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Ishares Ibonds DEC 2030 Corp (IBDV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Capital Investment Advisors, LLC
INCREASED
Shares4,423,647 from 4,264,875
Change+158,772 (+4%)
Value$93.5M (+$541.6K)
Filed 2026-10-22
HighTower Advisors, LLC
INCREASED
Shares2,648,647 from 2,510,850
Change+137,797 (+5%)
Value$56.0M (+$1.3M)
Filed 2026-11-10
Klingman & Associates, LLC
INCREASED
Shares1,838,301 from 1,715,577
Change+122,724 (+7%)
Value$38.9M (+$1.5M)
Filed 2026-10-20
Woodmont Investment Counsel LLC
INCREASED
Shares1,820,556 from 1,207,452
Change+613,104 (+51%)
Value$38.5M (+$12.2M)
Filed 2026-10-29
LPL Financial LLC
INCREASED
Shares1,673,839 from 1,494,454
Change+179,385 (+12%)
Value$35.4M (+$2.8M)
Filed 2026-11-06
Sigma Investment Counselors Inc
INCREASED
Shares1,663,394 from 1,661,062
Change+2,332 (+0%)
Value$35.2M (-$1.0M)
Filed 2026-10-27
Gratus Wealth Advisors, LLC
INCREASED
Shares1,643,124 from 1,641,321
Change+1,803 (+0%)
Value$34.7M (-$1.0M)
Filed 2026-10-26
Lido Advisors, LLC
DECREASED
Shares1,563,358 from 1,600,025
Change-36,667 (-2%)
Value$33.0M (-$1.8M)
Filed 2026-11-04
Kathmere Capital Management, LLC
INCREASED
Shares1,470,667 from 1,348,430
Change+122,237 (+9%)
Value$31.1M (+$1.7M)
Filed 2026-10-20
US Bancorp \de\
INCREASED
Shares1,262,945 from 1,197,971
Change+64,974 (+5%)
Value$26.7M (+$582.9K)
Filed 2026-11-05
Venture Visionary Partners LLC
DECREASED
Shares1,258,724 from 1,273,692
Change-14,968 (-1%)
Value$26.6M (-$1.2M)
Filed 2026-10-07
RVW Wealth, LLC
DECREASED
Shares1,224,215 from 1,309,276
Change-85,061 (-6%)
Value$25.9M (-$2.7M)
Filed 2026-10-06
Howland Capital Management LLC
INCREASED
Shares1,182,792 from 1,021,727
Change+161,065 (+16%)
Value$25.0M (+$2.7M)
Filed 2026-10-22
Commonwealth Equity Services, LLC
INCREASED
Shares1,044,311 from 762,897
Change+281,414 (+37%)
Value$22.1M (+$5.4M)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares943,883 from 797,556
Change+146,327 (+18%)
Value$20.0M (+$2.6M)
Filed 2026-11-02
MV Capital Management, Inc.
INCREASED
Shares936,171 from 930,457
Change+5,714 (+1%)
Value$19.8M (-$493.3K)
Filed 2026-10-29
Ironwood Financial, llc
INCREASED
Shares711,143 from 644,551
Change+66,592 (+10%)
Value$15.0M (+$1.1M)
Filed 2026-10-20
Arrow Financial Corp
DECREASED
Shares698,000 from 702,825
Change-4,825 (-1%)
Value$14.8M (-$565.9K)
Filed 2026-10-26
First National Trust Co
INCREASED
Shares659,420 from 653,441
Change+5,979 (+1%)
Value$13.9M (-$304.9K)
Filed 2026-10-28
Probity Advisors, Inc.
INCREASED
Shares621,459 from 569,582
Change+51,877 (+9%)
Value$13.1M (+$720.8K)
Filed 2026-10-23
PFG Private Wealth Management, LLC
INCREASED
Shares595,835 from 569,999
Change+25,836 (+5%)
Value$12.6M (+$170.0K)
Filed 2026-10-15
Glenview Trust Co
INCREASED
Shares550,145 from 506,320
Change+43,825 (+9%)
Value$11.6M (+$592.3K)
Filed 2026-10-28
Central Trust Co
INCREASED
Shares548,468 from 538,604
Change+9,864 (+2%)
Value$11.6M (-$147.0K)
Filed 2026-11-05
Lyell Wealth Management, LP
INCREASED
Shares519,486 from 492,598
Change+26,888 (+5%)
Value$11.0M (+$243.3K)
Filed 2026-10-30
Rebalance, LLC
INCREASED
Shares489,604 from 483,987
Change+5,617 (+1%)
Value$10.4M (-$200.7K)
Filed 2026-10-22
MinichMacGregor Wealth Management, LLC
INCREASED
Shares489,183 from 474,157
Change+15,026 (+3%)
Value$10.3M (+$4.7K)
Filed 2026-10-14
Parallel Advisors, LLC
INCREASED
Shares486,970 from 406,873
Change+80,097 (+20%)
Value$10.3M (+$1.4M)
Filed 2026-11-03
Parkway Wealth Management Group, LLC
INCREASED
Shares474,839 from 466,293
Change+8,546 (+2%)
Value$10.0M (-$127.1K)
Filed 2026-10-20
Guidance Point Advisors, LLC
INCREASED
Shares458,556 from 431,677
Change+26,879 (+6%)
Value$9.7M (+$283.4K)
Filed 2026-10-15
Cornerstone Planning, LLC
INCREASED
Shares442,565 from 439,383
Change+3,182 (+1%)
Value$9.6M (-$4.8K)
Filed 2026-10-27
Peloton Wealth Strategists
INCREASED
Shares436,850 from 394,050
Change+42,800 (+11%)
Value$9.2M (+$645.0K)
Filed 2026-11-09
Windsor Capital Management, LLC
INCREASED
Shares374,363 from 356,462
Change+17,901 (+5%)
Value$7.9M (+$143.1K)
Filed 2026-10-13
Arcadia Investment Advisors LLC
INCREASED
Shares363,735 from 348,528
Change+15,207 (+4%)
Value$7.7M (+$91.4K)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
INCREASED
Shares357,098 from 343,567
Change+13,531 (+4%)
Value$7.5M (+$59.3K)
Filed 2026-10-16
Allworth Financial LP
INCREASED
Shares339,601 from 338,443
Change+1,158 (+0%)
Value$7.4M (+$25.2K)
Filed 2026-11-06
InvesTrust
INCREASED
Shares338,054 from 262,812
Change+75,242 (+29%)
Value$7.1M (+$1.4M)
Filed 2026-10-14
Praetorian Wealth Management, Inc.
INCREASED
Shares317,577 from 304,213
Change+13,364 (+4%)
Value$6.7M (+$81.7K)
Filed 2026-10-16
4Thought Financial Group Inc.
INCREASED
Shares290,449 from 289,935
Change+514 (+0%)
Value$6.1M (-$180.5K)
Filed 2026-11-02
Atria Investments, Inc
DECREASED
Shares287,006 from 288,553
Change-1,547 (-1%)
Value$6.1M (-$223.2K)
Filed 2026-10-15
Quantum Financial Advisors, LLC
INCREASED
Shares282,359 from 217,650
Change+64,709 (+30%)
Value$6.0M (+$1.2M)
Filed 2026-11-03
J.W. Cole Advisors, Inc.
INCREASED
Shares272,319 from 218,881
Change+53,438 (+24%)
Value$5.8M (+$985.2K)
Filed 2026-11-05
Droms Strauss Advisors Inc
INCREASED
Shares267,358 from 264,107
Change+3,251 (+1%)
Value$5.7M (-$105.6K)
Filed 2026-11-03
Strid Group, LLC
INCREASED
Shares262,630 from 256,065
Change+6,565 (+3%)
Value$5.6M (-$30.2K)
Filed 2026-10-28
Precedent Wealth Partners, LLC
INCREASED
Shares258,586 from 194,222
Change+64,364 (+33%)
Value$5.5M (+$1.2M)
Filed 2026-10-21
Wilkins Miller Wealth Management, LLC
INCREASED
Shares257,760 from 256,301
Change+1,459 (+1%)
Value$5.4M (-$138.3K)
Filed 2026-10-13
Virginia Wealth Management Group, Inc.
INCREASED
Shares257,364 from 249,690
Change+7,674 (+3%)
Value$5.4M (-$2.6K)
Filed 2026-10-14
IFP Advisors, Inc
INCREASED
Shares252,651 from 242,424
Change+10,227 (+4%)
Value$5.3M (+$56.2K)
Filed 2026-10-16
Krilogy Financial LLC
DECREASED
Shares241,004 from 246,320
Change-5,316 (-2%)
Value$5.1M (-$270.1K)
Filed 2026-10-13
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares240,515 from 173,151
Change+67,364 (+39%)
Value$5.1M (+$1.3M)
Filed 2026-10-14
Rossmore Private Capital
INCREASED
Shares239,760 from 194,579
Change+45,181 (+23%)
Value$5.1M (+$826.7K)
Filed 2026-10-27
MCF Advisors LLC
INCREASED
Shares223,073 from 175,014
Change+48,059 (+27%)
Value$4.7M (+$900.4K)
Filed 2026-10-28
Beaumont Asset Management, L.L.C.
INCREASED
Shares210,547 from 191,235
Change+19,312 (+10%)
Value$4.5M (+$282.0K)
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares203,824 from 202,809
Change+1,015 (+1%)
Value$4.3M (-$75.9K)
Filed 2026-10-13
Hamel Associates, Inc.
INCREASED
Shares202,188 from 185,294
Change+16,894 (+9%)
Value$4.3M (+$234.8K)
Filed 2026-11-06
Chicago Partners Investment Group LLC
INCREASED
Shares202,077 from 201,353
Change+724 (+0%)
Value$4.3M (-$41.0K)
Filed 2026-10-27
Romano Brothers and Company
INCREASED
Shares196,490 from 180,142
Change+16,348 (+9%)
Value$4.2M (+$226.7K)
Filed 2026-10-22
Fulton Breakefield Broenniman LLC
INCREASED
Shares188,718 from 177,115
Change+11,603 (+7%)
Value$4.0M (+$128.4K)
Filed 2026-11-03
Penobscot Investment Management Company, Inc.
INCREASED
Shares188,222 from 176,047
Change+12,175 (+7%)
Value$4.0M (+$141.2K)
Filed 2026-10-26
Valmark Advisers, Inc.
INCREASED
Shares186,250 from 156,449
Change+29,801 (+19%)
Value$3.9M (+$526.7K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares184,702 from 413,662
Change-228,960 (-55%)
Value$3.9M (-$5.1M)
Filed 2026-11-02
Adirondack Trust Co
INCREASED
Shares180,078 from 173,088
Change+6,990 (+4%)
Value$3.8M (+$33.4K)
Filed 2026-10-14
Beese Fulmer Investment Management, Inc.
