IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Mplx LP (MPLX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Alps Advisors Inc
INCREASED
Shares30,463,695 from 28,601,592
Change+1,862,103 (+7%)
Value$1.7B (+$104.6M)
Filed 2026-11-03
Chickasaw Capital Management LLC
INCREASED
Shares5,212,185 from 5,211,734
Change+451 (+0%)
Value$293.6M (+$293.3M)
Filed 2026-10-08
Miller Howard Investments Inc
DECREASED
Shares2,317,575 from 2,325,809
Change-8,234 (0%)
Value$130.5M (-$487.0K)
Filed 2026-10-26
Eagle Global Advisors LLC
DECREASED
Shares1,793,676 from 1,793,816
Change-140 (0%)
Value$101.0M (-$25.8K)
Filed 2026-11-02
Fractal Investments LLC
UNCHANGED
Shares1,668,116 from 1,668,116
Change0 (0%)
Value$93.9M (-$16.7K)
Filed 2026-10-28
AlphaCore Capital LLC
INCREASED
Shares1,615,663 from 1,615,591
Change+72 (0%)
Value$91.0M (-$12.1K)
Filed 2026-11-04
Duff & Phelps Investment Management Co
DECREASED
Shares1,423,467 from 1,618,467
Change-195,000 (-12%)
Value$80.2M (-$11.0M)
Filed 2026-11-06
Cushing Asset Management, LP dba NXG Investment Management
DECREASED
Shares1,330,800 from 1,614,600
Change-283,800 (-18%)
Value$75.0M (-$16.0M)
Filed 2026-10-26
Barclays PLC
INCREASED
Shares1,000,595 from 970,593
Change+30,002 (+3%)
Value$56.4M (+$1.7M)
Filed 2026-11-06
Deutsche Bank Ag\
INCREASED
Shares906,110 from 853,780
Change+52,330 (+6%)
Value$51.0M (+$2.9M)
Filed 2026-11-06
Americana Partners, LLC
INCREASED
Shares858,158 from 856,711
Change+1,447 (+0%)
Value$48.3M (+$72.9K)
Filed 2026-10-28
Neos Investment Management LLC
INCREASED
Shares709,486 from 486,025
Change+223,461 (+46%)
Value$40.0M (+$12.6M)
Filed 2026-11-04
Reaves W H & Co Inc
UNCHANGED
Shares670,500 from 670,500
Change0 (0%)
Value$37.8M (-$6.7K)
Filed 2026-11-06
Chicago Partners Investment Group LLC
INCREASED
Shares492,785 from 488,733
Change+4,052 (+1%)
Value$29.1M (+$1.0M)
Filed 2026-10-27
LPL Financial LLC
INCREASED
Shares487,817 from 470,133
Change+17,684 (+4%)
Value$27.5M (+$991.3K)
Filed 2026-11-06
Natixis
INCREASED
Shares483,958 from 23,958
Change+460,000 (+1920%)
Value$27.3M (+$25.9M)
Filed 2026-11-06
Northside Capital Management, LLC
DECREASED
Shares356,063 from 362,982
Change-6,919 (-2%)
Value$20.1M (-$393.3K)
Filed 2026-10-13
Exchange Traded Concepts, LLC
DECREASED
Shares340,459 from 368,974
Change-28,515 (-8%)
Value$19.2M (-$1.6M)
Filed 2026-10-28
Catalyst Capital Advisors LLC
DECREASED
Shares321,208 from 322,143
Change-935 (0%)
Value$18.1M (-$55.9K)
Filed 2026-11-02
Maryland State Retirement & Pension System
DECREASED
Shares314,152 from 355,372
Change-41,220 (-12%)
Value$17.7M (-$2.3M)
Filed 2026-11-05
TrueMark Investments, LLC
INCREASED
Shares300,727 from 266,413
Change+34,314 (+13%)
Value$16.9M (+$1.9M)
Filed 2026-11-05
Walnut Private Equity Partners, LLC
INCREASED
Shares295,500 from 268,000
Change+27,500 (+10%)
Value$16.6M (+$982.8K)
Filed 2026-10-14
Tectonic Advisors LLC
INCREASED
Shares292,674 from 278,156
Change+14,518 (+5%)
Value$16.5M (+$814.9K)
Filed 2026-10-22
Private Capital Advisors, Inc.
DECREASED
Shares260,416 from 260,486
Change-70 (0%)
Value$14.7M (-$6.5K)
Filed 2026-10-06
Citigroup Inc
DECREASED
Shares251,008 from 275,873
Change-24,865 (-9%)
Value$14.1M (-$1.4M)
Filed 2026-11-04
Deroy & Devereaux Private Investment Counsel Inc
INCREASED
Shares228,032 from 226,982
Change+1,050 (+0%)
Value$12.8K (-$12.8M)
Filed 2026-10-26
Adams Asset Advisors, LLC
UNCHANGED
Shares221,452 from 221,452
Change0 (0%)
Value$12.5M (-$2.2K)
Filed 2026-10-08
Evergreen Capital Management LLC
DECREASED
Shares172,844 from 176,959
Change-4,115 (-2%)
Value$9.7M (-$233.5K)
Filed 2026-10-23
Hennessy Advisors Inc
UNCHANGED
Shares162,519 from 162,519
Change0 (0%)
Value$9.2M (-$1.6K)
Filed 2026-10-28
Blueprint Financial Advisors LLC
INCREASED
Shares160,788 from 156,970
Change+3,818 (+2%)
Value$9.1M (+$213.5K)
Filed 2026-10-28
Blueprint Investment Partners LLC
INCREASED
Shares160,788 from 156,970
Change+3,818 (+2%)
Value$9.1M (+$213.5K)
Filed 2026-10-28
Gilman Hill Asset Management, LLC
DECREASED
Shares151,340 from 154,120
Change-2,780 (-2%)
Value$8.5M (-$158.1K)
Filed 2026-10-13
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares151,333 from 150,386
Change+947 (+1%)
Value$8.5M (+$51.8K)
Filed 2026-10-15
Kestra Advisory Services, LLC
INCREASED
Shares144,403 from 144,371
Change+32 (+0%)
Value$8.1M (+$353)
Filed 2026-11-02
Kercheville Advisors, LLC
DECREASED
Shares134,274 from 137,657
Change-3,383 (-2%)
Value$7.6M (-$191.9K)
Filed 2026-10-19
Commonwealth Equity Services, LLC
DECREASED
Shares128,970 from 131,765
Change-2,795 (-2%)
Value$7.3M (-$158.7K)
Filed 2026-11-02
PNC Financial Services Group, Inc.
INCREASED
Shares124,590 from 118,990
Change+5,600 (+5%)
Value$7.0M (+$314.2K)
Filed 2026-11-06
CoreCap Advisors, LLC
INCREASED
Shares123,372 from 106,118
Change+17,254 (+16%)
Value$6.9M (+$970.7K)
Filed 2026-10-08
Jefferies Financial Group Inc.
NEW
Shares121,125
Change+121,125
Value$6.8M
Filed 2026-11-05
Lido Advisors, LLC
INCREASED
Shares108,007 from 103,806
Change+4,201 (+4%)
Value$6.1M (+$235.6K)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares101,934 from 75,744
Change+26,190 (+35%)
Value$5.8M (+$1.5M)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares100,376 from 93,402
Change+6,974 (+7%)
Value$5.7K (-$5.3M)
Filed 2026-11-02
Adell Harriman & Carpenter Inc
INCREASED
Shares95,120 from 91,145
Change+3,975 (+4%)
Value$5.4M (+$223.0K)
Filed 2026-11-02
Private Wealth Partners, LLC
UNCHANGED
Shares94,400 from 94,400
Change0 (0%)
Value$5.3M (-$944)
Filed 2026-10-22
HUB Investment Partners, LLC
INCREASED
Shares89,244 from 78,964
Change+10,280 (+13%)
Value$5.0M (+$578.2K)
Filed 2026-11-03
Elco Management Co., LLC
INCREASED
Shares87,441 from 84,746
Change+2,695 (+3%)
Value$4.9M (+$150.9K)
Filed 2026-10-14
Castellan Group
INCREASED
Shares83,509 from 82,931
Change+578 (+1%)
Value$4.7M (+$31.7K)
Filed 2026-10-19
Asset One Wealth Management LLC
INCREASED
Shares67,702 from 67,644
Change+58 (+0%)
Value$3.8M (-$2.8K)
Filed 2026-11-02
Childress Capital Advisors, LLC
UNCHANGED
Shares67,641 from 67,641
Change0 (0%)
Value$3.8M (-$677)
Filed 2026-10-28
Fort Washington Investment Advisors Inc
INCREASED
Shares65,336 from 58,535
Change+6,801 (+12%)
Value$3.7M (+$382.4K)
Filed 2026-10-15
Savant Capital, LLC
INCREASED
Shares65,228 from 51,198
Change+14,030 (+27%)
Value$3.7M (+$672.8K)
Filed 2026-11-06
Spirit of America Management Corp
UNCHANGED
Shares64,647 from 64,647
Change0 (0%)
Value$3.6M (-$647)
Filed 2026-10-14
Forum Financial Management, LP
INCREASED
Shares62,300 from 62,292
Change+8 (+0%)
Value$3.5M (-$167)
Filed 2026-10-16
Oppenheimer & Co Inc
INCREASED
Shares61,864 from 24,409
Change+37,455 (+153%)
Value$3.5M (+$2.1M)
Filed 2026-10-26
US Bancorp \de\
INCREASED
Shares60,742 from 59,742
Change+1,000 (+2%)
Value$3.4M (+$55.7K)
Filed 2026-11-05
Samalin Investment Counsel, LLC
INCREASED
Shares60,593 from 59,733
Change+860 (+1%)
Value$3.4M (+$47.8K)
Filed 2026-10-23
Davenport & Co LLC
UNCHANGED
Shares59,583 from 59,583
Change0 (0%)
Value$3.4M (-$595)
Filed 2026-10-14
Pathway Financial Advisers, LLC
INCREASED
Shares57,395 from 53,539
Change+3,856 (+7%)
Value$3.2M (+$216.6K)
Filed 2026-10-27
Mutual of America Capital Management LLC
UNCHANGED
Shares54,099 from 54,099
Change0 (0%)
Value$3.0M (-$541)
Filed 2026-10-23
Williams Jones Wealth Management, Llc.
INCREASED
Shares53,481 from 52,731
Change+750 (+1%)
Value$3.0M (+$41.7K)
Filed 2026-11-05
GraniteShares Advisors LLC
INCREASED
Shares52,839 from 52,023
Change+816 (+2%)
Value$3.0M (+$45.4K)
Filed 2026-10-29
Doliver Advisors, LP
DECREASED
Shares51,548 from 51,748
Change-200 (0%)
Value$2.9M (-$11.8K)
Filed 2026-10-01
Creative Planning
INCREASED
Shares50,829 from 50,653
Change+176 (+0%)
Value$2.9M (+$9.4K)
Filed 2026-11-02
Private Management Group Inc
UNCHANGED
Shares50,000 from 50,000
Change0 (0%)
Value$2.8M (-$500)
Filed 2026-11-04
Applied Capital LLC
INCREASED
Shares49,415 from 48,875
Change+540 (+1%)
Value$2.8M (+$29.9K)
Filed 2026-10-07
Howard Financial Services, Ltd.
INCREASED
Shares49,258 from 48,413
Change+845 (+2%)
Value$2.8M (+$47.1K)
Filed 2026-10-15
Crescent Grove Advisors, LLC
INCREASED
Shares48,487 from 45,394
Change+3,093 (+7%)
Value$2.7M (+$173.7K)
Filed 2026-10-21
CFM Wealth Partners LLC
UNCHANGED
Shares46,729 from 46,729
Change0 (0%)
Value$2.6M (-$468)
Filed 2026-11-05
Parkside Financial Bank & Trust
INCREASED
Shares44,312 from 43,312
Change+1,000 (+2%)
Value$2.5M (+$55.9K)
Filed 2026-10-27
Searle & Co.
DECREASED
Shares43,400 from 45,400
Change-2,000 (-4%)
Value$2.4M (-$113.1K)
Filed 2026-11-04
Prospera Financial Services Inc
INCREASED
Shares42,390 from 34,547
Change+7,843 (+23%)
Value$2.6M (+$604.1K)
Filed 2026-11-04
Bahl & Gaynor LLC
DECREASED
Shares39,975 from 41,225
Change-1,250 (-3%)
Value$2.3M (-$70.8K)
Filed 2026-11-05
Pekin Hardy Strauss, Inc.
INCREASED
Shares39,054 from 39,049
Change+5 (+0%)
Value$2.2M (-$150)
Filed 2026-11-02
Fourpath Capital Management, LLC
UNCHANGED
Shares39,048 from 39,048
Change0 (0%)
Value$2.2M (-$391)
Filed 2026-10-19
Keybank National Association
DECREASED
Shares36,970 from 40,970
Change-4,000 (-10%)
Value$2.1M (-$225.7K)
Filed 2026-11-04
Birch Capital Management, LLC
DECREASED
Shares34,880 from 35,627
Change-747 (-2%)
Value$2.0M (-$42.4K)
Filed 2026-10-27
Argyle Capital Partners, LLC
DECREASED
Shares32,820 from 33,677
Change-857 (-3%)
Value$1.8M (-$48.6K)
Filed 2026-10-23
UMB Bank, n.a.
UNCHANGED
Shares32,725 from 32,725
Change0 (0%)
Value$1.8M (-$327)
Filed 2026-11-06
Obermeyer Wealth Partners
UNCHANGED
Shares32,346 from 32,346
Change0 (0%)
Value$1.8M (-$323)
Filed 2026-10-21
Clear Trail Advisors, LLC
INCREASED
Shares31,631 from 31,269
Change+362 (+1%)
Value$1.8M (+$20.1K)
Filed 2026-10-20
CWA Asset Management Group, LLC
UNCHANGED
Shares31,172 from 31,172
Change0 (0%)
Value$1.8M (-$312)
Filed 2026-10-19
Daymark Wealth Partners, LLC
DECREASED
Shares31,031 from 31,706
Change-675 (-2%)
Value$1.7M (-$38.3K)
Filed 2026-11-04
Apollon Wealth Management, LLC
DECREASED
Shares31,004 from 31,902
Change-898 (-3%)
Value$1.7M (-$50.9K)
Filed 2026-10-23
Ascentis Wealth Management, LLC
INCREASED
Shares30,793 from 6,850
Change+23,943 (+350%)
Value$1.7M (+$1.3M)
Filed 2026-11-03
Geneva Partners, LLC
UNCHANGED
Shares30,000 from 30,000
Change0 (0%)
Value$1.7M (-$300)
Filed 2026-10-26
Fortem Financial Group, LLC
INCREASED
Shares29,941 from 29,190
Change+751 (+3%)
Value$1.7M (+$42.0K)
Filed 2026-10-20
ProShare Advisors LLC
DECREASED
Shares29,154 from 34,212
Change-5,058 (-15%)
Value$1.6M (-$285.2K)
Filed 2026-10-29
Outfitters Financial LLC
UNCHANGED
Shares27,972 from 27,972
Change0 (0%)
Value$1.6M (-$280)
Filed 2026-10-23
Allworth Financial LP
INCREASED
Shares27,479 from 26,006
Change+1,473 (+6%)
Value$1.5M (+$83.0K)
Filed 2026-11-06
Simplex Trading, LLC
INCREASED
Shares27,451 from 6,862
Change+20,589 (+300%)
Value$1.5M (+$1.2M)
Filed 2026-11-04
Brookstone Capital Management
INCREASED
Shares26,900 from 25,424
Change+1,476 (+6%)
Value$1.5M (+$82.8K)
Filed 2026-10-22
Security National Bank
INCREASED
Shares26,797 from 26,222
Change+575 (+2%)
Value$1.5M (+$32.1K)
Filed 2026-10-26
Venture Visionary Partners LLC
INCREASED
Shares26,423 from 11,677
Change+14,746 (+126%)
Value$1.5M (+$830.4K)
Filed 2026-10-07
Hourglass Capital, LLC
UNCHANGED
Shares25,872 from 25,872
Change0 (0%)
Value$1.5M (-$259)
Filed 2026-10-26
D.A. Davidson & Co.
DECREASED
Shares25,670 from 27,055
Change-1,385 (-5%)
Value$1.4M (-$78.3K)
Filed 2026-10-28
Bokf, NA
INCREASED
Shares25,155 from 10,143
Change+15,012 (+148%)
Value$1.4M (+$845.4K)
Filed 2026-10-27
MGO One Seven LLC
INCREASED
Shares25,046 from 24,813
Change+233 (+1%)
Value$1.4M (+$12.9K)
Filed 2026-10-28
Compass Financial Group, Inc
INCREASED
Shares24,958 from 19,589
Change+5,369 (+27%)
Value$1.4M (+$302.2K)
Filed 2026-10-13
Burford Brothers, Inc.
INCREASED
Shares24,913 from 24,875
Change+38 (+0%)
Value$1.4M (+$1.8K)
Filed 2026-10-21
Westover Capital Advisors, LLC
UNCHANGED
Shares24,900 from 24,900
Change0 (0%)
Value$1.4M (-$249)
Filed 2026-10-26
Oppenheimer Asset Management Inc.
