Ishares TR

Q3 2024 vs Q4 2024

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Sort by

IFP Advisors, Inc

DECREASED

Shares36,074 from 40,461

Change-4,387 (-11%)

Value$939.5K (-$116.5K)

Filed 2025-02-04

NewEdge Advisors, LLC

CLOSED

Shares0 from 530,450

Change-530,450 (-100%)

Value$0 (-$13.8M)

Filed 2025-02-13

US Bancorp \de\

CLOSED

Shares0 from 520,523

Change-520,523 (-100%)

Value$0 (-$13.6M)

Filed 2025-02-05

Morgan Stanley

CLOSED

Shares0 from 390,022

Change-390,022 (-100%)

Value$0 (-$10.2M)

Filed 2025-05-15

UBS Group AG

CLOSED

Shares0 from 362,871

Change-362,871 (-100%)

Value$0 (-$9.5M)

Filed 2025-02-14

Mercer Global Advisors Inc

CLOSED

Shares0 from 362,804

Change-362,804 (-100%)

Value$0 (-$9.4M)

Filed 2025-02-14

HighTower Advisors, LLC

CLOSED

Shares0 from 359,826

Change-359,826 (-100%)

Value$0 (-$9.4M)

Filed 2025-02-07

LPL Financial LLC

CLOSED

Shares0 from 347,490

Change-347,490 (-100%)

Value$0 (-$9.1M)

Filed 2025-02-11

Glenview Trust Co

CLOSED

Shares0 from 330,556

Change-330,556 (-100%)

Value$0 (-$8.6M)

Filed 2025-02-10

Wells Fargo & Company

CLOSED

Shares0 from 249,555

Change-249,555 (-100%)

Value$0 (-$6.5M)

Filed 2025-02-13

Covington Investment Advisors Inc.

CLOSED

Shares0 from 237,262

Change-237,262 (-100%)

Value$0 (-$6.2K)

Filed 2025-05-13

Envestnet Asset Management Inc

CLOSED

Shares0 from 222,301

Change-222,301 (-100%)

Value$0 (-$5.8M)

Filed 2025-02-13

Leavell Investment Management, Inc.

CLOSED

Shares0 from 221,513

Change-221,513 (-100%)

Value$0 (-$5.8M)

Filed 2025-01-29

Northwestern Mutual Wealth Management Co

CLOSED

Shares0 from 215,660

Change-215,660 (-100%)

Value$0 (-$5.6M)

Filed 2025-02-11

Focus Partners Wealth

CLOSED

Shares0 from 193,984

Change-193,984 (-100%)

Value$0 (-$5.1M)

Filed 2025-05-29

Integrated Wealth Concepts LLC

CLOSED

Shares0 from 190,186

Change-190,186 (-100%)

Value$0 (-$5.0M)

Filed 2025-02-14

Osaic Holdings, Inc.

CLOSED

Shares0 from 186,677

Change-186,677 (-100%)

Value$0 (-$4.9M)

Filed 2025-06-06

Regions Financial Corp

CLOSED

Shares0 from 175,145

Change-175,145 (-100%)

Value$0 (-$4.6M)

Filed 2025-02-14

Stratos Wealth Partners, Ltd.

CLOSED

Shares0 from 165,817

Change-165,817 (-100%)

Value$0 (-$4.3M)

Filed 2025-01-27

Cyndeo Wealth Partners, LLC

CLOSED

Shares0 from 163,102

Change-163,102 (-100%)

Value$0 (-$4.3M)

Filed 2025-01-21

Commonwealth Equity Services, LLC

CLOSED

Shares0 from 159,647

Change-159,647 (-100%)

Value$0 (-$4.2K)

Filed 2025-02-10

Truist Financial Corp

CLOSED

Shares0 from 154,670

Change-154,670 (-100%)

Value$0 (-$4.0M)

Filed 2025-01-31

New England Private Wealth Advisors LLC

CLOSED

Shares0 from 140,391

Change-140,391 (-100%)

Value$0 (-$3.7M)

Filed 2025-02-07

Praetorian Wealth Management, Inc.

CLOSED

Shares0 from 133,893

Change-133,893 (-100%)

Value$0 (-$3.5M)

Filed 2025-01-10

Hills Bank & Trust Co

CLOSED

Shares0 from 129,198

Change-129,198 (-100%)

Value$0 (-$3.4M)

Filed 2025-02-10

Paradiem, LLC

CLOSED

Shares0 from 125,678

Change-125,678 (-100%)

Value$0 (-$3.3M)

Filed 2025-01-17

Sound View Wealth Advisors Group, LLC

CLOSED

Shares0 from 125,369

Change-125,369 (-100%)

Value$0 (-$3.3M)

Filed 2025-02-07

Cliftonlarsonallen Wealth Advisors, LLC

CLOSED

Shares0 from 123,086

Change-123,086 (-100%)

Value$0 (-$3.2M)

Filed 2025-01-14

Sentinel Pension Advisors, LLC

CLOSED

Shares0 from 114,275

Change-114,275 (-100%)

Value$0 (-$3.0M)

Filed 2025-01-13

Central Trust Co

CLOSED

Shares0 from 108,124

Change-108,124 (-100%)

Value$0 (-$2.8M)

Filed 2025-01-24

Kathmere Capital Management, LLC

CLOSED

Shares0 from 106,846

Change-106,846 (-100%)

Value$0 (-$2.8M)

Filed 2025-01-14

Sonata Capital Group Inc

CLOSED

Shares0 from 106,720

Change-106,720 (-100%)

Value$0 (-$2.8K)

Filed 2025-01-29

Cambridge Investment Research Advisors, Inc.

CLOSED

Shares0 from 100,845

Change-100,845 (-100%)

Value$0 (-$2.6K)

Filed 2025-02-14

Lbmc Investment Advisors, LLC

CLOSED

Shares0 from 99,407

Change-99,407 (-100%)

Value$0 (-$2.6M)

Filed 2025-01-16

Captrust Financial Advisors

CLOSED

Shares0 from 97,560

Change-97,560 (-100%)

Value$0 (-$2.5M)

Filed 2025-02-14

PSI Advisors, LLC

CLOSED

Shares0 from 93,919

Change-93,919 (-100%)

Value$0 (-$2.5M)

Filed 2025-01-13

Ameriprise Financial Inc

CLOSED

Shares0 from 92,428

Change-92,428 (-100%)

Value$0 (-$2.4M)

Filed 2025-02-14

Valmark Advisers, Inc.

