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Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares1,577,496 from 1,454,537
Change+122,959 (+8%)
Value$364.8M (-$48.0M)
Filed 2026-11-06
Howard Capital Management Group, LLC
INCREASED
Shares185,014 from 184,408
Change+606 (+0%)
Value$42.8M (-$9.5M)
Filed 2026-10-16
Commonwealth Equity Services, LLC
DECREASED
Shares165,088 from 185,880
Change-20,792 (-11%)
Value$38.2M (-$14.6M)
Filed 2026-11-02
PNC Financial Services Group, Inc.
DECREASED
Shares141,474 from 143,045
Change-1,571 (-1%)
Value$32.7M (-$7.9M)
Filed 2026-11-06
Enclave Advisors LLC
DECREASED
Shares139,816 from 143,072
Change-3,256 (-2%)
Value$32.3M (-$8.3M)
Filed 2026-10-14
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares128,369 from 123,156
Change+5,213 (+4%)
Value$29.7M (-$5.3M)
Filed 2026-10-29
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares112,009 from 113,789
Change-1,780 (-2%)
Value$25.9K (-$32.3M)
Filed 2026-11-02
Cumberland Advisors Inc
DECREASED
Shares69,827 from 72,577
Change-2,750 (-4%)
Value$16.1M (-$4.4M)
Filed 2026-10-30
Confluence Investment Management LLC
NEW
Shares63,282
Change+63,282
Value$14.6M
Filed 2026-10-01
Wespac Advisors SoCal, LLC
INCREASED
Shares51,543 from 50,425
Change+1,118 (+2%)
Value$11.9M (-$2.4M)
Filed 2026-10-13
Armstrong Advisory Group, Inc
INCREASED
Shares48,916 from 48,295
Change+621 (+1%)
Value$11.3M (-$2.4M)
Filed 2026-10-09
Allspring Global Investments Holdings, LLC
INCREASED
Shares43,969 from 12
Change+43,957 (+366308%)
Value$10.2M (+$10.2M)
Filed 2026-11-04
Merit Financial Group, LLC
INCREASED
Shares43,469 from 41,888
Change+1,581 (+4%)
Value$10.1M (-$1.8M)
Filed 2026-11-06
Kestra Advisory Services, LLC
INCREASED
Shares37,554 from 30,964
Change+6,590 (+21%)
Value$8.7M (-$102.9K)
Filed 2026-11-02
CoreCap Advisors, LLC
INCREASED
Shares34,065 from 33,083
Change+982 (+3%)
Value$7.9M (-$1.5M)
Filed 2026-10-08
Y.D. More Investments Ltd
INCREASED
Shares32,742 from 32,470
Change+272 (+1%)
Value$7.6M (-$1.6M)
Filed 2026-11-02
Congress Asset Management Co
INCREASED
Shares32,677 from 858
Change+31,819 (+3709%)
Value$7.6M (+$7.3M)
Filed 2026-10-06
Bourgeon Capital Management LLC
DECREASED
Shares32,589 from 32,764
Change-175 (-1%)
Value$7.5M (-$1.8M)
Filed 2026-10-19
Avior Wealth Management, LLC
NEW
Shares32,587
Change+32,587
Value$7.5M
Filed 2026-10-13
Southern Capital Services Inc
INCREASED
Shares30,289 from 27,331
Change+2,958 (+11%)
Value$7.0M (-$752.0K)
Filed 2026-10-19
Thrivent Financial for Lutherans
INCREASED
Shares30,107 from 27,136
Change+2,971 (+11%)
Value$7.0K (-$7.7M)
Filed 2026-11-05
Kraft, Davis & Associates, LLC
INCREASED
Shares29,522 from 6,082
Change+23,440 (+385%)
Value$6.6M (+$5.0M)
Filed 2026-10-21
Madrona Financial Services, LLC
NEW
Shares29,231
Change+29,231
Value$6.8M
Filed 2026-10-23
Citizens Financial Group Inc
NEW
Shares28,678
Change+28,678
Value$6.6M
Filed 2026-10-23
Creative Planning
DECREASED
Shares23,680 from 25,035
Change-1,355 (-5%)
Value$5.5M (-$1.6M)
Filed 2026-11-02
Perigon Wealth Management, LLC
INCREASED
Shares23,008 from 20,440
Change+2,568 (+13%)
Value$5.3M (-$480.1K)
Filed 2026-10-22
Truist Financial Corp
INCREASED
Shares22,483 from 20,166
Change+2,317 (+11%)
Value$5.2M (-$523.6K)
Filed 2026-10-30
McGuire Investment Group, LLC
INCREASED
Shares20,388 from 19,995
Change+393 (+2%)
Value$4.7M (-$959.7K)
Filed 2026-10-23
Viewpoint Investment Partners Corp
DECREASED
Shares19,582 from 19,904
Change-322 (-2%)
Value$4.7M (-$1.2M)
Filed 2026-10-26
Hobart Private Capital, LLC
INCREASED
Shares18,357 from 17,531
Change+826 (+5%)
Value$4.2M (-$730.1K)
Filed 2026-10-19
Fifth Third Securities, Inc.
DECREASED
Shares17,052 from 21,105
Change-4,053 (-19%)
Value$3.9M (-$2.0M)
Filed 2026-10-21
Lido Advisors, LLC
INCREASED
Shares16,882 from 11,847
Change+5,035 (+43%)
Value$3.9M (+$542.1K)
Filed 2026-11-04
Pinnacle Associates LTD
DECREASED
Shares16,842 from 17,177
Change-335 (-2%)
Value$3.9M (-$979.9K)
Filed 2026-10-20
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares16,673 from 17,117
Change-444 (-3%)
Value$3.8M (-$863.8K)
Filed 2026-10-13
Innealta Capital, LLC
INCREASED
Shares15,287 from 15,234
Change+53 (+0%)
Value$3.5M (-$788.1K)
Filed 2026-11-02
Cornerstone Wealth Management, LLC
INCREASED
Shares14,970 from 12,776
Change+2,194 (+17%)
Value$3.5M (-$164.0K)
Filed 2026-11-04
Signature Estate & Investment Advisors LLC
INCREASED
Shares13,753 from 12,222
Change+1,531 (+13%)
Value$3.2M (-$288.2K)
Filed 2026-10-13
Kestra Private Wealth Services, LLC
INCREASED
Shares13,054 from 12,995
Change+59 (+0%)
Value$3.0M (-$669.1K)
Filed 2026-11-06
Oppenheimer & Co Inc
DECREASED
Shares13,012 from 14,636
Change-1,624 (-11%)
Value$3.0M (-$1.1M)
Filed 2026-10-26
Yelin Lapidot Holdings Management Ltd.
UNCHANGED
Shares12,500 from 12,500
Change0 (0%)
Value$2.9M (-$656.8K)
Filed 2026-10-26
Fifth Third Bancorp
INCREASED
Shares12,414 from 7,685
Change+4,729 (+62%)
Value$2.9M (+$689.8K)
Filed 2026-11-05
Keystone Global Partners, LLC
INCREASED
Shares12,173 from 11,330
Change+843 (+7%)
Value$2.8M (-$400.3K)
Filed 2026-10-13
NovaPoint Capital, LLC
DECREASED
Shares12,086 from 13,338
Change-1,252 (-9%)
Value$2.8M (-$990.3K)
Filed 2026-10-22
WealthSpring Partners, LLC
DECREASED
Shares11,872 from 14,075
Change-2,203 (-16%)
Value$2.7M (-$1.2M)
Filed 2026-10-14
Spinnaker Investment Group, LLC
INCREASED
Shares11,829 from 11,274
Change+555 (+5%)
Value$2.7M (-$464.0K)
Filed 2026-10-13
FFG Partners, LLC
INCREASED
Shares11,441 from 5,181
Change+6,260 (+121%)
Value$2.6M (+$1.2M)
Filed 2026-10-15
Park Avenue Securities LLC
INCREASED
Shares10,787 from 9,171
Change+1,616 (+18%)
Value$2.5K (-$2.6M)
Filed 2026-10-26
Retirement Planning Group, LLC
DECREASED
Shares10,670 from 11,137
Change-467 (-4%)
Value$2.5M (-$692.9K)
Filed 2026-10-19
J.W. Cole Advisors, Inc.
DECREASED
Shares10,542 from 10,684
Change-142 (-1%)
Value$2.4M (-$594.1K)
Filed 2026-11-05
Bank of New York Mellon Corp
NEW
Shares10,263
Change+10,263
Value$2.4M
Filed 2026-11-05
Clarus Wealth Advisors
DECREASED
Shares9,831 from 10,057
Change-226 (-2%)
Value$2.2M (-$508.9K)
Filed 2026-10-13
D.A. Davidson & Co.
DECREASED
Shares9,754 from 16,525
Change-6,771 (-41%)
Value$2.3M (-$2.4M)
Filed 2026-10-28
Global View Capital Management LLC
INCREASED
Shares9,740 from 7,265
Change+2,475 (+34%)
Value$2.3M (+$190.6K)
Filed 2026-10-28
Purewater Capital LLC
INCREASED
Shares9,479 from 9,301
Change+178 (+2%)
Value$2.2M (-$447.5K)
Filed 2026-10-23
SeaCrest Wealth Management, LLC
INCREASED
Shares9,227 from 8,325
Change+902 (+11%)
Value$2.1M (-$228.8K)
Filed 2026-10-21
IFP Advisors, Inc
DECREASED
Shares9,081 from 9,364
Change-283 (-3%)
Value$2.1M (-$557.4K)
Filed 2026-10-16
Anson Capital, Inc.
INCREASED
Shares9,039 from 7,221
Change+1,818 (+25%)
Value$2.1M (+$41.1K)
Filed 2026-10-23
Acorn Wealth Advisors, LLC
INCREASED
Shares8,907 from 7,535
Change+1,372 (+18%)
Value$2.1M (-$78.4K)
Filed 2026-10-19
Madden Securities Corp
DECREASED
Shares8,510 from 9,585
Change-1,075 (-11%)
Value$2.0M (-$752.2K)
Filed 2026-10-27
White Pine Investment Co
INCREASED
Shares7,901 from 4,358
Change+3,543 (+81%)
Value$1.8K (-$1.2M)
Filed 2026-10-15
Meitav Investment House LTD
DECREASED
Shares7,847 from 17,635
Change-9,788 (-55%)
Value$1.8M (-$3.2M)
Filed 2026-10-28
Flagstar Securities, Inc
INCREASED
Shares7,692 from 6,927
Change+765 (+11%)
Value$1.8M (-$187.1K)
Filed 2026-10-15
Buska Wealth Management, LLC
DECREASED
Shares7,576 from 12,076
Change-4,500 (-37%)
Value$1.8M (-$1.7M)
Filed 2026-10-08
SFI Advisors, LLC
DECREASED
Shares7,062 from 7,097
Change-35 (0%)
Value$1.6M (-$381.0K)
Filed 2026-10-30
Money Concepts Capital Corp
INCREASED
Shares6,983 from 5,441
Change+1,542 (+28%)
Value$1.6M (+$70.7K)
Filed 2026-11-06
Brookstone Capital Management
INCREASED
Shares6,889 from 6,613
Change+276 (+4%)
Value$1.6M (-$283.6K)
Filed 2026-10-22
Krilogy Financial LLC
DECREASED
Shares6,520 from 6,736
Change-216 (-3%)
Value$1.5M (-$440.8K)
Filed 2026-10-13
Avid Wealth Partners LLC
DECREASED
Shares6,225 from 7,185
Change-960 (-13%)
Value$1.4M (-$599.5K)
Filed 2026-11-03
Provenance Wealth Advisors, LLC
INCREASED
Shares6,209 from 4,453
Change+1,756 (+39%)
Value$1.4M (+$172.1K)
Filed 2026-10-30
Evolution Wealth Advisors, LLC
UNCHANGED
Shares6,170 from 6,170
Change0 (0%)
Value$1.4M (-$324.2K)
Filed 2026-11-03
Formidable Asset Management, LLC
INCREASED
Shares6,141 from 6,025
Change+116 (+2%)
Value$1.7M (+$212.5K)
Filed 2026-11-03
Northland Securities, Inc.
INCREASED
Shares6,048 from 5,755
Change+293 (+5%)
Value$1.4M (-$234.6K)
Filed 2026-11-02
Accurate Wealth Management, LLC
INCREASED
Shares5,850 from 5,775
Change+75 (+1%)
Value$1.3M (-$263.8K)
Filed 2026-10-20
WealthBridge Capital Management, LLC
INCREASED
Shares5,614 from 5,074
Change+540 (+11%)
Value$1.3M (-$141.7K)
Filed 2026-10-16
B. Riley Wealth Advisors, Inc.
INCREASED
Shares5,611 from 5,603
Change+8 (+0%)
Value$1.3M (-$254.4K)
Filed 2026-10-13
HBW Advisory Services LLC
DECREASED
Shares5,509 from 31,696
Change-26,187 (-83%)
Value$1.3M (-$7.7M)
Filed 2026-10-15
Security Financial Services, Inc.
DECREASED
Shares5,506 from 7,420
Change-1,914 (-26%)
Value$1.3M (-$832.4K)
Filed 2026-10-29
Strategy Asset Managers LLC
DECREASED
Shares5,425 from 5,503
Change-78 (-1%)
Value$1.3M (-$307.1K)
Filed 2026-10-14
Y-Intercept (Hong Kong) Ltd
NEW
Shares5,353
Change+5,353
Value$1.2M
Filed 2026-10-16
Level Four Advisory Services, LLC
INCREASED
Shares5,041 from 4,717
Change+324 (+7%)
Value$1.2M (-$172.9K)
Filed 2026-11-06
Powell Investment Advisors, LLC
INCREASED
Shares5,023 from 5,021
Change+2 (+0%)
Value$1.2M (-$263.3K)
Filed 2026-10-22
BIP Wealth, LLC
INCREASED
Shares4,922 from 4,920
Change+2 (+0%)
Value$1.1M (-$257.9K)
Filed 2026-10-22
First Growth Capital LLC
UNCHANGED
Shares4,819 from 4,819
Change0 (0%)
Value$1.1M (-$253.2K)
Filed 2026-10-15
Meixler Investment Management, Ltd.
DECREASED
Shares4,792 from 4,916
Change-124 (-3%)
Value$1.1M (-$287.0K)
Filed 2026-11-03
Buttonwood Financial Group, LLC
NEW
Shares4,716
Change+4,716
Value$1.1M
Filed 2026-10-16
WBH Advisory Inc
DECREASED
Shares4,560 from 4,606
Change-46 (-1%)
Value$1.1M (-$252.6K)
Filed 2026-11-05
Investment Management Trust, LLC
INCREASED
Shares4,369 from 4,342
Change+27 (+1%)
Value$1.0M (-$221.9K)
Filed 2026-11-05
MGO One Seven LLC
DECREASED
Shares4,284 from 5,477
Change-1,193 (-22%)
Value$990.7K (-$563.6K)
Filed 2026-10-28
Citigroup Inc
INCREASED
Shares4,148 from 2,874
Change+1,274 (+44%)
Value$959.2K (+$143.6K)
Filed 2026-11-04
Spire Wealth Management
INCREASED
Shares4,142 from 4,030
Change+112 (+3%)
Value$957.9K (-$185.8K)
Filed 2026-10-30
Visionary Wealth Advisors
NEW
Shares4,113
Change+4,113
Value$951.1K
Filed 2026-11-04
WBI Investments, LLC
DECREASED
Shares4,101 from 4,995
Change-894 (-18%)
Value$948.4K (-$469.1K)
Filed 2026-11-05
Stonebridge Financial Planning Group, LLC
INCREASED
Shares3,964 from 3,851
Change+113 (+3%)
Value$916.7K (-$176.2K)
Filed 2026-11-06
Signature Equity Partners, LLC
INCREASED
Shares3,918 from 3,663
Change+255 (+7%)
Value$906.1K (-$133.5K)
Filed 2026-10-29
Concurrent Investment Advisors, LLC
INCREASED
Shares3,904 from 2,446
Change+1,458 (+60%)
Value$902.7K (+$208.5K)
Filed 2026-10-16
ShoreHaven Wealth Partners, LLC
DECREASED
Shares3,856 from 4,332
Change-476 (-11%)
Value$891.7K (-$337.7K)
Filed 2026-10-16
US Bancorp \de\
DECREASED
Shares3,832 from 4,665
Change-833 (-18%)
Value$886.2K (-$437.7K)
Filed 2026-11-05
Sound Financial Strategies Group, LLC
DECREASED
Shares3,801 from 3,959
Change-158 (-4%)
Value$879.0K (-$244.5K)
Filed 2026-10-30
Vise Technologies, Inc.
INCREASED
Shares3,775 from 3,771
Change+4 (+0%)
Value$873.1K (-$197.2K)
Filed 2026-10-29
PFG Advisors
INCREASED
Shares3,760 from 3,147
Change+613 (+19%)
Value$869.6K (-$23.6K)
Filed 2026-10-16
Avalon Capital Management
UNCHANGED
Shares3,721 from 3,721
Change0 (0%)
Value$860.5K (-$195.5K)
Filed 2026-11-04
Old National Bancorp
INCREASED
Shares3,666 from 3,630
Change+36 (+1%)
Value$847.8K (-$182.4K)
Filed 2026-10-20
Balboa Wealth Partners
UNCHANGED
Shares3,628 from 3,628
Change0 (0%)
Value$839.0K (-$190.6K)
Filed 2026-10-20
International Assets Investment Management, LLC
INCREASED
Shares3,562 from 1,766
Change+1,796 (+102%)
Value$825.0K (+$321.5K)
Filed 2026-11-02
Founders Financial Securities LLC
NEW
Shares3,542
Change+3,542
Value$819.1K
Filed 2026-10-28
Apollon Wealth Management, LLC
DECREASED
Shares3,523 from 3,687
Change-164 (-4%)
Value$814.8K (-$231.6K)
Filed 2026-10-23
BLB&B Advisors, LLC
UNCHANGED
Shares3,498 from 3,498
Change0 (0%)
Value$808.9K (-$183.8K)
Filed 2026-10-27
Lanark Financial, Inc.
