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Q3 2023 vs Q4 2023

Comparing institutional holders between quarters

Quarters

Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Granite Bay Wealth Management, LLC
DECREASED
Shares2,668,921 from 3,155,566
Change-486,645 (-15%)
Value$66.1K (-$12.1K)
Filed 2024-01-29
Blue Trust, Inc.
DECREASED
Shares195,569 from 468,748
Change-273,179 (-58%)
Value$4.9K (-$6.8K)
Filed 2024-01-18
IFP Advisors, Inc
DECREASED
Shares30,869 from 31,015
Change-146 (0%)
Value$764.9K (-$4.8K)
Filed 2024-01-09
Captrust Financial Advisors
CLOSED
Shares0 from 18,401,780
Change-18,401,780 (-100%)
Value$0 (-$456.7M)
Filed 2024-02-14
Bank of America Corp
CLOSED
Shares0 from 4,269,930
Change-4,269,930 (-100%)
Value$0 (-$106.0M)
Filed 2024-02-14
Morgan Stanley
CLOSED
Shares0 from 4,241,906
Change-4,241,906 (-100%)
Value$0 (-$105.3M)
Filed 2024-08-16
Arlington Partners LLC
CLOSED
Shares0 from 2,735,336
Change-2,735,336 (-100%)
Value$0 (-$67.9M)
Filed 2024-01-24
Arlington Trust Co LLC
CLOSED
Shares0 from 2,735,336
Change-2,735,336 (-100%)
Value$0 (-$67.9M)
Filed 2024-01-24
Rockefeller Capital Management L.P.
CLOSED
Shares0 from 2,659,922
Change-2,659,922 (-100%)
Value$0 (-$66.0M)
Filed 2024-02-14
Campbell Wealth Management
CLOSED
Shares0 from 2,304,679
Change-2,304,679 (-100%)
Value$0 (-$57.2K)
Filed 2024-02-08
Wells Fargo & Company
CLOSED
Shares0 from 2,137,249
Change-2,137,249 (-100%)
Value$0 (-$53.0M)
Filed 2024-02-09
NewEdge Advisors, LLC
CLOSED
Shares0 from 1,784,563
Change-1,784,563 (-100%)
Value$0 (-$44.3M)
Filed 2024-02-13
First Western Trust Bank
CLOSED
Shares0 from 1,498,998
Change-1,498,998 (-100%)
Value$0 (-$37.2M)
Filed 2024-02-07
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 1,438,133
Change-1,438,133 (-100%)
Value$0 (-$35.7K)
Filed 2024-02-06
Cliftonlarsonallen Wealth Advisors, LLC
CLOSED
Shares0 from 1,123,630
Change-1,123,630 (-100%)
Value$0 (-$27.9M)
Filed 2024-01-16
Osaic Holdings, Inc.
CLOSED
Shares0 from 1,075,617
Change-1,075,617 (-100%)
Value$0 (-$26.7M)
Filed 2024-02-12
Hills Bank & Trust Co
CLOSED
Shares0 from 1,048,010
Change-1,048,010 (-100%)
Value$0 (-$26.0M)
Filed 2024-02-07
MV Capital Management, Inc.
CLOSED
Shares0 from 1,034,880
Change-1,034,880 (-100%)
Value$0 (-$25.7M)
Filed 2024-01-29
UBS Group AG
CLOSED
Shares0 from 1,009,519
Change-1,009,519 (-100%)
Value$0 (-$25.1M)
Filed 2024-02-09
LPL Financial LLC
CLOSED
Shares0 from 980,567
Change-980,567 (-100%)
Value$0 (-$24.3M)
Filed 2024-02-14
Northwestern Mutual Wealth Management Co
CLOSED
Shares0 from 931,021
Change-931,021 (-100%)
Value$0 (-$23.1M)
Filed 2024-02-13
Integrated Wealth Concepts LLC
CLOSED
Shares0 from 876,539
Change-876,539 (-100%)
Value$0 (-$21.8M)
Filed 2024-02-13
Summitry LLC
CLOSED
Shares0 from 834,332
Change-834,332 (-100%)
Value$0 (-$20.7M)
Filed 2024-02-07
Renaissance Technologies LLC
CLOSED
Shares0 from 815,015
Change-815,015 (-100%)
Value$0 (-$20.2K)
Filed 2024-02-13
Strategic Blueprint, LLC
CLOSED
Shares0 from 741,676
Change-741,676 (-100%)
Value$0 (-$18.4M)
Filed 2024-01-25
Jane Street Group, LLC
CLOSED
Shares0 from 739,713
Change-739,713 (-100%)
Value$0 (-$18.4M)
Filed 2024-02-15
Connecticut Wealth Management, LLC
CLOSED
Shares0 from 668,014
Change-668,014 (-100%)
Value$0 (-$16.6M)
Filed 2024-02-06
Goldman Sachs Group Inc
CLOSED
Shares0 from 656,561
Change-656,561 (-100%)
Value$0 (-$16.3M)
Filed 2024-05-14
Royal Bank of Canada
CLOSED
Shares0 from 599,837
Change-599,837 (-100%)
Value$0 (-$14.9M)
Filed 2024-02-14
Day & Ennis, LLC
CLOSED
Shares0 from 563,026
Change-563,026 (-100%)
Value$0 (-$14.0M)
Filed 2024-01-18
Stifel Financial Corp
CLOSED
Shares0 from 561,080
Change-561,080 (-100%)
Value$0 (-$13.9M)
Filed 2024-02-12
Baltimore-Washington Financial Advisors, Inc.
CLOSED
Shares0 from 530,438
Change-530,438 (-100%)
Value$0 (-$13.2M)
Filed 2024-02-12
Brookstone Capital Management
CLOSED
Shares0 from 486,751
Change-486,751 (-100%)
Value$0 (-$12.1M)
Filed 2024-01-11
Keeler Thomas Management LLC
CLOSED
Shares0 from 485,810
Change-485,810 (-100%)
Value$0 (-$12.1M)
Filed 2024-02-01
KOM Wealth Management Group, LLC
CLOSED
Shares0 from 470,100
Change-470,100 (-100%)
Value$0 (-$11.7M)
Filed 2024-02-06
HighTower Advisors, LLC
CLOSED
Shares0 from 454,460
Change-454,460 (-100%)
Value$0 (-$11.3M)
Filed 2024-02-12
Envestnet Asset Management Inc
CLOSED
Shares0 from 419,634
Change-419,634 (-100%)
Value$0 (-$10.4M)
Filed 2024-02-13
Raymond James Financial Services Advisors, Inc.