CLOSED

Shares0 from 92,108

Change-92,108 (-100%)

Value$0 (-$2.4M)

Filed 2025-01-30

Royal Bank of Canada

CLOSED

Shares0 from 92,061

Change-92,061 (-100%)

Value$0 (-$2.4M)

Filed 2025-02-14

United Capital Financial Advisors, LLC

CLOSED

Shares0 from 84,658

Change-84,658 (-100%)

Value$0 (-$2.2M)

Filed 2025-02-13

Triad Wealth Partners, LLC

CLOSED

Shares0 from 77,100

Change-77,100 (-100%)

Value$0 (-$2.0M)

Filed 2025-02-06

Lido Advisors, LLC

CLOSED

Shares0 from 72,556

Change-72,556 (-100%)

Value$0 (-$1.9M)

Filed 2025-02-14

Mariner, LLC

CLOSED

Shares0 from 71,054

Change-71,054 (-100%)

Value$0 (-$1.9M)

Filed 2025-02-13

Jane Street Group, LLC

CLOSED

Shares0 from 68,484

Change-68,484 (-100%)

Value$0 (-$1.8M)

Filed 2025-02-14

IHT Wealth Management, LLC

CLOSED

Shares0 from 63,415

Change-63,415 (-100%)

Value$0 (-$1.7M)

Filed 2025-02-14

Atwater Malick LLC

CLOSED

Shares0 from 63,260

Change-63,260 (-100%)

Value$0 (-$1.7M)

Filed 2025-01-15

Phillips Financial Management, LLC

CLOSED

Shares0 from 62,891

Change-62,891 (-100%)

Value$0 (-$1.6M)

Filed 2025-02-10

Atria Investments, Inc

CLOSED

Shares0 from 51,178

Change-51,178 (-100%)

Value$0 (-$1.3M)

Filed 2025-02-06

Signature Wealth Management Group

CLOSED

Shares0 from 49,956

Change-49,956 (-100%)

Value$0 (-$1.3M)

Filed 2025-02-10

RIA Advisory Group LLC

CLOSED

Shares0 from 48,316

Change-48,316 (-100%)

Value$0 (-$1.3M)

Filed 2025-02-14

Capital Investment Advisors, LLC

CLOSED

Shares0 from 47,804

Change-47,804 (-100%)

Value$0 (-$1.2M)

Filed 2025-01-13

Beacon Pointe Advisors, LLC

CLOSED

Shares0 from 45,093

Change-45,093 (-100%)

Value$0 (-$1.2M)

Filed 2025-02-14

Leo Wealth, LLC

CLOSED

Shares0 from 43,186

Change-43,186 (-100%)

Value$0 (-$1.1M)

Filed 2025-01-28

Citadel Advisors LLC

CLOSED

Shares0 from 42,813

Change-42,813 (-100%)

Value$0 (-$1.1M)

Filed 2025-02-14

AMG National Trust Bank

CLOSED

Shares0 from 42,050

Change-42,050 (-100%)

Value$0 (-$1.1M)

Filed 2025-02-07

Confluence Investment Management LLC

CLOSED

Shares0 from 41,187

Change-41,187 (-100%)

Value$0 (-$1.1M)

Filed 2025-01-02

Kestra Private Wealth Services, LLC

CLOSED

Shares0 from 38,724

Change-38,724 (-100%)

Value$0 (-$1.0M)

Filed 2025-01-28

Financial Engines Advisors L.L.C.

CLOSED

Shares0 from 38,061

Change-38,061 (-100%)

Value$0 (-$993.4K)

Filed 2025-02-12

Coldstream Capital Management Inc

CLOSED

Shares0 from 37,473

Change-37,473 (-100%)

Value$0 (-$978.0K)

Filed 2025-02-14

Roof Eidam Maycock Peralta, LLC

CLOSED

Shares0 from 37,208

Change-37,208 (-100%)

Value$0 (-$971.1K)

Filed 2025-02-13

Deutsche Bank Ag\

CLOSED

Shares0 from 35,610

Change-35,610 (-100%)

Value$0 (-$929.4K)

Filed 2025-02-14

CFS Investment Advisory Services, LLC

CLOSED

Shares0 from 35,149

Change-35,149 (-100%)

Value$0 (-$917)

Filed 2025-01-21

Strid Group, LLC

CLOSED

Shares0 from 34,525

Change-34,525 (-100%)

Value$0 (-$901.1K)

Filed 2025-01-28

Global Financial Private Client, LLC

CLOSED

Shares0 from 34,145

Change-34,145 (-100%)

Value$0 (-$891.2K)

Filed 2025-01-14

Savant Capital, LLC

CLOSED

Shares0 from 33,572

Change-33,572 (-100%)

Value$0 (-$876.2K)

Filed 2025-01-29

Blue Square Asset Management, LLC

CLOSED

Shares0 from 32,034

Change-32,034 (-100%)

Value$0 (-$836.1K)

Filed 2025-01-21

Sandy Spring Bank

CLOSED

Shares0 from 31,593

Change-31,593 (-100%)

Value$0 (-$824.6K)

Filed 2025-02-11

GC Wealth Management RIA, LLC

CLOSED

Shares0 from 29,059

Change-29,059 (-100%)

Value$0 (-$758.4K)

Filed 2025-02-07

Foundry Financial Group, Inc.

CLOSED

Shares0 from 28,795

Change-28,795 (-100%)

Value$0 (-$751.6K)

Filed 2025-02-07

Eldridge Investment Advisors, Inc.

