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Nuveen Muni HI Inc Opport (NMZ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares2,345,860 from 2,217,036
Change+128,824 (+6%)
Value$21.0M (-$2.4M)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
INCREASED
Shares1,048,402 from 1,023,649
Change+24,753 (+2%)
Value$9.4M (-$1.4M)
Filed 2026-11-05
Melone Private Wealth, LLC
INCREASED
Shares976,404 from 846,287
Change+130,117 (+15%)
Value$8.7M (-$196.7K)
Filed 2026-10-16
Commonwealth Equity Services, LLC
DECREASED
Shares341,226 from 446,955
Change-105,729 (-24%)
Value$3.1M (-$1.7M)
Filed 2026-11-02
Platform Technology Partners
INCREASED
Shares245,044 from 193,277
Change+51,767 (+27%)
Value$2.2M (+$152.7K)
Filed 2026-11-02
Fifth Third Bancorp
INCREASED
Shares197,134 from 168,093
Change+29,041 (+17%)
Value$1.8M (-$10.4K)
Filed 2026-11-05
Kestra Advisory Services, LLC
DECREASED
Shares177,644 from 189,986
Change-12,342 (-6%)
Value$1.6M (-$416.5K)
Filed 2026-11-02
High Net Worth Advisory Group LLC
INCREASED
Shares156,943 from 136,345
Change+20,598 (+15%)
Value$1.4M (-$35.0K)
Filed 2026-10-26
Ellis Investment Partners, LLC
INCREASED
Shares151,931 from 139,381
Change+12,550 (+9%)
Value$1.4M (-$112.0K)
Filed 2026-10-21
Truist Financial Corp
INCREASED
Shares139,027 from 136,648
Change+2,379 (+2%)
Value$1.2M (-$198.7K)
Filed 2026-10-30
Wakefield Asset Management Lllp
INCREASED
Shares129,079 from 115,718
Change+13,361 (+12%)
Value$1.2M (-$66.8K)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares124,386 from 143,340
Change-18,954 (-13%)
Value$1.1K (-$1.5M)
Filed 2026-11-02
Breakwater Capital Group
INCREASED
Shares111,971 from 110,775
Change+1,196 (+1%)
Value$1.0M (-$167.6K)
Filed 2026-10-09
Venture Visionary Partners LLC
INCREASED
Shares103,272 from 92,581
Change+10,691 (+12%)
Value$925.3K (-$53.3K)
Filed 2026-10-07
Gridiron Partners, LLC
UNCHANGED
Shares101,622 from 101,622
Change0 (0%)
Value$910.5K (-$163.6K)
Filed 2026-10-08
Signal Advisors Wealth, LLC
INCREASED
Shares83,231 from 33,752
Change+49,479 (+147%)
Value$745.7K (+$389.0K)
Filed 2026-10-13
TCP Asset Management, LLC
UNCHANGED
Shares77,231 from 77,231
Change0 (0%)
Value$691.2K (-$125.1K)
Filed 2026-10-14
Wespac Advisors, LLC
UNCHANGED
Shares72,603 from 72,603
Change0 (0%)
Value$650.5K (-$116.9K)
Filed 2026-10-26
Secure Asset Management, LLC
INCREASED
Shares69,703 from 42,190
Change+27,513 (+65%)
Value$624.5K (+$178.6K)
Filed 2026-10-19
Worthington Financial Partners, LLC
DECREASED
Shares68,857 from 70,330
Change-1,473 (-2%)
Value$617.0K (-$126.4K)
Filed 2026-10-13
Abel Hall, LLC
INCREASED
Shares67,000 from 15,000
Change+52,000 (+347%)
Value$600.3K (+$441.8K)
Filed 2026-10-19
HUB Investment Partners, LLC
INCREASED
Shares64,779 from 26,213
Change+38,566 (+147%)
Value$580.4K (+$303.4K)
Filed 2026-11-03
MFA Wealth Services
DECREASED
Shares50,487 from 95,615
Change-45,128 (-47%)
Value$452.4K (-$558.3K)
Filed 2026-10-14
Oppenheimer & Co Inc
DECREASED
Shares49,888 from 51,878
Change-1,990 (-4%)
Value$447.0K (-$101.4K)
Filed 2026-10-26
Wealthcare Advisory Partners LLC
DECREASED
Shares48,670 from 62,179
Change-13,509 (-22%)
Value$436.1K (-$221.1K)
Filed 2026-10-21
Core Wealth Partners LLC
INCREASED
Shares44,636 from 44,599
Change+37 (+0%)
Value$399.9K (-$71.5K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
INCREASED
Shares44,019 from 13,268
Change+30,751 (+232%)
Value$394.4K (+$254.2K)
Filed 2026-10-16
Valen Private Capital, LLC
NEW
Shares43,829
Change+43,829
Value$392.7K
Filed 2026-10-23
Avior Wealth Management, LLC
INCREASED
Shares42,825 from 17,825
Change+25,000 (+140%)
Value$383.7K (+$195.3K)
Filed 2026-10-13
Nations Financial Group Inc,
INCREASED
Shares39,956 from 39,327
Change+629 (+2%)
Value$358.0K (-$57.7K)
Filed 2026-11-05
AmeriServ Wealth Advisors
UNCHANGED
Shares39,137 from 39,137
Change0 (0%)
Value$350.7K (-$63.0K)
Filed 2026-10-21
Kaizen Financial Strategies
NEW
Shares38,832
Change+38,832
Value$347.9K
Filed 2026-10-09
Cliftonlarsonallen Wealth Advisors, LLC
UNCHANGED
Shares38,418 from 38,418
Change0 (0%)
Value$344.2K (-$61.9K)
Filed 2026-10-14
Traynor Capital Management, Inc.
DECREASED
Shares37,928 from 45,229
Change-7,301 (-16%)
Value$339.8K (-$138.2K)
Filed 2026-10-29
Wealth Effects LLC
UNCHANGED
Shares37,898 from 37,898
Change0 (0%)
Value$339.6K (-$61.0K)
Filed 2026-10-23
StoneX Group Inc.
