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Ishares Msci International Q (IQLT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
PNC Financial Services Group, Inc.
DECREASED
Shares16,491,463 from 17,152,533
Change-661,070 (-4%)
Value$815.8M (-$34.1M)
Filed 2026-11-06
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares8,234,727 from 7,891,119
Change+343,608 (+4%)
Value$407.4M (+$16.4M)
Filed 2026-10-27
Capital Investment Advisors, LLC
INCREASED
Shares6,262,066 from 6,123,953
Change+138,113 (+2%)
Value$309.8M (+$6.3M)
Filed 2026-10-22
LPL Financial LLC
INCREASED
Shares4,615,610 from 4,314,368
Change+301,242 (+7%)
Value$228.3M (+$14.6M)
Filed 2026-11-06
Sage Mountain Advisors LLC
INCREASED
Shares1,750,257 from 1,706,820
Change+43,437 (+3%)
Value$86.6M (+$2.0M)
Filed 2026-11-02
Catalyst Capital Advisors LLC
INCREASED
Shares1,735,034 from 1,650,206
Change+84,828 (+5%)
Value$85.8M (+$4.1M)
Filed 2026-11-02
Millburn Ridgefield LLC
INCREASED
Shares1,735,034 from 1,650,206
Change+84,828 (+5%)
Value$85.8M (+$4.1M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
INCREASED
Shares1,424,791 from 1,385,860
Change+38,931 (+3%)
Value$70.5M (+$1.8M)
Filed 2026-11-02
Allen Capital Group, LLC
INCREASED
Shares1,092,360 from 1,053,465
Change+38,895 (+4%)
Value$54.0M (+$1.8M)
Filed 2026-10-27
Carnegie Investment Counsel
INCREASED
Shares1,061,219 from 1,014,957
Change+46,262 (+5%)
Value$52.5M (+$2.2M)
Filed 2026-10-20
Larson Financial Group LLC
INCREASED
Shares995,656 from 945,496
Change+50,160 (+5%)
Value$49.3M (+$2.4M)
Filed 2026-11-05
RVW Wealth, LLC
INCREASED
Shares990,798 from 958,361
Change+32,437 (+3%)
Value$49.0M (+$1.5M)
Filed 2026-10-06
Harbor Group, Inc.
INCREASED
Shares902,172 from 880,746
Change+21,426 (+2%)
Value$44.6M (+$989.5K)
Filed 2026-10-14
Unison Advisors LLC
DECREASED
Shares887,436 from 893,135
Change-5,699 (-1%)
Value$43.9M (-$353.4K)
Filed 2026-10-29
Sunburst Financial Group, LLC
INCREASED
Shares877,982 from 812,667
Change+65,315 (+8%)
Value$43.4M (+$3.2M)
Filed 2026-10-09
Wharton Business Group, LLC
INCREASED
Shares795,265 from 779,050
Change+16,215 (+2%)
Value$39.3M (+$739.8K)
Filed 2026-11-09
D'Orazio & Associates, Inc.
DECREASED
Shares765,431 from 906,626
Change-141,195 (-16%)
Value$37.9M (-$7.1M)
Filed 2026-11-04
Foster Victor Wealth Advisors, LLC
INCREASED
Shares711,362 from 697,839
Change+13,523 (+2%)
Value$35.6M (+$1.1M)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares660,625 from 700,011
Change-39,386 (-6%)
Value$32.7M (-$2.0M)
Filed 2026-11-02
OpenArc Corporate Advisory, LLC
DECREASED
Shares610,050 from 638,871
Change-28,821 (-5%)
Value$30.1M (-$1.5M)
Filed 2026-10-21
Kathmere Capital Management, LLC
INCREASED
Shares575,739 from 512,630
Change+63,109 (+12%)
Value$28.5M (+$3.1M)
Filed 2026-10-20
AlphaCore Capital LLC
INCREASED
Shares565,606 from 359,565
Change+206,041 (+57%)
Value$28.0M (+$10.2M)
Filed 2026-11-04
Valence8 US LP
INCREASED
Shares557,665 from 527,435
Change+30,230 (+6%)
Value$27.6M (+$1.5M)
Filed 2026-11-03
Foster Group, Inc.
INCREASED
Shares545,845 from 540,922
Change+4,923 (+1%)
Value$27.0M (+$200.2K)
Filed 2026-10-13
Paragon Capital Management Ltd
INCREASED
Shares536,289 from 535,930
Change+359 (+0%)
Value$26.5M (-$25.2K)
Filed 2026-10-09
Altus Wealth Management, LLC
INCREASED
Shares528,589 from 513,827
Change+14,762 (+3%)
Value$26.1M (+$689.2K)
Filed 2026-10-13
Howard Financial Services, Ltd.
INCREASED
Shares526,068 from 515,866
Change+10,202 (+2%)
Value$26.0M (+$463.4K)
Filed 2026-10-15
Ascent Wealth Partners, LLC
INCREASED
Shares495,036 from 483,164
Change+11,872 (+2%)
Value$24.5M (+$548.7K)
Filed 2026-10-23
AGF Management LTD
DECREASED
Shares494,840 from 583,195
Change-88,355 (-15%)
Value$24.5M (-$4.4M)
Filed 2026-11-03
Armbruster Capital Management, Inc.
INCREASED
Shares482,552 from 477,138
Change+5,414 (+1%)
Value$23.9M (+$229.7K)
Filed 2026-10-19
Linscomb Wealth, Inc.
INCREASED
Shares464,355 from 461,807
Change+2,548 (+1%)
Value$23.0M (+$89.1K)
Filed 2026-11-05
Ledyard National Bank
INCREASED
Shares443,290 from 432,942
Change+10,348 (+2%)
Value$21.9M (+$477.3K)
Filed 2026-10-21
LVM Capital Management LTD
INCREASED
Shares402,821 from 400,574
Change+2,247 (+1%)
Value$19.9M (+$19.9M)
Filed 2026-10-20
Savant Capital, LLC
DECREASED
Shares390,528 from 392,096
Change-1,568 (0%)
Value$19.3M (-$109.1K)
Filed 2026-11-06
Inlight Wealth Management, LLC
INCREASED
Shares378,211 from 351,520
Change+26,691 (+8%)
Value$18.7M (+$1.3M)
Filed 2026-10-21
Advus Financial Partners, LLC
DECREASED
Shares368,132 from 373,060
Change-4,928 (-1%)
Value$18.2M (-$273.6K)
Filed 2026-10-20
Frontier Asset Management, LLC
DECREASED
Shares353,527 from 357,755
Change-4,228 (-1%)
Value$17.5M (-$237.8K)
Filed 2026-10-28
MBA Advisors LLC
INCREASED
Shares327,436 from 317,950
Change+9,486 (+3%)
Value$16.2M (+$443.8K)
Filed 2026-10-29
Breakwater Capital Group
INCREASED
Shares324,762 from 306,866
Change+17,896 (+6%)
Value$16.1M (+$860.7K)
Filed 2026-10-09
Longview Financial Advisors, Inc.
DECREASED
Shares324,072 from 328,406
Change-4,334 (-1%)
Value$16.0M (-$239.7K)
Filed 2026-10-09
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares321,091 from 385,398
Change-64,307 (-17%)
Value$15.9M (-$3.2M)
Filed 2026-10-14
Enzi Wealth
INCREASED
Shares315,712 from 313,267
Change+2,445 (+1%)
Value$15.8M (+$288.0K)
Filed 2026-10-14
Retirement Planning Group, LLC
DECREASED
Shares313,028 from 317,383
Change-4,355 (-1%)
Value$15.5M (-$240.8K)
Filed 2026-10-19
Intrua Financial, LLC
DECREASED
Shares306,200 from 312,897
Change-6,697 (-2%)
Value$15.1M (-$356.3K)
Filed 2026-10-28
State of Michigan Retirement System
NEW
Shares302,000
Change+302,000
Value$14.9M
Filed 2026-10-27
Verus Capital Partners, LLC
INCREASED
Shares296,768 from 295,597
Change+1,171 (+0%)
Value$14.7M (+$34.3K)
Filed 2026-11-03
Interchange Capital Partners, LLC
DECREASED
Shares273,467 from 295,800
Change-22,333 (-8%)
Value$13.5M (-$1.1M)
Filed 2026-10-28
Northcape Wealth Management, LLC
INCREASED
Shares248,160 from 246,666
Change+1,494 (+1%)
Value$12.3M (+$54.2K)
Filed 2026-11-04
Exchange Traded Concepts, LLC
INCREASED
Shares244,207 from 240,847
Change+3,360 (+1%)
Value$12.1M (+$147.0K)
Filed 2026-10-28
MGO One Seven LLC
DECREASED
Shares243,739 from 254,863
Change-11,124 (-4%)
Value$12.1M (-$570.7K)
Filed 2026-10-28
Svrn Asset Management, LLC
UNCHANGED
Shares243,304 from 243,304
Change0 (0%)
Value$12.0M (-$19.5K)
Filed 2026-11-02
Koenig Investment Advisory, LLC
INCREASED
Shares227,841 from 214,181
Change+13,660 (+6%)
Value$11.3M (+$658.6K)
Filed 2026-10-09
AlTi Global, Inc.
DECREASED
Shares225,528 from 227,761
Change-2,233 (-1%)
Value$11.2M (-$128.7K)
Filed 2026-11-09
Abundance Wealth Counselors
DECREASED
Shares204,200 from 206,980
Change-2,780 (-1%)
Value$10.1M (-$154.1K)
Filed 2026-10-26
Planning Strategies Inc.
DECREASED
Shares203,219 from 206,966
Change-3,747 (-2%)
Value$10.1M (-$201.9K)
Filed 2026-10-02
Bell Investment Advisors, Inc
INCREASED
Shares197,403 from 190,136
Change+7,267 (+4%)
Value$9.8M (+$344.3K)
Filed 2026-10-29
Auxano Advisors, LLC
INCREASED
Shares192,522 from 161,497
Change+31,025 (+19%)
Value$9.5M (+$1.5M)
Filed 2026-11-06
Middleton & Co Inc
DECREASED
Shares190,318 from 209,381
Change-19,063 (-9%)
Value$9.4M (-$959.8K)
Filed 2026-10-23
1900 Wealth Management LLC
DECREASED
Shares187,132 from 188,713
Change-1,581 (-1%)
Value$9.3M (-$93.3K)
Filed 2026-10-13
Capital Investment Counsel, LLC
INCREASED
Shares185,185 from 179,380
Change+5,805 (+3%)
Value$9.2M (+$272.8K)
Filed 2026-10-14
Opulen Financial Group LLC
DECREASED
Shares183,526 from 188,137
Change-4,611 (-2%)
Value$9.1M (-$243.2K)
Filed 2026-10-22
Farther Finance Advisors, LLC
INCREASED
Shares175,692 from 137,790
Change+37,902 (+28%)
Value$8.7M (+$1.9M)
Filed 2026-10-08
Ackerman Capital Advisors, LLC
DECREASED
Shares175,234 from 182,490
Change-7,256 (-4%)
Value$8.7M (-$373.6K)
Filed 2026-10-30
Thrivent Financial for Lutherans
INCREASED
Shares167,735 from 162,127
Change+5,608 (+3%)
Value$8.3M (+$262.0K)
Filed 2026-11-05
Parallel Advisors, LLC
DECREASED
Shares162,114 from 164,978
Change-2,864 (-2%)
Value$8.0M (-$154.9K)
Filed 2026-11-03
Eagle Strategies LLC
DECREASED
Shares158,183 from 158,192
Change-9 (0%)
Value$7.8M (-$13.1K)
Filed 2026-10-16
BankPlus Wealth Management LLC
INCREASED
Shares158,113 from 127,136
Change+30,977 (+24%)
Value$7.8M (+$1.5M)
Filed 2026-10-13
Bfsg, LLC
INCREASED
Shares156,623 from 155,493
Change+1,130 (+1%)
Value$7.7M (+$43.5K)
Filed 2026-10-30
Richard P Slaughter Associates Inc
DECREASED
Shares151,127 from 178,701
Change-27,574 (-15%)
Value$7.5M (-$1.4M)
Filed 2026-10-13
MFA Wealth Services
INCREASED
Shares149,626 from 147,176
Change+2,450 (+2%)
Value$7.4M (+$109.4K)
Filed 2026-10-14
Clearview Wealth Management LLC
DECREASED
Shares148,150 from 199,418
Change-51,268 (-26%)
Value$7.4M (-$2.5M)
Filed 2026-10-16
Bailard, Inc.
DECREASED
Shares147,274 from 147,917
Change-643 (0%)
Value$7.3M (-$43.6K)
Filed 2026-10-13
Harbour Investments, Inc.
INCREASED
Shares146,992 from 139,299
Change+7,693 (+6%)
Value$7.3M (+$369.4K)
Filed 2026-11-09
Apollon Wealth Management, LLC
DECREASED
Shares146,268 from 1,696,115
Change-1,549,847 (-91%)
Value$7.2M (-$76.8M)
Filed 2026-10-23
Leavell Investment Management, Inc.
INCREASED
Shares142,308 from 134,098
Change+8,210 (+6%)
Value$7.0M (+$395.4K)
Filed 2026-11-09
Meridian Wealth Management, LLC
INCREASED
Shares137,888 from 137,805
Change+83 (+0%)
Value$6.8M (-$6.9K)
Filed 2026-11-05
Dynamic Advisor Solutions LLC
DECREASED
Shares137,828 from 141,796
Change-3,968 (-3%)
Value$6.8M (-$207.6K)
Filed 2026-10-13
Intergy Private Wealth, LLC
UNCHANGED
Shares130,800 from 130,800
Change0 (0%)
Value$6.5M (-$10.5K)
Filed 2026-10-16
Patton Albertson Miller Group, LLC
DECREASED
Shares130,628 from 133,921
Change-3,293 (-2%)
Value$6.5M (-$173.6K)
Filed 2026-10-26
J.W. Cole Advisors, Inc.
INCREASED
Shares129,049 from 122,018
Change+7,031 (+6%)
Value$6.4M (+$338.0K)
Filed 2026-11-05
Eastern Bank
DECREASED
Shares128,504 from 175,945
Change-47,441 (-27%)
Value$6.4M (-$2.4M)
Filed 2026-10-05
Plimoth Trust Co LLC
INCREASED
Shares127,109 from 126,424
Change+685 (+1%)
Value$6.3M (+$23.8K)
Filed 2026-10-26
Creative Financial Designs Inc
INCREASED
Shares126,758 from 118,867
Change+7,891 (+7%)
Value$6.3M (+$380.9K)
Filed 2026-11-04
Davenport & Co LLC
INCREASED
Shares123,762 from 118,515
Change+5,247 (+4%)
Value$6.1M (+$250.1K)
Filed 2026-10-14
Truist Financial Corp
INCREASED
Shares123,036 from 119,025
Change+4,011 (+3%)
Value$6.1M (+$188.9K)
Filed 2026-10-30
WPG Advisers, LLC
DECREASED
Shares122,067 from 122,399
Change-332 (0%)
Value$6.0M (-$26.2K)
Filed 2026-10-27
SVB Wealth LLC
DECREASED
Shares122,029 from 124,256
Change-2,227 (-2%)
Value$6.0M (-$120.1K)
Filed 2026-11-06
OxenFree Capital LLC
INCREASED
Shares116,609 from 111,864
Change+4,745 (+4%)
Value$5.8M (+$269.7K)
Filed 2026-10-07
Creative Planning
INCREASED
Shares115,589 from 103,239
Change+12,350 (+12%)
Value$5.7M (+$602.7K)
Filed 2026-11-02
OAK Family Advisors, LLC
DECREASED
Shares115,353 from 115,586
Change-233 (0%)
Value$5.7M (-$20.8K)
Filed 2026-10-19
USAdvisors Wealth Management, LLC
DECREASED
Shares114,007 from 123,090
Change-9,083 (-7%)
Value$5.6M (-$460.0K)
Filed 2026-10-21
SFM, LLC d/b/a Sweeney Financial Advisors
INCREASED
Shares111,461 from 97,261
Change+14,200 (+15%)
Value$5.5M (+$694.7K)
Filed 2026-10-14
HB Wealth Management, LLC
DECREASED
Shares107,817 from 108,416
Change-599 (-1%)
Value$5.3M (-$38.4K)
Filed 2026-10-23
Shum Financial Group, Inc.
INCREASED
Shares105,798 from 95,491
Change+10,307 (+11%)
Value$5.2M (+$502.2K)
Filed 2026-10-13
D.A. Davidson & Co.
INCREASED
Shares103,177 from 54,379
Change+48,798 (+90%)
Value$5.1M (+$2.4M)
Filed 2026-10-28
Balentine LLC
DECREASED
Shares102,860 from 112,722
Change-9,862 (-9%)
Value$5.1M (-$496.9K)
Filed 2026-11-03
Verdence Capital Advisors LLC
NEW
Shares102,086
Change+102,086
Value$5.1M
Filed 2026-10-26
Baron Financial Group, LLC
DECREASED
Shares99,135 from 99,720
Change-585 (-1%)
Value$4.9M (-$36.9K)
Filed 2026-10-09
Councilor Wealth, LLC
DECREASED
Shares97,003 from 104,603
Change-7,600 (-7%)
Value$4.8M (-$384.4K)
Filed 2026-10-09
Warner Financial, Inc
INCREASED
Shares95,349 from 95,167
Change+182 (+0%)
Value$4.7M (+$1.4K)
Filed 2026-11-06
Palladiem, LLC
DECREASED
Shares94,763 from 99,191
Change-4,428 (-4%)
Value$4.7M (-$227.0K)
Filed 2026-11-09
Evensky & Katz LLC
DECREASED
Shares93,994 from 94,610
Change-616 (-1%)
Value$4.7M (-$38.0K)
Filed 2026-10-27
Icici Prudential Asset Management Co Ltd
UNCHANGED
Shares91,455 from 91,455
Change0 (0%)
Value$4.5M (-$8.2K)
Filed 2026-11-06
First Security Investment Management, Inc.
DECREASED
Shares91,168 from 207,017
Change-115,849 (-56%)
Value$4.5M (-$5.7M)
Filed 2026-11-05
Valmark Advisers, Inc.
INCREASED
Shares89,084 from 83,405
Change+5,679 (+7%)
Value$4.4M (+$274.3K)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares88,808 from 83,084
Change+5,724 (+7%)
Value$4.4M (+$267.7K)
Filed 2026-10-13
Thrive Wealth Management, LLC
DECREASED
Shares88,540 from 91,017
Change-2,477 (-3%)
Value$4.4M (-$129.8K)
Filed 2026-10-13
LongView Wealth Management
DECREASED
Shares85,984 from 88,614
Change-2,630 (-3%)
Value$4.3M (-$137.2K)
Filed 2026-10-19
Crumly & Associates Inc.
DECREASED
Shares81,590 from 90,578
Change-8,988 (-10%)
Value$4.0M (-$451.9K)
Filed 2026-10-07
Wingate Wealth Advisors, Inc.
