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Plains All Amer Pipeline LP (PAA)

CUSIP: 726503105 | US | Energy · Oil & Gas Midstream | Large Cap | 1741 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AAlps Advisors, Inc.
with Alerian MLP ETF
69,261,5809.8%−1,249,273Sep 30, 2026No 13F filer matched
13G/AAlps Advisors, Inc.69,261,580
9.8% of class · Sep 30, 2026−1,249,273
with Alerian MLP ETF
No 13F filer matched

Institutional Holders — Q3 2026

Alps Advisors Inc69,261,580
7.5% of portfolio›$1.6B
Fractal Investments LLC3,625,784
9.7% of portfolio›$86.0M
Miller Howard Investments Inc2,995,025
1.9% of portfolio›$71.0M
Chickasaw Capital Management LLC2,597,171
2.2% of portfolio›$61.6M
Eagle Global Advisors LLC2,199,585
1.7% of portfolio›$52.2M
Neos Investment Management LLC1,102,980
0.1% of portfolio›$26.2M
OpenArc Corporate Advisory, LLC892,345
0.2% of portfolio›$21.2M
Adams Asset Advisors, LLC823,061
2.0% of portfolio›$19.5M
Walnut Private Equity Partners, LLC602,300
7.8% of portfolio›$14.3M
Americana Partners, LLC566,593
0.3% of portfolio›$13.4M
Exchange Traded Concepts, LLC434,377
0.0% of portfolio›$10.3M
Hennessy Advisors Inc403,256
0.4% of portfolio›$9.6M
Citigroup Inc378,493
0.0% of portfolio›$9.0M
Bfsg, LLC252,732
0.5% of portfolio›$6.0M
CWA Asset Management Group, LLC207,954
0.1% of portfolio›$4.9M
Chicago Partners Investment Group LLC206,011
0.1% of portfolio›$5.5M
Angeles Wealth Management, LLC197,034
0.2% of portfolio›$4.7M
Wealth Enhancement Advisory Services, LLC194,661
0.0% of portfolio›$4.8M
Gilman Hill Asset Management, LLC182,465
0.6% of portfolio›$4.3M
Hengehold Capital Management LLC171,879
0.3% of portfolio›$4.1M
Spirit of America Management Corp171,300
0.8% of portfolio›$4.1M
Elco Management Co., LLC167,422
1.9% of portfolio›$4.0M
Kestra Advisory Services, LLC154,349
0.0% of portfolio›$3.7M
Rydar Equities, Inc.151,710
1.9% of portfolio›$3.7M
Clarus Group, Inc.127,885
1.0% of portfolio›$3.0M
Wealth Alliance Advisory Group, LLC112,618
0.4% of portfolio›$2.7M
Commonwealth Equity Services, LLC109,440
0.0% of portfolio›$2.6M
Cushing Asset Management, LP dba NXG Investment Management107,300
0.1% of portfolio›$2.5M
GraniteShares Advisors LLC106,863
1.7% of portfolio›$2.5M
Bokf, NA100,720
0.0% of portfolio›$2.4M
HUB Investment Partners, LLC96,914
0.0% of portfolio›$2.3M
Wealthstar Advisors, LLC96,158
0.6% of portfolio›$2.3M
Cohen Capital Management, Inc.95,397
0.3% of portfolio›$2.3M
Elemental Capital Partners LLC90,660
0.5% of portfolio›$2.2M
Cambridge Investment Research Advisors, Inc.90,516
0.0% of portfolio›$2.1K
Forvis Mazars Wealth Advisors, LLC87,542
0.0% of portfolio›$2.1M
Lido Advisors, LLC83,518
0.0% of portfolio›$2.0M
Concurrent Investment Advisors, LLC80,080
0.0% of portfolio›$1.9M
Independent Financial Group, LLC75,263
0.0% of portfolio›$1.8M
Apollon Wealth Management, LLC67,626
0.0% of portfolio›$1.6M
Corps Capital Advisors, LLC66,118
1.2% of portfolio›$1.6M
Fortem Financial Group, LLC63,422
0.3% of portfolio›$1.5M
Prospera Financial Services Inc61,951
0.0% of portfolio›$1.6M
Creative Planning61,872
0.0% of portfolio›$1.5M
Turtle Creek Wealth Advisors, LLC61,291
0.1% of portfolio›$1.5M
Parkside Financial Bank & Trust60,891
0.1% of portfolio›$1.4M
Elevation Point Wealth Partners, LLC57,137
0.0% of portfolio›$1.4M
Clear Trail Advisors, LLC57,047
