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Ishares U.S. Aerospace & DEF (ITA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
INCREASED
Shares352,477 from 343,700
Change+8,777 (+3%)
Value$73.0M (-$10.3M)
Filed 2026-11-02
Systelligence, LLC
INCREASED
Shares257,289 from 10,245
Change+247,044 (+2411%)
Value$16.6M (+$14.1M)
Filed 2026-11-05
Citigroup Inc
INCREASED
Shares230,447 from 119,943
Change+110,504 (+92%)
Value$47.7M (+$18.7M)
Filed 2026-11-04
Truist Financial Corp
INCREASED
Shares200,236 from 193,637
Change+6,599 (+3%)
Value$41.5M (-$5.5M)
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares174,601 from 169,244
Change+5,357 (+3%)
Value$36.2K (-$41.0M)
Filed 2026-11-02
Sagespring Wealth Partners, LLC
INCREASED
Shares171,716 from 161,313
Change+10,403 (+6%)
Value$35.6M (-$3.5M)
Filed 2026-10-22
OpenArc Corporate Advisory, LLC
INCREASED
Shares165,632 from 157,421
Change+8,211 (+5%)
Value$34.3M (-$3.8M)
Filed 2026-10-21
IFP Advisors, Inc
DECREASED
Shares108,334 from 109,759
Change-1,425 (-1%)
Value$22.4M (-$4.2M)
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares98,998 from 89,817
Change+9,181 (+10%)
Value$20.3M (-$1.2M)
Filed 2026-10-13
AlphaCore Capital LLC
DECREASED
Shares95,499 from 126,827
Change-31,328 (-25%)
Value$19.8M (-$11.0M)
Filed 2026-11-04
Kestra Advisory Services, LLC
INCREASED
Shares89,277 from 72,782
Change+16,495 (+23%)
Value$18.5M (+$852.7K)
Filed 2026-11-02
Park Avenue Securities LLC
DECREASED
Shares82,887 from 84,794
Change-1,907 (-2%)
Value$17.2K (-$20.5M)
Filed 2026-10-26
Meitav Investment House LTD
DECREASED
Shares80,532 from 90,081
Change-9,549 (-11%)
Value$16.7M (-$5.2M)
Filed 2026-10-28
Diversify Wealth Management, LLC
INCREASED
Shares70,630 from 66,670
Change+3,960 (+6%)
Value$14.6M (-$1.6M)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares70,630 from 66,670
Change+3,960 (+6%)
Value$14.6M (-$1.6M)
Filed 2026-10-20
Cadent Capital Advisors, LLC
DECREASED
Shares63,327 from 91,179
Change-27,852 (-31%)
Value$13.1M (-$9.0M)
Filed 2026-10-09
Ferguson Wellman Capital Management, Inc
DECREASED
Shares60,788 from 66,008
Change-5,220 (-8%)
Value$12.6M (-$3.4M)
Filed 2026-10-05
Thrivent Financial for Lutherans
DECREASED
Shares60,657 from 66,922
Change-6,265 (-9%)
Value$12.6M (-$3.6M)
Filed 2026-11-05
Independent Financial Group, LLC
INCREASED
Shares59,327 from 56,892
Change+2,435 (+4%)
Value$12.3M (-$1.5M)
Filed 2026-10-13
Stone House Investment Management, LLC
DECREASED
Shares55,291 from 55,650
Change-359 (-1%)
Value$11.5M (-$2.0M)
Filed 2026-10-23
Creative Planning
INCREASED
Shares51,582 from 47,028
Change+4,554 (+10%)
Value$10.7M (-$713.7K)
Filed 2026-11-02
TD Waterhouse Canada Inc.
INCREASED
Shares51,270 from 48,878
Change+2,392 (+5%)
Value$10.7M (-$1.3M)
Filed 2026-10-16
WealthCare Investment Partners, LLC
DECREASED
Shares51,244 from 51,841
Change-597 (-1%)
Value$10.6M (-$2.0M)
Filed 2026-11-05
Prospera Financial Services Inc
DECREASED
Shares49,671 from 72,809
Change-23,138 (-32%)
Value$10.4M (-$7.2M)
Filed 2026-11-04
Concurrent Investment Advisors, LLC
DECREASED
Shares49,360 from 52,866
Change-3,506 (-7%)
Value$10.2M (-$2.6M)
Filed 2026-10-16
Prime Capital Investment Advisors, LLC
INCREASED
Shares48,156 from 43,889
Change+4,267 (+10%)
Value$10.0M (-$662.7K)
Filed 2026-10-20
Atria Investments, Inc
DECREASED
Shares47,115 from 48,121
Change-1,006 (-2%)
Value$9.8M (-$1.9M)
Filed 2026-10-15
Clear Wave Wealth Management LLC
INCREASED
Shares45,259 from 43,008
Change+2,251 (+5%)
Value$9.4M (-$1.0M)
Filed 2026-11-04
Kraft, Davis & Associates, LLC
DECREASED
Shares38,606 from 39,541
Change-935 (-2%)
Value$8.0M (-$1.4M)
Filed 2026-10-21
Founders Financial Securities LLC
INCREASED
Shares37,626 from 34,670
Change+2,956 (+9%)
Value$7.8M (-$609.5K)
Filed 2026-10-28
Ignite Planners, LLC
DECREASED
Shares37,504 from 38,600
Change-1,096 (-3%)
Value$7.8M (-$1.6M)
Filed 2026-10-14
Well Done, LLC
DECREASED
Shares37,004 from 37,594
Change-590 (-2%)
Value$7.7M (-$1.4M)
Filed 2026-10-20
Oppenheimer & Co Inc
DECREASED
Shares36,750 from 37,982
Change-1,232 (-3%)
Value$7.6M (-$1.6M)
Filed 2026-10-26
J.W. Cole Advisors, Inc.
DECREASED
Shares36,370 from 39,088
Change-2,718 (-7%)
Value$7.5M (-$1.9M)
Filed 2026-11-05
Carota Wealth Management
NEW
Shares36,015
Change+36,015
Value$7.5M
Filed 2026-11-03
MRA Advisory Group
DECREASED
Shares34,109 from 37,956
Change-3,847 (-10%)
Value$7.1M (-$2.1M)
Filed 2026-10-07
New York Life Investment Management LLC
INCREASED
Shares33,150 from 11,233
Change+21,917 (+195%)
Value$6.9M (+$4.1M)
Filed 2026-11-04
Focus Wealth Advisors, LLC
DECREASED
Shares33,070 from 33,667
Change-597 (-2%)
Value$6.9M (-$1.3M)
Filed 2026-10-14
Cottonwood Capital Advisors, LLC
INCREASED
Shares32,499 from 31,762
Change+737 (+2%)
Value$6.7M (-$966.7K)
Filed 2026-10-20
Accel Wealth Management
INCREASED
Shares31,699 from 30,190
Change+1,509 (+5%)
Value$6.6M (-$751.3K)
Filed 2026-10-13
Procyon Advisors, LLC
INCREASED
Shares31,635 from 1,175
Change+30,460 (+2592%)
Value$6.6M (+$6.3M)
Filed 2026-10-21
15 Wealth Advisors LLC
NEW
Shares30,564
Change+30,564
Value$6.3M
Filed 2026-10-14
Yarbrough Capital, LLC
UNCHANGED
Shares30,393 from 30,393
Change0 (0%)
Value$6.3M (-$1.1M)
Filed 2026-10-19
Bluesphere Advisors LLC
DECREASED
Shares30,257 from 30,772
Change-515 (-2%)
Value$6.3M (-$1.2M)
Filed 2026-10-19
Ayalon Insurance Comp Ltd.
INCREASED
Shares29,689 from 22,889
Change+6,800 (+30%)
Value$6.2K (+$602)
Filed 2026-10-08
CX Institutional
INCREASED
Shares28,767 from 24,084
Change+4,683 (+19%)
Value$6.0K (+$122)
Filed 2026-10-02
Patten & Patten Inc
INCREASED
Shares28,426 from 25,841
Change+2,585 (+10%)
Value$5.9M (-$375.1K)
Filed 2026-10-26
PW Nova Financial Services LLC
DECREASED
Shares27,761 from 28,444
Change-683 (-2%)
Value$5.8M (-$1.1M)
Filed 2026-10-15
Principle Wealth Partners LLC
DECREASED
Shares26,324 from 27,311
Change-987 (-4%)
Value$5.5M (-$1.2M)
Filed 2026-11-02
Lineweaver Wealth Advisors, LLC
INCREASED
Shares26,296 from 25,782
Change+514 (+2%)
Value$5.4M (-$802.0K)
Filed 2026-10-13
Steele Capital Management, Inc.
INCREASED
Shares26,171 from 23,467
Change+2,704 (+12%)
Value$5.4M (-$266.8K)
Filed 2026-11-02
Trilogy Capital Inc.
INCREASED
Shares25,248 from 14,717
Change+10,531 (+72%)
Value$5.2M (+$1.7M)
Filed 2026-10-20
Fifth Third Securities, Inc.
DECREASED
Shares25,108 from 27,082
Change-1,974 (-7%)
Value$5.2M (-$1.4M)
Filed 2026-10-21
Elevated Financial Group LLC
NEW
Shares24,804
Change+24,804
Value$5.1M
Filed 2026-10-16
Mosley Wealth Management
INCREASED
Shares24,591 from 23,205
Change+1,386 (+6%)
Value$5.1M (-$537.0K)
Filed 2026-10-16
5th Street Advisors, LLC
INCREASED
Shares24,547 from 22,526
Change+2,021 (+9%)
Value$5.1M (-$375.1K)
Filed 2026-11-04
Sigma Planning Corp
INCREASED
Shares24,355 from 23,273
Change+1,082 (+5%)
Value$5.0M (-$596.1K)
Filed 2026-10-23
Banque Pictet & CIE SA
UNCHANGED
Shares23,535 from 23,535
Change0 (0%)
Value$4.9M (-$841.6K)
Filed 2026-10-16
Apollon Financial, LLC
DECREASED
Shares22,874 from 23,157
Change-283 (-1%)
Value$4.7M (-$874.6K)
Filed 2026-10-23
Capstone Wealth Management Group, Inc.
DECREASED
Shares21,173 from 21,426
Change-253 (-1%)
Value$4.4M (-$807.5K)
Filed 2026-10-19
Lido Advisors, LLC
DECREASED
Shares20,986 from 21,575
Change-589 (-3%)
Value$4.3M (-$882.5K)
Filed 2026-11-04
Financial Life Advisors
INCREASED
Shares20,846 from 20,433
Change+413 (+2%)
Value$4.3M (-$634.6K)
Filed 2026-10-14
Herbst Group, LLC
INCREASED
Shares20,063 from 19,140
Change+923 (+5%)
Value$4.2M (-$483.3K)
Filed 2026-10-20
Arrien Investments, Inc.
DECREASED
Shares19,876 from 32,282
Change-12,406 (-38%)
Value$4.1M (-$3.7M)
Filed 2026-10-30
William John Sempolinski
DECREASED
Shares19,858 from 19,893
Change-35 (0%)
Value$4.1M (-$708.3K)
Filed 2026-10-20
D.A. Davidson & Co.
INCREASED
Shares19,704 from 18,369
Change+1,335 (+7%)
Value$4.1M (-$370.8K)
Filed 2026-10-28
Oasis Advisors, LLC
INCREASED
Shares18,966 from 16,219
Change+2,747 (+17%)
Value$3.9M (-$2.3K)
Filed 2026-10-16
Evolution Wealth Advisors, LLC
UNCHANGED
Shares18,877 from 18,877
Change0 (0%)
Value$3.9M (-$665.2K)
Filed 2026-11-03
Ferguson Shapiro LLC
NEW
Shares18,280
Change+18,280
Value$3.8M
Filed 2026-10-16
TigerOak Management, L.L.C.
DECREASED
Shares18,081 from 18,136
Change-55 (0%)
Value$3.7M (-$650.5K)
Filed 2026-10-23
Philadelphia Trust Co
UNCHANGED
Shares18,055 from 18,055
Change0 (0%)
Value$3.7M (-$636.0K)
Filed 2026-11-05
Asset One Wealth Management LLC
INCREASED
Shares17,692 from 7,524
Change+10,168 (+135%)
Value$3.7M (+$1.9M)
Filed 2026-11-02
Apollon Wealth Management, LLC
DECREASED
Shares17,676 from 18,241
Change-565 (-3%)
Value$3.7M (-$759.9K)
Filed 2026-10-23
Certified Advisory Corp
INCREASED
Shares17,564 from 15,596
Change+1,968 (+13%)
Value$3.6M (-$141.8K)
Filed 2026-10-29
BigSur Wealth Management LLC
UNCHANGED
Shares17,564 from 17,564
Change0 (0%)
Value$3.6M (-$619.0K)
Filed 2026-10-13
Financial Partners Group, Inc
DECREASED
Shares17,355 from 20,594
Change-3,239 (-16%)
Value$3.6M (-$1.4M)
Filed 2026-10-19
FSM Wealth Advisors, LLC
INCREASED
Shares16,108 from 14,474
Change+1,634 (+11%)
Value$3.3M (-$208.4K)
Filed 2026-10-27
Y-Intercept (Hong Kong) Ltd
NEW
Shares16,051
Change+16,051
Value$3.3M
Filed 2026-10-16
Parallel Advisors, LLC
INCREASED
Shares15,841 from 14,420
Change+1,421 (+10%)
Value$3.3M (-$214.0K)
Filed 2026-11-03
Nations Financial Group Inc,
INCREASED
Shares15,240 from 15,205
Change+35 (+0%)
Value$3.2M (-$528.6K)
Filed 2026-11-05
MFA Wealth Advisors, LLC
DECREASED
Shares15,062 from 15,251
Change-189 (-1%)
Value$3.1M (-$576.6K)
Filed 2026-10-07
Mirae Asset Global Investments Co., Ltd.
NEW
Shares15,000
Change+15,000
Value$3.1M
Filed 2026-11-03
Capital Wealth Alliance, LLC
DECREASED
Shares14,810 from 16,946
Change-2,136 (-13%)
Value$3.1M (-$1.0M)
Filed 2026-10-20
Unique Wealth, LLC
INCREASED
Shares14,644 from 13,934
Change+710 (+5%)
Value$3.0M (-$343.9K)
Filed 2026-10-16
Csenge Advisory Group
DECREASED
Shares14,640 from 16,006
Change-1,366 (-9%)
Value$3.0M (-$847.1K)
Filed 2026-11-04
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares14,376 from 14,241
Change+135 (+1%)
Value$3.0M (-$473.8K)
Filed 2026-10-29
Assetmark, Inc
INCREASED
Shares13,682 from 13,459
Change+223 (+2%)
Value$2.8M (-$428.1K)
Filed 2026-10-21
Wealth Quarterback LLC
INCREASED
Shares13,600 from 13,080
Change+520 (+4%)
Value$2.8M (-$353.1K)
Filed 2026-10-20
Base Wealth Management LLC
INCREASED
Shares13,342 from 11,110
Change+2,232 (+20%)
Value$2.8M (+$71.0K)
Filed 2026-10-21
Brookstone Capital Management
INCREASED
Shares11,812 from 11,442
Change+370 (+3%)
Value$2.4M (-$326.4K)
Filed 2026-10-22
Jackson Square Capital, LLC
DECREASED
Shares11,611 from 20,027
Change-8,416 (-42%)
Value$2.4M (-$2.4M)
Filed 2026-10-19
MGO One Seven LLC
DECREASED
Shares11,603 from 12,605
Change-1,002 (-8%)
Value$2.4M (-$651.7K)
Filed 2026-10-28
Kestra Private Wealth Services, LLC
DECREASED
Shares11,572 from 13,528
Change-1,956 (-14%)
Value$2.4M (-$882.1K)
Filed 2026-10-30
Spire Wealth Management
DECREASED
Shares11,557 from 12,040
Change-483 (-4%)
Value$2.4M (-$524.3K)
Filed 2026-10-30
Cdkv Holdings LLC
INCREASED
Shares11,487 from 11,451
Change+36 (+0%)
Value$2.4M (-$396.0K)
Filed 2026-10-28
Cornerstone Wealth Management, LLC
INCREASED
Shares11,350 from 10,827
Change+523 (+5%)
Value$2.4M (-$273.3K)
Filed 2026-11-04
Global Financial Private Client, LLC
INCREASED
Shares11,348 from 11,047
Change+301 (+3%)
Value$2.4M (-$326.9K)
Filed 2026-10-15
Regions Financial Corp
INCREASED
Shares11,074 from 10,789
Change+285 (+3%)
Value$2.3M (-$321.2K)
Filed 2026-11-05
JBR Co Financial Management Inc
UNCHANGED
Shares10,752 from 10,752
Change0 (0%)
Value$2.6M (+$15.5K)
Filed 2026-10-13
Sheets Smith Wealth Management
INCREASED
Shares10,745 from 10,270
Change+475 (+5%)
Value$2.2M (-$263.5K)
Filed 2026-10-16
Focus Financial Network, Inc.
DECREASED
Shares10,695 from 10,938
Change-243 (-2%)
Value$2.2M (-$435.7K)
Filed 2026-10-14
Winthrop Capital Management, LLC
DECREASED
Shares10,672 from 11,076
Change-404 (-4%)
Value$2.2M (-$473.9K)
Filed 2026-11-05
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares10,573 from 10,335
Change+238 (+2%)
Value$2.2M (-$314.9K)
Filed 2026-10-28
Ascentis Independent Advisors
NEW
Shares10,539
Change+10,539
Value$2.2M
Filed 2026-11-03
Bank of New York Mellon Corp
INCREASED
Shares10,468 from 9,441
Change+1,027 (+11%)
Value$2.2M (-$120.0K)
Filed 2026-11-05
Pilgrim Partners Asia Pte Ltd
NEW
Shares10,450
Change+10,450
Value$2.2M
Filed 2026-10-29
Farther Finance Advisors, LLC
DECREASED
Shares10,337 from 10,486
Change-149 (-1%)
Value$2.1M (-$400.3K)
Filed 2026-10-08
Dumont & Blake Investment Advisors LLC
DECREASED
Shares10,056 from 10,070
Change-14 (0%)
Value$2.1M (-$357.9K)
Filed 2026-10-28
Patton Albertson Miller Group, LLC
INCREASED
Shares9,995 from 9,816
Change+179 (+2%)
Value$2.1M (-$308.8K)
Filed 2026-10-26
Centerline Wealth Advisors, LLC
INCREASED
Shares9,827 from 9,510
Change+317 (+3%)
Value$2.0M (-$269.6K)
Filed 2026-10-15
SS&H Financial Advisors, Inc.
UNCHANGED
Shares9,675 from 9,675
Change0 (0%)
Value$2.0K (-$2.3M)
Filed 2026-10-28
Family Legacy, Inc.
DECREASED
Shares9,393 from 9,609
Change-216 (-2%)
Value$1.9M (-$383.4K)
Filed 2026-10-13
Global Assets Advisory, LLC
INCREASED
Shares9,211 from 9,048
Change+163 (+2%)
Value$1.9M (-$297.3K)
Filed 2026-10-28
Perennial Advisors, LLC
INCREASED
Shares8,964 from 1,247
Change+7,717 (+619%)
Value$1.9M (+$1.6M)
Filed 2026-10-13
Savant Capital, LLC
INCREASED
Shares8,893 from 4,962
Change+3,931 (+79%)
Value$1.8M (+$609.5K)
Filed 2026-11-06
Cardinal Point Capital Management ULC
DECREASED
Shares8,760 from 8,780
Change-20 (0%)
Value$1.8M (-$313.6K)
Filed 2026-10-21
Lodestar Private Asset Management LLC
DECREASED
Shares8,711 from 8,801
Change-90 (-1%)
Value$1.8M (-$328.8K)
Filed 2026-10-26
Sowell Financial Services LLC
DECREASED
Shares8,693 from 16,624
Change-7,931 (-48%)
Value$1.8M (-$2.2M)
Filed 2026-10-23
Kingswood Wealth Advisors, LLC
INCREASED
Shares8,685 from 5,609
Change+3,076 (+55%)
Value$1.8M (+$439.6K)
Filed 2026-10-23
US Bancorp \de\
DECREASED
Shares8,525 from 8,789
Change-264 (-3%)
Value$1.8M (-$364.4K)
Filed 2026-11-05
Artemis Wealth Advisors, LLC
INCREASED
Shares8,436 from 8,426
Change+10 (+0%)
Value$1.7M (-$294.9K)
Filed 2026-11-05
McGuire Investment Group, LLC
UNCHANGED
Shares8,412 from 8,412
Change0 (0%)
Value$1.7M (-$296.4K)
Filed 2026-10-23
Capital Advisors, Ltd. LLC
INCREASED
Shares8,374 from 8,330
Change+44 (+1%)
Value$1.7K (-$284)
Filed 2026-10-27
Stephen J. Garry & Associates, LLC
INCREASED
Shares8,371 from 8,042
Change+329 (+4%)
Value$1.7M (-$215.2K)
Filed 2026-11-05
Massachusetts Wealth Management
INCREASED
Shares8,353 from 8,008
Change+345 (+4%)
Value$1.7M (-$210.7K)
Filed 2026-10-21
Castle Rock Wealth Management, LLC
DECREASED
Shares8,200 from 9,641
Change-1,441 (-15%)
Value$1.7M (-$643.3K)
Filed 2026-10-09
Ashton Thomas Private Wealth, LLC
INCREASED
Shares8,155 from 6,962
Change+1,193 (+17%)
Value$1.7M (+$1.7K)
Filed 2026-11-03
Sovran Advisors, LLC
DECREASED
Shares8,151 from 8,674
Change-523 (-6%)
Value$1.7M (-$378.2K)
Filed 2026-11-02
BridgePort Financial Solutions, LLC
INCREASED
Shares8,136 from 7,393
Change+743 (+10%)
Value$1.7M (-$106.6K)
Filed 2026-11-02
Wedbush Securities Inc
INCREASED
Shares7,876 from 7,782
Change+94 (+1%)
Value$1.6K (-$1.9M)
Filed 2026-10-22
Vontobel Holding Ltd.
INCREASED
Shares7,786 from 6,427
Change+1,359 (+21%)
Value$1.6M (+$55.1K)
Filed 2026-10-16
Ridgeline Wealth Planning, LLC
INCREASED
Shares7,727 from 7,569
Change+158 (+2%)
Value$1.6M (-$234.2K)
Filed 2026-10-29
Elevation Point Wealth Partners, LLC
INCREASED
Shares7,660 from 6,559
Change+1,101 (+17%)
Value$1.6M (-$3.6K)
Filed 2026-11-05
PFG Advisors
DECREASED
Shares7,625 from 7,904
Change-279 (-4%)
Value$1.6M (-$336.3K)
Filed 2026-10-16
Missouri Trust & Investment Co
DECREASED
Shares7,605 from 7,705
Change-100 (-1%)
Value$1.6M (-$271.0K)
Filed 2026-11-04
Landaas & Co
INCREASED
Shares7,216 from 6,589
Change+627 (+10%)
Value$1.5M (-$102.3K)
Filed 2026-10-29
Odyssey Capital Advisors, Inc.
DECREASED
Shares7,146 from 7,383
Change-237 (-3%)
Value$1.5M (-$309.1K)
Filed 2026-10-26
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares7,106 from 8,525
Change-1,419 (-17%)
Value$1.5M (-$594.5K)
Filed 2026-11-04
Burns J W & Co Inc
DECREASED
Shares7,064 from 7,074
Change-10 (0%)
Value$1.5M (-$251.4K)
Filed 2026-10-20
B. Riley Wealth Advisors, Inc.
DECREASED
Shares7,021 from 7,089
Change-68 (-1%)
Value$1.5M (-$240.7K)
Filed 2026-10-13
Joseph P. Lucia & Associates, LLC
INCREASED
Shares7,004 from 6,855
Change+149 (+2%)
Value$1.5M (-$210.8K)
Filed 2026-10-30
Salomon & Ludwin, LLC
UNCHANGED
Shares6,870 from 6,870
Change0 (0%)
Value$1.4M (-$252.0K)
Filed 2026-10-29
JB Capital LLC
INCREASED
Shares6,865 from 4,726
Change+2,139 (+45%)
Value$1.4M (+$276.4K)
Filed 2026-10-19
Total Wealth Planning & Management, Inc.
DECREASED
Shares6,831 from 6,926
Change-95 (-1%)
Value$1.4M (-$263.8K)
Filed 2026-10-23
Flagship Harbor Advisors, LLC
DECREASED
Shares6,816 from 7,515
Change-699 (-9%)
Value$1.4M (-$409.5K)
Filed 2026-10-26
Crescent Grove Advisors, LLC
INCREASED
Shares6,794 from 6,602
Change+192 (+3%)
Value$1.4M (-$192.9K)
Filed 2026-10-21
Wealthcare Advisory Partners LLC
INCREASED
Shares6,789 from 6,674
Change+115 (+2%)
Value$1.4M (-$211.4K)
Filed 2026-10-21
Fifth Third Bancorp
INCREASED
Shares6,748 from 6,475
Change+273 (+4%)
Value$1.4M (-$171.9K)
Filed 2026-11-05
Independent Wealth Network Inc.
INCREASED
Shares6,697 from 6,685
Change+12 (+0%)
Value$1.4M (-$233.1K)
Filed 2026-10-19
Cyndeo Wealth Partners, LLC
INCREASED
Shares6,630 from 6,006
Change+624 (+10%)
Value$1.4M (-$82.2K)
Filed 2026-10-16
New Wave Wealth Advisors LLC
INCREASED
Shares6,555 from 4,558
Change+1,997 (+44%)
Value$1.3M (+$232.3K)
Filed 2026-10-19
Intesa Sanpaolo Wealth Management
UNCHANGED
Shares6,301 from 6,301
Change0 (0%)
Value$1.3M (-$222.0K)
Filed 2026-10-28
Howard Wealth Management, LLC
INCREASED
Shares6,256 from 6,234
Change+22 (+0%)
Value$1.3M (-$215.3K)
Filed 2026-10-28
Avior Wealth Management, LLC
DECREASED
Shares6,221 from 12,040
Change-5,819 (-48%)
Value$1.3M (-$1.6M)
Filed 2026-10-13
Visionary Horizons, LLC
INCREASED
Shares6,209 from 6,040
Change+169 (+3%)
Value$1.3M (-$177.8K)
Filed 2026-10-22
Moulton Wealth Management, Inc
DECREASED
Shares6,153 from 6,236
Change-83 (-1%)
Value$1.3M (-$241.9K)
Filed 2026-10-13
Signature Estate & Investment Advisors LLC
INCREASED
Shares6,029 from 5,588
Change+441 (+8%)
Value$1.2M (-$105.4K)
Filed 2026-10-13
Able Wealth Management LLC
INCREASED
Shares6,007 from 5,681
Change+326 (+6%)
Value$1.2M (-$133.7K)
Filed 2026-10-13
Allen Capital Group, LLC
UNCHANGED
Shares5,943 from 5,943
Change0 (0%)
Value$1.2M (-$209.4K)
Filed 2026-10-27
Calamos Wealth Management LLC
UNCHANGED
Shares5,931 from 5,931
Change0 (0%)
Value$1.2M (-$209.0K)
Filed 2026-11-02
Simplex Trading, LLC
INCREASED
Shares5,892 from 3,757
Change+2,135 (+57%)
Value$1.2M (+$309.9K)
Filed 2026-11-04
NWF Advisory Services Inc.
INCREASED
Shares5,882 from 5,649
Change+233 (+4%)
Value$1.2M (-$150.8K)
Filed 2026-10-19
Ring Mountain Capital, LLC
INCREASED
Shares5,882 from 5,713
Change+169 (+3%)
Value$1.2M (-$166.3K)
Filed 2026-10-13
Robertson Stephens Wealth Management, LLC
INCREASED
Shares5,762 from 5,548
Change+214 (+4%)
Value$1.2M (-$151.2K)
Filed 2026-10-16
Raab & Moskowitz Asset Management LLC
DECREASED
Shares5,630 from 5,987
Change-357 (-6%)
Value$1.2M (-$284.9K)
Filed 2026-11-02
MCF Advisors LLC
UNCHANGED
Shares5,555 from 5,555
Change0 (0%)
Value$1.2M (-$195.8K)
Filed 2026-10-28
Almanack Investment Partners, Llc.
DECREASED
Shares5,492 from 7,241
Change-1,749 (-24%)
Value$1.1M (-$617.6K)
Filed 2026-11-03
Realta Investment Advisors
DECREASED
Shares5,480 from 5,486
Change-6 (0%)
Value$1.1M (-$194.6K)
Filed 2026-10-14
Purus Wealth Management, LLC
DECREASED
Shares5,435 from 5,491
Change-56 (-1%)
Value$1.1M (-$204.9K)
Filed 2026-10-15
Ellerson Group Inc
DECREASED
Shares5,305 from 5,354
Change-49 (-1%)
Value$1.1M (-$151.1K)
Filed 2026-11-04
Vise Technologies, Inc.
