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Ishares Ibonds DEC 2027 Term (IBTH)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Globalt Investments LLC / GA
DECREASED
Shares2,882,542 from 2,943,106
Change-60,564 (-2%)
Value$64.3M (-$1.5M)
Filed 2026-10-27
LPL Financial LLC
INCREASED
Shares2,324,278 from 1,921,980
Change+402,298 (+21%)
Value$51.9M (+$8.9M)
Filed 2026-11-06
Brookstone Capital Management
INCREASED
Shares1,694,622 from 1,669,909
Change+24,713 (+1%)
Value$37.8M (+$468.1K)
Filed 2026-10-22
Connecticut Wealth Management, LLC
INCREASED
Shares1,625,542 from 1,433,973
Change+191,569 (+13%)
Value$36.3M (+$4.2M)
Filed 2026-10-13
Financial Advisory Corp
INCREASED
Shares1,426,834 from 1,331,948
Change+94,886 (+7%)
Value$31.8M (+$2.1M)
Filed 2026-10-14
Swmg, LLC
NEW
Shares1,417,277
Change+1,417,277
Value$31.6M
Filed 2026-10-23
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares934,872 from 980,870
Change-45,998 (-5%)
Value$20.9M (-$1.1M)
Filed 2026-10-14
Fulton Bank, N.A.
INCREASED
Shares933,928 from 839,816
Change+94,112 (+11%)
Value$20.8M (+$2.1M)
Filed 2026-10-14
Carnegie Investment Counsel
INCREASED
Shares880,566 from 840,789
Change+39,777 (+5%)
Value$19.7M (+$845.8K)
Filed 2026-10-20
Capital Investment Advisors, LLC
DECREASED
Shares867,743 from 891,306
Change-23,563 (-3%)
Value$19.4M (-$570.5K)
Filed 2026-10-22
MKT Advisors LLC
INCREASED
Shares843,063 from 840,464
Change+2,599 (+0%)
Value$18.8M (+$28.5K)
Filed 2026-10-20
Journey Advisory Group, LLC
DECREASED
Shares821,832 from 853,470
Change-31,638 (-4%)
Value$18.3M (-$748.8K)
Filed 2026-11-04
Asset Advisors Investment Management, LLC
INCREASED
Shares819,948 from 749,601
Change+70,347 (+9%)
Value$18.3M (+$1.5M)
Filed 2026-10-19
Denver PWM, LLC
DECREASED
Shares799,222 from 820,926
Change-21,704 (-3%)
Value$17.8M (-$521.4K)
Filed 2026-10-22
BIP Wealth, LLC
INCREASED
Shares672,802 from 666,092
Change+6,710 (+1%)
Value$15.0M (+$116.5K)
Filed 2026-10-22
Parallel Advisors, LLC
INCREASED
Shares601,963 from 133,053
Change+468,910 (+352%)
Value$13.4M (+$10.5M)
Filed 2026-11-03
MV Capital Management, Inc.
DECREASED
Shares601,771 from 603,080
Change-1,309 (0%)
Value$13.4M (-$59.4K)
Filed 2026-10-29
Krilogy Financial LLC
DECREASED
Shares582,136 from 627,252
Change-45,116 (-7%)
Value$13.0M (-$1.1M)
Filed 2026-10-13
Titleist Asset Management, LLC
DECREASED
Shares568,376 from 732,064
Change-163,688 (-22%)
Value$12.7M (-$3.7M)
Filed 2026-10-08
Thrivent Financial for Lutherans
DECREASED
Shares520,533 from 559,196
Change-38,663 (-7%)
Value$11.6M (-$915.0K)
Filed 2026-11-05
Shelton Wealth Management, LLC
INCREASED
Shares512,366 from 486,876
Change+25,490 (+5%)
Value$11.4M (+$544.6K)
Filed 2026-10-16
Rebalance, LLC
INCREASED
Shares486,882 from 299,656
Change+187,226 (+62%)
Value$10.9M (+$4.2M)
Filed 2026-10-22
McGuire Investment Group, LLC
INCREASED
Shares473,155 from 451,068
Change+22,087 (+5%)
Value$10.6M (+$470.4K)
Filed 2026-10-23
Apella Capital, LLC
INCREASED
Shares454,263 from 440,843
Change+13,420 (+3%)
Value$10.1M (+$288.1K)
Filed 2026-10-08
Commonwealth Equity Services, LLC
INCREASED
Shares437,950 from 401,407
Change+36,543 (+9%)
Value$9.8M (+$795.6K)
Filed 2026-11-02
Chatham Capital Group, Inc.
INCREASED
Shares420,901 from 410,436
Change+10,465 (+3%)
Value$9.4M (+$213.1K)
Filed 2026-10-16
Flavin Financial Services, Inc.
INCREASED
Shares399,961 from 322,566
Change+77,395 (+24%)
Value$8.9M (+$1.7M)
Filed 2026-10-21
Midwest Professional Planners, Ltd.
INCREASED
Shares385,083 from 313,050
Change+72,033 (+23%)
Value$8.6M (+$1.6M)
Filed 2026-10-29
Delta Wealth Advisors LLC
INCREASED
Shares382,901 from 376,171
Change+6,730 (+2%)
Value$8.5M (+$131.4K)
Filed 2026-10-09
Northstar Group, Inc.
UNCHANGED
Shares347,587 from 347,587
Change0 (0%)
Value$7.8M (-$17.4K)
Filed 2026-11-10
Fagan Associates, Inc.
INCREASED
Shares308,497 from 299,077
Change+9,420 (+3%)
Value$6.9M (+$195.3K)
Filed 2026-10-13
Asset Dedication, LLC
INCREASED
Shares286,726 from 259,757
Change+26,969 (+10%)
Value$6.4M (+$589.0K)
Filed 2026-11-03
Leavell Investment Management, Inc.
DECREASED
Shares252,111 from 259,828
Change-7,717 (-3%)
Value$5.6M (-$185.2K)
Filed 2026-11-09
Gradient Investments LLC
INCREASED
Shares251,359 from 139,414
Change+111,945 (+80%)
Value$5.6M (+$2.5M)
Filed 2026-10-08
Truist Financial Corp
INCREASED
Shares251,098 from 241,746
Change+9,352 (+4%)
Value$5.6M (+$196.7K)
Filed 2026-10-30
Stockman Wealth Management, Inc.
INCREASED
Shares243,159 from 234,473
Change+8,686 (+4%)
Value$5.4M (+$182.1K)
Filed 2026-10-27
Accretive Wealth Partners, LLC
INCREASED
Shares240,569 from 195,308
Change+45,261 (+23%)
Value$5.4M (+$1.0M)
Filed 2026-11-06
D.A. Davidson & Co.
INCREASED
Shares224,821 from 224,438
Change+383 (+0%)
Value$5.0M (-$2.7K)
Filed 2026-10-28
True Private Wealth Advisors
DECREASED
Shares221,130 from 222,052
Change-922 (0%)
Value$4.9M (-$31.7K)
Filed 2026-10-19
Howland Capital Management LLC
INCREASED
Shares210,427 from 141,960
Change+68,467 (+48%)
Value$4.7M (+$1.5M)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares209,202 from 90,429
Change+118,773 (+131%)
Value$4.7M (+$2.6M)
Filed 2026-11-02
Valmark Advisers, Inc.
INCREASED
Shares202,459 from 176,939
Change+25,520 (+14%)
Value$4.5M (+$560.8K)
Filed 2026-11-06
Parkside Financial Bank & Trust
UNCHANGED
Shares200,311 from 200,311
Change0 (0%)
Value$4.5M (-$10.0K)
Filed 2026-10-27
Belpointe Asset Management LLC
DECREASED
Shares197,047 from 227,308
Change-30,261 (-13%)
Value$4.4M (-$686.8K)
Filed 2026-11-09
Atlantic Private Wealth, LLC
DECREASED
Shares196,442 from 197,699
Change-1,257 (-1%)
Value$4.4M (-$37.9K)
Filed 2026-11-09
Central Trust Co
INCREASED
Shares193,672 from 179,261
Change+14,411 (+8%)
Value$4.3M (+$312.7K)
Filed 2026-11-05
Wealth Enhancement Trust Services, Inc.
NEW
Shares180,000
Change+180,000
Value$4.0M
Filed 2026-10-07
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares159,639 from 152,629
Change+7,010 (+5%)
Value$3.6M (+$150.1K)
Filed 2026-10-13
Lantz Financial LLC
INCREASED
Shares159,359 from 153,534
Change+5,825 (+4%)
Value$3.6M (+$122.3K)
Filed 2026-10-15
Ashton Thomas Private Wealth, LLC
INCREASED
Shares153,436 from 149,193
Change+4,243 (+3%)
Value$3.4M (+$87.2K)
Filed 2026-11-03
Signaturefd, LLC
DECREASED
Shares152,743 from 158,606
Change-5,863 (-4%)
Value$3.4M (-$138.8K)
Filed 2026-10-23
Allworth Financial LP
INCREASED
Shares147,933 from 147,253
Change+680 (+0%)
Value$3.3M (+$15.2K)
Filed 2026-11-06
Park Avenue Securities LLC
INCREASED
Shares142,840 from 141,398
Change+1,442 (+1%)
Value$3.2M (+$25.0K)
Filed 2026-10-26
Cornerstone Planning, LLC
INCREASED
Shares141,723 from 140,835
Change+888 (+1%)
Value$3.2M (+$18.1K)
Filed 2026-10-27
Legacy Private Trust Co.
