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Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Cornerstone Planning Group LLC
NEW
Shares680,784
Change+680,784
Value$31.7M
Filed 2026-10-16
Truist Financial Corp
INCREASED
Shares324,600 from 255,652
Change+68,948 (+27%)
Value$15.1M (+$3.2M)
Filed 2026-10-30
Kestra Advisory Services, LLC
DECREASED
Shares228,534 from 241,724
Change-13,190 (-5%)
Value$10.6M (-$658.5K)
Filed 2026-11-02
Client First Investment Management LLC
INCREASED
Shares211,623 from 75,741
Change+135,882 (+179%)
Value$9.8M (+$6.3M)
Filed 2026-10-09
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares204,730 from 205,727
Change-997 (0%)
Value$9.5K (-$9.6M)
Filed 2026-11-02
Assetmark, Inc
INCREASED
Shares188,046 from 143,995
Change+44,051 (+31%)
Value$8.7M (+$2.0M)
Filed 2026-10-21
Sidoxia Capital Management, LLC
INCREASED
Shares156,362 from 151,885
Change+4,477 (+3%)
Value$7.3M (+$179.1K)
Filed 2026-10-28
Verus Capital Partners, LLC
DECREASED
Shares130,883 from 135,498
Change-4,615 (-3%)
Value$6.1M (-$240.1K)
Filed 2026-11-03
Creative Financial Designs Inc
INCREASED
Shares118,317 from 109,314
Change+9,003 (+8%)
Value$5.5M (+$397.4K)
Filed 2026-11-04
Cooper Financial Group
NEW
Shares113,868
Change+113,868
Value$5.3M
Filed 2026-10-07
Strategic Blueprint, LLC
INCREASED
Shares109,966 from 96,539
Change+13,427 (+14%)
Value$5.1M (+$605.2K)
Filed 2026-10-22
Independent Financial Group, LLC
INCREASED
Shares108,203 from 102,151
Change+6,052 (+6%)
Value$5.0M (+$261.6K)
Filed 2026-10-13
Winebrenner Capital Management LLC
DECREASED
Shares95,491 from 104,130
Change-8,639 (-8%)
Value$4.4M (-$421.0K)
Filed 2026-10-07
Waycross Investment Management Co
INCREASED
Shares91,868 from 89,818
Change+2,050 (+2%)
Value$4.3M (+$78.1K)
Filed 2026-10-14
Commonwealth Financial Services, LLC
DECREASED
Shares87,151 from 113,890
Change-26,739 (-23%)
Value$4.0M (-$1.3M)
Filed 2026-10-20
J.W. Cole Advisors, Inc.
INCREASED
Shares77,262 from 71,902
Change+5,360 (+7%)
Value$3.6M (+$235.2K)
Filed 2026-11-05
Independence Asset Advisors, LLC
DECREASED
Shares73,972 from 77,211
Change-3,239 (-4%)
Value$3.4M (-$165.1K)
Filed 2026-10-23
Sigma Planning Corp
DECREASED
Shares71,244 from 81,681
Change-10,437 (-13%)
Value$3.3M (-$500.2K)
Filed 2026-10-23
Colonial River Investments, LLC
INCREASED
Shares66,713 from 55,638
Change+11,075 (+20%)
Value$3.1M (+$503.8K)
Filed 2026-10-19
Independent Wealth Network Inc.
