Main Street Capital Corp (MAIN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Adell Harriman & Carpenter Inc

INCREASED

Shares514,483 from 498,998

Change+15,485 (+3%)

Value$28.3M (+$2.4M)

Filed 2026-11-02

Muzinich & Co., Inc.

INCREASED

Shares509,217 from 495,923

Change+13,294 (+3%)

Value$28.0M (+$2.3M)

Filed 2026-10-22

Sumitomo Mitsui Trust Group, Inc.

DECREASED

Shares366,608 from 375,509

Change-8,901 (-2%)

Value$20.2M (+$700.4K)

Filed 2026-10-29

Childress Capital Advisors, LLC

DECREASED

Shares216,587 from 257,733

Change-41,146 (-16%)

Value$11.9M (-$1.4M)

Filed 2026-10-28

Sanders Morris Harris LLC

DECREASED

Shares198,923 from 199,559

Change-636 (0%)

Value$11.0M (+$606.2K)

Filed 2026-10-14

Bridgelight Financial Advisors, Inc.

INCREASED

Shares168,154 from 166,563

Change+1,591 (+1%)

Value$9.3M (+$615.6K)

Filed 2026-10-20

Tectonic Advisors LLC

INCREASED

Shares159,437 from 145,445

Change+13,992 (+10%)

Value$8.8M (+$1.2M)

Filed 2026-10-22

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares152,501 from 153,949

Change-1,448 (-1%)

Value$8.4K (-$8.0M)

Filed 2026-11-02

Tctc Holdings, LLC

UNCHANGED

Shares132,691 from 132,691

Change0 (0%)

Value$7.3M (+$420.6K)

Filed 2026-11-02

Joel Isaacson & Co., LLC

INCREASED

Shares129,469 from 129,206

Change+263 (+0%)

Value$7.1M (+$424.1K)

Filed 2026-11-05

Hourglass Capital, LLC

INCREASED

Shares122,050 from 121,650

Change+400 (+0%)

Value$6.7M (+$407.7K)

Filed 2026-10-26

Hamilton Point Investment Advisors, LLC

INCREASED

Shares114,834 from 113,705

Change+1,129 (+1%)

Value$6.3M (+$422.6K)

Filed 2026-11-03

Segment Wealth Management, LLC

INCREASED

Shares114,753 from 114,748

Change+5 (0%)

Value$6.3M (+$364.0K)

Filed 2026-10-26

Meridian Wealth Management, LLC

INCREASED

Shares112,163 from 108,809

Change+3,354 (+3%)

Value$6.2M (+$529.6K)

Filed 2026-11-05

J.W. Cole Advisors, Inc.

DECREASED

Shares98,462 from 100,593

Change-2,131 (-2%)

Value$5.4M (+$201.5K)

Filed 2026-11-05

Confluence Investment Management LLC

INCREASED

Shares96,050 from 93,486

Change+2,564 (+3%)

Value$5.3M (+$437.5K)

Filed 2026-10-01

Albion Financial Group

UNCHANGED

Shares88,112 from 88,112

Change0 (0%)

Value$4.9M (+$279.3K)

Filed 2026-10-21

Creative Planning

DECREASED

Shares70,372 from 73,515

Change-3,143 (-4%)

Value$3.9M (+$60.0K)

Filed 2026-11-02

Pembroke Management, LTD

INCREASED

Shares68,822 from 66,279

Change+2,543 (+4%)

Value$3.8M (+$350.1K)

Filed 2026-10-21

Kestra Advisory Services, LLC

DECREASED

Shares62,191 from 62,234

Change-43 (0%)

Value$3.4M (+$194.9K)

Filed 2026-11-02

Larson Financial Group LLC

INCREASED

Shares62,007 from 61,004

Change+1,003 (+2%)

Value$3.4M (+$248.6K)

Filed 2026-11-05

Commonwealth Equity Services, LLC

INCREASED

Shares60,249 from 59,759

Change+490 (+1%)

Value$3.3M (+$216.4K)

Filed 2026-11-02

Midwest Professional Planners, Ltd.

INCREASED

Shares58,546 from 57,168

Change+1,378 (+2%)

Value$3.2M (+$257.1K)

Filed 2026-10-29

Concurrent Investment Advisors, LLC

INCREASED

Shares54,121 from 49,281

Change+4,840 (+10%)

Value$3.0M (+$422.7K)

Filed 2026-10-16

Sound Income Strategies, LLC

DECREASED

Shares53,052 from 59,752

Change-6,700 (-11%)

Value$2.9M (-$210.2K)

Filed 2026-10-09

Clear Trail Advisors, LLC

INCREASED

Shares51,660 from 38,380

Change+13,280 (+35%)

Value$2.8M (+$852.8K)

Filed 2026-10-20

Taylor Frigon Capital Management LLC

INCREASED

Shares50,955 from 50,728

Change+227 (+0%)

Value$2.8M (+$173.3K)

Filed 2026-10-23

Focus Financial Network, Inc.

INCREASED

Shares49,805 from 46,751

Change+3,054 (+7%)

Value$2.7M (+$316.3K)

Filed 2026-10-14

Capital Investment Advisors, LLC

DECREASED

Shares44,042 from 44,768

Change-726 (-2%)

Value$2.4M (+$101.9K)

Filed 2026-10-22

Bank of New York Mellon Corp

DECREASED

Shares43,535 from 45,918

Change-2,383 (-5%)

Value$2.4M (+$14.4K)

Filed 2026-11-05

King Luther Capital Management Corp

UNCHANGED

Shares42,410 from 42,410

Change0 (0%)

Value$2.3M (+$134.4K)

Filed 2026-11-05

Lido Advisors, LLC

INCREASED

Shares38,245 from 36,707

Change+1,538 (+4%)

Value$2.1M (+$201.0K)

Filed 2026-11-04

Legacy Capital Wealth Partners, LLC

INCREASED

Shares34,049 from 33,016

Change+1,033 (+3%)

Value$1.9M (+$161.5K)

Filed 2026-10-21

B. Riley Wealth Advisors, Inc.

INCREASED

Shares29,544 from 26,913

Change+2,631 (+10%)

Value$1.6M (+$238.8K)

Filed 2026-10-13

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares25,917 from 27,657

Change-1,740 (-6%)

Value$1.4M (-$49.7K)

Filed 2026-10-13

Sigma Planning Corp

DECREASED

Shares25,553 from 27,001

Change-1,448 (-5%)

Value$1.4M (+$5.9K)

Filed 2026-10-23

Bokf, NA

UNCHANGED

Shares25,000 from 25,000

Change0 (0%)

Value$1.4M (+$79.3K)

Filed 2026-10-27

MacKenzie Financial Corp

INCREASED

Shares24,136 from 24,127

Change+9 (+0%)

Value$1.3M (+$77.0K)

Filed 2026-11-02

Castleview Partners, LLC

UNCHANGED

Shares23,680 from 23,680

Change0 (0%)

Value$1.3M (+$75.1K)

Filed 2026-10-09

Vestor Capital, LLC

DECREASED

Shares22,583 from 55,208

Change-32,625 (-59%)

Value$3.2K (-$20.7K)

Filed 2026-11-04

SMH Capital Advisors Inc

INCREASED

Shares22,095 from 21,907

Change+188 (+1%)

Value$1.2M (+$79.8K)

Filed 2026-10-29

Generali Investments CEE, investicni spolecnost, a.s.

UNCHANGED

Shares20,785 from 20,785

Change0 (0%)

Value$1.1M ($0)

Filed 2026-10-15

Independent Financial Group, LLC

INCREASED

Shares20,051 from 13,294

Change+6,757 (+51%)

Value$1.1M (+$414.1K)

Filed 2026-10-13

HUB Investment Partners, LLC

INCREASED

Shares19,924 from 19,580

Change+344 (+2%)

Value$1.1M (+$81.0K)

Filed 2026-11-03

Apollon Wealth Management, LLC

NEW

Shares19,726

Change+19,726

Value$1.1M

Filed 2026-10-23

Strategy Asset Managers LLC

DECREASED

Shares19,702 from 21,524

Change-1,822 (-8%)

Value$1.1M (-$32.1K)

Filed 2026-10-14

WealthPLAN Partners, LLC

DECREASED

Shares19,690 from 20,327

Change-637 (-3%)

Value$1.1M (+$29.4K)

Filed 2026-10-15

Wedmont Private Capital

INCREASED

Shares18,730 from 16,928

Change+1,802 (+11%)

Value$1.0M (+$125.7K)

Filed 2026-10-09

Blue Trust, Inc.

DECREASED

Shares18,707 from 19,610

Change-903 (-5%)

Value$1.0M (+$12.4K)

Filed 2026-10-15

SS&H Financial Advisors, Inc.

DECREASED

Shares18,691 from 18,950

Change-259 (-1%)

Value$1.0K (-$982.0K)

Filed 2026-10-28

Simon Quick Advisors, LLC

DECREASED

Shares18,342 from 20,502

Change-2,160 (-11%)

Value$1.0M (-$53.9K)

Filed 2026-10-26

Truist Financial Corp

INCREASED

Shares17,684 from 17,379

Change+305 (+2%)

Value$973.5K (+$71.9K)

Filed 2026-10-30

Uncommon Cents Investing Inc

INCREASED

Shares17,624 from 17,322

Change+302 (+2%)

Value$970.2K (+$71.5K)

Filed 2026-10-20

Signature Equity Partners, LLC

INCREASED

Shares17,596 from 15,945

Change+1,651 (+10%)

Value$968.7K (+$141.4K)

Filed 2026-10-29

HB Wealth Management, LLC

INCREASED

Shares16,914 from 14,521

Change+2,393 (+16%)

Value$931.1K (+$177.8K)

Filed 2026-10-23

Chilton Capital Management LLC

INCREASED

Shares16,858 from 16,857

Change+1 (+0%)

Value$928.0K (+$53.4K)

Filed 2026-10-28

Advisory Advocates, LLC

DECREASED

Shares16,516 from 17,062

Change-546 (-3%)

Value$909.2K (+$24.1K)

Filed 2026-11-05

Prospera Financial Services Inc

DECREASED

Shares16,287 from 49,197

Change-32,910 (-67%)

Value$900.9K (-$1.7M)

Filed 2026-11-04

Cordoba Advisory Partners LLC

DECREASED

Shares16,039 from 17,045

Change-1,006 (-6%)

Value$883.6K (-$294)

Filed 2026-10-19

Americana Partners, LLC

DECREASED

Shares15,845 from 16,245

Change-400 (-2%)

Value$872.3K (+$29.5K)

Filed 2026-10-28

Ascentis Independent Advisors

NEW

Shares15,383

Change+15,383

Value$846.8K

Filed 2026-11-03

ProShare Advisors LLC

DECREASED

Shares14,634 from 15,373

Change-739 (-5%)

Value$805.6K (+$8.1K)

Filed 2026-10-29

Mindset Wealth Management, LLC

UNCHANGED

Shares14,125 from 14,125

Change0 (0%)

Value$777.6K (+$44.8K)

Filed 2026-10-19

Eagle Global Advisors LLC

INCREASED

Shares13,685 from 12,300

Change+1,385 (+11%)

Value$753.4K (+$115.2K)

Filed 2026-11-02

Triumph Capital Management

INCREASED

Shares12,685 from 11,741

Change+944 (+8%)

Value$698.3K (+$89.1K)

Filed 2026-10-14

Westbourne Investment Advisors, Inc.

INCREASED

Shares12,600 from 12,400

Change+200 (+2%)

Value$693.6K (+$50.3K)

Filed 2026-10-20

Inscription Capital, LLC

INCREASED

Shares12,346 from 11,842

Change+504 (+4%)

Value$679.7K (+$65.3K)

Filed 2026-11-02

Simplex Trading, LLC

NEW

Shares12,333

Change+12,333

Value$678.9K

Filed 2026-11-04

Catalyst Capital Advisors LLC

UNCHANGED

Shares12,128 from 12,128

Change0 (0%)

Value$667.6K (+$38.4K)

Filed 2026-11-02

RMR Wealth Builders

INCREASED

Shares12,050 from 11,948

Change+102 (+1%)

Value$663.3K (+$43.5K)

Filed 2026-10-22

D.B. Root & Company, LLC

DECREASED

Shares11,317 from 11,608

Change-291 (-3%)

Value$623.0K (+$20.8K)

Filed 2026-11-04

Nfsg Corp

INCREASED

Shares10,811 from 10,804

Change+7 (+0%)

Value$595.1K (+$34.6K)

Filed 2026-10-15

StoneX Group Inc.

