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National Grid PLC (NGG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares1,006,193 from 872,761
Change+133,432 (+15%)
Value$76.3M (+$4.0M)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares987,905 from 915,839
Change+72,066 (+8%)
Value$74.9M (-$992.7K)
Filed 2026-11-04
Bank of Montreal
INCREASED
Shares481,037 from 455,287
Change+25,750 (+6%)
Value$36.5M (-$1.3M)
Filed 2026-11-09
ABC Arbitrage SA
INCREASED
Shares359,541 from 301,977
Change+57,564 (+19%)
Value$27.3M (+$2.2M)
Filed 2026-10-23
Ferguson Wellman Capital Management, Inc
INCREASED
Shares317,204 from 255,077
Change+62,127 (+24%)
Value$24.1M (+$2.9M)
Filed 2026-10-05
Bank of New York Mellon Corp
DECREASED
Shares265,365 from 276,705
Change-11,340 (-4%)
Value$20.1M (-$2.8M)
Filed 2026-11-05
Truist Financial Corp
INCREASED
Shares204,420 from 194,580
Change+9,840 (+5%)
Value$15.5M (-$625.7K)
Filed 2026-10-30
Creative Planning
INCREASED
Shares203,840 from 201,014
Change+2,826 (+1%)
Value$15.5M (-$1.2M)
Filed 2026-11-02
Hennessy Advisors Inc
INCREASED
Shares198,844 from 194,044
Change+4,800 (+2%)
Value$15.1M (-$1.0M)
Filed 2026-10-28
Guardian Partners Inc.
DECREASED
Shares141,440 from 143,310
Change-1,870 (-1%)
Value$10.7M (-$1.2M)
Filed 2026-10-21
Oppenheimer Asset Management Inc.
INCREASED
Shares139,139 from 136,185
Change+2,954 (+2%)
Value$10.5M (-$736.1K)
Filed 2026-10-27
Crossmark Global Holdings, Inc.
DECREASED
Shares128,488 from 133,089
Change-4,601 (-3%)
Value$9.7M (-$1.3M)
Filed 2026-10-21
Miller Howard Investments Inc
DECREASED
Shares126,954 from 127,803
Change-849 (-1%)
Value$9.6M (-$965.4K)
Filed 2026-10-26
Davenport & Co LLC
INCREASED
Shares88,715 from 75,863
Change+12,852 (+17%)
Value$6.7M (+$439.6K)
Filed 2026-10-14
Atria Investments, Inc
INCREASED
Shares79,870 from 67,245
Change+12,625 (+19%)
Value$6.1M (+$483.1K)
Filed 2026-10-15
PNC Financial Services Group, Inc.
INCREASED
Shares78,799 from 78,329
Change+470 (+1%)
Value$6.0M (-$516.6K)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares78,318 from 80,249
Change-1,931 (-2%)
Value$5.9M (-$712.2K)
Filed 2026-11-02
Gilman Hill Asset Management, LLC
INCREASED
Shares70,452 from 69,612
Change+840 (+1%)
Value$5.3M (-$427.1K)
Filed 2026-10-13
Gradient Investments LLC
INCREASED
Shares69,880 from 65,039
Change+4,841 (+7%)
Value$5.3M (-$91.5K)
Filed 2026-10-08
TD Private Client Wealth LLC
INCREASED
Shares64,554 from 57,639
Change+6,915 (+12%)
Value$4.9M (+$118.0K)
Filed 2026-10-28
Cidel Asset Management Inc
INCREASED
Shares64,280 from 61,790
Change+2,490 (+4%)
Value$4.9M (-$246.8K)
Filed 2026-10-29
TD Waterhouse Canada Inc.
INCREASED
Shares64,266 from 19,097
Change+45,169 (+237%)
Value$4.8M (+$3.3M)
Filed 2026-10-16
Zions Bancorporation, National Association
DECREASED
Shares62,137 from 80,498
Change-18,361 (-23%)
Value$4.7M (-$2.0M)
Filed 2026-11-06
Citigroup Inc
INCREASED
Shares59,733 from 49,779
Change+9,954 (+20%)
Value$4.5M (+$403.8K)
Filed 2026-11-04
CIBC Asset Management Inc
INCREASED
Shares59,341 from 55,275
Change+4,066 (+7%)
Value$4.5M (-$81.1K)
Filed 2026-11-05
Pittenger & Anderson Inc
UNCHANGED
Shares57,145 from 57,145
Change0 (0%)
Value$4.3M (-$402.9K)
Filed 2026-11-02
Assetmark, Inc
INCREASED
Shares56,723 from 47,451
Change+9,272 (+20%)
Value$4.3M (+$368.4K)
Filed 2026-10-21
Hantz Financial Services, Inc.
INCREASED
Shares51,976 from 46,202
Change+5,774 (+13%)
Value$3.9K (-$3.8M)
Filed 2026-11-09
Old Port Advisors
INCREASED
Shares51,163 from 50,971
Change+192 (+0%)
Value$3.9M (-$344.8K)
Filed 2026-10-23
First Bank & Trust
INCREASED
Shares51,056 from 48,073
Change+2,983 (+6%)
Value$3.9M (-$112.7K)
Filed 2026-10-19
Strategy Asset Managers LLC
INCREASED
Shares50,687 from 49,645
Change+1,042 (+2%)
Value$3.8M (-$270.9K)
Filed 2026-10-14
Aberdeen Group plc
INCREASED
Shares48,965 from 8,200
Change+40,765 (+497%)
Value$10.3M (+$9.6M)
Filed 2026-11-06
Park Avenue Securities LLC
INCREASED
Shares45,776 from 41,097
Change+4,679 (+11%)
Value$3.5K (-$3.4M)
Filed 2026-10-26
Russell Investments Group, Ltd.
INCREASED
Shares43,985 from 35,824
Change+8,161 (+23%)
Value$3.3M (+$366.2K)
Filed 2026-11-06
Factory Mutual Insurance Co
UNCHANGED
Shares40,638 from 40,638
Change0 (0%)
Value$3.1M (-$286.5K)
Filed 2026-10-30
Barclays PLC
DECREASED
Shares40,454 from 129,449
Change-88,995 (-69%)
Value$3.1M (-$7.7M)
Filed 2026-11-06
Kestra Advisory Services, LLC
INCREASED
Shares36,848 from 27,574
Change+9,274 (+34%)
Value$2.8M (+$508.8K)
Filed 2026-11-02
Quadrant Capital Group LLC
DECREASED
Shares36,107 from 36,115
Change-8 (0%)
Value$2.8M (-$168.2K)
Filed 2026-10-20
US Bancorp \de\
INCREASED
Shares35,955 from 34,479
Change+1,476 (+4%)
Value$2.7M (-$131.2K)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares35,382 from 31,300
Change+4,082 (+13%)
Value$2.7M (+$143.3K)
Filed 2026-10-13
Vise Technologies, Inc.
INCREASED
Shares34,007 from 27,832
Change+6,175 (+22%)
Value$2.6M (+$272.0K)
Filed 2026-10-29
Fulton Bank, N.A.
INCREASED
Shares33,513 from 31,544
Change+1,969 (+6%)
Value$2.5M (-$73.1K)
Filed 2026-10-14
Equitable Trust Co
DECREASED
Shares33,240 from 66,089
Change-32,849 (-50%)
Value$2.5M (-$3.0M)
Filed 2026-10-13
Henry James International Management Inc.
INCREASED
Shares31,507 from 30,745
Change+762 (+2%)
Value$2.4M (-$159.0K)
Filed 2026-10-14
Raleigh Capital Management Inc.
INCREASED
Shares29,520 from 26,012
Change+3,508 (+13%)
Value$2.2M (+$82.6K)
Filed 2026-10-28
Perpetual Ltd
UNCHANGED
Shares28,478 from 28,478
Change0 (0%)
Value$2.2M (-$200.8K)
Filed 2026-10-13
Ethic Inc.
DECREASED
Shares27,921 from 31,279
Change-3,358 (-11%)
Value$2.1M (-$475.1K)
Filed 2026-11-03
Choreo, LLC
DECREASED
Shares25,535 from 26,727
Change-1,192 (-4%)
Value$1.9M (-$278.8K)
Filed 2026-10-28
Signaturefd, LLC
INCREASED
Shares24,599 from 23,872
Change+727 (+3%)
Value$1.9M (-$113.2K)
Filed 2026-10-23
Summit Global Investments
INCREASED
Shares24,284 from 23,716
Change+568 (+2%)
Value$1.8K (-$2.0M)
Filed 2026-10-28
Lido Advisors, LLC
INCREASED
Shares24,182 from 23,946
Change+236 (+1%)
Value$1.8M (-$163.0K)
Filed 2026-11-04
Elevation Point Wealth Partners, LLC
DECREASED
Shares23,971 from 24,642
Change-671 (-3%)
Value$1.8M (-$241.6K)
Filed 2026-11-05
Fisher Asset Management, LLC
INCREASED
Shares23,339 from 22,537
Change+802 (+4%)
Value$1.8M (-$98.1K)
Filed 2026-11-06
Bessemer Group Inc
INCREASED
Shares23,148 from 22,619
Change+529 (+2%)
Value$1.8K (-$1.8M)
Filed 2026-11-09
Verdence Capital Advisors LLC
INCREASED
Shares22,878 from 21,124
Change+1,754 (+8%)
Value$1.7M (-$15.9K)
Filed 2026-10-26
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares21,563 from 22,846
Change-1,283 (-6%)
Value$1.6K (-$1.9M)
Filed 2026-11-02
First Pacific Financial
INCREASED
Shares20,555 from 20,118
Change+437 (+2%)
Value$1.6M (-$108.7K)
Filed 2026-10-14
Northside Capital Management, LLC
DECREASED
Shares20,249 from 25,805
Change-5,556 (-22%)
Value$1.5M (-$603.2K)
Filed 2026-10-13
Jcic Asset Management Inc.
DECREASED
Shares18,844 from 32,180
Change-13,336 (-41%)
Value$1.4M (-$1.3M)
Filed 2026-10-30
Compound Planning, Inc.
INCREASED
Shares18,325 from 15,019
Change+3,306 (+22%)
Value$1.4M (+$144.7K)
Filed 2026-11-09
Regions Financial Corp
INCREASED
Shares18,006 from 17,496
Change+510 (+3%)
Value$1.4M (-$84.7K)
Filed 2026-11-05
D.A. Davidson & Co.
INCREASED
Shares17,521 from 15,112
Change+2,409 (+16%)
Value$1.3M (+$76.1K)
Filed 2026-10-28
Bailard, Inc.
INCREASED
Shares16,151 from 13,927
Change+2,224 (+16%)
Value$1.2M (+$70.4K)
Filed 2026-10-13
Allspring Global Investments Holdings, LLC
INCREASED
Shares16,145 from 15,536
Change+609 (+4%)
Value$1.2M (-$29.4K)
Filed 2026-11-04
Retirement Planning Co of New England, Inc.
DECREASED
Shares16,001 from 16,240
Change-239 (-1%)
Value$1.2M (-$132.6K)
Filed 2026-10-15
HB Wealth Management, LLC
INCREASED
Shares15,903 from 15,223
Change+680 (+4%)
Value$1.2M (-$55.8K)
Filed 2026-10-23
Evergreen Capital Management LLC
INCREASED
Shares14,823 from 14,526
Change+297 (+2%)
Value$1.1M (-$79.9K)
Filed 2026-10-23
Temasek Holdings (Private) Ltd
NEW
Shares14,402
Change+14,402
Value$1.1M
Filed 2026-10-28
Fourpath Capital Management, LLC
INCREASED
Shares14,330 from 13,075
Change+1,255 (+10%)
Value$1.1M (+$3.0K)
Filed 2026-10-19
Advisors Management Group Inc
DECREASED
Shares14,149 from 14,167
Change-18 (0%)
Value$1.1K (-$1.2M)
Filed 2026-11-05
Herold Advisors, Inc.
DECREASED
Shares13,918 from 14,125
Change-207 (-1%)
Value$1.1M (-$118.9K)
Filed 2026-10-19
Lester Murray Antman dba SimplyRich
DECREASED
Shares13,806 from 62,150
Change-48,344 (-78%)
Value$1.0M (-$101.0K)
Filed 2026-11-06
Mitchell & Pahl Private Wealth, LLC
INCREASED
Shares13,714 from 12,802
Change+912 (+7%)
Value$1.0M (-$21.1K)
Filed 2026-10-14
William John Sempolinski
DECREASED
Shares13,683 from 13,732
Change-49 (0%)
Value$1.0M (-$100.5K)
Filed 2026-10-20
Abel Hall, LLC
DECREASED
Shares13,104 from 19,960
Change-6,856 (-34%)
Value$993.5K (-$660.5K)
Filed 2026-10-19
Concurrent Investment Advisors, LLC
DECREASED
Shares13,072 from 13,946
Change-874 (-6%)
Value$991.1K (-$164.6K)
Filed 2026-10-16
Aaron Wealth Advisors LLC
DECREASED
Shares12,714 from 12,914
Change-200 (-2%)
Value$964.0K (-$106.2K)
Filed 2026-10-13
Ritholtz Wealth Management
INCREASED
Shares12,690 from 10,445
Change+2,245 (+21%)
Value$962.2K (+$96.6K)
Filed 2026-11-05
Savant Capital, LLC
INCREASED
Shares12,569 from 8,286
Change+4,283 (+52%)
Value$953.0K (+$260.8K)
Filed 2026-11-06
Legacy Wealth Asset Management, LLC
INCREASED
Shares12,287 from 9,772
Change+2,515 (+26%)
Value$931.6K (+$121.8K)
Filed 2026-10-09
Manske Wealth Management
DECREASED
Shares12,023 from 12,063
Change-40 (0%)
Value$911.6K (-$88.1K)
Filed 2026-10-26
Highland Capital Management, LLC
DECREASED
Shares11,854 from 12,179
Change-325 (-3%)
Value$898.8K (-$110.5K)
Filed 2026-10-26
Provenance Wealth Advisors, LLC
NEW
Shares11,786
Change+11,786
Value$893.6K
Filed 2026-10-30
Argent Trust Co
DECREASED
Shares11,743 from 12,372
Change-629 (-5%)
Value$890.4K (-$134.9K)
Filed 2026-11-09
Romano Brothers and Company
DECREASED
Shares11,639 from 11,959
Change-320 (-3%)
Value$882.5K (-$108.6K)
Filed 2026-10-22
Lanark Financial, Inc.
INCREASED
Shares11,275 from 8,147
Change+3,128 (+38%)
Value$854.9K (+$179.7K)
Filed 2026-10-26
GC Wealth Management RIA, LLC
DECREASED
Shares11,163 from 11,736
Change-573 (-5%)
Value$846.4K (-$126.2K)
Filed 2026-11-02
Keybank National Association
DECREASED
Shares10,961 from 20,088
Change-9,127 (-45%)
Value$831.1K (-$833.6K)
Filed 2026-11-04
Prairie Advisory, LLC
INCREASED
Shares10,712 from 5,356
Change+5,356 (+100%)
Value$812.2K (+$368.3K)
Filed 2026-10-19
B. Riley Wealth Advisors, Inc.
INCREASED
Shares10,659 from 9,077
Change+1,582 (+17%)
Value$808.1K (+$47.8K)
Filed 2026-10-13
Merit Financial Group, LLC
INCREASED
Shares10,454 from 7,758
Change+2,696 (+35%)
Value$792.6K (+$149.7K)
Filed 2026-11-06
Personal CFO Solutions, LLC
DECREASED
Shares10,211 from 10,512
Change-301 (-3%)
Value$774.2K (-$120.2K)
Filed 2026-11-06
Code Waechter LLC
DECREASED
Shares10,000 from 10,361
Change-361 (-3%)
Value$758.2K (-$100.4K)
Filed 2026-10-23
SBI Securities Co., Ltd.
INCREASED
Shares9,937 from 9,676
Change+261 (+3%)
Value$753.4K (-$48.4K)
Filed 2026-10-22
Tred Avon Family Wealth, LLC
INCREASED
Shares9,813 from 9,733
Change+80 (+1%)
Value$744.0K (-$62.6K)
Filed 2026-10-20
Mystic Asset Management, Inc.
DECREASED
Shares9,509 from 9,549
Change-40 (0%)
Value$721.0K (-$70.4K)
Filed 2026-10-15
BKM Wealth Management, LLC
DECREASED
Shares9,319 from 10,408
Change-1,089 (-10%)
Value$706.6K (-$155.9K)
Filed 2026-10-22
Oppenheimer & Co Inc
INCREASED
Shares9,256 from 9,063
Change+193 (+2%)
Value$701.8K (-$49.3K)
Filed 2026-10-26
Coldstream Capital Management Inc
DECREASED
Shares9,179 from 10,380
Change-1,201 (-12%)
Value$696.0K (-$164.2K)
Filed 2026-11-09
J.W. Cole Advisors, Inc.