INCREASED
Shares65,034 from 64,947
Change+87 (+0%)
Value$3.0M (-$8.3K)
Filed 2026-10-19
Ashton Thomas Securities, LLC
NEW
Shares59,759
Change+59,759
Value$2.8M
Filed 2026-10-26
WealthPlan Investment Management, LLC
INCREASED
Shares54,109 from 53,240
Change+869 (+2%)
Value$2.5M (+$30.2K)
Filed 2026-10-15
Kestra Private Wealth Services, LLC
DECREASED
Shares53,186 from 54,018
Change-832 (-2%)
Value$2.5M (-$48.9K)
Filed 2026-10-30
Stewardship Advisors, LLC
INCREASED
Shares46,502 from 45,154
Change+1,348 (+3%)
Value$2.2M (+$54.0K)
Filed 2026-10-20
HBW Advisory Services LLC
INCREASED
Shares43,124 from 32,090
Change+11,034 (+34%)
Value$2.0M (+$506.3K)
Filed 2026-10-15
Crestwood Advisors Group, LLC
INCREASED
Shares38,094 from 35,679
Change+2,415 (+7%)
Value$1.8M (+$105.4K)
Filed 2026-10-27
ProCore Advisors, LLC
NEW
Shares36,813
Change+36,813
Value$1.7M
Filed 2026-10-14
Ascentis Independent Advisors
NEW
Shares36,278
Change+36,278
Value$1.7M
Filed 2026-11-03
Commonwealth Equity Services, LLC
INCREASED
Shares34,059 from 31,523
Change+2,536 (+8%)
Value$1.6M (+$111.8K)
Filed 2026-11-02
Langley Wealth Management, LLC
INCREASED
Shares33,888 from 11,093
Change+22,795 (+205%)
Value$1.6M (+$1.1M)
Filed 2026-11-04
Clear Creek Financial Management, LLC
DECREASED
Shares30,758 from 30,926
Change-168 (-1%)
Value$1.4M (-$13.7K)
Filed 2026-10-28
International Assets Investment Management, LLC
DECREASED
Shares30,402 from 36,419
Change-6,017 (-17%)
Value$1.4M (-$285.7K)
Filed 2026-11-02
Fearless Solutions, LLC dba Best Invest
INCREASED
Shares26,526 from 26,299
Change+227 (+1%)
Value$1.2M (+$5.5K)
Filed 2026-10-14
Commerce Advisors, LLC
DECREASED
Shares24,333 from 24,851
Change-518 (-2%)
Value$1.1M (-$28.8K)
Filed 2026-10-19
D.A. Davidson & Co.
DECREASED
Shares24,163 from 24,242
Change-79 (0%)
Value$1.1M (-$8.2K)
Filed 2026-10-28
Sovran Advisors, LLC
INCREASED
Shares23,650 from 23,576
Change+74 (+0%)
Value$1.1M (-$4.7K)
Filed 2026-11-02
Accurate Wealth Management, LLC
INCREASED
Shares23,276 from 22,590
Change+686 (+3%)
Value$1.1M (+$26.3K)
Filed 2026-10-20
Cornerstone Wealth Management, LLC
DECREASED
Shares22,999 from 28,120
Change-5,121 (-18%)
Value$1.1M (-$243.1K)
Filed 2026-11-04
MGO One Seven LLC
DECREASED
Shares20,020 from 23,845
Change-3,825 (-16%)
Value$929.7K (-$182.2K)
Filed 2026-10-28
TrueWealth Advisors, LLC
INCREASED
Shares18,833 from 17,129
Change+1,704 (+10%)
Value$874.6K (+$75.9K)
Filed 2026-10-09
Wealthcare Advisory Partners LLC
INCREASED
Shares17,079 from 14,639
Change+2,440 (+17%)
Value$793.1K (+$110.5K)
Filed 2026-10-21
Syntegra Private Wealth Group, LLC
DECREASED
Shares16,149 from 19,763
Change-3,614 (-18%)
Value$750.0K (-$171.6K)
Filed 2026-10-13
Capital Investment Advisory Services, LLC
INCREASED
Shares15,932 from 13,232
Change+2,700 (+20%)
Value$739.9K (+$122.9K)
Filed 2026-10-30
Uptick Partners, LLC
INCREASED
Shares15,493 from 14,738
Change+755 (+5%)
Value$719.5K (+$32.3K)
Filed 2026-11-04
B. Riley Wealth Advisors, Inc.
DECREASED
Shares14,233 from 15,778
Change-1,545 (-10%)
Value$661.0K (-$74.8K)
Filed 2026-10-13
Weaver Consulting Group
INCREASED
Shares13,123 from 12,538
Change+585 (+5%)
Value$609.4K (+$24.8K)
Filed 2026-10-07
Fifth Third Securities, Inc.