INCREASED
Shares5,208 from 4,652
Change+556 (+12%)
Value$1.1M (-$48.6K)
Filed 2026-10-29
Capital Investment Advisory Services, LLC
DECREASED
Shares5,182 from 5,356
Change-174 (-3%)
Value$1.1M (-$224.9K)
Filed 2026-10-30
LiftPoint Family Wealth Advisors LLC
INCREASED
Shares5,147 from 4,472
Change+675 (+15%)
Value$1.1M (-$17.7K)
Filed 2026-11-03
Genesee Capital Advisors, LLC
DECREASED
Shares5,128 from 5,240
Change-112 (-2%)
Value$1.1M (-$207.8K)
Filed 2026-10-20
Chicago Partners Investment Group LLC
DECREASED
Shares5,032 from 5,644
Change-612 (-11%)
Value$1.0M (-$326.8K)
Filed 2026-10-27
Clear Creek Financial Management, LLC
INCREASED
Shares5,002 from 4,644
Change+358 (+8%)
Value$1.0M (-$89.5K)
Filed 2026-10-28
Absolute Capital Management, LLC
DECREASED
Shares5,000 from 5,024
Change-24 (0%)
Value$1.0M (-$182.0K)
Filed 2026-10-16
Quattro Financial Advisors LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$1.0M (-$176.2K)
Filed 2026-10-15
Roxbury Financial LLC
INCREASED
Shares4,992 from 4,839
Change+153 (+3%)
Value$1.0M (-$138.9K)
Filed 2026-10-01
Cullen T Bankers, Inc.
INCREASED
Shares4,988 from 9
Change+4,979 (+55322%)
Value$1.0M (+$1.0M)
Filed 2026-10-28
International Assets Investment Management, LLC
INCREASED
Shares4,975 from 4,653
Change+322 (+7%)
Value$1.0M (-$99.7K)
Filed 2026-11-02
EPG Wealth Management LLC
DECREASED
Shares4,969 from 5,024
Change-55 (-1%)
Value$1.0M (-$188.3K)
Filed 2026-11-03
Northland Securities, Inc.
INCREASED
Shares4,891 from 4,850
Change+41 (+1%)
Value$1.0M (-$162.4K)
Filed 2026-11-02
Powell Investment Advisors, LLC
INCREASED
Shares4,890 from 4,885
Change+5 (+0%)
Value$1.0M (-$170.9K)
Filed 2026-10-22
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares4,883 from 5,178
Change-295 (-6%)
Value$1.0M (-$243.7K)
Filed 2026-10-14
Fifth Third Wealth Advisors LLC
DECREASED
Shares4,835 from 6,461
Change-1,626 (-25%)
Value$1.0M (-$564.6K)
Filed 2026-10-22
Quadcap Wealth Management, LLC
DECREASED
Shares4,735 from 4,975
Change-240 (-5%)
Value$981.0K (-$225.0K)
Filed 2026-11-02
StoneX Group Inc.
INCREASED
Shares4,708 from 3,365
Change+1,343 (+40%)
Value$975.8K (+$160.2K)
Filed 2026-11-03
Avondale Wealth Management
DECREASED
Shares4,700 from 5,050
Change-350 (-7%)
Value$973.7K (-$250.5K)
Filed 2026-10-15
Partners Wealth Management, LLC
INCREASED
Shares4,666 from 1,913
Change+2,753 (+144%)
Value$966.6K (+$502.8K)
Filed 2026-10-28
Gen-Wealth Partners Inc
INCREASED
Shares4,661 from 4,383
Change+278 (+6%)
Value$965.7K (-$96.9K)
Filed 2026-11-04
Keybank National Association
UNCHANGED
Shares4,640 from 4,640
Change0 (0%)
Value$961.3K (-$163.5K)
Filed 2026-11-04
Choreo, LLC
INCREASED
Shares4,558 from 4,298
Change+260 (+6%)
Value$944.3K (-$97.6K)
Filed 2026-10-28
Secure Asset Management, LLC
DECREASED
Shares4,523 from 4,656
Change-133 (-3%)
Value$937.2K (-$191.7K)
Filed 2026-10-19
Firestone Capital Management
UNCHANGED
Shares4,426 from 4,426
Change0 (0%)
Value$917.0K (-$156.0K)
Filed 2026-11-03
Laurel OAK Wealth Management, LLC
DECREASED
Shares4,374 from 4,563
Change-189 (-4%)
Value$906.2K (-$199.9K)
Filed 2026-10-19
Patriot Investment Management Group, Inc.
INCREASED
Shares4,369 from 3,971
Change+398 (+10%)
Value$905.1K (-$57.7K)
Filed 2026-10-15
Fusion Capital, LLC
INCREASED
Shares4,289 from 4,284
Change+5 (+0%)
Value$888.6K (-$149.9K)
Filed 2026-10-28
Schuylkill Financial LLC
INCREASED
Shares4,245 from 3,967
Change+278 (+7%)
Value$879.5K (-$82.3K)
Filed 2026-10-21
Clearwave Capital, LLC
INCREASED
Shares4,226 from 4,222
Change+4 (+0%)
Value$875.5K (-$148.0K)
Filed 2026-10-27
Ameliora Wealth Management Ltd.
DECREASED
Shares4,186 from 4,210
Change-24 (-1%)
Value$867.3K (-$153.3K)
Filed 2026-10-23
Solstein Capital, LLC
UNCHANGED
Shares4,070 from 4,070
Change0 (0%)
Value$843.2K (-$143.4K)
Filed 2026-11-02
Davenport & Co LLC
DECREASED
Shares4,057 from 8,478
Change-4,421 (-52%)
Value$840.4K (-$1.2M)
Filed 2026-10-14
Onyx Bridge Wealth Group LLC
DECREASED
Shares4,032 from 4,050
Change-18 (0%)
Value$835.4K (-$146.5K)
Filed 2026-10-16
CRA Financial Services, LLC
DECREASED
Shares3,933 from 3,958
Change-25 (-1%)
Value$814.9K (-$144.6K)
Filed 2026-10-16
Silverlake Wealth Management LLC
DECREASED
Shares3,911 from 4,351
Change-440 (-10%)
Value$810.4K (-$244.4K)
Filed 2026-10-21
Cypress Asset Management Inc
DECREASED
Shares3,866 from 3,888
Change-22 (-1%)
Value$801.0K (-$141.6K)
Filed 2026-10-09
Hudock, Inc.
INCREASED
Shares3,851 from 3,447
Change+404 (+12%)
Value$798.1K (-$37.7K)
Filed 2026-10-14
Wisconsin Wealth Advisors, LLC
DECREASED
Shares3,831 from 4,471
Change-640 (-14%)
Value$793.7K (-$290.0K)
Filed 2026-10-08
Granville Capital, Inc.
INCREASED
Shares3,812 from 3,810
Change+2 (+0%)
Value$789.7K (-$134.0K)
Filed 2026-11-05
Lake Street Private Wealth, LLC
INCREASED
Shares3,803 from 3,800
Change+3 (+0%)
Value$787.8K (-$133.4K)
Filed 2026-10-22
Provenance Wealth Advisors, LLC
INCREASED
Shares3,770 from 2,311
Change+1,459 (+63%)
Value$781.1K (+$220.8K)
Filed 2026-10-30
Guardian Asset Advisors, LLC
INCREASED
Shares3,751 from 3,692
Change+59 (+2%)
Value$777.2K (-$118.0K)
Filed 2026-10-16
Eddie Patel Inc
DECREASED
Shares3,745 from 5,214
Change-1,469 (-28%)
Value$775.8K (-$488.2K)
Filed 2026-11-02
Integrity Alliance, Llc.
DECREASED
Shares3,734 from 4,435
Change-701 (-16%)
Value$773.7K (-$301.6K)
Filed 2026-10-29
SeaCrest Wealth Management, LLC
INCREASED
Shares3,687 from 3,665
Change+22 (+1%)
Value$763.9K (-$124.5K)
Filed 2026-10-21
Private Trust Co NA
DECREASED
Shares3,671 from 3,922
Change-251 (-6%)
Value$760.6K (-$190.2K)
Filed 2026-10-20
AFG Fiduciary Services Limited Partnership
INCREASED
Shares3,656 from 3,040
Change+616 (+20%)
Value$745.8K (-$8.7K)
Filed 2026-10-21
Ritholtz Wealth Management
INCREASED
Shares3,532 from 3,484
Change+48 (+1%)
Value$731.7K (-$112.8K)
Filed 2026-11-05
WealthBridge Capital Management, LLC
DECREASED
Shares3,517 from 3,817
Change-300 (-8%)
Value$728.7K (-$196.7K)
Filed 2026-10-16
Compound Planning, Inc.
INCREASED
Shares3,459 from 2,700
Change+759 (+28%)
Value$716.7K (+$62.1K)
Filed 2026-11-05
Avidian Wealth Enterprises, LLC
DECREASED
Shares3,412 from 3,452
Change-40 (-1%)
Value$707.0K (-$129.9K)
Filed 2026-10-08
Vicus Capital
DECREASED
Shares3,376 from 23,722
Change-20,346 (-86%)
Value$699.4K (-$5.1M)
Filed 2026-11-05
Rational Advisors, Inc.
DECREASED
Shares3,356 from 4,172
Change-816 (-20%)
Value$695.3K (-$316.1K)
Filed 2026-11-02
Schmidt P J Investment Management Inc
INCREASED
Shares3,284 from 3,254
Change+30 (+1%)
Value$680.4K (-$108.5K)
Filed 2026-11-02
Smart Wealth LLC
INCREASED
Shares3,252 from 2,676
Change+576 (+22%)
Value$673.8K (+$25.0K)
Filed 2026-11-04
Independent Wealth Advisors LLC
DECREASED
Shares3,229 from 3,347
Change-118 (-4%)
Value$669.0K (-$142.5K)
Filed 2026-10-27
Capital Investment Advisors, LLC
DECREASED
Shares3,215 from 3,222
Change-7 (0%)
Value$666.0K (-$115.0K)
Filed 2026-10-22
Ellis Investment Partners, LLC
DECREASED
Shares3,178 from 3,538
Change-360 (-10%)
Value$658.5K (-$199.2K)
Filed 2026-10-21
Allspring Global Investments Holdings, LLC
INCREASED
Shares3,124 from 2,833
Change+291 (+10%)
Value$649.9K (-$50.9K)
Filed 2026-11-04
Verus Capital Partners, LLC
INCREASED
Shares3,111 from 3,093
Change+18 (+1%)
Value$644.5K (-$105.4K)
Filed 2026-11-03
Cathy Pareto & Associates, Inc
DECREASED
Shares3,101 from 3,114
Change-13 (0%)
Value$642.6K (-$112.3K)
Filed 2026-10-15
Pinnacle Associates LTD
INCREASED
Shares3,037 from 2,519
Change+518 (+21%)
Value$629.1K (+$18.6K)
Filed 2026-10-20
Nvwm, LLC
INCREASED
Shares3,018 from 2,986
Change+32 (+1%)
Value$625.4K (-$98.4K)
Filed 2026-10-14
Magnolia Capital Management LTD
UNCHANGED
Shares3,015 from 3,015
Change0 (0%)
Value$625 (-$106)
Filed 2026-10-09
Beaumont Financial Advisors, LLC
INCREASED
Shares2,991 from 2,579
Change+412 (+16%)
Value$619.6K (-$5.7K)
Filed 2026-10-22
BFI Infinity Ltd.
UNCHANGED
Shares2,987 from 2,987
Change0 (0%)
Value$620.1K (-$104.0K)
Filed 2026-10-16
Caldwell Trust Co
UNCHANGED
Shares2,977 from 2,977
Change0 (0%)
Value$616.8K (-$104.9K)
Filed 2026-10-30
Midwest Trust Co
UNCHANGED
Shares2,974 from 2,974
Change0 (0%)
Value$616.2K (-$104.8K)
Filed 2026-10-22
Register Financial Advisors LLC
INCREASED
Shares2,955 from 2,949
Change+6 (+0%)
Value$612.3K (-$102.6K)
Filed 2026-10-23
Interchange Capital Partners, LLC
DECREASED
Shares2,935 from 2,949
Change-14 (0%)
Value$608.0K (-$106.8K)
Filed 2026-10-28
Mullooly Asset Management, Inc.
INCREASED
Shares2,932 from 2,930
Change+2 (+0%)
Value$607.4K (-$102.6K)
Filed 2026-10-30
Jm2 Capital Inc.
INCREASED
Shares2,916 from 2,912
Change+4 (+0%)
Value$604.1K (-$101.9K)
Filed 2026-10-14
Quartz Partners, LLC
INCREASED
Shares2,904 from 2,628
Change+276 (+11%)
Value$601.7K (-$35.4K)
Filed 2026-11-03
HRC Wealth Management, LLC
INCREASED
Shares2,897 from 2,894
Change+3 (+0%)
Value$600.2K (-$101.3K)
Filed 2026-10-16
Cornerstone Management, Inc.
UNCHANGED
Shares2,817 from 2,817
Change0 (0%)
Value$583.6K (-$99.3K)
Filed 2026-10-16
Magnus Financial Group LLC
INCREASED
Shares2,788 from 2,767
Change+21 (+1%)
Value$577.7K (-$93.1K)
Filed 2026-10-21
Symphony Financial, Ltd. Co.
DECREASED
Shares2,761 from 3,554
Change-793 (-22%)
Value$574.4K (-$275.7K)
Filed 2026-10-22
New England Private Wealth Advisors LLC
INCREASED
Shares2,754 from 2,647
Change+107 (+4%)
Value$570.6K (-$65.0K)
Filed 2026-10-19
Milestone Asset Management, LLC
DECREASED
Shares2,728 from 2,853
Change-125 (-4%)
Value$565.3K (-$126.4K)
Filed 2026-10-15
Washington Growth Strategies LLC
DECREASED
Shares2,711 from 2,816
Change-105 (-4%)
Value$561.7K (-$121.0K)
Filed 2026-10-19
Midwest Financial Network, LLC
DECREASED
Shares2,704 from 5,671
Change-2,967 (-52%)
Value$560.2K (-$814.5K)
Filed 2026-10-13
TritonPoint Partners, LLC
NEW
Shares2,698
Change+2,698
Value$559.0K
Filed 2026-11-05
SeaBridge Investment Advisors LLC
DECREASED
Shares2,695 from 2,749
Change-54 (-2%)
Value$558.4K (-$108.1K)
Filed 2026-11-02
EverSource Wealth Advisors, LLC
DECREASED
Shares2,674 from 2,676
Change-2 (0%)
Value$553.9K (-$94.9K)
Filed 2026-11-04
Crestwood Advisors Group, LLC
INCREASED
Shares2,667 from 2,358
Change+309 (+13%)
Value$552.5K (-$19.1K)
Filed 2026-10-27
Redhawk Wealth Advisors, Inc.
INCREASED
Shares2,631 from 2,621
Change+10 (+0%)
Value$545.0K (-$90.2K)
Filed 2026-10-14
Integrated Advisors Network LLC
DECREASED
Shares2,620 from 2,644
Change-24 (-1%)
Value$542.8K (-$98.2K)
Filed 2026-10-20
First Heartland Consultants, Inc.
INCREASED
Shares2,619 from 2,582
Change+37 (+1%)
Value$542.6K (-$83.3K)
Filed 2026-10-08
Belvedere Trading LLC
DECREASED
Shares2,604 from 3,609
Change-1,005 (-28%)
Value$539.5K (-$335.4K)
Filed 2026-11-05
Yankcom Partnership
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$538.7K (-$91.6K)
Filed 2026-10-15
XML Financial, LLC
NEW
Shares2,584
Change+2,584
Value$535.3K
Filed 2026-10-29
Summit Investment Advisors, Inc.\KS
DECREASED
Shares2,565 from 2,590
Change-25 (-1%)
Value$531.4K (-$96.5K)
Filed 2026-11-05
MinichMacGregor Wealth Management, LLC
DECREASED
Shares2,549 from 68,882
Change-66,333 (-96%)
Value$528.1K (-$16.2M)
Filed 2026-10-14
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares2,534 from 2,216
Change+318 (+14%)
Value$525.2K (-$12.1K)
Filed 2026-10-14
Merrion Investment Management Co, LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$518.0K (-$88.1K)
Filed 2026-10-16
Plan Group Financial, LLC
INCREASED
Shares2,478 from 2,414
Change+64 (+3%)
Value$510.9K (-$74.3K)
Filed 2026-10-22
Krilogy Financial LLC
DECREASED
Shares2,433 from 3,034
Change-601 (-20%)
Value$501.3K (-$234.2K)
Filed 2026-10-13
CGN Advisors LLC
INCREASED
Shares2,412 from 2,406
Change+6 (+0%)
Value$499.7K (-$83.5K)
Filed 2026-10-21
Private Client Services, LLC
UNCHANGED
Shares2,389 from 2,389
Change0 (0%)
Value$494.9K (-$84.2K)
Filed 2026-10-02
HB Wealth Management, LLC
DECREASED
Shares2,350 from 2,573
Change-223 (-9%)
Value$486.8K (-$137.1K)
Filed 2026-10-23
Poehling Capital Management, Inc.
UNCHANGED
Shares2,350 from 2,350
Change0 (0%)
Value$486.9K (-$82.8K)
Filed 2026-10-20
Winthrop Advisory Group LLC
DECREASED
Shares2,340 from 2,518
Change-178 (-7%)
Value$484.8K (-$125.5K)
Filed 2026-10-22
One Wealth Capital Management, LLC
DECREASED
Shares2,338 from 2,782
Change-444 (-16%)
Value$484.4K (-$190.0K)
Filed 2026-10-23
Means Investment Co., Inc.
UNCHANGED
Shares2,304 from 2,304
Change0 (0%)
Value$477.3K (-$81.1K)
Filed 2026-11-03
Lewis Asset Management, LLC
INCREASED
Shares2,276 from 2,275
Change+1 (+0%)
Value$471.6K (-$80.0K)
Filed 2026-10-14
Narwhal Capital Management
UNCHANGED
Shares2,260 from 2,260
Change0 (0%)
Value$468.2K (-$79.6K)
Filed 2026-11-04
City Holding Co
DECREASED
Shares2,250 from 2,280
Change-30 (-1%)
Value$466.2K (-$86.6K)
Filed 2026-10-19
AdvisorNet Financial, Inc
UNCHANGED
Shares2,240 from 2,240
Change0 (0%)
Value$457.5K (-$85.5K)
Filed 2026-10-15
Grantvest Financial Group LLC
DECREASED
Shares2,229 from 2,395
Change-166 (-7%)
Value$461.8K (-$118.8K)
Filed 2026-10-21
Simplicity Wealth,LLC
DECREASED
Shares2,226 from 2,266
Change-40 (-2%)
Value$461.1K (-$88.2K)
Filed 2026-10-23
Retirement Wealth Solutions LLC
DECREASED
Shares2,219 from 3,662
Change-1,443 (-39%)
Value$459.7K (-$428.0K)
Filed 2026-10-07
Centerpoint Advisory Group
UNCHANGED
Shares2,210 from 2,210
Change0 (0%)
Value$457.9K (-$77.9K)
Filed 2026-10-23
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares2,206 from 2,206
Change0 (0%)
Value$457.0K (-$77.7K)
Filed 2026-10-13
Blue Trust, Inc.
INCREASED
Shares2,191 from 1,563
Change+628 (+40%)
Value$453.9K (+$75.0K)
Filed 2026-10-15
Briaud Financial Planning Inc
UNCHANGED
Shares2,149 from 2,149
Change0 (0%)
Value$445.2K (-$75.7K)
Filed 2026-10-20
Eagle Strategies LLC
DECREASED
Shares2,139 from 2,143
Change-4 (0%)
Value$443.1K (-$76.5K)
Filed 2026-10-16
Daymark Wealth Partners, LLC
INCREASED
Shares2,088 from 1,550
Change+538 (+35%)
Value$432.6K (+$56.8K)
Filed 2026-11-04
Karnit Road Accident Victims Compensation Fund
UNCHANGED
Shares2,080 from 2,080
Change0 (0%)
Value$430.9K (-$73.3K)
Filed 2026-11-04
Cadinha & Co LLC
DECREASED
Shares2,079 from 32,693
Change-30,614 (-94%)
Value$430.7K (-$7.5M)
Filed 2026-10-22
First Security Investment Management, Inc.
DECREASED
Shares2,079 from 2,187
Change-108 (-5%)
Value$430.7K (-$99.5K)
Filed 2026-11-05
ARS Investment Partners, LLC
DECREASED
Shares2,070 from 2,084
Change-14 (-1%)
Value$428.9K (-$76.3K)
Filed 2026-11-05
Ifrah Financial Services, Inc.
DECREASED
Shares2,041 from 2,073
Change-32 (-2%)
Value$422.8K (-$79.7K)
Filed 2026-10-13
RFG Advisory, LLC
INCREASED
Shares2,027 from 1,698
Change+329 (+19%)
Value$419.9K (+$8.2K)
Filed 2026-11-03
Griffin Asset Management, Inc.
INCREASED
Shares2,025 from 2,018
Change+7 (+0%)
Value$419.5K (-$69.7K)
Filed 2026-10-22
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares2,024 from 1,834
Change+190 (+10%)
Value$419.3K (-$25.3K)
Filed 2026-10-23
True Private Wealth Advisors
INCREASED
Shares2,023 from 1,166
Change+857 (+74%)
Value$419.2K (+$136.6K)
Filed 2026-10-19
SAX Wealth Advisors, LLC
INCREASED
Shares2,005 from 1,665
Change+340 (+20%)
Value$415.4K (+$51.2K)
Filed 2026-10-13
Compagnie Lombard Odier SCmA
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$414.2K (-$71.5K)
Filed 2026-11-04
Third View Private Wealth, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$414.4K (-$70.5K)
Filed 2026-10-30
Mayfair Advisory Group, LLC
INCREASED
Shares1,995 from 1,830
Change+165 (+9%)
Value$413.4K (-$26.1K)
Filed 2026-10-20
Investment Partners Asset Management, Inc.
UNCHANGED
Shares1,983 from 1,983
Change0 (0%)
Value$410.8K (-$69.9K)
Filed 2026-10-09
VestGen Advisors, LLC
DECREASED
Shares1,978 from 19,532
Change-17,554 (-90%)
Value$409.7K (-$4.3M)
Filed 2026-10-27
Lpwm LLC
UNCHANGED
Shares1,967 from 1,967
Change0 (0%)
Value$407.4K (-$69.3K)
Filed 2026-10-20
Wealth Management Partners, LLC
UNCHANGED
Shares1,966 from 1,966
Change0 (0%)
Value$407.3K (-$69.3K)
Filed 2026-10-21
Koshinski Asset Management, Inc.
INCREASED
Shares1,956 from 1,857
Change+99 (+5%)
Value$405.2K (-$44.9K)
Filed 2026-10-29
CoreCap Advisors, LLC
INCREASED
Shares1,937 from 1,909
Change+28 (+1%)
Value$401.3K (-$61.5K)
Filed 2026-10-08
Juno Financial Group LLC
INCREASED
Shares1,918 from 1,917
Change+1 (+0%)
Value$397.3K (-$67.4K)
Filed 2026-10-27
Harbor Investment Advisory, LLC
UNCHANGED
Shares1,915 from 1,915
Change0 (0%)
Value$396.8K (-$67.5K)
Filed 2026-10-13
Wespac Advisors, LLC
UNCHANGED
Shares1,901 from 1,901
Change0 (0%)
Value$393.8K (-$67.0K)
Filed 2026-10-26
Tsfg, LLC
DECREASED
Shares1,898 from 32,979
Change-31,081 (-94%)
Value$393 (-$8.0M)
Filed 2026-10-23
Heritage Investment Group, Inc.
UNCHANGED
Shares1,881 from 1,881
Change0 (0%)
Value$389.6K (-$66.3K)
Filed 2026-11-03
Meridian Wealth Management, LLC
INCREASED
Shares1,877 from 1,698
Change+179 (+11%)
Value$388.9K (-$22.9K)
Filed 2026-11-05
Xcel Wealth Management, LLC
DECREASED
Shares1,875 from 1,880
Change-5 (0%)
Value$388.5K (-$67.3K)
Filed 2026-10-26
Planning Strategies Inc.
INCREASED
Shares1,873 from 1,250
Change+623 (+50%)
Value$388.0K (+$85.0K)
Filed 2026-10-02
Titleist Asset Management, LLC
INCREASED
Shares1,870 from 1,769
Change+101 (+6%)
Value$387.4K (-$41.6K)
Filed 2026-10-08
RMR Capital Management, LLC
UNCHANGED
Shares1,860 from 1,860
Change0 (0%)
Value$385.4K (-$65.5K)
Filed 2026-10-23
Guyasuta Investment Advisors Inc
UNCHANGED
Shares1,850 from 1,850
Change0 (0%)
Value$383.3K (-$65.2K)
Filed 2026-10-15
Carlson Financial, Inc.
DECREASED
Shares1,840 from 1,882
Change-42 (-2%)
Value$381.3K (-$74.5K)
Filed 2026-11-05
Journey Advisory Group, LLC
INCREASED
Shares1,837 from 1,650
Change+187 (+11%)
Value$380.6K (-$19.4K)
Filed 2026-11-04
Winebrenner Capital Management LLC
DECREASED
Shares1,822 from 1,881
Change-59 (-3%)
Value$377.4K (-$78.6K)
Filed 2026-10-07
ProCore Advisors, LLC
INCREASED
Shares1,821 from 1,769
Change+52 (+3%)
Value$377.4K (-$51.6K)
Filed 2026-10-14
Perigon Wealth Management, LLC
DECREASED
Shares1,799 from 2,402
Change-603 (-25%)
Value$372.6K (-$209.7K)
Filed 2026-10-22
HCR Wealth Advisors
UNCHANGED
Shares1,799 from 1,799
Change0 (0%)
Value$372.7K (-$63.4K)
Filed 2026-10-15
Investment Management Trust, LLC
DECREASED
Shares1,794 from 2,026
Change-232 (-11%)
Value$371.7K (-$119.5K)
Filed 2026-11-05
Fiduciary Alliance LLC
DECREASED
Shares1,788 from 1,830
Change-42 (-2%)
Value$370.5K (-$73.1K)
Filed 2026-10-13
Aurora Private Wealth, Inc.
INCREASED
Shares1,786 from 1,785
Change+1 (+0%)
Value$370 (-$432.6K)
Filed 2026-10-20
Atlatl Advisers LLC
UNCHANGED
Shares1,772 from 1,772
Change0 (0%)
Value$367.1K (-$62.4K)
Filed 2026-10-22
Legacy Advisory Services, LLC
NEW
Shares1,765
Change+1,765
Value$365.7K
Filed 2026-10-20
LFA - Lugano Financial Advisors SA
INCREASED
Shares1,753 from 1,437
Change+316 (+22%)
Value$363.2K (+$14.8K)
Filed 2026-11-03
Tepp RIA, LLC
DECREASED
Shares1,734 from 1,799
Change-65 (-4%)
Value$359.3K (-$76.9K)
Filed 2026-10-14
Burns Matteson Capital Management, LLC
DECREASED
Shares1,723 from 1,781
Change-58 (-3%)
Value$356.9K (-$74.8K)
Filed 2026-10-16
Wealth Management Nebraska
INCREASED
Shares1,684 from 1,551
Change+133 (+9%)
Value$349.1K (-$26.9K)
Filed 2026-10-26
TCI Wealth Advisors, Inc.
INCREASED
Shares1,669 from 1,668
Change+1 (+0%)
Value$345.7K (-$58.8K)
Filed 2026-10-30
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares1,662 from 1,644
Change+18 (+1%)
Value$344.3K (-$54.2K)
Filed 2026-10-22
Anson Capital, Inc.
DECREASED
Shares1,655 from 1,658
Change-3 (0%)
Value$342.9K (-$59.1K)
Filed 2026-10-23
Consolidated Capital Management, LLC
DECREASED
Shares1,579 from 1,588
Change-9 (-1%)
Value$327.1K (-$57.8K)
Filed 2026-10-13
HUB Investment Partners, LLC
DECREASED
Shares1,567 from 1,587
Change-20 (-1%)
Value$324.7K (-$60.0K)
Filed 2026-11-03
Mesirow Financial Investment Management, Inc.
DECREASED
Shares1,565 from 1,590
Change-25 (-2%)
Value$324.3K (-$61.2K)
Filed 2026-11-05
Stackstone Wealth, LLC
NEW
Shares1,558
Change+1,558
Value$322.8K
Filed 2026-10-19
Cypress Wealth Services, LLC
DECREASED
Shares1,557 from 2,313
Change-756 (-33%)
Value$324.3K (-$236.5K)
Filed 2026-10-21
Tcfg Investment Advisors, LLC
DECREASED
Shares1,551 from 1,601
Change-50 (-3%)
Value$321.3K (-$66.8K)
Filed 2026-10-20
Advantage Trust Co
INCREASED
Shares1,540 from 1,490
Change+50 (+3%)
Value$319.1K (-$42.1K)
Filed 2026-10-19
Weaver Consulting Group
UNCHANGED
Shares1,532 from 1,532
Change0 (0%)
Value$317.4K (-$54.0K)
Filed 2026-10-07
Carter Financial Group, Inc.
INCREASED
Shares1,517 from 1,516
Change+1 (+0%)
Value$314.4K (-$53.0K)
Filed 2026-10-21
Ironwood Financial, llc
INCREASED
Shares1,514 from 1,503
Change+11 (+1%)
Value$313.6K (-$39.8K)
Filed 2026-10-20
Verity Asset Management, Inc.