INCREASED
Shares9,162 from 8,650
Change+512 (+6%)
Value$694.7K (-$22.2K)
Filed 2026-11-05
Kestra Private Wealth Services, LLC
INCREASED
Shares8,951 from 8,422
Change+529 (+6%)
Value$678.7K (-$19.3K)
Filed 2026-11-06
Trust Point Inc.
INCREASED
Shares8,798 from 8,694
Change+104 (+1%)
Value$667.1K (-$53.4K)
Filed 2026-10-27
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares8,469 from 11,788
Change-3,319 (-28%)
Value$642.1K (-$334.8K)
Filed 2026-10-13
Profund Advisors LLC
INCREASED
Shares8,461 from 7,550
Change+911 (+12%)
Value$641.5K (+$15.8K)
Filed 2026-10-29
Cape Investment Advisory, Inc.
INCREASED
Shares8,459 from 8,296
Change+163 (+2%)
Value$641.4K (-$46.1K)
Filed 2026-10-13
Optas, LLC
INCREASED
Shares8,454 from 8,186
Change+268 (+3%)
Value$641.0K (-$37.4K)
Filed 2026-11-09
Barry Investment Advisors, LLC
INCREASED
Shares8,415 from 8,377
Change+38 (+0%)
Value$638.0K (-$56.2K)
Filed 2026-10-14
MGO One Seven LLC
DECREASED
Shares8,129 from 12,797
Change-4,668 (-36%)
Value$616.3K (-$444.2K)
Filed 2026-10-28
Keudell ison Wealth Management
INCREASED
Shares7,929 from 7,886
Change+43 (+1%)
Value$601.2K (-$52.3K)
Filed 2026-10-16
Farther Finance Advisors, LLC
INCREASED
Shares7,905 from 7,847
Change+58 (+1%)
Value$599.4K (-$51.7K)
Filed 2026-10-08
Quantum Private Wealth, LLC
UNCHANGED
Shares7,865 from 7,865
Change0 (0%)
Value$596.3K (-$55.4K)
Filed 2026-10-20
Lantz Financial LLC
INCREASED
Shares7,859 from 6,896
Change+963 (+14%)
Value$595.9K (+$24.4K)
Filed 2026-10-15
FDx Advisors, Inc.
DECREASED
Shares7,762 from 7,887
Change-125 (-2%)
Value$589 (-$653.4K)
Filed 2026-11-09
Versant Capital Management, Inc
DECREASED
Shares7,659 from 9,150
Change-1,491 (-16%)
Value$580.7K (-$177.6K)
Filed 2026-10-02
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares7,552 from 6,372
Change+1,180 (+19%)
Value$572.6K (+$44.5K)
Filed 2026-10-27
IFP Advisors, Inc
INCREASED
Shares7,508 from 5,046
Change+2,462 (+49%)
Value$569.3K (+$151.1K)
Filed 2026-10-16
J.Safra Asset Management Corp
INCREASED
Shares7,372 from 7,270
Change+102 (+1%)
Value$558.9K (-$43.5K)
Filed 2026-11-03
HBK Sorce Advisory LLC
INCREASED
Shares7,276 from 7,237
Change+39 (+1%)
Value$625.1K (+$44.3K)
Filed 2026-11-06
Level Four Advisory Services, LLC
DECREASED
Shares7,198 from 7,369
Change-171 (-2%)
Value$545.8K (-$64.9K)
Filed 2026-11-06
Perigon Wealth Management, LLC
INCREASED
Shares6,929 from 6,496
Change+433 (+7%)
Value$525.3K (-$13.0K)
Filed 2026-10-22
Plimoth Trust Co LLC
DECREASED
Shares6,912 from 7,397
Change-485 (-7%)
Value$524.1K (-$88.9K)
Filed 2026-10-26
Sterling Capital Management LLC
DECREASED
Shares6,873 from 7,107
Change-234 (-3%)
Value$521.1K (-$67.8K)
Filed 2026-10-22
Blue Trust, Inc.
DECREASED
Shares6,752 from 7,797
Change-1,045 (-13%)
Value$511.9K (-$134.2K)
Filed 2026-10-15
Kingswood Wealth Advisors, LLC
INCREASED
Shares6,752 from 6,122
Change+630 (+10%)
Value$512.0K (+$4.6K)
Filed 2026-10-23
Jeppson Wealth Management, LLC
DECREASED
Shares6,585 from 6,646
Change-61 (-1%)
Value$499.3K (-$51.5K)
Filed 2026-10-20
Moors & Cabot, Inc.
INCREASED
Shares6,388 from 6,142
Change+246 (+4%)
Value$484.3K (-$24.6K)
Filed 2026-11-06
Sagespring Wealth Partners, LLC
DECREASED
Shares6,272 from 6,982
Change-710 (-10%)
Value$475.6K (-$103.1K)
Filed 2026-10-22
RFG Advisory, LLC
INCREASED
Shares6,194 from 5,200
Change+994 (+19%)
Value$469.6K (+$38.7K)
Filed 2026-11-03
Brown, Lisle Ings, Inc.
INCREASED
Shares6,179 from 6,114
Change+65 (+1%)
Value$468.5K (-$38.2K)
Filed 2026-10-16
Valeo Financial Advisors, LLC
INCREASED
Shares6,056 from 5,274
Change+782 (+15%)
Value$459.2K (+$22.1K)
Filed 2026-10-08
Xponance LLC
INCREASED
Shares6,049 from 5,213
Change+836 (+16%)
Value$458.6K (+$26.6K)
Filed 2026-11-03
Park Place Capital Corp
INCREASED
Shares5,946 from 5,727
Change+219 (+4%)
Value$450.8K (-$23.8K)
Filed 2026-11-09
Samalin Investment Counsel, LLC
INCREASED
Shares5,815 from 5,688
Change+127 (+2%)
Value$440.9K (-$30.5K)
Filed 2026-10-23
Joel Isaacson & Co., LLC
INCREASED
Shares5,737 from 5,734
Change+3 (+0%)
Value$435.0K (-$40.2K)
Filed 2026-11-05
First County Bank
DECREASED
Shares5,706 from 7,242
Change-1,536 (-21%)
Value$432.6K (-$167.5K)
Filed 2026-10-13
Kathmere Capital Management, LLC
DECREASED
Shares5,616 from 6,562
Change-946 (-14%)
Value$425.8K (-$118.0K)
Filed 2026-10-20
Indivisible Partners
INCREASED
Shares5,362 from 5,114
Change+248 (+5%)
Value$406.6K (-$17.2K)
Filed 2026-10-26
Allworth Financial LP
INCREASED
Shares5,312 from 5,057
Change+255 (+5%)
Value$440.2K (+$21.1K)
Filed 2026-11-06
Todd Asset Management LLC
INCREASED
Shares5,244 from 5,042
Change+202 (+4%)
Value$397.6K (-$20.2K)
Filed 2026-10-27
Diversify Wealth Management, LLC
INCREASED
Shares5,209 from 4,329
Change+880 (+20%)
Value$411.9K (+$60.3K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares5,209 from 4,329
Change+880 (+20%)
Value$411.9K (+$60.3K)
Filed 2026-10-20
Parallel Advisors, LLC
DECREASED
Shares5,134 from 5,416
Change-282 (-5%)
Value$389.2K (-$59.7K)
Filed 2026-11-03
Viking Fund Management LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$379.1K (-$35.3K)
Filed 2026-10-14
Meridian Wealth Management, LLC
INCREASED
Shares4,785 from 4,754
Change+31 (+1%)
Value$362.8K (-$31.2K)
Filed 2026-11-05
Capital Investment Advisory Services, LLC
INCREASED
Shares4,713 from 2,983
Change+1,730 (+58%)
Value$355.9K (+$108.7K)
Filed 2026-10-30
Sky Investment Group LLC
NEW
Shares4,590
Change+4,590
Value$348.0K
Filed 2026-10-30
Collaborative Fund Advisors, LLC
NEW
Shares4,570
Change+4,570
Value$346.5K
Filed 2026-11-02
Gamma Investing LLC
DECREASED
Shares4,520 from 4,904
Change-384 (-8%)
Value$342.7K (-$63.7K)
Filed 2026-10-08
Formidable Asset Management, LLC
DECREASED
Shares4,505 from 4,599
Change-94 (-2%)
Value$373.3K (-$15.8K)
Filed 2026-11-03
Sage Rhino Capital LLC
DECREASED
Shares4,498 from 4,911
Change-413 (-8%)
Value$341.0K (-$65.9K)
Filed 2026-10-28
Laurel OAK Wealth Management, LLC
UNCHANGED
Shares4,445 from 4,445
Change0 (0%)
Value$337.0K (-$31.3K)
Filed 2026-10-19
Grove Bank & Trust
INCREASED
Shares4,332 from 4,227
Change+105 (+2%)
Value$328.5K (-$21.8K)
Filed 2026-10-08
May Hill Capital, LLC
DECREASED
Shares4,263 from 4,795
Change-532 (-11%)
Value$323.2K (-$74.1K)
Filed 2026-11-03
PDS Planning, Inc
DECREASED
Shares4,224 from 4,248
Change-24 (-1%)
Value$320.3K (-$31.8K)
Filed 2026-11-03
Aprio Wealth Management, LLC
INCREASED
Shares4,130 from 3,701
Change+429 (+12%)
Value$313.1K (+$6.4K)
Filed 2026-10-28
Fifth Third Bancorp
INCREASED
Shares4,121 from 3,337
Change+784 (+23%)
Value$312.5K (+$35.9K)
Filed 2026-11-05
Frank, Rimerman Advisors LLC
INCREASED
Shares4,073 from 3,884
Change+189 (+5%)
Value$308.8K (-$13.1K)
Filed 2026-10-16
Focused Alpha, LLC
INCREASED
Shares4,001 from 3,840
Change+161 (+4%)
Value$303.4K (-$14.9K)
Filed 2026-10-20
Net Worth Advisory Group
INCREASED
Shares3,966 from 3,413
Change+553 (+16%)
Value$298.7K (+$15.9K)
Filed 2026-10-20
Sowell Financial Services LLC
INCREASED
Shares3,957 from 2,858
Change+1,099 (+38%)
Value$300.0K (+$63.1K)
Filed 2026-10-23
EverSource Wealth Advisors, LLC
INCREASED
Shares3,906 from 3,464
Change+442 (+13%)
Value$296.1K (+$9.1K)
Filed 2026-11-04
Apollon Wealth Management, LLC
INCREASED
Shares3,867 from 3,067
Change+800 (+26%)
Value$293.2K (+$39.1K)
Filed 2026-10-23
Prospera Financial Services Inc
DECREASED
Shares3,821 from 9,157
Change-5,336 (-58%)
Value$320.8K (-$438.0K)
Filed 2026-11-04
Franklin Street Advisors Inc
UNCHANGED
Shares3,800 from 3,800
Change0 (0%)
Value$288.1K (-$26.8K)
Filed 2026-10-13
Greenleaf Trust
DECREASED
Shares3,771 from 5,164
Change-1,393 (-27%)
Value$285.9K (-$142.0K)
Filed 2026-10-29
Alta Capital Management LLC/
DECREASED
Shares3,691 from 3,857
Change-166 (-4%)
Value$279.9K (-$39.8K)
Filed 2026-10-26
Everett Harris & Co
UNCHANGED
Shares3,682 from 3,682
Change0 (0%)
Value$279.2K (-$26.0K)
Filed 2026-10-28
Harbour Investments, Inc.
INCREASED
Shares3,643 from 3,642
Change+1 (+0%)
Value$276.2K (-$25.6K)
Filed 2026-11-09
Deutsche Bank Ag\
UNCHANGED
Shares3,599 from 3,599
Change0 (0%)
Value$272.9K (-$25.4K)
Filed 2026-11-06
71 West Capital Partners
INCREASED
Shares3,594 from 2,955
Change+639 (+22%)
Value$272.5K (+$27.6K)
Filed 2026-11-04
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares3,518 from 3,220
Change+298 (+9%)
Value$266.7K (-$106)
Filed 2026-10-27
Wedmont Private Capital
INCREASED
Shares3,453 from 2,748
Change+705 (+26%)
Value$266.2K (+$39.3K)
Filed 2026-10-09
Thrivent Financial for Lutherans
DECREASED
Shares3,430 from 5,009
Change-1,579 (-32%)
Value$258 (-$416.7K)
Filed 2026-11-05
Genesis Private Wealth, LLC
INCREASED
Shares3,366 from 3,045
Change+321 (+11%)
Value$255.2K (+$2.9K)
Filed 2026-11-02
Money Concepts Capital Corp
DECREASED
Shares3,361 from 4,224
Change-863 (-20%)
Value$254.9K (-$95.2K)
Filed 2026-11-06
Asset One Wealth Management LLC
NEW
Shares3,329
Change+3,329
Value$252.4K
Filed 2026-11-02
West Family Investments, Inc.
NEW
Shares3,287
Change+3,287
Value$249.2K
Filed 2026-11-09
OpenArc Corporate Advisory, LLC
NEW
Shares3,234
Change+3,234
Value$245.2K
Filed 2026-10-21
Anchyra Partners LLC
INCREASED
Shares3,225 from 3,068
Change+157 (+5%)
Value$244.5K (-$9.7K)
Filed 2026-10-13
Focus Financial Network, Inc.
NEW
Shares3,220
Change+3,220
Value$244.1K
Filed 2026-10-14
High Net Worth Advisory Group LLC
UNCHANGED
Shares3,209 from 3,209
Change0 (0%)
Value$243.3K (-$22.6K)
Filed 2026-10-26
Walkner Condon Financial Advisors LLC
NEW
Shares3,098
Change+3,098
Value$234.9K
Filed 2026-11-02
LongView Wealth Management
UNCHANGED
Shares3,047 from 3,047
Change0 (0%)
Value$231.0K (-$21.5K)
Filed 2026-10-19
HUB Investment Partners, LLC
DECREASED
Shares3,018 from 3,110
Change-92 (-3%)
Value$228.8K (-$28.9K)
Filed 2026-11-03
180 Wealth Advisors, LLC
DECREASED
Shares2,993 from 3,403
Change-410 (-12%)
Value$226.9K (-$55.1K)
Filed 2026-11-03
Claro Advisors Inc.
NEW
Shares2,896
Change+2,896
Value$219.6K
Filed 2026-11-02
Brighton Jones LLC
INCREASED
Shares2,800 from 2,674
Change+126 (+5%)
Value$212.3K (-$9.3K)
Filed 2026-11-03
Gallacher Capital Management LLC
DECREASED
Shares2,785 from 3,700
Change-915 (-25%)
Value$211.2K (-$95.4K)
Filed 2026-10-30
Wilmington Savings Fund Society, FSB
INCREASED
Shares2,757 from 2,745
Change+12 (+0%)
Value$209.0K (-$18.4K)
Filed 2026-10-23
J.M. Arbour, LLC
NEW
Shares2,751
Change+2,751
Value$208.6K
Filed 2026-11-05
Granite Group Advisors, LLC
UNCHANGED
Shares2,732 from 2,732
Change0 (0%)
Value$207.1K (-$19.3K)
Filed 2026-10-14
Csenge Advisory Group
NEW
Shares2,656
Change+2,656
Value$201.3K
Filed 2026-11-04
Sovran Advisors, LLC
NEW
Shares2,502
Change+2,502
Value$210.7K
Filed 2026-11-02
Lloyd Advisory Services, Llc.
INCREASED
Shares2,383 from 2,128
Change+255 (+12%)
Value$180.7K (+$4.3K)
Filed 2026-11-02
Private Trust Co NA
INCREASED
Shares2,325 from 2,087
Change+238 (+11%)
Value$176.3K (+$3.3K)
Filed 2026-10-20
Cromwell Holdings LLC
DECREASED
Shares2,253 from 2,480
Change-227 (-9%)
Value$170.8K (-$34.7K)
Filed 2026-10-28
Hilltop National Bank
UNCHANGED
Shares2,197 from 2,197
Change0 (0%)
Value$166.6K (-$15.5K)
Filed 2026-10-14
Hartford Financial Management Inc.
