Proshares Bitcoin ETF-Usd (BITO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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MFA Wealth Advisors, LLC

INCREASED

Shares539,612 from 511,882

Change+27,730 (+5%)

Value$6.0M (+$2.0M)

Filed 2026-10-07

Realta Investment Advisors

DECREASED

Shares304,773 from 310,356

Change-5,583 (-2%)

Value$3.4M (+$936.8K)

Filed 2026-10-14

StoneX Group Inc.

INCREASED

Shares293,535 from 138,679

Change+154,856 (+112%)

Value$3.1M (+$1.7M)

Filed 2026-11-03

Simplex Trading, LLC

NEW

Shares172,083

Change+172,083

Value$1.9M

Filed 2026-11-04

Thor Trading Advisors, LLC

NEW

Shares162,541

Change+162,541

Value$1.8M

Filed 2026-11-05

LFG Wealth Partners, LLC

NEW

Shares99,318

Change+99,318

Value$1.1M

Filed 2026-10-28

Kestra Advisory Services, LLC

INCREASED

Shares48,738 from 46,650

Change+2,088 (+4%)

Value$545.9K (+$173.6K)

Filed 2026-11-02

Independent Wealth Network Inc.

DECREASED

Shares45,164 from 51,427

Change-6,263 (-12%)

Value$505.8K (+$95.5K)

Filed 2026-10-19

Creative Planning

DECREASED

Shares42,936 from 43,387

Change-451 (-1%)

Value$480.9K (+$134.7K)

Filed 2026-11-02

Forum Financial Management, LP

DECREASED

Shares40,325 from 40,496

Change-171 (0%)

Value$451.6K (+$128.5K)

Filed 2026-10-16

Natixis

DECREASED

Shares35,930 from 97,201

Change-61,271 (-63%)

Value$402.4K (-$373.2K)

Filed 2026-11-06

Means Investment Co., Inc.

DECREASED

Shares27,816 from 30,910

Change-3,094 (-10%)

Value$311.5K (+$64.9K)

Filed 2026-11-03

Wealth Management Nebraska

DECREASED

Shares27,730 from 30,590

Change-2,860 (-9%)

Value$310.6K (+$66.5K)

Filed 2026-10-26

Concurrent Investment Advisors, LLC

INCREASED

Shares25,105 from 24,400

Change+705 (+3%)

Value$281.2K (+$86.5K)

Filed 2026-10-16

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares22,117 from 24,303

Change-2,186 (-9%)

Value$248 (-$193.8K)

Filed 2026-11-02

CPA Asset Management Group, LLC

INCREASED

Shares21,911 from 21,828

Change+83 (+0%)

Value$245.4K (+$71.2K)

Filed 2026-10-26

Lido Advisors, LLC

NEW

Shares19,373

Change+19,373

Value$217.0K

Filed 2026-11-04

Founders Financial Securities LLC

UNCHANGED

Shares18,865 from 18,865

Change0 (0%)

Value$211.3K (+$60.7K)

Filed 2026-10-28

Daymark Wealth Partners, LLC

DECREASED

Shares15,592 from 19,114

Change-3,522 (-18%)

Value$174.6K (+$22.1K)

Filed 2026-11-04

Appalachian Capital Management Ltd

NEW

Shares15,579

Change+15,579

Value$174.5K

Filed 2026-10-14

IFP Advisors, Inc

INCREASED

Shares15,352 from 14,214

Change+1,138 (+8%)

Value$171.9K (+$58.5K)

Filed 2026-10-16

Cyndeo Wealth Partners, LLC

INCREASED

Shares14,767 from 14,677

Change+90 (+1%)

Value$165.4K (+$48.3K)

Filed 2026-10-16

Commonwealth Equity Services, LLC

DECREASED

Shares14,520 from 64,071

Change-49,551 (-77%)

Value$162.6K (-$348.7K)

Filed 2026-11-02

Brookstone Capital Management

DECREASED

Shares14,408 from 15,762

Change-1,354 (-9%)

Value$161.4K (+$35.6K)

Filed 2026-10-22

Meridian Wealth Management, LLC

INCREASED

Shares13,672 from 13,655

Change+17 (+0%)

Value$153.1K (+$44.2K)

Filed 2026-11-05

Paragon Private Wealth Management, LLC

NEW

Shares13,079

Change+13,079

Value$146.5K

Filed 2026-10-20

Simplicity Wealth,LLC

DECREASED

Shares12,913 from 43,518

Change-30,605 (-70%)

Value$144.6K (-$202.7K)

Filed 2026-10-23

Wedbush Securities Inc

DECREASED

Shares12,810 from 25,882

Change-13,072 (-51%)

Value$143 (-$206.9K)

Filed 2026-10-22

Apollon Wealth Management, LLC

DECREASED

Shares12,799 from 90,959

Change-78,160 (-86%)

Value$143.4K (-$582.5K)

Filed 2026-10-23

Villere ST Denis J & Co LLC

INCREASED

Shares12,755 from 12,712

Change+43 (+0%)

Value$142.9K (+$41.4K)

Filed 2026-11-04

US Bancorp \de\

UNCHANGED

Shares10,428 from 10,428

Change0 (0%)

Value$116.8K (+$33.6K)

Filed 2026-11-05

J.W. Cole Advisors, Inc.

NEW

Shares10,306

Change+10,306

Value$115.4K

Filed 2026-11-05

Dynamic Advisor Solutions LLC

INCREASED

Shares10,119 from 10,118

Change+1 (+0%)

Value$113.3K (+$32.6K)

Filed 2026-10-13

Signaturefd, LLC

INCREASED

Shares9,444 from 9,409

Change+35 (+0%)

Value$105.8K (+$30.7K)

Filed 2026-10-23

Summit Securities Group LLC

UNCHANGED

Shares8,400 from 8,400

Change0 (0%)

Value$94.1K (+$27.0K)

Filed 2026-11-05

SJS Investment Consulting Inc.