INCREASED
Shares79,320 from 77,442
Change+1,878 (+2%)
Value$3.9M (+$86.7K)
Filed 2026-10-26
Apella Capital, LLC
DECREASED
Shares78,148 from 84,983
Change-6,835 (-8%)
Value$3.9M (-$350.6K)
Filed 2026-10-08
Sigma Planning Corp
DECREASED
Shares76,609 from 76,911
Change-302 (0%)
Value$3.8M (-$21.1K)
Filed 2026-10-23
Kestra Advisory Services, LLC
INCREASED
Shares75,149 from 71,853
Change+3,296 (+5%)
Value$3.7M (+$157.3K)
Filed 2026-11-02
Milestone Investment Advisors LLC
DECREASED
Shares73,401 from 74,692
Change-1,291 (-2%)
Value$3.6M (-$69.8K)
Filed 2026-11-05
Durante & Waters, LLC
DECREASED
Shares72,993 from 73,093
Change-100 (0%)
Value$3.6M (-$10.8K)
Filed 2026-10-28
Pathway Financial Advisors LLC
INCREASED
Shares71,846 from 25,934
Change+45,912 (+177%)
Value$3.6M (+$2.3M)
Filed 2026-10-07
Lantern Wealth Advisors, LLC
DECREASED
Shares71,170 from 71,405
Change-235 (0%)
Value$3.5M (-$17.3K)
Filed 2026-10-22
Rockingstone Advisors LLC
DECREASED
Shares70,995 from 71,195
Change-200 (0%)
Value$3.5M (-$15.6K)
Filed 2026-10-16
Fifth Third Securities, Inc.
INCREASED
Shares70,953 from 63,084
Change+7,869 (+12%)
Value$3.5M (+$384.3K)
Filed 2026-10-21
RFG Advisory, LLC
INCREASED
Shares70,898 from 49,073
Change+21,825 (+44%)
Value$3.5M (+$1.1M)
Filed 2026-11-03
W.G. Shaheen & Associates DBA Whitney & Co
INCREASED
Shares69,743 from 68,134
Change+1,609 (+2%)
Value$3.5M (+$74.1K)
Filed 2026-11-03
CLG LLC
INCREASED
Shares67,663 from 61,474
Change+6,189 (+10%)
Value$3.3M (+$301.2K)
Filed 2026-10-13
Signature Estate & Investment Advisors LLC
INCREASED
Shares67,192 from 62,047
Change+5,145 (+8%)
Value$3.3M (+$249.6K)
Filed 2026-10-13
Professional Financial Advisors, LLC
INCREASED
Shares65,162 from 63,878
Change+1,284 (+2%)
Value$3.2M (+$58.4K)
Filed 2026-10-13
Forteris Wealth Management Inc.
INCREASED
Shares63,636 from 61,108
Change+2,528 (+4%)
Value$3.1M (+$120.2K)
Filed 2026-10-13
Silvia Mccoll Wealth Management, LLC
INCREASED
Shares63,600 from 62,170
Change+1,430 (+2%)
Value$3.1M (+$65.8K)
Filed 2026-10-07
Nova R Wealth, Inc.
DECREASED
Shares63,461 from 66,413
Change-2,952 (-4%)
Value$3.1M (-$151.4K)
Filed 2026-10-26
Emerald Advisors, LLC
DECREASED
Shares60,542 from 63,291
Change-2,749 (-4%)
Value$3.0M (-$141.1K)
Filed 2026-10-13
Beacon Financial Advisory LLC
UNCHANGED
Shares56,643 from 56,643
Change0 (0%)
Value$2.8M (-$4.5K)
Filed 2026-10-16
My Personal CFO, LLC
DECREASED
Shares54,848 from 55,612
Change-764 (-1%)
Value$2.7M (-$42.2K)
Filed 2026-10-14
Kraft, Davis & Associates, LLC
DECREASED
Shares54,277 from 54,923
Change-646 (-1%)
Value$2.7M (+$18.8K)
Filed 2026-10-21
Lake Street Private Wealth, LLC
INCREASED
Shares53,658 from 53,325
Change+333 (+1%)
Value$2.7M (+$12.2K)
Filed 2026-10-22
Omni 360 Wealth, Inc.
INCREASED
Shares53,572 from 53,485
Change+87 (+0%)
Value$2.7M (+$25)
Filed 2026-10-13
Moors & Cabot, Inc.
DECREASED
Shares52,854 from 54,081
Change-1,227 (-2%)
Value$2.6M (-$65.0K)
Filed 2026-11-06
Schmidt P J Investment Management Inc
DECREASED
Shares52,588 from 53,817
Change-1,229 (-2%)
Value$2.6M (-$65.1K)
Filed 2026-11-02
Lifetime Wealth Management P.C.
DECREASED
Shares52,153 from 53,687
Change-1,534 (-3%)
Value$2.6M (-$80.2K)
Filed 2026-10-29
TD Waterhouse Canada Inc.
DECREASED
Shares49,158 from 56,289
Change-7,131 (-13%)
Value$2.4M (-$339.9K)
Filed 2026-10-16
Chicago Partners Investment Group LLC
UNCHANGED
Shares49,115 from 49,115
Change0 (0%)
Value$2.4M (+$28.5K)
Filed 2026-10-27
Apollon Financial, LLC
DECREASED
Shares48,591 from 151,067
Change-102,476 (-68%)
Value$2.4M (-$5.1M)
Filed 2026-10-23
Landaas & Co
INCREASED
Shares47,934 from 43,648
Change+4,286 (+10%)
Value$2.4M (+$208.5K)
Filed 2026-10-29
Orser Capital Management, LLC
DECREASED
Shares47,903 from 48,316
Change-413 (-1%)
Value$10.6M (+$44.0K)
Filed 2026-10-13
Well Done, LLC
DECREASED
Shares47,469 from 47,639
Change-170 (0%)
Value$2.3M (-$12.2K)
Filed 2026-10-20
Wealthfront Advisers LLC
DECREASED
Shares47,169 from 50,737
Change-3,568 (-7%)
Value$2.3M (-$180.6K)
Filed 2026-11-09
Glass Jacobson Investment Advisors llc
INCREASED
Shares46,216 from 45,607
Change+609 (+1%)
Value$2.3M (+$26.5K)
Filed 2026-10-26
YHB Investment Advisors, Inc.
DECREASED
Shares45,369 from 54,978
Change-9,609 (-17%)
Value$2.2M (-$479.8K)
Filed 2026-10-08
Sweeney & Michel, LLC
DECREASED
Shares44,305 from 45,216
Change-911 (-2%)
Value$2.2M (-$144.5K)
Filed 2026-10-16
Woodmont Investment Counsel LLC
DECREASED
Shares44,102 from 45,084
Change-982 (-2%)
Value$2.2M (-$52.2K)
Filed 2026-10-29
HMV Wealth Advisors, LLC
INCREASED
Shares43,173 from 43,125
Change+48 (+0%)
Value$2.1M (-$1.1K)
Filed 2026-10-27
TAGStone Capital, Inc.
INCREASED
Shares42,709 from 32,263
Change+10,446 (+32%)
Value$2.1M (+$514.2K)
Filed 2026-11-09
RHS Financial, LLC
INCREASED
Shares40,589 from 7,542
Change+33,047 (+438%)
Value$2.0M (+$1.6M)
Filed 2026-10-13
Private Trust Co NA
DECREASED
Shares40,563 from 44,390
Change-3,827 (-9%)
Value$2.0M (-$192.9K)
Filed 2026-10-20
TME Financial, Inc.
INCREASED
Shares40,296 from 39,671
Change+625 (+2%)
Value$2.0M (+$27.7K)
Filed 2026-10-14
Box Hill Private Wealth LLC
INCREASED
Shares39,955 from 33,987
Change+5,968 (+18%)
Value$2.0M (+$292.5K)
Filed 2026-10-05
Avidian Wealth Enterprises, LLC
INCREASED
Shares39,353 from 4,790
Change+34,563 (+722%)
Value$1.9M (+$1.7M)
Filed 2026-10-08
SAX Wealth Advisors, LLC
DECREASED
Shares38,974 from 40,553
Change-1,579 (-4%)
Value$1.9M (+$53.3K)
Filed 2026-10-13
Stackstone Wealth, LLC
NEW
Shares38,796
Change+38,796
Value$1.9M
Filed 2026-10-19
Integrated Advisors Network LLC
DECREASED
Shares38,002 from 39,799
Change-1,797 (-5%)
Value$1.9M (-$92.1K)
Filed 2026-10-20
Trilogy Capital Inc.
DECREASED
Shares37,197 from 39,653
Change-2,456 (-6%)
Value$1.8M (-$124.7K)
Filed 2026-10-20
Gryphon Financial Partners LLC
INCREASED
Shares36,631 from 35,861
Change+770 (+2%)
Value$1.8M (+$35.2K)
Filed 2026-11-04
Connecticut Capital Management Group, LLC
DECREASED
Shares36,029 from 36,584
Change-555 (-2%)
Value$1.8M (-$30.4K)
Filed 2026-10-29
Capital Squared Financial LLC
INCREASED
Shares34,194 from 32,418
Change+1,776 (+5%)
Value$1.7M (+$85.2K)
Filed 2026-10-30
Southland Equity Partners LLC
DECREASED
Shares34,179 from 34,201
Change-22 (0%)
Value$1.7M (-$3.8K)
Filed 2026-10-14
Addison Advisors LLC
DECREASED
Shares34,160 from 36,489
Change-2,329 (-6%)
Value$1.7M (-$118.1K)
Filed 2026-11-06
Klaas Financial Asset Advisors, LLC
DECREASED
Shares34,160 from 34,934
Change-774 (-2%)
Value$1.7M (-$41.1K)
Filed 2026-10-19
SFI Advisors, LLC
DECREASED
Shares33,747 from 33,876
Change-129 (0%)
Value$1.7M (-$9.1K)
Filed 2026-10-30
Robertson Stephens Wealth Management, LLC
INCREASED
Shares33,053 from 31,399
Change+1,654 (+5%)
Value$1.6M (+$79.3K)
Filed 2026-10-16
Meridian Financial Partners LLC
INCREASED
Shares32,568 from 32,406
Change+162 (+1%)
Value$1.6M (+$29.8K)
Filed 2026-10-23
Adamsbrown Wealth Consultants LLC
DECREASED
Shares32,513 from 33,590
Change-1,077 (-3%)
Value$1.6M (-$56.0K)
Filed 2026-10-20
Avestar Capital, LLC
DECREASED
Shares31,804 from 31,919
Change-115 (0%)
Value$1.6M (-$8.2K)
Filed 2026-10-28
Alpine Bank Wealth Management
INCREASED
Shares31,716 from 31,563
Change+153 (+0%)
Value$1.6M (+$5.0K)
Filed 2026-10-16
Wealth Group Ltd
UNCHANGED
Shares31,560 from 31,560
Change0 (0%)
Value$1.6M (+$7.9K)
Filed 2026-10-07
Montis Financial, LLC
DECREASED
Shares31,287 from 32,702
Change-1,415 (-4%)
Value$1.5M (-$72.6K)
Filed 2026-11-04
Yoder Wealth Management, Inc.
INCREASED
Shares31,107 from 31,106
Change+1 (0%)
Value$1.5M (-$2.4K)
Filed 2026-10-13
AdvisorNet Financial, Inc
DECREASED
Shares31,097 from 40,092
Change-8,995 (-22%)
Value$1.5M (-$443.8K)
Filed 2026-10-15
Capital Advisors, Ltd. LLC
INCREASED
Shares30,993 from 30,325
Change+668 (+2%)
Value$1.5M (+$1.5M)
Filed 2026-10-27
BIP Wealth, LLC
INCREASED
Shares30,532 from 30,390
Change+142 (+0%)
Value$1.5M (+$4.6K)
Filed 2026-10-22
CoreCap Advisors, LLC
DECREASED
Shares29,923 from 30,874
Change-951 (-3%)
Value$1.5M (-$49.5K)
Filed 2026-10-08
Titleist Asset Management, LLC
DECREASED
Shares29,078 from 29,079
Change-1 (0%)
Value$1.4M (-$2.4K)
Filed 2026-10-08
BankPlus Trust Department
INCREASED
Shares28,933 from 27,566
Change+1,367 (+5%)
Value$1.4M (+$65.4K)
Filed 2026-11-06
GHP Investment Advisors, Inc.
DECREASED
Shares27,642 from 28,993
Change-1,351 (-5%)
Value$1.4M (-$69.1K)
Filed 2026-10-15
Raab & Moskowitz Asset Management LLC
DECREASED
Shares27,159 from 30,669
Change-3,510 (-11%)
Value$1.3M (-$176.1K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
INCREASED
Shares26,811 from 12,269
Change+14,542 (+119%)
Value$1.3M (+$718.4K)
Filed 2026-10-16
Merit Financial Group, LLC
INCREASED
Shares26,594 from 23,224
Change+3,370 (+15%)
Value$1.3M (+$164.8K)
Filed 2026-11-06
Clearwave Capital, LLC
DECREASED
Shares26,565 from 82,885
Change-56,320 (-68%)
Value$1.3M (-$2.8M)
Filed 2026-10-27
Allworth Financial LP
UNCHANGED
Shares26,497 from 26,497
Change0 (0%)
Value$1.3M ($0)
Filed 2026-11-06
Legacy Advisory Services, LLC
DECREASED
Shares26,470 from 92,729
Change-66,259 (-71%)
Value$1.3M (-$3.3M)
Filed 2026-10-20
Crane Advisory, LLC
DECREASED
Shares25,175 from 25,501
Change-326 (-1%)
Value$1.3M (-$11.9K)
Filed 2026-10-13
Arete Wealth Advisors, LLC
DECREASED
Shares24,816 from 24,948
Change-132 (-1%)
Value$1.2M (-$8.9K)
Filed 2026-11-09
Integrity Wealth Partners, LLC
NEW
Shares24,306
Change+24,306
Value$1.2M
Filed 2026-10-14
Trust Co
INCREASED
Shares23,813 from 22,544
Change+1,269 (+6%)
Value$1.2M (+$61.0K)
Filed 2026-10-09
McHugh Group, LLC
UNCHANGED
Shares23,700 from 23,700
Change0 (0%)
Value$1.2M (-$1.9K)
Filed 2026-10-19
Fifth Third Bancorp
DECREASED
Shares23,254 from 26,841
Change-3,587 (-13%)
Value$1.2M (-$179.6K)
Filed 2026-11-05
Firestone Capital Management
UNCHANGED
Shares23,048 from 23,048
Change0 (0%)
Value$1.1M (-$1.8K)
Filed 2026-11-03
Coldstream Capital Management Inc
INCREASED
Shares22,467 from 17,672
Change+4,795 (+27%)
Value$1.1M (+$235.8K)
Filed 2026-11-09
Independent Financial Group, LLC
INCREASED
Shares22,226 from 5,203
Change+17,023 (+327%)
Value$1.1M (+$841.7K)
Filed 2026-10-13
Visionary Wealth Advisors
DECREASED
Shares22,052 from 24,110
Change-2,058 (-9%)
Value$1.1M (-$103.7K)
Filed 2026-11-04
Greenwood Gearhart LLC
UNCHANGED
Shares21,681 from 21,681
Change0 (0%)
Value$1.1M (-$1.7K)
Filed 2026-11-02
Flagstar Securities, Inc
DECREASED
Shares21,475 from 26,748
Change-5,273 (-20%)
Value$1.1M (-$263.0K)
Filed 2026-10-15
US Bancorp \de\
INCREASED
Shares21,469 from 20,631
Change+838 (+4%)
Value$1.1M (+$39.8K)
Filed 2026-11-05
IFP Advisors, Inc
DECREASED
Shares20,959 from 21,092
Change-133 (-1%)
Value$1.0M (-$8.3K)
Filed 2026-10-16
Geneos Wealth Management Inc.
INCREASED
Shares20,252 from 19,770
Change+482 (+2%)
Value$1.0M (+$22.3K)
Filed 2026-11-09
Investment Research Partners LLC
UNCHANGED
Shares20,042 from 20,042
Change0 (0%)
Value$991.5K (-$1.6K)
Filed 2026-10-19
Avail Investment Partners, LLC
UNCHANGED
Shares19,944 from 19,944
Change0 (0%)
Value$986.6K (-$1.6K)
Filed 2026-10-16
Go Invest LLC
INCREASED
Shares19,742 from 19,222
Change+520 (+3%)
Value$976.6K (+$24.1K)
Filed 2026-10-09
Robinson Smith Wealth Advisors LLC
DECREASED
Shares18,913 from 19,741
Change-828 (-4%)
Value$935.6K (-$42.6K)
Filed 2026-10-22
Park Avenue Securities LLC
INCREASED
Shares18,220 from 13,516
Change+4,704 (+35%)
Value$901.0K (+$231.0K)
Filed 2026-10-26
Bryant Woods Investment Advisors, LLC
DECREASED
Shares17,948 from 29,447
Change-11,499 (-39%)
Value$887.9K (-$571.2K)
Filed 2026-10-26
Iron Financial LLC
INCREASED
Shares17,671 from 17,656
Change+15 (+0%)
Value$874.2K (-$638)
Filed 2026-10-23
MBL Wealth, LLC
DECREASED
Shares17,286 from 18,281
Change-995 (-5%)
Value$855.1K (-$50.7K)
Filed 2026-10-22
JGP Wealth Management, LLC
UNCHANGED
Shares16,875 from 16,875
Change0 (0%)
Value$834.8K (-$1.4K)
Filed 2026-10-13
Vise Technologies, Inc.
NEW
Shares16,450
Change+16,450
Value$813.8K
Filed 2026-10-29
Vicus Capital
DECREASED
Shares16,077 from 16,143
Change-66 (0%)
Value$795.3K (-$4.6K)
Filed 2026-11-05
MSH Capital Advisors LLC
INCREASED
Shares15,938 from 14,555
Change+1,383 (+10%)
Value$788.5K (+$67.3K)
Filed 2026-11-03
Ashton Thomas Private Wealth, LLC
INCREASED
Shares15,743 from 15,649
Change+94 (+1%)
Value$778.8K (+$3.4K)
Filed 2026-11-03
Thrive Capital Management, LLC
DECREASED
Shares15,453 from 15,500
Change-47 (0%)
Value$764.4K (-$3.6K)
Filed 2026-10-28
Avaii Wealth Management, LLC
UNCHANGED
Shares15,365 from 15,365
Change0 (0%)
Value$765.2K (+$3.8K)
Filed 2026-10-09
Archer Investment Management, LLC
DECREASED
Shares15,255 from 19,384
Change-4,129 (-21%)
Value$754.7K (-$205.8K)
Filed 2026-10-13
EPG Wealth Management LLC
INCREASED
Shares14,806 from 14,768
Change+38 (+0%)
Value$732.4K (+$699)
Filed 2026-11-03
Crescent Sterling, Ltd.
INCREASED
Shares14,623 from 13,980
Change+643 (+5%)
Value$723.4K (+$30.7K)
Filed 2026-10-16
Brady Martz Wealth Solutions, LLC
DECREASED
Shares14,549 from 14,572
Change-23 (0%)
Value$719.7K (-$2.3K)
Filed 2026-11-05
PKS Advisory Services, LLC
UNCHANGED
Shares14,304 from 14,304
Change0 (0%)
Value$708.8K ($0)
Filed 2026-10-26
M Holdings Securities, Inc.