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$151.6K (-$14.1K)
Filed 2026-10-21
Clearstead Advisors, LLC
INCREASED
Shares1,929 from 1,853
Change+76 (+4%)
Value$146.2K (-$7.4K)
Filed 2026-11-06
Bank of New Hampshire
UNCHANGED
Shares1,914 from 1,914
Change0 (0%)
Value$145.1K (-$13.5K)
Filed 2026-10-06
Montag A & Associates Inc
INCREASED
Shares1,581 from 1,515
Change+66 (+4%)
Value$119.9K (-$5.7K)
Filed 2026-10-29
Mather Group, Llc.
INCREASED
Shares1,490 from 585
Change+905 (+155%)
Value$113.0K (+$64.5K)
Filed 2026-10-14
V-Square Quantitative Management LLC
DECREASED
Shares1,447 from 1,459
Change-12 (-1%)
Value$109.7K (-$11.2K)
Filed 2026-10-15
Bayban
UNCHANGED
Shares1,270 from 1,270
Change0 (0%)
Value$105.2K ($0)
Filed 2026-11-05
First Command Advisory Services, Inc.
INCREASED
Shares1,247 from 802
Change+445 (+55%)
Value$94.5K (+$28.1K)
Filed 2026-11-05
Barrett & Company, Inc.
UNCHANGED
Shares1,223 from 1,223
Change0 (0%)
Value$92.7K (-$8.6K)
Filed 2026-10-22
Asset Dedication, LLC
DECREASED
Shares1,203 from 1,213
Change-10 (-1%)
Value$91.2K (-$9.3K)
Filed 2026-11-03
Eastern Bank
UNCHANGED
Shares1,119 from 1,119
Change0 (0%)
Value$84.8K (-$7.9K)
Filed 2026-10-05
Armstrong Advisory Group, Inc
DECREASED
Shares1,079 from 1,456
Change-377 (-26%)
Value$81.8K (-$38.9K)
Filed 2026-10-09
Owl Creek Wealth Partners LLC
INCREASED
Shares1,024 from 972
Change+52 (+5%)
Value$77.6K (-$2.9K)
Filed 2026-10-20
Larson Financial Group LLC
INCREASED
Shares1,012 from 921
Change+91 (+10%)
Value$76.7K (+$386)
Filed 2026-11-05
Trust Co of Vermont
INCREASED
Shares980 from 901
Change+79 (+9%)
Value$74.3K (-$362)
Filed 2026-10-21
MTM Investment Management, LLC
UNCHANGED
Shares964 from 964
Change0 (0%)
Value$73.1K (-$6.8K)
Filed 2026-10-30
Central Trust Co
DECREASED
Shares961 from 973
Change-12 (-1%)
Value$72.9K (-$7.8K)
Filed 2026-11-05
IFG Advisory, LLC
INCREASED
Shares879 from 871
Change+8 (+1%)
Value$66.6K (-$5.5K)
Filed 2026-11-09
Richardson Financial Services Inc.
INCREASED
Shares843 from 472
Change+371 (+79%)
Value$63.9K (+$24.8K)
Filed 2026-10-30
Geneos Wealth Management Inc.
INCREASED
Shares836 from 526
Change+310 (+59%)
Value$63.4K (+$19.8K)
Filed 2026-11-09
Community Bank, N.A.
UNCHANGED
Shares768 from 768
Change0 (0%)
Value$58.2K (-$5.4K)
Filed 2026-11-06
Jacobi Capital Management LLC
NEW
Shares737
Change+737
Value$55.9K
Filed 2026-11-05
Avion Wealth
UNCHANGED
Shares736 from 736
Change0 (0%)
Value$55 (-$5)
Filed 2026-11-04
True Wealth Design, LLC
INCREASED
Shares661 from 357
Change+304 (+85%)
Value$50.1K (+$20.5K)
Filed 2026-10-13
Parkside Financial Bank & Trust
INCREASED
Shares651 from 569
Change+82 (+14%)
Value$49.4K (+$2.2K)
Filed 2026-10-27
Signature Equity Partners, LLC
INCREASED
Shares598 from 332
Change+266 (+80%)
Value$45.3K (+$17.8K)
Filed 2026-10-29
First Horizon Corp
DECREASED
Shares593 from 613
Change-20 (-3%)
Value$45.0K (-$5.8K)
Filed 2026-10-26
Coston, McIsaac & Partners
UNCHANGED
Shares577 from 577
Change0 (0%)
Value$43.7K (+$43.7K)
Filed 2026-11-06
High Point Wealth Management, LLC
UNCHANGED
Shares559 from 559
Change0 (0%)
Value$42.4K (-$3.9K)
Filed 2026-11-05
Root Financial Partners, LLC
NEW
Shares541
Change+541
Value$41.0K
Filed 2026-10-21
Heritage Family Offices, LLP
NEW
Shares525
Change+525
Value$39.8K
Filed 2026-11-02
Silver Grove Financial Group, Inc.
INCREASED
Shares478 from 412
Change+66 (+16%)
Value$36.2K (+$2.1K)
Filed 2026-11-05
Salomon & Ludwin, LLC
UNCHANGED
Shares475 from 475
Change0 (0%)
Value$36.0K (-$2.1K)
Filed 2026-10-29
Nisa Investment Advisors, LLC
INCREASED
Shares459 from 457
Change+2 (+0%)
Value$34.8K (-$3.1K)
Filed 2026-10-20
Ascentis Independent Advisors
NEW
Shares454
Change+454
Value$34.4K
Filed 2026-11-03
Westside Investment Management, Inc.
UNCHANGED
Shares454 from 454
Change0 (0%)
Value$34.6K (-$3.1K)
Filed 2026-11-02
Pathway Financial Advisers, LLC
NEW
Shares448
Change+448
Value$33.9K
Filed 2026-10-27
Hilton Head Capital Partners, LLC
UNCHANGED
Shares439 from 439
Change0 (0%)
Value$33.3K (-$3.1K)
Filed 2026-10-23
Addison Advisors LLC
INCREASED
Shares437 from 417
Change+20 (+5%)
Value$33.1K (-$1.4K)
Filed 2026-11-06
James T. Borello RIA
INCREASED
Shares433 from 288
Change+145 (+50%)
Value$32.8K (+$9.0K)
Filed 2026-10-16
Hager Investment Management Services, LLC
NEW
Shares425
Change+425
Value$32.2K
Filed 2026-11-04
Financial Consulate, Inc
INCREASED
Shares410 from 385
Change+25 (+6%)
Value$31.1K (-$818)
Filed 2026-10-23
UMB Bank, n.a.
UNCHANGED
Shares399 from 399
Change0 (0%)
Value$30.3K (-$2.8K)
Filed 2026-11-06
Cullen T Bankers, Inc.
INCREASED
Shares377 from 334
Change+43 (+13%)
Value$28.6K (+$944)
Filed 2026-10-28
Bayforest Capital Ltd
INCREASED
Shares373 from 94
Change+279 (+297%)
Value$28.3K (+$20.5K)
Filed 2026-11-03
Proathlete Wealth Management LLC
INCREASED
Shares351 from 71
Change+280 (+394%)
Value$26.6K (+$20.7K)
Filed 2026-10-15
DeDora Capital, Inc.
NEW
Shares275
Change+275
Value$20.9K
Filed 2026-10-26
Canton Hathaway, LLC
UNCHANGED
Shares275 from 275
Change0 (0%)
Value$20.9K (-$1.9K)
Filed 2026-10-23
CoreCap Advisors, LLC
INCREASED
Shares251 from 147
Change+104 (+71%)
Value$19.0K (+$6.8K)
Filed 2026-10-08
Caldwell Trust Co
UNCHANGED
Shares246 from 246
Change0 (0%)
Value$18.7K (-$1.7K)
Filed 2026-10-30
JFS Wealth Advisors, LLC
INCREASED
Shares244 from 240
Change+4 (+2%)
Value$18.5K (-$1.4K)
Filed 2026-11-03
Buck Wealth Strategies, LLC
INCREASED
Shares236 from 212
Change+24 (+11%)
Value$17.9K (+$326)
Filed 2026-10-28
Blueline Advisors LLC
NEW
Shares233
Change+233
Value$17.7K
Filed 2026-10-15
Highline Wealth Partners LLC
INCREASED
Shares229 from 161
Change+68 (+42%)
Value$17.4K (+$4.0K)
Filed 2026-10-19
Triumph Capital Management
UNCHANGED
Shares228 from 228
Change0 (0%)
Value$17.3K (-$1.6K)
Filed 2026-10-14
Smithfield Trust Co
UNCHANGED
Shares222 from 222
Change0 (0%)
Value$17 (-$2)
Filed 2026-11-09
Physician Wealth Advisors, Inc.
INCREASED
Shares219 from 214
Change+5 (+2%)
Value$16.6K (-$1.1K)
Filed 2026-10-20
Citizens National Bank Trust Department
UNCHANGED
Shares219 from 219
Change0 (0%)
Value$16.6K (-$1.5K)
Filed 2026-11-04
Planning Strategies Inc.
INCREASED
Shares213 from 185
Change+28 (+15%)
Value$16.2K (+$819)
Filed 2026-10-02
Pinnacle Bancorp, Inc.
INCREASED
Shares202 from 114
Change+88 (+77%)
Value$15.3K (+$5.9K)
Filed 2026-10-21
Cassaday & Co Wealth Management LLC
INCREASED
Shares201 from 8
Change+193 (+2413%)
Value$15.2K (+$14.6K)
Filed 2026-10-27
Bare Financial Services, Inc
INCREASED
Shares189 from 174
Change+15 (+9%)
Value$14.3K (-$89)
Filed 2026-11-04
Gables Capital Management Inc.
UNCHANGED
Shares183 from 183
Change0 (0%)
Value$13.9K (-$1.3K)
Filed 2026-11-04
Spire Wealth Management
UNCHANGED
Shares182 from 182
Change0 (0%)
Value$13.8K (-$1.3K)
Filed 2026-10-30
GHP Investment Advisors, Inc.
INCREASED
Shares177 from 19
Change+158 (+832%)
Value$13.4K (+$11.8K)
Filed 2026-10-15
Financial Management Professionals, Inc.
DECREASED
Shares175 from 211
Change-36 (-17%)
Value$13.3K (-$4.2K)
Filed 2026-10-23
Trust Co of Toledo NA
DECREASED
Shares169 from 582
Change-413 (-71%)
Value$12.8K (-$35.4K)
Filed 2026-10-16
Ares Financial Consulting, LLC
UNCHANGED
Shares161 from 161
Change0 (0%)
Value$12.2K (-$1.1K)
Filed 2026-10-19
SJS Investment Consulting Inc.
DECREASED
Shares158 from 172
Change-14 (-8%)
Value$12.0K (-$2.3K)
Filed 2026-10-26
West Financial Advisors, LLC
NEW
Shares156
Change+156
Value$11.8K
Filed 2026-10-22
Elevated Capital Advisors, LLC
UNCHANGED
Shares144 from 144
Change0 (0%)
Value$10.9K (-$1.0K)
Filed 2026-11-04
Country Trust Bank
UNCHANGED
Shares138 from 138
Change0 (0%)
Value$10.5K (-$973)
Filed 2026-10-30
Rossby Financial, LCC
INCREASED
Shares133 from 77
Change+56 (+73%)
Value$10.1K (+$3.7K)
Filed 2026-11-05
Acumen Wealth Advisors, LLC
INCREASED
Shares130 from 49
Change+81 (+165%)
Value$9.9K (+$5.8K)
Filed 2026-11-05
Activest Wealth Management
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$9.8K (-$914)
Filed 2026-10-15
Tounjian Advisory Partners, LLC
INCREASED
Shares129 from 126
Change+3 (+2%)
Value$9.8K (-$631)
Filed 2026-11-04
Quest 10 Wealth Builders, Inc.
INCREASED
Shares129 from 128
Change+1 (+1%)
Value$9.8K (-$828)
Filed 2026-11-02
Elyxium Wealth, LLC
NEW
Shares127
Change+127
Value$9.6K
Filed 2026-10-27
KFG LLC
NEW
Shares126
Change+126
Value$9.6K
Filed 2026-11-02
Rosenberg Matthew Hamilton
UNCHANGED
Shares121 from 121
Change0 (0%)
Value$9.2K (-$854)
Filed 2026-10-05
WPG Advisers, LLC
DECREASED
Shares111 from 114
Change-3 (-3%)
Value$8.4K (-$1.0K)
Filed 2026-10-27
Ascentis Wealth Management, LLC
NEW
Shares109
Change+109
Value$8.3K
Filed 2026-11-03
Birch Financial Group, LLC
NEW
Shares104
Change+104
Value$7.9K
Filed 2026-10-27
Bangor Savings Bank
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$7.6K (-$705)
Filed 2026-10-06
Archer Investment Corp
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$7.6K (-$705)
Filed 2026-11-05
Financial Network Wealth Advisors LLC
UNCHANGED
Shares91 from 91
Change0 (0%)
Value$6.9K (-$641)
Filed 2026-10-28
Coastline Trust Co
UNCHANGED
Shares91 from 91
Change0 (0%)
Value$6.9K (-$641)
Filed 2026-10-01
New England Capital Financial Advisors LLC
UNCHANGED
Shares91 from 91
Change0 (0%)
Value$6.9K (-$642)
Filed 2026-11-03
PlanVest Financial, Inc
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$6.4K (-$599)
Filed 2026-11-09
Essential Partners LLC
INCREASED
Shares83 from 6
Change+77 (+1283%)
Value$6.3K (+$5.8K)
Filed 2026-10-14
N.E.W. Advisory Services LLC
INCREASED
Shares76 from 41
Change+35 (+85%)
Value$5.8K (+$2.4K)
Filed 2026-11-09
Harbor Asset Planning, Inc.
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$5.8K (-$536)
Filed 2026-10-23
Retirement Wealth Solutions LLC
DECREASED
Shares70 from 75
Change-5 (-7%)
Value$5.3K (-$908)
Filed 2026-10-07
Caitong International Asset Management Co., Ltd
DECREASED
Shares68 from 1,968
Change-1,900 (-97%)
Value$5.2K (-$157.9K)
Filed 2026-10-29
Creative Capital Management Investments LLC
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$4.3K (-$402)
Filed 2026-10-28
Bell Investment Advisors, Inc
DECREASED
Shares55 from 61
Change-6 (-10%)
Value$4.2K (-$885)
Filed 2026-10-29
North Star Investment Management Corp.
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$4.2K (-$388)
Filed 2026-10-27
Jnba Financial Advisors
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$3.8K (-$353)
Filed 2026-11-03
Oakworth Capital, Inc.
NEW
Shares47
Change+47
Value$3.6K
Filed 2026-10-26
Nemes Rush Group LLC
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$3.6K (-$331)
Filed 2026-11-04
DecisionPoint Financial, LLC
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$2.9K (-$184)
Filed 2026-10-27
Motco
INCREASED
Shares36 from 35
Change+1 (+3%)
Value$2.7K (-$170)
Filed 2026-11-09
MV Capital Management, Inc.
INCREASED
Shares35 from 22
Change+13 (+59%)
Value$2.7K (+$830)
Filed 2026-10-29
Godsey & Gibb, Inc
NEW
Shares34
Change+34
Value$2.6K
Filed 2026-10-14
Financial Perspectives, Inc
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$2.6K (-$243)
Filed 2026-11-03
Elevation Wealth Partners, LLC
INCREASED
Shares33 from 12
Change+21 (+175%)
Value$2.5K (+$1.5K)
Filed 2026-10-07
Noble Wealth Management PBC
INCREASED
Shares32 from 28
Change+4 (+14%)
Value$2.4K (+$106)
Filed 2026-10-01
Park Square Financial Group, LLC
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$2.4K (-$219)
Filed 2026-11-09
Quent Capital, LLC
DECREASED
Shares30 from 35
Change-5 (-14%)
Value$2.5K (-$405)
Filed 2026-11-09
City State Bank
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$2.0K (-$184)
Filed 2026-10-20
First Bancorp, Inc
NEW
Shares25
Change+25
Value$1.9K
Filed 2026-10-26
Tidemark, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$1.9K (-$176)
Filed 2026-11-09
Burk Holdings LLC
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$1.8K (-$169)
Filed 2026-11-05
Fortis Group Advisors, LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$1.7K (-$155)
Filed 2026-11-06
Arlington Trust Co LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$1.7K (-$155)
Filed 2026-10-20
Fairman Group, LLC
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$1.4K (-$134)
Filed 2026-10-26
Key Capital Management, Inc
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$1.4K (-$127)
Filed 2026-11-03
Key FInancial Inc
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$1.4K (-$127)
Filed 2026-11-02
Center for Financial Planning, Inc.
