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Ishares TR

Q3 2023 vs Q4 2023

Comparing institutional holders between quarters

Quarters

Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
IFP Advisors, Inc
INCREASED
Shares33,758 from 33,518
Change+240 (+1%)
Value$861.9K (+$6.3K)
Filed 2024-01-09
Shufro Rose & Co LLC
UNCHANGED
Shares7,895 from 7,895
Change0 (0%)
Value$201.5K ($0)
Filed 2024-02-05
Bank of America Corp
CLOSED
Shares0 from 1,706,192
Change-1,706,192 (-100%)
Value$0 (-$43.6M)
Filed 2024-02-14
Morgan Stanley
CLOSED
Shares0 from 854,507
Change-854,507 (-100%)
Value$0 (-$21.8M)
Filed 2024-08-16
Jane Street Group, LLC
CLOSED
Shares0 from 707,661
Change-707,661 (-100%)
Value$0 (-$18.1M)
Filed 2024-02-15
Wells Fargo & Company
CLOSED
Shares0 from 605,707
Change-605,707 (-100%)
Value$0 (-$15.5M)
Filed 2024-02-09
NewEdge Advisors, LLC
CLOSED
Shares0 from 543,662
Change-543,662 (-100%)
Value$0 (-$13.9M)
Filed 2024-02-13
US Bancorp \de\
CLOSED
Shares0 from 534,311
Change-534,311 (-100%)
Value$0 (-$13.6M)
Filed 2024-02-09
HighTower Advisors, LLC
CLOSED
Shares0 from 470,354
Change-470,354 (-100%)
Value$0 (-$12.0M)
Filed 2024-02-12
LPL Financial LLC
CLOSED
Shares0 from 415,269
Change-415,269 (-100%)
Value$0 (-$10.6M)
Filed 2024-02-14
Glenview Trust Co
CLOSED
Shares0 from 346,514
Change-346,514 (-100%)
Value$0 (-$8.8M)
Filed 2024-02-12
Leavell Investment Management, Inc.
CLOSED
Shares0 from 326,389
Change-326,389 (-100%)
Value$0 (-$8.3K)
Filed 2024-01-23
UBS Group AG
CLOSED
Shares0 from 290,903
Change-290,903 (-100%)
Value$0 (-$7.4M)
Filed 2024-02-09
Regions Financial Corp
CLOSED
Shares0 from 281,556
Change-281,556 (-100%)
Value$0 (-$7.2M)
Filed 2024-02-06
Truist Financial Corp
CLOSED
Shares0 from 219,354
Change-219,354 (-100%)
Value$0 (-$5.6M)
Filed 2024-02-02
Mercer Global Advisors Inc
CLOSED
Shares0 from 209,050
Change-209,050 (-100%)
Value$0 (-$5.3K)
Filed 2024-02-15
Raymond James & Associates
CLOSED
Shares0 from 207,626
Change-207,626 (-100%)
Value$0 (-$5.3M)
Filed 2024-01-16
Covington Investment Advisors Inc.
CLOSED
Shares0 from 199,456
Change-199,456 (-100%)
Value$0 (-$5.1K)
Filed 2024-11-13
Northwestern Mutual Wealth Management Co
CLOSED
Shares0 from 199,180
Change-199,180 (-100%)
Value$0 (-$5.1M)
Filed 2024-02-13
Envestnet Asset Management Inc
CLOSED
Shares0 from 189,651
Change-189,651 (-100%)
Value$0 (-$4.8M)
Filed 2024-02-13
Cyndeo Wealth Partners, LLC
CLOSED
Shares0 from 174,206
Change-174,206 (-100%)
Value$0 (-$4.4M)
Filed 2024-01-12
Integrated Wealth Concepts LLC
CLOSED
Shares0 from 165,496
Change-165,496 (-100%)
Value$0 (-$4.2M)
Filed 2024-02-13
Mariner, LLC
CLOSED
Shares0 from 158,517
Change-158,517 (-100%)
Value$0 (-$4.0M)
Filed 2024-02-14
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 153,537
Change-153,537 (-100%)
Value$0 (-$3.9K)
Filed 2024-02-06
Ameriprise Financial Inc
CLOSED
Shares0 from 140,335
Change-140,335 (-100%)
Value$0 (-$3.6M)
Filed 2024-02-14
Raymond James Financial Services Advisors, Inc.
CLOSED
Shares0 from 139,727
Change-139,727 (-100%)
Value$0 (-$3.6M)
Filed 2024-01-16
Cliftonlarsonallen Wealth Advisors, LLC
CLOSED
Shares0 from 132,074
Change-132,074 (-100%)
Value$0 (-$3.4M)
Filed 2024-01-16
Lbmc Investment Advisors, LLC
CLOSED
Shares0 from 130,599
Change-130,599 (-100%)
Value$0 (-$3.3M)
Filed 2024-01-16
Royal Bank of Canada
CLOSED
Shares0 from 126,947
Change-126,947 (-100%)
Value$0 (-$3.2M)
Filed 2024-02-14
Oppenheimer Asset Management Inc.
CLOSED
Shares0 from 126,825
Change-126,825 (-100%)
Value$0 (-$3.2M)
Filed 2024-02-13
Praetorian Wealth Management, Inc.