DECREASED
Shares13,110 from 33,205
Change-20,095 (-61%)
Value$608.8K (-$939.5K)
Filed 2026-10-21
Purus Wealth Management, LLC
INCREASED
Shares13,001 from 5,302
Change+7,699 (+145%)
Value$603.8K (+$356.5K)
Filed 2026-10-15
BNB Wealth Management, LLC
INCREASED
Shares12,735 from 7,209
Change+5,526 (+77%)
Value$591.4K (+$255.3K)
Filed 2026-10-28
Alchemi Wealth, LLC
INCREASED
Shares12,606 from 12,539
Change+67 (+1%)
Value$585.5K (+$730)
Filed 2026-11-04
City Center Advisors, LLC
INCREASED
Shares11,595 from 6,797
Change+4,798 (+71%)
Value$538.5K (+$221.5K)
Filed 2026-10-08
Perigon Wealth Management, LLC
INCREASED
Shares11,575 from 10,325
Change+1,250 (+12%)
Value$537.5K (+$56.1K)
Filed 2026-10-22
Victory Financial Group, LLC
NEW
Shares11,165
Change+11,165
Value$518.5K
Filed 2026-10-27
Altium Investment Strategies LLC
INCREASED
Shares10,970 from 10,743
Change+227 (+2%)
Value$509.9K (+$7.9K)
Filed 2026-10-20
Kingswood Wealth Advisors, LLC
NEW
Shares10,648
Change+10,648
Value$494.5K
Filed 2026-10-23
PCG Asset Management, LLC
NEW
Shares9,000
Change+9,000
Value$418.0K
Filed 2026-11-05
OxenFree Capital LLC
INCREASED
Shares8,337 from 8,209
Change+128 (+2%)
Value$387.7K (+$4.2K)
Filed 2026-10-07
North Forty Two & Co.
DECREASED
Shares6,800 from 7,100
Change-300 (-4%)
Value$315.8K (-$15.3K)
Filed 2026-10-19
StoneX Group Inc.
NEW
Shares6,664
Change+6,664
Value$310.4K
Filed 2026-11-03
Nations Financial Group Inc,
INCREASED
Shares6,380 from 5,150
Change+1,230 (+24%)
Value$296.3K (+$56.1K)
Filed 2026-11-05
Signature Equity Partners, LLC
INCREASED
Shares6,351 from 3,911
Change+2,440 (+62%)
Value$294.9K (+$112.5K)
Filed 2026-10-29
RFG Advisory, LLC
NEW
Shares5,752
Change+5,752
Value$267.1K
Filed 2026-11-03
Schwallier Wealth Management LLC
DECREASED
Shares5,619 from 10,228
Change-4,609 (-45%)
Value$261.0K (-$216.0K)
Filed 2026-11-05
Burke & Herbert Bank & Trust Co
INCREASED
Shares5,259 from 5,139
Change+120 (+2%)
Value$244.2K (+$4.6K)
Filed 2026-11-02
Compass Financial Management LLC
DECREASED
Shares5,176 from 6,446
Change-1,270 (-20%)
Value$240.4K (-$60.2K)
Filed 2026-10-30
Great Waters Wealth Management
UNCHANGED
Shares4,993 from 4,993
Change0 (0%)
Value$231.9K (-$949)
Filed 2026-10-07
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares4,919 from 5,445
Change-526 (-10%)
Value$228.6K (-$25.9K)
Filed 2026-10-13
Secure Asset Management, LLC
INCREASED
Shares4,857 from 4,752
Change+105 (+2%)
Value$225.6K (+$4.0K)
Filed 2026-10-19
Team Financial Group, LLC
NEW
Shares3,500
Change+3,500
Value$162.5K
Filed 2026-10-30
Manchester Capital Management LLC
NEW
Shares3,223
Change+3,223
Value$149.9K
Filed 2026-10-22
IFP Advisors, Inc
INCREASED
Shares1,091 from 1,041
Change+50 (+5%)
Value$50.7K (+$2.1K)
Filed 2026-10-16
Blueline Advisors LLC
DECREASED
Shares912 from 1,086
Change-174 (-16%)
Value$42.3K (-$8.3K)
Filed 2026-10-15
Pinnacle Bancorp, Inc.
NEW
Shares875
Change+875
Value$40.6K
Filed 2026-10-21
Mcdonald Partners LLC
NEW
Shares820
Change+820
Value$38.1K
Filed 2026-11-03
Private Trust Co NA
INCREASED
Shares801 from 688
Change+113 (+16%)
Value$37.2K (+$5.1K)
Filed 2026-10-20
Ashton Thomas Private Wealth, LLC
NEW
Shares209
Change+209
Value$9.7K
Filed 2026-11-03
Silver Grove Financial Group, Inc.
NEW
Shares208
Change+208
Value$9.7K
Filed 2026-11-05
Systelligence, LLC
CLOSED
Shares0 from 218,247
Change-218,247 (-100%)
Value$0 (-$10.2M)
Filed 2026-11-05
Scarborough Advisors, LLC
CLOSED
Shares0 from 28,722
Change-28,722 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-16
Southland Equity Partners LLC
CLOSED
Shares0 from 17,814
Change-17,814 (-100%)
Value$0 (-$830.7K)
Filed 2026-10-14
Integrity Alliance, Llc.
