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Proshares S&P 500 Dividend A (NOBL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares2,696,373 from 2,687,604
Change+8,769 (+0%)
Value$145.9M (-$5.1M)
Filed 2026-10-14
Rockland Trust Co
INCREASED
Shares1,513,402 from 1,498,301
Change+15,101 (+1%)
Value$81.9M (-$2.3M)
Filed 2026-10-05
Cassaday & Co Wealth Management LLC
DECREASED
Shares1,263,008 from 1,276,931
Change-13,923 (-1%)
Value$68.3M (-$3.4M)
Filed 2026-10-27
Commonwealth Equity Services, LLC
DECREASED
Shares1,003,333 from 1,081,071
Change-77,738 (-7%)
Value$54.3M (-$6.4M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares839,695 from 888,765
Change-49,070 (-6%)
Value$45.4K (-$49.9M)
Filed 2026-11-02
Wealthcare Advisory Partners LLC
INCREASED
Shares639,616 from 21,178
Change+618,438 (+2920%)
Value$34.6M (+$33.4M)
Filed 2026-10-21
Carrera Capital Advisors
INCREASED
Shares482,093 from 454,641
Change+27,452 (+6%)
Value$26.1M (+$548.6K)
Filed 2026-11-03
Pacific Wealth Strategies Group, Inc.
INCREASED
Shares428,952 from 415,994
Change+12,958 (+3%)
Value$23.2M (-$155.9K)
Filed 2026-11-02
Landmark Wealth Management, LLC
DECREASED
Shares390,836 from 398,540
Change-7,704 (-2%)
Value$21.1M (-$1.2M)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares378,232 from 256,713
Change+121,519 (+47%)
Value$13.0M (+$6.2M)
Filed 2026-10-13
TD Waterhouse Canada Inc.
INCREASED
Shares375,280 from 372,694
Change+2,586 (+1%)
Value$20.4M (-$737.0K)
Filed 2026-10-16
Elevation Point Wealth Partners, LLC
INCREASED
Shares355,654 from 342,264
Change+13,390 (+4%)
Value$19.2M (+$19.3K)
Filed 2026-11-05
Toth Financial Advisory Corp
DECREASED
Shares345,128 from 346,834
Change-1,706 (0%)
Value$18.7M (-$806.8K)
Filed 2026-10-08
Carroll Advisory Group, LLC
INCREASED
Shares284,843 from 275,925
Change+8,918 (+3%)
Value$15.4M (-$86.0K)
Filed 2026-10-16
ForthRight Wealth Management, LLC
DECREASED
Shares269,503 from 325,163
Change-55,660 (-17%)
Value$14.6M (-$3.7M)
Filed 2026-11-06
Summit Financial Wealth Advisors, LLC
DECREASED
Shares266,181 from 501,346
Change-235,165 (-47%)
Value$14.4M (-$13.8M)
Filed 2026-10-15
Truist Financial Corp
DECREASED
Shares238,454 from 263,849
Change-25,395 (-10%)
Value$12.9M (-$1.9M)
Filed 2026-10-30
Cordoba Advisory Partners LLC
INCREASED
Shares217,785 from 216,687
Change+1,098 (+1%)
Value$11.8M (-$387.0K)
Filed 2026-10-19
Fifth Third Bancorp
DECREASED
Shares211,834 from 214,156
Change-2,322 (-1%)
Value$11.5M (-$566.8K)
Filed 2026-11-05
Creative Planning
DECREASED
Shares200,499 from 208,925
Change-8,426 (-4%)
Value$10.8M (-$886.2K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares195,066 from 125,563
Change+69,503 (+55%)
Value$10.6M (+$3.5M)
Filed 2026-11-02
Oppenheimer & Co Inc
DECREASED
Shares189,123 from 196,066
Change-6,943 (-4%)
Value$10.2M (-$779.5K)
Filed 2026-10-26
Fagan Associates, Inc.
INCREASED
Shares187,780 from 187,306
Change+474 (+0%)
Value$10.2M (-$360.2K)
Filed 2026-10-13
Integrated Advisors Network LLC
DECREASED
Shares187,776 from 258,140
Change-70,364 (-27%)
Value$10.2M (-$4.3M)
Filed 2026-10-20
CFS Investment Advisory Services, LLC
DECREASED
Shares184,997 from 189,724
Change-4,727 (-2%)
Value$10.1M (-$820.4K)
Filed 2026-10-19
Syntax Research, Inc.
INCREASED
Shares183,836 from 167,585
Change+16,251 (+10%)
Value$9.9M (+$534.0K)
Filed 2026-11-04
Gerald Baker Financial Group LLC
DECREASED
Shares179,569 from 180,611
Change-1,042 (-1%)
Value$9.7M (-$428.5K)
Filed 2026-10-09
Mycio Wealth Partners, LLC
DECREASED
Shares178,838 from 188,948
Change-10,110 (-5%)
Value$9.7M (-$936.2K)
Filed 2026-11-04
Coston, McIsaac & Partners
DECREASED
Shares174,872 from 176,431
Change-1,559 (-1%)
Value$9.5M (-$405.4K)
Filed 2026-11-06
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares173,400 from 175,034
Change-1,634 (-1%)
Value$9.4M (-$449.0K)
Filed 2026-11-03
Smith Shellnut Wilson LLC
DECREASED
Shares167,343 from 178,493
Change-11,150 (-6%)
Value$9.1M (-$970.9K)
Filed 2026-10-21
Ted Buchan & Co
DECREASED
Shares157,086 from 160,373
Change-3,287 (-2%)
Value$8.5M (-$508.2K)
Filed 2026-10-23
Joseph P. Lucia & Associates, LLC
DECREASED
Shares154,341 from 154,967
Change-626 (0%)
Value$8.3M (-$353.1K)
Filed 2026-10-30
LMG Wealth Partners, LLC
DECREASED
Shares151,853 from 164,891
Change-13,038 (-8%)
Value$8.2M (-$1.0M)
Filed 2026-11-05
D.A. Davidson & Co.
INCREASED
Shares150,132 from 144,627
Change+5,505 (+4%)
Value$8.1M (-$109)
Filed 2026-10-28
Ticino Wealth
INCREASED
Shares145,405 from 143,226
Change+2,179 (+2%)
Value$7.9M (-$177.1K)
Filed 2026-10-13
NorthCrest Asset Manangement, LLC
INCREASED
Shares141,593 from 137,191
Change+4,402 (+3%)
Value$7.8M (+$69.5K)
Filed 2026-10-13
Kraft, Davis & Associates, LLC
DECREASED
Shares141,279 from 142,691
Change-1,412 (-1%)
Value$8.0M (-$58.1K)
Filed 2026-10-21
US Bancorp \de\
DECREASED
Shares140,029 from 140,070
Change-41 (0%)
Value$7.6M (-$290.8K)
Filed 2026-11-05
J.W. Cole Advisors, Inc.
INCREASED
Shares138,843 from 135,851
Change+2,992 (+2%)
Value$7.5M (-$118.0K)
Filed 2026-11-05
Cypress Capital, LLC
INCREASED
Shares136,898 from 134,856
Change+2,042 (+2%)
Value$7.4M (-$167.4K)
Filed 2026-10-20
Financial & Tax Architects, LLC
INCREASED
Shares135,354 from 124,448
Change+10,906 (+9%)
Value$7.3M (+$333.6K)
Filed 2026-10-15
Brookstone Capital Management
INCREASED
Shares134,437 from 132,591
Change+1,846 (+1%)
Value$7.3M (-$173.2K)
Filed 2026-10-22
Avidian Wealth Enterprises, LLC
DECREASED
Shares131,613 from 136,301
Change-4,688 (-3%)
Value$7.1M (-$534.4K)
Filed 2026-10-08
Legacy Private Trust Co.
DECREASED
Shares127,975 from 136,841
Change-8,866 (-6%)
Value$6.9M (-$761.5K)
Filed 2026-10-06
Prism Advisors, Inc.
DECREASED
Shares126,968 from 128,441
Change-1,473 (-1%)
Value$7.0M (-$223.7K)
Filed 2026-10-09
Benchmark Financial, LLC
DECREASED
Shares122,691 from 149,267
Change-26,576 (-18%)
Value$6.6M (-$1.7M)
Filed 2026-10-16
Davenport & Co LLC
INCREASED
Shares120,056 from 106,733
Change+13,323 (+12%)
Value$6.5M (+$501.0K)
Filed 2026-10-14
Citigroup Inc
INCREASED
Shares118,980 from 114,405
Change+4,575 (+4%)
Value$6.4M (+$11.9K)
Filed 2026-11-04
Jacobi Capital Management LLC
INCREASED
Shares117,072 from 115,852
Change+1,220 (+1%)
Value$6.3M (-$172.7K)
Filed 2026-11-05
Wavvest Wealth LLC
NEW
Shares113,819
Change+113,819
Value$6.2M
Filed 2026-10-21
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares113,605 from 128,694
Change-15,089 (-12%)
Value$6.1M (-$1.1M)
Filed 2026-10-29
MSH Capital Advisors LLC
DECREASED
Shares111,584 from 115,425
Change-3,841 (-3%)
Value$6.0M (-$445.6K)
Filed 2026-11-03
Lynx Investment Advisory
DECREASED
Shares107,809 from 116,127
Change-8,318 (-7%)
Value$5.8M (-$689.3K)
Filed 2026-10-27
Capital Investment Advisory Services, LLC
DECREASED
Shares106,923 from 107,012
Change-89 (0%)
Value$5.8M (-$225.3K)
Filed 2026-10-30
Independent Wealth Advisors LLC
INCREASED
Shares95,205 from 91,602
Change+3,603 (+4%)
Value$5.2M (+$6.2K)
Filed 2026-10-27
Caldwell Trust Co
DECREASED
Shares87,716 from 89,133
Change-1,417 (-2%)
Value$4.7M (-$260.3K)
Filed 2026-10-30
Farther Finance Advisors, LLC
INCREASED
Shares86,257 from 69,278
Change+16,979 (+25%)
Value$4.7M (+$775.8K)
Filed 2026-10-08
Clearstead Advisors, LLC
INCREASED
Shares85,980 from 85,973
Change+7 (+0%)
Value$4.7M (-$176.7K)
Filed 2026-11-06
Apollon Financial, LLC
DECREASED
Shares85,609 from 86,426
Change-817 (-1%)
Value$4.6M (-$222.2K)
Filed 2026-10-23
Allworth Financial LP
UNCHANGED
Shares82,979 from 82,979
Change0 (0%)
Value$4.7M ($0)
Filed 2026-11-06
Uniting Wealth Partners, LLC
INCREASED
Shares82,482 from 82,467
Change+15 (+0%)
Value$4.5M (-$169.1K)
Filed 2026-11-06
Ascentis Independent Advisors
NEW
Shares81,235
Change+81,235
Value$4.4M
Filed 2026-11-03
Prime Capital Investment Advisors, LLC
DECREASED
Shares80,244 from 84,610
Change-4,366 (-5%)
Value$4.3M (-$410.5K)
Filed 2026-10-20
Concurrent Investment Advisors, LLC
INCREASED
Shares79,264 from 67,623
Change+11,641 (+17%)
Value$4.3M (+$490.5K)
Filed 2026-10-16
Roman Butler Fullerton & Co
DECREASED
Shares77,740 from 79,627
Change-1,887 (-2%)
Value$4.4M (-$120.3K)
Filed 2026-10-27
Prospera Financial Services Inc
INCREASED
Shares76,538 from 73,701
Change+2,837 (+4%)
Value$4.5M (+$386.6K)
Filed 2026-11-04
Venture Visionary Partners LLC
DECREASED
Shares76,205 from 77,313
Change-1,108 (-1%)
Value$4.1M (-$219.2K)
Filed 2026-10-07
Wedbush Securities Inc
DECREASED
Shares75,363 from 95,557
Change-20,194 (-21%)
Value$4.1K (-$5.4M)
Filed 2026-10-22
MCF Advisors LLC
DECREASED
Shares73,894 from 74,383
Change-489 (-1%)
Value$4.0M (-$179.7K)
Filed 2026-10-28
Everest Financial Group LLC
INCREASED
Shares73,573 from 64,676
Change+8,897 (+14%)
Value$4.0M (+$348.1K)
Filed 2026-11-06
Concord Wealth Partners
DECREASED
Shares73,105 from 74,556
Change-1,451 (-2%)
Value$4.0M (-$232.1K)
Filed 2026-11-02
Concord Asset Management, LLC
DECREASED
Shares72,130 from 73,480
Change-1,350 (-2%)
Value$3.9M (-$224.4K)
Filed 2026-11-02
Allen Capital Group, LLC
DECREASED
Shares69,837 from 71,504
Change-1,667 (-2%)
Value$3.8M (-$237.5K)
Filed 2026-10-27
CWA Asset Management Group, LLC
NEW
Shares69,230
Change+69,230
Value$3.7M
Filed 2026-10-19
Trek Financial, LLC
INCREASED
Shares68,982 from 68,393
Change+589 (+1%)
Value$3.7M (-$109.0K)
Filed 2026-10-29
Kingdom Financial Group Llc.
DECREASED
Shares67,347 from 73,876
Change-6,529 (-9%)
Value$3.6M (-$505.4K)
Filed 2026-11-04
PNC Financial Services Group, Inc.
INCREASED
Shares66,343 from 65,808
Change+535 (+1%)
Value$3.6M (-$106.6K)
Filed 2026-11-06
Nations Financial Group Inc,
DECREASED
Shares63,900 from 66,969
Change-3,069 (-5%)
Value$3.5M (-$304.0K)
Filed 2026-11-05
Verus Capital Partners, LLC
INCREASED
Shares63,523 from 62,637
Change+886 (+1%)
Value$3.4M (-$81.1K)
Filed 2026-11-03
Koshinski Asset Management, Inc.
DECREASED
Shares60,815 from 63,319
Change-2,504 (-4%)
Value$3.3M (-$265.9K)
Filed 2026-10-29
William John Sempolinski
DECREASED
Shares59,484 from 59,884
Change-400 (-1%)
Value$3.2M (-$145.0K)
Filed 2026-10-20
Kestra Private Wealth Services, LLC
DECREASED
Shares59,449 from 64,327
Change-4,878 (-8%)
Value$3.2M (-$396.4K)
Filed 2026-11-06
TCP Asset Management, LLC
DECREASED
Shares58,645 from 60,905
Change-2,260 (-4%)
Value$3.2M (-$236.0K)
Filed 2026-10-14
Mlp3, LLC
INCREASED
Shares58,593 from 53,541
Change+5,052 (+9%)
Value$3.2M (+$163.0K)
Filed 2026-10-22
Fifth Third Securities, Inc.
INCREASED
Shares57,274 from 56,673
Change+601 (+1%)
Value$3.1M (-$84.2K)
Filed 2026-10-21
Cushing Capital Partners, LLC
DECREASED
Shares56,785 from 64,676
Change-7,891 (-12%)
Value$3.1M (-$560.2K)
Filed 2026-10-20
Cutler Investment Counsel LLC
DECREASED
Shares56,426 from 61,435
Change-5,009 (-8%)
Value$3.1M (-$397.6K)
Filed 2026-10-28
Kingswood Wealth Advisors, LLC
INCREASED
Shares53,722 from 50,100
Change+3,622 (+7%)
Value$2.9M (+$92.7K)
Filed 2026-10-23
Sigma Planning Corp
DECREASED
Shares51,584 from 51,594
Change-10 (0%)
Value$2.8M (-$101.9K)
Filed 2026-10-23
Connecticut Wealth Management, LLC
INCREASED
Shares50,725 from 50,250
Change+475 (+1%)
Value$2.7M (-$77.8K)
Filed 2026-10-13
Guardsman Private Capital Management, Inc.
UNCHANGED
Shares50,696 from 50,696
Change0 (0%)
Value$2.7M (-$104.4K)
Filed 2026-10-19
Wealth Group Ltd
DECREASED
Shares49,373 from 51,386
Change-2,013 (-4%)
Value$2.7M (-$204.9K)
Filed 2026-10-07
BCS Wealth Management
DECREASED
Shares48,978 from 50,094
Change-1,116 (-2%)
Value$2.6M (-$163.6K)
Filed 2026-11-03
Arthur M. Cohen & Associates, LLC
DECREASED
Shares47,540 from 54,555
Change-7,015 (-13%)
Value$2.6M (-$491.9K)
Filed 2026-10-26
Apollon Wealth Management, LLC
DECREASED
Shares46,490 from 46,816
Change-326 (-1%)
Value$2.5M (-$114.1K)
Filed 2026-10-23
Heck Capital Advisors, LLC
DECREASED
Shares45,024 from 45,415
Change-391 (-1%)
Value$2.4M (-$114.7K)
Filed 2026-10-14
General American Investors Co Inc
UNCHANGED
Shares45,000 from 45,000
Change0 (0%)
Value$2.4M (-$92.7K)
Filed 2026-11-02
Lido Advisors, LLC
INCREASED
Shares44,771 from 41,206
Change+3,565 (+9%)
Value$2.4M (+$108.0K)
Filed 2026-11-04
Centurion Wealth Management LLC
DECREASED
Shares44,760 from 153,824
Change-109,064 (-71%)
Value$2.4M (-$6.2M)
Filed 2026-10-13
Balentine LLC
DECREASED
Shares44,708 from 46,990
Change-2,282 (-5%)
Value$2.4M (-$220.3K)
Filed 2026-11-03
Atlas Brown,Inc.
INCREASED
Shares44,129 from 44,040
Change+89 (+0%)
Value$2.4M (-$85.9K)
Filed 2026-10-09
Moulton Wealth Management, Inc
NEW
Shares44,042
Change+44,042
Value$2.4M
Filed 2026-10-13
Newman Dignan & Sheerar, Inc.
DECREASED
Shares42,805 from 49,660
Change-6,855 (-14%)
Value$2.3M (-$473.1K)
Filed 2026-10-21
Split Rock Private Trading & Wealth Management, LLC
INCREASED
Shares40,769 from 39,846
Change+923 (+2%)
Value$2.2M (-$32.1K)
Filed 2026-10-15
Independent Financial Group, LLC
INCREASED
Shares40,572 from 40,107
Change+465 (+1%)
Value$2.2M (-$57.4K)
Filed 2026-10-13
KPP Advisory Services LLC
DECREASED
Shares40,515 from 52,076
Change-11,561 (-22%)
Value$2.2M (-$732.7K)
Filed 2026-10-26
Robertson Stephens Wealth Management, LLC
DECREASED
Shares39,542 from 39,592
Change-50 (0%)
Value$2.1M (-$84.3K)
Filed 2026-10-16
Breakwater Capital Group
INCREASED
Shares39,513 from 38,687
Change+826 (+2%)
Value$2.1M (-$35.0K)
Filed 2026-10-09
Mowery & Schoenfeld Wealth Management, LLC
DECREASED
Shares38,771 from 49,403
Change-10,632 (-22%)
Value$2.1M (-$677.0K)
Filed 2026-10-28
Dhjj Financial Advisors, Ltd.
DECREASED
Shares38,702 from 51,876
Change-13,174 (-25%)
Value$2.1M (-$819.5K)
Filed 2026-10-23
Macroview Investment Management LLC
DECREASED
Shares38,521 from 40,356
Change-1,835 (-5%)
Value$2.1M (-$182.4K)
Filed 2026-10-26
Beam Wealth Advisors, Inc.
DECREASED
Shares38,372 from 38,538
Change-166 (0%)
Value$2.1M (-$88.4K)
Filed 2026-11-03
Comprehensive Financial Consultants Institutional, Inc.
DECREASED
Shares37,883 from 39,410
Change-1,527 (-4%)
Value$2.0M (-$163.8K)
Filed 2026-10-15
Aspect Partners, LLC
INCREASED
Shares36,872 from 33,617
Change+3,255 (+10%)
Value$2.0M (+$106.8K)
Filed 2026-10-20
MGO One Seven LLC
DECREASED
Shares36,650 from 38,480
Change-1,830 (-5%)
Value$2.0M (-$178.3K)
Filed 2026-10-28
Axxcess Wealth Management, LLC
DECREASED
Shares36,640 from 60,338
Change-23,698 (-39%)
Value$2.0M (-$1.4M)
Filed 2026-10-21
Money Concepts Capital Corp
INCREASED
Shares36,421 from 36,149
Change+272 (+1%)
Value$2.0M (-$59.8K)
Filed 2026-11-06
Global X Japan Co., Ltd.
INCREASED
Shares36,190 from 14,188
Change+22,002 (+155%)
Value$2.0M (+$1.2M)
Filed 2026-10-21
Flagship Harbor Advisors, LLC
DECREASED
Shares36,060 from 36,075
Change-15 (0%)
Value$2.0M (-$75.1K)
Filed 2026-10-26
Vise Technologies, Inc.
DECREASED
Shares35,740 from 36,029
Change-289 (-1%)
Value$1.9M (-$89.8K)
Filed 2026-10-29
Bright Financial Advisors, Inc.
DECREASED
Shares33,300 from 33,446
Change-146 (0%)
Value$1.8M (-$76.8K)
Filed 2026-10-23
Archer Investment Corp
DECREASED
Shares33,261 from 34,051
Change-790 (-2%)
Value$1.8M (-$112.9K)
Filed 2026-11-05
Ellis Investment Partners, LLC
DECREASED
Shares32,335 from 39,777
Change-7,442 (-19%)
Value$1.7M (-$484.6K)
Filed 2026-10-21
Silver Lake Advisory, LLC
DECREASED
Shares31,972 from 32,575
Change-603 (-2%)
Value$1.7M (-$99.7K)
Filed 2026-10-22
Autumn Glory Partners, LLC
UNCHANGED
Shares31,624 from 31,624
Change0 (0%)
Value$1.7M (-$65.1K)
Filed 2026-10-26
Hengehold Capital Management LLC
INCREASED
Shares31,265 from 30,849
Change+416 (+1%)
Value$1.7M (-$41.0K)
Filed 2026-10-16
Steel Grove Capital Advisors, LLC
INCREASED
Shares31,006 from 26,820
Change+4,186 (+16%)
Value$1.7M (+$171.2K)
Filed 2026-10-13
4Wealth Advisors, Inc.
INCREASED
Shares30,032 from 27,310
Change+2,722 (+10%)
Value$1.6M (+$100.9K)
Filed 2026-10-13
Indivisible Partners
NEW
Shares29,540
Change+29,540
Value$1.6M
Filed 2026-10-26
Cora Capital Advisors LLC
DECREASED
Shares29,049 from 29,355
Change-306 (-1%)
Value$1.6M (-$77.0K)
Filed 2026-11-02
Meridian Wealth Management, LLC
INCREASED
Shares28,741 from 28,387
Change+354 (+1%)
Value$1.6M (-$39.4K)
Filed 2026-11-05
MBA Advisors LLC
INCREASED
Shares28,676 from 28,114
Change+562 (+2%)
Value$1.6M (-$27.5K)
Filed 2026-10-29
West Paces Advisors Inc.
DECREASED
Shares28,533 from 30,000
Change-1,467 (-5%)
Value$1.5M (-$141.2K)
Filed 2026-10-13
Daymark Wealth Partners, LLC
DECREASED
Shares28,141 from 31,873
Change-3,732 (-12%)
Value$1.5M (-$267.6K)
Filed 2026-11-04
WealthBridge Capital Management, LLC
DECREASED
Shares28,039 from 31,027
Change-2,988 (-10%)
Value$1.5M (-$225.5K)
Filed 2026-10-16
Financial Partners Group, Inc
DECREASED
Shares27,827 from 29,603
Change-1,776 (-6%)
Value$1.5M (-$157.1K)
Filed 2026-10-19
Paragon Capital Management Ltd
DECREASED
Shares27,046 from 31,061
Change-4,015 (-13%)
Value$1.5M (-$281.2K)
Filed 2026-10-09
Bank of New York Mellon Corp
INCREASED
Shares26,515 from 25,365
Change+1,150 (+5%)
Value$1.4M (+$10.0K)
Filed 2026-11-05
Northwest Financial Advisors
DECREASED
Shares25,905 from 31,396
Change-5,491 (-17%)
Value$1.4M (-$361.7K)
Filed 2026-10-27
Moneco Advisors, LLC
DECREASED
Shares25,840 from 26,244
Change-404 (-2%)
Value$1.4M (-$75.9K)
Filed 2026-11-05
First Heartland Consultants, Inc.
