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Roundhill Memory ETF (DRAM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Harel Insurance Investments & Financial Services Ltd.
NEW
Shares2,938,351
Change+2,938,351
Value$177.4K
Filed 2026-11-02
Imc-Chicago, LLC
INCREASED
Shares1,017,960 from 282,952
Change+735,008 (+260%)
Value$61.4M (+$40.5M)
Filed 2026-11-05
Mishpacha Holdings Corp
INCREASED
Shares931,678 from 423,972
Change+507,706 (+120%)
Value$56.2M (+$24.9M)
Filed 2026-10-16
Simplex Trading, LLC
INCREASED
Shares846,867 from 625,556
Change+221,311 (+35%)
Value$51.1M (+$4.9M)
Filed 2026-11-04
Belvedere Trading LLC
INCREASED
Shares529,604 from 338,013
Change+191,591 (+57%)
Value$32.0M (+$7.0M)
Filed 2026-11-05
Linden Rose Investment LLC
INCREASED
Shares522,322 from 521,570
Change+752 (+0%)
Value$31.5M (-$7.0M)
Filed 2026-11-03
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares438,060 from 89,392
Change+348,668 (+390%)
Value$26.4M (+$19.8M)
Filed 2026-11-03
Y.D. More Investments Ltd
NEW
Shares384,021
Change+384,021
Value$23.2M
Filed 2026-11-02
Oak Grove Capital LLC
INCREASED
Shares335,950 from 253,900
Change+82,050 (+32%)
Value$20.3M (+$1.5M)
Filed 2026-10-09
Parametrica Management Ltd
DECREASED
Shares304,821 from 426,000
Change-121,179 (-28%)
Value$18.4M (-$13.1M)
Filed 2026-10-27
CoreCap Advisors, LLC
NEW
Shares245,642
Change+245,642
Value$14.8M
Filed 2026-10-08
Spectrum Financial Alliance Ltd LLC
INCREASED
Shares241,689 from 237,940
Change+3,749 (+2%)
Value$14.6M (-$3.0M)
Filed 2026-10-29
Halter Ferguson Financial Inc.
INCREASED
Shares223,206 from 101,192
Change+122,014 (+121%)
Value$13.5M (+$6.0M)
Filed 2026-10-21
GW Henssler & Associates LTD
NEW
Shares202,991
Change+202,991
Value$12.3M
Filed 2026-10-26
Heck Capital Advisors, LLC
DECREASED
Shares200,996 from 201,407
Change-411 (0%)
Value$12.1M (-$2.7M)
Filed 2026-10-14
Commonwealth Equity Services, LLC
INCREASED
Shares193,839 from 114,988
Change+78,851 (+69%)
Value$11.7M (+$3.2M)
Filed 2026-11-02
SBI Securities Co., Ltd.
DECREASED
Shares176,774 from 197,105
Change-20,331 (-10%)
Value$10.7M (-$3.9M)
Filed 2026-10-22
Citigroup Inc
DECREASED
Shares152,793 from 298,795
Change-146,002 (-49%)
Value$9.2M (-$12.8M)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares116,408 from 62,226
Change+54,182 (+87%)
Value$7.0K (+$2.4K)
Filed 2026-11-02
StoneCrest Wealth Management, Inc.
INCREASED
Shares102,018 from 100,333
Change+1,685 (+2%)
Value$6.2M (-$1.3M)
Filed 2026-11-03
Activest Wealth Management
INCREASED
Shares101,716 from 98,294
Change+3,422 (+3%)
Value$6.1M (-$1.1M)
Filed 2026-10-15
Bank Julius Baer & Co. Ltd, Zurich
NEW
Shares98,000
Change+98,000
Value$5.9M
Filed 2026-10-29
Eddie Patel Inc
INCREASED
Shares93,278 from 60,329
Change+32,949 (+55%)
Value$5.6M (+$1.2M)
Filed 2026-11-02
Yarbrough Capital, LLC
NEW
Shares92,506
Change+92,506
Value$5.6M
Filed 2026-10-19
Financially Speaking Inc
NEW
Shares84,078
Change+84,078
Value$5.1M
Filed 2026-11-05
Maxi Investments CY Ltd
NEW
Shares84,000
Change+84,000
Value$5.1K
Filed 2026-10-26
NTV Asset Management LLC
NEW
Shares76,487
Change+76,487
Value$4.6M
Filed 2026-10-23
Arch Global Advisors, LLC
NEW
Shares74,281
Change+74,281
Value$4.5M
Filed 2026-10-23
Independent Financial Group, LLC
DECREASED
Shares74,214 from 86,185
Change-11,971 (-14%)
Value$4.5M (-$1.9M)
Filed 2026-10-13
Ayalon Insurance Comp Ltd.
INCREASED
Shares66,000 from 43,500
Change+22,500 (+52%)
Value$4.0K (+$772)
Filed 2026-10-08
Y-Intercept (Hong Kong) Ltd
NEW
Shares58,582
Change+58,582
Value$3.5M
Filed 2026-10-16
Nations Financial Group Inc,
DECREASED
Shares57,709 from 60,283
Change-2,574 (-4%)
Value$3.5M (-$968.6K)
Filed 2026-11-05
Prime Capital Investment Advisors, LLC
INCREASED
Shares57,308 from 26,674
Change+30,634 (+115%)
Value$3.5M (+$1.5M)
Filed 2026-10-20
Principle Wealth Partners LLC
DECREASED
Shares56,674 from 57,544
Change-870 (-2%)
Value$3.4M (-$828.7K)
Filed 2026-11-02
Udine Wealth Management, Inc.
NEW
Shares53,579
Change+53,579
Value$3.2M
Filed 2026-10-23
Verus Capital Partners, LLC
NEW
Shares51,700
Change+51,700
Value$3.1M
Filed 2026-11-03
Farther Finance Advisors, LLC
NEW
Shares47,697
Change+47,697
Value$2.9M
Filed 2026-10-08
Castle Rock Wealth Management, LLC
DECREASED
Shares46,513 from 54,828
Change-8,315 (-15%)
Value$2.8M (-$842.5K)
Filed 2026-10-09
Strengthening Families & Communities, LLC
INCREASED
Shares45,173 from 1,582
Change+43,591 (+2755%)
Value$2.7M (+$2.6M)
Filed 2026-10-21
Oppenheimer & Co Inc
DECREASED
Shares42,173 from 48,992
Change-6,819 (-14%)
Value$2.5M (-$1.1M)
Filed 2026-10-26
Rye Brook Capital LLC
NEW
Shares41,185
Change+41,185
Value$2.5K
Filed 2026-10-07
B. Riley Wealth Advisors, Inc.
DECREASED
Shares35,049 from 40,566
Change-5,517 (-14%)
Value$2.1M (-$802.8K)
Filed 2026-10-13
Herbst Group, LLC
NEW
Shares34,651
Change+34,651
Value$2.1M
Filed 2026-10-20
Vontobel Holding Ltd.
INCREASED
Shares32,968 from 17,571
Change+15,397 (+88%)
Value$2.0M (+$692.3K)
Filed 2026-10-16
TD Waterhouse Canada Inc.
INCREASED
Shares32,123 from 2,833
Change+29,290 (+1034%)
Value$2.0M (+$1.8M)
Filed 2026-10-16
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares31,567 from 106,680
Change-75,113 (-70%)
Value$1.9M (-$6.0M)
Filed 2026-10-29
Apollon Wealth Management, LLC
INCREASED
Shares31,545 from 16,034
Change+15,511 (+97%)
Value$1.9M (+$719.9K)
Filed 2026-10-23
Citizens Financial Group Inc
INCREASED
Shares30,740 from 5,986
Change+24,754 (+414%)
Value$1.9M (+$1.4M)
Filed 2026-10-23
Kingswood Wealth Advisors, LLC
DECREASED
Shares30,659 from 118,240
Change-87,581 (-74%)
Value$1.9M (-$6.9M)
Filed 2026-10-23
Quattro Financial Advisors LLC
NEW
Shares30,384
Change+30,384
Value$1.8M
Filed 2026-10-15
Deltec Asset Management LLC
INCREASED
Shares29,400 from 15,000
Change+14,400 (+96%)
Value$1.8M (+$666.8K)
Filed 2026-10-26
Meridian Wealth Management, LLC
DECREASED
Shares29,344 from 65,610
Change-36,266 (-55%)
Value$1.8M (-$3.1M)
Filed 2026-11-05
SteelPeak Wealth, LLC
INCREASED
Shares28,118 from 10,856
Change+17,262 (+159%)
Value$1.7M (+$895.5K)
Filed 2026-10-16
First International Bank of Israel Ltd.
NEW
Shares26,000
Change+26,000
Value$1.6M
Filed 2026-11-04
Visionary Wealth Advisors
INCREASED
Shares25,788 from 23,833
Change+1,955 (+8%)
Value$1.6M (-$203.5K)
Filed 2026-11-04
Wedbush Securities Inc
DECREASED
Shares24,319 from 25,839
Change-1,520 (-6%)
Value$1.5K (-$440)
Filed 2026-10-22
Nvwm, LLC
NEW
Shares24,068
Change+24,068
Value$1.5M
Filed 2026-10-14
Nfsg Corp
DECREASED
Shares23,191 from 73,335
Change-50,144 (-68%)
Value$1.4M (-$4.0M)
Filed 2026-10-15
Concurrent Investment Advisors, LLC
INCREASED
Shares22,629 from 20,849
Change+1,780 (+9%)
Value$1.4M (-$173.8K)
Filed 2026-10-16
HUB Investment Partners, LLC
INCREASED
Shares21,852 from 20,139
Change+1,713 (+9%)
Value$1.3M (-$168.3K)
Filed 2026-11-03
Birch Financial Group, LLC
INCREASED
Shares21,645 from 19,392
Change+2,253 (+12%)
Value$1.3M (-$125.6K)
Filed 2026-10-27
Petredis Investment Advisors LLC
INCREASED
Shares20,483 from 20,374
Change+109 (+1%)
Value$1.2M (-$268.3K)
Filed 2026-10-20
Brookstone Capital Management
INCREASED
Shares20,470 from 12,458
Change+8,012 (+64%)
Value$1.2M (+$315.5K)
Filed 2026-10-22
Sowell Financial Services LLC
NEW
Shares20,463
Change+20,463
Value$1.2M
Filed 2026-10-23
Noble Wealth Management PBC
NEW
Shares20,209
Change+20,209
Value$1.2M
Filed 2026-10-01
Q Fund Management (Hong Kong) Ltd
NEW
Shares20,000
Change+20,000
Value$1.2M
Filed 2026-10-14
Ellis Investment Partners, LLC
NEW
Shares19,710
Change+19,710
Value$1.2M
Filed 2026-10-21
MGO One Seven LLC
INCREASED
Shares19,506 from 18,806
Change+700 (+4%)
Value$1.2M (-$211.4K)
Filed 2026-10-28
Virginia Estate & Retirement Planning Advisors Inc.
