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Ishares TR

Q3 2021 vs Q4 2021

Comparing institutional holders between quarters

Quarters

Q4 2021Q3 2021Q2 2021Q1 2021Q4 2020
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
NorthCoast Asset Management LLC
NEW
Shares31,900
Change+31,900
Value$795
Filed 2022-02-04
Thrivent Financial for Lutherans
INCREASED
Shares23,512 from 17,160
Change+6,352 (+37%)
Value$582 (+$158)
Filed 2022-02-16
Bank of America Corp
CLOSED
Shares0 from 5,380,621
Change-5,380,621 (-100%)
Value$0 (-$133.1K)
Filed 2022-02-08
Aptus Capital Advisors, LLC
CLOSED
Shares0 from 2,505,011
Change-2,505,011 (-100%)
Value$0 (-$61.9K)
Filed 2022-02-02
Morgan Stanley
CLOSED
Shares0 from 2,015,044
Change-2,015,044 (-100%)
Value$0 (-$49.8K)
Filed 2022-02-14
US Bancorp \de\
CLOSED
Shares0 from 1,578,685
Change-1,578,685 (-100%)
Value$0 (-$39.0K)
Filed 2022-02-11
Truist Financial Corp
CLOSED
Shares0 from 1,117,419
Change-1,117,419 (-100%)
Value$0 (-$27.6K)
Filed 2022-02-14
HighTower Advisors, LLC
CLOSED
Shares0 from 1,083,299
Change-1,083,299 (-100%)
Value$0 (-$26.8K)
Filed 2022-02-10
LPL Financial LLC
CLOSED
Shares0 from 1,018,745
Change-1,018,745 (-100%)
Value$0 (-$25.2K)
Filed 2022-02-14
Raymond James Financial Services Advisors, Inc.
CLOSED
Shares0 from 919,726
Change-919,726 (-100%)
Value$0 (-$22.7K)
Filed 2022-02-08
Wells Fargo & Company
CLOSED
Shares0 from 872,620
Change-872,620 (-100%)
Value$0 (-$21.6K)
Filed 2022-02-14
Corda Investment Management, Llc.
CLOSED
Shares0 from 837,294
Change-837,294 (-100%)
Value$0 (-$20.7K)
Filed 2022-02-08
UBS Group AG
CLOSED
Shares0 from 796,489
Change-796,489 (-100%)
Value$0 (-$19.7K)
Filed 2022-02-14
Ameriprise Financial Inc
CLOSED
Shares0 from 733,546
Change-733,546 (-100%)
Value$0 (-$18.2K)
Filed 2022-02-14
Paradigm, Strategies in Wealth Management, LLC
CLOSED
Shares0 from 665,413
Change-665,413 (-100%)
Value$0 (-$16.5K)
Filed 2022-02-08
RVW Wealth, LLC
CLOSED
Shares0 from 652,356
Change-652,356 (-100%)
Value$0 (-$16.0K)
Filed 2022-01-14
Sigma Investment Counselors Inc
CLOSED
Shares0 from 639,242
Change-639,242 (-100%)
Value$0 (-$15.8K)
Filed 2022-02-08
MV Capital Management, Inc.
CLOSED
Shares0 from 551,193
Change-551,193 (-100%)
Value$0 (-$13.6K)
Filed 2022-02-02
Stratos Wealth Partners, Ltd.
CLOSED
Shares0 from 539,720
Change-539,720 (-100%)
Value$0 (-$13.3K)
Filed 2022-01-14
Royal Bank of Canada
CLOSED
Shares0 from 433,122
Change-433,122 (-100%)
Value$0 (-$10.7K)
Filed 2022-02-14
Central Trust Co
CLOSED
Shares0 from 414,910
Change-414,910 (-100%)
Value$0 (-$10.3K)
Filed 2022-02-08
Venture Visionary Partners LLC
CLOSED
Shares0 from 407,450
Change-407,450 (-100%)
Value$0 (-$10.1K)
Filed 2022-02-08
Merit Financial Group, LLC
CLOSED
Shares0 from 395,670
Change-395,670 (-100%)
Value$0 (-$9.8K)
Filed 2022-02-14
Captrust Financial Advisors
CLOSED
Shares0 from 392,808
Change-392,808 (-100%)
Value$0 (-$9.7K)
Filed 2022-02-14
Obermeyer Wealth Partners
CLOSED
Shares0 from 377,454
Change-377,454 (-100%)
Value$0 (-$9.3K)
Filed 2022-01-31
Raymond James & Associates
CLOSED
Shares0 from 359,271
Change-359,271 (-100%)
Value$0 (-$8.9K)
Filed 2022-02-08
Jane Street Group, LLC
CLOSED
Shares0 from 355,573
Change-355,573 (-100%)
Value$0 (-$8.8K)
Filed 2022-02-15
Gateway Advisory, LLC
CLOSED
Shares0 from 322,163
Change-322,163 (-100%)
Value$0 (-$8.0K)
Filed 2022-01-14
Asset Dedication, LLC
CLOSED
Shares0 from 311,104
Change-311,104 (-100%)
Value$0 (-$7.7K)
Filed 2022-01-21
Integrated Wealth Concepts LLC
CLOSED
Shares0 from 294,466
Change-294,466 (-100%)
Value$0 (-$7.3K)
Filed 2022-02-15
EP Wealth Advisors, LLC
CLOSED
Shares0 from 279,503
Change-279,503 (-100%)
Value$0 (-$6.9K)
Filed 2022-02-17
Leavell Investment Management, Inc.
CLOSED
Shares0 from 260,655
Change-260,655 (-100%)
Value$0 (-$6.4K)
Filed 2022-01-20
Capital Investment Advisors, LLC
CLOSED
Shares0 from 258,984
Change-258,984 (-100%)
Value$0 (-$6.4K)
Filed 2022-01-10
Mariner, LLC
CLOSED
Shares0 from 248,944
Change-248,944 (-100%)
Value$0 (-$6.2K)
Filed 2022-02-14
Kestra Advisory Services, LLC
CLOSED
Shares0 from 231,421
Change-231,421 (-100%)
Value$0 (-$5.7K)
Filed 2022-07-25
Kestra Private Wealth Services, LLC
CLOSED
Shares0 from 228,334
Change-228,334 (-100%)
Value$0 (-$5.6K)
Filed 2022-07-21
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 223,922
Change-223,922 (-100%)
Value$0 (-$5.5K)
Filed 2022-01-31
Envestnet Asset Management Inc
CLOSED
Shares0 from 206,914
Change-206,914 (-100%)
Value$0 (-$5.1K)
Filed 2022-02-04
Day & Ennis, LLC
CLOSED
Shares0 from 206,647
Change-206,647 (-100%)
Value$0 (-$5.1K)
Filed 2022-02-10
D.A. Davidson & Co.
CLOSED
Shares0 from 203,793
Change-203,793 (-100%)
Value$0 (-$5.0K)
Filed 2022-01-31
Northwestern Mutual Wealth Management Co
CLOSED
Shares0 from 201,797
Change-201,797 (-100%)
Value$0 (-$5.0K)
Filed 2022-02-03
MCF Advisors LLC
CLOSED
Shares0 from 199,171
Change-199,171 (-100%)
Value$0 (-$4.9K)
Filed 2022-02-14
Calton & Associates, Inc.