DECREASED
Shares24,658 from 34,924
Change-10,266 (-29%)
Value$1.4M (-$578.5K)
Filed 2026-10-27
Robertson Stephens Wealth Management, LLC
DECREASED
Shares24,335 from 24,368
Change-33 (0%)
Value$1.4M (-$2.1K)
Filed 2026-10-16
Allspring Global Investments Holdings, LLC
INCREASED
Shares23,515 from 23,064
Change+451 (+2%)
Value$1.3M (+$28.8K)
Filed 2026-11-04
Concurrent Investment Advisors, LLC
INCREASED
Shares23,425 from 14,069
Change+9,356 (+67%)
Value$1.3M (+$526.8K)
Filed 2026-10-16
Wellington Grp LLC
INCREASED
Shares23,356 from 15,589
Change+7,767 (+50%)
Value$1.3M (+$437.3K)
Filed 2026-11-06
Novem Group
INCREASED
Shares23,000 from 20,000
Change+3,000 (+15%)
Value$1.3M (+$168.8K)
Filed 2026-10-19
Merit Financial Group, LLC
DECREASED
Shares22,503 from 23,491
Change-988 (-4%)
Value$1.3M (-$55.9K)
Filed 2026-11-06
C2c Wealth Management, LLC
UNCHANGED
Shares22,321 from 22,321
Change0 (0%)
Value$1.3M (-$223)
Filed 2026-10-20
Bank of New York Mellon Corp
INCREASED
Shares21,672 from 19,420
Change+2,252 (+12%)
Value$1.2M (+$126.6K)
Filed 2026-11-05
HB Wealth Management, LLC
INCREASED
Shares21,537 from 21,402
Change+135 (+1%)
Value$1.2M (+$7.3K)
Filed 2026-10-23
Trilogy Capital Inc.
INCREASED
Shares20,783 from 20,683
Change+100 (+0%)
Value$1.2M (+$5.5K)
Filed 2026-10-20
IFP Advisors, Inc
INCREASED
Shares20,042 from 18,490
Change+1,552 (+8%)
Value$1.1M (+$87.2K)
Filed 2026-10-16
GFS Advisors, LLC
UNCHANGED
Shares19,325 from 19,325
Change0 (0%)
Value$1.1M (+$1.1M)
Filed 2026-11-03
Peddock Capital Advisors, LLC
INCREASED
Shares18,904 from 15,264
Change+3,640 (+24%)
Value$1.1M (+$204.8K)
Filed 2026-10-16
Wedbush Securities Inc
DECREASED
Shares18,842 from 20,854
Change-2,012 (-10%)
Value$1.1K (-$1.2M)
Filed 2026-10-22
Prime Capital Investment Advisors, LLC
DECREASED
Shares18,710 from 18,775
Change-65 (0%)
Value$1.1M (-$3.9K)
Filed 2026-10-20
Tred Avon Family Wealth, LLC
DECREASED
Shares18,662 from 20,342
Change-1,680 (-8%)
Value$1.1M (-$94.8K)
Filed 2026-10-20
Attessa Capital LLC
UNCHANGED
Shares18,500 from 18,500
Change0 (0%)
Value$1.0M (-$185)
Filed 2026-10-09
Truist Financial Corp
INCREASED
Shares18,432 from 13,508
Change+4,924 (+36%)
Value$1.0M (+$277.2K)
Filed 2026-10-30
Choreo, LLC
INCREASED
Shares18,313 from 8,270
Change+10,043 (+121%)
Value$1.0M (+$565.5K)
Filed 2026-10-28
Gen-Wealth Partners Inc
INCREASED
Shares17,853 from 14,645
Change+3,208 (+22%)
Value$1.0M (+$180.6K)
Filed 2026-11-04
SYM Financial Corp
UNCHANGED
Shares17,845 from 17,845
Change0 (0%)
Value$1.0M (-$179)
Filed 2026-10-26
Inscription Capital, LLC
DECREASED
Shares17,566 from 22,712
Change-5,146 (-23%)
Value$989.3K (-$290.1K)
Filed 2026-11-02
Cherry Creek Investment Advisors, Inc.
INCREASED
Shares17,129 from 16,825
Change+304 (+2%)
Value$964.7K (+$16.9K)
Filed 2026-10-14
SL Advisors, LLC
UNCHANGED
Shares17,116 from 17,116
Change0 (0%)
Value$964.0K (-$171)
Filed 2026-10-13
ARS Investment Partners, LLC
INCREASED
Shares16,900 from 13,900
Change+3,000 (+22%)
Value$951.8K (+$168.8K)
Filed 2026-11-05
Larson Financial Group LLC
INCREASED
Shares16,285 from 13,482
Change+2,803 (+21%)
Value$917.2K (+$157.7K)
Filed 2026-11-05
Linscomb Wealth, Inc.
INCREASED
Shares16,003 from 16,002
Change+1 (+0%)
Value$901.3K (-$105)
Filed 2026-11-05
First Interstate Bank
UNCHANGED
Shares16,000 from 16,000
Change0 (0%)
Value$901.1K (-$160)
Filed 2026-10-23
Fulcrum Asset Management LLP
DECREASED
Shares15,669 from 16,052
Change-383 (-2%)
Value$893.9K (-$8.5K)
Filed 2026-11-04
Segment Wealth Management, LLC
UNCHANGED
Shares15,447 from 15,447
Change0 (0%)
Value$870.0K (-$155)
Filed 2026-10-26
Advisory Advocates, LLC
INCREASED
Shares14,866 from 14,294
Change+572 (+4%)
Value$837.2K (+$32.1K)
Filed 2026-11-05
Hardy Reed LLC
UNCHANGED
Shares14,670 from 14,670
Change0 (0%)
Value$826.2K (-$147)
Filed 2026-11-06
Soltis Investment Advisors LLC
NEW
Shares14,193
Change+14,193
Value$799.4K
Filed 2026-10-28
Aviance Capital Partners, LLC
UNCHANGED
Shares14,015 from 14,015
Change0 (0%)
Value$789.3K (-$140)
Filed 2026-10-29
Moors & Cabot, Inc.
UNCHANGED
Shares13,943 from 13,943
Change0 (0%)
Value$785.3K (-$139)
Filed 2026-11-06
Signal Advisors Wealth, LLC
INCREASED
Shares13,643 from 12,197
Change+1,446 (+12%)
Value$768.4K (+$81.4K)
Filed 2026-10-13
Verdence Capital Advisors LLC
INCREASED
Shares13,628 from 5,209
Change+8,419 (+162%)
Value$767.5K (+$474.1K)
Filed 2026-10-26
SteelPeak Wealth, LLC
INCREASED
Shares13,626 from 13,595
Change+31 (+0%)
Value$767.4K (+$1.6K)
Filed 2026-10-16
Augustine Asset Management Inc
UNCHANGED
Shares13,074 from 13,074
Change0 (0%)
Value$736.3K (-$130)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
DECREASED
Shares13,048 from 13,057
Change-9 (0%)
Value$734.9K (-$638)
Filed 2026-11-05
Annex Advisory Services, LLC
INCREASED
Shares12,904 from 4,986
Change+7,918 (+159%)
Value$726.8K (+$445.9K)
Filed 2026-10-16
Wealthstar Advisors, LLC
INCREASED
Shares12,539 from 11,669
Change+870 (+7%)
Value$706.2K (+$48.9K)
Filed 2026-10-19
Diversified Trust Co
UNCHANGED
Shares12,478 from 12,478
Change0 (0%)
Value$702.8K (-$124)
Filed 2026-11-06
Addis & Hill, Inc
UNCHANGED
Shares12,150 from 12,150
Change0 (0%)
Value$684.4K ($0)
Filed 2026-10-19
Dynamic Advisor Solutions LLC
DECREASED
Shares11,997 from 12,251
Change-254 (-2%)
Value$675.7K (-$14.4K)
Filed 2026-10-13
Walled Lake Planning & Wealth Management, LLC
INCREASED
Shares11,674 from 9,924
Change+1,750 (+18%)
Value$657.5K (+$98.4K)
Filed 2026-10-29
Avalon Capital Management
UNCHANGED
Shares11,635 from 11,635
Change0 (0%)
Value$655.3K (-$117)
Filed 2026-11-04
Trueblood Wealth Management, LLC
INCREASED
Shares11,571 from 10,377
Change+1,194 (+12%)
Value$651.7K (+$67.1K)
Filed 2026-10-23
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares11,569 from 11,569
Change0 (0%)
Value$651.6K (-$114)
Filed 2026-10-23
Merrion Investment Management Co, LLC
UNCHANGED
Shares11,525 from 11,525
Change0 (0%)
Value$649.1K (-$112)
Filed 2026-10-16
HBK Sorce Advisory LLC
DECREASED
Shares11,505 from 11,720
Change-215 (-2%)
Value$650.6K (-$44.3K)
Filed 2026-11-06
Lifetime Wealth Management P.C.
UNCHANGED
Shares11,000 from 11,000
Change0 (0%)
Value$619.5K (-$110)
Filed 2026-10-29
Diversify Wealth Management, LLC
INCREASED
Shares10,967 from 10,467
Change+500 (+5%)
Value$626.5K (+$15.6K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares10,967 from 10,467
Change+500 (+5%)
Value$626.5K (+$15.6K)
Filed 2026-10-20
Capital Investment Advisors, LLC
INCREASED
Shares10,826 from 10,268
Change+558 (+5%)
Value$609.7K (+$31.3K)
Filed 2026-10-22
Bedel Financial Consulting, Inc.
INCREASED
Shares10,709 from 10,632
Change+77 (+1%)
Value$603.1K (+$4.2K)
Filed 2026-11-06
Magnus Financial Group LLC
INCREASED
Shares10,516 from 10,232
Change+284 (+3%)
Value$592.3K (+$15.9K)
Filed 2026-10-21
Sunbeam Capital Management, LLC
INCREASED
Shares10,364 from 10,355
Change+9 (+0%)
Value$583.7K (+$399)
Filed 2026-11-05
Compass Financial Management LLC
INCREASED
Shares10,002 from 9,988
Change+14 (+0%)
Value$563.3K (-$13.5K)
Filed 2026-10-30
Abel Hall, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$563.2K (-$100)
Filed 2026-10-19
First Trust Capital Management L.P.
INCREASED
Shares9,978 from 3,885
Change+6,093 (+157%)
Value$562.0K (+$343.1K)
Filed 2026-11-06
State of Wyoming
DECREASED
Shares9,947 from 12,692
Change-2,745 (-22%)
Value$560.2K (-$154.7K)
Filed 2026-10-28
Princeton Global Asset Management LLC
DECREASED
Shares9,653 from 9,740
Change-87 (-1%)
Value$543.6K (-$5.0K)
Filed 2026-10-21
Colonial River Investments, LLC
DECREASED
Shares9,650 from 9,903
Change-253 (-3%)
Value$543.5K (-$14.3K)
Filed 2026-10-19
Integrity Alliance, Llc.
NEW
Shares9,549
Change+9,549
Value$537.8K
Filed 2026-10-29
Legacy Advisors, LLC
UNCHANGED
Shares9,275 from 9,275
Change0 (0%)
Value$522.4K (-$93)
Filed 2026-10-19
United Advisor Group, LLC
INCREASED
Shares9,201 from 6,810
Change+2,391 (+35%)
Value$518.2K (+$134.6K)
Filed 2026-11-03
Clark Financial Services Group Inc
INCREASED
Shares9,107 from 7,706
Change+1,401 (+18%)
Value$512.9K (+$78.8K)
Filed 2026-10-19
Silverberg Bernstein Capital Management LLC
DECREASED
Shares9,077 from 9,644
Change-567 (-6%)
Value$511.2K (-$32.0K)
Filed 2026-10-13
Newman Dignan & Sheerar, Inc.
INCREASED
Shares9,000 from 8,100
Change+900 (+11%)
Value$506.9K (+$50.6K)
Filed 2026-10-21
Focus Financial Network, Inc.
UNCHANGED
Shares8,994 from 8,994
Change0 (0%)
Value$506.5K (-$90)
Filed 2026-10-14
Citizens Financial Group Inc
INCREASED
Shares8,715 from 8,401
Change+314 (+4%)
Value$490.8K (+$17.6K)
Filed 2026-10-23
MSH Capital Advisors LLC
INCREASED
Shares8,543 from 8,392
Change+151 (+2%)
Value$481.1K (+$8.4K)
Filed 2026-11-03
Chung Wu Investment Group, LLC
UNCHANGED
Shares8,500 from 8,500
Change0 (0%)
Value$478.7K (-$85)
Filed 2026-11-03
Farther Finance Advisors, LLC
DECREASED
Shares8,354 from 8,921
Change-567 (-6%)
Value$470.5K (-$32.0K)
Filed 2026-10-08
Elevation Point Wealth Partners, LLC
INCREASED
Shares8,259 from 7,817
Change+442 (+6%)
Value$465.1K (+$24.8K)
Filed 2026-11-05
Ascentis Independent Advisors
NEW
Shares8,257
Change+8,257
Value$467.0K
Filed 2026-11-03
International Assets Investment Management, LLC
INCREASED
Shares8,239 from 8,231
Change+8 (+0%)
Value$464.2K (+$3.9K)
Filed 2026-11-02
Stablepoint Partners, LLC
DECREASED
Shares8,201 from 8,534
Change-333 (-4%)
Value$461.9K (-$18.8K)
Filed 2026-11-03
Maia Wealth LLC
INCREASED
Shares8,162 from 8,017
Change+145 (+2%)
Value$459.7K (+$8.1K)
Filed 2026-10-19
Spire Wealth Management
INCREASED
Shares8,049 from 7,988
Change+61 (+1%)
Value$453.3K (+$3.4K)
Filed 2026-10-30
Signaturefd, LLC
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$450.6K (-$80)
Filed 2026-10-23
Valeo Financial Advisors, LLC
UNCHANGED
Shares7,991 from 7,991
Change0 (0%)
Value$450.0K (-$80)
Filed 2026-10-08
Carnegie Investment Counsel
DECREASED
Shares7,908 from 8,316
Change-408 (-5%)
Value$445.4K (-$23.1K)
Filed 2026-10-20
Belfer Management LLC
UNCHANGED
Shares7,829 from 7,829
Change0 (0%)
Value$440.9K (-$79)
Filed 2026-11-05
Fiduciary Financial Group, LLC
INCREASED
Shares7,828 from 7,745
Change+83 (+1%)
Value$440.9K (+$4.6K)
Filed 2026-10-13
Lee Financial Co
UNCHANGED
Shares7,778 from 7,778
Change0 (0%)
Value$438.1K (-$78)
Filed 2026-10-16
Advisor OS, LLC
UNCHANGED
Shares7,748 from 7,748
Change0 (0%)
Value$436.4K (-$78)
Filed 2026-11-03
Csenge Advisory Group
DECREASED
Shares7,737 from 8,678
Change-941 (-11%)
Value$435.8K (-$53.1K)
Filed 2026-11-04
Traynor Capital Management, Inc.
INCREASED
Shares7,668 from 7,637
Change+31 (+0%)
Value$431.8K (+$1.6K)
Filed 2026-10-29
Sigma Planning Corp
INCREASED
Shares7,637 from 7,475
Change+162 (+2%)
Value$430.1K (+$9.0K)
Filed 2026-10-23
Westco Advisory Services Inc
UNCHANGED
Shares7,585 from 7,585
Change0 (0%)
Value$427.2K (-$76)
Filed 2026-10-14
Ulland Investment Advisors, LLC
UNCHANGED
Shares7,500 from 7,500
Change0 (0%)
Value$422 ($0)
Filed 2026-10-13
Sanders Morris Harris LLC
NEW
Shares7,420
Change+7,420
Value$420.0K
Filed 2026-10-14
CMG Global Holdings, LLC
NEW
Shares7,401
Change+7,401
Value$416.8K
Filed 2026-10-14
Hilltop National Bank
UNCHANGED
Shares7,400 from 7,400
Change0 (0%)
Value$416.8K (-$74)
Filed 2026-10-14
Allegheny Financial Group
UNCHANGED
Shares7,364 from 7,364
Change0 (0%)
Value$414.7K (-$74)
Filed 2026-11-05
Level Four Advisory Services, LLC
INCREASED
Shares7,339 from 7,238
Change+101 (+1%)
Value$413.3K (+$5.6K)
Filed 2026-11-06
Arista Wealth Management, LLC
UNCHANGED
Shares7,306 from 7,306
Change0 (0%)
Value$411.5K (-$73)
Filed 2026-10-29
Parallel Advisors, LLC
INCREASED
Shares7,301 from 6,716
Change+585 (+9%)
Value$411.2K (+$32.9K)
Filed 2026-11-03
Farmers & Merchants Investments Inc
INCREASED
Shares7,293 from 7,285
Change+8 (+0%)
Value$410.7K (+$378)
Filed 2026-10-22
Intrua Financial, LLC
INCREASED
Shares7,248 from 5,342
Change+1,906 (+36%)
Value$408.2K (+$107.3K)
Filed 2026-10-28
Washington Trust Advisors, Inc.