CLOSED
Shares0 from 9,545
Change-9,545 (-100%)
Value$0 (-$445.1K)
Filed 2026-10-29
AdvisorNet Financial, Inc
CLOSED
Shares0 from 2,463
Change-2,463 (-100%)
Value$0 (-$114.9K)
Filed 2026-10-15
LPL Financial LLC
N/A
Shares— from 1,605,404
Change-1,605,404 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 616,236
Change-616,236 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 339,797
Change-339,797 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 310,576
Change-310,576 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 279,083
Change-279,083 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 233,417
Change-233,417 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 185,560
Change-185,560 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 180,380
Change-180,380 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 174,418
Change-174,418 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 171,791
Change-171,791 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 166,294
Change-166,294 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 75,203
Change-75,203 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 69,879
Change-69,879 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 61,140
Change-61,140 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 55,383
Change-55,383 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 53,082
Change-53,082 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 51,879
Change-51,879 (-100%)
Value—
Campbell Capital Management Inc
N/A
Shares— from 44,139
Change-44,139 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 43,484
Change-43,484 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 43,447
Change-43,447 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 40,700
Change-40,700 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 33,074
Change-33,074 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 32,386
Change-32,386 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 29,725
Change-29,725 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 29,504
Change-29,504 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 27,494
Change-27,494 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 25,711
Change-25,711 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 24,952
Change-24,952 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 24,504
Change-24,504 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 20,556
Change-20,556 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 20,304
Change-20,304 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 18,607
Change-18,607 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 18,108
Change-18,108 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 17,538
Change-17,538 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 17,038
Change-17,038 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 14,769
Change-14,769 (-100%)
Value—
Price Capital Management, Inc.
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 10,955
Change-10,955 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 8,721
Change-8,721 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 8,274
Change-8,274 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 7,427
Change-7,427 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 6,957
Change-6,957 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 6,801
Change-6,801 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 6,147
Change-6,147 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 4,776
Change-4,776 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 4,666
Change-4,666 (-100%)
Value—
Stephens Inc
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 4,470
Change-4,470 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 3,190
Change-3,190 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 390
Change-390 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 300
Change-300 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 197
Change-197 (-100%)
Value—
FMR LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Cornerstone Planning Group LLC
NEW680,784—+680,784——$31.7M—2026-10-16
Truist Financial Corp
INCREASED324,600255,652+68,948+27%$11.9M$15.1M+$3.2M2026-10-30
Kestra Advisory Services, LLC
DECREASED228,534241,724-13,190-5%$11.3M$10.6M-$658.5K2026-11-02
Client First Investment Management LLC
INCREASED211,62375,741+135,882+179%$3.5M$9.8M+$6.3M2026-10-09
Cambridge Investment Research Advisors, Inc.
DECREASED204,730205,727-9970%$9.6M$9.5K-$9.6M2026-11-02
Assetmark, Inc
INCREASED188,046143,995+44,051+31%$6.7M$8.7M+$2.0M2026-10-21
Sidoxia Capital Management, LLC
INCREASED156,362151,885+4,477+3%$7.1M$7.3M+$179.1K2026-10-28
Verus Capital Partners, LLC
DECREASED130,883135,498-4,615-3%$6.3M$6.1M-$240.1K2026-11-03
Creative Financial Designs Inc
INCREASED118,317109,314+9,003+8%$5.1M$5.5M+$397.4K2026-11-04
Cooper Financial Group
NEW113,868—+113,868——$5.3M—2026-10-07
Strategic Blueprint, LLC
INCREASED109,96696,539+13,427+14%$4.5M$5.1M+$605.2K2026-10-22
Independent Financial Group, LLC
INCREASED108,203102,151+6,052+6%$4.8M$5.0M+$261.6K2026-10-13
Winebrenner Capital Management LLC
DECREASED95,491104,130-8,639-8%$4.9M$4.4M-$421.0K2026-10-07
Waycross Investment Management Co
INCREASED91,86889,818+2,050+2%$4.2M$4.3M+$78.1K2026-10-14
Commonwealth Financial Services, LLC
DECREASED87,151113,890-26,739-23%$5.3M$4.0M-$1.3M2026-10-20
J.W. Cole Advisors, Inc.