DECREASED
Shares3,480 from 3,603
Change-123 (-3%)
Value$804.7K (-$218.0K)
Filed 2026-10-26
Cpwa, LLC
INCREASED
Shares3,448 from 3,162
Change+286 (+9%)
Value$777.7K (-$119.7K)
Filed 2026-11-04
Meridian Wealth Management, LLC
INCREASED
Shares3,410 from 3,371
Change+39 (+1%)
Value$788.5K (-$168.2K)
Filed 2026-11-05
Sowell Financial Services LLC
INCREASED
Shares3,400 from 2,746
Change+654 (+24%)
Value$786.2K (+$6.8K)
Filed 2026-10-23
Riverbridge Partners LLC
NEW
Shares3,311
Change+3,311
Value$765.7K
Filed 2026-11-05
Focus Financial Network, Inc.
INCREASED
Shares3,309 from 3,140
Change+169 (+5%)
Value$765.2K (-$125.9K)
Filed 2026-10-14
KCM Investment Advisors LLC
INCREASED
Shares3,256 from 3,034
Change+222 (+7%)
Value$752.9K (-$108.3K)
Filed 2026-10-27
Cap Partners, LLC
INCREASED
Shares3,192 from 2,838
Change+354 (+12%)
Value$738.2K (-$67.2K)
Filed 2026-10-19
Onyx Bridge Wealth Group LLC
UNCHANGED
Shares3,142 from 3,142
Change0 (0%)
Value$726.6K (-$165.2K)
Filed 2026-10-16
WJ Wealth Management, LLC
UNCHANGED
Shares3,050 from 3,050
Change0 (0%)
Value$705.3K (-$160.2K)
Filed 2026-11-03
Clearstead Advisors, LLC
INCREASED
Shares3,014 from 3,011
Change+3 (+0%)
Value$696.9K (-$157.7K)
Filed 2026-11-06
Salem Investment Counselors Inc
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$693.8K (-$157.6K)
Filed 2026-10-13
First Horizon Corp
DECREASED
Shares2,996 from 3,025
Change-29 (-1%)
Value$692.8K (-$165.6K)
Filed 2026-10-26
Teamwork Financial Advisors, LLC
DECREASED
Shares2,980 from 84,616
Change-81,636 (-96%)
Value$689.1K (-$23.3M)
Filed 2026-10-19
Independent Financial Group, LLC
DECREASED
Shares2,933 from 3,346
Change-413 (-12%)
Value$678.3K (-$271.3K)
Filed 2026-10-13
Quadrant Private Wealth Management, LLC
DECREASED
Shares2,896 from 3,662
Change-766 (-21%)
Value$669.7K (-$369.5K)
Filed 2026-11-04
Patten & Patten Inc
INCREASED
Shares2,844 from 1,193
Change+1,651 (+138%)
Value$657.7K (+$319.1K)
Filed 2026-10-26
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares2,825 from 2,825
Change0 (0%)
Value$653.3K (-$148.4K)
Filed 2026-11-02
Kingswood Wealth Advisors, LLC
INCREASED
Shares2,762 from 2,752
Change+10 (+0%)
Value$638.8K (-$142.2K)
Filed 2026-10-23
Moors & Cabot, Inc.
DECREASED
Shares2,732 from 2,742
Change-10 (0%)
Value$631.8K (-$146.4K)
Filed 2026-11-06
McKinley Carter Wealth Services, Inc.
UNCHANGED
Shares2,699 from 2,699
Change0 (0%)
Value$624.1K (-$141.8K)
Filed 2026-10-16
Farther Finance Advisors, LLC
INCREASED
Shares2,626 from 2,574
Change+52 (+2%)
Value$607.3K (-$123.0K)
Filed 2026-10-08
Guerra PAN Advisors, LLC
UNCHANGED
Shares2,590 from 2,590
Change0 (0%)
Value$578.3K (-$156.7K)
Filed 2026-10-26
Schear Investment Advisers, LLC
NEW
Shares2,581
Change+2,581
Value$596.9K
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares2,581 from 2,349
Change+232 (+10%)
Value$596.9K (-$69.7K)
Filed 2026-10-14
Missouri Trust & Investment Co
UNCHANGED
Shares2,570 from 2,570
Change0 (0%)
Value$594.3K (-$86.4K)
Filed 2026-11-04
Rubicon Advisors, GP
INCREASED
Shares2,554 from 2,551
Change+3 (+0%)
Value$590.6K (-$133.3K)
Filed 2026-10-23
Prime Capital Investment Advisors, LLC
DECREASED
Shares2,519 from 2,781
Change-262 (-9%)
Value$582.6K (-$206.6K)
Filed 2026-10-20
King Luther Capital Management Corp
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$578.1K (-$131.4K)
Filed 2026-11-05
VestGen Advisors, LLC
DECREASED
Shares2,491 from 2,951
Change-460 (-16%)
Value$576.0K (-$261.4K)
Filed 2026-10-27
Advisory Solutions Group, LLC
INCREASED
Shares2,457 from 2,102
Change+355 (+17%)
Value$568.1K (-$28.4K)
Filed 2026-10-14
HB Wealth Management, LLC
DECREASED
Shares2,448 from 2,955
Change-507 (-17%)
Value$566.1K (-$272.5K)
Filed 2026-10-23
Somerset Trust Co
UNCHANGED
Shares2,442 from 2,442
Change0 (0%)
Value$564.7K (-$128.3K)
Filed 2026-10-13
Integrity Alliance, Llc.
DECREASED
Shares2,435 from 2,530
Change-95 (-4%)
Value$563.2K (-$154.9K)
Filed 2026-10-29
Breakthru Advisory Services, LLC
DECREASED
Shares2,421 from 2,673
Change-252 (-9%)
Value$559.9K (-$198.7K)
Filed 2026-10-13
Brady Martz Wealth Solutions, LLC
INCREASED
Shares2,392 from 2,088
Change+304 (+15%)
Value$553.2K (-$39.4K)
Filed 2026-11-05
StoneX Group Inc.
DECREASED
Shares2,292 from 2,428
Change-136 (-6%)
Value$555.2K (-$136.0K)
Filed 2026-11-03
Trust Co of Toledo NA
INCREASED
Shares2,263 from 2,148
Change+115 (+5%)
Value$523.3K (-$86.3K)
Filed 2026-10-16
Allworth Financial LP
INCREASED
Shares2,241 from 2,002
Change+239 (+12%)
Value$635.9K (+$67.8K)
Filed 2026-11-06
Acorn Financial Advisory Services Inc
INCREASED
Shares2,224 from 2,187
Change+37 (+2%)
Value$514.4K (-$106.3K)
Filed 2026-11-02
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares2,222 from 2,397
Change-175 (-7%)
Value$513.8K (-$166.4K)
Filed 2026-10-23
Flagship Harbor Advisors, LLC
INCREASED
Shares2,213 from 1,551
Change+662 (+43%)
Value$511.7K (+$71.5K)
Filed 2026-10-26
Certified Advisory Corp
INCREASED
Shares2,201 from 2,200
Change+1 (+0%)
Value$508.9K (-$115.5K)
Filed 2026-10-29
Sovran Advisors, LLC
DECREASED
Shares2,196 from 2,414
Change-218 (-9%)
Value$516.7K (-$106.4K)
Filed 2026-11-02
Triad Wealth Partners, LLC
INCREASED
Shares2,166 from 1,006
Change+1,160 (+115%)
Value$500.9K (+$225.6K)
Filed 2026-10-26
Armbruster Capital Management, Inc.
UNCHANGED
Shares2,160 from 2,160
Change0 (0%)
Value$499.5K (-$113.5K)
Filed 2026-10-19
Wedbush Securities Inc
INCREASED
Shares2,148 from 1,830
Change+318 (+17%)
Value$497 (-$518.5K)
Filed 2026-10-22
Choreo, LLC
INCREASED
Shares2,135 from 2,083
Change+52 (+3%)
Value$493.8K (-$97.2K)
Filed 2026-10-28
Bright Financial Advisors, Inc.
UNCHANGED
Shares2,115 from 2,115
Change0 (0%)
Value$489.1K (-$111.1K)
Filed 2026-10-23
Aberdeen Group plc
NEW
Shares2,088
Change+2,088
Value$200.5K
Filed 2026-11-06
Spectrum Wealth Advisory Group, LLC
INCREASED
Shares2,018 from 1,871
Change+147 (+8%)
Value$466.6K (-$64.3K)
Filed 2026-10-29
New England Private Wealth Advisors LLC
UNCHANGED
Shares2,014 from 2,014
Change0 (0%)
Value$465.8K (-$76.0K)
Filed 2026-10-19
Clear Creek Financial Management, LLC
INCREASED
Shares1,988 from 1,943
Change+45 (+2%)
Value$459.7K (-$91.8K)
Filed 2026-10-28
Fiduciary Alliance LLC
UNCHANGED
Shares1,970 from 1,970
Change0 (0%)
Value$455.6K (-$103.5K)
Filed 2026-10-13
TD Waterhouse Canada Inc.
INCREASED
Shares1,941 from 1,725
Change+216 (+13%)
Value$449.7K (-$41.9K)
Filed 2026-10-16
Obermeyer Wealth Partners
UNCHANGED
Shares1,885 from 1,885
Change0 (0%)
Value$435.9K (-$99.0K)
Filed 2026-10-21
Colton Groome Financial Advisors, LLC
UNCHANGED
Shares1,853 from 1,853
Change0 (0%)
Value$428.5K (-$97.4K)
Filed 2026-10-06
Valmark Advisers, Inc.
INCREASED
Shares1,843 from 1,498
Change+345 (+23%)
Value$426.1K (+$1.1K)
Filed 2026-11-06
Objective Capital Management, LLC
UNCHANGED
Shares1,837 from 1,837
Change0 (0%)
Value$424.8K (-$96.5K)
Filed 2026-10-13
Asset One Wealth Management LLC
INCREASED
Shares1,830 from 1,687
Change+143 (+8%)
Value$423.1K (-$26.1K)
Filed 2026-11-02
Ashton Thomas Private Wealth, LLC
DECREASED
Shares1,816 from 1,886
Change-70 (-4%)
Value$420.1K (-$115.2K)
Filed 2026-11-03
Cyndeo Wealth Partners, LLC
DECREASED
Shares1,810 from 5,098
Change-3,288 (-64%)
Value$418.5K (-$1.0M)
Filed 2026-10-16
BostonPremier Wealth LLC
INCREASED
Shares1,767 from 1,747
Change+20 (+1%)
Value$408.7K (-$87.0K)
Filed 2026-10-16
Newport Capital Group, LLC
NEW
Shares1,763
Change+1,763
Value$460.8K
Filed 2026-10-16
Sculati Wealth Management, LLC
INCREASED
Shares1,757 from 1,347
Change+410 (+30%)
Value$396.4K (+$48.1K)
Filed 2026-10-19
Shepherd Financial Partners LLC
INCREASED
Shares1,753 from 1,743
Change+10 (+1%)
Value$405.4K (-$89.3K)
Filed 2026-11-03
Simplex Trading, LLC
INCREASED
Shares1,752 from 1,329
Change+423 (+32%)
Value$405.2K (+$28.0K)
Filed 2026-11-04
Joseph P. Lucia & Associates, LLC
INCREASED
Shares1,749 from 1,551
Change+198 (+13%)
Value$404.4K (-$35.8K)
Filed 2026-10-30
Marin Bay Wealth Advisors, LLC
DECREASED
Shares1,715 from 1,855
Change-140 (-8%)
Value$396.8K (-$129.9K)
Filed 2026-10-28
NWF Advisory Services Inc.
DECREASED
Shares1,691 from 1,761
Change-70 (-4%)
Value$391.0K (-$108.7K)
Filed 2026-10-19
M Wealth Management, LLC
UNCHANGED
Shares1,670 from 1,670
Change0 (0%)
Value$386.2K (-$87.7K)
Filed 2026-10-14
Associated Banc-Corp
INCREASED
Shares1,638 from 1,003
Change+635 (+63%)
Value$378.8K (+$94.1K)
Filed 2026-10-30
Root Financial Partners, LLC
INCREASED
Shares1,638 from 1,597
Change+41 (+3%)
Value$378.9K (-$74.4K)
Filed 2026-10-21
Wealthcare Advisory Partners LLC
INCREASED
Shares1,635 from 1,411
Change+224 (+16%)
Value$378.2K (-$22.3K)
Filed 2026-10-21
RFG Advisory, LLC
DECREASED
Shares1,629 from 1,643
Change-14 (-1%)
Value$376.7K (-$89.6K)
Filed 2026-11-03
Kraematon Investment Advisors, Inc
DECREASED
Shares1,581 from 1,588
Change-7 (0%)
Value$365.6K (-$84.9K)
Filed 2026-11-02
Ascent Group, LLC
DECREASED
Shares1,579 from 4,151
Change-2,572 (-62%)
Value$365.1K (-$812.9K)
Filed 2026-10-30
Ryan Investment Management, Inc.
NEW
Shares1,570
Change+1,570
Value$363.1K
Filed 2026-10-20
HUB Investment Partners, LLC
INCREASED
Shares1,566 from 1,116
Change+450 (+40%)
Value$362.1K (+$45.5K)
Filed 2026-11-03
Foresight Capital Management Advisors, Inc.
INCREASED
Shares1,552 from 1,480
Change+72 (+5%)
Value$359.0K (-$61.0K)
Filed 2026-10-27
Herbst Group, LLC
NEW
Shares1,540
Change+1,540
Value$356.1K
Filed 2026-10-20
Claro Advisors Inc.
DECREASED
Shares1,524 from 2,754
Change-1,230 (-45%)
Value$352.5K (-$429.2K)
Filed 2026-11-02
Crescent Grove Advisors, LLC
DECREASED
Shares1,507 from 1,611
Change-104 (-6%)
Value$348.6K (-$108.6K)
Filed 2026-10-21
OpenArc Corporate Advisory, LLC
DECREASED
Shares1,492 from 1,616
Change-124 (-8%)
Value$345.0K (-$113.6K)
Filed 2026-10-21
PKS Advisory Services, LLC
UNCHANGED
Shares1,475 from 1,475
Change0 (0%)
Value$418.9K ($0)
Filed 2026-10-26
Signal Advisors Wealth, LLC
NEW
Shares1,458
Change+1,458
Value$337.2K
Filed 2026-10-13
Sterling Investment Advisors, Ltd.
DECREASED
Shares1,450 from 2,140
Change-690 (-32%)
Value$335.3K (-$272.0K)
Filed 2026-10-27
FSA Investment Group, LLC
INCREASED
Shares1,416 from 1,363
Change+53 (+4%)
Value$327.5K (-$59.4K)
Filed 2026-10-07
Cypress Asset Management Inc
DECREASED
Shares1,396 from 1,500
Change-104 (-7%)
Value$322.8K (-$102.9K)
Filed 2026-10-09
Crescent Sterling, Ltd.
DECREASED
Shares1,393 from 1,415
Change-22 (-2%)
Value$322.1K (-$79.4K)
Filed 2026-10-16
VVR Holdings LLC
DECREASED
Shares1,389 from 11,069
Change-9,680 (-87%)
Value$321.1K (-$2.8M)
Filed 2026-10-19
Ritholtz Wealth Management
NEW
Shares1,380
Change+1,380
Value$319.1K
Filed 2026-11-05
Atria Investments, Inc
DECREASED
Shares1,361 from 1,443
Change-82 (-6%)
Value$314.8K (-$94.8K)
Filed 2026-10-15
United Advisor Group, LLC
INCREASED
Shares1,358 from 1,265
Change+93 (+7%)
Value$314.0K (-$44.9K)
Filed 2026-11-03
Independent Wealth Advisors LLC
INCREASED
Shares1,333 from 1,332
Change+1 (+0%)
Value$308.2K (-$70.0K)
Filed 2026-10-27
Prosperity Financial Group, Inc.
UNCHANGED
Shares1,320 from 1,320
Change0 (0%)
Value$305.3K (-$69.4K)
Filed 2026-10-29
Wespac Advisors, LLC
DECREASED
Shares1,317 from 4,184
Change-2,867 (-69%)
Value$304.6K (-$882.8K)
Filed 2026-10-26
Kingdom Financial Group Llc.
DECREASED
Shares1,316 from 1,372
Change-56 (-4%)
Value$304.2K (-$85.2K)
Filed 2026-11-04
Arthur M. Cohen & Associates, LLC
UNCHANGED
Shares1,314 from 1,314
Change0 (0%)
Value$303.9K (-$69.0K)
Filed 2026-10-26
Integrated Advisors Network LLC
INCREASED
Shares1,308 from 1,126
Change+182 (+16%)
Value$302.5K (-$16.9K)
Filed 2026-10-20
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$300.6K (-$68.3K)
Filed 2026-10-16
Jericho Financial, LLP
DECREASED
Shares1,299 from 1,306
Change-7 (-1%)
Value$300.4K (-$70.3K)
Filed 2026-10-13
FAI Advisors, Inc.