NEW
Shares17
Change+17
Value$1.3K
Filed 2026-10-26
Downshift Financial, LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$1.3K (-$120)
Filed 2026-10-13
Dogwood Wealth Management LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$1.3K (-$120)
Filed 2026-11-09
American Capital Advisory, LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$1.2K (-$112)
Filed 2026-10-28
Highland Investment Advisors LLC
DECREASED
Shares14 from 15
Change-1 (-7%)
Value$1.1K (-$182)
Filed 2026-11-09
Albion Financial Group
NEW
Shares13
Change+13
Value$980
Filed 2026-10-21
Creative Financial Designs Inc
DECREASED
Shares11 from 12
Change-1 (-8%)
Value$834 (-$150)
Filed 2026-11-04
Caldwell Sutter Capital, Inc.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$758 (-$71)
Filed 2026-11-09
Monetary Solutions, Ltd
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$682 (-$64)
Filed 2026-10-22
StrongBox Wealth, LLC
NEW
Shares7
Change+7
Value$531
Filed 2026-11-02
Gilpin Wealth Management, LLC
NEW
Shares7
Change+7
Value$531
Filed 2026-10-09
Mosley Wealth Management
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$553 (-$27)
Filed 2026-10-16
Trust Co
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$455 (-$42)
Filed 2026-10-09
Mondrian Investment Partners LTD
DECREASED
Shares5 from 21
Change-16 (-76%)
Value$390 (-$1.4K)
Filed 2026-10-23
Abound Wealth Management
DECREASED
Shares4 from 8
Change-4 (-50%)
Value$304 (-$359)
Filed 2026-10-26
Darwin Wealth Management, LLC
INCREASED
Shares2 from 0
Change+2
Value$224 (+$196)
Filed 2026-11-09
RMG Wealth Management LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$188 (+$4)
Filed 2026-10-26
Lockheed Martin Investment Management Co
CLOSED
Shares0 from 214,300
Change-214,300 (-100%)
Value$0 (-$17.8M)
Filed 2026-11-04
Imc-Chicago, LLC
CLOSED
Shares0 from 8,018
Change-8,018 (-100%)
Value$0 (-$664.5K)
Filed 2026-11-05
Cordatus Wealth Management LLC
CLOSED
Shares0 from 5,760
Change-5,760 (-100%)
Value$0 (-$477.3K)
Filed 2026-10-19
Sunpointe, LLC
CLOSED
Shares0 from 4,179
Change-4,179 (-100%)
Value$0 (-$346.3K)
Filed 2026-10-22
R Squared Ltd
CLOSED
Shares0 from 3,921
Change-3,921 (-100%)
Value$0 (-$324.9K)
Filed 2026-11-06
55 North Private Wealth, LLC
CLOSED
Shares0 from 3,421
Change-3,421 (-100%)
Value$0 (-$283.5K)
Filed 2026-10-20
Daymark Wealth Partners, LLC
CLOSED
Shares0 from 2,775
Change-2,775 (-100%)
Value$0 (-$230.0K)
Filed 2026-11-04
Revolve Wealth Partners, LLC
CLOSED
Shares0 from 2,692
Change-2,692 (-100%)
Value$0 (-$223.1K)
Filed 2026-10-23
Emerald Advisors, LLC
CLOSED
Shares0 from 2,669
Change-2,669 (-100%)
Value$0 (-$221.2K)
Filed 2026-10-13
Primoris Wealth Advisors, LLC
CLOSED
Shares0 from 2,572
Change-2,572 (-100%)
Value$0 (-$213.1K)
Filed 2026-10-28
Brucke Financial, Inc.
CLOSED
Shares0 from 2,468
Change-2,468 (-100%)
Value$0 (-$204.5K)
Filed 2026-10-23
Resonant Capital Advisors, LLC
CLOSED
Shares0 from 2,431
Change-2,431 (-100%)
Value$0 (-$201.5K)
Filed 2026-10-15
Sigma Planning Corp
CLOSED
Shares0 from 2,427
Change-2,427 (-100%)
Value$0 (-$201.2K)
Filed 2026-10-23
Concord Wealth Partners
CLOSED
Shares0 from 2,162
Change-2,162 (-100%)
Value$0 (-$179.2K)
Filed 2026-11-02
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,435
Change-1,435 (-100%)
Value$0 (-$118.9K)
Filed 2026-10-15
Paradigm Asset Management Co LLC
CLOSED
Shares0 from 816
Change-816 (-100%)
Value$0 (-$67.6K)
Filed 2026-11-05
Cornerstone Planning Group LLC
CLOSED
Shares0 from 408
Change-408 (-100%)
Value$0 (-$34.2K)
Filed 2026-10-16
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 259
Change-259 (-100%)
Value$0 (-$21.5K)
Filed 2026-11-06
Salem Investment Counselors Inc
CLOSED
Shares0 from 168
Change-168 (-100%)
Value$0 (-$13.9K)
Filed 2026-10-13
NBT Bank, N.A.
CLOSED
Shares0 from 166
Change-166 (-100%)
Value$0 (-$13.8K)
Filed 2026-10-21
SouthState Bank Corp
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$8.3K)
Filed 2026-11-09
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 67
Change-67 (-100%)
Value$0 (-$5.6K)
Filed 2026-10-14
West Paces Advisors Inc.
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$3.3K)
Filed 2026-10-13
GoalVest Advisory LLC
CLOSED
Shares0 from 26
Change-26 (-100%)
Value$0 (-$2.2K)
Filed 2026-10-02
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 18
Change-18 (-100%)
Value$0 (-$1.5K)
Filed 2026-10-16
Trifecta Capital Advisors, LLC
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-21
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$912)
Filed 2026-11-04
Gen-Wealth Partners Inc
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$829)
Filed 2026-11-04
CKW Financial Group
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 ($0)
Filed 2026-10-29
Bank of America Corp
N/A
Shares— from 4,812,152
Change-4,812,152 (-100%)
Value—
FMR LLC
N/A
Shares— from 4,730,132
Change-4,730,132 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 3,711,225
Change-3,711,225 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,575,054
Change-3,575,054 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 2,444,770
Change-2,444,770 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 2,397,738
Change-2,397,738 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,272,626
Change-2,272,626 (-100%)
Value—
WCM Investment Management, LLC
N/A
Shares— from 2,191,417
Change-2,191,417 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 2,176,462
Change-2,176,462 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,165,393
Change-2,165,393 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,099,207
Change-2,099,207 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 1,894,298
Change-1,894,298 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 1,851,040
Change-1,851,040 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,536,450
Change-1,536,450 (-100%)
Value—
Milford Funds LTD
N/A
Shares— from 1,529,471
Change-1,529,471 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,463,830
Change-1,463,830 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,459,378
Change-1,459,378 (-100%)
Value—
Brandes Investment Partners, LP
N/A
Shares— from 1,345,982
Change-1,345,982 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 1,079,413
Change-1,079,413 (-100%)
Value—
Standard Investments LLC
N/A
Shares— from 925,000
Change-925,000 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 815,548
Change-815,548 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 688,532
Change-688,532 (-100%)
Value—
Causeway Capital Management LLC
N/A
Shares— from 590,240
Change-590,240 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 479,737
Change-479,737 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 444,926
Change-444,926 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 429,028
Change-429,028 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 372,089
Change-372,089 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 367,231
Change-367,231 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 356,707
Change-356,707 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 309,958
Change-309,958 (-100%)
Value—
UBS Group AG
N/A
Shares— from 293,437
Change-293,437 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 263,927
Change-263,927 (-100%)
Value—
Beck Bode, LLC
N/A
Shares— from 220,124
Change-220,124 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 219,968
Change-219,968 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 199,343
Change-199,343 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 191,014
Change-191,014 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 174,115
Change-174,115 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 160,049
Change-160,049 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 159,614
Change-159,614 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 156,179
Change-156,179 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 153,204
Change-153,204 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 136,087
Change-136,087 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 130,538
Change-130,538 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 129,424
Change-129,424 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 127,969
Change-127,969 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 119,300
Change-119,300 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 112,638
Change-112,638 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 109,112
Change-109,112 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 108,332
Change-108,332 (-100%)
Value—
GQG Partners LLC
N/A
Shares— from 101,755
Change-101,755 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 100,641
Change-100,641 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 100,601
Change-100,601 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 99,975
Change-99,975 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 90,516
Change-90,516 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 89,486
Change-89,486 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 84,638
Change-84,638 (-100%)
Value—
Capital Innovations LLC
N/A
Shares— from 84,370
Change-84,370 (-100%)
Value—
&partners
N/A
Shares— from 81,806
Change-81,806 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 80,618
Change-80,618 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 76,696
Change-76,696 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 66,567
Change-66,567 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 66,003
Change-66,003 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 64,865
Change-64,865 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 62,901
Change-62,901 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 62,191
Change-62,191 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 62,059
Change-62,059 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 61,001
Change-61,001 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 59,810
Change-59,810 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 58,137
Change-58,137 (-100%)
Value—
TriCert Investment Counsel Inc.
N/A
Shares— from 56,745
Change-56,745 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 56,586
Change-56,586 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 54,091
Change-54,091 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 53,518
Change-53,518 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 50,224
Change-50,224 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 46,067
Change-46,067 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 45,669
Change-45,669 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 44,883
Change-44,883 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 44,004
Change-44,004 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 42,346
Change-42,346 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 42,180
Change-42,180 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 42,117
Change-42,117 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 41,619
Change-41,619 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 40,300
Change-40,300 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 39,795
Change-39,795 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 37,747
Change-37,747 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 30,612
Change-30,612 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 29,602
Change-29,602 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 28,864
Change-28,864 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 28,117
Change-28,117 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 26,850
Change-26,850 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 26,656
Change-26,656 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 26,342
Change-26,342 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 26,312
Change-26,312 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 26,010
Change-26,010 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 26,007
Change-26,007 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 25,630
Change-25,630 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 25,351
Change-25,351 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 24,531
Change-24,531 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 24,192
Change-24,192 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 23,519
Change-23,519 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 23,435
Change-23,435 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 22,774
Change-22,774 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 22,309
Change-22,309 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 22,192
Change-22,192 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 20,946
Change-20,946 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 20,896
Change-20,896 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 20,560
Change-20,560 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 20,344
Change-20,344 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 17,458
Change-17,458 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 17,177
Change-17,177 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 16,940
Change-16,940 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 16,486
Change-16,486 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 16,457
Change-16,457 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 15,904
Change-15,904 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 15,005
Change-15,005 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 14,140
Change-14,140 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 14,007
Change-14,007 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 13,667
Change-13,667 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 13,365
Change-13,365 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 12,974
Change-12,974 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 12,583
Change-12,583 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 12,525
Change-12,525 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 12,102
Change-12,102 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 12,071
Change-12,071 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 12,012
Change-12,012 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 11,420
Change-11,420 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 11,397
Change-11,397 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 11,345
Change-11,345 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 11,310
Change-11,310 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 11,141
Change-11,141 (-100%)
Value—
State Street Corp
N/A
Shares— from 10,953
Change-10,953 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 10,646
Change-10,646 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 10,614
Change-10,614 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 10,485
Change-10,485 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 10,247
Change-10,247 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 10,062
Change-10,062 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 10,017
Change-10,017 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 9,592
Change-9,592 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 9,514
Change-9,514 (-100%)
Value—
DV Equities, LLC
N/A
Shares— from 8,702
Change-8,702 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 8,669
Change-8,669 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 8,656
Change-8,656 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 8,632
Change-8,632 (-100%)
Value—
Stephens Inc
N/A
Shares— from 8,592
Change-8,592 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 8,520
Change-8,520 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 8,461
Change-8,461 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 8,425
Change-8,425 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 8,385
Change-8,385 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 8,142
Change-8,142 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 7,911
Change-7,911 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 7,855
Change-7,855 (-100%)
Value—
Blair William & Co
N/A
Shares— from 7,804
Change-7,804 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 7,701
Change-7,701 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 7,557
Change-7,557 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 7,508
Change-7,508 (-100%)
Value—
Future Fund LLC
N/A
Shares— from 7,393
Change-7,393 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 7,171
Change-7,171 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 7,036
Change-7,036 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 6,280
Change-6,280 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 6,212
Change-6,212 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 6,085
Change-6,085 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 5,993
Change-5,993 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 5,971
Change-5,971 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 5,946
Change-5,946 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 5,895
Change-5,895 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 5,703
Change-5,703 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 5,692
Change-5,692 (-100%)
Value—
Bridgefront Capital, LLC
N/A
Shares— from 5,510
Change-5,510 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 5,442
Change-5,442 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 5,385
Change-5,385 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 5,255
Change-5,255 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 5,189
Change-5,189 (-100%)
Value—
Commerce Bank
N/A
Shares— from 5,177
Change-5,177 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 5,095
Change-5,095 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 4,921
Change-4,921 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 4,779
Change-4,779 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 4,755
Change-4,755 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 4,566
Change-4,566 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 4,532
Change-4,532 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 4,465
Change-4,465 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 4,393
Change-4,393 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 4,341
Change-4,341 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 4,274
Change-4,274 (-100%)
Value—
American Trust Investment Advisors, LLC
N/A
Shares— from 4,227
Change-4,227 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 4,168
Change-4,168 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 4,037
Change-4,037 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 3,955
Change-3,955 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 3,853
Change-3,853 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 3,841
Change-3,841 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 3,827
Change-3,827 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 3,816
Change-3,816 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 3,790
Change-3,790 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 3,784
Change-3,784 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 3,770
Change-3,770 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 3,760
Change-3,760 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 3,639
Change-3,639 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 3,525
Change-3,525 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 3,524
Change-3,524 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 3,459
Change-3,459 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 3,453
Change-3,453 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 3,447
Change-3,447 (-100%)
Value—
Atlantic Family Wealth, LLC
N/A
Shares— from 3,318
Change-3,318 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 3,267
Change-3,267 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 3,227
Change-3,227 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 3,219
Change-3,219 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 3,208
Change-3,208 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 3,131
Change-3,131 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 3,101
Change-3,101 (-100%)
Value—
Calydon Capital
N/A
Shares— from 3,085
Change-3,085 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 2,920
Change-2,920 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 2,911
Change-2,911 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,889
Change-2,889 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 2,857
Change-2,857 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 2,793
Change-2,793 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 2,789
Change-2,789 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 2,788
Change-2,788 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 2,710
Change-2,710 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 2,668
Change-2,668 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 2,667
Change-2,667 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 2,623
Change-2,623 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 2,605
Change-2,605 (-100%)
Value—
Clayton Partners LLC
N/A
Shares— from 2,591
Change-2,591 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 2,590
Change-2,590 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 2,585
Change-2,585 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 2,535
Change-2,535 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 2,532
Change-2,532 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 2,481
Change-2,481 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 2,471
Change-2,471 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 2,420
Change-2,420 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 2,140
Change-2,140 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 2,066
Change-2,066 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,877
Change-1,877 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 1,640
Change-1,640 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 1,114
Change-1,114 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 1,104
Change-1,104 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 1,081
Change-1,081 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 958
Change-958 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 798
Change-798 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 781
Change-781 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 779
Change-779 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 740
Change-740 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 707
Change-707 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 480
Change-480 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 440
Change-440 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 435
Change-435 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 392
Change-392 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 351
Change-351 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 319
Change-319 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 285
Change-285 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 281
Change-281 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 264
Change-264 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 255
Change-255 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 235
Change-235 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 227
Change-227 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 222
Change-222 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 200
Change-200 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 186
Change-186 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 159
Change-159 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 153
Change-153 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 145
Change-145 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 130
Change-130 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 129
Change-129 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 122
Change-122 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 121
Change-121 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 114
Change-114 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 111
Change-111 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 109
Change-109 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 104
Change-104 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 92
Change-92 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 87
Change-87 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 77
Change-77 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 66
Change-66 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 60
Change-60 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 54
Change-54 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 47
Change-47 (-100%)
Value—
EFG International AG
N/A
Shares— from 43
Change-43 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 27
Change-27 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 17
Change-17 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 9
Change-9 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 5
Change-5 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 0
Change0
Value—
Status
LPL Financial LLC
INCREASED1,006,193872,761+133,432+15%$72.3M$76.3M+$4.0M2026-11-06
Dimensional Fund Advisors LP
INCREASED987,905915,839+72,066+8%$75.9M$74.9M-$992.7K2026-11-04
Bank of Montreal
INCREASED481,037455,287+25,750+6%$37.7M$36.5M-$1.3M2026-11-09
ABC Arbitrage SA
INCREASED359,541301,977+57,564+19%$25.0M$27.3M+$2.2M2026-10-23
Ferguson Wellman Capital Management, Inc
INCREASED317,204255,077+62,127+24%$21.1M$24.1M+$2.9M2026-10-05
Bank of New York Mellon Corp
DECREASED265,365276,705-11,340-4%$22.9M$20.1M-$2.8M2026-11-05
Truist Financial Corp
INCREASED204,420194,580+9,840+5%$16.1M$15.5M-$625.7K2026-10-30
Creative Planning
INCREASED203,840201,014+2,826+1%$16.7M$15.5M-$1.2M2026-11-02
Hennessy Advisors Inc
INCREASED198,844194,044+4,800+2%$16.1M$15.1M-$1.0M2026-10-28
Guardian Partners Inc.
