SS Spdr P Long Term C ETF (SPLB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Rockland Trust Co

INCREASED

Shares2,155,486 from 2,029,619

Change+125,867 (+6%)

Value$43.9M (-$1.5M)

Filed 2026-10-05

NYL Investors LLC

INCREASED

Shares1,465,901 from 1,460,850

Change+5,051 (+0%)

Value$29.9M (-$2.8M)

Filed 2026-11-03

Assetmark, Inc

INCREASED

Shares804,679 from 502,849

Change+301,830 (+60%)

Value$16.4M (+$5.1M)

Filed 2026-10-21

PFG Advisors

INCREASED

Shares518,747 from 484,688

Change+34,059 (+7%)

Value$10.6M (-$285.0K)

Filed 2026-10-16

White & Co Financial Planning Inc

INCREASED

Shares477,474 from 421,974

Change+55,500 (+13%)

Value$10.6M (+$1.2M)

Filed 2026-10-16

Mirae Asset Global Investments Co., Ltd.

INCREASED

Shares459,000 from 379,000

Change+80,000 (+21%)

Value$9.4M (+$864.8K)

Filed 2026-11-03

Park Avenue Securities LLC

INCREASED

Shares419,787 from 389,874

Change+29,913 (+8%)

Value$8.6K (-$8.7M)

Filed 2026-10-26

Arrien Investments, Inc.

DECREASED

Shares359,864 from 394,040

Change-34,176 (-9%)

Value$7.3M (-$1.5M)

Filed 2026-10-30

Hedeker Wealth, LLC

INCREASED

Shares349,006 from 335,036

Change+13,970 (+4%)

Value$7.1M (-$392.1K)

Filed 2026-10-23

Bank of New York Mellon Corp

DECREASED

Shares238,134 from 254,912

Change-16,778 (-7%)

Value$4.9M (-$856.9K)

Filed 2026-11-05

Fjell Capital, LLC

NEW

Shares208,327

Change+208,327

Value$4.2M

Filed 2026-10-13

Roan Capital Partners

INCREASED

Shares184,855 from 175,836

Change+9,019 (+5%)

Value$3.8M (-$171.4K)

Filed 2026-10-09

Aspire Private Capital, LLC

INCREASED

Shares176,624 from 166,659

Change+9,965 (+6%)

Value$3.6M (-$133.6K)

Filed 2026-11-05

Westside Investment Management, Inc.

INCREASED

Shares153,420 from 130,611

Change+22,809 (+17%)

Value$3.1M (+$200.7K)

Filed 2026-11-02

Landmark Wealth Management, Inc.

INCREASED

Shares140,674 from 107,676

Change+32,998 (+31%)

Value$2.9M (+$455.0K)

Filed 2026-11-04

Aspetuck Financial Management LLC

INCREASED

Shares125,458 from 121,014

Change+4,444 (+4%)

Value$2.6M (-$153.9K)

Filed 2026-11-04

Conning Inc.

UNCHANGED

Shares124,080 from 124,080

Change0 (0%)

Value$2.5M (-$250.6K)

Filed 2026-10-27

Raleigh Capital Management Inc.

INCREASED

Shares120,956 from 102,169

Change+18,787 (+18%)

Value$2.5M (+$176.5K)

Filed 2026-10-28

Signal Advisors Wealth, LLC

INCREASED

Shares118,535 from 62,422

Change+56,113 (+90%)

Value$2.4M (+$1.0M)

Filed 2026-10-13

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares100,421 from 128,751

Change-28,330 (-22%)

Value$2.1M (-$765.8K)

Filed 2026-10-13

Wealth Management Nebraska

NEW

Shares80,570

Change+80,570

Value$1.6M

Filed 2026-10-26

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares80,302 from 96,768

Change-16,466 (-17%)

Value$1.6K (-$2.2M)

Filed 2026-11-02

IFP Advisors, Inc

INCREASED

Shares71,786 from 70,327

Change+1,459 (+2%)

Value$1.5M (-$112.3K)

Filed 2026-10-16

Novem Group

INCREASED

Shares69,723 from 64,763

Change+4,960 (+8%)

Value$1.4M (-$29.7K)

Filed 2026-10-19

J.W. Cole Advisors, Inc.

DECREASED

Shares63,406 from 66,419

Change-3,013 (-5%)

Value$1.3M (-$195.6K)

Filed 2026-11-05

Truefg, LLC

INCREASED

Shares54,657 from 51,950

Change+2,707 (+5%)

Value$1.1M (-$49.8K)

Filed 2026-10-15

Capstone Wealth Management Group, LLC

DECREASED

Shares53,885 from 78,899

Change-25,014 (-32%)

Value$1.2M (-$521.5K)

Filed 2026-11-05

Midwest Financial Network, LLC

INCREASED

Shares52,089 from 37,626

Change+14,463 (+38%)

Value$1.1M (+$218.9K)

Filed 2026-10-13

Boltwood Capital Management

DECREASED

Shares44,550 from 44,850

Change-300 (-1%)

Value$907.9K (-$96.7K)

Filed 2026-10-02

Legacy Wealth Partners, LLC

INCREASED

Shares43,857 from 30,013

Change+13,844 (+46%)

Value$893.8K (+$221.5K)

Filed 2026-10-15

Koshinski Asset Management, Inc.

DECREASED

Shares38,437 from 39,979

Change-1,542 (-4%)

Value$783.3K (-$112.2K)

Filed 2026-10-29

Spectrum Wealth Advisory Group, LLC

DECREASED

Shares37,049 from 39,903

Change-2,854 (-7%)

Value$755.1K (-$138.8K)

Filed 2026-10-29

Strategic Advocates LLC

DECREASED

Shares36,159 from 37,136

Change-977 (-3%)

Value$736.9K (-$94.9K)

Filed 2026-11-03

Prospera Financial Services Inc

DECREASED

Shares35,365 from 52,014

Change-16,649 (-32%)

Value$743.6K (-$421.9K)

Filed 2026-11-04

Lockerman Financial Group, Inc.