UNCHANGED
Shares1,290 from 1,290
Change0 (0%)
Value$298.3K (-$67.8K)
Filed 2026-10-27
Blue Bell Private Wealth Management, LLC
DECREASED
Shares1,288 from 1,295
Change-7 (-1%)
Value$297.9K (-$69.7K)
Filed 2026-10-29
Prospera Financial Services Inc
INCREASED
Shares1,250 from 1,104
Change+146 (+13%)
Value$284.6K (-$29.4K)
Filed 2026-11-04
Millennium Capital Advisors, LLC
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$289.1K (-$65.7K)
Filed 2026-10-16
Strategic Blueprint, LLC
DECREASED
Shares1,245 from 3,993
Change-2,748 (-69%)
Value$287.9K (-$845.3K)
Filed 2026-10-22
TSA Wealth Managment LLC
DECREASED
Shares1,236 from 4,393
Change-3,157 (-72%)
Value$285.8K (-$960.9K)
Filed 2026-10-22
Capital Investment Advisors, LLC
INCREASED
Shares1,190 from 1,164
Change+26 (+2%)
Value$275.3K (-$55.1K)
Filed 2026-10-22
Total Clarity Wealth Management, Inc.
INCREASED
Shares1,184 from 1,146
Change+38 (+3%)
Value$273.8K (-$51.3K)
Filed 2026-10-26
Dynamic Advisor Solutions LLC
DECREASED
Shares1,159 from 1,495
Change-336 (-22%)
Value$268.1K (-$156.1K)
Filed 2026-10-13
Baker Ellis Asset Management LLC
UNCHANGED
Shares1,150 from 1,150
Change0 (0%)
Value$265.9K (-$60.4K)
Filed 2026-10-14
WealthPlan Investment Management, LLC
UNCHANGED
Shares1,136 from 1,136
Change0 (0%)
Value$262.7K (-$59.7K)
Filed 2026-10-15
Heritage Family Offices, LLP
UNCHANGED
Shares1,109 from 1,109
Change0 (0%)
Value$256.5K (-$58.3K)
Filed 2026-11-02
Principle Wealth Partners LLC
DECREASED
Shares1,087 from 1,088
Change-1 (0%)
Value$251.5K (-$57.1K)
Filed 2026-11-02
Blue Trust, Inc.
DECREASED
Shares1,077 from 1,378
Change-301 (-22%)
Value$249.1K (-$142.0K)
Filed 2026-10-15
AlphaCore Capital LLC
UNCHANGED
Shares1,070 from 1,070
Change0 (0%)
Value$247.4K (-$56.2K)
Filed 2026-11-04
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares1,050 from 1,465
Change-415 (-28%)
Value$242.8K (-$173.1K)
Filed 2026-11-04
Kestra Investment Management, LLC
INCREASED
Shares1,049 from 1,035
Change+14 (+1%)
Value$242.6K (-$51.1K)
Filed 2026-11-04
Evanson Financial, LLC
UNCHANGED
Shares1,042 from 1,042
Change0 (0%)
Value$241.0K (-$54.6K)
Filed 2026-10-23
HF Advisory Group, LLC
INCREASED
Shares1,023 from 1,015
Change+8 (+1%)
Value$236.7K (-$51.5K)
Filed 2026-10-09
Accelerate Investment Advisors LLC
INCREASED
Shares1,019 from 979
Change+40 (+4%)
Value$235.7K (-$42.1K)
Filed 2026-11-02
Chapman Financial Group, LLC
UNCHANGED
Shares1,006 from 1,006
Change0 (0%)
Value$232.7K (-$52.9K)
Filed 2026-10-26
Davenport & Co LLC
DECREASED
Shares995 from 1,095
Change-100 (-9%)
Value$230.1K (-$80.6K)
Filed 2026-10-14
Sound Income Strategies, LLC
INCREASED
Shares994 from 938
Change+56 (+6%)
Value$225.5K (-$40.7K)
Filed 2026-10-09
Kuhn & Co Investment Counsel
NEW
Shares993
Change+993
Value$229.6K
Filed 2026-10-29
Inspirion Wealth Advisors, LLC
NEW
Shares985
Change+985
Value$227.9K
Filed 2026-10-09
CFS Investment Advisory Services, LLC
DECREASED
Shares985 from 8,892
Change-7,907 (-89%)
Value$230.1K (-$2.3M)
Filed 2026-10-19
Insight Wealth Partners, LLC
DECREASED
Shares959 from 1,305
Change-346 (-27%)
Value$221.8K (-$148.4K)
Filed 2026-10-26
Meridian Financial Advisors, LLC
UNCHANGED
Shares950 from 950
Change0 (0%)
Value$219.7K (-$49.9K)
Filed 2026-10-14
Redhawk Wealth Advisors, Inc.
DECREASED
Shares941 from 968
Change-27 (-3%)
Value$217.7K (-$57.0K)
Filed 2026-10-14
Savant Capital, LLC
DECREASED
Shares928 from 1,302
Change-374 (-29%)
Value$214.6K (-$143.7K)
Filed 2026-11-06
Diversify Advisory Services, LLC
INCREASED
Shares927 from 916
Change+11 (+1%)
Value$208.4K (-$41.9K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares927 from 916
Change+11 (+1%)
Value$208.4K (-$41.9K)
Filed 2026-10-20
Global Assets Advisory, LLC
UNCHANGED
Shares910 from 910
Change0 (0%)
Value$211.0K (-$50.0K)
Filed 2026-10-28
CWA Asset Management Group, LLC
UNCHANGED
Shares908 from 908
Change0 (0%)
Value$210.1K (-$47.6K)
Filed 2026-10-19
Indivisible Partners
NEW
Shares904
Change+904
Value$209.1K
Filed 2026-10-26
Capital Management Associates, Inc
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$208.1K (-$47.3K)
Filed 2026-10-20
Stevens Capital Partners
INCREASED
Shares898 from 888
Change+10 (+1%)
Value$207.6K (-$44.5K)
Filed 2026-10-29
Gables Capital Management Inc.
INCREASED
Shares893 from 266
Change+627 (+236%)
Value$206.5K (+$131.0K)
Filed 2026-11-04
Eagle Strategies LLC
DECREASED
Shares890 from 907
Change-17 (-2%)
Value$205.8K (-$51.5K)
Filed 2026-10-16
Crestwood Advisors Group, LLC
UNCHANGED
Shares890 from 890
Change0 (0%)
Value$205.8K (-$46.8K)
Filed 2026-10-27
Heritage Wealth Management, Inc.
UNCHANGED
Shares884 from 884
Change0 (0%)
Value$204.4K (-$46.4K)
Filed 2026-10-28
South Shore Capital Advisors
UNCHANGED
Shares879 from 879
Change0 (0%)
Value$203.3K (-$46.2K)
Filed 2026-10-20
Motive Wealth Advisors
UNCHANGED
Shares878 from 878
Change0 (0%)
Value$203.0K (-$46.1K)
Filed 2026-10-26
Mission Wealth Management, LP
DECREASED
Shares877 from 1,698
Change-821 (-48%)
Value$202.8K (-$279.1K)
Filed 2026-10-15
Sage Capital Advisors,llc
DECREASED
Shares875 from 1,750
Change-875 (-50%)
Value$202.3K (-$294.3K)
Filed 2026-10-13
Mascoma Wealth Management LLC
DECREASED
Shares865 from 898
Change-33 (-4%)
Value$200.1K (-$54.8K)
Filed 2026-10-23
Great Lakes Advisors, LLC
NEW
Shares792
Change+792
Value$183.2K
Filed 2026-11-06
Private Trust Co NA
DECREASED
Shares724 from 1,949
Change-1,225 (-63%)
Value$167.4K (-$385.7K)
Filed 2026-10-20
Larson Financial Group LLC
INCREASED
Shares673 from 615
Change+58 (+9%)
Value$155.6K (-$18.9K)
Filed 2026-11-05
Parallel Advisors, LLC
INCREASED
Shares653 from 652
Change+1 (+0%)
Value$150.9K (-$34.3K)
Filed 2026-11-03
Nfsg Corp
INCREASED
Shares640 from 595
Change+45 (+8%)
Value$147.9K (-$20.8K)
Filed 2026-10-15
Valley National Advisers Inc
UNCHANGED
Shares625 from 625
Change0 (0%)
Value$144.5K (-$32.8K)
Filed 2026-10-23
Capital Advisors, Ltd. LLC
UNCHANGED
Shares618 from 618
Change0 (0%)
Value$143 (-$32)
Filed 2026-10-27
Biltmore Family Office, LLC
DECREASED
Shares565 from 590
Change-25 (-4%)
Value$130.7K (-$36.8K)
Filed 2026-11-03
Ascentis Independent Advisors
NEW
Shares553
Change+553
Value$127.8K
Filed 2026-11-03
Creative Financial Designs Inc
DECREASED
Shares537 from 551
Change-14 (-3%)
Value$124.3K (-$32.2K)
Filed 2026-11-04
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED
Shares532 from 532
Change0 (0%)
Value$123 (-$150.9K)
Filed 2026-11-02
Rossby Financial, LCC
NEW
Shares519
Change+519
Value$120.0K
Filed 2026-11-05
Adkins Seale Capital Management LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$115.6K (-$26.3K)
Filed 2026-10-27
Collier Financial
NEW
Shares487
Change+487
Value$112.5K
Filed 2026-11-06
Intesa Sanpaolo Wealth Management
UNCHANGED
Shares480 from 480
Change0 (0%)
Value$111.0K (-$25.2K)
Filed 2026-10-28
Bullock Wealth Management Group
DECREASED
Shares440 from 690
Change-250 (-36%)
Value$101.9K (-$94.8K)
Filed 2026-10-09
Belvedere Trading LLC
DECREASED
Shares407 from 5,156
Change-4,749 (-92%)
Value$94.1K (-$1.4M)
Filed 2026-11-05
Compass Financial Management LLC
DECREASED
Shares402 from 436
Change-34 (-8%)
Value$93.0K (-$30.8K)
Filed 2026-10-30
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares298 from 298
Change0 (0%)
Value$68.9K (-$15.7K)
Filed 2026-11-04
Glass Jacobson Investment Advisors llc
INCREASED
Shares280 from 267
Change+13 (+5%)
Value$64.8K (-$11.0K)
Filed 2026-10-26
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares272 from 272
Change0 (0%)
Value$62.9K (-$14.3K)
Filed 2026-10-23
Toth Financial Advisory Corp
UNCHANGED
Shares260 from 260
Change0 (0%)
Value$60.1K (-$13.7K)
Filed 2026-10-08
Roxbury Financial LLC
UNCHANGED
Shares256 from 256
Change0 (0%)
Value$59.2K (-$13.4K)
Filed 2026-10-01
Russell Investments Group, Ltd.
INCREASED
Shares250 from 243
Change+7 (+3%)
Value$57.8K (-$11.2K)
Filed 2026-11-06
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares244 from 570
Change-326 (-57%)
Value$56.4K (-$105.3K)
Filed 2026-10-14
Assetmark, Inc
INCREASED
Shares236 from 201
Change+35 (+17%)
Value$54.6K (-$2.5K)
Filed 2026-10-21
Cdkv Holdings LLC
NEW
Shares230
Change+230
Value$53.2K
Filed 2026-10-28
Center for Financial Planning, Inc.
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$53.2K (-$12.1K)
Filed 2026-10-26
North Point Portfolio Managers Corp
NEW
Shares215
Change+215
Value$49.7K
Filed 2026-10-07
GK Wealth Management LLC
NEW
Shares206
Change+206
Value$47.7K
Filed 2026-10-09
Key FInancial Inc
UNCHANGED
Shares206 from 206
Change0 (0%)
Value$47.6K (-$10.8K)
Filed 2026-11-02
Barrett & Company, Inc.
INCREASED
Shares203 from 202
Change+1 (+1%)
Value$46.8K (-$10.6K)
Filed 2026-10-22
Latitude Advisors, LLC
NEW
Shares200
Change+200
Value$46.3K
Filed 2026-10-27
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares188 from 188
Change0 (0%)
Value$43.5K (-$9.9K)
Filed 2026-10-13
Westside Investment Management, Inc.
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$40.5K (-$9.2K)
Filed 2026-11-02
Signature Resources Capital Management, LLC
INCREASED
Shares170 from 169
Change+1 (+1%)
Value$39.3K (-$8.6K)
Filed 2026-10-16
Mather Group, Llc.
DECREASED
Shares167 from 418
Change-251 (-60%)
Value$38.6K (-$80.0K)
Filed 2026-10-14
Golden State Wealth Management, LLC
INCREASED
Shares155 from 147
Change+8 (+5%)
Value$35.8K (-$5.9K)
Filed 2026-11-02
Milestone Investment Advisors LLC
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$31.5K (-$7.1K)
Filed 2026-11-05
IAG Wealth Partners, LLC
INCREASED
Shares129 from 6
Change+123 (+2050%)
Value$29.8K (+$28.1K)
Filed 2026-11-06
Rothwell Investment Advisors, LLC
NEW
Shares128
Change+128
Value$29.6K
Filed 2026-11-06
Financial Freedom, LLC
NEW
Shares105
Change+105
Value$24.4K
Filed 2026-11-06
Edgemoor Investment Advisors, Inc.
NEW
Shares100
Change+100
Value$23.1K
Filed 2026-11-03
Fortitude Family Office, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$23.1K (-$5.3K)
Filed 2026-10-14
Manchester Capital Management LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$23.4K (-$5.0K)
Filed 2026-10-22
Hilltop National Bank
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$23.1K (-$5.3K)
Filed 2026-10-14
Harbor Investment Advisory, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$23.1K (-$5.3K)
Filed 2026-10-13
Caldwell Trust Co
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$23.1K (-$5.3K)
Filed 2026-10-30
Evolution Wealth Management Inc.
INCREASED
Shares93 from 44
Change+49 (+111%)
Value$21.5K (+$8.9K)
Filed 2026-10-28
Vision Financial Markets LLC
UNCHANGED
Shares92 from 92
Change0 (0%)
Value$21.2K (-$4.9K)
Filed 2026-10-22
EverSource Wealth Advisors, LLC
DECREASED
Shares81 from 177
Change-96 (-54%)
Value$18.7K (-$31.5K)
Filed 2026-11-04
Investors Research Corp
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$18.5K (-$4.2K)
Filed 2026-10-07
Burk Holdings LLC
UNCHANGED
Shares79 from 79
Change0 (0%)
Value$18.3K (-$4.2K)
Filed 2026-11-05
First Command Advisory Services, Inc.
UNCHANGED
Shares73 from 73
Change0 (0%)
Value$16.9K (-$3.9K)
Filed 2026-11-05
Silver Grove Financial Group, Inc.
INCREASED
Shares71 from 42
Change+29 (+69%)
Value$16.4K (+$4.5K)
Filed 2026-11-05
Nvwm, LLC
DECREASED
Shares69 from 70
Change-1 (-1%)
Value$16.0K (-$3.9K)
Filed 2026-10-14
Bear Mountain Capital, Inc.
NEW
Shares68
Change+68
Value$15.2K
Filed 2026-11-04
Torren Management, LLC
NEW
Shares60
Change+60
Value$13.9K
Filed 2026-10-29
Financial Perspectives, Inc
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$13.7K (-$3.1K)
Filed 2026-11-03
Kroeger Financial Partners
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$13.4K (-$3.0K)
Filed 2026-10-19
Wagner Wealth Management, LLC
INCREASED
Shares56 from 5
Change+51 (+1020%)
Value$13.0K (+$11.5K)
Filed 2026-10-21
Capital Investment Advisory Services, LLC
INCREASED
Shares52 from 12
Change+40 (+333%)
Value$12.0K (+$8.6K)
Filed 2026-10-30
Adirondack Trust Co
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$10.4K (-$2.4K)
Filed 2026-10-14
WPG Advisers, LLC
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$10.4K (-$2.4K)
Filed 2026-10-27
Central Trust Co
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$9.9K (-$2.3K)
Filed 2026-11-05
Nova Financial LLC
NEW
Shares35
Change+35
Value$8.1K
Filed 2026-11-04
Montag A & Associates Inc
NEW
Shares34
Change+34
Value$7.9K
Filed 2026-10-29
Meriwether Wealth & Planning, LLC
NEW
Shares33
Change+33
Value$7.6K
Filed 2026-10-13
CX Institutional
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$7 (-$2)
Filed 2026-10-02
UMB Bank, n.a.
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$6.9K (-$1.6K)
Filed 2026-11-06
Abound Wealth Management
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$6.5K (-$1.5K)
Filed 2026-10-26
Highline Wealth Partners LLC
DECREASED
Shares27 from 95
Change-68 (-72%)
Value$6.3K (-$20.7K)
Filed 2026-10-19
Go Invest LLC
INCREASED
Shares27 from 20
Change+7 (+35%)
Value$6.3K (+$595)
Filed 2026-10-09
Global Trust Asset Management, LLC
NEW
Shares22
Change+22
Value$5.1K
Filed 2026-10-19
Pinnacle Bancorp, Inc.
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$5.1K (-$1.2K)
Filed 2026-10-21
Bank of New Hampshire
NEW
Shares21
Change+21
Value$4.9K
Filed 2026-10-06
Financially Speaking Inc
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$4.6K (-$455)
Filed 2026-11-05
Gamma Investing LLC
NEW
Shares18
Change+18
Value$4.2K
Filed 2026-10-08
Strategic Advocates LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$3.9K (-$893)
Filed 2026-11-03
RHL Group, LLC
INCREASED
Shares15 from 13
Change+2 (+15%)
Value$3.5K (-$187)
Filed 2026-11-04
North Star Investment Management Corp.
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$3.5K (-$793)
Filed 2026-10-27
Cape Investment Advisory, Inc.
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$3.2K (-$735)
Filed 2026-10-13
Central Pacific Bank - Trust Division
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$3.0K (-$683)
Filed 2026-10-06
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$2.8K (-$631)
Filed 2026-10-15
Key Capital Management, Inc
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$2.5K (-$578)
Filed 2026-11-03
Triumph Capital Management
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$2.3K (-$526)
Filed 2026-10-14
Signaturefd, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$2.3K (-$529)
Filed 2026-10-23
Ashton Thomas Securities, LLC
NEW
Shares9
Change+9
Value$2.1K
Filed 2026-10-26
Cedar Mountain Advisors, LLC
DECREASED
Shares9 from 50
Change-41 (-82%)
Value$2.1K (-$12.1K)
Filed 2026-10-15
Aventus Investment Advisors, Inc.