DECREASED
Shares138,347 from 170,928
Change-32,581 (-19%)
Value$3.1M (-$735.8K)
Filed 2026-10-06
Old Port Advisors
DECREASED
Shares132,564 from 147,267
Change-14,703 (-10%)
Value$3.0M (-$335.5K)
Filed 2026-10-23
Atria Investments, Inc
INCREASED
Shares131,323 from 119,908
Change+11,415 (+10%)
Value$2.9M (+$248.8K)
Filed 2026-10-15
HighTower Advisors, LLC
DECREASED
Shares129,348 from 166,071
Change-36,723 (-22%)
Value$2.9M (-$828.0K)
Filed 2026-11-10
Centennial Advisors, LLC
DECREASED
Shares116,821 from 118,022
Change-1,201 (-1%)
Value$2.6M (-$32.7K)
Filed 2026-10-21
Hughes Financial Services, LLC
INCREASED
Shares112,180 from 102,916
Change+9,264 (+9%)
Value$2.5M (+$203.3K)
Filed 2026-10-30
JIM Saulnier & Associates, LLC
INCREASED
Shares105,059 from 98,664
Change+6,395 (+6%)
Value$2.3M (+$137.8K)
Filed 2026-11-04
KOM Wealth Management Group, LLC
DECREASED
Shares101,328 from 102,696
Change-1,368 (-1%)
Value$2.3M (-$35.7K)
Filed 2026-10-15
Gould Asset Management LLC
INCREASED
Shares99,185 from 96,560
Change+2,625 (+3%)
Value$2.2M (+$53.8K)
Filed 2026-11-06
Montecito Bank & Trust
INCREASED
Shares95,145 from 90,935
Change+4,210 (+5%)
Value$2.1M (+$89.4K)
Filed 2026-10-01
IFP Advisors, Inc
INCREASED
Shares91,031 from 88,883
Change+2,148 (+2%)
Value$2.0M (+$43.5K)
Filed 2026-10-16
TFR Capital, Llc.
DECREASED
Shares90,348 from 102,404
Change-12,056 (-12%)
Value$2.0M (-$274.2K)
Filed 2026-11-09
Mechanics Bank Trust Department
DECREASED
Shares89,283 from 103,000
Change-13,717 (-13%)
Value$2.0M (-$311.3K)
Filed 2026-10-13
NewSquare Capital LLC
INCREASED
Shares88,311 from 52,080
Change+36,231 (+70%)
Value$2.0M (+$806.1K)
Filed 2026-11-06
Associated Banc-Corp
INCREASED
Shares87,060 from 86,818
Change+242 (+0%)
Value$1.9M (+$1.1K)
Filed 2026-10-30
Evexia Wealth LLC
INCREASED
Shares86,266 from 83,507
Change+2,759 (+3%)
Value$1.9M (+$64.1K)
Filed 2026-11-05
True Link Financial Advisors, LLC
NEW
Shares84,821
Change+84,821
Value$1.9M
Filed 2026-10-27
Creative Planning
DECREASED
Shares78,873 from 94,283
Change-15,410 (-16%)
Value$1.8M (-$348.7K)
Filed 2026-11-02
Modera Wealth Management, LLC
INCREASED
Shares78,700 from 76,908
Change+1,792 (+2%)
Value$1.8M (+$36.2K)
Filed 2026-10-28
Scissortail Wealth Management, LLC
INCREASED
Shares76,070 from 75,463
Change+607 (+1%)
Value$1.7M (+$9.8K)
Filed 2026-11-03
Choreo, LLC
NEW
Shares75,791
Change+75,791
Value$1.7M
Filed 2026-10-28
Phillips Financial Management, LLC
INCREASED
Shares74,005 from 38,682
Change+35,323 (+91%)
Value$1.7M (+$786.5K)
Filed 2026-10-19
KFG Wealth Management, LLC
INCREASED
Shares73,498 from 73,356
Change+142 (+0%)
Value$1.6M (-$486)
Filed 2026-10-16
Barrett & Company, Inc.
INCREASED
Shares71,977 from 46,370
Change+25,607 (+55%)
Value$1.6M (+$569.2K)
Filed 2026-10-22
Foundry Financial Group, Inc.
DECREASED
Shares71,360 from 75,426
Change-4,066 (-5%)
Value$1.6M (-$94.5K)
Filed 2026-10-28
MGO One Seven LLC
DECREASED
Shares68,682 from 70,896
Change-2,214 (-3%)
Value$1.5M (-$53.0K)
Filed 2026-10-28
Klaas Financial Asset Advisors, LLC
DECREASED
Shares68,421 from 68,473
Change-52 (0%)
Value$1.5M (-$4.6K)
Filed 2026-10-19
Great Diamond Partners, LLC
INCREASED
Shares68,371 from 58,293
Change+10,078 (+17%)
Value$1.5M (+$222.0K)
Filed 2026-10-13
Cannon Financial Strategists, Inc.
INCREASED
Shares65,054 from 64,967
Change+87 (+0%)
Value$1.5M (-$1.3K)
Filed 2026-10-19
Compass Ion Advisors, LLC
UNCHANGED
Shares64,355 from 64,355
Change0 (0%)
Value$1.4M (-$3.2K)
Filed 2026-10-23
Leo Wealth, LLC
NEW
Shares61,466
Change+61,466
Value$1.4M
Filed 2026-10-26
Merit Financial Group, LLC
DECREASED
Shares61,248 from 712,385
Change-651,137 (-91%)
Value$1.4M (-$14.6M)
Filed 2026-11-06
Kestra Advisory Services, LLC
INCREASED
Shares60,493 from 56,662
Change+3,831 (+7%)
Value$1.4M (+$82.7K)
Filed 2026-11-02
Avantax Planning Partners, Inc.
UNCHANGED
Shares59,884 from 59,884
Change0 (0%)
Value$1.3M (-$3.0K)
Filed 2026-11-03
Riverchase Wealth Management, LLC
INCREASED
Shares58,278 from 48,669
Change+9,609 (+20%)
Value$1.3M (+$212.0K)
Filed 2026-10-28
Rossmore Private Capital
INCREASED
Shares55,422 from 43,425
Change+11,997 (+28%)
Value$1.2M (+$265.6K)
Filed 2026-10-27
Community Financial Services Group, LLC
INCREASED
Shares54,935 from 9,932
Change+45,003 (+453%)
Value$1.2M (+$1.0M)
Filed 2026-10-15
Kestra Private Wealth Services, LLC
INCREASED
Shares52,650 from 37,775
Change+14,875 (+39%)
Value$1.2M (+$330.1K)
Filed 2026-11-06
Thoroughbred Financial Services, LLC
DECREASED
Shares51,187 from 93,358
Change-42,171 (-45%)
Value$1.1M (-$946.0K)
Filed 2026-11-09
Horizons Wealth Management
NEW
Shares50,986
Change+50,986
Value$1.1M
Filed 2026-10-05
Bailard, Inc.
NEW
Shares50,870
Change+50,870
Value$1.1M
Filed 2026-10-13
Nvwm, LLC
NEW
Shares50,511
Change+50,511
Value$1.1M
Filed 2026-10-14
Woodley Farra Manion Portfolio Management Inc
INCREASED
Shares49,867 from 40,209
Change+9,658 (+24%)
Value$1.1M (+$213.6K)
Filed 2026-11-05
4J Wealth Management LLC
INCREASED
Shares47,754 from 42,483
Change+5,271 (+12%)
Value$1.1M (+$115.5K)
Filed 2026-11-02
Lido Advisors, LLC
DECREASED
Shares47,648 from 53,788
Change-6,140 (-11%)
Value$1.1M (-$139.8K)
Filed 2026-11-04
Davenport & Co LLC
DECREASED
Shares47,357 from 48,226
Change-869 (-2%)
Value$1.1M (-$21.8K)
Filed 2026-10-14
Simplicity Wealth,LLC
INCREASED
Shares47,256 from 36,175
Change+11,081 (+31%)
Value$1.1M (+$245.5K)
Filed 2026-10-23
Straight Path Wealth Management
INCREASED
Shares46,551 from 44,058
Change+2,493 (+6%)
Value$1.0M (+$53.4K)
Filed 2026-10-23
Probity Advisors, Inc.
DECREASED
Shares43,936 from 85,596
Change-41,660 (-49%)
Value$980.7K (-$934.1K)
Filed 2026-10-23
Moulton Wealth Management, Inc
DECREASED
Shares42,990 from 43,462
Change-472 (-1%)
Value$957.4K (-$11.4K)
Filed 2026-10-13
Prosperity Planning, Inc.
INCREASED
Shares41,311 from 30,928
Change+10,383 (+34%)
Value$922.1K (+$230.2K)
Filed 2026-10-09
Apollon Wealth Management, LLC
INCREASED
Shares40,035 from 39,161
Change+874 (+2%)
Value$893.6K (+$17.5K)
Filed 2026-10-23
Dudley Capital Management, LLC
UNCHANGED
Shares39,325 from 39,325
Change0 (0%)
Value$877.7K (-$2.0K)
Filed 2026-10-23
King Luther Capital Management Corp
UNCHANGED
Shares39,255 from 39,255
Change0 (0%)
Value$876.2K (-$2.0K)
Filed 2026-11-05
Ellis Investment Partners, LLC
INCREASED
Shares38,524 from 37,690
Change+834 (+2%)
Value$859.9K (+$16.7K)
Filed 2026-10-21
Physician Wealth Advisors, Inc.
INCREASED
Shares37,506 from 29,856
Change+7,650 (+26%)
Value$837.1K (+$169.3K)
Filed 2026-10-20
Money Concepts Capital Corp
INCREASED
Shares37,444 from 28,215
Change+9,229 (+33%)
Value$835.8K (+$204.6K)
Filed 2026-11-06
Farther Finance Advisors, LLC
INCREASED
Shares37,239 from 36,559
Change+680 (+2%)
Value$831.2K (+$13.3K)
Filed 2026-10-08
Duncker Streett & Co Inc
INCREASED
Shares36,787 from 36,446
Change+341 (+1%)
Value$821.1K (+$5.8K)
Filed 2026-10-27
Mission Wealth Management, LP
DECREASED
Shares35,181 from 36,332
Change-1,151 (-3%)
Value$785.2K (-$27.5K)
Filed 2026-10-15
Chris Bulman Inc
DECREASED
Shares33,973 from 34,877
Change-904 (-3%)
Value$758.3K (-$21.9K)
Filed 2026-10-20
Coldstream Capital Management Inc
UNCHANGED
Shares32,284 from 32,284
Change0 (0%)
Value$720.6K (-$1.6K)
Filed 2026-11-09
TFO Wealth Partners, LLC
NEW
Shares31,381
Change+31,381
Value$700.4K
Filed 2026-11-09
Mesirow Financial Investment Management, Inc.
INCREASED
Shares31,129 from 31,087
Change+42 (+0%)
Value$694.8K (-$606)
Filed 2026-11-05
Avidian Wealth Enterprises, LLC
INCREASED
Shares29,716 from 22,100
Change+7,616 (+34%)
Value$663.3K (+$168.9K)
Filed 2026-10-08
Harbour Investments, Inc.
INCREASED
Shares28,447 from 28,124
Change+323 (+1%)
Value$634.9K (+$5.8K)
Filed 2026-11-09
Koshinski Asset Management, Inc.