INCREASED

Shares34,215 from 26,781

Change+7,434 (+28%)

Value$697.3K (+$97.4K)

Filed 2026-10-19

Sigma Planning Corp

DECREASED

Shares32,757 from 54,409

Change-21,652 (-40%)

Value$667.6K (-$551.2K)

Filed 2026-10-23

Hibernia Wealth Partners, LLC

INCREASED

Shares31,849 from 10,299

Change+21,550 (+209%)

Value$649.1K (+$418.4K)

Filed 2026-10-29

Lanark Financial, Inc.

NEW

Shares31,207

Change+31,207

Value$636.0K

Filed 2026-10-26

Creative Financial Designs Inc

DECREASED

Shares30,562 from 32,328

Change-1,766 (-5%)

Value$622.9K (-$101.3K)

Filed 2026-11-04

Insight Advisors, LLC/ PA

DECREASED

Shares30,539 from 30,744

Change-205 (-1%)

Value$622.4K (-$66.3K)

Filed 2026-10-22

International Private Wealth Advisors LLC

INCREASED

Shares26,291 from 19,224

Change+7,067 (+37%)

Value$535.8K (+$105.2K)

Filed 2026-11-05

Advisor OS, LLC

DECREASED

Shares24,732 from 25,704

Change-972 (-4%)

Value$504.0K (-$71.7K)

Filed 2026-11-03

Sharkey, Howes & Javer

DECREASED

Shares24,536 from 29,474

Change-4,938 (-17%)

Value$500.0K (-$160.2K)

Filed 2026-10-22

DWM Financial Group, Inc.

NEW

Shares24,334

Change+24,334

Value$495.9K

Filed 2026-10-28

RMR Capital Management, LLC

UNCHANGED

Shares23,971 from 23,971

Change0 (0%)

Value$488.5K (-$48.4K)

Filed 2026-10-23

LifeGoal Investments, LLC

INCREASED

Shares23,653 from 11,654

Change+11,999 (+103%)

Value$482.0K (+$221.0K)

Filed 2026-10-09

Ascent Group, LLC

INCREASED

Shares22,582 from 11,332

Change+11,250 (+99%)

Value$460.2K (+$206.4K)

Filed 2026-10-30

StoneX Group Inc.

INCREASED

Shares22,008 from 13,971

Change+8,037 (+58%)

Value$448.5K (+$135.1K)

Filed 2026-11-03

Outlook Wealth Advisors, LLC

INCREASED

Shares21,501 from 13,888

Change+7,613 (+55%)

Value$438.2K (+$127.5K)

Filed 2026-10-28

Kestra Advisory Services, LLC

INCREASED

Shares20,920 from 17,619

Change+3,301 (+19%)

Value$426.4K (+$31.7K)

Filed 2026-11-02

Balefire, LLC

INCREASED

Shares20,899 from 9,983

Change+10,916 (+109%)

Value$425.9K (+$202.3K)

Filed 2026-10-09

Global Financial Private Client, LLC

INCREASED

Shares20,358 from 19,394

Change+964 (+5%)

Value$414.9K (-$19.5K)

Filed 2026-10-15

Richardson Financial Services Inc.

INCREASED

Shares19,912 from 11,318

Change+8,594 (+76%)

Value$405.8K (+$152.3K)

Filed 2026-10-30

Econ Financial Services Corp

DECREASED

Shares17,954 from 525,451

Change-507,497 (-97%)

Value$365.9K (-$11.4M)

Filed 2026-10-19

Axxcess Wealth Management, LLC

DECREASED

Shares17,899 from 22,949

Change-5,050 (-22%)

Value$364.8K (-$149.3K)

Filed 2026-10-21

Fifth Third Securities, Inc.

INCREASED

Shares17,669 from 14,539

Change+3,130 (+22%)

Value$360.1K (+$34.4K)

Filed 2026-10-21

WealthPoint Financial, LLC

INCREASED

Shares17,502 from 12,943

Change+4,559 (+35%)

Value$356.7K (+$66.8K)

Filed 2026-11-03

HF Advisory Group, LLC

INCREASED

Shares16,669 from 15,418

Change+1,251 (+8%)

Value$339.7K (-$5.7K)

Filed 2026-10-09

Valtinson Bruner Financial Planning LLC

NEW

Shares15,159

Change+15,159

Value$308.9K

Filed 2026-11-02

McMill Wealth Management

NEW

Shares15,069

Change+15,069

Value$307.1K

Filed 2026-11-05

Vise Technologies, Inc.

NEW

Shares14,911

Change+14,911

Value$303.9K

Filed 2026-10-29

Heritage Wealth Management, Inc.

INCREASED

Shares14,200 from 9,600

Change+4,600 (+48%)

Value$289.4K (+$74.4K)

Filed 2026-10-28

Commonwealth Equity Services, LLC

INCREASED

Shares13,495 from 11,508

Change+1,987 (+17%)

Value$275.0K (+$17.2K)

Filed 2026-11-02

Balboa Wealth Partners

INCREASED

Shares12,834 from 11,775

Change+1,059 (+9%)

Value$261.6K (-$2.2K)

Filed 2026-10-20

Twelve Points Wealth Management LLC

DECREASED

Shares11,763 from 15,271

Change-3,508 (-23%)

Value$247.3K (-$94.8K)

Filed 2026-11-03

Decker Retirement Planning Inc.

INCREASED

Shares11,560 from 9,041

Change+2,519 (+28%)

Value$235.6K (+$33.1K)

Filed 2026-10-19

Choreo, LLC

INCREASED

Shares11,481 from 11,327

Change+154 (+1%)

Value$234.0K (-$19.7K)

Filed 2026-10-28

Bria Capital Group, LLC

UNCHANGED

Shares10,923 from 10,923

Change0 (0%)

Value$222.6K (-$22.1K)

Filed 2026-10-22

Smart Wealth LLC

NEW

Shares9,930

Change+9,930

Value$202.4K

Filed 2026-11-04

Aegis Wealth Management, Inc.