DECREASED
Shares14,053 from 14,349
Change-296 (-2%)
Value$709 (-$707.3K)
Filed 2026-11-03
Journey Advisory Group, LLC
INCREASED
Shares13,337 from 13,163
Change+174 (+1%)
Value$659.8K (+$7.6K)
Filed 2026-11-04
StoneX Group Inc.
INCREASED
Shares13,193 from 9,470
Change+3,723 (+39%)
Value$652.7K (+$183.4K)
Filed 2026-11-03
Aerodigm Wealth, LLC
UNCHANGED
Shares13,072 from 13,072
Change0 (0%)
Value$646.7K (-$1.0K)
Filed 2026-10-16
Atria Investments, Inc
DECREASED
Shares13,012 from 16,863
Change-3,851 (-23%)
Value$643.7K (-$191.8K)
Filed 2026-10-15
Triumph Capital Management
DECREASED
Shares12,179 from 19,159
Change-6,980 (-36%)
Value$602.5K (-$346.8K)
Filed 2026-10-14
Annex Advisory Services, LLC
DECREASED
Shares12,083 from 13,238
Change-1,155 (-9%)
Value$597.7K (-$58.2K)
Filed 2026-10-16
B. Riley Wealth Advisors, Inc.
DECREASED
Shares11,010 from 15,406
Change-4,396 (-29%)
Value$544.7K (-$214.7K)
Filed 2026-10-13
Friday Financial
INCREASED
Shares10,764 from 10,592
Change+172 (+2%)
Value$529.6K (+$5.6K)
Filed 2026-10-09
Ballast Rock Private Wealth LLC
INCREASED
Shares10,581 from 5,772
Change+4,809 (+83%)
Value$523.5K (+$237.5K)
Filed 2026-10-26
Belleair Asset Management, LLC
DECREASED
Shares10,383 from 11,392
Change-1,009 (-9%)
Value$513.6K (-$50.8K)
Filed 2026-11-03
CFS Investment Advisory Services, LLC
DECREASED
Shares10,205 from 10,318
Change-113 (-1%)
Value$507.9K (-$3.9K)
Filed 2026-10-19
Fisher Asset Management, LLC
NEW
Shares10,095
Change+10,095
Value$499.4K
Filed 2026-11-06
Atwater Malick LLC
NEW
Shares10,031
Change+10,031
Value$496.2K
Filed 2026-10-15
Redwood Financial Network Corp
INCREASED
Shares10,025 from 9,724
Change+301 (+3%)
Value$495.9K (+$14.1K)
Filed 2026-11-03
Hazlett, Burt & Watson, Inc.
INCREASED
Shares9,781 from 9,740
Change+41 (+0%)
Value$192.3K (+$5.0K)
Filed 2026-11-04
TFC Financial Management, Inc.
UNCHANGED
Shares9,767 from 9,767
Change0 (0%)
Value$483.2K (-$781)
Filed 2026-10-26
Midwest Trust Co
UNCHANGED
Shares9,695 from 9,695
Change0 (0%)
Value$479.6K (-$775)
Filed 2026-10-22
Diversified Trust Co
INCREASED
Shares9,688 from 9,053
Change+635 (+7%)
Value$479.3K (+$30.7K)
Filed 2026-11-06
Strategic Blueprint, LLC
INCREASED
Shares9,352 from 9,033
Change+319 (+4%)
Value$462.6K (+$15.1K)
Filed 2026-10-22
KPP Advisory Services LLC
DECREASED
Shares9,309 from 10,971
Change-1,662 (-15%)
Value$460.5K (-$83.1K)
Filed 2026-10-26
Wells Financial Advisors Inc
INCREASED
Shares9,114 from 8,816
Change+298 (+3%)
Value$450.9K (+$14.0K)
Filed 2026-11-02
Spire Wealth Management
DECREASED
Shares9,065 from 9,655
Change-590 (-6%)
Value$448.4K (-$30.0K)
Filed 2026-10-30
Prism Planning Partners LLC
UNCHANGED
Shares9,033 from 9,033
Change0 (0%)
Value$446.9K (-$723)
Filed 2026-10-27
Freestate Advisors LLC
INCREASED
Shares9,007 from 8,988
Change+19 (+0%)
Value$445.6K (+$220)
Filed 2026-10-09
Brighton Jones LLC
INCREASED
Shares8,803 from 8,436
Change+367 (+4%)
Value$435.5K (+$17.5K)
Filed 2026-11-03
Ipsen Advisor Group LLC
DECREASED
Shares8,788 from 10,525
Change-1,737 (-16%)
Value$434.8K (-$86.7K)
Filed 2026-10-29
G2 Capital Management, LLC / OH
UNCHANGED
Shares8,690 from 8,690
Change0 (0%)
Value$429.9K (-$695)
Filed 2026-10-23
Andina Capital Management, LLC
DECREASED
Shares8,669 from 10,419
Change-1,750 (-17%)
Value$428.9K (-$87.4K)
Filed 2026-10-21
Triad Wealth Partners, LLC
DECREASED
Shares8,634 from 8,880
Change-246 (-3%)
Value$427.1K (-$20.1K)
Filed 2026-10-26
Kickstand Ventures, Llc.
INCREASED
Shares8,594 from 6,131
Change+2,463 (+40%)
Value$425.2K (+$121.4K)
Filed 2026-11-09
International Private Wealth Advisors LLC
DECREASED
Shares8,546 from 8,608
Change-62 (-1%)
Value$422.8K (-$3.8K)
Filed 2026-11-05
Nicholas Hoffman & Company, Llc.
UNCHANGED
Shares8,540 from 8,540
Change0 (0%)
Value$422.5K (-$683)
Filed 2026-10-30
Platform Technology Partners
DECREASED
Shares8,517 from 8,667
Change-150 (-2%)
Value$421.3K (-$8.1K)
Filed 2026-11-02
Legacy Trust
UNCHANGED
Shares8,500 from 8,500
Change0 (0%)
Value$428.5K (+$7.3K)
Filed 2026-11-06
Prospera Financial Services Inc
NEW
Shares8,431
Change+8,431
Value$425.0K
Filed 2026-11-04
Accredited Investor Services, LLC
DECREASED
Shares8,306 from 8,924
Change-618 (-7%)
Value$410.9K (-$31.3K)
Filed 2026-10-22
Keybank National Association
INCREASED
Shares8,160 from 4,586
Change+3,574 (+78%)
Value$403.7K (+$176.4K)
Filed 2026-11-04
Asset One Wealth Management LLC
DECREASED
Shares8,122 from 9,992
Change-1,870 (-19%)
Value$401.8K (-$95.7K)
Filed 2026-11-02
Worth Financial Advisory Group, LLC
DECREASED
Shares7,987 from 8,639
Change-652 (-8%)
Value$395.1K (-$32.9K)
Filed 2026-10-19
Assetmark, Inc
INCREASED
Shares7,941 from 5,360
Change+2,581 (+48%)
Value$392.8K (+$127.3K)
Filed 2026-10-21
Wealth Preservation Advisors, LLC
NEW
Shares7,554
Change+7,554
Value$373.7K
Filed 2026-11-05
Wedbush Securities Inc
DECREASED
Shares7,544 from 7,929
Change-385 (-5%)
Value$373.0K (-$20.0K)
Filed 2026-10-22
Beacon Financial Group
UNCHANGED
Shares7,518 from 7,518
Change0 (0%)
Value$371.9K (-$602)
Filed 2026-10-19
Sovran Advisors, LLC
INCREASED
Shares7,426 from 7,282
Change+144 (+2%)
Value$376.4K (+$16.0K)
Filed 2026-11-02
Certified Advisory Corp
DECREASED
Shares7,292 from 7,781
Change-489 (-6%)
Value$360.7K (-$24.8K)
Filed 2026-10-29
Hoese & Co LLP
UNCHANGED
Shares7,230 from 7,230
Change0 (0%)
Value$357.7K (-$507)
Filed 2026-10-21
Partners in Financial Planning
UNCHANGED
Shares7,096 from 7,096
Change0 (0%)
Value$351.0K (-$568)
Filed 2026-11-06
Hickory Point Bank & Trust
UNCHANGED
Shares7,072 from 7,072
Change0 (0%)
Value$349.9K (-$566)
Filed 2026-10-01
Cowa, LLC
DECREASED
Shares7,039 from 12,856
Change-5,817 (-45%)
Value$348.2K (-$288.8K)
Filed 2026-10-30
Perigon Wealth Management, LLC
DECREASED
Shares6,883 from 7,483
Change-600 (-8%)
Value$340.5K (-$30.3K)
Filed 2026-10-22
River's Edge Wealth Management, LLC
UNCHANGED
Shares6,790 from 6,790
Change0 (0%)
Value$341.2K (+$3.1K)
Filed 2026-10-19
Insight Wealth Strategies, LLC
UNCHANGED
Shares6,621 from 6,621
Change0 (0%)
Value$327.5K (+$3.2K)
Filed 2026-10-09
Avior Wealth Management, LLC
INCREASED
Shares6,432 from 6,162
Change+270 (+4%)
Value$318.2K (+$12.9K)
Filed 2026-10-13
Bond & Devick Financial Network, Inc.
INCREASED
Shares6,426 from 6,370
Change+56 (+1%)
Value$317.9K (+$2.3K)
Filed 2026-10-23
Cooper Financial Group
INCREASED
Shares6,363 from 6,217
Change+146 (+2%)
Value$314.8K (+$6.7K)
Filed 2026-10-07
Ethic Inc.
UNCHANGED
Shares6,336 from 6,336
Change0 (0%)
Value$313.4K (-$507)
Filed 2026-11-03
Nwam LLC
UNCHANGED
Shares6,307 from 6,307
Change0 (0%)
Value$312.0K (-$504)
Filed 2026-11-09
Abel Hall, LLC
DECREASED
Shares6,280 from 6,869
Change-589 (-9%)
Value$310.7K (-$29.7K)
Filed 2026-10-19
Russell Investments Group, Ltd.
INCREASED
Shares6,211 from 5,776
Change+435 (+8%)
Value$307.2K (+$21.1K)
Filed 2026-11-06
Astra Wealth Partners LLC
DECREASED
Shares6,200 from 6,943
Change-743 (-11%)
Value$306.7K (-$37.3K)
Filed 2026-11-06
Opus Financial Solutions LLC
DECREASED
Shares6,069 from 7,220
Change-1,151 (-16%)
Value$300.2K (-$57.5K)
Filed 2026-11-06
Fortis Capital Advisors, LLC
NEW
Shares6,027
Change+6,027
Value$298.2K
Filed 2026-11-09
Belpointe Asset Management LLC
NEW
Shares6,027
Change+6,027
Value$298.2K
Filed 2026-11-09
Sterling Wealth Management, Inc.
UNCHANGED
Shares5,896 from 5,896
Change0 (0%)
Value$291.7K (-$472)
Filed 2026-10-23
Fulton Bank, N.A.
NEW
Shares5,787
Change+5,787
Value$286.3K
Filed 2026-10-14
Hurlow Wealth Management Group, Inc.
UNCHANGED
Shares5,777 from 5,777
Change0 (0%)
Value$285.8K (-$462)
Filed 2026-10-29
Key FInancial Inc
UNCHANGED
Shares5,777 from 5,777
Change0 (0%)
Value$285.8K (-$462)
Filed 2026-11-02
Wolff Financial Management LLC
DECREASED
Shares5,725 from 6,024
Change-299 (-5%)
Value$283.2K (-$15.3K)
Filed 2026-10-23
Citigroup Inc
DECREASED
Shares5,689 from 6,671
Change-982 (-15%)
Value$281.4K (-$49.1K)
Filed 2026-11-04
Mission Financial Group, LLC
UNCHANGED
Shares5,666 from 5,666
Change0 (0%)
Value$280.3K (-$454)
Filed 2026-10-21
Basso Capital Management, L.P.
UNCHANGED
Shares5,633 from 5,633
Change0 (0%)
Value$278.7K (-$450)
Filed 2026-10-30
Valley Forge Investment Consultants Inc ADV
UNCHANGED
Shares5,588 from 5,588
Change0 (0%)
Value$276.4K (-$447)
Filed 2026-11-03
Modera Wealth Management, LLC
UNCHANGED
Shares5,587 from 5,587
Change0 (0%)
Value$276.4K (-$447)
Filed 2026-10-28
Unique Wealth Strategies, LLC
UNCHANGED
Shares5,581 from 5,581
Change0 (0%)
Value$276.5K ($0)
Filed 2026-10-13
Versant Capital Management, Inc
UNCHANGED
Shares5,490 from 5,490
Change0 (0%)
Value$271.6K (-$440)
Filed 2026-10-02
HBE Wealth Management, LLC
UNCHANGED
Shares5,481 from 5,481
Change0 (0%)
Value$271.1K (-$439)
Filed 2026-11-06
Personal CFO Solutions, LLC
DECREASED
Shares5,446 from 163,109
Change-157,663 (-97%)
Value$269.4K (-$7.8M)
Filed 2026-11-06
SYM Financial Corp
UNCHANGED
Shares5,402 from 5,402
Change0 (0%)
Value$267.2K (-$432)
Filed 2026-10-26
Bison Wealth, LLC
DECREASED
Shares5,367 from 5,483
Change-116 (-2%)
Value$266.5K (-$7.5K)
Filed 2026-10-13
Diversified Enterprises, LLC
UNCHANGED
Shares5,318 from 5,318
Change0 (0%)
Value$263.1K (-$426)
Filed 2026-10-19
Ritholtz Wealth Management
DECREASED
Shares5,274 from 5,738
Change-464 (-8%)
Value$260.9K (-$23.4K)
Filed 2026-11-05
Genesis Private Wealth, LLC
UNCHANGED
Shares5,253 from 5,253
Change0 (0%)
Value$259.9K (-$420)
Filed 2026-11-02
Pinnacle Associates LTD
UNCHANGED
Shares5,173 from 5,173
Change0 (0%)
Value$255.9K (-$414)
Filed 2026-10-20
Western Wealth Management, LLC
UNCHANGED
Shares5,167 from 5,167
Change0 (0%)
Value$255.6K (-$414)
Filed 2026-11-09
Pinnacle Wealth Management Advisory Group, LLC
UNCHANGED
Shares5,147 from 5,147
Change0 (0%)
Value$254.6K (-$412)
Filed 2026-10-23
Everhart Financial Group, Inc.
INCREASED
Shares5,076 from 4,771
Change+305 (+6%)
Value$251.1K (+$14.7K)
Filed 2026-10-08
Keeler Thomas Management LLC
INCREASED
Shares5,032 from 4,532
Change+500 (+11%)
Value$248.9K (+$24.4K)
Filed 2026-10-29
Stewardship Advisors, LLC
UNCHANGED
Shares4,975 from 4,975
Change0 (0%)
Value$246.1K (-$398)
Filed 2026-10-20
Koshinski Asset Management, Inc.
INCREASED
Shares4,969 from 4,933
Change+36 (+1%)
Value$245.8K (+$1.4K)
Filed 2026-10-29
Cambridge Advisors Inc.
DECREASED
Shares4,805 from 5,799
Change-994 (-17%)
Value$237.7K (-$49.6K)
Filed 2026-10-19
Cherry Tree Wealth Management, LLC
DECREASED
Shares4,767 from 4,770
Change-3 (0%)
Value$235.8K (-$530)
Filed 2026-10-15
Seek First Inc.
UNCHANGED
Shares4,670 from 4,670
Change0 (0%)
Value$231.0K (-$374)
Filed 2026-10-27
Riverchase Wealth Management, LLC
UNCHANGED
Shares4,658 from 4,658
Change0 (0%)
Value$230.4K (-$373)
Filed 2026-10-28
Brookstone Capital Management
DECREASED
Shares4,561 from 5,111
Change-550 (-11%)
Value$225.6K (-$27.6K)
Filed 2026-10-22
Cassaday & Co Wealth Management LLC
DECREASED
Shares4,505 from 4,796
Change-291 (-6%)
Value$222.9K (-$14.8K)
Filed 2026-10-27
Aspen Wealth Management LLC
UNCHANGED
Shares4,504 from 4,504
Change0 (0%)
Value$222.8K (-$361)
Filed 2026-10-14
Acorn Wealth Advisors, LLC
DECREASED
Shares4,450 from 6,335
Change-1,885 (-30%)
Value$220.1K (-$93.8K)
Filed 2026-10-19
E6 Portfolios, LLC
DECREASED
Shares4,365 from 6,195
Change-1,830 (-30%)
Value$215.9K (-$91.0K)
Filed 2026-10-26
Cyndeo Wealth Partners, LLC
UNCHANGED
Shares4,359 from 4,359
Change0 (0%)
Value$215.6K (-$348)
Filed 2026-10-16
Venture Visionary Partners LLC
DECREASED
Shares4,357 from 10,194
Change-5,837 (-57%)
Value$215.5K (-$289.6K)
Filed 2026-10-07
Meridian Financial Advisors, LLC
UNCHANGED
Shares4,288 from 4,288
Change0 (0%)
Value$212.1K (-$343)
Filed 2026-10-14
Cyr Financial Inc.
DECREASED
Shares4,206 from 5,076
Change-870 (-17%)
Value$208.1K (-$43.5K)
Filed 2026-10-16
Private Wealth Partners, LLC
UNCHANGED
Shares4,168 from 4,168
Change0 (0%)
Value$206.2K (-$333)
Filed 2026-10-22
Focus Financial Network, Inc.
DECREASED
Shares4,144 from 5,697
Change-1,553 (-27%)
Value$205.0K (-$77.3K)
Filed 2026-10-14
Argent Trust Co
UNCHANGED
Shares4,137 from 4,137
Change0 (0%)
Value$204.7K (-$331)
Filed 2026-11-09
Wedmont Private Capital
UNCHANGED
Shares4,128 from 4,128
Change0 (0%)
Value$203.8K (-$743)
Filed 2026-10-09
Oasis Advisors, LLC
DECREASED
Shares4,113 from 4,195
Change-82 (-2%)
Value$203.4K (-$4.4K)
Filed 2026-10-16
Kaufman Rossin Wealth, LLC
NEW
Shares4,100
Change+4,100
Value$202.8K
Filed 2026-10-19
Blue Trust, Inc.
INCREASED
Shares4,086 from 1,954
Change+2,132 (+109%)
Value$202.2K (+$105.3K)
Filed 2026-10-15
Hamilton Point Investment Advisors, LLC
NEW
Shares3,998
Change+3,998
Value$197.8K
Filed 2026-11-03
Princeton Global Asset Management LLC
UNCHANGED
Shares3,742 from 3,742
Change0 (0%)
Value$185.1K (-$300)
Filed 2026-10-21
UMB Bank, n.a.
INCREASED
Shares3,480 from 1,360
Change+2,120 (+156%)
Value$172.2K (+$104.8K)
Filed 2026-11-06
Trust Co of Vermont
UNCHANGED
Shares3,478 from 3,478
Change0 (0%)
Value$172.1K (-$278)
Filed 2026-10-21
Wilmington Savings Fund Society, FSB
INCREASED
Shares2,992 from 1,992
Change+1,000 (+50%)
Value$148.0K (+$49.3K)
Filed 2026-10-23
Physician Wealth Advisors, Inc.