NEW
Shares27,523
Change+27,523
Value$614.3K
Filed 2026-10-29
Blake Schutter Theil Wealth Advisors, LLC
UNCHANGED
Shares27,039 from 27,039
Change0 (0%)
Value$603.5K (-$1.4K)
Filed 2026-11-02
Conrad Siegel Investment Advisors, Inc.
DECREASED
Shares26,998 from 27,022
Change-24 (0%)
Value$602.6K (-$1.9K)
Filed 2026-10-08
Schmidt P J Investment Management Inc
INCREASED
Shares26,472 from 10,913
Change+15,559 (+143%)
Value$590.8K (+$346.7K)
Filed 2026-11-02
Chesley Taft & Associates LLC
INCREASED
Shares26,400 from 23,000
Change+3,400 (+15%)
Value$589.2K (+$74.7K)
Filed 2026-10-13
Essential Planning, Llc.
INCREASED
Shares26,018 from 25,888
Change+130 (+1%)
Value$580.7K (+$1.6K)
Filed 2026-10-21
Spectrum Asset Management, Inc. (NB )
INCREASED
Shares25,856 from 25,605
Change+251 (+1%)
Value$577.1K (+$4.3K)
Filed 2026-10-19
Focused Wealth Management, Inc
INCREASED
Shares25,695 from 24,992
Change+703 (+3%)
Value$573.5K (+$14.4K)
Filed 2026-10-30
PNC Financial Services Group, Inc.
UNCHANGED
Shares24,246 from 24,246
Change0 (0%)
Value$541.2K (-$1.2K)
Filed 2026-11-06
Stonebridge Financial Group, LLC
INCREASED
Shares23,917 from 23,457
Change+460 (+2%)
Value$533.8K (+$9.1K)
Filed 2026-10-01
Mlp3, LLC
INCREASED
Shares23,876 from 14,946
Change+8,930 (+60%)
Value$532.9K (+$198.6K)
Filed 2026-10-22
Meyer Handelman Co
NEW
Shares23,729
Change+23,729
Value$529.6K
Filed 2026-10-28
Cambridge Financial Group, LLC
UNCHANGED
Shares23,712 from 23,712
Change0 (0%)
Value$530.4K ($0)
Filed 2026-10-06
Tableaux LLC
DECREASED
Shares23,525 from 26,674
Change-3,149 (-12%)
Value$525.1K (-$71.6K)
Filed 2026-10-23
Pinnacle Bancorp, Inc.
DECREASED
Shares23,375 from 27,865
Change-4,490 (-16%)
Value$521.7K (-$101.6K)
Filed 2026-10-21
Raab & Moskowitz Asset Management LLC
INCREASED
Shares23,314 from 22,244
Change+1,070 (+5%)
Value$520.4K (+$22.8K)
Filed 2026-11-02
Beacon Financial Planning, Inc
INCREASED
Shares22,233 from 22,106
Change+127 (+1%)
Value$496.3K (+$1.7K)
Filed 2026-11-04
Jacobi Capital Management LLC
INCREASED
Shares20,215 from 20,088
Change+127 (+1%)
Value$451.2K (+$1.8K)
Filed 2026-11-05
KPP Advisory Services LLC
INCREASED
Shares20,000 from 14,240
Change+5,760 (+40%)
Value$446.4K (+$127.9K)
Filed 2026-10-26
Churchill Financial Advisors, LLC
INCREASED
Shares19,972 from 19,686
Change+286 (+1%)
Value$445.8K (+$5.4K)
Filed 2026-10-20
Walleye Partners, LLC
INCREASED
Shares19,853 from 19,793
Change+60 (+0%)
Value$443.1K (+$369)
Filed 2026-10-13
Cornerstone Wealth Group, LLC
NEW
Shares19,770
Change+19,770
Value$441.3K
Filed 2026-11-02
Visionary Wealth Advisors
DECREASED
Shares18,596 from 19,139
Change-543 (-3%)
Value$415.1K (-$13.1K)
Filed 2026-11-04
McLean Asset Management Corp
NEW
Shares18,067
Change+18,067
Value$403.0K
Filed 2026-11-06
Nottingham Advisors, Inc.
UNCHANGED
Shares17,000 from 17,000
Change0 (0%)
Value$378.6K (-$1.5K)
Filed 2026-10-29
Kestra Investment Management, LLC
INCREASED
Shares16,435 from 16,433
Change+2 (+0%)
Value$366.8K (-$784)
Filed 2026-11-04
Smithbridge Asset Management Inc
UNCHANGED
Shares16,400 from 16,400
Change0 (0%)
Value$366.0K (-$820)
Filed 2026-10-19
DecisionMap Wealth Management, LLC
UNCHANGED
Shares16,111 from 16,111
Change0 (0%)
Value$359.6K (-$805)
Filed 2026-10-29
CFS Investment Advisory Services, LLC
DECREASED
Shares16,093 from 17,128
Change-1,035 (-6%)
Value$358.5K (-$23.8K)
Filed 2026-10-19
Prime Capital Investment Advisors, LLC
DECREASED
Shares15,880 from 17,605
Change-1,725 (-10%)
Value$354.4K (-$39.4K)
Filed 2026-10-20
Opus Capital Group, LLC
UNCHANGED
Shares15,782 from 15,782
Change0 (0%)
Value$352.0K (-$1.0K)
Filed 2026-10-30
Towne Trust Company, N.a
INCREASED
Shares15,670 from 14,570
Change+1,100 (+8%)
Value$349.8K (+$23.8K)
Filed 2026-10-28
XY Planning Network, Inc.
INCREASED
Shares15,449 from 12,260
Change+3,189 (+26%)
Value$344.8K (+$70.6K)
Filed 2026-10-14
Trinity Wealth Management, LLC
UNCHANGED
Shares15,152 from 15,152
Change0 (0%)
Value$338.2K (-$757)
Filed 2026-10-13
Paladin Wealth, LLC
NEW
Shares15,007
Change+15,007
Value$335.0K
Filed 2026-10-23
High Note Wealth, LLC
DECREASED
Shares14,871 from 16,206
Change-1,335 (-8%)
Value$331.9K (-$30.6K)
Filed 2026-10-27
Midland Wealth Advisors, LLC
NEW
Shares14,812
Change+14,812
Value$330.6K
Filed 2026-10-26
Keeler Thomas Management LLC
INCREASED
Shares14,801 from 13,635
Change+1,166 (+9%)
Value$330.4K (+$25.3K)
Filed 2026-10-29
Single Point Partners, LLC
NEW
Shares14,703
Change+14,703
Value$328.2K
Filed 2026-10-19
Cascade Investment Group, Inc.
NEW
Shares14,509
Change+14,509
Value$323.8K
Filed 2026-10-13
Milestone Asset Management, LLC
INCREASED
Shares13,611 from 12,812
Change+799 (+6%)
Value$303.8K (+$17.2K)
Filed 2026-10-15
Alessandra Capital Management, LLC
UNCHANGED
Shares13,500 from 13,500
Change0 (0%)
Value$301.3K (-$675)
Filed 2026-10-30
Level Four Advisory Services, LLC
INCREASED
Shares13,151 from 12,751
Change+400 (+3%)
Value$293.5K (+$8.3K)
Filed 2026-11-06
Yoder Wealth Management, Inc.
DECREASED
Shares13,000 from 14,600
Change-1,600 (-11%)
Value$290.2K (-$36.4K)
Filed 2026-10-13
Moneco Advisors, LLC
UNCHANGED
Shares12,942 from 12,942
Change0 (0%)
Value$288.9K (-$648)
Filed 2026-11-05
Blue Square Asset Management, LLC
INCREASED
Shares12,723 from 11,593
Change+1,130 (+10%)
Value$284.0K (+$24.6K)
Filed 2026-11-02
Alamar Capital Management, LLC
UNCHANGED
Shares12,700 from 12,700
Change0 (0%)
Value$283.5K (-$635)
Filed 2026-11-02
Washington Trust Co
UNCHANGED
Shares12,294 from 12,294
Change0 (0%)
Value$274.4K (-$615)
Filed 2026-10-22
Prospera Financial Services Inc
DECREASED
Shares11,964 from 13,590
Change-1,626 (-12%)
Value$267.5K (-$36.6K)
Filed 2026-11-04
Old Mission Investment Co LLC
INCREASED
Shares11,494 from 11,139
Change+355 (+3%)
Value$256.5K (+$7.4K)
Filed 2026-10-22
Atwater Malick LLC
UNCHANGED
Shares11,480 from 11,480
Change0 (0%)
Value$256.2K (-$574)
Filed 2026-10-15
Highland Financial Advisors, LLC
UNCHANGED
Shares11,306 from 11,306
Change0 (0%)
Value$252.4K (-$565)
Filed 2026-10-19
Beese Fulmer Investment Management, Inc.
DECREASED
Shares11,283 from 11,374
Change-91 (-1%)
Value$251.8K (-$2.6K)
Filed 2026-10-23
Aspen Private Advisors, LLC
NEW
Shares11,250
Change+11,250
Value$251.1K
Filed 2026-10-27
Decker Wealth Management LLC
UNCHANGED
Shares11,174 from 11,174
Change0 (0%)
Value$249.4K (-$558)
Filed 2026-10-09
River Street Advisors LLC
NEW
Shares11,128
Change+11,128
Value$248.4K
Filed 2026-10-22
Mascoma Wealth Management LLC
UNCHANGED
Shares11,028 from 11,028
Change0 (0%)
Value$246.1K (-$551)
Filed 2026-10-23
Resonant Capital Advisors, LLC
UNCHANGED
Shares11,009 from 11,009
Change0 (0%)
Value$245.7K (-$550)
Filed 2026-10-15
Commonwealth Financial Services, LLC
DECREASED
Shares10,970 from 11,187
Change-217 (-2%)
Value$244.9K (-$5.4K)
Filed 2026-10-20
White Lighthouse Investment Management Inc.