NEW

Shares9,712

Change+9,712

Value$548.6K

Filed 2026-11-03

Archer Investment Corp

INCREASED

Shares9,354 from 9,351

Change+3 (+0%)

Value$514.9K (+$29.8K)

Filed 2026-11-05

Whipplewood Advisors, LLC

INCREASED

Shares9,130 from 8,054

Change+1,076 (+13%)

Value$502.6K (+$84.8K)

Filed 2026-10-20

Balboa Wealth Partners

DECREASED

Shares8,917 from 9,668

Change-751 (-8%)

Value$490.9K (-$10.7K)

Filed 2026-10-20

BostonPremier Wealth LLC

UNCHANGED

Shares8,250 from 8,250

Change0 (0%)

Value$454.2K (+$26.2K)

Filed 2026-10-16

Maia Wealth LLC

INCREASED

Shares8,248 from 8,154

Change+94 (+1%)

Value$454.0K (+$31.0K)

Filed 2026-10-19

Innova Wealth Partners

INCREASED

Shares8,229 from 8,082

Change+147 (+2%)

Value$453.0K (+$33.7K)

Filed 2026-10-21

Integrity Alliance, Llc.

INCREASED

Shares7,906 from 6,215

Change+1,691 (+27%)

Value$435.2K (+$112.8K)

Filed 2026-10-29

Nabity-Jensen Investment Management Inc

INCREASED

Shares7,878 from 5,025

Change+2,853 (+57%)

Value$433.7K (+$172.9K)

Filed 2026-10-23

Perigon Wealth Management, LLC

INCREASED

Shares7,827 from 7,826

Change+1 (+0%)

Value$430.9K (+$24.9K)

Filed 2026-10-22

Capital Investment Advisory Services, LLC

INCREASED

Shares7,528 from 7,413

Change+115 (+2%)

Value$414.4K (+$29.8K)

Filed 2026-10-30

Brighton Jones LLC

INCREASED

Shares7,047 from 6,977

Change+70 (+1%)

Value$388.0K (+$26.0K)

Filed 2026-11-03

Virtue Capital Management, LLC

UNCHANGED

Shares6,856 from 6,856

Change0 (0%)

Value$377.4K (+$21.7K)

Filed 2026-10-29

FSM Wealth Advisors, LLC

INCREASED

Shares6,769 from 6,638

Change+131 (+2%)

Value$368.7K (+$24.3K)

Filed 2026-10-27

Crestwood Advisors Group, LLC

INCREASED

Shares6,538 from 5,847

Change+691 (+12%)

Value$359.9K (+$56.6K)

Filed 2026-10-27

Castle Rock Wealth Management, LLC

DECREASED

Shares6,512 from 6,844

Change-332 (-5%)

Value$356.6K (+$604)

Filed 2026-10-09

United Capital Management of KS, Inc.

INCREASED

Shares6,199 from 6,132

Change+67 (+1%)

Value$341.3K (+$23.1K)

Filed 2026-11-04

Csenge Advisory Group

INCREASED

Shares6,190 from 6,188

Change+2 (+0%)

Value$340.7K (+$19.7K)

Filed 2026-11-04

MGO One Seven LLC

DECREASED

Shares6,161 from 6,908

Change-747 (-11%)

Value$339.2K (-$19.2K)

Filed 2026-10-28

Iams Wealth Management, LLC

UNCHANGED

Shares6,100 from 6,100

Change0 (0%)

Value$335.8K (+$19.3K)

Filed 2026-10-15

Glenview Trust Co

UNCHANGED

Shares6,100 from 6,100

Change0 (0%)

Value$335.8K (+$19.3K)

Filed 2026-10-28

Thrivent Financial for Lutherans

DECREASED

Shares6,027 from 6,048

Change-21 (0%)

Value$332 (-$313.7K)

Filed 2026-11-05

American National Bank & Trust

UNCHANGED

Shares6,000 from 6,000

Change0 (0%)

Value$330.3K (+$19.0K)

Filed 2026-10-07

Core Wealth Partners LLC

INCREASED

Shares5,949 from 5,408

Change+541 (+10%)

Value$327.5K (+$46.9K)

Filed 2026-11-02

Steel Grove Capital Advisors, LLC

UNCHANGED

Shares5,326 from 5,326

Change0 (0%)

Value$293.2K (+$16.9K)

Filed 2026-10-13

Partners Wealth Management, LLC

NEW

Shares5,299

Change+5,299

Value$291.7K

Filed 2026-10-28

United Advisor Group, LLC

INCREASED

Shares5,202 from 4,201

Change+1,001 (+24%)

Value$286.4K (+$68.4K)

Filed 2026-11-03

Manske Wealth Management

UNCHANGED

Shares5,200 from 5,200

Change0 (0%)

Value$286.3K (+$16.5K)

Filed 2026-10-26

SteelPeak Wealth, LLC

INCREASED

Shares5,197 from 4,890

Change+307 (+6%)

Value$286.1K (+$32.4K)

Filed 2026-10-16

RDA Financial Network

DECREASED

Shares5,158 from 5,793

Change-635 (-11%)

Value$284.0K (-$16.6K)

Filed 2026-10-15

Harbor Investment Advisory, LLC

DECREASED

Shares5,065 from 5,165

Change-100 (-2%)

Value$278.8K (+$10.9K)

Filed 2026-10-13

Cordgrass Capital Advisors, LLC

UNCHANGED

Shares5,000 from 5,000

Change0 (0%)

Value$275.3K (+$15.9K)

Filed 2026-10-30

US Bancorp \de\

INCREASED

Shares4,811 from 4,688

Change+123 (+3%)

Value$264.8K (+$21.6K)

Filed 2026-11-05

Cullen T Bankers, Inc.

UNCHANGED

Shares4,602 from 4,602

Change0 (0%)

Value$253.3K (+$14.6K)

Filed 2026-10-28

Summit Securities Group LLC

NEW

Shares4,515

Change+4,515

Value$248.6K

Filed 2026-11-05

Nations Financial Group Inc,

DECREASED

Shares4,245 from 5,128

Change-883 (-17%)

Value$233.7K (-$32.3K)

Filed 2026-11-05

Procyon Advisors, LLC

INCREASED

Shares4,237 from 4,233

Change+4 (+0%)

Value$233.2K (+$13.6K)

Filed 2026-10-21

Colonial River Investments, LLC

UNCHANGED

Shares4,211 from 4,211

Change0 (0%)

Value$231.8K (+$13.3K)

Filed 2026-10-19

Hilton Head Capital Partners, LLC

UNCHANGED

Shares4,178 from 4,178

Change0 (0%)

Value$230.0K (+$13.3K)

Filed 2026-10-23

Global Assets Advisory, LLC

DECREASED

Shares4,120 from 4,921

Change-801 (-16%)

Value$227.3K (-$29.2K)

Filed 2026-10-28

Keybank National Association

UNCHANGED

Shares4,100 from 4,100

Change0 (0%)

Value$225.7K (+$13.0K)

Filed 2026-11-04

Whitener Capital Management, Inc.

DECREASED

Shares4,092 from 4,629

Change-537 (-12%)

Value$225.3K (-$14.9K)

Filed 2026-10-15

Avior Wealth Management, LLC

DECREASED

Shares4,025 from 4,553

Change-528 (-12%)

Value$221.6K (-$14.6K)

Filed 2026-10-13

Matthew Goff Investment Advisor, LLC

UNCHANGED

Shares4,000 from 4,000

Change0 (0%)

Value$220.2K (+$12.7K)

Filed 2026-10-13

Turtle Creek Wealth Advisors, LLC

UNCHANGED

Shares4,000 from 4,000

Change0 (0%)

Value$220.2K (+$12.7K)

Filed 2026-10-15

Cornerstone Wealth Management, LLC

DECREASED

Shares3,961 from 4,133

Change-172 (-4%)

Value$218.0K (+$3.6K)

Filed 2026-11-04

Nisa Investment Advisors, LLC

UNCHANGED

Shares3,900 from 3,900

Change0 (0%)

Value$214.7K (+$12.4K)

Filed 2026-10-20

Wesbanco Bank Inc

NEW

Shares3,791

Change+3,791

Value$208.7K

Filed 2026-11-04

Plan Group Financial, LLC

DECREASED

Shares3,765 from 3,967

Change-202 (-5%)

Value$200.9K (-$4.9K)

Filed 2026-10-22

Vise Technologies, Inc.

DECREASED

Shares3,754 from 11,716

Change-7,962 (-68%)

Value$206.7K (-$401.1K)

Filed 2026-10-29

Old National Bancorp

NEW

Shares3,703

Change+3,703

Value$203.9K

Filed 2026-10-20

Prime Capital Investment Advisors, LLC

DECREASED

Shares3,643 from 5,233

Change-1,590 (-30%)

Value$200.5K (-$70.9K)

Filed 2026-10-20

Union Bancaire Privee, UBP SA

UNCHANGED

Shares2,942 from 2,942

Change0 (0%)

Value$25.5M (+$1.3M)

Filed 2026-11-04

Farther Finance Advisors, LLC

DECREASED

Shares2,622 from 3,818

Change-1,196 (-31%)

Value$144.4K (-$53.7K)

Filed 2026-10-08

Latitude Advisors, LLC

NEW

Shares2,471

Change+2,471

Value$136.0K

Filed 2026-10-27

Cassaday & Co Wealth Management LLC

UNCHANGED

Shares2,225 from 2,225

Change0 (0%)

Value$122.5K (+$7.1K)

Filed 2026-10-27

Citigroup Inc

INCREASED

Shares2,083 from 653

Change+1,430 (+219%)

Value$114.7K (+$80.8K)

Filed 2026-11-04

Parallel Advisors, LLC

DECREASED

Shares1,927 from 1,967

Change-40 (-2%)

Value$106.1K (+$4.0K)

Filed 2026-11-03

Signaturefd, LLC

INCREASED

Shares1,901 from 1,762

Change+139 (+8%)

Value$104.6K (+$13.2K)

Filed 2026-10-23

Private Trust Co NA

UNCHANGED

Shares1,869 from 1,869

Change0 (0%)

Value$102.9K (+$5.9K)

Filed 2026-10-20

Assetmark, Inc

INCREASED

Shares1,629 from 1,568

Change+61 (+4%)

Value$89.7K (+$8.3K)

Filed 2026-10-21

Bayban

UNCHANGED

Shares1,612 from 1,612

Change0 (0%)

Value$83.6K ($0)

Filed 2026-11-05

IFP Advisors, Inc

INCREASED

Shares1,472 from 1,459

Change+13 (+1%)

Value$81.0K (+$5.3K)

Filed 2026-10-16

Fifth Third Bancorp

UNCHANGED

Shares1,350 from 1,350

Change0 (0%)

Value$74.3K (+$4.3K)

Filed 2026-11-05

Lynch Investment Planning, LLC

NEW

Shares1,317

Change+1,317

Value$72.5K

Filed 2026-10-27

Armstrong Advisory Group, Inc

UNCHANGED

Shares1,203 from 1,203

Change0 (0%)

Value$66.2K (+$3.8K)

Filed 2026-10-09

Financial Management Professionals, Inc.

INCREASED

Shares1,196 from 1,190

Change+6 (+1%)

Value$65.8K (+$4.1K)

Filed 2026-10-23

CX Institutional

NEW

Shares1,186

Change+1,186

Value$65

Filed 2026-10-02

Root Financial Partners, LLC

NEW

Shares1,163

Change+1,163

Value$64.0K

Filed 2026-10-21

Washington Trust Advisors, Inc.

UNCHANGED

Shares1,129 from 1,129

Change0 (0%)

Value$62.2K (+$3.6K)

Filed 2026-10-22

Sunrise Financial Services, LLC

UNCHANGED

Shares1,125 from 1,125

Change0 (0%)

Value$61.9K (+$3.6K)

Filed 2026-10-21

Wilmington Savings Fund Society, FSB

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$55.1K (+$3.2K)

Filed 2026-10-23

Avion Wealth

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$55 (+$4)

Filed 2026-11-04

EverSource Wealth Advisors, LLC

UNCHANGED

Shares956 from 956

Change0 (0%)

Value$52.6K (+$3.0K)

Filed 2026-11-04

CoreCap Advisors, LLC

DECREASED

Shares816 from 1,583

Change-767 (-48%)

Value$44.9K (-$37.2K)

Filed 2026-10-08

Jacobi Capital Management LLC

NEW

Shares750

Change+750

Value$41.3K

Filed 2026-11-05

Capital Advisors, Ltd. LLC

UNCHANGED

Shares750 from 750

Change0 (0%)

Value$41 (+$2)

Filed 2026-10-27

Financial Network Wealth Advisors LLC

INCREASED

Shares738 from 728

Change+10 (+1%)

Value$40.6K (+$2.9K)

Filed 2026-10-28

Lanark Financial, Inc.