DECREASED
Shares1,504 from 1,654
Change-150 (-9%)
Value$311.3K (-$89.0K)
Filed 2026-10-30
Tactive Advisors, LLC
DECREASED
Shares1,500 from 1,550
Change-50 (-3%)
Value$310.8K (-$65.0K)
Filed 2026-10-08
Gruss & Co., LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$310.8K (-$52.9K)
Filed 2026-11-02
Segment Wealth Management, LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$310.8K (-$52.9K)
Filed 2026-10-26
Rockland Trust Co
UNCHANGED
Shares1,493 from 1,493
Change0 (0%)
Value$309.3K (-$52.6K)
Filed 2026-10-05
Signal Advisors Wealth, LLC
NEW
Shares1,491
Change+1,491
Value$308.9K
Filed 2026-10-13
Heritage Wealth Management, Inc.
UNCHANGED
Shares1,490 from 1,490
Change0 (0%)
Value$308.7K (-$52.5K)
Filed 2026-10-28
High Net Worth Advisory Group LLC
INCREASED
Shares1,488 from 1,486
Change+2 (+0%)
Value$308.3K (-$52.2K)
Filed 2026-10-26
Centurion Wealth Management LLC
DECREASED
Shares1,480 from 3,109
Change-1,629 (-52%)
Value$306.6K (-$447.0K)
Filed 2026-10-13
Platt Wealth Management LLC
UNCHANGED
Shares1,450 from 1,450
Change0 (0%)
Value$300.0K (-$51.0K)
Filed 2026-11-04
Platform Technology Partners
UNCHANGED
Shares1,444 from 1,444
Change0 (0%)
Value$299.2K (-$50.9K)
Filed 2026-11-02
Elevate Wealth Advisory, Inc
INCREASED
Shares1,438 from 1,437
Change+1 (+0%)
Value$297.9K (-$50.4K)
Filed 2026-10-29
Fulton Breakefield Broenniman LLC
UNCHANGED
Shares1,425 from 1,425
Change0 (0%)
Value$295.2K (-$50.2K)
Filed 2026-11-03
Zullo Investment Group, Inc.
INCREASED
Shares1,408 from 1,255
Change+153 (+12%)
Value$291.8K (-$12.7K)
Filed 2026-10-20
Visionary Wealth Advisors
INCREASED
Shares1,402 from 1,133
Change+269 (+24%)
Value$290.6K (+$16.0K)
Filed 2026-11-04
Leeward Financial Partners, LLC
UNCHANGED
Shares1,401 from 1,401
Change0 (0%)
Value$290.3K (-$49.4K)
Filed 2026-10-23
Ramsay, Stattman, Vela & Price, Inc.
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$290.1K (-$49.3K)
Filed 2026-10-19
Endeavor Private Wealth, Inc.
DECREASED
Shares1,392 from 1,524
Change-132 (-9%)
Value$288.6K (-$80.9K)
Filed 2026-11-05
Fairvoy Private Wealth, LLC
INCREASED
Shares1,382 from 1,108
Change+274 (+25%)
Value$286.3K (+$17.7K)
Filed 2026-10-19
Relyea Zuckerberg Hanson LLC
NEW
Shares1,370
Change+1,370
Value$283.8K
Filed 2026-10-20
Highline Wealth Partners LLC
INCREASED
Shares1,356 from 920
Change+436 (+47%)
Value$280.9K (+$57.9K)
Filed 2026-10-19
M Holdings Securities, Inc.
NEW
Shares1,355
Change+1,355
Value$291
Filed 2026-11-03
Kingdom Financial Group Llc.
DECREASED
Shares1,355 from 2,386
Change-1,031 (-43%)
Value$280.7K (-$297.8K)
Filed 2026-11-04
BankChampaign, National Association
DECREASED
Shares1,355 from 1,385
Change-30 (-2%)
Value$280.7K (-$55.0K)
Filed 2026-10-19
Wingate Wealth Advisors, Inc.
INCREASED
Shares1,347 from 1,346
Change+1 (+0%)
Value$279.2K (-$47.2K)
Filed 2026-10-26
PCG Asset Management, LLC
NEW
Shares1,337
Change+1,337
Value$277.0K
Filed 2026-11-05
Milestone Asset Management Group, LLC
INCREASED
Shares1,337 from 1,336
Change+1 (+0%)
Value$277.0K (-$46.9K)
Filed 2026-10-20
Rockport Wealth LLC
UNCHANGED
Shares1,337 from 1,337
Change0 (0%)
Value$277.0K (-$47.1K)
Filed 2026-11-03
1900 Wealth Management LLC
UNCHANGED
Shares1,331 from 1,331
Change0 (0%)
Value$275.8K (-$46.9K)
Filed 2026-10-13
Global View Capital Management LLC
DECREASED
Shares1,328 from 4,464
Change-3,136 (-70%)
Value$275.1K (-$807.0K)
Filed 2026-10-28
TrueWealth Advisors, LLC
DECREASED
Shares1,327 from 1,353
Change-26 (-2%)
Value$274.9K (-$53.1K)
Filed 2026-10-09
Sentinel Pension Advisors, LLC
DECREASED
Shares1,323 from 1,329
Change-6 (0%)
Value$274.0K (-$32.6K)
Filed 2026-11-02
Alterna Wealth Management, Inc
UNCHANGED
Shares1,323 from 1,323
Change0 (0%)
Value$274.1K (-$46.6K)
Filed 2026-10-27
SBI Securities Co., Ltd.
INCREASED
Shares1,319 from 1,307
Change+12 (+1%)
Value$273.3K (-$43.6K)
Filed 2026-10-22
Keeler Thomas Management LLC
NEW
Shares1,300
Change+1,300
Value$269.4K
Filed 2026-10-29
Biltmore Family Office, LLC
UNCHANGED
Shares1,299 from 1,299
Change0 (0%)
Value$269.1K (-$45.8K)
Filed 2026-11-03
Modera Wealth Management, LLC
INCREASED
Shares1,287 from 1,248
Change+39 (+3%)
Value$266.6K (-$35.9K)
Filed 2026-10-28
Ballew Advisors, Inc
UNCHANGED
Shares1,275 from 1,275
Change0 (0%)
Value$264.9K (-$51.5K)
Filed 2026-10-05
Hill Island Financial LLC
NEW
Shares1,274
Change+1,274
Value$263.9K
Filed 2026-10-20
Quantum Financial Partners LLC
INCREASED
Shares1,267 from 1,201
Change+66 (+6%)
Value$262.4K (-$28.6K)
Filed 2026-10-19
Matauro, LLC
DECREASED
Shares1,265 from 1,405
Change-140 (-10%)
Value$262.2K (-$78.5K)
Filed 2026-11-03
Verum Partners LLC
INCREASED
Shares1,263 from 1,107
Change+156 (+14%)
Value$261.7K (-$6.8K)
Filed 2026-10-21
Rinkey Investments
DECREASED
Shares1,262 from 1,412
Change-150 (-11%)
Value$261.5K (-$80.8K)
Filed 2026-10-28
Cornerstone Planning Group LLC
INCREASED
Shares1,255 from 1,175
Change+80 (+7%)
Value$259.3K (-$12.4K)
Filed 2026-10-16
Quadrant Private Wealth Management, LLC
NEW
Shares1,240
Change+1,240
Value$256.9K
Filed 2026-11-04
Quadrant Capital Group LLC
UNCHANGED
Shares1,239 from 1,239
Change0 (0%)
Value$252.8K (-$47.6K)
Filed 2026-10-20
Gallagher Capital Advisors, LLC
INCREASED
Shares1,234 from 1,233
Change+1 (+0%)
Value$255.7K (-$43.1K)
Filed 2026-10-09
Golden State Wealth Management, LLC
DECREASED
Shares1,230 from 1,417
Change-187 (-13%)
Value$254.8K (-$88.8K)
Filed 2026-11-02
First National Trust Co
INCREASED
Shares1,229 from 1,098
Change+131 (+12%)
Value$254.6K (-$11.6K)
Filed 2026-10-28
IPG Investment Advisors LLC
DECREASED
Shares1,225 from 1,368
Change-143 (-10%)
Value$253.8K (-$77.8K)
Filed 2026-10-30
Simon Quick Advisors, LLC
UNCHANGED
Shares1,222 from 1,222
Change0 (0%)
Value$253.2K (-$43.1K)
Filed 2026-10-26
Sard Wealth Management Group, LLC
INCREASED
Shares1,221 from 1,220
Change+1 (+0%)
Value$253.0K (-$42.7K)
Filed 2026-10-16
Wealth Effects LLC
INCREASED
Shares1,216 from 861
Change+355 (+41%)
Value$251.9K (+$43.2K)
Filed 2026-10-23
Forza Wealth Management, LLC
UNCHANGED
Shares1,210 from 1,210
Change0 (0%)
Value$250.7K (-$42.6K)
Filed 2026-10-20
Wealthcare Capital Partners, LLC
DECREASED
Shares1,202 from 1,221
Change-19 (-2%)
Value$249.0K (-$46.9K)
Filed 2026-10-21
Everest Financial Group LLC
NEW
Shares1,200
Change+1,200
Value$248.5K
Filed 2026-11-06
Eagle Global Advisors LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$248.6K (-$42.3K)
Filed 2026-11-02
Ashton Thomas Securities, LLC
NEW
Shares1,194
Change+1,194
Value$247.4K
Filed 2026-10-26
Horizon Wealth Management, LLC
UNCHANGED
Shares1,190 from 1,190
Change0 (0%)
Value$246.5K (-$41.9K)
Filed 2026-11-02
Value Investment Professionals, LLC
INCREASED
Shares1,189 from 1,188
Change+1 (+0%)
Value$246.3K (-$41.6K)
Filed 2026-10-13
SFG Wealth Management, Llc.
UNCHANGED
Shares1,179 from 1,179
Change0 (0%)
Value$244.3K (-$41.5K)
Filed 2026-10-23
Moneco Advisors, LLC
DECREASED
Shares1,172 from 1,252
Change-80 (-6%)
Value$242.7K (-$60.7K)
Filed 2026-11-05
Strategic Blueprint, LLC
DECREASED
Shares1,156 from 1,529
Change-373 (-24%)
Value$239.4K (-$131.1K)
Filed 2026-10-22
Y.D. More Investments Ltd
DECREASED
Shares1,146 from 1,376
Change-230 (-17%)
Value$236.4K (-$95.7K)
Filed 2026-11-02
Cahaba Wealth Management, Inc.
INCREASED
Shares1,133 from 1,132
Change+1 (+0%)
Value$234.8K (-$39.6K)
Filed 2026-10-26
Caliber Wealth Management, LLC / KS
INCREASED
Shares1,114 from 1,050
Change+64 (+6%)
Value$230.8K (-$23.7K)
Filed 2026-11-04
Montecito Bank & Trust
UNCHANGED
Shares1,099 from 1,099
Change0 (0%)
Value$227.7K (-$38.7K)
Filed 2026-10-01
CFS Investment Advisory Services, LLC
INCREASED
Shares1,098 from 1,096
Change+2 (+0%)
Value$228.6K (-$43.5K)
Filed 2026-10-19
Werba Rubin Papier Wealth Management
INCREASED
Shares1,094 from 1,093
Change+1 (+0%)
Value$226.7K (-$38.2K)
Filed 2026-11-06
Saxony Capital Management, LLC
INCREASED
Shares1,079 from 1,012
Change+67 (+7%)
Value$223.6K (-$21.8K)
Filed 2026-10-15
Maltin Wealth Management, Inc.
INCREASED
Shares1,074 from 1,054
Change+20 (+2%)
Value$222.5K (-$33.1K)
Filed 2026-10-13
Investment Planning Advisors, Inc.
INCREASED
Shares1,055 from 1,054
Change+1 (+0%)
Value$218.5K (-$37.0K)
Filed 2026-10-14
Herold Advisors, Inc.
DECREASED
Shares1,047 from 1,112
Change-65 (-6%)
Value$216.9K (-$51.1K)
Filed 2026-10-19
Retirement Planning Group, LLC
INCREASED
Shares1,034 from 950
Change+84 (+9%)
Value$214.3K (-$16.1K)
Filed 2026-10-19
Polaris Investment Advisors, LLC
DECREASED
Shares1,031 from 1,418
Change-387 (-27%)
Value$213.6K (-$130.1K)
Filed 2026-10-20
PKS Advisory Services, LLC
UNCHANGED
Shares1,031 from 1,031
Change0 (0%)
Value$250.0K ($0)
Filed 2026-10-26
Guerra PAN Advisors, LLC
UNCHANGED
Shares1,030 from 1,030
Change0 (0%)
Value$214.0K (-$35.7K)
Filed 2026-10-26
Stevens Capital Partners
DECREASED
Shares1,027 from 1,239
Change-212 (-17%)
Value$212.8K (-$87.5K)
Filed 2026-10-29
USAdvisors Wealth Management, LLC
INCREASED
Shares1,019 from 1,018
Change+1 (+0%)
Value$211 (-$245.8K)
Filed 2026-10-21
Kestra Investment Management, LLC
DECREASED
Shares1,017 from 1,406
Change-389 (-28%)
Value$210.7K (-$130.3K)
Filed 2026-11-04
Ascent Group, LLC
DECREASED
Shares1,013 from 1,017
Change-4 (0%)
Value$209.9K (-$36.7K)
Filed 2026-10-30
City State Bank
INCREASED
Shares1,009 from 940
Change+69 (+7%)
Value$209.0K (-$18.8K)
Filed 2026-10-20
Mainstream Capital Management LLC
NEW
Shares1,005
Change+1,005
Value$208.2K
Filed 2026-10-23
Sanchez Gaunt Capital Management, LLC
UNCHANGED
Shares997 from 997
Change0 (0%)
Value$206.6K (-$35.1K)
Filed 2026-11-03
Advocate Investing Services LLC
DECREASED
Shares990 from 1,180
Change-190 (-16%)
Value$205.2K (-$80.9K)
Filed 2026-10-26
Integrity Advisory Solutions, LLC
NEW
Shares984
Change+984
Value$204.0K
Filed 2026-10-29
Wespac Advisors SoCal, LLC
DECREASED
Shares983 from 992
Change-9 (-1%)
Value$203.7K (-$36.8K)
Filed 2026-10-13
LexAurum Advisors, LLC
DECREASED
Shares979 from 1,037
Change-58 (-6%)
Value$202.9K (-$48.5K)
Filed 2026-10-19
Axxcess Wealth Management, LLC
DECREASED
Shares974 from 10,553
Change-9,579 (-91%)
Value$201.9K (-$2.4M)
Filed 2026-10-21
Facet Wealth, Inc.
NEW
Shares972
Change+972
Value$201.4K
Filed 2026-11-04
PUREfi Wealth, LLC
DECREASED
Shares969 from 1,085
Change-116 (-11%)
Value$200.8K (-$62.3K)
Filed 2026-10-19
Lanark Financial, Inc.
UNCHANGED
Shares962 from 962
Change0 (0%)
Value$199.3K (-$33.9K)
Filed 2026-10-26
Nfsg Corp
DECREASED
Shares908 from 962
Change-54 (-6%)
Value$188.1K (-$45.2K)
Filed 2026-10-15
Trust Co of Vermont
UNCHANGED
Shares893 from 893
Change0 (0%)
Value$185.0K (-$31.5K)
Filed 2026-10-21
Manchester Capital Management LLC
UNCHANGED
Shares860 from 860
Change0 (0%)
Value$178.2K (-$30.3K)
Filed 2026-10-22
Barnes Dennig Private Wealth Management LLC
UNCHANGED
Shares831 from 831
Change0 (0%)
Value$172.2K (-$29.3K)
Filed 2026-10-30
MB, Levis & Associates, LLC
DECREASED
Shares798 from 802
Change-4 (0%)
Value$165.4K (-$29.1K)
Filed 2026-10-16
Viewpoint Investment Partners Corp
UNCHANGED
Shares775 from 775
Change0 (0%)
Value$210.9K (-$35.6K)
Filed 2026-10-26
Buck Wealth Strategies, LLC
INCREASED
Shares733 from 423
Change+310 (+73%)
Value$151.8K (+$49.2K)
Filed 2026-10-28
Mather Group, Llc.
DECREASED
Shares721 from 837
Change-116 (-14%)
Value$149.4K (-$53.5K)
Filed 2026-10-14
Chung Wu Investment Group, LLC
DECREASED
Shares720 from 970
Change-250 (-26%)
Value$149.2K (-$86.0K)
Filed 2026-11-03
Acropolis Investment Management, LLC
UNCHANGED
Shares720 from 720
Change0 (0%)
Value$149.2K (-$25.4K)
Filed 2026-10-08
Signaturefd, LLC
DECREASED
Shares702 from 796
Change-94 (-12%)
Value$145.4K (-$47.6K)
Filed 2026-10-23
Coastline Trust Co
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$145.0K (-$24.7K)
Filed 2026-10-01
Wagner Wealth Management, LLC
INCREASED
Shares690 from 659
Change+31 (+5%)
Value$143.0K (-$16.6K)
Filed 2026-10-21
North Star Investment Management Corp.
UNCHANGED
Shares662 from 662
Change0 (0%)
Value$137.1K (-$23.3K)
Filed 2026-10-27
Central Pacific Bank - Trust Division
UNCHANGED
Shares656 from 656
Change0 (0%)
Value$135.9K (-$23.1K)
Filed 2026-10-06
Global Trust Asset Management, LLC
DECREASED
Shares630 from 780
Change-150 (-19%)
Value$130.6K (-$58.5K)
Filed 2026-10-19
Financial Perspectives, Inc
UNCHANGED
Shares611 from 611
Change0 (0%)
Value$126.6K (-$21.5K)
Filed 2026-11-03
Bulwark Capital Corp
UNCHANGED
Shares607 from 607
Change0 (0%)
Value$125.8K (-$21.4K)
Filed 2026-10-13
Clark Wealth Partners
INCREASED
Shares606 from 398
Change+208 (+52%)
Value$125.5K (+$29.2K)
Filed 2026-10-19
Brown, Lisle Ings, Inc.
INCREASED
Shares585 from 560
Change+25 (+4%)
Value$121.2K (-$14.6K)
Filed 2026-10-16
Evermay Wealth Management LLC
UNCHANGED
Shares582 from 582
Change0 (0%)
Value$120.6K (-$20.5K)
Filed 2026-11-05
Guardian Partners Inc.
UNCHANGED
Shares555 from 555
Change0 (0%)
Value$115.0K (-$19.6K)
Filed 2026-10-21
Activest Wealth Management
UNCHANGED
Shares544 from 544
Change0 (0%)
Value$112.7K (-$19.2K)
Filed 2026-10-15
Compass Financial Management LLC
DECREASED
Shares543 from 692
Change-149 (-22%)
Value$112.6K (-$55.3K)
Filed 2026-10-30
Mascoma Wealth Management LLC
UNCHANGED
Shares542 from 542
Change0 (0%)
Value$112.3K (-$19.1K)
Filed 2026-10-23
GK Wealth Management LLC
NEW
Shares518
Change+518
Value$107.4K
Filed 2026-10-09
Godsey & Gibb, Inc
UNCHANGED
Shares510 from 510
Change0 (0%)
Value$105.7K (-$18.0K)
Filed 2026-10-14
Parkside Financial Bank & Trust
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$103.6K (-$17.6K)
Filed 2026-10-27
Valley National Advisers Inc
UNCHANGED
Shares481 from 481
Change0 (0%)
Value$99.7K (-$17.0K)
Filed 2026-10-23
Cassaday & Co Wealth Management LLC
DECREASED
Shares458 from 466
Change-8 (-2%)
Value$94.9K (-$18.1K)
Filed 2026-10-27
Armstrong Advisory Group, Inc
INCREASED
Shares446 from 440
Change+6 (+1%)
Value$92.3K (-$14.5K)
Filed 2026-10-09
Private Wealth Management Group, LLC
NEW
Shares435
Change+435
Value$90.1K
Filed 2026-10-19
Costello Asset Management, Inc
INCREASED
Shares430 from 421
Change+9 (+2%)
Value$89.1K (-$13.0K)
Filed 2026-10-30
Next Level Wealth Planning, LLC
NEW
Shares428
Change+428
Value$88.6K
Filed 2026-10-29
Hughes Financial Services, LLC
UNCHANGED
Shares385 from 385
Change0 (0%)
Value$82.5K (-$10.8K)
Filed 2026-10-30
First Horizon Corp
UNCHANGED
Shares377 from 377
Change0 (0%)
Value$78.1K (-$13.3K)
Filed 2026-10-26
Balance Wealth Partners LLC
NEW
Shares367
Change+367
Value$76.0K
Filed 2026-10-27
Key FInancial Inc
UNCHANGED
Shares360 from 360
Change0 (0%)
Value$74.6K (-$12.7K)
Filed 2026-11-02
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares356 from 356
Change0 (0%)
Value$73.8K (-$12.5K)
Filed 2026-11-02
Harbor Asset Planning, Inc.
INCREASED
Shares355 from 272
Change+83 (+31%)
Value$73.5K (+$7.7K)
Filed 2026-10-23
Oakworth Capital, Inc.
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$72.5K (-$12.8K)
Filed 2026-10-26
Larson Financial Group LLC
INCREASED
Shares345 from 73
Change+272 (+373%)
Value$71.5K (+$53.8K)
Filed 2026-11-05
Silver Grove Financial Group, Inc.
INCREASED
Shares327 from 81
Change+246 (+304%)
Value$67.7K (+$48.1K)
Filed 2026-11-05
Blue Bell Private Wealth Management, LLC
INCREASED
Shares323 from 123
Change+200 (+163%)
Value$66.9K (+$37.1K)
Filed 2026-10-29
J.Safra Asset Management Corp
UNCHANGED
Shares303 from 303
Change0 (0%)
Value$62.8K (-$10.7K)
Filed 2026-11-03
Avion Wealth
INCREASED
Shares299 from 275
Change+24 (+9%)
Value$61 (-$65.9K)
Filed 2026-11-04
Dynamic Wealth Strategies, LLC
INCREASED
Shares295 from 285
Change+10 (+4%)
Value$61.1K (-$8.0K)
Filed 2026-10-16
Markowski Investments
UNCHANGED
Shares280 from 280
Change0 (0%)
Value$58.0K (-$9.9K)
Filed 2026-10-30
Redwood Park Advisors LLC
UNCHANGED
Shares277 from 277
Change0 (0%)
Value$57.4K (-$9.7K)
Filed 2026-11-02
Cedar Mountain Advisors, LLC
UNCHANGED
Shares270 from 270
Change0 (0%)
Value$56.0K (-$9.4K)
Filed 2026-10-15
Reap Financial Group, LLC
UNCHANGED
Shares268 from 268
Change0 (0%)
Value$55.5K (-$9.4K)
Filed 2026-11-02
Adirondack Trust Co
UNCHANGED
Shares266 from 266
Change0 (0%)
Value$55.1K (-$9.4K)
Filed 2026-10-14
Abound Wealth Management
INCREASED
Shares258 from 238
Change+20 (+8%)
Value$53.5K (-$4.3K)
Filed 2026-10-26
DT Investment Partners, LLC
INCREASED
Shares257 from 255
Change+2 (+1%)
Value$53.2K (-$8.6K)
Filed 2026-10-27
WPG Advisers, LLC
UNCHANGED
Shares255 from 255
Change0 (0%)
Value$52.8K (-$9.0K)
Filed 2026-10-27
Community Financial Services Group, LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$52.0K (-$9.0K)
Filed 2026-10-15
Glass Jacobson Investment Advisors llc
INCREASED
Shares249 from 176
Change+73 (+41%)
Value$51.5K (+$8.7K)
Filed 2026-10-26
Concord Wealth Partners
UNCHANGED
Shares248 from 248
Change0 (0%)
Value$51.4K (-$8.7K)
Filed 2026-11-02
Horizons Wealth Management
NEW
Shares247
Change+247
Value$51.2K
Filed 2026-10-05
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares247 from 247
Change0 (0%)
Value$51.3K (-$8.7K)
Filed 2026-10-23
DecisionPoint Financial, LLC
NEW
Shares241
Change+241
Value$50.1K
Filed 2026-10-27
Downshift Financial, LLC
INCREASED
Shares229 from 226
Change+3 (+1%)
Value$47.4K (-$7.3K)
Filed 2026-10-13
Latitude Advisors, LLC
NEW
Shares219
Change+219
Value$45.4K
Filed 2026-10-27
Lodestone Wealth Management LLC
UNCHANGED
Shares214 from 214
Change0 (0%)
Value$44.4K (-$7.5K)
Filed 2026-10-14
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares212 from 212
Change0 (0%)
Value$43.9K (-$7.5K)
Filed 2026-10-15
James T. Borello RIA
UNCHANGED
Shares209 from 209
Change0 (0%)
Value$43.3K (-$7.4K)
Filed 2026-10-16
Bangor Savings Bank
UNCHANGED
Shares204 from 204
Change0 (0%)
Value$42.3K (-$7.2K)
Filed 2026-10-06
Rossmore Private Capital
NEW
Shares200
Change+200
Value$41.4K
Filed 2026-10-27
Fortitude Family Office, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$41.4K (-$7.0K)
Filed 2026-10-14
Physician Wealth Advisors, Inc.
INCREASED
Shares191 from 120
Change+71 (+59%)
Value$39.6K (+$10.5K)
Filed 2026-10-20
PFS Partners, LLC
UNCHANGED
Shares191 from 191
Change0 (0%)
Value$39.5K (-$6.7K)
Filed 2026-10-21
Hager Investment Management Services, LLC
DECREASED
Shares181 from 195
Change-14 (-7%)
Value$37.5K (-$9.8K)
Filed 2026-11-04
Key Capital Management, Inc
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$37.3K (-$6.3K)
Filed 2026-11-03
Signature Resources Capital Management, LLC
INCREASED
Shares179 from 175
Change+4 (+2%)
Value$37.1K (-$5.3K)
Filed 2026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares175 from 1,205
Change-1,030 (-85%)
Value$36.3K (-$256.0K)
Filed 2026-10-14
Rossby Financial, LCC
INCREASED
Shares164 from 16
Change+148 (+925%)
Value$34.0K (+$30.1K)
Filed 2026-11-05
Wolff Wiese Magana LLC
UNCHANGED
Shares164 from 164
Change0 (0%)
Value$34.0K (-$5.8K)
Filed 2026-10-15
Atlantic Edge Private Wealth Management, LLC
INCREASED
Shares163 from 135
Change+28 (+21%)
Value$33.8K (+$1.0K)
Filed 2026-10-20
Triumph Capital Management
UNCHANGED
Shares162 from 162
Change0 (0%)
Value$33.6K (-$5.7K)
Filed 2026-10-14
Pflug Koory, LLC
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$33.1K (-$5.6K)
Filed 2026-10-26
JFS Wealth Advisors, LLC
DECREASED
Shares156 from 441
Change-285 (-65%)
Value$32.3K (-$74.7K)
Filed 2026-11-03
Networth Advisors, LLC
UNCHANGED
Shares156 from 156
Change0 (0%)
Value$32.4K (-$5.5K)
Filed 2026-11-03
Bokf, NA
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$31.1K (-$5.3K)
Filed 2026-10-27
SYM Financial Corp
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$31.1K (-$5.3K)
Filed 2026-10-26
GHP Investment Advisors, Inc.
UNCHANGED
Shares142 from 142
Change0 (0%)
Value$29.5K (-$5.0K)
Filed 2026-10-15
SRH Advisors, LLC
UNCHANGED
Shares142 from 142
Change0 (0%)
Value$29.4K (-$5.0K)
Filed 2026-10-22
Financial Consulate, Inc
UNCHANGED
Shares132 from 132
Change0 (0%)
Value$27.4K (-$4.6K)
Filed 2026-10-23
Root Financial Partners, LLC
NEW
Shares131
Change+131
Value$27.1K
Filed 2026-10-21
Proathlete Wealth Management LLC
NEW
Shares130
Change+130
Value$26.9K
Filed 2026-10-15
Nova Financial LLC
NEW
Shares125
Change+125
Value$25.9K
Filed 2026-11-04
Indiana Trust & Investment Management Co
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$25.9K (-$4.4K)
Filed 2026-10-22
Fairscale Capital, LLC
UNCHANGED
Shares123 from 123
Change0 (0%)
Value$25.8K (-$4.0K)
Filed 2026-11-04
Vermillion Wealth Management, Inc.
DECREASED
Shares110 from 1,802
Change-1,692 (-94%)
Value$22.9K (-$414.0K)
Filed 2026-10-26
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$20.7K (-$3.5K)
Filed 2026-10-05
NBT Bank, N.A.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$20.7K (-$3.5K)
Filed 2026-10-21
Evolution Wealth Management Inc.
INCREASED
Shares99 from 10
Change+89 (+890%)
Value$20.5K (+$18.1K)
Filed 2026-10-28
Nvest Wealth Strategies, Inc.
UNCHANGED
Shares97 from 97
Change0 (0%)
Value$20.1K (-$3.4K)
Filed 2026-10-14
Team Financial Group, LLC
NEW
Shares93
Change+93
Value$19.2K
Filed 2026-10-30
Jacobi Capital Management LLC
NEW
Shares81
Change+81
Value$16.8K
Filed 2026-11-05
Raleigh Capital Management Inc.
INCREASED
Shares78 from 38
Change+40 (+105%)
Value$16.2K (+$7.0K)
Filed 2026-10-28
Quest 10 Wealth Builders, Inc.