CLOSED
Shares0 from 417,413
Change-417,413 (-100%)
Value$0 (-$10.4M)
Filed 2024-01-16
Gateway Wealth Partners, LLC
CLOSED
Shares0 from 391,339
Change-391,339 (-100%)
Value$0 (-$9.7M)
Filed 2024-02-13
Trinity Wealth Management, LLC
CLOSED
Shares0 from 384,434
Change-384,434 (-100%)
Value$0 (-$9.5M)
Filed 2024-01-18
Capital Investment Advisors, LLC
CLOSED
Shares0 from 364,303
Change-364,303 (-100%)
Value$0 (-$9.0M)
Filed 2024-01-05
Krilogy Financial LLC
CLOSED
Shares0 from 350,913
Change-350,913 (-100%)
Value$0 (-$8.7M)
Filed 2024-01-26
AE Wealth Management LLC
CLOSED
Shares0 from 339,027
Change-339,027 (-100%)
Value$0 (-$8.4M)
Filed 2024-02-14
Raymond James & Associates
CLOSED
Shares0 from 332,012
Change-332,012 (-100%)
Value$0 (-$8.2M)
Filed 2024-01-16
Atlantic Union Bankshares Corp
CLOSED
Shares0 from 321,673
Change-321,673 (-100%)
Value$0 (-$8.0M)
Filed 2024-01-19
Denver PWM, LLC
CLOSED
Shares0 from 318,156
Change-318,156 (-100%)
Value$0 (-$7.9M)
Filed 2024-02-13
Truist Financial Corp
CLOSED
Shares0 from 300,454
Change-300,454 (-100%)
Value$0 (-$7.5M)
Filed 2024-02-02
Mariner, LLC
CLOSED
Shares0 from 280,012
Change-280,012 (-100%)
Value$0 (-$6.9M)
Filed 2024-02-14
IFG Advisory, LLC
CLOSED
Shares0 from 277,582
Change-277,582 (-100%)
Value$0 (-$6.9M)
Filed 2024-01-17
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 273,729
Change-273,729 (-100%)
Value$0 (-$6.8K)
Filed 2024-02-09
Gradient Investments LLC
CLOSED
Shares0 from 266,757
Change-266,757 (-100%)
Value$0 (-$6.6M)
Filed 2024-01-18
Creative Planning
CLOSED
Shares0 from 249,818
Change-249,818 (-100%)
Value$0 (-$6.2M)
Filed 2024-02-14
Reliant Wealth Planning
CLOSED
Shares0 from 249,667
Change-249,667 (-100%)
Value$0 (-$6.2M)
Filed 2024-02-08
Cetera Investment Advisers
CLOSED
Shares0 from 232,304
Change-232,304 (-100%)
Value$0 (-$5.8M)
Filed 2024-02-13
Old Mission Capital LLC
CLOSED
Shares0 from 224,410
Change-224,410 (-100%)
Value$0 (-$5.6M)
Filed 2024-02-14
InterOcean Capital Group, LLC
CLOSED
Shares0 from 214,144
Change-214,144 (-100%)
Value$0 (-$5.3M)
Filed 2024-02-09
Mutual Advisors, LLC
CLOSED
Shares0 from 209,419
Change-209,419 (-100%)
Value$0 (-$5.2M)
Filed 2024-01-12
Marathon Mission, Inc.
CLOSED
Shares0 from 202,482
Change-202,482 (-100%)
Value$0 (-$5.0M)
Filed 2024-01-05
Advisory Research Inc
CLOSED
Shares0 from 190,385
Change-190,385 (-100%)
Value$0 (-$4.7M)
Filed 2024-02-13
Baird Financial Group, Inc.
CLOSED
Shares0 from 189,276
Change-189,276 (-100%)
Value$0 (-$4.7M)
Filed 2024-02-14
Coldstream Capital Management Inc
CLOSED
Shares0 from 189,181
Change-189,181 (-100%)
Value$0 (-$4.7M)
Filed 2024-02-09
Pacific Sage Partners, LLC
CLOSED
Shares0 from 184,872
Change-184,872 (-100%)
Value$0 (-$4.6M)
Filed 2024-02-05
Leavell Investment Management, Inc.
CLOSED
Shares0 from 177,897
Change-177,897 (-100%)
Value$0 (-$4.4K)
Filed 2024-01-23
Carnegie Investment Counsel
CLOSED
Shares0 from 165,025
Change-165,025 (-100%)
Value$0 (-$4.1M)
Filed 2024-01-30
Thrivent Financial for Lutherans
CLOSED
Shares0 from 149,347
Change-149,347 (-100%)
Value$0 (-$3.7K)
Filed 2024-02-14
Allworth Financial LP
CLOSED
Shares0 from 148,375
Change-148,375 (-100%)
Value$0 (-$3.7M)
Filed 2024-01-24
CWM, LLC
CLOSED
Shares0 from 142,816
Change-142,816 (-100%)
Value$0 (-$3.5K)
Filed 2024-02-01
Archer Investment Corp
CLOSED
Shares0 from 138,494
Change-138,494 (-100%)
Value$0 (-$3.4M)
Filed 2024-01-31
Country Club Bank
CLOSED
Shares0 from 138,192
Change-138,192 (-100%)
Value$0 (-$3.4M)
Filed 2024-01-22
Central Trust Co
CLOSED
Shares0 from 136,936
Change-136,936 (-100%)
Value$0 (-$3.4M)
Filed 2024-01-24
PSI Advisors, LLC
CLOSED
Shares0 from 135,568
Change-135,568 (-100%)
Value$0 (-$3.4M)
Filed 2024-02-01
Royal Harbor Partners, LLC
CLOSED
Shares0 from 135,354
Change-135,354 (-100%)
Value$0 (-$3.4M)
Filed 2024-02-08
Equitable Holdings, Inc.
CLOSED
Shares0 from 132,122
Change-132,122 (-100%)
Value$0 (-$3.3M)
Filed 2024-02-13
CreativeOne Wealth, LLC
CLOSED
Shares0 from 126,780
Change-126,780 (-100%)
Value$0 (-$3.1K)
Filed 2024-02-09
Montag A & Associates Inc
CLOSED
Shares0 from 124,748
Change-124,748 (-100%)
Value$0 (-$3.1M)
Filed 2024-02-07
Resonant Capital Advisors, LLC
CLOSED
Shares0 from 124,127
Change-124,127 (-100%)
Value$0 (-$3.1M)
Filed 2024-01-31
Corient Private Wealth LP
CLOSED
Shares0 from 122,084
Change-122,084 (-100%)
Value$0 (-$3.0M)
Filed 2024-02-09
Wealthspire Advisors, LLC
CLOSED
Shares0 from 115,268
Change-115,268 (-100%)
Value$0 (-$2.9M)
Filed 2024-02-07
Regal Investment Advisors LLC
CLOSED
Shares0 from 111,266
Change-111,266 (-100%)
Value$0 (-$2.8M)
Filed 2024-02-14
Lincoln National Corp
CLOSED
Shares0 from 111,120
Change-111,120 (-100%)
Value$0 (-$2.8M)
Filed 2024-02-06
Essential Planning, Llc.
CLOSED
Shares0 from 108,326
Change-108,326 (-100%)
Value$0 (-$2.7M)
Filed 2024-02-13
Boston Family Office LLC
CLOSED
Shares0 from 102,328
Change-102,328 (-100%)
Value$0 (-$2.5K)
Filed 2024-02-12
Sigma Planning Corp
CLOSED
Shares0 from 95,414
Change-95,414 (-100%)
Value$0 (-$2.4M)
Filed 2024-02-01
Robertson Stephens Wealth Management, LLC
CLOSED
Shares0 from 93,827
Change-93,827 (-100%)
Value$0 (-$2.3M)
Filed 2024-02-06
Lokken Investment Group LLC
CLOSED
Shares0 from 91,701
Change-91,701 (-100%)
Value$0 (-$2.3M)
Filed 2024-02-13
Advance Capital Management, Inc.
CLOSED
Shares0 from 88,661
Change-88,661 (-100%)
Value$0 (-$2.2M)
Filed 2024-01-10
Janney Montgomery Scott LLC
CLOSED
Shares0 from 85,932
Change-85,932 (-100%)
Value$0 (-$2.1K)
Filed 2024-02-08
MML Investors Services, LLC
CLOSED
Shares0 from 85,737
Change-85,737 (-100%)
Value$0 (-$2.1K)
Filed 2024-02-14
Lantz Financial LLC
CLOSED
Shares0 from 84,152
Change-84,152 (-100%)
Value$0 (-$2.1M)
Filed 2024-01-12
Eldridge Investment Advisors, Inc.