CLOSED

Shares0 from 28,605

Change-28,605 (-100%)

Value$0 (-$747)

Filed 2025-02-10

4J Wealth Management LLC

CLOSED

Shares0 from 26,396

Change-26,396 (-100%)

Value$0 (-$688.9K)

Filed 2025-01-24

Stifel Financial Corp

CLOSED

Shares0 from 26,021

Change-26,021 (-100%)

Value$0 (-$679.1K)

Filed 2025-02-13

Modern Wealth Management, LLC

CLOSED

Shares0 from 24,910

Change-24,910 (-100%)

Value$0 (-$650.2K)

Filed 2025-05-30

Granite Harbor Advisors, Inc.

CLOSED

Shares0 from 24,715

Change-24,715 (-100%)

Value$0 (-$645.1K)

Filed 2025-01-23

TPG Advisors LLC

CLOSED

Shares0 from 24,656

Change-24,656 (-100%)

Value$0 (-$643.5K)

Filed 2025-02-05

Sigma Investment Counselors Inc

CLOSED

Shares0 from 23,900

Change-23,900 (-100%)

Value$0 (-$623.8K)

Filed 2025-02-04

Howland Capital Management LLC

CLOSED

Shares0 from 23,210

Change-23,210 (-100%)

Value$0 (-$605.8K)

Filed 2025-01-28

Corient Private Wealth LP

CLOSED

Shares0 from 21,712

Change-21,712 (-100%)

Value$0 (-$566.7K)

Filed 2025-02-10

Lantz Financial LLC

CLOSED

Shares0 from 20,545

Change-20,545 (-100%)

Value$0 (-$536.2K)

Filed 2025-01-21

CWM, LLC

CLOSED

Shares0 from 20,277

Change-20,277 (-100%)

Value$0 (-$529)

Filed 2025-02-04

PFG Private Wealth Management, LLC

CLOSED

Shares0 from 20,136

Change-20,136 (-100%)

Value$0 (-$525.6K)

Filed 2025-02-06

Commonwealth Financial Services, LLC

CLOSED

Shares0 from 19,861

Change-19,861 (-100%)

Value$0 (-$517.3K)

Filed 2025-01-27

Avantax Planning Partners, Inc.

CLOSED

Shares0 from 19,730

Change-19,730 (-100%)

Value$0 (-$515.0K)

Filed 2025-02-07

Peloton Wealth Strategists

CLOSED

Shares0 from 19,700

Change-19,700 (-100%)

Value$0 (-$514)

Filed 2025-02-05

Kintra Wealth, LLC

CLOSED

Shares0 from 19,612

Change-19,612 (-100%)

Value$0 (-$511.9K)

Filed 2025-02-14

Creative Planning

CLOSED

Shares0 from 19,602

Change-19,602 (-100%)

Value$0 (-$511.6K)

Filed 2025-02-14

Segment Wealth Management, LLC

CLOSED

Shares0 from 19,550

Change-19,550 (-100%)

Value$0 (-$510.3K)

Filed 2025-01-17

Stonebridge Capital Advisors LLC

CLOSED

Shares0 from 19,278

Change-19,278 (-100%)

Value$0 (-$503.2K)

Filed 2025-02-14

Woodmont Investment Counsel LLC

CLOSED

Shares0 from 18,500

Change-18,500 (-100%)

Value$0 (-$482.9K)

Filed 2025-02-11

Janney Montgomery Scott LLC

CLOSED

Shares0 from 18,103

Change-18,103 (-100%)

Value$0 (-$472)

Filed 2025-01-17

Princeton Global Asset Management LLC

CLOSED

Shares0 from 17,904

Change-17,904 (-100%)

Value$0 (-$467.3K)

Filed 2025-01-24

Garden State Investment Advisory Services LLC

CLOSED

Shares0 from 17,265

Change-17,265 (-100%)

Value$0 (-$450.7K)

Filed 2025-02-13

Horan Securities, Inc.

CLOSED

Shares0 from 16,818

Change-16,818 (-100%)

Value$0 (-$438.9K)

Filed 2025-02-07

Gould Asset Management LLC

CLOSED

Shares0 from 16,690

Change-16,690 (-100%)

Value$0 (-$435.6K)

Filed 2025-02-07

Allworth Financial LP

CLOSED

Shares0 from 16,276

Change-16,276 (-100%)

Value$0 (-$424.8K)

Filed 2025-01-30

Delta Wealth Advisors LLC

CLOSED

Shares0 from 16,100

Change-16,100 (-100%)

Value$0 (-$420.2K)

Filed 2025-10-10

Brandywine OAK Private Wealth LLC

CLOSED

Shares0 from 16,069

Change-16,069 (-100%)

Value$0 (-$419.4K)

Filed 2025-01-27

Cerity Partners LLC

CLOSED

Shares0 from 15,643

Change-15,643 (-100%)

Value$0 (-$408.3K)

Filed 2025-02-13

Wealth Enhancement Advisory Services, LLC

CLOSED

Shares0 from 15,349

Change-15,349 (-100%)

Value$0 (-$400.6K)

Filed 2025-03-17

Archford Capital Strategies, LLC

CLOSED

Shares0 from 15,308

Change-15,308 (-100%)

Value$0 (-$399.2K)

Filed 2025-01-21

Wrapmanager Inc

CLOSED

Shares0 from 14,602

Change-14,602 (-100%)

Value$0 (-$381.1K)

Filed 2025-02-04

Rehmann Capital Advisory Group

CLOSED

Shares0 from 14,162

Change-14,162 (-100%)

Value$0 (-$369.6K)

Filed 2025-02-14

Waterford Advisors, LLC

CLOSED

Shares0 from 13,538

Change-13,538 (-100%)

Value$0 (-$353.3K)

Filed 2025-02-14

Asset Dedication, LLC

CLOSED

Shares0 from 13,284

Change-13,284 (-100%)

Value$0 (-$346.7K)

Filed 2025-01-23

Beacon Financial Group

CLOSED

Shares0 from 13,181

Change-13,181 (-100%)

Value$0 (-$344.0K)

Filed 2025-01-29

Spinnaker Trust

CLOSED

Shares0 from 12,964

Change-12,964 (-100%)

Value$0 (-$338.4K)

Filed 2025-01-30

WealthBridge Capital Management, LLC

CLOSED

Shares0 from 12,898

Change-12,898 (-100%)

Value$0 (-$336.6K)

Filed 2025-02-03

Cora Capital Advisors LLC

CLOSED

Shares0 from 12,270

Change-12,270 (-100%)

Value$0 (-$320.2K)

Filed 2025-01-21

Advisory Services Network, LLC

CLOSED

Shares0 from 12,017

Change-12,017 (-100%)

Value$0 (-$313.0K)

Filed 2025-02-13

Beaumont Asset Management, L.L.C.

