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Ishares Preferred & Income S (PFF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares7,859,901 from 7,663,895
Change+196,006 (+3%)
Value$231.9M (-$1.8M)
Filed 2026-11-06
First Interstate Bank
INCREASED
Shares3,096,662 from 3,052,764
Change+43,898 (+1%)
Value$91.4M (-$1.7M)
Filed 2026-10-23
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares2,056,012 from 2,053,250
Change+2,762 (+0%)
Value$60.7M (-$2.0M)
Filed 2026-10-14
Truist Financial Corp
DECREASED
Shares1,551,866 from 1,600,665
Change-48,799 (-3%)
Value$45.8M (-$3.0M)
Filed 2026-10-30
Fifth Third Bancorp
DECREASED
Shares1,444,036 from 1,500,970
Change-56,934 (-4%)
Value$42.6M (-$3.2M)
Filed 2026-11-05
US Bancorp \de\
DECREASED
Shares1,401,783 from 1,494,948
Change-93,165 (-6%)
Value$41.4M (-$4.2M)
Filed 2026-11-05
One Way Holdings LLC
INCREASED
Shares1,315,304 from 1,185,745
Change+129,559 (+11%)
Value$38.8M (+$2.6M)
Filed 2026-10-29
Commonwealth Equity Services, LLC
INCREASED
Shares1,189,314 from 1,165,342
Change+23,972 (+2%)
Value$35.1M (-$446.5K)
Filed 2026-11-02
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares885,715 from 895,614
Change-9,899 (-1%)
Value$26.1M (-$1.2M)
Filed 2026-10-13
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares849,891 from 874,523
Change-24,632 (-3%)
Value$23.7M (-$1.8M)
Filed 2026-10-13
Deutsche Bank Ag\
INCREASED
Shares802,941 from 584,595
Change+218,346 (+37%)
Value$23.7M (+$5.9M)
Filed 2026-11-06
Citigroup Inc
INCREASED
Shares708,520 from 683,088
Change+25,432 (+4%)
Value$20.9M (+$74.0K)
Filed 2026-11-04
Greenleaf Trust
DECREASED
Shares684,406 from 1,319,393
Change-634,987 (-48%)
Value$20.2M (-$20.0M)
Filed 2026-10-29
SeaBridge Investment Advisors LLC
INCREASED
Shares675,847 from 654,287
Change+21,560 (+3%)
Value$19.9M (-$11.7K)
Filed 2026-11-02
Northside Capital Management, LLC
INCREASED
Shares670,321 from 620,223
Change+50,098 (+8%)
Value$19.8M (+$863.9K)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares659,489 from 596,777
Change+62,712 (+11%)
Value$19.5M (+$1.3M)
Filed 2026-11-02
Independence Financial Advisors, LLC
INCREASED
Shares592,489 from 543,016
Change+49,473 (+9%)
Value$17.5M (+$921.9K)
Filed 2026-10-08
Markowski Investments
INCREASED
Shares552,068 from 549,635
Change+2,433 (+0%)
Value$16.3M (-$472.4K)
Filed 2026-10-30
Collective Family Office LLC
INCREASED
Shares543,732 from 347,077
Change+196,655 (+57%)
Value$16.0M (+$5.5M)
Filed 2026-10-05
Keybank National Association
DECREASED
Shares538,549 from 585,208
Change-46,659 (-8%)
Value$15.9M (-$2.0M)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares528,543 from 611,534
Change-82,991 (-14%)
Value$15.6K (-$18.6M)
Filed 2026-11-02
Welch & Forbes LLC
DECREASED
Shares501,259 from 521,867
Change-20,608 (-4%)
Value$14.8M (-$1.1M)
Filed 2026-11-04
Park Avenue Securities LLC
INCREASED
Shares474,816 from 438,413
Change+36,403 (+8%)
Value$14.0K (-$13.4M)
Filed 2026-10-26
Ballast, Inc.
DECREASED
Shares437,716 from 450,713
Change-12,997 (-3%)
Value$12.9M (-$829.6K)
Filed 2026-10-20
Robertson Stephens Wealth Management, LLC
INCREASED
Shares430,524 from 420,468
Change+10,056 (+2%)
Value$12.7M (-$119.6K)
Filed 2026-10-16
Stablepoint Partners, LLC
INCREASED
Shares393,406 from 346,842
Change+46,564 (+13%)
Value$11.6M (+$1.0M)
Filed 2026-11-03
Conning Inc.
UNCHANGED
Shares390,500 from 390,500
Change0 (0%)
Value$11.5M (-$386.6K)
Filed 2026-10-27
SBI Securities Co., Ltd.
DECREASED
Shares372,643 from 384,915
Change-12,272 (-3%)
Value$11.0M (-$743.1K)
Filed 2026-10-22
Tanager Wealth Management LLP
INCREASED
Shares364,733 from 297,175
Change+67,558 (+23%)
Value$10.8M (+$1.7M)
Filed 2026-10-19
Mountain Hill Investment Partners Corp.
UNCHANGED
Shares336,638 from 336,638
Change0 (0%)
Value$9.9M (-$333.3K)
Filed 2026-10-23
Savant Capital, LLC
INCREASED
Shares335,496 from 169,592
Change+165,904 (+98%)
Value$9.9M (+$4.7M)
Filed 2026-11-06
Cordoba Advisory Partners LLC
DECREASED
Shares308,159 from 509,545
Change-201,386 (-40%)
Value$9.1M (-$6.4M)
Filed 2026-10-19
Prospera Financial Services Inc
INCREASED
Shares307,881 from 300,766
Change+7,115 (+2%)
Value$8.8M (-$405.1K)
Filed 2026-11-04
Angeles Wealth Management, LLC
INCREASED
Shares299,021 from 284,867
Change+14,154 (+5%)
Value$8.8M (+$135.5K)
Filed 2026-10-26
D.A. Davidson & Co.
INCREASED
Shares284,711 from 226,934
Change+57,777 (+25%)
Value$8.4M (+$1.5M)
Filed 2026-10-28
AMG National Trust Bank
DECREASED
Shares270,048 from 289,548
Change-19,500 (-7%)
Value$8.0M (-$861.9K)
Filed 2026-11-05
Florida Trust Wealth Management Co
DECREASED
Shares269,294 from 319,156
Change-49,862 (-16%)
Value$7.9M (-$1.8M)
Filed 2026-11-05
Lido Advisors, LLC
INCREASED
Shares268,380 from 237,237
Change+31,143 (+13%)
Value$7.9M (+$683.9K)
Filed 2026-11-04
Mesirow Financial Investment Management, Inc.
INCREASED
Shares250,891 from 249,354
Change+1,537 (+1%)
Value$7.4M (-$201.5K)
Filed 2026-11-05
Oppenheimer & Co Inc
INCREASED
Shares249,546 from 157,305
Change+92,241 (+59%)
Value$7.4M (+$2.6M)
Filed 2026-10-26
Arch Global Advisors, LLC
INCREASED
Shares232,376 from 210,950
Change+21,426 (+10%)
Value$6.9M (+$423.2K)
Filed 2026-10-23
Paulson Wealth Management Inc.
INCREASED
Shares222,485 from 196,400
Change+26,085 (+13%)
Value$6.6M (+$575.1K)
Filed 2026-11-02
Davenport & Co LLC
INCREASED
Shares209,550 from 209,275
Change+275 (+0%)
Value$6.2M (-$199.1K)
Filed 2026-10-14
Blue Fin Capital, Inc.
INCREASED
Shares206,012 from 197,393
Change+8,619 (+4%)
Value$6.1M (+$58.9K)
Filed 2026-10-28
Fortress Financial Solutions, LLC
NEW
Shares204,768
Change+204,768
Value$6.0M
Filed 2026-10-14
Brindle & Bay Financial Advisors, LLC
INCREASED
Shares200,545 from 146,044
Change+54,501 (+37%)
Value$5.9M (+$1.5M)
Filed 2026-10-15
Investors Research Corp
INCREASED
Shares199,788 from 185,703
Change+14,085 (+8%)
Value$5.9M (+$231.7K)
Filed 2026-10-07
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares199,558 from 205,596
Change-6,038 (-3%)
Value$5.9M (-$381.7K)
Filed 2026-10-05
Kentucky Trust Co
INCREASED
Shares195,477 from 191,794
Change+3,683 (+2%)
Value$5.8M (-$81.2K)
Filed 2026-10-15
Assetmark, Inc
DECREASED
Shares188,303 from 190,736
Change-2,433 (-1%)
Value$5.6M (-$260.6K)
Filed 2026-10-21
Brookstone Capital Management
DECREASED
Shares184,816 from 187,783
Change-2,967 (-2%)
Value$5.5M (-$273.4K)
Filed 2026-10-22
Thrivent Financial for Lutherans
INCREASED
Shares182,549 from 85,679
Change+96,870 (+113%)
Value$5.4M (+$2.8M)
Filed 2026-11-05
Fragasso Financial Advisors Inc
INCREASED
Shares176,922 from 70,135
Change+106,787 (+152%)
Value$5.2M (+$3.1M)
Filed 2026-10-13
Capital Square, LLC
DECREASED
Shares175,433 from 190,836
Change-15,403 (-8%)
Value$5.2M (-$652.9K)
Filed 2026-10-19
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares174,771 from 198,109
Change-23,338 (-12%)
Value$5.2M (-$884.6K)
Filed 2026-10-29
Farrow Financial, Inc.
INCREASED
Shares172,682 from 171,879
Change+803 (+0%)
Value$5.1M (-$146.5K)
Filed 2026-10-30
Eagle Harbor Asset Management Inc
INCREASED
Shares170,731 from 155,397
Change+15,334 (+10%)
Value$5.0M (+$298.5K)
Filed 2026-10-21
Independent Financial Group, LLC
DECREASED
Shares166,253 from 186,644
Change-20,391 (-11%)
Value$4.9M (-$786.3K)
Filed 2026-10-13
International City Management Association Retirement Corp
NEW
Shares163,509
Change+163,509
Value$4.8M
Filed 2026-10-26
Insight Wealth Strategies, LLC
INCREASED
Shares158,936 from 154,475
Change+4,461 (+3%)
Value$4.7M (-$18.2K)
Filed 2026-10-09
BOS Asset Management, LLC
DECREASED
Shares158,564 from 166,763
Change-8,199 (-5%)
Value$4.7M (-$406.9K)
Filed 2026-10-09
Concurrent Investment Advisors, LLC
INCREASED
Shares158,170 from 108,778
Change+49,392 (+45%)
Value$4.7M (+$1.3M)
Filed 2026-10-16
Compass Financial Management LLC
INCREASED
Shares149,071 from 142,205
Change+6,866 (+5%)
Value$4.4M (+$46.5K)
Filed 2026-10-30
Creative Planning
DECREASED
Shares147,849 from 173,537
Change-25,688 (-15%)
Value$4.4M (-$929.6K)
Filed 2026-11-02
Carnegie Investment Counsel
NEW
Shares144,140
Change+144,140
Value$4.3M
Filed 2026-10-20
Charles Schwab Trust Co
INCREASED
Shares140,406 from 57,399
Change+83,007 (+145%)
Value$4.1M (+$2.4M)
Filed 2026-10-15
Bank of Stockton
INCREASED
Shares139,468 from 136,819
Change+2,649 (+2%)
Value$4.1M (-$57.3K)
Filed 2026-10-20
Cypress Wealth Services, LLC
DECREASED
Shares138,051 from 140,409
Change-2,358 (-2%)
Value$4.1M (-$205.8K)
Filed 2026-10-21
XML Financial, LLC
INCREASED
Shares137,740 from 135,552
Change+2,188 (+2%)
Value$4.1M (-$69.6K)
Filed 2026-10-29
First Citizens Bank & Trust Co
DECREASED
Shares136,064 from 388,438
Change-252,374 (-65%)
Value$4.0M (-$7.8M)
Filed 2026-10-14
Wealth Advisory Solutions, LLC
INCREASED
Shares134,375 from 134,120
Change+255 (+0%)
Value$4.0M (-$125.3K)
Filed 2026-10-20
Old National Bancorp
INCREASED
Shares133,192 from 121,657
Change+11,535 (+9%)
Value$3.9M (+$219.8K)
Filed 2026-10-20
Falcon Wealth Planning
INCREASED
Shares132,200 from 90,684
Change+41,516 (+46%)
Value$3.9M (+$1.1M)
Filed 2026-11-06
Financial Advisory Partners, LLC
DECREASED
Shares130,897 from 143,749
Change-12,852 (-9%)
Value$3.9M (-$521.4K)
Filed 2026-10-23
Perennial Advisors, LLC
DECREASED
Shares130,450 from 135,297
Change-4,847 (-4%)
Value$3.8M (-$276.9K)
Filed 2026-10-13
Integrated Advisors Network LLC
INCREASED
Shares127,520 from 125,012
Change+2,508 (+2%)
Value$3.8M (-$49.8K)
Filed 2026-10-20
Apella Capital, LLC
DECREASED
Shares127,164 from 138,534
Change-11,370 (-8%)
Value$3.7M (-$491.9K)
Filed 2026-10-08
Freedom Day Solutions, LLC
DECREASED
Shares126,842 from 236,211
Change-109,369 (-46%)
Value$3.7M (-$3.5M)
Filed 2026-10-20
Aletheian Wealth Advisors LLC
INCREASED
Shares123,636 from 111,820
Change+11,816 (+11%)
Value$3.6M (+$237.9K)
Filed 2026-10-08
Kestra Private Wealth Services, LLC
DECREASED
Shares122,341 from 127,007
Change-4,666 (-4%)
Value$3.6M (-$263.4K)
Filed 2026-11-06
Community Bank, N.A.
INCREASED
Shares119,318 from 113,132
Change+6,186 (+5%)
Value$3.5M (+$71.6K)
Filed 2026-11-06
Curbstone Financial Management Corp
DECREASED
Shares113,863 from 115,863
Change-2,000 (-2%)
Value$3.4M (-$173.7K)
Filed 2026-10-21
RFG Advisory, LLC
DECREASED
Shares109,754 from 112,527
Change-2,773 (-2%)
Value$3.2M (-$193.2K)
Filed 2026-11-03
Ashton Thomas Private Wealth, LLC
INCREASED
Shares108,821 from 93,191
Change+15,630 (+17%)
Value$3.2M (+$368.9K)
Filed 2026-11-03
Shulman DeMeo Asset Management LLC
DECREASED
Shares108,314 from 110,608
Change-2,294 (-2%)
Value$3.2M (-$178.3K)
Filed 2026-10-09
Dynamic Advisor Solutions LLC
INCREASED
Shares106,092 from 93,368
Change+12,724 (+14%)
Value$3.1M (+$282.9K)
Filed 2026-10-13
Amicus Financial Advisors, LLC
DECREASED
Shares105,346 from 108,339
Change-2,993 (-3%)
Value$3.1M (-$195.5K)
Filed 2026-11-03
Meridian Wealth Management, LLC
INCREASED
Shares102,526 from 99,469
Change+3,057 (+3%)
Value$3.0M (-$8.3K)
Filed 2026-11-05
PNC Financial Services Group, Inc.
DECREASED
Shares101,831 from 121,464
Change-19,633 (-16%)
Value$3.0M (-$699.4K)
Filed 2026-11-06
Wedbush Securities Inc
DECREASED
Shares100,642 from 123,077
Change-22,435 (-18%)
Value$3.0K (-$3.8M)
Filed 2026-10-22
HUB Investment Partners, LLC
INCREASED
Shares99,930 from 98,183
Change+1,747 (+2%)
Value$2.9M (-$45.7K)
Filed 2026-11-03
Post Resch Tallon Group Inc.
INCREASED
Shares99,820 from 95,296
Change+4,524 (+5%)
Value$2.9M (+$39.1K)
Filed 2026-10-09
Sterling Investment Advisors, Ltd.
INCREASED
Shares99,160 from 97,573
Change+1,587 (+2%)
Value$2.9M (-$49.8K)
Filed 2026-10-27
Atria Investments, Inc
DECREASED
Shares98,514 from 119,435
Change-20,921 (-18%)
Value$2.9M (-$735.4K)
Filed 2026-10-15
Parallel Advisors, LLC
DECREASED
Shares97,744 from 104,356
Change-6,612 (-6%)
Value$2.9M (-$298.4K)
Filed 2026-11-03
Platform Technology Partners
DECREASED
Shares95,804 from 96,454
Change-650 (-1%)
Value$2.8M (-$114.7K)
Filed 2026-11-02
Liberty Capital Management, Inc.
DECREASED
Shares95,115 from 97,748
Change-2,633 (-3%)
Value$2.8M (-$174.4K)
Filed 2026-11-02
Mezzasalma Advisors, LLC
INCREASED
Shares93,785 from 12,195
Change+81,590 (+669%)
Value$2.8M (+$2.4M)
Filed 2026-10-14
Montis Financial, LLC
DECREASED
Shares93,514 from 99,836
Change-6,322 (-6%)
Value$2.8M (-$285.3K)
Filed 2026-11-04
Crown Oak Advisors, LLC
INCREASED
Shares92,032 from 91,678
Change+354 (+0%)
Value$2.7M (-$80.3K)
Filed 2026-10-16
Infinity Wealth Counsel, LLC
INCREASED
Shares91,439 from 89,779
Change+1,660 (+2%)
Value$2.7M (-$39.9K)
Filed 2026-10-15
Tctc Holdings, LLC
INCREASED
Shares90,847 from 88,647
Change+2,200 (+2%)
Value$2.7M (-$22.9K)
Filed 2026-11-02
Legacy Capital Wealth Partners, LLC
INCREASED
Shares90,719 from 85,513
Change+5,206 (+6%)
Value$2.7M (+$68.9K)
Filed 2026-10-21
Winthrop Capital Management, LLC
INCREASED
Shares89,734 from 86,643
Change+3,091 (+4%)
Value$2.6M (+$5.2K)
Filed 2026-11-05
Sharper & Granite LLC
DECREASED
Shares89,515 from 89,765
Change-250 (0%)
Value$2.7M (-$22.8K)
Filed 2026-11-02
Graetz Wealth LLC
INCREASED
Shares89,292 from 87,802
Change+1,490 (+2%)
Value$2.6M (-$43.0K)
Filed 2026-10-27
KMG Fiduciary Partners, LLC
INCREASED
Shares88,442 from 84,961
Change+3,481 (+4%)
Value$2.6M (+$18.6K)
Filed 2026-10-14
Allworth Financial LP
INCREASED
Shares87,313 from 86,243
Change+1,070 (+1%)
Value$2.7M (+$32.6K)
Filed 2026-11-06
Tran Capital Management, L.P.
DECREASED
Shares86,138 from 86,278
Change-140 (0%)
Value$2.5M (-$89.5K)
Filed 2026-10-19
RMR Capital Management, LLC
DECREASED
Shares85,928 from 87,427
Change-1,499 (-2%)
Value$2.5M (-$130.8K)
Filed 2026-10-23
Congress Asset Management Co
DECREASED
Shares85,671 from 87,923
Change-2,252 (-3%)
Value$2.5M (-$153.5K)
Filed 2026-10-06
Smith Shellnut Wilson LLC
DECREASED
Shares83,938 from 86,449
Change-2,511 (-3%)
Value$2.5M (-$159.7K)
Filed 2026-10-21
Farther Finance Advisors, LLC
INCREASED
Shares81,528 from 29,680
Change+51,848 (+175%)
Value$2.4M (+$1.5M)
Filed 2026-10-08
Peoples Bank
DECREASED
Shares80,230 from 80,747
Change-517 (-1%)
Value$2.4M (-$95.2K)
Filed 2026-10-09
Armstrong Advisory Group, Inc
INCREASED
Shares79,768 from 79,209
Change+559 (+1%)
Value$2.4M (-$61.9K)
Filed 2026-10-09
VestGen Advisors, LLC
INCREASED
Shares79,676 from 53,770
Change+25,906 (+48%)
Value$2.4M (+$711.0K)
Filed 2026-10-27
Roman Butler Fullerton & Co
DECREASED
Shares79,488 from 88,690
Change-9,202 (-10%)
Value$2.3M (-$399.3K)
Filed 2026-10-27
Courier Capital LLC
DECREASED
Shares76,970 from 77,894
Change-924 (-1%)
Value$2.3M (-$104.4K)
Filed 2026-10-19
NBT Bank, N.A.
DECREASED
Shares76,840 from 89,871
Change-13,031 (-14%)
Value$2.3M (-$473.4K)
Filed 2026-10-21
Atlantic Edge Private Wealth Management, LLC
DECREASED
Shares76,415 from 80,947
Change-4,532 (-6%)
Value$2.3M (-$213.8K)
Filed 2026-10-20
Nations Financial Group Inc,
DECREASED
Shares75,917 from 78,721
Change-2,804 (-4%)
Value$2.2M (-$160.6K)
Filed 2026-11-05
Verdence Capital Advisors LLC
NEW
Shares75,074
Change+75,074
Value$2.2M
Filed 2026-10-26
Focus Wealth Advisors, LLC
INCREASED
Shares73,899 from 72,989
Change+910 (+1%)
Value$2.2M (-$45.4K)
Filed 2026-10-14
Burke & Herbert Bank & Trust Co
INCREASED
Shares73,855 from 73,515
Change+340 (+0%)
Value$2.2M (-$62.8K)
Filed 2026-11-02
Dumont & Blake Investment Advisors LLC
DECREASED
Shares73,838 from 74,289
Change-451 (-1%)
Value$2.2M (-$86.9K)
Filed 2026-10-28
Duncker Streett & Co Inc
INCREASED
Shares72,467 from 70,136
Change+2,331 (+3%)
Value$2.1M (-$670)
Filed 2026-10-27
Whitener Capital Management, Inc.
INCREASED
Shares72,440 from 68,077
Change+4,363 (+6%)
Value$2.1M (+$61.3K)
Filed 2026-10-15
J.W. Cole Advisors, Inc.
INCREASED
Shares70,366 from 67,184
Change+3,182 (+5%)
Value$2.1M (+$27.3K)
Filed 2026-11-05
Wealthcare Advisory Partners LLC
INCREASED
Shares68,184 from 65,144
Change+3,040 (+5%)
Value$2.0M (+$25.2K)
Filed 2026-10-21
Brighton Jones LLC
INCREASED
Shares67,711 from 67,309
Change+402 (+1%)
Value$2.0M (-$54.8K)
Filed 2026-11-03
AlphaCore Capital LLC
INCREASED
Shares67,647 from 62,857
Change+4,790 (+8%)
Value$2.0M (+$79.1K)
Filed 2026-11-04
Capstone Wealth Management Group, Inc.
DECREASED
Shares67,371 from 70,806
Change-3,435 (-5%)
Value$2.0M (-$171.4K)
Filed 2026-10-19
SP Asset Management LLC
INCREASED
Shares67,099 from 66,253
Change+846 (+1%)
Value$2.0M (-$40.6K)
Filed 2026-11-05
Farrell Financial LLC
INCREASED
Shares66,971 from 64,570
Change+2,401 (+4%)
Value$2.0M (+$6.9K)
Filed 2026-10-16
Stronghold Wealth Management L.L.C.
DECREASED
Shares66,057 from 66,681
Change-624 (-1%)
Value$1.9M (-$84.4K)
Filed 2026-10-16
Ibex Wealth Advisors
DECREASED
Shares64,980 from 65,754
Change-774 (-1%)
Value$1.9M (-$87.9K)
Filed 2026-11-06
DT Investment Partners, LLC
DECREASED
Shares64,837 from 68,414
Change-3,577 (-5%)
Value$1.9M (-$173.3K)
Filed 2026-10-27
Level Four Advisory Services, LLC
INCREASED
Shares64,156 from 63,177
Change+979 (+2%)
Value$1.9M (-$33.8K)
Filed 2026-11-06
Powell Investment Advisors, LLC
DECREASED
Shares64,025 from 64,624
Change-599 (-1%)
Value$1.9M (-$81.6K)
Filed 2026-10-22
Arista Wealth Management, LLC
DECREASED
Shares63,906 from 69,716
Change-5,810 (-8%)
Value$1.9M (-$240.4K)
Filed 2026-10-29
Wendell David Associates Inc
UNCHANGED
Shares63,062 from 63,062
Change0 (0%)
Value$1.9K (-$1.9M)
Filed 2026-10-27
MGO One Seven LLC
DECREASED
Shares62,977 from 89,334
Change-26,357 (-29%)
Value$1.9M (-$866.0K)
Filed 2026-10-28
Greenwood Capital Associates LLC
DECREASED
Shares62,590 from 62,930
Change-340 (-1%)
Value$1.8M (-$72.3K)
Filed 2026-10-27
McAdam, LLC
INCREASED
Shares61,993 from 21,323
Change+40,670 (+191%)
Value$1.8M (+$1.2M)
Filed 2026-10-21
Thrive Capital Management, LLC
INCREASED
Shares60,847 from 59,663
Change+1,184 (+2%)
Value$1.8M (-$24.1K)
Filed 2026-10-28
Fell Capital Management
DECREASED
Shares60,384 from 60,984
Change-600 (-1%)
Value$1.8M (-$78.1K)
Filed 2026-10-09
KOM Wealth Management Group, LLC
INCREASED
Shares59,135 from 43,473
Change+15,662 (+36%)
Value$1.7M (+$419.0K)
Filed 2026-10-15
Sage Investment Advisers LLC
INCREASED
Shares58,864 from 55,595
Change+3,269 (+6%)
Value$1.7M (+$41.4K)
Filed 2026-10-21
Procyon Advisors, LLC
DECREASED
Shares58,638 from 69,736
Change-11,098 (-16%)
Value$1.7M (-$396.4K)
Filed 2026-10-21
Fagan Associates, Inc.
DECREASED
Shares58,173 from 59,217
Change-1,044 (-2%)
Value$1.7M (-$89.4K)
Filed 2026-10-13
Grey Ledge Advisors, LLC
INCREASED
Shares57,808 from 57,758
Change+50 (+0%)
Value$1.7M (-$55.7K)
Filed 2026-11-02
Fifth Third Securities, Inc.
INCREASED
Shares57,526 from 32,320
Change+25,206 (+78%)
Value$1.7M (+$711.6K)
Filed 2026-10-21
Aprio Wealth Management, LLC
DECREASED
Shares57,120 from 108,135
Change-51,015 (-47%)
Value$1.7M (-$1.6M)
Filed 2026-10-28
Sky Investment Group LLC
NEW
Shares56,560
Change+56,560
Value$1.7M
Filed 2026-10-30
Midwest Trust Co
INCREASED
Shares56,385 from 53,605
Change+2,780 (+5%)
Value$1.7M (+$28.9K)
Filed 2026-10-22
OpenArc Corporate Advisory, LLC
DECREASED
Shares54,859 from 58,584
Change-3,725 (-6%)
Value$1.6M (-$167.9K)
Filed 2026-10-21
Chicago Partners Investment Group LLC
DECREASED
Shares53,567 from 54,298
Change-731 (-1%)
Value$1.5M (-$95.4K)
Filed 2026-10-27
Noesis Capital Mangement Corp
UNCHANGED
Shares53,464 from 53,464
Change0 (0%)
Value$1.6M (-$52.9K)
Filed 2026-10-26
B. Riley Wealth Advisors, Inc.
INCREASED
Shares52,436 from 37,234
Change+15,202 (+41%)
Value$1.5M (+$407.1K)
Filed 2026-10-13
Wavvest Wealth LLC
NEW
Shares51,518
Change+51,518
Value$1.5M
Filed 2026-10-21
Somerset Trust Co
INCREASED
Shares50,414 from 49,933
Change+481 (+1%)
Value$1.5M (-$35.2K)
Filed 2026-10-13
Ariadne Wealth Management, LP
UNCHANGED
Shares49,850 from 49,850
Change0 (0%)
Value$1.5M (-$49.4K)
Filed 2026-11-06
Fogel Capital Management, Inc.
DECREASED
Shares49,727 from 49,997
Change-270 (-1%)
Value$1.5M (-$57.5K)
Filed 2026-11-04
Aviance Capital Partners, LLC
DECREASED
Shares49,677 from 50,500
Change-823 (-2%)
Value$1.5M (-$74.3K)
Filed 2026-10-29
Soltis Investment Advisors LLC
NEW
Shares49,573
Change+49,573
Value$1.5M
Filed 2026-10-28
Aventus Investment Advisors, Inc.