INCREASED
Shares7,225 from 7,020
Change+205 (+3%)
Value$406.9K (+$11.5K)
Filed 2026-10-22
Wedmont Private Capital
UNCHANGED
Shares7,160 from 7,160
Change0 (0%)
Value$410.4K (+$2.6K)
Filed 2026-10-09
American National Bank & Trust
UNCHANGED
Shares7,126 from 7,126
Change0 (0%)
Value$401.3K (-$70)
Filed 2026-10-07
Little House Capital LLC
NEW
Shares7,000
Change+7,000
Value$394.2K
Filed 2026-11-06
Carret Asset Management, LLC
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$394.2K (-$70)
Filed 2026-11-04
Avidian Wealth Enterprises, LLC
INCREASED
Shares6,811 from 5,422
Change+1,389 (+26%)
Value$383.6K (+$78.2K)
Filed 2026-10-08
PDS Planning, Inc
DECREASED
Shares6,725 from 7,025
Change-300 (-4%)
Value$378.8K (-$17.0K)
Filed 2026-11-03
Titleist Asset Management, LLC
UNCHANGED
Shares6,650 from 6,650
Change0 (0%)
Value$374.5K (-$67)
Filed 2026-10-08
Madison Park Capital Advisors, LLC
DECREASED
Shares6,500 from 6,744
Change-244 (-4%)
Value$366.1K (+$8.1K)
Filed 2026-10-28
Winebrenner Capital Management LLC
UNCHANGED
Shares6,495 from 6,495
Change0 (0%)
Value$365.8K (-$65)
Filed 2026-10-07
Keudell ison Wealth Management
DECREASED
Shares6,465 from 6,509
Change-44 (-1%)
Value$364.1K (-$2.5K)
Filed 2026-10-16
Vestia Personal Wealth Advisors
UNCHANGED
Shares6,420 from 6,420
Change0 (0%)
Value$361.6K (-$65)
Filed 2026-10-20
Formidable Asset Management, LLC
DECREASED
Shares6,230 from 6,340
Change-110 (-2%)
Value$350.9K (-$10.9K)
Filed 2026-11-03
Bell Bank
UNCHANGED
Shares6,200 from 6,200
Change0 (0%)
Value$349.2K (-$62)
Filed 2026-10-21
Kestra Private Wealth Services, LLC
DECREASED
Shares6,120 from 7,795
Change-1,675 (-21%)
Value$344.7K (-$94.4K)
Filed 2026-11-06
Corps Capital Advisors, LLC
UNCHANGED
Shares6,104 from 6,104
Change0 (0%)
Value$343.8K (-$61)
Filed 2026-11-05
Atwood & Palmer Inc
UNCHANGED
Shares5,844 from 5,844
Change0 (0%)
Value$329.1K (-$58)
Filed 2026-10-08
Van Cleef Asset Management,Inc
UNCHANGED
Shares5,808 from 5,808
Change0 (0%)
Value$327.1K (-$58)
Filed 2026-10-20
CFS Investment Advisory Services, LLC
NEW
Shares5,575
Change+5,575
Value$322.1K
Filed 2026-10-19
Secure Asset Management, LLC
NEW
Shares5,552
Change+5,552
Value$312.7K
Filed 2026-10-19
Knuff & Co LLC
UNCHANGED
Shares5,500 from 5,500
Change0 (0%)
Value$309.8K (-$55)
Filed 2026-11-06
Greenup Street Wealth Management LLC
INCREASED
Shares5,491 from 4,622
Change+869 (+19%)
Value$309.2K (+$48.9K)
Filed 2026-10-28
Parsons Capital Management Inc
UNCHANGED
Shares5,471 from 5,471
Change0 (0%)
Value$308.1K (-$55)
Filed 2026-10-28
MBE Wealth Management, LLC
UNCHANGED
Shares5,466 from 5,466
Change0 (0%)
Value$307.9K (-$55)
Filed 2026-10-26
OAK Family Advisors, LLC
INCREASED
Shares5,460 from 5,452
Change+8 (+0%)
Value$307.5K (+$358)
Filed 2026-10-19
Quadrant Private Wealth Management, LLC
UNCHANGED
Shares5,400 from 5,400
Change0 (0%)
Value$304.1K (-$54)
Filed 2026-11-04
Steel Grove Capital Advisors, LLC
INCREASED
Shares5,380 from 5,363
Change+17 (+0%)
Value$303.0K (+$879)
Filed 2026-10-13
Claro Advisors Inc.
DECREASED
Shares5,362 from 5,653
Change-291 (-5%)
Value$302.0K (-$16.4K)
Filed 2026-11-02
Outlook Wealth Advisors, LLC
DECREASED
Shares5,333 from 5,422
Change-89 (-2%)
Value$300.3K (-$5.1K)
Filed 2026-10-28
Wesbanco Bank Inc
DECREASED
Shares5,324 from 9,034
Change-3,710 (-41%)
Value$299.8K (-$209.0K)
Filed 2026-11-04
William John Sempolinski
UNCHANGED
Shares5,301 from 5,301
Change0 (0%)
Value$298.6K (-$53)
Filed 2026-10-20
Quantum Financial Planning Services, Inc.
UNCHANGED
Shares5,286 from 5,286
Change0 (0%)
Value$297.7K (-$52)
Filed 2026-10-14
Convergence Financial, LLC
DECREASED
Shares5,224 from 8,470
Change-3,246 (-38%)
Value$294.2K (-$182.9K)
Filed 2026-10-27
Fermata Advisors, LLC
INCREASED
Shares5,215 from 5,192
Change+23 (+0%)
Value$293.7K (+$1.3K)
Filed 2026-10-13
Royal Harbor Partners, LLC
UNCHANGED
Shares5,195 from 5,195
Change0 (0%)
Value$292.6K (-$52)
Filed 2026-10-29
Somerset Trust Co
UNCHANGED
Shares5,120 from 5,120
Change0 (0%)
Value$288.4K (-$52)
Filed 2026-10-13
Perigon Wealth Management, LLC
DECREASED
Shares5,103 from 8,241
Change-3,138 (-38%)
Value$287.4K (-$176.8K)
Filed 2026-10-22
Aspetuck Financial Management LLC
INCREASED
Shares5,091 from 5,000
Change+91 (+2%)
Value$286.7K (+$5.1K)
Filed 2026-11-04
Ascent Wealth Partners, LLC
UNCHANGED
Shares5,015 from 5,015
Change0 (0%)
Value$282.4K (-$50)
Filed 2026-10-23
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$281.6K (-$50)
Filed 2026-10-27
Everhart Financial Group, Inc.
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$281.6K (-$50)
Filed 2026-10-08
Rockland Trust Co
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$281.6K (-$50)
Filed 2026-10-05
Atria Investments, Inc
INCREASED
Shares4,977 from 4,973
Change+4 (+0%)
Value$280.3K (+$199)
Filed 2026-10-15
Lodestone Wealth Management LLC
INCREASED
Shares4,975 from 4,887
Change+88 (+2%)
Value$280.2K (+$4.9K)
Filed 2026-10-14
Baldwin Wealth Partners LLC
UNCHANGED
Shares4,796 from 4,796
Change0 (0%)
Value$270.1K (-$48)
Filed 2026-10-13
Entrewealth, LLC
UNCHANGED
Shares4,756 from 4,756
Change0 (0%)
Value$267.9K (-$19.5K)
Filed 2026-10-14
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares4,748 from 4,746
Change+2 (+0%)
Value$267.4K (+$62)
Filed 2026-11-04
Brian LOW Financial Group, LLC
UNCHANGED
Shares4,728 from 4,728
Change0 (0%)
Value$266.3K (-$47)
Filed 2026-10-28
Ulrich Consultants & Investment Group, LLC
NEW
Shares4,710
Change+4,710
Value$265.3K
Filed 2026-10-13
Elser Financial Planning, Inc
UNCHANGED
Shares4,687 from 4,687
Change0 (0%)
Value$264.0K (-$47)
Filed 2026-10-16
Counterpoint Mutual Funds LLC
DECREASED
Shares4,659 from 5,510
Change-851 (-15%)
Value$262.4K (-$48.0K)
Filed 2026-10-16
Sowell Financial Services LLC
NEW
Shares4,480
Change+4,480
Value$252.3K
Filed 2026-10-23
NTV Asset Management LLC
UNCHANGED
Shares4,469 from 4,469
Change0 (0%)
Value$251.7K (-$45)
Filed 2026-10-23
Stillwater Wealth Management Group
INCREASED
Shares4,300 from 4,200
Change+100 (+2%)
Value$242.2K (+$5.6K)
Filed 2026-10-21
Mattern Capital Management, LLC
UNCHANGED
Shares4,300 from 4,300
Change0 (0%)
Value$242.2K (-$43)
Filed 2026-11-02
Wealth Alliance Advisory Group, LLC
DECREASED
Shares4,270 from 4,570
Change-300 (-7%)
Value$240.5K (-$16.9K)
Filed 2026-10-14
Naples Global Advisors, LLC
INCREASED
Shares4,200 from 3,600
Change+600 (+17%)
Value$236.5K (+$33.8K)
Filed 2026-11-05
North Star Investment Management Corp.
UNCHANGED
Shares4,189 from 4,189
Change0 (0%)
Value$235.9K (-$42)
Filed 2026-10-27
Archford Capital Strategies, LLC
UNCHANGED
Shares4,107 from 4,107
Change0 (0%)
Value$231.3K (-$41)
Filed 2026-10-19
Griffin Asset Management, Inc.
INCREASED
Shares4,101 from 4,046
Change+55 (+1%)
Value$230.9K (+$3.1K)
Filed 2026-10-22
Advisor Resource Council
DECREASED
Shares4,085 from 4,840
Change-755 (-16%)
Value$234.4K (-$41.4K)
Filed 2026-11-05
Arrow Investment Advisors, LLC
INCREASED
Shares4,067 from 3,864
Change+203 (+5%)
Value$229.1K (+$11.4K)
Filed 2026-11-02
OpenArc Corporate Advisory, LLC
NEW
Shares4,041
Change+4,041
Value$227.6K
Filed 2026-10-21
Clearstead Advisors, LLC
UNCHANGED
Shares4,038 from 4,038
Change0 (0%)
Value$227.4K (-$41)
Filed 2026-11-06
XML Financial, LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$225.3K (-$40)
Filed 2026-10-29
LexAurum Advisors, LLC
INCREASED
Shares3,953 from 3,947
Change+6 (+0%)
Value$222.6K (+$302)
Filed 2026-10-19
WIN Advisors, Inc
NEW
Shares3,948
Change+3,948
Value$222.4K
Filed 2026-11-06
Moneco Advisors, LLC
DECREASED
Shares3,923 from 3,936
Change-13 (0%)
Value$220.9K (-$779)
Filed 2026-11-05
Vise Technologies, Inc.
INCREASED
Shares3,921 from 3,648
Change+273 (+7%)
Value$220.8K (+$15.3K)
Filed 2026-10-29
VestGen Advisors, LLC
INCREASED
Shares3,892 from 3,849
Change+43 (+1%)
Value$219.2K (+$2.4K)
Filed 2026-10-27
Rossby Financial, LCC
NEW
Shares3,783
Change+3,783
Value$213.1K
Filed 2026-11-05
Balboa Wealth Partners
UNCHANGED
Shares3,721 from 3,721
Change0 (0%)
Value$209.6K (-$37)
Filed 2026-10-20
W.H. Cornerstone Investments Inc.
UNCHANGED
Shares3,713 from 3,713
Change0 (0%)
Value$209.1K (-$37)
Filed 2026-11-03
Adirondack Trust Co
UNCHANGED
Shares3,700 from 3,700
Change0 (0%)
Value$208.3K (-$74)
Filed 2026-10-14
ETF Portfolio Partners, Inc.
UNCHANGED
Shares3,692 from 3,692
Change0 (0%)
Value$207.9K (-$37)
Filed 2026-10-22
Ascent Group, LLC
UNCHANGED
Shares3,650 from 3,650
Change0 (0%)
Value$205.6K (-$37)
Filed 2026-10-30
ARK & TLK Investments, LLC
UNCHANGED
Shares3,620 from 3,620
Change0 (0%)
Value$203.9K (-$36)
Filed 2026-10-20
Nemes Rush Group LLC
UNCHANGED
Shares3,264 from 3,264
Change0 (0%)
Value$183.8K (-$32)
Filed 2026-11-04
Capital Advisors, Ltd. LLC
INCREASED
Shares3,051 from 2,996
Change+55 (+2%)
Value$172 (+$3)
Filed 2026-10-27
Citizens National Bank Trust Department
INCREASED
Shares2,965 from 1,465
Change+1,500 (+102%)
Value$167.0K (+$84.5K)
Filed 2026-11-04
Hilton Head Capital Partners, LLC
UNCHANGED
Shares2,717 from 2,717
Change0 (0%)
Value$153.0K (-$28)
Filed 2026-10-23
Mcdonald Partners LLC
UNCHANGED
Shares2,700 from 2,700
Change0 (0%)
Value$152.1K (-$27)
Filed 2026-11-03
Zega Investments, LLC
NEW
Shares2,500
Change+2,500
Value$140.8K
Filed 2026-11-04
Boyd Watterson Asset Management LLC
UNCHANGED
Shares2,465 from 2,465
Change0 (0%)
Value$138.8K (-$24)
Filed 2026-11-06
Lanark Financial, Inc.
DECREASED
Shares2,397 from 4,794
Change-2,397 (-50%)
Value$135.0K (-$135.1K)
Filed 2026-10-26
Madden Securities Corp
NEW
Shares2,308
Change+2,308
Value$130.0K
Filed 2026-10-27
Latitude Advisors, LLC
NEW
Shares2,265
Change+2,265
Value$127.6K
Filed 2026-10-27
Private Trust Co NA
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$112.6K (-$20)
Filed 2026-10-20
Russell Investments Group, Ltd.
INCREASED
Shares1,987 from 1,734
Change+253 (+15%)
Value$111.9K (+$14.2K)
Filed 2026-11-06
Caldwell Trust Co
UNCHANGED
Shares1,935 from 1,935
Change0 (0%)
Value$109.0K (-$20)
Filed 2026-10-30
Inspire Investing, LLC
INCREASED
Shares1,686 from 1,656
Change+30 (+2%)
Value$94.9K (+$1.7K)
Filed 2026-10-22
Fifth Third Bancorp
UNCHANGED
Shares1,549 from 1,549
Change0 (0%)
Value$87.2K (-$15)
Filed 2026-11-05
Blue Trust, Inc.
UNCHANGED
Shares1,535 from 1,535
Change0 (0%)
Value$86.5K (-$16)
Filed 2026-10-15
Central Trust Co
UNCHANGED
Shares1,457 from 1,457
Change0 (0%)
Value$82.1K (-$14)
Filed 2026-11-05
Creative Financial Designs Inc
UNCHANGED
Shares1,260 from 1,260
Change0 (0%)
Value$71.0K (-$13)
Filed 2026-11-04
EverSource Wealth Advisors, LLC
UNCHANGED
Shares1,228 from 1,228
Change0 (0%)
Value$69.2K (-$11)
Filed 2026-11-04
Nova Financial LLC
NEW
Shares1,148
Change+1,148
Value$64.7K
Filed 2026-11-04
Activest Wealth Management
INCREASED
Shares1,105 from 1,086
Change+19 (+2%)
Value$62.2K (+$1.1K)
Filed 2026-10-15
First Bancorp, Inc
NEW
Shares1,000
Change+1,000
Value$56.3K
Filed 2026-10-26
First Community Trust NA
NEW
Shares1,000
Change+1,000
Value$56.3K
Filed 2026-10-07
Compass Wealth Management LLC
NEW
Shares1,000
Change+1,000
Value$56.3K
Filed 2026-10-22
Harbor Investment Advisory, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$56.3K (-$10)
Filed 2026-10-13
Groesbeck Investment Management Corp
UNCHANGED
Shares910 from 910
Change0 (0%)
Value$51 ($0)
Filed 2026-10-26
Hickory Point Bank & Trust
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$50.7K (-$9)
Filed 2026-10-01
Mather Group, Llc.
DECREASED
Shares863 from 1,123
Change-260 (-23%)
Value$48.6K (-$14.7K)
Filed 2026-10-14
First Horizon Corp
DECREASED
Shares797 from 950
Change-153 (-16%)
Value$44.9K (-$8.6K)
Filed 2026-10-26
Root Financial Partners, LLC
NEW
Shares778
Change+778
Value$43.8K
Filed 2026-10-21
Trust Co of Toledo NA
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$42.2K (-$8)
Filed 2026-10-16
Assetmark, Inc
DECREASED
Shares744 from 823
Change-79 (-10%)
Value$41.9K (-$4.5K)
Filed 2026-10-21
Jacobi Capital Management LLC
NEW
Shares500
Change+500
Value$28.2K
Filed 2026-11-05
Trust Co of Vermont
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$28.2K (-$5)
Filed 2026-10-21
Pacifica Partners Inc.
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$22.5K (-$332)
Filed 2026-10-09
Concord Wealth Partners
UNCHANGED
Shares389 from 389
Change0 (0%)
Value$21.9K (-$4)
Filed 2026-11-02
Archer Investment Corp
INCREASED
Shares368 from 361
Change+7 (+2%)
Value$20.7K (+$367)
Filed 2026-11-05
Ares Financial Consulting, LLC
UNCHANGED
Shares341 from 341
Change0 (0%)
Value$19.2K (-$4)
Filed 2026-10-19
Planning Strategies Inc.
INCREASED
Shares312 from 306
Change+6 (+2%)
Value$17.6K (+$311)
Filed 2026-10-02
Financial Network Wealth Advisors LLC
INCREASED
Shares213 from 211
Change+2 (+1%)
Value$12.0K (+$60)
Filed 2026-10-28
SJS Investment Consulting Inc.
NEW
Shares200
Change+200
Value$11.3K
Filed 2026-10-26
Chilton Capital Management LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$11.3K (-$2)
Filed 2026-10-28
Country Trust Bank
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$11.3K (-$2)
Filed 2026-10-30
Cape Investment Advisory, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$11.3K (-$2)
Filed 2026-10-13
Westside Investment Management, Inc.
