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Occidental Petroleum-Cw27 (OXY/WS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Philip James Wealth Mangement, LLC
DECREASED
Shares976,879 from 1,023,537
Change-46,658 (-5%)
Value$32.5M (+$5.2M)
Filed 2026-10-27
Adams Asset Advisors, LLC
DECREASED
Shares154,425 from 468,312
Change-313,887 (-67%)
Value$5.1M (-$7.3M)
Filed 2026-10-08
Perigon Wealth Management, LLC
NEW
Shares6,351
Change+6,351
Value$211.2K
Filed 2026-10-22
StoneX Group Inc.
NEW
Shares5,701
Change+5,701
Value$207.9K
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
NEW
Shares5,433
Change+5,433
Value$208.0K
Filed 2026-10-13
Farther Finance Advisors, LLC
INCREASED
Shares2,695 from 2,489
Change+206 (+8%)
Value$89.6K (+$23.3K)
Filed 2026-10-08
US Bancorp \de\
DECREASED
Shares1,885 from 1,900
Change-15 (-1%)
Value$62.7K (+$12.1K)
Filed 2026-11-05
Next Level Wealth Planning, LLC
NEW
Shares1,315
Change+1,315
Value$43.7K
Filed 2026-10-29
Sawyer & Company, Inc
DECREASED
Shares1,289 from 1,324
Change-35 (-3%)
Value$42.9K (+$16.2K)
Filed 2026-10-21
Fifth Third Bancorp
DECREASED
Shares961 from 966
Change-5 (-1%)
Value$32.0K (+$6.2K)
Filed 2026-11-05
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares905 from 905
Change0 (0%)
Value$30.1K (+$6.0K)
Filed 2026-10-23
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares875 from 875
Change0 (0%)
Value$29.1K (+$5.8K)
Filed 2026-10-15
Parallel Advisors, LLC
UNCHANGED
Shares790 from 790
Change0 (0%)
Value$26.3K (+$5.2K)
Filed 2026-11-03
American National Bank & Trust
INCREASED
Shares715 from 696
Change+19 (+3%)
Value$23.8K (+$5.2K)
Filed 2026-10-07
Rydar Equities, Inc.
NEW
Shares687
Change+687
Value$24.9K
Filed 2026-10-13
TD Waterhouse Canada Inc.
INCREASED
Shares553 from 550
Change+3 (+1%)
Value$19.8K (+$6.1K)
Filed 2026-10-16
Farmers & Merchants Investments Inc
UNCHANGED
Shares424 from 424
Change0 (0%)
Value$14.1K (+$2.8K)
Filed 2026-10-22
TD Private Client Wealth LLC
UNCHANGED
Shares368 from 368
Change0 (0%)
Value$12.2K (+$2.4K)
Filed 2026-10-28
Private Trust Co NA
INCREASED
Shares350 from 337
Change+13 (+4%)
Value$11.6K (+$2.7K)
Filed 2026-10-20
Eastern Bank
UNCHANGED
Shares347 from 347
Change0 (0%)
Value$11.6K (+$2.4K)
Filed 2026-10-05
Central Trust Co
UNCHANGED
Shares286 from 286
Change0 (0%)
Value$9.5K (+$1.9K)
Filed 2026-11-05
Trust Co of Toledo NA
DECREASED
Shares283 from 295
Change-12 (-4%)
Value$9.4K (+$1.6K)
Filed 2026-10-16
Western Pacific Wealth Management, LP
UNCHANGED
Shares283 from 283
Change0 (0%)
Value$9.4K (+$1.9K)
Filed 2026-10-16
Advocate Investing Services LLC
UNCHANGED
Shares277 from 277
Change0 (0%)
Value$9.2K (+$1.8K)
Filed 2026-10-26
Caldwell Trust Co
DECREASED
Shares256 from 258
Change-2 (-1%)
Value$8.5K (+$1.6K)
Filed 2026-10-30
Triumph Capital Management
UNCHANGED
Shares256 from 256
Change0 (0%)
Value$8.5K (+$1.7K)
Filed 2026-10-14
Tompkins Financial Corp
UNCHANGED
Shares234 from 234
Change0 (0%)
Value$7.8K (+$1.6K)
Filed 2026-10-05
Jacobi Capital Management LLC
NEW
Shares230
Change+230
Value$7.6K
Filed 2026-11-05
Blue Trust, Inc.
UNCHANGED
Shares209 from 209
Change0 (0%)
Value$6.9K (+$1.4K)
Filed 2026-10-15
Montag A & Associates Inc
DECREASED
Shares208 from 235
Change-27 (-11%)
Value$6.9K (+$657)
Filed 2026-10-29
Armstrong Advisory Group, Inc
UNCHANGED
Shares199 from 199
Change0 (0%)
Value$6.6K (+$1.3K)
Filed 2026-10-09
Wolverine Asset Management LLC
NEW
Shares190
Change+190
Value$6.3K
Filed 2026-11-02
Bokf, NA
DECREASED
Shares182 from 219
Change-37 (-17%)
Value$6.1K (+$220)
Filed 2026-10-27
IFP Advisors, Inc
DECREASED
Shares161 from 193
Change-32 (-17%)
Value$5.4K (+$213)
Filed 2026-10-16
EverSource Wealth Advisors, LLC
UNCHANGED
Shares151 from 151
Change0 (0%)
Value$5.0K (+$1.0K)
Filed 2026-11-04
Oakworth Capital, Inc.
UNCHANGED
Shares143 from 143
Change0 (0%)
Value$4.8K (+$943)
Filed 2026-10-26
Ashton Thomas Private Wealth, LLC
NEW
Shares142
Change+142
Value$4.7K
Filed 2026-11-03
CoreCap Advisors, LLC
UNCHANGED
Shares139 from 139
Change0 (0%)
Value$4.6K (+$920)
Filed 2026-10-08
Kingdom Financial Group Llc.