0.2% of portfolio›$1.4M
Nicholas Wealth, Llc.55,490
0.7% of portfolio›$1.3M
Oppenheimer Asset Management Inc.52,295
0.0% of portfolio›$1.2M
Avidian Wealth Enterprises, LLC51,972
0.0% of portfolio›$1.2M
Trust Co of Toledo NA50,162
0.1% of portfolio›$1.2M
Steel Grove Capital Advisors, LLC44,225
0.1% of portfolio›$1.0M
Beacon Investment Advisory Services, Inc.40,900
0.0% of portfolio›$970.1K
Cornerstone Wealth Management, LLC38,026
0.0% of portfolio›$902.0K
ProShare Advisors LLC37,195
0.0% of portfolio›$882.3K
Chung Wu Investment Group, LLC36,779
0.6% of portfolio›$872.4K
Kestra Private Wealth Services, LLC35,512
0.0% of portfolio›$842.4K
Apella Capital, LLC34,747
0.0% of portfolio›$837.1K
Spire Wealth Management34,627
0.0% of portfolio›$821.4K
Manske Wealth Management34,055
0.2% of portfolio›$807.8K
Sippican Capital Advisors32,750
0.5% of portfolio›$776.8K
Keybank National Association31,118
0.0% of portfolio›$738.1K
D.A. Davidson & Co.31,079
0.0% of portfolio›$737.2K
Hartford Financial Management Inc.29,766
0.2% of portfolio›$706.1K
Symmetry Partners, LLC28,105
0.0% of portfolio›$666.7K
MGO One Seven LLC27,336
0.0% of portfolio›$648.4K
Liberty Capital Management, Inc.24,400
0.1% of portfolio›$578.8K
Segment Wealth Management, LLC24,400
0.0% of portfolio›$578.8K
HB Wealth Management, LLC23,494
0.0% of portfolio›$557.3K
Brookstone Capital Management23,164
0.0% of portfolio›$549.4K
Westover Capital Advisors, LLC23,000
0.1% of portfolio›$545.6K
Glenview Trust Co22,076
0.0% of portfolio›$523.6K
Fulcrum Asset Management LLP21,750
0.0% of portfolio›$520.5K
Baldwin Wealth Partners LLC21,409
0.0% of portfolio›$507.8K
Atala Financial Inc21,349
0.3% of portfolio›$506.4K
Lee Financial Co21,322
0.1% of portfolio›$505.8K
Stablepoint Partners, LLC21,110
0.1% of portfolio›$500.7K
Venture Visionary Partners LLC20,804
0.0% of portfolio›$493.5K
Diligent Investors, LLC20,699
0.1% of portfolio›$491.0K
Samalin Investment Counsel, LLC19,880
0.1% of portfolio›$471.6K
Rede Wealth, LLC19,250
0.1% of portfolio›$456.6K
Truist Financial Corp19,239
0.0% of portfolio›$456.4K
Summit Securities Group LLC19,200
0.0% of portfolio›$455.4K
VestGen Advisors, LLC19,100
0.0% of portfolio›$453.1K
Aviance Capital Partners, LLC19,068
0.0% of portfolio›$452.3K
Choreo, LLC18,912
0.0% of portfolio›$448.6K
Argyle Capital Partners, LLC18,500
0.3% of portfolio›$438.8K
Islay Capital Management, LLC18,300
0.2% of portfolio›$434.1K
Crescent Grove Advisors, LLC18,071
0.0% of portfolio›$428.6K
Doliver Advisors, LP17,648
0.1% of portfolio›$418.6K
Creekside Partners17,500
0.2% of portfolio›$415.1K
R.H. Dinel Investment Counsel, Inc.17,000
0.3% of portfolio›$403.2K
Avantax Planning Partners, Inc.16,500
0.0% of portfolio›$391.4K
GFS Advisors, LLC16,025
0.0% of portfolio›$380.0K
Arkfeld Wealth Strategies, L.L.C.15,968
0.1% of portfolio›$384.7K
Avior Wealth Management, LLC15,460
0.0% of portfolio›$366.7K
Wedbush Securities Inc15,438
0.0% of portfolio›$366
Valeo Financial Advisors, LLC15,105
0.0% of portfolio›$358.3K
Arista Wealth Management, LLC14,600
0.0% of portfolio›$346.3K
Tectonic Advisors LLC14,565
0.0% of portfolio›$345.5K
Mattern Capital Management, LLC13,602
0.0% of portfolio›$322.6K
Magnus Financial Group LLC13,588
0.0% of portfolio›$322.3K
Lyell Wealth Management, LP13,400
0.0% of portfolio›$317.8K
Whalen Wealth Management Inc.13,000