NEW

Shares7,442

Change+7,442

Value$83.4K

Filed 2026-10-26

Triumph Capital Management

DECREASED

Shares7,440 from 7,447

Change-7 (0%)

Value$83.3K (+$23.9K)

Filed 2026-10-14

Larson Financial Group LLC

DECREASED

Shares5,871 from 8,667

Change-2,796 (-32%)

Value$65.8K (-$3.4K)

Filed 2026-11-05

Hoey Investments, Inc

UNCHANGED

Shares5,814 from 5,814

Change0 (0%)

Value$65.1K (+$18.7K)

Filed 2026-10-29

Spire Wealth Management

INCREASED

Shares2,752 from 2,751

Change+1 (+0%)

Value$30.8K (+$8.9K)

Filed 2026-10-30

Cedar Mountain Advisors, LLC

UNCHANGED

Shares2,495 from 2,495

Change0 (0%)

Value$27.9K (+$8.0K)

Filed 2026-10-15

Farther Finance Advisors, LLC

DECREASED

Shares1,654 from 1,678

Change-24 (-1%)

Value$18.5K (+$5.1K)

Filed 2026-10-08

Bokf, NA

UNCHANGED

Shares1,534 from 1,534

Change0 (0%)

Value$17.2K (+$4.9K)

Filed 2026-10-27

Bay Harbor Wealth Management, LLC

UNCHANGED

Shares1,498 from 1,498

Change0 (0%)

Value$16.8K (+$4.8K)

Filed 2026-11-03

Ashurst Perkins Coie Trust Co

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$11.2K (+$3.2K)

Filed 2026-10-15

Parallel Advisors, LLC

DECREASED

Shares751 from 1,516

Change-765 (-50%)

Value$8.4K (-$3.7K)

Filed 2026-11-03

Legacies Wealth LLC

UNCHANGED

Shares750 from 750

Change0 (0%)

Value$8.4K (+$2.4K)

Filed 2026-11-02

Ares Financial Consulting, LLC

INCREASED

Shares717 from 714

Change+3 (+0%)

Value$8.0K (+$2.3K)

Filed 2026-10-19

Hurley Capital, LLC

INCREASED

Shares619 from 38

Change+581 (+1529%)

Value$6.9K (+$6.6K)

Filed 2026-11-05

Compagnie Lombard Odier SCmA

UNCHANGED

Shares578 from 578

Change0 (0%)

Value$6.5K (+$1.9K)

Filed 2026-11-04

CX Institutional

DECREASED

Shares554 from 1,163

Change-609 (-52%)

Value$6 (-$3)

Filed 2026-10-02

Mosley Wealth Management

INCREASED

Shares449 from 447

Change+2 (+0%)

Value$4.9K (+$1.4K)

Filed 2026-10-16

PNC Financial Services Group, Inc.

UNCHANGED

Shares443 from 443

Change0 (0%)

Value$5.0K (+$1.4K)

Filed 2026-11-06

GHP Investment Advisors, Inc.

UNCHANGED

Shares401 from 401

Change0 (0%)

Value$4.5K (+$1.3K)

Filed 2026-10-15

Vision Financial Markets LLC

INCREASED

Shares339 from 337

Change+2 (+1%)

Value$3.8K (+$1.1K)

Filed 2026-10-22

Trust Co

UNCHANGED

Shares328 from 328

Change0 (0%)

Value$3.7K (+$1.1K)

Filed 2026-10-09

Ascentis Independent Advisors

NEW

Shares327

Change+327

Value$3.7K

Filed 2026-11-03

Noble Wealth Management PBC

INCREASED

Shares319 from 318

Change+1 (+0%)

Value$3.6K (+$1.0K)

Filed 2026-10-01

Financial Management Professionals, Inc.

UNCHANGED

Shares230 from 230

Change0 (0%)

Value$2.6K (+$741)

Filed 2026-10-23

Fifth Third Bancorp

UNCHANGED

Shares201 from 201

Change0 (0%)

Value$2.3K (+$646)

Filed 2026-11-05

Mcdonald Partners LLC

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$2.2K (+$644)

Filed 2026-11-03

EverSource Wealth Advisors, LLC

UNCHANGED

Shares199 from 199

Change0 (0%)

Value$2.2K (+$641)

Filed 2026-11-04

Valley National Advisers Inc

UNCHANGED

Shares110 from 110

Change0 (0%)

Value$1.2K (+$354)

Filed 2026-10-23

Creative Financial Designs Inc

UNCHANGED

Shares94 from 94

Change0 (0%)

Value$1.1K (+$306)

Filed 2026-11-04

Wolff Wiese Magana LLC

DECREASED

Shares88 from 103

Change-15 (-15%)

Value$983 (+$164)

Filed 2026-10-15

Rossby Financial, LCC

INCREASED

Shares63 from 16

Change+47 (+294%)

Value$705 (+$577)

Filed 2026-11-05

Barrett & Company, Inc.

UNCHANGED

Shares50 from 50

Change0 (0%)

Value$560 (+$161)

Filed 2026-10-22

Miller Global Investments, LLC

UNCHANGED

Shares48 from 48

Change0 (0%)

Value$538 (+$155)

Filed 2026-10-02

Blue Trust, Inc.

INCREASED

Shares32 from 4

Change+28 (+700%)

Value$361 (+$329)

Filed 2026-10-15

Valley Wealth Managers, Inc.

UNCHANGED

Shares20 from 20

Change0 (0%)

Value$226 (+$65)

Filed 2026-10-09

Dhjj Financial Advisors, Ltd.

