IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Nuveen Prefered & Income OPP (JPC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
DECREASED
Shares1,125,254 from 1,222,486
Change-97,232 (-8%)
Value$7.7M (-$2.0M)
Filed 2026-11-02
Greatmark Investment Partners, Inc.
INCREASED
Shares975,488 from 973,962
Change+1,526 (+0%)
Value$6.7M (-$1.0M)
Filed 2026-10-28
Absolute Investment Advisers, LLC
NEW
Shares972,216
Change+972,216
Value$6.6M
Filed 2026-10-21
MGO One Seven LLC
DECREASED
Shares923,880 from 956,230
Change-32,350 (-3%)
Value$6.3M (-$1.2M)
Filed 2026-10-28
Truist Financial Corp
DECREASED
Shares893,297 from 895,417
Change-2,120 (0%)
Value$6.1M (-$963.6K)
Filed 2026-10-30
Smith Asset Management Co., LLC
DECREASED
Shares874,373 from 890,862
Change-16,489 (-2%)
Value$6.0M (-$1.1M)
Filed 2026-10-16
Kestra Advisory Services, LLC
DECREASED
Shares753,172 from 759,329
Change-6,157 (-1%)
Value$5.1M (-$846.9K)
Filed 2026-11-02
Lido Advisors, LLC
INCREASED
Shares462,267 from 454,537
Change+7,730 (+2%)
Value$3.2M (-$457.5K)
Filed 2026-11-04
Chicago Partners Investment Group LLC
DECREASED
Shares458,934 from 463,127
Change-4,193 (-1%)
Value$3.1M (-$486.6K)
Filed 2026-10-27
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares366,360 from 377,548
Change-11,188 (-3%)
Value$2.5K (-$3.0M)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares346,842 from 378,615
Change-31,773 (-8%)
Value$2.3M (-$680.8K)
Filed 2026-10-13
Shaker Financial Services, LLC
INCREASED
Shares300,720 from 87,000
Change+213,720 (+246%)
Value$2.1M (+$1.4M)
Filed 2026-10-14
Wealth Advisory Solutions, LLC
INCREASED
Shares262,309 from 261,844
Change+465 (+0%)
Value$1.8M (-$274.4K)
Filed 2026-10-20
MSH Capital Advisors LLC
INCREASED
Shares244,726 from 240,963
Change+3,763 (+2%)
Value$1.7M (-$229.8K)
Filed 2026-11-03
Davenport & Co LLC
INCREASED
Shares243,350 from 241,523
Change+1,827 (+1%)
Value$1.7M (-$243.5K)
Filed 2026-10-14
Wolverine Asset Management LLC
NEW
Shares239,902
Change+239,902
Value$1.6M
Filed 2026-11-02
Wright Wealth LLC
INCREASED
Shares237,019 from 210,089
Change+26,930 (+13%)
Value$1.6M (-$39.0K)
Filed 2026-10-29
Capital Investment Advisors, LLC
DECREASED
Shares225,436 from 236,459
Change-11,023 (-5%)
Value$1.5M (-$325.8K)
Filed 2026-10-22
CoreCap Advisors, LLC
DECREASED
Shares219,040 from 222,698
Change-3,658 (-2%)
Value$1.5M (-$261.0K)
Filed 2026-10-08
Thrivent Financial for Lutherans
UNCHANGED
Shares161,712 from 161,712
Change0 (0%)
Value$1.1K (-$1.3M)
Filed 2026-11-05
StoneX Group Inc.
INCREASED
Shares155,973 from 129,640
Change+26,333 (+20%)
Value$1.1M (+$51.2K)
Filed 2026-11-03
E&G Advisors, LLC
DECREASED
Shares146,627 from 153,251
Change-6,624 (-4%)
Value$999.7K (-$206.6K)
Filed 2026-10-13
Wealthcare Advisory Partners LLC
INCREASED
Shares142,555 from 133,224
Change+9,331 (+7%)
Value$972.2K (-$77.6K)
Filed 2026-10-21
Concurrent Investment Advisors, LLC
INCREASED
Shares140,883 from 51,605
Change+89,278 (+173%)
Value$960.8K (+$554.2K)
Filed 2026-10-16
Congress Park Capital LLC
NEW
Shares117,500
Change+117,500
Value$801.4K
Filed 2026-10-13
Wedbush Securities Inc
DECREASED
Shares109,962 from 119,264
Change-9,302 (-8%)
Value$750 (-$939.3K)
Filed 2026-10-22
Triumph Capital Management
DECREASED
Shares103,000 from 103,070
Change-70 (0%)
Value$702.5K (-$109.7K)
Filed 2026-10-14
Highline Wealth Partners LLC
INCREASED
Shares97,769 from 300
Change+97,469 (+32490%)
Value$666.8K (+$664.4K)
Filed 2026-10-19
Diversify Wealth Management, LLC
DECREASED
Shares95,421 from 99,591
Change-4,170 (-4%)
Value$648.9K (-$117.0K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares95,421 from 99,591
Change-4,170 (-4%)
Value$648.9K (-$117.0K)
Filed 2026-10-20
Independent Financial Group, LLC
DECREASED
Shares93,583 from 110,331
Change-16,748 (-15%)
Value$638.2K (-$231.2K)
Filed 2026-10-13
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares85,003 from 141,288
Change-56,285 (-40%)
Value$579.7K (-$533.6K)
Filed 2026-10-13
Abel Hall, LLC
UNCHANGED
Shares83,600 from 83,600
Change0 (0%)
Value$570.2K (-$88.6K)
Filed 2026-10-19
Spire Wealth Management
DECREASED
Shares79,926 from 87,837
Change-7,911 (-9%)
Value$545.1K (-$147.1K)
Filed 2026-10-30
Marino, Stram & Associates LLC
DECREASED
Shares79,161 from 86,571
Change-7,410 (-9%)
Value$539.9K (-$142.3K)
Filed 2026-10-22
Sage Capital Advisors,llc
INCREASED
Shares77,917 from 44,691
Change+33,226 (+74%)
Value$531.4K (+$179.2K)
Filed 2026-10-13
Shulman DeMeo Asset Management LLC
DECREASED
Shares77,129 from 77,280
Change-151 (0%)
Value$511.4K (-$97.6K)
Filed 2026-10-09
RVW Wealth, LLC
UNCHANGED
Shares70,922 from 70,922
Change0 (0%)
Value$483.7K (-$75.2K)
Filed 2026-10-06
Investors Asset Management of Georgia Inc
UNCHANGED
Shares69,250 from 69,250
Change0 (0%)
Value$472.3K (-$73.4K)
Filed 2026-10-20
Fifth Third Bancorp
DECREASED
Shares69,079 from 71,105
Change-2,026 (-3%)
Value$471.1K (-$89.2K)
Filed 2026-11-05
Prospera Financial Services Inc
DECREASED
Shares66,974 from 82,625
Change-15,651 (-19%)
Value$466.1K (-$185.0K)
Filed 2026-11-04
Kingsbury Capital Investment Advisors LLC
INCREASED
Shares66,610 from 65,897
Change+713 (+1%)
Value$454.3K (-$65.0K)
Filed 2026-10-20
Live Oak Private Wealth LLC
UNCHANGED
Shares65,572 from 65,572
Change0 (0%)
Value$447.2K (-$69.5K)
Filed 2026-11-02
Blue Trust, Inc.
INCREASED
Shares61,504 from 2,398
Change+59,106 (+2465%)
Value$419.5K (+$400.6K)
Filed 2026-10-15
Core Wealth Partners LLC
INCREASED
Shares59,800 from 53,224
Change+6,576 (+12%)
Value$407.8K (-$11.6K)
Filed 2026-11-02
Allspring Global Investments Holdings, LLC
NEW
Shares58,757
Change+58,757
Value$400.7K
Filed 2026-11-04
Ritholtz Wealth Management
UNCHANGED
Shares55,306 from 55,306
Change0 (0%)
Value$377.2K (-$58.6K)
Filed 2026-11-05
Walled Lake Planning & Wealth Management, LLC
UNCHANGED
Shares55,269 from 55,269
Change0 (0%)
Value$376.9K (-$58.6K)
Filed 2026-10-29
Centurion Wealth Management LLC
DECREASED
Shares54,499 from 58,732
Change-4,233 (-7%)
Value$371.7K (-$91.1K)
Filed 2026-10-13
Accel Wealth Management
DECREASED
Shares53,673 from 61,818
Change-8,145 (-13%)
Value$366.0K (-$121.1K)
Filed 2026-10-13
Daymark Wealth Partners, LLC
INCREASED
Shares53,651 from 34,405
Change+19,246 (+56%)
Value$365.9K (+$94.8K)
Filed 2026-11-04
B. Riley Wealth Advisors, Inc.
DECREASED
Shares51,648 from 51,889
Change-241 (0%)
Value$352.2K (-$55.1K)
Filed 2026-10-13
Onyx Financial Advisors, LLC
UNCHANGED
Shares50,149 from 50,149
Change0 (0%)
Value$342.0K (-$53.2K)
Filed 2026-10-21
Investmark Advisory Group LLC
INCREASED
Shares49,571 from 48,287
Change+1,284 (+3%)
Value$338.1K (-$42.4K)
Filed 2026-10-27
International Assets Investment Management, LLC
DECREASED
Shares47,737 from 64,859
Change-17,122 (-26%)
Value$328.9K (-$179.6K)
Filed 2026-11-02
Future Financial Wealth Managment LLC
INCREASED
Shares46,985 from 10,000
Change+36,985 (+370%)
Value$320.4K (+$243.4K)
Filed 2026-10-15
Kestra Private Wealth Services, LLC
DECREASED
Shares43,306 from 47,502
Change-4,196 (-9%)
Value$295.3K (-$79.0K)
Filed 2026-10-30
Cottage Street Advisors LLC
DECREASED
Shares42,545 from 50,771
Change-8,226 (-16%)
Value$290.2K (-$109.9K)
Filed 2026-10-19
NWF Advisory Services Inc.