INCREASED
Shares37,575 from 26,264
Change+11,311 (+43%)
Value$355.6K (+$76.2K)
Filed 2026-11-03
MGO One Seven LLC
INCREASED
Shares34,637 from 28,620
Change+6,017 (+21%)
Value$310.4K (+$7.8K)
Filed 2026-10-28
Compound Planning, Inc.
INCREASED
Shares32,789 from 32,452
Change+337 (+1%)
Value$293.8K (-$49.2K)
Filed 2026-11-05
RMR Wealth Builders
UNCHANGED
Shares31,182 from 31,182
Change0 (0%)
Value$281.4K (-$50.2K)
Filed 2026-10-22
Noble Wealth Management PBC
DECREASED
Shares31,122 from 33,022
Change-1,900 (-6%)
Value$278.9K (-$70.2K)
Filed 2026-10-01
Kercheville Advisors, LLC
INCREASED
Shares29,389 from 29,364
Change+25 (+0%)
Value$263.3K (-$47.0K)
Filed 2026-10-19
Aviance Capital Partners, LLC
DECREASED
Shares28,971 from 31,123
Change-2,152 (-7%)
Value$259.6K (-$69.4K)
Filed 2026-10-29
Capital Investment Advisors, LLC
DECREASED
Shares28,334 from 30,374
Change-2,040 (-7%)
Value$253.9K (-$67.2K)
Filed 2026-10-22
Ashton Thomas Private Wealth, LLC
DECREASED
Shares28,300 from 34,487
Change-6,187 (-18%)
Value$253.6K (-$111.0K)
Filed 2026-11-03
Johnson & White Wealth Management, LLC
INCREASED
Shares27,400 from 26,941
Change+459 (+2%)
Value$245.5K (-$39.3K)
Filed 2026-11-03
Omni 360 Wealth, Inc.
INCREASED
Shares26,129 from 25,893
Change+236 (+1%)
Value$234.1K (-$39.6K)
Filed 2026-10-13
SAX Wealth Advisors, LLC
NEW
Shares24,563
Change+24,563
Value$220.1K
Filed 2026-10-13
Leo Wealth, LLC
NEW
Shares23,536
Change+23,536
Value$210.9K
Filed 2026-10-26
XML Financial, LLC
DECREASED
Shares23,026 from 23,726
Change-700 (-3%)
Value$206.3K (-$44.5K)
Filed 2026-10-29
Duncker Streett & Co Inc
UNCHANGED
Shares22,900 from 22,900
Change0 (0%)
Value$205.2K (-$36.9K)
Filed 2026-10-27
Krilogy Financial LLC
DECREASED
Shares22,384 from 22,434
Change-50 (0%)
Value$201.7K (-$35.4K)
Filed 2026-10-13
Smith Chas P & Associates PA Cpas
INCREASED
Shares19,700 from 14,700
Change+5,000 (+34%)
Value$179.9K (+$24.5K)
Filed 2026-10-22
Prospera Financial Services Inc
NEW
Shares18,291
Change+18,291
Value$161.5K
Filed 2026-11-04
LexAurum Advisors, LLC
INCREASED
Shares17,983 from 17,641
Change+342 (+2%)
Value$161.1K (-$25.3K)
Filed 2026-10-19
B. Riley Wealth Advisors, Inc.
INCREASED
Shares17,958 from 10,064
Change+7,894 (+78%)
Value$160.9K (+$54.9K)
Filed 2026-10-13
US Bancorp \de\
INCREASED
Shares17,608 from 15,108
Change+2,500 (+17%)
Value$157.8K (-$1.9K)
Filed 2026-11-05
Joel Isaacson & Co., LLC
INCREASED
Shares17,204 from 15,281
Change+1,923 (+13%)
Value$154.2K (-$7.4K)
Filed 2026-11-05
Outlook Wealth Advisors, LLC
INCREASED
Shares16,139 from 15,832
Change+307 (+2%)
Value$144.6K (-$22.7K)
Filed 2026-10-28
Pinnacle Associates LTD
NEW
Shares16,009
Change+16,009
Value$143.4K
Filed 2026-10-20
Dynamic Advisor Solutions LLC
DECREASED
Shares15,833 from 20,299
Change-4,466 (-22%)
Value$141.9K (-$72.7K)
Filed 2026-10-13
David J Yvars Group
UNCHANGED
Shares15,508 from 15,508
Change0 (0%)
Value$139.0K (-$25.0K)
Filed 2026-10-09
Diversify Wealth Management, LLC
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$136.7K (-$16.7K)
Filed 2026-10-20
Diversify Advisory Services, LLC
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$136.7K (-$16.7K)
Filed 2026-10-20
Florida Trust Wealth Management Co
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$134.4K (-$24.2K)
Filed 2026-11-05
Pinnacle Wealth Management Advisory Group, LLC
NEW
Shares14,845
Change+14,845
Value$133.0K
Filed 2026-10-23
Cane Capital Partners, LLC
UNCHANGED
Shares14,400 from 14,400
Change0 (0%)
Value$129.0K (-$23.2K)
Filed 2026-10-23
Closed-End Fund Advisors, Inc.