INCREASED
Shares25,523 from 25,403
Change+120 (+0%)
Value$1.4M (-$45.8K)
Filed 2026-10-08
Dala Group, LLC
DECREASED
Shares25,387 from 29,655
Change-4,268 (-14%)
Value$1.4M (-$292.0K)
Filed 2026-10-29
Allied Investment Advisors, LLC
UNCHANGED
Shares25,204 from 25,204
Change0 (0%)
Value$1.4M (-$51.9K)
Filed 2026-10-13
Pathway Financial Advisers, LLC
INCREASED
Shares24,451 from 24,438
Change+13 (+0%)
Value$1.3M (-$49.7K)
Filed 2026-10-27
SP Asset Management LLC
INCREASED
Shares24,312 from 24,188
Change+124 (+1%)
Value$1.3M (-$43.1K)
Filed 2026-11-05
Moran Wealth Management, LLC
DECREASED
Shares24,093 from 246,492
Change-222,399 (-90%)
Value$1.3M (-$12.5M)
Filed 2026-10-22
Compound Planning, Inc.
DECREASED
Shares24,045 from 28,652
Change-4,607 (-16%)
Value$1.3M (-$308.2K)
Filed 2026-11-05
SAX Wealth Advisors, LLC
INCREASED
Shares23,832 from 11,142
Change+12,690 (+114%)
Value$1.3M (+$108.2K)
Filed 2026-10-13
Tactive Advisors, LLC
DECREASED
Shares23,699 from 27,621
Change-3,922 (-14%)
Value$1.3M (-$269.1K)
Filed 2026-10-08
Finward Bancorp
DECREASED
Shares23,322 from 24,872
Change-1,550 (-6%)
Value$1.3M (-$135.1K)
Filed 2026-10-14
High Point Wealth Management, LLC
INCREASED
Shares22,785 from 22,719
Change+66 (+0%)
Value$1.2M (-$43.2K)
Filed 2026-11-05
Sound Financial Strategies Group, LLC
DECREASED
Shares22,665 from 23,045
Change-380 (-2%)
Value$1.2M (-$68.0K)
Filed 2026-10-30
Madison Park Capital Advisors, LLC
DECREASED
Shares22,639 from 25,234
Change-2,595 (-10%)
Value$1.2M (-$125.2K)
Filed 2026-10-28
Councilor Wealth, LLC
DECREASED
Shares22,520 from 24,328
Change-1,808 (-7%)
Value$1.2M (-$148.0K)
Filed 2026-10-09
SeaCrest Wealth Management, LLC
DECREASED
Shares22,418 from 25,182
Change-2,764 (-11%)
Value$1.2M (-$201.4K)
Filed 2026-10-21
Fiscal Wisdom Wealth Management, LLC
INCREASED
Shares22,082 from 21,322
Change+760 (+4%)
Value$1.2M (-$2.8K)
Filed 2026-10-16
Dynamic Advisor Solutions LLC
DECREASED
Shares21,464 from 22,422
Change-958 (-4%)
Value$1.2M (-$98.0K)
Filed 2026-10-13
Total Clarity Wealth Management, Inc.
INCREASED
Shares21,143 from 20,439
Change+704 (+3%)
Value$1.1M (-$4.0K)
Filed 2026-10-26
Chapin Davis, Inc.
INCREASED
Shares21,106 from 20,827
Change+279 (+1%)
Value$1.1M (-$27.8K)
Filed 2026-10-09
Parallel Advisors, LLC
INCREASED
Shares20,564 from 20,517
Change+47 (+0%)
Value$1.1M (-$39.7K)
Filed 2026-11-03
Savant Capital, LLC
DECREASED
Shares20,009 from 21,178
Change-1,169 (-6%)
Value$1.1M (-$466.1K)
Filed 2026-11-06
Succession Financial, Inc.
UNCHANGED
Shares19,980 from 19,980
Change0 (0%)
Value$1.1M (-$41.2K)
Filed 2026-10-14
PKS Advisory Services, LLC
UNCHANGED
Shares19,795 from 19,795
Change0 (0%)
Value$1.1M ($0)
Filed 2026-10-26
Yousif Capital Management, LLC
DECREASED
Shares19,667 from 59,438
Change-39,771 (-67%)
Value$1.1M (-$2.3M)
Filed 2026-10-22
MMA Asset Management LLC
INCREASED
Shares19,258 from 18,561
Change+697 (+4%)
Value$1.0M (-$540)
Filed 2026-11-02
First City Capital Management, Inc.
INCREASED
Shares19,185 from 19,040
Change+145 (+1%)
Value$1.0M (-$31.4K)
Filed 2026-10-27
Lanark Financial, Inc.
DECREASED
Shares18,917 from 19,251
Change-334 (-2%)
Value$1.0M (-$57.7K)
Filed 2026-10-26
Platform Technology Partners
DECREASED
Shares18,877 from 19,047
Change-170 (-1%)
Value$1.0M (-$48.4K)
Filed 2026-11-02
Jeppson Wealth Management, LLC
DECREASED
Shares18,616 from 18,816
Change-200 (-1%)
Value$1.0M (-$49.6K)
Filed 2026-10-20
Sowell Financial Services LLC
DECREASED
Shares18,562 from 20,753
Change-2,191 (-11%)
Value$1.0M (-$161.3K)
Filed 2026-10-23
WealthPlan Investment Management, LLC
DECREASED
Shares18,409 from 22,262
Change-3,853 (-17%)
Value$995.9K (-$254.3K)
Filed 2026-10-15
Virtus Wealth Solutions LLC
INCREASED
Shares18,383 from 18,289
Change+94 (+1%)
Value$994.5K (-$32.6K)
Filed 2026-11-03
Gemmer Asset Management LLC
UNCHANGED
Shares17,547 from 17,547
Change0 (0%)
Value$949.3K (-$36.1K)
Filed 2026-10-16
Regions Financial Corp
NEW
Shares17,310
Change+17,310
Value$936.5K
Filed 2026-11-05
B. Riley Wealth Advisors, Inc.
INCREASED
Shares17,249 from 17,226
Change+23 (+0%)
Value$933.2K (-$37.5K)
Filed 2026-10-13
Michels Family Financial, LLC
DECREASED
Shares17,070 from 17,710
Change-640 (-4%)
Value$923.5K (-$71.1K)
Filed 2026-11-02
Confluence Wealth Services, Inc.
DECREASED
Shares17,059 from 17,677
Change-618 (-3%)
Value$922.9K (-$69.8K)
Filed 2026-11-05
BIP Wealth, LLC
INCREASED
Shares16,956 from 16,222
Change+734 (+5%)
Value$917.3K (+$6.3K)
Filed 2026-10-22
GC Wealth Management RIA, LLC
UNCHANGED
Shares16,848 from 16,848
Change0 (0%)
Value$911.5K (-$34.7K)
Filed 2026-11-02
Aafmaa Wealth Management & Trust LLC
UNCHANGED
Shares16,800 from 16,800
Change0 (0%)
Value$908.9K (-$34.6K)
Filed 2026-10-14
Merit Financial Group, LLC
INCREASED
Shares16,610 from 4,126
Change+12,484 (+303%)
Value$898.6K (+$666.9K)
Filed 2026-11-06
HBW Advisory Services LLC
INCREASED
Shares16,101 from 14,646
Change+1,455 (+10%)
Value$871.1K (+$48.5K)
Filed 2026-10-15
StoneX Group Inc.
INCREASED
Shares16,086 from 13,922
Change+2,164 (+16%)
Value$875.1K (+$93.3K)
Filed 2026-11-03
ASL Financial, LLC
UNCHANGED
Shares16,078 from 16,078
Change0 (0%)
Value$869.8K (-$33.1K)
Filed 2026-10-15
Evergreen Capital Management LLC
INCREASED
Shares15,815 from 7,310
Change+8,505 (+116%)
Value$855.6K (+$445.1K)
Filed 2026-10-23
AlphaStar Capital Management, LLC
INCREASED
Shares15,804 from 15,299
Change+505 (+3%)
Value$855.0K (-$4.2K)
Filed 2026-10-16
Wealthcare Capital Partners, LLC
INCREASED
Shares15,772 from 14,632
Change+1,140 (+8%)
Value$853.3K (+$31.5K)
Filed 2026-10-21
Whitener Capital Management, Inc.
INCREASED
Shares15,714 from 14,578
Change+1,136 (+8%)
Value$850.2K (+$31.4K)
Filed 2026-10-15
Provenance Wealth Advisors, LLC
INCREASED
Shares15,600 from 11,600
Change+4,000 (+34%)
Value$844.0K (+$192.5K)
Filed 2026-10-30
BlueChip Wealth Advisors LLC
DECREASED
Shares15,416 from 15,536
Change-120 (-1%)
Value$834.0K (-$38.5K)
Filed 2026-11-03
SkyOak Wealth, LLC
DECREASED
Shares14,955 from 16,042
Change-1,087 (-7%)
Value$809.1K (-$91.9K)
Filed 2026-10-28
Cross Staff Investments Inc
DECREASED
Shares14,927 from 15,191
Change-264 (-2%)
Value$807.5K (-$45.6K)
Filed 2026-10-22
Atria Investments, Inc
DECREASED
Shares14,915 from 18,515
Change-3,600 (-19%)
Value$806.9K (-$232.9K)
Filed 2026-10-15
Ullmann Wealth Partners Group, LLC
UNCHANGED
Shares14,878 from 14,878
Change0 (0%)
Value$804.9K (-$30.6K)
Filed 2026-11-02
Simplex Trading, LLC
INCREASED
Shares14,652 from 9,520
Change+5,132 (+54%)
Value$792.7K (+$258.0K)
Filed 2026-11-04
Blueprint Investment Partners LLC
INCREASED
Shares14,521 from 10,090
Change+4,431 (+44%)
Value$785.6K (+$218.9K)
Filed 2026-10-28
HB Wealth Management, LLC
DECREASED
Shares14,447 from 18,559
Change-4,112 (-22%)
Value$781.6K (-$260.7K)
Filed 2026-10-23
KFA Private Wealth Group, LLC
DECREASED
Shares14,301 from 14,612
Change-311 (-2%)
Value$773.7K (-$47.0K)
Filed 2026-10-07
TD Private Client Wealth LLC
DECREASED
Shares14,139 from 16,295
Change-2,156 (-13%)
Value$764.9K (-$150.2K)
Filed 2026-10-28
Montag A & Associates Inc
UNCHANGED
Shares14,024 from 14,024
Change0 (0%)
Value$758.7K (-$28.9K)
Filed 2026-10-29
Aspiriant, LLC
INCREASED
Shares13,880 from 8,104
Change+5,776 (+71%)
Value$750.9K (+$295.8K)
Filed 2026-10-16
KOM Wealth Management Group, LLC
DECREASED
Shares13,864 from 13,917
Change-53 (0%)
Value$750.0K (-$31.5K)
Filed 2026-10-15
Montis Financial, LLC
INCREASED
Shares13,828 from 13,803
Change+25 (+0%)
Value$748.1K (-$27.0K)
Filed 2026-11-04
Victory Financial Group, LLC
INCREASED
Shares13,785 from 11,153
Change+2,632 (+24%)
Value$745.8K (+$119.4K)
Filed 2026-10-27
Park Avenue Securities LLC
DECREASED
Shares13,690 from 13,898
Change-208 (-1%)
Value$741 (-$780.3K)
Filed 2026-10-26
Beaumont Financial Advisors, LLC
INCREASED
Shares13,651 from 13,648
Change+3 (+0%)
Value$738.5K (-$27.9K)
Filed 2026-10-22
CoreCap Advisors, LLC
INCREASED
Shares13,586 from 12,857
Change+729 (+6%)
Value$735.0K (+$13.0K)
Filed 2026-10-08
Benin Management Corp
UNCHANGED
Shares13,450 from 13,450
Change0 (0%)
Value$727.6K (-$27.7K)
Filed 2026-10-22
Choreo, LLC
INCREASED
Shares13,420 from 13,368
Change+52 (+0%)
Value$726.0K (-$24.7K)
Filed 2026-10-28
Paragon Private Wealth Management, LLC
DECREASED
Shares13,343 from 15,301
Change-1,958 (-13%)
Value$721.9K (-$137.5K)
Filed 2026-10-20
Acorn Wealth Advisors, LLC
INCREASED
Shares13,181 from 13,173
Change+8 (+0%)
Value$713.1K (-$26.7K)
Filed 2026-10-19
Wagner Wealth Management, LLC
INCREASED
Shares13,136 from 13,096
Change+40 (+0%)
Value$710.6K (-$24.8K)
Filed 2026-10-21
Lighthouse Financial Services Inc
INCREASED
Shares13,070 from 12,249
Change+821 (+7%)
Value$707.1K (+$13.4K)
Filed 2026-11-02
Fidelity D & D Bancorp Inc
UNCHANGED
Shares12,982 from 12,982
Change0 (0%)
Value$702.3K (-$26.7K)
Filed 2026-11-05
CFC Planning Co LLC
INCREASED
Shares12,953 from 12,506
Change+447 (+4%)
Value$700.8K (-$1.5K)
Filed 2026-10-28
Moody National Bank Trust Division
UNCHANGED
Shares12,868 from 12,868
Change0 (0%)
Value$696.2K (-$26.5K)
Filed 2026-10-06
Kellett Wealth Advisors, LLC
DECREASED
Shares12,676 from 13,356
Change-680 (-5%)
Value$685.8K (-$64.3K)
Filed 2026-10-15
HT Partners LLC
UNCHANGED
Shares12,576 from 12,576
Change0 (0%)
Value$680.4K (-$25.9K)
Filed 2026-10-20
Meridian Financial Advisors, LLC
DECREASED
Shares12,546 from 13,445
Change-899 (-7%)
Value$678.7K (-$76.3K)
Filed 2026-10-14
Focus Financial Network, Inc.
DECREASED
Shares12,485 from 12,524
Change-39 (0%)
Value$675.4K (-$27.9K)
Filed 2026-10-14
Principle Wealth Partners LLC
INCREASED
Shares12,242 from 9,806
Change+2,436 (+25%)
Value$662.3K (+$111.6K)
Filed 2026-11-02
IFP Advisors, Inc
DECREASED
Shares12,157 from 12,773
Change-616 (-5%)
Value$657.7K (-$59.6K)
Filed 2026-10-16
Marks Group Wealth Management, Inc
UNCHANGED
Shares12,136 from 12,136
Change0 (0%)
Value$656.6K (-$25.0K)
Filed 2026-11-05
McHugh Group, LLC
INCREASED
Shares12,116 from 12,055
Change+61 (+1%)
Value$655.6K (-$21.5K)
Filed 2026-10-19
Harbor Investment Advisory, LLC
DECREASED
Shares12,066 from 12,916
Change-850 (-7%)
Value$652.8K (-$72.6K)
Filed 2026-10-13
Heritage Wealth Management, Inc.
DECREASED
Shares11,598 from 11,798
Change-200 (-2%)
Value$627.5K (-$35.1K)
Filed 2026-10-28
Key Client Fiduciary Advisors, LLC
DECREASED
Shares11,591 from 11,610
Change-19 (0%)
Value$627.1K (-$25.0K)
Filed 2026-10-19
Lewis Asset Management, LLC
INCREASED
Shares11,541 from 11,503
Change+38 (+0%)
Value$624.3K (-$21.7K)
Filed 2026-10-14
Bath Savings Trust Co
INCREASED
Shares11,293 from 11,251
Change+42 (+0%)
Value$611.0K (-$20.9K)
Filed 2026-10-07
Owl Creek Wealth Partners LLC
DECREASED
Shares11,276 from 11,481
Change-205 (-2%)
Value$610.0K (-$34.8K)
Filed 2026-10-20
Diversified Enterprises, LLC
INCREASED
Shares11,223 from 8,742
Change+2,481 (+28%)
Value$607.2K (+$116.2K)
Filed 2026-10-19
Brady Family Wealth, LLC
UNCHANGED
Shares11,194 from 11,194
Change0 (0%)
Value$605.6K (-$23.1K)
Filed 2026-11-02
Emergent Wealth Advisors, LLC
DECREASED
Shares11,112 from 11,146
Change-34 (0%)
Value$601.1K (-$24.8K)
Filed 2026-10-09
Signal Advisors Wealth, LLC
DECREASED
Shares10,959 from 11,096
Change-137 (-1%)
Value$592.9K (-$30.2K)
Filed 2026-10-13
Melone Private Wealth, LLC
UNCHANGED
Shares10,807 from 10,807
Change0 (0%)
Value$584.7K (-$22.3K)
Filed 2026-10-16
Ascentis Wealth Management, LLC
INCREASED
Shares10,758 from 7,696
Change+3,062 (+40%)
Value$582.0K (+$149.8K)
Filed 2026-11-03
Realta Investment Advisors
INCREASED
Shares10,723 from 9,563
Change+1,160 (+12%)
Value$580.1K (+$43.1K)
Filed 2026-10-14
James J. Burns & Company, LLC
DECREASED
Shares10,653 from 10,671
Change-18 (0%)
Value$576.3K (-$22.9K)
Filed 2026-10-22
Mine & Arao Wealth Creation & Management, Llc.
INCREASED
Shares10,628 from 10,586
Change+42 (+0%)
Value$575.0K (-$19.5K)
Filed 2026-10-29
Strategic Wealth Investment Group, LLC
DECREASED
Shares10,504 from 11,244
Change-740 (-7%)
Value$568.3K (-$63.2K)
Filed 2026-10-29
Valley National Advisers Inc
INCREASED
Shares10,353 from 10,350
Change+3 (+0%)
Value$560.1K (-$21.2K)
Filed 2026-10-23
Syntegra Private Wealth Group, LLC
INCREASED
Shares10,251 from 10,229
Change+22 (+0%)
Value$554.6K (-$19.9K)
Filed 2026-10-13
Castle Rock Wealth Management, LLC
DECREASED
Shares10,207 from 10,415
Change-208 (-2%)
Value$558.8K (-$31.0K)
Filed 2026-10-09
Modera Wealth Management, LLC
NEW
Shares10,184
Change+10,184
Value$551.0K
Filed 2026-10-28
Imc-Chicago, LLC
NEW
Shares10,123
Change+10,123
Value$547.7K
Filed 2026-11-05
Veracity Capital LLC
DECREASED
Shares10,102 from 10,124
Change-22 (0%)
Value$546.5K (-$22.0K)
Filed 2026-10-08
Riverbend Wealth Management, LLC
UNCHANGED
Shares10,043 from 10,043
Change0 (0%)
Value$543.3K (-$20.7K)
Filed 2026-10-15
Grant Private Wealth Management Inc
INCREASED
Shares9,996 from 4,736
Change+5,260 (+111%)
Value$540.8K (+$274.8K)
Filed 2026-10-19
Cornerstone Wealth Management, LLC
INCREASED
Shares9,995 from 9,984
Change+11 (+0%)
Value$540.7K (-$20.0K)
Filed 2026-11-04
Gryphon Financial Partners LLC
INCREASED
Shares9,877 from 9,848
Change+29 (+0%)
Value$534.4K (-$18.7K)
Filed 2026-11-04
waypoint wealth counsel
INCREASED
Shares9,810 from 9,781
Change+29 (+0%)
Value$530.7K (-$18.6K)
Filed 2026-10-22
Fisher Asset Management, LLC
INCREASED
Shares9,738 from 5,037
Change+4,701 (+93%)
Value$526.9K (+$243.9K)
Filed 2026-11-06
Family Capital Management, Inc.
INCREASED
Shares9,490 from 9,473
Change+17 (+0%)
Value$513.4K (-$18.6K)
Filed 2026-11-03
Cherry Creek Investment Advisors, Inc.
INCREASED
Shares9,203 from 9,169
Change+34 (+0%)
Value$497.9K (-$17.1K)
Filed 2026-10-14
Intrua Financial, LLC
UNCHANGED
Shares9,045 from 9,045
Change0 (0%)
Value$489.4K (-$18.6K)
Filed 2026-10-28
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares8,946 from 8,903
Change+43 (+0%)
Value$484.0K (-$16.0K)
Filed 2026-10-20
Lavelle Capital LP
INCREASED
Shares8,671 from 8,648
Change+23 (+0%)
Value$469.1K (-$16.6K)
Filed 2026-11-03
QTR Family Wealth, LLC
INCREASED
Shares8,616 from 8,589
Change+27 (+0%)
Value$466.1K (-$16.2K)
Filed 2026-11-02
Joel Isaacson & Co., LLC
INCREASED
Shares8,538 from 8,507
Change+31 (+0%)
Value$461.9K (-$15.9K)
Filed 2026-11-05
Simplicity Wealth,LLC
INCREASED
Shares8,525 from 4,595
Change+3,930 (+86%)
Value$461.2K (+$203.1K)
Filed 2026-10-23
Guidance Capital, Inc
DECREASED
Shares8,326 from 8,737
Change-411 (-5%)
Value$500.9K (+$181)
Filed 2026-11-03
One Day In July LLC
UNCHANGED
Shares8,284 from 8,284
Change0 (0%)
Value$448.2K (-$17.1K)
Filed 2026-10-30
National Wealth Management Group, LLC
DECREASED
Shares8,263 from 9,432
Change-1,169 (-12%)
Value$447.0K (-$82.7K)
Filed 2026-10-26
International Assets Investment Management, LLC
INCREASED
Shares8,263 from 7,813
Change+450 (+6%)
Value$448.1K (+$5.7K)
Filed 2026-11-02
Legacy Financial Strategies, LLC
UNCHANGED
Shares8,214 from 8,214
Change0 (0%)
Value$444.4K (-$16.9K)
Filed 2026-10-15
Latitude Advisors, LLC
DECREASED
Shares8,140 from 11,306
Change-3,166 (-28%)
Value$440.4K (-$194.6K)
Filed 2026-10-27
Tempus Wealth Planning, LLC
UNCHANGED
Shares8,062 from 8,062
Change0 (0%)
Value$436.2K (-$16.6K)
Filed 2026-10-14
Define Financial, LLC
INCREASED
Shares7,996 from 7,955
Change+41 (+1%)
Value$432.6K (-$14.2K)
Filed 2026-10-14
Clear Harbor Asset Management, LLC
INCREASED
Shares7,912 from 7,911
Change+1 (+0%)
Value$428.0K (-$16.3K)
Filed 2026-11-05
McAdam, LLC
INCREASED
Shares7,859 from 7,858
Change+1 (+0%)
Value$425.2K (-$16.1K)
Filed 2026-10-21
Capital Asset Advisory Services LLC
DECREASED
Shares7,850 from 11,242
Change-3,392 (-30%)
Value$462.7K (-$168.7K)
Filed 2026-10-30
LongView Wealth Management
UNCHANGED
Shares7,836 from 7,836
Change0 (0%)
Value$423.9K (-$16.1K)
Filed 2026-10-19
Diversified Portfolios, Inc.
NEW
Shares7,682
Change+7,682
Value$415.6K
Filed 2026-11-04
Karras Company, Inc.
DECREASED
Shares7,548 from 7,598
Change-50 (-1%)
Value$408.3K (-$18.4K)
Filed 2026-10-16
Perryman Financial Advisory Inc
DECREASED
Shares7,536 from 7,764
Change-228 (-3%)
Value$407.7K (-$28.3K)
Filed 2026-10-16
Daiwa Securities Group Inc.
DECREASED
Shares7,475 from 9,818
Change-2,343 (-24%)
Value$404.4K (-$147.0K)
Filed 2026-10-29
Capital Investment Advisors, LLC
DECREASED
Shares7,430 from 7,580
Change-150 (-2%)
Value$402.0K (-$23.7K)
Filed 2026-10-22
Earned Wealth Advisors, LLC
UNCHANGED
Shares7,419 from 7,419
Change0 (0%)
Value$401.4K (-$15.3K)
Filed 2026-11-06
Ignite Planners, LLC
INCREASED
Shares7,405 from 7,369
Change+36 (+0%)
Value$400.6K (-$13.3K)
Filed 2026-10-14
Rockwood Wealth Management, LLC
DECREASED
Shares7,400 from 8,836
Change-1,436 (-16%)
Value$400.3K (-$95.9K)
Filed 2026-10-27
Optivise Advisory Services LLC
UNCHANGED
Shares7,399 from 7,399
Change0 (0%)
Value$400.3K (-$15.2K)
Filed 2026-10-19
Hofer & Associates. Inc
NEW
Shares7,304
Change+7,304
Value$395.2K
Filed 2026-10-13
RED Crane Wealth Management, LLC
INCREASED
Shares7,304 from 7,276
Change+28 (+0%)
Value$395.2K (-$13.5K)
Filed 2026-10-14
Nicholas Hoffman & Company, Llc.