INCREASED
Shares177,884 from 165,185
Change+12,699 (+8%)
Value$3.8M (+$159.4K)
Filed 2026-10-23
Merit Financial Group, LLC
INCREASED
Shares164,729 from 129,486
Change+35,243 (+27%)
Value$3.5M (+$659.6K)
Filed 2026-11-06
Roble, Belko & Company, Inc
INCREASED
Shares155,813 from 113,743
Change+42,070 (+37%)
Value$3.3M (+$814.0K)
Filed 2026-11-09
10Elms LLP
INCREASED
Shares152,908 from 143,793
Change+9,115 (+6%)
Value$3.2M (+$97.8K)
Filed 2026-11-06
Laurel Wealth Advisors LLC
INCREASED
Shares150,350 from 136,250
Change+14,100 (+10%)
Value$3.2M (+$208.1K)
Filed 2026-10-27
Arcataur Capital Management LLC
INCREASED
Shares137,933 from 135,168
Change+2,765 (+2%)
Value$2.9M (-$30.8K)
Filed 2026-10-21
LifePlan Financial, LLC
INCREASED
Shares135,523 from 132,284
Change+3,239 (+2%)
Value$2.9M (-$14.8K)
Filed 2026-10-13
Associated Banc-Corp
INCREASED
Shares128,964 from 121,000
Change+7,964 (+7%)
Value$2.7M (+$88.5K)
Filed 2026-10-30
Twin Cities Retirement Group LLC
INCREASED
Shares127,763 from 126,316
Change+1,447 (+1%)
Value$2.7M (-$52.8K)
Filed 2026-10-16
Leo Wealth, LLC
NEW
Shares122,712
Change+122,712
Value$2.6M
Filed 2026-10-26
Sightline Wealth Advisors, LLC
INCREASED
Shares122,168 from 68,376
Change+53,792 (+79%)
Value$2.6M (+$1.1M)
Filed 2026-10-21
Sowell Financial Services LLC
INCREASED
Shares121,569 from 119,616
Change+1,953 (+2%)
Value$2.6M (-$37.6K)
Filed 2026-10-23
Segment Wealth Management, LLC
INCREASED
Shares120,286 from 112,335
Change+7,951 (+7%)
Value$2.5M (+$93.9K)
Filed 2026-10-26
Meridian Wealth Management, LLC
INCREASED
Shares115,626 from 102,957
Change+12,669 (+12%)
Value$2.4M (+$199.9K)
Filed 2026-11-05
Instrumental Wealth, LLC
INCREASED
Shares114,875 from 108,765
Change+6,110 (+6%)
Value$2.4M (+$57.4K)
Filed 2026-10-20
Great Diamond Partners, LLC
INCREASED
Shares109,167 from 54,421
Change+54,746 (+101%)
Value$2.3M (+$1.1M)
Filed 2026-10-13
Keeler Thomas Management LLC
DECREASED
Shares104,486 from 105,883
Change-1,397 (-1%)
Value$2.2M (-$99.4K)
Filed 2026-10-29
Community Financial Services Group, LLC
INCREASED
Shares103,162 from 20,635
Change+82,527 (+400%)
Value$2.2M (+$1.7M)
Filed 2026-10-15
Harbor Investment Advisory, LLC
INCREASED
Shares101,978 from 74,273
Change+27,705 (+37%)
Value$2.2M (+$536.7K)
Filed 2026-10-13
Breachway Investments LLC
INCREASED
Shares99,655 from 86,205
Change+13,450 (+16%)
Value$2.1M (+$227.4K)
Filed 2026-10-19
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares96,993 from 96,993
Change0 (0%)
Value$2.1M (-$64.0K)
Filed 2026-11-03
Cabot Wealth Management Inc
DECREASED
Shares96,644 from 119,446
Change-22,802 (-19%)
Value$2.0M (-$560.9K)
Filed 2026-11-05
Sonata Capital Group Inc
INCREASED
Shares95,858 from 86,577
Change+9,281 (+11%)
Value$2.0M (+$139.1K)
Filed 2026-10-19
Wealthstar Advisors, LLC
INCREASED
Shares95,047 from 95,023
Change+24 (+0%)
Value$2.0M (-$62.2K)
Filed 2026-10-19
Coldstream Capital Management Inc
INCREASED
Shares90,956 from 75,517
Change+15,439 (+20%)
Value$1.9M (+$276.5K)
Filed 2026-11-09
Resonant Capital Advisors, LLC
INCREASED
Shares89,273 from 87,893
Change+1,380 (+2%)
Value$1.9M (-$28.8K)
Filed 2026-10-15
Cornell Pochily Investment Advisors, Inc.
DECREASED
Shares88,232 from 88,278
Change-46 (0%)
Value$1.9M (-$59.2K)
Filed 2026-10-19
Cherry Tree Wealth Management, LLC
INCREASED
Shares84,403 from 81,593
Change+2,810 (+3%)
Value$1.8M (+$5.6K)
Filed 2026-10-15
Beacon Financial Group
DECREASED
Shares75,770 from 75,967
Change-197 (0%)
Value$1.6M (-$54.3K)
Filed 2026-10-19
Chesley Taft & Associates LLC
INCREASED
Shares75,000 from 69,000
Change+6,000 (+9%)
Value$1.6M (+$81.3K)
Filed 2026-10-13
Jefferson Bridge Capital, LLC
INCREASED
Shares74,122 from 52,077
Change+22,045 (+42%)
Value$1.6M (+$431.7K)
Filed 2026-11-06
Bullock Wealth Management Group
INCREASED
Shares72,693 from 69,266
Change+3,427 (+5%)
Value$1.5M (+$30.4K)
Filed 2026-10-09
Commonwealth Financial Services, LLC
DECREASED
Shares72,650 from 144,242
Change-71,592 (-50%)
Value$1.5M (-$1.6M)
Filed 2026-10-20
Meitav Investment House LTD
DECREASED
Shares71,182 from 81,888
Change-10,706 (-13%)
Value$1.5M (-$280.1K)
Filed 2026-10-28
Jacobi Capital Management LLC
INCREASED
Shares68,612 from 57,447
Change+11,165 (+19%)
Value$1.5M (+$198.1K)
Filed 2026-11-05
NovaPoint Capital, LLC
INCREASED
Shares67,648 from 63,431
Change+4,217 (+7%)
Value$1.4M (+$47.3K)
Filed 2026-10-22
OFS Enterprise LLC
INCREASED
Shares66,863 from 65,985
Change+878 (+1%)
Value$1.4M (-$25.0K)
Filed 2026-10-16
Cowa, LLC
INCREASED
Shares61,383 from 51,540
Change+9,843 (+19%)
Value$1.3M (+$174.1K)
Filed 2026-10-30
Fifth Third Bancorp
DECREASED
Shares60,735 from 62,044
Change-1,309 (-2%)
Value$1.3M (-$68.6K)
Filed 2026-11-05
Moneco Advisors, LLC
INCREASED
Shares60,148 from 42,462
Change+17,686 (+42%)
Value$1.3M (+$345.9K)
Filed 2026-11-05
TFR Capital, Llc.
INCREASED
Shares60,095 from 33,610
Change+26,485 (+79%)
Value$1.3M (+$537.7K)
Filed 2026-11-09
Drive Wealth Management, LLC
DECREASED
Shares59,725 from 60,425
Change-700 (-1%)
Value$1.3M (-$54.7K)
Filed 2026-11-09
Montecito Bank & Trust
INCREASED
Shares59,289 from 57,644
Change+1,645 (+3%)
Value$1.3M (-$3.3K)
Filed 2026-10-01
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares58,857 from 53,342
Change+5,515 (+10%)
Value$1.2M (+$81.4K)
Filed 2026-10-13
SAX Wealth Advisors, LLC
INCREASED
Shares57,691 from 54,134
Change+3,557 (+7%)
Value$1.2M (+$34.6K)
Filed 2026-10-13
TFO Wealth Partners, LLC
NEW
Shares57,587
Change+57,587
Value$1.2M
Filed 2026-11-09
Bank of New Hampshire
INCREASED
Shares53,730 from 53,430
Change+300 (+1%)
Value$1.1M (-$28.9K)
Filed 2026-10-06
First Fiduciary Investment Counsel, Inc.
INCREASED
Shares53,321 from 51,463
Change+1,858 (+4%)
Value$1.1M (+$5.0K)
Filed 2026-10-27
Beaumont Financial Advisors, LLC
NEW
Shares52,904
Change+52,904
Value$1.1M
Filed 2026-10-22
Leavell Investment Management, Inc.
INCREASED
Shares52,045 from 49,509
Change+2,536 (+5%)
Value$1.1M (+$20.9K)
Filed 2026-11-09
Archford Capital Strategies, LLC
DECREASED
Shares50,936 from 50,947
Change-11 (0%)
Value$1.1M (-$33.9K)
Filed 2026-10-19
Oppenheimer & Co Inc
DECREASED
Shares50,431 from 51,167
Change-736 (-1%)
Value$1.1M (-$49.3K)
Filed 2026-10-26
Clearstead Advisors, LLC
INCREASED
Shares48,785 from 36,319
Change+12,466 (+34%)
Value$1.0M (+$239.6K)
Filed 2026-11-06
Paradigm, Strategies in Wealth Management, LLC
DECREASED
Shares46,694 from 61,323
Change-14,629 (-24%)
Value$987.1K (-$349.7K)
Filed 2026-10-16
Belpointe Asset Management LLC
INCREASED
Shares46,029 from 43,293
Change+2,736 (+6%)
Value$973.1K (+$29.3K)
Filed 2026-11-09
Conrad Siegel Investment Advisors, Inc.
INCREASED
Shares45,623 from 40,689
Change+4,934 (+12%)
Value$964.5K (+$77.5K)
Filed 2026-10-08
Farther Finance Advisors, LLC
DECREASED
Shares44,440 from 49,758
Change-5,318 (-11%)
Value$939.5K (-$145.3K)
Filed 2026-10-08
Little House Capital LLC
DECREASED
Shares42,150 from 42,798
Change-648 (-2%)
Value$891.0K (-$41.9K)
Filed 2026-11-06
Foundation Wealth Management, LLC
INCREASED
Shares42,035 from 40,341
Change+1,694 (+4%)
Value$888.7K (+$9.2K)
Filed 2026-10-22
Ascentis Independent Advisors
NEW
Shares41,450
Change+41,450
Value$876.3K
Filed 2026-11-03
River's Edge Wealth Management, LLC
INCREASED
Shares41,197 from 11,538
Change+29,659 (+257%)
Value$875.0K (+$624.8K)
Filed 2026-10-19
Bank of New York Mellon Corp
INCREASED
Shares40,844 from 34,028
Change+6,816 (+20%)
Value$863.5K (+$121.6K)
Filed 2026-11-05
Foundry Financial Group, Inc.
DECREASED
Shares39,344 from 42,540
Change-3,196 (-8%)
Value$831.7K (-$95.6K)
Filed 2026-10-28
Aspen Wealth Management LLC
INCREASED
Shares38,993 from 31,969
Change+7,024 (+22%)
Value$824.3K (+$127.4K)
Filed 2026-10-14
Duncker Streett & Co Inc
INCREASED
Shares38,064 from 37,632
Change+432 (+1%)
Value$804.7K (-$15.7K)
Filed 2026-10-27
Redw Wealth LLC
DECREASED
Shares37,364 from 42,045
Change-4,681 (-11%)
Value$789.9K (-$126.7K)
Filed 2026-11-02
First Interstate Bank
INCREASED
Shares36,803 from 36,029
Change+774 (+2%)
Value$778.0K (-$7.4K)
Filed 2026-10-23
Blue Square Asset Management, LLC
INCREASED
Shares36,786 from 36,089
Change+697 (+2%)
Value$777.7K (-$9.1K)
Filed 2026-11-02
Thrivent Financial for Lutherans
INCREASED
Shares33,651 from 28,692
Change+4,959 (+17%)
Value$710.0K (+$84.0K)
Filed 2026-11-05
DecisionMap Wealth Management, LLC
UNCHANGED
Shares32,138 from 32,138
Change0 (0%)
Value$679.4K (-$21.2K)
Filed 2026-10-29
Newman Dignan & Sheerar, Inc.