DECREASED
Shares14,038 from 15,275
Change-1,237 (-8%)
Value$125.8K (-$35.7K)
Filed 2026-11-04
Green Ridge Wealth Planning LLC
UNCHANGED
Shares13,924 from 13,924
Change0 (0%)
Value$124.8K (-$22.4K)
Filed 2026-10-08
Creative Planning
DECREASED
Shares13,211 from 29,062
Change-15,851 (-55%)
Value$118.4K (-$188.8K)
Filed 2026-11-02
Thrivent Financial for Lutherans
UNCHANGED
Shares12,530 from 12,530
Change0 (0%)
Value$112 (-$131.9K)
Filed 2026-11-05
Walker Asset Management, LLC
UNCHANGED
Shares12,462 from 12,462
Change0 (0%)
Value$111.7K (-$20.1K)
Filed 2026-10-13
Ramiah Investment Group
INCREASED
Shares12,419 from 11,782
Change+637 (+5%)
Value$111.3K (-$13.3K)
Filed 2026-10-20
Davenport & Co LLC
NEW
Shares12,280
Change+12,280
Value$110.0K
Filed 2026-10-14
Value Investment Professionals, LLC
UNCHANGED
Shares12,016 from 12,016
Change0 (0%)
Value$107.7K (-$19.3K)
Filed 2026-10-13
Blueline Advisors LLC
DECREASED
Shares11,839 from 13,593
Change-1,754 (-13%)
Value$106.1K (-$38.2K)
Filed 2026-10-15
Indivisible Partners
INCREASED
Shares11,265 from 11,051
Change+214 (+2%)
Value$100.9K (-$15.9K)
Filed 2026-10-26
FF Advisors,LLC
DECREASED
Shares11,263 from 16,905
Change-5,642 (-33%)
Value$100.9K (-$77.8K)
Filed 2026-10-21
Key Client Fiduciary Advisors, LLC
INCREASED
Shares11,194 from 11,050
Change+144 (+1%)
Value$100.3K (-$16.5K)
Filed 2026-10-19
Principle Wealth Partners LLC
UNCHANGED
Shares11,000 from 11,000
Change0 (0%)
Value$98.6K (-$17.7K)
Filed 2026-11-02
GenWealth Group, Inc.
UNCHANGED
Shares10,957 from 10,957
Change0 (0%)
Value$98.2K (-$17.6K)
Filed 2026-10-16
Independent Financial Group, LLC
UNCHANGED
Shares10,063 from 10,063
Change0 (0%)
Value$90.2K (-$16.2K)
Filed 2026-10-13
Spire Wealth Management
UNCHANGED
Shares10,041 from 10,041
Change0 (0%)
Value$90.0K (-$16.2K)
Filed 2026-10-30
Washington Trust Advisors, Inc.
NEW
Shares7,706
Change+7,706
Value$69.0K
Filed 2026-10-22
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares5,879 from 5,879
Change0 (0%)
Value$53 (-$61.9K)
Filed 2026-10-14
Smallwood Wealth Investment Management, LLC
DECREASED
Shares5,354 from 6,486
Change-1,132 (-17%)
Value$48.0K (-$20.6K)
Filed 2026-10-30
Farther Finance Advisors, LLC
INCREASED
Shares4,444 from 4,437
Change+7 (+0%)
Value$39.8K (-$7.1K)
Filed 2026-10-08
Costello Asset Management, Inc
INCREASED
Shares3,342 from 3,310
Change+32 (+1%)
Value$29.9K (-$5.0K)
Filed 2026-10-30
Key FInancial Inc
UNCHANGED
Shares2,868 from 2,868
Change0 (0%)
Value$25.7K (-$4.6K)
Filed 2026-11-02
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares2,532 from 2,532
Change0 (0%)
Value$22.7K (-$4.1K)
Filed 2026-10-29
Princeton Global Asset Management LLC
UNCHANGED
Shares2,494 from 2,494
Change0 (0%)
Value$22.3K (-$4.0K)
Filed 2026-10-21
Private Trust Co NA
UNCHANGED
Shares2,410 from 2,410
Change0 (0%)
Value$21.6K (-$3.9K)
Filed 2026-10-20
Latitude Advisors, LLC
NEW
Shares2,262
Change+2,262
Value$20.3K
Filed 2026-10-27
Bare Financial Services, Inc
UNCHANGED
Shares2,173 from 2,173
Change0 (0%)
Value$19.5K (-$3.5K)
Filed 2026-11-04
Highline Wealth Partners LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$17.9K (-$3.2K)
Filed 2026-10-19
Daytona Street Capital LLC
UNCHANGED
Shares1,812 from 1,812
Change0 (0%)
Value$15.9K (-$2.9K)
Filed 2026-10-15
EverSource Wealth Advisors, LLC
UNCHANGED
Shares1,587 from 1,587
Change0 (0%)
Value$14.2K (-$2.6K)
Filed 2026-11-04
Jacobi Capital Management LLC
NEW
Shares1,193
Change+1,193
Value$10.7K
Filed 2026-11-05
Assetmark, Inc
UNCHANGED
Shares1,173 from 1,173
Change0 (0%)
Value$10.5K (-$1.9K)
Filed 2026-10-21
Manchester Capital Management LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$9.0K (-$1.6K)
Filed 2026-10-22
Trust Co of Toledo NA
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$9.0K (-$1.6K)
Filed 2026-10-16
IFP Advisors, Inc
DECREASED
Shares762 from 1,003
Change-241 (-24%)
Value$6.8K (-$3.8K)
Filed 2026-10-16
YHB Investment Advisors, Inc.
CLOSED
Shares0 from 82,213
Change-82,213 (-100%)
Value$0 (-$869.0K)
Filed 2026-10-08
Mirador Capital Partners LP
CLOSED
Shares0 from 25,438
Change-25,438 (-100%)
Value$0 (-$268.9K)
Filed 2026-10-09
Plan Group Financial, LLC
CLOSED
Shares0 from 25,114
Change-25,114 (-100%)
Value$0 (-$265.5K)
Filed 2026-10-22
Fragasso Financial Advisors Inc
CLOSED
Shares0 from 20,190
Change-20,190 (-100%)
Value$0 (-$213.4K)
Filed 2026-10-13
Grimes & Co Wealth Management, LLC
CLOSED
Shares0 from 16,671
Change-16,671 (-100%)
Value$0 (-$176.2K)
Filed 2026-10-29
Sage Capital Management, LLC
CLOSED
Shares0 from 13,376
Change-13,376 (-100%)
Value$0 (-$141.4K)
Filed 2026-10-20
Independent Wealth Network Inc.