UNCHANGED
Shares7,263 from 7,263
Change0 (0%)
Value$392.9K (-$15.0K)
Filed 2026-10-30
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares7,194 from 794
Change+6,400 (+806%)
Value$389 (-$44.6K)
Filed 2026-11-02
Pinnacle Associates LTD
INCREASED
Shares7,080 from 6,300
Change+780 (+12%)
Value$383.0K (+$29.2K)
Filed 2026-10-20
Stirlingshire Investments, Inc.
DECREASED
Shares7,067 from 7,368
Change-301 (-4%)
Value$382.3K (-$31.5K)
Filed 2026-11-05
Boyce & Associates Wealth Consulting, Inc.
INCREASED
Shares7,005 from 6,617
Change+388 (+6%)
Value$379.0K (+$7.3K)
Filed 2026-10-14
Central Trust Co
DECREASED
Shares6,950 from 7,130
Change-180 (-3%)
Value$376.0K (-$24.4K)
Filed 2026-11-05
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares6,845 from 7,004
Change-159 (-2%)
Value$370.3K (-$23.0K)
Filed 2026-10-05
Nikulski Financial, Inc.
DECREASED
Shares6,842 from 6,933
Change-91 (-1%)
Value$370.2K (-$19.2K)
Filed 2026-11-06
Eagle Bay Advisors LLC
DECREASED
Shares6,839 from 7,179
Change-340 (-5%)
Value$370.0K (-$33.2K)
Filed 2026-10-16
Saxon Interests, Inc.
INCREASED
Shares6,832 from 6,560
Change+272 (+4%)
Value$369.6K (+$1.2K)
Filed 2026-10-26
WealthSpring Partners, LLC
INCREASED
Shares6,736 from 6,735
Change+1 (+0%)
Value$364.4K (-$13.8K)
Filed 2026-10-14
Clear Creek Financial Management, LLC
INCREASED
Shares6,673 from 6,350
Change+323 (+5%)
Value$361.0K (+$4.4K)
Filed 2026-10-28
Raab & Moskowitz Asset Management LLC
UNCHANGED
Shares6,668 from 6,668
Change0 (0%)
Value$360.7K (-$13.7K)
Filed 2026-11-02
Detalus Advisors, LLC
INCREASED
Shares6,622 from 6,621
Change+1 (+0%)
Value$358.3K (-$13.6K)
Filed 2026-10-15
Heritage Family Offices, LLP
UNCHANGED
Shares6,608 from 6,608
Change0 (0%)
Value$357.5K (-$13.6K)
Filed 2026-11-02
Mather Group, Llc.
DECREASED
Shares6,597 from 6,656
Change-59 (-1%)
Value$356.9K (-$16.9K)
Filed 2026-10-14
Enclave Advisors LLC
INCREASED
Shares6,581 from 6,566
Change+15 (+0%)
Value$356.0K (-$12.7K)
Filed 2026-10-14
LVM Capital Management LTD
UNCHANGED
Shares6,580 from 6,580
Change0 (0%)
Value$356.0K (+$355.6K)
Filed 2026-10-20
Integrity Alliance, Llc.
INCREASED
Shares6,578 from 6,066
Change+512 (+8%)
Value$355.9K (+$15.2K)
Filed 2026-10-29
WealthPLAN Partners, LLC
INCREASED
Shares6,569 from 6,555
Change+14 (+0%)
Value$355.4K (-$12.7K)
Filed 2026-10-15
Capital Advisors, Ltd. LLC
DECREASED
Shares6,550 from 7,636
Change-1,086 (-14%)
Value$354 (-$75)
Filed 2026-10-27
Lake Street Private Wealth, LLC
INCREASED
Shares6,537 from 5,620
Change+917 (+16%)
Value$353.7K (+$38.0K)
Filed 2026-10-22
Gamma Investing LLC
DECREASED
Shares6,425 from 6,430
Change-5 (0%)
Value$347.6K (-$13.5K)
Filed 2026-10-08
Capital Squared Financial LLC
INCREASED
Shares6,418 from 5,413
Change+1,005 (+19%)
Value$347.2K (+$43.2K)
Filed 2026-10-30
Russell Investments Group, Ltd.
INCREASED
Shares6,356 from 6,035
Change+321 (+5%)
Value$343.9K (+$4.9K)
Filed 2026-11-06
Retireful, LLC
INCREASED
Shares6,332 from 5,845
Change+487 (+8%)
Value$342.6K (+$14.3K)
Filed 2026-10-09
United Capital Management of KS, Inc.
DECREASED
Shares6,260 from 6,316
Change-56 (-1%)
Value$338.7K (-$16.0K)
Filed 2026-11-04
Eclectic Associates Inc
DECREASED
Shares6,212 from 8,327
Change-2,115 (-25%)
Value$336.1K (-$131.5K)
Filed 2026-10-09
RIA Advisory Group LLC
DECREASED
Shares6,188 from 6,701
Change-513 (-8%)
Value$334.8K (-$41.5K)
Filed 2026-10-15
Laurel OAK Wealth Management, LLC
UNCHANGED
Shares6,170 from 6,170
Change0 (0%)
Value$333.8K (-$12.7K)
Filed 2026-10-19
ProCore Advisors, LLC
UNCHANGED
Shares6,170 from 6,170
Change0 (0%)
Value$333.8K (-$12.7K)
Filed 2026-10-14
Guilbault Capital LLC
DECREASED
Shares6,156 from 7,198
Change-1,042 (-14%)
Value$333.0K (-$71.2K)
Filed 2026-10-28
Brown Wealth Management, LLC
DECREASED
Shares6,140 from 129,532
Change-123,392 (-95%)
Value$332.2K (-$6.9M)
Filed 2026-10-20
Graves Light Lenhart Wealth, Inc.
UNCHANGED
Shares6,102 from 6,102
Change0 (0%)
Value$330.1K (-$12.6K)
Filed 2026-10-09
Signaturefd, LLC
UNCHANGED
Shares6,044 from 6,044
Change0 (0%)
Value$327.0K (-$12.5K)
Filed 2026-10-23
Hickory Point Bank & Trust
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$324.6K (-$12.4K)
Filed 2026-10-01
Brandywine OAK Private Wealth LLC
UNCHANGED
Shares5,974 from 5,974
Change0 (0%)
Value$323.2K (-$12.3K)
Filed 2026-10-23
DB&C Advisors, LLC
INCREASED
Shares5,965 from 5,938
Change+27 (+0%)
Value$322.7K (-$10.7K)
Filed 2026-10-26
Rudd Co d/b/a Styre Wealth
NEW
Shares5,922
Change+5,922
Value$336.3K
Filed 2026-10-29
Cyndeo Wealth Partners, LLC
DECREASED
Shares5,917 from 6,066
Change-149 (-2%)
Value$320.1K (-$20.6K)
Filed 2026-10-16
Cottage Street Advisors LLC
INCREASED
Shares5,904 from 5,877
Change+27 (+0%)
Value$319.4K (-$10.6K)
Filed 2026-10-19
Evexia Wealth LLC
DECREASED
Shares5,894 from 6,044
Change-150 (-2%)
Value$343.6K (-$3.5K)
Filed 2026-11-05
Phraction Management LLC
UNCHANGED
Shares5,870 from 5,870
Change0 (0%)
Value$317.6K (-$12.1K)
Filed 2026-10-14
S.A. Mason LLC
UNCHANGED
Shares5,860 from 5,860
Change0 (0%)
Value$317.0K (-$12.1K)
Filed 2026-10-13
Clark Asset Management, LLC
UNCHANGED
Shares5,852 from 5,852
Change0 (0%)
Value$316.6K (-$12.1K)
Filed 2026-10-19
Global Strategic Investment Solutions, LLC
INCREASED
Shares5,763 from 5,759
Change+4 (+0%)
Value$311.8K (-$11.7K)
Filed 2026-10-16
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares5,758 from 5,758
Change0 (0%)
Value$311.5K (-$11.9K)
Filed 2026-10-15
AdvisorNet Financial, Inc
INCREASED
Shares5,698 from 4,704
Change+994 (+21%)
Value$320.0K (+$55.8K)
Filed 2026-10-15
Avior Wealth Management, LLC
INCREASED
Shares5,677 from 5,666
Change+11 (+0%)
Value$307.1K (-$11.1K)
Filed 2026-10-13
Howland Capital Management LLC
DECREASED
Shares5,642 from 6,176
Change-534 (-9%)
Value$305.2K (-$41.6K)
Filed 2026-10-22
Annex Advisory Services, LLC
DECREASED
Shares5,641 from 6,082
Change-441 (-7%)
Value$305.2K (-$36.4K)
Filed 2026-10-16
Kennedy Investment Group, Inc.
UNCHANGED
Shares5,556 from 5,556
Change0 (0%)
Value$300.6K (-$11.4K)
Filed 2026-10-21
Eastern Bank
DECREASED
Shares5,546 from 11,120
Change-5,574 (-50%)
Value$300.0K (-$324.5K)
Filed 2026-10-05
Andrews Advisory Associates, LLC
DECREASED
Shares5,534 from 5,772
Change-238 (-4%)
Value$299.4K (-$24.8K)
Filed 2026-10-15
Beese Fulmer Investment Management, Inc.
DECREASED
Shares5,529 from 5,746
Change-217 (-4%)
Value$299.1K (-$23.6K)
Filed 2026-10-23
Level Four Advisory Services, LLC
DECREASED
Shares5,490 from 5,937
Change-447 (-8%)
Value$297.0K (-$36.4K)
Filed 2026-11-06
Onyx Bridge Wealth Group LLC
UNCHANGED
Shares5,434 from 5,434
Change0 (0%)
Value$294.0K (-$11.2K)
Filed 2026-10-16
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares5,414 from 5,414
Change0 (0%)
Value$292.9K (-$11.2K)
Filed 2026-10-19
Essex Bank
UNCHANGED
Shares5,332 from 5,332
Change0 (0%)
Value$288.4K (-$11.0K)
Filed 2026-10-16
LVW Advisors, LLC
UNCHANGED
Shares5,324 from 5,324
Change0 (0%)
Value$288.0K (-$11.0K)
Filed 2026-10-19
LightSquare Wealth Management, LLC
UNCHANGED
Shares5,272 from 5,272
Change0 (0%)
Value$285.2K (-$10.9K)
Filed 2026-11-03
Asio Capital, LLC
NEW
Shares5,180
Change+5,180
Value$280.2K
Filed 2026-10-19
Collaborative Wealth Managment Inc.
UNCHANGED
Shares5,171 from 5,171
Change0 (0%)
Value$279.7K (-$10.7K)
Filed 2026-11-06
Kentucky Trust Co
UNCHANGED
Shares5,144 from 5,144
Change0 (0%)
Value$278.3K (-$10.6K)
Filed 2026-10-15
Assetmark, Inc
INCREASED
Shares5,080 from 2,704
Change+2,376 (+88%)
Value$274.8K (+$123.0K)
Filed 2026-10-21
Accredited Investors Inc.
INCREASED
Shares5,052 from 5,051
Change+1 (+0%)
Value$273.3K (-$10.3K)
Filed 2026-11-03
Aspen Wealth Management LLC
UNCHANGED
Shares5,033 from 5,033
Change0 (0%)
Value$272.3K (-$10.4K)
Filed 2026-10-14
Cornell Pochily Investment Advisors, Inc.
DECREASED
Shares5,020 from 5,308
Change-288 (-5%)
Value$271.6K (-$26.5K)
Filed 2026-10-19
Old National Bancorp
DECREASED
Shares4,984 from 5,084
Change-100 (-2%)
Value$269.6K (-$15.9K)
Filed 2026-10-20
Sage Investment Advisers LLC
INCREASED
Shares4,961 from 4,943
Change+18 (+0%)
Value$268.4K (-$9.2K)
Filed 2026-10-21
McKinley Carter Wealth Services, Inc.
UNCHANGED
Shares4,901 from 4,901
Change0 (0%)
Value$265.1K (-$10.1K)
Filed 2026-10-16
Stablepoint Partners, LLC
DECREASED
Shares4,867 from 5,388
Change-521 (-10%)
Value$263.3K (-$39.3K)
Filed 2026-11-03
RS Crum Inc.
UNCHANGED
Shares4,840 from 4,840
Change0 (0%)
Value$261.8K (-$10.0K)
Filed 2026-10-19
Wesbanco Bank Inc
INCREASED
Shares4,820 from 3,865
Change+955 (+25%)
Value$260.8K (+$43.7K)
Filed 2026-11-04
Essex LLC
DECREASED
Shares4,799 from 4,850
Change-51 (-1%)
Value$259.6K (-$12.7K)
Filed 2026-10-14
Diversify Wealth Management, LLC
DECREASED
Shares4,788 from 6,107
Change-1,319 (-22%)
Value$272.3K (-$78.7K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares4,788 from 6,107
Change-1,319 (-22%)
Value$272.3K (-$78.7K)
Filed 2026-10-20
Westside Investment Management, Inc.
UNCHANGED
Shares4,760 from 4,760
Change0 (0%)
Value$258.5K (-$8.9K)
Filed 2026-11-02
BOS Asset Management, LLC
UNCHANGED
Shares4,758 from 4,758
Change0 (0%)
Value$257.4K (-$9.8K)
Filed 2026-10-09
Strategic Advisors LLC
DECREASED
Shares4,756 from 5,232
Change-476 (-9%)
Value$257.3K (-$36.5K)
Filed 2026-10-13
Crescent Grove Advisors, LLC
DECREASED
Shares4,748 from 9,148
Change-4,400 (-48%)
Value$256.9K (-$256.9K)
Filed 2026-10-21
Capital Advisors Wealth Management, LLC
DECREASED
Shares4,726 from 5,198
Change-472 (-9%)
Value$255.7K (-$36.3K)
Filed 2026-10-09
Sage Mountain Advisors LLC
UNCHANGED
Shares4,664 from 4,664
Change0 (0%)
Value$252.3K (-$9.6K)
Filed 2026-11-02
Private Trust Co NA
INCREASED
Shares4,570 from 4,556
Change+14 (+0%)
Value$247.2K (-$8.6K)
Filed 2026-10-20
Strategic Blueprint, LLC
INCREASED
Shares4,569 from 4,566
Change+3 (+0%)
Value$247.2K (-$9.2K)
Filed 2026-10-22
Investment Partners, Ltd.
NEW
Shares4,528
Change+4,528
Value$244.9K
Filed 2026-10-29
Promethium Advisors,llc
DECREASED
Shares4,524 from 5,464
Change-940 (-17%)
Value$244.7K (-$62.1K)
Filed 2026-10-19
Stanley-Laman Group, Ltd.
UNCHANGED
Shares4,420 from 4,420
Change0 (0%)
Value$239.1K (-$9.1K)
Filed 2026-10-20
Guardian Capital, LLC
DECREASED
Shares4,404 from 4,537
Change-133 (-3%)
Value$238.2K (-$16.6K)
Filed 2026-11-06
Traynor Capital Management, Inc.
NEW
Shares4,388
Change+4,388
Value$237.4K
Filed 2026-10-29
Meitav Investment House LTD
DECREASED
Shares4,386 from 6,830
Change-2,444 (-36%)
Value$237.3K (-$146.1K)
Filed 2026-10-28
Dagco, Inc.
UNCHANGED
Shares4,350 from 4,350
Change0 (0%)
Value$235.3K (-$9.0K)
Filed 2026-10-20
Northbridge Financial Group, LLC
UNCHANGED
Shares4,298 from 4,298
Change0 (0%)
Value$235.3K (-$6.1K)
Filed 2026-11-05
CFM Wealth Partners LLC
UNCHANGED
Shares4,248 from 4,248
Change0 (0%)
Value$229.8K (-$8.8K)
Filed 2026-11-05
Magnus Financial Group LLC
INCREASED
Shares4,245 from 4,226
Change+19 (+0%)
Value$229.7K (-$7.7K)
Filed 2026-10-21
Founders Financial Securities LLC
INCREASED
Shares4,238 from 4,170
Change+68 (+2%)
Value$229.3K (-$4.9K)
Filed 2026-10-28
Waldron Private Wealth LLC
DECREASED
Shares4,204 from 4,648
Change-444 (-10%)
Value$227.4K (-$33.6K)
Filed 2026-11-02
Strategy Asset Managers LLC
UNCHANGED
Shares4,200 from 4,200
Change0 (0%)
Value$227.2K (-$8.7K)
Filed 2026-10-14
Kelly Financial Group LLC
UNCHANGED
Shares4,160 from 4,160
Change0 (0%)
Value$225.1K (-$8.6K)
Filed 2026-10-16
Granville Capital, Inc.
DECREASED
Shares4,157 from 8,787
Change-4,630 (-53%)
Value$224.9K (-$268.6K)
Filed 2026-11-05
Anson Capital, Inc.
UNCHANGED
Shares4,116 from 4,116
Change0 (0%)
Value$222.7K (-$8.5K)
Filed 2026-10-23
Morey & Quinn Wealth Partners, LLC
INCREASED
Shares4,097 from 4,095
Change+2 (+0%)
Value$221.7K (-$8.3K)
Filed 2026-10-28
Gilpin Wealth Management, LLC
DECREASED
Shares4,070 from 4,840
Change-770 (-16%)
Value$220.2K (-$51.6K)
Filed 2026-10-09
Welch & Forbes LLC
INCREASED
Shares4,010 from 3,992
Change+18 (+0%)
Value$216.9K (-$7.2K)
Filed 2026-11-04
Larson Financial Group LLC
INCREASED
Shares3,987 from 3,977
Change+10 (+0%)
Value$215.7K (-$7.6K)
Filed 2026-11-05
Cooper Financial Group
DECREASED
Shares3,963 from 4,121
Change-158 (-4%)
Value$214.4K (-$17.0K)
Filed 2026-10-07
Crestwood Advisors Group, LLC
INCREASED
Shares3,914 from 3,912
Change+2 (+0%)
Value$211.7K (-$8.0K)
Filed 2026-10-27
Curran Financial Partners, LLC
DECREASED
Shares3,900 from 4,362
Change-462 (-11%)
Value$211.0K (-$34.0K)
Filed 2026-11-04
NBH Bank
DECREASED
Shares3,900 from 3,950
Change-50 (-1%)
Value$211.0K (-$10.8K)
Filed 2026-11-05
Red Mountain Financial, LLC
INCREASED
Shares3,898 from 3,890
Change+8 (+0%)
Value$210.9K (-$7.6K)
Filed 2026-11-03
ARS Wealth Advisors Group, LLC
UNCHANGED
Shares3,897 from 3,897
Change0 (0%)
Value$210.8K (-$8.0K)
Filed 2026-10-16
Segment Wealth Management, LLC
UNCHANGED
Shares3,860 from 3,860
Change0 (0%)
Value$208.8K (-$8.0K)
Filed 2026-10-26
Wrenne Financial Planning LLC
UNCHANGED
Shares3,846 from 3,846
Change0 (0%)
Value$208.1K (-$7.9K)
Filed 2026-10-30
Procyon Advisors, LLC
INCREASED
Shares3,837 from 3,831
Change+6 (+0%)
Value$207.6K (-$7.6K)
Filed 2026-10-21
Traphagen Investment Advisors LLC
INCREASED
Shares3,794 from 3,790
Change+4 (+0%)
Value$205.2K (-$7.6K)
Filed 2026-10-14
Stevens Capital Partners
NEW
Shares3,762
Change+3,762
Value$203.5K
Filed 2026-10-29
Tranquility Partners, LLC
DECREASED
Shares3,729 from 4,352
Change-623 (-14%)
Value$201.7K (-$42.7K)
Filed 2026-10-20
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares3,633 from 3,633
Change0 (0%)
Value$196.5K (-$7.5K)
Filed 2026-10-15
JFS Wealth Advisors, LLC
INCREASED
Shares3,579 from 1,881
Change+1,698 (+90%)
Value$193.6K (+$88.0K)
Filed 2026-11-03
Compass Financial Management LLC
UNCHANGED
Shares3,566 from 3,566
Change0 (0%)
Value$192.9K (-$7.3K)
Filed 2026-10-30
Triumph Capital Management
DECREASED
Shares3,476 from 3,488
Change-12 (0%)
Value$188.1K (-$7.8K)
Filed 2026-10-14
Carnegie Lake Advisors LLC
DECREASED
Shares3,240 from 45,019
Change-41,779 (-93%)
Value$2.4M (-$92.1K)
Filed 2026-11-03
Intesa Sanpaolo Wealth Management
INCREASED
Shares3,210 from 1,110
Change+2,100 (+189%)
Value$173.7K (+$111.3K)
Filed 2026-10-28
Y.D. More Investments Ltd
UNCHANGED
Shares3,200 from 3,200
Change0 (0%)
Value$173.1K (-$6.6K)
Filed 2026-11-02
Citizens National Bank Trust Department
UNCHANGED
Shares3,100 from 3,100
Change0 (0%)
Value$167.7K (-$6.4K)
Filed 2026-11-04
SJS Investment Consulting Inc.
INCREASED
Shares2,789 from 2,720
Change+69 (+3%)
Value$150.9K (-$1.9K)
Filed 2026-10-26
Spire Wealth Management
DECREASED
Shares2,698 from 2,814
Change-116 (-4%)
Value$146.0K (-$12.1K)
Filed 2026-10-30
Pinnacle Bancorp, Inc.
DECREASED
Shares2,650 from 3,234
Change-584 (-18%)
Value$143.4K (-$38.3K)
Filed 2026-10-21
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$129.8K (-$4.9K)
Filed 2026-10-13
Dorato Capital Management
NEW
Shares2,269
Change+2,269
Value$123.2K
Filed 2026-10-08
Asset Management One Co., Ltd.
DECREASED
Shares2,127 from 2,506
Change-379 (-15%)
Value$115.1K (-$25.7K)
Filed 2026-10-27
Bfsg, LLC
UNCHANGED
Shares2,094 from 2,094
Change0 (0%)
Value$113.3K (-$4.3K)
Filed 2026-10-30
Burk Holdings LLC
UNCHANGED
Shares2,058 from 2,058
Change0 (0%)
Value$111.3K (-$4.2K)
Filed 2026-11-05
American National Bank & Trust
UNCHANGED
Shares2,044 from 2,044
Change0 (0%)
Value$110.6K (-$4.2K)
Filed 2026-10-07
North Star Investment Management Corp.
UNCHANGED
Shares1,870 from 1,870
Change0 (0%)
Value$101.2K (-$3.9K)
Filed 2026-10-27
GHP Investment Advisors, Inc.
INCREASED
Shares1,713 from 1,704
Change+9 (+1%)
Value$92.7K (-$3.0K)
Filed 2026-10-15
Mcdonald Partners LLC
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$86.6K (-$3.3K)
Filed 2026-11-03
Armstrong Advisory Group, Inc
UNCHANGED
Shares1,590 from 1,590
Change0 (0%)
Value$86.0K (-$3.3K)
Filed 2026-10-09
CX Institutional
INCREASED
Shares1,498 from 532
Change+966 (+182%)
Value$81 (+$51)
Filed 2026-10-02
Golden State Wealth Management, LLC
DECREASED
Shares1,404 from 2,400
Change-996 (-41%)
Value$76.0K (-$58.8K)
Filed 2026-11-02
Trust Co of Vermont
UNCHANGED
Shares1,398 from 1,398
Change0 (0%)
Value$75.6K (-$2.9K)
Filed 2026-10-21
Blue Trust, Inc.