DECREASED
Shares40,721 from 42,721
Change-2,000 (-5%)
Value$277.7K (-$58.9K)
Filed 2026-10-19
Samalin Investment Counsel, LLC
DECREASED
Shares39,990 from 74,884
Change-34,894 (-47%)
Value$272.7K (-$317.4K)
Filed 2026-10-23
First Merchants Corp
DECREASED
Shares38,097 from 39,283
Change-1,186 (-3%)
Value$259.8K (-$49.7K)
Filed 2026-10-15
Kingswood Wealth Advisors, LLC
DECREASED
Shares36,933 from 37,182
Change-249 (-1%)
Value$251.9K (-$41.1K)
Filed 2026-10-23
HUB Investment Partners, LLC
DECREASED
Shares36,017 from 36,389
Change-372 (-1%)
Value$245.6K (-$41.1K)
Filed 2026-11-03
Smith Chas P & Associates PA Cpas
UNCHANGED
Shares35,000 from 35,000
Change0 (0%)
Value$237.3K (-$38.5K)
Filed 2026-10-22
Patriot Financial Group Insurance Agency, LLC
UNCHANGED
Shares34,258 from 34,258
Change0 (0%)
Value$233.6K (-$36.3K)
Filed 2026-10-14
Axxcess Wealth Management, LLC
NEW
Shares33,570
Change+33,570
Value$228.9K
Filed 2026-10-21
Concord Wealth Partners
INCREASED
Shares32,009 from 31,296
Change+713 (+2%)
Value$218.3K (-$28.3K)
Filed 2026-11-02
Smithbridge Asset Management Inc
UNCHANGED
Shares32,000 from 32,000
Change0 (0%)
Value$218.2K (-$33.9K)
Filed 2026-10-19
Oppenheimer & Co Inc
INCREASED
Shares30,902 from 29,877
Change+1,025 (+3%)
Value$210.8K (-$24.7K)
Filed 2026-10-26
Fortitude Advisory Group L.L.C.
INCREASED
Shares30,732 from 30,719
Change+13 (+0%)
Value$209.6K (-$32.5K)
Filed 2026-10-15
J. L. Bainbridge & Co., Inc.
UNCHANGED
Shares30,571 from 30,571
Change0 (0%)
Value$208.5K (-$32.4K)
Filed 2026-10-20
D.A. Davidson & Co.
DECREASED
Shares30,487 from 31,089
Change-602 (-2%)
Value$207.9K (-$37.1K)
Filed 2026-10-28
Elevation Point Wealth Partners, LLC
DECREASED
Shares29,972 from 30,609
Change-637 (-2%)
Value$206.3K (-$36.8K)
Filed 2026-11-05
McAlister, Sweet & Associates, Inc.
INCREASED
Shares29,613 from 29,583
Change+30 (+0%)
Value$202.0K (-$31.2K)
Filed 2026-10-07
Jacobi Capital Management LLC
INCREASED
Shares29,450 from 26,550
Change+2,900 (+11%)
Value$200.8K (-$8.4K)
Filed 2026-11-05
Physician Wealth Advisors, Inc.
UNCHANGED
Shares29,367 from 29,367
Change0 (0%)
Value$200.3K (-$31.1K)
Filed 2026-10-20
Farther Finance Advisors, LLC
INCREASED
Shares28,431 from 28,264
Change+167 (+1%)
Value$193.9K (-$28.8K)
Filed 2026-10-08
Mueller Wealth, LLC
UNCHANGED
Shares28,255 from 28,255
Change0 (0%)
Value$192.7K (-$30.0K)
Filed 2026-11-05
Advisor OS, LLC
INCREASED
Shares27,943 from 27,802
Change+141 (+1%)
Value$190.6K (-$28.5K)
Filed 2026-11-03
Joel Isaacson & Co., LLC
DECREASED
Shares27,867 from 28,563
Change-696 (-2%)
Value$190.1K (-$35.0K)
Filed 2026-11-05
J.W. Cole Advisors, Inc.
INCREASED
Shares27,666 from 27,262
Change+404 (+1%)
Value$188.7K (-$26.1K)
Filed 2026-11-05
Creative Planning
DECREASED
Shares26,080 from 26,144
Change-64 (0%)
Value$177.9K (-$28.1K)
Filed 2026-11-02
RFG Advisory, LLC
INCREASED
Shares24,933 from 24,434
Change+499 (+2%)
Value$170.0K (-$22.5K)
Filed 2026-11-03
Keybank National Association
UNCHANGED
Shares24,921 from 24,921
Change0 (0%)
Value$170.0K (-$26.4K)
Filed 2026-11-04
Sigma Planning Corp
INCREASED
Shares24,845 from 24,728
Change+117 (+0%)
Value$169.4K (-$25.4K)
Filed 2026-10-23
Closed-End Fund Advisors, Inc.
UNCHANGED
Shares24,785 from 24,785
Change0 (0%)
Value$169.0K (-$26.3K)
Filed 2026-11-04
International Private Wealth Advisors LLC
INCREASED
Shares24,676 from 24,089
Change+587 (+2%)
Value$168.3K (-$21.5K)
Filed 2026-11-05
Duncker Streett & Co Inc
UNCHANGED
Shares24,474 from 24,474
Change0 (0%)
Value$166.9K (-$25.9K)
Filed 2026-10-27
M Holdings Securities, Inc.
DECREASED
Shares23,647 from 31,161
Change-7,514 (-24%)
Value$164 (-$244.8K)
Filed 2026-11-03
Apollon Wealth Management, LLC
DECREASED
Shares22,994 from 24,143
Change-1,149 (-5%)
Value$156.8K (-$33.4K)
Filed 2026-10-23
Glass Jacobson Investment Advisors llc
INCREASED
Shares22,757 from 22,692
Change+65 (+0%)
Value$155.2K (-$23.6K)
Filed 2026-10-26
Gridiron Partners, LLC
UNCHANGED
Shares21,023 from 21,023
Change0 (0%)
Value$143.4K (-$22.3K)
Filed 2026-10-08
Wealth Effects LLC
DECREASED
Shares20,740 from 56,090
Change-35,350 (-63%)
Value$141.4K (-$300.5K)
Filed 2026-10-23
15 Wealth Advisors LLC
NEW
Shares20,222
Change+20,222
Value$137.9K
Filed 2026-10-14
Pacific Wealth Strategies Group, Inc.
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$136.4K (-$21.2K)
Filed 2026-11-02
Gill Capital Partners, LLC
DECREASED
Shares19,704 from 20,874
Change-1,170 (-6%)
Value$134.4K (-$30.1K)
Filed 2026-10-13
Clifford Swan Investment Counsel LLC
UNCHANGED
Shares18,952 from 18,952
Change0 (0%)
Value$129.3K (-$20.1K)
Filed 2026-11-05
Naples Global Advisors, LLC
INCREASED
Shares18,910 from 11,685
Change+7,225 (+62%)
Value$130.0K (+$37.2K)
Filed 2026-11-05
Valley Brook Capital Group, Inc.
UNCHANGED
Shares17,909 from 17,909
Change0 (0%)
Value$122.1K (-$19.0K)
Filed 2026-10-26
JB Capital LLC
INCREASED
Shares17,808 from 17,736
Change+72 (+0%)
Value$121.4K (-$18.3K)
Filed 2026-10-19
Waterfront Wealth Inc.
DECREASED
Shares17,329 from 17,808
Change-479 (-3%)
Value$117.6K (-$22.9K)
Filed 2026-11-03
Beacon Financial Group
INCREASED
Shares17,050 from 16,682
Change+368 (+2%)
Value$116.3K (-$15.2K)
Filed 2026-10-19
Huntleigh Advisors, Inc.
UNCHANGED
Shares16,720 from 16,720
Change0 (0%)
Value$114.0K (-$17.7K)
Filed 2026-11-03
Realta Investment Advisors
INCREASED
Shares16,699 from 16,295
Change+404 (+2%)
Value$113.9K (-$14.5K)
Filed 2026-10-14
Private Trust Co NA
DECREASED
Shares16,683 from 18,038
Change-1,355 (-8%)
Value$113.8K (-$28.4K)
Filed 2026-10-20
EverSource Wealth Advisors, LLC
UNCHANGED
Shares16,645 from 16,645
Change0 (0%)
Value$113.5K (-$17.6K)
Filed 2026-11-04
Compass Financial Management LLC
DECREASED
Shares16,259 from 16,411
Change-152 (-1%)
Value$110.9K (-$18.4K)
Filed 2026-10-30
First Bank & Trust
NEW
Shares16,220
Change+16,220
Value$110.6K
Filed 2026-10-19
Burney Co/
UNCHANGED
Shares16,148 from 16,148
Change0 (0%)
Value$110.1K (-$17.1K)
Filed 2026-10-15
US Bancorp \de\
DECREASED
Shares15,762 from 24,262
Change-8,500 (-35%)
Value$107.5K (-$83.7K)
Filed 2026-11-05
Bank of New York Mellon Corp
INCREASED
Shares14,259 from 13,540
Change+719 (+5%)
Value$97.3K (-$9.4K)
Filed 2026-11-05
Parsons Capital Management Inc
UNCHANGED
Shares14,193 from 14,193
Change0 (0%)
Value$96.8K (-$15.0K)
Filed 2026-10-28
Etesian Wealth Advisors, Inc.