0.1% of portfolio›$308.4K
KWB Wealth12,547
0.0% of portfolio›$297.6K
Indivisible Partners12,478
0.0% of portfolio›$296.0K
Oppenheimer & Co Inc12,367
0.0% of portfolio›$293.3K
Ulland Investment Advisors, LLC12,000
0.0% of portfolio›$285
Eclectic Associates Inc11,918
0.0% of portfolio›$282.7K
Atria Investments, Inc11,843
0.0% of portfolio›$280.9K
Archford Capital Strategies, LLC11,574
0.0% of portfolio›$274.5K
Regions Financial Corp11,295
0.0% of portfolio›$267.9K
Arrow Investment Advisors, LLC11,217
0.2% of portfolio›$266.1K
W.H. Cornerstone Investments Inc.11,199
0.1% of portfolio›$265.6K
Plan Group Financial, LLC11,063
0.1% of portfolio›$282.0K
Adirondack Trust Co10,800
0.1% of portfolio›$256.1K
Beverly Hills Private Wealth, LLC10,434
0.0% of portfolio›$247.5K
Almanack Investment Partners, Llc.10,300
0.0% of portfolio›$244.3K
Abel Hall, LLC10,000
0.0% of portfolio›$237.2K
Obermeyer Wealth Partners10,000
0.0% of portfolio›$237.2K
First National Trust Co10,000
0.0% of portfolio›$237.2K
American National Bank & Trust9,784
0.0% of portfolio›$232.1K
Physician Wealth Advisors, Inc.9,700
0.0% of portfolio›$230.1K
Quantum Private Wealth, LLC9,580
0.1% of portfolio›$227.2K
Sigma Planning Corp9,520
0.0% of portfolio›$225.8K
Aull & Monroe Investment Management Corp9,500
0.1% of portfolio›$225.3K
Daymark Wealth Partners, LLC9,497
0.0% of portfolio›$225.3K
GoalVest Advisory LLC9,399
0.0% of portfolio›$222.9K
Avaii Wealth Management, LLC9,228
0.1% of portfolio›$219.2K
Advisor OS, LLC9,140
0.0% of portfolio›$216.8K
Midwest Trust Co9,088
0.0% of portfolio›$215.6K
Waterfront Wealth Inc.8,990
0.0% of portfolio›$228.7K
Davenport & Co LLC8,600
0.0% of portfolio›$204.0K
CFS Investment Advisory Services, LLC8,315
0.0% of portfolio›$200.1K
IFP Advisors, Inc8,118
0.0% of portfolio›$192.6K
Archer Investment Corp8,000
0.0% of portfolio›$189.8K
Frankly Finances, LLC7,400
0.1% of portfolio›$175.5K
TD Waterhouse Canada Inc.6,122
0.0% of portfolio›$145.2K
Armstrong Advisory Group, Inc5,076
0.0% of portfolio›$120.4K
S.A. Mason LLC5,052
0.0% of portfolio›$119.8K
Reap Financial Group, LLC4,552
0.0% of portfolio›$108.0K
EverSource Wealth Advisors, LLC4,294
0.0% of portfolio›$101.9K
Farther Finance Advisors, LLC4,080
0.0% of portfolio›$96.8K
Creative Financial Designs Inc3,400
0.0% of portfolio›$80.6K
Hilltop National Bank3,300
0.0% of portfolio›$78.3K
Farmers & Merchants Investments Inc3,146
0.0% of portfolio›$74.6K
Lanark Financial, Inc.3,076
0.0% of portfolio›$73.0K
Mcdonald Partners LLC2,800
0.0% of portfolio›$66.4K
City State Bank2,550
0.0% of portfolio›$60.5K
Larson Financial Group LLC2,500
0.0% of portfolio›$59.3K
Atwood & Palmer Inc2,304
0.0% of portfolio›$54.7K
Parallel Advisors, LLC2,282
0.0% of portfolio›$54.1K
Madden Securities Corp2,200
0.0% of portfolio›$52.2K
North Star Investment Management Corp.2,000
0.0% of portfolio›$47.4K
Evermay Wealth Management LLC2,000
0.0% of portfolio›$47.4K
First Horizon Corp1,710
0.0% of portfolio›$40.6K
Mather Group, Llc.1,574
0.0% of portfolio›$37.3K
Rossby Financial, LCC1,500
0.0% of portfolio›$35.6K
Private Trust Co NA1,395
0.0% of portfolio›$33.1K
Signaturefd, LLC1,275
0.0% of portfolio›$30.2K
CX Institutional1,200
0.0% of portfolio›$28
Caldwell Trust Co1,102
0.0% of portfolio›$26.1K
USA Financial Formulas1,028
0.0% of portfolio›$24.4K
Vima LLC1,000