DECREASED
Shares31,755 from 32,879
Change-1,124 (-3%)
Value$671.3K (-$45.5K)
Filed 2026-10-21
Redwood Financial Network Corp
INCREASED
Shares31,689 from 29,342
Change+2,347 (+8%)
Value$669.9K (+$30.2K)
Filed 2026-11-03
XML Financial, LLC
INCREASED
Shares31,490 from 29,160
Change+2,330 (+8%)
Value$665.7K (+$30.0K)
Filed 2026-10-29
Creative Planning
DECREASED
Shares30,990 from 39,530
Change-8,540 (-22%)
Value$655.1K (-$206.6K)
Filed 2026-11-02
Gradient Capital Advisors, LLC
UNCHANGED
Shares29,999 from 29,999
Change0 (0%)
Value$634.2K (-$19.8K)
Filed 2026-10-21
Tableaux LLC
DECREASED
Shares29,337 from 30,234
Change-897 (-3%)
Value$620.2K (-$38.9K)
Filed 2026-10-23
Baker Boyer National Bank
NEW
Shares28,451
Change+28,451
Value$601.5K
Filed 2026-11-05
Mlp3, LLC
INCREASED
Shares28,287 from 23,145
Change+5,142 (+22%)
Value$598.0K (+$93.4K)
Filed 2026-10-22
Great Valley Advisor Group, Inc.
INCREASED
Shares27,676 from 23,917
Change+3,759 (+16%)
Value$585.1K (+$63.7K)
Filed 2026-11-09
Gryphon Financial Partners LLC
DECREASED
Shares27,152 from 42,108
Change-14,956 (-36%)
Value$574.0K (-$344.0K)
Filed 2026-11-04
Regions Financial Corp
DECREASED
Shares26,217 from 43,291
Change-17,074 (-39%)
Value$554.2K (-$389.5K)
Filed 2026-11-05
Kestra Private Wealth Services, LLC
INCREASED
Shares26,211 from 25,402
Change+809 (+3%)
Value$554.1K (+$329)
Filed 2026-11-06
Princeton Global Asset Management LLC
DECREASED
Shares25,708 from 26,240
Change-532 (-2%)
Value$543.5K (-$28.6K)
Filed 2026-10-21
Hyposwiss Advisors SA
INCREASED
Shares25,400 from 24,000
Change+1,400 (+6%)
Value$537.0K (+$13.8K)
Filed 2026-10-26
PNC Financial Services Group, Inc.
INCREASED
Shares24,889 from 19,154
Change+5,735 (+30%)
Value$526.2K (+$108.6K)
Filed 2026-11-06
Freestone Capital Holdings, LLC
DECREASED
Shares24,281 from 28,409
Change-4,128 (-15%)
Value$513.3K (-$106.0K)
Filed 2026-11-09
Ellis Investment Partners, LLC
INCREASED
Shares24,206 from 23,751
Change+455 (+2%)
Value$511.7K (-$6.1K)
Filed 2026-10-21
Woodley Farra Manion Portfolio Management Inc
INCREASED
Shares24,106 from 22,637
Change+1,469 (+6%)
Value$509.6K (+$16.1K)
Filed 2026-11-05
Kesler, Norman & Wride, LLC
INCREASED
Shares23,576 from 18,821
Change+4,755 (+25%)
Value$498.4K (+$88.1K)
Filed 2026-11-06
Clearstead Trust, LLC
INCREASED
Shares23,155 from 19,563
Change+3,592 (+18%)
Value$489.5K (+$63.0K)
Filed 2026-11-06
Gilbert Capital Group, Inc.
DECREASED
Shares22,661 from 29,873
Change-7,212 (-24%)
Value$479.1K (-$172.2K)
Filed 2026-10-28
Welch & Forbes LLC
NEW
Shares22,331
Change+22,331
Value$472.1K
Filed 2026-11-04
ADG Wealth Management Group, LLC
INCREASED
Shares21,800 from 20,000
Change+1,800 (+9%)
Value$460.9K (+$24.9K)
Filed 2026-10-23
Truist Financial Corp
INCREASED
Shares21,537 from 18,368
Change+3,169 (+17%)
Value$455.3K (+$54.9K)
Filed 2026-10-30
Provenance Wealth Advisors, LLC
INCREASED
Shares20,529 from 8,148
Change+12,381 (+152%)
Value$434.0K (+$256.4K)
Filed 2026-10-30
Moors & Cabot, Inc.
INCREASED
Shares19,963 from 17,786
Change+2,177 (+12%)
Value$422.0K (+$34.3K)
Filed 2026-11-06
Quartz Partners, LLC
INCREASED
Shares19,455 from 17,028
Change+2,427 (+14%)
Value$411.3K (+$40.1K)
Filed 2026-11-03
ProVise Management Group, LLC
INCREASED
Shares19,184 from 18,784
Change+400 (+2%)
Value$405.6K (-$3.9K)
Filed 2026-11-06
Simon Quick Advisors, LLC
INCREASED
Shares19,110 from 18,920
Change+190 (+1%)
Value$404.0K (-$8.5K)
Filed 2026-10-26
Barrett & Company, Inc.
DECREASED
Shares19,106 from 20,106
Change-1,000 (-5%)
Value$403.9K (-$34.4K)
Filed 2026-10-22
Mesirow Financial Investment Management, Inc.
NEW
Shares19,097
Change+19,097
Value$403.7K
Filed 2026-11-05
Prosperity Planning, Inc.
DECREASED
Shares18,985 from 19,751
Change-766 (-4%)
Value$401.3K (-$29.2K)
Filed 2026-10-09
Naples Global Advisors, LLC
INCREASED
Shares18,815 from 18,795
Change+20 (+0%)
Value$397.8K (-$12.0K)
Filed 2026-11-05
Ballast Rock Private Wealth LLC
NEW
Shares18,521
Change+18,521
Value$391.5K
Filed 2026-10-26
Alliance Wealth Advisors, LLC
DECREASED
Shares18,129 from 20,280
Change-2,151 (-11%)
Value$383.2K (-$58.9K)
Filed 2026-10-28
Focused Alpha, LLC
INCREASED
Shares17,961 from 15,684
Change+2,277 (+15%)
Value$379.7K (+$37.8K)
Filed 2026-10-20
1900 Wealth Management LLC
INCREASED
Shares17,691 from 15,609
Change+2,082 (+13%)
Value$374.0K (+$33.7K)
Filed 2026-10-13
Members Wealth LLC
DECREASED
Shares17,670 from 230,622
Change-212,952 (-92%)
Value$373.5K (-$4.7M)
Filed 2026-10-20
Addison Advisors LLC
INCREASED
Shares17,314 from 9,370
Change+7,944 (+85%)
Value$366.0K (+$161.8K)
Filed 2026-11-06
Yoder Wealth Management, Inc.
UNCHANGED
Shares16,900 from 16,900
Change0 (0%)
Value$357.3K (-$11.2K)
Filed 2026-10-13
Forvis Mazars Wealth Advisors, LLC
UNCHANGED
Shares16,493 from 16,493
Change0 (0%)
Value$348.7K (-$10.9K)
Filed 2026-10-13
Robinson Smith Wealth Advisors LLC
INCREASED
Shares16,484 from 15,227
Change+1,257 (+8%)
Value$348.5K (+$16.5K)
Filed 2026-10-22
XY Planning Network, Inc.
INCREASED
Shares16,381 from 16,357
Change+24 (+0%)
Value$346.3K (-$10.3K)
Filed 2026-10-14
Sterling Investment Advisors, Ltd.
INCREASED
Shares16,098 from 10,235
Change+5,863 (+57%)
Value$340.3K (+$117.2K)
Filed 2026-10-27
Straight Path Wealth Management
UNCHANGED
Shares15,944 from 15,944
Change0 (0%)
Value$337.1K (-$10.5K)
Filed 2026-10-23
4J Wealth Management LLC
UNCHANGED
Shares15,888 from 15,888
Change0 (0%)
Value$335.9K (-$10.5K)
Filed 2026-11-02
Koshinski Asset Management, Inc.
INCREASED
Shares15,858 from 15,852
Change+6 (+0%)
Value$335.2K (-$10.3K)
Filed 2026-10-29
Summit Asset Management, LLC
NEW
Shares15,422
Change+15,422
Value$326.0K
Filed 2026-11-05
Johnson Bixby & Associates, LLC
INCREASED
Shares14,745 from 14,695
Change+50 (+0%)
Value$311.7K (-$8.7K)
Filed 2026-10-14
Cyr Financial Inc.
INCREASED
Shares14,734 from 14,578
Change+156 (+1%)
Value$311.5K (-$6.3K)
Filed 2026-10-16
Schmidt P J Investment Management Inc
UNCHANGED
Shares14,720 from 14,720
Change0 (0%)
Value$311.2K (-$9.7K)
Filed 2026-11-02
Farnam Financial LLC
NEW
Shares14,489
Change+14,489
Value$307.7K
Filed 2026-10-21
TD Waterhouse Canada Inc.
UNCHANGED
Shares14,419 from 14,419
Change0 (0%)
Value$336.6K (+$24.0K)
Filed 2026-10-16
Valley Wealth Managers, Inc.
DECREASED
Shares14,050 from 15,742
Change-1,692 (-11%)
Value$297.0K (-$46.2K)
Filed 2026-10-09
Wealthcare Advisory Partners LLC
INCREASED
Shares13,758 from 9,732
Change+4,026 (+41%)
Value$290.8K (+$78.7K)
Filed 2026-10-21
Avidian Wealth Enterprises, LLC
DECREASED
Shares13,466 from 15,127
Change-1,661 (-11%)
Value$284.7K (-$45.1K)
Filed 2026-10-08
Advisor OS, LLC
DECREASED
Shares13,086 from 15,134
Change-2,048 (-14%)
Value$276.6K (-$53.3K)
Filed 2026-11-03
Robertson Stephens Wealth Management, LLC
UNCHANGED
Shares12,853 from 12,853
Change0 (0%)
Value$271.7K (-$8.5K)
Filed 2026-10-16
Hurley Capital, LLC
INCREASED
Shares12,800 from 12,656
Change+144 (+1%)
Value$270.6K (-$5.3K)
Filed 2026-11-05
Diversify Advisory Services, LLC
INCREASED
Shares12,692 from 12,409
Change+283 (+2%)
Value$269.5K (+$1.5K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares12,692 from 12,409
Change+283 (+2%)
Value$269.5K (+$1.5K)
Filed 2026-10-20
Brookstone Capital Management
DECREASED
Shares12,418 from 31,577
Change-19,159 (-61%)
Value$262.5K (-$425.9K)
Filed 2026-10-22
Autumn Glory Partners, LLC
UNCHANGED
Shares12,197 from 12,197
Change0 (0%)
Value$257.8K (-$8.1K)
Filed 2026-10-26
Nwam LLC
DECREASED
Shares11,820 from 13,053
Change-1,233 (-9%)
Value$249.9K (-$34.7K)
Filed 2026-11-09
Sarver Vrooman Wealth Advisors
DECREASED
Shares11,737 from 11,914
Change-177 (-1%)
Value$248.1K (-$10.6K)
Filed 2026-10-01
Berkshire Money Management, Inc.