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$2.1K (-$473)
Filed 2026-10-09
Next Level Wealth Planning, LLC
NEW
Shares8
Change+8
Value$1.9K
Filed 2026-10-29
Ashurst Perkins Coie Trust Co
NEW
Shares8
Change+8
Value$1.9K
Filed 2026-10-15
Reyes Financial Architecture, Inc.
DECREASED
Shares8 from 87
Change-79 (-91%)
Value$1.9K (-$22.8K)
Filed 2026-10-22
Moisand Fitzgerald Tamayo, LLC
NEW
Shares6
Change+6
Value$1.4K
Filed 2026-10-15
Essential Partners LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$1.2K (-$263)
Filed 2026-10-14
Creative Capital Management Investments LLC
NEW
Shares4
Change+4
Value$925
Filed 2026-10-28
Farmers & Merchants Trust Co of Chambersburg PA
NEW
Shares4
Change+4
Value$1
Filed 2026-10-14
PFS Partners, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$927 (-$210)
Filed 2026-10-21
Washington Trust Advisors, Inc.
NEW
Shares2
Change+2
Value$565
Filed 2026-10-22
Salomon & Ludwin, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$463 (-$107)
Filed 2026-10-29
Sage Mountain Advisors LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$463 (-$105)
Filed 2026-11-02
Fortis Group Advisors, LLC
CLOSED
Shares0 from 18,396
Change-18,396 (-100%)
Value$0 (-$5.2M)
Filed 2026-11-06
Silverleafe Capital Partners, LLC
CLOSED
Shares0 from 15,543
Change-15,543 (-100%)
Value$0 (-$4.4M)
Filed 2026-10-02
Zega Investments, LLC
CLOSED
Shares0 from 7,239
Change-7,239 (-100%)
Value$0 (-$2.1M)
Filed 2026-11-04
Iams Wealth Management, LLC
CLOSED
Shares0 from 4,422
Change-4,422 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-15
Larry Mathis Financial Planning, LLC
CLOSED
Shares0 from 3,826
Change-3,826 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-26
Scarborough Advisors, LLC
CLOSED
Shares0 from 2,709
Change-2,709 (-100%)
Value$0 (-$759.1K)
Filed 2026-10-16
Blue Jean Financial LLC
CLOSED
Shares0 from 2,630
Change-2,630 (-100%)
Value$0 (-$746.4K)
Filed 2026-10-20
October Effect Ltd
CLOSED
Shares0 from 2,444
Change-2,444 (-100%)
Value$0 (-$693.6K)
Filed 2026-10-20
Verity Asset Management, Inc.
CLOSED
Shares0 from 2,328
Change-2,328 (-100%)
Value$0 (-$660.7K)
Filed 2026-10-30
Thor Trading Advisors, LLC
CLOSED
Shares0 from 2,158
Change-2,158 (-100%)
Value$0 (-$612.4K)
Filed 2026-11-05
Asempa Wealth Advisors
CLOSED
Shares0 from 2,009
Change-2,009 (-100%)
Value$0 (-$570.1K)
Filed 2026-10-07
Kelly Financial Services LLC
CLOSED
Shares0 from 1,635
Change-1,635 (-100%)
Value$0 (-$464.0K)
Filed 2026-10-20
Cypress Wealth Services, LLC
CLOSED
Shares0 from 1,567
Change-1,567 (-100%)
Value$0 (-$444.7K)
Filed 2026-10-21
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 1,440
Change-1,440 (-100%)
Value$0 (-$408.7K)
Filed 2026-11-03
A4 Wealth Advisors LLC
CLOSED
Shares0 from 1,439
Change-1,439 (-100%)
Value$0 (-$408.4K)
Filed 2026-10-20
Chatham Capital Group, Inc.
CLOSED
Shares0 from 1,370
Change-1,370 (-100%)
Value$0 (-$388.8K)
Filed 2026-10-16
World Equity Group, Inc.
CLOSED
Shares0 from 1,192
Change-1,192 (-100%)
Value$0 (-$338.4K)
Filed 2026-10-14
Chicago Partners Investment Group LLC
CLOSED
Shares0 from 1,119
Change-1,119 (-100%)
Value$0 (-$302.8K)
Filed 2026-10-27
Private Advisory Group LLC
CLOSED
Shares0 from 1,118
Change-1,118 (-100%)
Value$0 (-$317.3K)
Filed 2026-11-06
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 1,109
Change-1,109 (-100%)
Value$0 (-$314.7K)
Filed 2026-10-27
Flagship Private Wealth, LLC
CLOSED
Shares0 from 1,075
Change-1,075 (-100%)
Value$0 (-$305.0K)
Filed 2026-11-05
Wesbanco Bank Inc
CLOSED
Shares0 from 1,064
Change-1,064 (-100%)
Value$0 (-$302.0K)
Filed 2026-11-04
One Advisory Partners, LLC
CLOSED
Shares0 from 864
Change-864 (-100%)
Value$0 (-$245.2K)
Filed 2026-10-22
Solstein Capital, LLC
CLOSED
Shares0 from 853
Change-853 (-100%)
Value$0 (-$242.1K)
Filed 2026-11-02
Beacon Financial Group
CLOSED
Shares0 from 849
Change-849 (-100%)
Value$0 (-$240.9K)
Filed 2026-10-19
Gilliland Jeter Wealth Management LLC
CLOSED
Shares0 from 848
Change-848 (-100%)
Value$0 (-$240.7K)
Filed 2026-10-28
Dana Investment Advisors, Inc.
CLOSED
Shares0 from 847
Change-847 (-100%)
Value$0 (-$240.4K)
Filed 2026-11-06
Independent Solutions Wealth Management, LLC
CLOSED
Shares0 from 846
Change-846 (-100%)
Value$0 (-$240.1K)
Filed 2026-10-28
Lynx Investment Advisory
CLOSED
Shares0 from 838
Change-838 (-100%)
Value$0 (-$237.9K)
Filed 2026-10-27
Sigma Planning Corp
CLOSED
Shares0 from 837
Change-837 (-100%)
Value$0 (-$237.7K)
Filed 2026-10-23
L. Roy Papp & Associates, LLP
CLOSED
Shares0 from 823
Change-823 (-100%)
Value$0 (-$233.6K)
Filed 2026-10-21
Koshinski Asset Management, Inc.
CLOSED
Shares0 from 812
Change-812 (-100%)
Value$0 (-$230.5K)
Filed 2026-10-29
Core Wealth Advisors, LLC
CLOSED
Shares0 from 807
Change-807 (-100%)
Value$0 (-$229.0K)
Filed 2026-11-05
Americana Partners, LLC
CLOSED
Shares0 from 800
Change-800 (-100%)
Value$0 (-$227.0K)
Filed 2026-10-28
Confluence Wealth Services, Inc.
CLOSED
Shares0 from 800
Change-800 (-100%)
Value$0 (-$227.0K)
Filed 2026-11-05
Trace Wealth Advisors, LLC
CLOSED
Shares0 from 795
Change-795 (-100%)
Value$0 (-$225.6K)
Filed 2026-10-30
WT Wealth Management
CLOSED
Shares0 from 793
Change-793 (-100%)
Value$0 (-$225.0K)
Filed 2026-10-13
Mallini Complete Financial Planning LLC
CLOSED
Shares0 from 779
Change-779 (-100%)
Value$0 (-$221.3K)
Filed 2026-10-06
OFS Enterprise LLC
CLOSED
Shares0 from 774
Change-774 (-100%)
Value$0 (-$219.7K)
Filed 2026-10-16
Griffin Asset Management, Inc.
CLOSED
Shares0 from 773
Change-773 (-100%)
Value$0 (-$219.4K)
Filed 2026-10-22
LexAurum Advisors, LLC
CLOSED
Shares0 from 768
Change-768 (-100%)
Value$0 (-$217.9K)
Filed 2026-10-19
Brighton Jones LLC
CLOSED
Shares0 from 768
Change-768 (-100%)
Value$0 (-$217.8K)
Filed 2026-11-03
Ejmk Ventures LLC
CLOSED
Shares0 from 760
Change-760 (-100%)
Value$0 (-$215.7K)
Filed 2026-10-21
Wealth Alliance Advisory Group, LLC
CLOSED
Shares0 from 751
Change-751 (-100%)
Value$0 (-$213.1K)
Filed 2026-10-14
ProVise Management Group, LLC
CLOSED
Shares0 from 737
Change-737 (-100%)
Value$0 (-$209.3K)
Filed 2026-11-06
Ferguson Wellman Capital Management, Inc
CLOSED
Shares0 from 735
Change-735 (-100%)
Value$0 (-$208.6K)
Filed 2026-10-05
Insight Advisors, LLC/ PA
CLOSED
Shares0 from 715
Change-715 (-100%)
Value$0 (-$203.0K)
Filed 2026-10-22
Keybank National Association
CLOSED
Shares0 from 706
Change-706 (-100%)
Value$0 (-$200.4K)
Filed 2026-11-04
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 197
Change-197 (-100%)
Value$0 (-$55.9K)
Filed 2026-11-06
AdvisorNet Financial, Inc
CLOSED
Shares0 from 102
Change-102 (-100%)
Value$0 (-$29.0K)
Filed 2026-10-15
Stone House Investment Management, LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$28.4K)
Filed 2026-10-23
Tucker Asset Management LLC
CLOSED
Shares0 from 95
Change-95 (-100%)
Value$0 (-$27.0K)
Filed 2026-10-29
Point Nemo Capital, LLC
CLOSED
Shares0 from 87
Change-87 (-100%)
Value$0 (-$24.7K)
Filed 2026-11-03
Gill Capital Partners, LLC
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$14.2K)
Filed 2026-10-13
Realta Investment Advisors
CLOSED
Shares0 from 22
Change-22 (-100%)
Value$0 (-$6.2K)
Filed 2026-10-14
Bfsg, LLC
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$4.3K)
Filed 2026-10-30
Trust Co of Vermont
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$2.6K)
Filed 2026-10-21
Brooklyn FI, LLC
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$2.4K)
Filed 2026-11-05
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$491.4K (-$118.7K)
Filed 2026-10-29
Morgan Stanley
N/A
Shares— from 881,929
Change-881,929 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 866,092
Change-866,092 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 599,395
Change-599,395 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 280,520
Change-280,520 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 259,178
Change-259,178 (-100%)
Value—
UBS Group AG
N/A
Shares— from 256,859
Change-256,859 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 209,691
Change-209,691 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 180,518
Change-180,518 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 178,971
Change-178,971 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 173,177
Change-173,177 (-100%)
Value—
Affinity Wealth Management LLC
N/A
Shares— from 156,609
Change-156,609 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 145,795
Change-145,795 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 118,572
Change-118,572 (-100%)
Value—
Robinhood Asset Management, LLC
N/A
Shares— from 117,413
Change-117,413 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 102,923
Change-102,923 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 80,750
Change-80,750 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 78,782
Change-78,782 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 77,451
Change-77,451 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 74,618
Change-74,618 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 67,272
Change-67,272 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 65,204
Change-65,204 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 48,491
Change-48,491 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 40,666
Change-40,666 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 40,634
Change-40,634 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 39,842
Change-39,842 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 38,899
Change-38,899 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 35,928
Change-35,928 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 35,555
Change-35,555 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 35,536
Change-35,536 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 33,637
Change-33,637 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 32,047
Change-32,047 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 31,570
Change-31,570 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 31,258
Change-31,258 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 30,132
Change-30,132 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 29,910
Change-29,910 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 29,702
Change-29,702 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 29,304
Change-29,304 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 29,004
Change-29,004 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 24,342
Change-24,342 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 23,990
Change-23,990 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 20,611
Change-20,611 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 20,558
Change-20,558 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 19,457
Change-19,457 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 19,095
Change-19,095 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 18,995
Change-18,995 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 18,882
Change-18,882 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 18,715
Change-18,715 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 18,335
Change-18,335 (-100%)
Value—
Norris Financial Group, LLC
N/A
Shares— from 17,568
Change-17,568 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 17,363
Change-17,363 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 17,271
Change-17,271 (-100%)
Value—
&partners
N/A
Shares— from 16,927
Change-16,927 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 16,679
Change-16,679 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 16,267
Change-16,267 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 16,137
Change-16,137 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 14,085
Change-14,085 (-100%)
Value—
Cavalier Investments, LLC
N/A
Shares— from 13,804
Change-13,804 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 12,354
Change-12,354 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 11,648
Change-11,648 (-100%)
Value—
FMR LLC
N/A
Shares— from 11,648
Change-11,648 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 11,366
Change-11,366 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 11,089
Change-11,089 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 10,856
Change-10,856 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 10,743
Change-10,743 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 10,517
Change-10,517 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 10,443
Change-10,443 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 10,298
Change-10,298 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 10,072
Change-10,072 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 10,003
Change-10,003 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 9,646
Change-9,646 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 9,208
Change-9,208 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 8,859
Change-8,859 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 8,044
Change-8,044 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 8,015
Change-8,015 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 7,717
Change-7,717 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 7,590
Change-7,590 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 7,480
Change-7,480 (-100%)
Value—
Authentikos Wealth Advisory, LLC
N/A
Shares— from 7,319
Change-7,319 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 7,012
Change-7,012 (-100%)
Value—
Alamea Verwaltungs GmbH
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 6,599
Change-6,599 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 6,111
Change-6,111 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 6,091
Change-6,091 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 5,958
Change-5,958 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 5,893
Change-5,893 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 5,876
Change-5,876 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 5,792
Change-5,792 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 5,736
Change-5,736 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 5,481
Change-5,481 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 5,277
Change-5,277 (-100%)
Value—
Blair William & Co
N/A
Shares— from 5,086
Change-5,086 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 5,064
Change-5,064 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 4,969
Change-4,969 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 4,949
Change-4,949 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 4,709
Change-4,709 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 4,613
Change-4,613 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 4,423
Change-4,423 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 4,286
Change-4,286 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 4,271
Change-4,271 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 4,260
Change-4,260 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 4,108
Change-4,108 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 4,049
Change-4,049 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 3,882
Change-3,882 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 3,784
Change-3,784 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 3,772
Change-3,772 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 3,762
Change-3,762 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 3,745
Change-3,745 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 3,706
Change-3,706 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,548
Change-3,548 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 3,526
Change-3,526 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 3,521
Change-3,521 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 3,447
Change-3,447 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 3,224
Change-3,224 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 3,212
Change-3,212 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 3,206
Change-3,206 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 3,175
Change-3,175 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 3,069
Change-3,069 (-100%)
Value—
Premier Private Wealth Management LLC
N/A
Shares— from 3,025
Change-3,025 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 2,999
Change-2,999 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 2,938
Change-2,938 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 2,929
Change-2,929 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 2,890
Change-2,890 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 2,663
Change-2,663 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 2,644
Change-2,644 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 2,637
Change-2,637 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 2,604
Change-2,604 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,587
Change-2,587 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 2,585
Change-2,585 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 2,449
Change-2,449 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 2,414
Change-2,414 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 2,273
Change-2,273 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 2,221
Change-2,221 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 2,219
Change-2,219 (-100%)
Value—
Nwam LLC
N/A
Shares— from 2,214
Change-2,214 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 2,133
Change-2,133 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 2,094
Change-2,094 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 2,014
Change-2,014 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 2,008
Change-2,008 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 2,006
Change-2,006 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 1,934
Change-1,934 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 1,928
Change-1,928 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 1,928
Change-1,928 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 1,903
Change-1,903 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 1,832
Change-1,832 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 1,795
Change-1,795 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,794
Change-1,794 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 1,788
Change-1,788 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 1,670
Change-1,670 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 1,553
Change-1,553 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 1,494
Change-1,494 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 1,445
Change-1,445 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 1,420
Change-1,420 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 1,417
Change-1,417 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,398
Change-1,398 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 1,372
Change-1,372 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 1,346
Change-1,346 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 1,315
Change-1,315 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 1,288
Change-1,288 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 1,278
Change-1,278 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 1,256
Change-1,256 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 1,241
Change-1,241 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,226
Change-1,226 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 1,225
Change-1,225 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 1,214
Change-1,214 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 1,190
Change-1,190 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,161
Change-1,161 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 1,120
Change-1,120 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 1,114
Change-1,114 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 1,082
Change-1,082 (-100%)
Value—
Presper Financial Architects, LLC
N/A
Shares— from 1,062
Change-1,062 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 1,061
Change-1,061 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 1,053
Change-1,053 (-100%)
Value—
Campion Asset Management
N/A
Shares— from 1,043
Change-1,043 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 1,040
Change-1,040 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 1,038
Change-1,038 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 1,030
Change-1,030 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 998
Change-998 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 977
Change-977 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 964
Change-964 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 956
Change-956 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 955
Change-955 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 930
Change-930 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 924
Change-924 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 919
Change-919 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 917
Change-917 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 910
Change-910 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 883
Change-883 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 877
Change-877 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 877
Change-877 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 871
Change-871 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 869
Change-869 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 866
Change-866 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 865
Change-865 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 843
Change-843 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 786
Change-786 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 779
Change-779 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 772
Change-772 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 772
Change-772 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 770
Change-770 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 750
Change-750 (-100%)
Value—
Curtis Wealth Management LLC
N/A
Shares— from 742
Change-742 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 726
Change-726 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 720
Change-720 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 600
Change-600 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 599
Change-599 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 596
Change-596 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 595
Change-595 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 502
Change-502 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 475
Change-475 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 442
Change-442 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 438
Change-438 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 425
Change-425 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 343
Change-343 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 326
Change-326 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 270
Change-270 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 268
Change-268 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 264
Change-264 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 221
Change-221 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 206
Change-206 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 200
Change-200 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 186
Change-186 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 181
Change-181 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 162
Change-162 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 141
Change-141 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 130
Change-130 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 125
Change-125 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 123
Change-123 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 119
Change-119 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 97
Change-97 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 75
Change-75 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 75
Change-75 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 69
Change-69 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 55
Change-55 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 54
Change-54 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 44
Change-44 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 42
Change-42 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 37
Change-37 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 35
Change-35 (-100%)
Value—
CNB Bank
N/A
Shares— from 35
Change-35 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 17
Change-17 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 16
Change-16 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 15
Change-15 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 10
Change-10 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
ARK Investment Management LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED1,577,4961,454,537+122,959+8%$412.8M$364.8M-$48.0M2026-11-06
Howard Capital Management Group, LLC
INCREASED185,014184,408+606+0%$52.3M$42.8M-$9.5M2026-10-16
Commonwealth Equity Services, LLC
DECREASED165,088185,880-20,792-11%$52.8M$38.2M-$14.6M2026-11-02
PNC Financial Services Group, Inc.