0.0% of portfolio›$23.7K
Security National Bank1,000
0.0% of portfolio›$23.7K
Blue Trust, Inc.1,000
0.0% of portfolio›$23.7K
MTM Investment Management, LLC841
0.0% of portfolio›$19.9K
Ascentis Wealth Management, LLC730
0.0% of portfolio›$17.3K
Atlantic Edge Private Wealth Management, LLC650
0.0% of portfolio›$15.4K
Ascentis Independent Advisors639
0.0% of portfolio›$15.2K
Putney Financial Group LLC619
0.0% of portfolio›$14.7K
Wilmington Savings Fund Society, FSB500
0.0% of portfolio›$11.9K
Wolff Wiese Magana LLC500
0.0% of portfolio›$11.9K
SJS Investment Consulting Inc.500
0.0% of portfolio›$11.9K
Valley National Advisers Inc500
0.0% of portfolio›$11.9K
Capital Advisors, Ltd. LLC495
0.0% of portfolio›$12
Mosley Wealth Management437
0.0% of portfolio›$11.0K
Compass Financial Management LLC437
0.0% of portfolio›$10.4K
Golden State Wealth Management, LLC400
0.0% of portfolio›$9.5K
Birchbrook, Inc.400
0.0% of portfolio›$9.5K
Financial Network Wealth Advisors LLC370
0.0% of portfolio›$8.8K
Hilton Head Capital Partners, LLC330
0.0% of portfolio›$7.8K
Assetmark, Inc132
0.0% of portfolio›$3.1K
Gilpin Wealth Management, LLC112
0.0% of portfolio›$2.7K
Root Financial Partners, LLC109
0.0% of portfolio›$2.6K
Toth Financial Advisory Corp100
0.0% of portfolio›$2.4K
Montgomery Financial Services LLC100
0.0% of portfolio›$2.4K
Markowski Investments27
0.0% of portfolio›$649
Elevation Wealth Partners, LLC1
0.0% of portfolio›$30
StyleTurnoverLocationFiled
Alps Advisors Inc
69,261,580$1.6B7.5%YieldLowDenver, CO2026-11-03
Fractal Investments LLC
3,625,784$86.0M9.7%YieldLowGlastonbury, CT2026-10-28
Miller Howard Investments Inc
2,995,025$71.0M1.9%YieldMediumKingston, NY2026-10-26
Chickasaw Capital Management LLC
2,597,171$61.6M2.2%YieldLowMemphis, TN2026-10-08
Eagle Global Advisors LLC
2,199,585$52.2M1.7%CoreLowHouston, TX2026-11-02
Neos Investment Management LLC
1,102,980$26.2M0.1%IndexVery LowWestport, CT2026-11-04
OpenArc Corporate Advisory, LLC
892,345$21.2M0.2%GrowthLowAtlanta, GA2026-10-21
Adams Asset Advisors, LLC
823,061$19.5M2.0%YieldMediumDallas, TX2026-10-08
Walnut Private Equity Partners, LLC
602,300$14.3M7.8%YieldVery LowOmaha, NE2026-10-14
Americana Partners, LLC
566,593$13.4M0.3%CoreMediumHouston, TX2026-10-28
Exchange Traded Concepts, LLC
434,377$10.3M0.0%GrowthMediumOklahoma City, OK2026-10-28
Hennessy Advisors Inc
403,256$9.6M0.4%Deep ValueMediumNovato, CA2026-10-28
Citigroup Inc
378,493$9.0M0.0%CoreMediumNew York, NY2026-11-04
Bfsg, LLC
252,732$6.0M0.5%CoreLowIrvine, CA2026-10-30
CWA Asset Management Group, LLC
207,954$4.9M0.1%CoreMediumNaples, FL2026-10-19
Chicago Partners Investment Group LLC
206,011$5.5M0.1%GARPLowChicago, IL2026-10-27
Angeles Wealth Management, LLC
197,034$4.7M0.2%ETFLowSanta Monica, CA2026-10-26
Wealth Enhancement Advisory Services, LLC
194,661$4.8M0.0%CoreLowPlymouth, MN2026-10-13
Gilman Hill Asset Management, LLC
182,465$4.3M0.6%YieldMediumNew Canaan, CT2026-10-13
Hengehold Capital Management LLC
171,879$4.1M0.3%ETFLowCincinnati, OH2026-10-16
Spirit of America Management Corp
171,300$4.1M0.8%GARPLowSyosset, NY2026-10-14
Elco Management Co., LLC
167,422$4.0M1.9%CoreLowNew York, NY2026-10-14
Kestra Advisory Services, LLC
154,349$3.7M0.0%CoreLowAustin, TX2026-11-02
Rydar Equities, Inc.
151,710$3.7M1.9%CoreVery LowWeatherford, TX2026-10-13
Clarus Group, Inc.
