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Prshrs S&P Mid 400 DVD Arist (REGL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Toth Financial Advisory Corp
DECREASED
Shares230,058 from 233,281
Change-3,223 (-1%)
Value$19.9M (-$1.5M)
Filed 2026-10-08
Commonwealth Equity Services, LLC
DECREASED
Shares127,490 from 188,567
Change-61,077 (-32%)
Value$11.0M (-$6.2M)
Filed 2026-11-02
Bucket List Wealth Management, LLC
INCREASED
Shares114,654 from 109,479
Change+5,175 (+5%)
Value$9.9M (-$109.7K)
Filed 2026-10-22
Confluence Investment Management LLC
NEW
Shares68,996
Change+68,996
Value$6.0M
Filed 2026-10-01
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares64,800 from 80,468
Change-15,668 (-19%)
Value$5.6K (-$7.4M)
Filed 2026-11-02
Capital Advisors, Ltd. LLC
INCREASED
Shares53,496 from 53,470
Change+26 (+0%)
Value$4.6K (-$270)
Filed 2026-10-27
Premier Path Wealth Partners, LLC
INCREASED
Shares50,106 from 35,676
Change+14,430 (+40%)
Value$4.3M (+$1.1M)
Filed 2026-10-16
Connecticut Wealth Management, LLC
DECREASED
Shares49,832 from 51,391
Change-1,559 (-3%)
Value$4.3M (-$396.4K)
Filed 2026-10-13
LMG Wealth Partners, LLC
DECREASED
Shares43,549 from 46,369
Change-2,820 (-6%)
Value$3.8M (-$479.9K)
Filed 2026-11-05
Landmark Wealth Management, LLC
INCREASED
Shares43,044 from 42,336
Change+708 (+2%)
Value$3.7M (-$154.2K)
Filed 2026-11-03
United Advisor Group, LLC
DECREASED
Shares37,378 from 38,195
Change-817 (-2%)
Value$3.2M (-$265.1K)
Filed 2026-11-03
Pinnacle Associates LTD
DECREASED
Shares36,873 from 38,295
Change-1,422 (-4%)
Value$3.2M (-$317.9K)
Filed 2026-10-20
Truist Financial Corp
DECREASED
Shares36,615 from 36,704
Change-89 (0%)
Value$3.2M (-$194.5K)
Filed 2026-10-30
Clear Creek Financial Management, LLC
INCREASED
Shares36,068 from 31,572
Change+4,496 (+14%)
Value$3.1M (+$228.1K)
Filed 2026-10-28
Dynamic Advisor Solutions LLC
INCREASED
Shares30,748 from 28,983
Change+1,765 (+6%)
Value$2.7M (+$5.1K)
Filed 2026-10-13
R2 Capital Strategies, LLC
INCREASED
Shares30,552 from 28,810
Change+1,742 (+6%)
Value$2.6M (+$4.0K)
Filed 2026-10-15
Visionary Wealth Advisors
INCREASED
Shares28,641 from 22,223
Change+6,418 (+29%)
Value$2.5M (+$441.9K)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares26,882 from 24,495
Change+2,387 (+10%)
Value$2.4M (+$103.4K)
Filed 2026-10-13
Verus Capital Partners, LLC
INCREASED
Shares21,774 from 21,070
Change+704 (+3%)
Value$1.9M (-$46.4K)
Filed 2026-11-03
Nations Financial Group Inc,
INCREASED
Shares17,660 from 16,920
Change+740 (+4%)
Value$1.5M (-$22.2K)
Filed 2026-11-05
Mlp3, LLC
INCREASED
Shares16,523 from 16,504
Change+19 (+0%)
Value$1.4M (-$82.4K)
Filed 2026-10-22
Wedbush Securities Inc
INCREASED
Shares14,901 from 14,457
Change+444 (+3%)
Value$1.3K (-$1.3M)
Filed 2026-10-22
Kestra Advisory Services, LLC
INCREASED
Shares14,268 from 6,229
Change+8,039 (+129%)
Value$1.2M (+$663.5K)
Filed 2026-11-02
Roman Butler Fullerton & Co
DECREASED
Shares14,124 from 14,452
Change-328 (-2%)
Value$1.3M (-$81.3K)
Filed 2026-10-27
Anson Capital, Inc.
INCREASED
Shares14,055 from 12,577
Change+1,478 (+12%)
Value$1.2M (+$63.8K)
Filed 2026-10-23
Atlas Brown,Inc.
DECREASED
Shares13,793 from 13,902
Change-109 (-1%)
Value$1.2M (-$80.1K)
Filed 2026-10-09
Quad-Cities Investment Group, LLC
DECREASED
Shares13,031 from 13,096
Change-65 (0%)
Value$1.1M (-$72.3K)
Filed 2026-10-16
KOM Wealth Management Group, LLC
DECREASED
Shares12,655 from 38,098
Change-25,443 (-67%)
Value$1.1M (-$2.4M)
Filed 2026-10-15
MSH Capital Advisors LLC
DECREASED
Shares11,276 from 13,776
Change-2,500 (-18%)
Value$975.2K (-$286.3K)
Filed 2026-11-03
Creative Planning
INCREASED
Shares11,087 from 10,513
Change+574 (+5%)
Value$958.8K (-$3.9K)
Filed 2026-11-02
Tempus Wealth Planning, LLC
INCREASED
Shares10,964 from 9,470
Change+1,494 (+16%)
Value$948.2K (+$81.0K)
Filed 2026-10-14
Kraematon Investment Advisors, Inc
DECREASED
Shares10,711 from 11,013
Change-302 (-3%)
Value$926.3K (-$82.2K)
Filed 2026-11-02
Signature Wealth Management Partners, LLC
INCREASED
Shares10,468 from 9,290
Change+1,178 (+13%)
Value$905.3K (+$54.6K)
Filed 2026-10-21
Clarus Wealth Advisors
INCREASED
Shares10,343 from 10,196
Change+147 (+1%)
Value$902.6K (-$22.0K)
Filed 2026-10-13
Capital Investment Advisors, LLC
DECREASED
Shares8,602 from 8,992
Change-390 (-4%)
Value$743.9K (-$79.5K)
Filed 2026-10-22
Northwest Financial Advisors
INCREASED
Shares8,600 from 8,595
Change+5 (+0%)
Value$743.8K (-$43.3K)
Filed 2026-10-27
Davenport & Co LLC
INCREASED
Shares8,407 from 5,582
Change+2,825 (+51%)
Value$727.0K (+$215.9K)
Filed 2026-10-14
Parcion Private Wealth LLC
UNCHANGED
Shares8,345 from 8,345
Change0 (0%)
Value$721.6K (-$42.5K)
Filed 2026-10-28
J.W. Cole Advisors, Inc.
