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SS Spdr BB 1-3M T-Bill ETF (BIL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Assetmark, Inc
DECREASED
Shares4,440,758 from 4,600,259
Change-159,501 (-3%)
Value$407.0M (-$14.6M)
Filed 2026-10-21
3Edge Asset Management, LP
DECREASED
Shares4,270,915 from 4,705,270
Change-434,355 (-9%)
Value$391.4M (-$39.8M)
Filed 2026-10-30
USA Financial Formulas
NEW
Shares3,277,174
Change+3,277,174
Value$300.3M
Filed 2026-10-16
Counterpoint Mutual Funds LLC
NEW
Shares3,214,569
Change+3,214,569
Value$294.6M
Filed 2026-10-16
Ashton Thomas Private Wealth, LLC
INCREASED
Shares2,170,438 from 2,150,273
Change+20,165 (+1%)
Value$198.9M (+$1.8M)
Filed 2026-11-03
Oppenheimer Asset Management Inc.
DECREASED
Shares2,167,325 from 2,193,155
Change-25,830 (-1%)
Value$198.6M (-$2.4M)
Filed 2026-10-27
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares1,967,228 from 1,958,249
Change+8,979 (+0%)
Value$180.3K (-$179.3M)
Filed 2026-11-02
MBL Wealth, LLC
INCREASED
Shares1,618,191 from 1,518,042
Change+100,149 (+7%)
Value$148.3M (+$9.2M)
Filed 2026-10-22
Creative Planning
INCREASED
Shares1,408,213 from 1,389,067
Change+19,146 (+1%)
Value$129.0M (+$1.8M)
Filed 2026-11-02
AGF Management LTD
DECREASED
Shares1,367,764 from 1,982,472
Change-614,708 (-31%)
Value$125.3M (-$56.3M)
Filed 2026-11-03
Truist Financial Corp
DECREASED
Shares1,166,160 from 1,193,558
Change-27,398 (-2%)
Value$106.9M (-$2.5M)
Filed 2026-10-30
Atria Investments, Inc
INCREASED
Shares831,970 from 679,771
Change+152,199 (+22%)
Value$76.2M (+$13.9M)
Filed 2026-10-15
Commonwealth Equity Services, LLC
DECREASED
Shares776,995 from 786,316
Change-9,321 (-1%)
Value$71.2M (-$854.2K)
Filed 2026-11-02
Capital Asset Advisory Services LLC
INCREASED
Shares756,317 from 654,789
Change+101,528 (+16%)
Value$69.3M (+$9.3M)
Filed 2026-10-30
Concurrent Investment Advisors, LLC
INCREASED
Shares747,372 from 409,487
Change+337,885 (+83%)
Value$68.5M (+$31.0M)
Filed 2026-10-16
Innovative Advisory Group, LLC
DECREASED
Shares722,695 from 906,892
Change-184,197 (-20%)
Value$66.2M (-$16.9M)
Filed 2026-10-13
Thrivent Financial for Lutherans
INCREASED
Shares718,313 from 680,372
Change+37,941 (+6%)
Value$65.7K (-$62.3M)
Filed 2026-11-05
Howard Capital Management, LLC
DECREASED
Shares653,474 from 698,509
Change-45,035 (-6%)
Value$59.9M (-$4.1M)
Filed 2026-10-16
Verdence Capital Advisors LLC
DECREASED
Shares595,294 from 724,608
Change-129,314 (-18%)
Value$54.6M (-$11.9M)
Filed 2026-10-26
Brookstone Capital Management
DECREASED
Shares593,798 from 662,930
Change-69,132 (-10%)
Value$54.4M (-$6.3M)
Filed 2026-10-22
Relyea Zuckerberg Hanson LLC
INCREASED
Shares581,092 from 527,732
Change+53,360 (+10%)
Value$53.3M (+$4.9M)
Filed 2026-10-20
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares580,000 from 613,230
Change-33,230 (-5%)
Value$53.2M (-$3.0M)
Filed 2026-11-03
Scheeler Financial LLC
NEW
Shares577,680
Change+577,680
Value$52.9M
Filed 2026-10-13
Hippocratic Financial Advisors, LLC
INCREASED
Shares562,086 from 363,706
Change+198,380 (+55%)
Value$51.5M (+$18.2M)
Filed 2026-10-13
McGuire Investment Group, LLC
INCREASED
Shares543,111 from 517,151
Change+25,960 (+5%)
Value$49.8M (+$2.4M)
Filed 2026-10-23
Salomon & Ludwin, LLC
INCREASED
Shares541,791 from 539,532
Change+2,259 (+0%)
Value$49.6M (+$336.5K)
Filed 2026-10-29
Elevation Point Wealth Partners, LLC
INCREASED
Shares536,089 from 330,375
Change+205,714 (+62%)
Value$49.1M (+$18.9M)
Filed 2026-11-05
CoreCap Advisors, LLC
INCREASED
Shares528,269 from 223,216
Change+305,053 (+137%)
Value$48.4M (+$28.0M)
Filed 2026-10-08
Barry Investment Advisors, LLC
INCREASED
Shares527,775 from 468,582
Change+59,193 (+13%)
Value$48.4M (+$5.4M)
Filed 2026-10-14
B. Riley Wealth Advisors, Inc.
INCREASED
Shares513,880 from 94,370
Change+419,510 (+445%)
Value$47.1M (+$38.4M)
Filed 2026-10-13
Perigon Wealth Management, LLC
INCREASED
Shares512,083 from 509,900
Change+2,183 (+0%)
Value$46.9M (+$200.1K)
Filed 2026-10-22
St. Louis Financial Planners Asset Management, LLC
INCREASED
Shares504,299 from 179,680
Change+324,619 (+181%)
Value$46.1M (+$29.7M)
Filed 2026-10-16
Portside Wealth Group, LLC
DECREASED
Shares486,648 from 496,763
Change-10,115 (-2%)
Value$44.6M (-$926.9K)
Filed 2026-10-20
Park Avenue Securities LLC
INCREASED
Shares485,255 from 278,881
Change+206,374 (+74%)
Value$44.5K (-$25.5M)
Filed 2026-10-26
Tectonic Advisors LLC
INCREASED
Shares467,670 from 361,403
Change+106,267 (+29%)
Value$42.9M (+$9.7M)
Filed 2026-10-22
D.A. Davidson & Co.
INCREASED
Shares465,785 from 430,788
Change+34,997 (+8%)
Value$42.7M (+$3.2M)
Filed 2026-10-28
EverSource Wealth Advisors, LLC
INCREASED
Shares462,027 from 382,859
Change+79,168 (+21%)
Value$42.3M (+$7.3M)
Filed 2026-11-04
Twelve Points Wealth Management LLC
INCREASED
Shares424,665 from 383,913
Change+40,752 (+11%)
Value$38.9M (+$3.8M)
Filed 2026-11-03
Virtue Capital Management, LLC
INCREASED
Shares421,172 from 227,011
Change+194,161 (+86%)
Value$38.6M (+$17.8M)
Filed 2026-10-29
Gradient Investments LLC
DECREASED
Shares410,501 from 457,506
Change-47,005 (-10%)
Value$37.6M (-$4.3M)
Filed 2026-10-08
Auour Investments LLC
INCREASED
Shares408,645 from 282,847
Change+125,798 (+44%)
Value$37.4M (+$11.5M)
Filed 2026-10-28
Sicart Associates LLC
INCREASED
Shares401,607 from 381,182
Change+20,425 (+5%)
Value$36.8M (+$1.8M)
Filed 2026-10-29
Oppenheimer & Co Inc
DECREASED
Shares398,887 from 630,717
Change-231,830 (-37%)
Value$36.6M (-$21.2M)
Filed 2026-10-26
Cypress Capital, LLC
INCREASED
Shares391,632 from 375,328
Change+16,304 (+4%)
Value$35.9M (+$1.5M)
Filed 2026-10-20
RFG Advisory, LLC
DECREASED
Shares389,862 from 395,879
Change-6,017 (-2%)
Value$35.7M (-$551.3K)
Filed 2026-11-03
Bison Wealth, LLC
INCREASED
Shares383,734 from 259,063
Change+124,671 (+48%)
Value$35.1M (+$11.4M)
Filed 2026-10-13
North Capital, Inc.
DECREASED
Shares371,727 from 374,163
Change-2,436 (-1%)
Value$34.0M (-$267.9K)
Filed 2026-10-16
Synergy Asset Management, LLC
INCREASED
Shares365,599 from 183,691
Change+181,908 (+99%)
Value$33.5M (+$16.7M)
Filed 2026-11-05
Jacobi Capital Management LLC
INCREASED
Shares360,085 from 350,741
Change+9,344 (+3%)
Value$33.0M (+$856.3K)
Filed 2026-11-05
Park Edge Advisors, LLC
INCREASED
Shares347,941 from 113,036
Change+234,905 (+208%)
Value$31.9M (+$21.5M)
Filed 2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares347,098 from 318,129
Change+28,969 (+9%)
Value$28.8M (+$2.5M)
Filed 2026-10-13
Certuity, LLC
INCREASED
Shares343,568 from 99,596
Change+243,972 (+245%)
Value$31.5M (+$22.4M)
Filed 2026-11-02
Donoghue Forlines LLC
NEW
Shares335,068
Change+335,068
Value$30.7M
Filed 2026-11-02
Heritage OAK Wealth Advisors LLC
DECREASED
Shares328,312 from 507,570
Change-179,258 (-35%)
Value$30.1M (-$16.4M)
Filed 2026-10-14
Prescott Group Capital Management, L.L.C.
INCREASED
Shares323,956 from 321,439
Change+2,517 (+1%)
Value$29.7M (+$230.7K)
Filed 2026-10-30
Udine Wealth Management, Inc.
DECREASED
Shares308,653 from 321,138
Change-12,485 (-4%)
Value$28.3M (-$1.1M)
Filed 2026-10-23
High Note Wealth, LLC
INCREASED
Shares307,275 from 268,466
Change+38,809 (+14%)
Value$28.2M (+$3.6M)
Filed 2026-10-27
CapWealth Advisors, LLC
INCREASED
Shares299,435 from 59,146
Change+240,289 (+406%)
Value$27.4M (+$22.0M)
Filed 2026-10-05
Lido Advisors, LLC
INCREASED
Shares294,200 from 177,031
Change+117,169 (+66%)
Value$27.0M (+$10.7M)
Filed 2026-11-04
Farther Finance Advisors, LLC
DECREASED
Shares287,740 from 294,898
Change-7,158 (-2%)
Value$26.4M (-$655.9K)
Filed 2026-10-08
Carrera Capital Advisors
DECREASED
Shares285,822 from 326,284
Change-40,462 (-12%)
Value$26.2M (-$3.7M)
Filed 2026-11-03
Founders Grove Wealth Partners, LLC
INCREASED
Shares285,018 from 281,079
Change+3,939 (+1%)
Value$26.1M (+$360.9K)
Filed 2026-10-16
CWA Asset Management Group, LLC
DECREASED
Shares280,000 from 310,570
Change-30,570 (-10%)
Value$25.7M (-$2.8M)
Filed 2026-10-19
SMI Advisory Services, LLC
NEW
Shares279,283
Change+279,283
Value$25.6M
Filed 2026-10-13
Integrity Alliance, Llc.
INCREASED
Shares277,488 from 269,465
Change+8,023 (+3%)
Value$25.4M (+$735.2K)
Filed 2026-10-29
DT Investment Partners, LLC
INCREASED
Shares276,199 from 189,602
Change+86,597 (+46%)
Value$25.3M (+$7.9M)
Filed 2026-10-27
Asset One Wealth Management LLC
INCREASED
Shares271,475 from 238,945
Change+32,530 (+14%)
Value$24.9M (+$3.0M)
Filed 2026-11-02
Berkshire Money Management, Inc.
INCREASED
Shares255,807 from 252,727
Change+3,080 (+1%)
Value$23.4M (+$282.2K)
Filed 2026-10-21
Hibernia Wealth Partners, LLC
DECREASED
Shares245,822 from 255,781
Change-9,959 (-4%)
Value$22.5M (-$912.6K)
Filed 2026-10-29
Yacktman Asset Management LP
INCREASED
Shares245,273 from 236,353
Change+8,920 (+4%)
Value$22.5M (+$817.4K)
Filed 2026-11-02
Thor Trading Advisors, LLC
INCREASED
Shares240,364 from 27,280
Change+213,084 (+781%)
Value$22.0M (+$19.5M)
Filed 2026-11-05
Financial & Tax Architects, LLC
INCREASED
Shares238,988 from 220,325
Change+18,663 (+8%)
Value$21.9M (+$1.7M)
Filed 2026-10-15
Islay Capital Management, LLC
INCREASED
Shares238,026 from 171,604
Change+66,422 (+39%)
Value$21.8M (+$6.1M)
Filed 2026-10-20
Strategic Advisors LLC
INCREASED
Shares235,813 from 216,134
Change+19,679 (+9%)
Value$21.6M (+$1.8M)
Filed 2026-10-13
Integrated Advisors Network LLC
DECREASED
Shares235,663 from 363,392
Change-127,729 (-35%)
Value$21.6M (-$11.7M)
Filed 2026-10-20
Citigroup Inc
DECREASED
Shares234,512 from 919,624
Change-685,112 (-74%)
Value$21.5M (-$62.8M)
Filed 2026-11-04
Turning Point Benefit Group, Inc.
DECREASED
Shares231,635 from 265,621
Change-33,986 (-13%)
Value$21.2M (-$3.1M)
Filed 2026-10-28
Keating Investment Counselors Inc
DECREASED
Shares227,661 from 228,765
Change-1,104 (0%)
Value$20.9M (-$101.2K)
Filed 2026-10-14
RIA Advisory Group LLC
INCREASED
Shares226,826 from 222,603
Change+4,223 (+2%)
Value$20.8M (+$387.0K)
Filed 2026-10-15
Three Seasons Wealth, LLC
INCREASED
Shares218,280 from 81,142
Change+137,138 (+169%)
Value$20.0M (+$12.6M)
Filed 2026-11-03
TKG Advisors, LLC
INCREASED
Shares217,998 from 204,303
Change+13,695 (+7%)
Value$20.0M (+$1.3M)
Filed 2026-11-02
Boston Standard Wealth Management, LLC
DECREASED
Shares216,366 from 272,895
Change-56,529 (-21%)
Value$19.8M (-$5.1M)
Filed 2026-10-07
Calamos Wealth Management LLC
INCREASED
Shares216,294 from 150,710
Change+65,584 (+44%)
Value$19.8M (+$6.0M)
Filed 2026-11-02
Ebert Capital Management Inc.
INCREASED
Shares214,227 from 175,107
Change+39,120 (+22%)
Value$19.6M (+$3.6M)
Filed 2026-10-08
Beaumont Financial Advisors, LLC
DECREASED
Shares213,188 from 228,445
Change-15,257 (-7%)
Value$19.5M (-$1.4M)
Filed 2026-10-22
Marathon Capital Management
INCREASED
Shares212,907 from 210,769
Change+2,138 (+1%)
Value$19.5M (+$195.9K)
Filed 2026-10-23
Lavelle Capital LP
INCREASED
Shares205,127 from 124,881
Change+80,246 (+64%)
Value$18.8M (+$7.4M)
Filed 2026-11-03
Beacon Financial Group
DECREASED
Shares204,974 from 231,926
Change-26,952 (-12%)
Value$18.8M (-$2.5M)
Filed 2026-10-19
Saratoga Research & Investment Management
DECREASED
Shares202,746 from 215,009
Change-12,263 (-6%)
Value$18.6M (-$1.1M)
Filed 2026-10-16
Exchange Traded Concepts, LLC
INCREASED
Shares202,340 from 716
Change+201,624 (+28160%)
Value$18.5M (+$18.5M)
Filed 2026-10-28
Pathway Financial Advisors LLC
INCREASED
Shares199,952 from 95,842
Change+104,110 (+109%)
Value$18.3M (+$9.6M)
Filed 2026-10-07
Apella Capital, LLC
INCREASED
Shares192,571 from 192,560
Change+11 (+0%)
Value$17.6M (+$2.9K)
Filed 2026-10-08
J.W. Cole Advisors, Inc.
DECREASED
Shares191,608 from 216,150
Change-24,542 (-11%)
Value$17.6M (-$2.2M)
Filed 2026-11-05
Axxcess Wealth Management, LLC
DECREASED
Shares184,564 from 830,390
Change-645,826 (-78%)
Value$16.9M (-$59.2M)
Filed 2026-10-21
Blueprint Investment Partners LLC
INCREASED
Shares183,651 from 177,393
Change+6,258 (+4%)
Value$16.8M (+$573.5K)
Filed 2026-10-28
Trilogy Capital Inc.
INCREASED
Shares180,122 from 136,665
Change+43,457 (+32%)
Value$16.5M (+$4.0M)
Filed 2026-10-20
Benedict Financial Advisors Inc
INCREASED
Shares178,298 from 165,744
Change+12,554 (+8%)
Value$16.3M (+$1.2M)
Filed 2026-10-07
Advisor OS, LLC
DECREASED
Shares178,203 from 186,919
Change-8,716 (-5%)
Value$16.3M (-$798.8K)
Filed 2026-11-03
Bell Bank
DECREASED
Shares176,029 from 196,187
Change-20,158 (-10%)
Value$16.1M (-$1.8M)
Filed 2026-10-21
Beacon Capital Management, Inc.
DECREASED
Shares175,288 from 179,561
Change-4,273 (-2%)
Value$16.1M (-$391.6K)
Filed 2026-10-13
Norden Group LLC
DECREASED
Shares173,409 from 178,357
Change-4,948 (-3%)
Value$15.9M (-$453.4K)
Filed 2026-10-20
Teamwork Financial Advisors, LLC
DECREASED
Shares171,103 from 405,781
Change-234,678 (-58%)
Value$15.7M (-$21.5M)
Filed 2026-10-19
Trek Financial, LLC
DECREASED
Shares170,032 from 170,649
Change-617 (0%)
Value$15.6M (-$56.5K)
Filed 2026-10-29
WBI Investments, LLC
NEW
Shares168,080
Change+168,080
Value$15.4M
Filed 2026-11-05
G&S Capital LLC
INCREASED
Shares167,656 from 148,721
Change+18,935 (+13%)
Value$15.4M (+$1.7M)
Filed 2026-10-23
Elevation Capital Advisory, LLC
INCREASED
Shares165,629 from 118,285
Change+47,344 (+40%)
Value$15.2M (+$4.3M)
Filed 2026-10-29
Vivid Wealth Management, LLC
DECREASED
Shares164,076 from 166,251
Change-2,175 (-1%)
Value$15.0M (-$199.4K)
Filed 2026-10-27
Ryan Investment Management, Inc.
NEW
Shares162,522
Change+162,522
Value$14.9M
Filed 2026-10-20
Stableford Capital II LLC
DECREASED
Shares161,486 from 212,456
Change-50,970 (-24%)
Value$14.8M (-$4.7M)
Filed 2026-10-09
Treasure Coast Financial Planning
INCREASED
Shares160,082 from 149,647
Change+10,435 (+7%)
Value$14.7M (+$956.3K)
Filed 2026-11-03
Arta Finance Wealth Management LLC
DECREASED
Shares159,941 from 171,979
Change-12,038 (-7%)
Value$14.6M (-$1.1M)
Filed 2026-10-28
GLR Partners, LLC
INCREASED
Shares159,837 from 149,863
Change+9,974 (+7%)
Value$14.6M (+$914.0K)
Filed 2026-11-04
Fifth Third Bancorp
DECREASED
Shares157,234 from 158,194
Change-960 (-1%)
Value$14.4M (-$87.9K)
Filed 2026-11-05
Pacific Capital Wealth Advisors, Inc.
DECREASED
Shares154,594 from 156,775
Change-2,181 (-1%)
Value$14.2M (-$199.9K)
Filed 2026-10-22
Kestra Advisory Services, LLC
DECREASED
Shares153,317 from 208,029
Change-54,712 (-26%)
Value$14.0M (-$5.0M)
Filed 2026-11-02
Kathmere Capital Management, LLC
NEW
Shares153,107
Change+153,107
Value$14.0M
Filed 2026-10-20
Apollon Wealth Management, LLC
INCREASED
Shares151,378 from 121,179
Change+30,199 (+25%)
Value$13.9M (+$2.8M)
Filed 2026-10-23
PFG Private Wealth Management, LLC
NEW
Shares151,042
Change+151,042
Value$13.8M
Filed 2026-10-15
Eagle Rock Investment Company, LLC
INCREASED
Shares146,043 from 135,957
Change+10,086 (+7%)
Value$13.4M (+$924.3K)
Filed 2026-10-21
Alliance Wealth Advisors, LLC
DECREASED
Shares143,260 from 173,380
Change-30,120 (-17%)
Value$13.1M (-$2.8M)
Filed 2026-10-28
Biltmore Wealth Management, LLC
INCREASED
Shares142,072 from 119,366
Change+22,706 (+19%)
Value$13.0M (+$2.1M)
Filed 2026-10-09
Patten Group, Inc.
INCREASED
Shares140,419 from 37,159
Change+103,260 (+278%)
Value$12.9M (+$9.5M)
Filed 2026-10-26
Fiduciary Alliance LLC
INCREASED
Shares139,808 from 123,150
Change+16,658 (+14%)
Value$12.8M (+$1.5M)
Filed 2026-10-13
Savior LLC
DECREASED
Shares139,235 from 146,709
Change-7,474 (-5%)
Value$12.8M (-$684.9K)
Filed 2026-10-13
Capital Wealth Alliance, LLC
DECREASED
Shares137,688 from 144,956
Change-7,268 (-5%)
Value$12.6M (-$666.0K)
Filed 2026-10-20
Verus Capital Partners, LLC
DECREASED
Shares136,296 from 154,356
Change-18,060 (-12%)
Value$12.5M (-$1.7M)
Filed 2026-11-03
Altfest L J & Co Inc
DECREASED
Shares135,405 from 300,149
Change-164,744 (-55%)
Value$12.4M (-$15.1M)
Filed 2026-10-27
Ramiah Investment Group
INCREASED
Shares134,282 from 20,328
Change+113,954 (+561%)
Value$12.3M (+$10.4M)
Filed 2026-10-20
Cairn Investment Group, Inc.
DECREASED
Shares134,095 from 137,640
Change-3,545 (-3%)
Value$12.3K (-$12.6M)
Filed 2026-11-04
Plan Group Financial, LLC
INCREASED
Shares133,418 from 66,584
Change+66,834 (+100%)
Value$12.2M (+$6.1M)
Filed 2026-10-22
HighRoad Wealth Advisors, LLC
DECREASED
Shares133,346 from 136,787
Change-3,441 (-3%)
Value$12.2M (-$315.4K)
Filed 2026-10-14
J2 Capital Management Inc
DECREASED
Shares133,099 from 174,626
Change-41,527 (-24%)
Value$12.2M (-$3.8M)
Filed 2026-10-19
Malaga Cove Capital, LLC
INCREASED
Shares132,035 from 98,147
Change+33,888 (+35%)
Value$12.1M (+$3.1M)
Filed 2026-10-23
White Lighthouse Investment Management Inc.
INCREASED
Shares131,600 from 99,007
Change+32,593 (+33%)
Value$12.1M (+$3.0M)
Filed 2026-10-21
Ritholtz Wealth Management
INCREASED
Shares131,054 from 65,850
Change+65,204 (+99%)
Value$12.0M (+$6.0M)
Filed 2026-11-05
Montis Financial, LLC
DECREASED
Shares130,496 from 150,140
Change-19,644 (-13%)
Value$12.0M (-$1.8M)
Filed 2026-11-04
Guidance Capital, Inc
DECREASED
Shares130,280 from 131,324
Change-1,044 (-1%)
Value$11.9M (-$111.2K)
Filed 2026-11-03
Simplicity Wealth,LLC
INCREASED
Shares129,853 from 59,139
Change+70,714 (+120%)
Value$11.9M (+$6.5M)
Filed 2026-10-23
LVW Advisors, LLC
INCREASED
Shares125,891 from 16,175
Change+109,716 (+678%)
Value$11.5M (+$10.1M)
Filed 2026-10-19
Montag A & Associates Inc
INCREASED
Shares124,464 from 120,326
Change+4,138 (+3%)
Value$11.4M (+$379.2K)
Filed 2026-10-29
Csenge Advisory Group
INCREASED
Shares123,298 from 82,861
Change+40,437 (+49%)
Value$11.3M (+$3.7M)
Filed 2026-11-04
Harbor Investment Advisory, LLC
INCREASED
Shares121,472 from 105,408
Change+16,064 (+15%)
Value$11.1M (+$1.5M)
Filed 2026-10-13
Capital Advisors, Ltd. LLC
DECREASED
Shares119,421 from 126,450
Change-7,029 (-6%)
Value$10.9K (-$644)
Filed 2026-10-27
Quaker Wealth Management, LLC
INCREASED
Shares117,283 from 111,999
Change+5,284 (+5%)
Value$10.7M (+$484.2K)
Filed 2026-10-22
Sound Portfolio Advisors, LLC
DECREASED
Shares117,221 from 153,162
Change-35,941 (-23%)
Value$10.7M (-$3.3M)
Filed 2026-11-05
Guild Investment Management, Inc.
INCREASED
Shares114,495 from 112,179
Change+2,316 (+2%)
Value$10.5M (+$212.2K)
Filed 2026-11-03
Independent Financial Group, LLC
DECREASED
Shares109,424 from 114,972
Change-5,548 (-5%)
Value$10.0M (-$508.5K)
Filed 2026-10-13
OpenArc Corporate Advisory, LLC
INCREASED
Shares109,196 from 95,820
Change+13,376 (+14%)
Value$10.0M (+$1.2M)
Filed 2026-10-21
AdvisorNet Financial, Inc
INCREASED
Shares107,336 from 86,552
Change+20,784 (+24%)
Value$9.8M (+$1.9M)
Filed 2026-10-15
Private Management Group Inc
INCREASED
Shares107,199 from 105,483
Change+1,716 (+2%)
Value$9.8M (+$157.3K)
Filed 2026-11-04
CFS Investment Advisory Services, LLC
INCREASED
Shares107,121 from 8,661
Change+98,460 (+1137%)
Value$9.8M (+$9.0M)
Filed 2026-10-19
SP Asset Management LLC
DECREASED
Shares106,033 from 130,740
Change-24,707 (-19%)
Value$9.7M (-$2.3M)
Filed 2026-11-05
Brown, Lisle Ings, Inc.
INCREASED
Shares104,961 from 83,931
Change+21,030 (+25%)
Value$9.6M (+$1.9M)
Filed 2026-10-16
Keybank National Association
NEW
Shares103,769
Change+103,769
Value$9.5M
Filed 2026-11-04
Reyes Financial Architecture, Inc.
DECREASED
Shares103,419 from 143,462
Change-40,043 (-28%)
Value$9.5M (-$3.7M)
Filed 2026-10-22
Balefire, LLC
DECREASED
Shares101,657 from 119,431
Change-17,774 (-15%)
Value$9.3M (-$1.6M)
Filed 2026-10-09
Strategic Wealth Investment Group, LLC
DECREASED
Shares101,030 from 131,216
Change-30,186 (-23%)
Value$9.3M (-$2.8M)
Filed 2026-10-29
Davenport & Co LLC
DECREASED
Shares100,777 from 104,613
Change-3,836 (-4%)
Value$9.2M (-$351.5K)
Filed 2026-10-14
Gibbs Wealth Management
INCREASED
Shares99,517 from 87,221
Change+12,296 (+14%)
Value$9.1M (+$1.1M)
Filed 2026-10-22
Kohmann Bosshard Financial Services, LLC
DECREASED
Shares99,079 from 108,193
Change-9,114 (-8%)
Value$9.1M (-$835.2K)
Filed 2026-11-04
Crescent Grove Advisors, LLC
INCREASED
Shares98,995 from 81,680
Change+17,315 (+21%)
Value$9.1M (+$1.6M)
Filed 2026-10-21
Beam Wealth Advisors, Inc.
INCREASED
Shares98,773 from 94,890
Change+3,883 (+4%)
Value$9.1M (+$355.8K)
Filed 2026-11-03
West Financial Advisors, LLC
INCREASED
Shares98,496 from 32,615
Change+65,881 (+202%)
Value$9.0M (+$6.0M)
Filed 2026-10-22
Woodley Farra Manion Portfolio Management Inc
INCREASED
Shares98,248 from 74,035
Change+24,213 (+33%)
Value$9.0M (+$2.2M)
Filed 2026-11-05
Meridian Wealth Management, LLC
INCREASED
Shares97,901 from 92,187
Change+5,714 (+6%)
Value$9.0M (+$523.6K)
Filed 2026-11-05
Signal Advisors Wealth, LLC
INCREASED
Shares97,164 from 97,054
Change+110 (+0%)
Value$8.9M (+$10.1K)
Filed 2026-10-13
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares96,777 from 93,521
Change+3,256 (+3%)
Value$8.9K (-$8.6M)
Filed 2026-10-14
Strategent Financial, LLC
INCREASED
Shares96,724 from 34,275
Change+62,449 (+182%)
Value$8.9M (+$5.7M)
Filed 2026-10-30
Curran Financial Partners, LLC
DECREASED
Shares96,722 from 105,092
Change-8,370 (-8%)
Value$8.9M (-$767.0K)
Filed 2026-11-04
Flagship Harbor Advisors, LLC
DECREASED
Shares96,243 from 96,859
Change-616 (-1%)
Value$8.8M (-$56.4K)
Filed 2026-10-26
Certior Financial Group, LLC
DECREASED
Shares96,121 from 114,558
Change-18,437 (-16%)
Value$8.8M (-$1.7M)
Filed 2026-10-19
Wesbanco Bank Inc
INCREASED
Shares95,132 from 90,776
Change+4,356 (+5%)
Value$8.7M (+$399.2K)
Filed 2026-11-04
Diversify Advisory Services, LLC
DECREASED
Shares94,356 from 123,236
Change-28,880 (-23%)
Value$8.6M (-$2.7M)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares94,356 from 123,236
Change-28,880 (-23%)
Value$8.6M (-$2.7M)
Filed 2026-10-20
Tompkins Financial Corp
INCREASED
Shares94,325 from 84,756
Change+9,569 (+11%)
Value$8.6M (+$876.9K)
Filed 2026-10-05
Climber Capital SA
DECREASED
Shares93,525 from 94,097
Change-572 (-1%)
Value$3.8M (-$254.7K)
Filed 2026-10-20
AlphaCore Capital LLC
INCREASED
Shares91,904 from 61,213
Change+30,691 (+50%)
Value$8.4M (+$2.8M)
Filed 2026-11-04
Paragon Capital Management Inc
INCREASED
Shares90,248 from 86,167
Change+4,081 (+5%)
Value$8.3M (+$374.0K)
Filed 2026-10-15
Blueprint Financial Advisors LLC
INCREASED
Shares87,355 from 83,915
Change+3,440 (+4%)
Value$8.0M (+$315.2K)
Filed 2026-10-28
Capstone Wealth Management Group, Inc.
DECREASED
Shares86,947 from 89,213
Change-2,266 (-3%)
Value$8.0M (-$207.6K)
Filed 2026-10-19
Lunt Capital Management, Inc.
DECREASED
Shares86,765 from 89,266
Change-2,501 (-3%)
Value$8.0M (-$229.2K)
Filed 2026-10-30
Prospera Financial Services Inc
INCREASED
Shares86,173 from 16,573
Change+69,600 (+420%)
Value$7.9M (+$6.4M)
Filed 2026-11-04
Purewater Capital LLC
DECREASED
Shares84,621 from 98,687
Change-14,066 (-14%)
Value$7.8M (-$1.3M)
Filed 2026-10-23
Genus Capital Management Inc.
DECREASED
Shares83,978 from 127,429
Change-43,451 (-34%)
Value$7.7M (-$4.0M)
Filed 2026-11-04
Mid-American Wealth Advisory Group, Inc.