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$112 (+$32)

Filed 2026-10-23

Canton Hathaway, LLC

NEW

Shares6

Change+6

Value$67

Filed 2026-10-23

Citigroup Inc

NEW

Shares1

Change+1

Value$11

Filed 2026-11-04

Mowery & Schoenfeld Wealth Management, LLC

NEW

Shares1

Change+1

Value$7

Filed 2026-10-28

Quaker Wealth Management, LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$12 (+$4)

Filed 2026-10-22

Signature Resources Capital Management, LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$12 (+$3)

Filed 2026-10-16

Barclays PLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$11 (+$3)

Filed 2026-11-06

Assetmark, Inc

NEW

Shares0

Change0

Value$3

Filed 2026-10-21

Imc-Chicago, LLC

CLOSED

Shares0 from 1,281,050

Change-1,281,050 (-100%)

Value$0 (-$10.2M)

Filed 2026-11-05

Baker Avenue Asset Management, LP

CLOSED

Shares0 from 45,000

Change-45,000 (-100%)

Value$0 (-$359.1K)

Filed 2026-11-06

Financial Planning Navigators Corp

CLOSED

Shares0 from 29,810

Change-29,810 (-100%)

Value$0 (-$237.9K)

Filed 2026-10-14

Kings Path Partners LLC

CLOSED

Shares0 from 20,000

Change-20,000 (-100%)

Value$0 (-$159.6K)

Filed 2026-10-21

Integrity Alliance, Llc.

CLOSED

Shares0 from 11,582

Change-11,582 (-100%)

Value$0 (-$92.4K)

Filed 2026-10-29

Oppenheimer & Co Inc

CLOSED

Shares0 from 11,344

Change-11,344 (-100%)

Value$0 (-$90.5K)

Filed 2026-10-26

AdvisorNet Financial, Inc

CLOSED

Shares0 from 2,438

Change-2,438 (-100%)

Value$0 (-$19.5K)

Filed 2026-10-15

NBT Bank, N.A.

CLOSED

Shares0 from 1,818

Change-1,818 (-100%)

Value$0 (-$14.5K)

Filed 2026-10-21

Go Invest LLC

CLOSED

Shares0 from 1,285

Change-1,285 (-100%)

Value$0 (-$10.3K)

Filed 2026-10-09

TD Waterhouse Canada Inc.

CLOSED

Shares0 from 700

Change-700 (-100%)

Value$0 (-$5.7K)

Filed 2026-10-16

PFS Partners, LLC

CLOSED

Shares0 from 214

Change-214 (-100%)

Value$0 (-$1.7K)

Filed 2026-10-21

Key Capital Management, Inc

CLOSED

Shares0 from 200

Change-200 (-100%)

Value$0 (-$1.6K)

Filed 2026-11-03

LifeSteps Financial, Inc.

CLOSED

Shares0 from 100

Change-100 (-100%)

Value$0 (-$798)

Filed 2026-10-15

Tsfg, LLC

CLOSED

Shares0 from 100

Change-100 (-100%)

Value$0 (-$1)

Filed 2026-10-23

CoreCap Advisors, LLC

CLOSED

Shares0 from 44

Change-44 (-100%)

Value$0 (-$349)

Filed 2026-10-08

Smallwood Wealth Investment Management, LLC

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$7)

Filed 2026-10-30

Commonwealth Retirement Investments LLC

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$10)

Filed 2026-10-26

Prairie Wealth Advisors, Inc.

CLOSED

Shares0 from 0

Change0

Value$0 (-$117.0K)

Filed 2026-10-29

Acorns Advisers, LLC

N/A

Shares— from 9,189,016

Change-9,189,016 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 796,502

Change-796,502 (-100%)

Value—

Fielder Capital Group LLC

N/A

Shares— from 626,960

Change-626,960 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 605,000

Change-605,000 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 596,973

Change-596,973 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 542,268

Change-542,268 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 421,623

Change-421,623 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 360,919

Change-360,919 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 302,390

Change-302,390 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 289,098

Change-289,098 (-100%)

Value—

Faithward Advisors, LLC

N/A

Shares— from 262,447

Change-262,447 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 220,921

Change-220,921 (-100%)

Value—

Edgestream Partners, L.P.

N/A

Shares— from 132,758

Change-132,758 (-100%)

Value—

Legacy Wealth Managment, LLC

N/A

Shares— from 130,791

Change-130,791 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 122,082

Change-122,082 (-100%)

Value—

Walleye Trading LLC

N/A

Shares— from 108,323

Change-108,323 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 101,219

Change-101,219 (-100%)

Value—

Ausdal Financial Partners, Inc.

N/A

Shares— from 100,460

Change-100,460 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 98,190

Change-98,190 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 84,932

Change-84,932 (-100%)

Value—

UBS Group AG

N/A

Shares— from 70,102

Change-70,102 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 67,454

Change-67,454 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 66,017

Change-66,017 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 63,427

Change-63,427 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 46,287

Change-46,287 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 40,637

Change-40,637 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 39,015

Change-39,015 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 36,796

Change-36,796 (-100%)

Value—

Brand Asset Management Group, Inc.

N/A

Shares— from 35,719

Change-35,719 (-100%)

Value—

LaSalle St. Investment Advisors, LLC

N/A

Shares— from 32,983

Change-32,983 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 32,351

Change-32,351 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 30,157

Change-30,157 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 25,161

Change-25,161 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 23,238

Change-23,238 (-100%)

Value—

Scotia Capital Inc.

N/A

Shares— from 22,443

Change-22,443 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 22,112

Change-22,112 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 21,985

Change-21,985 (-100%)

Value—

Marathon Trading Investment Management LLC

N/A

Shares— from 21,502

Change-21,502 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 21,379

Change-21,379 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 21,055

Change-21,055 (-100%)

Value—

Johnson Investment Counsel Inc

N/A

Shares— from 21,039

Change-21,039 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 18,664

Change-18,664 (-100%)

Value—

Migdal Insurance & Financial Holdings Ltd.