INCREASED
Shares7,653 from 7,370
Change+283 (+4%)
Value$661.8K (-$13.1K)
Filed 2026-11-05
CFS Investment Advisory Services, LLC
DECREASED
Shares7,593 from 7,633
Change-40 (-1%)
Value$666.6K (-$38.1K)
Filed 2026-10-19
Key FInancial Inc
DECREASED
Shares7,501 from 8,514
Change-1,013 (-12%)
Value$648.7K (-$130.9K)
Filed 2026-11-02
Kestra Private Wealth Services, LLC
DECREASED
Shares7,458 from 8,036
Change-578 (-7%)
Value$645.0K (-$90.9K)
Filed 2026-10-30
RDA Financial Network
DECREASED
Shares7,454 from 8,189
Change-735 (-9%)
Value$644.6K (-$105.2K)
Filed 2026-10-15
WealthPlan Investment Management, LLC
DECREASED
Shares7,022 from 10,723
Change-3,701 (-35%)
Value$607.3K (-$374.6K)
Filed 2026-10-15
Heritage Wealth Management, Inc.
UNCHANGED
Shares6,324 from 6,324
Change0 (0%)
Value$546.9K (-$32.2K)
Filed 2026-10-28
S.A. Mason LLC
INCREASED
Shares5,889 from 5,884
Change+5 (+0%)
Value$509.3K (-$29.5K)
Filed 2026-10-13
Steel Grove Capital Advisors, LLC
DECREASED
Shares5,871 from 6,556
Change-685 (-10%)
Value$507.8K (-$92.6K)
Filed 2026-10-13
Mystic Asset Management, Inc.
UNCHANGED
Shares5,845 from 5,845
Change0 (0%)
Value$505.5K (-$29.8K)
Filed 2026-10-15
Wesbanco Bank Inc
DECREASED
Shares5,769 from 5,801
Change-32 (-1%)
Value$499.0K (-$32.3K)
Filed 2026-11-04
Sowell Financial Services LLC
INCREASED
Shares5,630 from 5,322
Change+308 (+6%)
Value$486.9K (-$459)
Filed 2026-10-23
Redhawk Wealth Advisors, Inc.
DECREASED
Shares5,329 from 5,479
Change-150 (-3%)
Value$460.9K (-$40.8K)
Filed 2026-10-14
US Bancorp \de\
UNCHANGED
Shares5,258 from 5,258
Change0 (0%)
Value$454.7K (-$26.8K)
Filed 2026-11-05
Harbor Investment Advisory, LLC
UNCHANGED
Shares5,090 from 5,090
Change0 (0%)
Value$440.2K (-$25.9K)
Filed 2026-10-13
StoneX Group Inc.
NEW
Shares5,049
Change+5,049
Value$437.1K
Filed 2026-11-03
Oppenheimer & Co Inc
INCREASED
Shares4,900 from 4,819
Change+81 (+2%)
Value$423.8K (-$17.5K)
Filed 2026-10-26
Pathway Financial Advisers, LLC
DECREASED
Shares4,891 from 4,934
Change-43 (-1%)
Value$423.0K (-$28.8K)
Filed 2026-10-27
Retirement Planning Co of New England, Inc.
DECREASED
Shares4,883 from 5,018
Change-135 (-3%)
Value$422.3K (-$37.2K)
Filed 2026-10-15
Seven Hills Financial, LLC
NEW
Shares4,848
Change+4,848
Value$419.3K
Filed 2026-10-13
Integrity Advisory Solutions, LLC
INCREASED
Shares4,679 from 3,440
Change+1,239 (+36%)
Value$404.6K (+$89.6K)
Filed 2026-10-29
Patten Group, Inc.
INCREASED
Shares4,641 from 4,444
Change+197 (+4%)
Value$401.4K (-$5.6K)
Filed 2026-10-26
tru Independence LLC
DECREASED
Shares4,640 from 4,664
Change-24 (-1%)
Value$401.3K (-$25.8K)
Filed 2026-10-20
Independent Financial Group, LLC
DECREASED
Shares4,515 from 4,584
Change-69 (-2%)
Value$390.4K (-$29.3K)
Filed 2026-10-13
Key Client Fiduciary Advisors, LLC
DECREASED
Shares4,515 from 4,529
Change-14 (0%)
Value$390.5K (-$24.2K)
Filed 2026-10-19
Flagship Harbor Advisors, LLC
UNCHANGED
Shares4,400 from 4,400
Change0 (0%)
Value$380.5K (-$22.4K)
Filed 2026-10-26
Cyndeo Wealth Partners, LLC
DECREASED
Shares4,321 from 4,455
Change-134 (-3%)
Value$373.7K (-$34.3K)
Filed 2026-10-16
Silver Grove Financial Group, Inc.
DECREASED
Shares4,192 from 4,226
Change-34 (-1%)
Value$362.5K (-$24.4K)
Filed 2026-11-05
TriaGen Wealth Management LLC
UNCHANGED
Shares4,165 from 4,165
Change0 (0%)
Value$360.2K (-$21.2K)
Filed 2026-10-14
WealthBridge Capital Management, LLC
INCREASED
Shares4,158 from 4,142
Change+16 (+0%)
Value$359.6K (-$19.7K)
Filed 2026-10-16
Hartford Financial Management Inc.
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$345.9K (-$20.4K)
Filed 2026-10-21
Montis Financial, LLC
INCREASED
Shares3,964 from 3,956
Change+8 (+0%)
Value$342.8K (-$19.5K)
Filed 2026-11-04
Prospera Financial Services Inc
DECREASED
Shares3,848 from 3,895
Change-47 (-1%)
Value$353.7K (-$3.1K)
Filed 2026-11-04
Concurrent Investment Advisors, LLC
NEW
Shares3,847
Change+3,847
Value$332.7K
Filed 2026-10-16
KPP Advisory Services LLC
UNCHANGED
Shares3,839 from 3,839
Change0 (0%)
Value$332.0K (-$19.5K)
Filed 2026-10-26
Victory Financial Group, LLC
INCREASED
Shares3,824 from 3,589
Change+235 (+7%)
Value$330.7K (+$2.1K)