NEW
Shares18,509
Change+18,509
Value$1.1M
Filed 2026-10-14
Sidoxia Capital Management, LLC
INCREASED
Shares17,436 from 12,381
Change+5,055 (+41%)
Value$1.1M (+$138.1K)
Filed 2026-10-28
Intesa Sanpaolo Wealth Management
NEW
Shares17,000
Change+17,000
Value$1.0M
Filed 2026-10-28
Box Hill Private Wealth LLC
NEW
Shares16,933
Change+16,933
Value$1.0M
Filed 2026-10-05
Diversify Wealth Management, LLC
NEW
Shares16,448
Change+16,448
Value$811.4K
Filed 2026-10-20
Diversify Advisory Services, LLC
NEW
Shares16,448
Change+16,448
Value$811.4K
Filed 2026-10-20
Sigma Planning Corp
INCREASED
Shares15,917 from 8,543
Change+7,374 (+86%)
Value$960.8K (+$329.9K)
Filed 2026-10-23
Investment House LLC
NEW
Shares15,000
Change+15,000
Value$905.4K
Filed 2026-10-21
Midwest Financial Group LLC
INCREASED
Shares14,500 from 10,275
Change+4,225 (+41%)
Value$875.2K (+$116.4K)
Filed 2026-10-15
PFG Advisors
INCREASED
Shares14,273 from 5,418
Change+8,855 (+163%)
Value$861.5K (+$461.4K)
Filed 2026-10-16
Victory Financial Group, LLC
NEW
Shares14,243
Change+14,243
Value$859.7K
Filed 2026-10-27
Lido Advisors, LLC
DECREASED
Shares14,040 from 14,719
Change-679 (-5%)
Value$847.5K (-$239.5K)
Filed 2026-11-04
SilverOak Wealth Management LLC
NEW
Shares13,731
Change+13,731
Value$828.8K
Filed 2026-10-29
Fulcrum Equity Management
DECREASED
Shares12,265 from 16,299
Change-4,034 (-25%)
Value$740.3K (-$463.4K)
Filed 2026-10-21
Integrated Advisors Network LLC
DECREASED
Shares12,225 from 12,633
Change-408 (-3%)
Value$737.9K (-$195.1K)
Filed 2026-10-20
FFG Partners, LLC
NEW
Shares12,215
Change+12,215
Value$737.3K
Filed 2026-10-15
Wealthcare Advisory Partners LLC
DECREASED
Shares12,160 from 12,980
Change-820 (-6%)
Value$734.0K (-$224.6K)
Filed 2026-10-21
Blue Jean Financial LLC
NEW
Shares11,990
Change+11,990
Value$723.7K
Filed 2026-10-20
Balboa Wealth Partners
INCREASED
Shares11,915 from 10,517
Change+1,398 (+13%)
Value$719.2K (-$57.5K)
Filed 2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares11,762 from 11,357
Change+405 (+4%)
Value$669.6K (-$46.3K)
Filed 2026-10-13
Titleist Asset Management, LLC
NEW
Shares11,722
Change+11,722
Value$707.5K
Filed 2026-10-08
Blueprint Investment Partners LLC
INCREASED
Shares11,364 from 10,419
Change+945 (+9%)
Value$685.9K (-$83.5K)
Filed 2026-10-28
Joseph P. Lucia & Associates, LLC
INCREASED
Shares11,313 from 5,741
Change+5,572 (+97%)
Value$682.9K (+$258.9K)
Filed 2026-10-30
GK Wealth Management LLC
NEW
Shares11,178
Change+11,178
Value$674.7K
Filed 2026-10-09
StoneX Group Inc.
DECREASED
Shares10,878 from 12,408
Change-1,530 (-12%)
Value$587.7K (-$328.6K)
Filed 2026-11-03
Truist Financial Corp
DECREASED
Shares10,870 from 13,063
Change-2,193 (-17%)
Value$656.1K (-$308.6K)
Filed 2026-10-30
Quantum Private Wealth, LLC
INCREASED
Shares10,682 from 9,911
Change+771 (+8%)
Value$644.8K (-$87.2K)
Filed 2026-10-20
Creative Planning
INCREASED
Shares10,642 from 9,793
Change+849 (+9%)
Value$642.4K (-$80.8K)
Filed 2026-11-02
Flagstar Securities, Inc
DECREASED
Shares10,230 from 16,902
Change-6,672 (-39%)
Value$617.5K (-$630.7K)
Filed 2026-10-15
Blueprint Financial Advisors LLC
NEW
Shares10,158
Change+10,158
Value$613.2K
Filed 2026-10-28
Ignite Planners, LLC
INCREASED
Shares9,727 from 7,208
Change+2,519 (+35%)
Value$587.1K (+$54.8K)
Filed 2026-10-14
Mission Wealth Management, LP
DECREASED
Shares9,687 from 18,899
Change-9,212 (-49%)
Value$584.7K (-$811.0K)
Filed 2026-10-15
Atria Investments, Inc
NEW
Shares9,287
Change+9,287
Value$560.6K
Filed 2026-10-15
SMH Capital Advisors Inc
NEW
Shares9,106
Change+9,106
Value$549.6K
Filed 2026-10-29
Strategic Blueprint, LLC
INCREASED
Shares9,030 from 8,490
Change+540 (+6%)
Value$545.1K (-$81.9K)
Filed 2026-10-22
Kestra Advisory Services, LLC
DECREASED
Shares8,920 from 9,418
Change-498 (-5%)
Value$538.4K (-$157.1K)
Filed 2026-11-02
International Assets Investment Management, LLC
INCREASED
Shares8,585 from 4,850
Change+3,735 (+77%)
Value$532.5K (+$213.1K)
Filed 2026-11-02
Bank of New York Mellon Corp
NEW
Shares8,176
Change+8,176
Value$493.5K
Filed 2026-11-05
Almanack Investment Partners, Llc.
DECREASED
Shares8,130 from 116,459
Change-108,329 (-93%)
Value$490.7K (-$8.1M)
Filed 2026-11-03
Magnus Financial Group LLC
INCREASED
Shares7,800 from 6,725
Change+1,075 (+16%)
Value$470.8K (-$25.8K)
Filed 2026-10-21
Revisor Wealth Management LLC
NEW
Shares7,682
Change+7,682
Value$409.9K
Filed 2026-10-20
Three Magnolias Financial Advisors, LLC
INCREASED
Shares7,530 from 4,700
Change+2,830 (+60%)
Value$454.5K (+$107.4K)
Filed 2026-10-14
HBW Advisory Services LLC
INCREASED
Shares7,437 from 4,035
Change+3,402 (+84%)
Value$448.9K (+$150.9K)
Filed 2026-10-15
Dynamic Advisor Solutions LLC
DECREASED
Shares6,800 from 6,954
Change-154 (-2%)
Value$410.5K (-$103.1K)
Filed 2026-10-13
Ascentis Independent Advisors
NEW
Shares6,628
Change+6,628
Value$400.0K
Filed 2026-11-03
Matauro, LLC
NEW
Shares6,218
Change+6,218
Value$375.3K
Filed 2026-11-03
Key Client Fiduciary Advisors, LLC
NEW
Shares6,047
Change+6,047
Value$365.0K
Filed 2026-10-19
Chicago Partners Investment Group LLC
INCREASED
Shares5,920 from 3,338
Change+2,582 (+77%)
Value$278.6K (+$84.0K)
Filed 2026-10-27
Pennsylvania Capital Management Inc
INCREASED
Shares5,665 from 5,369
Change+296 (+6%)
Value$342.0K (-$54.6K)
Filed 2026-11-05
Davenport & Co LLC
NEW
Shares5,548
Change+5,548
Value$334.9K
Filed 2026-10-14
US Bancorp \de\
DECREASED
Shares5,388 from 11,110
Change-5,722 (-51%)
Value$325.2K (-$495.3K)
Filed 2026-11-05
GFS Advisors, LLC
INCREASED
Shares5,247 from 1,311
Change+3,936 (+300%)
Value$317.0K (-$4.2M)
Filed 2026-11-03
Meriwether Wealth & Planning, LLC
NEW
Shares5,143
Change+5,143
Value$310.4K
Filed 2026-10-13
Aries Wealth Management
NEW
Shares5,005
Change+5,005
Value$302.1K
Filed 2026-10-23
Wealth Quarterback LLC
NEW
Shares5,000
Change+5,000
Value$301.8K
Filed 2026-10-20
OceanIQ Capital, LLC
DECREASED
Shares5,000 from 5,870
Change-870 (-15%)
Value$264.2K (-$34.5K)
Filed 2026-10-19
Obermeyer Wealth Partners
INCREASED
Shares4,934 from 4,800
Change+134 (+3%)
Value$297.8K (-$56.7K)
Filed 2026-10-21
Avidian Wealth Enterprises, LLC
DECREASED
Shares4,886 from 6,003
Change-1,117 (-19%)
Value$294.9K (-$148.4K)
Filed 2026-10-08
Miramontes Capital, LLC
UNCHANGED
Shares4,731 from 4,731
Change0 (0%)
Value$285.6K (-$63.8K)
Filed 2026-10-19
Mather Group, Llc.
INCREASED
Shares4,696 from 27
Change+4,669 (+17293%)
Value$283.5K (+$281.5K)
Filed 2026-10-14
Toth Financial Advisory Corp
INCREASED
Shares4,500 from 3,000
Change+1,500 (+50%)
Value$271.6K (+$50.1K)
Filed 2026-10-08
Arlington Capital Management Inc
INCREASED
Shares4,455 from 4,430
Change+25 (+1%)
Value$268.9K (-$58.3K)
Filed 2026-10-30
Fifth Third Bancorp
DECREASED
Shares4,429 from 5,078
Change-649 (-13%)
Value$267.3K (-$107.7K)
Filed 2026-11-05
Evolution Wealth Advisors, LLC
NEW
Shares4,360
Change+4,360
Value$263.2K
Filed 2026-11-03
Clear Creek Financial Management, LLC
DECREASED
Shares4,240 from 4,524
Change-284 (-6%)
Value$255.9K (-$78.2K)
Filed 2026-10-28
Somerset Trust Co
NEW
Shares4,200
Change+4,200
Value$253.5K
Filed 2026-10-13
Ashton Thomas Private Wealth, LLC
INCREASED
Shares4,197 from 3,926
Change+271 (+7%)
Value$253.3K (-$36.6K)
Filed 2026-11-03
Wetzel Investment Advisors, Inc.
NEW
Shares4,110
Change+4,110
Value$248.1K
Filed 2026-10-13
Brighton Jones LLC
INCREASED
Shares4,042 from 2,880
Change+1,162 (+40%)
Value$244.0K (+$31.3K)
Filed 2026-11-03
Cooper S Advisors, LLC
NEW
Shares4,000
Change+4,000
Value$241.4K
Filed 2026-11-03
Elm3 Financial Group, LLC
DECREASED
Shares3,993 from 5,316
Change-1,323 (-25%)
Value$241.0K (-$151.6K)
Filed 2026-10-07
Balance Wealth Partners LLC
NEW
Shares3,974
Change+3,974
Value$239.9K
Filed 2026-10-27
WT Wealth Management
NEW
Shares3,967
Change+3,967
Value$239.4K
Filed 2026-10-13
D.A. Davidson & Co.
