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Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
New York Life Investment Management LLC
DECREASED
Shares1,800,555 from 1,967,252
Change-166,697 (-8%)
Value$55.5M (-$5.2M)
Filed 2026-11-04
Curbstone Financial Management Corp
INCREASED
Shares1,341,406 from 1,304,506
Change+36,900 (+3%)
Value$41.4M (+$1.1M)
Filed 2026-10-21
Facet Wealth, Inc.
INCREASED
Shares1,245,242 from 1,166,828
Change+78,414 (+7%)
Value$38.4M (+$2.4M)
Filed 2026-11-04
Keybank National Association
INCREASED
Shares1,132,357 from 969,434
Change+162,923 (+17%)
Value$34.9M (+$5.0M)
Filed 2026-11-04
Beacon Capital Management, Inc.
INCREASED
Shares1,115,547 from 736,373
Change+379,174 (+51%)
Value$34.4M (+$11.7M)
Filed 2026-10-13
Farther Finance Advisors, LLC
INCREASED
Shares1,009,744 from 976,402
Change+33,342 (+3%)
Value$31.1M (+$1.0M)
Filed 2026-10-08
MFA Wealth Advisors, LLC
INCREASED
Shares940,604 from 930,045
Change+10,559 (+1%)
Value$29.0M (+$316.4K)
Filed 2026-10-07
Cornerstone Management, Inc.
INCREASED
Shares877,554 from 872,431
Change+5,123 (+1%)
Value$27.1M (+$149.3K)
Filed 2026-10-16
Ameliora Wealth Management Ltd.
INCREASED
Shares798,696 from 742,057
Change+56,639 (+8%)
Value$24.6M (+$1.7M)
Filed 2026-10-23
Appleton Partners Inc
INCREASED
Shares673,574 from 506,531
Change+167,043 (+33%)
Value$20.8K (-$15.6M)
Filed 2026-10-30
Penobscot Investment Management Company, Inc.
INCREASED
Shares636,971 from 629,278
Change+7,693 (+1%)
Value$19.6M (+$231.0K)
Filed 2026-10-26
Towercrest Capital Management
INCREASED
Shares573,025 from 541,503
Change+31,522 (+6%)
Value$17.7M (+$966.7K)
Filed 2026-10-23
Alliance Wealth Management Group
INCREASED
Shares541,632 from 512,832
Change+28,800 (+6%)
Value$16.7M (+$883.1K)
Filed 2026-10-29
Whitcomb & Hess, Inc.
INCREASED
Shares537,870 from 526,422
Change+11,448 (+2%)
Value$16.6M (+$347.8K)
Filed 2026-10-07
Providence First Trust Co
INCREASED
Shares535,836 from 527,836
Change+8,000 (+2%)
Value$16.5M (+$241.4K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares497,182 from 483,776
Change+13,406 (+3%)
Value$15.3M (+$408.6K)
Filed 2026-11-02
RFG Advisory, LLC
INCREASED
Shares479,363 from 454,959
Change+24,404 (+5%)
Value$14.8M (+$748.1K)
Filed 2026-11-03
Prime Capital Investment Advisors, LLC
INCREASED
Shares446,795 from 437,018
Change+9,777 (+2%)
Value$13.8M (+$297.2K)
Filed 2026-10-20
Parsons Capital Management Inc
INCREASED
Shares394,340 from 378,061
Change+16,279 (+4%)
Value$12.2M (+$498.2K)
Filed 2026-10-28
Matauro, LLC
INCREASED
Shares366,355 from 222,022
Change+144,333 (+65%)
Value$11.3M (+$4.4M)
Filed 2026-11-03
Cherry Tree Wealth Management, LLC
DECREASED
Shares363,691 from 378,098
Change-14,407 (-4%)
Value$11.2M (-$448.1K)
Filed 2026-10-15
Donoghue Forlines LLC
NEW
Shares354,268
Change+354,268
Value$10.9M
Filed 2026-11-02
Aspetuck Financial Management LLC
INCREASED
Shares330,156 from 317,768
Change+12,388 (+4%)
Value$10.2M (+$378.9K)
Filed 2026-11-04
Cedar Mountain Advisors, LLC
INCREASED
Shares325,389 from 240,255
Change+85,134 (+35%)
Value$10.0M (+$2.6M)
Filed 2026-10-15
US Bancorp \de\
INCREASED
Shares279,537 from 738
Change+278,799 (+37778%)
Value$8.6M (+$8.6M)
Filed 2026-11-05
Cannon Advisors, Inc.
INCREASED
Shares248,951 from 234,795
Change+14,156 (+6%)
Value$7.7M (+$430.9K)
Filed 2026-10-14
Elevation Capital Advisory, LLC
NEW
Shares243,296
Change+243,296
Value$7.5M
Filed 2026-10-29
Mosley Wealth Management
INCREASED
Shares217,799 from 201,798
Change+16,001 (+8%)
Value$6.7M (+$478.4K)
Filed 2026-10-16
Capital Investment Advisors, LLC
DECREASED
Shares205,466 from 215,995
Change-10,529 (-5%)
Value$6.3M (-$326.8K)
Filed 2026-10-22
Avity Investment Management Inc.
INCREASED
Shares202,638 from 191,038
Change+11,600 (+6%)
Value$6.2M (+$355.8K)
Filed 2026-10-09
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares191,563 from 213,029
Change-21,466 (-10%)
Value$5.9K (-$6.6M)
Filed 2026-11-02
Assetmark, Inc
DECREASED
Shares188,020 from 429,451
Change-241,431 (-56%)
Value$5.8M (-$7.5M)
Filed 2026-10-21
Truist Financial Corp
INCREASED
Shares162,079 from 148,498
Change+13,581 (+9%)
Value$5.0M (+$417.3K)
Filed 2026-10-30
Ridgewood Investments LLC
INCREASED
Shares149,034 from 138,864
Change+10,170 (+7%)
Value$4.6M (+$312.2K)
Filed 2026-10-05
Friedenthal Financial
NEW
Shares147,446
Change+147,446
Value$4.5M
Filed 2026-10-27
Eagle Global Advisors LLC
INCREASED
Shares140,530 from 139,750
Change+780 (+1%)
Value$4.3M (+$22.7K)
Filed 2026-11-02
Sovran Advisors, LLC
INCREASED
Shares137,583 from 93,798
Change+43,785 (+47%)
Value$4.2M (+$1.3M)
Filed 2026-11-02
SAX Wealth Advisors, LLC
DECREASED
Shares137,253 from 143,009
Change-5,756 (-4%)
Value$4.2M (-$168.9K)
Filed 2026-10-13
Courier Capital LLC
DECREASED
Shares136,767 from 141,250
Change-4,483 (-3%)
Value$4.2M (-$139.7K)
Filed 2026-10-19
Asset One Wealth Management LLC
INCREASED
Shares125,530 from 121,554
Change+3,976 (+3%)
Value$3.9M (+$128.7K)
Filed 2026-11-02
Moneco Advisors, LLC
INCREASED
Shares121,250 from 120,355
Change+895 (+1%)
Value$3.7M (+$26.4K)
Filed 2026-11-05
Sowell Financial Services LLC
DECREASED
Shares119,028 from 127,974
Change-8,946 (-7%)
Value$3.7M (-$277.2K)
Filed 2026-10-23
Aries Wealth Management
DECREASED
Shares118,811 from 123,585
Change-4,774 (-4%)
Value$3.7M (-$148.5K)
Filed 2026-10-23
Atria Investments, Inc
DECREASED
Shares118,194 from 347,151
Change-228,957 (-66%)
Value$3.6M (-$7.1M)
Filed 2026-10-15
Exchange Traded Concepts, LLC
INCREASED
Shares113,027 from 79,390
Change+33,637 (+42%)
Value$3.5M (+$1.0M)
Filed 2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares110,603 from 104,486
Change+6,117 (+6%)
Value$3.4M (+$185.1K)
Filed 2026-10-13
Gilpin Wealth Management, LLC
INCREASED
Shares110,381 from 110,357
Change+24 (+0%)
Value$3.4M (-$363)
Filed 2026-10-09
Kestra Private Wealth Services, LLC
INCREASED
Shares108,128 from 107,453
Change+675 (+1%)
Value$3.3M (+$19.8K)
Filed 2026-10-30
Buska Wealth Management, LLC
DECREASED
Shares106,723 from 169,860
Change-63,137 (-37%)
Value$3.3M (-$1.9M)
Filed 2026-10-08
Creative Planning
DECREASED
Shares104,340 from 107,564
Change-3,224 (-3%)
Value$3.2M (-$100.5K)
Filed 2026-11-02
Tandem Investment Partners LLC
DECREASED
Shares102,659 from 110,235
Change-7,576 (-7%)
Value$3.2M (-$234.7K)
Filed 2026-10-16
Websterrogers Financial Advisors, LLC
INCREASED
Shares96,397 from 95,067
Change+1,330 (+1%)
Value$3.0M (+$40.0K)
Filed 2026-11-02
PFG Advisors
INCREASED
Shares94,414 from 88,222
Change+6,192 (+7%)
Value$2.9M (+$190.1K)
Filed 2026-10-16
BCS Wealth Management
INCREASED
Shares94,199 from 89,419
Change+4,780 (+5%)
Value$2.9M (+$146.5K)
Filed 2026-11-03
United Community Bank
INCREASED
Shares92,785 from 90,310
Change+2,475 (+3%)
Value$2.9M (+$75.4K)
Filed 2026-10-28
Aletheian Wealth Advisors LLC
INCREASED
Shares84,323 from 77,013
Change+7,310 (+9%)
Value$2.6M (+$224.7K)
Filed 2026-10-08
Flagship Harbor Advisors, LLC
INCREASED
Shares78,820 from 56,730
Change+22,090 (+39%)
Value$2.4M (+$680.7K)
Filed 2026-10-26
Central Trust Co
DECREASED
Shares64,330 from 67,520
Change-3,190 (-5%)
Value$2.0M (-$99.1K)
Filed 2026-11-05
Marshall & Sterling Wealth Advisors Inc.
NEW
Shares63,814
Change+63,814
Value$2.0M
Filed 2026-10-28
J.W. Cole Advisors, Inc.