Filed 2026-10-27
B. Riley Wealth Advisors, Inc.
UNCHANGED
Shares3,669 from 3,669
Change0 (0%)
Value$317.3K (-$20.1K)
Filed 2026-10-13
Well Done, LLC
DECREASED
Shares3,449 from 4,194
Change-745 (-18%)
Value$298.3K (-$85.8K)
Filed 2026-10-20
Rossmore Private Capital
UNCHANGED
Shares3,425 from 3,425
Change0 (0%)
Value$296.2K (-$17.4K)
Filed 2026-10-27
Acorn Wealth Advisors, LLC
INCREASED
Shares3,382 from 3,168
Change+214 (+7%)
Value$292.5K (+$2.3K)
Filed 2026-10-19
Martin Capital Partners, LLC
INCREASED
Shares3,354 from 3,263
Change+91 (+3%)
Value$290.1K (-$8.7K)
Filed 2026-10-07
Ticino Wealth
DECREASED
Shares3,347 from 3,647
Change-300 (-8%)
Value$289.5K (-$44.5K)
Filed 2026-10-13
Financial Partners Group, Inc
NEW
Shares3,296
Change+3,296
Value$285.1K
Filed 2026-10-19
Essex Bank
UNCHANGED
Shares3,258 from 3,258
Change0 (0%)
Value$281.7K (-$16.6K)
Filed 2026-10-16
Chicago Partners Investment Group LLC
DECREASED
Shares3,200 from 4,725
Change-1,525 (-32%)
Value$287.9K (-$151.5K)
Filed 2026-10-27
Bank of New York Mellon Corp
NEW
Shares3,157
Change+3,157
Value$273.0K
Filed 2026-11-05
Cullen T Bankers, Inc.
INCREASED
Shares3,113 from 2,869
Change+244 (+9%)
Value$269.2K (+$6.5K)
Filed 2026-10-28
Gilpin Wealth Management, LLC
DECREASED
Shares3,000 from 3,270
Change-270 (-8%)
Value$259.4K (-$40.0K)
Filed 2026-10-09
Lyell Wealth Management, LP
UNCHANGED
Shares2,866 from 2,866
Change0 (0%)
Value$247.9K (-$14.6K)
Filed 2026-10-30
QTR Family Wealth, LLC
INCREASED
Shares2,796 from 2,788
Change+8 (+0%)
Value$241.8K (-$13.5K)
Filed 2026-11-02
Spire Wealth Management
DECREASED
Shares2,571 from 2,671
Change-100 (-4%)
Value$222.4K (-$22.3K)
Filed 2026-10-30
Centerpoint Advisory Group
UNCHANGED
Shares2,418 from 2,418
Change0 (0%)
Value$209.1K (-$12.3K)
Filed 2026-10-23
Private Trust Co NA
INCREASED
Shares2,362 from 2,356
Change+6 (+0%)
Value$204.3K (-$11.5K)
Filed 2026-10-20
Sovran Advisors, LLC
UNCHANGED
Shares2,269 from 2,269
Change0 (0%)
Value$208.3K (-$8.5K)
Filed 2026-11-02
Gamma Investing LLC
UNCHANGED
Shares2,025 from 2,025
Change0 (0%)
Value$175.1K (-$10.3K)
Filed 2026-10-08
Mowery & Schoenfeld Wealth Management, LLC
NEW
Shares1,656
Change+1,656
Value$143.2K
Filed 2026-10-28
Assetmark, Inc
INCREASED
Shares1,383 from 193
Change+1,190 (+617%)
Value$119.6K (+$101.9K)
Filed 2026-10-21
Farther Finance Advisors, LLC
UNCHANGED
Shares1,014 from 1,014
Change0 (0%)
Value$87.7K (-$5.2K)
Filed 2026-10-08
Larson Financial Group LLC
INCREASED
Shares856 from 842
Change+14 (+2%)
Value$74.0K (-$3.1K)
Filed 2026-11-05
Ascentis Independent Advisors
NEW
Shares835
Change+835
Value$72.2K
Filed 2026-11-03
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares798 from 798
Change0 (0%)
Value$69.1K (-$4.1K)
Filed 2026-10-23
Asset Dedication, LLC
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$38.9K (-$2.3K)
Filed 2026-11-03
TD Waterhouse Canada Inc.
UNCHANGED
Shares380 from 380
Change0 (0%)
Value$33.1K (-$1.8K)
Filed 2026-10-16
Bfsg, LLC
UNCHANGED
Shares351 from 351
Change0 (0%)
Value$30.4K (-$1.8K)
Filed 2026-10-30
IFP Advisors, Inc
DECREASED
Shares336 from 382
Change-46 (-12%)
Value$29.1K (-$5.9K)
Filed 2026-10-16
United Community Bank
NEW
Shares300
Change+300
Value$25.9K
Filed 2026-10-28
Sunrise Financial Services, LLC
UNCHANGED
Shares270 from 270
Change0 (0%)
Value$23.4K (-$1.4K)
Filed 2026-10-21
Buck Wealth Strategies, LLC
INCREASED
Shares243 from 242
Change+1 (+0%)
Value$21.0K (-$1.1K)
Filed 2026-10-28
Rosenberg Matthew Hamilton
UNCHANGED
Shares192 from 192
Change0 (0%)
Value$16.6K (-$977)
Filed 2026-10-05
Nemes Rush Group LLC
UNCHANGED
Shares177 from 177
Change0 (0%)
Value$15.3K (-$901)
Filed 2026-11-04
Signature Equity Partners, LLC
INCREASED
Shares175 from 174
Change+1 (+1%)
Value$15.1K (-$818)
Filed 2026-10-29
Armstrong Advisory Group, Inc
UNCHANGED
Shares148 from 148
Change0 (0%)
Value$12.8K (-$753)
Filed 2026-10-09
Hazlett, Burt & Watson, Inc.
NEW
Shares108
Change+108
Value$10
Filed 2026-11-04
Pinnacle Bancorp, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$8.6K (-$509)
Filed 2026-10-21
1620 Investment Advisors, Inc.
NEW
Shares90
Change+90
Value$7.8K
Filed 2026-11-04
Root Financial Partners, LLC
NEW
Shares54
Change+54
Value$4.7K
Filed 2026-10-21
GK Wealth Management LLC
NEW
Shares20
Change+20
Value$1.7K
Filed 2026-10-09
Main Street Group, LTD
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$1.3K (-$77)
Filed 2026-10-28
EverSource Wealth Advisors, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.0K (-$61)
Filed 2026-11-04
Citigroup Inc
NEW
Shares9
Change+9
Value$778
Filed 2026-11-04
Valley National Advisers Inc
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$692 (-$41)
Filed 2026-10-23
Brookstone Capital Management
CLOSED
Shares0 from 30,521
Change-30,521 (-100%)
Value$0 (-$2.8M)
Filed 2026-10-22
Meridian Financial Advisors, LLC
CLOSED
Shares0 from 2,263
Change-2,263 (-100%)
Value$0 (-$207.2K)
Filed 2026-10-14
Marin Bay Wealth Advisors, LLC
CLOSED
Shares0 from 2,240
Change-2,240 (-100%)
Value$0 (-$205.2K)
Filed 2026-10-28
Obsidian CIO, LLC
CLOSED
Shares0 from 2,187
Change-2,187 (-100%)
Value$0 (-$200.3K)
Filed 2026-11-05
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,413
Change-1,413 (-100%)
Value$0 (-$129.5K)
Filed 2026-11-02
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 261
Change-261 (-100%)
Value$0 (-$23.9K)
Filed 2026-10-26
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$772)
Filed 2026-10-29
Cape Investment Advisory, Inc.