CLOSED
Shares0 from 197,210
Change-197,210 (-100%)
Value$0 (-$4.9K)
Filed 2022-01-13
Allworth Financial LP
CLOSED
Shares0 from 193,214
Change-193,214 (-100%)
Value$0 (-$4.8K)
Filed 2022-01-21
Charter Oak Capital Management, LLC
CLOSED
Shares0 from 192,639
Change-192,639 (-100%)
Value$0 (-$4.8K)
Filed 2022-02-09
Lutz Financial Services LLC
CLOSED
Shares0 from 188,189
Change-188,189 (-100%)
Value$0 (-$4.7K)
Filed 2022-01-19
United Capital Financial Advisors, LLC
CLOSED
Shares0 from 184,583
Change-184,583 (-100%)
Value$0 (-$4.6K)
Filed 2022-02-14
Osaic Holdings, Inc.
CLOSED
Shares0 from 184,498
Change-184,498 (-100%)
Value$0 (-$4.6K)
Filed 2022-02-03
Studio Investment Management LLC
CLOSED
Shares0 from 178,581
Change-178,581 (-100%)
Value$0 (-$4.4K)
Filed 2022-02-14
Stifel Financial Corp
CLOSED
Shares0 from 173,384
Change-173,384 (-100%)
Value$0 (-$4.3K)
Filed 2022-02-14
Private Advisor Group, LLC
CLOSED
Shares0 from 170,603
Change-170,603 (-100%)
Value$0 (-$4.2K)
Filed 2022-02-10
Kesler, Norman & Wride, LLC
CLOSED
Shares0 from 162,720
Change-162,720 (-100%)
Value$0 (-$4.0K)
Filed 2022-02-07
Princeton Global Asset Management LLC
CLOSED
Shares0 from 157,713
Change-157,713 (-100%)
Value$0 (-$3.9K)
Filed 2022-02-02
Cribstone Capital Management, LLC
CLOSED
Shares0 from 146,201
Change-146,201 (-100%)
Value$0 (-$3.6K)
Filed 2022-02-10
Lyell Wealth Management, LP
CLOSED
Shares0 from 139,905
Change-139,905 (-100%)
Value$0 (-$3.5K)
Filed 2022-02-08
Fulton Breakefield Broenniman LLC
CLOSED
Shares0 from 134,560
Change-134,560 (-100%)
Value$0 (-$3.3K)
Filed 2022-02-07
First Fiduciary Investment Counsel, Inc.
CLOSED
Shares0 from 134,432
Change-134,432 (-100%)
Value$0 (-$3.3K)
Filed 2022-01-14
Janney Montgomery Scott LLC
CLOSED
Shares0 from 131,409
Change-131,409 (-100%)
Value$0 (-$3.3K)
Filed 2022-01-27
Peloton Wealth Strategists
CLOSED
Shares0 from 123,700
Change-123,700 (-100%)
Value$0 (-$3.1K)
Filed 2022-02-10
Cornerstone Management, Inc.
CLOSED
Shares0 from 119,905
Change-119,905 (-100%)
Value$0 (-$3.0M)
Filed 2023-05-09
Ritholtz Wealth Management
CLOSED
Shares0 from 118,952
Change-118,952 (-100%)
Value$0 (-$2.9K)
Filed 2022-01-18
Sandy Spring Bank
CLOSED
Shares0 from 115,640
Change-115,640 (-100%)
Value$0 (-$2.9K)
Filed 2022-02-11
Cliftonlarsonallen Wealth Advisors, LLC
CLOSED
Shares0 from 111,529
Change-111,529 (-100%)
Value$0 (-$2.8K)
Filed 2022-01-26
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 110,713
Change-110,713 (-100%)
Value$0 (-$2.7K)
Filed 2022-02-03
AE Wealth Management LLC
CLOSED
Shares0 from 110,146
Change-110,146 (-100%)
Value$0 (-$2.7K)
Filed 2022-01-20
Madden Advisory Services, Inc.
CLOSED
Shares0 from 108,981
Change-108,981 (-100%)
Value$0 (-$2.7K)
Filed 2022-02-08
Sonata Capital Group Inc
CLOSED
Shares0 from 104,253
Change-104,253 (-100%)
Value$0 (-$2.6K)
Filed 2022-02-11
Freedom Investment Management, Inc.
CLOSED
Shares0 from 103,089
Change-103,089 (-100%)
Value$0 (-$2.5K)
Filed 2022-02-14
Beacon Pointe Advisors, LLC
CLOSED
Shares0 from 98,201
Change-98,201 (-100%)
Value$0 (-$2.4K)
Filed 2022-02-14
Guidance Point Advisors, LLC
CLOSED
Shares0 from 90,020
Change-90,020 (-100%)
Value$0 (-$2.2K)
Filed 2022-01-28
Northstar Group, Inc.
CLOSED
Shares0 from 85,990
Change-85,990 (-100%)
Value$0 (-$2.1K)
Filed 2022-01-31
Bank of New York Mellon Corp
CLOSED
Shares0 from 85,656
Change-85,656 (-100%)
Value$0 (-$2.1K)
Filed 2022-02-11
Archford Capital Strategies, LLC
CLOSED
Shares0 from 83,496
Change-83,496 (-100%)
Value$0 (-$2.1K)
Filed 2022-01-20
Laurel Wealth Advisors LLC
CLOSED
Shares0 from 80,600
Change-80,600 (-100%)
Value$0 (-$2.0K)
Filed 2022-02-01
J. L. Bainbridge & Co., Inc.
CLOSED
Shares0 from 79,212
Change-79,212 (-100%)
Value$0 (-$2.0K)
Filed 2022-02-07
Benjamin F. Edwards & Company, Inc.
CLOSED
Shares0 from 66,122
Change-66,122 (-100%)
Value$0 (-$1.6K)
Filed 2022-02-07
Clear Harbor Asset Management, LLC
CLOSED
Shares0 from 66,081
Change-66,081 (-100%)
Value$0 (-$1.6K)
Filed 2022-01-21
Northwest Bancshares, Inc.
CLOSED
Shares0 from 62,820
Change-62,820 (-100%)
Value$0 (-$1.6K)
Filed 2022-02-09
Strid Group, LLC
CLOSED
Shares0 from 61,999
Change-61,999 (-100%)
Value$0 (-$1.5K)
Filed 2022-01-14
BerganKDV Wealth Management, LLC
CLOSED
Shares0 from 61,274
Change-61,274 (-100%)
Value$0 (-$1.5K)
Filed 2022-01-28
Praetorian Wealth Management, Inc.