INCREASED
Shares74 from 52
Change+22 (+42%)
Value$15.3K (+$2.7K)
Filed 2026-11-02
Rosenberg Matthew Hamilton
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$14.9K (-$2.5K)
Filed 2026-10-05
Madden Securities Corp
NEW
Shares70
Change+70
Value$14.5K
Filed 2026-10-27
Signature Equity Partners, LLC
INCREASED
Shares68 from 10
Change+58 (+580%)
Value$14.1K (+$11.7K)
Filed 2026-10-29
Rakuten Securities, Inc.
DECREASED
Shares65 from 102
Change-37 (-36%)
Value$13.5K (-$11.3K)
Filed 2026-11-02
Byrne Asset Management LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$12.5K (-$2.0K)
Filed 2026-10-06
Jnba Financial Advisors
NEW
Shares59
Change+59
Value$12.2K
Filed 2026-11-03
Pittenger & Anderson Inc
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$10.8K (-$1.8K)
Filed 2026-11-02
Quaker Wealth Management, LLC
NEW
Shares50
Change+50
Value$10.4K
Filed 2026-10-22
Livelsberger Financial Advisory
NEW
Shares50
Change+50
Value$10.4K
Filed 2026-10-28
Trust Co
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$10.4K (-$1.8K)
Filed 2026-10-09
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$10.4K (-$1.8K)
Filed 2026-11-04
Princeton Global Asset Management LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$10.4K (-$1.8K)
Filed 2026-10-21
Hazlett, Burt & Watson, Inc.
DECREASED
Shares49 from 59
Change-10 (-17%)
Value$10 (-$4)
Filed 2026-11-04
Hanson & Doremus Investment Management
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$10 (-$2)
Filed 2026-10-16
Central Trust Co
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$9.9K (-$1.7K)
Filed 2026-11-05
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$9.9K (-$1.7K)
Filed 2026-10-15
Duncker Streett & Co Inc
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$9.5K (-$1.6K)
Filed 2026-10-27
Frankly Finances, LLC
NEW
Shares45
Change+45
Value$9.3K
Filed 2026-10-28
High Note Wealth, LLC
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$9.3K (-$1.6K)
Filed 2026-10-27
Cape Investment Advisory, Inc.
INCREASED
Shares44 from 27
Change+17 (+63%)
Value$9.1K (+$2.6K)
Filed 2026-10-13
Portfolio Resources Advisor Group, Inc.
INCREASED
Shares42 from 34
Change+8 (+24%)
Value$8.7K (+$460)
Filed 2026-10-20
NBH Bank
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$8.7K (-$1.5K)
Filed 2026-11-05
St. Johns Investment Management Company, LLC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$7.3K (-$1.2K)
Filed 2026-10-30
Montgomery Financial Services LLC
INCREASED
Shares32 from 30
Change+2 (+7%)
Value$6.6K (-$643)
Filed 2026-11-03
Creative Financial Designs Inc
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$5.8K (-$971)
Filed 2026-11-04
Hilton Head Capital Partners, LLC
DECREASED
Shares25 from 40
Change-15 (-37%)
Value$5.2K (-$4.5K)
Filed 2026-10-23
Essential Partners LLC
NEW
Shares23
Change+23
Value$4.8K
Filed 2026-10-14
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$4.6K (-$776)
Filed 2026-10-30
Pacific Center for Financial Services
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$4.4K (-$740)
Filed 2026-10-15
Keystone Financial Group, Inc.
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$4.0K (-$672)
Filed 2026-10-13
Nemes Rush Group LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$3.7K (-$635)
Filed 2026-11-04
Trust Co of Toledo NA
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$3.1K (-$528)
Filed 2026-10-16
Creative Capital Management Investments LLC
NEW
Shares12
Change+12
Value$2.5K
Filed 2026-10-28
High Point Wealth Management, LLC
NEW
Shares10
Change+10
Value$2.1K
Filed 2026-11-05
American Capital Advisory, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$2.1K (-$350)
Filed 2026-10-28
MTM Investment Management, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$2.1K (-$352)
Filed 2026-10-30
Elevated Capital Advisors, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$1.7K (-$282)
Filed 2026-11-04
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$1.2K (-$212)
Filed 2026-10-07
Sage Mountain Advisors LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$1.0K (-$176)
Filed 2026-11-02
United Community Bank
NEW
Shares4
Change+4
Value$829
Filed 2026-10-28
Barrett & Company, Inc.
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$623 (-$105)
Filed 2026-10-22
Ascentis Wealth Management, LLC
NEW
Shares2
Change+2
Value$414
Filed 2026-11-03
Vestor Capital, LLC
CLOSED
Shares0 from 191,220
Change-191,220 (-100%)
Value$0 (-$17.3K)
Filed 2026-11-04
Trek Financial, LLC
CLOSED
Shares0 from 34,330
Change-34,330 (-100%)
Value$0 (-$8.3M)
Filed 2026-10-29
Monument Capital Management
CLOSED
Shares0 from 22,661
Change-22,661 (-100%)
Value$0 (-$5.5M)
Filed 2026-10-09
Surience Private Wealth LLC
CLOSED
Shares0 from 19,487
Change-19,487 (-100%)
Value$0 (-$4.7M)
Filed 2026-10-16
Great Diamond Partners, LLC
CLOSED
Shares0 from 11,975
Change-11,975 (-100%)
Value$0 (-$2.9M)
Filed 2026-10-13
Future Financial Wealth Managment LLC
CLOSED
Shares0 from 10,542
Change-10,542 (-100%)
Value$0 (-$2.5M)
Filed 2026-10-15
Bfsg, LLC
CLOSED
Shares0 from 5,463
Change-5,463 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-30
Unify Financial Advisors
CLOSED
Shares0 from 3,560
Change-3,560 (-100%)
Value$0 (-$863.0K)
Filed 2026-11-03
World Equity Group, Inc.
CLOSED
Shares0 from 2,960
Change-2,960 (-100%)
Value$0 (-$717.6K)
Filed 2026-10-14
Larry Mathis Financial Planning, LLC
CLOSED
Shares0 from 2,678
Change-2,678 (-100%)
Value$0 (-$649.2K)
Filed 2026-10-26
Imc-Chicago, LLC
CLOSED
Shares0 from 2,378
Change-2,378 (-100%)
Value$0 (-$576.5K)
Filed 2026-11-05
Hoxton Planning & Management, LLC
CLOSED
Shares0 from 2,312
Change-2,312 (-100%)
Value$0 (-$560.5K)
Filed 2026-10-15
Financial Management Professionals, Inc.
CLOSED
Shares0 from 2,249
Change-2,249 (-100%)
Value$0 (-$545.2K)
Filed 2026-10-23
Confluence Wealth Services, Inc.
CLOSED
Shares0 from 2,150
Change-2,150 (-100%)
Value$0 (-$521.2K)
Filed 2026-11-05
Citizens Financial Group Inc
CLOSED
Shares0 from 1,650
Change-1,650 (-100%)
Value$0 (-$400.0K)
Filed 2026-10-23
Saxon Interests, Inc.
CLOSED
Shares0 from 1,633
Change-1,633 (-100%)
Value$0 (-$395.9K)
Filed 2026-10-26
MLG Wealth Management DBA Pine Grove Financial Group
CLOSED
Shares0 from 1,406
Change-1,406 (-100%)
Value$0 (-$346.6K)
Filed 2026-10-13
Pekin Hardy Strauss, Inc.
CLOSED
Shares0 from 1,362
Change-1,362 (-100%)
Value$0 (-$330.2K)
Filed 2026-11-02
Analyst IMS Investment Management Services Ltd.
CLOSED
Shares0 from 1,349
Change-1,349 (-100%)
Value$0 (-$327.0K)
Filed 2026-11-05
Apeiron RIA LLC
CLOSED
Shares0 from 1,292
Change-1,292 (-100%)
Value$0 (-$313.2K)
Filed 2026-10-08
Elco Management Co., LLC
CLOSED
Shares0 from 1,250
Change-1,250 (-100%)
Value$0 (-$303.0K)
Filed 2026-10-14
Kingsbury Capital Investment Advisors LLC
CLOSED
Shares0 from 1,210
Change-1,210 (-100%)
Value$0 (-$293.4K)
Filed 2026-10-20
FNY Investment Advisers, LLC
CLOSED
Shares0 from 1,164
Change-1,164 (-100%)
Value$0 (-$282)
Filed 2026-10-16
Nadler Financial Group, Inc.
CLOSED
Shares0 from 1,120
Change-1,120 (-100%)
Value$0 (-$271.5K)
Filed 2026-10-23
Corecam Pte. Ltd.
CLOSED
Shares0 from 1,110
Change-1,110 (-100%)
Value$0 (-$269.1K)
Filed 2026-10-23
Zenith Solutions, Inc.
CLOSED
Shares0 from 1,063
Change-1,063 (-100%)
Value$0 (-$257.6K)
Filed 2026-10-19
Vigilare Wealth Management
CLOSED
Shares0 from 1,061
Change-1,061 (-100%)
Value$0 (-$257.2K)
Filed 2026-10-29
Asempa Wealth Advisors
CLOSED
Shares0 from 1,045
Change-1,045 (-100%)
Value$0 (-$253.3K)
Filed 2026-10-07
Black Diamond Financial, LLC
CLOSED
Shares0 from 1,033
Change-1,033 (-100%)
Value$0 (-$250.5K)
Filed 2026-10-26
Sound Income Strategies, LLC
CLOSED
Shares0 from 1,031
Change-1,031 (-100%)
Value$0 (-$249.9K)
Filed 2026-10-09
One Advisory Partners, LLC
CLOSED
Shares0 from 1,008
Change-1,008 (-100%)
Value$0 (-$244.4K)
Filed 2026-10-22
Scarborough Advisors, LLC
CLOSED
Shares0 from 968
Change-968 (-100%)
Value$0 (-$226.3K)
Filed 2026-10-16
Dynamic Advisor Solutions LLC
CLOSED
Shares0 from 961
Change-961 (-100%)
Value$0 (-$233.0K)
Filed 2026-10-13
Huntleigh Advisors, Inc.
CLOSED
Shares0 from 959
Change-959 (-100%)
Value$0 (-$232.5K)
Filed 2026-11-03
Insight Advisors, LLC/ PA
CLOSED
Shares0 from 953
Change-953 (-100%)
Value$0 (-$231.1K)
Filed 2026-10-22
Hennion & Walsh Asset Management, Inc.
CLOSED
Shares0 from 950
Change-950 (-100%)
Value$0 (-$230.3K)
Filed 2026-10-13
Eagle Capital Management, LLC
CLOSED
Shares0 from 945
Change-945 (-100%)
Value$0 (-$229)
Filed 2026-10-19
ZynergyRetirementPlanningLLC
CLOSED
Shares0 from 940
Change-940 (-100%)
Value$0 (-$227.9K)
Filed 2026-10-08
Wesbanco Bank Inc
CLOSED
Shares0 from 937
Change-937 (-100%)
Value$0 (-$227.1K)
Filed 2026-11-04
Harmony Asset Management LLC
CLOSED
Shares0 from 917
Change-917 (-100%)
Value$0 (-$222.4K)
Filed 2026-10-20
E&G Advisors, LLC
CLOSED
Shares0 from 910
Change-910 (-100%)
Value$0 (-$220.6K)
Filed 2026-10-13
Selective Wealth Management, Inc.
CLOSED
Shares0 from 909
Change-909 (-100%)
Value$0 (-$209.7K)
Filed 2026-10-16
TCV Trust & Wealth Management, Inc.
CLOSED
Shares0 from 890
Change-890 (-100%)
Value$0 (-$215.8K)
Filed 2026-10-16
Quad-Cities Investment Group, LLC
CLOSED
Shares0 from 886
Change-886 (-100%)
Value$0 (-$214.9K)
Filed 2026-10-16
Brighton Jones LLC
CLOSED
Shares0 from 883
Change-883 (-100%)
Value$0 (-$214.1K)
Filed 2026-11-03
Intrua Financial, LLC
CLOSED
Shares0 from 881
Change-881 (-100%)
Value$0 (-$213.6K)
Filed 2026-10-28
Lynx Investment Advisory
CLOSED
Shares0 from 876
Change-876 (-100%)
Value$0 (-$212.2K)
Filed 2026-10-27
Archer Investment Management, LLC
CLOSED
Shares0 from 873
Change-873 (-100%)
Value$0 (-$211.7K)
Filed 2026-10-13
GFS Advisors, LLC
CLOSED
Shares0 from 870
Change-870 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-03
McClarren Financial Advisors, Inc.
CLOSED
Shares0 from 827
Change-827 (-100%)
Value$0 (-$200.5K)
Filed 2026-10-15
Allstreet Capital Advisors LLC
CLOSED
Shares0 from 826
Change-826 (-100%)
Value$0 (-$200.1K)
Filed 2026-11-04
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 587
Change-587 (-100%)
Value$0 (-$142.3K)
Filed 2026-10-26
Islay Capital Management, LLC
CLOSED
Shares0 from 580
Change-580 (-100%)
Value$0 (-$140.6K)
Filed 2026-10-20
Salem Investment Counselors Inc
CLOSED
Shares0 from 565
Change-565 (-100%)
Value$0 (-$137.0K)
Filed 2026-10-13
Pension & Wealth Management Advisors, Inc.
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$72.7K)
Filed 2026-10-16
LifeSteps Financial, Inc.
CLOSED
Shares0 from 211
Change-211 (-100%)
Value$0 (-$51.2K)
Filed 2026-10-15
Tucker Asset Management LLC
CLOSED
Shares0 from 125
Change-125 (-100%)
Value$0 (-$30.3K)
Filed 2026-10-29
Robinswood Financial LLC
CLOSED
Shares0 from 123
Change-123 (-100%)
Value$0 (-$29.8K)
Filed 2026-10-20
Eastern Bank
CLOSED
Shares0 from 102
Change-102 (-100%)
Value$0 (-$24.7K)
Filed 2026-10-05
First Command Advisory Services, Inc.
CLOSED
Shares0 from 59
Change-59 (-100%)
Value$0 (-$14.3K)
Filed 2026-11-05
Blueline Advisors LLC
CLOSED
Shares0 from 24
Change-24 (-100%)
Value$0 (-$2.8K)
Filed 2026-10-15
Morton Brown Family Wealth, LLC
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$1.5K)
Filed 2026-10-23
Bullseye Investment Management, LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$970)
Filed 2026-10-29
Atwood & Palmer Inc
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$728)
Filed 2026-10-08
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$2.2M (-$381.3K)
Filed 2026-10-29
Syntax Research, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$1 ($0)
Filed 2026-11-04
Bank of America Corp
N/A
Shares— from 3,017,072
Change-3,017,072 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,648,724
Change-2,648,724 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 2,318,935
Change-2,318,935 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,457,545
Change-1,457,545 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 1,278,993
Change-1,278,993 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,132,506
Change-1,132,506 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 786,640
Change-786,640 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 765,331
Change-765,331 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 655,978
Change-655,978 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 617,649
Change-617,649 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 616,653
Change-616,653 (-100%)
Value—
UBS Group AG
N/A
Shares— from 592,720
Change-592,720 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 560,045
Change-560,045 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 533,033
Change-533,033 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 403,807
Change-403,807 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 398,559
Change-398,559 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 366,065
Change-366,065 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 348,483
Change-348,483 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 271,717
Change-271,717 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 218,958
Change-218,958 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 214,403
Change-214,403 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 207,319
Change-207,319 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 202,455
Change-202,455 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 188,688
Change-188,688 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 177,711
Change-177,711 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 127,944
Change-127,944 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 107,690
Change-107,690 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 98,679
Change-98,679 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 90,461
Change-90,461 (-100%)
Value—
Barclays PLC
N/A
Shares— from 88,191
Change-88,191 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 79,250
Change-79,250 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 71,785
Change-71,785 (-100%)
Value—
360 Financial, Inc.
N/A
Shares— from 68,015
Change-68,015 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 64,909
Change-64,909 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 59,421
Change-59,421 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 55,500
Change-55,500 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 51,275
Change-51,275 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 50,883
Change-50,883 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 46,429
Change-46,429 (-100%)
Value—
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A
Shares— from 44,300
Change-44,300 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 43,602
Change-43,602 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 43,049
Change-43,049 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 42,992
Change-42,992 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 37,663
Change-37,663 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 35,997
Change-35,997 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 34,326
Change-34,326 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 32,463
Change-32,463 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 32,379
Change-32,379 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 31,731
Change-31,731 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 31,448
Change-31,448 (-100%)
Value—
Paragon Financial Partners, Inc.
N/A
Shares— from 31,115
Change-31,115 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 30,951
Change-30,951 (-100%)
Value—
EFG International AG
N/A
Shares— from 30,735
Change-30,735 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 28,932
Change-28,932 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 28,656
Change-28,656 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 28,094
Change-28,094 (-100%)
Value—
Blair William & Co
N/A
Shares— from 27,875
Change-27,875 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 27,012
Change-27,012 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 26,891
Change-26,891 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 26,886
Change-26,886 (-100%)
Value—
FMR LLC
N/A
Shares— from 26,229
Change-26,229 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 25,213
Change-25,213 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 24,907
Change-24,907 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 24,786
Change-24,786 (-100%)
Value—
Littlejohn Financial Services, Inc.
N/A
Shares— from 24,472
Change-24,472 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 22,645
Change-22,645 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 22,406
Change-22,406 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 21,895
Change-21,895 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 21,430
Change-21,430 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 21,246
Change-21,246 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 21,038
Change-21,038 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 20,913
Change-20,913 (-100%)
Value—
Eschler Asset Management LLP
N/A
Shares— from 20,571
Change-20,571 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 20,067
Change-20,067 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 20,019
Change-20,019 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 19,717
Change-19,717 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 18,800
Change-18,800 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 18,777
Change-18,777 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 18,590
Change-18,590 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 18,516
Change-18,516 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 18,129
Change-18,129 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 18,058
Change-18,058 (-100%)
Value—
Risk Paradigm Group, LLC
N/A
Shares— from 18,058
Change-18,058 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 17,837
Change-17,837 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 17,280
Change-17,280 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 16,872
Change-16,872 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 16,835
Change-16,835 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 16,622
Change-16,622 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 16,604
Change-16,604 (-100%)
Value—
&partners
N/A
Shares— from 16,282
Change-16,282 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 15,859
Change-15,859 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 15,680
Change-15,680 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 15,660
Change-15,660 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 15,568
Change-15,568 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 15,566
Change-15,566 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 15,235
Change-15,235 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 14,828
Change-14,828 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 13,853
Change-13,853 (-100%)
Value—
Sharpepoint LLC
N/A
Shares— from 13,828
Change-13,828 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 13,765
Change-13,765 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 13,523
Change-13,523 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 13,518
Change-13,518 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 13,310
Change-13,310 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 13,087
Change-13,087 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 12,927
Change-12,927 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 12,754
Change-12,754 (-100%)
Value—
KM Capital Management Ltd.
N/A
Shares— from 12,702
Change-12,702 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 12,634
Change-12,634 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 12,371
Change-12,371 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 12,249
Change-12,249 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 12,113
Change-12,113 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 12,087
Change-12,087 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 11,730
Change-11,730 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 10,972
Change-10,972 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 10,884
Change-10,884 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 10,863
Change-10,863 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 10,718
Change-10,718 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 10,553
Change-10,553 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 10,413
Change-10,413 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 10,304
Change-10,304 (-100%)
Value—
Interactive Financial Advisors, Inc.
N/A
Shares— from 10,234
Change-10,234 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 10,183
Change-10,183 (-100%)
Value—
Union Square Park Capital Management, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 9,997
Change-9,997 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 9,964
Change-9,964 (-100%)
Value—
BlueCrest Capital Management Ltd
N/A
Shares— from 9,769
Change-9,769 (-100%)
Value—
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
N/A
Shares— from 9,569
Change-9,569 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 9,567
Change-9,567 (-100%)
Value—
Somerset Group LLC
N/A
Shares— from 9,509
Change-9,509 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 9,379
Change-9,379 (-100%)
Value—
1607 Capital Partners, LLC
N/A
Shares— from 9,290
Change-9,290 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 9,265
Change-9,265 (-100%)
Value—
Ciovacco Capital Management LLC
N/A
Shares— from 9,145
Change-9,145 (-100%)
Value—
Ehrenkranz Partners L.P.
N/A
Shares— from 9,100
Change-9,100 (-100%)
Value—
Commerce Bank
N/A
Shares— from 8,931
Change-8,931 (-100%)
Value—
Birmingham Capital Management Co Inc
N/A
Shares— from 8,650
Change-8,650 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 8,596
Change-8,596 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 8,414
Change-8,414 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 8,395
Change-8,395 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 8,394
Change-8,394 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 8,241
Change-8,241 (-100%)
Value—
LEE Johnson Capital Management, LLC
N/A
Shares— from 8,107
Change-8,107 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 8,038
Change-8,038 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 8,017
Change-8,017 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 8,005
Change-8,005 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 7,980
Change-7,980 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 7,917
Change-7,917 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 7,888
Change-7,888 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 7,837
Change-7,837 (-100%)
Value—
Knoll Capital Management, LLC
N/A
Shares— from 7,650
Change-7,650 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 7,602
Change-7,602 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 7,528
Change-7,528 (-100%)
Value—
Stephens Inc
N/A
Shares— from 7,506
Change-7,506 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 7,470
Change-7,470 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 7,447
Change-7,447 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 7,340
Change-7,340 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 7,206
Change-7,206 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 7,056
Change-7,056 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 7,017
Change-7,017 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 6,817
Change-6,817 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 6,762
Change-6,762 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 6,601
Change-6,601 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 6,537
Change-6,537 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 6,385
Change-6,385 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 6,368
Change-6,368 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 6,331
Change-6,331 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 6,328
Change-6,328 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 6,286
Change-6,286 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 6,174
Change-6,174 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 6,134
Change-6,134 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 6,090
Change-6,090 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 6,086
Change-6,086 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 5,751
Change-5,751 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 5,702
Change-5,702 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 5,632
Change-5,632 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 5,591
Change-5,591 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 5,514
Change-5,514 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 5,456
Change-5,456 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 5,418
Change-5,418 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 5,406
Change-5,406 (-100%)
Value—
Warner Financial, Inc
N/A
Shares— from 5,386
Change-5,386 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 5,240
Change-5,240 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 5,195
Change-5,195 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 5,109
Change-5,109 (-100%)
Value—
Ibex Wealth Advisors
N/A
Shares— from 5,082
Change-5,082 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 5,064
Change-5,064 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 5,048
Change-5,048 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 5,029
Change-5,029 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 4,994
Change-4,994 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 4,994
Change-4,994 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 4,924
Change-4,924 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 4,910
Change-4,910 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 4,840
Change-4,840 (-100%)
Value—
Safe Harbor Fiduciary, LLC
N/A
Shares— from 4,809
Change-4,809 (-100%)
Value—
ATLas Financial Planning LLC
N/A
Shares— from 4,804
Change-4,804 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 4,756
Change-4,756 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 4,700
Change-4,700 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 4,541
Change-4,541 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 4,499
Change-4,499 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 4,444
Change-4,444 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 4,242
Change-4,242 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 3,957
Change-3,957 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 3,878
Change-3,878 (-100%)
Value—
Betterment LLC
N/A
Shares— from 3,821
Change-3,821 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 3,795
Change-3,795 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 3,740
Change-3,740 (-100%)
Value—
Envision Financial Transparency, LLC
N/A
Shares— from 3,719
Change-3,719 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 3,674
Change-3,674 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 3,602
Change-3,602 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 3,599
Change-3,599 (-100%)
Value—
Ackerman Asset Management, LLC
N/A
Shares— from 3,579
Change-3,579 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 3,566
Change-3,566 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 3,553
Change-3,553 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 3,503
Change-3,503 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 3,484
Change-3,484 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 3,477
Change-3,477 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 3,467
Change-3,467 (-100%)
Value—
10Elms LLP
N/A
Shares— from 3,459
Change-3,459 (-100%)
Value—
Nwam LLC
N/A
Shares— from 3,458
Change-3,458 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 3,458
Change-3,458 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 3,449
Change-3,449 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 3,442
Change-3,442 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 3,398
Change-3,398 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 3,347
Change-3,347 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 3,338
Change-3,338 (-100%)
Value—
Darden Wealth Group Inc
N/A
Shares— from 3,320
Change-3,320 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 3,320
Change-3,320 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 3,239
Change-3,239 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 3,169
Change-3,169 (-100%)
Value—
Sonoma Private Wealth LLC
N/A
Shares— from 3,143
Change-3,143 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 3,107
Change-3,107 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 3,106
Change-3,106 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 3,100
Change-3,100 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 3,039
Change-3,039 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 2,959
Change-2,959 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 2,913
Change-2,913 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 2,895
Change-2,895 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 2,872
Change-2,872 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 2,867
Change-2,867 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 2,855
Change-2,855 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 2,813
Change-2,813 (-100%)
Value—
Fox Hill Wealth Management
N/A
Shares— from 2,754
Change-2,754 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 2,713
Change-2,713 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 2,654
Change-2,654 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 2,651
Change-2,651 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 2,640
Change-2,640 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 2,584
Change-2,584 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 2,565
Change-2,565 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 2,550
Change-2,550 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 2,483
Change-2,483 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 2,450
Change-2,450 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 2,434
Change-2,434 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 2,424
Change-2,424 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 2,417
Change-2,417 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 2,415
Change-2,415 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 2,371
Change-2,371 (-100%)
Value—
Wulff, Hansen & Co.
N/A
Shares— from 2,337
Change-2,337 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 2,309
Change-2,309 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 2,297
Change-2,297 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 2,221
Change-2,221 (-100%)
Value—
Traction Financial Partners, LLC
N/A
Shares— from 2,150
Change-2,150 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 2,121
Change-2,121 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 2,084
Change-2,084 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 2,081
Change-2,081 (-100%)
Value—
Chicago Wealth Management, Inc.
N/A
Shares— from 2,036
Change-2,036 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 2,015
Change-2,015 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 2,015
Change-2,015 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 1,994
Change-1,994 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 1,966
Change-1,966 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 1,958
Change-1,958 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 1,950
Change-1,950 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 1,929
Change-1,929 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 1,905
Change-1,905 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Purkiss Capital Advisors LLC
N/A
Shares— from 1,884
Change-1,884 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 1,846
Change-1,846 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 1,816
Change-1,816 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 1,804
Change-1,804 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 1,767
Change-1,767 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 1,745
Change-1,745 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 1,716
Change-1,716 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 1,699
Change-1,699 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 1,697
Change-1,697 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 1,667
Change-1,667 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 1,660
Change-1,660 (-100%)
Value—
Collaborative Wealth Managment Inc.
N/A
Shares— from 1,632
Change-1,632 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,591
Change-1,591 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 1,579
Change-1,579 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 1,548
Change-1,548 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 1,533
Change-1,533 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 1,496
Change-1,496 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 1,483
Change-1,483 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 1,480
Change-1,480 (-100%)
Value—
Natixis
N/A
Shares— from 1,461
Change-1,461 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 1,457
Change-1,457 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 1,430
Change-1,430 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 1,428
Change-1,428 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 1,416
Change-1,416 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 1,414
Change-1,414 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 1,395
Change-1,395 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 1,390
Change-1,390 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 1,371
Change-1,371 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 1,355
Change-1,355 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 1,338
Change-1,338 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 1,332
Change-1,332 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 1,320
Change-1,320 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 1,318
Change-1,318 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 1,311
Change-1,311 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 1,311
Change-1,311 (-100%)
Value—
Mountain Capital Investment Advisors Inc.
N/A
Shares— from 1,298
Change-1,298 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 1,282
Change-1,282 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 1,275
Change-1,275 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 1,266
Change-1,266 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 1,262
Change-1,262 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 1,244
Change-1,244 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 1,236
Change-1,236 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 1,230
Change-1,230 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 1,220
Change-1,220 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 1,216
Change-1,216 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 1,210
Change-1,210 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 1,208
Change-1,208 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 1,204
Change-1,204 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 1,190
Change-1,190 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 1,185
Change-1,185 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 1,170
Change-1,170 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 1,155
Change-1,155 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 1,127
Change-1,127 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 1,125
Change-1,125 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 1,124
Change-1,124 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 1,122
Change-1,122 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 1,116
Change-1,116 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 1,105
Change-1,105 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 1,090
Change-1,090 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,081
Change-1,081 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 1,080
Change-1,080 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 1,073
Change-1,073 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 1,071
Change-1,071 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 1,060
Change-1,060 (-100%)
Value—
Three Cord True Wealth Management, LLC
N/A
Shares— from 1,060
Change-1,060 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 1,057
Change-1,057 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 1,052
Change-1,052 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 1,042
Change-1,042 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 1,037
Change-1,037 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 1,033
Change-1,033 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 1,031
Change-1,031 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 1,022
Change-1,022 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 1,020
Change-1,020 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 1,015
Change-1,015 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 1,010
Change-1,010 (-100%)
Value—
Schulhoff & Co Inc
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
HC Advisors, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Nepc LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 989
Change-989 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 989
Change-989 (-100%)
Value—
Kesler, Norman & Wride, LLC
N/A
Shares— from 986
Change-986 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 966
Change-966 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 961
Change-961 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 944
Change-944 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 935
Change-935 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 930
Change-930 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 900
Change-900 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 900
Change-900 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 880
Change-880 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 869
Change-869 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 830
Change-830 (-100%)
Value—
Aldebaran Financial Inc.