DECREASED

Shares713 from 799

Change-86 (-11%)

Value$39.3K (-$2.2K)

Filed 2026-10-26

Hazlett, Burt & Watson, Inc.

UNCHANGED

Shares700 from 700

Change0 (0%)

Value$39 (-$36.0K)

Filed 2026-11-04

Princeton Global Asset Management LLC

DECREASED

Shares600 from 1,289

Change-689 (-53%)

Value$33.0K (-$33.8K)

Filed 2026-10-21

Gilpin Wealth Management, LLC

UNCHANGED

Shares520 from 520

Change0 (0%)

Value$28.6K (+$1.6K)

Filed 2026-10-09

North Star Investment Management Corp.

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$27.5K (+$1.6K)

Filed 2026-10-27

Asset Planning,Inc

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$27.5K (+$1.6K)

Filed 2026-10-26

John Boyer, Inc.

NEW

Shares499

Change+499

Value$27.5K

Filed 2026-10-27

Roxbury Financial LLC

UNCHANGED

Shares402 from 402

Change0 (0%)

Value$22.1K (+$1.3K)

Filed 2026-10-01

Next Level Wealth Planning, LLC

NEW

Shares383

Change+383

Value$21.1K

Filed 2026-10-29

Kingdom Financial Group Llc.

INCREASED

Shares324 from 318

Change+6 (+2%)

Value$17.9K (+$1.4K)

Filed 2026-11-04

Manchester Capital Management LLC

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$16.5K (+$957)

Filed 2026-10-22

Meriwether Wealth & Planning, LLC

NEW

Shares250

Change+250

Value$13.8K

Filed 2026-10-13

Mather Group, Llc.

NEW

Shares250

Change+250

Value$13.8K

Filed 2026-10-14

Compass Financial Management LLC

UNCHANGED

Shares243 from 243

Change0 (0%)

Value$13.4K (+$770)

Filed 2026-10-30

Strategic Advocates LLC

NEW

Shares234

Change+234

Value$12.9K

Filed 2026-11-03

Caitong International Asset Management Co., Ltd

DECREASED

Shares212 from 260

Change-48 (-18%)

Value$11.7K (-$1.8K)

Filed 2026-10-29

Elyxium Wealth, LLC

NEW

Shares202

Change+202

Value$11.1K

Filed 2026-10-27

Key Capital Management, Inc

INCREASED

Shares187 from 181

Change+6 (+3%)

Value$10.3K (+$904)

Filed 2026-11-03

Wolff Wiese Magana LLC

UNCHANGED

Shares187 from 187

Change0 (0%)

Value$10.3K (+$593)

Filed 2026-10-15

Jnba Financial Advisors

UNCHANGED

Shares129 from 129

Change0 (0%)

Value$7.1K (+$409)

Filed 2026-11-03

Murphy & Mullick Capital Management Corp

UNCHANGED

Shares127 from 127

Change0 (0%)

Value$7.0K (+$402)

Filed 2026-11-02

West Branch Capital LLC

UNCHANGED

Shares125 from 125

Change0 (0%)

Value$6.9K (+$397)

Filed 2026-10-20

Acumen Wealth Advisors, LLC

UNCHANGED

Shares110 from 110

Change0 (0%)

Value$6.1K (+$349)

Filed 2026-11-05

JFS Wealth Advisors, LLC

UNCHANGED

Shares103 from 103

Change0 (0%)

Value$5.7K (+$327)

Filed 2026-11-03

Evolution Wealth Management Inc.

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$5.5K (+$317)

Filed 2026-10-28

Friedenthal Financial

NEW

Shares88

Change+88

Value$4.8K

Filed 2026-10-27

United Community Bank

NEW

Shares86

Change+86

Value$4.7K

Filed 2026-10-28

Financial Consulate, Inc

UNCHANGED

Shares86 from 86

Change0 (0%)

Value$4.7K (+$273)

Filed 2026-10-23

SJS Investment Consulting Inc.

INCREASED

Shares75 from 59

Change+16 (+27%)

Value$4.1K (+$1.1K)

Filed 2026-10-26

Buck Wealth Strategies, LLC

INCREASED

Shares71 from 70

Change+1 (+1%)

Value$3.9K (+$297)

Filed 2026-10-28

Covestor Ltd

DECREASED

Shares38 from 43

Change-5 (-12%)

Value$2 ($0)

Filed 2026-10-30

Davis Capital Management

UNCHANGED

Shares33 from 33

Change0 (0%)

Value$1.8K (+$105)

Filed 2026-10-08

Abound Wealth Management

UNCHANGED

Shares20 from 20

Change0 (0%)

Value$1.1K (+$63)

Filed 2026-10-26

Farmers & Merchants Investments Inc

UNCHANGED

Shares19 from 19

Change0 (0%)

Value$1.0K (+$60)

Filed 2026-10-22

Gamma Investing LLC

UNCHANGED

Shares19 from 19

Change0 (0%)

Value$1.0K (+$60)

Filed 2026-10-08

Versant Capital Management, Inc

NEW

Shares18

Change+18

Value$1.0K

Filed 2026-10-02

RHL Group, LLC

NEW

Shares9

Change+9

Value$495

Filed 2026-11-04

MassMutual Private Wealth & Trust, FSB

DECREASED

Shares6 from 547

Change-541 (-99%)

Value$330 (-$28.0K)

Filed 2026-10-05

Financial Security Advisor, Inc.

CLOSED

Shares0 from 14,050

Change-14,050 (-100%)

Value$0 (-$728.9K)

Filed 2026-11-03

Freedom Financial Partners LLC

CLOSED

Shares0 from 5,675

Change-5,675 (-100%)

Value$0 (-$294.4K)

Filed 2026-10-19

Milestone Asset Management, LLC

CLOSED

Shares0 from 5,379

Change-5,379 (-100%)

Value$0 (-$279.1K)

Filed 2026-10-15

VestGen Advisors, LLC

CLOSED

Shares0 from 4,649

Change-4,649 (-100%)

Value$0 (-$241.2K)

Filed 2026-10-27

Wellington Shields Capital Management, LLC

CLOSED

Shares0 from 4,267

Change-4,267 (-100%)

Value$0 (-$221.4K)

Filed 2026-11-03

State of Alaska, Department of Revenue

CLOSED

Shares0 from 4,127

Change-4,127 (-100%)

Value$0 (-$214.0K)

Filed 2026-10-15

Cap Partners, LLC

CLOSED

Shares0 from 3,954

Change-3,954 (-100%)

Value$0 (-$205.1K)

Filed 2026-10-19

Wellington Shields & Co., LLC

CLOSED

Shares0 from 2,600

Change-2,600 (-100%)

Value$0 (-$134.9K)

Filed 2026-11-03

AdvisorNet Financial, Inc

CLOSED

Shares0 from 1,985

Change-1,985 (-100%)

Value$0 (-$103.0K)

Filed 2026-10-15

Leonteq Securities AG

CLOSED

Shares0 from 1,500

Change-1,500 (-100%)

Value$0 (-$77.8K)

Filed 2026-10-29

LifeSteps Financial, Inc.

CLOSED

Shares0 from 1,303

Change-1,303 (-100%)

Value$0 (-$67.6K)

Filed 2026-10-15

Asset Dedication, LLC

CLOSED

Shares0 from 325

Change-325 (-100%)

Value$0 (-$16.9K)

Filed 2026-11-03

Spire Wealth Management

CLOSED

Shares0 from 310

Change-310 (-100%)

Value$0 (-$16.1K)

Filed 2026-10-30

Trust Co of Vermont

CLOSED

Shares0 from 300

Change-300 (-100%)

Value$0 (-$15.6K)

Filed 2026-10-21

Founders Capital Management

CLOSED

Shares0 from 150

Change-150 (-100%)

Value$0 (-$7.8K)

Filed 2026-10-13

International Assets Investment Management, LLC

CLOSED

Shares0 from 115

Change-115 (-100%)

Value$0 (-$6.0K)

Filed 2026-11-02

Creative Financial Designs Inc

CLOSED

Shares0 from 70

Change-70 (-100%)

Value$0 (-$3.6K)

Filed 2026-11-04

TD Waterhouse Canada Inc.

CLOSED

Shares0 from 27

Change-27 (-100%)

Value$0 (-$1.4K)

Filed 2026-10-16

Mountain Hill Investment Partners Corp.

CLOSED

Shares0 from 5

Change-5 (-100%)

Value$0 (-$279)

Filed 2026-10-23

MCF Advisors LLC

CLOSED

Shares0 from 4

Change-4 (-100%)

Value$0 (-$208)

Filed 2026-10-28

PayPay Securities Corp

UNCHANGED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2026-10-27

Price T Rowe Associates Inc

N/A

Shares— from 3,342,499

Change-3,342,499 (-100%)

Value—

Van Eck Associates Corp

N/A

Shares— from 1,885,274

Change-1,885,274 (-100%)

Value—

UBS Group AG

N/A

Shares— from 1,387,731

Change-1,387,731 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 835,057

Change-835,057 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 786,284

Change-786,284 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 654,166

Change-654,166 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 553,967

Change-553,967 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 403,623

Change-403,623 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 375,318

Change-375,318 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 347,600

Change-347,600 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 342,763

Change-342,763 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 332,291

Change-332,291 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 281,397

Change-281,397 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 238,617

Change-238,617 (-100%)

Value—

Trinity Legacy Partners, LLC

N/A

Shares— from 217,844

Change-217,844 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 174,795

Change-174,795 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 162,463

Change-162,463 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 162,228

Change-162,228 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 151,274

Change-151,274 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 145,655

Change-145,655 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 141,880

Change-141,880 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 134,503

Change-134,503 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 133,473

Change-133,473 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 133,125

Change-133,125 (-100%)

Value—

State Street Corp

N/A

Shares— from 130,435

Change-130,435 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 129,241

Change-129,241 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 117,462

Change-117,462 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 113,433

Change-113,433 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 111,577

Change-111,577 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 109,186

Change-109,186 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 105,352

Change-105,352 (-100%)

Value—

Naviter Wealth, LLC

N/A

Shares— from 100,862

Change-100,862 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 100,030

Change-100,030 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 97,026

Change-97,026 (-100%)

Value—

Denali Advisors LLC

N/A

Shares— from 95,591

Change-95,591 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 92,780

Change-92,780 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 90,056

Change-90,056 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 89,246

Change-89,246 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 86,543

Change-86,543 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 77,329

Change-77,329 (-100%)

Value—

Texas Yale Capital Corp.

N/A

Shares— from 76,363

Change-76,363 (-100%)

Value—

Ilex Capital Partners (UK) LLP

N/A

Shares— from 73,207

Change-73,207 (-100%)

Value—

Baker Avenue Asset Management, LP

N/A

Shares— from 66,500

Change-66,500 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 61,492

Change-61,492 (-100%)

Value—

Fund Advisors of America Inc

N/A

Shares— from 57,752

Change-57,752 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 56,143

Change-56,143 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 54,216

Change-54,216 (-100%)

Value—

FJ Capital Management LLC

N/A

Shares— from 53,085

Change-53,085 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 52,374

Change-52,374 (-100%)

Value—

M&T Bank Corp

N/A

Shares— from 51,750

Change-51,750 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 50,060

Change-50,060 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 49,369

Change-49,369 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 45,157

Change-45,157 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 44,558

Change-44,558 (-100%)

Value—

Barclays PLC

N/A

Shares— from 44,062

Change-44,062 (-100%)

Value—

First Financial Bankshares Inc

N/A

Shares— from 43,541

Change-43,541 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 40,444

Change-40,444 (-100%)

Value—

Blair William & Co

N/A

Shares— from 38,675

Change-38,675 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 38,187

Change-38,187 (-100%)

Value—

Sharpepoint LLC

N/A

Shares— from 38,103

Change-38,103 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 37,837

Change-37,837 (-100%)

Value—

LGT Fund Management Co Ltd.