DECREASED
Shares14,000 from 14,500
Change-500 (-3%)
Value$95.5K (-$18.8K)
Filed 2026-10-27
Schear Investment Advisers, LLC
NEW
Shares13,562
Change+13,562
Value$92.5K
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares13,562 from 13,341
Change+221 (+2%)
Value$92.5K (-$12.6K)
Filed 2026-10-14
Wesbanco Bank Inc
INCREASED
Shares13,472 from 13,022
Change+450 (+3%)
Value$91.9K (-$10.7K)
Filed 2026-11-04
Wagner Wealth Management, LLC
INCREASED
Shares13,400 from 13,244
Change+156 (+1%)
Value$91.4K (-$13.0K)
Filed 2026-10-21
First Heartland Consultants, Inc.
DECREASED
Shares13,117 from 13,428
Change-311 (-2%)
Value$84.5K (-$21.4K)
Filed 2026-10-08
180 Wealth Advisors, LLC
INCREASED
Shares12,933 from 12,897
Change+36 (+0%)
Value$88.2K (-$13.4K)
Filed 2026-11-03
Smith Shellnut Wilson LLC
UNCHANGED
Shares12,855 from 12,855
Change0 (0%)
Value$87.7K (-$13.6K)
Filed 2026-10-21
SFE Investment Counsel
UNCHANGED
Shares12,816 from 12,816
Change0 (0%)
Value$87.4K (-$13.6K)
Filed 2026-10-29
Diesslin Group, Inc.
INCREASED
Shares12,760 from 12,501
Change+259 (+2%)
Value$87.0K (-$11.5K)
Filed 2026-10-14
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares12,731 from 13,631
Change-900 (-7%)
Value$86.8K (-$20.6K)
Filed 2026-10-29
Capital Investment Advisory Services, LLC
UNCHANGED
Shares12,498 from 12,498
Change0 (0%)
Value$85.2K (-$13.2K)
Filed 2026-10-30
Johnson & White Wealth Management, LLC
INCREASED
Shares12,459 from 12,159
Change+300 (+2%)
Value$85.0K (-$10.8K)
Filed 2026-11-03
Certified Advisory Corp
INCREASED
Shares12,321 from 11,661
Change+660 (+6%)
Value$84.0K (-$7.9K)
Filed 2026-10-29
Powell Investment Advisors, LLC
UNCHANGED
Shares12,284 from 12,284
Change0 (0%)
Value$84.5K (-$13.0K)
Filed 2026-10-22
Post Resch Tallon Group Inc.
DECREASED
Shares12,215 from 14,065
Change-1,850 (-13%)
Value$83.3K (-$27.5K)
Filed 2026-10-09
Coastline Trust Co
UNCHANGED
Shares12,143 from 12,143
Change0 (0%)
Value$82.8K (-$12.9K)
Filed 2026-10-01
Cahaba Wealth Management, Inc.
UNCHANGED
Shares12,108 from 12,108
Change0 (0%)
Value$82.6K (-$12.8K)
Filed 2026-10-26
Sage Capital Management, LLC
DECREASED
Shares12,000 from 22,500
Change-10,500 (-47%)
Value$81.8K (-$95.5K)
Filed 2026-10-20
Baker Avenue Asset Management, LP
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$81.8K (-$12.7K)
Filed 2026-11-06
Carlton Hofferkamp & Jenks Wealth Management, LLC
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$81.6K (-$11.6K)
Filed 2026-10-21
Integrity Alliance, Llc.
NEW
Shares11,929
Change+11,929
Value$81.4K
Filed 2026-10-29
Park Avenue Securities LLC
INCREASED
Shares11,852 from 11,561
Change+291 (+3%)
Value$81 (-$90.9K)
Filed 2026-10-26
Steel Grove Capital Advisors, LLC
UNCHANGED
Shares11,653 from 11,653
Change0 (0%)
Value$79.5K (-$12.4K)
Filed 2026-10-13
Beacon Financial Advisory LLC
DECREASED
Shares11,524 from 13,814
Change-2,290 (-17%)
Value$78.6K (-$30.3K)
Filed 2026-10-16
LifeSteps Financial, Inc.
DECREASED
Shares11,520 from 12,320
Change-800 (-6%)
Value$78.6K (-$18.5K)
Filed 2026-10-15
W.H. Cornerstone Investments Inc.
INCREASED
Shares11,173 from 10,904
Change+269 (+2%)
Value$76.2K (-$9.7K)
Filed 2026-11-03
BankPlus Wealth Management LLC
UNCHANGED
Shares10,892 from 10,892
Change0 (0%)
Value$74.3K (-$11.5K)
Filed 2026-10-13
Hoge Financial Services, LLC
NEW
Shares10,213
Change+10,213
Value$69.7K
Filed 2026-11-05
Pathway Financial Advisers, LLC
NEW
Shares8,916
Change+8,916
Value$60.8K
Filed 2026-10-27
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares8,500 from 9,000
Change-500 (-6%)
Value$58.0K (-$13.0K)
Filed 2026-10-16
Lanark Financial, Inc.
UNCHANGED
Shares7,847 from 7,847
Change0 (0%)
Value$53.5K (-$8.3K)
Filed 2026-10-26
Central Trust Co
UNCHANGED
Shares7,493 from 7,493
Change0 (0%)
Value$51.1K (-$7.9K)
Filed 2026-11-05
Harbor Investment Advisory, LLC
UNCHANGED
Shares6,248 from 6,248
Change0 (0%)
Value$42.6K (-$6.6K)
Filed 2026-10-13
Mather Group, Llc.
UNCHANGED
Shares5,222 from 5,222
Change0 (0%)
Value$35.6K (-$5.5K)
Filed 2026-10-14
Hazlett, Burt & Watson, Inc.
INCREASED
Shares5,065 from 5,002
Change+63 (+1%)
Value$35 (-$5)
Filed 2026-11-04
Transce3nd, LLC
NEW
Shares5,000
Change+5,000
Value$34.0K
Filed 2026-10-26
Financial Consulate, Inc
UNCHANGED
Shares3,749 from 3,749
Change0 (0%)
Value$25.6K (-$4.0K)
Filed 2026-10-23
FNY Investment Advisers, LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$20 (-$3)
Filed 2026-10-16
Washington Trust Advisors, Inc.
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$17.7K (-$2.8K)
Filed 2026-10-22
Maryland Capital Advisors Inc.
DECREASED
Shares2,498 from 10,005
Change-7,507 (-75%)
Value$17.0K (-$61.8K)
Filed 2026-10-15
Cape Investment Advisory, Inc.
UNCHANGED
Shares1,991 from 1,991
Change0 (0%)
Value$13.6K (-$2.1K)
Filed 2026-10-13
Main Street Group, LTD
UNCHANGED
Shares1,681 from 1,681
Change0 (0%)
Value$11.5K (-$1.8K)
Filed 2026-10-28
Assetmark, Inc
DECREASED
Shares1,513 from 1,521
Change-8 (-1%)
Value$10.3K (-$1.7K)
Filed 2026-10-21
Citizens National Bank Trust Department
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$9.5K (-$1.5K)
Filed 2026-11-04
GHP Investment Advisors, Inc.
UNCHANGED
Shares1,229 from 1,229
Change0 (0%)
Value$8.4K (-$1.3K)
Filed 2026-10-15
IFS Advisors, LLC
NEW
Shares1,069
Change+1,069
Value$7.3K
Filed 2026-10-14
Larson Financial Group LLC
UNCHANGED
Shares921 from 921
Change0 (0%)
Value$6.3K (-$976)
Filed 2026-11-05
Pinnacle Bancorp, Inc.