CLOSED
Shares0 from 12,571
Change-12,571 (-100%)
Value$0 (-$132.9K)
Filed 2026-10-19
Bank of New York Mellon Corp
CLOSED
Shares0 from 12,463
Change-12,463 (-100%)
Value$0 (-$131.7K)
Filed 2026-11-05
Wedbush Securities Inc
CLOSED
Shares0 from 12,410
Change-12,410 (-100%)
Value$0 (-$131.0K)
Filed 2026-10-22
AlphaCore Capital LLC
CLOSED
Shares0 from 12,243
Change-12,243 (-100%)
Value$0 (-$130.2K)
Filed 2026-11-04
Sigma Planning Corp
CLOSED
Shares0 from 11,411
Change-11,411 (-100%)
Value$0 (-$120.6K)
Filed 2026-10-23
Kennedy Investment Group, Inc.
CLOSED
Shares0 from 10,173
Change-10,173 (-100%)
Value$0 (-$107.5K)
Filed 2026-10-21
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,603
Change-1,603 (-100%)
Value$0 (-$16.9K)
Filed 2026-11-02
Pinnacle Wealth Planning Services, Inc.
CLOSED
Shares0 from 832
Change-832 (-100%)
Value$0 (-$8.8K)
Filed 2026-10-27
MTM Investment Management, LLC
CLOSED
Shares0 from 574
Change-574 (-100%)
Value$0 (-$6.1K)
Filed 2026-10-30
Maryland Capital Advisors Inc.
CLOSED
Shares0 from 427
Change-427 (-100%)
Value$0 (-$4.5K)
Filed 2026-10-15
WPG Advisers, LLC
CLOSED
Shares0 from 231
Change-231 (-100%)
Value$0 (-$2.4K)
Filed 2026-10-27
Morgan Stanley
N/A
Shares— from 3,168,046
Change-3,168,046 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 2,376,749
Change-2,376,749 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,359,288
Change-2,359,288 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 2,336,943
Change-2,336,943 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,930,236
Change-1,930,236 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,531,663
Change-1,531,663 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,112,841
Change-1,112,841 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 1,080,405
Change-1,080,405 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 1,056,439
Change-1,056,439 (-100%)
Value—
Rivernorth Capital Management, LLC
N/A
Shares— from 1,049,891
Change-1,049,891 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,002,529
Change-1,002,529 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 592,054
Change-592,054 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 516,095
Change-516,095 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 450,516
Change-450,516 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 311,793
Change-311,793 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 271,945
Change-271,945 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 265,084
Change-265,084 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 220,498
Change-220,498 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 217,064
Change-217,064 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 187,628
Change-187,628 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 172,917
Change-172,917 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 170,091
Change-170,091 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 165,408
Change-165,408 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 151,024
Change-151,024 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 148,159
Change-148,159 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 141,199
Change-141,199 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 135,750
Change-135,750 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 134,954
Change-134,954 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 124,142
Change-124,142 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 117,347
Change-117,347 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 116,078
Change-116,078 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 110,215
Change-110,215 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 97,723
Change-97,723 (-100%)
Value—
&partners
N/A
Shares— from 97,221
Change-97,221 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 90,748
Change-90,748 (-100%)
Value—
North Ground Capital
N/A
Shares— from 89,600
Change-89,600 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 88,855
Change-88,855 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 85,443
Change-85,443 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 80,144
Change-80,144 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 79,703
Change-79,703 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 76,640
Change-76,640 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 73,760
Change-73,760 (-100%)
Value—
EQ Wealth Advisors, LLC
N/A
Shares— from 70,022
Change-70,022 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 69,119
Change-69,119 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 67,263
Change-67,263 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 59,977
Change-59,977 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 58,059
Change-58,059 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 53,135
Change-53,135 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 52,207
Change-52,207 (-100%)
Value—
Melfa Wealth Management, Inc.
N/A
Shares— from 41,574
Change-41,574 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 41,492
Change-41,492 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 41,081
Change-41,081 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 39,244
Change-39,244 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 37,529
Change-37,529 (-100%)
Value—
Ibex Wealth Advisors
N/A
Shares— from 37,521
Change-37,521 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 31,094
Change-31,094 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 30,451
Change-30,451 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 30,271
Change-30,271 (-100%)
Value—
Alpine Global Management, LLC
N/A
Shares— from 28,980
Change-28,980 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 28,583
Change-28,583 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 27,767
Change-27,767 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 26,937
Change-26,937 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 26,336
Change-26,336 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 26,126
Change-26,126 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 25,341
Change-25,341 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 24,948
Change-24,948 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 23,588
Change-23,588 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 23,519
Change-23,519 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 20,362
Change-20,362 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 20,289
Change-20,289 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 19,645
Change-19,645 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 19,140
Change-19,140 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 19,067
Change-19,067 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 18,958
Change-18,958 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 18,496
Change-18,496 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 17,269
Change-17,269 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 15,343
Change-15,343 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 15,048
Change-15,048 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 14,692
Change-14,692 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 14,349
Change-14,349 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 14,304
Change-14,304 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 14,137
Change-14,137 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 13,916
Change-13,916 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 13,177
Change-13,177 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 13,087
Change-13,087 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 12,858
Change-12,858 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 12,728
Change-12,728 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 12,502
Change-12,502 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 12,430
Change-12,430 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 12,325
Change-12,325 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 11,736
Change-11,736 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 11,489
Change-11,489 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 11,125
Change-11,125 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 10,475
Change-10,475 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 10,312
Change-10,312 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 10,150
Change-10,150 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 4,215
Change-4,215 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 3,795
Change-3,795 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 3,555
Change-3,555 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 3,512
Change-3,512 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 403
Change-403 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 171
Change-171 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 150
Change-150 (-100%)
Value—
Status
Hennion & Walsh Asset Management, Inc.
INCREASED2,345,8602,217,036+128,824+6%$23.4M$21.0M-$2.4M2026-10-13
J.W. Cole Advisors, Inc.