N/A

Shares— from 36,931

Change-36,931 (-100%)

Value—

Clarity Financial LLC

N/A

Shares— from 36,632

Change-36,632 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 35,843

Change-35,843 (-100%)

Value—

Foundations Investment Advisors, LLC

N/A

Shares— from 35,251

Change-35,251 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 34,659

Change-34,659 (-100%)

Value—

Coldstream Capital Management Inc

N/A

Shares— from 33,226

Change-33,226 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 31,531

Change-31,531 (-100%)

Value—

Susquehanna Fundamental Investments, LLC

N/A

Shares— from 30,698

Change-30,698 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 30,064

Change-30,064 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 29,687

Change-29,687 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 28,924

Change-28,924 (-100%)

Value—

Entropy Technologies, LP

N/A

Shares— from 28,562

Change-28,562 (-100%)

Value—

Dearborn Partners LLC

N/A

Shares— from 27,018

Change-27,018 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 26,141

Change-26,141 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 26,118

Change-26,118 (-100%)

Value—

Widmann Financial Services, Inc.

N/A

Shares— from 23,862

Change-23,862 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 23,028

Change-23,028 (-100%)

Value—

Atom Investors LP

N/A

Shares— from 22,891

Change-22,891 (-100%)

Value—

Savvy Advisors, Inc.

N/A

Shares— from 22,718

Change-22,718 (-100%)

Value—

Arete Wealth Advisors, LLC

N/A

Shares— from 21,204

Change-21,204 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 21,183

Change-21,183 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 21,057

Change-21,057 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 20,764

Change-20,764 (-100%)

Value—

Natixis

N/A

Shares— from 20,090

Change-20,090 (-100%)

Value—

Delta Investment Management, LLC

N/A

Shares— from 19,566

Change-19,566 (-100%)

Value—

DnB Asset Management AS

N/A

Shares— from 19,520

Change-19,520 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 19,395

Change-19,395 (-100%)

Value—

Callahan Advisors, LLC

N/A

Shares— from 19,175

Change-19,175 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 18,798

Change-18,798 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 18,114

Change-18,114 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 17,809

Change-17,809 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 17,460

Change-17,460 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 16,445

Change-16,445 (-100%)

Value—

Greenland Capital Management LP

N/A

Shares— from 16,000

Change-16,000 (-100%)

Value—

Venturi Wealth Management, LLC

N/A

Shares— from 15,333

Change-15,333 (-100%)

Value—

Fortis Capital Advisors, LLC

N/A

Shares— from 15,030

Change-15,030 (-100%)

Value—

Belpointe Asset Management LLC

N/A

Shares— from 15,030

Change-15,030 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 14,788

Change-14,788 (-100%)

Value—

NewEdge Wealth, LLC

N/A

Shares— from 14,584

Change-14,584 (-100%)

Value—

WCG Wealth Advisors LLC

N/A

Shares— from 14,095

Change-14,095 (-100%)

Value—

&partners

N/A

Shares— from 14,065

Change-14,065 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 13,597

Change-13,597 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 13,361

Change-13,361 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 13,119

Change-13,119 (-100%)

Value—

Tradition Wealth Management, LLC

N/A

Shares— from 13,036

Change-13,036 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 12,810

Change-12,810 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 12,685

Change-12,685 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 12,613

Change-12,613 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 12,515

Change-12,515 (-100%)

Value—

AlTi Global, Inc.

N/A

Shares— from 12,457

Change-12,457 (-100%)

Value—

Fiduciary Group, LLC

N/A

Shares— from 12,013

Change-12,013 (-100%)

Value—

Krane Funds Advisors LLC

N/A

Shares— from 10,971

Change-10,971 (-100%)

Value—

Earned Wealth Advisors, LLC

N/A

Shares— from 10,516

Change-10,516 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 10,300

Change-10,300 (-100%)

Value—

Icon Wealth Advisors, LLC

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

LGT Group Foundation

N/A

Shares— from 9,958

Change-9,958 (-100%)

Value—

Bartlett & Co. Wealth Management LLC

N/A

Shares— from 9,700

Change-9,700 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 9,546

Change-9,546 (-100%)

Value—

Merit Financial Group, LLC

N/A

Shares— from 9,368

Change-9,368 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 9,090

Change-9,090 (-100%)

Value—

Vertex Planning Partners, LLC

N/A

Shares— from 8,583

Change-8,583 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 8,563

Change-8,563 (-100%)

Value—

Brown Advisory Inc

N/A

Shares— from 8,253

Change-8,253 (-100%)

Value—

Cahill Financial Advisors Inc

N/A

Shares— from 8,203

Change-8,203 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 8,083

Change-8,083 (-100%)

Value—

Savant Capital, LLC

N/A

Shares— from 7,887

Change-7,887 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 7,695

Change-7,695 (-100%)

Value—

Argent Trust Co

N/A

Shares— from 6,906

Change-6,906 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 6,691

Change-6,691 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 6,686

Change-6,686 (-100%)

Value—

Lbmc Investment Advisors, LLC

N/A

Shares— from 6,636

Change-6,636 (-100%)

Value—

VPR Management LLC

N/A

Shares— from 6,336

Change-6,336 (-100%)

Value—

Compass Capital Management, Inc

N/A

Shares— from 6,325

Change-6,325 (-100%)

Value—

BWM Planning, LLC

N/A

Shares— from 6,078

Change-6,078 (-100%)

Value—

DRW Securities, LLC

N/A

Shares— from 5,870

Change-5,870 (-100%)

Value—

United Capital Financial Advisors, LLC

N/A

Shares— from 5,800

Change-5,800 (-100%)

Value—

Moors & Cabot, Inc.

N/A

Shares— from 5,600

Change-5,600 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 5,590

Change-5,590 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 5,465

Change-5,465 (-100%)

Value—

Stratos Wealth Advisors, LLC

N/A

Shares— from 5,420

Change-5,420 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 5,268

Change-5,268 (-100%)

Value—

Corus Family Wealth Advisors

N/A

Shares— from 5,234

Change-5,234 (-100%)

Value—

GWN Securities Inc.

N/A

Shares— from 5,173

Change-5,173 (-100%)

Value—

Virtus Investment Advisers, LLC

N/A

Shares— from 5,161

Change-5,161 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 5,150

Change-5,150 (-100%)

Value—

Intrepid Capital Management Inc

N/A

Shares— from 5,000

Change-5,000 (-100%)

Value—

Wealthfront Advisers LLC

N/A

Shares— from 4,876

Change-4,876 (-100%)

Value—

Compton Financial Group, LLC

N/A

Shares— from 4,870

Change-4,870 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 4,772

Change-4,772 (-100%)

Value—

Capstone Investment Advisors, LLC

N/A

Shares— from 4,715

Change-4,715 (-100%)

Value—

Stephens Inc

N/A

Shares— from 4,637

Change-4,637 (-100%)

Value—

Destination Wealth Management

N/A

Shares— from 4,494

Change-4,494 (-100%)

Value—

Riverstone Advisors, LLC

N/A

Shares— from 4,408

Change-4,408 (-100%)

Value—

RiverFront Investment Group, LLC

N/A

Shares— from 4,366

Change-4,366 (-100%)

Value—

Sound View Wealth Advisors Group, LLC

N/A

Shares— from 4,197

Change-4,197 (-100%)

Value—

Argo Wealth Advisory, LLC

N/A

Shares— from 3,986

Change-3,986 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 3,945

Change-3,945 (-100%)

Value—

Bay Rivers Group

N/A

Shares— from 3,910

Change-3,910 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 3,639

Change-3,639 (-100%)

Value—

Heritage Wealth Advisors

N/A

Shares— from 3,600

Change-3,600 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 2,975

Change-2,975 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 2,928

Change-2,928 (-100%)

Value—

SOA Wealth Advisors, Llc.

N/A

Shares— from 2,923

Change-2,923 (-100%)

Value—

HHM Wealth Advisors, LLC

N/A

Shares— from 2,709

Change-2,709 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 2,475

Change-2,475 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 2,330

Change-2,330 (-100%)

Value—

Colonial Trust Co / SC

N/A

Shares— from 2,240

Change-2,240 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 2,218

Change-2,218 (-100%)

Value—

Vaughan Nelson Investment Management, L.P.

N/A

Shares— from 2,025

Change-2,025 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 1,995

Change-1,995 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 1,798

Change-1,798 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 1,765

Change-1,765 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 1,649

Change-1,649 (-100%)

Value—

Purpose Unlimited Inc.

N/A

Shares— from 1,429

Change-1,429 (-100%)

Value—

UMB Bank, n.a.

N/A

Shares— from 1,034

Change-1,034 (-100%)

Value—

Sankala Group LLC

N/A

Shares— from 1,018

Change-1,018 (-100%)

Value—

Colonial Trust Advisors

N/A

Shares— from 884

Change-884 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 871

Change-871 (-100%)

Value—

Luminist Capital LLC

N/A

Shares— from 868

Change-868 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 753

Change-753 (-100%)

Value—

Prestige Wealth Management Group LLC

N/A

Shares— from 650

Change-650 (-100%)

Value—

Winch Advisory Services, LLC

N/A

Shares— from 606

Change-606 (-100%)

Value—

Steigerwald, Gordon & Koch Inc.

N/A

Shares— from 600

Change-600 (-100%)

Value—

Smithfield Trust Co

N/A

Shares— from 500

Change-500 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 470

Change-470 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 454

Change-454 (-100%)

Value—

Morgan Dempsey Capital Management LLC

N/A

Shares— from 435

Change-435 (-100%)

Value—

Institute for Wealth Management, Llc.

N/A

Shares— from 425

Change-425 (-100%)

Value—

SouthState Bank Corp

N/A

Shares— from 405

Change-405 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 400

Change-400 (-100%)

Value—

Peterson Wealth Management

N/A

Shares— from 400

Change-400 (-100%)

Value—

Truvestments Capital LLC

N/A

Shares— from 364

Change-364 (-100%)

Value—

Caitlin John, LLC

N/A

Shares— from 330

Change-330 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 309

Change-309 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 301

Change-301 (-100%)

Value—

Webster Bank, N. A.

N/A

Shares— from 300

Change-300 (-100%)

Value—

IAG Wealth Partners, LLC

N/A

Shares— from 300

Change-300 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 221

Change-221 (-100%)

Value—

Crewe Advisors LLC

N/A

Shares— from 219

Change-219 (-100%)

Value—

Alerus Financial NA

N/A

Shares— from 206

Change-206 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 192

Change-192 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 185

Change-185 (-100%)

Value—

Caldwell Sutter Capital, Inc.

N/A

Shares— from 165

Change-165 (-100%)

Value—

Tidemark, LLC

N/A

Shares— from 150

Change-150 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 150

Change-150 (-100%)

Value—

Ankerstar Wealth, LLC

N/A

Shares— from 139

Change-139 (-100%)

Value—

Mcguire Capital Advisors Inc

N/A

Shares— from 139

Change-139 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 115

Change-115 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 102

Change-102 (-100%)

Value—

PIN OAK Investment Advisors Inc

N/A

Shares— from 100

Change-100 (-100%)

Value—

Erste Asset Management GmbH

N/A

Shares— from 60

Change-60 (-100%)

Value—

ST Germain D J Co Inc

N/A

Shares— from 59

Change-59 (-100%)

Value—

Basepoint Wealth LLC

N/A

Shares— from 50

Change-50 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 23

Change-23 (-100%)

Value—

FMR LLC

N/A

Shares— from 17

Change-17 (-100%)

Value—

Danske Bank A/S

N/A

Shares— from 4

Change-4 (-100%)