DECREASED
Shares49,454 from 49,599
Change-145 (0%)
Value$1.5M (-$53.4K)
Filed 2026-10-09
IFP Advisors, Inc
INCREASED
Shares49,012 from 46,412
Change+2,600 (+6%)
Value$1.4M (+$30.8K)
Filed 2026-10-16
CGN Advisors LLC
INCREASED
Shares48,645 from 37,538
Change+11,107 (+30%)
Value$1.4M (+$290.5K)
Filed 2026-10-21
Sunbeam Capital Management, LLC
INCREASED
Shares48,432 from 48,431
Change+1 (0%)
Value$1.4M (-$47.9K)
Filed 2026-11-05
First National Trust Co
INCREASED
Shares47,833 from 47,382
Change+451 (+1%)
Value$1.4M (-$33.6K)
Filed 2026-10-28
Atlas Private Wealth Advisors
DECREASED
Shares47,797 from 49,917
Change-2,120 (-4%)
Value$1.4M (-$112.0K)
Filed 2026-10-23
Carson Advisory Inc.
DECREASED
Shares47,750 from 47,950
Change-200 (0%)
Value$1.4M (-$53.4K)
Filed 2026-11-06
Mcrae Capital Management Inc
DECREASED
Shares47,671 from 50,646
Change-2,975 (-6%)
Value$1.4M (-$137.9K)
Filed 2026-10-15
Hohimer Wealth Management, LLC
DECREASED
Shares47,662 from 60,486
Change-12,824 (-21%)
Value$1.4M (-$438.2K)
Filed 2026-11-04
Arcataur Capital Management LLC
UNCHANGED
Shares47,032 from 47,032
Change0 (0%)
Value$1.4M (-$46.6K)
Filed 2026-10-21
Daymark Wealth Partners, LLC
INCREASED
Shares46,816 from 44,612
Change+2,204 (+5%)
Value$1.4M (+$20.9K)
Filed 2026-11-04
CWA Asset Management Group, LLC
INCREASED
Shares46,746 from 28,161
Change+18,585 (+66%)
Value$1.4M (+$520.4K)
Filed 2026-10-19
Fortis Group Advisors, LLC
INCREASED
Shares46,206 from 44,984
Change+1,222 (+3%)
Value$1.3M (-$55.0K)
Filed 2026-11-06
FC Advisory LLC
INCREASED
Shares45,648 from 44,339
Change+1,309 (+3%)
Value$1.3M (-$5.3K)
Filed 2026-10-05
Money Concepts Capital Corp
DECREASED
Shares45,501 from 46,205
Change-704 (-2%)
Value$1.3M (-$66.5K)
Filed 2026-11-06
Rainey & Randall Wealth Advisors Inc.
DECREASED
Shares44,627 from 51,632
Change-7,005 (-14%)
Value$1.3M (-$257.8K)
Filed 2026-10-26
SS&H Financial Advisors, Inc.
DECREASED
Shares44,525 from 56,325
Change-11,800 (-21%)
Value$1.3K (-$1.7M)
Filed 2026-10-28
StoneX Group Inc.
INCREASED
Shares44,333 from 10,806
Change+33,527 (+310%)
Value$1.3M (+$996.6K)
Filed 2026-11-03
Asset Advisory Group, Inc.
INCREASED
Shares44,133 from 44,082
Change+51 (+0%)
Value$1.3M (-$42.1K)
Filed 2026-10-20
Financial Insights, Inc.
DECREASED
Shares43,616 from 47,116
Change-3,500 (-7%)
Value$1.3M (-$149.9K)
Filed 2026-10-27
NorthCrest Asset Manangement, LLC
INCREASED
Shares43,263 from 41,264
Change+1,999 (+5%)
Value$1.3M (+$9.6K)
Filed 2026-10-13
Cornerstone Advisors Asset Management, LLC
DECREASED
Shares43,159 from 43,644
Change-485 (-1%)
Value$1.3M (-$57.5K)
Filed 2026-11-06
Jacobi Capital Management LLC
DECREASED
Shares43,089 from 45,683
Change-2,594 (-6%)
Value$1.3M (-$121.7K)
Filed 2026-11-05
Colony Family Offices, LLC
INCREASED
Shares42,415 from 39,960
Change+2,455 (+6%)
Value$1.3M (+$32.9K)
Filed 2026-10-22
Joseph P. Lucia & Associates, LLC
DECREASED
Shares42,179 from 43,129
Change-950 (-2%)
Value$1.2M (-$70.7K)
Filed 2026-10-30
Cordatus Wealth Management LLC
DECREASED
Shares42,124 from 45,239
Change-3,115 (-7%)
Value$1.2M (-$136.7K)
Filed 2026-10-19
Laurel OAK Wealth Management, LLC
INCREASED
Shares41,917 from 38,716
Change+3,201 (+8%)
Value$1.2M (+$56.1K)
Filed 2026-10-19
Prime Capital Investment Advisors, LLC
DECREASED
Shares41,554 from 47,665
Change-6,111 (-13%)
Value$1.2M (-$227.4K)
Filed 2026-10-20
Providence First Trust Co
INCREASED
Shares41,512 from 40,234
Change+1,278 (+3%)
Value$1.2M (-$2.1K)
Filed 2026-11-02
Lanark Financial, Inc.
DECREASED
Shares41,311 from 43,381
Change-2,070 (-5%)
Value$1.2M (-$104.0K)
Filed 2026-10-26
Signal Advisors Wealth, LLC
INCREASED
Shares41,083 from 27,051
Change+14,032 (+52%)
Value$1.2M (+$387.2K)
Filed 2026-10-13
Signature Equity Partners, LLC
INCREASED
Shares40,049 from 36,208
Change+3,841 (+11%)
Value$1.2M (+$77.5K)
Filed 2026-10-29
Cadent Capital Advisors, LLC
DECREASED
Shares40,041 from 41,982
Change-1,941 (-5%)
Value$1.2M (-$98.8K)
Filed 2026-10-09
Stonebridge Advisors LLC
NEW
Shares38,850
Change+38,850
Value$1.1M
Filed 2026-11-06
New England Private Wealth Advisors LLC
INCREASED
Shares38,792 from 38,464
Change+328 (+1%)
Value$1.1M (-$15.7K)
Filed 2026-10-19
PFG Advisors
INCREASED
Shares38,617 from 36,032
Change+2,585 (+7%)
Value$1.1M (+$40.6K)
Filed 2026-10-16
City Holding Co
DECREASED
Shares37,588 from 39,007
Change-1,419 (-4%)
Value$1.1M (-$80.1K)
Filed 2026-10-19
Seamount Financial Group Inc
DECREASED
Shares37,390 from 38,592
Change-1,202 (-3%)
Value$1.1M (-$73.7K)
Filed 2026-10-21
Wealthcare Capital Partners, LLC
INCREASED
Shares37,241 from 36,298
Change+943 (+3%)
Value$1.1M (-$8.1K)
Filed 2026-10-21
Primoris Wealth Advisors, LLC
DECREASED
Shares36,900 from 37,046
Change-146 (0%)
Value$1.1M (-$41.0K)
Filed 2026-10-28
Montecito Bank & Trust
UNCHANGED
Shares36,372 from 36,372
Change0 (0%)
Value$1.1M (-$36.0K)
Filed 2026-10-01
Blue Trust, Inc.
INCREASED
Shares35,995 from 30,493
Change+5,502 (+18%)
Value$1.1M (+$132.1K)
Filed 2026-10-15
Citizens Financial Group Inc
DECREASED
Shares35,981 from 39,033
Change-3,052 (-8%)
Value$1.1M (-$128.7K)
Filed 2026-10-23
KG Capital Management
INCREASED
Shares35,714 from 31,213
Change+4,501 (+14%)
Value$1.1M (+$101.9K)
Filed 2026-10-15
Merit Financial Group, LLC
DECREASED
Shares35,602 from 115,434
Change-79,832 (-69%)
Value$1.1M (-$2.5M)
Filed 2026-11-06
True Private Wealth Advisors
INCREASED
Shares35,109 from 35,074
Change+35 (+0%)
Value$1.0M (-$33.7K)
Filed 2026-10-19
Elevation Point Wealth Partners, LLC
DECREASED
Shares34,848 from 37,794
Change-2,946 (-8%)
Value$1.0M (-$124.3K)
Filed 2026-11-05
Apollon Wealth Management, LLC
DECREASED
Shares34,822 from 38,539
Change-3,717 (-10%)
Value$1.0M (-$147.8K)
Filed 2026-10-23
Bath Savings Trust Co
DECREASED
Shares34,796 from 48,607
Change-13,811 (-28%)
Value$1.0M (-$455.5K)
Filed 2026-10-07
Etesian Wealth Advisors, Inc.
DECREASED
Shares34,786 from 36,592
Change-1,806 (-5%)
Value$1.0M (-$89.5K)
Filed 2026-10-27
Magnus Financial Group LLC
NEW
Shares34,377
Change+34,377
Value$1.0M
Filed 2026-10-21
Telos Capital Management, Inc.
INCREASED
Shares34,224 from 32,338
Change+1,886 (+6%)
Value$1.0M (+$23.6K)
Filed 2026-11-02
Romano Brothers and Company
DECREASED
Shares34,121 from 34,721
Change-600 (-2%)
Value$1.0M (-$52.1K)
Filed 2026-10-22
Flagship Harbor Advisors, LLC
INCREASED
Shares34,003 from 32,968
Change+1,035 (+3%)
Value$1.0M (-$2.1K)
Filed 2026-10-26
CMG Global Holdings, LLC
UNCHANGED
Shares33,528 from 33,528
Change0 (0%)
Value$989.1K (-$33.2K)
Filed 2026-10-14
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares33,518 from 33,518
Change0 (0%)
Value$988.8K (-$33.2K)
Filed 2026-10-30
Kingswood Wealth Advisors, LLC
INCREASED
Shares33,348 from 13,251
Change+20,097 (+152%)
Value$983.8K (+$579.8K)
Filed 2026-10-23
Realta Investment Advisors
INCREASED
Shares33,227 from 33,211
Change+16 (+0%)
Value$980.2K (-$32.4K)
Filed 2026-10-14
SVB Wealth LLC
DECREASED
Shares32,662 from 38,886
Change-6,224 (-16%)
Value$963.5K (-$222.1K)
Filed 2026-11-06
Cowa, LLC
INCREASED
Shares32,400 from 25,979
Change+6,421 (+25%)
Value$955.8K (+$163.7K)
Filed 2026-10-30
Ipswich Investment Management Co., Inc.
UNCHANGED
Shares32,364 from 32,364
Change0 (0%)
Value$954.7K (-$32.0K)
Filed 2026-10-13
Titleist Asset Management, LLC
INCREASED
Shares32,144 from 30,915
Change+1,229 (+4%)
Value$948.2K (+$5.7K)
Filed 2026-10-08
Focus Financial Network, Inc.
DECREASED
Shares31,634 from 35,190
Change-3,556 (-10%)
Value$933.2K (-$139.7K)
Filed 2026-10-14
Canandaigua National Bank & Trust Co
DECREASED
Shares31,186 from 37,814
Change-6,628 (-18%)
Value$920.0K (-$233.0K)
Filed 2026-10-07
Prairiewood Capital, LLC
DECREASED
Shares30,875 from 34,975
Change-4,100 (-12%)
Value$910.8K (-$155.6K)
Filed 2026-10-16
North Forty Two & Co.
DECREASED
Shares30,701 from 30,736
Change-35 (0%)
Value$905.7K (-$31.5K)
Filed 2026-10-19
Patriot Investment Management Group, Inc.
INCREASED
Shares30,491 from 29,355
Change+1,136 (+4%)
Value$899.5K (+$4.5K)
Filed 2026-10-15
Rockingstone Advisors LLC
DECREASED
Shares30,412 from 33,692
Change-3,280 (-10%)
Value$897.2K (-$130.1K)
Filed 2026-10-16
Pinnacle Associates LTD
DECREASED
Shares30,260 from 34,041
Change-3,781 (-11%)
Value$892.7K (-$145.2K)
Filed 2026-10-20
Connecticut Wealth Management, LLC
DECREASED
Shares30,234 from 42,940
Change-12,706 (-30%)
Value$891.9K (-$417.3K)
Filed 2026-10-13
Texas Bank & Trust Co
DECREASED
Shares29,667 from 39,802
Change-10,135 (-25%)
Value$875.2K (-$338.4K)
Filed 2026-11-04
Accel Wealth Management
DECREASED
Shares29,665 from 31,827
Change-2,162 (-7%)
Value$875.1K (-$95.3K)
Filed 2026-10-13
Capital Investment Advisory Services, LLC
INCREASED
Shares29,268 from 27,684
Change+1,584 (+6%)
Value$863.4K (+$19.3K)
Filed 2026-10-30
Howard Wealth Management, LLC
DECREASED
Shares29,006 from 29,780
Change-774 (-3%)
Value$855.7K (-$52.3K)
Filed 2026-10-28
William Howard & Co Financial Advisors Inc
INCREASED
Shares28,710 from 28,454
Change+256 (+1%)
Value$847.0K (-$20.6K)
Filed 2026-11-04
Global Assets Advisory, LLC
DECREASED
Shares28,543 from 38,117
Change-9,574 (-25%)
Value$841.3K (-$323.2K)
Filed 2026-10-28
Crestwood Advisors Group, LLC
DECREASED
Shares28,351 from 30,151
Change-1,800 (-6%)
Value$836.4K (-$82.9K)
Filed 2026-10-27
WealthTrust Asset Management, LLC
INCREASED
Shares27,898 from 25,972
Change+1,926 (+7%)
Value$823.0K (+$31.1K)
Filed 2026-10-22
Rosenberg Matthew Hamilton
DECREASED
Shares27,869 from 34,269
Change-6,400 (-19%)
Value$822.1K (-$222.7K)
Filed 2026-10-05
Wilmington Savings Fund Society, FSB
INCREASED
Shares27,595 from 27,389
Change+206 (+1%)
Value$814.1K (-$21.0K)
Filed 2026-10-23
Bellecapital International Ltd.
UNCHANGED
Shares27,000 from 27,000
Change0 (0%)
Value$796.5K (-$26.7K)
Filed 2026-10-21
Triumph Capital Management
INCREASED
Shares26,837 from 16,977
Change+9,860 (+58%)
Value$791.7K (+$274.1K)
Filed 2026-10-14
Choreo, LLC
INCREASED
Shares26,816 from 26,645
Change+171 (+1%)
Value$791.1K (-$21.3K)
Filed 2026-10-28
Vista Finance, LLC
UNCHANGED
Shares26,230 from 26,230
Change0 (0%)
Value$773.8K (-$26.0K)
Filed 2026-10-23
Elser Financial Planning, Inc
UNCHANGED
Shares25,538 from 25,538
Change0 (0%)
Value$753.4K (-$25.3K)
Filed 2026-10-16
Capital Investment Advisors, LLC
DECREASED
Shares25,017 from 28,110
Change-3,093 (-11%)
Value$738.0K (-$119.1K)
Filed 2026-10-22
Lodestar Private Asset Management LLC
DECREASED
Shares24,996 from 34,250
Change-9,254 (-27%)
Value$737.4K (-$306.9K)
Filed 2026-10-26
Boyd Watterson Asset Management LLC
UNCHANGED
Shares24,846 from 24,846
Change0 (0%)
Value$733.0K (-$24.6K)
Filed 2026-11-06
HCR Wealth Advisors
DECREASED
Shares24,769 from 28,769
Change-4,000 (-14%)
Value$730.7K (-$146.5K)
Filed 2026-10-15
Rebalance, LLC
DECREASED
Shares24,743 from 24,907
Change-164 (-1%)
Value$729.9K (-$29.5K)
Filed 2026-10-22
Wesbanco Bank Inc
DECREASED
Shares24,669 from 28,963
Change-4,294 (-15%)
Value$727.7K (-$155.3K)
Filed 2026-11-04
Red Spruce Capital, LLC
DECREASED
Shares24,607 from 25,677
Change-1,070 (-4%)
Value$725.9K (-$57.0K)
Filed 2026-10-07
Perigon Wealth Management, LLC
DECREASED
Shares24,574 from 30,264
Change-5,690 (-19%)
Value$724.9K (-$197.8K)
Filed 2026-10-22
Private Trust Co NA
DECREASED
Shares24,152 from 28,191
Change-4,039 (-14%)
Value$712.5K (-$147.1K)
Filed 2026-10-20
TPG Advisors LLC
INCREASED
Shares24,116 from 24,110
Change+6 (+0%)
Value$711.4K (-$23.7K)
Filed 2026-10-16
Objective Capital Management, LLC
INCREASED
Shares23,821 from 8,194
Change+15,627 (+191%)
Value$702.7K (+$452.9K)
Filed 2026-10-13
Nilsine Partners, LLC
NEW
Shares23,789
Change+23,789
Value$701.8K
Filed 2026-11-02
Princeton Capital Management LLC
INCREASED
Shares23,696 from 22,906
Change+790 (+3%)
Value$699.0K (+$628)
Filed 2026-10-27
Verity Asset Management, Inc.
INCREASED
Shares23,642 from 23,549
Change+93 (+0%)
Value$697.4K (-$20.6K)
Filed 2026-10-30
Breachway Investments LLC
INCREASED
Shares23,269 from 22,944
Change+325 (+1%)
Value$686.4K (-$13.1K)
Filed 2026-10-19
Caldwell Trust Co
DECREASED
Shares23,159 from 26,260
Change-3,101 (-12%)
Value$683.2K (-$117.5K)
Filed 2026-10-30
TD Waterhouse Canada Inc.
DECREASED
Shares23,153 from 23,528
Change-375 (-2%)
Value$681.9K (-$35.0K)
Filed 2026-10-16
Sidoxia Capital Management, LLC
DECREASED
Shares22,825 from 22,997
Change-172 (-1%)
Value$673.3K (-$27.8K)
Filed 2026-10-28
Sowa Financial Group, Inc.
DECREASED
Shares22,715 from 25,896
Change-3,181 (-12%)
Value$670 (-$789.3K)
Filed 2026-10-26
Kane Co Wealth Management, Inc.
DECREASED
Shares22,418 from 23,823
Change-1,405 (-6%)
Value$661.3K (-$65.0K)
Filed 2026-11-04
Alpha Omega Wealth Management LLC
DECREASED
Shares22,369 from 22,925
Change-556 (-2%)
Value$659.9K (-$39.1K)
Filed 2026-10-23
SAX Wealth Advisors, LLC
DECREASED
Shares22,242 from 55,381
Change-33,139 (-60%)
Value$656.1K (-$1.0M)
Filed 2026-10-13
Hudson Edge Investment Partners Inc.
INCREASED
Shares22,200 from 17,431
Change+4,769 (+27%)
Value$654.9K (+$123.4K)
Filed 2026-10-28
Summit Financial Wealth Advisors, LLC
DECREASED
Shares22,133 from 31,983
Change-9,850 (-31%)
Value$652.9K (-$322.3K)
Filed 2026-10-15
Diversify Wealth Management, LLC
INCREASED
Shares22,047 from 18,251
Change+3,796 (+21%)
Value$643.1K (+$90.5K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares22,047 from 18,251
Change+3,796 (+21%)
Value$643.1K (+$90.5K)
Filed 2026-10-20
Carret Asset Management, LLC
INCREASED
Shares22,022 from 21,572
Change+450 (+2%)
Value$649.6K (-$8.1K)
Filed 2026-11-04
Tred Avon Family Wealth, LLC
UNCHANGED
Shares21,685 from 21,685
Change0 (0%)
Value$639.7K (-$21.5K)
Filed 2026-10-20
Advisory Solutions Group, LLC
DECREASED
Shares21,608 from 21,916
Change-308 (-1%)
Value$637.4K (-$30.8K)
Filed 2026-10-14
Provenance Wealth Advisors, LLC
INCREASED
Shares21,602 from 17,103
Change+4,499 (+26%)
Value$637.3K (+$115.8K)
Filed 2026-10-30
Naples Global Advisors, LLC
INCREASED
Shares21,150 from 15,415
Change+5,735 (+37%)
Value$623.9K (+$153.9K)
Filed 2026-11-05
Spire Wealth Management
DECREASED
Shares21,061 from 23,809
Change-2,748 (-12%)
Value$621.3K (-$104.6K)
Filed 2026-10-30
Asset Allocation & Management Company, LLC
UNCHANGED
Shares21,000 from 21,000
Change0 (0%)
Value$620 (-$20)
Filed 2026-10-13
MMA Asset Management LLC
DECREASED
Shares20,891 from 23,454
Change-2,563 (-11%)
Value$616.3K (-$98.8K)
Filed 2026-11-02
Ehrlich Financial Group
INCREASED
Shares20,874 from 20,625
Change+249 (+1%)
Value$615.8K (-$13.1K)
Filed 2026-10-20
Tiller Private Wealth, Inc.
INCREASED
Shares20,751 from 19,351
Change+1,400 (+7%)
Value$612.1K (+$22.1K)
Filed 2026-10-26
Simplex Trading, LLC
INCREASED
Shares20,714 from 1,519
Change+19,195 (+1264%)
Value$611.1K (+$564.7K)
Filed 2026-11-04
Unify Financial Advisors
DECREASED
Shares20,574 from 21,034
Change-460 (-2%)
Value$606.9K (-$34.4K)
Filed 2026-11-03
Sonata Capital Group Inc
INCREASED
Shares20,453 from 20,417
Change+36 (+0%)
Value$603.4K (-$19.2K)
Filed 2026-10-19
Parkside Financial Bank & Trust
INCREASED
Shares20,355 from 20,304
Change+51 (+0%)
Value$600.5K (-$18.6K)
Filed 2026-10-27
Sincerus Advisory, LLC
DECREASED
Shares20,162 from 20,630
Change-468 (-2%)
Value$594.8K (-$34.2K)
Filed 2026-10-09
Penobscot Investment Management Company, Inc.
DECREASED
Shares20,078 from 20,100
Change-22 (0%)
Value$592.3K (-$20.5K)
Filed 2026-10-26
Yorktown Management & Research Co Inc
DECREASED
Shares20,000 from 32,000
Change-12,000 (-37%)
Value$590.0K (-$385.7K)
Filed 2026-10-28
Clientfirst Wealth Management, LLC
UNCHANGED
Shares19,944 from 19,944
Change0 (0%)
Value$588.3K (-$19.7K)
Filed 2026-11-04
ForthRight Wealth Management, LLC
DECREASED
Shares19,933 from 32,917
Change-12,984 (-39%)
Value$588.0K (-$415.6K)
Filed 2026-11-06
MSH Capital Advisors LLC
INCREASED
Shares19,504 from 19,476
Change+28 (+0%)
Value$575.4K (-$18.5K)
Filed 2026-11-03
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares19,326 from 20,218
Change-892 (-4%)
Value$570.1K (-$46.3K)
Filed 2026-10-23
Aire Advisors, LLC
DECREASED
Shares19,236 from 22,182
Change-2,946 (-13%)
Value$567.5K (-$108.9K)
Filed 2026-10-22
Simplicity Wealth,LLC
DECREASED
Shares19,197 from 19,654
Change-457 (-2%)
Value$566.3K (-$32.9K)
Filed 2026-10-23
Integrity Alliance, Llc.
INCREASED
Shares18,984 from 15,323
Change+3,661 (+24%)
Value$560.0K (+$92.8K)
Filed 2026-10-29
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares18,950 from 18,519
Change+431 (+2%)
Value$559.0K (-$5.6K)
Filed 2026-11-03
CRA Financial Services, LLC
INCREASED
Shares18,938 from 18,676
Change+262 (+1%)
Value$558.7K (-$10.8K)
Filed 2026-10-16
Busey Bank
DECREASED
Shares18,876 from 21,645
Change-2,769 (-13%)
Value$556.8K (-$103.1K)
Filed 2026-10-26
Bank of New York Mellon Corp
DECREASED
Shares18,789 from 31,191
Change-12,402 (-40%)
Value$554.3K (-$396.7K)
Filed 2026-11-05
Grandview Asset Management LLC
DECREASED
Shares18,590 from 21,675
Change-3,085 (-14%)
Value$548.4K (-$112.5K)
Filed 2026-10-19
Calamos Wealth Management LLC
DECREASED
Shares18,473 from 18,948
Change-475 (-3%)
Value$545.0K (-$32.8K)
Filed 2026-11-02
Independence Bank of Kentucky
INCREASED
Shares18,268 from 17,794
Change+474 (+3%)
Value$538.9K (-$3.6K)
Filed 2026-10-26
Private Client Services, LLC
DECREASED
Shares18,249 from 51,532
Change-33,283 (-65%)
Value$538.3K (-$1.0M)
Filed 2026-10-02
Integris Wealth Management, LLC
DECREASED
Shares18,124 from 23,820
Change-5,696 (-24%)
Value$534.6K (-$191.6K)
Filed 2026-10-14
Dodds Wealth, LLC
INCREASED
Shares18,054 from 17,858
Change+196 (+1%)
Value$532.6K (-$11.9K)
Filed 2026-11-02
LongView Wealth Management
DECREASED
Shares18,017 from 20,697
Change-2,680 (-13%)
Value$531.5K (-$99.6K)
Filed 2026-10-19
Moneco Advisors, LLC
INCREASED
Shares17,890 from 17,276
Change+614 (+4%)
Value$527.7K (+$1.0K)
Filed 2026-11-05
International Assets Investment Management, LLC
INCREASED
Shares17,833 from 17,182
Change+651 (+4%)
Value$525.4K (+$1.8K)
Filed 2026-11-02
Fortitude Family Office, LLC
DECREASED
Shares17,457 from 20,272
Change-2,815 (-14%)
Value$515.0K (-$103.1K)
Filed 2026-10-14
Woodmont Investment Counsel LLC
DECREASED
Shares17,369 from 31,404
Change-14,035 (-45%)
Value$512.4K (-$445.1K)
Filed 2026-10-29
Richwood Investment Advisors, LLC
DECREASED
Shares17,194 from 18,423
Change-1,229 (-7%)
Value$507.2K (-$54.5K)
Filed 2026-10-30
Allen Mooney & Barnes Investment Advisors LLC
INCREASED
Shares17,083 from 16,035
Change+1,048 (+7%)
Value$503.9K (+$15.0K)
Filed 2026-10-08
Capital Advisors, Ltd. LLC
INCREASED
Shares17,005 from 16,893
Change+112 (+1%)
Value$502 (-$13)
Filed 2026-10-27
City State Bank
DECREASED
Shares16,865 from 20,665
Change-3,800 (-18%)
Value$497.5K (-$132.6K)
Filed 2026-10-20
Delta Capital Management LLC
INCREASED
Shares16,849 from 16,340
Change+509 (+3%)
Value$497 (-$1)
Filed 2026-10-16
Prudent Man Advisors, LLC
UNCHANGED
Shares16,820 from 16,820
Change0 (0%)
Value$496.2K (-$16.7K)
Filed 2026-11-03
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED
Shares16,770 from 17,270
Change-500 (-3%)
Value$494.7K (-$31.8K)
Filed 2026-11-03
Guidance Point Advisors, LLC
DECREASED
Shares16,651 from 18,557
Change-1,906 (-10%)
Value$491.4K (-$74.6K)
Filed 2026-10-15
Staley Capital Advisers Inc
UNCHANGED
Shares16,500 from 16,500
Change0 (0%)
Value$486.8K (-$16.3K)
Filed 2026-11-06
Wealth Architects, LLC
NEW
Shares16,447
Change+16,447
Value$485.2K
Filed 2026-11-03
Sigma Planning Corp
DECREASED
Shares16,375 from 29,077
Change-12,702 (-44%)
Value$483.1K (-$403.5K)
Filed 2026-10-23
KCM Investment Advisors LLC
DECREASED
Shares16,343 from 18,441
Change-2,098 (-11%)
Value$482.1K (-$80.1K)
Filed 2026-10-27
Invenio Wealth Partners LLC
DECREASED
Shares16,330 from 32,330
Change-16,000 (-49%)
Value$481.7K (-$504.0K)
Filed 2026-10-20
Forteris Wealth Management Inc.
DECREASED
Shares16,240 from 17,540
Change-1,300 (-7%)
Value$479.1K (-$55.7K)
Filed 2026-10-13
Investment Planning Advisors, Inc.
DECREASED
Shares16,164 from 16,311
Change-147 (-1%)
Value$476.8K (-$20.5K)
Filed 2026-10-14
Institute for Wealth Management, Llc.
INCREASED
Shares15,869 from 15,799
Change+70 (+0%)
Value$468.2K (-$13.6K)
Filed 2026-11-06
Moors & Cabot, Inc.