INCREASED77,26271,902+5,360+7%$3.4M$3.6M+$235.2K2026-11-05
Independence Asset Advisors, LLC
DECREASED73,97277,211-3,239-4%$3.6M$3.4M-$165.1K2026-10-23
Sigma Planning Corp
DECREASED71,24481,681-10,437-13%$3.8M$3.3M-$500.2K2026-10-23
Colonial River Investments, LLC
INCREASED66,71355,638+11,075+20%$2.6M$3.1M+$503.8K2026-10-19
Independent Wealth Network Inc.
INCREASED65,03464,947+87+0%$3.0M$3.0M-$8.3K2026-10-19
Ashton Thomas Securities, LLC
NEW59,759—+59,759——$2.8M—2026-10-26
WealthPlan Investment Management, LLC
INCREASED54,10953,240+869+2%$2.5M$2.5M+$30.2K2026-10-15
Kestra Private Wealth Services, LLC
DECREASED53,18654,018-832-2%$2.5M$2.5M-$48.9K2026-10-30
Stewardship Advisors, LLC
INCREASED46,50245,154+1,348+3%$2.1M$2.2M+$54.0K2026-10-20
HBW Advisory Services LLC
INCREASED43,12432,090+11,034+34%$1.5M$2.0M+$506.3K2026-10-15
Crestwood Advisors Group, LLC
INCREASED38,09435,679+2,415+7%$1.7M$1.8M+$105.4K2026-10-27
ProCore Advisors, LLC
NEW36,813—+36,813——$1.7M—2026-10-14
Ascentis Independent Advisors
NEW36,278—+36,278——$1.7M—2026-11-03
Commonwealth Equity Services, LLC
INCREASED34,05931,523+2,536+8%$1.5M$1.6M+$111.8K2026-11-02
Langley Wealth Management, LLC
INCREASED33,88811,093+22,795+205%$517.3K$1.6M+$1.1M2026-11-04
Clear Creek Financial Management, LLC
DECREASED30,75830,926-168-1%$1.4M$1.4M-$13.7K2026-10-28
International Assets Investment Management, LLC
DECREASED30,40236,419-6,017-17%$1.7M$1.4M-$285.7K2026-11-02
Fearless Solutions, LLC dba Best Invest
INCREASED26,52626,299+227+1%$1.2M$1.2M+$5.5K2026-10-14
Commerce Advisors, LLC
DECREASED24,33324,851-518-2%$1.2M$1.1M-$28.8K2026-10-19
D.A. Davidson & Co.
DECREASED24,16324,242-790%$1.1M$1.1M-$8.2K2026-10-28
Sovran Advisors, LLC
INCREASED23,65023,576+74+0%$1.1M$1.1M-$4.7K2026-11-02
Accurate Wealth Management, LLC
INCREASED23,27622,590+686+3%$1.1M$1.1M+$26.3K2026-10-20
Cornerstone Wealth Management, LLC
DECREASED22,99928,120-5,121-18%$1.3M$1.1M-$243.1K2026-11-04
MGO One Seven LLC
DECREASED20,02023,845-3,825-16%$1.1M$929.7K-$182.2K2026-10-28
TrueWealth Advisors, LLC
INCREASED18,83317,129+1,704+10%$798.7K$874.6K+$75.9K2026-10-09
Wealthcare Advisory Partners LLC
INCREASED17,07914,639+2,440+17%$682.6K$793.1K+$110.5K2026-10-21
Syntegra Private Wealth Group, LLC
DECREASED16,14919,763-3,614-18%$921.5K$750.0K-$171.6K2026-10-13
Capital Investment Advisory Services, LLC
INCREASED15,93213,232+2,700+20%$617.0K$739.9K+$122.9K2026-10-30
Uptick Partners, LLC
INCREASED15,49314,738+755+5%$687.2K$719.5K+$32.3K2026-11-04
B. Riley Wealth Advisors, Inc.
DECREASED14,23315,778-1,545-10%$735.7K$661.0K-$74.8K2026-10-13
Weaver Consulting Group
INCREASED13,12312,538+585+5%$584.6K$609.4K+$24.8K2026-10-07
Fifth Third Securities, Inc.