DECREASED141,474143,045-1,571-1%$40.6M$32.7M-$7.9M2026-11-06
Enclave Advisors LLC
DECREASED139,816143,072-3,256-2%$40.6M$32.3M-$8.3M2026-10-14
Gerber Kawasaki Wealth & Investment Management
INCREASED128,369123,156+5,213+4%$35.0M$29.7M-$5.3M2026-10-29
Cambridge Investment Research Advisors, Inc.
DECREASED112,009113,789-1,780-2%$32.3M$25.9K-$32.3M2026-11-02
Cumberland Advisors Inc
DECREASED69,82772,577-2,750-4%$20.6M$16.1M-$4.4M2026-10-30
Confluence Investment Management LLC
NEW63,282—+63,282——$14.6M—2026-10-01
Wespac Advisors SoCal, LLC
INCREASED51,54350,425+1,118+2%$14.3M$11.9M-$2.4M2026-10-13
Armstrong Advisory Group, Inc
INCREASED48,91648,295+621+1%$13.7M$11.3M-$2.4M2026-10-09
Allspring Global Investments Holdings, LLC
INCREASED43,96912+43,957+366308%$3.4K$10.2M+$10.2M2026-11-04
Merit Financial Group, LLC
INCREASED43,46941,888+1,581+4%$11.9M$10.1M-$1.8M2026-11-06
Kestra Advisory Services, LLC
INCREASED37,55430,964+6,590+21%$8.8M$8.7M-$102.9K2026-11-02
CoreCap Advisors, LLC
INCREASED34,06533,083+982+3%$9.4M$7.9M-$1.5M2026-10-08
Y.D. More Investments Ltd
INCREASED32,74232,470+272+1%$9.2M$7.6M-$1.6M2026-11-02
Congress Asset Management Co
INCREASED32,677858+31,819+3709%$243.5K$7.6M+$7.3M2026-10-06
Bourgeon Capital Management LLC
DECREASED32,58932,764-175-1%$9.3M$7.5M-$1.8M2026-10-19
Avior Wealth Management, LLC
NEW32,587—+32,587——$7.5M—2026-10-13
Southern Capital Services Inc
INCREASED30,28927,331+2,958+11%$7.8M$7.0M-$752.0K2026-10-19
Thrivent Financial for Lutherans
INCREASED30,10727,136+2,971+11%$7.7M$7.0K-$7.7M2026-11-05
Kraft, Davis & Associates, LLC
INCREASED29,5226,082+23,440+385%$1.7M$6.6M+$5.0M2026-10-21
Madrona Financial Services, LLC
NEW29,231—+29,231——$6.8M—2026-10-23
Citizens Financial Group Inc
NEW28,678—+28,678——$6.6M—2026-10-23
Creative Planning
DECREASED23,68025,035-1,355-5%$7.1M$5.5M-$1.6M2026-11-02
Perigon Wealth Management, LLC
INCREASED23,00820,440+2,568+13%$5.8M$5.3M-$480.1K2026-10-22
Truist Financial Corp
INCREASED22,48320,166+2,317+11%$5.7M$5.2M-$523.6K2026-10-30
McGuire Investment Group, LLC
INCREASED20,38819,995+393+2%$5.7M$4.7M-$959.7K2026-10-23
Viewpoint Investment Partners Corp
DECREASED19,58219,904-322-2%$5.9M$4.7M-$1.2M2026-10-26
Hobart Private Capital, LLC
INCREASED18,35717,531+826+5%$5.0M$4.2M-$730.1K2026-10-19
Fifth Third Securities, Inc.
DECREASED17,05221,105-4,053-19%$6.0M$3.9M-$2.0M2026-10-21
Lido Advisors, LLC
INCREASED16,88211,847+5,035+43%$3.4M$3.9M+$542.1K2026-11-04
Pinnacle Associates LTD
DECREASED16,84217,177-335-2%$4.9M$3.9M-$979.9K2026-10-20
Wealth Enhancement Advisory Services, LLC
DECREASED16,67317,117-444-3%$4.6M$3.8M-$863.8K2026-10-13
Innealta Capital, LLC
INCREASED15,28715,234+53+0%$4.3M$3.5M-$788.1K2026-11-02
Cornerstone Wealth Management, LLC
INCREASED14,97012,776+2,194+17%$3.6M$3.5M-$164.0K2026-11-04
Signature Estate & Investment Advisors LLC
INCREASED13,75312,222+1,531+13%$3.5M$3.2M-$288.2K2026-10-13
Kestra Private Wealth Services, LLC
INCREASED13,05412,995+59+0%$3.7M$3.0M-$669.1K2026-11-06
Oppenheimer & Co Inc
DECREASED13,01214,636-1,624-11%$4.2M$3.0M-$1.1M2026-10-26
Yelin Lapidot Holdings Management Ltd.
UNCHANGED12,50012,50000%$3.5M$2.9M-$656.8K2026-10-26
Fifth Third Bancorp
INCREASED12,4147,685+4,729+62%$2.2M$2.9M+$689.8K2026-11-05
Keystone Global Partners, LLC
INCREASED12,17311,330+843+7%$3.2M$2.8M-$400.3K2026-10-13
NovaPoint Capital, LLC
DECREASED12,08613,338-1,252-9%$3.8M$2.8M-$990.3K2026-10-22
WealthSpring Partners, LLC
DECREASED11,87214,075-2,203-16%$4.0M$2.7M-$1.2M2026-10-14
Spinnaker Investment Group, LLC
INCREASED11,82911,274+555+5%$3.2M$2.7M-$464.0K2026-10-13
FFG Partners, LLC
INCREASED11,4415,181+6,260+121%$1.5M$2.6M+$1.2M2026-10-15
Park Avenue Securities LLC
INCREASED10,7879,171+1,616+18%$2.6M$2.5K-$2.6M2026-10-26
Retirement Planning Group, LLC
DECREASED10,67011,137-467-4%$3.2M$2.5M-$692.9K2026-10-19
J.W. Cole Advisors, Inc.
DECREASED10,54210,684-142-1%$3.0M$2.4M-$594.1K2026-11-05
Bank of New York Mellon Corp
NEW10,263—+10,263——$2.4M—2026-11-05
Clarus Wealth Advisors
DECREASED9,83110,057-226-2%$2.8M$2.2M-$508.9K2026-10-13
D.A. Davidson & Co.
DECREASED9,75416,525-6,771-41%$4.7M$2.3M-$2.4M2026-10-28
Global View Capital Management LLC
INCREASED9,7407,265+2,475+34%$2.1M$2.3M+$190.6K2026-10-28
Purewater Capital LLC
INCREASED9,4799,301+178+2%$2.6M$2.2M-$447.5K2026-10-23
SeaCrest Wealth Management, LLC
INCREASED9,2278,325+902+11%$2.4M$2.1M-$228.8K2026-10-21
IFP Advisors, Inc
DECREASED9,0819,364-283-3%$2.7M$2.1M-$557.4K2026-10-16
Anson Capital, Inc.
INCREASED9,0397,221+1,818+25%$2.0M$2.1M+$41.1K2026-10-23
Acorn Wealth Advisors, LLC
INCREASED8,9077,535+1,372+18%$2.1M$2.1M-$78.4K2026-10-19
Madden Securities Corp
DECREASED8,5109,585-1,075-11%$2.7M$2.0M-$752.2K2026-10-27
White Pine Investment Co
INCREASED7,9014,358+3,543+81%$1.2M$1.8K-$1.2M2026-10-15
Meitav Investment House LTD
DECREASED7,84717,635-9,788-55%$5.0M$1.8M-$3.2M2026-10-28
Flagstar Securities, Inc
INCREASED7,6926,927+765+11%$2.0M$1.8M-$187.1K2026-10-15
Buska Wealth Management, LLC
DECREASED7,57612,076-4,500-37%$3.4M$1.8M-$1.7M2026-10-08
SFI Advisors, LLC
DECREASED7,0627,097-350%$2.0M$1.6M-$381.0K2026-10-30
Money Concepts Capital Corp
INCREASED6,9835,441+1,542+28%$1.5M$1.6M+$70.7K2026-11-06
Brookstone Capital Management
INCREASED6,8896,613+276+4%$1.9M$1.6M-$283.6K2026-10-22
Krilogy Financial LLC
DECREASED6,5206,736-216-3%$1.9M$1.5M-$440.8K2026-10-13
Avid Wealth Partners LLC
DECREASED6,2257,185-960-13%$2.0M$1.4M-$599.5K2026-11-03
Provenance Wealth Advisors, LLC
INCREASED6,2094,453+1,756+39%$1.3M$1.4M+$172.1K2026-10-30
Evolution Wealth Advisors, LLC
UNCHANGED6,1706,17000%$1.8M$1.4M-$324.2K2026-11-03
Formidable Asset Management, LLC
INCREASED6,1416,025+116+2%$1.5M$1.7M+$212.5K2026-11-03
Northland Securities, Inc.
INCREASED6,0485,755+293+5%$1.6M$1.4M-$234.6K2026-11-02
Accurate Wealth Management, LLC
INCREASED5,8505,775+75+1%$1.6M$1.3M-$263.8K2026-10-20
WealthBridge Capital Management, LLC
INCREASED5,6145,074+540+11%$1.4M$1.3M-$141.7K2026-10-16
B. Riley Wealth Advisors, Inc.
INCREASED5,6115,603+8+0%$1.6M$1.3M-$254.4K2026-10-13
HBW Advisory Services LLC
DECREASED5,50931,696-26,187-83%$9.0M$1.3M-$7.7M2026-10-15
Security Financial Services, Inc.
DECREASED5,5067,420-1,914-26%$2.1M$1.3M-$832.4K2026-10-29
Strategy Asset Managers LLC
DECREASED5,4255,503-78-1%$1.6M$1.3M-$307.1K2026-10-14
Y-Intercept (Hong Kong) Ltd
NEW5,353—+5,353——$1.2M—2026-10-16
Level Four Advisory Services, LLC
INCREASED5,0414,717+324+7%$1.3M$1.2M-$172.9K2026-11-06
Powell Investment Advisors, LLC
INCREASED5,0235,021+2+0%$1.4M$1.2M-$263.3K2026-10-22
BIP Wealth, LLC
INCREASED4,9224,920+2+0%$1.4M$1.1M-$257.9K2026-10-22
First Growth Capital LLC
UNCHANGED4,8194,81900%$1.4M$1.1M-$253.2K2026-10-15
Meixler Investment Management, Ltd.
DECREASED4,7924,916-124-3%$1.4M$1.1M-$287.0K2026-11-03
Buttonwood Financial Group, LLC
NEW4,716—+4,716——$1.1M—2026-10-16
WBH Advisory Inc
DECREASED4,5604,606-46-1%$1.3M$1.1M-$252.6K2026-11-05
Investment Management Trust, LLC
INCREASED4,3694,342+27+1%$1.2M$1.0M-$221.9K2026-11-05
MGO One Seven LLC
DECREASED4,2845,477-1,193-22%$1.6M$990.7K-$563.6K2026-10-28
Citigroup Inc
INCREASED4,1482,874+1,274+44%$815.6K$959.2K+$143.6K2026-11-04
Spire Wealth Management
INCREASED4,1424,030+112+3%$1.1M$957.9K-$185.8K2026-10-30
Visionary Wealth Advisors
NEW4,113—+4,113——$951.1K—2026-11-04
WBI Investments, LLC
DECREASED4,1014,995-894-18%$1.4M$948.4K-$469.1K2026-11-05
Stonebridge Financial Planning Group, LLC
INCREASED3,9643,851+113+3%$1.1M$916.7K-$176.2K2026-11-06
Signature Equity Partners, LLC
INCREASED3,9183,663+255+7%$1.0M$906.1K-$133.5K2026-10-29
Concurrent Investment Advisors, LLC
INCREASED3,9042,446+1,458+60%$694.3K$902.7K+$208.5K2026-10-16
ShoreHaven Wealth Partners, LLC
DECREASED3,8564,332-476-11%$1.2M$891.7K-$337.7K2026-10-16
US Bancorp \de\
DECREASED3,8324,665-833-18%$1.3M$886.2K-$437.7K2026-11-05
Sound Financial Strategies Group, LLC
DECREASED3,8013,959-158-4%$1.1M$879.0K-$244.5K2026-10-30
Vise Technologies, Inc.
INCREASED3,7753,771+4+0%$1.1M$873.1K-$197.2K2026-10-29
PFG Advisors
INCREASED3,7603,147+613+19%$893.1K$869.6K-$23.6K2026-10-16
Avalon Capital Management
UNCHANGED3,7213,72100%$1.1M$860.5K-$195.5K2026-11-04
Old National Bancorp
INCREASED3,6663,630+36+1%$1.0M$847.8K-$182.4K2026-10-20
Balboa Wealth Partners
UNCHANGED3,6283,62800%$1.0M$839.0K-$190.6K2026-10-20
International Assets Investment Management, LLC
INCREASED3,5621,766+1,796+102%$503.5K$825.0K+$321.5K2026-11-02
Founders Financial Securities LLC
NEW3,542—+3,542——$819.1K—2026-10-28
Apollon Wealth Management, LLC
DECREASED3,5233,687-164-4%$1.0M$814.8K-$231.6K2026-10-23
BLB&B Advisors, LLC
UNCHANGED3,4983,49800%$992.7K$808.9K-$183.8K2026-10-27
Lanark Financial, Inc.
DECREASED3,4803,603-123-3%$1.0M$804.7K-$218.0K2026-10-26
Cpwa, LLC
INCREASED3,4483,162+286+9%$897.4K$777.7K-$119.7K2026-11-04
Meridian Wealth Management, LLC
INCREASED3,4103,371+39+1%$956.7K$788.5K-$168.2K2026-11-05
Sowell Financial Services LLC
INCREASED3,4002,746+654+24%$779.3K$786.2K+$6.8K2026-10-23
Riverbridge Partners LLC
NEW3,311—+3,311——$765.7K—2026-11-05
Focus Financial Network, Inc.
INCREASED3,3093,140+169+5%$891.2K$765.2K-$125.9K2026-10-14
KCM Investment Advisors LLC
INCREASED3,2563,034+222+7%$861.2K$752.9K-$108.3K2026-10-27
Cap Partners, LLC
INCREASED3,1922,838+354+12%$805.4K$738.2K-$67.2K2026-10-19
Onyx Bridge Wealth Group LLC
UNCHANGED3,1423,14200%$891.8K$726.6K-$165.2K2026-10-16
WJ Wealth Management, LLC
UNCHANGED3,0503,05000%$865.6K$705.3K-$160.2K2026-11-03
Clearstead Advisors, LLC
INCREASED3,0143,011+3+0%$854.6K$696.9K-$157.7K2026-11-06
Salem Investment Counselors Inc
UNCHANGED3,0003,00000%$851.4K$693.8K-$157.6K2026-10-13
First Horizon Corp
DECREASED2,9963,025-29-1%$858.5K$692.8K-$165.6K2026-10-26
Teamwork Financial Advisors, LLC
DECREASED2,98084,616-81,636-96%$24.0M$689.1K-$23.3M2026-10-19
Independent Financial Group, LLC
DECREASED2,9333,346-413-12%$949.6K$678.3K-$271.3K2026-10-13
Quadrant Private Wealth Management, LLC
DECREASED2,8963,662-766-21%$1.0M$669.7K-$369.5K2026-11-04
Patten & Patten Inc
INCREASED2,8441,193+1,651+138%$338.6K$657.7K+$319.1K2026-10-26
Murphy & Mullick Capital Management Corp
UNCHANGED2,8252,82500%$801.7K$653.3K-$148.4K2026-11-02
Kingswood Wealth Advisors, LLC
INCREASED2,7622,752+10+0%$780.9K$638.8K-$142.2K2026-10-23
Moors & Cabot, Inc.
DECREASED2,7322,742-100%$778.2K$631.8K-$146.4K2026-11-06
McKinley Carter Wealth Services, Inc.
UNCHANGED2,6992,69900%$766.0K$624.1K-$141.8K2026-10-16
Farther Finance Advisors, LLC
INCREASED2,6262,574+52+2%$730.4K$607.3K-$123.0K2026-10-08
Guerra PAN Advisors, LLC
UNCHANGED2,5902,59000%$735.0K$578.3K-$156.7K2026-10-26
Schear Investment Advisers, LLC
NEW2,581—+2,581——$596.9K—2026-10-14
Tempo Wealth, LLC
INCREASED2,5812,349+232+10%$666.7K$596.9K-$69.7K2026-10-14
Missouri Trust & Investment Co
UNCHANGED2,5702,57000%$680.7K$594.3K-$86.4K2026-11-04
Rubicon Advisors, GP
INCREASED2,5542,551+3+0%$724.0K$590.6K-$133.3K2026-10-23
Prime Capital Investment Advisors, LLC
DECREASED2,5192,781-262-9%$789.2K$582.6K-$206.6K2026-10-20
King Luther Capital Management Corp
UNCHANGED2,5002,50000%$709.5K$578.1K-$131.4K2026-11-05
VestGen Advisors, LLC
DECREASED2,4912,951-460-16%$837.5K$576.0K-$261.4K2026-10-27
Advisory Solutions Group, LLC
INCREASED2,4572,102+355+17%$596.4K$568.1K-$28.4K2026-10-14
HB Wealth Management, LLC
DECREASED2,4482,955-507-17%$838.6K$566.1K-$272.5K2026-10-23
Somerset Trust Co
UNCHANGED2,4422,44200%$693.0K$564.7K-$128.3K2026-10-13
Integrity Alliance, Llc.