NEW

Shares9,909

Change+9,909

Value$201.9K

Filed 2026-10-26

Private Trust Co NA

INCREASED

Shares8,125 from 8,066

Change+59 (+1%)

Value$165.6K (-$15.1K)

Filed 2026-10-20

Farther Finance Advisors, LLC

DECREASED

Shares7,286 from 8,194

Change-908 (-11%)

Value$148.5K (-$35.1K)

Filed 2026-10-08

CoreCap Advisors, LLC

DECREASED

Shares6,876 from 7,414

Change-538 (-7%)

Value$140.1K (-$25.9K)

Filed 2026-10-08

SBI Securities Co., Ltd.

INCREASED

Shares4,857 from 4,832

Change+25 (+1%)

Value$99.0K (-$9.3K)

Filed 2026-10-22

Triumph Capital Management

INCREASED

Shares4,840 from 3,913

Change+927 (+24%)

Value$98.6K (+$11.0K)

Filed 2026-10-14

Morton Brown Family Wealth, LLC

NEW

Shares4,732

Change+4,732

Value$96.4K

Filed 2026-10-23

Nfsg Corp

INCREASED

Shares3,390 from 3,343

Change+47 (+1%)

Value$69.1K (-$5.8K)

Filed 2026-10-15

RMG Wealth Management LLC

DECREASED

Shares2,827 from 3,898

Change-1,071 (-27%)

Value$59.6K (-$23.7K)

Filed 2026-10-26

US Bancorp \de\

UNCHANGED

Shares2,285 from 2,285

Change0 (0%)

Value$46.6K (-$4.6K)

Filed 2026-11-05

Elevated Capital Advisors, LLC

DECREASED

Shares2,271 from 2,476

Change-205 (-8%)

Value$46.3K (-$9.2K)

Filed 2026-11-04

Brown, Lisle Ings, Inc.

DECREASED

Shares2,033 from 2,472

Change-439 (-18%)

Value$41.4K (-$13.9K)

Filed 2026-10-16

Signature Equity Partners, LLC

UNCHANGED

Shares1,478 from 1,478

Change0 (0%)

Value$30.1K (-$3.0K)

Filed 2026-10-29

Fifth Third Bancorp

INCREASED

Shares1,425 from 1,404

Change+21 (+2%)

Value$29.0K (-$2.4K)

Filed 2026-11-05

James T. Borello RIA

UNCHANGED

Shares1,385 from 1,385

Change0 (0%)

Value$28.2K (-$2.8K)

Filed 2026-10-16

Pinnacle Wealth Planning Services, Inc.

NEW

Shares626

Change+626

Value$12.8K

Filed 2026-10-27

Bullock Wealth Management Group

DECREASED

Shares597 from 811

Change-214 (-26%)

Value$12.1K (-$5.9K)

Filed 2026-10-09

Covestor Ltd

INCREASED

Shares469 from 149

Change+320 (+215%)

Value$10 (+$7)

Filed 2026-10-30

Buck Wealth Strategies, LLC

INCREASED

Shares427 from 268

Change+159 (+59%)

Value$8.7K (+$2.7K)

Filed 2026-10-28

Cape Investment Advisory, Inc.

NEW

Shares417

Change+417

Value$8.5K

Filed 2026-10-13

Physician Wealth Advisors, Inc.

NEW

Shares318

Change+318

Value$6.5K

Filed 2026-10-20

Evolution Wealth Management Inc.

UNCHANGED

Shares147 from 147

Change0 (0%)

Value$3.0K (-$297)

Filed 2026-10-28

Quest 10 Wealth Builders, Inc.

INCREASED

Shares107 from 15

Change+92 (+613%)

Value$2.2K (+$1.8K)

Filed 2026-11-02

Larson Financial Group LLC

INCREASED

Shares97 from 96

Change+1 (+1%)

Value$2.0K (-$166)

Filed 2026-11-05

Heritage Family Offices, LLP

NEW

Shares86

Change+86

Value$1.8K

Filed 2026-11-02

Citigroup Inc

NEW

Shares71

Change+71

Value$1.4K

Filed 2026-11-04

Ascentis Independent Advisors

NEW

Shares59

Change+59

Value$1.2K

Filed 2026-11-03

Eastern Bank

DECREASED

Shares44 from 95

Change-51 (-54%)

Value$897 (-$1.2K)

Filed 2026-10-05

Simplex Trading, LLC

DECREASED

Shares26 from 255

Change-229 (-90%)

Value$529 (-$5.2K)

Filed 2026-11-04

Networth Advisors, LLC

NEW

Shares15

Change+15

Value$306

Filed 2026-11-03

Key Capital Management, Inc

INCREASED

Shares14 from 10

Change+4 (+40%)

Value$285 (+$61)

Filed 2026-11-03

Root Financial Partners, LLC

NEW

Shares2

Change+2

Value$41

Filed 2026-10-21

Rossby Financial, LCC

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$41 (-$4)

Filed 2026-11-05

Summit Securities Group LLC

NEW

Shares1

Change+1

Value$20

Filed 2026-11-05

Cornerstone Planning Group LLC

CLOSED

Shares0 from 3,729

Change-3,729 (-100%)

Value$0 (-$80.6K)

Filed 2026-10-16

International Assets Investment Management, LLC

CLOSED

Shares0 from 1,838

Change-1,838 (-100%)

Value$0 (-$40.8K)

Filed 2026-11-02

AdvisorNet Financial, Inc

CLOSED

Shares0 from 1,000

Change-1,000 (-100%)

Value$0 (-$22.4K)

Filed 2026-10-15

Horizon Financial Services, LLC

UNCHANGED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2026-11-04

State Street Corp

N/A

Shares— from 4,795,091

Change-4,795,091 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 4,627,182

Change-4,627,182 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 4,160,100

Change-4,160,100 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 950,899

Change-950,899 (-100%)

Value—

Clark Capital Management Group, Inc.