CLOSED
Shares0 from 125,631
Change-125,631 (-100%)
Value$0 (-$3.2M)
Filed 2024-01-11
United Capital Financial Advisors, LLC
CLOSED
Shares0 from 125,303
Change-125,303 (-100%)
Value$0 (-$3.2M)
Filed 2024-02-14
Sonata Capital Group Inc
CLOSED
Shares0 from 119,565
Change-119,565 (-100%)
Value$0 (-$3.1K)
Filed 2024-02-07
Kathmere Capital Management, LLC
CLOSED
Shares0 from 106,685
Change-106,685 (-100%)
Value$0 (-$2.7M)
Filed 2024-04-16
Paradigm, Strategies in Wealth Management, LLC
CLOSED
Shares0 from 100,524
Change-100,524 (-100%)
Value$0 (-$2.6M)
Filed 2024-01-26
Phillips Financial Management, LLC
CLOSED
Shares0 from 95,447
Change-95,447 (-100%)
Value$0 (-$2.4M)
Filed 2024-01-25
Stonebridge Capital Advisors LLC
CLOSED
Shares0 from 92,143
Change-92,143 (-100%)
Value$0 (-$2.4M)
Filed 2024-02-14
Central Trust Co
CLOSED
Shares0 from 91,047
Change-91,047 (-100%)
Value$0 (-$2.3M)
Filed 2024-01-24
AMG National Trust Bank
CLOSED
Shares0 from 85,182
Change-85,182 (-100%)
Value$0 (-$2.2M)
Filed 2024-02-08
Source Financial Advisors LLC
CLOSED
Shares0 from 82,380
Change-82,380 (-100%)
Value$0 (-$2.1M)
Filed 2024-01-11
Global Financial Private Client, LLC
CLOSED
Shares0 from 81,055
Change-81,055 (-100%)
Value$0 (-$2.1M)
Filed 2024-05-16
Legacy Private Trust Co.
CLOSED
Shares0 from 80,719
Change-80,719 (-100%)
Value$0 (-$2.1M)
Filed 2024-01-10
Osaic Holdings, Inc.
CLOSED
Shares0 from 79,850
Change-79,850 (-100%)
Value$0 (-$2.0M)
Filed 2024-02-12
Creative Planning
CLOSED
Shares0 from 77,977
Change-77,977 (-100%)
Value$0 (-$2.0M)
Filed 2024-02-14
Sentinel Pension Advisors, LLC
CLOSED
Shares0 from 73,066
Change-73,066 (-100%)
Value$0 (-$1.9M)
Filed 2024-02-14
Susquehanna International Group, LLP
CLOSED
Shares0 from 69,000
Change-69,000 (-100%)
Value$0 (-$1.8M)
Filed 2024-02-14
Asset Dedication, LLC
CLOSED
Shares0 from 65,652
Change-65,652 (-100%)
Value$0 (-$1.7K)
Filed 2024-02-08
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 60,803
Change-60,803 (-100%)
Value$0 (-$1.6K)
Filed 2024-02-09
Beacon Pointe Advisors, LLC
CLOSED
Shares0 from 60,078
Change-60,078 (-100%)
Value$0 (-$1.5M)
Filed 2024-02-08
Granite Bay Wealth Management, LLC
CLOSED
Shares0 from 58,500
Change-58,500 (-100%)
Value$0 (-$1.5K)
Filed 2024-01-29
Blue Square Asset Management, LLC
CLOSED
Shares0 from 56,853
Change-56,853 (-100%)
Value$0 (-$1.5M)
Filed 2024-02-06
CFS Investment Advisory Services, LLC
CLOSED
Shares0 from 56,181
Change-56,181 (-100%)
Value$0 (-$1.4K)
Filed 2024-02-13
Captrust Financial Advisors
CLOSED
Shares0 from 54,348
Change-54,348 (-100%)
Value$0 (-$1.4M)
Filed 2024-02-14
Capital Investment Advisors, LLC
CLOSED
Shares0 from 53,020
Change-53,020 (-100%)
Value$0 (-$1.4M)
Filed 2024-01-05
Eldridge Investment Advisors, Inc.
CLOSED
Shares0 from 51,023
Change-51,023 (-100%)
Value$0 (-$1.3K)
Filed 2024-02-06
Newman Dignan & Sheerar, Inc.
CLOSED
Shares0 from 49,785
Change-49,785 (-100%)
Value$0 (-$1.3M)
Filed 2024-02-09
Bank of Montreal
CLOSED
Shares0 from 48,993
Change-48,993 (-100%)
Value$0 (-$1.2M)
Filed 2024-02-08
Valmark Advisers, Inc.
CLOSED
Shares0 from 48,500
Change-48,500 (-100%)
Value$0 (-$1.2M)
Filed 2024-02-02
Atwater Malick LLC
CLOSED
Shares0 from 47,527
Change-47,527 (-100%)
Value$0 (-$1.2M)
Filed 2024-01-11
RIA Advisory Group LLC
CLOSED
Shares0 from 45,867
Change-45,867 (-100%)
Value$0 (-$1.2M)
Filed 2024-01-31
Savant Capital, LLC
CLOSED
Shares0 from 45,624
Change-45,624 (-100%)
Value$0 (-$1.2M)
Filed 2024-02-05
Paradiem, LLC
CLOSED
Shares0 from 45,498
Change-45,498 (-100%)
Value$0 (-$1.2M)
Filed 2024-02-05
Stifel Financial Corp
CLOSED
Shares0 from 44,788
Change-44,788 (-100%)
Value$0 (-$1.1M)
Filed 2024-02-12
Avantax Planning Partners, Inc.
CLOSED
Shares0 from 44,191
Change-44,191 (-100%)
Value$0 (-$1.1M)
Filed 2024-02-09
Exchange Capital Management, Inc.