INCREASED1,048,4021,023,649+24,753+2%$10.8M$9.4M-$1.4M2026-11-05
Melone Private Wealth, LLC
INCREASED976,404846,287+130,117+15%$8.9M$8.7M-$196.7K2026-10-16
Commonwealth Equity Services, LLC
DECREASED341,226446,955-105,729-24%$4.7M$3.1M-$1.7M2026-11-02
Platform Technology Partners
INCREASED245,044193,277+51,767+27%$2.0M$2.2M+$152.7K2026-11-02
Fifth Third Bancorp
INCREASED197,134168,093+29,041+17%$1.8M$1.8M-$10.4K2026-11-05
Kestra Advisory Services, LLC
DECREASED177,644189,986-12,342-6%$2.0M$1.6M-$416.5K2026-11-02
High Net Worth Advisory Group LLC
INCREASED156,943136,345+20,598+15%$1.4M$1.4M-$35.0K2026-10-26
Ellis Investment Partners, LLC
INCREASED151,931139,381+12,550+9%$1.5M$1.4M-$112.0K2026-10-21
Truist Financial Corp
INCREASED139,027136,648+2,379+2%$1.4M$1.2M-$198.7K2026-10-30
Wakefield Asset Management Lllp
INCREASED129,079115,718+13,361+12%$1.2M$1.2M-$66.8K2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED124,386143,340-18,954-13%$1.5M$1.1K-$1.5M2026-11-02
Breakwater Capital Group
INCREASED111,971110,775+1,196+1%$1.2M$1.0M-$167.6K2026-10-09
Venture Visionary Partners LLC
INCREASED103,27292,581+10,691+12%$978.6K$925.3K-$53.3K2026-10-07
Gridiron Partners, LLC
UNCHANGED101,622101,62200%$1.1M$910.5K-$163.6K2026-10-08
Signal Advisors Wealth, LLC
INCREASED83,23133,752+49,479+147%$356.8K$745.7K+$389.0K2026-10-13
TCP Asset Management, LLC
UNCHANGED77,23177,23100%$816.3K$691.2K-$125.1K2026-10-14
Wespac Advisors, LLC
UNCHANGED72,60372,60300%$767.4K$650.5K-$116.9K2026-10-26
Secure Asset Management, LLC
INCREASED69,70342,190+27,513+65%$445.9K$624.5K+$178.6K2026-10-19
Worthington Financial Partners, LLC
DECREASED68,85770,330-1,473-2%$743.4K$617.0K-$126.4K2026-10-13
Abel Hall, LLC
INCREASED67,00015,000+52,000+347%$158.6K$600.3K+$441.8K2026-10-19
HUB Investment Partners, LLC
INCREASED64,77926,213+38,566+147%$277.1K$580.4K+$303.4K2026-11-03
MFA Wealth Services
DECREASED50,48795,615-45,128-47%$1.0M$452.4K-$558.3K2026-10-14
Oppenheimer & Co Inc
DECREASED49,88851,878-1,990-4%$548.4K$447.0K-$101.4K2026-10-26
Wealthcare Advisory Partners LLC
DECREASED48,67062,179-13,509-22%$657.2K$436.1K-$221.1K2026-10-21
Core Wealth Partners LLC
INCREASED44,63644,599+37+0%$471.4K$399.9K-$71.5K2026-11-02
Concurrent Investment Advisors, LLC
INCREASED44,01913,268+30,751+232%$140.2K$394.4K+$254.2K2026-10-16
Valen Private Capital, LLC
NEW43,829—+43,829——$392.7K—2026-10-23
Avior Wealth Management, LLC
INCREASED42,82517,825+25,000+140%$188.4K$383.7K+$195.3K2026-10-13
Nations Financial Group Inc,
INCREASED39,95639,327+629+2%$415.7K$358.0K-$57.7K2026-11-05
AmeriServ Wealth Advisors
UNCHANGED39,13739,13700%$413.7K$350.7K-$63.0K2026-10-21
Kaizen Financial Strategies
NEW38,832—+38,832——$347.9K—2026-10-09
Cliftonlarsonallen Wealth Advisors, LLC
UNCHANGED38,41838,41800%$406.1K$344.2K-$61.9K2026-10-14
Traynor Capital Management, Inc.
DECREASED37,92845,229-7,301-16%$478.1K$339.8K-$138.2K2026-10-29
Wealth Effects LLC
UNCHANGED37,89837,89800%$400.6K$339.6K-$61.0K2026-10-23
StoneX Group Inc.
INCREASED37,57526,264+11,311+43%$279.3K$355.6K+$76.2K2026-11-03
MGO One Seven LLC
INCREASED34,63728,620+6,017+21%$302.5K$310.4K+$7.8K2026-10-28
Compound Planning, Inc.
INCREASED32,78932,452+337+1%$343.0K$293.8K-$49.2K2026-11-05
RMR Wealth Builders
UNCHANGED31,18231,18200%$331.6K$281.4K-$50.2K2026-10-22
Noble Wealth Management PBC
DECREASED31,12233,022-1,900-6%$349.0K$278.9K-$70.2K2026-10-01
Kercheville Advisors, LLC
INCREASED29,38929,364+25+0%$310.4K$263.3K-$47.0K2026-10-19
Aviance Capital Partners, LLC
DECREASED28,97131,123-2,152-7%$329.0K$259.6K-$69.4K2026-10-29
Capital Investment Advisors, LLC
DECREASED28,33430,374-2,040-7%$321.1K$253.9K-$67.2K2026-10-22
Ashton Thomas Private Wealth, LLC
DECREASED28,30034,487-6,187-18%$364.5K$253.6K-$111.0K2026-11-03
Johnson & White Wealth Management, LLC
INCREASED27,40026,941+459+2%$284.8K$245.5K-$39.3K2026-11-03
Omni 360 Wealth, Inc.