127,885$3.0M1.0%ETFLowHouston, TX2026-10-21
Wealth Alliance Advisory Group, LLC
112,618$2.7M0.4%CoreLowWichita, KS2026-10-14
Commonwealth Equity Services, LLC
109,440$2.6M0.0%ETFLowWaltham, MA2026-11-02
Cushing Asset Management, LP dba NXG Investment Management
107,300$2.5M0.1%YieldMediumDallas, TX2026-10-26
GraniteShares Advisors LLC
106,863$2.5M1.7%YieldMediumNew York, NY2026-10-29
Bokf, NA
100,720$2.4M0.0%CoreLowTulsa, OK2026-10-27
HUB Investment Partners, LLC
96,914$2.3M0.0%GrowthLowAustin, TX2026-11-03
Wealthstar Advisors, LLC
96,158$2.3M0.6%ETFMediumPlano, TX2026-10-19
Cohen Capital Management, Inc.
95,397$2.3M0.3%CoreVery LowCorte Madera, CA2026-10-14
Elemental Capital Partners LLC
90,660$2.2M0.5%Agg GrowthLowSan Francisco, CA2026-10-14
Cambridge Investment Research Advisors, Inc.
90,516$2.1K0.0%ETFLowFairfield, IA2026-11-02
Forvis Mazars Wealth Advisors, LLC
87,542$2.1M0.0%ETFVery LowSpringfield, MO2026-10-13
Lido Advisors, LLC
83,518$2.0M0.0%GrowthLowLos Angeles, CA2026-11-04
Concurrent Investment Advisors, LLC
80,080$1.9M0.0%GrowthMediumTampa, FL2026-10-16
Independent Financial Group, LLC
75,263$1.8M0.0%GrowthLowSan Diego, CA2026-10-13
Apollon Wealth Management, LLC
67,626$1.6M0.0%GrowthLowMount Pleasant, SC2026-10-23
Corps Capital Advisors, LLC
66,118$1.6M1.2%GrowthLowSouthlake, TX2026-11-05
Fortem Financial Group, LLC
63,422$1.5M0.3%GrowthLowPalm Desert, CA2026-10-20
Prospera Financial Services Inc
61,951$1.6M0.0%CoreMediumDallas, TX2026-11-04
Creative Planning
61,872$1.5M0.0%IndexVery LowOverland Park, KS2026-11-02
Turtle Creek Wealth Advisors, LLC
61,291$1.5M0.1%GrowthLowDallas, TX2026-10-15
Parkside Financial Bank & Trust
60,891$1.4M0.1%CoreVery LowSaint Louis, MO2026-10-27
Elevation Point Wealth Partners, LLC
57,137$1.4M0.0%CoreHighDenver, CO2026-11-05
Clear Trail Advisors, LLC
57,047$1.4M0.2%CoreLowHouston, TX2026-10-20
Nicholas Wealth, Llc.
55,490$1.3M0.7%GrowthMediumMarietta, GA2026-10-26
Oppenheimer Asset Management Inc.
52,295$1.2M0.0%CoreMediumNew York, NY2026-10-27
Avidian Wealth Enterprises, LLC
51,972$1.2M0.0%ETFLowHouston, TX2026-10-08
Trust Co of Toledo NA
50,162$1.2M0.1%GrowthVery LowHolland, OH2026-10-16
Steel Grove Capital Advisors, LLC
44,225$1.0M0.1%ETFLowMemphis, TN2026-10-13
Beacon Investment Advisory Services, Inc.
40,900$970.1K0.0%GrowthLowMorristown, NJ2026-10-13
Cornerstone Wealth Management, LLC
38,026$902.0K0.0%ETFVery LowSt. Peters, MO2026-11-04
ProShare Advisors LLC
37,195$882.3K0.0%GrowthLowBethesda, MD2026-10-29
Chung Wu Investment Group, LLC
36,779$872.4K0.6%GrowthMediumSugar Land, TX2026-11-03
Kestra Private Wealth Services, LLC
35,512$842.4K0.0%GrowthLowAustin, TX2026-10-30
Apella Capital, LLC
34,747$837.1K0.0%ETFVery LowWest Hartford, CT2026-10-08
Spire Wealth Management
34,627$821.4K0.0%GrowthMediumMclean, VA2026-10-30
Manske Wealth Management
34,055$807.8K0.2%ValueVery LowHouston, TX2026-10-26
Sippican Capital Advisors
32,750$776.8K0.5%ValueLowBoston, MA2026-10-23
Keybank National Association
31,118$738.1K0.0%CoreLowBrooklyn, OH2026-11-04
D.A. Davidson & Co.
31,079$737.2K0.0%CoreLowGreat Falls, MT2026-10-28
Hartford Financial Management Inc.
