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Ishares U.S. Medical Devices (IHI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Citigroup Inc
INCREASED
Shares4,396,649 from 2,119,844
Change+2,276,805 (+107%)
Value$224.9M (+$120.1M)
Filed 2026-11-04
LPL Financial LLC
INCREASED
Shares1,190,122 from 1,178,001
Change+12,121 (+1%)
Value$60.9M (+$2.7M)
Filed 2026-11-06
Baker Avenue Asset Management, LP
INCREASED
Shares275,920 from 250,115
Change+25,805 (+10%)
Value$14.1M (+$1.8M)
Filed 2026-11-06
Congress Asset Management Co
NEW
Shares263,557
Change+263,557
Value$263.6K
Filed 2026-10-06
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares176,814 from 184,550
Change-7,736 (-4%)
Value$9.0M (-$439.6K)
Filed 2026-10-13
Journey Advisory Group, LLC
INCREASED
Shares167,077 from 134,066
Change+33,011 (+25%)
Value$8.5M (+$1.9M)
Filed 2026-11-04
Commonwealth Equity Services, LLC
DECREASED
Shares162,700 from 209,746
Change-47,046 (-22%)
Value$8.3M (-$2.0M)
Filed 2026-11-02
Creative Financial Designs Inc
INCREASED
Shares136,472 from 135,649
Change+823 (+1%)
Value$7.0M (+$278.1K)
Filed 2026-11-04
Cumberland Advisors Inc
DECREASED
Shares127,270 from 131,470
Change-4,200 (-3%)
Value$6.5M (+$13.9K)
Filed 2026-10-30
Lynx Capital Group LTD
INCREASED
Shares125,820 from 125,665
Change+155 (+0%)
Value$6.4M (+$226.6K)
Filed 2026-11-04
Cannon Advisors, Inc.
INCREASED
Shares124,575 from 114,080
Change+10,495 (+9%)
Value$6.6M (+$948.9K)
Filed 2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares115,260 from 95,487
Change+19,773 (+21%)
Value$5.9K (-$4.7M)
Filed 2026-11-02
Altfest L J & Co Inc
DECREASED
Shares109,228 from 157,345
Change-48,117 (-31%)
Value$5.6M (-$2.2M)
Filed 2026-10-27
Arkansas Financial Group, Inc.
DECREASED
Shares93,824 from 200,285
Change-106,461 (-53%)
Value$4.8M (-$5.1M)
Filed 2026-10-26
Courier Capital LLC
NEW
Shares84,368
Change+84,368
Value$4.3M
Filed 2026-10-19
Valicenti Advisory Services Inc
DECREASED
Shares80,645 from 93,753
Change-13,108 (-14%)
Value$4.1K (-$507)
Filed 2026-10-23
Econ Financial Services Corp
NEW
Shares76,278
Change+76,278
Value$3.9M
Filed 2026-10-19
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares74,900 from 84,282
Change-9,382 (-11%)
Value$3.8M (-$333.2K)
Filed 2026-10-29
Means Investment Co., Inc.
DECREASED
Shares70,374 from 80,072
Change-9,698 (-12%)
Value$3.6M (-$356.7K)
Filed 2026-11-03
PNC Financial Services Group, Inc.
INCREASED
Shares68,327 from 63,955
Change+4,372 (+7%)
Value$3.5M (+$334.9K)
Filed 2026-11-06
Truist Financial Corp
INCREASED
Shares67,616 from 59,753
Change+7,863 (+13%)
Value$3.5M (+$506.2K)
Filed 2026-10-30
Kestra Advisory Services, LLC
INCREASED
Shares65,943 from 64,790
Change+1,153 (+2%)
Value$3.4M (+$171.7K)
Filed 2026-11-02
Segment Wealth Management, LLC
INCREASED
Shares58,883 from 58,821
Change+62 (+0%)
Value$3.0M (+$105.5K)
Filed 2026-10-26
Capital Asset Advisory Services LLC
DECREASED
Shares52,922 from 53,719
Change-797 (-1%)
Value$2.9M (+$249.5K)
Filed 2026-10-30
First Interstate Bank
DECREASED
Shares48,828 from 50,622
Change-1,794 (-4%)
Value$2.5M (-$3.7K)
Filed 2026-10-23
Diversified Enterprises, LLC
DECREASED
Shares48,086 from 49,491
Change-1,405 (-3%)
Value$2.5M (+$14.2K)
Filed 2026-10-19
Northstar Asset Management Co
DECREASED
Shares46,310 from 47,760
Change-1,450 (-3%)
Value$2.5M (+$74.9K)
Filed 2026-10-22
Columbus Macro, LLC
NEW
Shares44,671
Change+44,671
Value$2.3M
Filed 2026-10-14
Moneco Advisors, LLC
NEW
Shares44,376
Change+44,376
Value$2.3M
Filed 2026-11-05
Fisher Asset Management, LLC
DECREASED
Shares42,579 from 53,213
Change-10,634 (-20%)
Value$2.2M (-$451.3K)
Filed 2026-11-06
B. Riley Wealth Advisors, Inc.
DECREASED
Shares40,098 from 44,262
Change-4,164 (-9%)
Value$2.1M (-$191.7K)
Filed 2026-10-13
Creative Planning
INCREASED
Shares38,925 from 37,348
Change+1,577 (+4%)
Value$2.0M (+$145.7K)
Filed 2026-11-02
Robertson Stephens Wealth Management, LLC
INCREASED
Shares38,419 from 31,341
Change+7,078 (+23%)
Value$2.0M (+$416.6K)
Filed 2026-10-16
Chicago Partners Investment Group LLC
DECREASED
Shares35,483 from 44,153
Change-8,670 (-20%)
Value$1.9M (-$234.2K)
Filed 2026-10-27
Savant Capital, LLC
INCREASED
Shares33,514 from 19,129
Change+14,385 (+75%)
Value$1.7M (+$702.3K)
Filed 2026-11-06
Quattro Financial Advisors LLC
DECREASED
Shares33,090 from 33,134
Change-44 (0%)
Value$1.7M (+$55.4K)
Filed 2026-10-15
Fifth Third Bancorp
INCREASED
Shares32,755 from 3,563
Change+29,192 (+819%)
Value$1.7M (+$1.5M)
Filed 2026-11-05
Baxter Bros Inc
NEW
Shares32,258
Change+32,258
Value$1.6M
Filed 2026-11-04
Integrated Advisors Network LLC
DECREASED
Shares31,989 from 32,789
Change-800 (-2%)
Value$1.6M (+$16.1K)
Filed 2026-10-20
Thompson Siegel & Walmsley LLC
NEW
Shares31,075
Change+31,075
Value$1.6M
Filed 2026-11-05
TCP Asset Management, LLC
DECREASED
Shares31,043 from 32,692
Change-1,649 (-5%)
Value$1.6M (-$49.2K)
Filed 2026-10-14
Institute for Wealth Management, Llc.
INCREASED
Shares29,563 from 29,444
Change+119 (+0%)
Value$1.5M (+$57.3K)
Filed 2026-11-06
MGO One Seven LLC
DECREASED
Shares27,839 from 34,759
Change-6,920 (-20%)
Value$1.4M (-$293.5K)
Filed 2026-10-28
Meitav Investment House LTD
UNCHANGED
Shares27,178 from 27,178
Change0 (0%)
Value$1.4M (+$47.3K)
Filed 2026-10-28
Cambiar Investors LLC
NEW
Shares26,068
Change+26,068
Value$1.3M
Filed 2026-11-04
Apollon Financial, LLC
DECREASED
Shares25,810 from 37,974
Change-12,164 (-32%)
Value$1.3M (-$556.1K)
Filed 2026-10-23
Allworth Financial LP
UNCHANGED
Shares25,730 from 25,730
Change0 (0%)
Value$1.3M ($0)
Filed 2026-11-06
Bank of New York Mellon Corp
NEW
Shares25,525
Change+25,525
Value$1.3M
Filed 2026-11-05
J.W. Cole Advisors, Inc.
INCREASED
Shares25,502 from 22,936
Change+2,566 (+11%)
Value$1.3M (+$171.2K)
Filed 2026-11-05
Certified Advisory Corp
DECREASED
Shares24,873 from 42,418
Change-17,545 (-41%)
Value$1.3M (-$823.6K)
Filed 2026-10-29
Regions Financial Corp
UNCHANGED
Shares24,099 from 24,099
Change0 (0%)
Value$1.2M (+$41.9K)
Filed 2026-11-05
Dynamic Advisor Solutions LLC
DECREASED
Shares23,243 from 24,326
Change-1,083 (-4%)
Value$1.2M (-$13.1K)
Filed 2026-10-13
Titiun Yejiel
UNCHANGED
Shares23,063 from 23,063
Change0 (0%)
Value$1.2M (+$40.1K)
Filed 2026-11-06
Hazlett, Burt & Watson, Inc.
DECREASED
Shares22,842 from 25,958
Change-3,116 (-12%)
Value$618.5K (-$9.1K)
Filed 2026-11-04
High Point Wealth Management, LLC
DECREASED
Shares22,739 from 23,190
Change-451 (-2%)
Value$1.2M (+$17.3K)
Filed 2026-11-05
Dale Q Rice Investment Management Ltd
DECREASED
Shares22,679 from 24,502
Change-1,823 (-7%)
Value$1.2M (-$50.6K)
Filed 2026-10-09
Triangle Securities Wealth Management
UNCHANGED
Shares21,552 from 21,552
Change0 (0%)
Value$1.1M (+$15.0K)
Filed 2026-10-14
Pacific Center for Financial Services
INCREASED
Shares21,094 from 21,093
Change+1 (0%)
Value$1.1M (+$36.8K)
Filed 2026-10-15
Signature Estate & Investment Advisors LLC
DECREASED
Shares20,818 from 30,445
Change-9,627 (-32%)
Value$1.1M (-$439.5K)
Filed 2026-10-13
Simplex Trading, LLC
DECREASED
Shares20,709 from 54,190
Change-33,481 (-62%)
Value$1.1M (-$1.6M)
Filed 2026-11-04
Farther Finance Advisors, LLC
DECREASED
Shares20,409 from 22,528
Change-2,119 (-9%)
Value$1.0M (-$74.9K)
Filed 2026-10-08
Montecito Bank & Trust
DECREASED
Shares20,314 from 20,582
Change-268 (-1%)
Value$1.0M (+$22.1K)
Filed 2026-10-01
Pension & Wealth Management Advisors, Inc.
DECREASED
Shares20,206 from 20,795
Change-589 (-3%)
Value$1.0M (+$6.0K)
Filed 2026-10-16
BIP Wealth, LLC
DECREASED
Shares20,041 from 21,518
Change-1,477 (-7%)
Value$1.0M (-$38.1K)
Filed 2026-10-22
Live Oak Private Wealth LLC
DECREASED
Shares19,984 from 21,577
Change-1,593 (-7%)
Value$1.0M (-$43.9K)
Filed 2026-11-02
Pinnacle Associates LTD
DECREASED
Shares19,615 from 23,495
Change-3,880 (-17%)
Value$1.0M (-$157.6K)
Filed 2026-10-20
Cornerstone Wealth Management, LLC
DECREASED
Shares19,235 from 20,915
Change-1,680 (-8%)
Value$983.9K (-$49.5K)
Filed 2026-11-04
Kestra Private Wealth Services, LLC
DECREASED
Shares18,589 from 19,808
Change-1,219 (-6%)
Value$950.8K (-$27.9K)
Filed 2026-11-06
Moors & Cabot, Inc.
DECREASED
Shares18,156 from 88,308
Change-70,152 (-79%)
Value$928.7K (-$3.4M)
Filed 2026-11-06
Burke & Herbert Bank & Trust Co
UNCHANGED
Shares17,900 from 17,900
Change0 (0%)
Value$915.6K (+$31.1K)
Filed 2026-11-02
Advus Financial Partners, LLC
INCREASED
Shares17,813 from 6,652
Change+11,161 (+168%)
Value$911.1K (+$582.4K)
Filed 2026-10-20
Apollon Wealth Management, LLC
DECREASED
Shares17,070 from 17,259
Change-189 (-1%)
Value$873.1K (+$20.4K)
Filed 2026-10-23
MCF Advisors LLC
UNCHANGED
Shares16,985 from 16,985
Change0 (0%)
Value$868.8K (+$29.6K)
Filed 2026-10-28
Concurrent Investment Advisors, LLC
INCREASED
Shares16,770 from 14,993
Change+1,777 (+12%)
Value$857.8K (+$117.0K)
Filed 2026-10-16
Parallel Advisors, LLC
INCREASED
Shares16,674 from 13,136
Change+3,538 (+27%)
Value$852.9K (+$203.8K)
Filed 2026-11-03
Retirement Planning Co of New England, Inc.
INCREASED
Shares16,537 from 16,487
Change+50 (+0%)
Value$845.9K (+$31.2K)
Filed 2026-10-15
Integrity Alliance, Llc.