DECREASED2,4352,530-95-4%$718.1K$563.2K-$154.9K2026-10-29
Breakthru Advisory Services, LLC
DECREASED2,4212,673-252-9%$758.6K$559.9K-$198.7K2026-10-13
Brady Martz Wealth Solutions, LLC
INCREASED2,3922,088+304+15%$592.6K$553.2K-$39.4K2026-11-05
StoneX Group Inc.
DECREASED2,2922,428-136-6%$691.2K$555.2K-$136.0K2026-11-03
Trust Co of Toledo NA
INCREASED2,2632,148+115+5%$609.6K$523.3K-$86.3K2026-10-16
Allworth Financial LP
INCREASED2,2412,002+239+12%$568.1K$635.9K+$67.8K2026-11-06
Acorn Financial Advisory Services Inc
INCREASED2,2242,187+37+2%$620.6K$514.4K-$106.3K2026-11-02
Pinnacle Wealth Management Advisory Group, LLC
DECREASED2,2222,397-175-7%$680.2K$513.8K-$166.4K2026-10-23
Flagship Harbor Advisors, LLC
INCREASED2,2131,551+662+43%$440.2K$511.7K+$71.5K2026-10-26
Certified Advisory Corp
INCREASED2,2012,200+1+0%$624.5K$508.9K-$115.5K2026-10-29
Sovran Advisors, LLC
DECREASED2,1962,414-218-9%$623.1K$516.7K-$106.4K2026-11-02
Triad Wealth Partners, LLC
INCREASED2,1661,006+1,160+115%$275.3K$500.9K+$225.6K2026-10-26
Armbruster Capital Management, Inc.
UNCHANGED2,1602,16000%$613.0K$499.5K-$113.5K2026-10-19
Wedbush Securities Inc
INCREASED2,1481,830+318+17%$519.0K$497-$518.5K2026-10-22
Choreo, LLC
INCREASED2,1352,083+52+3%$591.0K$493.8K-$97.2K2026-10-28
Bright Financial Advisors, Inc.
UNCHANGED2,1152,11500%$600.2K$489.1K-$111.1K2026-10-23
Aberdeen Group plc
NEW2,088—+2,088——$200.5K—2026-11-06
Spectrum Wealth Advisory Group, LLC
INCREASED2,0181,871+147+8%$530.8K$466.6K-$64.3K2026-10-29
New England Private Wealth Advisors LLC
UNCHANGED2,0142,01400%$541.8K$465.8K-$76.0K2026-10-19
Clear Creek Financial Management, LLC
INCREASED1,9881,943+45+2%$551.4K$459.7K-$91.8K2026-10-28
Fiduciary Alliance LLC
UNCHANGED1,9701,97000%$559.1K$455.6K-$103.5K2026-10-13
TD Waterhouse Canada Inc.
INCREASED1,9411,725+216+13%$491.6K$449.7K-$41.9K2026-10-16
Obermeyer Wealth Partners
UNCHANGED1,8851,88500%$534.9K$435.9K-$99.0K2026-10-21
Colton Groome Financial Advisors, LLC
UNCHANGED1,8531,85300%$525.9K$428.5K-$97.4K2026-10-06
Valmark Advisers, Inc.
INCREASED1,8431,498+345+23%$425.0K$426.1K+$1.1K2026-11-06
Objective Capital Management, LLC
UNCHANGED1,8371,83700%$521.3K$424.8K-$96.5K2026-10-13
Asset One Wealth Management LLC
INCREASED1,8301,687+143+8%$449.3K$423.1K-$26.1K2026-11-02
Ashton Thomas Private Wealth, LLC
DECREASED1,8161,886-70-4%$535.3K$420.1K-$115.2K2026-11-03
Cyndeo Wealth Partners, LLC
DECREASED1,8105,098-3,288-64%$1.4M$418.5K-$1.0M2026-10-16
BostonPremier Wealth LLC
INCREASED1,7671,747+20+1%$495.8K$408.7K-$87.0K2026-10-16
Newport Capital Group, LLC
NEW1,763—+1,763——$460.8K—2026-10-16
Sculati Wealth Management, LLC
INCREASED1,7571,347+410+30%$348.3K$396.4K+$48.1K2026-10-19
Shepherd Financial Partners LLC
INCREASED1,7531,743+10+1%$494.6K$405.4K-$89.3K2026-11-03
Simplex Trading, LLC
INCREASED1,7521,329+423+32%$377.2K$405.2K+$28.0K2026-11-04
Joseph P. Lucia & Associates, LLC
INCREASED1,7491,551+198+13%$440.2K$404.4K-$35.8K2026-10-30
Marin Bay Wealth Advisors, LLC
DECREASED1,7151,855-140-8%$526.7K$396.8K-$129.9K2026-10-28
NWF Advisory Services Inc.
DECREASED1,6911,761-70-4%$499.8K$391.0K-$108.7K2026-10-19
M Wealth Management, LLC
UNCHANGED1,6701,67000%$473.9K$386.2K-$87.7K2026-10-14
Associated Banc-Corp
INCREASED1,6381,003+635+63%$284.6K$378.8K+$94.1K2026-10-30
Root Financial Partners, LLC
INCREASED1,6381,597+41+3%$453.3K$378.9K-$74.4K2026-10-21
Wealthcare Advisory Partners LLC
INCREASED1,6351,411+224+16%$400.5K$378.2K-$22.3K2026-10-21
RFG Advisory, LLC
DECREASED1,6291,643-14-1%$466.3K$376.7K-$89.6K2026-11-03
Kraematon Investment Advisors, Inc
DECREASED1,5811,588-70%$450.5K$365.6K-$84.9K2026-11-02
Ascent Group, LLC
DECREASED1,5794,151-2,572-62%$1.2M$365.1K-$812.9K2026-10-30
Ryan Investment Management, Inc.
NEW1,570—+1,570——$363.1K—2026-10-20
HUB Investment Partners, LLC
INCREASED1,5661,116+450+40%$316.6K$362.1K+$45.5K2026-11-03
Foresight Capital Management Advisors, Inc.
INCREASED1,5521,480+72+5%$420.0K$359.0K-$61.0K2026-10-27
Herbst Group, LLC
NEW1,540—+1,540——$356.1K—2026-10-20
Claro Advisors Inc.
DECREASED1,5242,754-1,230-45%$781.7K$352.5K-$429.2K2026-11-02
Crescent Grove Advisors, LLC
DECREASED1,5071,611-104-6%$457.2K$348.6K-$108.6K2026-10-21
OpenArc Corporate Advisory, LLC
DECREASED1,4921,616-124-8%$458.6K$345.0K-$113.6K2026-10-21
PKS Advisory Services, LLC
UNCHANGED1,4751,47500%$418.9K$418.9K$02026-10-26
Signal Advisors Wealth, LLC
NEW1,458—+1,458——$337.2K—2026-10-13
Sterling Investment Advisors, Ltd.
DECREASED1,4502,140-690-32%$607.3K$335.3K-$272.0K2026-10-27
FSA Investment Group, LLC
INCREASED1,4161,363+53+4%$386.8K$327.5K-$59.4K2026-10-07
Cypress Asset Management Inc
DECREASED1,3961,500-104-7%$425.7K$322.8K-$102.9K2026-10-09
Crescent Sterling, Ltd.
DECREASED1,3931,415-22-2%$401.6K$322.1K-$79.4K2026-10-16
VVR Holdings LLC
DECREASED1,38911,069-9,680-87%$3.1M$321.1K-$2.8M2026-10-19
Ritholtz Wealth Management
NEW1,380—+1,380——$319.1K—2026-11-05
Atria Investments, Inc
DECREASED1,3611,443-82-6%$409.5K$314.8K-$94.8K2026-10-15
United Advisor Group, LLC
INCREASED1,3581,265+93+7%$358.9K$314.0K-$44.9K2026-11-03
Independent Wealth Advisors LLC
INCREASED1,3331,332+1+0%$378.1K$308.2K-$70.0K2026-10-27
Prosperity Financial Group, Inc.
UNCHANGED1,3201,32000%$374.6K$305.3K-$69.4K2026-10-29
Wespac Advisors, LLC
DECREASED1,3174,184-2,867-69%$1.2M$304.6K-$882.8K2026-10-26
Kingdom Financial Group Llc.
DECREASED1,3161,372-56-4%$389.4K$304.2K-$85.2K2026-11-04
Arthur M. Cohen & Associates, LLC
UNCHANGED1,3141,31400%$372.9K$303.9K-$69.0K2026-10-26
Integrated Advisors Network LLC
INCREASED1,3081,126+182+16%$319.5K$302.5K-$16.9K2026-10-20
Pension & Wealth Management Advisors, Inc.
UNCHANGED1,3001,30000%$368.9K$300.6K-$68.3K2026-10-16
Jericho Financial, LLP
DECREASED1,2991,306-7-1%$370.8K$300.4K-$70.3K2026-10-13
FAI Advisors, Inc.
UNCHANGED1,2901,29000%$366.1K$298.3K-$67.8K2026-10-27
Blue Bell Private Wealth Management, LLC
DECREASED1,2881,295-7-1%$367.5K$297.9K-$69.7K2026-10-29
Prospera Financial Services Inc
INCREASED1,2501,104+146+13%$314.0K$284.6K-$29.4K2026-11-04
Millennium Capital Advisors, LLC
UNCHANGED1,2501,25000%$354.7K$289.1K-$65.7K2026-10-16
Strategic Blueprint, LLC
DECREASED1,2453,993-2,748-69%$1.1M$287.9K-$845.3K2026-10-22
TSA Wealth Managment LLC
DECREASED1,2364,393-3,157-72%$1.2M$285.8K-$960.9K2026-10-22
Capital Investment Advisors, LLC
INCREASED1,1901,164+26+2%$330.4K$275.3K-$55.1K2026-10-22
Total Clarity Wealth Management, Inc.
INCREASED1,1841,146+38+3%$325.2K$273.8K-$51.3K2026-10-26
Dynamic Advisor Solutions LLC
DECREASED1,1591,495-336-22%$424.2K$268.1K-$156.1K2026-10-13
Baker Ellis Asset Management LLC
UNCHANGED1,1501,15000%$326.4K$265.9K-$60.4K2026-10-14
WealthPlan Investment Management, LLC
UNCHANGED1,1361,13600%$322.4K$262.7K-$59.7K2026-10-15
Heritage Family Offices, LLP
UNCHANGED1,1091,10900%$314.7K$256.5K-$58.3K2026-11-02
Principle Wealth Partners LLC
DECREASED1,0871,088-10%$308.7K$251.5K-$57.1K2026-11-02
Blue Trust, Inc.
DECREASED1,0771,378-301-22%$391.1K$249.1K-$142.0K2026-10-15
AlphaCore Capital LLC
UNCHANGED1,0701,07000%$303.7K$247.4K-$56.2K2026-11-04
Bryn Mawr Trust Advisors, LLC
DECREASED1,0501,465-415-28%$415.8K$242.8K-$173.1K2026-11-04
Kestra Investment Management, LLC
INCREASED1,0491,035+14+1%$293.7K$242.6K-$51.1K2026-11-04
Evanson Financial, LLC
UNCHANGED1,0421,04200%$295.6K$241.0K-$54.6K2026-10-23
HF Advisory Group, LLC
INCREASED1,0231,015+8+1%$288.2K$236.7K-$51.5K2026-10-09
Accelerate Investment Advisors LLC
INCREASED1,019979+40+4%$277.8K$235.7K-$42.1K2026-11-02
Chapman Financial Group, LLC
UNCHANGED1,0061,00600%$285.5K$232.7K-$52.9K2026-10-26
Davenport & Co LLC
DECREASED9951,095-100-9%$310.8K$230.1K-$80.6K2026-10-14
Sound Income Strategies, LLC
INCREASED994938+56+6%$266.2K$225.5K-$40.7K2026-10-09
Kuhn & Co Investment Counsel
NEW993—+993——$229.6K—2026-10-29
Inspirion Wealth Advisors, LLC
NEW985—+985——$227.9K—2026-10-09
CFS Investment Advisory Services, LLC
DECREASED9858,892-7,907-89%$2.6M$230.1K-$2.3M2026-10-19
Insight Wealth Partners, LLC
DECREASED9591,305-346-27%$370.2K$221.8K-$148.4K2026-10-26
Meridian Financial Advisors, LLC
UNCHANGED95095000%$269.6K$219.7K-$49.9K2026-10-14
Redhawk Wealth Advisors, Inc.
DECREASED941968-27-3%$274.7K$217.7K-$57.0K2026-10-14
Savant Capital, LLC
DECREASED9281,302-374-29%$358.3K$214.6K-$143.7K2026-11-06
Diversify Advisory Services, LLC
INCREASED927916+11+1%$250.3K$208.4K-$41.9K2026-10-20
Diversify Wealth Management, LLC
INCREASED927916+11+1%$250.3K$208.4K-$41.9K2026-10-20
Global Assets Advisory, LLC
UNCHANGED91091000%$261.0K$211.0K-$50.0K2026-10-28
CWA Asset Management Group, LLC
UNCHANGED90890800%$257.7K$210.1K-$47.6K2026-10-19
Indivisible Partners
NEW904—+904——$209.1K—2026-10-26
Capital Management Associates, Inc
UNCHANGED90090000%$255.4K$208.1K-$47.3K2026-10-20
Stevens Capital Partners
INCREASED898888+10+1%$252.1K$207.6K-$44.5K2026-10-29
Gables Capital Management Inc.
INCREASED893266+627+236%$75.5K$206.5K+$131.0K2026-11-04
Eagle Strategies LLC
DECREASED890907-17-2%$257.4K$205.8K-$51.5K2026-10-16
Crestwood Advisors Group, LLC
UNCHANGED89089000%$252.6K$205.8K-$46.8K2026-10-27
Heritage Wealth Management, Inc.
UNCHANGED88488400%$250.9K$204.4K-$46.4K2026-10-28
South Shore Capital Advisors
UNCHANGED87987900%$249.5K$203.3K-$46.2K2026-10-20
Motive Wealth Advisors
UNCHANGED87887800%$249.2K$203.0K-$46.1K2026-10-26
Mission Wealth Management, LP
DECREASED8771,698-821-48%$481.9K$202.8K-$279.1K2026-10-15
Sage Capital Advisors,llc
DECREASED8751,750-875-50%$496.6K$202.3K-$294.3K2026-10-13
Mascoma Wealth Management LLC
DECREASED865898-33-4%$254.9K$200.1K-$54.8K2026-10-23
Great Lakes Advisors, LLC
NEW792—+792——$183.2K—2026-11-06
Private Trust Co NA
DECREASED7241,949-1,225-63%$553.1K$167.4K-$385.7K2026-10-20
Larson Financial Group LLC
INCREASED673615+58+9%$174.5K$155.6K-$18.9K2026-11-05
Parallel Advisors, LLC
INCREASED653652+1+0%$185.2K$150.9K-$34.3K2026-11-03
Nfsg Corp
INCREASED640595+45+8%$168.7K$147.9K-$20.8K2026-10-15
Valley National Advisers Inc
UNCHANGED62562500%$177.4K$144.5K-$32.8K2026-10-23
Capital Advisors, Ltd. LLC
UNCHANGED61861800%$175$143-$322026-10-27
Biltmore Family Office, LLC
DECREASED565590-25-4%$167.4K$130.7K-$36.8K2026-11-03
Ascentis Independent Advisors
NEW553—+553——$127.8K—2026-11-03
Creative Financial Designs Inc
DECREASED537551-14-3%$156.5K$124.3K-$32.2K2026-11-04
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED53253200%$151.0K$123-$150.9K2026-11-02
Rossby Financial, LCC
NEW519—+519——$120.0K—2026-11-05
Adkins Seale Capital Management LLC
UNCHANGED50050000%$141.9K$115.6K-$26.3K2026-10-27
Collier Financial
NEW487—+487——$112.5K—2026-11-06
Intesa Sanpaolo Wealth Management
UNCHANGED48048000%$136.2K$111.0K-$25.2K2026-10-28
Bullock Wealth Management Group
DECREASED440690-250-36%$196.7K$101.9K-$94.8K2026-10-09
Belvedere Trading LLC
DECREASED4075,156-4,749-92%$1.5M$94.1K-$1.4M2026-11-05
Compass Financial Management LLC
DECREASED402436-34-8%$123.7K$93.0K-$30.8K2026-10-30
Plante Moran Financial Advisors, LLC
UNCHANGED29829800%$84.6K$68.9K-$15.7K2026-11-04
Glass Jacobson Investment Advisors llc
INCREASED280267+13+5%$75.7K$64.8K-$11.0K2026-10-26
Dhjj Financial Advisors, Ltd.
UNCHANGED27227200%$77.2K$62.9K-$14.3K2026-10-23
Toth Financial Advisory Corp
UNCHANGED26026000%$73.8K$60.1K-$13.7K2026-10-08
Roxbury Financial LLC
UNCHANGED25625600%$72.6K$59.2K-$13.4K2026-10-01
Russell Investments Group, Ltd.