29,766$706.1K0.2%CoreLowWest Hartford, CT2026-10-21
Symmetry Partners, LLC
28,105$666.7K0.0%ETFLowGlastonbury, CT2026-10-27
MGO One Seven LLC
27,336$648.4K0.0%GrowthLowBeachwood, OH2026-10-28
Liberty Capital Management, Inc.
24,400$578.8K0.1%CoreVery LowBirmingham, MI2026-11-02
Segment Wealth Management, LLC
24,400$578.8K0.0%CoreLowHouston, TX2026-10-26
HB Wealth Management, LLC
23,494$557.3K0.0%IndexVery LowAtlanta, GA2026-10-23
Brookstone Capital Management
23,164$549.4K0.0%ETFMediumWheaton, IL2026-10-22
Westover Capital Advisors, LLC
23,000$545.6K0.1%MomentumLowWilmington, DE2026-10-26
Glenview Trust Co
22,076$523.6K0.0%GrowthVery LowLouisville, KY2026-10-28
Fulcrum Asset Management LLP
21,750$520.5K0.0%CoreMediumLondon, United Kingdom2026-11-04
Baldwin Wealth Partners LLC
21,409$507.8K0.0%GrowthLowMarion, MA2026-10-13
Atala Financial Inc
21,349$506.4K0.3%CoreLowCalabasas, CA2026-10-22
Lee Financial Co
21,322$505.8K0.1%ETFVery LowDallas, TX2026-10-16
Stablepoint Partners, LLC
21,110$500.7K0.1%CoreLowBraintree, MA2026-11-03
Venture Visionary Partners LLC
20,804$493.5K0.0%CoreLowSylvania, OH2026-10-07
Diligent Investors, LLC
20,699$491.0K0.1%CoreLowRedlands, CA2026-10-21
Samalin Investment Counsel, LLC
19,880$471.6K0.1%YieldMediumChappaqua, NY2026-10-23
Rede Wealth, LLC
19,250$456.6K0.1%ValueMediumCharlottesville, VA2026-10-22
Truist Financial Corp
19,239$456.4K0.0%CoreLowCharlotte, NC2026-10-30
Summit Securities Group LLC
19,200$455.4K0.0%CoreVery HighNew York, NY2026-11-05
VestGen Advisors, LLC
19,100$453.1K0.0%GrowthMediumChicago, IL2026-10-27
Aviance Capital Partners, LLC
19,068$452.3K0.0%CoreLowNaples, FL2026-10-29
Choreo, LLC
18,912$448.6K0.0%IndexLowRockford, IL2026-10-28
Argyle Capital Partners, LLC
18,500$438.8K0.3%CoreLowLos Angeles, CA2026-10-23
Islay Capital Management, LLC
18,300$434.1K0.2%ETFMediumLubbock, TX2026-10-20
Crescent Grove Advisors, LLC
18,071$428.6K0.0%ETFLowLake Forest, IL2026-10-21
Doliver Advisors, LP
17,648$418.6K0.1%GARPLowHouston, TX2026-10-01
Creekside Partners
17,500$415.1K0.2%ETFVery LowPetaluma, CA2026-11-04
R.H. Dinel Investment Counsel, Inc.
17,000$403.2K0.3%CoreVery LowLos Angeles, CA2026-10-14
Avantax Planning Partners, Inc.
16,500$391.4K0.0%ETFLowDubuque, IA2026-11-03
GFS Advisors, LLC
16,025$380.0K0.0%CoreLowHouston, TX2026-11-03
Arkfeld Wealth Strategies, L.L.C.
15,968$384.7K0.1%ValueLowOmaha, NE2026-10-19
Avior Wealth Management, LLC
15,460$366.7K0.0%ETFMediumOmaha, NE2026-10-13
Wedbush Securities Inc
15,438$3660.0%CoreLowPasadena, CA2026-10-22
Valeo Financial Advisors, LLC
15,105$358.3K0.0%ETFLowCarmel, IN2026-10-08
Arista Wealth Management, LLC
14,600$346.3K0.0%ETFMediumLas Vegas, NV2026-10-29
Tectonic Advisors LLC
14,565$345.5K0.0%YieldLowFrisco, TX2026-10-22
Mattern Capital Management, LLC
13,602$322.6K0.0%CoreMediumLakewood, CO2026-11-02
Magnus Financial Group LLC
13,588$322.3K0.0%ETFLowNew York, NY2026-10-21
Lyell Wealth Management, LP
13,400$317.8K0.0%GrowthLowMenlo Park, CA2026-10-30
Whalen Wealth Management Inc.