Value—

	Status
Adell Harriman & Carpenter Inc	INCREASED	514,483	498,998	+15,485	+3%	$25.9M	$28.3M	+$2.4M	2026-11-02
Muzinich & Co., Inc.	INCREASED	509,217	495,923	+13,294	+3%	$25.7M	$28.0M	+$2.3M	2026-10-22
Sumitomo Mitsui Trust Group, Inc.	DECREASED	366,608	375,509	-8,901	-2%	$19.5M	$20.2M	+$700.4K	2026-10-29
Childress Capital Advisors, LLC	DECREASED	216,587	257,733	-41,146	-16%	$13.4M	$11.9M	-$1.4M	2026-10-28
Sanders Morris Harris LLC	DECREASED	198,923	199,559	-636	0%	$10.4M	$11.0M	+$606.2K	2026-10-14
Bridgelight Financial Advisors, Inc.	INCREASED	168,154	166,563	+1,591	+1%	$8.6M	$9.3M	+$615.6K	2026-10-20
Tectonic Advisors LLC	INCREASED	159,437	145,445	+13,992	+10%	$7.5M	$8.8M	+$1.2M	2026-10-22
Cambridge Investment Research Advisors, Inc.	DECREASED	152,501	153,949	-1,448	-1%	$8.0M	$8.4K	-$8.0M	2026-11-02
Tctc Holdings, LLC	UNCHANGED	132,691	132,691	0	0%	$6.9M	$7.3M	+$420.6K	2026-11-02
Joel Isaacson & Co., LLC	INCREASED	129,469	129,206	+263	+0%	$6.7M	$7.1M	+$424.1K	2026-11-05
Hourglass Capital, LLC	INCREASED	122,050	121,650	+400	+0%	$6.3M	$6.7M	+$407.7K	2026-10-26
Hamilton Point Investment Advisors, LLC	INCREASED	114,834	113,705	+1,129	+1%	$5.9M	$6.3M	+$422.6K	2026-11-03
Segment Wealth Management, LLC	INCREASED	114,753	114,748	+5	0%	$6.0M	$6.3M	+$364.0K	2026-10-26
Meridian Wealth Management, LLC	INCREASED	112,163	108,809	+3,354	+3%	$5.6M	$6.2M	+$529.6K	2026-11-05
J.W. Cole Advisors, Inc.	DECREASED	98,462	100,593	-2,131	-2%	$5.2M	$5.4M	+$201.5K	2026-11-05
Confluence Investment Management LLC	INCREASED	96,050	93,486	+2,564	+3%	$4.9M	$5.3M	+$437.5K	2026-10-01
Albion Financial Group	UNCHANGED	88,112	88,112	0	0%	$4.6M	$4.9M	+$279.3K	2026-10-21
Creative Planning	DECREASED	70,372	73,515	-3,143	-4%	$3.8M	$3.9M	+$60.0K	2026-11-02
Pembroke Management, LTD	INCREASED	68,822	66,279	+2,543	+4%	$3.4M	$3.8M	+$350.1K	2026-10-21
Kestra Advisory Services, LLC	DECREASED	62,191	62,234	-43	0%	$3.2M	$3.4M	+$194.9K	2026-11-02
Larson Financial Group LLC	INCREASED	62,007	61,004	+1,003	+2%	$3.2M	$3.4M	+$248.6K	2026-11-05
Commonwealth Equity Services, LLC	INCREASED	60,249	59,759	+490	+1%	$3.1M	$3.3M	+$216.4K	2026-11-02
Midwest Professional Planners, Ltd.	INCREASED	58,546	57,168	+1,378	+2%	$3.0M	$3.2M	+$257.1K	2026-10-29
Concurrent Investment Advisors, LLC	INCREASED	54,121	49,281	+4,840	+10%	$2.6M	$3.0M	+$422.7K	2026-10-16
Sound Income Strategies, LLC	DECREASED	53,052	59,752	-6,700	-11%	$3.1M	$2.9M	-$210.2K	2026-10-09
Clear Trail Advisors, LLC	INCREASED	51,660	38,380	+13,280	+35%	$2.0M	$2.8M	+$852.8K	2026-10-20
Taylor Frigon Capital Management LLC	INCREASED	50,955	50,728	+227	+0%	$2.6M	$2.8M	+$173.3K	2026-10-23
Focus Financial Network, Inc.	INCREASED	49,805	46,751	+3,054	+7%	$2.4M	$2.7M	+$316.3K	2026-10-14
Capital Investment Advisors, LLC	DECREASED	44,042	44,768	-726	-2%	$2.3M	$2.4M	+$101.9K	2026-10-22
Bank of New York Mellon Corp	DECREASED	43,535	45,918	-2,383	-5%	$2.4M	$2.4M	+$14.4K	2026-11-05
King Luther Capital Management Corp	UNCHANGED	42,410	42,410	0	0%	$2.2M	$2.3M	+$134.4K	2026-11-05
Lido Advisors, LLC	INCREASED	38,245	36,707	+1,538	+4%	$1.9M	$2.1M	+$201.0K	2026-11-04
Legacy Capital Wealth Partners, LLC	INCREASED	34,049	33,016	+1,033	+3%	$1.7M	$1.9M	+$161.5K	2026-10-21
B. Riley Wealth Advisors, Inc.	INCREASED	29,544	26,913	+2,631	+10%	$1.4M	$1.6M	+$238.8K	2026-10-13
Wealth Enhancement Advisory Services, LLC	DECREASED	25,917	27,657	-1,740	-6%	$1.5M	$1.4M	-$49.7K	2026-10-13
Sigma Planning Corp	DECREASED	25,553	27,001	-1,448	-5%	$1.4M	$1.4M	+$5.9K	2026-10-23
Bokf, NA	UNCHANGED	25,000	25,000	0	0%	$1.3M	$1.4M	+$79.3K	2026-10-27
MacKenzie Financial Corp	INCREASED	24,136	24,127	+9	+0%	$1.3M	$1.3M	+$77.0K	2026-11-02
Castleview Partners, LLC	UNCHANGED	23,680	23,680	0	0%	$1.2M	$1.3M	+$75.1K	2026-10-09
Vestor Capital, LLC	DECREASED	22,583	55,208	-32,625	-59%	$23.9K	$3.2K	-$20.7K	2026-11-04
SMH Capital Advisors Inc	INCREASED	22,095	21,907	+188	+1%	$1.1M	$1.2M	+$79.8K	2026-10-29
Generali Investments CEE, investicni spolecnost, a.s.	UNCHANGED	20,785	20,785	0	0%	$1.1M	$1.1M	$0	2026-10-15
Independent Financial Group, LLC	INCREASED	20,051	13,294	+6,757	+51%	$689.7K	$1.1M	+$414.1K	2026-10-13
HUB Investment Partners, LLC	INCREASED	19,924	19,580	+344	+2%	$1.0M	$1.1M	+$81.0K	2026-11-03
Apollon Wealth Management, LLC	NEW	19,726	—	+19,726	—	—	$1.1M	—	2026-10-23
Strategy Asset Managers LLC	DECREASED	19,702	21,524	-1,822	-8%	$1.1M	$1.1M	-$32.1K	2026-10-14
WealthPLAN Partners, LLC	DECREASED	19,690	20,327	-637	-3%	$1.1M	$1.1M	+$29.4K	2026-10-15
Wedmont Private Capital	INCREASED	18,730	16,928	+1,802	+11%	$894.5K	$1.0M	+$125.7K	2026-10-09
Blue Trust, Inc.	DECREASED	18,707	19,610	-903	-5%	$1.0M	$1.0M	+$12.4K	2026-10-15
SS&H Financial Advisors, Inc.	DECREASED	18,691	18,950	-259	-1%	$983.0K	$1.0K	-$982.0K	2026-10-28
Simon Quick Advisors, LLC	DECREASED	18,342	20,502	-2,160	-11%	$1.1M	$1.0M	-$53.9K	2026-10-26
Truist Financial Corp	INCREASED	17,684	17,379	+305	+2%	$901.6K	$973.5K	+$71.9K	2026-10-30
Uncommon Cents Investing Inc	INCREASED	17,624	17,322	+302	+2%	$898.7K	$970.2K	+$71.5K	2026-10-20
Signature Equity Partners, LLC	INCREASED	17,596	15,945	+1,651	+10%	$827.2K	$968.7K	+$141.4K	2026-10-29
HB Wealth Management, LLC	INCREASED	16,914	14,521	+2,393	+16%	$753.4K	$931.1K	+$177.8K	2026-10-23
Chilton Capital Management LLC	INCREASED	16,858	16,857	+1	+0%	$874.6K	$928.0K	+$53.4K	2026-10-28
Advisory Advocates, LLC	DECREASED	16,516	17,062	-546	-3%	$885.2K	$909.2K	+$24.1K	2026-11-05
Prospera Financial Services Inc	DECREASED	16,287	49,197	-32,910	-67%	$2.6M	$900.9K	-$1.7M	2026-11-04
Cordoba Advisory Partners LLC	DECREASED	16,039	17,045	-1,006	-6%	$883.9K	$883.6K	-$294	2026-10-19
Americana Partners, LLC	DECREASED	15,845	16,245	-400	-2%	$842.8K	$872.3K	+$29.5K	2026-10-28
Ascentis Independent Advisors	NEW	15,383	—	+15,383	—	—	$846.8K	—	2026-11-03
ProShare Advisors LLC	DECREASED	14,634	15,373	-739	-5%	$797.6K	$805.6K	+$8.1K	2026-10-29
Mindset Wealth Management, LLC	UNCHANGED	14,125	14,125	0	0%	$732.8K	$777.6K	+$44.8K	2026-10-19
Eagle Global Advisors LLC	INCREASED	13,685	12,300	+1,385	+11%	$638.1K	$753.4K	+$115.2K	2026-11-02
Triumph Capital Management	INCREASED	12,685	11,741	+944	+8%	$609.1K	$698.3K	+$89.1K	2026-10-14
Westbourne Investment Advisors, Inc.	INCREASED	12,600	12,400	+200	+2%	$643.3K	$693.6K	+$50.3K	2026-10-20
Inscription Capital, LLC	INCREASED	12,346	11,842	+504	+4%	$614.3K	$679.7K	+$65.3K	2026-11-02
Simplex Trading, LLC	NEW	12,333	—	+12,333	—	—	$678.9K	—	2026-11-04
Catalyst Capital Advisors LLC	UNCHANGED	12,128	12,128	0	0%	$629.2K	$667.6K	+$38.4K	2026-11-02
RMR Wealth Builders	INCREASED	12,050	11,948	+102	+1%	$619.9K	$663.3K	+$43.5K	2026-10-22
D.B. Root & Company, LLC	DECREASED	11,317	11,608	-291	-3%	$602.2K	$623.0K	+$20.8K	2026-11-04
Nfsg Corp	INCREASED	10,811	10,804	+7	+0%	$560.5K	$595.1K	+$34.6K	2026-10-15
StoneX Group Inc.	NEW	9,712	—	+9,712	—	—	$548.6K	—	2026-11-03
Archer Investment Corp	INCREASED	9,354	9,351	+3	+0%	$485.1K	$514.9K	+$29.8K	2026-11-05
Whipplewood Advisors, LLC	INCREASED	9,130	8,054	+1,076	+13%	$417.8K	$502.6K	+$84.8K	2026-10-20
Balboa Wealth Partners	DECREASED	8,917	9,668	-751	-8%	$501.6K	$490.9K	-$10.7K	2026-10-20
BostonPremier Wealth LLC	UNCHANGED	8,250	8,250	0	0%	$428.0K	$454.2K	+$26.2K	2026-10-16
Maia Wealth LLC	INCREASED	8,248	8,154	+94	+1%	$423.0K	$454.0K	+$31.0K	2026-10-19
Innova Wealth Partners	INCREASED	8,229	8,082	+147	+2%	$419.3K	$453.0K	+$33.7K	2026-10-21
Integrity Alliance, Llc.	INCREASED	7,906	6,215	+1,691	+27%	$322.5K	$435.2K	+$112.8K	2026-10-29
Nabity-Jensen Investment Management Inc	INCREASED	7,878	5,025	+2,853	+57%	$260.7K	$433.7K	+$172.9K	2026-10-23
Perigon Wealth Management, LLC	INCREASED	7,827	7,826	+1	+0%	$406.0K	$430.9K	+$24.9K	2026-10-22
Capital Investment Advisory Services, LLC	INCREASED	7,528	7,413	+115	+2%	$384.6K	$414.4K	+$29.8K	2026-10-30
Brighton Jones LLC	INCREASED	7,047	6,977	+70	+1%	$361.9K	$388.0K	+$26.0K	2026-11-03
Virtue Capital Management, LLC	UNCHANGED	6,856	6,856	0	0%	$355.7K	$377.4K	+$21.7K	2026-10-29
FSM Wealth Advisors, LLC	INCREASED	6,769	6,638	+131	+2%	$344.4K	$368.7K	+$24.3K	2026-10-27
Crestwood Advisors Group, LLC	INCREASED	6,538	5,847	+691	+12%	$303.3K	$359.9K	+$56.6K	2026-10-27