DECREASED141,440143,310-1,870-1%$11.9M$10.7M-$1.2M2026-10-21
Oppenheimer Asset Management Inc.
INCREASED139,139136,185+2,954+2%$11.3M$10.5M-$736.1K2026-10-27
Crossmark Global Holdings, Inc.
DECREASED128,488133,089-4,601-3%$11.0M$9.7M-$1.3M2026-10-21
Miller Howard Investments Inc
DECREASED126,954127,803-849-1%$10.6M$9.6M-$965.4K2026-10-26
Davenport & Co LLC
INCREASED88,71575,863+12,852+17%$6.3M$6.7M+$439.6K2026-10-14
Atria Investments, Inc
INCREASED79,87067,245+12,625+19%$5.6M$6.1M+$483.1K2026-10-15
PNC Financial Services Group, Inc.
INCREASED78,79978,329+470+1%$6.5M$6.0M-$516.6K2026-11-06
Commonwealth Equity Services, LLC
DECREASED78,31880,249-1,931-2%$6.7M$5.9M-$712.2K2026-11-02
Gilman Hill Asset Management, LLC
INCREASED70,45269,612+840+1%$5.8M$5.3M-$427.1K2026-10-13
Gradient Investments LLC
INCREASED69,88065,039+4,841+7%$5.4M$5.3M-$91.5K2026-10-08
TD Private Client Wealth LLC
INCREASED64,55457,639+6,915+12%$4.8M$4.9M+$118.0K2026-10-28
Cidel Asset Management Inc
INCREASED64,28061,790+2,490+4%$5.1M$4.9M-$246.8K2026-10-29
TD Waterhouse Canada Inc.
INCREASED64,26619,097+45,169+237%$1.5M$4.8M+$3.3M2026-10-16
Zions Bancorporation, National Association
DECREASED62,13780,498-18,361-23%$6.7M$4.7M-$2.0M2026-11-06
Citigroup Inc
INCREASED59,73349,779+9,954+20%$4.1M$4.5M+$403.8K2026-11-04
CIBC Asset Management Inc
INCREASED59,34155,275+4,066+7%$4.6M$4.5M-$81.1K2026-11-05
Pittenger & Anderson Inc
UNCHANGED57,14557,14500%$4.7M$4.3M-$402.9K2026-11-02
Assetmark, Inc
INCREASED56,72347,451+9,272+20%$3.9M$4.3M+$368.4K2026-10-21
Hantz Financial Services, Inc.
INCREASED51,97646,202+5,774+13%$3.8M$3.9K-$3.8M2026-11-09
Old Port Advisors
INCREASED51,16350,971+192+0%$4.2M$3.9M-$344.8K2026-10-23
First Bank & Trust
INCREASED51,05648,073+2,983+6%$4.0M$3.9M-$112.7K2026-10-19
Strategy Asset Managers LLC
INCREASED50,68749,645+1,042+2%$4.1M$3.8M-$270.9K2026-10-14
Aberdeen Group plc
INCREASED48,9658,200+40,765+497%$679.5K$10.3M+$9.6M2026-11-06
Park Avenue Securities LLC
INCREASED45,77641,097+4,679+11%$3.4M$3.5K-$3.4M2026-10-26
Russell Investments Group, Ltd.
INCREASED43,98535,824+8,161+23%$3.0M$3.3M+$366.2K2026-11-06
Factory Mutual Insurance Co
UNCHANGED40,63840,63800%$3.4M$3.1M-$286.5K2026-10-30
Barclays PLC
DECREASED40,454129,449-88,995-69%$10.7M$3.1M-$7.7M2026-11-06
Kestra Advisory Services, LLC
INCREASED36,84827,574+9,274+34%$2.3M$2.8M+$508.8K2026-11-02
Quadrant Capital Group LLC
DECREASED36,10736,115-80%$3.0M$2.8M-$168.2K2026-10-20
US Bancorp \de\
INCREASED35,95534,479+1,476+4%$2.9M$2.7M-$131.2K2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED35,38231,300+4,082+13%$2.6M$2.7M+$143.3K2026-10-13
Vise Technologies, Inc.
INCREASED34,00727,832+6,175+22%$2.3M$2.6M+$272.0K2026-10-29
Fulton Bank, N.A.
INCREASED33,51331,544+1,969+6%$2.6M$2.5M-$73.1K2026-10-14
Equitable Trust Co
DECREASED33,24066,089-32,849-50%$5.5M$2.5M-$3.0M2026-10-13
Henry James International Management Inc.
INCREASED31,50730,745+762+2%$2.5M$2.4M-$159.0K2026-10-14
Raleigh Capital Management Inc.
INCREASED29,52026,012+3,508+13%$2.2M$2.2M+$82.6K2026-10-28
Perpetual Ltd
UNCHANGED28,47828,47800%$2.4M$2.2M-$200.8K2026-10-13
Ethic Inc.
DECREASED27,92131,279-3,358-11%$2.6M$2.1M-$475.1K2026-11-03
Choreo, LLC
DECREASED25,53526,727-1,192-4%$2.2M$1.9M-$278.8K2026-10-28
Signaturefd, LLC
INCREASED24,59923,872+727+3%$2.0M$1.9M-$113.2K2026-10-23
Summit Global Investments
INCREASED24,28423,716+568+2%$2.0M$1.8K-$2.0M2026-10-28
Lido Advisors, LLC
INCREASED24,18223,946+236+1%$2.0M$1.8M-$163.0K2026-11-04
Elevation Point Wealth Partners, LLC
DECREASED23,97124,642-671-3%$2.1M$1.8M-$241.6K2026-11-05
Fisher Asset Management, LLC
INCREASED23,33922,537+802+4%$1.9M$1.8M-$98.1K2026-11-06
Bessemer Group Inc
INCREASED23,14822,619+529+2%$1.8M$1.8K-$1.8M2026-11-09
Verdence Capital Advisors LLC
INCREASED22,87821,124+1,754+8%$1.8M$1.7M-$15.9K2026-10-26
Cambridge Investment Research Advisors, Inc.
DECREASED21,56322,846-1,283-6%$1.9M$1.6K-$1.9M2026-11-02
First Pacific Financial
INCREASED20,55520,118+437+2%$1.7M$1.6M-$108.7K2026-10-14
Northside Capital Management, LLC
DECREASED20,24925,805-5,556-22%$2.1M$1.5M-$603.2K2026-10-13
Jcic Asset Management Inc.
DECREASED18,84432,180-13,336-41%$2.7M$1.4M-$1.3M2026-10-30
Compound Planning, Inc.
INCREASED18,32515,019+3,306+22%$1.2M$1.4M+$144.7K2026-11-09
Regions Financial Corp
INCREASED18,00617,496+510+3%$1.4M$1.4M-$84.7K2026-11-05
D.A. Davidson & Co.
INCREASED17,52115,112+2,409+16%$1.3M$1.3M+$76.1K2026-10-28
Bailard, Inc.
INCREASED16,15113,927+2,224+16%$1.2M$1.2M+$70.4K2026-10-13
Allspring Global Investments Holdings, LLC
INCREASED16,14515,536+609+4%$1.2M$1.2M-$29.4K2026-11-04
Retirement Planning Co of New England, Inc.
DECREASED16,00116,240-239-1%$1.3M$1.2M-$132.6K2026-10-15
HB Wealth Management, LLC
INCREASED15,90315,223+680+4%$1.3M$1.2M-$55.8K2026-10-23
Evergreen Capital Management LLC
INCREASED14,82314,526+297+2%$1.2M$1.1M-$79.9K2026-10-23
Temasek Holdings (Private) Ltd
NEW14,402—+14,402——$1.1M—2026-10-28
Fourpath Capital Management, LLC
INCREASED14,33013,075+1,255+10%$1.1M$1.1M+$3.0K2026-10-19
Advisors Management Group Inc
DECREASED14,14914,167-180%$1.2M$1.1K-$1.2M2026-11-05
Herold Advisors, Inc.
DECREASED13,91814,125-207-1%$1.2M$1.1M-$118.9K2026-10-19
Lester Murray Antman dba SimplyRich
DECREASED13,80662,150-48,344-78%$1.1M$1.0M-$101.0K2026-11-06
Mitchell & Pahl Private Wealth, LLC
INCREASED13,71412,802+912+7%$1.1M$1.0M-$21.1K2026-10-14
William John Sempolinski
DECREASED13,68313,732-490%$1.1M$1.0M-$100.5K2026-10-20
Abel Hall, LLC
DECREASED13,10419,960-6,856-34%$1.7M$993.5K-$660.5K2026-10-19
Concurrent Investment Advisors, LLC
DECREASED13,07213,946-874-6%$1.2M$991.1K-$164.6K2026-10-16
Aaron Wealth Advisors LLC
DECREASED12,71412,914-200-2%$1.1M$964.0K-$106.2K2026-10-13
Ritholtz Wealth Management
INCREASED12,69010,445+2,245+21%$865.6K$962.2K+$96.6K2026-11-05
Savant Capital, LLC
INCREASED12,5698,286+4,283+52%$692.2K$953.0K+$260.8K2026-11-06
Legacy Wealth Asset Management, LLC
INCREASED12,2879,772+2,515+26%$809.8K$931.6K+$121.8K2026-10-09
Manske Wealth Management
DECREASED12,02312,063-400%$999.7K$911.6K-$88.1K2026-10-26
Highland Capital Management, LLC
DECREASED11,85412,179-325-3%$1.0M$898.8K-$110.5K2026-10-26
Provenance Wealth Advisors, LLC
NEW11,786—+11,786——$893.6K—2026-10-30
Argent Trust Co
DECREASED11,74312,372-629-5%$1.0M$890.4K-$134.9K2026-11-09
Romano Brothers and Company
DECREASED11,63911,959-320-3%$991.0K$882.5K-$108.6K2026-10-22
Lanark Financial, Inc.
INCREASED11,2758,147+3,128+38%$675.1K$854.9K+$179.7K2026-10-26
GC Wealth Management RIA, LLC
DECREASED11,16311,736-573-5%$972.6K$846.4K-$126.2K2026-11-02
Keybank National Association
DECREASED10,96120,088-9,127-45%$1.7M$831.1K-$833.6K2026-11-04
Prairie Advisory, LLC
INCREASED10,7125,356+5,356+100%$443.9K$812.2K+$368.3K2026-10-19
B. Riley Wealth Advisors, Inc.
INCREASED10,6599,077+1,582+17%$760.3K$808.1K+$47.8K2026-10-13
Merit Financial Group, LLC
INCREASED10,4547,758+2,696+35%$642.9K$792.6K+$149.7K2026-11-06
Personal CFO Solutions, LLC
DECREASED10,21110,512-301-3%$894.4K$774.2K-$120.2K2026-11-06
Code Waechter LLC
DECREASED10,00010,361-361-3%$858.6K$758.2K-$100.4K2026-10-23
SBI Securities Co., Ltd.
INCREASED9,9379,676+261+3%$801.9K$753.4K-$48.4K2026-10-22
Tred Avon Family Wealth, LLC
INCREASED9,8139,733+80+1%$806.6K$744.0K-$62.6K2026-10-20
Mystic Asset Management, Inc.
DECREASED9,5099,549-400%$791.3K$721.0K-$70.4K2026-10-15
BKM Wealth Management, LLC
DECREASED9,31910,408-1,089-10%$862.5K$706.6K-$155.9K2026-10-22
Oppenheimer & Co Inc
INCREASED9,2569,063+193+2%$751.1K$701.8K-$49.3K2026-10-26
Coldstream Capital Management Inc
DECREASED9,17910,380-1,201-12%$860.2K$696.0K-$164.2K2026-11-09
J.W. Cole Advisors, Inc.
INCREASED9,1628,650+512+6%$716.8K$694.7K-$22.2K2026-11-05
Kestra Private Wealth Services, LLC
INCREASED8,9518,422+529+6%$698.0K$678.7K-$19.3K2026-11-06
Trust Point Inc.
INCREASED8,7988,694+104+1%$720.5K$667.1K-$53.4K2026-10-27
Hennion & Walsh Asset Management, Inc.
DECREASED8,46911,788-3,319-28%$976.9K$642.1K-$334.8K2026-10-13
Profund Advisors LLC
INCREASED8,4617,550+911+12%$625.7K$641.5K+$15.8K2026-10-29
Cape Investment Advisory, Inc.
INCREASED8,4598,296+163+2%$687.5K$641.4K-$46.1K2026-10-13
Optas, LLC
INCREASED8,4548,186+268+3%$678.4K$641.0K-$37.4K2026-11-09
Barry Investment Advisors, LLC
INCREASED8,4158,377+38+0%$694.2K$638.0K-$56.2K2026-10-14
MGO One Seven LLC
DECREASED8,12912,797-4,668-36%$1.1M$616.3K-$444.2K2026-10-28
Keudell ison Wealth Management
INCREASED7,9297,886+43+1%$653.5K$601.2K-$52.3K2026-10-16
Farther Finance Advisors, LLC
INCREASED7,9057,847+58+1%$651.1K$599.4K-$51.7K2026-10-08
Quantum Private Wealth, LLC
UNCHANGED7,8657,86500%$651.7K$596.3K-$55.4K2026-10-20
Lantz Financial LLC
INCREASED7,8596,896+963+14%$571.5K$595.9K+$24.4K2026-10-15
FDx Advisors, Inc.
DECREASED7,7627,887-125-2%$654.0K$589-$653.4K2026-11-09
Versant Capital Management, Inc
DECREASED7,6599,150-1,491-16%$758.3K$580.7K-$177.6K2026-10-02
Pinnacle Wealth Planning Services, Inc.
INCREASED7,5526,372+1,180+19%$528.0K$572.6K+$44.5K2026-10-27
IFP Advisors, Inc
INCREASED7,5085,046+2,462+49%$418.2K$569.3K+$151.1K2026-10-16
J.Safra Asset Management Corp
INCREASED7,3727,270+102+1%$602.5K$558.9K-$43.5K2026-11-03
HBK Sorce Advisory LLC
INCREASED7,2767,237+39+1%$580.8K$625.1K+$44.3K2026-11-06
Level Four Advisory Services, LLC
DECREASED7,1987,369-171-2%$610.7K$545.8K-$64.9K2026-11-06
Perigon Wealth Management, LLC
INCREASED6,9296,496+433+7%$538.3K$525.3K-$13.0K2026-10-22
Plimoth Trust Co LLC
DECREASED6,9127,397-485-7%$613.0K$524.1K-$88.9K2026-10-26
Sterling Capital Management LLC
DECREASED6,8737,107-234-3%$589.0K$521.1K-$67.8K2026-10-22
Blue Trust, Inc.
DECREASED6,7527,797-1,045-13%$646.2K$511.9K-$134.2K2026-10-15
Kingswood Wealth Advisors, LLC
INCREASED6,7526,122+630+10%$507.3K$512.0K+$4.6K2026-10-23
Jeppson Wealth Management, LLC
DECREASED6,5856,646-61-1%$550.8K$499.3K-$51.5K2026-10-20
Moors & Cabot, Inc.
INCREASED6,3886,142+246+4%$508.9K$484.3K-$24.6K2026-11-06
Sagespring Wealth Partners, LLC
DECREASED6,2726,982-710-10%$578.6K$475.6K-$103.1K2026-10-22
RFG Advisory, LLC
INCREASED6,1945,200+994+19%$430.9K$469.6K+$38.7K2026-11-03
Brown, Lisle Ings, Inc.