NEW
Shares3,907
Change+3,907
Value$235.8K
Filed 2026-10-28
VestGen Advisors, LLC
INCREASED
Shares3,860 from 3,690
Change+170 (+5%)
Value$233.0K (-$39.5K)
Filed 2026-10-27
E&G Advisors, LLC
NEW
Shares3,839
Change+3,839
Value$231.7K
Filed 2026-10-13
True Private Wealth Advisors
DECREASED
Shares3,671 from 131,840
Change-128,169 (-97%)
Value$221.6K (-$9.5M)
Filed 2026-10-19
Signal Advisors Wealth, LLC
INCREASED
Shares3,552 from 2,758
Change+794 (+29%)
Value$214.4K (+$10.7K)
Filed 2026-10-13
Inscription Capital, LLC
INCREASED
Shares3,495 from 3,210
Change+285 (+9%)
Value$211.0K (-$26.1K)
Filed 2026-11-02
Acorn Financial Advisory Services Inc
NEW
Shares3,480
Change+3,480
Value$210.1K
Filed 2026-11-02
Dudley Capital Management, LLC
NEW
Shares3,400
Change+3,400
Value$205.2K
Filed 2026-10-23
Parallel Advisors, LLC
INCREASED
Shares3,282 from 2,452
Change+830 (+34%)
Value$198.1K (+$17.0K)
Filed 2026-11-03
Realta Investment Advisors
NEW
Shares3,274
Change+3,274
Value$197.6K
Filed 2026-10-14
Global Trust Asset Management, LLC
NEW
Shares2,880
Change+2,880
Value$173.8K
Filed 2026-10-19
RHL Group, LLC
NEW
Shares2,865
Change+2,865
Value$172.9K
Filed 2026-11-04
Wilmington Savings Fund Society, FSB
NEW
Shares2,782
Change+2,782
Value$167.9K
Filed 2026-10-23
Capital Investment Advisory Services, LLC
INCREASED
Shares2,650 from 2,439
Change+211 (+9%)
Value$160.0K (-$20.2K)
Filed 2026-10-30
Wolff Wiese Magana LLC
DECREASED
Shares2,303 from 2,403
Change-100 (-4%)
Value$139.0K (-$38.5K)
Filed 2026-10-15
Berbice Capital Management LLC
INCREASED
Shares1,400 from 1,100
Change+300 (+27%)
Value$84.5K (+$3.3K)
Filed 2026-10-13
Compass Financial Management LLC
INCREASED
Shares1,389 from 55
Change+1,334 (+2425%)
Value$83.8K (+$79.8K)
Filed 2026-10-30
Creative Financial Designs Inc
NEW
Shares1,315
Change+1,315
Value$79.4K
Filed 2026-11-04
Pilgrim Partners Asia Pte Ltd
NEW
Shares1,300
Change+1,300
Value$78.5K
Filed 2026-10-29
Thurston, Springer, Miller, Herd & Titak, Inc.
INCREASED
Shares1,209 from 1,120
Change+89 (+8%)
Value$73.0K (-$9.7K)
Filed 2026-10-14
Heritage Family Offices, LLP
NEW
Shares1,193
Change+1,193
Value$72.0K
Filed 2026-11-02
Elevation Wealth Partners, LLC
UNCHANGED
Shares939 from 939
Change0 (0%)
Value$56.7K (-$12.7K)
Filed 2026-10-07
IFP Advisors, Inc
INCREASED
Shares921 from 438
Change+483 (+110%)
Value$55.6K (+$23.2K)
Filed 2026-10-16
Lanark Financial, Inc.
DECREASED
Shares680 from 755
Change-75 (-10%)
Value$41.0K (-$14.7K)
Filed 2026-10-26
Root Financial Partners, LLC
NEW
Shares665
Change+665
Value$40.1K
Filed 2026-10-21
Chung Wu Investment Group, LLC
DECREASED
Shares600 from 3,180
Change-2,580 (-81%)
Value$36.2K (-$198.6K)
Filed 2026-11-03
Ascentis Wealth Management, LLC
INCREASED
Shares600 from 200
Change+400 (+200%)
Value$36.2K (+$21.4K)
Filed 2026-11-03
Quaker Wealth Management, LLC
DECREASED
Shares475 from 2,975
Change-2,500 (-84%)
Value$28.7K (-$191.0K)
Filed 2026-10-22
Winthrop Capital Management, LLC
DECREASED
Shares469 from 795
Change-326 (-41%)
Value$28.3K (+$28.3K)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
UNCHANGED
Shares425 from 425
Change0 (0%)
Value$25.7K (-$5.7K)
Filed 2026-11-04
Larson Financial Group LLC
INCREASED
Shares422 from 51
Change+371 (+727%)
Value$25.5K (+$21.7K)
Filed 2026-11-05
Legacy Bridge, LLC
DECREASED
Shares330 from 705
Change-375 (-53%)
Value$19.9K (-$32.1K)
Filed 2026-10-28
Comprehensive Financial Planning, Inc.
DECREASED
Shares300 from 365
Change-65 (-18%)
Value$18.1K (-$8.8K)
Filed 2026-10-27
IFS Advisors, LLC
NEW
Shares242
Change+242
Value$14.6K
Filed 2026-10-14
Acumen Wealth Advisors, LLC
NEW
Shares220
Change+220
Value$13.3K
Filed 2026-11-05
Bfsg, LLC
UNCHANGED
Shares219 from 219
Change0 (0%)
Value$13.2K (-$3.0K)
Filed 2026-10-30
Blue Bell Private Wealth Management, LLC
NEW
Shares211
Change+211
Value$12.7K
Filed 2026-10-29
Cedar Mountain Advisors, LLC
NEW
Shares200
Change+200
Value$12.1K
Filed 2026-10-15
Signaturefd, LLC
INCREASED
Shares200 from 70
Change+130 (+186%)
Value$12.1K (+$6.9K)
Filed 2026-10-23
Archer Investment Corp
DECREASED
Shares200 from 248
Change-48 (-19%)
Value$12.1K (-$6.2K)
Filed 2026-11-05
Signature Equity Partners, LLC
INCREASED
Shares184 from 20
Change+164 (+820%)
Value$11.1K (+$9.6K)
Filed 2026-10-29
Triumph Capital Management
DECREASED
Shares180 from 350
Change-170 (-49%)
Value$10.9K (-$15.0K)
Filed 2026-10-14
Transce3nd, LLC
NEW
Shares152
Change+152
Value$7.5K
Filed 2026-10-26
Tradewinds Capital Management, LLC
NEW
Shares150
Change+150
Value$9.1K
Filed 2026-10-23
Rossby Financial, LCC
INCREASED
Shares150 from 16
Change+134 (+838%)
Value$9.1K (+$7.9K)
Filed 2026-11-05
Vima LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$9.1K (-$2.0K)
Filed 2026-10-23
Bullock Wealth Management Group
UNCHANGED
Shares148 from 148
Change0 (0%)
Value$9.2K (-$567)
Filed 2026-10-09
Reap Financial Group, LLC
NEW
Shares127
Change+127
Value$7.7K
Filed 2026-11-02
West Paces Advisors Inc.
NEW
Shares125
Change+125
Value$7.5K
Filed 2026-10-13
SJS Investment Consulting Inc.
NEW
Shares125
Change+125
Value$7.5K
Filed 2026-10-26
Private Trust Co NA
DECREASED
Shares100 from 867
Change-767 (-88%)
Value$6.0K (-$58.0K)
Filed 2026-10-20
Financial Perspectives, Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$6.0K (-$1.3K)
Filed 2026-11-03
Avion Wealth
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$6 (-$1)
Filed 2026-11-04
Sterling Capital Management LLC
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$5.0K (-$1.1K)
Filed 2026-10-22
Madden Securities Corp
NEW
Shares70
Change+70
Value$4.2K
Filed 2026-10-27
RMG Wealth Management LLC
NEW
Shares60
Change+60
Value$2.8K
Filed 2026-10-26
Trust Co
NEW
Shares58
Change+58
Value$3.5K
Filed 2026-10-09
Farmers & Merchants Investments Inc
INCREASED
Shares56 from 27
Change+29 (+107%)
Value$3.4K (+$1.4K)
Filed 2026-10-22
Financial Consulate, Inc
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$3.1K (-$688)
Filed 2026-10-23
Flagship Wealth Advisors, LLC
NEW
Shares50
Change+50
Value$3.0K
Filed 2026-11-03
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$3.0K (-$675)
Filed 2026-11-02
Parkside Financial Bank & Trust
NEW
Shares34
Change+34
Value$2.1K
Filed 2026-10-27
Armstrong Advisory Group, Inc
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$1.6K (-$351)
Filed 2026-10-09
Adirondack Trust Co
NEW
Shares19
Change+19
Value$1.1K
Filed 2026-10-14
Financial Management Professionals, Inc.
NEW
Shares17
Change+17
Value$1.0K
Filed 2026-10-23
Rosenberg Matthew Hamilton
NEW
Shares15
Change+15
Value$905
Filed 2026-10-05
Main Street Group, LTD
NEW
Shares6
Change+6
Value$362
Filed 2026-10-28
Shengqi Capital (Hong Kong) Ltd
CLOSED
Shares0 from 520,000
Change-520,000 (-100%)
Value$0 (-$38.4M)
Filed 2026-11-05
Commonwealth Financial Services, LLC
CLOSED
Shares0 from 57,684
Change-57,684 (-100%)
Value$0 (-$4.3M)
Filed 2026-10-20
Capstone Wealth Management Group, LLC
CLOSED
Shares0 from 43,748
Change-43,748 (-100%)
Value$0 (-$3.2M)
Filed 2026-11-05
Altfest L J & Co Inc
CLOSED
Shares0 from 42,768
Change-42,768 (-100%)
Value$0 (-$3.2M)
Filed 2026-10-27
Smart Wealth LLC
CLOSED
Shares0 from 27,943
Change-27,943 (-100%)
Value$0 (-$2.1M)
Filed 2026-11-04
IPG Investment Advisors LLC
CLOSED
Shares0 from 27,358
Change-27,358 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-30
Ramiah Investment Group
CLOSED
Shares0 from 26,321
Change-26,321 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-20
Wespac Advisors, LLC
CLOSED
Shares0 from 20,946
Change-20,946 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-26
Kingdom Financial Group Llc.
CLOSED
Shares0 from 16,947
Change-16,947 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-04
Third View Private Wealth, LLC
CLOSED
Shares0 from 16,445
Change-16,445 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-30
Aviance Capital Partners, LLC
CLOSED
Shares0 from 12,913
Change-12,913 (-100%)
Value$0 (-$953.6K)
Filed 2026-10-29
Wealth Effects LLC
CLOSED
Shares0 from 11,650
Change-11,650 (-100%)
Value$0 (-$860.4K)
Filed 2026-10-23
CVS Health Corp
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$738.5K)
Filed 2026-11-05
Dymon Asia Capital (Singapore) Pte. Ltd.
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$738.5K)
Filed 2026-11-04
KG Capital Management
CLOSED
Shares0 from 9,275
Change-9,275 (-100%)
Value$0 (-$685.0K)
Filed 2026-10-15
Elevate Capital Advisors, LLC
CLOSED
Shares0 from 8,530
Change-8,530 (-100%)
Value$0 (-$629.9K)
Filed 2026-11-02
Perigon Wealth Management, LLC
CLOSED
Shares0 from 8,433
Change-8,433 (-100%)
Value$0 (-$622.8K)
Filed 2026-10-22
RFG Advisory, LLC
CLOSED
Shares0 from 6,325
Change-6,325 (-100%)
Value$0 (-$467.1K)
Filed 2026-11-03
Pinion Investment Advisors, LLC
CLOSED
Shares0 from 5,963
Change-5,963 (-100%)
Value$0 (-$440.4K)
Filed 2026-11-04
Vise Technologies, Inc.