CLOSED
Shares0 from 60,901
Change-60,901 (-100%)
Value$0 (-$1.5K)
Filed 2022-01-14
Susquehanna International Group, LLP
CLOSED
Shares0 from 58,223
Change-58,223 (-100%)
Value$0 (-$1.4K)
Filed 2022-04-05
CFS Investment Advisory Services, LLC
CLOSED
Shares0 from 54,751
Change-54,751 (-100%)
Value$0 (-$1.4K)
Filed 2022-02-14
Quest Capital Management Inc
CLOSED
Shares0 from 51,244
Change-51,244 (-100%)
Value$0 (-$1.3K)
Filed 2022-01-31
Blair William & Co
CLOSED
Shares0 from 50,825
Change-50,825 (-100%)
Value$0 (-$1.3K)
Filed 2022-02-14
Fieldpoint Private Securities, LLC
CLOSED
Shares0 from 50,500
Change-50,500 (-100%)
Value$0 (-$1.2K)
Filed 2022-01-24
Trust Co
CLOSED
Shares0 from 49,047
Change-49,047 (-100%)
Value$0 (-$1.2K)
Filed 2022-01-14
American Portfolios Advisors
CLOSED
Shares0 from 47,195
Change-47,195 (-100%)
Value$0 (-$1.2M)
Filed 2023-03-21
Childress Capital Advisors, LLC
CLOSED
Shares0 from 45,700
Change-45,700 (-100%)
Value$0 (-$1.1K)
Filed 2022-01-26
Exchange Capital Management, Inc.
CLOSED
Shares0 from 43,641
Change-43,641 (-100%)
Value$0 (-$1.1K)
Filed 2022-01-27
Mercer Global Advisors Inc
CLOSED
Shares0 from 43,468
Change-43,468 (-100%)
Value$0 (-$1.1K)
Filed 2022-02-04
Cary Street Partners Asset Management LLC
CLOSED
Shares0 from 42,810
Change-42,810 (-100%)
Value$0 (-$1.1K)
Filed 2022-02-14
Arrow Financial Corp
CLOSED
Shares0 from 42,750
Change-42,750 (-100%)
Value$0 (-$1.1K)
Filed 2022-01-28
Arcadia Investment Advisors LLC
CLOSED
Shares0 from 42,261
Change-42,261 (-100%)
Value$0 (-$1.0M)
Filed 2024-12-19
Karn, Couzens & Associates, Inc.
CLOSED
Shares0 from 42,070
Change-42,070 (-100%)
Value$0 (-$1.0K)
Filed 2022-01-14
Matthew Goff Investment Advisor, LLC
CLOSED
Shares0 from 39,659
Change-39,659 (-100%)
Value$0 (-$981)
Filed 2022-01-18
Moneco Advisors, LLC
CLOSED
Shares0 from 39,003
Change-39,003 (-100%)
Value$0 (-$965)
Filed 2022-02-08
First National Bank of South Miami
CLOSED
Shares0 from 37,594
Change-37,594 (-100%)
Value$0 (-$930)
Filed 2022-01-18
Old Mission Capital LLC
CLOSED
Shares0 from 37,435
Change-37,435 (-100%)
Value$0 (-$926)
Filed 2022-02-10
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 36,682
Change-36,682 (-100%)
Value$0 (-$908)
Filed 2022-02-11
PFG Advisors
CLOSED
Shares0 from 36,012
Change-36,012 (-100%)
Value$0 (-$891)
Filed 2022-01-21
Belpointe Asset Management LLC
CLOSED
Shares0 from 34,793
Change-34,793 (-100%)
Value$0 (-$861)
Filed 2022-02-15
Patten Group, Inc.
CLOSED
Shares0 from 34,425
Change-34,425 (-100%)
Value$0 (-$851)
Filed 2022-01-20
Wells Financial Advisors Inc
CLOSED
Shares0 from 33,757
Change-33,757 (-100%)
Value$0 (-$835)
Filed 2022-02-11
Bellecapital International Ltd.
CLOSED
Shares0 from 32,857
Change-32,857 (-100%)
Value$0 (-$813)
Filed 2022-01-20
Associated Banc-Corp
CLOSED
Shares0 from 32,752
Change-32,752 (-100%)
Value$0 (-$810)
Filed 2022-02-10
Regions Financial Corp
CLOSED
Shares0 from 29,338
Change-29,338 (-100%)
Value$0 (-$726)
Filed 2022-01-31
Steward Partners Investment Advisory, LLC
CLOSED
Shares0 from 28,864
Change-28,864 (-100%)
Value$0 (-$714)
Filed 2022-02-08
Cottage Street Advisors LLC
CLOSED
Shares0 from 28,000
Change-28,000 (-100%)
Value$0 (-$692)
Filed 2022-01-13
Stokes Family Office, LLC
CLOSED
Shares0 from 28,000
Change-28,000 (-100%)
Value$0 (-$692)
Filed 2022-02-15
Capital Financial Planning, LLC
CLOSED
Shares0 from 24,489
Change-24,489 (-100%)
Value$0 (-$606)
Filed 2022-02-11
Debussy Capital Management LP
CLOSED
Shares0 from 24,312
Change-24,312 (-100%)
Value$0 (-$601)
Filed 2022-02-14
StoneX Group Inc.
CLOSED
Shares0 from 23,588
Change-23,588 (-100%)
Value$0 (-$583)
Filed 2025-08-13
Relative Value Partners Group, LLC
CLOSED
Shares0 from 22,982
Change-22,982 (-100%)
Value$0 (-$568)
Filed 2022-02-11
InterOcean Capital Group, LLC
CLOSED
Shares0 from 22,122
Change-22,122 (-100%)
Value$0 (-$547)
Filed 2022-02-08
IMA Advisory Services, Inc.
CLOSED
Shares0 from 21,545
Change-21,545 (-100%)
Value$0 (-$533)
Filed 2022-02-14
MML Investors Services, LLC
CLOSED
Shares0 from 21,515
Change-21,515 (-100%)
Value$0 (-$532)
Filed 2022-02-14
Kathmere Capital Management, LLC
CLOSED
Shares0 from 21,250
Change-21,250 (-100%)
Value$0 (-$526)
Filed 2022-01-27
Chesley Taft & Associates LLC
CLOSED
Shares0 from 21,000
Change-21,000 (-100%)
Value$0 (-$519)
Filed 2022-01-05
Advisors Capital Management, LLC
CLOSED
Shares0 from 20,312
Change-20,312 (-100%)
Value$0 (-$502)
Filed 2022-02-14
Covington Investment Advisors Inc.
CLOSED
Shares0 from 20,192
Change-20,192 (-100%)
Value$0 (-$499)
Filed 2022-02-10
American Family Insurance Mutual Holding Co
CLOSED
Shares0 from 20,000
Change-20,000 (-100%)
Value$0 (-$495)
Filed 2022-02-03
Blue Barn Wealth, LLC
CLOSED
Shares0 from 19,735
Change-19,735 (-100%)
Value$0 (-$488)
Filed 2022-02-14
Rehmann Capital Advisory Group
CLOSED
Shares0 from 19,522
Change-19,522 (-100%)
Value$0 (-$482.8K)
Filed 2022-03-02
Avantax Planning Partners, Inc.