DECREASED
Shares15,762 from 19,998
Change-4,236 (-21%)
Value$465.0K (-$144.8K)
Filed 2026-11-06
BAR Harbor Wealth Management
UNCHANGED
Shares15,746 from 15,746
Change0 (0%)
Value$464.5K (-$15.6K)
Filed 2026-10-21
Kingsbury Capital Investment Advisors LLC
DECREASED
Shares15,387 from 15,686
Change-299 (-2%)
Value$453.9K (-$24.4K)
Filed 2026-10-20
PW Nova Financial Services LLC
DECREASED
Shares15,250 from 16,243
Change-993 (-6%)
Value$449.9K (-$45.4K)
Filed 2026-10-15
OAK Family Advisors, LLC
DECREASED
Shares15,221 from 15,671
Change-450 (-3%)
Value$449.0K (-$28.8K)
Filed 2026-10-19
Gamma Investing LLC
INCREASED
Shares14,797 from 14,643
Change+154 (+1%)
Value$436.5K (-$10.0K)
Filed 2026-10-08
Cyndeo Wealth Partners, LLC
DECREASED
Shares14,640 from 16,825
Change-2,185 (-13%)
Value$431.9K (-$81.1K)
Filed 2026-10-16
Sweeney & Michel, LLC
INCREASED
Shares14,600 from 14,548
Change+52 (+0%)
Value$430.7K (-$15.0K)
Filed 2026-10-16
Compound Planning, Inc.
INCREASED
Shares14,517 from 10,482
Change+4,035 (+38%)
Value$428.3K (+$108.6K)
Filed 2026-11-05
Evergreen Capital Management LLC
DECREASED
Shares14,477 from 15,552
Change-1,075 (-7%)
Value$427.1K (-$47.1K)
Filed 2026-10-23
Fiduciary Alliance LLC
DECREASED
Shares14,462 from 30,509
Change-16,047 (-53%)
Value$426.6K (-$503.6K)
Filed 2026-10-13
Brick & Kyle, Associates
DECREASED
Shares14,366 from 15,249
Change-883 (-6%)
Value$423.8K (-$38.5K)
Filed 2026-11-05
Traynor Capital Management, Inc.
DECREASED
Shares14,331 from 16,532
Change-2,201 (-13%)
Value$422.8K (-$81.3K)
Filed 2026-10-29
AM Investment Strategies LLC
INCREASED
Shares14,157 from 14,053
Change+104 (+1%)
Value$418.0K (+$417.6K)
Filed 2026-11-05
Emergent Wealth Advisors, LLC
DECREASED
Shares14,090 from 14,650
Change-560 (-4%)
Value$415.6K (-$31.0K)
Filed 2026-10-09
William John Sempolinski
DECREASED
Shares14,050 from 23,279
Change-9,229 (-40%)
Value$414.5K (-$295.3K)
Filed 2026-10-20
Harbor Investment Advisory, LLC
UNCHANGED
Shares13,972 from 13,972
Change0 (0%)
Value$412.2K (-$13.8K)
Filed 2026-10-13
Beacon Financial Group
DECREASED
Shares13,878 from 14,271
Change-393 (-3%)
Value$409.4K (-$25.7K)
Filed 2026-10-19
First Nebraska Trust Co
DECREASED
Shares13,721 from 13,986
Change-265 (-2%)
Value$404.8K (-$21.7K)
Filed 2026-10-30
Patton Albertson Miller Group, LLC
UNCHANGED
Shares13,700 from 13,700
Change0 (0%)
Value$404.2K (-$13.6K)
Filed 2026-10-26
Pacific Center for Financial Services
DECREASED
Shares13,649 from 22,266
Change-8,617 (-39%)
Value$402.6K (-$276.3K)
Filed 2026-10-15
Modera Wealth Management, LLC
DECREASED
Shares13,564 from 15,480
Change-1,916 (-12%)
Value$400.1K (-$71.8K)
Filed 2026-10-28
Klingman & Associates, LLC
UNCHANGED
Shares13,350 from 13,350
Change0 (0%)
Value$393.8K (-$13.2K)
Filed 2026-10-20
Instrumental Wealth, LLC
DECREASED
Shares13,344 from 14,037
Change-693 (-5%)
Value$393.6K (-$34.3K)
Filed 2026-10-20
Fiera Capital Corp
DECREASED
Shares13,229 from 22,449
Change-9,220 (-41%)
Value$390.3K (-$294.2K)
Filed 2026-11-06
Vise Technologies, Inc.
DECREASED
Shares13,122 from 15,159
Change-2,037 (-13%)
Value$387.1K (-$75.1K)
Filed 2026-10-29
Balefire, LLC
DECREASED
Shares13,115 from 14,070
Change-955 (-7%)
Value$386.9K (-$42.1K)
Filed 2026-10-09
Patrick M Sweeney & Associates, Inc
INCREASED
Shares13,070 from 13,062
Change+8 (+0%)
Value$385.6K (-$12.7K)
Filed 2026-10-22
Wealth Dimensions Group, Ltd.
UNCHANGED
Shares12,930 from 12,930
Change0 (0%)
Value$381.4K (-$12.8K)
Filed 2026-11-02
Sowell Financial Services LLC
INCREASED
Shares12,862 from 11,285
Change+1,577 (+14%)
Value$379.4K (+$35.3K)
Filed 2026-10-23
Joel Isaacson & Co., LLC
INCREASED
Shares12,853 from 8,829
Change+4,024 (+46%)
Value$379.2K (+$110.0K)
Filed 2026-11-05
Surience Private Wealth LLC
DECREASED
Shares12,732 from 28,976
Change-16,244 (-56%)
Value$375.6K (-$507.9K)
Filed 2026-10-16
Strategic Wealth Investment Group, LLC
DECREASED
Shares12,714 from 15,898
Change-3,184 (-20%)
Value$375.0K (-$109.7K)
Filed 2026-10-29
Banta Asset Management LP
UNCHANGED
Shares12,690 from 12,690
Change0 (0%)
Value$374.4K (-$12.6K)
Filed 2026-11-02
Sound Income Strategies, LLC
INCREASED
Shares12,500 from 12,470
Change+30 (+0%)
Value$367.1K (-$13.1K)
Filed 2026-10-09
Legacy Wealth Partners, LLC
UNCHANGED
Shares12,471 from 12,471
Change0 (0%)
Value$367.9K (-$12.3K)
Filed 2026-10-15
CMH Wealth Management LLC
DECREASED
Shares12,425 from 40,350
Change-27,925 (-69%)
Value$366.5K (-$863.7K)
Filed 2026-10-22
Schmidt P J Investment Management Inc
DECREASED
Shares12,149 from 12,487
Change-338 (-3%)
Value$358.4K (-$22.3K)
Filed 2026-11-02
Cullen T Bankers, Inc.
DECREASED
Shares12,139 from 12,628
Change-489 (-4%)
Value$358.1K (-$26.9K)
Filed 2026-10-28
Park Edge Advisors, LLC
DECREASED
Shares12,125 from 13,491
Change-1,366 (-10%)
Value$357.7K (-$53.7K)
Filed 2026-10-28
Parr Mcknight Wealth Management Group, LLC
INCREASED
Shares12,000 from 10,000
Change+2,000 (+20%)
Value$354.0K (+$49.1K)
Filed 2026-10-30
Evolution Wealth Advisors, LLC
UNCHANGED
Shares11,974 from 11,974
Change0 (0%)
Value$353.2K (-$11.9K)
Filed 2026-11-03
Central Trust Co
INCREASED
Shares11,949 from 7,860
Change+4,089 (+52%)
Value$352.5K (+$112.8K)
Filed 2026-11-05
NWF Advisory Services Inc.
INCREASED
Shares11,645 from 11,618
Change+27 (+0%)
Value$343.5K (-$10.7K)
Filed 2026-10-19
Americana Partners, LLC
INCREASED
Shares11,563 from 11,485
Change+78 (+1%)
Value$341.1K (-$9.1K)
Filed 2026-10-28
Avior Wealth Management, LLC
DECREASED
Shares11,416 from 11,808
Change-392 (-3%)
Value$336.8K (-$23.3K)
Filed 2026-10-13
Associated Banc-Corp
UNCHANGED
Shares11,404 from 11,404
Change0 (0%)
Value$336.4K (-$11.3K)
Filed 2026-10-30
Rakuten Securities, Inc.
DECREASED
Shares11,379 from 12,848
Change-1,469 (-11%)
Value$335.7K (-$56.1K)
Filed 2026-11-02
Robbins Farley
INCREASED
Shares11,329 from 10,981
Change+348 (+3%)
Value$334.2K (-$605)
Filed 2026-10-21
First Heartland Consultants, Inc.
DECREASED
Shares11,106 from 11,766
Change-660 (-6%)
Value$327.6K (-$31.1K)
Filed 2026-10-08
Ashton Thomas Securities, LLC
NEW
Shares11,000
Change+11,000
Value$324.5K
Filed 2026-10-26
Pennsylvania Capital Management Inc
DECREASED
Shares10,837 from 21,590
Change-10,753 (-50%)
Value$319.7K (-$338.6K)
Filed 2026-11-05
Edgemoor Investment Advisors, Inc.
UNCHANGED
Shares10,663 from 10,663
Change0 (0%)
Value$314.6K (-$10.6K)
Filed 2026-11-03
TrueWealth Advisors, LLC
DECREASED
Shares10,523 from 11,020
Change-497 (-5%)
Value$310.4K (-$25.6K)
Filed 2026-10-09
Melfa Wealth Management, Inc.
DECREASED
Shares10,436 from 10,558
Change-122 (-1%)
Value$307.9K (-$14.1K)
Filed 2026-11-06
Flagstar Securities, Inc
INCREASED
Shares10,386 from 9,712
Change+674 (+7%)
Value$306.4K (+$10.3K)
Filed 2026-10-15
Mission Wealth Management, LP
DECREASED
Shares10,324 from 10,350
Change-26 (0%)
Value$304.6K (-$11.0K)
Filed 2026-10-15
Detalus Advisors, LLC
DECREASED
Shares10,199 from 13,899
Change-3,700 (-27%)
Value$300.9K (-$122.9K)
Filed 2026-10-15
Symmetry Partners, LLC
INCREASED
Shares10,147 from 9,812
Change+335 (+3%)
Value$299.3K (+$157)
Filed 2026-10-27
Indivisible Partners
DECREASED
Shares10,047 from 10,192
Change-145 (-1%)
Value$296.4K (-$14.4K)
Filed 2026-10-26
Merrion Investment Management Co, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$295.0K (-$9.9K)
Filed 2026-10-16
Prosperity Planning, Inc.
NEW
Shares9,905
Change+9,905
Value$292.2K
Filed 2026-10-09
SkyOak Wealth, LLC
DECREASED
Shares9,757 from 10,751
Change-994 (-9%)
Value$287.8K (-$40.0K)
Filed 2026-10-28
Register Financial Advisors LLC
DECREASED
Shares9,736 from 12,321
Change-2,585 (-21%)
Value$287.2K (-$88.5K)
Filed 2026-10-23
Wealth Effects LLC
DECREASED
Shares9,700 from 10,741
Change-1,041 (-10%)
Value$286.1K (-$41.4K)
Filed 2026-10-23
Christensen, King & Associates Investment Services, Inc.
DECREASED
Shares9,680 from 13,701
Change-4,021 (-29%)
Value$285.6K (-$132.2K)
Filed 2026-10-22
Crescent Grove Advisors, LLC
UNCHANGED
Shares9,646 from 9,646
Change0 (0%)
Value$284.6K (-$9.6K)
Filed 2026-10-21
Fulcrum Equity Management
NEW
Shares9,638
Change+9,638
Value$284.3K
Filed 2026-10-21
TCI Wealth Advisors, Inc.
INCREASED
Shares9,533 from 9,270
Change+263 (+3%)
Value$281.2K (-$1.4K)
Filed 2026-10-30
North Star Investment Management Corp.
DECREASED
Shares9,484 from 20,286
Change-10,802 (-53%)
Value$279.8K (-$338.7K)
Filed 2026-10-27
Principle Wealth Partners LLC
DECREASED
Shares9,464 from 10,520
Change-1,056 (-10%)
Value$279.2K (-$41.5K)
Filed 2026-11-02
ProVise Management Group, LLC
UNCHANGED
Shares9,454 from 9,454
Change0 (0%)
Value$278.9K (-$9.4K)
Filed 2026-11-06
GenWealth Group, Inc.
UNCHANGED
Shares9,342 from 9,342
Change0 (0%)
Value$275.6K (-$9.2K)
Filed 2026-10-16
Montag A & Associates Inc
UNCHANGED
Shares9,326 from 9,326
Change0 (0%)
Value$275.1K (-$9.2K)
Filed 2026-10-29
NovaPoint Capital, LLC
UNCHANGED
Shares9,325 from 9,325
Change0 (0%)
Value$275.1K (-$9.2K)
Filed 2026-10-22
Clearstead Advisors, LLC
INCREASED
Shares9,321 from 9,211
Change+110 (+1%)
Value$275.0K (-$5.9K)
Filed 2026-11-06
Globalt Investments LLC / GA
DECREASED
Shares9,319 from 9,553
Change-234 (-2%)
Value$274.9K (-$16.4K)
Filed 2026-10-27
Stone Summit Wealth LLC
INCREASED
Shares9,195 from 8,495
Change+700 (+8%)
Value$271.3K (+$12.2K)
Filed 2026-10-14
CoreCap Advisors, LLC
DECREASED
Shares9,179 from 11,152
Change-1,973 (-18%)
Value$270.8K (-$69.2K)
Filed 2026-10-08
Cypress Capital Group
DECREASED
Shares9,164 from 9,392
Change-228 (-2%)
Value$270.3K (-$16.0K)
Filed 2026-11-03
Diversified Trust Co
NEW
Shares9,163
Change+9,163
Value$270.3K
Filed 2026-11-06
Gen-Wealth Partners Inc
DECREASED
Shares9,030 from 19,690
Change-10,660 (-54%)
Value$266.4K (-$334.0K)
Filed 2026-11-04
Apollon Financial, LLC
UNCHANGED
Shares9,000 from 9,000
Change0 (0%)
Value$265.5K (-$8.9K)
Filed 2026-10-23
Quantum Financial Advisors, LLC
DECREASED
Shares8,997 from 9,774
Change-777 (-8%)
Value$265.4K (-$32.6K)
Filed 2026-11-03
Eagle Strategies LLC
INCREASED
Shares8,991 from 8,211
Change+780 (+10%)
Value$265.2K (+$14.9K)
Filed 2026-10-16
Fulton Breakefield Broenniman LLC
DECREASED
Shares8,989 from 405,687
Change-396,698 (-98%)
Value$265.2K (-$12.1M)
Filed 2026-11-03
LJI Wealth Management, LLC
DECREASED
Shares8,934 from 9,669
Change-735 (-8%)
Value$263.6K (-$31.3K)
Filed 2026-10-28
Koshinski Asset Management, Inc.
INCREASED
Shares8,839 from 8,458
Change+381 (+5%)
Value$260.7K (+$2.9K)
Filed 2026-10-29
Capital Advisors Wealth Management, LLC
DECREASED
Shares8,830 from 10,656
Change-1,826 (-17%)
Value$260.5K (-$64.4K)
Filed 2026-10-09
Avaii Wealth Management, LLC
DECREASED
Shares8,827 from 9,335
Change-508 (-5%)
Value$260.9K (-$23.7K)
Filed 2026-10-09
Earned Wealth Advisors, LLC
UNCHANGED
Shares8,710 from 8,710
Change0 (0%)
Value$256.9K (-$8.6K)
Filed 2026-11-06
180 Wealth Advisors, LLC
UNCHANGED
Shares8,706 from 8,706
Change0 (0%)
Value$256.8K (-$8.6K)
Filed 2026-11-03
Sawgrass Asset Management LLC
INCREASED
Shares8,658 from 8,648
Change+10 (+0%)
Value$255.4K (-$8.3K)
Filed 2026-11-03
Norden Group LLC
UNCHANGED
Shares8,650 from 8,650
Change0 (0%)
Value$255.2K (-$8.6K)
Filed 2026-10-20
Asset One Wealth Management LLC
DECREASED
Shares8,641 from 8,966
Change-325 (-4%)
Value$254.9K (-$19.6K)
Filed 2026-11-02
Seelaus Asset Management LLC
DECREASED
Shares8,634 from 8,914
Change-280 (-3%)
Value$254.7K (-$17.1K)
Filed 2026-10-14
FF Advisors,LLC
NEW
Shares8,534
Change+8,534
Value$251.8K
Filed 2026-10-21
E&G Advisors, LLC
DECREASED
Shares8,474 from 8,484
Change-10 (0%)
Value$250.0K (-$8.7K)
Filed 2026-10-13
Balboa Wealth Partners
DECREASED
Shares8,430 from 8,583
Change-153 (-2%)
Value$248.7K (-$13.0K)
Filed 2026-10-20
Salem Investment Counselors Inc
DECREASED
Shares8,364 from 9,064
Change-700 (-8%)
Value$246.7K (-$29.6K)
Filed 2026-10-13
Weaver Consulting Group
DECREASED
Shares8,199 from 8,423
Change-224 (-3%)
Value$241.9K (-$14.9K)
Filed 2026-10-07
Laurel Wealth Advisors LLC
INCREASED
Shares8,175 from 7,090
Change+1,085 (+15%)
Value$241.2K (+$25.0K)
Filed 2026-10-27
AFG Fiduciary Services Limited Partnership
INCREASED
Shares8,154 from 7,850
Change+304 (+4%)
Value$238.9K (-$355)
Filed 2026-10-21
Avidian Wealth Enterprises, LLC
DECREASED
Shares8,054 from 33,393
Change-25,339 (-76%)
Value$237.6K (-$780.6K)
Filed 2026-10-08
Websterrogers Financial Advisors, LLC
DECREASED
Shares7,987 from 9,341
Change-1,354 (-14%)
Value$235.6K (-$49.2K)
Filed 2026-11-02
Argentarii, LLC
DECREASED
Shares7,886 from 8,661
Change-775 (-9%)
Value$232.6K (-$32.3K)
Filed 2026-10-28
HB Wealth Management, LLC
NEW
Shares7,883
Change+7,883
Value$232.5K
Filed 2026-10-23
Winthrop Advisory Group LLC
UNCHANGED
Shares7,795 from 7,795
Change0 (0%)
Value$230.0K (-$7.7K)
Filed 2026-10-22
Bell Bank
UNCHANGED
Shares7,697 from 7,697
Change0 (0%)
Value$227.1K (-$7.6K)
Filed 2026-10-21
Reicon Wealth Advisors, LLC
INCREASED
Shares7,667 from 7,534
Change+133 (+2%)
Value$226.2K (-$3.5K)
Filed 2026-11-04
Forthright Family Wealth Advisory LLC
INCREASED
Shares7,594 from 7,510
Change+84 (+1%)
Value$224.0K (-$4.9K)
Filed 2026-11-03
B.A. Schrock Wealth Management, Inc.
NEW
Shares7,518
Change+7,518
Value$221.5K
Filed 2026-10-15
Arkfeld Wealth Strategies, L.L.C.
INCREASED
Shares7,458 from 7,355
Change+103 (+1%)
Value$219.0K (-$7.0K)
Filed 2026-10-19
Mcdonald Partners LLC
DECREASED
Shares7,435 from 7,935
Change-500 (-6%)
Value$219.3K (-$22.6K)
Filed 2026-11-03
Investmark Advisory Group LLC
INCREASED
Shares7,306 from 6,689
Change+617 (+9%)
Value$215.6K (+$11.6K)
Filed 2026-10-27
Proathlete Wealth Management LLC
UNCHANGED
Shares7,285 from 7,285
Change0 (0%)
Value$214.9K (-$7.2K)
Filed 2026-10-15
SeaCrest Wealth Management, LLC
INCREASED
Shares7,155 from 7,140
Change+15 (+0%)
Value$211.1K (-$6.6K)
Filed 2026-10-21
C2c Wealth Management, LLC
UNCHANGED
Shares7,118 from 7,118
Change0 (0%)
Value$210.0K (-$7.0K)
Filed 2026-10-20
City Center Advisors, LLC
NEW
Shares7,062
Change+7,062
Value$208.3K
Filed 2026-10-08
Insight Wealth Partners, LLC
UNCHANGED
Shares7,035 from 7,035
Change0 (0%)
Value$207.5K (-$7.0K)
Filed 2026-10-26
Sanders Morris Harris LLC
NEW
Shares7,017
Change+7,017
Value$209.2K
Filed 2026-10-14
Haven Private, LLC
DECREASED
Shares7,000 from 10,000
Change-3,000 (-30%)
Value$206.5K (-$98.4K)
Filed 2026-10-27
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
NEW
Shares6,998
Change+6,998
Value$206.5K
Filed 2026-10-14
Harbour Capital Advisors, LLC
INCREASED
Shares6,980 from 6,940
Change+40 (+1%)
Value$205.9K (-$6.0K)
Filed 2026-10-13
Axxcess Wealth Management, LLC
NEW
Shares6,945
Change+6,945
Value$204.9K
Filed 2026-10-21
Samalin Investment Counsel, LLC
INCREASED
Shares6,939 from 6,864
Change+75 (+1%)
Value$204.7K (-$4.6K)
Filed 2026-10-23
Vigilare Wealth Management
DECREASED
Shares6,889 from 11,003
Change-4,114 (-37%)
Value$203.2K (-$132.3K)
Filed 2026-10-29
Advisors Management Group Inc
DECREASED
Shares6,818 from 8,137
Change-1,319 (-16%)
Value$201.0K (-$47.0K)
Filed 2026-11-05
HF Advisory Group, LLC
DECREASED
Shares6,809 from 8,157
Change-1,348 (-17%)
Value$200.9K (-$47.8K)
Filed 2026-10-09
Archer Investment Corp
DECREASED
Shares6,806 from 7,221
Change-415 (-6%)
Value$200.8K (-$19.4K)
Filed 2026-11-05
Hegarty Advisors, LLC
INCREASED
Shares6,804 from 6,709
Change+95 (+1%)
Value$200.7K (-$3.8K)
Filed 2026-10-20
Barrett & Company, Inc.
DECREASED
Shares6,368 from 6,921
Change-553 (-8%)
Value$187.9K (-$23.2K)
Filed 2026-10-22
First Horizon Corp
UNCHANGED
Shares6,181 from 6,181
Change0 (0%)
Value$182.3K (-$6.1K)
Filed 2026-10-26
Piscataqua Savings Bank
UNCHANGED
Shares6,055 from 6,055
Change0 (0%)
Value$178.6K (-$5.9K)
Filed 2026-10-21
Latitude Advisors, LLC
NEW
Shares6,001
Change+6,001
Value$177.0K
Filed 2026-10-27
Key FInancial Inc
DECREASED
Shares5,514 from 5,742
Change-228 (-4%)
Value$162.7K (-$12.4K)
Filed 2026-11-02
High Point Wealth Management, LLC
INCREASED
Shares5,409 from 4,717
Change+692 (+15%)
Value$159.6K (+$15.7K)
Filed 2026-11-05
Bokf, NA
DECREASED
Shares4,910 from 6,240
Change-1,330 (-21%)
Value$144.8K (-$45.4K)
Filed 2026-10-27
Brown, Lisle Ings, Inc.
UNCHANGED
Shares4,497 from 4,497
Change0 (0%)
Value$132.7K (-$4.5K)
Filed 2026-10-16
John Boyer, Inc.
NEW
Shares4,361
Change+4,361
Value$128.7K
Filed 2026-10-27
Cherry Tree Wealth Management, LLC
DECREASED
Shares3,589 from 3,985
Change-396 (-10%)
Value$105.9K (-$15.6K)
Filed 2026-10-15
Union Savings Bank
UNCHANGED
Shares3,539 from 3,539
Change0 (0%)
Value$104.4K (-$3.5K)
Filed 2026-10-14
First Community Trust NA
NEW
Shares3,534
Change+3,534
Value$104.3K
Filed 2026-10-07
LFA - Lugano Financial Advisors SA
DECREASED
Shares3,141 from 3,237
Change-96 (-3%)
Value$92.7K (-$6.0K)
Filed 2026-11-03
Albion Financial Group
INCREASED
Shares3,050 from 2,950
Change+100 (+3%)
Value$90.0K (+$29)
Filed 2026-10-21
SBK Financial, Inc.
UNCHANGED
Shares2,950 from 2,950
Change0 (0%)
Value$87.0K (-$2.9K)
Filed 2026-11-02
Cornerstone National Bank & Trust Co
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$76.6K (-$2.6K)
Filed 2026-10-20
Pacifica Partners Inc.
UNCHANGED
Shares2,523 from 2,523
Change0 (0%)
Value$74.3K (-$2.6K)
Filed 2026-10-09
Dynamic Wealth Strategies, LLC
DECREASED
Shares2,489 from 8,981
Change-6,492 (-72%)
Value$73.4K (-$200.4K)
Filed 2026-10-16
Activest Wealth Management
UNCHANGED
Shares2,482 from 2,482
Change0 (0%)
Value$73.2K (-$2.5K)
Filed 2026-10-15
Creative Financial Designs Inc
UNCHANGED
Shares2,471 from 2,471
Change0 (0%)
Value$72.9K (-$2.4K)
Filed 2026-11-04
Westside Investment Management, Inc.
UNCHANGED
Shares2,458 from 2,458
Change0 (0%)
Value$72.5K (-$2.4K)
Filed 2026-11-02
Elevated Capital Advisors, LLC
DECREASED
Shares2,399 from 2,583
Change-184 (-7%)
Value$70.8K (-$8.0K)
Filed 2026-11-04
Trust Co
DECREASED
Shares2,396 from 2,451
Change-55 (-2%)
Value$70.7K (-$4.1K)
Filed 2026-10-09
Lodestone Wealth Management LLC
INCREASED
Shares2,376 from 2,028
Change+348 (+17%)
Value$70.1K (+$8.3K)
Filed 2026-10-14
Farmers & Merchants Investments Inc
INCREASED
Shares2,185 from 1,500
Change+685 (+46%)
Value$64.5K (+$18.7K)
Filed 2026-10-22
Tsfg, LLC
DECREASED
Shares2,030 from 2,105
Change-75 (-4%)
Value$60 (-$63.9K)
Filed 2026-10-23
Fairscale Capital, LLC
UNCHANGED
Shares2,028 from 2,028
Change0 (0%)
Value$57.7K (-$4.1K)
Filed 2026-11-04
Larson Financial Group LLC
INCREASED
Shares2,020 from 2,016
Change+4 (+0%)
Value$59.6K (-$1.9K)
Filed 2026-11-05
Bayban
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$61.0K ($0)
Filed 2026-11-05
Pflug Koory, LLC
INCREASED
Shares1,961 from 1,946
Change+15 (+1%)
Value$57.9K (-$1.5K)
Filed 2026-10-26
American National Bank & Trust
NEW
Shares1,956
Change+1,956
Value$57.7K
Filed 2026-10-07
American Capital Advisory, LLC
NEW
Shares1,805
Change+1,805
Value$53.2K
Filed 2026-10-28
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares1,777 from 1,777
Change0 (0%)
Value$52.4K (-$1.8K)
Filed 2026-10-27
Payden & Rygel
UNCHANGED
Shares1,697 from 1,697
Change0 (0%)
Value$50 (-$52.0K)
Filed 2026-10-28
Mather Group, Llc.
INCREASED
Shares1,687 from 960
Change+727 (+76%)
Value$49.8K (+$20.5K)
Filed 2026-10-14
Rossby Financial, LCC
INCREASED
Shares1,618 from 190
Change+1,428 (+752%)
Value$47.7K (+$41.9K)
Filed 2026-11-05
Physician Wealth Advisors, Inc.
INCREASED
Shares1,610 from 1,440
Change+170 (+12%)
Value$47.5K (+$3.6K)
Filed 2026-10-20
First Bancorp, Inc
UNCHANGED
Shares1,527 from 1,527
Change0 (0%)
Value$45.0K (-$1.5K)
Filed 2026-10-26
NBH Bank
UNCHANGED
Shares1,510 from 1,510
Change0 (0%)
Value$44.5K (-$1.5K)
Filed 2026-11-05
Roxbury Financial LLC
INCREASED
Shares1,425 from 1,408
Change+17 (+1%)
Value$42.1K (-$866)
Filed 2026-10-01
Avion Wealth
UNCHANGED
Shares1,385 from 1,385
Change0 (0%)
Value$40 (-$42.0K)
Filed 2026-11-04
Valley Wealth Managers, Inc.