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$458)
Filed 2026-10-13
Morgan Stanley
N/A
Shares— from 2,212,869
Change-2,212,869 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 1,935,688
Change-1,935,688 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 651,902
Change-651,902 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 632,633
Change-632,633 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 627,671
Change-627,671 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 506,627
Change-506,627 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 391,106
Change-391,106 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 303,226
Change-303,226 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 300,972
Change-300,972 (-100%)
Value—
UBS Group AG
N/A
Shares— from 265,460
Change-265,460 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 259,799
Change-259,799 (-100%)
Value—
&partners
N/A
Shares— from 253,581
Change-253,581 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 231,524
Change-231,524 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 136,654
Change-136,654 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 134,126
Change-134,126 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 126,373
Change-126,373 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 107,264
Change-107,264 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 89,314
Change-89,314 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 80,021
Change-80,021 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 72,813
Change-72,813 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 70,148
Change-70,148 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 66,354
Change-66,354 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 61,148
Change-61,148 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 60,630
Change-60,630 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 58,100
Change-58,100 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 57,754
Change-57,754 (-100%)
Value—
Jacobi Capital Management LLC
N/A
Shares— from 55,814
Change-55,814 (-100%)
Value—
Blair William & Co
N/A
Shares— from 51,132
Change-51,132 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 49,829
Change-49,829 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 46,318
Change-46,318 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 44,750
Change-44,750 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 42,337
Change-42,337 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 41,177
Change-41,177 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 41,094
Change-41,094 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 40,523
Change-40,523 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 39,910
Change-39,910 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 39,901
Change-39,901 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 37,560
Change-37,560 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 37,425
Change-37,425 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 29,470
Change-29,470 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 29,015
Change-29,015 (-100%)
Value—
Biondo Investment Advisors, LLC
N/A
Shares— from 28,944
Change-28,944 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 23,371
Change-23,371 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 21,804
Change-21,804 (-100%)
Value—
PMG Wealth Management, Inc.
N/A
Shares— from 21,390
Change-21,390 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 20,594
Change-20,594 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 19,559
Change-19,559 (-100%)
Value—
Tower Wealth Partners, Inc.
N/A
Shares— from 19,004
Change-19,004 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 18,485
Change-18,485 (-100%)
Value—
Royal Capital Wealth Management, LLC
N/A
Shares— from 16,445
Change-16,445 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 15,862
Change-15,862 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 15,830
Change-15,830 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 15,579
Change-15,579 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 15,564
Change-15,564 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 13,785
Change-13,785 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 11,964
Change-11,964 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 11,827
Change-11,827 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 11,772
Change-11,772 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 11,502
Change-11,502 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 10,460
Change-10,460 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 10,204
Change-10,204 (-100%)
Value—
FMR LLC
N/A
Shares— from 10,031
Change-10,031 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 9,906
Change-9,906 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 9,810
Change-9,810 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 9,580
Change-9,580 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 9,435
Change-9,435 (-100%)
Value—
Intentional Wealth Strategies, LLC
N/A
Shares— from 9,218
Change-9,218 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 8,315
Change-8,315 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 7,860
Change-7,860 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 6,484
Change-6,484 (-100%)
Value—
Perspective Wealth Advisors LLC
N/A
Shares— from 6,443
Change-6,443 (-100%)
Value—
Fifth Third Bancorp
N/A
Shares— from 6,420
Change-6,420 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 6,370
Change-6,370 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 6,188
Change-6,188 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 5,941
Change-5,941 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 5,504
Change-5,504 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 4,906
Change-4,906 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 4,900
Change-4,900 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 4,806
Change-4,806 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 4,767
Change-4,767 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 4,602
Change-4,602 (-100%)
Value—
Keystone Financial Services, LLC
N/A
Shares— from 4,374
Change-4,374 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 4,125
Change-4,125 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 4,076
Change-4,076 (-100%)
Value—
WMS Group LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 3,780
Change-3,780 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 3,517
Change-3,517 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 3,446
Change-3,446 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 3,235
Change-3,235 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 3,175
Change-3,175 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 3,163
Change-3,163 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 2,695
Change-2,695 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 2,631
Change-2,631 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 2,594
Change-2,594 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 2,535
Change-2,535 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 2,513
Change-2,513 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 2,484
Change-2,484 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 2,484
Change-2,484 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 2,468
Change-2,468 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 2,451
Change-2,451 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 2,436
Change-2,436 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 2,225
Change-2,225 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 2,207
Change-2,207 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 2,186
Change-2,186 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 2,165
Change-2,165 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,434
Change-1,434 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 1,336
Change-1,336 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,239
Change-1,239 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 1,038
Change-1,038 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 1,037
Change-1,037 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,027
Change-1,027 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,005
Change-1,005 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 935
Change-935 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 828
Change-828 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 803
Change-803 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 611
Change-611 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 400
Change-400 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 284
Change-284 (-100%)
Value—
Central Trust Co
N/A
Shares— from 222
Change-222 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 217
Change-217 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 204
Change-204 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 167
Change-167 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 142
Change-142 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 134
Change-134 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 91
Change-91 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 88
Change-88 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 87
Change-87 (-100%)
Value—
First Command Advisory Services, Inc.
N/A
Shares— from 85
Change-85 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 12
Change-12 (-100%)
Value—
Status
Toth Financial Advisory Corp
DECREASED230,058233,281-3,223-1%$21.4M$19.9M-$1.5M2026-10-08
Commonwealth Equity Services, LLC
DECREASED127,490188,567-61,077-32%$17.3M$11.0M-$6.2M2026-11-02
Bucket List Wealth Management, LLC
INCREASED114,654109,479+5,175+5%$10.0M$9.9M-$109.7K2026-10-22
Confluence Investment Management LLC
NEW68,996—+68,996——$6.0M—2026-10-01
Cambridge Investment Research Advisors, Inc.