UNCHANGED
Shares11,520 from 11,520
Change0 (0%)
Value$243.5K (-$7.6K)
Filed 2026-10-21
IFG Advisory, LLC
UNCHANGED
Shares11,307 from 11,307
Change0 (0%)
Value$239.0K (-$7.5K)
Filed 2026-11-09
Signaturefd, LLC
DECREASED
Shares11,280 from 13,403
Change-2,123 (-16%)
Value$238.5K (-$53.7K)
Filed 2026-10-23
Choreo, LLC
INCREASED
Shares11,174 from 9,220
Change+1,954 (+21%)
Value$236.2K (+$35.2K)
Filed 2026-10-28
Syntegra Private Wealth Group, LLC
INCREASED
Shares11,085 from 9,423
Change+1,662 (+18%)
Value$234.3K (+$28.9K)
Filed 2026-10-13
Thoroughbred Financial Services, LLC
DECREASED
Shares11,038 from 13,708
Change-2,670 (-19%)
Value$233.0K (-$65.0K)
Filed 2026-11-09
Beacon Financial Planning, Inc
INCREASED
Shares10,808 from 10,705
Change+103 (+1%)
Value$228.5K (-$4.9K)
Filed 2026-11-04
Legacy Wealth Management, LLC / MS
NEW
Shares10,500
Change+10,500
Value$222.0K
Filed 2026-10-30
Aprio Wealth Management, LLC
UNCHANGED
Shares10,486 from 10,486
Change0 (0%)
Value$221.7K (-$6.9K)
Filed 2026-10-28
Koesten, Hirschmann & Crabtree, Inc.
UNCHANGED
Shares10,385 from 10,385
Change0 (0%)
Value$219.5K (-$6.9K)
Filed 2026-10-13
Gamma Investing LLC
INCREASED
Shares10,285 from 8,866
Change+1,419 (+16%)
Value$217.4K (+$24.1K)
Filed 2026-10-08
Accretive Wealth Partners, LLC
DECREASED
Shares10,178 from 15,828
Change-5,650 (-36%)
Value$215.2K (-$129.9K)
Filed 2026-11-06
Csenge Advisory Group
INCREASED
Shares10,160 from 9,885
Change+275 (+3%)
Value$214.8K (-$711)
Filed 2026-11-04
Midland Wealth Advisors, LLC
DECREASED
Shares9,961 from 15,043
Change-5,082 (-34%)
Value$210.6K (-$117.4K)
Filed 2026-10-26
Vise Technologies, Inc.
DECREASED
Shares9,809 from 11,221
Change-1,412 (-13%)
Value$207.4K (-$37.3K)
Filed 2026-10-29
Barclays PLC
UNCHANGED
Shares9,789 from 9,789
Change0 (0%)
Value$206.9K (-$6.5K)
Filed 2026-11-06
First Premier Bank
INCREASED
Shares9,615 from 351
Change+9,264 (+2639%)
Value$196.0K (+$196.0K)
Filed 2026-10-13
Plancorp, LLC
INCREASED
Shares9,402 from 9,294
Change+108 (+1%)
Value$200.8K (+$80)
Filed 2026-11-03
Robbins Farley
INCREASED
Shares9,200 from 9,150
Change+50 (+1%)
Value$194.5K (-$5.0K)
Filed 2026-10-21
Ashton Thomas Private Wealth, LLC
INCREASED
Shares8,995 from 8,945
Change+50 (+1%)
Value$190.2K (-$4.8K)
Filed 2026-11-03
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares7,956 from 7,956
Change0 (0%)
Value$168.2K (-$5.3K)
Filed 2026-10-23
Physician Wealth Advisors, Inc.
INCREASED
Shares7,796 from 7,787
Change+9 (+0%)
Value$164.8K (-$5.0K)
Filed 2026-10-20
Trust Co
UNCHANGED
Shares7,659 from 7,659
Change0 (0%)
Value$161.9K (-$5.1K)
Filed 2026-10-09
High Note Wealth, LLC
INCREASED
Shares7,480 from 3,610
Change+3,870 (+107%)
Value$158.1K (+$79.4K)
Filed 2026-10-27
Harbour Investments, Inc.
INCREASED
Shares6,804 from 6,727
Change+77 (+1%)
Value$143.8K (-$2.8K)
Filed 2026-11-09
Stone House Investment Management, LLC
UNCHANGED
Shares5,734 from 5,734
Change0 (0%)
Value$121.2K (-$3.8K)
Filed 2026-10-23
Y.D. More Investments Ltd
INCREASED
Shares5,530 from 2,560
Change+2,970 (+116%)
Value$116.6K (+$61.3K)
Filed 2026-11-02
Pittenger & Anderson Inc
UNCHANGED
Shares4,780 from 4,780
Change0 (0%)
Value$101.1K (-$3.2K)
Filed 2026-11-02
Next Level Wealth Planning, LLC
NEW
Shares4,580
Change+4,580
Value$96.8K
Filed 2026-10-29
Phillips Financial Management, LLC
UNCHANGED
Shares4,049 from 4,049
Change0 (0%)
Value$85.6K (-$2.7K)
Filed 2026-10-19
CNB Bank
UNCHANGED
Shares3,767 from 3,767
Change0 (0%)
Value$79.6K (-$2.5K)
Filed 2026-11-09
Townsend Asset Management Corp
INCREASED
Shares3,484 from 3,444
Change+40 (+1%)
Value$73.6K (-$1.4K)
Filed 2026-10-29
NBH Bank
DECREASED
Shares2,841 from 3,927
Change-1,086 (-28%)
Value$60.1K (-$25.6K)
Filed 2026-11-05
Birch Financial Group, LLC
NEW
Shares2,553
Change+2,553
Value$54.0K
Filed 2026-10-27
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$52.9K (-$1.7K)
Filed 2026-10-23
Pinnacle Bancorp, Inc.
NEW
Shares2,345
Change+2,345
Value$49.6K
Filed 2026-10-21
Trust Co of Vermont
UNCHANGED
Shares2,326 from 2,326
Change0 (0%)
Value$49.2K (-$1.5K)
Filed 2026-10-21
United Community Bank
UNCHANGED
Shares2,220 from 2,220
Change0 (0%)
Value$46.9K (-$1.5K)
Filed 2026-10-28
Rossby Financial, LCC
INCREASED
Shares2,128 from 1,788
Change+340 (+19%)
Value$45.0K (+$6.0K)
Filed 2026-11-05
Blue Trust, Inc.
DECREASED
Shares1,989 from 3,125
Change-1,136 (-36%)
Value$42.0K (-$26.1K)
Filed 2026-10-15
Eastern Bank
UNCHANGED
Shares1,550 from 1,550
Change0 (0%)
Value$32.8K (-$1.0K)
Filed 2026-10-05
Coastline Trust Co
UNCHANGED
Shares1,316 from 1,316
Change0 (0%)
Value$27.8K (-$869)
Filed 2026-10-01
Bank of Montreal
INCREASED
Shares680 from 672
Change+8 (+1%)
Value$14.4K (-$281)
Filed 2026-11-09
J. R. Prunier Capital Management LLC
INCREASED
Shares634 from 631
Change+3 (+0%)
Value$13.4K (-$342)
Filed 2026-11-09
Financial Consulate, Inc
NEW
Shares608
Change+608
Value$12.9K
Filed 2026-10-23
Key FInancial Inc
UNCHANGED
Shares590 from 590
Change0 (0%)
Value$12.5K (-$389)
Filed 2026-11-02
AlphaCore Capital LLC
UNCHANGED
Shares355 from 355
Change0 (0%)
Value$7.5K (-$234)
Filed 2026-11-04
IMG Wealth Management, Inc.
NEW
Shares241
Change+241
Value$5.1K
Filed 2026-10-27
Root Financial Partners, LLC
NEW
Shares74
Change+74
Value$1.6K
Filed 2026-10-21
Nestegg Advisors, Inc.