DECREASED
Shares1,177 from 2,012
Change-835 (-41%)
Value$34.7K (-$26.6K)
Filed 2026-10-09
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares1,143 from 1,143
Change0 (0%)
Value$33.7K (-$1.1K)
Filed 2026-10-23
Financial Consulate, Inc
UNCHANGED
Shares1,140 from 1,140
Change0 (0%)
Value$33.6K (-$1.1K)
Filed 2026-10-23
Cassaday & Co Wealth Management LLC
INCREASED
Shares1,048 from 39
Change+1,009 (+2587%)
Value$30.9K (+$29.7K)
Filed 2026-10-27
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares1,046 from 1,046
Change0 (0%)
Value$30.9K (-$1.0K)
Filed 2026-10-15
Signature Resources Capital Management, LLC
NEW
Shares1,000
Change+1,000
Value$29.5K
Filed 2026-10-16
Salomon & Ludwin, LLC
DECREASED
Shares965 from 969
Change-4 (0%)
Value$28.5K (-$1.1K)
Filed 2026-10-29
Birch Financial Group, LLC
NEW
Shares931
Change+931
Value$27.5K
Filed 2026-10-27
Nvwm, LLC
UNCHANGED
Shares891 from 891
Change0 (0%)
Value$26.3K (-$883)
Filed 2026-10-14
Godsey & Gibb, Inc
UNCHANGED
Shares875 from 875
Change0 (0%)
Value$25.8K (-$866)
Filed 2026-10-14
EPG Wealth Management LLC
INCREASED
Shares819 from 814
Change+5 (+1%)
Value$24.2K (-$650)
Filed 2026-11-03
Golden State Wealth Management, LLC
INCREASED
Shares789 from 778
Change+11 (+1%)
Value$23.3K (-$445)
Filed 2026-11-02
Portfolio Resources Advisor Group, Inc.
UNCHANGED
Shares769 from 769
Change0 (0%)
Value$22.7K (-$761)
Filed 2026-10-20
Princeton Global Asset Management LLC
UNCHANGED
Shares752 from 752
Change0 (0%)
Value$22.2K (-$744)
Filed 2026-10-21
CX Institutional
INCREASED
Shares711 from 628
Change+83 (+13%)
Value$21 (+$2)
Filed 2026-10-02
1620 Investment Advisors, Inc.
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$20.7K (-$693)
Filed 2026-11-04
Elevation Wealth Partners, LLC
UNCHANGED
Shares670 from 670
Change0 (0%)
Value$19.8K (-$664)
Filed 2026-10-07
New England Capital Financial Advisors LLC
INCREASED
Shares612 from 606
Change+6 (+1%)
Value$18.0K (-$443)
Filed 2026-11-03
Gables Capital Management Inc.
UNCHANGED
Shares610 from 610
Change0 (0%)
Value$18.0K (-$604)
Filed 2026-11-04
Trust Co of Vermont
INCREASED
Shares600 from 250
Change+350 (+140%)
Value$17.7K (+$10.1K)
Filed 2026-10-21
Nemes Rush Group LLC
UNCHANGED
Shares520 from 520
Change0 (0%)
Value$15.3K (-$515)
Filed 2026-11-04
Atwood & Palmer Inc
DECREASED
Shares500 from 514
Change-14 (-3%)
Value$14.8K (-$922)
Filed 2026-10-08
Horrell Capital Management, Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$14.8K (-$495)
Filed 2026-10-08
Nova Financial LLC
NEW
Shares469
Change+469
Value$13.8K
Filed 2026-11-04
Buck Wealth Strategies, LLC
DECREASED
Shares457 from 545
Change-88 (-16%)
Value$13.5K (-$3.1K)
Filed 2026-10-28
William Mack & Associates, Inc.
NEW
Shares450
Change+450
Value$13.3K
Filed 2026-10-27
United Community Bank
UNCHANGED
Shares438 from 438
Change0 (0%)
Value$12.9K (-$434)
Filed 2026-10-28
Wealth Enhancement Trust Services, Inc.
NEW
Shares418
Change+418
Value$12.3K
Filed 2026-10-07
Canton Hathaway, LLC
NEW
Shares418
Change+418
Value$12.3K
Filed 2026-10-23
UMB Bank, n.a.
DECREASED
Shares400 from 14,743
Change-14,343 (-97%)
Value$11.8K (-$437.7K)
Filed 2026-11-06
Winch Advisory Services, LLC
INCREASED
Shares391 from 385
Change+6 (+2%)
Value$11.5K (-$220)
Filed 2026-11-06
Community Financial Services Group, LLC
UNCHANGED
Shares379 from 379
Change0 (0%)
Value$11.2K (-$383)
Filed 2026-10-15
Ascentis Independent Advisors
NEW
Shares350
Change+350
Value$10.3K
Filed 2026-11-03
Wolff Wiese Magana LLC
INCREASED
Shares340 from 255
Change+85 (+33%)
Value$10.0K (+$2.3K)
Filed 2026-10-15
Signaturefd, LLC
DECREASED
Shares336 from 1,019
Change-683 (-67%)
Value$9.9K (-$21.2K)
Filed 2026-10-23
Byrne Asset Management LLC
DECREASED
Shares325 from 425
Change-100 (-24%)
Value$9.6K (-$3.4K)
Filed 2026-10-06
Hazlett, Burt & Watson, Inc.
INCREASED
Shares325 from 225
Change+100 (+44%)
Value$9 (+$2)
Filed 2026-11-04
Global Trust Asset Management, LLC
UNCHANGED
Shares320 from 320
Change0 (0%)
Value$9.4K (-$317)
Filed 2026-10-19
Nfsg Corp
INCREASED
Shares307 from 125
Change+182 (+146%)
Value$9.0K (+$5.2K)
Filed 2026-10-15
Syntax Research, Inc.
UNCHANGED
Shares255 from 255
Change0 (0%)
Value$7.5K (-$252)
Filed 2026-11-04
JFS Wealth Advisors, LLC
DECREASED
Shares244 from 435
Change-191 (-44%)
Value$7.2K (-$6.1K)
Filed 2026-11-03
Lynch Investment Planning, LLC
NEW
Shares225
Change+225
Value$6.6K
Filed 2026-10-27
IMG Wealth Management, Inc.
INCREASED
Shares202 from 33
Change+169 (+512%)
Value$6.0K (+$5.0K)
Filed 2026-10-27
Angeles Investment Advisors, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$5.9K (-$198)
Filed 2026-10-22
WPG Advisers, LLC
INCREASED
Shares184 from 30
Change+154 (+513%)
Value$5.4K (+$4.5K)
Filed 2026-10-27
Pinnacle Bancorp, Inc.
INCREASED
Shares165 from 162
Change+3 (+2%)
Value$4.9K (-$93)
Filed 2026-10-21
Next Level Wealth Planning, LLC
NEW
Shares154
Change+154
Value$4.5K
Filed 2026-10-29
Richardson Financial Services Inc.
DECREASED
Shares139 from 147
Change-8 (-5%)
Value$4.1K (-$381)
Filed 2026-10-30
Versant Capital Management, Inc
UNCHANGED
Shares129 from 129
Change0 (0%)
Value$3.8K (-$127)
Filed 2026-10-02
Madden Securities Corp
NEW
Shares125
Change+125
Value$3.7K
Filed 2026-10-27
Coastline Trust Co
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$3.7K (-$123)
Filed 2026-10-01
Pathway Financial Advisers, LLC
NEW
Shares117
Change+117
Value$3.5K
Filed 2026-10-27
Beverly Hills Private Wealth, LLC
UNCHANGED
Shares111 from 111
Change0 (0%)
Value$3.3K (-$109)
Filed 2026-11-04
10Elms LLP
DECREASED
Shares100 from 101
Change-1 (-1%)
Value$3.0K (-$127)
Filed 2026-11-06
Bfsg, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$3.0K (-$99)
Filed 2026-10-30
SYM Financial Corp
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$2.2K (-$74)
Filed 2026-10-26
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$1.9K (-$63)
Filed 2026-10-30
POM Investment Strategies, LLC
INCREASED
Shares63 from 62
Change+1 (+2%)
Value$1.9K (-$36)
Filed 2026-10-20
Lloyd Advisory Services, Llc.
NEW
Shares59
Change+59
Value$1.7K
Filed 2026-11-02
Granite Investment Partners, LLC
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$1.7K (-$58)
Filed 2026-11-04
PayPay Securities Corp
INCREASED
Shares53 from 49
Change+4 (+8%)
Value$1.6K (+$70)
Filed 2026-10-27
Phillips Financial Management, LLC
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$1.2K (-$40)
Filed 2026-10-19
EverSource Wealth Advisors, LLC
DECREASED
Shares36 from 2,083
Change-2,047 (-98%)
Value$1.1K (-$62.4K)
Filed 2026-11-04
Addison Advisors LLC
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$1.1K (-$36)
Filed 2026-11-06
Manchester Capital Management LLC
DECREASED
Shares22 from 166
Change-144 (-87%)
Value$649 (-$4.4K)
Filed 2026-10-22
Mainstream Capital Management LLC
NEW
Shares18
Change+18
Value$531
Filed 2026-10-23
Towne Trust Company, N.a
NEW
Shares17
Change+17
Value$502
Filed 2026-10-28
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$354 (-$12)
Filed 2026-10-23
Davis Capital Management
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$302 (-$9)
Filed 2026-10-08
Polaris Financial Partners
NEW
Shares3
Change+3
Value$0
Filed 2026-10-02
Kingdom Financial Group Llc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$51 (-$1)
Filed 2026-11-04
Sagace Wealth Management LLC
CLOSED
Shares0 from 125,010
Change-125,010 (-100%)
Value$0 (-$3.8M)
Filed 2026-10-28
Paller Financial Services Inc
CLOSED
Shares0 from 56,700
Change-56,700 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-13
Guardian Capital, LLC
CLOSED
Shares0 from 44,048
Change-44,048 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-06
Jefferies Financial Group Inc.
CLOSED
Shares0 from 38,357
Change-38,357 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-05
Wolverine Asset Management LLC
CLOSED
Shares0 from 33,015
Change-33,015 (-100%)
Value$0 (-$1.0M)
Filed 2026-11-02
Culbertson A N & Co Inc
CLOSED
Shares0 from 29,192
Change-29,192 (-100%)
Value$0 (-$890.1K)
Filed 2026-10-21
PUREfi Wealth, LLC
CLOSED
Shares0 from 25,283
Change-25,283 (-100%)
Value$0 (-$770.9K)
Filed 2026-10-19
Stirlingshire Investments, Inc.
CLOSED
Shares0 from 17,351
Change-17,351 (-100%)
Value$0 (-$529.0K)
Filed 2026-11-05
Eclectic Associates Inc
CLOSED
Shares0 from 15,441
Change-15,441 (-100%)
Value$0 (-$470.8K)
Filed 2026-10-09
Argyle Capital Partners, LLC
CLOSED
Shares0 from 15,035
Change-15,035 (-100%)
Value$0 (-$458.4K)
Filed 2026-10-23
Wellington Shields & Co., LLC
CLOSED
Shares0 from 13,315
Change-13,315 (-100%)
Value$0 (-$406.0K)
Filed 2026-11-03
AlphaCentric Advisors LLC
CLOSED
Shares0 from 12,750
Change-12,750 (-100%)
Value$0 (-$388.7K)
Filed 2026-11-03
Cornerstone Wealth, LLC
CLOSED
Shares0 from 10,885
Change-10,885 (-100%)
Value$0 (-$333.3K)
Filed 2026-10-28
Columbia Advisory Partners LLC
CLOSED
Shares0 from 9,549
Change-9,549 (-100%)
Value$0 (-$291.1K)
Filed 2026-10-15
Patten & Patten Inc
CLOSED
Shares0 from 9,376
Change-9,376 (-100%)
Value$0 (-$285.9K)
Filed 2026-10-26
Stableford Capital II LLC
CLOSED
Shares0 from 9,325
Change-9,325 (-100%)
Value$0 (-$284.3K)
Filed 2026-10-09
Parsons Capital Management Inc
CLOSED
Shares0 from 8,558
Change-8,558 (-100%)
Value$0 (-$260.9K)
Filed 2026-10-28
Tempus Wealth Planning, LLC
CLOSED
Shares0 from 8,052
Change-8,052 (-100%)
Value$0 (-$245.5K)
Filed 2026-10-14
Bailard, Inc.
CLOSED
Shares0 from 7,987
Change-7,987 (-100%)
Value$0 (-$243.5K)
Filed 2026-10-13
Simon Quick Advisors, LLC
CLOSED
Shares0 from 7,715
Change-7,715 (-100%)
Value$0 (-$235.2K)
Filed 2026-10-26
Principal Financial Group Inc
CLOSED
Shares0 from 7,601
Change-7,601 (-100%)
Value$0 (-$231.8K)
Filed 2026-11-02
MKT Advisors LLC
CLOSED
Shares0 from 7,587
Change-7,587 (-100%)
Value$0 (-$231.5K)
Filed 2026-10-20
DLK Investment Management, LLC
CLOSED
Shares0 from 7,500
Change-7,500 (-100%)
Value$0 (-$236.6K)
Filed 2026-10-09
Wealthstar Advisors, LLC
CLOSED
Shares0 from 6,877
Change-6,877 (-100%)
Value$0 (-$209.7K)
Filed 2026-10-19
Krilogy Financial LLC
CLOSED
Shares0 from 6,874
Change-6,874 (-100%)
Value$0 (-$209.6K)
Filed 2026-10-13
RMR Wealth Builders
CLOSED
Shares0 from 6,751
Change-6,751 (-100%)
Value$0 (-$205.8K)
Filed 2026-10-22
Rhodes Investment Advisors Inc
CLOSED
Shares0 from 6,750
Change-6,750 (-100%)
Value$0 (-$205.8K)
Filed 2026-10-07
Silverleafe Capital Partners, LLC
CLOSED
Shares0 from 6,747
Change-6,747 (-100%)
Value$0 (-$205.7K)
Filed 2026-10-02
Peak Wealth Management LLC
CLOSED
Shares0 from 6,652
Change-6,652 (-100%)
Value$0 (-$202.8K)
Filed 2026-10-26
Advisor Resource Council
CLOSED
Shares0 from 6,604
Change-6,604 (-100%)
Value$0 (-$203.0K)
Filed 2026-11-05
Regions Financial Corp
CLOSED
Shares0 from 6,600
Change-6,600 (-100%)
Value$0 (-$201.2K)
Filed 2026-11-05
Nixon Peabody Trust Co
CLOSED
Shares0 from 6,597
Change-6,597 (-100%)
Value$0 (-$201.1K)
Filed 2026-10-23
Clearwave Capital, LLC
CLOSED
Shares0 from 6,594
Change-6,594 (-100%)
Value$0 (-$201.1K)
Filed 2026-10-27
Burney Co/
CLOSED
Shares0 from 6,561
Change-6,561 (-100%)
Value$0 (-$200.0K)
Filed 2026-10-15
AdvisorNet Financial, Inc
CLOSED
Shares0 from 6,238
Change-6,238 (-100%)
Value$0 (-$190.2K)
Filed 2026-10-15
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 5,558
Change-5,558 (-100%)
Value$0 (-$169.5K)
Filed 2026-11-03
MCF Advisors LLC
CLOSED
Shares0 from 4,886
Change-4,886 (-100%)
Value$0 (-$149.0K)
Filed 2026-10-28
Atlatl Advisers LLC
CLOSED
Shares0 from 4,082
Change-4,082 (-100%)
Value$0 (-$124.5K)
Filed 2026-10-22
GFS Advisors, LLC
CLOSED
Shares0 from 3,400
Change-3,400 (-100%)
Value$0 (-$731.1K)
Filed 2026-11-03
BankPlus Trust Department
CLOSED
Shares0 from 3,000
Change-3,000 (-100%)
Value$0 (-$91.5K)
Filed 2026-11-06
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 2,916
Change-2,916 (-100%)
Value$0 (-$88.9K)
Filed 2026-10-26
Cornerstone Planning Group LLC
CLOSED
Shares0 from 2,463
Change-2,463 (-100%)
Value$0 (-$75.0K)
Filed 2026-10-16
Rossmore Private Capital
CLOSED
Shares0 from 2,250
Change-2,250 (-100%)
Value$0 (-$68.6K)
Filed 2026-10-27
Islay Capital Management, LLC
CLOSED
Shares0 from 1,150
Change-1,150 (-100%)
Value$0 (-$35.1K)
Filed 2026-10-20
Gill Capital Partners, LLC
CLOSED
Shares0 from 627
Change-627 (-100%)
Value$0 (-$19.1K)
Filed 2026-10-13
Asset Dedication, LLC
CLOSED
Shares0 from 350
Change-350 (-100%)
Value$0 (-$10.7K)
Filed 2026-11-03
Concord Wealth Partners
CLOSED
Shares0 from 271
Change-271 (-100%)
Value$0 (-$8.3K)
Filed 2026-11-02
Hoese & Co LLP
CLOSED
Shares0 from 39
Change-39 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-21
Tucker Asset Management LLC
CLOSED
Shares0 from 38
Change-38 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-29
Russell Investments Group, Ltd.
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$615)
Filed 2026-11-06
True Wealth Design, LLC
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$458)
Filed 2026-10-13
Quest 10 Wealth Builders, Inc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$30)
Filed 2026-11-02
Arvest Investments, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-10-21
Bank of America Corp
N/A
Shares— from 22,963,937
Change-22,963,937 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 15,660,870
Change-15,660,870 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 8,515,883
Change-8,515,883 (-100%)
Value—
UBS Group AG
N/A
Shares— from 6,178,759
Change-6,178,759 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 4,297,648
Change-4,297,648 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 4,029,258
Change-4,029,258 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 3,203,324
Change-3,203,324 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,804,891
Change-2,804,891 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,329,875
Change-2,329,875 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 2,220,498
Change-2,220,498 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,585,246
Change-1,585,246 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,510,618
Change-1,510,618 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,401,024
Change-1,401,024 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 1,309,459
Change-1,309,459 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,307,900
Change-1,307,900 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 1,107,089
Change-1,107,089 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,105,164
Change-1,105,164 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,075,976
Change-1,075,976 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,047,946
Change-1,047,946 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 955,500
Change-955,500 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 900,451
Change-900,451 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 885,212
Change-885,212 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 857,103
Change-857,103 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 846,800
Change-846,800 (-100%)
Value—
Commerce Bank
N/A
Shares— from 825,814
Change-825,814 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 815,529
Change-815,529 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 722,542
Change-722,542 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 693,046
Change-693,046 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 652,995
Change-652,995 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 611,250
Change-611,250 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 575,662
Change-575,662 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 512,647
Change-512,647 (-100%)
Value—
&partners
N/A
Shares— from 504,999
Change-504,999 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 448,050
Change-448,050 (-100%)
Value—
Stephens Inc
N/A
Shares— from 446,632
Change-446,632 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 406,084
Change-406,084 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 404,432
Change-404,432 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 400,314
Change-400,314 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 390,866
Change-390,866 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 344,817
Change-344,817 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 320,505
Change-320,505 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 311,098
Change-311,098 (-100%)
Value—
Coral Wealth Management, LLC
N/A
Shares— from 285,927
Change-285,927 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 278,261
Change-278,261 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 275,574
Change-275,574 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 275,464
Change-275,464 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 274,900
Change-274,900 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 273,666
Change-273,666 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 261,480
Change-261,480 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 254,161
Change-254,161 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 247,668
Change-247,668 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 245,553
Change-245,553 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 244,872
Change-244,872 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 237,128
Change-237,128 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 231,957
Change-231,957 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 226,182
Change-226,182 (-100%)
Value—
Risk Paradigm Group, LLC
N/A
Shares— from 224,325
Change-224,325 (-100%)
Value—
CIM, LLC
N/A
Shares— from 210,735
Change-210,735 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 209,019
Change-209,019 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 205,499
Change-205,499 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 205,330
Change-205,330 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 197,799
Change-197,799 (-100%)
Value—
Beacon Harbor Wealth Advisors, Inc.
N/A
Shares— from 192,947
Change-192,947 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 182,148
Change-182,148 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 180,715
Change-180,715 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 177,000
Change-177,000 (-100%)
Value—
Chesapeake Capital Corp
N/A
Shares— from 164,858
Change-164,858 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 164,858
Change-164,858 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 159,753
Change-159,753 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 154,729
Change-154,729 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 152,552
Change-152,552 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 142,061
Change-142,061 (-100%)
Value—
Logan Stone Capital, LLC
N/A
Shares— from 140,725
Change-140,725 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 140,447
Change-140,447 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 136,488
Change-136,488 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 136,177
Change-136,177 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 135,316
Change-135,316 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 132,301
Change-132,301 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 131,833
Change-131,833 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 127,478
Change-127,478 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 127,304
Change-127,304 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 127,007
Change-127,007 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 125,400
Change-125,400 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 123,280
Change-123,280 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 122,869
Change-122,869 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 122,492
Change-122,492 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 122,168
Change-122,168 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 119,999
Change-119,999 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 119,561
Change-119,561 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 118,649
Change-118,649 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 116,282
Change-116,282 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 112,693
Change-112,693 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 110,422
Change-110,422 (-100%)
Value—
Opus Investment Management Inc
N/A
Shares— from 109,725
Change-109,725 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 108,482
Change-108,482 (-100%)
Value—
Winthrop Partners - WNY, LLC
N/A
Shares— from 106,483
Change-106,483 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 100,810
Change-100,810 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 99,787
Change-99,787 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 97,889
Change-97,889 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 97,720
Change-97,720 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 96,966
Change-96,966 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 93,858
Change-93,858 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 90,996
Change-90,996 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 87,005
Change-87,005 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 86,225
Change-86,225 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 85,413
Change-85,413 (-100%)
Value—
Mount Lucas Management LP
N/A
Shares— from 85,186
Change-85,186 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 84,060
Change-84,060 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 81,058
Change-81,058 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 80,363
Change-80,363 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 80,305
Change-80,305 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 76,724
Change-76,724 (-100%)
Value—
Palouse Capital Management, Inc.
N/A
Shares— from 76,377
Change-76,377 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 75,058
Change-75,058 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 74,617
Change-74,617 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 74,605
Change-74,605 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 73,230
Change-73,230 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 73,205
Change-73,205 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 73,136
Change-73,136 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 70,765
Change-70,765 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 68,385
Change-68,385 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 68,016
Change-68,016 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 67,832
Change-67,832 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 67,621
Change-67,621 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 67,141
Change-67,141 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 65,749
Change-65,749 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 64,754
Change-64,754 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 64,565
Change-64,565 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 63,721
Change-63,721 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 63,189
Change-63,189 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 63,141
Change-63,141 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 60,946
Change-60,946 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 57,475
Change-57,475 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 56,656
Change-56,656 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 56,257
Change-56,257 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 55,475
Change-55,475 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 55,024
Change-55,024 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 54,893
Change-54,893 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 53,850
Change-53,850 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 53,333
Change-53,333 (-100%)
Value—
Blair William & Co
N/A
Shares— from 52,946
Change-52,946 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 52,469
Change-52,469 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 51,604
Change-51,604 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 51,045
Change-51,045 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 50,176
Change-50,176 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 50,100
Change-50,100 (-100%)
Value—
Bowie Capital Management, LLC
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 49,993
Change-49,993 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 49,865
Change-49,865 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 48,098
Change-48,098 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 48,000
Change-48,000 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 47,589
Change-47,589 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 46,175
Change-46,175 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 45,545
Change-45,545 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 44,020
Change-44,020 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 43,993
Change-43,993 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 43,900
Change-43,900 (-100%)
Value—
Balanced Wealth Group LLC
N/A
Shares— from 41,850
Change-41,850 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 41,680
Change-41,680 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 41,214
Change-41,214 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 40,034
Change-40,034 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 39,949
Change-39,949 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 39,743
Change-39,743 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 39,696
Change-39,696 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 39,003
Change-39,003 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 37,929
Change-37,929 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 37,872
Change-37,872 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 37,469
Change-37,469 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 35,756
Change-35,756 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 35,682
Change-35,682 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 35,435
Change-35,435 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 34,735
Change-34,735 (-100%)
Value—
Bank of Marin
N/A
Shares— from 33,556
Change-33,556 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 33,278
Change-33,278 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 32,727
Change-32,727 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 32,357
Change-32,357 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 32,305
Change-32,305 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 32,125
Change-32,125 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 31,681
Change-31,681 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 31,199
Change-31,199 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 31,100
Change-31,100 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 30,906
Change-30,906 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 30,870
Change-30,870 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 30,553
Change-30,553 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 30,421
Change-30,421 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 30,055
Change-30,055 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 29,781
Change-29,781 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 29,590
Change-29,590 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 29,556
Change-29,556 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 29,493
Change-29,493 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 29,317
Change-29,317 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 28,850
Change-28,850 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 28,728
Change-28,728 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 28,630
Change-28,630 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 28,630
Change-28,630 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 28,131
Change-28,131 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 27,839
Change-27,839 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 27,345
Change-27,345 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 26,482
Change-26,482 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 26,331
Change-26,331 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 25,944
Change-25,944 (-100%)
Value—
Invst, LLC
N/A
Shares— from 25,530
Change-25,530 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 25,437
Change-25,437 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 25,264
Change-25,264 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 25,220
Change-25,220 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 25,200
Change-25,200 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 25,150
Change-25,150 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 23,882
Change-23,882 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 23,858
Change-23,858 (-100%)
Value—
FCA Corp
N/A
Shares— from 23,744
Change-23,744 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 23,641
Change-23,641 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 23,461
Change-23,461 (-100%)
Value—
Cornerstone Capital, Inc.
N/A
Shares— from 23,155
Change-23,155 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 23,016
Change-23,016 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 22,340
Change-22,340 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 21,915
Change-21,915 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 21,561
Change-21,561 (-100%)
Value—
Crabel Capital Management, LLC
N/A
Shares— from 21,052
Change-21,052 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 20,680
Change-20,680 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 20,553
Change-20,553 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 20,147
Change-20,147 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 20,003
Change-20,003 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 19,529
Change-19,529 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 19,435
Change-19,435 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 19,395
Change-19,395 (-100%)
Value—
FMR LLC
N/A
Shares— from 18,773
Change-18,773 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 18,612
Change-18,612 (-100%)
Value—
Cunning Capital Partners, LP
N/A
Shares— from 18,500
Change-18,500 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 18,095
Change-18,095 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 17,623
Change-17,623 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 17,575
Change-17,575 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 17,005
Change-17,005 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 16,943
Change-16,943 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 16,693
Change-16,693 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 16,668
Change-16,668 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 16,500
Change-16,500 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 16,144
Change-16,144 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 16,100
Change-16,100 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 15,974
Change-15,974 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 15,900
Change-15,900 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 15,763
Change-15,763 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 15,749
Change-15,749 (-100%)
Value—
EFG International AG
N/A
Shares— from 15,739
Change-15,739 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 15,686
Change-15,686 (-100%)
Value—
Formulate Financial LLC
N/A
Shares— from 15,365
Change-15,365 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 15,137
Change-15,137 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 15,123
Change-15,123 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 15,088
Change-15,088 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 14,961
Change-14,961 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 14,900
Change-14,900 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 14,835
Change-14,835 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 14,834
Change-14,834 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 14,698
Change-14,698 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 14,537
Change-14,537 (-100%)
Value—
Hunter Perkins Capital Management, LLC
N/A
Shares— from 14,468
Change-14,468 (-100%)
Value—
Bcwm, LLC
N/A
Shares— from 14,288
Change-14,288 (-100%)
Value—
Ground Swell Capital, LLC
N/A
Shares— from 14,216
Change-14,216 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 14,140
Change-14,140 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 14,000
Change-14,000 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 13,892
Change-13,892 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 13,762
Change-13,762 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 13,400
Change-13,400 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 13,302
Change-13,302 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 13,280
Change-13,280 (-100%)
Value—
Beck Bode, LLC
N/A
Shares— from 13,222
Change-13,222 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 13,090
Change-13,090 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 13,033
Change-13,033 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 12,500
Change-12,500 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 12,430
Change-12,430 (-100%)
Value—
United Bank
N/A
Shares— from 12,313
Change-12,313 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 12,231
Change-12,231 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 12,217
Change-12,217 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 11,855
Change-11,855 (-100%)
Value—
Easterly Investment Partners LLC
N/A
Shares— from 11,791
Change-11,791 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 11,621
Change-11,621 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 11,615
Change-11,615 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 11,602
Change-11,602 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 11,464
Change-11,464 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 11,440
Change-11,440 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 11,410
Change-11,410 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 11,084
Change-11,084 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 10,987
Change-10,987 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 10,955
Change-10,955 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 10,863
Change-10,863 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 10,490
Change-10,490 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 10,282
Change-10,282 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 10,265
Change-10,265 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 10,205
Change-10,205 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 10,202
Change-10,202 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 10,036
Change-10,036 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 9,997
Change-9,997 (-100%)
Value—
Wulff, Hansen & Co.