INCREASED
Shares1,383 from 118
Change+1,265 (+1072%)
Value$74.8K (+$68.2K)
Filed 2026-10-15
Birch Financial Group, LLC
NEW
Shares1,370
Change+1,370
Value$74.1K
Filed 2026-10-27
Ashton Thomas Private Wealth, LLC
INCREASED
Shares1,368 from 1,361
Change+7 (+1%)
Value$74.0K (-$2.4K)
Filed 2026-11-03
Asset Dedication, LLC
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$67.6K (-$2.6K)
Filed 2026-11-03
Clayton Financial Group LLC
NEW
Shares1,230
Change+1,230
Value$66.5K
Filed 2026-10-13
Parkside Financial Bank & Trust
UNCHANGED
Shares1,218 from 1,218
Change0 (0%)
Value$65.9K (-$2.5K)
Filed 2026-10-27
Buck Wealth Strategies, LLC
INCREASED
Shares1,212 from 1,206
Change+6 (+1%)
Value$65.6K (-$2.1K)
Filed 2026-10-28
United Community Bank
INCREASED
Shares1,192 from 1,050
Change+142 (+14%)
Value$64.5K (+$5.5K)
Filed 2026-10-28
Root Financial Partners, LLC
NEW
Shares1,128
Change+1,128
Value$61.0K
Filed 2026-10-21
Plante Moran Financial Advisors, LLC
INCREASED
Shares1,122 from 302
Change+820 (+272%)
Value$60.7K (+$43.7K)
Filed 2026-11-04
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares1,090 from 1,090
Change0 (0%)
Value$59.0K (-$2.2K)
Filed 2026-10-16
Creative Financial Designs Inc
DECREASED
Shares1,085 from 1,086
Change-1 (0%)
Value$58.7K (-$2.3K)
Filed 2026-11-04
Key FInancial Inc
UNCHANGED
Shares1,078 from 1,078
Change0 (0%)
Value$58.3K (-$2.2K)
Filed 2026-11-02
Investors Research Corp
INCREASED
Shares1,042 from 938
Change+104 (+11%)
Value$56.4K (+$3.7K)
Filed 2026-10-07
Redwood Park Advisors LLC
INCREASED
Shares939 from 934
Change+5 (+1%)
Value$50.8K (-$1.7K)
Filed 2026-11-02
Hilltop National Bank
UNCHANGED
Shares910 from 910
Change0 (0%)
Value$49.2K (-$1.9K)
Filed 2026-10-14
SBI Securities Co., Ltd.
INCREASED
Shares849 from 763
Change+86 (+11%)
Value$45.9K (+$3.1K)
Filed 2026-10-22
First Command Advisory Services, Inc.
DECREASED
Shares835 from 870
Change-35 (-4%)
Value$45.2K (-$3.7K)
Filed 2026-11-05
True Wealth Design, LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$43.3K (-$1.6K)
Filed 2026-10-13
Bangor Savings Bank
UNCHANGED
Shares780 from 780
Change0 (0%)
Value$42.2K (-$1.6K)
Filed 2026-10-06
Oakworth Capital, Inc.
UNCHANGED
Shares722 from 722
Change0 (0%)
Value$39.1K (-$1.8K)
Filed 2026-10-26
Adkins Seale Capital Management LLC
UNCHANGED
Shares640 from 640
Change0 (0%)
Value$34.6K (-$1.3K)
Filed 2026-10-27
KFG LLC
NEW
Shares630
Change+630
Value$34.1K
Filed 2026-11-02
TFC Financial Management, Inc.
INCREASED
Shares592 from 589
Change+3 (+1%)
Value$32.1K (-$1.0K)
Filed 2026-10-26
Nemes Rush Group LLC
INCREASED
Shares589 from 587
Change+2 (+0%)
Value$31.9K (-$1.1K)
Filed 2026-11-04
Valued Wealth Advisors LLC
UNCHANGED
Shares580 from 580
Change0 (0%)
Value$31.4K (-$1.2K)
Filed 2026-11-05
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares551 from 548
Change+3 (+1%)
Value$29.8K (-$978)
Filed 2026-10-16
MV Capital Management, Inc.
NEW
Shares537
Change+537
Value$29.1K
Filed 2026-10-29
IAG Wealth Partners, LLC
INCREASED
Shares510 from 470
Change+40 (+9%)
Value$27.6K (+$1.2K)
Filed 2026-11-06
Rossby Financial, LCC
NEW
Shares500
Change+500
Value$27.1K
Filed 2026-11-05
Creative Capital Management Investments LLC
UNCHANGED
Shares490 from 490
Change0 (0%)
Value$26.5K (-$1.0K)
Filed 2026-10-28
Salomon & Ludwin, LLC
UNCHANGED
Shares474 from 474
Change0 (0%)
Value$25.6K (-$1.2K)
Filed 2026-10-29
Sunrise Financial Services, LLC
UNCHANGED
Shares462 from 462
Change0 (0%)
Value$25.0K (-$952)
Filed 2026-10-21
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares456 from 456
Change0 (0%)
Value$24.7K (-$939)
Filed 2026-10-16
Grove Bank & Trust
UNCHANGED
Shares440 from 440
Change0 (0%)
Value$23.8K (-$906)
Filed 2026-10-08
Balance Wealth Partners LLC
NEW
Shares353
Change+353
Value$19.1K
Filed 2026-10-27
Independence Bank of Kentucky
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$18.9K (-$721)
Filed 2026-10-26
Phillip James Consulting Co.
UNCHANGED
Shares330 from 330
Change0 (0%)
Value$17.9K (-$680)
Filed 2026-11-03
Decker Retirement Planning Inc.
UNCHANGED
Shares302 from 302
Change0 (0%)
Value$16.3K (-$622)
Filed 2026-10-19
Silver Grove Financial Group, Inc.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$16.2K (-$618)
Filed 2026-11-05
Sarver Vrooman Wealth Advisors
UNCHANGED
Shares280 from 280
Change0 (0%)
Value$15.1K (-$799)
Filed 2026-10-01
Tsfg, LLC
DECREASED
Shares264 from 1,274
Change-1,010 (-79%)
Value$14 (-$72.0K)
Filed 2026-10-23
POM Investment Strategies, LLC
UNCHANGED
Shares242 from 242
Change0 (0%)
Value$13.1K (-$499)
Filed 2026-10-20
Prudent Man Investment Management, Inc.
NEW
Shares240
Change+240
Value$13.0K
Filed 2026-11-03
Mainstream Capital Management LLC
NEW
Shares240
Change+240
Value$13.0K
Filed 2026-10-23
Downshift Financial, LLC
NEW
Shares223
Change+223
Value$12.1K
Filed 2026-10-13
Ares Financial Consulting, LLC
INCREASED
Shares201 from 200
Change+1 (+1%)
Value$10.9K (-$357)
Filed 2026-10-19
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$11 ($0)
Filed 2026-11-04
Holos Integrated Wealth LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$11.4K (-$144)
Filed 2026-10-23
Wolff Wiese Magana LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$10.8K (-$412)
Filed 2026-10-15
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$10.8K (-$412)
Filed 2026-10-27
Bernzott Capital Advisors
NEW
Shares190
Change+190
Value$10.3K
Filed 2026-10-29
Mascoma Wealth Management LLC
UNCHANGED
Shares188 from 188
Change0 (0%)
Value$10.2K (-$387)
Filed 2026-10-23
MH & Associates Securities Management Corp
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$9.5K (-$340)
Filed 2026-10-30
Bokf, NA
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$7.6K (-$288)
Filed 2026-10-27
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares102 from 102
Change0 (0%)
Value$5.5K (-$210)
Filed 2026-10-30
Main Street Group, LTD
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$5.4K (-$206)
Filed 2026-10-28
West Branch Capital LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$5.4K (-$206)
Filed 2026-10-20
Signature Equity Partners, LLC
INCREASED
Shares96 from 95
Change+1 (+1%)
Value$5.2K (-$170)
Filed 2026-10-29
EverSource Wealth Advisors, LLC
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$4.5K (-$148)
Filed 2026-11-04
Peterson Wealth Services
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$4.3K (-$165)
Filed 2026-10-26
Nvwm, LLC
DECREASED
Shares75 from 76
Change-1 (-1%)
Value$4.1K (-$210)
Filed 2026-10-14
Elevated Capital Advisors, LLC
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$3.9K (-$149)
Filed 2026-11-04
Cape Investment Advisory, Inc.
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$3.5K (-$132)
Filed 2026-10-13
Kozak & Associates, Inc.
DECREASED
Shares63 from 13,380
Change-13,317 (-100%)
Value$3.7K (-$754.1K)
Filed 2026-10-29
William Mack & Associates, Inc.
NEW
Shares38
Change+38
Value$2.0K
Filed 2026-10-27
Strengthening Families & Communities, LLC
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$1.9K (-$61)
Filed 2026-10-21
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$1.4K (-$53)
Filed 2026-11-02
Centerpoint Advisors, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$0 ($0)
Filed 2026-11-05
Carmel Capital Partners, LLC
CLOSED
Shares0 from 234,338
Change-234,338 (-100%)
Value$0 (-$13.2M)
Filed 2026-11-03
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 47,898
Change-47,898 (-100%)
Value$0 (-$2.7M)
Filed 2026-10-16
Sanchez Wealth Management Group
CLOSED
Shares0 from 27,000
Change-27,000 (-100%)
Value$0 (-$1.5M)
Filed 2026-11-02
Barclays PLC
CLOSED
Shares0 from 14,132
Change-14,132 (-100%)
Value$0 (-$793.7K)
Filed 2026-11-06
Galvin, Gaustad & Stein, LLC
CLOSED
Shares0 from 11,862
Change-11,862 (-100%)
Value$0 (-$666.2K)
Filed 2026-10-08
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 6,608
Change-6,608 (-100%)
Value$0 (-$371.1K)
Filed 2026-10-27
Weaver Consulting Group
CLOSED
Shares0 from 5,968
Change-5,968 (-100%)
Value$0 (-$335.2K)
Filed 2026-10-07
Goelzer Investment Management, Inc.
CLOSED
Shares0 from 5,744
Change-5,744 (-100%)
Value$0 (-$322.6K)
Filed 2026-10-16
Renasant Bank
CLOSED
Shares0 from 5,545
Change-5,545 (-100%)
Value$0 (-$311.4K)
Filed 2026-11-05
Sherman Wealth Management LLC
CLOSED
Shares0 from 4,866
Change-4,866 (-100%)
Value$0 (-$273.3K)
Filed 2026-10-16
Tounjian Advisory Partners, LLC
CLOSED
Shares0 from 4,372
Change-4,372 (-100%)
Value$0 (-$245.6K)
Filed 2026-11-04
Laurel Wealth Planning LLC
CLOSED
Shares0 from 4,136
Change-4,136 (-100%)
Value$0 (-$232.3K)
Filed 2026-11-02
Burns Matteson Capital Management, LLC
CLOSED
Shares0 from 3,656
Change-3,656 (-100%)
Value$0 (-$205.3K)
Filed 2026-10-16
Silverlake Wealth Management LLC
CLOSED
Shares0 from 3,587
Change-3,587 (-100%)
Value$0 (-$201.4K)
Filed 2026-10-21
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 1,758
Change-1,758 (-100%)
Value$0 (-$98.7K)
Filed 2026-10-26
Jnba Financial Advisors
CLOSED
Shares0 from 965
Change-965 (-100%)
Value$0 (-$54.2K)
Filed 2026-11-03
Clean Yield Group
CLOSED
Shares0 from 934
Change-934 (-100%)
Value$0 (-$52.5K)
Filed 2026-10-28
Obsidian CIO, LLC
CLOSED
Shares0 from 902
Change-902 (-100%)
Value$0 (-$50.7K)
Filed 2026-11-05
NBT Bank, N.A.
CLOSED
Shares0 from 368
Change-368 (-100%)
Value$0 (-$20.7K)
Filed 2026-10-21
Salem Investment Counselors Inc
CLOSED
Shares0 from 278
Change-278 (-100%)
Value$0 (-$15.6K)
Filed 2026-10-13
Atlatl Advisers LLC
CLOSED
Shares0 from 192
Change-192 (-100%)
Value$0 (-$10.8K)
Filed 2026-10-22
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 134
Change-134 (-100%)
Value$0 (-$7.5K)
Filed 2026-10-14
Washington Trust Advisors, Inc.
CLOSED
Shares0 from 110
Change-110 (-100%)
Value$0 (-$6.2K)
Filed 2026-10-22
Brooklyn FI, LLC
CLOSED
Shares0 from 22
Change-22 (-100%)
Value$0 (-$1.2K)
Filed 2026-11-05
LifeSteps Financial, Inc.
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-15
Morgan Stanley
N/A
Shares— from 17,431,749
Change-17,431,749 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 8,294,297
Change-8,294,297 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 6,015,760
Change-6,015,760 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,644,043
Change-3,644,043 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 3,485,961
Change-3,485,961 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 3,466,743
Change-3,466,743 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,460,672
Change-3,460,672 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,860,540
Change-2,860,540 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,087,255
Change-1,087,255 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 1,005,012
Change-1,005,012 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 879,959
Change-879,959 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 876,582
Change-876,582 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 819,429
Change-819,429 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 775,768
Change-775,768 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 725,687
Change-725,687 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 720,957
Change-720,957 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 602,176
Change-602,176 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 548,759
Change-548,759 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 496,513
Change-496,513 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 485,576
Change-485,576 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 477,829
Change-477,829 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 471,370
Change-471,370 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 456,871
Change-456,871 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 455,517
Change-455,517 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 394,025
Change-394,025 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 367,221
Change-367,221 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 350,000
Change-350,000 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 349,423
Change-349,423 (-100%)
Value—
&partners
N/A
Shares— from 339,120
Change-339,120 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 327,137
Change-327,137 (-100%)
Value—
McElhenny Sheffield Capital Management, LLC
N/A
Shares— from 321,247
Change-321,247 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 315,938
Change-315,938 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 308,626
Change-308,626 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 296,162
Change-296,162 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 292,620
Change-292,620 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 292,102
Change-292,102 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 290,504
Change-290,504 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 273,267
Change-273,267 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 252,030
Change-252,030 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 242,674
Change-242,674 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 231,475
Change-231,475 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 231,005
Change-231,005 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 223,444
Change-223,444 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 198,298
Change-198,298 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 191,913
Change-191,913 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 186,184
Change-186,184 (-100%)
Value—
Blair William & Co
N/A
Shares— from 181,990
Change-181,990 (-100%)
Value—
Galilei Investment Office LLP
N/A
Shares— from 175,902
Change-175,902 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 174,185
Change-174,185 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 171,268
Change-171,268 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 158,376
Change-158,376 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 153,719
Change-153,719 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 149,521
Change-149,521 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 137,951
Change-137,951 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 137,532
Change-137,532 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 135,169
Change-135,169 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 132,763
Change-132,763 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 130,259
Change-130,259 (-100%)
Value—
Mrwm Advisors, LLC
N/A
Shares— from 123,631
Change-123,631 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 121,402
Change-121,402 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 118,800
Change-118,800 (-100%)
Value—
FMR LLC
N/A
Shares— from 118,733
Change-118,733 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 106,571
Change-106,571 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 97,237
Change-97,237 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 95,780
Change-95,780 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 94,472
Change-94,472 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 90,749
Change-90,749 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 88,177
Change-88,177 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 86,314
Change-86,314 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 82,034
Change-82,034 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 81,271
Change-81,271 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 78,368
Change-78,368 (-100%)
Value—
Icici Prudential Asset Management Co Ltd
N/A
Shares— from 77,002
Change-77,002 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 73,788
Change-73,788 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 73,539
Change-73,539 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 72,301
Change-72,301 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 68,110
Change-68,110 (-100%)
Value—
Chokshi & Queen Wealth Advisors, Inc
N/A
Shares— from 67,332
Change-67,332 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 65,897
Change-65,897 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 65,720
Change-65,720 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 62,381
Change-62,381 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 61,755
Change-61,755 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 61,716
Change-61,716 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 61,541
Change-61,541 (-100%)
Value—
Cornerstone Advisors Asset Management, LLC
N/A
Shares— from 59,750
Change-59,750 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 58,990
Change-58,990 (-100%)
Value—
Pring Turner Capital Group Inc
N/A
Shares— from 58,919
Change-58,919 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 56,707
Change-56,707 (-100%)
Value—
Three Cord True Wealth Management, LLC
N/A
Shares— from 55,720
Change-55,720 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 55,005
Change-55,005 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 54,393
Change-54,393 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 54,188
Change-54,188 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 53,925
Change-53,925 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 53,055
Change-53,055 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 49,614
Change-49,614 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 48,856
Change-48,856 (-100%)
Value—
Royal Capital Wealth Management, LLC
N/A
Shares— from 48,372
Change-48,372 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 47,287
Change-47,287 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 45,952
Change-45,952 (-100%)
Value—
WMS Group LLC
N/A
Shares— from 45,478
Change-45,478 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 44,343
Change-44,343 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 44,200
Change-44,200 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 43,831
Change-43,831 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 42,306
Change-42,306 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 42,148
Change-42,148 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 41,313
Change-41,313 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 41,148
Change-41,148 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 40,733
Change-40,733 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 40,300
Change-40,300 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 39,412
Change-39,412 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 38,890
Change-38,890 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 38,781
Change-38,781 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 37,229
Change-37,229 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 36,903
Change-36,903 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 36,712
Change-36,712 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 36,500
Change-36,500 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 36,116
Change-36,116 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 36,116
Change-36,116 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 36,012
Change-36,012 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 34,948
Change-34,948 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 34,912
Change-34,912 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 34,666
Change-34,666 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 34,662
Change-34,662 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 34,198
Change-34,198 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 34,093
Change-34,093 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 31,899
Change-31,899 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 31,145
Change-31,145 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 30,708
Change-30,708 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 30,656
Change-30,656 (-100%)
Value—
Sequent Asset Management, LLC
N/A
Shares— from 30,560
Change-30,560 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 30,338
Change-30,338 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 29,735
Change-29,735 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 29,323
Change-29,323 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 29,070
Change-29,070 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 28,965
Change-28,965 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 28,876
Change-28,876 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 28,642
Change-28,642 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 28,636
Change-28,636 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 28,043
Change-28,043 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 28,019
Change-28,019 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 27,907
Change-27,907 (-100%)
Value—
Wexford Capital LP
N/A
Shares— from 27,850
Change-27,850 (-100%)
Value—
Channel Wealth LLC
N/A
Shares— from 24,419
Change-24,419 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 24,295
Change-24,295 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 24,200
Change-24,200 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 23,350
Change-23,350 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 22,611
Change-22,611 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 22,131
Change-22,131 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 21,696
Change-21,696 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 20,252
Change-20,252 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 20,185
Change-20,185 (-100%)
Value—
Boston Partners
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 19,678
Change-19,678 (-100%)
Value—
Bienville Capital Management, LLC
N/A
Shares— from 19,644
Change-19,644 (-100%)
Value—
Stephens Inc
N/A
Shares— from 19,509
Change-19,509 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 18,931
Change-18,931 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 18,713
Change-18,713 (-100%)
Value—
Lionhunter Capital Management, LLC
N/A
Shares— from 18,456
Change-18,456 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 17,960
Change-17,960 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 17,857
Change-17,857 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 17,833
Change-17,833 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 17,414
Change-17,414 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 17,020
Change-17,020 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 16,302
Change-16,302 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 16,225
Change-16,225 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 16,054
Change-16,054 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 15,744
Change-15,744 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 15,740
Change-15,740 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 15,574
Change-15,574 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 15,376
Change-15,376 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 14,926
Change-14,926 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 14,786
Change-14,786 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 14,597
Change-14,597 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 14,490
Change-14,490 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 14,233
Change-14,233 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 13,681
Change-13,681 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 13,577
Change-13,577 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 13,554
Change-13,554 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 13,502
Change-13,502 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 13,233
Change-13,233 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 13,090
Change-13,090 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 13,062
Change-13,062 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 12,934
Change-12,934 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 12,589
Change-12,589 (-100%)
Value—
Pinnacle Holdings, LLC
N/A
Shares— from 12,577
Change-12,577 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 12,145
Change-12,145 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 12,113
Change-12,113 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 11,848
Change-11,848 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 11,606
Change-11,606 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 11,551
Change-11,551 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 11,508
Change-11,508 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 11,461
Change-11,461 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 11,455
Change-11,455 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 11,410
Change-11,410 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 11,348
Change-11,348 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 11,274
Change-11,274 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 11,243
Change-11,243 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 11,240
Change-11,240 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 11,240
Change-11,240 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 11,139
Change-11,139 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 11,093
Change-11,093 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 11,049
Change-11,049 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 10,836
Change-10,836 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 10,729
Change-10,729 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 10,699
Change-10,699 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 10,664
Change-10,664 (-100%)
Value—
Concord Investment Counsel Inc.
N/A
Shares— from 10,464
Change-10,464 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 10,449
Change-10,449 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 10,404
Change-10,404 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 10,370
Change-10,370 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 10,245
Change-10,245 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 10,174
Change-10,174 (-100%)
Value—
Hyundai Investments Co., Ltd.
N/A
Shares— from 10,095
Change-10,095 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 10,063
Change-10,063 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 9,948
Change-9,948 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 9,894
Change-9,894 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 9,830
Change-9,830 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 9,757
Change-9,757 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 9,019
Change-9,019 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 9,001
Change-9,001 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 8,800
Change-8,800 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 8,749
Change-8,749 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 8,591
Change-8,591 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 8,558
Change-8,558 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 8,289
Change-8,289 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 8,250
Change-8,250 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 8,214
Change-8,214 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 8,213
Change-8,213 (-100%)
Value—
Centennial Bank
N/A
Shares— from 8,100
Change-8,100 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 8,078
Change-8,078 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 8,013
Change-8,013 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 7,921
Change-7,921 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 7,859
Change-7,859 (-100%)
Value—
BTS Asset Management, Inc.