CLOSED
Shares0 from 19,396
Change-19,396 (-100%)
Value$0 (-$480)
Filed 2022-01-28
Forvis Mazars Wealth Advisors, LLC
CLOSED
Shares0 from 18,275
Change-18,275 (-100%)
Value$0 (-$452)
Filed 2022-01-14
Cedar Brook Financial Partners, LLC
CLOSED
Shares0 from 17,966
Change-17,966 (-100%)
Value$0 (-$444)
Filed 2022-01-27
Spinnaker Trust
CLOSED
Shares0 from 17,467
Change-17,467 (-100%)
Value$0 (-$432)
Filed 2022-01-31
Cerity Partners LLC
CLOSED
Shares0 from 17,362
Change-17,362 (-100%)
Value$0 (-$429)
Filed 2022-02-14
AFT, Forsyth & Company, Inc.
CLOSED
Shares0 from 16,580
Change-16,580 (-100%)
Value$0 (-$410)
Filed 2022-02-07
Paces Ferry Wealth Advisors, LLC
CLOSED
Shares0 from 16,308
Change-16,308 (-100%)
Value$0 (-$403)
Filed 2022-01-19
Valley National Advisers Inc
CLOSED
Shares0 from 16,272
Change-16,272 (-100%)
Value$0 (-$402)
Filed 2022-02-11
Colton Groome Financial Advisors, LLC
CLOSED
Shares0 from 16,100
Change-16,100 (-100%)
Value$0 (-$398)
Filed 2022-01-19
Bridgeworth, LLC
CLOSED
Shares0 from 14,568
Change-14,568 (-100%)
Value$0 (-$360)
Filed 2022-02-10
Prime Capital Investment Advisors, LLC
CLOSED
Shares0 from 14,496
Change-14,496 (-100%)
Value$0 (-$358)
Filed 2022-02-07
Strategic Wealth Partners Group LLC
CLOSED
Shares0 from 14,373
Change-14,373 (-100%)
Value$0 (-$355)
Filed 2022-02-11
Cetera Advisors LLC
CLOSED
Shares0 from 14,292
Change-14,292 (-100%)
Value$0 (-$353)
Filed 2022-02-14
Advisory Services Network, LLC
CLOSED
Shares0 from 12,649
Change-12,649 (-100%)
Value$0 (-$313)
Filed 2022-02-14
Cypress Wealth Services, LLC
CLOSED
Shares0 from 12,609
Change-12,609 (-100%)
Value$0 (-$312)
Filed 2022-01-19
Klaas Financial Asset Advisors, LLC
CLOSED
Shares0 from 12,044
Change-12,044 (-100%)
Value$0 (-$298)
Filed 2022-02-09
Beaumont Financial Partners, LLC
CLOSED
Shares0 from 12,000
Change-12,000 (-100%)
Value$0 (-$297)
Filed 2022-02-07
Cetera Advisor Networks LLC
CLOSED
Shares0 from 11,857
Change-11,857 (-100%)
Value$0 (-$293)
Filed 2022-02-14
Stephens Inc
CLOSED
Shares0 from 11,150
Change-11,150 (-100%)
Value$0 (-$276)
Filed 2022-03-07
Hilltop Holdings Inc.
CLOSED
Shares0 from 10,903
Change-10,903 (-100%)
Value$0 (-$270)
Filed 2022-02-14
Front Row Advisors LLC
CLOSED
Shares0 from 10,600
Change-10,600 (-100%)
Value$0 (-$262)
Filed 2022-03-09
Ironwood Financial, llc
CLOSED
Shares0 from 10,452
Change-10,452 (-100%)
Value$0 (-$258)
Filed 2022-01-28
4Thought Financial Group Inc.
CLOSED
Shares0 from 10,394
Change-10,394 (-100%)
Value$0 (-$257)
Filed 2022-01-26
Ancora Advisors LLCA
CLOSED
Shares0 from 10,320
Change-10,320 (-100%)
Value$0 (-$255)
Filed 2022-02-14
Roble, Belko & Company, Inc
CLOSED
Shares0 from 10,119
Change-10,119 (-100%)
Value$0 (-$250)
Filed 2022-02-07
Smith, Moore & Co.
CLOSED
Shares0 from 10,112
Change-10,112 (-100%)
Value$0 (-$250)
Filed 2022-02-08
Fragasso Financial Advisors Inc
CLOSED
Shares0 from 10,032
Change-10,032 (-100%)
Value$0 (-$248)
Filed 2022-01-19
Mayfair Advisory Group, LLC
CLOSED
Shares0 from 10,017
Change-10,017 (-100%)
Value$0 (-$248)
Filed 2022-01-19
Laidlaw Wealth Management LLC
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$247)
Filed 2022-02-14
Harvey Capital Management Inc
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$247)
Filed 2022-02-14
Frontier Wealth Management LLC
CLOSED
Shares0 from 9,984
Change-9,984 (-100%)
Value$0 (-$247)
Filed 2022-02-04
Financial Advocates Investment Management
CLOSED
Shares0 from 9,974
Change-9,974 (-100%)
Value$0 (-$247)
Filed 2022-02-14
RDL Financial Inc
CLOSED
Shares0 from 9,577
Change-9,577 (-100%)
Value$0 (-$237)
Filed 2022-01-19
Benjamin Edwards Inc
CLOSED
Shares0 from 9,097
Change-9,097 (-100%)
Value$0 (-$225)
Filed 2022-02-07
CGN Advisors LLC
CLOSED
Shares0 from 8,996
Change-8,996 (-100%)
Value$0 (-$222)
Filed 2022-01-14
Private Capital Group, LLC
CLOSED
Shares0 from 8,811
Change-8,811 (-100%)
Value$0 (-$218)
Filed 2022-01-24
Resonant Capital Advisors, LLC
CLOSED
Shares0 from 8,749
Change-8,749 (-100%)
Value$0 (-$216)
Filed 2022-01-26
Norway Savings Bank
CLOSED
Shares0 from 8,705
Change-8,705 (-100%)
Value$0 (-$215)
Filed 2022-01-18
Eldridge Investment Advisors, Inc.
CLOSED
Shares0 from 8,614
Change-8,614 (-100%)
Value$0 (-$213)
Filed 2022-02-14
Meitav Investment House LTD
CLOSED
Shares0 from 8,448
Change-8,448 (-100%)
Value$0 (-$209)
Filed 2022-02-08
Kingsview Wealth Management, LLC
CLOSED
Shares0 from 8,244
Change-8,244 (-100%)
Value$0 (-$204)
Filed 2022-02-17
Wilbanks Smith & Thomas Asset Management LLC
CLOSED
Shares0 from 8,179
Change-8,179 (-100%)
Value$0 (-$202)
Filed 2022-02-08
Eaton Vance Management
CLOSED
Shares0 from 7,500
Change-7,500 (-100%)
Value$0 (-$185)
Filed 2022-04-12
Geneos Wealth Management Inc.