UNCHANGED
Shares2,950 from 2,950
Change0 (0%)
Value$145.9K (-$236)
Filed 2026-10-20
Horizons Wealth Management
NEW
Shares2,767
Change+2,767
Value$136.9K
Filed 2026-10-05
IFS Advisors, LLC
NEW
Shares2,734
Change+2,734
Value$135.3K
Filed 2026-10-14
Clearstead Advisors, LLC
INCREASED
Shares2,417 from 1,485
Change+932 (+63%)
Value$119.6K (+$46.0K)
Filed 2026-11-06
JFS Wealth Advisors, LLC
UNCHANGED
Shares2,321 from 2,321
Change0 (0%)
Value$114.8K (-$186)
Filed 2026-11-03
EverSource Wealth Advisors, LLC
DECREASED
Shares2,070 from 2,176
Change-106 (-5%)
Value$102.4K (-$5.4K)
Filed 2026-11-04
Motco
UNCHANGED
Shares1,995 from 1,995
Change0 (0%)
Value$98.7K (-$159)
Filed 2026-11-09
SouthState Bank Corp
UNCHANGED
Shares1,911 from 1,911
Change0 (0%)
Value$94.5K (-$153)
Filed 2026-11-09
Bessemer Group Inc
DECREASED
Shares1,764 from 1,979
Change-215 (-11%)
Value$87.0K (-$11.0K)
Filed 2026-11-09
Arlington Trust Co LLC
UNCHANGED
Shares1,450 from 1,450
Change0 (0%)
Value$71.7K (-$116)
Filed 2026-10-20
Clearstead Trust, LLC
UNCHANGED
Shares1,410 from 1,410
Change0 (0%)
Value$69.8K (-$113)
Filed 2026-11-06
Pinnacle Bancorp, Inc.
UNCHANGED
Shares1,343 from 1,343
Change0 (0%)
Value$66.4K (-$108)
Filed 2026-10-21
Mainstream Capital Management LLC
NEW
Shares1,163
Change+1,163
Value$57.5K
Filed 2026-10-23
Root Financial Partners, LLC
NEW
Shares1,113
Change+1,113
Value$55.1K
Filed 2026-10-21
IFG Advisory, LLC
UNCHANGED
Shares896 from 896
Change0 (0%)
Value$44.3K (-$71)
Filed 2026-11-09
Navigoe, LLC
UNCHANGED
Shares880 from 880
Change0 (0%)
Value$43 ($0)
Filed 2026-11-04
Cetera Trust Company, N.a
UNCHANGED
Shares686 from 686
Change0 (0%)
Value$33.9K (-$55)
Filed 2026-11-09
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares669 from 669
Change0 (0%)
Value$33.1K (-$54)
Filed 2026-11-04
Compass Financial Management LLC
NEW
Shares665
Change+665
Value$32.9K
Filed 2026-10-30
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares648 from 648
Change0 (0%)
Value$32.0K ($0)
Filed 2026-10-14
Bank of Montreal
DECREASED
Shares632 from 1,719
Change-1,087 (-63%)
Value$31.3K (-$53.9K)
Filed 2026-11-09
Highline Wealth Partners LLC
UNCHANGED
Shares609 from 609
Change0 (0%)
Value$30.1K (-$49)
Filed 2026-10-19
Asset Dedication, LLC
UNCHANGED
Shares595 from 595
Change0 (0%)
Value$29.4K (-$48)
Filed 2026-11-03
Nova Financial LLC
NEW
Shares524
Change+524
Value$25.9K
Filed 2026-11-04
Elevate Wealth Advisory, Inc
UNCHANGED
Shares479 from 479
Change0 (0%)
Value$23.7K (-$38)
Filed 2026-10-29
Key Capital Management, Inc
NEW
Shares468
Change+468
Value$23.2K
Filed 2026-11-03
Mather Group, Llc.
INCREASED
Shares447 from 426
Change+21 (+5%)
Value$22.1K (+$1.0K)
Filed 2026-10-14
Noble Wealth Management PBC
DECREASED
Shares445 from 450
Change-5 (-1%)
Value$22.0K (-$284)
Filed 2026-10-01
Lanark Financial, Inc.
INCREASED
Shares423 from 125
Change+298 (+238%)
Value$20.9K (+$14.7K)
Filed 2026-10-26
Elyxium Wealth, LLC
NEW
Shares404
Change+404
Value$20.0K
Filed 2026-10-27
Signature Equity Partners, LLC
NEW
Shares390
Change+390
Value$19.3K
Filed 2026-10-29
Hantz Financial Services, Inc.
UNCHANGED
Shares352 from 352
Change0 (0%)
Value$17 ($0)
Filed 2026-11-09
Balance Wealth Partners LLC
NEW
Shares329
Change+329
Value$16.3K
Filed 2026-10-27
Financial Perspectives, Inc
UNCHANGED
Shares328 from 328
Change0 (0%)
Value$16.2K (-$26)
Filed 2026-11-03
Kingdom Financial Group Llc.
UNCHANGED
Shares313 from 313
Change0 (0%)
Value$15.5K (-$25)
Filed 2026-11-04
Team Financial Group, LLC
NEW
Shares305
Change+305
Value$15.1K
Filed 2026-10-30
GK Wealth Management LLC
DECREASED
Shares299 from 10,323
Change-10,024 (-97%)
Value$14.8K (-$496.7K)
Filed 2026-10-09
Vermillion Wealth Management, Inc.
DECREASED
Shares298 from 1,755
Change-1,457 (-83%)
Value$14.7K (-$72.2K)
Filed 2026-10-26
Contravisory Investment Management, Inc.
NEW
Shares293
Change+293
Value$14.5K
Filed 2026-10-13
Gamma Investing LLC
DECREASED
Shares292 from 293
Change-1 (0%)
Value$14.4K (-$73)
Filed 2026-10-08
CGC Financial Services, LLC
UNCHANGED
Shares289 from 289
Change0 (0%)
Value$14.3K (-$23)
Filed 2026-10-13
Lloyd Advisory Services, Llc.
UNCHANGED
Shares285 from 285
Change0 (0%)
Value$14.1K (-$23)
Filed 2026-11-02
Wolff Wiese Magana LLC
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$11.9K (-$19)
Filed 2026-10-15
North Point Portfolio Managers Corp
NEW
Shares229
Change+229
Value$11.3K
Filed 2026-10-07
IAG Wealth Partners, LLC
NEW
Shares227
Change+227
Value$11.2K
Filed 2026-11-06
DecisionPoint Financial, LLC
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$10.3K (+$44)
Filed 2026-10-27
Golden State Wealth Management, LLC
UNCHANGED
Shares206 from 206
Change0 (0%)
Value$10.2K (-$16)
Filed 2026-11-02
Mascoma Wealth Management LLC
UNCHANGED
Shares156 from 156
Change0 (0%)
Value$7.7K (-$13)
Filed 2026-10-23
Montag A & Associates Inc
UNCHANGED
Shares124 from 124
Change0 (0%)
Value$6.1K (-$10)
Filed 2026-10-29
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares122 from 122
Change0 (0%)
Value$6.0K (-$10)
Filed 2026-10-27
Trust Co of Toledo NA
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$5.1K (-$9)
Filed 2026-10-16
GoalVest Advisory LLC
NEW
Shares97
Change+97
Value$4.8K
Filed 2026-10-02
Laurel Wealth Advisors LLC
NEW
Shares75
Change+75
Value$3.7K
Filed 2026-10-27
Financial Consulate, Inc
UNCHANGED
Shares73 from 73
Change0 (0%)
Value$3.6K (-$6)
Filed 2026-10-23
United Financial Planning Group LLC
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$3.5K (-$6)
Filed 2026-11-04
Buck Wealth Strategies, LLC
INCREASED
Shares63 from 45
Change+18 (+40%)
Value$3.1K (+$887)
Filed 2026-10-28
Strive Financial Group,LLC
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$2.7K (-$5)
Filed 2026-11-09
Clayton Financial Group LLC
NEW
Shares46
Change+46
Value$2.3K
Filed 2026-10-13
Godsey & Gibb, Inc
DECREASED
Shares39 from 74
Change-35 (-47%)
Value$1.9K (-$1.7K)
Filed 2026-10-14
Nfsg Corp
DECREASED
Shares32 from 76
Change-44 (-58%)
Value$1.6K (-$2.2K)
Filed 2026-10-15
American Capital Advisory, LLC
NEW
Shares23
Change+23
Value$1.1K
Filed 2026-10-28
First Pacific Financial
NEW
Shares22
Change+22
Value$1.1K
Filed 2026-10-14
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$1.1K (-$2)
Filed 2026-10-23
Signaturefd, LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$1.0K (-$2)
Filed 2026-10-23
James T. Borello RIA
NEW
Shares20
Change+20
Value$989
Filed 2026-10-16
Parkside Financial Bank & Trust
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$693 (-$1)
Filed 2026-10-27
IMG Wealth Management, Inc.
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$693 (-$1)
Filed 2026-10-27
Jacobi Capital Management LLC
NEW
Shares9
Change+9
Value$463
Filed 2026-11-05
Employees' Retirement Fund of the City of Fort Worth
CLOSED
Shares0 from 109,000
Change-109,000 (-100%)
Value$0 (-$5.4M)
Filed 2026-11-02
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 18,647
Change-18,647 (-100%)
Value$0 (-$924.0K)
Filed 2026-10-16
Orgel Wealth Management, LLC
CLOSED
Shares0 from 17,691
Change-17,691 (-100%)
Value$0 (-$876.6K)
Filed 2026-10-14
World Equity Group, Inc.
CLOSED
Shares0 from 7,249
Change-7,249 (-100%)
Value$0 (-$359.2K)
Filed 2026-10-14
Elevation Point Wealth Partners, LLC
CLOSED
Shares0 from 6,131
Change-6,131 (-100%)
Value$0 (-$303.8K)
Filed 2026-11-05
NBT Bank, N.A.
CLOSED
Shares0 from 4,179
Change-4,179 (-100%)
Value$0 (-$207.1K)
Filed 2026-10-21
Factor Wealth Management LTD
CLOSED
Shares0 from 4,160
Change-4,160 (-100%)
Value$0 (-$206.1K)
Filed 2026-10-08
Sagace Wealth Management LLC
CLOSED
Shares0 from 4,102
Change-4,102 (-100%)
Value$0 (-$203.3K)
Filed 2026-10-28
Cornerstone Planning Group LLC
CLOSED
Shares0 from 1,301
Change-1,301 (-100%)
Value$0 (-$64.7K)
Filed 2026-10-16
MCF Advisors LLC
CLOSED
Shares0 from 1,268
Change-1,268 (-100%)
Value$0 (-$62.8K)
Filed 2026-10-28
Chilton Capital Management LLC
CLOSED
Shares0 from 1,146
Change-1,146 (-100%)
Value$0 (-$56.8K)
Filed 2026-10-28
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,132
Change-1,132 (-100%)
Value$0 (-$55.5K)
Filed 2026-11-02
LifeSteps Financial, Inc.
CLOSED
Shares0 from 629
Change-629 (-100%)
Value$0 (-$31.2K)
Filed 2026-10-15
Wagner Wealth Management, LLC
CLOSED
Shares0 from 177
Change-177 (-100%)
Value$0 (-$8.8K)
Filed 2026-10-21
Tucker Asset Management LLC
CLOSED
Shares0 from 111
Change-111 (-100%)
Value$0 (-$5.5K)
Filed 2026-10-29
Salem Investment Counselors Inc
CLOSED
Shares0 from 96
Change-96 (-100%)
Value$0 (-$4.8K)
Filed 2026-10-13
Simplex Trading, LLC
CLOSED
Shares0 from 79
Change-79 (-100%)
Value$0 (-$3.9K)
Filed 2026-11-04
NorthAvenue LLC
CLOSED
Shares0 from 60
Change-60 (-100%)
Value$0 (-$3.0K)
Filed 2026-10-29
Birchwood Financial Partners, Inc.
CLOSED
Shares0 from 28
Change-28 (-100%)
Value$0 (-$1.4K)
Filed 2026-11-02
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 26
Change-26 (-100%)
Value$0 (-$1.3K)
Filed 2026-11-06
Evolution Advisers, Inc.
CLOSED
Shares0 from 22
Change-22 (-100%)
Value$0 (-$1)
Filed 2026-11-06
Citizens National Bank Trust Department
CLOSED
Shares0 from 18
Change-18 (-100%)
Value$0 (-$892)
Filed 2026-11-04
Northwestern Mutual Wealth Management Co
N/A
Shares— from 59,026,522
Change-59,026,522 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 14,377,913
Change-14,377,913 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 11,077,862
Change-11,077,862 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 7,526,589
Change-7,526,589 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 6,252,224
Change-6,252,224 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 6,172,336
Change-6,172,336 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 4,713,571
Change-4,713,571 (-100%)
Value—
UBS Group AG
N/A
Shares— from 4,130,838
Change-4,130,838 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 3,181,448
Change-3,181,448 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 2,734,970
Change-2,734,970 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 2,164,505
Change-2,164,505 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 2,154,717
Change-2,154,717 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 1,903,106
Change-1,903,106 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,566,816
Change-1,566,816 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 1,564,321
Change-1,564,321 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,420,268
Change-1,420,268 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,369,264
Change-1,369,264 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,345,944
Change-1,345,944 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,276,333
Change-1,276,333 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 1,155,220
Change-1,155,220 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 1,142,286
Change-1,142,286 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,106,741
Change-1,106,741 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 1,095,233
Change-1,095,233 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,076,926
Change-1,076,926 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 1,061,444
Change-1,061,444 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 974,936
Change-974,936 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 874,412
Change-874,412 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 822,310
Change-822,310 (-100%)
Value—
Mason Street Advisors, LLC
N/A
Shares— from 792,666
Change-792,666 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 773,653
Change-773,653 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 719,179
Change-719,179 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 704,293
Change-704,293 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 698,840
Change-698,840 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 573,316
Change-573,316 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 532,178
Change-532,178 (-100%)
Value—
TriCert Investment Counsel Inc.
N/A
Shares— from 519,816
Change-519,816 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 508,468
Change-508,468 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 470,381
Change-470,381 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 459,291
Change-459,291 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 451,815
Change-451,815 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 427,701
Change-427,701 (-100%)
Value—
Bitterroot Capital Advisors LLC
N/A
Shares— from 379,823
Change-379,823 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 365,142
Change-365,142 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 307,058
Change-307,058 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 305,401
Change-305,401 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 305,078
Change-305,078 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 277,660
Change-277,660 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 260,992
Change-260,992 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 259,003
Change-259,003 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 252,064
Change-252,064 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 241,247
Change-241,247 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 233,794
Change-233,794 (-100%)
Value—
Kinetic Wealth Investment Advisors LLC
N/A
Shares— from 227,789
Change-227,789 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 222,912
Change-222,912 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 222,779
Change-222,779 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 220,256
Change-220,256 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 214,337
Change-214,337 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 211,239
Change-211,239 (-100%)
Value—
Ewing Morris & Co. Investment Partners Ltd.
N/A
Shares— from 202,585
Change-202,585 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 186,425
Change-186,425 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 162,431
Change-162,431 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 159,576
Change-159,576 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 143,225
Change-143,225 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 141,037
Change-141,037 (-100%)
Value—
Calydon Capital
N/A
Shares— from 134,228
Change-134,228 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 131,926
Change-131,926 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 130,849
Change-130,849 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 130,092
Change-130,092 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 119,677
Change-119,677 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 111,181
Change-111,181 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 109,205
Change-109,205 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 108,195
Change-108,195 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 107,814
Change-107,814 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 102,043
Change-102,043 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 98,568
Change-98,568 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 96,274
Change-96,274 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 91,594
Change-91,594 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 88,457
Change-88,457 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 84,874
Change-84,874 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 83,960
Change-83,960 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 83,599
Change-83,599 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 80,230
Change-80,230 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 77,910
Change-77,910 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 76,511
Change-76,511 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 73,643
Change-73,643 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 72,907
Change-72,907 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 71,795
Change-71,795 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 67,405
Change-67,405 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 66,559
Change-66,559 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 62,287
Change-62,287 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 60,750
Change-60,750 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 59,217
Change-59,217 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 59,216
Change-59,216 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 58,714
Change-58,714 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 58,233
Change-58,233 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 56,194
Change-56,194 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 54,448
Change-54,448 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 51,935
Change-51,935 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 51,307
Change-51,307 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 47,387
Change-47,387 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 47,240
Change-47,240 (-100%)
Value—
&partners
N/A
Shares— from 47,204
Change-47,204 (-100%)
Value—
Betterment LLC
N/A
Shares— from 46,365
Change-46,365 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 45,435
Change-45,435 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 43,840
Change-43,840 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 43,755
Change-43,755 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 43,544
Change-43,544 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 40,605
Change-40,605 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 39,309
Change-39,309 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 39,193
Change-39,193 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 36,234
Change-36,234 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 36,114
Change-36,114 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 34,371
Change-34,371 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 32,740
Change-32,740 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 32,392
Change-32,392 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 31,386
Change-31,386 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 31,162
Change-31,162 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 30,936
Change-30,936 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 30,587
Change-30,587 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 30,225
Change-30,225 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 29,556
Change-29,556 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 28,894
Change-28,894 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 28,494
Change-28,494 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 27,850
Change-27,850 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 25,593
Change-25,593 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 25,487
Change-25,487 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 24,519
Change-24,519 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 24,320
Change-24,320 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 23,207
Change-23,207 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 22,799
Change-22,799 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 22,640
Change-22,640 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 22,279
Change-22,279 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 22,217
Change-22,217 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 22,114
Change-22,114 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 21,785
Change-21,785 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 21,561
Change-21,561 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 20,736
Change-20,736 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 20,360
Change-20,360 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 19,848
Change-19,848 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 19,797
Change-19,797 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 19,379
Change-19,379 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 18,411
Change-18,411 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 17,015
Change-17,015 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 16,161
Change-16,161 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 15,701
Change-15,701 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 15,070
Change-15,070 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 14,846
Change-14,846 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 14,689
Change-14,689 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 14,594
Change-14,594 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 14,152
Change-14,152 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 13,752
Change-13,752 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 13,441
Change-13,441 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 13,373
Change-13,373 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 13,080
Change-13,080 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 12,870
Change-12,870 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 12,396
Change-12,396 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 12,099
Change-12,099 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 12,007
Change-12,007 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 11,996
Change-11,996 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 11,800
Change-11,800 (-100%)
Value—
Hyundai Investments Co., Ltd.