CLOSED

Shares0 from 11,906

Change-11,906 (-100%)

Value$0 (-$310.7K)

Filed 2025-01-28

Cetera Investment Advisers

CLOSED

Shares0 from 11,759

Change-11,759 (-100%)

Value$0 (-$306.9K)

Filed 2025-02-14

Ameritas Investment Partners, Inc.

CLOSED

Shares0 from 11,125

Change-11,125 (-100%)

Value$0 (-$290.4K)

Filed 2025-02-13

Parallel Advisors, LLC

CLOSED

Shares0 from 11,063

Change-11,063 (-100%)

Value$0 (-$288.7K)

Filed 2025-02-10

Goldman Sachs Group Inc

CLOSED

Shares0 from 10,936

Change-10,936 (-100%)

Value$0 (-$285.4K)

Filed 2025-02-11

RVW Wealth, LLC

CLOSED

Shares0 from 10,765

Change-10,765 (-100%)

Value$0 (-$281.0K)

Filed 2025-01-23

Moneco Advisors, LLC

CLOSED

Shares0 from 10,727

Change-10,727 (-100%)

Value$0 (-$280.0K)

Filed 2025-08-15

Baltimore-Washington Financial Advisors, Inc.

CLOSED

Shares0 from 10,174

Change-10,174 (-100%)

Value$0 (-$265.5K)

Filed 2025-01-24

Rockefeller Capital Management L.P.

CLOSED

Shares0 from 10,104

Change-10,104 (-100%)

Value$0 (-$263.7K)

Filed 2025-02-13

Apollon Wealth Management, LLC

CLOSED

Shares0 from 10,100

Change-10,100 (-100%)

Value$0 (-$263.6K)

Filed 2025-01-28

Baird Financial Group, Inc.

CLOSED

Shares0 from 10,000

Change-10,000 (-100%)

Value$0 (-$261.0K)

Filed 2025-02-14

Prime Capital Investment Advisors, LLC

CLOSED

Shares0 from 9,877

Change-9,877 (-100%)

Value$0 (-$257.8K)

Filed 2025-02-12

Private Trust Co NA

CLOSED

Shares0 from 9,849

Change-9,849 (-100%)

Value$0 (-$257.1K)

Filed 2025-02-05

Pgim Custom Harvest LLC

CLOSED

Shares0 from 9,682

Change-9,682 (-100%)

Value$0 (-$252.7K)

Filed 2025-02-13

Kestra Advisory Services, LLC

CLOSED

Shares0 from 9,293

Change-9,293 (-100%)

Value$0 (-$242.5K)

Filed 2025-02-10

Stockman Wealth Management, Inc.

CLOSED

Shares0 from 9,266

Change-9,266 (-100%)

Value$0 (-$241.8K)

Filed 2025-01-28

Arrow Financial Corp

CLOSED

Shares0 from 9,206

Change-9,206 (-100%)

Value$0 (-$240.3K)

Filed 2025-02-14

Builder Investment Group Inc

CLOSED

Shares0 from 9,008

Change-9,008 (-100%)

Value$0 (-$235.1K)

Filed 2025-01-14

Summit Wealth Partners, LLC

CLOSED

Shares0 from 8,807

Change-8,807 (-100%)

Value$0 (-$229.9K)

Filed 2025-01-27

Signaturefd, LLC

CLOSED

Shares0 from 8,793

Change-8,793 (-100%)

Value$0 (-$229.5K)

Filed 2025-02-10

Colton Groome Financial Advisors, LLC

CLOSED

Shares0 from 8,555

Change-8,555 (-100%)

Value$0 (-$223.3K)

Filed 2025-01-23

Cary Street Partners Investment Advisory LLC

CLOSED

Shares0 from 8,529

Change-8,529 (-100%)

Value$0 (-$222.6K)

Filed 2025-02-14

Bank of New Hampshire

CLOSED

Shares0 from 7,805

Change-7,805 (-100%)

Value$0 (-$203.7K)

Filed 2025-01-07

Harbor Investment Advisory, LLC

CLOSED

Shares0 from 7,572

Change-7,572 (-100%)

Value$0 (-$197.6K)

Filed 2025-01-16

Front Row Advisors LLC

CLOSED

Shares0 from 4,000

Change-4,000 (-100%)

Value$0 (-$104.4K)

Filed 2025-02-12

ORG Partners LLC

CLOSED

Shares0 from 3,840

Change-3,840 (-100%)

Value$0 (-$100.2K)

Filed 2025-01-10

Coastline Trust Co

CLOSED

Shares0 from 3,512

Change-3,512 (-100%)

Value$0 (-$91.7K)

Filed 2025-02-13

Principal Securities, Inc.

CLOSED

Shares0 from 3,037

Change-3,037 (-100%)

Value$0 (-$79.3K)

Filed 2025-01-30

JPMorgan Chase & Co

CLOSED

Shares0 from 2,000

Change-2,000 (-100%)

Value$0 (-$52.2K)

Filed 2025-02-12

Voisard Asset Management Group, Inc.