CLOSED
Shares0 from 7,271
Change-7,271 (-100%)
Value$0 (-$179)
Filed 2022-02-09
FinTrust Capital Advisors, LLC
CLOSED
Shares0 from 7,265
Change-7,265 (-100%)
Value$0 (-$180)
Filed 2022-02-14
PFG Private Wealth Management, LLC
CLOSED
Shares0 from 6,790
Change-6,790 (-100%)
Value$0 (-$168)
Filed 2022-01-27
Bradley & Co. Private Wealth Management, LLC
CLOSED
Shares0 from 6,769
Change-6,769 (-100%)
Value$0 (-$167)
Filed 2022-01-21
AlphaMark Advisors, LLC
CLOSED
Shares0 from 6,583
Change-6,583 (-100%)
Value$0 (-$163)
Filed 2022-02-09
Godsey & Gibb, Inc
CLOSED
Shares0 from 5,950
Change-5,950 (-100%)
Value$0 (-$147)
Filed 2022-02-15
AlphaCore Capital LLC
CLOSED
Shares0 from 5,744
Change-5,744 (-100%)
Value$0 (-$142)
Filed 2022-02-14
Jackson Hole Capital Partners, LLC
CLOSED
Shares0 from 4,323
Change-4,323 (-100%)
Value$0 (-$107)
Filed 2022-02-02
Harbour Investments, Inc.
CLOSED
Shares0 from 4,140
Change-4,140 (-100%)
Value$0 (-$102)
Filed 2022-02-16
Pinnacle Bancorp, Inc.
CLOSED
Shares0 from 2,914
Change-2,914 (-100%)
Value$0 (-$72)
Filed 2022-01-19
Timber Creek Capital Management LLC
CLOSED
Shares0 from 2,890
Change-2,890 (-100%)
Value$0 (-$71)
Filed 2022-01-31
Capital Asset Advisory Services LLC
CLOSED
Shares0 from 2,638
Change-2,638 (-100%)
Value$0 (-$65)
Filed 2022-02-04
Parallel Advisors, LLC
CLOSED
Shares0 from 2,635
Change-2,635 (-100%)
Value$0 (-$65)
Filed 2022-01-20
HM Payson & Co
CLOSED
Shares0 from 2,250
Change-2,250 (-100%)
Value$0 (-$56)
Filed 2022-02-15
TD Capital Management LLC
CLOSED
Shares0 from 2,083
Change-2,083 (-100%)
Value$0 (-$52)
Filed 2022-02-14
Rockbridge Investment Management, LCC
CLOSED
Shares0 from 1,791
Change-1,791 (-100%)
Value$0 (-$44)
Filed 2022-02-14
Glen Eagle Advisors, LLC
CLOSED
Shares0 from 1,240
Change-1,240 (-100%)
Value$0 (-$30.7K)
Filed 2024-08-13
Coastal Capital Group, Inc.
CLOSED
Shares0 from 1,230
Change-1,230 (-100%)
Value$0 (-$30)
Filed 2022-01-19
Proequities, Inc.
CLOSED
Shares0 from 1,088
Change-1,088 (-100%)
Value$0 (-$27)
Filed 2022-02-07
Capital Advisors, Ltd. LLC
CLOSED
Shares0 from 920
Change-920 (-100%)
Value$0 (-$23)
Filed 2022-02-08
Global Retirement Partners, LLC
CLOSED
Shares0 from 855
Change-855 (-100%)
Value$0 (-$21)
Filed 2022-01-21
Financial Gravity Wealth, Inc.
CLOSED
Shares0 from 642
Change-642 (-100%)
Value$0 (-$25)
Filed 2022-02-11
Stonebridge Capital Advisors LLC
CLOSED
Shares0 from 542
Change-542 (-100%)
Value$0 (-$13)
Filed 2022-02-14
Optimum Investment Advisors
CLOSED
Shares0 from 493
Change-493 (-100%)
Value$0 (-$12)
Filed 2022-03-17
AllSquare Wealth Management LLC
CLOSED
Shares0 from 465
Change-465 (-100%)
Value$0 (-$11)
Filed 2022-02-08
Gradient Investments LLC
CLOSED
Shares0 from 405
Change-405 (-100%)
Value$0 (-$10)
Filed 2022-01-12
SYM Financial Corp
CLOSED
Shares0 from 320
Change-320 (-100%)
Value$0 (-$8)
Filed 2022-02-03
Capital Investment Advisory Services, LLC
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$7)
Filed 2022-02-01
Next Financial Group, Inc
CLOSED
Shares0 from 188
Change-188 (-100%)
Value$0 (-$5)
Filed 2022-02-15
Ibex Wealth Advisors
CLOSED
Shares0 from 166
Change-166 (-100%)
Value$0 (-$4)
Filed 2022-02-22
BlackRock Inc.
CLOSED
Shares0 from 140
Change-140 (-100%)
Value$0 (-$3)
Filed 2022-02-23
JPMorgan Chase & Co
CLOSED
Shares0 from 36
Change-36 (-100%)
Value$0 (-$1)
Filed 2022-02-11
Arkadios Wealth Advisors
CLOSED
Shares0 from 19
Change-19 (-100%)
Value$0 ($0)
Filed 2022-02-03
FTB Advisors, Inc.
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 ($0)
Filed 2022-02-09
FMR LLC
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 ($0)
Filed 2022-02-14
Kowal Investment Group, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 ($0)
Filed 2022-02-11
Eudaimonia Partners, LLC
N/A
Shares— from 21,452
Change-21,452 (-100%)
Value—
Homrich & Berg
N/A
Shares— from 8,183
Change-8,183 (-100%)
Value—
Security National Trust Co
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Status
NorthCoast Asset Management LLC
NEW31,900—+31,900——$795—2022-02-04
Thrivent Financial for Lutherans
INCREASED23,51217,160+6,352+37%$424$582+$1582022-02-16
Bank of America Corp
CLOSED05,380,621-5,380,621-100%$133.1K$0-$133.1K2022-02-08
Aptus Capital Advisors, LLC
CLOSED02,505,011-2,505,011-100%$61.9K$0-$61.9K2022-02-02
Morgan Stanley
CLOSED02,015,044-2,015,044-100%$49.8K$0-$49.8K2022-02-14
US Bancorp \de\
CLOSED01,578,685-1,578,685-100%$39.0K$0-$39.0K2022-02-11
Truist Financial Corp
CLOSED01,117,419-1,117,419-100%$27.6K$0-$27.6K2022-02-14
HighTower Advisors, LLC
CLOSED01,083,299-1,083,299-100%$26.8K$0-$26.8K2022-02-10
LPL Financial LLC
CLOSED01,018,745-1,018,745-100%$25.2K$0-$25.2K2022-02-14
Raymond James Financial Services Advisors, Inc.
CLOSED0919,726-919,726-100%$22.7K$0-$22.7K2022-02-08
Wells Fargo & Company
CLOSED0872,620-872,620-100%$21.6K$0-$21.6K2022-02-14
Corda Investment Management, Llc.
CLOSED0837,294-837,294-100%$20.7K$0-$20.7K2022-02-08
UBS Group AG
CLOSED0796,489-796,489-100%$19.7K$0-$19.7K2022-02-14
Ameriprise Financial Inc
CLOSED0733,546-733,546-100%$18.2K$0-$18.2K2022-02-14
Paradigm, Strategies in Wealth Management, LLC
CLOSED0665,413-665,413-100%$16.5K$0-$16.5K2022-02-08
RVW Wealth, LLC
CLOSED0652,356-652,356-100%$16.0K$0-$16.0K2022-01-14
Sigma Investment Counselors Inc
CLOSED0639,242-639,242-100%$15.8K$0-$15.8K2022-02-08
MV Capital Management, Inc.