UNCHANGED
Shares902 from 902
Change0 (0%)
Value$6.2K (-$956)
Filed 2026-10-21
IFP Advisors, Inc
INCREASED
Shares836 from 816
Change+20 (+2%)
Value$5.7K (-$728)
Filed 2026-10-16
Golden State Wealth Management, LLC
UNCHANGED
Shares774 from 774
Change0 (0%)
Value$5.3K (-$820)
Filed 2026-11-02
Trust Co
UNCHANGED
Shares681 from 681
Change0 (0%)
Value$4.6K (-$722)
Filed 2026-10-09
Caldwell Trust Co
UNCHANGED
Shares669 from 669
Change0 (0%)
Value$4.6K (-$709)
Filed 2026-10-30
Parallel Advisors, LLC
INCREASED
Shares618 from 136
Change+482 (+354%)
Value$4.2K (+$3.1K)
Filed 2026-11-03
Nova Financial LLC
NEW
Shares499
Change+499
Value$3.4K
Filed 2026-11-04
Clark Wealth Partners
UNCHANGED
Shares494 from 494
Change0 (0%)
Value$3.4K (-$524)
Filed 2026-10-19
Wolff Wiese Magana LLC
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$2.4K (-$371)
Filed 2026-10-15
CX Institutional
NEW
Shares296
Change+296
Value$2
Filed 2026-10-02
Root Financial Partners, LLC
NEW
Shares284
Change+284
Value$1.9K
Filed 2026-10-21
Trust Co of Toledo NA
UNCHANGED
Shares276 from 276
Change0 (0%)
Value$1.9K (-$293)
Filed 2026-10-16
JFS Wealth Advisors, LLC
UNCHANGED
Shares98 from 98
Change0 (0%)
Value$675 (-$104)
Filed 2026-11-03
Pflug Koory, LLC
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$450 (-$70)
Filed 2026-10-26
Signaturefd, LLC
DECREASED
Shares24 from 18,527
Change-18,503 (-100%)
Value$165 (-$145.8K)
Filed 2026-10-23
Buck Wealth Strategies, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$136 (-$22)
Filed 2026-10-28
Gamma Investing LLC
DECREASED
Shares7 from 28
Change-21 (-75%)
Value$48 (-$173)
Filed 2026-10-08
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares3 from 1,503
Change-1,500 (-100%)
Value$20 (-$11.8K)
Filed 2026-10-27
Sfam, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$7 (-$1)
Filed 2026-11-03
AlphaCore Capital LLC
CLOSED
Shares0 from 130,543
Change-130,543 (-100%)
Value$0 (-$1.0M)
Filed 2026-11-04
One Wealth Capital Management, LLC
CLOSED
Shares0 from 101,328
Change-101,328 (-100%)
Value$0 (-$798.5K)
Filed 2026-10-23
Tsfg, LLC
CLOSED
Shares0 from 20,222
Change-20,222 (-100%)
Value$0 (-$159.0K)
Filed 2026-10-23
King Luther Capital Management Corp
CLOSED
Shares0 from 17,577
Change-17,577 (-100%)
Value$0 (-$138.5K)
Filed 2026-11-05
Avidian Wealth Enterprises, LLC
CLOSED
Shares0 from 16,998
Change-16,998 (-100%)
Value$0 (-$133.9K)
Filed 2026-10-08
Perigon Wealth Management, LLC
CLOSED
Shares0 from 14,302
Change-14,302 (-100%)
Value$0 (-$112.7K)
Filed 2026-10-22
AdvisorNet Financial, Inc
CLOSED
Shares0 from 3,452
Change-3,452 (-100%)
Value$0 (-$27.2K)
Filed 2026-10-15
WPG Advisers, LLC
CLOSED
Shares0 from 632
Change-632 (-100%)
Value$0 (-$5.0K)
Filed 2026-10-27
Salem Investment Counselors Inc
CLOSED
Shares0 from 374
Change-374 (-100%)
Value$0 (-$3.0K)
Filed 2026-10-13
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$267.5K (-$2.3K)
Filed 2026-10-29
Morgan Stanley
N/A
Shares— from 5,655,933
Change-5,655,933 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 5,038,736
Change-5,038,736 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 4,690,122
Change-4,690,122 (-100%)
Value—
UBS Group AG
N/A
Shares— from 4,361,872
Change-4,361,872 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 4,146,808
Change-4,146,808 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,914,736
Change-2,914,736 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 2,704,154
Change-2,704,154 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 2,411,543
Change-2,411,543 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 1,692,635
Change-1,692,635 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 1,552,780
Change-1,552,780 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,365,893
Change-1,365,893 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 1,217,956
Change-1,217,956 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,107,404
Change-1,107,404 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 833,198
Change-833,198 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 825,013
Change-825,013 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 785,251
Change-785,251 (-100%)
Value—
FCA Corp
N/A
Shares— from 554,077
Change-554,077 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 544,903
Change-544,903 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 479,664
Change-479,664 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 476,950
Change-476,950 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 447,769
Change-447,769 (-100%)
Value—
Protective Life Corp
N/A
Shares— from 440,000
Change-440,000 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 391,171
Change-391,171 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 383,696
Change-383,696 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 350,000
Change-350,000 (-100%)
Value—
Fiera Capital Corp
N/A
Shares— from 341,744
Change-341,744 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 316,545
Change-316,545 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 302,561
Change-302,561 (-100%)
Value—
Ibex Wealth Advisors
N/A
Shares— from 288,992
Change-288,992 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 226,584
Change-226,584 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 215,674
Change-215,674 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 202,045
Change-202,045 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 202,041
Change-202,041 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 199,488
Change-199,488 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 186,542
Change-186,542 (-100%)
Value—
&partners
N/A
Shares— from 178,942
Change-178,942 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 174,854
Change-174,854 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 168,733
Change-168,733 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 157,446
Change-157,446 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 154,859
Change-154,859 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 139,246
Change-139,246 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 137,079
Change-137,079 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 126,165
Change-126,165 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 106,429
Change-106,429 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 104,883
Change-104,883 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 100,564
Change-100,564 (-100%)
Value—
Melfa Wealth Management, Inc.
N/A
Shares— from 96,899
Change-96,899 (-100%)
Value—
Benchmark Investment Advisors LLC
N/A
Shares— from 88,000
Change-88,000 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 83,222
Change-83,222 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 80,967
Change-80,967 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 74,508
Change-74,508 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 73,658
Change-73,658 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 69,092
Change-69,092 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 67,977
Change-67,977 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 67,074
Change-67,074 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 65,897
Change-65,897 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 64,911
Change-64,911 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 63,120
Change-63,120 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 61,444
Change-61,444 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 57,103
Change-57,103 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 54,009
Change-54,009 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 53,132
Change-53,132 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 47,041
Change-47,041 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 45,587
Change-45,587 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 44,465
Change-44,465 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 42,681
Change-42,681 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 42,204
Change-42,204 (-100%)
Value—
Carson Advisory Inc.
N/A
Shares— from 41,561
Change-41,561 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 41,102
Change-41,102 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 40,346
Change-40,346 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 39,903
Change-39,903 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 39,016
Change-39,016 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 37,890
Change-37,890 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 37,532
Change-37,532 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 36,305
Change-36,305 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 36,035
Change-36,035 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 32,903
Change-32,903 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 32,082
Change-32,082 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 32,014
Change-32,014 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 30,609
Change-30,609 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 27,604
Change-27,604 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 27,191
Change-27,191 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 27,144
Change-27,144 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 26,244
Change-26,244 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 24,611
Change-24,611 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 24,565
Change-24,565 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 24,468
Change-24,468 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 24,056
Change-24,056 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 24,008
Change-24,008 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 22,146
Change-22,146 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 21,305
Change-21,305 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 21,273
Change-21,273 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 20,347
Change-20,347 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 20,216
Change-20,216 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 19,913
Change-19,913 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 19,879
Change-19,879 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 18,373
Change-18,373 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 18,079
Change-18,079 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 18,042
Change-18,042 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 17,367
Change-17,367 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 17,131
Change-17,131 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 16,724
Change-16,724 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 16,426
Change-16,426 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 16,035
Change-16,035 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 15,720
Change-15,720 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 15,202
Change-15,202 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 14,688
Change-14,688 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 14,411
Change-14,411 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 14,392
Change-14,392 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 13,843
Change-13,843 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 13,658
Change-13,658 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 13,547
Change-13,547 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 12,976
Change-12,976 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 12,688
Change-12,688 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 12,304
Change-12,304 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 12,236
Change-12,236 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 12,226
Change-12,226 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 12,090
Change-12,090 (-100%)
Value—
Collaborative Wealth Managment Inc.
N/A
Shares— from 12,076
Change-12,076 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 11,967
Change-11,967 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 11,838
Change-11,838 (-100%)
Value—
Fox Hill Wealth Management
N/A
Shares— from 11,669
Change-11,669 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 10,994
Change-10,994 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 10,794
Change-10,794 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 10,077
Change-10,077 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 9,645
Change-9,645 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 9,434
Change-9,434 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 7,163
Change-7,163 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 6,668
Change-6,668 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 6,341
Change-6,341 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 4,197
Change-4,197 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 2,893
Change-2,893 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,775
Change-2,775 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 2,569
Change-2,569 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 2,564
Change-2,564 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 2,171
Change-2,171 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 2,018
Change-2,018 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,999
Change-1,999 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 1,705
Change-1,705 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,654
Change-1,654 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 1,154
Change-1,154 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 1,043
Change-1,043 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 1,006
Change-1,006 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 995
Change-995 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 960
Change-960 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 918
Change-918 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 741
Change-741 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 667
Change-667 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 551
Change-551 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 427
Change-427 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 400
Change-400 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 335
Change-335 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 87
Change-87 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 67
Change-67 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
DECREASED1,125,2541,222,486-97,232-8%$9.6M$7.7M-$2.0M2026-11-02
Greatmark Investment Partners, Inc.