N/A
Shares— from 830
Change-830 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 809
Change-809 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 778
Change-778 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 767
Change-767 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 731
Change-731 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 696
Change-696 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 620
Change-620 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 600
Change-600 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 580
Change-580 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 571
Change-571 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 560
Change-560 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 550
Change-550 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 537
Change-537 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 512
Change-512 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 462
Change-462 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 429
Change-429 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 425
Change-425 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 424
Change-424 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 417
Change-417 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 412
Change-412 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 397
Change-397 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 363
Change-363 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 357
Change-357 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 355
Change-355 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 326
Change-326 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 325
Change-325 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 315
Change-315 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 300
Change-300 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 300
Change-300 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 257
Change-257 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 255
Change-255 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 225
Change-225 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 224
Change-224 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 222
Change-222 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 220
Change-220 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 220
Change-220 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 220
Change-220 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 216
Change-216 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 211
Change-211 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 201
Change-201 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 192
Change-192 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 190
Change-190 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 188
Change-188 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 184
Change-184 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 173
Change-173 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 166
Change-166 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 160
Change-160 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 150
Change-150 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 136
Change-136 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 135
Change-135 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 125
Change-125 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 123
Change-123 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 122
Change-122 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 111
Change-111 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 108
Change-108 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 100
Change-100 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 98
Change-98 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 87
Change-87 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 81
Change-81 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 78
Change-78 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 75
Change-75 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 72
Change-72 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 62
Change-62 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 58
Change-58 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 50
Change-50 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 31
Change-31 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 24
Change-24 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 1
Change-1 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
INCREASED352,477343,700+8,777+3%$83.3M$73.0M-$10.3M2026-11-02
Systelligence, LLC
INCREASED257,28910,245+247,044+2411%$2.5M$16.6M+$14.1M2026-11-05
Citigroup Inc
INCREASED230,447119,943+110,504+92%$29.1M$47.7M+$18.7M2026-11-04
Truist Financial Corp
INCREASED200,236193,637+6,599+3%$46.9M$41.5M-$5.5M2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED174,601169,244+5,357+3%$41.0M$36.2K-$41.0M2026-11-02
Sagespring Wealth Partners, LLC
INCREASED171,716161,313+10,403+6%$39.1M$35.6M-$3.5M2026-10-22
OpenArc Corporate Advisory, LLC
INCREASED165,632157,421+8,211+5%$38.2M$34.3M-$3.8M2026-10-21
IFP Advisors, Inc
DECREASED108,334109,759-1,425-1%$26.6M$22.4M-$4.2M2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED98,99889,817+9,181+10%$21.5M$20.3M-$1.2M2026-10-13
AlphaCore Capital LLC
DECREASED95,499126,827-31,328-25%$30.7M$19.8M-$11.0M2026-11-04
Kestra Advisory Services, LLC
INCREASED89,27772,782+16,495+23%$17.6M$18.5M+$852.7K2026-11-02
Park Avenue Securities LLC
DECREASED82,88784,794-1,907-2%$20.6M$17.2K-$20.5M2026-10-26
Meitav Investment House LTD
DECREASED80,53290,081-9,549-11%$21.8M$16.7M-$5.2M2026-10-28
Diversify Wealth Management, LLC
INCREASED70,63066,670+3,960+6%$16.3M$14.6M-$1.6M2026-10-20
Diversify Advisory Services, LLC
INCREASED70,63066,670+3,960+6%$16.3M$14.6M-$1.6M2026-10-20
Cadent Capital Advisors, LLC
DECREASED63,32791,179-27,852-31%$22.1M$13.1M-$9.0M2026-10-09
Ferguson Wellman Capital Management, Inc
DECREASED60,78866,008-5,220-8%$16.0M$12.6M-$3.4M2026-10-05
Thrivent Financial for Lutherans
DECREASED60,65766,922-6,265-9%$16.2M$12.6M-$3.6M2026-11-05
Independent Financial Group, LLC
INCREASED59,32756,892+2,435+4%$13.8M$12.3M-$1.5M2026-10-13
Stone House Investment Management, LLC
DECREASED55,29155,650-359-1%$13.5M$11.5M-$2.0M2026-10-23
Creative Planning
INCREASED51,58247,028+4,554+10%$11.4M$10.7M-$713.7K2026-11-02
TD Waterhouse Canada Inc.
INCREASED51,27048,878+2,392+5%$11.9M$10.7M-$1.3M2026-10-16
WealthCare Investment Partners, LLC
DECREASED51,24451,841-597-1%$12.6M$10.6M-$2.0M2026-11-05
Prospera Financial Services Inc
DECREASED49,67172,809-23,138-32%$17.7M$10.4M-$7.2M2026-11-04
Concurrent Investment Advisors, LLC
DECREASED49,36052,866-3,506-7%$12.8M$10.2M-$2.6M2026-10-16
Prime Capital Investment Advisors, LLC
INCREASED48,15643,889+4,267+10%$10.6M$10.0M-$662.7K2026-10-20
Atria Investments, Inc
DECREASED47,11548,121-1,006-2%$11.7M$9.8M-$1.9M2026-10-15
Clear Wave Wealth Management LLC
INCREASED45,25943,008+2,251+5%$10.4M$9.4M-$1.0M2026-11-04
Kraft, Davis & Associates, LLC
DECREASED38,60639,541-935-2%$9.5M$8.0M-$1.4M2026-10-21
Founders Financial Securities LLC
INCREASED37,62634,670+2,956+9%$8.4M$7.8M-$609.5K2026-10-28
Ignite Planners, LLC
DECREASED37,50438,600-1,096-3%$9.4M$7.8M-$1.6M2026-10-14
Well Done, LLC
DECREASED37,00437,594-590-2%$9.1M$7.7M-$1.4M2026-10-20
Oppenheimer & Co Inc
DECREASED36,75037,982-1,232-3%$9.2M$7.6M-$1.6M2026-10-26
J.W. Cole Advisors, Inc.
DECREASED36,37039,088-2,718-7%$9.5M$7.5M-$1.9M2026-11-05
Carota Wealth Management
NEW36,015—+36,015——$7.5M—2026-11-03
MRA Advisory Group
DECREASED34,10937,956-3,847-10%$9.2M$7.1M-$2.1M2026-10-07
New York Life Investment Management LLC
INCREASED33,15011,233+21,917+195%$2.7M$6.9M+$4.1M2026-11-04
Focus Wealth Advisors, LLC
DECREASED33,07033,667-597-2%$8.2M$6.9M-$1.3M2026-10-14
Cottonwood Capital Advisors, LLC
INCREASED32,49931,762+737+2%$7.7M$6.7M-$966.7K2026-10-20
Accel Wealth Management
INCREASED31,69930,190+1,509+5%$7.3M$6.6M-$751.3K2026-10-13
Procyon Advisors, LLC
INCREASED31,6351,175+30,460+2592%$284.8K$6.6M+$6.3M2026-10-21
15 Wealth Advisors LLC
NEW30,564—+30,564——$6.3M—2026-10-14
Yarbrough Capital, LLC
UNCHANGED30,39330,39300%$7.4M$6.3M-$1.1M2026-10-19
Bluesphere Advisors LLC
DECREASED30,25730,772-515-2%$7.5M$6.3M-$1.2M2026-10-19
Ayalon Insurance Comp Ltd.
INCREASED29,68922,889+6,800+30%$5.5K$6.2K+$6022026-10-08
CX Institutional
INCREASED28,76724,084+4,683+19%$5.8K$6.0K+$1222026-10-02
Patten & Patten Inc
INCREASED28,42625,841+2,585+10%$6.3M$5.9M-$375.1K2026-10-26
PW Nova Financial Services LLC
DECREASED27,76128,444-683-2%$6.9M$5.8M-$1.1M2026-10-15
Principle Wealth Partners LLC
DECREASED26,32427,311-987-4%$6.6M$5.5M-$1.2M2026-11-02
Lineweaver Wealth Advisors, LLC
INCREASED26,29625,782+514+2%$6.3M$5.4M-$802.0K2026-10-13
Steele Capital Management, Inc.
INCREASED26,17123,467+2,704+12%$5.7M$5.4M-$266.8K2026-11-02
Trilogy Capital Inc.
INCREASED25,24814,717+10,531+72%$3.6M$5.2M+$1.7M2026-10-20
Fifth Third Securities, Inc.
DECREASED25,10827,082-1,974-7%$6.6M$5.2M-$1.4M2026-10-21
Elevated Financial Group LLC
NEW24,804—+24,804——$5.1M—2026-10-16
Mosley Wealth Management
INCREASED24,59123,205+1,386+6%$5.6M$5.1M-$537.0K2026-10-16
5th Street Advisors, LLC
INCREASED24,54722,526+2,021+9%$5.5M$5.1M-$375.1K2026-11-04
Sigma Planning Corp
INCREASED24,35523,273+1,082+5%$5.6M$5.0M-$596.1K2026-10-23
Banque Pictet & CIE SA
UNCHANGED23,53523,53500%$5.7M$4.9M-$841.6K2026-10-16
Apollon Financial, LLC
DECREASED22,87423,157-283-1%$5.6M$4.7M-$874.6K2026-10-23
Capstone Wealth Management Group, Inc.
DECREASED21,17321,426-253-1%$5.2M$4.4M-$807.5K2026-10-19
Lido Advisors, LLC
DECREASED20,98621,575-589-3%$5.2M$4.3M-$882.5K2026-11-04
Financial Life Advisors
INCREASED20,84620,433+413+2%$5.0M$4.3M-$634.6K2026-10-14
Herbst Group, LLC
INCREASED20,06319,140+923+5%$4.6M$4.2M-$483.3K2026-10-20
Arrien Investments, Inc.
DECREASED19,87632,282-12,406-38%$7.8M$4.1M-$3.7M2026-10-30
William John Sempolinski
DECREASED19,85819,893-350%$4.8M$4.1M-$708.3K2026-10-20
D.A. Davidson & Co.
INCREASED19,70418,369+1,335+7%$4.5M$4.1M-$370.8K2026-10-28
Oasis Advisors, LLC
INCREASED18,96616,219+2,747+17%$3.9M$3.9M-$2.3K2026-10-16
Evolution Wealth Advisors, LLC
UNCHANGED18,87718,87700%$4.6M$3.9M-$665.2K2026-11-03
Ferguson Shapiro LLC
NEW18,280—+18,280——$3.8M—2026-10-16
TigerOak Management, L.L.C.
DECREASED18,08118,136-550%$4.4M$3.7M-$650.5K2026-10-23
Philadelphia Trust Co
UNCHANGED18,05518,05500%$4.4M$3.7M-$636.0K2026-11-05
Asset One Wealth Management LLC
INCREASED17,6927,524+10,168+135%$1.8M$3.7M+$1.9M2026-11-02
Apollon Wealth Management, LLC
DECREASED17,67618,241-565-3%$4.4M$3.7M-$759.9K2026-10-23
Certified Advisory Corp
INCREASED17,56415,596+1,968+13%$3.8M$3.6M-$141.8K2026-10-29
BigSur Wealth Management LLC
UNCHANGED17,56417,56400%$4.3M$3.6M-$619.0K2026-10-13
Financial Partners Group, Inc
DECREASED17,35520,594-3,239-16%$5.0M$3.6M-$1.4M2026-10-19
FSM Wealth Advisors, LLC
INCREASED16,10814,474+1,634+11%$3.5M$3.3M-$208.4K2026-10-27
Y-Intercept (Hong Kong) Ltd
NEW16,051—+16,051——$3.3M—2026-10-16
Parallel Advisors, LLC
INCREASED15,84114,420+1,421+10%$3.5M$3.3M-$214.0K2026-11-03
Nations Financial Group Inc,
INCREASED15,24015,205+35+0%$3.7M$3.2M-$528.6K2026-11-05
MFA Wealth Advisors, LLC
DECREASED15,06215,251-189-1%$3.7M$3.1M-$576.6K2026-10-07
Mirae Asset Global Investments Co., Ltd.
NEW15,000—+15,000——$3.1M—2026-11-03
Capital Wealth Alliance, LLC
DECREASED14,81016,946-2,136-13%$4.1M$3.1M-$1.0M2026-10-20
Unique Wealth, LLC
INCREASED14,64413,934+710+5%$3.4M$3.0M-$343.9K2026-10-16
Csenge Advisory Group
DECREASED14,64016,006-1,366-9%$3.9M$3.0M-$847.1K2026-11-04
Gerber Kawasaki Wealth & Investment Management
INCREASED14,37614,241+135+1%$3.5M$3.0M-$473.8K2026-10-29
Assetmark, Inc
INCREASED13,68213,459+223+2%$3.3M$2.8M-$428.1K2026-10-21
Wealth Quarterback LLC
INCREASED13,60013,080+520+4%$3.2M$2.8M-$353.1K2026-10-20
Base Wealth Management LLC
INCREASED13,34211,110+2,232+20%$2.7M$2.8M+$71.0K2026-10-21
Brookstone Capital Management
INCREASED11,81211,442+370+3%$2.8M$2.4M-$326.4K2026-10-22
Jackson Square Capital, LLC
DECREASED11,61120,027-8,416-42%$4.9M$2.4M-$2.4M2026-10-19
MGO One Seven LLC
DECREASED11,60312,605-1,002-8%$3.1M$2.4M-$651.7K2026-10-28
Kestra Private Wealth Services, LLC
DECREASED11,57213,528-1,956-14%$3.3M$2.4M-$882.1K2026-10-30
Spire Wealth Management
DECREASED11,55712,040-483-4%$2.9M$2.4M-$524.3K2026-10-30
Cdkv Holdings LLC
INCREASED11,48711,451+36+0%$2.8M$2.4M-$396.0K2026-10-28
Cornerstone Wealth Management, LLC
INCREASED11,35010,827+523+5%$2.6M$2.4M-$273.3K2026-11-04
Global Financial Private Client, LLC
INCREASED11,34811,047+301+3%$2.7M$2.4M-$326.9K2026-10-15
Regions Financial Corp
INCREASED11,07410,789+285+3%$2.6M$2.3M-$321.2K2026-11-05
JBR Co Financial Management Inc
UNCHANGED10,75210,75200%$2.6M$2.6M+$15.5K2026-10-13
Sheets Smith Wealth Management
INCREASED10,74510,270+475+5%$2.5M$2.2M-$263.5K2026-10-16
Focus Financial Network, Inc.
DECREASED10,69510,938-243-2%$2.7M$2.2M-$435.7K2026-10-14
Winthrop Capital Management, LLC
DECREASED10,67211,076-404-4%$2.7M$2.2M-$473.9K2026-11-05
Marshall & Sterling Wealth Advisors Inc.
INCREASED10,57310,335+238+2%$2.5M$2.2M-$314.9K2026-10-28
Ascentis Independent Advisors
NEW10,539—+10,539——$2.2M—2026-11-03
Bank of New York Mellon Corp
INCREASED10,4689,441+1,027+11%$2.3M$2.2M-$120.0K2026-11-05
Pilgrim Partners Asia Pte Ltd
NEW10,450—+10,450——$2.2M—2026-10-29
Farther Finance Advisors, LLC
DECREASED10,33710,486-149-1%$2.5M$2.1M-$400.3K2026-10-08
Dumont & Blake Investment Advisors LLC
DECREASED10,05610,070-140%$2.4M$2.1M-$357.9K2026-10-28
Patton Albertson Miller Group, LLC
INCREASED9,9959,816+179+2%$2.4M$2.1M-$308.8K2026-10-26
Centerline Wealth Advisors, LLC
INCREASED9,8279,510+317+3%$2.3M$2.0M-$269.6K2026-10-15
SS&H Financial Advisors, Inc.
UNCHANGED9,6759,67500%$2.3M$2.0K-$2.3M2026-10-28
Family Legacy, Inc.
DECREASED9,3939,609-216-2%$2.3M$1.9M-$383.4K2026-10-13
Global Assets Advisory, LLC
INCREASED9,2119,048+163+2%$2.2M$1.9M-$297.3K2026-10-28
Perennial Advisors, LLC
INCREASED8,9641,247+7,717+619%$302.3K$1.9M+$1.6M2026-10-13
Savant Capital, LLC
INCREASED8,8934,962+3,931+79%$1.2M$1.8M+$609.5K2026-11-06
Cardinal Point Capital Management ULC
DECREASED8,7608,780-200%$2.1M$1.8M-$313.6K2026-10-21
Lodestar Private Asset Management LLC
DECREASED8,7118,801-90-1%$2.1M$1.8M-$328.8K2026-10-26
Sowell Financial Services LLC
DECREASED8,69316,624-7,931-48%$4.0M$1.8M-$2.2M2026-10-23
Kingswood Wealth Advisors, LLC
INCREASED8,6855,609+3,076+55%$1.4M$1.8M+$439.6K2026-10-23
US Bancorp \de\
DECREASED8,5258,789-264-3%$2.1M$1.8M-$364.4K2026-11-05
Artemis Wealth Advisors, LLC
INCREASED8,4368,426+10+0%$2.0M$1.7M-$294.9K2026-11-05
McGuire Investment Group, LLC
UNCHANGED8,4128,41200%$2.0M$1.7M-$296.4K2026-10-23
Capital Advisors, Ltd. LLC
INCREASED8,3748,330+44+1%$2.0K$1.7K-$2842026-10-27
Stephen J. Garry & Associates, LLC
INCREASED8,3718,042+329+4%$1.9M$1.7M-$215.2K2026-11-05
Massachusetts Wealth Management
INCREASED8,3538,008+345+4%$1.9M$1.7M-$210.7K2026-10-21
Castle Rock Wealth Management, LLC
DECREASED8,2009,641-1,441-15%$2.4M$1.7M-$643.3K2026-10-09
Ashton Thomas Private Wealth, LLC
INCREASED8,1556,962+1,193+17%$1.7M$1.7M+$1.7K2026-11-03
Sovran Advisors, LLC
DECREASED8,1518,674-523-6%$2.1M$1.7M-$378.2K2026-11-02
BridgePort Financial Solutions, LLC
INCREASED8,1367,393+743+10%$1.8M$1.7M-$106.6K2026-11-02
Wedbush Securities Inc
INCREASED7,8767,782+94+1%$1.9M$1.6K-$1.9M2026-10-22
Vontobel Holding Ltd.
INCREASED7,7866,427+1,359+21%$1.6M$1.6M+$55.1K2026-10-16
Ridgeline Wealth Planning, LLC
INCREASED7,7277,569+158+2%$1.8M$1.6M-$234.2K2026-10-29
Elevation Point Wealth Partners, LLC
INCREASED7,6606,559+1,101+17%$1.6M$1.6M-$3.6K2026-11-05
PFG Advisors
DECREASED7,6257,904-279-4%$1.9M$1.6M-$336.3K2026-10-16
Missouri Trust & Investment Co
DECREASED7,6057,705-100-1%$1.8M$1.6M-$271.0K2026-11-04
Landaas & Co
INCREASED7,2166,589+627+10%$1.6M$1.5M-$102.3K2026-10-29
Odyssey Capital Advisors, Inc.
DECREASED7,1467,383-237-3%$1.8M$1.5M-$309.1K2026-10-26
Bryn Mawr Trust Advisors, LLC
DECREASED7,1068,525-1,419-17%$2.1M$1.5M-$594.5K2026-11-04
Burns J W & Co Inc
DECREASED7,0647,074-100%$1.7M$1.5M-$251.4K2026-10-20
B. Riley Wealth Advisors, Inc.
DECREASED7,0217,089-68-1%$1.7M$1.5M-$240.7K2026-10-13
Joseph P. Lucia & Associates, LLC
INCREASED7,0046,855+149+2%$1.7M$1.5M-$210.8K2026-10-30
Salomon & Ludwin, LLC
UNCHANGED6,8706,87000%$1.7M$1.4M-$252.0K2026-10-29
JB Capital LLC
INCREASED6,8654,726+2,139+45%$1.1M$1.4M+$276.4K2026-10-19
Total Wealth Planning & Management, Inc.
DECREASED6,8316,926-95-1%$1.7M$1.4M-$263.8K2026-10-23
Flagship Harbor Advisors, LLC
DECREASED6,8167,515-699-9%$1.8M$1.4M-$409.5K2026-10-26
Crescent Grove Advisors, LLC
INCREASED6,7946,602+192+3%$1.6M$1.4M-$192.9K2026-10-21
Wealthcare Advisory Partners LLC
INCREASED6,7896,674+115+2%$1.6M$1.4M-$211.4K2026-10-21
Fifth Third Bancorp
INCREASED6,7486,475+273+4%$1.6M$1.4M-$171.9K2026-11-05
Independent Wealth Network Inc.
INCREASED6,6976,685+12+0%$1.6M$1.4M-$233.1K2026-10-19
Cyndeo Wealth Partners, LLC
INCREASED6,6306,006+624+10%$1.5M$1.4M-$82.2K2026-10-16
New Wave Wealth Advisors LLC
INCREASED6,5554,558+1,997+44%$1.1M$1.3M+$232.3K2026-10-19
Intesa Sanpaolo Wealth Management
UNCHANGED6,3016,30100%$1.5M$1.3M-$222.0K2026-10-28
Howard Wealth Management, LLC
INCREASED6,2566,234+22+0%$1.5M$1.3M-$215.3K2026-10-28
Avior Wealth Management, LLC
DECREASED6,22112,040-5,819-48%$2.9M$1.3M-$1.6M2026-10-13
Visionary Horizons, LLC
INCREASED6,2096,040+169+3%$1.5M$1.3M-$177.8K2026-10-22
Moulton Wealth Management, Inc
DECREASED6,1536,236-83-1%$1.5M$1.3M-$241.9K2026-10-13
Signature Estate & Investment Advisors LLC
INCREASED6,0295,588+441+8%$1.4M$1.2M-$105.4K2026-10-13
Able Wealth Management LLC
INCREASED6,0075,681+326+6%$1.4M$1.2M-$133.7K2026-10-13
Allen Capital Group, LLC
UNCHANGED5,9435,94300%$1.4M$1.2M-$209.4K2026-10-27
Calamos Wealth Management LLC
UNCHANGED5,9315,93100%$1.4M$1.2M-$209.0K2026-11-02
Simplex Trading, LLC
INCREASED5,8923,757+2,135+57%$910.8K$1.2M+$309.9K2026-11-04
NWF Advisory Services Inc.
INCREASED5,8825,649+233+4%$1.4M$1.2M-$150.8K2026-10-19
Ring Mountain Capital, LLC
INCREASED5,8825,713+169+3%$1.4M$1.2M-$166.3K2026-10-13
Robertson Stephens Wealth Management, LLC
INCREASED5,7625,548+214+4%$1.3M$1.2M-$151.2K2026-10-16
Raab & Moskowitz Asset Management LLC
DECREASED5,6305,987-357-6%$1.5M$1.2M-$284.9K2026-11-02
MCF Advisors LLC
UNCHANGED5,5555,55500%$1.3M$1.2M-$195.8K2026-10-28
Almanack Investment Partners, Llc.
DECREASED5,4927,241-1,749-24%$1.8M$1.1M-$617.6K2026-11-03
Realta Investment Advisors
DECREASED5,4805,486-60%$1.3M$1.1M-$194.6K2026-10-14
Purus Wealth Management, LLC
DECREASED5,4355,491-56-1%$1.3M$1.1M-$204.9K2026-10-15
Ellerson Group Inc
DECREASED5,3055,354-49-1%$1.3M$1.1M-$151.1K2026-11-04
Vise Technologies, Inc.
INCREASED5,2084,652+556+12%$1.1M$1.1M-$48.6K2026-10-29
Capital Investment Advisory Services, LLC
DECREASED5,1825,356-174-3%$1.3M$1.1M-$224.9K2026-10-30
LiftPoint Family Wealth Advisors LLC
INCREASED5,1474,472+675+15%$1.1M$1.1M-$17.7K2026-11-03
Genesee Capital Advisors, LLC
DECREASED5,1285,240-112-2%$1.3M$1.1M-$207.8K2026-10-20
Chicago Partners Investment Group LLC
DECREASED5,0325,644-612-11%$1.3M$1.0M-$326.8K2026-10-27
Clear Creek Financial Management, LLC
INCREASED5,0024,644+358+8%$1.1M$1.0M-$89.5K2026-10-28
Absolute Capital Management, LLC
DECREASED5,0005,024-240%$1.2M$1.0M-$182.0K2026-10-16
Quattro Financial Advisors LLC
UNCHANGED5,0005,00000%$1.2M$1.0M-$176.2K2026-10-15
Roxbury Financial LLC
INCREASED4,9924,839+153+3%$1.2M$1.0M-$138.9K2026-10-01
Cullen T Bankers, Inc.
INCREASED4,9889+4,979+55322%$2.2K$1.0M+$1.0M2026-10-28
International Assets Investment Management, LLC
INCREASED4,9754,653+322+7%$1.1M$1.0M-$99.7K2026-11-02
EPG Wealth Management LLC
DECREASED4,9695,024-55-1%$1.2M$1.0M-$188.3K2026-11-03
Northland Securities, Inc.
INCREASED4,8914,850+41+1%$1.2M$1.0M-$162.4K2026-11-02
Powell Investment Advisors, LLC
INCREASED4,8904,885+5+0%$1.2M$1.0M-$170.9K2026-10-22
Patriot Financial Group Insurance Agency, LLC
DECREASED4,8835,178-295-6%$1.3M$1.0M-$243.7K2026-10-14
Fifth Third Wealth Advisors LLC
DECREASED4,8356,461-1,626-25%$1.6M$1.0M-$564.6K2026-10-22
Quadcap Wealth Management, LLC
DECREASED4,7354,975-240-5%$1.2M$981.0K-$225.0K2026-11-02
StoneX Group Inc.
INCREASED4,7083,365+1,343+40%$815.7K$975.8K+$160.2K2026-11-03
Avondale Wealth Management
DECREASED4,7005,050-350-7%$1.2M$973.7K-$250.5K2026-10-15
Partners Wealth Management, LLC
INCREASED4,6661,913+2,753+144%$463.8K$966.6K+$502.8K2026-10-28
Gen-Wealth Partners Inc
INCREASED4,6614,383+278+6%$1.1M$965.7K-$96.9K2026-11-04
Keybank National Association
UNCHANGED4,6404,64000%$1.1M$961.3K-$163.5K2026-11-04
Choreo, LLC
INCREASED4,5584,298+260+6%$1.0M$944.3K-$97.6K2026-10-28
Secure Asset Management, LLC
DECREASED4,5234,656-133-3%$1.1M$937.2K-$191.7K2026-10-19
Firestone Capital Management
UNCHANGED4,4264,42600%$1.1M$917.0K-$156.0K2026-11-03
Laurel OAK Wealth Management, LLC
DECREASED4,3744,563-189-4%$1.1M$906.2K-$199.9K2026-10-19
Patriot Investment Management Group, Inc.
INCREASED4,3693,971+398+10%$962.8K$905.1K-$57.7K2026-10-15
Fusion Capital, LLC
INCREASED4,2894,284+5+0%$1.0M$888.6K-$149.9K2026-10-28
Schuylkill Financial LLC
INCREASED4,2453,967+278+7%$961.8K$879.5K-$82.3K2026-10-21
Clearwave Capital, LLC
INCREASED4,2264,222+4+0%$1.0M$875.5K-$148.0K2026-10-27
Ameliora Wealth Management Ltd.
DECREASED4,1864,210-24-1%$1.0M$867.3K-$153.3K2026-10-23
Solstein Capital, LLC
UNCHANGED4,0704,07000%$986.6K$843.2K-$143.4K2026-11-02
Davenport & Co LLC
DECREASED4,0578,478-4,421-52%$2.1M$840.4K-$1.2M2026-10-14
Onyx Bridge Wealth Group LLC
DECREASED4,0324,050-180%$981.8K$835.4K-$146.5K2026-10-16
CRA Financial Services, LLC
DECREASED3,9333,958-25-1%$959.4K$814.9K-$144.6K2026-10-16
Silverlake Wealth Management LLC
DECREASED3,9114,351-440-10%$1.1M$810.4K-$244.4K2026-10-21
Cypress Asset Management Inc
DECREASED3,8663,888-22-1%$942.5K$801.0K-$141.6K2026-10-09
Hudock, Inc.
INCREASED3,8513,447+404+12%$835.8K$798.1K-$37.7K2026-10-14
Wisconsin Wealth Advisors, LLC
DECREASED3,8314,471-640-14%$1.1M$793.7K-$290.0K2026-10-08
Granville Capital, Inc.
INCREASED3,8123,810+2+0%$923.7K$789.7K-$134.0K2026-11-05
Lake Street Private Wealth, LLC
INCREASED3,8033,800+3+0%$921.2K$787.8K-$133.4K2026-10-22
Provenance Wealth Advisors, LLC
INCREASED3,7702,311+1,459+63%$560.2K$781.1K+$220.8K2026-10-30
Guardian Asset Advisors, LLC
INCREASED3,7513,692+59+2%$895.2K$777.2K-$118.0K2026-10-16
Eddie Patel Inc
DECREASED3,7455,214-1,469-28%$1.3M$775.8K-$488.2K2026-11-02
Integrity Alliance, Llc.
DECREASED3,7344,435-701-16%$1.1M$773.7K-$301.6K2026-10-29
SeaCrest Wealth Management, LLC
INCREASED3,6873,665+22+1%$888.4K$763.9K-$124.5K2026-10-21
Private Trust Co NA
DECREASED3,6713,922-251-6%$950.9K$760.6K-$190.2K2026-10-20
AFG Fiduciary Services Limited Partnership
INCREASED3,6563,040+616+20%$754.5K$745.8K-$8.7K2026-10-21
Ritholtz Wealth Management
INCREASED3,5323,484+48+1%$844.5K$731.7K-$112.8K2026-11-05
WealthBridge Capital Management, LLC
DECREASED3,5173,817-300-8%$925.3K$728.7K-$196.7K2026-10-16
Compound Planning, Inc.