INCREASED
Shares60,643 from 57,868
Change+2,775 (+5%)
Value$1.9M (+$85.0K)
Filed 2026-11-05
Thrivent Financial for Lutherans
NEW
Shares56,689
Change+56,689
Value$1.7K
Filed 2026-11-05
WJ Wealth Management, LLC
INCREASED
Shares51,319 from 43,809
Change+7,510 (+17%)
Value$1.6M (+$231.2K)
Filed 2026-11-03
IFP Advisors, Inc
INCREASED
Shares48,684 from 36,544
Change+12,140 (+33%)
Value$1.5M (+$374.0K)
Filed 2026-10-16
Portland Financial Advisors Inc
INCREASED
Shares47,034 from 43,084
Change+3,950 (+9%)
Value$1.5M (+$121.4K)
Filed 2026-10-26
Horizon Financial Services, LLC
DECREASED
Shares46,368 from 55,852
Change-9,484 (-17%)
Value$1.4M (-$293.0K)
Filed 2026-11-04
Hobart Private Capital, LLC
INCREASED
Shares45,703 from 44,702
Change+1,001 (+2%)
Value$1.4M (+$30.4K)
Filed 2026-10-19
Partners Wealth Management, LLC
NEW
Shares44,847
Change+44,847
Value$1.4M
Filed 2026-10-28
Chesley Taft & Associates LLC
INCREASED
Shares44,450 from 41,500
Change+2,950 (+7%)
Value$1.4M (+$90.6K)
Filed 2026-10-13
Unify Financial Advisors
INCREASED
Shares43,675 from 37,646
Change+6,029 (+16%)
Value$1.3M (+$185.6K)
Filed 2026-11-03
Tradewinds Capital Management, LLC
DECREASED
Shares43,455 from 43,968
Change-513 (-1%)
Value$1.3M (-$16.3K)
Filed 2026-10-23
Collaborative Fund Advisors, LLC
NEW
Shares39,782
Change+39,782
Value$1.2M
Filed 2026-11-02
McBroom & Associates, LLC
DECREASED
Shares38,461 from 39,593
Change-1,132 (-3%)
Value$1.2M (-$35.3K)
Filed 2026-10-29
Kestra Advisory Services, LLC
INCREASED
Shares37,560 from 35,598
Change+1,962 (+6%)
Value$1.2M (+$60.2K)
Filed 2026-11-02
Milestone Asset Management, LLC
DECREASED
Shares35,620 from 796,500
Change-760,880 (-96%)
Value$1.1M (-$23.5M)
Filed 2026-10-15
StoneX Group Inc.
INCREASED
Shares35,602 from 31,100
Change+4,502 (+14%)
Value$1.1M (+$138.9K)
Filed 2026-11-03
Fortune Financial Group, Inc.
DECREASED
Shares28,286 from 36,824
Change-8,538 (-23%)
Value$872.3K (-$263.7K)
Filed 2026-10-22
Uncommon Cents Investing Inc
UNCHANGED
Shares28,193 from 28,193
Change0 (0%)
Value$869.5K (-$282)
Filed 2026-10-20
Brady Martz Wealth Solutions, LLC
UNCHANGED
Shares27,935 from 27,935
Change0 (0%)
Value$861.5K (-$280)
Filed 2026-11-05
Meridian Wealth Management, LLC
INCREASED
Shares26,393 from 26,377
Change+16 (+0%)
Value$813.8K (+$243)
Filed 2026-11-05
Vise Technologies, Inc.
INCREASED
Shares24,511 from 13,828
Change+10,683 (+77%)
Value$755.9K (+$329.3K)
Filed 2026-10-29
Old Port Advisors
DECREASED
Shares24,415 from 28,398
Change-3,983 (-14%)
Value$753.0K (-$123.1K)
Filed 2026-10-23
Eagle Capital Management, LLC
UNCHANGED
Shares24,278 from 24,278
Change0 (0%)
Value$749 ($0)
Filed 2026-10-19
WBI Investments, LLC
INCREASED
Shares24,135 from 22,700
Change+1,435 (+6%)
Value$744.3K (+$44.0K)
Filed 2026-11-05
Perigon Wealth Management, LLC
INCREASED
Shares23,821 from 12,606
Change+11,215 (+89%)
Value$734.6K (+$345.7K)
Filed 2026-10-22
Sigma Planning Corp
DECREASED
Shares23,425 from 25,124
Change-1,699 (-7%)
Value$722.5K (-$52.5K)
Filed 2026-10-23
Blake Schutter Theil Wealth Advisors, LLC
DECREASED
Shares22,735 from 22,810
Change-75 (0%)
Value$701.1K (-$2.5K)
Filed 2026-11-02
Woodward Diversified Capital, LLC
INCREASED
Shares22,134 from 15,721
Change+6,413 (+41%)
Value$682.6K (+$197.6K)
Filed 2026-10-21
TritonPoint Partners, LLC
UNCHANGED
Shares20,700 from 20,700
Change0 (0%)
Value$638.4K (-$207)
Filed 2026-11-05
Virtue Capital Management, LLC
DECREASED
Shares20,222 from 83,686
Change-63,464 (-76%)
Value$623.6K (-$2.0M)
Filed 2026-10-29
Bank of New York Mellon Corp
DECREASED
Shares19,524 from 68,461
Change-48,937 (-71%)
Value$602.1K (-$1.5M)
Filed 2026-11-05
Magnus Financial Group LLC
NEW
Shares18,721
Change+18,721
Value$577.4K
Filed 2026-10-21
Outlook Wealth Advisors, LLC
UNCHANGED
Shares18,154 from 18,154
Change0 (0%)
Value$559.9K (-$182)
Filed 2026-10-28
Guidance Capital, Inc
INCREASED
Shares17,974 from 17,383
Change+591 (+3%)
Value$552.0K (+$16.8K)
Filed 2026-11-03
Modera Wealth Management, LLC
INCREASED
Shares17,650 from 17,608
Change+42 (+0%)
Value$544.3K (+$1.1K)
Filed 2026-10-28
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares16,462 from 16,462
Change0 (0%)
Value$507.7K (-$165)
Filed 2026-10-30
Advisor Resource Council
DECREASED
Shares15,931 from 18,764
Change-2,833 (-15%)
Value$489.7K (-$87.8K)
Filed 2026-11-05
Compound Planning, Inc.
NEW
Shares15,246
Change+15,246
Value$470.2K
Filed 2026-11-05
Worth Asset Management, LLC
INCREASED
Shares15,153 from 13,766
Change+1,387 (+10%)
Value$467.3K (+$42.6K)
Filed 2026-10-07
Koshinski Asset Management, Inc.
INCREASED
Shares14,871 from 14,341
Change+530 (+4%)
Value$458.6K (+$16.2K)
Filed 2026-10-29
Summit Place Financial Advisors, LLC
INCREASED
Shares14,820 from 14,020
Change+800 (+6%)
Value$457.0K (+$24.5K)
Filed 2026-10-23
Wealthcare Advisory Partners LLC
DECREASED
Shares14,412 from 14,765
Change-353 (-2%)
Value$444.5K (-$11.0K)
Filed 2026-10-21
Tactive Advisors, LLC
DECREASED
Shares14,408 from 15,567
Change-1,159 (-7%)
Value$444.3K (-$35.9K)
Filed 2026-10-08
Apella Capital, LLC
UNCHANGED
Shares14,102 from 14,102
Change0 (0%)
Value$433.7K (-$395)
Filed 2026-10-08
International Assets Investment Management, LLC
DECREASED
Shares13,817 from 16,430
Change-2,613 (-16%)
Value$424.5K (-$80.9K)
Filed 2026-11-02
MTM Investment Management, LLC
DECREASED
Shares13,632 from 13,853
Change-221 (-2%)
Value$420.4K (-$6.9K)
Filed 2026-10-30
Valpey Financial Services, LLC
INCREASED
Shares13,529 from 11,628
Change+1,901 (+16%)
Value$417.2K (+$58.5K)
Filed 2026-10-30
Avior Wealth Management, LLC
DECREASED
Shares13,448 from 13,606
Change-158 (-1%)
Value$414.7K (-$5.0K)
Filed 2026-10-13
Sage Capital Management, LLC
NEW
Shares13,042
Change+13,042
Value$402.2K
Filed 2026-10-20
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares13,014 from 12,820
Change+194 (+2%)
Value$401.4K (+$5.9K)
Filed 2026-11-04
Axxcess Wealth Management, LLC
INCREASED
Shares12,969 from 6,888
Change+6,081 (+88%)
Value$400.0K (+$187.5K)
Filed 2026-10-21
Riverbend Wealth Management, LLC
INCREASED
Shares12,544 from 9,364
Change+3,180 (+34%)
Value$386.9K (+$98.0K)
Filed 2026-10-15
Simplicity Wealth,LLC
DECREASED
Shares12,245 from 16,323
Change-4,078 (-25%)
Value$377.6K (-$125.9K)
Filed 2026-10-23
Fifth Third Bancorp
DECREASED
Shares12,161 from 26,704
Change-14,543 (-54%)
Value$375.0K (-$448.8K)
Filed 2026-11-05
Discipline Wealth Solutions, LLC
NEW
Shares11,813
Change+11,813
Value$364.3K
Filed 2026-10-14
Silverlake Wealth Management LLC
UNCHANGED
Shares11,757 from 11,757
Change0 (0%)
Value$362.6K (-$118)
Filed 2026-10-21
Omnitrust Wealth Management, Inc
NEW
Shares11,372
Change+11,372
Value$350.7K
Filed 2026-11-02
NBT Bank, N.A.
UNCHANGED
Shares11,185 from 11,185
Change0 (0%)
Value$344.9K (-$112)
Filed 2026-10-21
Beacon Financial Group
DECREASED
Shares10,872 from 11,462
Change-590 (-5%)
Value$335.3K (-$18.3K)
Filed 2026-10-19
Lanark Financial, Inc.
DECREASED
Shares10,754 from 13,793
Change-3,039 (-22%)
Value$331.7K (-$93.9K)
Filed 2026-10-26
Auour Investments LLC
INCREASED
Shares10,122 from 9,950
Change+172 (+2%)
Value$312.2K (+$5.2K)
Filed 2026-10-28
Synergy Asset Management, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$308.4K (-$100)
Filed 2026-11-05
Trilogy Capital Inc.
INCREASED
Shares9,912 from 9,297
Change+615 (+7%)
Value$305.7K (+$18.9K)
Filed 2026-10-20
Cornerstone Wealth, LLC
UNCHANGED
Shares9,828 from 9,828
Change0 (0%)
Value$302.8K (+$197)
Filed 2026-10-28
Fifth Third Securities, Inc.
NEW
Shares9,732
Change+9,732
Value$300.1K
Filed 2026-10-21
Avantax Planning Partners, Inc.