INCREASED
Shares16,492 from 11,788
Change+4,704 (+40%)
Value$843.6K (+$261.1K)
Filed 2026-10-29
Park Avenue Securities LLC
INCREASED
Shares16,268 from 15,511
Change+757 (+5%)
Value$832 (-$765.2K)
Filed 2026-10-26
Cypress Asset Management Inc
DECREASED
Shares16,042 from 17,710
Change-1,668 (-9%)
Value$820.5K (-$54.5K)
Filed 2026-10-09
Cornerstone Advisory, LLC
INCREASED
Shares15,712 from 11,716
Change+3,996 (+34%)
Value$803.7K (+$224.8K)
Filed 2026-11-06
Spectrum Asset Management, Inc. (NB )
NEW
Shares15,680
Change+15,680
Value$802.0K
Filed 2026-10-19
Wisconsin Wealth Advisors, LLC
DECREASED
Shares15,642 from 15,656
Change-14 (0%)
Value$800.1K (+$26.5K)
Filed 2026-10-08
Lido Advisors, LLC
INCREASED
Shares15,437 from 13,809
Change+1,628 (+12%)
Value$789.6K (+$107.3K)
Filed 2026-11-04
Venture Visionary Partners LLC
INCREASED
Shares15,316 from 15,064
Change+252 (+2%)
Value$783.4K (+$39.1K)
Filed 2026-10-07
Choreo, LLC
INCREASED
Shares14,351 from 13,378
Change+973 (+7%)
Value$741.0K (+$72.0K)
Filed 2026-10-28
Allspring Global Investments Holdings, LLC
NEW
Shares14,271
Change+14,271
Value$722.8K
Filed 2026-11-04
Glenview Trust Co
NEW
Shares14,258
Change+14,258
Value$729.3K
Filed 2026-10-28
Kingswood Wealth Advisors, LLC
DECREASED
Shares14,223 from 15,654
Change-1,431 (-9%)
Value$727.5K (-$46.0K)
Filed 2026-10-23
Sovran Advisors, LLC
DECREASED
Shares13,267 from 13,553
Change-286 (-2%)
Value$738.8K (+$24.7K)
Filed 2026-11-02
Stonebridge Financial Planning Group, LLC
DECREASED
Shares12,991 from 21,993
Change-9,002 (-41%)
Value$664.5K (-$422.2K)
Filed 2026-11-06
HB Wealth Management, LLC
INCREASED
Shares12,840 from 11,737
Change+1,103 (+9%)
Value$656.8K (+$76.8K)
Filed 2026-10-23
Brookstone Capital Management
DECREASED
Shares12,821 from 15,400
Change-2,579 (-17%)
Value$655.8K (-$105.1K)
Filed 2026-10-22
Variant Private Wealth, LLC
INCREASED
Shares12,602 from 12,123
Change+479 (+4%)
Value$644.6K (+$45.6K)
Filed 2026-10-21
Sowell Financial Services LLC
INCREASED
Shares12,506 from 8,566
Change+3,940 (+46%)
Value$639.7K (+$216.4K)
Filed 2026-10-23
Aafmaa Wealth Management & Trust LLC
INCREASED
Shares12,328 from 12,186
Change+142 (+1%)
Value$630.6K (+$28.5K)
Filed 2026-10-14
Sigma Planning Corp
INCREASED
Shares12,167 from 11,442
Change+725 (+6%)
Value$623.9K (+$58.6K)
Filed 2026-10-23
Oppenheimer & Co Inc
INCREASED
Shares12,071 from 7,521
Change+4,550 (+61%)
Value$617.4K (+$245.8K)
Filed 2026-10-26
Lanark Financial, Inc.
DECREASED
Shares11,967 from 12,611
Change-644 (-5%)
Value$612.1K (-$11.0K)
Filed 2026-10-26
Guerra PAN Advisors, LLC
DECREASED
Shares11,812 from 11,962
Change-150 (-1%)
Value$635.0K (+$44.0K)
Filed 2026-10-26
Journey Beyond Wealth, LLC
NEW
Shares11,669
Change+11,669
Value$596.9K
Filed 2026-11-04
Y-Intercept (Hong Kong) Ltd
NEW
Shares11,447
Change+11,447
Value$585.5K
Filed 2026-10-16
Watchman Group, Inc.
UNCHANGED
Shares11,380 from 11,380
Change0 (0%)
Value$582.1K (+$19.8K)
Filed 2026-10-16
WP Advisors, LLC
DECREASED
Shares11,371 from 13,097
Change-1,726 (-13%)
Value$581.6K (-$65.5K)
Filed 2026-10-22
Nautilus Advisors LLC
INCREASED
Shares11,035 from 6,550
Change+4,485 (+68%)
Value$564.4K (+$228.2K)
Filed 2026-10-07
Carnegie Investment Counsel
DECREASED
Shares11,000 from 11,072
Change-72 (-1%)
Value$562.7K (+$15.6K)
Filed 2026-10-20
Barclays PLC
INCREASED
Shares10,780 from 5,513
Change+5,267 (+96%)
Value$551.4K (+$279.0K)
Filed 2026-11-06
Phraction Management LLC
DECREASED
Shares10,401 from 11,091
Change-690 (-6%)
Value$532.0K (-$16.0K)
Filed 2026-10-14
Connecticut Wealth Management, LLC
DECREASED
Shares9,964 from 12,678
Change-2,714 (-21%)
Value$509.7K (-$116.8K)
Filed 2026-10-13
Meridian Investment Counsel Inc.
DECREASED
Shares9,938 from 20,583
Change-10,645 (-52%)
Value$508.3K (-$508.7K)
Filed 2026-10-14
VestGen Advisors, LLC
NEW
Shares9,651
Change+9,651
Value$493.6K
Filed 2026-10-27
Ashton Thomas Private Wealth, LLC
DECREASED
Shares9,535 from 9,574
Change-39 (0%)
Value$487.7K (+$14.7K)
Filed 2026-11-03
Sagespring Wealth Partners, LLC
DECREASED
Shares9,456 from 10,968
Change-1,512 (-14%)
Value$483.7K (-$58.3K)
Filed 2026-10-22
Larson Financial Group LLC
INCREASED
Shares8,602 from 6,927
Change+1,675 (+24%)
Value$440.0K (+$97.7K)
Filed 2026-11-05
Willow Creek Wealth Management Inc.
INCREASED
Shares8,597 from 8,587
Change+10 (+0%)
Value$439.8K (+$15.4K)
Filed 2026-10-26
Joseph P. Lucia & Associates, LLC
DECREASED
Shares8,461 from 8,463
Change-2 (0%)
Value$432.8K (+$14.6K)
Filed 2026-10-30
FinDec Wealth Services, Inc.
DECREASED
Shares8,427 from 9,109
Change-682 (-7%)
Value$431.0K (-$19.1K)
Filed 2026-10-30
Physician Wealth Advisors, Inc.
DECREASED
Shares8,402 from 8,467
Change-65 (-1%)
Value$429.8K (+$11.4K)
Filed 2026-10-20
Turtle Creek Wealth Advisors, LLC
NEW
Shares8,165
Change+8,165
Value$417.6K
Filed 2026-10-15
Manchester Capital Management LLC
UNCHANGED
Shares8,110 from 8,110
Change0 (0%)
Value$414.8K (+$14.1K)
Filed 2026-10-22
Sage Capital Management, LLC
DECREASED
Shares8,046 from 8,868
Change-822 (-9%)
Value$411.8K (-$26.6K)
Filed 2026-10-20
WealthSpring Partners, LLC
UNCHANGED
Shares8,039 from 8,039
Change0 (0%)
Value$411.2K (+$14.0K)
Filed 2026-10-14
TD Waterhouse Canada Inc.
DECREASED
Shares7,798 from 9,208
Change-1,410 (-15%)
Value$394.9K (-$65.3K)
Filed 2026-10-16
Wedmont Private Capital
DECREASED
Shares7,681 from 7,831
Change-150 (-2%)
Value$392.5K (-$9.5K)
Filed 2026-10-09
Clear Creek Financial Management, LLC
DECREASED
Shares7,614 from 8,234
Change-620 (-8%)
Value$389.4K (-$17.4K)
Filed 2026-10-28
Armor Investment Advisors, LLC
DECREASED
Shares7,610 from 10,504
Change-2,894 (-28%)
Value$389.3K (-$129.8K)
Filed 2026-10-27
KCM Investment Advisors LLC
UNCHANGED
Shares7,566 from 7,566
Change0 (0%)
Value$387.0K (+$13.2K)
Filed 2026-10-27
D.A. Davidson & Co.
INCREASED
Shares7,559 from 7,518
Change+41 (+1%)
Value$386.7K (+$15.2K)
Filed 2026-10-28
First Security Investment Management, Inc.
DECREASED
Shares7,438 from 7,468
Change-30 (0%)
Value$380.5K (+$11.5K)
Filed 2026-11-05
Harbor Investment Advisory, LLC
UNCHANGED
Shares7,309 from 7,309
Change0 (0%)
Value$373.9K (+$12.7K)
Filed 2026-10-13
Nations Financial Group Inc,
DECREASED
Shares7,238 from 7,287
Change-49 (-1%)
Value$370.2K (+$10.1K)
Filed 2026-11-05
Annex Advisory Services, LLC
DECREASED
Shares7,192 from 680,069
Change-672,877 (-99%)
Value$367.9K (-$33.2M)
Filed 2026-10-16
Advantage Trust Co
UNCHANGED
Shares7,140 from 7,140
Change0 (0%)
Value$365.2K (+$12.4K)
Filed 2026-10-19
Citizens Financial Group Inc
DECREASED
Shares7,053 from 34,313
Change-27,260 (-79%)
Value$360.8K (-$1.3M)
Filed 2026-10-23
Meridian Wealth Management, LLC
DECREASED
Shares6,826 from 7,081
Change-255 (-4%)
Value$349.2K (-$681)
Filed 2026-11-05
Jacobi Capital Management LLC
INCREASED
Shares6,795 from 6,733
Change+62 (+1%)
Value$347.6K (+$14.9K)
Filed 2026-11-05
Welch Group, LLC
UNCHANGED
Shares6,757 from 6,757
Change0 (0%)
Value$345.6K (+$11.8K)
Filed 2026-10-29
Balance Wealth Partners LLC
DECREASED
Shares6,439 from 7,304
Change-865 (-12%)
Value$329.4K (-$31.5K)
Filed 2026-10-27
Avior Wealth Management, LLC
INCREASED
Shares6,413 from 6,403
Change+10 (+0%)
Value$328.0K (+$11.7K)
Filed 2026-10-13
LaFleur & Godfrey LLC
INCREASED
Shares6,361 from 6,112
Change+249 (+4%)
Value$325.4K (+$23.4K)
Filed 2026-10-27
Creekside Partners
UNCHANGED
Shares6,360 from 6,360
Change0 (0%)
Value$325.3K (+$11.1K)
Filed 2026-11-04
Koshinski Asset Management, Inc.
DECREASED
Shares6,086 from 6,120
Change-34 (-1%)
Value$311.3K (+$8.9K)
Filed 2026-10-29
Caldwell Trust Co
DECREASED
Shares6,064 from 6,923
Change-859 (-12%)
Value$310.2K (-$31.9K)
Filed 2026-10-30
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares6,029 from 18,929
Change-12,900 (-68%)
Value$308 (-$133)
Filed 2026-11-02
US Bancorp \de\
DECREASED
Shares6,003 from 7,138
Change-1,135 (-16%)
Value$307.1K (-$45.6K)
Filed 2026-11-05
Primoris Wealth Advisors, LLC
UNCHANGED
Shares5,955 from 5,955
Change0 (0%)
Value$304.6K (+$10.4K)
Filed 2026-10-28
StoneX Group Inc.
NEW
Shares5,862
Change+5,862
Value$308.4K
Filed 2026-11-03
Paragon Private Wealth Management, LLC
DECREASED
Shares5,828 from 8,184
Change-2,356 (-29%)
Value$298.1K (-$106.3K)
Filed 2026-10-20
TPG Advisors LLC
DECREASED
Shares5,788 from 16,922
Change-11,134 (-66%)
Value$296.1K (-$540.0K)
Filed 2026-10-16
ALM First Financial Advisors, LLC
UNCHANGED
Shares5,568 from 5,568
Change0 (0%)
Value$284.8K (+$9.7K)
Filed 2026-10-13
Kraft, Davis & Associates, LLC
DECREASED
Shares5,562 from 6,466
Change-904 (-14%)
Value$299.3K (-$33.3K)
Filed 2026-10-21
Merit Financial Group, LLC
DECREASED
Shares5,457 from 9,148
Change-3,691 (-40%)
Value$279.1K (-$172.9K)
Filed 2026-11-06
International Assets Investment Management, LLC
INCREASED
Shares5,392 from 4,727
Change+665 (+14%)
Value$273.1K (+$36.9K)
Filed 2026-11-02
Buck Wealth Strategies, LLC
INCREASED
Shares5,370 from 4,578
Change+792 (+17%)
Value$274.7K (+$48.5K)
Filed 2026-10-28
Independent Financial Group, LLC
DECREASED
Shares5,323 from 5,482
Change-159 (-3%)
Value$272.3K (+$1.4K)
Filed 2026-10-13
Cutler Investment Counsel LLC
DECREASED
Shares5,313 from 5,930
Change-617 (-10%)
Value$271.8K (-$21.3K)
Filed 2026-10-28
Wedbush Securities Inc
INCREASED
Shares5,296 from 5,077
Change+219 (+4%)
Value$271 (-$250.7K)
Filed 2026-10-22
Caliber Wealth Management, LLC / KS
DECREASED
Shares5,202 from 5,226
Change-24 (0%)
Value$266.1K (+$7.9K)
Filed 2026-11-04
Traynor Capital Management, Inc.
DECREASED
Shares5,148 from 5,573
Change-425 (-8%)
Value$263.3K (-$12.1K)
Filed 2026-10-29
Montis Financial, LLC
DECREASED
Shares5,017 from 5,440
Change-423 (-8%)
Value$256.6K (-$12.2K)
Filed 2026-11-04
Laurel OAK Wealth Management, LLC
INCREASED
Shares5,011 from 5,010
Change+1 (+0%)
Value$256.3K (+$8.8K)
Filed 2026-10-19
Client 1ST Advisory Group, LLC
DECREASED
Shares4,842 from 4,950
Change-108 (-2%)
Value$247.7K (+$3.1K)
Filed 2026-10-19
Carrera Capital Advisors
DECREASED
Shares4,819 from 4,951
Change-132 (-3%)
Value$246.5K (+$1.9K)
Filed 2026-11-03
Acropolis Investment Management, LLC
UNCHANGED
Shares4,800 from 4,800
Change0 (0%)
Value$245.5K (+$8.4K)
Filed 2026-10-08
Carroll Advisory Group, LLC
UNCHANGED
Shares4,769 from 4,769
Change0 (0%)
Value$244.0K (+$8.3K)
Filed 2026-10-16
Flaharty Asset Management, LLC
UNCHANGED
Shares4,709 from 4,709
Change0 (0%)
Value$237.6K (-$6.7K)
Filed 2026-11-02
Jessup Wealth Management, Inc
NEW
Shares4,702
Change+4,702
Value$240.5K
Filed 2026-10-20
Prospera Financial Services Inc
NEW
Shares4,621
Change+4,621
Value$252.4K
Filed 2026-11-04
Patten Group, Inc.