CLOSED0551,193-551,193-100%$13.6K$0-$13.6K2022-02-02
Stratos Wealth Partners, Ltd.
CLOSED0539,720-539,720-100%$13.3K$0-$13.3K2022-01-14
Royal Bank of Canada
CLOSED0433,122-433,122-100%$10.7K$0-$10.7K2022-02-14
Central Trust Co
CLOSED0414,910-414,910-100%$10.3K$0-$10.3K2022-02-08
Venture Visionary Partners LLC
CLOSED0407,450-407,450-100%$10.1K$0-$10.1K2022-02-08
Merit Financial Group, LLC
CLOSED0395,670-395,670-100%$9.8K$0-$9.8K2022-02-14
Captrust Financial Advisors
CLOSED0392,808-392,808-100%$9.7K$0-$9.7K2022-02-14
Obermeyer Wealth Partners
CLOSED0377,454-377,454-100%$9.3K$0-$9.3K2022-01-31
Raymond James & Associates
CLOSED0359,271-359,271-100%$8.9K$0-$8.9K2022-02-08
Jane Street Group, LLC
CLOSED0355,573-355,573-100%$8.8K$0-$8.8K2022-02-15
Gateway Advisory, LLC
CLOSED0322,163-322,163-100%$8.0K$0-$8.0K2022-01-14
Asset Dedication, LLC
CLOSED0311,104-311,104-100%$7.7K$0-$7.7K2022-01-21
Integrated Wealth Concepts LLC
CLOSED0294,466-294,466-100%$7.3K$0-$7.3K2022-02-15
EP Wealth Advisors, LLC
CLOSED0279,503-279,503-100%$6.9K$0-$6.9K2022-02-17
Leavell Investment Management, Inc.
CLOSED0260,655-260,655-100%$6.4K$0-$6.4K2022-01-20
Capital Investment Advisors, LLC
CLOSED0258,984-258,984-100%$6.4K$0-$6.4K2022-01-10
Mariner, LLC
CLOSED0248,944-248,944-100%$6.2K$0-$6.2K2022-02-14
Kestra Advisory Services, LLC
CLOSED0231,421-231,421-100%$5.7K$0-$5.7K2022-07-25
Kestra Private Wealth Services, LLC
CLOSED0228,334-228,334-100%$5.6K$0-$5.6K2022-07-21
Commonwealth Equity Services, LLC
CLOSED0223,922-223,922-100%$5.5K$0-$5.5K2022-01-31
Envestnet Asset Management Inc
CLOSED0206,914-206,914-100%$5.1K$0-$5.1K2022-02-04
Day & Ennis, LLC
CLOSED0206,647-206,647-100%$5.1K$0-$5.1K2022-02-10
D.A. Davidson & Co.
CLOSED0203,793-203,793-100%$5.0K$0-$5.0K2022-01-31
Northwestern Mutual Wealth Management Co
CLOSED0201,797-201,797-100%$5.0K$0-$5.0K2022-02-03
MCF Advisors LLC
CLOSED0199,171-199,171-100%$4.9K$0-$4.9K2022-02-14
Calton & Associates, Inc.
CLOSED0197,210-197,210-100%$4.9K$0-$4.9K2022-01-13
Allworth Financial LP
CLOSED0193,214-193,214-100%$4.8K$0-$4.8K2022-01-21
Charter Oak Capital Management, LLC
CLOSED0192,639-192,639-100%$4.8K$0-$4.8K2022-02-09
Lutz Financial Services LLC
CLOSED0188,189-188,189-100%$4.7K$0-$4.7K2022-01-19
United Capital Financial Advisors, LLC
CLOSED0184,583-184,583-100%$4.6K$0-$4.6K2022-02-14
Osaic Holdings, Inc.
CLOSED0184,498-184,498-100%$4.6K$0-$4.6K2022-02-03
Studio Investment Management LLC
CLOSED0178,581-178,581-100%$4.4K$0-$4.4K2022-02-14
Stifel Financial Corp
CLOSED0173,384-173,384-100%$4.3K$0-$4.3K2022-02-14
Private Advisor Group, LLC
CLOSED0170,603-170,603-100%$4.2K$0-$4.2K2022-02-10
Kesler, Norman & Wride, LLC
CLOSED0162,720-162,720-100%$4.0K$0-$4.0K2022-02-07
Princeton Global Asset Management LLC
CLOSED0157,713-157,713-100%$3.9K$0-$3.9K2022-02-02
Cribstone Capital Management, LLC
CLOSED0146,201-146,201-100%$3.6K$0-$3.6K2022-02-10
Lyell Wealth Management, LP
CLOSED0139,905-139,905-100%$3.5K$0-$3.5K2022-02-08
Fulton Breakefield Broenniman LLC
CLOSED0134,560-134,560-100%$3.3K$0-$3.3K2022-02-07
First Fiduciary Investment Counsel, Inc.
CLOSED0134,432-134,432-100%$3.3K$0-$3.3K2022-01-14
Janney Montgomery Scott LLC
CLOSED0131,409-131,409-100%$3.3K$0-$3.3K2022-01-27
Peloton Wealth Strategists
CLOSED0123,700-123,700-100%$3.1K$0-$3.1K2022-02-10
Cornerstone Management, Inc.
CLOSED0119,905-119,905-100%$3.0M$0-$3.0M2023-05-09
Ritholtz Wealth Management
CLOSED0118,952-118,952-100%$2.9K$0-$2.9K2022-01-18
Sandy Spring Bank
CLOSED0115,640-115,640-100%$2.9K$0-$2.9K2022-02-11
Cliftonlarsonallen Wealth Advisors, LLC
CLOSED0111,529-111,529-100%$2.8K$0-$2.8K2022-01-26
Cambridge Investment Research Advisors, Inc.
CLOSED0110,713-110,713-100%$2.7K$0-$2.7K2022-02-03
AE Wealth Management LLC
CLOSED0110,146-110,146-100%$2.7K$0-$2.7K2022-01-20
Madden Advisory Services, Inc.
CLOSED0108,981-108,981-100%$2.7K$0-$2.7K2022-02-08
Sonata Capital Group Inc
CLOSED0104,253-104,253-100%$2.6K$0-$2.6K2022-02-11
Freedom Investment Management, Inc.
CLOSED0103,089-103,089-100%$2.5K$0-$2.5K2022-02-14
Beacon Pointe Advisors, LLC
CLOSED098,201-98,201-100%$2.4K$0-$2.4K2022-02-14
Guidance Point Advisors, LLC
CLOSED090,020-90,020-100%$2.2K$0-$2.2K2022-01-28
Northstar Group, Inc.
CLOSED085,990-85,990-100%$2.1K$0-$2.1K2022-01-31
Bank of New York Mellon Corp
CLOSED085,656-85,656-100%$2.1K$0-$2.1K2022-02-11
Archford Capital Strategies, LLC
CLOSED083,496-83,496-100%$2.1K$0-$2.1K2022-01-20
Laurel Wealth Advisors LLC
CLOSED080,600-80,600-100%$2.0K$0-$2.0K2022-02-01
J. L. Bainbridge & Co., Inc.
CLOSED079,212-79,212-100%$2.0K$0-$2.0K2022-02-07
Benjamin F. Edwards & Company, Inc.