INCREASED26,12925,893+236+1%$273.7K$234.1K-$39.6K2026-10-13
SAX Wealth Advisors, LLC
NEW24,563—+24,563——$220.1K—2026-10-13
Leo Wealth, LLC
NEW23,536—+23,536——$210.9K—2026-10-26
XML Financial, LLC
DECREASED23,02623,726-700-3%$250.8K$206.3K-$44.5K2026-10-29
Duncker Streett & Co Inc
UNCHANGED22,90022,90000%$242.1K$205.2K-$36.9K2026-10-27
Krilogy Financial LLC
DECREASED22,38422,434-500%$237.1K$201.7K-$35.4K2026-10-13
Smith Chas P & Associates PA Cpas
INCREASED19,70014,700+5,000+34%$155.4K$179.9K+$24.5K2026-10-22
Prospera Financial Services Inc
NEW18,291—+18,291——$161.5K—2026-11-04
LexAurum Advisors, LLC
INCREASED17,98317,641+342+2%$186.5K$161.1K-$25.3K2026-10-19
B. Riley Wealth Advisors, Inc.
INCREASED17,95810,064+7,894+78%$106.0K$160.9K+$54.9K2026-10-13
US Bancorp \de\
INCREASED17,60815,108+2,500+17%$159.7K$157.8K-$1.9K2026-11-05
Joel Isaacson & Co., LLC
INCREASED17,20415,281+1,923+13%$161.5K$154.2K-$7.4K2026-11-05
Outlook Wealth Advisors, LLC
INCREASED16,13915,832+307+2%$167.3K$144.6K-$22.7K2026-10-28
Pinnacle Associates LTD
NEW16,009—+16,009——$143.4K—2026-10-20
Dynamic Advisor Solutions LLC
DECREASED15,83320,299-4,466-22%$214.6K$141.9K-$72.7K2026-10-13
David J Yvars Group
UNCHANGED15,50815,50800%$163.9K$139.0K-$25.0K2026-10-09
Diversify Wealth Management, LLC
UNCHANGED15,00015,00000%$153.3K$136.7K-$16.7K2026-10-20
Diversify Advisory Services, LLC
UNCHANGED15,00015,00000%$153.3K$136.7K-$16.7K2026-10-20
Florida Trust Wealth Management Co
UNCHANGED15,00015,00000%$158.6K$134.4K-$24.2K2026-11-05
Pinnacle Wealth Management Advisory Group, LLC
NEW14,845—+14,845——$133.0K—2026-10-23
Cane Capital Partners, LLC
UNCHANGED14,40014,40000%$152.2K$129.0K-$23.2K2026-10-23
Closed-End Fund Advisors, Inc.
DECREASED14,03815,275-1,237-8%$161.5K$125.8K-$35.7K2026-11-04
Green Ridge Wealth Planning LLC
UNCHANGED13,92413,92400%$147.2K$124.8K-$22.4K2026-10-08
Creative Planning
DECREASED13,21129,062-15,851-55%$307.2K$118.4K-$188.8K2026-11-02
Thrivent Financial for Lutherans
UNCHANGED12,53012,53000%$132.0K$112-$131.9K2026-11-05
Walker Asset Management, LLC
UNCHANGED12,46212,46200%$131.7K$111.7K-$20.1K2026-10-13
Ramiah Investment Group
INCREASED12,41911,782+637+5%$124.5K$111.3K-$13.3K2026-10-20
Davenport & Co LLC
NEW12,280—+12,280——$110.0K—2026-10-14
Value Investment Professionals, LLC
UNCHANGED12,01612,01600%$127.0K$107.7K-$19.3K2026-10-13
Blueline Advisors LLC
DECREASED11,83913,593-1,754-13%$144.3K$106.1K-$38.2K2026-10-15
Indivisible Partners
INCREASED11,26511,051+214+2%$116.8K$100.9K-$15.9K2026-10-26
FF Advisors,LLC
DECREASED11,26316,905-5,642-33%$178.7K$100.9K-$77.8K2026-10-21
Key Client Fiduciary Advisors, LLC
INCREASED11,19411,050+144+1%$116.8K$100.3K-$16.5K2026-10-19
Principle Wealth Partners LLC
UNCHANGED11,00011,00000%$116.3K$98.6K-$17.7K2026-11-02
GenWealth Group, Inc.
UNCHANGED10,95710,95700%$115.8K$98.2K-$17.6K2026-10-16
Independent Financial Group, LLC
UNCHANGED10,06310,06300%$106.4K$90.2K-$16.2K2026-10-13
Spire Wealth Management
UNCHANGED10,04110,04100%$106.1K$90.0K-$16.2K2026-10-30
Washington Trust Advisors, Inc.
NEW7,706—+7,706——$69.0K—2026-10-22
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED5,8795,87900%$62.0K$53-$61.9K2026-10-14
Smallwood Wealth Investment Management, LLC
DECREASED5,3546,486-1,132-17%$68.6K$48.0K-$20.6K2026-10-30
Farther Finance Advisors, LLC
INCREASED4,4444,437+7+0%$46.9K$39.8K-$7.1K2026-10-08
Costello Asset Management, Inc
INCREASED3,3423,310+32+1%$35.0K$29.9K-$5.0K2026-10-30
Key FInancial Inc
UNCHANGED2,8682,86800%$30.3K$25.7K-$4.6K2026-11-02
Blue Bell Private Wealth Management, LLC
UNCHANGED2,5322,53200%$26.8K$22.7K-$4.1K2026-10-29
Princeton Global Asset Management LLC
UNCHANGED2,4942,49400%$26.4K$22.3K-$4.0K2026-10-21
Private Trust Co NA
UNCHANGED2,4102,41000%$25.5K$21.6K-$3.9K2026-10-20
Latitude Advisors, LLC
NEW2,262—+2,262——$20.3K—2026-10-27
Bare Financial Services, Inc
UNCHANGED2,1732,17300%$23.0K$19.5K-$3.5K2026-11-04
Highline Wealth Partners LLC
UNCHANGED2,0002,00000%$21.1K$17.9K-$3.2K2026-10-19
Daytona Street Capital LLC
UNCHANGED1,8121,81200%$18.8K$15.9K-$2.9K2026-10-15
EverSource Wealth Advisors, LLC
UNCHANGED1,5871,58700%$16.8K$14.2K-$2.6K2026-11-04
Jacobi Capital Management LLC
NEW1,193—+1,193——$10.7K—2026-11-05
Assetmark, Inc
UNCHANGED1,1731,17300%$12.4K$10.5K-$1.9K2026-10-21
Manchester Capital Management LLC
UNCHANGED1,0001,00000%$10.6K$9.0K-$1.6K2026-10-22
Trust Co of Toledo NA
UNCHANGED1,0001,00000%$10.6K$9.0K-$1.6K2026-10-16
IFP Advisors, Inc
DECREASED7621,003-241-24%$10.6K$6.8K-$3.8K2026-10-16
YHB Investment Advisors, Inc.