DECREASED
Shares83,652 from 90,233
Change-6,581 (-7%)
Value$7.7M (-$603.1K)
Filed 2026-10-21
Victory Financial Group, LLC
DECREASED
Shares83,534 from 127,051
Change-43,517 (-34%)
Value$7.7M (-$4.0M)
Filed 2026-10-27
Legacy Capital Wealth Partners, LLC
INCREASED
Shares82,514 from 6,923
Change+75,591 (+1092%)
Value$7.6M (+$6.9M)
Filed 2026-10-21
Acorn Financial Advisory Services Inc
DECREASED
Shares82,337 from 113,740
Change-31,403 (-28%)
Value$7.5M (-$2.9M)
Filed 2026-11-02
Aviance Capital Partners, LLC
INCREASED
Shares82,015 from 62,379
Change+19,636 (+31%)
Value$7.5M (+$1.8M)
Filed 2026-10-29
KG Capital Management
INCREASED
Shares81,040 from 74,141
Change+6,899 (+9%)
Value$7.4M (+$632.2K)
Filed 2026-10-15
Professional Financial Advisors, LLC
INCREASED
Shares80,883 from 80,050
Change+833 (+1%)
Value$7.4M (+$76.3K)
Filed 2026-10-13
TD Waterhouse Canada Inc.
INCREASED
Shares80,432 from 78,907
Change+1,525 (+2%)
Value$7.4M (+$521.9K)
Filed 2026-10-16
Lifetime Wealth Management P.C.
DECREASED
Shares80,280 from 102,627
Change-22,347 (-22%)
Value$7.4M (-$2.0M)
Filed 2026-10-29
Fagan Associates, Inc.
INCREASED
Shares79,438 from 70,347
Change+9,091 (+13%)
Value$7.3M (+$833.1K)
Filed 2026-10-13
Sagespring Wealth Partners, LLC
INCREASED
Shares79,292 from 43,971
Change+35,321 (+80%)
Value$7.3M (+$3.2M)
Filed 2026-10-22
4Wealth Advisors, Inc.
INCREASED
Shares78,290 from 65,909
Change+12,381 (+19%)
Value$7.2M (+$1.1M)
Filed 2026-10-13
J.Safra Asset Management Corp
INCREASED
Shares77,493 from 72,072
Change+5,421 (+8%)
Value$7.1M (+$496.8K)
Filed 2026-11-03
SLT Holdings LLC
INCREASED
Shares77,443 from 76,776
Change+667 (+1%)
Value$7.1M (+$61.1K)
Filed 2026-10-15
Boomfish Wealth Group, LLC
DECREASED
Shares77,213 from 84,960
Change-7,747 (-9%)
Value$7.1M (-$710.0K)
Filed 2026-10-22
Titan Investment Management LLC
DECREASED
Shares77,074 from 89,122
Change-12,048 (-14%)
Value$7.1M (-$1.1M)
Filed 2026-10-22
Sovran Advisors, LLC
INCREASED
Shares76,969 from 64,963
Change+12,006 (+18%)
Value$7.1M (+$1.1M)
Filed 2026-11-02
Kassira Wealth Management LLC
INCREASED
Shares76,876 from 76,040
Change+836 (+1%)
Value$7.0M (+$76.6K)
Filed 2026-10-28
Entrewealth, LLC
DECREASED
Shares76,227 from 79,258
Change-3,031 (-4%)
Value$7.0M (-$262.7K)
Filed 2026-10-14
VestGen Advisors, LLC
DECREASED
Shares74,711 from 91,652
Change-16,941 (-18%)
Value$6.8M (-$1.6M)
Filed 2026-10-27
IPG Investment Advisors LLC
INCREASED
Shares74,217 from 49,567
Change+24,650 (+50%)
Value$6.8M (+$2.3M)
Filed 2026-10-30
MGO One Seven LLC
DECREASED
Shares74,197 from 111,933
Change-37,736 (-34%)
Value$6.8M (-$3.5M)
Filed 2026-10-28
Vigilare Wealth Management
DECREASED
Shares72,885 from 200,228
Change-127,343 (-64%)
Value$6.7M (-$11.7M)
Filed 2026-10-29
WealthPlan Investment Management, LLC
INCREASED
Shares72,312 from 71,155
Change+1,157 (+2%)
Value$6.6M (+$106.0K)
Filed 2026-10-15
WealthTrust Asset Management, LLC
INCREASED
Shares72,160 from 67,463
Change+4,697 (+7%)
Value$6.6M (+$430.4K)
Filed 2026-10-22
Wheelhouse Advisory Group LLC
DECREASED
Shares71,754 from 72,788
Change-1,034 (-1%)
Value$6.6M (-$94.8K)
Filed 2026-10-20
Clear Trail Advisors, LLC
INCREASED
Shares71,324 from 39,589
Change+31,735 (+80%)
Value$6.5M (+$2.9M)
Filed 2026-10-20
Evexia Wealth LLC
INCREASED
Shares70,852 from 68,787
Change+2,065 (+3%)
Value$6.5M (+$204.4K)
Filed 2026-11-05
Inscription Capital, LLC
DECREASED
Shares70,705 from 251,603
Change-180,898 (-72%)
Value$6.5M (-$16.6M)
Filed 2026-11-02
Iams Wealth Management, LLC
DECREASED
Shares70,392 from 76,972
Change-6,580 (-9%)
Value$6.5M (-$603.1K)
Filed 2026-10-15
Stone Wealth Partners
INCREASED
Shares70,023 from 25,995
Change+44,028 (+169%)
Value$6.4M (+$4.0M)
Filed 2026-11-05
Alhambra Investment Management LLC
INCREASED
Shares68,609 from 6,044
Change+62,565 (+1035%)
Value$6.3M (+$5.7M)
Filed 2026-10-15
Matrix Trust Co
DECREASED
Shares68,555 from 84,364
Change-15,809 (-19%)
Value$6.3K (-$1.4K)
Filed 2026-10-07
PW Nova Financial Services LLC
INCREASED
Shares68,178 from 59,577
Change+8,601 (+14%)
Value$6.2M (+$788.2K)
Filed 2026-10-15
Spectrum Planning & Advisory Services Inc.
DECREASED
Shares67,964 from 158,068
Change-90,104 (-57%)
Value$6.2M (-$8.3M)
Filed 2026-11-05
Sacks & Associates, LLC
DECREASED
Shares67,906 from 69,830
Change-1,924 (-3%)
Value$6.2M (-$179.1K)
Filed 2026-10-09
Lionsbridge Wealth Management LLC
DECREASED
Shares67,804 from 69,879
Change-2,075 (-3%)
Value$6.2M (-$190.2K)
Filed 2026-10-26
Spire Wealth Management
DECREASED
Shares67,557 from 72,043
Change-4,486 (-6%)
Value$6.2M (-$411.0K)
Filed 2026-10-30
Kingswood Wealth Advisors, LLC
INCREASED
Shares67,436 from 61,357
Change+6,079 (+10%)
Value$6.2M (+$557.1K)
Filed 2026-10-23
Fiduciary Financial Group, LLC
DECREASED
Shares67,168 from 83,736
Change-16,568 (-20%)
Value$6.2M (-$1.5M)
Filed 2026-10-13
National Wealth Management Group, LLC
INCREASED
Shares67,004 from 66,813
Change+191 (+0%)
Value$6.1M (+$17.5K)
Filed 2026-10-26
Curated Wealth Partners LLC
NEW
Shares66,498
Change+66,498
Value$6.1M
Filed 2026-10-15
Artesa Financial Group, LLC
INCREASED
Shares66,130 from 62,547
Change+3,583 (+6%)
Value$6.1M (+$328.4K)
Filed 2026-10-29
Innealta Capital, LLC
DECREASED
Shares63,741 from 98,610
Change-34,869 (-35%)
Value$5.8M (-$3.2M)
Filed 2026-11-02
Modera Wealth Management, LLC
INCREASED
Shares63,356 from 15,768
Change+47,588 (+302%)
Value$5.8M (+$4.4M)
Filed 2026-10-28
Baring Financial LLC
DECREASED
Shares62,798 from 63,393
Change-595 (-1%)
Value$5.8M (-$54.5K)
Filed 2026-10-07
TriaGen Wealth Management LLC
INCREASED
Shares62,193 from 48,694
Change+13,499 (+28%)
Value$5.7M (+$1.2M)
Filed 2026-10-14
Wedbush Securities Inc
INCREASED
Shares60,708 from 60,534
Change+174 (+0%)
Value$5.6K (-$5.5M)
Filed 2026-10-22
Cyndeo Wealth Partners, LLC
DECREASED
Shares58,329 from 73,603
Change-15,274 (-21%)
Value$5.3M (-$1.4M)
Filed 2026-10-16
Moneco Advisors, LLC
DECREASED
Shares58,289 from 63,191
Change-4,902 (-8%)
Value$5.3M (-$449.2K)
Filed 2026-11-05
MCF Advisors LLC
DECREASED
Shares58,236 from 68,861
Change-10,625 (-15%)
Value$5.3M (-$973.7K)
Filed 2026-10-28
Crestwood Advisors Group, LLC
DECREASED
Shares58,025 from 59,970
Change-1,945 (-3%)
Value$5.3M (-$178.2K)
Filed 2026-10-27
Krilogy Financial LLC
INCREASED
Shares57,936 from 57,220
Change+716 (+1%)
Value$5.3M (+$57.5K)
Filed 2026-10-13
Discipline Wealth Solutions, LLC
INCREASED
Shares57,710 from 32,547
Change+25,163 (+77%)
Value$5.3M (+$2.3M)
Filed 2026-10-14
Private Trust Co NA
INCREASED
Shares57,620 from 56,305
Change+1,315 (+2%)
Value$5.3M (+$120.5K)
Filed 2026-10-20
Strategic Blueprint, LLC
INCREASED
Shares55,653 from 39,161
Change+16,492 (+42%)
Value$5.1M (+$1.5M)
Filed 2026-10-22
Bailard, Inc.
INCREASED
Shares55,391 from 38,429
Change+16,962 (+44%)
Value$5.1M (+$1.6M)
Filed 2026-10-13
Raub Brock Capital Management LP
DECREASED
Shares54,835 from 56,651
Change-1,816 (-3%)
Value$5.0M (-$166.4K)
Filed 2026-10-21
Titleist Asset Management, LLC
INCREASED
Shares54,504 from 54,069
Change+435 (+1%)
Value$5.0M (+$39.9K)
Filed 2026-10-08
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares54,134 from 77,762
Change-23,628 (-30%)
Value$5.0M (-$2.2M)
Filed 2026-10-09
Financial Network Wealth Advisors LLC
DECREASED
Shares54,077 from 58,660
Change-4,583 (-8%)
Value$5.0M (-$420.0K)
Filed 2026-10-28
Financial Solutions Advisory Group, Inc.
INCREASED
Shares53,398 from 46,787
Change+6,611 (+14%)
Value$4.9M (+$610.5K)
Filed 2026-10-28
Beacon Wealthcare LLC
INCREASED
Shares53,110 from 44,472
Change+8,638 (+19%)
Value$4.9M (+$791.6K)
Filed 2026-10-02
Unique Wealth Strategies, LLC
UNCHANGED
Shares52,342 from 52,342
Change0 (0%)
Value$4.8M ($0)
Filed 2026-10-13
Concord Wealth Partners
INCREASED
Shares51,862 from 48,409
Change+3,453 (+7%)
Value$4.8M (+$316.5K)
Filed 2026-11-02
October Effect Ltd
INCREASED
Shares50,741 from 43,083
Change+7,658 (+18%)
Value$4.6M (+$701.8K)
Filed 2026-10-20
Kestra Private Wealth Services, LLC
INCREASED
Shares50,487 from 42,786
Change+7,701 (+18%)
Value$4.6M (+$705.8K)
Filed 2026-10-30
Citizens Financial Group Inc
DECREASED
Shares49,651 from 73,576
Change-23,925 (-33%)
Value$4.6M (-$2.2M)
Filed 2026-10-23
Financial Management Professionals, Inc.
DECREASED
Shares49,258 from 292,420
Change-243,162 (-83%)
Value$4.5M (-$22.3M)
Filed 2026-10-23
Oliver Luxxe Assets LLC
DECREASED
Shares48,506 from 51,968
Change-3,462 (-7%)
Value$4.4M (-$317.3K)
Filed 2026-10-14
Concord Asset Management, LLC
INCREASED
Shares48,216 from 46,391
Change+1,825 (+4%)
Value$4.4M (+$167.3K)
Filed 2026-11-02
Forza Wealth Management, LLC
DECREASED
Shares48,032 from 56,233
Change-8,201 (-15%)
Value$4.4M (-$751.5K)
Filed 2026-10-20
Culbertson A N & Co Inc
INCREASED
Shares47,375 from 34,327
Change+13,048 (+38%)
Value$4.3M (+$1.2M)
Filed 2026-10-21
Sherman Wealth Management LLC
INCREASED
Shares47,028 from 32,219
Change+14,809 (+46%)
Value$4.3M (+$1.4M)
Filed 2026-10-16
Chatham Capital Group, Inc.
UNCHANGED
Shares46,621 from 46,621
Change0 (0%)
Value$4.3M ($0)
Filed 2026-10-16
Core Wealth Partners LLC
INCREASED
Shares46,248 from 39,941
Change+6,307 (+16%)
Value$4.2M (+$578.0K)
Filed 2026-11-02
Kennedy Investment Group, Inc.
DECREASED
Shares45,536 from 45,565
Change-29 (0%)
Value$4.2M (-$2.7K)
Filed 2026-10-21
Deltec Asset Management LLC
NEW
Shares45,000
Change+45,000
Value$4.1M
Filed 2026-10-26
Dean, Jacobson Financial Services, LLC
DECREASED
Shares44,942 from 48,252
Change-3,310 (-7%)
Value$4.1M (-$303.3K)
Filed 2026-10-29
Worth Asset Management, LLC
INCREASED
Shares44,791 from 32,709
Change+12,082 (+37%)
Value$4.1M (+$1.1M)
Filed 2026-10-07
Alchemi Wealth, LLC
DECREASED
Shares44,299 from 50,043
Change-5,744 (-11%)
Value$4.1M (-$526.3K)
Filed 2026-11-04
Procyon Advisors, LLC
DECREASED
Shares43,880 from 50,232
Change-6,352 (-13%)
Value$4.0M (-$582.1K)
Filed 2026-10-21
Spartan Planning & Wealth Management
INCREASED
Shares43,187 from 41,418
Change+1,769 (+4%)
Value$4.0M (+$162.2K)
Filed 2026-10-13
Values First Advisors, Inc.
DECREASED
Shares43,077 from 44,058
Change-981 (-2%)
Value$3.9M (-$89.9K)
Filed 2026-10-23
Founders Financial Securities LLC
DECREASED
Shares42,811 from 167,416
Change-124,605 (-74%)
Value$3.9M (-$11.4M)
Filed 2026-10-28
Zega Investments, LLC
INCREASED
Shares42,659 from 20,707
Change+21,952 (+106%)
Value$3.9M (+$2.0M)
Filed 2026-11-04
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares42,600 from 43,165
Change-565 (-1%)
Value$3.9M (-$51.8K)
Filed 2026-10-07
SFI Advisors, LLC
DECREASED
Shares42,289 from 51,615
Change-9,326 (-18%)
Value$3.9M (-$854.6K)
Filed 2026-10-30
Cape Investment Advisory, Inc.
INCREASED
Shares41,977 from 4,467
Change+37,510 (+840%)
Value$3.8M (+$3.4M)
Filed 2026-10-13
Vontobel Holding Ltd.
DECREASED
Shares41,955 from 42,922
Change-967 (-2%)
Value$3.8M (-$88.6K)
Filed 2026-10-16
Ndwm LLC
INCREASED
Shares41,519 from 37,596
Change+3,923 (+10%)
Value$3.8M (+$359.6K)
Filed 2026-11-05
Journey Retirement Planning & Investment Management LLC
DECREASED
Shares40,792 from 41,559
Change-767 (-2%)
Value$3.7M (-$70.2K)
Filed 2026-10-09
Hohimer Wealth Management, LLC
DECREASED
Shares39,738 from 50,790
Change-11,052 (-22%)
Value$3.6M (-$1.0M)
Filed 2026-11-04
Wealthcare Advisory Partners LLC
INCREASED
Shares39,639 from 39,551
Change+88 (+0%)
Value$3.6M (+$8.0K)
Filed 2026-10-21
M Holdings Securities, Inc.
DECREASED
Shares39,223 from 57,187
Change-17,964 (-31%)
Value$3.6K (-$5.2M)
Filed 2026-11-03
Acumen Wealth Advisors, LLC
NEW
Shares39,085
Change+39,085
Value$3.6M
Filed 2026-11-05
Elmwood Wealth Management, Inc.
DECREASED
Shares38,999 from 49,970
Change-10,971 (-22%)
Value$3.6M (-$1.0M)
Filed 2026-10-14
1834 Investment Advisors Co
DECREASED
Shares38,794 from 38,809
Change-15 (0%)
Value$3.6M (-$1.4K)
Filed 2026-10-16
Greenfield Seitz Capital Management, LLC
DECREASED
Shares38,448 from 78,787
Change-40,339 (-51%)
Value$3.5M (-$3.7M)
Filed 2026-10-29
JBR Co Financial Management Inc
DECREASED
Shares38,242 from 39,166
Change-924 (-2%)
Value$3.5M (-$93.9K)
Filed 2026-10-13
Freestate Advisors LLC
DECREASED
Shares37,555 from 41,104
Change-3,549 (-9%)
Value$3.4M (-$325.2K)
Filed 2026-10-09
StoneX Group Inc.
DECREASED
Shares37,531 from 46,830
Change-9,299 (-20%)
Value$3.4M (-$851.2K)
Filed 2026-11-03
Global Assets Advisory, LLC
INCREASED
Shares37,179 from 21,347
Change+15,832 (+74%)
Value$3.4M (+$1.4M)
Filed 2026-10-28
IFP Advisors, Inc
DECREASED
Shares37,128 from 65,129
Change-28,001 (-43%)
Value$3.4M (-$2.6M)
Filed 2026-10-16
Convergence Financial, LLC
INCREASED
Shares36,697 from 12,048
Change+24,649 (+205%)
Value$3.4M (+$2.3M)
Filed 2026-10-27
Roan Capital Partners
INCREASED
Shares36,459 from 35,341
Change+1,118 (+3%)
Value$3.3M (+$102.4K)
Filed 2026-10-09
Pecaut & Co.
DECREASED
Shares36,327 from 38,396
Change-2,069 (-5%)
Value$3.3M (-$189.6K)
Filed 2026-10-27
One Day In July LLC
DECREASED
Shares36,200 from 39,259
Change-3,059 (-8%)
Value$3.3M (-$280.3K)
Filed 2026-10-30
Gilpin Wealth Management, LLC
INCREASED
Shares35,773 from 26,255
Change+9,518 (+36%)
Value$3.3M (+$872.2K)
Filed 2026-10-09
Moulton Wealth Management, Inc
INCREASED
Shares35,457 from 35,040
Change+417 (+1%)
Value$3.2M (+$38.4K)
Filed 2026-10-13
Focus Financial Network, Inc.
DECREASED
Shares35,287 from 35,511
Change-224 (-1%)
Value$3.2M (-$20.6K)
Filed 2026-10-14
Catherine Avery Investment Management LLC
INCREASED
Shares35,221 from 3,944
Change+31,277 (+793%)
Value$3.2M (+$2.9M)
Filed 2026-10-14
Pioneer Wealth Management Group
DECREASED
Shares35,166 from 35,214
Change-48 (0%)
Value$3.2M (-$4.4K)
Filed 2026-10-09
GK Wealth Management LLC
DECREASED
Shares34,908 from 47,906
Change-12,998 (-27%)
Value$3.2M (-$1.2M)
Filed 2026-10-09
Choreo, LLC
DECREASED
Shares34,557 from 46,549
Change-11,992 (-26%)
Value$3.2M (-$1.1M)
Filed 2026-10-28
Hara Capital LLC
INCREASED
Shares34,536 from 24,176
Change+10,360 (+43%)
Value$3.2M (+$949.4K)
Filed 2026-10-30
Tempus Wealth Planning, LLC
DECREASED
Shares34,395 from 36,767
Change-2,372 (-6%)
Value$3.2M (-$217.4K)
Filed 2026-10-14
RDA Financial Network
DECREASED
Shares34,326 from 40,807
Change-6,481 (-16%)
Value$3.1M (-$593.9K)
Filed 2026-10-15
Foguth Wealth Management, Llc.
DECREASED
Shares33,979 from 35,632
Change-1,653 (-5%)
Value$3.1M (-$151.1K)
Filed 2026-10-19
Lake Hills Wealth Management, LLC
DECREASED
Shares33,964 from 34,549
Change-585 (-2%)
Value$3.1M (-$53.6K)
Filed 2026-10-07
Bingham Private Wealth, LLC
DECREASED
Shares33,938 from 34,328
Change-390 (-1%)
Value$3.1M (-$35.7K)
Filed 2026-11-05
Parallel Advisors, LLC
INCREASED
Shares33,553 from 25,822
Change+7,731 (+30%)
Value$3.1M (+$708.4K)
Filed 2026-11-03
Prime Capital Investment Advisors, LLC
DECREASED
Shares33,416 from 37,293
Change-3,877 (-10%)
Value$3.1M (-$355.3K)
Filed 2026-10-20
Valen Private Capital, LLC
NEW
Shares33,276
Change+33,276
Value$3.0M
Filed 2026-10-23
Jnba Financial Advisors
DECREASED
Shares33,271 from 33,496
Change-225 (-1%)
Value$3.0M (-$20.6K)
Filed 2026-11-03
Unison Advisors LLC
DECREASED
Shares33,196 from 36,278
Change-3,082 (-8%)
Value$3.0M (-$282.4K)
Filed 2026-10-29
TD Private Client Wealth LLC
INCREASED
Shares32,674 from 23,512
Change+9,162 (+39%)
Value$3.0M (+$839.6K)
Filed 2026-10-28
Shore Point Advisors, LLC
INCREASED
Shares32,405 from 31,891
Change+514 (+2%)
Value$3.0M (+$47.1K)
Filed 2026-10-14
Vise Technologies, Inc.
INCREASED
Shares32,107 from 9,701
Change+22,406 (+231%)
Value$2.9M (+$2.1M)
Filed 2026-10-29
NorthCrest Asset Manangement, LLC
INCREASED
Shares31,898 from 30,569
Change+1,329 (+4%)
Value$2.9M (+$121.9K)
Filed 2026-10-13
Sowell Financial Services LLC
INCREASED
Shares31,877 from 29,389
Change+2,488 (+8%)
Value$2.9M (+$228.0K)
Filed 2026-10-23
Alps Advisors Inc
INCREASED
Shares31,690 from 8,020
Change+23,670 (+295%)
Value$2.9M (+$2.2M)
Filed 2026-11-03
Rossby Financial, LCC
INCREASED
Shares31,667 from 5,488
Change+26,179 (+477%)
Value$2.9M (+$2.4M)
Filed 2026-11-05
Cornerstone Wealth Group, LLC
INCREASED
Shares31,508 from 27,109
Change+4,399 (+16%)
Value$2.9M (+$403.1K)
Filed 2026-11-02
Hardworking Capital Advisors, LLC
DECREASED
Shares31,282 from 44,468
Change-13,186 (-30%)
Value$2.9M (-$1.2M)
Filed 2026-10-20
Hudson Oak Wealth Advisory LLC
DECREASED
Shares31,227 from 31,463
Change-236 (-1%)
Value$2.9M (-$21.6K)
Filed 2026-10-16
Lanark Financial, Inc.
INCREASED
Shares30,782 from 30,525
Change+257 (+1%)
Value$2.8M (+$23.5K)
Filed 2026-10-26
Tlwm
DECREASED
Shares30,049 from 30,162
Change-113 (0%)
Value$2.8M (-$10.4K)
Filed 2026-10-09
Lpwm LLC
DECREASED
Shares29,625 from 30,932
Change-1,307 (-4%)
Value$2.7M (-$119.8K)
Filed 2026-10-20
Tucker Asset Management LLC
INCREASED
Shares29,349 from 23,231
Change+6,118 (+26%)
Value$2.7M (+$560.6K)
Filed 2026-10-29
Old National Bancorp
INCREASED
Shares28,969 from 3,150
Change+25,819 (+820%)
Value$2.7M (+$2.4M)
Filed 2026-10-20
Invenio Wealth Partners LLC
DECREASED
Shares28,543 from 32,151
Change-3,608 (-11%)
Value$2.6M (-$330.6K)
Filed 2026-10-20
Sherman Asset Management, Inc.
INCREASED
Shares28,250 from 27,320
Change+930 (+3%)
Value$2.6M (+$85.2K)
Filed 2026-11-05
Pearl Planning LLC
DECREASED
Shares28,114 from 32,596
Change-4,482 (-14%)
Value$2.6M (-$410.7K)
Filed 2026-10-13
Lakewood Asset Management LLC
DECREASED
Shares28,113 from 32,838
Change-4,725 (-14%)
Value$2.6M (-$433.0K)
Filed 2026-10-26
Kopion Asset Management, LLC
DECREASED
Shares27,886 from 31,824
Change-3,938 (-12%)
Value$2.6M (-$360.9K)
Filed 2026-10-09
Accurate Wealth Management, LLC
INCREASED
Shares27,879 from 25,286
Change+2,593 (+10%)
Value$2.6M (+$237.9K)
Filed 2026-10-20
Net Worth Advisory Group
DECREASED
Shares27,662 from 27,693
Change-31 (0%)
Value$2.5M (-$9.2K)
Filed 2026-10-20
Sigma Planning Corp
INCREASED
Shares27,565 from 12,310
Change+15,255 (+124%)
Value$2.5M (+$1.4M)
Filed 2026-10-23
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares27,524 from 36,358
Change-8,834 (-24%)
Value$2.5M (-$809.6K)
Filed 2026-10-14
JIM Saulnier & Associates, LLC
DECREASED
Shares27,326 from 27,345
Change-19 (0%)
Value$2.5M (-$1.7K)
Filed 2026-11-04
Live Oak Private Wealth LLC
INCREASED
Shares27,078 from 16,926
Change+10,152 (+60%)
Value$2.5M (+$930.3K)
Filed 2026-11-02
Tactive Advisors, LLC
INCREASED
Shares26,980 from 5,069
Change+21,911 (+432%)
Value$2.5M (+$2.0M)
Filed 2026-10-08
Optivise Advisory Services LLC
NEW
Shares26,722
Change+26,722
Value$2.4M
Filed 2026-10-19
Cornerstone Planning, LLC
DECREASED
Shares26,629 from 28,227
Change-1,598 (-6%)
Value$2.4M (-$146.4K)
Filed 2026-10-27
Jcic Asset Management Inc.
DECREASED
Shares26,234 from 68,261
Change-42,027 (-62%)
Value$2.4M (-$3.9M)
Filed 2026-10-30
SkyOak Wealth, LLC
INCREASED
Shares26,232 from 17,222
Change+9,010 (+52%)
Value$2.4M (+$825.7K)
Filed 2026-10-28
Coyle Financial Counsel LLC
DECREASED
Shares26,112 from 27,542
Change-1,430 (-5%)
Value$2.4M (-$131.0K)
Filed 2026-10-28
PFG Advisors
DECREASED
Shares25,772 from 26,388
Change-616 (-2%)
Value$2.4M (-$56.5K)
Filed 2026-10-16
NTV Asset Management LLC
INCREASED
Shares25,752 from 20,520
Change+5,232 (+26%)
Value$2.4M (+$479.5K)
Filed 2026-10-23
Macco Financial Group, Inc.
DECREASED
Shares25,616 from 26,321
Change-705 (-3%)
Value$2.3M (-$64.6K)
Filed 2026-11-05
Pekin Hardy Strauss, Inc.
DECREASED
Shares25,156 from 30,815
Change-5,659 (-18%)
Value$2.3M (-$518.6K)
Filed 2026-11-02
Thompson Davis & Co., Inc.
INCREASED
Shares25,028 from 22,133
Change+2,895 (+13%)
Value$2.3M (+$265.3K)
Filed 2026-11-05
Stirlingshire Investments, Inc.
INCREASED
Shares24,655 from 15,740
Change+8,915 (+57%)
Value$2.3M (+$817.0K)
Filed 2026-11-05
Randolph Co Inc
DECREASED
Shares24,570 from 379,938
Change-355,368 (-94%)
Value$2.3M (-$32.6M)
Filed 2026-10-23
FSM Wealth Advisors, LLC
DECREASED
Shares24,303 from 29,895
Change-5,592 (-19%)
Value$2.2M (-$516.6K)
Filed 2026-10-27
Outbound Financial Inc
INCREASED
Shares23,867 from 23,610
Change+257 (+1%)
Value$2.2M (+$23.6K)
Filed 2026-10-13
Balance Wealth Partners LLC
DECREASED
Shares23,850 from 35,928
Change-12,078 (-34%)
Value$2.2M (-$1.1M)
Filed 2026-10-27
Willow Creek Wealth Management Inc.
INCREASED
Shares23,742 from 21,908
Change+1,834 (+8%)
Value$2.2M (+$168.1K)
Filed 2026-10-26
Aurora Investment Managers, Llc.
DECREASED
Shares23,447 from 25,644
Change-2,197 (-9%)
Value$2.1K (-$201)
Filed 2026-10-15
Souders Financial Advisors
INCREASED
Shares23,007 from 12,762
Change+10,245 (+80%)
Value$2.1M (+$938.8K)
Filed 2026-11-03
Bricktown Capital, LLC
UNCHANGED
Shares22,496 from 22,496
Change0 (0%)
Value$2.1M ($0)
Filed 2026-10-13
Tennessee Valley Asset Management Partners
DECREASED
Shares22,474 from 22,636
Change-162 (-1%)
Value$2.1M (-$14.8K)
Filed 2026-11-03
PVG Asset Management Corp
INCREASED
Shares22,433 from 9,671
Change+12,762 (+132%)
Value$2.1M (+$1.2M)
Filed 2026-10-19
Financial Planning Fort Collins, LLC
INCREASED
Shares22,378 from 22,163
Change+215 (+1%)
Value$2.1M (+$23.7K)
Filed 2026-10-16
Avior Wealth Management, LLC
INCREASED
Shares22,229 from 21,869
Change+360 (+2%)
Value$2.0M (+$33.0K)
Filed 2026-10-13
Quartz Partners, LLC
DECREASED
Shares22,058 from 25,103
Change-3,045 (-12%)
Value$2.0M (-$279.0K)
Filed 2026-11-03
Walser Wealth Management Company, A Ltd Liability Co
DECREASED
Shares21,996 from 23,778
Change-1,782 (-7%)
Value$2.0M (-$163.3K)
Filed 2026-10-15
Independent Wealth Network Inc.
DECREASED
Shares21,936 from 22,900
Change-964 (-4%)
Value$2.0M (-$88.3K)
Filed 2026-10-19
Blue Capital, Inc.
NEW
Shares21,910
Change+21,910
Value$2.0M
Filed 2026-10-13
Walkner Condon Financial Advisors LLC
DECREASED
Shares21,836 from 28,341
Change-6,505 (-23%)
Value$2.0M (-$596.1K)
Filed 2026-11-02
Harmony Asset Management LLC
DECREASED
Shares21,769 from 21,894
Change-125 (-1%)
Value$2.0M (-$11.4K)
Filed 2026-10-20
Parkside Financial Bank & Trust
DECREASED
Shares21,705 from 21,807
Change-102 (0%)
Value$2.0M (-$9.3K)
Filed 2026-10-27
American Institute for Advanced Investment Management, LLP
DECREASED
Shares21,695 from 23,025
Change-1,330 (-6%)
Value$2.0M (-$121.9K)
Filed 2026-11-03
Sanchez Gaunt Capital Management, LLC
DECREASED
Shares21,627 from 54,821
Change-33,194 (-61%)
Value$2.0M (-$3.0M)
Filed 2026-11-03
Saxon Interests, Inc.