CLOSED
Shares0 from 38,099
Change-38,099 (-100%)
Value$0 (-$830.6K)
Filed 2026-10-21
CGN Advisors LLC
CLOSED
Shares0 from 22,383
Change-22,383 (-100%)
Value$0 (-$487.9K)
Filed 2026-10-21
Apollon Wealth Management, LLC
CLOSED
Shares0 from 11,035
Change-11,035 (-100%)
Value$0 (-$240.6K)
Filed 2026-10-23
Fairway Wealth LLC
CLOSED
Shares0 from 1,370
Change-1,370 (-100%)
Value$0 (-$29.9K)
Filed 2026-10-30
Private Trust Co NA
CLOSED
Shares0 from 1,304
Change-1,304 (-100%)
Value$0 (-$28.4K)
Filed 2026-10-20
AdvisorNet Financial, Inc
CLOSED
Shares0 from 950
Change-950 (-100%)
Value$0 (-$20.7K)
Filed 2026-10-15
Bank of America Corp
N/A
Shares— from 9,615,369
Change-9,615,369 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 6,150,150
Change-6,150,150 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 6,081,902
Change-6,081,902 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 4,474,434
Change-4,474,434 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 4,375,104
Change-4,375,104 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 3,253,303
Change-3,253,303 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,026,804
Change-3,026,804 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,017,703
Change-3,017,703 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 2,726,515
Change-2,726,515 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,504,175
Change-2,504,175 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 1,880,024
Change-1,880,024 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 1,540,468
Change-1,540,468 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,219,208
Change-1,219,208 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,090,232
Change-1,090,232 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 1,038,921
Change-1,038,921 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 847,911
Change-847,911 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 779,369
Change-779,369 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 682,341
Change-682,341 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 650,928
Change-650,928 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 644,355
Change-644,355 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 592,613
Change-592,613 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 534,289
Change-534,289 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 464,538
Change-464,538 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 453,691
Change-453,691 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 445,634
Change-445,634 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 445,048
Change-445,048 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 434,649
Change-434,649 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 425,145
Change-425,145 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 418,846
Change-418,846 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 390,373
Change-390,373 (-100%)
Value—
Eight 31 Financial, LLC
N/A
Shares— from 369,661
Change-369,661 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 345,712
Change-345,712 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 331,851
Change-331,851 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 281,940
Change-281,940 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 274,603
Change-274,603 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 240,440
Change-240,440 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 226,090
Change-226,090 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 218,486
Change-218,486 (-100%)
Value—
Winthrop Partners - WNY, LLC
N/A
Shares— from 217,320
Change-217,320 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 216,089
Change-216,089 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 213,579
Change-213,579 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 196,779
Change-196,779 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 185,482
Change-185,482 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 180,543
Change-180,543 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 179,334
Change-179,334 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 176,186
Change-176,186 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 175,422
Change-175,422 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 154,851
Change-154,851 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 153,239
Change-153,239 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 136,150
Change-136,150 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 117,420
Change-117,420 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 112,734
Change-112,734 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 105,000
Change-105,000 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 101,850
Change-101,850 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 101,043
Change-101,043 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 81,509
Change-81,509 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 81,177
Change-81,177 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 75,205
Change-75,205 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 69,577
Change-69,577 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 54,513
Change-54,513 (-100%)
Value—
Summitry LLC
N/A
Shares— from 53,125
Change-53,125 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 52,681
Change-52,681 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 49,768
Change-49,768 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 47,438
Change-47,438 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 44,817
Change-44,817 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 43,045
Change-43,045 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 41,435
Change-41,435 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 40,210
Change-40,210 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 39,742
Change-39,742 (-100%)
Value—
Reliant Wealth Planning
N/A
Shares— from 37,677
Change-37,677 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 35,636
Change-35,636 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 34,859
Change-34,859 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 33,135
Change-33,135 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 31,997
Change-31,997 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 31,413
Change-31,413 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 29,250
Change-29,250 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 27,609
Change-27,609 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 26,971
Change-26,971 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 26,000
Change-26,000 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 25,541
Change-25,541 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 23,298
Change-23,298 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 23,203
Change-23,203 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 22,877
Change-22,877 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 22,451
Change-22,451 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 21,667
Change-21,667 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 21,464
Change-21,464 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 21,346
Change-21,346 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 20,287
Change-20,287 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 20,279
Change-20,279 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 18,103
Change-18,103 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 17,594
Change-17,594 (-100%)
Value—
American Trust
N/A
Shares— from 17,291
Change-17,291 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 17,251
Change-17,251 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 16,350
Change-16,350 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 15,475
Change-15,475 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 15,108
Change-15,108 (-100%)
Value—
Betterment LLC
N/A
Shares— from 11,754
Change-11,754 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 11,679
Change-11,679 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 11,243
Change-11,243 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 9,803
Change-9,803 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 9,732
Change-9,732 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 9,500
Change-9,500 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 9,436
Change-9,436 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 7,177
Change-7,177 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 5,313
Change-5,313 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 4,718
Change-4,718 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 4,565
Change-4,565 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 4,104
Change-4,104 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 3,759
Change-3,759 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 3,634
Change-3,634 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 3,079
Change-3,079 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,829
Change-1,829 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 765
Change-765 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 523
Change-523 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 440
Change-440 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 311
Change-311 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 58
Change-58 (-100%)
Value—
Status
Capital Investment Advisors, LLC
INCREASED4,423,6474,264,875+158,772+4%$93.0M$93.5M+$541.6K2026-10-22
HighTower Advisors, LLC
INCREASED2,648,6472,510,850+137,797+5%$54.7M$56.0M+$1.3M2026-11-10
Klingman & Associates, LLC
INCREASED1,838,3011,715,577+122,724+7%$37.4M$38.9M+$1.5M2026-10-20
Woodmont Investment Counsel LLC
INCREASED1,820,5561,207,452+613,104+51%$26.3M$38.5M+$12.2M2026-10-29
LPL Financial LLC
INCREASED1,673,8391,494,454+179,385+12%$32.6M$35.4M+$2.8M2026-11-06
Sigma Investment Counselors Inc
INCREASED1,663,3941,661,062+2,332+0%$36.2M$35.2M-$1.0M2026-10-27
Gratus Wealth Advisors, LLC
INCREASED1,643,1241,641,321+1,803+0%$35.8M$34.7M-$1.0M2026-10-26
Lido Advisors, LLC
DECREASED1,563,3581,600,025-36,667-2%$34.9M$33.0M-$1.8M2026-11-04
Kathmere Capital Management, LLC
INCREASED1,470,6671,348,430+122,237+9%$29.4M$31.1M+$1.7M2026-10-20
US Bancorp \de\
INCREASED1,262,9451,197,971+64,974+5%$26.1M$26.7M+$582.9K2026-11-05
Venture Visionary Partners LLC
DECREASED1,258,7241,273,692-14,968-1%$27.8M$26.6M-$1.2M2026-10-07
RVW Wealth, LLC
DECREASED1,224,2151,309,276-85,061-6%$28.5M$25.9M-$2.7M2026-10-06
Howland Capital Management LLC
INCREASED1,182,7921,021,727+161,065+16%$22.3M$25.0M+$2.7M2026-10-22
Commonwealth Equity Services, LLC
INCREASED1,044,311762,897+281,414+37%$16.6M$22.1M+$5.4M2026-11-02
Kestra Advisory Services, LLC
INCREASED943,883797,556+146,327+18%$17.4M$20.0M+$2.6M2026-11-02
MV Capital Management, Inc.
INCREASED936,171930,457+5,714+1%$20.3M$19.8M-$493.3K2026-10-29
Ironwood Financial, llc
INCREASED711,143644,551+66,592+10%$13.9M$15.0M+$1.1M2026-10-20
Arrow Financial Corp
DECREASED698,000702,825-4,825-1%$15.3M$14.8M-$565.9K2026-10-26
First National Trust Co
INCREASED659,420653,441+5,979+1%$14.2M$13.9M-$304.9K2026-10-28
Probity Advisors, Inc.
INCREASED621,459569,582+51,877+9%$12.4M$13.1M+$720.8K2026-10-23
PFG Private Wealth Management, LLC
INCREASED595,835569,999+25,836+5%$12.4M$12.6M+$170.0K2026-10-15
Glenview Trust Co
INCREASED550,145506,320+43,825+9%$11.0M$11.6M+$592.3K2026-10-28
Central Trust Co
INCREASED548,468538,604+9,864+2%$11.7M$11.6M-$147.0K2026-11-05
Lyell Wealth Management, LP
INCREASED519,486492,598+26,888+5%$10.7M$11.0M+$243.3K2026-10-30
Rebalance, LLC
INCREASED489,604483,987+5,617+1%$10.6M$10.4M-$200.7K2026-10-22
MinichMacGregor Wealth Management, LLC
INCREASED489,183474,157+15,026+3%$10.3M$10.3M+$4.7K2026-10-14
Parallel Advisors, LLC
INCREASED486,970406,873+80,097+20%$8.9M$10.3M+$1.4M2026-11-03
Parkway Wealth Management Group, LLC
INCREASED474,839466,293+8,546+2%$10.2M$10.0M-$127.1K2026-10-20
Guidance Point Advisors, LLC
INCREASED458,556431,677+26,879+6%$9.4M$9.7M+$283.4K2026-10-15
Cornerstone Planning, LLC
INCREASED442,565439,383+3,182+1%$9.6M$9.6M-$4.8K2026-10-27
Peloton Wealth Strategists
INCREASED436,850394,050+42,800+11%$8.6M$9.2M+$645.0K2026-11-09
Windsor Capital Management, LLC
INCREASED374,363356,462+17,901+5%$7.8M$7.9M+$143.1K2026-10-13
Arcadia Investment Advisors LLC
INCREASED363,735348,528+15,207+4%$7.6M$7.7M+$91.4K2026-10-13
Concurrent Investment Advisors, LLC
INCREASED357,098343,567+13,531+4%$7.5M$7.5M+$59.3K2026-10-16
Allworth Financial LP
INCREASED339,601338,443+1,158+0%$7.4M$7.4M+$25.2K2026-11-06
InvesTrust
INCREASED338,054262,812+75,242+29%$5.7M$7.1M+$1.4M2026-10-14
Praetorian Wealth Management, Inc.
INCREASED317,577304,213+13,364+4%$6.6M$6.7M+$81.7K2026-10-16
4Thought Financial Group Inc.
INCREASED290,449289,935+514+0%$6.3M$6.1M-$180.5K2026-11-02
Atria Investments, Inc
DECREASED287,006288,553-1,547-1%$6.3M$6.1M-$223.2K2026-10-15
Quantum Financial Advisors, LLC
INCREASED282,359217,650+64,709+30%$4.7M$6.0M+$1.2M2026-11-03
J.W. Cole Advisors, Inc.
INCREASED272,319218,881+53,438+24%$4.8M$5.8M+$985.2K2026-11-05
Droms Strauss Advisors Inc
INCREASED267,358264,107+3,251+1%$5.8M$5.7M-$105.6K2026-11-03
Strid Group, LLC
INCREASED262,630256,065+6,565+3%$5.6M$5.6M-$30.2K2026-10-28
Precedent Wealth Partners, LLC
INCREASED258,586194,222+64,364+33%$4.2M$5.5M+$1.2M2026-10-21
Wilkins Miller Wealth Management, LLC
INCREASED257,760256,301+1,459+1%$5.6M$5.4M-$138.3K2026-10-13
Virginia Wealth Management Group, Inc.
INCREASED257,364249,690+7,674+3%$5.4M$5.4M-$2.6K2026-10-14
IFP Advisors, Inc
INCREASED252,651242,424+10,227+4%$5.3M$5.3M+$56.2K2026-10-16
Krilogy Financial LLC
DECREASED241,004246,320-5,316-2%$5.4M$5.1M-$270.1K2026-10-13
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED240,515173,151+67,364+39%$3.8M$5.1M+$1.3M2026-10-14
Rossmore Private Capital
INCREASED239,760194,579+45,181+23%$4.2M$5.1M+$826.7K2026-10-27
MCF Advisors LLC
INCREASED223,073175,014+48,059+27%$3.8M$4.7M+$900.4K2026-10-28
Beaumont Asset Management, L.L.C.
INCREASED210,547191,235+19,312+10%$4.2M$4.5M+$282.0K2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED203,824202,809+1,015+1%$4.4M$4.3M-$75.9K2026-10-13
Hamel Associates, Inc.
INCREASED202,188185,294+16,894+9%$4.0M$4.3M+$234.8K2026-11-06
Chicago Partners Investment Group LLC
INCREASED202,077201,353+724+0%$4.3M$4.3M-$41.0K2026-10-27
Romano Brothers and Company
INCREASED196,490180,142+16,348+9%$3.9M$4.2M+$226.7K2026-10-22
Fulton Breakefield Broenniman LLC
INCREASED188,718177,115+11,603+7%$3.9M$4.0M+$128.4K2026-11-03
Penobscot Investment Management Company, Inc.
INCREASED188,222176,047+12,175+7%$3.8M$4.0M+$141.2K2026-10-26
Valmark Advisers, Inc.
INCREASED186,250156,449+29,801+19%$3.4M$3.9M+$526.7K2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED184,702413,662-228,960-55%$9.0M$3.9M-$5.1M2026-11-02
Adirondack Trust Co
INCREASED180,078173,088+6,990+4%$3.8M$3.8M+$33.4K2026-10-14
Beese Fulmer Investment Management, Inc.