DECREASED64,80080,468-15,668-19%$7.4M$5.6K-$7.4M2026-11-02
Capital Advisors, Ltd. LLC
INCREASED53,49653,470+26+0%$4.9K$4.6K-$2702026-10-27
Premier Path Wealth Partners, LLC
INCREASED50,10635,676+14,430+40%$3.3M$4.3M+$1.1M2026-10-16
Connecticut Wealth Management, LLC
DECREASED49,83251,391-1,559-3%$4.7M$4.3M-$396.4K2026-10-13
LMG Wealth Partners, LLC
DECREASED43,54946,369-2,820-6%$4.2M$3.8M-$479.9K2026-11-05
Landmark Wealth Management, LLC
INCREASED43,04442,336+708+2%$3.9M$3.7M-$154.2K2026-11-03
United Advisor Group, LLC
DECREASED37,37838,195-817-2%$3.5M$3.2M-$265.1K2026-11-03
Pinnacle Associates LTD
DECREASED36,87338,295-1,422-4%$3.5M$3.2M-$317.9K2026-10-20
Truist Financial Corp
DECREASED36,61536,704-890%$3.4M$3.2M-$194.5K2026-10-30
Clear Creek Financial Management, LLC
INCREASED36,06831,572+4,496+14%$2.9M$3.1M+$228.1K2026-10-28
Dynamic Advisor Solutions LLC
INCREASED30,74828,983+1,765+6%$2.7M$2.7M+$5.1K2026-10-13
R2 Capital Strategies, LLC
INCREASED30,55228,810+1,742+6%$2.6M$2.6M+$4.0K2026-10-15
Visionary Wealth Advisors
INCREASED28,64122,223+6,418+29%$2.0M$2.5M+$441.9K2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED26,88224,495+2,387+10%$2.2M$2.4M+$103.4K2026-10-13
Verus Capital Partners, LLC
INCREASED21,77421,070+704+3%$1.9M$1.9M-$46.4K2026-11-03
Nations Financial Group Inc,
INCREASED17,66016,920+740+4%$1.5M$1.5M-$22.2K2026-11-05
Mlp3, LLC
INCREASED16,52316,504+19+0%$1.5M$1.4M-$82.4K2026-10-22
Wedbush Securities Inc
INCREASED14,90114,457+444+3%$1.3M$1.3K-$1.3M2026-10-22
Kestra Advisory Services, LLC
INCREASED14,2686,229+8,039+129%$570.3K$1.2M+$663.5K2026-11-02
Roman Butler Fullerton & Co
DECREASED14,12414,452-328-2%$1.3M$1.3M-$81.3K2026-10-27
Anson Capital, Inc.
INCREASED14,05512,577+1,478+12%$1.2M$1.2M+$63.8K2026-10-23
Atlas Brown,Inc.
DECREASED13,79313,902-109-1%$1.3M$1.2M-$80.1K2026-10-09
Quad-Cities Investment Group, LLC
DECREASED13,03113,096-650%$1.2M$1.1M-$72.3K2026-10-16
KOM Wealth Management Group, LLC
DECREASED12,65538,098-25,443-67%$3.5M$1.1M-$2.4M2026-10-15
MSH Capital Advisors LLC
DECREASED11,27613,776-2,500-18%$1.3M$975.2K-$286.3K2026-11-03
Creative Planning
INCREASED11,08710,513+574+5%$962.7K$958.8K-$3.9K2026-11-02
Tempus Wealth Planning, LLC
INCREASED10,9649,470+1,494+16%$867.2K$948.2K+$81.0K2026-10-14
Kraematon Investment Advisors, Inc
DECREASED10,71111,013-302-3%$1.0M$926.3K-$82.2K2026-11-02
Signature Wealth Management Partners, LLC
INCREASED10,4689,290+1,178+13%$850.7K$905.3K+$54.6K2026-10-21
Clarus Wealth Advisors
INCREASED10,34310,196+147+1%$924.5K$902.6K-$22.0K2026-10-13
Capital Investment Advisors, LLC
DECREASED8,6028,992-390-4%$823.4K$743.9K-$79.5K2026-10-22
Northwest Financial Advisors
INCREASED8,6008,595+5+0%$787.0K$743.8K-$43.3K2026-10-27
Davenport & Co LLC
INCREASED8,4075,582+2,825+51%$511.1K$727.0K+$215.9K2026-10-14
Parcion Private Wealth LLC
UNCHANGED8,3458,34500%$764.1K$721.6K-$42.5K2026-10-28
J.W. Cole Advisors, Inc.
INCREASED7,6537,370+283+4%$674.9K$661.8K-$13.1K2026-11-05
CFS Investment Advisory Services, LLC
DECREASED7,5937,633-40-1%$704.7K$666.6K-$38.1K2026-10-19
Key FInancial Inc
DECREASED7,5018,514-1,013-12%$779.6K$648.7K-$130.9K2026-11-02
Kestra Private Wealth Services, LLC
DECREASED7,4588,036-578-7%$735.9K$645.0K-$90.9K2026-10-30
RDA Financial Network
DECREASED7,4548,189-735-9%$749.9K$644.6K-$105.2K2026-10-15
WealthPlan Investment Management, LLC
DECREASED7,02210,723-3,701-35%$981.9K$607.3K-$374.6K2026-10-15
Heritage Wealth Management, Inc.
UNCHANGED6,3246,32400%$579.1K$546.9K-$32.2K2026-10-28
S.A. Mason LLC
INCREASED5,8895,884+5+0%$538.8K$509.3K-$29.5K2026-10-13
Steel Grove Capital Advisors, LLC
DECREASED5,8716,556-685-10%$600.4K$507.8K-$92.6K2026-10-13
Mystic Asset Management, Inc.
UNCHANGED5,8455,84500%$535.2K$505.5K-$29.8K2026-10-15
Wesbanco Bank Inc
DECREASED5,7695,801-32-1%$531.3K$499.0K-$32.3K2026-11-04
Sowell Financial Services LLC
INCREASED5,6305,322+308+6%$487.4K$486.9K-$4592026-10-23
Redhawk Wealth Advisors, Inc.
DECREASED5,3295,479-150-3%$501.7K$460.9K-$40.8K2026-10-14
US Bancorp \de\
UNCHANGED5,2585,25800%$481.5K$454.7K-$26.8K2026-11-05
Harbor Investment Advisory, LLC
UNCHANGED5,0905,09000%$466.1K$440.2K-$25.9K2026-10-13
StoneX Group Inc.