CLOSED
Shares0 from 81,770
Change-81,770 (-100%)
Value$0 (-$2.0K)
Filed 2024-02-06
Citadel Advisors LLC
CLOSED
Shares0 from 79,751
Change-79,751 (-100%)
Value$0 (-$2.0M)
Filed 2024-02-14
Safeguard Financial, LLC
CLOSED
Shares0 from 79,748
Change-79,748 (-100%)
Value$0 (-$2.0M)
Filed 2024-01-30
Sawtooth Asset Management, Inc.
CLOSED
Shares0 from 79,454
Change-79,454 (-100%)
Value$0 (-$2.0M)
Filed 2024-01-29
Cetera Advisor Networks LLC
CLOSED
Shares0 from 71,857
Change-71,857 (-100%)
Value$0 (-$1.8M)
Filed 2024-02-13
Guidance Capital, Inc
CLOSED
Shares0 from 70,138
Change-70,138 (-100%)
Value$0 (-$1.7M)
Filed 2024-03-01
Klaas Financial Asset Advisors, LLC
CLOSED
Shares0 from 67,439
Change-67,439 (-100%)
Value$0 (-$1.7M)
Filed 2024-02-08
US Bancorp \de\
CLOSED
Shares0 from 65,475
Change-65,475 (-100%)
Value$0 (-$1.6M)
Filed 2024-02-09
Belpointe Asset Management LLC
CLOSED
Shares0 from 64,767
Change-64,767 (-100%)
Value$0 (-$1.6M)
Filed 2024-02-13
Associated Banc-Corp
CLOSED
Shares0 from 57,085
Change-57,085 (-100%)
Value$0 (-$1.4M)
Filed 2024-02-09
Cooper Financial Group
CLOSED
Shares0 from 56,779
Change-56,779 (-100%)
Value$0 (-$1.4M)
Filed 2024-01-16
Avantax Planning Partners, Inc.
CLOSED
Shares0 from 54,408
Change-54,408 (-100%)
Value$0 (-$1.4M)
Filed 2024-02-09
Absolute Capital Management, LLC
CLOSED
Shares0 from 52,700
Change-52,700 (-100%)
Value$0 (-$1.3M)
Filed 2024-02-02
Phillips Financial Management, LLC
CLOSED
Shares0 from 51,566
Change-51,566 (-100%)
Value$0 (-$1.3M)
Filed 2024-01-25
Atria Wealth Solutions, Inc.
CLOSED
Shares0 from 51,171
Change-51,171 (-100%)
Value$0 (-$1.3M)
Filed 2024-02-02
Valmark Advisers, Inc.
CLOSED
Shares0 from 49,398
Change-49,398 (-100%)
Value$0 (-$1.2M)
Filed 2024-02-02
Cary Street Partners Investment Advisory LLC
CLOSED
Shares0 from 49,237
Change-49,237 (-100%)
Value$0 (-$1.2M)
Filed 2024-02-07
Private Advisor Group, LLC
CLOSED
Shares0 from 47,321
Change-47,321 (-100%)
Value$0 (-$1.2M)
Filed 2024-02-06
Howland Capital Management LLC
CLOSED
Shares0 from 46,655
Change-46,655 (-100%)
Value$0 (-$1.2M)
Filed 2024-01-23
Conrad Siegel Investment Advisors, Inc.
CLOSED
Shares0 from 46,371
Change-46,371 (-100%)
Value$0 (-$1.2M)
Filed 2024-01-12
Alterna Wealth Management, Inc
CLOSED
Shares0 from 46,263
Change-46,263 (-100%)
Value$0 (-$1.1M)
Filed 2024-02-06
H D Vest Advisory Services
CLOSED
Shares0 from 45,055
Change-45,055 (-100%)
Value$0 (-$1.1M)
Filed 2024-02-07
United Community Bank
CLOSED
Shares0 from 44,000
Change-44,000 (-100%)
Value$0 (-$1.1M)
Filed 2024-02-13
Financial Futures Ltd Liability Co.
CLOSED
Shares0 from 42,682
Change-42,682 (-100%)
Value$0 (-$1.1M)
Filed 2024-01-25
Schmidt P J Investment Management Inc
CLOSED
Shares0 from 42,335
Change-42,335 (-100%)
Value$0 (-$1.0M)
Filed 2024-01-29
IHT Wealth Management, LLC
CLOSED
Shares0 from 41,130
Change-41,130 (-100%)
Value$0 (-$1.0M)
Filed 2024-02-14
Journey Advisory Group, LLC
CLOSED
Shares0 from 38,140
Change-38,140 (-100%)
Value$0 (-$946.6K)
Filed 2024-02-14
Atlas Private Wealth Advisors
CLOSED
Shares0 from 38,000
Change-38,000 (-100%)
Value$0 (-$943.2K)
Filed 2024-01-10
Chatham Capital Group, Inc.
CLOSED
Shares0 from 36,650
Change-36,650 (-100%)
Value$0 (-$909.7K)
Filed 2024-01-19
Fairhaven Wealth Management, LLC
CLOSED
Shares0 from 35,369
Change-35,369 (-100%)
Value$0 (-$877.9K)
Filed 2024-02-08
Element Wealth, LLC
CLOSED
Shares0 from 35,253
Change-35,253 (-100%)
Value$0 (-$875.0K)
Filed 2024-02-01
Roberts Financial Services LLC
CLOSED
Shares0 from 33,990
Change-33,990 (-100%)
Value$0 (-$843.6K)
Filed 2024-01-23
Studio Investment Management LLC
CLOSED
Shares0 from 33,426
Change-33,426 (-100%)
Value$0 (-$829.6K)
Filed 2024-02-16
American Planning Services, Inc.
CLOSED
Shares0 from 33,025
Change-33,025 (-100%)
Value$0 (-$819.7K)
Filed 2024-02-07
Marathon Capital Management
CLOSED
Shares0 from 33,000
Change-33,000 (-100%)
Value$0 (-$819.1K)
Filed 2024-02-14
Scissortail Wealth Management, LLC
CLOSED
Shares0 from 32,941
Change-32,941 (-100%)
Value$0 (-$816.3K)
Filed 2024-01-30
Crew Capital Management, Ltd
CLOSED
Shares0 from 32,359
Change-32,359 (-100%)
Value$0 (-$803.2K)
Filed 2024-02-05
MKT Advisors LLC
CLOSED
Shares0 from 31,195
Change-31,195 (-100%)
Value$0 (-$770.8K)
Filed 2024-01-16
Cary Street Partners Asset Management LLC
CLOSED
Shares0 from 30,147
Change-30,147 (-100%)
Value$0 (-$748.2K)
Filed 2024-02-05
True Link Financial Advisors, LLC
CLOSED
Shares0 from 30,130
Change-30,130 (-100%)
Value$0 (-$747.8K)
Filed 2024-01-19
Endowment Wealth Management, Inc.
CLOSED
Shares0 from 28,849
Change-28,849 (-100%)
Value$0 (-$716.0K)
Filed 2024-02-07
Cerity Partners LLC
CLOSED
Shares0 from 25,852
Change-25,852 (-100%)
Value$0 (-$641.6K)
Filed 2024-01-26
Kestra Advisory Services, LLC
CLOSED
Shares0 from 25,717
Change-25,717 (-100%)
Value$0 (-$638.3K)
Filed 2024-02-14
Cherry Tree Wealth Management, LLC
CLOSED
Shares0 from 23,637
Change-23,637 (-100%)
Value$0 (-$586.7K)
Filed 2024-02-06
Atlantic Private Wealth, LLC
CLOSED
Shares0 from 23,549
Change-23,549 (-100%)
Value$0 (-$584.5K)
Filed 2024-02-09
Consolidated Portfolio Review Corp
CLOSED
Shares0 from 23,346
Change-23,346 (-100%)
Value$0 (-$579.5K)
Filed 2024-01-29
Kestra Private Wealth Services, LLC
CLOSED
Shares0 from 21,180
Change-21,180 (-100%)
Value$0 (-$525.7K)
Filed 2024-02-05
Ameriprise Financial Inc
CLOSED
Shares0 from 21,123
Change-21,123 (-100%)
Value$0 (-$524.3K)
Filed 2024-02-14
Mascoma Wealth Management LLC
CLOSED
Shares0 from 20,245
Change-20,245 (-100%)
Value$0 (-$502.5K)
Filed 2024-01-24
CIBC World Market Inc.