NEW
Shares10,949
Change+10,949
Value$244.4K
Filed 2026-10-21
Fifth Third Bancorp
DECREASED
Shares10,807 from 11,500
Change-693 (-6%)
Value$241.2K (-$16.0K)
Filed 2026-11-05
Guidance Point Advisors, LLC
INCREASED
Shares10,710 from 10,699
Change+11 (+0%)
Value$239.0K (-$291)
Filed 2026-10-15
IFG Advisory, LLC
INCREASED
Shares10,598 from 10,536
Change+62 (+1%)
Value$236.5K (+$868)
Filed 2026-11-09
Independent Financial Group, LLC
NEW
Shares10,227
Change+10,227
Value$228.3K
Filed 2026-10-13
Autumn Glory Partners, LLC
DECREASED
Shares10,135 from 16,203
Change-6,068 (-37%)
Value$226.2K (-$136.3K)
Filed 2026-10-26
Mattern Capital Management, LLC
UNCHANGED
Shares10,100 from 10,100
Change0 (0%)
Value$225.4K (-$505)
Filed 2026-11-02
Carmel Capital Partners, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$223.2K (-$500)
Filed 2026-11-03
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares9,875 from 9,875
Change0 (0%)
Value$220.4K (-$494)
Filed 2026-10-15
Walser Wealth Management Company, A Ltd Liability Co
NEW
Shares9,376
Change+9,376
Value$209.3K
Filed 2026-10-15
Summit Financial Strategies, Inc.
NEW
Shares8,971
Change+8,971
Value$200.2K
Filed 2026-10-14
Trust Co
DECREASED
Shares8,534 from 10,193
Change-1,659 (-16%)
Value$190.5K (-$37.5K)
Filed 2026-10-09
Clearstead Trust, LLC
INCREASED
Shares7,900 from 2,045
Change+5,855 (+286%)
Value$176.3K (+$130.6K)
Filed 2026-11-06
Peck Wealth Management, LLC
NEW
Shares7,150
Change+7,150
Value$159.6K
Filed 2026-10-29
Concord Wealth Partners
NEW
Shares6,904
Change+6,904
Value$154.1K
Filed 2026-11-02
Montag A & Associates Inc
UNCHANGED
Shares5,638 from 5,638
Change0 (0%)
Value$125.8K (-$282)
Filed 2026-10-29
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$111.6K (-$250)
Filed 2026-10-23
Key FInancial Inc
UNCHANGED
Shares4,835 from 4,835
Change0 (0%)
Value$107.9K (-$242)
Filed 2026-11-02
CNB Bank
UNCHANGED
Shares4,174 from 4,174
Change0 (0%)
Value$93.2K (-$209)
Filed 2026-11-09
Costello Asset Management, Inc
INCREASED
Shares4,016 from 3,979
Change+37 (+1%)
Value$89.6K (+$631)
Filed 2026-10-30
Harbor Investment Advisory, LLC
UNCHANGED
Shares3,555 from 3,555
Change0 (0%)
Value$79.3K (-$177)
Filed 2026-10-13
Spire Wealth Management
UNCHANGED
Shares3,328 from 3,328
Change0 (0%)
Value$74.3K (-$166)
Filed 2026-10-30
NBH Bank
UNCHANGED
Shares2,747 from 2,747
Change0 (0%)
Value$61.3K (-$137)
Filed 2026-11-05
Hara Capital LLC
DECREASED
Shares2,510 from 4,215
Change-1,705 (-40%)
Value$56.0K (-$38.3K)
Filed 2026-10-30
Blue Trust, Inc.
INCREASED
Shares2,423 from 2,288
Change+135 (+6%)
Value$54.1K (+$2.9K)
Filed 2026-10-15
Bessemer Group Inc
NEW
Shares2,382
Change+2,382
Value$53.0K
Filed 2026-11-09
US Bancorp \de\
UNCHANGED
Shares2,371 from 2,371
Change0 (0%)
Value$52.9K (-$118)
Filed 2026-11-05
Bank of Montreal
INCREASED
Shares1,745 from 1,729
Change+16 (+1%)
Value$39.0K (+$275)
Filed 2026-11-09
Washington Trust Advisors, Inc.
NEW
Shares1,432
Change+1,432
Value$32.0K
Filed 2026-10-22
Laurel Wealth Advisors LLC
NEW
Shares1,350
Change+1,350
Value$30.1K
Filed 2026-10-27
Geneos Wealth Management Inc.
NEW
Shares1,344
Change+1,344
Value$30.0K
Filed 2026-11-09
Princeton Global Asset Management LLC
UNCHANGED
Shares1,335 from 1,335
Change0 (0%)
Value$29.8K (-$67)
Filed 2026-10-21
Clearstead Advisors, LLC
NEW
Shares1,153
Change+1,153
Value$25.7K
Filed 2026-11-06
Balentine LLC
INCREASED
Shares1,131 from 1,124
Change+7 (+1%)
Value$25.2K (+$101)
Filed 2026-11-03
Ascentis Independent Advisors
NEW
Shares1,000
Change+1,000
Value$22.3K
Filed 2026-11-03
CoreCap Advisors, LLC
UNCHANGED
Shares973 from 973
Change0 (0%)
Value$21.7K (-$49)
Filed 2026-10-08
Clayton Financial Group LLC
NEW
Shares946
Change+946
Value$21.1K
Filed 2026-10-13
Robbins Farley
UNCHANGED
Shares904 from 904
Change0 (0%)
Value$20.2K (-$45)
Filed 2026-10-21
First Premier Bank
UNCHANGED
Shares773 from 773
Change0 (0%)
Value$17 ($0)
Filed 2026-10-13
Oakworth Capital, Inc.
UNCHANGED
Shares699 from 699
Change0 (0%)
Value$15.6K (+$18)
Filed 2026-10-26
J. R. Prunier Capital Management LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$13.4K (-$30)
Filed 2026-11-09
Gilpin Wealth Management, LLC
UNCHANGED
Shares377 from 377
Change0 (0%)
Value$8.4K (-$19)
Filed 2026-10-09
Signature Equity Partners, LLC
NEW
Shares340
Change+340
Value$7.6K
Filed 2026-10-29
Hyposwiss Advisors SA
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$6.7K (-$15)
Filed 2026-10-26
First Bancorp, Inc
UNCHANGED
Shares281 from 281
Change0 (0%)
Value$6.3K (-$14)
Filed 2026-10-26
Bank of New Hampshire
NEW
Shares233
Change+233
Value$5.2K
Filed 2026-10-06
Birch Financial Group, LLC
NEW
Shares175
Change+175
Value$3.9K
Filed 2026-10-27
Larson Financial Group LLC
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$1.2K (-$3)
Filed 2026-11-05
SBE LLC DBA Cedar Cove Wealth Partners
CLOSED
Shares0 from 100,519
Change-100,519 (-100%)
Value$0 (-$2.2M)
Filed 2026-10-15
Penobscot Investment Management Company, Inc.
CLOSED
Shares0 from 92,000
Change-92,000 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-26
Trust Point Inc.
CLOSED
Shares0 from 15,281
Change-15,281 (-100%)
Value$0 (-$342.0K)
Filed 2026-10-27
CGN Advisors LLC
CLOSED
Shares0 from 12,260
Change-12,260 (-100%)
Value$0 (-$274.3K)
Filed 2026-10-21
World Equity Group, Inc.
CLOSED
Shares0 from 11,505
Change-11,505 (-100%)
Value$0 (-$257.4K)
Filed 2026-10-14
Alterna Wealth Management, Inc
CLOSED
Shares0 from 10,923
Change-10,923 (-100%)
Value$0 (-$244.3K)
Filed 2026-10-27
International Assets Investment Management, LLC
CLOSED
Shares0 from 8,245
Change-8,245 (-100%)
Value$0 (-$183.8K)
Filed 2026-11-02
MCF Advisors LLC
CLOSED
Shares0 from 2,239
Change-2,239 (-100%)
Value$0 (-$50.1K)
Filed 2026-10-28
BankPlus Trust Department
CLOSED
Shares0 from 1,057
Change-1,057 (-100%)
Value$0 (-$23.6K)
Filed 2026-11-06
Compass Financial Management LLC
CLOSED
Shares0 from 714
Change-714 (-100%)
Value$0 (-$16.0K)
Filed 2026-10-30
SouthState Bank Corp
CLOSED
Shares0 from 486
Change-486 (-100%)
Value$0 (-$10.9K)
Filed 2026-11-09
Lanark Financial, Inc.
CLOSED
Shares0 from 26
Change-26 (-100%)
Value$0 (-$581)
Filed 2026-10-26
HM Payson & Co
N/A
Shares— from 6,611,440
Change-6,611,440 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 4,312,834
Change-4,312,834 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,823,870
Change-3,823,870 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 3,259,854
Change-3,259,854 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 2,688,763
Change-2,688,763 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 2,039,948
Change-2,039,948 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,024,159
Change-2,024,159 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,991,715
Change-1,991,715 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,771,083
Change-1,771,083 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,694,910
Change-1,694,910 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 1,569,360
Change-1,569,360 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,559,602
Change-1,559,602 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 1,548,074
Change-1,548,074 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 1,383,002
Change-1,383,002 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,213,988
Change-1,213,988 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,182,623
Change-1,182,623 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 1,075,530
Change-1,075,530 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 828,598
Change-828,598 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 639,970
Change-639,970 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 608,435
Change-608,435 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 586,420
Change-586,420 (-100%)
Value—
Wealth Management Strategies, Inc.