INCREASED975,488973,962+1,526+0%$7.7M$6.7M-$1.0M2026-10-28
Absolute Investment Advisers, LLC
NEW972,216—+972,216——$6.6M—2026-10-21
MGO One Seven LLC
DECREASED923,880956,230-32,350-3%$7.5M$6.3M-$1.2M2026-10-28
Truist Financial Corp
DECREASED893,297895,417-2,1200%$7.1M$6.1M-$963.6K2026-10-30
Smith Asset Management Co., LLC
DECREASED874,373890,862-16,489-2%$7.0M$6.0M-$1.1M2026-10-16
Kestra Advisory Services, LLC
DECREASED753,172759,329-6,157-1%$6.0M$5.1M-$846.9K2026-11-02
Lido Advisors, LLC
INCREASED462,267454,537+7,730+2%$3.6M$3.2M-$457.5K2026-11-04
Chicago Partners Investment Group LLC
DECREASED458,934463,127-4,193-1%$3.6M$3.1M-$486.6K2026-10-27
Cambridge Investment Research Advisors, Inc.
DECREASED366,360377,548-11,188-3%$3.0M$2.5K-$3.0M2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED346,842378,615-31,773-8%$3.0M$2.3M-$680.8K2026-10-13
Shaker Financial Services, LLC
INCREASED300,72087,000+213,720+246%$689.3K$2.1M+$1.4M2026-10-14
Wealth Advisory Solutions, LLC
INCREASED262,309261,844+465+0%$2.1M$1.8M-$274.4K2026-10-20
MSH Capital Advisors LLC
INCREASED244,726240,963+3,763+2%$1.9M$1.7M-$229.8K2026-11-03
Davenport & Co LLC
INCREASED243,350241,523+1,827+1%$1.9M$1.7M-$243.5K2026-10-14
Wolverine Asset Management LLC
NEW239,902—+239,902——$1.6M—2026-11-02
Wright Wealth LLC
INCREASED237,019210,089+26,930+13%$1.7M$1.6M-$39.0K2026-10-29
Capital Investment Advisors, LLC
DECREASED225,436236,459-11,023-5%$1.9M$1.5M-$325.8K2026-10-22
CoreCap Advisors, LLC
DECREASED219,040222,698-3,658-2%$1.8M$1.5M-$261.0K2026-10-08
Thrivent Financial for Lutherans
UNCHANGED161,712161,71200%$1.3M$1.1K-$1.3M2026-11-05
StoneX Group Inc.
INCREASED155,973129,640+26,333+20%$1.0M$1.1M+$51.2K2026-11-03
E&G Advisors, LLC
DECREASED146,627153,251-6,624-4%$1.2M$999.7K-$206.6K2026-10-13
Wealthcare Advisory Partners LLC
INCREASED142,555133,224+9,331+7%$1.0M$972.2K-$77.6K2026-10-21
Concurrent Investment Advisors, LLC
INCREASED140,88351,605+89,278+173%$406.7K$960.8K+$554.2K2026-10-16
Congress Park Capital LLC
NEW117,500—+117,500——$801.4K—2026-10-13
Wedbush Securities Inc
DECREASED109,962119,264-9,302-8%$940.0K$750-$939.3K2026-10-22
Triumph Capital Management
DECREASED103,000103,070-700%$812.2K$702.5K-$109.7K2026-10-14
Highline Wealth Partners LLC
INCREASED97,769300+97,469+32490%$2.4K$666.8K+$664.4K2026-10-19
Diversify Wealth Management, LLC
DECREASED95,42199,591-4,170-4%$765.9K$648.9K-$117.0K2026-10-20
Diversify Advisory Services, LLC
DECREASED95,42199,591-4,170-4%$765.9K$648.9K-$117.0K2026-10-20
Independent Financial Group, LLC
DECREASED93,583110,331-16,748-15%$869.4K$638.2K-$231.2K2026-10-13
Hennion & Walsh Asset Management, Inc.
DECREASED85,003141,288-56,285-40%$1.1M$579.7K-$533.6K2026-10-13
Abel Hall, LLC
UNCHANGED83,60083,60000%$658.8K$570.2K-$88.6K2026-10-19
Spire Wealth Management
DECREASED79,92687,837-7,911-9%$692.2K$545.1K-$147.1K2026-10-30
Marino, Stram & Associates LLC
DECREASED79,16186,571-7,410-9%$682.2K$539.9K-$142.3K2026-10-22
Sage Capital Advisors,llc
INCREASED77,91744,691+33,226+74%$352.2K$531.4K+$179.2K2026-10-13
Shulman DeMeo Asset Management LLC
DECREASED77,12977,280-1510%$609.0K$511.4K-$97.6K2026-10-09
RVW Wealth, LLC
UNCHANGED70,92270,92200%$558.9K$483.7K-$75.2K2026-10-06
Investors Asset Management of Georgia Inc
UNCHANGED69,25069,25000%$545.7K$472.3K-$73.4K2026-10-20
Fifth Third Bancorp
DECREASED69,07971,105-2,026-3%$560.3K$471.1K-$89.2K2026-11-05
Prospera Financial Services Inc
DECREASED66,97482,625-15,651-19%$651.1K$466.1K-$185.0K2026-11-04
Kingsbury Capital Investment Advisors LLC
INCREASED66,61065,897+713+1%$519.3K$454.3K-$65.0K2026-10-20
Live Oak Private Wealth LLC
UNCHANGED65,57265,57200%$516.7K$447.2K-$69.5K2026-11-02
Blue Trust, Inc.
INCREASED61,5042,398+59,106+2465%$18.9K$419.5K+$400.6K2026-10-15
Core Wealth Partners LLC
INCREASED59,80053,224+6,576+12%$419.4K$407.8K-$11.6K2026-11-02
Allspring Global Investments Holdings, LLC
NEW58,757—+58,757——$400.7K—2026-11-04
Ritholtz Wealth Management
UNCHANGED55,30655,30600%$435.8K$377.2K-$58.6K2026-11-05
Walled Lake Planning & Wealth Management, LLC
UNCHANGED55,26955,26900%$435.5K$376.9K-$58.6K2026-10-29
Centurion Wealth Management LLC
DECREASED54,49958,732-4,233-7%$462.8K$371.7K-$91.1K2026-10-13
Accel Wealth Management
DECREASED53,67361,818-8,145-13%$487.1K$366.0K-$121.1K2026-10-13
Daymark Wealth Partners, LLC
INCREASED53,65134,405+19,246+56%$271.1K$365.9K+$94.8K2026-11-04
B. Riley Wealth Advisors, Inc.
DECREASED51,64851,889-2410%$407.3K$352.2K-$55.1K2026-10-13
Onyx Financial Advisors, LLC
UNCHANGED50,14950,14900%$395.2K$342.0K-$53.2K2026-10-21
Investmark Advisory Group LLC
INCREASED49,57148,287+1,284+3%$380.5K$338.1K-$42.4K2026-10-27
International Assets Investment Management, LLC
DECREASED47,73764,859-17,122-26%$508.5K$328.9K-$179.6K2026-11-02
Future Financial Wealth Managment LLC
INCREASED46,98510,000+36,985+370%$77.0K$320.4K+$243.4K2026-10-15
Kestra Private Wealth Services, LLC
DECREASED43,30647,502-4,196-9%$374.3K$295.3K-$79.0K2026-10-30
Cottage Street Advisors LLC
DECREASED42,54550,771-8,226-16%$400.1K$290.2K-$109.9K2026-10-19
NWF Advisory Services Inc.
DECREASED40,72142,721-2,000-5%$336.6K$277.7K-$58.9K2026-10-19
Samalin Investment Counsel, LLC
DECREASED39,99074,884-34,894-47%$590.1K$272.7K-$317.4K2026-10-23
First Merchants Corp
DECREASED38,09739,283-1,186-3%$309.6K$259.8K-$49.7K2026-10-15
Kingswood Wealth Advisors, LLC
DECREASED36,93337,182-249-1%$293.0K$251.9K-$41.1K2026-10-23
HUB Investment Partners, LLC
DECREASED36,01736,389-372-1%$286.7K$245.6K-$41.1K2026-11-03
Smith Chas P & Associates PA Cpas
UNCHANGED35,00035,00000%$275.8K$237.3K-$38.5K2026-10-22
Patriot Financial Group Insurance Agency, LLC
UNCHANGED34,25834,25800%$270.0K$233.6K-$36.3K2026-10-14
Axxcess Wealth Management, LLC
NEW33,570—+33,570——$228.9K—2026-10-21
Concord Wealth Partners
INCREASED32,00931,296+713+2%$246.6K$218.3K-$28.3K2026-11-02
Smithbridge Asset Management Inc
UNCHANGED32,00032,00000%$252.2K$218.2K-$33.9K2026-10-19
Oppenheimer & Co Inc
INCREASED30,90229,877+1,025+3%$235.4K$210.8K-$24.7K2026-10-26
Fortitude Advisory Group L.L.C.
INCREASED30,73230,719+13+0%$242.1K$209.6K-$32.5K2026-10-15
J. L. Bainbridge & Co., Inc.
UNCHANGED30,57130,57100%$240.9K$208.5K-$32.4K2026-10-20
D.A. Davidson & Co.
DECREASED30,48731,089-602-2%$245.0K$207.9K-$37.1K2026-10-28
Elevation Point Wealth Partners, LLC
DECREASED29,97230,609-637-2%$243.0K$206.3K-$36.8K2026-11-05
McAlister, Sweet & Associates, Inc.