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$4.2K (+$827)
Filed 2026-11-04
Lanark Financial, Inc.
DECREASED
Shares114 from 147
Change-33 (-22%)
Value$3.8K (-$123)
Filed 2026-10-26
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares111 from 111
Change0 (0%)
Value$3.7K (+$735)
Filed 2026-10-27
Hughes Financial Services, LLC
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$4.5K (+$1.6K)
Filed 2026-10-30
Trust Co
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$3.4K (+$682)
Filed 2026-10-09
Pacifica Partners Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$3.6K (+$895)
Filed 2026-10-09
Salomon & Ludwin, LLC
UNCHANGED
Shares98 from 98
Change0 (0%)
Value$3.3K (+$714)
Filed 2026-10-29
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$3 (+$1)
Filed 2026-11-04
Provenance Wealth Advisors, LLC
INCREASED
Shares83 from 57
Change+26 (+46%)
Value$2.8K (+$1.2K)
Filed 2026-10-30
AlphaCore Capital LLC
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$2.6K (+$517)
Filed 2026-11-04
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$2.6K (+$516)
Filed 2026-10-13
Cullen T Bankers, Inc.
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$2.1K (+$411)
Filed 2026-10-28
Golden State Wealth Management, LLC
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$2.1K (+$412)
Filed 2026-11-02
Princeton Global Asset Management LLC
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$2.1K (+$411)
Filed 2026-10-21
Financial Consulate, Inc
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$2.0K (+$404)
Filed 2026-10-23
Creative Financial Designs Inc
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$1.9K (+$371)
Filed 2026-11-04
Kimelman & Baird, LLC
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$1.9K (+$370)
Filed 2026-11-03
Nemes Rush Group LLC
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$1.9K (+$371)
Filed 2026-11-04
Quest 10 Wealth Builders, Inc.
INCREASED
Shares52 from 11
Change+41 (+373%)
Value$1.7K (+$1.4K)
Filed 2026-11-02
Harbor Investment Advisory, LLC
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$1.7K (+$338)
Filed 2026-10-13
Nova Financial LLC
NEW
Shares50
Change+50
Value$1.7K
Filed 2026-11-04
Entrust Financial LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$1.7K (+$331)
Filed 2026-11-04
St. Johns Investment Management Company, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$1.7K (+$331)
Filed 2026-10-30
Compass Financial Management LLC
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$1.5K (+$305)
Filed 2026-10-30
Larson Financial Group LLC
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$1.5K (+$305)
Filed 2026-11-05
GHP Investment Advisors, Inc.
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$1.5K (+$298)
Filed 2026-10-15
Mosley Wealth Management
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$1.5K (+$470)
Filed 2026-10-16
Key Capital Management, Inc
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$1.3K (+$252)
Filed 2026-11-03
Nfsg Corp
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$1.2K (+$245)
Filed 2026-10-15
Adkins Seale Capital Management LLC
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$1.2K (+$238)
Filed 2026-10-27
Kentucky Trust Co
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$1.2K (+$238)
Filed 2026-10-15
Spire Wealth Management
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$1.2K (+$238)
Filed 2026-10-30
Rossby Financial, LCC
NEW
Shares31
Change+31
Value$1.0K
Filed 2026-11-05
High Note Wealth, LLC
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$1.0K (+$205)
Filed 2026-10-27
Private Wealth Management Group, LLC
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$1.0K (+$205)
Filed 2026-10-19
Meriwether Wealth & Planning, LLC
NEW
Shares30
Change+30
Value$1.0K
Filed 2026-10-13
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$998 (+$199)
Filed 2026-10-20
Strengthening Families & Communities, LLC
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$964 (+$192)
Filed 2026-10-21
Mather Group, Llc.
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$931 (+$185)
Filed 2026-10-14
Old Second National Bank of Aurora
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$931 (+$185)
Filed 2026-10-22
Hilton Head Capital Partners, LLC
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$898 (+$179)
Filed 2026-10-23
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$904 (+$184)
Filed 2026-10-23
Financial Network Wealth Advisors LLC
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$865 (+$173)
Filed 2026-10-28
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$832 (+$166)
Filed 2026-10-27
First Financial Corp
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$831 (+$165)
Filed 2026-10-13
Fortitude Family Office, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$831 (+$165)
Filed 2026-10-14
Maryland Capital Advisors Inc.
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$832 (+$166)
Filed 2026-10-15
Latitude Advisors, LLC
NEW
Shares24
Change+24
Value$798
Filed 2026-10-27
Acima Private Wealth, LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$732 (+$146)
Filed 2026-10-05
Ashurst Perkins Coie Trust Co
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$697 (+$139)
Filed 2026-10-15
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$598 (+$119)
Filed 2026-10-29
Markowski Investments
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$598 (+$119)
Filed 2026-10-30
Bfsg, LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$566 (+$113)
Filed 2026-10-30
Hickory Point Bank & Trust
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$536 (+$109)
Filed 2026-10-01
Country Trust Bank
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$502 (+$102)
Filed 2026-10-30
Ameliora Wealth Management Ltd.
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$466 (+$93)
Filed 2026-10-23
Inspire Investing, LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$444 (+$88)
Filed 2026-10-22
Heritage Family Offices, LLP
NEW
Shares12
Change+12
Value$399
Filed 2026-11-02
Ares Financial Consulting, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$399 (+$79)
Filed 2026-10-19
Barrett & Company, Inc.