N/A
Shares— from 11,576
Change-11,576 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 11,522
Change-11,522 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 11,261
Change-11,261 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 11,122
Change-11,122 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 11,038
Change-11,038 (-100%)
Value—
American Trust
N/A
Shares— from 10,936
Change-10,936 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 10,862
Change-10,862 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 10,687
Change-10,687 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 10,451
Change-10,451 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 10,089
Change-10,089 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 10,011
Change-10,011 (-100%)
Value—
Genesis Wealth Advisors, LLC
N/A
Shares— from 9,946
Change-9,946 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 9,650
Change-9,650 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 9,543
Change-9,543 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 9,478
Change-9,478 (-100%)
Value—
Stephens Inc
N/A
Shares— from 9,219
Change-9,219 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 8,980
Change-8,980 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 8,790
Change-8,790 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 8,593
Change-8,593 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 8,202
Change-8,202 (-100%)
Value—
Cerity Partners Retirement Plan Advisors LLC
N/A
Shares— from 8,100
Change-8,100 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 8,053
Change-8,053 (-100%)
Value—
Perspective Wealth Advisors LLC
N/A
Shares— from 7,724
Change-7,724 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 7,459
Change-7,459 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 7,412
Change-7,412 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 7,258
Change-7,258 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 7,165
Change-7,165 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 7,146
Change-7,146 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 7,101
Change-7,101 (-100%)
Value—
Kastel Capital Advisors, LLC
N/A
Shares— from 6,928
Change-6,928 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 6,840
Change-6,840 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 6,826
Change-6,826 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 6,790
Change-6,790 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 6,673
Change-6,673 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 6,624
Change-6,624 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 6,587
Change-6,587 (-100%)
Value—
LWM Advisory Services, LLC
N/A
Shares— from 6,486
Change-6,486 (-100%)
Value—
Haverford Financial Services, Inc.
N/A
Shares— from 6,415
Change-6,415 (-100%)
Value—
Blair William & Co
N/A
Shares— from 6,345
Change-6,345 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 6,213
Change-6,213 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 5,877
Change-5,877 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 5,829
Change-5,829 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 5,757
Change-5,757 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 5,630
Change-5,630 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 5,617
Change-5,617 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 5,414
Change-5,414 (-100%)
Value—
Retirement Management Systems Inc.
N/A
Shares— from 5,236
Change-5,236 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 5,182
Change-5,182 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 5,130
Change-5,130 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 5,043
Change-5,043 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 5,031
Change-5,031 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 4,838
Change-4,838 (-100%)
Value—
Commerce Bank
N/A
Shares— from 4,694
Change-4,694 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 4,613
Change-4,613 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 4,439
Change-4,439 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 4,434
Change-4,434 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 4,403
Change-4,403 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 4,314
Change-4,314 (-100%)
Value—
Heartland Advisors Inc
N/A
Shares— from 4,299
Change-4,299 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 4,185
Change-4,185 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 4,185
Change-4,185 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 3,553
Change-3,553 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 3,503
Change-3,503 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 2,264
Change-2,264 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 2,207
Change-2,207 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,738
Change-1,738 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 1,557
Change-1,557 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,338
Change-1,338 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,095
Change-1,095 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 1,020
Change-1,020 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 986
Change-986 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 794
Change-794 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 769
Change-769 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 750
Change-750 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 735
Change-735 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 603
Change-603 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 520
Change-520 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 331
Change-331 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 297
Change-297 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 292
Change-292 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 276
Change-276 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 260
Change-260 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 245
Change-245 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 236
Change-236 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 212
Change-212 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 159
Change-159 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 114
Change-114 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 91
Change-91 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 60
Change-60 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 58
Change-58 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 42
Change-42 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 39
Change-39 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 2
Change-2 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
PNC Financial Services Group, Inc.
DECREASED16,491,46317,152,533-661,070-4%$849.9M$815.8M-$34.1M2026-11-06
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED8,234,7277,891,119+343,608+4%$391.0M$407.4M+$16.4M2026-10-27
Capital Investment Advisors, LLC
INCREASED6,262,0666,123,953+138,113+2%$303.4M$309.8M+$6.3M2026-10-22
LPL Financial LLC
INCREASED4,615,6104,314,368+301,242+7%$213.8M$228.3M+$14.6M2026-11-06
Sage Mountain Advisors LLC
INCREASED1,750,2571,706,820+43,437+3%$84.6M$86.6M+$2.0M2026-11-02
Catalyst Capital Advisors LLC
INCREASED1,735,0341,650,206+84,828+5%$81.8M$85.8M+$4.1M2026-11-02
Millburn Ridgefield LLC
INCREASED1,735,0341,650,206+84,828+5%$81.8M$85.8M+$4.1M2026-11-06
Commonwealth Equity Services, LLC
INCREASED1,424,7911,385,860+38,931+3%$68.7M$70.5M+$1.8M2026-11-02
Allen Capital Group, LLC
INCREASED1,092,3601,053,465+38,895+4%$52.2M$54.0M+$1.8M2026-10-27
Carnegie Investment Counsel
INCREASED1,061,2191,014,957+46,262+5%$50.3M$52.5M+$2.2M2026-10-20
Larson Financial Group LLC
INCREASED995,656945,496+50,160+5%$46.8M$49.3M+$2.4M2026-11-05
RVW Wealth, LLC
INCREASED990,798958,361+32,437+3%$47.5M$49.0M+$1.5M2026-10-06
Harbor Group, Inc.
INCREASED902,172880,746+21,426+2%$43.6M$44.6M+$989.5K2026-10-14
Unison Advisors LLC
DECREASED887,436893,135-5,699-1%$44.3M$43.9M-$353.4K2026-10-29
Sunburst Financial Group, LLC
INCREASED877,982812,667+65,315+8%$40.3M$43.4M+$3.2M2026-10-09
Wharton Business Group, LLC
INCREASED795,265779,050+16,215+2%$38.6M$39.3M+$739.8K2026-11-09
D'Orazio & Associates, Inc.
DECREASED765,431906,626-141,195-16%$44.9M$37.9M-$7.1M2026-11-04
Foster Victor Wealth Advisors, LLC
INCREASED711,362697,839+13,523+2%$34.4M$35.6M+$1.1M2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED660,625700,011-39,386-6%$34.7M$32.7M-$2.0M2026-11-02
OpenArc Corporate Advisory, LLC
DECREASED610,050638,871-28,821-5%$31.7M$30.1M-$1.5M2026-10-21
Kathmere Capital Management, LLC
INCREASED575,739512,630+63,109+12%$25.4M$28.5M+$3.1M2026-10-20
AlphaCore Capital LLC
INCREASED565,606359,565+206,041+57%$17.8M$28.0M+$10.2M2026-11-04
Valence8 US LP
INCREASED557,665527,435+30,230+6%$26.1M$27.6M+$1.5M2026-11-03
Foster Group, Inc.
INCREASED545,845540,922+4,923+1%$26.8M$27.0M+$200.2K2026-10-13
Paragon Capital Management Ltd
INCREASED536,289535,930+359+0%$26.6M$26.5M-$25.2K2026-10-09
Altus Wealth Management, LLC
INCREASED528,589513,827+14,762+3%$25.5M$26.1M+$689.2K2026-10-13
Howard Financial Services, Ltd.
INCREASED526,068515,866+10,202+2%$25.6M$26.0M+$463.4K2026-10-15
Ascent Wealth Partners, LLC
INCREASED495,036483,164+11,872+2%$23.9M$24.5M+$548.7K2026-10-23
AGF Management LTD
DECREASED494,840583,195-88,355-15%$28.9M$24.5M-$4.4M2026-11-03
Armbruster Capital Management, Inc.
INCREASED482,552477,138+5,414+1%$23.6M$23.9M+$229.7K2026-10-19
Linscomb Wealth, Inc.
INCREASED464,355461,807+2,548+1%$22.9M$23.0M+$89.1K2026-11-05
Ledyard National Bank
INCREASED443,290432,942+10,348+2%$21.5M$21.9M+$477.3K2026-10-21
LVM Capital Management LTD
INCREASED402,821400,574+2,247+1%$19.8K$19.9M+$19.9M2026-10-20
Savant Capital, LLC
DECREASED390,528392,096-1,5680%$19.4M$19.3M-$109.1K2026-11-06
Inlight Wealth Management, LLC
INCREASED378,211351,520+26,691+8%$17.4M$18.7M+$1.3M2026-10-21
Advus Financial Partners, LLC
DECREASED368,132373,060-4,928-1%$18.5M$18.2M-$273.6K2026-10-20
Frontier Asset Management, LLC
DECREASED353,527357,755-4,228-1%$17.7M$17.5M-$237.8K2026-10-28
MBA Advisors LLC
INCREASED327,436317,950+9,486+3%$15.8M$16.2M+$443.8K2026-10-29
Breakwater Capital Group
INCREASED324,762306,866+17,896+6%$15.2M$16.1M+$860.7K2026-10-09
Longview Financial Advisors, Inc.
DECREASED324,072328,406-4,334-1%$16.3M$16.0M-$239.7K2026-10-09
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED321,091385,398-64,307-17%$19.1M$15.9M-$3.2M2026-10-14
Enzi Wealth
INCREASED315,712313,267+2,445+1%$15.5M$15.8M+$288.0K2026-10-14
Retirement Planning Group, LLC
DECREASED313,028317,383-4,355-1%$15.7M$15.5M-$240.8K2026-10-19
Intrua Financial, LLC
DECREASED306,200312,897-6,697-2%$15.5M$15.1M-$356.3K2026-10-28
State of Michigan Retirement System
NEW302,000—+302,000——$14.9M—2026-10-27
Verus Capital Partners, LLC
INCREASED296,768295,597+1,171+0%$14.6M$14.7M+$34.3K2026-11-03
Interchange Capital Partners, LLC
DECREASED273,467295,800-22,333-8%$14.7M$13.5M-$1.1M2026-10-28
Northcape Wealth Management, LLC
INCREASED248,160246,666+1,494+1%$12.2M$12.3M+$54.2K2026-11-04
Exchange Traded Concepts, LLC
INCREASED244,207240,847+3,360+1%$11.9M$12.1M+$147.0K2026-10-28
MGO One Seven LLC
DECREASED243,739254,863-11,124-4%$12.6M$12.1M-$570.7K2026-10-28
Svrn Asset Management, LLC
UNCHANGED243,304243,30400%$12.1M$12.0M-$19.5K2026-11-02
Koenig Investment Advisory, LLC
INCREASED227,841214,181+13,660+6%$10.6M$11.3M+$658.6K2026-10-09
AlTi Global, Inc.
DECREASED225,528227,761-2,233-1%$11.3M$11.2M-$128.7K2026-11-09
Abundance Wealth Counselors
DECREASED204,200206,980-2,780-1%$10.3M$10.1M-$154.1K2026-10-26
Planning Strategies Inc.
DECREASED203,219206,966-3,747-2%$10.3M$10.1M-$201.9K2026-10-02
Bell Investment Advisors, Inc
INCREASED197,403190,136+7,267+4%$9.4M$9.8M+$344.3K2026-10-29
Auxano Advisors, LLC
INCREASED192,522161,497+31,025+19%$8.0M$9.5M+$1.5M2026-11-06
Middleton & Co Inc
DECREASED190,318209,381-19,063-9%$10.4M$9.4M-$959.8K2026-10-23
1900 Wealth Management LLC
DECREASED187,132188,713-1,581-1%$9.4M$9.3M-$93.3K2026-10-13
Capital Investment Counsel, LLC
INCREASED185,185179,380+5,805+3%$8.9M$9.2M+$272.8K2026-10-14
Opulen Financial Group LLC
DECREASED183,526188,137-4,611-2%$9.3M$9.1M-$243.2K2026-10-22
Farther Finance Advisors, LLC
INCREASED175,692137,790+37,902+28%$6.8M$8.7M+$1.9M2026-10-08
Ackerman Capital Advisors, LLC
DECREASED175,234182,490-7,256-4%$9.0M$8.7M-$373.6K2026-10-30
Thrivent Financial for Lutherans
INCREASED167,735162,127+5,608+3%$8.0M$8.3M+$262.0K2026-11-05
Parallel Advisors, LLC
DECREASED162,114164,978-2,864-2%$8.2M$8.0M-$154.9K2026-11-03
Eagle Strategies LLC
DECREASED158,183158,192-90%$7.8M$7.8M-$13.1K2026-10-16
BankPlus Wealth Management LLC
INCREASED158,113127,136+30,977+24%$6.3M$7.8M+$1.5M2026-10-13
Bfsg, LLC
INCREASED156,623155,493+1,130+1%$7.7M$7.7M+$43.5K2026-10-30
Richard P Slaughter Associates Inc
DECREASED151,127178,701-27,574-15%$8.9M$7.5M-$1.4M2026-10-13
MFA Wealth Services
INCREASED149,626147,176+2,450+2%$7.3M$7.4M+$109.4K2026-10-14
Clearview Wealth Management LLC
DECREASED148,150199,418-51,268-26%$9.9M$7.4M-$2.5M2026-10-16
Bailard, Inc.
DECREASED147,274147,917-6430%$7.3M$7.3M-$43.6K2026-10-13
Harbour Investments, Inc.
INCREASED146,992139,299+7,693+6%$6.9M$7.3M+$369.4K2026-11-09
Apollon Wealth Management, LLC
DECREASED146,2681,696,115-1,549,847-91%$84.0M$7.2M-$76.8M2026-10-23
Leavell Investment Management, Inc.
INCREASED142,308134,098+8,210+6%$6.6M$7.0M+$395.4K2026-11-09
Meridian Wealth Management, LLC
INCREASED137,888137,805+83+0%$6.8M$6.8M-$6.9K2026-11-05
Dynamic Advisor Solutions LLC
DECREASED137,828141,796-3,968-3%$7.0M$6.8M-$207.6K2026-10-13
Intergy Private Wealth, LLC
UNCHANGED130,800130,80000%$6.5M$6.5M-$10.5K2026-10-16
Patton Albertson Miller Group, LLC
DECREASED130,628133,921-3,293-2%$6.6M$6.5M-$173.6K2026-10-26
J.W. Cole Advisors, Inc.
INCREASED129,049122,018+7,031+6%$6.0M$6.4M+$338.0K2026-11-05
Eastern Bank
DECREASED128,504175,945-47,441-27%$8.7M$6.4M-$2.4M2026-10-05
Plimoth Trust Co LLC
INCREASED127,109126,424+685+1%$6.3M$6.3M+$23.8K2026-10-26
Creative Financial Designs Inc
INCREASED126,758118,867+7,891+7%$5.9M$6.3M+$380.9K2026-11-04
Davenport & Co LLC
INCREASED123,762118,515+5,247+4%$5.9M$6.1M+$250.1K2026-10-14
Truist Financial Corp
INCREASED123,036119,025+4,011+3%$5.9M$6.1M+$188.9K2026-10-30
WPG Advisers, LLC
DECREASED122,067122,399-3320%$6.1M$6.0M-$26.2K2026-10-27
SVB Wealth LLC
DECREASED122,029124,256-2,227-2%$6.2M$6.0M-$120.1K2026-11-06
OxenFree Capital LLC
INCREASED116,609111,864+4,745+4%$5.5M$5.8M+$269.7K2026-10-07
Creative Planning
INCREASED115,589103,239+12,350+12%$5.1M$5.7M+$602.7K2026-11-02
OAK Family Advisors, LLC
DECREASED115,353115,586-2330%$5.7M$5.7M-$20.8K2026-10-19
USAdvisors Wealth Management, LLC
DECREASED114,007123,090-9,083-7%$6.1M$5.6M-$460.0K2026-10-21
SFM, LLC d/b/a Sweeney Financial Advisors
INCREASED111,46197,261+14,200+15%$4.8M$5.5M+$694.7K2026-10-14
HB Wealth Management, LLC
DECREASED107,817108,416-599-1%$5.4M$5.3M-$38.4K2026-10-23
Shum Financial Group, Inc.
INCREASED105,79895,491+10,307+11%$4.7M$5.2M+$502.2K2026-10-13
D.A. Davidson & Co.
INCREASED103,17754,379+48,798+90%$2.7M$5.1M+$2.4M2026-10-28
Balentine LLC
DECREASED102,860112,722-9,862-9%$5.6M$5.1M-$496.9K2026-11-03
Verdence Capital Advisors LLC
NEW102,086—+102,086——$5.1M—2026-10-26
Baron Financial Group, LLC
DECREASED99,13599,720-585-1%$4.9M$4.9M-$36.9K2026-10-09
Councilor Wealth, LLC
DECREASED97,003104,603-7,600-7%$5.2M$4.8M-$384.4K2026-10-09
Warner Financial, Inc
INCREASED95,34995,167+182+0%$4.7M$4.7M+$1.4K2026-11-06
Palladiem, LLC
DECREASED94,76399,191-4,428-4%$4.9M$4.7M-$227.0K2026-11-09
Evensky & Katz LLC
DECREASED93,99494,610-616-1%$4.7M$4.7M-$38.0K2026-10-27
Icici Prudential Asset Management Co Ltd
UNCHANGED91,45591,45500%$4.5M$4.5M-$8.2K2026-11-06
First Security Investment Management, Inc.
DECREASED91,168207,017-115,849-56%$10.3M$4.5M-$5.7M2026-11-05
Valmark Advisers, Inc.
INCREASED89,08483,405+5,679+7%$4.1M$4.4M+$274.3K2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED88,80883,084+5,724+7%$4.1M$4.4M+$267.7K2026-10-13
Thrive Wealth Management, LLC
DECREASED88,54091,017-2,477-3%$4.5M$4.4M-$129.8K2026-10-13
LongView Wealth Management
DECREASED85,98488,614-2,630-3%$4.4M$4.3M-$137.2K2026-10-19
Crumly & Associates Inc.
DECREASED81,59090,578-8,988-10%$4.5M$4.0M-$451.9K2026-10-07
Wingate Wealth Advisors, Inc.
INCREASED79,32077,442+1,878+2%$3.8M$3.9M+$86.7K2026-10-26
Apella Capital, LLC
DECREASED78,14884,983-6,835-8%$4.2M$3.9M-$350.6K2026-10-08
Sigma Planning Corp
DECREASED76,60976,911-3020%$3.8M$3.8M-$21.1K2026-10-23
Kestra Advisory Services, LLC
INCREASED75,14971,853+3,296+5%$3.6M$3.7M+$157.3K2026-11-02
Milestone Investment Advisors LLC
DECREASED73,40174,692-1,291-2%$3.7M$3.6M-$69.8K2026-11-05
Durante & Waters, LLC
DECREASED72,99373,093-1000%$3.6M$3.6M-$10.8K2026-10-28
Pathway Financial Advisors LLC
INCREASED71,84625,934+45,912+177%$1.3M$3.6M+$2.3M2026-10-07
Lantern Wealth Advisors, LLC
DECREASED71,17071,405-2350%$3.5M$3.5M-$17.3K2026-10-22
Rockingstone Advisors LLC
DECREASED70,99571,195-2000%$3.5M$3.5M-$15.6K2026-10-16
Fifth Third Securities, Inc.
INCREASED70,95363,084+7,869+12%$3.1M$3.5M+$384.3K2026-10-21
RFG Advisory, LLC
INCREASED70,89849,073+21,825+44%$2.4M$3.5M+$1.1M2026-11-03
W.G. Shaheen & Associates DBA Whitney & Co
INCREASED69,74368,134+1,609+2%$3.4M$3.5M+$74.1K2026-11-03
CLG LLC
INCREASED67,66361,474+6,189+10%$3.0M$3.3M+$301.2K2026-10-13
Signature Estate & Investment Advisors LLC
INCREASED67,19262,047+5,145+8%$3.1M$3.3M+$249.6K2026-10-13
Professional Financial Advisors, LLC
INCREASED65,16263,878+1,284+2%$3.2M$3.2M+$58.4K2026-10-13
Forteris Wealth Management Inc.
INCREASED63,63661,108+2,528+4%$3.0M$3.1M+$120.2K2026-10-13
Silvia Mccoll Wealth Management, LLC
INCREASED63,60062,170+1,430+2%$3.1M$3.1M+$65.8K2026-10-07
Nova R Wealth, Inc.