INCREASED3,4592,700+759+28%$654.6K$716.7K+$62.1K2026-11-05
Avidian Wealth Enterprises, LLC
DECREASED3,4123,452-40-1%$836.9K$707.0K-$129.9K2026-10-08
Vicus Capital
DECREASED3,37623,722-20,346-86%$5.8M$699.4K-$5.1M2026-11-05
Rational Advisors, Inc.
DECREASED3,3564,172-816-20%$1.0M$695.3K-$316.1K2026-11-02
Schmidt P J Investment Management Inc
INCREASED3,2843,254+30+1%$788.8K$680.4K-$108.5K2026-11-02
Smart Wealth LLC
INCREASED3,2522,676+576+22%$648.8K$673.8K+$25.0K2026-11-04
Independent Wealth Advisors LLC
DECREASED3,2293,347-118-4%$811.5K$669.0K-$142.5K2026-10-27
Capital Investment Advisors, LLC
DECREASED3,2153,222-70%$781.0K$666.0K-$115.0K2026-10-22
Ellis Investment Partners, LLC
DECREASED3,1783,538-360-10%$857.7K$658.5K-$199.2K2026-10-21
Allspring Global Investments Holdings, LLC
INCREASED3,1242,833+291+10%$700.8K$649.9K-$50.9K2026-11-04
Verus Capital Partners, LLC
INCREASED3,1113,093+18+1%$749.8K$644.5K-$105.4K2026-11-03
Cathy Pareto & Associates, Inc
DECREASED3,1013,114-130%$754.9K$642.6K-$112.3K2026-10-15
Pinnacle Associates LTD
INCREASED3,0372,519+518+21%$610.6K$629.1K+$18.6K2026-10-20
Nvwm, LLC
INCREASED3,0182,986+32+1%$723.8K$625.4K-$98.4K2026-10-14
Magnolia Capital Management LTD
UNCHANGED3,0153,01500%$731$625-$1062026-10-09
Beaumont Financial Advisors, LLC
INCREASED2,9912,579+412+16%$625.3K$619.6K-$5.7K2026-10-22
BFI Infinity Ltd.
UNCHANGED2,9872,98700%$724.1K$620.1K-$104.0K2026-10-16
Caldwell Trust Co
UNCHANGED2,9772,97700%$721.7K$616.8K-$104.9K2026-10-30
Midwest Trust Co
UNCHANGED2,9742,97400%$721.0K$616.2K-$104.8K2026-10-22
Register Financial Advisors LLC
INCREASED2,9552,949+6+0%$714.9K$612.3K-$102.6K2026-10-23
Interchange Capital Partners, LLC
DECREASED2,9352,949-140%$714.8K$608.0K-$106.8K2026-10-28
Mullooly Asset Management, Inc.
INCREASED2,9322,930+2+0%$709.9K$607.4K-$102.6K2026-10-30
Jm2 Capital Inc.
INCREASED2,9162,912+4+0%$706.0K$604.1K-$101.9K2026-10-14
Quartz Partners, LLC
INCREASED2,9042,628+276+11%$637.1K$601.7K-$35.4K2026-11-03
HRC Wealth Management, LLC
INCREASED2,8972,894+3+0%$701.6K$600.2K-$101.3K2026-10-16
Cornerstone Management, Inc.
UNCHANGED2,8172,81700%$682.9K$583.6K-$99.3K2026-10-16
Magnus Financial Group LLC
INCREASED2,7882,767+21+1%$670.7K$577.7K-$93.1K2026-10-21
Symphony Financial, Ltd. Co.
DECREASED2,7613,554-793-22%$850.1K$574.4K-$275.7K2026-10-22
New England Private Wealth Advisors LLC
INCREASED2,7542,647+107+4%$635.6K$570.6K-$65.0K2026-10-19
Milestone Asset Management, LLC
DECREASED2,7282,853-125-4%$691.7K$565.3K-$126.4K2026-10-15
Washington Growth Strategies LLC
DECREASED2,7112,816-105-4%$682.7K$561.7K-$121.0K2026-10-19
Midwest Financial Network, LLC
DECREASED2,7045,671-2,967-52%$1.4M$560.2K-$814.5K2026-10-13
TritonPoint Partners, LLC
NEW2,698—+2,698——$559.0K—2026-11-05
SeaBridge Investment Advisors LLC
DECREASED2,6952,749-54-2%$666.4K$558.4K-$108.1K2026-11-02
EverSource Wealth Advisors, LLC
DECREASED2,6742,676-20%$648.8K$553.9K-$94.9K2026-11-04
Crestwood Advisors Group, LLC
INCREASED2,6672,358+309+13%$571.6K$552.5K-$19.1K2026-10-27
Redhawk Wealth Advisors, Inc.
INCREASED2,6312,621+10+0%$635.3K$545.0K-$90.2K2026-10-14
Integrated Advisors Network LLC
DECREASED2,6202,644-24-1%$641.0K$542.8K-$98.2K2026-10-20
First Heartland Consultants, Inc.
INCREASED2,6192,582+37+1%$625.9K$542.6K-$83.3K2026-10-08
Belvedere Trading LLC
DECREASED2,6043,609-1,005-28%$874.9K$539.5K-$335.4K2026-11-05
Yankcom Partnership
UNCHANGED2,6002,60000%$630.3K$538.7K-$91.6K2026-10-15
XML Financial, LLC
NEW2,584—+2,584——$535.3K—2026-10-29
Summit Investment Advisors, Inc.\KS
DECREASED2,5652,590-25-1%$627.9K$531.4K-$96.5K2026-11-05
MinichMacGregor Wealth Management, LLC
DECREASED2,54968,882-66,333-96%$16.7M$528.1K-$16.2M2026-10-14
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED2,5342,216+318+14%$537.3K$525.2K-$12.1K2026-10-14
Merrion Investment Management Co, LLC
UNCHANGED2,5002,50000%$606.1K$518.0K-$88.1K2026-10-16
Plan Group Financial, LLC
INCREASED2,4782,414+64+3%$585.3K$510.9K-$74.3K2026-10-22
Krilogy Financial LLC
DECREASED2,4333,034-601-20%$735.5K$501.3K-$234.2K2026-10-13
CGN Advisors LLC
INCREASED2,4122,406+6+0%$583.3K$499.7K-$83.5K2026-10-21
Private Client Services, LLC
UNCHANGED2,3892,38900%$579.0K$494.9K-$84.2K2026-10-02
HB Wealth Management, LLC
DECREASED2,3502,573-223-9%$623.9K$486.8K-$137.1K2026-10-23
Poehling Capital Management, Inc.
UNCHANGED2,3502,35000%$569.7K$486.9K-$82.8K2026-10-20
Winthrop Advisory Group LLC
DECREASED2,3402,518-178-7%$610.4K$484.8K-$125.5K2026-10-22
One Wealth Capital Management, LLC
DECREASED2,3382,782-444-16%$674.4K$484.4K-$190.0K2026-10-23
Means Investment Co., Inc.
UNCHANGED2,3042,30400%$558.4K$477.3K-$81.1K2026-11-03
Lewis Asset Management, LLC
INCREASED2,2762,275+1+0%$551.6K$471.6K-$80.0K2026-10-14
Narwhal Capital Management
UNCHANGED2,2602,26000%$547.9K$468.2K-$79.6K2026-11-04
City Holding Co
DECREASED2,2502,280-30-1%$552.7K$466.2K-$86.6K2026-10-19
AdvisorNet Financial, Inc
UNCHANGED2,2402,24000%$543.0K$457.5K-$85.5K2026-10-15
Grantvest Financial Group LLC
DECREASED2,2292,395-166-7%$580.6K$461.8K-$118.8K2026-10-21
Simplicity Wealth,LLC
DECREASED2,2262,266-40-2%$549.3K$461.1K-$88.2K2026-10-23
Retirement Wealth Solutions LLC
DECREASED2,2193,662-1,443-39%$887.7K$459.7K-$428.0K2026-10-07
Centerpoint Advisory Group
UNCHANGED2,2102,21000%$535.7K$457.9K-$77.9K2026-10-23
Beacon Investment Advisory Services, Inc.
UNCHANGED2,2062,20600%$534.8K$457.0K-$77.7K2026-10-13
Blue Trust, Inc.
INCREASED2,1911,563+628+40%$378.9K$453.9K+$75.0K2026-10-15
Briaud Financial Planning Inc
UNCHANGED2,1492,14900%$521.0K$445.2K-$75.7K2026-10-20
Eagle Strategies LLC
DECREASED2,1392,143-40%$519.6K$443.1K-$76.5K2026-10-16
Daymark Wealth Partners, LLC
INCREASED2,0881,550+538+35%$375.8K$432.6K+$56.8K2026-11-04
Karnit Road Accident Victims Compensation Fund
UNCHANGED2,0802,08000%$504.2K$430.9K-$73.3K2026-11-04
Cadinha & Co LLC
DECREASED2,07932,693-30,614-94%$7.9M$430.7K-$7.5M2026-10-22
First Security Investment Management, Inc.
DECREASED2,0792,187-108-5%$530.2K$430.7K-$99.5K2026-11-05
ARS Investment Partners, LLC
DECREASED2,0702,084-14-1%$505.2K$428.9K-$76.3K2026-11-05
Ifrah Financial Services, Inc.
DECREASED2,0412,073-32-2%$502.6K$422.8K-$79.7K2026-10-13
RFG Advisory, LLC
INCREASED2,0271,698+329+19%$411.6K$419.9K+$8.2K2026-11-03
Griffin Asset Management, Inc.
INCREASED2,0252,018+7+0%$489.2K$419.5K-$69.7K2026-10-22
Pinnacle Wealth Management Advisory Group, LLC
INCREASED2,0241,834+190+10%$444.5K$419.3K-$25.3K2026-10-23
True Private Wealth Advisors
INCREASED2,0231,166+857+74%$282.6K$419.2K+$136.6K2026-10-19
SAX Wealth Advisors, LLC
INCREASED2,0051,665+340+20%$364.2K$415.4K+$51.2K2026-10-13
Compagnie Lombard Odier SCmA
UNCHANGED2,0002,00000%$485.7K$414.2K-$71.5K2026-11-04
Third View Private Wealth, LLC
UNCHANGED2,0002,00000%$484.8K$414.4K-$70.5K2026-10-30
Mayfair Advisory Group, LLC
INCREASED1,9951,830+165+9%$439.5K$413.4K-$26.1K2026-10-20
Investment Partners Asset Management, Inc.
UNCHANGED1,9831,98300%$480.7K$410.8K-$69.9K2026-10-09
VestGen Advisors, LLC
DECREASED1,97819,532-17,554-90%$4.7M$409.7K-$4.3M2026-10-27
Lpwm LLC
UNCHANGED1,9671,96700%$476.7K$407.4K-$69.3K2026-10-20
Wealth Management Partners, LLC
UNCHANGED1,9661,96600%$476.6K$407.3K-$69.3K2026-10-21
Koshinski Asset Management, Inc.
INCREASED1,9561,857+99+5%$450.1K$405.2K-$44.9K2026-10-29
CoreCap Advisors, LLC
INCREASED1,9371,909+28+1%$462.8K$401.3K-$61.5K2026-10-08
Juno Financial Group LLC
INCREASED1,9181,917+1+0%$464.7K$397.3K-$67.4K2026-10-27
Harbor Investment Advisory, LLC
UNCHANGED1,9151,91500%$464.2K$396.8K-$67.5K2026-10-13
Wespac Advisors, LLC
UNCHANGED1,9011,90100%$460.8K$393.8K-$67.0K2026-10-26
Tsfg, LLC
DECREASED1,89832,979-31,081-94%$8.0M$393-$8.0M2026-10-23
Heritage Investment Group, Inc.
UNCHANGED1,8811,88100%$455.9K$389.6K-$66.3K2026-11-03
Meridian Wealth Management, LLC
INCREASED1,8771,698+179+11%$411.7K$388.9K-$22.9K2026-11-05
Xcel Wealth Management, LLC
DECREASED1,8751,880-50%$455.8K$388.5K-$67.3K2026-10-26
Planning Strategies Inc.
INCREASED1,8731,250+623+50%$303.0K$388.0K+$85.0K2026-10-02
Titleist Asset Management, LLC
INCREASED1,8701,769+101+6%$428.9K$387.4K-$41.6K2026-10-08
RMR Capital Management, LLC
UNCHANGED1,8601,86000%$450.9K$385.4K-$65.5K2026-10-23
Guyasuta Investment Advisors Inc
UNCHANGED1,8501,85000%$448.5K$383.3K-$65.2K2026-10-15
Carlson Financial, Inc.
DECREASED1,8401,882-42-2%$455.8K$381.3K-$74.5K2026-11-05
Journey Advisory Group, LLC
INCREASED1,8371,650+187+11%$400.0K$380.6K-$19.4K2026-11-04
Winebrenner Capital Management LLC
DECREASED1,8221,881-59-3%$456.0K$377.4K-$78.6K2026-10-07
ProCore Advisors, LLC
INCREASED1,8211,769+52+3%$429.0K$377.4K-$51.6K2026-10-14
Perigon Wealth Management, LLC
DECREASED1,7992,402-603-25%$582.3K$372.6K-$209.7K2026-10-22
HCR Wealth Advisors
UNCHANGED1,7991,79900%$436.1K$372.7K-$63.4K2026-10-15
Investment Management Trust, LLC
DECREASED1,7942,026-232-11%$491.2K$371.7K-$119.5K2026-11-05
Fiduciary Alliance LLC
DECREASED1,7881,830-42-2%$443.6K$370.5K-$73.1K2026-10-13
Aurora Private Wealth, Inc.
INCREASED1,7861,785+1+0%$433.0K$370-$432.6K2026-10-20
Atlatl Advisers LLC
UNCHANGED1,7721,77200%$429.6K$367.1K-$62.4K2026-10-22
Legacy Advisory Services, LLC
NEW1,765—+1,765——$365.7K—2026-10-20
LFA - Lugano Financial Advisors SA
INCREASED1,7531,437+316+22%$348.4K$363.2K+$14.8K2026-11-03
Tepp RIA, LLC
DECREASED1,7341,799-65-4%$436.2K$359.3K-$76.9K2026-10-14
Burns Matteson Capital Management, LLC
DECREASED1,7231,781-58-3%$431.7K$356.9K-$74.8K2026-10-16
Wealth Management Nebraska
INCREASED1,6841,551+133+9%$376.0K$349.1K-$26.9K2026-10-26
TCI Wealth Advisors, Inc.
INCREASED1,6691,668+1+0%$404.5K$345.7K-$58.8K2026-10-30
Badgley Phelps Wealth Managers, LLC
INCREASED1,6621,644+18+1%$398.5K$344.3K-$54.2K2026-10-22
Anson Capital, Inc.
DECREASED1,6551,658-30%$402.0K$342.9K-$59.1K2026-10-23
Consolidated Capital Management, LLC
DECREASED1,5791,588-9-1%$385.0K$327.1K-$57.8K2026-10-13
HUB Investment Partners, LLC
DECREASED1,5671,587-20-1%$384.8K$324.7K-$60.0K2026-11-03
Mesirow Financial Investment Management, Inc.
DECREASED1,5651,590-25-2%$385.5K$324.3K-$61.2K2026-11-05
Stackstone Wealth, LLC
NEW1,558—+1,558——$322.8K—2026-10-19
Cypress Wealth Services, LLC
DECREASED1,5572,313-756-33%$560.7K$324.3K-$236.5K2026-10-21
Tcfg Investment Advisors, LLC
DECREASED1,5511,601-50-3%$388.1K$321.3K-$66.8K2026-10-20
Advantage Trust Co
INCREASED1,5401,490+50+3%$361.2K$319.1K-$42.1K2026-10-19
Weaver Consulting Group
UNCHANGED1,5321,53200%$371.4K$317.4K-$54.0K2026-10-07
Carter Financial Group, Inc.
INCREASED1,5171,516+1+0%$367.4K$314.4K-$53.0K2026-10-21
Ironwood Financial, llc
INCREASED1,5141,503+11+1%$353.4K$313.6K-$39.8K2026-10-20
Verity Asset Management, Inc.
DECREASED1,5041,654-150-9%$400.3K$311.3K-$89.0K2026-10-30
Tactive Advisors, LLC
DECREASED1,5001,550-50-3%$375.8K$310.8K-$65.0K2026-10-08
Gruss & Co., LLC
UNCHANGED1,5001,50000%$363.6K$310.8K-$52.9K2026-11-02
Segment Wealth Management, LLC
UNCHANGED1,5001,50000%$363.6K$310.8K-$52.9K2026-10-26
Rockland Trust Co
UNCHANGED1,4931,49300%$361.9K$309.3K-$52.6K2026-10-05
Signal Advisors Wealth, LLC
NEW1,491—+1,491——$308.9K—2026-10-13
Heritage Wealth Management, Inc.
UNCHANGED1,4901,49000%$361.2K$308.7K-$52.5K2026-10-28
High Net Worth Advisory Group LLC
INCREASED1,4881,486+2+0%$360.5K$308.3K-$52.2K2026-10-26
Centurion Wealth Management LLC
DECREASED1,4803,109-1,629-52%$753.6K$306.6K-$447.0K2026-10-13
Platt Wealth Management LLC
UNCHANGED1,4501,45000%$351.0K$300.0K-$51.0K2026-11-04
Platform Technology Partners
UNCHANGED1,4441,44400%$350.1K$299.2K-$50.9K2026-11-02
Elevate Wealth Advisory, Inc
INCREASED1,4381,437+1+0%$348.4K$297.9K-$50.4K2026-10-29
Fulton Breakefield Broenniman LLC
UNCHANGED1,4251,42500%$345.4K$295.2K-$50.2K2026-11-03
Zullo Investment Group, Inc.
INCREASED1,4081,255+153+12%$304.5K$291.8K-$12.7K2026-10-20
Visionary Wealth Advisors
INCREASED1,4021,133+269+24%$274.6K$290.6K+$16.0K2026-11-04
Leeward Financial Partners, LLC
UNCHANGED1,4011,40100%$339.6K$290.3K-$49.4K2026-10-23
Ramsay, Stattman, Vela & Price, Inc.
UNCHANGED1,4001,40000%$339.4K$290.1K-$49.3K2026-10-19
Endeavor Private Wealth, Inc.
DECREASED1,3921,524-132-9%$369.5K$288.6K-$80.9K2026-11-05
Fairvoy Private Wealth, LLC
INCREASED1,3821,108+274+25%$268.6K$286.3K+$17.7K2026-10-19
Relyea Zuckerberg Hanson LLC
NEW1,370—+1,370——$283.8K—2026-10-20
Highline Wealth Partners LLC
INCREASED1,356920+436+47%$223.0K$280.9K+$57.9K2026-10-19
M Holdings Securities, Inc.
NEW1,355—+1,355——$291—2026-11-03
Kingdom Financial Group Llc.
DECREASED1,3552,386-1,031-43%$578.5K$280.7K-$297.8K2026-11-04
BankChampaign, National Association
DECREASED1,3551,385-30-2%$335.8K$280.7K-$55.0K2026-10-19
Wingate Wealth Advisors, Inc.
INCREASED1,3471,346+1+0%$326.4K$279.2K-$47.2K2026-10-26
PCG Asset Management, LLC
NEW1,337—+1,337——$277.0K—2026-11-05
Milestone Asset Management Group, LLC
INCREASED1,3371,336+1+0%$323.9K$277.0K-$46.9K2026-10-20
Rockport Wealth LLC
UNCHANGED1,3371,33700%$324.1K$277.0K-$47.1K2026-11-03
1900 Wealth Management LLC
UNCHANGED1,3311,33100%$322.7K$275.8K-$46.9K2026-10-13
Global View Capital Management LLC
DECREASED1,3284,464-3,136-70%$1.1M$275.1K-$807.0K2026-10-28
TrueWealth Advisors, LLC
DECREASED1,3271,353-26-2%$327.9K$274.9K-$53.1K2026-10-09
Sentinel Pension Advisors, LLC
DECREASED1,3231,329-60%$306.6K$274.0K-$32.6K2026-11-02
Alterna Wealth Management, Inc
UNCHANGED1,3231,32300%$320.7K$274.1K-$46.6K2026-10-27
SBI Securities Co., Ltd.
INCREASED1,3191,307+12+1%$316.8K$273.3K-$43.6K2026-10-22
Keeler Thomas Management LLC
NEW1,300—+1,300——$269.4K—2026-10-29
Biltmore Family Office, LLC
UNCHANGED1,2991,29900%$314.9K$269.1K-$45.8K2026-11-03
Modera Wealth Management, LLC
INCREASED1,2871,248+39+3%$302.5K$266.6K-$35.9K2026-10-28
Ballew Advisors, Inc
UNCHANGED1,2751,27500%$316.4K$264.9K-$51.5K2026-10-05
Hill Island Financial LLC
NEW1,274—+1,274——$263.9K—2026-10-20
Quantum Financial Partners LLC
INCREASED1,2671,201+66+6%$291.0K$262.4K-$28.6K2026-10-19
Matauro, LLC
DECREASED1,2651,405-140-10%$340.6K$262.2K-$78.5K2026-11-03
Verum Partners LLC
INCREASED1,2631,107+156+14%$268.5K$261.7K-$6.8K2026-10-21
Rinkey Investments
DECREASED1,2621,412-150-11%$342.3K$261.5K-$80.8K2026-10-28
Cornerstone Planning Group LLC
INCREASED1,2551,175+80+7%$271.7K$259.3K-$12.4K2026-10-16
Quadrant Private Wealth Management, LLC
NEW1,240—+1,240——$256.9K—2026-11-04
Quadrant Capital Group LLC
UNCHANGED1,2391,23900%$300.4K$252.8K-$47.6K2026-10-20
Gallagher Capital Advisors, LLC
INCREASED1,2341,233+1+0%$298.8K$255.7K-$43.1K2026-10-09
Golden State Wealth Management, LLC
DECREASED1,2301,417-187-13%$343.7K$254.8K-$88.8K2026-11-02
First National Trust Co
INCREASED1,2291,098+131+12%$266.2K$254.6K-$11.6K2026-10-28
IPG Investment Advisors LLC
DECREASED1,2251,368-143-10%$331.6K$253.8K-$77.8K2026-10-30
Simon Quick Advisors, LLC
UNCHANGED1,2221,22200%$296.2K$253.2K-$43.1K2026-10-26
Sard Wealth Management Group, LLC
INCREASED1,2211,220+1+0%$295.7K$253.0K-$42.7K2026-10-16
Wealth Effects LLC
INCREASED1,216861+355+41%$208.7K$251.9K+$43.2K2026-10-23
Forza Wealth Management, LLC
UNCHANGED1,2101,21000%$293.3K$250.7K-$42.6K2026-10-20
Wealthcare Capital Partners, LLC
DECREASED1,2021,221-19-2%$295.9K$249.0K-$46.9K2026-10-21
Everest Financial Group LLC
NEW1,200—+1,200——$248.5K—2026-11-06
Eagle Global Advisors LLC
UNCHANGED1,2001,20000%$290.9K$248.6K-$42.3K2026-11-02
Ashton Thomas Securities, LLC
NEW1,194—+1,194——$247.4K—2026-10-26
Horizon Wealth Management, LLC
UNCHANGED1,1901,19000%$288.4K$246.5K-$41.9K2026-11-02
Value Investment Professionals, LLC
INCREASED1,1891,188+1+0%$288.0K$246.3K-$41.6K2026-10-13
SFG Wealth Management, Llc.
UNCHANGED1,1791,17900%$285.8K$244.3K-$41.5K2026-10-23
Moneco Advisors, LLC
DECREASED1,1721,252-80-6%$303.4K$242.7K-$60.7K2026-11-05
Strategic Blueprint, LLC
DECREASED1,1561,529-373-24%$370.5K$239.4K-$131.1K2026-10-22
Y.D. More Investments Ltd
DECREASED1,1461,376-230-17%$332.1K$236.4K-$95.7K2026-11-02
Cahaba Wealth Management, Inc.
INCREASED1,1331,132+1+0%$274.4K$234.8K-$39.6K2026-10-26
Caliber Wealth Management, LLC / KS
INCREASED1,1141,050+64+6%$254.5K$230.8K-$23.7K2026-11-04
Montecito Bank & Trust
UNCHANGED1,0991,09900%$266.4K$227.7K-$38.7K2026-10-01
CFS Investment Advisory Services, LLC
INCREASED1,0981,096+2+0%$272.1K$228.6K-$43.5K2026-10-19
Werba Rubin Papier Wealth Management
INCREASED1,0941,093+1+0%$264.9K$226.7K-$38.2K2026-11-06
Saxony Capital Management, LLC
INCREASED1,0791,012+67+7%$245.4K$223.6K-$21.8K2026-10-15
Maltin Wealth Management, Inc.
INCREASED1,0741,054+20+2%$255.6K$222.5K-$33.1K2026-10-13
Investment Planning Advisors, Inc.
INCREASED1,0551,054+1+0%$255.5K$218.5K-$37.0K2026-10-14
Herold Advisors, Inc.
DECREASED1,0471,112-65-6%$268.0K$216.9K-$51.1K2026-10-19
Retirement Planning Group, LLC
INCREASED1,034950+84+9%$230.4K$214.3K-$16.1K2026-10-19
Polaris Investment Advisors, LLC
DECREASED1,0311,418-387-27%$343.8K$213.6K-$130.1K2026-10-20
PKS Advisory Services, LLC
UNCHANGED1,0311,03100%$250.0K$250.0K$02026-10-26
Guerra PAN Advisors, LLC
UNCHANGED1,0301,03000%$249.7K$214.0K-$35.7K2026-10-26
Stevens Capital Partners
DECREASED1,0271,239-212-17%$300.3K$212.8K-$87.5K2026-10-29
USAdvisors Wealth Management, LLC
INCREASED1,0191,018+1+0%$246.0K$211-$245.8K2026-10-21
Kestra Investment Management, LLC
DECREASED1,0171,406-389-28%$341.0K$210.7K-$130.3K2026-11-04
Ascent Group, LLC
DECREASED1,0131,017-40%$246.5K$209.9K-$36.7K2026-10-30
City State Bank
INCREASED1,009940+69+7%$227.9K$209.0K-$18.8K2026-10-20
Mainstream Capital Management LLC
NEW1,005—+1,005——$208.2K—2026-10-23
Sanchez Gaunt Capital Management, LLC
UNCHANGED99799700%$241.7K$206.6K-$35.1K2026-11-03
Advocate Investing Services LLC
DECREASED9901,180-190-16%$286.0K$205.2K-$80.9K2026-10-26
Integrity Advisory Solutions, LLC
NEW984—+984——$204.0K—2026-10-29
Wespac Advisors SoCal, LLC
DECREASED983992-9-1%$240.5K$203.7K-$36.8K2026-10-13
LexAurum Advisors, LLC
DECREASED9791,037-58-6%$251.4K$202.9K-$48.5K2026-10-19
Axxcess Wealth Management, LLC
DECREASED97410,553-9,579-91%$2.6M$201.9K-$2.4M2026-10-21
Facet Wealth, Inc.
NEW972—+972——$201.4K—2026-11-04
PUREfi Wealth, LLC
DECREASED9691,085-116-11%$263.0K$200.8K-$62.3K2026-10-19
Lanark Financial, Inc.
UNCHANGED96296200%$233.2K$199.3K-$33.9K2026-10-26
Nfsg Corp
DECREASED908962-54-6%$233.3K$188.1K-$45.2K2026-10-15
Trust Co of Vermont
UNCHANGED89389300%$216.5K$185.0K-$31.5K2026-10-21
Manchester Capital Management LLC
UNCHANGED86086000%$208.5K$178.2K-$30.3K2026-10-22
Barnes Dennig Private Wealth Management LLC
UNCHANGED83183100%$201.5K$172.2K-$29.3K2026-10-30
MB, Levis & Associates, LLC
DECREASED798802-40%$194.5K$165.4K-$29.1K2026-10-16
Viewpoint Investment Partners Corp
UNCHANGED77577500%$246.4K$210.9K-$35.6K2026-10-26
Buck Wealth Strategies, LLC
INCREASED733423+310+73%$102.6K$151.8K+$49.2K2026-10-28
Mather Group, Llc.
DECREASED721837-116-14%$202.9K$149.4K-$53.5K2026-10-14
Chung Wu Investment Group, LLC
DECREASED720970-250-26%$235.1K$149.2K-$86.0K2026-11-03
Acropolis Investment Management, LLC
UNCHANGED72072000%$174.5K$149.2K-$25.4K2026-10-08
Signaturefd, LLC
DECREASED702796-94-12%$193.0K$145.4K-$47.6K2026-10-23
Coastline Trust Co
UNCHANGED70070000%$169.7K$145.0K-$24.7K2026-10-01
Wagner Wealth Management, LLC
INCREASED690659+31+5%$159.7K$143.0K-$16.6K2026-10-21
North Star Investment Management Corp.