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$399 (+$79)
Filed 2026-10-22
First Horizon Corp
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$399 (+$79)
Filed 2026-10-26
Key FInancial Inc
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$399 (+$79)
Filed 2026-11-02
Towne Trust Company, N.a
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$399 (+$79)
Filed 2026-10-28
Tower Trust & Investment Co
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$332 (+$66)
Filed 2026-10-28
Godsey & Gibb, Inc
NEW
Shares9
Change+9
Value$228
Filed 2026-10-14
Ascentis Independent Advisors
NEW
Shares8
Change+8
Value$266
Filed 2026-11-03
Quaker Wealth Management, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$266 (+$52)
Filed 2026-10-22
Assetmark, Inc
INCREASED
Shares7 from 1
Change+6 (+600%)
Value$233 (+$206)
Filed 2026-10-21
Ashton Thomas Securities, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$233 (+$47)
Filed 2026-10-26
Pinnacle Bancorp, Inc.
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$233 (+$47)
Filed 2026-10-21
Main Street Group, LTD
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$200 (+$40)
Filed 2026-10-28
Valley National Advisers Inc
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$200 (+$40)
Filed 2026-10-23
Hurley Capital, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$166 (+$33)
Filed 2026-11-05
MTM Investment Management, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$166 (+$33)
Filed 2026-10-30
Register Financial Advisors LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$166 (+$33)
Filed 2026-10-23
Abound Wealth Management
INCREASED
Shares4 from 3
Change+1 (+33%)
Value$133 (+$53)
Filed 2026-10-26
J.Safra Asset Management Corp
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$1 ($0)
Filed 2026-11-03
Root Financial Partners, LLC
NEW
Shares3
Change+3
Value$100
Filed 2026-10-21
Accordant Advisory Group Inc
NEW
Shares3
Change+3
Value$100
Filed 2026-10-29
Chilton Capital Management LLC
DECREASED
Shares3 from 9
Change-6 (-67%)
Value$100 (-$140)
Filed 2026-10-28
Asset Dedication, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$100 (+$20)
Filed 2026-11-03
Kelleher Financial Advisors
DECREASED
Shares2 from 4
Change-2 (-50%)
Value$67 (-$40)
Filed 2026-10-30
Bullock Wealth Management Group
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$72 (+$20)
Filed 2026-10-09
Gamma Investing LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$67 (+$14)
Filed 2026-10-08
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$67 (+$13)
Filed 2026-10-26
Global Trust Asset Management, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$67 (+$14)
Filed 2026-10-19
Hanson & Doremus Investment Management
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$0 ($0)
Filed 2026-10-16
JFS Wealth Advisors, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$67 (+$13)
Filed 2026-11-03
Versant Capital Management, Inc
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$67 (+$14)
Filed 2026-10-02
GK Wealth Management LLC
NEW
Shares1
Change+1
Value$33
Filed 2026-10-09
Atwood & Palmer Inc
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$34 (+$7)
Filed 2026-10-08
Carolina Wealth Advisors, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$33 (+$6)
Filed 2026-10-23
Holos Integrated Wealth LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$41 (+$11)
Filed 2026-10-23
Smead Capital Management, Inc.
CLOSED
Shares0 from 65,345
Change-65,345 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-16
Warberg Asset Management LLC
CLOSED
Shares0 from 15,292
Change-15,292 (-100%)
Value$0 (-$407.1K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 9,283
Change-9,283 (-100%)
Value$0 (-$247.2K)
Filed 2026-11-02
Tsfg, LLC
CLOSED
Shares0 from 375
Change-375 (-100%)
Value$0 (-$10.0K)
Filed 2026-10-23
International Assets Investment Management, LLC
CLOSED
Shares0 from 245
Change-245 (-100%)
Value$0 (-$6.4K)
Filed 2026-11-02
NBT Bank, N.A.
CLOSED
Shares0 from 193
Change-193 (-100%)
Value$0 (-$5.1K)
Filed 2026-10-21
AdvisorNet Financial, Inc
CLOSED
Shares0 from 112
Change-112 (-100%)
Value$0 (-$3.0K)
Filed 2026-10-15
Allspring Global Investments Holdings, LLC
CLOSED
Shares0 from 93
Change-93 (-100%)
Value$0 (-$2.5K)
Filed 2026-11-04
Founders Capital Management
CLOSED
Shares0 from 75
Change-75 (-100%)
Value$0 (-$2.0K)
Filed 2026-10-13
Salem Investment Counselors Inc
CLOSED
Shares0 from 56
Change-56 (-100%)
Value$0 (-$1.5K)
Filed 2026-10-13
Avion Wealth
CLOSED
Shares0 from 23
Change-23 (-100%)
Value$0 ($0)
Filed 2026-11-04
First Command Advisory Services, Inc.
CLOSED
Shares0 from 21
Change-21 (-100%)
Value$0 (-$559)
Filed 2026-11-05
Grove Bank & Trust
CLOSED
Shares0 from 17
Change-17 (-100%)
Value$0 (-$453)
Filed 2026-10-08
Mountain Hill Investment Partners Corp.
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 (-$373)
Filed 2026-10-23
MCF Advisors LLC
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$320)
Filed 2026-10-28
Midway Capital Research & Management
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$320)
Filed 2026-10-20
Breakwater Investment Management
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$27)
Filed 2026-10-20
OnyxPoint Global Management LP
N/A
Shares— from 161,104
Change-161,104 (-100%)
Value—
Skaana Management L.P.