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$8.5K (+$8)
Filed 2026-11-02
Vision Financial Markets LLC
INCREASED
Shares138 from 135
Change+3 (+2%)
Value$7.7K (+$201)
Filed 2026-10-22
Strengthening Families & Communities, LLC
UNCHANGED
Shares126 from 126
Change0 (0%)
Value$7.1K (-$2)
Filed 2026-10-21
USA Financial Formulas
NEW
Shares110
Change+110
Value$6.2K
Filed 2026-10-16
Costello Asset Management, Inc
UNCHANGED
Shares104 from 104
Change0 (0%)
Value$5.9K (-$1)
Filed 2026-10-30
Evolution Wealth Management Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$5.6K (-$1)
Filed 2026-10-28
Kozak & Associates, Inc.
INCREASED
Shares99 from 97
Change+2 (+2%)
Value$5.8K (+$398)
Filed 2026-10-29
Center for Financial Planning, Inc.
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$4.8K (-$2)
Filed 2026-10-26
Plante Moran Financial Advisors, LLC
DECREASED
Shares27 from 996
Change-969 (-97%)
Value$1.5K (-$54.6K)
Filed 2026-11-04
JFS Wealth Advisors, LLC
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$1.5K ($0)
Filed 2026-11-03
TD Private Client Wealth LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$1.3K (-$1)
Filed 2026-10-28
Murphy & Mullick Capital Management Corp
NEW
Shares20
Change+20
Value$1.1K
Filed 2026-11-02
City Holding Co
NEW
Shares20
Change+20
Value$1.1K
Filed 2026-10-19
Abound Wealth Management
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$921 ($0)
Filed 2026-10-26
Grove Bank & Trust
NEW
Shares15
Change+15
Value$845
Filed 2026-10-08
Cedar Mountain Advisors, LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$620 ($0)
Filed 2026-10-15
Hurley Capital, LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$620 ($0)
Filed 2026-11-05
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$564 ($0)
Filed 2026-10-23
Indivisible Partners
CLOSED
Shares0 from 85,400
Change-85,400 (-100%)
Value$0 (-$4.8M)
Filed 2026-10-26
Imc-Chicago, LLC
CLOSED
Shares0 from 14,873
Change-14,873 (-100%)
Value$0 (-$837.8K)
Filed 2026-11-05
True North Advisors, LLC
CLOSED
Shares0 from 8,494
Change-8,494 (-100%)
Value$0 (-$478.5K)
Filed 2026-10-22
Glenview Trust Co
CLOSED
Shares0 from 7,500
Change-7,500 (-100%)
Value$0 (-$422.5K)
Filed 2026-10-28
Redhawk Wealth Advisors, Inc.
CLOSED
Shares0 from 6,586
Change-6,586 (-100%)
Value$0 (-$371.0K)
Filed 2026-10-14
Confluence Wealth Services, Inc.
CLOSED
Shares0 from 5,733
Change-5,733 (-100%)
Value$0 (-$322.9K)
Filed 2026-11-05
Philadelphia Trust Co
CLOSED
Shares0 from 5,620
Change-5,620 (-100%)
Value$0 (-$317.0K)
Filed 2026-11-05
Independent Financial Group, LLC
CLOSED
Shares0 from 4,796
Change-4,796 (-100%)
Value$0 (-$270.2K)
Filed 2026-10-13
Shepherd Financial Partners LLC
CLOSED
Shares0 from 4,120
Change-4,120 (-100%)
Value$0 (-$232.1K)
Filed 2026-11-03
Teamwork Financial Advisors, LLC
CLOSED
Shares0 from 3,910
Change-3,910 (-100%)
Value$0 (-$220.3K)
Filed 2026-10-19
Chapin Davis, Inc.
CLOSED
Shares0 from 3,766
Change-3,766 (-100%)
Value$0 (-$212.1K)
Filed 2026-10-09
Kingswood Wealth Advisors, LLC
CLOSED
Shares0 from 3,746
Change-3,746 (-100%)
Value$0 (-$211.0K)
Filed 2026-10-23
Arlington Trust Co LLC
CLOSED
Shares0 from 3,300
Change-3,300 (-100%)
Value$0 (-$185.9K)
Filed 2026-10-20
Summit Securities Group LLC
CLOSED
Shares0 from 1,900
Change-1,900 (-100%)
Value$0 (-$107.0K)
Filed 2026-11-05
Vestor Capital, LLC
CLOSED
Shares0 from 1,641
Change-1,641 (-100%)
Value$0 (-$95)
Filed 2026-11-04
MCF Advisors LLC
CLOSED
Shares0 from 1,340
Change-1,340 (-100%)
Value$0 (-$75.5K)
Filed 2026-10-28
Acumen Wealth Advisors, LLC
CLOSED
Shares0 from 1,253
Change-1,253 (-100%)
Value$0 (-$70.6K)
Filed 2026-11-05
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 936
Change-936 (-100%)
Value$0 (-$52.7K)
Filed 2026-11-06
Axiom Investment Management LLC
CLOSED
Shares0 from 800
Change-800 (-100%)
Value$0 (-$45.1K)
Filed 2026-11-03
Key FInancial Inc
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$16.9K)
Filed 2026-11-02
Cullen T Bankers, Inc.
CLOSED
Shares0 from 215
Change-215 (-100%)
Value$0 (-$12.1K)
Filed 2026-10-28
Pacific Center for Financial Services
CLOSED
Shares0 from 149
Change-149 (-100%)
Value$0 (-$8.4K)
Filed 2026-10-15
Bullseye Investment Management, LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$5.6K)
Filed 2026-10-29
LifeSteps Financial, Inc.
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-15
Investors Research Corp
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-07
Jnba Financial Advisors
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 (-$789)
Filed 2026-11-03
Mountain Hill Investment Partners Corp.
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$123)
Filed 2026-10-23
Invesco Ltd.
N/A
Shares— from 18,273,448
Change-18,273,448 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 12,956,943
Change-12,956,943 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 11,329,340
Change-11,329,340 (-100%)
Value—
Tortoise Capital Advisors, L.L.C.
N/A
Shares— from 10,500,469
Change-10,500,469 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 8,011,582
Change-8,011,582 (-100%)
Value—
Kayne Anderson Capital Advisors LP
N/A
Shares— from 5,862,925
Change-5,862,925 (-100%)
Value—
Energy Income Partners, LLC
N/A
Shares— from 5,380,295
Change-5,380,295 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 5,275,829
Change-5,275,829 (-100%)
Value—
UBS Group AG
N/A
Shares— from 5,259,274
Change-5,259,274 (-100%)
Value—
FMR LLC
N/A
Shares— from 3,920,887
Change-3,920,887 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 3,428,352
Change-3,428,352 (-100%)
Value—
Brave Warrior Advisors, LLC
N/A
Shares— from 3,180,534
Change-3,180,534 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 2,988,109
Change-2,988,109 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 2,549,532
Change-2,549,532 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 2,343,689
Change-2,343,689 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 2,113,845
Change-2,113,845 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,070,457
Change-2,070,457 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,635,550
Change-1,635,550 (-100%)
Value—
Brookfield Corp
N/A
Shares— from 1,356,028
Change-1,356,028 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,313,107
Change-1,313,107 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,306,287
Change-1,306,287 (-100%)
Value—
ING Groep NV
N/A
Shares— from 1,239,600
Change-1,239,600 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 1,178,658
Change-1,178,658 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,143,271
Change-1,143,271 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 1,046,028
Change-1,046,028 (-100%)
Value—
Progeny 3, Inc.
N/A
Shares— from 1,015,966
Change-1,015,966 (-100%)
Value—
Infrastructure Capital Advisors, LLC
N/A
Shares— from 936,785
Change-936,785 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 922,179
Change-922,179 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 872,763
Change-872,763 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 863,077
Change-863,077 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 829,136
Change-829,136 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 821,049
Change-821,049 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 749,837
Change-749,837 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 596,042
Change-596,042 (-100%)
Value—
Longfellow Investment Management Co LLC
N/A
Shares— from 579,453
Change-579,453 (-100%)
Value—
Mizuho Markets Americas LLC
N/A
Shares— from 575,000
Change-575,000 (-100%)
Value—
Recurrent Investment Advisors LLC
N/A
Shares— from 544,714
Change-544,714 (-100%)
Value—
Appaloosa LP
N/A
Shares— from 502,460
Change-502,460 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 441,796
Change-441,796 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 440,557
Change-440,557 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 431,910
Change-431,910 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 373,955
Change-373,955 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 365,716
Change-365,716 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 344,263
Change-344,263 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 341,636
Change-341,636 (-100%)
Value—
Heronetta Management, L.P.
N/A
Shares— from 324,039
Change-324,039 (-100%)
Value—
Opal Capital LLC
N/A
Shares— from 266,131
Change-266,131 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 258,931
Change-258,931 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 255,507
Change-255,507 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 239,612
Change-239,612 (-100%)
Value—
&partners
N/A
Shares— from 219,845
Change-219,845 (-100%)
Value—
RR Advisors, LLC
N/A
Shares— from 214,194
Change-214,194 (-100%)
Value—
Stephens Inc
N/A
Shares— from 211,656
Change-211,656 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 209,147
Change-209,147 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 203,936
Change-203,936 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 194,602
Change-194,602 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 187,586
Change-187,586 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 186,814
Change-186,814 (-100%)
Value—
Avenir Corp
N/A
Shares— from 185,366
Change-185,366 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 168,520
Change-168,520 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 164,540
Change-164,540 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 164,540
Change-164,540 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 157,815
Change-157,815 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 155,979
Change-155,979 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 152,650
Change-152,650 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 152,053
Change-152,053 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 141,244
Change-141,244 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 140,175
Change-140,175 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 129,257
Change-129,257 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 127,725
Change-127,725 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 115,164
Change-115,164 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 114,000
Change-114,000 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 111,519
Change-111,519 (-100%)
Value—
Objectivity Squared, LLC
N/A
Shares— from 103,176
Change-103,176 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 98,646
Change-98,646 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 98,007
Change-98,007 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 97,141
Change-97,141 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 93,002
Change-93,002 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 87,746
Change-87,746 (-100%)
Value—
PPM America Inc
N/A
Shares— from 87,200
Change-87,200 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 83,768
Change-83,768 (-100%)
Value—
Pinnacle Holdings, LLC
N/A
Shares— from 79,404
Change-79,404 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 79,401
Change-79,401 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 72,897
Change-72,897 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 72,317
Change-72,317 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 71,984
Change-71,984 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 68,959
Change-68,959 (-100%)
Value—
Militia Capital Management LLC
N/A
Shares— from 67,000
Change-67,000 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 66,583
Change-66,583 (-100%)
Value—
Lionhunter Capital Management, LLC
N/A
Shares— from 59,595
Change-59,595 (-100%)
Value—
Dividend Assets Capital, LLC
N/A
Shares— from 56,240
Change-56,240 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 54,704
Change-54,704 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 48,922
Change-48,922 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 48,385
Change-48,385 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 48,382
Change-48,382 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 47,003
Change-47,003 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 45,720
Change-45,720 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 45,102
Change-45,102 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 42,400
Change-42,400 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 41,956
Change-41,956 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 41,783
Change-41,783 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 39,319
Change-39,319 (-100%)
Value—
Blair William & Co
N/A
Shares— from 37,418
Change-37,418 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 37,387
Change-37,387 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 37,303
Change-37,303 (-100%)
Value—
Resolute Capital, LLC
N/A
Shares— from 35,134
Change-35,134 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 34,812
Change-34,812 (-100%)
Value—
Barnett & Company, Inc.
N/A
Shares— from 33,017
Change-33,017 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 32,940
Change-32,940 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 32,692
Change-32,692 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 32,578
Change-32,578 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 32,092
Change-32,092 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 31,041
Change-31,041 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 30,761
Change-30,761 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 30,652
Change-30,652 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 30,223
Change-30,223 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 28,705
Change-28,705 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 28,135
Change-28,135 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 27,729
Change-27,729 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 27,209
Change-27,209 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 27,125
Change-27,125 (-100%)
Value—
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A
Shares— from 27,000
Change-27,000 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 26,278
Change-26,278 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
American Financial Group Inc
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 23,995
Change-23,995 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 23,094
Change-23,094 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 23,030
Change-23,030 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 22,800
Change-22,800 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 21,882
Change-21,882 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 21,596
Change-21,596 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 21,305
Change-21,305 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 21,185
Change-21,185 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 20,814
Change-20,814 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 20,600
Change-20,600 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 20,414
Change-20,414 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 20,194
Change-20,194 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 19,927
Change-19,927 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 19,538
Change-19,538 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 18,695
Change-18,695 (-100%)
Value—
Vela Investment Management, LLC
N/A
Shares— from 18,164
Change-18,164 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 17,915
Change-17,915 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 17,790
Change-17,790 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 17,616
Change-17,616 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 17,010
Change-17,010 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 16,617
Change-16,617 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 15,711
Change-15,711 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 15,173
Change-15,173 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 15,127
Change-15,127 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 15,019
Change-15,019 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 14,763
Change-14,763 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 14,520
Change-14,520 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 14,457
Change-14,457 (-100%)
Value—
Highlander Partners, L.P.
N/A
Shares— from 14,291
Change-14,291 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 14,226
Change-14,226 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 14,010
Change-14,010 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 13,875
Change-13,875 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 13,382
Change-13,382 (-100%)
Value—
Commerce Bank
N/A
Shares— from 13,333
Change-13,333 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 12,725
Change-12,725 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 12,439
Change-12,439 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 12,348
Change-12,348 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 11,790
Change-11,790 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 11,600
Change-11,600 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 11,500
Change-11,500 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 11,176
Change-11,176 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 11,106
Change-11,106 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 10,884
Change-10,884 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 10,736
Change-10,736 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 10,568
Change-10,568 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 10,206
Change-10,206 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 10,150
Change-10,150 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 9,985
Change-9,985 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 9,807
Change-9,807 (-100%)
Value—
Bitterroot Capital Advisors LLC
N/A
Shares— from 9,703
Change-9,703 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 9,582
Change-9,582 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 9,547
Change-9,547 (-100%)
Value—
Schulhoff & Co Inc
N/A
Shares— from 9,500
Change-9,500 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 9,326
Change-9,326 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 9,238
Change-9,238 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 8,923
Change-8,923 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 8,835
Change-8,835 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 8,807
Change-8,807 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 8,748
Change-8,748 (-100%)
Value—
Amplify Investments, LLC
N/A
Shares— from 8,620
Change-8,620 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 8,583
Change-8,583 (-100%)
Value—
Foresight Global Investors, Inc.
N/A
Shares— from 8,464
Change-8,464 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 7,817
Change-7,817 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 7,807
Change-7,807 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 7,723
Change-7,723 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 7,379
Change-7,379 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 7,347
Change-7,347 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 7,046
Change-7,046 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 7,038
Change-7,038 (-100%)
Value—
Cedar Wealth Management, LLC
N/A
Shares— from 7,024
Change-7,024 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 6,871
Change-6,871 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 6,809
Change-6,809 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 6,547
Change-6,547 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 6,489
Change-6,489 (-100%)
Value—
Calydon Capital
N/A
Shares— from 6,448
Change-6,448 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 6,400
Change-6,400 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 6,300
Change-6,300 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 6,285
Change-6,285 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 6,263
Change-6,263 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 5,909
Change-5,909 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 5,786
Change-5,786 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 5,737
Change-5,737 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 5,578
Change-5,578 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 5,550
Change-5,550 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 5,509
Change-5,509 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 5,473
Change-5,473 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 5,450
Change-5,450 (-100%)
Value—
Rockbridge Asset Management LLC
N/A
Shares— from 5,381
Change-5,381 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 5,376
Change-5,376 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 5,352
Change-5,352 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 5,147
Change-5,147 (-100%)
Value—
Intrepid Capital Management Inc
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 4,950
Change-4,950 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 4,927
Change-4,927 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 4,927
Change-4,927 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 4,880
Change-4,880 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 4,848
Change-4,848 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 4,845
Change-4,845 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 4,728
Change-4,728 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 4,669
Change-4,669 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 4,627
Change-4,627 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 4,543
Change-4,543 (-100%)
Value—
Wealth Advisors of Tampa Bay, LLC
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
Phil A. Younker & Associates, Ltd.