DECREASED63,46166,413-2,952-4%$3.3M$3.1M-$151.4K2026-10-26
Emerald Advisors, LLC
DECREASED60,54263,291-2,749-4%$3.1M$3.0M-$141.1K2026-10-13
Beacon Financial Advisory LLC
UNCHANGED56,64356,64300%$2.8M$2.8M-$4.5K2026-10-16
My Personal CFO, LLC
DECREASED54,84855,612-764-1%$2.8M$2.7M-$42.2K2026-10-14
Kraft, Davis & Associates, LLC
DECREASED54,27754,923-646-1%$2.7M$2.7M+$18.8K2026-10-21
Lake Street Private Wealth, LLC
INCREASED53,65853,325+333+1%$2.6M$2.7M+$12.2K2026-10-22
Omni 360 Wealth, Inc.
INCREASED53,57253,485+87+0%$2.7M$2.7M+$252026-10-13
Moors & Cabot, Inc.
DECREASED52,85454,081-1,227-2%$2.7M$2.6M-$65.0K2026-11-06
Schmidt P J Investment Management Inc
DECREASED52,58853,817-1,229-2%$2.7M$2.6M-$65.1K2026-11-02
Lifetime Wealth Management P.C.
DECREASED52,15353,687-1,534-3%$2.7M$2.6M-$80.2K2026-10-29
TD Waterhouse Canada Inc.
DECREASED49,15856,289-7,131-13%$2.8M$2.4M-$339.9K2026-10-16
Chicago Partners Investment Group LLC
UNCHANGED49,11549,11500%$2.4M$2.4M+$28.5K2026-10-27
Apollon Financial, LLC
DECREASED48,591151,067-102,476-68%$7.5M$2.4M-$5.1M2026-10-23
Landaas & Co
INCREASED47,93443,648+4,286+10%$2.2M$2.4M+$208.5K2026-10-29
Orser Capital Management, LLC
DECREASED47,90348,316-413-1%$10.6M$10.6M+$44.0K2026-10-13
Well Done, LLC
DECREASED47,46947,639-1700%$2.4M$2.3M-$12.2K2026-10-20
Wealthfront Advisers LLC
DECREASED47,16950,737-3,568-7%$2.5M$2.3M-$180.6K2026-11-09
Glass Jacobson Investment Advisors llc
INCREASED46,21645,607+609+1%$2.3M$2.3M+$26.5K2026-10-26
YHB Investment Advisors, Inc.
DECREASED45,36954,978-9,609-17%$2.7M$2.2M-$479.8K2026-10-08
Sweeney & Michel, LLC
DECREASED44,30545,216-911-2%$2.3M$2.2M-$144.5K2026-10-16
Woodmont Investment Counsel LLC
DECREASED44,10245,084-982-2%$2.2M$2.2M-$52.2K2026-10-29
HMV Wealth Advisors, LLC
INCREASED43,17343,125+48+0%$2.1M$2.1M-$1.1K2026-10-27
TAGStone Capital, Inc.
INCREASED42,70932,263+10,446+32%$1.6M$2.1M+$514.2K2026-11-09
RHS Financial, LLC
INCREASED40,5897,542+33,047+438%$373.7K$2.0M+$1.6M2026-10-13
Private Trust Co NA
DECREASED40,56344,390-3,827-9%$2.2M$2.0M-$192.9K2026-10-20
TME Financial, Inc.
INCREASED40,29639,671+625+2%$2.0M$2.0M+$27.7K2026-10-14
Box Hill Private Wealth LLC
INCREASED39,95533,987+5,968+18%$1.7M$2.0M+$292.5K2026-10-05
Avidian Wealth Enterprises, LLC
INCREASED39,3534,790+34,563+722%$237.3K$1.9M+$1.7M2026-10-08
SAX Wealth Advisors, LLC
DECREASED38,97440,553-1,579-4%$1.9M$1.9M+$53.3K2026-10-13
Stackstone Wealth, LLC
NEW38,796—+38,796——$1.9M—2026-10-19
Integrated Advisors Network LLC
DECREASED38,00239,799-1,797-5%$2.0M$1.9M-$92.1K2026-10-20
Trilogy Capital Inc.
DECREASED37,19739,653-2,456-6%$2.0M$1.8M-$124.7K2026-10-20
Gryphon Financial Partners LLC
INCREASED36,63135,861+770+2%$1.8M$1.8M+$35.2K2026-11-04
Connecticut Capital Management Group, LLC
DECREASED36,02936,584-555-2%$1.8M$1.8M-$30.4K2026-10-29
Capital Squared Financial LLC
INCREASED34,19432,418+1,776+5%$1.6M$1.7M+$85.2K2026-10-30
Southland Equity Partners LLC
DECREASED34,17934,201-220%$1.7M$1.7M-$3.8K2026-10-14
Addison Advisors LLC
DECREASED34,16036,489-2,329-6%$1.8M$1.7M-$118.1K2026-11-06
Klaas Financial Asset Advisors, LLC
DECREASED34,16034,934-774-2%$1.7M$1.7M-$41.1K2026-10-19
SFI Advisors, LLC
DECREASED33,74733,876-1290%$1.7M$1.7M-$9.1K2026-10-30
Robertson Stephens Wealth Management, LLC
INCREASED33,05331,399+1,654+5%$1.6M$1.6M+$79.3K2026-10-16
Meridian Financial Partners LLC
INCREASED32,56832,406+162+1%$1.6M$1.6M+$29.8K2026-10-23
Adamsbrown Wealth Consultants LLC
DECREASED32,51333,590-1,077-3%$1.7M$1.6M-$56.0K2026-10-20
Avestar Capital, LLC
DECREASED31,80431,919-1150%$1.6M$1.6M-$8.2K2026-10-28
Alpine Bank Wealth Management
INCREASED31,71631,563+153+0%$1.6M$1.6M+$5.0K2026-10-16
Wealth Group Ltd
UNCHANGED31,56031,56000%$1.6M$1.6M+$7.9K2026-10-07
Montis Financial, LLC
DECREASED31,28732,702-1,415-4%$1.6M$1.5M-$72.6K2026-11-04
Yoder Wealth Management, Inc.
INCREASED31,10731,106+10%$1.5M$1.5M-$2.4K2026-10-13
AdvisorNet Financial, Inc
DECREASED31,09740,092-8,995-22%$2.0M$1.5M-$443.8K2026-10-15
Capital Advisors, Ltd. LLC
INCREASED30,99330,325+668+2%$1.5K$1.5M+$1.5M2026-10-27
BIP Wealth, LLC
INCREASED30,53230,390+142+0%$1.5M$1.5M+$4.6K2026-10-22
CoreCap Advisors, LLC
DECREASED29,92330,874-951-3%$1.5M$1.5M-$49.5K2026-10-08
Titleist Asset Management, LLC
DECREASED29,07829,079-10%$1.4M$1.4M-$2.4K2026-10-08
BankPlus Trust Department
INCREASED28,93327,566+1,367+5%$1.4M$1.4M+$65.4K2026-11-06
GHP Investment Advisors, Inc.
DECREASED27,64228,993-1,351-5%$1.4M$1.4M-$69.1K2026-10-15
Raab & Moskowitz Asset Management LLC
DECREASED27,15930,669-3,510-11%$1.5M$1.3M-$176.1K2026-11-02
Concurrent Investment Advisors, LLC
INCREASED26,81112,269+14,542+119%$607.9K$1.3M+$718.4K2026-10-16
Merit Financial Group, LLC
INCREASED26,59423,224+3,370+15%$1.2M$1.3M+$164.8K2026-11-06
Clearwave Capital, LLC
DECREASED26,56582,885-56,320-68%$4.1M$1.3M-$2.8M2026-10-27
Allworth Financial LP
UNCHANGED26,49726,49700%$1.3M$1.3M$02026-11-06
Legacy Advisory Services, LLC
DECREASED26,47092,729-66,259-71%$4.6M$1.3M-$3.3M2026-10-20
Crane Advisory, LLC
DECREASED25,17525,501-326-1%$1.3M$1.3M-$11.9K2026-10-13
Arete Wealth Advisors, LLC
DECREASED24,81624,948-132-1%$1.2M$1.2M-$8.9K2026-11-09
Integrity Wealth Partners, LLC
NEW24,306—+24,306——$1.2M—2026-10-14
Trust Co
INCREASED23,81322,544+1,269+6%$1.1M$1.2M+$61.0K2026-10-09
McHugh Group, LLC
UNCHANGED23,70023,70000%$1.2M$1.2M-$1.9K2026-10-19
Fifth Third Bancorp
DECREASED23,25426,841-3,587-13%$1.3M$1.2M-$179.6K2026-11-05
Firestone Capital Management
UNCHANGED23,04823,04800%$1.1M$1.1M-$1.8K2026-11-03
Coldstream Capital Management Inc
INCREASED22,46717,672+4,795+27%$875.6K$1.1M+$235.8K2026-11-09
Independent Financial Group, LLC
INCREASED22,2265,203+17,023+327%$257.8K$1.1M+$841.7K2026-10-13
Visionary Wealth Advisors
DECREASED22,05224,110-2,058-9%$1.2M$1.1M-$103.7K2026-11-04
Greenwood Gearhart LLC
UNCHANGED21,68121,68100%$1.1M$1.1M-$1.7K2026-11-02
Flagstar Securities, Inc
DECREASED21,47526,748-5,273-20%$1.3M$1.1M-$263.0K2026-10-15
US Bancorp \de\
INCREASED21,46920,631+838+4%$1.0M$1.1M+$39.8K2026-11-05
IFP Advisors, Inc
DECREASED20,95921,092-133-1%$1.0M$1.0M-$8.3K2026-10-16
Geneos Wealth Management Inc.
INCREASED20,25219,770+482+2%$979.6K$1.0M+$22.3K2026-11-09
Investment Research Partners LLC
UNCHANGED20,04220,04200%$993.1K$991.5K-$1.6K2026-10-19
Avail Investment Partners, LLC
UNCHANGED19,94419,94400%$988.2K$986.6K-$1.6K2026-10-16
Go Invest LLC
INCREASED19,74219,222+520+3%$952.5K$976.6K+$24.1K2026-10-09
Robinson Smith Wealth Advisors LLC
DECREASED18,91319,741-828-4%$978.2K$935.6K-$42.6K2026-10-22
Park Avenue Securities LLC
INCREASED18,22013,516+4,704+35%$670.0K$901.0K+$231.0K2026-10-26
Bryant Woods Investment Advisors, LLC
DECREASED17,94829,447-11,499-39%$1.5M$887.9K-$571.2K2026-10-26
Iron Financial LLC
INCREASED17,67117,656+15+0%$874.8K$874.2K-$6382026-10-23
MBL Wealth, LLC
DECREASED17,28618,281-995-5%$905.8K$855.1K-$50.7K2026-10-22
JGP Wealth Management, LLC
UNCHANGED16,87516,87500%$836.2K$834.8K-$1.4K2026-10-13
Vise Technologies, Inc.
NEW16,450—+16,450——$813.8K—2026-10-29
Vicus Capital
DECREASED16,07716,143-660%$799.9K$795.3K-$4.6K2026-11-05
MSH Capital Advisors LLC
INCREASED15,93814,555+1,383+10%$721.2K$788.5K+$67.3K2026-11-03
Ashton Thomas Private Wealth, LLC
INCREASED15,74315,649+94+1%$775.4K$778.8K+$3.4K2026-11-03
Thrive Capital Management, LLC
DECREASED15,45315,500-470%$768.0K$764.4K-$3.6K2026-10-28
Avaii Wealth Management, LLC
UNCHANGED15,36515,36500%$761.3K$765.2K+$3.8K2026-10-09
Archer Investment Management, LLC
DECREASED15,25519,384-4,129-21%$960.5K$754.7K-$205.8K2026-10-13
EPG Wealth Management LLC
INCREASED14,80614,768+38+0%$731.7K$732.4K+$6992026-11-03
Crescent Sterling, Ltd.
INCREASED14,62313,980+643+5%$692.7K$723.4K+$30.7K2026-10-16
Brady Martz Wealth Solutions, LLC
DECREASED14,54914,572-230%$722.0K$719.7K-$2.3K2026-11-05
PKS Advisory Services, LLC
UNCHANGED14,30414,30400%$708.8K$708.8K$02026-10-26
M Holdings Securities, Inc.
DECREASED14,05314,349-296-2%$708.0K$709-$707.3K2026-11-03
Journey Advisory Group, LLC
INCREASED13,33713,163+174+1%$652.2K$659.8K+$7.6K2026-11-04
StoneX Group Inc.
INCREASED13,1939,470+3,723+39%$469.2K$652.7K+$183.4K2026-11-03
Aerodigm Wealth, LLC
UNCHANGED13,07213,07200%$647.7K$646.7K-$1.0K2026-10-16
Atria Investments, Inc
DECREASED13,01216,863-3,851-23%$835.5K$643.7K-$191.8K2026-10-15
Triumph Capital Management
DECREASED12,17919,159-6,980-36%$949.3K$602.5K-$346.8K2026-10-14
Annex Advisory Services, LLC
DECREASED12,08313,238-1,155-9%$655.9K$597.7K-$58.2K2026-10-16
B. Riley Wealth Advisors, Inc.
DECREASED11,01015,406-4,396-29%$759.4K$544.7K-$214.7K2026-10-13
Friday Financial
INCREASED10,76410,592+172+2%$524.0K$529.6K+$5.6K2026-10-09
Ballast Rock Private Wealth LLC
INCREASED10,5815,772+4,809+83%$286.0K$523.5K+$237.5K2026-10-26
Belleair Asset Management, LLC
DECREASED10,38311,392-1,009-9%$564.5K$513.6K-$50.8K2026-11-03
CFS Investment Advisory Services, LLC
DECREASED10,20510,318-113-1%$511.8K$507.9K-$3.9K2026-10-19
Fisher Asset Management, LLC
NEW10,095—+10,095——$499.4K—2026-11-06
Atwater Malick LLC
NEW10,031—+10,031——$496.2K—2026-10-15
Redwood Financial Network Corp
INCREASED10,0259,724+301+3%$481.8K$495.9K+$14.1K2026-11-03
Hazlett, Burt & Watson, Inc.
INCREASED9,7819,740+41+0%$187.3K$192.3K+$5.0K2026-11-04
TFC Financial Management, Inc.
UNCHANGED9,7679,76700%$484.0K$483.2K-$7812026-10-26
Midwest Trust Co
UNCHANGED9,6959,69500%$480.4K$479.6K-$7752026-10-22
Diversified Trust Co
INCREASED9,6889,053+635+7%$448.6K$479.3K+$30.7K2026-11-06
Strategic Blueprint, LLC
INCREASED9,3529,033+319+4%$447.6K$462.6K+$15.1K2026-10-22
KPP Advisory Services LLC
DECREASED9,30910,971-1,662-15%$543.6K$460.5K-$83.1K2026-10-26
Wells Financial Advisors Inc
INCREASED9,1148,816+298+3%$436.8K$450.9K+$14.0K2026-11-02
Spire Wealth Management
DECREASED9,0659,655-590-6%$478.4K$448.4K-$30.0K2026-10-30
Prism Planning Partners LLC
UNCHANGED9,0339,03300%$447.6K$446.9K-$7232026-10-27
Freestate Advisors LLC
INCREASED9,0078,988+19+0%$445.3K$445.6K+$2202026-10-09
Brighton Jones LLC
INCREASED8,8038,436+367+4%$418.0K$435.5K+$17.5K2026-11-03
Ipsen Advisor Group LLC
DECREASED8,78810,525-1,737-16%$521.5K$434.8K-$86.7K2026-10-29
G2 Capital Management, LLC / OH
UNCHANGED8,6908,69000%$430.6K$429.9K-$6952026-10-23
Andina Capital Management, LLC
DECREASED8,66910,419-1,750-17%$516.3K$428.9K-$87.4K2026-10-21
Triad Wealth Partners, LLC
DECREASED8,6348,880-246-3%$447.2K$427.1K-$20.1K2026-10-26
Kickstand Ventures, Llc.
INCREASED8,5946,131+2,463+40%$303.8K$425.2K+$121.4K2026-11-09
International Private Wealth Advisors LLC
DECREASED8,5468,608-62-1%$426.5K$422.8K-$3.8K2026-11-05
Nicholas Hoffman & Company, Llc.
UNCHANGED8,5408,54000%$423.2K$422.5K-$6832026-10-30
Platform Technology Partners
DECREASED8,5178,667-150-2%$429.5K$421.3K-$8.1K2026-11-02
Legacy Trust
UNCHANGED8,5008,50000%$421.2K$428.5K+$7.3K2026-11-06
Prospera Financial Services Inc
NEW8,431—+8,431——$425.0K—2026-11-04
Accredited Investor Services, LLC
DECREASED8,3068,924-618-7%$442.2K$410.9K-$31.3K2026-10-22
Keybank National Association
INCREASED8,1604,586+3,574+78%$227.2K$403.7K+$176.4K2026-11-04
Asset One Wealth Management LLC
DECREASED8,1229,992-1,870-19%$497.5K$401.8K-$95.7K2026-11-02
Worth Financial Advisory Group, LLC
DECREASED7,9878,639-652-8%$428.1K$395.1K-$32.9K2026-10-19
Assetmark, Inc
INCREASED7,9415,360+2,581+48%$265.6K$392.8K+$127.3K2026-10-21
Wealth Preservation Advisors, LLC
NEW7,554—+7,554——$373.7K—2026-11-05
Wedbush Securities Inc
DECREASED7,5447,929-385-5%$393.0K$373.0K-$20.0K2026-10-22
Beacon Financial Group
UNCHANGED7,5187,51800%$372.5K$371.9K-$6022026-10-19
Sovran Advisors, LLC
INCREASED7,4267,282+144+2%$360.5K$376.4K+$16.0K2026-11-02
Certified Advisory Corp
DECREASED7,2927,781-489-6%$385.6K$360.7K-$24.8K2026-10-29
Hoese & Co LLP
UNCHANGED7,2307,23000%$358.2K$357.7K-$5072026-10-21
Partners in Financial Planning
UNCHANGED7,0967,09600%$351.6K$351.0K-$5682026-11-06
Hickory Point Bank & Trust
UNCHANGED7,0727,07200%$350.4K$349.9K-$5662026-10-01
Cowa, LLC
DECREASED7,03912,856-5,817-45%$637.0K$348.2K-$288.8K2026-10-30
Perigon Wealth Management, LLC
DECREASED6,8837,483-600-8%$370.8K$340.5K-$30.3K2026-10-22
River's Edge Wealth Management, LLC
UNCHANGED6,7906,79000%$338.1K$341.2K+$3.1K2026-10-19
Insight Wealth Strategies, LLC
UNCHANGED6,6216,62100%$324.3K$327.5K+$3.2K2026-10-09
Avior Wealth Management, LLC
INCREASED6,4326,162+270+4%$305.3K$318.2K+$12.9K2026-10-13
Bond & Devick Financial Network, Inc.
INCREASED6,4266,370+56+1%$315.6K$317.9K+$2.3K2026-10-23
Cooper Financial Group
INCREASED6,3636,217+146+2%$308.1K$314.8K+$6.7K2026-10-07
Ethic Inc.