N/A
Shares— from 153,032
Change-153,032 (-100%)
Value—
GoodHaven Capital Management, LLC
N/A
Shares— from 151,697
Change-151,697 (-100%)
Value—
National Pension Service
N/A
Shares— from 150,159
Change-150,159 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 147,669
Change-147,669 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 109,890
Change-109,890 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 93,694
Change-93,694 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 56,450
Change-56,450 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 51,121
Change-51,121 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 46,905
Change-46,905 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 39,904
Change-39,904 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 31,531
Change-31,531 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 28,756
Change-28,756 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 21,848
Change-21,848 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 20,537
Change-20,537 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 19,073
Change-19,073 (-100%)
Value—
UBS Group AG
N/A
Shares— from 16,687
Change-16,687 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 15,726
Change-15,726 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 13,178
Change-13,178 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 12,033
Change-12,033 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 11,669
Change-11,669 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 11,663
Change-11,663 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 11,464
Change-11,464 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 10,432
Change-10,432 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 10,400
Change-10,400 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 10,019
Change-10,019 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 10,004
Change-10,004 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 8,161
Change-8,161 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 6,618
Change-6,618 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 6,303
Change-6,303 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 5,013
Change-5,013 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 4,864
Change-4,864 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 3,245
Change-3,245 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,434
Change-2,434 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,048
Change-2,048 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 1,982
Change-1,982 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 958
Change-958 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 908
Change-908 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 739
Change-739 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 735
Change-735 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 709
Change-709 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 696
Change-696 (-100%)
Value—
Eurizon Capital SGR S.p.A.
N/A
Shares— from 683
Change-683 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 585
Change-585 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 437
Change-437 (-100%)
Value—
Barclays PLC
N/A
Shares— from 427
Change-427 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 411
Change-411 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 406
Change-406 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 341
Change-341 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 336
Change-336 (-100%)
Value—
Blair William & Co
N/A
Shares— from 333
Change-333 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 325
Change-325 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 316
Change-316 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 302
Change-302 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 293
Change-293 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 271
Change-271 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 263
Change-263 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 244
Change-244 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 241
Change-241 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 216
Change-216 (-100%)
Value—
Knott David M Jr
N/A
Shares— from 194
Change-194 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 193
Change-193 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 171
Change-171 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 151
Change-151 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 142
Change-142 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 133
Change-133 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 125
Change-125 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 125
Change-125 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 85
Change-85 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 83
Change-83 (-100%)
Value—
Luken Investment Analytics, LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 65
Change-65 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 60
Change-60 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Motco
N/A
Shares— from 49
Change-49 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 47
Change-47 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 47
Change-47 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 45
Change-45 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 43
Change-43 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 42
Change-42 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 39
Change-39 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 39
Change-39 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 36
Change-36 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 31
Change-31 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 29
Change-29 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 27
Change-27 (-100%)
Value—
Natixis
N/A
Shares— from 27
Change-27 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 25
Change-25 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 25
Change-25 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
CNB Bank
N/A
Shares— from 22
Change-22 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 20
Change-20 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 19
Change-19 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 19
Change-19 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 18
Change-18 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 15
Change-15 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 13
Change-13 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 12
Change-12 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 12
Change-12 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 12
Change-12 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 10
Change-10 (-100%)
Value—
FMR LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 9
Change-9 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 9
Change-9 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 6
Change-6 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 4
Change-4 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 3
Change-3 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Centennial Bank
N/A
Shares— from 3
Change-3 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 3
Change-3 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 2
Change-2 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Philip James Wealth Mangement, LLC
DECREASED976,8791,023,537-46,658-5%$27.3M$32.5M+$5.2M2026-10-27
Adams Asset Advisors, LLC
DECREASED154,425468,312-313,887-67%$12.5M$5.1M-$7.3M2026-10-08
Perigon Wealth Management, LLC
NEW6,351—+6,351——$211.2K—2026-10-22
StoneX Group Inc.
NEW5,701—+5,701——$207.9K—2026-11-03
Wealth Enhancement Advisory Services, LLC
NEW5,433—+5,433——$208.0K—2026-10-13
Farther Finance Advisors, LLC
INCREASED2,6952,489+206+8%$66.3K$89.6K+$23.3K2026-10-08
US Bancorp \de\
DECREASED1,8851,900-15-1%$50.6K$62.7K+$12.1K2026-11-05
Next Level Wealth Planning, LLC
NEW1,315—+1,315——$43.7K—2026-10-29
Sawyer & Company, Inc
DECREASED1,2891,324-35-3%$26.6K$42.9K+$16.2K2026-10-21
Fifth Third Bancorp
DECREASED961966-5-1%$25.7K$32.0K+$6.2K2026-11-05
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED90590500%$24.1K$30.1K+$6.0K2026-10-23
Turtle Creek Wealth Advisors, LLC
UNCHANGED87587500%$23.3K$29.1K+$5.8K2026-10-15
Parallel Advisors, LLC
UNCHANGED79079000%$21.0K$26.3K+$5.2K2026-11-03
American National Bank & Trust
INCREASED715696+19+3%$18.5K$23.8K+$5.2K2026-10-07
Rydar Equities, Inc.
NEW687—+687——$24.9K—2026-10-13
TD Waterhouse Canada Inc.