UNCHANGED
Shares9,646 from 9,646
Change0 (0%)
Value$297.5K (-$96)
Filed 2026-11-03
Root Financial Partners, LLC
UNCHANGED
Shares9,509 from 9,509
Change0 (0%)
Value$293.3K (-$95)
Filed 2026-10-21
Opulen Financial Group LLC
DECREASED
Shares9,298 from 9,499
Change-201 (-2%)
Value$286.8K (-$6.3K)
Filed 2026-10-22
Ashton Thomas Private Wealth, LLC
DECREASED
Shares9,229 from 20,674
Change-11,445 (-55%)
Value$284.6K (-$353.2K)
Filed 2026-11-03
MCF Advisors LLC
DECREASED
Shares9,226 from 9,558
Change-332 (-3%)
Value$284.5K (-$10.3K)
Filed 2026-10-28
Smith Chas P & Associates PA Cpas
UNCHANGED
Shares8,737 from 8,737
Change0 (0%)
Value$269.0K (-$524)
Filed 2026-10-22
Bath Savings Trust Co
INCREASED
Shares8,457 from 6,807
Change+1,650 (+24%)
Value$260.8K (+$50.8K)
Filed 2026-10-07
Advisor OS, LLC
INCREASED
Shares8,269 from 7,902
Change+367 (+5%)
Value$255.0K (+$11.2K)
Filed 2026-11-03
SBI Securities Co., Ltd.
INCREASED
Shares8,076 from 7,985
Change+91 (+1%)
Value$249.1K (+$2.7K)
Filed 2026-10-22
Rahlfs Capital, LLC
NEW
Shares7,735
Change+7,735
Value$206.4K
Filed 2026-10-23
Naples Global Advisors, LLC
UNCHANGED
Shares7,715 from 7,715
Change0 (0%)
Value$237.9K (-$77)
Filed 2026-11-05
NTV Asset Management LLC
DECREASED
Shares7,666 from 8,066
Change-400 (-5%)
Value$236.4K (-$12.4K)
Filed 2026-10-23
Rockingstone Advisors LLC
UNCHANGED
Shares7,550 from 7,550
Change0 (0%)
Value$232.8K (-$76)
Filed 2026-10-16
Cap Partners, LLC
INCREASED
Shares7,524 from 7,498
Change+26 (+0%)
Value$232.0K (+$722)
Filed 2026-10-19
Tempus Wealth Planning, LLC
INCREASED
Shares7,514 from 7,422
Change+92 (+1%)
Value$231.7K (+$2.8K)
Filed 2026-10-14
Vantage Investment Partners, LLC
UNCHANGED
Shares7,365 from 7,365
Change0 (0%)
Value$227.1K (-$73)
Filed 2026-10-27
Curtis Advisory Group, LLC
UNCHANGED
Shares7,110 from 7,110
Change0 (0%)
Value$219.3K (-$72)
Filed 2026-10-28
AGF Management LTD
NEW
Shares7,095
Change+7,095
Value$218.8K
Filed 2026-11-03
My Personal CFO, LLC
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$215.9K (-$70)
Filed 2026-10-14
Strategic Blueprint, LLC
DECREASED
Shares6,987 from 9,883
Change-2,896 (-29%)
Value$215.5K (-$89.4K)
Filed 2026-10-22
Independent Financial Group, LLC
INCREASED
Shares6,918 from 6,571
Change+347 (+5%)
Value$213.4K (+$10.6K)
Filed 2026-10-13
Gilbert Capital Group, Inc.
NEW
Shares6,675
Change+6,675
Value$205.9K
Filed 2026-10-28
Grey Ledge Advisors, LLC
NEW
Shares6,674
Change+6,674
Value$205.8K
Filed 2026-11-02
Davenport & Co LLC
UNCHANGED
Shares6,608 from 6,608
Change0 (0%)
Value$203.8K (-$66)
Filed 2026-10-14
Sonata Capital Group Inc
NEW
Shares6,600
Change+6,600
Value$203.5K
Filed 2026-10-19
Park Avenue Securities LLC
UNCHANGED
Shares6,530 from 6,530
Change0 (0%)
Value$201 (-$200.8K)
Filed 2026-10-26
Lido Advisors, LLC
NEW
Shares6,511
Change+6,511
Value$200.8K
Filed 2026-11-04
Point Nemo Capital, LLC
NEW
Shares6,293
Change+6,293
Value$194.1K
Filed 2026-11-03
Creative Financial Designs Inc
INCREASED
Shares6,259 from 1,600
Change+4,659 (+291%)
Value$193.0K (+$143.7K)
Filed 2026-11-04
Capital Investment Advisory Services, LLC
UNCHANGED
Shares5,904 from 5,904
Change0 (0%)
Value$182.1K (-$59)
Filed 2026-10-30
Private Trust Co NA
UNCHANGED
Shares5,115 from 5,115
Change0 (0%)
Value$157.7K (-$51)
Filed 2026-10-20
AlphaCentric Advisors LLC
INCREASED
Shares5,002 from 4,468
Change+534 (+12%)
Value$154.3K (+$16.4K)
Filed 2026-11-03
Hyposwiss Advisors SA
UNCHANGED
Shares4,630 from 4,630
Change0 (0%)
Value$142.8K (-$47)
Filed 2026-10-26
JFS Wealth Advisors, LLC
INCREASED
Shares4,044 from 4,004
Change+40 (+1%)
Value$124.7K (+$1.2K)
Filed 2026-11-03
Ashton Thomas Securities, LLC
DECREASED
Shares3,875 from 5,172
Change-1,297 (-25%)
Value$119.5K (-$40.1K)
Filed 2026-10-26
Lloyd Advisory Services, Llc.
INCREASED
Shares3,604 from 3,598
Change+6 (+0%)
Value$111.1K (+$141)
Filed 2026-11-02
Citigroup Inc
INCREASED
Shares3,456 from 275
Change+3,181 (+1157%)
Value$106.6K (+$98.1K)
Filed 2026-11-04
CoreCap Advisors, LLC
DECREASED
Shares3,378 from 284,005
Change-280,627 (-99%)
Value$104.2K (-$8.7M)
Filed 2026-10-08
Caldwell Trust Co
UNCHANGED
Shares3,060 from 3,060
Change0 (0%)
Value$94.4K (-$31)
Filed 2026-10-30
Raleigh Capital Management Inc.
INCREASED
Shares2,900 from 2,872
Change+28 (+1%)
Value$89.4K (+$850)
Filed 2026-10-28
Wolff Wiese Magana LLC
INCREASED
Shares2,464 from 64
Change+2,400 (+3750%)
Value$76.0K (+$74.0K)
Filed 2026-10-15
Laurel Wealth Advisors LLC
NEW
Shares2,308
Change+2,308
Value$71.2K
Filed 2026-10-27
Coastline Trust Co
UNCHANGED
Shares1,990 from 1,990
Change0 (0%)
Value$61.4K (-$20)
Filed 2026-10-01
Cullen T Bankers, Inc.
NEW
Shares1,940
Change+1,940
Value$59.8K
Filed 2026-10-28
Harbor Asset Planning, Inc.
INCREASED
Shares1,303 from 1,289
Change+14 (+1%)
Value$40.2K (+$405)
Filed 2026-10-23
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares1,302 from 1,302
Change0 (0%)
Value$40.2K (-$13)
Filed 2026-10-27
Rosenberg Matthew Hamilton
UNCHANGED
Shares1,277 from 1,277
Change0 (0%)
Value$39.4K (-$12)
Filed 2026-10-05
Signature Equity Partners, LLC
INCREASED
Shares1,113 from 1,010
Change+103 (+10%)
Value$34.3K (+$3.2K)
Filed 2026-10-29
Evolution Wealth Management Inc.
DECREASED
Shares872 from 1,623
Change-751 (-46%)
Value$26.9K (-$23.2K)
Filed 2026-10-28
Toth Financial Advisory Corp
UNCHANGED
Shares805 from 805
Change0 (0%)
Value$24.8K (-$8)
Filed 2026-10-08
1620 Investment Advisors, Inc.
DECREASED
Shares771 from 854
Change-83 (-10%)
Value$23.8K (-$2.6K)
Filed 2026-11-04
Mather Group, Llc.
UNCHANGED
Shares768 from 768
Change0 (0%)
Value$23.7K (-$8)
Filed 2026-10-14
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares549 from 549
Change0 (0%)
Value$16.9K (-$6)
Filed 2026-11-02
Gen-Wealth Partners Inc
INCREASED
Shares514 from 508
Change+6 (+1%)
Value$15.8K (+$160)
Filed 2026-11-04
Decker Retirement Planning Inc.
INCREASED
Shares480 from 208
Change+272 (+131%)
Value$14.8K (+$8.4K)
Filed 2026-10-19
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares463 from 463
Change0 (0%)
Value$14.2K (-$18)
Filed 2026-11-04
Triumph Capital Management
DECREASED
Shares404 from 554
Change-150 (-27%)
Value$12.5K (-$4.6K)
Filed 2026-10-14
Gamma Investing LLC
UNCHANGED
Shares378 from 378
Change0 (0%)
Value$11.7K (-$3)
Filed 2026-10-08
Bank of New Hampshire
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$10.8K (-$4)
Filed 2026-10-06
Realta Investment Advisors
INCREASED
Shares339 from 320
Change+19 (+6%)
Value$10.4K (+$582)
Filed 2026-10-14
Cape Investment Advisory, Inc.
INCREASED
Shares311 from 234
Change+77 (+33%)
Value$9.6K (+$2.4K)
Filed 2026-10-13
Spire Wealth Management
UNCHANGED
Shares311 from 311
Change0 (0%)
Value$9.6K (-$3)
Filed 2026-10-30
Center for Financial Planning, Inc.
UNCHANGED
Shares292 from 292
Change0 (0%)
Value$9.0K (-$4)
Filed 2026-10-26
Larson Financial Group LLC
DECREASED
Shares253 from 305
Change-52 (-17%)
Value$7.8K (-$1.6K)
Filed 2026-11-05
Kingdom Financial Group Llc.
INCREASED
Shares248 from 228
Change+20 (+9%)
Value$7.6K (+$614)
Filed 2026-11-04
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares244 from 244
Change0 (0%)
Value$7.5K (-$3)
Filed 2026-10-26
Y.D. More Investments Ltd
NEW
Shares225
Change+225
Value$6.9K
Filed 2026-11-02
Blue Trust, Inc.