CLOSED

Shares0 from 1,715

Change-1,715 (-100%)

Value$0 (-$44.8K)

Filed 2025-02-07

Coston, McIsaac & Partners

CLOSED

Shares0 from 1,330

Change-1,330 (-100%)

Value$0 (-$34)

Filed 2025-01-23

Ascentis Independent Advisors

CLOSED

Shares0 from 914

Change-914 (-100%)

Value$0 (-$23.9K)

Filed 2025-01-24

Evergreen Private Wealth LLC

CLOSED

Shares0 from 822

Change-822 (-100%)

Value$0 (-$21.4K)

Filed 2025-02-07

Aspect Partners, LLC

CLOSED

Shares0 from 744

Change-744 (-100%)

Value$0 (-$19.4K)

Filed 2025-02-03

HM Payson & Co

CLOSED

Shares0 from 720

Change-720 (-100%)

Value$0 (-$18.8K)

Filed 2025-02-07

Stephens Consulting, LLC

CLOSED

Shares0 from 697

Change-697 (-100%)

Value$0 (-$18.2K)

Filed 2025-01-27

Bogart Wealth, LLC

CLOSED

Shares0 from 565

Change-565 (-100%)

Value$0 (-$14.7K)

Filed 2025-01-30

Farther Finance Advisors, LLC

CLOSED

Shares0 from 484

Change-484 (-100%)

Value$0 (-$12.6K)

Filed 2025-02-10

Harbour Investments, Inc.

CLOSED

Shares0 from 358

Change-358 (-100%)

Value$0 (-$9.4K)

Filed 2025-02-10

Assetmark, Inc

CLOSED

Shares0 from 313

Change-313 (-100%)

Value$0 (-$8.2K)

Filed 2025-02-06

Ashton Thomas Securities, LLC

CLOSED

Shares0 from 168

Change-168 (-100%)

Value$0 (-$4.4K)

Filed 2025-02-11

BlackRock, Inc.

CLOSED

Shares0 from 141

Change-141 (-100%)

Value$0 (-$3.7K)

Filed 2025-02-07

Proequities, Inc.

CLOSED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2025-02-13

Raymond James Financial Services Advisors, Inc.

N/A

Shares— from 143,355

Change-143,355 (-100%)

Value—

Raymond James & Associates

N/A

Shares— from 116,881

Change-116,881 (-100%)

Value—

Raymond James Trust N.A.

N/A

Shares— from 17,228

Change-17,228 (-100%)

Value—

Cary Street Partners Asset Management LLC

N/A

Shares— from 7,860

Change-7,860 (-100%)