N/A

Shares— from 915,153

Change-915,153 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 882,541

Change-882,541 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 842,333

Change-842,333 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 823,018

Change-823,018 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 791,720

Change-791,720 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 763,927

Change-763,927 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 763,272

Change-763,272 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 686,345

Change-686,345 (-100%)

Value—

Gotham Asset Management, LLC

N/A

Shares— from 683,691

Change-683,691 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 547,675

Change-547,675 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 443,647

Change-443,647 (-100%)

Value—

Goldstone Financial Group, LLC

N/A

Shares— from 417,214

Change-417,214 (-100%)

Value—

Graney & King, LLC

N/A

Shares— from 399,368

Change-399,368 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 375,423

Change-375,423 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 274,303

Change-274,303 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 267,557

Change-267,557 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 206,323

Change-206,323 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 171,153

Change-171,153 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 164,755

Change-164,755 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 121,740

Change-121,740 (-100%)

Value—

Cary Street Partners Financial LLC

N/A

Shares— from 121,199

Change-121,199 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 117,759

Change-117,759 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 97,119

Change-97,119 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 93,668

Change-93,668 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 90,908

Change-90,908 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 83,752

Change-83,752 (-100%)

Value—

Arete Wealth Advisors, LLC

N/A

Shares— from 80,207

Change-80,207 (-100%)

Value—

Advyzon Investment Management, LLC

N/A

Shares— from 79,721

Change-79,721 (-100%)

Value—

UBS Group AG

N/A

Shares— from 78,962

Change-78,962 (-100%)

Value—

Caitlin John, LLC

N/A

Shares— from 76,947

Change-76,947 (-100%)

Value—

Fourth Dimension Wealth, LLC

N/A

Shares— from 66,918

Change-66,918 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 66,862

Change-66,862 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 53,231

Change-53,231 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 47,812

Change-47,812 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 44,683

Change-44,683 (-100%)

Value—

Ally Invest Advisors Inc.

N/A

Shares— from 44,547

Change-44,547 (-100%)

Value—

GWN Securities Inc.

N/A

Shares— from 41,168

Change-41,168 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 39,983

Change-39,983 (-100%)

Value—

KKM Financial LLC

N/A

Shares— from 38,514

Change-38,514 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 33,924

Change-33,924 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 33,049

Change-33,049 (-100%)

Value—

Novus Advisors, LLC

N/A

Shares— from 31,761

Change-31,761 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 31,238

Change-31,238 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 22,307

Change-22,307 (-100%)

Value—

Belpointe Asset Management LLC

N/A

Shares— from 21,830

Change-21,830 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 20,212

Change-20,212 (-100%)

Value—

Level Four Advisory Services, LLC

N/A

Shares— from 18,347

Change-18,347 (-100%)

Value—

&partners

N/A

Shares— from 16,357

Change-16,357 (-100%)

Value—

Entelevest, LLC

N/A

Shares— from 16,353

Change-16,353 (-100%)

Value—

RiverFront Investment Group, LLC

N/A

Shares— from 15,139

Change-15,139 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 14,690

Change-14,690 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 13,942

Change-13,942 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 13,812

Change-13,812 (-100%)

Value—

Pinnacle Financial Partners, Inc.

N/A

Shares— from 13,690

Change-13,690 (-100%)

Value—

One Wealth Map LLC

N/A

Shares— from 12,759

Change-12,759 (-100%)

Value—

Collaborative Wealth Managment Inc.

N/A

Shares— from 12,649

Change-12,649 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 12,115

Change-12,115 (-100%)

Value—

Valmark Advisers, Inc.

N/A

Shares— from 11,565

Change-11,565 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 11,084

Change-11,084 (-100%)

Value—

Byrne Financial Freedom, LLC

N/A

Shares— from 10,788

Change-10,788 (-100%)

Value—

WealthShield Partners, LLC

N/A

Shares— from 10,273

Change-10,273 (-100%)

Value—

Ausdal Financial Partners, Inc.

N/A

Shares— from 9,706

Change-9,706 (-100%)

Value—

GeoWealth Management, LLC

N/A

Shares— from 8,918

Change-8,918 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 7,828

Change-7,828 (-100%)

Value—

Strive Financial Group,LLC

N/A

Shares— from 6,579

Change-6,579 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 5,272

Change-5,272 (-100%)

Value—

Strategic Investment Advisors / MI

N/A

Shares— from 4,514

Change-4,514 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 4,433

Change-4,433 (-100%)

Value—

Richard W. Paul & Associates, LLC

N/A

Shares— from 3,712

Change-3,712 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 3,475

Change-3,475 (-100%)

Value—

New England Asset Management Inc

N/A

Shares— from 3,000

Change-3,000 (-100%)

Value—

IMA Advisory Services, Inc.

N/A

Shares— from 2,500

Change-2,500 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 2,341

Change-2,341 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 2,232

Change-2,232 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 1,985

Change-1,985 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 1,729

Change-1,729 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 994

Change-994 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 631

Change-631 (-100%)

Value—

FMR LLC

N/A

Shares— from 467

Change-467 (-100%)

Value—

Blair William & Co

N/A

Shares— from 436

Change-436 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 101

Change-101 (-100%)

Value—

N.E.W. Advisory Services LLC

N/A

Shares— from 92

Change-92 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 76

Change-76 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 71

Change-71 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 14

Change-14 (-100%)

Value—

Darwin Wealth Management, LLC

N/A

Shares— from 8

Change-8 (-100%)

Value—

Atomic Invest LLC

N/A

Shares— from 4

Change-4 (-100%)