CLOSED082,213-82,213-100%$869.0K$0-$869.0K2026-10-08
Mirador Capital Partners LP
CLOSED025,438-25,438-100%$268.9K$0-$268.9K2026-10-09
Plan Group Financial, LLC
CLOSED025,114-25,114-100%$265.5K$0-$265.5K2026-10-22
Fragasso Financial Advisors Inc
CLOSED020,190-20,190-100%$213.4K$0-$213.4K2026-10-13
Grimes & Co Wealth Management, LLC
CLOSED016,671-16,671-100%$176.2K$0-$176.2K2026-10-29
Sage Capital Management, LLC
CLOSED013,376-13,376-100%$141.4K$0-$141.4K2026-10-20
Independent Wealth Network Inc.
CLOSED012,571-12,571-100%$132.9K$0-$132.9K2026-10-19
Bank of New York Mellon Corp
CLOSED012,463-12,463-100%$131.7K$0-$131.7K2026-11-05
Wedbush Securities Inc
CLOSED012,410-12,410-100%$131.0K$0-$131.0K2026-10-22
AlphaCore Capital LLC
CLOSED012,243-12,243-100%$130.2K$0-$130.2K2026-11-04
Sigma Planning Corp
CLOSED011,411-11,411-100%$120.6K$0-$120.6K2026-10-23
Kennedy Investment Group, Inc.
CLOSED010,173-10,173-100%$107.5K$0-$107.5K2026-10-21
International Assets Investment Management, LLC
CLOSED01,603-1,603-100%$16.9K$0-$16.9K2026-11-02
Pinnacle Wealth Planning Services, Inc.
CLOSED0832-832-100%$8.8K$0-$8.8K2026-10-27
MTM Investment Management, LLC
CLOSED0574-574-100%$6.1K$0-$6.1K2026-10-30
Maryland Capital Advisors Inc.
CLOSED0427-427-100%$4.5K$0-$4.5K2026-10-15
WPG Advisers, LLC
CLOSED0231-231-100%$2.4K$0-$2.4K2026-10-27
Morgan Stanley
N/A—3,168,046-3,168,046-100%$33.5M———
Guggenheim Capital LLC
N/A—2,376,749-2,376,749-100%$25.1M———
Wells Fargo & Company
N/A—2,359,288-2,359,288-100%$24.9M———
SIT Investment Associates Inc
N/A—2,336,943-2,336,943-100%$24.7M———
Raymond James Financial Inc
N/A—1,930,236-1,930,236-100%$20.4M———
UBS Group AG
N/A—1,531,663-1,531,663-100%$16.2M———
Bank of America Corp
N/A—1,112,841-1,112,841-100%$11.8M———
LPL Financial LLC
N/A—1,080,405-1,080,405-100%$11.4M———
Van Eck Associates Corp
N/A—1,056,439-1,056,439-100%$11.2M———
Rivernorth Capital Management, LLC
N/A—1,049,891-1,049,891-100%$11.1M———
Cetera Investment Advisers
N/A—1,002,529-1,002,529-100%$10.6M———
Rockefeller Capital Management L.P.
N/A—592,054-592,054-100%$6.3M———
Northwestern Mutual Wealth Management Co
N/A—516,095-516,095-100%$5.5M———
Royal Bank of Canada
N/A—450,516-450,516-100%$4.8M———
Osaic Holdings, Inc.
N/A—311,793-311,793-100%$3.3M———
Advisors Asset Management, Inc.
N/A—271,945-271,945-100%$2.9M———
HighTower Advisors, LLC
N/A—265,084-265,084-100%$2.8M———
Janney Montgomery Scott LLC
N/A—220,498-220,498-100%$2.3M———
Baird Financial Group, Inc.
N/A—217,064-217,064-100%$2.3M———
OneDigital Investment Advisors LLC
N/A—187,628-187,628-100%$2.0M———
AE Wealth Management LLC
N/A—172,917-172,917-100%$1.8M———
Equitable Holdings, Inc.
N/A—170,091-170,091-100%$1.8M———
NewEdge Advisors, LLC
N/A—165,408-165,408-100%$1.7M———
Stifel Financial Corp
N/A—151,024-151,024-100%$1.6M———
HighPoint Advisor Group LLC
N/A—148,159-148,159-100%$1.6M———
PFG Investments, LLC
N/A—141,199-141,199-100%$1.5M———
Palogic Value Management, L.P.
N/A—135,750-135,750-100%$1.4M———
BCS Private Wealth Management, Inc.
N/A—134,954-134,954-100%$1.4M———
Kingsview Wealth Management, LLC
N/A—124,142-124,142-100%$1.3M———
Cerity Partners LLC
N/A—117,347-117,347-100%$1.2M———
Ameriprise Financial Inc
N/A—116,078-116,078-100%$1.2M———
Private Advisor Group, LLC
N/A—110,215-110,215-100%$1.2M———
Focus Partners Wealth
N/A—97,723-97,723-100%$1.0M———
&partners
N/A—97,221-97,221-100%$1.0M———
BFC Planning, Inc.
N/A—90,748-90,748-100%$959.2K———
North Ground Capital
N/A—89,600-89,600-100%$947.1K———
Ausdal Financial Partners, Inc.
N/A—88,855-88,855-100%$939.8K———
Envestnet Asset Management Inc
N/A—85,443-85,443-100%$903.1K———
Jane Street Group, LLC
N/A—80,144-80,144-100%$847.1K———
Thompson David Blair
N/A—79,703-79,703-100%$842.5K———
PNC Financial Services Group, Inc.