NEW
Shares4,594
Change+4,594
Value$235.0K
Filed 2026-10-26
Great Lakes Retirement, Inc.
UNCHANGED
Shares4,424 from 4,424
Change0 (0%)
Value$226.3K (+$7.7K)
Filed 2026-10-26
First American Bank
DECREASED
Shares4,224 from 43,896
Change-39,672 (-90%)
Value$216.1K (-$2.0M)
Filed 2026-10-27
Focus Financial Network, Inc.
NEW
Shares4,045
Change+4,045
Value$206.9K
Filed 2026-10-14
Pinnacle Bancorp, Inc.
UNCHANGED
Shares3,835 from 3,835
Change0 (0%)
Value$196.2K (+$6.7K)
Filed 2026-10-21
Hilltop National Bank
UNCHANGED
Shares3,555 from 3,555
Change0 (0%)
Value$181.8K (+$6.2K)
Filed 2026-10-14
IFP Advisors, Inc
INCREASED
Shares3,417 from 2,936
Change+481 (+16%)
Value$174.8K (+$29.7K)
Filed 2026-10-16
Clearstead Trust, LLC
UNCHANGED
Shares3,400 from 3,400
Change0 (0%)
Value$173.9K (+$5.9K)
Filed 2026-11-06
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares3,311 from 3,311
Change0 (0%)
Value$169.4K (+$5.8K)
Filed 2026-10-27
AlphaCore Capital LLC
UNCHANGED
Shares3,017 from 3,017
Change0 (0%)
Value$154.3K (+$5.3K)
Filed 2026-11-04
Capital Investment Advisory Services, LLC
DECREASED
Shares2,981 from 3,472
Change-491 (-14%)
Value$152.5K (-$19.1K)
Filed 2026-10-30
Private Trust Co NA
DECREASED
Shares2,933 from 3,383
Change-450 (-13%)
Value$150.0K (-$17.1K)
Filed 2026-10-20
Peterson Wealth Services
UNCHANGED
Shares2,894 from 2,894
Change0 (0%)
Value$148.0K (+$5.0K)
Filed 2026-10-26
Y.D. More Investments Ltd
DECREASED
Shares2,705 from 7,584
Change-4,879 (-64%)
Value$138.4K (-$236.4K)
Filed 2026-11-02
Biltmore Family Office, LLC
UNCHANGED
Shares2,700 from 2,700
Change0 (0%)
Value$138.1K (+$4.7K)
Filed 2026-11-03
Blue Trust, Inc.
INCREASED
Shares2,575 from 2,532
Change+43 (+2%)
Value$131.7K (+$6.6K)
Filed 2026-10-15
Mascoma Wealth Management LLC
DECREASED
Shares2,221 from 3,471
Change-1,250 (-36%)
Value$113.6K (-$57.9K)
Filed 2026-10-23
Rossby Financial, LCC
NEW
Shares2,165
Change+2,165
Value$110.7K
Filed 2026-11-05
Montag A & Associates Inc
UNCHANGED
Shares2,120 from 2,120
Change0 (0%)
Value$108.4K (+$3.7K)
Filed 2026-10-29
FNY Investment Advisers, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$102 (+$4)
Filed 2026-10-16
Edgemoor Investment Advisors, Inc.
NEW
Shares1,986
Change+1,986
Value$101.6K
Filed 2026-11-03
Concord Wealth Partners
INCREASED
Shares1,944 from 1,941
Change+3 (+0%)
Value$99.4K (+$3.5K)
Filed 2026-11-02
Ashton Thomas Securities, LLC
NEW
Shares1,813
Change+1,813
Value$92.7K
Filed 2026-10-26
Aspect Partners, LLC
UNCHANGED
Shares1,758 from 1,758
Change0 (0%)
Value$89.9K (+$3.1K)
Filed 2026-10-20
Register Financial Advisors LLC
UNCHANGED
Shares1,585 from 1,585
Change0 (0%)
Value$81.1K (+$2.8K)
Filed 2026-10-23
Harbor Asset Planning, Inc.
DECREASED
Shares1,537 from 1,729
Change-192 (-11%)
Value$78.6K (-$6.9K)
Filed 2026-10-23
Activest Wealth Management
UNCHANGED
Shares1,501 from 1,501
Change0 (0%)
Value$76.8K (+$2.6K)
Filed 2026-10-15
Spire Wealth Management
DECREASED
Shares1,371 from 2,909
Change-1,538 (-53%)
Value$70.1K (-$73.6K)
Filed 2026-10-30
Clearstead Advisors, LLC
INCREASED
Shares1,257 from 633
Change+624 (+99%)
Value$64.3K (+$33.0K)
Filed 2026-11-06
Financial Perspectives, Inc
UNCHANGED
Shares1,146 from 1,146
Change0 (0%)
Value$58.6K (+$2.0K)
Filed 2026-11-03
Catherine Avery Investment Management LLC
UNCHANGED
Shares1,112 from 1,112
Change0 (0%)
Value$56.9K (+$1.9K)
Filed 2026-10-14
Next Level Wealth Planning, LLC
NEW
Shares1,050
Change+1,050
Value$53.7K
Filed 2026-10-29
Ameliora Wealth Management Ltd.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$51.2K (+$1.7K)
Filed 2026-10-23
GHP Investment Advisors, Inc.
UNCHANGED
Shares933 from 933
Change0 (0%)
Value$47.7K (+$1.6K)
Filed 2026-10-15
Rosenberg Matthew Hamilton
UNCHANGED
Shares889 from 889
Change0 (0%)
Value$45.5K (+$1.5K)
Filed 2026-10-05
Canton Hathaway, LLC
INCREASED
Shares867 from 834
Change+33 (+4%)
Value$44.3K (+$3.1K)
Filed 2026-10-23
Clean Yield Group
UNCHANGED
Shares840 from 840
Change0 (0%)
Value$43.0K (+$1.5K)
Filed 2026-10-28
Great Lakes Advisors, LLC
NEW
Shares804
Change+804
Value$41.1K
Filed 2026-11-06
Mainstream Capital Management LLC
NEW
Shares800
Change+800
Value$40.9K
Filed 2026-10-23
Assetmark, Inc
DECREASED
Shares740 from 1,058
Change-318 (-30%)
Value$37.9K (-$14.4K)
Filed 2026-10-21
Livelsberger Financial Advisory
NEW
Shares720
Change+720
Value$36.8K
Filed 2026-10-28
Key FInancial Inc
INCREASED
Shares716 from 715
Change+1 (+0%)
Value$36.6K (+$1.3K)
Filed 2026-11-02
RMG Wealth Management LLC
UNCHANGED
Shares660 from 660
Change0 (0%)
Value$36.0K (-$1.0K)
Filed 2026-10-26
Balentine LLC
UNCHANGED
Shares654 from 654
Change0 (0%)
Value$33.5K (+$1.1K)
Filed 2026-11-03
Westside Investment Management, Inc.
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$33.2K (+$1.1K)
Filed 2026-11-02
TD Private Client Wealth LLC
UNCHANGED
Shares647 from 647
Change0 (0%)
Value$33.1K (+$1.1K)
Filed 2026-10-28
William Mack & Associates, Inc.
NEW
Shares618
Change+618
Value$31.6K
Filed 2026-10-27
Ascentis Wealth Management, LLC
UNCHANGED
Shares610 from 610
Change0 (0%)
Value$31.2K (+$1.1K)
Filed 2026-11-03
Princeton Global Asset Management LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$30.7K (+$1.0K)
Filed 2026-10-21
Ascentis Independent Advisors
NEW
Shares584
Change+584
Value$29.9K
Filed 2026-11-03
Golden State Wealth Management, LLC
DECREASED
Shares550 from 580
Change-30 (-5%)
Value$28.1K (-$524)
Filed 2026-11-02
CoreCap Advisors, LLC
INCREASED
Shares546 from 504
Change+42 (+8%)
Value$28.0K (+$3.0K)
Filed 2026-10-08
Gamma Investing LLC
UNCHANGED
Shares516 from 516
Change0 (0%)
Value$26.4K (+$897)
Filed 2026-10-08
Country Trust Bank
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$23.0K (+$783)
Filed 2026-10-30
Compass Financial Management LLC
DECREASED
Shares385 from 389
Change-4 (-1%)
Value$19.7K (-$1.2K)
Filed 2026-10-30
Signaturefd, LLC
NEW
Shares375
Change+375
Value$19.2K
Filed 2026-10-23
Monetary Solutions, Ltd
UNCHANGED
Shares370 from 370
Change0 (0%)
Value$18.9K (+$644)
Filed 2026-10-22
North Star Investment Management Corp.
UNCHANGED
Shares360 from 360
Change0 (0%)
Value$18.4K (+$626)
Filed 2026-10-27
Pacifica Partners Inc.
UNCHANGED
Shares348 from 348
Change0 (0%)
Value$17.6K (-$435)
Filed 2026-10-09
Birch Financial Group, LLC
NEW
Shares343
Change+343
Value$17.5K
Filed 2026-10-27
Valley National Advisers Inc
UNCHANGED
Shares343 from 343
Change0 (0%)
Value$17.5K (+$597)
Filed 2026-10-23
Align Financial, LLC
UNCHANGED
Shares338 from 338
Change0 (0%)
Value$17.3K (+$588)
Filed 2026-10-16
Archer Investment Corp
DECREASED
Shares337 from 373
Change-36 (-10%)
Value$17.2K (-$1.2K)
Filed 2026-11-05
Bokf, NA
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$15.3K (+$522)
Filed 2026-10-27
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares299 from 299
Change0 (0%)
Value$15.3K (+$540)
Filed 2026-10-27
Sunrise Financial Services, LLC
UNCHANGED
Shares276 from 276
Change0 (0%)
Value$14.1K (+$480)
Filed 2026-10-21
Heritage Family Offices, LLP
NEW
Shares254
Change+254
Value$13.0K
Filed 2026-11-02
Albion Financial Group
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$12.3K (+$417)
Filed 2026-10-21
Capital Advisors, Ltd. LLC
UNCHANGED
Shares222 from 222
Change0 (0%)
Value$11 ($0)
Filed 2026-10-27
Mather Group, Llc.
DECREASED
Shares210 from 646
Change-436 (-67%)
Value$10.7K (-$21.2K)
Filed 2026-10-14
American National Bank & Trust
UNCHANGED
Shares205 from 205
Change0 (0%)
Value$10.5K (+$356)
Filed 2026-10-07
Gen-Wealth Partners Inc
UNCHANGED
Shares193 from 193
Change0 (0%)
Value$9.9K (+$336)
Filed 2026-11-04
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares189 from 189
Change0 (0%)
Value$9.7K (+$329)
Filed 2026-10-16
Cedar Mountain Advisors, LLC
INCREASED
Shares152 from 151
Change+1 (+1%)
Value$7.8K (+$275)
Filed 2026-10-15
Russell Investments Group, Ltd.
UNCHANGED
Shares144 from 144
Change0 (0%)
Value$7.4K (+$251)
Filed 2026-11-06
City State Bank
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$6.7K (+$227)
Filed 2026-10-20
Dhjj Financial Advisors, Ltd.
INCREASED
Shares126 from 125
Change+1 (+1%)
Value$6.4K (+$228)
Filed 2026-10-23
Rachor Investment Advisory Services, LLC
NEW
Shares123
Change+123
Value$6.3K
Filed 2026-10-29
First United Bank & Trust
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$6.1K (+$209)
Filed 2026-10-22
Central Pacific Bank - Trust Division
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$6.1K (+$209)
Filed 2026-10-06
Owl Creek Wealth Partners LLC
NEW
Shares100
Change+100
Value$5.1K
Filed 2026-10-20
Phillips Financial Management, LLC
DECREASED
Shares100 from 200
Change-100 (-50%)
Value$5.1K (-$4.8K)
Filed 2026-10-19
Realta Investment Advisors
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$5.1K (+$174)
Filed 2026-10-14
Costello Asset Management, Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$5.1K (+$174)
Filed 2026-10-30
Downshift Financial, LLC
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$4.9K (+$165)
Filed 2026-10-13
Holos Integrated Wealth LLC
NEW
Shares80
Change+80
Value$4.3K
Filed 2026-10-23
GK Wealth Management LLC
NEW
Shares67
Change+67
Value$3.4K
Filed 2026-10-09
Cdkv Holdings LLC
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$3.1K (+$112)
Filed 2026-10-28
IMG Wealth Management, Inc.
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$2.9K (+$101)
Filed 2026-10-27
Mondrian Investment Partners LTD
NEW
Shares41
Change+41
Value$2.2K
Filed 2026-10-23
Avion Wealth
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$1 ($0)
Filed 2026-11-04
Cape Investment Advisory, Inc.
INCREASED
Shares32 from 30
Change+2 (+7%)
Value$1.6K (+$155)
Filed 2026-10-13
Go Invest LLC
DECREASED
Shares24 from 25
Change-1 (-4%)
Value$1.2K (-$56)
Filed 2026-10-09
EverSource Wealth Advisors, LLC
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$1.2K (+$44)
Filed 2026-11-04
Signature Resources Capital Management, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$767 (+$26)
Filed 2026-10-16
Creative Capital Management Investments LLC
NEW
Shares10
Change+10
Value$512
Filed 2026-10-28
Kingdom Financial Group Llc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$61 (+$2)
Filed 2026-11-04
Redstone Wealth Management, LLC
CLOSED
Shares0 from 233,348
Change-233,348 (-100%)
Value$0 (-$11.5M)
Filed 2026-10-20
GFS Advisors, LLC
CLOSED
Shares0 from 206,251
Change-206,251 (-100%)
Value$0 (-$8.9K)
Filed 2026-11-03
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 77,986
Change-77,986 (-100%)
Value$0 (-$3.9M)
Filed 2026-10-21
Wesbanco Bank Inc
CLOSED
Shares0 from 30,566
Change-30,566 (-100%)
Value$0 (-$1.5M)
Filed 2026-11-04
Optimas Capital Ltd
CLOSED
Shares0 from 19,900
Change-19,900 (-100%)
Value$0 (-$983.3K)
Filed 2026-11-03
Brick & Kyle, Associates
CLOSED
Shares0 from 19,127
Change-19,127 (-100%)
Value$0 (-$1.0M)
Filed 2026-11-05
MSH Capital Advisors LLC
CLOSED
Shares0 from 12,728
Change-12,728 (-100%)
Value$0 (-$628.9K)
Filed 2026-11-03
PW Nova Financial Services LLC
CLOSED
Shares0 from 10,679
Change-10,679 (-100%)
Value$0 (-$527.6K)
Filed 2026-10-15
SAX Wealth Advisors, LLC
CLOSED
Shares0 from 10,083
Change-10,083 (-100%)
Value$0 (-$537.9K)
Filed 2026-10-13
Guilbault Capital LLC
CLOSED
Shares0 from 7,059
Change-7,059 (-100%)
Value$0 (-$348.8K)
Filed 2026-10-28
PFG Advisors
CLOSED
Shares0 from 5,235
Change-5,235 (-100%)
Value$0 (-$258.6K)
Filed 2026-10-16
BCV Asset Management Inc.