Value—

Barclays PLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Rockland Trust Co	INCREASED	2,155,486	2,029,619	+125,867	+6%	$45.5M	$43.9M	-$1.5M	2026-10-05
NYL Investors LLC	INCREASED	1,465,901	1,460,850	+5,051	+0%	$32.7M	$29.9M	-$2.8M	2026-11-03
Assetmark, Inc	INCREASED	804,679	502,849	+301,830	+60%	$11.3M	$16.4M	+$5.1M	2026-10-21
PFG Advisors	INCREASED	518,747	484,688	+34,059	+7%	$10.9M	$10.6M	-$285.0K	2026-10-16
White & Co Financial Planning Inc	INCREASED	477,474	421,974	+55,500	+13%	$9.5M	$10.6M	+$1.2M	2026-10-16
Mirae Asset Global Investments Co., Ltd.	INCREASED	459,000	379,000	+80,000	+21%	$8.5M	$9.4M	+$864.8K	2026-11-03
Park Avenue Securities LLC	INCREASED	419,787	389,874	+29,913	+8%	$8.7M	$8.6K	-$8.7M	2026-10-26
Arrien Investments, Inc.	DECREASED	359,864	394,040	-34,176	-9%	$8.8M	$7.3M	-$1.5M	2026-10-30
Hedeker Wealth, LLC	INCREASED	349,006	335,036	+13,970	+4%	$7.5M	$7.1M	-$392.1K	2026-10-23
Bank of New York Mellon Corp	DECREASED	238,134	254,912	-16,778	-7%	$5.7M	$4.9M	-$856.9K	2026-11-05
Fjell Capital, LLC	NEW	208,327	—	+208,327	—	—	$4.2M	—	2026-10-13
Roan Capital Partners	INCREASED	184,855	175,836	+9,019	+5%	$3.9M	$3.8M	-$171.4K	2026-10-09
Aspire Private Capital, LLC	INCREASED	176,624	166,659	+9,965	+6%	$3.7M	$3.6M	-$133.6K	2026-11-05
Westside Investment Management, Inc.	INCREASED	153,420	130,611	+22,809	+17%	$2.9M	$3.1M	+$200.7K	2026-11-02
Landmark Wealth Management, Inc.	INCREASED	140,674	107,676	+32,998	+31%	$2.4M	$2.9M	+$455.0K	2026-11-04
Aspetuck Financial Management LLC	INCREASED	125,458	121,014	+4,444	+4%	$2.7M	$2.6M	-$153.9K	2026-11-04
Conning Inc.	UNCHANGED	124,080	124,080	0	0%	$2.8M	$2.5M	-$250.6K	2026-10-27
Raleigh Capital Management Inc.	INCREASED	120,956	102,169	+18,787	+18%	$2.3M	$2.5M	+$176.5K	2026-10-28
Signal Advisors Wealth, LLC	INCREASED	118,535	62,422	+56,113	+90%	$1.4M	$2.4M	+$1.0M	2026-10-13
Wealth Enhancement Advisory Services, LLC	DECREASED	100,421	128,751	-28,330	-22%	$2.8M	$2.1M	-$765.8K	2026-10-13
Wealth Management Nebraska	NEW	80,570	—	+80,570	—	—	$1.6M	—	2026-10-26
Cambridge Investment Research Advisors, Inc.	DECREASED	80,302	96,768	-16,466	-17%	$2.2M	$1.6K	-$2.2M	2026-11-02
IFP Advisors, Inc	INCREASED	71,786	70,327	+1,459	+2%	$1.6M	$1.5M	-$112.3K	2026-10-16
Novem Group	INCREASED	69,723	64,763	+4,960	+8%	$1.5M	$1.4M	-$29.7K	2026-10-19
J.W. Cole Advisors, Inc.	DECREASED	63,406	66,419	-3,013	-5%	$1.5M	$1.3M	-$195.6K	2026-11-05
Truefg, LLC	INCREASED	54,657	51,950	+2,707	+5%	$1.2M	$1.1M	-$49.8K	2026-10-15
Capstone Wealth Management Group, LLC	DECREASED	53,885	78,899	-25,014	-32%	$1.8M	$1.2M	-$521.5K	2026-11-05
Midwest Financial Network, LLC	INCREASED	52,089	37,626	+14,463	+38%	$842.7K	$1.1M	+$218.9K	2026-10-13
Boltwood Capital Management	DECREASED	44,550	44,850	-300	-1%	$1.0M	$907.9K	-$96.7K	2026-10-02
Legacy Wealth Partners, LLC	INCREASED	43,857	30,013	+13,844	+46%	$672.3K	$893.8K	+$221.5K	2026-10-15
Koshinski Asset Management, Inc.	DECREASED	38,437	39,979	-1,542	-4%	$895.5K	$783.3K	-$112.2K	2026-10-29
Spectrum Wealth Advisory Group, LLC	DECREASED	37,049	39,903	-2,854	-7%	$893.8K	$755.1K	-$138.8K	2026-10-29
Strategic Advocates LLC	DECREASED	36,159	37,136	-977	-3%	$831.8K	$736.9K	-$94.9K	2026-11-03
Prospera Financial Services Inc	DECREASED	35,365	52,014	-16,649	-32%	$1.2M	$743.6K	-$421.9K	2026-11-04
Lockerman Financial Group, Inc.	INCREASED	34,215	26,781	+7,434	+28%	$599.9K	$697.3K	+$97.4K	2026-10-19
Sigma Planning Corp	DECREASED	32,757	54,409	-21,652	-40%	$1.2M	$667.6K	-$551.2K	2026-10-23
Hibernia Wealth Partners, LLC	INCREASED	31,849	10,299	+21,550	+209%	$230.7K	$649.1K	+$418.4K	2026-10-29
Lanark Financial, Inc.	NEW	31,207	—	+31,207	—	—	$636.0K	—	2026-10-26
Creative Financial Designs Inc	DECREASED	30,562	32,328	-1,766	-5%	$724.2K	$622.9K	-$101.3K	2026-11-04
Insight Advisors, LLC/ PA	DECREASED	30,539	30,744	-205	-1%	$688.7K	$622.4K	-$66.3K	2026-10-22
International Private Wealth Advisors LLC	INCREASED	26,291	19,224	+7,067	+37%	$430.6K	$535.8K	+$105.2K	2026-11-05