CLOSED
Shares0 from 43,921
Change-43,921 (-100%)
Value$0 (-$1.1M)
Filed 2024-02-08
Hills Bank & Trust Co
CLOSED
Shares0 from 43,494
Change-43,494 (-100%)
Value$0 (-$1.1M)
Filed 2024-02-07
Brandywine OAK Private Wealth LLC
CLOSED
Shares0 from 42,430
Change-42,430 (-100%)
Value$0 (-$1.1M)
Filed 2024-02-05
Royal Harbor Partners, LLC
CLOSED
Shares0 from 37,725
Change-37,725 (-100%)
Value$0 (-$962.9K)
Filed 2024-02-08
Garden State Investment Advisory Services LLC
CLOSED
Shares0 from 37,557
Change-37,557 (-100%)
Value$0 (-$958.7K)
Filed 2024-02-14
Roof Eidam Maycock Peralta, LLC
CLOSED
Shares0 from 37,305
Change-37,305 (-100%)
Value$0 (-$952.2K)
Filed 2024-02-07
PFG Private Wealth Management, LLC
CLOSED
Shares0 from 37,297
Change-37,297 (-100%)
Value$0 (-$952.0K)
Filed 2024-01-22
Private Advisor Group, LLC
CLOSED
Shares0 from 35,030
Change-35,030 (-100%)
Value$0 (-$894.1K)
Filed 2024-02-06
Sound View Wealth Advisors Group, LLC
CLOSED
Shares0 from 34,608
Change-34,608 (-100%)
Value$0 (-$883.4K)
Filed 2024-02-08
Lido Advisors, LLC
CLOSED
Shares0 from 32,677
Change-32,677 (-100%)
Value$0 (-$834.1K)
Filed 2024-02-14
Apollon Wealth Management, LLC
CLOSED
Shares0 from 31,584
Change-31,584 (-100%)
Value$0 (-$806.2K)
Filed 2024-02-06
Baird Financial Group, Inc.
CLOSED
Shares0 from 29,816
Change-29,816 (-100%)
Value$0 (-$761.1K)
Filed 2024-02-14
CWM, LLC
CLOSED
Shares0 from 27,781
Change-27,781 (-100%)
Value$0 (-$709)
Filed 2024-02-01
Corient Private Wealth LP
CLOSED
Shares0 from 27,275
Change-27,275 (-100%)
Value$0 (-$696.2K)
Filed 2024-02-09
Tlwm
CLOSED
Shares0 from 26,720
Change-26,720 (-100%)
Value$0 (-$682.0K)
Filed 2024-01-09
Stratos Wealth Partners, Ltd.
CLOSED
Shares0 from 26,581
Change-26,581 (-100%)
Value$0 (-$678.5K)
Filed 2024-01-24
Carr Financial Group Corp
CLOSED
Shares0 from 25,678
Change-25,678 (-100%)
Value$0 (-$654.3K)
Filed 2024-01-26
Granite Harbor Advisors, Inc.
CLOSED
Shares0 from 24,940
Change-24,940 (-100%)
Value$0 (-$636.6K)
Filed 2024-01-19
Sandy Spring Bank
CLOSED
Shares0 from 24,785
Change-24,785 (-100%)
Value$0 (-$632.6K)
Filed 2024-01-26
Carnegie Investment Counsel
CLOSED
Shares0 from 24,100
Change-24,100 (-100%)
Value$0 (-$615.2K)
Filed 2024-01-30
Cetera Advisor Networks LLC
CLOSED
Shares0 from 24,070
Change-24,070 (-100%)
Value$0 (-$614.4K)
Filed 2024-02-13
Resonant Capital Advisors, LLC
CLOSED
Shares0 from 23,954
Change-23,954 (-100%)
Value$0 (-$611.4K)
Filed 2024-01-31
Curbstone Financial Management Corp
CLOSED
Shares0 from 23,750
Change-23,750 (-100%)
Value$0 (-$606.2K)
Filed 2024-01-08
Belpointe Asset Management LLC
CLOSED
Shares0 from 21,283
Change-21,283 (-100%)
Value$0 (-$543.2K)
Filed 2024-02-13
Allworth Financial LP
CLOSED
Shares0 from 20,993
Change-20,993 (-100%)
Value$0 (-$535.8K)
Filed 2024-01-24
Lincoln National Corp
CLOSED
Shares0 from 20,124
Change-20,124 (-100%)
Value$0 (-$513.7K)
Filed 2024-02-06
Princeton Global Asset Management LLC
CLOSED
Shares0 from 18,321
Change-18,321 (-100%)
Value$0 (-$467.6K)
Filed 2024-01-22
Kestra Private Wealth Services, LLC
CLOSED
Shares0 from 18,295
Change-18,295 (-100%)
Value$0 (-$467.0K)
Filed 2024-02-05
Peloton Wealth Strategists
CLOSED
Shares0 from 18,200
Change-18,200 (-100%)
Value$0 (-$465)
Filed 2024-02-16
Advisory Services Network, LLC
CLOSED
Shares0 from 17,284
Change-17,284 (-100%)
Value$0 (-$441.2K)
Filed 2024-02-09
Janney Montgomery Scott LLC
CLOSED
Shares0 from 17,163
Change-17,163 (-100%)
Value$0 (-$438)
Filed 2024-02-08
Two Sigma Securities, LLC
CLOSED
Shares0 from 16,484
Change-16,484 (-100%)
Value$0 (-$420.8K)
Filed 2024-02-14
Journey Advisory Group, LLC
CLOSED
Shares0 from 16,053
Change-16,053 (-100%)
Value$0 (-$409.8K)
Filed 2024-02-14
Cora Capital Advisors LLC
CLOSED
Shares0 from 16,000
Change-16,000 (-100%)
Value$0 (-$408.4K)
Filed 2024-02-05
First Affirmative Financial Network
CLOSED
Shares0 from 15,891
Change-15,891 (-100%)
Value$0 (-$405.6K)
Filed 2024-01-08
EP Wealth Advisors, LLC
CLOSED
Shares0 from 15,539
Change-15,539 (-100%)
Value$0 (-$396.6K)
Filed 2024-02-28
Northern Trust Corp
CLOSED
Shares0 from 15,125
Change-15,125 (-100%)
Value$0 (-$386.1K)
Filed 2024-02-13
Ameritas Investment Partners, Inc.