N/A
Shares— from 564,719
Change-564,719 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 500,585
Change-500,585 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 423,295
Change-423,295 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 375,375
Change-375,375 (-100%)
Value—
Eight 31 Financial, LLC
N/A
Shares— from 363,748
Change-363,748 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 335,892
Change-335,892 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 333,212
Change-333,212 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 329,160
Change-329,160 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 325,758
Change-325,758 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 284,746
Change-284,746 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 281,963
Change-281,963 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 202,090
Change-202,090 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 187,968
Change-187,968 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 173,463
Change-173,463 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 135,043
Change-135,043 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 134,164
Change-134,164 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 133,738
Change-133,738 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 129,201
Change-129,201 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 121,375
Change-121,375 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 112,937
Change-112,937 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 76,204
Change-76,204 (-100%)
Value—
Reliant Wealth Planning
N/A
Shares— from 67,387
Change-67,387 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 66,031
Change-66,031 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 63,566
Change-63,566 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 63,532
Change-63,532 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 57,304
Change-57,304 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 55,200
Change-55,200 (-100%)
Value—
Summitpoint Capital Management
N/A
Shares— from 54,718
Change-54,718 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 51,319
Change-51,319 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 50,833
Change-50,833 (-100%)
Value—
SkyView Investment Advisors, LLC
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 45,912
Change-45,912 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 45,757
Change-45,757 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 43,383
Change-43,383 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 42,204
Change-42,204 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 40,050
Change-40,050 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 31,891
Change-31,891 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 31,617
Change-31,617 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 31,516
Change-31,516 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 31,494
Change-31,494 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 31,212
Change-31,212 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 30,761
Change-30,761 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 29,035
Change-29,035 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 28,976
Change-28,976 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 28,802
Change-28,802 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 28,503
Change-28,503 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 27,980
Change-27,980 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 27,921
Change-27,921 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 27,801
Change-27,801 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 27,777
Change-27,777 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 27,342
Change-27,342 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 26,992
Change-26,992 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 26,400
Change-26,400 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 25,654
Change-25,654 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 25,590
Change-25,590 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 25,569
Change-25,569 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 22,991
Change-22,991 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 22,261
Change-22,261 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 22,198
Change-22,198 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 22,060
Change-22,060 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 22,025
Change-22,025 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 21,082
Change-21,082 (-100%)
Value—
Black Maple Capital Management LP
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 19,568
Change-19,568 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 18,681
Change-18,681 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 16,503
Change-16,503 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 16,475
Change-16,475 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 15,866
Change-15,866 (-100%)
Value—
Swan Global Investments, LLC
N/A
Shares— from 15,771
Change-15,771 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 15,340
Change-15,340 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 14,150
Change-14,150 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 12,446
Change-12,446 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 12,346
Change-12,346 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 11,515
Change-11,515 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 11,497
Change-11,497 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 9,262
Change-9,262 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 9,252
Change-9,252 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 9,223
Change-9,223 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 9,131
Change-9,131 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 7,282
Change-7,282 (-100%)
Value—
Black Cypress Capital Management, LLC
N/A
Shares— from 6,500
Change-6,500 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 6,237
Change-6,237 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 5,191
Change-5,191 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 3,067
Change-3,067 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,892
Change-2,892 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,825
Change-2,825 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 2,522
Change-2,522 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 2,155
Change-2,155 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 979
Change-979 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 456
Change-456 (-100%)
Value—
FMR LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Globalt Investments LLC / GA
DECREASED2,882,5422,943,106-60,564-2%$65.8M$64.3M-$1.5M2026-10-27
LPL Financial LLC
INCREASED2,324,2781,921,980+402,298+21%$43.0M$51.9M+$8.9M2026-11-06
Brookstone Capital Management
INCREASED1,694,6221,669,909+24,713+1%$37.4M$37.8M+$468.1K2026-10-22
Connecticut Wealth Management, LLC
INCREASED1,625,5421,433,973+191,569+13%$32.1M$36.3M+$4.2M2026-10-13
Financial Advisory Corp
INCREASED1,426,8341,331,948+94,886+7%$29.8M$31.8M+$2.1M2026-10-14
Swmg, LLC
NEW1,417,277—+1,417,277——$31.6M—2026-10-23
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED934,872980,870-45,998-5%$21.9M$20.9M-$1.1M2026-10-14
Fulton Bank, N.A.
INCREASED933,928839,816+94,112+11%$18.8M$20.8M+$2.1M2026-10-14
Carnegie Investment Counsel
INCREASED880,566840,789+39,777+5%$18.8M$19.7M+$845.8K2026-10-20
Capital Investment Advisors, LLC
DECREASED867,743891,306-23,563-3%$19.9M$19.4M-$570.5K2026-10-22
MKT Advisors LLC
INCREASED843,063840,464+2,599+0%$18.8M$18.8M+$28.5K2026-10-20
Journey Advisory Group, LLC
DECREASED821,832853,470-31,638-4%$19.1M$18.3M-$748.8K2026-11-04
Asset Advisors Investment Management, LLC
INCREASED819,948749,601+70,347+9%$16.8M$18.3M+$1.5M2026-10-19
Denver PWM, LLC
DECREASED799,222820,926-21,704-3%$18.4M$17.8M-$521.4K2026-10-22
BIP Wealth, LLC
INCREASED672,802666,092+6,710+1%$14.9M$15.0M+$116.5K2026-10-22
Parallel Advisors, LLC
INCREASED601,963133,053+468,910+352%$3.0M$13.4M+$10.5M2026-11-03
MV Capital Management, Inc.
DECREASED601,771603,080-1,3090%$13.5M$13.4M-$59.4K2026-10-29
Krilogy Financial LLC
DECREASED582,136627,252-45,116-7%$14.0M$13.0M-$1.1M2026-10-13
Titleist Asset Management, LLC
DECREASED568,376732,064-163,688-22%$16.4M$12.7M-$3.7M2026-10-08
Thrivent Financial for Lutherans
DECREASED520,533559,196-38,663-7%$12.5M$11.6M-$915.0K2026-11-05
Shelton Wealth Management, LLC
INCREASED512,366486,876+25,490+5%$10.9M$11.4M+$544.6K2026-10-16
Rebalance, LLC
INCREASED486,882299,656+187,226+62%$6.7M$10.9M+$4.2M2026-10-22
McGuire Investment Group, LLC
INCREASED473,155451,068+22,087+5%$10.1M$10.6M+$470.4K2026-10-23
Apella Capital, LLC
INCREASED454,263440,843+13,420+3%$9.8M$10.1M+$288.1K2026-10-08
Commonwealth Equity Services, LLC
INCREASED437,950401,407+36,543+9%$9.0M$9.8M+$795.6K2026-11-02
Chatham Capital Group, Inc.
INCREASED420,901410,436+10,465+3%$9.2M$9.4M+$213.1K2026-10-16
Flavin Financial Services, Inc.
INCREASED399,961322,566+77,395+24%$7.2M$8.9M+$1.7M2026-10-21
Midwest Professional Planners, Ltd.
INCREASED385,083313,050+72,033+23%$7.0M$8.6M+$1.6M2026-10-29
Delta Wealth Advisors LLC
INCREASED382,901376,171+6,730+2%$8.4M$8.5M+$131.4K2026-10-09
Northstar Group, Inc.
UNCHANGED347,587347,58700%$7.8M$7.8M-$17.4K2026-11-10
Fagan Associates, Inc.
INCREASED308,497299,077+9,420+3%$6.7M$6.9M+$195.3K2026-10-13
Asset Dedication, LLC
INCREASED286,726259,757+26,969+10%$5.8M$6.4M+$589.0K2026-11-03
Leavell Investment Management, Inc.
DECREASED252,111259,828-7,717-3%$5.8M$5.6M-$185.2K2026-11-09
Gradient Investments LLC
INCREASED251,359139,414+111,945+80%$3.1M$5.6M+$2.5M2026-10-08
Truist Financial Corp
INCREASED251,098241,746+9,352+4%$5.4M$5.6M+$196.7K2026-10-30
Stockman Wealth Management, Inc.
INCREASED243,159234,473+8,686+4%$5.2M$5.4M+$182.1K2026-10-27
Accretive Wealth Partners, LLC
INCREASED240,569195,308+45,261+23%$4.4M$5.4M+$1.0M2026-11-06
D.A. Davidson & Co.
INCREASED224,821224,438+383+0%$5.0M$5.0M-$2.7K2026-10-28
True Private Wealth Advisors
DECREASED221,130222,052-9220%$5.0M$4.9M-$31.7K2026-10-19
Howland Capital Management LLC
INCREASED210,427141,960+68,467+48%$3.2M$4.7M+$1.5M2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED209,20290,429+118,773+131%$2.0M$4.7M+$2.6M2026-11-02
Valmark Advisers, Inc.
INCREASED202,459176,939+25,520+14%$4.0M$4.5M+$560.8K2026-11-06
Parkside Financial Bank & Trust
UNCHANGED200,311200,31100%$4.5M$4.5M-$10.0K2026-10-27
Belpointe Asset Management LLC
DECREASED197,047227,308-30,261-13%$5.1M$4.4M-$686.8K2026-11-09
Atlantic Private Wealth, LLC
DECREASED196,442197,699-1,257-1%$4.4M$4.4M-$37.9K2026-11-09
Central Trust Co
INCREASED193,672179,261+14,411+8%$4.0M$4.3M+$312.7K2026-11-05
Wealth Enhancement Trust Services, Inc.
NEW180,000—+180,000——$4.0M—2026-10-07
Wealth Enhancement Advisory Services, LLC
INCREASED159,639152,629+7,010+5%$3.4M$3.6M+$150.1K2026-10-13
Lantz Financial LLC
INCREASED159,359153,534+5,825+4%$3.4M$3.6M+$122.3K2026-10-15
Ashton Thomas Private Wealth, LLC
INCREASED153,436149,193+4,243+3%$3.3M$3.4M+$87.2K2026-11-03
Signaturefd, LLC
DECREASED152,743158,606-5,863-4%$3.5M$3.4M-$138.8K2026-10-23
Allworth Financial LP
INCREASED147,933147,253+680+0%$3.3M$3.3M+$15.2K2026-11-06
Park Avenue Securities LLC
INCREASED142,840141,398+1,442+1%$3.2M$3.2M+$25.0K2026-10-26
Cornerstone Planning, LLC
INCREASED141,723140,835+888+1%$3.2M$3.2M+$18.1K2026-10-27
Legacy Private Trust Co.
DECREASED138,347170,928-32,581-19%$3.8M$3.1M-$735.8K2026-10-06
Old Port Advisors
DECREASED132,564147,267-14,703-10%$3.3M$3.0M-$335.5K2026-10-23
Atria Investments, Inc
INCREASED131,323119,908+11,415+10%$2.7M$2.9M+$248.8K2026-10-15
HighTower Advisors, LLC
DECREASED129,348166,071-36,723-22%$3.7M$2.9M-$828.0K2026-11-10
Centennial Advisors, LLC
DECREASED116,821118,022-1,201-1%$2.6M$2.6M-$32.7K2026-10-21
Hughes Financial Services, LLC
INCREASED112,180102,916+9,264+9%$2.3M$2.5M+$203.3K2026-10-30
JIM Saulnier & Associates, LLC
INCREASED105,05998,664+6,395+6%$2.2M$2.3M+$137.8K2026-11-04
KOM Wealth Management Group, LLC
DECREASED101,328102,696-1,368-1%$2.3M$2.3M-$35.7K2026-10-15
Gould Asset Management LLC
INCREASED99,18596,560+2,625+3%$2.2M$2.2M+$53.8K2026-11-06
Montecito Bank & Trust
INCREASED95,14590,935+4,210+5%$2.0M$2.1M+$89.4K2026-10-01
IFP Advisors, Inc
INCREASED91,03188,883+2,148+2%$2.0M$2.0M+$43.5K2026-10-16
TFR Capital, Llc.