CLOSED
Shares0 from 20,040
Change-20,040 (-100%)
Value$0 (-$497)
Filed 2024-02-13
Cetera Advisors LLC
CLOSED
Shares0 from 19,003
Change-19,003 (-100%)
Value$0 (-$471.7K)
Filed 2024-02-13
4J Wealth Management LLC
CLOSED
Shares0 from 18,820
Change-18,820 (-100%)
Value$0 (-$467.1K)
Filed 2024-01-22
Two Sigma Securities, LLC
CLOSED
Shares0 from 18,321
Change-18,321 (-100%)
Value$0 (-$454.7K)
Filed 2024-02-14
Mattern Capital Management, LLC
CLOSED
Shares0 from 17,367
Change-17,367 (-100%)
Value$0 (-$431.0K)
Filed 2024-02-14
Claro Advisors Inc.
CLOSED
Shares0 from 17,008
Change-17,008 (-100%)
Value$0 (-$422.1K)
Filed 2024-01-22
Beacon Pointe Advisors, LLC
CLOSED
Shares0 from 16,685
Change-16,685 (-100%)
Value$0 (-$414.1K)
Filed 2024-02-08
CFS Investment Advisory Services, LLC
CLOSED
Shares0 from 16,157
Change-16,157 (-100%)
Value$0 (-$401)
Filed 2024-02-13
Summit Asset Management, LLC
CLOSED
Shares0 from 15,920
Change-15,920 (-100%)
Value$0 (-$395.1K)
Filed 2024-02-06
Wealthsource Partners, LLC
CLOSED
Shares0 from 15,725
Change-15,725 (-100%)
Value$0 (-$390.3K)
Filed 2024-01-16
Advisory Services Network, LLC
CLOSED
Shares0 from 15,404
Change-15,404 (-100%)
Value$0 (-$382.3K)
Filed 2024-02-09
Stockman Wealth Management, Inc.
CLOSED
Shares0 from 14,583
Change-14,583 (-100%)
Value$0 (-$361.9K)
Filed 2024-02-01
J.W. Cole Advisors, Inc.
CLOSED
Shares0 from 14,340
Change-14,340 (-100%)
Value$0 (-$355.9K)
Filed 2024-01-31
Horizons Wealth Management
CLOSED
Shares0 from 14,285
Change-14,285 (-100%)
Value$0 (-$354.5K)
Filed 2024-01-08
Commonwealth Financial Services, LLC
CLOSED
Shares0 from 14,165
Change-14,165 (-100%)
Value$0 (-$351.6K)
Filed 2024-02-14
Gould Asset Management LLC
CLOSED
Shares0 from 13,130
Change-13,130 (-100%)
Value$0 (-$325.9K)
Filed 2024-02-02
Atlantic Trust Group, LLC
CLOSED
Shares0 from 12,900
Change-12,900 (-100%)
Value$0 (-$320.2K)
Filed 2024-02-13
Summit Wealth Partners, LLC
CLOSED
Shares0 from 12,794
Change-12,794 (-100%)
Value$0 (-$317.5K)
Filed 2024-09-11
Accretive Wealth Partners, LLC
CLOSED
Shares0 from 12,424
Change-12,424 (-100%)
Value$0 (-$308.4K)
Filed 2024-02-13
Benjamin F. Edwards & Company, Inc.
CLOSED
Shares0 from 12,213
Change-12,213 (-100%)
Value$0 (-$303)
Filed 2024-02-06
Sound View Wealth Advisors Group, LLC
CLOSED
Shares0 from 11,980
Change-11,980 (-100%)
Value$0 (-$297.3K)
Filed 2024-02-08
9258 Wealth Management, LLC
CLOSED
Shares0 from 11,687
Change-11,687 (-100%)
Value$0 (-$290.1K)
Filed 2024-02-13
Granite Harbor Advisors, Inc.
CLOSED
Shares0 from 10,983
Change-10,983 (-100%)
Value$0 (-$272.6K)
Filed 2024-01-19
Winch Advisory Services, LLC
CLOSED
Shares0 from 10,938
Change-10,938 (-100%)
Value$0 (-$271)
Filed 2024-01-18
Princeton Global Asset Management LLC
CLOSED
Shares0 from 10,835
Change-10,835 (-100%)
Value$0 (-$268.9K)
Filed 2024-01-22
Northwest Wealth Management, LLC
CLOSED
Shares0 from 10,753
Change-10,753 (-100%)
Value$0 (-$266.9K)
Filed 2024-02-14
Stratos Wealth Advisors, LLC
CLOSED
Shares0 from 10,678
Change-10,678 (-100%)
Value$0 (-$265.0K)
Filed 2024-01-24
CGN Advisors LLC
CLOSED
Shares0 from 10,318
Change-10,318 (-100%)
Value$0 (-$256.1K)
Filed 2024-01-05
DB Wealth Management Group, LLC
CLOSED
Shares0 from 10,114
Change-10,114 (-100%)
Value$0 (-$251.0K)
Filed 2024-01-09
G&S Capital LLC
CLOSED
Shares0 from 9,767
Change-9,767 (-100%)
Value$0 (-$242.4K)
Filed 2024-01-29
Flow Traders U.S. LLC
CLOSED
Shares0 from 9,687
Change-9,687 (-100%)
Value$0 (-$240)
Filed 2024-02-14
Koss-Olinger Consulting, LLC
CLOSED
Shares0 from 9,543
Change-9,543 (-100%)
Value$0 (-$237.0K)
Filed 2024-02-13
Old Port Advisors
CLOSED
Shares0 from 9,308
Change-9,308 (-100%)
Value$0 (-$231.0K)
Filed 2024-06-26
Farther Finance Advisors, LLC
CLOSED
Shares0 from 9,248
Change-9,248 (-100%)
Value$0 (-$229.5K)
Filed 2024-02-15
Stratos Wealth Partners, Ltd.
CLOSED
Shares0 from 9,178
Change-9,178 (-100%)
Value$0 (-$227.8K)
Filed 2024-01-24
Private Trust Co NA
CLOSED
Shares0 from 8,814
Change-8,814 (-100%)
Value$0 (-$218.8K)
Filed 2024-01-24
Rinkey Investments
CLOSED
Shares0 from 8,483
Change-8,483 (-100%)
Value$0 (-$210.5K)
Filed 2024-02-12
Eastern Bank
CLOSED
Shares0 from 8,423
Change-8,423 (-100%)
Value$0 (-$209.1K)
Filed 2024-01-25
Cedar Brook Financial Partners, LLC
CLOSED
Shares0 from 8,381
Change-8,381 (-100%)
Value$0 (-$208.0K)
Filed 2024-01-12
Kathmere Capital Management, LLC
CLOSED
Shares0 from 8,091
Change-8,091 (-100%)
Value$0 (-$200.8K)
Filed 2024-04-16
JPMorgan Chase & Co
CLOSED
Shares0 from 7,050
Change-7,050 (-100%)
Value$0 (-$175.0K)
Filed 2024-12-26
Balentine LLC
CLOSED
Shares0 from 6,444
Change-6,444 (-100%)
Value$0 (-$159.9K)
Filed 2024-02-09
Steward Partners Investment Advisory, LLC
CLOSED
Shares0 from 5,189
Change-5,189 (-100%)
Value$0 (-$128.8K)
Filed 2024-02-12
Focused Wealth Management, Inc
CLOSED
Shares0 from 4,510
Change-4,510 (-100%)
Value$0 (-$111.9K)
Filed 2024-01-10
Comerica Bank
CLOSED
Shares0 from 4,249
Change-4,249 (-100%)
Value$0 (-$105.5K)
Filed 2024-02-14
Parallel Advisors, LLC
CLOSED
Shares0 from 4,000
Change-4,000 (-100%)
Value$0 (-$99.3K)
Filed 2024-02-12
Lanark Financial, Inc.