INCREASED
Shares21,128 from 3,837
Change+17,291 (+451%)
Value$1.9M (+$1.6M)
Filed 2026-10-26
Private Client Services, LLC
DECREASED
Shares21,045 from 37,922
Change-16,877 (-44%)
Value$1.9M (-$1.5M)
Filed 2026-10-02
Bank of New York Mellon Corp
DECREASED
Shares20,925 from 25,028
Change-4,103 (-16%)
Value$1.9M (-$375.9K)
Filed 2026-11-05
Waycross Investment Management Co
INCREASED
Shares20,656 from 18,977
Change+1,679 (+9%)
Value$1.9M (+$153.9K)
Filed 2026-10-14
Fifth Third Securities, Inc.
NEW
Shares20,552
Change+20,552
Value$1.9M
Filed 2026-10-21
Guardian Partners Inc.
INCREASED
Shares20,525 from 10,614
Change+9,911 (+93%)
Value$1.9M (+$908.2K)
Filed 2026-10-21
Wespac Advisors, LLC
INCREASED
Shares20,503 from 17,883
Change+2,620 (+15%)
Value$1.9M (+$240.1K)
Filed 2026-10-26
Upper Left Wealth Management, LLC
DECREASED
Shares19,619 from 58,181
Change-38,562 (-66%)
Value$1.8M (-$3.5M)
Filed 2026-10-14
Sage Mountain Advisors LLC
INCREASED
Shares19,566 from 8,764
Change+10,802 (+123%)
Value$1.8M (+$989.9K)
Filed 2026-11-02
Larry Mathis Financial Planning, LLC
INCREASED
Shares19,536 from 14,711
Change+4,825 (+33%)
Value$1.8M (+$442.2K)
Filed 2026-10-26
Hengehold Capital Management LLC
DECREASED
Shares19,431 from 20,104
Change-673 (-3%)
Value$1.8M (-$61.6K)
Filed 2026-10-16
Fjell Capital, LLC
DECREASED
Shares19,345 from 26,605
Change-7,260 (-27%)
Value$1.8M (-$665.3K)
Filed 2026-10-13
Cabot Wealth Management Inc
DECREASED
Shares19,224 from 19,581
Change-357 (-2%)
Value$1.8M (-$32.7K)
Filed 2026-11-05
J. Safra Sarasin Holding AG
DECREASED
Shares19,130 from 21,148
Change-2,018 (-10%)
Value$1.8M (-$185.1K)
Filed 2026-10-26
Norway Savings Bank
INCREASED
Shares19,013 from 8,463
Change+10,550 (+125%)
Value$1.7M (+$966.8K)
Filed 2026-10-20
International Assets Investment Management, LLC
DECREASED
Shares18,938 from 20,184
Change-1,246 (-6%)
Value$1.7M (-$113.7K)
Filed 2026-11-02
Onyx Bridge Wealth Group LLC
DECREASED
Shares18,509 from 18,510
Change-1 (0%)
Value$1.7M (-$90)
Filed 2026-10-16
Beese Fulmer Investment Management, Inc.
DECREASED
Shares18,506 from 20,053
Change-1,547 (-8%)
Value$1.7M (-$141.8K)
Filed 2026-10-23
Parkway Wealth Management Group, LLC
DECREASED
Shares18,500 from 19,485
Change-985 (-5%)
Value$1.7M (-$90.2K)
Filed 2026-10-20
Third View Private Wealth, LLC
INCREASED
Shares18,365 from 17,182
Change+1,183 (+7%)
Value$1.7M (+$108.4K)
Filed 2026-10-30
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED
Shares18,340 from 18,547
Change-207 (-1%)
Value$1.7M (-$18.9K)
Filed 2026-10-21
New Harbor Financial Group, LLC
INCREASED
Shares18,118 from 11,640
Change+6,478 (+56%)
Value$1.7M (+$593.6K)
Filed 2026-10-22
Transce3nd, LLC
INCREASED
Shares18,028 from 955
Change+17,073 (+1788%)
Value$1.7M (+$1.6M)
Filed 2026-10-26
Rosenberg Matthew Hamilton
INCREASED
Shares17,941 from 17,254
Change+687 (+4%)
Value$1.6M (+$63.0K)
Filed 2026-10-05
Ascentis Independent Advisors
INCREASED
Shares17,791 from 755
Change+17,036 (+2256%)
Value$1.6M (+$1.6M)
Filed 2026-11-03
First Horizon Corp
UNCHANGED
Shares17,704 from 17,704
Change0 (0%)
Value$1.6M ($0)
Filed 2026-10-26
US Bancorp \de\
DECREASED
Shares17,602 from 17,795
Change-193 (-1%)
Value$1.6M (-$17.7K)
Filed 2026-11-05
Compound Planning, Inc.
DECREASED
Shares17,261 from 20,971
Change-3,710 (-18%)
Value$1.6M (-$340.0K)
Filed 2026-11-05
DBK Financial Counsel, LLC
NEW
Shares17,191
Change+17,191
Value$1.6M
Filed 2026-10-13
Revisor Wealth Management LLC
DECREASED
Shares17,154 from 39,029
Change-21,875 (-56%)
Value$1.6M (-$2.0M)
Filed 2026-10-20
Marion Wealth Management
INCREASED
Shares17,115 from 16,219
Change+896 (+6%)
Value$1.6M (+$82.1K)
Filed 2026-10-22
Prairiewood Capital, LLC
DECREASED
Shares17,113 from 18,299
Change-1,186 (-6%)
Value$1.6M (-$108.7K)
Filed 2026-10-16
Integrity Advisory Solutions, LLC
INCREASED
Shares17,091 from 12,971
Change+4,120 (+32%)
Value$1.6M (+$377.6K)
Filed 2026-10-29
United Advisor Group, LLC
DECREASED
Shares17,084 from 34,668
Change-17,584 (-51%)
Value$1.6M (-$1.6M)
Filed 2026-11-03
Robinson Value Management, Ltd.
NEW
Shares17,015
Change+17,015
Value$1.6M
Filed 2026-10-20
Pacific Park Financial, Inc.
INCREASED
Shares16,462 from 15,929
Change+533 (+3%)
Value$1.5M (+$48.8K)
Filed 2026-10-13
Nations Financial Group Inc,
DECREASED
Shares16,289 from 19,408
Change-3,119 (-16%)
Value$1.5M (-$285.9K)
Filed 2026-11-05
First Citizens Financial Corp
INCREASED
Shares16,186 from 11,572
Change+4,614 (+40%)
Value$1.5M (+$422.8K)
Filed 2026-10-02
Ameliora Wealth Management Ltd.
UNCHANGED
Shares16,163 from 16,163
Change0 (0%)
Value$1.5M ($0)
Filed 2026-10-23
Capital CS Group, LLC
DECREASED
Shares15,961 from 16,924
Change-963 (-6%)
Value$1.5M (-$88.2K)
Filed 2026-10-29
RPG Investment Advisory, LLC
INCREASED
Shares15,930 from 15,850
Change+80 (+1%)
Value$1.5M (+$7.3K)
Filed 2026-10-21
Paulson Wealth Management Inc.
INCREASED
Shares15,900 from 11,104
Change+4,796 (+43%)
Value$1.5M (+$439.5K)
Filed 2026-11-02
Dorval Corp
INCREASED
Shares15,606 from 15,458
Change+148 (+1%)
Value$1.4M (+$13.5K)
Filed 2026-10-29
Catalyst Capital Advisors LLC
UNCHANGED
Shares15,500 from 15,500
Change0 (0%)
Value$1.4M ($0)
Filed 2026-11-02
SteelPeak Wealth, LLC
INCREASED
Shares15,111 from 14,557
Change+554 (+4%)
Value$1.4M (+$50.8K)
Filed 2026-10-16
JGP Wealth Management, LLC
INCREASED
Shares14,800 from 2,635
Change+12,165 (+462%)
Value$1.4M (+$1.1M)
Filed 2026-10-13
Buck Wealth Strategies, LLC
INCREASED
Shares14,661 from 11,716
Change+2,945 (+25%)
Value$1.3M (+$269.9K)
Filed 2026-10-28
Griffith & Werner, Inc.
NEW
Shares14,567
Change+14,567
Value$1.3M
Filed 2026-11-04
Diversified Management Inc
NEW
Shares14,470
Change+14,470
Value$1.3M
Filed 2026-10-08
Tortuga Wealth Management, Inc
INCREASED
Shares13,745 from 12,057
Change+1,688 (+14%)
Value$1.3M (+$155.0K)
Filed 2026-10-27
Ascent Wealth Partners, LLC
DECREASED
Shares13,540 from 14,911
Change-1,371 (-9%)
Value$1.2M (-$125.6K)
Filed 2026-10-23
Robinswood Financial LLC
DECREASED
Shares13,505 from 15,188
Change-1,683 (-11%)
Value$1.2M (-$155.2K)
Filed 2026-10-20
Pinkerton Wealth, LLC
DECREASED
Shares13,470 from 14,418
Change-948 (-7%)
Value$1.2M (-$86.9K)
Filed 2026-10-29
Eastern Bank
DECREASED
Shares13,467 from 14,429
Change-962 (-7%)
Value$1.2M (-$88.1K)
Filed 2026-10-05
Ascent Group, LLC
INCREASED
Shares13,267 from 8,309
Change+4,958 (+60%)
Value$1.2M (+$454.4K)
Filed 2026-10-30
HB Wealth Management, LLC
INCREASED
Shares13,083 from 5,586
Change+7,497 (+134%)
Value$1.2M (+$686.9K)
Filed 2026-10-23
Smart Wealth LLC
DECREASED
Shares12,890 from 14,130
Change-1,240 (-9%)
Value$1.2M (-$113.6K)
Filed 2026-11-04
Invariant Investment Management
INCREASED
Shares12,882 from 9,375
Change+3,507 (+37%)
Value$1.2M (+$320.6K)
Filed 2026-10-08
Highline Wealth Partners LLC
DECREASED
Shares12,561 from 28,957
Change-16,396 (-57%)
Value$1.2M (-$1.5M)
Filed 2026-10-19
Brown Miller Wealth Management, LLC
DECREASED
Shares12,534 from 19,958
Change-7,424 (-37%)
Value$1.1M (-$680.4K)
Filed 2026-11-02
Baker Tilly Wealth Management, LLC
DECREASED
Shares12,526 from 13,537
Change-1,011 (-7%)
Value$1.1M (-$92.6K)
Filed 2026-10-05
Focused Wealth Management, Inc
DECREASED
Shares12,291 from 13,136
Change-845 (-6%)
Value$1.1M (-$77.4K)
Filed 2026-10-30
Attessa Capital LLC
INCREASED
Shares12,279 from 4,542
Change+7,737 (+170%)
Value$1.1M (+$709.0K)
Filed 2026-10-09
Pinnacle Associates LTD
INCREASED
Shares12,115 from 12,061
Change+54 (+0%)
Value$1.1M (+$4.9K)
Filed 2026-10-20
King Luther Capital Management Corp
DECREASED
Shares11,995 from 13,075
Change-1,080 (-8%)
Value$1.1M (-$99.0K)
Filed 2026-11-05
Welch Group, LLC
INCREASED
Shares11,993 from 11,877
Change+116 (+1%)
Value$1.1M (+$10.6K)
Filed 2026-10-29
Mccarter Private Wealth Services LLC
INCREASED
Shares11,937 from 7,276
Change+4,661 (+64%)
Value$1.1M (+$427.1K)
Filed 2026-10-22
Bourgeon Capital Management LLC
NEW
Shares11,780
Change+11,780
Value$1.1M
Filed 2026-10-19
Dynamic Advisor Solutions LLC
NEW
Shares11,767
Change+11,767
Value$1.1M
Filed 2026-10-13
BayBridge Capital Group, LLC
DECREASED
Shares11,687 from 20,572
Change-8,885 (-43%)
Value$1.1M (-$814.2K)
Filed 2026-10-13
Castleview Partners, LLC
DECREASED
Shares11,630 from 15,963
Change-4,333 (-27%)
Value$1.1M (-$397.1K)
Filed 2026-10-09
Flagstar Securities, Inc
INCREASED
Shares11,628 from 5,349
Change+6,279 (+117%)
Value$1.1M (+$575.3K)
Filed 2026-10-15
Blue Trust, Inc.
INCREASED
Shares11,578 from 10,206
Change+1,372 (+13%)
Value$1.1M (+$125.7K)
Filed 2026-10-15
XY Planning Network, Inc.
INCREASED
Shares11,510 from 11,478
Change+32 (+0%)
Value$1.1M (+$2.9K)
Filed 2026-10-14
Comprehensive Financial Planning, Inc.
DECREASED
Shares11,494 from 36,110
Change-24,616 (-68%)
Value$1.1M (-$2.3M)
Filed 2026-10-27
Ashton Thomas Securities, LLC
DECREASED
Shares11,304 from 24,474
Change-13,170 (-54%)
Value$193.5K (-$2.0M)
Filed 2026-10-26
Rockport Wealth LLC
UNCHANGED
Shares11,260 from 11,260
Change0 (0%)
Value$1.0M ($0)
Filed 2026-11-03
Monument Capital Management
INCREASED
Shares11,245 from 10,407
Change+838 (+8%)
Value$1.0M (+$76.8K)
Filed 2026-10-09
Intrua Financial, LLC
DECREASED
Shares11,197 from 11,331
Change-134 (-1%)
Value$1.0M (-$12.3K)
Filed 2026-10-28
Seed Wealth Management, Inc.
DECREASED
Shares11,170 from 12,975
Change-1,805 (-14%)
Value$1.0M (-$165.4K)
Filed 2026-10-20
Briaud Financial Planning Inc
DECREASED
Shares11,116 from 12,441
Change-1,325 (-11%)
Value$1.0M (-$121.4K)
Filed 2026-10-20
Cornerstone Wealth Management, LLC
DECREASED
Shares11,115 from 12,700
Change-1,585 (-12%)
Value$1.0M (-$145.3K)
Filed 2026-11-04
Richmond Investment Services, LLC
DECREASED
Shares11,049 from 11,874
Change-825 (-7%)
Value$1.0M (-$75.6K)
Filed 2026-10-29
Aspiriant, LLC
NEW
Shares11,000
Change+11,000
Value$1.0M
Filed 2026-10-16
Sunpointe, LLC
DECREASED
Shares10,951 from 11,423
Change-472 (-4%)
Value$1.0M (-$43.2K)
Filed 2026-10-22
Tsfg, LLC
UNCHANGED
Shares10,937 from 10,937
Change0 (0%)
Value$1.0K (-$1.0M)
Filed 2026-10-23
Sound Income Strategies, LLC
INCREASED
Shares10,860 from 9,750
Change+1,110 (+11%)
Value$993.4K (+$99.8K)
Filed 2026-10-09
Royal Fund Management, LLC
DECREASED
Shares10,712 from 10,880
Change-168 (-2%)
Value$981.7K (-$15.4K)
Filed 2026-10-22
Optima Capital LLC
NEW
Shares10,641
Change+10,641
Value$975.1K
Filed 2026-10-29
Diversified Portfolios, Inc.
DECREASED
Shares10,597 from 15,419
Change-4,822 (-31%)
Value$971.1K (-$441.9K)
Filed 2026-11-04
Creekside Partners
INCREASED
Shares10,594 from 8,314
Change+2,280 (+27%)
Value$970.9K (+$209.0K)
Filed 2026-11-04
Global View Capital Management LLC
DECREASED
Shares10,565 from 29,618
Change-19,053 (-64%)
Value$968.2K (-$1.7M)
Filed 2026-10-28
Eddie Patel Inc
DECREASED
Shares10,529 from 13,417
Change-2,888 (-22%)
Value$964.9K (-$264.6K)
Filed 2026-11-02
Realta Investment Advisors
INCREASED
Shares10,519 from 6,967
Change+3,552 (+51%)
Value$964.0K (+$325.6K)
Filed 2026-10-14
Steel Grove Capital Advisors, LLC
DECREASED
Shares10,517 from 12,122
Change-1,605 (-13%)
Value$963.8K (-$147.1K)
Filed 2026-10-13
Nfsg Corp
INCREASED
Shares10,480 from 8,147
Change+2,333 (+29%)
Value$960.4K (+$213.8K)
Filed 2026-10-15
TFB Advisors LLC
DECREASED
Shares10,366 from 28,337
Change-17,971 (-63%)
Value$949.9K (-$1.6M)
Filed 2026-11-02
Pittenger & Anderson Inc
NEW
Shares10,260
Change+10,260
Value$940.2K
Filed 2026-11-02
Wealth Architects, LLC
INCREASED
Shares10,093 from 10,003
Change+90 (+1%)
Value$925.0K (+$8.2K)
Filed 2026-11-03
SeaCrest Wealth Management, LLC
INCREASED
Shares9,995 from 7,875
Change+2,120 (+27%)
Value$915.9K (+$194.3K)
Filed 2026-10-21
Capital Planning LLC
UNCHANGED
Shares9,861 from 9,861
Change0 (0%)
Value$903.7K ($0)
Filed 2026-10-09
Leading Edge Financial Planning LLC
DECREASED
Shares9,837 from 15,703
Change-5,866 (-37%)
Value$901.5K (-$537.6K)
Filed 2026-10-23
Occidental Asset Management, LLC
DECREASED
Shares9,763 from 10,673
Change-910 (-9%)
Value$894.7K (-$83.4K)
Filed 2026-11-05
CPR Investments Inc.
DECREASED
Shares9,509 from 19,287
Change-9,778 (-51%)
Value$871.4K (-$896.0K)
Filed 2026-10-26
Advisory Advocates, LLC
INCREASED
Shares9,444 from 7,774
Change+1,670 (+21%)
Value$865.5K (+$153.1K)
Filed 2026-11-05
Raab & Moskowitz Asset Management LLC
NEW
Shares9,388
Change+9,388
Value$860.3K
Filed 2026-11-02
MBA Advisors LLC
DECREASED
Shares9,348 from 30,888
Change-21,540 (-70%)
Value$856.7K (-$2.0M)
Filed 2026-10-29
Advisor Resource Council
INCREASED
Shares9,305 from 9,247
Change+58 (+1%)
Value$850.8K (+$5.4K)
Filed 2026-11-05
Unique Wealth, LLC
DECREASED
Shares9,246 from 10,366
Change-1,120 (-11%)
Value$847.3K (-$102.6K)
Filed 2026-10-16
Burke & Herbert Bank & Trust Co
INCREASED
Shares9,215 from 7,200
Change+2,015 (+28%)
Value$844.5K (+$184.7K)
Filed 2026-11-02
Creative Financial Designs Inc
DECREASED
Shares8,971 from 9,387
Change-416 (-4%)
Value$822.1K (-$38.1K)
Filed 2026-11-04
MFG Wealth Management, Inc.
INCREASED
Shares8,876 from 8,392
Change+484 (+6%)
Value$813.4K (+$44.4K)
Filed 2026-10-09
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares8,871 from 12,045
Change-3,174 (-26%)
Value$812.9K (-$290.9K)
Filed 2026-10-26
Hobart Private Capital, LLC
INCREASED
Shares8,680 from 8,107
Change+573 (+7%)
Value$795.4K (+$52.5K)
Filed 2026-10-19
Claro Advisors Inc.
DECREASED
Shares8,662 from 9,903
Change-1,241 (-13%)
Value$793.7K (-$113.8K)
Filed 2026-11-02
Balboa Wealth Partners
INCREASED
Shares8,604 from 6,147
Change+2,457 (+40%)
Value$788.5K (+$225.1K)
Filed 2026-10-20
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares8,602 from 6,346
Change+2,256 (+36%)
Value$788.3K (+$206.7K)
Filed 2026-10-13
SAX Wealth Advisors, LLC
INCREASED
Shares8,549 from 5,825
Change+2,724 (+47%)
Value$783.4K (+$249.6K)
Filed 2026-10-13
Richardson Financial Services Inc.
INCREASED
Shares8,512 from 2
Change+8,510 (+425500%)
Value$780.0K (+$779.9K)
Filed 2026-10-30
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares8,488 from 8,475
Change+13 (+0%)
Value$777.8K (+$1.2K)
Filed 2026-10-28
Kestra Investment Management, LLC
INCREASED
Shares8,450 from 5,412
Change+3,038 (+56%)
Value$774.3K (+$278.4K)
Filed 2026-11-04
Encompass More Asset Management
DECREASED
Shares8,394 from 498,380
Change-489,986 (-98%)
Value$769.2K (-$44.9M)
Filed 2026-10-16
CFG Wealth Management Services, Inc.
DECREASED
Shares8,390 from 19,617
Change-11,227 (-57%)
Value$766.9K (-$1.0M)
Filed 2026-10-21
Signature Estate & Investment Advisors LLC
INCREASED
Shares8,255 from 8,142
Change+113 (+1%)
Value$756.5K (+$10.4K)
Filed 2026-10-13
Retireful, LLC
INCREASED
Shares8,185 from 7,556
Change+629 (+8%)
Value$750.1K (+$57.6K)
Filed 2026-10-09
Total Clarity Wealth Management, Inc.
INCREASED
Shares8,162 from 2,387
Change+5,775 (+242%)
Value$748.0K (+$529.2K)
Filed 2026-10-26
Mitchell Sinkler & Starr
DECREASED
Shares8,021 from 9,408
Change-1,387 (-15%)
Value$735.1K (-$127.1K)
Filed 2026-10-13
Triad Wealth Partners, LLC
NEW
Shares8,000
Change+8,000
Value$733.1K
Filed 2026-10-26
Arlington Trust Co LLC
DECREASED
Shares7,999 from 10,294
Change-2,295 (-22%)
Value$733.0K (-$210.3K)
Filed 2026-10-20
Portfolio Design Labs, LLC
INCREASED
Shares7,908 from 7,860
Change+48 (+1%)
Value$724.7K (+$4.4K)
Filed 2026-11-04
Focused Alpha, LLC
NEW
Shares7,868
Change+7,868
Value$721.0K
Filed 2026-10-20
Columbia Advisory Partners LLC
INCREASED
Shares7,855 from 6,740
Change+1,115 (+17%)
Value$719.8K (+$102.2K)
Filed 2026-10-15
Total Investment Management Inc
DECREASED
Shares7,735 from 8,051
Change-316 (-4%)
Value$708.8K (-$29.3K)
Filed 2026-10-22
Meitav Investment House LTD
INCREASED
Shares7,699 from 7,372
Change+327 (+4%)
Value$705.5K (+$30.0K)
Filed 2026-10-28
Univest Financial Corp
DECREASED
Shares7,691 from 10,912
Change-3,221 (-30%)
Value$704.8K (-$295.2K)
Filed 2026-11-05
Evergreen Capital Management LLC
INCREASED
Shares7,496 from 7,220
Change+276 (+4%)
Value$686.9K (+$25.2K)
Filed 2026-10-23
Matauro, LLC
INCREASED
Shares7,452 from 4,514
Change+2,938 (+65%)
Value$682.9K (+$269.3K)
Filed 2026-11-03
Endowment Wealth Management, Inc.
INCREASED
Shares7,445 from 6,013
Change+1,432 (+24%)
Value$682.2K (+$131.2K)
Filed 2026-11-03
Left Brain Wealth Management, LLC
NEW
Shares7,439
Change+7,439
Value$681.7K
Filed 2026-10-28
Stonehaven Wealth & TAX Solutions, LLC
INCREASED
Shares7,428 from 5,159
Change+2,269 (+44%)
Value$680.7K (+$207.9K)
Filed 2026-10-22
Wealthcare Capital Management LLC
INCREASED
Shares7,379 from 6,989
Change+390 (+6%)
Value$676.2K (+$35.7K)
Filed 2026-10-21
McAdam, LLC
DECREASED
Shares7,243 from 8,124
Change-881 (-11%)
Value$663.8K (-$80.7K)
Filed 2026-10-21
Summa Corp.
INCREASED
Shares7,236 from 7,100
Change+136 (+2%)
Value$663.1K (+$12.5K)
Filed 2026-10-30
Colonial River Investments, LLC
INCREASED
Shares7,204 from 6,122
Change+1,082 (+18%)
Value$660.2K (+$99.2K)
Filed 2026-10-19
RiverTree Advisors, LLC
DECREASED
Shares7,203 from 7,575
Change-372 (-5%)
Value$660.1K (-$34.1K)
Filed 2026-10-13
Verum Partners LLC
DECREASED
Shares7,042 from 12,939
Change-5,897 (-46%)
Value$645.3K (-$540.4K)
Filed 2026-10-21
Provenance Wealth Advisors, LLC
NEW
Shares7,036
Change+7,036
Value$644.8K
Filed 2026-10-30
Beacon Bank & Trust
DECREASED
Shares6,922 from 10,307
Change-3,385 (-33%)
Value$634.3K (-$310.2K)
Filed 2026-10-27
Eagle Strategies LLC
DECREASED
Shares6,910 from 6,979
Change-69 (-1%)
Value$633.2K (-$6.3K)
Filed 2026-10-16
Traphagen Investment Advisors LLC
INCREASED
Shares6,842 from 6,273
Change+569 (+9%)
Value$627.0K (+$52.1K)
Filed 2026-10-14
Navigation Wealth Management, Inc.
INCREASED
Shares6,773 from 6,747
Change+26 (+0%)
Value$619.7K (+$1.4K)
Filed 2026-11-03
Platform Technology Partners
INCREASED
Shares6,772 from 3,745
Change+3,027 (+81%)
Value$620.6K (+$277.4K)
Filed 2026-11-02
Arkfeld Wealth Strategies, L.L.C.
INCREASED
Shares6,722 from 6,676
Change+46 (+1%)
Value$614.8K (+$4.4K)
Filed 2026-10-19
Providence First Trust Co
DECREASED
Shares6,715 from 6,865
Change-150 (-2%)
Value$615.4K (-$13.7K)
Filed 2026-11-02
Milestone Asset Management, LLC
INCREASED
Shares6,712 from 5,871
Change+841 (+14%)
Value$615.2K (+$77.1K)
Filed 2026-10-15
Clio Asset Management LLC
DECREASED
Shares6,695 from 36,012
Change-29,317 (-81%)
Value$613.5K (-$2.7M)
Filed 2026-10-13
Quadcap Wealth Management, LLC
DECREASED
Shares6,651 from 6,923
Change-272 (-4%)
Value$609.5K (-$24.9K)
Filed 2026-11-02
Pacific Excel Wealth Advisors, Inc.
NEW
Shares6,559
Change+6,559
Value$601.1K
Filed 2026-10-27
Client First Investment Management LLC
DECREASED
Shares6,402 from 6,533
Change-131 (-2%)
Value$586.7K (-$12.0K)
Filed 2026-10-09
Spectrum Asset Management, Inc. (NB )
INCREASED
Shares6,375 from 4,175
Change+2,200 (+53%)
Value$584.2K (+$201.6K)
Filed 2026-10-19
Five Pine Wealth Management
INCREASED
Shares6,372 from 5,571
Change+801 (+14%)
Value$583.9K (+$73.3K)
Filed 2026-10-20
Chicago Partners Investment Group LLC
DECREASED
Shares6,353 from 7,961
Change-1,608 (-20%)
Value$582.1K (-$147.0K)
Filed 2026-10-27
Eagle Global Advisors LLC
UNCHANGED
Shares6,350 from 6,350
Change0 (0%)
Value$581.9K ($0)
Filed 2026-11-02
Greenleaf Trust
DECREASED
Shares6,334 from 10,490
Change-4,156 (-40%)
Value$580.4K (-$380.9K)
Filed 2026-10-29
Town Capital LLC
INCREASED
Shares6,250 from 4,136
Change+2,114 (+51%)
Value$572.8K (+$193.7K)
Filed 2026-11-03
Versant Capital Management, Inc
UNCHANGED
Shares6,184 from 6,184
Change0 (0%)
Value$566.7K ($0)
Filed 2026-10-02
Mission Wealth Management, LP
INCREASED
Shares5,985 from 5,853
Change+132 (+2%)
Value$548.5K (+$12.1K)
Filed 2026-10-15
Beacon Financial Advisory LLC
DECREASED
Shares5,936 from 6,062
Change-126 (-2%)
Value$543.9K (-$11.6K)
Filed 2026-10-16
Paladin Wealth, LLC
INCREASED
Shares5,907 from 4,489
Change+1,418 (+32%)
Value$541.4K (+$130.0K)
Filed 2026-10-23
Summit Financial Strategies, Inc.
DECREASED
Shares5,898 from 6,724
Change-826 (-12%)
Value$540.5K (-$75.7K)
Filed 2026-10-14
Sloy Dahl & Holst, LLC
UNCHANGED
Shares5,775 from 5,775
Change0 (0%)
Value$529.2K ($0)
Filed 2026-10-14
Aegis Wealth Management, Inc.
NEW
Shares5,720
Change+5,720
Value$524.2K
Filed 2026-10-26
Hummer Financial Advisory Services Inc
UNCHANGED
Shares5,700 from 5,700
Change0 (0%)
Value$522.3K ($0)
Filed 2026-10-09
Councilor Wealth, LLC
INCREASED
Shares5,578 from 5,564
Change+14 (+0%)
Value$511.2K (+$1.2K)
Filed 2026-10-09
Lincoln Capital Corp
DECREASED
Shares5,572 from 7,933
Change-2,361 (-30%)
Value$510.6K (-$216.4K)
Filed 2026-10-13
Americana Partners, LLC
UNCHANGED
Shares5,502 from 5,502
Change0 (0%)
Value$504.2K ($0)
Filed 2026-10-28
GEM Asset Management, LLC
INCREASED
Shares5,500 from 4,000
Change+1,500 (+38%)
Value$504.0K (+$137.5K)
Filed 2026-10-13
Waystone Advisors LLC
UNCHANGED
Shares5,442 from 5,442
Change0 (0%)
Value$498.7K ($0)
Filed 2026-10-16
Acorn Wealth Advisors, LLC
INCREASED
Shares5,407 from 3,444
Change+1,963 (+57%)
Value$495.5K (+$179.9K)
Filed 2026-10-19
Salvus Wealth Management, LLC
INCREASED
Shares5,297 from 4,193
Change+1,104 (+26%)
Value$485.4K (+$101.2K)
Filed 2026-10-13
City Center Advisors, LLC
INCREASED
Shares5,283 from 4,078
Change+1,205 (+30%)
Value$484.2K (+$110.4K)
Filed 2026-10-08
Sound Financial Strategies Group, LLC
UNCHANGED
Shares5,279 from 5,279
Change0 (0%)
Value$483.8K ($0)
Filed 2026-10-30
Miramontes Capital, LLC
DECREASED
Shares5,175 from 5,293
Change-118 (-2%)
Value$474.2K (-$10.8K)
Filed 2026-10-19
Stegent Equity Advisors, Inc.
INCREASED
Shares5,174 from 4,983
Change+191 (+4%)
Value$474.1K (+$17.5K)
Filed 2026-10-13
Stiles Financial Services Inc
INCREASED
Shares5,116 from 5,072
Change+44 (+1%)
Value$468.8K (+$4.1K)
Filed 2026-10-30
Capital Square, LLC
DECREASED
Shares5,068 from 8,309
Change-3,241 (-39%)
Value$464.5K (-$295.6K)
Filed 2026-10-19
AlphaStar Capital Management, LLC
DECREASED
Shares5,006 from 8,292
Change-3,286 (-40%)
Value$458.7K (-$301.1K)
Filed 2026-10-16
PKS Advisory Services, LLC
UNCHANGED
Shares4,966 from 4,966
Change0 (0%)
Value$455.1K ($0)
Filed 2026-10-26
Archford Capital Strategies, LLC
NEW
Shares4,913
Change+4,913
Value$450.2K
Filed 2026-10-19
Able Financial Group, LLC
NEW
Shares4,906
Change+4,906
Value$449.6K
Filed 2026-10-14
Kings Path Partners LLC
UNCHANGED
Shares4,718 from 4,718
Change0 (0%)
Value$432.4K ($0)
Filed 2026-10-21
Andina Capital Management, LLC
DECREASED
Shares4,685 from 5,540
Change-855 (-15%)
Value$429.3K (-$78.4K)
Filed 2026-10-21
Larson Financial Group LLC
INCREASED
Shares4,672 from 4,416
Change+256 (+6%)
Value$428.1K (+$23.4K)
Filed 2026-11-05
SFG Wealth Management, Llc.
