)
Filed 2026-10-13
Laurel OAK Wealth Management, LLC
DECREASED
Shares15,432 from 19,905
Change-4,473 (-22%)
Value$1.8M (-$587.3K)
Filed 2026-10-19
HCR Wealth Advisors
INCREASED
Shares14,876 from 11,235
Change+3,641 (+32%)
Value$1.7M (+$368.0K)
Filed 2026-10-15
RKL Wealth Management LLC
DECREASED
Shares14,822 from 15,146
Change-324 (-2%)
Value$1.7M (-$97.5K)
Filed 2026-10-16
LightSquare Wealth Management, LLC
INCREASED
Shares14,659 from 10,714
Change+3,945 (+37%)
Value$1.7M (+$404.7K)
Filed 2026-11-03
Waystone Advisors LLC
DECREASED
Shares14,113 from 14,572
Change-459 (-3%)
Value$1.7M (-$53.9K)
Filed 2026-10-16
Visionary Wealth Advisors
INCREASED
Shares13,982 from 13,916
Change+66 (+0%)
Value$1.6M (-$48.3K)
Filed 2026-11-04
Regions Financial Corp
DECREASED
Shares13,671 from 17,038
Change-3,367 (-20%)
Value$1.6M (-$450.3K)
Filed 2026-11-05
Oppenheimer Asset Management Inc.
DECREASED
Shares13,466 from 17,400
Change-3,934 (-23%)
Value$1.5M (-$516.0K)
Filed 2026-10-27
E&G Advisors, LLC
UNCHANGED
Shares13,437 from 13,437
Change0 (0%)
Value$1.5M (-$53.9K)
Filed 2026-10-13
Burke & Herbert Bank & Trust Co
UNCHANGED
Shares13,332 from 13,332
Change0 (0%)
Value$1.5M (-$53.5K)
Filed 2026-11-02
Atwood & Palmer Inc
DECREASED
Shares13,220 from 13,255
Change-35 (0%)
Value$1.5M (-$57.1K)
Filed 2026-10-08
Sowell Financial Services LLC
DECREASED
Shares13,123 from 15,383
Change-2,260 (-15%)
Value$1.5M (-$318.0K)
Filed 2026-10-23
Investment Research Partners LLC
INCREASED
Shares13,081 from 4,734
Change+8,347 (+176%)
Value$1.5M (+$927.9K)
Filed 2026-10-19
Vise Technologies, Inc.
INCREASED
Shares12,973 from 3,590
Change+9,383 (+261%)
Value$1.5M (+$1.0M)
Filed 2026-10-29
Tred Avon Family Wealth, LLC
INCREASED
Shares12,954 from 12,099
Change+855 (+7%)
Value$1.5M (+$48.5K)
Filed 2026-10-20
Emprise Bank
INCREASED
Shares12,732 from 8,490
Change+4,242 (+50%)
Value$1.4M (+$447.2K)
Filed 2026-10-07
Regatta Capital Group, LLC
DECREASED
Shares12,665 from 22,624
Change-9,959 (-44%)
Value$1.4M (-$1.2M)
Filed 2026-10-23
SevenBridge Financial Group, LLC
INCREASED
Shares12,564 from 11,376
Change+1,188 (+10%)
Value$1.4M (+$106.7K)
Filed 2026-10-26
PKS Advisory Services, LLC
UNCHANGED
Shares12,431 from 12,431
Change0 (0%)
Value$1.5M ($0)
Filed 2026-10-26
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares12,394 from 11,342
Change+1,052 (+9%)
Value$1.4M (+$73.8K)
Filed 2026-10-27
Compound Planning, Inc.
DECREASED
Shares12,296 from 29,564
Change-17,268 (-58%)
Value$1.4M (-$2.1M)
Filed 2026-11-05
Legacy Private Trust Co.
INCREASED
Shares12,135 from 11,650
Change+485 (+4%)
Value$1.4M (+$8.3K)
Filed 2026-10-06
Cogent Strategic Wealth LLC
UNCHANGED
Shares11,959 from 11,959
Change0 (0%)
Value$1.4M (-$48.0K)
Filed 2026-10-22
Spire Wealth Management
DECREASED
Shares11,701 from 13,886
Change-2,185 (-16%)
Value$1.3M (-$303.6K)
Filed 2026-10-30
Penobscot Investment Management Company, Inc.
DECREASED
Shares11,672 from 11,972
Change-300 (-3%)
Value$1.3M (-$82.0K)
Filed 2026-10-26
Stronghold Wealth Management L.L.C.
DECREASED
Shares11,597 from 13,098
Change-1,501 (-11%)
Value$1.3M (-$222.8K)
Filed 2026-10-16
TD Waterhouse Canada Inc.
INCREASED
Shares10,992 from 10,689
Change+303 (+3%)
Value$1.2M (-$3.6K)
Filed 2026-10-16
Traphagen Investment Advisors LLC
DECREASED
Shares10,921 from 11,313
Change-392 (-3%)
Value$1.2M (-$89.8K)
Filed 2026-10-14
Sanchez Gaunt Capital Management, LLC
DECREASED
Shares10,897 from 11,074
Change-177 (-2%)
Value$1.2M (-$64.5K)
Filed 2026-11-03
Omni 360 Wealth, Inc.
NEW
Shares10,854
Change+10,854
Value$1.2M
Filed 2026-10-13
Montecito Bank & Trust
INCREASED
Shares10,699 from 10,325
Change+374 (+4%)
Value$1.2M (+$1.0K)
Filed 2026-10-01
Elevation Point Wealth Partners, LLC
INCREASED
Shares10,486 from 6,806
Change+3,680 (+54%)
Value$1.2M (+$390.2K)
Filed 2026-11-05
Algorithmic Investment Models, LLC
NEW
Shares10,291
Change+10,291
Value$1.2M
Filed 2026-11-04
Oak Grove Capital LLC
UNCHANGED
Shares10,200 from 10,200
Change0 (0%)
Value$1.2M (-$40.9K)
Filed 2026-10-09
RFG Advisory, LLC
INCREASED
Shares10,187 from 4,290
Change+5,897 (+137%)
Value$1.2M (+$651.7K)
Filed 2026-11-03
L.K. Benson & Company, P.C.
INCREASED
Shares10,149 from 5,104
Change+5,045 (+99%)
Value$1.2M (+$551.8K)
Filed 2026-10-23
Nolet Wealth Management, LLC
DECREASED
Shares9,987 from 11,862
Change-1,875 (-16%)
Value$1.1M (-$260.3K)
Filed 2026-10-15
Rossby Financial, LCC
DECREASED
Shares9,920 from 13,361
Change-3,441 (-26%)
Value$1.1M (-$443.9K)
Filed 2026-11-05
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares9,918 from 11,083
Change-1,165 (-11%)
Value$1.1M (-$176.6K)
Filed 2026-11-04
Martin Capital Partners, LLC
INCREASED
Shares9,762 from 9,331
Change+431 (+5%)
Value$1.1M (+$11.5K)
Filed 2026-10-07
Cadinha & Co LLC
DECREASED
Shares9,752 from 9,968
Change-216 (-2%)
Value$1.1M (-$64.5K)
Filed 2026-10-22
Stonehaven Wealth & TAX Solutions, LLC
INCREASED
Shares9,627 from 9,440
Change+187 (+2%)
Value$1.1M (-$16.6K)
Filed 2026-10-22
Ndwm LLC
DECREASED
Shares9,555 from 9,646
Change-91 (-1%)
Value$1.1M (-$49.0K)
Filed 2026-11-05
J. Safra Sarasin Holding AG
UNCHANGED
Shares9,485 from 9,485
Change0 (0%)
Value$1.1M ($0)
Filed 2026-10-26
Bigelow Investment Advisors, LLC
INCREASED
Shares9,230 from 8,735
Change+495 (+6%)
Value$1.0M (+$21.1K)
Filed 2026-10-13
Fiduciary Alliance LLC
DECREASED
Shares9,187 from 9,893
Change-706 (-7%)
Value$1.0M (-$119.8K)
Filed 2026-10-13
Core Wealth Partners LLC
DECREASED
Shares9,118 from 9,402
Change-284 (-3%)
Value$1.0M (-$69.9K)
Filed 2026-11-02
Simplicity Wealth,LLC
INCREASED
Shares9,053 from 8,122
Change+931 (+11%)
Value$1.0M (+$73.0K)
Filed 2026-10-23
M Holdings Securities, Inc.
NEW
Shares9,031
Change+9,031
Value$1.0K
Filed 2026-11-03
Ashton Thomas Private Wealth, LLC
INCREASED
Shares8,645 from 725
Change+7,920 (+1092%)
Value$980.7K (+$895.5K)
Filed 2026-11-03
Kaufman Rossin Wealth, LLC
NEW
Shares8,601
Change+8,601
Value$975.7K
Filed 2026-10-19
Fifth Third Securities, Inc.
NEW
Shares8,555
Change+8,555
Value$970.5K
Filed 2026-10-21
Analyst IMS Investment Management Services Ltd.
INCREASED
Shares8,429 from 8,251
Change+178 (+2%)
Value$956.0K (-$13.0K)
Filed 2026-11-05
Invested Advisors
INCREASED
Shares8,148 from 2,502
Change+5,646 (+226%)
Value$924.3K (+$630.4K)
Filed 2026-10-23
Alliance Private Wealth, LLC
DECREASED
Shares8,085 from 13,254
Change-5,169 (-39%)
Value$917.2K (-$639.6K)
Filed 2026-10-20
Silvia Mccoll Wealth Management, LLC
INCREASED
Shares7,951 from 7,928
Change+23 (+0%)
Value$901.9K (-$29.3K)
Filed 2026-10-07
GenWealth Group, Inc.
DECREASED
Shares7,925 from 7,971
Change-46 (-1%)
Value$899.0K (-$37.2K)
Filed 2026-10-16
Parker Financial LLC
UNCHANGED
Shares7,767 from 7,767
Change0 (0%)
Value$881.1K (-$31.1K)
Filed 2026-11-05
Conrad Siegel Investment Advisors, Inc.
INCREASED
Shares7,735 from 7,661
Change+74 (+1%)
Value$877.4K (-$22.4K)
Filed 2026-10-08
Blue Capital, Inc.
DECREASED
Shares7,692 from 28,003
Change-20,311 (-73%)
Value$872.5K (-$2.4M)
Filed 2026-10-13
J.M. Arbour, LLC
DECREASED
Shares7,669 from 7,894
Change-225 (-3%)
Value$870.0K (-$57.2K)
Filed 2026-11-05
Edge Wealth Management LLC
DECREASED
Shares7,650 from 7,750
Change-100 (-1%)
Value$867.1K (-$43.1K)
Filed 2026-10-13
Able Financial Group, LLC
UNCHANGED
Shares7,632 from 7,632
Change0 (0%)
Value$865.8K (-$30.6K)
Filed 2026-10-14
Koa Wealth Management, LLC
INCREASED
Shares7,631 from 7,561
Change+70 (+1%)
Value$865.7K (-$22.4K)
Filed 2026-10-14
HMV Wealth Advisors, LLC
NEW
Shares7,630
Change+7,630
Value$865.5K
Filed 2026-10-27
Founders Grove Wealth Partners, LLC
DECREASED
Shares7,583 from 8,452
Change-869 (-10%)
Value$860.2K (-$132.5K)
Filed 2026-10-16
Choreo, LLC
INCREASED
Shares7,488 from 6,179
Change+1,309 (+21%)
Value$849.5K (+$123.8K)
Filed 2026-10-28
Krilogy Financial LLC
DECREASED
Shares7,386 from 7,872
Change-486 (-6%)
Value$838.2K (-$86.4K)
Filed 2026-10-13
Moulton Wealth Management, Inc
DECREASED
Shares7,309 from 7,346
Change-37 (0%)
Value$828.9K (-$30.6K)
Filed 2026-10-13
StoryOne LLC
INCREASED
Shares7,300 from 3,651
Change+3,649 (+100%)
Value$828.1K (+$399.3K)
Filed 2026-10-13
Compass Financial Management LLC
DECREASED
Shares7,089 from 8,179
Change-1,090 (-13%)
Value$804.2K (-$156.4K)
Filed 2026-10-30
Rockland Trust Co
DECREASED
Shares6,631 from 6,702
Change-71 (-1%)
Value$752.2K (-$34.9K)
Filed 2026-10-05
Studio Investment Management LLC
NEW
Shares6,595
Change+6,595
Value$748.1K
Filed 2026-10-22
Crestwood Advisors Group, LLC
DECREASED
Shares6,566 from 7,314
Change-748 (-10%)
Value$744.8K (-$114.2K)
Filed 2026-10-27
Vontobel Holding Ltd.
DECREASED
Shares6,555 from 7,114
Change-559 (-8%)
Value$743.6K (-$91.9K)
Filed 2026-10-16
Mascoma Wealth Management LLC
INCREASED
Shares6,191 from 1,414
Change+4,777 (+338%)
Value$702.3K (+$536.2K)
Filed 2026-10-23
Summa Corp.
UNCHANGED
Shares6,170 from 6,170
Change0 (0%)
Value$699.9K (-$24.7K)
Filed 2026-10-30
Upper Left Wealth Management, LLC
DECREASED
Shares6,084 from 7,612
Change-1,528 (-20%)
Value$690.2K (-$203.9K)
Filed 2026-10-14
EverSource Wealth Advisors, LLC
DECREASED
Shares6,030 from 6,044
Change-14 (0%)
Value$684.0K (-$25.8K)
Filed 2026-11-04
Leverty Financial Group, LLC
NEW
Shares6,004
Change+6,004
Value$681.1K
Filed 2026-10-08
Klaas Financial Asset Advisors, LLC
DECREASED
Shares5,986 from 7,459
Change-1,473 (-20%)
Value$679.1K (-$197.0K)
Filed 2026-10-19
Cooke Wealth Management, LLC
NEW
Shares5,925
Change+5,925
Value$672.1K
Filed 2026-10-13
CogentBlue Wealth Advisors, LLC
INCREASED
Shares5,715 from 4,232
Change+1,483 (+35%)
Value$648.3K (+$151.3K)
Filed 2026-10-09
Asset One Wealth Management LLC
INCREASED
Shares5,645 from 4,509
Change+1,136 (+25%)
Value$640.3K (+$112.9K)
Filed 2026-11-02
Fairvoy Private Wealth, LLC
DECREASED
Shares5,621 from 6,017
Change-396 (-7%)
Value$637.6K (-$69.0K)
Filed 2026-10-19
Pacific Excel Wealth Advisors, Inc.
NEW
Shares5,548
Change+5,548
Value$629.4K
Filed 2026-10-27
Argus Investors' Counsel, Inc.
INCREASED
Shares5,413 from 5,338
Change+75 (+1%)
Value$614.1K (-$12.9K)
Filed 2026-10-09
Acorn Creek Capital LLC
NEW
Shares5,392
Change+5,392
Value$611.7K
Filed 2026-11-05
Asempa Wealth Advisors
DECREASED
Shares5,311 from 7,881
Change-2,570 (-33%)
Value$602.3K (-$323.3K)
Filed 2026-10-07
Noble Family Wealth, LLC
UNCHANGED
Shares5,308 from 5,308
Change0 (0%)
Value$602.1K (-$21.3K)
Filed 2026-10-26
Canandaigua National Trust Co of Florida
NEW
Shares5,227
Change+5,227
Value$593.0K
Filed 2026-10-07
Bangor Savings Bank
DECREASED
Shares5,225 from 5,227
Change-2 (0%)
Value$592.7K (-$21.2K)
Filed 2026-10-06
CoreCap Advisors, LLC
DECREASED
Shares5,200 from 5,472
Change-272 (-5%)
Value$589.9K (-$52.8K)
Filed 2026-10-08
Paragon Capital Management Ltd
DECREASED
Shares5,127 from 14,900
Change-9,773 (-66%)
Value$581.6K (-$1.2M)
Filed 2026-10-09
Independent Financial Group, LLC
DECREASED
Shares5,033 from 8,012
Change-2,979 (-37%)
Value$570.9K (-$370.1K)
Filed 2026-10-13
Montag A & Associates Inc
INCREASED
Shares5,023 from 2,243
Change+2,780 (+124%)
Value$569.8K (+$306.4K)
Filed 2026-10-29
Avail Investment Partners, LLC
INCREASED
Shares4,933 from 2,355
Change+2,578 (+109%)
Value$559.6K (+$283.0K)
Filed 2026-10-16
Meitav Investment House LTD
INCREASED
Shares4,841 from 4,038
Change+803 (+20%)
Value$546.8K (+$73.6K)
Filed 2026-10-28
Brady Martz Wealth Solutions, LLC
NEW
Shares4,820
Change+4,820
Value$546.8K
Filed 2026-11-05
Midwest Trust Co
DECREASED
Shares4,702 from 4,718
Change-16 (0%)
Value$533.4K (-$20.7K)
Filed 2026-10-22
Partners Wealth Management, LLC
NEW
Shares4,643
Change+4,643
Value$526.7K
Filed 2026-10-28
Capital Investment Counsel, LLC
DECREASED
Shares4,613 from 5,043
Change-430 (-9%)
Value$523.3K (-$69.0K)
Filed 2026-10-14
Centennial Wealth Advisory LLC
DECREASED
Shares4,594 from 27,566
Change-22,972 (-83%)
Value$521.0K (-$2.7M)
Filed 2026-10-16
Balboa Wealth Partners
INCREASED
Shares4,588 from 3,088
Change+1,500 (+49%)
Value$520.5K (+$157.8K)
Filed 2026-10-20
Morton Brown Family Wealth, LLC
INCREASED
Shares4,581 from 1,298
Change+3,283 (+253%)
Value$519.7K (+$367.2K)
Filed 2026-10-23
Private Trust Co NA
DECREASED
Shares4,550 from 4,590
Change-40 (-1%)
Value$516.2K (-$22.9K)
Filed 2026-10-20
Compagnie Lombard Odier SCmA
DECREASED
Shares4,513 from 10,533
Change-6,020 (-57%)
Value$512.0K (-$725.1K)
Filed 2026-11-04
RMR Wealth Builders
UNCHANGED
Shares4,500 from 4,500
Change0 (0%)
Value$510.5K (-$18.0K)
Filed 2026-10-22
Woodward Diversified Capital, LLC
INCREASED
Shares4,466 from 4,275
Change+191 (+4%)
Value$506.6K (+$4.5K)
Filed 2026-10-21
MKT Advisors LLC
NEW
Shares4,339
Change+4,339
Value$492.8K
Filed 2026-10-20
Banque Pictet & CIE SA
UNCHANGED
Shares4,324 from 4,324
Change0 (0%)
Value$490.5K (-$17.3K)
Filed 2026-10-16
Obermeyer Wealth Partners
UNCHANGED
Shares4,316 from 4,316
Change0 (0%)
Value$489.6K (-$17.3K)
Filed 2026-10-21
Firestone Capital Management
INCREASED
Shares4,281 from 3,338
Change+943 (+28%)
Value$485.6K (+$93.6K)
Filed 2026-11-03
Argyle Capital Partners, LLC
DECREASED
Shares4,259 from 4,569
Change-310 (-7%)
Value$483.1K (-$53.5K)
Filed 2026-10-23
Rede Wealth, LLC
DECREASED
Shares4,179 from 4,180
Change-1 (0%)
Value$474.1K (-$16.9K)
Filed 2026-10-22
Cambiar Investors LLC
UNCHANGED
Shares4,139 from 4,139
Change0 (0%)
Value$469.5K (-$16.6K)
Filed 2026-11-04
Mather Group, Llc.
INCREASED
Shares4,014 from 3,792
Change+222 (+6%)
Value$455.4K (+$10.0K)
Filed 2026-10-14
High Probability Advisors, LLC
UNCHANGED
Shares3,902 from 3,902
Change0 (0%)
Value$442.7K (-$15.6K)
Filed 2026-10-19
Stephens Group Asset Management, LLC
UNCHANGED
Shares3,878 from 3,878
Change0 (0%)
Value$439.9K (-$15.6K)
Filed 2026-10-09
John W. Brooker & Co., CPAs
INCREASED
Shares3,742 from 3,578
Change+164 (+5%)
Value$424.5K (+$4.3K)
Filed 2026-10-21
Arkansas Financial Group, Inc.