UNCHANGED66266200%$160.4K$137.1K-$23.3K2026-10-27
Central Pacific Bank - Trust Division
UNCHANGED65665600%$159.0K$135.9K-$23.1K2026-10-06
Global Trust Asset Management, LLC
DECREASED630780-150-19%$189.1K$130.6K-$58.5K2026-10-19
Financial Perspectives, Inc
UNCHANGED61161100%$148.1K$126.6K-$21.5K2026-11-03
Bulwark Capital Corp
UNCHANGED60760700%$147.1K$125.8K-$21.4K2026-10-13
Clark Wealth Partners
INCREASED606398+208+52%$96.4K$125.5K+$29.2K2026-10-19
Brown, Lisle Ings, Inc.
INCREASED585560+25+4%$135.8K$121.2K-$14.6K2026-10-16
Evermay Wealth Management LLC
UNCHANGED58258200%$141.1K$120.6K-$20.5K2026-11-05
Guardian Partners Inc.
UNCHANGED55555500%$134.5K$115.0K-$19.6K2026-10-21
Activest Wealth Management
UNCHANGED54454400%$131.9K$112.7K-$19.2K2026-10-15
Compass Financial Management LLC
DECREASED543692-149-22%$167.8K$112.6K-$55.3K2026-10-30
Mascoma Wealth Management LLC
UNCHANGED54254200%$131.4K$112.3K-$19.1K2026-10-23
GK Wealth Management LLC
NEW518—+518——$107.4K—2026-10-09
Godsey & Gibb, Inc
UNCHANGED51051000%$123.6K$105.7K-$18.0K2026-10-14
Parkside Financial Bank & Trust
UNCHANGED50050000%$121.2K$103.6K-$17.6K2026-10-27
Valley National Advisers Inc
UNCHANGED48148100%$116.7K$99.7K-$17.0K2026-10-23
Cassaday & Co Wealth Management LLC
DECREASED458466-8-2%$113.0K$94.9K-$18.1K2026-10-27
Armstrong Advisory Group, Inc
INCREASED446440+6+1%$106.8K$92.3K-$14.5K2026-10-09
Private Wealth Management Group, LLC
NEW435—+435——$90.1K—2026-10-19
Costello Asset Management, Inc
INCREASED430421+9+2%$102.0K$89.1K-$13.0K2026-10-30
Next Level Wealth Planning, LLC
NEW428—+428——$88.6K—2026-10-29
Hughes Financial Services, LLC
UNCHANGED38538500%$93.3K$82.5K-$10.8K2026-10-30
First Horizon Corp
UNCHANGED37737700%$91.4K$78.1K-$13.3K2026-10-26
Balance Wealth Partners LLC
NEW367—+367——$76.0K—2026-10-27
Key FInancial Inc
UNCHANGED36036000%$87.3K$74.6K-$12.7K2026-11-02
Murphy & Mullick Capital Management Corp
UNCHANGED35635600%$86.3K$73.8K-$12.5K2026-11-02
Harbor Asset Planning, Inc.
INCREASED355272+83+31%$65.8K$73.5K+$7.7K2026-10-23
Oakworth Capital, Inc.
UNCHANGED35035000%$85.4K$72.5K-$12.8K2026-10-26
Larson Financial Group LLC
INCREASED34573+272+373%$17.7K$71.5K+$53.8K2026-11-05
Silver Grove Financial Group, Inc.
INCREASED32781+246+304%$19.6K$67.7K+$48.1K2026-11-05
Blue Bell Private Wealth Management, LLC
INCREASED323123+200+163%$29.8K$66.9K+$37.1K2026-10-29
J.Safra Asset Management Corp
UNCHANGED30330300%$73.5K$62.8K-$10.7K2026-11-03
Avion Wealth
INCREASED299275+24+9%$66.0K$61-$65.9K2026-11-04
Dynamic Wealth Strategies, LLC
INCREASED295285+10+4%$69.1K$61.1K-$8.0K2026-10-16
Markowski Investments
UNCHANGED28028000%$67.9K$58.0K-$9.9K2026-10-30
Redwood Park Advisors LLC
UNCHANGED27727700%$67.1K$57.4K-$9.7K2026-11-02
Cedar Mountain Advisors, LLC
UNCHANGED27027000%$65.4K$56.0K-$9.4K2026-10-15
Reap Financial Group, LLC
UNCHANGED26826800%$65.0K$55.5K-$9.4K2026-11-02
Adirondack Trust Co
UNCHANGED26626600%$64.5K$55.1K-$9.4K2026-10-14
Abound Wealth Management
INCREASED258238+20+8%$57.8K$53.5K-$4.3K2026-10-26
DT Investment Partners, LLC
INCREASED257255+2+1%$61.8K$53.2K-$8.6K2026-10-27
WPG Advisers, LLC
UNCHANGED25525500%$61.8K$52.8K-$9.0K2026-10-27
Community Financial Services Group, LLC
UNCHANGED25025000%$61.0K$52.0K-$9.0K2026-10-15
Glass Jacobson Investment Advisors llc
INCREASED249176+73+41%$42.8K$51.5K+$8.7K2026-10-26
Concord Wealth Partners
UNCHANGED24824800%$60.0K$51.4K-$8.7K2026-11-02
Horizons Wealth Management
NEW247—+247——$51.2K—2026-10-05
Dhjj Financial Advisors, Ltd.
UNCHANGED24724700%$60.0K$51.3K-$8.7K2026-10-23
DecisionPoint Financial, LLC
NEW241—+241——$50.1K—2026-10-27
Downshift Financial, LLC
INCREASED229226+3+1%$54.8K$47.4K-$7.3K2026-10-13
Latitude Advisors, LLC
NEW219—+219——$45.4K—2026-10-27
Lodestone Wealth Management LLC
UNCHANGED21421400%$51.9K$44.4K-$7.5K2026-10-14
Cherry Tree Wealth Management, LLC
UNCHANGED21221200%$51.4K$43.9K-$7.5K2026-10-15
James T. Borello RIA
UNCHANGED20920900%$50.7K$43.3K-$7.4K2026-10-16
Bangor Savings Bank
UNCHANGED20420400%$49.5K$42.3K-$7.2K2026-10-06
Rossmore Private Capital
NEW200—+200——$41.4K—2026-10-27
Fortitude Family Office, LLC
UNCHANGED20020000%$48.5K$41.4K-$7.0K2026-10-14
Physician Wealth Advisors, Inc.
INCREASED191120+71+59%$29.1K$39.6K+$10.5K2026-10-20
PFS Partners, LLC
UNCHANGED19119100%$46.2K$39.5K-$6.7K2026-10-21
Hager Investment Management Services, LLC
DECREASED181195-14-7%$47.3K$37.5K-$9.8K2026-11-04
Key Capital Management, Inc
UNCHANGED18018000%$43.6K$37.3K-$6.3K2026-11-03
Signature Resources Capital Management, LLC
INCREASED179175+4+2%$42.4K$37.1K-$5.3K2026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED1751,205-1,030-85%$292.3K$36.3K-$256.0K2026-10-14
Rossby Financial, LCC
INCREASED16416+148+925%$3.9K$34.0K+$30.1K2026-11-05
Wolff Wiese Magana LLC
UNCHANGED16416400%$39.8K$34.0K-$5.8K2026-10-15
Atlantic Edge Private Wealth Management, LLC
INCREASED163135+28+21%$32.7K$33.8K+$1.0K2026-10-20
Triumph Capital Management
UNCHANGED16216200%$39.3K$33.6K-$5.7K2026-10-14
Pflug Koory, LLC
UNCHANGED16016000%$38.8K$33.1K-$5.6K2026-10-26
JFS Wealth Advisors, LLC
DECREASED156441-285-65%$107.0K$32.3K-$74.7K2026-11-03
Networth Advisors, LLC
UNCHANGED15615600%$37.8K$32.4K-$5.5K2026-11-03
Bokf, NA
UNCHANGED15015000%$36.4K$31.1K-$5.3K2026-10-27
SYM Financial Corp
UNCHANGED15015000%$36.4K$31.1K-$5.3K2026-10-26
GHP Investment Advisors, Inc.
UNCHANGED14214200%$34.5K$29.5K-$5.0K2026-10-15
SRH Advisors, LLC
UNCHANGED14214200%$34.4K$29.4K-$5.0K2026-10-22
Financial Consulate, Inc
UNCHANGED13213200%$32.0K$27.4K-$4.6K2026-10-23
Root Financial Partners, LLC
NEW131—+131——$27.1K—2026-10-21
Proathlete Wealth Management LLC
NEW130—+130——$26.9K—2026-10-15
Nova Financial LLC
NEW125—+125——$25.9K—2026-11-04
Indiana Trust & Investment Management Co
UNCHANGED12512500%$30.3K$25.9K-$4.4K2026-10-22
Fairscale Capital, LLC
UNCHANGED12312300%$29.8K$25.8K-$4.0K2026-11-04
Vermillion Wealth Management, Inc.
DECREASED1101,802-1,692-94%$436.9K$22.9K-$414.0K2026-10-26
MassMutual Private Wealth & Trust, FSB
UNCHANGED10010000%$24.2K$20.7K-$3.5K2026-10-05
NBT Bank, N.A.
UNCHANGED10010000%$24.2K$20.7K-$3.5K2026-10-21
Evolution Wealth Management Inc.
INCREASED9910+89+890%$2.4K$20.5K+$18.1K2026-10-28
Nvest Wealth Strategies, Inc.
UNCHANGED979700%$23.5K$20.1K-$3.4K2026-10-14
Team Financial Group, LLC
NEW93—+93——$19.2K—2026-10-30
Jacobi Capital Management LLC
NEW81—+81——$16.8K—2026-11-05
Raleigh Capital Management Inc.
INCREASED7838+40+105%$9.1K$16.2K+$7.0K2026-10-28
Quest 10 Wealth Builders, Inc.
INCREASED7452+22+42%$12.6K$15.3K+$2.7K2026-11-02
Rosenberg Matthew Hamilton
UNCHANGED727200%$17.5K$14.9K-$2.5K2026-10-05
Madden Securities Corp
NEW70—+70——$14.5K—2026-10-27
Signature Equity Partners, LLC
INCREASED6810+58+580%$2.4K$14.1K+$11.7K2026-10-29
Rakuten Securities, Inc.
DECREASED65102-37-36%$24.7K$13.5K-$11.3K2026-11-02
Byrne Asset Management LLC
UNCHANGED606000%$14.6K$12.5K-$2.0K2026-10-06
Jnba Financial Advisors
NEW59—+59——$12.2K—2026-11-03
Pittenger & Anderson Inc
UNCHANGED525200%$12.6K$10.8K-$1.8K2026-11-02
Quaker Wealth Management, LLC
NEW50—+50——$10.4K—2026-10-22
Livelsberger Financial Advisory
NEW50—+50——$10.4K—2026-10-28
Trust Co
UNCHANGED505000%$12.1K$10.4K-$1.8K2026-10-09
Plante Moran Financial Advisors, LLC
UNCHANGED505000%$12.1K$10.4K-$1.8K2026-11-04
Princeton Global Asset Management LLC
UNCHANGED505000%$12.1K$10.4K-$1.8K2026-10-21
Hazlett, Burt & Watson, Inc.
DECREASED4959-10-17%$14$10-$42026-11-04
Hanson & Doremus Investment Management
UNCHANGED494900%$12$10-$22026-10-16
Central Trust Co
UNCHANGED484800%$11.6K$9.9K-$1.7K2026-11-05
Moisand Fitzgerald Tamayo, LLC
UNCHANGED484800%$11.6K$9.9K-$1.7K2026-10-15
Duncker Streett & Co Inc
UNCHANGED464600%$11.2K$9.5K-$1.6K2026-10-27
Frankly Finances, LLC
NEW45—+45——$9.3K—2026-10-28
High Note Wealth, LLC
UNCHANGED454500%$10.9K$9.3K-$1.6K2026-10-27
Cape Investment Advisory, Inc.
INCREASED4427+17+63%$6.5K$9.1K+$2.6K2026-10-13
Portfolio Resources Advisor Group, Inc.
INCREASED4234+8+24%$8.2K$8.7K+$4602026-10-20
NBH Bank
UNCHANGED424200%$10.2K$8.7K-$1.5K2026-11-05
St. Johns Investment Management Company, LLC
UNCHANGED353500%$8.5K$7.3K-$1.2K2026-10-30
Montgomery Financial Services LLC
INCREASED3230+2+7%$7.3K$6.6K-$6432026-11-03
Creative Financial Designs Inc
UNCHANGED282800%$6.7K$5.8K-$9712026-11-04
Hilton Head Capital Partners, LLC
DECREASED2540-15-37%$9.7K$5.2K-$4.5K2026-10-23
Essential Partners LLC
NEW23—+23——$4.8K—2026-10-14
Smallwood Wealth Investment Management, LLC
UNCHANGED222200%$5.3K$4.6K-$7762026-10-30
Pacific Center for Financial Services
UNCHANGED212100%$5.1K$4.4K-$7402026-10-15
Keystone Financial Group, Inc.
UNCHANGED191900%$4.7K$4.0K-$6722026-10-13
Nemes Rush Group LLC
UNCHANGED181800%$4.4K$3.7K-$6352026-11-04
Trust Co of Toledo NA
UNCHANGED151500%$3.6K$3.1K-$5282026-10-16
Creative Capital Management Investments LLC
NEW12—+12——$2.5K—2026-10-28
High Point Wealth Management, LLC
NEW10—+10——$2.1K—2026-11-05
American Capital Advisory, LLC
UNCHANGED101000%$2.4K$2.1K-$3502026-10-28
MTM Investment Management, LLC
UNCHANGED101000%$2.4K$2.1K-$3522026-10-30
Elevated Capital Advisors, LLC
UNCHANGED8800%$1.9K$1.7K-$2822026-11-04
Wealth Enhancement Trust Services, Inc.
UNCHANGED6600%$1.5K$1.2K-$2122026-10-07
Sage Mountain Advisors LLC
UNCHANGED5500%$1.2K$1.0K-$1762026-11-02
United Community Bank
NEW4—+4——$829—2026-10-28
Barrett & Company, Inc.
UNCHANGED3300%$728$623-$1052026-10-22
Ascentis Wealth Management, LLC
NEW2—+2——$414—2026-11-03
Vestor Capital, LLC
CLOSED0191,220-191,220-100%$17.3K$0-$17.3K2026-11-04
Trek Financial, LLC
CLOSED034,330-34,330-100%$8.3M$0-$8.3M2026-10-29
Monument Capital Management
CLOSED022,661-22,661-100%$5.5M$0-$5.5M2026-10-09
Surience Private Wealth LLC
CLOSED019,487-19,487-100%$4.7M$0-$4.7M2026-10-16
Great Diamond Partners, LLC
CLOSED011,975-11,975-100%$2.9M$0-$2.9M2026-10-13
Future Financial Wealth Managment LLC
CLOSED010,542-10,542-100%$2.5M$0-$2.5M2026-10-15
Bfsg, LLC
CLOSED05,463-5,463-100%$1.3M$0-$1.3M2026-10-30
Unify Financial Advisors
CLOSED03,560-3,560-100%$863.0K$0-$863.0K2026-11-03
World Equity Group, Inc.
CLOSED02,960-2,960-100%$717.6K$0-$717.6K2026-10-14
Larry Mathis Financial Planning, LLC
CLOSED02,678-2,678-100%$649.2K$0-$649.2K2026-10-26
Imc-Chicago, LLC
CLOSED02,378-2,378-100%$576.5K$0-$576.5K2026-11-05
Hoxton Planning & Management, LLC
CLOSED02,312-2,312-100%$560.5K$0-$560.5K2026-10-15
Financial Management Professionals, Inc.
CLOSED02,249-2,249-100%$545.2K$0-$545.2K2026-10-23
Confluence Wealth Services, Inc.
CLOSED02,150-2,150-100%$521.2K$0-$521.2K2026-11-05
Citizens Financial Group Inc
CLOSED01,650-1,650-100%$400.0K$0-$400.0K2026-10-23
Saxon Interests, Inc.
CLOSED01,633-1,633-100%$395.9K$0-$395.9K2026-10-26
MLG Wealth Management DBA Pine Grove Financial Group
CLOSED01,406-1,406-100%$346.6K$0-$346.6K2026-10-13
Pekin Hardy Strauss, Inc.
CLOSED01,362-1,362-100%$330.2K$0-$330.2K2026-11-02
Analyst IMS Investment Management Services Ltd.
CLOSED01,349-1,349-100%$327.0K$0-$327.0K2026-11-05
Apeiron RIA LLC
CLOSED01,292-1,292-100%$313.2K$0-$313.2K2026-10-08
Elco Management Co., LLC
CLOSED01,250-1,250-100%$303.0K$0-$303.0K2026-10-14
Kingsbury Capital Investment Advisors LLC
CLOSED01,210-1,210-100%$293.4K$0-$293.4K2026-10-20
FNY Investment Advisers, LLC
CLOSED01,164-1,164-100%$282$0-$2822026-10-16
Nadler Financial Group, Inc.
CLOSED01,120-1,120-100%$271.5K$0-$271.5K2026-10-23
Corecam Pte. Ltd.
CLOSED01,110-1,110-100%$269.1K$0-$269.1K2026-10-23
Zenith Solutions, Inc.
CLOSED01,063-1,063-100%$257.6K$0-$257.6K2026-10-19
Vigilare Wealth Management
CLOSED01,061-1,061-100%$257.2K$0-$257.2K2026-10-29
Asempa Wealth Advisors
CLOSED01,045-1,045-100%$253.3K$0-$253.3K2026-10-07
Black Diamond Financial, LLC
CLOSED01,033-1,033-100%$250.5K$0-$250.5K2026-10-26
Sound Income Strategies, LLC
CLOSED01,031-1,031-100%$249.9K$0-$249.9K2026-10-09
One Advisory Partners, LLC
CLOSED01,008-1,008-100%$244.4K$0-$244.4K2026-10-22
Scarborough Advisors, LLC
CLOSED0968-968-100%$226.3K$0-$226.3K2026-10-16
Dynamic Advisor Solutions LLC
CLOSED0961-961-100%$233.0K$0-$233.0K2026-10-13
Huntleigh Advisors, Inc.
CLOSED0959-959-100%$232.5K$0-$232.5K2026-11-03
Insight Advisors, LLC/ PA
CLOSED0953-953-100%$231.1K$0-$231.1K2026-10-22
Hennion & Walsh Asset Management, Inc.
CLOSED0950-950-100%$230.3K$0-$230.3K2026-10-13
Eagle Capital Management, LLC
CLOSED0945-945-100%$229$0-$2292026-10-19
ZynergyRetirementPlanningLLC
CLOSED0940-940-100%$227.9K$0-$227.9K2026-10-08
Wesbanco Bank Inc
CLOSED0937-937-100%$227.1K$0-$227.1K2026-11-04
Harmony Asset Management LLC
CLOSED0917-917-100%$222.4K$0-$222.4K2026-10-20
E&G Advisors, LLC
CLOSED0910-910-100%$220.6K$0-$220.6K2026-10-13
Selective Wealth Management, Inc.
CLOSED0909-909-100%$209.7K$0-$209.7K2026-10-16
TCV Trust & Wealth Management, Inc.
CLOSED0890-890-100%$215.8K$0-$215.8K2026-10-16
Quad-Cities Investment Group, LLC
CLOSED0886-886-100%$214.9K$0-$214.9K2026-10-16
Brighton Jones LLC
CLOSED0883-883-100%$214.1K$0-$214.1K2026-11-03
Intrua Financial, LLC
CLOSED0881-881-100%$213.6K$0-$213.6K2026-10-28
Lynx Investment Advisory
CLOSED0876-876-100%$212.2K$0-$212.2K2026-10-27
Archer Investment Management, LLC
CLOSED0873-873-100%$211.7K$0-$211.7K2026-10-13
GFS Advisors, LLC
CLOSED0870-870-100%$1.3M$0-$1.3M2026-11-03
McClarren Financial Advisors, Inc.
CLOSED0827-827-100%$200.5K$0-$200.5K2026-10-15
Allstreet Capital Advisors LLC
CLOSED0826-826-100%$200.1K$0-$200.1K2026-11-04
Commonwealth Retirement Investments LLC
CLOSED0587-587-100%$142.3K$0-$142.3K2026-10-26
Islay Capital Management, LLC
CLOSED0580-580-100%$140.6K$0-$140.6K2026-10-20
Salem Investment Counselors Inc
CLOSED0565-565-100%$137.0K$0-$137.0K2026-10-13
Pension & Wealth Management Advisors, Inc.
CLOSED0300-300-100%$72.7K$0-$72.7K2026-10-16
LifeSteps Financial, Inc.
CLOSED0211-211-100%$51.2K$0-$51.2K2026-10-15
Tucker Asset Management LLC
CLOSED0125-125-100%$30.3K$0-$30.3K2026-10-29
Robinswood Financial LLC
CLOSED0123-123-100%$29.8K$0-$29.8K2026-10-20
Eastern Bank
CLOSED0102-102-100%$24.7K$0-$24.7K2026-10-05
First Command Advisory Services, Inc.
CLOSED059-59-100%$14.3K$0-$14.3K2026-11-05
Blueline Advisors LLC
CLOSED024-24-100%$2.8K$0-$2.8K2026-10-15
Morton Brown Family Wealth, LLC
CLOSED06-6-100%$1.5K$0-$1.5K2026-10-23
Bullseye Investment Management, LLC
CLOSED04-4-100%$970$0-$9702026-10-29
Atwood & Palmer Inc
CLOSED03-3-100%$728$0-$7282026-10-08
Prairie Wealth Advisors, Inc.
UNCHANGED000—$2.6M$2.2M-$381.3K2026-10-29
Syntax Research, Inc.
UNCHANGED000—$1$1$02026-11-04
Bank of America Corp
N/A—3,017,072-3,017,072-100%$731.4M———
Morgan Stanley
N/A—2,648,724-2,648,724-100%$642.1M———
LPL Financial LLC
N/A—2,318,935-2,318,935-100%$562.2M———
Wells Fargo & Company
N/A—1,457,545-1,457,545-100%$353.3M———
Phoenix Financial Ltd.
N/A—1,278,993-1,278,993-100%$310.1M———
Ameriprise Financial Inc
N/A—1,132,506-1,132,506-100%$274.6M———
BlackRock, Inc.
N/A—786,640-786,640-100%$190.7M———
Raymond James Financial Inc
N/A—765,331-765,331-100%$185.5M———
Envestnet Asset Management Inc
N/A—655,978-655,978-100%$159.0M———
Royal Bank of Canada
N/A—617,649-617,649-100%$149.7M———
Northwestern Mutual Wealth Management Co
N/A—616,653-616,653-100%$149.5M———
UBS Group AG
N/A—592,720-592,720-100%$143.7M———
JPMorgan Chase & Co
N/A—560,045-560,045-100%$133.9M———
Osaic Holdings, Inc.
N/A—533,033-533,033-100%$129.3M———
MML Investors Services, LLC
N/A—403,807-403,807-100%$97.9M———
Cetera Investment Advisers
N/A—398,559-398,559-100%$96.6M———
Goldman Sachs Group Inc
N/A—366,065-366,065-100%$88.7M———
Dynasty Wealth Management, LLC
N/A—348,483-348,483-100%$84.5M———
Jones Financial Companies Lllp
N/A—271,717-271,717-100%$64.3M———
Stifel Financial Corp
N/A—218,958-218,958-100%$53.1M———
Rockefeller Capital Management L.P.
N/A—214,403-214,403-100%$52.0M———
BNP Paribas Financial Markets
N/A—207,319-207,319-100%$50.3M———
Equitable Holdings, Inc.
N/A—202,455-202,455-100%$49.1M———
Janney Montgomery Scott LLC
N/A—188,688-188,688-100%$45.7M———
HighTower Advisors, LLC
N/A—177,711-177,711-100%$43.1M———
Bank of Montreal
N/A—127,944-127,944-100%$31.0M———
Citadel Advisors LLC
N/A—107,690-107,690-100%$26.1M———
Stratos Wealth Partners, Ltd.
N/A—98,679-98,679-100%$23.9M———
Baird Financial Group, Inc.
N/A—90,461-90,461-100%$21.9M———
Barclays PLC
N/A—88,191-88,191-100%$21.4M———
Private Advisor Group, LLC
N/A—79,250-79,250-100%$19.2M———
Mercer Global Advisors Inc
N/A—71,785-71,785-100%$17.4M———
360 Financial, Inc.
N/A—68,015-68,015-100%$16.5M———
Advisory Services Network, LLC
N/A—64,909-64,909-100%$15.7M———
Steward Partners Investment Advisory, LLC
N/A—59,421-59,421-100%$14.4M———
Arkadios Wealth Advisors
N/A—55,500-55,500-100%$13.5M———
NorthRock Partners, LLC
N/A—51,275-51,275-100%$12.4M———
Scotia Capital Inc.
N/A—50,883-50,883-100%$12.3M———
Federation des caisses Desjardins du Quebec
N/A—46,429-46,429-100%$11.3M———
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A—44,300-44,300-100%$10.7M———
Qube Research & Technologies Ltd
N/A—43,602-43,602-100%$10.6M———
NewEdge Advisors, LLC
N/A—43,049-43,049-100%$10.4M———
Merit Financial Group, LLC
N/A—42,992-42,992-100%$10.4M———
Harbour Investments, Inc.
N/A—37,663-37,663-100%$9.1M———
WNY Asset Management, LLC
N/A—35,997-35,997-100%$8.7M———
Kilter Group LLC
N/A—34,326-34,326-100%$8.3M———
Mariner, LLC
N/A—32,463-32,463-100%$7.9M———
Tower Research Capital LLC (TRC)
N/A—32,379-32,379-100%$7.8M———
Susquehanna International Group, LLP
N/A—31,731-31,731-100%$7.7M———
Integrated Wealth Concepts LLC
N/A—31,448-31,448-100%$7.6M———
Paragon Financial Partners, Inc.
N/A—31,115-31,115-100%$7.5M———
Beacon Pointe Advisors, LLC
N/A—30,951-30,951-100%$7.5M———
EFG International AG
N/A—30,735-30,735-100%$7.5M———
Xcelsior Advisor Partners LLC
N/A—28,932-28,932-100%$7.0M———
Sanctuary Advisors, LLC
N/A—28,656-28,656-100%$6.9M———
BCS Private Wealth Management, Inc.
N/A—28,094-28,094-100%$6.8M———
Blair William & Co
N/A—27,875-27,875-100%$6.8M———
Focus Partners Wealth
N/A—27,012-27,012-100%$6.5M———
HRT Financial LP
N/A—26,891-26,891-100%$6.5M———
Summit Financial, LLC
N/A—26,886-26,886-100%$6.5M———
FMR LLC
N/A—26,229-26,229-100%$6.4M———
Brown Advisory Inc
N/A—25,213-25,213-100%$6.1M———
Ausdal Financial Partners, Inc.
N/A—24,907-24,907-100%$6.0M———
Envestnet Portfolio Solutions, Inc.
N/A—24,786-24,786-100%$6.0M———
Littlejohn Financial Services, Inc.
N/A—24,472-24,472-100%$5.9M———
Western Wealth Management, LLC
N/A—22,645-22,645-100%$5.5M———
National Bank of Canada
N/A—22,406-22,406-100%$5.4M———
Cerity Partners LLC
N/A—21,895-21,895-100%$5.3M———
D. E. Shaw & Co., Inc.
N/A—21,430-21,430-100%$5.2M———
Wealthfront Advisers LLC
N/A—21,246-21,246-100%$5.2M———
Global Retirement Partners, LLC
N/A—21,038-21,038-100%$5.1M———
World Investment Advisors
N/A—20,913-20,913-100%$4.6M———
Eschler Asset Management LLP
N/A—20,571-20,571-100%$5.0M———
Stonebridge Financial Group, LLC
N/A—20,067-20,067-100%$4.9M———
Main Street Financial Solutions, LLC
N/A—20,019-20,019-100%$4.9M———
Moneta Group Investment Advisors LLC
N/A—19,717-19,717-100%$4.8M———
WCG Wealth Advisors LLC
N/A—18,800-18,800-100%$4.6M———
Waverly Advisors, LLC
N/A—18,777-18,777-100%$4.6M———
Smartleaf Asset Management LLC
N/A—18,590-18,590-100%$4.4M———
Beacon Bridge Wealth Partners, LLC
N/A—18,516-18,516-100%$4.5M———
EP Wealth Advisors, LLC
N/A—18,129-18,129-100%$4.4M———
RPg Family Wealth Advisory, LLC
N/A—18,058-18,058-100%$4.4M———
Risk Paradigm Group, LLC
N/A—18,058-18,058-100%$4.4M———
Natixis Advisors, LLC
N/A—17,837-17,837-100%$4.3M———
Cary Street Partners Financial LLC
N/A—17,280-17,280-100%$4.2M———
Foundations Investment Advisors, LLC
N/A—16,872-16,872-100%$4.1M———
Tudor Financial Inc.
N/A—16,835-16,835-100%$4.1M———
MAI Capital Management
N/A—16,622-16,622-100%$4.0M———
AQR Capital Management LLC
N/A—16,604-16,604-100%$4.0M———
&partners
N/A—16,282-16,282-100%$3.9M———
Insigneo Advisory Services, LLC
N/A—15,859-15,859-100%$3.8M———
SBI Okasan Asset Management Co.Ltd.
N/A—15,680-15,680-100%$3.7M———
NewEdge Wealth, LLC
N/A—15,660-15,660-100%$3.8M———
Capital Fund Management S.A.
N/A—15,568-15,568-100%$3.8M———
Snowden Capital Advisors LLC
N/A—15,566-15,566-100%$3.8M———
Gotham Asset Management, LLC
N/A—15,235-15,235-100%$3.7M———
Principal Securities, Inc.