N/A
Shares— from 9,935
Change-9,935 (-100%)
Value—
R.H. Investment Group, LLC
N/A
Shares— from 9,900
Change-9,900 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 9,873
Change-9,873 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 9,819
Change-9,819 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 9,800
Change-9,800 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 9,666
Change-9,666 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 9,629
Change-9,629 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 9,611
Change-9,611 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 9,394
Change-9,394 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 9,379
Change-9,379 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 8,975
Change-8,975 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 8,971
Change-8,971 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 8,869
Change-8,869 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 8,634
Change-8,634 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 8,613
Change-8,613 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 8,598
Change-8,598 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 8,500
Change-8,500 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 8,400
Change-8,400 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 8,300
Change-8,300 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 8,213
Change-8,213 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 8,009
Change-8,009 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 7,617
Change-7,617 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 7,525
Change-7,525 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 7,488
Change-7,488 (-100%)
Value—
Ames National Corp
N/A
Shares— from 7,450
Change-7,450 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 7,426
Change-7,426 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 7,294
Change-7,294 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 7,285
Change-7,285 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 7,281
Change-7,281 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 7,268
Change-7,268 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 7,168
Change-7,168 (-100%)
Value—
BHK Investment Advisors, LLC
N/A
Shares— from 7,040
Change-7,040 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 7,032
Change-7,032 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 6,855
Change-6,855 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 6,659
Change-6,659 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 6,569
Change-6,569 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 6,027
Change-6,027 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 5,748
Change-5,748 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 5,654
Change-5,654 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 4,739
Change-4,739 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 4,311
Change-4,311 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 4,279
Change-4,279 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 3,902
Change-3,902 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 3,777
Change-3,777 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 3,762
Change-3,762 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 3,581
Change-3,581 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 3,572
Change-3,572 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 2,900
Change-2,900 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 2,870
Change-2,870 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 2,866
Change-2,866 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 2,803
Change-2,803 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 2,058
Change-2,058 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 1,930
Change-1,930 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 1,840
Change-1,840 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 1,757
Change-1,757 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,637
Change-1,637 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 1,544
Change-1,544 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 1,497
Change-1,497 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 1,427
Change-1,427 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 1,358
Change-1,358 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 1,352
Change-1,352 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 1,326
Change-1,326 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 1,276
Change-1,276 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 1,125
Change-1,125 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 980
Change-980 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 920
Change-920 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 919
Change-919 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 894
Change-894 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 830
Change-830 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 810
Change-810 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 745
Change-745 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 696
Change-696 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 625
Change-625 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 600
Change-600 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 600
Change-600 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 594
Change-594 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 514
Change-514 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 408
Change-408 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 270
Change-270 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 267
Change-267 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 265
Change-265 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 253
Change-253 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 250
Change-250 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 228
Change-228 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 164
Change-164 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 163
Change-163 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 156
Change-156 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 117
Change-117 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 80
Change-80 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 39
Change-39 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 11
Change-11 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
LPL Financial LLC
INCREASED7,859,9017,663,895+196,006+3%$233.7M$231.9M-$1.8M2026-11-06
First Interstate Bank
INCREASED3,096,6623,052,764+43,898+1%$93.1M$91.4M-$1.7M2026-10-23
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED2,056,0122,053,250+2,762+0%$62.6M$60.7M-$2.0M2026-10-14
Truist Financial Corp
DECREASED1,551,8661,600,665-48,799-3%$48.8M$45.8M-$3.0M2026-10-30
Fifth Third Bancorp
DECREASED1,444,0361,500,970-56,934-4%$45.8M$42.6M-$3.2M2026-11-05
US Bancorp \de\
DECREASED1,401,7831,494,948-93,165-6%$45.6M$41.4M-$4.2M2026-11-05
One Way Holdings LLC
INCREASED1,315,3041,185,745+129,559+11%$36.2M$38.8M+$2.6M2026-10-29
Commonwealth Equity Services, LLC
INCREASED1,189,3141,165,342+23,972+2%$35.5M$35.1M-$446.5K2026-11-02
Hennion & Walsh Asset Management, Inc.
DECREASED885,715895,614-9,899-1%$27.3M$26.1M-$1.2M2026-10-13
Wealth Enhancement Advisory Services, LLC
DECREASED849,891874,523-24,632-3%$25.4M$23.7M-$1.8M2026-10-13
Deutsche Bank Ag\
INCREASED802,941584,595+218,346+37%$17.8M$23.7M+$5.9M2026-11-06
Citigroup Inc
INCREASED708,520683,088+25,432+4%$20.8M$20.9M+$74.0K2026-11-04
Greenleaf Trust
DECREASED684,4061,319,393-634,987-48%$40.2M$20.2M-$20.0M2026-10-29
SeaBridge Investment Advisors LLC
INCREASED675,847654,287+21,560+3%$19.9M$19.9M-$11.7K2026-11-02
Northside Capital Management, LLC
INCREASED670,321620,223+50,098+8%$18.9M$19.8M+$863.9K2026-10-13
Kestra Advisory Services, LLC
INCREASED659,489596,777+62,712+11%$18.2M$19.5M+$1.3M2026-11-02
Independence Financial Advisors, LLC
INCREASED592,489543,016+49,473+9%$16.6M$17.5M+$921.9K2026-10-08
Markowski Investments
INCREASED552,068549,635+2,433+0%$16.8M$16.3M-$472.4K2026-10-30
Collective Family Office LLC
INCREASED543,732347,077+196,655+57%$10.6M$16.0M+$5.5M2026-10-05
Keybank National Association
DECREASED538,549585,208-46,659-8%$17.8M$15.9M-$2.0M2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED528,543611,534-82,991-14%$18.6M$15.6K-$18.6M2026-11-02
Welch & Forbes LLC
DECREASED501,259521,867-20,608-4%$15.9M$14.8M-$1.1M2026-11-04
Park Avenue Securities LLC
INCREASED474,816438,413+36,403+8%$13.4M$14.0K-$13.4M2026-10-26
Ballast, Inc.
DECREASED437,716450,713-12,997-3%$13.7M$12.9M-$829.6K2026-10-20
Robertson Stephens Wealth Management, LLC
INCREASED430,524420,468+10,056+2%$12.8M$12.7M-$119.6K2026-10-16
Stablepoint Partners, LLC
INCREASED393,406346,842+46,564+13%$10.6M$11.6M+$1.0M2026-11-03
Conning Inc.
UNCHANGED390,500390,50000%$11.9M$11.5M-$386.6K2026-10-27
SBI Securities Co., Ltd.
DECREASED372,643384,915-12,272-3%$11.7M$11.0M-$743.1K2026-10-22
Tanager Wealth Management LLP
INCREASED364,733297,175+67,558+23%$9.1M$10.8M+$1.7M2026-10-19
Mountain Hill Investment Partners Corp.
UNCHANGED336,638336,63800%$10.3M$9.9M-$333.3K2026-10-23
Savant Capital, LLC
INCREASED335,496169,592+165,904+98%$5.2M$9.9M+$4.7M2026-11-06
Cordoba Advisory Partners LLC
DECREASED308,159509,545-201,386-40%$15.5M$9.1M-$6.4M2026-10-19
Prospera Financial Services Inc
INCREASED307,881300,766+7,115+2%$9.2M$8.8M-$405.1K2026-11-04
Angeles Wealth Management, LLC
INCREASED299,021284,867+14,154+5%$8.7M$8.8M+$135.5K2026-10-26
D.A. Davidson & Co.
INCREASED284,711226,934+57,777+25%$6.9M$8.4M+$1.5M2026-10-28
AMG National Trust Bank
DECREASED270,048289,548-19,500-7%$8.8M$8.0M-$861.9K2026-11-05
Florida Trust Wealth Management Co
DECREASED269,294319,156-49,862-16%$9.7M$7.9M-$1.8M2026-11-05
Lido Advisors, LLC
INCREASED268,380237,237+31,143+13%$7.2M$7.9M+$683.9K2026-11-04
Mesirow Financial Investment Management, Inc.
INCREASED250,891249,354+1,537+1%$7.6M$7.4M-$201.5K2026-11-05
Oppenheimer & Co Inc
INCREASED249,546157,305+92,241+59%$4.8M$7.4M+$2.6M2026-10-26
Arch Global Advisors, LLC
INCREASED232,376210,950+21,426+10%$6.4M$6.9M+$423.2K2026-10-23
Paulson Wealth Management Inc.
INCREASED222,485196,400+26,085+13%$6.0M$6.6M+$575.1K2026-11-02
Davenport & Co LLC
INCREASED209,550209,275+275+0%$6.4M$6.2M-$199.1K2026-10-14
Blue Fin Capital, Inc.
INCREASED206,012197,393+8,619+4%$6.0M$6.1M+$58.9K2026-10-28
Fortress Financial Solutions, LLC
NEW204,768—+204,768——$6.0M—2026-10-14
Brindle & Bay Financial Advisors, LLC
INCREASED200,545146,044+54,501+37%$4.5M$5.9M+$1.5M2026-10-15
Investors Research Corp
INCREASED199,788185,703+14,085+8%$5.7M$5.9M+$231.7K2026-10-07
MassMutual Private Wealth & Trust, FSB
DECREASED199,558205,596-6,038-3%$6.3M$5.9M-$381.7K2026-10-05
Kentucky Trust Co
INCREASED195,477191,794+3,683+2%$5.8M$5.8M-$81.2K2026-10-15
Assetmark, Inc
DECREASED188,303190,736-2,433-1%$5.8M$5.6M-$260.6K2026-10-21
Brookstone Capital Management
DECREASED184,816187,783-2,967-2%$5.7M$5.5M-$273.4K2026-10-22
Thrivent Financial for Lutherans
INCREASED182,54985,679+96,870+113%$2.6M$5.4M+$2.8M2026-11-05
Fragasso Financial Advisors Inc
INCREASED176,92270,135+106,787+152%$2.1M$5.2M+$3.1M2026-10-13
Capital Square, LLC
DECREASED175,433190,836-15,403-8%$5.8M$5.2M-$652.9K2026-10-19
Gerber Kawasaki Wealth & Investment Management
DECREASED174,771198,109-23,338-12%$6.0M$5.2M-$884.6K2026-10-29
Farrow Financial, Inc.
INCREASED172,682171,879+803+0%$5.2M$5.1M-$146.5K2026-10-30
Eagle Harbor Asset Management Inc
INCREASED170,731155,397+15,334+10%$4.7M$5.0M+$298.5K2026-10-21
Independent Financial Group, LLC
DECREASED166,253186,644-20,391-11%$5.7M$4.9M-$786.3K2026-10-13
International City Management Association Retirement Corp
NEW163,509—+163,509——$4.8M—2026-10-26
Insight Wealth Strategies, LLC
INCREASED158,936154,475+4,461+3%$4.7M$4.7M-$18.2K2026-10-09
BOS Asset Management, LLC
DECREASED158,564166,763-8,199-5%$5.1M$4.7M-$406.9K2026-10-09
Concurrent Investment Advisors, LLC
INCREASED158,170108,778+49,392+45%$3.3M$4.7M+$1.3M2026-10-16
Compass Financial Management LLC
INCREASED149,071142,205+6,866+5%$4.4M$4.4M+$46.5K2026-10-30
Creative Planning
DECREASED147,849173,537-25,688-15%$5.3M$4.4M-$929.6K2026-11-02
Carnegie Investment Counsel
NEW144,140—+144,140——$4.3M—2026-10-20
Charles Schwab Trust Co
INCREASED140,40657,399+83,007+145%$1.8M$4.1M+$2.4M2026-10-15
Bank of Stockton
INCREASED139,468136,819+2,649+2%$4.2M$4.1M-$57.3K2026-10-20
Cypress Wealth Services, LLC
DECREASED138,051140,409-2,358-2%$4.3M$4.1M-$205.8K2026-10-21
XML Financial, LLC
INCREASED137,740135,552+2,188+2%$4.1M$4.1M-$69.6K2026-10-29
First Citizens Bank & Trust Co
DECREASED136,064388,438-252,374-65%$11.8M$4.0M-$7.8M2026-10-14
Wealth Advisory Solutions, LLC
INCREASED134,375134,120+255+0%$4.1M$4.0M-$125.3K2026-10-20
Old National Bancorp
INCREASED133,192121,657+11,535+9%$3.7M$3.9M+$219.8K2026-10-20
Falcon Wealth Planning
INCREASED132,20090,684+41,516+46%$2.8M$3.9M+$1.1M2026-11-06
Financial Advisory Partners, LLC
DECREASED130,897143,749-12,852-9%$4.4M$3.9M-$521.4K2026-10-23
Perennial Advisors, LLC
DECREASED130,450135,297-4,847-4%$4.1M$3.8M-$276.9K2026-10-13
Integrated Advisors Network LLC
INCREASED127,520125,012+2,508+2%$3.8M$3.8M-$49.8K2026-10-20
Apella Capital, LLC
DECREASED127,164138,534-11,370-8%$4.2M$3.7M-$491.9K2026-10-08
Freedom Day Solutions, LLC
DECREASED126,842236,211-109,369-46%$7.2M$3.7M-$3.5M2026-10-20
Aletheian Wealth Advisors LLC
INCREASED123,636111,820+11,816+11%$3.4M$3.6M+$237.9K2026-10-08
Kestra Private Wealth Services, LLC
DECREASED122,341127,007-4,666-4%$3.9M$3.6M-$263.4K2026-11-06
Community Bank, N.A.
INCREASED119,318113,132+6,186+5%$3.4M$3.5M+$71.6K2026-11-06
Curbstone Financial Management Corp
DECREASED113,863115,863-2,000-2%$3.5M$3.4M-$173.7K2026-10-21
RFG Advisory, LLC
DECREASED109,754112,527-2,773-2%$3.4M$3.2M-$193.2K2026-11-03
Ashton Thomas Private Wealth, LLC
INCREASED108,82193,191+15,630+17%$2.8M$3.2M+$368.9K2026-11-03
Shulman DeMeo Asset Management LLC
DECREASED108,314110,608-2,294-2%$3.4M$3.2M-$178.3K2026-10-09
Dynamic Advisor Solutions LLC
INCREASED106,09293,368+12,724+14%$2.8M$3.1M+$282.9K2026-10-13
Amicus Financial Advisors, LLC
DECREASED105,346108,339-2,993-3%$3.3M$3.1M-$195.5K2026-11-03
Meridian Wealth Management, LLC
INCREASED102,52699,469+3,057+3%$3.0M$3.0M-$8.3K2026-11-05
PNC Financial Services Group, Inc.
DECREASED101,831121,464-19,633-16%$3.7M$3.0M-$699.4K2026-11-06
Wedbush Securities Inc
DECREASED100,642123,077-22,435-18%$3.8M$3.0K-$3.8M2026-10-22
HUB Investment Partners, LLC
INCREASED99,93098,183+1,747+2%$3.0M$2.9M-$45.7K2026-11-03
Post Resch Tallon Group Inc.
INCREASED99,82095,296+4,524+5%$2.9M$2.9M+$39.1K2026-10-09
Sterling Investment Advisors, Ltd.
INCREASED99,16097,573+1,587+2%$3.0M$2.9M-$49.8K2026-10-27
Atria Investments, Inc
DECREASED98,514119,435-20,921-18%$3.6M$2.9M-$735.4K2026-10-15
Parallel Advisors, LLC
DECREASED97,744104,356-6,612-6%$3.2M$2.9M-$298.4K2026-11-03
Platform Technology Partners
DECREASED95,80496,454-650-1%$2.9M$2.8M-$114.7K2026-11-02
Liberty Capital Management, Inc.
DECREASED95,11597,748-2,633-3%$3.0M$2.8M-$174.4K2026-11-02
Mezzasalma Advisors, LLC
INCREASED93,78512,195+81,590+669%$371.8K$2.8M+$2.4M2026-10-14
Montis Financial, LLC
DECREASED93,51499,836-6,322-6%$3.0M$2.8M-$285.3K2026-11-04
Crown Oak Advisors, LLC
INCREASED92,03291,678+354+0%$2.8M$2.7M-$80.3K2026-10-16
Infinity Wealth Counsel, LLC
INCREASED91,43989,779+1,660+2%$2.7M$2.7M-$39.9K2026-10-15
Tctc Holdings, LLC
INCREASED90,84788,647+2,200+2%$2.7M$2.7M-$22.9K2026-11-02
Legacy Capital Wealth Partners, LLC
INCREASED90,71985,513+5,206+6%$2.6M$2.7M+$68.9K2026-10-21
Winthrop Capital Management, LLC
INCREASED89,73486,643+3,091+4%$2.6M$2.6M+$5.2K2026-11-05
Sharper & Granite LLC
DECREASED89,51589,765-2500%$2.7M$2.7M-$22.8K2026-11-02
Graetz Wealth LLC
INCREASED89,29287,802+1,490+2%$2.7M$2.6M-$43.0K2026-10-27
KMG Fiduciary Partners, LLC
INCREASED88,44284,961+3,481+4%$2.6M$2.6M+$18.6K2026-10-14
Allworth Financial LP
INCREASED87,31386,243+1,070+1%$2.6M$2.7M+$32.6K2026-11-06
Tran Capital Management, L.P.
DECREASED86,13886,278-1400%$2.6M$2.5M-$89.5K2026-10-19
RMR Capital Management, LLC
DECREASED85,92887,427-1,499-2%$2.7M$2.5M-$130.8K2026-10-23
Congress Asset Management Co
DECREASED85,67187,923-2,252-3%$2.7M$2.5M-$153.5K2026-10-06
Smith Shellnut Wilson LLC
DECREASED83,93886,449-2,511-3%$2.6M$2.5M-$159.7K2026-10-21
Farther Finance Advisors, LLC
INCREASED81,52829,680+51,848+175%$905.0K$2.4M+$1.5M2026-10-08
Peoples Bank
DECREASED80,23080,747-517-1%$2.5M$2.4M-$95.2K2026-10-09
Armstrong Advisory Group, Inc
INCREASED79,76879,209+559+1%$2.4M$2.4M-$61.9K2026-10-09
VestGen Advisors, LLC
INCREASED79,67653,770+25,906+48%$1.6M$2.4M+$711.0K2026-10-27
Roman Butler Fullerton & Co
DECREASED79,48888,690-9,202-10%$2.7M$2.3M-$399.3K2026-10-27
Courier Capital LLC
DECREASED76,97077,894-924-1%$2.4M$2.3M-$104.4K2026-10-19
NBT Bank, N.A.
DECREASED76,84089,871-13,031-14%$2.7M$2.3M-$473.4K2026-10-21
Atlantic Edge Private Wealth Management, LLC
DECREASED76,41580,947-4,532-6%$2.5M$2.3M-$213.8K2026-10-20
Nations Financial Group Inc,
DECREASED75,91778,721-2,804-4%$2.4M$2.2M-$160.6K2026-11-05
Verdence Capital Advisors LLC
NEW75,074—+75,074——$2.2M—2026-10-26
Focus Wealth Advisors, LLC
INCREASED73,89972,989+910+1%$2.2M$2.2M-$45.4K2026-10-14
Burke & Herbert Bank & Trust Co
INCREASED73,85573,515+340+0%$2.2M$2.2M-$62.8K2026-11-02
Dumont & Blake Investment Advisors LLC
DECREASED73,83874,289-451-1%$2.3M$2.2M-$86.9K2026-10-28
Duncker Streett & Co Inc
INCREASED72,46770,136+2,331+3%$2.1M$2.1M-$6702026-10-27
Whitener Capital Management, Inc.
INCREASED72,44068,077+4,363+6%$2.1M$2.1M+$61.3K2026-10-15
J.W. Cole Advisors, Inc.
INCREASED70,36667,184+3,182+5%$2.0M$2.1M+$27.3K2026-11-05
Wealthcare Advisory Partners LLC
INCREASED68,18465,144+3,040+5%$2.0M$2.0M+$25.2K2026-10-21
Brighton Jones LLC
INCREASED67,71167,309+402+1%$2.1M$2.0M-$54.8K2026-11-03
AlphaCore Capital LLC
INCREASED67,64762,857+4,790+8%$1.9M$2.0M+$79.1K2026-11-04
Capstone Wealth Management Group, Inc.
DECREASED67,37170,806-3,435-5%$2.2M$2.0M-$171.4K2026-10-19
SP Asset Management LLC
INCREASED67,09966,253+846+1%$2.0M$2.0M-$40.6K2026-11-05
Farrell Financial LLC
INCREASED66,97164,570+2,401+4%$2.0M$2.0M+$6.9K2026-10-16
Stronghold Wealth Management L.L.C.
DECREASED66,05766,681-624-1%$2.0M$1.9M-$84.4K2026-10-16
Ibex Wealth Advisors
DECREASED64,98065,754-774-1%$2.0M$1.9M-$87.9K2026-11-06
DT Investment Partners, LLC
DECREASED64,83768,414-3,577-5%$2.1M$1.9M-$173.3K2026-10-27
Level Four Advisory Services, LLC
INCREASED64,15663,177+979+2%$1.9M$1.9M-$33.8K2026-11-06
Powell Investment Advisors, LLC
DECREASED64,02564,624-599-1%$2.0M$1.9M-$81.6K2026-10-22
Arista Wealth Management, LLC
DECREASED63,90669,716-5,810-8%$2.1M$1.9M-$240.4K2026-10-29
Wendell David Associates Inc
UNCHANGED63,06263,06200%$1.9M$1.9K-$1.9M2026-10-27
MGO One Seven LLC
DECREASED62,97789,334-26,357-29%$2.7M$1.9M-$866.0K2026-10-28
Greenwood Capital Associates LLC
DECREASED62,59062,930-340-1%$1.9M$1.8M-$72.3K2026-10-27
McAdam, LLC
INCREASED61,99321,323+40,670+191%$650.1K$1.8M+$1.2M2026-10-21
Thrive Capital Management, LLC
INCREASED60,84759,663+1,184+2%$1.8M$1.8M-$24.1K2026-10-28
Fell Capital Management
DECREASED60,38460,984-600-1%$1.9M$1.8M-$78.1K2026-10-09
KOM Wealth Management Group, LLC
INCREASED59,13543,473+15,662+36%$1.3M$1.7M+$419.0K2026-10-15
Sage Investment Advisers LLC
INCREASED58,86455,595+3,269+6%$1.7M$1.7M+$41.4K2026-10-21
Procyon Advisors, LLC
DECREASED58,63869,736-11,098-16%$2.1M$1.7M-$396.4K2026-10-21
Fagan Associates, Inc.
DECREASED58,17359,217-1,044-2%$1.8M$1.7M-$89.4K2026-10-13
Grey Ledge Advisors, LLC
INCREASED57,80857,758+50+0%$1.8M$1.7M-$55.7K2026-11-02
Fifth Third Securities, Inc.
INCREASED57,52632,320+25,206+78%$985.5K$1.7M+$711.6K2026-10-21
Aprio Wealth Management, LLC
DECREASED57,120108,135-51,015-47%$3.3M$1.7M-$1.6M2026-10-28
Sky Investment Group LLC
NEW56,560—+56,560——$1.7M—2026-10-30
Midwest Trust Co
INCREASED56,38553,605+2,780+5%$1.6M$1.7M+$28.9K2026-10-22
OpenArc Corporate Advisory, LLC
DECREASED54,85958,584-3,725-6%$1.8M$1.6M-$167.9K2026-10-21
Chicago Partners Investment Group LLC
DECREASED53,56754,298-731-1%$1.6M$1.5M-$95.4K2026-10-27
Noesis Capital Mangement Corp
UNCHANGED53,46453,46400%$1.6M$1.6M-$52.9K2026-10-26
B. Riley Wealth Advisors, Inc.
INCREASED52,43637,234+15,202+41%$1.1M$1.5M+$407.1K2026-10-13
Wavvest Wealth LLC
NEW51,518—+51,518——$1.5M—2026-10-21
Somerset Trust Co
INCREASED50,41449,933+481+1%$1.5M$1.5M-$35.2K2026-10-13
Ariadne Wealth Management, LP
UNCHANGED49,85049,85000%$1.5M$1.5M-$49.4K2026-11-06
Fogel Capital Management, Inc.
DECREASED49,72749,997-270-1%$1.5M$1.5M-$57.5K2026-11-04
Aviance Capital Partners, LLC
DECREASED49,67750,500-823-2%$1.5M$1.5M-$74.3K2026-10-29
Soltis Investment Advisors LLC
NEW49,573—+49,573——$1.5M—2026-10-28
Aventus Investment Advisors, Inc.
DECREASED49,45449,599-1450%$1.5M$1.5M-$53.4K2026-10-09
IFP Advisors, Inc
INCREASED49,01246,412+2,600+6%$1.4M$1.4M+$30.8K2026-10-16
CGN Advisors LLC
INCREASED48,64537,538+11,107+30%$1.1M$1.4M+$290.5K2026-10-21
Sunbeam Capital Management, LLC
INCREASED48,43248,431+10%$1.5M$1.4M-$47.9K2026-11-05
First National Trust Co
INCREASED47,83347,382+451+1%$1.4M$1.4M-$33.6K2026-10-28
Atlas Private Wealth Advisors
DECREASED47,79749,917-2,120-4%$1.5M$1.4M-$112.0K2026-10-23
Carson Advisory Inc.
DECREASED47,75047,950-2000%$1.5M$1.4M-$53.4K2026-11-06
Mcrae Capital Management Inc
DECREASED47,67150,646-2,975-6%$1.5M$1.4M-$137.9K2026-10-15
Hohimer Wealth Management, LLC
DECREASED47,66260,486-12,824-21%$1.8M$1.4M-$438.2K2026-11-04
Arcataur Capital Management LLC
UNCHANGED47,03247,03200%$1.4M$1.4M-$46.6K2026-10-21
Daymark Wealth Partners, LLC
INCREASED46,81644,612+2,204+5%$1.4M$1.4M+$20.9K2026-11-04
CWA Asset Management Group, LLC
INCREASED46,74628,161+18,585+66%$858.6K$1.4M+$520.4K2026-10-19
Fortis Group Advisors, LLC
INCREASED46,20644,984+1,222+3%$1.4M$1.3M-$55.0K2026-11-06
FC Advisory LLC
INCREASED45,64844,339+1,309+3%$1.4M$1.3M-$5.3K2026-10-05
Money Concepts Capital Corp
DECREASED45,50146,205-704-2%$1.4M$1.3M-$66.5K2026-11-06
Rainey & Randall Wealth Advisors Inc.
DECREASED44,62751,632-7,005-14%$1.6M$1.3M-$257.8K2026-10-26
SS&H Financial Advisors, Inc.
DECREASED44,52556,325-11,800-21%$1.7M$1.3K-$1.7M2026-10-28
StoneX Group Inc.
INCREASED44,33310,806+33,527+310%$329.5K$1.3M+$996.6K2026-11-03
Asset Advisory Group, Inc.
INCREASED44,13344,082+51+0%$1.3M$1.3M-$42.1K2026-10-20
Financial Insights, Inc.
DECREASED43,61647,116-3,500-7%$1.4M$1.3M-$149.9K2026-10-27
NorthCrest Asset Manangement, LLC
INCREASED43,26341,264+1,999+5%$1.3M$1.3M+$9.6K2026-10-13
Cornerstone Advisors Asset Management, LLC
DECREASED43,15943,644-485-1%$1.3M$1.3M-$57.5K2026-11-06
Jacobi Capital Management LLC
DECREASED43,08945,683-2,594-6%$1.4M$1.3M-$121.7K2026-11-05
Colony Family Offices, LLC
INCREASED42,41539,960+2,455+6%$1.2M$1.3M+$32.9K2026-10-22
Joseph P. Lucia & Associates, LLC
DECREASED42,17943,129-950-2%$1.3M$1.2M-$70.7K2026-10-30
Cordatus Wealth Management LLC
DECREASED42,12445,239-3,115-7%$1.4M$1.2M-$136.7K2026-10-19
Laurel OAK Wealth Management, LLC
INCREASED41,91738,716+3,201+8%$1.2M$1.2M+$56.1K2026-10-19
Prime Capital Investment Advisors, LLC
DECREASED41,55447,665-6,111-13%$1.5M$1.2M-$227.4K2026-10-20
Providence First Trust Co
INCREASED41,51240,234+1,278+3%$1.2M$1.2M-$2.1K2026-11-02
Lanark Financial, Inc.