Advisor OS, LLC	DECREASED	24,732	25,704	-972	-4%	$575.8K	$504.0K	-$71.7K	2026-11-03
Sharkey, Howes & Javer	DECREASED	24,536	29,474	-4,938	-17%	$660.2K	$500.0K	-$160.2K	2026-10-22
DWM Financial Group, Inc.	NEW	24,334	—	+24,334	—	—	$495.9K	—	2026-10-28
RMR Capital Management, LLC	UNCHANGED	23,971	23,971	0	0%	$537.0K	$488.5K	-$48.4K	2026-10-23
LifeGoal Investments, LLC	INCREASED	23,653	11,654	+11,999	+103%	$261.0K	$482.0K	+$221.0K	2026-10-09
Ascent Group, LLC	INCREASED	22,582	11,332	+11,250	+99%	$253.8K	$460.2K	+$206.4K	2026-10-30
StoneX Group Inc.	INCREASED	22,008	13,971	+8,037	+58%	$313.4K	$448.5K	+$135.1K	2026-11-03
Outlook Wealth Advisors, LLC	INCREASED	21,501	13,888	+7,613	+55%	$310.7K	$438.2K	+$127.5K	2026-10-28
Kestra Advisory Services, LLC	INCREASED	20,920	17,619	+3,301	+19%	$394.7K	$426.4K	+$31.7K	2026-11-02
Balefire, LLC	INCREASED	20,899	9,983	+10,916	+109%	$223.6K	$425.9K	+$202.3K	2026-10-09
Global Financial Private Client, LLC	INCREASED	20,358	19,394	+964	+5%	$434.4K	$414.9K	-$19.5K	2026-10-15
Richardson Financial Services Inc.	INCREASED	19,912	11,318	+8,594	+76%	$253.5K	$405.8K	+$152.3K	2026-10-30
Econ Financial Services Corp	DECREASED	17,954	525,451	-507,497	-97%	$11.8M	$365.9K	-$11.4M	2026-10-19
Axxcess Wealth Management, LLC	DECREASED	17,899	22,949	-5,050	-22%	$514.1K	$364.8K	-$149.3K	2026-10-21
Fifth Third Securities, Inc.	INCREASED	17,669	14,539	+3,130	+22%	$325.7K	$360.1K	+$34.4K	2026-10-21
WealthPoint Financial, LLC	INCREASED	17,502	12,943	+4,559	+35%	$289.9K	$356.7K	+$66.8K	2026-11-03
HF Advisory Group, LLC	INCREASED	16,669	15,418	+1,251	+8%	$345.4K	$339.7K	-$5.7K	2026-10-09
Valtinson Bruner Financial Planning LLC	NEW	15,159	—	+15,159	—	—	$308.9K	—	2026-11-02
McMill Wealth Management	NEW	15,069	—	+15,069	—	—	$307.1K	—	2026-11-05
Vise Technologies, Inc.	NEW	14,911	—	+14,911	—	—	$303.9K	—	2026-10-29
Heritage Wealth Management, Inc.	INCREASED	14,200	9,600	+4,600	+48%	$215.0K	$289.4K	+$74.4K	2026-10-28
Commonwealth Equity Services, LLC	INCREASED	13,495	11,508	+1,987	+17%	$257.8K	$275.0K	+$17.2K	2026-11-02
Balboa Wealth Partners	INCREASED	12,834	11,775	+1,059	+9%	$263.8K	$261.6K	-$2.2K	2026-10-20
Twelve Points Wealth Management LLC	DECREASED	11,763	15,271	-3,508	-23%	$342.1K	$247.3K	-$94.8K	2026-11-03
Decker Retirement Planning Inc.	INCREASED	11,560	9,041	+2,519	+28%	$202.5K	$235.6K	+$33.1K	2026-10-19
Choreo, LLC	INCREASED	11,481	11,327	+154	+1%	$253.7K	$234.0K	-$19.7K	2026-10-28
Bria Capital Group, LLC	UNCHANGED	10,923	10,923	0	0%	$244.7K	$222.6K	-$22.1K	2026-10-22
Smart Wealth LLC	NEW	9,930	—	+9,930	—	—	$202.4K	—	2026-11-04
Aegis Wealth Management, Inc.	NEW	9,909	—	+9,909	—	—	$201.9K	—	2026-10-26
Private Trust Co NA	INCREASED	8,125	8,066	+59	+1%	$180.7K	$165.6K	-$15.1K	2026-10-20
Farther Finance Advisors, LLC	DECREASED	7,286	8,194	-908	-11%	$183.5K	$148.5K	-$35.1K	2026-10-08
CoreCap Advisors, LLC	DECREASED	6,876	7,414	-538	-7%	$166.1K	$140.1K	-$25.9K	2026-10-08
SBI Securities Co., Ltd.	INCREASED	4,857	4,832	+25	+1%	$108.2K	$99.0K	-$9.3K	2026-10-22
Triumph Capital Management	INCREASED	4,840	3,913	+927	+24%	$87.7K	$98.6K	+$11.0K	2026-10-14
Morton Brown Family Wealth, LLC	NEW	4,732	—	+4,732	—	—	$96.4K	—	2026-10-23
Nfsg Corp	INCREASED	3,390	3,343	+47	+1%	$74.9K	$69.1K	-$5.8K	2026-10-15
RMG Wealth Management LLC	DECREASED	2,827	3,898	-1,071	-27%	$83.3K	$59.6K	-$23.7K	2026-10-26
US Bancorp \de\	UNCHANGED	2,285	2,285	0	0%	$51.2K	$46.6K	-$4.6K	2026-11-05
Elevated Capital Advisors, LLC	DECREASED	2,271	2,476	-205	-8%	$55.5K	$46.3K	-$9.2K	2026-11-04
Brown, Lisle Ings, Inc.	DECREASED	2,033	2,472	-439	-18%	$55.4K	$41.4K	-$13.9K	2026-10-16
Signature Equity Partners, LLC	UNCHANGED	1,478	1,478	0	0%	$33.1K	$30.1K	-$3.0K	2026-10-29
Fifth Third Bancorp	INCREASED	1,425	1,404	+21	+2%	$31.5K	$29.0K	-$2.4K	2026-11-05
James T. Borello RIA	UNCHANGED	1,385	1,385	0	0%	$31.0K	$28.2K	-$2.8K	2026-10-16
Pinnacle Wealth Planning Services, Inc.	NEW	626	—	+626	—	—	$12.8K	—	2026-10-27