UNCHANGED
Shares3,733 from 3,733
Change0 (0%)
Value$423.5K (-$15.0K)
Filed 2026-10-26
Northwest Wealth Management, LLC
UNCHANGED
Shares3,652 from 3,652
Change0 (0%)
Value$414.3K (-$14.6K)
Filed 2026-10-30
Patten Group, Inc.
DECREASED
Shares3,629 from 7,083
Change-3,454 (-49%)
Value$411.7K (-$420.2K)
Filed 2026-10-26
Kelly Financial Group LLC
DECREASED
Shares3,596 from 3,715
Change-119 (-3%)
Value$407.9K (-$28.4K)
Filed 2026-10-16
Etesian Wealth Advisors, Inc.
NEW
Shares3,522
Change+3,522
Value$399.5K
Filed 2026-10-27
Principle Wealth Partners LLC
DECREASED
Shares3,473 from 3,623
Change-150 (-4%)
Value$394.0K (-$31.5K)
Filed 2026-11-02
Stanley-Laman Group, Ltd.
INCREASED
Shares3,453 from 3,430
Change+23 (+1%)
Value$391.8K (-$11.1K)
Filed 2026-10-20
NBT Bank, N.A.
UNCHANGED
Shares3,350 from 3,350
Change0 (0%)
Value$380.0K (-$13.4K)
Filed 2026-10-21
Robinswood Financial LLC
DECREASED
Shares3,341 from 4,155
Change-814 (-20%)
Value$380.9K (-$107.1K)
Filed 2026-10-20
Washington Trust Bank
NEW
Shares3,275
Change+3,275
Value$371.5K
Filed 2026-11-03
Forte Asset Management LLC
UNCHANGED
Shares3,250 from 3,250
Change0 (0%)
Value$368.7K (-$13.0K)
Filed 2026-10-13
Aries Wealth Management
UNCHANGED
Shares3,238 from 3,238
Change0 (0%)
Value$367.3K (-$13.0K)
Filed 2026-10-23
Schear Investment Advisers, LLC
NEW
Shares3,234
Change+3,234
Value$366.9K
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares3,234 from 2,892
Change+342 (+12%)
Value$366.9K (+$27.2K)
Filed 2026-10-14
United Asset Strategies, Inc.
INCREASED
Shares3,180 from 2,954
Change+226 (+8%)
Value$360.8K (+$13.8K)
Filed 2026-10-28
Wilmington Savings Fund Society, FSB
DECREASED
Shares3,103 from 3,556
Change-453 (-13%)
Value$352.0K (-$65.6K)
Filed 2026-10-23
Wealthcare Advisory Partners LLC
NEW
Shares3,075
Change+3,075
Value$348.9K
Filed 2026-10-21
United Advisor Group, LLC
INCREASED
Shares3,013 from 2,015
Change+998 (+50%)
Value$341.8K (+$105.1K)
Filed 2026-11-03
Fluent Financial, LLC
NEW
Shares2,863
Change+2,863
Value$324.8K
Filed 2026-10-13
Smithbridge Asset Management Inc
UNCHANGED
Shares2,830 from 2,830
Change0 (0%)
Value$321.0K (-$11.3K)
Filed 2026-10-19
TopTier Wealth Management, LLC
INCREASED
Shares2,811 from 2,788
Change+23 (+1%)
Value$318.9K (-$8.5K)
Filed 2026-10-16
Cornerstone Wealth Group, LLC
DECREASED
Shares2,809 from 2,948
Change-139 (-5%)
Value$318.7K (-$27.6K)
Filed 2026-11-02
Friday Financial
NEW
Shares2,766
Change+2,766
Value$313.7K
Filed 2026-10-09
Walkner Condon Financial Advisors LLC
DECREASED
Shares2,716 from 2,889
Change-173 (-6%)
Value$308.1K (-$31.4K)
Filed 2026-11-02
Oath Planning, LLC
DECREASED
Shares2,706 from 2,798
Change-92 (-3%)
Value$307.0K (-$21.7K)
Filed 2026-10-20
Frederick Financial Consultants, LLC
INCREASED
Shares2,638 from 1,771
Change+867 (+49%)
Value$299.3K (+$91.3K)
Filed 2026-10-29
Stablepoint Partners, LLC
INCREASED
Shares2,632 from 2,610
Change+22 (+1%)
Value$298.5K (-$8.0K)
Filed 2026-11-03
First National Trust Co
NEW
Shares2,611
Change+2,611
Value$296.2K
Filed 2026-10-28
Portfolio Resources Advisor Group, Inc.
INCREASED
Shares2,598 from 2,493
Change+105 (+4%)
Value$294.7K (+$1.9K)
Filed 2026-10-20
BAR Harbor Wealth Management
DECREASED
Shares2,582 from 3,163
Change-581 (-18%)
Value$292.9K (-$78.6K)
Filed 2026-10-21
First United Bank & Trust
DECREASED
Shares2,574 from 2,999
Change-425 (-14%)
Value$292.0K (-$60.2K)
Filed 2026-10-22
Alchemi Wealth, LLC
NEW
Shares2,572
Change+2,572
Value$291.8K
Filed 2026-11-04
Busey Bank
UNCHANGED
Shares2,563 from 2,563
Change0 (0%)
Value$290.7K (-$10.3K)
Filed 2026-10-26
Steinberganna Wealth Management
INCREASED
Shares2,562 from 2,546
Change+16 (+1%)
Value$290.6K (-$8.4K)
Filed 2026-10-23
Freedom Day Solutions, LLC
NEW
Shares2,528
Change+2,528
Value$286.8K
Filed 2026-10-20
Charles Schwab Trust Co
DECREASED
Shares2,519 from 2,865
Change-346 (-12%)
Value$285.8K (-$50.7K)
Filed 2026-10-15
Flagstone Financial Management
INCREASED
Shares2,463 from 2,042
Change+421 (+21%)
Value$279.4K (+$39.6K)
Filed 2026-11-05
Creative Financial Designs Inc
INCREASED
Shares2,433 from 1,496
Change+937 (+63%)
Value$276.0K (+$100.3K)
Filed 2026-11-04
Lanark Financial, Inc.
DECREASED
Shares2,423 from 2,576
Change-153 (-6%)
Value$274.9K (-$27.7K)
Filed 2026-10-26
Value Partners Investments Inc.
UNCHANGED
Shares2,350 from 2,350
Change0 (0%)
Value$267.4K (-$8.2K)
Filed 2026-10-19
Wealth Advisory Solutions, LLC
UNCHANGED
Shares2,333 from 2,333
Change0 (0%)
Value$264.7K (-$9.4K)
Filed 2026-10-20
Associated Banc-Corp
NEW
Shares2,329
Change+2,329
Value$264.2K
Filed 2026-10-30
Americana Partners, LLC
NEW
Shares2,310
Change+2,310
Value$262.0K
Filed 2026-10-28
Flagship Harbor Advisors, LLC
NEW
Shares2,309
Change+2,309
Value$261.9K
Filed 2026-10-26
Viewpoint Investment Partners Corp
UNCHANGED
Shares2,300 from 2,300
Change0 (0%)
Value$260.9K (-$9.2K)
Filed 2026-10-26
Heck Capital Advisors, LLC
DECREASED
Shares2,292 from 27,695
Change-25,403 (-92%)
Value$260.0K (-$3.0M)
Filed 2026-10-14
Alhambra Investment Management LLC
INCREASED
Shares2,275 from 2,241
Change+34 (+2%)
Value$258.1K (-$5.1K)
Filed 2026-10-15
Riggs Asset Managment Co. Inc.
DECREASED
Shares2,269 from 2,506
Change-237 (-9%)
Value$257.4K (-$36.9K)
Filed 2026-11-05
Signal Advisors Wealth, LLC
DECREASED
Shares2,245 from 2,849
Change-604 (-21%)
Value$254.6K (-$80.0K)
Filed 2026-10-13
Capstone Wealth Management, LLC
UNCHANGED
Shares2,209 from 2,209
Change0 (0%)
Value$250.6K (-$8.9K)
Filed 2026-11-02
Sachem Hill LLC
DECREASED
Shares2,204 from 2,415
Change-211 (-9%)
Value$250.0K (-$33.6K)
Filed 2026-10-14
Chemistry Wealth Management LLC
UNCHANGED
Shares2,182 from 2,182
Change0 (0%)
Value$247.5K (-$8.8K)
Filed 2026-10-16
Arista Wealth Management, LLC
NEW
Shares2,180
Change+2,180
Value$247.2K
Filed 2026-10-29
JGP Wealth Management, LLC
DECREASED
Shares2,178 from 3,877
Change-1,699 (-44%)
Value$247.1K (-$208.3K)
Filed 2026-10-13
Concord Wealth Partners
INCREASED
Shares2,134 from 2,132
Change+2 (+0%)
Value$242.1K (-$8.3K)
Filed 2026-11-02
Oppenheimer & Co Inc
DECREASED
Shares2,130 from 2,558
Change-428 (-17%)
Value$241.6K (-$58.8K)
Filed 2026-10-26
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares2,120 from 2,897
Change-777 (-27%)
Value$240.5K (-$99.8K)
Filed 2026-10-07
Flagstar Securities, Inc
INCREASED
Shares2,117 from 2,102
Change+15 (+1%)
Value$240.1K (-$6.8K)
Filed 2026-10-15
Cannon Advisors, Inc.
NEW
Shares2,106
Change+2,106
Value$239.1K
Filed 2026-10-14
Silverlake Wealth Management LLC
DECREASED
Shares2,095 from 2,595
Change-500 (-19%)
Value$237.7K (-$67.1K)
Filed 2026-10-21
Avalon Advisory Group
INCREASED
Shares2,094 from 2,072
Change+22 (+1%)
Value$237.5K (-$5.8K)
Filed 2026-10-20
15 Wealth Advisors LLC
NEW
Shares2,076
Change+2,076
Value$235.4K
Filed 2026-10-14
Valley Wealth Managers, Inc.
DECREASED
Shares2,055 from 2,422
Change-367 (-15%)
Value$233.2K (-$51.3K)
Filed 2026-10-09
Ignite Planners, LLC
NEW
Shares2,049
Change+2,049
Value$232.4K
Filed 2026-10-14
Guidance Capital, Inc
INCREASED
Shares2,036 from 2,019
Change+17 (+1%)
Value$234.2K (-$2.0K)
Filed 2026-11-03
Cullen T Bankers, Inc.
DECREASED
Shares2,029 from 7,691
Change-5,662 (-74%)
Value$230.2K (-$673.1K)
Filed 2026-10-28
Transmarket Holdings LP
NEW
Shares2,000
Change+2,000
Value$226.9K
Filed 2026-10-27
Sather Financial Group Inc
UNCHANGED
Shares1,898 from 1,898
Change0 (0%)
Value$215.3K (-$7.6K)
Filed 2026-10-30
Accurate Wealth Management, LLC
DECREASED
Shares1,822 from 2,090
Change-268 (-13%)
Value$206.9K (-$37.1K)
Filed 2026-10-20
Hardin Capital Partners, LLC
INCREASED
Shares1,802 from 1,713
Change+89 (+5%)
Value$204.4K (+$3.1K)
Filed 2026-10-09
B. Riley Wealth Advisors, Inc.
DECREASED
Shares1,796 from 1,829
Change-33 (-2%)
Value$203.7K (-$11.6K)
Filed 2026-10-13
West Paces Advisors Inc.
DECREASED
Shares1,787 from 2,842
Change-1,055 (-37%)
Value$202.7K (-$131.1K)
Filed 2026-10-13
Morling Financial Advisors, LLC
NEW
Shares1,743
Change+1,743
Value$197.7K
Filed 2026-10-28
Investors Research Corp
INCREASED
Shares1,699 from 1,636
Change+63 (+4%)
Value$192.7K (+$587)
Filed 2026-10-07
Bfsg, LLC
DECREASED
Shares1,653 from 1,678
Change-25 (-1%)
Value$187.5K (-$9.6K)
Filed 2026-10-30
Canton Hathaway, LLC
INCREASED
Shares1,610 from 1,571
Change+39 (+2%)
Value$182.6K (-$1.9K)
Filed 2026-10-23
Wolff Wiese Magana LLC
UNCHANGED
Shares1,578 from 1,578
Change0 (0%)
Value$179.0K (-$6.3K)
Filed 2026-10-15
Ashton Thomas Securities, LLC
NEW
Shares1,411
Change+1,411
Value$156.5K
Filed 2026-10-26
Y.D. More Investments Ltd
INCREASED
Shares1,300 from 1,250
Change+50 (+4%)
Value$147.5K (+$660)
Filed 2026-11-02
1620 Investment Advisors, Inc.
INCREASED
Shares1,136 from 821
Change+315 (+38%)
Value$128.9K (+$32.4K)
Filed 2026-11-04
GHP Investment Advisors, Inc.
DECREASED
Shares1,073 from 1,143
Change-70 (-6%)
Value$121.7K (-$12.5K)
Filed 2026-10-15
Jcic Asset Management Inc.
DECREASED
Shares1,000 from 1,715
Change-715 (-42%)
Value$113.4K (-$90.0K)
Filed 2026-10-30
Parallel Advisors, LLC
INCREASED
Shares926 from 206
Change+720 (+350%)
Value$105.1K (+$80.9K)
Filed 2026-11-03
Eastern Bank
UNCHANGED
Shares870 from 870
Change0 (0%)
Value$98.7K (-$3.5K)
Filed 2026-10-05
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares849 from 849
Change0 (0%)
Value$96.3K (-$3.4K)
Filed 2026-10-27
Elevated Capital Advisors, LLC
DECREASED
Shares714 from 798
Change-84 (-11%)
Value$81.0K (-$12.7K)
Filed 2026-11-04
Archer Investment Corp
INCREASED
Shares671 from 34
Change+637 (+1874%)
Value$76.1K (+$72.0K)
Filed 2026-11-05
Trust Co of Vermont
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$73.7K (-$2.6K)
Filed 2026-10-21
Weaver Capital Management LLC
DECREASED
Shares647 from 231,359
Change-230,712 (-100%)
Value$73.4K (-$27.4M)
Filed 2026-10-15
Gen-Wealth Partners Inc
INCREASED
Shares619 from 604
Change+15 (+2%)
Value$70.2K (-$821)
Filed 2026-11-04
Nemes Rush Group LLC
INCREASED
Shares594 from 588
Change+6 (+1%)
Value$67.4K (-$1.7K)
Filed 2026-11-04
BankChampaign, National Association
UNCHANGED
Shares455 from 455
Change0 (0%)
Value$51.6K (-$1.8K)
Filed 2026-10-19
Triumph Capital Management
DECREASED
Shares447 from 719
Change-272 (-38%)
Value$50.7K (-$33.7K)
Filed 2026-10-14
Blue Trust, Inc.
DECREASED
Shares436 from 553
Change-117 (-21%)
Value$49.4K (-$15.5K)
Filed 2026-10-15
Pension & Wealth Management Advisors, Inc.
NEW
Shares428
Change+428
Value$48.6K
Filed 2026-10-16
Ares Financial Consulting, LLC
UNCHANGED
Shares414 from 414
Change0 (0%)
Value$47.0K (-$1.7K)
Filed 2026-10-19
Pioneer Family Office, LLC
INCREASED
Shares404 from 347
Change+57 (+16%)
Value$45.8K (+$5.1K)
Filed 2026-10-30
Hanson & Doremus Investment Management
UNCHANGED
Shares365 from 365
Change0 (0%)
Value$41 (-$43.0K)
Filed 2026-10-16
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares343 from 343
Change0 (0%)
Value$38.9K (-$1.4K)
Filed 2026-10-15
Nvwm, LLC
NEW
Shares335
Change+335
Value$38.0K
Filed 2026-10-14
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares307 from 307
Change0 (0%)
Value$34.8K (-$1.2K)
Filed 2026-10-30
Cape Investment Advisory, Inc.
INCREASED
Shares296 from 280
Change+16 (+6%)
Value$33.6K (+$692)
Filed 2026-10-13
Silver Grove Financial Group, Inc.
INCREASED
Shares269 from 205
Change+64 (+31%)
Value$30.5K (+$6.4K)
Filed 2026-11-05
AlphaCore Capital LLC
DECREASED
Shares268 from 900
Change-632 (-70%)
Value$30.4K (-$75.3K)
Filed 2026-11-04
Highline Wealth Partners LLC
DECREASED
Shares262 from 500
Change-238 (-48%)
Value$29.7K (-$29.0K)
Filed 2026-10-19
Ascentis Independent Advisors
NEW
Shares254
Change+254
Value$28.8K
Filed 2026-11-03
Asset Dedication, LLC
UNCHANGED
Shares238 from 238
Change0 (0%)
Value$27.0K (-$955)
Filed 2026-11-03
Avion Wealth
UNCHANGED
Shares216 from 216
Change0 (0%)
Value$24 (-$1)
Filed 2026-11-04
Capital Investment Counsel, Inc
UNCHANGED
Shares204 from 204
Change0 (0%)
Value$23.1K (-$818)
Filed 2026-10-20
Friedenthal Financial
UNCHANGED
Shares202 from 202
Change0 (0%)
Value$22.9K (-$810)
Filed 2026-10-27
Biltmore Family Office, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$22.7K (-$802)
Filed 2026-11-03
First Horizon Corp
UNCHANGED
Shares173 from 173
Change0 (0%)
Value$19.6K (-$694)
Filed 2026-10-26
Planning Strategies Inc.
UNCHANGED
Shares169 from 169
Change0 (0%)
Value$19.2K (-$678)
Filed 2026-10-02
Farmers & Merchants Investments Inc
NEW
Shares153
Change+153
Value$17.4K
Filed 2026-10-22
Breakwater Investment Management
UNCHANGED
Shares152 from 152
Change0 (0%)
Value$17.2K (-$610)
Filed 2026-10-20
Lloyd Advisory Services, Llc.
INCREASED
Shares150 from 2
Change+148 (+7400%)
Value$17.1K (+$16.8K)
Filed 2026-11-02
Birch Financial Group, LLC
NEW
Shares142
Change+142
Value$16.1K
Filed 2026-10-27
WPG Advisers, LLC
UNCHANGED
Shares142 from 142
Change0 (0%)
Value$16.1K (-$570)
Filed 2026-10-27
American National Bank & Trust
UNCHANGED
Shares141 from 141
Change0 (0%)
Value$16.0K (-$565)
Filed 2026-10-07
Financial Network Wealth Advisors LLC
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$15.4K (-$545)
Filed 2026-10-28
Granite FO LLC
UNCHANGED
Shares133 from 133
Change0 (0%)
Value$15.1K (-$533)
Filed 2026-10-14
Versant Capital Management, Inc
UNCHANGED
Shares131 from 131
Change0 (0%)
Value$14.9K (-$525)
Filed 2026-10-02
Cranbrook Wealth Management, LLC
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$14.7K (-$521)
Filed 2026-10-28
Team Financial Group, LLC
NEW
Shares127
Change+127
Value$14.4K
Filed 2026-10-30
Central Trust Co
UNCHANGED
Shares127 from 127
Change0 (0%)
Value$14.4K (-$510)
Filed 2026-11-05
Barnes Dennig Private Wealth Management LLC
NEW
Shares122
Change+122
Value$13.9K
Filed 2026-10-30
Downshift Financial, LLC
INCREASED
Shares105 from 24
Change+81 (+338%)
Value$11.9K (+$9.1K)
Filed 2026-10-13
EPG Wealth Management LLC
UNCHANGED
Shares99 from 99
Change0 (0%)
Value$11.2K (-$397)
Filed 2026-11-03
Strategic Advocates LLC
UNCHANGED
Shares91 from 91
Change0 (0%)
Value$10.3K (-$365)
Filed 2026-11-03
Barrett & Company, Inc.