DECREASED41,31143,381-2,070-5%$1.3M$1.2M-$104.0K2026-10-26
Signal Advisors Wealth, LLC
INCREASED41,08327,051+14,032+52%$824.8K$1.2M+$387.2K2026-10-13
Signature Equity Partners, LLC
INCREASED40,04936,208+3,841+11%$1.1M$1.2M+$77.5K2026-10-29
Cadent Capital Advisors, LLC
DECREASED40,04141,982-1,941-5%$1.3M$1.2M-$98.8K2026-10-09
Stonebridge Advisors LLC
NEW38,850—+38,850——$1.1M—2026-11-06
New England Private Wealth Advisors LLC
INCREASED38,79238,464+328+1%$1.2M$1.1M-$15.7K2026-10-19
PFG Advisors
INCREASED38,61736,032+2,585+7%$1.1M$1.1M+$40.6K2026-10-16
City Holding Co
DECREASED37,58839,007-1,419-4%$1.2M$1.1M-$80.1K2026-10-19
Seamount Financial Group Inc
DECREASED37,39038,592-1,202-3%$1.2M$1.1M-$73.7K2026-10-21
Wealthcare Capital Partners, LLC
INCREASED37,24136,298+943+3%$1.1M$1.1M-$8.1K2026-10-21
Primoris Wealth Advisors, LLC
DECREASED36,90037,046-1460%$1.1M$1.1M-$41.0K2026-10-28
Montecito Bank & Trust
UNCHANGED36,37236,37200%$1.1M$1.1M-$36.0K2026-10-01
Blue Trust, Inc.
INCREASED35,99530,493+5,502+18%$929.7K$1.1M+$132.1K2026-10-15
Citizens Financial Group Inc
DECREASED35,98139,033-3,052-8%$1.2M$1.1M-$128.7K2026-10-23
KG Capital Management
INCREASED35,71431,213+4,501+14%$951.7K$1.1M+$101.9K2026-10-15
Merit Financial Group, LLC
DECREASED35,602115,434-79,832-69%$3.5M$1.1M-$2.5M2026-11-06
True Private Wealth Advisors
INCREASED35,10935,074+35+0%$1.1M$1.0M-$33.7K2026-10-19
Elevation Point Wealth Partners, LLC
DECREASED34,84837,794-2,946-8%$1.2M$1.0M-$124.3K2026-11-05
Apollon Wealth Management, LLC
DECREASED34,82238,539-3,717-10%$1.2M$1.0M-$147.8K2026-10-23
Bath Savings Trust Co
DECREASED34,79648,607-13,811-28%$1.5M$1.0M-$455.5K2026-10-07
Etesian Wealth Advisors, Inc.
DECREASED34,78636,592-1,806-5%$1.1M$1.0M-$89.5K2026-10-27
Magnus Financial Group LLC
NEW34,377—+34,377——$1.0M—2026-10-21
Telos Capital Management, Inc.
INCREASED34,22432,338+1,886+6%$986.0K$1.0M+$23.6K2026-11-02
Romano Brothers and Company
DECREASED34,12134,721-600-2%$1.1M$1.0M-$52.1K2026-10-22
Flagship Harbor Advisors, LLC
INCREASED34,00332,968+1,035+3%$1.0M$1.0M-$2.1K2026-10-26
CMG Global Holdings, LLC
UNCHANGED33,52833,52800%$1.0M$989.1K-$33.2K2026-10-14
Cordgrass Capital Advisors, LLC
UNCHANGED33,51833,51800%$1.0M$988.8K-$33.2K2026-10-30
Kingswood Wealth Advisors, LLC
INCREASED33,34813,251+20,097+152%$404.0K$983.8K+$579.8K2026-10-23
Realta Investment Advisors
INCREASED33,22733,211+16+0%$1.0M$980.2K-$32.4K2026-10-14
SVB Wealth LLC
DECREASED32,66238,886-6,224-16%$1.2M$963.5K-$222.1K2026-11-06
Cowa, LLC
INCREASED32,40025,979+6,421+25%$792.1K$955.8K+$163.7K2026-10-30
Ipswich Investment Management Co., Inc.
UNCHANGED32,36432,36400%$986.8K$954.7K-$32.0K2026-10-13
Titleist Asset Management, LLC
INCREASED32,14430,915+1,229+4%$942.6K$948.2K+$5.7K2026-10-08
Focus Financial Network, Inc.
DECREASED31,63435,190-3,556-10%$1.1M$933.2K-$139.7K2026-10-14
Canandaigua National Bank & Trust Co
DECREASED31,18637,814-6,628-18%$1.2M$920.0K-$233.0K2026-10-07
Prairiewood Capital, LLC
DECREASED30,87534,975-4,100-12%$1.1M$910.8K-$155.6K2026-10-16
North Forty Two & Co.
DECREASED30,70130,736-350%$937.1K$905.7K-$31.5K2026-10-19
Patriot Investment Management Group, Inc.
INCREASED30,49129,355+1,136+4%$895.0K$899.5K+$4.5K2026-10-15
Rockingstone Advisors LLC
DECREASED30,41233,692-3,280-10%$1.0M$897.2K-$130.1K2026-10-16
Pinnacle Associates LTD
DECREASED30,26034,041-3,781-11%$1.0M$892.7K-$145.2K2026-10-20
Connecticut Wealth Management, LLC
DECREASED30,23442,940-12,706-30%$1.3M$891.9K-$417.3K2026-10-13
Texas Bank & Trust Co
DECREASED29,66739,802-10,135-25%$1.2M$875.2K-$338.4K2026-11-04
Accel Wealth Management
DECREASED29,66531,827-2,162-7%$970.4K$875.1K-$95.3K2026-10-13
Capital Investment Advisory Services, LLC
INCREASED29,26827,684+1,584+6%$844.1K$863.4K+$19.3K2026-10-30
Howard Wealth Management, LLC
DECREASED29,00629,780-774-3%$908.0K$855.7K-$52.3K2026-10-28
William Howard & Co Financial Advisors Inc
INCREASED28,71028,454+256+1%$867.6K$847.0K-$20.6K2026-11-04
Global Assets Advisory, LLC
DECREASED28,54338,117-9,574-25%$1.2M$841.3K-$323.2K2026-10-28
Crestwood Advisors Group, LLC
DECREASED28,35130,151-1,800-6%$919.3K$836.4K-$82.9K2026-10-27
WealthTrust Asset Management, LLC
INCREASED27,89825,972+1,926+7%$791.9K$823.0K+$31.1K2026-10-22
Rosenberg Matthew Hamilton
DECREASED27,86934,269-6,400-19%$1.0M$822.1K-$222.7K2026-10-05
Wilmington Savings Fund Society, FSB
INCREASED27,59527,389+206+1%$835.1K$814.1K-$21.0K2026-10-23
Bellecapital International Ltd.
UNCHANGED27,00027,00000%$823.2K$796.5K-$26.7K2026-10-21
Triumph Capital Management
INCREASED26,83716,977+9,860+58%$517.6K$791.7K+$274.1K2026-10-14
Choreo, LLC
INCREASED26,81626,645+171+1%$812.4K$791.1K-$21.3K2026-10-28
Vista Finance, LLC
UNCHANGED26,23026,23000%$799.8K$773.8K-$26.0K2026-10-23
Elser Financial Planning, Inc
UNCHANGED25,53825,53800%$778.7K$753.4K-$25.3K2026-10-16
Capital Investment Advisors, LLC
DECREASED25,01728,110-3,093-11%$857.1K$738.0K-$119.1K2026-10-22
Lodestar Private Asset Management LLC
DECREASED24,99634,250-9,254-27%$1.0M$737.4K-$306.9K2026-10-26
Boyd Watterson Asset Management LLC
UNCHANGED24,84624,84600%$757.6K$733.0K-$24.6K2026-11-06
HCR Wealth Advisors
DECREASED24,76928,769-4,000-14%$877.2K$730.7K-$146.5K2026-10-15
Rebalance, LLC
DECREASED24,74324,907-164-1%$759.4K$729.9K-$29.5K2026-10-22
Wesbanco Bank Inc
DECREASED24,66928,963-4,294-15%$883.1K$727.7K-$155.3K2026-11-04
Red Spruce Capital, LLC
DECREASED24,60725,677-1,070-4%$782.9K$725.9K-$57.0K2026-10-07
Perigon Wealth Management, LLC
DECREASED24,57430,264-5,690-19%$922.8K$724.9K-$197.8K2026-10-22
Private Trust Co NA
DECREASED24,15228,191-4,039-14%$859.5K$712.5K-$147.1K2026-10-20
TPG Advisors LLC
INCREASED24,11624,110+6+0%$735.1K$711.4K-$23.7K2026-10-16
Objective Capital Management, LLC
INCREASED23,8218,194+15,627+191%$249.8K$702.7K+$452.9K2026-10-13
Nilsine Partners, LLC
NEW23,789—+23,789——$701.8K—2026-11-02
Princeton Capital Management LLC
INCREASED23,69622,906+790+3%$698.4K$699.0K+$6282026-10-27
Verity Asset Management, Inc.
INCREASED23,64223,549+93+0%$718.0K$697.4K-$20.6K2026-10-30
Breachway Investments LLC
INCREASED23,26922,944+325+1%$699.6K$686.4K-$13.1K2026-10-19
Caldwell Trust Co
DECREASED23,15926,260-3,101-12%$800.7K$683.2K-$117.5K2026-10-30
TD Waterhouse Canada Inc.
DECREASED23,15323,528-375-2%$716.9K$681.9K-$35.0K2026-10-16
Sidoxia Capital Management, LLC
DECREASED22,82522,997-172-1%$701.2K$673.3K-$27.8K2026-10-28
Sowa Financial Group, Inc.
DECREASED22,71525,896-3,181-12%$790.0K$670-$789.3K2026-10-26
Kane Co Wealth Management, Inc.
DECREASED22,41823,823-1,405-6%$726.4K$661.3K-$65.0K2026-11-04
Alpha Omega Wealth Management LLC
DECREASED22,36922,925-556-2%$699.0K$659.9K-$39.1K2026-10-23
SAX Wealth Advisors, LLC
DECREASED22,24255,381-33,139-60%$1.7M$656.1K-$1.0M2026-10-13
Hudson Edge Investment Partners Inc.
INCREASED22,20017,431+4,769+27%$531.5K$654.9K+$123.4K2026-10-28
Summit Financial Wealth Advisors, LLC
DECREASED22,13331,983-9,850-31%$975.2K$652.9K-$322.3K2026-10-15
Diversify Wealth Management, LLC
INCREASED22,04718,251+3,796+21%$552.6K$643.1K+$90.5K2026-10-20
Diversify Advisory Services, LLC
INCREASED22,04718,251+3,796+21%$552.6K$643.1K+$90.5K2026-10-20
Carret Asset Management, LLC
INCREASED22,02221,572+450+2%$657.7K$649.6K-$8.1K2026-11-04
Tred Avon Family Wealth, LLC
UNCHANGED21,68521,68500%$661.2K$639.7K-$21.5K2026-10-20
Advisory Solutions Group, LLC
DECREASED21,60821,916-308-1%$668.2K$637.4K-$30.8K2026-10-14
Provenance Wealth Advisors, LLC
INCREASED21,60217,103+4,499+26%$521.5K$637.3K+$115.8K2026-10-30
Naples Global Advisors, LLC
INCREASED21,15015,415+5,735+37%$470.0K$623.9K+$153.9K2026-11-05
Spire Wealth Management
DECREASED21,06123,809-2,748-12%$725.9K$621.3K-$104.6K2026-10-30
Asset Allocation & Management Company, LLC
UNCHANGED21,00021,00000%$640$620-$202026-10-13
MMA Asset Management LLC
DECREASED20,89123,454-2,563-11%$715.1K$616.3K-$98.8K2026-11-02
Ehrlich Financial Group
INCREASED20,87420,625+249+1%$628.9K$615.8K-$13.1K2026-10-20
Tiller Private Wealth, Inc.
INCREASED20,75119,351+1,400+7%$590.0K$612.1K+$22.1K2026-10-26
Simplex Trading, LLC
INCREASED20,7141,519+19,195+1264%$46.3K$611.1K+$564.7K2026-11-04
Unify Financial Advisors
DECREASED20,57421,034-460-2%$641.3K$606.9K-$34.4K2026-11-03
Sonata Capital Group Inc
INCREASED20,45320,417+36+0%$622.5K$603.4K-$19.2K2026-10-19
Parkside Financial Bank & Trust
INCREASED20,35520,304+51+0%$619.1K$600.5K-$18.6K2026-10-27
Sincerus Advisory, LLC
DECREASED20,16220,630-468-2%$629.0K$594.8K-$34.2K2026-10-09
Penobscot Investment Management Company, Inc.
DECREASED20,07820,100-220%$612.8K$592.3K-$20.5K2026-10-26
Yorktown Management & Research Co Inc
DECREASED20,00032,000-12,000-37%$975.7K$590.0K-$385.7K2026-10-28
Clientfirst Wealth Management, LLC
UNCHANGED19,94419,94400%$608.1K$588.3K-$19.7K2026-11-04
ForthRight Wealth Management, LLC
DECREASED19,93332,917-12,984-39%$1.0M$588.0K-$415.6K2026-11-06
MSH Capital Advisors LLC
INCREASED19,50419,476+28+0%$593.8K$575.4K-$18.5K2026-11-03
Pinnacle Wealth Management Advisory Group, LLC
DECREASED19,32620,218-892-4%$616.4K$570.1K-$46.3K2026-10-23
Aire Advisors, LLC
DECREASED19,23622,182-2,946-13%$676.3K$567.5K-$108.9K2026-10-22
Simplicity Wealth,LLC
DECREASED19,19719,654-457-2%$599.3K$566.3K-$32.9K2026-10-23
Integrity Alliance, Llc.
INCREASED18,98415,323+3,661+24%$467.2K$560.0K+$92.8K2026-10-29
Mirae Asset Global Investments Co., Ltd.
INCREASED18,95018,519+431+2%$564.6K$559.0K-$5.6K2026-11-03
CRA Financial Services, LLC
INCREASED18,93818,676+262+1%$569.4K$558.7K-$10.8K2026-10-16
Busey Bank
DECREASED18,87621,645-2,769-13%$660.0K$556.8K-$103.1K2026-10-26
Bank of New York Mellon Corp
DECREASED18,78931,191-12,402-40%$951.0K$554.3K-$396.7K2026-11-05
Grandview Asset Management LLC
DECREASED18,59021,675-3,085-14%$660.9K$548.4K-$112.5K2026-10-19
Calamos Wealth Management LLC
DECREASED18,47318,948-475-3%$577.7K$545.0K-$32.8K2026-11-02
Independence Bank of Kentucky
INCREASED18,26817,794+474+3%$542.5K$538.9K-$3.6K2026-10-26
Private Client Services, LLC
DECREASED18,24951,532-33,283-65%$1.6M$538.3K-$1.0M2026-10-02
Integris Wealth Management, LLC
DECREASED18,12423,820-5,696-24%$726.3K$534.6K-$191.6K2026-10-14
Dodds Wealth, LLC
INCREASED18,05417,858+196+1%$544.5K$532.6K-$11.9K2026-11-02
LongView Wealth Management
DECREASED18,01720,697-2,680-13%$631.1K$531.5K-$99.6K2026-10-19
Moneco Advisors, LLC
INCREASED17,89017,276+614+4%$526.7K$527.7K+$1.0K2026-11-05
International Assets Investment Management, LLC
INCREASED17,83317,182+651+4%$523.5K$525.4K+$1.8K2026-11-02
Fortitude Family Office, LLC
DECREASED17,45720,272-2,815-14%$618.1K$515.0K-$103.1K2026-10-14
Woodmont Investment Counsel LLC
DECREASED17,36931,404-14,035-45%$957.5K$512.4K-$445.1K2026-10-29
Richwood Investment Advisors, LLC
DECREASED17,19418,423-1,229-7%$561.7K$507.2K-$54.5K2026-10-30
Allen Mooney & Barnes Investment Advisors LLC
INCREASED17,08316,035+1,048+7%$488.9K$503.9K+$15.0K2026-10-08
Capital Advisors, Ltd. LLC
INCREASED17,00516,893+112+1%$515$502-$132026-10-27
City State Bank
DECREASED16,86520,665-3,800-18%$630.1K$497.5K-$132.6K2026-10-20
Delta Capital Management LLC
INCREASED16,84916,340+509+3%$498$497-$12026-10-16
Prudent Man Advisors, LLC
UNCHANGED16,82016,82000%$512.8K$496.2K-$16.7K2026-11-03
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED16,77017,270-500-3%$526.6K$494.7K-$31.8K2026-11-03
Guidance Point Advisors, LLC
DECREASED16,65118,557-1,906-10%$566.0K$491.4K-$74.6K2026-10-15
Staley Capital Advisers Inc
UNCHANGED16,50016,50000%$503.1K$486.8K-$16.3K2026-11-06
Wealth Architects, LLC
NEW16,447—+16,447——$485.2K—2026-11-03
Sigma Planning Corp
DECREASED16,37529,077-12,702-44%$886.6K$483.1K-$403.5K2026-10-23
KCM Investment Advisors LLC
DECREASED16,34318,441-2,098-11%$562.3K$482.1K-$80.1K2026-10-27
Invenio Wealth Partners LLC
DECREASED16,33032,330-16,000-49%$985.7K$481.7K-$504.0K2026-10-20
Forteris Wealth Management Inc.
DECREASED16,24017,540-1,300-7%$534.8K$479.1K-$55.7K2026-10-13
Investment Planning Advisors, Inc.
DECREASED16,16416,311-147-1%$497.3K$476.8K-$20.5K2026-10-14
Institute for Wealth Management, Llc.
INCREASED15,86915,799+70+0%$481.7K$468.2K-$13.6K2026-11-06
Moors & Cabot, Inc.
DECREASED15,76219,998-4,236-21%$609.7K$465.0K-$144.8K2026-11-06
BAR Harbor Wealth Management
UNCHANGED15,74615,74600%$480.1K$464.5K-$15.6K2026-10-21
Kingsbury Capital Investment Advisors LLC
DECREASED15,38715,686-299-2%$478.3K$453.9K-$24.4K2026-10-20
PW Nova Financial Services LLC
DECREASED15,25016,243-993-6%$495.2K$449.9K-$45.4K2026-10-15
OAK Family Advisors, LLC
DECREASED15,22115,671-450-3%$477.8K$449.0K-$28.8K2026-10-19
Gamma Investing LLC
INCREASED14,79714,643+154+1%$446.5K$436.5K-$10.0K2026-10-08
Cyndeo Wealth Partners, LLC
DECREASED14,64016,825-2,185-13%$513.0K$431.9K-$81.1K2026-10-16
Sweeney & Michel, LLC
INCREASED14,60014,548+52+0%$445.8K$430.7K-$15.0K2026-10-16
Compound Planning, Inc.
INCREASED14,51710,482+4,035+38%$319.6K$428.3K+$108.6K2026-11-05
Evergreen Capital Management LLC
DECREASED14,47715,552-1,075-7%$474.2K$427.1K-$47.1K2026-10-23
Fiduciary Alliance LLC
DECREASED14,46230,509-16,047-53%$930.2K$426.6K-$503.6K2026-10-13
Brick & Kyle, Associates
DECREASED14,36615,249-883-6%$462.4K$423.8K-$38.5K2026-11-05
Traynor Capital Management, Inc.
DECREASED14,33116,532-2,201-13%$504.0K$422.8K-$81.3K2026-10-29
AM Investment Strategies LLC
INCREASED14,15714,053+104+1%$428$418.0K+$417.6K2026-11-05
Emergent Wealth Advisors, LLC
DECREASED14,09014,650-560-4%$446.7K$415.6K-$31.0K2026-10-09
William John Sempolinski
DECREASED14,05023,279-9,229-40%$709.8K$414.5K-$295.3K2026-10-20
Harbor Investment Advisory, LLC
UNCHANGED13,97213,97200%$426.0K$412.2K-$13.8K2026-10-13
Beacon Financial Group
DECREASED13,87814,271-393-3%$435.1K$409.4K-$25.7K2026-10-19
First Nebraska Trust Co
DECREASED13,72113,986-265-2%$426.4K$404.8K-$21.7K2026-10-30
Patton Albertson Miller Group, LLC
UNCHANGED13,70013,70000%$417.7K$404.2K-$13.6K2026-10-26
Pacific Center for Financial Services
DECREASED13,64922,266-8,617-39%$678.9K$402.6K-$276.3K2026-10-15
Modera Wealth Management, LLC
DECREASED13,56415,480-1,916-12%$472.0K$400.1K-$71.8K2026-10-28
Klingman & Associates, LLC
UNCHANGED13,35013,35000%$407.0K$393.8K-$13.2K2026-10-20
Instrumental Wealth, LLC
DECREASED13,34414,037-693-5%$428.0K$393.6K-$34.3K2026-10-20
Fiera Capital Corp
DECREASED13,22922,449-9,220-41%$684.5K$390.3K-$294.2K2026-11-06
Vise Technologies, Inc.
DECREASED13,12215,159-2,037-13%$462.2K$387.1K-$75.1K2026-10-29
Balefire, LLC
DECREASED13,11514,070-955-7%$429.0K$386.9K-$42.1K2026-10-09
Patrick M Sweeney & Associates, Inc
INCREASED13,07013,062+8+0%$398.3K$385.6K-$12.7K2026-10-22
Wealth Dimensions Group, Ltd.
UNCHANGED12,93012,93000%$394.2K$381.4K-$12.8K2026-11-02
Sowell Financial Services LLC
INCREASED12,86211,285+1,577+14%$344.1K$379.4K+$35.3K2026-10-23
Joel Isaacson & Co., LLC
INCREASED12,8538,829+4,024+46%$269.2K$379.2K+$110.0K2026-11-05
Surience Private Wealth LLC
DECREASED12,73228,976-16,244-56%$883.5K$375.6K-$507.9K2026-10-16
Strategic Wealth Investment Group, LLC
DECREASED12,71415,898-3,184-20%$484.7K$375.0K-$109.7K2026-10-29
Banta Asset Management LP
UNCHANGED12,69012,69000%$386.9K$374.4K-$12.6K2026-11-02
Sound Income Strategies, LLC
INCREASED12,50012,470+30+0%$380.2K$367.1K-$13.1K2026-10-09
Legacy Wealth Partners, LLC
UNCHANGED12,47112,47100%$380.2K$367.9K-$12.3K2026-10-15
CMH Wealth Management LLC
DECREASED12,42540,350-27,925-69%$1.2M$366.5K-$863.7K2026-10-22
Schmidt P J Investment Management Inc
DECREASED12,14912,487-338-3%$380.7K$358.4K-$22.3K2026-11-02
Cullen T Bankers, Inc.
DECREASED12,13912,628-489-4%$385.0K$358.1K-$26.9K2026-10-28
Park Edge Advisors, LLC
DECREASED12,12513,491-1,366-10%$411.4K$357.7K-$53.7K2026-10-28
Parr Mcknight Wealth Management Group, LLC
INCREASED12,00010,000+2,000+20%$304.9K$354.0K+$49.1K2026-10-30
Evolution Wealth Advisors, LLC
UNCHANGED11,97411,97400%$365.1K$353.2K-$11.9K2026-11-03
Central Trust Co
INCREASED11,9497,860+4,089+52%$239.7K$352.5K+$112.8K2026-11-05
NWF Advisory Services Inc.
INCREASED11,64511,618+27+0%$354.2K$343.5K-$10.7K2026-10-19
Americana Partners, LLC
INCREASED11,56311,485+78+1%$350.2K$341.1K-$9.1K2026-10-28
Avior Wealth Management, LLC
DECREASED11,41611,808-392-3%$360.0K$336.8K-$23.3K2026-10-13
Associated Banc-Corp
UNCHANGED11,40411,40400%$347.7K$336.4K-$11.3K2026-10-30
Rakuten Securities, Inc.
DECREASED11,37912,848-1,469-11%$391.7K$335.7K-$56.1K2026-11-02
Robbins Farley
INCREASED11,32910,981+348+3%$334.8K$334.2K-$6052026-10-21
First Heartland Consultants, Inc.
DECREASED11,10611,766-660-6%$358.7K$327.6K-$31.1K2026-10-08
Ashton Thomas Securities, LLC
NEW11,000—+11,000——$324.5K—2026-10-26
Pennsylvania Capital Management Inc
DECREASED10,83721,590-10,753-50%$658.3K$319.7K-$338.6K2026-11-05
Edgemoor Investment Advisors, Inc.
UNCHANGED10,66310,66300%$325.1K$314.6K-$10.6K2026-11-03
TrueWealth Advisors, LLC
DECREASED10,52311,020-497-5%$336.0K$310.4K-$25.6K2026-10-09
Melfa Wealth Management, Inc.
DECREASED10,43610,558-122-1%$321.9K$307.9K-$14.1K2026-11-06
Flagstar Securities, Inc
INCREASED10,3869,712+674+7%$296.1K$306.4K+$10.3K2026-10-15
Mission Wealth Management, LP
DECREASED10,32410,350-260%$315.6K$304.6K-$11.0K2026-10-15
Detalus Advisors, LLC
DECREASED10,19913,899-3,700-27%$423.8K$300.9K-$122.9K2026-10-15
Symmetry Partners, LLC
INCREASED10,1479,812+335+3%$299.2K$299.3K+$1572026-10-27
Indivisible Partners
DECREASED10,04710,192-145-1%$310.8K$296.4K-$14.4K2026-10-26
Merrion Investment Management Co, LLC
UNCHANGED10,00010,00000%$304.9K$295.0K-$9.9K2026-10-16
Prosperity Planning, Inc.
NEW9,905—+9,905——$292.2K—2026-10-09
SkyOak Wealth, LLC
DECREASED9,75710,751-994-9%$327.8K$287.8K-$40.0K2026-10-28
Register Financial Advisors LLC
DECREASED9,73612,321-2,585-21%$375.7K$287.2K-$88.5K2026-10-23
Wealth Effects LLC
DECREASED9,70010,741-1,041-10%$327.5K$286.1K-$41.4K2026-10-23
Christensen, King & Associates Investment Services, Inc.
DECREASED9,68013,701-4,021-29%$417.7K$285.6K-$132.2K2026-10-22
Crescent Grove Advisors, LLC
UNCHANGED9,6469,64600%$294.1K$284.6K-$9.6K2026-10-21
Fulcrum Equity Management
NEW9,638—+9,638——$284.3K—2026-10-21
TCI Wealth Advisors, Inc.
INCREASED9,5339,270+263+3%$282.6K$281.2K-$1.4K2026-10-30
North Star Investment Management Corp.
DECREASED9,48420,286-10,802-53%$618.5K$279.8K-$338.7K2026-10-27
Principle Wealth Partners LLC
DECREASED9,46410,520-1,056-10%$320.7K$279.2K-$41.5K2026-11-02
ProVise Management Group, LLC
UNCHANGED9,4549,45400%$288.3K$278.9K-$9.4K2026-11-06
GenWealth Group, Inc.
UNCHANGED9,3429,34200%$284.8K$275.6K-$9.2K2026-10-16
Montag A & Associates Inc
UNCHANGED9,3269,32600%$284.4K$275.1K-$9.2K2026-10-29
NovaPoint Capital, LLC
UNCHANGED9,3259,32500%$284.3K$275.1K-$9.2K2026-10-22
Clearstead Advisors, LLC
INCREASED9,3219,211+110+1%$280.9K$275.0K-$5.9K2026-11-06
Globalt Investments LLC / GA
DECREASED9,3199,553-234-2%$291.3K$274.9K-$16.4K2026-10-27
Stone Summit Wealth LLC
INCREASED9,1958,495+700+8%$259.0K$271.3K+$12.2K2026-10-14
CoreCap Advisors, LLC
DECREASED9,17911,152-1,973-18%$340.0K$270.8K-$69.2K2026-10-08
Cypress Capital Group
DECREASED9,1649,392-228-2%$286.4K$270.3K-$16.0K2026-11-03
Diversified Trust Co
NEW9,163—+9,163——$270.3K—2026-11-06
Gen-Wealth Partners Inc
DECREASED9,03019,690-10,660-54%$600.3K$266.4K-$334.0K2026-11-04
Apollon Financial, LLC
UNCHANGED9,0009,00000%$274.4K$265.5K-$8.9K2026-10-23
Quantum Financial Advisors, LLC
DECREASED8,9979,774-777-8%$298.0K$265.4K-$32.6K2026-11-03
Eagle Strategies LLC
INCREASED8,9918,211+780+10%$250.4K$265.2K+$14.9K2026-10-16
Fulton Breakefield Broenniman LLC
DECREASED8,989405,687-396,698-98%$12.4M$265.2K-$12.1M2026-11-03
LJI Wealth Management, LLC
DECREASED8,9349,669-735-8%$294.8K$263.6K-$31.3K2026-10-28
Koshinski Asset Management, Inc.