N/A
Shares— from 7,807
Change-7,807 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 7,801
Change-7,801 (-100%)
Value—
Keystone Financial Services, LLC
N/A
Shares— from 7,746
Change-7,746 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 7,641
Change-7,641 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 7,545
Change-7,545 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 7,480
Change-7,480 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 7,468
Change-7,468 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 7,451
Change-7,451 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 7,446
Change-7,446 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 7,193
Change-7,193 (-100%)
Value—
Bellars Harris Wealth Management, LLC
N/A
Shares— from 7,176
Change-7,176 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 7,100
Change-7,100 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 6,996
Change-6,996 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 6,940
Change-6,940 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 6,887
Change-6,887 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 6,796
Change-6,796 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 6,767
Change-6,767 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 6,723
Change-6,723 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 6,550
Change-6,550 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 6,516
Change-6,516 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 6,466
Change-6,466 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 6,440
Change-6,440 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 6,400
Change-6,400 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 6,356
Change-6,356 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 6,320
Change-6,320 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 6,314
Change-6,314 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 6,063
Change-6,063 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 6,032
Change-6,032 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 5,752
Change-5,752 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 5,738
Change-5,738 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 5,606
Change-5,606 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 5,600
Change-5,600 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 5,585
Change-5,585 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 5,551
Change-5,551 (-100%)
Value—
Betterment LLC
N/A
Shares— from 5,358
Change-5,358 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 5,278
Change-5,278 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 5,273
Change-5,273 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 5,250
Change-5,250 (-100%)
Value—
Valor Advisors LLC
N/A
Shares— from 5,190
Change-5,190 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 5,134
Change-5,134 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 5,093
Change-5,093 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 5,048
Change-5,048 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 4,949
Change-4,949 (-100%)
Value—
Loudon Investment Management, LLC
N/A
Shares— from 4,860
Change-4,860 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 4,744
Change-4,744 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 4,678
Change-4,678 (-100%)
Value—
Atlantic Family Wealth, LLC
N/A
Shares— from 4,644
Change-4,644 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 4,514
Change-4,514 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 4,512
Change-4,512 (-100%)
Value—
Advisory Research Inc
N/A
Shares— from 4,462
Change-4,462 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 4,423
Change-4,423 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 4,364
Change-4,364 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 4,346
Change-4,346 (-100%)
Value—
NWM Advisors, LLC
N/A
Shares— from 4,344
Change-4,344 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 4,282
Change-4,282 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 4,214
Change-4,214 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 4,094
Change-4,094 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 4,074
Change-4,074 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 4,069
Change-4,069 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 4,060
Change-4,060 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 3,999
Change-3,999 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 3,999
Change-3,999 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 3,991
Change-3,991 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 3,967
Change-3,967 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 3,856
Change-3,856 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 3,800
Change-3,800 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 3,768
Change-3,768 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 3,614
Change-3,614 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 3,579
Change-3,579 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 3,337
Change-3,337 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 3,170
Change-3,170 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 3,126
Change-3,126 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 3,092
Change-3,092 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 3,030
Change-3,030 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 3,022
Change-3,022 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 2,930
Change-2,930 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 2,824
Change-2,824 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 2,822
Change-2,822 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 2,622
Change-2,622 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 2,487
Change-2,487 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 2,453
Change-2,453 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 2,408
Change-2,408 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 2,397
Change-2,397 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 2,148
Change-2,148 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 2,082
Change-2,082 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 2,051
Change-2,051 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 2,010
Change-2,010 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 1,950
Change-1,950 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,776
Change-1,776 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 1,745
Change-1,745 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 1,364
Change-1,364 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 1,233
Change-1,233 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 1,208
Change-1,208 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 960
Change-960 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 920
Change-920 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 896
Change-896 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 854
Change-854 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 744
Change-744 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 716
Change-716 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 410
Change-410 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 394
Change-394 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 362
Change-362 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 328
Change-328 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 318
Change-318 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 312
Change-312 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 312
Change-312 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 244
Change-244 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 244
Change-244 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 220
Change-220 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 216
Change-216 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 210
Change-210 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 207
Change-207 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 198
Change-198 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 174
Change-174 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 64
Change-64 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 64
Change-64 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 40
Change-40 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Status
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED2,696,3732,687,604+8,769+0%$150.9M$145.9M-$5.1M2026-10-14
Rockland Trust Co
INCREASED1,513,4021,498,301+15,101+1%$84.1M$81.9M-$2.3M2026-10-05
Cassaday & Co Wealth Management LLC
DECREASED1,263,0081,276,931-13,923-1%$71.7M$68.3M-$3.4M2026-10-27
Commonwealth Equity Services, LLC
DECREASED1,003,3331,081,071-77,738-7%$60.7M$54.3M-$6.4M2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED839,695888,765-49,070-6%$49.9M$45.4K-$49.9M2026-11-02
Wealthcare Advisory Partners LLC
INCREASED639,61621,178+618,438+2920%$1.2M$34.6M+$33.4M2026-10-21
Carrera Capital Advisors
INCREASED482,093454,641+27,452+6%$25.5M$26.1M+$548.6K2026-11-03
Pacific Wealth Strategies Group, Inc.
INCREASED428,952415,994+12,958+3%$23.4M$23.2M-$155.9K2026-11-02
Landmark Wealth Management, LLC
DECREASED390,836398,540-7,704-2%$22.4M$21.1M-$1.2M2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED378,232256,713+121,519+47%$6.9M$13.0M+$6.2M2026-10-13
TD Waterhouse Canada Inc.
INCREASED375,280372,694+2,586+1%$21.1M$20.4M-$737.0K2026-10-16
Elevation Point Wealth Partners, LLC
INCREASED355,654342,264+13,390+4%$19.2M$19.2M+$19.3K2026-11-05
Toth Financial Advisory Corp
DECREASED345,128346,834-1,7060%$19.5M$18.7M-$806.8K2026-10-08
Carroll Advisory Group, LLC
INCREASED284,843275,925+8,918+3%$15.5M$15.4M-$86.0K2026-10-16
ForthRight Wealth Management, LLC
DECREASED269,503325,163-55,660-17%$18.3M$14.6M-$3.7M2026-11-06
Summit Financial Wealth Advisors, LLC
DECREASED266,181501,346-235,165-47%$28.2M$14.4M-$13.8M2026-10-15
Truist Financial Corp
DECREASED238,454263,849-25,395-10%$14.8M$12.9M-$1.9M2026-10-30
Cordoba Advisory Partners LLC
INCREASED217,785216,687+1,098+1%$12.2M$11.8M-$387.0K2026-10-19
Fifth Third Bancorp
DECREASED211,834214,156-2,322-1%$12.0M$11.5M-$566.8K2026-11-05
Creative Planning
DECREASED200,499208,925-8,426-4%$11.7M$10.8M-$886.2K2026-11-02
Kestra Advisory Services, LLC
INCREASED195,066125,563+69,503+55%$7.1M$10.6M+$3.5M2026-11-02
Oppenheimer & Co Inc
DECREASED189,123196,066-6,943-4%$11.0M$10.2M-$779.5K2026-10-26
Fagan Associates, Inc.
INCREASED187,780187,306+474+0%$10.5M$10.2M-$360.2K2026-10-13
Integrated Advisors Network LLC
DECREASED187,776258,140-70,364-27%$14.5M$10.2M-$4.3M2026-10-20
CFS Investment Advisory Services, LLC
DECREASED184,997189,724-4,727-2%$10.9M$10.1M-$820.4K2026-10-19
Syntax Research, Inc.
INCREASED183,836167,585+16,251+10%$9.4M$9.9M+$534.0K2026-11-04
Gerald Baker Financial Group LLC
DECREASED179,569180,611-1,042-1%$10.1M$9.7M-$428.5K2026-10-09
Mycio Wealth Partners, LLC
DECREASED178,838188,948-10,110-5%$10.6M$9.7M-$936.2K2026-11-04
Coston, McIsaac & Partners
DECREASED174,872176,431-1,559-1%$9.9M$9.5M-$405.4K2026-11-06
Mirae Asset Global Investments Co., Ltd.
DECREASED173,400175,034-1,634-1%$9.8M$9.4M-$449.0K2026-11-03
Smith Shellnut Wilson LLC
DECREASED167,343178,493-11,150-6%$10.0M$9.1M-$970.9K2026-10-21
Ted Buchan & Co
DECREASED157,086160,373-3,287-2%$9.0M$8.5M-$508.2K2026-10-23
Joseph P. Lucia & Associates, LLC
DECREASED154,341154,967-6260%$8.7M$8.3M-$353.1K2026-10-30
LMG Wealth Partners, LLC
DECREASED151,853164,891-13,038-8%$9.3M$8.2M-$1.0M2026-11-05
D.A. Davidson & Co.
INCREASED150,132144,627+5,505+4%$8.1M$8.1M-$1092026-10-28
Ticino Wealth
INCREASED145,405143,226+2,179+2%$8.0M$7.9M-$177.1K2026-10-13
NorthCrest Asset Manangement, LLC
INCREASED141,593137,191+4,402+3%$7.7M$7.8M+$69.5K2026-10-13
Kraft, Davis & Associates, LLC
DECREASED141,279142,691-1,412-1%$8.1M$8.0M-$58.1K2026-10-21
US Bancorp \de\
DECREASED140,029140,070-410%$7.9M$7.6M-$290.8K2026-11-05
J.W. Cole Advisors, Inc.
INCREASED138,843135,851+2,992+2%$7.6M$7.5M-$118.0K2026-11-05
Cypress Capital, LLC
INCREASED136,898134,856+2,042+2%$7.6M$7.4M-$167.4K2026-10-20
Financial & Tax Architects, LLC
INCREASED135,354124,448+10,906+9%$7.0M$7.3M+$333.6K2026-10-15
Brookstone Capital Management
INCREASED134,437132,591+1,846+1%$7.4M$7.3M-$173.2K2026-10-22
Avidian Wealth Enterprises, LLC
DECREASED131,613136,301-4,688-3%$7.7M$7.1M-$534.4K2026-10-08
Legacy Private Trust Co.
DECREASED127,975136,841-8,866-6%$7.7M$6.9M-$761.5K2026-10-06
Prism Advisors, Inc.
DECREASED126,968128,441-1,473-1%$7.2M$7.0M-$223.7K2026-10-09
Benchmark Financial, LLC
DECREASED122,691149,267-26,576-18%$8.4M$6.6M-$1.7M2026-10-16
Davenport & Co LLC
INCREASED120,056106,733+13,323+12%$6.0M$6.5M+$501.0K2026-10-14
Citigroup Inc
INCREASED118,980114,405+4,575+4%$6.4M$6.4M+$11.9K2026-11-04
Jacobi Capital Management LLC
INCREASED117,072115,852+1,220+1%$6.5M$6.3M-$172.7K2026-11-05
Wavvest Wealth LLC
NEW113,819—+113,819——$6.2M—2026-10-21
Sumitomo Mitsui Trust Group, Inc.
DECREASED113,605128,694-15,089-12%$7.2M$6.1M-$1.1M2026-10-29
MSH Capital Advisors LLC
DECREASED111,584115,425-3,841-3%$6.5M$6.0M-$445.6K2026-11-03
Lynx Investment Advisory
DECREASED107,809116,127-8,318-7%$6.5M$5.8M-$689.3K2026-10-27
Capital Investment Advisory Services, LLC
DECREASED106,923107,012-890%$6.0M$5.8M-$225.3K2026-10-30
Independent Wealth Advisors LLC
INCREASED95,20591,602+3,603+4%$5.1M$5.2M+$6.2K2026-10-27
Caldwell Trust Co
DECREASED87,71689,133-1,417-2%$5.0M$4.7M-$260.3K2026-10-30
Farther Finance Advisors, LLC
INCREASED86,25769,278+16,979+25%$3.9M$4.7M+$775.8K2026-10-08
Clearstead Advisors, LLC
INCREASED85,98085,973+7+0%$4.8M$4.7M-$176.7K2026-11-06
Apollon Financial, LLC
DECREASED85,60986,426-817-1%$4.9M$4.6M-$222.2K2026-10-23
Allworth Financial LP
UNCHANGED82,97982,97900%$4.7M$4.7M$02026-11-06
Uniting Wealth Partners, LLC
INCREASED82,48282,467+15+0%$4.6M$4.5M-$169.1K2026-11-06
Ascentis Independent Advisors
NEW81,235—+81,235——$4.4M—2026-11-03
Prime Capital Investment Advisors, LLC
DECREASED80,24484,610-4,366-5%$4.8M$4.3M-$410.5K2026-10-20
Concurrent Investment Advisors, LLC
INCREASED79,26467,623+11,641+17%$3.8M$4.3M+$490.5K2026-10-16
Roman Butler Fullerton & Co
DECREASED77,74079,627-1,887-2%$4.5M$4.4M-$120.3K2026-10-27
Prospera Financial Services Inc
INCREASED76,53873,701+2,837+4%$4.1M$4.5M+$386.6K2026-11-04
Venture Visionary Partners LLC
DECREASED76,20577,313-1,108-1%$4.3M$4.1M-$219.2K2026-10-07
Wedbush Securities Inc
DECREASED75,36395,557-20,194-21%$5.4M$4.1K-$5.4M2026-10-22
MCF Advisors LLC
DECREASED73,89474,383-489-1%$4.2M$4.0M-$179.7K2026-10-28
Everest Financial Group LLC
INCREASED73,57364,676+8,897+14%$3.6M$4.0M+$348.1K2026-11-06
Concord Wealth Partners
DECREASED73,10574,556-1,451-2%$4.2M$4.0M-$232.1K2026-11-02
Concord Asset Management, LLC
DECREASED72,13073,480-1,350-2%$4.1M$3.9M-$224.4K2026-11-02
Allen Capital Group, LLC
DECREASED69,83771,504-1,667-2%$4.0M$3.8M-$237.5K2026-10-27
CWA Asset Management Group, LLC
NEW69,230—+69,230——$3.7M—2026-10-19
Trek Financial, LLC
INCREASED68,98268,393+589+1%$3.8M$3.7M-$109.0K2026-10-29
Kingdom Financial Group Llc.
DECREASED67,34773,876-6,529-9%$4.1M$3.6M-$505.4K2026-11-04
PNC Financial Services Group, Inc.
INCREASED66,34365,808+535+1%$3.7M$3.6M-$106.6K2026-11-06
Nations Financial Group Inc,
DECREASED63,90066,969-3,069-5%$3.8M$3.5M-$304.0K2026-11-05
Verus Capital Partners, LLC
INCREASED63,52362,637+886+1%$3.5M$3.4M-$81.1K2026-11-03
Koshinski Asset Management, Inc.
DECREASED60,81563,319-2,504-4%$3.6M$3.3M-$265.9K2026-10-29
William John Sempolinski
DECREASED59,48459,884-400-1%$3.4M$3.2M-$145.0K2026-10-20
Kestra Private Wealth Services, LLC
DECREASED59,44964,327-4,878-8%$3.6M$3.2M-$396.4K2026-11-06
TCP Asset Management, LLC
DECREASED58,64560,905-2,260-4%$3.4M$3.2M-$236.0K2026-10-14
Mlp3, LLC
INCREASED58,59353,541+5,052+9%$3.0M$3.2M+$163.0K2026-10-22
Fifth Third Securities, Inc.
INCREASED57,27456,673+601+1%$3.2M$3.1M-$84.2K2026-10-21
Cushing Capital Partners, LLC
DECREASED56,78564,676-7,891-12%$3.6M$3.1M-$560.2K2026-10-20
Cutler Investment Counsel LLC
DECREASED56,42661,435-5,009-8%$3.5M$3.1M-$397.6K2026-10-28
Kingswood Wealth Advisors, LLC
INCREASED53,72250,100+3,622+7%$2.8M$2.9M+$92.7K2026-10-23
Sigma Planning Corp
DECREASED51,58451,594-100%$2.9M$2.8M-$101.9K2026-10-23
Connecticut Wealth Management, LLC
INCREASED50,72550,250+475+1%$2.8M$2.7M-$77.8K2026-10-13
Guardsman Private Capital Management, Inc.
UNCHANGED50,69650,69600%$2.8M$2.7M-$104.4K2026-10-19
Wealth Group Ltd
DECREASED49,37351,386-2,013-4%$2.9M$2.7M-$204.9K2026-10-07
BCS Wealth Management
DECREASED48,97850,094-1,116-2%$2.8M$2.6M-$163.6K2026-11-03
Arthur M. Cohen & Associates, LLC
DECREASED47,54054,555-7,015-13%$3.1M$2.6M-$491.9K2026-10-26
Apollon Wealth Management, LLC
DECREASED46,49046,816-326-1%$2.6M$2.5M-$114.1K2026-10-23
Heck Capital Advisors, LLC
DECREASED45,02445,415-391-1%$2.6M$2.4M-$114.7K2026-10-14
General American Investors Co Inc
UNCHANGED45,00045,00000%$2.5M$2.4M-$92.7K2026-11-02
Lido Advisors, LLC
INCREASED44,77141,206+3,565+9%$2.3M$2.4M+$108.0K2026-11-04
Centurion Wealth Management LLC
DECREASED44,760153,824-109,064-71%$8.6M$2.4M-$6.2M2026-10-13
Balentine LLC
DECREASED44,70846,990-2,282-5%$2.6M$2.4M-$220.3K2026-11-03
Atlas Brown,Inc.
INCREASED44,12944,040+89+0%$2.5M$2.4M-$85.9K2026-10-09
Moulton Wealth Management, Inc
NEW44,042—+44,042——$2.4M—2026-10-13
Newman Dignan & Sheerar, Inc.
DECREASED42,80549,660-6,855-14%$2.8M$2.3M-$473.1K2026-10-21
Split Rock Private Trading & Wealth Management, LLC
INCREASED40,76939,846+923+2%$2.2M$2.2M-$32.1K2026-10-15
Independent Financial Group, LLC
INCREASED40,57240,107+465+1%$2.3M$2.2M-$57.4K2026-10-13
KPP Advisory Services LLC
DECREASED40,51552,076-11,561-22%$2.9M$2.2M-$732.7K2026-10-26
Robertson Stephens Wealth Management, LLC
DECREASED39,54239,592-500%$2.2M$2.1M-$84.3K2026-10-16
Breakwater Capital Group
INCREASED39,51338,687+826+2%$2.2M$2.1M-$35.0K2026-10-09
Mowery & Schoenfeld Wealth Management, LLC
DECREASED38,77149,403-10,632-22%$2.8M$2.1M-$677.0K2026-10-28
Dhjj Financial Advisors, Ltd.
DECREASED38,70251,876-13,174-25%$2.9M$2.1M-$819.5K2026-10-23
Macroview Investment Management LLC
DECREASED38,52140,356-1,835-5%$2.3M$2.1M-$182.4K2026-10-26
Beam Wealth Advisors, Inc.
DECREASED38,37238,538-1660%$2.2M$2.1M-$88.4K2026-11-03
Comprehensive Financial Consultants Institutional, Inc.
DECREASED37,88339,410-1,527-4%$2.2M$2.0M-$163.8K2026-10-15
Aspect Partners, LLC
INCREASED36,87233,617+3,255+10%$1.9M$2.0M+$106.8K2026-10-20
MGO One Seven LLC
DECREASED36,65038,480-1,830-5%$2.2M$2.0M-$178.3K2026-10-28
Axxcess Wealth Management, LLC
DECREASED36,64060,338-23,698-39%$3.4M$2.0M-$1.4M2026-10-21
Money Concepts Capital Corp
INCREASED36,42136,149+272+1%$2.0M$2.0M-$59.8K2026-11-06
Global X Japan Co., Ltd.
INCREASED36,19014,188+22,002+155%$796.8K$2.0M+$1.2M2026-10-21
Flagship Harbor Advisors, LLC
DECREASED36,06036,075-150%$2.0M$2.0M-$75.1K2026-10-26
Vise Technologies, Inc.
DECREASED35,74036,029-289-1%$2.0M$1.9M-$89.8K2026-10-29
Bright Financial Advisors, Inc.
DECREASED33,30033,446-1460%$1.9M$1.8M-$76.8K2026-10-23
Archer Investment Corp
DECREASED33,26134,051-790-2%$1.9M$1.8M-$112.9K2026-11-05
Ellis Investment Partners, LLC
DECREASED32,33539,777-7,442-19%$2.2M$1.7M-$484.6K2026-10-21
Silver Lake Advisory, LLC
DECREASED31,97232,575-603-2%$1.8M$1.7M-$99.7K2026-10-22
Autumn Glory Partners, LLC
UNCHANGED31,62431,62400%$1.8M$1.7M-$65.1K2026-10-26
Hengehold Capital Management LLC
INCREASED31,26530,849+416+1%$1.7M$1.7M-$41.0K2026-10-16
Steel Grove Capital Advisors, LLC
INCREASED31,00626,820+4,186+16%$1.5M$1.7M+$171.2K2026-10-13
4Wealth Advisors, Inc.
INCREASED30,03227,310+2,722+10%$1.5M$1.6M+$100.9K2026-10-13
Indivisible Partners
NEW29,540—+29,540——$1.6M—2026-10-26
Cora Capital Advisors LLC
DECREASED29,04929,355-306-1%$1.6M$1.6M-$77.0K2026-11-02
Meridian Wealth Management, LLC
INCREASED28,74128,387+354+1%$1.6M$1.6M-$39.4K2026-11-05
MBA Advisors LLC
INCREASED28,67628,114+562+2%$1.6M$1.6M-$27.5K2026-10-29
West Paces Advisors Inc.
DECREASED28,53330,000-1,467-5%$1.7M$1.5M-$141.2K2026-10-13
Daymark Wealth Partners, LLC
DECREASED28,14131,873-3,732-12%$1.8M$1.5M-$267.6K2026-11-04
WealthBridge Capital Management, LLC
DECREASED28,03931,027-2,988-10%$1.7M$1.5M-$225.5K2026-10-16
Financial Partners Group, Inc
DECREASED27,82729,603-1,776-6%$1.7M$1.5M-$157.1K2026-10-19
Paragon Capital Management Ltd
DECREASED27,04631,061-4,015-13%$1.7M$1.5M-$281.2K2026-10-09
Bank of New York Mellon Corp
INCREASED26,51525,365+1,150+5%$1.4M$1.4M+$10.0K2026-11-05
Northwest Financial Advisors
DECREASED25,90531,396-5,491-17%$1.8M$1.4M-$361.7K2026-10-27
Moneco Advisors, LLC
DECREASED25,84026,244-404-2%$1.5M$1.4M-$75.9K2026-11-05
First Heartland Consultants, Inc.
INCREASED25,52325,403+120+0%$1.4M$1.4M-$45.8K2026-10-08
Dala Group, LLC
DECREASED25,38729,655-4,268-14%$1.7M$1.4M-$292.0K2026-10-29
Allied Investment Advisors, LLC
UNCHANGED25,20425,20400%$1.4M$1.4M-$51.9K2026-10-13
Pathway Financial Advisers, LLC
INCREASED24,45124,438+13+0%$1.4M$1.3M-$49.7K2026-10-27
SP Asset Management LLC
INCREASED24,31224,188+124+1%$1.4M$1.3M-$43.1K2026-11-05
Moran Wealth Management, LLC
DECREASED24,093246,492-222,399-90%$13.8M$1.3M-$12.5M2026-10-22
Compound Planning, Inc.
DECREASED24,04528,652-4,607-16%$1.6M$1.3M-$308.2K2026-11-05
SAX Wealth Advisors, LLC
INCREASED23,83211,142+12,690+114%$1.2M$1.3M+$108.2K2026-10-13
Tactive Advisors, LLC
DECREASED23,69927,621-3,922-14%$1.6M$1.3M-$269.1K2026-10-08
Finward Bancorp
DECREASED23,32224,872-1,550-6%$1.4M$1.3M-$135.1K2026-10-14
High Point Wealth Management, LLC
INCREASED22,78522,719+66+0%$1.3M$1.2M-$43.2K2026-11-05
Sound Financial Strategies Group, LLC
DECREASED22,66523,045-380-2%$1.3M$1.2M-$68.0K2026-10-30
Madison Park Capital Advisors, LLC
DECREASED22,63925,234-2,595-10%$1.3M$1.2M-$125.2K2026-10-28
Councilor Wealth, LLC
DECREASED22,52024,328-1,808-7%$1.4M$1.2M-$148.0K2026-10-09
SeaCrest Wealth Management, LLC
DECREASED22,41825,182-2,764-11%$1.4M$1.2M-$201.4K2026-10-21
Fiscal Wisdom Wealth Management, LLC
INCREASED22,08221,322+760+4%$1.2M$1.2M-$2.8K2026-10-16
Dynamic Advisor Solutions LLC
DECREASED21,46422,422-958-4%$1.3M$1.2M-$98.0K2026-10-13
Total Clarity Wealth Management, Inc.
INCREASED21,14320,439+704+3%$1.1M$1.1M-$4.0K2026-10-26
Chapin Davis, Inc.
INCREASED21,10620,827+279+1%$1.2M$1.1M-$27.8K2026-10-09
Parallel Advisors, LLC
INCREASED20,56420,517+47+0%$1.2M$1.1M-$39.7K2026-11-03
Savant Capital, LLC
DECREASED20,00921,178-1,169-6%$1.5M$1.1M-$466.1K2026-11-06
Succession Financial, Inc.
UNCHANGED19,98019,98000%$1.1M$1.1M-$41.2K2026-10-14
PKS Advisory Services, LLC
UNCHANGED19,79519,79500%$1.1M$1.1M$02026-10-26
Yousif Capital Management, LLC
DECREASED19,66759,438-39,771-67%$3.3M$1.1M-$2.3M2026-10-22
MMA Asset Management LLC
INCREASED19,25818,561+697+4%$1.0M$1.0M-$5402026-11-02
First City Capital Management, Inc.
INCREASED19,18519,040+145+1%$1.1M$1.0M-$31.4K2026-10-27
Lanark Financial, Inc.
DECREASED18,91719,251-334-2%$1.1M$1.0M-$57.7K2026-10-26
Platform Technology Partners
DECREASED18,87719,047-170-1%$1.1M$1.0M-$48.4K2026-11-02
Jeppson Wealth Management, LLC
DECREASED18,61618,816-200-1%$1.1M$1.0M-$49.6K2026-10-20
Sowell Financial Services LLC
DECREASED18,56220,753-2,191-11%$1.2M$1.0M-$161.3K2026-10-23
WealthPlan Investment Management, LLC
DECREASED18,40922,262-3,853-17%$1.3M$995.9K-$254.3K2026-10-15
Virtus Wealth Solutions LLC
INCREASED18,38318,289+94+1%$1.0M$994.5K-$32.6K2026-11-03
Gemmer Asset Management LLC
UNCHANGED17,54717,54700%$985.4K$949.3K-$36.1K2026-10-16
Regions Financial Corp
NEW17,310—+17,310——$936.5K—2026-11-05
B. Riley Wealth Advisors, Inc.
INCREASED17,24917,226+23+0%$970.7K$933.2K-$37.5K2026-10-13
Michels Family Financial, LLC
DECREASED17,07017,710-640-4%$994.6K$923.5K-$71.1K2026-11-02
Confluence Wealth Services, Inc.