INCREASED
Shares4,647 from 4,607
Change+40 (+1%)
Value$425.9K (+$3.7K)
Filed 2026-10-23
WealthBridge Capital Management, LLC
INCREASED
Shares4,639 from 4,609
Change+30 (+1%)
Value$425.1K (+$2.7K)
Filed 2026-10-16
Gamma Investing LLC
INCREASED
Shares4,600 from 4,332
Change+268 (+6%)
Value$421.5K (+$24.6K)
Filed 2026-10-08
Enclave Advisors LLC
INCREASED
Shares4,590 from 4,581
Change+9 (+0%)
Value$420.7K (+$883)
Filed 2026-10-14
TCP Asset Management, LLC
UNCHANGED
Shares4,571 from 4,571
Change0 (0%)
Value$417.9K (-$959)
Filed 2026-10-14
Silverleafe Capital Partners, LLC
UNCHANGED
Shares4,519 from 4,519
Change0 (0%)
Value$414.1K ($0)
Filed 2026-10-02
Roman Butler Fullerton & Co
DECREASED
Shares4,510 from 5,861
Change-1,351 (-23%)
Value$413.0K (-$123.3K)
Filed 2026-10-27
CPC Advisors, LLC
DECREASED
Shares4,477 from 6,219
Change-1,742 (-28%)
Value$410.3K (-$159.6K)
Filed 2026-10-21
Wealth Advisory Solutions, LLC
DECREASED
Shares4,445 from 5,213
Change-768 (-15%)
Value$407.3K (-$70.4K)
Filed 2026-10-20
SpringVest Wealth Management LLC
INCREASED
Shares4,413 from 4,310
Change+103 (+2%)
Value$404.4K (+$9.4K)
Filed 2026-10-27
Cane Capital Partners, LLC
INCREASED
Shares4,392 from 3,995
Change+397 (+10%)
Value$402.5K (+$36.4K)
Filed 2026-10-23
Princeton Capital Management LLC
UNCHANGED
Shares4,370 from 4,370
Change0 (0%)
Value$400.5K ($0)
Filed 2026-10-27
Innova Wealth Partners
INCREASED
Shares4,368 from 3,744
Change+624 (+17%)
Value$400.3K (+$57.2K)
Filed 2026-10-21
Hamilton Capital, LLC
UNCHANGED
Shares4,330 from 4,330
Change0 (0%)
Value$396.8K ($0)
Filed 2026-10-08
Nemes Rush Group LLC
INCREASED
Shares4,286 from 4,230
Change+56 (+1%)
Value$392.8K (+$5.1K)
Filed 2026-11-04
Fulcrum Equity Management
DECREASED
Shares4,285 from 11,699
Change-7,414 (-63%)
Value$392.7K (-$679.4K)
Filed 2026-10-21
Holos Integrated Wealth LLC
DECREASED
Shares4,267 from 6,707
Change-2,440 (-36%)
Value$390.8K (-$222.6K)
Filed 2026-10-23
Ceera Investments, LLC
INCREASED
Shares4,265 from 2,785
Change+1,480 (+53%)
Value$390.8K (+$135.6K)
Filed 2026-11-02
Partners Wealth Management, LLC
NEW
Shares4,244
Change+4,244
Value$388.9K
Filed 2026-10-28
Redwood Park Advisors LLC
INCREASED
Shares4,233 from 3,926
Change+307 (+8%)
Value$388.0K (+$28.2K)
Filed 2026-11-02
New Wave Wealth Advisors LLC
NEW
Shares4,212
Change+4,212
Value$385.5K
Filed 2026-10-19
Woodward Diversified Capital, LLC
NEW
Shares4,144
Change+4,144
Value$379.8K
Filed 2026-10-21
Bond & Devick Financial Network, Inc.
UNCHANGED
Shares4,104 from 4,104
Change0 (0%)
Value$376.1K ($0)
Filed 2026-10-23
IFC & Insurance Marketing, Inc.
DECREASED
Shares4,085 from 4,256
Change-171 (-4%)
Value$374.4K (-$15.6K)
Filed 2026-10-16
Integrated Capital Management, LLC
NEW
Shares4,067
Change+4,067
Value$372.7K
Filed 2026-10-23
Lazari Capital Management, Inc.
DECREASED
Shares4,062 from 4,114
Change-52 (-1%)
Value$372.3K (-$4.8K)
Filed 2026-10-20
Madrid Financial Services
UNCHANGED
Shares4,054 from 4,054
Change0 (0%)
Value$371.5K ($0)
Filed 2026-11-03
Fire Capital Management LLC
DECREASED
Shares4,000 from 4,400
Change-400 (-9%)
Value$366.6K (-$36.7K)
Filed 2026-10-27
Texas Bank & Trust Co
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$366.6K ($0)
Filed 2026-11-04
Sterling Investment Counsel, LLC
NEW
Shares3,992
Change+3,992
Value$365.8K
Filed 2026-10-19
Sentinel Pension Advisors, LLC
INCREASED
Shares3,917 from 3,898
Change+19 (+0%)
Value$358.9K (+$2.0K)
Filed 2026-11-02
Evolution Wealth Advisors, LLC
INCREASED
Shares3,895 from 3,625
Change+270 (+7%)
Value$356.9K (+$24.8K)
Filed 2026-11-03
Northeast Investment Management
NEW
Shares3,861
Change+3,861
Value$353.8K
Filed 2026-10-30
Transcendent Capital Group LLC
UNCHANGED
Shares3,805 from 3,805
Change0 (0%)
Value$348.7K ($0)
Filed 2026-10-28
Cypress Wealth Services, LLC
INCREASED
Shares3,759 from 2,369
Change+1,390 (+59%)
Value$343.8K (+$126.7K)
Filed 2026-10-21
Courier Capital LLC
DECREASED
Shares3,744 from 8,091
Change-4,347 (-54%)
Value$343.1K (-$398.4K)
Filed 2026-10-19
Worth Financial Advisory Group, LLC
DECREASED
Shares3,678 from 3,996
Change-318 (-8%)
Value$337.1K (-$29.1K)
Filed 2026-10-19
Brighton Jones LLC
NEW
Shares3,669
Change+3,669
Value$336.2K
Filed 2026-11-03
DSG Capital Advisors, LLC
DECREASED
Shares3,560 from 4,105
Change-545 (-13%)
Value$326.2K (-$49.4K)
Filed 2026-11-05
A4 Wealth Advisors LLC
DECREASED
Shares3,500 from 3,953
Change-453 (-11%)
Value$320.8K (-$41.5K)
Filed 2026-10-20
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$320.7K ($0)
Filed 2026-10-13
Rede Wealth, LLC
DECREASED
Shares3,469 from 3,488
Change-19 (-1%)
Value$317.9K (-$1.7K)
Filed 2026-10-22
Calamos Advisors LLC
NEW
Shares3,433
Change+3,433
Value$314.6K
Filed 2026-11-02
Tableaux LLC
UNCHANGED
Shares3,429 from 3,429
Change0 (0%)
Value$314.2K ($0)
Filed 2026-10-23
Strategy Asset Managers LLC
INCREASED
Shares3,402 from 2,916
Change+486 (+17%)
Value$311.8K (+$44.5K)
Filed 2026-10-14
Weaver Consulting Group
INCREASED
Shares3,380 from 2,997
Change+383 (+13%)
Value$309.7K (+$35.1K)
Filed 2026-10-07
Farrow Financial, Inc.
DECREASED
Shares3,366 from 4,196
Change-830 (-20%)
Value$308.5K (-$76.1K)
Filed 2026-10-30
HUB Investment Partners, LLC
NEW
Shares3,363
Change+3,363
Value$308.2K
Filed 2026-11-03
Fonville Wealth Management LLC
DECREASED
Shares3,357 from 3,964
Change-607 (-15%)
Value$307.6K (-$55.7K)
Filed 2026-10-28
Nvwm, LLC
DECREASED
Shares3,330 from 4,280
Change-950 (-22%)
Value$305.2K (-$87.1K)
Filed 2026-10-14
Central Trust Co
DECREASED
Shares3,306 from 3,688
Change-382 (-10%)
Value$303.0K (-$35.0K)
Filed 2026-11-05
Paragon Private Wealth Management, LLC
DECREASED
Shares3,209 from 3,595
Change-386 (-11%)
Value$294.1K (-$35.4K)
Filed 2026-10-20
True Private Wealth Advisors
DECREASED
Shares3,182 from 3,247
Change-65 (-2%)
Value$291.7K (-$5.9K)
Filed 2026-10-19
EdgeRock Capital LLC
DECREASED
Shares3,151 from 3,191
Change-40 (-1%)
Value$288.8K (-$3.7K)
Filed 2026-11-03
Avidian Wealth Enterprises, LLC
DECREASED
Shares3,142 from 4,793
Change-1,651 (-34%)
Value$287.9K (-$151.3K)
Filed 2026-10-08
Swmg, LLC
DECREASED
Shares3,140 from 19,030
Change-15,890 (-83%)
Value$287.6K (-$1.5M)
Filed 2026-10-23
Novem Group
INCREASED
Shares3,138 from 2,686
Change+452 (+17%)
Value$287.6K (+$41.4K)
Filed 2026-10-19
Thompson Siegel & Walmsley LLC
INCREASED
Shares3,112 from 2,457
Change+655 (+27%)
Value$285 (-$224.7K)
Filed 2026-11-05
Syntegra Private Wealth Group, LLC
INCREASED
Shares3,109 from 3,104
Change+5 (+0%)
Value$284.9K (+$474)
Filed 2026-10-13
Soundwatch Capital LLC
INCREASED
Shares3,093 from 2,450
Change+643 (+26%)
Value$282.8K (+$58.3K)
Filed 2026-11-04
True Freedom Investing, LLC
INCREASED
Shares3,089 from 2,541
Change+548 (+22%)
Value$283.0K (+$50.2K)
Filed 2026-10-29
Broussard Financial Group LLC
DECREASED
Shares3,077 from 23,193
Change-20,116 (-87%)
Value$282.0K (-$1.8M)
Filed 2026-10-26
Capital Advisors Wealth Management, LLC
UNCHANGED
Shares3,001 from 3,001
Change0 (0%)
Value$275.0K ($0)
Filed 2026-10-09
Cantor Fitzgerald Investment Advisors L.P.
DECREASED
Shares2,951 from 5,879
Change-2,928 (-50%)
Value$270.4K (-$268.3K)
Filed 2026-10-21
Clean Yield Group
INCREASED
Shares2,943 from 2,340
Change+603 (+26%)
Value$269.7K (+$55.3K)
Filed 2026-10-28
SimpliFi, Inc.
INCREASED
Shares2,942 from 2,916
Change+26 (+1%)
Value$269.6K (+$2.4K)
Filed 2026-10-28
Signature Equity Partners, LLC
INCREASED
Shares2,932 from 1,619
Change+1,313 (+81%)
Value$268.7K (+$120.4K)
Filed 2026-10-29
ARS Wealth Advisors Group, LLC
INCREASED
Shares2,919 from 2,623
Change+296 (+11%)
Value$267.5K (+$27.1K)
Filed 2026-10-16
Lockerman Financial Group, Inc.
NEW
Shares2,896
Change+2,896
Value$265.4K
Filed 2026-10-19
Elevate Capital Advisors, LLC
INCREASED
Shares2,854 from 2,802
Change+52 (+2%)
Value$261.6K (+$4.8K)
Filed 2026-11-02
PFW Advisors LLC
DECREASED
Shares2,853 from 5,434
Change-2,581 (-47%)
Value$261.4K (-$236.5K)
Filed 2026-10-07
Gateway Investment Advisers LLC
DECREASED
Shares2,853 from 2,877
Change-24 (-1%)
Value$261.4K (-$2.2K)
Filed 2026-10-13
Summit Investment Advisory Services, LLC
NEW
Shares2,822
Change+2,822
Value$258.6K
Filed 2026-11-03
Indivisible Partners
DECREASED
Shares2,804 from 3,444
Change-640 (-19%)
Value$256.9K (-$58.7K)
Filed 2026-10-26
Keeler Thomas Management LLC
INCREASED
Shares2,793 from 2,637
Change+156 (+6%)
Value$256.0K (+$14.3K)
Filed 2026-10-29
Smith Salley Wealth Management
INCREASED
Shares2,771 from 2,763
Change+8 (+0%)
Value$253.9K (+$734)
Filed 2026-11-03
Verity Asset Management, Inc.
INCREASED
Shares2,770 from 2,746
Change+24 (+1%)
Value$253.8K (+$2.2K)
Filed 2026-10-30
Secure Asset Management, LLC
INCREASED
Shares2,764 from 2,692
Change+72 (+3%)
Value$253.3K (+$6.6K)
Filed 2026-10-19
Redhawk Wealth Advisors, Inc.
NEW
Shares2,758
Change+2,758
Value$252.8K
Filed 2026-10-14
Valtinson Bruner Financial Planning LLC
DECREASED
Shares2,745 from 3,637
Change-892 (-25%)
Value$251.6K (-$81.7K)
Filed 2026-11-02
First Heartland Consultants, Inc.
DECREASED
Shares2,744 from 3,071
Change-327 (-11%)
Value$251.5K (-$30.0K)
Filed 2026-10-08
Triumph Capital Management
DECREASED
Shares2,743 from 3,093
Change-350 (-11%)
Value$251.4K (-$32.1K)
Filed 2026-10-14
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares2,731 from 2,731
Change0 (0%)
Value$250.3K ($0)
Filed 2026-10-15
Fortitude Advisory Group L.L.C.
NEW
Shares2,729
Change+2,729
Value$250.1K
Filed 2026-10-15
R2 Capital Strategies, LLC
DECREASED
Shares2,713 from 3,162
Change-449 (-14%)
Value$248.6K (-$41.1K)
Filed 2026-10-15
HCR Wealth Advisors
UNCHANGED
Shares2,700 from 2,700
Change0 (0%)
Value$247.5K ($0)
Filed 2026-10-15
Blume Capital Management, Inc.
DECREASED
Shares2,672 from 2,752
Change-80 (-3%)
Value$244.9K (-$7.3K)
Filed 2026-10-26
LightSquare Wealth Management, LLC
NEW
Shares2,646
Change+2,646
Value$242.5K
Filed 2026-11-03
Kelly Financial Group LLC
UNCHANGED
Shares2,623 from 2,623
Change0 (0%)
Value$240.4K ($0)
Filed 2026-10-16
Argyle Capital Partners, LLC
INCREASED
Shares2,590 from 2,218
Change+372 (+17%)
Value$237.4K (+$34.1K)
Filed 2026-10-23
Naples Global Advisors, LLC
DECREASED
Shares2,565 from 2,635
Change-70 (-3%)
Value$235.1K (-$6.4K)
Filed 2026-11-05
United Asset Strategies, Inc.
DECREASED
Shares2,556 from 4,900
Change-2,344 (-48%)
Value$234.2K (-$214.8K)
Filed 2026-10-28
Lodestone Wealth Management LLC
DECREASED
Shares2,548 from 2,973
Change-425 (-14%)
Value$233.5K (-$38.9K)
Filed 2026-10-14
Heritage Wealth Management, Inc.
DECREASED
Shares2,437 from 3,087
Change-650 (-21%)
Value$223.3K (-$59.6K)
Filed 2026-10-28
Uptick Partners, LLC
DECREASED
Shares2,405 from 3,826
Change-1,421 (-37%)
Value$220.4K (-$130.2K)
Filed 2026-11-04
ARQ Wealth Advisors, LLC
DECREASED
Shares2,400 from 2,700
Change-300 (-11%)
Value$219.9K (-$27.3K)
Filed 2026-10-29
Phraction Management LLC
UNCHANGED
Shares2,383 from 2,383
Change0 (0%)
Value$218.4K ($0)
Filed 2026-10-14
Apeiron RIA LLC
NEW
Shares2,376
Change+2,376
Value$217.2K
Filed 2026-10-08
Legacy Wealth Partners, LLC
DECREASED
Shares2,349 from 14,406
Change-12,057 (-84%)
Value$215.3K (-$1.1M)
Filed 2026-10-15
Howard Financial Services, Ltd.
DECREASED
Shares2,338 from 3,541
Change-1,203 (-34%)
Value$214.3K (-$110.2K)
Filed 2026-10-15
Absolute Capital Management, LLC
NEW
Shares2,333
Change+2,333
Value$213.9K
Filed 2026-10-16
Formidable Asset Management, LLC
DECREASED
Shares2,333 from 3,223
Change-890 (-28%)
Value$213.8K (-$81.6K)
Filed 2026-11-03
Lake Street Private Wealth, LLC
INCREASED
Shares2,328 from 2,306
Change+22 (+1%)
Value$213.3K (+$1.9K)
Filed 2026-10-22
Portland Financial Advisors Inc
DECREASED
Shares2,322 from 2,950
Change-628 (-21%)
Value$212.8K (-$57.6K)
Filed 2026-10-26
Greenwood Gearhart LLC
NEW
Shares2,306
Change+2,306
Value$211.3K
Filed 2026-11-02
Financial Architects, LLC
NEW
Shares2,285
Change+2,285
Value$209.4K
Filed 2026-10-13
Advisory Solutions Group, LLC
DECREASED
Shares2,285 from 4,213
Change-1,928 (-46%)
Value$209.4K (-$176.7K)
Filed 2026-10-14
Valeo Financial Advisors, LLC
DECREASED
Shares2,283 from 2,665
Change-382 (-14%)
Value$209.2K (-$35.0K)
Filed 2026-10-08
Prosperity Financial Group, Inc.
NEW
Shares2,255
Change+2,255
Value$206.6K
Filed 2026-10-29
Columbia Asset Management
UNCHANGED
Shares2,250 from 2,250
Change0 (0%)
Value$206.2K ($0)
Filed 2026-10-19
Penobscot Investment Management Company, Inc.
UNCHANGED
Shares2,230 from 2,230
Change0 (0%)
Value$204.4K ($0)
Filed 2026-10-26
Thrive Wealth Management, LLC
DECREASED
Shares2,222 from 2,866
Change-644 (-22%)
Value$203.6K (-$59.0K)
Filed 2026-10-13
Cottage Street Advisors LLC
INCREASED
Shares2,212 from 2,192
Change+20 (+1%)
Value$202.7K (+$1.8K)
Filed 2026-10-19
FIG Financial Advisory Services Inc
DECREASED
Shares2,209 from 2,848
Change-639 (-22%)
Value$202.4K (-$58.6K)
Filed 2026-10-07
First Premier Bank
NEW
Shares2,184
Change+2,184
Value$200
Filed 2026-10-13
Virginia Estate & Retirement Planning Advisors Inc.
NEW
Shares2,049
Change+2,049
Value$187.8K
Filed 2026-10-14
CX Institutional
UNCHANGED
Shares1,926 from 1,926
Change0 (0%)
Value$176 ($0)
Filed 2026-10-02
Godsey & Gibb, Inc
DECREASED
Shares1,870 from 2,845
Change-975 (-34%)
Value$171.4K (-$89.3K)
Filed 2026-10-14
Acropolis Investment Management, LLC
NEW
Shares1,635
Change+1,635
Value$149.8K
Filed 2026-10-08
Armstrong Advisory Group, Inc
DECREASED
Shares1,627 from 1,628
Change-1 (0%)
Value$149.1K (-$81)
Filed 2026-10-09
Evolution Wealth Management Inc.
INCREASED
Shares1,321 from 1,232
Change+89 (+7%)
Value$121.1K (+$8.2K)
Filed 2026-10-28
Covestor Ltd
DECREASED
Shares1,313 from 3,667
Change-2,354 (-64%)
Value$120 (-$335.9K)
Filed 2026-10-30
Ascentis Wealth Management, LLC
INCREASED
Shares1,143 from 708
Change+435 (+61%)
Value$104.8K (+$39.9K)
Filed 2026-11-03
Clark Wealth Partners
INCREASED
Shares1,089 from 1,079
Change+10 (+1%)
Value$99.8K (+$890)
Filed 2026-10-19
Angeles Wealth Management, LLC
UNCHANGED
Shares1,009 from 1,009
Change0 (0%)
Value$92.5K ($0)
Filed 2026-10-26
Phillip James Consulting Co.
NEW
Shares952
Change+952
Value$87.2K
Filed 2026-11-03
WPG Advisers, LLC
INCREASED
Shares850 from 795
Change+55 (+7%)
Value$77.9K (+$5.0K)
Filed 2026-10-27
Golden State Wealth Management, LLC
DECREASED
Shares742 from 1,133
Change-391 (-35%)
Value$68.0K (-$35.8K)
Filed 2026-11-02
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares705 from 705
Change0 (0%)
Value$64.6K ($0)
Filed 2026-10-16
Lloyd Advisory Services, Llc.
INCREASED
Shares704 from 699
Change+5 (+1%)
Value$64.6K (+$493)
Filed 2026-11-02
Washington Trust Advisors, Inc.
DECREASED
Shares662 from 1,006
Change-344 (-34%)
Value$60.7K (-$31.5K)
Filed 2026-10-22
Cassaday & Co Wealth Management LLC
INCREASED
Shares645 from 354
Change+291 (+82%)
Value$59.1K (+$26.7K)
Filed 2026-10-27
Winthrop Capital Management, LLC
UNCHANGED
Shares589 from 589
Change0 (0%)
Value$54.0K (-$24)
Filed 2026-11-05
Cullen T Bankers, Inc.
DECREASED
Shares584 from 996
Change-412 (-41%)
Value$53.5K (-$37.7K)
Filed 2026-10-28
Bangor Savings Bank
UNCHANGED
Shares546 from 546
Change0 (0%)
Value$50.0K ($0)
Filed 2026-10-06
Networth Advisors, LLC
NEW
Shares540
Change+540
Value$49.5K
Filed 2026-11-03
First Bancorp, Inc
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$45.8K ($0)
Filed 2026-10-26
Weaver Capital Management LLC
UNCHANGED
Shares493 from 493
Change0 (0%)
Value$45.2K ($0)
Filed 2026-10-15
Trust Co of Vermont
DECREASED
Shares455 from 480
Change-25 (-5%)
Value$41.7K (-$2.3K)
Filed 2026-10-21
City State Bank
INCREASED
Shares453 from 107
Change+346 (+323%)
Value$41.5K (+$31.7K)
Filed 2026-10-20
Glass Jacobson Investment Advisors llc
INCREASED
Shares446 from 442
Change+4 (+1%)
Value$40.8K (+$364)
Filed 2026-10-26
Compass Financial Management LLC
INCREASED
Shares427 from 375
Change+52 (+14%)
Value$39.1K (+$4.8K)
Filed 2026-10-30
Topor & Co. Korea
DECREASED
Shares425 from 2,758
Change-2,333 (-85%)
Value$38.9K (-$213.8K)
Filed 2026-10-22
Allspring Global Investments Holdings, LLC
DECREASED
Shares401 from 434
Change-33 (-8%)
Value$36.7K (-$3.0K)
Filed 2026-11-04
3 Factor Indexing, LLC
UNCHANGED
Shares397 from 397
Change0 (0%)
Value$36.4K ($0)
Filed 2026-10-15
Wilmington Savings Fund Society, FSB
NEW
Shares394
Change+394
Value$36.1K
Filed 2026-10-23
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$34.4K ($0)
Filed 2026-11-02
Balentine LLC
INCREASED
Shares357 from 335
Change+22 (+7%)
Value$32.7K (+$2.0K)
Filed 2026-11-03
Latitude Advisors, LLC
NEW
Shares341
Change+341
Value$31.3K
Filed 2026-10-27
Align Financial, LLC
UNCHANGED
Shares334 from 334
Change0 (0%)
Value$30.6K ($0)
Filed 2026-10-16
Silver Grove Financial Group, Inc.
INCREASED
Shares332 from 277
Change+55 (+20%)
Value$30.4K (+$5.0K)
Filed 2026-11-05
Kroeger Financial Partners
INCREASED
Shares287 from 279
Change+8 (+3%)
Value$26.3K (+$733)
Filed 2026-10-19
Provident Wealth Management, LLC
INCREASED
Shares273 from 261
Change+12 (+5%)
Value$25.0K (+$1.1K)
Filed 2026-10-20
Piscataqua Savings Bank
UNCHANGED
Shares263 from 263
Change0 (0%)
Value$24.1K ($0)
Filed 2026-10-21
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares222 from 3,062
Change-2,840 (-93%)
Value$20.3K (-$260.3K)
Filed 2026-10-14
Main Street Group, LTD
UNCHANGED
Shares220 from 220
Change0 (0%)
Value$20.2K ($0)
Filed 2026-10-28
Rakuten Investment Management, Inc.
NEW
Shares197
Change+197
Value$18.1K
Filed 2026-10-30
Rudd Co d/b/a Styre Wealth
NEW
Shares192
Change+192
Value$17.6K
Filed 2026-10-29
Mosley Wealth Management
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$15.6K (-$17)
Filed 2026-10-16
Moisand Fitzgerald Tamayo, LLC
NEW
Shares161
Change+161
Value$14.8K
Filed 2026-10-15
Avion Wealth
UNCHANGED
Shares152 from 152
Change0 (0%)
Value$13 ($0)
Filed 2026-11-04
Mather Group, Llc.
DECREASED
Shares105 from 2,802
Change-2,697 (-96%)
Value$9.6K (-$247.2K)
Filed 2026-10-14
Reap Financial Group, LLC
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$9.4K ($0)
Filed 2026-11-02
Trust Co
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$7.1K ($0)
Filed 2026-10-09
IMG Wealth Management, Inc.
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$7.1K (+$63)
Filed 2026-10-27
Rydar Equities, Inc.
NEW
Shares74
Change+74
Value$6.8K
Filed 2026-10-13
Root Financial Partners, LLC
NEW
Shares62
Change+62
Value$5.7K
Filed 2026-10-21
Birch Financial Group, LLC
NEW
Shares52
Change+52
Value$4.8K
Filed 2026-10-27
Princeton Global Asset Management LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$4.6K ($0)
Filed 2026-10-21
Key FInancial Inc
NEW
Shares47
Change+47
Value$4.3K
Filed 2026-11-02
Pinnacle Bancorp, Inc.
DECREASED
Shares47 from 230
Change-183 (-80%)
Value$4.3K (-$16.8K)
Filed 2026-10-21
Bayban
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$4.0K ($0)
Filed 2026-11-05
Townsend Asset Management Corp
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$3.9K ($0)
Filed 2026-10-29
Westside Investment Management, Inc.
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$3.5K ($0)
Filed 2026-11-02
Nova Financial LLC
NEW
Shares37
Change+37
Value$3.4K
Filed 2026-11-04
Kingdom Financial Group Llc.
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$3.2K ($0)
Filed 2026-11-04
Vermillion Wealth Management, Inc.
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$2.9K ($0)
Filed 2026-10-26
POM Investment Strategies, LLC
INCREASED
Shares29 from 28
Change+1 (+4%)
Value$2.6K (+$22)
Filed 2026-10-20
Signaturefd, LLC
DECREASED
Shares21 from 46
Change-25 (-54%)
Value$1.9K (-$2.3K)
Filed 2026-10-23
NBH Bank
NEW
Shares17
Change+17
Value$1.6K
Filed 2026-11-05
Bfsg, LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$1.5K ($0)
Filed 2026-10-30
CKW Financial Group
NEW
Shares12
Change+12
Value$1
Filed 2026-10-29
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$896 (+$7)
Filed 2026-10-16
Vima LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$705 (+$6)
Filed 2026-10-23
Valley National Advisers Inc
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$550 ($0)
Filed 2026-10-23
DecisionPoint Financial, LLC
NEW
Shares1
Change+1
Value$92
Filed 2026-10-27
Tounjian Advisory Partners, LLC
DECREASED
Shares1 from 7
Change-6 (-86%)
Value$108 (-$534)
Filed 2026-11-04
Raleigh Capital Management Inc.
DECREASED
Shares1 from 2
Change-1 (-50%)
Value$91 (-$66)
Filed 2026-10-28
Rachor Investment Advisory Services, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$110 (+$1)
Filed 2026-10-29
Jefferies Financial Group Inc.
CLOSED
Shares0 from 615,651
Change-615,651 (-100%)
Value$0 (-$56.4M)
Filed 2026-11-05
Capital Investment Advisory Services, LLC
CLOSED
Shares0 from 550,727
Change-550,727 (-100%)
Value$0 (-$50.5M)
Filed 2026-10-30
Valence8 US LP
CLOSED
Shares0 from 307,308
Change-307,308 (-100%)
Value$0 (-$28.2M)
Filed 2026-11-03
Hofer & Associates. Inc
CLOSED
Shares0 from 181,339
Change-181,339 (-100%)
Value$0 (-$16.6M)
Filed 2026-10-13
MinichMacGregor Wealth Management, LLC
CLOSED
Shares0 from 112,959
Change-112,959 (-100%)
Value$0 (-$10.4M)
Filed 2026-10-14
IronBridge Private Wealth, LLC
CLOSED
Shares0 from 73,439
Change-73,439 (-100%)
Value$0 (-$6.7M)
Filed 2026-11-03
Scarborough Advisors, LLC
CLOSED
Shares0 from 56,790
Change-56,790 (-100%)
Value$0 (-$5.2M)
Filed 2026-10-16
Clear Creek Financial Management, LLC
CLOSED
Shares0 from 47,505
Change-47,505 (-100%)
Value$0 (-$4.4M)
Filed 2026-10-28
Point Nemo Capital, LLC
CLOSED
Shares0 from 39,618
Change-39,618 (-100%)
Value$0 (-$3.6M)
Filed 2026-11-03
Quattro Financial Advisors LLC
CLOSED
Shares0 from 26,720
Change-26,720 (-100%)
Value$0 (-$2.4M)
Filed 2026-10-15
Axim Planning & Wealth
CLOSED
Shares0 from 24,316
Change-24,316 (-100%)
Value$0 (-$2.2M)
Filed 2026-10-28
Rational Advisors, Inc.
CLOSED
Shares0 from 17,970
Change-17,970 (-100%)
Value$0 (-$1.6M)
Filed 2026-11-02
World Equity Group, Inc.
CLOSED
Shares0 from 16,612
Change-16,612 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-14
Private Wealth Group, LLC
CLOSED
Shares0 from 13,987
Change-13,987 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-19
One Wealth Capital Management, LLC
CLOSED
Shares0 from 13,244
Change-13,244 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-23
Hutchens & Kramer Investment Management Group, LLC
CLOSED
Shares0 from 12,787
Change-12,787 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-16
YHB Investment Advisors, Inc.
CLOSED
Shares0 from 10,915
Change-10,915 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-08
Collaborative Fund Advisors, LLC
CLOSED
Shares0 from 8,658
Change-8,658 (-100%)
Value$0 (-$793.4K)
Filed 2026-11-02
Ehrlich Financial Group
CLOSED
Shares0 from 7,908
Change-7,908 (-100%)
Value$0 (-$724.7K)
Filed 2026-10-20
Lesa Sroufe & Co
CLOSED
Shares0 from 7,608
Change-7,608 (-100%)
Value$0 (-$697.0K)
Filed 2026-10-29
FSA Investment Group, LLC
CLOSED
Shares0 from 7,366
Change-7,366 (-100%)
Value$0 (-$675.0K)
Filed 2026-10-07
Harbor Capital Advisors, Inc.