CLOSED
Shares0 from 15,086
Change-15,086 (-100%)
Value$0 (-$385.1K)
Filed 2024-02-14
Archford Capital Strategies, LLC
CLOSED
Shares0 from 14,189
Change-14,189 (-100%)
Value$0 (-$362.2K)
Filed 2024-01-12
Cary Street Partners Investment Advisory LLC
CLOSED
Shares0 from 13,681
Change-13,681 (-100%)
Value$0 (-$349.2K)
Filed 2024-02-07
Wrapmanager Inc
CLOSED
Shares0 from 13,357
Change-13,357 (-100%)
Value$0 (-$340.9K)
Filed 2024-02-07
Beacon Financial Group
CLOSED
Shares0 from 13,200
Change-13,200 (-100%)
Value$0 (-$337)
Filed 2024-02-23
Northcape Wealth Management, LLC
CLOSED
Shares0 from 12,846
Change-12,846 (-100%)
Value$0 (-$327.9K)
Filed 2024-02-05
Rehmann Capital Advisory Group
CLOSED
Shares0 from 12,367
Change-12,367 (-100%)
Value$0 (-$315.7K)
Filed 2024-02-13
Spinnaker Trust
CLOSED
Shares0 from 12,267
Change-12,267 (-100%)
Value$0 (-$313.1K)
Filed 2024-02-02
Operose Advisors LLC
CLOSED
Shares0 from 12,228
Change-12,228 (-100%)
Value$0 (-$312.1K)
Filed 2024-02-12
Confluence Investment Management LLC
CLOSED
Shares0 from 12,126
Change-12,126 (-100%)
Value$0 (-$309.5K)
Filed 2024-11-05
Balentine LLC
CLOSED
Shares0 from 11,900
Change-11,900 (-100%)
Value$0 (-$303.7K)
Filed 2024-02-09
Cary Street Partners Asset Management LLC
CLOSED
Shares0 from 11,763
Change-11,763 (-100%)
Value$0 (-$300.3K)
Filed 2024-02-05
W.H. Cornerstone Investments Inc.
CLOSED
Shares0 from 11,710
Change-11,710 (-100%)
Value$0 (-$299)
Filed 2024-02-06
AE Wealth Management LLC
CLOSED
Shares0 from 11,539
Change-11,539 (-100%)
Value$0 (-$294.5K)
Filed 2024-02-14
MML Investors Services, LLC
CLOSED
Shares0 from 11,433
Change-11,433 (-100%)
Value$0 (-$292)
Filed 2024-02-14
Citadel Advisors LLC
CLOSED
Shares0 from 11,294
Change-11,294 (-100%)
Value$0 (-$288.3K)
Filed 2024-02-14
Coldstream Capital Management Inc
CLOSED
Shares0 from 11,138
Change-11,138 (-100%)
Value$0 (-$284.3K)
Filed 2024-02-09
Wilbanks Smith & Thomas Asset Management LLC
CLOSED
Shares0 from 11,053
Change-11,053 (-100%)
Value$0 (-$282.1K)
Filed 2024-02-06
IHT Wealth Management, LLC
CLOSED
Shares0 from 10,948
Change-10,948 (-100%)
Value$0 (-$279.5K)
Filed 2024-02-14
Sigma Planning Corp
CLOSED
Shares0 from 10,880
Change-10,880 (-100%)
Value$0 (-$277.7K)
Filed 2024-02-01
Wealthstar Advisors, LLC
CLOSED
Shares0 from 10,380
Change-10,380 (-100%)
Value$0 (-$265.0K)
Filed 2024-01-16
Tradition Wealth Management, LLC
CLOSED
Shares0 from 10,358
Change-10,358 (-100%)
Value$0 (-$264)
Filed 2024-02-12
Cetera Investment Advisers
CLOSED
Shares0 from 10,275
Change-10,275 (-100%)
Value$0 (-$262.3K)
Filed 2024-02-13
Stratos Wealth Advisors, LLC
CLOSED
Shares0 from 10,260
Change-10,260 (-100%)
Value$0 (-$261.9K)
Filed 2024-01-24
NovaPoint Capital, LLC
CLOSED
Shares0 from 10,236
Change-10,236 (-100%)
Value$0 (-$261.3K)
Filed 2024-01-16
Arrow Financial Corp
CLOSED
Shares0 from 10,156
Change-10,156 (-100%)
Value$0 (-$259.2K)
Filed 2024-02-12
D.A. Davidson & Co.
CLOSED
Shares0 from 10,141
Change-10,141 (-100%)
Value$0 (-$258.8K)
Filed 2024-02-09
Woodmont Investment Counsel LLC
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$255.3K)
Filed 2024-01-19
Deutsche Bank Ag\
CLOSED
Shares0 from 9,804
Change-9,804 (-100%)
Value$0 (-$250.3K)
Filed 2024-02-14
4J Wealth Management LLC
CLOSED
Shares0 from 9,797
Change-9,797 (-100%)
Value$0 (-$250.1K)
Filed 2024-01-22
Horan Securities, Inc.
CLOSED
Shares0 from 9,631
Change-9,631 (-100%)
Value$0 (-$245.8K)
Filed 2024-02-07
Glen Eagle Advisors, LLC
CLOSED
Shares0 from 9,623
Change-9,623 (-100%)
Value$0 (-$245.6K)
Filed 2024-08-13
KOM Wealth Management Group, LLC
CLOSED
Shares0 from 9,125
Change-9,125 (-100%)
Value$0 (-$232.9K)
Filed 2024-02-06
Gould Asset Management LLC
CLOSED
Shares0 from 8,425
Change-8,425 (-100%)
Value$0 (-$215.0K)
Filed 2024-02-02
ETF Portfolio Partners, Inc.
CLOSED
Shares0 from 8,003
Change-8,003 (-100%)
Value$0 (-$204.3K)
Filed 2024-01-18
HB Wealth Management, LLC
CLOSED
Shares0 from 7,958
Change-7,958 (-100%)
Value$0 (-$203.1K)
Filed 2024-01-16
Madden Advisory Services, Inc.