DECREASED17,05917,677-618-3%$992.7K$922.9K-$69.8K2026-11-05
BIP Wealth, LLC
INCREASED16,95616,222+734+5%$911.0K$917.3K+$6.3K2026-10-22
GC Wealth Management RIA, LLC
UNCHANGED16,84816,84800%$946.2K$911.5K-$34.7K2026-11-02
Aafmaa Wealth Management & Trust LLC
UNCHANGED16,80016,80000%$943.5K$908.9K-$34.6K2026-10-14
Merit Financial Group, LLC
INCREASED16,6104,126+12,484+303%$231.7K$898.6K+$666.9K2026-11-06
HBW Advisory Services LLC
INCREASED16,10114,646+1,455+10%$822.5K$871.1K+$48.5K2026-10-15
StoneX Group Inc.
INCREASED16,08613,922+2,164+16%$781.9K$875.1K+$93.3K2026-11-03
ASL Financial, LLC
UNCHANGED16,07816,07800%$902.9K$869.8K-$33.1K2026-10-15
Evergreen Capital Management LLC
INCREASED15,8157,310+8,505+116%$410.6K$855.6K+$445.1K2026-10-23
AlphaStar Capital Management, LLC
INCREASED15,80415,299+505+3%$859.2K$855.0K-$4.2K2026-10-16
Wealthcare Capital Partners, LLC
INCREASED15,77214,632+1,140+8%$821.8K$853.3K+$31.5K2026-10-21
Whitener Capital Management, Inc.
INCREASED15,71414,578+1,136+8%$818.7K$850.2K+$31.4K2026-10-15
Provenance Wealth Advisors, LLC
INCREASED15,60011,600+4,000+34%$651.5K$844.0K+$192.5K2026-10-30
BlueChip Wealth Advisors LLC
DECREASED15,41615,536-120-1%$872.5K$834.0K-$38.5K2026-11-03
SkyOak Wealth, LLC
DECREASED14,95516,042-1,087-7%$900.9K$809.1K-$91.9K2026-10-28
Cross Staff Investments Inc
DECREASED14,92715,191-264-2%$853.1K$807.5K-$45.6K2026-10-22
Atria Investments, Inc
DECREASED14,91518,515-3,600-19%$1.0M$806.9K-$232.9K2026-10-15
Ullmann Wealth Partners Group, LLC
UNCHANGED14,87814,87800%$835.5K$804.9K-$30.6K2026-11-02
Simplex Trading, LLC
INCREASED14,6529,520+5,132+54%$534.6K$792.7K+$258.0K2026-11-04
Blueprint Investment Partners LLC
INCREASED14,52110,090+4,431+44%$566.7K$785.6K+$218.9K2026-10-28
HB Wealth Management, LLC
DECREASED14,44718,559-4,112-22%$1.0M$781.6K-$260.7K2026-10-23
KFA Private Wealth Group, LLC
DECREASED14,30114,612-311-2%$820.6K$773.7K-$47.0K2026-10-07
TD Private Client Wealth LLC
DECREASED14,13916,295-2,156-13%$915.1K$764.9K-$150.2K2026-10-28
Montag A & Associates Inc
UNCHANGED14,02414,02400%$787.6K$758.7K-$28.9K2026-10-29
Aspiriant, LLC
INCREASED13,8808,104+5,776+71%$455.1K$750.9K+$295.8K2026-10-16
KOM Wealth Management Group, LLC
DECREASED13,86413,917-530%$781.6K$750.0K-$31.5K2026-10-15
Montis Financial, LLC
INCREASED13,82813,803+25+0%$775.2K$748.1K-$27.0K2026-11-04
Victory Financial Group, LLC
INCREASED13,78511,153+2,632+24%$626.3K$745.8K+$119.4K2026-10-27
Park Avenue Securities LLC
DECREASED13,69013,898-208-1%$781.0K$741-$780.3K2026-10-26
Beaumont Financial Advisors, LLC
INCREASED13,65113,648+3+0%$766.5K$738.5K-$27.9K2026-10-22
CoreCap Advisors, LLC
INCREASED13,58612,857+729+6%$722.1K$735.0K+$13.0K2026-10-08
Benin Management Corp
UNCHANGED13,45013,45000%$755.4K$727.6K-$27.7K2026-10-22
Choreo, LLC
INCREASED13,42013,368+52+0%$750.7K$726.0K-$24.7K2026-10-28
Paragon Private Wealth Management, LLC
DECREASED13,34315,301-1,958-13%$859.3K$721.9K-$137.5K2026-10-20
Acorn Wealth Advisors, LLC
INCREASED13,18113,173+8+0%$739.8K$713.1K-$26.7K2026-10-19
Wagner Wealth Management, LLC
INCREASED13,13613,096+40+0%$735.5K$710.6K-$24.8K2026-10-21
Lighthouse Financial Services Inc
INCREASED13,07012,249+821+7%$693.7K$707.1K+$13.4K2026-11-02
Fidelity D & D Bancorp Inc
UNCHANGED12,98212,98200%$729.1K$702.3K-$26.7K2026-11-05
CFC Planning Co LLC
INCREASED12,95312,506+447+4%$702.4K$700.8K-$1.5K2026-10-28
Moody National Bank Trust Division
UNCHANGED12,86812,86800%$722.7K$696.2K-$26.5K2026-10-06
Kellett Wealth Advisors, LLC
DECREASED12,67613,356-680-5%$750.1K$685.8K-$64.3K2026-10-15
HT Partners LLC
UNCHANGED12,57612,57600%$706.3K$680.4K-$25.9K2026-10-20
Meridian Financial Advisors, LLC
DECREASED12,54613,445-899-7%$755.1K$678.7K-$76.3K2026-10-14
Focus Financial Network, Inc.
DECREASED12,48512,524-390%$703.3K$675.4K-$27.9K2026-10-14
Principle Wealth Partners LLC
INCREASED12,2429,806+2,436+25%$550.7K$662.3K+$111.6K2026-11-02
IFP Advisors, Inc
DECREASED12,15712,773-616-5%$717.3K$657.7K-$59.6K2026-10-16
Marks Group Wealth Management, Inc
UNCHANGED12,13612,13600%$681.6K$656.6K-$25.0K2026-11-05
McHugh Group, LLC
INCREASED12,11612,055+61+1%$677.0K$655.6K-$21.5K2026-10-19
Harbor Investment Advisory, LLC
DECREASED12,06612,916-850-7%$725.4K$652.8K-$72.6K2026-10-13
Heritage Wealth Management, Inc.
DECREASED11,59811,798-200-2%$662.6K$627.5K-$35.1K2026-10-28
Key Client Fiduciary Advisors, LLC
DECREASED11,59111,610-190%$652.0K$627.1K-$25.0K2026-10-19
Lewis Asset Management, LLC
INCREASED11,54111,503+38+0%$646.0K$624.3K-$21.7K2026-10-14
Bath Savings Trust Co
INCREASED11,29311,251+42+0%$631.9K$611.0K-$20.9K2026-10-07
Owl Creek Wealth Partners LLC
DECREASED11,27611,481-205-2%$644.8K$610.0K-$34.8K2026-10-20
Diversified Enterprises, LLC
INCREASED11,2238,742+2,481+28%$490.9K$607.2K+$116.2K2026-10-19
Brady Family Wealth, LLC
UNCHANGED11,19411,19400%$628.7K$605.6K-$23.1K2026-11-02
Emergent Wealth Advisors, LLC
DECREASED11,11211,146-340%$626.0K$601.1K-$24.8K2026-10-09
Signal Advisors Wealth, LLC
DECREASED10,95911,096-137-1%$623.1K$592.9K-$30.2K2026-10-13
Melone Private Wealth, LLC
UNCHANGED10,80710,80700%$606.9K$584.7K-$22.3K2026-10-16
Ascentis Wealth Management, LLC
INCREASED10,7587,696+3,062+40%$432.2K$582.0K+$149.8K2026-11-03
Realta Investment Advisors
INCREASED10,7239,563+1,160+12%$537.1K$580.1K+$43.1K2026-10-14
James J. Burns & Company, LLC
DECREASED10,65310,671-180%$599.3K$576.3K-$22.9K2026-10-22
Mine & Arao Wealth Creation & Management, Llc.
INCREASED10,62810,586+42+0%$594.5K$575.0K-$19.5K2026-10-29
Strategic Wealth Investment Group, LLC
DECREASED10,50411,244-740-7%$631.5K$568.3K-$63.2K2026-10-29
Valley National Advisers Inc
INCREASED10,35310,350+3+0%$581.3K$560.1K-$21.2K2026-10-23
Syntegra Private Wealth Group, LLC
INCREASED10,25110,229+22+0%$574.5K$554.6K-$19.9K2026-10-13
Castle Rock Wealth Management, LLC
DECREASED10,20710,415-208-2%$589.8K$558.8K-$31.0K2026-10-09
Modera Wealth Management, LLC
NEW10,184—+10,184——$551.0K—2026-10-28
Imc-Chicago, LLC
NEW10,123—+10,123——$547.7K—2026-11-05
Veracity Capital LLC
DECREASED10,10210,124-220%$568.5K$546.5K-$22.0K2026-10-08
Riverbend Wealth Management, LLC
UNCHANGED10,04310,04300%$564.0K$543.3K-$20.7K2026-10-15
Grant Private Wealth Management Inc
INCREASED9,9964,736+5,260+111%$266.0K$540.8K+$274.8K2026-10-19
Cornerstone Wealth Management, LLC
INCREASED9,9959,984+11+0%$560.7K$540.7K-$20.0K2026-11-04
Gryphon Financial Partners LLC
INCREASED9,8779,848+29+0%$553.1K$534.4K-$18.7K2026-11-04
waypoint wealth counsel
INCREASED9,8109,781+29+0%$549.3K$530.7K-$18.6K2026-10-22
Fisher Asset Management, LLC
INCREASED9,7385,037+4,701+93%$282.9K$526.9K+$243.9K2026-11-06
Family Capital Management, Inc.
INCREASED9,4909,473+17+0%$532.0K$513.4K-$18.6K2026-11-03
Cherry Creek Investment Advisors, Inc.
INCREASED9,2039,169+34+0%$515.0K$497.9K-$17.1K2026-10-14
Intrua Financial, LLC
UNCHANGED9,0459,04500%$508.0K$489.4K-$18.6K2026-10-28
Benchmark Financial Wealth Advisors, LLC
INCREASED8,9468,903+43+0%$500.0K$484.0K-$16.0K2026-10-20
Lavelle Capital LP
INCREASED8,6718,648+23+0%$485.7K$469.1K-$16.6K2026-11-03
QTR Family Wealth, LLC
INCREASED8,6168,589+27+0%$482.3K$466.1K-$16.2K2026-11-02
Joel Isaacson & Co., LLC
INCREASED8,5388,507+31+0%$477.8K$461.9K-$15.9K2026-11-05
Simplicity Wealth,LLC
INCREASED8,5254,595+3,930+86%$258.1K$461.2K+$203.1K2026-10-23
Guidance Capital, Inc
DECREASED8,3268,737-411-5%$500.7K$500.9K+$1812026-11-03
One Day In July LLC
UNCHANGED8,2848,28400%$465.2K$448.2K-$17.1K2026-10-30
National Wealth Management Group, LLC
DECREASED8,2639,432-1,169-12%$529.7K$447.0K-$82.7K2026-10-26
International Assets Investment Management, LLC
INCREASED8,2637,813+450+6%$442.5K$448.1K+$5.7K2026-11-02
Legacy Financial Strategies, LLC
UNCHANGED8,2148,21400%$461.3K$444.4K-$16.9K2026-10-15
Latitude Advisors, LLC
DECREASED8,14011,306-3,166-28%$634.9K$440.4K-$194.6K2026-10-27
Tempus Wealth Planning, LLC
UNCHANGED8,0628,06200%$452.8K$436.2K-$16.6K2026-10-14
Define Financial, LLC
INCREASED7,9967,955+41+1%$446.7K$432.6K-$14.2K2026-10-14
Clear Harbor Asset Management, LLC
INCREASED7,9127,911+1+0%$444.3K$428.0K-$16.3K2026-11-05
McAdam, LLC
INCREASED7,8597,858+1+0%$441.3K$425.2K-$16.1K2026-10-21
Capital Asset Advisory Services LLC
DECREASED7,85011,242-3,392-30%$631.4K$462.7K-$168.7K2026-10-30
LongView Wealth Management
UNCHANGED7,8367,83600%$440.1K$423.9K-$16.1K2026-10-19
Diversified Portfolios, Inc.
NEW7,682—+7,682——$415.6K—2026-11-04
Karras Company, Inc.
DECREASED7,5487,598-50-1%$426.7K$408.3K-$18.4K2026-10-16
Perryman Financial Advisory Inc
DECREASED7,5367,764-228-3%$436.0K$407.7K-$28.3K2026-10-16
Daiwa Securities Group Inc.
DECREASED7,4759,818-2,343-24%$551.4K$404.4K-$147.0K2026-10-29
Capital Investment Advisors, LLC
DECREASED7,4307,580-150-2%$425.7K$402.0K-$23.7K2026-10-22
Earned Wealth Advisors, LLC
UNCHANGED7,4197,41900%$416.7K$401.4K-$15.3K2026-11-06
Ignite Planners, LLC
INCREASED7,4057,369+36+0%$413.9K$400.6K-$13.3K2026-10-14
Rockwood Wealth Management, LLC
DECREASED7,4008,836-1,436-16%$496.2K$400.3K-$95.9K2026-10-27
Optivise Advisory Services LLC
UNCHANGED7,3997,39900%$415.5K$400.3K-$15.2K2026-10-19
Hofer & Associates. Inc
NEW7,304—+7,304——$395.2K—2026-10-13
RED Crane Wealth Management, LLC
INCREASED7,3047,276+28+0%$408.6K$395.2K-$13.5K2026-10-14
Nicholas Hoffman & Company, Llc.
UNCHANGED7,2637,26300%$407.9K$392.9K-$15.0K2026-10-30
Harel Insurance Investments & Financial Services Ltd.
INCREASED7,194794+6,400+806%$45.0K$389-$44.6K2026-11-02
Pinnacle Associates LTD
INCREASED7,0806,300+780+12%$353.8K$383.0K+$29.2K2026-10-20
Stirlingshire Investments, Inc.
DECREASED7,0677,368-301-4%$413.8K$382.3K-$31.5K2026-11-05
Boyce & Associates Wealth Consulting, Inc.
INCREASED7,0056,617+388+6%$371.6K$379.0K+$7.3K2026-10-14
Central Trust Co
DECREASED6,9507,130-180-3%$400.4K$376.0K-$24.4K2026-11-05
MassMutual Private Wealth & Trust, FSB
DECREASED6,8457,004-159-2%$393.3K$370.3K-$23.0K2026-10-05
Nikulski Financial, Inc.
DECREASED6,8426,933-91-1%$389.4K$370.2K-$19.2K2026-11-06
Eagle Bay Advisors LLC
DECREASED6,8397,179-340-5%$403.2K$370.0K-$33.2K2026-10-16
Saxon Interests, Inc.
INCREASED6,8326,560+272+4%$368.4K$369.6K+$1.2K2026-10-26
WealthSpring Partners, LLC
INCREASED6,7366,735+1+0%$378.2K$364.4K-$13.8K2026-10-14
Clear Creek Financial Management, LLC
INCREASED6,6736,350+323+5%$356.6K$361.0K+$4.4K2026-10-28
Raab & Moskowitz Asset Management LLC
UNCHANGED6,6686,66800%$374.5K$360.7K-$13.7K2026-11-02
Detalus Advisors, LLC
INCREASED6,6226,621+1+0%$371.8K$358.3K-$13.6K2026-10-15
Heritage Family Offices, LLP
UNCHANGED6,6086,60800%$371.1K$357.5K-$13.6K2026-11-02
Mather Group, Llc.
DECREASED6,5976,656-59-1%$373.8K$356.9K-$16.9K2026-10-14
Enclave Advisors LLC
INCREASED6,5816,566+15+0%$368.7K$356.0K-$12.7K2026-10-14
LVM Capital Management LTD
UNCHANGED6,5806,58000%$370$356.0K+$355.6K2026-10-20
Integrity Alliance, Llc.
INCREASED6,5786,066+512+8%$340.7K$355.9K+$15.2K2026-10-29
WealthPLAN Partners, LLC
INCREASED6,5696,555+14+0%$368.1K$355.4K-$12.7K2026-10-15
Capital Advisors, Ltd. LLC
DECREASED6,5507,636-1,086-14%$429$354-$752026-10-27
Lake Street Private Wealth, LLC
INCREASED6,5375,620+917+16%$315.6K$353.7K+$38.0K2026-10-22
Gamma Investing LLC
DECREASED6,4256,430-50%$361.1K$347.6K-$13.5K2026-10-08
Capital Squared Financial LLC
INCREASED6,4185,413+1,005+19%$304.0K$347.2K+$43.2K2026-10-30
Russell Investments Group, Ltd.
INCREASED6,3566,035+321+5%$338.9K$343.9K+$4.9K2026-11-06
Retireful, LLC
INCREASED6,3325,845+487+8%$328.3K$342.6K+$14.3K2026-10-09
United Capital Management of KS, Inc.
DECREASED6,2606,316-56-1%$354.7K$338.7K-$16.0K2026-11-04
Eclectic Associates Inc
DECREASED6,2128,327-2,115-25%$467.6K$336.1K-$131.5K2026-10-09
RIA Advisory Group LLC
DECREASED6,1886,701-513-8%$376.3K$334.8K-$41.5K2026-10-15
Laurel OAK Wealth Management, LLC
UNCHANGED6,1706,17000%$346.5K$333.8K-$12.7K2026-10-19
ProCore Advisors, LLC
UNCHANGED6,1706,17000%$346.5K$333.8K-$12.7K2026-10-14
Guilbault Capital LLC
DECREASED6,1567,198-1,042-14%$404.2K$333.0K-$71.2K2026-10-28
Brown Wealth Management, LLC
DECREASED6,140129,532-123,392-95%$7.3M$332.2K-$6.9M2026-10-20
Graves Light Lenhart Wealth, Inc.
UNCHANGED6,1026,10200%$342.7K$330.1K-$12.6K2026-10-09
Signaturefd, LLC
UNCHANGED6,0446,04400%$339.4K$327.0K-$12.5K2026-10-23
Hickory Point Bank & Trust
UNCHANGED6,0006,00000%$337.0K$324.6K-$12.4K2026-10-01
Brandywine OAK Private Wealth LLC
UNCHANGED5,9745,97400%$335.5K$323.2K-$12.3K2026-10-23
DB&C Advisors, LLC
INCREASED5,9655,938+27+0%$333.5K$322.7K-$10.7K2026-10-26
Rudd Co d/b/a Styre Wealth
NEW5,922—+5,922——$336.3K—2026-10-29
Cyndeo Wealth Partners, LLC
DECREASED5,9176,066-149-2%$340.6K$320.1K-$20.6K2026-10-16
Cottage Street Advisors LLC
INCREASED5,9045,877+27+0%$330.1K$319.4K-$10.6K2026-10-19
Evexia Wealth LLC
DECREASED5,8946,044-150-2%$347.1K$343.6K-$3.5K2026-11-05
Phraction Management LLC
UNCHANGED5,8705,87000%$329.7K$317.6K-$12.1K2026-10-14
S.A. Mason LLC
UNCHANGED5,8605,86000%$329.1K$317.0K-$12.1K2026-10-13
Clark Asset Management, LLC
UNCHANGED5,8525,85200%$328.6K$316.6K-$12.1K2026-10-19
Global Strategic Investment Solutions, LLC
INCREASED5,7635,759+4+0%$323.4K$311.8K-$11.7K2026-10-16
Turtle Creek Wealth Advisors, LLC
UNCHANGED5,7585,75800%$323.4K$311.5K-$11.9K2026-10-15
AdvisorNet Financial, Inc
INCREASED5,6984,704+994+21%$264.2K$320.0K+$55.8K2026-10-15
Avior Wealth Management, LLC
INCREASED5,6775,666+11+0%$318.2K$307.1K-$11.1K2026-10-13
Howland Capital Management LLC
DECREASED5,6426,176-534-9%$346.8K$305.2K-$41.6K2026-10-22
Annex Advisory Services, LLC
DECREASED5,6416,082-441-7%$341.6K$305.2K-$36.4K2026-10-16
Kennedy Investment Group, Inc.
UNCHANGED5,5565,55600%$312.0K$300.6K-$11.4K2026-10-21
Eastern Bank
DECREASED5,54611,120-5,574-50%$624.5K$300.0K-$324.5K2026-10-05
Andrews Advisory Associates, LLC
DECREASED5,5345,772-238-4%$324.2K$299.4K-$24.8K2026-10-15
Beese Fulmer Investment Management, Inc.
DECREASED5,5295,746-217-4%$322.7K$299.1K-$23.6K2026-10-23
Level Four Advisory Services, LLC
DECREASED5,4905,937-447-8%$333.4K$297.0K-$36.4K2026-11-06
Onyx Bridge Wealth Group LLC
UNCHANGED5,4345,43400%$305.2K$294.0K-$11.2K2026-10-16
Richards, Merrill & Peterson, Inc.
UNCHANGED5,4145,41400%$304.1K$292.9K-$11.2K2026-10-19
Essex Bank
UNCHANGED5,3325,33200%$299.4K$288.4K-$11.0K2026-10-16
LVW Advisors, LLC
UNCHANGED5,3245,32400%$299.0K$288.0K-$11.0K2026-10-19
LightSquare Wealth Management, LLC
UNCHANGED5,2725,27200%$296.1K$285.2K-$10.9K2026-11-03
Asio Capital, LLC
NEW5,180—+5,180——$280.2K—2026-10-19
Collaborative Wealth Managment Inc.
UNCHANGED5,1715,17100%$290.4K$279.7K-$10.7K2026-11-06
Kentucky Trust Co
UNCHANGED5,1445,14400%$288.9K$278.3K-$10.6K2026-10-15
Assetmark, Inc
INCREASED5,0802,704+2,376+88%$151.9K$274.8K+$123.0K2026-10-21
Accredited Investors Inc.
INCREASED5,0525,051+1+0%$283.6K$273.3K-$10.3K2026-11-03
Aspen Wealth Management LLC
UNCHANGED5,0335,03300%$282.7K$272.3K-$10.4K2026-10-14
Cornell Pochily Investment Advisors, Inc.
DECREASED5,0205,308-288-5%$298.1K$271.6K-$26.5K2026-10-19
Old National Bancorp
DECREASED4,9845,084-100-2%$285.5K$269.6K-$15.9K2026-10-20
Sage Investment Advisers LLC
INCREASED4,9614,943+18+0%$277.6K$268.4K-$9.2K2026-10-21
McKinley Carter Wealth Services, Inc.
UNCHANGED4,9014,90100%$275.2K$265.1K-$10.1K2026-10-16
Stablepoint Partners, LLC
DECREASED4,8675,388-521-10%$302.6K$263.3K-$39.3K2026-11-03
RS Crum Inc.
UNCHANGED4,8404,84000%$271.8K$261.8K-$10.0K2026-10-19
Wesbanco Bank Inc
INCREASED4,8203,865+955+25%$217.1K$260.8K+$43.7K2026-11-04
Essex LLC
DECREASED4,7994,850-51-1%$272.4K$259.6K-$12.7K2026-10-14
Diversify Wealth Management, LLC
DECREASED4,7886,107-1,319-22%$351.0K$272.3K-$78.7K2026-10-20
Diversify Advisory Services, LLC
DECREASED4,7886,107-1,319-22%$351.0K$272.3K-$78.7K2026-10-20
Westside Investment Management, Inc.