Castle Rock Wealth Management, LLC	DECREASED	6,512	6,844	-332	-5%	$356.0K	$356.6K	+$604	2026-10-09
United Capital Management of KS, Inc.	INCREASED	6,199	6,132	+67	+1%	$318.1K	$341.3K	+$23.1K	2026-11-04
Csenge Advisory Group	INCREASED	6,190	6,188	+2	+0%	$321.0K	$340.7K	+$19.7K	2026-11-04
MGO One Seven LLC	DECREASED	6,161	6,908	-747	-11%	$358.4K	$339.2K	-$19.2K	2026-10-28
Iams Wealth Management, LLC	UNCHANGED	6,100	6,100	0	0%	$316.5K	$335.8K	+$19.3K	2026-10-15
Glenview Trust Co	UNCHANGED	6,100	6,100	0	0%	$316.5K	$335.8K	+$19.3K	2026-10-28
Thrivent Financial for Lutherans	DECREASED	6,027	6,048	-21	0%	$314.0K	$332	-$313.7K	2026-11-05
American National Bank & Trust	UNCHANGED	6,000	6,000	0	0%	$311.3K	$330.3K	+$19.0K	2026-10-07
Core Wealth Partners LLC	INCREASED	5,949	5,408	+541	+10%	$280.6K	$327.5K	+$46.9K	2026-11-02
Steel Grove Capital Advisors, LLC	UNCHANGED	5,326	5,326	0	0%	$276.3K	$293.2K	+$16.9K	2026-10-13
Partners Wealth Management, LLC	NEW	5,299	—	+5,299	—	—	$291.7K	—	2026-10-28
United Advisor Group, LLC	INCREASED	5,202	4,201	+1,001	+24%	$217.9K	$286.4K	+$68.4K	2026-11-03
Manske Wealth Management	UNCHANGED	5,200	5,200	0	0%	$269.8K	$286.3K	+$16.5K	2026-10-26
SteelPeak Wealth, LLC	INCREASED	5,197	4,890	+307	+6%	$253.7K	$286.1K	+$32.4K	2026-10-16
RDA Financial Network	DECREASED	5,158	5,793	-635	-11%	$300.6K	$284.0K	-$16.6K	2026-10-15
Harbor Investment Advisory, LLC	DECREASED	5,065	5,165	-100	-2%	$268.0K	$278.8K	+$10.9K	2026-10-13
Cordgrass Capital Advisors, LLC	UNCHANGED	5,000	5,000	0	0%	$259.4K	$275.3K	+$15.9K	2026-10-30
US Bancorp \de\	INCREASED	4,811	4,688	+123	+3%	$243.2K	$264.8K	+$21.6K	2026-11-05
Cullen T Bankers, Inc.	UNCHANGED	4,602	4,602	0	0%	$238.8K	$253.3K	+$14.6K	2026-10-28
Summit Securities Group LLC	NEW	4,515	—	+4,515	—	—	$248.6K	—	2026-11-05
Nations Financial Group Inc,	DECREASED	4,245	5,128	-883	-17%	$266.1K	$233.7K	-$32.3K	2026-11-05
Procyon Advisors, LLC	INCREASED	4,237	4,233	+4	+0%	$219.6K	$233.2K	+$13.6K	2026-10-21
Colonial River Investments, LLC	UNCHANGED	4,211	4,211	0	0%	$218.4K	$231.8K	+$13.3K	2026-10-19
Hilton Head Capital Partners, LLC	UNCHANGED	4,178	4,178	0	0%	$216.8K	$230.0K	+$13.3K	2026-10-23
Global Assets Advisory, LLC	DECREASED	4,120	4,921	-801	-16%	$256.4K	$227.3K	-$29.2K	2026-10-28
Keybank National Association	UNCHANGED	4,100	4,100	0	0%	$212.7K	$225.7K	+$13.0K	2026-11-04
Whitener Capital Management, Inc.	DECREASED	4,092	4,629	-537	-12%	$240.2K	$225.3K	-$14.9K	2026-10-15
Avior Wealth Management, LLC	DECREASED	4,025	4,553	-528	-12%	$236.2K	$221.6K	-$14.6K	2026-10-13
Matthew Goff Investment Advisor, LLC	UNCHANGED	4,000	4,000	0	0%	$207.5K	$220.2K	+$12.7K	2026-10-13
Turtle Creek Wealth Advisors, LLC	UNCHANGED	4,000	4,000	0	0%	$207.5K	$220.2K	+$12.7K	2026-10-15
Cornerstone Wealth Management, LLC	DECREASED	3,961	4,133	-172	-4%	$214.4K	$218.0K	+$3.6K	2026-11-04
Nisa Investment Advisors, LLC	UNCHANGED	3,900	3,900	0	0%	$202.3K	$214.7K	+$12.4K	2026-10-20
Wesbanco Bank Inc	NEW	3,791	—	+3,791	—	—	$208.7K	—	2026-11-04
Plan Group Financial, LLC	DECREASED	3,765	3,967	-202	-5%	$205.8K	$200.9K	-$4.9K	2026-10-22
Vise Technologies, Inc.	DECREASED	3,754	11,716	-7,962	-68%	$607.8K	$206.7K	-$401.1K	2026-10-29
Old National Bancorp	NEW	3,703	—	+3,703	—	—	$203.9K	—	2026-10-20
Prime Capital Investment Advisors, LLC	DECREASED	3,643	5,233	-1,590	-30%	$271.5K	$200.5K	-$70.9K	2026-10-20
Union Bancaire Privee, UBP SA	UNCHANGED	2,942	2,942	0	0%	$24.3M	$25.5M	+$1.3M	2026-11-04
Farther Finance Advisors, LLC	DECREASED	2,622	3,818	-1,196	-31%	$198.1K	$144.4K	-$53.7K	2026-10-08
Latitude Advisors, LLC	NEW	2,471	—	+2,471	—	—	$136.0K	—	2026-10-27
Cassaday & Co Wealth Management LLC	UNCHANGED	2,225	2,225	0	0%	$115.4K	$122.5K	+$7.1K	2026-10-27
Citigroup Inc	INCREASED	2,083	653	+1,430	+219%	$33.9K	$114.7K	+$80.8K	2026-11-04
Parallel Advisors, LLC	DECREASED	1,927	1,967	-40	-2%	$102.1K	$106.1K	+$4.0K	2026-11-03
Signaturefd, LLC	INCREASED	1,901	1,762	+139	+8%	$91.4K	$104.6K	+$13.2K	2026-10-23
Private Trust Co NA	UNCHANGED	1,869	1,869	0	0%	$97.0K	$102.9K	+$5.9K	2026-10-20
Assetmark, Inc	INCREASED	1,629	1,568	+61	+4%	$81.3K	$89.7K	+$8.3K	2026-10-21
Bayban	UNCHANGED	1,612	1,612	0	0%	$83.6K	$83.6K	$0	2026-11-05
IFP Advisors, Inc	INCREASED	1,472	1,459	+13	+1%	$75.7K	$81.0K	+$5.3K	2026-10-16
Fifth Third Bancorp	UNCHANGED	1,350	1,350	0	0%	$70.0K	$74.3K	+$4.3K	2026-11-05
Lynch Investment Planning, LLC	NEW	1,317	—	+1,317	—	—	$72.5K	—	2026-10-27
Armstrong Advisory Group, Inc	UNCHANGED	1,203	1,203	0	0%	$62.4K	$66.2K	+$3.8K	2026-10-09
Financial Management Professionals, Inc.	INCREASED	1,196	1,190	+6	+1%	$61.8K	$65.8K	+$4.1K	2026-10-23
CX Institutional	NEW	1,186	—	+1,186	—	—	$65	—	2026-10-02
Root Financial Partners, LLC	NEW	1,163	—	+1,163	—	—	$64.0K	—	2026-10-21
Washington Trust Advisors, Inc.	UNCHANGED	1,129	1,129	0	0%	$58.6K	$62.2K	+$3.6K	2026-10-22
Sunrise Financial Services, LLC	UNCHANGED	1,125	1,125	0	0%	$58.4K	$61.9K	+$3.6K	2026-10-21
Wilmington Savings Fund Society, FSB	UNCHANGED	1,000	1,000	0	0%	$51.9K	$55.1K	+$3.2K	2026-10-23
Avion Wealth	UNCHANGED	1,000	1,000	0	0%	$51	$55	+$4	2026-11-04
EverSource Wealth Advisors, LLC	UNCHANGED	956	956	0	0%	$49.6K	$52.6K	+$3.0K	2026-11-04
CoreCap Advisors, LLC	DECREASED	816	1,583	-767	-48%	$82.1K	$44.9K	-$37.2K	2026-10-08
Jacobi Capital Management LLC	NEW	750	—	+750	—	—	$41.3K	—	2026-11-05
Capital Advisors, Ltd. LLC	UNCHANGED	750	750	0	0%	$39	$41	+$2	2026-10-27
Financial Network Wealth Advisors LLC	INCREASED	738	728	+10	+1%	$37.8K	$40.6K	+$2.9K	2026-10-28
Lanark Financial, Inc.	DECREASED	713	799	-86	-11%	$41.5K	$39.3K	-$2.2K	2026-10-26
Hazlett, Burt & Watson, Inc.	UNCHANGED	700	700	0	0%	$36.0K	$39	-$36.0K	2026-11-04
Princeton Global Asset Management LLC	DECREASED	600	1,289	-689	-53%	$66.9K	$33.0K	-$33.8K	2026-10-21
Gilpin Wealth Management, LLC	UNCHANGED	520	520	0	0%	$27.0K	$28.6K	+$1.6K	2026-10-09
North Star Investment Management Corp.	UNCHANGED	500	500	0	0%	$25.9K	$27.5K	+$1.6K	2026-10-27
Asset Planning,Inc	UNCHANGED	500	500	0	0%	$25.9K	$27.5K	+$1.6K	2026-10-26
John Boyer, Inc.	NEW	499	—	+499	—	—	$27.5K	—	2026-10-27
Roxbury Financial LLC	UNCHANGED	402	402	0	0%	$20.8K	$22.1K	+$1.3K	2026-10-01
Next Level Wealth Planning, LLC	NEW	383	—	+383	—	—	$21.1K	—	2026-10-29
Kingdom Financial Group Llc.	INCREASED	324	318	+6	+2%	$16.5K	$17.9K	+$1.4K	2026-11-04
Manchester Capital Management LLC	UNCHANGED	300	300	0	0%	$15.6K	$16.5K	+$957	2026-10-22
Meriwether Wealth & Planning, LLC	NEW	250	—	+250	—	—	$13.8K	—	2026-10-13
Mather Group, Llc.	NEW	250	—	+250	—	—	$13.8K	—	2026-10-14
Compass Financial Management LLC	UNCHANGED	243	243	0	0%	$12.6K	$13.4K	+$770	2026-10-30
Strategic Advocates LLC	NEW	234	—	+234	—	—	$12.9K	—	2026-11-03
Caitong International Asset Management Co., Ltd	DECREASED	212	260	-48	-18%	$13.5K	$11.7K	-$1.8K	2026-10-29
Elyxium Wealth, LLC	NEW	202	—	+202	—	—	$11.1K	—	2026-10-27
Key Capital Management, Inc	INCREASED	187	181	+6	+3%	$9.4K	$10.3K	+$904	2026-11-03
Wolff Wiese Magana LLC	UNCHANGED	187	187	0	0%	$9.7K	$10.3K	+$593	2026-10-15
Jnba Financial Advisors	UNCHANGED	129	129	0	0%	$6.7K	$7.1K	+$409	2026-11-03
Murphy & Mullick Capital Management Corp	UNCHANGED	127	127	0	0%	$6.6K	$7.0K	+$402	2026-11-02
West Branch Capital LLC	UNCHANGED	125	125	0	0%	$6.5K	$6.9K	+$397	2026-10-20
Acumen Wealth Advisors, LLC	UNCHANGED	110	110	0	0%	$5.7K	$6.1K	+$349	2026-11-05
JFS Wealth Advisors, LLC	UNCHANGED	103	103	0	0%	$5.3K	$5.7K	+$327	2026-11-03
Evolution Wealth Management Inc.	UNCHANGED	100	100	0	0%	$5.2K	$5.5K	+$317	2026-10-28
Friedenthal Financial	NEW	88	—	+88	—	—	$4.8K	—	2026-10-27
United Community Bank	NEW	86	—	+86	—	—	$4.7K	—	2026-10-28
Financial Consulate, Inc	UNCHANGED	86	86	0	0%	$4.5K	$4.7K	+$273	2026-10-23
SJS Investment Consulting Inc.	INCREASED	75	59	+16	+27%	$3.1K	$4.1K	+$1.1K	2026-10-26
Buck Wealth Strategies, LLC	INCREASED	71	70	+1	+1%	$3.6K	$3.9K	+$297	2026-10-28
Covestor Ltd	DECREASED	38	43	-5	-12%	$2	$2	$0	2026-10-30
Davis Capital Management	UNCHANGED	33	33	0	0%	$1.7K	$1.8K	+$105	2026-10-08
Abound Wealth Management	UNCHANGED	20	20	0	0%	$1.0K	$1.1K	+$63	2026-10-26
Farmers & Merchants Investments Inc	UNCHANGED	19	19	0	0%	$986	$1.0K	+$60	2026-10-22