CLOSED
Shares0 from 5,020
Change-5,020 (-100%)
Value$0 (-$370.7K)
Filed 2026-10-29
Pines Wealth Management, LLC
CLOSED
Shares0 from 5,000
Change-5,000 (-100%)
Value$0 (-$369.3K)
Filed 2026-10-21
Saxon Interests, Inc.
CLOSED
Shares0 from 4,750
Change-4,750 (-100%)
Value$0 (-$350.8K)
Filed 2026-10-26
Macroview Investment Management LLC
CLOSED
Shares0 from 3,363
Change-3,363 (-100%)
Value$0 (-$248.4K)
Filed 2026-10-26
Traynor Capital Management, Inc.
CLOSED
Shares0 from 3,297
Change-3,297 (-100%)
Value$0 (-$243.5K)
Filed 2026-10-29
Signature Estate & Investment Advisors LLC
CLOSED
Shares0 from 3,064
Change-3,064 (-100%)
Value$0 (-$226.3K)
Filed 2026-10-13
Certuity, LLC
CLOSED
Shares0 from 3,005
Change-3,005 (-100%)
Value$0 (-$221.9K)
Filed 2026-11-02
Griffin Asset Management, Inc.
CLOSED
Shares0 from 2,902
Change-2,902 (-100%)
Value$0 (-$214.3K)
Filed 2026-10-22
Rinkey Investments
CLOSED
Shares0 from 2,770
Change-2,770 (-100%)
Value$0 (-$204.6K)
Filed 2026-10-28
Wealthcare Capital Partners, LLC
CLOSED
Shares0 from 2,748
Change-2,748 (-100%)
Value$0 (-$202.9K)
Filed 2026-10-21
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 1,327
Change-1,327 (-100%)
Value$0 (-$98.0K)
Filed 2026-11-04
Reyes Financial Architecture, Inc.
CLOSED
Shares0 from 935
Change-935 (-100%)
Value$0 (-$69.1K)
Filed 2026-10-22
Covestor Ltd
CLOSED
Shares0 from 595
Change-595 (-100%)
Value$0 (-$44)
Filed 2026-10-30
AdvisorNet Financial, Inc
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$36.9K)
Filed 2026-10-15
Obsidian CIO, LLC
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$2.2K)
Filed 2026-11-05
Salem Investment Counselors Inc
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$1.8K)
Filed 2026-10-13
Mountain Hill Investment Partners Corp.
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$739)
Filed 2026-10-23
Asset Dedication, LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$739)
Filed 2026-11-03
Clear Street Group Inc.
N/A
Shares— from 14,481,133
Change-14,481,133 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 9,329,592
Change-9,329,592 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 7,193,682
Change-7,193,682 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 5,600,415
Change-5,600,415 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 5,473,904
Change-5,473,904 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 4,564,460
Change-4,564,460 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 3,593,105
Change-3,593,105 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 3,313,558
Change-3,313,558 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,756,064
Change-2,756,064 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 2,684,249
Change-2,684,249 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 1,470,486
Change-1,470,486 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 1,275,604
Change-1,275,604 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 1,057,756
Change-1,057,756 (-100%)
Value—
Montanova Capital, LLC
N/A
Shares— from 603,000
Change-603,000 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 554,282
Change-554,282 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 516,387
Change-516,387 (-100%)
Value—
Nearwater Capital Markets, Ltd
N/A
Shares— from 500,000
Change-500,000 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 468,719
Change-468,719 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 366,746
Change-366,746 (-100%)
Value—
Polymer Capital Management (HK) LTD
N/A
Shares— from 343,498
Change-343,498 (-100%)
Value—
UBS Group AG
N/A
Shares— from 335,246
Change-335,246 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 289,847
Change-289,847 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 269,667
Change-269,667 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 264,265
Change-264,265 (-100%)
Value—
Bright Valley Capital Ltd
N/A
Shares— from 250,000
Change-250,000 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 239,853
Change-239,853 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 237,290
Change-237,290 (-100%)
Value—
Andar Capital Management HK Ltd
N/A
Shares— from 234,000
Change-234,000 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 201,256
Change-201,256 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 193,246
Change-193,246 (-100%)
Value—
Members Advisory Group LLC
N/A
Shares— from 188,480
Change-188,480 (-100%)
Value—
Gilder Gagnon Howe & Co LLC
N/A
Shares— from 185,472
Change-185,472 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 183,663
Change-183,663 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 159,890
Change-159,890 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 148,836
Change-148,836 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 139,536
Change-139,536 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 135,176
Change-135,176 (-100%)
Value—
Peregrine Investment Management Inc
N/A
Shares— from 125,000
Change-125,000 (-100%)
Value—
Light Street Capital Management, LLC
N/A
Shares— from 120,000
Change-120,000 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 111,707
Change-111,707 (-100%)
Value—
Momentum Wealth Planning, LLC
N/A
Shares— from 105,900
Change-105,900 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 103,024
Change-103,024 (-100%)
Value—
Barclays PLC
N/A
Shares— from 102,511
Change-102,511 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 95,741
Change-95,741 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 90,662
Change-90,662 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 82,655
Change-82,655 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 78,236
Change-78,236 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 74,972
Change-74,972 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 61,416
Change-61,416 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 60,000
Change-60,000 (-100%)
Value—
Cantor Fitzgerald, L. P.
N/A
Shares— from 52,362
Change-52,362 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 51,118
Change-51,118 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
FirstWave Capital Management LLC
N/A
Shares— from 49,852
Change-49,852 (-100%)
Value—
Riho Partners, LLC
N/A
Shares— from 45,888
Change-45,888 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 43,883
Change-43,883 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 43,254
Change-43,254 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 43,194
Change-43,194 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 36,071
Change-36,071 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 34,770
Change-34,770 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 32,921
Change-32,921 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 32,500
Change-32,500 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 32,499
Change-32,499 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 32,479
Change-32,479 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 31,856
Change-31,856 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 29,927
Change-29,927 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 29,904
Change-29,904 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 28,208
Change-28,208 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 26,752
Change-26,752 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 26,267
Change-26,267 (-100%)
Value—
Sona Asset Management (US) LLC
N/A
Shares— from 25,800
Change-25,800 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 25,590
Change-25,590 (-100%)
Value—
Proem Advisors LLC
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 24,000
Change-24,000 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 23,784
Change-23,784 (-100%)
Value—
Gallo Partners, LP
N/A
Shares— from 23,681
Change-23,681 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 23,594
Change-23,594 (-100%)
Value—
Natixis
N/A
Shares— from 23,548
Change-23,548 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 23,516
Change-23,516 (-100%)
Value—
Selkirk Management LLC
N/A
Shares— from 22,000
Change-22,000 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 21,608
Change-21,608 (-100%)
Value—
CMT Capital Markets Trading GmbH
N/A
Shares— from 19,517
Change-19,517 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 19,083
Change-19,083 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 19,022
Change-19,022 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 18,560
Change-18,560 (-100%)
Value—
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A
Shares— from 18,345
Change-18,345 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 17,368
Change-17,368 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 17,050
Change-17,050 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 17,040
Change-17,040 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 16,867
Change-16,867 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 16,518
Change-16,518 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 16,304
Change-16,304 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 16,128
Change-16,128 (-100%)
Value—
Militia Capital Management LLC
N/A
Shares— from 15,726
Change-15,726 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 15,500
Change-15,500 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 15,440
Change-15,440 (-100%)
Value—
Steadtrust LLC
N/A
Shares— from 14,380
Change-14,380 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 14,100
Change-14,100 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 13,500
Change-13,500 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 13,382
Change-13,382 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 12,748
Change-12,748 (-100%)
Value—
Kidder Stephen W
N/A
Shares— from 12,450
Change-12,450 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 12,291
Change-12,291 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 12,222
Change-12,222 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 12,108
Change-12,108 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 11,927
Change-11,927 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 11,189
Change-11,189 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 10,905
Change-10,905 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 10,177
Change-10,177 (-100%)
Value—
Stephens Inc
N/A
Shares— from 10,175
Change-10,175 (-100%)
Value—
Bluefin Capital Management, LLC
N/A
Shares— from 9,990
Change-9,990 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 9,819
Change-9,819 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 9,730
Change-9,730 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 9,480
Change-9,480 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 9,432
Change-9,432 (-100%)
Value—
Sassicaia Capital Advisers LLC
N/A
Shares— from 9,400
Change-9,400 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 9,328
Change-9,328 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 8,790
Change-8,790 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 8,318
Change-8,318 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 8,153
Change-8,153 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 7,869
Change-7,869 (-100%)
Value—
Turner Financial Group, Inc.
N/A
Shares— from 7,516
Change-7,516 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 7,365
Change-7,365 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 7,318
Change-7,318 (-100%)
Value—
K2 Principal Fund, L.P.
N/A
Shares— from 7,200
Change-7,200 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 7,115
Change-7,115 (-100%)
Value—
Vienna Asset Management LLC
N/A
Shares— from 7,100
Change-7,100 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 6,961
Change-6,961 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 6,722
Change-6,722 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 6,718
Change-6,718 (-100%)
Value—
Warther Private Wealth, LLC
N/A
Shares— from 6,690
Change-6,690 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 6,572
Change-6,572 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 6,483
Change-6,483 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 6,155
Change-6,155 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 5,971
Change-5,971 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 5,769
Change-5,769 (-100%)
Value—
Betterment LLC
N/A
Shares— from 5,577
Change-5,577 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 5,525
Change-5,525 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 5,489
Change-5,489 (-100%)
Value—
&partners
N/A
Shares— from 5,462
Change-5,462 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 5,077
Change-5,077 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 5,075
Change-5,075 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 4,922
Change-4,922 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 4,691
Change-4,691 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 4,679
Change-4,679 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 4,510
Change-4,510 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 4,400
Change-4,400 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 4,318
Change-4,318 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 4,100
Change-4,100 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 4,090
Change-4,090 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 4,084
Change-4,084 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 3,985
Change-3,985 (-100%)
Value—
Aldebaran Financial Inc.
N/A
Shares— from 3,985
Change-3,985 (-100%)
Value—
Mandatum Life Insurance Co Ltd
N/A
Shares— from 3,795
Change-3,795 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 3,781
Change-3,781 (-100%)
Value—
Nwam LLC
N/A
Shares— from 3,675
Change-3,675 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 3,640
Change-3,640 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 3,420
Change-3,420 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 3,406
Change-3,406 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 3,404
Change-3,404 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 3,313
Change-3,313 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 3,193
Change-3,193 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 3,152
Change-3,152 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 3,025
Change-3,025 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 2,900
Change-2,900 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 2,639
Change-2,639 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,472
Change-2,472 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 2,318
Change-2,318 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 2,236
Change-2,236 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 2,109
Change-2,109 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
EFG International AG
N/A
Shares— from 845
Change-845 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 811
Change-811 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 647
Change-647 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 619
Change-619 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 500
Change-500 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 494
Change-494 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 400
Change-400 (-100%)
Value—
Vinland Capital Management Gestora de Recursos Ltda.
N/A
Shares— from 400
Change-400 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 359
Change-359 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 276
Change-276 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 275
Change-275 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 210
Change-210 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 175
Change-175 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 170
Change-170 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 152
Change-152 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 107
Change-107 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 90
Change-90 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 53
Change-53 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 50
Change-50 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Peterson Wealth Management
N/A
Shares— from 47
Change-47 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Ravenswood Partners LP
N/A
Shares— from 38
Change-38 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 29
Change-29 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 20
Change-20 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 16
Change-16 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 15
Change-15 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Berkshire Capital Holdings Inc
N/A
Shares— from 10
Change-10 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 0
Change0
Value—
Status
Harel Insurance Investments & Financial Services Ltd.