INCREASED553550+3+1%$13.8K$19.8K+$6.1K2026-10-16
Farmers & Merchants Investments Inc
UNCHANGED42442400%$11.3K$14.1K+$2.8K2026-10-22
TD Private Client Wealth LLC
UNCHANGED36836800%$9.8K$12.2K+$2.4K2026-10-28
Private Trust Co NA
INCREASED350337+13+4%$9.0K$11.6K+$2.7K2026-10-20
Eastern Bank
UNCHANGED34734700%$9.3K$11.6K+$2.4K2026-10-05
Central Trust Co
UNCHANGED28628600%$7.6K$9.5K+$1.9K2026-11-05
Trust Co of Toledo NA
DECREASED283295-12-4%$7.9K$9.4K+$1.6K2026-10-16
Western Pacific Wealth Management, LP
UNCHANGED28328300%$7.5K$9.4K+$1.9K2026-10-16
Advocate Investing Services LLC
UNCHANGED27727700%$7.4K$9.2K+$1.8K2026-10-26
Caldwell Trust Co
DECREASED256258-2-1%$6.9K$8.5K+$1.6K2026-10-30
Triumph Capital Management
UNCHANGED25625600%$6.8K$8.5K+$1.7K2026-10-14
Tompkins Financial Corp
UNCHANGED23423400%$6.2K$7.8K+$1.6K2026-10-05
Jacobi Capital Management LLC
NEW230—+230——$7.6K—2026-11-05
Blue Trust, Inc.
UNCHANGED20920900%$5.6K$6.9K+$1.4K2026-10-15
Montag A & Associates Inc
DECREASED208235-27-11%$6.3K$6.9K+$6572026-10-29
Armstrong Advisory Group, Inc
UNCHANGED19919900%$5.3K$6.6K+$1.3K2026-10-09
Wolverine Asset Management LLC
NEW190—+190——$6.3K—2026-11-02
Bokf, NA
DECREASED182219-37-17%$5.8K$6.1K+$2202026-10-27
IFP Advisors, Inc
DECREASED161193-32-17%$5.1K$5.4K+$2132026-10-16
EverSource Wealth Advisors, LLC
UNCHANGED15115100%$4.0K$5.0K+$1.0K2026-11-04
Oakworth Capital, Inc.
UNCHANGED14314300%$3.8K$4.8K+$9432026-10-26
Ashton Thomas Private Wealth, LLC
NEW142—+142——$4.7K—2026-11-03
CoreCap Advisors, LLC
UNCHANGED13913900%$3.7K$4.6K+$9202026-10-08
Kingdom Financial Group Llc.
UNCHANGED12512500%$3.3K$4.2K+$8272026-11-04
Lanark Financial, Inc.
DECREASED114147-33-22%$3.9K$3.8K-$1232026-10-26
Pinnacle Wealth Planning Services, Inc.
UNCHANGED11111100%$3.0K$3.7K+$7352026-10-27
Hughes Financial Services, LLC
UNCHANGED11011000%$2.9K$4.5K+$1.6K2026-10-30
Trust Co
UNCHANGED10310300%$2.7K$3.4K+$6822026-10-09
Pacifica Partners Inc.
UNCHANGED10010000%$2.7K$3.6K+$8952026-10-09
Salomon & Ludwin, LLC
UNCHANGED989800%$2.5K$3.3K+$7142026-10-29
Hazlett, Burt & Watson, Inc.
UNCHANGED878700%$2$3+$12026-11-04
Provenance Wealth Advisors, LLC
INCREASED8357+26+46%$1.5K$2.8K+$1.2K2026-10-30
AlphaCore Capital LLC
UNCHANGED787800%$2.1K$2.6K+$5172026-11-04
Beacon Investment Advisory Services, Inc.
UNCHANGED787800%$2.1K$2.6K+$5162026-10-13
Cullen T Bankers, Inc.
UNCHANGED626200%$1.7K$2.1K+$4112026-10-28
Golden State Wealth Management, LLC
UNCHANGED626200%$1.7K$2.1K+$4122026-11-02
Princeton Global Asset Management LLC
UNCHANGED626200%$1.7K$2.1K+$4112026-10-21
Financial Consulate, Inc
UNCHANGED616100%$1.6K$2.0K+$4042026-10-23
Creative Financial Designs Inc
UNCHANGED565600%$1.5K$1.9K+$3712026-11-04
Kimelman & Baird, LLC
UNCHANGED565600%$1.5K$1.9K+$3702026-11-03
Nemes Rush Group LLC
UNCHANGED565600%$1.5K$1.9K+$3712026-11-04
Quest 10 Wealth Builders, Inc.
INCREASED5211+41+373%$293$1.7K+$1.4K2026-11-02
Harbor Investment Advisory, LLC
UNCHANGED515100%$1.4K$1.7K+$3382026-10-13
Nova Financial LLC
NEW50—+50——$1.7K—2026-11-04
Entrust Financial LLC
UNCHANGED505000%$1.3K$1.7K+$3312026-11-04
St. Johns Investment Management Company, LLC
UNCHANGED505000%$1.3K$1.7K+$3312026-10-30
Compass Financial Management LLC
UNCHANGED464600%$1.2K$1.5K+$3052026-10-30
Larson Financial Group LLC
UNCHANGED464600%$1.2K$1.5K+$3052026-11-05
GHP Investment Advisors, Inc.
UNCHANGED454500%$1.2K$1.5K+$2982026-10-15
Mosley Wealth Management
UNCHANGED393900%$1.0K$1.5K+$4702026-10-16
Key Capital Management, Inc
UNCHANGED383800%$1.0K$1.3K+$2522026-11-03
Nfsg Corp
UNCHANGED373700%$985$1.2K+$2452026-10-15
Adkins Seale Capital Management LLC
UNCHANGED363600%$959$1.2K+$2382026-10-27
Kentucky Trust Co
UNCHANGED363600%$959$1.2K+$2382026-10-15
Spire Wealth Management
UNCHANGED363600%$959$1.2K+$2382026-10-30
Rossby Financial, LCC
NEW31—+31——$1.0K—2026-11-05
High Note Wealth, LLC
UNCHANGED313100%$826$1.0K+$2052026-10-27
Private Wealth Management Group, LLC
UNCHANGED313100%$826$1.0K+$2052026-10-19
Meriwether Wealth & Planning, LLC
NEW30—+30——$1.0K—2026-10-13
Atlantic Edge Private Wealth Management, LLC
UNCHANGED303000%$799$998+$1992026-10-20
Strengthening Families & Communities, LLC
UNCHANGED292900%$772$964+$1922026-10-21
Mather Group, Llc.