UNCHANGED
Shares89 from 89
Change0 (0%)
Value$10.1K (-$357)
Filed 2026-10-22
Transce3nd, LLC
NEW
Shares87
Change+87
Value$9.9K
Filed 2026-10-26
Tompkins Financial Corp
UNCHANGED
Shares79 from 79
Change0 (0%)
Value$9.0K (-$317)
Filed 2026-10-05
Mcdonald Partners LLC
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$8.4K (-$296)
Filed 2026-11-03
Winthrop Capital Management, LLC
UNCHANGED
Shares73 from 73
Change0 (0%)
Value$8.3K (+$8.3K)
Filed 2026-11-05
Reicon Wealth Advisors, LLC
INCREASED
Shares63 from 28
Change+35 (+125%)
Value$7.1K (+$3.9K)
Filed 2026-11-04
Root Financial Partners, LLC
NEW
Shares60
Change+60
Value$6.8K
Filed 2026-10-21
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$6.5K (-$229)
Filed 2026-10-30
Gamma Investing LLC
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$6.2K (-$221)
Filed 2026-10-08
Provident Wealth Management, LLC
DECREASED
Shares50 from 100
Change-50 (-50%)
Value$5.7K (-$6.1K)
Filed 2026-10-20
Caldwell Trust Co
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$5.7K (-$201)
Filed 2026-10-30
First Bancorp, Inc
NEW
Shares49
Change+49
Value$5.6K
Filed 2026-10-26
Community Financial Services Group, LLC
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$5.2K (-$164)
Filed 2026-10-15
Richardson Financial Services Inc.
DECREASED
Shares36 from 118
Change-82 (-69%)
Value$4.1K (-$9.8K)
Filed 2026-10-30
Main Street Group, LTD
DECREASED
Shares28 from 41
Change-13 (-32%)
Value$3.2K (-$1.6K)
Filed 2026-10-28
Nvest Wealth Strategies, Inc.
DECREASED
Shares26 from 127
Change-101 (-80%)
Value$3.0K (-$12.0K)
Filed 2026-10-14
Quest 10 Wealth Builders, Inc.
DECREASED
Shares24 from 25
Change-1 (-4%)
Value$2.7K (-$213)
Filed 2026-11-02
Albion Financial Group
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$2.7K (-$96)
Filed 2026-10-21
Rosenberg Matthew Hamilton
DECREASED
Shares23 from 108
Change-85 (-79%)
Value$2.6K (-$10.1K)
Filed 2026-10-05
IMG Wealth Management, Inc.
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$2.1K (-$54)
Filed 2026-10-27
Birchwood Financial Partners, Inc.
NEW
Shares18
Change+18
Value$2.0K
Filed 2026-11-02
Larson Financial Group LLC
NEW
Shares16
Change+16
Value$1.8K
Filed 2026-11-05
Balance Wealth Partners LLC
NEW
Shares14
Change+14
Value$1.5K
Filed 2026-10-27
Nova Financial LLC
NEW
Shares14
Change+14
Value$1.6K
Filed 2026-11-04
Edgemoor Investment Advisors, Inc.
NEW
Shares10
Change+10
Value$1.1K
Filed 2026-11-03
Key Capital Management, Inc
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1.1K (-$41)
Filed 2026-11-03
Godsey & Gibb, Inc
NEW
Shares9
Change+9
Value$1.0K
Filed 2026-10-14
Spurstone Advisory Services, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$907 (-$29)
Filed 2026-11-02
Murphy & Mullick Capital Management Corp
NEW
Shares7
Change+7
Value$0
Filed 2026-11-02
William Mack & Associates, Inc.
NEW
Shares7
Change+7
Value$795
Filed 2026-10-27
Independence Bank of Kentucky
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$340 (-$12)
Filed 2026-10-26
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$227 (-$8)
Filed 2026-10-23
Financial Management Network Inc
CLOSED
Shares0 from 43,349
Change-43,349 (-100%)
Value$0 (-$5.1M)
Filed 2026-10-09
Newport Capital Group, LLC
CLOSED
Shares0 from 37,196
Change-37,196 (-100%)
Value$0 (-$4.4M)
Filed 2026-10-16
Braeburn Wealth Management LLC
CLOSED
Shares0 from 19,831
Change-19,831 (-100%)
Value$0 (-$2.3M)
Filed 2026-10-15
Thor Trading Advisors, LLC
CLOSED
Shares0 from 13,050
Change-13,050 (-100%)
Value$0 (-$1.5M)
Filed 2026-11-05
Avestar Capital, LLC
CLOSED
Shares0 from 12,865
Change-12,865 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-28
Verger Capital Management LLC
CLOSED
Shares0 from 12,101
Change-12,101 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-22
Iams Wealth Management, LLC
CLOSED
Shares0 from 6,944
Change-6,944 (-100%)
Value$0 (-$815.8K)
Filed 2026-10-15
Simplex Trading, LLC
CLOSED
Shares0 from 6,643
Change-6,643 (-100%)
Value$0 (-$780.2K)
Filed 2026-11-04
Columbus Macro, LLC
CLOSED
Shares0 from 6,239
Change-6,239 (-100%)
Value$0 (-$732.8K)
Filed 2026-10-14
AlphaCentric Advisors LLC
CLOSED
Shares0 from 5,214
Change-5,214 (-100%)
Value$0 (-$612.4K)
Filed 2026-11-03
Asset Management One Co., Ltd.
CLOSED
Shares0 from 4,322
Change-4,322 (-100%)
Value$0 (-$507.6K)
Filed 2026-10-27
Prime Capital Investment Advisors, LLC
CLOSED
Shares0 from 3,868
Change-3,868 (-100%)
Value$0 (-$454.3K)
Filed 2026-10-20
WBH Advisory Inc
CLOSED
Shares0 from 3,099
Change-3,099 (-100%)
Value$0 (-$364.0K)
Filed 2026-11-05
WestHill Financial Advisors, Inc.
CLOSED
Shares0 from 3,094
Change-3,094 (-100%)
Value$0 (-$363.4K)
Filed 2026-10-14
Tsfg, LLC
CLOSED
Shares0 from 2,754
Change-2,754 (-100%)
Value$0 (-$323.0K)
Filed 2026-10-23
Idaho Trust Co
CLOSED
Shares0 from 2,745
Change-2,745 (-100%)
Value$0 (-$322.4K)
Filed 2026-11-04
Kelly Financial Services LLC
CLOSED
Shares0 from 2,569
Change-2,569 (-100%)
Value$0 (-$301.7K)
Filed 2026-10-20
Patriot Investment Management Group, Inc.
CLOSED
Shares0 from 2,460
Change-2,460 (-100%)
Value$0 (-$288.9K)
Filed 2026-10-15
Meadowbrook Wealth Management, LLC
CLOSED
Shares0 from 2,387
Change-2,387 (-100%)
Value$0 (-$279.5K)
Filed 2026-10-08
BAM Wealth Management, LLC
CLOSED
Shares0 from 2,312
Change-2,312 (-100%)
Value$0 (-$271.5K)
Filed 2026-10-15
Integrity Alliance, Llc.
CLOSED
Shares0 from 2,246
Change-2,246 (-100%)
Value$0 (-$263.9K)
Filed 2026-10-29
HUB Investment Partners, LLC
CLOSED
Shares0 from 2,215
Change-2,215 (-100%)
Value$0 (-$260.2K)
Filed 2026-11-03
Park Avenue Securities LLC
CLOSED
Shares0 from 2,207
Change-2,207 (-100%)
Value$0 (-$259.0K)
Filed 2026-10-26
VestGen Advisors, LLC
CLOSED
Shares0 from 2,144
Change-2,144 (-100%)
Value$0 (-$251.8K)
Filed 2026-10-27
My Personal CFO, LLC
CLOSED
Shares0 from 2,096
Change-2,096 (-100%)
Value$0 (-$246.2K)
Filed 2026-10-14
A4 Wealth Advisors LLC
CLOSED
Shares0 from 2,087
Change-2,087 (-100%)
Value$0 (-$245.1K)
Filed 2026-10-20
Redhawk Wealth Advisors, Inc.
CLOSED
Shares0 from 2,013
Change-2,013 (-100%)
Value$0 (-$236.4K)
Filed 2026-10-14
ASL Financial, LLC
CLOSED
Shares0 from 1,993
Change-1,993 (-100%)
Value$0 (-$234.1K)
Filed 2026-10-15
Five Pine Wealth Management
CLOSED
Shares0 from 1,919
Change-1,919 (-100%)
Value$0 (-$225.3K)
Filed 2026-10-20
HB Wealth Management, LLC
CLOSED
Shares0 from 1,911
Change-1,911 (-100%)
Value$0 (-$224.4K)
Filed 2026-10-23
Brighton Jones LLC
CLOSED
Shares0 from 1,883
Change-1,883 (-100%)
Value$0 (-$221.2K)
Filed 2026-11-03
Mullooly Asset Management, Inc.
CLOSED
Shares0 from 1,870
Change-1,870 (-100%)
Value$0 (-$219.7K)
Filed 2026-10-30
Claro Advisors Inc.
CLOSED
Shares0 from 1,869
Change-1,869 (-100%)
Value$0 (-$219.5K)
Filed 2026-11-02
World Equity Group, Inc.
CLOSED
Shares0 from 1,760
Change-1,760 (-100%)
Value$0 (-$206.7K)
Filed 2026-10-14
Retirement Planning Group, LLC
CLOSED
Shares0 from 1,727
Change-1,727 (-100%)
Value$0 (-$202.8K)
Filed 2026-10-19
Bright Futures Wealth Management, Llc.
CLOSED
Shares0 from 1,726
Change-1,726 (-100%)
Value$0 (-$202.7K)
Filed 2026-10-23
Allen Mooney & Barnes Investment Advisors LLC
CLOSED
Shares0 from 1,720
Change-1,720 (-100%)
Value$0 (-$202.1K)
Filed 2026-10-08
Platform Technology Partners
CLOSED
Shares0 from 1,717
Change-1,717 (-100%)
Value$0 (-$201.7K)
Filed 2026-11-02
Successful Portfolios LLC
CLOSED
Shares0 from 1,716
Change-1,716 (-100%)
Value$0 (-$200.4K)
Filed 2026-10-09
Cornerstone Planning Group LLC
CLOSED
Shares0 from 825
Change-825 (-100%)
Value$0 (-$96.0K)
Filed 2026-10-16
MCF Advisors LLC
CLOSED
Shares0 from 704
Change-704 (-100%)
Value$0 (-$82.7K)
Filed 2026-10-28
International Assets Investment Management, LLC
CLOSED
Shares0 from 608
Change-608 (-100%)
Value$0 (-$71.1K)
Filed 2026-11-02
Cedar Mountain Advisors, LLC
CLOSED
Shares0 from 477
Change-477 (-100%)
Value$0 (-$56.0K)
Filed 2026-10-15
Country Trust Bank
CLOSED
Shares0 from 209
Change-209 (-100%)
Value$0 (-$24.5K)
Filed 2026-10-30
Pacifica Partners Inc.
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$23.4K)
Filed 2026-10-09
Hartford Financial Management Inc.
CLOSED
Shares0 from 132
Change-132 (-100%)
Value$0 (-$15.5K)
Filed 2026-10-21
Brooklyn FI, LLC
CLOSED
Shares0 from 130
Change-130 (-100%)
Value$0 (-$15.1K)
Filed 2026-11-05
Go Invest LLC
CLOSED
Shares0 from 96
Change-96 (-100%)
Value$0 (-$11.3K)
Filed 2026-10-09
MJT & Associates Financial Advisory Group, Inc.
CLOSED
Shares0 from 92
Change-92 (-100%)
Value$0 (-$10.7K)
Filed 2026-10-07
LifeSteps Financial, Inc.
CLOSED
Shares0 from 68
Change-68 (-100%)
Value$0 (-$8.0K)
Filed 2026-10-15
Sunrise Financial Services, LLC
CLOSED
Shares0 from 57
Change-57 (-100%)
Value$0 (-$6.7K)
Filed 2026-10-21
Bokf, NA
CLOSED
Shares0 from 36
Change-36 (-100%)
Value$0 (-$4.2K)
Filed 2026-10-27
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 32
Change-32 (-100%)
Value$0 (-$3.8K)
Filed 2026-10-14
Tucker Asset Management LLC
CLOSED
Shares0 from 27
Change-27 (-100%)
Value$0 (-$3.2K)
Filed 2026-10-29
SYM Financial Corp
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$1.5K)
Filed 2026-10-26
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares0 from 10,063
Change-10,063 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-05
JPMorgan Chase & Co
N/A
Shares— from 19,507,348
Change-19,507,348 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 9,202,507
Change-9,202,507 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 6,837,882
Change-6,837,882 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 4,330,638
Change-4,330,638 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 4,292,100
Change-4,292,100 (-100%)
Value—
FMR LLC
N/A
Shares— from 3,691,423
Change-3,691,423 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 3,422,946
Change-3,422,946 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,020,689
Change-3,020,689 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 2,885,340
Change-2,885,340 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 2,616,581
Change-2,616,581 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,299,590
Change-2,299,590 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 2,161,388
Change-2,161,388 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 2,147,348
Change-2,147,348 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 1,959,885
Change-1,959,885 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,877,272
Change-1,877,272 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,709,213
Change-1,709,213 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,567,393
Change-1,567,393 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,521,468
Change-1,521,468 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,361,072
Change-1,361,072 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 1,257,130
Change-1,257,130 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,041,493
Change-1,041,493 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 943,948
Change-943,948 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 922,315
Change-922,315 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 885,965
Change-885,965 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 674,309
Change-674,309 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 667,283
Change-667,283 (-100%)
Value—
WIT, LLC
N/A
Shares— from 661,074
Change-661,074 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 634,648
Change-634,648 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 536,456
Change-536,456 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 468,365
Change-468,365 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 442,453
Change-442,453 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 436,836
Change-436,836 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 425,319
Change-425,319 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 386,170
Change-386,170 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 357,310
Change-357,310 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 346,292
Change-346,292 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 340,394
Change-340,394 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 325,845
Change-325,845 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 311,526
Change-311,526 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 277,829
Change-277,829 (-100%)
Value—
Sollinda Capital Management LLC
N/A
Shares— from 271,334
Change-271,334 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 259,736
Change-259,736 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 258,429
Change-258,429 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 218,204
Change-218,204 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 211,581
Change-211,581 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 195,400
Change-195,400 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 193,857
Change-193,857 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 192,087
Change-192,087 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 183,643
Change-183,643 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 181,640
Change-181,640 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 173,124
Change-173,124 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 165,380
Change-165,380 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 158,986
Change-158,986 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 158,124
Change-158,124 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 154,848
Change-154,848 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 151,453
Change-151,453 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 144,267
Change-144,267 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 140,476
Change-140,476 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 135,764
Change-135,764 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 134,277
Change-134,277 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 133,496
Change-133,496 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 129,160
Change-129,160 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 128,837
Change-128,837 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 126,584
Change-126,584 (-100%)
Value—
&partners
N/A
Shares— from 122,794
Change-122,794 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 118,951
Change-118,951 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 111,464
Change-111,464 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 109,628
Change-109,628 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 105,612
Change-105,612 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 103,589
Change-103,589 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 102,190
Change-102,190 (-100%)
Value—
TPG Financial Advisors, LLC
N/A
Shares— from 100,695
Change-100,695 (-100%)
Value—
Westview Management dba Westview Investment Advisors
N/A
Shares— from 99,971
Change-99,971 (-100%)
Value—
Austin Wealth Management, LLC
N/A
Shares— from 99,892
Change-99,892 (-100%)
Value—
Hilton Capital Management, LLC
N/A
Shares— from 98,765
Change-98,765 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 96,789
Change-96,789 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 96,314
Change-96,314 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 93,839
Change-93,839 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 87,298
Change-87,298 (-100%)
Value—
Criteria Caixa, S.A.U.
N/A
Shares— from 82,000
Change-82,000 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 80,388
Change-80,388 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 75,523
Change-75,523 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 75,500
Change-75,500 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 75,233
Change-75,233 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 70,762
Change-70,762 (-100%)
Value—
Summitpoint Capital Management
N/A
Shares— from 67,929
Change-67,929 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 66,441
Change-66,441 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 63,976
Change-63,976 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 63,668
Change-63,668 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 63,435
Change-63,435 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 62,939
Change-62,939 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 61,566
Change-61,566 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 61,405
Change-61,405 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 60,622
Change-60,622 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 59,748
Change-59,748 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 59,698
Change-59,698 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 53,583
Change-53,583 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 50,001
Change-50,001 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 47,547
Change-47,547 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 46,974
Change-46,974 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 46,421
Change-46,421 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 46,167
Change-46,167 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 45,734
Change-45,734 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 44,643
Change-44,643 (-100%)
Value—
Larch Capital Partners LLC
N/A
Shares— from 44,523
Change-44,523 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 44,164
Change-44,164 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 44,088
Change-44,088 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 43,131
Change-43,131 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 39,564
Change-39,564 (-100%)
Value—
Latko Wealth Management, Ltd.
N/A
Shares— from 39,046
Change-39,046 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 38,812
Change-38,812 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 38,602
Change-38,602 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 37,899
Change-37,899 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 36,351
Change-36,351 (-100%)
Value—
IF Advisors, LLC
N/A
Shares— from 35,882
Change-35,882 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 35,218
Change-35,218 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 34,571
Change-34,571 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 34,459
Change-34,459 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 34,026
Change-34,026 (-100%)
Value—
Mount Lucas Management LP
N/A
Shares— from 34,011
Change-34,011 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 33,080
Change-33,080 (-100%)
Value—
EFG International AG
N/A
Shares— from 31,334
Change-31,334 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 30,998
Change-30,998 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 30,459
Change-30,459 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 30,408
Change-30,408 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 30,170
Change-30,170 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 28,709
Change-28,709 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 28,574
Change-28,574 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 28,383
Change-28,383 (-100%)
Value—
Warner Financial, Inc
N/A
Shares— from 28,092
Change-28,092 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 28,041
Change-28,041 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 27,965
Change-27,965 (-100%)
Value—
Crabel Capital Management, LLC
N/A
Shares— from 26,797
Change-26,797 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 26,577
Change-26,577 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 26,529
Change-26,529 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 26,529
Change-26,529 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 25,898
Change-25,898 (-100%)
Value—
BNP Paribas
N/A
Shares— from 25,420
Change-25,420 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 25,282
Change-25,282 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 25,200
Change-25,200 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 25,200
Change-25,200 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 24,690
Change-24,690 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 24,455
Change-24,455 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 24,336
Change-24,336 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 23,358
Change-23,358 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 23,054
Change-23,054 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 20,953
Change-20,953 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 20,588
Change-20,588 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 20,218
Change-20,218 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 19,977
Change-19,977 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 19,900
Change-19,900 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 19,745
Change-19,745 (-100%)
Value—
Markin Asset Management, LP
N/A
Shares— from 19,531
Change-19,531 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 19,399
Change-19,399 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 19,120
Change-19,120 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 18,930
Change-18,930 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 18,462
Change-18,462 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 18,379
Change-18,379 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 18,226
Change-18,226 (-100%)
Value—
Stephens Inc
N/A
Shares— from 18,192
Change-18,192 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 18,168
Change-18,168 (-100%)
Value—
PW Advisors, LLC \ FL
N/A
Shares— from 17,556
Change-17,556 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 16,502
Change-16,502 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 16,028
Change-16,028 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 15,967
Change-15,967 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 15,793
Change-15,793 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 15,612
Change-15,612 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 15,092
Change-15,092 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 14,986
Change-14,986 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 14,752
Change-14,752 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 14,577
Change-14,577 (-100%)
Value—
Betterment LLC
N/A
Shares— from 14,398
Change-14,398 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 13,910
Change-13,910 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 13,858
Change-13,858 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 13,434
Change-13,434 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 13,219
Change-13,219 (-100%)
Value—
Commerce Bank
N/A
Shares— from 13,100
Change-13,100 (-100%)
Value—
Generation Capital Management LLC
N/A
Shares— from 12,916
Change-12,916 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 12,751
Change-12,751 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 12,423
Change-12,423 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 12,028
Change-12,028 (-100%)
Value—
Nwam LLC
N/A
Shares— from 11,716
Change-11,716 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 11,682
Change-11,682 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 11,610
Change-11,610 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 11,213
Change-11,213 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 11,004
Change-11,004 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 10,217
Change-10,217 (-100%)
Value—
HBE Wealth Management, LLC
N/A
Shares— from 10,027
Change-10,027 (-100%)
Value—
FLP Wealth Management, LLC
N/A
Shares— from 9,758
Change-9,758 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 9,347
Change-9,347 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 8,944
Change-8,944 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 8,788
Change-8,788 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 8,723
Change-8,723 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 8,712
Change-8,712 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 8,630
Change-8,630 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 8,502
Change-8,502 (-100%)
Value—
Timber Creek Capital Management LLC
N/A
Shares— from 8,248
Change-8,248 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 8,143
Change-8,143 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 8,078
Change-8,078 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 8,028
Change-8,028 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 7,993
Change-7,993 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 7,823
Change-7,823 (-100%)
Value—
Hudson Portfolio Management LLC
N/A
Shares— from 7,781
Change-7,781 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 7,700
Change-7,700 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 7,659
Change-7,659 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 7,620
Change-7,620 (-100%)
Value—
Blair William & Co
N/A
Shares— from 7,468
Change-7,468 (-100%)
Value—
Alaska Permanent Capital Management, LLC
N/A
Shares— from 7,328
Change-7,328 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 7,222
Change-7,222 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 7,196
Change-7,196 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 6,995
Change-6,995 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 6,806
Change-6,806 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 6,595
Change-6,595 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 6,264
Change-6,264 (-100%)
Value—
Cerity Partners Retirement Plan Advisors LLC
N/A
Shares— from 6,150
Change-6,150 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 5,863
Change-5,863 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 5,856
Change-5,856 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 5,682
Change-5,682 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 5,600
Change-5,600 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 5,568
Change-5,568 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 5,474
Change-5,474 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 5,071
Change-5,071 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 5,042
Change-5,042 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 5,020
Change-5,020 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 4,843
Change-4,843 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 4,835
Change-4,835 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 4,711
Change-4,711 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 4,698
Change-4,698 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 4,659
Change-4,659 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 4,458
Change-4,458 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 4,319
Change-4,319 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 4,295
Change-4,295 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 4,292
Change-4,292 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 4,114
Change-4,114 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 4,006
Change-4,006 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 3,920
Change-3,920 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 3,908
Change-3,908 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 3,813
Change-3,813 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 3,726
Change-3,726 (-100%)
Value—
Carl P. Sherr & Co., LLC
N/A
Shares— from 3,706
Change-3,706 (-100%)
Value—
Dana Investment Advisors, Inc.