INCREASED8,8398,458+381+5%$257.9K$260.7K+$2.9K2026-10-29
Capital Advisors Wealth Management, LLC
DECREASED8,83010,656-1,826-17%$324.9K$260.5K-$64.4K2026-10-09
Avaii Wealth Management, LLC
DECREASED8,8279,335-508-5%$284.6K$260.9K-$23.7K2026-10-09
Earned Wealth Advisors, LLC
UNCHANGED8,7108,71000%$265.6K$256.9K-$8.6K2026-11-06
180 Wealth Advisors, LLC
UNCHANGED8,7068,70600%$265.4K$256.8K-$8.6K2026-11-03
Sawgrass Asset Management LLC
INCREASED8,6588,648+10+0%$263.7K$255.4K-$8.3K2026-11-03
Norden Group LLC
UNCHANGED8,6508,65000%$263.7K$255.2K-$8.6K2026-10-20
Asset One Wealth Management LLC
DECREASED8,6418,966-325-4%$274.5K$254.9K-$19.6K2026-11-02
Seelaus Asset Management LLC
DECREASED8,6348,914-280-3%$271.8K$254.7K-$17.1K2026-10-14
FF Advisors,LLC
NEW8,534—+8,534——$251.8K—2026-10-21
E&G Advisors, LLC
DECREASED8,4748,484-100%$258.7K$250.0K-$8.7K2026-10-13
Balboa Wealth Partners
DECREASED8,4308,583-153-2%$261.7K$248.7K-$13.0K2026-10-20
Salem Investment Counselors Inc
DECREASED8,3649,064-700-8%$276.4K$246.7K-$29.6K2026-10-13
Weaver Consulting Group
DECREASED8,1998,423-224-3%$256.8K$241.9K-$14.9K2026-10-07
Laurel Wealth Advisors LLC
INCREASED8,1757,090+1,085+15%$216.2K$241.2K+$25.0K2026-10-27
AFG Fiduciary Services Limited Partnership
INCREASED8,1547,850+304+4%$239.3K$238.9K-$3552026-10-21
Avidian Wealth Enterprises, LLC
DECREASED8,05433,393-25,339-76%$1.0M$237.6K-$780.6K2026-10-08
Websterrogers Financial Advisors, LLC
DECREASED7,9879,341-1,354-14%$284.8K$235.6K-$49.2K2026-11-02
Argentarii, LLC
DECREASED7,8868,661-775-9%$264.9K$232.6K-$32.3K2026-10-28
HB Wealth Management, LLC
NEW7,883—+7,883——$232.5K—2026-10-23
Winthrop Advisory Group LLC
UNCHANGED7,7957,79500%$237.7K$230.0K-$7.7K2026-10-22
Bell Bank
UNCHANGED7,6977,69700%$234.7K$227.1K-$7.6K2026-10-21
Reicon Wealth Advisors, LLC
INCREASED7,6677,534+133+2%$229.7K$226.2K-$3.5K2026-11-04
Forthright Family Wealth Advisory LLC
INCREASED7,5947,510+84+1%$229.0K$224.0K-$4.9K2026-11-03
B.A. Schrock Wealth Management, Inc.
NEW7,518—+7,518——$221.5K—2026-10-15
Arkfeld Wealth Strategies, L.L.C.
INCREASED7,4587,355+103+1%$226.1K$219.0K-$7.0K2026-10-19
Mcdonald Partners LLC
DECREASED7,4357,935-500-6%$241.9K$219.3K-$22.6K2026-11-03
Investmark Advisory Group LLC
INCREASED7,3066,689+617+9%$203.9K$215.6K+$11.6K2026-10-27
Proathlete Wealth Management LLC
UNCHANGED7,2857,28500%$222.1K$214.9K-$7.2K2026-10-15
SeaCrest Wealth Management, LLC
INCREASED7,1557,140+15+0%$217.7K$211.1K-$6.6K2026-10-21
C2c Wealth Management, LLC
UNCHANGED7,1187,11800%$217.0K$210.0K-$7.0K2026-10-20
City Center Advisors, LLC
NEW7,062—+7,062——$208.3K—2026-10-08
Insight Wealth Partners, LLC
UNCHANGED7,0357,03500%$214.5K$207.5K-$7.0K2026-10-26
Sanders Morris Harris LLC
NEW7,017—+7,017——$209.2K—2026-10-14
Haven Private, LLC
DECREASED7,00010,000-3,000-30%$304.9K$206.5K-$98.4K2026-10-27
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
NEW6,998—+6,998——$206.5K—2026-10-14
Harbour Capital Advisors, LLC
INCREASED6,9806,940+40+1%$211.9K$205.9K-$6.0K2026-10-13
Axxcess Wealth Management, LLC
NEW6,945—+6,945——$204.9K—2026-10-21
Samalin Investment Counsel, LLC
INCREASED6,9396,864+75+1%$209.3K$204.7K-$4.6K2026-10-23
Vigilare Wealth Management
DECREASED6,88911,003-4,114-37%$335.5K$203.2K-$132.3K2026-10-29
Advisors Management Group Inc
DECREASED6,8188,137-1,319-16%$248.0K$201.0K-$47.0K2026-11-05
HF Advisory Group, LLC
DECREASED6,8098,157-1,348-17%$248.7K$200.9K-$47.8K2026-10-09
Archer Investment Corp
DECREASED6,8067,221-415-6%$220.2K$200.8K-$19.4K2026-11-05
Hegarty Advisors, LLC
INCREASED6,8046,709+95+1%$204.5K$200.7K-$3.8K2026-10-20
Barrett & Company, Inc.
DECREASED6,3686,921-553-8%$211.0K$187.9K-$23.2K2026-10-22
First Horizon Corp
UNCHANGED6,1816,18100%$188.5K$182.3K-$6.1K2026-10-26
Piscataqua Savings Bank
UNCHANGED6,0556,05500%$184.6K$178.6K-$5.9K2026-10-21
Latitude Advisors, LLC
NEW6,001—+6,001——$177.0K—2026-10-27
Key FInancial Inc
DECREASED5,5145,742-228-4%$175.1K$162.7K-$12.4K2026-11-02
High Point Wealth Management, LLC
INCREASED5,4094,717+692+15%$143.8K$159.6K+$15.7K2026-11-05
Bokf, NA
DECREASED4,9106,240-1,330-21%$190.3K$144.8K-$45.4K2026-10-27
Brown, Lisle Ings, Inc.
UNCHANGED4,4974,49700%$137.1K$132.7K-$4.5K2026-10-16
John Boyer, Inc.
NEW4,361—+4,361——$128.7K—2026-10-27
Cherry Tree Wealth Management, LLC
DECREASED3,5893,985-396-10%$121.5K$105.9K-$15.6K2026-10-15
Union Savings Bank
UNCHANGED3,5393,53900%$107.9K$104.4K-$3.5K2026-10-14
First Community Trust NA
NEW3,534—+3,534——$104.3K—2026-10-07
LFA - Lugano Financial Advisors SA
DECREASED3,1413,237-96-3%$98.7K$92.7K-$6.0K2026-11-03
Albion Financial Group
INCREASED3,0502,950+100+3%$89.9K$90.0K+$292026-10-21
SBK Financial, Inc.
UNCHANGED2,9502,95000%$89.9K$87.0K-$2.9K2026-11-02
Cornerstone National Bank & Trust Co
UNCHANGED2,6002,60000%$79.2K$76.6K-$2.6K2026-10-20
Pacifica Partners Inc.
UNCHANGED2,5232,52300%$76.9K$74.3K-$2.6K2026-10-09
Dynamic Wealth Strategies, LLC
DECREASED2,4898,981-6,492-72%$273.8K$73.4K-$200.4K2026-10-16
Activest Wealth Management
UNCHANGED2,4822,48200%$75.7K$73.2K-$2.5K2026-10-15
Creative Financial Designs Inc
UNCHANGED2,4712,47100%$75.3K$72.9K-$2.4K2026-11-04
Westside Investment Management, Inc.
UNCHANGED2,4582,45800%$74.9K$72.5K-$2.4K2026-11-02
Elevated Capital Advisors, LLC
DECREASED2,3992,583-184-7%$78.8K$70.8K-$8.0K2026-11-04
Trust Co
DECREASED2,3962,451-55-2%$74.7K$70.7K-$4.1K2026-10-09
Lodestone Wealth Management LLC
INCREASED2,3762,028+348+17%$61.8K$70.1K+$8.3K2026-10-14
Farmers & Merchants Investments Inc
INCREASED2,1851,500+685+46%$45.7K$64.5K+$18.7K2026-10-22
Tsfg, LLC
DECREASED2,0302,105-75-4%$64.0K$60-$63.9K2026-10-23
Fairscale Capital, LLC
UNCHANGED2,0282,02800%$61.8K$57.7K-$4.1K2026-11-04
Larson Financial Group LLC
INCREASED2,0202,016+4+0%$61.5K$59.6K-$1.9K2026-11-05
Bayban
UNCHANGED2,0002,00000%$61.0K$61.0K$02026-11-05
Pflug Koory, LLC
INCREASED1,9611,946+15+1%$59.3K$57.9K-$1.5K2026-10-26
American National Bank & Trust
NEW1,956—+1,956——$57.7K—2026-10-07
American Capital Advisory, LLC
NEW1,805—+1,805——$53.2K—2026-10-28
Pinnacle Wealth Planning Services, Inc.
UNCHANGED1,7771,77700%$54.2K$52.4K-$1.8K2026-10-27
Payden & Rygel
UNCHANGED1,6971,69700%$52.0K$50-$52.0K2026-10-28
Mather Group, Llc.
INCREASED1,687960+727+76%$29.3K$49.8K+$20.5K2026-10-14
Rossby Financial, LCC
INCREASED1,618190+1,428+752%$5.8K$47.7K+$41.9K2026-11-05
Physician Wealth Advisors, Inc.
INCREASED1,6101,440+170+12%$43.9K$47.5K+$3.6K2026-10-20
First Bancorp, Inc
UNCHANGED1,5271,52700%$46.6K$45.0K-$1.5K2026-10-26
NBH Bank
UNCHANGED1,5101,51000%$46.0K$44.5K-$1.5K2026-11-05
Roxbury Financial LLC
INCREASED1,4251,408+17+1%$42.9K$42.1K-$8662026-10-01
Avion Wealth
UNCHANGED1,3851,38500%$42.0K$40-$42.0K2026-11-04
Valley Wealth Managers, Inc.
DECREASED1,1772,012-835-41%$61.3K$34.7K-$26.6K2026-10-09
Bradley & Co. Private Wealth Management, LLC
UNCHANGED1,1431,14300%$34.9K$33.7K-$1.1K2026-10-23
Financial Consulate, Inc
UNCHANGED1,1401,14000%$34.8K$33.6K-$1.1K2026-10-23
Cassaday & Co Wealth Management LLC
INCREASED1,04839+1,009+2587%$1.2K$30.9K+$29.7K2026-10-27
Moisand Fitzgerald Tamayo, LLC
UNCHANGED1,0461,04600%$31.9K$30.9K-$1.0K2026-10-15
Signature Resources Capital Management, LLC
NEW1,000—+1,000——$29.5K—2026-10-16
Salomon & Ludwin, LLC
DECREASED965969-40%$29.5K$28.5K-$1.1K2026-10-29
Birch Financial Group, LLC
NEW931—+931——$27.5K—2026-10-27
Nvwm, LLC
UNCHANGED89189100%$27.2K$26.3K-$8832026-10-14
Godsey & Gibb, Inc
UNCHANGED87587500%$26.7K$25.8K-$8662026-10-14
EPG Wealth Management LLC
INCREASED819814+5+1%$24.8K$24.2K-$6502026-11-03
Golden State Wealth Management, LLC
INCREASED789778+11+1%$23.7K$23.3K-$4452026-11-02
Portfolio Resources Advisor Group, Inc.
UNCHANGED76976900%$23.4K$22.7K-$7612026-10-20
Princeton Global Asset Management LLC
UNCHANGED75275200%$22.9K$22.2K-$7442026-10-21
CX Institutional
INCREASED711628+83+13%$19$21+$22026-10-02
1620 Investment Advisors, Inc.
UNCHANGED70070000%$21.3K$20.7K-$6932026-11-04
Elevation Wealth Partners, LLC
UNCHANGED67067000%$20.4K$19.8K-$6642026-10-07
New England Capital Financial Advisors LLC
INCREASED612606+6+1%$18.5K$18.0K-$4432026-11-03
Gables Capital Management Inc.
UNCHANGED61061000%$18.6K$18.0K-$6042026-11-04
Trust Co of Vermont
INCREASED600250+350+140%$7.6K$17.7K+$10.1K2026-10-21
Nemes Rush Group LLC
UNCHANGED52052000%$15.9K$15.3K-$5152026-11-04
Atwood & Palmer Inc
DECREASED500514-14-3%$15.7K$14.8K-$9222026-10-08
Horrell Capital Management, Inc.
UNCHANGED50050000%$15.2K$14.8K-$4952026-10-08
Nova Financial LLC
NEW469—+469——$13.8K—2026-11-04
Buck Wealth Strategies, LLC
DECREASED457545-88-16%$16.6K$13.5K-$3.1K2026-10-28
William Mack & Associates, Inc.
NEW450—+450——$13.3K—2026-10-27
United Community Bank
UNCHANGED43843800%$13.4K$12.9K-$4342026-10-28
Wealth Enhancement Trust Services, Inc.
NEW418—+418——$12.3K—2026-10-07
Canton Hathaway, LLC
NEW418—+418——$12.3K—2026-10-23
UMB Bank, n.a.
DECREASED40014,743-14,343-97%$449.5K$11.8K-$437.7K2026-11-06
Winch Advisory Services, LLC
INCREASED391385+6+2%$11.7K$11.5K-$2202026-11-06
Community Financial Services Group, LLC
UNCHANGED37937900%$11.5K$11.2K-$3832026-10-15
Ascentis Independent Advisors
NEW350—+350——$10.3K—2026-11-03
Wolff Wiese Magana LLC
INCREASED340255+85+33%$7.8K$10.0K+$2.3K2026-10-15
Signaturefd, LLC
DECREASED3361,019-683-67%$31.1K$9.9K-$21.2K2026-10-23
Byrne Asset Management LLC
DECREASED325425-100-24%$13.0K$9.6K-$3.4K2026-10-06
Hazlett, Burt & Watson, Inc.
INCREASED325225+100+44%$7$9+$22026-11-04
Global Trust Asset Management, LLC
UNCHANGED32032000%$9.8K$9.4K-$3172026-10-19
Nfsg Corp
INCREASED307125+182+146%$3.8K$9.0K+$5.2K2026-10-15
Syntax Research, Inc.
UNCHANGED25525500%$7.8K$7.5K-$2522026-11-04
JFS Wealth Advisors, LLC
DECREASED244435-191-44%$13.3K$7.2K-$6.1K2026-11-03
Lynch Investment Planning, LLC
NEW225—+225——$6.6K—2026-10-27
IMG Wealth Management, Inc.
INCREASED20233+169+512%$993$6.0K+$5.0K2026-10-27
Angeles Investment Advisors, LLC
UNCHANGED20020000%$6.1K$5.9K-$1982026-10-22
WPG Advisers, LLC
INCREASED18430+154+513%$915$5.4K+$4.5K2026-10-27
Pinnacle Bancorp, Inc.
INCREASED165162+3+2%$4.9K$4.9K-$932026-10-21
Next Level Wealth Planning, LLC
NEW154—+154——$4.5K—2026-10-29
Richardson Financial Services Inc.
DECREASED139147-8-5%$4.5K$4.1K-$3812026-10-30
Versant Capital Management, Inc
UNCHANGED12912900%$3.9K$3.8K-$1272026-10-02
Madden Securities Corp
NEW125—+125——$3.7K—2026-10-27
Coastline Trust Co
UNCHANGED12512500%$3.8K$3.7K-$1232026-10-01
Pathway Financial Advisers, LLC
NEW117—+117——$3.5K—2026-10-27
Beverly Hills Private Wealth, LLC
UNCHANGED11111100%$3.4K$3.3K-$1092026-11-04
10Elms LLP
DECREASED100101-1-1%$3.1K$3.0K-$1272026-11-06
Bfsg, LLC
UNCHANGED10010000%$3.0K$3.0K-$992026-10-30
SYM Financial Corp
UNCHANGED757500%$2.3K$2.2K-$742026-10-26
Smallwood Wealth Investment Management, LLC
UNCHANGED646400%$2.0K$1.9K-$632026-10-30
POM Investment Strategies, LLC
INCREASED6362+1+2%$1.9K$1.9K-$362026-10-20
Lloyd Advisory Services, Llc.
NEW59—+59——$1.7K—2026-11-02
Granite Investment Partners, LLC
UNCHANGED595900%$1.8K$1.7K-$582026-11-04
PayPay Securities Corp
INCREASED5349+4+8%$1.5K$1.6K+$702026-10-27
Phillips Financial Management, LLC
UNCHANGED414100%$1.3K$1.2K-$402026-10-19
EverSource Wealth Advisors, LLC
DECREASED362,083-2,047-98%$63.5K$1.1K-$62.4K2026-11-04
Addison Advisors LLC
UNCHANGED363600%$1.1K$1.1K-$362026-11-06
Manchester Capital Management LLC
DECREASED22166-144-87%$5.1K$649-$4.4K2026-10-22
Mainstream Capital Management LLC
NEW18—+18——$531—2026-10-23
Towne Trust Company, N.a
NEW17—+17——$502—2026-10-28
Dhjj Financial Advisors, Ltd.
UNCHANGED121200%$366$354-$122026-10-23
Davis Capital Management
UNCHANGED101000%$311$302-$92026-10-08
Polaris Financial Partners
NEW3—+3——$0—2026-10-02
Kingdom Financial Group Llc.
UNCHANGED2200%$52$51-$12026-11-04
Sagace Wealth Management LLC
CLOSED0125,010-125,010-100%$3.8M$0-$3.8M2026-10-28
Paller Financial Services Inc
CLOSED056,700-56,700-100%$1.7M$0-$1.7M2026-10-13
Guardian Capital, LLC
CLOSED044,048-44,048-100%$1.3M$0-$1.3M2026-11-06
Jefferies Financial Group Inc.
CLOSED038,357-38,357-100%$1.2M$0-$1.2M2026-11-05
Wolverine Asset Management LLC
CLOSED033,015-33,015-100%$1.0M$0-$1.0M2026-11-02
Culbertson A N & Co Inc
CLOSED029,192-29,192-100%$890.1K$0-$890.1K2026-10-21
PUREfi Wealth, LLC
CLOSED025,283-25,283-100%$770.9K$0-$770.9K2026-10-19
Stirlingshire Investments, Inc.
CLOSED017,351-17,351-100%$529.0K$0-$529.0K2026-11-05
Eclectic Associates Inc
CLOSED015,441-15,441-100%$470.8K$0-$470.8K2026-10-09
Argyle Capital Partners, LLC
CLOSED015,035-15,035-100%$458.4K$0-$458.4K2026-10-23
Wellington Shields & Co., LLC
CLOSED013,315-13,315-100%$406.0K$0-$406.0K2026-11-03
AlphaCentric Advisors LLC
CLOSED012,750-12,750-100%$388.7K$0-$388.7K2026-11-03
Cornerstone Wealth, LLC
CLOSED010,885-10,885-100%$333.3K$0-$333.3K2026-10-28
Columbia Advisory Partners LLC
CLOSED09,549-9,549-100%$291.1K$0-$291.1K2026-10-15
Patten & Patten Inc
CLOSED09,376-9,376-100%$285.9K$0-$285.9K2026-10-26
Stableford Capital II LLC
CLOSED09,325-9,325-100%$284.3K$0-$284.3K2026-10-09
Parsons Capital Management Inc
CLOSED08,558-8,558-100%$260.9K$0-$260.9K2026-10-28
Tempus Wealth Planning, LLC
CLOSED08,052-8,052-100%$245.5K$0-$245.5K2026-10-14
Bailard, Inc.
CLOSED07,987-7,987-100%$243.5K$0-$243.5K2026-10-13
Simon Quick Advisors, LLC
CLOSED07,715-7,715-100%$235.2K$0-$235.2K2026-10-26
Principal Financial Group Inc
CLOSED07,601-7,601-100%$231.8K$0-$231.8K2026-11-02
MKT Advisors LLC
CLOSED07,587-7,587-100%$231.5K$0-$231.5K2026-10-20
DLK Investment Management, LLC
CLOSED07,500-7,500-100%$236.6K$0-$236.6K2026-10-09
Wealthstar Advisors, LLC
CLOSED06,877-6,877-100%$209.7K$0-$209.7K2026-10-19
Krilogy Financial LLC
CLOSED06,874-6,874-100%$209.6K$0-$209.6K2026-10-13
RMR Wealth Builders
CLOSED06,751-6,751-100%$205.8K$0-$205.8K2026-10-22
Rhodes Investment Advisors Inc
CLOSED06,750-6,750-100%$205.8K$0-$205.8K2026-10-07
Silverleafe Capital Partners, LLC
CLOSED06,747-6,747-100%$205.7K$0-$205.7K2026-10-02
Peak Wealth Management LLC
CLOSED06,652-6,652-100%$202.8K$0-$202.8K2026-10-26
Advisor Resource Council
CLOSED06,604-6,604-100%$203.0K$0-$203.0K2026-11-05
Regions Financial Corp
CLOSED06,600-6,600-100%$201.2K$0-$201.2K2026-11-05
Nixon Peabody Trust Co
CLOSED06,597-6,597-100%$201.1K$0-$201.1K2026-10-23
Clearwave Capital, LLC
CLOSED06,594-6,594-100%$201.1K$0-$201.1K2026-10-27
Burney Co/
CLOSED06,561-6,561-100%$200.0K$0-$200.0K2026-10-15
AdvisorNet Financial, Inc
CLOSED06,238-6,238-100%$190.2K$0-$190.2K2026-10-15
Wellington Shields Capital Management, LLC
CLOSED05,558-5,558-100%$169.5K$0-$169.5K2026-11-03
MCF Advisors LLC
CLOSED04,886-4,886-100%$149.0K$0-$149.0K2026-10-28
Atlatl Advisers LLC
CLOSED04,082-4,082-100%$124.5K$0-$124.5K2026-10-22
GFS Advisors, LLC
CLOSED03,400-3,400-100%$731.1K$0-$731.1K2026-11-03
BankPlus Trust Department
CLOSED03,000-3,000-100%$91.5K$0-$91.5K2026-11-06
Vermillion Wealth Management, Inc.
CLOSED02,916-2,916-100%$88.9K$0-$88.9K2026-10-26
Cornerstone Planning Group LLC
CLOSED02,463-2,463-100%$75.0K$0-$75.0K2026-10-16
Rossmore Private Capital
CLOSED02,250-2,250-100%$68.6K$0-$68.6K2026-10-27
Islay Capital Management, LLC
CLOSED01,150-1,150-100%$35.1K$0-$35.1K2026-10-20
Gill Capital Partners, LLC
CLOSED0627-627-100%$19.1K$0-$19.1K2026-10-13
Asset Dedication, LLC
CLOSED0350-350-100%$10.7K$0-$10.7K2026-11-03
Concord Wealth Partners
CLOSED0271-271-100%$8.3K$0-$8.3K2026-11-02
Hoese & Co LLP
CLOSED039-39-100%$1.2K$0-$1.2K2026-10-21
Tucker Asset Management LLC
CLOSED038-38-100%$1.2K$0-$1.2K2026-10-29
Russell Investments Group, Ltd.
CLOSED020-20-100%$615$0-$6152026-11-06
True Wealth Design, LLC
CLOSED015-15-100%$458$0-$4582026-10-13
Quest 10 Wealth Builders, Inc.
CLOSED01-1-100%$30$0-$302026-11-02
Arvest Investments, Inc.
CLOSED000—$0$0$02026-10-21
Bank of America Corp
N/A—22,963,937-22,963,937-100%$700.2M———
Morgan Stanley
N/A—15,660,870-15,660,870-100%$477.5M———
Wells Fargo & Company
N/A—8,515,883-8,515,883-100%$259.6M———
UBS Group AG
N/A—6,178,759-6,178,759-100%$188.4M———
Royal Bank of Canada
N/A—4,297,648-4,297,648-100%$131.0M———
Envestnet Asset Management Inc
N/A—4,029,258-4,029,258-100%$122.9M———
Mariner, LLC
N/A—3,203,324-3,203,324-100%$97.7M———
BlackRock, Inc.
N/A—2,804,891-2,804,891-100%$85.5M———
Raymond James Financial Inc
N/A—2,329,875-2,329,875-100%$71.0M———
Charles Schwab Investment Management Inc
N/A—2,220,498-2,220,498-100%$67.7M———
Janney Montgomery Scott LLC
N/A—1,585,246-1,585,246-100%$48.3M———
Cetera Investment Advisers
N/A—1,510,618-1,510,618-100%$46.1M———
Rockefeller Capital Management L.P.
N/A—1,401,024-1,401,024-100%$42.7M———
Sumitomo Mitsui Financial Group, Inc.
N/A—1,309,459-1,309,459-100%$39.9M———
Osaic Holdings, Inc.
N/A—1,307,900-1,307,900-100%$39.9M———
Baird Financial Group, Inc.
N/A—1,107,089-1,107,089-100%$33.8M———
Ameriprise Financial Inc
N/A—1,105,164-1,105,164-100%$33.8M———
Stifel Financial Corp
N/A—1,075,976-1,075,976-100%$32.8M———
Northwestern Mutual Wealth Management Co
N/A—1,047,946-1,047,946-100%$32.0M———
Fukoku Mutual Life Insurance Co
N/A—955,500-955,500-100%$29.1M———
Cerity Partners LLC
N/A—900,451-900,451-100%$27.5M———
MAI Capital Management
N/A—885,212-885,212-100%$27.0M———
Jaffetilchin Investment Partners, LLC
N/A—857,103-857,103-100%$26.1M———
Steward Partners Investment Advisory, LLC
N/A—846,800-846,800-100%$25.8M———
Commerce Bank
N/A—825,814-825,814-100%$25.2M———
HighTower Advisors, LLC
N/A—815,529-815,529-100%$24.9M———
Pure Financial Advisors, LLC
N/A—722,542-722,542-100%$22.0M———
Bard Associates Inc
N/A—693,046-693,046-100%$21.1M———
Dakota Wealth Management
N/A—652,995-652,995-100%$19.9M———
MML Investors Services, LLC
N/A—611,250-611,250-100%$18.6M———
Swan Capital LLC
N/A—575,662-575,662-100%$17.6M———
Sanctuary Advisors, LLC
N/A—512,647-512,647-100%$15.6M———
&partners
N/A—504,999-504,999-100%$15.4M———
NewEdge Advisors, LLC
N/A—448,050-448,050-100%$13.7M———
Stephens Inc
N/A—446,632-446,632-100%$13.6M———
Jones Financial Companies Lllp
N/A—406,084-406,084-100%$12.3M———
Captrust Financial Advisors
N/A—404,432-404,432-100%$12.3M———
Envestnet Portfolio Solutions, Inc.
N/A—400,314-400,314-100%$12.2M———
Stratos Wealth Partners, Ltd.
N/A—390,866-390,866-100%$11.9M———
Bramshill Investments, LLC
N/A—344,817-344,817-100%$10.5M———
Focus Partners Wealth
N/A—320,505-320,505-100%$9.8M———
Bank of Montreal
N/A—311,098-311,098-100%$9.5M———
Coral Wealth Management, LLC
N/A—285,927-285,927-100%$8.7M———
Pinnacle Financial Partners, Inc.
N/A—278,261-278,261-100%$8.5M———
Susquehanna International Group, LLP
N/A—275,574-275,574-100%$8.4M———
Mercer Global Advisors Inc
N/A—275,464-275,464-100%$8.4M———
Centiva Capital, LP
N/A—274,900-274,900-100%$8.4M———
Quadrature Capital Ltd
N/A—273,666-273,666-100%$8.3M———
RWA Wealth Partners, LLC
N/A—261,480-261,480-100%$8.0M———
Private Advisor Group, LLC
N/A—254,161-254,161-100%$7.7M———
Cambria Investment Management, L.P.