N/A

Shares— from 18,365

Change-18,365 (-100%)

Value—

Advyzon Investment Management, LLC

N/A

Shares— from 17,668

Change-17,668 (-100%)

Value—

CCG Wealth Management, LLC

N/A

Shares— from 16,495

Change-16,495 (-100%)

Value—

J Hagan Capital, Inc.

N/A

Shares— from 15,116

Change-15,116 (-100%)

Value—

Toronto Dominion Bank

N/A

Shares— from 15,000

Change-15,000 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 14,737

Change-14,737 (-100%)

Value—

Proficio Capital Partners LLC

N/A

Shares— from 12,530

Change-12,530 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 12,158

Change-12,158 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 11,922

Change-11,922 (-100%)

Value—

Clare Market Investments LLC

N/A

Shares— from 11,650

Change-11,650 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 11,600

Change-11,600 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 11,545

Change-11,545 (-100%)

Value—

Twin Focus Capital Partners, LLC

N/A

Shares— from 11,400

Change-11,400 (-100%)

Value—

Silver OAK Securities, Incorporated

N/A

Shares— from 10,867

Change-10,867 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 10,431

Change-10,431 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 10,097

Change-10,097 (-100%)

Value—

Kerr Financial Planning Corp

N/A

Shares— from 9,867

Change-9,867 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 9,201

Change-9,201 (-100%)

Value—

Leo H. Evart, Inc.

N/A

Shares— from 8,418

Change-8,418 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 7,390

Change-7,390 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 5,310

Change-5,310 (-100%)

Value—

Cypress Capital Management LLC (WY)

N/A

Shares— from 5,200

Change-5,200 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 5,167

Change-5,167 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 3,801

Change-3,801 (-100%)

Value—

Forum Finance Group S.A.

N/A

Shares— from 3,795

Change-3,795 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 3,749

Change-3,749 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 3,113

Change-3,113 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 2,658

Change-2,658 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 2,400

Change-2,400 (-100%)

Value—

LGT Financial Advisors LLC

N/A

Shares— from 2,378

Change-2,378 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 2,248

Change-2,248 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 2,059

Change-2,059 (-100%)

Value—

Copia Wealth Management

N/A

Shares— from 1,623

Change-1,623 (-100%)

Value—

Blair William & Co

N/A

Shares— from 1,489

Change-1,489 (-100%)

Value—

ST Germain D J Co Inc

N/A

Shares— from 1,462

Change-1,462 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 1,378

Change-1,378 (-100%)

Value—

Private Wealth Asset Management, LLC

N/A

Shares— from 1,225

Change-1,225 (-100%)

Value—

Nova Wealth Management, Inc.

N/A

Shares— from 1,020

Change-1,020 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 969

Change-969 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 818

Change-818 (-100%)

Value—

Financial Life Planners

N/A

Shares— from 812

Change-812 (-100%)

Value—

Merrithew & Thorsten Inc

N/A

Shares— from 710

Change-710 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 680

Change-680 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 676

Change-676 (-100%)

Value—

Aventura Private Wealth, LLC

N/A

Shares— from 632

Change-632 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 516

Change-516 (-100%)

Value—

Institute for Wealth Management, Llc.

N/A

Shares— from 476

Change-476 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 426

Change-426 (-100%)

Value—

Bartlett & Co. Wealth Management LLC

N/A

Shares— from 404

Change-404 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 333

Change-333 (-100%)

Value—

Roble, Belko & Company, Inc

N/A

Shares— from 250

Change-250 (-100%)

Value—

Mcguire Capital Advisors Inc

N/A

Shares— from 250

Change-250 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 223

Change-223 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 217

Change-217 (-100%)

Value—

Crews Bank & Trust

N/A

Shares— from 206

Change-206 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 200

Change-200 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 197

Change-197 (-100%)

Value—

Consultiva Wealth Management, Corp.

N/A

Shares— from 175

Change-175 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 145

Change-145 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 139

Change-139 (-100%)

Value—

Benson Wealth Management Inc

N/A

Shares— from 60

Change-60 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 59

Change-59 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 51

Change-51 (-100%)

Value—

Millstone Evans Group, LLC

N/A

Shares— from 48

Change-48 (-100%)

Value—

Heritage Wealth Advisors

N/A

Shares— from 12

Change-12 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 8

Change-8 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 6

Change-6 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 4

Change-4 (-100%)

Value—

Caitlin John, LLC

N/A

Shares— from 3

Change-3 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1

Change-1 (-100%)

Value—

Johnson Financial Group, Inc.

N/A

Shares— from 1

Change-1 (-100%)