NEW5,049—+5,049——$437.1K—2026-11-03
Oppenheimer & Co Inc
INCREASED4,9004,819+81+2%$441.3K$423.8K-$17.5K2026-10-26
Pathway Financial Advisers, LLC
DECREASED4,8914,934-43-1%$451.8K$423.0K-$28.8K2026-10-27
Retirement Planning Co of New England, Inc.
DECREASED4,8835,018-135-3%$459.5K$422.3K-$37.2K2026-10-15
Seven Hills Financial, LLC
NEW4,848—+4,848——$419.3K—2026-10-13
Integrity Advisory Solutions, LLC
INCREASED4,6793,440+1,239+36%$315.0K$404.6K+$89.6K2026-10-29
Patten Group, Inc.
INCREASED4,6414,444+197+4%$406.9K$401.4K-$5.6K2026-10-26
tru Independence LLC
DECREASED4,6404,664-24-1%$427.1K$401.3K-$25.8K2026-10-20
Independent Financial Group, LLC
DECREASED4,5154,584-69-2%$419.8K$390.4K-$29.3K2026-10-13
Key Client Fiduciary Advisors, LLC
DECREASED4,5154,529-140%$414.7K$390.5K-$24.2K2026-10-19
Flagship Harbor Advisors, LLC
UNCHANGED4,4004,40000%$402.9K$380.5K-$22.4K2026-10-26
Cyndeo Wealth Partners, LLC
DECREASED4,3214,455-134-3%$407.9K$373.7K-$34.3K2026-10-16
Silver Grove Financial Group, Inc.
DECREASED4,1924,226-34-1%$386.9K$362.5K-$24.4K2026-11-05
TriaGen Wealth Management LLC
UNCHANGED4,1654,16500%$381.4K$360.2K-$21.2K2026-10-14
WealthBridge Capital Management, LLC
INCREASED4,1584,142+16+0%$379.3K$359.6K-$19.7K2026-10-16
Hartford Financial Management Inc.
UNCHANGED4,0004,00000%$366.3K$345.9K-$20.4K2026-10-21
Montis Financial, LLC
INCREASED3,9643,956+8+0%$362.2K$342.8K-$19.5K2026-11-04
Prospera Financial Services Inc
DECREASED3,8483,895-47-1%$356.8K$353.7K-$3.1K2026-11-04
Concurrent Investment Advisors, LLC
NEW3,847—+3,847——$332.7K—2026-10-16
KPP Advisory Services LLC
UNCHANGED3,8393,83900%$351.5K$332.0K-$19.5K2026-10-26
Victory Financial Group, LLC
INCREASED3,8243,589+235+7%$328.7K$330.7K+$2.1K2026-10-27
B. Riley Wealth Advisors, Inc.
UNCHANGED3,6693,66900%$337.4K$317.3K-$20.1K2026-10-13
Well Done, LLC
DECREASED3,4494,194-745-18%$384.0K$298.3K-$85.8K2026-10-20
Rossmore Private Capital
UNCHANGED3,4253,42500%$313.6K$296.2K-$17.4K2026-10-27
Acorn Wealth Advisors, LLC
INCREASED3,3823,168+214+7%$290.1K$292.5K+$2.3K2026-10-19
Martin Capital Partners, LLC
INCREASED3,3543,263+91+3%$298.8K$290.1K-$8.7K2026-10-07
Ticino Wealth
DECREASED3,3473,647-300-8%$334.0K$289.5K-$44.5K2026-10-13
Financial Partners Group, Inc
NEW3,296—+3,296——$285.1K—2026-10-19
Essex Bank
UNCHANGED3,2583,25800%$298.3K$281.7K-$16.6K2026-10-16
Chicago Partners Investment Group LLC
DECREASED3,2004,725-1,525-32%$439.3K$287.9K-$151.5K2026-10-27
Bank of New York Mellon Corp
NEW3,157—+3,157——$273.0K—2026-11-05
Cullen T Bankers, Inc.
INCREASED3,1132,869+244+9%$262.7K$269.2K+$6.5K2026-10-28
Gilpin Wealth Management, LLC
DECREASED3,0003,270-270-8%$299.4K$259.4K-$40.0K2026-10-09
Lyell Wealth Management, LP
UNCHANGED2,8662,86600%$262.4K$247.9K-$14.6K2026-10-30
QTR Family Wealth, LLC
INCREASED2,7962,788+8+0%$255.3K$241.8K-$13.5K2026-11-02
Spire Wealth Management
DECREASED2,5712,671-100-4%$244.6K$222.4K-$22.3K2026-10-30
Centerpoint Advisory Group
UNCHANGED2,4182,41800%$221.4K$209.1K-$12.3K2026-10-23
Private Trust Co NA
INCREASED2,3622,356+6+0%$215.7K$204.3K-$11.5K2026-10-20
Sovran Advisors, LLC
UNCHANGED2,2692,26900%$216.8K$208.3K-$8.5K2026-11-02
Gamma Investing LLC
UNCHANGED2,0252,02500%$185.4K$175.1K-$10.3K2026-10-08
Mowery & Schoenfeld Wealth Management, LLC
NEW1,656—+1,656——$143.2K—2026-10-28
Assetmark, Inc
INCREASED1,383193+1,190+617%$17.6K$119.6K+$101.9K2026-10-21
Farther Finance Advisors, LLC
UNCHANGED1,0141,01400%$92.9K$87.7K-$5.2K2026-10-08
Larson Financial Group LLC
INCREASED856842+14+2%$77.1K$74.0K-$3.1K2026-11-05
Ascentis Independent Advisors
NEW835—+835——$72.2K—2026-11-03
Dhjj Financial Advisors, Ltd.
UNCHANGED79879800%$73.1K$69.1K-$4.1K2026-10-23
Asset Dedication, LLC
UNCHANGED45045000%$41.2K$38.9K-$2.3K2026-11-03
TD Waterhouse Canada Inc.
UNCHANGED38038000%$34.9K$33.1K-$1.8K2026-10-16
Bfsg, LLC
UNCHANGED35135100%$32.1K$30.4K-$1.8K2026-10-30
IFP Advisors, Inc
DECREASED336382-46-12%$35.0K$29.1K-$5.9K2026-10-16
United Community Bank
NEW300—+300——$25.9K—2026-10-28
Sunrise Financial Services, LLC
UNCHANGED27027000%$24.7K$23.4K-$1.4K2026-10-21
Buck Wealth Strategies, LLC
INCREASED243242+1+0%$22.2K$21.0K-$1.1K2026-10-28
Rosenberg Matthew Hamilton
UNCHANGED19219200%$17.6K$16.6K-$9772026-10-05
Nemes Rush Group LLC
UNCHANGED17717700%$16.2K$15.3K-$9012026-11-04
Signature Equity Partners, LLC
INCREASED175174+1+1%$15.9K$15.1K-$8182026-10-29
Armstrong Advisory Group, Inc
UNCHANGED14814800%$13.6K$12.8K-$7532026-10-09
Hazlett, Burt & Watson, Inc.