DECREASED
Shares164 from 650
Change-486 (-75%)
Value$5.1K (-$15.0K)
Filed 2026-10-15
First Bancorp, Inc
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$4.6K (-$2)
Filed 2026-10-26
Jnba Financial Advisors
NEW
Shares85
Change+85
Value$2.6K
Filed 2026-11-03
Hickory Point Bank & Trust
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$2.5K (-$1)
Filed 2026-10-01
Rossby Financial, LCC
NEW
Shares60
Change+60
Value$1.9K
Filed 2026-11-05
High Note Wealth, LLC
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$987 ($0)
Filed 2026-10-27
Parallel Advisors, LLC
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$987 ($0)
Filed 2026-11-03
Networth Advisors, LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$686 (+$7)
Filed 2026-11-03
Meriwether Wealth & Planning, LLC
NEW
Shares2
Change+2
Value$62
Filed 2026-10-13
Golden State Wealth Management, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$31 ($0)
Filed 2026-11-02
Fiduciary Financial Group, LLC
CLOSED
Shares0 from 330,908
Change-330,908 (-100%)
Value$0 (-$10.2M)
Filed 2026-10-13
Heritage OAK Wealth Advisors LLC
CLOSED
Shares0 from 182,826
Change-182,826 (-100%)
Value$0 (-$5.6M)
Filed 2026-10-14
Global View Capital Management LLC
CLOSED
Shares0 from 79,031
Change-79,031 (-100%)
Value$0 (-$2.4M)
Filed 2026-10-28
Concurrent Investment Advisors, LLC
CLOSED
Shares0 from 69,892
Change-69,892 (-100%)
Value$0 (-$2.2M)
Filed 2026-10-16
United Advisor Group, LLC
CLOSED
Shares0 from 56,603
Change-56,603 (-100%)
Value$0 (-$1.7M)
Filed 2026-11-03
Balefire, LLC
CLOSED
Shares0 from 44,184
Change-44,184 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-09
World Equity Group, Inc.
CLOSED
Shares0 from 43,232
Change-43,232 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-14
Swmg, LLC
CLOSED
Shares0 from 38,853
Change-38,853 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-23
Legacy Wealth Partners, LLC
CLOSED
Shares0 from 36,154
Change-36,154 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-15
YHB Investment Advisors, Inc.
CLOSED
Shares0 from 34,552
Change-34,552 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-08
Hutchens & Kramer Investment Management Group, LLC
CLOSED
Shares0 from 33,141
Change-33,141 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-16
Fulcrum Equity Management
CLOSED
Shares0 from 29,836
Change-29,836 (-100%)
Value$0 (-$920.4K)
Filed 2026-10-21
Kingswood Wealth Advisors, LLC
CLOSED
Shares0 from 18,927
Change-18,927 (-100%)
Value$0 (-$583.9K)
Filed 2026-10-23
Legacy Capital Wealth Partners, LLC
CLOSED
Shares0 from 12,455
Change-12,455 (-100%)
Value$0 (-$384.2K)
Filed 2026-10-21
New Wave Wealth Advisors LLC
CLOSED
Shares0 from 12,143
Change-12,143 (-100%)
Value$0 (-$374.6K)
Filed 2026-10-19
MGO One Seven LLC
CLOSED
Shares0 from 11,623
Change-11,623 (-100%)
Value$0 (-$358.6K)
Filed 2026-10-28
Encompass More Asset Management
CLOSED
Shares0 from 10,001
Change-10,001 (-100%)
Value$0 (-$308.5K)
Filed 2026-10-16
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 7,891
Change-7,891 (-100%)
Value$0 (-$243.4K)
Filed 2026-10-26
Lane Brothers & Co Inc
CLOSED
Shares0 from 7,802
Change-7,802 (-100%)
Value$0 (-$240.7K)
Filed 2026-11-02
Integrity Alliance, Llc.
CLOSED
Shares0 from 7,747
Change-7,747 (-100%)
Value$0 (-$239.0K)
Filed 2026-10-29
Genesis Private Wealth, LLC
CLOSED
Shares0 from 6,718
Change-6,718 (-100%)
Value$0 (-$207.2K)
Filed 2026-11-02
Roger Wittlin Investment Advisory, LLC
CLOSED
Shares0 from 6,580
Change-6,580 (-100%)
Value$0 (-$203.0K)
Filed 2026-10-19
Virginia Estate & Retirement Planning Advisors Inc.
CLOSED
Shares0 from 2,229
Change-2,229 (-100%)
Value$0 (-$204.3K)
Filed 2026-10-14
Cornerstone Planning Group LLC
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$30.8K)
Filed 2026-10-16
Manchester Capital Management LLC
CLOSED
Shares0 from 134
Change-134 (-100%)
Value$0 (-$4.1K)
Filed 2026-10-22
Buck Wealth Strategies, LLC
CLOSED
Shares0 from 99
Change-99 (-100%)
Value$0 (-$3.1K)
Filed 2026-10-28
Values First Advisors, Inc.
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$171)
Filed 2026-10-23
Wealthfront Advisers LLC
N/A
Shares— from 5,067,526
Change-5,067,526 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 4,105,014
Change-4,105,014 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 3,934,329
Change-3,934,329 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,699,472
Change-2,699,472 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,456,048
Change-2,456,048 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,974,296
Change-1,974,296 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,868,939
Change-1,868,939 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,007,464
Change-1,007,464 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 991,167
Change-991,167 (-100%)
Value—
State Street Corp
N/A
Shares— from 941,322
Change-941,322 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 873,369
Change-873,369 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 847,170
Change-847,170 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 806,621
Change-806,621 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 790,575
Change-790,575 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 549,371
Change-549,371 (-100%)
Value—
Allstate Corp
N/A
Shares— from 549,206
Change-549,206 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 477,237
Change-477,237 (-100%)
Value—
UBS Group AG
N/A
Shares— from 427,906
Change-427,906 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 403,917
Change-403,917 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 391,414
Change-391,414 (-100%)
Value—
Dean Investment Associates, LLC
N/A
Shares— from 331,163
Change-331,163 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 325,097
Change-325,097 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 294,730
Change-294,730 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 291,690
Change-291,690 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 280,541
Change-280,541 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 254,331
Change-254,331 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 247,920
Change-247,920 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 229,595
Change-229,595 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 226,620
Change-226,620 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 208,925
Change-208,925 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 208,428
Change-208,428 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 190,460
Change-190,460 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 188,605
Change-188,605 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 177,864
Change-177,864 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 176,865
Change-176,865 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 171,866
Change-171,866 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 169,272
Change-169,272 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 152,532
Change-152,532 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 144,892
Change-144,892 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 137,892
Change-137,892 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 137,372
Change-137,372 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 136,225
Change-136,225 (-100%)
Value—
Viaable, LLC
N/A
Shares— from 133,961
Change-133,961 (-100%)
Value—
Generation Capital Management LLC
N/A
Shares— from 132,333
Change-132,333 (-100%)
Value—
Jacobson & Schmitt Advisors, LLC
N/A
Shares— from 131,759
Change-131,759 (-100%)
Value—
Terril Brothers, Inc.
N/A
Shares— from 124,835
Change-124,835 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 111,473
Change-111,473 (-100%)
Value—
10Elms LLP
N/A
Shares— from 111,271
Change-111,271 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 105,223
Change-105,223 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 96,515
Change-96,515 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 96,325
Change-96,325 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 89,259
Change-89,259 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 88,828
Change-88,828 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 85,022
Change-85,022 (-100%)
Value—
Perspective Wealth Advisors LLC
N/A
Shares— from 74,184
Change-74,184 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 67,186
Change-67,186 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 63,964
Change-63,964 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 62,724
Change-62,724 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 62,335
Change-62,335 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 56,201
Change-56,201 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 52,600
Change-52,600 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 50,823
Change-50,823 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 49,000
Change-49,000 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 47,937
Change-47,937 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 47,263
Change-47,263 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 45,741
Change-45,741 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 44,754
Change-44,754 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 44,675
Change-44,675 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 44,406
Change-44,406 (-100%)
Value—
Hudson Portfolio Management LLC
N/A
Shares— from 43,745
Change-43,745 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 43,454
Change-43,454 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 42,292
Change-42,292 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 40,669
Change-40,669 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 40,404
Change-40,404 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 38,983
Change-38,983 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 38,449
Change-38,449 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 38,300
Change-38,300 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 38,137
Change-38,137 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 38,026
Change-38,026 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 37,562
Change-37,562 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 34,407
Change-34,407 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 34,270
Change-34,270 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 32,379
Change-32,379 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 31,355
Change-31,355 (-100%)
Value—
Mount Lucas Management LP
N/A
Shares— from 29,853
Change-29,853 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 29,151
Change-29,151 (-100%)
Value—
&partners
N/A
Shares— from 29,035
Change-29,035 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 28,850
Change-28,850 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 26,417
Change-26,417 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 25,452
Change-25,452 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 25,153
Change-25,153 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 24,093
Change-24,093 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 22,909
Change-22,909 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 19,485
Change-19,485 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 19,067
Change-19,067 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 18,781
Change-18,781 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 18,736
Change-18,736 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 18,670
Change-18,670 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 18,578
Change-18,578 (-100%)
Value—
Crabel Capital Management, LLC
N/A
Shares— from 16,430
Change-16,430 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 15,780
Change-15,780 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 15,697
Change-15,697 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 15,460
Change-15,460 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 14,131
Change-14,131 (-100%)
Value—
Samara Investment Management, LLC
N/A
Shares— from 14,124
Change-14,124 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 13,785
Change-13,785 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 13,610
Change-13,610 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 12,992
Change-12,992 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 12,958
Change-12,958 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 12,803
Change-12,803 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 12,010
Change-12,010 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 11,947
Change-11,947 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 11,727
Change-11,727 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 11,605
Change-11,605 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 11,132
Change-11,132 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 11,090
Change-11,090 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 10,997
Change-10,997 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 10,585
Change-10,585 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 10,482
Change-10,482 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 10,227
Change-10,227 (-100%)
Value—
Capital Advisory Group Advisory Services, LLC
N/A
Shares— from 9,900
Change-9,900 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 9,524
Change-9,524 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 9,448
Change-9,448 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 9,202
Change-9,202 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 9,191
Change-9,191 (-100%)
Value—
Centennial Bank
N/A
Shares— from 8,865
Change-8,865 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 8,205
Change-8,205 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 7,517
Change-7,517 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 7,404
Change-7,404 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 7,214
Change-7,214 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 7,086
Change-7,086 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 6,662
Change-6,662 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 3,250
Change-3,250 (-100%)
Value—
Blair William & Co
N/A
Shares— from 2,978
Change-2,978 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,890
Change-2,890 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,765
Change-2,765 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 2,642
Change-2,642 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 2,611
Change-2,611 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 2,425
Change-2,425 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 2,189
Change-2,189 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 2,034
Change-2,034 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 1,450
Change-1,450 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 1,352
Change-1,352 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 1,344
Change-1,344 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 1,309
Change-1,309 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 1,298
Change-1,298 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,139
Change-1,139 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,083
Change-1,083 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 950
Change-950 (-100%)
Value—
FMR LLC
N/A
Shares— from 839
Change-839 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 811
Change-811 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 643
Change-643 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 587
Change-587 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 561
Change-561 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 489
Change-489 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 371
Change-371 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 214
Change-214 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 134
Change-134 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 133
Change-133 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 130
Change-130 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 23
Change-23 (-100%)
Value—
Status
New York Life Investment Management LLC
DECREASED1,800,5551,967,252-166,697-8%$60.7M$55.5M-$5.2M2026-11-04
Curbstone Financial Management Corp
INCREASED1,341,4061,304,506+36,900+3%$40.2M$41.4M+$1.1M2026-10-21
Facet Wealth, Inc.