CLOSED
Shares0 from 4,342
Change-4,342 (-100%)
Value$0 (-$220.5K)
Filed 2026-11-06
Elevation Point Wealth Partners, LLC
CLOSED
Shares0 from 4,286
Change-4,286 (-100%)
Value$0 (-$211.8K)
Filed 2026-11-05
Finivi Inc.
CLOSED
Shares0 from 4,240
Change-4,240 (-100%)
Value$0 (-$209.5K)
Filed 2026-10-13
Bernardo Wealth Planning LLC
CLOSED
Shares0 from 4,188
Change-4,188 (-100%)
Value$0 (-$206.9K)
Filed 2026-10-23
McElhenny Sheffield Capital Management, LLC
CLOSED
Shares0 from 4,158
Change-4,158 (-100%)
Value$0 (-$205.4K)
Filed 2026-11-06
SeaCrest Wealth Management, LLC
CLOSED
Shares0 from 4,111
Change-4,111 (-100%)
Value$0 (-$203.1K)
Filed 2026-10-21
AdvisorNet Financial, Inc
CLOSED
Shares0 from 2,907
Change-2,907 (-100%)
Value$0 (-$143.7K)
Filed 2026-10-15
Security National Bank
CLOSED
Shares0 from 2,736
Change-2,736 (-100%)
Value$0 (-$135.2K)
Filed 2026-10-26
Salem Investment Counselors Inc
CLOSED
Shares0 from 2,399
Change-2,399 (-100%)
Value$0 (-$118.5K)
Filed 2026-10-13
Intesa Sanpaolo Wealth Management
CLOSED
Shares0 from 1,383
Change-1,383 (-100%)
Value$0 (-$68.3K)
Filed 2026-10-28
Tsfg, LLC
CLOSED
Shares0 from 900
Change-900 (-100%)
Value$0 (-$44)
Filed 2026-10-23
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 590
Change-590 (-100%)
Value$0 (-$29.2K)
Filed 2026-10-26
Hyposwiss Advisors SA
CLOSED
Shares0 from 550
Change-550 (-100%)
Value$0 (-$27.2K)
Filed 2026-10-26
Merrithew & Thorsten Inc
CLOSED
Shares0 from 459
Change-459 (-100%)
Value$0 (-$22)
Filed 2026-11-06
Tucker Asset Management LLC
CLOSED
Shares0 from 349
Change-349 (-100%)
Value$0 (-$17.2K)
Filed 2026-10-29
Centerpoint Advisors, LLC
CLOSED
Shares0 from 266
Change-266 (-100%)
Value$0 (-$13)
Filed 2026-11-05
Global Trust Asset Management, LLC
CLOSED
Shares0 from 150
Change-150 (-100%)
Value$0 (-$7.4K)
Filed 2026-10-19
Wolff Wiese Magana LLC
CLOSED
Shares0 from 120
Change-120 (-100%)
Value$0 (-$5.9K)
Filed 2026-10-15
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 102
Change-102 (-100%)
Value$0 (-$5.0K)
Filed 2026-10-16
Blueline Advisors LLC
CLOSED
Shares0 from 45
Change-45 (-100%)
Value$0 (-$2.9K)
Filed 2026-10-15
Gill Capital Partners, LLC
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$1.5K)
Filed 2026-10-13
Key Capital Management, Inc
CLOSED
Shares0 from 18
Change-18 (-100%)
Value$0 (-$889)
Filed 2026-11-03
Clark Wealth Partners
CLOSED
Shares0 from 0
Change0
Value$0 (-$1)
Filed 2026-10-19
Retirement Wealth Solutions LLC
UNCHANGED
Shares0 from 0
Change0
Value$17 ($0)
Filed 2026-10-07
Morgan Stanley
N/A
Shares— from 2,549,908
Change-2,549,908 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 2,513,300
Change-2,513,300 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,912,214
Change-1,912,214 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,136,070
Change-1,136,070 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 877,517
Change-877,517 (-100%)
Value—
UBS Group AG
N/A
Shares— from 869,222
Change-869,222 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 672,660
Change-672,660 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 667,627
Change-667,627 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 658,740
Change-658,740 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 621,621
Change-621,621 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 548,004
Change-548,004 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 419,481
Change-419,481 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 394,591
Change-394,591 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 376,493
Change-376,493 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 367,200
Change-367,200 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 356,119
Change-356,119 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 316,762
Change-316,762 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 278,094
Change-278,094 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 273,580
Change-273,580 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 250,020
Change-250,020 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 231,147
Change-231,147 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 226,567
Change-226,567 (-100%)
Value—
Sava Penzisko Drushtvo A.D. Skopje
N/A
Shares— from 198,379
Change-198,379 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 197,443
Change-197,443 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 179,007
Change-179,007 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 178,122
Change-178,122 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 170,933
Change-170,933 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 161,648
Change-161,648 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 154,893
Change-154,893 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 153,972
Change-153,972 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 149,105
Change-149,105 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 117,570
Change-117,570 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 116,624
Change-116,624 (-100%)
Value—
Blair William & Co
N/A
Shares— from 108,904
Change-108,904 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 103,983
Change-103,983 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 102,552
Change-102,552 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 99,693
Change-99,693 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 98,494
Change-98,494 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 96,571
Change-96,571 (-100%)
Value—
Quantitative Investment Management, LLC
N/A
Shares— from 93,677
Change-93,677 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 89,149
Change-89,149 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 86,557
Change-86,557 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 83,942
Change-83,942 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 75,655
Change-75,655 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 66,463
Change-66,463 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 63,754
Change-63,754 (-100%)
Value—
Cauble & Harre Wealth Management, Inc.
N/A
Shares— from 58,768
Change-58,768 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 56,760
Change-56,760 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 55,197
Change-55,197 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 53,559
Change-53,559 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 53,353
Change-53,353 (-100%)
Value—
Somerset Group LLC
N/A
Shares— from 52,231
Change-52,231 (-100%)
Value—
O'Connor Alternative Investments LLC
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
&partners
N/A
Shares— from 49,239
Change-49,239 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 44,958
Change-44,958 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 44,370
Change-44,370 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 42,783
Change-42,783 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 42,498
Change-42,498 (-100%)
Value—
Concord Investment Counsel Inc.
N/A
Shares— from 42,288
Change-42,288 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 41,500
Change-41,500 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 41,061
Change-41,061 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 40,948
Change-40,948 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 40,497
Change-40,497 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 39,617
Change-39,617 (-100%)
Value—
FMR LLC
N/A
Shares— from 36,151
Change-36,151 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 36,043
Change-36,043 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 35,868
Change-35,868 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 33,420
Change-33,420 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 33,273
Change-33,273 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 33,111
Change-33,111 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 31,811
Change-31,811 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 30,612
Change-30,612 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 30,091
Change-30,091 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 29,078
Change-29,078 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 28,147
Change-28,147 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 27,387
Change-27,387 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 26,346
Change-26,346 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 26,120
Change-26,120 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 25,909
Change-25,909 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 25,057
Change-25,057 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 24,266
Change-24,266 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 23,882
Change-23,882 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 23,055
Change-23,055 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 22,757
Change-22,757 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 21,126
Change-21,126 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 21,026
Change-21,026 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 20,831
Change-20,831 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 19,490
Change-19,490 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 19,052
Change-19,052 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 18,343
Change-18,343 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 17,764
Change-17,764 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 17,555
Change-17,555 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 17,145
Change-17,145 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 16,000
Change-16,000 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 15,199
Change-15,199 (-100%)
Value—
Paragon Financial Partners, Inc.
N/A
Shares— from 14,723
Change-14,723 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 14,164
Change-14,164 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 13,909
Change-13,909 (-100%)
Value—
Seven Fleet Capital Management LP
N/A
Shares— from 13,800
Change-13,800 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 13,373
Change-13,373 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 12,948
Change-12,948 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 12,604
Change-12,604 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 12,406
Change-12,406 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 12,127
Change-12,127 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 11,770
Change-11,770 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 11,721
Change-11,721 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 11,655
Change-11,655 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 11,533
Change-11,533 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 11,406
Change-11,406 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 11,315
Change-11,315 (-100%)
Value—
First Wilshire Securities Management Inc
N/A
Shares— from 11,300
Change-11,300 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 11,274
Change-11,274 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 11,241
Change-11,241 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 11,100
Change-11,100 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 10,970
Change-10,970 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 10,907
Change-10,907 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 10,874
Change-10,874 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 10,789
Change-10,789 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 10,435
Change-10,435 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 10,370
Change-10,370 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 10,355
Change-10,355 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 10,234
Change-10,234 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 10,170
Change-10,170 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 9,776
Change-9,776 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 9,753
Change-9,753 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 9,411
Change-9,411 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 9,290
Change-9,290 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 9,220
Change-9,220 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 8,934
Change-8,934 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 8,823
Change-8,823 (-100%)
Value—
Riverpoint Wealth Management Holdings, LLC
N/A
Shares— from 8,524
Change-8,524 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 8,496
Change-8,496 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 8,446
Change-8,446 (-100%)
Value—
Marathon Trading Investment Management LLC
N/A
Shares— from 8,392
Change-8,392 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 8,220
Change-8,220 (-100%)
Value—
Nwam LLC
N/A
Shares— from 8,153
Change-8,153 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 8,051
Change-8,051 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 7,957
Change-7,957 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 7,890
Change-7,890 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 7,780
Change-7,780 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 7,620
Change-7,620 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 7,456
Change-7,456 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 7,406
Change-7,406 (-100%)
Value—
Fox Hill Wealth Management
N/A
Shares— from 7,270
Change-7,270 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 7,200
Change-7,200 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 6,947
Change-6,947 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 6,893
Change-6,893 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 6,679
Change-6,679 (-100%)
Value—
Commerce Bank
N/A
Shares— from 6,662
Change-6,662 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 6,623
Change-6,623 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 6,498
Change-6,498 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 6,365
Change-6,365 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 6,350
Change-6,350 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 6,226
Change-6,226 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 6,172
Change-6,172 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 6,141
Change-6,141 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 6,099
Change-6,099 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 5,928
Change-5,928 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 5,900
Change-5,900 (-100%)
Value—
Stephens Inc
N/A
Shares— from 5,848
Change-5,848 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 5,675
Change-5,675 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 5,675
Change-5,675 (-100%)
Value—
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A
Shares— from 5,405
Change-5,405 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 5,304
Change-5,304 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 5,285
Change-5,285 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 5,263
Change-5,263 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 5,218
Change-5,218 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 5,121
Change-5,121 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 5,071
Change-5,071 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 5,023
Change-5,023 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 4,996
Change-4,996 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 4,944
Change-4,944 (-100%)
Value—
Adar1 Capital Management, LLC
N/A
Shares— from 4,900
Change-4,900 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 4,873
Change-4,873 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 4,836
Change-4,836 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 4,801
Change-4,801 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 4,743
Change-4,743 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 4,429
Change-4,429 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 4,419
Change-4,419 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 4,409
Change-4,409 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 4,286
Change-4,286 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 4,195
Change-4,195 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 4,072
Change-4,072 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 4,046
Change-4,046 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 3,900
Change-3,900 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 3,716
Change-3,716 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 3,688
Change-3,688 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 3,453
Change-3,453 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 2,931
Change-2,931 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,677
Change-2,677 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 2,610
Change-2,610 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 2,522
Change-2,522 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 2,416
Change-2,416 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 2,360
Change-2,360 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 2,177
Change-2,177 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 2,149
Change-2,149 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 1,894
Change-1,894 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 1,729
Change-1,729 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,637
Change-1,637 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,574
Change-1,574 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 1,558
Change-1,558 (-100%)
Value—
Brentview Investment Management LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1,455
Change-1,455 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,381
Change-1,381 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 1,380
Change-1,380 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,372
Change-1,372 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 1,310
Change-1,310 (-100%)
Value—
Quarry LP
N/A
Shares— from 1,280
Change-1,280 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 1,228
Change-1,228 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 1,220
Change-1,220 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
EFG International AG
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,158
Change-1,158 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 918
Change-918 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 900
Change-900 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 800
Change-800 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 756
Change-756 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 693
Change-693 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 630
Change-630 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 600
Change-600 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 546
Change-546 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 471
Change-471 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 461
Change-461 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 441
Change-441 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 362
Change-362 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 360
Change-360 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 357
Change-357 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 334
Change-334 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 210
Change-210 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 206
Change-206 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 205
Change-205 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 175
Change-175 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 172
Change-172 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 151
Change-151 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 128
Change-128 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 127
Change-127 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 126
Change-126 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 70
Change-70 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 61
Change-61 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 61
Change-61 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 47
Change-47 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 18
Change-18 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 12
Change-12 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 6
Change-6 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 0
Change0
Value—
Status
Citigroup Inc
INCREASED4,396,6492,119,844+2,276,805+107%$104.7M$224.9M+$120.1M2026-11-04
LPL Financial LLC
INCREASED1,190,1221,178,001+12,121+1%$58.2M$60.9M+$2.7M2026-11-06
Baker Avenue Asset Management, LP
INCREASED275,920250,115+25,805+10%$12.4M$14.1M+$1.8M2026-11-06
Congress Asset Management Co
NEW263,557—+263,557——$263.6K—2026-10-06
Wealth Enhancement Advisory Services, LLC
DECREASED176,814184,550-7,736-4%$9.5M$9.0M-$439.6K2026-10-13
Journey Advisory Group, LLC
INCREASED167,077134,066+33,011+25%$6.6M$8.5M+$1.9M2026-11-04
Commonwealth Equity Services, LLC
DECREASED162,700209,746-47,046-22%$10.4M$8.3M-$2.0M2026-11-02
Creative Financial Designs Inc
INCREASED136,472135,649+823+1%$6.7M$7.0M+$278.1K2026-11-04
Cumberland Advisors Inc
DECREASED127,270131,470-4,200-3%$6.5M$6.5M+$13.9K2026-10-30
Lynx Capital Group LTD
INCREASED125,820125,665+155+0%$6.2M$6.4M+$226.6K2026-11-04
Cannon Advisors, Inc.