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 4,445
Change-4,445 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 4,432
Change-4,432 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 4,393
Change-4,393 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 4,384
Change-4,384 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 4,384
Change-4,384 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 4,333
Change-4,333 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 4,124
Change-4,124 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 4,055
Change-4,055 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 3,869
Change-3,869 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 3,800
Change-3,800 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 3,782
Change-3,782 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 3,704
Change-3,704 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 3,672
Change-3,672 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 3,642
Change-3,642 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 3,639
Change-3,639 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 3,596
Change-3,596 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 3,594
Change-3,594 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 3,592
Change-3,592 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 3,431
Change-3,431 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 3,224
Change-3,224 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 3,191
Change-3,191 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 3,104
Change-3,104 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,908
Change-2,908 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 2,850
Change-2,850 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 2,725
Change-2,725 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 2,581
Change-2,581 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 2,515
Change-2,515 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 2,173
Change-2,173 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 2,148
Change-2,148 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 1,819
Change-1,819 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 1,563
Change-1,563 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,550
Change-1,550 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 1,387
Change-1,387 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,379
Change-1,379 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 1,312
Change-1,312 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 1,243
Change-1,243 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,135
Change-1,135 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 1,081
Change-1,081 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 1,081
Change-1,081 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 998
Change-998 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 861
Change-861 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 846
Change-846 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 801
Change-801 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 712
Change-712 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 696
Change-696 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 632
Change-632 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 534
Change-534 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 524
Change-524 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 450
Change-450 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 432
Change-432 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 326
Change-326 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 275
Change-275 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 200
Change-200 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 195
Change-195 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 113
Change-113 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 69
Change-69 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 63
Change-63 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 57
Change-57 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 55
Change-55 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 50
Change-50 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 14
Change-14 (-100%)
Value—
Status
Alps Advisors Inc
INCREASED30,463,69528,601,592+1,862,103+7%$1.6B$1.7B+$104.6M2026-11-03
Chickasaw Capital Management LLC
INCREASED5,212,1855,211,734+451+0%$293.6K$293.6M+$293.3M2026-10-08
Miller Howard Investments Inc
DECREASED2,317,5752,325,809-8,2340%$131.0M$130.5M-$487.0K2026-10-26
Eagle Global Advisors LLC
DECREASED1,793,6761,793,816-1400%$101.0M$101.0M-$25.8K2026-11-02
Fractal Investments LLC
UNCHANGED1,668,1161,668,11600%$94.0M$93.9M-$16.7K2026-10-28
AlphaCore Capital LLC
INCREASED1,615,6631,615,591+720%$91.0M$91.0M-$12.1K2026-11-04
Duff & Phelps Investment Management Co
DECREASED1,423,4671,618,467-195,000-12%$91.2M$80.2M-$11.0M2026-11-06
Cushing Asset Management, LP dba NXG Investment Management
DECREASED1,330,8001,614,600-283,800-18%$91.0M$75.0M-$16.0M2026-10-26
Barclays PLC
INCREASED1,000,595970,593+30,002+3%$54.7M$56.4M+$1.7M2026-11-06
Deutsche Bank Ag\
INCREASED906,110853,780+52,330+6%$48.1M$51.0M+$2.9M2026-11-06
Americana Partners, LLC
INCREASED858,158856,711+1,447+0%$48.3M$48.3M+$72.9K2026-10-28
Neos Investment Management LLC
INCREASED709,486486,025+223,461+46%$27.4M$40.0M+$12.6M2026-11-04
Reaves W H & Co Inc
UNCHANGED670,500670,50000%$37.8M$37.8M-$6.7K2026-11-06
Chicago Partners Investment Group LLC
INCREASED492,785488,733+4,052+1%$28.1M$29.1M+$1.0M2026-10-27
LPL Financial LLC
INCREASED487,817470,133+17,684+4%$26.5M$27.5M+$991.3K2026-11-06
Natixis
INCREASED483,95823,958+460,000+1920%$1.3M$27.3M+$25.9M2026-11-06
Northside Capital Management, LLC
DECREASED356,063362,982-6,919-2%$20.4M$20.1M-$393.3K2026-10-13
Exchange Traded Concepts, LLC
DECREASED340,459368,974-28,515-8%$20.8M$19.2M-$1.6M2026-10-28
Catalyst Capital Advisors LLC
DECREASED321,208322,143-9350%$18.1M$18.1M-$55.9K2026-11-02
Maryland State Retirement & Pension System
DECREASED314,152355,372-41,220-12%$20.0M$17.7M-$2.3M2026-11-05
TrueMark Investments, LLC
INCREASED300,727266,413+34,314+13%$15.0M$16.9M+$1.9M2026-11-05
Walnut Private Equity Partners, LLC
INCREASED295,500268,000+27,500+10%$15.7M$16.6M+$982.8K2026-10-14
Tectonic Advisors LLC
INCREASED292,674278,156+14,518+5%$15.7M$16.5M+$814.9K2026-10-22
Private Capital Advisors, Inc.
DECREASED260,416260,486-700%$14.7M$14.7M-$6.5K2026-10-06
Citigroup Inc
DECREASED251,008275,873-24,865-9%$15.5M$14.1M-$1.4M2026-11-04
Deroy & Devereaux Private Investment Counsel Inc
INCREASED228,032226,982+1,050+0%$12.8M$12.8K-$12.8M2026-10-26
Adams Asset Advisors, LLC
UNCHANGED221,452221,45200%$12.5M$12.5M-$2.2K2026-10-08
Evergreen Capital Management LLC
DECREASED172,844176,959-4,115-2%$10.0M$9.7M-$233.5K2026-10-23
Hennessy Advisors Inc
UNCHANGED162,519162,51900%$9.2M$9.2M-$1.6K2026-10-28
Blueprint Financial Advisors LLC
INCREASED160,788156,970+3,818+2%$8.8M$9.1M+$213.5K2026-10-28
Blueprint Investment Partners LLC
INCREASED160,788156,970+3,818+2%$8.8M$9.1M+$213.5K2026-10-28
Gilman Hill Asset Management, LLC
DECREASED151,340154,120-2,780-2%$8.7M$8.5M-$158.1K2026-10-13
Turtle Creek Wealth Advisors, LLC
INCREASED151,333150,386+947+1%$8.5M$8.5M+$51.8K2026-10-15
Kestra Advisory Services, LLC
INCREASED144,403144,371+32+0%$8.1M$8.1M+$3532026-11-02
Kercheville Advisors, LLC
DECREASED134,274137,657-3,383-2%$7.8M$7.6M-$191.9K2026-10-19
Commonwealth Equity Services, LLC
DECREASED128,970131,765-2,795-2%$7.4M$7.3M-$158.7K2026-11-02
PNC Financial Services Group, Inc.
INCREASED124,590118,990+5,600+5%$6.7M$7.0M+$314.2K2026-11-06
CoreCap Advisors, LLC
INCREASED123,372106,118+17,254+16%$6.0M$6.9M+$970.7K2026-10-08
Jefferies Financial Group Inc.
NEW121,125—+121,125——$6.8M—2026-11-05
Lido Advisors, LLC
INCREASED108,007103,806+4,201+4%$5.8M$6.1M+$235.6K2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED101,93475,744+26,190+35%$4.3M$5.8M+$1.5M2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED100,37693,402+6,974+7%$5.3M$5.7K-$5.3M2026-11-02
Adell Harriman & Carpenter Inc
INCREASED95,12091,145+3,975+4%$5.1M$5.4M+$223.0K2026-11-02
Private Wealth Partners, LLC
UNCHANGED94,40094,40000%$5.3M$5.3M-$9442026-10-22
HUB Investment Partners, LLC
INCREASED89,24478,964+10,280+13%$4.4M$5.0M+$578.2K2026-11-03
Elco Management Co., LLC
INCREASED87,44184,746+2,695+3%$4.8M$4.9M+$150.9K2026-10-14
Castellan Group
INCREASED83,50982,931+578+1%$4.7M$4.7M+$31.7K2026-10-19
Asset One Wealth Management LLC
INCREASED67,70267,644+58+0%$3.8M$3.8M-$2.8K2026-11-02
Childress Capital Advisors, LLC
UNCHANGED67,64167,64100%$3.8M$3.8M-$6772026-10-28
Fort Washington Investment Advisors Inc
INCREASED65,33658,535+6,801+12%$3.3M$3.7M+$382.4K2026-10-15
Savant Capital, LLC
INCREASED65,22851,198+14,030+27%$3.0M$3.7M+$672.8K2026-11-06
Spirit of America Management Corp
UNCHANGED64,64764,64700%$3.6M$3.6M-$6472026-10-14
Forum Financial Management, LP
INCREASED62,30062,292+8+0%$3.5M$3.5M-$1672026-10-16
Oppenheimer & Co Inc
INCREASED61,86424,409+37,455+153%$1.4M$3.5M+$2.1M2026-10-26
US Bancorp \de\
INCREASED60,74259,742+1,000+2%$3.4M$3.4M+$55.7K2026-11-05
Samalin Investment Counsel, LLC
INCREASED60,59359,733+860+1%$3.4M$3.4M+$47.8K2026-10-23
Davenport & Co LLC
UNCHANGED59,58359,58300%$3.4M$3.4M-$5952026-10-14
Pathway Financial Advisers, LLC
INCREASED57,39553,539+3,856+7%$3.0M$3.2M+$216.6K2026-10-27
Mutual of America Capital Management LLC
UNCHANGED54,09954,09900%$3.0M$3.0M-$5412026-10-23
Williams Jones Wealth Management, Llc.
INCREASED53,48152,731+750+1%$3.0M$3.0M+$41.7K2026-11-05
GraniteShares Advisors LLC
INCREASED52,83952,023+816+2%$2.9M$3.0M+$45.4K2026-10-29
Doliver Advisors, LP
DECREASED51,54851,748-2000%$2.9M$2.9M-$11.8K2026-10-01
Creative Planning
INCREASED50,82950,653+176+0%$2.9M$2.9M+$9.4K2026-11-02
Private Management Group Inc
UNCHANGED50,00050,00000%$2.8M$2.8M-$5002026-11-04
Applied Capital LLC
INCREASED49,41548,875+540+1%$2.8M$2.8M+$29.9K2026-10-07
Howard Financial Services, Ltd.
INCREASED49,25848,413+845+2%$2.7M$2.8M+$47.1K2026-10-15
Crescent Grove Advisors, LLC
INCREASED48,48745,394+3,093+7%$2.6M$2.7M+$173.7K2026-10-21
CFM Wealth Partners LLC
UNCHANGED46,72946,72900%$2.6M$2.6M-$4682026-11-05
Parkside Financial Bank & Trust
INCREASED44,31243,312+1,000+2%$2.4M$2.5M+$55.9K2026-10-27
Searle & Co.
DECREASED43,40045,400-2,000-4%$2.6M$2.4M-$113.1K2026-11-04
Prospera Financial Services Inc
INCREASED42,39034,547+7,843+23%$1.9M$2.6M+$604.1K2026-11-04
Bahl & Gaynor LLC
DECREASED39,97541,225-1,250-3%$2.3M$2.3M-$70.8K2026-11-05
Pekin Hardy Strauss, Inc.
INCREASED39,05439,049+5+0%$2.2M$2.2M-$1502026-11-02
Fourpath Capital Management, LLC
UNCHANGED39,04839,04800%$2.2M$2.2M-$3912026-10-19
Keybank National Association
DECREASED36,97040,970-4,000-10%$2.3M$2.1M-$225.7K2026-11-04
Birch Capital Management, LLC
DECREASED34,88035,627-747-2%$2.0M$2.0M-$42.4K2026-10-27
Argyle Capital Partners, LLC
DECREASED32,82033,677-857-3%$1.9M$1.8M-$48.6K2026-10-23
UMB Bank, n.a.
UNCHANGED32,72532,72500%$1.8M$1.8M-$3272026-11-06
Obermeyer Wealth Partners
UNCHANGED32,34632,34600%$1.8M$1.8M-$3232026-10-21
Clear Trail Advisors, LLC
INCREASED31,63131,269+362+1%$1.8M$1.8M+$20.1K2026-10-20
CWA Asset Management Group, LLC
UNCHANGED31,17231,17200%$1.8M$1.8M-$3122026-10-19
Daymark Wealth Partners, LLC
DECREASED31,03131,706-675-2%$1.8M$1.7M-$38.3K2026-11-04
Apollon Wealth Management, LLC
DECREASED31,00431,902-898-3%$1.8M$1.7M-$50.9K2026-10-23
Ascentis Wealth Management, LLC
INCREASED30,7936,850+23,943+350%$385.9K$1.7M+$1.3M2026-11-03
Geneva Partners, LLC
UNCHANGED30,00030,00000%$1.7M$1.7M-$3002026-10-26
Fortem Financial Group, LLC
INCREASED29,94129,190+751+3%$1.6M$1.7M+$42.0K2026-10-20
ProShare Advisors LLC
DECREASED29,15434,212-5,058-15%$1.9M$1.6M-$285.2K2026-10-29
Outfitters Financial LLC
UNCHANGED27,97227,97200%$1.6M$1.6M-$2802026-10-23
Allworth Financial LP
INCREASED27,47926,006+1,473+6%$1.5M$1.5M+$83.0K2026-11-06
Simplex Trading, LLC
INCREASED27,4516,862+20,589+300%$386.5K$1.5M+$1.2M2026-11-04
Brookstone Capital Management
INCREASED26,90025,424+1,476+6%$1.4M$1.5M+$82.8K2026-10-22
Security National Bank
INCREASED26,79726,222+575+2%$1.5M$1.5M+$32.1K2026-10-26
Venture Visionary Partners LLC
INCREASED26,42311,677+14,746+126%$657.8K$1.5M+$830.4K2026-10-07
Hourglass Capital, LLC
UNCHANGED25,87225,87200%$1.5M$1.5M-$2592026-10-26
D.A. Davidson & Co.
DECREASED25,67027,055-1,385-5%$1.5M$1.4M-$78.3K2026-10-28
Bokf, NA
INCREASED25,15510,143+15,012+148%$571.4K$1.4M+$845.4K2026-10-27
MGO One Seven LLC
INCREASED25,04624,813+233+1%$1.4M$1.4M+$12.9K2026-10-28
Compass Financial Group, Inc
INCREASED24,95819,589+5,369+27%$1.1M$1.4M+$302.2K2026-10-13
Burford Brothers, Inc.
INCREASED24,91324,875+38+0%$1.4M$1.4M+$1.8K2026-10-21
Westover Capital Advisors, LLC
UNCHANGED24,90024,90000%$1.4M$1.4M-$2492026-10-26
Oppenheimer Asset Management Inc.
DECREASED24,65834,924-10,266-29%$2.0M$1.4M-$578.5K2026-10-27
Robertson Stephens Wealth Management, LLC
DECREASED24,33524,368-330%$1.4M$1.4M-$2.1K2026-10-16
Allspring Global Investments Holdings, LLC
INCREASED23,51523,064+451+2%$1.3M$1.3M+$28.8K2026-11-04
Concurrent Investment Advisors, LLC
INCREASED23,42514,069+9,356+67%$792.5K$1.3M+$526.8K2026-10-16
Wellington Grp LLC
INCREASED23,35615,589+7,767+50%$878.1K$1.3M+$437.3K2026-11-06
Novem Group
INCREASED23,00020,000+3,000+15%$1.1M$1.3M+$168.8K2026-10-19
Merit Financial Group, LLC
DECREASED22,50323,491-988-4%$1.3M$1.3M-$55.9K2026-11-06
C2c Wealth Management, LLC
UNCHANGED22,32122,32100%$1.3M$1.3M-$2232026-10-20
Bank of New York Mellon Corp
INCREASED21,67219,420+2,252+12%$1.1M$1.2M+$126.6K2026-11-05
HB Wealth Management, LLC
INCREASED21,53721,402+135+1%$1.2M$1.2M+$7.3K2026-10-23
Trilogy Capital Inc.
INCREASED20,78320,683+100+0%$1.2M$1.2M+$5.5K2026-10-20
IFP Advisors, Inc
INCREASED20,04218,490+1,552+8%$1.0M$1.1M+$87.2K2026-10-16
GFS Advisors, LLC
UNCHANGED19,32519,32500%$7.0K$1.1M+$1.1M2026-11-03
Peddock Capital Advisors, LLC
INCREASED18,90415,264+3,640+24%$859.8K$1.1M+$204.8K2026-10-16
Wedbush Securities Inc
DECREASED18,84220,854-2,012-10%$1.2M$1.1K-$1.2M2026-10-22
Prime Capital Investment Advisors, LLC
DECREASED18,71018,775-650%$1.1M$1.1M-$3.9K2026-10-20
Tred Avon Family Wealth, LLC
DECREASED18,66220,342-1,680-8%$1.1M$1.1M-$94.8K2026-10-20
Attessa Capital LLC
UNCHANGED18,50018,50000%$1.0M$1.0M-$1852026-10-09
Truist Financial Corp
INCREASED18,43213,508+4,924+36%$760.9K$1.0M+$277.2K2026-10-30
Choreo, LLC
INCREASED18,3138,270+10,043+121%$465.8K$1.0M+$565.5K2026-10-28
Gen-Wealth Partners Inc
INCREASED17,85314,645+3,208+22%$824.9K$1.0M+$180.6K2026-11-04
SYM Financial Corp
UNCHANGED17,84517,84500%$1.0M$1.0M-$1792026-10-26
Inscription Capital, LLC
DECREASED17,56622,712-5,146-23%$1.3M$989.3K-$290.1K2026-11-02
Cherry Creek Investment Advisors, Inc.
INCREASED17,12916,825+304+2%$947.7K$964.7K+$16.9K2026-10-14
SL Advisors, LLC
UNCHANGED17,11617,11600%$964.1K$964.0K-$1712026-10-13
ARS Investment Partners, LLC
INCREASED16,90013,900+3,000+22%$783.0K$951.8K+$168.8K2026-11-05
Larson Financial Group LLC
INCREASED16,28513,482+2,803+21%$759.4K$917.2K+$157.7K2026-11-05
Linscomb Wealth, Inc.
INCREASED16,00316,002+1+0%$901.4K$901.3K-$1052026-11-05
First Interstate Bank
UNCHANGED16,00016,00000%$901.3K$901.1K-$1602026-10-23
Fulcrum Asset Management LLP
DECREASED15,66916,052-383-2%$902.4K$893.9K-$8.5K2026-11-04
Segment Wealth Management, LLC
UNCHANGED15,44715,44700%$870.1K$870.0K-$1552026-10-26
Advisory Advocates, LLC
INCREASED14,86614,294+572+4%$805.2K$837.2K+$32.1K2026-11-05
Hardy Reed LLC
UNCHANGED14,67014,67000%$826.4K$826.2K-$1472026-11-06
Soltis Investment Advisors LLC
NEW14,193—+14,193——$799.4K—2026-10-28
Aviance Capital Partners, LLC
UNCHANGED14,01514,01500%$789.5K$789.3K-$1402026-10-29
Moors & Cabot, Inc.