DECREASED13,11033,205-20,095-61%$1.5M$608.8K-$939.5K2026-10-21
Purus Wealth Management, LLC
INCREASED13,0015,302+7,699+145%$247.2K$603.8K+$356.5K2026-10-15
BNB Wealth Management, LLC
INCREASED12,7357,209+5,526+77%$336.2K$591.4K+$255.3K2026-10-28
Alchemi Wealth, LLC
INCREASED12,60612,539+67+1%$584.8K$585.5K+$7302026-11-04
City Center Advisors, LLC
INCREASED11,5956,797+4,798+71%$316.9K$538.5K+$221.5K2026-10-08
Perigon Wealth Management, LLC
INCREASED11,57510,325+1,250+12%$481.5K$537.5K+$56.1K2026-10-22
Victory Financial Group, LLC
NEW11,165—+11,165——$518.5K—2026-10-27
Altium Investment Strategies LLC
INCREASED10,97010,743+227+2%$502.0K$509.9K+$7.9K2026-10-20
Kingswood Wealth Advisors, LLC
NEW10,648—+10,648——$494.5K—2026-10-23
PCG Asset Management, LLC
NEW9,000—+9,000——$418.0K—2026-11-05
OxenFree Capital LLC
INCREASED8,3378,209+128+2%$383.6K$387.7K+$4.2K2026-10-07
North Forty Two & Co.
DECREASED6,8007,100-300-4%$331.1K$315.8K-$15.3K2026-10-19
StoneX Group Inc.
NEW6,664—+6,664——$310.4K—2026-11-03
Nations Financial Group Inc,
INCREASED6,3805,150+1,230+24%$240.1K$296.3K+$56.1K2026-11-05
Signature Equity Partners, LLC
INCREASED6,3513,911+2,440+62%$182.4K$294.9K+$112.5K2026-10-29
RFG Advisory, LLC
NEW5,752—+5,752——$267.1K—2026-11-03
Schwallier Wealth Management LLC
DECREASED5,61910,228-4,609-45%$476.9K$261.0K-$216.0K2026-11-05
Burke & Herbert Bank & Trust Co
INCREASED5,2595,139+120+2%$239.6K$244.2K+$4.6K2026-11-02
Compass Financial Management LLC
DECREASED5,1766,446-1,270-20%$300.6K$240.4K-$60.2K2026-10-30
Great Waters Wealth Management
UNCHANGED4,9934,99300%$232.8K$231.9K-$9492026-10-07
Wealth Enhancement Advisory Services, LLC
DECREASED4,9195,445-526-10%$254.4K$228.6K-$25.9K2026-10-13
Secure Asset Management, LLC
INCREASED4,8574,752+105+2%$221.6K$225.6K+$4.0K2026-10-19
Team Financial Group, LLC
NEW3,500—+3,500——$162.5K—2026-10-30
Manchester Capital Management LLC
NEW3,223—+3,223——$149.9K—2026-10-22
IFP Advisors, Inc
INCREASED1,0911,041+50+5%$48.5K$50.7K+$2.1K2026-10-16
Blueline Advisors LLC
DECREASED9121,086-174-16%$50.6K$42.3K-$8.3K2026-10-15
Pinnacle Bancorp, Inc.
NEW875—+875——$40.6K—2026-10-21
Mcdonald Partners LLC
NEW820—+820——$38.1K—2026-11-03
Private Trust Co NA
INCREASED801688+113+16%$32.1K$37.2K+$5.1K2026-10-20
Ashton Thomas Private Wealth, LLC
NEW209—+209——$9.7K—2026-11-03
Silver Grove Financial Group, Inc.
NEW208—+208——$9.7K—2026-11-05
Systelligence, LLC
CLOSED0218,247-218,247-100%$10.2M$0-$10.2M2026-11-05
Scarborough Advisors, LLC
CLOSED028,722-28,722-100%$1.3M$0-$1.3M2026-10-16
Southland Equity Partners LLC
CLOSED017,814-17,814-100%$830.7K$0-$830.7K2026-10-14
Integrity Alliance, Llc.
CLOSED09,545-9,545-100%$445.1K$0-$445.1K2026-10-29
AdvisorNet Financial, Inc
CLOSED02,463-2,463-100%$114.9K$0-$114.9K2026-10-15
LPL Financial LLC
N/A—1,605,404-1,605,404-100%$74.9M———
Foundations Investment Advisors, LLC
N/A—616,236-616,236-100%$28.7M———
Cetera Investment Advisers
N/A—339,797-339,797-100%$15.8M———
Osaic Holdings, Inc.