INCREASED124,575114,080+10,495+9%$5.6M$6.6M+$948.9K2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED115,26095,487+19,773+21%$4.7M$5.9K-$4.7M2026-11-02
Altfest L J & Co Inc
DECREASED109,228157,345-48,117-31%$7.8M$5.6M-$2.2M2026-10-27
Arkansas Financial Group, Inc.
DECREASED93,824200,285-106,461-53%$9.9M$4.8M-$5.1M2026-10-26
Courier Capital LLC
NEW84,368—+84,368——$4.3M—2026-10-19
Valicenti Advisory Services Inc
DECREASED80,64593,753-13,108-14%$4.6K$4.1K-$5072026-10-23
Econ Financial Services Corp
NEW76,278—+76,278——$3.9M—2026-10-19
Gerber Kawasaki Wealth & Investment Management
DECREASED74,90084,282-9,382-11%$4.2M$3.8M-$333.2K2026-10-29
Means Investment Co., Inc.
DECREASED70,37480,072-9,698-12%$4.0M$3.6M-$356.7K2026-11-03
PNC Financial Services Group, Inc.
INCREASED68,32763,955+4,372+7%$3.2M$3.5M+$334.9K2026-11-06
Truist Financial Corp
INCREASED67,61659,753+7,863+13%$3.0M$3.5M+$506.2K2026-10-30
Kestra Advisory Services, LLC
INCREASED65,94364,790+1,153+2%$3.2M$3.4M+$171.7K2026-11-02
Segment Wealth Management, LLC
INCREASED58,88358,821+62+0%$2.9M$3.0M+$105.5K2026-10-26
Capital Asset Advisory Services LLC
DECREASED52,92253,719-797-1%$2.7M$2.9M+$249.5K2026-10-30
First Interstate Bank
DECREASED48,82850,622-1,794-4%$2.5M$2.5M-$3.7K2026-10-23
Diversified Enterprises, LLC
DECREASED48,08649,491-1,405-3%$2.4M$2.5M+$14.2K2026-10-19
Northstar Asset Management Co
DECREASED46,31047,760-1,450-3%$2.4M$2.5M+$74.9K2026-10-22
Columbus Macro, LLC
NEW44,671—+44,671——$2.3M—2026-10-14
Moneco Advisors, LLC
NEW44,376—+44,376——$2.3M—2026-11-05
Fisher Asset Management, LLC
DECREASED42,57953,213-10,634-20%$2.6M$2.2M-$451.3K2026-11-06
B. Riley Wealth Advisors, Inc.
DECREASED40,09844,262-4,164-9%$2.2M$2.1M-$191.7K2026-10-13
Creative Planning
INCREASED38,92537,348+1,577+4%$1.8M$2.0M+$145.7K2026-11-02
Robertson Stephens Wealth Management, LLC
INCREASED38,41931,341+7,078+23%$1.5M$2.0M+$416.6K2026-10-16
Chicago Partners Investment Group LLC
DECREASED35,48344,153-8,670-20%$2.2M$1.9M-$234.2K2026-10-27
Savant Capital, LLC
INCREASED33,51419,129+14,385+75%$1.0M$1.7M+$702.3K2026-11-06
Quattro Financial Advisors LLC
DECREASED33,09033,134-440%$1.6M$1.7M+$55.4K2026-10-15
Fifth Third Bancorp
INCREASED32,7553,563+29,192+819%$176.0K$1.7M+$1.5M2026-11-05
Baxter Bros Inc
NEW32,258—+32,258——$1.6M—2026-11-04
Integrated Advisors Network LLC
DECREASED31,98932,789-800-2%$1.6M$1.6M+$16.1K2026-10-20
Thompson Siegel & Walmsley LLC
NEW31,075—+31,075——$1.6M—2026-11-05
TCP Asset Management, LLC
DECREASED31,04332,692-1,649-5%$1.6M$1.6M-$49.2K2026-10-14
Institute for Wealth Management, Llc.
INCREASED29,56329,444+119+0%$1.5M$1.5M+$57.3K2026-11-06
MGO One Seven LLC
DECREASED27,83934,759-6,920-20%$1.7M$1.4M-$293.5K2026-10-28
Meitav Investment House LTD
UNCHANGED27,17827,17800%$1.3M$1.4M+$47.3K2026-10-28
Cambiar Investors LLC
NEW26,068—+26,068——$1.3M—2026-11-04
Apollon Financial, LLC
DECREASED25,81037,974-12,164-32%$1.9M$1.3M-$556.1K2026-10-23
Allworth Financial LP
UNCHANGED25,73025,73000%$1.3M$1.3M$02026-11-06
Bank of New York Mellon Corp
NEW25,525—+25,525——$1.3M—2026-11-05
J.W. Cole Advisors, Inc.
INCREASED25,50222,936+2,566+11%$1.1M$1.3M+$171.2K2026-11-05
Certified Advisory Corp
DECREASED24,87342,418-17,545-41%$2.1M$1.3M-$823.6K2026-10-29
Regions Financial Corp
UNCHANGED24,09924,09900%$1.2M$1.2M+$41.9K2026-11-05
Dynamic Advisor Solutions LLC
DECREASED23,24324,326-1,083-4%$1.2M$1.2M-$13.1K2026-10-13
Titiun Yejiel
UNCHANGED23,06323,06300%$1.1M$1.2M+$40.1K2026-11-06
Hazlett, Burt & Watson, Inc.
DECREASED22,84225,958-3,116-12%$627.7K$618.5K-$9.1K2026-11-04
High Point Wealth Management, LLC
DECREASED22,73923,190-451-2%$1.1M$1.2M+$17.3K2026-11-05
Dale Q Rice Investment Management Ltd
DECREASED22,67924,502-1,823-7%$1.2M$1.2M-$50.6K2026-10-09
Triangle Securities Wealth Management
UNCHANGED21,55221,55200%$1.1M$1.1M+$15.0K2026-10-14
Pacific Center for Financial Services
INCREASED21,09421,093+10%$1.0M$1.1M+$36.8K2026-10-15
Signature Estate & Investment Advisors LLC
DECREASED20,81830,445-9,627-32%$1.5M$1.1M-$439.5K2026-10-13
Simplex Trading, LLC
DECREASED20,70954,190-33,481-62%$2.7M$1.1M-$1.6M2026-11-04
Farther Finance Advisors, LLC
DECREASED20,40922,528-2,119-9%$1.1M$1.0M-$74.9K2026-10-08
Montecito Bank & Trust
DECREASED20,31420,582-268-1%$1.0M$1.0M+$22.1K2026-10-01
Pension & Wealth Management Advisors, Inc.
DECREASED20,20620,795-589-3%$1.0M$1.0M+$6.0K2026-10-16
BIP Wealth, LLC
DECREASED20,04121,518-1,477-7%$1.1M$1.0M-$38.1K2026-10-22
Live Oak Private Wealth LLC
DECREASED19,98421,577-1,593-7%$1.1M$1.0M-$43.9K2026-11-02
Pinnacle Associates LTD
DECREASED19,61523,495-3,880-17%$1.2M$1.0M-$157.6K2026-10-20
Cornerstone Wealth Management, LLC
DECREASED19,23520,915-1,680-8%$1.0M$983.9K-$49.5K2026-11-04
Kestra Private Wealth Services, LLC
DECREASED18,58919,808-1,219-6%$978.7K$950.8K-$27.9K2026-11-06
Moors & Cabot, Inc.
DECREASED18,15688,308-70,152-79%$4.4M$928.7K-$3.4M2026-11-06
Burke & Herbert Bank & Trust Co
UNCHANGED17,90017,90000%$884.4K$915.6K+$31.1K2026-11-02
Advus Financial Partners, LLC
INCREASED17,8136,652+11,161+168%$328.7K$911.1K+$582.4K2026-10-20
Apollon Wealth Management, LLC
DECREASED17,07017,259-189-1%$852.7K$873.1K+$20.4K2026-10-23
MCF Advisors LLC
UNCHANGED16,98516,98500%$839.2K$868.8K+$29.6K2026-10-28
Concurrent Investment Advisors, LLC
INCREASED16,77014,993+1,777+12%$740.8K$857.8K+$117.0K2026-10-16
Parallel Advisors, LLC
INCREASED16,67413,136+3,538+27%$649.1K$852.9K+$203.8K2026-11-03
Retirement Planning Co of New England, Inc.
INCREASED16,53716,487+50+0%$814.6K$845.9K+$31.2K2026-10-15
Integrity Alliance, Llc.
INCREASED16,49211,788+4,704+40%$582.5K$843.6K+$261.1K2026-10-29
Park Avenue Securities LLC
INCREASED16,26815,511+757+5%$766.0K$832-$765.2K2026-10-26
Cypress Asset Management Inc
DECREASED16,04217,710-1,668-9%$875.1K$820.5K-$54.5K2026-10-09
Cornerstone Advisory, LLC
INCREASED15,71211,716+3,996+34%$578.9K$803.7K+$224.8K2026-11-06
Spectrum Asset Management, Inc. (NB )
NEW15,680—+15,680——$802.0K—2026-10-19
Wisconsin Wealth Advisors, LLC
DECREASED15,64215,656-140%$773.6K$800.1K+$26.5K2026-10-08
Lido Advisors, LLC
INCREASED15,43713,809+1,628+12%$682.3K$789.6K+$107.3K2026-11-04
Venture Visionary Partners LLC
INCREASED15,31615,064+252+2%$744.3K$783.4K+$39.1K2026-10-07
Choreo, LLC
INCREASED14,35113,378+973+7%$669.1K$741.0K+$72.0K2026-10-28
Allspring Global Investments Holdings, LLC
NEW14,271—+14,271——$722.8K—2026-11-04
Glenview Trust Co
NEW14,258—+14,258——$729.3K—2026-10-28
Kingswood Wealth Advisors, LLC
DECREASED14,22315,654-1,431-9%$773.5K$727.5K-$46.0K2026-10-23
Sovran Advisors, LLC
DECREASED13,26713,553-286-2%$714.1K$738.8K+$24.7K2026-11-02
Stonebridge Financial Planning Group, LLC
DECREASED12,99121,993-9,002-41%$1.1M$664.5K-$422.2K2026-11-06
HB Wealth Management, LLC
INCREASED12,84011,737+1,103+9%$579.9K$656.8K+$76.8K2026-10-23
Brookstone Capital Management
DECREASED12,82115,400-2,579-17%$760.9K$655.8K-$105.1K2026-10-22
Variant Private Wealth, LLC
INCREASED12,60212,123+479+4%$599.0K$644.6K+$45.6K2026-10-21
Sowell Financial Services LLC
INCREASED12,5068,566+3,940+46%$423.2K$639.7K+$216.4K2026-10-23
Aafmaa Wealth Management & Trust LLC
INCREASED12,32812,186+142+1%$602.1K$630.6K+$28.5K2026-10-14
Sigma Planning Corp
INCREASED12,16711,442+725+6%$565.3K$623.9K+$58.6K2026-10-23
Oppenheimer & Co Inc
INCREASED12,0717,521+4,550+61%$371.6K$617.4K+$245.8K2026-10-26
Lanark Financial, Inc.
DECREASED11,96712,611-644-5%$623.1K$612.1K-$11.0K2026-10-26
Guerra PAN Advisors, LLC
DECREASED11,81211,962-150-1%$591.0K$635.0K+$44.0K2026-10-26
Journey Beyond Wealth, LLC
NEW11,669—+11,669——$596.9K—2026-11-04
Y-Intercept (Hong Kong) Ltd
NEW11,447—+11,447——$585.5K—2026-10-16
Watchman Group, Inc.
UNCHANGED11,38011,38000%$562.3K$582.1K+$19.8K2026-10-16
WP Advisors, LLC
DECREASED11,37113,097-1,726-13%$647.1K$581.6K-$65.5K2026-10-22
Nautilus Advisors LLC
INCREASED11,0356,550+4,485+68%$336.3K$564.4K+$228.2K2026-10-07
Carnegie Investment Counsel
DECREASED11,00011,072-72-1%$547.1K$562.7K+$15.6K2026-10-20
Barclays PLC
INCREASED10,7805,513+5,267+96%$272.4K$551.4K+$279.0K2026-11-06
Phraction Management LLC
DECREASED10,40111,091-690-6%$548.0K$532.0K-$16.0K2026-10-14
Connecticut Wealth Management, LLC
DECREASED9,96412,678-2,714-21%$626.4K$509.7K-$116.8K2026-10-13
Meridian Investment Counsel Inc.
DECREASED9,93820,583-10,645-52%$1.0M$508.3K-$508.7K2026-10-14
VestGen Advisors, LLC
NEW9,651—+9,651——$493.6K—2026-10-27
Ashton Thomas Private Wealth, LLC
DECREASED9,5359,574-390%$473.1K$487.7K+$14.7K2026-11-03
Sagespring Wealth Partners, LLC
DECREASED9,45610,968-1,512-14%$541.9K$483.7K-$58.3K2026-10-22
Larson Financial Group LLC
INCREASED8,6026,927+1,675+24%$342.3K$440.0K+$97.7K2026-11-05
Willow Creek Wealth Management Inc.
INCREASED8,5978,587+10+0%$424.3K$439.8K+$15.4K2026-10-26
Joseph P. Lucia & Associates, LLC
DECREASED8,4618,463-20%$418.2K$432.8K+$14.6K2026-10-30
FinDec Wealth Services, Inc.