UNCHANGED6,3366,33600%$313.9K$313.4K-$5072026-11-03
Nwam LLC
UNCHANGED6,3076,30700%$312.5K$312.0K-$5042026-11-09
Abel Hall, LLC
DECREASED6,2806,869-589-9%$340.4K$310.7K-$29.7K2026-10-19
Russell Investments Group, Ltd.
INCREASED6,2115,776+435+8%$286.2K$307.2K+$21.1K2026-11-06
Astra Wealth Partners LLC
DECREASED6,2006,943-743-11%$344.0K$306.7K-$37.3K2026-11-06
Opus Financial Solutions LLC
DECREASED6,0697,220-1,151-16%$357.8K$300.2K-$57.5K2026-11-06
Fortis Capital Advisors, LLC
NEW6,027—+6,027——$298.2K—2026-11-09
Belpointe Asset Management LLC
NEW6,027—+6,027——$298.2K—2026-11-09
Sterling Wealth Management, Inc.
UNCHANGED5,8965,89600%$292.1K$291.7K-$4722026-10-23
Fulton Bank, N.A.
NEW5,787—+5,787——$286.3K—2026-10-14
Hurlow Wealth Management Group, Inc.
UNCHANGED5,7775,77700%$286.3K$285.8K-$4622026-10-29
Key FInancial Inc
UNCHANGED5,7775,77700%$286.3K$285.8K-$4622026-11-02
Wolff Financial Management LLC
DECREASED5,7256,024-299-5%$298.5K$283.2K-$15.3K2026-10-23
Citigroup Inc
DECREASED5,6896,671-982-15%$330.5K$281.4K-$49.1K2026-11-04
Mission Financial Group, LLC
UNCHANGED5,6665,66600%$280.8K$280.3K-$4542026-10-21
Basso Capital Management, L.P.
UNCHANGED5,6335,63300%$279.1K$278.7K-$4502026-10-30
Valley Forge Investment Consultants Inc ADV
UNCHANGED5,5885,58800%$276.9K$276.4K-$4472026-11-03
Modera Wealth Management, LLC
UNCHANGED5,5875,58700%$276.9K$276.4K-$4472026-10-28
Unique Wealth Strategies, LLC
UNCHANGED5,5815,58100%$276.5K$276.5K$02026-10-13
Versant Capital Management, Inc
UNCHANGED5,4905,49000%$272.0K$271.6K-$4402026-10-02
HBE Wealth Management, LLC
UNCHANGED5,4815,48100%$271.6K$271.1K-$4392026-11-06
Personal CFO Solutions, LLC
DECREASED5,446163,109-157,663-97%$8.1M$269.4K-$7.8M2026-11-06
SYM Financial Corp
UNCHANGED5,4025,40200%$267.7K$267.2K-$4322026-10-26
Bison Wealth, LLC
DECREASED5,3675,483-116-2%$274.0K$266.5K-$7.5K2026-10-13
Diversified Enterprises, LLC
UNCHANGED5,3185,31800%$263.5K$263.1K-$4262026-10-19
Ritholtz Wealth Management
DECREASED5,2745,738-464-8%$284.3K$260.9K-$23.4K2026-11-05
Genesis Private Wealth, LLC
UNCHANGED5,2535,25300%$260.3K$259.9K-$4202026-11-02
Pinnacle Associates LTD
UNCHANGED5,1735,17300%$256.3K$255.9K-$4142026-10-20
Western Wealth Management, LLC
UNCHANGED5,1675,16700%$256.0K$255.6K-$4142026-11-09
Pinnacle Wealth Management Advisory Group, LLC
UNCHANGED5,1475,14700%$255.0K$254.6K-$4122026-10-23
Everhart Financial Group, Inc.
INCREASED5,0764,771+305+6%$236.4K$251.1K+$14.7K2026-10-08
Keeler Thomas Management LLC
INCREASED5,0324,532+500+11%$224.6K$248.9K+$24.4K2026-10-29
Stewardship Advisors, LLC
UNCHANGED4,9754,97500%$246.5K$246.1K-$3982026-10-20
Koshinski Asset Management, Inc.
INCREASED4,9694,933+36+1%$244.4K$245.8K+$1.4K2026-10-29
Cambridge Advisors Inc.
DECREASED4,8055,799-994-17%$287.4K$237.7K-$49.6K2026-10-19
Cherry Tree Wealth Management, LLC
DECREASED4,7674,770-30%$236.4K$235.8K-$5302026-10-15
Seek First Inc.
UNCHANGED4,6704,67000%$231.4K$231.0K-$3742026-10-27
Riverchase Wealth Management, LLC
UNCHANGED4,6584,65800%$230.8K$230.4K-$3732026-10-28
Brookstone Capital Management
DECREASED4,5615,111-550-11%$253.2K$225.6K-$27.6K2026-10-22
Cassaday & Co Wealth Management LLC
DECREASED4,5054,796-291-6%$237.6K$222.9K-$14.8K2026-10-27
Aspen Wealth Management LLC
UNCHANGED4,5044,50400%$223.2K$222.8K-$3612026-10-14
Acorn Wealth Advisors, LLC
DECREASED4,4506,335-1,885-30%$313.9K$220.1K-$93.8K2026-10-19
E6 Portfolios, LLC
DECREASED4,3656,195-1,830-30%$307.0K$215.9K-$91.0K2026-10-26
Cyndeo Wealth Partners, LLC
UNCHANGED4,3594,35900%$216.0K$215.6K-$3482026-10-16
Venture Visionary Partners LLC
DECREASED4,35710,194-5,837-57%$505.1K$215.5K-$289.6K2026-10-07
Meridian Financial Advisors, LLC
UNCHANGED4,2884,28800%$212.5K$212.1K-$3432026-10-14
Cyr Financial Inc.
DECREASED4,2065,076-870-17%$251.5K$208.1K-$43.5K2026-10-16
Private Wealth Partners, LLC
UNCHANGED4,1684,16800%$206.5K$206.2K-$3332026-10-22
Focus Financial Network, Inc.
DECREASED4,1445,697-1,553-27%$282.3K$205.0K-$77.3K2026-10-14
Argent Trust Co
UNCHANGED4,1374,13700%$205.0K$204.7K-$3312026-11-09
Wedmont Private Capital
UNCHANGED4,1284,12800%$204.6K$203.8K-$7432026-10-09
Oasis Advisors, LLC
DECREASED4,1134,195-82-2%$207.8K$203.4K-$4.4K2026-10-16
Kaufman Rossin Wealth, LLC
NEW4,100—+4,100——$202.8K—2026-10-19
Blue Trust, Inc.
INCREASED4,0861,954+2,132+109%$96.8K$202.2K+$105.3K2026-10-15
Hamilton Point Investment Advisors, LLC
NEW3,998—+3,998——$197.8K—2026-11-03
Princeton Global Asset Management LLC
UNCHANGED3,7423,74200%$185.4K$185.1K-$3002026-10-21
UMB Bank, n.a.
INCREASED3,4801,360+2,120+156%$67.4K$172.2K+$104.8K2026-11-06
Trust Co of Vermont
UNCHANGED3,4783,47800%$172.3K$172.1K-$2782026-10-21
Wilmington Savings Fund Society, FSB
INCREASED2,9921,992+1,000+50%$98.7K$148.0K+$49.3K2026-10-23
Physician Wealth Advisors, Inc.
UNCHANGED2,9502,95000%$146.2K$145.9K-$2362026-10-20
Horizons Wealth Management
NEW2,767—+2,767——$136.9K—2026-10-05
IFS Advisors, LLC
NEW2,734—+2,734——$135.3K—2026-10-14
Clearstead Advisors, LLC
INCREASED2,4171,485+932+63%$73.6K$119.6K+$46.0K2026-11-06
JFS Wealth Advisors, LLC
UNCHANGED2,3212,32100%$115.0K$114.8K-$1862026-11-03
EverSource Wealth Advisors, LLC
DECREASED2,0702,176-106-5%$107.8K$102.4K-$5.4K2026-11-04
Motco
UNCHANGED1,9951,99500%$98.9K$98.7K-$1592026-11-09
SouthState Bank Corp
UNCHANGED1,9111,91100%$94.7K$94.5K-$1532026-11-09
Bessemer Group Inc
DECREASED1,7641,979-215-11%$98.0K$87.0K-$11.0K2026-11-09
Arlington Trust Co LLC
UNCHANGED1,4501,45000%$71.8K$71.7K-$1162026-10-20
Clearstead Trust, LLC
UNCHANGED1,4101,41000%$69.9K$69.8K-$1132026-11-06
Pinnacle Bancorp, Inc.
UNCHANGED1,3431,34300%$66.5K$66.4K-$1082026-10-21
Mainstream Capital Management LLC
NEW1,163—+1,163——$57.5K—2026-10-23
Root Financial Partners, LLC
NEW1,113—+1,113——$55.1K—2026-10-21
IFG Advisory, LLC
UNCHANGED89689600%$44.4K$44.3K-$712026-11-09
Navigoe, LLC
UNCHANGED88088000%$43$43$02026-11-04
Cetera Trust Company, N.a
UNCHANGED68668600%$34.0K$33.9K-$552026-11-09
Plante Moran Financial Advisors, LLC
UNCHANGED66966900%$33.1K$33.1K-$542026-11-04
Compass Financial Management LLC
NEW665—+665——$32.9K—2026-10-30
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED64864800%$32.0K$32.0K$02026-10-14
Bank of Montreal
DECREASED6321,719-1,087-63%$85.2K$31.3K-$53.9K2026-11-09
Highline Wealth Partners LLC
UNCHANGED60960900%$30.2K$30.1K-$492026-10-19
Asset Dedication, LLC
UNCHANGED59559500%$29.5K$29.4K-$482026-11-03
Nova Financial LLC
NEW524—+524——$25.9K—2026-11-04
Elevate Wealth Advisory, Inc
UNCHANGED47947900%$23.7K$23.7K-$382026-10-29
Key Capital Management, Inc
NEW468—+468——$23.2K—2026-11-03
Mather Group, Llc.
INCREASED447426+21+5%$21.1K$22.1K+$1.0K2026-10-14
Noble Wealth Management PBC
DECREASED445450-5-1%$22.3K$22.0K-$2842026-10-01
Lanark Financial, Inc.
INCREASED423125+298+238%$6.2K$20.9K+$14.7K2026-10-26
Elyxium Wealth, LLC
NEW404—+404——$20.0K—2026-10-27
Signature Equity Partners, LLC
NEW390—+390——$19.3K—2026-10-29
Hantz Financial Services, Inc.
UNCHANGED35235200%$17$17$02026-11-09
Balance Wealth Partners LLC
NEW329—+329——$16.3K—2026-10-27
Financial Perspectives, Inc
UNCHANGED32832800%$16.3K$16.2K-$262026-11-03
Kingdom Financial Group Llc.
UNCHANGED31331300%$15.5K$15.5K-$252026-11-04
Team Financial Group, LLC
NEW305—+305——$15.1K—2026-10-30
GK Wealth Management LLC
DECREASED29910,323-10,024-97%$511.5K$14.8K-$496.7K2026-10-09
Vermillion Wealth Management, Inc.
DECREASED2981,755-1,457-83%$87.0K$14.7K-$72.2K2026-10-26
Contravisory Investment Management, Inc.
NEW293—+293——$14.5K—2026-10-13
Gamma Investing LLC
DECREASED292293-10%$14.5K$14.4K-$732026-10-08
CGC Financial Services, LLC
UNCHANGED28928900%$14.3K$14.3K-$232026-10-13
Lloyd Advisory Services, Llc.
UNCHANGED28528500%$14.1K$14.1K-$232026-11-02
Wolff Wiese Magana LLC
UNCHANGED24024000%$11.9K$11.9K-$192026-10-15
North Point Portfolio Managers Corp
NEW229—+229——$11.3K—2026-10-07
IAG Wealth Partners, LLC
NEW227—+227——$11.2K—2026-11-06
DecisionPoint Financial, LLC
UNCHANGED21021000%$10.3K$10.3K+$442026-10-27
Golden State Wealth Management, LLC
UNCHANGED20620600%$10.2K$10.2K-$162026-11-02
Mascoma Wealth Management LLC
UNCHANGED15615600%$7.7K$7.7K-$132026-10-23
Montag A & Associates Inc
UNCHANGED12412400%$6.1K$6.1K-$102026-10-29
Pinnacle Wealth Planning Services, Inc.
UNCHANGED12212200%$6.0K$6.0K-$102026-10-27
Trust Co of Toledo NA
UNCHANGED10310300%$5.1K$5.1K-$92026-10-16
GoalVest Advisory LLC
NEW97—+97——$4.8K—2026-10-02
Laurel Wealth Advisors LLC
NEW75—+75——$3.7K—2026-10-27
Financial Consulate, Inc
UNCHANGED737300%$3.6K$3.6K-$62026-10-23
United Financial Planning Group LLC
UNCHANGED707000%$3.5K$3.5K-$62026-11-04
Buck Wealth Strategies, LLC
INCREASED6345+18+40%$2.2K$3.1K+$8872026-10-28
Strive Financial Group,LLC
UNCHANGED545400%$2.7K$2.7K-$52026-11-09
Clayton Financial Group LLC
NEW46—+46——$2.3K—2026-10-13
Godsey & Gibb, Inc
DECREASED3974-35-47%$3.7K$1.9K-$1.7K2026-10-14
Nfsg Corp
DECREASED3276-44-58%$3.8K$1.6K-$2.2K2026-10-15
American Capital Advisory, LLC
NEW23—+23——$1.1K—2026-10-28
First Pacific Financial
NEW22—+22——$1.1K—2026-10-14
Dhjj Financial Advisors, Ltd.
UNCHANGED222200%$1.1K$1.1K-$22026-10-23
Signaturefd, LLC
UNCHANGED212100%$1.0K$1.0K-$22026-10-23
James T. Borello RIA
NEW20—+20——$989—2026-10-16
Parkside Financial Bank & Trust
UNCHANGED141400%$694$693-$12026-10-27
IMG Wealth Management, Inc.
UNCHANGED141400%$694$693-$12026-10-27
Jacobi Capital Management LLC
NEW9—+9——$463—2026-11-05
Employees' Retirement Fund of the City of Fort Worth
CLOSED0109,000-109,000-100%$5.4M$0-$5.4M2026-11-02
Y-Intercept (Hong Kong) Ltd
CLOSED018,647-18,647-100%$924.0K$0-$924.0K2026-10-16
Orgel Wealth Management, LLC
CLOSED017,691-17,691-100%$876.6K$0-$876.6K2026-10-14
World Equity Group, Inc.
CLOSED07,249-7,249-100%$359.2K$0-$359.2K2026-10-14
Elevation Point Wealth Partners, LLC
CLOSED06,131-6,131-100%$303.8K$0-$303.8K2026-11-05
NBT Bank, N.A.
CLOSED04,179-4,179-100%$207.1K$0-$207.1K2026-10-21
Factor Wealth Management LTD
CLOSED04,160-4,160-100%$206.1K$0-$206.1K2026-10-08
Sagace Wealth Management LLC
CLOSED04,102-4,102-100%$203.3K$0-$203.3K2026-10-28
Cornerstone Planning Group LLC
CLOSED01,301-1,301-100%$64.7K$0-$64.7K2026-10-16
MCF Advisors LLC
CLOSED01,268-1,268-100%$62.8K$0-$62.8K2026-10-28
Chilton Capital Management LLC
CLOSED01,146-1,146-100%$56.8K$0-$56.8K2026-10-28
International Assets Investment Management, LLC
CLOSED01,132-1,132-100%$55.5K$0-$55.5K2026-11-02
LifeSteps Financial, Inc.
CLOSED0629-629-100%$31.2K$0-$31.2K2026-10-15
Wagner Wealth Management, LLC
CLOSED0177-177-100%$8.8K$0-$8.8K2026-10-21
Tucker Asset Management LLC
CLOSED0111-111-100%$5.5K$0-$5.5K2026-10-29
Salem Investment Counselors Inc
CLOSED096-96-100%$4.8K$0-$4.8K2026-10-13
Simplex Trading, LLC
CLOSED079-79-100%$3.9K$0-$3.9K2026-11-04
NorthAvenue LLC
CLOSED060-60-100%$3.0K$0-$3.0K2026-10-29
Birchwood Financial Partners, Inc.
CLOSED028-28-100%$1.4K$0-$1.4K2026-11-02
Institute for Wealth Management, Llc.
CLOSED026-26-100%$1.3K$0-$1.3K2026-11-06
Evolution Advisers, Inc.
CLOSED022-22-100%$1$0-$12026-11-06
Citizens National Bank Trust Department
CLOSED018-18-100%$892$0-$8922026-11-04
Northwestern Mutual Wealth Management Co
N/A—59,026,522-59,026,522-100%$2.9B———
Envestnet Asset Management Inc
N/A—14,377,913-14,377,913-100%$712.4M———
Ameriprise Financial Inc
N/A—11,077,862-11,077,862-100%$549.0M———
Bank of America Corp
N/A—7,526,589-7,526,589-100%$372.9M———
Cerity Partners LLC
N/A—6,252,224-6,252,224-100%$309.8M———
Morgan Stanley
N/A—6,172,336-6,172,336-100%$305.8M———
Cetera Investment Advisers
N/A—4,713,571-4,713,571-100%$233.6M———
UBS Group AG
N/A—4,130,838-4,130,838-100%$204.7M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—3,181,448-3,181,448-100%$157.6M———
Mercer Global Advisors Inc
N/A—2,734,970-2,734,970-100%$135.5M———
Tiaa Wealth Investment Management LLC
N/A—2,164,505-2,164,505-100%$106.7M———
HighTower Advisors, LLC
N/A—2,154,717-2,154,717-100%$106.8M———
Cresset Asset Management, LLC
N/A—1,903,106-1,903,106-100%$94.3M———
Raymond James Financial Inc
N/A—1,566,816-1,566,816-100%$77.6M———
Modern Wealth Management, LLC
N/A—1,564,321-1,564,321-100%$77.5M———
Royal Bank of Canada
N/A—1,420,268-1,420,268-100%$70.4M———
FMR LLC
N/A—1,369,264-1,369,264-100%$67.8M———
Atlantic Union Bankshares Corp
N/A—1,345,944-1,345,944-100%$66.7M———
Wells Fargo & Company
N/A—1,276,333-1,276,333-100%$63.2M———
Equitable Holdings, Inc.
N/A—1,155,220-1,155,220-100%$57.2M———
MML Investors Services, LLC
N/A—1,142,286-1,142,286-100%$56.6M———
Janney Montgomery Scott LLC
N/A—1,106,741-1,106,741-100%$54.8M———
Haverford Trust Co
N/A—1,095,233-1,095,233-100%$54.3M———
Mariner, LLC
N/A—1,076,926-1,076,926-100%$53.4M———
Tobias Financial Advisors, Inc.
N/A—1,061,444-1,061,444-100%$52.6M———
Rockefeller Capital Management L.P.
N/A—974,936-974,936-100%$48.3M———
Silver Coast Investments LLC
N/A—874,412-874,412-100%$43.3M———
Aptus Capital Advisors, LLC
N/A—822,310-822,310-100%$40.7M———
Mason Street Advisors, LLC
N/A—792,666-792,666-100%$39.3M———
Osaic Holdings, Inc.