NEW2,938,351—+2,938,351——$177.4K—2026-11-02
Imc-Chicago, LLC
INCREASED1,017,960282,952+735,008+260%$20.9M$61.4M+$40.5M2026-11-05
Mishpacha Holdings Corp
INCREASED931,678423,972+507,706+120%$31.3M$56.2M+$24.9M2026-10-16
Simplex Trading, LLC
INCREASED846,867625,556+221,311+35%$46.2M$51.1M+$4.9M2026-11-04
Belvedere Trading LLC
INCREASED529,604338,013+191,591+57%$25.0M$32.0M+$7.0M2026-11-05
Linden Rose Investment LLC
INCREASED522,322521,570+752+0%$38.5M$31.5M-$7.0M2026-11-03
Mirae Asset Global Investments Co., Ltd.
INCREASED438,06089,392+348,668+390%$6.6M$26.4M+$19.8M2026-11-03
Y.D. More Investments Ltd
NEW384,021—+384,021——$23.2M—2026-11-02
Oak Grove Capital LLC
INCREASED335,950253,900+82,050+32%$18.8M$20.3M+$1.5M2026-10-09
Parametrica Management Ltd
DECREASED304,821426,000-121,179-28%$31.5M$18.4M-$13.1M2026-10-27
CoreCap Advisors, LLC
NEW245,642—+245,642——$14.8M—2026-10-08
Spectrum Financial Alliance Ltd LLC
INCREASED241,689237,940+3,749+2%$17.6M$14.6M-$3.0M2026-10-29
Halter Ferguson Financial Inc.
INCREASED223,206101,192+122,014+121%$7.5M$13.5M+$6.0M2026-10-21
GW Henssler & Associates LTD
NEW202,991—+202,991——$12.3M—2026-10-26
Heck Capital Advisors, LLC
DECREASED200,996201,407-4110%$14.9M$12.1M-$2.7M2026-10-14
Commonwealth Equity Services, LLC
INCREASED193,839114,988+78,851+69%$8.5M$11.7M+$3.2M2026-11-02
SBI Securities Co., Ltd.
DECREASED176,774197,105-20,331-10%$14.6M$10.7M-$3.9M2026-10-22
Citigroup Inc
DECREASED152,793298,795-146,002-49%$22.1M$9.2M-$12.8M2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED116,40862,226+54,182+87%$4.6K$7.0K+$2.4K2026-11-02
StoneCrest Wealth Management, Inc.
INCREASED102,018100,333+1,685+2%$7.4M$6.2M-$1.3M2026-11-03
Activest Wealth Management
INCREASED101,71698,294+3,422+3%$7.3M$6.1M-$1.1M2026-10-15
Bank Julius Baer & Co. Ltd, Zurich
NEW98,000—+98,000——$5.9M—2026-10-29
Eddie Patel Inc
INCREASED93,27860,329+32,949+55%$4.5M$5.6M+$1.2M2026-11-02
Yarbrough Capital, LLC
NEW92,506—+92,506——$5.6M—2026-10-19
Financially Speaking Inc
NEW84,078—+84,078——$5.1M—2026-11-05
Maxi Investments CY Ltd
NEW84,000—+84,000——$5.1K—2026-10-26
NTV Asset Management LLC
NEW76,487—+76,487——$4.6M—2026-10-23
Arch Global Advisors, LLC
NEW74,281—+74,281——$4.5M—2026-10-23
Independent Financial Group, LLC
DECREASED74,21486,185-11,971-14%$6.4M$4.5M-$1.9M2026-10-13
Ayalon Insurance Comp Ltd.
INCREASED66,00043,500+22,500+52%$3.2K$4.0K+$7722026-10-08
Y-Intercept (Hong Kong) Ltd
NEW58,582—+58,582——$3.5M—2026-10-16
Nations Financial Group Inc,
DECREASED57,70960,283-2,574-4%$4.5M$3.5M-$968.6K2026-11-05
Prime Capital Investment Advisors, LLC
INCREASED57,30826,674+30,634+115%$2.0M$3.5M+$1.5M2026-10-20
Principle Wealth Partners LLC
DECREASED56,67457,544-870-2%$4.2M$3.4M-$828.7K2026-11-02
Udine Wealth Management, Inc.
NEW53,579—+53,579——$3.2M—2026-10-23
Verus Capital Partners, LLC
NEW51,700—+51,700——$3.1M—2026-11-03
Farther Finance Advisors, LLC
NEW47,697—+47,697——$2.9M—2026-10-08
Castle Rock Wealth Management, LLC
DECREASED46,51354,828-8,315-15%$3.6M$2.8M-$842.5K2026-10-09
Strengthening Families & Communities, LLC
INCREASED45,1731,582+43,591+2755%$116.8K$2.7M+$2.6M2026-10-21
Oppenheimer & Co Inc
DECREASED42,17348,992-6,819-14%$3.6M$2.5M-$1.1M2026-10-26
Rye Brook Capital LLC
NEW41,185—+41,185——$2.5K—2026-10-07
B. Riley Wealth Advisors, Inc.
DECREASED35,04940,566-5,517-14%$2.9M$2.1M-$802.8K2026-10-13
Herbst Group, LLC
NEW34,651—+34,651——$2.1M—2026-10-20
Vontobel Holding Ltd.
INCREASED32,96817,571+15,397+88%$1.3M$2.0M+$692.3K2026-10-16
TD Waterhouse Canada Inc.
INCREASED32,1232,833+29,290+1034%$209.3K$2.0M+$1.8M2026-10-16
Sumitomo Mitsui Trust Group, Inc.
DECREASED31,567106,680-75,113-70%$7.9M$1.9M-$6.0M2026-10-29
Apollon Wealth Management, LLC
INCREASED31,54516,034+15,511+97%$1.2M$1.9M+$719.9K2026-10-23
Citizens Financial Group Inc
INCREASED30,7405,986+24,754+414%$442.1K$1.9M+$1.4M2026-10-23
Kingswood Wealth Advisors, LLC
DECREASED30,659118,240-87,581-74%$8.7M$1.9M-$6.9M2026-10-23
Quattro Financial Advisors LLC
NEW30,384—+30,384——$1.8M—2026-10-15
Deltec Asset Management LLC
INCREASED29,40015,000+14,400+96%$1.1M$1.8M+$666.8K2026-10-26
Meridian Wealth Management, LLC
DECREASED29,34465,610-36,266-55%$4.8M$1.8M-$3.1M2026-11-05
SteelPeak Wealth, LLC
INCREASED28,11810,856+17,262+159%$801.7K$1.7M+$895.5K2026-10-16
First International Bank of Israel Ltd.
NEW26,000—+26,000——$1.6M—2026-11-04
Visionary Wealth Advisors
INCREASED25,78823,833+1,955+8%$1.8M$1.6M-$203.5K2026-11-04
Wedbush Securities Inc
DECREASED24,31925,839-1,520-6%$1.9K$1.5K-$4402026-10-22
Nvwm, LLC
NEW24,068—+24,068——$1.5M—2026-10-14
Nfsg Corp
DECREASED23,19173,335-50,144-68%$5.4M$1.4M-$4.0M2026-10-15
Concurrent Investment Advisors, LLC
INCREASED22,62920,849+1,780+9%$1.5M$1.4M-$173.8K2026-10-16
HUB Investment Partners, LLC
INCREASED21,85220,139+1,713+9%$1.5M$1.3M-$168.3K2026-11-03
Birch Financial Group, LLC
INCREASED21,64519,392+2,253+12%$1.4M$1.3M-$125.6K2026-10-27
Petredis Investment Advisors LLC
INCREASED20,48320,374+109+1%$1.5M$1.2M-$268.3K2026-10-20
Brookstone Capital Management
INCREASED20,47012,458+8,012+64%$920.0K$1.2M+$315.5K2026-10-22
Sowell Financial Services LLC
NEW20,463—+20,463——$1.2M—2026-10-23
Noble Wealth Management PBC
NEW20,209—+20,209——$1.2M—2026-10-01
Q Fund Management (Hong Kong) Ltd
NEW20,000—+20,000——$1.2M—2026-10-14
Ellis Investment Partners, LLC
NEW19,710—+19,710——$1.2M—2026-10-21
MGO One Seven LLC
INCREASED19,50618,806+700+4%$1.4M$1.2M-$211.4K2026-10-28
Virginia Estate & Retirement Planning Advisors Inc.
NEW18,509—+18,509——$1.1M—2026-10-14
Sidoxia Capital Management, LLC
INCREASED17,43612,381+5,055+41%$914.3K$1.1M+$138.1K2026-10-28
Intesa Sanpaolo Wealth Management
NEW17,000—+17,000——$1.0M—2026-10-28
Box Hill Private Wealth LLC
NEW16,933—+16,933——$1.0M—2026-10-05
Diversify Wealth Management, LLC
NEW16,448—+16,448——$811.4K—2026-10-20
Diversify Advisory Services, LLC
NEW16,448—+16,448——$811.4K—2026-10-20
Sigma Planning Corp
INCREASED15,9178,543+7,374+86%$630.9K$960.8K+$329.9K2026-10-23
Investment House LLC
NEW15,000—+15,000——$905.4K—2026-10-21
Midwest Financial Group LLC
INCREASED14,50010,275+4,225+41%$758.8K$875.2K+$116.4K2026-10-15
PFG Advisors
INCREASED14,2735,418+8,855+163%$400.1K$861.5K+$461.4K2026-10-16
Victory Financial Group, LLC
NEW14,243—+14,243——$859.7K—2026-10-27
Lido Advisors, LLC
DECREASED14,04014,719-679-5%$1.1M$847.5K-$239.5K2026-11-04
SilverOak Wealth Management LLC
NEW13,731—+13,731——$828.8K—2026-10-29
Fulcrum Equity Management
DECREASED12,26516,299-4,034-25%$1.2M$740.3K-$463.4K2026-10-21
Integrated Advisors Network LLC
DECREASED12,22512,633-408-3%$932.9K$737.9K-$195.1K2026-10-20
FFG Partners, LLC
NEW12,215—+12,215——$737.3K—2026-10-15
Wealthcare Advisory Partners LLC
DECREASED12,16012,980-820-6%$958.6K$734.0K-$224.6K2026-10-21
Blue Jean Financial LLC
NEW11,990—+11,990——$723.7K—2026-10-20
Balboa Wealth Partners
INCREASED11,91510,517+1,398+13%$776.7K$719.2K-$57.5K2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED11,76211,357+405+4%$715.9K$669.6K-$46.3K2026-10-13
Titleist Asset Management, LLC
NEW11,722—+11,722——$707.5K—2026-10-08
Blueprint Investment Partners LLC
INCREASED11,36410,419+945+9%$769.4K$685.9K-$83.5K2026-10-28
Joseph P. Lucia & Associates, LLC
INCREASED11,3135,741+5,572+97%$423.9K$682.9K+$258.9K2026-10-30
GK Wealth Management LLC
NEW11,178—+11,178——$674.7K—2026-10-09
StoneX Group Inc.