DECREASED8,4279,109-682-7%$450.1K$431.0K-$19.1K2026-10-30
Physician Wealth Advisors, Inc.
DECREASED8,4028,467-65-1%$418.4K$429.8K+$11.4K2026-10-20
Turtle Creek Wealth Advisors, LLC
NEW8,165—+8,165——$417.6K—2026-10-15
Manchester Capital Management LLC
UNCHANGED8,1108,11000%$400.7K$414.8K+$14.1K2026-10-22
Sage Capital Management, LLC
DECREASED8,0468,868-822-9%$438.4K$411.8K-$26.6K2026-10-20
WealthSpring Partners, LLC
UNCHANGED8,0398,03900%$397.2K$411.2K+$14.0K2026-10-14
TD Waterhouse Canada Inc.
DECREASED7,7989,208-1,410-15%$460.2K$394.9K-$65.3K2026-10-16
Wedmont Private Capital
DECREASED7,6817,831-150-2%$402.0K$392.5K-$9.5K2026-10-09
Clear Creek Financial Management, LLC
DECREASED7,6148,234-620-8%$406.8K$389.4K-$17.4K2026-10-28
Armor Investment Advisors, LLC
DECREASED7,61010,504-2,894-28%$519.0K$389.3K-$129.8K2026-10-27
KCM Investment Advisors LLC
UNCHANGED7,5667,56600%$373.8K$387.0K+$13.2K2026-10-27
D.A. Davidson & Co.
INCREASED7,5597,518+41+1%$371.5K$386.7K+$15.2K2026-10-28
First Security Investment Management, Inc.
DECREASED7,4387,468-300%$369.0K$380.5K+$11.5K2026-11-05
Harbor Investment Advisory, LLC
UNCHANGED7,3097,30900%$361.1K$373.9K+$12.7K2026-10-13
Nations Financial Group Inc,
DECREASED7,2387,287-49-1%$360.1K$370.2K+$10.1K2026-11-05
Annex Advisory Services, LLC
DECREASED7,192680,069-672,877-99%$33.6M$367.9K-$33.2M2026-10-16
Advantage Trust Co
UNCHANGED7,1407,14000%$352.8K$365.2K+$12.4K2026-10-19
Citizens Financial Group Inc
DECREASED7,05334,313-27,260-79%$1.7M$360.8K-$1.3M2026-10-23
Meridian Wealth Management, LLC
DECREASED6,8267,081-255-4%$349.9K$349.2K-$6812026-11-05
Jacobi Capital Management LLC
INCREASED6,7956,733+62+1%$332.7K$347.6K+$14.9K2026-11-05
Welch Group, LLC
UNCHANGED6,7576,75700%$333.9K$345.6K+$11.8K2026-10-29
Balance Wealth Partners LLC
DECREASED6,4397,304-865-12%$360.9K$329.4K-$31.5K2026-10-27
Avior Wealth Management, LLC
INCREASED6,4136,403+10+0%$316.4K$328.0K+$11.7K2026-10-13
LaFleur & Godfrey LLC
INCREASED6,3616,112+249+4%$302.0K$325.4K+$23.4K2026-10-27
Creekside Partners
UNCHANGED6,3606,36000%$314.2K$325.3K+$11.1K2026-11-04
Koshinski Asset Management, Inc.
DECREASED6,0866,120-34-1%$302.4K$311.3K+$8.9K2026-10-29
Caldwell Trust Co
DECREASED6,0646,923-859-12%$342.1K$310.2K-$31.9K2026-10-30
Harel Insurance Investments & Financial Services Ltd.
DECREASED6,02918,929-12,900-68%$441$308-$1332026-11-02
US Bancorp \de\
DECREASED6,0037,138-1,135-16%$352.7K$307.1K-$45.6K2026-11-05
Primoris Wealth Advisors, LLC
UNCHANGED5,9555,95500%$294.2K$304.6K+$10.4K2026-10-28
StoneX Group Inc.
NEW5,862—+5,862——$308.4K—2026-11-03
Paragon Private Wealth Management, LLC
DECREASED5,8288,184-2,356-29%$404.4K$298.1K-$106.3K2026-10-20
TPG Advisors LLC
DECREASED5,78816,922-11,134-66%$836.1K$296.1K-$540.0K2026-10-16
ALM First Financial Advisors, LLC
UNCHANGED5,5685,56800%$275.1K$284.8K+$9.7K2026-10-13
Kraft, Davis & Associates, LLC
DECREASED5,5626,466-904-14%$332.5K$299.3K-$33.3K2026-10-21
Merit Financial Group, LLC
DECREASED5,4579,148-3,691-40%$452.0K$279.1K-$172.9K2026-11-06
International Assets Investment Management, LLC
INCREASED5,3924,727+665+14%$236.2K$273.1K+$36.9K2026-11-02
Buck Wealth Strategies, LLC
INCREASED5,3704,578+792+17%$226.2K$274.7K+$48.5K2026-10-28
Independent Financial Group, LLC
DECREASED5,3235,482-159-3%$270.9K$272.3K+$1.4K2026-10-13
Cutler Investment Counsel LLC
DECREASED5,3135,930-617-10%$293.0K$271.8K-$21.3K2026-10-28
Wedbush Securities Inc
INCREASED5,2965,077+219+4%$251.0K$271-$250.7K2026-10-22
Caliber Wealth Management, LLC / KS
DECREASED5,2025,226-240%$258.2K$266.1K+$7.9K2026-11-04
Traynor Capital Management, Inc.
DECREASED5,1485,573-425-8%$275.4K$263.3K-$12.1K2026-10-29
Montis Financial, LLC
DECREASED5,0175,440-423-8%$268.8K$256.6K-$12.2K2026-11-04
Laurel OAK Wealth Management, LLC
INCREASED5,0115,010+1+0%$247.5K$256.3K+$8.8K2026-10-19
Client 1ST Advisory Group, LLC
DECREASED4,8424,950-108-2%$244.6K$247.7K+$3.1K2026-10-19
Carrera Capital Advisors
DECREASED4,8194,951-132-3%$244.6K$246.5K+$1.9K2026-11-03
Acropolis Investment Management, LLC
UNCHANGED4,8004,80000%$237.2K$245.5K+$8.4K2026-10-08
Carroll Advisory Group, LLC
UNCHANGED4,7694,76900%$235.7K$244.0K+$8.3K2026-10-16
Flaharty Asset Management, LLC
UNCHANGED4,7094,70900%$244.3K$237.6K-$6.7K2026-11-02
Jessup Wealth Management, Inc
NEW4,702—+4,702——$240.5K—2026-10-20
Prospera Financial Services Inc
NEW4,621—+4,621——$252.4K—2026-11-04
Patten Group, Inc.
NEW4,594—+4,594——$235.0K—2026-10-26
Great Lakes Retirement, Inc.
UNCHANGED4,4244,42400%$218.6K$226.3K+$7.7K2026-10-26
First American Bank
DECREASED4,22443,896-39,672-90%$2.2M$216.1K-$2.0M2026-10-27
Focus Financial Network, Inc.
NEW4,045—+4,045——$206.9K—2026-10-14
Pinnacle Bancorp, Inc.
UNCHANGED3,8353,83500%$189.5K$196.2K+$6.7K2026-10-21
Hilltop National Bank
UNCHANGED3,5553,55500%$175.7K$181.8K+$6.2K2026-10-14
IFP Advisors, Inc
INCREASED3,4172,936+481+16%$145.1K$174.8K+$29.7K2026-10-16
Clearstead Trust, LLC
UNCHANGED3,4003,40000%$168.0K$173.9K+$5.9K2026-11-06
Cassaday & Co Wealth Management LLC
UNCHANGED3,3113,31100%$163.6K$169.4K+$5.8K2026-10-27
AlphaCore Capital LLC
UNCHANGED3,0173,01700%$149.1K$154.3K+$5.3K2026-11-04
Capital Investment Advisory Services, LLC
DECREASED2,9813,472-491-14%$171.5K$152.5K-$19.1K2026-10-30
Private Trust Co NA
DECREASED2,9333,383-450-13%$167.2K$150.0K-$17.1K2026-10-20
Peterson Wealth Services
UNCHANGED2,8942,89400%$143.0K$148.0K+$5.0K2026-10-26
Y.D. More Investments Ltd
DECREASED2,7057,584-4,879-64%$374.7K$138.4K-$236.4K2026-11-02
Biltmore Family Office, LLC
UNCHANGED2,7002,70000%$133.4K$138.1K+$4.7K2026-11-03
Blue Trust, Inc.
INCREASED2,5752,532+43+2%$125.1K$131.7K+$6.6K2026-10-15
Mascoma Wealth Management LLC
DECREASED2,2213,471-1,250-36%$171.5K$113.6K-$57.9K2026-10-23
Rossby Financial, LCC
NEW2,165—+2,165——$110.7K—2026-11-05
Montag A & Associates Inc
UNCHANGED2,1202,12000%$104.8K$108.4K+$3.7K2026-10-29
FNY Investment Advisers, LLC
UNCHANGED2,0002,00000%$98$102+$42026-10-16
Edgemoor Investment Advisors, Inc.
NEW1,986—+1,986——$101.6K—2026-11-03
Concord Wealth Partners
INCREASED1,9441,941+3+0%$95.9K$99.4K+$3.5K2026-11-02
Ashton Thomas Securities, LLC
NEW1,813—+1,813——$92.7K—2026-10-26
Aspect Partners, LLC
UNCHANGED1,7581,75800%$86.9K$89.9K+$3.1K2026-10-20
Register Financial Advisors LLC
UNCHANGED1,5851,58500%$78.3K$81.1K+$2.8K2026-10-23
Harbor Asset Planning, Inc.
DECREASED1,5371,729-192-11%$85.5K$78.6K-$6.9K2026-10-23
Activest Wealth Management
UNCHANGED1,5011,50100%$74.2K$76.8K+$2.6K2026-10-15
Spire Wealth Management
DECREASED1,3712,909-1,538-53%$143.7K$70.1K-$73.6K2026-10-30
Clearstead Advisors, LLC
INCREASED1,257633+624+99%$31.3K$64.3K+$33.0K2026-11-06
Financial Perspectives, Inc
UNCHANGED1,1461,14600%$56.6K$58.6K+$2.0K2026-11-03
Catherine Avery Investment Management LLC
UNCHANGED1,1121,11200%$54.9K$56.9K+$1.9K2026-10-14
Next Level Wealth Planning, LLC
NEW1,050—+1,050——$53.7K—2026-10-29
Ameliora Wealth Management Ltd.
UNCHANGED1,0001,00000%$49.4K$51.2K+$1.7K2026-10-23
GHP Investment Advisors, Inc.
UNCHANGED93393300%$46.1K$47.7K+$1.6K2026-10-15
Rosenberg Matthew Hamilton
UNCHANGED88988900%$43.9K$45.5K+$1.5K2026-10-05
Canton Hathaway, LLC
INCREASED867834+33+4%$41.2K$44.3K+$3.1K2026-10-23
Clean Yield Group
UNCHANGED84084000%$41.5K$43.0K+$1.5K2026-10-28
Great Lakes Advisors, LLC
NEW804—+804——$41.1K—2026-11-06
Mainstream Capital Management LLC
NEW800—+800——$40.9K—2026-10-23
Assetmark, Inc
DECREASED7401,058-318-30%$52.3K$37.9K-$14.4K2026-10-21
Livelsberger Financial Advisory
NEW720—+720——$36.8K—2026-10-28
Key FInancial Inc
INCREASED716715+1+0%$35.3K$36.6K+$1.3K2026-11-02
RMG Wealth Management LLC
UNCHANGED66066000%$37.0K$36.0K-$1.0K2026-10-26
Balentine LLC
UNCHANGED65465400%$32.3K$33.5K+$1.1K2026-11-03
Westside Investment Management, Inc.
UNCHANGED65065000%$32.1K$33.2K+$1.1K2026-11-02
TD Private Client Wealth LLC
UNCHANGED64764700%$32.0K$33.1K+$1.1K2026-10-28
William Mack & Associates, Inc.
NEW618—+618——$31.6K—2026-10-27
Ascentis Wealth Management, LLC
UNCHANGED61061000%$30.1K$31.2K+$1.1K2026-11-03
Princeton Global Asset Management LLC
UNCHANGED60060000%$29.6K$30.7K+$1.0K2026-10-21
Ascentis Independent Advisors
NEW584—+584——$29.9K—2026-11-03
Golden State Wealth Management, LLC
DECREASED550580-30-5%$28.7K$28.1K-$5242026-11-02
CoreCap Advisors, LLC
INCREASED546504+42+8%$24.9K$28.0K+$3.0K2026-10-08
Gamma Investing LLC
UNCHANGED51651600%$25.5K$26.4K+$8972026-10-08
Country Trust Bank
UNCHANGED45045000%$22.2K$23.0K+$7832026-10-30
Compass Financial Management LLC
DECREASED385389-4-1%$20.9K$19.7K-$1.2K2026-10-30
Signaturefd, LLC
NEW375—+375——$19.2K—2026-10-23
Monetary Solutions, Ltd
UNCHANGED37037000%$18.3K$18.9K+$6442026-10-22
North Star Investment Management Corp.
UNCHANGED36036000%$17.8K$18.4K+$6262026-10-27
Pacifica Partners Inc.
UNCHANGED34834800%$18.1K$17.6K-$4352026-10-09
Birch Financial Group, LLC
NEW343—+343——$17.5K—2026-10-27
Valley National Advisers Inc
UNCHANGED34334300%$17.0K$17.5K+$5972026-10-23
Align Financial, LLC
UNCHANGED33833800%$16.7K$17.3K+$5882026-10-16
Archer Investment Corp
DECREASED337373-36-10%$18.4K$17.2K-$1.2K2026-11-05
Bokf, NA
UNCHANGED30030000%$14.8K$15.3K+$5222026-10-27
Comprehensive Financial Planning, Inc.