N/A—773,653-773,653-100%$38.3M———
Stifel Financial Corp
N/A—719,179-719,179-100%$35.6M———
Franklin Resources Inc
N/A—704,293-704,293-100%$34.9M———
NewEdge Wealth, LLC
N/A—698,840-698,840-100%$34.6M———
Carr Financial Group Corp
N/A—573,316-573,316-100%$28.4M———
SCS Capital Management LLC
N/A—532,178-532,178-100%$26.4M———
TriCert Investment Counsel Inc.
N/A—519,816-519,816-100%$25.8M———
JPMorgan Chase & Co
N/A—508,468-508,468-100%$25.1M———
Coastal Bridge Advisors, LLC
N/A—470,381-470,381-100%$23.3M———
Focus Partners Wealth
N/A—459,291-459,291-100%$22.8M———
National Bank of Canada
N/A—451,815-451,815-100%$22.4M———
Ameritas Advisory Services, LLC
N/A—427,701-427,701-100%$21.2M———
Bitterroot Capital Advisors LLC
N/A—379,823-379,823-100%$18.8M———
Tiaa Trust, National Association
N/A—365,142-365,142-100%$18.1M———
Sanctuary Advisors, LLC
N/A—307,058-307,058-100%$15.2M———
Colonial Trust Advisors
N/A—305,401-305,401-100%$15.1M———
NewEdge Advisors, LLC
N/A—305,078-305,078-100%$15.1M———
MidFirst Bank
N/A—277,660-277,660-100%$13.8M———
Marshall Financial Group, LLC
N/A—260,992-260,992-100%$12.9M———
Tolleson Wealth Management, Inc.
N/A—259,003-259,003-100%$12.8M———
Focus Partners Advisor Solutions, LLC
N/A—252,064-252,064-100%$12.5M———
World Investment Advisors
N/A—241,247-241,247-100%$11.2M———
Mutual Advisors, LLC
N/A—233,794-233,794-100%$11.6M———
Kinetic Wealth Investment Advisors LLC
N/A—227,789-227,789-100%$11.3M———
Financial Strategies Group, Inc.
N/A—222,912-222,912-100%$11.1M———
Summit Wealth Partners, LLC
N/A—222,779-222,779-100%$11.0M———
Sequoia Financial Advisors, LLC
N/A—220,256-220,256-100%$10.9M———
Flow Traders U.S. LLC
N/A—214,337-214,337-100%$10.6M———
Wealthspire Retirement, LLC
N/A—211,239-211,239-100%$10.5M———
Ewing Morris & Co. Investment Partners Ltd.
N/A—202,585-202,585-100%$10.0M———
BlackRock, Inc.
N/A—186,425-186,425-100%$9.2M———
Glen Eagle Advisors, LLC
N/A—162,431-162,431-100%$8.0M———
Federation des caisses Desjardins du Quebec
N/A—159,576-159,576-100%$7.9M———
Centaurus Financial, Inc.
N/A—143,225-143,225-100%$7.1M———
Colonial Trust Co / SC
N/A—141,037-141,037-100%$7.0M———
Calydon Capital
N/A—134,228-134,228-100%$6.7M———
Liberty Square Wealth Partners LLC
N/A—131,926-131,926-100%$6.5M———
Composition Wealth, LLC
N/A—130,849-130,849-100%$6.5M———
Quantinno Capital Management LP
N/A—130,092-130,092-100%$6.4M———
Summit Financial, LLC
N/A—119,677-119,677-100%$5.9M———
IHT Wealth Management, LLC
N/A—111,181-111,181-100%$5.5M———
Howe & Rusling Inc
N/A—109,205-109,205-100%$5.4M———
Benjamin Edwards Inc
N/A—108,195-108,195-100%$5.4M———
Bleakley Financial Group, LLC
N/A—107,814-107,814-100%$5.3M———
Tacita Capital Inc
N/A—102,043-102,043-100%$5.1M———
Victory Capital Management Inc
N/A—98,568-98,568-100%$4.9M———
Captrust Financial Advisors
N/A—96,274-96,274-100%$4.8M———
Veridan Wealth LLC
N/A—91,594-91,594-100%$4.5M———
Jones Financial Companies Lllp
N/A—88,457-88,457-100%$4.3M———
Savvy Advisors, Inc.
N/A—84,874-84,874-100%$4.2M———
AQR Capital Management LLC
N/A—83,960-83,960-100%$4.2M———
Madison Asset Management, LLC
N/A—83,599-83,599-100%$4.1M———
Dorsey & Whitney Trust Co LLC
N/A—80,230-80,230-100%$4.0M———
One Capital Management, LLC
N/A—77,910-77,910-100%$3.6M———
First Foundation Advisors
N/A—76,511-76,511-100%$3.8M———
Arax Advisory Partners
N/A—73,643-73,643-100%$3.6M———
Capital Analysts, LLC
N/A—72,907-72,907-100%$3.6M———
Principal Securities, Inc.
N/A—71,795-71,795-100%$3.6M———
Investor's Fiduciary Advisor Network, LLC
N/A—67,405-67,405-100%$3.3M———
EP Wealth Advisors, LLC
N/A—66,559-66,559-100%$3.3M———
Arrowroot Family Office, LLC
N/A—62,287-62,287-100%$3.1M———
IEQ Capital, LLC
N/A—60,750-60,750-100%$3.0M———
Advisors Capital Management, LLC
N/A—59,217-59,217-100%$2.9M———
Flputnam Investment Management Co
N/A—59,216-59,216-100%$2.9M———
Three Bearings Fiduciary Advisors, Inc.
N/A—58,714-58,714-100%$2.9M———
Walter & Keenan Wealth Management LLC
N/A—58,233-58,233-100%$2.9M———
Insigneo Advisory Services, LLC
N/A—56,194-56,194-100%$2.8M———
Private Advisor Group, LLC
N/A—54,448-54,448-100%$2.7M———
Vestmark Advisory Solutions, Inc.
N/A—51,935-51,935-100%$2.6M———
Stratos Wealth Partners, Ltd.
N/A—51,307-51,307-100%$2.5M———
Maimon Wealth Management Ltd.
N/A—47,387-47,387-100%$2.3M———
Fort Sheridan Advisors LLC
N/A—47,240-47,240-100%$2.3M———
&partners
N/A—47,204-47,204-100%$2.3M———
Betterment LLC
N/A—46,365-46,365-100%$2.3M———
Wealthspire Advisors, LLC
N/A—45,435-45,435-100%$2.3M———
Patron Partners, LLC
N/A—43,840-43,840-100%$2.2M———
Viawealth, LLC
N/A—43,755-43,755-100%$2.2M———
Steward Partners Investment Advisory, LLC
N/A—43,544-43,544-100%$2.2M———
CIBC Bancorp USA Inc.
N/A—40,605-40,605-100%$2.0M———
Arkadios Wealth Advisors
N/A—39,309-39,309-100%$1.9M———
SlateStone Wealth, LLC
N/A—39,193-39,193-100%$1.9M———
Integrated Wealth Concepts LLC
N/A—36,234-36,234-100%$1.8M———
Waverly Advisors, LLC
N/A—36,114-36,114-100%$1.8M———
Integrity Financial Corp
N/A—34,371-34,371-100%$1.7M———
Keystone Financial Group
N/A—32,740-32,740-100%$1.6M———
Cornerstone Financial Group, LLC
N/A—32,392-32,392-100%$1.6M———
Global Retirement Partners, LLC
N/A—31,386-31,386-100%$1.6M———
Berger Financial Group, Inc
N/A—31,162-31,162-100%$1.5M———
Citadel Advisors LLC
N/A—30,936-30,936-100%$1.5M———
RED Reef Advisors LLC
N/A—30,587-30,587-100%$1.5M———
Medallion Wealth Advisors, LLC
N/A—30,225-30,225-100%$1.6M———
Clark Capital Management Group, Inc.
N/A—29,556-29,556-100%$1.5M———
Rothschild Wealth LLC
N/A—28,894-28,894-100%$1.4M———
Daybright Advisory Services, Inc.
N/A—28,494-28,494-100%$1.4M———
Forefront Wealth Partners, LLC
N/A—27,850-27,850-100%$1.4M———
Susquehanna International Group, LLP
N/A—25,593-25,593-100%$1.3M———
MAI Capital Management
N/A—25,487-25,487-100%$1.3M———
Jupiter Topco LLC
N/A—24,519-24,519-100%$1.2M———
Pasadena Private Wealth, LLC
N/A—24,320-24,320-100%$1.2M———
Choate Investment Advisors
N/A—23,207-23,207-100%$1.1M———
GTS Securities LLC
N/A—22,799-22,799-100%$1.1M———
Tradition Wealth Management, LLC
N/A—22,640-22,640-100%$1.1M———
Magnolia Private Wealth, LLC
N/A—22,279-22,279-100%$1.1M———
WNY Asset Management, LLC
N/A—22,217-22,217-100%$1.1M———
Gladstone Institutional Advisory LLC
N/A—22,114-22,114-100%$1.1M———
L & S Advisors Inc
N/A—21,785-21,785-100%$1.1M———
Pallas Capital Advisors LLC
N/A—21,561-21,561-100%$1.1M———
M&T Bank Corp
N/A—20,736-20,736-100%$1.0M———
O'shaughnessy Asset Management, LLC
N/A—20,360-20,360-100%$1.0M———
Dopkins Wealth Management, LLC
N/A—19,848-19,848-100%$983.5K———
PFG Investments, LLC
N/A—19,797-19,797-100%$980.9K———
Maridea Wealth Management LLC
N/A—19,379-19,379-100%$960.2K———
Ausdal Financial Partners, Inc.
N/A—18,411-18,411-100%$912.3K———
Blue Chip Partners, LLC
N/A—17,015-17,015-100%$843.1K———
IMA Advisory Services, Inc.
N/A—16,161-16,161-100%$800.8K———
Orcam Financial Group
N/A—15,701-15,701-100%$778.0K———
17 Capital Partners, LLC
N/A—15,070-15,070-100%$746.7K———
Financial Engines Advisors L.L.C.
N/A—14,846-14,846-100%$735.6K———
NorthRock Partners, LLC
N/A—14,689-14,689-100%$727.8K———
Goldman Sachs Group Inc
N/A—14,594-14,594-100%$723.1K———
Envestnet Portfolio Solutions, Inc.
N/A—14,152-14,152-100%$701.2K———
Fortis Capital Management LLC
N/A—13,752-13,752-100%$681.4K———
Boreal Capital Management LLC
N/A—13,441-13,441-100%$666.0K———
OneDigital Investment Advisors LLC
N/A—13,373-13,373-100%$662.6K———
Twin Focus Capital Partners, LLC
N/A—13,080-13,080-100%$648.1K———
Summit Trail Advisors, LLC
N/A—12,870-12,870-100%$637.7K———
Fiduciary Financial Advisors
N/A—12,396-12,396-100%$614.1K———
QRG Capital Management, Inc.
N/A—12,099-12,099-100%$599.5K———
Brown Advisory Inc
N/A—12,007-12,007-100%$595.0K———
National Philanthropic Trust
N/A—12,000-12,000-100%$594.6K———
Madden Advisory Services, Inc.
N/A—11,996-11,996-100%$594.4K———
Alesco Advisors, LLC, An ESL Co
N/A—11,800-11,800-100%$584.7K———
Hyundai Investments Co., Ltd.
N/A—11,576-11,576-100%$570.6K———
Two Sigma Securities, LLC
N/A—11,522-11,522-100%$570.9K———
Orion Porfolio Solutions, LLC
N/A—11,261-11,261-100%$558.0K———
GWN Securities Inc.
N/A—11,122-11,122-100%$551.1K———
BTG Pactual Asset Management US LLC
N/A—11,038-11,038-100%$546.9K———
American Trust
N/A—10,936-10,936-100%$541.9K———
Independent Advisor Alliance
N/A—10,862-10,862-100%$538.2K———
Huntington National Bank
N/A—10,687-10,687-100%$529.5K———
Rollins Financial Advisors, LLC
N/A—10,451-10,451-100%$517.8K———
Ruggiero Investments, Inc.
N/A—10,089-10,089-100%$499.9K———
Northern Trust Corp
N/A—10,011-10,011-100%$496.0K———
Genesis Wealth Advisors, LLC
N/A—9,946-9,946-100%$492.8K———
Per Stirling Capital Management, Llc.
N/A—9,650-9,650-100%$478.2K———
Capasso Planning Partners LLC
N/A—9,543-9,543-100%$472.8K———
Evergreen Wealth Partners LLC
N/A—9,478-9,478-100%$469.6K———
Stephens Inc
N/A—9,219-9,219-100%$456.8K———
First Trust Advisors LP
N/A—8,980-8,980-100%$444.9K———
CVA Family Office, LLC
N/A—8,790-8,790-100%$435.5K———
Nicolet Bankshares Inc
N/A—8,593-8,593-100%$429.4K———
Advisory Services Network, LLC
N/A—8,202-8,202-100%$406.4K———
Cerity Partners Retirement Plan Advisors LLC
N/A—8,100-8,100-100%$401.4K———
Pathstone Holdings, LLC
N/A—8,053-8,053-100%$399.0K———
Perspective Wealth Advisors LLC
N/A—7,724-7,724-100%$382.7K———
Chilton Investment Co Inc.
N/A—7,459-7,459-100%$369.6K———
Mosaic Financial Group, LLC
N/A—7,412-7,412-100%$367.0K———
Waterloo Capital, L.P.
N/A—7,258-7,258-100%$359.6K———
Fidelis Capital Partners, LLC
N/A—7,165-7,165-100%$355.0K———
UBS Asset Management Americas LLC
N/A—7,146-7,146-100%$354.1K———
Nuveen, LLC
N/A—7,101-7,101-100%$350.0K———
Kastel Capital Advisors, LLC
N/A—6,928-6,928-100%$320.3K———
CreativeOne Wealth, LLC
N/A—6,840-6,840-100%$338.9K———
Gateway Wealth Partners, LLC
N/A—6,826-6,826-100%$338.2K———
Inspire Advisors, LLC
N/A—6,790-6,790-100%$336.4K———
Leigh Baldwin & Co., LLC
N/A—6,673-6,673-100%$330.6K———
Fiduciary Trust Co
N/A—6,624-6,624-100%$328.2K———
HM Payson & Co
N/A—6,587-6,587-100%$326.4K———
LWM Advisory Services, LLC
N/A—6,486-6,486-100%$321.4K———
Haverford Financial Services, Inc.
N/A—6,415-6,415-100%$317.9K———
Blair William & Co
N/A—6,345-6,345-100%$314.4K———
Beacon Pointe Advisors, LLC
N/A—6,213-6,213-100%$307.8K———
Baird Financial Group, Inc.
N/A—5,877-5,877-100%$291.2K———
AE Wealth Management LLC
N/A—5,829-5,829-100%$288.8K———
Financial Gravity Companies, Inc.
N/A—5,757-5,757-100%$285.3K———
Glenmede Trust Co NA
N/A—5,630-5,630-100%$279.0K———
XTX Topco Ltd
N/A—5,617-5,617-100%$278.3K———
Johnson Financial Group, Inc.
N/A—5,414-5,414-100%$268.3K———
Retirement Management Systems Inc.
N/A—5,236-5,236-100%$259.5K———
Alta Wealth Advisors LLC
N/A—5,182-5,182-100%$256.8K———
Continuum Advisory, LLC
N/A—5,130-5,130-100%$254.2K———
Pinnacle Financial Partners, Inc.
N/A—5,043-5,043-100%$249.9K———
Kovack Advisors, Inc.
N/A—5,031-5,031-100%$246.5K———
Legacy Wealth Managment, LLC
N/A—4,838-4,838-100%$239.7K———
Commerce Bank
N/A—4,694-4,694-100%$232.6K———
C M Bidwell & Associates LTD
N/A—4,613-4,613-100%$228.6K———
Moneta Group Investment Advisors LLC
N/A—4,439-4,439-100%$220.0K———
Steelhead Wealth Management LLC
N/A—4,434-4,434-100%$219.0K———
Shufro Rose & Co LLC
N/A—4,403-4,403-100%$218.2K———
Vident Advisory, LLC
N/A—4,314-4,314-100%$213.8K———
Heartland Advisors Inc
N/A—4,299-4,299-100%$213.0K———
CM Wealth Advisors LLC
N/A—4,185-4,185-100%$207.4K———
American Money Management, LLC
N/A—4,185-4,185-100%$207.4K———
Vanguard Advisers Inc
N/A—3,553-3,553-100%$176.1K———
Brown Brothers Harriman & Co
N/A—3,503-3,503-100%$173.6K———
Copia Wealth Management
N/A—2,264-2,264-100%$112.2K———
Rothschild Investment LLC
N/A—2,207-2,207-100%$109.3K———
BFC Planning, Inc.
N/A—1,738-1,738-100%$86.1K———
Manning & Napier Advisors LLC
N/A—1,557-1,557-100%$77.1K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,338-1,338-100%$66.3K———
Smartleaf Asset Management LLC
N/A—1,095-1,095-100%$54.0K———
Delos Wealth Advisors, LLC
N/A—1,020-1,020-100%$50.5K———
Bogart Wealth, LLC
N/A—986-986-100%$48.9K———
Vanguard National Trust Co
N/A—794-794-100%$39.3K———
Ogorek Anthony Joseph
N/A—769-769-100%$38.0K———
Anchor Investment Management, LLC
N/A—750-750-100%$37.2K———
Ancora Advisors LLCA
N/A—735-735-100%$36.4K———
TD Capital Management LLC
N/A—603-603-100%$29.9K———
Strategic Wealth Partners, Ltd.
N/A—520-520-100%$25.8K———
Founders Financial Alliance, LLC
N/A—331-331-100%$16.4K———
Dunhill Financial, LLC
N/A—297-297-100%$14.7K———
SHP Wealth Management
N/A—292-292-100%$14.5K———
Ameriflex Group, Inc.
N/A—276-276-100%$13.7K———
Napier Financial, LLC
N/A—260-260-100%$12.9K———
Crews Bank & Trust
N/A—245-245-100%$12.1K———
Osbon Capital Management LLC
N/A—236-236-100%$11.7K———
Operose Advisors LLC
N/A—212-212-100%$10.5K———
SOA Wealth Advisors, Llc.
N/A—159-159-100%$7.9K———
ST Germain D J Co Inc
N/A—114-114-100%$5.6K———
Synergy Investment Management, LLC
N/A—91-91-100%$4.5K———
Morris Financial Concepts, Inc.
N/A—60-60-100%$3.0K———
Transamerica Financial Advisors, LLC
N/A—58-58-100%$2.9K———
Security National Bank of Sioux City Iowa
N/A—42-42-100%$2.1K———
Swan Capital LLC
N/A—39-39-100%$1.9K———
Rialto Wealth Management, LLC
N/A—37-37-100%$1.8K———
Beaird Harris Wealth Management, LLC
N/A—18-18-100%$892———
Whittier Trust Co of Nevada Inc
N/A—2-2-100%$99———
Measured Wealth Private Client Group, LLC
N/A—2-2-100%$99———
Showing 683 of 683 institutions