N/A
Shares— from 3,701
Change-3,701 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 3,700
Change-3,700 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 3,676
Change-3,676 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 3,674
Change-3,674 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 3,659
Change-3,659 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 3,649
Change-3,649 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 3,642
Change-3,642 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 3,560
Change-3,560 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 3,552
Change-3,552 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 3,531
Change-3,531 (-100%)
Value—
Obsido Oy
N/A
Shares— from 3,517
Change-3,517 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 3,476
Change-3,476 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 3,427
Change-3,427 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 3,326
Change-3,326 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 3,274
Change-3,274 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 3,199
Change-3,199 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 3,179
Change-3,179 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 3,084
Change-3,084 (-100%)
Value—
Genesis Wealth Advisors, LLC
N/A
Shares— from 3,078
Change-3,078 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 3,058
Change-3,058 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 2,995
Change-2,995 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 2,971
Change-2,971 (-100%)
Value—
Members Trust Co
N/A
Shares— from 2,963
Change-2,963 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 2,921
Change-2,921 (-100%)
Value—
Mittelman Wealth Management
N/A
Shares— from 2,859
Change-2,859 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 2,859
Change-2,859 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 2,790
Change-2,790 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 2,770
Change-2,770 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 2,740
Change-2,740 (-100%)
Value—
Vista Capital Partners, Inc.
N/A
Shares— from 2,666
Change-2,666 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 2,660
Change-2,660 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 2,626
Change-2,626 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
SkyView Investment Advisors, LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Brightwater Advisory LLC
N/A
Shares— from 2,494
Change-2,494 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 2,467
Change-2,467 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,462
Change-2,462 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 2,403
Change-2,403 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 2,390
Change-2,390 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 2,335
Change-2,335 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 2,315
Change-2,315 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 2,310
Change-2,310 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 2,221
Change-2,221 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 2,211
Change-2,211 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 2,186
Change-2,186 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 2,175
Change-2,175 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 2,161
Change-2,161 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 2,154
Change-2,154 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 2,088
Change-2,088 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 2,047
Change-2,047 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 2,037
Change-2,037 (-100%)
Value—
Kastel Capital Advisors, LLC
N/A
Shares— from 1,997
Change-1,997 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 1,978
Change-1,978 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 1,943
Change-1,943 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 1,931
Change-1,931 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,909
Change-1,909 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 1,812
Change-1,812 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 1,769
Change-1,769 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 1,760
Change-1,760 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 1,731
Change-1,731 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 1,724
Change-1,724 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 1,718
Change-1,718 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 1,716
Change-1,716 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 1,704
Change-1,704 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 1,599
Change-1,599 (-100%)
Value—
CNB Bank
N/A
Shares— from 1,113
Change-1,113 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,078
Change-1,078 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,045
Change-1,045 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 988
Change-988 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 888
Change-888 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 816
Change-816 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 808
Change-808 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 786
Change-786 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 779
Change-779 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 757
Change-757 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 748
Change-748 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 744
Change-744 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 712
Change-712 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 604
Change-604 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 587
Change-587 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 525
Change-525 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 491
Change-491 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 455
Change-455 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 404
Change-404 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 366
Change-366 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 355
Change-355 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 325
Change-325 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 317
Change-317 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 303
Change-303 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 302
Change-302 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 290
Change-290 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 260
Change-260 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 251
Change-251 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 250
Change-250 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 226
Change-226 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 225
Change-225 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 179
Change-179 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 173
Change-173 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 171
Change-171 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 162
Change-162 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 153
Change-153 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 136
Change-136 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 135
Change-135 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 133
Change-133 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 125
Change-125 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 114
Change-114 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 92
Change-92 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 88
Change-88 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 79
Change-79 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 68
Change-68 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 65
Change-65 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 56
Change-56 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 55
Change-55 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 35
Change-35 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 15
Change-15 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 14
Change-14 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 8
Change-8 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 8
Change-8 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 0
Change0
Value—
Status
Assetmark, Inc
INCREASED4,856,7333,939,898+916,835+23%$462.7M$550.9M+$88.2M2026-10-21
Bank Julius Baer & Co. Ltd, Zurich
INCREASED2,498,1662,445,430+52,736+2%$287.9M$283.5M-$4.4M2026-10-29
Truist Financial Corp
DECREASED1,803,9681,870,174-66,206-4%$219.7M$204.6M-$15.0M2026-10-30
Facet Wealth, Inc.
INCREASED1,501,7961,212,867+288,929+24%$142.5M$170.4M+$27.9M2026-11-04
Creative Planning
DECREASED1,135,3281,147,868-12,540-1%$134.8M$128.8M-$6.0M2026-11-02
WestEnd Advisors, LLC
INCREASED1,127,4241,099,976+27,448+3%$129.2M$127.9M-$1.3M2026-10-27
Evergreen Capital Management LLC
INCREASED924,993730,746+194,247+27%$85.8M$104.9M+$19.1M2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED824,753215,347+609,406+283%$21.8M$90.3M+$68.6M2026-10-13
Cantor Fitzgerald Investment Advisors L.P.
DECREASED756,408760,770-4,362-1%$89.4M$85.8M-$3.5M2026-10-21
Strategic Point Investment Advisors, LLC
INCREASED677,300667,170+10,130+2%$78.4M$76.8M-$1.5M2026-10-29
OpenArc Corporate Advisory, LLC
INCREASED618,496575,601+42,895+7%$67.6M$70.2M+$2.6M2026-10-21
Sagespring Wealth Partners, LLC
INCREASED563,597536,921+26,676+5%$63.1M$63.9M+$873.0K2026-10-22
Bank of New York Mellon Corp
INCREASED499,411484,301+15,110+3%$56.9M$56.7M-$228.0K2026-11-05
Keybank National Association
INCREASED429,146411,681+17,465+4%$48.4M$48.7M+$330.3K2026-11-04
3Edge Asset Management, LP
INCREASED405,486244,355+161,131+66%$28.7M$46.0M+$17.3M2026-10-30
Watchman Group, Inc.
NEW387,270—+387,270——$43.9M—2026-10-16
Willis Johnson Wealth, Inc.
INCREASED377,691362,619+15,072+4%$42.6M$42.8M+$255.6K2026-11-03
TD Private Client Wealth LLC
DECREASED374,707394,622-19,915-5%$46.3M$42.5M-$3.8M2026-10-28
New Harbor Financial Group, LLC
INCREASED309,165294,999+14,166+5%$34.6M$35.1M+$424.1K2026-10-22
CVS Health Corp
INCREASED300,000182,800+117,200+64%$21.5M$34.0M+$12.6M2026-11-05
DT Investment Partners, LLC
INCREASED270,970249,078+21,892+9%$29.3M$30.7M+$1.5M2026-10-27
MBL Wealth, LLC
INCREASED269,232252,032+17,200+7%$29.6M$30.5M+$940.5K2026-10-22
Anchor Capital Advisors LLC
DECREASED249,746252,001-2,255-1%$29.6M$28.3M-$1.3M2026-11-05
School Employees Retirement Board of Ohio
DECREASED246,924378,065-131,141-35%$44.4M$28.0M-$16.4M2026-10-22
Ddfg, Inc
INCREASED241,710236,514+5,196+2%$27.8M$27.4M-$358.9K2026-10-15
Cambridge Investment Research Advisors, Inc.
DECREASED240,784248,530-7,746-3%$29.2M$27.3K-$29.2M2026-11-02
Blueprint Investment Partners LLC
INCREASED237,667203,485+34,182+17%$23.9M$27.0M+$3.1M2026-10-28
Commonwealth Equity Services, LLC
DECREASED230,093263,033-32,940-13%$30.9M$26.1M-$4.8M2026-11-02
Hoese & Co LLP
INCREASED227,218226,598+620+0%$26.6M$25.8M-$838.3K2026-10-21
Jmac Enterprises LLC
INCREASED219,696216,321+3,375+2%$25.4M$24.9M-$484.6K2026-10-30
Acropolis Investment Management, LLC
INCREASED208,07943,597+164,482+377%$5.1M$23.6M+$18.5M2026-10-08
US Bancorp \de\
DECREASED200,390204,268-3,878-2%$24.0M$22.7M-$1.3M2026-11-05
Concurrent Investment Advisors, LLC
INCREASED190,124156,603+33,521+21%$18.4M$21.6M+$3.2M2026-10-16
Independence Financial Advisors, LLC
INCREASED184,973175,850+9,123+5%$20.7M$21.0M+$329.7K2026-10-08
Allspring Global Investments Holdings, LLC
DECREASED184,080364,950-180,870-50%$42.9M$20.9M-$22.0M2026-11-04
Armstrong Advisory Group, Inc
DECREASED178,126657,428-479,302-73%$77.2M$20.2M-$57.0M2026-10-09
Blueprint Financial Advisors LLC
INCREASED168,367142,864+25,503+18%$16.8M$19.1M+$2.3M2026-10-28
Global Trust Asset Management, LLC
INCREASED168,154140,020+28,134+20%$16.4M$19.1M+$2.6M2026-10-19
Citizens Financial Group Inc
INCREASED148,794137,479+11,315+8%$16.1M$16.9M+$732.3K2026-10-23
Paulson Wealth Management Inc.
INCREASED145,442123,856+21,586+17%$14.5M$16.5M+$2.0M2026-11-02
ETF Portfolio Partners, Inc.
DECREASED140,704150,016-9,312-6%$17.6M$16.0M-$1.7M2026-10-22
Capital Investment Services of America, Inc.
DECREASED137,722137,852-1300%$16.2M$15.6M-$567.5K2026-11-02
Mirabaud & Cie SA
DECREASED135,361188,424-53,063-28%$22.1M$15.4M-$6.8M2026-10-27
Courier Capital LLC
INCREASED131,020125,533+5,487+4%$14.7M$14.9M+$119.1K2026-10-19
Thrivent Financial for Lutherans
INCREASED119,81464,635+55,179+85%$7.6M$13.6M+$6.0M2026-11-05
MBM Wealth Consultants, LLC
INCREASED119,476111,055+8,421+8%$13.0M$13.6M+$509.9K2026-10-20
Cordoba Advisory Partners LLC
INCREASED118,483117,308+1,175+1%$13.8M$13.4M-$337.1K2026-10-19
Bond & Devick Financial Network, Inc.
INCREASED117,425110,728+6,697+6%$13.0M$13.3M+$315.7K2026-10-23
One Day In July LLC
INCREASED110,53025,936+84,594+326%$3.0M$12.5M+$9.5M2026-10-30
McKinley Carter Wealth Services, Inc.
DECREASED109,421119,027-9,606-8%$14.0M$12.4M-$1.6M2026-10-16
Eley Financial Management, Inc
INCREASED107,043105,761+1,282+1%$12.4M$12.1M-$278.7K2026-11-03
Woodmont Investment Counsel LLC
INCREASED106,328105,563+765+1%$12.4M$12.1M-$336.6K2026-10-29
Farther Finance Advisors, LLC
INCREASED105,521104,170+1,351+1%$12.2M$12.0M-$264.5K2026-10-08
Boltwood Capital Management
INCREASED101,69699,909+1,787+2%$11.7M$11.5M-$197.9K2026-10-02
RCS Financial Planning, LLC
NEW97,347—+97,347——$11.0M—2026-10-14
Mirae Asset Global Investments Co., Ltd.
INCREASED97,25285,431+11,821+14%$10.0M$11.0M+$998.4K2026-11-03
Cabot Wealth Management Inc
DECREASED94,492107,436-12,944-12%$12.6M$10.7M-$1.9M2026-11-05
CFS Investment Advisory Services, LLC
DECREASED93,523110,515-16,992-15%$12.9M$10.6M-$2.3M2026-10-19
First Financial Bank - Trust Division
INCREASED92,46189,830+2,631+3%$10.6M$10.5M-$61.8K2026-10-01
Pictet Asset Management Holding SA
INCREASED91,50089,000+2,500+3%$10.5M$10.4M-$73.3K2026-11-03
Values First Advisors, Inc.
INCREASED89,33849,287+40,051+81%$5.8M$10.1M+$4.3M2026-10-23
Wealthcare Capital Management LLC
DECREASED89,22398,380-9,157-9%$11.6M$10.1M-$1.4M2026-10-21
Diversify Advisory Services, LLC
DECREASED86,548131,264-44,716-34%$15.3M$9.9M-$5.4M2026-10-20
Diversify Wealth Management, LLC
DECREASED86,548131,264-44,716-34%$15.3M$9.9M-$5.4M2026-10-20
Surience Private Wealth LLC
INCREASED86,34620,911+65,435+313%$2.5M$9.8M+$7.3M2026-10-16
Lido Advisors, LLC
DECREASED85,473103,271-17,798-17%$12.1M$9.7M-$2.4M2026-11-04
Kestra Private Wealth Services, LLC
INCREASED85,28381,484+3,799+5%$9.6M$9.7M+$104.2K2026-10-30
Premier Path Wealth Partners, LLC
DECREASED84,17086,909-2,739-3%$10.2M$9.5M-$659.2K2026-10-16
Tanglewood Wealth Management, Inc.
DECREASED83,8741,445,259-1,361,385-94%$169.7M$9.5M-$160.2M2026-10-23
Citigroup Inc
DECREASED83,038650,548-567,510-87%$76.4M$9.4M-$67.0M2026-11-04
Foundry Financial Group, Inc.
INCREASED80,60477,844+2,760+4%$9.1M$9.1M+$9402026-10-28
Proathlete Wealth Management LLC
INCREASED80,15164,292+15,859+25%$7.6M$9.1M+$1.5M2026-10-15
Foronjy Financial LLC
DECREASED77,746144,494-66,748-46%$17.0M$8.8M-$8.2M2026-10-14
Community Trust & Investment Co
DECREASED75,65277,593-1,941-2%$9.1M$8.6M-$531.3K2026-10-15
Patten & Patten Inc
DECREASED74,03079,260-5,230-7%$9.3M$8.4M-$911.1K2026-10-26
BayBridge Capital Group, LLC
INCREASED74,00630,945+43,061+139%$3.6M$8.4M+$4.8M2026-10-13
Benchmark Financial, LLC
INCREASED72,28066,408+5,872+9%$7.8M$8.2M+$399.8K2026-10-16
Maltin Wealth Management, Inc.
INCREASED70,64534,617+36,028+104%$4.1M$8.0M+$3.9M2026-10-13
Midwest Professional Planners, Ltd.
DECREASED69,23171,494-2,263-3%$8.4M$7.9M-$543.5K2026-10-29
PFG Advisors
DECREASED68,58575,241-6,656-9%$8.8M$7.8M-$1.1M2026-10-16
Prospera Financial Services Inc
INCREASED65,96361,597+4,366+7%$7.2M$7.6M+$372.9K2026-11-04
Camden National Bank
INCREASED65,64962,695+2,954+5%$7.4M$7.4M+$83.7K2026-11-02
Great Diamond Partners, LLC
INCREASED64,57660,578+3,998+7%$7.1M$7.3M+$210.7K2026-10-13
D.A. Davidson & Co.
DECREASED64,53297,102-32,570-34%$11.4M$7.3M-$4.1M2026-10-28
Altman Advisors, Inc.
INCREASED63,40563,212+193+0%$7.4M$7.2M-$231.6K2026-11-05
Fifth Third Bancorp
DECREASED63,19671,780-8,584-12%$8.4M$7.2M-$1.3M2026-11-05
James Investment Research, Inc.
DECREASED62,09463,232-1,138-2%$7.4M$7.0M-$382.8K2026-10-22
4J Wealth Management LLC
DECREASED61,63765,537-3,900-6%$7.7M$7.0M-$705.2K2026-11-02
InTrack Investment Management Inc
INCREASED61,08854,004+7,084+13%$6.3M$6.9M+$587.0K2026-10-15
Procyon Advisors, LLC
DECREASED60,65564,226-3,571-6%$7.5M$6.9M-$662.6K2026-10-21
Frontier Asset Management, LLC
INCREASED60,59758,814+1,783+3%$6.9M$6.9M-$33.6K2026-10-28
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED60,31672,420-12,104-17%$8.5M$6.8M-$1.7M2026-10-14
Centerline Wealth Advisors, LLC
INCREASED60,25656,062+4,194+7%$6.6M$6.8M+$251.0K2026-10-15
AMG National Trust Bank
INCREASED59,58953,257+6,332+12%$6.3M$6.8M+$504.7K2026-11-05
DSG Capital Advisors, LLC
DECREASED57,37758,746-1,369-2%$6.9M$6.5M-$349.2K2026-11-05
MFA Wealth Services
INCREASED56,71554,356+2,359+4%$6.4M$6.4M+$49.6K2026-10-14
Atria Investments, Inc
INCREASED55,90741,905+14,002+33%$4.9M$6.3M+$1.4M2026-10-15
Whalen Wealth Management Inc.
DECREASED55,58465,471-9,887-15%$7.7M$6.3M-$1.4M2026-10-08
Blue Fin Capital, Inc.