UNCHANGED282800%$746$931+$1852026-10-14
Old Second National Bank of Aurora
UNCHANGED282800%$746$931+$1852026-10-22
Hilton Head Capital Partners, LLC
UNCHANGED272700%$719$898+$1792026-10-23
Wilmington Savings Fund Society, FSB
UNCHANGED272700%$720$904+$1842026-10-23
Financial Network Wealth Advisors LLC
UNCHANGED262600%$692$865+$1732026-10-28
Cassaday & Co Wealth Management LLC
UNCHANGED252500%$666$832+$1662026-10-27
First Financial Corp
UNCHANGED252500%$666$831+$1652026-10-13
Fortitude Family Office, LLC
UNCHANGED252500%$666$831+$1652026-10-14
Maryland Capital Advisors Inc.
UNCHANGED252500%$666$832+$1662026-10-15
Latitude Advisors, LLC
NEW24—+24——$798—2026-10-27
Acima Private Wealth, LLC
UNCHANGED222200%$586$732+$1462026-10-05
Ashurst Perkins Coie Trust Co
UNCHANGED212100%$558$697+$1392026-10-15
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED181800%$479$598+$1192026-10-29
Markowski Investments
UNCHANGED181800%$479$598+$1192026-10-30
Bfsg, LLC
UNCHANGED171700%$453$566+$1132026-10-30
Hickory Point Bank & Trust
UNCHANGED161600%$427$536+$1092026-10-01
Country Trust Bank
UNCHANGED151500%$400$502+$1022026-10-30
Ameliora Wealth Management Ltd.
UNCHANGED141400%$373$466+$932026-10-23
Inspire Investing, LLC
UNCHANGED131300%$356$444+$882026-10-22
Heritage Family Offices, LLP
NEW12—+12——$399—2026-11-02
Ares Financial Consulting, LLC
UNCHANGED121200%$320$399+$792026-10-19
Barrett & Company, Inc.
UNCHANGED121200%$320$399+$792026-10-22
First Horizon Corp
UNCHANGED121200%$320$399+$792026-10-26
Key FInancial Inc
UNCHANGED121200%$320$399+$792026-11-02
Towne Trust Company, N.a
UNCHANGED121200%$320$399+$792026-10-28
Tower Trust & Investment Co
UNCHANGED101000%$266$332+$662026-10-28
Godsey & Gibb, Inc
NEW9—+9——$228—2026-10-14
Ascentis Independent Advisors
NEW8—+8——$266—2026-11-03
Quaker Wealth Management, LLC
UNCHANGED8800%$214$266+$522026-10-22
Assetmark, Inc
INCREASED71+6+600%$27$233+$2062026-10-21
Ashton Thomas Securities, LLC
UNCHANGED7700%$186$233+$472026-10-26
Pinnacle Bancorp, Inc.
UNCHANGED7700%$186$233+$472026-10-21
Main Street Group, LTD
UNCHANGED6600%$160$200+$402026-10-28
Valley National Advisers Inc
UNCHANGED6600%$160$200+$402026-10-23
Hurley Capital, LLC
UNCHANGED5500%$133$166+$332026-11-05
MTM Investment Management, LLC
UNCHANGED5500%$133$166+$332026-10-30
Register Financial Advisors LLC
UNCHANGED5500%$133$166+$332026-10-23
Abound Wealth Management
INCREASED43+1+33%$80$133+$532026-10-26
J.Safra Asset Management Corp
UNCHANGED4400%$1$1$02026-11-03
Root Financial Partners, LLC
NEW3—+3——$100—2026-10-21
Accordant Advisory Group Inc
NEW3—+3——$100—2026-10-29
Chilton Capital Management LLC
DECREASED39-6-67%$240$100-$1402026-10-28
Asset Dedication, LLC
UNCHANGED3300%$80$100+$202026-11-03
Kelleher Financial Advisors
DECREASED24-2-50%$107$67-$402026-10-30
Bullock Wealth Management Group
UNCHANGED2200%$52$72+$202026-10-09
Gamma Investing LLC
UNCHANGED2200%$53$67+$142026-10-08
Glass Jacobson Investment Advisors llc
UNCHANGED2200%$54$67+$132026-10-26
Global Trust Asset Management, LLC
UNCHANGED2200%$53$67+$142026-10-19
Hanson & Doremus Investment Management
UNCHANGED2200%$0$0$02026-10-16
JFS Wealth Advisors, LLC
UNCHANGED2200%$54$67+$132026-11-03
Versant Capital Management, Inc
UNCHANGED2200%$53$67+$142026-10-02
GK Wealth Management LLC
NEW1—+1——$33—2026-10-09
Atwood & Palmer Inc
UNCHANGED1100%$27$34+$72026-10-08
Carolina Wealth Advisors, LLC
UNCHANGED1100%$27$33+$62026-10-23
Holos Integrated Wealth LLC
UNCHANGED1100%$30$41+$112026-10-23
Smead Capital Management, Inc.
CLOSED065,345-65,345-100%$1.7M$0-$1.7M2026-10-16
Warberg Asset Management LLC
CLOSED015,292-15,292-100%$407.1K$0-$407.1K2026-11-02
Commonwealth Equity Services, LLC
CLOSED09,283-9,283-100%$247.2K$0-$247.2K2026-11-02
Tsfg, LLC
CLOSED0375-375-100%$10.0K$0-$10.0K2026-10-23
International Assets Investment Management, LLC
CLOSED0245-245-100%$6.4K$0-$6.4K2026-11-02
NBT Bank, N.A.