UNCHANGED4,7604,76000%$267.3K$258.5K-$8.9K2026-11-02
BOS Asset Management, LLC
UNCHANGED4,7584,75800%$267.2K$257.4K-$9.8K2026-10-09
Strategic Advisors LLC
DECREASED4,7565,232-476-9%$293.8K$257.3K-$36.5K2026-10-13
Crescent Grove Advisors, LLC
DECREASED4,7489,148-4,400-48%$513.8K$256.9K-$256.9K2026-10-21
Capital Advisors Wealth Management, LLC
DECREASED4,7265,198-472-9%$291.9K$255.7K-$36.3K2026-10-09
Sage Mountain Advisors LLC
UNCHANGED4,6644,66400%$261.9K$252.3K-$9.6K2026-11-02
Private Trust Co NA
INCREASED4,5704,556+14+0%$255.9K$247.2K-$8.6K2026-10-20
Strategic Blueprint, LLC
INCREASED4,5694,566+3+0%$256.4K$247.2K-$9.2K2026-10-22
Investment Partners, Ltd.
NEW4,528—+4,528——$244.9K—2026-10-29
Promethium Advisors,llc
DECREASED4,5245,464-940-17%$306.9K$244.7K-$62.1K2026-10-19
Stanley-Laman Group, Ltd.
UNCHANGED4,4204,42000%$248.2K$239.1K-$9.1K2026-10-20
Guardian Capital, LLC
DECREASED4,4044,537-133-3%$254.8K$238.2K-$16.6K2026-11-06
Traynor Capital Management, Inc.
NEW4,388—+4,388——$237.4K—2026-10-29
Meitav Investment House LTD
DECREASED4,3866,830-2,444-36%$383.4K$237.3K-$146.1K2026-10-28
Dagco, Inc.
UNCHANGED4,3504,35000%$244.3K$235.3K-$9.0K2026-10-20
Northbridge Financial Group, LLC
UNCHANGED4,2984,29800%$241.4K$235.3K-$6.1K2026-11-05
CFM Wealth Partners LLC
UNCHANGED4,2484,24800%$238.6K$229.8K-$8.8K2026-11-05
Magnus Financial Group LLC
INCREASED4,2454,226+19+0%$237.3K$229.7K-$7.7K2026-10-21
Founders Financial Securities LLC
INCREASED4,2384,170+68+2%$234.2K$229.3K-$4.9K2026-10-28
Waldron Private Wealth LLC
DECREASED4,2044,648-444-10%$261.0K$227.4K-$33.6K2026-11-02
Strategy Asset Managers LLC
UNCHANGED4,2004,20000%$235.9K$227.2K-$8.7K2026-10-14
Kelly Financial Group LLC
UNCHANGED4,1604,16000%$233.6K$225.1K-$8.6K2026-10-16
Granville Capital, Inc.
DECREASED4,1578,787-4,630-53%$493.5K$224.9K-$268.6K2026-11-05
Anson Capital, Inc.
UNCHANGED4,1164,11600%$231.2K$222.7K-$8.5K2026-10-23
Morey & Quinn Wealth Partners, LLC
INCREASED4,0974,095+2+0%$230.0K$221.7K-$8.3K2026-10-28
Gilpin Wealth Management, LLC
DECREASED4,0704,840-770-16%$271.8K$220.2K-$51.6K2026-10-09
Welch & Forbes LLC
INCREASED4,0103,992+18+0%$224.2K$216.9K-$7.2K2026-11-04
Larson Financial Group LLC
INCREASED3,9873,977+10+0%$223.3K$215.7K-$7.6K2026-11-05
Cooper Financial Group
DECREASED3,9634,121-158-4%$231.4K$214.4K-$17.0K2026-10-07
Crestwood Advisors Group, LLC
INCREASED3,9143,912+2+0%$219.7K$211.7K-$8.0K2026-10-27
Curran Financial Partners, LLC
DECREASED3,9004,362-462-11%$245.0K$211.0K-$34.0K2026-11-04
NBH Bank
DECREASED3,9003,950-50-1%$221.8K$211.0K-$10.8K2026-11-05
Red Mountain Financial, LLC
INCREASED3,8983,890+8+0%$218.5K$210.9K-$7.6K2026-11-03
ARS Wealth Advisors Group, LLC
UNCHANGED3,8973,89700%$218.8K$210.8K-$8.0K2026-10-16
Segment Wealth Management, LLC
UNCHANGED3,8603,86000%$216.8K$208.8K-$8.0K2026-10-26
Wrenne Financial Planning LLC
UNCHANGED3,8463,84600%$216.0K$208.1K-$7.9K2026-10-30
Procyon Advisors, LLC
INCREASED3,8373,831+6+0%$215.2K$207.6K-$7.6K2026-10-21
Traphagen Investment Advisors LLC
INCREASED3,7943,790+4+0%$212.8K$205.2K-$7.6K2026-10-14
Stevens Capital Partners
NEW3,762—+3,762——$203.5K—2026-10-29
Tranquility Partners, LLC
DECREASED3,7294,352-623-14%$244.4K$201.7K-$42.7K2026-10-20
Cherry Tree Wealth Management, LLC
UNCHANGED3,6333,63300%$204.0K$196.5K-$7.5K2026-10-15
JFS Wealth Advisors, LLC
INCREASED3,5791,881+1,698+90%$105.6K$193.6K+$88.0K2026-11-03
Compass Financial Management LLC
UNCHANGED3,5663,56600%$200.3K$192.9K-$7.3K2026-10-30
Triumph Capital Management
DECREASED3,4763,488-120%$195.9K$188.1K-$7.8K2026-10-14
Carnegie Lake Advisors LLC
DECREASED3,24045,019-41,779-93%$2.5M$2.4M-$92.1K2026-11-03
Intesa Sanpaolo Wealth Management
INCREASED3,2101,110+2,100+189%$62.3K$173.7K+$111.3K2026-10-28
Y.D. More Investments Ltd
UNCHANGED3,2003,20000%$179.7K$173.1K-$6.6K2026-11-02
Citizens National Bank Trust Department
UNCHANGED3,1003,10000%$174.1K$167.7K-$6.4K2026-11-04
SJS Investment Consulting Inc.
INCREASED2,7892,720+69+3%$152.8K$150.9K-$1.9K2026-10-26
Spire Wealth Management
DECREASED2,6982,814-116-4%$158.1K$146.0K-$12.1K2026-10-30
Pinnacle Bancorp, Inc.
DECREASED2,6503,234-584-18%$181.6K$143.4K-$38.3K2026-10-21
Beacon Investment Advisory Services, Inc.
UNCHANGED2,4002,40000%$134.8K$129.8K-$4.9K2026-10-13
Dorato Capital Management
NEW2,269—+2,269——$123.2K—2026-10-08
Asset Management One Co., Ltd.
DECREASED2,1272,506-379-15%$140.7K$115.1K-$25.7K2026-10-27
Bfsg, LLC
UNCHANGED2,0942,09400%$117.6K$113.3K-$4.3K2026-10-30
Burk Holdings LLC
UNCHANGED2,0582,05800%$115.6K$111.3K-$4.2K2026-11-05
American National Bank & Trust
UNCHANGED2,0442,04400%$114.8K$110.6K-$4.2K2026-10-07
North Star Investment Management Corp.
UNCHANGED1,8701,87000%$105.0K$101.2K-$3.9K2026-10-27
GHP Investment Advisors, Inc.
INCREASED1,7131,704+9+1%$95.7K$92.7K-$3.0K2026-10-15
Mcdonald Partners LLC
UNCHANGED1,6001,60000%$89.9K$86.6K-$3.3K2026-11-03
Armstrong Advisory Group, Inc
UNCHANGED1,5901,59000%$89.3K$86.0K-$3.3K2026-10-09
CX Institutional
INCREASED1,498532+966+182%$30$81+$512026-10-02
Golden State Wealth Management, LLC
DECREASED1,4042,400-996-41%$134.8K$76.0K-$58.8K2026-11-02
Trust Co of Vermont
UNCHANGED1,3981,39800%$78.5K$75.6K-$2.9K2026-10-21
Blue Trust, Inc.
INCREASED1,383118+1,265+1072%$6.6K$74.8K+$68.2K2026-10-15
Birch Financial Group, LLC
NEW1,370—+1,370——$74.1K—2026-10-27
Ashton Thomas Private Wealth, LLC
INCREASED1,3681,361+7+1%$76.4K$74.0K-$2.4K2026-11-03
Asset Dedication, LLC
UNCHANGED1,2501,25000%$70.2K$67.6K-$2.6K2026-11-03
Clayton Financial Group LLC
NEW1,230—+1,230——$66.5K—2026-10-13
Parkside Financial Bank & Trust
UNCHANGED1,2181,21800%$68.4K$65.9K-$2.5K2026-10-27
Buck Wealth Strategies, LLC
INCREASED1,2121,206+6+1%$67.7K$65.6K-$2.1K2026-10-28
United Community Bank
INCREASED1,1921,050+142+14%$59.0K$64.5K+$5.5K2026-10-28
Root Financial Partners, LLC
NEW1,128—+1,128——$61.0K—2026-10-21
Plante Moran Financial Advisors, LLC
INCREASED1,122302+820+272%$17.0K$60.7K+$43.7K2026-11-04
Halbert Hargrove Global Advisors, LLC
UNCHANGED1,0901,09000%$61.2K$59.0K-$2.2K2026-10-16
Creative Financial Designs Inc
DECREASED1,0851,086-10%$61.0K$58.7K-$2.3K2026-11-04
Key FInancial Inc
UNCHANGED1,0781,07800%$60.5K$58.3K-$2.2K2026-11-02
Investors Research Corp
INCREASED1,042938+104+11%$52.7K$56.4K+$3.7K2026-10-07
Redwood Park Advisors LLC
INCREASED939934+5+1%$52.5K$50.8K-$1.7K2026-11-02
Hilltop National Bank
UNCHANGED91091000%$51.1K$49.2K-$1.9K2026-10-14
SBI Securities Co., Ltd.
INCREASED849763+86+11%$42.9K$45.9K+$3.1K2026-10-22
First Command Advisory Services, Inc.
DECREASED835870-35-4%$48.9K$45.2K-$3.7K2026-11-05
True Wealth Design, LLC
UNCHANGED80080000%$44.9K$43.3K-$1.6K2026-10-13
Bangor Savings Bank
UNCHANGED78078000%$43.8K$42.2K-$1.6K2026-10-06
Oakworth Capital, Inc.
UNCHANGED72272200%$40.9K$39.1K-$1.8K2026-10-26
Adkins Seale Capital Management LLC
UNCHANGED64064000%$35.9K$34.6K-$1.3K2026-10-27
KFG LLC
NEW630—+630——$34.1K—2026-11-02
TFC Financial Management, Inc.
INCREASED592589+3+1%$33.1K$32.1K-$1.0K2026-10-26
Nemes Rush Group LLC
INCREASED589587+2+0%$33.0K$31.9K-$1.1K2026-11-04
Valued Wealth Advisors LLC
UNCHANGED58058000%$32.6K$31.4K-$1.2K2026-11-05
Pension & Wealth Management Advisors, Inc.
INCREASED551548+3+1%$30.8K$29.8K-$9782026-10-16
MV Capital Management, Inc.
NEW537—+537——$29.1K—2026-10-29
IAG Wealth Partners, LLC
INCREASED510470+40+9%$26.4K$27.6K+$1.2K2026-11-06
Rossby Financial, LCC
NEW500—+500——$27.1K—2026-11-05
Creative Capital Management Investments LLC
UNCHANGED49049000%$27.5K$26.5K-$1.0K2026-10-28
Salomon & Ludwin, LLC
UNCHANGED47447400%$26.8K$25.6K-$1.2K2026-10-29
Sunrise Financial Services, LLC
UNCHANGED46246200%$25.9K$25.0K-$9522026-10-21
DiNuzzo Private Wealth, Inc.
UNCHANGED45645600%$25.6K$24.7K-$9392026-10-16
Grove Bank & Trust
UNCHANGED44044000%$24.7K$23.8K-$9062026-10-08
Balance Wealth Partners LLC
NEW353—+353——$19.1K—2026-10-27
Independence Bank of Kentucky
UNCHANGED35035000%$19.7K$18.9K-$7212026-10-26
Phillip James Consulting Co.
UNCHANGED33033000%$18.5K$17.9K-$6802026-11-03
Decker Retirement Planning Inc.
UNCHANGED30230200%$17.0K$16.3K-$6222026-10-19
Silver Grove Financial Group, Inc.
UNCHANGED30030000%$16.8K$16.2K-$6182026-11-05
Sarver Vrooman Wealth Advisors
UNCHANGED28028000%$15.9K$15.1K-$7992026-10-01
Tsfg, LLC
DECREASED2641,274-1,010-79%$72.0K$14-$72.0K2026-10-23
POM Investment Strategies, LLC
UNCHANGED24224200%$13.6K$13.1K-$4992026-10-20
Prudent Man Investment Management, Inc.
NEW240—+240——$13.0K—2026-11-03
Mainstream Capital Management LLC
NEW240—+240——$13.0K—2026-10-23
Downshift Financial, LLC
NEW223—+223——$12.1K—2026-10-13
Ares Financial Consulting, LLC
INCREASED201200+1+1%$11.3K$10.9K-$3572026-10-19
Hazlett, Burt & Watson, Inc.
UNCHANGED20020000%$11$11$02026-11-04
Holos Integrated Wealth LLC
UNCHANGED20020000%$11.5K$11.4K-$1442026-10-23
Wolff Wiese Magana LLC
UNCHANGED20020000%$11.2K$10.8K-$4122026-10-15
Comprehensive Financial Planning, Inc.
UNCHANGED20020000%$11.2K$10.8K-$4122026-10-27
Bernzott Capital Advisors
NEW190—+190——$10.3K—2026-10-29
Mascoma Wealth Management LLC
UNCHANGED18818800%$10.6K$10.2K-$3872026-10-23
MH & Associates Securities Management Corp
UNCHANGED17517500%$9.8K$9.5K-$3402026-10-30
Bokf, NA
UNCHANGED14014000%$7.9K$7.6K-$2882026-10-27
Smallwood Wealth Investment Management, LLC
UNCHANGED10210200%$5.7K$5.5K-$2102026-10-30
Main Street Group, LTD
UNCHANGED10010000%$5.6K$5.4K-$2062026-10-28
West Branch Capital LLC
UNCHANGED10010000%$5.6K$5.4K-$2062026-10-20
Signature Equity Partners, LLC
INCREASED9695+1+1%$5.4K$5.2K-$1702026-10-29
EverSource Wealth Advisors, LLC
UNCHANGED838300%$4.7K$4.5K-$1482026-11-04
Peterson Wealth Services
UNCHANGED808000%$4.5K$4.3K-$1652026-10-26
Nvwm, LLC
DECREASED7576-1-1%$4.3K$4.1K-$2102026-10-14
Elevated Capital Advisors, LLC
UNCHANGED727200%$4.0K$3.9K-$1492026-11-04
Cape Investment Advisory, Inc.
UNCHANGED646400%$3.6K$3.5K-$1322026-10-13
Kozak & Associates, Inc.
DECREASED6313,380-13,317-100%$757.7K$3.7K-$754.1K2026-10-29
William Mack & Associates, Inc.
NEW38—+38——$2.0K—2026-10-27
Strengthening Families & Communities, LLC
UNCHANGED343400%$1.9K$1.9K-$612026-10-21
Quest 10 Wealth Builders, Inc.
UNCHANGED262600%$1.5K$1.4K-$532026-11-02
Centerpoint Advisors, LLC
UNCHANGED2200%$0$0$02026-11-05
Carmel Capital Partners, LLC
CLOSED0234,338-234,338-100%$13.2M$0-$13.2M2026-11-03
Y-Intercept (Hong Kong) Ltd
CLOSED047,898-47,898-100%$2.7M$0-$2.7M2026-10-16
Sanchez Wealth Management Group
CLOSED027,000-27,000-100%$1.5M$0-$1.5M2026-11-02
Barclays PLC
CLOSED014,132-14,132-100%$793.7K$0-$793.7K2026-11-06
Galvin, Gaustad & Stein, LLC
CLOSED011,862-11,862-100%$666.2K$0-$666.2K2026-10-08
Pacific Excel Wealth Advisors, Inc.
CLOSED06,608-6,608-100%$371.1K$0-$371.1K2026-10-27
Weaver Consulting Group
CLOSED05,968-5,968-100%$335.2K$0-$335.2K2026-10-07
Goelzer Investment Management, Inc.
CLOSED05,744-5,744-100%$322.6K$0-$322.6K2026-10-16
Renasant Bank
CLOSED05,545-5,545-100%$311.4K$0-$311.4K2026-11-05
Sherman Wealth Management LLC
CLOSED04,866-4,866-100%$273.3K$0-$273.3K2026-10-16
Tounjian Advisory Partners, LLC
CLOSED04,372-4,372-100%$245.6K$0-$245.6K2026-11-04
Laurel Wealth Planning LLC
CLOSED04,136-4,136-100%$232.3K$0-$232.3K2026-11-02
Burns Matteson Capital Management, LLC
CLOSED03,656-3,656-100%$205.3K$0-$205.3K2026-10-16
Silverlake Wealth Management LLC
CLOSED03,587-3,587-100%$201.4K$0-$201.4K2026-10-21
Vermillion Wealth Management, Inc.
CLOSED01,758-1,758-100%$98.7K$0-$98.7K2026-10-26
Jnba Financial Advisors
CLOSED0965-965-100%$54.2K$0-$54.2K2026-11-03
Clean Yield Group
CLOSED0934-934-100%$52.5K$0-$52.5K2026-10-28
Obsidian CIO, LLC
CLOSED0902-902-100%$50.7K$0-$50.7K2026-11-05
NBT Bank, N.A.
CLOSED0368-368-100%$20.7K$0-$20.7K2026-10-21
Salem Investment Counselors Inc
CLOSED0278-278-100%$15.6K$0-$15.6K2026-10-13
Atlatl Advisers LLC
CLOSED0192-192-100%$10.8K$0-$10.8K2026-10-22
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0134-134-100%$7.5K$0-$7.5K2026-10-14
Washington Trust Advisors, Inc.
CLOSED0110-110-100%$6.2K$0-$6.2K2026-10-22
Brooklyn FI, LLC
CLOSED022-22-100%$1.2K$0-$1.2K2026-11-05
LifeSteps Financial, Inc.
CLOSED020-20-100%$1.1K$0-$1.1K2026-10-15
Morgan Stanley
N/A—17,431,749-17,431,749-100%$979.0M———
Bank of America Corp
N/A—8,294,297-8,294,297-100%$465.8M———
LPL Financial LLC
N/A—6,015,760-6,015,760-100%$337.8M———
Wells Fargo & Company
N/A—3,644,043-3,644,043-100%$204.6M———
Raymond James Financial Inc
N/A—3,485,961-3,485,961-100%$195.8M———
Cresset Asset Management, LLC
N/A—3,466,743-3,466,743-100%$194.7M———
UBS Group AG
N/A—3,460,672-3,460,672-100%$194.4M———
Royal Bank of Canada
N/A—2,860,540-2,860,540-100%$160.7M———
Cetera Investment Advisers
N/A—1,087,255-1,087,255-100%$61.1M———
Wealthspire Advisors, LLC
N/A—1,005,012-1,005,012-100%$56.4M———
Osaic Holdings, Inc.
N/A—879,959-879,959-100%$49.4M———
Ameriprise Financial Inc
N/A—876,582-876,582-100%$49.3M———
Janney Montgomery Scott LLC
N/A—819,429-819,429-100%$46.0M———
IAM Advisory, LLC
N/A—775,768-775,768-100%$43.6M———
Baird Financial Group, Inc.
N/A—725,687-725,687-100%$40.8M———
Rockefeller Capital Management L.P.
N/A—720,957-720,957-100%$40.5M———
IFG Advisory, LLC
N/A—602,176-602,176-100%$33.8M———
Jones Financial Companies Lllp
N/A—548,759-548,759-100%$30.9M———
Stifel Financial Corp
N/A—496,513-496,513-100%$27.9M———
HighTower Advisors, LLC
N/A—485,576-485,576-100%$27.3M———
Neuberger Berman Group LLC
N/A—477,829-477,829-100%$26.8M———
Glen Eagle Advisors, LLC
N/A—471,370-471,370-100%$26.5M———
Envestnet Asset Management Inc
N/A—456,871-456,871-100%$25.7M———
Goldman Sachs Group Inc
N/A—455,517-455,517-100%$25.6M———
Tidal Investments LLC
N/A—394,025-394,025-100%$22.1M———
AQR Capital Management LLC
N/A—367,221-367,221-100%$20.6M———
BNP Paribas Financial Markets
N/A—350,000-350,000-100%$19.7M———
Cape COD Five Cents Savings Bank
N/A—349,423-349,423-100%$19.6M———
&partners
N/A—339,120-339,120-100%$19.0M———
Waverly Advisors, LLC
N/A—327,137-327,137-100%$18.4M———
McElhenny Sheffield Capital Management, LLC
N/A—321,247-321,247-100%$18.0M———
Vestmark Advisory Solutions, Inc.
N/A—315,938-315,938-100%$17.7M———
Smith, Moore & Co.
N/A—308,626-308,626-100%$17.3M———
NewEdge Advisors, LLC
N/A—296,162-296,162-100%$16.6M———
Hantz Financial Services, Inc.
N/A—292,620-292,620-100%$16.4M———
Equitable Holdings, Inc.
N/A—292,102-292,102-100%$16.4M———
Sanctuary Advisors, LLC
N/A—290,504-290,504-100%$16.3M———
Valtrion Capital Management, LLC
N/A—273,267-273,267-100%$15.3M———
Cerity Partners LLC
N/A—252,030-252,030-100%$14.2M———
Northwestern Mutual Wealth Management Co
N/A—242,674-242,674-100%$13.6M———
Private Advisor Group, LLC
N/A—231,475-231,475-100%$13.0M———
United Capital Financial Advisors, LLC
N/A—231,005-231,005-100%$13.0M———
Essex Financial Services, Inc.
N/A—223,444-223,444-100%$12.5M———
Jump Financial, LLC
N/A—198,298-198,298-100%$11.1M———
Focus Partners Wealth
N/A—191,913-191,913-100%$10.8M———
Prasad Wealth Partners, LLC
N/A—186,184-186,184-100%$10.5M———
Blair William & Co
N/A—181,990-181,990-100%$10.2M———
Galilei Investment Office LLP
N/A—175,902-175,902-100%$9.9M———
MML Investors Services, LLC
N/A—174,185-174,185-100%$9.8M———
JPMorgan Chase & Co
N/A—171,268-171,268-100%$9.7M———
Summit Financial, LLC
N/A—158,376-158,376-100%$8.9M———
Allred Capital Management, LLC
N/A—153,719-153,719-100%$8.6M———
BFC Planning, Inc.
N/A—149,521-149,521-100%$8.4M———
Tradition Wealth Management, LLC
N/A—137,951-137,951-100%$7.7M———
Transcend Capital Advisors, LLC
N/A—137,532-137,532-100%$7.7M———
Mariner, LLC
N/A—135,169-135,169-100%$7.6M———
Mercer Global Advisors Inc
N/A—132,763-132,763-100%$7.5M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—130,259-130,259-100%$7.3M———
Mrwm Advisors, LLC
N/A—123,631-123,631-100%$6.9M———
O'rourke & Company, Inc
N/A—121,402-121,402-100%$6.8M———
Viawealth, LLC
N/A—118,800-118,800-100%$6.7M———
FMR LLC
N/A—118,733-118,733-100%$6.7M———
MAI Capital Management
N/A—106,571-106,571-100%$6.0M———
Private Capital Management, LLC
N/A—97,237-97,237-100%$5.5M———
Global Retirement Partners, LLC
N/A—95,780-95,780-100%$5.4M———
Cozad Asset Management Inc
N/A—94,472-94,472-100%$5.3M———
WealthShield Partners, LLC
N/A—90,749-90,749-100%$5.1M———
Benjamin Edwards Inc
N/A—88,177-88,177-100%$5.0M———
Kovack Advisors, Inc.