INCREASED55,57952,614+2,965+6%$6.2M$6.3M+$125.4K2026-10-28
AmeriServ Wealth Advisors
DECREASED54,52582,174-27,649-34%$9.7M$6.2M-$3.5M2026-10-21
Strategic Blueprint, LLC
INCREASED53,63448,822+4,812+10%$5.7M$6.1M+$350.1K2026-10-22
Semitam Bonam LLC
INCREASED51,99846,825+5,173+11%$5.5M$5.9M+$399.0K2026-10-27
Center For Asset Management LLC
INCREASED50,38641,175+9,211+22%$4.8M$5.7M+$879.7K2026-10-16
Rinkey Investments
DECREASED49,64659,819-10,173-17%$7.0M$5.6M-$1.4M2026-10-28
Davenport & Co LLC
DECREASED48,88653,111-4,225-8%$6.2M$5.5M-$692.2K2026-10-14
Kestra Advisory Services, LLC
INCREASED48,56937,776+10,793+29%$4.4M$5.5M+$1.1M2026-11-02
Tennessee Valley Asset Management Partners
INCREASED48,17746,593+1,584+3%$5.5M$5.5M-$7.2K2026-11-03
Compass Financial Group, Inc. (Ohio)
INCREASED47,90344,738+3,165+7%$5.3M$5.4M+$179.6K2026-10-19
Pinnacle Associates LTD
INCREASED47,24944,234+3,015+7%$5.2M$5.4M+$164.6K2026-10-20
Trilogy Capital Inc.
DECREASED46,82648,757-1,931-4%$5.7M$5.3M-$414.5K2026-10-20
Aerodigm Wealth, LLC
INCREASED46,46419,831+26,633+134%$2.3M$5.3M+$2.9M2026-10-16
Monument Capital Management
INCREASED45,04442,857+2,187+5%$5.0M$5.1M+$76.2K2026-10-09
Unique Wealth, LLC
INCREASED43,27539,646+3,629+9%$4.7M$4.9M+$252.7K2026-10-16
Pinnacle Wealth Management Advisory Group, LLC
INCREASED42,18538,652+3,533+9%$4.5M$4.8M+$245.9K2026-10-23
Gladwyn Financial Advisors, Inc.
INCREASED41,99341,197+796+2%$4.8M$4.8M-$74.9K2026-10-05
Dynamic Advisor Solutions LLC
DECREASED41,10544,300-3,195-7%$5.2M$4.7M-$540.1K2026-10-13
Nations Financial Group Inc,
DECREASED39,75788,452-48,695-55%$10.4M$4.5M-$5.9M2026-11-05
Robertson Stephens Wealth Management, LLC
DECREASED38,18942,777-4,588-11%$5.0M$4.3M-$692.0K2026-10-16
Vision Capital Management, Inc.
INCREASED36,84434,064+2,780+8%$4.0M$4.2M+$178.8K2026-10-20
Exchange Traded Concepts, LLC
INCREASED36,50436,036+468+1%$4.2M$4.1M-$91.4K2026-10-28
Christensen, King & Associates Investment Services, Inc.
DECREASED36,42836,995-567-2%$4.3M$4.1M-$212.6K2026-10-22
Ascent Group, LLC
INCREASED34,90932,857+2,052+6%$3.9M$4.0M+$101.0K2026-10-30
IFP Advisors, Inc
DECREASED34,75536,202-1,447-4%$4.3M$3.9M-$309.3K2026-10-16
Ritholtz Wealth Management
DECREASED34,58285,601-51,019-60%$10.1M$3.9M-$6.1M2026-11-05
Shelton Wealth Management, LLC
DECREASED34,42735,730-1,303-4%$4.2M$3.9M-$291.1K2026-10-16
Spartan Planning & Wealth Management
INCREASED33,23629,542+3,694+13%$3.5M$3.8M+$300.6K2026-10-13
Daymark Wealth Partners, LLC
DECREASED32,70740,339-7,632-19%$4.7M$3.7M-$1.0M2026-11-04
Entrewealth, LLC
INCREASED32,47130,460+2,011+7%$3.5M$3.7M+$140.0K2026-10-14
Opus Capital Group, LLC
INCREASED32,26231,887+375+1%$3.7M$3.7K-$3.7M2026-10-30
Brookstone Capital Management
DECREASED31,70343,354-11,651-27%$5.1M$3.6M-$1.5M2026-10-22
International Private Wealth Advisors LLC
DECREASED29,97631,467-1,491-5%$3.7M$3.4M-$295.3K2026-11-05
Columbia Bank
DECREASED29,70248,433-18,731-39%$5.7M$3.4M-$2.3M2026-10-29
NorthCrest Asset Manangement, LLC
INCREASED29,29728,927+370+1%$3.4M$3.3M-$52.6K2026-10-13
Apella Capital, LLC
INCREASED29,1047,020+22,084+315%$820.2K$3.3M+$2.5M2026-10-08
William Howard & Co Financial Advisors Inc
DECREASED28,53729,180-643-2%$3.4M$3.2M-$190.0K2026-11-04
Endowment Wealth Management, Inc.
INCREASED28,44624,794+3,652+15%$2.9M$3.2M+$314.9K2026-11-03
ETF Store, Inc.
INCREASED27,02526,986+39+0%$3.2M$3.1M-$103.8K2026-10-19
Cyndeo Wealth Partners, LLC
DECREASED26,93230,169-3,237-11%$3.5M$3.1M-$488.1K2026-10-16
J2 Capital Management Inc
NEW26,268—+26,268——$3.0M—2026-10-19
Union Bancaire Privee, UBP SA
INCREASED25,91725,327+590+2%$3.0M$2.9M-$41.7K2026-11-04
Maseco LLP
INCREASED25,8685,328+20,540+386%$625.7K$2.9M+$2.3M2026-10-27
J.W. Cole Advisors, Inc.
DECREASED25,84927,591-1,742-6%$3.2M$2.9M-$308.3K2026-11-05
PW Nova Financial Services LLC
INCREASED25,78020,546+5,234+25%$2.4M$2.9M+$511.4K2026-10-15
Israel Discount Bank of New York
INCREASED25,02414,532+10,492+72%$1.7M$2.8M+$1.1M2026-10-14
Central Pacific Bank - Trust Division
UNCHANGED25,01525,01500%$2.9M$2.8M-$100.3K2026-10-06
Belleair Asset Management, LLC
INCREASED24,44416,004+8,440+53%$1.9M$2.8M+$893.3K2026-11-03
Cdkv Holdings LLC
DECREASED24,18126,177-1,996-8%$3.1M$2.7M-$331.4K2026-10-28
Magnus Financial Group LLC
INCREASED23,93823,212+726+3%$2.7M$2.7M-$10.7K2026-10-21
Chesley Taft & Associates LLC
INCREASED23,90723,832+75+0%$2.8M$2.7M-$87.1K2026-10-13
Capital Investment Advisory Services, LLC
DECREASED23,74625,170-1,424-6%$3.0M$2.7M-$262.5K2026-10-30
Axxcess Wealth Management, LLC
DECREASED23,665168,029-144,364-86%$19.7M$2.7M-$17.1M2026-10-21
Jacobi Capital Management LLC
INCREASED23,64722,620+1,027+5%$2.7M$2.7M+$25.8K2026-11-05
Pacific Park Financial, Inc.
DECREASED23,17833,105-9,927-30%$3.9M$2.6M-$1.3M2026-10-13
Perigon Wealth Management, LLC
INCREASED22,93018,982+3,948+21%$2.2M$2.6M+$371.7K2026-10-22
Robinson Value Management, Ltd.
INCREASED22,87921,083+1,796+9%$2.5M$2.6M+$119.2K2026-10-20
Avidian Wealth Enterprises, LLC
INCREASED22,5537,395+15,158+205%$868.6K$2.6M+$1.7M2026-10-08
GC Wealth Management RIA, LLC
INCREASED22,10020,458+1,642+8%$2.4M$2.5M+$104.2K2026-11-02
Legacy Wealth Partners, LLC
NEW22,028—+22,028——$2.5M—2026-10-15
Beacon Bank & Trust
INCREASED21,45215,427+6,025+39%$1.8M$2.4M+$621.6K2026-10-27
Signature Estate & Investment Advisors LLC
INCREASED21,43918,987+2,452+13%$2.2M$2.4M+$202.1K2026-10-13
Eagle Strategies LLC
INCREASED20,90520,219+686+3%$2.4M$2.4M-$3.3K2026-10-16
MFA Wealth Advisors, LLC
INCREASED20,85220,701+151+1%$2.4M$2.4M-$65.9K2026-10-07
Arrien Investments, Inc.
INCREASED20,1534,443+15,710+354%$521.8K$2.3M+$1.8M2026-10-30
AUA Capital Management, LLC
DECREASED19,27119,364-930%$2.3M$2.2M-$88.2K2026-10-15
Conning Inc.
UNCHANGED19,23619,23600%$2.3M$2.2M-$77.1K2026-10-27
Ridgepath Capital Management LLC
DECREASED19,133195,218-176,085-90%$22.9M$2.2M-$20.8M2026-10-29
Higgins & Schmidt Wealth Strategies LLC
NEW19,098—+19,098——$2.2M—2026-10-26
Bingham Private Wealth, LLC
DECREASED18,99019,789-799-4%$2.3M$2.2M-$170.0K2026-11-05
Mariner Investment Group LLC
DECREASED18,46120,551-2,090-10%$2.4M$2.1M-$319.5K2026-11-04
Resonant Capital Advisors, LLC
UNCHANGED18,22518,22500%$2.1M$2.1M-$73.1K2026-10-15
MGO One Seven LLC
INCREASED18,1147,284+10,830+149%$855.5K$2.1M+$1.2M2026-10-28
Verdence Capital Advisors LLC
INCREASED17,41216,510+902+5%$1.9M$2.0M+$36.0K2026-10-26
Welch Group, LLC
INCREASED16,91612,500+4,416+35%$1.5M$1.9M+$450.8K2026-10-29
Balefire, LLC
INCREASED16,7871,722+15,065+875%$202.2K$1.9M+$1.7M2026-10-09
Royal Fund Management, LLC
DECREASED16,73516,768-330%$2.0M$1.9M-$70.9K2026-10-22
MY Wealth Management Inc.
DECREASED16,55919,443-2,884-15%$2.3M$1.9M-$405.1K2026-10-21
Brian LOW Financial Group, LLC
INCREASED16,35716,185+172+1%$1.9M$1.9M-$45.4K2026-10-28
StoneX Group Inc.
INCREASED15,7979,751+6,046+62%$1.1M$1.8M+$654.0K2026-11-03
TritonPoint Partners, LLC
NEW15,772—+15,772——$1.8M—2026-11-05
TFB Advisors LLC
INCREASED15,71010,504+5,206+50%$1.2M$1.8M+$548.4K2026-11-02
Greenspring Advisors, LLC
INCREASED15,67912,314+3,365+27%$1.4M$1.8M+$332.3K2026-11-05
Twele Capital Management, Inc.
DECREASED15,47616,501-1,025-6%$1.9M$1.8M-$182.4K2026-10-13
Laurel OAK Wealth Management, LLC
DECREASED15,43219,905-4,473-22%$2.3M$1.8M-$587.3K2026-10-19
HCR Wealth Advisors
INCREASED14,87611,235+3,641+32%$1.3M$1.7M+$368.0K2026-10-15
RKL Wealth Management LLC
DECREASED14,82215,146-324-2%$1.8M$1.7M-$97.5K2026-10-16
LightSquare Wealth Management, LLC
INCREASED14,65910,714+3,945+37%$1.3M$1.7M+$404.7K2026-11-03
Waystone Advisors LLC
DECREASED14,11314,572-459-3%$1.7M$1.7M-$53.9K2026-10-16
Visionary Wealth Advisors
INCREASED13,98213,916+66+0%$1.6M$1.6M-$48.3K2026-11-04
Regions Financial Corp
DECREASED13,67117,038-3,367-20%$2.0M$1.6M-$450.3K2026-11-05
Oppenheimer Asset Management Inc.
DECREASED13,46617,400-3,934-23%$2.0M$1.5M-$516.0K2026-10-27
E&G Advisors, LLC
UNCHANGED13,43713,43700%$1.6M$1.5M-$53.9K2026-10-13
Burke & Herbert Bank & Trust Co
UNCHANGED13,33213,33200%$1.6M$1.5M-$53.5K2026-11-02
Atwood & Palmer Inc
DECREASED13,22013,255-350%$1.6M$1.5M-$57.1K2026-10-08
Sowell Financial Services LLC
DECREASED13,12315,383-2,260-15%$1.8M$1.5M-$318.0K2026-10-23
Investment Research Partners LLC
INCREASED13,0814,734+8,347+176%$556.0K$1.5M+$927.9K2026-10-19
Vise Technologies, Inc.
INCREASED12,9733,590+9,383+261%$421.7K$1.5M+$1.0M2026-10-29
Tred Avon Family Wealth, LLC
INCREASED12,95412,099+855+7%$1.4M$1.5M+$48.5K2026-10-20
Emprise Bank
INCREASED12,7328,490+4,242+50%$997.2K$1.4M+$447.2K2026-10-07
Regatta Capital Group, LLC
DECREASED12,66522,624-9,959-44%$2.7M$1.4M-$1.2M2026-10-23
SevenBridge Financial Group, LLC
INCREASED12,56411,376+1,188+10%$1.3M$1.4M+$106.7K2026-10-26
PKS Advisory Services, LLC
UNCHANGED12,43112,43100%$1.5M$1.5M$02026-10-26
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED12,39411,342+1,052+9%$1.3M$1.4M+$73.8K2026-10-27
Compound Planning, Inc.
DECREASED12,29629,564-17,268-58%$3.5M$1.4M-$2.1M2026-11-05
Legacy Private Trust Co.
INCREASED12,13511,650+485+4%$1.4M$1.4M+$8.3K2026-10-06
Cogent Strategic Wealth LLC
UNCHANGED11,95911,95900%$1.4M$1.4M-$48.0K2026-10-22
Spire Wealth Management
DECREASED11,70113,886-2,185-16%$1.6M$1.3M-$303.6K2026-10-30
Penobscot Investment Management Company, Inc.
DECREASED11,67211,972-300-3%$1.4M$1.3M-$82.0K2026-10-26
Stronghold Wealth Management L.L.C.
DECREASED11,59713,098-1,501-11%$1.5M$1.3M-$222.8K2026-10-16
TD Waterhouse Canada Inc.
INCREASED10,99210,689+303+3%$1.3M$1.2M-$3.6K2026-10-16
Traphagen Investment Advisors LLC
DECREASED10,92111,313-392-3%$1.3M$1.2M-$89.8K2026-10-14
Sanchez Gaunt Capital Management, LLC
DECREASED10,89711,074-177-2%$1.3M$1.2M-$64.5K2026-11-03
Omni 360 Wealth, Inc.
NEW10,854—+10,854——$1.2M—2026-10-13
Montecito Bank & Trust
INCREASED10,69910,325+374+4%$1.2M$1.2M+$1.0K2026-10-01
Elevation Point Wealth Partners, LLC
INCREASED10,4866,806+3,680+54%$799.4K$1.2M+$390.2K2026-11-05
Algorithmic Investment Models, LLC
NEW10,291—+10,291——$1.2M—2026-11-04
Oak Grove Capital LLC
UNCHANGED10,20010,20000%$1.2M$1.2M-$40.9K2026-10-09
RFG Advisory, LLC
INCREASED10,1874,290+5,897+137%$503.8K$1.2M+$651.7K2026-11-03
L.K. Benson & Company, P.C.
INCREASED10,1495,104+5,045+99%$599.5K$1.2M+$551.8K2026-10-23
Nolet Wealth Management, LLC
DECREASED9,98711,862-1,875-16%$1.4M$1.1M-$260.3K2026-10-15
Rossby Financial, LCC
DECREASED9,92013,361-3,441-26%$1.6M$1.1M-$443.9K2026-11-05
Bryn Mawr Trust Advisors, LLC
DECREASED9,91811,083-1,165-11%$1.3M$1.1M-$176.6K2026-11-04
Martin Capital Partners, LLC
INCREASED9,7629,331+431+5%$1.1M$1.1M+$11.5K2026-10-07
Cadinha & Co LLC
DECREASED9,7529,968-216-2%$1.2M$1.1M-$64.5K2026-10-22
Stonehaven Wealth & TAX Solutions, LLC
INCREASED9,6279,440+187+2%$1.1M$1.1M-$16.6K2026-10-22
Ndwm LLC
DECREASED9,5559,646-91-1%$1.1M$1.1M-$49.0K2026-11-05
J. Safra Sarasin Holding AG
UNCHANGED9,4859,48500%$1.1M$1.1M$02026-10-26
Bigelow Investment Advisors, LLC
INCREASED9,2308,735+495+6%$1.0M$1.0M+$21.1K2026-10-13
Fiduciary Alliance LLC
DECREASED9,1879,893-706-7%$1.2M$1.0M-$119.8K2026-10-13
Core Wealth Partners LLC
DECREASED9,1189,402-284-3%$1.1M$1.0M-$69.9K2026-11-02
Simplicity Wealth,LLC
INCREASED9,0538,122+931+11%$953.9K$1.0M+$73.0K2026-10-23
M Holdings Securities, Inc.
NEW9,031—+9,031——$1.0K—2026-11-03
Ashton Thomas Private Wealth, LLC
INCREASED8,645725+7,920+1092%$85.2K$980.7K+$895.5K2026-11-03
Kaufman Rossin Wealth, LLC
NEW8,601—+8,601——$975.7K—2026-10-19
Fifth Third Securities, Inc.
NEW8,555—+8,555——$970.5K—2026-10-21
Analyst IMS Investment Management Services Ltd.
INCREASED8,4298,251+178+2%$969.0K$956.0K-$13.0K2026-11-05
Invested Advisors
INCREASED8,1482,502+5,646+226%$293.9K$924.3K+$630.4K2026-10-23
Alliance Private Wealth, LLC
DECREASED8,08513,254-5,169-39%$1.6M$917.2K-$639.6K2026-10-20
Silvia Mccoll Wealth Management, LLC
INCREASED7,9517,928+23+0%$931.2K$901.9K-$29.3K2026-10-07
GenWealth Group, Inc.
DECREASED7,9257,971-46-1%$936.2K$899.0K-$37.2K2026-10-16
Parker Financial LLC
UNCHANGED7,7677,76700%$912.2K$881.1K-$31.1K2026-11-05
Conrad Siegel Investment Advisors, Inc.
INCREASED7,7357,661+74+1%$899.8K$877.4K-$22.4K2026-10-08
Blue Capital, Inc.
DECREASED7,69228,003-20,311-73%$3.3M$872.5K-$2.4M2026-10-13
J.M. Arbour, LLC
DECREASED7,6697,894-225-3%$927.2K$870.0K-$57.2K2026-11-05
Edge Wealth Management LLC
DECREASED7,6507,750-100-1%$910.2K$867.1K-$43.1K2026-10-13
Able Financial Group, LLC
UNCHANGED7,6327,63200%$896.4K$865.8K-$30.6K2026-10-14
Koa Wealth Management, LLC
INCREASED7,6317,561+70+1%$888.0K$865.7K-$22.4K2026-10-14
HMV Wealth Advisors, LLC
NEW7,630—+7,630——$865.5K—2026-10-27
Founders Grove Wealth Partners, LLC
DECREASED7,5838,452-869-10%$992.7K$860.2K-$132.5K2026-10-16
Choreo, LLC
INCREASED7,4886,179+1,309+21%$725.7K$849.5K+$123.8K2026-10-28
Krilogy Financial LLC
DECREASED7,3867,872-486-6%$924.6K$838.2K-$86.4K2026-10-13
Moulton Wealth Management, Inc
DECREASED7,3097,346-370%$859.5K$828.9K-$30.6K2026-10-13
StoryOne LLC
INCREASED7,3003,651+3,649+100%$428.8K$828.1K+$399.3K2026-10-13
Compass Financial Management LLC
DECREASED7,0898,179-1,090-13%$960.6K$804.2K-$156.4K2026-10-30
Rockland Trust Co
DECREASED6,6316,702-71-1%$787.2K$752.2K-$34.9K2026-10-05
Studio Investment Management LLC
NEW6,595—+6,595——$748.1K—2026-10-22
Crestwood Advisors Group, LLC
DECREASED6,5667,314-748-10%$859.0K$744.8K-$114.2K2026-10-27
Vontobel Holding Ltd.
DECREASED6,5557,114-559-8%$835.5K$743.6K-$91.9K2026-10-16
Mascoma Wealth Management LLC
INCREASED6,1911,414+4,777+338%$166.1K$702.3K+$536.2K2026-10-23
Summa Corp.