UNCHANGED13,94313,94300%$785.4K$785.3K-$1392026-11-06
Signal Advisors Wealth, LLC
INCREASED13,64312,197+1,446+12%$687.0K$768.4K+$81.4K2026-10-13
Verdence Capital Advisors LLC
INCREASED13,6285,209+8,419+162%$293.4K$767.5K+$474.1K2026-10-26
SteelPeak Wealth, LLC
INCREASED13,62613,595+31+0%$765.8K$767.4K+$1.6K2026-10-16
Augustine Asset Management Inc
UNCHANGED13,07413,07400%$736.5K$736.3K-$1302026-10-13
J.W. Cole Advisors, Inc.
DECREASED13,04813,057-90%$735.5K$734.9K-$6382026-11-05
Annex Advisory Services, LLC
INCREASED12,9044,986+7,918+159%$280.9K$726.8K+$445.9K2026-10-16
Wealthstar Advisors, LLC
INCREASED12,53911,669+870+7%$657.3K$706.2K+$48.9K2026-10-19
Diversified Trust Co
UNCHANGED12,47812,47800%$702.9K$702.8K-$1242026-11-06
Addis & Hill, Inc
UNCHANGED12,15012,15000%$684.4K$684.4K$02026-10-19
Dynamic Advisor Solutions LLC
DECREASED11,99712,251-254-2%$690.1K$675.7K-$14.4K2026-10-13
Walled Lake Planning & Wealth Management, LLC
INCREASED11,6749,924+1,750+18%$559.0K$657.5K+$98.4K2026-10-29
Avalon Capital Management
UNCHANGED11,63511,63500%$655.4K$655.3K-$1172026-11-04
Trueblood Wealth Management, LLC
INCREASED11,57110,377+1,194+12%$584.5K$651.7K+$67.1K2026-10-23
Wilmington Savings Fund Society, FSB
UNCHANGED11,56911,56900%$651.7K$651.6K-$1142026-10-23
Merrion Investment Management Co, LLC
UNCHANGED11,52511,52500%$649.2K$649.1K-$1122026-10-16
HBK Sorce Advisory LLC
DECREASED11,50511,720-215-2%$694.9K$650.6K-$44.3K2026-11-06
Lifetime Wealth Management P.C.
UNCHANGED11,00011,00000%$619.6K$619.5K-$1102026-10-29
Diversify Wealth Management, LLC
INCREASED10,96710,467+500+5%$610.8K$626.5K+$15.6K2026-10-20
Diversify Advisory Services, LLC
INCREASED10,96710,467+500+5%$610.8K$626.5K+$15.6K2026-10-20
Capital Investment Advisors, LLC
INCREASED10,82610,268+558+5%$578.4K$609.7K+$31.3K2026-10-22
Bedel Financial Consulting, Inc.
INCREASED10,70910,632+77+1%$598.9K$603.1K+$4.2K2026-11-06
Magnus Financial Group LLC
INCREASED10,51610,232+284+3%$576.4K$592.3K+$15.9K2026-10-21
Sunbeam Capital Management, LLC
INCREASED10,36410,355+9+0%$583.3K$583.7K+$3992026-11-05
Compass Financial Management LLC
INCREASED10,0029,988+14+0%$576.8K$563.3K-$13.5K2026-10-30
Abel Hall, LLC
UNCHANGED10,00010,00000%$563.3K$563.2K-$1002026-10-19
First Trust Capital Management L.P.
INCREASED9,9783,885+6,093+157%$218.8K$562.0K+$343.1K2026-11-06
State of Wyoming
DECREASED9,94712,692-2,745-22%$714.9K$560.2K-$154.7K2026-10-28
Princeton Global Asset Management LLC
DECREASED9,6539,740-87-1%$548.7K$543.6K-$5.0K2026-10-21
Colonial River Investments, LLC
DECREASED9,6509,903-253-3%$557.8K$543.5K-$14.3K2026-10-19
Integrity Alliance, Llc.
NEW9,549—+9,549——$537.8K—2026-10-29
Legacy Advisors, LLC
UNCHANGED9,2759,27500%$522.5K$522.4K-$932026-10-19
United Advisor Group, LLC
INCREASED9,2016,810+2,391+35%$383.6K$518.2K+$134.6K2026-11-03
Clark Financial Services Group Inc
INCREASED9,1077,706+1,401+18%$434.1K$512.9K+$78.8K2026-10-19
Silverberg Bernstein Capital Management LLC
DECREASED9,0779,644-567-6%$543.2K$511.2K-$32.0K2026-10-13
Newman Dignan & Sheerar, Inc.
INCREASED9,0008,100+900+11%$456.3K$506.9K+$50.6K2026-10-21
Focus Financial Network, Inc.
UNCHANGED8,9948,99400%$506.6K$506.5K-$902026-10-14
Citizens Financial Group Inc
INCREASED8,7158,401+314+4%$473.2K$490.8K+$17.6K2026-10-23
MSH Capital Advisors LLC
INCREASED8,5438,392+151+2%$472.7K$481.1K+$8.4K2026-11-03
Chung Wu Investment Group, LLC
UNCHANGED8,5008,50000%$478.8K$478.7K-$852026-11-03
Farther Finance Advisors, LLC
DECREASED8,3548,921-567-6%$502.5K$470.5K-$32.0K2026-10-08
Elevation Point Wealth Partners, LLC
INCREASED8,2597,817+442+6%$440.3K$465.1K+$24.8K2026-11-05
Ascentis Independent Advisors
NEW8,257—+8,257——$467.0K—2026-11-03
International Assets Investment Management, LLC
INCREASED8,2398,231+8+0%$460.3K$464.2K+$3.9K2026-11-02
Stablepoint Partners, LLC
DECREASED8,2018,534-333-4%$480.7K$461.9K-$18.8K2026-11-03
Maia Wealth LLC
INCREASED8,1628,017+145+2%$451.6K$459.7K+$8.1K2026-10-19
Spire Wealth Management
INCREASED8,0497,988+61+1%$450.0K$453.3K+$3.4K2026-10-30
Signaturefd, LLC
UNCHANGED8,0008,00000%$450.6K$450.6K-$802026-10-23
Valeo Financial Advisors, LLC
UNCHANGED7,9917,99100%$450.1K$450.0K-$802026-10-08
Carnegie Investment Counsel
DECREASED7,9088,316-408-5%$468.4K$445.4K-$23.1K2026-10-20
Belfer Management LLC
UNCHANGED7,8297,82900%$441.0K$440.9K-$792026-11-05
Fiduciary Financial Group, LLC
INCREASED7,8287,745+83+1%$436.3K$440.9K+$4.6K2026-10-13
Lee Financial Co
UNCHANGED7,7787,77800%$438.1K$438.1K-$782026-10-16
Advisor OS, LLC
UNCHANGED7,7487,74800%$436.4K$436.4K-$782026-11-03
Csenge Advisory Group
DECREASED7,7378,678-941-11%$488.8K$435.8K-$53.1K2026-11-04
Traynor Capital Management, Inc.
INCREASED7,6687,637+31+0%$430.2K$431.8K+$1.6K2026-10-29
Sigma Planning Corp
INCREASED7,6377,475+162+2%$421.1K$430.1K+$9.0K2026-10-23
Westco Advisory Services Inc
UNCHANGED7,5857,58500%$427.3K$427.2K-$762026-10-14
Ulland Investment Advisors, LLC
UNCHANGED7,5007,50000%$422$422$02026-10-13
Sanders Morris Harris LLC
NEW7,420—+7,420——$420.0K—2026-10-14
CMG Global Holdings, LLC
NEW7,401—+7,401——$416.8K—2026-10-14
Hilltop National Bank
UNCHANGED7,4007,40000%$416.8K$416.8K-$742026-10-14
Allegheny Financial Group
UNCHANGED7,3647,36400%$414.8K$414.7K-$742026-11-05
Level Four Advisory Services, LLC
INCREASED7,3397,238+101+1%$407.7K$413.3K+$5.6K2026-11-06
Arista Wealth Management, LLC
UNCHANGED7,3067,30600%$411.5K$411.5K-$732026-10-29
Parallel Advisors, LLC
INCREASED7,3016,716+585+9%$378.3K$411.2K+$32.9K2026-11-03
Farmers & Merchants Investments Inc
INCREASED7,2937,285+8+0%$410.4K$410.7K+$3782026-10-22
Intrua Financial, LLC
INCREASED7,2485,342+1,906+36%$300.9K$408.2K+$107.3K2026-10-28
Washington Trust Advisors, Inc.
INCREASED7,2257,020+205+3%$395.4K$406.9K+$11.5K2026-10-22
Wedmont Private Capital
UNCHANGED7,1607,16000%$407.8K$410.4K+$2.6K2026-10-09
American National Bank & Trust
UNCHANGED7,1267,12600%$401.4K$401.3K-$702026-10-07
Little House Capital LLC
NEW7,000—+7,000——$394.2K—2026-11-06
Carret Asset Management, LLC
UNCHANGED7,0007,00000%$394.3K$394.2K-$702026-11-04
Avidian Wealth Enterprises, LLC
INCREASED6,8115,422+1,389+26%$305.4K$383.6K+$78.2K2026-10-08
PDS Planning, Inc
DECREASED6,7257,025-300-4%$395.7K$378.8K-$17.0K2026-11-03
Titleist Asset Management, LLC
UNCHANGED6,6506,65000%$374.6K$374.5K-$672026-10-08
Madison Park Capital Advisors, LLC
DECREASED6,5006,744-244-4%$358.0K$366.1K+$8.1K2026-10-28
Winebrenner Capital Management LLC
UNCHANGED6,4956,49500%$365.9K$365.8K-$652026-10-07
Keudell ison Wealth Management
DECREASED6,4656,509-44-1%$366.7K$364.1K-$2.5K2026-10-16
Vestia Personal Wealth Advisors
UNCHANGED6,4206,42000%$361.6K$361.6K-$652026-10-20
Formidable Asset Management, LLC
DECREASED6,2306,340-110-2%$361.8K$350.9K-$10.9K2026-11-03
Bell Bank
UNCHANGED6,2006,20000%$349.2K$349.2K-$622026-10-21
Kestra Private Wealth Services, LLC
DECREASED6,1207,795-1,675-21%$439.1K$344.7K-$94.4K2026-11-06
Corps Capital Advisors, LLC
UNCHANGED6,1046,10400%$343.8K$343.8K-$612026-11-05
Atwood & Palmer Inc
UNCHANGED5,8445,84400%$329.2K$329.1K-$582026-10-08
Van Cleef Asset Management,Inc
UNCHANGED5,8085,80800%$327.2K$327.1K-$582026-10-20
CFS Investment Advisory Services, LLC
NEW5,575—+5,575——$322.1K—2026-10-19
Secure Asset Management, LLC
NEW5,552—+5,552——$312.7K—2026-10-19
Knuff & Co LLC
UNCHANGED5,5005,50000%$309.8K$309.8K-$552026-11-06
Greenup Street Wealth Management LLC
INCREASED5,4914,622+869+19%$260.4K$309.2K+$48.9K2026-10-28
Parsons Capital Management Inc
UNCHANGED5,4715,47100%$308.2K$308.1K-$552026-10-28
MBE Wealth Management, LLC
UNCHANGED5,4665,46600%$307.9K$307.9K-$552026-10-26
OAK Family Advisors, LLC
INCREASED5,4605,452+8+0%$307.1K$307.5K+$3582026-10-19
Quadrant Private Wealth Management, LLC
UNCHANGED5,4005,40000%$304.2K$304.1K-$542026-11-04
Steel Grove Capital Advisors, LLC
INCREASED5,3805,363+17+0%$302.1K$303.0K+$8792026-10-13
Claro Advisors Inc.
DECREASED5,3625,653-291-5%$318.4K$302.0K-$16.4K2026-11-02
Outlook Wealth Advisors, LLC
DECREASED5,3335,422-89-2%$305.4K$300.3K-$5.1K2026-10-28
Wesbanco Bank Inc
DECREASED5,3249,034-3,710-41%$508.9K$299.8K-$209.0K2026-11-04
William John Sempolinski
UNCHANGED5,3015,30100%$298.6K$298.6K-$532026-10-20
Quantum Financial Planning Services, Inc.
UNCHANGED5,2865,28600%$297.8K$297.7K-$522026-10-14
Convergence Financial, LLC
DECREASED5,2248,470-3,246-38%$477.1K$294.2K-$182.9K2026-10-27
Fermata Advisors, LLC
INCREASED5,2155,192+23+0%$292.5K$293.7K+$1.3K2026-10-13
Royal Harbor Partners, LLC
UNCHANGED5,1955,19500%$292.6K$292.6K-$522026-10-29
Somerset Trust Co
UNCHANGED5,1205,12000%$288.4K$288.4K-$522026-10-13
Perigon Wealth Management, LLC
DECREASED5,1038,241-3,138-38%$464.2K$287.4K-$176.8K2026-10-22
Aspetuck Financial Management LLC
INCREASED5,0915,000+91+2%$281.7K$286.7K+$5.1K2026-11-04
Ascent Wealth Partners, LLC
UNCHANGED5,0155,01500%$282.5K$282.4K-$502026-10-23
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED5,0005,00000%$281.7K$281.6K-$502026-10-27
Everhart Financial Group, Inc.
UNCHANGED5,0005,00000%$281.7K$281.6K-$502026-10-08
Rockland Trust Co
UNCHANGED5,0005,00000%$281.7K$281.6K-$502026-10-05
Atria Investments, Inc
INCREASED4,9774,973+4+0%$280.1K$280.3K+$1992026-10-15
Lodestone Wealth Management LLC
INCREASED4,9754,887+88+2%$275.3K$280.2K+$4.9K2026-10-14
Baldwin Wealth Partners LLC
UNCHANGED4,7964,79600%$270.2K$270.1K-$482026-10-13
Entrewealth, LLC
UNCHANGED4,7564,75600%$287.4K$267.9K-$19.5K2026-10-14
Bryn Mawr Trust Advisors, LLC
INCREASED4,7484,746+2+0%$267.4K$267.4K+$622026-11-04
Brian LOW Financial Group, LLC
UNCHANGED4,7284,72800%$266.3K$266.3K-$472026-10-28
Ulrich Consultants & Investment Group, LLC
NEW4,710—+4,710——$265.3K—2026-10-13
Elser Financial Planning, Inc
UNCHANGED4,6874,68700%$264.0K$264.0K-$472026-10-16
Counterpoint Mutual Funds LLC
DECREASED4,6595,510-851-15%$310.4K$262.4K-$48.0K2026-10-16
Sowell Financial Services LLC
NEW4,480—+4,480——$252.3K—2026-10-23
NTV Asset Management LLC
UNCHANGED4,4694,46900%$251.7K$251.7K-$452026-10-23
Stillwater Wealth Management Group
INCREASED4,3004,200+100+2%$236.6K$242.2K+$5.6K2026-10-21
Mattern Capital Management, LLC
UNCHANGED4,3004,30000%$242.2K$242.2K-$432026-11-02
Wealth Alliance Advisory Group, LLC
DECREASED4,2704,570-300-7%$257.4K$240.5K-$16.9K2026-10-14
Naples Global Advisors, LLC
INCREASED4,2003,600+600+17%$202.8K$236.5K+$33.8K2026-11-05
North Star Investment Management Corp.
UNCHANGED4,1894,18900%$236.0K$235.9K-$422026-10-27
Archford Capital Strategies, LLC
UNCHANGED4,1074,10700%$231.3K$231.3K-$412026-10-19
Griffin Asset Management, Inc.
INCREASED4,1014,046+55+1%$227.9K$230.9K+$3.1K2026-10-22
Advisor Resource Council
DECREASED4,0854,840-755-16%$275.7K$234.4K-$41.4K2026-11-05
Arrow Investment Advisors, LLC
INCREASED4,0673,864+203+5%$217.7K$229.1K+$11.4K2026-11-02
OpenArc Corporate Advisory, LLC
NEW4,041—+4,041——$227.6K—2026-10-21
Clearstead Advisors, LLC
UNCHANGED4,0384,03800%$227.4K$227.4K-$412026-11-06
XML Financial, LLC
UNCHANGED4,0004,00000%$225.3K$225.3K-$402026-10-29
LexAurum Advisors, LLC
INCREASED3,9533,947+6+0%$222.3K$222.6K+$3022026-10-19
WIN Advisors, Inc
NEW3,948—+3,948——$222.4K—2026-11-06
Moneco Advisors, LLC
DECREASED3,9233,936-130%$221.7K$220.9K-$7792026-11-05
Vise Technologies, Inc.
INCREASED3,9213,648+273+7%$205.5K$220.8K+$15.3K2026-10-29
VestGen Advisors, LLC
INCREASED3,8923,849+43+1%$216.8K$219.2K+$2.4K2026-10-27
Rossby Financial, LCC
NEW3,783—+3,783——$213.1K—2026-11-05
Balboa Wealth Partners
UNCHANGED3,7213,72100%$209.6K$209.6K-$372026-10-20
W.H. Cornerstone Investments Inc.
UNCHANGED3,7133,71300%$209.2K$209.1K-$372026-11-03
Adirondack Trust Co
UNCHANGED3,7003,70000%$208.4K$208.3K-$742026-10-14
ETF Portfolio Partners, Inc.