Bullock Wealth Management Group	DECREASED	597	811	-214	-26%	$18.0K	$12.1K	-$5.9K	2026-10-09
Covestor Ltd	INCREASED	469	149	+320	+215%	$3	$10	+$7	2026-10-30
Buck Wealth Strategies, LLC	INCREASED	427	268	+159	+59%	$6.0K	$8.7K	+$2.7K	2026-10-28
Cape Investment Advisory, Inc.	NEW	417	—	+417	—	—	$8.5K	—	2026-10-13
Physician Wealth Advisors, Inc.	NEW	318	—	+318	—	—	$6.5K	—	2026-10-20
Evolution Wealth Management Inc.	UNCHANGED	147	147	0	0%	$3.3K	$3.0K	-$297	2026-10-28
Quest 10 Wealth Builders, Inc.	INCREASED	107	15	+92	+613%	$336	$2.2K	+$1.8K	2026-11-02
Larson Financial Group LLC	INCREASED	97	96	+1	+1%	$2.1K	$2.0K	-$166	2026-11-05
Heritage Family Offices, LLP	NEW	86	—	+86	—	—	$1.8K	—	2026-11-02
Citigroup Inc	NEW	71	—	+71	—	—	$1.4K	—	2026-11-04
Ascentis Independent Advisors	NEW	59	—	+59	—	—	$1.2K	—	2026-11-03
Eastern Bank	DECREASED	44	95	-51	-54%	$2.1K	$897	-$1.2K	2026-10-05
Simplex Trading, LLC	DECREASED	26	255	-229	-90%	$5.7K	$529	-$5.2K	2026-11-04
Networth Advisors, LLC	NEW	15	—	+15	—	—	$306	—	2026-11-03
Key Capital Management, Inc	INCREASED	14	10	+4	+40%	$224	$285	+$61	2026-11-03
Root Financial Partners, LLC	NEW	2	—	+2	—	—	$41	—	2026-10-21
Rossby Financial, LCC	UNCHANGED	2	2	0	0%	$45	$41	-$4	2026-11-05
Summit Securities Group LLC	NEW	1	—	+1	—	—	$20	—	2026-11-05
Cornerstone Planning Group LLC	CLOSED	0	3,729	-3,729	-100%	$80.6K	$0	-$80.6K	2026-10-16
International Assets Investment Management, LLC	CLOSED	0	1,838	-1,838	-100%	$40.8K	$0	-$40.8K	2026-11-02
AdvisorNet Financial, Inc	CLOSED	0	1,000	-1,000	-100%	$22.4K	$0	-$22.4K	2026-10-15
Horizon Financial Services, LLC	UNCHANGED	0	0	0	—	$0	$0	$0	2026-11-04
State Street Corp	N/A	—	4,795,091	-4,795,091	-100%	$107.4M	—	—	—
Envestnet Asset Management Inc	N/A	—	4,627,182	-4,627,182	-100%	$103.6M	—	—	—
LPL Financial LLC	N/A	—	4,160,100	-4,160,100	-100%	$93.2M	—	—	—
Bank of America Corp	N/A	—	950,899	-950,899	-100%	$21.3M	—	—	—
Clark Capital Management Group, Inc.	N/A	—	915,153	-915,153	-100%	$20.5M	—	—	—
Morgan Stanley	N/A	—	882,541	-882,541	-100%	$19.8M	—	—	—
Susquehanna International Group, LLP	N/A	—	842,333	-842,333	-100%	$18.9M	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	823,018	-823,018	-100%	$18.4M	—	—	—
Cetera Investment Advisers	N/A	—	791,720	-791,720	-100%	$17.7M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	763,927	-763,927	-100%	$17.1M	—	—	—
Principal Securities, Inc.	N/A	—	763,272	-763,272	-100%	$17.1M	—	—	—
Goldman Sachs Group Inc	N/A	—	686,345	-686,345	-100%	$15.4M	—	—	—
Gotham Asset Management, LLC	N/A	—	683,691	-683,691	-100%	$15.3M	—	—	—
Wells Fargo & Company	N/A	—	547,675	-547,675	-100%	$12.3M	—	—	—
Royal Bank of Canada	N/A	—	443,647	-443,647	-100%	$9.9M	—	—	—
Goldstone Financial Group, LLC	N/A	—	417,214	-417,214	-100%	$9.3M	—	—	—
Graney & King, LLC	N/A	—	399,368	-399,368	-100%	$8.9M	—	—	—
Raymond James Financial Inc	N/A	—	375,423	-375,423	-100%	$8.4M	—	—	—
Osaic Holdings, Inc.	N/A	—	274,303	-274,303	-100%	$6.1M	—	—	—
Jane Street Group, LLC	N/A	—	267,557	-267,557	-100%	$6.0M	—	—	—
Cerity Partners LLC	N/A	—	206,323	-206,323	-100%	$4.6M	—	—	—
MML Investors Services, LLC	N/A	—	171,153	-171,153	-100%	$3.8M	—	—	—
JPMorgan Chase & Co	N/A	—	164,755	-164,755	-100%	$3.7M	—	—	—
Quadrature Capital Ltd	N/A	—	121,740	-121,740	-100%	$2.7M	—	—	—
Cary Street Partners Financial LLC	N/A	—	121,199	-121,199	-100%	$2.7M	—	—	—
NewEdge Advisors, LLC	N/A	—	117,759	-117,759	-100%	$2.6M	—	—	—
Private Advisor Group, LLC	N/A	—	97,119	-97,119	-100%	$2.2M	—	—	—
HighTower Advisors, LLC	N/A	—	93,668	-93,668	-100%	$2.1M	—	—	—
Jones Financial Companies Lllp	N/A	—	90,908	-90,908	-100%	$2.0M	—	—	—
Sanctuary Advisors, LLC	N/A	—	83,752	-83,752	-100%	$1.9M	—	—	—
Arete Wealth Advisors, LLC	N/A	—	80,207	-80,207	-100%	$1.8M	—	—	—
Advyzon Investment Management, LLC	N/A	—	79,721	-79,721	-100%	$1.8M	—	—	—
UBS Group AG	N/A	—	78,962	-78,962	-100%	$1.8M	—	—	—
Caitlin John, LLC	N/A	—	76,947	-76,947	-100%	$1.7M	—	—	—