CLOSED066,122-66,122-100%$1.6K$0-$1.6K2022-02-07
Clear Harbor Asset Management, LLC
CLOSED066,081-66,081-100%$1.6K$0-$1.6K2022-01-21
Northwest Bancshares, Inc.
CLOSED062,820-62,820-100%$1.6K$0-$1.6K2022-02-09
Strid Group, LLC
CLOSED061,999-61,999-100%$1.5K$0-$1.5K2022-01-14
BerganKDV Wealth Management, LLC
CLOSED061,274-61,274-100%$1.5K$0-$1.5K2022-01-28
Praetorian Wealth Management, Inc.
CLOSED060,901-60,901-100%$1.5K$0-$1.5K2022-01-14
Susquehanna International Group, LLP
CLOSED058,223-58,223-100%$1.4K$0-$1.4K2022-04-05
CFS Investment Advisory Services, LLC
CLOSED054,751-54,751-100%$1.4K$0-$1.4K2022-02-14
Quest Capital Management Inc
CLOSED051,244-51,244-100%$1.3K$0-$1.3K2022-01-31
Blair William & Co
CLOSED050,825-50,825-100%$1.3K$0-$1.3K2022-02-14
Fieldpoint Private Securities, LLC
CLOSED050,500-50,500-100%$1.2K$0-$1.2K2022-01-24
Trust Co
CLOSED049,047-49,047-100%$1.2K$0-$1.2K2022-01-14
American Portfolios Advisors
CLOSED047,195-47,195-100%$1.2M$0-$1.2M2023-03-21
Childress Capital Advisors, LLC
CLOSED045,700-45,700-100%$1.1K$0-$1.1K2022-01-26
Exchange Capital Management, Inc.
CLOSED043,641-43,641-100%$1.1K$0-$1.1K2022-01-27
Mercer Global Advisors Inc
CLOSED043,468-43,468-100%$1.1K$0-$1.1K2022-02-04
Cary Street Partners Asset Management LLC
CLOSED042,810-42,810-100%$1.1K$0-$1.1K2022-02-14
Arrow Financial Corp
CLOSED042,750-42,750-100%$1.1K$0-$1.1K2022-01-28
Arcadia Investment Advisors LLC
CLOSED042,261-42,261-100%$1.0M$0-$1.0M2024-12-19
Karn, Couzens & Associates, Inc.
CLOSED042,070-42,070-100%$1.0K$0-$1.0K2022-01-14
Matthew Goff Investment Advisor, LLC
CLOSED039,659-39,659-100%$981$0-$9812022-01-18
Moneco Advisors, LLC
CLOSED039,003-39,003-100%$965$0-$9652022-02-08
First National Bank of South Miami
CLOSED037,594-37,594-100%$930$0-$9302022-01-18
Old Mission Capital LLC
CLOSED037,435-37,435-100%$926$0-$9262022-02-10
PNC Financial Services Group, Inc.
CLOSED036,682-36,682-100%$908$0-$9082022-02-11
PFG Advisors
CLOSED036,012-36,012-100%$891$0-$8912022-01-21
Belpointe Asset Management LLC
CLOSED034,793-34,793-100%$861$0-$8612022-02-15
Patten Group, Inc.
CLOSED034,425-34,425-100%$851$0-$8512022-01-20
Wells Financial Advisors Inc
CLOSED033,757-33,757-100%$835$0-$8352022-02-11
Bellecapital International Ltd.
CLOSED032,857-32,857-100%$813$0-$8132022-01-20
Associated Banc-Corp
CLOSED032,752-32,752-100%$810$0-$8102022-02-10
Regions Financial Corp
CLOSED029,338-29,338-100%$726$0-$7262022-01-31
Steward Partners Investment Advisory, LLC
CLOSED028,864-28,864-100%$714$0-$7142022-02-08
Cottage Street Advisors LLC
CLOSED028,000-28,000-100%$692$0-$6922022-01-13
Stokes Family Office, LLC
CLOSED028,000-28,000-100%$692$0-$6922022-02-15
Capital Financial Planning, LLC
CLOSED024,489-24,489-100%$606$0-$6062022-02-11
Debussy Capital Management LP
CLOSED024,312-24,312-100%$601$0-$6012022-02-14
StoneX Group Inc.
CLOSED023,588-23,588-100%$583$0-$5832025-08-13
Relative Value Partners Group, LLC
CLOSED022,982-22,982-100%$568$0-$5682022-02-11
InterOcean Capital Group, LLC
CLOSED022,122-22,122-100%$547$0-$5472022-02-08
IMA Advisory Services, Inc.
CLOSED021,545-21,545-100%$533$0-$5332022-02-14
MML Investors Services, LLC
CLOSED021,515-21,515-100%$532$0-$5322022-02-14
Kathmere Capital Management, LLC
CLOSED021,250-21,250-100%$526$0-$5262022-01-27
Chesley Taft & Associates LLC
CLOSED021,000-21,000-100%$519$0-$5192022-01-05
Advisors Capital Management, LLC
CLOSED020,312-20,312-100%$502$0-$5022022-02-14
Covington Investment Advisors Inc.
CLOSED020,192-20,192-100%$499$0-$4992022-02-10
American Family Insurance Mutual Holding Co
CLOSED020,000-20,000-100%$495$0-$4952022-02-03
Blue Barn Wealth, LLC
CLOSED019,735-19,735-100%$488$0-$4882022-02-14
Rehmann Capital Advisory Group
CLOSED019,522-19,522-100%$482.8K$0-$482.8K2022-03-02
Avantax Planning Partners, Inc.
CLOSED019,396-19,396-100%$480$0-$4802022-01-28
Forvis Mazars Wealth Advisors, LLC
CLOSED018,275-18,275-100%$452$0-$4522022-01-14
Cedar Brook Financial Partners, LLC
CLOSED017,966-17,966-100%$444$0-$4442022-01-27
Spinnaker Trust
CLOSED017,467-17,467-100%$432$0-$4322022-01-31
Cerity Partners LLC
CLOSED017,362-17,362-100%$429$0-$4292022-02-14
AFT, Forsyth & Company, Inc.
CLOSED016,580-16,580-100%$410$0-$4102022-02-07
Paces Ferry Wealth Advisors, LLC
CLOSED016,308-16,308-100%$403$0-$4032022-01-19
Valley National Advisers Inc
CLOSED016,272-16,272-100%$402$0-$4022022-02-11
Colton Groome Financial Advisors, LLC
CLOSED016,100-16,100-100%$398$0-$3982022-01-19
Bridgeworth, LLC
CLOSED014,568-14,568-100%$360$0-$3602022-02-10
Prime Capital Investment Advisors, LLC
CLOSED014,496-14,496-100%$358$0-$3582022-02-07
Strategic Wealth Partners Group LLC
CLOSED014,373-14,373-100%$355$0-$3552022-02-11
Cetera Advisors LLC
CLOSED014,292-14,292-100%$353$0-$3532022-02-14
Advisory Services Network, LLC
CLOSED012,649-12,649-100%$313$0-$3132022-02-14
Cypress Wealth Services, LLC
CLOSED012,609-12,609-100%$312$0-$3122022-01-19
Klaas Financial Asset Advisors, LLC
CLOSED012,044-12,044-100%$298$0-$2982022-02-09
Beaumont Financial Partners, LLC
CLOSED012,000-12,000-100%$297$0-$2972022-02-07
Cetera Advisor Networks LLC
CLOSED011,857-11,857-100%$293$0-$2932022-02-14
Stephens Inc
CLOSED011,150-11,150-100%$276$0-$2762022-03-07
Hilltop Holdings Inc.