CLOSED
Shares0 from 3,894
Change-3,894 (-100%)
Value$0 (-$96)
Filed 2024-02-07
Old Second National Bank of Aurora
CLOSED
Shares0 from 3,273
Change-3,273 (-100%)
Value$0 (-$81.2K)
Filed 2024-01-31
Bay Harbor Wealth Management, LLC
CLOSED
Shares0 from 3,026
Change-3,026 (-100%)
Value$0 (-$75.1K)
Filed 2024-01-26
Colonial Trust Co / SC
CLOSED
Shares0 from 2,963
Change-2,963 (-100%)
Value$0 (-$73.5K)
Filed 2024-02-14
Harbor Investment Advisory, LLC
CLOSED
Shares0 from 2,500
Change-2,500 (-100%)
Value$0 (-$62.1K)
Filed 2024-01-26
Laurel Wealth Advisors LLC
CLOSED
Shares0 from 2,130
Change-2,130 (-100%)
Value$0 (-$52.9K)
Filed 2024-02-13
Capital Analysts, LLC
CLOSED
Shares0 from 1,821
Change-1,821 (-100%)
Value$0 (-$45)
Filed 2024-01-30
HHM Wealth Advisors, LLC
CLOSED
Shares0 from 1,681
Change-1,681 (-100%)
Value$0 (-$41.7K)
Filed 2024-02-05
Evermay Wealth Management LLC
CLOSED
Shares0 from 1,523
Change-1,523 (-100%)
Value$0 (-$37.8K)
Filed 2024-02-12
FinTrust Capital Advisors, LLC
CLOSED
Shares0 from 1,419
Change-1,419 (-100%)
Value$0 (-$35.2K)
Filed 2024-02-13
Barrett & Company, Inc.
CLOSED
Shares0 from 1,378
Change-1,378 (-100%)
Value$0 (-$34.2K)
Filed 2024-01-24
Spire Wealth Management
CLOSED
Shares0 from 1,350
Change-1,350 (-100%)
Value$0 (-$33.5K)
Filed 2024-02-06
Benjamin Edwards Inc
CLOSED
Shares0 from 1,335
Change-1,335 (-100%)
Value$0 (-$33)
Filed 2024-02-06
Robbins Farley
CLOSED
Shares0 from 1,289
Change-1,289 (-100%)
Value$0 (-$32.0K)
Filed 2024-02-01
Global Retirement Partners, LLC
CLOSED
Shares0 from 1,047
Change-1,047 (-100%)
Value$0 (-$25.9K)
Filed 2024-01-18
Parkside Financial Bank & Trust
CLOSED
Shares0 from 782
Change-782 (-100%)
Value$0 (-$19.4K)
Filed 2024-02-01
Grove Bank & Trust
CLOSED
Shares0 from 741
Change-741 (-100%)
Value$0 (-$18.4K)
Filed 2024-01-30
Tyler-Stone Wealth Management
CLOSED
Shares0 from 669
Change-669 (-100%)
Value$0 (-$17)
Filed 2024-02-14
Harbour Investments, Inc.
CLOSED
Shares0 from 623
Change-623 (-100%)
Value$0 (-$15.5K)
Filed 2024-02-16
Tower Research Capital LLC (TRC)
CLOSED
Shares0 from 466
Change-466 (-100%)
Value$0 (-$11.6K)
Filed 2024-02-13
DecisionPoint Financial, LLC
CLOSED
Shares0 from 394
Change-394 (-100%)
Value$0 (-$9.8K)
Filed 2024-01-31
American National Bank & Trust
CLOSED
Shares0 from 316
Change-316 (-100%)
Value$0 (-$7.8K)
Filed 2024-02-08
Stephens Consulting, LLC
CLOSED
Shares0 from 306
Change-306 (-100%)
Value$0 (-$7.6K)
Filed 2024-02-01
Sunbelt Securities, Inc.
CLOSED
Shares0 from 195
Change-195 (-100%)
Value$0 (-$4.8K)
Filed 2024-02-15
Authentikos Wealth Advisory, LLC
CLOSED
Shares0 from 53
Change-53 (-100%)
Value$0 (-$1.3K)
Filed 2024-01-30
Citigroup Inc
CLOSED
Shares0 from 37
Change-37 (-100%)
Value$0 (-$918)
Filed 2024-02-09
FMR LLC
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$497)
Filed 2026-11-05
Sugarloaf Wealth Management, LLC
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2024-01-10
Proequities, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2024-02-07
Steward Financial Group LLC
N/A
Shares— from 3,149
Change-3,149 (-100%)
Value—
Status
Granite Bay Wealth Management, LLC
DECREASED2,668,9213,155,566-486,645-15%$78.2K$66.1K-$12.1K2024-01-29
Blue Trust, Inc.
DECREASED195,569468,748-273,179-58%$11.6K$4.9K-$6.8K2024-01-18
IFP Advisors, Inc
DECREASED30,86931,015-1460%$769.8K$764.9K-$4.8K2024-01-09
Captrust Financial Advisors
CLOSED018,401,780-18,401,780-100%$456.7M$0-$456.7M2024-02-14
Bank of America Corp
CLOSED04,269,930-4,269,930-100%$106.0M$0-$106.0M2024-02-14
Morgan Stanley
CLOSED04,241,906-4,241,906-100%$105.3M$0-$105.3M2024-08-16
Arlington Partners LLC
CLOSED02,735,336-2,735,336-100%$67.9M$0-$67.9M2024-01-24
Arlington Trust Co LLC
CLOSED02,735,336-2,735,336-100%$67.9M$0-$67.9M2024-01-24
Rockefeller Capital Management L.P.
CLOSED02,659,922-2,659,922-100%$66.0M$0-$66.0M2024-02-14
Campbell Wealth Management
CLOSED02,304,679-2,304,679-100%$57.2K$0-$57.2K2024-02-08
Wells Fargo & Company
CLOSED02,137,249-2,137,249-100%$53.0M$0-$53.0M2024-02-09
NewEdge Advisors, LLC
CLOSED01,784,563-1,784,563-100%$44.3M$0-$44.3M2024-02-13
First Western Trust Bank
CLOSED01,498,998-1,498,998-100%$37.2M$0-$37.2M2024-02-07
Commonwealth Equity Services, LLC
CLOSED01,438,133-1,438,133-100%$35.7K$0-$35.7K2024-02-06
Cliftonlarsonallen Wealth Advisors, LLC
CLOSED01,123,630-1,123,630-100%$27.9M$0-$27.9M2024-01-16
Osaic Holdings, Inc.
CLOSED01,075,617-1,075,617-100%$26.7M$0-$26.7M2024-02-12
Hills Bank & Trust Co
CLOSED01,048,010-1,048,010-100%$26.0M$0-$26.0M2024-02-07
MV Capital Management, Inc.