Gamma Investing LLC	UNCHANGED	19	19	0	0%	$986	$1.0K	+$60	2026-10-08
Versant Capital Management, Inc	NEW	18	—	+18	—	—	$1.0K	—	2026-10-02
RHL Group, LLC	NEW	9	—	+9	—	—	$495	—	2026-11-04
MassMutual Private Wealth & Trust, FSB	DECREASED	6	547	-541	-99%	$28.4K	$330	-$28.0K	2026-10-05
Financial Security Advisor, Inc.	CLOSED	0	14,050	-14,050	-100%	$728.9K	$0	-$728.9K	2026-11-03
Freedom Financial Partners LLC	CLOSED	0	5,675	-5,675	-100%	$294.4K	$0	-$294.4K	2026-10-19
Milestone Asset Management, LLC	CLOSED	0	5,379	-5,379	-100%	$279.1K	$0	-$279.1K	2026-10-15
VestGen Advisors, LLC	CLOSED	0	4,649	-4,649	-100%	$241.2K	$0	-$241.2K	2026-10-27
Wellington Shields Capital Management, LLC	CLOSED	0	4,267	-4,267	-100%	$221.4K	$0	-$221.4K	2026-11-03
State of Alaska, Department of Revenue	CLOSED	0	4,127	-4,127	-100%	$214.0K	$0	-$214.0K	2026-10-15
Cap Partners, LLC	CLOSED	0	3,954	-3,954	-100%	$205.1K	$0	-$205.1K	2026-10-19
Wellington Shields & Co., LLC	CLOSED	0	2,600	-2,600	-100%	$134.9K	$0	-$134.9K	2026-11-03
AdvisorNet Financial, Inc	CLOSED	0	1,985	-1,985	-100%	$103.0K	$0	-$103.0K	2026-10-15
Leonteq Securities AG	CLOSED	0	1,500	-1,500	-100%	$77.8K	$0	-$77.8K	2026-10-29
LifeSteps Financial, Inc.	CLOSED	0	1,303	-1,303	-100%	$67.6K	$0	-$67.6K	2026-10-15
Asset Dedication, LLC	CLOSED	0	325	-325	-100%	$16.9K	$0	-$16.9K	2026-11-03
Spire Wealth Management	CLOSED	0	310	-310	-100%	$16.1K	$0	-$16.1K	2026-10-30
Trust Co of Vermont	CLOSED	0	300	-300	-100%	$15.6K	$0	-$15.6K	2026-10-21
Founders Capital Management	CLOSED	0	150	-150	-100%	$7.8K	$0	-$7.8K	2026-10-13
International Assets Investment Management, LLC	CLOSED	0	115	-115	-100%	$6.0K	$0	-$6.0K	2026-11-02
Creative Financial Designs Inc	CLOSED	0	70	-70	-100%	$3.6K	$0	-$3.6K	2026-11-04
TD Waterhouse Canada Inc.	CLOSED	0	27	-27	-100%	$1.4K	$0	-$1.4K	2026-10-16
Mountain Hill Investment Partners Corp.	CLOSED	0	5	-5	-100%	$279	$0	-$279	2026-10-23
MCF Advisors LLC	CLOSED	0	4	-4	-100%	$208	$0	-$208	2026-10-28
PayPay Securities Corp	UNCHANGED	0	0	0	—	$0	$0	$0	2026-10-27
Price T Rowe Associates Inc	N/A	—	3,342,499	-3,342,499	-100%	$173.4M	—	—	—
Van Eck Associates Corp	N/A	—	1,885,274	-1,885,274	-100%	$97.8M	—	—	—
UBS Group AG	N/A	—	1,387,731	-1,387,731	-100%	$72.0M	—	—	—
Legal & General Group Plc	N/A	—	835,057	-835,057	-100%	$43.3M	—	—	—
Morgan Stanley	N/A	—	786,284	-786,284	-100%	$40.8M	—	—	—
Qube Research & Technologies Ltd	N/A	—	654,166	-654,166	-100%	$33.9M	—	—	—
Invesco Ltd.	N/A	—	553,967	-553,967	-100%	$28.7M	—	—	—
BlackRock, Inc.	N/A	—	403,623	-403,623	-100%	$20.9M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	375,318	-375,318	-100%	$19.5M	—	—	—
LPL Financial LLC	N/A	—	347,600	-347,600	-100%	$18.0M	—	—	—
Franklin Resources Inc	N/A	—	342,763	-342,763	-100%	$17.8M	—	—	—
Goldman Sachs Group Inc	N/A	—	332,291	-332,291	-100%	$17.2M	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	281,397	-281,397	-100%	$14.6M	—	—	—
Raymond James Financial Inc	N/A	—	238,617	-238,617	-100%	$12.4M	—	—	—
Trinity Legacy Partners, LLC	N/A	—	217,844	-217,844	-100%	$12.1M	—	—	—
Royal Bank of Canada	N/A	—	174,795	-174,795	-100%	$9.1M	—	—	—
Private Advisor Group, LLC	N/A	—	162,463	-162,463	-100%	$8.4M	—	—	—
Osaic Holdings, Inc.	N/A	—	162,228	-162,228	-100%	$8.4M	—	—	—
Arax Advisory Partners	N/A	—	151,274	-151,274	-100%	$7.8M	—	—	—
Benjamin Edwards Inc	N/A	—	145,655	-145,655	-100%	$7.6M	—	—	—
JPMorgan Chase & Co	N/A	—	141,880	-141,880	-100%	$7.3M	—	—	—
Millennium Management LLC	N/A	—	134,503	-134,503	-100%	$7.0M	—	—	—
Wells Fargo & Company	N/A	—	133,473	-133,473	-100%	$6.9M	—	—	—
Balyasny Asset Management L.P.	N/A	—	133,125	-133,125	-100%	$6.9M	—	—	—
State Street Corp	N/A	—	130,435	-130,435	-100%	$6.8M	—	—	—
Ameriprise Financial Inc	N/A	—	129,241	-129,241	-100%	$6.7M	—	—	—
Bank of America Corp	N/A	—	117,462	-117,462	-100%	$6.1M	—	—	—
Canada Life Assurance Co	N/A	—	113,433	-113,433	-100%	$5.9M	—	—	—
Tudor Investment Corp ET AL	N/A	—	111,577	-111,577	-100%	$5.8M	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	109,186	-109,186	-100%	$5.7M	—	—	—
Jane Street Group, LLC	N/A	—	105,352	-105,352	-100%	$5.5M	—	—	—
Naviter Wealth, LLC	N/A	—	100,862	-100,862	-100%	$5.2M	—	—	—
BNP Paribas Financial Markets	N/A	—	100,030	-100,030	-100%	$5.2M	—	—	—
Cetera Investment Advisers	N/A	—	97,026	-97,026	-100%	$5.0M	—	—	—
Denali Advisors LLC	N/A	—	95,591	-95,591	-100%	$5.0M	—	—	—
HighTower Advisors, LLC	N/A	—	92,780	-92,780	-100%	$4.8M	—	—	—
Integrated Wealth Concepts LLC	N/A	—	90,056	-90,056	-100%	$4.7M	—	—	—
First Trust Advisors LP	N/A	—	89,246	-89,246	-100%	$4.6M	—	—	—
Trexquant Investment LP	N/A	—	86,543	-86,543	-100%	$4.5M	—	—	—
Advisors Asset Management, Inc.	N/A	—	77,329	-77,329	-100%	$4.0M	—	—	—
Texas Yale Capital Corp.	N/A	—	76,363	-76,363	-100%	$4.0M	—	—	—
Ilex Capital Partners (UK) LLP	N/A	—	73,207	-73,207	-100%	$3.8M	—	—	—
Baker Avenue Asset Management, LP	N/A	—	66,500	-66,500	-100%	$3.5M	—	—	—
IHT Wealth Management, LLC	N/A	—	61,492	-61,492	-100%	$3.2M	—	—	—
Fund Advisors of America Inc	N/A	—	57,752	-57,752	-100%	$3.0M	—	—	—
HRT Financial LP	N/A	—	56,143	-56,143	-100%	$2.9M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	54,216	-54,216	-100%	$2.8M	—	—	—
FJ Capital Management LLC	N/A	—	53,085	-53,085	-100%	$2.8M	—	—	—
Mariner, LLC	N/A	—	52,374	-52,374	-100%	$2.7M	—	—	—
M&T Bank Corp	N/A	—	51,750	-51,750	-100%	$2.7M	—	—	—
Envestnet Asset Management Inc	N/A	—	50,060	-50,060	-100%	$2.6M	—	—	—
Russell Investments Group, Ltd.	N/A	—	49,369	-49,369	-100%	$2.6M	—	—	—
Susquehanna International Group, LLP	N/A	—	45,157	-45,157	-100%	$2.3M	—	—	—
NewEdge Advisors, LLC	N/A	—	44,558	-44,558	-100%	$2.3M	—	—	—
Barclays PLC	N/A	—	44,062	-44,062	-100%	$2.3M	—	—	—
First Financial Bankshares Inc	N/A	—	43,541	-43,541	-100%	$2.3M	—	—	—
ExodusPoint Capital Management, LP	N/A	—	40,444	-40,444	-100%	$2.1M	—	—	—
Blair William & Co	N/A	—	38,675	-38,675	-100%	$2.0M	—	—	—
Squarepoint Ops LLC	N/A	—	38,187	-38,187	-100%	$2.0M	—	—	—
Sharpepoint LLC	N/A	—	38,103	-38,103	-100%	$2.0M	—	—	—
Advisory Services Network, LLC	N/A	—	37,837	-37,837	-100%	$2.0M	—	—	—
LGT Fund Management Co Ltd.	N/A	—	36,931	-36,931	-100%	$1.9M	—	—	—
Clarity Financial LLC	N/A	—	36,632	-36,632	-100%	$1.9M	—	—	—
AE Wealth Management LLC	N/A	—	35,843	-35,843	-100%	$1.9M	—	—	—
Foundations Investment Advisors, LLC	N/A	—	35,251	-35,251	-100%	$1.8M	—	—	—
Geneos Wealth Management Inc.	N/A	—	34,659	-34,659	-100%	$1.8M	—	—	—
Coldstream Capital Management Inc	N/A	—	33,226	-33,226	-100%	$1.7M	—	—	—
Citadel Advisors LLC	N/A	—	31,531	-31,531	-100%	$1.6M	—	—	—
Susquehanna Fundamental Investments, LLC	N/A	—	30,698	-30,698	-100%	$1.6M	—	—	—
Arkadios Wealth Advisors	N/A	—	30,064	-30,064	-100%	$1.6M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	29,687	-29,687	-100%	$1.5M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	28,924	-28,924	-100%	$1.5M	—	—	—
Entropy Technologies, LP	N/A	—	28,562	-28,562	-100%	$1.5M	—	—	—
Dearborn Partners LLC	N/A	—	27,018	-27,018	-100%	$1.4M	—	—	—
Neuberger Berman Group LLC	N/A	—	26,141	-26,141	-100%	$1.4M	—	—	—
Quantinno Capital Management LP	N/A	—	26,118	-26,118	-100%	$1.4M	—	—	—
Widmann Financial Services, Inc.	N/A	—	23,862	-23,862	-100%	$1.2M	—	—	—
AQR Capital Management LLC	N/A	—	23,028	-23,028	-100%	$1.2M	—	—	—
Atom Investors LP	N/A	—	22,891	-22,891	-100%	$1.2M	—	—	—
Savvy Advisors, Inc.	N/A	—	22,718	-22,718	-100%	$1.2M	—	—	—
Arete Wealth Advisors, LLC	N/A	—	21,204	-21,204	-100%	$1.1M	—	—	—
MAI Capital Management	N/A	—	21,183	-21,183	-100%	$1.1M	—	—	—
Cerity Partners LLC	N/A	—	21,057	-21,057	-100%	$1.1M	—	—	—
Baird Financial Group, Inc.	N/A	—	20,764	-20,764	-100%	$1.1M	—	—	—
Natixis	N/A	—	20,090	-20,090	-100%	$1.0M	—	—	—
Delta Investment Management, LLC	N/A	—	19,566	-19,566	-100%	$1.0M	—	—	—
DnB Asset Management AS	N/A	—	19,520	-19,520	-100%	$1.0M	—	—	—
MML Investors Services, LLC	N/A	—	19,395	-19,395	-100%	$1.0M	—	—	—
Callahan Advisors, LLC	N/A	—	19,175	-19,175	-100%	$994.8K	—	—	—
Mercer Global Advisors Inc	N/A	—	18,798	-18,798	-100%	$975.3K	—	—	—
Janney Montgomery Scott LLC	N/A	—	18,114	-18,114	-100%	$940.0K	—	—	—
Captrust Financial Advisors	N/A	—	17,809	-17,809	-100%	$923.9K	—	—	—