N/A—76,640-76,640-100%$810.1K———
Mutual Advisors, LLC
N/A—73,760-73,760-100%$779.6K———
EQ Wealth Advisors, LLC
N/A—70,022-70,022-100%$740.1K———
Captrust Financial Advisors
N/A—69,119-69,119-100%$730.6K———
Camelot Portfolios, LLC
N/A—67,263-67,263-100%$711.0K———
Smith, Moore & Co.
N/A—59,977-59,977-100%$634.0K———
Steward Partners Investment Advisory, LLC
N/A—58,059-58,059-100%$613.7K———
Mariner, LLC
N/A—53,135-53,135-100%$561.6K———
Evolve Private Wealth, LLC
N/A—52,207-52,207-100%$555.3K———
Melfa Wealth Management, Inc.
N/A—41,574-41,574-100%$439.4K———
Susquehanna International Group, LLP
N/A—41,492-41,492-100%$438.6K———
Harbour Investments, Inc.
N/A—41,081-41,081-100%$434.2K———
Merit Financial Group, LLC
N/A—39,244-39,244-100%$414.8K———
Everstar Asset Management, LLC
N/A—37,529-37,529-100%$396.7K———
Ibex Wealth Advisors
N/A—37,521-37,521-100%$396.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—31,094-31,094-100%$328.7K———
NCM Capital Management, LLC
N/A—30,451-30,451-100%$321.9K———
Sykon Capital LLC
N/A—30,271-30,271-100%$320.0K———
Alpine Global Management, LLC
N/A—28,980-28,980-100%$306.3K———
Ethos Financial Group, LLC
N/A—28,583-28,583-100%$294.0K———
Peapack Gladstone Financial Corp
N/A—27,767-27,767-100%$259.0K———
Focus Partners Advisor Solutions, LLC
N/A—26,937-26,937-100%$284.7K———
Highland Investment Advisors LLC
N/A—26,336-26,336-100%$278.4K———
Chancellor Financial Group WB LP
N/A—26,126-26,126-100%$276.2K———
Envestnet Portfolio Solutions, Inc.
N/A—25,341-25,341-100%$267.9K———
Alexander Labrunerie & Co., Inc.
N/A—24,948-24,948-100%$263.7K———
XTX Topco Ltd
N/A—23,588-23,588-100%$249.3K———
Curi Capital, LLC
N/A—23,519-23,519-100%$250.1K———
Haverford Trust Co
N/A—20,362-20,362-100%$215.2K———
Boothbay Fund Management, LLC
N/A—20,289-20,289-100%$214.5K———
MML Investors Services, LLC
N/A—19,645-19,645-100%$207.6K———
Snowden Capital Advisors LLC
N/A—19,140-19,140-100%$203.6K———
Regal Investment Advisors LLC
N/A—19,067-19,067-100%$201.5K———
Pine Valley Investments Ltd Liability Co
N/A—18,958-18,958-100%$201.4K———
Cary Street Partners Financial LLC
N/A—18,496-18,496-100%$195.5K———
Stratos Wealth Partners, Ltd.
N/A—17,269-17,269-100%$182.5K———
Virtu Financial LLC
N/A—15,343-15,343-100%$162.0K———
Ranch Capital Advisors Inc.
N/A—15,048-15,048-100%$159.1K———
Arkadios Wealth Advisors
N/A—14,692-14,692-100%$155.3K———
Tyche Wealth Partners LLC
N/A—14,349-14,349-100%$151.7K———
Faithward Advisors, LLC
N/A—14,304-14,304-100%$151.2K———
AQR Capital Management LLC
N/A—14,137-14,137-100%$149.4K———
Arax Advisory Partners
N/A—13,916-13,916-100%$147.1K———
Great Valley Advisor Group, Inc.
N/A—13,177-13,177-100%$139.3K———
Two Sigma Securities, LLC
N/A—13,087-13,087-100%$138.3K———
Wealth Management Associates, Inc.
N/A—12,858-12,858-100%$135.9K———
Integrated Wealth Concepts LLC
N/A—12,728-12,728-100%$134.5K———
Penserra Capital Management LLC
N/A—12,502-12,502-100%$132.0K———
Savant Capital, LLC
N/A—12,430-12,430-100%$130.2K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—12,325-12,325-100%$130.3K———
Sovereign Financial Group, Inc.
N/A—11,736-11,736-100%$124.1K———
Global Retirement Partners, LLC
N/A—11,489-11,489-100%$121.4K———
Horizon Kinetics Asset Management LLC
N/A—11,125-11,125-100%$117.6K———
Trustmark Bank Trust Department
N/A—11,000-11,000-100%$116.3K———
Berkeley Capital Partners, LLC
N/A—10,475-10,475-100%$110.7K———
Van Hulzen Asset Management, LLC
N/A—10,312-10,312-100%$109.0K———
MAI Capital Management
N/A—10,150-10,150-100%$107.3K———
Ceeto Capital Group, LLC
N/A—10,000-10,000-100%$106.0K———
Intellus Advisors LLC
N/A—10,000-10,000-100%$105.7K———
Prosperity Bancshares Inc
N/A—7,000-7,000-100%$74.0K———
N.E.W. Advisory Services LLC
N/A—6,000-6,000-100%$63.4K———
Mcguire Capital Advisors Inc
N/A—4,215-4,215-100%$44.6K———
Allied Private Wealth LLC
N/A—3,795-3,795-100%$39.7K———
Bogart Wealth, LLC
N/A—3,555-3,555-100%$37.6K———
Geneos Wealth Management Inc.
N/A—3,512-3,512-100%$37.1K———
CoreFirst Bank & Trust
N/A—403-403-100%$4.3K———
Delta Asset Management LLC
N/A—171-171-100%$1.8K———
IMA Advisory Services, Inc.
N/A—150-150-100%$1.6K———
Showing 226 of 226 institutions