INCREASED6,1796,114+65+1%$506.7K$468.5K-$38.2K2026-10-16
Valeo Financial Advisors, LLC
INCREASED6,0565,274+782+15%$437.1K$459.2K+$22.1K2026-10-08
Xponance LLC
INCREASED6,0495,213+836+16%$432.0K$458.6K+$26.6K2026-11-03
Park Place Capital Corp
INCREASED5,9465,727+219+4%$474.6K$450.8K-$23.8K2026-11-09
Samalin Investment Counsel, LLC
INCREASED5,8155,688+127+2%$471.4K$440.9K-$30.5K2026-10-23
Joel Isaacson & Co., LLC
INCREASED5,7375,734+3+0%$475.2K$435.0K-$40.2K2026-11-05
First County Bank
DECREASED5,7067,242-1,536-21%$600.1K$432.6K-$167.5K2026-10-13
Kathmere Capital Management, LLC
DECREASED5,6166,562-946-14%$543.8K$425.8K-$118.0K2026-10-20
Indivisible Partners
INCREASED5,3625,114+248+5%$423.8K$406.6K-$17.2K2026-10-26
Allworth Financial LP
INCREASED5,3125,057+255+5%$419.1K$440.2K+$21.1K2026-11-06
Todd Asset Management LLC
INCREASED5,2445,042+202+4%$417.8K$397.6K-$20.2K2026-10-27
Diversify Wealth Management, LLC
INCREASED5,2094,329+880+20%$351.6K$411.9K+$60.3K2026-10-20
Diversify Advisory Services, LLC
INCREASED5,2094,329+880+20%$351.6K$411.9K+$60.3K2026-10-20
Parallel Advisors, LLC
DECREASED5,1345,416-282-5%$448.9K$389.2K-$59.7K2026-11-03
Viking Fund Management LLC
UNCHANGED5,0005,00000%$414.4K$379.1K-$35.3K2026-10-14
Meridian Wealth Management, LLC
INCREASED4,7854,754+31+1%$394.0K$362.8K-$31.2K2026-11-05
Capital Investment Advisory Services, LLC
INCREASED4,7132,983+1,730+58%$247.2K$355.9K+$108.7K2026-10-30
Sky Investment Group LLC
NEW4,590—+4,590——$348.0K—2026-10-30
Collaborative Fund Advisors, LLC
NEW4,570—+4,570——$346.5K—2026-11-02
Gamma Investing LLC
DECREASED4,5204,904-384-8%$406.4K$342.7K-$63.7K2026-10-08
Formidable Asset Management, LLC
DECREASED4,5054,599-94-2%$389.1K$373.3K-$15.8K2026-11-03
Sage Rhino Capital LLC
DECREASED4,4984,911-413-8%$407.0K$341.0K-$65.9K2026-10-28
Laurel OAK Wealth Management, LLC
UNCHANGED4,4454,44500%$368.4K$337.0K-$31.3K2026-10-19
Grove Bank & Trust
INCREASED4,3324,227+105+2%$350.3K$328.5K-$21.8K2026-10-08
May Hill Capital, LLC
DECREASED4,2634,795-532-11%$397.4K$323.2K-$74.1K2026-11-03
PDS Planning, Inc
DECREASED4,2244,248-24-1%$352.0K$320.3K-$31.8K2026-11-03
Aprio Wealth Management, LLC
INCREASED4,1303,701+429+12%$306.7K$313.1K+$6.4K2026-10-28
Fifth Third Bancorp
INCREASED4,1213,337+784+23%$276.5K$312.5K+$35.9K2026-11-05
Frank, Rimerman Advisors LLC
INCREASED4,0733,884+189+5%$321.9K$308.8K-$13.1K2026-10-16
Focused Alpha, LLC
INCREASED4,0013,840+161+4%$318.2K$303.4K-$14.9K2026-10-20
Net Worth Advisory Group
INCREASED3,9663,413+553+16%$282.9K$298.7K+$15.9K2026-10-20
Sowell Financial Services LLC
INCREASED3,9572,858+1,099+38%$236.9K$300.0K+$63.1K2026-10-23
EverSource Wealth Advisors, LLC
INCREASED3,9063,464+442+13%$287.0K$296.1K+$9.1K2026-11-04
Apollon Wealth Management, LLC
INCREASED3,8673,067+800+26%$254.1K$293.2K+$39.1K2026-10-23
Prospera Financial Services Inc
DECREASED3,8219,157-5,336-58%$758.9K$320.8K-$438.0K2026-11-04
Franklin Street Advisors Inc
UNCHANGED3,8003,80000%$314.9K$288.1K-$26.8K2026-10-13
Greenleaf Trust
DECREASED3,7715,164-1,393-27%$427.9K$285.9K-$142.0K2026-10-29
Alta Capital Management LLC/
DECREASED3,6913,857-166-4%$319.6K$279.9K-$39.8K2026-10-26
Everett Harris & Co
UNCHANGED3,6823,68200%$305.2K$279.2K-$26.0K2026-10-28
Harbour Investments, Inc.
INCREASED3,6433,642+1+0%$301.8K$276.2K-$25.6K2026-11-09
Deutsche Bank Ag\
UNCHANGED3,5993,59900%$298.2K$272.9K-$25.4K2026-11-06
71 West Capital Partners
INCREASED3,5942,955+639+22%$244.9K$272.5K+$27.6K2026-11-04
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED3,5183,220+298+9%$266.8K$266.7K-$1062026-10-27
Wedmont Private Capital
INCREASED3,4532,748+705+26%$227.0K$266.2K+$39.3K2026-10-09
Thrivent Financial for Lutherans
DECREASED3,4305,009-1,579-32%$417.0K$258-$416.7K2026-11-05
Genesis Private Wealth, LLC
INCREASED3,3663,045+321+11%$252.3K$255.2K+$2.9K2026-11-02
Money Concepts Capital Corp
DECREASED3,3614,224-863-20%$350.0K$254.9K-$95.2K2026-11-06
Asset One Wealth Management LLC
NEW3,329—+3,329——$252.4K—2026-11-02
West Family Investments, Inc.
NEW3,287—+3,287——$249.2K—2026-11-09
OpenArc Corporate Advisory, LLC
NEW3,234—+3,234——$245.2K—2026-10-21
Anchyra Partners LLC
INCREASED3,2253,068+157+5%$254.2K$244.5K-$9.7K2026-10-13
Focus Financial Network, Inc.
NEW3,220—+3,220——$244.1K—2026-10-14
High Net Worth Advisory Group LLC
UNCHANGED3,2093,20900%$265.9K$243.3K-$22.6K2026-10-26
Walkner Condon Financial Advisors LLC
NEW3,098—+3,098——$234.9K—2026-11-02
LongView Wealth Management
UNCHANGED3,0473,04700%$252.5K$231.0K-$21.5K2026-10-19
HUB Investment Partners, LLC
DECREASED3,0183,110-92-3%$257.7K$228.8K-$28.9K2026-11-03
180 Wealth Advisors, LLC
DECREASED2,9933,403-410-12%$282.0K$226.9K-$55.1K2026-11-03
Claro Advisors Inc.
NEW2,896—+2,896——$219.6K—2026-11-02
Brighton Jones LLC
INCREASED2,8002,674+126+5%$221.6K$212.3K-$9.3K2026-11-03
Gallacher Capital Management LLC
DECREASED2,7853,700-915-25%$306.6K$211.2K-$95.4K2026-10-30
Wilmington Savings Fund Society, FSB
INCREASED2,7572,745+12+0%$227.5K$209.0K-$18.4K2026-10-23
J.M. Arbour, LLC
NEW2,751—+2,751——$208.6K—2026-11-05
Granite Group Advisors, LLC
UNCHANGED2,7322,73200%$226.4K$207.1K-$19.3K2026-10-14
Csenge Advisory Group
NEW2,656—+2,656——$201.3K—2026-11-04
Sovran Advisors, LLC
NEW2,502—+2,502——$210.7K—2026-11-02
Lloyd Advisory Services, Llc.
INCREASED2,3832,128+255+12%$176.4K$180.7K+$4.3K2026-11-02
Private Trust Co NA
INCREASED2,3252,087+238+11%$173.0K$176.3K+$3.3K2026-10-20
Cromwell Holdings LLC
DECREASED2,2532,480-227-9%$205.5K$170.8K-$34.7K2026-10-28
Hilltop National Bank
UNCHANGED2,1972,19700%$182.1K$166.6K-$15.5K2026-10-14
Hartford Financial Management Inc.
UNCHANGED2,0002,00000%$165.7K$151.6K-$14.1K2026-10-21
Clearstead Advisors, LLC
INCREASED1,9291,853+76+4%$153.6K$146.2K-$7.4K2026-11-06
Bank of New Hampshire
UNCHANGED1,9141,91400%$158.6K$145.1K-$13.5K2026-10-06
Montag A & Associates Inc
INCREASED1,5811,515+66+4%$125.5K$119.9K-$5.7K2026-10-29
Mather Group, Llc.
INCREASED1,490585+905+155%$48.5K$113.0K+$64.5K2026-10-14
V-Square Quantitative Management LLC
DECREASED1,4471,459-12-1%$120.9K$109.7K-$11.2K2026-10-15
Bayban
UNCHANGED1,2701,27000%$105.2K$105.2K$02026-11-05
First Command Advisory Services, Inc.
INCREASED1,247802+445+55%$66.5K$94.5K+$28.1K2026-11-05
Barrett & Company, Inc.
UNCHANGED1,2231,22300%$101.4K$92.7K-$8.6K2026-10-22
Asset Dedication, LLC
DECREASED1,2031,213-10-1%$100.5K$91.2K-$9.3K2026-11-03
Eastern Bank
UNCHANGED1,1191,11900%$92.7K$84.8K-$7.9K2026-10-05
Armstrong Advisory Group, Inc
DECREASED1,0791,456-377-26%$120.7K$81.8K-$38.9K2026-10-09
Owl Creek Wealth Partners LLC
INCREASED1,024972+52+5%$80.6K$77.6K-$2.9K2026-10-20
Larson Financial Group LLC
INCREASED1,012921+91+10%$76.3K$76.7K+$3862026-11-05
Trust Co of Vermont
INCREASED980901+79+9%$74.7K$74.3K-$3622026-10-21
MTM Investment Management, LLC
UNCHANGED96496400%$79.9K$73.1K-$6.8K2026-10-30
Central Trust Co
DECREASED961973-12-1%$80.6K$72.9K-$7.8K2026-11-05
IFG Advisory, LLC
INCREASED879871+8+1%$72.2K$66.6K-$5.5K2026-11-09
Richardson Financial Services Inc.
INCREASED843472+371+79%$39.1K$63.9K+$24.8K2026-10-30
Geneos Wealth Management Inc.
INCREASED836526+310+59%$43.6K$63.4K+$19.8K2026-11-09
Community Bank, N.A.
UNCHANGED76876800%$63.6K$58.2K-$5.4K2026-11-06
Jacobi Capital Management LLC
NEW737—+737——$55.9K—2026-11-05
Avion Wealth
UNCHANGED73673600%$60$55-$52026-11-04
True Wealth Design, LLC
INCREASED661357+304+85%$29.6K$50.1K+$20.5K2026-10-13
Parkside Financial Bank & Trust
INCREASED651569+82+14%$47.2K$49.4K+$2.2K2026-10-27
Signature Equity Partners, LLC
INCREASED598332+266+80%$27.5K$45.3K+$17.8K2026-10-29
First Horizon Corp
DECREASED593613-20-3%$50.8K$45.0K-$5.8K2026-10-26
Coston, McIsaac & Partners
UNCHANGED57757700%$47$43.7K+$43.7K2026-11-06
High Point Wealth Management, LLC
UNCHANGED55955900%$46.3K$42.4K-$3.9K2026-11-05
Root Financial Partners, LLC
NEW541—+541——$41.0K—2026-10-21
Heritage Family Offices, LLP
NEW525—+525——$39.8K—2026-11-02
Silver Grove Financial Group, Inc.
INCREASED478412+66+16%$34.1K$36.2K+$2.1K2026-11-05
Salomon & Ludwin, LLC
UNCHANGED47547500%$38.1K$36.0K-$2.1K2026-10-29
Nisa Investment Advisors, LLC
INCREASED459457+2+0%$37.9K$34.8K-$3.1K2026-10-20
Ascentis Independent Advisors
NEW454—+454——$34.4K—2026-11-03
Westside Investment Management, Inc.
UNCHANGED45445400%$37.6K$34.6K-$3.1K2026-11-02
Pathway Financial Advisers, LLC
NEW448—+448——$33.9K—2026-10-27
Hilton Head Capital Partners, LLC
UNCHANGED43943900%$36.4K$33.3K-$3.1K2026-10-23
Addison Advisors LLC
INCREASED437417+20+5%$34.6K$33.1K-$1.4K2026-11-06
James T. Borello RIA
INCREASED433288+145+50%$23.9K$32.8K+$9.0K2026-10-16
Hager Investment Management Services, LLC
NEW425—+425——$32.2K—2026-11-04
Financial Consulate, Inc
INCREASED410385+25+6%$31.9K$31.1K-$8182026-10-23
UMB Bank, n.a.
UNCHANGED39939900%$33.1K$30.3K-$2.8K2026-11-06
Cullen T Bankers, Inc.
INCREASED377334+43+13%$27.7K$28.6K+$9442026-10-28
Bayforest Capital Ltd
INCREASED37394+279+297%$7.8K$28.3K+$20.5K2026-11-03
Proathlete Wealth Management LLC
INCREASED35171+280+394%$5.9K$26.6K+$20.7K2026-10-15
DeDora Capital, Inc.
NEW275—+275——$20.9K—2026-10-26
Canton Hathaway, LLC
UNCHANGED27527500%$22.8K$20.9K-$1.9K2026-10-23
CoreCap Advisors, LLC
INCREASED251147+104+71%$12.2K$19.0K+$6.8K2026-10-08
Caldwell Trust Co
UNCHANGED24624600%$20.4K$18.7K-$1.7K2026-10-30
JFS Wealth Advisors, LLC
INCREASED244240+4+2%$19.9K$18.5K-$1.4K2026-11-03
Buck Wealth Strategies, LLC
INCREASED236212+24+11%$17.6K$17.9K+$3262026-10-28
Blueline Advisors LLC
NEW233—+233——$17.7K—2026-10-15
Highline Wealth Partners LLC
INCREASED229161+68+42%$13.3K$17.4K+$4.0K2026-10-19
Triumph Capital Management
UNCHANGED22822800%$18.9K$17.3K-$1.6K2026-10-14
Smithfield Trust Co
UNCHANGED22222200%$19$17-$22026-11-09
Physician Wealth Advisors, Inc.
INCREASED219214+5+2%$17.7K$16.6K-$1.1K2026-10-20
Citizens National Bank Trust Department
UNCHANGED21921900%$18.1K$16.6K-$1.5K2026-11-04
Planning Strategies Inc.
INCREASED213185+28+15%$15.3K$16.2K+$8192026-10-02
Pinnacle Bancorp, Inc.
INCREASED202114+88+77%$9.4K$15.3K+$5.9K2026-10-21
Cassaday & Co Wealth Management LLC
INCREASED2018+193+2413%$663$15.2K+$14.6K2026-10-27
Bare Financial Services, Inc
INCREASED189174+15+9%$14.4K$14.3K-$892026-11-04
Gables Capital Management Inc.
UNCHANGED18318300%$15.2K$13.9K-$1.3K2026-11-04
Spire Wealth Management
UNCHANGED18218200%$15.1K$13.8K-$1.3K2026-10-30
GHP Investment Advisors, Inc.
INCREASED17719+158+832%$1.6K$13.4K+$11.8K2026-10-15
Financial Management Professionals, Inc.
DECREASED175211-36-17%$17.5K$13.3K-$4.2K2026-10-23
Trust Co of Toledo NA
DECREASED169582-413-71%$48.2K$12.8K-$35.4K2026-10-16
Ares Financial Consulting, LLC
UNCHANGED16116100%$13.3K$12.2K-$1.1K2026-10-19
SJS Investment Consulting Inc.
DECREASED158172-14-8%$14.3K$12.0K-$2.3K2026-10-26
West Financial Advisors, LLC
NEW156—+156——$11.8K—2026-10-22
Elevated Capital Advisors, LLC
UNCHANGED14414400%$11.9K$10.9K-$1.0K2026-11-04
Country Trust Bank
UNCHANGED13813800%$11.4K$10.5K-$9732026-10-30
Rossby Financial, LCC
INCREASED13377+56+73%$6.4K$10.1K+$3.7K2026-11-05
Acumen Wealth Advisors, LLC
INCREASED13049+81+165%$4.1K$9.9K+$5.8K2026-11-05
Activest Wealth Management
UNCHANGED13013000%$10.7K$9.8K-$9142026-10-15
Tounjian Advisory Partners, LLC
INCREASED129126+3+2%$10.4K$9.8K-$6312026-11-04
Quest 10 Wealth Builders, Inc.