INCREASED1,245,2421,166,828+78,414+7%$36.0M$38.4M+$2.4M2026-11-04
Keybank National Association
INCREASED1,132,357969,434+162,923+17%$29.9M$34.9M+$5.0M2026-11-04
Beacon Capital Management, Inc.
INCREASED1,115,547736,373+379,174+51%$22.7M$34.4M+$11.7M2026-10-13
Farther Finance Advisors, LLC
INCREASED1,009,744976,402+33,342+3%$30.1M$31.1M+$1.0M2026-10-08
MFA Wealth Advisors, LLC
INCREASED940,604930,045+10,559+1%$28.7M$29.0M+$316.4K2026-10-07
Cornerstone Management, Inc.
INCREASED877,554872,431+5,123+1%$26.9M$27.1M+$149.3K2026-10-16
Ameliora Wealth Management Ltd.
INCREASED798,696742,057+56,639+8%$22.9M$24.6M+$1.7M2026-10-23
Appleton Partners Inc
INCREASED673,574506,531+167,043+33%$15.6M$20.8K-$15.6M2026-10-30
Penobscot Investment Management Company, Inc.
INCREASED636,971629,278+7,693+1%$19.4M$19.6M+$231.0K2026-10-26
Towercrest Capital Management
INCREASED573,025541,503+31,522+6%$16.7M$17.7M+$966.7K2026-10-23
Alliance Wealth Management Group
INCREASED541,632512,832+28,800+6%$15.8M$16.7M+$883.1K2026-10-29
Whitcomb & Hess, Inc.
INCREASED537,870526,422+11,448+2%$16.2M$16.6M+$347.8K2026-10-07
Providence First Trust Co
INCREASED535,836527,836+8,000+2%$16.3M$16.5M+$241.4K2026-11-02
Commonwealth Equity Services, LLC
INCREASED497,182483,776+13,406+3%$14.9M$15.3M+$408.6K2026-11-02
RFG Advisory, LLC
INCREASED479,363454,959+24,404+5%$14.0M$14.8M+$748.1K2026-11-03
Prime Capital Investment Advisors, LLC
INCREASED446,795437,018+9,777+2%$13.5M$13.8M+$297.2K2026-10-20
Parsons Capital Management Inc
INCREASED394,340378,061+16,279+4%$11.7M$12.2M+$498.2K2026-10-28
Matauro, LLC
INCREASED366,355222,022+144,333+65%$6.8M$11.3M+$4.4M2026-11-03
Cherry Tree Wealth Management, LLC
DECREASED363,691378,098-14,407-4%$11.7M$11.2M-$448.1K2026-10-15
Donoghue Forlines LLC
NEW354,268—+354,268——$10.9M—2026-11-02
Aspetuck Financial Management LLC
INCREASED330,156317,768+12,388+4%$9.8M$10.2M+$378.9K2026-11-04
Cedar Mountain Advisors, LLC
INCREASED325,389240,255+85,134+35%$7.4M$10.0M+$2.6M2026-10-15
US Bancorp \de\
INCREASED279,537738+278,799+37778%$22.8K$8.6M+$8.6M2026-11-05
Cannon Advisors, Inc.
INCREASED248,951234,795+14,156+6%$7.2M$7.7M+$430.9K2026-10-14
Elevation Capital Advisory, LLC
NEW243,296—+243,296——$7.5M—2026-10-29
Mosley Wealth Management
INCREASED217,799201,798+16,001+8%$6.2M$6.7M+$478.4K2026-10-16
Capital Investment Advisors, LLC
DECREASED205,466215,995-10,529-5%$6.7M$6.3M-$326.8K2026-10-22
Avity Investment Management Inc.
INCREASED202,638191,038+11,600+6%$5.9M$6.2M+$355.8K2026-10-09
Cambridge Investment Research Advisors, Inc.
DECREASED191,563213,029-21,466-10%$6.6M$5.9K-$6.6M2026-11-02
Assetmark, Inc
DECREASED188,020429,451-241,431-56%$13.2M$5.8M-$7.5M2026-10-21
Truist Financial Corp
INCREASED162,079148,498+13,581+9%$4.6M$5.0M+$417.3K2026-10-30
Ridgewood Investments LLC
INCREASED149,034138,864+10,170+7%$4.3M$4.6M+$312.2K2026-10-05
Friedenthal Financial
NEW147,446—+147,446——$4.5M—2026-10-27
Eagle Global Advisors LLC
INCREASED140,530139,750+780+1%$4.3M$4.3M+$22.7K2026-11-02
Sovran Advisors, LLC
INCREASED137,58393,798+43,785+47%$2.9M$4.2M+$1.3M2026-11-02
SAX Wealth Advisors, LLC
DECREASED137,253143,009-5,756-4%$4.4M$4.2M-$168.9K2026-10-13
Courier Capital LLC
DECREASED136,767141,250-4,483-3%$4.4M$4.2M-$139.7K2026-10-19
Asset One Wealth Management LLC
INCREASED125,530121,554+3,976+3%$3.7M$3.9M+$128.7K2026-11-02
Moneco Advisors, LLC
INCREASED121,250120,355+895+1%$3.7M$3.7M+$26.4K2026-11-05
Sowell Financial Services LLC
DECREASED119,028127,974-8,946-7%$3.9M$3.7M-$277.2K2026-10-23
Aries Wealth Management
DECREASED118,811123,585-4,774-4%$3.8M$3.7M-$148.5K2026-10-23
Atria Investments, Inc
DECREASED118,194347,151-228,957-66%$10.7M$3.6M-$7.1M2026-10-15
Exchange Traded Concepts, LLC
INCREASED113,02779,390+33,637+42%$2.4M$3.5M+$1.0M2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED110,603104,486+6,117+6%$3.2M$3.4M+$185.1K2026-10-13
Gilpin Wealth Management, LLC
INCREASED110,381110,357+24+0%$3.4M$3.4M-$3632026-10-09
Kestra Private Wealth Services, LLC
INCREASED108,128107,453+675+1%$3.3M$3.3M+$19.8K2026-10-30
Buska Wealth Management, LLC
DECREASED106,723169,860-63,137-37%$5.2M$3.3M-$1.9M2026-10-08
Creative Planning
DECREASED104,340107,564-3,224-3%$3.3M$3.2M-$100.5K2026-11-02
Tandem Investment Partners LLC
DECREASED102,659110,235-7,576-7%$3.4M$3.2M-$234.7K2026-10-16
Websterrogers Financial Advisors, LLC
INCREASED96,39795,067+1,330+1%$2.9M$3.0M+$40.0K2026-11-02
PFG Advisors
INCREASED94,41488,222+6,192+7%$2.7M$2.9M+$190.1K2026-10-16
BCS Wealth Management
INCREASED94,19989,419+4,780+5%$2.8M$2.9M+$146.5K2026-11-03
United Community Bank
INCREASED92,78590,310+2,475+3%$2.8M$2.9M+$75.4K2026-10-28
Aletheian Wealth Advisors LLC
INCREASED84,32377,013+7,310+9%$2.4M$2.6M+$224.7K2026-10-08
Flagship Harbor Advisors, LLC
INCREASED78,82056,730+22,090+39%$1.8M$2.4M+$680.7K2026-10-26
Central Trust Co
DECREASED64,33067,520-3,190-5%$2.1M$2.0M-$99.1K2026-11-05
Marshall & Sterling Wealth Advisors Inc.
NEW63,814—+63,814——$2.0M—2026-10-28
J.W. Cole Advisors, Inc.
INCREASED60,64357,868+2,775+5%$1.8M$1.9M+$85.0K2026-11-05
Thrivent Financial for Lutherans
NEW56,689—+56,689——$1.7K—2026-11-05
WJ Wealth Management, LLC
INCREASED51,31943,809+7,510+17%$1.4M$1.6M+$231.2K2026-11-03
IFP Advisors, Inc
INCREASED48,68436,544+12,140+33%$1.1M$1.5M+$374.0K2026-10-16
Portland Financial Advisors Inc
INCREASED47,03443,084+3,950+9%$1.3M$1.5M+$121.4K2026-10-26
Horizon Financial Services, LLC
DECREASED46,36855,852-9,484-17%$1.7M$1.4M-$293.0K2026-11-04
Hobart Private Capital, LLC
INCREASED45,70344,702+1,001+2%$1.4M$1.4M+$30.4K2026-10-19
Partners Wealth Management, LLC
NEW44,847—+44,847——$1.4M—2026-10-28
Chesley Taft & Associates LLC
INCREASED44,45041,500+2,950+7%$1.3M$1.4M+$90.6K2026-10-13
Unify Financial Advisors
INCREASED43,67537,646+6,029+16%$1.2M$1.3M+$185.6K2026-11-03
Tradewinds Capital Management, LLC
DECREASED43,45543,968-513-1%$1.4M$1.3M-$16.3K2026-10-23
Collaborative Fund Advisors, LLC
NEW39,782—+39,782——$1.2M—2026-11-02
McBroom & Associates, LLC
DECREASED38,46139,593-1,132-3%$1.2M$1.2M-$35.3K2026-10-29
Kestra Advisory Services, LLC
INCREASED37,56035,598+1,962+6%$1.1M$1.2M+$60.2K2026-11-02
Milestone Asset Management, LLC
DECREASED35,620796,500-760,880-96%$24.6M$1.1M-$23.5M2026-10-15
StoneX Group Inc.
INCREASED35,60231,100+4,502+14%$959.1K$1.1M+$138.9K2026-11-03
Fortune Financial Group, Inc.
DECREASED28,28636,824-8,538-23%$1.1M$872.3K-$263.7K2026-10-22
Uncommon Cents Investing Inc
UNCHANGED28,19328,19300%$869.7K$869.5K-$2822026-10-20
Brady Martz Wealth Solutions, LLC
UNCHANGED27,93527,93500%$861.8K$861.5K-$2802026-11-05
Meridian Wealth Management, LLC
INCREASED26,39326,377+16+0%$813.5K$813.8K+$2432026-11-05
Vise Technologies, Inc.