CLOSED
Shares0 from 7,953
Change-7,953 (-100%)
Value$0 (-$203.0K)
Filed 2024-02-12
BCS Wealth Management
CLOSED
Shares0 from 7,882
Change-7,882 (-100%)
Value$0 (-$201)
Filed 2024-01-11
Private Trust Co NA
CLOSED
Shares0 from 7,740
Change-7,740 (-100%)
Value$0 (-$197.6K)
Filed 2024-01-24
Harbor Investment Advisory, LLC
CLOSED
Shares0 from 7,553
Change-7,553 (-100%)
Value$0 (-$192.8K)
Filed 2024-01-26
Parallel Advisors, LLC
CLOSED
Shares0 from 6,500
Change-6,500 (-100%)
Value$0 (-$165.9K)
Filed 2024-02-12
Provenance Wealth Advisors, LLC
CLOSED
Shares0 from 5,601
Change-5,601 (-100%)
Value$0 (-$143.0K)
Filed 2025-08-15
Bessemer Group Inc
CLOSED
Shares0 from 4,980
Change-4,980 (-100%)
Value$0 (-$127)
Filed 2024-02-09
MCF Advisors LLC
CLOSED
Shares0 from 4,115
Change-4,115 (-100%)
Value$0 (-$105.0K)
Filed 2024-02-01
ORG Partners LLC
CLOSED
Shares0 from 3,900
Change-3,900 (-100%)
Value$0 (-$99.5K)
Filed 2024-01-29
Front Row Advisors LLC
CLOSED
Shares0 from 3,500
Change-3,500 (-100%)
Value$0 (-$89.3K)
Filed 2024-02-15
Comerica Bank
CLOSED
Shares0 from 1,696
Change-1,696 (-100%)
Value$0 (-$43.3K)
Filed 2024-02-14
Harbour Investments, Inc.
CLOSED
Shares0 from 1,373
Change-1,373 (-100%)
Value$0 (-$35.0K)
Filed 2024-02-16
Farther Finance Advisors, LLC
CLOSED
Shares0 from 1,312
Change-1,312 (-100%)
Value$0 (-$33.5K)
Filed 2024-02-15
Tyler-Stone Wealth Management
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$26)
Filed 2024-02-14
Sheets Smith Wealth Management
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$25.5K)
Filed 2024-02-06
Fifth Third Bancorp
CLOSED
Shares0 from 887
Change-887 (-100%)
Value$0 (-$22.6K)
Filed 2024-01-19
Bogart Wealth, LLC
CLOSED
Shares0 from 571
Change-571 (-100%)
Value$0 (-$14.6K)
Filed 2024-02-07
Stephens Consulting, LLC
CLOSED
Shares0 from 313
Change-313 (-100%)
Value$0 (-$8.0K)
Filed 2024-02-01
Heck Capital Advisors, LLC
CLOSED
Shares0 from 304
Change-304 (-100%)
Value$0 (-$7.8K)
Filed 2025-05-19
FMR LLC
CLOSED
Shares0 from 226
Change-226 (-100%)
Value$0 (-$5.8K)
Filed 2026-11-05
Laurel Wealth Advisors LLC
CLOSED
Shares0 from 187
Change-187 (-100%)
Value$0 (-$4.8K)
Filed 2024-02-13
JPMorgan Chase & Co
CLOSED
Shares0 from 186
Change-186 (-100%)
Value$0 (-$4.8K)
Filed 2024-12-26
BlackRock Inc.
CLOSED
Shares0 from 142
Change-142 (-100%)
Value$0 (-$3.6K)
Filed 2024-02-13
Proequities, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2024-02-07
Virginia National Bank
N/A
Shares— from 27,275
Change-27,275 (-100%)
Value—
Status
IFP Advisors, Inc
INCREASED33,75833,518+240+1%$855.6K$861.9K+$6.3K2024-01-09
Shufro Rose & Co LLC
UNCHANGED7,8957,89500%$201.5K$201.5K$02024-02-05
Bank of America Corp
CLOSED01,706,192-1,706,192-100%$43.6M$0-$43.6M2024-02-14
Morgan Stanley
CLOSED0854,507-854,507-100%$21.8M$0-$21.8M2024-08-16
Jane Street Group, LLC
CLOSED0707,661-707,661-100%$18.1M$0-$18.1M2024-02-15
Wells Fargo & Company
CLOSED0605,707-605,707-100%$15.5M$0-$15.5M2024-02-09
NewEdge Advisors, LLC
CLOSED0543,662-543,662-100%$13.9M$0-$13.9M2024-02-13
US Bancorp \de\
CLOSED0534,311-534,311-100%$13.6M$0-$13.6M2024-02-09
HighTower Advisors, LLC
CLOSED0470,354-470,354-100%$12.0M$0-$12.0M2024-02-12
LPL Financial LLC
CLOSED0415,269-415,269-100%$10.6M$0-$10.6M2024-02-14
Glenview Trust Co
CLOSED0346,514-346,514-100%$8.8M$0-$8.8M2024-02-12
Leavell Investment Management, Inc.
CLOSED0326,389-326,389-100%$8.3K$0-$8.3K2024-01-23
UBS Group AG
CLOSED0290,903-290,903-100%$7.4M$0-$7.4M2024-02-09
Regions Financial Corp
CLOSED0281,556-281,556-100%$7.2M$0-$7.2M2024-02-06
Truist Financial Corp
CLOSED0219,354-219,354-100%$5.6M$0-$5.6M2024-02-02
Mercer Global Advisors Inc
CLOSED0209,050-209,050-100%$5.3K$0-$5.3K2024-02-15
Raymond James & Associates
CLOSED0207,626-207,626-100%$5.3M$0-$5.3M2024-01-16
Covington Investment Advisors Inc.