N/A—310,576-310,576-100%$14.5M———
Raymond James Financial Inc
N/A—279,083-279,083-100%$13.0M———
Envestnet Asset Management Inc
N/A—233,417-233,417-100%$10.9M———
Goldstone Financial Group, LLC
N/A—185,560-185,560-100%$8.7M———
Western Wealth Management, LLC
N/A—180,380-180,380-100%$8.4M———
NewEdge Advisors, LLC
N/A—174,418-174,418-100%$8.1M———
Jones Financial Companies Lllp
N/A—171,791-171,791-100%$8.0M———
MML Investors Services, LLC
N/A—166,294-166,294-100%$7.8M———
Stifel Financial Corp
N/A—75,203-75,203-100%$3.5M———
Silver OAK Securities, Incorporated
N/A—69,879-69,879-100%$3.3M———
Sanctuary Advisors, LLC
N/A—61,140-61,140-100%$2.9M———
PSI Advisors, LLC
N/A—55,383-55,383-100%$2.6M———
Camarda Financial Advisors, LLC
N/A—53,082-53,082-100%$2.5M———
Northwestern Mutual Wealth Management Co
N/A—51,879-51,879-100%$2.4M———
Campbell Capital Management Inc
N/A—44,139-44,139-100%$2.1M———
Royal Bank of Canada
N/A—43,484-43,484-100%$2.0M———
Moors & Cabot, Inc.
N/A—43,447-43,447-100%$2.0M———
Ausdal Financial Partners, Inc.
N/A—40,700-40,700-100%$1.9M———
Centaurus Financial, Inc.
N/A—33,074-33,074-100%$1.5M———
Legacy Wealth Managment, LLC
N/A—32,386-32,386-100%$1.5M———
Beacon Pointe Advisors, LLC
N/A—29,725-29,725-100%$1.4M———
Harbour Investments, Inc.
N/A—29,504-29,504-100%$1.4M———
FWG Holdings, LLC
N/A—27,494-27,494-100%$1.3M———
Principal Securities, Inc.
N/A—25,711-25,711-100%$1.2M———
Advisory Services Network, LLC
N/A—24,952-24,952-100%$1.2M———
Captrust Financial Advisors
N/A—24,504-24,504-100%$1.1M———
Stratos Wealth Partners, Ltd.
N/A—20,556-20,556-100%$958.5K———
Private Advisor Group, LLC
N/A—20,304-20,304-100%$946.8K———
Equitable Holdings, Inc.
N/A—18,607-18,607-100%$867.6K———
Gladstone Institutional Advisory LLC
N/A—18,108-18,108-100%$844.4K———
SHP Wealth Management
N/A—17,538-17,538-100%$817.8K———
Adapt Wealth Advisors, LLC
N/A—17,038-17,038-100%$794.5K———
Keating Financial Advisory Services, Inc.
N/A—14,769-14,769-100%$688.7K———
Price Capital Management, Inc.
N/A—13,000-13,000-100%$606.8K———
Janney Montgomery Scott LLC
N/A—10,955-10,955-100%$511.0K———
Rockefeller Capital Management L.P.
N/A—8,721-8,721-100%$406.7K———
HighPoint Advisor Group LLC
N/A—8,274-8,274-100%$385.8K———
Ameriflex Group, Inc.
N/A—7,427-7,427-100%$346.3K———
Sequent Planning LLC
N/A—6,957-6,957-100%$324.4K———
IFG Advisory, LLC
N/A—6,801-6,801-100%$317.1K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—6,147-6,147-100%$286.6K———
Brookwood Investment Group LLC
N/A—4,776-4,776-100%$222.7K———
Kovack Advisors, Inc.
N/A—4,666-4,666-100%$217.6K———
Stephens Inc
N/A—4,500-4,500-100%$209.8K———
Geneos Wealth Management Inc.
N/A—4,470-4,470-100%$208.4K———
Ameritas Advisory Services, LLC
N/A—3,190-3,190-100%$148.8K———
Caldwell Sutter Capital, Inc.
N/A—390-390-100%$18.2K———
BFC Planning, Inc.
N/A—300-300-100%$14.0K———
Morgan Stanley
N/A—197-197-100%$9.2K———
FMR LLC
N/A—4-4-100%$187———
Wells Fargo & Company
N/A—1-1-100%$49———
Showing 136 of 136 institutions