UNCHANGED6,1706,17000%$724.7K$699.9K-$24.7K2026-10-30
Upper Left Wealth Management, LLC
DECREASED6,0847,612-1,528-20%$894.0K$690.2K-$203.9K2026-10-14
EverSource Wealth Advisors, LLC
DECREASED6,0306,044-140%$709.8K$684.0K-$25.8K2026-11-04
Leverty Financial Group, LLC
NEW6,004—+6,004——$681.1K—2026-10-08
Klaas Financial Asset Advisors, LLC
DECREASED5,9867,459-1,473-20%$876.1K$679.1K-$197.0K2026-10-19
Cooke Wealth Management, LLC
NEW5,925—+5,925——$672.1K—2026-10-13
CogentBlue Wealth Advisors, LLC
INCREASED5,7154,232+1,483+35%$497.0K$648.3K+$151.3K2026-10-09
Asset One Wealth Management LLC
INCREASED5,6454,509+1,136+25%$527.4K$640.3K+$112.9K2026-11-02
Fairvoy Private Wealth, LLC
DECREASED5,6216,017-396-7%$706.7K$637.6K-$69.0K2026-10-19
Pacific Excel Wealth Advisors, Inc.
NEW5,548—+5,548——$629.4K—2026-10-27
Argus Investors' Counsel, Inc.
INCREASED5,4135,338+75+1%$626.9K$614.1K-$12.9K2026-10-09
Acorn Creek Capital LLC
NEW5,392—+5,392——$611.7K—2026-11-05
Asempa Wealth Advisors
DECREASED5,3117,881-2,570-33%$925.6K$602.3K-$323.3K2026-10-07
Noble Family Wealth, LLC
UNCHANGED5,3085,30800%$623.4K$602.1K-$21.3K2026-10-26
Canandaigua National Trust Co of Florida
NEW5,227—+5,227——$593.0K—2026-10-07
Bangor Savings Bank
DECREASED5,2255,227-20%$613.9K$592.7K-$21.2K2026-10-06
CoreCap Advisors, LLC
DECREASED5,2005,472-272-5%$642.7K$589.9K-$52.8K2026-10-08
Paragon Capital Management Ltd
DECREASED5,12714,900-9,773-66%$1.8M$581.6K-$1.2M2026-10-09
Independent Financial Group, LLC
DECREASED5,0338,012-2,979-37%$941.0K$570.9K-$370.1K2026-10-13
Montag A & Associates Inc
INCREASED5,0232,243+2,780+124%$263.4K$569.8K+$306.4K2026-10-29
Avail Investment Partners, LLC
INCREASED4,9332,355+2,578+109%$276.6K$559.6K+$283.0K2026-10-16
Meitav Investment House LTD
INCREASED4,8414,038+803+20%$473.2K$546.8K+$73.6K2026-10-28
Brady Martz Wealth Solutions, LLC
NEW4,820—+4,820——$546.8K—2026-11-05
Midwest Trust Co
DECREASED4,7024,718-160%$554.1K$533.4K-$20.7K2026-10-22
Partners Wealth Management, LLC
NEW4,643—+4,643——$526.7K—2026-10-28
Capital Investment Counsel, LLC
DECREASED4,6135,043-430-9%$592.3K$523.3K-$69.0K2026-10-14
Centennial Wealth Advisory LLC
DECREASED4,59427,566-22,972-83%$3.2M$521.0K-$2.7M2026-10-16
Balboa Wealth Partners
INCREASED4,5883,088+1,500+49%$362.7K$520.5K+$157.8K2026-10-20
Morton Brown Family Wealth, LLC
INCREASED4,5811,298+3,283+253%$152.5K$519.7K+$367.2K2026-10-23
Private Trust Co NA
DECREASED4,5504,590-40-1%$539.1K$516.2K-$22.9K2026-10-20
Compagnie Lombard Odier SCmA
DECREASED4,51310,533-6,020-57%$1.2M$512.0K-$725.1K2026-11-04
RMR Wealth Builders
UNCHANGED4,5004,50000%$528.5K$510.5K-$18.0K2026-10-22
Woodward Diversified Capital, LLC
INCREASED4,4664,275+191+4%$502.1K$506.6K+$4.5K2026-10-21
MKT Advisors LLC
NEW4,339—+4,339——$492.8K—2026-10-20
Banque Pictet & CIE SA
UNCHANGED4,3244,32400%$507.9K$490.5K-$17.3K2026-10-16
Obermeyer Wealth Partners
UNCHANGED4,3164,31600%$506.9K$489.6K-$17.3K2026-10-21
Firestone Capital Management
INCREASED4,2813,338+943+28%$392.0K$485.6K+$93.6K2026-11-03
Argyle Capital Partners, LLC
DECREASED4,2594,569-310-7%$536.5K$483.1K-$53.5K2026-10-23
Rede Wealth, LLC
DECREASED4,1794,180-10%$490.9K$474.1K-$16.9K2026-10-22
Cambiar Investors LLC
UNCHANGED4,1394,13900%$486.1K$469.5K-$16.6K2026-11-04
Mather Group, Llc.
INCREASED4,0143,792+222+6%$445.4K$455.4K+$10.0K2026-10-14
High Probability Advisors, LLC
UNCHANGED3,9023,90200%$458.3K$442.7K-$15.6K2026-10-19
Stephens Group Asset Management, LLC
UNCHANGED3,8783,87800%$455.5K$439.9K-$15.6K2026-10-09
John W. Brooker & Co., CPAs
INCREASED3,7423,578+164+5%$420.2K$424.5K+$4.3K2026-10-21
Arkansas Financial Group, Inc.
UNCHANGED3,7333,73300%$438.4K$423.5K-$15.0K2026-10-26
Northwest Wealth Management, LLC
UNCHANGED3,6523,65200%$428.9K$414.3K-$14.6K2026-10-30
Patten Group, Inc.
DECREASED3,6297,083-3,454-49%$831.9K$411.7K-$420.2K2026-10-26
Kelly Financial Group LLC
DECREASED3,5963,715-119-3%$436.3K$407.9K-$28.4K2026-10-16
Etesian Wealth Advisors, Inc.
NEW3,522—+3,522——$399.5K—2026-10-27
Principle Wealth Partners LLC
DECREASED3,4733,623-150-4%$425.5K$394.0K-$31.5K2026-11-02
Stanley-Laman Group, Ltd.
INCREASED3,4533,430+23+1%$402.9K$391.8K-$11.1K2026-10-20
NBT Bank, N.A.
UNCHANGED3,3503,35000%$393.5K$380.0K-$13.4K2026-10-21
Robinswood Financial LLC
DECREASED3,3414,155-814-20%$488.0K$380.9K-$107.1K2026-10-20
Washington Trust Bank
NEW3,275—+3,275——$371.5K—2026-11-03
Forte Asset Management LLC
UNCHANGED3,2503,25000%$381.7K$368.7K-$13.0K2026-10-13
Aries Wealth Management
UNCHANGED3,2383,23800%$380.3K$367.3K-$13.0K2026-10-23
Schear Investment Advisers, LLC
NEW3,234—+3,234——$366.9K—2026-10-14
Tempo Wealth, LLC
INCREASED3,2342,892+342+12%$339.7K$366.9K+$27.2K2026-10-14
United Asset Strategies, Inc.
INCREASED3,1802,954+226+8%$347.0K$360.8K+$13.8K2026-10-28
Wilmington Savings Fund Society, FSB
DECREASED3,1033,556-453-13%$417.7K$352.0K-$65.6K2026-10-23
Wealthcare Advisory Partners LLC
NEW3,075—+3,075——$348.9K—2026-10-21
United Advisor Group, LLC
INCREASED3,0132,015+998+50%$236.7K$341.8K+$105.1K2026-11-03
Fluent Financial, LLC
NEW2,863—+2,863——$324.8K—2026-10-13
Smithbridge Asset Management Inc
UNCHANGED2,8302,83000%$332.4K$321.0K-$11.3K2026-10-19
TopTier Wealth Management, LLC
INCREASED2,8112,788+23+1%$327.4K$318.9K-$8.5K2026-10-16
Cornerstone Wealth Group, LLC
DECREASED2,8092,948-139-5%$346.2K$318.7K-$27.6K2026-11-02
Friday Financial
NEW2,766—+2,766——$313.7K—2026-10-09
Walkner Condon Financial Advisors LLC
DECREASED2,7162,889-173-6%$339.5K$308.1K-$31.4K2026-11-02
Oath Planning, LLC
DECREASED2,7062,798-92-3%$328.6K$307.0K-$21.7K2026-10-20
Frederick Financial Consultants, LLC
INCREASED2,6381,771+867+49%$208.0K$299.3K+$91.3K2026-10-29
Stablepoint Partners, LLC
INCREASED2,6322,610+22+1%$306.5K$298.5K-$8.0K2026-11-03
First National Trust Co
NEW2,611—+2,611——$296.2K—2026-10-28
Portfolio Resources Advisor Group, Inc.
INCREASED2,5982,493+105+4%$292.8K$294.7K+$1.9K2026-10-20
BAR Harbor Wealth Management
DECREASED2,5823,163-581-18%$371.5K$292.9K-$78.6K2026-10-21
First United Bank & Trust
DECREASED2,5742,999-425-14%$352.2K$292.0K-$60.2K2026-10-22
Alchemi Wealth, LLC
NEW2,572—+2,572——$291.8K—2026-11-04
Busey Bank
UNCHANGED2,5632,56300%$301.0K$290.7K-$10.3K2026-10-26
Steinberganna Wealth Management
INCREASED2,5622,546+16+1%$299.0K$290.6K-$8.4K2026-10-23
Freedom Day Solutions, LLC
NEW2,528—+2,528——$286.8K—2026-10-20
Charles Schwab Trust Co
DECREASED2,5192,865-346-12%$336.5K$285.8K-$50.7K2026-10-15
Flagstone Financial Management
INCREASED2,4632,042+421+21%$239.8K$279.4K+$39.6K2026-11-05
Creative Financial Designs Inc
INCREASED2,4331,496+937+63%$175.7K$276.0K+$100.3K2026-11-04
Lanark Financial, Inc.
DECREASED2,4232,576-153-6%$302.6K$274.9K-$27.7K2026-10-26
Value Partners Investments Inc.
UNCHANGED2,3502,35000%$275.6K$267.4K-$8.2K2026-10-19
Wealth Advisory Solutions, LLC
UNCHANGED2,3332,33300%$274.0K$264.7K-$9.4K2026-10-20
Associated Banc-Corp
NEW2,329—+2,329——$264.2K—2026-10-30
Americana Partners, LLC
NEW2,310—+2,310——$262.0K—2026-10-28
Flagship Harbor Advisors, LLC
NEW2,309—+2,309——$261.9K—2026-10-26
Viewpoint Investment Partners Corp
UNCHANGED2,3002,30000%$270.1K$260.9K-$9.2K2026-10-26
Heck Capital Advisors, LLC
DECREASED2,29227,695-25,403-92%$3.3M$260.0K-$3.0M2026-10-14
Alhambra Investment Management LLC
INCREASED2,2752,241+34+2%$263.2K$258.1K-$5.1K2026-10-15
Riggs Asset Managment Co. Inc.
DECREASED2,2692,506-237-9%$294.3K$257.4K-$36.9K2026-11-05
Signal Advisors Wealth, LLC
DECREASED2,2452,849-604-21%$334.6K$254.6K-$80.0K2026-10-13
Capstone Wealth Management, LLC
UNCHANGED2,2092,20900%$259.4K$250.6K-$8.9K2026-11-02
Sachem Hill LLC
DECREASED2,2042,415-211-9%$283.6K$250.0K-$33.6K2026-10-14
Chemistry Wealth Management LLC
UNCHANGED2,1822,18200%$256.3K$247.5K-$8.8K2026-10-16
Arista Wealth Management, LLC
NEW2,180—+2,180——$247.2K—2026-10-29
JGP Wealth Management, LLC
DECREASED2,1783,877-1,699-44%$455.3K$247.1K-$208.3K2026-10-13
Concord Wealth Partners
INCREASED2,1342,132+2+0%$250.4K$242.1K-$8.3K2026-11-02
Oppenheimer & Co Inc
DECREASED2,1302,558-428-17%$300.4K$241.6K-$58.8K2026-10-26
Wealth Enhancement Trust Services, Inc.
DECREASED2,1202,897-777-27%$340.3K$240.5K-$99.8K2026-10-07
Flagstar Securities, Inc
INCREASED2,1172,102+15+1%$247.0K$240.1K-$6.8K2026-10-15
Cannon Advisors, Inc.
NEW2,106—+2,106——$239.1K—2026-10-14
Silverlake Wealth Management LLC
DECREASED2,0952,595-500-19%$304.8K$237.7K-$67.1K2026-10-21
Avalon Advisory Group
INCREASED2,0942,072+22+1%$243.4K$237.5K-$5.8K2026-10-20
15 Wealth Advisors LLC
NEW2,076—+2,076——$235.4K—2026-10-14
Valley Wealth Managers, Inc.
DECREASED2,0552,422-367-15%$284.5K$233.2K-$51.3K2026-10-09
Ignite Planners, LLC
NEW2,049—+2,049——$232.4K—2026-10-14
Guidance Capital, Inc
INCREASED2,0362,019+17+1%$236.1K$234.2K-$2.0K2026-11-03
Cullen T Bankers, Inc.
DECREASED2,0297,691-5,662-74%$903.3K$230.2K-$673.1K2026-10-28
Transmarket Holdings LP
NEW2,000—+2,000——$226.9K—2026-10-27
Sather Financial Group Inc
UNCHANGED1,8981,89800%$222.9K$215.3K-$7.6K2026-10-30
Accurate Wealth Management, LLC
DECREASED1,8222,090-268-13%$244.0K$206.9K-$37.1K2026-10-20
Hardin Capital Partners, LLC
INCREASED1,8021,713+89+5%$201.3K$204.4K+$3.1K2026-10-09
B. Riley Wealth Advisors, Inc.
DECREASED1,7961,829-33-2%$215.4K$203.7K-$11.6K2026-10-13
West Paces Advisors Inc.
DECREASED1,7872,842-1,055-37%$333.8K$202.7K-$131.1K2026-10-13
Morling Financial Advisors, LLC
NEW1,743—+1,743——$197.7K—2026-10-28
Investors Research Corp
INCREASED1,6991,636+63+4%$192.1K$192.7K+$5872026-10-07
Bfsg, LLC
DECREASED1,6531,678-25-1%$197.1K$187.5K-$9.6K2026-10-30
Canton Hathaway, LLC
INCREASED1,6101,571+39+2%$184.5K$182.6K-$1.9K2026-10-23
Wolff Wiese Magana LLC
UNCHANGED1,5781,57800%$185.3K$179.0K-$6.3K2026-10-15
Ashton Thomas Securities, LLC
NEW1,411—+1,411——$156.5K—2026-10-26
Y.D. More Investments Ltd
INCREASED1,3001,250+50+4%$146.8K$147.5K+$6602026-11-02
1620 Investment Advisors, Inc.
INCREASED1,136821+315+38%$96.4K$128.9K+$32.4K2026-11-04
GHP Investment Advisors, Inc.
DECREASED1,0731,143-70-6%$134.2K$121.7K-$12.5K2026-10-15
Jcic Asset Management Inc.
DECREASED1,0001,715-715-42%$203.4K$113.4K-$90.0K2026-10-30
Parallel Advisors, LLC
INCREASED926206+720+350%$24.2K$105.1K+$80.9K2026-11-03
Eastern Bank
UNCHANGED87087000%$102.2K$98.7K-$3.5K2026-10-05
Pinnacle Wealth Planning Services, Inc.
UNCHANGED84984900%$99.7K$96.3K-$3.4K2026-10-27
Elevated Capital Advisors, LLC
DECREASED714798-84-11%$93.7K$81.0K-$12.7K2026-11-04
Archer Investment Corp
INCREASED67134+637+1874%$4.0K$76.1K+$72.0K2026-11-05
Trust Co of Vermont
UNCHANGED65065000%$76.3K$73.7K-$2.6K2026-10-21
Weaver Capital Management LLC
DECREASED647231,359-230,712-100%$27.4M$73.4K-$27.4M2026-10-15
Gen-Wealth Partners Inc
INCREASED619604+15+2%$71.0K$70.2K-$8212026-11-04
Nemes Rush Group LLC
INCREASED594588+6+1%$69.1K$67.4K-$1.7K2026-11-04
BankChampaign, National Association
UNCHANGED45545500%$53.4K$51.6K-$1.8K2026-10-19
Triumph Capital Management
DECREASED447719-272-38%$84.4K$50.7K-$33.7K2026-10-14
Blue Trust, Inc.
DECREASED436553-117-21%$65.0K$49.4K-$15.5K2026-10-15
Pension & Wealth Management Advisors, Inc.
NEW428—+428——$48.6K—2026-10-16
Ares Financial Consulting, LLC
UNCHANGED41441400%$48.6K$47.0K-$1.7K2026-10-19
Pioneer Family Office, LLC
INCREASED404347+57+16%$40.8K$45.8K+$5.1K2026-10-30
Hanson & Doremus Investment Management
UNCHANGED36536500%$43.0K$41-$43.0K2026-10-16
Cherry Tree Wealth Management, LLC
UNCHANGED34334300%$40.3K$38.9K-$1.4K2026-10-15
Nvwm, LLC
NEW335—+335——$38.0K—2026-10-14
Smallwood Wealth Investment Management, LLC
UNCHANGED30730700%$36.1K$34.8K-$1.2K2026-10-30
Cape Investment Advisory, Inc.
INCREASED296280+16+6%$32.9K$33.6K+$6922026-10-13
Silver Grove Financial Group, Inc.
INCREASED269205+64+31%$24.1K$30.5K+$6.4K2026-11-05
AlphaCore Capital LLC
DECREASED268900-632-70%$105.7K$30.4K-$75.3K2026-11-04
Highline Wealth Partners LLC
DECREASED262500-238-48%$58.7K$29.7K-$29.0K2026-10-19
Ascentis Independent Advisors
NEW254—+254——$28.8K—2026-11-03
Asset Dedication, LLC
UNCHANGED23823800%$28.0K$27.0K-$9552026-11-03
Avion Wealth
UNCHANGED21621600%$25$24-$12026-11-04
Capital Investment Counsel, Inc
UNCHANGED20420400%$24.0K$23.1K-$8182026-10-20
Friedenthal Financial
UNCHANGED20220200%$23.7K$22.9K-$8102026-10-27
Biltmore Family Office, LLC
UNCHANGED20020000%$23.5K$22.7K-$8022026-11-03
First Horizon Corp
UNCHANGED17317300%$20.3K$19.6K-$6942026-10-26
Planning Strategies Inc.
UNCHANGED16916900%$19.8K$19.2K-$6782026-10-02
Farmers & Merchants Investments Inc
NEW153—+153——$17.4K—2026-10-22
Breakwater Investment Management
UNCHANGED15215200%$17.9K$17.2K-$6102026-10-20
Lloyd Advisory Services, Llc.
INCREASED1502+148+7400%$235$17.1K+$16.8K2026-11-02
Birch Financial Group, LLC
NEW142—+142——$16.1K—2026-10-27
WPG Advisers, LLC
UNCHANGED14214200%$16.7K$16.1K-$5702026-10-27
American National Bank & Trust
UNCHANGED14114100%$16.6K$16.0K-$5652026-10-07
Financial Network Wealth Advisors LLC
UNCHANGED13613600%$16.0K$15.4K-$5452026-10-28
Granite FO LLC
UNCHANGED13313300%$15.6K$15.1K-$5332026-10-14
Versant Capital Management, Inc
UNCHANGED13113100%$15.4K$14.9K-$5252026-10-02
Cranbrook Wealth Management, LLC
UNCHANGED13013000%$15.3K$14.7K-$5212026-10-28
Team Financial Group, LLC
NEW127—+127——$14.4K—2026-10-30
Central Trust Co
UNCHANGED12712700%$14.9K$14.4K-$5102026-11-05
Barnes Dennig Private Wealth Management LLC
NEW122—+122——$13.9K—2026-10-30
Downshift Financial, LLC
INCREASED10524+81+338%$2.8K$11.9K+$9.1K2026-10-13
EPG Wealth Management LLC
UNCHANGED999900%$11.6K$11.2K-$3972026-11-03
Strategic Advocates LLC
UNCHANGED919100%$10.7K$10.3K-$3652026-11-03
Barrett & Company, Inc.