NEW108—+108——$10—2026-11-04
Pinnacle Bancorp, Inc.
UNCHANGED10010000%$9.2K$8.6K-$5092026-10-21
1620 Investment Advisors, Inc.
NEW90—+90——$7.8K—2026-11-04
Root Financial Partners, LLC
NEW54—+54——$4.7K—2026-10-21
GK Wealth Management LLC
NEW20—+20——$1.7K—2026-10-09
Main Street Group, LTD
UNCHANGED151500%$1.4K$1.3K-$772026-10-28
EverSource Wealth Advisors, LLC
UNCHANGED121200%$1.1K$1.0K-$612026-11-04
Citigroup Inc
NEW9—+9——$778—2026-11-04
Valley National Advisers Inc
UNCHANGED8800%$733$692-$412026-10-23
Brookstone Capital Management
CLOSED030,521-30,521-100%$2.8M$0-$2.8M2026-10-22
Meridian Financial Advisors, LLC
CLOSED02,263-2,263-100%$207.2K$0-$207.2K2026-10-14
Marin Bay Wealth Advisors, LLC
CLOSED02,240-2,240-100%$205.2K$0-$205.2K2026-10-28
Obsidian CIO, LLC
CLOSED02,187-2,187-100%$200.3K$0-$200.3K2026-11-05
International Assets Investment Management, LLC
CLOSED01,413-1,413-100%$129.5K$0-$129.5K2026-11-02
Vermillion Wealth Management, Inc.
CLOSED0261-261-100%$23.9K$0-$23.9K2026-10-26
Spectrum Wealth Advisory Group, LLC
CLOSED08-8-100%$772$0-$7722026-10-29
Cape Investment Advisory, Inc.
CLOSED05-5-100%$458$0-$4582026-10-13
Morgan Stanley
N/A—2,212,869-2,212,869-100%$202.6M———
Coldstream Capital Management Inc
N/A—1,935,688-1,935,688-100%$177.3M———
Raymond James Financial Inc
N/A—651,902-651,902-100%$59.7M———
Northwestern Mutual Wealth Management Co
N/A—632,633-632,633-100%$57.9M———
LPL Financial LLC
N/A—627,671-627,671-100%$57.5M———
Bank of America Corp
N/A—506,627-506,627-100%$46.4M———
Wells Fargo & Company
N/A—391,106-391,106-100%$35.8M———
Royal Bank of Canada
N/A—303,226-303,226-100%$27.8M———
Baird Financial Group, Inc.
N/A—300,972-300,972-100%$27.6M———
UBS Group AG
N/A—265,460-265,460-100%$24.3M———
Modern Wealth Management, LLC
N/A—259,799-259,799-100%$23.8M———
&partners
N/A—253,581-253,581-100%$23.3M———
Ameriprise Financial Inc
N/A—231,524-231,524-100%$21.2M———
FAS Wealth Partners, Inc.
N/A—136,654-136,654-100%$12.5M———
Envestnet Asset Management Inc
N/A—134,126-134,126-100%$12.3M———
Osaic Holdings, Inc.
N/A—126,373-126,373-100%$11.6M———
Dogwood Wealth Management LLC
N/A—107,264-107,264-100%$9.8M———
Jones Financial Companies Lllp
N/A—89,314-89,314-100%$8.3M———
Smith, Moore & Co.
N/A—80,021-80,021-100%$7.3M———
Pathstone Holdings, LLC
N/A—72,813-72,813-100%$6.7M———
Stifel Financial Corp
N/A—70,148-70,148-100%$6.4M———
Janney Montgomery Scott LLC
N/A—66,354-66,354-100%$6.1M———
Cascade Financial Partners, LLC
N/A—61,148-61,148-100%$5.6M———
Cetera Investment Advisers
N/A—60,630-60,630-100%$5.6M———
Silver OAK Securities, Incorporated
N/A—58,100-58,100-100%$5.3M———
Gladstone Institutional Advisory LLC
N/A—57,754-57,754-100%$5.3M———
Jacobi Capital Management LLC
N/A—55,814-55,814-100%$5.1M———
Blair William & Co
N/A—51,132-51,132-100%$4.7M———
Sanctuary Advisors, LLC
N/A—49,829-49,829-100%$4.6M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—46,318-46,318-100%$4.2M———
World Investment Advisors
N/A—44,750-44,750-100%$3.9M———
BFC Planning, Inc.
N/A—42,337-42,337-100%$3.9M———
Merit Financial Group, LLC
N/A—41,177-41,177-100%$3.8M———
Avant Capital LLC
N/A—41,094-41,094-100%$3.8M———
Harbour Investments, Inc.
N/A—40,523-40,523-100%$3.7M———
Benjamin Edwards Inc
N/A—39,910-39,910-100%$3.7M———
Rockefeller Capital Management L.P.
N/A—39,901-39,901-100%$3.7M———
Essex Financial Services, Inc.
N/A—37,560-37,560-100%$3.4M———
Ameritas Advisory Services, LLC
N/A—37,425-37,425-100%$3.4M———
Summit Wealth Partners, LLC
N/A—29,470-29,470-100%$2.7M———
Principal Securities, Inc.
N/A—29,015-29,015-100%$2.7M———
Biondo Investment Advisors, LLC
N/A—28,944-28,944-100%$2.7M———
HighTower Advisors, LLC
N/A—23,371-23,371-100%$2.1M———
Core Wealth Advisors, Inc.
N/A—21,804-21,804-100%$2.0M———
PMG Wealth Management, Inc.
N/A—21,390-21,390-100%$2.0M———
O'shaughnessy Asset Management, LLC
N/A—20,594-20,594-100%$1.9M———
Susquehanna International Group, LLP
N/A—19,559-19,559-100%$1.8M———
Tower Wealth Partners, Inc.
N/A—19,004-19,004-100%$1.7M———
PFG Investments, LLC
N/A—18,485-18,485-100%$1.7M———
Royal Capital Wealth Management, LLC
N/A—16,445-16,445-100%$1.5M———
Virtu Financial LLC
N/A—15,862-15,862-100%$1.5M———
Mercer Global Advisors Inc
N/A—15,830-15,830-100%$1.4M———
Private Advisor Group, LLC
N/A—15,579-15,579-100%$1.4M———
NewEdge Advisors, LLC
N/A—15,564-15,564-100%$1.4M———
Intrepid Financial Planning Group LLC
N/A—13,785-13,785-100%$1.3M———
MML Investors Services, LLC
N/A—11,964-11,964-100%$1.1M———
Hollencrest Capital Management
N/A—11,827-11,827-100%$1.1M———
PNC Financial Services Group, Inc.