INCREASED24,51113,828+10,683+77%$426.6K$755.9K+$329.3K2026-10-29
Old Port Advisors
DECREASED24,41528,398-3,983-14%$876.1K$753.0K-$123.1K2026-10-23
Eagle Capital Management, LLC
UNCHANGED24,27824,27800%$749$749$02026-10-19
WBI Investments, LLC
INCREASED24,13522,700+1,435+6%$700.3K$744.3K+$44.0K2026-11-05
Perigon Wealth Management, LLC
INCREASED23,82112,606+11,215+89%$388.9K$734.6K+$345.7K2026-10-22
Sigma Planning Corp
DECREASED23,42525,124-1,699-7%$775.1K$722.5K-$52.5K2026-10-23
Blake Schutter Theil Wealth Advisors, LLC
DECREASED22,73522,810-750%$703.7K$701.1K-$2.5K2026-11-02
Woodward Diversified Capital, LLC
INCREASED22,13415,721+6,413+41%$485.0K$682.6K+$197.6K2026-10-21
TritonPoint Partners, LLC
UNCHANGED20,70020,70000%$638.6K$638.4K-$2072026-11-05
Virtue Capital Management, LLC
DECREASED20,22283,686-63,464-76%$2.6M$623.6K-$2.0M2026-10-29
Bank of New York Mellon Corp
DECREASED19,52468,461-48,937-71%$2.1M$602.1K-$1.5M2026-11-05
Magnus Financial Group LLC
NEW18,721—+18,721——$577.4K—2026-10-21
Outlook Wealth Advisors, LLC
UNCHANGED18,15418,15400%$560.1K$559.9K-$1822026-10-28
Guidance Capital, Inc
INCREASED17,97417,383+591+3%$535.2K$552.0K+$16.8K2026-11-03
Modera Wealth Management, LLC
INCREASED17,65017,608+42+0%$543.2K$544.3K+$1.1K2026-10-28
Cordgrass Capital Advisors, LLC
UNCHANGED16,46216,46200%$507.9K$507.7K-$1652026-10-30
Advisor Resource Council
DECREASED15,93118,764-2,833-15%$577.6K$489.7K-$87.8K2026-11-05
Compound Planning, Inc.
NEW15,246—+15,246——$470.2K—2026-11-05
Worth Asset Management, LLC
INCREASED15,15313,766+1,387+10%$424.7K$467.3K+$42.6K2026-10-07
Koshinski Asset Management, Inc.
INCREASED14,87114,341+530+4%$442.4K$458.6K+$16.2K2026-10-29
Summit Place Financial Advisors, LLC
INCREASED14,82014,020+800+6%$432.5K$457.0K+$24.5K2026-10-23
Wealthcare Advisory Partners LLC
DECREASED14,41214,765-353-2%$455.5K$444.5K-$11.0K2026-10-21
Tactive Advisors, LLC
DECREASED14,40815,567-1,159-7%$480.2K$444.3K-$35.9K2026-10-08
Apella Capital, LLC
UNCHANGED14,10214,10200%$434.0K$433.7K-$3952026-10-08
International Assets Investment Management, LLC
DECREASED13,81716,430-2,613-16%$505.4K$424.5K-$80.9K2026-11-02
MTM Investment Management, LLC
DECREASED13,63213,853-221-2%$427.4K$420.4K-$6.9K2026-10-30
Valpey Financial Services, LLC
INCREASED13,52911,628+1,901+16%$358.7K$417.2K+$58.5K2026-10-30
Avior Wealth Management, LLC
DECREASED13,44813,606-158-1%$419.7K$414.7K-$5.0K2026-10-13
Sage Capital Management, LLC
NEW13,042—+13,042——$402.2K—2026-10-20
Kohmann Bosshard Financial Services, LLC
INCREASED13,01412,820+194+2%$395.5K$401.4K+$5.9K2026-11-04
Axxcess Wealth Management, LLC
INCREASED12,9696,888+6,081+88%$212.5K$400.0K+$187.5K2026-10-21
Riverbend Wealth Management, LLC
INCREASED12,5449,364+3,180+34%$288.9K$386.9K+$98.0K2026-10-15
Simplicity Wealth,LLC
DECREASED12,24516,323-4,078-25%$503.6K$377.6K-$125.9K2026-10-23
Fifth Third Bancorp
DECREASED12,16126,704-14,543-54%$823.8K$375.0K-$448.8K2026-11-05
Discipline Wealth Solutions, LLC
NEW11,813—+11,813——$364.3K—2026-10-14
Silverlake Wealth Management LLC
UNCHANGED11,75711,75700%$362.7K$362.6K-$1182026-10-21
Omnitrust Wealth Management, Inc
NEW11,372—+11,372——$350.7K—2026-11-02
NBT Bank, N.A.
UNCHANGED11,18511,18500%$345.1K$344.9K-$1122026-10-21
Beacon Financial Group
DECREASED10,87211,462-590-5%$353.6K$335.3K-$18.3K2026-10-19
Lanark Financial, Inc.
DECREASED10,75413,793-3,039-22%$425.5K$331.7K-$93.9K2026-10-26
Auour Investments LLC
INCREASED10,1229,950+172+2%$307.0K$312.2K+$5.2K2026-10-28
Synergy Asset Management, LLC
UNCHANGED10,00010,00000%$308.5K$308.4K-$1002026-11-05
Trilogy Capital Inc.
INCREASED9,9129,297+615+7%$286.8K$305.7K+$18.9K2026-10-20
Cornerstone Wealth, LLC
UNCHANGED9,8289,82800%$302.6K$302.8K+$1972026-10-28
Fifth Third Securities, Inc.
NEW9,732—+9,732——$300.1K—2026-10-21
Avantax Planning Partners, Inc.
UNCHANGED9,6469,64600%$297.6K$297.5K-$962026-11-03
Root Financial Partners, LLC
UNCHANGED9,5099,50900%$293.4K$293.3K-$952026-10-21
Opulen Financial Group LLC
DECREASED9,2989,499-201-2%$293.0K$286.8K-$6.3K2026-10-22
Ashton Thomas Private Wealth, LLC
DECREASED9,22920,674-11,445-55%$637.8K$284.6K-$353.2K2026-11-03
MCF Advisors LLC
DECREASED9,2269,558-332-3%$294.9K$284.5K-$10.3K2026-10-28
Smith Chas P & Associates PA Cpas
UNCHANGED8,7378,73700%$269.5K$269.0K-$5242026-10-22
Bath Savings Trust Co
INCREASED8,4576,807+1,650+24%$210.0K$260.8K+$50.8K2026-10-07
Advisor OS, LLC
INCREASED8,2697,902+367+5%$243.8K$255.0K+$11.2K2026-11-03
SBI Securities Co., Ltd.
INCREASED8,0767,985+91+1%$246.3K$249.1K+$2.7K2026-10-22
Rahlfs Capital, LLC
NEW7,735—+7,735——$206.4K—2026-10-23
Naples Global Advisors, LLC
UNCHANGED7,7157,71500%$238.0K$237.9K-$772026-11-05
NTV Asset Management LLC
DECREASED7,6668,066-400-5%$248.8K$236.4K-$12.4K2026-10-23
Rockingstone Advisors LLC
UNCHANGED7,5507,55000%$232.9K$232.8K-$762026-10-16
Cap Partners, LLC
INCREASED7,5247,498+26+0%$231.3K$232.0K+$7222026-10-19
Tempus Wealth Planning, LLC
INCREASED7,5147,422+92+1%$229.0K$231.7K+$2.8K2026-10-14
Vantage Investment Partners, LLC
UNCHANGED7,3657,36500%$227.2K$227.1K-$732026-10-27
Curtis Advisory Group, LLC
UNCHANGED7,1107,11000%$219.3K$219.3K-$722026-10-28
AGF Management LTD
NEW7,095—+7,095——$218.8K—2026-11-03
My Personal CFO, LLC
UNCHANGED7,0007,00000%$216.0K$215.9K-$702026-10-14
Strategic Blueprint, LLC
DECREASED6,9879,883-2,896-29%$304.9K$215.5K-$89.4K2026-10-22
Independent Financial Group, LLC
INCREASED6,9186,571+347+5%$202.7K$213.4K+$10.6K2026-10-13
Gilbert Capital Group, Inc.
NEW6,675—+6,675——$205.9K—2026-10-28
Grey Ledge Advisors, LLC
NEW6,674—+6,674——$205.8K—2026-11-02
Davenport & Co LLC
UNCHANGED6,6086,60800%$203.9K$203.8K-$662026-10-14
Sonata Capital Group Inc
NEW6,600—+6,600——$203.5K—2026-10-19
Park Avenue Securities LLC
UNCHANGED6,5306,53000%$201.0K$201-$200.8K2026-10-26
Lido Advisors, LLC
NEW6,511—+6,511——$200.8K—2026-11-04
Point Nemo Capital, LLC
NEW6,293—+6,293——$194.1K—2026-11-03
Creative Financial Designs Inc
INCREASED6,2591,600+4,659+291%$49.4K$193.0K+$143.7K2026-11-04
Capital Investment Advisory Services, LLC
UNCHANGED5,9045,90400%$182.1K$182.1K-$592026-10-30
Private Trust Co NA
UNCHANGED5,1155,11500%$157.8K$157.7K-$512026-10-20
AlphaCentric Advisors LLC
INCREASED5,0024,468+534+12%$137.8K$154.3K+$16.4K2026-11-03
Hyposwiss Advisors SA
UNCHANGED4,6304,63000%$142.8K$142.8K-$472026-10-26
JFS Wealth Advisors, LLC
INCREASED4,0444,004+40+1%$123.5K$124.7K+$1.2K2026-11-03
Ashton Thomas Securities, LLC
DECREASED3,8755,172-1,297-25%$159.6K$119.5K-$40.1K2026-10-26
Lloyd Advisory Services, Llc.
INCREASED3,6043,598+6+0%$111.0K$111.1K+$1412026-11-02
Citigroup Inc
INCREASED3,456275+3,181+1157%$8.5K$106.6K+$98.1K2026-11-04
CoreCap Advisors, LLC
DECREASED3,378284,005-280,627-99%$8.8M$104.2K-$8.7M2026-10-08
Caldwell Trust Co
UNCHANGED3,0603,06000%$94.4K$94.4K-$312026-10-30
Raleigh Capital Management Inc.