DECREASED90,348102,404-12,056-12%$2.3M$2.0M-$274.2K2026-11-09
Mechanics Bank Trust Department
DECREASED89,283103,000-13,717-13%$2.3M$2.0M-$311.3K2026-10-13
NewSquare Capital LLC
INCREASED88,31152,080+36,231+70%$1.2M$2.0M+$806.1K2026-11-06
Associated Banc-Corp
INCREASED87,06086,818+242+0%$1.9M$1.9M+$1.1K2026-10-30
Evexia Wealth LLC
INCREASED86,26683,507+2,759+3%$1.9M$1.9M+$64.1K2026-11-05
True Link Financial Advisors, LLC
NEW84,821—+84,821——$1.9M—2026-10-27
Creative Planning
DECREASED78,87394,283-15,410-16%$2.1M$1.8M-$348.7K2026-11-02
Modera Wealth Management, LLC
INCREASED78,70076,908+1,792+2%$1.7M$1.8M+$36.2K2026-10-28
Scissortail Wealth Management, LLC
INCREASED76,07075,463+607+1%$1.7M$1.7M+$9.8K2026-11-03
Choreo, LLC
NEW75,791—+75,791——$1.7M—2026-10-28
Phillips Financial Management, LLC
INCREASED74,00538,682+35,323+91%$865.3K$1.7M+$786.5K2026-10-19
KFG Wealth Management, LLC
INCREASED73,49873,356+142+0%$1.6M$1.6M-$4862026-10-16
Barrett & Company, Inc.
INCREASED71,97746,370+25,607+55%$1.0M$1.6M+$569.2K2026-10-22
Foundry Financial Group, Inc.
DECREASED71,36075,426-4,066-5%$1.7M$1.6M-$94.5K2026-10-28
MGO One Seven LLC
DECREASED68,68270,896-2,214-3%$1.6M$1.5M-$53.0K2026-10-28
Klaas Financial Asset Advisors, LLC
DECREASED68,42168,473-520%$1.5M$1.5M-$4.6K2026-10-19
Great Diamond Partners, LLC
INCREASED68,37158,293+10,078+17%$1.3M$1.5M+$222.0K2026-10-13
Cannon Financial Strategists, Inc.
INCREASED65,05464,967+87+0%$1.5M$1.5M-$1.3K2026-10-19
Compass Ion Advisors, LLC
UNCHANGED64,35564,35500%$1.4M$1.4M-$3.2K2026-10-23
Leo Wealth, LLC
NEW61,466—+61,466——$1.4M—2026-10-26
Merit Financial Group, LLC
DECREASED61,248712,385-651,137-91%$15.9M$1.4M-$14.6M2026-11-06
Kestra Advisory Services, LLC
INCREASED60,49356,662+3,831+7%$1.3M$1.4M+$82.7K2026-11-02
Avantax Planning Partners, Inc.
UNCHANGED59,88459,88400%$1.3M$1.3M-$3.0K2026-11-03
Riverchase Wealth Management, LLC
INCREASED58,27848,669+9,609+20%$1.1M$1.3M+$212.0K2026-10-28
Rossmore Private Capital
INCREASED55,42243,425+11,997+28%$971.4K$1.2M+$265.6K2026-10-27
Community Financial Services Group, LLC
INCREASED54,9359,932+45,003+453%$221.4K$1.2M+$1.0M2026-10-15
Kestra Private Wealth Services, LLC
INCREASED52,65037,775+14,875+39%$845.0K$1.2M+$330.1K2026-11-06
Thoroughbred Financial Services, LLC
DECREASED51,18793,358-42,171-45%$2.1M$1.1M-$946.0K2026-11-09
Horizons Wealth Management
NEW50,986—+50,986——$1.1M—2026-10-05
Bailard, Inc.
NEW50,870—+50,870——$1.1M—2026-10-13
Nvwm, LLC
NEW50,511—+50,511——$1.1M—2026-10-14
Woodley Farra Manion Portfolio Management Inc
INCREASED49,86740,209+9,658+24%$899.5K$1.1M+$213.6K2026-11-05
4J Wealth Management LLC
INCREASED47,75442,483+5,271+12%$950.3K$1.1M+$115.5K2026-11-02
Lido Advisors, LLC
DECREASED47,64853,788-6,140-11%$1.2M$1.1M-$139.8K2026-11-04
Davenport & Co LLC
DECREASED47,35748,226-869-2%$1.1M$1.1M-$21.8K2026-10-14
Simplicity Wealth,LLC
INCREASED47,25636,175+11,081+31%$809.2K$1.1M+$245.5K2026-10-23
Straight Path Wealth Management
INCREASED46,55144,058+2,493+6%$985.6K$1.0M+$53.4K2026-10-23
Probity Advisors, Inc.
DECREASED43,93685,596-41,660-49%$1.9M$980.7K-$934.1K2026-10-23
Moulton Wealth Management, Inc
DECREASED42,99043,462-472-1%$968.8K$957.4K-$11.4K2026-10-13
Prosperity Planning, Inc.
INCREASED41,31130,928+10,383+34%$691.9K$922.1K+$230.2K2026-10-09
Apollon Wealth Management, LLC
INCREASED40,03539,161+874+2%$876.0K$893.6K+$17.5K2026-10-23
Dudley Capital Management, LLC
UNCHANGED39,32539,32500%$879.7K$877.7K-$2.0K2026-10-23
King Luther Capital Management Corp
UNCHANGED39,25539,25500%$878.1K$876.2K-$2.0K2026-11-05
Ellis Investment Partners, LLC
INCREASED38,52437,690+834+2%$843.1K$859.9K+$16.7K2026-10-21
Physician Wealth Advisors, Inc.
INCREASED37,50629,856+7,650+26%$667.9K$837.1K+$169.3K2026-10-20
Money Concepts Capital Corp
INCREASED37,44428,215+9,229+33%$631.2K$835.8K+$204.6K2026-11-06
Farther Finance Advisors, LLC
INCREASED37,23936,559+680+2%$817.8K$831.2K+$13.3K2026-10-08
Duncker Streett & Co Inc
INCREASED36,78736,446+341+1%$815.3K$821.1K+$5.8K2026-10-27
Mission Wealth Management, LP
DECREASED35,18136,332-1,151-3%$812.7K$785.2K-$27.5K2026-10-15
Chris Bulman Inc
DECREASED33,97334,877-904-3%$780.2K$758.3K-$21.9K2026-10-20
Coldstream Capital Management Inc
UNCHANGED32,28432,28400%$722.2K$720.6K-$1.6K2026-11-09
TFO Wealth Partners, LLC
NEW31,381—+31,381——$700.4K—2026-11-09
Mesirow Financial Investment Management, Inc.
INCREASED31,12931,087+42+0%$695.4K$694.8K-$6062026-11-05
Avidian Wealth Enterprises, LLC
INCREASED29,71622,100+7,616+34%$494.4K$663.3K+$168.9K2026-10-08
Harbour Investments, Inc.
INCREASED28,44728,124+323+1%$629.1K$634.9K+$5.8K2026-11-09
Koshinski Asset Management, Inc.
NEW27,523—+27,523——$614.3K—2026-10-29
Blake Schutter Theil Wealth Advisors, LLC
UNCHANGED27,03927,03900%$604.9K$603.5K-$1.4K2026-11-02
Conrad Siegel Investment Advisors, Inc.
DECREASED26,99827,022-240%$604.5K$602.6K-$1.9K2026-10-08
Schmidt P J Investment Management Inc
INCREASED26,47210,913+15,559+143%$244.1K$590.8K+$346.7K2026-11-02
Chesley Taft & Associates LLC
INCREASED26,40023,000+3,400+15%$514.5K$589.2K+$74.7K2026-10-13
Essential Planning, Llc.
INCREASED26,01825,888+130+1%$579.1K$580.7K+$1.6K2026-10-21
Spectrum Asset Management, Inc. (NB )
INCREASED25,85625,605+251+1%$572.8K$577.1K+$4.3K2026-10-19
Focused Wealth Management, Inc
INCREASED25,69524,992+703+3%$559.1K$573.5K+$14.4K2026-10-30
PNC Financial Services Group, Inc.
UNCHANGED24,24624,24600%$542.4K$541.2K-$1.2K2026-11-06
Stonebridge Financial Group, LLC
INCREASED23,91723,457+460+2%$524.7K$533.8K+$9.1K2026-10-01
Mlp3, LLC
INCREASED23,87614,946+8,930+60%$334.4K$532.9K+$198.6K2026-10-22
Meyer Handelman Co
NEW23,729—+23,729——$529.6K—2026-10-28
Cambridge Financial Group, LLC
UNCHANGED23,71223,71200%$530.4K$530.4K$02026-10-06
Tableaux LLC
DECREASED23,52526,674-3,149-12%$596.7K$525.1K-$71.6K2026-10-23
Pinnacle Bancorp, Inc.
DECREASED23,37527,865-4,490-16%$623.3K$521.7K-$101.6K2026-10-21
Raab & Moskowitz Asset Management LLC
INCREASED23,31422,244+1,070+5%$497.6K$520.4K+$22.8K2026-11-02
Beacon Financial Planning, Inc
INCREASED22,23322,106+127+1%$494.5K$496.3K+$1.7K2026-11-04
Jacobi Capital Management LLC
INCREASED20,21520,088+127+1%$449.4K$451.2K+$1.8K2026-11-05
KPP Advisory Services LLC
INCREASED20,00014,240+5,760+40%$318.5K$446.4K+$127.9K2026-10-26
Churchill Financial Advisors, LLC
INCREASED19,97219,686+286+1%$440.4K$445.8K+$5.4K2026-10-20
Walleye Partners, LLC
INCREASED19,85319,793+60+0%$442.8K$443.1K+$3692026-10-13
Cornerstone Wealth Group, LLC
NEW19,770—+19,770——$441.3K—2026-11-02
Visionary Wealth Advisors
DECREASED18,59619,139-543-3%$428.1K$415.1K-$13.1K2026-11-04
McLean Asset Management Corp
NEW18,067—+18,067——$403.0K—2026-11-06
Nottingham Advisors, Inc.