CLOSED01,034,880-1,034,880-100%$25.7M$0-$25.7M2024-01-29
UBS Group AG
CLOSED01,009,519-1,009,519-100%$25.1M$0-$25.1M2024-02-09
LPL Financial LLC
CLOSED0980,567-980,567-100%$24.3M$0-$24.3M2024-02-14
Northwestern Mutual Wealth Management Co
CLOSED0931,021-931,021-100%$23.1M$0-$23.1M2024-02-13
Integrated Wealth Concepts LLC
CLOSED0876,539-876,539-100%$21.8M$0-$21.8M2024-02-13
Summitry LLC
CLOSED0834,332-834,332-100%$20.7M$0-$20.7M2024-02-07
Renaissance Technologies LLC
CLOSED0815,015-815,015-100%$20.2K$0-$20.2K2024-02-13
Strategic Blueprint, LLC
CLOSED0741,676-741,676-100%$18.4M$0-$18.4M2024-01-25
Jane Street Group, LLC
CLOSED0739,713-739,713-100%$18.4M$0-$18.4M2024-02-15
Connecticut Wealth Management, LLC
CLOSED0668,014-668,014-100%$16.6M$0-$16.6M2024-02-06
Goldman Sachs Group Inc
CLOSED0656,561-656,561-100%$16.3M$0-$16.3M2024-05-14
Royal Bank of Canada
CLOSED0599,837-599,837-100%$14.9M$0-$14.9M2024-02-14
Day & Ennis, LLC
CLOSED0563,026-563,026-100%$14.0M$0-$14.0M2024-01-18
Stifel Financial Corp
CLOSED0561,080-561,080-100%$13.9M$0-$13.9M2024-02-12
Baltimore-Washington Financial Advisors, Inc.
CLOSED0530,438-530,438-100%$13.2M$0-$13.2M2024-02-12
Brookstone Capital Management
CLOSED0486,751-486,751-100%$12.1M$0-$12.1M2024-01-11
Keeler Thomas Management LLC
CLOSED0485,810-485,810-100%$12.1M$0-$12.1M2024-02-01
KOM Wealth Management Group, LLC
CLOSED0470,100-470,100-100%$11.7M$0-$11.7M2024-02-06
HighTower Advisors, LLC
CLOSED0454,460-454,460-100%$11.3M$0-$11.3M2024-02-12
Envestnet Asset Management Inc
CLOSED0419,634-419,634-100%$10.4M$0-$10.4M2024-02-13
Raymond James Financial Services Advisors, Inc.
CLOSED0417,413-417,413-100%$10.4M$0-$10.4M2024-01-16
Gateway Wealth Partners, LLC
CLOSED0391,339-391,339-100%$9.7M$0-$9.7M2024-02-13
Trinity Wealth Management, LLC
CLOSED0384,434-384,434-100%$9.5M$0-$9.5M2024-01-18
Capital Investment Advisors, LLC
CLOSED0364,303-364,303-100%$9.0M$0-$9.0M2024-01-05
Krilogy Financial LLC
CLOSED0350,913-350,913-100%$8.7M$0-$8.7M2024-01-26
AE Wealth Management LLC
CLOSED0339,027-339,027-100%$8.4M$0-$8.4M2024-02-14
Raymond James & Associates
CLOSED0332,012-332,012-100%$8.2M$0-$8.2M2024-01-16
Atlantic Union Bankshares Corp
CLOSED0321,673-321,673-100%$8.0M$0-$8.0M2024-01-19
Denver PWM, LLC
CLOSED0318,156-318,156-100%$7.9M$0-$7.9M2024-02-13
Truist Financial Corp
CLOSED0300,454-300,454-100%$7.5M$0-$7.5M2024-02-02
Mariner, LLC
CLOSED0280,012-280,012-100%$6.9M$0-$6.9M2024-02-14
IFG Advisory, LLC
CLOSED0277,582-277,582-100%$6.9M$0-$6.9M2024-01-17
Cambridge Investment Research Advisors, Inc.
CLOSED0273,729-273,729-100%$6.8K$0-$6.8K2024-02-09
Gradient Investments LLC
CLOSED0266,757-266,757-100%$6.6M$0-$6.6M2024-01-18
Creative Planning
CLOSED0249,818-249,818-100%$6.2M$0-$6.2M2024-02-14
Reliant Wealth Planning
CLOSED0249,667-249,667-100%$6.2M$0-$6.2M2024-02-08
Cetera Investment Advisers
CLOSED0232,304-232,304-100%$5.8M$0-$5.8M2024-02-13
Old Mission Capital LLC
CLOSED0224,410-224,410-100%$5.6M$0-$5.6M2024-02-14
InterOcean Capital Group, LLC
CLOSED0214,144-214,144-100%$5.3M$0-$5.3M2024-02-09
Mutual Advisors, LLC
CLOSED0209,419-209,419-100%$5.2M$0-$5.2M2024-01-12
Marathon Mission, Inc.
CLOSED0202,482-202,482-100%$5.0M$0-$5.0M2024-01-05
Advisory Research Inc
CLOSED0190,385-190,385-100%$4.7M$0-$4.7M2024-02-13
Baird Financial Group, Inc.
CLOSED0189,276-189,276-100%$4.7M$0-$4.7M2024-02-14
Coldstream Capital Management Inc
CLOSED0189,181-189,181-100%$4.7M$0-$4.7M2024-02-09
Pacific Sage Partners, LLC
CLOSED0184,872-184,872-100%$4.6M$0-$4.6M2024-02-05
Leavell Investment Management, Inc.
CLOSED0177,897-177,897-100%$4.4K$0-$4.4K2024-01-23
Carnegie Investment Counsel
CLOSED0165,025-165,025-100%$4.1M$0-$4.1M2024-01-30
Thrivent Financial for Lutherans
CLOSED0149,347-149,347-100%$3.7K$0-$3.7K2024-02-14
Allworth Financial LP
CLOSED0148,375-148,375-100%$3.7M$0-$3.7M2024-01-24
CWM, LLC
CLOSED0142,816-142,816-100%$3.5K$0-$3.5K2024-02-01
Archer Investment Corp
CLOSED0138,494-138,494-100%$3.4M$0-$3.4M2024-01-31
Country Club Bank
CLOSED0138,192-138,192-100%$3.4M$0-$3.4M2024-01-22
Central Trust Co
CLOSED0136,936-136,936-100%$3.4M$0-$3.4M2024-01-24
PSI Advisors, LLC
CLOSED0135,568-135,568-100%$3.4M$0-$3.4M2024-02-01
Royal Harbor Partners, LLC
CLOSED0135,354-135,354-100%$3.4M$0-$3.4M2024-02-08
Equitable Holdings, Inc.
CLOSED0132,122-132,122-100%$3.3M$0-$3.3M2024-02-13
CreativeOne Wealth, LLC
CLOSED0126,780-126,780-100%$3.1K$0-$3.1K2024-02-09
Montag A & Associates Inc
CLOSED0124,748-124,748-100%$3.1M$0-$3.1M2024-02-07
Resonant Capital Advisors, LLC
CLOSED0124,127-124,127-100%$3.1M$0-$3.1M2024-01-31
Corient Private Wealth LP
CLOSED0122,084-122,084-100%$3.0M$0-$3.0M2024-02-09
Wealthspire Advisors, LLC
CLOSED0115,268-115,268-100%$2.9M$0-$2.9M2024-02-07
Regal Investment Advisors LLC
CLOSED0111,266-111,266-100%$2.8M$0-$2.8M2024-02-14
Lincoln National Corp
CLOSED0111,120-111,120-100%$2.8M$0-$2.8M2024-02-06
Essential Planning, Llc.
CLOSED0108,326-108,326-100%$2.7M$0-$2.7M2024-02-13
Boston Family Office LLC
CLOSED0102,328-102,328-100%$2.5K$0-$2.5K2024-02-12
Sigma Planning Corp
CLOSED095,414-95,414-100%$2.4M$0-$2.4M2024-02-01
Robertson Stephens Wealth Management, LLC
CLOSED093,827-93,827-100%$2.3M$0-$2.3M2024-02-06
Lokken Investment Group LLC
CLOSED091,701-91,701-100%$2.3M$0-$2.3M2024-02-13
Advance Capital Management, Inc.