INCREASED129128+1+1%$10.6K$9.8K-$8282026-11-02
Elyxium Wealth, LLC
NEW127—+127——$9.6K—2026-10-27
KFG LLC
NEW126—+126——$9.6K—2026-11-02
Rosenberg Matthew Hamilton
UNCHANGED12112100%$10.0K$9.2K-$8542026-10-05
WPG Advisers, LLC
DECREASED111114-3-3%$9.4K$8.4K-$1.0K2026-10-27
Ascentis Wealth Management, LLC
NEW109—+109——$8.3K—2026-11-03
Birch Financial Group, LLC
NEW104—+104——$7.9K—2026-10-27
Bangor Savings Bank
UNCHANGED10010000%$8.3K$7.6K-$7052026-10-06
Archer Investment Corp
UNCHANGED10010000%$8.3K$7.6K-$7052026-11-05
Financial Network Wealth Advisors LLC
UNCHANGED919100%$7.5K$6.9K-$6412026-10-28
Coastline Trust Co
UNCHANGED919100%$7.5K$6.9K-$6412026-10-01
New England Capital Financial Advisors LLC
UNCHANGED919100%$7.5K$6.9K-$6422026-11-03
PlanVest Financial, Inc
UNCHANGED858500%$7.0K$6.4K-$5992026-11-09
Essential Partners LLC
INCREASED836+77+1283%$497$6.3K+$5.8K2026-10-14
N.E.W. Advisory Services LLC
INCREASED7641+35+85%$3.4K$5.8K+$2.4K2026-11-09
Harbor Asset Planning, Inc.
UNCHANGED767600%$6.3K$5.8K-$5362026-10-23
Retirement Wealth Solutions LLC
DECREASED7075-5-7%$6.2K$5.3K-$9082026-10-07
Caitong International Asset Management Co., Ltd
DECREASED681,968-1,900-97%$163.1K$5.2K-$157.9K2026-10-29
Creative Capital Management Investments LLC
UNCHANGED575700%$4.7K$4.3K-$4022026-10-28
Bell Investment Advisors, Inc
DECREASED5561-6-10%$5.1K$4.2K-$8852026-10-29
North Star Investment Management Corp.
UNCHANGED555500%$4.6K$4.2K-$3882026-10-27
Jnba Financial Advisors
UNCHANGED505000%$4.1K$3.8K-$3532026-11-03
Oakworth Capital, Inc.
NEW47—+47——$3.6K—2026-10-26
Nemes Rush Group LLC
UNCHANGED474700%$3.9K$3.6K-$3312026-11-04
DecisionPoint Financial, LLC
UNCHANGED383800%$3.0K$2.9K-$1842026-10-27
Motco
INCREASED3635+1+3%$2.9K$2.7K-$1702026-11-09
MV Capital Management, Inc.
INCREASED3522+13+59%$1.8K$2.7K+$8302026-10-29
Godsey & Gibb, Inc
NEW34—+34——$2.6K—2026-10-14
Financial Perspectives, Inc
UNCHANGED343400%$2.9K$2.6K-$2432026-11-03
Elevation Wealth Partners, LLC
INCREASED3312+21+175%$995$2.5K+$1.5K2026-10-07
Noble Wealth Management PBC
INCREASED3228+4+14%$2.3K$2.4K+$1062026-10-01
Park Square Financial Group, LLC
UNCHANGED313100%$2.6K$2.4K-$2192026-11-09
Quent Capital, LLC
DECREASED3035-5-14%$2.9K$2.5K-$4052026-11-09
City State Bank
UNCHANGED262600%$2.2K$2.0K-$1842026-10-20
First Bancorp, Inc
NEW25—+25——$1.9K—2026-10-26
Tidemark, LLC
UNCHANGED252500%$2.1K$1.9K-$1762026-11-09
Burk Holdings LLC
UNCHANGED242400%$2.0K$1.8K-$1692026-11-05
Fortis Group Advisors, LLC
UNCHANGED222200%$1.8K$1.7K-$1552026-11-06
Arlington Trust Co LLC
UNCHANGED222200%$1.8K$1.7K-$1552026-10-20
Fairman Group, LLC
UNCHANGED191900%$1.6K$1.4K-$1342026-10-26
Key Capital Management, Inc
UNCHANGED181800%$1.5K$1.4K-$1272026-11-03
Key FInancial Inc
UNCHANGED181800%$1.5K$1.4K-$1272026-11-02
Center for Financial Planning, Inc.
NEW17—+17——$1.3K—2026-10-26
Downshift Financial, LLC
UNCHANGED171700%$1.4K$1.3K-$1202026-10-13
Dogwood Wealth Management LLC
UNCHANGED171700%$1.4K$1.3K-$1202026-11-09
American Capital Advisory, LLC
UNCHANGED161600%$1.3K$1.2K-$1122026-10-28
Highland Investment Advisors LLC
DECREASED1415-1-7%$1.2K$1.1K-$1822026-11-09
Albion Financial Group
NEW13—+13——$980—2026-10-21
Creative Financial Designs Inc
DECREASED1112-1-8%$984$834-$1502026-11-04
Caldwell Sutter Capital, Inc.
UNCHANGED101000%$829$758-$712026-11-09
Monetary Solutions, Ltd
UNCHANGED9900%$746$682-$642026-10-22
StrongBox Wealth, LLC
NEW7—+7——$531—2026-11-02
Gilpin Wealth Management, LLC
NEW7—+7——$531—2026-10-09
Mosley Wealth Management
UNCHANGED7700%$580$553-$272026-10-16
Trust Co
UNCHANGED6600%$497$455-$422026-10-09
Mondrian Investment Partners LTD
DECREASED521-16-76%$1.7K$390-$1.4K2026-10-23
Abound Wealth Management
DECREASED48-4-50%$663$304-$3592026-10-26
Darwin Wealth Management, LLC
INCREASED20+2—$28$224+$1962026-11-09
RMG Wealth Management LLC
UNCHANGED2200%$184$188+$42026-10-26
Lockheed Martin Investment Management Co
CLOSED0214,300-214,300-100%$17.8M$0-$17.8M2026-11-04
Imc-Chicago, LLC
CLOSED08,018-8,018-100%$664.5K$0-$664.5K2026-11-05
Cordatus Wealth Management LLC
CLOSED05,760-5,760-100%$477.3K$0-$477.3K2026-10-19
Sunpointe, LLC
CLOSED04,179-4,179-100%$346.3K$0-$346.3K2026-10-22
R Squared Ltd
CLOSED03,921-3,921-100%$324.9K$0-$324.9K2026-11-06
55 North Private Wealth, LLC
CLOSED03,421-3,421-100%$283.5K$0-$283.5K2026-10-20
Daymark Wealth Partners, LLC
CLOSED02,775-2,775-100%$230.0K$0-$230.0K2026-11-04
Revolve Wealth Partners, LLC
CLOSED02,692-2,692-100%$223.1K$0-$223.1K2026-10-23
Emerald Advisors, LLC
CLOSED02,669-2,669-100%$221.2K$0-$221.2K2026-10-13
Primoris Wealth Advisors, LLC
CLOSED02,572-2,572-100%$213.1K$0-$213.1K2026-10-28
Brucke Financial, Inc.
CLOSED02,468-2,468-100%$204.5K$0-$204.5K2026-10-23
Resonant Capital Advisors, LLC
CLOSED02,431-2,431-100%$201.5K$0-$201.5K2026-10-15
Sigma Planning Corp
CLOSED02,427-2,427-100%$201.2K$0-$201.2K2026-10-23
Concord Wealth Partners
CLOSED02,162-2,162-100%$179.2K$0-$179.2K2026-11-02
AdvisorNet Financial, Inc
CLOSED01,435-1,435-100%$118.9K$0-$118.9K2026-10-15
Paradigm Asset Management Co LLC
CLOSED0816-816-100%$67.6K$0-$67.6K2026-11-05
Cornerstone Planning Group LLC
CLOSED0408-408-100%$34.2K$0-$34.2K2026-10-16
Institute for Wealth Management, Llc.
CLOSED0259-259-100%$21.5K$0-$21.5K2026-11-06
Salem Investment Counselors Inc
CLOSED0168-168-100%$13.9K$0-$13.9K2026-10-13
NBT Bank, N.A.
CLOSED0166-166-100%$13.8K$0-$13.8K2026-10-21
SouthState Bank Corp
CLOSED0100-100-100%$8.3K$0-$8.3K2026-11-09
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED067-67-100%$5.6K$0-$5.6K2026-10-14
West Paces Advisors Inc.
CLOSED040-40-100%$3.3K$0-$3.3K2026-10-13
GoalVest Advisory LLC
CLOSED026-26-100%$2.2K$0-$2.2K2026-10-02
Halbert Hargrove Global Advisors, LLC
CLOSED018-18-100%$1.5K$0-$1.5K2026-10-16
Trifecta Capital Advisors, LLC
CLOSED015-15-100%$1.2K$0-$1.2K2026-10-21
Plante Moran Financial Advisors, LLC
CLOSED011-11-100%$912$0-$9122026-11-04
Gen-Wealth Partners Inc
CLOSED010-10-100%$829$0-$8292026-11-04
CKW Financial Group
CLOSED04-4-100%$0$0$02026-10-29
Bank of America Corp
N/A—4,812,152-4,812,152-100%$398.8M———
FMR LLC
N/A—4,730,132-4,730,132-100%$392.0M———
JPMorgan Chase & Co
N/A—3,711,225-3,711,225-100%$310.9M———
Morgan Stanley
N/A—3,575,054-3,575,054-100%$296.3M———
Natixis Advisors, LLC
N/A—2,444,770-2,444,770-100%$202.6M———
Federated Hermes, Inc.
N/A—2,397,738-2,397,738-100%$198.7M———
Jones Financial Companies Lllp
N/A—2,272,626-2,272,626-100%$188.7M———
WCM Investment Management, LLC
N/A—2,191,417-2,191,417-100%$183.6M———
Goldman Sachs Group Inc
N/A—2,176,462-2,176,462-100%$180.4M———
Royal Bank of Canada
N/A—2,165,393-2,165,393-100%$179.4M———
Envestnet Asset Management Inc
N/A—2,099,207-2,099,207-100%$174.0M———
Renaissance Technologies LLC
N/A—1,894,298-1,894,298-100%$157.0M———
Northern Trust Corp
N/A—1,851,040-1,851,040-100%$153.4M———
BlackRock, Inc.
N/A—1,536,450-1,536,450-100%$127.3M———
Milford Funds LTD
N/A—1,529,471-1,529,471-100%$126.7M———
Wells Fargo & Company
N/A—1,463,830-1,463,830-100%$121.3M———
Raymond James Financial Inc
N/A—1,459,378-1,459,378-100%$120.9M———
Brandes Investment Partners, LP
N/A—1,345,982-1,345,982-100%$111.5M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—1,079,413-1,079,413-100%$89.5M———
Standard Investments LLC
N/A—925,000-925,000-100%$76.7M———
Cullen Capital Management, LLC
N/A—815,548-815,548-100%$67.6M———
D. E. Shaw & Co., Inc.
N/A—688,532-688,532-100%$57.1M———
Causeway Capital Management LLC
N/A—590,240-590,240-100%$48.9M———
Ameriprise Financial Inc
N/A—479,737-479,737-100%$39.6M———
Manufacturers Life Insurance Company, the
N/A—444,926-444,926-100%$36.9M———
Clark Capital Management Group, Inc.
N/A—429,028-429,028-100%$35.6M———
Stifel Financial Corp
N/A—372,089-372,089-100%$30.8M———
American Century Companies Inc
N/A—367,231-367,231-100%$30.4M———
Quantinno Capital Management LP
N/A—356,707-356,707-100%$29.6M———
Nuveen, LLC
N/A—309,958-309,958-100%$25.2M———
UBS Group AG
N/A—293,437-293,437-100%$24.3M———
Jane Street Group, LLC
N/A—263,927-263,927-100%$21.9M———
Beck Bode, LLC
N/A—220,124-220,124-100%$18.2M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—219,968-219,968-100%$18.2M———
Charles Schwab Investment Management Inc
N/A—199,343-199,343-100%$16.5M———
Millennium Management LLC
N/A—191,014-191,014-100%$15.8M———
Massachusetts Financial Services Co
N/A—174,115-174,115-100%$15.0M———
Invesco Ltd.
N/A—160,049-160,049-100%$13.3M———
Cetera Investment Advisers
N/A—159,614-159,614-100%$13.2M———
Citadel Advisors LLC
N/A—156,179-156,179-100%$12.9M———
AQR Capital Management LLC
N/A—153,204-153,204-100%$12.7M———
Pathstone Holdings, LLC
N/A—136,087-136,087-100%$11.3M———
MML Investors Services, LLC
N/A—130,538-130,538-100%$10.8M———
Clearbridge Investments, LLC
N/A—129,424-129,424-100%$10.7M———
Tidal Investments LLC
N/A—127,969-127,969-100%$10.6M———
Gabelli Funds LLC
N/A—119,300-119,300-100%$9.9M———
M&T Bank Corp
N/A—112,638-112,638-100%$9.3M———
QRG Capital Management, Inc.
N/A—109,112-109,112-100%$9.0M———
Point72 Asset Management, L.P.
N/A—108,332-108,332-100%$9.0M———
GQG Partners LLC
N/A—101,755-101,755-100%$8.4M———
M. Kulyk & Associates, LLC
N/A—100,641-100,641-100%$8.3M———
XTX Topco Ltd
N/A—100,601-100,601-100%$8.3M———
SEI Investments Co
N/A—99,975-99,975-100%$8.3M———
Janney Montgomery Scott LLC
N/A—90,516-90,516-100%$7.5M———
Neuberger Berman Group LLC
N/A—89,486-89,486-100%$7.4M———
Silvercrest Asset Management Group LLC
N/A—84,638-84,638-100%$7.0M———
Capital Innovations LLC
N/A—84,370-84,370-100%$7.0M———
&partners
N/A—81,806-81,806-100%$6.8M———
Ramirez Asset Management, Inc.
N/A—80,618-80,618-100%$6.7M———
O'shaughnessy Asset Management, LLC
N/A—76,696-76,696-100%$6.4M———
HighTower Advisors, LLC
N/A—66,567-66,567-100%$5.5M———
Sanctuary Advisors, LLC
N/A—66,003-66,003-100%$5.5M———
Osaic Holdings, Inc.
N/A—64,865-64,865-100%$5.4M———
LMR Partners LLP
N/A—62,901-62,901-100%$5.2M———
Mercer Global Advisors Inc
N/A—62,191-62,191-100%$5.2M———
Marshall Wace, LLP
N/A—62,059-62,059-100%$5.1M———
Capital Fund Management S.A.
N/A—61,001-61,001-100%$5.1M———
HRT Financial LP
N/A—59,810-59,810-100%$5.0M———
Mariner, LLC
N/A—58,137-58,137-100%$4.8M———
TriCert Investment Counsel Inc.
N/A—56,745-56,745-100%$4.7M———
Zevin Asset Management LLC
N/A—56,586-56,586-100%$4.7M———
Cerity Partners LLC
N/A—54,091-54,091-100%$4.5M———
CIBC World Market Inc.
N/A—53,518-53,518-100%$4.4M———
Vident Advisory, LLC
N/A—50,224-50,224-100%$4.2M———
National Bank of Canada
N/A—46,067-46,067-100%$3.8M———
Callan Family Office, LLC
N/A—45,669-45,669-100%$3.8M———
Quantbot Technologies LP
N/A—44,883-44,883-100%$3.7M———
Benjamin Edwards Inc
N/A—44,004-44,004-100%$3.6M———
Vanguard Personalized Indexing Management, LLC
N/A—42,346-42,346-100%$3.5M———
Price T Rowe Associates Inc
N/A—42,180-42,180-100%$3.5M———
Orion Porfolio Solutions, LLC
N/A—42,117-42,117-100%$3.5M———
1832 Asset Management L.P.
N/A—41,619-41,619-100%$3.4M———
Two Sigma Investments, LP
N/A—40,300-40,300-100%$3.3M———
Captrust Financial Advisors
N/A—39,795-39,795-100%$3.3M———
Vestmark Advisory Solutions, Inc.