INCREASED177,884165,185+12,699+8%$3.6M$3.8M+$159.4K2026-10-23
Merit Financial Group, LLC
INCREASED164,729129,486+35,243+27%$2.8M$3.5M+$659.6K2026-11-06
Roble, Belko & Company, Inc
INCREASED155,813113,743+42,070+37%$2.5M$3.3M+$814.0K2026-11-09
10Elms LLP
INCREASED152,908143,793+9,115+6%$3.1M$3.2M+$97.8K2026-11-06
Laurel Wealth Advisors LLC
INCREASED150,350136,250+14,100+10%$3.0M$3.2M+$208.1K2026-10-27
Arcataur Capital Management LLC
INCREASED137,933135,168+2,765+2%$2.9M$2.9M-$30.8K2026-10-21
LifePlan Financial, LLC
INCREASED135,523132,284+3,239+2%$2.9M$2.9M-$14.8K2026-10-13
Associated Banc-Corp
INCREASED128,964121,000+7,964+7%$2.6M$2.7M+$88.5K2026-10-30
Twin Cities Retirement Group LLC
INCREASED127,763126,316+1,447+1%$2.8M$2.7M-$52.8K2026-10-16
Leo Wealth, LLC
NEW122,712—+122,712——$2.6M—2026-10-26
Sightline Wealth Advisors, LLC
INCREASED122,16868,376+53,792+79%$1.5M$2.6M+$1.1M2026-10-21
Sowell Financial Services LLC
INCREASED121,569119,616+1,953+2%$2.6M$2.6M-$37.6K2026-10-23
Segment Wealth Management, LLC
INCREASED120,286112,335+7,951+7%$2.4M$2.5M+$93.9K2026-10-26
Meridian Wealth Management, LLC
INCREASED115,626102,957+12,669+12%$2.2M$2.4M+$199.9K2026-11-05
Instrumental Wealth, LLC
INCREASED114,875108,765+6,110+6%$2.4M$2.4M+$57.4K2026-10-20
Great Diamond Partners, LLC
INCREASED109,16754,421+54,746+101%$1.2M$2.3M+$1.1M2026-10-13
Keeler Thomas Management LLC
DECREASED104,486105,883-1,397-1%$2.3M$2.2M-$99.4K2026-10-29
Community Financial Services Group, LLC
INCREASED103,16220,635+82,527+400%$447.7K$2.2M+$1.7M2026-10-15
Harbor Investment Advisory, LLC
INCREASED101,97874,273+27,705+37%$1.6M$2.2M+$536.7K2026-10-13
Breachway Investments LLC
INCREASED99,65586,205+13,450+16%$1.9M$2.1M+$227.4K2026-10-19
LFA - Lugano Financial Advisors SA
UNCHANGED96,99396,99300%$2.1M$2.1M-$64.0K2026-11-03
Cabot Wealth Management Inc
DECREASED96,644119,446-22,802-19%$2.6M$2.0M-$560.9K2026-11-05
Sonata Capital Group Inc
INCREASED95,85886,577+9,281+11%$1.9M$2.0M+$139.1K2026-10-19
Wealthstar Advisors, LLC
INCREASED95,04795,023+24+0%$2.1M$2.0M-$62.2K2026-10-19
Coldstream Capital Management Inc
INCREASED90,95675,517+15,439+20%$1.6M$1.9M+$276.5K2026-11-09
Resonant Capital Advisors, LLC
INCREASED89,27387,893+1,380+2%$1.9M$1.9M-$28.8K2026-10-15
Cornell Pochily Investment Advisors, Inc.
DECREASED88,23288,278-460%$1.9M$1.9M-$59.2K2026-10-19
Cherry Tree Wealth Management, LLC
INCREASED84,40381,593+2,810+3%$1.8M$1.8M+$5.6K2026-10-15
Beacon Financial Group
DECREASED75,77075,967-1970%$1.7M$1.6M-$54.3K2026-10-19
Chesley Taft & Associates LLC
INCREASED75,00069,000+6,000+9%$1.5M$1.6M+$81.3K2026-10-13
Jefferson Bridge Capital, LLC
INCREASED74,12252,077+22,045+42%$1.1M$1.6M+$431.7K2026-11-06
Bullock Wealth Management Group
INCREASED72,69369,266+3,427+5%$1.5M$1.5M+$30.4K2026-10-09
Commonwealth Financial Services, LLC
DECREASED72,650144,242-71,592-50%$3.1M$1.5M-$1.6M2026-10-20
Meitav Investment House LTD
DECREASED71,18281,888-10,706-13%$1.8M$1.5M-$280.1K2026-10-28
Jacobi Capital Management LLC
INCREASED68,61257,447+11,165+19%$1.3M$1.5M+$198.1K2026-11-05
NovaPoint Capital, LLC
INCREASED67,64863,431+4,217+7%$1.4M$1.4M+$47.3K2026-10-22
OFS Enterprise LLC
INCREASED66,86365,985+878+1%$1.4M$1.4M-$25.0K2026-10-16
Cowa, LLC
INCREASED61,38351,540+9,843+19%$1.1M$1.3M+$174.1K2026-10-30
Fifth Third Bancorp
DECREASED60,73562,044-1,309-2%$1.4M$1.3M-$68.6K2026-11-05
Moneco Advisors, LLC
INCREASED60,14842,462+17,686+42%$925.7K$1.3M+$345.9K2026-11-05
TFR Capital, Llc.
INCREASED60,09533,610+26,485+79%$732.7K$1.3M+$537.7K2026-11-09
Drive Wealth Management, LLC
DECREASED59,72560,425-700-1%$1.3M$1.3M-$54.7K2026-11-09
Montecito Bank & Trust
INCREASED59,28957,644+1,645+3%$1.3M$1.3M-$3.3K2026-10-01
McGlone Suttner Wealth Management, Inc.
INCREASED58,85753,342+5,515+10%$1.2M$1.2M+$81.4K2026-10-13
SAX Wealth Advisors, LLC
INCREASED57,69154,134+3,557+7%$1.2M$1.2M+$34.6K2026-10-13
TFO Wealth Partners, LLC
NEW57,587—+57,587——$1.2M—2026-11-09
Bank of New Hampshire
INCREASED53,73053,430+300+1%$1.2M$1.1M-$28.9K2026-10-06
First Fiduciary Investment Counsel, Inc.
INCREASED53,32151,463+1,858+4%$1.1M$1.1M+$5.0K2026-10-27
Beaumont Financial Advisors, LLC
NEW52,904—+52,904——$1.1M—2026-10-22
Leavell Investment Management, Inc.
INCREASED52,04549,509+2,536+5%$1.1M$1.1M+$20.9K2026-11-09
Archford Capital Strategies, LLC
DECREASED50,93650,947-110%$1.1M$1.1M-$33.9K2026-10-19
Oppenheimer & Co Inc
DECREASED50,43151,167-736-1%$1.1M$1.1M-$49.3K2026-10-26
Clearstead Advisors, LLC
INCREASED48,78536,319+12,466+34%$791.8K$1.0M+$239.6K2026-11-06
Paradigm, Strategies in Wealth Management, LLC
DECREASED46,69461,323-14,629-24%$1.3M$987.1K-$349.7K2026-10-16
Belpointe Asset Management LLC
INCREASED46,02943,293+2,736+6%$943.8K$973.1K+$29.3K2026-11-09
Conrad Siegel Investment Advisors, Inc.
INCREASED45,62340,689+4,934+12%$887.0K$964.5K+$77.5K2026-10-08
Farther Finance Advisors, LLC
DECREASED44,44049,758-5,318-11%$1.1M$939.5K-$145.3K2026-10-08
Little House Capital LLC
DECREASED42,15042,798-648-2%$933.0K$891.0K-$41.9K2026-11-06
Foundation Wealth Management, LLC
INCREASED42,03540,341+1,694+4%$879.5K$888.7K+$9.2K2026-10-22
Ascentis Independent Advisors
NEW41,450—+41,450——$876.3K—2026-11-03
River's Edge Wealth Management, LLC
INCREASED41,19711,538+29,659+257%$250.3K$875.0K+$624.8K2026-10-19
Bank of New York Mellon Corp
INCREASED40,84434,028+6,816+20%$741.8K$863.5K+$121.6K2026-11-05
Foundry Financial Group, Inc.
DECREASED39,34442,540-3,196-8%$927.4K$831.7K-$95.6K2026-10-28
Aspen Wealth Management LLC
INCREASED38,99331,969+7,024+22%$696.9K$824.3K+$127.4K2026-10-14
Duncker Streett & Co Inc
INCREASED38,06437,632+432+1%$820.4K$804.7K-$15.7K2026-10-27
Redw Wealth LLC
DECREASED37,36442,045-4,681-11%$916.6K$789.9K-$126.7K2026-11-02
First Interstate Bank
INCREASED36,80336,029+774+2%$785.4K$778.0K-$7.4K2026-10-23
Blue Square Asset Management, LLC
INCREASED36,78636,089+697+2%$786.7K$777.7K-$9.1K2026-11-02
Thrivent Financial for Lutherans
INCREASED33,65128,692+4,959+17%$626.0K$710.0K+$84.0K2026-11-05
DecisionMap Wealth Management, LLC
UNCHANGED32,13832,13800%$700.6K$679.4K-$21.2K2026-10-29
Newman Dignan & Sheerar, Inc.
DECREASED31,75532,879-1,124-3%$716.8K$671.3K-$45.5K2026-10-21
Redwood Financial Network Corp
INCREASED31,68929,342+2,347+8%$639.7K$669.9K+$30.2K2026-11-03
XML Financial, LLC
INCREASED31,49029,160+2,330+8%$635.7K$665.7K+$30.0K2026-10-29
Creative Planning
DECREASED30,99039,530-8,540-22%$861.7K$655.1K-$206.6K2026-11-02
Gradient Capital Advisors, LLC
UNCHANGED29,99929,99900%$654.0K$634.2K-$19.8K2026-10-21
Tableaux LLC
DECREASED29,33730,234-897-3%$659.1K$620.2K-$38.9K2026-10-23
Baker Boyer National Bank
NEW28,451—+28,451——$601.5K—2026-11-05
Mlp3, LLC
INCREASED28,28723,145+5,142+22%$504.6K$598.0K+$93.4K2026-10-22
Great Valley Advisor Group, Inc.
INCREASED27,67623,917+3,759+16%$521.4K$585.1K+$63.7K2026-11-09
Gryphon Financial Partners LLC
DECREASED27,15242,108-14,956-36%$918.0K$574.0K-$344.0K2026-11-04
Regions Financial Corp
DECREASED26,21743,291-17,074-39%$943.7K$554.2K-$389.5K2026-11-05
Kestra Private Wealth Services, LLC
INCREASED26,21125,402+809+3%$553.8K$554.1K+$3292026-11-06
Princeton Global Asset Management LLC
DECREASED25,70826,240-532-2%$572.0K$543.5K-$28.6K2026-10-21
Hyposwiss Advisors SA
INCREASED25,40024,000+1,400+6%$523.2K$537.0K+$13.8K2026-10-26
PNC Financial Services Group, Inc.
INCREASED24,88919,154+5,735+30%$417.6K$526.2K+$108.6K2026-11-06
Freestone Capital Holdings, LLC
DECREASED24,28128,409-4,128-15%$619.3K$513.3K-$106.0K2026-11-09
Ellis Investment Partners, LLC
INCREASED24,20623,751+455+2%$517.8K$511.7K-$6.1K2026-10-21
Woodley Farra Manion Portfolio Management Inc
INCREASED24,10622,637+1,469+6%$493.5K$509.6K+$16.1K2026-11-05
Kesler, Norman & Wride, LLC
INCREASED23,57618,821+4,755+25%$410.3K$498.4K+$88.1K2026-11-06
Clearstead Trust, LLC
INCREASED23,15519,563+3,592+18%$426.5K$489.5K+$63.0K2026-11-06
Gilbert Capital Group, Inc.