N/A—11,772-11,772-100%$1.1M———
Waverly Advisors, LLC
N/A—11,502-11,502-100%$1.1M———
Nova Wealth Management, Inc.
N/A—10,460-10,460-100%$957.8K———
Jackson, Grant Investment Advisers, Inc.
N/A—10,204-10,204-100%$934.4K———
FMR LLC
N/A—10,031-10,031-100%$918.6K———
Steward Partners Investment Advisory, LLC
N/A—9,906-9,906-100%$907.1K———
Cozad Asset Management Inc
N/A—9,810-9,810-100%$898.3K———
NewEdge Wealth, LLC
N/A—9,580-9,580-100%$877.2K———
Harvest Investment Services, LLC
N/A—9,435-9,435-100%$864.0K———
Intentional Wealth Strategies, LLC
N/A—9,218-9,218-100%$844.1K———
XTX Topco Ltd
N/A—8,315-8,315-100%$761.4K———
L & S Advisors Inc
N/A—7,860-7,860-100%$719.7K———
Westfuller Advisors, LLC
N/A—6,484-6,484-100%$593.7K———
Perspective Wealth Advisors LLC
N/A—6,443-6,443-100%$590.0K———
Fifth Third Bancorp
N/A—6,420-6,420-100%$587.9K———
Geneos Wealth Management Inc.
N/A—6,370-6,370-100%$583.3K———
AQR Capital Management LLC
N/A—6,188-6,188-100%$566.6K———
Great Valley Advisor Group, Inc.
N/A—5,941-5,941-100%$544.1K———
JPMorgan Chase & Co
N/A—5,504-5,504-100%$506.1K———
PSI Advisors, LLC
N/A—4,906-4,906-100%$449.2K———
Two Sigma Investments, LP
N/A—4,900-4,900-100%$448.7K———
Integrated Wealth Concepts LLC
N/A—4,806-4,806-100%$440.1K———
Headinvest, LLC
N/A—4,767-4,767-100%$436.5K———
Equitable Holdings, Inc.
N/A—4,602-4,602-100%$421.4K———
Keystone Financial Services, LLC
N/A—4,374-4,374-100%$400.6K———
Azimuth Capital Investment Management LLC
N/A—4,125-4,125-100%$377.7K———
Cofg Advisors, LLC
N/A—4,076-4,076-100%$373.2K———
WMS Group LLC
N/A—4,000-4,000-100%$366.3K———
Caldwell Sutter Capital, Inc.
N/A—3,780-3,780-100%$346.1K———
Moors & Cabot, Inc.
N/A—3,517-3,517-100%$322.1K———
Mariner, LLC
N/A—3,446-3,446-100%$315.6K———
Huntington National Bank
N/A—3,235-3,235-100%$296.2K———
Bessemer Group Inc
N/A—3,175-3,175-100%$291.0K———
American Money Management, LLC
N/A—3,163-3,163-100%$289.6K———
Duncan Williams Asset Management, LLC
N/A—2,695-2,695-100%$246.8K———
Advisory Services Network, LLC
N/A—2,631-2,631-100%$240.9K———
Fortis Capital Management LLC
N/A—2,594-2,594-100%$237.5K———
Empire Financial Management Company, LLC
N/A—2,535-2,535-100%$232.1K———
Thoroughbred Financial Services, LLC
N/A—2,513-2,513-100%$230.0K———
Brown Advisory Inc
N/A—2,500-2,500-100%$228.9K———
Quantinno Capital Management LP
N/A—2,484-2,484-100%$227.5K———
Mission Hills Financial Advisory, LLC
N/A—2,484-2,484-100%$227.4K———
IHT Wealth Management, LLC
N/A—2,468-2,468-100%$225.9K———
Savvy Advisors, Inc.
N/A—2,451-2,451-100%$224.4K———
Howe & Rusling Inc
N/A—2,436-2,436-100%$223.1K———
Atlas Wealth LLC
N/A—2,225-2,225-100%$203.7K———
Ausdal Financial Partners, Inc.
N/A—2,207-2,207-100%$202.1K———
UBS Asset Management Americas LLC
N/A—2,186-2,186-100%$200.2K———
Fiduciary Financial Advisors
N/A—2,165-2,165-100%$198.4K———
Tower Research Capital LLC (TRC)
N/A—1,434-1,434-100%$131.3K———
Clearstead Advisors, LLC
N/A—1,350-1,350-100%$123.6K———
Centaurus Financial, Inc.
N/A—1,336-1,336-100%$122.0K———
Global Retirement Partners, LLC
N/A—1,239-1,239-100%$113.5K———
Russell Investments Group, Ltd.
N/A—1,038-1,038-100%$95.1K———
Whittier Trust Co of Nevada Inc
N/A—1,037-1,037-100%$95.6K———
Smartleaf Asset Management LLC
N/A—1,027-1,027-100%$94.4K———
Atlantic Union Bankshares Corp
N/A—1,005-1,005-100%$92.0K———
IFG Advisory, LLC
N/A—935-935-100%$85.6K———
BlackRock, Inc.
N/A—828-828-100%$75.8K———
Anchor Investment Management, LLC
N/A—803-803-100%$73.5K———
SHP Wealth Management
N/A—611-611-100%$55.9K———
Ancora Advisors LLCA
N/A—400-400-100%$36.6K———
Qube Research & Technologies Ltd
N/A—284-284-100%$26.0K———
Central Trust Co
N/A—222-222-100%$20.3K———
Aptus Capital Advisors, LLC
N/A—217-217-100%$19.9K———
Napier Financial, LLC
N/A—204-204-100%$18.7K———
Copia Wealth Management
N/A—167-167-100%$15.3K———
Medallion Wealth Advisors, LLC
N/A—142-142-100%$13.0K———
Allworth Financial LP
N/A—134-134-100%$12.3K———
Rexford Capital Inc
N/A—91-91-100%$8.3K———
PlanVest Financial, Inc
N/A—88-88-100%$8.1K———
Vanguard Advisers Inc
N/A—87-87-100%$8.0K———
First Command Advisory Services, Inc.
N/A—85-85-100%$7.8K———
Bank of Montreal
N/A—12-12-100%$1.1K———
Showing 258 of 258 institutions