INCREASED29,61329,583+30+0%$233.1K$202.0K-$31.2K2026-10-07
Jacobi Capital Management LLC
INCREASED29,45026,550+2,900+11%$209.2K$200.8K-$8.4K2026-11-05
Physician Wealth Advisors, Inc.
UNCHANGED29,36729,36700%$231.4K$200.3K-$31.1K2026-10-20
Farther Finance Advisors, LLC
INCREASED28,43128,264+167+1%$222.7K$193.9K-$28.8K2026-10-08
Mueller Wealth, LLC
UNCHANGED28,25528,25500%$222.6K$192.7K-$30.0K2026-11-05
Advisor OS, LLC
INCREASED27,94327,802+141+1%$219.1K$190.6K-$28.5K2026-11-03
Joel Isaacson & Co., LLC
DECREASED27,86728,563-696-2%$225.1K$190.1K-$35.0K2026-11-05
J.W. Cole Advisors, Inc.
INCREASED27,66627,262+404+1%$214.8K$188.7K-$26.1K2026-11-05
Creative Planning
DECREASED26,08026,144-640%$206.0K$177.9K-$28.1K2026-11-02
RFG Advisory, LLC
INCREASED24,93324,434+499+2%$192.5K$170.0K-$22.5K2026-11-03
Keybank National Association
UNCHANGED24,92124,92100%$196.4K$170.0K-$26.4K2026-11-04
Sigma Planning Corp
INCREASED24,84524,728+117+0%$194.9K$169.4K-$25.4K2026-10-23
Closed-End Fund Advisors, Inc.
UNCHANGED24,78524,78500%$195.3K$169.0K-$26.3K2026-11-04
International Private Wealth Advisors LLC
INCREASED24,67624,089+587+2%$189.8K$168.3K-$21.5K2026-11-05
Duncker Streett & Co Inc
UNCHANGED24,47424,47400%$192.9K$166.9K-$25.9K2026-10-27
M Holdings Securities, Inc.
DECREASED23,64731,161-7,514-24%$245.0K$164-$244.8K2026-11-03
Apollon Wealth Management, LLC
DECREASED22,99424,143-1,149-5%$190.2K$156.8K-$33.4K2026-10-23
Glass Jacobson Investment Advisors llc
INCREASED22,75722,692+65+0%$178.8K$155.2K-$23.6K2026-10-26
Gridiron Partners, LLC
UNCHANGED21,02321,02300%$165.7K$143.4K-$22.3K2026-10-08
Wealth Effects LLC
DECREASED20,74056,090-35,350-63%$442.0K$141.4K-$300.5K2026-10-23
15 Wealth Advisors LLC
NEW20,222—+20,222——$137.9K—2026-10-14
Pacific Wealth Strategies Group, Inc.
UNCHANGED20,00020,00000%$157.6K$136.4K-$21.2K2026-11-02
Gill Capital Partners, LLC
DECREASED19,70420,874-1,170-6%$164.5K$134.4K-$30.1K2026-10-13
Clifford Swan Investment Counsel LLC
UNCHANGED18,95218,95200%$149.3K$129.3K-$20.1K2026-11-05
Naples Global Advisors, LLC
INCREASED18,91011,685+7,225+62%$92.8K$130.0K+$37.2K2026-11-05
Valley Brook Capital Group, Inc.
UNCHANGED17,90917,90900%$141.1K$122.1K-$19.0K2026-10-26
JB Capital LLC
INCREASED17,80817,736+72+0%$139.8K$121.4K-$18.3K2026-10-19
Waterfront Wealth Inc.
DECREASED17,32917,808-479-3%$140.5K$117.6K-$22.9K2026-11-03
Beacon Financial Group
INCREASED17,05016,682+368+2%$131.5K$116.3K-$15.2K2026-10-19
Huntleigh Advisors, Inc.
UNCHANGED16,72016,72000%$131.8K$114.0K-$17.7K2026-11-03
Realta Investment Advisors
INCREASED16,69916,295+404+2%$128.4K$113.9K-$14.5K2026-10-14
Private Trust Co NA
DECREASED16,68318,038-1,355-8%$142.1K$113.8K-$28.4K2026-10-20
EverSource Wealth Advisors, LLC
UNCHANGED16,64516,64500%$131.2K$113.5K-$17.6K2026-11-04
Compass Financial Management LLC
DECREASED16,25916,411-152-1%$129.3K$110.9K-$18.4K2026-10-30
First Bank & Trust
NEW16,220—+16,220——$110.6K—2026-10-19
Burney Co/
UNCHANGED16,14816,14800%$127.2K$110.1K-$17.1K2026-10-15
US Bancorp \de\
DECREASED15,76224,262-8,500-35%$191.2K$107.5K-$83.7K2026-11-05
Bank of New York Mellon Corp
INCREASED14,25913,540+719+5%$106.7K$97.3K-$9.4K2026-11-05
Parsons Capital Management Inc
UNCHANGED14,19314,19300%$111.8K$96.8K-$15.0K2026-10-28
Etesian Wealth Advisors, Inc.
DECREASED14,00014,500-500-3%$114.3K$95.5K-$18.8K2026-10-27
Schear Investment Advisers, LLC
NEW13,562—+13,562——$92.5K—2026-10-14
Tempo Wealth, LLC
INCREASED13,56213,341+221+2%$105.1K$92.5K-$12.6K2026-10-14
Wesbanco Bank Inc
INCREASED13,47213,022+450+3%$102.6K$91.9K-$10.7K2026-11-04
Wagner Wealth Management, LLC
INCREASED13,40013,244+156+1%$104.4K$91.4K-$13.0K2026-10-21
First Heartland Consultants, Inc.
DECREASED13,11713,428-311-2%$105.8K$84.5K-$21.4K2026-10-08
180 Wealth Advisors, LLC
INCREASED12,93312,897+36+0%$101.6K$88.2K-$13.4K2026-11-03
Smith Shellnut Wilson LLC
UNCHANGED12,85512,85500%$101.3K$87.7K-$13.6K2026-10-21
SFE Investment Counsel
UNCHANGED12,81612,81600%$101.0K$87.4K-$13.6K2026-10-29
Diesslin Group, Inc.
INCREASED12,76012,501+259+2%$98.5K$87.0K-$11.5K2026-10-14
Gerber Kawasaki Wealth & Investment Management
DECREASED12,73113,631-900-7%$107.4K$86.8K-$20.6K2026-10-29
Capital Investment Advisory Services, LLC
UNCHANGED12,49812,49800%$98.5K$85.2K-$13.2K2026-10-30
Johnson & White Wealth Management, LLC
INCREASED12,45912,159+300+2%$95.8K$85.0K-$10.8K2026-11-03
Certified Advisory Corp
INCREASED12,32111,661+660+6%$91.9K$84.0K-$7.9K2026-10-29
Powell Investment Advisors, LLC
UNCHANGED12,28412,28400%$97.6K$84.5K-$13.0K2026-10-22
Post Resch Tallon Group Inc.
DECREASED12,21514,065-1,850-13%$110.8K$83.3K-$27.5K2026-10-09
Coastline Trust Co
UNCHANGED12,14312,14300%$95.7K$82.8K-$12.9K2026-10-01
Cahaba Wealth Management, Inc.
UNCHANGED12,10812,10800%$95.4K$82.6K-$12.8K2026-10-26
Sage Capital Management, LLC
DECREASED12,00022,500-10,500-47%$177.3K$81.8K-$95.5K2026-10-20
Baker Avenue Asset Management, LP
UNCHANGED12,00012,00000%$94.6K$81.8K-$12.7K2026-11-06
Carlton Hofferkamp & Jenks Wealth Management, LLC
UNCHANGED12,00012,00000%$93.2K$81.6K-$11.6K2026-10-21
Integrity Alliance, Llc.
NEW11,929—+11,929——$81.4K—2026-10-29
Park Avenue Securities LLC
INCREASED11,85211,561+291+3%$91.0K$81-$90.9K2026-10-26
Steel Grove Capital Advisors, LLC
UNCHANGED11,65311,65300%$91.8K$79.5K-$12.4K2026-10-13
Beacon Financial Advisory LLC
DECREASED11,52413,814-2,290-17%$108.9K$78.6K-$30.3K2026-10-16
LifeSteps Financial, Inc.
DECREASED11,52012,320-800-6%$97.1K$78.6K-$18.5K2026-10-15
W.H. Cornerstone Investments Inc.
INCREASED11,17310,904+269+2%$85.9K$76.2K-$9.7K2026-11-03
BankPlus Wealth Management LLC
UNCHANGED10,89210,89200%$85.8K$74.3K-$11.5K2026-10-13
Hoge Financial Services, LLC
NEW10,213—+10,213——$69.7K—2026-11-05
Pathway Financial Advisers, LLC
NEW8,916—+8,916——$60.8K—2026-10-27
Halbert Hargrove Global Advisors, LLC
DECREASED8,5009,000-500-6%$70.9K$58.0K-$13.0K2026-10-16
Lanark Financial, Inc.
UNCHANGED7,8477,84700%$61.8K$53.5K-$8.3K2026-10-26
Central Trust Co
UNCHANGED7,4937,49300%$59.0K$51.1K-$7.9K2026-11-05
Harbor Investment Advisory, LLC
UNCHANGED6,2486,24800%$49.2K$42.6K-$6.6K2026-10-13
Mather Group, Llc.