Sanctuary Advisors, LLC	N/A	—	17,460	-17,460	-100%	$905.8K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	16,445	-16,445	-100%	$853.2K	—	—	—
Greenland Capital Management LP	N/A	—	16,000	-16,000	-100%	$830.1K	—	—	—
Venturi Wealth Management, LLC	N/A	—	15,333	-15,333	-100%	$795.5K	—	—	—
Fortis Capital Advisors, LLC	N/A	—	15,030	-15,030	-100%	$779.8K	—	—	—
Belpointe Asset Management LLC	N/A	—	15,030	-15,030	-100%	$779.8K	—	—	—
Stifel Financial Corp	N/A	—	14,788	-14,788	-100%	$767.2K	—	—	—
NewEdge Wealth, LLC	N/A	—	14,584	-14,584	-100%	$756.6K	—	—	—
WCG Wealth Advisors LLC	N/A	—	14,095	-14,095	-100%	$731.2K	—	—	—
&partners	N/A	—	14,065	-14,065	-100%	$729.7K	—	—	—
PFG Investments, LLC	N/A	—	13,597	-13,597	-100%	$705.4K	—	—	—
Smartleaf Asset Management LLC	N/A	—	13,361	-13,361	-100%	$688.9K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	13,119	-13,119	-100%	$680.6K	—	—	—
Tradition Wealth Management, LLC	N/A	—	13,036	-13,036	-100%	$676.3K	—	—	—
Focus Partners Wealth	N/A	—	12,810	-12,810	-100%	$664.6K	—	—	—
Allworth Financial LP	N/A	—	12,685	-12,685	-100%	$658.1K	—	—	—
Guggenheim Capital LLC	N/A	—	12,613	-12,613	-100%	$654.4K	—	—	—
Equitable Holdings, Inc.	N/A	—	12,515	-12,515	-100%	$649.3K	—	—	—
AlTi Global, Inc.	N/A	—	12,457	-12,457	-100%	$646.3K	—	—	—
Fiduciary Group, LLC	N/A	—	12,013	-12,013	-100%	$623.2K	—	—	—
Krane Funds Advisors LLC	N/A	—	10,971	-10,971	-100%	$569.2K	—	—	—
Earned Wealth Advisors, LLC	N/A	—	10,516	-10,516	-100%	$545.6K	—	—	—
Two Sigma Investments, LP	N/A	—	10,300	-10,300	-100%	$534.4K	—	—	—
Icon Wealth Advisors, LLC	N/A	—	10,000	-10,000	-100%	$518.8K	—	—	—
LGT Group Foundation	N/A	—	9,958	-9,958	-100%	$516.6K	—	—	—
Bartlett & Co. Wealth Management LLC	N/A	—	9,700	-9,700	-100%	$503.2K	—	—	—
Kingsview Wealth Management, LLC	N/A	—	9,546	-9,546	-100%	$495.3K	—	—	—
Merit Financial Group, LLC	N/A	—	9,368	-9,368	-100%	$486.0K	—	—	—
Mutual Advisors, LLC	N/A	—	9,090	-9,090	-100%	$471.6K	—	—	—
Vertex Planning Partners, LLC	N/A	—	8,583	-8,583	-100%	$445.3K	—	—	—
Jones Financial Companies Lllp	N/A	—	8,563	-8,563	-100%	$437.1K	—	—	—
Brown Advisory Inc	N/A	—	8,253	-8,253	-100%	$428.2K	—	—	—
Cahill Financial Advisors Inc	N/A	—	8,203	-8,203	-100%	$425.6K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	8,083	-8,083	-100%	$419.4K	—	—	—
Savant Capital, LLC	N/A	—	7,887	-7,887	-100%	$415.0K	—	—	—
Ameriflex Group, Inc.	N/A	—	7,695	-7,695	-100%	$399.2K	—	—	—
Argent Trust Co	N/A	—	6,906	-6,906	-100%	$358.3K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	6,691	-6,691	-100%	$347.1K	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	6,686	-6,686	-100%	$346.9K	—	—	—
Lbmc Investment Advisors, LLC	N/A	—	6,636	-6,636	-100%	$344.3K	—	—	—
VPR Management LLC	N/A	—	6,336	-6,336	-100%	$328.7K	—	—	—
Compass Capital Management, Inc	N/A	—	6,325	-6,325	-100%	$328.1K	—	—	—
BWM Planning, LLC	N/A	—	6,078	-6,078	-100%	$315.3K	—	—	—
DRW Securities, LLC	N/A	—	5,870	-5,870	-100%	$304.5K	—	—	—
United Capital Financial Advisors, LLC	N/A	—	5,800	-5,800	-100%	$300.9K	—	—	—
Moors & Cabot, Inc.	N/A	—	5,600	-5,600	-100%	$290.5K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	5,590	-5,590	-100%	$290.0K	—	—	—
GSA Capital Partners LLP	N/A	—	5,465	-5,465	-100%	$284.0K	—	—	—
Stratos Wealth Advisors, LLC	N/A	—	5,420	-5,420	-100%	$281.2K	—	—	—
Harbour Investments, Inc.	N/A	—	5,268	-5,268	-100%	$273.3K	—	—	—
Corus Family Wealth Advisors	N/A	—	5,234	-5,234	-100%	$271.5K	—	—	—
GWN Securities Inc.	N/A	—	5,173	-5,173	-100%	$268.4K	—	—	—
Virtus Investment Advisers, LLC	N/A	—	5,161	-5,161	-100%	$267.8K	—	—	—
Kovack Advisors, Inc.	N/A	—	5,150	-5,150	-100%	$267.9K	—	—	—
Intrepid Capital Management Inc	N/A	—	5,000	-5,000	-100%	$259.4K	—	—	—
Wealthfront Advisers LLC	N/A	—	4,876	-4,876	-100%	$253.0K	—	—	—
Compton Financial Group, LLC	N/A	—	4,870	-4,870	-100%	$252.6K	—	—	—
EP Wealth Advisors, LLC	N/A	—	4,772	-4,772	-100%	$247.6K	—	—	—
Capstone Investment Advisors, LLC	N/A	—	4,715	-4,715	-100%	$244.6K	—	—	—
Stephens Inc	N/A	—	4,637	-4,637	-100%	$240.6K	—	—	—
Destination Wealth Management	N/A	—	4,494	-4,494	-100%	$233.1K	—	—	—
Riverstone Advisors, LLC	N/A	—	4,408	-4,408	-100%	$228.7K	—	—	—
RiverFront Investment Group, LLC	N/A	—	4,366	-4,366	-100%	$226.5K	—	—	—
Sound View Wealth Advisors Group, LLC	N/A	—	4,197	-4,197	-100%	$217.8K	—	—	—
Argo Wealth Advisory, LLC	N/A	—	3,986	-3,986	-100%	$206.8K	—	—	—
Brevan Howard Capital Management LP	N/A	—	3,945	-3,945	-100%	$204.7K	—	—	—
Bay Rivers Group	N/A	—	3,910	-3,910	-100%	$202.9K	—	—	—
Global Retirement Partners, LLC	N/A	—	3,639	-3,639	-100%	$188.8K	—	—	—
Heritage Wealth Advisors	N/A	—	3,600	-3,600	-100%	$186.8K	—	—	—
Centaurus Financial, Inc.	N/A	—	2,975	-2,975	-100%	$154.0K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	2,928	-2,928	-100%	$151.9K	—	—	—
SOA Wealth Advisors, Llc.	N/A	—	2,923	-2,923	-100%	$151.6K	—	—	—
HHM Wealth Advisors, LLC	N/A	—	2,709	-2,709	-100%	$140.5K	—	—	—
Quantbot Technologies LP	N/A	—	2,475	-2,475	-100%	$128.4K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	2,330	-2,330	-100%	$120.9K	—	—	—
Colonial Trust Co / SC	N/A	—	2,240	-2,240	-100%	$116.2K	—	—	—
IFG Advisory, LLC	N/A	—	2,218	-2,218	-100%	$115.1K	—	—	—
Vaughan Nelson Investment Management, L.P.	N/A	—	2,025	-2,025	-100%	$105.1K	—	—	—
National Bank of Canada	N/A	—	1,995	-1,995	-100%	$103.5K	—	—	—
BFC Planning, Inc.	N/A	—	1,798	-1,798	-100%	$93.3K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	1,765	-1,765	-100%	$91.6K	—	—	—
Continuum Advisory, LLC	N/A	—	1,649	-1,649	-100%	$85.6K	—	—	—
Purpose Unlimited Inc.	N/A	—	1,429	-1,429	-100%	$73.7K	—	—	—
UMB Bank, n.a.	N/A	—	1,034	-1,034	-100%	$53.6K	—	—	—
Sankala Group LLC	N/A	—	1,018	-1,018	-100%	$59.2K	—	—	—
Colonial Trust Advisors	N/A	—	884	-884	-100%	$45.9K	—	—	—
UBS Asset Management Americas LLC	N/A	—	871	-871	-100%	$45.2K	—	—	—
Luminist Capital LLC	N/A	—	868	-868	-100%	$45.0K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	753	-753	-100%	$39.1K	—	—	—
Prestige Wealth Management Group LLC	N/A	—	650	-650	-100%	$33.7K	—	—	—
Winch Advisory Services, LLC	N/A	—	606	-606	-100%	$31.5K	—	—	—
Steigerwald, Gordon & Koch Inc.	N/A	—	600	-600	-100%	$31.1K	—	—	—
Smithfield Trust Co	N/A	—	500	-500	-100%	$26.0K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	470	-470	-100%	$24.4K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	454	-454	-100%	$23.5K	—	—	—
Morgan Dempsey Capital Management LLC	N/A	—	435	-435	-100%	$22.6K	—	—	—
Institute for Wealth Management, Llc.	N/A	—	425	-425	-100%	$22.0K	—	—	—
SouthState Bank Corp	N/A	—	405	-405	-100%	$21.0K	—	—	—
SHP Wealth Management	N/A	—	400	-400	-100%	$20.8K	—	—	—
Peterson Wealth Management	N/A	—	400	-400	-100%	$20.8K	—	—	—
Truvestments Capital LLC	N/A	—	364	-364	-100%	$18.9K	—	—	—
Caitlin John, LLC	N/A	—	330	-330	-100%	$17.1K	—	—	—
Fiduciary Financial Advisors	N/A	—	309	-309	-100%	$16.0K	—	—	—
Brown Brothers Harriman & Co	N/A	—	301	-301	-100%	$15.6K	—	—	—
Webster Bank, N. A.	N/A	—	300	-300	-100%	$15.6K	—	—	—
IAG Wealth Partners, LLC	N/A	—	300	-300	-100%	$15.6K	—	—	—
Bogart Wealth, LLC	N/A	—	221	-221	-100%	$11.5K	—	—	—
Crewe Advisors LLC	N/A	—	219	-219	-100%	$11.4K	—	—	—
Alerus Financial NA	N/A	—	206	-206	-100%	$10.7K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	192	-192	-100%	$10.0K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	185	-185	-100%	$9.6K	—	—	—
Caldwell Sutter Capital, Inc.	N/A	—	165	-165	-100%	$8.6K	—	—	—
Tidemark, LLC	N/A	—	150	-150	-100%	$7.8K	—	—	—
JPL Wealth Management, LLC	N/A	—	150	-150	-100%	$7.8K	—	—	—
Ankerstar Wealth, LLC	N/A	—	139	-139	-100%	$7.2K	—	—	—
Mcguire Capital Advisors Inc	N/A	—	139	-139	-100%	$7.2K	—	—	—
Group One Trading LLC	N/A	—	115	-115	-100%	$6.0K	—	—	—
Huntington National Bank	N/A	—	102	-102	-100%	$5.3K	—	—	—
PIN OAK Investment Advisors Inc	N/A	—	100	-100	-100%	$5	—	—	—
Erste Asset Management GmbH	N/A	—	60	-60	-100%	$3.1K	—	—	—
ST Germain D J Co Inc	N/A	—	59	-59	-100%	$3.1K	—	—	—
Basepoint Wealth LLC	N/A	—	50	-50	-100%	$2.6K	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	23	-23	-100%	$1.2K	—	—	—
FMR LLC	N/A	—	17	-17	-100%	$882	—	—	—
Danske Bank A/S	N/A	—	4	-4	-100%	$208	—	—	—

Showing 426 of 426 institutions