Value—

Cheviot Value Management, LLC

N/A

Shares— from 0

Change0

Value—

	Status
MFA Wealth Advisors, LLC	INCREASED	539,612	511,882	+27,730	+5%	$4.1M	$6.0M	+$2.0M	2026-10-07
Realta Investment Advisors	DECREASED	304,773	310,356	-5,583	-2%	$2.5M	$3.4M	+$936.8K	2026-10-14
StoneX Group Inc.	INCREASED	293,535	138,679	+154,856	+112%	$1.4M	$3.1M	+$1.7M	2026-11-03
Simplex Trading, LLC	NEW	172,083	—	+172,083	—	—	$1.9M	—	2026-11-04
Thor Trading Advisors, LLC	NEW	162,541	—	+162,541	—	—	$1.8M	—	2026-11-05
LFG Wealth Partners, LLC	NEW	99,318	—	+99,318	—	—	$1.1M	—	2026-10-28
Kestra Advisory Services, LLC	INCREASED	48,738	46,650	+2,088	+4%	$372.3K	$545.9K	+$173.6K	2026-11-02
Independent Wealth Network Inc.	DECREASED	45,164	51,427	-6,263	-12%	$410.4K	$505.8K	+$95.5K	2026-10-19
Creative Planning	DECREASED	42,936	43,387	-451	-1%	$346.2K	$480.9K	+$134.7K	2026-11-02
Forum Financial Management, LP	DECREASED	40,325	40,496	-171	0%	$323.2K	$451.6K	+$128.5K	2026-10-16
Natixis	DECREASED	35,930	97,201	-61,271	-63%	$775.7K	$402.4K	-$373.2K	2026-11-06
Means Investment Co., Inc.	DECREASED	27,816	30,910	-3,094	-10%	$246.7K	$311.5K	+$64.9K	2026-11-03
Wealth Management Nebraska	DECREASED	27,730	30,590	-2,860	-9%	$244.1K	$310.6K	+$66.5K	2026-10-26
Concurrent Investment Advisors, LLC	INCREASED	25,105	24,400	+705	+3%	$194.7K	$281.2K	+$86.5K	2026-10-16
Cambridge Investment Research Advisors, Inc.	DECREASED	22,117	24,303	-2,186	-9%	$194.0K	$248	-$193.8K	2026-11-02
CPA Asset Management Group, LLC	INCREASED	21,911	21,828	+83	+0%	$174.2K	$245.4K	+$71.2K	2026-10-26
Lido Advisors, LLC	NEW	19,373	—	+19,373	—	—	$217.0K	—	2026-11-04
Founders Financial Securities LLC	UNCHANGED	18,865	18,865	0	0%	$150.5K	$211.3K	+$60.7K	2026-10-28
Daymark Wealth Partners, LLC	DECREASED	15,592	19,114	-3,522	-18%	$152.5K	$174.6K	+$22.1K	2026-11-04
Appalachian Capital Management Ltd	NEW	15,579	—	+15,579	—	—	$174.5K	—	2026-10-14
IFP Advisors, Inc	INCREASED	15,352	14,214	+1,138	+8%	$113.4K	$171.9K	+$58.5K	2026-10-16
Cyndeo Wealth Partners, LLC	INCREASED	14,767	14,677	+90	+1%	$117.1K	$165.4K	+$48.3K	2026-10-16
Commonwealth Equity Services, LLC	DECREASED	14,520	64,071	-49,551	-77%	$511.3K	$162.6K	-$348.7K	2026-11-02
Brookstone Capital Management	DECREASED	14,408	15,762	-1,354	-9%	$125.8K	$161.4K	+$35.6K	2026-10-22
Meridian Wealth Management, LLC	INCREASED	13,672	13,655	+17	+0%	$109.0K	$153.1K	+$44.2K	2026-11-05
Paragon Private Wealth Management, LLC	NEW	13,079	—	+13,079	—	—	$146.5K	—	2026-10-20
Simplicity Wealth,LLC	DECREASED	12,913	43,518	-30,605	-70%	$347.3K	$144.6K	-$202.7K	2026-10-23
Wedbush Securities Inc	DECREASED	12,810	25,882	-13,072	-51%	$207.0K	$143	-$206.9K	2026-10-22
Apollon Wealth Management, LLC	DECREASED	12,799	90,959	-78,160	-86%	$725.9K	$143.4K	-$582.5K	2026-10-23
Villere ST Denis J & Co LLC	INCREASED	12,755	12,712	+43	+0%	$101.4K	$142.9K	+$41.4K	2026-11-04
US Bancorp \de\	UNCHANGED	10,428	10,428	0	0%	$83.2K	$116.8K	+$33.6K	2026-11-05
J.W. Cole Advisors, Inc.	NEW	10,306	—	+10,306	—	—	$115.4K	—	2026-11-05
Dynamic Advisor Solutions LLC	INCREASED	10,119	10,118	+1	+0%	$80.7K	$113.3K	+$32.6K	2026-10-13
Signaturefd, LLC	INCREASED	9,444	9,409	+35	+0%	$75.1K	$105.8K	+$30.7K	2026-10-23
Summit Securities Group LLC	UNCHANGED	8,400	8,400	0	0%	$67.0K	$94.1K	+$27.0K	2026-11-05
SJS Investment Consulting Inc.	NEW	7,442	—	+7,442	—	—	$83.4K	—	2026-10-26
Triumph Capital Management	DECREASED	7,440	7,447	-7	0%	$59.4K	$83.3K	+$23.9K	2026-10-14
Larson Financial Group LLC	DECREASED	5,871	8,667	-2,796	-32%	$69.2K	$65.8K	-$3.4K	2026-11-05
Hoey Investments, Inc	UNCHANGED	5,814	5,814	0	0%	$46.4K	$65.1K	+$18.7K	2026-10-29
Spire Wealth Management	INCREASED	2,752	2,751	+1	+0%	$22.0K	$30.8K	+$8.9K	2026-10-30
Cedar Mountain Advisors, LLC	UNCHANGED	2,495	2,495	0	0%	$19.9K	$27.9K	+$8.0K	2026-10-15
Farther Finance Advisors, LLC	DECREASED	1,654	1,678	-24	-1%	$13.4K	$18.5K	+$5.1K	2026-10-08