CLOSED0199,456-199,456-100%$5.1K$0-$5.1K2024-11-13
Northwestern Mutual Wealth Management Co
CLOSED0199,180-199,180-100%$5.1M$0-$5.1M2024-02-13
Envestnet Asset Management Inc
CLOSED0189,651-189,651-100%$4.8M$0-$4.8M2024-02-13
Cyndeo Wealth Partners, LLC
CLOSED0174,206-174,206-100%$4.4M$0-$4.4M2024-01-12
Integrated Wealth Concepts LLC
CLOSED0165,496-165,496-100%$4.2M$0-$4.2M2024-02-13
Mariner, LLC
CLOSED0158,517-158,517-100%$4.0M$0-$4.0M2024-02-14
Commonwealth Equity Services, LLC
CLOSED0153,537-153,537-100%$3.9K$0-$3.9K2024-02-06
Ameriprise Financial Inc
CLOSED0140,335-140,335-100%$3.6M$0-$3.6M2024-02-14
Raymond James Financial Services Advisors, Inc.
CLOSED0139,727-139,727-100%$3.6M$0-$3.6M2024-01-16
Cliftonlarsonallen Wealth Advisors, LLC
CLOSED0132,074-132,074-100%$3.4M$0-$3.4M2024-01-16
Lbmc Investment Advisors, LLC
CLOSED0130,599-130,599-100%$3.3M$0-$3.3M2024-01-16
Royal Bank of Canada
CLOSED0126,947-126,947-100%$3.2M$0-$3.2M2024-02-14
Oppenheimer Asset Management Inc.
CLOSED0126,825-126,825-100%$3.2M$0-$3.2M2024-02-13
Praetorian Wealth Management, Inc.
CLOSED0125,631-125,631-100%$3.2M$0-$3.2M2024-01-11
United Capital Financial Advisors, LLC
CLOSED0125,303-125,303-100%$3.2M$0-$3.2M2024-02-14
Sonata Capital Group Inc
CLOSED0119,565-119,565-100%$3.1K$0-$3.1K2024-02-07
Kathmere Capital Management, LLC
CLOSED0106,685-106,685-100%$2.7M$0-$2.7M2024-04-16
Paradigm, Strategies in Wealth Management, LLC
CLOSED0100,524-100,524-100%$2.6M$0-$2.6M2024-01-26
Phillips Financial Management, LLC
CLOSED095,447-95,447-100%$2.4M$0-$2.4M2024-01-25
Stonebridge Capital Advisors LLC
CLOSED092,143-92,143-100%$2.4M$0-$2.4M2024-02-14
Central Trust Co
CLOSED091,047-91,047-100%$2.3M$0-$2.3M2024-01-24
AMG National Trust Bank
CLOSED085,182-85,182-100%$2.2M$0-$2.2M2024-02-08
Source Financial Advisors LLC
CLOSED082,380-82,380-100%$2.1M$0-$2.1M2024-01-11
Global Financial Private Client, LLC
CLOSED081,055-81,055-100%$2.1M$0-$2.1M2024-05-16
Legacy Private Trust Co.
CLOSED080,719-80,719-100%$2.1M$0-$2.1M2024-01-10
Osaic Holdings, Inc.
CLOSED079,850-79,850-100%$2.0M$0-$2.0M2024-02-12
Creative Planning
CLOSED077,977-77,977-100%$2.0M$0-$2.0M2024-02-14
Sentinel Pension Advisors, LLC
CLOSED073,066-73,066-100%$1.9M$0-$1.9M2024-02-14
Susquehanna International Group, LLP
CLOSED069,000-69,000-100%$1.8M$0-$1.8M2024-02-14
Asset Dedication, LLC
CLOSED065,652-65,652-100%$1.7K$0-$1.7K2024-02-08
Cambridge Investment Research Advisors, Inc.
CLOSED060,803-60,803-100%$1.6K$0-$1.6K2024-02-09
Beacon Pointe Advisors, LLC
CLOSED060,078-60,078-100%$1.5M$0-$1.5M2024-02-08
Granite Bay Wealth Management, LLC
CLOSED058,500-58,500-100%$1.5K$0-$1.5K2024-01-29
Blue Square Asset Management, LLC
CLOSED056,853-56,853-100%$1.5M$0-$1.5M2024-02-06
CFS Investment Advisory Services, LLC
CLOSED056,181-56,181-100%$1.4K$0-$1.4K2024-02-13
Captrust Financial Advisors
CLOSED054,348-54,348-100%$1.4M$0-$1.4M2024-02-14
Capital Investment Advisors, LLC
CLOSED053,020-53,020-100%$1.4M$0-$1.4M2024-01-05
Eldridge Investment Advisors, Inc.
CLOSED051,023-51,023-100%$1.3K$0-$1.3K2024-02-06
Newman Dignan & Sheerar, Inc.
CLOSED049,785-49,785-100%$1.3M$0-$1.3M2024-02-09
Bank of Montreal
CLOSED048,993-48,993-100%$1.2M$0-$1.2M2024-02-08
Valmark Advisers, Inc.
CLOSED048,500-48,500-100%$1.2M$0-$1.2M2024-02-02
Atwater Malick LLC
CLOSED047,527-47,527-100%$1.2M$0-$1.2M2024-01-11
RIA Advisory Group LLC
CLOSED045,867-45,867-100%$1.2M$0-$1.2M2024-01-31
Savant Capital, LLC
CLOSED045,624-45,624-100%$1.2M$0-$1.2M2024-02-05
Paradiem, LLC
CLOSED045,498-45,498-100%$1.2M$0-$1.2M2024-02-05
Stifel Financial Corp
CLOSED044,788-44,788-100%$1.1M$0-$1.1M2024-02-12
Avantax Planning Partners, Inc.