CLOSED088,661-88,661-100%$2.2M$0-$2.2M2024-01-10
Janney Montgomery Scott LLC
CLOSED085,932-85,932-100%$2.1K$0-$2.1K2024-02-08
MML Investors Services, LLC
CLOSED085,737-85,737-100%$2.1K$0-$2.1K2024-02-14
Lantz Financial LLC
CLOSED084,152-84,152-100%$2.1M$0-$2.1M2024-01-12
Eldridge Investment Advisors, Inc.
CLOSED081,770-81,770-100%$2.0K$0-$2.0K2024-02-06
Citadel Advisors LLC
CLOSED079,751-79,751-100%$2.0M$0-$2.0M2024-02-14
Safeguard Financial, LLC
CLOSED079,748-79,748-100%$2.0M$0-$2.0M2024-01-30
Sawtooth Asset Management, Inc.
CLOSED079,454-79,454-100%$2.0M$0-$2.0M2024-01-29
Cetera Advisor Networks LLC
CLOSED071,857-71,857-100%$1.8M$0-$1.8M2024-02-13
Guidance Capital, Inc
CLOSED070,138-70,138-100%$1.7M$0-$1.7M2024-03-01
Klaas Financial Asset Advisors, LLC
CLOSED067,439-67,439-100%$1.7M$0-$1.7M2024-02-08
US Bancorp \de\
CLOSED065,475-65,475-100%$1.6M$0-$1.6M2024-02-09
Belpointe Asset Management LLC
CLOSED064,767-64,767-100%$1.6M$0-$1.6M2024-02-13
Associated Banc-Corp
CLOSED057,085-57,085-100%$1.4M$0-$1.4M2024-02-09
Cooper Financial Group
CLOSED056,779-56,779-100%$1.4M$0-$1.4M2024-01-16
Avantax Planning Partners, Inc.
CLOSED054,408-54,408-100%$1.4M$0-$1.4M2024-02-09
Absolute Capital Management, LLC
CLOSED052,700-52,700-100%$1.3M$0-$1.3M2024-02-02
Phillips Financial Management, LLC
CLOSED051,566-51,566-100%$1.3M$0-$1.3M2024-01-25
Atria Wealth Solutions, Inc.
CLOSED051,171-51,171-100%$1.3M$0-$1.3M2024-02-02
Valmark Advisers, Inc.
CLOSED049,398-49,398-100%$1.2M$0-$1.2M2024-02-02
Cary Street Partners Investment Advisory LLC
CLOSED049,237-49,237-100%$1.2M$0-$1.2M2024-02-07
Private Advisor Group, LLC
CLOSED047,321-47,321-100%$1.2M$0-$1.2M2024-02-06
Howland Capital Management LLC
CLOSED046,655-46,655-100%$1.2M$0-$1.2M2024-01-23
Conrad Siegel Investment Advisors, Inc.
CLOSED046,371-46,371-100%$1.2M$0-$1.2M2024-01-12
Alterna Wealth Management, Inc
CLOSED046,263-46,263-100%$1.1M$0-$1.1M2024-02-06
H D Vest Advisory Services
CLOSED045,055-45,055-100%$1.1M$0-$1.1M2024-02-07
United Community Bank
CLOSED044,000-44,000-100%$1.1M$0-$1.1M2024-02-13
Financial Futures Ltd Liability Co.
CLOSED042,682-42,682-100%$1.1M$0-$1.1M2024-01-25
Schmidt P J Investment Management Inc
CLOSED042,335-42,335-100%$1.0M$0-$1.0M2024-01-29
IHT Wealth Management, LLC
CLOSED041,130-41,130-100%$1.0M$0-$1.0M2024-02-14
Journey Advisory Group, LLC
CLOSED038,140-38,140-100%$946.6K$0-$946.6K2024-02-14
Atlas Private Wealth Advisors
CLOSED038,000-38,000-100%$943.2K$0-$943.2K2024-01-10
Chatham Capital Group, Inc.
CLOSED036,650-36,650-100%$909.7K$0-$909.7K2024-01-19
Fairhaven Wealth Management, LLC
CLOSED035,369-35,369-100%$877.9K$0-$877.9K2024-02-08
Element Wealth, LLC
CLOSED035,253-35,253-100%$875.0K$0-$875.0K2024-02-01
Roberts Financial Services LLC
CLOSED033,990-33,990-100%$843.6K$0-$843.6K2024-01-23
Studio Investment Management LLC
CLOSED033,426-33,426-100%$829.6K$0-$829.6K2024-02-16
American Planning Services, Inc.
CLOSED033,025-33,025-100%$819.7K$0-$819.7K2024-02-07
Marathon Capital Management
CLOSED033,000-33,000-100%$819.1K$0-$819.1K2024-02-14
Scissortail Wealth Management, LLC
CLOSED032,941-32,941-100%$816.3K$0-$816.3K2024-01-30
Crew Capital Management, Ltd
CLOSED032,359-32,359-100%$803.2K$0-$803.2K2024-02-05
MKT Advisors LLC
CLOSED031,195-31,195-100%$770.8K$0-$770.8K2024-01-16
Cary Street Partners Asset Management LLC
CLOSED030,147-30,147-100%$748.2K$0-$748.2K2024-02-05
True Link Financial Advisors, LLC
CLOSED030,130-30,130-100%$747.8K$0-$747.8K2024-01-19
Endowment Wealth Management, Inc.
CLOSED028,849-28,849-100%$716.0K$0-$716.0K2024-02-07
Cerity Partners LLC
CLOSED025,852-25,852-100%$641.6K$0-$641.6K2024-01-26
Kestra Advisory Services, LLC
CLOSED025,717-25,717-100%$638.3K$0-$638.3K2024-02-14
Cherry Tree Wealth Management, LLC
CLOSED023,637-23,637-100%$586.7K$0-$586.7K2024-02-06
Atlantic Private Wealth, LLC
CLOSED023,549-23,549-100%$584.5K$0-$584.5K2024-02-09
Consolidated Portfolio Review Corp
CLOSED023,346-23,346-100%$579.5K$0-$579.5K2024-01-29
Kestra Private Wealth Services, LLC
CLOSED021,180-21,180-100%$525.7K$0-$525.7K2024-02-05
Ameriprise Financial Inc
CLOSED021,123-21,123-100%$524.3K$0-$524.3K2024-02-14
Mascoma Wealth Management LLC
CLOSED020,245-20,245-100%$502.5K$0-$502.5K2024-01-24
CIBC World Market Inc.
CLOSED020,040-20,040-100%$497$0-$4972024-02-13
Cetera Advisors LLC
CLOSED019,003-19,003-100%$471.7K$0-$471.7K2024-02-13
4J Wealth Management LLC
CLOSED018,820-18,820-100%$467.1K$0-$467.1K2024-01-22
Two Sigma Securities, LLC
CLOSED018,321-18,321-100%$454.7K$0-$454.7K2024-02-14
Mattern Capital Management, LLC
CLOSED017,367-17,367-100%$431.0K$0-$431.0K2024-02-14
Claro Advisors Inc.
CLOSED017,008-17,008-100%$422.1K$0-$422.1K2024-01-22
Beacon Pointe Advisors, LLC
CLOSED016,685-16,685-100%$414.1K$0-$414.1K2024-02-08
CFS Investment Advisory Services, LLC
CLOSED016,157-16,157-100%$401$0-$4012024-02-13
Summit Asset Management, LLC
CLOSED015,920-15,920-100%$395.1K$0-$395.1K2024-02-06
Wealthsource Partners, LLC
CLOSED015,725-15,725-100%$390.3K$0-$390.3K2024-01-16
Advisory Services Network, LLC
CLOSED015,404-15,404-100%$382.3K$0-$382.3K2024-02-09
Stockman Wealth Management, Inc.