Bokf, NA	UNCHANGED	1,534	1,534	0	0%	$12.2K	$17.2K	+$4.9K	2026-10-27
Bay Harbor Wealth Management, LLC	UNCHANGED	1,498	1,498	0	0%	$12.0K	$16.8K	+$4.8K	2026-11-03
Ashurst Perkins Coie Trust Co	UNCHANGED	1,000	1,000	0	0%	$8.0K	$11.2K	+$3.2K	2026-10-15
Parallel Advisors, LLC	DECREASED	751	1,516	-765	-50%	$12.1K	$8.4K	-$3.7K	2026-11-03
Legacies Wealth LLC	UNCHANGED	750	750	0	0%	$6.0K	$8.4K	+$2.4K	2026-11-02
Ares Financial Consulting, LLC	INCREASED	717	714	+3	+0%	$5.7K	$8.0K	+$2.3K	2026-10-19
Hurley Capital, LLC	INCREASED	619	38	+581	+1529%	$305	$6.9K	+$6.6K	2026-11-05
Compagnie Lombard Odier SCmA	UNCHANGED	578	578	0	0%	$4.6K	$6.5K	+$1.9K	2026-11-04
CX Institutional	DECREASED	554	1,163	-609	-52%	$9	$6	-$3	2026-10-02
Mosley Wealth Management	INCREASED	449	447	+2	+0%	$3.6K	$4.9K	+$1.4K	2026-10-16
PNC Financial Services Group, Inc.	UNCHANGED	443	443	0	0%	$3.5K	$5.0K	+$1.4K	2026-11-06
GHP Investment Advisors, Inc.	UNCHANGED	401	401	0	0%	$3.2K	$4.5K	+$1.3K	2026-10-15
Vision Financial Markets LLC	INCREASED	339	337	+2	+1%	$2.7K	$3.8K	+$1.1K	2026-10-22
Trust Co	UNCHANGED	328	328	0	0%	$2.6K	$3.7K	+$1.1K	2026-10-09
Ascentis Independent Advisors	NEW	327	—	+327	—	—	$3.7K	—	2026-11-03
Noble Wealth Management PBC	INCREASED	319	318	+1	+0%	$2.5K	$3.6K	+$1.0K	2026-10-01
Financial Management Professionals, Inc.	UNCHANGED	230	230	0	0%	$1.8K	$2.6K	+$741	2026-10-23
Fifth Third Bancorp	UNCHANGED	201	201	0	0%	$1.6K	$2.3K	+$646	2026-11-05
Mcdonald Partners LLC	UNCHANGED	200	200	0	0%	$1.6K	$2.2K	+$644	2026-11-03
EverSource Wealth Advisors, LLC	UNCHANGED	199	199	0	0%	$1.6K	$2.2K	+$641	2026-11-04
Valley National Advisers Inc	UNCHANGED	110	110	0	0%	$878	$1.2K	+$354	2026-10-23
Creative Financial Designs Inc	UNCHANGED	94	94	0	0%	$746	$1.1K	+$306	2026-11-04
Wolff Wiese Magana LLC	DECREASED	88	103	-15	-15%	$819	$983	+$164	2026-10-15
Rossby Financial, LCC	INCREASED	63	16	+47	+294%	$128	$705	+$577	2026-11-05
Barrett & Company, Inc.	UNCHANGED	50	50	0	0%	$399	$560	+$161	2026-10-22
Miller Global Investments, LLC	UNCHANGED	48	48	0	0%	$383	$538	+$155	2026-10-02
Blue Trust, Inc.	INCREASED	32	4	+28	+700%	$32	$361	+$329	2026-10-15
Valley Wealth Managers, Inc.	UNCHANGED	20	20	0	0%	$161	$226	+$65	2026-10-09
Dhjj Financial Advisors, Ltd.	UNCHANGED	10	10	0	0%	$80	$112	+$32	2026-10-23
Canton Hathaway, LLC	NEW	6	—	+6	—	—	$67	—	2026-10-23
Citigroup Inc	NEW	1	—	+1	—	—	$11	—	2026-11-04
Mowery & Schoenfeld Wealth Management, LLC	NEW	1	—	+1	—	—	$7	—	2026-10-28
Quaker Wealth Management, LLC	UNCHANGED	1	1	0	0%	$8	$12	+$4	2026-10-22
Signature Resources Capital Management, LLC	UNCHANGED	1	1	0	0%	$9	$12	+$3	2026-10-16
Barclays PLC	UNCHANGED	1	1	0	0%	$8	$11	+$3	2026-11-06
Assetmark, Inc	NEW	0	—	0	—	—	$3	—	2026-10-21
Imc-Chicago, LLC	CLOSED	0	1,281,050	-1,281,050	-100%	$10.2M	$0	-$10.2M	2026-11-05
Baker Avenue Asset Management, LP	CLOSED	0	45,000	-45,000	-100%	$359.1K	$0	-$359.1K	2026-11-06
Financial Planning Navigators Corp	CLOSED	0	29,810	-29,810	-100%	$237.9K	$0	-$237.9K	2026-10-14
Kings Path Partners LLC	CLOSED	0	20,000	-20,000	-100%	$159.6K	$0	-$159.6K	2026-10-21
Integrity Alliance, Llc.	CLOSED	0	11,582	-11,582	-100%	$92.4K	$0	-$92.4K	2026-10-29
Oppenheimer & Co Inc	CLOSED	0	11,344	-11,344	-100%	$90.5K	$0	-$90.5K	2026-10-26
AdvisorNet Financial, Inc	CLOSED	0	2,438	-2,438	-100%	$19.5K	$0	-$19.5K	2026-10-15
NBT Bank, N.A.	CLOSED	0	1,818	-1,818	-100%	$14.5K	$0	-$14.5K	2026-10-21
Go Invest LLC	CLOSED	0	1,285	-1,285	-100%	$10.3K	$0	-$10.3K	2026-10-09
TD Waterhouse Canada Inc.	CLOSED	0	700	-700	-100%	$5.7K	$0	-$5.7K	2026-10-16
PFS Partners, LLC	CLOSED	0	214	-214	-100%	$1.7K	$0	-$1.7K	2026-10-21
Key Capital Management, Inc	CLOSED	0	200	-200	-100%	$1.6K	$0	-$1.6K	2026-11-03
LifeSteps Financial, Inc.	CLOSED	0	100	-100	-100%	$798	$0	-$798	2026-10-15
Tsfg, LLC	CLOSED	0	100	-100	-100%	$1	$0	-$1	2026-10-23
CoreCap Advisors, LLC	CLOSED	0	44	-44	-100%	$349	$0	-$349	2026-10-08