UNCHANGED29929900%$14.8K$15.3K+$5402026-10-27
Sunrise Financial Services, LLC
UNCHANGED27627600%$13.6K$14.1K+$4802026-10-21
Heritage Family Offices, LLP
NEW254—+254——$13.0K—2026-11-02
Albion Financial Group
UNCHANGED24024000%$11.9K$12.3K+$4172026-10-21
Capital Advisors, Ltd. LLC
UNCHANGED22222200%$11$11$02026-10-27
Mather Group, Llc.
DECREASED210646-436-67%$31.9K$10.7K-$21.2K2026-10-14
American National Bank & Trust
UNCHANGED20520500%$10.1K$10.5K+$3562026-10-07
Gen-Wealth Partners Inc
UNCHANGED19319300%$9.5K$9.9K+$3362026-11-04
DiNuzzo Private Wealth, Inc.
UNCHANGED18918900%$9.3K$9.7K+$3292026-10-16
Cedar Mountain Advisors, LLC
INCREASED152151+1+1%$7.5K$7.8K+$2752026-10-15
Russell Investments Group, Ltd.
UNCHANGED14414400%$7.1K$7.4K+$2512026-11-06
City State Bank
UNCHANGED13013000%$6.4K$6.7K+$2272026-10-20
Dhjj Financial Advisors, Ltd.
INCREASED126125+1+1%$6.2K$6.4K+$2282026-10-23
Rachor Investment Advisory Services, LLC
NEW123—+123——$6.3K—2026-10-29
First United Bank & Trust
UNCHANGED12012000%$5.9K$6.1K+$2092026-10-22
Central Pacific Bank - Trust Division
UNCHANGED12012000%$5.9K$6.1K+$2092026-10-06
Owl Creek Wealth Partners LLC
NEW100—+100——$5.1K—2026-10-20
Phillips Financial Management, LLC
DECREASED100200-100-50%$9.9K$5.1K-$4.8K2026-10-19
Realta Investment Advisors
UNCHANGED10010000%$4.9K$5.1K+$1742026-10-14
Costello Asset Management, Inc
UNCHANGED10010000%$4.9K$5.1K+$1742026-10-30
Downshift Financial, LLC
UNCHANGED959500%$4.7K$4.9K+$1652026-10-13
Holos Integrated Wealth LLC
NEW80—+80——$4.3K—2026-10-23
GK Wealth Management LLC
NEW67—+67——$3.4K—2026-10-09
Cdkv Holdings LLC
UNCHANGED616100%$3.0K$3.1K+$1122026-10-28
IMG Wealth Management, Inc.
UNCHANGED565600%$2.8K$2.9K+$1012026-10-27
Mondrian Investment Partners LTD
NEW41—+41——$2.2K—2026-10-23
Avion Wealth
UNCHANGED383800%$1$1$02026-11-04
Cape Investment Advisory, Inc.
INCREASED3230+2+7%$1.5K$1.6K+$1552026-10-13
Go Invest LLC
DECREASED2425-1-4%$1.3K$1.2K-$562026-10-09
EverSource Wealth Advisors, LLC
UNCHANGED242400%$1.2K$1.2K+$442026-11-04
Signature Resources Capital Management, LLC
UNCHANGED151500%$741$767+$262026-10-16
Creative Capital Management Investments LLC
NEW10—+10——$512—2026-10-28
Kingdom Financial Group Llc.
UNCHANGED1100%$59$61+$22026-11-04
Redstone Wealth Management, LLC
CLOSED0233,348-233,348-100%$11.5M$0-$11.5M2026-10-20
GFS Advisors, LLC
CLOSED0206,251-206,251-100%$8.9K$0-$8.9K2026-11-03
Axxcess Wealth Management, LLC
CLOSED077,986-77,986-100%$3.9M$0-$3.9M2026-10-21
Wesbanco Bank Inc
CLOSED030,566-30,566-100%$1.5M$0-$1.5M2026-11-04
Optimas Capital Ltd
CLOSED019,900-19,900-100%$983.3K$0-$983.3K2026-11-03
Brick & Kyle, Associates
CLOSED019,127-19,127-100%$1.0M$0-$1.0M2026-11-05
MSH Capital Advisors LLC
CLOSED012,728-12,728-100%$628.9K$0-$628.9K2026-11-03
PW Nova Financial Services LLC
CLOSED010,679-10,679-100%$527.6K$0-$527.6K2026-10-15
SAX Wealth Advisors, LLC
CLOSED010,083-10,083-100%$537.9K$0-$537.9K2026-10-13
Guilbault Capital LLC
CLOSED07,059-7,059-100%$348.8K$0-$348.8K2026-10-28
PFG Advisors
CLOSED05,235-5,235-100%$258.6K$0-$258.6K2026-10-16
BCV Asset Management Inc.
CLOSED04,342-4,342-100%$220.5K$0-$220.5K2026-11-06
Elevation Point Wealth Partners, LLC
CLOSED04,286-4,286-100%$211.8K$0-$211.8K2026-11-05
Finivi Inc.
CLOSED04,240-4,240-100%$209.5K$0-$209.5K2026-10-13
Bernardo Wealth Planning LLC
CLOSED04,188-4,188-100%$206.9K$0-$206.9K2026-10-23
McElhenny Sheffield Capital Management, LLC
CLOSED04,158-4,158-100%$205.4K$0-$205.4K2026-11-06
SeaCrest Wealth Management, LLC
CLOSED04,111-4,111-100%$203.1K$0-$203.1K2026-10-21
AdvisorNet Financial, Inc
CLOSED02,907-2,907-100%$143.7K$0-$143.7K2026-10-15
Security National Bank
CLOSED02,736-2,736-100%$135.2K$0-$135.2K2026-10-26
Salem Investment Counselors Inc
CLOSED02,399-2,399-100%$118.5K$0-$118.5K2026-10-13
Intesa Sanpaolo Wealth Management
CLOSED01,383-1,383-100%$68.3K$0-$68.3K2026-10-28
Tsfg, LLC
CLOSED0900-900-100%$44$0-$442026-10-23
Commonwealth Retirement Investments LLC
CLOSED0590-590-100%$29.2K$0-$29.2K2026-10-26
Hyposwiss Advisors SA
CLOSED0550-550-100%$27.2K$0-$27.2K2026-10-26
Merrithew & Thorsten Inc
CLOSED0459-459-100%$22$0-$222026-11-06
Tucker Asset Management LLC
CLOSED0349-349-100%$17.2K$0-$17.2K2026-10-29
Centerpoint Advisors, LLC
CLOSED0266-266-100%$13$0-$132026-11-05
Global Trust Asset Management, LLC
CLOSED0150-150-100%$7.4K$0-$7.4K2026-10-19
Wolff Wiese Magana LLC
CLOSED0120-120-100%$5.9K$0-$5.9K2026-10-15
Halbert Hargrove Global Advisors, LLC
CLOSED0102-102-100%$5.0K$0-$5.0K2026-10-16
Blueline Advisors LLC
CLOSED045-45-100%$2.9K$0-$2.9K2026-10-15
Gill Capital Partners, LLC
CLOSED030-30-100%$1.5K$0-$1.5K2026-10-13
Key Capital Management, Inc
CLOSED018-18-100%$889$0-$8892026-11-03
Clark Wealth Partners
CLOSED000—$1$0-$12026-10-19
Retirement Wealth Solutions LLC
UNCHANGED000—$17$17$02026-10-07
Morgan Stanley
N/A—2,549,908-2,549,908-100%$126.0M———
Two Sigma Investments, LP
N/A—2,513,300-2,513,300-100%$124.2M———
Bank of America Corp
N/A—1,912,214-1,912,214-100%$94.5M———
Royal Bank of Canada
N/A—1,136,070-1,136,070-100%$56.1M———
Wells Fargo & Company
N/A—877,517-877,517-100%$43.4M———
UBS Group AG
N/A—869,222-869,222-100%$42.9M———
Raymond James Financial Inc
N/A—672,660-672,660-100%$33.2M———
D. E. Shaw & Co., Inc.
N/A—667,627-667,627-100%$33.0M———
Envestnet Asset Management Inc
N/A—658,740-658,740-100%$32.5M———
Marshall Wace, LLP
N/A—621,621-621,621-100%$30.7M———
Goldman Sachs Group Inc
N/A—548,004-548,004-100%$27.1M———
RiverFront Investment Group, LLC
N/A—419,481-419,481-100%$20.7M———
Federation des caisses Desjardins du Quebec
N/A—394,591-394,591-100%$19.5M———
Kingsview Wealth Management, LLC
N/A—376,493-376,493-100%$18.6M———
TD Asset Management Inc
N/A—367,200-367,200-100%$18.1M———
Ameriprise Financial Inc
N/A—356,119-356,119-100%$17.6M———
Susquehanna International Group, LLP
N/A—316,762-316,762-100%$15.7M———
Whittier Trust Co
N/A—278,094-278,094-100%$14.5M———
Wharton Business Group, LLC
N/A—273,580-273,580-100%$13.5M———
Millennium Management LLC
N/A—250,020-250,020-100%$12.4M———
Hamilton Wealth, LLC
N/A—231,147-231,147-100%$11.4M———
Cetera Investment Advisers
N/A—226,567-226,567-100%$11.2M———
Sava Penzisko Drushtvo A.D. Skopje
N/A—198,379-198,379-100%$9.1M———
HighTower Advisors, LLC
N/A—197,443-197,443-100%$9.8M———
Osaic Holdings, Inc.
N/A—179,007-179,007-100%$8.8M———
Point72 Asset Management, L.P.
N/A—178,122-178,122-100%$8.8M———
MML Investors Services, LLC
N/A—170,933-170,933-100%$8.4M———
Jones Financial Companies Lllp
N/A—161,648-161,648-100%$8.2M———
Baird Financial Group, Inc.
N/A—154,893-154,893-100%$7.7M———
Mercer Global Advisors Inc
N/A—153,972-153,972-100%$7.6M———
JPMorgan Chase & Co
N/A—149,105-149,105-100%$7.6M———
Whittier Trust Co of Nevada Inc
N/A—117,570-117,570-100%$6.1M———
Anchor Investment Management, LLC
N/A—116,624-116,624-100%$5.8M———
Blair William & Co
N/A—108,904-108,904-100%$5.4M———
Equitable Holdings, Inc.
N/A—103,983-103,983-100%$5.1M———
Janney Montgomery Scott LLC
N/A—102,552-102,552-100%$5.1M———
Stifel Financial Corp
N/A—99,693-99,693-100%$4.9M———
EP Wealth Advisors, LLC
N/A—98,494-98,494-100%$4.9M———
Safeguard Investment Advisory Group, LLC
N/A—96,571-96,571-100%$4.8M———
Quantitative Investment Management, LLC
N/A—93,677-93,677-100%$4.6M———
Centaurus Financial, Inc.
N/A—89,149-89,149-100%$4.4M———
Peapack Gladstone Financial Corp
N/A—86,557-86,557-100%$4.3M———
J. Goldman & Co LP
N/A—83,942-83,942-100%$4.1M———
NewEdge Advisors, LLC
N/A—75,655-75,655-100%$3.7M———
Capital Analysts, LLC
N/A—66,463-66,463-100%$3.3M———
Principal Securities, Inc.
N/A—63,754-63,754-100%$3.2M———
Cauble & Harre Wealth Management, Inc.
N/A—58,768-58,768-100%$2.9M———
Aster Capital Management (Difc) Ltd
N/A—56,760-56,760-100%$2.8M———
LM Advisors LLC
N/A—55,197-55,197-100%$2.7M———
CIBC World Market Inc.
N/A—53,559-53,559-100%$2.6M———
Bank of Montreal
N/A—53,353-53,353-100%$2.6M———
Somerset Group LLC
N/A—52,231-52,231-100%$2.7M———
O'Connor Alternative Investments LLC
N/A—50,000-50,000-100%$2.5M———
&partners
N/A—49,239-49,239-100%$2.4M———
Mariner, LLC
N/A—44,958-44,958-100%$2.2M———
Northwestern Mutual Wealth Management Co
N/A—44,370-44,370-100%$2.2M———
Tidal Investments LLC
N/A—42,783-42,783-100%$2.1M———
Ameritas Advisory Services, LLC
N/A—42,498-42,498-100%$2.1M———
Concord Investment Counsel Inc.
N/A—42,288-42,288-100%$2.1M———
Renaissance Technologies LLC
N/A—41,500-41,500-100%$2.1M———
GTS Securities LLC
N/A—41,061-41,061-100%$2.0M———
Destination Wealth Management
N/A—40,948-40,948-100%$2.0M———
BNP Paribas Financial Markets
N/A—40,497-40,497-100%$2.0M———
Waverly Advisors, LLC
N/A—39,617-39,617-100%$2.0M———
FMR LLC
N/A—36,151-36,151-100%$1.8M———
Focus Partners Wealth
N/A—36,043-36,043-100%$1.8M———
Sumitomo Mitsui Financial Group, Inc.
N/A—35,868-35,868-100%$1.8M———
Madden Advisory Services, Inc.
N/A—33,420-33,420-100%$1.7M———
AQR Capital Management LLC
N/A—33,273-33,273-100%$1.6M———
Steward Partners Investment Advisory, LLC
N/A—33,111-33,111-100%$1.6M———
Rockefeller Capital Management L.P.
N/A—31,811-31,811-100%$1.6M———
Geneos Wealth Management Inc.
N/A—30,612-30,612-100%$1.5M———
Garrison Point Advisors, LLC
N/A—30,091-30,091-100%$1.5M———
Harbour Investments, Inc.
N/A—29,078-29,078-100%$1.4M———
Belpointe Asset Management LLC
N/A—28,147-28,147-100%$1.4M———
Dakota Wealth Management
N/A—27,387-27,387-100%$1.4M———
Private Advisor Group, LLC
N/A—26,346-26,346-100%$1.3M———
LOM Asset Management Ltd
N/A—26,120-26,120-100%$1.3M———
PFG Investments, LLC
N/A—25,909-25,909-100%$1.3M———
Stratos Wealth Partners, Ltd.
N/A—25,057-25,057-100%$1.2M———
Menora Mivtachim Holdings Ltd.