13,000$308.4K0.1%GrowthHighLas Vegas, NV2026-10-08
KWB Wealth
12,547$297.6K0.0%ETFMediumRedlands, CA2026-10-16
Indivisible Partners
12,478$296.0K0.0%GrowthMediumClearwater, FL2026-10-26
Oppenheimer & Co Inc
12,367$293.3K0.0%CoreLowNew York, NY2026-10-26
Ulland Investment Advisors, LLC
12,000$2850.0%GrowthVery LowMinneapolis, MN2026-10-13
Eclectic Associates Inc
11,918$282.7K0.0%ETFVery LowFullerton, CA2026-10-09
Atria Investments, Inc
11,843$280.9K0.0%CoreMediumCharlotte, NC2026-10-15
Archford Capital Strategies, LLC
11,574$274.5K0.0%GrowthMediumSwansea, IL2026-10-19
Regions Financial Corp
11,295$267.9K0.0%CoreLowBirmingham, AL2026-11-05
Arrow Investment Advisors, LLC
11,217$266.1K0.2%Agg GrowthMediumLaurel, MD2026-11-02
W.H. Cornerstone Investments Inc.
11,199$265.6K0.1%CoreLowKingston, MA2026-11-03
Plan Group Financial, LLC
11,063$282.0K0.1%ETFMediumOklahoma City, OK2026-10-22
Adirondack Trust Co
10,800$256.1K0.1%GrowthLowSaratoga Springs, NY2026-10-14
Beverly Hills Private Wealth, LLC
10,434$247.5K0.0%ValueMediumBeverly Hills, CA2026-11-04
Almanack Investment Partners, Llc.
10,300$244.3K0.0%ETFMediumNewtown Square, PA2026-11-03
Abel Hall, LLC
10,000$237.2K0.0%CoreMediumBaton Rouge, LA2026-10-19
Obermeyer Wealth Partners
10,000$237.2K0.0%GrowthLowAspen, CO2026-10-21
First National Trust Co
10,000$237.2K0.0%GrowthLowJohnstown, PA2026-10-28
American National Bank & Trust
9,784$232.1K0.0%CoreVery LowWichita Falls, TX2026-10-07
Physician Wealth Advisors, Inc.
9,700$230.1K0.0%ETFMediumMidvale, UT2026-10-20
Quantum Private Wealth, LLC
9,580$227.2K0.1%GrowthLowTampa, FL2026-10-20
Sigma Planning Corp
9,520$225.8K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Aull & Monroe Investment Management Corp
9,500$225.3K0.1%CoreVery LowMobile, AL2026-10-16
Daymark Wealth Partners, LLC
9,497$225.3K0.0%CoreLowCincinnati, OH2026-11-04
GoalVest Advisory LLC
9,399$222.9K0.0%ETFMediumNew York, NY2026-10-02
Avaii Wealth Management, LLC
9,228$219.2K0.1%ETFMediumAppleton, WI2026-10-09
Advisor OS, LLC
9,140$216.8K0.0%ETFMediumChicago, IL2026-11-03
Midwest Trust Co
9,088$215.6K0.0%CoreLowOverland Park, KS2026-10-22
Waterfront Wealth Inc.
8,990$228.7K0.0%ValueLowOverland Park, KS2026-11-03
Davenport & Co LLC
8,600$204.0K0.0%CoreMediumRichmond, VA2026-10-14
CFS Investment Advisory Services, LLC
8,315$200.1K0.0%ETFMediumTotowa, NJ2026-10-19
IFP Advisors, Inc
8,118$192.6K0.0%GrowthLowTampa, FL2026-10-16
Archer Investment Corp
8,000$189.8K0.0%CoreMediumCarmel, IN2026-11-05
Frankly Finances, LLC
7,400$175.5K0.1%ETFVery LowWinter Park, FL2026-10-28
TD Waterhouse Canada Inc.
6,122$145.2K0.0%CoreLowToronto, Australia2026-10-16
Armstrong Advisory Group, Inc
5,076$120.4K0.0%ETFHighNeedham, MA2026-10-09
S.A. Mason LLC
5,052$119.8K0.0%GrowthVery LowHolland, MI2026-10-13
Reap Financial Group, LLC
4,552$108.0K0.0%ETFLowAustin, TX2026-11-02
EverSource Wealth Advisors, LLC
4,294$101.9K0.0%CoreMediumBirmingham, AL2026-11-04
Farther Finance Advisors, LLC
4,080$96.8K0.0%IndexLowSan Francisco, CA2026-10-08
Creative Financial Designs Inc
3,400$80.6K0.0%ETFMediumKokomo, IN2026-11-04
Hilltop National Bank
3,300$78.3K0.0%CoreLowCasper, WY2026-10-14
Farmers & Merchants Investments Inc
3,146$74.6K0.0%CoreVery LowLincoln, NE2026-10-22
Lanark Financial, Inc.