DECREASED10,87812,408-1,530-12%$916.3K$587.7K-$328.6K2026-11-03
Truist Financial Corp
DECREASED10,87013,063-2,193-17%$964.7K$656.1K-$308.6K2026-10-30
Quantum Private Wealth, LLC
INCREASED10,6829,911+771+8%$731.9K$644.8K-$87.2K2026-10-20
Creative Planning
INCREASED10,6429,793+849+9%$723.2K$642.4K-$80.8K2026-11-02
Flagstar Securities, Inc
DECREASED10,23016,902-6,672-39%$1.2M$617.5K-$630.7K2026-10-15
Blueprint Financial Advisors LLC
NEW10,158—+10,158——$613.2K—2026-10-28
Ignite Planners, LLC
INCREASED9,7277,208+2,519+35%$532.3K$587.1K+$54.8K2026-10-14
Mission Wealth Management, LP
DECREASED9,68718,899-9,212-49%$1.4M$584.7K-$811.0K2026-10-15
Atria Investments, Inc
NEW9,287—+9,287——$560.6K—2026-10-15
SMH Capital Advisors Inc
NEW9,106—+9,106——$549.6K—2026-10-29
Strategic Blueprint, LLC
INCREASED9,0308,490+540+6%$627.0K$545.1K-$81.9K2026-10-22
Kestra Advisory Services, LLC
DECREASED8,9209,418-498-5%$695.5K$538.4K-$157.1K2026-11-02
International Assets Investment Management, LLC
INCREASED8,5854,850+3,735+77%$319.4K$532.5K+$213.1K2026-11-02
Bank of New York Mellon Corp
NEW8,176—+8,176——$493.5K—2026-11-05
Almanack Investment Partners, Llc.
DECREASED8,130116,459-108,329-93%$8.6M$490.7K-$8.1M2026-11-03
Magnus Financial Group LLC
INCREASED7,8006,725+1,075+16%$496.6K$470.8K-$25.8K2026-10-21
Revisor Wealth Management LLC
NEW7,682—+7,682——$409.9K—2026-10-20
Three Magnolias Financial Advisors, LLC
INCREASED7,5304,700+2,830+60%$347.1K$454.5K+$107.4K2026-10-14
HBW Advisory Services LLC
INCREASED7,4374,035+3,402+84%$298.0K$448.9K+$150.9K2026-10-15
Dynamic Advisor Solutions LLC
DECREASED6,8006,954-154-2%$513.6K$410.5K-$103.1K2026-10-13
Ascentis Independent Advisors
NEW6,628—+6,628——$400.0K—2026-11-03
Matauro, LLC
NEW6,218—+6,218——$375.3K—2026-11-03
Key Client Fiduciary Advisors, LLC
NEW6,047—+6,047——$365.0K—2026-10-19
Chicago Partners Investment Group LLC
INCREASED5,9203,338+2,582+77%$194.6K$278.6K+$84.0K2026-10-27
Pennsylvania Capital Management Inc
INCREASED5,6655,369+296+6%$396.5K$342.0K-$54.6K2026-11-05
Davenport & Co LLC
NEW5,548—+5,548——$334.9K—2026-10-14
US Bancorp \de\
DECREASED5,38811,110-5,722-51%$820.5K$325.2K-$495.3K2026-11-05
GFS Advisors, LLC
INCREASED5,2471,311+3,936+300%$4.5M$317.0K-$4.2M2026-11-03
Meriwether Wealth & Planning, LLC
NEW5,143—+5,143——$310.4K—2026-10-13
Aries Wealth Management
NEW5,005—+5,005——$302.1K—2026-10-23
Wealth Quarterback LLC
NEW5,000—+5,000——$301.8K—2026-10-20
OceanIQ Capital, LLC
DECREASED5,0005,870-870-15%$298.7K$264.2K-$34.5K2026-10-19
Obermeyer Wealth Partners
INCREASED4,9344,800+134+3%$354.5K$297.8K-$56.7K2026-10-21
Avidian Wealth Enterprises, LLC
DECREASED4,8866,003-1,117-19%$443.3K$294.9K-$148.4K2026-10-08
Miramontes Capital, LLC
UNCHANGED4,7314,73100%$349.4K$285.6K-$63.8K2026-10-19
Mather Group, Llc.
INCREASED4,69627+4,669+17293%$2.0K$283.5K+$281.5K2026-10-14
Toth Financial Advisory Corp
INCREASED4,5003,000+1,500+50%$221.6K$271.6K+$50.1K2026-10-08
Arlington Capital Management Inc
INCREASED4,4554,430+25+1%$327.2K$268.9K-$58.3K2026-10-30
Fifth Third Bancorp
DECREASED4,4295,078-649-13%$375.0K$267.3K-$107.7K2026-11-05
Evolution Wealth Advisors, LLC
NEW4,360—+4,360——$263.2K—2026-11-03
Clear Creek Financial Management, LLC
DECREASED4,2404,524-284-6%$334.1K$255.9K-$78.2K2026-10-28
Somerset Trust Co
NEW4,200—+4,200——$253.5K—2026-10-13
Ashton Thomas Private Wealth, LLC
INCREASED4,1973,926+271+7%$289.9K$253.3K-$36.6K2026-11-03
Wetzel Investment Advisors, Inc.
NEW4,110—+4,110——$248.1K—2026-10-13
Brighton Jones LLC
INCREASED4,0422,880+1,162+40%$212.7K$244.0K+$31.3K2026-11-03
Cooper S Advisors, LLC
NEW4,000—+4,000——$241.4K—2026-11-03
Elm3 Financial Group, LLC
DECREASED3,9935,316-1,323-25%$392.6K$241.0K-$151.6K2026-10-07
Balance Wealth Partners LLC
NEW3,974—+3,974——$239.9K—2026-10-27
WT Wealth Management
NEW3,967—+3,967——$239.4K—2026-10-13
D.A. Davidson & Co.
NEW3,907—+3,907——$235.8K—2026-10-28
VestGen Advisors, LLC
INCREASED3,8603,690+170+5%$272.5K$233.0K-$39.5K2026-10-27
E&G Advisors, LLC
NEW3,839—+3,839——$231.7K—2026-10-13
True Private Wealth Advisors
DECREASED3,671131,840-128,169-97%$9.7M$221.6K-$9.5M2026-10-19
Signal Advisors Wealth, LLC
INCREASED3,5522,758+794+29%$203.7K$214.4K+$10.7K2026-10-13
Inscription Capital, LLC
INCREASED3,4953,210+285+9%$237.1K$211.0K-$26.1K2026-11-02
Acorn Financial Advisory Services Inc
NEW3,480—+3,480——$210.1K—2026-11-02
Dudley Capital Management, LLC
NEW3,400—+3,400——$205.2K—2026-10-23
Parallel Advisors, LLC
INCREASED3,2822,452+830+34%$181.1K$198.1K+$17.0K2026-11-03
Realta Investment Advisors
NEW3,274—+3,274——$197.6K—2026-10-14
Global Trust Asset Management, LLC
NEW2,880—+2,880——$173.8K—2026-10-19
RHL Group, LLC
NEW2,865—+2,865——$172.9K—2026-11-04
Wilmington Savings Fund Society, FSB
NEW2,782—+2,782——$167.9K—2026-10-23
Capital Investment Advisory Services, LLC
INCREASED2,6502,439+211+9%$180.1K$160.0K-$20.2K2026-10-30
Wolff Wiese Magana LLC
DECREASED2,3032,403-100-4%$177.5K$139.0K-$38.5K2026-10-15
Berbice Capital Management LLC
INCREASED1,4001,100+300+27%$81.2K$84.5K+$3.3K2026-10-13
Compass Financial Management LLC
INCREASED1,38955+1,334+2425%$4.1K$83.8K+$79.8K2026-10-30
Creative Financial Designs Inc
NEW1,315—+1,315——$79.4K—2026-11-04
Pilgrim Partners Asia Pte Ltd
NEW1,300—+1,300——$78.5K—2026-10-29
Thurston, Springer, Miller, Herd & Titak, Inc.
INCREASED1,2091,120+89+8%$82.7K$73.0K-$9.7K2026-10-14
Heritage Family Offices, LLP
NEW1,193—+1,193——$72.0K—2026-11-02
Elevation Wealth Partners, LLC
UNCHANGED93993900%$69.3K$56.7K-$12.7K2026-10-07
IFP Advisors, Inc
INCREASED921438+483+110%$32.3K$55.6K+$23.2K2026-10-16
Lanark Financial, Inc.
DECREASED680755-75-10%$55.8K$41.0K-$14.7K2026-10-26
Root Financial Partners, LLC
NEW665—+665——$40.1K—2026-10-21
Chung Wu Investment Group, LLC
DECREASED6003,180-2,580-81%$234.8K$36.2K-$198.6K2026-11-03
Ascentis Wealth Management, LLC
INCREASED600200+400+200%$14.8K$36.2K+$21.4K2026-11-03
Quaker Wealth Management, LLC
DECREASED4752,975-2,500-84%$219.7K$28.7K-$191.0K2026-10-22
Winthrop Capital Management, LLC
DECREASED469795-326-41%$59$28.3K+$28.3K2026-11-05
EverSource Wealth Advisors, LLC
UNCHANGED42542500%$31.4K$25.7K-$5.7K2026-11-04
Larson Financial Group LLC
INCREASED42251+371+727%$3.8K$25.5K+$21.7K2026-11-05
Legacy Bridge, LLC
DECREASED330705-375-53%$52.1K$19.9K-$32.1K2026-10-28
Comprehensive Financial Planning, Inc.
DECREASED300365-65-18%$27.0K$18.1K-$8.8K2026-10-27
IFS Advisors, LLC
NEW242—+242——$14.6K—2026-10-14
Acumen Wealth Advisors, LLC
NEW220—+220——$13.3K—2026-11-05
Bfsg, LLC
UNCHANGED21921900%$16.2K$13.2K-$3.0K2026-10-30
Blue Bell Private Wealth Management, LLC
NEW211—+211——$12.7K—2026-10-29
Cedar Mountain Advisors, LLC
NEW200—+200——$12.1K—2026-10-15
Signaturefd, LLC
INCREASED20070+130+186%$5.2K$12.1K+$6.9K2026-10-23
Archer Investment Corp
DECREASED200248-48-19%$18.3K$12.1K-$6.2K2026-11-05
Signature Equity Partners, LLC
INCREASED18420+164+820%$1.5K$11.1K+$9.6K2026-10-29
Triumph Capital Management
DECREASED180350-170-49%$25.8K$10.9K-$15.0K2026-10-14
Transce3nd, LLC
NEW152—+152——$7.5K—2026-10-26
Tradewinds Capital Management, LLC
NEW150—+150——$9.1K—2026-10-23
Rossby Financial, LCC
INCREASED15016+134+838%$1.2K$9.1K+$7.9K2026-11-05
Vima LLC
UNCHANGED15015000%$11.1K$9.1K-$2.0K2026-10-23
Bullock Wealth Management Group
UNCHANGED14814800%$9.7K$9.2K-$5672026-10-09
Reap Financial Group, LLC
NEW127—+127——$7.7K—2026-11-02
West Paces Advisors Inc.
NEW125—+125——$7.5K—2026-10-13
SJS Investment Consulting Inc.