UNCHANGED5,2225,22200%$41.1K$35.6K-$5.5K2026-10-14
Hazlett, Burt & Watson, Inc.
INCREASED5,0655,002+63+1%$40$35-$52026-11-04
Transce3nd, LLC
NEW5,000—+5,000——$34.0K—2026-10-26
Financial Consulate, Inc
UNCHANGED3,7493,74900%$29.5K$25.6K-$4.0K2026-10-23
FNY Investment Advisers, LLC
UNCHANGED3,0003,00000%$23$20-$32026-10-16
Washington Trust Advisors, Inc.
UNCHANGED2,6002,60000%$20.5K$17.7K-$2.8K2026-10-22
Maryland Capital Advisors Inc.
DECREASED2,49810,005-7,507-75%$78.8K$17.0K-$61.8K2026-10-15
Cape Investment Advisory, Inc.
UNCHANGED1,9911,99100%$15.7K$13.6K-$2.1K2026-10-13
Main Street Group, LTD
UNCHANGED1,6811,68100%$13.2K$11.5K-$1.8K2026-10-28
Assetmark, Inc
DECREASED1,5131,521-8-1%$12.0K$10.3K-$1.7K2026-10-21
Citizens National Bank Trust Department
UNCHANGED1,4001,40000%$11.0K$9.5K-$1.5K2026-11-04
GHP Investment Advisors, Inc.
UNCHANGED1,2291,22900%$9.7K$8.4K-$1.3K2026-10-15
IFS Advisors, LLC
NEW1,069—+1,069——$7.3K—2026-10-14
Larson Financial Group LLC
UNCHANGED92192100%$7.3K$6.3K-$9762026-11-05
Pinnacle Bancorp, Inc.
UNCHANGED90290200%$7.1K$6.2K-$9562026-10-21
IFP Advisors, Inc
INCREASED836816+20+2%$6.4K$5.7K-$7282026-10-16
Golden State Wealth Management, LLC
UNCHANGED77477400%$6.1K$5.3K-$8202026-11-02
Trust Co
UNCHANGED68168100%$5.4K$4.6K-$7222026-10-09
Caldwell Trust Co
UNCHANGED66966900%$5.3K$4.6K-$7092026-10-30
Parallel Advisors, LLC
INCREASED618136+482+354%$1.1K$4.2K+$3.1K2026-11-03
Nova Financial LLC
NEW499—+499——$3.4K—2026-11-04
Clark Wealth Partners
UNCHANGED49449400%$3.9K$3.4K-$5242026-10-19
Wolff Wiese Magana LLC
UNCHANGED35035000%$2.8K$2.4K-$3712026-10-15
CX Institutional
NEW296—+296——$2—2026-10-02
Root Financial Partners, LLC
NEW284—+284——$1.9K—2026-10-21
Trust Co of Toledo NA
UNCHANGED27627600%$2.2K$1.9K-$2932026-10-16
JFS Wealth Advisors, LLC
UNCHANGED989800%$779$675-$1042026-11-03
Pflug Koory, LLC
UNCHANGED666600%$520$450-$702026-10-26
Signaturefd, LLC
DECREASED2418,527-18,503-100%$146.0K$165-$145.8K2026-10-23
Buck Wealth Strategies, LLC
UNCHANGED202000%$158$136-$222026-10-28
Gamma Investing LLC
DECREASED728-21-75%$221$48-$1732026-10-08
Pinnacle Wealth Planning Services, Inc.
DECREASED31,503-1,500-100%$11.8K$20-$11.8K2026-10-27
Sfam, LLC
UNCHANGED1100%$8$7-$12026-11-03
AlphaCore Capital LLC
CLOSED0130,543-130,543-100%$1.0M$0-$1.0M2026-11-04
One Wealth Capital Management, LLC
CLOSED0101,328-101,328-100%$798.5K$0-$798.5K2026-10-23
Tsfg, LLC
CLOSED020,222-20,222-100%$159.0K$0-$159.0K2026-10-23
King Luther Capital Management Corp
CLOSED017,577-17,577-100%$138.5K$0-$138.5K2026-11-05
Avidian Wealth Enterprises, LLC
CLOSED016,998-16,998-100%$133.9K$0-$133.9K2026-10-08
Perigon Wealth Management, LLC
CLOSED014,302-14,302-100%$112.7K$0-$112.7K2026-10-22
AdvisorNet Financial, Inc
CLOSED03,452-3,452-100%$27.2K$0-$27.2K2026-10-15
WPG Advisers, LLC
CLOSED0632-632-100%$5.0K$0-$5.0K2026-10-27
Salem Investment Counselors Inc
CLOSED0374-374-100%$3.0K$0-$3.0K2026-10-13
Prairie Wealth Advisors, Inc.
UNCHANGED000—$269.8K$267.5K-$2.3K2026-10-29
Morgan Stanley
N/A—5,655,933-5,655,933-100%$44.6M———
Bank of America Corp
N/A—5,038,736-5,038,736-100%$39.7M———
Wells Fargo & Company
N/A—4,690,122-4,690,122-100%$37.0M———
UBS Group AG
N/A—4,361,872-4,361,872-100%$34.4M———
Raymond James Financial Inc
N/A—4,146,808-4,146,808-100%$32.7M———
Royal Bank of Canada
N/A—2,914,736-2,914,736-100%$23.0M———
Invesco Ltd.
N/A—2,704,154-2,704,154-100%$21.3M———
LPL Financial LLC
N/A—2,411,543-2,411,543-100%$19.0M———
Guggenheim Capital LLC
N/A—1,692,635-1,692,635-100%$13.3M———
Captrust Financial Advisors
N/A—1,552,780-1,552,780-100%$12.2M———
Osaic Holdings, Inc.
N/A—1,365,893-1,365,893-100%$10.8M———
Cerity Partners LLC
N/A—1,217,956-1,217,956-100%$9.6M———
Janney Montgomery Scott LLC
N/A—1,107,404-1,107,404-100%$8.7M———
Cetera Investment Advisers
N/A—833,198-833,198-100%$6.6M———
Ameriprise Financial Inc
N/A—825,013-825,013-100%$6.5M———
Cohen & Steers, Inc.
N/A—785,251-785,251-100%$6.2M———
FCA Corp
N/A—554,077-554,077-100%$4.4M———
Moors & Cabot, Inc.
N/A—544,903-544,903-100%$4.3M———
Stifel Financial Corp
N/A—479,664-479,664-100%$3.8M———
Stratos Wealth Partners, Ltd.
N/A—476,950-476,950-100%$3.8M———
Advisors Asset Management, Inc.
N/A—447,769-447,769-100%$3.5M———
Protective Life Corp
N/A—440,000-440,000-100%$3.5M———
Envestnet Asset Management Inc
N/A—391,171-391,171-100%$3.1M———
Steward Partners Investment Advisory, LLC
N/A—383,696-383,696-100%$3.0M———
Prelude Capital Management, LLC
N/A—350,000-350,000-100%$2.8M———
Fiera Capital Corp
N/A—341,744-341,744-100%$2.7M———
Sanctuary Advisors, LLC
N/A—316,545-316,545-100%$2.5M———
NewEdge Advisors, LLC
N/A—302,561-302,561-100%$2.4M———
Ibex Wealth Advisors
N/A—288,992-288,992-100%$2.3M———
Mission Hills Financial Advisory, LLC
N/A—226,584-226,584-100%$1.8M———
First Trust Advisors LP
N/A—215,674-215,674-100%$1.7M———
XTX Topco Ltd
N/A—202,045-202,045-100%$1.6M———
Harbour Investments, Inc.
N/A—202,041-202,041-100%$1.6M———
Wealthspire Advisors, LLC
N/A—199,488-199,488-100%$1.6M———
Geneos Wealth Management Inc.
N/A—186,542-186,542-100%$1.5M———
&partners
N/A—178,942-178,942-100%$1.4M———
UMB Bank, n.a.
N/A—174,854-174,854-100%$1.4M———
Jupiter Wealth Management LLC
N/A—168,733-168,733-100%$1.3M———
Jane Street Group, LLC
N/A—157,446-157,446-100%$1.2M———
HighTower Advisors, LLC
N/A—154,859-154,859-100%$1.2M———
Private Advisor Group, LLC
N/A—139,246-139,246-100%$1.1M———
Cary Street Partners Financial LLC
N/A—137,079-137,079-100%$1.1M———
Bramshill Investments, LLC
N/A—126,165-126,165-100%$994.2K———
Advisory Services Network, LLC
N/A—106,429-106,429-100%$838.7K———
Cornerstone Advisory, LLC
N/A—104,883-104,883-100%$826.5K———
Palogic Value Management, L.P.
N/A—100,564-100,564-100%$792.4K———
Melfa Wealth Management, Inc.
N/A—96,899-96,899-100%$763.6K———
Benchmark Investment Advisors LLC
N/A—88,000-88,000-100%$693.4K———
Level Four Advisory Services, LLC
N/A—83,222-83,222-100%$655.8K———
Rothschild Investment LLC
N/A—80,967-80,967-100%$638.0K———
Pathstone Holdings, LLC
N/A—74,508-74,508-100%$587.1K———
Waverly Advisors, LLC
N/A—73,658-73,658-100%$580.4K———
Arax Advisory Partners
N/A—69,092-69,092-100%$544.4K———
Principal Securities, Inc.