INCREASED250243+7+3%$69.0K$57.8K-$11.2K2026-11-06
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED244570-326-57%$161.8K$56.4K-$105.3K2026-10-14
Assetmark, Inc
INCREASED236201+35+17%$57.0K$54.6K-$2.5K2026-10-21
Cdkv Holdings LLC
NEW230—+230——$53.2K—2026-10-28
Center for Financial Planning, Inc.
UNCHANGED23023000%$65.3K$53.2K-$12.1K2026-10-26
North Point Portfolio Managers Corp
NEW215—+215——$49.7K—2026-10-07
GK Wealth Management LLC
NEW206—+206——$47.7K—2026-10-09
Key FInancial Inc
UNCHANGED20620600%$58.5K$47.6K-$10.8K2026-11-02
Barrett & Company, Inc.
INCREASED203202+1+1%$57.5K$46.8K-$10.6K2026-10-22
Latitude Advisors, LLC
NEW200—+200——$46.3K—2026-10-27
Beacon Investment Advisory Services, Inc.
UNCHANGED18818800%$53.4K$43.5K-$9.9K2026-10-13
Westside Investment Management, Inc.
UNCHANGED17517500%$49.7K$40.5K-$9.2K2026-11-02
Signature Resources Capital Management, LLC
INCREASED170169+1+1%$48.0K$39.3K-$8.6K2026-10-16
Mather Group, Llc.
DECREASED167418-251-60%$118.6K$38.6K-$80.0K2026-10-14
Golden State Wealth Management, LLC
INCREASED155147+8+5%$41.7K$35.8K-$5.9K2026-11-02
Milestone Investment Advisors LLC
UNCHANGED13613600%$38.6K$31.5K-$7.1K2026-11-05
IAG Wealth Partners, LLC
INCREASED1296+123+2050%$1.7K$29.8K+$28.1K2026-11-06
Rothwell Investment Advisors, LLC
NEW128—+128——$29.6K—2026-11-06
Financial Freedom, LLC
NEW105—+105——$24.4K—2026-11-06
Edgemoor Investment Advisors, Inc.
NEW100—+100——$23.1K—2026-11-03
Fortitude Family Office, LLC
UNCHANGED10010000%$28.4K$23.1K-$5.3K2026-10-14
Manchester Capital Management LLC
UNCHANGED10010000%$28.4K$23.4K-$5.0K2026-10-22
Hilltop National Bank
UNCHANGED10010000%$28.4K$23.1K-$5.3K2026-10-14
Harbor Investment Advisory, LLC
UNCHANGED10010000%$28.4K$23.1K-$5.3K2026-10-13
Caldwell Trust Co
UNCHANGED10010000%$28.4K$23.1K-$5.3K2026-10-30
Evolution Wealth Management Inc.
INCREASED9344+49+111%$12.6K$21.5K+$8.9K2026-10-28
Vision Financial Markets LLC
UNCHANGED929200%$26.1K$21.2K-$4.9K2026-10-22
EverSource Wealth Advisors, LLC
DECREASED81177-96-54%$50.2K$18.7K-$31.5K2026-11-04
Investors Research Corp
UNCHANGED808000%$22.7K$18.5K-$4.2K2026-10-07
Burk Holdings LLC
UNCHANGED797900%$22.4K$18.3K-$4.2K2026-11-05
First Command Advisory Services, Inc.
UNCHANGED737300%$20.8K$16.9K-$3.9K2026-11-05
Silver Grove Financial Group, Inc.
INCREASED7142+29+69%$11.9K$16.4K+$4.5K2026-11-05
Nvwm, LLC
DECREASED6970-1-1%$19.9K$16.0K-$3.9K2026-10-14
Bear Mountain Capital, Inc.
NEW68—+68——$15.2K—2026-11-04
Torren Management, LLC
NEW60—+60——$13.9K—2026-10-29
Financial Perspectives, Inc
UNCHANGED595900%$16.7K$13.7K-$3.1K2026-11-03
Kroeger Financial Partners
UNCHANGED585800%$16.5K$13.4K-$3.0K2026-10-19
Wagner Wealth Management, LLC
INCREASED565+51+1020%$1.4K$13.0K+$11.5K2026-10-21
Capital Investment Advisory Services, LLC
INCREASED5212+40+333%$3.4K$12.0K+$8.6K2026-10-30
Adirondack Trust Co
UNCHANGED454500%$12.8K$10.4K-$2.4K2026-10-14
WPG Advisers, LLC
UNCHANGED454500%$12.8K$10.4K-$2.4K2026-10-27
Central Trust Co
UNCHANGED434300%$12.2K$9.9K-$2.3K2026-11-05
Nova Financial LLC
NEW35—+35——$8.1K—2026-11-04
Montag A & Associates Inc
NEW34—+34——$7.9K—2026-10-29
Meriwether Wealth & Planning, LLC
NEW33—+33——$7.6K—2026-10-13
CX Institutional
UNCHANGED323200%$9$7-$22026-10-02
UMB Bank, n.a.
UNCHANGED303000%$8.5K$6.9K-$1.6K2026-11-06
Abound Wealth Management
UNCHANGED282800%$7.9K$6.5K-$1.5K2026-10-26
Highline Wealth Partners LLC
DECREASED2795-68-72%$27.0K$6.3K-$20.7K2026-10-19
Go Invest LLC
INCREASED2720+7+35%$5.7K$6.3K+$5952026-10-09
Global Trust Asset Management, LLC
NEW22—+22——$5.1K—2026-10-19
Pinnacle Bancorp, Inc.
UNCHANGED222200%$6.2K$5.1K-$1.2K2026-10-21
Bank of New Hampshire
NEW21—+21——$4.9K—2026-10-06
Financially Speaking Inc
UNCHANGED202000%$5.1K$4.6K-$4552026-11-05
Gamma Investing LLC
NEW18—+18——$4.2K—2026-10-08
Strategic Advocates LLC
UNCHANGED171700%$4.8K$3.9K-$8932026-11-03
RHL Group, LLC
INCREASED1513+2+15%$3.7K$3.5K-$1872026-11-04
North Star Investment Management Corp.
UNCHANGED151500%$4.3K$3.5K-$7932026-10-27
Cape Investment Advisory, Inc.
UNCHANGED141400%$4.0K$3.2K-$7352026-10-13
Central Pacific Bank - Trust Division
UNCHANGED131300%$3.7K$3.0K-$6832026-10-06
Cherry Tree Wealth Management, LLC
UNCHANGED121200%$3.4K$2.8K-$6312026-10-15
Key Capital Management, Inc
UNCHANGED111100%$3.1K$2.5K-$5782026-11-03
Triumph Capital Management
UNCHANGED101000%$2.8K$2.3K-$5262026-10-14
Signaturefd, LLC
UNCHANGED101000%$2.9K$2.3K-$5292026-10-23
Ashton Thomas Securities, LLC
NEW9—+9——$2.1K—2026-10-26
Cedar Mountain Advisors, LLC
DECREASED950-41-82%$14.2K$2.1K-$12.1K2026-10-15
Aventus Investment Advisors, Inc.
UNCHANGED9900%$2.6K$2.1K-$4732026-10-09
Next Level Wealth Planning, LLC
NEW8—+8——$1.9K—2026-10-29
Ashurst Perkins Coie Trust Co
NEW8—+8——$1.9K—2026-10-15
Reyes Financial Architecture, Inc.
DECREASED887-79-91%$24.7K$1.9K-$22.8K2026-10-22
Moisand Fitzgerald Tamayo, LLC
NEW6—+6——$1.4K—2026-10-15
Essential Partners LLC
UNCHANGED5500%$1.4K$1.2K-$2632026-10-14
Creative Capital Management Investments LLC
NEW4—+4——$925—2026-10-28
Farmers & Merchants Trust Co of Chambersburg PA
NEW4—+4——$1—2026-10-14
PFS Partners, LLC
UNCHANGED4400%$1.1K$927-$2102026-10-21
Washington Trust Advisors, Inc.
NEW2—+2——$565—2026-10-22
Salomon & Ludwin, LLC
UNCHANGED2200%$570$463-$1072026-10-29
Sage Mountain Advisors LLC
UNCHANGED2200%$568$463-$1052026-11-02
Fortis Group Advisors, LLC
CLOSED018,396-18,396-100%$5.2M$0-$5.2M2026-11-06
Silverleafe Capital Partners, LLC
CLOSED015,543-15,543-100%$4.4M$0-$4.4M2026-10-02
Zega Investments, LLC
CLOSED07,239-7,239-100%$2.1M$0-$2.1M2026-11-04
Iams Wealth Management, LLC
CLOSED04,422-4,422-100%$1.3M$0-$1.3M2026-10-15
Larry Mathis Financial Planning, LLC
CLOSED03,826-3,826-100%$1.1M$0-$1.1M2026-10-26
Scarborough Advisors, LLC
CLOSED02,709-2,709-100%$759.1K$0-$759.1K2026-10-16
Blue Jean Financial LLC
CLOSED02,630-2,630-100%$746.4K$0-$746.4K2026-10-20
October Effect Ltd
CLOSED02,444-2,444-100%$693.6K$0-$693.6K2026-10-20
Verity Asset Management, Inc.
CLOSED02,328-2,328-100%$660.7K$0-$660.7K2026-10-30
Thor Trading Advisors, LLC
CLOSED02,158-2,158-100%$612.4K$0-$612.4K2026-11-05
Asempa Wealth Advisors
CLOSED02,009-2,009-100%$570.1K$0-$570.1K2026-10-07
Kelly Financial Services LLC
CLOSED01,635-1,635-100%$464.0K$0-$464.0K2026-10-20
Cypress Wealth Services, LLC
CLOSED01,567-1,567-100%$444.7K$0-$444.7K2026-10-21
Wellington Shields Capital Management, LLC
CLOSED01,440-1,440-100%$408.7K$0-$408.7K2026-11-03
A4 Wealth Advisors LLC
CLOSED01,439-1,439-100%$408.4K$0-$408.4K2026-10-20
Chatham Capital Group, Inc.
CLOSED01,370-1,370-100%$388.8K$0-$388.8K2026-10-16
World Equity Group, Inc.
CLOSED01,192-1,192-100%$338.4K$0-$338.4K2026-10-14
Chicago Partners Investment Group LLC
CLOSED01,119-1,119-100%$302.8K$0-$302.8K2026-10-27
Private Advisory Group LLC
CLOSED01,118-1,118-100%$317.3K$0-$317.3K2026-11-06
Pacific Excel Wealth Advisors, Inc.
CLOSED01,109-1,109-100%$314.7K$0-$314.7K2026-10-27
Flagship Private Wealth, LLC
CLOSED01,075-1,075-100%$305.0K$0-$305.0K2026-11-05
Wesbanco Bank Inc
CLOSED01,064-1,064-100%$302.0K$0-$302.0K2026-11-04
One Advisory Partners, LLC
CLOSED0864-864-100%$245.2K$0-$245.2K2026-10-22
Solstein Capital, LLC
CLOSED0853-853-100%$242.1K$0-$242.1K2026-11-02
Beacon Financial Group
CLOSED0849-849-100%$240.9K$0-$240.9K2026-10-19
Gilliland Jeter Wealth Management LLC
CLOSED0848-848-100%$240.7K$0-$240.7K2026-10-28
Dana Investment Advisors, Inc.
CLOSED0847-847-100%$240.4K$0-$240.4K2026-11-06
Independent Solutions Wealth Management, LLC
CLOSED0846-846-100%$240.1K$0-$240.1K2026-10-28
Lynx Investment Advisory
CLOSED0838-838-100%$237.9K$0-$237.9K2026-10-27
Sigma Planning Corp
CLOSED0837-837-100%$237.7K$0-$237.7K2026-10-23
L. Roy Papp & Associates, LLP
CLOSED0823-823-100%$233.6K$0-$233.6K2026-10-21
Koshinski Asset Management, Inc.
CLOSED0812-812-100%$230.5K$0-$230.5K2026-10-29
Core Wealth Advisors, LLC
CLOSED0807-807-100%$229.0K$0-$229.0K2026-11-05
Americana Partners, LLC
CLOSED0800-800-100%$227.0K$0-$227.0K2026-10-28
Confluence Wealth Services, Inc.
CLOSED0800-800-100%$227.0K$0-$227.0K2026-11-05
Trace Wealth Advisors, LLC
CLOSED0795-795-100%$225.6K$0-$225.6K2026-10-30
WT Wealth Management
CLOSED0793-793-100%$225.0K$0-$225.0K2026-10-13
Mallini Complete Financial Planning LLC
CLOSED0779-779-100%$221.3K$0-$221.3K2026-10-06
OFS Enterprise LLC
CLOSED0774-774-100%$219.7K$0-$219.7K2026-10-16
Griffin Asset Management, Inc.
CLOSED0773-773-100%$219.4K$0-$219.4K2026-10-22
LexAurum Advisors, LLC
CLOSED0768-768-100%$217.9K$0-$217.9K2026-10-19
Brighton Jones LLC
CLOSED0768-768-100%$217.8K$0-$217.8K2026-11-03
Ejmk Ventures LLC
CLOSED0760-760-100%$215.7K$0-$215.7K2026-10-21
Wealth Alliance Advisory Group, LLC
CLOSED0751-751-100%$213.1K$0-$213.1K2026-10-14
ProVise Management Group, LLC
CLOSED0737-737-100%$209.3K$0-$209.3K2026-11-06
Ferguson Wellman Capital Management, Inc
CLOSED0735-735-100%$208.6K$0-$208.6K2026-10-05
Insight Advisors, LLC/ PA
CLOSED0715-715-100%$203.0K$0-$203.0K2026-10-22
Keybank National Association
CLOSED0706-706-100%$200.4K$0-$200.4K2026-11-04
Institute for Wealth Management, Llc.
CLOSED0197-197-100%$55.9K$0-$55.9K2026-11-06
AdvisorNet Financial, Inc
CLOSED0102-102-100%$29.0K$0-$29.0K2026-10-15
Stone House Investment Management, LLC
CLOSED0100-100-100%$28.4K$0-$28.4K2026-10-23
Tucker Asset Management LLC
CLOSED095-95-100%$27.0K$0-$27.0K2026-10-29
Point Nemo Capital, LLC
CLOSED087-87-100%$24.7K$0-$24.7K2026-11-03
Gill Capital Partners, LLC
CLOSED050-50-100%$14.2K$0-$14.2K2026-10-13
Realta Investment Advisors
CLOSED022-22-100%$6.2K$0-$6.2K2026-10-14
Bfsg, LLC
CLOSED015-15-100%$4.3K$0-$4.3K2026-10-30
Trust Co of Vermont
CLOSED09-9-100%$2.6K$0-$2.6K2026-10-21
Brooklyn FI, LLC
CLOSED09-9-100%$2.4K$0-$2.4K2026-11-05
Prairie Wealth Advisors, Inc.
UNCHANGED000—$610.1K$491.4K-$118.7K2026-10-29
Morgan Stanley
N/A—881,929-881,929-100%$250.3M———
Bank of America Corp
N/A—866,092-866,092-100%$245.8M———
Wells Fargo & Company
N/A—599,395-599,395-100%$170.1M———
Ameriprise Financial Inc
N/A—280,520-280,520-100%$79.6M———
Raymond James Financial Inc
N/A—259,178-259,178-100%$73.6M———
UBS Group AG
N/A—256,859-256,859-100%$72.9M———
Envestnet Asset Management Inc
N/A—209,691-209,691-100%$59.5M———
Osaic Holdings, Inc.
N/A—180,518-180,518-100%$51.3M———
JPMorgan Chase & Co
N/A—178,971-178,971-100%$49.6M———
Royal Bank of Canada
N/A—173,177-173,177-100%$49.1M———
Affinity Wealth Management LLC
N/A—156,609-156,609-100%$44.4M———
Cetera Investment Advisers
N/A—145,795-145,795-100%$41.4M———
Goldman Sachs Group Inc
N/A—118,572-118,572-100%$33.6M———
Robinhood Asset Management, LLC
N/A—117,413-117,413-100%$33.3M———
BNP Paribas Financial Markets
N/A—102,923-102,923-100%$29.2M———
MML Investors Services, LLC
N/A—80,750-80,750-100%$22.9M———
Stifel Financial Corp
N/A—78,782-78,782-100%$22.4M———
Jones Financial Companies Lllp
N/A—77,451-77,451-100%$21.2M———
Kingsview Wealth Management, LLC
N/A—74,618-74,618-100%$21.2M———
Northwestern Mutual Wealth Management Co
N/A—67,272-67,272-100%$19.1M———
Warner Group LLC
N/A—65,204-65,204-100%$18.5M———
Focus Partners Wealth
N/A—48,491-48,491-100%$13.8M———
Rockefeller Capital Management L.P.
N/A—40,666-40,666-100%$11.5M———
HighTower Advisors, LLC
N/A—40,634-40,634-100%$11.5M———
Janney Montgomery Scott LLC
N/A—39,842-39,842-100%$11.3M———
Quadrature Capital Ltd
N/A—38,899-38,899-100%$11.0M———
Sanctuary Advisors, LLC
N/A—35,928-35,928-100%$10.2M———
Wealthfront Advisers LLC
N/A—35,555-35,555-100%$10.1M———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—35,536-35,536-100%$10.1M———
FLC Capital Advisors
N/A—33,637-33,637-100%$9.5M———
Integrated Wealth Concepts LLC
N/A—32,047-32,047-100%$9.1M———
Citadel Advisors LLC
N/A—31,570-31,570-100%$9.0M———
Steward Partners Investment Advisory, LLC
N/A—31,258-31,258-100%$8.9M———
Waverly Advisors, LLC
N/A—30,132-30,132-100%$8.6M———
HRT Financial LP
N/A—29,910-29,910-100%$8.5M———
IHT Wealth Management, LLC
N/A—29,702-29,702-100%$8.4M———
HighPoint Advisor Group LLC
N/A—29,304-29,304-100%$8.3M———
Private Advisor Group, LLC
N/A—29,004-29,004-100%$8.2M———
NewEdge Advisors, LLC
N/A—24,342-24,342-100%$6.9M———
Mutual Advisors, LLC
N/A—23,990-23,990-100%$6.8M———
Equitable Holdings, Inc.