CLOSED0193-193-100%$5.1K$0-$5.1K2026-10-21
AdvisorNet Financial, Inc
CLOSED0112-112-100%$3.0K$0-$3.0K2026-10-15
Allspring Global Investments Holdings, LLC
CLOSED093-93-100%$2.5K$0-$2.5K2026-11-04
Founders Capital Management
CLOSED075-75-100%$2.0K$0-$2.0K2026-10-13
Salem Investment Counselors Inc
CLOSED056-56-100%$1.5K$0-$1.5K2026-10-13
Avion Wealth
CLOSED023-23-100%$0$0$02026-11-04
First Command Advisory Services, Inc.
CLOSED021-21-100%$559$0-$5592026-11-05
Grove Bank & Trust
CLOSED017-17-100%$453$0-$4532026-10-08
Mountain Hill Investment Partners Corp.
CLOSED014-14-100%$373$0-$3732026-10-23
MCF Advisors LLC
CLOSED012-12-100%$320$0-$3202026-10-28
Midway Capital Research & Management
CLOSED012-12-100%$320$0-$3202026-10-20
Breakwater Investment Management
CLOSED01-1-100%$27$0-$272026-10-20
OnyxPoint Global Management LP
N/A—161,104-161,104-100%$4.3M———
Skaana Management L.P.
N/A—153,032-153,032-100%$4.1M———
GoodHaven Capital Management, LLC
N/A—151,697-151,697-100%$4.0M———
National Pension Service
N/A—150,159-150,159-100%$4.0M———
Mariner, LLC
N/A—147,669-147,669-100%$3.9M———
Bank of America Corp
N/A—109,890-109,890-100%$2.9M———
Morgan Stanley
N/A—93,694-93,694-100%$2.5M———
SG Americas Securities, LLC
N/A—56,450-56,450-100%$1.5M———
Mutual Advisors, LLC
N/A—51,121-51,121-100%$1.4M———
Goldman Sachs Group Inc
N/A—46,905-46,905-100%$1.2M———
D. E. Shaw & Co., Inc.
N/A—39,904-39,904-100%$1.1M———
Franklin Resources Inc
N/A—31,531-31,531-100%$839.7K———
JPMorgan Chase & Co
N/A—28,756-28,756-100%$784.5K———
LPL Financial LLC
N/A—21,848-21,848-100%$581.8K———
Raymond James Financial Inc
N/A—20,537-20,537-100%$546.9K———
HRT Financial LP
N/A—19,073-19,073-100%$507.0K———
UBS Group AG
N/A—16,687-16,687-100%$444.4K———
Envestnet Asset Management Inc
N/A—15,726-15,726-100%$418.8K———
HSBC Holdings PLC
N/A—13,178-13,178-100%$361.5K———
Sanctuary Advisors, LLC
N/A—12,033-12,033-100%$320.4K———
Wells Fargo & Company
N/A—11,669-11,669-100%$310.7K———
IHT Wealth Management, LLC
N/A—11,663-11,663-100%$310.6K———
Ameriprise Financial Inc
N/A—11,464-11,464-100%$305.3K———
Virtu Financial LLC
N/A—10,432-10,432-100%$278.0K———
Elgethun Capital Management
N/A—10,400-10,400-100%$277.0K———
Royal Bank of Canada
N/A—10,019-10,019-100%$266.0K———
Gabelli Funds LLC
N/A—10,004-10,004-100%$266.4K———
Cetera Investment Advisers
N/A—8,161-8,161-100%$217.3K———
Osaic Holdings, Inc.
N/A—6,618-6,618-100%$176.2K———
TD Capital Management LLC
N/A—6,303-6,303-100%$167.8K———
Toronto Dominion Bank
N/A—5,013-5,013-100%$179.0K———
Steward Partners Investment Advisory, LLC
N/A—4,864-4,864-100%$129.5K———
Allworth Financial LP
N/A—3,245-3,245-100%$86.4K———
Northwestern Mutual Wealth Management Co
N/A—2,434-2,434-100%$64.8K———
Arax Advisory Partners
N/A—2,048-2,048-100%$54.5K———
LRI Investments, LLC
N/A—2,000-2,000-100%$53.3K———
PNC Financial Services Group, Inc.
N/A—1,982-1,982-100%$52.8K———
Aptus Capital Advisors, LLC
N/A—958-958-100%$25.5K———
BNP Paribas Financial Markets
N/A—908-908-100%$24.2K———
Rothschild Investment LLC
N/A—739-739-100%$19.7K———
Bank of Montreal
N/A—735-735-100%$19.6K———
O'shaughnessy Asset Management, LLC
N/A—709-709-100%$18.9K———
Harbour Investments, Inc.
N/A—696-696-100%$18.5K———
Eurizon Capital SGR S.p.A.
N/A—683-683-100%$18.2K———
Clearstead Advisors, LLC
N/A—585-585-100%$15.6K———
Jones Financial Companies Lllp
N/A—437-437-100%$12.3K———
Barclays PLC
N/A—427-427-100%$11.4K———
Timbuktu Capital Management, LLC
N/A—411-411-100%$10.9K———
Institute for Wealth Management, Llc.
N/A—406-406-100%$10.8K———
AE Wealth Management LLC
N/A—341-341-100%$9.1K———
Rexford Capital Inc
N/A—336-336-100%$8.9K———
Blair William & Co
N/A—333-333-100%$8.9K———
Prosperity Bancshares Inc
N/A—325-325-100%$8.7K———
Glen Eagle Advisors, LLC
N/A—316-316-100%$8.4K———
UMB Bank, n.a.