N/A—86,314-86,314-100%$4.9M———
GTS Securities LLC
N/A—82,034-82,034-100%$4.6M———
Steward Partners Investment Advisory, LLC
N/A—81,271-81,271-100%$4.6M———
Captrust Financial Advisors
N/A—78,368-78,368-100%$4.4M———
Icici Prudential Asset Management Co Ltd
N/A—77,002-77,002-100%$4.3M———
Stratos Wealth Partners, Ltd.
N/A—73,788-73,788-100%$4.1M———
Ameriflex Group, Inc.
N/A—73,539-73,539-100%$4.1M———
Marble Wealth, LLC
N/A—72,301-72,301-100%$4.1M———
Ausdal Financial Partners, Inc.
N/A—68,110-68,110-100%$3.8M———
Chokshi & Queen Wealth Advisors, Inc
N/A—67,332-67,332-100%$3.8M———
Goldstone Financial Group, LLC
N/A—65,897-65,897-100%$3.7M———
Pathstone Holdings, LLC
N/A—65,720-65,720-100%$3.7M———
N.E.W. Advisory Services LLC
N/A—62,381-62,381-100%$3.5M———
World Investment Advisors
N/A—61,755-61,755-100%$6.5M———
Mutual Advisors, LLC
N/A—61,716-61,716-100%$3.5M———
Avant Capital LLC
N/A—61,541-61,541-100%$3.5M———
Cornerstone Advisors Asset Management, LLC
N/A—59,750-59,750-100%$3.4M———
PFG Investments, LLC
N/A—58,990-58,990-100%$3.3M———
Pring Turner Capital Group Inc
N/A—58,919-58,919-100%$3.4M———
Great Valley Advisor Group, Inc.
N/A—56,707-56,707-100%$3.2M———
Three Cord True Wealth Management, LLC
N/A—55,720-55,720-100%$3.1M———
Moors & Cabot, Inc.
N/A—55,005-55,005-100%$3.1M———
IHT Wealth Management, LLC
N/A—54,393-54,393-100%$3.1M———
Advisory Services Network, LLC
N/A—54,188-54,188-100%$3.0M———
Jackson, Grant Investment Advisers, Inc.
N/A—53,925-53,925-100%$3.0M———
Harbour Investments, Inc.
N/A—53,055-53,055-100%$3.0M———
HighPoint Advisor Group LLC
N/A—49,614-49,614-100%$2.8M———
One Capital Management, LLC
N/A—48,856-48,856-100%$5.2M———
Royal Capital Wealth Management, LLC
N/A—48,372-48,372-100%$2.7M———
Quantinno Capital Management LP
N/A—47,287-47,287-100%$2.7M———
Continuum Advisory, LLC
N/A—45,952-45,952-100%$2.6M———
WMS Group LLC
N/A—45,478-45,478-100%$2.6M———
Oxinas Partners, LLC
N/A—44,343-44,343-100%$2.5M———
Pinnacle Financial Partners, Inc.
N/A—44,200-44,200-100%$2.5M———
Thoroughbred Financial Services, LLC
N/A—43,831-43,831-100%$2.5M———
Beacon Pointe Advisors, LLC
N/A—42,306-42,306-100%$2.4M———
Susquehanna International Group, LLP
N/A—42,148-42,148-100%$2.4M———
CIBC Bancorp USA Inc.
N/A—41,313-41,313-100%$2.3M———
Alta Wealth Advisors LLC
N/A—41,148-41,148-100%$2.3M———
Kirtland Hills Capital Management, LLC
N/A—40,733-40,733-100%$2.3M———
Renaissance Technologies LLC
N/A—40,300-40,300-100%$2.3M———
Integrated Wealth Concepts LLC
N/A—39,412-39,412-100%$2.2M———
Jupiter Wealth Management LLC
N/A—38,890-38,890-100%$2.2M———
Navis Wealth Advisors, LLC
N/A—38,781-38,781-100%$2.2M———
Ameritas Advisory Services, LLC
N/A—37,229-37,229-100%$2.1M———
Sound View Wealth Advisors Group, LLC
N/A—36,903-36,903-100%$2.1M———
First Commonwealth Financial Corp
N/A—36,712-36,712-100%$2.1M———
Gotham Asset Management, LLC
N/A—36,500-36,500-100%$2.0M———
Cambria Investment Management, L.P.
N/A—36,116-36,116-100%$2.0M———
Empowered Funds, LLC
N/A—36,116-36,116-100%$2.0M———
Investor's Fiduciary Advisor Network, LLC
N/A—36,012-36,012-100%$2.0M———
Marex Group Ltd
N/A—34,948-34,948-100%$2.0M———
Geneos Wealth Management Inc.
N/A—34,912-34,912-100%$2.0M———
Moneta Group Investment Advisors LLC
N/A—34,666-34,666-100%$1.9M———
BlackRock, Inc.
N/A—34,662-34,662-100%$1.9M———
Gladstone Institutional Advisory LLC
N/A—34,198-34,198-100%$1.9M———
Flow Traders U.S. LLC
N/A—34,093-34,093-100%$1.9M———
Anchor Investment Management, LLC
N/A—31,899-31,899-100%$1.8M———
Donaldson Capital Management, LLC
N/A—31,145-31,145-100%$1.7M———
Valmark Advisers, Inc.
N/A—30,708-30,708-100%$1.7M———
PlanVest Financial, Inc
N/A—30,656-30,656-100%$1.7M———
Sequent Asset Management, LLC
N/A—30,560-30,560-100%$1.7M———
Bank of Montreal
N/A—30,338-30,338-100%$1.7M———
EP Wealth Advisors, LLC
N/A—29,735-29,735-100%$1.7M———
Snowden Capital Advisors LLC
N/A—29,323-29,323-100%$1.6M———
Jane Street Group, LLC
N/A—29,070-29,070-100%$1.6M———
SlateStone Wealth, LLC
N/A—28,965-28,965-100%$1.6M———
Spirepoint Private Client, LLC
N/A—28,876-28,876-100%$1.6M———
Colonial Trust Co / SC
N/A—28,642-28,642-100%$1.6M———
Arax Advisory Partners
N/A—28,636-28,636-100%$1.6M———
Tulsa Wealth Advisors, Inc
N/A—28,043-28,043-100%$1.6M———
Petix & Botte Co
N/A—28,019-28,019-100%$1.6M———
Scotia Capital Inc.
N/A—27,907-27,907-100%$1.6M———
Wexford Capital LP
N/A—27,850-27,850-100%$1.6M———
Channel Wealth LLC
N/A—24,419-24,419-100%$1.4M———
O'shaughnessy Asset Management, LLC
N/A—24,295-24,295-100%$1.4M———
F/m Investments LLC
N/A—24,200-24,200-100%$1.4M———
BBR Partners, LLC
N/A—23,350-23,350-100%$1.3M———
Ethos Financial Group, LLC
N/A—22,611-22,611-100%$1.3M———
Fortress Private Ledger, LLC
N/A—22,131-22,131-100%$1.2M———
Harvest Investment Services, LLC
N/A—21,696-21,696-100%$1.2M———
Nuveen, LLC
N/A—20,252-20,252-100%$1.1M———
Park Place Capital Corp
N/A—20,185-20,185-100%$1.1M———
Boston Partners
N/A—20,000-20,000-100%$1.1M———
Walsh & Associates, LLC
N/A—19,678-19,678-100%$1.1M———
Bienville Capital Management, LLC
N/A—19,644-19,644-100%$1.1M———
Stephens Inc
N/A—19,509-19,509-100%$1.1M———
Natixis Advisors, LLC
N/A—18,931-18,931-100%$1.1M———
Curi Capital, LLC
N/A—18,713-18,713-100%$1.1M———
Lionhunter Capital Management, LLC
N/A—18,456-18,456-100%$1.0M———
Arkadios Wealth Advisors
N/A—17,960-17,960-100%$1.0M———
Tower Research Capital LLC (TRC)
N/A—17,857-17,857-100%$1.0M———
Mission Creek Capital Partners, Inc.
N/A—17,833-17,833-100%$1.0M———
Bluespring Wealth Management, LLC
N/A—17,414-17,414-100%$978.0K———
Whittier Trust Co
N/A—17,020-17,020-100%$975.1K———
Tudor Investment Corp ET AL
N/A—16,302-16,302-100%$915.5K———
Element Wealth, LLC
N/A—16,225-16,225-100%$911.2K———
Cornerstone Advisory, LLC
N/A—16,054-16,054-100%$901.6K———
Cofg Advisors, LLC
N/A—15,744-15,744-100%$884.2K———
National Bank of Canada
N/A—15,740-15,740-100%$883.6K———
Paladin Advisory Group, LLC
N/A—15,574-15,574-100%$874.6K———
NewEdge Wealth, LLC
N/A—15,376-15,376-100%$863.5K———
Bessemer Group Inc
N/A—14,926-14,926-100%$838.0K———
Insigneo Advisory Services, LLC
N/A—14,786-14,786-100%$830.4K———
Perennial Investment Advisors, LLC
N/A—14,597-14,597-100%$819.8K———
Ballentine Partners, LLC
N/A—14,490-14,490-100%$813.8K———
M3 Advisory Group, LLC
N/A—14,233-14,233-100%$799.3K———
Cvfg LLC
N/A—13,681-13,681-100%$768.3K———
FAS Wealth Partners, Inc.
N/A—13,577-13,577-100%$762.5K———
Fiduciary Financial Advisors
N/A—13,554-13,554-100%$761.1K———
Lowe Brockenbrough & Co Inc
N/A—13,502-13,502-100%$758.3K———
Bravias Capital Group, LLC
N/A—13,233-13,233-100%$743.2K———
Kickstand Ventures, Llc.
N/A—13,090-13,090-100%$735.1K———
CIBC World Market Inc.
N/A—13,062-13,062-100%$733.6K———
RWA Wealth Partners, LLC
N/A—12,934-12,934-100%$726.4K———
Bleakley Financial Group, LLC
N/A—12,589-12,589-100%$707.0K———
Pinnacle Holdings, LLC
N/A—12,577-12,577-100%$706.3K———
Regal Investment Advisors LLC
N/A—12,145-12,145-100%$682.0K———
Spreng Capital Management, Inc.
N/A—12,113-12,113-100%$680.3K———
Cary Street Partners Financial LLC
N/A—11,848-11,848-100%$665.4K———
Octavia Wealth Advisors, LLC
N/A—11,606-11,606-100%$651.8K———
Keystone Financial Group
N/A—11,551-11,551-100%$648.7K———
Orion Porfolio Solutions, LLC
N/A—11,508-11,508-100%$646.3K———
National Philanthropic Trust
N/A—11,461-11,461-100%$643.7K———
Pine Harbor Wealth Management, LLC
N/A—11,455-11,455-100%$643.3K———
Principal Securities, Inc.
N/A—11,410-11,410-100%$640.8K———
XTX Topco Ltd
N/A—11,348-11,348-100%$637.3K———
Capital Analysts, LLC
N/A—11,274-11,274-100%$634.0K———
J. M. Brown & Associates Inc.
N/A—11,243-11,243-100%$631.4K———
1ST Source Bank
N/A—11,240-11,240-100%$631.2K———
Vines Capital Management, LLC
N/A—11,240-11,240-100%$631.2K———
WCG Wealth Advisors LLC
N/A—11,139-11,139-100%$625.6K———
Kingsview Wealth Management, LLC
N/A—11,093-11,093-100%$623.0K———
Azimuth Capital Investment Management LLC
N/A—11,049-11,049-100%$620.5K———
Aptus Capital Advisors, LLC
N/A—10,836-10,836-100%$608.6K———
Keating Financial Advisory Services, Inc.
N/A—10,729-10,729-100%$602.5K———
Lifeworks Advisors, LLC
N/A—10,699-10,699-100%$600.9K———
Fiduciary Trust Co
N/A—10,664-10,664-100%$598.9K———
Concord Investment Counsel Inc.
N/A—10,464-10,464-100%$587.7K———
OneDigital Investment Advisors LLC
N/A—10,449-10,449-100%$586.8K———
Federation des caisses Desjardins du Quebec
N/A—10,404-10,404-100%$584.3K———
SouthState Bank Corp
N/A—10,370-10,370-100%$582.4K———
Graney & King, LLC
N/A—10,245-10,245-100%$575.3K———
Citadel Advisors LLC
N/A—10,174-10,174-100%$571.4K———
Hyundai Investments Co., Ltd.
N/A—10,095-10,095-100%$568.9K———
Eldridge Investment Advisors, Inc.
N/A—10,063-10,063-100%$565.1K———
Wealthfront Advisers LLC
N/A—9,948-9,948-100%$558.7K———
Sykon Capital LLC
N/A—9,894-9,894-100%$555.7K———
Fortis Capital Management LLC
N/A—9,830-9,830-100%$552.1K———
Foundations Investment Advisors, LLC
N/A—9,757-9,757-100%$547.9K———
Northern Trust Corp
N/A—9,019-9,019-100%$506.5K———
Denver Wealth Management, Inc.
N/A—9,001-9,001-100%$505.5K———
LaSalle St. Investment Advisors, LLC
N/A—8,800-8,800-100%$494.2K———
Astoria Portfolio Advisors Llc.
N/A—8,749-8,749-100%$491.3K———
Pine Valley Investments Ltd Liability Co
N/A—8,591-8,591-100%$482.4K———
Modern Wealth Management, LLC
N/A—8,558-8,558-100%$480.6K———
Freestone Capital Holdings, LLC
N/A—8,289-8,289-100%$465.6K———
Forum Finance Group S.A.
N/A—8,250-8,250-100%$374———
Brown Advisory Inc
N/A—8,214-8,214-100%$461.3K———
Sovereign Financial Group, Inc.
N/A—8,213-8,213-100%$461.2K———
Centennial Bank
N/A—8,100-8,100-100%$454.9K———
Lansing Street Advisors
N/A—8,078-8,078-100%$453.7K———
Gateway Wealth Partners, LLC
N/A—8,013-8,013-100%$450.0K———
Wealth Alliance, LLC
N/A—7,921-7,921-100%$444.9K———
Investment Advisory Group, LLC
N/A—7,859-7,859-100%$441.4K———
BTS Asset Management, Inc.
N/A—7,807-7,807-100%$438.4K———
Novak & Powell Financial Services, Inc.
N/A—7,801-7,801-100%$438.1K———
Keystone Financial Services, LLC
N/A—7,746-7,746-100%$435.0K———
QRG Capital Management, Inc.
N/A—7,641-7,641-100%$429.1K———
SageView Advisory Group, LLC
N/A—7,545-7,545-100%$423.7K———
Tocqueville Asset Management L.P.
N/A—7,480-7,480-100%$420.1K———
Silvercrest Asset Management Group LLC
N/A—7,468-7,468-100%$419.4K———
SHP Wealth Management
N/A—7,451-7,451-100%$418.5K———
Western Wealth Management, LLC
N/A—7,446-7,446-100%$418.1K———
RB Capital Management, LLC
N/A—7,193-7,193-100%$404.0K———
Bellars Harris Wealth Management, LLC
N/A—7,176-7,176-100%$403.0K———
Chilton Investment Co Inc.
N/A—7,100-7,100-100%$398.7K———
FourThought Financial Partners, LLC
N/A—7,000-7,000-100%$393.1K———
Vanguard National Trust Co
N/A—6,996-6,996-100%$392.9K———
Focus Partners Advisor Solutions, LLC
N/A—6,940-6,940-100%$389.8K———
Thompson David Blair
N/A—6,887-6,887-100%$386.8K———
Hilltop Holdings Inc.
N/A—6,796-6,796-100%$381.6K———
Advisory Alpha, LLC
N/A—6,767-6,767-100%$380.1K———
Portland Global Advisors LLC
N/A—6,723-6,723-100%$377.5K———
Vident Advisory, LLC
N/A—6,550-6,550-100%$367.8K———
Waterloo Capital, L.P.
N/A—6,516-6,516-100%$366.0K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—6,466-6,466-100%$363.1K———
Strait & Sound Wealth Management LLC
N/A—6,440-6,440-100%$361.7K———
B & T Capital Management DBA Alpha Capital Management
N/A—6,400-6,400-100%$359.4K———
AFT, Forsyth & Company, Inc.
N/A—6,356-6,356-100%$357.0K———
First American Trust, FSB
N/A—6,320-6,320-100%$354.9K———
Coastal Bridge Advisors, LLC
N/A—6,314-6,314-100%$354.6K———
Darwin Wealth Management, LLC
N/A—6,063-6,063-100%$340.5K———
ProVise Management Group, LLC
N/A—6,032-6,032-100%$338.8K———
HBK Sorce Advisory LLC
N/A—5,752-5,752-100%$335.4K———
Kapstone Financial Advisors LLC
N/A—5,738-5,738-100%$322.2K———
Kintra Wealth, LLC
N/A—5,606-5,606-100%$328.1K———
Flputnam Investment Management Co
N/A—5,600-5,600-100%$314.5K———
Savvy Advisors, Inc.
N/A—5,585-5,585-100%$313.7K———
Napier Financial, LLC
N/A—5,551-5,551-100%$311.7K———
Betterment LLC
N/A—5,358-5,358-100%$301.0K———
Plotkin Financial Advisors, LLC
N/A—5,278-5,278-100%$296.4K———
AE Wealth Management LLC
N/A—5,273-5,273-100%$296.2K———
Ancora Advisors LLCA
N/A—5,250-5,250-100%$294.8K———
Valor Advisors LLC
N/A—5,190-5,190-100%$291.5K———
Pallas Capital Advisors LLC
N/A—5,134-5,134-100%$288.3K———
Belpointe Asset Management LLC
N/A—5,093-5,093-100%$286.0K———
Founders Financial Alliance, LLC
N/A—5,048-5,048-100%$283.5K———
Composition Wealth, LLC
N/A—4,949-4,949-100%$277.9K———
Loudon Investment Management, LLC
N/A—4,860-4,860-100%$272.9K———
Mayflower Financial Advisors, LLC
N/A—4,744-4,744-100%$266.4K———
Glenmede Trust Co NA
N/A—4,678-4,678-100%$262.7K———
Atlantic Family Wealth, LLC
N/A—4,644-4,644-100%$260.8K———
Gallagher Fiduciary Advisors, LLC
N/A—4,514-4,514-100%$253.5K———
Rodgers Brothers Inc.
N/A—4,512-4,512-100%$253.4K———
Advisory Research Inc
N/A—4,462-4,462-100%$250.6K———
Independent Advisor Alliance
N/A—4,423-4,423-100%$248.4K———
Allied Private Wealth LLC
N/A—4,364-4,364-100%$247.0K———
RiverFront Investment Group, LLC
N/A—4,346-4,346-100%$244.1K———
NWM Advisors, LLC
N/A—4,344-4,344-100%$244.0K———
WNY Asset Management, LLC
N/A—4,282-4,282-100%$240.5K———
GWN Securities Inc.
N/A—4,214-4,214-100%$236.7K———
MWA Asset Management
N/A—4,094-4,094-100%$229.9K———
Sandy Cove Advisors, LLC
N/A—4,074-4,074-100%$228.8K———
Alexander Labrunerie & Co., Inc.
N/A—4,069-4,069-100%$228.5K———
Bouchey Financial Group, Ltd.
N/A—4,060-4,060-100%$228.0K———
49 Wealth Management, LLC
N/A—3,999-3,999-100%$224.6K———
Alongside, LLC
N/A—3,999-3,999-100%$224.6K———
Envestnet Portfolio Solutions, Inc.
N/A—3,991-3,991-100%$224.1K———
Atlantic Union Bankshares Corp
N/A—3,967-3,967-100%$222.8K———
Klcm Advisors, Inc.
N/A—3,856-3,856-100%$216.6K———
Perissos Private Wealth Management, LLC
N/A—3,800-3,800-100%$213.4K———
Muirfield Wealth Advisors LLC
N/A—3,768-3,768-100%$211.6K———
Summit Trail Advisors, LLC
N/A—3,614-3,614-100%$203.0K———
Coastwise Capital Group, LLC
N/A—3,579-3,579-100%$201.0K———
Mark Sheptoff Financial Planning, LLC
N/A—3,337-3,337-100%$187.4K———
Brown Brothers Harriman & Co
N/A—3,170-3,170-100%$178.0K———
Crewe Advisors LLC
N/A—3,126-3,126-100%$175.6K———
Migdal Insurance & Financial Holdings Ltd.
N/A—3,092-3,092-100%$173.6K———
UBS Asset Management Americas LLC
N/A—3,030-3,030-100%$170.2K———
Rothschild Investment LLC
N/A—3,022-3,022-100%$169.7K———
Caldwell Sutter Capital, Inc.
N/A—2,930-2,930-100%$164.5K———
Dunhill Financial, LLC
N/A—2,824-2,824-100%$158.6K———
Strategic Wealth Partners, Ltd.
N/A—2,822-2,822-100%$158.5K———
Rowlandmiller & Partners.adv
N/A—2,622-2,622-100%$147.3K———
Liberty One Investment Management, LLC
N/A—2,487-2,487-100%$139.7K———
Marshall Investment Management, LLC
N/A—2,453-2,453-100%$137.8K———
Smartleaf Asset Management LLC
N/A—2,408-2,408-100%$135.7K———
Regatta Research & Money Management
N/A—2,397-2,397-100%$134.6K———
Ritter Daniher Financial Advisory LLC / de
N/A—2,148-2,148-100%$120.6K———
Quent Capital, LLC
N/A—2,082-2,082-100%$116.9K———
Westfuller Advisors, LLC
N/A—2,051-2,051-100%$115.2K———
Banque Cantonale Vaudoise
N/A—2,010-2,010-100%$113.0K———
Colonial Trust Advisors
N/A—1,950-1,950-100%$109.5K———
Huntington National Bank
N/A—1,776-1,776-100%$99.7K———
Vanguard Advisers Inc
N/A—1,745-1,745-100%$98.0K———
Godfrey Financial Associates, Inc.
N/A—1,364-1,364-100%$76.6K———
Twin Lakes Capital Management, LLC
N/A—1,233-1,233-100%$69.3K———
Swisher Financial Concepts, Inc.
N/A—1,208-1,208-100%$67.8K———
UMB Bank, n.a.
N/A—960-960-100%$53.9K———
Franklin Resources Inc
N/A—920-920-100%$51.7K———
Aventura Private Wealth, LLC
N/A—896-896-100%$50.3K———
Beaird Harris Wealth Management, LLC
N/A—854-854-100%$48.0K———
Operose Advisors LLC
N/A—744-744-100%$41.8K———
Cheviot Value Management, LLC
N/A—716-716-100%$40.2K———
Copia Wealth Management
N/A—410-410-100%$23.0K———
HHM Wealth Advisors, LLC
N/A—400-400-100%$22.5K———
Basecamp Wealth Advisors LLC
N/A—394-394-100%$22.1K———
MidFirst Bank
N/A—362-362-100%$20.3K———
Johnson Financial Group, Inc.
N/A—328-328-100%$18.4K———
Silicon Valley Capital Partners
N/A—318-318-100%$17.9K———
ST Germain D J Co Inc
N/A—312-312-100%$17.5K———
TD Capital Management LLC
N/A—312-312-100%$17.5K———
Institute for Wealth Management, Llc.
N/A—244-244-100%$13.7K———
Benson Wealth Management Inc
N/A—244-244-100%$13.7K———
Bartlett & Co. Wealth Management LLC
N/A—220-220-100%$12.4K———
Truvestments Capital LLC
N/A—216-216-100%$12.2K———
Mcguire Capital Advisors Inc
N/A—210-210-100%$11.8K———
Tidemark, LLC
N/A—207-207-100%$11.6K———
Nova Wealth Management, Inc.
N/A—200-200-100%$11.2K———
Harborfront Financial Group LLC
N/A—198-198-100%$11.1K———
Kerr Financial Planning Corp
N/A—174-174-100%$9.8K———
Vision Retirement, LLC
N/A—64-64-100%$3.6K———
Cbiz Investment Advisory Services, LLC
N/A—64-64-100%$6.8K———
Deutsche Bank Ag\
N/A—40-40-100%$2.2K———
Horizon Investments, LLC
N/A—22-22-100%$1.2K———
Showing 873 of 873 institutions