Value—

	Status
IFP Advisors, Inc	DECREASED	36,074	40,461	-4,387	-11%	$1.1M	$939.5K	-$116.5K	2025-02-04
NewEdge Advisors, LLC	CLOSED	0	530,450	-530,450	-100%	$13.8M	$0	-$13.8M	2025-02-13
US Bancorp \de\	CLOSED	0	520,523	-520,523	-100%	$13.6M	$0	-$13.6M	2025-02-05
Morgan Stanley	CLOSED	0	390,022	-390,022	-100%	$10.2M	$0	-$10.2M	2025-05-15
UBS Group AG	CLOSED	0	362,871	-362,871	-100%	$9.5M	$0	-$9.5M	2025-02-14
Mercer Global Advisors Inc	CLOSED	0	362,804	-362,804	-100%	$9.4M	$0	-$9.4M	2025-02-14
HighTower Advisors, LLC	CLOSED	0	359,826	-359,826	-100%	$9.4M	$0	-$9.4M	2025-02-07
LPL Financial LLC	CLOSED	0	347,490	-347,490	-100%	$9.1M	$0	-$9.1M	2025-02-11
Glenview Trust Co	CLOSED	0	330,556	-330,556	-100%	$8.6M	$0	-$8.6M	2025-02-10
Wells Fargo & Company	CLOSED	0	249,555	-249,555	-100%	$6.5M	$0	-$6.5M	2025-02-13
Covington Investment Advisors Inc.	CLOSED	0	237,262	-237,262	-100%	$6.2K	$0	-$6.2K	2025-05-13
Envestnet Asset Management Inc	CLOSED	0	222,301	-222,301	-100%	$5.8M	$0	-$5.8M	2025-02-13
Leavell Investment Management, Inc.	CLOSED	0	221,513	-221,513	-100%	$5.8M	$0	-$5.8M	2025-01-29
Northwestern Mutual Wealth Management Co	CLOSED	0	215,660	-215,660	-100%	$5.6M	$0	-$5.6M	2025-02-11
Focus Partners Wealth	CLOSED	0	193,984	-193,984	-100%	$5.1M	$0	-$5.1M	2025-05-29
Integrated Wealth Concepts LLC	CLOSED	0	190,186	-190,186	-100%	$5.0M	$0	-$5.0M	2025-02-14
Osaic Holdings, Inc.	CLOSED	0	186,677	-186,677	-100%	$4.9M	$0	-$4.9M	2025-06-06
Regions Financial Corp	CLOSED	0	175,145	-175,145	-100%	$4.6M	$0	-$4.6M	2025-02-14
Stratos Wealth Partners, Ltd.	CLOSED	0	165,817	-165,817	-100%	$4.3M	$0	-$4.3M	2025-01-27
Cyndeo Wealth Partners, LLC	CLOSED	0	163,102	-163,102	-100%	$4.3M	$0	-$4.3M	2025-01-21
Commonwealth Equity Services, LLC	CLOSED	0	159,647	-159,647	-100%	$4.2K	$0	-$4.2K	2025-02-10
Truist Financial Corp	CLOSED	0	154,670	-154,670	-100%	$4.0M	$0	-$4.0M	2025-01-31
New England Private Wealth Advisors LLC	CLOSED	0	140,391	-140,391	-100%	$3.7M	$0	-$3.7M	2025-02-07
Praetorian Wealth Management, Inc.	CLOSED	0	133,893	-133,893	-100%	$3.5M	$0	-$3.5M	2025-01-10
Hills Bank & Trust Co	CLOSED	0	129,198	-129,198	-100%	$3.4M	$0	-$3.4M	2025-02-10
Paradiem, LLC	CLOSED	0	125,678	-125,678	-100%	$3.3M	$0	-$3.3M	2025-01-17
Sound View Wealth Advisors Group, LLC	CLOSED	0	125,369	-125,369	-100%	$3.3M	$0	-$3.3M	2025-02-07
Cliftonlarsonallen Wealth Advisors, LLC	CLOSED	0	123,086	-123,086	-100%	$3.2M	$0	-$3.2M	2025-01-14
Sentinel Pension Advisors, LLC	CLOSED	0	114,275	-114,275	-100%	$3.0M	$0	-$3.0M	2025-01-13
Central Trust Co	CLOSED	0	108,124	-108,124	-100%	$2.8M	$0	-$2.8M	2025-01-24
Kathmere Capital Management, LLC	CLOSED	0	106,846	-106,846	-100%	$2.8M	$0	-$2.8M	2025-01-14
Sonata Capital Group Inc	CLOSED	0	106,720	-106,720	-100%	$2.8K	$0	-$2.8K	2025-01-29
Cambridge Investment Research Advisors, Inc.	CLOSED	0	100,845	-100,845	-100%	$2.6K	$0	-$2.6K	2025-02-14
Lbmc Investment Advisors, LLC	CLOSED	0	99,407	-99,407	-100%	$2.6M	$0	-$2.6M	2025-01-16
Captrust Financial Advisors	CLOSED	0	97,560	-97,560	-100%	$2.5M	$0	-$2.5M	2025-02-14
PSI Advisors, LLC	CLOSED	0	93,919	-93,919	-100%	$2.5M	$0	-$2.5M	2025-01-13
Ameriprise Financial Inc	CLOSED	0	92,428	-92,428	-100%	$2.4M	$0	-$2.4M	2025-02-14
Valmark Advisers, Inc.	CLOSED	0	92,108	-92,108	-100%	$2.4M	$0	-$2.4M	2025-01-30
Royal Bank of Canada	CLOSED	0	92,061	-92,061	-100%	$2.4M	$0	-$2.4M	2025-02-14
United Capital Financial Advisors, LLC	CLOSED	0	84,658	-84,658	-100%	$2.2M	$0	-$2.2M	2025-02-13
Triad Wealth Partners, LLC	CLOSED	0	77,100	-77,100	-100%	$2.0M	$0	-$2.0M	2025-02-06
Lido Advisors, LLC	CLOSED	0	72,556	-72,556	-100%	$1.9M	$0	-$1.9M	2025-02-14
Mariner, LLC	CLOSED	0	71,054	-71,054	-100%	$1.9M	$0	-$1.9M	2025-02-13
Jane Street Group, LLC	CLOSED	0	68,484	-68,484	-100%	$1.8M	$0	-$1.8M	2025-02-14
IHT Wealth Management, LLC	CLOSED	0	63,415	-63,415	-100%	$1.7M	$0	-$1.7M	2025-02-14
Atwater Malick LLC	CLOSED	0	63,260	-63,260	-100%	$1.7M	$0	-$1.7M	2025-01-15
Phillips Financial Management, LLC	CLOSED	0	62,891	-62,891	-100%	$1.6M	$0	-$1.6M	2025-02-10
Atria Investments, Inc	CLOSED	0	51,178	-51,178	-100%	$1.3M	$0	-$1.3M	2025-02-06
Signature Wealth Management Group	CLOSED	0	49,956	-49,956	-100%	$1.3M	$0	-$1.3M	2025-02-10
RIA Advisory Group LLC	CLOSED	0	48,316	-48,316	-100%	$1.3M	$0	-$1.3M	2025-02-14
Capital Investment Advisors, LLC	CLOSED	0	47,804	-47,804	-100%	$1.2M	$0	-$1.2M	2025-01-13
Beacon Pointe Advisors, LLC	CLOSED	0	45,093	-45,093	-100%	$1.2M	$0	-$1.2M	2025-02-14