UNCHANGED17,00017,00000%$380.1K$378.6K-$1.5K2026-10-29
Kestra Investment Management, LLC
INCREASED16,43516,433+2+0%$367.6K$366.8K-$7842026-11-04
Smithbridge Asset Management Inc
UNCHANGED16,40016,40000%$366.9K$366.0K-$8202026-10-19
DecisionMap Wealth Management, LLC
UNCHANGED16,11116,11100%$360.4K$359.6K-$8052026-10-29
CFS Investment Advisory Services, LLC
DECREASED16,09317,128-1,035-6%$382.3K$358.5K-$23.8K2026-10-19
Prime Capital Investment Advisors, LLC
DECREASED15,88017,605-1,725-10%$393.8K$354.4K-$39.4K2026-10-20
Opus Capital Group, LLC
UNCHANGED15,78215,78200%$353.0K$352.0K-$1.0K2026-10-30
Towne Trust Company, N.a
INCREASED15,67014,570+1,100+8%$325.9K$349.8K+$23.8K2026-10-28
XY Planning Network, Inc.
INCREASED15,44912,260+3,189+26%$274.3K$344.8K+$70.6K2026-10-14
Trinity Wealth Management, LLC
UNCHANGED15,15215,15200%$339.0K$338.2K-$7572026-10-13
Paladin Wealth, LLC
NEW15,007—+15,007——$335.0K—2026-10-23
High Note Wealth, LLC
DECREASED14,87116,206-1,335-8%$362.5K$331.9K-$30.6K2026-10-27
Midland Wealth Advisors, LLC
NEW14,812—+14,812——$330.6K—2026-10-26
Keeler Thomas Management LLC
INCREASED14,80113,635+1,166+9%$305.0K$330.4K+$25.3K2026-10-29
Single Point Partners, LLC
NEW14,703—+14,703——$328.2K—2026-10-19
Cascade Investment Group, Inc.
NEW14,509—+14,509——$323.8K—2026-10-13
Milestone Asset Management, LLC
INCREASED13,61112,812+799+6%$286.6K$303.8K+$17.2K2026-10-15
Alessandra Capital Management, LLC
UNCHANGED13,50013,50000%$302.0K$301.3K-$6752026-10-30
Level Four Advisory Services, LLC
INCREASED13,15112,751+400+3%$285.2K$293.5K+$8.3K2026-11-06
Yoder Wealth Management, Inc.
DECREASED13,00014,600-1,600-11%$326.6K$290.2K-$36.4K2026-10-13
Moneco Advisors, LLC
UNCHANGED12,94212,94200%$289.5K$288.9K-$6482026-11-05
Blue Square Asset Management, LLC
INCREASED12,72311,593+1,130+10%$259.3K$284.0K+$24.6K2026-11-02
Alamar Capital Management, LLC
UNCHANGED12,70012,70000%$284.1K$283.5K-$6352026-11-02
Washington Trust Co
UNCHANGED12,29412,29400%$275.0K$274.4K-$6152026-10-22
Prospera Financial Services Inc
DECREASED11,96413,590-1,626-12%$304.0K$267.5K-$36.6K2026-11-04
Old Mission Investment Co LLC
INCREASED11,49411,139+355+3%$249.2K$256.5K+$7.4K2026-10-22
Atwater Malick LLC
UNCHANGED11,48011,48000%$256.8K$256.2K-$5742026-10-15
Highland Financial Advisors, LLC
UNCHANGED11,30611,30600%$252.9K$252.4K-$5652026-10-19
Beese Fulmer Investment Management, Inc.
DECREASED11,28311,374-91-1%$254.4K$251.8K-$2.6K2026-10-23
Aspen Private Advisors, LLC
NEW11,250—+11,250——$251.1K—2026-10-27
Decker Wealth Management LLC
UNCHANGED11,17411,17400%$250.0K$249.4K-$5582026-10-09
River Street Advisors LLC
NEW11,128—+11,128——$248.4K—2026-10-22
Mascoma Wealth Management LLC
UNCHANGED11,02811,02800%$246.7K$246.1K-$5512026-10-23
Resonant Capital Advisors, LLC
UNCHANGED11,00911,00900%$246.3K$245.7K-$5502026-10-15
Commonwealth Financial Services, LLC
DECREASED10,97011,187-217-2%$250.2K$244.9K-$5.4K2026-10-20
White Lighthouse Investment Management Inc.
NEW10,949—+10,949——$244.4K—2026-10-21
Fifth Third Bancorp
DECREASED10,80711,500-693-6%$257.3K$241.2K-$16.0K2026-11-05
Guidance Point Advisors, LLC
INCREASED10,71010,699+11+0%$239.3K$239.0K-$2912026-10-15
IFG Advisory, LLC
INCREASED10,59810,536+62+1%$235.7K$236.5K+$8682026-11-09
Independent Financial Group, LLC
NEW10,227—+10,227——$228.3K—2026-10-13
Autumn Glory Partners, LLC
DECREASED10,13516,203-6,068-37%$362.5K$226.2K-$136.3K2026-10-26
Mattern Capital Management, LLC
UNCHANGED10,10010,10000%$225.9K$225.4K-$5052026-11-02
Carmel Capital Partners, LLC
UNCHANGED10,00010,00000%$223.7K$223.2K-$5002026-11-03
Cherry Tree Wealth Management, LLC
UNCHANGED9,8759,87500%$220.9K$220.4K-$4942026-10-15
Walser Wealth Management Company, A Ltd Liability Co
NEW9,376—+9,376——$209.3K—2026-10-15
Summit Financial Strategies, Inc.
NEW8,971—+8,971——$200.2K—2026-10-14
Trust Co
DECREASED8,53410,193-1,659-16%$228.0K$190.5K-$37.5K2026-10-09
Clearstead Trust, LLC
INCREASED7,9002,045+5,855+286%$45.7K$176.3K+$130.6K2026-11-06
Peck Wealth Management, LLC
NEW7,150—+7,150——$159.6K—2026-10-29
Concord Wealth Partners
NEW6,904—+6,904——$154.1K—2026-11-02
Montag A & Associates Inc
UNCHANGED5,6385,63800%$126.1K$125.8K-$2822026-10-29
Wilmington Savings Fund Society, FSB
UNCHANGED5,0005,00000%$111.9K$111.6K-$2502026-10-23
Key FInancial Inc
UNCHANGED4,8354,83500%$108.2K$107.9K-$2422026-11-02
CNB Bank
UNCHANGED4,1744,17400%$93.4K$93.2K-$2092026-11-09
Costello Asset Management, Inc
INCREASED4,0163,979+37+1%$89.0K$89.6K+$6312026-10-30
Harbor Investment Advisory, LLC
UNCHANGED3,5553,55500%$79.5K$79.3K-$1772026-10-13
Spire Wealth Management
UNCHANGED3,3283,32800%$74.4K$74.3K-$1662026-10-30
NBH Bank
UNCHANGED2,7472,74700%$61.5K$61.3K-$1372026-11-05
Hara Capital LLC
DECREASED2,5104,215-1,705-40%$94.3K$56.0K-$38.3K2026-10-30
Blue Trust, Inc.
INCREASED2,4232,288+135+6%$51.2K$54.1K+$2.9K2026-10-15
Bessemer Group Inc
NEW2,382—+2,382——$53.0K—2026-11-09
US Bancorp \de\
UNCHANGED2,3712,37100%$53.0K$52.9K-$1182026-11-05
Bank of Montreal
INCREASED1,7451,729+16+1%$38.7K$39.0K+$2752026-11-09
Washington Trust Advisors, Inc.
NEW1,432—+1,432——$32.0K—2026-10-22
Laurel Wealth Advisors LLC
NEW1,350—+1,350——$30.1K—2026-10-27
Geneos Wealth Management Inc.
NEW1,344—+1,344——$30.0K—2026-11-09
Princeton Global Asset Management LLC
UNCHANGED1,3351,33500%$29.9K$29.8K-$672026-10-21
Clearstead Advisors, LLC
NEW1,153—+1,153——$25.7K—2026-11-06
Balentine LLC
INCREASED1,1311,124+7+1%$25.1K$25.2K+$1012026-11-03
Ascentis Independent Advisors
NEW1,000—+1,000——$22.3K—2026-11-03
CoreCap Advisors, LLC
UNCHANGED97397300%$21.8K$21.7K-$492026-10-08
Clayton Financial Group LLC
NEW946—+946——$21.1K—2026-10-13
Robbins Farley
UNCHANGED90490400%$20.2K$20.2K-$452026-10-21
First Premier Bank
UNCHANGED77377300%$17$17$02026-10-13
Oakworth Capital, Inc.
UNCHANGED69969900%$15.6K$15.6K+$182026-10-26
J. R. Prunier Capital Management LLC
UNCHANGED60060000%$13.4K$13.4K-$302026-11-09
Gilpin Wealth Management, LLC
UNCHANGED37737700%$8.4K$8.4K-$192026-10-09
Signature Equity Partners, LLC
NEW340—+340——$7.6K—2026-10-29
Hyposwiss Advisors SA
UNCHANGED30030000%$6.7K$6.7K-$152026-10-26
First Bancorp, Inc
UNCHANGED28128100%$6.3K$6.3K-$142026-10-26
Bank of New Hampshire
NEW233—+233——$5.2K—2026-10-06
Birch Financial Group, LLC
NEW175—+175——$3.9K—2026-10-27
Larson Financial Group LLC
UNCHANGED535300%$1.2K$1.2K-$32026-11-05
SBE LLC DBA Cedar Cove Wealth Partners
CLOSED0100,519-100,519-100%$2.2M$0-$2.2M2026-10-15
Penobscot Investment Management Company, Inc.
CLOSED092,000-92,000-100%$2.1M$0-$2.1M2026-10-26
Trust Point Inc.
CLOSED015,281-15,281-100%$342.0K$0-$342.0K2026-10-27
CGN Advisors LLC
CLOSED012,260-12,260-100%$274.3K$0-$274.3K2026-10-21
World Equity Group, Inc.