Fourth Dimension Wealth, LLC	N/A	—	66,918	-66,918	-100%	$1.5M	—	—	—
Integrated Wealth Concepts LLC	N/A	—	66,862	-66,862	-100%	$1.5M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	53,231	-53,231	-100%	$1.2M	—	—	—
Harbour Investments, Inc.	N/A	—	47,812	-47,812	-100%	$1.1M	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	44,683	-44,683	-100%	$1.0M	—	—	—
Ally Invest Advisors Inc.	N/A	—	44,547	-44,547	-100%	$997.8K	—	—	—
GWN Securities Inc.	N/A	—	41,168	-41,168	-100%	$922.2K	—	—	—
Geneos Wealth Management Inc.	N/A	—	39,983	-39,983	-100%	$895.6K	—	—	—
KKM Financial LLC	N/A	—	38,514	-38,514	-100%	$862.7K	—	—	—
Ameriprise Financial Inc	N/A	—	33,924	-33,924	-100%	$762.1K	—	—	—
AE Wealth Management LLC	N/A	—	33,049	-33,049	-100%	$740.3K	—	—	—
Novus Advisors, LLC	N/A	—	31,761	-31,761	-100%	$711.4K	—	—	—
SHP Wealth Management	N/A	—	31,238	-31,238	-100%	$699.7K	—	—	—
CreativeOne Wealth, LLC	N/A	—	22,307	-22,307	-100%	$499.7K	—	—	—
Belpointe Asset Management LLC	N/A	—	21,830	-21,830	-100%	$489.0K	—	—	—
IHT Wealth Management, LLC	N/A	—	20,212	-20,212	-100%	$452.8K	—	—	—
Level Four Advisory Services, LLC	N/A	—	18,347	-18,347	-100%	$411.0K	—	—	—
&partners	N/A	—	16,357	-16,357	-100%	$366.4K	—	—	—
Entelevest, LLC	N/A	—	16,353	-16,353	-100%	$366.3K	—	—	—
RiverFront Investment Group, LLC	N/A	—	15,139	-15,139	-100%	$339.1K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	14,690	-14,690	-100%	$329.1K	—	—	—
BFC Planning, Inc.	N/A	—	13,942	-13,942	-100%	$312.3K	—	—	—
World Investment Advisors	N/A	—	13,812	-13,812	-100%	$308.7K	—	—	—
Pinnacle Financial Partners, Inc.	N/A	—	13,690	-13,690	-100%	$306.7K	—	—	—
One Wealth Map LLC	N/A	—	12,759	-12,759	-100%	$273.3K	—	—	—
Collaborative Wealth Managment Inc.	N/A	—	12,649	-12,649	-100%	$283.3K	—	—	—
Stifel Financial Corp	N/A	—	12,115	-12,115	-100%	$271.4K	—	—	—
Valmark Advisers, Inc.	N/A	—	11,565	-11,565	-100%	$259.1K	—	—	—
Founders Financial Alliance, LLC	N/A	—	11,084	-11,084	-100%	$248.3K	—	—	—
Byrne Financial Freedom, LLC	N/A	—	10,788	-10,788	-100%	$241.7K	—	—	—
WealthShield Partners, LLC	N/A	—	10,273	-10,273	-100%	$230.1K	—	—	—
Ausdal Financial Partners, Inc.	N/A	—	9,706	-9,706	-100%	$217.4K	—	—	—
GeoWealth Management, LLC	N/A	—	8,918	-8,918	-100%	$199.8K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	7,828	-7,828	-100%	$175.3K	—	—	—
Strive Financial Group,LLC	N/A	—	6,579	-6,579	-100%	$147.4K	—	—	—
EP Wealth Advisors, LLC	N/A	—	5,272	-5,272	-100%	$118.1K	—	—	—
Strategic Investment Advisors / MI	N/A	—	4,514	-4,514	-100%	$101.1K	—	—	—
Qube Research & Technologies Ltd	N/A	—	4,433	-4,433	-100%	$99.3K	—	—	—
Richard W. Paul & Associates, LLC	N/A	—	3,712	-3,712	-100%	$83.1K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	3,475	-3,475	-100%	$77.8K	—	—	—
New England Asset Management Inc	N/A	—	3,000	-3,000	-100%	$67.2K	—	—	—
IMA Advisory Services, Inc.	N/A	—	2,500	-2,500	-100%	$56.0K	—	—	—
National Bank of Canada	N/A	—	2,341	-2,341	-100%	$52.4K	—	—	—
Global Retirement Partners, LLC	N/A	—	2,232	-2,232	-100%	$50.0K	—	—	—
Fiduciary Financial Advisors	N/A	—	1,985	-1,985	-100%	$44.5K	—	—	—
Smartleaf Asset Management LLC	N/A	—	1,729	-1,729	-100%	$39.1K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	994	-994	-100%	$22.3K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	631	-631	-100%	$14.1K	—	—	—
FMR LLC	N/A	—	467	-467	-100%	$10.5K	—	—	—
Blair William & Co	N/A	—	436	-436	-100%	$9.8K	—	—	—
Continuum Advisory, LLC	N/A	—	101	-101	-100%	$2.3K	—	—	—
N.E.W. Advisory Services LLC	N/A	—	92	-92	-100%	$2.1K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	76	-76	-100%	$1.7K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	71	-71	-100%	$1.6K	—	—	—
Vanguard Advisers Inc	N/A	—	14	-14	-100%	$314	—	—	—
Darwin Wealth Management, LLC	N/A	—	8	-8	-100%	$179	—	—	—
Atomic Invest LLC	N/A	—	4	-4	-100%	$84	—	—	—
Barclays PLC	N/A	—	1	-1	-100%	$22	—	—	—
Ameritas Advisory Services, LLC	N/A	—	1	-1	-100%	$22	—	—	—

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