Leo Wealth, LLC	CLOSED	0	43,186	-43,186	-100%	$1.1M	$0	-$1.1M	2025-01-28
Citadel Advisors LLC	CLOSED	0	42,813	-42,813	-100%	$1.1M	$0	-$1.1M	2025-02-14
AMG National Trust Bank	CLOSED	0	42,050	-42,050	-100%	$1.1M	$0	-$1.1M	2025-02-07
Confluence Investment Management LLC	CLOSED	0	41,187	-41,187	-100%	$1.1M	$0	-$1.1M	2025-01-02
Kestra Private Wealth Services, LLC	CLOSED	0	38,724	-38,724	-100%	$1.0M	$0	-$1.0M	2025-01-28
Financial Engines Advisors L.L.C.	CLOSED	0	38,061	-38,061	-100%	$993.4K	$0	-$993.4K	2025-02-12
Coldstream Capital Management Inc	CLOSED	0	37,473	-37,473	-100%	$978.0K	$0	-$978.0K	2025-02-14
Roof Eidam Maycock Peralta, LLC	CLOSED	0	37,208	-37,208	-100%	$971.1K	$0	-$971.1K	2025-02-13
Deutsche Bank Ag\	CLOSED	0	35,610	-35,610	-100%	$929.4K	$0	-$929.4K	2025-02-14
CFS Investment Advisory Services, LLC	CLOSED	0	35,149	-35,149	-100%	$917	$0	-$917	2025-01-21
Strid Group, LLC	CLOSED	0	34,525	-34,525	-100%	$901.1K	$0	-$901.1K	2025-01-28
Global Financial Private Client, LLC	CLOSED	0	34,145	-34,145	-100%	$891.2K	$0	-$891.2K	2025-01-14
Savant Capital, LLC	CLOSED	0	33,572	-33,572	-100%	$876.2K	$0	-$876.2K	2025-01-29
Blue Square Asset Management, LLC	CLOSED	0	32,034	-32,034	-100%	$836.1K	$0	-$836.1K	2025-01-21
Sandy Spring Bank	CLOSED	0	31,593	-31,593	-100%	$824.6K	$0	-$824.6K	2025-02-11
GC Wealth Management RIA, LLC	CLOSED	0	29,059	-29,059	-100%	$758.4K	$0	-$758.4K	2025-02-07
Foundry Financial Group, Inc.	CLOSED	0	28,795	-28,795	-100%	$751.6K	$0	-$751.6K	2025-02-07
Eldridge Investment Advisors, Inc.	CLOSED	0	28,605	-28,605	-100%	$747	$0	-$747	2025-02-10
4J Wealth Management LLC	CLOSED	0	26,396	-26,396	-100%	$688.9K	$0	-$688.9K	2025-01-24
Stifel Financial Corp	CLOSED	0	26,021	-26,021	-100%	$679.1K	$0	-$679.1K	2025-02-13
Modern Wealth Management, LLC	CLOSED	0	24,910	-24,910	-100%	$650.2K	$0	-$650.2K	2025-05-30
Granite Harbor Advisors, Inc.	CLOSED	0	24,715	-24,715	-100%	$645.1K	$0	-$645.1K	2025-01-23
TPG Advisors LLC	CLOSED	0	24,656	-24,656	-100%	$643.5K	$0	-$643.5K	2025-02-05
Sigma Investment Counselors Inc	CLOSED	0	23,900	-23,900	-100%	$623.8K	$0	-$623.8K	2025-02-04
Howland Capital Management LLC	CLOSED	0	23,210	-23,210	-100%	$605.8K	$0	-$605.8K	2025-01-28
Corient Private Wealth LP	CLOSED	0	21,712	-21,712	-100%	$566.7K	$0	-$566.7K	2025-02-10
Lantz Financial LLC	CLOSED	0	20,545	-20,545	-100%	$536.2K	$0	-$536.2K	2025-01-21
CWM, LLC	CLOSED	0	20,277	-20,277	-100%	$529	$0	-$529	2025-02-04
PFG Private Wealth Management, LLC	CLOSED	0	20,136	-20,136	-100%	$525.6K	$0	-$525.6K	2025-02-06
Commonwealth Financial Services, LLC	CLOSED	0	19,861	-19,861	-100%	$517.3K	$0	-$517.3K	2025-01-27
Avantax Planning Partners, Inc.	CLOSED	0	19,730	-19,730	-100%	$515.0K	$0	-$515.0K	2025-02-07
Peloton Wealth Strategists	CLOSED	0	19,700	-19,700	-100%	$514	$0	-$514	2025-02-05
Kintra Wealth, LLC	CLOSED	0	19,612	-19,612	-100%	$511.9K	$0	-$511.9K	2025-02-14
Creative Planning	CLOSED	0	19,602	-19,602	-100%	$511.6K	$0	-$511.6K	2025-02-14
Segment Wealth Management, LLC	CLOSED	0	19,550	-19,550	-100%	$510.3K	$0	-$510.3K	2025-01-17
Stonebridge Capital Advisors LLC	CLOSED	0	19,278	-19,278	-100%	$503.2K	$0	-$503.2K	2025-02-14
Woodmont Investment Counsel LLC	CLOSED	0	18,500	-18,500	-100%	$482.9K	$0	-$482.9K	2025-02-11
Janney Montgomery Scott LLC	CLOSED	0	18,103	-18,103	-100%	$472	$0	-$472	2025-01-17
Princeton Global Asset Management LLC	CLOSED	0	17,904	-17,904	-100%	$467.3K	$0	-$467.3K	2025-01-24
Garden State Investment Advisory Services LLC	CLOSED	0	17,265	-17,265	-100%	$450.7K	$0	-$450.7K	2025-02-13
Horan Securities, Inc.	CLOSED	0	16,818	-16,818	-100%	$438.9K	$0	-$438.9K	2025-02-07
Gould Asset Management LLC	CLOSED	0	16,690	-16,690	-100%	$435.6K	$0	-$435.6K	2025-02-07
Allworth Financial LP	CLOSED	0	16,276	-16,276	-100%	$424.8K	$0	-$424.8K	2025-01-30
Delta Wealth Advisors LLC	CLOSED	0	16,100	-16,100	-100%	$420.2K	$0	-$420.2K	2025-10-10
Brandywine OAK Private Wealth LLC	CLOSED	0	16,069	-16,069	-100%	$419.4K	$0	-$419.4K	2025-01-27
Cerity Partners LLC	CLOSED	0	15,643	-15,643	-100%	$408.3K	$0	-$408.3K	2025-02-13
Wealth Enhancement Advisory Services, LLC	CLOSED	0	15,349	-15,349	-100%	$400.6K	$0	-$400.6K	2025-03-17
Archford Capital Strategies, LLC	CLOSED	0	15,308	-15,308	-100%	$399.2K	$0	-$399.2K	2025-01-21
Wrapmanager Inc	CLOSED	0	14,602	-14,602	-100%	$381.1K	$0	-$381.1K	2025-02-04
Rehmann Capital Advisory Group	CLOSED	0	14,162	-14,162	-100%	$369.6K	$0	-$369.6K	2025-02-14
Waterford Advisors, LLC	CLOSED	0	13,538	-13,538	-100%	$353.3K	$0	-$353.3K	2025-02-14