Smallwood Wealth Investment Management, LLC	CLOSED	0	1	-1	-100%	$7	$0	-$7	2026-10-30
Commonwealth Retirement Investments LLC	CLOSED	0	1	-1	-100%	$10	$0	-$10	2026-10-26
Prairie Wealth Advisors, Inc.	CLOSED	0	0	0	—	$117.0K	$0	-$117.0K	2026-10-29
Acorns Advisers, LLC	N/A	—	9,189,016	-9,189,016	-100%	$73.3M	—	—	—
Renaissance Technologies LLC	N/A	—	796,502	-796,502	-100%	$6.4M	—	—	—
Fielder Capital Group LLC	N/A	—	626,960	-626,960	-100%	$5.0M	—	—	—
Tidal Investments LLC	N/A	—	605,000	-605,000	-100%	$4.8M	—	—	—
HRT Financial LP	N/A	—	596,973	-596,973	-100%	$4.8M	—	—	—
Group One Trading LLC	N/A	—	542,268	-542,268	-100%	$4.3M	—	—	—
HighTower Advisors, LLC	N/A	—	421,623	-421,623	-100%	$3.4M	—	—	—
Citadel Advisors LLC	N/A	—	360,919	-360,919	-100%	$2.9M	—	—	—
Susquehanna International Group, LLP	N/A	—	302,390	-302,390	-100%	$2.4M	—	—	—
Jane Street Group, LLC	N/A	—	289,098	-289,098	-100%	$2.3M	—	—	—
Faithward Advisors, LLC	N/A	—	262,447	-262,447	-100%	$2.1M	—	—	—
Quadrature Capital Ltd	N/A	—	220,921	-220,921	-100%	$1.8M	—	—	—
Edgestream Partners, L.P.	N/A	—	132,758	-132,758	-100%	$1.1M	—	—	—
Legacy Wealth Managment, LLC	N/A	—	130,791	-130,791	-100%	$1.0M	—	—	—
Two Sigma Securities, LLC	N/A	—	122,082	-122,082	-100%	$974.2K	—	—	—
Walleye Trading LLC	N/A	—	108,323	-108,323	-100%	$864.4K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	101,219	-101,219	-100%	$807.7K	—	—	—
Ausdal Financial Partners, Inc.	N/A	—	100,460	-100,460	-100%	$801.7K	—	—	—
MML Investors Services, LLC	N/A	—	98,190	-98,190	-100%	$783.6K	—	—	—
PFG Investments, LLC	N/A	—	84,932	-84,932	-100%	$677.8K	—	—	—
UBS Group AG	N/A	—	70,102	-70,102	-100%	$559.4K	—	—	—
NewEdge Advisors, LLC	N/A	—	67,454	-67,454	-100%	$538.3K	—	—	—
Advisory Services Network, LLC	N/A	—	66,017	-66,017	-100%	$526.8K	—	—	—
Arkadios Wealth Advisors	N/A	—	63,427	-63,427	-100%	$506.1K	—	—	—
XTX Topco Ltd	N/A	—	46,287	-46,287	-100%	$369.4K	—	—	—
Mariner, LLC	N/A	—	40,637	-40,637	-100%	$324.3K	—	—	—
Mercer Global Advisors Inc	N/A	—	39,015	-39,015	-100%	$311.3K	—	—	—
Envestnet Asset Management Inc	N/A	—	36,796	-36,796	-100%	$293.6K	—	—	—
Brand Asset Management Group, Inc.	N/A	—	35,719	-35,719	-100%	$285.0K	—	—	—
LaSalle St. Investment Advisors, LLC	N/A	—	32,983	-32,983	-100%	$263.2K	—	—	—
OneDigital Investment Advisors LLC	N/A	—	32,351	-32,351	-100%	$258.2K	—	—	—
Wealthspire Advisors, LLC	N/A	—	30,157	-30,157	-100%	$240.7K	—	—	—
Flow Traders U.S. LLC	N/A	—	25,161	-25,161	-100%	$201.0K	—	—	—
Arax Advisory Partners	N/A	—	23,238	-23,238	-100%	$185.4K	—	—	—
Scotia Capital Inc.	N/A	—	22,443	-22,443	-100%	$179.1K	—	—	—
LPL Financial LLC	N/A	—	22,112	-22,112	-100%	$176.5K	—	—	—
AE Wealth Management LLC	N/A	—	21,985	-21,985	-100%	$175.4K	—	—	—
Marathon Trading Investment Management LLC	N/A	—	21,502	-21,502	-100%	$171.6K	—	—	—
Morgan Stanley	N/A	—	21,379	-21,379	-100%	$170.6K	—	—	—
Cresset Asset Management, LLC	N/A	—	21,055	-21,055	-100%	$168.0K	—	—	—
Johnson Investment Counsel Inc	N/A	—	21,039	-21,039	-100%	$167.9K	—	—	—
Captrust Financial Advisors	N/A	—	18,664	-18,664	-100%	$148.9K	—	—	—
Migdal Insurance & Financial Holdings Ltd.	N/A	—	18,365	-18,365	-100%	$171.0K	—	—	—
Advyzon Investment Management, LLC	N/A	—	17,668	-17,668	-100%	$141.0K	—	—	—
CCG Wealth Management, LLC	N/A	—	16,495	-16,495	-100%	$131.6K	—	—	—
J Hagan Capital, Inc.	N/A	—	15,116	-15,116	-100%	$120.6K	—	—	—
Toronto Dominion Bank	N/A	—	15,000	-15,000	-100%	$120.0K	—	—	—
Cerity Partners LLC	N/A	—	14,737	-14,737	-100%	$117.6K	—	—	—
Proficio Capital Partners LLC	N/A	—	12,530	-12,530	-100%	$100.0K	—	—	—
IHT Wealth Management, LLC	N/A	—	12,158	-12,158	-100%	$97.0K	—	—	—
Sanctuary Advisors, LLC	N/A	—	11,922	-11,922	-100%	$95.1K	—	—	—
Clare Market Investments LLC	N/A	—	11,650	-11,650	-100%	$93.0K	—	—	—
Old Mission Capital LLC	N/A	—	11,600	-11,600	-100%	$92.6K	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	11,545	-11,545	-100%	$92.1K	—	—	—