NEW125—+125——$7.5K—2026-10-26
Private Trust Co NA
DECREASED100867-767-88%$64.0K$6.0K-$58.0K2026-10-20
Financial Perspectives, Inc
UNCHANGED10010000%$7.4K$6.0K-$1.3K2026-11-03
Avion Wealth
UNCHANGED10010000%$7$6-$12026-11-04
Sterling Capital Management LLC
UNCHANGED838300%$6.1K$5.0K-$1.1K2026-10-22
Madden Securities Corp
NEW70—+70——$4.2K—2026-10-27
RMG Wealth Management LLC
NEW60—+60——$2.8K—2026-10-26
Trust Co
NEW58—+58——$3.5K—2026-10-09
Farmers & Merchants Investments Inc
INCREASED5627+29+107%$2.0K$3.4K+$1.4K2026-10-22
Financial Consulate, Inc
UNCHANGED515100%$3.8K$3.1K-$6882026-10-23
Flagship Wealth Advisors, LLC
NEW50—+50——$3.0K—2026-11-03
Murphy & Mullick Capital Management Corp
UNCHANGED505000%$3.7K$3.0K-$6752026-11-02
Parkside Financial Bank & Trust
NEW34—+34——$2.1K—2026-10-27
Armstrong Advisory Group, Inc
UNCHANGED262600%$1.9K$1.6K-$3512026-10-09
Adirondack Trust Co
NEW19—+19——$1.1K—2026-10-14
Financial Management Professionals, Inc.
NEW17—+17——$1.0K—2026-10-23
Rosenberg Matthew Hamilton
NEW15—+15——$905—2026-10-05
Main Street Group, LTD
NEW6—+6——$362—2026-10-28
Shengqi Capital (Hong Kong) Ltd
CLOSED0520,000-520,000-100%$38.4M$0-$38.4M2026-11-05
Commonwealth Financial Services, LLC
CLOSED057,684-57,684-100%$4.3M$0-$4.3M2026-10-20
Capstone Wealth Management Group, LLC
CLOSED043,748-43,748-100%$3.2M$0-$3.2M2026-11-05
Altfest L J & Co Inc
CLOSED042,768-42,768-100%$3.2M$0-$3.2M2026-10-27
Smart Wealth LLC
CLOSED027,943-27,943-100%$2.1M$0-$2.1M2026-11-04
IPG Investment Advisors LLC
CLOSED027,358-27,358-100%$2.0M$0-$2.0M2026-10-30
Ramiah Investment Group
CLOSED026,321-26,321-100%$1.9M$0-$1.9M2026-10-20
Wespac Advisors, LLC
CLOSED020,946-20,946-100%$1.5M$0-$1.5M2026-10-26
Kingdom Financial Group Llc.
CLOSED016,947-16,947-100%$1.3M$0-$1.3M2026-11-04
Third View Private Wealth, LLC
CLOSED016,445-16,445-100%$1.2M$0-$1.2M2026-10-30
Aviance Capital Partners, LLC
CLOSED012,913-12,913-100%$953.6K$0-$953.6K2026-10-29
Wealth Effects LLC
CLOSED011,650-11,650-100%$860.4K$0-$860.4K2026-10-23
CVS Health Corp
CLOSED010,000-10,000-100%$738.5K$0-$738.5K2026-11-05
Dymon Asia Capital (Singapore) Pte. Ltd.
CLOSED010,000-10,000-100%$738.5K$0-$738.5K2026-11-04
KG Capital Management
CLOSED09,275-9,275-100%$685.0K$0-$685.0K2026-10-15
Elevate Capital Advisors, LLC
CLOSED08,530-8,530-100%$629.9K$0-$629.9K2026-11-02
Perigon Wealth Management, LLC
CLOSED08,433-8,433-100%$622.8K$0-$622.8K2026-10-22
RFG Advisory, LLC
CLOSED06,325-6,325-100%$467.1K$0-$467.1K2026-11-03
Pinion Investment Advisors, LLC
CLOSED05,963-5,963-100%$440.4K$0-$440.4K2026-11-04
Vise Technologies, Inc.
CLOSED05,020-5,020-100%$370.7K$0-$370.7K2026-10-29
Pines Wealth Management, LLC
CLOSED05,000-5,000-100%$369.3K$0-$369.3K2026-10-21
Saxon Interests, Inc.
CLOSED04,750-4,750-100%$350.8K$0-$350.8K2026-10-26
Macroview Investment Management LLC
CLOSED03,363-3,363-100%$248.4K$0-$248.4K2026-10-26
Traynor Capital Management, Inc.
CLOSED03,297-3,297-100%$243.5K$0-$243.5K2026-10-29
Signature Estate & Investment Advisors LLC
CLOSED03,064-3,064-100%$226.3K$0-$226.3K2026-10-13
Certuity, LLC
CLOSED03,005-3,005-100%$221.9K$0-$221.9K2026-11-02
Griffin Asset Management, Inc.
CLOSED02,902-2,902-100%$214.3K$0-$214.3K2026-10-22
Rinkey Investments
CLOSED02,770-2,770-100%$204.6K$0-$204.6K2026-10-28
Wealthcare Capital Partners, LLC
CLOSED02,748-2,748-100%$202.9K$0-$202.9K2026-10-21
Plante Moran Financial Advisors, LLC
CLOSED01,327-1,327-100%$98.0K$0-$98.0K2026-11-04
Reyes Financial Architecture, Inc.
CLOSED0935-935-100%$69.1K$0-$69.1K2026-10-22
Covestor Ltd
CLOSED0595-595-100%$44$0-$442026-10-30
AdvisorNet Financial, Inc
CLOSED0500-500-100%$36.9K$0-$36.9K2026-10-15
Obsidian CIO, LLC
CLOSED030-30-100%$2.2K$0-$2.2K2026-11-05
Salem Investment Counselors Inc
CLOSED025-25-100%$1.8K$0-$1.8K2026-10-13
Mountain Hill Investment Partners Corp.
CLOSED010-10-100%$739$0-$7392026-10-23
Asset Dedication, LLC
CLOSED010-10-100%$739$0-$7392026-11-03
Clear Street Group Inc.
N/A—14,481,133-14,481,133-100%$1.1B———
Bessemer Group Inc
N/A—9,329,592-9,329,592-100%$689.0K———
Jane Street Group, LLC
N/A—7,193,682-7,193,682-100%$531.3M———
Goldman Sachs Group Inc
N/A—5,600,415-5,600,415-100%$413.6M———
JPMorgan Chase & Co
N/A—5,473,904-5,473,904-100%$393.8M———
Bank of Nova Scotia
N/A—4,564,460-4,564,460-100%$337.1M———
Susquehanna International Group, LLP
N/A—3,593,105-3,593,105-100%$265.4M———
Marex Group Ltd
N/A—3,313,558-3,313,558-100%$244.7M———
Morgan Stanley
N/A—2,756,064-2,756,064-100%$203.5M———
Clal Insurance Enterprises Holdings Ltd
N/A—2,684,249-2,684,249-100%$200.8K———
Group One Trading LLC
N/A—1,470,486-1,470,486-100%$108.6M———
SIH Partners, Lllp
N/A—1,275,604-1,275,604-100%$94.2M———
LMR Partners LLP
N/A—1,057,756-1,057,756-100%$78.1M———
Montanova Capital, LLC
N/A—603,000-603,000-100%$44.5M———
Bank of Montreal
N/A—554,282-554,282-100%$40.9M———
Brown Advisory Inc
N/A—516,387-516,387-100%$38.1M———
Nearwater Capital Markets, Ltd
N/A—500,000-500,000-100%$36.9M———
Bouchey Financial Group, Ltd.
N/A—468,719-468,719-100%$34.6M———
Bank of America Corp
N/A—366,746-366,746-100%$27.1M———
Polymer Capital Management (HK) LTD
N/A—343,498-343,498-100%$25.4M———
UBS Group AG
N/A—335,246-335,246-100%$24.8M———
Royal Bank of Canada
N/A—289,847-289,847-100%$21.4M———
Jump Financial, LLC
N/A—269,667-269,667-100%$19.9M———
Wellington Management Group LLP
N/A—264,265-264,265-100%$19.5M———
Bright Valley Capital Ltd
N/A—250,000-250,000-100%$18.5M———
Jain Global LLC
N/A—239,853-239,853-100%$17.7M———
Brevan Howard Capital Management LP
N/A—237,290-237,290-100%$17.5M———
Andar Capital Management HK Ltd
N/A—234,000-234,000-100%$17.3M———
LPL Financial LLC
N/A—201,256-201,256-100%$14.9M———
Walleye Trading LLC
N/A—193,246-193,246-100%$14.3M———
Members Advisory Group LLC
N/A—188,480-188,480-100%$13.9M———
Gilder Gagnon Howe & Co LLC
N/A—185,472-185,472-100%$13.7M———
Peak6 LLC
N/A—183,663-183,663-100%$13.6M———
GTS Securities LLC
N/A—159,890-159,890-100%$11.8M———
Tudor Investment Corp ET AL
N/A—148,836-148,836-100%$11.0M———
OneDigital Investment Advisors LLC
N/A—139,536-139,536-100%$10.3M———
Osaic Holdings, Inc.
N/A—135,176-135,176-100%$10.0M———
Peregrine Investment Management Inc
N/A—125,000-125,000-100%$9.2M———
Light Street Capital Management, LLC
N/A—120,000-120,000-100%$8.9M———
Balyasny Asset Management L.P.
N/A—111,707-111,707-100%$8.2M———
Momentum Wealth Planning, LLC
N/A—105,900-105,900-100%$7.8M———
SG Americas Securities, LLC
N/A—103,024-103,024-100%$7.6K———
Barclays PLC
N/A—102,511-102,511-100%$7.6M———
Empowered Funds, LLC
N/A—95,741-95,741-100%$7.1M———
ExodusPoint Capital Management, LP
N/A—90,662-90,662-100%$6.7M———
Neuberger Berman Group LLC
N/A—82,655-82,655-100%$6.1M———
Kovack Advisors, Inc.
N/A—78,236-78,236-100%$5.2M———
Walleye Capital LLC
N/A—74,972-74,972-100%$5.5M———
HighTower Advisors, LLC
N/A—61,416-61,416-100%$4.5M———
Citadel Advisors LLC
N/A—60,000-60,000-100%$4.4M———
Cantor Fitzgerald, L. P.
N/A—52,362-52,362-100%$3.9M———
Theory Financial LLC
N/A—51,118-51,118-100%$3.8M———
Point72 Asset Management, L.P.
N/A—50,000-50,000-100%$3.7M———
FirstWave Capital Management LLC
N/A—49,852-49,852-100%$3.7M———
Riho Partners, LLC
N/A—45,888-45,888-100%$3.4M———
Fortis Group Advisors, LLC
N/A—43,883-43,883-100%$3.2M———
Sanctuary Advisors, LLC
N/A—43,254-43,254-100%$3.2M———
Principal Securities, Inc.
N/A—43,194-43,194-100%$3.2M———
Arax Advisory Partners
N/A—36,071-36,071-100%$2.7M———
Focus Partners Wealth
N/A—34,770-34,770-100%$2.6M———
Mariner, LLC
N/A—32,921-32,921-100%$2.4M———
Stevens Capital Management LP
N/A—32,500-32,500-100%$2.4K———
Qube Research & Technologies Ltd
N/A—32,499-32,499-100%$2.4M———
Flow Traders U.S. LLC
N/A—32,479-32,479-100%$2.4K———
Cetera Investment Advisers
N/A—31,856-31,856-100%$2.4M———
Marshall Wace, LLP
N/A—29,927-29,927-100%$2.2M———
NewEdge Wealth, LLC
N/A—29,904-29,904-100%$2.2M———
IHT Wealth Management, LLC
N/A—28,208-28,208-100%$2.1M———
IEQ Capital, LLC
N/A—26,752-26,752-100%$2.0M———
MML Investors Services, LLC
N/A—26,267-26,267-100%$1.9M———
Sona Asset Management (US) LLC
N/A—25,800-25,800-100%$1.9M———
Arete Wealth Advisors, LLC
N/A—25,590-25,590-100%$1.9M———
Proem Advisors LLC
N/A—25,000-25,000-100%$1.8M———
Caption Management, LLC
N/A—24,000-24,000-100%$1.8M———
Snowden Capital Advisors LLC
N/A—23,784-23,784-100%$1.8M———
Gallo Partners, LP
N/A—23,681-23,681-100%$1.7M———
Beacon Pointe Advisors, LLC
N/A—23,594-23,594-100%$1.7M———
Natixis
N/A—23,548-23,548-100%$1.7M———
Scotia Capital Inc.