3,076$73.0K0.0%CoreMediumBirmingham, AL2026-10-26
Mcdonald Partners LLC
2,800$66.4K0.0%CoreLowCleveland, OH2026-11-03
City State Bank
2,550$60.5K0.0%GrowthVery LowNorwalk, IA2026-10-20
Larson Financial Group LLC
2,500$59.3K0.0%GrowthLowSt Louis, MO2026-11-05
Atwood & Palmer Inc
2,304$54.7K0.0%CoreVery LowKansas City, MO2026-10-08
Parallel Advisors, LLC
2,282$54.1K0.0%IndexLowSan Francisco, CA2026-11-03
Madden Securities Corp
2,200$52.2K0.0%GrowthMediumDallas, TX2026-10-27
North Star Investment Management Corp.
2,000$47.4K0.0%CoreLowChicago, IL2026-10-27
Evermay Wealth Management LLC
2,000$47.4K0.0%ETFLowArlington, VA2026-11-05
First Horizon Corp
1,710$40.6K0.0%CoreLowMemphis, TN2026-10-26
Mather Group, Llc.
1,574$37.3K0.0%ETFMediumChicago, IL2026-10-14
Rossby Financial, LCC
1,500$35.6K0.0%ETFMediumMelbourne, FL2026-11-05
Private Trust Co NA
1,395$33.1K0.0%CoreLowCleveland, OH2026-10-20
Signaturefd, LLC
1,275$30.2K0.0%IndexLowAtlanta, GA2026-10-23
CX Institutional
1,200$280.0%CoreMediumAuburn, IN2026-10-02
Caldwell Trust Co
1,102$26.1K0.0%GrowthLowVenice, FL2026-10-30
USA Financial Formulas
1,028$24.4K0.0%ETFVery HighAda, MI2026-10-16
Vima LLC
1,000$23.7K0.0%CoreLowTroy, MI2026-10-23
Security National Bank
1,000$23.7K0.0%GrowthLowOmaha, NE2026-10-26
Blue Trust, Inc.
1,000$23.7K0.0%ETFLowBrentwood, TN2026-10-15
MTM Investment Management, LLC
841$19.9K0.0%CoreVery LowSpartanburg, SC2026-10-30
Ascentis Wealth Management, LLC
730$17.3K0.0%Agg GrowthLowDallas, TX2026-11-03
Atlantic Edge Private Wealth Management, LLC
650$15.4K0.0%CoreLowJacksonville, FL2026-10-20
Ascentis Independent Advisors
639$15.2K0.0%ETFLowDallas, TX2026-11-03
Putney Financial Group LLC
619$14.7K0.0%GrowthLowSan Rafael, CA2026-10-30
Wilmington Savings Fund Society, FSB
500$11.9K0.0%CoreLowWilmington, DE2026-10-23
Wolff Wiese Magana LLC
500$11.9K0.0%GrowthLowCarslbad, CA2026-10-15
SJS Investment Consulting Inc.
500$11.9K0.0%ETFVery LowSylvania, OH2026-10-26
Valley National Advisers Inc
500$11.9K0.0%ETFLowBethlehem, PA2026-10-23
Capital Advisors, Ltd. LLC
495$120.0%ETFLowShaker Heights, OH2026-10-27
Mosley Wealth Management
437$11.0K0.0%ETFHighAnaheim, CA2026-10-16
Compass Financial Management LLC
437$10.4K0.0%CoreN/ATampa, FL2026-10-30
Golden State Wealth Management, LLC
400$9.5K0.0%ETFMediumSanta Ana, CA2026-11-02
Birchbrook, Inc.
400$9.5K0.0%ETFLowBangor, ME2026-10-14
Financial Network Wealth Advisors LLC
370$8.8K0.0%ETFLowMurray, UT2026-10-28
Hilton Head Capital Partners, LLC
330$7.8K0.0%CoreMediumHilton Head Island, SC2026-10-23
Assetmark, Inc
132$3.1K0.0%ETFLowConcord, CA2026-10-21
Gilpin Wealth Management, LLC
112$2.7K0.0%GrowthLowDenver, CO2026-10-09
Root Financial Partners, LLC
109$2.6K0.0%ETFMediumEncinitas, CA2026-10-21
Toth Financial Advisory Corp
100$2.4K0.0%CoreLowLeesburg, VA2026-10-08
Montgomery Financial Services LLC
100$2.4K0.0%ETFN/AOcean City, MD2026-11-03
Markowski Investments
27$6490.0%ETFN/ATampa, FL2026-10-30
Elevation Wealth Partners, LLC
1$300.0%ETFLowWalnut Creek, CA2026-10-07