Asset Dedication, LLC	CLOSED	0	13,284	-13,284	-100%	$346.7K	$0	-$346.7K	2025-01-23
Beacon Financial Group	CLOSED	0	13,181	-13,181	-100%	$344.0K	$0	-$344.0K	2025-01-29
Spinnaker Trust	CLOSED	0	12,964	-12,964	-100%	$338.4K	$0	-$338.4K	2025-01-30
WealthBridge Capital Management, LLC	CLOSED	0	12,898	-12,898	-100%	$336.6K	$0	-$336.6K	2025-02-03
Cora Capital Advisors LLC	CLOSED	0	12,270	-12,270	-100%	$320.2K	$0	-$320.2K	2025-01-21
Advisory Services Network, LLC	CLOSED	0	12,017	-12,017	-100%	$313.0K	$0	-$313.0K	2025-02-13
Beaumont Asset Management, L.L.C.	CLOSED	0	11,906	-11,906	-100%	$310.7K	$0	-$310.7K	2025-01-28
Cetera Investment Advisers	CLOSED	0	11,759	-11,759	-100%	$306.9K	$0	-$306.9K	2025-02-14
Ameritas Investment Partners, Inc.	CLOSED	0	11,125	-11,125	-100%	$290.4K	$0	-$290.4K	2025-02-13
Parallel Advisors, LLC	CLOSED	0	11,063	-11,063	-100%	$288.7K	$0	-$288.7K	2025-02-10
Goldman Sachs Group Inc	CLOSED	0	10,936	-10,936	-100%	$285.4K	$0	-$285.4K	2025-02-11
RVW Wealth, LLC	CLOSED	0	10,765	-10,765	-100%	$281.0K	$0	-$281.0K	2025-01-23
Moneco Advisors, LLC	CLOSED	0	10,727	-10,727	-100%	$280.0K	$0	-$280.0K	2025-08-15
Baltimore-Washington Financial Advisors, Inc.	CLOSED	0	10,174	-10,174	-100%	$265.5K	$0	-$265.5K	2025-01-24
Rockefeller Capital Management L.P.	CLOSED	0	10,104	-10,104	-100%	$263.7K	$0	-$263.7K	2025-02-13
Apollon Wealth Management, LLC	CLOSED	0	10,100	-10,100	-100%	$263.6K	$0	-$263.6K	2025-01-28
Baird Financial Group, Inc.	CLOSED	0	10,000	-10,000	-100%	$261.0K	$0	-$261.0K	2025-02-14
Prime Capital Investment Advisors, LLC	CLOSED	0	9,877	-9,877	-100%	$257.8K	$0	-$257.8K	2025-02-12
Private Trust Co NA	CLOSED	0	9,849	-9,849	-100%	$257.1K	$0	-$257.1K	2025-02-05
Pgim Custom Harvest LLC	CLOSED	0	9,682	-9,682	-100%	$252.7K	$0	-$252.7K	2025-02-13
Kestra Advisory Services, LLC	CLOSED	0	9,293	-9,293	-100%	$242.5K	$0	-$242.5K	2025-02-10
Stockman Wealth Management, Inc.	CLOSED	0	9,266	-9,266	-100%	$241.8K	$0	-$241.8K	2025-01-28
Arrow Financial Corp	CLOSED	0	9,206	-9,206	-100%	$240.3K	$0	-$240.3K	2025-02-14
Builder Investment Group Inc	CLOSED	0	9,008	-9,008	-100%	$235.1K	$0	-$235.1K	2025-01-14
Summit Wealth Partners, LLC	CLOSED	0	8,807	-8,807	-100%	$229.9K	$0	-$229.9K	2025-01-27
Signaturefd, LLC	CLOSED	0	8,793	-8,793	-100%	$229.5K	$0	-$229.5K	2025-02-10
Colton Groome Financial Advisors, LLC	CLOSED	0	8,555	-8,555	-100%	$223.3K	$0	-$223.3K	2025-01-23
Cary Street Partners Investment Advisory LLC	CLOSED	0	8,529	-8,529	-100%	$222.6K	$0	-$222.6K	2025-02-14
Bank of New Hampshire	CLOSED	0	7,805	-7,805	-100%	$203.7K	$0	-$203.7K	2025-01-07
Harbor Investment Advisory, LLC	CLOSED	0	7,572	-7,572	-100%	$197.6K	$0	-$197.6K	2025-01-16
Front Row Advisors LLC	CLOSED	0	4,000	-4,000	-100%	$104.4K	$0	-$104.4K	2025-02-12
ORG Partners LLC	CLOSED	0	3,840	-3,840	-100%	$100.2K	$0	-$100.2K	2025-01-10
Coastline Trust Co	CLOSED	0	3,512	-3,512	-100%	$91.7K	$0	-$91.7K	2025-02-13
Principal Securities, Inc.	CLOSED	0	3,037	-3,037	-100%	$79.3K	$0	-$79.3K	2025-01-30
JPMorgan Chase & Co	CLOSED	0	2,000	-2,000	-100%	$52.2K	$0	-$52.2K	2025-02-12
Voisard Asset Management Group, Inc.	CLOSED	0	1,715	-1,715	-100%	$44.8K	$0	-$44.8K	2025-02-07
Coston, McIsaac & Partners	CLOSED	0	1,330	-1,330	-100%	$34	$0	-$34	2025-01-23
Ascentis Independent Advisors	CLOSED	0	914	-914	-100%	$23.9K	$0	-$23.9K	2025-01-24
Evergreen Private Wealth LLC	CLOSED	0	822	-822	-100%	$21.4K	$0	-$21.4K	2025-02-07
Aspect Partners, LLC	CLOSED	0	744	-744	-100%	$19.4K	$0	-$19.4K	2025-02-03
HM Payson & Co	CLOSED	0	720	-720	-100%	$18.8K	$0	-$18.8K	2025-02-07
Stephens Consulting, LLC	CLOSED	0	697	-697	-100%	$18.2K	$0	-$18.2K	2025-01-27
Bogart Wealth, LLC	CLOSED	0	565	-565	-100%	$14.7K	$0	-$14.7K	2025-01-30
Farther Finance Advisors, LLC	CLOSED	0	484	-484	-100%	$12.6K	$0	-$12.6K	2025-02-10
Harbour Investments, Inc.	CLOSED	0	358	-358	-100%	$9.4K	$0	-$9.4K	2025-02-10
Assetmark, Inc	CLOSED	0	313	-313	-100%	$8.2K	$0	-$8.2K	2025-02-06
Ashton Thomas Securities, LLC	CLOSED	0	168	-168	-100%	$4.4K	$0	-$4.4K	2025-02-11
BlackRock, Inc.	CLOSED	0	141	-141	-100%	$3.7K	$0	-$3.7K	2025-02-07
Proequities, Inc.	CLOSED	0	0	0	—	$0	$0	$0	2025-02-13
Raymond James Financial Services Advisors, Inc.	N/A	—	143,355	-143,355	-100%	$3.7M	—	—	—
Raymond James & Associates	N/A	—	116,881	-116,881	-100%	$3.1M	—	—	—
Raymond James Trust N.A.	N/A	—	17,228	-17,228	-100%	$449.7K	—	—	—
Cary Street Partners Asset Management LLC	N/A	—	7,860	-7,860	-100%	$205.1K	—	—	—

Showing 156 of 156 institutions