CLOSED044,191-44,191-100%$1.1M$0-$1.1M2024-02-09
Exchange Capital Management, Inc.
CLOSED043,921-43,921-100%$1.1M$0-$1.1M2024-02-08
Hills Bank & Trust Co
CLOSED043,494-43,494-100%$1.1M$0-$1.1M2024-02-07
Brandywine OAK Private Wealth LLC
CLOSED042,430-42,430-100%$1.1M$0-$1.1M2024-02-05
Royal Harbor Partners, LLC
CLOSED037,725-37,725-100%$962.9K$0-$962.9K2024-02-08
Garden State Investment Advisory Services LLC
CLOSED037,557-37,557-100%$958.7K$0-$958.7K2024-02-14
Roof Eidam Maycock Peralta, LLC
CLOSED037,305-37,305-100%$952.2K$0-$952.2K2024-02-07
PFG Private Wealth Management, LLC
CLOSED037,297-37,297-100%$952.0K$0-$952.0K2024-01-22
Private Advisor Group, LLC
CLOSED035,030-35,030-100%$894.1K$0-$894.1K2024-02-06
Sound View Wealth Advisors Group, LLC
CLOSED034,608-34,608-100%$883.4K$0-$883.4K2024-02-08
Lido Advisors, LLC
CLOSED032,677-32,677-100%$834.1K$0-$834.1K2024-02-14
Apollon Wealth Management, LLC
CLOSED031,584-31,584-100%$806.2K$0-$806.2K2024-02-06
Baird Financial Group, Inc.
CLOSED029,816-29,816-100%$761.1K$0-$761.1K2024-02-14
CWM, LLC
CLOSED027,781-27,781-100%$709$0-$7092024-02-01
Corient Private Wealth LP
CLOSED027,275-27,275-100%$696.2K$0-$696.2K2024-02-09
Tlwm
CLOSED026,720-26,720-100%$682.0K$0-$682.0K2024-01-09
Stratos Wealth Partners, Ltd.
CLOSED026,581-26,581-100%$678.5K$0-$678.5K2024-01-24
Carr Financial Group Corp
CLOSED025,678-25,678-100%$654.3K$0-$654.3K2024-01-26
Granite Harbor Advisors, Inc.
CLOSED024,940-24,940-100%$636.6K$0-$636.6K2024-01-19
Sandy Spring Bank
CLOSED024,785-24,785-100%$632.6K$0-$632.6K2024-01-26
Carnegie Investment Counsel
CLOSED024,100-24,100-100%$615.2K$0-$615.2K2024-01-30
Cetera Advisor Networks LLC
CLOSED024,070-24,070-100%$614.4K$0-$614.4K2024-02-13
Resonant Capital Advisors, LLC
CLOSED023,954-23,954-100%$611.4K$0-$611.4K2024-01-31
Curbstone Financial Management Corp
CLOSED023,750-23,750-100%$606.2K$0-$606.2K2024-01-08
Belpointe Asset Management LLC
CLOSED021,283-21,283-100%$543.2K$0-$543.2K2024-02-13
Allworth Financial LP
CLOSED020,993-20,993-100%$535.8K$0-$535.8K2024-01-24
Lincoln National Corp
CLOSED020,124-20,124-100%$513.7K$0-$513.7K2024-02-06
Princeton Global Asset Management LLC
CLOSED018,321-18,321-100%$467.6K$0-$467.6K2024-01-22
Kestra Private Wealth Services, LLC
CLOSED018,295-18,295-100%$467.0K$0-$467.0K2024-02-05
Peloton Wealth Strategists
CLOSED018,200-18,200-100%$465$0-$4652024-02-16
Advisory Services Network, LLC
CLOSED017,284-17,284-100%$441.2K$0-$441.2K2024-02-09
Janney Montgomery Scott LLC
CLOSED017,163-17,163-100%$438$0-$4382024-02-08
Two Sigma Securities, LLC
CLOSED016,484-16,484-100%$420.8K$0-$420.8K2024-02-14
Journey Advisory Group, LLC
CLOSED016,053-16,053-100%$409.8K$0-$409.8K2024-02-14
Cora Capital Advisors LLC
CLOSED016,000-16,000-100%$408.4K$0-$408.4K2024-02-05
First Affirmative Financial Network
CLOSED015,891-15,891-100%$405.6K$0-$405.6K2024-01-08
EP Wealth Advisors, LLC
CLOSED015,539-15,539-100%$396.6K$0-$396.6K2024-02-28
Northern Trust Corp
CLOSED015,125-15,125-100%$386.1K$0-$386.1K2024-02-13
Ameritas Investment Partners, Inc.
CLOSED015,086-15,086-100%$385.1K$0-$385.1K2024-02-14
Archford Capital Strategies, LLC
CLOSED014,189-14,189-100%$362.2K$0-$362.2K2024-01-12
Cary Street Partners Investment Advisory LLC
CLOSED013,681-13,681-100%$349.2K$0-$349.2K2024-02-07
Wrapmanager Inc
CLOSED013,357-13,357-100%$340.9K$0-$340.9K2024-02-07
Beacon Financial Group
CLOSED013,200-13,200-100%$337$0-$3372024-02-23
Northcape Wealth Management, LLC
CLOSED012,846-12,846-100%$327.9K$0-$327.9K2024-02-05
Rehmann Capital Advisory Group
CLOSED012,367-12,367-100%$315.7K$0-$315.7K2024-02-13
Spinnaker Trust
CLOSED012,267-12,267-100%$313.1K$0-$313.1K2024-02-02
Operose Advisors LLC
CLOSED012,228-12,228-100%$312.1K$0-$312.1K2024-02-12
Confluence Investment Management LLC
CLOSED012,126-12,126-100%$309.5K$0-$309.5K2024-11-05
Balentine LLC
CLOSED011,900-11,900-100%$303.7K$0-$303.7K2024-02-09
Cary Street Partners Asset Management LLC
CLOSED011,763-11,763-100%$300.3K$0-$300.3K2024-02-05
W.H. Cornerstone Investments Inc.