N/A—23,516-23,516-100%$1.7M———
Selkirk Management LLC
N/A—22,000-22,000-100%$1.6M———
Insigneo Advisory Services, LLC
N/A—21,608-21,608-100%$1.6M———
CMT Capital Markets Trading GmbH
N/A—19,517-19,517-100%$1.4K———
Envestnet Asset Management Inc
N/A—19,083-19,083-100%$1.4M———
Tidal Investments LLC
N/A—19,022-19,022-100%$1.4M———
Mutual Advisors, LLC
N/A—18,560-18,560-100%$1.4M———
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A—18,345-18,345-100%$1.4M———
Janney Montgomery Scott LLC
N/A—17,368-17,368-100%$1.3K———
Kingsview Wealth Management, LLC
N/A—17,050-17,050-100%$1.3M———
Private Advisor Group, LLC
N/A—17,040-17,040-100%$1.3M———
Silver OAK Securities, Incorporated
N/A—16,867-16,867-100%$1.2M———
Centaurus Financial, Inc.
N/A—16,518-16,518-100%$1.2K———
Stonebridge Financial Group, LLC
N/A—16,304-16,304-100%$1.2K———
Cerity Partners LLC
N/A—16,128-16,128-100%$1.2M———
Militia Capital Management LLC
N/A—15,726-15,726-100%$1.2M———
Jupiter Wealth Management LLC
N/A—15,500-15,500-100%$1.1M———
Summit Financial, LLC
N/A—15,440-15,440-100%$1.1M———
Steadtrust LLC
N/A—14,380-14,380-100%$1.1M———
Florida Financial Advisors, LLC
N/A—14,100-14,100-100%$1.0M———
Foundations Investment Advisors, LLC
N/A—13,500-13,500-100%$997.0K———
Tower Research Capital LLC (TRC)
N/A—13,382-13,382-100%$988.3K———
Fairview Capital Investment Management, LLC
N/A—12,748-12,748-100%$941.4K———
Kidder Stephen W
N/A—12,450-12,450-100%$919.4K———
Waverly Advisors, LLC
N/A—12,291-12,291-100%$907.7K———
Belpointe Asset Management LLC
N/A—12,222-12,222-100%$902.6K———
Spartan Wealth Advisory Services LLC
N/A—12,108-12,108-100%$894.2K———
Maridea Wealth Management LLC
N/A—11,927-11,927-100%$880.8K———
Millennium Management LLC
N/A—11,189-11,189-100%$826.3K———
Quantinno Capital Management LP
N/A—10,905-10,905-100%$805.3K———
DV Trading LLC
N/A—10,177-10,177-100%$734.0K———
Stephens Inc
N/A—10,175-10,175-100%$751.4K———
Bluefin Capital Management, LLC
N/A—9,990-9,990-100%$737.8K———
Berkeley Capital Partners, LLC
N/A—9,819-9,819-100%$725.1K———
CIBC World Market Inc.
N/A—9,730-9,730-100%$718.6K———
Savant Capital, LLC
N/A—9,480-9,480-100%$674.5K———
Ethos Financial Group, LLC
N/A—9,432-9,432-100%$423.0K———
Sassicaia Capital Advisers LLC
N/A—9,400-9,400-100%$694.2K———
Per Stirling Capital Management, Llc.
N/A—9,328-9,328-100%$688.9K———
NewEdge Advisors, LLC
N/A—8,790-8,790-100%$649.1K———
AE Wealth Management LLC
N/A—8,318-8,318-100%$614.3K———
Equitable Holdings, Inc.
N/A—8,153-8,153-100%$602.1K———
Steward Partners Investment Advisory, LLC
N/A—7,869-7,869-100%$581.2K———
Turner Financial Group, Inc.
N/A—7,516-7,516-100%$555.0K———
PFG Investments, LLC
N/A—7,365-7,365-100%$543.9K———
Parallax Volatility Advisers, L.P.
N/A—7,318-7,318-100%$540.4K———
K2 Principal Fund, L.P.
N/A—7,200-7,200-100%$531.7K———
Clearstead Advisors, LLC
N/A—7,115-7,115-100%$525.4K———
Vienna Asset Management LLC
N/A—7,100-7,100-100%$524.3K———
Captrust Financial Advisors
N/A—6,961-6,961-100%$514.1K———
Merit Financial Group, LLC
N/A—6,722-6,722-100%$496.4K———
Sequoia Financial Advisors, LLC
N/A—6,718-6,718-100%$496.1K———
Warther Private Wealth, LLC
N/A—6,690-6,690-100%$494.1K———
Sankala Group LLC
N/A—6,572-6,572-100%$361.3K———
Permanent Capital Management, LP
N/A—6,483-6,483-100%$478.8K———
Thoroughbred Financial Services, LLC
N/A—6,155-6,155-100%$454———
Tradition Wealth Management, LLC
N/A—5,971-5,971-100%$441.0K———
Astoria Portfolio Advisors Llc.
N/A—5,769-5,769-100%$426.0K———
Betterment LLC
N/A—5,577-5,577-100%$412———
TFR Capital, Llc.
N/A—5,525-5,525-100%$408.0K———
EP Wealth Advisors, LLC
N/A—5,489-5,489-100%$405.4K———
&partners
N/A—5,462-5,462-100%$403.4K———
Seaview Investment Managers LLC
N/A—5,077-5,077-100%$374.9K———
Raymond James Financial Inc
N/A—5,075-5,075-100%$374.8K———
Harbour Investments, Inc.
N/A—4,922-4,922-100%$363.5K———
SCS Capital Management LLC
N/A—4,691-4,691-100%$346.4K———
Gentry Private Wealth, LLC
N/A—4,679-4,679-100%$345.5K———
Hilltop Holdings Inc.
N/A—4,510-4,510-100%$333.1K———
Schonfeld Strategic Advisors LLC
N/A—4,400-4,400-100%$324.9K———
Integrated Wealth Concepts LLC
N/A—4,318-4,318-100%$318.9K———
PNC Financial Services Group, Inc.
N/A—4,100-4,100-100%$302.8K———
Leigh Baldwin & Co., LLC
N/A—4,090-4,090-100%$302.0K———
Requisite Capital Management, LLC
N/A—4,084-4,084-100%$301.6K———
Ausdal Financial Partners, Inc.
N/A—3,985-3,985-100%$294.3K———
Aldebaran Financial Inc.
N/A—3,985-3,985-100%$294.3K———
Mandatum Life Insurance Co Ltd
N/A—3,795-3,795-100%$280.2K———
Great Valley Advisor Group, Inc.
N/A—3,781-3,781-100%$279.2K———
Nwam LLC
N/A—3,675-3,675-100%$271.4K———
Moors & Cabot, Inc.
N/A—3,640-3,640-100%$268.8K———
Mercer Global Advisors Inc
N/A—3,420-3,420-100%$252.6K———
National Bank of Canada
N/A—3,406-3,406-100%$251.5K———
Financial Engines Advisors L.L.C.
N/A—3,404-3,404-100%$251.4K———
Western Wealth Management, LLC
N/A—3,313-3,313-100%$244.7K———
Advisory Services Network, LLC
N/A—3,193-3,193-100%$235.8K———
Performance Wealth Partners, LLC
N/A—3,152-3,152-100%$232.8K———
Federation des caisses Desjardins du Quebec
N/A—3,025-3,025-100%$223.4K———
Hayek Kallen Investment Management
N/A—2,900-2,900-100%$214———
Silicon Valley Capital Partners
N/A—2,639-2,639-100%$194.9K———
Global Retirement Partners, LLC
N/A—2,472-2,472-100%$182.6K———
Ameritas Advisory Services, LLC
N/A—2,318-2,318-100%$171.2K———
Allworth Financial LP
N/A—2,236-2,236-100%$165.1K———
PIN OAK Investment Advisors Inc
N/A—2,109-2,109-100%$156———
Toronto Dominion Bank
N/A—1,000-1,000-100%$74.0K———
Wells Fargo & Company
N/A—1,000-1,000-100%$73.9K———
EFG International AG
N/A—845-845-100%$62.3K———
Oakmont Advisory Group, LLC
N/A—811-811-100%$59.9K———
BTG Pactual Asset Management US LLC
N/A—647-647-100%$47.8K———
Crewe Advisors LLC
N/A—619-619-100%$45.7K———
Fourth Dimension Wealth, LLC
N/A—500-500-100%$36.9K———
Migdal Insurance & Financial Holdings Ltd.
N/A—500-500-100%$36.9K———
Mark Sheptoff Financial Planning, LLC
N/A—500-500-100%$36.9K———
BFC Planning, Inc.
N/A—494-494-100%$36.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—400-400-100%$29.5K———
Vinland Capital Management Gestora de Recursos Ltda.
N/A—400-400-100%$152.8K———
Atlantic Union Bankshares Corp
N/A—359-359-100%$26.5K———
SHP Wealth Management
N/A—276-276-100%$20.4K———
Caitlin John, LLC
N/A—275-275-100%$20.3K———
Institute for Wealth Management, Llc.
N/A—210-210-100%$15.5K———
Leo H. Evart, Inc.
N/A—200-200-100%$14.8K———
MidFirst Bank
N/A—175-175-100%$12.9K———
Strive Financial Group,LLC
N/A—170-170-100%$12.6K———
Roble, Belko & Company, Inc
N/A—152-152-100%$11———
Strategic Investment Solutions, Inc.
N/A—107-107-100%$7.9K———
Truvestments Capital LLC
N/A—100-100-100%$7.4K———
Fiduciary Financial Advisors
N/A—90-90-100%$17.8K———
IMA Advisory Services, Inc.
N/A—53-53-100%$3.9K———
McMillan Office, Inc.
N/A—50-50-100%$3.7K———
Ankerstar Wealth, LLC
N/A—50-50-100%$3.7K———
Peterson Wealth Management
N/A—47-47-100%$3.5K———
HHM Wealth Advisors, LLC
N/A—40-40-100%$3.0K———
Ravenswood Partners LP
N/A—38-38-100%$2.8K———
Swan Capital LLC
N/A—30-30-100%$2.2K———
Ancora Advisors LLCA
N/A—29-29-100%$2.1K———
Northwestern Mutual Wealth Management Co
N/A—20-20-100%$1.5K———
SouthState Bank Corp
N/A—16-16-100%$1.2K———
Hollencrest Capital Management
N/A—15-15-100%$1.1K———
Bogart Wealth, LLC
N/A—10-10-100%$719———
Berkshire Capital Holdings Inc
N/A—10-10-100%$739———
Ogorek Anthony Joseph
N/A—00—$0———
Showing 452 of 452 institutions