DECREASED22,66129,873-7,212-24%$651.2K$479.1K-$172.2K2026-10-28
Welch & Forbes LLC
NEW22,331—+22,331——$472.1K—2026-11-04
ADG Wealth Management Group, LLC
INCREASED21,80020,000+1,800+9%$436.0K$460.9K+$24.9K2026-10-23
Truist Financial Corp
INCREASED21,53718,368+3,169+17%$400.4K$455.3K+$54.9K2026-10-30
Provenance Wealth Advisors, LLC
INCREASED20,5298,148+12,381+152%$177.6K$434.0K+$256.4K2026-10-30
Moors & Cabot, Inc.
INCREASED19,96317,786+2,177+12%$387.7K$422.0K+$34.3K2026-11-06
Quartz Partners, LLC
INCREASED19,45517,028+2,427+14%$371.2K$411.3K+$40.1K2026-11-03
ProVise Management Group, LLC
INCREASED19,18418,784+400+2%$409.5K$405.6K-$3.9K2026-11-06
Simon Quick Advisors, LLC
INCREASED19,11018,920+190+1%$412.5K$404.0K-$8.5K2026-10-26
Barrett & Company, Inc.
DECREASED19,10620,106-1,000-5%$438.3K$403.9K-$34.4K2026-10-22
Mesirow Financial Investment Management, Inc.
NEW19,097—+19,097——$403.7K—2026-11-05
Prosperity Planning, Inc.
DECREASED18,98519,751-766-4%$430.6K$401.3K-$29.2K2026-10-09
Naples Global Advisors, LLC
INCREASED18,81518,795+20+0%$409.7K$397.8K-$12.0K2026-11-05
Ballast Rock Private Wealth LLC
NEW18,521—+18,521——$391.5K—2026-10-26
Alliance Wealth Advisors, LLC
DECREASED18,12920,280-2,151-11%$442.1K$383.2K-$58.9K2026-10-28
Focused Alpha, LLC
INCREASED17,96115,684+2,277+15%$341.9K$379.7K+$37.8K2026-10-20
1900 Wealth Management LLC
INCREASED17,69115,609+2,082+13%$340.3K$374.0K+$33.7K2026-10-13
Members Wealth LLC
DECREASED17,670230,622-212,952-92%$5.0M$373.5K-$4.7M2026-10-20
Addison Advisors LLC
INCREASED17,3149,370+7,944+85%$204.3K$366.0K+$161.8K2026-11-06
Yoder Wealth Management, Inc.
UNCHANGED16,90016,90000%$368.4K$357.3K-$11.2K2026-10-13
Forvis Mazars Wealth Advisors, LLC
UNCHANGED16,49316,49300%$359.5K$348.7K-$10.9K2026-10-13
Robinson Smith Wealth Advisors LLC
INCREASED16,48415,227+1,257+8%$332.0K$348.5K+$16.5K2026-10-22
XY Planning Network, Inc.
INCREASED16,38116,357+24+0%$356.6K$346.3K-$10.3K2026-10-14
Sterling Investment Advisors, Ltd.
INCREASED16,09810,235+5,863+57%$223.1K$340.3K+$117.2K2026-10-27
Straight Path Wealth Management
UNCHANGED15,94415,94400%$347.6K$337.1K-$10.5K2026-10-23
4J Wealth Management LLC
UNCHANGED15,88815,88800%$346.4K$335.9K-$10.5K2026-11-02
Koshinski Asset Management, Inc.
INCREASED15,85815,852+6+0%$345.6K$335.2K-$10.3K2026-10-29
Summit Asset Management, LLC
NEW15,422—+15,422——$326.0K—2026-11-05
Johnson Bixby & Associates, LLC
INCREASED14,74514,695+50+0%$320.4K$311.7K-$8.7K2026-10-14
Cyr Financial Inc.
INCREASED14,73414,578+156+1%$317.8K$311.5K-$6.3K2026-10-16
Schmidt P J Investment Management Inc
UNCHANGED14,72014,72000%$320.9K$311.2K-$9.7K2026-11-02
Farnam Financial LLC
NEW14,489—+14,489——$307.7K—2026-10-21
TD Waterhouse Canada Inc.
UNCHANGED14,41914,41900%$312.6K$336.6K+$24.0K2026-10-16
Valley Wealth Managers, Inc.
DECREASED14,05015,742-1,692-11%$343.2K$297.0K-$46.2K2026-10-09
Wealthcare Advisory Partners LLC
INCREASED13,7589,732+4,026+41%$212.1K$290.8K+$78.7K2026-10-21
Avidian Wealth Enterprises, LLC
DECREASED13,46615,127-1,661-11%$329.8K$284.7K-$45.1K2026-10-08
Advisor OS, LLC
DECREASED13,08615,134-2,048-14%$329.9K$276.6K-$53.3K2026-11-03
Robertson Stephens Wealth Management, LLC
UNCHANGED12,85312,85300%$280.2K$271.7K-$8.5K2026-10-16
Hurley Capital, LLC
INCREASED12,80012,656+144+1%$275.9K$270.6K-$5.3K2026-11-05
Diversify Advisory Services, LLC
INCREASED12,69212,409+283+2%$268.0K$269.5K+$1.5K2026-10-20
Diversify Wealth Management, LLC
INCREASED12,69212,409+283+2%$268.0K$269.5K+$1.5K2026-10-20
Brookstone Capital Management
DECREASED12,41831,577-19,159-61%$688.4K$262.5K-$425.9K2026-10-22
Autumn Glory Partners, LLC
UNCHANGED12,19712,19700%$265.9K$257.8K-$8.1K2026-10-26
Nwam LLC
DECREASED11,82013,053-1,233-9%$284.6K$249.9K-$34.7K2026-11-09
Sarver Vrooman Wealth Advisors
DECREASED11,73711,914-177-1%$258.7K$248.1K-$10.6K2026-10-01
Berkshire Money Management, Inc.
UNCHANGED11,52011,52000%$251.1K$243.5K-$7.6K2026-10-21
IFG Advisory, LLC
UNCHANGED11,30711,30700%$246.5K$239.0K-$7.5K2026-11-09
Signaturefd, LLC
DECREASED11,28013,403-2,123-16%$292.2K$238.5K-$53.7K2026-10-23
Choreo, LLC
INCREASED11,1749,220+1,954+21%$201.0K$236.2K+$35.2K2026-10-28
Syntegra Private Wealth Group, LLC
INCREASED11,0859,423+1,662+18%$205.4K$234.3K+$28.9K2026-10-13
Thoroughbred Financial Services, LLC
DECREASED11,03813,708-2,670-19%$298.0K$233.0K-$65.0K2026-11-09
Beacon Financial Planning, Inc
INCREASED10,80810,705+103+1%$233.4K$228.5K-$4.9K2026-11-04
Legacy Wealth Management, LLC / MS
NEW10,500—+10,500——$222.0K—2026-10-30
Aprio Wealth Management, LLC
UNCHANGED10,48610,48600%$228.6K$221.7K-$6.9K2026-10-28
Koesten, Hirschmann & Crabtree, Inc.
UNCHANGED10,38510,38500%$226.4K$219.5K-$6.9K2026-10-13
Gamma Investing LLC
INCREASED10,2858,866+1,419+16%$193.3K$217.4K+$24.1K2026-10-08
Accretive Wealth Partners, LLC
DECREASED10,17815,828-5,650-36%$345.1K$215.2K-$129.9K2026-11-06
Csenge Advisory Group
INCREASED10,1609,885+275+3%$215.5K$214.8K-$7112026-11-04
Midland Wealth Advisors, LLC
DECREASED9,96115,043-5,082-34%$327.9K$210.6K-$117.4K2026-10-26
Vise Technologies, Inc.
DECREASED9,80911,221-1,412-13%$244.6K$207.4K-$37.3K2026-10-29
Barclays PLC
UNCHANGED9,7899,78900%$213.4K$206.9K-$6.5K2026-11-06
First Premier Bank
INCREASED9,615351+9,264+2639%$8$196.0K+$196.0K2026-10-13
Plancorp, LLC
INCREASED9,4029,294+108+1%$200.8K$200.8K+$802026-11-03
Robbins Farley
INCREASED9,2009,150+50+1%$199.5K$194.5K-$5.0K2026-10-21
Ashton Thomas Private Wealth, LLC
INCREASED8,9958,945+50+1%$195.0K$190.2K-$4.8K2026-11-03
Bradley & Co. Private Wealth Management, LLC
UNCHANGED7,9567,95600%$173.4K$168.2K-$5.3K2026-10-23
Physician Wealth Advisors, Inc.
INCREASED7,7967,787+9+0%$169.8K$164.8K-$5.0K2026-10-20
Trust Co
UNCHANGED7,6597,65900%$167.0K$161.9K-$5.1K2026-10-09
High Note Wealth, LLC
INCREASED7,4803,610+3,870+107%$78.7K$158.1K+$79.4K2026-10-27
Harbour Investments, Inc.
INCREASED6,8046,727+77+1%$146.7K$143.8K-$2.8K2026-11-09
Stone House Investment Management, LLC
UNCHANGED5,7345,73400%$125.0K$121.2K-$3.8K2026-10-23
Y.D. More Investments Ltd
INCREASED5,5302,560+2,970+116%$55.3K$116.6K+$61.3K2026-11-02
Pittenger & Anderson Inc
UNCHANGED4,7804,78000%$104.2K$101.1K-$3.2K2026-11-02
Next Level Wealth Planning, LLC
NEW4,580—+4,580——$96.8K—2026-10-29
Phillips Financial Management, LLC
UNCHANGED4,0494,04900%$88.3K$85.6K-$2.7K2026-10-19
CNB Bank
UNCHANGED3,7673,76700%$82.1K$79.6K-$2.5K2026-11-09
Townsend Asset Management Corp
INCREASED3,4843,444+40+1%$75.1K$73.6K-$1.4K2026-10-29
NBH Bank
DECREASED2,8413,927-1,086-28%$85.6K$60.1K-$25.6K2026-11-05
Birch Financial Group, LLC
NEW2,553—+2,553——$54.0K—2026-10-27
Wilmington Savings Fund Society, FSB
UNCHANGED2,5002,50000%$54.5K$52.9K-$1.7K2026-10-23
Pinnacle Bancorp, Inc.
NEW2,345—+2,345——$49.6K—2026-10-21
Trust Co of Vermont
UNCHANGED2,3262,32600%$50.7K$49.2K-$1.5K2026-10-21
United Community Bank
UNCHANGED2,2202,22000%$48.4K$46.9K-$1.5K2026-10-28
Rossby Financial, LCC
INCREASED2,1281,788+340+19%$39.0K$45.0K+$6.0K2026-11-05
Blue Trust, Inc.
DECREASED1,9893,125-1,136-36%$68.1K$42.0K-$26.1K2026-10-15
Eastern Bank
UNCHANGED1,5501,55000%$33.8K$32.8K-$1.0K2026-10-05
Coastline Trust Co
UNCHANGED1,3161,31600%$28.7K$27.8K-$8692026-10-01
Bank of Montreal
INCREASED680672+8+1%$14.7K$14.4K-$2812026-11-09
J. R. Prunier Capital Management LLC
INCREASED634631+3+0%$13.8K$13.4K-$3422026-11-09
Financial Consulate, Inc
NEW608—+608——$12.9K—2026-10-23
Key FInancial Inc
UNCHANGED59059000%$12.9K$12.5K-$3892026-11-02
AlphaCore Capital LLC
UNCHANGED35535500%$7.7K$7.5K-$2342026-11-04
IMG Wealth Management, Inc.