UNCHANGED898900%$10.5K$10.1K-$3572026-10-22
Transce3nd, LLC
NEW87—+87——$9.9K—2026-10-26
Tompkins Financial Corp
UNCHANGED797900%$9.3K$9.0K-$3172026-10-05
Mcdonald Partners LLC
UNCHANGED747400%$8.7K$8.4K-$2962026-11-03
Winthrop Capital Management, LLC
UNCHANGED737300%$9$8.3K+$8.3K2026-11-05
Reicon Wealth Advisors, LLC
INCREASED6328+35+125%$3.3K$7.1K+$3.9K2026-11-04
Root Financial Partners, LLC
NEW60—+60——$6.8K—2026-10-21
Foster Dykema Cabot & Partners, LLC
UNCHANGED575700%$6.7K$6.5K-$2292026-10-30
Gamma Investing LLC
UNCHANGED555500%$6.5K$6.2K-$2212026-10-08
Provident Wealth Management, LLC
DECREASED50100-50-50%$11.7K$5.7K-$6.1K2026-10-20
Caldwell Trust Co
UNCHANGED505000%$5.9K$5.7K-$2012026-10-30
First Bancorp, Inc
NEW49—+49——$5.6K—2026-10-26
Community Financial Services Group, LLC
UNCHANGED464600%$5.4K$5.2K-$1642026-10-15
Richardson Financial Services Inc.
DECREASED36118-82-69%$13.9K$4.1K-$9.8K2026-10-30
Main Street Group, LTD
DECREASED2841-13-32%$4.8K$3.2K-$1.6K2026-10-28
Nvest Wealth Strategies, Inc.
DECREASED26127-101-80%$14.9K$3.0K-$12.0K2026-10-14
Quest 10 Wealth Builders, Inc.
DECREASED2425-1-4%$2.9K$2.7K-$2132026-11-02
Albion Financial Group
UNCHANGED242400%$2.8K$2.7K-$962026-10-21
Rosenberg Matthew Hamilton
DECREASED23108-85-79%$12.7K$2.6K-$10.1K2026-10-05
IMG Wealth Management, Inc.
UNCHANGED191900%$2.2K$2.1K-$542026-10-27
Birchwood Financial Partners, Inc.
NEW18—+18——$2.0K—2026-11-02
Larson Financial Group LLC
NEW16—+16——$1.8K—2026-11-05
Balance Wealth Partners LLC
NEW14—+14——$1.5K—2026-10-27
Nova Financial LLC
NEW14—+14——$1.6K—2026-11-04
Edgemoor Investment Advisors, Inc.
NEW10—+10——$1.1K—2026-11-03
Key Capital Management, Inc
UNCHANGED101000%$1.2K$1.1K-$412026-11-03
Godsey & Gibb, Inc
NEW9—+9——$1.0K—2026-10-14
Spurstone Advisory Services, LLC
UNCHANGED8800%$936$907-$292026-11-02
Murphy & Mullick Capital Management Corp
NEW7—+7——$0—2026-11-02
William Mack & Associates, Inc.
NEW7—+7——$795—2026-10-27
Independence Bank of Kentucky
UNCHANGED3300%$352$340-$122026-10-26
Dhjj Financial Advisors, Ltd.
UNCHANGED2200%$235$227-$82026-10-23
Financial Management Network Inc
CLOSED043,349-43,349-100%$5.1M$0-$5.1M2026-10-09
Newport Capital Group, LLC
CLOSED037,196-37,196-100%$4.4M$0-$4.4M2026-10-16
Braeburn Wealth Management LLC
CLOSED019,831-19,831-100%$2.3M$0-$2.3M2026-10-15
Thor Trading Advisors, LLC
CLOSED013,050-13,050-100%$1.5M$0-$1.5M2026-11-05
Avestar Capital, LLC
CLOSED012,865-12,865-100%$1.5M$0-$1.5M2026-10-28
Verger Capital Management LLC
CLOSED012,101-12,101-100%$1.4M$0-$1.4M2026-10-22
Iams Wealth Management, LLC
CLOSED06,944-6,944-100%$815.8K$0-$815.8K2026-10-15
Simplex Trading, LLC
CLOSED06,643-6,643-100%$780.2K$0-$780.2K2026-11-04
Columbus Macro, LLC
CLOSED06,239-6,239-100%$732.8K$0-$732.8K2026-10-14
AlphaCentric Advisors LLC
CLOSED05,214-5,214-100%$612.4K$0-$612.4K2026-11-03
Asset Management One Co., Ltd.
CLOSED04,322-4,322-100%$507.6K$0-$507.6K2026-10-27
Prime Capital Investment Advisors, LLC
CLOSED03,868-3,868-100%$454.3K$0-$454.3K2026-10-20
WBH Advisory Inc
CLOSED03,099-3,099-100%$364.0K$0-$364.0K2026-11-05
WestHill Financial Advisors, Inc.
CLOSED03,094-3,094-100%$363.4K$0-$363.4K2026-10-14
Tsfg, LLC
CLOSED02,754-2,754-100%$323.0K$0-$323.0K2026-10-23
Idaho Trust Co
CLOSED02,745-2,745-100%$322.4K$0-$322.4K2026-11-04
Kelly Financial Services LLC
CLOSED02,569-2,569-100%$301.7K$0-$301.7K2026-10-20
Patriot Investment Management Group, Inc.
CLOSED02,460-2,460-100%$288.9K$0-$288.9K2026-10-15
Meadowbrook Wealth Management, LLC
CLOSED02,387-2,387-100%$279.5K$0-$279.5K2026-10-08
BAM Wealth Management, LLC
CLOSED02,312-2,312-100%$271.5K$0-$271.5K2026-10-15
Integrity Alliance, Llc.
CLOSED02,246-2,246-100%$263.9K$0-$263.9K2026-10-29
HUB Investment Partners, LLC
CLOSED02,215-2,215-100%$260.2K$0-$260.2K2026-11-03
Park Avenue Securities LLC
CLOSED02,207-2,207-100%$259.0K$0-$259.0K2026-10-26
VestGen Advisors, LLC
CLOSED02,144-2,144-100%$251.8K$0-$251.8K2026-10-27
My Personal CFO, LLC
CLOSED02,096-2,096-100%$246.2K$0-$246.2K2026-10-14
A4 Wealth Advisors LLC
CLOSED02,087-2,087-100%$245.1K$0-$245.1K2026-10-20
Redhawk Wealth Advisors, Inc.
CLOSED02,013-2,013-100%$236.4K$0-$236.4K2026-10-14
ASL Financial, LLC
CLOSED01,993-1,993-100%$234.1K$0-$234.1K2026-10-15
Five Pine Wealth Management
CLOSED01,919-1,919-100%$225.3K$0-$225.3K2026-10-20
HB Wealth Management, LLC
CLOSED01,911-1,911-100%$224.4K$0-$224.4K2026-10-23
Brighton Jones LLC
CLOSED01,883-1,883-100%$221.2K$0-$221.2K2026-11-03
Mullooly Asset Management, Inc.
CLOSED01,870-1,870-100%$219.7K$0-$219.7K2026-10-30
Claro Advisors Inc.
CLOSED01,869-1,869-100%$219.5K$0-$219.5K2026-11-02
World Equity Group, Inc.
CLOSED01,760-1,760-100%$206.7K$0-$206.7K2026-10-14
Retirement Planning Group, LLC
CLOSED01,727-1,727-100%$202.8K$0-$202.8K2026-10-19
Bright Futures Wealth Management, Llc.
CLOSED01,726-1,726-100%$202.7K$0-$202.7K2026-10-23
Allen Mooney & Barnes Investment Advisors LLC
CLOSED01,720-1,720-100%$202.1K$0-$202.1K2026-10-08
Platform Technology Partners
CLOSED01,717-1,717-100%$201.7K$0-$201.7K2026-11-02
Successful Portfolios LLC
CLOSED01,716-1,716-100%$200.4K$0-$200.4K2026-10-09
Cornerstone Planning Group LLC
CLOSED0825-825-100%$96.0K$0-$96.0K2026-10-16
MCF Advisors LLC
CLOSED0704-704-100%$82.7K$0-$82.7K2026-10-28
International Assets Investment Management, LLC
CLOSED0608-608-100%$71.1K$0-$71.1K2026-11-02
Cedar Mountain Advisors, LLC
CLOSED0477-477-100%$56.0K$0-$56.0K2026-10-15
Country Trust Bank
CLOSED0209-209-100%$24.5K$0-$24.5K2026-10-30
Pacifica Partners Inc.
CLOSED0200-200-100%$23.4K$0-$23.4K2026-10-09
Hartford Financial Management Inc.
CLOSED0132-132-100%$15.5K$0-$15.5K2026-10-21
Brooklyn FI, LLC
CLOSED0130-130-100%$15.1K$0-$15.1K2026-11-05
Go Invest LLC
CLOSED096-96-100%$11.3K$0-$11.3K2026-10-09
MJT & Associates Financial Advisory Group, Inc.
CLOSED092-92-100%$10.7K$0-$10.7K2026-10-07
LifeSteps Financial, Inc.
CLOSED068-68-100%$8.0K$0-$8.0K2026-10-15
Sunrise Financial Services, LLC
CLOSED057-57-100%$6.7K$0-$6.7K2026-10-21
Bokf, NA
CLOSED036-36-100%$4.2K$0-$4.2K2026-10-27
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED032-32-100%$3.8K$0-$3.8K2026-10-14
Tucker Asset Management LLC
CLOSED027-27-100%$3.2K$0-$3.2K2026-10-29
SYM Financial Corp
CLOSED013-13-100%$1.5K$0-$1.5K2026-10-26
MassMutual Private Wealth & Trust, FSB
DECREASED010,063-10,063-100%$1.2M$0-$1.2M2026-10-05
JPMorgan Chase & Co
N/A—19,507,348-19,507,348-100%$2.3B———
Bank of America Corp
N/A—9,202,507-9,202,507-100%$1.1B———
Captrust Financial Advisors
N/A—6,837,882-6,837,882-100%$803.1M———
Financial Engines Advisors L.L.C.
N/A—4,330,638-4,330,638-100%$508.6M———
Invesco Ltd.
N/A—4,292,100-4,292,100-100%$504.1M———
FMR LLC
N/A—3,691,423-3,691,423-100%$433.6M———
Envestnet Asset Management Inc
N/A—3,422,946-3,422,946-100%$402.0M———
Morgan Stanley
N/A—3,020,689-3,020,689-100%$354.8M———
Ameriprise Financial Inc
N/A—2,885,340-2,885,340-100%$338.8M———
LPL Financial LLC
N/A—2,616,581-2,616,581-100%$307.3M———
Wells Fargo & Company
N/A—2,299,590-2,299,590-100%$270.1M———
Mariner, LLC
N/A—2,161,388-2,161,388-100%$253.9M———
Stifel Financial Corp
N/A—2,147,348-2,147,348-100%$252.2M———
Cerity Partners LLC
N/A—1,959,885-1,959,885-100%$230.2M———
UBS Group AG
N/A—1,877,272-1,877,272-100%$220.5M———
Janney Montgomery Scott LLC
N/A—1,709,213-1,709,213-100%$200.7M———
Raymond James Financial Inc
N/A—1,567,393-1,567,393-100%$184.1M———
BlackRock, Inc.
N/A—1,521,468-1,521,468-100%$178.7M———
Huntington National Bank
N/A—1,361,072-1,361,072-100%$159.9M———
Dynasty Wealth Management, LLC
N/A—1,257,130-1,257,130-100%$147.6M———
Royal Bank of Canada
N/A—1,041,493-1,041,493-100%$122.3M———
Roehl & Yi Investment Advisors, LLC
N/A—943,948-943,948-100%$943.9K———
Focus Partners Wealth
N/A—922,315-922,315-100%$108.3M———
Cetera Investment Advisers
N/A—885,965-885,965-100%$104.1M———
Northwestern Mutual Wealth Management Co
N/A—674,309-674,309-100%$79.2M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—667,283-667,283-100%$78.3M———
WIT, LLC
N/A—661,074-661,074-100%$77.6M———
PNC Financial Services Group, Inc.
N/A—634,648-634,648-100%$74.5M———
Clarity Financial LLC
N/A—536,456-536,456-100%$63.0M———
Waverly Advisors, LLC
N/A—468,365-468,365-100%$55.0M———
Victory Capital Management Inc
N/A—442,453-442,453-100%$52.0M———
OneDigital Investment Advisors LLC
N/A—436,836-436,836-100%$51.3M———
Franklin Resources Inc
N/A—425,319-425,319-100%$50.0M———
NorthCoast Asset Management LLC
N/A—386,170-386,170-100%$45.4M———
Silicon Valley Capital Partners
N/A—357,310-357,310-100%$42.0M———
Curi Capital, LLC
N/A—346,292-346,292-100%$40.7M———
Osaic Holdings, Inc.
N/A—340,394-340,394-100%$40.0M———
O'shaughnessy Asset Management, LLC
N/A—325,845-325,845-100%$38.3M———
Charles Schwab Investment Management Inc
N/A—311,526-311,526-100%$36.6M———
Banco Santander, S.A.
N/A—277,829-277,829-100%$32.6M———
Sollinda Capital Management LLC
N/A—271,334-271,334-100%$31.9M———
Strategic Wealth Partners, Ltd.
N/A—259,736-259,736-100%$30.5M———
Jones Financial Companies Lllp
N/A—258,429-258,429-100%$30.4M———
Orion Porfolio Solutions, LLC
N/A—218,204-218,204-100%$25.6M———
MAI Capital Management
N/A—211,581-211,581-100%$24.9M———
Allianz Asset Management GmbH
N/A—195,400-195,400-100%$22.9M———
First American Trust, FSB
N/A—193,857-193,857-100%$22.8M———
Flow Traders U.S. LLC
N/A—192,087-192,087-100%$22.6M———
AE Wealth Management LLC
N/A—183,643-183,643-100%$21.6M———
Hantz Financial Services, Inc.
N/A—181,640-181,640-100%$21.3M———
Napier Financial, LLC
N/A—173,124-173,124-100%$20.3M———
Haverford Trust Co
N/A—165,380-165,380-100%$19.4M———
Susquehanna International Group, LLP
N/A—158,986-158,986-100%$18.7M———
NewEdge Advisors, LLC
N/A—158,124-158,124-100%$18.6M———
1832 Asset Management L.P.
N/A—154,848-154,848-100%$18.2M———
Canal Capital Management, LLC
N/A—151,453-151,453-100%$17.8M———
Bank of Montreal
N/A—144,267-144,267-100%$16.9M———
Vectors Research Management, LLC
N/A—140,476-140,476-100%$16.5M———
MML Investors Services, LLC
N/A—135,764-135,764-100%$15.9M———
Rockefeller Capital Management L.P.
N/A—134,277-134,277-100%$15.8M———
Cascade Financial Partners, LLC
N/A—133,496-133,496-100%$15.7M———
HighTower Advisors, LLC
N/A—129,160-129,160-100%$15.2M———
Gould Capital, LLC
N/A—128,837-128,837-100%$15.1M———
Baird Financial Group, Inc.
N/A—126,584-126,584-100%$14.9M———
&partners
N/A—122,794-122,794-100%$14.4M———
Johnson Financial Group, Inc.
N/A—118,951-118,951-100%$14.0M———
RWA Wealth Partners, LLC
N/A—111,464-111,464-100%$13.1M———
M&T Bank Corp
N/A—109,628-109,628-100%$12.9M———
Coldstream Capital Management Inc
N/A—105,612-105,612-100%$12.4M———
Private Advisor Group, LLC
N/A—103,589-103,589-100%$12.2M———
Focus Partners Advisor Solutions, LLC
N/A—102,190-102,190-100%$12.0M———
TPG Financial Advisors, LLC
N/A—100,695-100,695-100%$11.8M———
Westview Management dba Westview Investment Advisors
N/A—99,971-99,971-100%$11.7M———
Austin Wealth Management, LLC
N/A—99,892-99,892-100%$11.7M———
Hilton Capital Management, LLC
N/A—98,765-98,765-100%$11.6M———
Leavell Investment Management, Inc.
N/A—96,789-96,789-100%$11.4M———
United Capital Financial Advisors, LLC
N/A—96,314-96,314-100%$11.3M———
Integrated Wealth Concepts LLC
N/A—93,839-93,839-100%$11.0M———
Northern Trust Corp
N/A—87,298-87,298-100%$10.3M———
Criteria Caixa, S.A.U.
N/A—82,000-82,000-100%$11.8M———
Pinnacle Financial Partners, Inc.
N/A—80,388-80,388-100%$9.4M———
Becker Capital Management Inc
N/A—75,523-75,523-100%$8.9M———
Renaissance Technologies LLC
N/A—75,500-75,500-100%$8.9M———
Wrapmanager Inc
N/A—75,233-75,233-100%$8.8M———
Keel Point, LLC
N/A—70,762-70,762-100%$8.3M———
Summitpoint Capital Management
N/A—67,929-67,929-100%$8.0M———
Sanctuary Advisors, LLC
N/A—66,441-66,441-100%$7.8M———
Steward Partners Investment Advisory, LLC
N/A—63,976-63,976-100%$7.5M———
Coastal Bridge Advisors, LLC
N/A—63,668-63,668-100%$7.5M———
Global Retirement Partners, LLC
N/A—63,435-63,435-100%$7.5M———
Hilltop Holdings Inc.
N/A—62,939-62,939-100%$7.4M———
JPL Wealth Management, LLC
N/A—61,566-61,566-100%$7.2M———
Philadelphia Investment Partners, LLC
N/A—61,405-61,405-100%$7.2M———
Partners Capital Investment Group, LLP
N/A—60,622-60,622-100%$7.1M———
Rehmann Capital Advisory Group
N/A—59,748-59,748-100%$7.0M———
Checchi Capital Advisers, LLC
N/A—59,698-59,698-100%$7.0M———
Benjamin Edwards Inc
N/A—53,583-53,583-100%$6.3M———
Transcend Capital Advisors, LLC
N/A—50,001-50,001-100%$5.9M———
Bulltick Wealth Management, LLC
N/A—47,547-47,547-100%$5.6M———
TRU Independence Asset Management 2, LLC
N/A—46,974-46,974-100%$5.5M———
CFO4Life Group, LLC
N/A—46,421-46,421-100%$5.5M———
Great Valley Advisor Group, Inc.
N/A—46,167-46,167-100%$5.4M———
1 North Wealth Services LLC
N/A—45,734-45,734-100%$5.4M———
Veridan Wealth LLC
N/A—44,643-44,643-100%$5.2M———
Larch Capital Partners LLC
N/A—44,523-44,523-100%$5.2M———
Sumitomo Mitsui Financial Group, Inc.
N/A—44,164-44,164-100%$5.2M———
Natixis Advisors, LLC
N/A—44,088-44,088-100%$5.2M———
Storen Legacy Partners, LLC
N/A—43,131-43,131-100%$5.1M———
Gotham Asset Management, LLC
N/A—39,564-39,564-100%$4.6M———
Latko Wealth Management, Ltd.
N/A—39,046-39,046-100%$4.6M———
Cascades Capital Asset Management, LLC
N/A—38,812-38,812-100%$4.6M———
Clearstead Advisors, LLC
N/A—38,602-38,602-100%$4.5M———
Advisory Services Network, LLC
N/A—37,899-37,899-100%$4.5M———
Migdal Insurance & Financial Holdings Ltd.