N/A—67,977-67,977-100%$535.7K———
Mariner, LLC
N/A—67,074-67,074-100%$528.5K———
KMT Wealth Management, LLC
N/A—65,897-65,897-100%$519.3K———
Everstar Asset Management, LLC
N/A—64,911-64,911-100%$511.5K———
Mercer Global Advisors Inc
N/A—63,120-63,120-100%$497.4K———
Mosaic Family Wealth Partners, LLC
N/A—61,444-61,444-100%$484.2K———
Ameritas Advisory Services, LLC
N/A—57,103-57,103-100%$450.0K———
Rockefeller Capital Management L.P.
N/A—54,009-54,009-100%$425.6K———
MML Investors Services, LLC
N/A—53,132-53,132-100%$418.7K———
Savvy Advisors, Inc.
N/A—47,041-47,041-100%$370.7K———
HRT Financial LP
N/A—45,587-45,587-100%$359.0K———
Operose Advisors LLC
N/A—44,465-44,465-100%$350.4K———
Advance Capital Management, Inc.
N/A—42,681-42,681-100%$336.3K———
Global Retirement Partners, LLC
N/A—42,204-42,204-100%$332.6K———
Carson Advisory Inc.
N/A—41,561-41,561-100%$327.5K———
IHT Wealth Management, LLC
N/A—41,102-41,102-100%$323.9K———
Curi Capital, LLC
N/A—40,346-40,346-100%$320.2K———
Equitable Holdings, Inc.
N/A—39,903-39,903-100%$314.4K———
Clear Street Group Inc.
N/A—39,016-39,016-100%$307.4K———
Liberty Wealth Management LLC
N/A—37,890-37,890-100%$285.7K———
Whittier Trust Co
N/A—37,532-37,532-100%$294.6K———
Northwestern Mutual Wealth Management Co
N/A—36,305-36,305-100%$286.1K———
Silver OAK Securities, Incorporated
N/A—36,035-36,035-100%$284.0K———
Fund Advisors of America Inc
N/A—32,903-32,903-100%$259.3K———
Kovack Advisors, Inc.
N/A—32,082-32,082-100%$251.6K———
Baird Financial Group, Inc.
N/A—32,014-32,014-100%$252.3K———
Vestmark Advisory Solutions, Inc.
N/A—30,609-30,609-100%$241.2K———
Marex Group Ltd
N/A—30,000-30,000-100%$236.4K———
SageGuard Financial Group, LLC
N/A—27,604-27,604-100%$217.5K———
World Investment Advisors
N/A—27,191-27,191-100%$208.7K———
Caldwell Sutter Capital, Inc.
N/A—27,144-27,144-100%$213.9K———
Allworth Financial LP
N/A—26,244-26,244-100%$206.8K———
Summit Financial, LLC
N/A—24,611-24,611-100%$195.7K———
Berger Financial Group, Inc
N/A—24,565-24,565-100%$193.6K———
Merit Financial Group, LLC
N/A—24,468-24,468-100%$192.8K———
Founders Financial Alliance, LLC
N/A—24,056-24,056-100%$189.6K———
Boothbay Fund Management, LLC
N/A—24,008-24,008-100%$189.2K———
EP Wealth Advisors, LLC
N/A—22,146-22,146-100%$174.5K———
PFG Investments, LLC
N/A—21,305-21,305-100%$167.9K———
Tyche Wealth Partners LLC
N/A—21,273-21,273-100%$167.6K———
Western Wealth Management, LLC
N/A—20,347-20,347-100%$160.3K———
DV Trading LLC
N/A—20,216-20,216-100%$159.3K———
Vines Capital Management, LLC
N/A—19,913-19,913-100%$156.9K———
WealthTrust Axiom LLC
N/A—19,879-19,879-100%$156.6K———
Shufro Rose & Co LLC
N/A—18,373-18,373-100%$144.8K———
CreativeOne Wealth, LLC
N/A—18,079-18,079-100%$142.5K———
Integrated Wealth Concepts LLC
N/A—18,042-18,042-100%$142.2K———
Clearstead Advisors, LLC
N/A—17,367-17,367-100%$136.9K———
Two Sigma Securities, LLC
N/A—17,131-17,131-100%$135.0K———
Ausdal Financial Partners, Inc.
N/A—16,724-16,724-100%$131.8K———
Horizon Kinetics Asset Management LLC
N/A—16,426-16,426-100%$129.4K———
Beacon Pointe Advisors, LLC
N/A—16,035-16,035-100%$126.4K———
Quantinno Capital Management LP
N/A—15,720-15,720-100%$123.9K———
Snowden Capital Advisors LLC
N/A—15,202-15,202-100%$119.9K———
River Wealth Advisors LLC
N/A—14,688-14,688-100%$115.7K———
PSI Advisors, LLC
N/A—14,411-14,411-100%$113.6K———
Whittier Trust Co of Nevada Inc
N/A—14,392-14,392-100%$113.6K———
IEQ Capital, LLC
N/A—13,843-13,843-100%$109.1K———
VeraBank, N.A.
N/A—13,658-13,658-100%$107.6K———
Focus Partners Wealth
N/A—13,547-13,547-100%$107.1K———
MAI Capital Management
N/A—12,976-12,976-100%$102.7K———
Moneta Group Investment Advisors LLC
N/A—12,688-12,688-100%$100.0K———
Stock Yards Bank & Trust Co
N/A—12,304-12,304-100%$97.0K———
Dakota Wealth Management
N/A—12,236-12,236-100%$96.4K———
Aspire Growth Partners LLC
N/A—12,226-12,226-100%$96.3K———
IFG Advisory, LLC
N/A—12,090-12,090-100%$95.3K———
Collaborative Wealth Managment Inc.
N/A—12,076-12,076-100%$95.2K———
American Financial Advisors, LLC
N/A—12,000-12,000-100%$94.6K———
Virtu Financial LLC
N/A—11,967-11,967-100%$94.0K———
Tradition Wealth Management, LLC
N/A—11,838-11,838-100%$93.3K———
Fox Hill Wealth Management
N/A—11,669-11,669-100%$92.0K———
Foundations Investment Advisors, LLC
N/A—10,994-10,994-100%$86.6K———
Leigh Baldwin & Co., LLC
N/A—10,794-10,794-100%$85.1K———
NewEdge Wealth, LLC
N/A—10,077-10,077-100%$79.4K———
Southeast Asset Advisors, LLC
N/A—10,000-10,000-100%$78.8K———
Hollencrest Capital Management
N/A—9,645-9,645-100%$76.0K———
Anchor Investment Management, LLC
N/A—9,434-9,434-100%$74.3K———
BFC Planning, Inc.
N/A—7,163-7,163-100%$56.4K———
Ameriflex Group, Inc.
N/A—6,668-6,668-100%$52.5K———
Quantum Portfolio Management LLC
N/A—6,341-6,341-100%$50.0K———
Bessemer Group Inc
N/A—6,000-6,000-100%$47.0K———
CoreFirst Bank & Trust
N/A—4,197-4,197-100%$33.1K———
Strategic Wealth Partners, Ltd.
N/A—3,000-3,000-100%$23.6K———
Russell Investments Group, Ltd.
N/A—2,893-2,893-100%$22.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,775-2,775-100%$21.9K———
Quent Capital, LLC
N/A—2,700-2,700-100%$21.3K———
Abound Financial, LLC
N/A—2,569-2,569-100%$20.2K———
Aventura Private Wealth, LLC
N/A—2,564-2,564-100%$20.2K———
Regatta Research & Money Management
N/A—2,171-2,171-100%$17.1K———
Fiduciary Financial Advisors
N/A—2,018-2,018-100%$15.9K———
Smartleaf Asset Management LLC
N/A—1,999-1,999-100%$15.7K———
Johnson Financial Group, Inc.
N/A—1,705-1,705-100%$13.4K———
Huntington National Bank
N/A—1,654-1,654-100%$13.0K———
Atlantic Union Bankshares Corp
N/A—1,500-1,500-100%$11.8K———
PNC Financial Services Group, Inc.
N/A—1,154-1,154-100%$9.1K———
HFM Investment Advisors, LLC
N/A—1,043-1,043-100%$8.2K———
Security National Bank of Sioux City Iowa
N/A—1,006-1,006-100%$7.9K———
Mark Sheptoff Financial Planning, LLC
N/A—1,000-1,000-100%$7.9K———
Swan Capital LLC
N/A—995-995-100%$7.8K———
Private Wealth Asset Management, LLC
N/A—960-960-100%$7.6K———
Osbon Capital Management LLC
N/A—918-918-100%$7.2K———
Leo H. Evart, Inc.
N/A—741-741-100%$5.8K———
Medallion Wealth Advisors, LLC
N/A—667-667-100%$5.3K———
Darwin Wealth Management, LLC
N/A—551-551-100%$4.3K———
LRI Investments, LLC
N/A—427-427-100%$3.4K———
JPMorgan Chase & Co
N/A—400-400-100%$3.1K———
Allied Private Wealth LLC
N/A—335-335-100%$2.6K———
Cbiz Investment Advisory Services, LLC
N/A—87-87-100%$656———
Institute for Wealth Management, Llc.
N/A—67-67-100%$528———
Showing 351 of 351 institutions