INCREASED2,9002,872+28+1%$88.6K$89.4K+$8502026-10-28
Wolff Wiese Magana LLC
INCREASED2,46464+2,400+3750%$2.0K$76.0K+$74.0K2026-10-15
Laurel Wealth Advisors LLC
NEW2,308—+2,308——$71.2K—2026-10-27
Coastline Trust Co
UNCHANGED1,9901,99000%$61.4K$61.4K-$202026-10-01
Cullen T Bankers, Inc.
NEW1,940—+1,940——$59.8K—2026-10-28
Harbor Asset Planning, Inc.
INCREASED1,3031,289+14+1%$39.8K$40.2K+$4052026-10-23
Pinnacle Wealth Planning Services, Inc.
UNCHANGED1,3021,30200%$40.2K$40.2K-$132026-10-27
Rosenberg Matthew Hamilton
UNCHANGED1,2771,27700%$39.4K$39.4K-$122026-10-05
Signature Equity Partners, LLC
INCREASED1,1131,010+103+10%$31.2K$34.3K+$3.2K2026-10-29
Evolution Wealth Management Inc.
DECREASED8721,623-751-46%$50.1K$26.9K-$23.2K2026-10-28
Toth Financial Advisory Corp
UNCHANGED80580500%$24.8K$24.8K-$82026-10-08
1620 Investment Advisors, Inc.
DECREASED771854-83-10%$26.3K$23.8K-$2.6K2026-11-04
Mather Group, Llc.
UNCHANGED76876800%$23.7K$23.7K-$82026-10-14
Quest 10 Wealth Builders, Inc.
UNCHANGED54954900%$16.9K$16.9K-$62026-11-02
Gen-Wealth Partners Inc
INCREASED514508+6+1%$15.7K$15.8K+$1602026-11-04
Decker Retirement Planning Inc.
INCREASED480208+272+131%$6.4K$14.8K+$8.4K2026-10-19
Allspring Global Investments Holdings, LLC
UNCHANGED46346300%$14.2K$14.2K-$182026-11-04
Triumph Capital Management
DECREASED404554-150-27%$17.1K$12.5K-$4.6K2026-10-14
Gamma Investing LLC
UNCHANGED37837800%$11.7K$11.7K-$32026-10-08
Bank of New Hampshire
UNCHANGED35035000%$10.8K$10.8K-$42026-10-06
Realta Investment Advisors
INCREASED339320+19+6%$9.9K$10.4K+$5822026-10-14
Cape Investment Advisory, Inc.
INCREASED311234+77+33%$7.2K$9.6K+$2.4K2026-10-13
Spire Wealth Management
UNCHANGED31131100%$9.6K$9.6K-$32026-10-30
Center for Financial Planning, Inc.
UNCHANGED29229200%$9.0K$9.0K-$42026-10-26
Larson Financial Group LLC
DECREASED253305-52-17%$9.4K$7.8K-$1.6K2026-11-05
Kingdom Financial Group Llc.
INCREASED248228+20+9%$7.0K$7.6K+$6142026-11-04
Glass Jacobson Investment Advisors llc
UNCHANGED24424400%$7.5K$7.5K-$32026-10-26
Y.D. More Investments Ltd
NEW225—+225——$6.9K—2026-11-02
Blue Trust, Inc.
DECREASED164650-486-75%$20.1K$5.1K-$15.0K2026-10-15
First Bancorp, Inc
UNCHANGED15015000%$4.6K$4.6K-$22026-10-26
Jnba Financial Advisors
NEW85—+85——$2.6K—2026-11-03
Hickory Point Bank & Trust
UNCHANGED808000%$2.5K$2.5K-$12026-10-01
Rossby Financial, LCC
NEW60—+60——$1.9K—2026-11-05
High Note Wealth, LLC
UNCHANGED323200%$987$987$02026-10-27
Parallel Advisors, LLC
UNCHANGED323200%$987$987$02026-11-03
Networth Advisors, LLC
UNCHANGED222200%$679$686+$72026-11-03
Meriwether Wealth & Planning, LLC
NEW2—+2——$62—2026-10-13
Golden State Wealth Management, LLC
UNCHANGED1100%$31$31$02026-11-02
Fiduciary Financial Group, LLC
CLOSED0330,908-330,908-100%$10.2M$0-$10.2M2026-10-13
Heritage OAK Wealth Advisors LLC
CLOSED0182,826-182,826-100%$5.6M$0-$5.6M2026-10-14
Global View Capital Management LLC
CLOSED079,031-79,031-100%$2.4M$0-$2.4M2026-10-28
Concurrent Investment Advisors, LLC
CLOSED069,892-69,892-100%$2.2M$0-$2.2M2026-10-16
United Advisor Group, LLC
CLOSED056,603-56,603-100%$1.7M$0-$1.7M2026-11-03
Balefire, LLC
CLOSED044,184-44,184-100%$1.4M$0-$1.4M2026-10-09
World Equity Group, Inc.
CLOSED043,232-43,232-100%$1.3M$0-$1.3M2026-10-14
Swmg, LLC
CLOSED038,853-38,853-100%$1.2M$0-$1.2M2026-10-23
Legacy Wealth Partners, LLC
CLOSED036,154-36,154-100%$1.1M$0-$1.1M2026-10-15
YHB Investment Advisors, Inc.
CLOSED034,552-34,552-100%$1.1M$0-$1.1M2026-10-08
Hutchens & Kramer Investment Management Group, LLC
CLOSED033,141-33,141-100%$1.0M$0-$1.0M2026-10-16
Fulcrum Equity Management
CLOSED029,836-29,836-100%$920.4K$0-$920.4K2026-10-21
Kingswood Wealth Advisors, LLC
CLOSED018,927-18,927-100%$583.9K$0-$583.9K2026-10-23
Legacy Capital Wealth Partners, LLC
CLOSED012,455-12,455-100%$384.2K$0-$384.2K2026-10-21
New Wave Wealth Advisors LLC
CLOSED012,143-12,143-100%$374.6K$0-$374.6K2026-10-19
MGO One Seven LLC
CLOSED011,623-11,623-100%$358.6K$0-$358.6K2026-10-28
Encompass More Asset Management
CLOSED010,001-10,001-100%$308.5K$0-$308.5K2026-10-16
Vermillion Wealth Management, Inc.
CLOSED07,891-7,891-100%$243.4K$0-$243.4K2026-10-26
Lane Brothers & Co Inc
CLOSED07,802-7,802-100%$240.7K$0-$240.7K2026-11-02
Integrity Alliance, Llc.
CLOSED07,747-7,747-100%$239.0K$0-$239.0K2026-10-29
Genesis Private Wealth, LLC
CLOSED06,718-6,718-100%$207.2K$0-$207.2K2026-11-02
Roger Wittlin Investment Advisory, LLC
CLOSED06,580-6,580-100%$203.0K$0-$203.0K2026-10-19
Virginia Estate & Retirement Planning Advisors Inc.
CLOSED02,229-2,229-100%$204.3K$0-$204.3K2026-10-14
Cornerstone Planning Group LLC
CLOSED01,000-1,000-100%$30.8K$0-$30.8K2026-10-16
Manchester Capital Management LLC
CLOSED0134-134-100%$4.1K$0-$4.1K2026-10-22
Buck Wealth Strategies, LLC
CLOSED099-99-100%$3.1K$0-$3.1K2026-10-28
Values First Advisors, Inc.
CLOSED06-6-100%$171$0-$1712026-10-23
Wealthfront Advisers LLC
N/A—5,067,526-5,067,526-100%$156.3M———
Ameriprise Financial Inc
N/A—4,105,014-4,105,014-100%$127.1M———
LPL Financial LLC
N/A—3,934,329-3,934,329-100%$121.4M———
Envestnet Asset Management Inc
N/A—2,699,472-2,699,472-100%$83.3M———
Bank of America Corp
N/A—2,456,048-2,456,048-100%$75.8M———
Morgan Stanley
N/A—1,974,296-1,974,296-100%$60.9M———
Wells Fargo & Company
N/A—1,868,939-1,868,939-100%$57.7M———
Cetera Investment Advisers
N/A—1,007,464-1,007,464-100%$31.1M———
Stratos Investment Management, LLC
N/A—991,167-991,167-100%$30.6M———
State Street Corp
N/A—941,322-941,322-100%$29.0M———
Coppell Advisory Solutions LLC
N/A—873,369-873,369-100%$14.3M———
Raymond James Financial Inc
N/A—847,170-847,170-100%$26.1M———
Advisory Alpha, LLC
N/A—806,621-806,621-100%$24.9M———
Wescap Management Group, Inc.
N/A—790,575-790,575-100%$24.4M———
Citadel Advisors LLC
N/A—549,371-549,371-100%$16.9M———
Allstate Corp
N/A—549,206-549,206-100%$16.9M———
IHT Wealth Management, LLC
N/A—477,237-477,237-100%$14.7M———
UBS Group AG
N/A—427,906-427,906-100%$13.2M———
JPMorgan Chase & Co
N/A—403,917-403,917-100%$12.5M———
Osaic Holdings, Inc.
N/A—391,414-391,414-100%$12.1M———
Dean Investment Associates, LLC
N/A—331,163-331,163-100%$10.2M———
Gotham Asset Management, LLC
N/A—325,097-325,097-100%$10.0M———
Valmark Advisers, Inc.
N/A—294,730-294,730-100%$9.1M———
Private Advisor Group, LLC
N/A—291,690-291,690-100%$9.0M———
Calton & Associates, Inc.
N/A—280,541-280,541-100%$8.7M———
Legacy Edge Advisors, LLC
N/A—254,331-254,331-100%$7.8M———
Steward Partners Investment Advisory, LLC
N/A—247,920-247,920-100%$7.6M———
NorthCoast Asset Management LLC
N/A—229,595-229,595-100%$7.1M———
RiverGlades Family Offices LLC
N/A—226,620-226,620-100%$7.0M———
Merit Financial Group, LLC
N/A—208,925-208,925-100%$6.4M———
Northwestern Mutual Wealth Management Co
N/A—208,428-208,428-100%$6.4M———
Royal Bank of Canada
N/A—190,460-190,460-100%$5.9M———
MML Investors Services, LLC
N/A—188,605-188,605-100%$5.8M———
Jones Financial Companies Lllp
N/A—177,864-177,864-100%$5.5M———
Harbor Advisory Corp
N/A—176,865-176,865-100%$5.5M———
Ameritas Advisory Services, LLC
N/A—171,866-171,866-100%$5.3M———
Alesco Advisors, LLC, An ESL Co
N/A—169,272-169,272-100%$5.2M———
Focus Partners Wealth
N/A—152,532-152,532-100%$4.7M———
Empowered Funds, LLC
N/A—144,892-144,892-100%$4.5M———
Baird Financial Group, Inc.