N/A—20,611-20,611-100%$5.8M———
Snowden Capital Advisors LLC
N/A—20,558-20,558-100%$5.8M———
Principal Securities, Inc.
N/A—19,457-19,457-100%$5.5M———
Brown Advisory Inc
N/A—19,095-19,095-100%$5.4M———
OneDigital Investment Advisors LLC
N/A—18,995-18,995-100%$5.4M———
Bank of Montreal
N/A—18,882-18,882-100%$5.4M———
Arax Advisory Partners
N/A—18,715-18,715-100%$5.3M———
Centaurus Financial, Inc.
N/A—18,335-18,335-100%$5.2M———
Norris Financial Group, LLC
N/A—17,568-17,568-100%$5.0M———
Stratos Wealth Partners, Ltd.
N/A—17,363-17,363-100%$4.9M———
BFC Planning, Inc.
N/A—17,271-17,271-100%$4.9M———
&partners
N/A—16,927-16,927-100%$4.8M———
Pacific SUN Financial Corp
N/A—16,679-16,679-100%$4.7M———
Jump Financial, LLC
N/A—16,267-16,267-100%$4.6M———
Gladstone Institutional Advisory LLC
N/A—16,137-16,137-100%$4.6M———
Mariner, LLC
N/A—14,085-14,085-100%$4.0M———
Cavalier Investments, LLC
N/A—13,804-13,804-100%$3.9M———
Ausdal Financial Partners, Inc.
N/A—12,354-12,354-100%$3.5M———
Bleakley Financial Group, LLC
N/A—11,648-11,648-100%$3.3M———
FMR LLC
N/A—11,648-11,648-100%$3.3M———
NCM Capital Management, LLC
N/A—11,366-11,366-100%$3.2M———
Marshall Investment Management, LLC
N/A—11,089-11,089-100%$3.1M———
Bank Hapoalim BM
N/A—10,856-10,856-100%$3.1M———
World Investment Advisors
N/A—10,743-10,743-100%$2.7M———
Tidal Investments LLC
N/A—10,517-10,517-100%$3.0M———
Ameritas Advisory Services, LLC
N/A—10,443-10,443-100%$3.0M———
Summit Financial, LLC
N/A—10,298-10,298-100%$2.9M———
Beacon Pointe Advisors, LLC
N/A—10,072-10,072-100%$2.9M———
American Financial Advisors, LLC
N/A—10,003-10,003-100%$2.8M———
Wealthspire Advisors, LLC
N/A—9,646-9,646-100%$2.7M———
Western Wealth Management, LLC
N/A—9,208-9,208-100%$2.6M———
EP Wealth Advisors, LLC
N/A—8,859-8,859-100%$2.5M———
Trivium Point Advisory, LLC
N/A—8,044-8,044-100%$2.3M———
Nvest Financial, LLC
N/A—8,015-8,015-100%$2.3M———
Federation des caisses Desjardins du Quebec
N/A—7,717-7,717-100%$2.2M———
Great Valley Advisor Group, Inc.
N/A—7,590-7,590-100%$2.2M———
Renaissance Technologies LLC
N/A—7,480-7,480-100%$2.1M———
Authentikos Wealth Advisory, LLC
N/A—7,319-7,319-100%$2.1M———
Advyzon Investment Management, LLC
N/A—7,012-7,012-100%$2.0M———
Alamea Verwaltungs GmbH
N/A—7,000-7,000-100%$2.0M———
Benjamin Edwards Inc
N/A—6,599-6,599-100%$1.9M———
Global Retirement Partners, LLC
N/A—6,111-6,111-100%$1.7M———
Sequoia Financial Advisors, LLC
N/A—6,091-6,091-100%$1.7M———
Evercore Wealth Management, LLC
N/A—5,958-5,958-100%$1.7M———
Baird Financial Group, Inc.
N/A—5,893-5,893-100%$1.7M———
Curi Capital, LLC
N/A—5,876-5,876-100%$1.7M———
IFG Advisory, LLC
N/A—5,792-5,792-100%$1.6M———
Cerity Partners LLC
N/A—5,736-5,736-100%$1.6M———
Keystone Financial Group
N/A—5,481-5,481-100%$1.6M———
Byrne Financial Freedom, LLC
N/A—5,277-5,277-100%$1.5M———
Blair William & Co
N/A—5,086-5,086-100%$1.4M———
NorthRock Partners, LLC
N/A—5,064-5,064-100%$1.4M———
Orion Porfolio Solutions, LLC
N/A—4,969-4,969-100%$1.4M———
AQR Capital Management LLC
N/A—4,949-4,949-100%$1.4M———
National Philanthropic Trust
N/A—4,709-4,709-100%$1.3M———
Capital Analysts, LLC
N/A—4,613-4,613-100%$1.3M———
Geneos Wealth Management Inc.
N/A—4,500-4,500-100%$1.3M———
Jane Street Group, LLC
N/A—4,423-4,423-100%$1.3M———
Susquehanna International Group, LLP
N/A—4,286-4,286-100%$1.2M———
Benson Wealth Management Inc
N/A—4,271-4,271-100%$1.2M———
Captrust Financial Advisors
N/A—4,260-4,260-100%$1.2M———
Advisory Services Network, LLC
N/A—4,108-4,108-100%$1.2M———
Franklin Resources Inc
N/A—4,049-4,049-100%$1.1M———
Xcelsior Advisor Partners LLC
N/A—3,882-3,882-100%$1.1M———
Founders Financial Alliance, LLC
N/A—3,784-3,784-100%$1.1M———
MAI Capital Management
N/A—3,772-3,772-100%$1.1M———
Tower Research Capital LLC (TRC)
N/A—3,762-3,762-100%$1.1M———
Arrowroot Family Office, LLC
N/A—3,745-3,745-100%$1.1M———
Planning Directions Inc
N/A—3,706-3,706-100%$1.1M———
Harbour Investments, Inc.
N/A—3,548-3,548-100%$1.0M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—3,526-3,526-100%$1.0M———
National Bank of Canada
N/A—3,521-3,521-100%$999.2K———
Focus Partners Advisor Solutions, LLC
N/A—3,447-3,447-100%$978.4K———
Pathstone Holdings, LLC
N/A—3,224-3,224-100%$914.9K———
Quantinno Capital Management LP
N/A—3,212-3,212-100%$911.6K———
Arkadios Wealth Advisors
N/A—3,206-3,206-100%$909.8K———
Jaffetilchin Investment Partners, LLC
N/A—3,175-3,175-100%$901.2K———
Maridea Wealth Management LLC
N/A—3,069-3,069-100%$871.0K———
Premier Private Wealth Management LLC
N/A—3,025-3,025-100%$858.5K———
Nova Wealth Management, Inc.
N/A—2,999-2,999-100%$851.2K———
Ameritas Investment Partners, Inc.
N/A—2,938-2,938-100%$833.7K———
Greenline Wealth Management LLC
N/A—2,929-2,929-100%$831.3K———
Barnes Pettey Financial Advisors, LLC
N/A—2,890-2,890-100%$820.2K———
Northern Trust Corp
N/A—2,663-2,663-100%$755.7K———
Glen Eagle Advisors, LLC
N/A—2,644-2,644-100%$750.4K———
Fort Sheridan Advisors LLC
N/A—2,637-2,637-100%$748.4K———
Florida Financial Advisors, LLC
N/A—2,604-2,604-100%$739.1K———
BlackRock, Inc.
N/A—2,587-2,587-100%$734.1K———
Addison Capital Co
N/A—2,585-2,585-100%$733.7K———
Envestnet Portfolio Solutions, Inc.
N/A—2,449-2,449-100%$695.0K———
Mercer Global Advisors Inc
N/A—2,414-2,414-100%$685.2K———
Kovack Advisors, Inc.
N/A—2,273-2,273-100%$647.8K———
CreativeOne Wealth, LLC
N/A—2,221-2,221-100%$630.2K———
One Wealth Advisors, LLC
N/A—2,219-2,219-100%$629.7K———
Nwam LLC
N/A—2,214-2,214-100%$628.3K———
First Foundation Advisors
N/A—2,133-2,133-100%$605.3K———
SOA Wealth Advisors, Llc.
N/A—2,094-2,094-100%$594.2K———
Crews Bank & Trust
N/A—2,014-2,014-100%$571.6K———
Peapack Gladstone Financial Corp
N/A—2,008-2,008-100%$567.0K———
Coppell Advisory Solutions LLC
N/A—2,006-2,006-100%$2.4M———
Mayflower Financial Advisors, LLC
N/A—1,934-1,934-100%$548.9K———
Gateway Wealth Partners, LLC
N/A—1,928-1,928-100%$547.2K———
Per Stirling Capital Management, Llc.
N/A—1,928-1,928-100%$547.1K———
Rathbones Group PLC
N/A—1,903-1,903-100%$540.1K———
Madison Wealth Partners, Inc
N/A—1,832-1,832-100%$519.9K———
PCG Wealth Advisors, LLC
N/A—1,795-1,795-100%$509.4K———
AE Wealth Management LLC
N/A—1,794-1,794-100%$509.0K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—1,788-1,788-100%$507.3K———
Savvy Advisors, Inc.
N/A—1,670-1,670-100%$474.0K———
GWN Securities Inc.
N/A—1,553-1,553-100%$440.8K———
Whittier Trust Co
N/A—1,500-1,500-100%$434.6K———
Two Sigma Securities, LLC
N/A—1,494-1,494-100%$424.0K———
Belpointe Asset Management LLC
N/A—1,445-1,445-100%$410.1K———
Bearing Point Capital, LLC
N/A—1,420-1,420-100%$403.0K———
Fortis Advisors, LLC
N/A—1,417-1,417-100%$402.2K———
Aptus Capital Advisors, LLC
N/A—1,398-1,398-100%$396.7K———
Ally Invest Advisors Inc.
N/A—1,372-1,372-100%$389.4K———
Flow Traders U.S. LLC
N/A—1,346-1,346-100%$382.0K———
Sonoma Allocations LLC
N/A—1,315-1,315-100%$381.0K———
Denver Wealth Management, Inc.
N/A—1,288-1,288-100%$365.6K———
Reyl & Cie S.A.
N/A—1,278-1,278-100%$325.5K———
GeoWealth Management, LLC
N/A—1,256-1,256-100%$356.4K———
Wealthgarden F.S. LLC
N/A—1,241-1,241-100%$352.3K———
Ancora Advisors LLCA
N/A—1,226-1,226-100%$347.9K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—1,225-1,225-100%$347.6K———
Johnson Investment Counsel Inc
N/A—1,214-1,214-100%$344.5K———
Chancellor Financial Group WB LP
N/A—1,190-1,190-100%$337.7K———
Huntington National Bank
N/A—1,161-1,161-100%$329.5K———
Kickstand Ventures, Llc.
N/A—1,120-1,120-100%$317.8K———
CIBC World Market Inc.
N/A—1,114-1,114-100%$316.1K———
Financial Sense Advisors, Inc.
N/A—1,082-1,082-100%$307.0K———
Presper Financial Architects, LLC
N/A—1,062-1,062-100%$301.4K———
United Capital Financial Advisors, LLC
N/A—1,061-1,061-100%$301.3K———
Kintra Wealth, LLC
N/A—1,053-1,053-100%$307.5K———
Campion Asset Management
N/A—1,043-1,043-100%$296.0K———
Sittner & Nelson, LLC
N/A—1,040-1,040-100%$295.1K———
TRU Independence Asset Management 2, LLC
N/A—1,038-1,038-100%$294.6K———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—1,030-1,030-100%$292.3K———
Capital Advisor Network LLC
N/A—998-998-100%$283.2K———
Beckerman Institutional, LLC
N/A—977-977-100%$277.3K———
Fairview Capital Investment Management, LLC
N/A—964-964-100%$273.8K———
Second Line Capital, LLC
N/A—956-956-100%$271.2K———
Choate Investment Advisors
N/A—955-955-100%$271.0K———
PeakShares LLC
N/A—930-930-100%$263.9K———
FWL Investment Management, LLC
N/A—924-924-100%$262.2K———
M3 Advisory Group, LLC
N/A—919-919-100%$260.8K———
Chatterton & Associates Inc.
N/A—917-917-100%$251.2K———
PlanVest Financial, Inc
N/A—910-910-100%$258.3K———
Anchor Investment Management, LLC
N/A—883-883-100%$250.6K———
Calton & Associates, Inc.
N/A—877-877-100%$248.9K———
Strategies Wealth Advisors, LLC
N/A—877-877-100%$248.9K———
Main Street Financial Solutions, LLC
N/A—871-871-100%$247.1K———
5T Wealth, LLC
N/A—869-869-100%$246.6K———
Potomac Fund Management Inc
N/A—866-866-100%$245.8K———
CoreFirst Bank & Trust
N/A—865-865-100%$245.5K———
Sound View Wealth Advisors Group, LLC
N/A—843-843-100%$239.2K———
PFG Investments, LLC
N/A—786-786-100%$223.1K———
Fiduciary Financial Advisors
N/A—779-779-100%$221.1K———
Brookwood Investment Group LLC
N/A—772-772-100%$219.1K———
Silver OAK Securities, Incorporated
N/A—772-772-100%$219.1K———
Blueshift Asset Management, LLC
N/A—770-770-100%$218.5K———
Wealth Alliance, LLC
N/A—750-750-100%$212.9K———
Curtis Wealth Management LLC
N/A—742-742-100%$210.6K———
Tidemark, LLC
N/A—726-726-100%$206.0K———
Insigneo Advisory Services, LLC
N/A—720-720-100%$204.3K———
Picton Mahoney Asset Management
N/A—600-600-100%$170.3K———
Boreal Capital Management LLC
N/A—599-599-100%$170.0K———
Hantz Financial Services, Inc.
N/A—596-596-100%$169.0K———
Caitlin John, LLC
N/A—595-595-100%$169.0K———
Bartlett & Co. Wealth Management LLC
N/A—502-502-100%$142.4K———
IMA Advisory Services, Inc.
N/A—475-475-100%$134.8K———
Regatta Research & Money Management
N/A—442-442-100%$125.2K———
Migdal Insurance & Financial Holdings Ltd.
N/A—438-438-100%$124.3K———
Smithfield Trust Co
N/A—425-425-100%$121.0K———
Cypress Capital Management LLC (WY)
N/A—343-343-100%$97.3K———
FAS Wealth Partners, Inc.
N/A—326-326-100%$92.4K———
Brown Brothers Harriman & Co
N/A—270-270-100%$76.6K———
Bellevue Asset Management, LLC
N/A—268-268-100%$76.1K———
Smartleaf Asset Management LLC
N/A—264-264-100%$73.1K———
CVA Family Office, LLC
N/A—250-250-100%$70.9K———
Synergy Investment Management, LLC
N/A—221-221-100%$62.7K———
Darwin Wealth Management, LLC
N/A—206-206-100%$58.5K———
HM Payson & Co
N/A—200-200-100%$56.8K———
JPL Wealth Management, LLC
N/A—186-186-100%$52.8K———
TD Capital Management LLC
N/A—181-181-100%$51.3K———
UBS Asset Management Americas LLC
N/A—162-162-100%$46.0K———
Transamerica Financial Advisors, LLC
N/A—150-150-100%$42.7K———
Atomic Invest LLC
N/A—141-141-100%$39.1K———
Measured Wealth Private Client Group, LLC
N/A—130-130-100%$36.9K———
Strive Financial Group,LLC
N/A—125-125-100%$35.5K———
Meramec Financial Planners, LLC
N/A—123-123-100%$33.6K———
Glenmede Trust Co NA
N/A—119-119-100%$33.8K———
Timbuktu Capital Management, LLC
N/A—100-100-100%$28.4K———
Cardiff Park Advisors, LLC
N/A—100-100-100%$28.4K———
O'shaughnessy Asset Management, LLC
N/A—97-97-100%$27.5K———
Field & Main Bank
N/A—75-75-100%$21.3K———
Webster Bank, N. A.
N/A—75-75-100%$21.3K———
Rothschild Investment LLC
N/A—69-69-100%$19.6K———
Avalon Trust Co
N/A—55-55-100%$15.6K———
Continuum Advisory, LLC
N/A—54-54-100%$15.3K———
Ameriflex Group, Inc.
N/A—44-44-100%$12.5K———
Strategic Wealth Partners, Ltd.
N/A—42-42-100%$11.8K———
Copia Wealth Management
N/A—37-37-100%$10.5K———
Ogorek Anthony Joseph
N/A—35-35-100%$9———
CNB Bank
N/A—35-35-100%$9.9K———
Truvestments Capital LLC
N/A—27-27-100%$7.7K———
GW&K Investment Management, LLC
N/A—26-26-100%$8———
Orion Capital Management LLC
N/A—22-22-100%$6.2K———
Atlantic Union Bankshares Corp
N/A—17-17-100%$4.8K———
Ritter Daniher Financial Advisory LLC / de
N/A—16-16-100%$4.4K———
Howe & Rusling Inc
N/A—15-15-100%$4.3K———
Financial Gravity Companies, Inc.
N/A—10-10-100%$2.8K———
Vision Retirement, LLC
N/A—9-9-100%$2.6K———
WealthShield Partners, LLC
N/A—3-3-100%$851———
ARK Investment Management LLC
N/A—3-3-100%$729———
HHM Wealth Advisors, LLC
N/A—1-1-100%$284———
Showing 671 of 671 institutions