N/A—247,668-247,668-100%$7.5M———
Huntington National Bank
N/A—245,553-245,553-100%$7.5M———
Peapack Gladstone Financial Corp
N/A—244,872-244,872-100%$7.5M———
Sykon Capital LLC
N/A—237,128-237,128-100%$7.2M———
RPg Family Wealth Advisory, LLC
N/A—231,957-231,957-100%$7.1M———
Regal Investment Advisors LLC
N/A—226,182-226,182-100%$6.9M———
Risk Paradigm Group, LLC
N/A—224,325-224,325-100%$6.8M———
CIM, LLC
N/A—210,735-210,735-100%$6.4M———
Goldman Sachs Group Inc
N/A—209,019-209,019-100%$6.4M———
Beacon Pointe Advisors, LLC
N/A—205,499-205,499-100%$6.3M———
Cornerstone Financial Group, LLC
N/A—205,330-205,330-100%$6.3M———
Integrated Wealth Concepts LLC
N/A—197,799-197,799-100%$6.0M———
Beacon Harbor Wealth Advisors, Inc.
N/A—192,947-192,947-100%$5.9M———
Alexander Labrunerie & Co., Inc.
N/A—182,148-182,148-100%$5.6M———
Cohen & Steers, Inc.
N/A—180,715-180,715-100%$5.5M———
Quest Investment Management LLC
N/A—177,000-177,000-100%$5.4M———
Chesapeake Capital Corp
N/A—164,858-164,858-100%$5.0M———
Tidal Investments LLC
N/A—164,858-164,858-100%$5.0M———
Alerus Financial NA
N/A—159,753-159,753-100%$4.9M———
Centaurus Financial, Inc.
N/A—154,729-154,729-100%$4.7M———
Knightsbridge Asset Management, LLC
N/A—152,552-152,552-100%$4.7M———
Waverly Advisors, LLC
N/A—142,061-142,061-100%$4.3M———
Logan Stone Capital, LLC
N/A—140,725-140,725-100%$4.3M———
Invictus Private Wealth, LLC
N/A—140,447-140,447-100%$4.3M———
Alliancebernstein L.P.
N/A—136,488-136,488-100%$4.1M———
Advyzon Investment Management, LLC
N/A—136,177-136,177-100%$4.2M———
Zacks Investment Management
N/A—135,316-135,316-100%$4.1M———
Summit Financial, LLC
N/A—132,301-132,301-100%$4.0M———
CreativeOne Wealth, LLC
N/A—131,833-131,833-100%$4.0M———
Equitable Holdings, Inc.
N/A—127,478-127,478-100%$3.9M———
White Pine Capital LLC
N/A—127,304-127,304-100%$3.9M———
Jackson, Grant Investment Advisers, Inc.
N/A—127,007-127,007-100%$3.9M———
Renaissance Technologies LLC
N/A—125,400-125,400-100%$3.8M———
First American Trust, FSB
N/A—123,280-123,280-100%$3.8M———
Nicolet Bankshares Inc
N/A—122,869-122,869-100%$3.7M———
Global Retirement Partners, LLC
N/A—122,492-122,492-100%$3.7M———
Arkadios Wealth Advisors
N/A—122,168-122,168-100%$3.7M———
Donaldson Capital Management, LLC
N/A—119,999-119,999-100%$3.7M———
Bessemer Group Inc
N/A—119,561-119,561-100%$3.6M———
D L Carlson Investment Group Inc
N/A—118,649-118,649-100%$3.6M———
Hilltop Holdings Inc.
N/A—116,282-116,282-100%$3.5M———
Arkos Global Advisors
N/A—112,693-112,693-100%$3.4M———
CIBC Bancorp USA Inc.
N/A—110,422-110,422-100%$3.4M———
Opus Investment Management Inc
N/A—109,725-109,725-100%$3.3M———
Houlihan Financial Resource Group, Ltd.
N/A—108,482-108,482-100%$3.3M———
Winthrop Partners - WNY, LLC
N/A—106,483-106,483-100%$3.2M———
Crews Bank & Trust
N/A—100,810-100,810-100%$3.1M———
Insigneo Advisory Services, LLC
N/A—99,787-99,787-100%$3.0M———
WJ Financial Advisors LLC
N/A—97,889-97,889-100%$3.0M———
Harbour Investments, Inc.
N/A—97,720-97,720-100%$3.0M———
Intrepid Financial Planning Group LLC
N/A—96,966-96,966-100%$3.0M———
Cary Street Partners Financial LLC
N/A—93,858-93,858-100%$2.9M———
Sierra Capital LLC
N/A—90,996-90,996-100%$2.8M———
Arax Advisory Partners
N/A—87,005-87,005-100%$2.7M———
Destination Wealth Management
N/A—86,225-86,225-100%$2.6M———
Mutual Advisors, LLC
N/A—85,413-85,413-100%$2.6M———
Mount Lucas Management LP
N/A—85,186-85,186-100%$2.6M———
Talon Private Wealth, LLC
N/A—84,060-84,060-100%$2.6M———
OneDigital Investment Advisors LLC
N/A—81,058-81,058-100%$2.5M———
Guggenheim Capital LLC
N/A—80,363-80,363-100%$2.5M———
Berkeley Capital Partners, LLC
N/A—80,305-80,305-100%$2.4M———
Schroder Investment Management Group
N/A—76,724-76,724-100%$2.3M———
Palouse Capital Management, Inc.
N/A—76,377-76,377-100%$2.3M———
Cresset Asset Management, LLC
N/A—75,058-75,058-100%$2.3M———
Three Bearings Fiduciary Advisors, Inc.
N/A—74,617-74,617-100%$2.3M———
Ballentine Partners, LLC
N/A—74,605-74,605-100%$2.3M———
Disciplined Investments, LLC
N/A—73,230-73,230-100%$2.2M———
Mmbg Investment Advisors Co.
N/A—73,205-73,205-100%$2.2M———
Trivium Point Advisory, LLC
N/A—73,136-73,136-100%$2.2M———
BFC Planning, Inc.
N/A—70,765-70,765-100%$2.2M———
Rothschild Investment LLC
N/A—68,385-68,385-100%$2.1M———
Clearbridge Investments, LLC
N/A—68,016-68,016-100%$2.1M———
Blue Edge Capital, LLC
N/A—67,832-67,832-100%$2.1M———
Crewe Advisors LLC
N/A—67,621-67,621-100%$2.1M———
SouthState Bank Corp
N/A—67,141-67,141-100%$2.0M———
HSBC Holdings PLC
N/A—65,749-65,749-100%$2.0M———
ST Germain D J Co Inc
N/A—64,754-64,754-100%$2.0M———
Geneos Wealth Management Inc.
N/A—64,565-64,565-100%$2.0M———
AQR Capital Management LLC
N/A—63,721-63,721-100%$1.9M———
Keynote Financial Services LLC
N/A—63,189-63,189-100%$1.9M———
Checchi Capital Advisers, LLC
N/A—63,141-63,141-100%$1.9M———
Jane Street Group, LLC
N/A—60,946-60,946-100%$1.9M———
Shufro Rose & Co LLC
N/A—57,475-57,475-100%$1.8M———
Advisory Services Network, LLC
N/A—56,656-56,656-100%$1.7M———
Cassady Wealth & Retirement Planning, LLC
N/A—56,257-56,257-100%$1.7M———
Kingsview Wealth Management, LLC
N/A—55,475-55,475-100%$1.7M———
Sound View Wealth Advisors Group, LLC
N/A—55,024-55,024-100%$1.7M———
HFG Advisors, Inc.
N/A—54,893-54,893-100%$1.7M———
Mathes Company, Inc.
N/A—53,850-53,850-100%$1.6M———
Principal Securities, Inc.
N/A—53,333-53,333-100%$1.6M———
Blair William & Co
N/A—52,946-52,946-100%$1.6M———
Curi Capital, LLC
N/A—52,469-52,469-100%$1.6M———
SEI Investments Co
N/A—51,604-51,604-100%$1.6M———
First Commonwealth Financial Corp
N/A—51,045-51,045-100%$1.6M———
Tudor Financial Inc.
N/A—50,176-50,176-100%$1.5M———
Calton & Associates, Inc.
N/A—50,100-50,100-100%$1.5M———
Bowie Capital Management, LLC
N/A—50,000-50,000-100%$1.5M———
Palogic Value Management, L.P.
N/A—49,993-49,993-100%$1.5M———
IFG Advisory, LLC
N/A—49,865-49,865-100%$1.5M———
Western Wealth Management, LLC
N/A—48,098-48,098-100%$1.5M———
Voya Investment Management LLC
N/A—48,000-48,000-100%$1.5M———
Belpointe Asset Management LLC
N/A—47,589-47,589-100%$1.5M———
Matrix Private Capital Group LLC
N/A—46,175-46,175-100%$1.4M———
Valtrion Capital Management, LLC
N/A—45,545-45,545-100%$1.4M———
Sequoia Financial Advisors, LLC
N/A—44,020-44,020-100%$1.3M———
Johnson Investment Counsel Inc
N/A—43,993-43,993-100%$1.3M———
SOA Wealth Advisors, Llc.
N/A—43,900-43,900-100%$43.9K———
Balanced Wealth Group LLC
N/A—41,850-41,850-100%$1.3M———
Xcelsior Advisor Partners LLC
N/A—41,680-41,680-100%$1.3M———
Essex Financial Services, Inc.
N/A—41,214-41,214-100%$1.3M———
Vines Capital Management, LLC
N/A—40,034-40,034-100%$1.2M———
Ausdal Financial Partners, Inc.
N/A—39,949-39,949-100%$1.2M———
Cannon Wealth Management Services, LLC
N/A—39,743-39,743-100%$1.2M———
CIBC World Market Inc.
N/A—39,696-39,696-100%$1.2M———
Savvy Advisors, Inc.
N/A—39,003-39,003-100%$1.2M———
United Capital Financial Advisors, LLC
N/A—37,929-37,929-100%$1.2M———
IMA Advisory Services, Inc.
N/A—37,872-37,872-100%$1.2M———
Pettyjohn, Wood & White, Inc
N/A—37,469-37,469-100%$1.1M———
Kovack Advisors, Inc.
N/A—35,756-35,756-100%$1.1M———
World Investment Advisors
N/A—35,682-35,682-100%$1.1M———
Northwest Bancshares, Inc.
N/A—35,435-35,435-100%$1.1M———
Ameritas Advisory Services, LLC
N/A—34,735-34,735-100%$1.1M———
Bank of Marin
N/A—33,556-33,556-100%$1.0M———
FWL Investment Management, LLC
N/A—33,278-33,278-100%$1.0M———
Benjamin Edwards Inc
N/A—32,727-32,727-100%$997.8K———
Ethos Financial Group, LLC
N/A—32,357-32,357-100%$973.9K———
Haverford Trust Co
N/A—32,305-32,305-100%$985.0K———
V2 Financial group LLC
N/A—32,125-32,125-100%$979.5K———
Two Sigma Securities, LLC
N/A—31,681-31,681-100%$966.0K———
Pathstone Holdings, LLC
N/A—31,199-31,199-100%$951.2K———
Boston Research & Management Inc
N/A—31,100-31,100-100%$948.2K———
King Wealth Management Group
N/A—30,906-30,906-100%$942.0K———
RIK Saylor Financial, Inc.
N/A—30,870-30,870-100%$941.2K———
Fortis Capital Advisors, LLC
N/A—30,553-30,553-100%$931.6K———
Modern Wealth Management, LLC
N/A—30,421-30,421-100%$927.5K———
Federation des caisses Desjardins du Quebec
N/A—30,055-30,055-100%$916.4K———
Oakmont Advisory Group, LLC
N/A—29,781-29,781-100%$908.0K———
Foundations Investment Advisors, LLC
N/A—29,590-29,590-100%$902.2K———
GWN Securities Inc.
N/A—29,556-29,556-100%$901.2K———
PFG Investments, LLC
N/A—29,493-29,493-100%$899.2K———
Investment Advisory Group, LLC
N/A—29,317-29,317-100%$893.9K———
M&T Bank Corp
N/A—28,850-28,850-100%$879.6K———
Northern Trust Corp
N/A—28,728-28,728-100%$875.9K———
Franklin Resources Inc
N/A—28,630-28,630-100%$872.9K———
Advisors Asset Management, Inc.
N/A—28,630-28,630-100%$872.9K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—28,131-28,131-100%$857.7K———
Resurgent Financial Advisors LLC
N/A—27,839-27,839-100%$848.8K———
SageView Advisory Group, LLC
N/A—27,345-27,345-100%$833.8K———
Snowden Capital Advisors LLC
N/A—26,482-26,482-100%$807.4K———
Northstar Advisory Group, LLC
N/A—26,331-26,331-100%$802.8K———
Capital Fund Management S.A.
N/A—25,944-25,944-100%$791.0K———
Invst, LLC
N/A—25,530-25,530-100%$778.4K———
Banque Transatlantique SA
N/A—25,437-25,437-100%$775.6K———
Orcam Financial Group
N/A—25,264-25,264-100%$770.3K———
FAS Wealth Partners, Inc.
N/A—25,220-25,220-100%$769.0K———
Marex Group Ltd
N/A—25,200-25,200-100%$768.3K———
Vestmark Advisory Solutions, Inc.
N/A—25,150-25,150-100%$766.8K———
Whittier Trust Co
N/A—23,882-23,882-100%$734.1K———
Harbor Advisory Corp
N/A—23,858-23,858-100%$727.4K———
FCA Corp
N/A—23,744-23,744-100%$724.0K———
O'rourke & Company, Inc
N/A—23,641-23,641-100%$720.8K———
Texas Yale Capital Corp.
N/A—23,461-23,461-100%$715.3K———
Cornerstone Capital, Inc.
N/A—23,155-23,155-100%$706.0K———
JPL Wealth Management, LLC
N/A—23,016-23,016-100%$701.8K———
Hillsdale Investment Management Inc.
N/A—22,340-22,340-100%$681.1K———
Neuberger Berman Group LLC
N/A—21,915-21,915-100%$668.2K———
IHT Wealth Management, LLC
N/A—21,561-21,561-100%$657.4K———
Crabel Capital Management, LLC
N/A—21,052-21,052-100%$641.9K———
LOM Asset Management Ltd
N/A—20,680-20,680-100%$630.5K———
Wealthspire Advisors, LLC
N/A—20,553-20,553-100%$626.7K———
Dover Advisors, LLC
N/A—20,147-20,147-100%$623.8K———
Strategic Financial Partners, Ltd.
N/A—20,003-20,003-100%$609.9K———
Prospect Financial Services LLC
N/A—19,529-19,529-100%$595.5K———
Focus Partners Advisor Solutions, LLC
N/A—19,435-19,435-100%$592.6K———
Cardiff Park Advisors, LLC
N/A—19,395-19,395-100%$591.4K———
FMR LLC
N/A—18,773-18,773-100%$572.4K———
Edmond de Rothschild Holding S.A.
N/A—18,612-18,612-100%$567.5K———
Cunning Capital Partners, LP
N/A—18,500-18,500-100%$564.0K———
First Manhattan Co. Llc.
N/A—18,095-18,095-100%$551.7K———
Keystone Financial Group
N/A—17,623-17,623-100%$537.3K———
Tower Bridge Advisors
N/A—17,575-17,575-100%$535.9K———
TRB Wealth Management, LLC
N/A—17,005-17,005-100%$518.5K———
Everstar Asset Management, LLC
N/A—16,943-16,943-100%$516.6K———
Westwood Holdings Group Inc
N/A—16,693-16,693-100%$509.0K———
Novare Capital Management LLC
N/A—16,668-16,668-100%$508.2K———
Coastwise Capital Group, LLC
N/A—16,500-16,500-100%$503.1K———
Freestone Capital Holdings, LLC
N/A—16,144-16,144-100%$492.2K———
Bragg Financial Advisors, Inc
N/A—16,100-16,100-100%$490.9K———
Venturi Wealth Management, LLC
N/A—15,974-15,974-100%$487.0K———
Bank of Nova Scotia
N/A—15,900-15,900-100%$489.0K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—15,763-15,763-100%$480.6K———
One Capital Management, LLC
N/A—15,749-15,749-100%$477.5K———
EFG International AG
N/A—15,739-15,739-100%$480.1K———
KMT Wealth Management, LLC
N/A—15,686-15,686-100%$478.3K———
Formulate Financial LLC
N/A—15,365-15,365-100%$468.5K———
Kiley Juergens Wealth Management, LLC
N/A—15,137-15,137-100%$461.5K———
Measured Wealth Private Client Group, LLC
N/A—15,123-15,123-100%$461.1K———
First National Bank of Omaha
N/A—15,088-15,088-100%$461.8K———
Arete Wealth Advisors, LLC
N/A—14,961-14,961-100%$456.2K———
Summit Trail Advisors, LLC
N/A—14,900-14,900-100%$454.3K———
Maridea Wealth Management LLC
N/A—14,835-14,835-100%$452.4K———
Bartlett & Co. Wealth Management LLC
N/A—14,834-14,834-100%$452.3K———
NewEdge Wealth, LLC
N/A—14,698-14,698-100%$448.1K———
Performance Wealth Partners, LLC
N/A—14,537-14,537-100%$443.2K———
Hunter Perkins Capital Management, LLC
N/A—14,468-14,468-100%$441———
Bcwm, LLC
N/A—14,288-14,288-100%$435.6K———
Ground Swell Capital, LLC
N/A—14,216-14,216-100%$433.4K———
Wharton Business Group, LLC
N/A—14,140-14,140-100%$431.1K———
National Philanthropic Trust
N/A—14,000-14,000-100%$426.9K———
Glenmede Trust Co NA
N/A—13,892-13,892-100%$423.6K———
Rialto Wealth Management, LLC
N/A—13,762-13,762-100%$419.6K———
Boreal Capital Management LLC
N/A—13,400-13,400-100%$408.6K———
JT Stratford LLC
N/A—13,302-13,302-100%$405.6K———
Ranch Capital Advisors Inc.
N/A—13,280-13,280-100%$404.9K———
Beck Bode, LLC
N/A—13,222-13,222-100%$403.1K———
Hexagon Capital Partners LLC
N/A—13,090-13,090-100%$399.1K———
AE Wealth Management LLC
N/A—13,033-13,033-100%$397.4K———
Douglass Winthrop Advisors, LLC
N/A—12,500-12,500-100%$381.1K———
Timbuktu Capital Management, LLC
N/A—12,430-12,430-100%$379.0K———
United Bank
N/A—12,313-12,313-100%$375.4K———
Wealthfront Advisers LLC
N/A—12,231-12,231-100%$372.9K———
Petix & Botte Co
N/A—12,217-12,217-100%$372.5K———
Van Hulzen Asset Management, LLC
N/A—11,855-11,855-100%$361.5K———
Easterly Investment Partners LLC
N/A—11,791-11,791-100%$359.5K———
TD Capital Management LLC
N/A—11,621-11,621-100%$354.3K———
Whittier Trust Co of Nevada Inc
N/A—11,615-11,615-100%$354.4K———
Smith, Moore & Co.
N/A—11,602-11,602-100%$353.7K———
Financial Engines Advisors L.L.C.
N/A—11,464-11,464-100%$349.5K———
Magnolia Capital Advisors LLC
N/A—11,440-11,440-100%$348.8K———
Pallas Capital Advisors LLC
N/A—11,410-11,410-100%$347.9K———
EP Wealth Advisors, LLC
N/A—11,084-11,084-100%$338.0K———
Peak Retirement Planning, Inc.
N/A—10,987-10,987-100%$335.0K———
Johnson Financial Group, Inc.
N/A—10,955-10,955-100%$334.0K———
Continuum Advisory, LLC
N/A—10,863-10,863-100%$331.2K———
Burnham & Co LLC
N/A—10,490-10,490-100%$319.9K———
Bluespring Wealth Management, LLC
N/A—10,282-10,282-100%$313.5K———
JPMorgan Chase & Co
N/A—10,265-10,265-100%$314.2K———
Atlantic Union Bankshares Corp
N/A—10,205-10,205-100%$311.2K———
Westfuller Advisors, LLC
N/A—10,202-10,202-100%$311.1K———
Strategic Wealth Partners, Ltd.
N/A—10,036-10,036-100%$306.0K———
Main Street Financial Solutions, LLC
N/A—9,997-9,997-100%$304.8K———
Wulff, Hansen & Co.
N/A—9,935-9,935-100%$302.9K———
R.H. Investment Group, LLC
N/A—9,900-9,900-100%$301.9K———
Thoroughbred Financial Services, LLC
N/A—9,873-9,873-100%$301.0K———
Sfmg, LLC
N/A—9,819-9,819-100%$299.4K———
Cumberland Partners Ltd
N/A—9,800-9,800-100%$298.8K———
Ancora Advisors LLCA
N/A—9,666-9,666-100%$294.7K———
Camarda Financial Advisors, LLC
N/A—9,629-9,629-100%$293.6K———
Traub Capital Management LLC
N/A—9,611-9,611-100%$293.0K———
Entelevest, LLC
N/A—9,394-9,394-100%$286.4K———
Fort Sheridan Advisors LLC
N/A—9,379-9,379-100%$286.0K———
CFO4Life Group, LLC
N/A—8,975-8,975-100%$273.7K———
Inspire Advisors, LLC
N/A—8,971-8,971-100%$273.5K———
Alesco Advisors, LLC, An ESL Co
N/A—8,869-8,869-100%$270.4K———
Glen Eagle Advisors, LLC
N/A—8,634-8,634-100%$263.3K———
Leigh Baldwin & Co., LLC
N/A—8,613-8,613-100%$262.6K———
Stratos Wealth Advisors, LLC
N/A—8,598-8,598-100%$262.2K———
Madison Wealth Partners, Inc
N/A—8,500-8,500-100%$259.2K———
Ingalls & Snyder LLC
N/A—8,400-8,400-100%$256.0K———
Wilson & Boucher Capital Management, LLC
N/A—8,300-8,300-100%$253.1K———
Alpha Financial Partners LLC
N/A—8,213-8,213-100%$250.4K———
Summit Wealth Partners, LLC
N/A—8,009-8,009-100%$244.2K———
Dorsey & Whitney Trust Co LLC
N/A—8,000-8,000-100%$243.9K———
J. M. Brown & Associates Inc.
N/A—7,617-7,617-100%$232.2K———
BTG Pactual Asset Management US LLC
N/A—7,525-7,525-100%$229.4K———
Olde Wealth Management, LLC
N/A—7,500-7,500-100%$228.0K———
Independent Advisor Alliance
N/A—7,488-7,488-100%$228.3K———
Ames National Corp
N/A—7,450-7,450-100%$227.2K———
Flputnam Investment Management Co
N/A—7,426-7,426-100%$244.8K———
Vawter Financial, Ltd.
N/A—7,294-7,294-100%$222.4K———
Spartan Wealth Advisory Services LLC
N/A—7,285-7,285-100%$222.1K———
OneAscent Financial Services LLC
N/A—7,281-7,281-100%$222.0K———
Wealth Management Associates, Inc.
N/A—7,268-7,268-100%$221.6K———
Axis Wealth Partners, LLC
N/A—7,168-7,168-100%$218.6K———
BHK Investment Advisors, LLC
N/A—7,040-7,040-100%$214.7K———
Maripau Wealth Management LLC
N/A—7,032-7,032-100%$214.4K———
Oxbow Advisors, LLC
N/A—6,855-6,855-100%$209.0K———
HighPoint Advisor Group LLC
N/A—6,659-6,659-100%$203.0K———
Fiduciary Trust Co
N/A—6,569-6,569-100%$200.3K———
Godfrey Financial Associates, Inc.
N/A—6,027-6,027-100%$183.8K———
New England Asset Management Inc
N/A—6,000-6,000-100%$182.9K———
Smithfield Trust Co
N/A—5,748-5,748-100%$177.0K———
Colonial Trust Co / SC
N/A—5,654-5,654-100%$172.4K———
MRP Capital Investments, LLC
N/A—4,739-4,739-100%$144.5K———
Medallion Wealth Advisors, LLC
N/A—4,311-4,311-100%$131.5K———
Founders Financial Alliance, LLC
N/A—4,279-4,279-100%$130.5K———
N.E.W. Advisory Services LLC
N/A—3,902-3,902-100%$119.0K———
Smartleaf Asset Management LLC
N/A—3,777-3,777-100%$115.6K———
WealthShield Partners, LLC
N/A—3,762-3,762-100%$114.7K———
Stelac Advisory Services LLC
N/A—3,581-3,581-100%$109.2K———
Aptus Capital Advisors, LLC
N/A—3,572-3,572-100%$108.9K———
JTC Employer Solutions Trustee Ltd
N/A—3,000-3,000-100%$92.0K———
Security National Bank of Sioux City Iowa
N/A—2,900-2,900-100%$88.4K———
Brown Brothers Harriman & Co
N/A—2,870-2,870-100%$87.5K———
Nalls Sherbakoff Group, LLC
N/A—2,866-2,866-100%$87.4K———
Fiduciary Financial Advisors
N/A—2,803-2,803-100%$85.5K———
Windsor Advisory Group, LLC
N/A—2,800-2,800-100%$85.4K———
Providence Capital Advisors, LLC
N/A—2,058-2,058-100%$62.7K———
Lavaca Capital LLC
N/A—1,930-1,930-100%$58.8K———
WealthCollab, LLC
N/A—1,840-1,840-100%$56.1K———
Wellington-Altus USA Inc.
N/A—1,757-1,757-100%$53.3K———
Tower Research Capital LLC (TRC)
N/A—1,637-1,637-100%$49.9K———
Luminist Capital LLC
N/A—1,544-1,544-100%$47.1K———
Horizon Investments, LLC
N/A—1,497-1,497-100%$45.2K———
Ankerstar Wealth, LLC
N/A—1,427-1,427-100%$43.5K———
Darwin Wealth Management, LLC
N/A—1,358-1,358-100%$41.4K———
Webster Bank, N. A.
N/A—1,352-1,352-100%$41.2K———
Horizon Kinetics Asset Management LLC
N/A—1,326-1,326-100%$40.4K———
Synergy Investment Management, LLC
N/A—1,276-1,276-100%$38.9K———
Topsail Wealth Management, LLC
N/A—1,125-1,125-100%$34.3K———
JDM Financial Group LLC
N/A—1,100-1,100-100%$33.5K———
Caldwell Sutter Capital, Inc.
N/A—980-980-100%$29.9K———
Corsicana & Co.
N/A—920-920-100%$28.1K———
Front Row Advisors LLC
N/A—919-919-100%$28.1K———
Bogart Wealth, LLC
N/A—894-894-100%$27.2K———
UBS Asset Management Americas LLC
N/A—830-830-100%$25.3K———
Kilter Group LLC
N/A—810-810-100%$24.7K———
Beaird Harris Wealth Management, LLC
N/A—745-745-100%$22.7K———
RED Reef Advisors LLC
N/A—696-696-100%$21.2K———
Colonial Trust Advisors
N/A—625-625-100%$19.1K———
CoreFirst Bank & Trust
N/A—600-600-100%$18.3K———
HM Payson & Co
N/A—600-600-100%$18.3K———
Capital Analysts, LLC
N/A—594-594-100%$18.0K———
Caitlin John, LLC
N/A—514-514-100%$15.7K———
Mark Sheptoff Financial Planning, LLC
N/A—500-500-100%$15.2K———
Game Plan Financial Advisors, LLC
N/A—500-500-100%$15.2K———
Mcguire Capital Advisors Inc
N/A—408-408-100%$12.4K———
Oxford Financial Group, Ltd. LLC
N/A—400-400-100%$12.2K———
SHP Wealth Management
N/A—270-270-100%$8.2K———
Harborfront Financial Group LLC
N/A—267-267-100%$8.1K———
1248 Management, LLC
N/A—265-265-100%$8.1K———
CVA Family Office, LLC
N/A—253-253-100%$7.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—250-250-100%$7.6K———
Howe & Rusling Inc
N/A—228-228-100%$7.0K———
Atomic Invest LLC
N/A—164-164-100%$5.0K———
Strive Financial Group,LLC
N/A—163-163-100%$5.0K———
Anchor Investment Management, LLC
N/A—156-156-100%$4.8K———
LRI Investments, LLC
N/A—150-150-100%$4.6K———
Nova Wealth Management, Inc.
N/A—117-117-100%$3.6K———
BNP Paribas Financial Markets
N/A—80-80-100%$2.4K———
Atlantic Private Wealth, LLC
N/A—39-39-100%$1.2K———
Cornerstone Financial Management LLC
N/A—21-21-100%$640———
Dunhill Financial, LLC
N/A—12-12-100%$365———
Ameritas Investment Partners, Inc.
N/A—11-11-100%$337———
O'shaughnessy Asset Management, LLC
N/A—2-2-100%$61———
Showing 1022 of 1022 institutions