N/A—14,828-14,828-100%$3.6M———
Indie Asset Partners, LLC
N/A—13,853-13,853-100%$3.4M———
Sharpepoint LLC
N/A—13,828-13,828-100%$3.4M———
Wealth Alliance, LLC
N/A—13,765-13,765-100%$3.3M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—13,523-13,523-100%$3.3M———
CIBC Bancorp USA Inc.
N/A—13,518-13,518-100%$3.3M———
Maxele Advisors, LLC
N/A—13,310-13,310-100%$3.2M———
Keystone Financial Group
N/A—13,087-13,087-100%$3.2M———
Tandem Financial, LLC
N/A—12,927-12,927-100%$3.1M———
Whittier Trust Co
N/A—12,754-12,754-100%$3.2M———
KM Capital Management Ltd.
N/A—12,702-12,702-100%$3.1M———
Calton & Associates, Inc.
N/A—12,634-12,634-100%$3.1M———
Icon Wealth Advisors, LLC
N/A—12,371-12,371-100%$3.0M———
Jupiter Wealth Management LLC
N/A—12,249-12,249-100%$3.0M———
IFG Advisory, LLC
N/A—12,113-12,113-100%$2.9M———
Wealthspire Advisors, LLC
N/A—12,087-12,087-100%$2.9M———
Squarepoint Ops LLC
N/A—11,730-11,730-100%$2.8M———
PFG Investments, LLC
N/A—10,972-10,972-100%$2.7M———
CIBC World Market Inc.
N/A—10,884-10,884-100%$2.6M———
Bank of Nova Scotia
N/A—10,863-10,863-100%$2.6M———
Fisher Asset Management, LLC
N/A—10,718-10,718-100%$2.6M———
Darwin Wealth Management, LLC
N/A—10,553-10,553-100%$2.6M———
Captrust Financial Advisors
N/A—10,413-10,413-100%$2.5M———
Benjamin Edwards Inc
N/A—10,304-10,304-100%$2.5M———
Interactive Financial Advisors, Inc.
N/A—10,234-10,234-100%$2.4M———
Ameritas Advisory Services, LLC
N/A—10,183-10,183-100%$2.5M———
Union Square Park Capital Management, LLC
N/A—10,000-10,000-100%$2.4M———
BlackDiamond Wealth Management, LLC
N/A—9,997-9,997-100%$2.5M———
Moors & Cabot, Inc.
N/A—9,964-9,964-100%$2.4M———
BlueCrest Capital Management Ltd
N/A—9,769-9,769-100%$2.4M———
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
N/A—9,569-9,569-100%$2.3M———
Kingsview Wealth Management, LLC
N/A—9,567-9,567-100%$2.3M———
Somerset Group LLC
N/A—9,509-9,509-100%$2.3M———
Intrepid Financial Planning Group LLC
N/A—9,379-9,379-100%$2.3M———
1607 Capital Partners, LLC
N/A—9,290-9,290-100%$2.3M———
Cresset Asset Management, LLC
N/A—9,265-9,265-100%$2.2M———
Ciovacco Capital Management LLC
N/A—9,145-9,145-100%$2.2M———
Ehrenkranz Partners L.P.
N/A—9,100-9,100-100%$2.2M———
Commerce Bank
N/A—8,931-8,931-100%$2.2M———
Birmingham Capital Management Co Inc
N/A—8,650-8,650-100%$2.1M———
AE Wealth Management LLC
N/A—8,596-8,596-100%$2.1M———
Vision Retirement, LLC
N/A—8,414-8,414-100%$2.0M———
Compass Capital Corp
N/A—8,395-8,395-100%$2.1M———
Sykon Capital LLC
N/A—8,394-8,394-100%$2.0M———
Beckerman Institutional, LLC
N/A—8,241-8,241-100%$2.0M———
LEE Johnson Capital Management, LLC
N/A—8,107-8,107-100%$2.0M———
Vestmark Advisory Solutions, Inc.
N/A—8,038-8,038-100%$1.9M———
Northern Trust Corp
N/A—8,017-8,017-100%$1.9M———
Allworth Financial LP
N/A—8,005-8,005-100%$1.9M———
Pacific SUN Financial Corp
N/A—7,980-7,980-100%$1.9M———
Storen Legacy Partners, LLC
N/A—7,917-7,917-100%$1.9M———
Owen LaRue, LLC
N/A—7,888-7,888-100%$1.9M———
Kirtland Hills Capital Management, LLC
N/A—7,837-7,837-100%$1.9M———
Knoll Capital Management, LLC
N/A—7,650-7,650-100%$1.9M———
FLC Capital Advisors
N/A—7,602-7,602-100%$1.8M———
Prepared Retirement Institute LLC
N/A—7,528-7,528-100%$1.8M———
Stephens Inc
N/A—7,506-7,506-100%$1.8M———
Fidelis Capital Partners, LLC
N/A—7,470-7,470-100%$1.8M———
IHT Wealth Management, LLC
N/A—7,447-7,447-100%$1.8M———
Pathstone Holdings, LLC
N/A—7,340-7,340-100%$1.8M———
Cornerstone Advisory, LLC
N/A—7,206-7,206-100%$1.7M———
Essex Financial Services, Inc.
N/A—7,056-7,056-100%$1.7M———
Orion Porfolio Solutions, LLC
N/A—7,017-7,017-100%$1.7M———
Kovack Advisors, Inc.
N/A—6,817-6,817-100%$1.7M———
IEQ Capital, LLC
N/A—6,762-6,762-100%$1.6M———
Quantinno Capital Management LP
N/A—6,601-6,601-100%$1.6M———
Gladstone Institutional Advisory LLC
N/A—6,537-6,537-100%$1.6M———
Nova Wealth Management, Inc.
N/A—6,385-6,385-100%$1.5M———
PNC Financial Services Group, Inc.
N/A—6,368-6,368-100%$1.5M———
Sequoia Financial Advisors, LLC
N/A—6,331-6,331-100%$1.5M———
Tradition Wealth Management, LLC
N/A—6,328-6,328-100%$1.5M———
Jane Street Group, LLC
N/A—6,286-6,286-100%$1.5M———
Great Valley Advisor Group, Inc.
N/A—6,174-6,174-100%$1.5M———
HSBC Holdings PLC
N/A—6,134-6,134-100%$1.5M———
Tidal Investments LLC
N/A—6,090-6,090-100%$1.5M———
Geneos Wealth Management Inc.
N/A—6,086-6,086-100%$1.5M———
Mutual Advisors, LLC
N/A—5,751-5,751-100%$1.4M———
Brookwood Investment Group LLC
N/A—5,702-5,702-100%$1.4M———
Granite Bay Wealth Management, LLC
N/A—5,632-5,632-100%$1.4M———
Evergreen Wealth Partners LLC
N/A—5,591-5,591-100%$1.4M———
Kintra Wealth, LLC
N/A—5,514-5,514-100%$1.4M———
Level Four Advisory Services, LLC
N/A—5,456-5,456-100%$1.3M———
Spreng Capital Management, Inc.
N/A—5,418-5,418-100%$1.3M———
Independent Advisor Alliance
N/A—5,406-5,406-100%$1.3M———
Warner Financial, Inc
N/A—5,386-5,386-100%$1.3M———
Fairview Capital Investment Management, LLC
N/A—5,240-5,240-100%$1.3M———
Money Concepts Capital Corp
N/A—5,195-5,195-100%$1.3M———
Rehmann Capital Advisory Group
N/A—5,109-5,109-100%$1.2M———
Ibex Wealth Advisors
N/A—5,082-5,082-100%$1.2M———
Muirfield Wealth Advisors LLC
N/A—5,064-5,064-100%$1.2M———
Aptus Capital Advisors, LLC
N/A—5,048-5,048-100%$1.2M———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—5,029-5,029-100%$1.2M———
O'shaughnessy Asset Management, LLC
N/A—4,994-4,994-100%$1.2M———
Belpointe Asset Management LLC
N/A—4,994-4,994-100%$1.2M———
Caprock Group, LLC
N/A—4,924-4,924-100%$1.2M———
Coldstream Capital Management Inc
N/A—4,910-4,910-100%$1.2M———
Sfmg, LLC
N/A—4,840-4,840-100%$1.2M———
Safe Harbor Fiduciary, LLC
N/A—4,809-4,809-100%$1.2M———
ATLas Financial Planning LLC
N/A—4,804-4,804-100%$1.2M———
CreativeOne Wealth, LLC
N/A—4,756-4,756-100%$1.2M———
Resolute Wealth Strategies, LLC
N/A—4,700-4,700-100%$1.1M———
Rathbones Group PLC
N/A—4,541-4,541-100%$1.1M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—4,499-4,499-100%$1.1M———
Warner Group LLC
N/A—4,444-4,444-100%$1.1M———
Mitchell Mcleod Pugh & Williams Inc
N/A—4,242-4,242-100%$1.0M———
Gamco Investors, Inc. ET AL
N/A—4,000-4,000-100%$969.7K———
V2 Financial group LLC
N/A—4,000-4,000-100%$969.7K———
LM Advisors LLC
N/A—3,957-3,957-100%$959.0K———
Pinnacle Financial Partners, Inc.
N/A—3,878-3,878-100%$940.1K———
Betterment LLC
N/A—3,821-3,821-100%$926.0K———
Prostatis Group LLC
N/A—3,795-3,795-100%$920.0K———
Hilltop Holdings Inc.
N/A—3,740-3,740-100%$906.7K———
Envision Financial Transparency, LLC
N/A—3,719-3,719-100%$471.3K———
Advyzon Investment Management, LLC
N/A—3,674-3,674-100%$890.7K———
First Foundation Advisors
N/A—3,602-3,602-100%$873.3K———
BFC Planning, Inc.
N/A—3,599-3,599-100%$872.4K———
Ackerman Asset Management, LLC
N/A—3,579-3,579-100%$867.6K———
One Wealth Advisors, LLC
N/A—3,566-3,566-100%$864.5K———
Rollins Financial Advisors, LLC
N/A—3,553-3,553-100%$861.4K———
Mission Hills Financial Advisory, LLC
N/A—3,503-3,503-100%$849.2K———
KKM Financial LLC
N/A—3,484-3,484-100%$844.6K———
United Capital Financial Advisors, LLC
N/A—3,477-3,477-100%$843.4K———
Symphony Financial Services, Inc.
N/A—3,467-3,467-100%$840.5K———
10Elms LLP
N/A—3,459-3,459-100%$838.6K———
Nwam LLC
N/A—3,458-3,458-100%$838.3K———
Neuberger Berman Group LLC
N/A—3,458-3,458-100%$838.3K———
Cheviot Value Management, LLC
N/A—3,449-3,449-100%$836.1K———
Oversea-Chinese Banking Corp Ltd
N/A—3,442-3,442-100%$834.4K———
Wealthgarden F.S. LLC
N/A—3,398-3,398-100%$823.8K———
Planning Directions Inc
N/A—3,347-3,347-100%$811.5K———
CVA Family Office, LLC
N/A—3,338-3,338-100%$809.2K———
Darden Wealth Group Inc
N/A—3,320-3,320-100%$804.8K———
HighPoint Advisor Group LLC
N/A—3,320-3,320-100%$804.7K———
Innovative Asset Advisors Group, LLC
N/A—3,239-3,239-100%$785.2K———
OneDigital Investment Advisors LLC
N/A—3,169-3,169-100%$768.2K———
Sonoma Private Wealth LLC
N/A—3,143-3,143-100%$761.9K———
Centaurus Financial, Inc.
N/A—3,107-3,107-100%$753.0K———
Arax Advisory Partners
N/A—3,106-3,106-100%$753.0K———
Marshall Wace, LLP
N/A—3,100-3,100-100%$751.5K———
Summit Wealth Partners, LLC
N/A—3,039-3,039-100%$736.7K———
Venturi Wealth Management, LLC
N/A—2,959-2,959-100%$717.1K———
JT Stratford LLC
N/A—2,913-2,913-100%$706.2K———
RWA Wealth Partners, LLC
N/A—2,895-2,895-100%$701.7K———
Modern Wealth Management, LLC
N/A—2,872-2,872-100%$696.2K———
Jump Financial, LLC
N/A—2,867-2,867-100%$695.0K———
Berkeley Capital Partners, LLC
N/A—2,855-2,855-100%$692.1K———
Clearstead Advisors, LLC
N/A—2,813-2,813-100%$682.0K———
Fox Hill Wealth Management
N/A—2,754-2,754-100%$667.7K———
Cahill Financial Advisors Inc
N/A—2,713-2,713-100%$657.8K———
Nuveen, LLC
N/A—2,654-2,654-100%$643.4K———
W1m Asset Management Ltd
N/A—2,651-2,651-100%$642.5K———
Keel Point, LLC
N/A—2,640-2,640-100%$640.0K———
Round Rock Advisors LLC
N/A—2,584-2,584-100%$626.4K———
Duncan Williams Asset Management, LLC
N/A—2,565-2,565-100%$621.8K———
Pettyjohn, Wood & White, Inc
N/A—2,550-2,550-100%$618.2K———
Leigh Baldwin & Co., LLC
N/A—2,483-2,483-100%$602.0K———
Rothschild Wealth LLC
N/A—2,450-2,450-100%$594.0K———
PCG Wealth Advisors, LLC
N/A—2,434-2,434-100%$590.1K———
UBS Asset Management Americas LLC
N/A—2,424-2,424-100%$587.6K———
Gateway Wealth Partners, LLC
N/A—2,417-2,417-100%$585.8K———
Founders Financial Alliance, LLC
N/A—2,415-2,415-100%$585.3K———
Octavia Wealth Advisors, LLC
N/A—2,371-2,371-100%$574.8K———
Wulff, Hansen & Co.
N/A—2,337-2,337-100%$566.5K———
Alexander Labrunerie & Co., Inc.
N/A—2,309-2,309-100%$559.7K———
Quantum Portfolio Management LLC
N/A—2,297-2,297-100%$556.8K———
Edgestream Partners, L.P.
N/A—2,221-2,221-100%$538.4K———
Traction Financial Partners, LLC
N/A—2,150-2,150-100%$521.2K———
Valmark Advisers, Inc.
N/A—2,121-2,121-100%$514.2K———
Keebeck Wealth Management
N/A—2,084-2,084-100%$505.2K———
Thoroughbred Financial Services, LLC
N/A—2,081-2,081-100%$504.0K———
Chicago Wealth Management, Inc.
N/A—2,036-2,036-100%$493.5K———
IMA Advisory Services, Inc.
N/A—2,015-2,015-100%$488.6K———
Savvy Advisors, Inc.
N/A—2,015-2,015-100%$488.5K———
Hamilton Wealth, LLC
N/A—1,994-1,994-100%$483.4K———
Alteri Wealth LLC
N/A—1,966-1,966-100%$476.7K———
Peapack Gladstone Financial Corp
N/A—1,958-1,958-100%$475.0K———
Glenmede Trust Co NA
N/A—1,950-1,950-100%$472.7K———
Argent Trust Co
N/A—1,929-1,929-100%$467.6K———
Axis Wealth Partners, LLC
N/A—1,905-1,905-100%$461.8K———
Concorde Asset Management, LLC
N/A—1,900-1,900-100%$460.6K———
Purkiss Capital Advisors LLC
N/A—1,884-1,884-100%$456.7K———
Jaffetilchin Investment Partners, LLC
N/A—1,846-1,846-100%$447.5K———
Marex Group Ltd
N/A—1,816-1,816-100%$440.2K———
Mcguire Capital Advisors Inc
N/A—1,804-1,804-100%$437.3K———
Cofg Advisors, LLC
N/A—1,767-1,767-100%$428.5K———
L & S Advisors Inc
N/A—1,745-1,745-100%$423.0K———
Thompson David Blair
N/A—1,716-1,716-100%$416.0K———
Plotkin Financial Advisors, LLC
N/A—1,699-1,699-100%$411.9K———
Kera Capital Partners, Inc.
N/A—1,697-1,697-100%$411.4K———
Coastal Bridge Advisors, LLC
N/A—1,667-1,667-100%$404.2K———
Index Technologies Group LLC
N/A—1,660-1,660-100%$402.4K———
Collaborative Wealth Managment Inc.
N/A—1,632-1,632-100%$395.6K———
Franklin Resources Inc
N/A—1,591-1,591-100%$385.7K———
N.E.W. Advisory Services LLC
N/A—1,579-1,579-100%$382.8K———
Horizon Investments, LLC
N/A—1,548-1,548-100%$375.3K———
Callan Family Office, LLC
N/A—1,533-1,533-100%$371.6K———
JDM Financial Group LLC
N/A—1,496-1,496-100%$362.7K———
Perennial Investment Advisors, LLC
N/A—1,483-1,483-100%$359.5K———
Runnymede Capital Advisors, Inc.
N/A—1,480-1,480-100%$358.8K———
Natixis
N/A—1,461-1,461-100%$352.0K———
Stock Yards Bank & Trust Co
N/A—1,457-1,457-100%$353.2K———
Twin Peaks Wealth Advisors, LLC
N/A—1,430-1,430-100%$346.6K———
Cvfg LLC
N/A—1,428-1,428-100%$346.1K———
Glen Eagle Advisors, LLC
N/A—1,416-1,416-100%$343.2K———
Cozad Asset Management Inc
N/A—1,414-1,414-100%$342.7K———
Regatta Research & Money Management
N/A—1,400-1,400-100%$339.2K———
Centric Wealth Management
N/A—1,395-1,395-100%$299.0K———
Bramshill Investments, LLC
N/A—1,390-1,390-100%$337.0K———
Byrne Financial Freedom, LLC
N/A—1,371-1,371-100%$332.4K———
Pine Valley Investments Ltd Liability Co
N/A—1,355-1,355-100%$328.6K———
Pure Financial Advisors, LLC
N/A—1,338-1,338-100%$324.4K———
Smith, Moore & Co.
N/A—1,332-1,332-100%$322.9K———
Pinnacle Family Advisors, LLC
N/A—1,320-1,320-100%$320.0K———
Bcgm Wealth Management, LLC
N/A—1,318-1,318-100%$319.5K———
Quotient Wealth Partners, LLC
N/A—1,311-1,311-100%$317.8K———
Winch Advisory Services, LLC
N/A—1,311-1,311-100%$317.7K———
Mountain Capital Investment Advisors Inc.
N/A—1,298-1,298-100%$314.8K———
Tidemark, LLC
N/A—1,282-1,282-100%$310.8K———
Russell Investments Group, Ltd.
N/A—1,275-1,275-100%$309.0K———
Donaldson Capital Management, LLC
N/A—1,266-1,266-100%$306.9K———
Dorsey & Whitney Trust Co LLC
N/A—1,262-1,262-100%$305.9K———
SOA Wealth Advisors, Llc.
N/A—1,244-1,244-100%$301.6K———
Composition Wealth, LLC
N/A—1,236-1,236-100%$299.7K———
Diversified Trust Co
N/A—1,230-1,230-100%$298.2K———
Cura Wealth Advisors, LLC
N/A—1,220-1,220-100%$295.8K———
Sound View Wealth Advisors Group, LLC
N/A—1,216-1,216-100%$294.8K———
KMT Wealth Management, LLC
N/A—1,210-1,210-100%$293.4K———
Safeguard Investment Advisory Group, LLC
N/A—1,208-1,208-100%$293.0K———
Holderness Investments Co
N/A—1,204-1,204-100%$291.9K———
Silver OAK Securities, Incorporated
N/A—1,190-1,190-100%$288.5K———
Institute for Wealth Management, Llc.
N/A—1,185-1,185-100%$287.2K———
Ironwood Investment Counsel, LLC
N/A—1,170-1,170-100%$283.7K———
Tobias Financial Advisors, Inc.
N/A—1,155-1,155-100%$280.1K———
Blalock Williams, LLC
N/A—1,127-1,127-100%$273.2K———
Zacks Investment Management
N/A—1,125-1,125-100%$272.7K———
Fort Sheridan Advisors LLC
N/A—1,124-1,124-100%$272.4K———
Mason & Associates Inc
N/A—1,122-1,122-100%$271.9K———
Synergy Investment Management, LLC
N/A—1,116-1,116-100%$270.5K———
Resolute Wealth Advisor, Inc.
N/A—1,105-1,105-100%$241.7K———
PeakShares LLC
N/A—1,100-1,100-100%$266.7K———
Stelac Advisory Services LLC
N/A—1,090-1,090-100%$264.2K———
Ancora Advisors LLCA
N/A—1,081-1,081-100%$262.1K———
QRG Capital Management, Inc.
N/A—1,080-1,080-100%$261.8K———
Financial Engines Advisors L.L.C.
N/A—1,073-1,073-100%$260.1K———
Deutsche Bank Ag\
N/A—1,071-1,071-100%$259.6K———
Southeast Asset Advisors, LLC
N/A—1,060-1,060-100%$257.0K———
Three Cord True Wealth Management, LLC
N/A—1,060-1,060-100%$257.0K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—1,057-1,057-100%$252.8K———
Shared Vision Wealth Group LLC
N/A—1,052-1,052-100%$255.0K———
Clark Capital Management Group, Inc.
N/A—1,042-1,042-100%$252.6K———
Bravias Capital Group, LLC
N/A—1,037-1,037-100%$251.5K———
AlTi Global, Inc.
N/A—1,033-1,033-100%$250.4K———
Florida Financial Advisors, LLC
N/A—1,031-1,031-100%$250.1K———
Toronto Dominion Bank
N/A—1,022-1,022-100%$247.8K———
Cary Street Partners Investment Advisory LLC
N/A—1,020-1,020-100%$247.3K———
Texas Capital Bank Wealth Management Services Inc
N/A—1,015-1,015-100%$246.1K———
Caerus Investment Advisors, LLC
N/A—1,010-1,010-100%$244.8K———
Schulhoff & Co Inc
N/A—1,000-1,000-100%$242.4K———
Avalon Trust Co
N/A—1,000-1,000-100%$242.5K———
HC Advisors, LLC
N/A—1,000-1,000-100%$242.4K———
Nepc LLC
N/A—1,000-1,000-100%$242.4K———
Huntington National Bank
N/A—989-989-100%$239.8K———
WealthShield Partners, LLC
N/A—989-989-100%$239.8K———
Kesler, Norman & Wride, LLC
N/A—986-986-100%$239.1K———
Johnson Investment Counsel Inc
N/A—966-966-100%$234.3K———
Fortis Capital Advisors, LLC
N/A—961-961-100%$233.0K———
Hilltop Partners LLC
N/A—944-944-100%$228.8K———
Bellwether Advisors, LLC
N/A—935-935-100%$226.7K———
Millennium Management LLC
N/A—930-930-100%$225.5K———
Marco Investment Management LLC
N/A—900-900-100%$218.2K———
Invictus Private Wealth, LLC
N/A—900-900-100%$218.2K———
Bessemer Group Inc
N/A—880-880-100%$213.0K———
Berger Financial Group, Inc
N/A—869-869-100%$210.6K———
ExodusPoint Capital Management, LP
N/A—830-830-100%$201.2K———
Aldebaran Financial Inc.
N/A—830-830-100%$201.2K———
Bellevue Asset Management, LLC
N/A—809-809-100%$196.2K———
Medallion Wealth Advisors, LLC
N/A—778-778-100%$190.2K———
SHP Wealth Management
N/A—767-767-100%$186.0K———
FAS Wealth Partners, Inc.
N/A—731-731-100%$177.3K———
Aviso Financial Inc.
N/A—696-696-100%$168.7K———
Group One Trading LLC
N/A—620-620-100%$150.3K———
McMillan Office, Inc.
N/A—600-600-100%$145.5K———
Bank of the Bluegrass & Trust Co.
N/A—580-580-100%$120.2K———
Swisher Financial Concepts, Inc.
N/A—571-571-100%$138.4K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—560-560-100%$135.8K———
UMB Bank, n.a.
N/A—550-550-100%$133.3K———
Twin Tree Management, LP
N/A—537-537-100%$130.2K———
Capital Analysts, LLC
N/A—512-512-100%$121.0K———
Hollencrest Capital Management
N/A—462-462-100%$112.0K———
Brown Brothers Harriman & Co
N/A—429-429-100%$104.0K———
Consultiva Wealth Management, Corp.
N/A—425-425-100%$103.0K———
Strategic Investment Solutions, Inc.
N/A—424-424-100%$102.9K———
Frazier Financial Advisors, LLC
N/A—417-417-100%$101.1K———
Caldwell Sutter Capital, Inc.
N/A—412-412-100%$99.9K———
Rothschild Investment LLC
N/A—397-397-100%$96.2K———
Kayne Anderson Rudnick Investment Management LLC
N/A—363-363-100%$88.0K———
Aventura Private Wealth, LLC
N/A—357-357-100%$86.6K———
Atlantic Union Bankshares Corp
N/A—355-355-100%$86.1K———
Hantz Financial Services, Inc.
N/A—326-326-100%$79.0K———
Bernard Wealth Management Corp.
N/A—325-325-100%$78.8K———
Whittier Trust Co of Nevada Inc
N/A—315-315-100%$77.2K———
Steigerwald, Gordon & Koch Inc.
N/A—300-300-100%$72.7K———
Reyl & Cie S.A.
N/A—300-300-100%$65.8K———
Copia Wealth Management
N/A—257-257-100%$62.3K———
Cypress Capital Management LLC (WY)
N/A—255-255-100%$61.8K———
HHM Wealth Advisors, LLC
N/A—225-225-100%$54.6K———
ESL Trust Services, LLC
N/A—224-224-100%$54.3K———
SouthState Bank Corp
N/A—222-222-100%$53.8K———
Marshall Investment Management, LLC
N/A—220-220-100%$53.4K———
Prestige Wealth Management Group LLC
N/A—220-220-100%$53.3K———
Edmond de Rothschild Holding S.A.
N/A—220-220-100%$53.3K———
1 North Wealth Services LLC
N/A—216-216-100%$52.4K———
Fiduciary Financial Advisors
N/A—211-211-100%$51.2K———
Basepoint Wealth LLC
N/A—201-201-100%$48.7K———
Kiker Wealth Management, LLC
N/A—192-192-100%$46.5K———
Rialto Wealth Management, LLC
N/A—190-190-100%$46.1K———
Wellington Grp LLC
N/A—188-188-100%$41.1K———
Fourth Dimension Wealth, LLC
N/A—184-184-100%$44.6K———
Colonial Trust Co / SC
N/A—173-173-100%$41.0K———
Ameriflex Group, Inc.
N/A—166-166-100%$40.2K———
Horizon Kinetics Asset Management LLC
N/A—160-160-100%$38.8K———
Glassman Wealth Services
N/A—150-150-100%$36.4K———
Dunhill Financial, LLC
N/A—136-136-100%$33.1K———
Webster Bank, N. A.
N/A—135-135-100%$32.7K———
Ankerstar Wealth, LLC
N/A—125-125-100%$30.3K———
Strategic Wealth Partners, Ltd.
N/A—123-123-100%$29.8K———
Swan Capital LLC
N/A—122-122-100%$29.7K———
New Republic Capital, LLC
N/A—111-111-100%$26.9K———
Continuum Advisory, LLC
N/A—108-108-100%$26.2K———
Delta Asset Management LLC
N/A—100-100-100%$24.2K———
Ritter Daniher Financial Advisory LLC / de
N/A—100-100-100%$24.2K———
Financial Avengers, Inc.
N/A—100-100-100%$24.3K———
Game Plan Financial Advisors, LLC
N/A—100-100-100%$17.5K———
PlanVest Financial, Inc
N/A—98-98-100%$23.8K———
HM Payson & Co
N/A—87-87-100%$21.1K———
Anchor Bay Capital, Inc.
N/A—81-81-100%$20.4K———
Financial Life Planners
N/A—78-78-100%$18.9K———
ST Germain D J Co Inc
N/A—75-75-100%$18.2K———
Matrix Private Capital Group LLC
N/A—75-75-100%$18.2K———
Anchor Investment Management, LLC
N/A—72-72-100%$17.5K———
Heritage Wealth Advisors
N/A—62-62-100%$15.0K———
Bogart Wealth, LLC
N/A—58-58-100%$14.1K———
Bartlett & Co. Wealth Management LLC
N/A—50-50-100%$12.1K———
Colonial Trust Advisors
N/A—50-50-100%$12.1K———
Highland Investment Advisors LLC
N/A—33-33-100%$7.9K———
Ameritas Investment Partners, Inc.
N/A—31-31-100%$7.5K———
Migdal Insurance & Financial Holdings Ltd.
N/A—24-24-100%$5.8K———
Fortis Group Advisors, LLC
N/A—19-19-100%$4.6K———
Quent Capital, LLC
N/A—19-19-100%$4.6K———
Atomic Invest LLC
N/A—15-15-100%$3.6K———
Minot DeBlois Advisors LLC
N/A—15-15-100%$3.6K———
Mpwm Advisory Solutions, LLC
N/A—12-12-100%$2.9K———
Beaird Harris Wealth Management, LLC
N/A—4-4-100%$971———
Richard W. Paul & Associates, LLC
N/A—3-3-100%$727———
Keating Financial Advisory Services, Inc.
N/A—2-2-100%$485———
Orion Capital Management LLC
N/A—2-2-100%$485———
Benson Wealth Management Inc
N/A—1-1-100%$242———
Imprint Wealth LLC
N/A—1-1-100%$242———
Showing 1101 of 1101 institutions