Twin Focus Capital Partners, LLC	N/A	—	11,400	-11,400	-100%	$91.0K	—	—	—
Silver OAK Securities, Incorporated	N/A	—	10,867	-10,867	-100%	$86.7K	—	—	—
Kingsview Wealth Management, LLC	N/A	—	10,431	-10,431	-100%	$83.2K	—	—	—
Pathstone Holdings, LLC	N/A	—	10,097	-10,097	-100%	$80.6K	—	—	—
Kerr Financial Planning Corp	N/A	—	9,867	-9,867	-100%	$78.7K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	9,201	-9,201	-100%	$73.4K	—	—	—
Leo H. Evart, Inc.	N/A	—	8,418	-8,418	-100%	$67.2K	—	—	—
Bank of Montreal	N/A	—	7,390	-7,390	-100%	$59.0K	—	—	—
National Bank of Canada	N/A	—	5,310	-5,310	-100%	$42.3K	—	—	—
Cypress Capital Management LLC (WY)	N/A	—	5,200	-5,200	-100%	$41.5K	—	—	—
Harbour Investments, Inc.	N/A	—	5,167	-5,167	-100%	$41.2K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	3,801	-3,801	-100%	$30.3K	—	—	—
Forum Finance Group S.A.	N/A	—	3,795	-3,795	-100%	$24	—	—	—
Osaic Holdings, Inc.	N/A	—	3,749	-3,749	-100%	$29.9K	—	—	—
Allworth Financial LP	N/A	—	3,113	-3,113	-100%	$24.8K	—	—	—
Hantz Financial Services, Inc.	N/A	—	2,658	-2,658	-100%	$21.0K	—	—	—
Ancora Advisors LLCA	N/A	—	2,400	-2,400	-100%	$19.2K	—	—	—
LGT Financial Advisors LLC	N/A	—	2,378	-2,378	-100%	$19.0K	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	2,248	-2,248	-100%	$17.9K	—	—	—
Capital Analysts, LLC	N/A	—	2,059	-2,059	-100%	$16	—	—	—
Copia Wealth Management	N/A	—	1,623	-1,623	-100%	$13.0K	—	—	—
Blair William & Co	N/A	—	1,489	-1,489	-100%	$11.9K	—	—	—
ST Germain D J Co Inc	N/A	—	1,462	-1,462	-100%	$11.7K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	1,378	-1,378	-100%	$11.0K	—	—	—
Private Wealth Asset Management, LLC	N/A	—	1,225	-1,225	-100%	$9.8K	—	—	—
Nova Wealth Management, Inc.	N/A	—	1,020	-1,020	-100%	$8.1K	—	—	—
BFC Planning, Inc.	N/A	—	969	-969	-100%	$7.7K	—	—	—
JPMorgan Chase & Co	N/A	—	818	-818	-100%	$6.7K	—	—	—
Financial Life Planners	N/A	—	812	-812	-100%	$6.5K	—	—	—
Merrithew & Thorsten Inc	N/A	—	710	-710	-100%	$5	—	—	—
Huntington National Bank	N/A	—	680	-680	-100%	$5.4K	—	—	—
Royal Bank of Canada	N/A	—	676	-676	-100%	$5.0K	—	—	—
Aventura Private Wealth, LLC	N/A	—	632	-632	-100%	$5.0K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	516	-516	-100%	$4.1K	—	—	—
Institute for Wealth Management, Llc.	N/A	—	476	-476	-100%	$3.8K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	426	-426	-100%	$3.4K	—	—	—
Bartlett & Co. Wealth Management LLC	N/A	—	404	-404	-100%	$3.2K	—	—	—
Fiduciary Financial Advisors	N/A	—	333	-333	-100%	$2.6K	—	—	—
Roble, Belko & Company, Inc	N/A	—	250	-250	-100%	$2.0K	—	—	—
Mcguire Capital Advisors Inc	N/A	—	250	-250	-100%	$2.0K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	223	-223	-100%	$1.8K	—	—	—
Jones Financial Companies Lllp	N/A	—	217	-217	-100%	$1.8K	—	—	—
Crews Bank & Trust	N/A	—	206	-206	-100%	$1.6K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	200	-200	-100%	$1.6K	—	—	—
Global Retirement Partners, LLC	N/A	—	197	-197	-100%	$1.6K	—	—	—
Consultiva Wealth Management, Corp.	N/A	—	175	-175	-100%	$1.4K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	145	-145	-100%	$1.2K	—	—	—
Smartleaf Asset Management LLC	N/A	—	139	-139	-100%	$1.1K	—	—	—
Benson Wealth Management Inc	N/A	—	60	-60	-100%	$479	—	—	—
LRI Investments, LLC	N/A	—	59	-59	-100%	$471	—	—	—
Rockefeller Capital Management L.P.	N/A	—	51	-51	-100%	$408	—	—	—
Millstone Evans Group, LLC	N/A	—	48	-48	-100%	$383	—	—	—
Heritage Wealth Advisors	N/A	—	12	-12	-100%	$96	—	—	—
Kilter Group LLC	N/A	—	8	-8	-100%	$64	—	—	—
Continuum Advisory, LLC	N/A	—	6	-6	-100%	$51	—	—	—
Russell Investments Group, Ltd.	N/A	—	4	-4	-100%	$32	—	—	—
Caitlin John, LLC	N/A	—	3	-3	-100%	$24	—	—	—
Wells Fargo & Company	N/A	—	1	-1	-100%	$10	—	—	—
Johnson Financial Group, Inc.	N/A	—	1	-1	-100%	$8	—	—	—
Cheviot Value Management, LLC	N/A	—	0	0	—	$3	—	—	—

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