CLOSED
Shares0 from 6,544
Change-6,544 (-100%)
Value$0 (-$600.0K)
Filed 2026-10-22
Laurel OAK Wealth Management, LLC
CLOSED
Shares0 from 6,180
Change-6,180 (-100%)
Value$0 (-$566.4K)
Filed 2026-10-19
Joel Isaacson & Co., LLC
CLOSED
Shares0 from 6,149
Change-6,149 (-100%)
Value$0 (-$563.5K)
Filed 2026-11-05
Winthrop Advisory Group LLC
CLOSED
Shares0 from 5,928
Change-5,928 (-100%)
Value$0 (-$543.2K)
Filed 2026-10-22
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 5,684
Change-5,684 (-100%)
Value$0 (-$520.9K)
Filed 2026-11-03
Bdfs Capital LLC
CLOSED
Shares0 from 5,160
Change-5,160 (-100%)
Value$0 (-$472.9K)
Filed 2026-10-14
Rebalance, LLC
CLOSED
Shares0 from 4,426
Change-4,426 (-100%)
Value$0 (-$405.6K)
Filed 2026-10-22
KFG Wealth Management, LLC
CLOSED
Shares0 from 4,004
Change-4,004 (-100%)
Value$0 (-$367.0K)
Filed 2026-10-16
Investment Advisory Services Inc
CLOSED
Shares0 from 3,857
Change-3,857 (-100%)
Value$0 (-$353.5K)
Filed 2026-10-27
Visionary Wealth Advisors
CLOSED
Shares0 from 3,452
Change-3,452 (-100%)
Value$0 (-$316.3K)
Filed 2026-11-04
Cypress Point Wealth Management, LLC
CLOSED
Shares0 from 3,385
Change-3,385 (-100%)
Value$0 (-$310.2K)
Filed 2026-11-03
Cidel Asset Management Inc
CLOSED
Shares0 from 3,360
Change-3,360 (-100%)
Value$0 (-$307.9K)
Filed 2026-10-29
Robertson Stephens Wealth Management, LLC
CLOSED
Shares0 from 3,328
Change-3,328 (-100%)
Value$0 (-$305.0K)
Filed 2026-10-16
International Private Wealth Advisors LLC
CLOSED
Shares0 from 3,326
Change-3,326 (-100%)
Value$0 (-$304.8K)
Filed 2026-11-05
Decker Retirement Planning Inc.
CLOSED
Shares0 from 3,020
Change-3,020 (-100%)
Value$0 (-$276.8K)
Filed 2026-10-19
Northland Securities, Inc.
CLOSED
Shares0 from 2,928
Change-2,928 (-100%)
Value$0 (-$268.3K)
Filed 2026-11-02
RF&L Wealth Management, LLC
CLOSED
Shares0 from 2,665
Change-2,665 (-100%)
Value$0 (-$244.2K)
Filed 2026-10-20
MRA Advisory Group
CLOSED
Shares0 from 2,597
Change-2,597 (-100%)
Value$0 (-$238.0K)
Filed 2026-10-07
Chicago Capital, LLC
CLOSED
Shares0 from 2,577
Change-2,577 (-100%)
Value$0 (-$236.2K)
Filed 2026-10-13
Affiance Financial, LLC
CLOSED
Shares0 from 2,567
Change-2,567 (-100%)
Value$0 (-$235.2K)
Filed 2026-10-15
Clifford Swan Investment Counsel LLC
CLOSED
Shares0 from 2,562
Change-2,562 (-100%)
Value$0 (-$234.8K)
Filed 2026-11-05
Williams Jones Wealth Management, Llc.
CLOSED
Shares0 from 2,409
Change-2,409 (-100%)
Value$0 (-$220.8K)
Filed 2026-11-05
Argos Wealth Advisors, LLC
CLOSED
Shares0 from 2,394
Change-2,394 (-100%)
Value$0 (-$219.4K)
Filed 2026-11-02
Manchester Financial Inc
CLOSED
Shares0 from 2,339
Change-2,339 (-100%)
Value$0 (-$214.3K)
Filed 2026-10-15
LFG Wealth Partners, LLC
CLOSED
Shares0 from 2,270
Change-2,270 (-100%)
Value$0 (-$208.0K)
Filed 2026-10-28
Clark Asset Management, LLC
CLOSED
Shares0 from 2,188
Change-2,188 (-100%)
Value$0 (-$200.5K)
Filed 2026-10-19
Austin Asset Management Co Inc
CLOSED
Shares0 from 2,188
Change-2,188 (-100%)
Value$0 (-$200.5K)
Filed 2026-10-29
GFS Advisors, LLC
CLOSED
Shares0 from 2,150
Change-2,150 (-100%)
Value$0 (-$714.4K)
Filed 2026-11-03
Essential Partners LLC
CLOSED
Shares0 from 2,088
Change-2,088 (-100%)
Value$0 (-$191.4K)
Filed 2026-10-14
NBT Bank, N.A.
CLOSED
Shares0 from 1,970
Change-1,970 (-100%)
Value$0 (-$180.5K)
Filed 2026-10-21
EPG Wealth Management LLC
CLOSED
Shares0 from 799
Change-799 (-100%)
Value$0 (-$73.2K)
Filed 2026-11-03
Deane Retirement Strategies, Inc.
CLOSED
Shares0 from 675
Change-675 (-100%)
Value$0 (-$61.9K)
Filed 2026-10-09
Solstein Capital, LLC
CLOSED
Shares0 from 653
Change-653 (-100%)
Value$0 (-$59.8K)
Filed 2026-11-02
Gill Capital Partners, LLC
CLOSED
Shares0 from 111
Change-111 (-100%)
Value$0 (-$10.2K)
Filed 2026-10-13
Investment Research & Advisory Group, Inc.
CLOSED
Shares0 from 110
Change-110 (-100%)
Value$0 (-$10.1K)
Filed 2026-10-19
Wellington Shields & Co., LLC
CLOSED
Shares0 from 99
Change-99 (-100%)
Value$0 (-$9.1K)
Filed 2026-11-03
Davis Capital Management
CLOSED
Shares0 from 53
Change-53 (-100%)
Value$0 (-$4.9K)
Filed 2026-10-08
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 41
Change-41 (-100%)
Value$0 (-$3.8K)
Filed 2026-11-04
RMG Wealth Management LLC
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$3.7K)
Filed 2026-10-26
Cornerstone Planning Group LLC
CLOSED
Shares0 from 37
Change-37 (-100%)
Value$0 (-$3.4K)
Filed 2026-10-16
Sunrise Financial Services, LLC
CLOSED
Shares0 from 21
Change-21 (-100%)
Value$0 (-$1.9K)
Filed 2026-10-21
Bokf, NA
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$458)
Filed 2026-10-27
Valley Wealth Managers, Inc.
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$275)
Filed 2026-10-09
Morgan Stanley
N/A
Shares— from 29,155,721
Change-29,155,721 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 16,503,919
Change-16,503,919 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 15,528,204
Change-15,528,204 (-100%)
Value—
UBS Group AG
N/A
Shares— from 9,070,949
Change-9,070,949 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 8,400,726
Change-8,400,726 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 7,879,830
Change-7,879,830 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 5,550,817
Change-5,550,817 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 5,372,088
Change-5,372,088 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 4,976,098
Change-4,976,098 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 4,690,811
Change-4,690,811 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 4,581,240
Change-4,581,240 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 4,256,087
Change-4,256,087 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 3,645,961
Change-3,645,961 (-100%)
Value—
Capital International Investors
N/A
Shares— from 3,379,631
Change-3,379,631 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 3,300,147
Change-3,300,147 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 3,263,555
Change-3,263,555 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 2,856,988
Change-2,856,988 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,449,046
Change-2,449,046 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 2,168,459
Change-2,168,459 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 1,924,690
Change-1,924,690 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 1,777,681
Change-1,777,681 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 1,688,043
Change-1,688,043 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 1,668,884
Change-1,668,884 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,567,069
Change-1,567,069 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,306,951
Change-1,306,951 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 1,137,302
Change-1,137,302 (-100%)
Value—
Sprott Inc.
N/A
Shares— from 1,100,998
Change-1,100,998 (-100%)
Value—
Sandhill Capital Partners LLC
N/A
Shares— from 1,093,403
Change-1,093,403 (-100%)
Value—
First Eagle Investment Management, LLC
N/A
Shares— from 1,077,155
Change-1,077,155 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,076,208
Change-1,076,208 (-100%)
Value—
ArrowMark Colorado Holdings LLC
N/A
Shares— from 982,494
Change-982,494 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 951,255
Change-951,255 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 881,426
Change-881,426 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 841,692
Change-841,692 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 727,796
Change-727,796 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 704,593
Change-704,593 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 681,629
Change-681,629 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 677,106
Change-677,106 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 641,290
Change-641,290 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 636,167
Change-636,167 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 603,390
Change-603,390 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 600,968
Change-600,968 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 592,581
Change-592,581 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 590,260
Change-590,260 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 588,856
Change-588,856 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 571,699
Change-571,699 (-100%)
Value—
12th Street Asset Management Company, LLC
N/A
Shares— from 562,486
Change-562,486 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 557,601
Change-557,601 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 500,304
Change-500,304 (-100%)
Value—
&partners
N/A
Shares— from 500,157
Change-500,157 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 494,011
Change-494,011 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 486,811
Change-486,811 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 469,315
Change-469,315 (-100%)
Value—
Sollinda Capital Management LLC
N/A
Shares— from 468,486
Change-468,486 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 462,954
Change-462,954 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 458,902
Change-458,902 (-100%)
Value—
Capital World Investors
N/A
Shares— from 446,094
Change-446,094 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 440,741
Change-440,741 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 431,114
Change-431,114 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 418,822
Change-418,822 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 404,120
Change-404,120 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 392,492
Change-392,492 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 387,141
Change-387,141 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 382,700
Change-382,700 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 377,051
Change-377,051 (-100%)
Value—
Brasada Capital Management, LP
N/A
Shares— from 367,539
Change-367,539 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 366,203
Change-366,203 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 356,604
Change-356,604 (-100%)
Value—
Night Owl Capital Management, LLC
N/A
Shares— from 345,464
Change-345,464 (-100%)
Value—
Parkwood LLC
N/A
Shares— from 329,500
Change-329,500 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 325,208
Change-325,208 (-100%)
Value—
Alethea Capital Management, LLC
N/A
Shares— from 324,526
Change-324,526 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 319,157
Change-319,157 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 317,808
Change-317,808 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 316,889
Change-316,889 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 316,700
Change-316,700 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 312,905
Change-312,905 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 308,669
Change-308,669 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 307,585
Change-307,585 (-100%)
Value—
George Kaiser Family Foundation
N/A
Shares— from 300,759
Change-300,759 (-100%)
Value—
Scharf Investments, LLC
N/A
Shares— from 296,158
Change-296,158 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 295,197
Change-295,197 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 294,386
Change-294,386 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 293,809
Change-293,809 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 283,610
Change-283,610 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 263,609
Change-263,609 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 259,806
Change-259,806 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 254,213
Change-254,213 (-100%)
Value—
Bitwise Funds Trust
N/A
Shares— from 247,238
Change-247,238 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 246,825
Change-246,825 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 244,398
Change-244,398 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 239,517
Change-239,517 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 237,190
Change-237,190 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 236,443
Change-236,443 (-100%)
Value—
Estate Counselors, LLC
N/A
Shares— from 231,565
Change-231,565 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 230,055
Change-230,055 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 226,422
Change-226,422 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 216,428
Change-216,428 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 212,738
Change-212,738 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 204,927
Change-204,927 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 202,013
Change-202,013 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 199,660
Change-199,660 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 196,671
Change-196,671 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 195,200
Change-195,200 (-100%)
Value—
Hilton Capital Management, LLC
N/A
Shares— from 194,389
Change-194,389 (-100%)
Value—
Samara Investment Management, LLC
N/A
Shares— from 192,412
Change-192,412 (-100%)
Value—
Managed Asset Portfolios, LLC
N/A
Shares— from 186,446
Change-186,446 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 184,103
Change-184,103 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 181,693
Change-181,693 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 175,487
Change-175,487 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 174,432
Change-174,432 (-100%)
Value—
Zinnia Wealth Advisory, LLC
N/A
Shares— from 172,779
Change-172,779 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 171,822
Change-171,822 (-100%)
Value—
Hardman Johnston Global Advisors LLC
N/A
Shares— from 171,220
Change-171,220 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 170,149
Change-170,149 (-100%)
Value—
Mokan Wealth Management Inc.
N/A
Shares— from 167,624
Change-167,624 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 163,254
Change-163,254 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 159,760
Change-159,760 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 152,392
Change-152,392 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 152,004
Change-152,004 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 151,052
Change-151,052 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 149,350
Change-149,350 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 149,335
Change-149,335 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 146,466
Change-146,466 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 143,846
Change-143,846 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 139,847
Change-139,847 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 139,027
Change-139,027 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 138,932
Change-138,932 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 138,368
Change-138,368 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 137,821
Change-137,821 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 137,814
Change-137,814 (-100%)
Value—
Adar1 Capital Management, LLC
N/A
Shares— from 135,585
Change-135,585 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 132,627
Change-132,627 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 131,609
Change-131,609 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 131,184
Change-131,184 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 129,441
Change-129,441 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 129,023
Change-129,023 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 128,967
Change-128,967 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 126,591
Change-126,591 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 124,536
Change-124,536 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 123,834
Change-123,834 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 122,835
Change-122,835 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 122,019
Change-122,019 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 121,781
Change-121,781 (-100%)
Value—
TCM Advisors, LLC
N/A
Shares— from 119,198
Change-119,198 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 118,009
Change-118,009 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 116,677
Change-116,677 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 115,301
Change-115,301 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 115,091
Change-115,091 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 114,433
Change-114,433 (-100%)
Value—
First Wilshire Securities Management Inc
N/A
Shares— from 114,229
Change-114,229 (-100%)
Value—
Morgan Dempsey Capital Management LLC
N/A
Shares— from 114,108
Change-114,108 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 112,376
Change-112,376 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 110,741
Change-110,741 (-100%)
Value—
Norris Financial Group, LLC
N/A
Shares— from 108,986
Change-108,986 (-100%)
Value—
Lumbard & Kellner, LLC
N/A
Shares— from 108,366
Change-108,366 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 106,160
Change-106,160 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 105,878
Change-105,878 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 104,879
Change-104,879 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 102,715
Change-102,715 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 101,200
Change-101,200 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 100,327
Change-100,327 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 99,671
Change-99,671 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 97,528
Change-97,528 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 96,945
Change-96,945 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 95,620
Change-95,620 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 94,188
Change-94,188 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 93,464
Change-93,464 (-100%)
Value—
GenTrust, LLC
N/A
Shares— from 93,091
Change-93,091 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 92,045
Change-92,045 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 91,968
Change-91,968 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 91,911
Change-91,911 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 90,551
Change-90,551 (-100%)
Value—
BTS Asset Management, Inc.
N/A
Shares— from 89,960
Change-89,960 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 89,644
Change-89,644 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 89,497
Change-89,497 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 89,290
Change-89,290 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 85,499
Change-85,499 (-100%)
Value—
Jordan Park Group LLC
N/A
Shares— from 85,165
Change-85,165 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 84,323
Change-84,323 (-100%)
Value—
Compass Financial Services Inc
N/A
Shares— from 82,209
Change-82,209 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 82,196
Change-82,196 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 81,394
Change-81,394 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 81,070
Change-81,070 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 79,637
Change-79,637 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 78,876
Change-78,876 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 78,064
Change-78,064 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 76,340
Change-76,340 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 73,394
Change-73,394 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 72,927
Change-72,927 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 72,597
Change-72,597 (-100%)
Value—
GFI Investment Counsel Ltd.
N/A
Shares— from 72,044
Change-72,044 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 71,148
Change-71,148 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 70,625
Change-70,625 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 70,095
Change-70,095 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 68,246
Change-68,246 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 67,532
Change-67,532 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 67,118
Change-67,118 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 67,118
Change-67,118 (-100%)
Value—
Teucrium Investment Advisors, LLC
N/A
Shares— from 65,799
Change-65,799 (-100%)
Value—
Constant Guidance Financial LLC
N/A
Shares— from 64,683
Change-64,683 (-100%)
Value—
Smart Money Group LLC
N/A
Shares— from 63,480
Change-63,480 (-100%)
Value—
Eagle Capital Management LLC
N/A
Shares— from 63,163
Change-63,163 (-100%)
Value—
Hamilton Capital Partners, LLC
N/A
Shares— from 63,114
Change-63,114 (-100%)
Value—
Nwam LLC
N/A
Shares— from 62,942
Change-62,942 (-100%)
Value—
Mrwm Advisors, LLC
N/A
Shares— from 62,087
Change-62,087 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 61,899
Change-61,899 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 61,789
Change-61,789 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 61,447
Change-61,447 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 60,982
Change-60,982 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 60,713
Change-60,713 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 58,855
Change-58,855 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 57,482
Change-57,482 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 56,383
Change-56,383 (-100%)
Value—
Pacific Life Fund Advisors LLC
N/A
Shares— from 56,380
Change-56,380 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 55,785
Change-55,785 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 55,330
Change-55,330 (-100%)
Value—
Cornerstone Investment Partners, LLC
N/A
Shares— from 52,499
Change-52,499 (-100%)
Value—
Luken Investment Analytics, LLC
N/A
Shares— from 51,839
Change-51,839 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 50,171
Change-50,171 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 50,111
Change-50,111 (-100%)
Value—
Insight 2811, Inc.
N/A
Shares— from 50,037
Change-50,037 (-100%)
Value—
CIM, LLC
N/A
Shares— from 49,692
Change-49,692 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 49,557
Change-49,557 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 49,399
Change-49,399 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 48,903
Change-48,903 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 48,032
Change-48,032 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 47,403
Change-47,403 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 46,934
Change-46,934 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 46,484
Change-46,484 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 45,763
Change-45,763 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 44,456
Change-44,456 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 43,999
Change-43,999 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 43,985
Change-43,985 (-100%)
Value—
Palouse Capital Management, Inc.
N/A
Shares— from 42,851
Change-42,851 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 42,579
Change-42,579 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 41,381
Change-41,381 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 40,162
Change-40,162 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 40,034
Change-40,034 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 39,990
Change-39,990 (-100%)
Value—
OakTrust Wealth Advisors, LLC
N/A
Shares— from 38,655
Change-38,655 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 38,386
Change-38,386 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 37,945
Change-37,945 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 37,582
Change-37,582 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 36,659
Change-36,659 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 36,503
Change-36,503 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 36,090
Change-36,090 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 34,692
Change-34,692 (-100%)
Value—
Portland Investment Counsel Inc.
N/A
Shares— from 34,524
Change-34,524 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 34,417
Change-34,417 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 34,255
Change-34,255 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 33,717
Change-33,717 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 33,695
Change-33,695 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 33,569
Change-33,569 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 33,057
Change-33,057 (-100%)
Value—
Tillman Hartley LLC
N/A
Shares— from 31,757
Change-31,757 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 31,332
Change-31,332 (-100%)
Value—
Commerce Bank
N/A
Shares— from 30,828
Change-30,828 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 30,676
Change-30,676 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 30,620
Change-30,620 (-100%)
Value—
Three Cord True Wealth Management, LLC
N/A
Shares— from 30,436
Change-30,436 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 30,220
Change-30,220 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 30,145
Change-30,145 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 30,085
Change-30,085 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 30,076
Change-30,076 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 29,917
Change-29,917 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 29,749
Change-29,749 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 29,386
Change-29,386 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 29,183
Change-29,183 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 28,593
Change-28,593 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 28,536
Change-28,536 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 28,349
Change-28,349 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 27,811
Change-27,811 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 27,744
Change-27,744 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 27,666
Change-27,666 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 27,429
Change-27,429 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 27,337
Change-27,337 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 27,324
Change-27,324 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 27,101
Change-27,101 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 26,251
Change-26,251 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 25,570
Change-25,570 (-100%)
Value—
Stephens Inc
N/A
Shares— from 25,221
Change-25,221 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 24,720
Change-24,720 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 24,166
Change-24,166 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 24,163
Change-24,163 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 23,930
Change-23,930 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 23,710
Change-23,710 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 23,246
Change-23,246 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 23,058
Change-23,058 (-100%)
Value—
Austin Wealth Management, LLC
N/A
Shares— from 22,911
Change-22,911 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 22,191
Change-22,191 (-100%)
Value—
Nutshell Asset Management Ltd
N/A
Shares— from 22,106
Change-22,106 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 22,099
Change-22,099 (-100%)
Value—
Murchinson Ltd.
N/A
Shares— from 21,844
Change-21,844 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 21,841
Change-21,841 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 21,723
Change-21,723 (-100%)
Value—
Clarkston Capital Partners, LLC
N/A
Shares— from 21,510
Change-21,510 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 21,338
Change-21,338 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 21,204
Change-21,204 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 21,145
Change-21,145 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 21,004
Change-21,004 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 20,207
Change-20,207 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 19,910
Change-19,910 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 19,859
Change-19,859 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 19,742
Change-19,742 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 19,721
Change-19,721 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 19,602
Change-19,602 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 19,446
Change-19,446 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 19,234
Change-19,234 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 18,560
Change-18,560 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 18,456
Change-18,456 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 18,031
Change-18,031 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 17,971
Change-17,971 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 17,915
Change-17,915 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 17,823
Change-17,823 (-100%)
Value—
Serenus Wealth Advisors, LLC
N/A
Shares— from 17,724
Change-17,724 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 17,629
Change-17,629 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 17,536
Change-17,536 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 17,440
Change-17,440 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 17,421
Change-17,421 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 17,408
Change-17,408 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 17,348
Change-17,348 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 17,089
Change-17,089 (-100%)
Value—
Betterment LLC
N/A
Shares— from 16,976
Change-16,976 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 16,917
Change-16,917 (-100%)
Value—
Channel Wealth LLC
N/A
Shares— from 16,801
Change-16,801 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 16,690
Change-16,690 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 16,389
Change-16,389 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 16,375
Change-16,375 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 16,294
Change-16,294 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 16,208
Change-16,208 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 16,048
Change-16,048 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 15,719
Change-15,719 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 15,608
Change-15,608 (-100%)
Value—
Auxano Advisors, LLC
N/A
Shares— from 15,155
Change-15,155 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 15,064
Change-15,064 (-100%)
Value—
Arrington Capital Management, LLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
AllGen Financial Advisors, Inc.
N/A
Shares— from 14,959
Change-14,959 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 14,821
Change-14,821 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 14,728
Change-14,728 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 14,633
Change-14,633 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 14,450
Change-14,450 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 14,440
Change-14,440 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 13,548
Change-13,548 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 13,483
Change-13,483 (-100%)
Value—
Entruity Wealth, LLC
N/A
Shares— from 13,310
Change-13,310 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 13,240
Change-13,240 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 13,228
Change-13,228 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 13,171
Change-13,171 (-100%)
Value—
Collier Financial
N/A
Shares— from 12,955
Change-12,955 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 12,804
Change-12,804 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 12,799
Change-12,799 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 12,100
Change-12,100 (-100%)
Value—
Significant Wealth Partners LLC
N/A
Shares— from 12,069
Change-12,069 (-100%)
Value—
Retirement Capital Strategies
N/A
Shares— from 11,949
Change-11,949 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 11,897
Change-11,897 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 11,787
Change-11,787 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 11,662
Change-11,662 (-100%)
Value—
Karpus Management, Inc.
N/A
Shares— from 11,590
Change-11,590 (-100%)
Value—
McElhenny Sheffield Capital Management, LLC
N/A
Shares— from 11,561
Change-11,561 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 11,334
Change-11,334 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 11,247
Change-11,247 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 11,115
Change-11,115 (-100%)
Value—
Werba Rubin Papier Wealth Management
N/A
Shares— from 11,023
Change-11,023 (-100%)
Value—
Premier Private Wealth Management LLC
N/A
Shares— from 10,943
Change-10,943 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 10,938
Change-10,938 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 10,910
Change-10,910 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 10,845
Change-10,845 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 10,829
Change-10,829 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 10,625
Change-10,625 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 10,530
Change-10,530 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 10,370
Change-10,370 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 10,357
Change-10,357 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 10,232
Change-10,232 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 10,209
Change-10,209 (-100%)
Value—
Cornerstone Advisors Asset Management, LLC
N/A
Shares— from 10,197
Change-10,197 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 9,801
Change-9,801 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 9,756
Change-9,756 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 9,653
Change-9,653 (-100%)
Value—
Regimen Wealth, LLC
N/A
Shares— from 9,404
Change-9,404 (-100%)
Value—
Presper Financial Architects, LLC
N/A
Shares— from 9,041
Change-9,041 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 8,995
Change-8,995 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 8,915
Change-8,915 (-100%)
Value—
Blair William & Co
N/A
Shares— from 8,799
Change-8,799 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 8,627
Change-8,627 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 8,467
Change-8,467 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 8,415
Change-8,415 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 7,914
Change-7,914 (-100%)
Value—
Momentum Wealth Planning, LLC
N/A
Shares— from 7,889
Change-7,889 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 7,839
Change-7,839 (-100%)
Value—
Resolute Capital, LLC
N/A
Shares— from 7,749
Change-7,749 (-100%)
Value—
Phil A. Younker & Associates, Ltd.
N/A
Shares— from 7,674
Change-7,674 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 7,667
Change-7,667 (-100%)
Value—
Staley Capital Advisers Inc
N/A
Shares— from 7,600
Change-7,600 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 7,531
Change-7,531 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 7,365
Change-7,365 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 7,354
Change-7,354 (-100%)
Value—
Sierra Legacy Group
N/A
Shares— from 7,305
Change-7,305 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 7,263
Change-7,263 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 7,210
Change-7,210 (-100%)
Value—
Miller Investment Management, LP
N/A
Shares— from 7,179
Change-7,179 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 7,156
Change-7,156 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 7,075
Change-7,075 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 7,026
Change-7,026 (-100%)
Value—
Tide Cove Capital Partners LLC
N/A
Shares— from 6,973
Change-6,973 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 6,913
Change-6,913 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 6,784
Change-6,784 (-100%)
Value—
LEE Johnson Capital Management, LLC
N/A
Shares— from 6,599
Change-6,599 (-100%)
Value—
Mountain Capital Investment Advisors Inc.
N/A
Shares— from 6,381
Change-6,381 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 6,343
Change-6,343 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 6,343
Change-6,343 (-100%)
Value—
Oxford Wealth Group, LLC
N/A
Shares— from 6,295
Change-6,295 (-100%)
Value—
WIN Advisors, Inc
N/A
Shares— from 6,261
Change-6,261 (-100%)
Value—
Generation Capital Management LLC
N/A
Shares— from 6,247
Change-6,247 (-100%)
Value—
Continental Investors Services, Inc.
N/A
Shares— from 6,223
Change-6,223 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 6,041
Change-6,041 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 6,019
Change-6,019 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 5,999
Change-5,999 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 5,963
Change-5,963 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 5,959
Change-5,959 (-100%)
Value—
FMR LLC
N/A
Shares— from 5,850
Change-5,850 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 5,631
Change-5,631 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 5,619
Change-5,619 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 5,588
Change-5,588 (-100%)
Value—
Schusterman Interests, LLC
N/A
Shares— from 5,460
Change-5,460 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 5,443
Change-5,443 (-100%)
Value—
Cerity Partners Retirement Plan Advisors LLC
N/A
Shares— from 5,425
Change-5,425 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 5,363
Change-5,363 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 5,331
Change-5,331 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 5,250
Change-5,250 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 5,188
Change-5,188 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 5,165
Change-5,165 (-100%)
Value—
PYA Waltman Capital, LLC
N/A
Shares— from 5,079
Change-5,079 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 4,981
Change-4,981 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 4,897
Change-4,897 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 4,860
Change-4,860 (-100%)
Value—
Conscious Wealth Investments, LLC
N/A
Shares— from 4,754
Change-4,754 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 4,620
Change-4,620 (-100%)
Value—
Loudon Investment Management, LLC
N/A
Shares— from 4,596
Change-4,596 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 4,577
Change-4,577 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 4,534
Change-4,534 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 4,474
Change-4,474 (-100%)
Value—
Invst, LLC
N/A
Shares— from 4,375
Change-4,375 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 4,335
Change-4,335 (-100%)
Value—
Tower Wealth Partners, Inc.
N/A
Shares— from 4,323
Change-4,323 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 4,221
Change-4,221 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 4,221
Change-4,221 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 4,203
Change-4,203 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 4,195
Change-4,195 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 4,170
Change-4,170 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 4,154
Change-4,154 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 4,025
Change-4,025 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 4,007
Change-4,007 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 3,825
Change-3,825 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 3,789
Change-3,789 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 3,773
Change-3,773 (-100%)
Value—
Q3 Asset Management
N/A
Shares— from 3,739
Change-3,739 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 3,707
Change-3,707 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 3,693
Change-3,693 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 3,577
Change-3,577 (-100%)
Value—
SPG Advisors LLC
N/A
Shares— from 3,531
Change-3,531 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 3,523
Change-3,523 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 3,501
Change-3,501 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 3,373
Change-3,373 (-100%)
Value—
Kinloch Capital, LLC
N/A
Shares— from 3,274
Change-3,274 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 3,243
Change-3,243 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 3,241
Change-3,241 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 3,223
Change-3,223 (-100%)
Value—
Forty-three Eighteen Advisors, LLC
N/A
Shares— from 3,202
Change-3,202 (-100%)
Value—
Access Financial Services, Inc.
N/A
Shares— from 3,153
Change-3,153 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 3,117
Change-3,117 (-100%)
Value—
Brentview Investment Management LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 2,993
Change-2,993 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 2,932
Change-2,932 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 2,810
Change-2,810 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 2,802
Change-2,802 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 2,780
Change-2,780 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 2,763
Change-2,763 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 2,686
Change-2,686 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 2,575
Change-2,575 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 2,531
Change-2,531 (-100%)
Value—
KilterHowling LLC
N/A
Shares— from 2,407
Change-2,407 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 2,384
Change-2,384 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 2,380
Change-2,380 (-100%)
Value—
Main Management LLC
N/A
Shares— from 2,379
Change-2,379 (-100%)
Value—
Accretive Wealth Partners, LLC
N/A
Shares— from 2,364
Change-2,364 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 2,351
Change-2,351 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 2,324
Change-2,324 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 2,321
Change-2,321 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 2,298
Change-2,298 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 2,273
Change-2,273 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 2,266
Change-2,266 (-100%)
Value—
Mars Jewett Financial Group, Inc.
N/A
Shares— from 2,240
Change-2,240 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 2,239
Change-2,239 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 2,219
Change-2,219 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 2,205
Change-2,205 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 2,162
Change-2,162 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 1,981
Change-1,981 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 1,819
Change-1,819 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 1,631
Change-1,631 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 1,594
Change-1,594 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,585
Change-1,585 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 1,582
Change-1,582 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 1,523
Change-1,523 (-100%)
Value—
SkyView Investment Advisors, LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 1,480
Change-1,480 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 1,357
Change-1,357 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 1,338
Change-1,338 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 1,308
Change-1,308 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 1,287
Change-1,287 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 1,273
Change-1,273 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 1,216
Change-1,216 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 1,102
Change-1,102 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Quarry LP
N/A
Shares— from 1,040
Change-1,040 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 870
Change-870 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 861
Change-861 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 859
Change-859 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 843
Change-843 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 841
Change-841 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 783
Change-783 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 750
Change-750 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 694
Change-694 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 599
Change-599 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 585
Change-585 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 506
Change-506 (-100%)
Value—
XP Advisory US, Inc.
N/A
Shares— from 449
Change-449 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 403
Change-403 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 328
Change-328 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 317
Change-317 (-100%)
Value—
Castlekeep Investment Advisors LLC
N/A
Shares— from 288
Change-288 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 268
Change-268 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 252
Change-252 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 229
Change-229 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 202
Change-202 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 201
Change-201 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 177
Change-177 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 153
Change-153 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 146
Change-146 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 144
Change-144 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 108
Change-108 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 74
Change-74 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 70
Change-70 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 68
Change-68 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 63
Change-63 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 59
Change-59 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 37
Change-37 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 23
Change-23 (-100%)
Value—
Bitterroot Capital Advisors LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 19
Change-19 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 7
Change-7 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 3
Change-3 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 0
Change0
Value—
Luminist Capital LLC
N/A
Shares— from 0
Change0
Value—
Status
Assetmark, Inc
DECREASED4,440,7584,600,259-159,501-3%$421.6M$407.0M-$14.6M2026-10-21
3Edge Asset Management, LP
DECREASED4,270,9154,705,270-434,355-9%$431.2M$391.4M-$39.8M2026-10-30
USA Financial Formulas
NEW3,277,174—+3,277,174——$300.3M—2026-10-16
Counterpoint Mutual Funds LLC
NEW3,214,569—+3,214,569——$294.6M—2026-10-16
Ashton Thomas Private Wealth, LLC
INCREASED2,170,4382,150,273+20,165+1%$197.1M$198.9M+$1.8M2026-11-03
Oppenheimer Asset Management Inc.