UNCHANGED3,6923,69200%$208.0K$207.9K-$372026-10-22
Ascent Group, LLC
UNCHANGED3,6503,65000%$205.6K$205.6K-$372026-10-30
ARK & TLK Investments, LLC
UNCHANGED3,6203,62000%$203.9K$203.9K-$362026-10-20
Nemes Rush Group LLC
UNCHANGED3,2643,26400%$183.9K$183.8K-$322026-11-04
Capital Advisors, Ltd. LLC
INCREASED3,0512,996+55+2%$169$172+$32026-10-27
Citizens National Bank Trust Department
INCREASED2,9651,465+1,500+102%$82.5K$167.0K+$84.5K2026-11-04
Hilton Head Capital Partners, LLC
UNCHANGED2,7172,71700%$153.0K$153.0K-$282026-10-23
Mcdonald Partners LLC
UNCHANGED2,7002,70000%$152.1K$152.1K-$272026-11-03
Zega Investments, LLC
NEW2,500—+2,500——$140.8K—2026-11-04
Boyd Watterson Asset Management LLC
UNCHANGED2,4652,46500%$138.9K$138.8K-$242026-11-06
Lanark Financial, Inc.
DECREASED2,3974,794-2,397-50%$270.1K$135.0K-$135.1K2026-10-26
Madden Securities Corp
NEW2,308—+2,308——$130.0K—2026-10-27
Latitude Advisors, LLC
NEW2,265—+2,265——$127.6K—2026-10-27
Private Trust Co NA
UNCHANGED2,0002,00000%$112.7K$112.6K-$202026-10-20
Russell Investments Group, Ltd.
INCREASED1,9871,734+253+15%$97.7K$111.9K+$14.2K2026-11-06
Caldwell Trust Co
UNCHANGED1,9351,93500%$109.0K$109.0K-$202026-10-30
Inspire Investing, LLC
INCREASED1,6861,656+30+2%$93.3K$94.9K+$1.7K2026-10-22
Fifth Third Bancorp
UNCHANGED1,5491,54900%$87.3K$87.2K-$152026-11-05
Blue Trust, Inc.
UNCHANGED1,5351,53500%$86.5K$86.5K-$162026-10-15
Central Trust Co
UNCHANGED1,4571,45700%$82.1K$82.1K-$142026-11-05
Creative Financial Designs Inc
UNCHANGED1,2601,26000%$71.0K$71.0K-$132026-11-04
EverSource Wealth Advisors, LLC
UNCHANGED1,2281,22800%$69.2K$69.2K-$112026-11-04
Nova Financial LLC
NEW1,148—+1,148——$64.7K—2026-11-04
Activest Wealth Management
INCREASED1,1051,086+19+2%$61.2K$62.2K+$1.1K2026-10-15
First Bancorp, Inc
NEW1,000—+1,000——$56.3K—2026-10-26
First Community Trust NA
NEW1,000—+1,000——$56.3K—2026-10-07
Compass Wealth Management LLC
NEW1,000—+1,000——$56.3K—2026-10-22
Harbor Investment Advisory, LLC
UNCHANGED1,0001,00000%$56.3K$56.3K-$102026-10-13
Groesbeck Investment Management Corp
UNCHANGED91091000%$51$51$02026-10-26
Hickory Point Bank & Trust
UNCHANGED90090000%$50.7K$50.7K-$92026-10-01
Mather Group, Llc.
DECREASED8631,123-260-23%$63.3K$48.6K-$14.7K2026-10-14
First Horizon Corp
DECREASED797950-153-16%$53.5K$44.9K-$8.6K2026-10-26
Root Financial Partners, LLC
NEW778—+778——$43.8K—2026-10-21
Trust Co of Toledo NA
UNCHANGED75075000%$42.2K$42.2K-$82026-10-16
Assetmark, Inc
DECREASED744823-79-10%$46.4K$41.9K-$4.5K2026-10-21
Jacobi Capital Management LLC
NEW500—+500——$28.2K—2026-11-05
Trust Co of Vermont
UNCHANGED50050000%$28.2K$28.2K-$52026-10-21
Pacifica Partners Inc.
UNCHANGED40040000%$22.8K$22.5K-$3322026-10-09
Concord Wealth Partners
UNCHANGED38938900%$21.9K$21.9K-$42026-11-02
Archer Investment Corp
INCREASED368361+7+2%$20.3K$20.7K+$3672026-11-05
Ares Financial Consulting, LLC
UNCHANGED34134100%$19.2K$19.2K-$42026-10-19
Planning Strategies Inc.
INCREASED312306+6+2%$17.2K$17.6K+$3112026-10-02
Financial Network Wealth Advisors LLC
INCREASED213211+2+1%$11.9K$12.0K+$602026-10-28
SJS Investment Consulting Inc.
NEW200—+200——$11.3K—2026-10-26
Chilton Capital Management LLC
UNCHANGED20020000%$11.3K$11.3K-$22026-10-28
Country Trust Bank
UNCHANGED20020000%$11.3K$11.3K-$22026-10-30
Cape Investment Advisory, Inc.
UNCHANGED20020000%$11.3K$11.3K-$22026-10-13
Westside Investment Management, Inc.
UNCHANGED15015000%$8.4K$8.5K+$82026-11-02
Vision Financial Markets LLC
INCREASED138135+3+2%$7.5K$7.7K+$2012026-10-22
Strengthening Families & Communities, LLC
UNCHANGED12612600%$7.1K$7.1K-$22026-10-21
USA Financial Formulas
NEW110—+110——$6.2K—2026-10-16
Costello Asset Management, Inc
UNCHANGED10410400%$5.9K$5.9K-$12026-10-30
Evolution Wealth Management Inc.
UNCHANGED10010000%$5.6K$5.6K-$12026-10-28
Kozak & Associates, Inc.
INCREASED9997+2+2%$5.4K$5.8K+$3982026-10-29
Center for Financial Planning, Inc.
UNCHANGED858500%$4.8K$4.8K-$22026-10-26
Plante Moran Financial Advisors, LLC
DECREASED27996-969-97%$56.1K$1.5K-$54.6K2026-11-04
JFS Wealth Advisors, LLC
UNCHANGED262600%$1.5K$1.5K$02026-11-03
TD Private Client Wealth LLC
UNCHANGED232300%$1.3K$1.3K-$12026-10-28
Murphy & Mullick Capital Management Corp
NEW20—+20——$1.1K—2026-11-02
City Holding Co
NEW20—+20——$1.1K—2026-10-19
Abound Wealth Management
UNCHANGED161600%$921$921$02026-10-26
Grove Bank & Trust
NEW15—+15——$845—2026-10-08
Cedar Mountain Advisors, LLC
UNCHANGED111100%$620$620$02026-10-15
Hurley Capital, LLC
UNCHANGED111100%$620$620$02026-11-05
Dhjj Financial Advisors, Ltd.
UNCHANGED101000%$564$564$02026-10-23
Indivisible Partners
CLOSED085,400-85,400-100%$4.8M$0-$4.8M2026-10-26
Imc-Chicago, LLC
CLOSED014,873-14,873-100%$837.8K$0-$837.8K2026-11-05
True North Advisors, LLC
CLOSED08,494-8,494-100%$478.5K$0-$478.5K2026-10-22
Glenview Trust Co
CLOSED07,500-7,500-100%$422.5K$0-$422.5K2026-10-28
Redhawk Wealth Advisors, Inc.
CLOSED06,586-6,586-100%$371.0K$0-$371.0K2026-10-14
Confluence Wealth Services, Inc.
CLOSED05,733-5,733-100%$322.9K$0-$322.9K2026-11-05
Philadelphia Trust Co
CLOSED05,620-5,620-100%$317.0K$0-$317.0K2026-11-05
Independent Financial Group, LLC
CLOSED04,796-4,796-100%$270.2K$0-$270.2K2026-10-13
Shepherd Financial Partners LLC
CLOSED04,120-4,120-100%$232.1K$0-$232.1K2026-11-03
Teamwork Financial Advisors, LLC
CLOSED03,910-3,910-100%$220.3K$0-$220.3K2026-10-19
Chapin Davis, Inc.
CLOSED03,766-3,766-100%$212.1K$0-$212.1K2026-10-09
Kingswood Wealth Advisors, LLC
CLOSED03,746-3,746-100%$211.0K$0-$211.0K2026-10-23
Arlington Trust Co LLC
CLOSED03,300-3,300-100%$185.9K$0-$185.9K2026-10-20
Summit Securities Group LLC
CLOSED01,900-1,900-100%$107.0K$0-$107.0K2026-11-05
Vestor Capital, LLC
CLOSED01,641-1,641-100%$95$0-$952026-11-04
MCF Advisors LLC
CLOSED01,340-1,340-100%$75.5K$0-$75.5K2026-10-28
Acumen Wealth Advisors, LLC
CLOSED01,253-1,253-100%$70.6K$0-$70.6K2026-11-05
Institute for Wealth Management, Llc.
CLOSED0936-936-100%$52.7K$0-$52.7K2026-11-06
Axiom Investment Management LLC
CLOSED0800-800-100%$45.1K$0-$45.1K2026-11-03
Key FInancial Inc
CLOSED0300-300-100%$16.9K$0-$16.9K2026-11-02
Cullen T Bankers, Inc.
CLOSED0215-215-100%$12.1K$0-$12.1K2026-10-28
Pacific Center for Financial Services
CLOSED0149-149-100%$8.4K$0-$8.4K2026-10-15
Bullseye Investment Management, LLC
CLOSED0100-100-100%$5.6K$0-$5.6K2026-10-29
LifeSteps Financial, Inc.
CLOSED020-20-100%$1.1K$0-$1.1K2026-10-15
Investors Research Corp
CLOSED020-20-100%$1.1K$0-$1.1K2026-10-07
Jnba Financial Advisors
CLOSED014-14-100%$789$0-$7892026-11-03
Mountain Hill Investment Partners Corp.
CLOSED02-2-100%$123$0-$1232026-10-23
Invesco Ltd.
N/A—18,273,448-18,273,448-100%$1.0B———
Blackstone Inc.
N/A—12,956,943-12,956,943-100%$729.9M———
Goldman Sachs Group Inc
N/A—11,329,340-11,329,340-100%$638.2M———
Tortoise Capital Advisors, L.L.C.
N/A—10,500,469-10,500,469-100%$591.5M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—8,011,582-8,011,582-100%$451.3M———
Kayne Anderson Capital Advisors LP
N/A—5,862,925-5,862,925-100%$330.3M———
Energy Income Partners, LLC
N/A—5,380,295-5,380,295-100%$303.1M———
Morgan Stanley
N/A—5,275,829-5,275,829-100%$297.2M———
UBS Group AG
N/A—5,259,274-5,259,274-100%$296.3M———
FMR LLC
N/A—3,920,887-3,920,887-100%$220.9M———
JPMorgan Chase & Co
N/A—3,428,352-3,428,352-100%$192.7M———
Brave Warrior Advisors, LLC
N/A—3,180,534-3,180,534-100%$179.2M———
CIBC Bancorp USA Inc.
N/A—2,988,109-2,988,109-100%$168.3M———
Bank of Montreal
N/A—2,549,532-2,549,532-100%$143.6M———
Clearbridge Investments, LLC
N/A—2,343,689-2,343,689-100%$132.0M———
Westwood Holdings Group Inc
N/A—2,113,845-2,113,845-100%$119.1M———
Bank of America Corp
N/A—2,070,457-2,070,457-100%$116.6M———
Royal Bank of Canada
N/A—1,635,550-1,635,550-100%$92.1M———
Brookfield Corp
N/A—1,356,028-1,356,028-100%$76.4M———
BNP Paribas Financial Markets
N/A—1,313,107-1,313,107-100%$74.0M———
Stifel Financial Corp
N/A—1,306,287-1,306,287-100%$73.6M———
ING Groep NV
N/A—1,239,600-1,239,600-100%$69.8M———
Cohen & Steers, Inc.
N/A—1,178,658-1,178,658-100%$66.4M———
Mariner, LLC
N/A—1,143,271-1,143,271-100%$64.4M———
Epoch Investment Partners, Inc.
N/A—1,046,028-1,046,028-100%$58.9M———
Progeny 3, Inc.
N/A—1,015,966-1,015,966-100%$57.2M———
Infrastructure Capital Advisors, LLC
N/A—936,785-936,785-100%$52.8M———
Raymond James Financial Inc
N/A—922,179-922,179-100%$51.9M———
Victory Capital Management Inc
N/A—872,763-872,763-100%$49.2M———
Wells Fargo & Company
N/A—863,077-863,077-100%$48.6M———
Allianz Asset Management GmbH
N/A—829,136-829,136-100%$46.7M———
HRT Financial LP
N/A—821,049-821,049-100%$46.2M———
Neuberger Berman Group LLC
N/A—749,837-749,837-100%$42.2M———
Arax Advisory Partners
N/A—596,042-596,042-100%$33.6M———
Longfellow Investment Management Co LLC
N/A—579,453-579,453-100%$32.6M———
Mizuho Markets Americas LLC
N/A—575,000-575,000-100%$32.4M———
Recurrent Investment Advisors LLC
N/A—544,714-544,714-100%$30.7M———
Appaloosa LP
N/A—502,460-502,460-100%$28.3M———
Jennison Associates LLC
N/A—441,796-441,796-100%$24.9M———
Oxbow Advisors, LLC
N/A—440,557-440,557-100%$24.8M———
Bollard Group LLC
N/A—431,910-431,910-100%$24.3M———
Sovereign Investment Advisors, LLC
N/A—373,955-373,955-100%$21.1M———
HighTower Advisors, LLC
N/A—365,716-365,716-100%$20.6M———
Texas Yale Capital Corp.
N/A—344,263-344,263-100%$19.4M———
Nuveen, LLC
N/A—341,636-341,636-100%$19.2M———
Heronetta Management, L.P.
N/A—324,039-324,039-100%$18.3M———
Opal Capital LLC
N/A—266,131-266,131-100%$15.0M———
Rockefeller Capital Management L.P.
N/A—258,931-258,931-100%$14.6M———
Envestnet Asset Management Inc
N/A—255,507-255,507-100%$14.4M———
Waverly Advisors, LLC
N/A—239,612-239,612-100%$13.5M———
&partners
N/A—219,845-219,845-100%$12.4M———
RR Advisors, LLC
N/A—214,194-214,194-100%$12.1M———
Stephens Inc
N/A—211,656-211,656-100%$11.9M———
Citadel Advisors LLC
N/A—209,147-209,147-100%$11.8M———
Sequoia Financial Advisors, LLC
N/A—203,936-203,936-100%$11.5M———
Cetera Investment Advisers
N/A—194,602-194,602-100%$11.0M———
United Capital Financial Advisors, LLC
N/A—187,586-187,586-100%$10.6M———
Susquehanna International Group, LLP
N/A—186,814-186,814-100%$10.5M———
Avenir Corp
N/A—185,366-185,366-100%$10.4M———
Advisors Asset Management, Inc.
N/A—168,520-168,520-100%$9.5M———
Empowered Funds, LLC
N/A—164,540-164,540-100%$9.3M———
Empirical Finance, LLC
N/A—164,540-164,540-100%$9.3M———
Advisors Capital Management, LLC
N/A—157,815-157,815-100%$8.9M———
Susquehanna Portfolio Strategies, LLC
N/A—155,979-155,979-100%$8.8M———
Glenmede Trust Co NA
N/A—152,650-152,650-100%$8.6M———
Evercore Wealth Management, LLC
N/A—152,053-152,053-100%$8.6M———
First Trust Advisors LP
N/A—141,244-141,244-100%$8.0M———
BlackRock, Inc.
N/A—140,175-140,175-100%$7.9M———
Cresset Asset Management, LLC
N/A—129,257-129,257-100%$7.3M———
Treasurer of the State of North Carolina
N/A—127,725-127,725-100%$7.2M———
Bridges Investment Management Inc
N/A—115,164-115,164-100%$6.5M———
Jump Financial, LLC
N/A—114,000-114,000-100%$6.4M———
Osaic Holdings, Inc.
N/A—111,519-111,519-100%$6.3M———
Objectivity Squared, LLC
N/A—103,176-103,176-100%$5.8M———
FourThought Financial Partners, LLC
N/A—98,646-98,646-100%$5.6M———
Mercer Global Advisors Inc
N/A—98,007-98,007-100%$5.5M———
Brown Advisory Inc
N/A—97,141-97,141-100%$5.5M———
NewEdge Advisors, LLC
N/A—93,002-93,002-100%$5.2M———
Van Eck Associates Corp
N/A—87,746-87,746-100%$4.9M———
PPM America Inc
N/A—87,200-87,200-100%$4.9M———
Captrust Financial Advisors
N/A—83,768-83,768-100%$4.7M———
Pinnacle Holdings, LLC
N/A—79,404-79,404-100%$4.5M———
Janney Montgomery Scott LLC
N/A—79,401-79,401-100%$4.5M———
Group One Trading LLC
N/A—72,897-72,897-100%$4.1M———
Advisory Services Network, LLC
N/A—72,317-72,317-100%$4.1M———
Cerity Partners LLC
N/A—71,984-71,984-100%$4.1M———
MAI Capital Management
N/A—68,959-68,959-100%$3.9M———
Militia Capital Management LLC
N/A—67,000-67,000-100%$3.8M———
Moneta Group Investment Advisors LLC
N/A—66,583-66,583-100%$3.8M———
Lionhunter Capital Management, LLC
N/A—59,595-59,595-100%$3.4M———
Dividend Assets Capital, LLC
N/A—56,240-56,240-100%$3.2M———
Quantinno Capital Management LP
N/A—54,704-54,704-100%$3.1M———
Delta Investment Management, LLC
N/A—48,922-48,922-100%$2.8M———
Steward Partners Investment Advisory, LLC
N/A—48,385-48,385-100%$2.7M———
PFG Investments, LLC
N/A—48,382-48,382-100%$2.7M———
Stratos Wealth Partners, Ltd.