CLOSED014,583-14,583-100%$361.9K$0-$361.9K2024-02-01
J.W. Cole Advisors, Inc.
CLOSED014,340-14,340-100%$355.9K$0-$355.9K2024-01-31
Horizons Wealth Management
CLOSED014,285-14,285-100%$354.5K$0-$354.5K2024-01-08
Commonwealth Financial Services, LLC
CLOSED014,165-14,165-100%$351.6K$0-$351.6K2024-02-14
Gould Asset Management LLC
CLOSED013,130-13,130-100%$325.9K$0-$325.9K2024-02-02
Atlantic Trust Group, LLC
CLOSED012,900-12,900-100%$320.2K$0-$320.2K2024-02-13
Summit Wealth Partners, LLC
CLOSED012,794-12,794-100%$317.5K$0-$317.5K2024-09-11
Accretive Wealth Partners, LLC
CLOSED012,424-12,424-100%$308.4K$0-$308.4K2024-02-13
Benjamin F. Edwards & Company, Inc.
CLOSED012,213-12,213-100%$303$0-$3032024-02-06
Sound View Wealth Advisors Group, LLC
CLOSED011,980-11,980-100%$297.3K$0-$297.3K2024-02-08
9258 Wealth Management, LLC
CLOSED011,687-11,687-100%$290.1K$0-$290.1K2024-02-13
Granite Harbor Advisors, Inc.
CLOSED010,983-10,983-100%$272.6K$0-$272.6K2024-01-19
Winch Advisory Services, LLC
CLOSED010,938-10,938-100%$271$0-$2712024-01-18
Princeton Global Asset Management LLC
CLOSED010,835-10,835-100%$268.9K$0-$268.9K2024-01-22
Northwest Wealth Management, LLC
CLOSED010,753-10,753-100%$266.9K$0-$266.9K2024-02-14
Stratos Wealth Advisors, LLC
CLOSED010,678-10,678-100%$265.0K$0-$265.0K2024-01-24
CGN Advisors LLC
CLOSED010,318-10,318-100%$256.1K$0-$256.1K2024-01-05
DB Wealth Management Group, LLC
CLOSED010,114-10,114-100%$251.0K$0-$251.0K2024-01-09
G&S Capital LLC
CLOSED09,767-9,767-100%$242.4K$0-$242.4K2024-01-29
Flow Traders U.S. LLC
CLOSED09,687-9,687-100%$240$0-$2402024-02-14
Koss-Olinger Consulting, LLC
CLOSED09,543-9,543-100%$237.0K$0-$237.0K2024-02-13
Old Port Advisors
CLOSED09,308-9,308-100%$231.0K$0-$231.0K2024-06-26
Farther Finance Advisors, LLC
CLOSED09,248-9,248-100%$229.5K$0-$229.5K2024-02-15
Stratos Wealth Partners, Ltd.
CLOSED09,178-9,178-100%$227.8K$0-$227.8K2024-01-24
Private Trust Co NA
CLOSED08,814-8,814-100%$218.8K$0-$218.8K2024-01-24
Rinkey Investments
CLOSED08,483-8,483-100%$210.5K$0-$210.5K2024-02-12
Eastern Bank
CLOSED08,423-8,423-100%$209.1K$0-$209.1K2024-01-25
Cedar Brook Financial Partners, LLC
CLOSED08,381-8,381-100%$208.0K$0-$208.0K2024-01-12
Kathmere Capital Management, LLC
CLOSED08,091-8,091-100%$200.8K$0-$200.8K2024-04-16
JPMorgan Chase & Co
CLOSED07,050-7,050-100%$175.0K$0-$175.0K2024-12-26
Balentine LLC
CLOSED06,444-6,444-100%$159.9K$0-$159.9K2024-02-09
Steward Partners Investment Advisory, LLC
CLOSED05,189-5,189-100%$128.8K$0-$128.8K2024-02-12
Focused Wealth Management, Inc
CLOSED04,510-4,510-100%$111.9K$0-$111.9K2024-01-10
Comerica Bank
CLOSED04,249-4,249-100%$105.5K$0-$105.5K2024-02-14
Parallel Advisors, LLC
CLOSED04,000-4,000-100%$99.3K$0-$99.3K2024-02-12
Lanark Financial, Inc.
CLOSED03,894-3,894-100%$96$0-$962024-02-07
Old Second National Bank of Aurora
CLOSED03,273-3,273-100%$81.2K$0-$81.2K2024-01-31
Bay Harbor Wealth Management, LLC
CLOSED03,026-3,026-100%$75.1K$0-$75.1K2024-01-26
Colonial Trust Co / SC
CLOSED02,963-2,963-100%$73.5K$0-$73.5K2024-02-14
Harbor Investment Advisory, LLC
CLOSED02,500-2,500-100%$62.1K$0-$62.1K2024-01-26
Laurel Wealth Advisors LLC
CLOSED02,130-2,130-100%$52.9K$0-$52.9K2024-02-13
Capital Analysts, LLC
CLOSED01,821-1,821-100%$45$0-$452024-01-30
HHM Wealth Advisors, LLC
CLOSED01,681-1,681-100%$41.7K$0-$41.7K2024-02-05
Evermay Wealth Management LLC
CLOSED01,523-1,523-100%$37.8K$0-$37.8K2024-02-12
FinTrust Capital Advisors, LLC
CLOSED01,419-1,419-100%$35.2K$0-$35.2K2024-02-13
Barrett & Company, Inc.
CLOSED01,378-1,378-100%$34.2K$0-$34.2K2024-01-24
Spire Wealth Management
CLOSED01,350-1,350-100%$33.5K$0-$33.5K2024-02-06
Benjamin Edwards Inc
CLOSED01,335-1,335-100%$33$0-$332024-02-06
Robbins Farley
CLOSED01,289-1,289-100%$32.0K$0-$32.0K2024-02-01
Global Retirement Partners, LLC
CLOSED01,047-1,047-100%$25.9K$0-$25.9K2024-01-18
Parkside Financial Bank & Trust
CLOSED0782-782-100%$19.4K$0-$19.4K2024-02-01
Grove Bank & Trust
CLOSED0741-741-100%$18.4K$0-$18.4K2024-01-30
Tyler-Stone Wealth Management
CLOSED0669-669-100%$17$0-$172024-02-14
Harbour Investments, Inc.
CLOSED0623-623-100%$15.5K$0-$15.5K2024-02-16
Tower Research Capital LLC (TRC)
CLOSED0466-466-100%$11.6K$0-$11.6K2024-02-13
DecisionPoint Financial, LLC
CLOSED0394-394-100%$9.8K$0-$9.8K2024-01-31
American National Bank & Trust
CLOSED0316-316-100%$7.8K$0-$7.8K2024-02-08
Stephens Consulting, LLC
CLOSED0306-306-100%$7.6K$0-$7.6K2024-02-01
Sunbelt Securities, Inc.
CLOSED0195-195-100%$4.8K$0-$4.8K2024-02-15
Authentikos Wealth Advisory, LLC
CLOSED053-53-100%$1.3K$0-$1.3K2024-01-30
Citigroup Inc
CLOSED037-37-100%$918$0-$9182024-02-09
FMR LLC
CLOSED020-20-100%$497$0-$4972026-11-05
Sugarloaf Wealth Management, LLC
CLOSED000—$0$0$02024-01-10
Proequities, Inc.
CLOSED000—$0$0$02024-02-07
Steward Financial Group LLC
N/A—3,149-3,149-100%$78———
Showing 214 of 214 institutions