DECREASED2,167,3252,193,155-25,830-1%$201.0M$198.6M-$2.4M2026-10-27
Cambridge Investment Research Advisors, Inc.
INCREASED1,967,2281,958,249+8,979+0%$179.5M$180.3K-$179.3M2026-11-02
MBL Wealth, LLC
INCREASED1,618,1911,518,042+100,149+7%$139.1M$148.3M+$9.2M2026-10-22
Creative Planning
INCREASED1,408,2131,389,067+19,146+1%$127.3M$129.0M+$1.8M2026-11-02
AGF Management LTD
DECREASED1,367,7641,982,472-614,708-31%$181.7M$125.3M-$56.3M2026-11-03
Truist Financial Corp
DECREASED1,166,1601,193,558-27,398-2%$109.4M$106.9M-$2.5M2026-10-30
Atria Investments, Inc
INCREASED831,970679,771+152,199+22%$62.3M$76.2M+$13.9M2026-10-15
Commonwealth Equity Services, LLC
DECREASED776,995786,316-9,321-1%$72.1M$71.2M-$854.2K2026-11-02
Capital Asset Advisory Services LLC
INCREASED756,317654,789+101,528+16%$60.0M$69.3M+$9.3M2026-10-30
Concurrent Investment Advisors, LLC
INCREASED747,372409,487+337,885+83%$37.5M$68.5M+$31.0M2026-10-16
Innovative Advisory Group, LLC
DECREASED722,695906,892-184,197-20%$83.1M$66.2M-$16.9M2026-10-13
Thrivent Financial for Lutherans
INCREASED718,313680,372+37,941+6%$62.4M$65.7K-$62.3M2026-11-05
Howard Capital Management, LLC
DECREASED653,474698,509-45,035-6%$64.0M$59.9M-$4.1M2026-10-16
Verdence Capital Advisors LLC
DECREASED595,294724,608-129,314-18%$66.4M$54.6M-$11.9M2026-10-26
Brookstone Capital Management
DECREASED593,798662,930-69,132-10%$60.8M$54.4M-$6.3M2026-10-22
Relyea Zuckerberg Hanson LLC
INCREASED581,092527,732+53,360+10%$48.4M$53.3M+$4.9M2026-10-20
Mirae Asset Global Investments Co., Ltd.
DECREASED580,000613,230-33,230-5%$56.2M$53.2M-$3.0M2026-11-03
Scheeler Financial LLC
NEW577,680—+577,680——$52.9M—2026-10-13
Hippocratic Financial Advisors, LLC
INCREASED562,086363,706+198,380+55%$33.3M$51.5M+$18.2M2026-10-13
McGuire Investment Group, LLC
INCREASED543,111517,151+25,960+5%$47.4M$49.8M+$2.4M2026-10-23
Salomon & Ludwin, LLC
INCREASED541,791539,532+2,259+0%$49.3M$49.6M+$336.5K2026-10-29
Elevation Point Wealth Partners, LLC
INCREASED536,089330,375+205,714+62%$30.3M$49.1M+$18.9M2026-11-05
CoreCap Advisors, LLC
INCREASED528,269223,216+305,053+137%$20.5M$48.4M+$28.0M2026-10-08
Barry Investment Advisors, LLC
INCREASED527,775468,582+59,193+13%$42.9M$48.4M+$5.4M2026-10-14
B. Riley Wealth Advisors, Inc.
INCREASED513,88094,370+419,510+445%$8.6M$47.1M+$38.4M2026-10-13
Perigon Wealth Management, LLC
INCREASED512,083509,900+2,183+0%$46.7M$46.9M+$200.1K2026-10-22
St. Louis Financial Planners Asset Management, LLC
INCREASED504,299179,680+324,619+181%$16.4M$46.1M+$29.7M2026-10-16
Portside Wealth Group, LLC
DECREASED486,648496,763-10,115-2%$45.5M$44.6M-$926.9K2026-10-20
Park Avenue Securities LLC
INCREASED485,255278,881+206,374+74%$25.6M$44.5K-$25.5M2026-10-26
Tectonic Advisors LLC
INCREASED467,670361,403+106,267+29%$33.1M$42.9M+$9.7M2026-10-22
D.A. Davidson & Co.
INCREASED465,785430,788+34,997+8%$39.5M$42.7M+$3.2M2026-10-28
EverSource Wealth Advisors, LLC
INCREASED462,027382,859+79,168+21%$35.1M$42.3M+$7.3M2026-11-04
Twelve Points Wealth Management LLC
INCREASED424,665383,913+40,752+11%$35.2M$38.9M+$3.8M2026-11-03
Virtue Capital Management, LLC
INCREASED421,172227,011+194,161+86%$20.8M$38.6M+$17.8M2026-10-29
Gradient Investments LLC
DECREASED410,501457,506-47,005-10%$41.9M$37.6M-$4.3M2026-10-08
Auour Investments LLC
INCREASED408,645282,847+125,798+44%$25.9M$37.4M+$11.5M2026-10-28
Sicart Associates LLC
INCREASED401,607381,182+20,425+5%$34.9M$36.8M+$1.8M2026-10-29
Oppenheimer & Co Inc
DECREASED398,887630,717-231,830-37%$57.8M$36.6M-$21.2M2026-10-26
Cypress Capital, LLC
INCREASED391,632375,328+16,304+4%$34.4M$35.9M+$1.5M2026-10-20
RFG Advisory, LLC
DECREASED389,862395,879-6,017-2%$36.3M$35.7M-$551.3K2026-11-03
Bison Wealth, LLC
INCREASED383,734259,063+124,671+48%$23.7M$35.1M+$11.4M2026-10-13
North Capital, Inc.
DECREASED371,727374,163-2,436-1%$34.3M$34.0M-$267.9K2026-10-16
Synergy Asset Management, LLC
INCREASED365,599183,691+181,908+99%$16.8M$33.5M+$16.7M2026-11-05
Jacobi Capital Management LLC
INCREASED360,085350,741+9,344+3%$32.1M$33.0M+$856.3K2026-11-05
Park Edge Advisors, LLC
INCREASED347,941113,036+234,905+208%$10.4M$31.9M+$21.5M2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED347,098318,129+28,969+9%$26.3M$28.8M+$2.5M2026-10-13
Certuity, LLC
INCREASED343,56899,596+243,972+245%$9.1M$31.5M+$22.4M2026-11-02
Donoghue Forlines LLC
NEW335,068—+335,068——$30.7M—2026-11-02
Heritage OAK Wealth Advisors LLC
DECREASED328,312507,570-179,258-35%$46.5M$30.1M-$16.4M2026-10-14
Prescott Group Capital Management, L.L.C.
INCREASED323,956321,439+2,517+1%$29.5M$29.7M+$230.7K2026-10-30
Udine Wealth Management, Inc.
DECREASED308,653321,138-12,485-4%$29.4M$28.3M-$1.1M2026-10-23
High Note Wealth, LLC
INCREASED307,275268,466+38,809+14%$24.6M$28.2M+$3.6M2026-10-27
CapWealth Advisors, LLC
INCREASED299,43559,146+240,289+406%$5.4M$27.4M+$22.0M2026-10-05
Lido Advisors, LLC
INCREASED294,200177,031+117,169+66%$16.2M$27.0M+$10.7M2026-11-04
Farther Finance Advisors, LLC
DECREASED287,740294,898-7,158-2%$27.0M$26.4M-$655.9K2026-10-08
Carrera Capital Advisors
DECREASED285,822326,284-40,462-12%$29.9M$26.2M-$3.7M2026-11-03
Founders Grove Wealth Partners, LLC
INCREASED285,018281,079+3,939+1%$25.8M$26.1M+$360.9K2026-10-16
CWA Asset Management Group, LLC
DECREASED280,000310,570-30,570-10%$28.5M$25.7M-$2.8M2026-10-19
SMI Advisory Services, LLC
NEW279,283—+279,283——$25.6M—2026-10-13
Integrity Alliance, Llc.
INCREASED277,488269,465+8,023+3%$24.7M$25.4M+$735.2K2026-10-29
DT Investment Partners, LLC
INCREASED276,199189,602+86,597+46%$17.4M$25.3M+$7.9M2026-10-27
Asset One Wealth Management LLC
INCREASED271,475238,945+32,530+14%$21.9M$24.9M+$3.0M2026-11-02
Berkshire Money Management, Inc.
INCREASED255,807252,727+3,080+1%$23.2M$23.4M+$282.2K2026-10-21
Hibernia Wealth Partners, LLC
DECREASED245,822255,781-9,959-4%$23.4M$22.5M-$912.6K2026-10-29
Yacktman Asset Management LP
INCREASED245,273236,353+8,920+4%$21.7M$22.5M+$817.4K2026-11-02
Thor Trading Advisors, LLC
INCREASED240,36427,280+213,084+781%$2.5M$22.0M+$19.5M2026-11-05
Financial & Tax Architects, LLC
INCREASED238,988220,325+18,663+8%$20.2M$21.9M+$1.7M2026-10-15
Islay Capital Management, LLC
INCREASED238,026171,604+66,422+39%$15.7M$21.8M+$6.1M2026-10-20
Strategic Advisors LLC
INCREASED235,813216,134+19,679+9%$19.8M$21.6M+$1.8M2026-10-13
Integrated Advisors Network LLC
DECREASED235,663363,392-127,729-35%$33.3M$21.6M-$11.7M2026-10-20
Citigroup Inc
DECREASED234,512919,624-685,112-74%$84.3M$21.5M-$62.8M2026-11-04
Turning Point Benefit Group, Inc.
DECREASED231,635265,621-33,986-13%$24.3M$21.2M-$3.1M2026-10-28
Keating Investment Counselors Inc
DECREASED227,661228,765-1,1040%$21.0M$20.9M-$101.2K2026-10-14
RIA Advisory Group LLC
INCREASED226,826222,603+4,223+2%$20.4M$20.8M+$387.0K2026-10-15
Three Seasons Wealth, LLC
INCREASED218,28081,142+137,138+169%$7.4M$20.0M+$12.6M2026-11-03
TKG Advisors, LLC
INCREASED217,998204,303+13,695+7%$18.7M$20.0M+$1.3M2026-11-02
Boston Standard Wealth Management, LLC
DECREASED216,366272,895-56,529-21%$24.9M$19.8M-$5.1M2026-10-07
Calamos Wealth Management LLC
INCREASED216,294150,710+65,584+44%$13.8M$19.8M+$6.0M2026-11-02
Ebert Capital Management Inc.
INCREASED214,227175,107+39,120+22%$16.0M$19.6M+$3.6M2026-10-08
Beaumont Financial Advisors, LLC
DECREASED213,188228,445-15,257-7%$20.9M$19.5M-$1.4M2026-10-22
Marathon Capital Management
INCREASED212,907210,769+2,138+1%$19.3M$19.5M+$195.9K2026-10-23
Lavelle Capital LP
INCREASED205,127124,881+80,246+64%$11.4M$18.8M+$7.4M2026-11-03
Beacon Financial Group
DECREASED204,974231,926-26,952-12%$21.3M$18.8M-$2.5M2026-10-19
Saratoga Research & Investment Management
DECREASED202,746215,009-12,263-6%$19.7M$18.6M-$1.1M2026-10-16
Exchange Traded Concepts, LLC
INCREASED202,340716+201,624+28160%$65.6K$18.5M+$18.5M2026-10-28
Pathway Financial Advisors LLC
INCREASED199,95295,842+104,110+109%$8.8M$18.3M+$9.6M2026-10-07
Apella Capital, LLC
INCREASED192,571192,560+11+0%$17.6M$17.6M+$2.9K2026-10-08
J.W. Cole Advisors, Inc.
DECREASED191,608216,150-24,542-11%$19.8M$17.6M-$2.2M2026-11-05
Axxcess Wealth Management, LLC
DECREASED184,564830,390-645,826-78%$76.1M$16.9M-$59.2M2026-10-21
Blueprint Investment Partners LLC
INCREASED183,651177,393+6,258+4%$16.3M$16.8M+$573.5K2026-10-28
Trilogy Capital Inc.
INCREASED180,122136,665+43,457+32%$12.5M$16.5M+$4.0M2026-10-20
Benedict Financial Advisors Inc
INCREASED178,298165,744+12,554+8%$15.2M$16.3M+$1.2M2026-10-07
Advisor OS, LLC
DECREASED178,203186,919-8,716-5%$17.1M$16.3M-$798.8K2026-11-03
Bell Bank
DECREASED176,029196,187-20,158-10%$18.0M$16.1M-$1.8M2026-10-21
Beacon Capital Management, Inc.
DECREASED175,288179,561-4,273-2%$16.5M$16.1M-$391.6K2026-10-13
Norden Group LLC
DECREASED173,409178,357-4,948-3%$16.3M$15.9M-$453.4K2026-10-20
Teamwork Financial Advisors, LLC
DECREASED171,103405,781-234,678-58%$37.2M$15.7M-$21.5M2026-10-19
Trek Financial, LLC
DECREASED170,032170,649-6170%$15.6M$15.6M-$56.5K2026-10-29
WBI Investments, LLC
NEW168,080—+168,080——$15.4M—2026-11-05
G&S Capital LLC
INCREASED167,656148,721+18,935+13%$13.6M$15.4M+$1.7M2026-10-23
Elevation Capital Advisory, LLC
INCREASED165,629118,285+47,344+40%$10.8M$15.2M+$4.3M2026-10-29
Vivid Wealth Management, LLC
DECREASED164,076166,251-2,175-1%$15.2M$15.0M-$199.4K2026-10-27
Ryan Investment Management, Inc.
NEW162,522—+162,522——$14.9M—2026-10-20
Stableford Capital II LLC
DECREASED161,486212,456-50,970-24%$19.5M$14.8M-$4.7M2026-10-09
Treasure Coast Financial Planning
INCREASED160,082149,647+10,435+7%$13.7M$14.7M+$956.3K2026-11-03
Arta Finance Wealth Management LLC
DECREASED159,941171,979-12,038-7%$15.7M$14.6M-$1.1M2026-10-28
GLR Partners, LLC
INCREASED159,837149,863+9,974+7%$13.7M$14.6M+$914.0K2026-11-04
Fifth Third Bancorp
DECREASED157,234158,194-960-1%$14.5M$14.4M-$87.9K2026-11-05
Pacific Capital Wealth Advisors, Inc.
DECREASED154,594156,775-2,181-1%$14.4M$14.2M-$199.9K2026-10-22
Kestra Advisory Services, LLC
DECREASED153,317208,029-54,712-26%$19.1M$14.0M-$5.0M2026-11-02
Kathmere Capital Management, LLC
NEW153,107—+153,107——$14.0M—2026-10-20
Apollon Wealth Management, LLC
INCREASED151,378121,179+30,199+25%$11.1M$13.9M+$2.8M2026-10-23
PFG Private Wealth Management, LLC
NEW151,042—+151,042——$13.8M—2026-10-15
Eagle Rock Investment Company, LLC
INCREASED146,043135,957+10,086+7%$12.5M$13.4M+$924.3K2026-10-21
Alliance Wealth Advisors, LLC
DECREASED143,260173,380-30,120-17%$15.9M$13.1M-$2.8M2026-10-28
Biltmore Wealth Management, LLC
INCREASED142,072119,366+22,706+19%$10.9M$13.0M+$2.1M2026-10-09
Patten Group, Inc.
INCREASED140,41937,159+103,260+278%$3.4M$12.9M+$9.5M2026-10-26
Fiduciary Alliance LLC
INCREASED139,808123,150+16,658+14%$11.3M$12.8M+$1.5M2026-10-13
Savior LLC
DECREASED139,235146,709-7,474-5%$13.4M$12.8M-$684.9K2026-10-13
Capital Wealth Alliance, LLC
DECREASED137,688144,956-7,268-5%$13.3M$12.6M-$666.0K2026-10-20
Verus Capital Partners, LLC
DECREASED136,296154,356-18,060-12%$14.1M$12.5M-$1.7M2026-11-03
Altfest L J & Co Inc
DECREASED135,405300,149-164,744-55%$27.5M$12.4M-$15.1M2026-10-27
Ramiah Investment Group
INCREASED134,28220,328+113,954+561%$1.9M$12.3M+$10.4M2026-10-20
Cairn Investment Group, Inc.
DECREASED134,095137,640-3,545-3%$12.6M$12.3K-$12.6M2026-11-04
Plan Group Financial, LLC
INCREASED133,41866,584+66,834+100%$6.1M$12.2M+$6.1M2026-10-22
HighRoad Wealth Advisors, LLC
DECREASED133,346136,787-3,441-3%$12.5M$12.2M-$315.4K2026-10-14
J2 Capital Management Inc
DECREASED133,099174,626-41,527-24%$16.0M$12.2M-$3.8M2026-10-19
Malaga Cove Capital, LLC
INCREASED132,03598,147+33,888+35%$9.0M$12.1M+$3.1M2026-10-23
White Lighthouse Investment Management Inc.
INCREASED131,60099,007+32,593+33%$9.1M$12.1M+$3.0M2026-10-21
Ritholtz Wealth Management
INCREASED131,05465,850+65,204+99%$6.0M$12.0M+$6.0M2026-11-05
Montis Financial, LLC
DECREASED130,496150,140-19,644-13%$13.8M$12.0M-$1.8M2026-11-04
Guidance Capital, Inc
DECREASED130,280131,324-1,044-1%$12.0M$11.9M-$111.2K2026-11-03
Simplicity Wealth,LLC
INCREASED129,85359,139+70,714+120%$5.4M$11.9M+$6.5M2026-10-23
LVW Advisors, LLC
INCREASED125,89116,175+109,716+678%$1.5M$11.5M+$10.1M2026-10-19
Montag A & Associates Inc
INCREASED124,464120,326+4,138+3%$11.0M$11.4M+$379.2K2026-10-29
Csenge Advisory Group
INCREASED123,29882,861+40,437+49%$7.6M$11.3M+$3.7M2026-11-04
Harbor Investment Advisory, LLC
INCREASED121,472105,408+16,064+15%$9.7M$11.1M+$1.5M2026-10-13
Capital Advisors, Ltd. LLC
DECREASED119,421126,450-7,029-6%$11.6K$10.9K-$6442026-10-27
Quaker Wealth Management, LLC
INCREASED117,283111,999+5,284+5%$10.3M$10.7M+$484.2K2026-10-22
Sound Portfolio Advisors, LLC
DECREASED117,221153,162-35,941-23%$14.0M$10.7M-$3.3M2026-11-05
Guild Investment Management, Inc.
INCREASED114,495112,179+2,316+2%$10.3M$10.5M+$212.2K2026-11-03
Independent Financial Group, LLC
DECREASED109,424114,972-5,548-5%$10.5M$10.0M-$508.5K2026-10-13
OpenArc Corporate Advisory, LLC
INCREASED109,19695,820+13,376+14%$8.8M$10.0M+$1.2M2026-10-21
AdvisorNet Financial, Inc
INCREASED107,33686,552+20,784+24%$7.9M$9.8M+$1.9M2026-10-15
Private Management Group Inc
INCREASED107,199105,483+1,716+2%$9.7M$9.8M+$157.3K2026-11-04
CFS Investment Advisory Services, LLC
INCREASED107,1218,661+98,460+1137%$792.0K$9.8M+$9.0M2026-10-19
SP Asset Management LLC
DECREASED106,033130,740-24,707-19%$12.0M$9.7M-$2.3M2026-11-05
Brown, Lisle Ings, Inc.
INCREASED104,96183,931+21,030+25%$7.7M$9.6M+$1.9M2026-10-16
Keybank National Association
NEW103,769—+103,769——$9.5M—2026-11-04
Reyes Financial Architecture, Inc.
DECREASED103,419143,462-40,043-28%$13.1M$9.5M-$3.7M2026-10-22
Balefire, LLC
DECREASED101,657119,431-17,774-15%$10.9M$9.3M-$1.6M2026-10-09
Strategic Wealth Investment Group, LLC
DECREASED101,030131,216-30,186-23%$12.0M$9.3M-$2.8M2026-10-29
Davenport & Co LLC
DECREASED100,777104,613-3,836-4%$9.6M$9.2M-$351.5K2026-10-14
Gibbs Wealth Management
INCREASED99,51787,221+12,296+14%$8.0M$9.1M+$1.1M2026-10-22
Kohmann Bosshard Financial Services, LLC
DECREASED99,079108,193-9,114-8%$9.9M$9.1M-$835.2K2026-11-04
Crescent Grove Advisors, LLC
INCREASED98,99581,680+17,315+21%$7.5M$9.1M+$1.6M2026-10-21
Beam Wealth Advisors, Inc.
INCREASED98,77394,890+3,883+4%$8.7M$9.1M+$355.8K2026-11-03
West Financial Advisors, LLC
INCREASED98,49632,615+65,881+202%$3.0M$9.0M+$6.0M2026-10-22
Woodley Farra Manion Portfolio Management Inc
INCREASED98,24874,035+24,213+33%$6.8M$9.0M+$2.2M2026-11-05
Meridian Wealth Management, LLC
INCREASED97,90192,187+5,714+6%$8.4M$9.0M+$523.6K2026-11-05
Signal Advisors Wealth, LLC
INCREASED97,16497,054+110+0%$8.9M$8.9M+$10.1K2026-10-13
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED96,77793,521+3,256+3%$8.6M$8.9K-$8.6M2026-10-14
Strategent Financial, LLC
INCREASED96,72434,275+62,449+182%$3.1M$8.9M+$5.7M2026-10-30
Curran Financial Partners, LLC
DECREASED96,722105,092-8,370-8%$9.6M$8.9M-$767.0K2026-11-04
Flagship Harbor Advisors, LLC
DECREASED96,24396,859-616-1%$8.9M$8.8M-$56.4K2026-10-26
Certior Financial Group, LLC
DECREASED96,121114,558-18,437-16%$10.5M$8.8M-$1.7M2026-10-19
Wesbanco Bank Inc
INCREASED95,13290,776+4,356+5%$8.3M$8.7M+$399.2K2026-11-04
Diversify Advisory Services, LLC
DECREASED94,356123,236-28,880-23%$11.3M$8.6M-$2.7M2026-10-20
Diversify Wealth Management, LLC
DECREASED94,356123,236-28,880-23%$11.3M$8.6M-$2.7M2026-10-20
Tompkins Financial Corp
INCREASED94,32584,756+9,569+11%$7.8M$8.6M+$876.9K2026-10-05
Climber Capital SA
DECREASED93,52594,097-572-1%$4.1M$3.8M-$254.7K2026-10-20
AlphaCore Capital LLC
INCREASED91,90461,213+30,691+50%$5.6M$8.4M+$2.8M2026-11-04
Paragon Capital Management Inc
INCREASED90,24886,167+4,081+5%$7.9M$8.3M+$374.0K2026-10-15
Blueprint Financial Advisors LLC
INCREASED87,35583,915+3,440+4%$7.7M$8.0M+$315.2K2026-10-28
Capstone Wealth Management Group, Inc.
DECREASED86,94789,213-2,266-3%$8.2M$8.0M-$207.6K2026-10-19
Lunt Capital Management, Inc.
DECREASED86,76589,266-2,501-3%$8.2M$8.0M-$229.2K2026-10-30
Prospera Financial Services Inc
INCREASED86,17316,573+69,600+420%$1.5M$7.9M+$6.4M2026-11-04
Purewater Capital LLC
DECREASED84,62198,687-14,066-14%$9.0M$7.8M-$1.3M2026-10-23
Genus Capital Management Inc.
DECREASED83,978127,429-43,451-34%$11.7M$7.7M-$4.0M2026-11-04
Mid-American Wealth Advisory Group, Inc.
DECREASED83,65290,233-6,581-7%$8.3M$7.7M-$603.1K2026-10-21
Victory Financial Group, LLC
DECREASED83,534127,051-43,517-34%$11.6M$7.7M-$4.0M2026-10-27
Legacy Capital Wealth Partners, LLC
INCREASED82,5146,923+75,591+1092%$634.4K$7.6M+$6.9M2026-10-21
Acorn Financial Advisory Services Inc
DECREASED82,337113,740-31,403-28%$10.4M$7.5M-$2.9M2026-11-02
Aviance Capital Partners, LLC
INCREASED82,01562,379+19,636+31%$5.7M$7.5M+$1.8M2026-10-29
KG Capital Management
INCREASED81,04074,141+6,899+9%$6.8M$7.4M+$632.2K2026-10-15
Professional Financial Advisors, LLC
INCREASED80,88380,050+833+1%$7.3M$7.4M+$76.3K2026-10-13
TD Waterhouse Canada Inc.
INCREASED80,43278,907+1,525+2%$6.8M$7.4M+$521.9K2026-10-16
Lifetime Wealth Management P.C.
DECREASED80,280102,627-22,347-22%$9.4M$7.4M-$2.0M2026-10-29
Fagan Associates, Inc.
INCREASED79,43870,347+9,091+13%$6.4M$7.3M+$833.1K2026-10-13
Sagespring Wealth Partners, LLC
INCREASED79,29243,971+35,321+80%$4.0M$7.3M+$3.2M2026-10-22
4Wealth Advisors, Inc.
INCREASED78,29065,909+12,381+19%$6.0M$7.2M+$1.1M2026-10-13
J.Safra Asset Management Corp
INCREASED77,49372,072+5,421+8%$6.6M$7.1M+$496.8K2026-11-03
SLT Holdings LLC
INCREASED77,44376,776+667+1%$7.0M$7.1M+$61.1K2026-10-15
Boomfish Wealth Group, LLC
DECREASED77,21384,960-7,747-9%$7.8M$7.1M-$710.0K2026-10-22
Titan Investment Management LLC
DECREASED77,07489,122-12,048-14%$8.2M$7.1M-$1.1M2026-10-22
Sovran Advisors, LLC
INCREASED76,96964,963+12,006+18%$6.0M$7.1M+$1.1M2026-11-02
Kassira Wealth Management LLC
INCREASED76,87676,040+836+1%$7.0M$7.0M+$76.6K2026-10-28
Entrewealth, LLC
DECREASED76,22779,258-3,031-4%$7.2M$7.0M-$262.7K2026-10-14
VestGen Advisors, LLC
DECREASED74,71191,652-16,941-18%$8.4M$6.8M-$1.6M2026-10-27
IPG Investment Advisors LLC
INCREASED74,21749,567+24,650+50%$4.5M$6.8M+$2.3M2026-10-30
MGO One Seven LLC
DECREASED74,197111,933-37,736-34%$10.3M$6.8M-$3.5M2026-10-28
Vigilare Wealth Management
DECREASED72,885200,228-127,343-64%$18.3M$6.7M-$11.7M2026-10-29
WealthPlan Investment Management, LLC
INCREASED72,31271,155+1,157+2%$6.5M$6.6M+$106.0K2026-10-15
WealthTrust Asset Management, LLC
INCREASED72,16067,463+4,697+7%$6.2M$6.6M+$430.4K2026-10-22
Wheelhouse Advisory Group LLC
DECREASED71,75472,788-1,034-1%$6.7M$6.6M-$94.8K2026-10-20
Clear Trail Advisors, LLC
INCREASED71,32439,589+31,735+80%$3.6M$6.5M+$2.9M2026-10-20
Evexia Wealth LLC
INCREASED70,85268,787+2,065+3%$6.3M$6.5M+$204.4K2026-11-05
Inscription Capital, LLC
DECREASED70,705251,603-180,898-72%$23.1M$6.5M-$16.6M2026-11-02
Iams Wealth Management, LLC
DECREASED70,39276,972-6,580-9%$7.1M$6.5M-$603.1K2026-10-15
Stone Wealth Partners
INCREASED70,02325,995+44,028+169%$2.4M$6.4M+$4.0M2026-11-05
Alhambra Investment Management LLC
INCREASED68,6096,044+62,565+1035%$553.9K$6.3M+$5.7M2026-10-15
Matrix Trust Co
DECREASED68,55584,364-15,809-19%$7.7K$6.3K-$1.4K2026-10-07
PW Nova Financial Services LLC
INCREASED68,17859,577+8,601+14%$5.5M$6.2M+$788.2K2026-10-15
Spectrum Planning & Advisory Services Inc.
DECREASED67,964158,068-90,104-57%$14.5M$6.2M-$8.3M2026-11-05
Sacks & Associates, LLC
DECREASED67,90669,830-1,924-3%$6.4M$6.2M-$179.1K2026-10-09
Lionsbridge Wealth Management LLC
DECREASED67,80469,879-2,075-3%$6.4M$6.2M-$190.2K2026-10-26
Spire Wealth Management
DECREASED67,55772,043-4,486-6%$6.6M$6.2M-$411.0K2026-10-30
Kingswood Wealth Advisors, LLC
INCREASED67,43661,357+6,079+10%$5.6M$6.2M+$557.1K2026-10-23
Fiduciary Financial Group, LLC
DECREASED67,16883,736-16,568-20%$7.7M$6.2M-$1.5M2026-10-13
National Wealth Management Group, LLC
INCREASED67,00466,813+191+0%$6.1M$6.1M+$17.5K2026-10-26
Curated Wealth Partners LLC
NEW66,498—+66,498——$6.1M—2026-10-15
Artesa Financial Group, LLC
INCREASED66,13062,547+3,583+6%$5.7M$6.1M+$328.4K2026-10-29
Innealta Capital, LLC
DECREASED63,74198,610-34,869-35%$9.0M$5.8M-$3.2M2026-11-02
Modera Wealth Management, LLC
INCREASED63,35615,768+47,588+302%$1.4M$5.8M+$4.4M2026-10-28
Baring Financial LLC
DECREASED62,79863,393-595-1%$5.8M$5.8M-$54.5K2026-10-07
TriaGen Wealth Management LLC
INCREASED62,19348,694+13,499+28%$4.5M$5.7M+$1.2M2026-10-14
Wedbush Securities Inc
INCREASED60,70860,534+174+0%$5.5M$5.6K-$5.5M2026-10-22
Cyndeo Wealth Partners, LLC
DECREASED58,32973,603-15,274-21%$6.7M$5.3M-$1.4M2026-10-16
Moneco Advisors, LLC
DECREASED58,28963,191-4,902-8%$5.8M$5.3M-$449.2K2026-11-05
MCF Advisors LLC
DECREASED58,23668,861-10,625-15%$6.3M$5.3M-$973.7K2026-10-28
Crestwood Advisors Group, LLC
DECREASED58,02559,970-1,945-3%$5.5M$5.3M-$178.2K2026-10-27
Krilogy Financial LLC
INCREASED57,93657,220+716+1%$5.2M$5.3M+$57.5K2026-10-13
Discipline Wealth Solutions, LLC
INCREASED57,71032,547+25,163+77%$3.0M$5.3M+$2.3M2026-10-14
Private Trust Co NA
INCREASED57,62056,305+1,315+2%$5.2M$5.3M+$120.5K2026-10-20
Strategic Blueprint, LLC
INCREASED55,65339,161+16,492+42%$3.6M$5.1M+$1.5M2026-10-22
Bailard, Inc.
INCREASED55,39138,429+16,962+44%$3.5M$5.1M+$1.6M2026-10-13
Raub Brock Capital Management LP
DECREASED54,83556,651-1,816-3%$5.2M$5.0M-$166.4K2026-10-21
Titleist Asset Management, LLC
INCREASED54,50454,069+435+1%$5.0M$5.0M+$39.9K2026-10-08
Graves Light Lenhart Wealth, Inc.
DECREASED54,13477,762-23,628-30%$7.1M$5.0M-$2.2M2026-10-09
Financial Network Wealth Advisors LLC
DECREASED54,07758,660-4,583-8%$5.4M$5.0M-$420.0K2026-10-28
Financial Solutions Advisory Group, Inc.