CLOSED011,710-11,710-100%$299$0-$2992024-02-06
AE Wealth Management LLC
CLOSED011,539-11,539-100%$294.5K$0-$294.5K2024-02-14
MML Investors Services, LLC
CLOSED011,433-11,433-100%$292$0-$2922024-02-14
Citadel Advisors LLC
CLOSED011,294-11,294-100%$288.3K$0-$288.3K2024-02-14
Coldstream Capital Management Inc
CLOSED011,138-11,138-100%$284.3K$0-$284.3K2024-02-09
Wilbanks Smith & Thomas Asset Management LLC
CLOSED011,053-11,053-100%$282.1K$0-$282.1K2024-02-06
IHT Wealth Management, LLC
CLOSED010,948-10,948-100%$279.5K$0-$279.5K2024-02-14
Sigma Planning Corp
CLOSED010,880-10,880-100%$277.7K$0-$277.7K2024-02-01
Wealthstar Advisors, LLC
CLOSED010,380-10,380-100%$265.0K$0-$265.0K2024-01-16
Tradition Wealth Management, LLC
CLOSED010,358-10,358-100%$264$0-$2642024-02-12
Cetera Investment Advisers
CLOSED010,275-10,275-100%$262.3K$0-$262.3K2024-02-13
Stratos Wealth Advisors, LLC
CLOSED010,260-10,260-100%$261.9K$0-$261.9K2024-01-24
NovaPoint Capital, LLC
CLOSED010,236-10,236-100%$261.3K$0-$261.3K2024-01-16
Arrow Financial Corp
CLOSED010,156-10,156-100%$259.2K$0-$259.2K2024-02-12
D.A. Davidson & Co.
CLOSED010,141-10,141-100%$258.8K$0-$258.8K2024-02-09
Woodmont Investment Counsel LLC
CLOSED010,000-10,000-100%$255.3K$0-$255.3K2024-01-19
Deutsche Bank Ag\
CLOSED09,804-9,804-100%$250.3K$0-$250.3K2024-02-14
4J Wealth Management LLC
CLOSED09,797-9,797-100%$250.1K$0-$250.1K2024-01-22
Horan Securities, Inc.
CLOSED09,631-9,631-100%$245.8K$0-$245.8K2024-02-07
Glen Eagle Advisors, LLC
CLOSED09,623-9,623-100%$245.6K$0-$245.6K2024-08-13
KOM Wealth Management Group, LLC
CLOSED09,125-9,125-100%$232.9K$0-$232.9K2024-02-06
Gould Asset Management LLC
CLOSED08,425-8,425-100%$215.0K$0-$215.0K2024-02-02
ETF Portfolio Partners, Inc.
CLOSED08,003-8,003-100%$204.3K$0-$204.3K2024-01-18
HB Wealth Management, LLC
CLOSED07,958-7,958-100%$203.1K$0-$203.1K2024-01-16
Madden Advisory Services, Inc.
CLOSED07,953-7,953-100%$203.0K$0-$203.0K2024-02-12
BCS Wealth Management
CLOSED07,882-7,882-100%$201$0-$2012024-01-11
Private Trust Co NA
CLOSED07,740-7,740-100%$197.6K$0-$197.6K2024-01-24
Harbor Investment Advisory, LLC
CLOSED07,553-7,553-100%$192.8K$0-$192.8K2024-01-26
Parallel Advisors, LLC
CLOSED06,500-6,500-100%$165.9K$0-$165.9K2024-02-12
Provenance Wealth Advisors, LLC
CLOSED05,601-5,601-100%$143.0K$0-$143.0K2025-08-15
Bessemer Group Inc
CLOSED04,980-4,980-100%$127$0-$1272024-02-09
MCF Advisors LLC
CLOSED04,115-4,115-100%$105.0K$0-$105.0K2024-02-01
ORG Partners LLC
CLOSED03,900-3,900-100%$99.5K$0-$99.5K2024-01-29
Front Row Advisors LLC
CLOSED03,500-3,500-100%$89.3K$0-$89.3K2024-02-15
Comerica Bank
CLOSED01,696-1,696-100%$43.3K$0-$43.3K2024-02-14
Harbour Investments, Inc.
CLOSED01,373-1,373-100%$35.0K$0-$35.0K2024-02-16
Farther Finance Advisors, LLC
CLOSED01,312-1,312-100%$33.5K$0-$33.5K2024-02-15
Tyler-Stone Wealth Management
CLOSED01,000-1,000-100%$26$0-$262024-02-14
Sheets Smith Wealth Management
CLOSED01,000-1,000-100%$25.5K$0-$25.5K2024-02-06
Fifth Third Bancorp
CLOSED0887-887-100%$22.6K$0-$22.6K2024-01-19
Bogart Wealth, LLC
CLOSED0571-571-100%$14.6K$0-$14.6K2024-02-07
Stephens Consulting, LLC
CLOSED0313-313-100%$8.0K$0-$8.0K2024-02-01
Heck Capital Advisors, LLC
CLOSED0304-304-100%$7.8K$0-$7.8K2025-05-19
FMR LLC
CLOSED0226-226-100%$5.8K$0-$5.8K2026-11-05
Laurel Wealth Advisors LLC
CLOSED0187-187-100%$4.8K$0-$4.8K2024-02-13
JPMorgan Chase & Co
CLOSED0186-186-100%$4.8K$0-$4.8K2024-12-26
BlackRock Inc.
CLOSED0142-142-100%$3.6K$0-$3.6K2024-02-13
Proequities, Inc.
CLOSED000—$0$0$02024-02-07
Virginia National Bank
N/A—27,275-27,275-100%$696.2K———
Showing 162 of 162 institutions