N/A—47,003-47,003-100%$2.6M———
Curi Capital, LLC
N/A—45,720-45,720-100%$2.6M———
National Philanthropic Trust
N/A—45,102-45,102-100%$2.5M———
Zurich Insurance Group Ltd
N/A—42,400-42,400-100%$2.4M———
Ameriprise Financial Inc
N/A—41,956-41,956-100%$2.4M———
Focus Partners Wealth
N/A—41,783-41,783-100%$2.4M———
Caprock Group, LLC
N/A—39,319-39,319-100%$2.2M———
Blair William & Co
N/A—37,418-37,418-100%$2.1M———
Sanctuary Advisors, LLC
N/A—37,387-37,387-100%$2.1M———
Haverford Trust Co
N/A—37,303-37,303-100%$2.1M———
Resolute Capital, LLC
N/A—35,134-35,134-100%$2.0M———
Silvercrest Asset Management Group LLC
N/A—34,812-34,812-100%$2.0M———
Barnett & Company, Inc.
N/A—33,017-33,017-100%$1.9M———
Pathstone Holdings, LLC
N/A—32,940-32,940-100%$1.9M———
Brown Brothers Harriman & Co
N/A—32,692-32,692-100%$1.8M———
Bramshill Investments, LLC
N/A—32,578-32,578-100%$1.8M———
Castleark Management LLC
N/A—32,092-32,092-100%$1.8M———
IFG Advisory, LLC
N/A—31,041-31,041-100%$1.7M———
Northern Trust Corp
N/A—30,761-30,761-100%$1.7M———
Snowden Capital Advisors LLC
N/A—30,652-30,652-100%$1.7M———
Pingora Partners LLC
N/A—30,223-30,223-100%$1.7M———
Independent Advisor Alliance
N/A—28,705-28,705-100%$1.6M———
Virtu Financial LLC
N/A—28,135-28,135-100%$1.6M———
Greenline Partners, LLC
N/A—27,729-27,729-100%$1.6M———
One Charles Private Wealth Services, LLC
N/A—27,209-27,209-100%$1.5M———
Northwestern Mutual Wealth Management Co
N/A—27,125-27,125-100%$1.5M———
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A—27,000-27,000-100%$1.5M———
Johnson Investment Counsel Inc
N/A—26,278-26,278-100%$1.5M———
Chelsea Counsel Co
N/A—25,000-25,000-100%$1.4M———
American Financial Group Inc
N/A—25,000-25,000-100%$1.4M———
AssuredPartners Investment Advisors, LLC
N/A—23,995-23,995-100%$1.4M———
SEI Investments Co
N/A—23,094-23,094-100%$1.3M———
Private Advisor Group, LLC
N/A—23,030-23,030-100%$1.3M———
Cannell & Spears LLC
N/A—22,800-22,800-100%$1.3M———
Tidal Investments LLC
N/A—21,882-21,882-100%$1.2M———
Guggenheim Capital LLC
N/A—21,596-21,596-100%$1.2M———
Mutual Advisors, LLC
N/A—21,305-21,305-100%$1.2M———
Smith, Moore & Co.
N/A—21,185-21,185-100%$1.2M———
Fayez Sarofim & Co
N/A—20,814-20,814-100%$1.2M———
Cvfg LLC
N/A—20,600-20,600-100%$1.2M———
Pasadena Private Wealth, LLC
N/A—20,414-20,414-100%$1.1M———
Fidelis Capital Partners, LLC
N/A—20,194-20,194-100%$1.1M———
Two Sigma Securities, LLC
N/A—19,927-19,927-100%$1.1M———
Integrated Wealth Concepts LLC
N/A—19,538-19,538-100%$1.1M———
Kovack Advisors, Inc.
N/A—18,695-18,695-100%$1.1M———
Vela Investment Management, LLC
N/A—18,164-18,164-100%$1.0M———
M&T Bank Corp
N/A—17,915-17,915-100%$1.0M———
NewEdge Wealth, LLC
N/A—17,790-17,790-100%$1.0M———
Cascade Financial Partners, LLC
N/A—17,616-17,616-100%$992.3K———
Navellier & Associates Inc
N/A—17,010-17,010-100%$958.2K———
Jones Financial Companies Lllp
N/A—16,617-16,617-100%$939.2K———
Ausdal Financial Partners, Inc.
N/A—15,711-15,711-100%$885.0K———
Rehmann Capital Advisory Group
N/A—15,173-15,173-100%$854.7K———
SageGuard Financial Group, LLC
N/A—15,127-15,127-100%$852.1K———
Cary Street Partners Financial LLC
N/A—15,019-15,019-100%$846.0K———
GSA Capital Partners LLP
N/A—14,763-14,763-100%$832.0K———
World Investment Advisors
N/A—14,520-14,520-100%$828.4K———
Cornerstone Select Advisors, LLC
N/A—14,457-14,457-100%$814.4K———
Highlander Partners, L.P.
N/A—14,291-14,291-100%$805.0K———
Beacon Pointe Advisors, LLC
N/A—14,226-14,226-100%$801.4K———
Bessemer Group Inc
N/A—14,010-14,010-100%$778.0K———
Modus Advisors, LLC
N/A—13,875-13,875-100%$781.6K———
HighPoint Advisor Group LLC
N/A—13,382-13,382-100%$753.8K———
Commerce Bank
N/A—13,333-13,333-100%$751.0K———
Bradley Foster & Sargent Inc
N/A—12,725-12,725-100%$716.8K———
Arete Wealth Advisors, LLC
N/A—12,439-12,439-100%$700.7K———
Stratos Wealth Advisors, LLC
N/A—12,348-12,348-100%$695.6K———
IHT Wealth Management, LLC
N/A—11,790-11,790-100%$664.2K———
Monetary Management Group Inc
N/A—11,600-11,600-100%$653.4K———
Northstar Advisory Group, LLC
N/A—11,500-11,500-100%$647.8K———
Equitable Holdings, Inc.
N/A—11,176-11,176-100%$629.5K———
Mitchell Mcleod Pugh & Williams Inc
N/A—11,106-11,106-100%$625.6K———
Capital Advisors Inc
N/A—10,884-10,884-100%$613.1K———
Marshall Investment Management, LLC
N/A—10,736-10,736-100%$604.8K———
Bouchey Financial Group, Ltd.
N/A—10,568-10,568-100%$595.3K———
MML Investors Services, LLC
N/A—10,206-10,206-100%$574.9K———
Rothschild Investment LLC
N/A—10,150-10,150-100%$571.8K———
Strategic Financial Concepts, LLC
N/A—9,985-9,985-100%$562.5K———
Essex Financial Services, Inc.
N/A—9,807-9,807-100%$552.4K———
Bitterroot Capital Advisors LLC
N/A—9,703-9,703-100%$546.6K———
Holderness Investments Co
N/A—9,582-9,582-100%$539.8K———
Pinnacle Financial Partners, Inc.
N/A—9,547-9,547-100%$537.8K———
Schulhoff & Co Inc
N/A—9,500-9,500-100%$535.1K———
Harbour Investments, Inc.
N/A—9,326-9,326-100%$525.3K———
Peapack Gladstone Financial Corp
N/A—9,238-9,238-100%$520.0K———
XTX Topco Ltd
N/A—8,923-8,923-100%$502.6K———
Summit Trail Advisors, LLC
N/A—8,835-8,835-100%$497.7K———
Argent Advisors, Inc.
N/A—8,807-8,807-100%$496.1K———
Bogart Wealth, LLC
N/A—8,748-8,748-100%$492.8K———
Amplify Investments, LLC
N/A—8,620-8,620-100%$485.6K———
Silver OAK Securities, Incorporated
N/A—8,583-8,583-100%$483.5K———
Foresight Global Investors, Inc.
N/A—8,464-8,464-100%$476.8K———
Vestmark Advisory Solutions, Inc.
N/A—7,817-7,817-100%$440.3K———
Allied Private Wealth LLC
N/A—7,807-7,807-100%$448.5K———
Pine Valley Investments Ltd Liability Co
N/A—7,723-7,723-100%$435.0K———
National Bank of Canada
N/A—7,500-7,500-100%$422.5K———
Rollins Financial Advisors, LLC
N/A—7,379-7,379-100%$415.6K———
O'shaughnessy Asset Management, LLC
N/A—7,347-7,347-100%$413.9K———
Principal Securities, Inc.
N/A—7,046-7,046-100%$396.9K———
Hancock Whitney Corp
N/A—7,038-7,038-100%$396.5K———
Cedar Wealth Management, LLC
N/A—7,024-7,024-100%$395.7K———
Whittier Trust Co of Nevada Inc
N/A—7,000-7,000-100%$402.6K———
Icon Wealth Advisors, LLC
N/A—6,871-6,871-100%$387.0K———
Severin Investments, LLC
N/A—6,809-6,809-100%$383.5K———
Aspen Grove Capital, LLC
N/A—6,547-6,547-100%$368.8K———
First National Bank of Omaha
N/A—6,489-6,489-100%$364.8K———
Calydon Capital
N/A—6,448-6,448-100%$363.2K———
Lavaca Capital LLC
N/A—6,400-6,400-100%$360.5K———
Squarepoint Ops LLC
N/A—6,300-6,300-100%$354.9K———
Vestcor Inc
N/A—6,285-6,285-100%$354.0K———
White Pine Capital LLC
N/A—6,263-6,263-100%$352.8K———
Freestone Capital Holdings, LLC
N/A—5,909-5,909-100%$332.9K———
Mosaic Family Wealth Partners, LLC
N/A—5,786-5,786-100%$325.9K———
Savvy Advisors, Inc.
N/A—5,737-5,737-100%$323.2K———
Gladstone Institutional Advisory LLC
N/A—5,578-5,578-100%$314.2K———
HFG Advisors, Inc.
N/A—5,550-5,550-100%$312.6K———
Wick Capital Partners, LLC
N/A—5,509-5,509-100%$310.3K———
Ameritas Advisory Services, LLC
N/A—5,473-5,473-100%$308.3K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—5,450-5,450-100%$307.0K———
Rockbridge Asset Management LLC
N/A—5,381-5,381-100%$303.1K———
BSW Wealth Partners
N/A—5,376-5,376-100%$302.8K———
Aptus Capital Advisors, LLC
N/A—5,352-5,352-100%$301.5K———
Tyche Wealth Partners LLC
N/A—5,147-5,147-100%$289.9K———
Intrepid Capital Management Inc
N/A—5,000-5,000-100%$281.7K———
Sittner & Nelson, LLC
N/A—5,000-5,000-100%$281.7K———
Naviter Wealth, LLC
N/A—4,950-4,950-100%$278.8K———
OneDigital Investment Advisors LLC
N/A—4,927-4,927-100%$277.5K———
Hilltop Holdings Inc.
N/A—4,927-4,927-100%$277.5K———
Huntington National Bank
N/A—4,880-4,880-100%$274.9K———
Benjamin Edwards Inc
N/A—4,848-4,848-100%$273.1K———
Bluespring Wealth Management, LLC
N/A—4,845-4,845-100%$272.9K———
Strategic Wealth Partners, Ltd.
N/A—4,728-4,728-100%$266.3K———
Argent Trust Co
N/A—4,669-4,669-100%$263.0K———
Legacy Wealth Advisors, LLC
N/A—4,627-4,627-100%$260.6K———
Zhang Financial LLC
N/A—4,543-4,543-100%$255.9K———
Wealth Advisors of Tampa Bay, LLC
N/A—4,500-4,500-100%$253.5K———
Phil A. Younker & Associates, Ltd.
N/A—4,500-4,500-100%$253.5K———
Great Valley Advisor Group, Inc.
N/A—4,445-4,445-100%$250.6K———
BFC Planning, Inc.
N/A—4,432-4,432-100%$249.7K———
Jaffetilchin Investment Partners, LLC
N/A—4,393-4,393-100%$247.5K———
Foundations Investment Advisors, LLC
N/A—4,384-4,384-100%$247.0K———
Thoroughbred Financial Services, LLC
N/A—4,384-4,384-100%$246.0K———
IEQ Capital, LLC
N/A—4,333-4,333-100%$244.1K———
Hanover Advisors Inc
N/A—4,124-4,124-100%$232.3K———
Second Line Capital, LLC
N/A—4,055-4,055-100%$228.4K———
Founders Financial Alliance, LLC
N/A—3,869-3,869-100%$217.9K———
Douglass Winthrop Advisors, LLC
N/A—3,800-3,800-100%$214.1K———
Panoramic Investment Advisors, LLC
N/A—3,782-3,782-100%$213.0K———
Stonebridge Financial Group, LLC / MO
N/A—3,704-3,704-100%$208.7K———
Waterloo Capital, L.P.
N/A—3,672-3,672-100%$206.8K———
Requisite Capital Management, LLC
N/A—3,642-3,642-100%$205.2K———
Rowlandmiller & Partners.adv
N/A—3,639-3,639-100%$205.0K———
Vanguard Personalized Indexing Management, LLC
N/A—3,596-3,596-100%$202.6K———
Ranch Capital Advisors Inc.
N/A—3,594-3,594-100%$202.4K———
Colonial Trust Co / SC
N/A—3,592-3,592-100%$202.3K———
Virtus Investment Advisers, LLC
N/A—3,431-3,431-100%$193.3K———
Atlantic Union Bankshares Corp
N/A—3,224-3,224-100%$181.6K———
SOA Wealth Advisors, Llc.
N/A—3,191-3,191-100%$179.7K———
Tiaa Trust, National Association
N/A—3,104-3,104-100%$174.8K———
Global Retirement Partners, LLC
N/A—2,908-2,908-100%$163.8K———
Ancora Advisors LLCA
N/A—2,850-2,850-100%$160.5K———
Smithfield Trust Co
N/A—2,725-2,725-100%$154.0K———
Keating Financial Advisory Services, Inc.
N/A—2,581-2,581-100%$145.4K———
Parvin Asset Management, LLC
N/A—2,515-2,515-100%$141.7K———
Ritter Daniher Financial Advisory LLC / de
N/A—2,173-2,173-100%$122.4K———
Proffitt & Goodson Inc
N/A—2,148-2,148-100%$121.0K———
Heritage Wealth Advisors
N/A—1,819-1,819-100%$102.4K———
Cary Street Partners Investment Advisory LLC
N/A—1,800-1,800-100%$101.4K———
HM Payson & Co
N/A—1,563-1,563-100%$88.0K———
Federation des caisses Desjardins du Quebec
N/A—1,550-1,550-100%$87.3K———
Avalon Trust Co
N/A—1,387-1,387-100%$78.1K———
Continuum Advisory, LLC
N/A—1,379-1,379-100%$77.7K———
Prosperity Bancshares Inc
N/A—1,312-1,312-100%$73.9K———
Aventura Private Wealth, LLC
N/A—1,243-1,243-100%$70.0K———
Geneos Wealth Management Inc.
N/A—1,135-1,135-100%$63.9K———
Tiaa Wealth Investment Management LLC
N/A—1,081-1,081-100%$60.9K———
1 North Wealth Services LLC
N/A—1,081-1,081-100%$60.9K———
Atlantic Private Wealth, LLC
N/A—1,000-1,000-100%$56.3K———
Vision Retirement, LLC
N/A—998-998-100%$56.2K———
Tower Research Capital LLC (TRC)
N/A—861-861-100%$48.5K———
Quent Capital, LLC
N/A—846-846-100%$47.7K———
Wiser Advisor Group LLC
N/A—801-801-100%$45.1K———
VSM Wealth Advisory, LLC
N/A—712-712-100%$40.1K———
Tanglewood Legacy Advisors, LLC
N/A—696-696-100%$39.2K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—632-632-100%$35.6K———
Elequin Capital, LP
N/A—534-534-100%$30.1K———
PlanVest Financial, Inc
N/A—524-524-100%$29.5K———
Private Wealth Asset Management, LLC
N/A—500-500-100%$28.2K———
Ramirez Asset Management, Inc.
N/A—450-450-100%$25.3K———
Osbon Capital Management LLC
N/A—432-432-100%$24.3K———
Napier Financial, LLC
N/A—400-400-100%$22.5K———
C M Bidwell & Associates LTD
N/A—326-326-100%$18.4K———
Anchor Bay Capital, Inc.
N/A—275-275-100%$16.5K———
HHM Wealth Advisors, LLC
N/A—200-200-100%$11.3K———
Bravera Wealth
N/A—200-200-100%$11.3K———
USA Financial Formulas
N/A—195-195-100%$11.0K———
Nova Wealth Management, Inc.
N/A—113-113-100%$6.4K———
JPL Wealth Management, LLC
N/A—100-100-100%$5.6K———
Measured Wealth Private Client Group, LLC
N/A—100-100-100%$5.6K———
UBS Asset Management Americas LLC
N/A—69-69-100%$3.9K———
Penserra Capital Management LLC
N/A—63-63-100%$3———
Berthel, Fisher & Company Financial Services, Inc.
N/A—57-57-100%$3.2K———
Rialto Wealth Management, LLC
N/A—55-55-100%$3.1K———
Investment Counsel Co of Nevada
N/A—50-50-100%$2.8K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—14-14-100%$789———
Showing 669 of 669 institutions