N/A—37,747-37,747-100%$3.1M———
Focus Partners Wealth
N/A—30,612-30,612-100%$2.5M———
Campbell & Co Investment Adviser LLC
N/A—29,602-29,602-100%$2.5M———
Franklin Resources Inc
N/A—28,864-28,864-100%$2.4M———
Engineers Gate Manager LP
N/A—28,117-28,117-100%$2.3M———
Schonfeld Strategic Advisors LLC
N/A—26,850-26,850-100%$2.2M———
Flow Traders U.S. LLC
N/A—26,656-26,656-100%$2.2M———
Bollard Group LLC
N/A—26,342-26,342-100%$2.2M———
Rhumbline Advisers
N/A—26,312-26,312-100%$2.2M———
Bleakley Financial Group, LLC
N/A—26,010-26,010-100%$2.2M———
IEQ Capital, LLC
N/A—26,007-26,007-100%$2.2M———
Naviter Wealth, LLC
N/A—25,630-25,630-100%$2.2M———
First Trust Advisors LP
N/A—25,351-25,351-100%$2.1M———
Envestnet Portfolio Solutions, Inc.
N/A—24,531-24,531-100%$2.0M———
Glenmede Trust Co NA
N/A—24,192-24,192-100%$2.0M———
SOA Wealth Advisors, Llc.
N/A—23,519-23,519-100%$26.7K———
Flputnam Investment Management Co
N/A—23,435-23,435-100%$1.9M———
Arrowstreet Capital, Limited Partnership
N/A—22,774-22,774-100%$1.9M———
Wealth Alliance, LLC
N/A—22,309-22,309-100%$1.8M———
Snowden Capital Advisors LLC
N/A—22,192-22,192-100%$1.8M———
UBS Asset Management Americas LLC
N/A—20,946-20,946-100%$1.7M———
Rockefeller Capital Management L.P.
N/A—20,896-20,896-100%$1.7M———
Sequoia Financial Advisors, LLC
N/A—20,560-20,560-100%$1.7M———
Laird Norton Wetherby Trust Company, LLC
N/A—20,344-20,344-100%$1.7M———
Syon Capital LLC
N/A—17,458-17,458-100%$1.4M———
Intrust Bank NA
N/A—17,177-17,177-100%$1.4M———
Qube Research & Technologies Ltd
N/A—16,940-16,940-100%$1.4M———
Jain Global LLC
N/A—16,486-16,486-100%$1.4M———
Caprock Group, LLC
N/A—16,457-16,457-100%$1.4M———
LOM Asset Management Ltd
N/A—15,904-15,904-100%$1.3M———
Qtron Investments LLC
N/A—15,005-15,005-100%$1.2M———
Susquehanna International Group, LLP
N/A—14,140-14,140-100%$1.2M———
BNP Paribas Financial Markets
N/A—14,007-14,007-100%$1.2M———
Integrated Wealth Concepts LLC
N/A—13,667-13,667-100%$1.1M———
Storgate, LLC
N/A—13,365-13,365-100%$1.1M———
Public Employees Retirement System of Ohio
N/A—12,974-12,974-100%$1.1M———
GeoWealth Management, LLC
N/A—12,583-12,583-100%$1.0M———
NewEdge Wealth, LLC
N/A—12,525-12,525-100%$1.0M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—12,102-12,102-100%$1.0M———
Voloridge Investment Management, LLC
N/A—12,071-12,071-100%$1.0M———
Principal Securities, Inc.
N/A—12,012-12,012-100%$995.4K———
Connable Office Inc
N/A—11,420-11,420-100%$946.4K———
Rehmann Capital Advisory Group
N/A—11,397-11,397-100%$944.6K———
Smartleaf Asset Management LLC
N/A—11,345-11,345-100%$950.3K———
Guggenheim Capital LLC
N/A—11,310-11,310-100%$937.3K———
Strategic Investment Advisors / MI
N/A—11,141-11,141-100%$923.2K———
State Street Corp
N/A—10,953-10,953-100%$931.5K———
Optiver Holding B.V.
N/A—10,646-10,646-100%$882.2K———
AE Wealth Management LLC
N/A—10,614-10,614-100%$879.6K———
PFG Investments, LLC
N/A—10,485-10,485-100%$868.9K———
Kayne Anderson Rudnick Investment Management LLC
N/A—10,247-10,247-100%$849.2K———
Stratos Wealth Partners, Ltd.
N/A—10,062-10,062-100%$833.9K———
Venturi Wealth Management, LLC
N/A—10,017-10,017-100%$830.1K———
Arax Advisory Partners
N/A—9,592-9,592-100%$794.9K———
Virtu Financial LLC
N/A—9,514-9,514-100%$788.0K———
DV Equities, LLC
N/A—8,702-8,702-100%$721.1K———
Northwestern Mutual Wealth Management Co
N/A—8,669-8,669-100%$718.4K———
Summit Trail Advisors, LLC
N/A—8,656-8,656-100%$717.3K———
Tudor Investment Corp ET AL
N/A—8,632-8,632-100%$715.3K———
Stephens Inc
N/A—8,592-8,592-100%$712.0K———
Global Retirement Partners, LLC
N/A—8,520-8,520-100%$706.1K———
Liberty One Investment Management, LLC
N/A—8,461-8,461-100%$701.2K———
World Investment Advisors
N/A—8,425-8,425-100%$711.6K———
United Capital Financial Advisors, LLC
N/A—8,385-8,385-100%$694.9K———
CIBC Bancorp USA Inc.
N/A—8,142-8,142-100%$674.7K———
Wealthspire Advisors, LLC
N/A—7,911-7,911-100%$655.6K———
Ballentine Partners, LLC
N/A—7,855-7,855-100%$650.9K———
Blair William & Co
N/A—7,804-7,804-100%$646.7K———
NewEdge Advisors, LLC
N/A—7,701-7,701-100%$638.2K———
Savvy Advisors, Inc.
N/A—7,557-7,557-100%$626.2K———
Guardian Capital LP
N/A—7,508-7,508-100%$622.2K———
Future Fund LLC
N/A—7,393-7,393-100%$612.7K———
Private Advisor Group, LLC
N/A—7,171-7,171-100%$594.3K———
Beacon Pointe Advisors, LLC
N/A—7,036-7,036-100%$583.1K———
RNC Capital Management LLC
N/A—6,280-6,280-100%$520.4K———
Advisory Services Network, LLC
N/A—6,212-6,212-100%$514.8K———
Pure Financial Advisors, LLC
N/A—6,085-6,085-100%$504.3K———
Centiva Capital, LP
N/A—5,993-5,993-100%$496.6K———
Dorsey & Whitney Trust Co LLC
N/A—5,971-5,971-100%$494.8K———
Waverly Advisors, LLC
N/A—5,946-5,946-100%$492.7K———
Steward Partners Investment Advisory, LLC
N/A—5,895-5,895-100%$488.5K———
Hilltop Holdings Inc.
N/A—5,703-5,703-100%$472.6K———
Anchor Bay Capital, Inc.
N/A—5,692-5,692-100%$452.4K———
Bridgefront Capital, LLC
N/A—5,510-5,510-100%$456.6K———
O'rourke & Company, Inc
N/A—5,442-5,442-100%$451.0K———
Independent Advisor Alliance
N/A—5,385-5,385-100%$446.2K———
Summit Financial, LLC
N/A—5,255-5,255-100%$435.5K———
IHT Wealth Management, LLC
N/A—5,189-5,189-100%$430.0K———
Commerce Bank
N/A—5,177-5,177-100%$429.0K———
Gallagher Fiduciary Advisors, LLC
N/A—5,095-5,095-100%$422.2K———
Quantum Portfolio Management LLC
N/A—4,921-4,921-100%$407.8K———
Mayflower Financial Advisors, LLC
N/A—4,779-4,779-100%$396.0K———
Transamerica Financial Advisors, LLC
N/A—4,755-4,755-100%$394.1K———
Dynasty Wealth Management, LLC
N/A—4,566-4,566-100%$378.4K———
Hexagon Capital Partners LLC
N/A—4,532-4,532-100%$375.6K———
EP Wealth Advisors, LLC
N/A—4,465-4,465-100%$370.0K———
Frec Markets, Inc.
N/A—4,393-4,393-100%$364.0K———
Dynamic Technology Lab Private Ltd
N/A—4,341-4,341-100%$360.0K———
Focus Partners Advisor Solutions, LLC
N/A—4,274-4,274-100%$354.3K———
American Trust Investment Advisors, LLC
N/A—4,227-4,227-100%$350.3K———
Checchi Capital Advisers, LLC
N/A—4,168-4,168-100%$345.4K———
Blueshift Asset Management, LLC
N/A—4,037-4,037-100%$334.5K———
Gateway Wealth Partners, LLC
N/A—3,955-3,955-100%$327.8K———
Modern Wealth Management, LLC
N/A—3,853-3,853-100%$319.3K———
HSBC Holdings PLC
N/A—3,841-3,841-100%$318.3K———
Gotham Asset Management, LLC
N/A—3,827-3,827-100%$317.1K———
Advyzon Investment Management, LLC
N/A—3,816-3,816-100%$316.2K———
Johnson Investment Counsel Inc
N/A—3,790-3,790-100%$314.1K———
Elequin Capital, LP
N/A—3,784-3,784-100%$313.6K———
LGT Group Foundation
N/A—3,770-3,770-100%$312.4K———
Brown Advisory Inc
N/A—3,760-3,760-100%$311.6K———
Advisors Asset Management, Inc.
N/A—3,639-3,639-100%$301.6K———
Texas Yale Capital Corp.
N/A—3,525-3,525-100%$292.1K———
Kintra Wealth, LLC
N/A—3,524-3,524-100%$286.1K———
Mattson Financial Services, LLC
N/A—3,459-3,459-100%$285.4K———
DRW Securities, LLC
N/A—3,453-3,453-100%$286.2K———
Graney & King, LLC
N/A—3,447-3,447-100%$285.7K———
Atlantic Family Wealth, LLC
N/A—3,318-3,318-100%$275.0K———
Alliancebernstein L.P.
N/A—3,267-3,267-100%$276.4K———
Kingsview Wealth Management, LLC
N/A—3,227-3,227-100%$267.4K———
Brown Financial Advisors
N/A—3,219-3,219-100%$266.8K———
Tower Research Capital LLC (TRC)
N/A—3,208-3,208-100%$265.8K———
MAI Capital Management
N/A—3,131-3,131-100%$259.4K———
HM Payson & Co
N/A—3,101-3,101-100%$257.0K———
Calydon Capital
N/A—3,085-3,085-100%$255.6K———
Arkadios Wealth Advisors
N/A—2,920-2,920-100%$242.0K———
Cozad Asset Management Inc
N/A—2,911-2,911-100%$241.2K———
BFC Planning, Inc.
N/A—2,889-2,889-100%$239.4K———
Pursuit Wealth Strategies, LLC
N/A—2,857-2,857-100%$236.8K———
GTS Securities LLC
N/A—2,793-2,793-100%$231.5K———
Laffer Tengler Investments, Inc.
N/A—2,789-2,789-100%$231.1K———
Aigen Investment Management, LP
N/A—2,788-2,788-100%$231.0K———
GSA Capital Partners LLP
N/A—2,710-2,710-100%$225.0K———
Winton Group Ltd
N/A—2,700-2,700-100%$223.7K———
Bridgewater Advisors Inc.
N/A—2,668-2,668-100%$213.1K———
Phillips Wealth Planners LLC
N/A—2,667-2,667-100%$221.7K———
Walleye Trading LLC
N/A—2,623-2,623-100%$217.4K———
Essex Financial Services, Inc.
N/A—2,605-2,605-100%$215.9K———
Clayton Partners LLC
N/A—2,591-2,591-100%$214.7K———
OneAscent Family Office, LLC
N/A—2,590-2,590-100%$214.6K———
Cresset Asset Management, LLC
N/A—2,585-2,585-100%$214.2K———
Equitable Holdings, Inc.
N/A—2,535-2,535-100%$210.1K———
Composition Wealth, LLC
N/A—2,532-2,532-100%$209.8K———
Gamco Investors, Inc. ET AL
N/A—2,500-2,500-100%$207.2K———
Keel Point, LLC
N/A—2,481-2,481-100%$205.6K———
OneAscent Financial Services LLC
N/A—2,471-2,471-100%$204.8K———
FLC Capital Advisors
N/A—2,420-2,420-100%$200.5K———
Huntington National Bank
N/A—2,140-2,140-100%$177.3K———
New York State Common Retirement Fund
N/A—2,066-2,066-100%$171.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,877-1,877-100%$155.6K———
Brown Brothers Harriman & Co
N/A—1,640-1,640-100%$135.9K———
Rialto Wealth Management, LLC
N/A—1,250-1,250-100%$103.6K———
Basecamp Wealth Advisors LLC
N/A—1,114-1,114-100%$92.3K———
Truvestments Capital LLC
N/A—1,104-1,104-100%$91.5K———
Bruce G. Allen Investments, LLC
N/A—1,081-1,081-100%$89.6K———
Aventura Private Wealth, LLC
N/A—958-958-100%$79.4K———
Rothschild Investment LLC
N/A—798-798-100%$66.1K———
SHP Wealth Management
N/A—781-781-100%$64.7K———
Godfrey Financial Associates, Inc.
N/A—779-779-100%$64.6K———
PIN OAK Investment Advisors Inc
N/A—740-740-100%$61.0K———
Medallion Wealth Advisors, LLC
N/A—707-707-100%$58.4K———
ESL Trust Services, LLC
N/A—480-480-100%$39.8K———
Walleye Capital LLC
N/A—440-440-100%$36.5K———
Glen Eagle Advisors, LLC
N/A—435-435-100%$36.0K———
Measured Wealth Private Client Group, LLC
N/A—392-392-100%$32.5K———
Wellington-Altus USA Inc.
N/A—351-351-100%$29.7K———
Capital Analysts, LLC
N/A—319-319-100%$27———
Richard W. Paul & Associates, LLC
N/A—285-285-100%$23.6K———
Ancora Advisors LLCA
N/A—281-281-100%$23.3K———
Continuum Advisory, LLC
N/A—264-264-100%$21.9K———
Avalon Trust Co
N/A—255-255-100%$21.1K———
Millstone Evans Group, LLC
N/A—250-250-100%$20.7K———
GW&K Investment Management, LLC
N/A—235-235-100%$19———
ST Germain D J Co Inc
N/A—227-227-100%$18.8K———
JPL Wealth Management, LLC
N/A—222-222-100%$18.4K———
Atlantic Union Bankshares Corp
N/A—200-200-100%$16.6K———
Federation des caisses Desjardins du Quebec
N/A—186-186-100%$15.4K———
Raffa Wealth Management, LLC
N/A—159-159-100%$13.2K———
Kilter Group LLC
N/A—153-153-100%$12.7K———
Bartlett & Co. Wealth Management LLC
N/A—145-145-100%$12.0K———
Bogart Wealth, LLC
N/A—130-130-100%$10.8K———
Cornerstone Financial Management LLC
N/A—129-129-100%$10.7K———
Manning & Napier Advisors LLC
N/A—122-122-100%$10.2K———
Synergy Investment Management, LLC
N/A—121-121-100%$9.5K———
Purpose Unlimited Inc.
N/A—114-114-100%$9.6K———
Mitsubishi UFJ Trust & Banking Corp
N/A—111-111-100%$9.2K———
WealthCollab, LLC
N/A—109-109-100%$9.0K———
BOK Financial Private Wealth, Inc.
N/A—104-104-100%$8.6K———
IMA Advisory Services, Inc.
N/A—92-92-100%$7.6K———
Basepoint Wealth LLC
N/A—87-87-100%$7.2K———
Fiduciary Financial Advisors
N/A—77-77-100%$6.2K———
Keating Financial Advisory Services, Inc.
N/A—66-66-100%$5.5K———
Benson Wealth Management Inc
N/A—60-60-100%$5.0K———
Wiser Advisor Group LLC
N/A—54-54-100%$4.5K———
Ameriflex Group, Inc.
N/A—47-47-100%$3.9K———
EFG International AG
N/A—43-43-100%$3.6K———
CVA Family Office, LLC
N/A—34-34-100%$2.8K———
Allied Private Wealth LLC
N/A—30-30-100%$2.5K———
Colonial Trust Co / SC
N/A—27-27-100%$2.2K———
LRI Investments, LLC
N/A—25-25-100%$2.1K———
Anchor Investment Management, LLC
N/A—25-25-100%$2.1K———
Dunhill Financial, LLC
N/A—23-23-100%$2.0K———
Mcguire Capital Advisors Inc
N/A—17-17-100%$1.4K———
FWL Investment Management, LLC
N/A—14-14-100%$1.2K———
Marshall Investment Management, LLC
N/A—10-10-100%$829———
MidFirst Bank
N/A—9-9-100%$746———
Cordant, Inc.
N/A—5-5-100%$448———
Horizon Investments, LLC
N/A—5-5-100%$414———
Nomura Asset Management Co LTD
N/A—00—$0———
Showing 654 of 654 institutions