INCREASED53,39846,787+6,611+14%$4.3M$4.9M+$610.5K2026-10-28
Beacon Wealthcare LLC
INCREASED53,11044,472+8,638+19%$4.1M$4.9M+$791.6K2026-10-02
Unique Wealth Strategies, LLC
UNCHANGED52,34252,34200%$4.8M$4.8M$02026-10-13
Concord Wealth Partners
INCREASED51,86248,409+3,453+7%$4.4M$4.8M+$316.5K2026-11-02
October Effect Ltd
INCREASED50,74143,083+7,658+18%$3.9M$4.6M+$701.8K2026-10-20
Kestra Private Wealth Services, LLC
INCREASED50,48742,786+7,701+18%$3.9M$4.6M+$705.8K2026-10-30
Citizens Financial Group Inc
DECREASED49,65173,576-23,925-33%$6.7M$4.6M-$2.2M2026-10-23
Financial Management Professionals, Inc.
DECREASED49,258292,420-243,162-83%$26.8M$4.5M-$22.3M2026-10-23
Oliver Luxxe Assets LLC
DECREASED48,50651,968-3,462-7%$4.8M$4.4M-$317.3K2026-10-14
Concord Asset Management, LLC
INCREASED48,21646,391+1,825+4%$4.3M$4.4M+$167.3K2026-11-02
Forza Wealth Management, LLC
DECREASED48,03256,233-8,201-15%$5.2M$4.4M-$751.5K2026-10-20
Culbertson A N & Co Inc
INCREASED47,37534,327+13,048+38%$3.1M$4.3M+$1.2M2026-10-21
Sherman Wealth Management LLC
INCREASED47,02832,219+14,809+46%$3.0M$4.3M+$1.4M2026-10-16
Chatham Capital Group, Inc.
UNCHANGED46,62146,62100%$4.3M$4.3M$02026-10-16
Core Wealth Partners LLC
INCREASED46,24839,941+6,307+16%$3.7M$4.2M+$578.0K2026-11-02
Kennedy Investment Group, Inc.
DECREASED45,53645,565-290%$4.2M$4.2M-$2.7K2026-10-21
Deltec Asset Management LLC
NEW45,000—+45,000——$4.1M—2026-10-26
Dean, Jacobson Financial Services, LLC
DECREASED44,94248,252-3,310-7%$4.4M$4.1M-$303.3K2026-10-29
Worth Asset Management, LLC
INCREASED44,79132,709+12,082+37%$3.0M$4.1M+$1.1M2026-10-07
Alchemi Wealth, LLC
DECREASED44,29950,043-5,744-11%$4.6M$4.1M-$526.3K2026-11-04
Procyon Advisors, LLC
DECREASED43,88050,232-6,352-13%$4.6M$4.0M-$582.1K2026-10-21
Spartan Planning & Wealth Management
INCREASED43,18741,418+1,769+4%$3.8M$4.0M+$162.2K2026-10-13
Values First Advisors, Inc.
DECREASED43,07744,058-981-2%$4.0M$3.9M-$89.9K2026-10-23
Founders Financial Securities LLC
DECREASED42,811167,416-124,605-74%$15.3M$3.9M-$11.4M2026-10-28
Zega Investments, LLC
INCREASED42,65920,707+21,952+106%$1.9M$3.9M+$2.0M2026-11-04
Wealth Enhancement Trust Services, Inc.
DECREASED42,60043,165-565-1%$4.0M$3.9M-$51.8K2026-10-07
SFI Advisors, LLC
DECREASED42,28951,615-9,326-18%$4.7M$3.9M-$854.6K2026-10-30
Cape Investment Advisory, Inc.
INCREASED41,9774,467+37,510+840%$409.4K$3.8M+$3.4M2026-10-13
Vontobel Holding Ltd.
DECREASED41,95542,922-967-2%$3.9M$3.8M-$88.6K2026-10-16
Ndwm LLC
INCREASED41,51937,596+3,923+10%$3.4M$3.8M+$359.6K2026-11-05
Journey Retirement Planning & Investment Management LLC
DECREASED40,79241,559-767-2%$3.8M$3.7M-$70.2K2026-10-09
Hohimer Wealth Management, LLC
DECREASED39,73850,790-11,052-22%$4.7M$3.6M-$1.0M2026-11-04
Wealthcare Advisory Partners LLC
INCREASED39,63939,551+88+0%$3.6M$3.6M+$8.0K2026-10-21
M Holdings Securities, Inc.
DECREASED39,22357,187-17,964-31%$5.2M$3.6K-$5.2M2026-11-03
Acumen Wealth Advisors, LLC
NEW39,085—+39,085——$3.6M—2026-11-05
Elmwood Wealth Management, Inc.
DECREASED38,99949,970-10,971-22%$4.6M$3.6M-$1.0M2026-10-14
1834 Investment Advisors Co
DECREASED38,79438,809-150%$3.6M$3.6M-$1.4K2026-10-16
Greenfield Seitz Capital Management, LLC
DECREASED38,44878,787-40,339-51%$7.2M$3.5M-$3.7M2026-10-29
JBR Co Financial Management Inc
DECREASED38,24239,166-924-2%$3.6M$3.5M-$93.9K2026-10-13
Freestate Advisors LLC
DECREASED37,55541,104-3,549-9%$3.8M$3.4M-$325.2K2026-10-09
StoneX Group Inc.
DECREASED37,53146,830-9,299-20%$4.3M$3.4M-$851.2K2026-11-03
Global Assets Advisory, LLC
INCREASED37,17921,347+15,832+74%$2.0M$3.4M+$1.4M2026-10-28
IFP Advisors, Inc
DECREASED37,12865,129-28,001-43%$6.0M$3.4M-$2.6M2026-10-16
Convergence Financial, LLC
INCREASED36,69712,048+24,649+205%$1.1M$3.4M+$2.3M2026-10-27
Roan Capital Partners
INCREASED36,45935,341+1,118+3%$3.2M$3.3M+$102.4K2026-10-09
Pecaut & Co.
DECREASED36,32738,396-2,069-5%$3.5M$3.3M-$189.6K2026-10-27
One Day In July LLC
DECREASED36,20039,259-3,059-8%$3.6M$3.3M-$280.3K2026-10-30
Gilpin Wealth Management, LLC
INCREASED35,77326,255+9,518+36%$2.4M$3.3M+$872.2K2026-10-09
Moulton Wealth Management, Inc
INCREASED35,45735,040+417+1%$3.2M$3.2M+$38.4K2026-10-13
Focus Financial Network, Inc.
DECREASED35,28735,511-224-1%$3.3M$3.2M-$20.6K2026-10-14
Catherine Avery Investment Management LLC
INCREASED35,2213,944+31,277+793%$361.4K$3.2M+$2.9M2026-10-14
Pioneer Wealth Management Group
DECREASED35,16635,214-480%$3.2M$3.2M-$4.4K2026-10-09
GK Wealth Management LLC
DECREASED34,90847,906-12,998-27%$4.4M$3.2M-$1.2M2026-10-09
Choreo, LLC
DECREASED34,55746,549-11,992-26%$4.3M$3.2M-$1.1M2026-10-28
Hara Capital LLC
INCREASED34,53624,176+10,360+43%$2.2M$3.2M+$949.4K2026-10-30
Tempus Wealth Planning, LLC
DECREASED34,39536,767-2,372-6%$3.4M$3.2M-$217.4K2026-10-14
RDA Financial Network
DECREASED34,32640,807-6,481-16%$3.7M$3.1M-$593.9K2026-10-15
Foguth Wealth Management, Llc.
DECREASED33,97935,632-1,653-5%$3.3M$3.1M-$151.1K2026-10-19
Lake Hills Wealth Management, LLC
DECREASED33,96434,549-585-2%$3.2M$3.1M-$53.6K2026-10-07
Bingham Private Wealth, LLC
DECREASED33,93834,328-390-1%$3.1M$3.1M-$35.7K2026-11-05
Parallel Advisors, LLC
INCREASED33,55325,822+7,731+30%$2.4M$3.1M+$708.4K2026-11-03
Prime Capital Investment Advisors, LLC
DECREASED33,41637,293-3,877-10%$3.4M$3.1M-$355.3K2026-10-20
Valen Private Capital, LLC
NEW33,276—+33,276——$3.0M—2026-10-23
Jnba Financial Advisors
DECREASED33,27133,496-225-1%$3.1M$3.0M-$20.6K2026-11-03
Unison Advisors LLC
DECREASED33,19636,278-3,082-8%$3.3M$3.0M-$282.4K2026-10-29
TD Private Client Wealth LLC
INCREASED32,67423,512+9,162+39%$2.2M$3.0M+$839.6K2026-10-28
Shore Point Advisors, LLC
INCREASED32,40531,891+514+2%$2.9M$3.0M+$47.1K2026-10-14
Vise Technologies, Inc.
INCREASED32,1079,701+22,406+231%$889.0K$2.9M+$2.1M2026-10-29
NorthCrest Asset Manangement, LLC
INCREASED31,89830,569+1,329+4%$2.8M$2.9M+$121.9K2026-10-13
Sowell Financial Services LLC
INCREASED31,87729,389+2,488+8%$2.7M$2.9M+$228.0K2026-10-23
Alps Advisors Inc
INCREASED31,6908,020+23,670+295%$735.0K$2.9M+$2.2M2026-11-03
Rossby Financial, LCC
INCREASED31,6675,488+26,179+477%$502.9K$2.9M+$2.4M2026-11-05
Cornerstone Wealth Group, LLC
INCREASED31,50827,109+4,399+16%$2.5M$2.9M+$403.1K2026-11-02
Hardworking Capital Advisors, LLC
DECREASED31,28244,468-13,186-30%$4.1M$2.9M-$1.2M2026-10-20
Hudson Oak Wealth Advisory LLC
DECREASED31,22731,463-236-1%$2.9M$2.9M-$21.6K2026-10-16
Lanark Financial, Inc.
INCREASED30,78230,525+257+1%$2.8M$2.8M+$23.5K2026-10-26
Tlwm
DECREASED30,04930,162-1130%$2.8M$2.8M-$10.4K2026-10-09
Lpwm LLC
DECREASED29,62530,932-1,307-4%$2.8M$2.7M-$119.8K2026-10-20
Tucker Asset Management LLC
INCREASED29,34923,231+6,118+26%$2.1M$2.7M+$560.6K2026-10-29
Old National Bancorp
INCREASED28,9693,150+25,819+820%$288.7K$2.7M+$2.4M2026-10-20
Invenio Wealth Partners LLC
DECREASED28,54332,151-3,608-11%$2.9M$2.6M-$330.6K2026-10-20
Sherman Asset Management, Inc.
INCREASED28,25027,320+930+3%$2.5M$2.6M+$85.2K2026-11-05
Pearl Planning LLC
DECREASED28,11432,596-4,482-14%$3.0M$2.6M-$410.7K2026-10-13
Lakewood Asset Management LLC
DECREASED28,11332,838-4,725-14%$3.0M$2.6M-$433.0K2026-10-26
Kopion Asset Management, LLC
DECREASED27,88631,824-3,938-12%$2.9M$2.6M-$360.9K2026-10-09
Accurate Wealth Management, LLC
INCREASED27,87925,286+2,593+10%$2.3M$2.6M+$237.9K2026-10-20
Net Worth Advisory Group
DECREASED27,66227,693-310%$2.5M$2.5M-$9.2K2026-10-20
Sigma Planning Corp
INCREASED27,56512,310+15,255+124%$1.1M$2.5M+$1.4M2026-10-23
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED27,52436,358-8,834-24%$3.3M$2.5M-$809.6K2026-10-14
JIM Saulnier & Associates, LLC
DECREASED27,32627,345-190%$2.5M$2.5M-$1.7K2026-11-04
Live Oak Private Wealth LLC
INCREASED27,07816,926+10,152+60%$1.6M$2.5M+$930.3K2026-11-02
Tactive Advisors, LLC
INCREASED26,9805,069+21,911+432%$464.5K$2.5M+$2.0M2026-10-08
Optivise Advisory Services LLC
NEW26,722—+26,722——$2.4M—2026-10-19
Cornerstone Planning, LLC
DECREASED26,62928,227-1,598-6%$2.5M$2.4M-$146.4K2026-10-27
Jcic Asset Management Inc.
DECREASED26,23468,261-42,027-62%$6.3M$2.4M-$3.9M2026-10-30
SkyOak Wealth, LLC
INCREASED26,23217,222+9,010+52%$1.6M$2.4M+$825.7K2026-10-28
Coyle Financial Counsel LLC
DECREASED26,11227,542-1,430-5%$2.5M$2.4M-$131.0K2026-10-28
PFG Advisors
DECREASED25,77226,388-616-2%$2.4M$2.4M-$56.5K2026-10-16
NTV Asset Management LLC
INCREASED25,75220,520+5,232+26%$1.9M$2.4M+$479.5K2026-10-23
Macco Financial Group, Inc.
DECREASED25,61626,321-705-3%$2.4M$2.3M-$64.6K2026-11-05
Pekin Hardy Strauss, Inc.
DECREASED25,15630,815-5,659-18%$2.8M$2.3M-$518.6K2026-11-02
Thompson Davis & Co., Inc.
INCREASED25,02822,133+2,895+13%$2.0M$2.3M+$265.3K2026-11-05
Stirlingshire Investments, Inc.
INCREASED24,65515,740+8,915+57%$1.4M$2.3M+$817.0K2026-11-05
Randolph Co Inc
DECREASED24,570379,938-355,368-94%$34.8M$2.3M-$32.6M2026-10-23
FSM Wealth Advisors, LLC
DECREASED24,30329,895-5,592-19%$2.7M$2.2M-$516.6K2026-10-27
Outbound Financial Inc
INCREASED23,86723,610+257+1%$2.2M$2.2M+$23.6K2026-10-13
Balance Wealth Partners LLC
DECREASED23,85035,928-12,078-34%$3.3M$2.2M-$1.1M2026-10-27
Willow Creek Wealth Management Inc.
INCREASED23,74221,908+1,834+8%$2.0M$2.2M+$168.1K2026-10-26
Aurora Investment Managers, Llc.
DECREASED23,44725,644-2,197-9%$2.4K$2.1K-$2012026-10-15
Souders Financial Advisors
INCREASED23,00712,762+10,245+80%$1.2M$2.1M+$938.8K2026-11-03
Bricktown Capital, LLC
UNCHANGED22,49622,49600%$2.1M$2.1M$02026-10-13
Tennessee Valley Asset Management Partners
DECREASED22,47422,636-162-1%$2.1M$2.1M-$14.8K2026-11-03
PVG Asset Management Corp
INCREASED22,4339,671+12,762+132%$886.3K$2.1M+$1.2M2026-10-19
Financial Planning Fort Collins, LLC
INCREASED22,37822,163+215+1%$2.0M$2.1M+$23.7K2026-10-16
Avior Wealth Management, LLC
INCREASED22,22921,869+360+2%$2.0M$2.0M+$33.0K2026-10-13
Quartz Partners, LLC
DECREASED22,05825,103-3,045-12%$2.3M$2.0M-$279.0K2026-11-03
Walser Wealth Management Company, A Ltd Liability Co
DECREASED21,99623,778-1,782-7%$2.2M$2.0M-$163.3K2026-10-15
Independent Wealth Network Inc.
DECREASED21,93622,900-964-4%$2.1M$2.0M-$88.3K2026-10-19
Blue Capital, Inc.
NEW21,910—+21,910——$2.0M—2026-10-13
Walkner Condon Financial Advisors LLC
DECREASED21,83628,341-6,505-23%$2.6M$2.0M-$596.1K2026-11-02
Harmony Asset Management LLC
DECREASED21,76921,894-125-1%$2.0M$2.0M-$11.4K2026-10-20
Parkside Financial Bank & Trust
DECREASED21,70521,807-1020%$2.0M$2.0M-$9.3K2026-10-27
American Institute for Advanced Investment Management, LLP
DECREASED21,69523,025-1,330-6%$2.1M$2.0M-$121.9K2026-11-03
Sanchez Gaunt Capital Management, LLC
DECREASED21,62754,821-33,194-61%$5.0M$2.0M-$3.0M2026-11-03
Saxon Interests, Inc.
INCREASED21,1283,837+17,291+451%$351.6K$1.9M+$1.6M2026-10-26
Private Client Services, LLC
DECREASED21,04537,922-16,877-44%$3.5M$1.9M-$1.5M2026-10-02
Bank of New York Mellon Corp
DECREASED20,92525,028-4,103-16%$2.3M$1.9M-$375.9K2026-11-05
Waycross Investment Management Co
INCREASED20,65618,977+1,679+9%$1.7M$1.9M+$153.9K2026-10-14
Fifth Third Securities, Inc.
NEW20,552—+20,552——$1.9M—2026-10-21
Guardian Partners Inc.
INCREASED20,52510,614+9,911+93%$972.7K$1.9M+$908.2K2026-10-21
Wespac Advisors, LLC
INCREASED20,50317,883+2,620+15%$1.6M$1.9M+$240.1K2026-10-26
Upper Left Wealth Management, LLC
DECREASED19,61958,181-38,562-66%$5.3M$1.8M-$3.5M2026-10-14
Sage Mountain Advisors LLC
INCREASED19,5668,764+10,802+123%$803.1K$1.8M+$989.9K2026-11-02
Larry Mathis Financial Planning, LLC
INCREASED19,53614,711+4,825+33%$1.3M$1.8M+$442.2K2026-10-26
Hengehold Capital Management LLC
DECREASED19,43120,104-673-3%$1.8M$1.8M-$61.6K2026-10-16
Fjell Capital, LLC
DECREASED19,34526,605-7,260-27%$2.4M$1.8M-$665.3K2026-10-13
Cabot Wealth Management Inc
DECREASED19,22419,581-357-2%$1.8M$1.8M-$32.7K2026-11-05
J. Safra Sarasin Holding AG
DECREASED19,13021,148-2,018-10%$1.9M$1.8M-$185.1K2026-10-26
Norway Savings Bank
INCREASED19,0138,463+10,550+125%$775.5K$1.7M+$966.8K2026-10-20
International Assets Investment Management, LLC
DECREASED18,93820,184-1,246-6%$1.8M$1.7M-$113.7K2026-11-02
Onyx Bridge Wealth Group LLC
DECREASED18,50918,510-10%$1.7M$1.7M-$902026-10-16
Beese Fulmer Investment Management, Inc.
DECREASED18,50620,053-1,547-8%$1.8M$1.7M-$141.8K2026-10-23
Parkway Wealth Management Group, LLC
DECREASED18,50019,485-985-5%$1.8M$1.7M-$90.2K2026-10-20
Third View Private Wealth, LLC
INCREASED18,36517,182+1,183+7%$1.6M$1.7M+$108.4K2026-10-30
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED18,34018,547-207-1%$1.7M$1.7M-$18.9K2026-10-21
New Harbor Financial Group, LLC
INCREASED18,11811,640+6,478+56%$1.1M$1.7M+$593.6K2026-10-22
Transce3nd, LLC
INCREASED18,028955+17,073+1788%$87.4K$1.7M+$1.6M2026-10-26
Rosenberg Matthew Hamilton
INCREASED17,94117,254+687+4%$1.6M$1.6M+$63.0K2026-10-05
Ascentis Independent Advisors
INCREASED17,791755+17,036+2256%$69.3K$1.6M+$1.6M2026-11-03
First Horizon Corp
UNCHANGED17,70417,70400%$1.6M$1.6M$02026-10-26
US Bancorp \de\
DECREASED17,60217,795-193-1%$1.6M$1.6M-$17.7K2026-11-05
Compound Planning, Inc.
DECREASED17,26120,971-3,710-18%$1.9M$1.6M-$340.0K2026-11-05
DBK Financial Counsel, LLC
NEW17,191—+17,191——$1.6M—2026-10-13
Revisor Wealth Management LLC
DECREASED17,15439,029-21,875-56%$3.6M$1.6M-$2.0M2026-10-20
Marion Wealth Management
INCREASED17,11516,219+896+6%$1.5M$1.6M+$82.1K2026-10-22
Prairiewood Capital, LLC
DECREASED17,11318,299-1,186-6%$1.7M$1.6M-$108.7K2026-10-16
Integrity Advisory Solutions, LLC
INCREASED17,09112,971+4,120+32%$1.2M$1.6M+$377.6K2026-10-29
United Advisor Group, LLC
DECREASED17,08434,668-17,584-51%$3.2M$1.6M-$1.6M2026-11-03
Robinson Value Management, Ltd.
NEW17,015—+17,015——$1.6M—2026-10-20
Pacific Park Financial, Inc.
INCREASED16,46215,929+533+3%$1.5M$1.5M+$48.8K2026-10-13
Nations Financial Group Inc,
DECREASED16,28919,408-3,119-16%$1.8M$1.5M-$285.9K2026-11-05
First Citizens Financial Corp
INCREASED16,18611,572+4,614+40%$1.1M$1.5M+$422.8K2026-10-02
Ameliora Wealth Management Ltd.
UNCHANGED16,16316,16300%$1.5M$1.5M$02026-10-23
Capital CS Group, LLC
DECREASED15,96116,924-963-6%$1.6M$1.5M-$88.2K2026-10-29
RPG Investment Advisory, LLC
INCREASED15,93015,850+80+1%$1.5M$1.5M+$7.3K2026-10-21
Paulson Wealth Management Inc.
INCREASED15,90011,104+4,796+43%$1.0M$1.5M+$439.5K2026-11-02
Dorval Corp
INCREASED15,60615,458+148+1%$1.4M$1.4M+$13.5K2026-10-29
Catalyst Capital Advisors LLC
UNCHANGED15,50015,50000%$1.4M$1.4M$02026-11-02
SteelPeak Wealth, LLC
INCREASED15,11114,557+554+4%$1.3M$1.4M+$50.8K2026-10-16
JGP Wealth Management, LLC
INCREASED14,8002,635+12,165+462%$241.5K$1.4M+$1.1M2026-10-13
Buck Wealth Strategies, LLC
INCREASED14,66111,716+2,945+25%$1.1M$1.3M+$269.9K2026-10-28
Griffith & Werner, Inc.
NEW14,567—+14,567——$1.3M—2026-11-04
Diversified Management Inc
NEW14,470—+14,470——$1.3M—2026-10-08
Tortuga Wealth Management, Inc
INCREASED13,74512,057+1,688+14%$1.1M$1.3M+$155.0K2026-10-27
Ascent Wealth Partners, LLC
DECREASED13,54014,911-1,371-9%$1.4M$1.2M-$125.6K2026-10-23
Robinswood Financial LLC
DECREASED13,50515,188-1,683-11%$1.4M$1.2M-$155.2K2026-10-20
Pinkerton Wealth, LLC
DECREASED13,47014,418-948-7%$1.3M$1.2M-$86.9K2026-10-29
Eastern Bank
DECREASED13,46714,429-962-7%$1.3M$1.2M-$88.1K2026-10-05
Ascent Group, LLC
INCREASED13,2678,309+4,958+60%$761.4K$1.2M+$454.4K2026-10-30
HB Wealth Management, LLC
INCREASED13,0835,586+7,497+134%$511.9K$1.2M+$686.9K2026-10-23
Smart Wealth LLC
DECREASED12,89014,130-1,240-9%$1.3M$1.2M-$113.6K2026-11-04
Invariant Investment Management
INCREASED12,8829,375+3,507+37%$857.2K$1.2M+$320.6K2026-10-08
Highline Wealth Partners LLC
DECREASED12,56128,957-16,396-57%$2.7M$1.2M-$1.5M2026-10-19
Brown Miller Wealth Management, LLC
DECREASED12,53419,958-7,424-37%$1.8M$1.1M-$680.4K2026-11-02
Baker Tilly Wealth Management, LLC
DECREASED12,52613,537-1,011-7%$1.2M$1.1M-$92.6K2026-10-05
Focused Wealth Management, Inc
DECREASED12,29113,136-845-6%$1.2M$1.1M-$77.4K2026-10-30
Attessa Capital LLC
INCREASED12,2794,542+7,737+170%$416.2K$1.1M+$709.0K2026-10-09
Pinnacle Associates LTD
INCREASED12,11512,061+54+0%$1.1M$1.1M+$4.9K2026-10-20
King Luther Capital Management Corp
DECREASED11,99513,075-1,080-8%$1.2M$1.1M-$99.0K2026-11-05
Welch Group, LLC
INCREASED11,99311,877+116+1%$1.1M$1.1M+$10.6K2026-10-29
Mccarter Private Wealth Services LLC
INCREASED11,9377,276+4,661+64%$666.8K$1.1M+$427.1K2026-10-22
Bourgeon Capital Management LLC
NEW11,780—+11,780——$1.1M—2026-10-19
Dynamic Advisor Solutions LLC
NEW11,767—+11,767——$1.1M—2026-10-13
BayBridge Capital Group, LLC
DECREASED11,68720,572-8,885-43%$1.9M$1.1M-$814.2K2026-10-13
Castleview Partners, LLC
DECREASED11,63015,963-4,333-27%$1.5M$1.1M-$397.1K2026-10-09
Flagstar Securities, Inc
INCREASED11,6285,349+6,279+117%$490.2K$1.1M+$575.3K2026-10-15
Blue Trust, Inc.
INCREASED11,57810,206+1,372+13%$935.2K$1.1M+$125.7K2026-10-15
XY Planning Network, Inc.
INCREASED11,51011,478+32+0%$1.1M$1.1M+$2.9K2026-10-14
Comprehensive Financial Planning, Inc.
DECREASED11,49436,110-24,616-68%$3.3M$1.1M-$2.3M2026-10-27
Ashton Thomas Securities, LLC
DECREASED11,30424,474-13,170-54%$2.2M$193.5K-$2.0M2026-10-26
Rockport Wealth LLC
UNCHANGED11,26011,26000%$1.0M$1.0M$02026-11-03
Monument Capital Management
INCREASED11,24510,407+838+8%$953.7K$1.0M+$76.8K2026-10-09
Intrua Financial, LLC
DECREASED11,19711,331-134-1%$1.0M$1.0M-$12.3K2026-10-28
Seed Wealth Management, Inc.
DECREASED11,17012,975-1,805-14%$1.2M$1.0M-$165.4K2026-10-20
Briaud Financial Planning Inc
DECREASED11,11612,441-1,325-11%$1.1M$1.0M-$121.4K2026-10-20
Cornerstone Wealth Management, LLC
DECREASED11,11512,700-1,585-12%$1.2M$1.0M-$145.3K2026-11-04
Richmond Investment Services, LLC
DECREASED11,04911,874-825-7%$1.1M$1.0M-$75.6K2026-10-29
Aspiriant, LLC
NEW11,000—+11,000——$1.0M—2026-10-16
Sunpointe, LLC
DECREASED10,95111,423-472-4%$1.0M$1.0M-$43.2K2026-10-22
Tsfg, LLC
UNCHANGED10,93710,93700%$1.0M$1.0K-$1.0M2026-10-23
Sound Income Strategies, LLC
INCREASED10,8609,750+1,110+11%$893.5K$993.4K+$99.8K2026-10-09
Royal Fund Management, LLC
DECREASED10,71210,880-168-2%$997.0K$981.7K-$15.4K2026-10-22
Optima Capital LLC
NEW10,641—+10,641——$975.1K—2026-10-29
Diversified Portfolios, Inc.
DECREASED10,59715,419-4,822-31%$1.4M$971.1K-$441.9K2026-11-04
Creekside Partners
INCREASED10,5948,314+2,280+27%$761.9K$970.9K+$209.0K2026-11-04
Global View Capital Management LLC
DECREASED10,56529,618-19,053-64%$2.7M$968.2K-$1.7M2026-10-28
Eddie Patel Inc
DECREASED10,52913,417-2,888-22%$1.2M$964.9K-$264.6K2026-11-02
Realta Investment Advisors
INCREASED10,5196,967+3,552+51%$638.4K$964.0K+$325.6K2026-10-14
Steel Grove Capital Advisors, LLC
DECREASED10,51712,122-1,605-13%$1.1M$963.8K-$147.1K2026-10-13
Nfsg Corp
INCREASED10,4808,147+2,333+29%$746.6K$960.4K+$213.8K2026-10-15
TFB Advisors LLC
DECREASED10,36628,337-17,971-63%$2.6M$949.9K-$1.6M2026-11-02
Pittenger & Anderson Inc
NEW10,260—+10,260——$940.2K—2026-11-02
Wealth Architects, LLC
INCREASED10,09310,003+90+1%$916.7K$925.0K+$8.2K2026-11-03
SeaCrest Wealth Management, LLC
INCREASED9,9957,875+2,120+27%$721.7K$915.9K+$194.3K2026-10-21
Capital Planning LLC
UNCHANGED9,8619,86100%$903.7K$903.7K$02026-10-09
Leading Edge Financial Planning LLC
DECREASED9,83715,703-5,866-37%$1.4M$901.5K-$537.6K2026-10-23
Occidental Asset Management, LLC
DECREASED9,76310,673-910-9%$978.1K$894.7K-$83.4K2026-11-05
CPR Investments Inc.
DECREASED9,50919,287-9,778-51%$1.8M$871.4K-$896.0K2026-10-26
Advisory Advocates, LLC
INCREASED9,4447,774+1,670+21%$712.4K$865.5K+$153.1K2026-11-05
Raab & Moskowitz Asset Management LLC
NEW9,388—+9,388——$860.3K—2026-11-02
MBA Advisors LLC
DECREASED9,34830,888-21,540-70%$2.8M$856.7K-$2.0M2026-10-29
Advisor Resource Council
INCREASED9,3059,247+58+1%$845.4K$850.8K+$5.4K2026-11-05
Unique Wealth, LLC
DECREASED9,24610,366-1,120-11%$949.9K$847.3K-$102.6K2026-10-16
Burke & Herbert Bank & Trust Co
INCREASED9,2157,200+2,015+28%$659.8K$844.5K+$184.7K2026-11-02
Creative Financial Designs Inc
DECREASED8,9719,387-416-4%$860.2K$822.1K-$38.1K2026-11-04
MFG Wealth Management, Inc.
INCREASED8,8768,392+484+6%$769.0K$813.4K+$44.4K2026-10-09
B.O.S.S. Retirement Advisors, LLC
DECREASED8,87112,045-3,174-26%$1.1M$812.9K-$290.9K2026-10-26
Hobart Private Capital, LLC
INCREASED8,6808,107+573+7%$742.9K$795.4K+$52.5K2026-10-19
Claro Advisors Inc.
DECREASED8,6629,903-1,241-13%$907.5K$793.7K-$113.8K2026-11-02
Balboa Wealth Partners
INCREASED8,6046,147+2,457+40%$563.3K$788.5K+$225.1K2026-10-20
Forvis Mazars Wealth Advisors, LLC
INCREASED8,6026,346+2,256+36%$581.5K$788.3K+$206.7K2026-10-13
SAX Wealth Advisors, LLC
INCREASED8,5495,825+2,724+47%$533.8K$783.4K+$249.6K2026-10-13
Richardson Financial Services Inc.
INCREASED8,5122+8,510+425500%$183$780.0K+$779.9K2026-10-30
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED8,4888,475+13+0%$776.6K$777.8K+$1.2K2026-10-28
Kestra Investment Management, LLC
INCREASED8,4505,412+3,038+56%$495.9K$774.3K+$278.4K2026-11-04
Encompass More Asset Management
DECREASED8,394498,380-489,986-98%$45.7M$769.2K-$44.9M2026-10-16
CFG Wealth Management Services, Inc.
DECREASED8,39019,617-11,227-57%$1.8M$766.9K-$1.0M2026-10-21
Signature Estate & Investment Advisors LLC
INCREASED8,2558,142+113+1%$746.2K$756.5K+$10.4K2026-10-13
Retireful, LLC
INCREASED8,1857,556+629+8%$692.4K$750.1K+$57.6K2026-10-09
Total Clarity Wealth Management, Inc.