CLOSED010,903-10,903-100%$270$0-$2702022-02-14
Front Row Advisors LLC
CLOSED010,600-10,600-100%$262$0-$2622022-03-09
Ironwood Financial, llc
CLOSED010,452-10,452-100%$258$0-$2582022-01-28
4Thought Financial Group Inc.
CLOSED010,394-10,394-100%$257$0-$2572022-01-26
Ancora Advisors LLCA
CLOSED010,320-10,320-100%$255$0-$2552022-02-14
Roble, Belko & Company, Inc
CLOSED010,119-10,119-100%$250$0-$2502022-02-07
Smith, Moore & Co.
CLOSED010,112-10,112-100%$250$0-$2502022-02-08
Fragasso Financial Advisors Inc
CLOSED010,032-10,032-100%$248$0-$2482022-01-19
Mayfair Advisory Group, LLC
CLOSED010,017-10,017-100%$248$0-$2482022-01-19
Laidlaw Wealth Management LLC
CLOSED010,000-10,000-100%$247$0-$2472022-02-14
Harvey Capital Management Inc
CLOSED010,000-10,000-100%$247$0-$2472022-02-14
Frontier Wealth Management LLC
CLOSED09,984-9,984-100%$247$0-$2472022-02-04
Financial Advocates Investment Management
CLOSED09,974-9,974-100%$247$0-$2472022-02-14
RDL Financial Inc
CLOSED09,577-9,577-100%$237$0-$2372022-01-19
Benjamin Edwards Inc
CLOSED09,097-9,097-100%$225$0-$2252022-02-07
CGN Advisors LLC
CLOSED08,996-8,996-100%$222$0-$2222022-01-14
Private Capital Group, LLC
CLOSED08,811-8,811-100%$218$0-$2182022-01-24
Resonant Capital Advisors, LLC
CLOSED08,749-8,749-100%$216$0-$2162022-01-26
Norway Savings Bank
CLOSED08,705-8,705-100%$215$0-$2152022-01-18
Eldridge Investment Advisors, Inc.
CLOSED08,614-8,614-100%$213$0-$2132022-02-14
Meitav Investment House LTD
CLOSED08,448-8,448-100%$209$0-$2092022-02-08
Kingsview Wealth Management, LLC
CLOSED08,244-8,244-100%$204$0-$2042022-02-17
Wilbanks Smith & Thomas Asset Management LLC
CLOSED08,179-8,179-100%$202$0-$2022022-02-08
Eaton Vance Management
CLOSED07,500-7,500-100%$185$0-$1852022-04-12
Geneos Wealth Management Inc.
CLOSED07,271-7,271-100%$179$0-$1792022-02-09
FinTrust Capital Advisors, LLC
CLOSED07,265-7,265-100%$180$0-$1802022-02-14
PFG Private Wealth Management, LLC
CLOSED06,790-6,790-100%$168$0-$1682022-01-27
Bradley & Co. Private Wealth Management, LLC
CLOSED06,769-6,769-100%$167$0-$1672022-01-21
AlphaMark Advisors, LLC
CLOSED06,583-6,583-100%$163$0-$1632022-02-09
Godsey & Gibb, Inc
CLOSED05,950-5,950-100%$147$0-$1472022-02-15
AlphaCore Capital LLC
CLOSED05,744-5,744-100%$142$0-$1422022-02-14
Jackson Hole Capital Partners, LLC
CLOSED04,323-4,323-100%$107$0-$1072022-02-02
Harbour Investments, Inc.
CLOSED04,140-4,140-100%$102$0-$1022022-02-16
Pinnacle Bancorp, Inc.
CLOSED02,914-2,914-100%$72$0-$722022-01-19
Timber Creek Capital Management LLC
CLOSED02,890-2,890-100%$71$0-$712022-01-31
Capital Asset Advisory Services LLC
CLOSED02,638-2,638-100%$65$0-$652022-02-04
Parallel Advisors, LLC
CLOSED02,635-2,635-100%$65$0-$652022-01-20
HM Payson & Co
CLOSED02,250-2,250-100%$56$0-$562022-02-15
TD Capital Management LLC
CLOSED02,083-2,083-100%$52$0-$522022-02-14
Rockbridge Investment Management, LCC
CLOSED01,791-1,791-100%$44$0-$442022-02-14
Glen Eagle Advisors, LLC
CLOSED01,240-1,240-100%$30.7K$0-$30.7K2024-08-13
Coastal Capital Group, Inc.
CLOSED01,230-1,230-100%$30$0-$302022-01-19
Proequities, Inc.
CLOSED01,088-1,088-100%$27$0-$272022-02-07
Capital Advisors, Ltd. LLC
CLOSED0920-920-100%$23$0-$232022-02-08
Global Retirement Partners, LLC
CLOSED0855-855-100%$21$0-$212022-01-21
Financial Gravity Wealth, Inc.
CLOSED0642-642-100%$25$0-$252022-02-11
Stonebridge Capital Advisors LLC
CLOSED0542-542-100%$13$0-$132022-02-14
Optimum Investment Advisors
CLOSED0493-493-100%$12$0-$122022-03-17
AllSquare Wealth Management LLC
CLOSED0465-465-100%$11$0-$112022-02-08
Gradient Investments LLC
CLOSED0405-405-100%$10$0-$102022-01-12
SYM Financial Corp
CLOSED0320-320-100%$8$0-$82022-02-03
Capital Investment Advisory Services, LLC
CLOSED0300-300-100%$7$0-$72022-02-01
Next Financial Group, Inc
CLOSED0188-188-100%$5$0-$52022-02-15
Ibex Wealth Advisors
CLOSED0166-166-100%$4$0-$42022-02-22
BlackRock Inc.
CLOSED0140-140-100%$3$0-$32022-02-23
JPMorgan Chase & Co
CLOSED036-36-100%$1$0-$12022-02-11
Arkadios Wealth Advisors
CLOSED019-19-100%$0$0$02022-02-03
FTB Advisors, Inc.
CLOSED012-12-100%$0$0$02022-02-09
FMR LLC
CLOSED06-6-100%$0$0$02022-02-14
Kowal Investment Group, LLC
CLOSED01-1-100%$0$0$02022-02-11
Eudaimonia Partners, LLC
N/A—21,452-21,452-100%$531———
Homrich & Berg
N/A—8,183-8,183-100%$202———
Security National Trust Co
N/A—2,000-2,000-100%$50———
Showing 206 of 206 institutions