N/A—25,000-25,000-100%$1.2M———
Darwin Wealth Management, LLC
N/A—24,266-24,266-100%$1.2M———
Captrust Financial Advisors
N/A—23,882-23,882-100%$1.2M———
Orleans Capital Management Corp
N/A—23,055-23,055-100%$1.1M———
Arax Advisory Partners
N/A—22,757-22,757-100%$1.1M———
Sanctuary Advisors, LLC
N/A—21,126-21,126-100%$1.0M———
Pacific SUN Financial Corp
N/A—21,026-21,026-100%$1.0M———
Jaffetilchin Investment Partners, LLC
N/A—20,831-20,831-100%$1.0M———
Composition Wealth, LLC
N/A—19,490-19,490-100%$963.0K———
World Investment Advisors
N/A—19,052-19,052-100%$1.0M———
Peak6 LLC
N/A—18,343-18,343-100%$906.3K———
Evergreen Wealth Partners LLC
N/A—17,764-17,764-100%$877.7K———
IHT Wealth Management, LLC
N/A—17,555-17,555-100%$867.4K———
Sequoia Financial Advisors, LLC
N/A—17,145-17,145-100%$847.1K———
V2 Financial group LLC
N/A—16,000-16,000-100%$790.6K———
XTX Topco Ltd
N/A—15,199-15,199-100%$751.0K———
Paragon Financial Partners, Inc.
N/A—14,723-14,723-100%$773.1K———
Advisory Services Network, LLC
N/A—14,164-14,164-100%$699.9K———
SG Americas Securities, LLC
N/A—13,909-13,909-100%$687.0K———
Seven Fleet Capital Management LP
N/A—13,800-13,800-100%$681.9K———
Snowden Capital Advisors LLC
N/A—13,373-13,373-100%$660.7K———
Vectors Research Management, LLC
N/A—12,948-12,948-100%$639.8K———
Spinnaker Trust
N/A—12,604-12,604-100%$622.8K———
Northern Trust Corp
N/A—12,406-12,406-100%$613.0K———
Beacon Pointe Advisors, LLC
N/A—12,127-12,127-100%$599.2K———
Mathes Company, Inc.
N/A—11,770-11,770-100%$582.0K———
Credit Agricole S A
N/A—11,721-11,721-100%$579.1K———
Ogorek Anthony Joseph
N/A—11,655-11,655-100%$575.0K———
Resurgent Financial Advisors LLC
N/A—11,533-11,533-100%$569.8K———
Brown Advisory Inc
N/A—11,406-11,406-100%$563.6K———
Summit Trail Advisors, LLC
N/A—11,315-11,315-100%$559.1K———
First Wilshire Securities Management Inc
N/A—11,300-11,300-100%$558.3K———
Wealthfront Advisers LLC
N/A—11,274-11,274-100%$557.0K———
LRI Investments, LLC
N/A—11,241-11,241-100%$555.4K———
Balyasny Asset Management L.P.
N/A—11,100-11,100-100%$548.5K———
Western Wealth Management, LLC
N/A—10,970-10,970-100%$542.0K———
Mutual Advisors, LLC
N/A—10,907-10,907-100%$538.9K———
RPS Advisory Solutions LLC
N/A—10,874-10,874-100%$537.3K———
Orion Porfolio Solutions, LLC
N/A—10,789-10,789-100%$533.1K———
Mmbg Investment Advisors Co.
N/A—10,435-10,435-100%$515.6K———
Bank Hapoalim BM
N/A—10,370-10,370-100%$512.0K———
Kovack Advisors, Inc.
N/A—10,355-10,355-100%$516.4K———
Cary Street Partners Financial LLC
N/A—10,234-10,234-100%$505.7K———
Wealthgarden F.S. LLC
N/A—10,170-10,170-100%$502.5K———
Bramshill Investments, LLC
N/A—10,000-10,000-100%$494.1K———
Main Street Financial Solutions, LLC
N/A—9,776-9,776-100%$483.0K———
NorthRock Partners, LLC
N/A—9,753-9,753-100%$481.9K———
Integrated Wealth Concepts LLC
N/A—9,411-9,411-100%$465.0K———
First Foundation Advisors
N/A—9,290-9,290-100%$459.0K———
Caption Management, LLC
N/A—9,220-9,220-100%$455.6K———
Fortis Capital Advisors, LLC
N/A—8,934-8,934-100%$441.4K———
Insigneo Advisory Services, LLC
N/A—8,823-8,823-100%$435.9K———
Riverpoint Wealth Management Holdings, LLC
N/A—8,524-8,524-100%$421.2K———
One Capital Management, LLC
N/A—8,496-8,496-100%$453.3K———
MAI Capital Management
N/A—8,446-8,446-100%$417.3K———
Marathon Trading Investment Management LLC
N/A—8,392-8,392-100%$414.6K———
Houlihan Financial Resource Group, Ltd.
N/A—8,220-8,220-100%$406.2K———
Nwam LLC
N/A—8,153-8,153-100%$402.9K———
Vision Retirement, LLC
N/A—8,051-8,051-100%$397.8K———
Banque Cantonale Vaudoise
N/A—7,957-7,957-100%$356.0K———
Prelude Capital Management, LLC
N/A—7,890-7,890-100%$389.8K———
Summit Financial, LLC
N/A—7,780-7,780-100%$384.4K———
Pettyjohn, Wood & White, Inc
N/A—7,620-7,620-100%$376.5K———
Byrne Financial Freedom, LLC
N/A—7,456-7,456-100%$368.4K———
Circle Wealth Management, LLC
N/A—7,406-7,406-100%$365.9K———
Fox Hill Wealth Management
N/A—7,270-7,270-100%$359.2K———
Delta Asset Management LLC
N/A—7,200-7,200-100%$355.8K———
LaSalle St. Investment Advisors, LLC
N/A—6,947-6,947-100%$343.3K———
Cresset Asset Management, LLC
N/A—6,893-6,893-100%$340.6K———
Benjamin Edwards Inc
N/A—6,679-6,679-100%$330.0K———
Commerce Bank
N/A—6,662-6,662-100%$329.2K———
Strategic Investment Solutions, Inc.
N/A—6,623-6,623-100%$327.2K———
Quantinno Capital Management LP
N/A—6,498-6,498-100%$321.1K———
Reyl & Cie S.A.
N/A—6,365-6,365-100%$340.5K———
Panoramic Investment Advisors, LLC
N/A—6,350-6,350-100%$313.8K———
Prosperity Consulting Group, LLC
N/A—6,226-6,226-100%$307.6K———
Comprehensive Money Management Services LLC
N/A—6,172-6,172-100%$305.0K———
CreativeOne Wealth, LLC
N/A—6,141-6,141-100%$303.4K———
Two Sigma Securities, LLC
N/A—6,099-6,099-100%$301.4K———
Fiduciary Financial Advisors
N/A—5,928-5,928-100%$292.7K———
Shufro Rose & Co LLC
N/A—5,900-5,900-100%$291.5K———
Stephens Inc
N/A—5,848-5,848-100%$288.9K———
Sound View Wealth Advisors Group, LLC
N/A—5,675-5,675-100%$280.4K———
WealthTrust Axiom LLC
N/A—5,675-5,675-100%$280.4K———
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A—5,405-5,405-100%$267.1K———
Cahill Financial Advisors Inc
N/A—5,304-5,304-100%$262.1K———
Arkadios Wealth Advisors
N/A—5,285-5,285-100%$261.1K———
M&T Bank Corp
N/A—5,263-5,263-100%$260.0K———
Global Retirement Partners, LLC
N/A—5,218-5,218-100%$257.8K———
Wealthspire Advisors, LLC
N/A—5,121-5,121-100%$253.0K———
Stratos Wealth Advisors, LLC
N/A—5,071-5,071-100%$250.6K———
Readystate Asset Management LP
N/A—5,023-5,023-100%$248.2K———
Victory Capital Management Inc
N/A—4,996-4,996-100%$246.9K———
Mason & Associates Inc
N/A—4,944-4,944-100%$244.3K———
Adar1 Capital Management, LLC
N/A—4,900-4,900-100%$242.1K———
Z3 Capital Partners, LLC
N/A—4,873-4,873-100%$240.8K———
Trivium Point Advisory, LLC
N/A—4,836-4,836-100%$239.0K———
Gladstone Institutional Advisory LLC
N/A—4,801-4,801-100%$237.2K———
Scotia Capital Inc.
N/A—4,743-4,743-100%$234.4K———
Eaton Financial Holdings Company, LLC
N/A—4,429-4,429-100%$218.8K———
PCG Wealth Advisors, LLC
N/A—4,419-4,419-100%$218.3K———
National Bank of Canada
N/A—4,409-4,409-100%$217.8K———
Vestmark Advisory Solutions, Inc.
N/A—4,286-4,286-100%$211.8K———
Great Valley Advisor Group, Inc.
N/A—4,195-4,195-100%$207.3K———
Allied Private Wealth LLC
N/A—4,072-4,072-100%$208.7K———
AE Wealth Management LLC
N/A—4,046-4,046-100%$199.9K———
Monetary Management Group Inc
N/A—3,900-3,900-100%$192.7K———
UBS Asset Management Americas LLC
N/A—3,716-3,716-100%$183.6K———
Huntington National Bank
N/A—3,688-3,688-100%$182.2K———
Glen Eagle Advisors, LLC
N/A—3,453-3,453-100%$170.6K———
Sankala Group LLC
N/A—2,931-2,931-100%$163.7K———
BFC Planning, Inc.
N/A—2,677-2,677-100%$132.3K———
Steigerwald, Gordon & Koch Inc.
N/A—2,610-2,610-100%$129.0K———
Continuum Advisory, LLC
N/A—2,522-2,522-100%$124.6K———
Strategic Wealth Partners, Ltd.
N/A—2,416-2,416-100%$119.4K———
Kayne Anderson Rudnick Investment Management LLC
N/A—2,360-2,360-100%$116.6K———
Atlantic Union Bankshares Corp
N/A—2,177-2,177-100%$107.6K———
Bogart Wealth, LLC
N/A—2,149-2,149-100%$106.2K———
FAS Wealth Partners, Inc.
N/A—1,894-1,894-100%$93.6K———
Anchor Bay Capital, Inc.
N/A—1,729-1,729-100%$95.9K———
Aptus Capital Advisors, LLC
N/A—1,637-1,637-100%$80.9K———
O'shaughnessy Asset Management, LLC
N/A—1,574-1,574-100%$77.8K———
FWL Investment Management, LLC
N/A—1,558-1,558-100%$77.0K———
Brentview Investment Management LLC
N/A—1,500-1,500-100%$74.1K———
Colonial Trust Co / SC
N/A—1,455-1,455-100%$71.9K———
Franklin Resources Inc
N/A—1,381-1,381-100%$68.2K———
HM Payson & Co
N/A—1,380-1,380-100%$68.2K———
IFG Advisory, LLC
N/A—1,372-1,372-100%$67.8K———
ST Germain D J Co Inc
N/A—1,310-1,310-100%$64.7K———
Quarry LP
N/A—1,280-1,280-100%$63.2K———
Millstone Evans Group, LLC
N/A—1,228-1,228-100%$60.7K———
IMA Advisory Services, Inc.
N/A—1,220-1,220-100%$60.3K———
Howe & Rusling Inc
N/A—1,200-1,200-100%$59.3K———
EFG International AG
N/A—1,200-1,200-100%$59.3K———
Founders Financial Alliance, LLC
N/A—1,158-1,158-100%$57.2K———
Nalls Sherbakoff Group, LLC
N/A—918-918-100%$45.4K———
Truvestments Capital LLC
N/A—900-900-100%$44.5K———
Avalon Trust Co
N/A—800-800-100%$39.5K———
Quantbot Technologies LP
N/A—756-756-100%$37.4K———
Hantz Financial Services, Inc.
N/A—693-693-100%$34.0K———
Ballast Advisors LLC
N/A—630-630-100%$31.1K———
Consultiva Wealth Management, Corp.
N/A—600-600-100%$29.6K———
Atomic Invest LLC
N/A—546-546-100%$27.7K———
Prestige Wealth Management Group LLC
N/A—471-471-100%$23.3K———
Colonial Trust Advisors
N/A—461-461-100%$22.8K———
1 North Wealth Services LLC
N/A—450-450-100%$22.2K———
Mark Sheptoff Financial Planning, LLC
N/A—450-450-100%$22.2K———
Copia Wealth Management
N/A—441-441-100%$21.8K———
N.E.W. Advisory Services LLC
N/A—362-362-100%$17.9K———
Edmond de Rothschild Holding S.A.
N/A—360-360-100%$17.8K———
Rothschild Investment LLC
N/A—357-357-100%$17.7K———
Glenmede Trust Co NA
N/A—334-334-100%$16.5K———
Oakmont Advisory Group, LLC
N/A—250-250-100%$12.3K———
Bessemer Group Inc
N/A—210-210-100%$10———
SHP Wealth Management
N/A—206-206-100%$10.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—205-205-100%$10.1K———
Keating Financial Advisory Services, Inc.
N/A—175-175-100%$8.6K———
BlackRock, Inc.
N/A—172-172-100%$8.5K———
Proffitt & Goodson Inc
N/A—151-151-100%$7.5K———
Imprint Wealth LLC
N/A—150-150-100%$7.4K———
Harborfront Financial Group LLC
N/A—128-128-100%$6.3K———
Ancora Advisors LLCA
N/A—127-127-100%$6.3K———
Aventura Private Wealth, LLC
N/A—126-126-100%$6.2K———
Morse Asset Management, Inc
N/A—70-70-100%$3.5K———
Godfrey Financial Associates, Inc.
N/A—61-61-100%$3.0K———
Synergy Investment Management, LLC
N/A—61-61-100%$3.0K———
Smartleaf Asset Management LLC
N/A—50-50-100%$2.5K———
Highland Investment Advisors LLC
N/A—47-47-100%$2.3K———
WealthShield Partners, LLC
N/A—42-42-100%$2.1K———
Ameriflex Group, Inc.
N/A—18-18-100%$893———
Bernard Wealth Management Corp.
N/A—12-12-100%$593———
ExodusPoint Capital Management, LP
N/A—6-6-100%$296———
Transamerica Financial Advisors, LLC
N/A—00—$31———
Showing 552 of 552 institutions