N/A—36,351-36,351-100%$4.3M———
IF Advisors, LLC
N/A—35,882-35,882-100%$4.2M———
Stratos Wealth Advisors, LLC
N/A—35,218-35,218-100%$4.1M———
Madison Asset Management, LLC
N/A—34,571-34,571-100%$4.1M———
CreativeOne Wealth, LLC
N/A—34,459-34,459-100%$4.0M———
Private Advisory Group LLC
N/A—34,026-34,026-100%$4.0M———
Mount Lucas Management LP
N/A—34,011-34,011-100%$4.0M———
Twin Focus Capital Partners, LLC
N/A—33,080-33,080-100%$3.9M———
EFG International AG
N/A—31,334-31,334-100%$3.7M———
Gateway Wealth Partners, LLC
N/A—30,998-30,998-100%$3.6M———
Longview Financial Advisors LLC
N/A—30,459-30,459-100%$3.6M———
Tranquilli Financial Advisor LLC
N/A—30,408-30,408-100%$3.6M———
Goldman Sachs Group Inc
N/A—30,170-30,170-100%$3.5M———
WCG Wealth Advisors LLC
N/A—28,709-28,709-100%$3.4M———
National Bank of Canada
N/A—28,574-28,574-100%$3.4M———
IHT Wealth Management, LLC
N/A—28,383-28,383-100%$3.3M———
Warner Financial, Inc
N/A—28,092-28,092-100%$3.3M———
Harbour Investments, Inc.
N/A—28,041-28,041-100%$3.3M———
Savvy Advisors, Inc.
N/A—27,965-27,965-100%$3.3M———
Crabel Capital Management, LLC
N/A—26,797-26,797-100%$3.1M———
Fortune Financial Advisors, LLC
N/A—26,577-26,577-100%$3.1M———
Alongside, LLC
N/A—26,529-26,529-100%$3.1M———
49 Wealth Management, LLC
N/A—26,529-26,529-100%$3.1M———
Mercer Global Advisors Inc
N/A—25,898-25,898-100%$3.0M———
BNP Paribas
N/A—25,420-25,420-100%$3.0M———
Arete Wealth Advisors, LLC
N/A—25,282-25,282-100%$3.0M———
Cary Street Partners Investment Advisory LLC
N/A—25,200-25,200-100%$3.0M———
GeoWealth Management, LLC
N/A—25,200-25,200-100%$3.0M———
Mmbg Investment Advisors Co.
N/A—24,690-24,690-100%$2.9M———
Wealthfront Advisers LLC
N/A—24,455-24,455-100%$2.9M———
Tidal Investments LLC
N/A—24,336-24,336-100%$2.9M———
Sequent Planning LLC
N/A—23,358-23,358-100%$2.7M———
Trajan Wealth LLC
N/A—23,054-23,054-100%$2.7M———
World Investment Advisors
N/A—20,953-20,953-100%$2.5M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—20,588-20,588-100%$2.4M———
HighPoint Advisor Group LLC
N/A—20,218-20,218-100%$2.4M———
Fiduciary Financial Advisors
N/A—19,977-19,977-100%$2.3M———
Equitable Holdings, Inc.
N/A—19,900-19,900-100%$2.3M———
Money Concepts Capital Corp
N/A—19,745-19,745-100%$2.3M———
Markin Asset Management, LP
N/A—19,531-19,531-100%$2.3M———
Maridea Wealth Management LLC
N/A—19,399-19,399-100%$2.3M———
Strategic Investment Advisors / MI
N/A—19,120-19,120-100%$2.2M———
Envestnet Portfolio Solutions, Inc.
N/A—18,930-18,930-100%$2.2M———
Cresset Asset Management, LLC
N/A—18,462-18,462-100%$2.2M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—18,379-18,379-100%$2.2M———
Merit Financial Group, LLC
N/A—18,226-18,226-100%$2.1M———
Stephens Inc
N/A—18,192-18,192-100%$2.1M———
Federation des caisses Desjardins du Quebec
N/A—18,168-18,168-100%$2.1M———
PW Advisors, LLC \ FL
N/A—17,556-17,556-100%$2.1M———
Edgestream Partners, L.P.
N/A—16,502-16,502-100%$1.9M———
Proffitt & Goodson Inc
N/A—16,028-16,028-100%$1.9M———
Stratos Wealth Partners, Ltd.
N/A—15,967-15,967-100%$1.9M———
Cary Street Partners Financial LLC
N/A—15,793-15,793-100%$1.9M———
Level Four Advisory Services, LLC
N/A—15,612-15,612-100%$1.8M———
Aptus Capital Advisors, LLC
N/A—15,092-15,092-100%$1.8M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—14,986-14,986-100%$1.8M———
Jane Street Group, LLC
N/A—14,752-14,752-100%$1.7M———
Two Sigma Securities, LLC
N/A—14,577-14,577-100%$1.7M———
Betterment LLC
N/A—14,398-14,398-100%$1.7M———
Entelevest, LLC
N/A—13,910-13,910-100%$1.6M———
Bank Hapoalim BM
N/A—13,858-13,858-100%$1.6M———
Ogorek Anthony Joseph
N/A—13,434-13,434-100%$1.6M———
Allworth Financial LP
N/A—13,219-13,219-100%$1.6M———
Commerce Bank
N/A—13,100-13,100-100%$1.5M———
Generation Capital Management LLC
N/A—12,916-12,916-100%$1.5M———
SummitTX Capital, L.P.
N/A—12,751-12,751-100%$1.5M———
Nicolet Bankshares Inc
N/A—12,423-12,423-100%$1.5M———
Fisher Asset Management, LLC
N/A—12,028-12,028-100%$1.4M———
Nwam LLC
N/A—11,716-11,716-100%$1.4M———
WNY Asset Management, LLC
N/A—11,682-11,682-100%$1.4M———
First National Bank of Omaha
N/A—11,610-11,610-100%$1.4M———
Summit Financial, LLC
N/A—11,213-11,213-100%$1.3M———
Western Wealth Management, LLC
N/A—11,004-11,004-100%$1.3M———
West Michigan Advisors, LLC
N/A—10,217-10,217-100%$1.2M———
HBE Wealth Management, LLC
N/A—10,027-10,027-100%$1.2M———
FLP Wealth Management, LLC
N/A—9,758-9,758-100%$1.1M———
Stelac Advisory Services LLC
N/A—9,347-9,347-100%$1.1M———
Pacific Financial Group Inc
N/A—8,944-8,944-100%$1.1M———
AlTi Global, Inc.
N/A—8,788-8,788-100%$1.0M———
Kingsview Wealth Management, LLC
N/A—8,723-8,723-100%$1.0M———
BFC Planning, Inc.
N/A—8,712-8,712-100%$1.0M———
Ameritas Advisory Services, LLC
N/A—8,630-8,630-100%$1.0M———
Stonehage Fleming Financial Services Holdings Ltd
N/A—8,502-8,502-100%$998.6K———
Timber Creek Capital Management LLC
N/A—8,248-8,248-100%$968.8K———
Composition Wealth, LLC
N/A—8,143-8,143-100%$956.4K———
Strathmore Capital Advisors, Inc.
N/A—8,078-8,078-100%$941.5K———
Lazard Asset Management LLC
N/A—8,028-8,028-100%$942.9K———
Camarda Financial Advisors, LLC
N/A—7,993-7,993-100%$938.7K———
Jaffetilchin Investment Partners, LLC
N/A—7,823-7,823-100%$918.8K———
Hudson Portfolio Management LLC
N/A—7,781-7,781-100%$913.9K———
Whittier Trust Co
N/A—7,700-7,700-100%$902.4K———
Peak Asset Management, LLC
N/A—7,659-7,659-100%$899.6K———
BSW Wealth Partners
N/A—7,620-7,620-100%$895.0K———
Blair William & Co
N/A—7,468-7,468-100%$877.1K———
Alaska Permanent Capital Management, LLC
N/A—7,328-7,328-100%$860.6K———
F/m Investments LLC
N/A—7,222-7,222-100%$848.2K———
Summit Wealth Partners, LLC
N/A—7,196-7,196-100%$845.2K———
Insigneo Advisory Services, LLC
N/A—6,995-6,995-100%$821.6K———
Vestmark Advisory Solutions, Inc.
N/A—6,806-6,806-100%$799.4K———
Valmark Advisers, Inc.
N/A—6,595-6,595-100%$774.6K———
Monograph Wealth Advisors, LLC
N/A—6,264-6,264-100%$735.7K———
Cerity Partners Retirement Plan Advisors LLC
N/A—6,150-6,150-100%$722.3K———
MorganRosel Wealth Management, LLC
N/A—5,863-5,863-100%$688.6K———
Principal Securities, Inc.
N/A—5,856-5,856-100%$687.8K———
Gambit Capital Management, LLC
N/A—5,682-5,682-100%$667.4K———
Argent Advisors, Inc.
N/A—5,600-5,600-100%$657.8K———
Kovack Advisors, Inc.
N/A—5,568-5,568-100%$653.0K———
Waterloo Capital, L.P.
N/A—5,474-5,474-100%$642.9K———
Retirement Income Solutions, Inc
N/A—5,071-5,071-100%$601.4K———
Thompson David Blair
N/A—5,042-5,042-100%$592.2K———
Sequoia Financial Advisors, LLC
N/A—5,020-5,020-100%$589.6K———
Bedel Financial Consulting, Inc.
N/A—4,843-4,843-100%$568.8K———
Sfmg, LLC
N/A—4,835-4,835-100%$567.9K———
CVA Family Office, LLC
N/A—4,711-4,711-100%$553.4K———
Freestone Capital Holdings, LLC
N/A—4,698-4,698-100%$551.8K———
Potomac Fund Management Inc
N/A—4,659-4,659-100%$547.2K———
GTS Securities LLC
N/A—4,458-4,458-100%$523.6K———
Crewe Advisors LLC
N/A—4,319-4,319-100%$507.3K———
Deutsche Bank Ag\
N/A—4,295-4,295-100%$504.4K———
Faithward Advisors, LLC
N/A—4,292-4,292-100%$504.0K———
Savant Capital, LLC
N/A—4,114-4,114-100%$483.2K———
EP Wealth Advisors, LLC
N/A—4,006-4,006-100%$470.5K———
PFG Investments, LLC
N/A—3,920-3,920-100%$460.4K———
Oxbow Advisors, LLC
N/A—3,908-3,908-100%$459.0K———
Wealthspire Advisors, LLC
N/A—3,813-3,813-100%$447.8K———
Element Wealth, LLC
N/A—3,726-3,726-100%$437.6K———
Carl P. Sherr & Co., LLC
N/A—3,706-3,706-100%$435.3K———
Dana Investment Advisors, Inc.
N/A—3,701-3,701-100%$434.7K———
Nuveen, LLC
N/A—3,700-3,700-100%$434.5K———
Ausdal Financial Partners, Inc.
N/A—3,676-3,676-100%$431.7K———
CIBC World Market Inc.
N/A—3,674-3,674-100%$431.5K———
Sierra Capital LLC
N/A—3,659-3,659-100%$429.8K———
Phoenix Financial Ltd.
N/A—3,649-3,649-100%$428.6K———
Zevin Asset Management LLC
N/A—3,642-3,642-100%$427.8K———
Ethos Financial Group, LLC
N/A—3,560-3,560-100%$415.0K———
JDM Financial Group LLC
N/A—3,552-3,552-100%$417.2K———
Voya Financial Advisors, Inc.
N/A—3,531-3,531-100%$415.9K———
Obsido Oy
N/A—3,517-3,517-100%$413.1K———
Belpointe Asset Management LLC
N/A—3,500-3,500-100%$411.1K———
HSBC Holdings PLC
N/A—3,476-3,476-100%$408.3K———
Maxele Advisors, LLC
N/A—3,427-3,427-100%$402.5K———
Goldstone Financial Group, LLC
N/A—3,326-3,326-100%$390.6K———
Fortis Group Advisors, LLC
N/A—3,274-3,274-100%$384.5K———
Allie Family Office LLC
N/A—3,199-3,199-100%$375.7K———
Arkadios Wealth Advisors
N/A—3,179-3,179-100%$373.4K———
Redwood Investment Management, LLC
N/A—3,084-3,084-100%$362.0K———
Genesis Wealth Advisors, LLC
N/A—3,078-3,078-100%$361.5K———
D L Carlson Investment Group Inc
N/A—3,058-3,058-100%$359.2K———
JMG Financial Group, Ltd.
N/A—2,995-2,995-100%$351.8K———
Blalock Williams, LLC
N/A—2,971-2,971-100%$348.9K———
Members Trust Co
N/A—2,963-2,963-100%$348.0K———
Blue Edge Capital, LLC
N/A—2,921-2,921-100%$343.1K———
Mittelman Wealth Management
N/A—2,859-2,859-100%$339.3K———
Legacy Capital Group California, Inc.
N/A—2,859-2,859-100%$335.7K———
Mosaic Financial Group, LLC
N/A—2,790-2,790-100%$328.0K———
Petra Financial Advisors Inc
N/A—2,770-2,770-100%$325.4K———
IMA Advisory Services, Inc.
N/A—2,740-2,740-100%$321.8K———
Vista Capital Partners, Inc.
N/A—2,666-2,666-100%$313.1K———
Range Advisory, LLC
N/A—2,660-2,660-100%$312.5K———
Fiducient Advisors LLC
N/A—2,626-2,626-100%$308.4K———
DV Trading LLC
N/A—2,500-2,500-100%$293.6K———
SkyView Investment Advisors, LLC
N/A—2,500-2,500-100%$294.0K———
Brightwater Advisory LLC
N/A—2,494-2,494-100%$292.9K———
IEQ Capital, LLC
N/A—2,467-2,467-100%$289.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,462-2,462-100%$289.1K———
Beacon Pointe Advisors, LLC
N/A—2,403-2,403-100%$282.2K———
Wealthquest Corp
N/A—2,390-2,390-100%$280.7K———
Turim 21 Investimentos Ltda.
N/A—2,335-2,335-100%$273.4K———
Rothschild Wealth LLC
N/A—2,315-2,315-100%$271.9K———
CIBC Bancorp USA Inc.
N/A—2,310-2,310-100%$271.3K———
Capital Analysts, LLC
N/A—2,221-2,221-100%$261.0K———
Everstar Asset Management, LLC
N/A—2,211-2,211-100%$259.7K———
NorthRock Partners, LLC
N/A—2,186-2,186-100%$256.8K———
SouthState Bank Corp
N/A—2,175-2,175-100%$255.5K———
Rathbones Group PLC
N/A—2,161-2,161-100%$253.8K———
SSA Swiss Advisors AG
N/A—2,154-2,154-100%$253.0K———
Centaurus Financial, Inc.
N/A—2,088-2,088-100%$245.0K———
Pasadena Private Wealth, LLC
N/A—2,047-2,047-100%$240.4K———
Tobias Financial Advisors, Inc.
N/A—2,037-2,037-100%$239.2K———
Kastel Capital Advisors, LLC
N/A—1,997-1,997-100%$236.9K———
King Wealth Management Group
N/A—1,978-1,978-100%$232.0K———
Dopkins Wealth Management, LLC
N/A—1,943-1,943-100%$228.2K———
Caldwell Sutter Capital, Inc.
N/A—1,931-1,931-100%$226.8K———
Geneos Wealth Management Inc.
N/A—1,909-1,909-100%$224.2K———
Stock Yards Bank & Trust Co
N/A—1,812-1,812-100%$212.8K———
Ellenbecker Investment Group
N/A—1,769-1,769-100%$207.8K———
Evercore Wealth Management, LLC
N/A—1,760-1,760-100%$206.7K———
Quotient Wealth Partners, LLC
N/A—1,731-1,731-100%$203.3K———
Pathstone Holdings, LLC
N/A—1,724-1,724-100%$202.5K———
Banque Cantonale Vaudoise
N/A—1,718-1,718-100%$202.0K———
Dakota Wealth Management
N/A—1,716-1,716-100%$201.5K———
Logan Capital Management Inc
N/A—1,704-1,704-100%$200.1K———
Darwin Wealth Management, LLC
N/A—1,599-1,599-100%$187.9K———
CNB Bank
N/A—1,113-1,113-100%$130.7K———
IFG Advisory, LLC
N/A—1,078-1,078-100%$126.6K———
Continuum Advisory, LLC
N/A—1,045-1,045-100%$122.7K———
Bartlett & Co. Wealth Management LLC
N/A—988-988-100%$116.0K———
Ancora Advisors LLCA
N/A—888-888-100%$104.3K———
Smartleaf Asset Management LLC
N/A—816-816-100%$96.1K———
ST Germain D J Co Inc
N/A—808-808-100%$94.9K———
Whittier Trust Co of Nevada Inc
N/A—786-786-100%$91.8K———
Keating Financial Advisory Services, Inc.
N/A—779-779-100%$91.5K———
Brown Brothers Harriman & Co
N/A—757-757-100%$88.9K———
Kiker Wealth Management, LLC
N/A—748-748-100%$87.9K———
Boreal Capital Management LLC
N/A—744-744-100%$87.4K———
Cardiff Park Advisors, LLC
N/A—712-712-100%$83.6K———
Arax Advisory Partners
N/A—604-604-100%$70.9K———
Webster Bank, N. A.
N/A—587-587-100%$68.9K———
Wellington-Altus USA Inc.
N/A—525-525-100%$62.3K———
SHP Wealth Management
N/A—491-491-100%$57.7K———
Glen Eagle Advisors, LLC
N/A—455-455-100%$53.4K———
Tiaa Wealth Investment Management LLC
N/A—404-404-100%$47.6K———
Tower Research Capital LLC (TRC)
N/A—366-366-100%$43.0K———
WealthShield Partners, LLC
N/A—355-355-100%$41.7K———
Forum Finance Group S.A.
N/A—325-325-100%$31———
Ameritas Investment Partners, Inc.
N/A—317-317-100%$37.2K———
Fourth Dimension Wealth, LLC
N/A—303-303-100%$35.6K———
Bravera Wealth
N/A—302-302-100%$35.5K———
Crews Bank & Trust
N/A—290-290-100%$34.1K———
Atlantic Union Bankshares Corp
N/A—260-260-100%$30.5K———
Howe & Rusling Inc
N/A—251-251-100%$29.5K———
Vanguard Advisers Inc
N/A—250-250-100%$29.3K———
UBS Asset Management Americas LLC
N/A—226-226-100%$26.5K———
Bogart Wealth, LLC
N/A—225-225-100%$26.4K———
Caitlin John, LLC
N/A—179-179-100%$21.0K———
Dogwood Wealth Management LLC
N/A—173-173-100%$20.3K———
LRI Investments, LLC
N/A—171-171-100%$20.1K———
WealthCollab, LLC
N/A—162-162-100%$19.0K———
Coston, McIsaac & Partners
N/A—153-153-100%$17———
Dunhill Financial, LLC
N/A—136-136-100%$16.0K———
Walsh & Associates, LLC
N/A—135-135-100%$15.9K———
Copia Wealth Management
N/A—133-133-100%$15.6K———
Park Place Capital Corp
N/A—125-125-100%$14.7K———
Lavaca Capital LLC
N/A—114-114-100%$13.4K———
Rothschild Investment LLC
N/A—92-92-100%$10.9K———
Medallion Wealth Advisors, LLC
N/A—88-88-100%$10.3K———
Institute for Wealth Management, Llc.
N/A—79-79-100%$9.3K———
Allied Private Wealth LLC
N/A—68-68-100%$7.9K———
Founders Financial Alliance, LLC
N/A—65-65-100%$7.7K———
Horizon Investments, LLC
N/A—60-60-100%$7.0K———
Synergy Investment Management, LLC
N/A—56-56-100%$6.6K———
Vanguard National Trust Co
N/A—55-55-100%$6.5K———
Prosperity Bancshares Inc
N/A—35-35-100%$4.1K———
Capital Advisor Network LLC
N/A—31-31-100%$3.6K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—15-15-100%$1.8K———
Smithfield Trust Co
N/A—14-14-100%$2———
Imprint Wealth LLC
N/A—9-9-100%$1.1K———
Integrity Financial Corp
N/A—8-8-100%$940———
Mcguire Capital Advisors Inc
N/A—8-8-100%$940———
Vision Retirement, LLC
N/A—7-7-100%$822———
Clearstead Trust, LLC
N/A—2-2-100%$235———
Russell Investments Group, Ltd.
N/A—00—$1———
Showing 884 of 884 institutions