NEW241—+241——$5.1K—2026-10-27
Root Financial Partners, LLC
NEW74—+74——$1.6K—2026-10-21
Nestegg Advisors, Inc.
CLOSED038,099-38,099-100%$830.6K$0-$830.6K2026-10-21
CGN Advisors LLC
CLOSED022,383-22,383-100%$487.9K$0-$487.9K2026-10-21
Apollon Wealth Management, LLC
CLOSED011,035-11,035-100%$240.6K$0-$240.6K2026-10-23
Fairway Wealth LLC
CLOSED01,370-1,370-100%$29.9K$0-$29.9K2026-10-30
Private Trust Co NA
CLOSED01,304-1,304-100%$28.4K$0-$28.4K2026-10-20
AdvisorNet Financial, Inc
CLOSED0950-950-100%$20.7K$0-$20.7K2026-10-15
Bank of America Corp
N/A—9,615,369-9,615,369-100%$209.6M———
Aptus Capital Advisors, LLC
N/A—6,150,150-6,150,150-100%$134.1M———
Mercer Global Advisors Inc
N/A—6,081,902-6,081,902-100%$132.6M———
Morgan Stanley
N/A—4,474,434-4,474,434-100%$97.5M———
Raymond James Financial Inc
N/A—4,375,104-4,375,104-100%$95.4M———
Capital Advisors Inc
N/A—3,253,303-3,253,303-100%$70.9M———
UBS Group AG
N/A—3,026,804-3,026,804-100%$66.0M———
Wells Fargo & Company
N/A—3,017,703-3,017,703-100%$65.8M———
HM Payson & Co
N/A—2,726,515-2,726,515-100%$59.4M———
Royal Bank of Canada
N/A—2,504,175-2,504,175-100%$54.6M———
Sound View Wealth Advisors Group, LLC
N/A—1,880,024-1,880,024-100%$41.0M———
Summit Financial, LLC
N/A—1,540,468-1,540,468-100%$33.6M———
NewEdge Advisors, LLC
N/A—1,219,208-1,219,208-100%$26.6M———
Stifel Financial Corp
N/A—1,090,232-1,090,232-100%$23.8M———
Advisors Capital Management, LLC
N/A—1,038,921-1,038,921-100%$22.6M———
EP Wealth Advisors, LLC
N/A—847,911-847,911-100%$18.5M———
BlackRock, Inc.
N/A—779,369-779,369-100%$17.0M———
Ameriprise Financial Inc
N/A—682,341-682,341-100%$14.9M———
Janney Montgomery Scott LLC
N/A—650,928-650,928-100%$14.2M———
Rockefeller Capital Management L.P.
N/A—644,355-644,355-100%$14.0M———
Mariner, LLC
N/A—592,613-592,613-100%$12.9M———
Captrust Financial Advisors
N/A—534,289-534,289-100%$11.6M———
Envestnet Asset Management Inc
N/A—464,538-464,538-100%$10.1M———
Snowden Capital Advisors LLC
N/A—453,691-453,691-100%$9.9M———
Benjamin Edwards Inc
N/A—445,634-445,634-100%$9.7M———
Sanctuary Advisors, LLC
N/A—445,048-445,048-100%$9.7M———
RWA Wealth Partners, LLC
N/A—434,649-434,649-100%$9.5M———
Atlantic Union Bankshares Corp
N/A—425,145-425,145-100%$9.3M———
Centric Wealth Management
N/A—418,846-418,846-100%$9.1M———
Northwestern Mutual Wealth Management Co
N/A—390,373-390,373-100%$8.5M———
Eight 31 Financial, LLC
N/A—369,661-369,661-100%$8.1M———
Lbmc Investment Advisors, LLC
N/A—345,712-345,712-100%$7.5M———
Cetera Investment Advisers
N/A—331,851-331,851-100%$7.2M———
United Capital Financial Advisors, LLC
N/A—281,940-281,940-100%$6.1M———
Shufro Rose & Co LLC
N/A—274,603-274,603-100%$6.0M———
Hancock Whitney Corp
N/A—240,440-240,440-100%$5.2M———
Spinnaker Trust
N/A—226,090-226,090-100%$4.9M———
OneDigital Investment Advisors LLC
N/A—218,486-218,486-100%$4.8M———
Winthrop Partners - WNY, LLC
N/A—217,320-217,320-100%$4.7M———
Houlihan Financial Resource Group, Ltd.
N/A—216,089-216,089-100%$4.7M———
Stratos Wealth Partners, Ltd.
N/A—213,579-213,579-100%$4.7M———
Beacon Pointe Advisors, LLC
N/A—196,779-196,779-100%$4.3M———
FourThought Financial Partners, LLC
N/A—185,482-185,482-100%$4.0M———
Gotham Asset Management, LLC
N/A—180,543-180,543-100%$3.9M———
Osaic Holdings, Inc.
N/A—179,334-179,334-100%$3.9M———
Jones Financial Companies Lllp
N/A—176,186-176,186-100%$3.8M———
Jane Street Group, LLC
N/A—175,422-175,422-100%$3.8M———
Hills Bank & Trust Co
N/A—154,851-154,851-100%$3.4M———
Stonebrook Private Inc.
N/A—153,239-153,239-100%$3.3M———
Kintra Wealth, LLC
N/A—136,150-136,150-100%$2.9M———
AssuredPartners Investment Advisors, LLC
N/A—117,420-117,420-100%$2.6M———
Modern Wealth Management, LLC
N/A—112,734-112,734-100%$2.5M———
Meiji Yasuda Life Insurance Co
N/A—105,000-105,000-100%$2.3M———
Godshalk Welsh Capital Management, Inc.
N/A—101,850-101,850-100%$2.2M———
Composition Wealth, LLC
N/A—101,043-101,043-100%$2.2M———
Harbor Advisory Corp
N/A—81,509-81,509-100%$1.8M———
Wrapmanager Inc
N/A—81,177-81,177-100%$1.8M———
Crews Bank & Trust
N/A—75,205-75,205-100%$1.6M———
Citadel Advisors LLC
N/A—69,577-69,577-100%$1.5M———
Old Mission Capital LLC
N/A—54,513-54,513-100%$1.2M———
Summitry LLC
N/A—53,125-53,125-100%$1.2M———
BFC Planning, Inc.
N/A—52,681-52,681-100%$1.1M———
Farmers National Bank
N/A—49,768-49,768-100%$1.1M———
Madden Advisory Services, Inc.
N/A—47,438-47,438-100%$1.0M———
Gilbert & Cook, Inc.
N/A—44,817-44,817-100%$977.0K———
Integrated Wealth Concepts LLC
N/A—43,045-43,045-100%$938.4K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—41,435-41,435-100%$903.3K———
Equitable Holdings, Inc.
N/A—40,210-40,210-100%$876.6K———
Granite Harbor Advisors, Inc.
N/A—39,742-39,742-100%$866.4K———
Reliant Wealth Planning
N/A—37,677-37,677-100%$821.4K———
Heartland Bank & Trust Co
N/A—35,636-35,636-100%$776.9K———
Baron Silver Stevens Financial Advisors, LLC
N/A—34,859-34,859-100%$759.9K———
Focus Partners Wealth
N/A—33,135-33,135-100%$722.4K———
Quadrature Capital Ltd
N/A—31,997-31,997-100%$697.5K———
Dearborn Partners LLC
N/A—31,413-31,413-100%$684.8K———
Stokes Family Office, LLC
N/A—29,250-29,250-100%$637.7K———
Advisory Services Network, LLC
N/A—27,609-27,609-100%$601.9K———
Global Retirement Partners, LLC
N/A—26,971-26,971-100%$588.0K———
Dorsey & Whitney Trust Co LLC
N/A—26,000-26,000-100%$566.8K———
Van Hulzen Asset Management, LLC
N/A—25,541-25,541-100%$556.8K———
MidFirst Bank
N/A—23,298-23,298-100%$507.9K———
Private Advisor Group, LLC
N/A—23,203-23,203-100%$505.8K———
MML Investors Services, LLC
N/A—22,877-22,877-100%$498.7K———
Baird Financial Group, Inc.
N/A—22,451-22,451-100%$489.4K———
Fiduciary Financial Advisors
N/A—21,667-21,667-100%$472.3K———
Arkadios Wealth Advisors
N/A—21,464-21,464-100%$467.9K———
Neuberger Berman Group LLC
N/A—21,346-21,346-100%$465.3K———
Mosaic Family Wealth Partners, LLC
N/A—20,287-20,287-100%$442.3K———
Cary Street Partners Financial LLC
N/A—20,279-20,279-100%$442.1K———
Advance Capital Management, Inc.
N/A—18,103-18,103-100%$394.6K———
Mutual Advisors, LLC
N/A—17,594-17,594-100%$383.5K———
American Trust
N/A—17,291-17,291-100%$376.9K———
Banque Cantonale Vaudoise
N/A—17,251-17,251-100%$376.0K———
Summit Trail Advisors, LLC
N/A—16,350-16,350-100%$356.4K———
Element Wealth, LLC
N/A—15,475-15,475-100%$337.4K———
Goldman Sachs Group Inc
N/A—15,108-15,108-100%$329.4K———
Betterment LLC
N/A—11,754-11,754-100%$256.0K———
Cerity Partners LLC
N/A—11,679-11,679-100%$254.6K———
Spreng Capital Management, Inc.
N/A—11,243-11,243-100%$245.1K———
Summit Wealth Partners, LLC
N/A—9,803-9,803-100%$213.7K———
Bogart Wealth, LLC
N/A—9,732-9,732-100%$212.2K———
Scotia Capital Inc.
N/A—9,500-9,500-100%$207.1K———
Steward Partners Investment Advisory, LLC
N/A—9,436-9,436-100%$205.7K———
JPMorgan Chase & Co
N/A—7,177-7,177-100%$156.7K———
National Bank of Canada
N/A—5,313-5,313-100%$115.7K———
AE Wealth Management LLC
N/A—4,718-4,718-100%$102.9K———
CVA Family Office, LLC
N/A—4,565-4,565-100%$99.5K———
Ancora Advisors LLCA
N/A—4,104-4,104-100%$89.5K———
Ballast Advisors LLC
N/A—3,759-3,759-100%$81.9K———
Truvestments Capital LLC
N/A—3,634-3,634-100%$79.2K———
JDM Financial Group LLC
N/A—3,079-3,079-100%$67.1K———
IMA Advisory Services, Inc.
N/A—2,500-2,500-100%$54.5K———
Bartlett & Co. Wealth Management LLC
N/A—2,000-2,000-100%$43.6K———
FMR LLC
N/A—1,829-1,829-100%$39.9K———
Capital Analysts, LLC
N/A—1,250-1,250-100%$27.0K———
Venturi Wealth Management, LLC
N/A—765-765-100%$16.7K———
Vanguard Advisers Inc
N/A—523-523-100%$11.4K———
Mcguire Capital Advisors Inc
N/A—440-440-100%$9.6K———
Tower Research Capital LLC (TRC)
N/A—311-311-100%$6.8K———
Aventura Private Wealth, LLC
N/A—58-58-100%$1.3K———
Showing 371 of 371 institutions