CLOSED011,505-11,505-100%$257.4K$0-$257.4K2026-10-14
Alterna Wealth Management, Inc
CLOSED010,923-10,923-100%$244.3K$0-$244.3K2026-10-27
International Assets Investment Management, LLC
CLOSED08,245-8,245-100%$183.8K$0-$183.8K2026-11-02
MCF Advisors LLC
CLOSED02,239-2,239-100%$50.1K$0-$50.1K2026-10-28
BankPlus Trust Department
CLOSED01,057-1,057-100%$23.6K$0-$23.6K2026-11-06
Compass Financial Management LLC
CLOSED0714-714-100%$16.0K$0-$16.0K2026-10-30
SouthState Bank Corp
CLOSED0486-486-100%$10.9K$0-$10.9K2026-11-09
Lanark Financial, Inc.
CLOSED026-26-100%$581$0-$5812026-10-26
HM Payson & Co
N/A—6,611,440-6,611,440-100%$147.9M———
Bank of America Corp
N/A—4,312,834-4,312,834-100%$96.5M———
Morgan Stanley
N/A—3,823,870-3,823,870-100%$85.5M———
NorthCoast Asset Management LLC
N/A—3,259,854-3,259,854-100%$72.9M———
Mercer Global Advisors Inc
N/A—2,688,763-2,688,763-100%$60.1M———
NewEdge Advisors, LLC
N/A—2,039,948-2,039,948-100%$45.6M———
Envestnet Asset Management Inc
N/A—2,024,159-2,024,159-100%$45.3M———
Wells Fargo & Company
N/A—1,991,715-1,991,715-100%$44.6M———
Raymond James Financial Inc
N/A—1,771,083-1,771,083-100%$39.6M———
UBS Group AG
N/A—1,694,910-1,694,910-100%$37.9M———
United Capital Financial Advisors, LLC
N/A—1,569,360-1,569,360-100%$35.1M———
Arax Advisory Partners
N/A—1,559,602-1,559,602-100%$34.9M———
Stratos Wealth Advisors, LLC
N/A—1,548,074-1,548,074-100%$34.6M———
Integrated Wealth Concepts LLC
N/A—1,383,002-1,383,002-100%$30.9M———
Focus Partners Wealth
N/A—1,213,988-1,213,988-100%$27.2M———
BlackRock, Inc.
N/A—1,182,623-1,182,623-100%$26.5M———
Stratos Wealth Partners, Ltd.
N/A—1,075,530-1,075,530-100%$24.1M———
OneAscent Financial Services LLC
N/A—828,598-828,598-100%$18.5M———
Osaic Holdings, Inc.
N/A—639,970-639,970-100%$14.3M———
Royal Bank of Canada
N/A—608,435-608,435-100%$13.6M———
Northwestern Mutual Wealth Management Co
N/A—586,420-586,420-100%$13.1M———
Wealth Management Strategies, Inc.
N/A—564,719-564,719-100%$12.6M———
Sanctuary Advisors, LLC
N/A—500,585-500,585-100%$11.2M———
Baird Financial Group, Inc.
N/A—423,295-423,295-100%$9.5M———
Hilltop Holdings Inc.
N/A—375,375-375,375-100%$8.4M———
Eight 31 Financial, LLC
N/A—363,748-363,748-100%$8.1M———
Financial Engines Advisors L.L.C.
N/A—335,892-335,892-100%$7.5M———
Global Retirement Partners, LLC
N/A—333,212-333,212-100%$7.5M———
Janney Montgomery Scott LLC
N/A—329,160-329,160-100%$7.4M———
Ameriprise Financial Inc
N/A—325,758-325,758-100%$7.3M———
Stifel Financial Corp
N/A—284,746-284,746-100%$6.4M———
Boston Family Office LLC
N/A—281,963-281,963-100%$6.3M———
Captrust Financial Advisors
N/A—202,090-202,090-100%$4.5M———
Cetera Investment Advisers
N/A—187,968-187,968-100%$4.2M———
Portland Global Advisors LLC
N/A—173,463-173,463-100%$3.9M———
MAI Capital Management
N/A—135,043-135,043-100%$3.0M———
Hobbs Group Advisors, LLC
N/A—134,164-134,164-100%$3.0M———
Wealthspire Advisors, LLC
N/A—133,738-133,738-100%$3.0M———
SCS Capital Management LLC
N/A—129,201-129,201-100%$2.9M———
SEI Investments Co
N/A—121,375-121,375-100%$2.7M———
Pinnacle Financial Partners, Inc.
N/A—112,937-112,937-100%$2.5M———
Steelhead Wealth Management LLC
N/A—76,204-76,204-100%$1.7M———
Reliant Wealth Planning
N/A—67,387-67,387-100%$1.5M———
Equitable Holdings, Inc.
N/A—66,031-66,031-100%$1.5M———
MML Investors Services, LLC
N/A—63,566-63,566-100%$1.4M———
Heartland Bank & Trust Co
N/A—63,532-63,532-100%$1.4M———
Cerity Partners LLC
N/A—57,304-57,304-100%$1.3M———
CreativeOne Wealth, LLC
N/A—55,200-55,200-100%$1.2M———
Summitpoint Capital Management
N/A—54,718-54,718-100%$1.2M———
Eldridge Investment Advisors, Inc.
N/A—51,319-51,319-100%$1.1M———
Fourth Dimension Wealth, LLC
N/A—50,833-50,833-100%$1.1M———
SkyView Investment Advisors, LLC
N/A—50,000-50,000-100%$1.1M———
Summit Wealth Partners, LLC
N/A—45,912-45,912-100%$1.0M———
Pathstone Holdings, LLC
N/A—45,757-45,757-100%$1.0M———
Beacon Pointe Advisors, LLC
N/A—43,383-43,383-100%$970.5K———
Mariner, LLC
N/A—42,204-42,204-100%$944.1K———
Transcend Capital Advisors, LLC
N/A—40,050-40,050-100%$895.9K———
Benjamin Edwards Inc
N/A—31,891-31,891-100%$713.4K———
Element Wealth, LLC
N/A—31,617-31,617-100%$707.3K———
L2 Asset Management, LLC
N/A—31,516-31,516-100%$705.0K———
Wick Capital Partners, LLC
N/A—31,494-31,494-100%$704.5K———
CIBC World Market Inc.
N/A—31,212-31,212-100%$698.2K———
National Bank of Canada
N/A—30,761-30,761-100%$688.1K———
Johnson Investment Counsel Inc
N/A—29,035-29,035-100%$649.5K———
Savvy Advisors, Inc.
N/A—28,976-28,976-100%$648.2K———
Koss-Olinger Consulting, LLC
N/A—28,802-28,802-100%$644.3K———
Steward Partners Investment Advisory, LLC
N/A—28,503-28,503-100%$637.6K———
Pure Financial Advisors, LLC
N/A—27,980-27,980-100%$625.9K———
Granite Harbor Advisors, Inc.
N/A—27,921-27,921-100%$624.6K———
Snowden Capital Advisors LLC
N/A—27,801-27,801-100%$621.9K———
Independent Advisor Alliance
N/A—27,777-27,777-100%$621.4K———
Cary Street Partners Financial LLC
N/A—27,342-27,342-100%$611.6K———
Basepoint Wealth LLC
N/A—26,992-26,992-100%$603.8K———
Lbmc Investment Advisors, LLC
N/A—26,400-26,400-100%$590.6K———
Madden Advisory Services, Inc.
N/A—25,654-25,654-100%$573.9K———
PSI Advisors, LLC
N/A—25,590-25,590-100%$572.4K———
Modern Wealth Management, LLC
N/A—25,569-25,569-100%$572.0K———
World Investment Advisors
N/A—22,991-22,991-100%$515.6K———
National Philanthropic Trust
N/A—22,261-22,261-100%$498.0K———
Advisory Services Network, LLC
N/A—22,198-22,198-100%$496.6K———
AQR Capital Management LLC
N/A—22,060-22,060-100%$493.5K———
Gilbert & Cook, Inc.
N/A—22,025-22,025-100%$492.7K———
Daybright Advisory Services, Inc.
N/A—21,082-21,082-100%$471.5K———
Black Maple Capital Management LP
N/A—20,000-20,000-100%$447.4K———
Foundations Investment Advisors, LLC
N/A—19,568-19,568-100%$437.7K———
First National Bank of Omaha
N/A—18,681-18,681-100%$418.0K———
OneDigital Investment Advisors LLC
N/A—16,503-16,503-100%$369.2K———
Black Swift Group, LLC
N/A—16,475-16,475-100%$368.5K———
SageView Advisory Group, LLC
N/A—15,866-15,866-100%$354.9K———
Swan Global Investments, LLC
N/A—15,771-15,771-100%$352.8K———
Crews Bank & Trust
N/A—15,340-15,340-100%$343.2K———
Liberty Wealth Management LLC
N/A—14,150-14,150-100%$317.4K———
Hills Bank & Trust Co
N/A—12,446-12,446-100%$278.4K———
Principal Securities, Inc.
N/A—12,346-12,346-100%$276.2K———
Vestmark Advisory Solutions, Inc.
N/A—11,515-11,515-100%$257.6K———
Davis R M Inc
N/A—11,497-11,497-100%$257.2K———
Composition Wealth, LLC
N/A—9,262-9,262-100%$207.2K———
Waverly Advisors, LLC
N/A—9,252-9,252-100%$207.0K———
Berger Financial Group, Inc
N/A—9,223-9,223-100%$206.3K———
Talon Private Wealth, LLC
N/A—9,131-9,131-100%$204.3K———
Rockefeller Capital Management L.P.
N/A—7,282-7,282-100%$162.9K———
Black Cypress Capital Management, LLC
N/A—6,500-6,500-100%$145.4K———
Fiduciary Financial Advisors
N/A—6,237-6,237-100%$139.5K———
Atlantic Union Bankshares Corp
N/A—5,191-5,191-100%$116.1K———
Bogart Wealth, LLC
N/A—3,067-3,067-100%$68.6K———
AE Wealth Management LLC
N/A—2,892-2,892-100%$64.7K———
Aptus Capital Advisors, LLC
N/A—2,825-2,825-100%$63.2K———
Longview Financial Advisors LLC
N/A—2,522-2,522-100%$56.4K———
TD Capital Management LLC
N/A—2,155-2,155-100%$48.2K———
Anchor Bay Capital, Inc.
N/A—979-979-100%$21.9K———
Franklin Resources Inc
N/A—456-456-100%$10.2K———
FMR LLC
N/A—34-34-100%$769———
Aventura Private Wealth, LLC
N/A—5-5-100%$112———
JPMorgan Chase & Co
N/A—2-2-100%$45———
Showing 353 of 353 institutions