N/A—302-302-100%$8.1K———
Federation des caisses Desjardins du Quebec
N/A—293-293-100%$7.8K———
ST Germain D J Co Inc
N/A—271-271-100%$7.2K———
Atlantic Union Bankshares Corp
N/A—263-263-100%$7.0K———
Huntington National Bank
N/A—244-244-100%$6.5K———
Macquarie Group LTD
N/A—241-241-100%$6.4K———
Bollard Group LLC
N/A—216-216-100%$6———
Knott David M Jr
N/A—194-194-100%$4.3K———
Russell Investments Group, Ltd.
N/A—193-193-100%$5.1K———
Ancora Advisors LLCA
N/A—171-171-100%$4.6K———
Global Retirement Partners, LLC
N/A—151-151-100%$4.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—142-142-100%$3.8K———
Brown Brothers Harriman & Co
N/A—133-133-100%$3.5K———
South Plains Financial, Inc.
N/A—125-125-100%$3.3K———
Clearstead Trust, LLC
N/A—125-125-100%$3.3K———
Allied Private Wealth LLC
N/A—100-100-100%$3.2K———
IFG Advisory, LLC
N/A—90-90-100%$2.4K———
Family Manage LLC
N/A—85-85-100%$2.3K———
Cardiff Park Advisors, LLC
N/A—83-83-100%$2.2K———
Luken Investment Analytics, LLC
N/A—80-80-100%$2.1K———
Continuum Advisory, LLC
N/A—65-65-100%$1.7K———
one8zero8, LLC
N/A—62-62-100%$1.7K———
Rockefeller Capital Management L.P.
N/A—60-60-100%$1.6K———
ESL Trust Services, LLC
N/A—50-50-100%$1.3K———
Motco
N/A—49-49-100%$1.3K———
BFC Planning, Inc.
N/A—47-47-100%$1.3K———
Crewe Advisors LLC
N/A—47-47-100%$1.3K———
Consultiva Wealth Management, Corp.
N/A—45-45-100%$1.2K———
Rice Partnership, LLC
N/A—43-43-100%$1.1K———
Ameriflex Group, Inc.
N/A—42-42-100%$1.1K———
Danske Bank A/S
N/A—39-39-100%$1.0K———
Geneos Wealth Management Inc.
N/A—39-39-100%$1.0K———
Aberdeen Wealth Management LLC
N/A—37-37-100%$985———
Financial Gravity Companies, Inc.
N/A—36-36-100%$959———
HHM Wealth Advisors, LLC
N/A—36-36-100%$959———
Tanglewood Legacy Advisors, LLC
N/A—34-34-100%$906———
Caldwell Sutter Capital, Inc.
N/A—31-31-100%$826———
Smartleaf Asset Management LLC
N/A—30-30-100%$818———
BankPlus Trust Department
N/A—29-29-100%$772———
Aviso Financial Inc.
N/A—27-27-100%$719———
Natixis
N/A—27-27-100%$1.3K———
Tidemark, LLC
N/A—25-25-100%$666———
Strategic Wealth Partners, Ltd.
N/A—25-25-100%$666———
PIN OAK Investment Advisors Inc
N/A—25-25-100%$1———
Vision Retirement, LLC
N/A—25-25-100%$666———
CNB Bank
N/A—22-22-100%$587———
Park Place Capital Corp
N/A—20-20-100%$533———
Manning & Napier Advisors LLC
N/A—19-19-100%$518———
Smithfield Trust Co
N/A—19-19-100%$0———
Bessemer Group Inc
N/A—19-19-100%$1———
Keating Financial Advisory Services, Inc.
N/A—18-18-100%$479———
Prestige Wealth Management Group LLC
N/A—18-18-100%$480———
Basepoint Wealth LLC
N/A—16-16-100%$426———
Hollencrest Capital Management
N/A—15-15-100%$399———
Bartlett & Co. Wealth Management LLC
N/A—14-14-100%$373———
Estabrook Capital Management
N/A—13-13-100%$346———
CVA Family Office, LLC
N/A—12-12-100%$320———
BlackRock, Inc.
N/A—12-12-100%$320———
Logan Capital Management Inc
N/A—12-12-100%$320———
Investment Counsel Co of Nevada
N/A—12-12-100%$320———
Bogart Wealth, LLC
N/A—11-11-100%$293———
Nalls Sherbakoff Group, LLC
N/A—11-11-100%$293———
Mpwm Advisory Solutions, LLC
N/A—11-11-100%$293———
Kayne Anderson Rudnick Investment Management LLC
N/A—10-10-100%$266———
National Bank of Canada
N/A—10-10-100%$355———
FMR LLC
N/A—10-10-100%$266———
Godfrey Financial Associates, Inc.
N/A—9-9-100%$240———
Field & Main Bank
N/A—9-9-100%$240———
SHP Wealth Management
N/A—6-6-100%$160———
Webster Bank, N. A.
N/A—4-4-100%$107———
Operose Advisors LLC
N/A—4-4-100%$107———
Quent Capital, LLC
N/A—4-4-100%$107———
Pinney & Scofield, Inc.
N/A—3-3-100%$80———
Delta Asset Management LLC
N/A—3-3-100%$80———
Centennial Bank
N/A—3-3-100%$80———
Heritage Wealth Advisors
N/A—3-3-100%$80———
Colonial Trust Advisors
N/A—2-2-100%$53———
SOA Wealth Advisors, Llc.
N/A—2-2-100%$53———
GW&K Investment Management, LLC
N/A—1-1-100%$0———
Showing 281 of 281 institutions