N/A—137,892-137,892-100%$4.3M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—137,372-137,372-100%$4.2M———
HighTower Advisors, LLC
N/A—136,225-136,225-100%$4.2M———
Viaable, LLC
N/A—133,961-133,961-100%$4.1M———
Generation Capital Management LLC
N/A—132,333-132,333-100%$4.1M———
Jacobson & Schmitt Advisors, LLC
N/A—131,759-131,759-100%$4.1M———
Terril Brothers, Inc.
N/A—124,835-124,835-100%$3.9M———
Sykon Capital LLC
N/A—111,473-111,473-100%$3.4M———
10Elms LLP
N/A—111,271-111,271-100%$3.4M———
Gould Capital, LLC
N/A—105,223-105,223-100%$3.2M———
Guggenheim Capital LLC
N/A—96,515-96,515-100%$3.0M———
Foundations Investment Advisors, LLC
N/A—96,325-96,325-100%$3.0M———
NewEdge Advisors, LLC
N/A—89,259-89,259-100%$2.8M———
Mariner, LLC
N/A—88,828-88,828-100%$2.7M———
Great Valley Advisor Group, Inc.
N/A—85,022-85,022-100%$2.6M———
Perspective Wealth Advisors LLC
N/A—74,184-74,184-100%$2.3M———
Western Wealth Management, LLC
N/A—67,186-67,186-100%$2.1M———
Warner Group LLC
N/A—63,964-63,964-100%$2.0M———
Hilltop Holdings Inc.
N/A—62,724-62,724-100%$1.9M———
Sanctuary Advisors, LLC
N/A—62,335-62,335-100%$1.9M———
Carr Financial Group Corp
N/A—56,201-56,201-100%$1.7M———
Bank of Nova Scotia
N/A—52,600-52,600-100%$1.6M———
Equitable Holdings, Inc.
N/A—50,823-50,823-100%$1.6M———
Ceeto Capital Group, LLC
N/A—49,000-49,000-100%$1.5M———
Global Retirement Partners, LLC
N/A—47,937-47,937-100%$1.5M———
HRT Financial LP
N/A—47,263-47,263-100%$1.5M———
Belpointe Asset Management LLC
N/A—45,741-45,741-100%$1.4M———
Goldman Sachs Group Inc
N/A—44,754-44,754-100%$1.4M———
Crews Bank & Trust
N/A—44,675-44,675-100%$1.4M———
Ethos Financial Group, LLC
N/A—44,406-44,406-100%$1.4M———
Hudson Portfolio Management LLC
N/A—43,745-43,745-100%$1.3M———
Tranquilli Financial Advisor LLC
N/A—43,454-43,454-100%$1.3M———
Geneos Wealth Management Inc.
N/A—42,292-42,292-100%$1.3M———
WCG Wealth Advisors LLC
N/A—40,669-40,669-100%$1.3M———
CVA Family Office, LLC
N/A—40,404-40,404-100%$1.2M———
EP Wealth Advisors, LLC
N/A—38,983-38,983-100%$1.2M———
Legacy Capital Group California, Inc.
N/A—38,449-38,449-100%$1.2M———
Fairview Capital Investment Management, LLC
N/A—38,300-38,300-100%$1.2M———
Atomic Invest LLC
N/A—38,137-38,137-100%$1.2M———
Principal Securities, Inc.
N/A—38,026-38,026-100%$1.2M———
Bank of Montreal
N/A—37,562-37,562-100%$1.2M———
Glen Eagle Advisors, LLC
N/A—34,407-34,407-100%$1.1M———
GeoWealth Management, LLC
N/A—34,270-34,270-100%$1.1M———
Waverly Advisors, LLC
N/A—32,379-32,379-100%$998.9K———
Benjamin Edwards Inc
N/A—31,355-31,355-100%$967.3K———
Mount Lucas Management LP
N/A—29,853-29,853-100%$921.0K———
Focus Partners Advisor Solutions, LLC
N/A—29,151-29,151-100%$899.3K———
&partners
N/A—29,035-29,035-100%$899.7K———
Stratos Wealth Partners, Ltd.
N/A—28,850-28,850-100%$890.0K———
Susquehanna International Group, LLP
N/A—26,417-26,417-100%$815.0K———
AE Wealth Management LLC
N/A—25,452-25,452-100%$785.2K———
OneDigital Investment Advisors LLC
N/A—25,153-25,153-100%$776.0K———
Liberty Wealth Management LLC
N/A—24,093-24,093-100%$741.6K———
Advisory Services Network, LLC
N/A—22,909-22,909-100%$706.7K———
Jane Street Group, LLC
N/A—19,485-19,485-100%$601.1K———
Gladstone Institutional Advisory LLC
N/A—19,067-19,067-100%$588.2K———
United Capital Financial Advisors, LLC
N/A—18,781-18,781-100%$579.0K———
Ausdal Financial Partners, Inc.
N/A—18,736-18,736-100%$578.0K———
Rock Point Advisors, LLC
N/A—18,670-18,670-100%$576.0K———
Cerity Partners LLC
N/A—18,578-18,578-100%$573.1K———
Crabel Capital Management, LLC
N/A—16,430-16,430-100%$506.9K———
Comprehensive Money Management Services LLC
N/A—15,780-15,780-100%$486.8K———
Integrated Investment Consultants, LLC
N/A—15,697-15,697-100%$484.3K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—15,460-15,460-100%$476.9K———
Vista Investment Management
N/A—14,131-14,131-100%$435.9K———
Samara Investment Management, LLC
N/A—14,124-14,124-100%$435.7K———
Bleakley Financial Group, LLC
N/A—13,785-13,785-100%$425.3K———
Laraway Financial Advisors Inc
N/A—13,610-13,610-100%$419.9K———
Fiduciary Trust Co
N/A—12,992-12,992-100%$400.8K———
Stifel Financial Corp
N/A—12,958-12,958-100%$399.7K———
Kovack Advisors, Inc.
N/A—12,803-12,803-100%$394.4K———
Arkadios Wealth Advisors
N/A—12,010-12,010-100%$370.5K———
Allworth Financial LP
N/A—11,947-11,947-100%$368.6K———
SageView Advisory Group, LLC
N/A—11,727-11,727-100%$361.8K———
Rockefeller Capital Management L.P.
N/A—11,605-11,605-100%$358.0K———
Composition Wealth, LLC
N/A—11,132-11,132-100%$343.4K———
HighPoint Advisor Group LLC
N/A—11,090-11,090-100%$342.1K———
Octavia Wealth Advisors, LLC
N/A—10,997-10,997-100%$339.3K———
Hershey Financial Advisers, LLC
N/A—10,585-10,585-100%$326.5K———
Brand Asset Management Group, Inc.
N/A—10,482-10,482-100%$323.4K———
IFG Advisory, LLC
N/A—10,227-10,227-100%$315.5K———
Capital Advisory Group Advisory Services, LLC
N/A—9,900-9,900-100%$305.4K———
Mercer Global Advisors Inc
N/A—9,524-9,524-100%$293.8K———
CreativeOne Wealth, LLC
N/A—9,448-9,448-100%$291.5K———
Savvy Advisors, Inc.
N/A—9,202-9,202-100%$283.9K———
ST Germain D J Co Inc
N/A—9,191-9,191-100%$283.5K———
Centennial Bank
N/A—8,865-8,865-100%$273.5K———
BNP Paribas Financial Markets
N/A—8,205-8,205-100%$253.1K———
Pinnacle Family Advisors, LLC
N/A—7,517-7,517-100%$231.9K———
Traub Capital Management LLC
N/A—7,404-7,404-100%$228.4K———
World Investment Advisors
N/A—7,214-7,214-100%$222.0K———
PNC Financial Services Group, Inc.
N/A—7,086-7,086-100%$218.6K———
Freedom Investment Management, Inc.
N/A—6,662-6,662-100%$205.5K———
Webster Bank, N. A.
N/A—3,250-3,250-100%$100.3K———
Blair William & Co
N/A—2,978-2,978-100%$91.9K———
Harbour Investments, Inc.
N/A—2,890-2,890-100%$89.2K———
BFC Planning, Inc.
N/A—2,765-2,765-100%$85.3K———
Tiaa Wealth Investment Management LLC
N/A—2,642-2,642-100%$81.5K———
Rialto Wealth Management, LLC
N/A—2,611-2,611-100%$80.6K———
Talisman Wealth Advisors LLC
N/A—2,425-2,425-100%$222.2K———
National Bank of Canada
N/A—2,189-2,189-100%$67.4K———
Ameritas Investment Partners, Inc.
N/A—2,034-2,034-100%$62.8K———
Tower Research Capital LLC (TRC)
N/A—1,500-1,500-100%$46.3K———
IMA Advisory Services, Inc.
N/A—1,450-1,450-100%$44.7K———
Truvestments Capital LLC
N/A—1,352-1,352-100%$41.7K———
Greykasell Wealth Strategies, Inc.
N/A—1,344-1,344-100%$41.5K———
Tiaa Trust, National Association
N/A—1,309-1,309-100%$40.4K———
Capital Analysts, LLC
N/A—1,300-1,300-100%$40.0K———
JPL Wealth Management, LLC
N/A—1,298-1,298-100%$40.0K———
Huntington National Bank
N/A—1,139-1,139-100%$35.1K———
Aptus Capital Advisors, LLC
N/A—1,083-1,083-100%$33.4K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—950-950-100%$29.3K———
FMR LLC
N/A—839-839-100%$25.9K———
Clearstead Trust, LLC
N/A—811-811-100%$25.0K———
Hollencrest Capital Management
N/A—643-643-100%$19.8K———
Strategic Wealth Partners, Ltd.
N/A—587-587-100%$18.1K———
Caldwell Sutter Capital, Inc.
N/A—561-561-100%$17.3K———
Vanguard Advisers Inc
N/A—489-489-100%$15.1K———
N.E.W. Advisory Services LLC
N/A—371-371-100%$11.4K———
Westfuller Advisors, LLC
N/A—214-214-100%$6.6K———
VSM Wealth Advisory, LLC
N/A—134-134-100%$4.1K———
Bessemer Group Inc
N/A—133-133-100%$4———
Prestige Wealth Management Group LLC
N/A—130-130-100%$4.0K———
Transamerica Financial Advisors, LLC
N/A—50-50-100%$1.6K———
Richard W. Paul & Associates, LLC
N/A—30-30-100%$926———
Arax Advisory Partners
N/A—23-23-100%$710———
Showing 393 of 393 institutions