INCREASED8,1622,387+5,775+242%$218.7K$748.0K+$529.2K2026-10-26
Mitchell Sinkler & Starr
DECREASED8,0219,408-1,387-15%$862.2K$735.1K-$127.1K2026-10-13
Triad Wealth Partners, LLC
NEW8,000—+8,000——$733.1K—2026-10-26
Arlington Trust Co LLC
DECREASED7,99910,294-2,295-22%$943.3K$733.0K-$210.3K2026-10-20
Portfolio Design Labs, LLC
INCREASED7,9087,860+48+1%$720.3K$724.7K+$4.4K2026-11-04
Focused Alpha, LLC
NEW7,868—+7,868——$721.0K—2026-10-20
Columbia Advisory Partners LLC
INCREASED7,8556,740+1,115+17%$617.7K$719.8K+$102.2K2026-10-15
Total Investment Management Inc
DECREASED7,7358,051-316-4%$738.1K$708.8K-$29.3K2026-10-22
Meitav Investment House LTD
INCREASED7,6997,372+327+4%$675.6K$705.5K+$30.0K2026-10-28
Univest Financial Corp
DECREASED7,69110,912-3,221-30%$1,000.0K$704.8K-$295.2K2026-11-05
Evergreen Capital Management LLC
INCREASED7,4967,220+276+4%$661.7K$686.9K+$25.2K2026-10-23
Matauro, LLC
INCREASED7,4524,514+2,938+65%$413.6K$682.9K+$269.3K2026-11-03
Endowment Wealth Management, Inc.
INCREASED7,4456,013+1,432+24%$551.1K$682.2K+$131.2K2026-11-03
Left Brain Wealth Management, LLC
NEW7,439—+7,439——$681.7K—2026-10-28
Stonehaven Wealth & TAX Solutions, LLC
INCREASED7,4285,159+2,269+44%$472.8K$680.7K+$207.9K2026-10-22
Wealthcare Capital Management LLC
INCREASED7,3796,989+390+6%$640.5K$676.2K+$35.7K2026-10-21
McAdam, LLC
DECREASED7,2438,124-881-11%$744.5K$663.8K-$80.7K2026-10-21
Summa Corp.
INCREASED7,2367,100+136+2%$650.6K$663.1K+$12.5K2026-10-30
Colonial River Investments, LLC
INCREASED7,2046,122+1,082+18%$561.0K$660.2K+$99.2K2026-10-19
RiverTree Advisors, LLC
DECREASED7,2037,575-372-5%$694.2K$660.1K-$34.1K2026-10-13
Verum Partners LLC
DECREASED7,04212,939-5,897-46%$1.2M$645.3K-$540.4K2026-10-21
Provenance Wealth Advisors, LLC
NEW7,036—+7,036——$644.8K—2026-10-30
Beacon Bank & Trust
DECREASED6,92210,307-3,385-33%$944.5K$634.3K-$310.2K2026-10-27
Eagle Strategies LLC
DECREASED6,9106,979-69-1%$639.5K$633.2K-$6.3K2026-10-16
Traphagen Investment Advisors LLC
INCREASED6,8426,273+569+9%$574.9K$627.0K+$52.1K2026-10-14
Navigation Wealth Management, Inc.
INCREASED6,7736,747+26+0%$618.3K$619.7K+$1.4K2026-11-03
Platform Technology Partners
INCREASED6,7723,745+3,027+81%$343.2K$620.6K+$277.4K2026-11-02
Arkfeld Wealth Strategies, L.L.C.
INCREASED6,7226,676+46+1%$610.4K$614.8K+$4.4K2026-10-19
Providence First Trust Co
DECREASED6,7156,865-150-2%$629.1K$615.4K-$13.7K2026-11-02
Milestone Asset Management, LLC
INCREASED6,7125,871+841+14%$538.0K$615.2K+$77.1K2026-10-15
Clio Asset Management LLC
DECREASED6,69536,012-29,317-81%$3.3M$613.5K-$2.7M2026-10-13
Quadcap Wealth Management, LLC
DECREASED6,6516,923-272-4%$634.4K$609.5K-$24.9K2026-11-02
Pacific Excel Wealth Advisors, Inc.
NEW6,559—+6,559——$601.1K—2026-10-27
Client First Investment Management LLC
DECREASED6,4026,533-131-2%$598.7K$586.7K-$12.0K2026-10-09
Spectrum Asset Management, Inc. (NB )
INCREASED6,3754,175+2,200+53%$382.6K$584.2K+$201.6K2026-10-19
Five Pine Wealth Management
INCREASED6,3725,571+801+14%$510.6K$583.9K+$73.3K2026-10-20
Chicago Partners Investment Group LLC
DECREASED6,3537,961-1,608-20%$729.1K$582.1K-$147.0K2026-10-27
Eagle Global Advisors LLC
UNCHANGED6,3506,35000%$581.9K$581.9K$02026-11-02
Greenleaf Trust
DECREASED6,33410,490-4,156-40%$961.3K$580.4K-$380.9K2026-10-29
Town Capital LLC
INCREASED6,2504,136+2,114+51%$379.0K$572.8K+$193.7K2026-11-03
Versant Capital Management, Inc
UNCHANGED6,1846,18400%$566.7K$566.7K$02026-10-02
Mission Wealth Management, LP
INCREASED5,9855,853+132+2%$536.4K$548.5K+$12.1K2026-10-15
Beacon Financial Advisory LLC
DECREASED5,9366,062-126-2%$555.6K$543.9K-$11.6K2026-10-16
Paladin Wealth, LLC
INCREASED5,9074,489+1,418+32%$411.4K$541.4K+$130.0K2026-10-23
Summit Financial Strategies, Inc.
DECREASED5,8986,724-826-12%$616.2K$540.5K-$75.7K2026-10-14
Sloy Dahl & Holst, LLC
UNCHANGED5,7755,77500%$529.2K$529.2K$02026-10-14
Aegis Wealth Management, Inc.
NEW5,720—+5,720——$524.2K—2026-10-26
Hummer Financial Advisory Services Inc
UNCHANGED5,7005,70000%$522.3K$522.3K$02026-10-09
Councilor Wealth, LLC
INCREASED5,5785,564+14+0%$510.0K$511.2K+$1.2K2026-10-09
Lincoln Capital Corp
DECREASED5,5727,933-2,361-30%$727.0K$510.6K-$216.4K2026-10-13
Americana Partners, LLC
UNCHANGED5,5025,50200%$504.2K$504.2K$02026-10-28
GEM Asset Management, LLC
INCREASED5,5004,000+1,500+38%$366.6K$504.0K+$137.5K2026-10-13
Waystone Advisors LLC
UNCHANGED5,4425,44200%$498.7K$498.7K$02026-10-16
Acorn Wealth Advisors, LLC
INCREASED5,4073,444+1,963+57%$315.6K$495.5K+$179.9K2026-10-19
Salvus Wealth Management, LLC
INCREASED5,2974,193+1,104+26%$384.2K$485.4K+$101.2K2026-10-13
City Center Advisors, LLC
INCREASED5,2834,078+1,205+30%$373.7K$484.2K+$110.4K2026-10-08
Sound Financial Strategies Group, LLC
UNCHANGED5,2795,27900%$483.8K$483.8K$02026-10-30
Miramontes Capital, LLC
DECREASED5,1755,293-118-2%$485.1K$474.2K-$10.8K2026-10-19
Stegent Equity Advisors, Inc.
INCREASED5,1744,983+191+4%$456.6K$474.1K+$17.5K2026-10-13
Stiles Financial Services Inc
INCREASED5,1165,072+44+1%$464.8K$468.8K+$4.1K2026-10-30
Capital Square, LLC
DECREASED5,0688,309-3,241-39%$760.1K$464.5K-$295.6K2026-10-19
AlphaStar Capital Management, LLC
DECREASED5,0068,292-3,286-40%$759.9K$458.7K-$301.1K2026-10-16
PKS Advisory Services, LLC
UNCHANGED4,9664,96600%$455.1K$455.1K$02026-10-26
Archford Capital Strategies, LLC
NEW4,913—+4,913——$450.2K—2026-10-19
Able Financial Group, LLC
NEW4,906—+4,906——$449.6K—2026-10-14
Kings Path Partners LLC
UNCHANGED4,7184,71800%$432.4K$432.4K$02026-10-21
Andina Capital Management, LLC
DECREASED4,6855,540-855-15%$507.7K$429.3K-$78.4K2026-10-21
Larson Financial Group LLC
INCREASED4,6724,416+256+6%$404.7K$428.1K+$23.4K2026-11-05
SFG Wealth Management, Llc.
INCREASED4,6474,607+40+1%$422.2K$425.9K+$3.7K2026-10-23
WealthBridge Capital Management, LLC
INCREASED4,6394,609+30+1%$422.4K$425.1K+$2.7K2026-10-16
Gamma Investing LLC
INCREASED4,6004,332+268+6%$397.0K$421.5K+$24.6K2026-10-08
Enclave Advisors LLC
INCREASED4,5904,581+9+0%$419.8K$420.7K+$8832026-10-14
TCP Asset Management, LLC
UNCHANGED4,5714,57100%$418.9K$417.9K-$9592026-10-14
Silverleafe Capital Partners, LLC
UNCHANGED4,5194,51900%$414.1K$414.1K$02026-10-02
Roman Butler Fullerton & Co
DECREASED4,5105,861-1,351-23%$536.3K$413.0K-$123.3K2026-10-27
CPC Advisors, LLC
DECREASED4,4776,219-1,742-28%$569.9K$410.3K-$159.6K2026-10-21
Wealth Advisory Solutions, LLC
DECREASED4,4455,213-768-15%$477.7K$407.3K-$70.4K2026-10-20
SpringVest Wealth Management LLC
INCREASED4,4134,310+103+2%$395.0K$404.4K+$9.4K2026-10-27
Cane Capital Partners, LLC
INCREASED4,3923,995+397+10%$366.1K$402.5K+$36.4K2026-10-23
Princeton Capital Management LLC
UNCHANGED4,3704,37000%$400.5K$400.5K$02026-10-27
Innova Wealth Partners
INCREASED4,3683,744+624+17%$343.1K$400.3K+$57.2K2026-10-21
Hamilton Capital, LLC
UNCHANGED4,3304,33000%$396.8K$396.8K$02026-10-08
Nemes Rush Group LLC
INCREASED4,2864,230+56+1%$387.6K$392.8K+$5.1K2026-11-04
Fulcrum Equity Management
DECREASED4,28511,699-7,414-63%$1.1M$392.7K-$679.4K2026-10-21
Holos Integrated Wealth LLC
DECREASED4,2676,707-2,440-36%$613.3K$390.8K-$222.6K2026-10-23
Ceera Investments, LLC
INCREASED4,2652,785+1,480+53%$255.2K$390.8K+$135.6K2026-11-02
Partners Wealth Management, LLC
NEW4,244—+4,244——$388.9K—2026-10-28
Redwood Park Advisors LLC
INCREASED4,2333,926+307+8%$359.8K$388.0K+$28.2K2026-11-02
New Wave Wealth Advisors LLC
NEW4,212—+4,212——$385.5K—2026-10-19
Woodward Diversified Capital, LLC
NEW4,144—+4,144——$379.8K—2026-10-21
Bond & Devick Financial Network, Inc.
UNCHANGED4,1044,10400%$376.1K$376.1K$02026-10-23
IFC & Insurance Marketing, Inc.
DECREASED4,0854,256-171-4%$390.0K$374.4K-$15.6K2026-10-16
Integrated Capital Management, LLC
NEW4,067—+4,067——$372.7K—2026-10-23
Lazari Capital Management, Inc.
DECREASED4,0624,114-52-1%$377.0K$372.3K-$4.8K2026-10-20
Madrid Financial Services
UNCHANGED4,0544,05400%$371.5K$371.5K$02026-11-03
Fire Capital Management LLC
DECREASED4,0004,400-400-9%$403.2K$366.6K-$36.7K2026-10-27
Texas Bank & Trust Co
UNCHANGED4,0004,00000%$366.6K$366.6K$02026-11-04
Sterling Investment Counsel, LLC
NEW3,992—+3,992——$365.8K—2026-10-19
Sentinel Pension Advisors, LLC
INCREASED3,9173,898+19+0%$356.9K$358.9K+$2.0K2026-11-02
Evolution Wealth Advisors, LLC
INCREASED3,8953,625+270+7%$332.2K$356.9K+$24.8K2026-11-03
Northeast Investment Management
NEW3,861—+3,861——$353.8K—2026-10-30
Transcendent Capital Group LLC
UNCHANGED3,8053,80500%$348.7K$348.7K$02026-10-28
Cypress Wealth Services, LLC
INCREASED3,7592,369+1,390+59%$217.1K$343.8K+$126.7K2026-10-21
Courier Capital LLC
DECREASED3,7448,091-4,347-54%$741.5K$343.1K-$398.4K2026-10-19
Worth Financial Advisory Group, LLC
DECREASED3,6783,996-318-8%$366.2K$337.1K-$29.1K2026-10-19
Brighton Jones LLC
NEW3,669—+3,669——$336.2K—2026-11-03
DSG Capital Advisors, LLC
DECREASED3,5604,105-545-13%$375.6K$326.2K-$49.4K2026-11-05
A4 Wealth Advisors LLC
DECREASED3,5003,953-453-11%$362.2K$320.8K-$41.5K2026-10-20
Beacon Investment Advisory Services, Inc.
UNCHANGED3,5003,50000%$320.7K$320.7K$02026-10-13
Rede Wealth, LLC
DECREASED3,4693,488-19-1%$319.6K$317.9K-$1.7K2026-10-22
Calamos Advisors LLC
NEW3,433—+3,433——$314.6K—2026-11-02
Tableaux LLC
UNCHANGED3,4293,42900%$314.2K$314.2K$02026-10-23
Strategy Asset Managers LLC
INCREASED3,4022,916+486+17%$267.2K$311.8K+$44.5K2026-10-14
Weaver Consulting Group
INCREASED3,3802,997+383+13%$274.6K$309.7K+$35.1K2026-10-07
Farrow Financial, Inc.
DECREASED3,3664,196-830-20%$384.5K$308.5K-$76.1K2026-10-30
HUB Investment Partners, LLC
NEW3,363—+3,363——$308.2K—2026-11-03
Fonville Wealth Management LLC
DECREASED3,3573,964-607-15%$363.3K$307.6K-$55.7K2026-10-28
Nvwm, LLC
DECREASED3,3304,280-950-22%$392.2K$305.2K-$87.1K2026-10-14
Central Trust Co
DECREASED3,3063,688-382-10%$338.0K$303.0K-$35.0K2026-11-05
Paragon Private Wealth Management, LLC
DECREASED3,2093,595-386-11%$329.5K$294.1K-$35.4K2026-10-20
True Private Wealth Advisors
DECREASED3,1823,247-65-2%$297.5K$291.7K-$5.9K2026-10-19
EdgeRock Capital LLC
DECREASED3,1513,191-40-1%$292.4K$288.8K-$3.7K2026-11-03
Avidian Wealth Enterprises, LLC
DECREASED3,1424,793-1,651-34%$439.2K$287.9K-$151.3K2026-10-08
Swmg, LLC
DECREASED3,14019,030-15,890-83%$1.7M$287.6K-$1.5M2026-10-23
Novem Group
INCREASED3,1382,686+452+17%$246.1K$287.6K+$41.4K2026-10-19
Thompson Siegel & Walmsley LLC
INCREASED3,1122,457+655+27%$225.0K$285-$224.7K2026-11-05
Syntegra Private Wealth Group, LLC
INCREASED3,1093,104+5+0%$284.5K$284.9K+$4742026-10-13
Soundwatch Capital LLC
INCREASED3,0932,450+643+26%$224.5K$282.8K+$58.3K2026-11-04
True Freedom Investing, LLC
INCREASED3,0892,541+548+22%$232.8K$283.0K+$50.2K2026-10-29
Broussard Financial Group LLC
DECREASED3,07723,193-20,116-87%$2.1M$282.0K-$1.8M2026-10-26
Capital Advisors Wealth Management, LLC
UNCHANGED3,0013,00100%$275.0K$275.0K$02026-10-09
Cantor Fitzgerald Investment Advisors L.P.
DECREASED2,9515,879-2,928-50%$538.8K$270.4K-$268.3K2026-10-21
Clean Yield Group
INCREASED2,9432,340+603+26%$214.4K$269.7K+$55.3K2026-10-28
SimpliFi, Inc.
INCREASED2,9422,916+26+1%$267.2K$269.6K+$2.4K2026-10-28
Signature Equity Partners, LLC
INCREASED2,9321,619+1,313+81%$148.3K$268.7K+$120.4K2026-10-29
ARS Wealth Advisors Group, LLC
INCREASED2,9192,623+296+11%$240.4K$267.5K+$27.1K2026-10-16
Lockerman Financial Group, Inc.
NEW2,896—+2,896——$265.4K—2026-10-19
Elevate Capital Advisors, LLC
INCREASED2,8542,802+52+2%$256.8K$261.6K+$4.8K2026-11-02
PFW Advisors LLC
DECREASED2,8535,434-2,581-47%$498.0K$261.4K-$236.5K2026-10-07
Gateway Investment Advisers LLC
DECREASED2,8532,877-24-1%$263.6K$261.4K-$2.2K2026-10-13
Summit Investment Advisory Services, LLC
NEW2,822—+2,822——$258.6K—2026-11-03
Indivisible Partners
DECREASED2,8043,444-640-19%$315.6K$256.9K-$58.7K2026-10-26
Keeler Thomas Management LLC
INCREASED2,7932,637+156+6%$241.7K$256.0K+$14.3K2026-10-29
Smith Salley Wealth Management
INCREASED2,7712,763+8+0%$253.2K$253.9K+$7342026-11-03
Verity Asset Management, Inc.
INCREASED2,7702,746+24+1%$251.6K$253.8K+$2.2K2026-10-30
Secure Asset Management, LLC
INCREASED2,7642,692+72+3%$246.7K$253.3K+$6.6K2026-10-19
Redhawk Wealth Advisors, Inc.
NEW2,758—+2,758——$252.8K—2026-10-14
Valtinson Bruner Financial Planning LLC
DECREASED2,7453,637-892-25%$333.3K$251.6K-$81.7K2026-11-02
First Heartland Consultants, Inc.
DECREASED2,7443,071-327-11%$281.5K$251.5K-$30.0K2026-10-08
Triumph Capital Management
DECREASED2,7433,093-350-11%$283.4K$251.4K-$32.1K2026-10-14
Turtle Creek Wealth Advisors, LLC
UNCHANGED2,7312,73100%$250.3K$250.3K$02026-10-15
Fortitude Advisory Group L.L.C.
NEW2,729—+2,729——$250.1K—2026-10-15
R2 Capital Strategies, LLC
DECREASED2,7133,162-449-14%$289.8K$248.6K-$41.1K2026-10-15
HCR Wealth Advisors
UNCHANGED2,7002,70000%$247.5K$247.5K$02026-10-15
Blume Capital Management, Inc.
DECREASED2,6722,752-80-3%$252.2K$244.9K-$7.3K2026-10-26
LightSquare Wealth Management, LLC
NEW2,646—+2,646——$242.5K—2026-11-03
Kelly Financial Group LLC
UNCHANGED2,6232,62300%$240.4K$240.4K$02026-10-16
Argyle Capital Partners, LLC
INCREASED2,5902,218+372+17%$203.3K$237.4K+$34.1K2026-10-23
Naples Global Advisors, LLC
DECREASED2,5652,635-70-3%$241.5K$235.1K-$6.4K2026-11-05
United Asset Strategies, Inc.
DECREASED2,5564,900-2,344-48%$449.1K$234.2K-$214.8K2026-10-28
Lodestone Wealth Management LLC
DECREASED2,5482,973-425-14%$272.4K$233.5K-$38.9K2026-10-14
Heritage Wealth Management, Inc.
DECREASED2,4373,087-650-21%$282.9K$223.3K-$59.6K2026-10-28
Uptick Partners, LLC
DECREASED2,4053,826-1,421-37%$350.6K$220.4K-$130.2K2026-11-04
ARQ Wealth Advisors, LLC
DECREASED2,4002,700-300-11%$247.3K$219.9K-$27.3K2026-10-29
Phraction Management LLC
UNCHANGED2,3832,38300%$218.4K$218.4K$02026-10-14
Apeiron RIA LLC
NEW2,376—+2,376——$217.2K—2026-10-08
Legacy Wealth Partners, LLC
DECREASED2,34914,406-12,057-84%$1.3M$215.3K-$1.1M2026-10-15
Howard Financial Services, Ltd.
DECREASED2,3383,541-1,203-34%$324.5K$214.3K-$110.2K2026-10-15
Absolute Capital Management, LLC
NEW2,333—+2,333——$213.9K—2026-10-16
Formidable Asset Management, LLC
DECREASED2,3333,223-890-28%$295.4K$213.8K-$81.6K2026-11-03
Lake Street Private Wealth, LLC
INCREASED2,3282,306+22+1%$211.4K$213.3K+$1.9K2026-10-22
Portland Financial Advisors Inc
DECREASED2,3222,950-628-21%$270.3K$212.8K-$57.6K2026-10-26
Greenwood Gearhart LLC
NEW2,306—+2,306——$211.3K—2026-11-02
Financial Architects, LLC
NEW2,285—+2,285——$209.4K—2026-10-13
Advisory Solutions Group, LLC
DECREASED2,2854,213-1,928-46%$386.1K$209.4K-$176.7K2026-10-14
Valeo Financial Advisors, LLC
DECREASED2,2832,665-382-14%$244.2K$209.2K-$35.0K2026-10-08
Prosperity Financial Group, Inc.
NEW2,255—+2,255——$206.6K—2026-10-29
Columbia Asset Management
UNCHANGED2,2502,25000%$206.2K$206.2K$02026-10-19
Penobscot Investment Management Company, Inc.
UNCHANGED2,2302,23000%$204.4K$204.4K$02026-10-26
Thrive Wealth Management, LLC
DECREASED2,2222,866-644-22%$262.6K$203.6K-$59.0K2026-10-13
Cottage Street Advisors LLC
INCREASED2,2122,192+20+1%$200.9K$202.7K+$1.8K2026-10-19
FIG Financial Advisory Services Inc
DECREASED2,2092,848-639-22%$261.0K$202.4K-$58.6K2026-10-07
First Premier Bank
NEW2,184—+2,184——$200—2026-10-13
Virginia Estate & Retirement Planning Advisors Inc.
NEW2,049—+2,049——$187.8K—2026-10-14
CX Institutional
UNCHANGED1,9261,92600%$176$176$02026-10-02
Godsey & Gibb, Inc
DECREASED1,8702,845-975-34%$260.7K$171.4K-$89.3K2026-10-14
Acropolis Investment Management, LLC
NEW1,635—+1,635——$149.8K—2026-10-08
Armstrong Advisory Group, Inc
DECREASED1,6271,628-10%$149.2K$149.1K-$812026-10-09
Evolution Wealth Management Inc.
INCREASED1,3211,232+89+7%$112.9K$121.1K+$8.2K2026-10-28
Covestor Ltd
DECREASED1,3133,667-2,354-64%$336.0K$120-$335.9K2026-10-30
Ascentis Wealth Management, LLC
INCREASED1,143708+435+61%$64.9K$104.8K+$39.9K2026-11-03
Clark Wealth Partners
INCREASED1,0891,079+10+1%$98.9K$99.8K+$8902026-10-19
Angeles Wealth Management, LLC
UNCHANGED1,0091,00900%$92.5K$92.5K$02026-10-26
Phillip James Consulting Co.
NEW952—+952——$87.2K—2026-11-03
WPG Advisers, LLC
INCREASED850795+55+7%$72.9K$77.9K+$5.0K2026-10-27
Golden State Wealth Management, LLC
DECREASED7421,133-391-35%$103.9K$68.0K-$35.8K2026-11-02
Dynamic Wealth Strategies, LLC
UNCHANGED70570500%$64.6K$64.6K$02026-10-16
Lloyd Advisory Services, Llc.
INCREASED704699+5+1%$64.1K$64.6K+$4932026-11-02
Washington Trust Advisors, Inc.
DECREASED6621,006-344-34%$92.2K$60.7K-$31.5K2026-10-22
Cassaday & Co Wealth Management LLC
INCREASED645354+291+82%$32.4K$59.1K+$26.7K2026-10-27
Winthrop Capital Management, LLC
UNCHANGED58958900%$54.0K$54.0K-$242026-11-05
Cullen T Bankers, Inc.
DECREASED584996-412-41%$91.3K$53.5K-$37.7K2026-10-28
Bangor Savings Bank
UNCHANGED54654600%$50.0K$50.0K$02026-10-06
Networth Advisors, LLC
NEW540—+540——$49.5K—2026-11-03
First Bancorp, Inc
UNCHANGED50050000%$45.8K$45.8K$02026-10-26
Weaver Capital Management LLC
UNCHANGED49349300%$45.2K$45.2K$02026-10-15
Trust Co of Vermont
DECREASED455480-25-5%$44.0K$41.7K-$2.3K2026-10-21
City State Bank
INCREASED453107+346+323%$9.8K$41.5K+$31.7K2026-10-20
Glass Jacobson Investment Advisors llc
INCREASED446442+4+1%$40.5K$40.8K+$3642026-10-26
Compass Financial Management LLC
INCREASED427375+52+14%$34.3K$39.1K+$4.8K2026-10-30
Topor & Co. Korea
DECREASED4252,758-2,333-85%$252.7K$38.9K-$213.8K2026-10-22
Allspring Global Investments Holdings, LLC
DECREASED401434-33-8%$39.7K$36.7K-$3.0K2026-11-04
3 Factor Indexing, LLC
UNCHANGED39739700%$36.4K$36.4K$02026-10-15
Wilmington Savings Fund Society, FSB
NEW394—+394——$36.1K—2026-10-23
Quest 10 Wealth Builders, Inc.
UNCHANGED37537500%$34.4K$34.4K$02026-11-02
Balentine LLC
INCREASED357335+22+7%$30.7K$32.7K+$2.0K2026-11-03
Latitude Advisors, LLC
NEW341—+341——$31.3K—2026-10-27
Align Financial, LLC
UNCHANGED33433400%$30.6K$30.6K$02026-10-16
Silver Grove Financial Group, Inc.
INCREASED332277+55+20%$25.4K$30.4K+$5.0K2026-11-05
Kroeger Financial Partners
INCREASED287279+8+3%$25.6K$26.3K+$7332026-10-19
Provident Wealth Management, LLC
INCREASED273261+12+5%$23.9K$25.0K+$1.1K2026-10-20
Piscataqua Savings Bank
UNCHANGED26326300%$24.1K$24.1K$02026-10-21
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED2223,062-2,840-93%$280.6K$20.3K-$260.3K2026-10-14
Main Street Group, LTD
UNCHANGED22022000%$20.2K$20.2K$02026-10-28
Rakuten Investment Management, Inc.
NEW197—+197——$18.1K—2026-10-30
Rudd Co d/b/a Styre Wealth
NEW192—+192——$17.6K—2026-10-29
Mosley Wealth Management
UNCHANGED17017000%$15.6K$15.6K-$172026-10-16
Moisand Fitzgerald Tamayo, LLC
NEW161—+161——$14.8K—2026-10-15
Avion Wealth
UNCHANGED15215200%$13$13$02026-11-04
Mather Group, Llc.
DECREASED1052,802-2,697-96%$256.8K$9.6K-$247.2K2026-10-14
Reap Financial Group, LLC
UNCHANGED10310300%$9.4K$9.4K$02026-11-02
Trust Co
UNCHANGED787800%$7.1K$7.1K$02026-10-09
IMG Wealth Management, Inc.
UNCHANGED777700%$7.0K$7.1K+$632026-10-27
Rydar Equities, Inc.
NEW74—+74——$6.8K—2026-10-13
Root Financial Partners, LLC
NEW62—+62——$5.7K—2026-10-21
Birch Financial Group, LLC
NEW52—+52——$4.8K—2026-10-27
Princeton Global Asset Management LLC
UNCHANGED505000%$4.6K$4.6K$02026-10-21
Key FInancial Inc
NEW47—+47——$4.3K—2026-11-02
Pinnacle Bancorp, Inc.
DECREASED47230-183-80%$21.1K$4.3K-$16.8K2026-10-21
Bayban
UNCHANGED444400%$4.0K$4.0K$02026-11-05
Townsend Asset Management Corp
UNCHANGED434300%$3.9K$3.9K$02026-10-29
Westside Investment Management, Inc.
UNCHANGED383800%$3.5K$3.5K$02026-11-02
Nova Financial LLC
NEW37—+37——$3.4K—2026-11-04
Kingdom Financial Group Llc.
UNCHANGED353500%$3.2K$3.2K$02026-11-04
Vermillion Wealth Management, Inc.
UNCHANGED323200%$2.9K$2.9K$02026-10-26
POM Investment Strategies, LLC
INCREASED2928+1+4%$2.6K$2.6K+$222026-10-20
Signaturefd, LLC
DECREASED2146-25-54%$4.2K$1.9K-$2.3K2026-10-23
NBH Bank
NEW17—+17——$1.6K—2026-11-05
Bfsg, LLC
UNCHANGED161600%$1.5K$1.5K$02026-10-30
CKW Financial Group
NEW12—+12——$1—2026-10-29
Halbert Hargrove Global Advisors, LLC
UNCHANGED101000%$889$896+$72026-10-16
Vima LLC
UNCHANGED8800%$699$705+$62026-10-23
Valley National Advisers Inc
UNCHANGED6600%$550$550$02026-10-23
DecisionPoint Financial, LLC
NEW1—+1——$92—2026-10-27
Tounjian Advisory Partners, LLC
DECREASED17-6-86%$642$108-$5342026-11-04
Raleigh Capital Management Inc.
DECREASED12-1-50%$157$91-$662026-10-28
Rachor Investment Advisory Services, LLC
UNCHANGED1100%$109$110+$12026-10-29
Jefferies Financial Group Inc.
CLOSED0615,651-615,651-100%$56.4M$0-$56.4M2026-11-05
Capital Investment Advisory Services, LLC
CLOSED0550,727-550,727-100%$50.5M$0-$50.5M2026-10-30
Valence8 US LP
CLOSED0307,308-307,308-100%$28.2M$0-$28.2M2026-11-03
Hofer & Associates. Inc
CLOSED0181,339-181,339-100%$16.6M$0-$16.6M2026-10-13
MinichMacGregor Wealth Management, LLC
CLOSED0112,959-112,959-100%$10.4M$0-$10.4M2026-10-14
IronBridge Private Wealth, LLC
CLOSED073,439-73,439-100%$6.7M$0-$6.7M2026-11-03
Scarborough Advisors, LLC
CLOSED056,790-56,790-100%$5.2M$0-$5.2M2026-10-16
Clear Creek Financial Management, LLC
CLOSED047,505-47,505-100%$4.4M$0-$4.4M2026-10-28
Point Nemo Capital, LLC
CLOSED039,618-39,618-100%$3.6M$0-$3.6M2026-11-03
Quattro Financial Advisors LLC
CLOSED026,720-26,720-100%$2.4M$0-$2.4M2026-10-15
Axim Planning & Wealth
CLOSED024,316-24,316-100%$2.2M$0-$2.2M2026-10-28
Rational Advisors, Inc.
CLOSED017,970-17,970-100%$1.6M$0-$1.6M2026-11-02
World Equity Group, Inc.
CLOSED016,612-16,612-100%$1.5M$0-$1.5M2026-10-14
Private Wealth Group, LLC
CLOSED013,987-13,987-100%$1.3M$0-$1.3M2026-10-19
One Wealth Capital Management, LLC
CLOSED013,244-13,244-100%$1.2M$0-$1.2M2026-10-23
Hutchens & Kramer Investment Management Group, LLC
CLOSED012,787-12,787-100%$1.2M$0-$1.2M2026-10-16
YHB Investment Advisors, Inc.
CLOSED010,915-10,915-100%$1.0M$0-$1.0M2026-10-08
Collaborative Fund Advisors, LLC
CLOSED08,658-8,658-100%$793.4K$0-$793.4K2026-11-02
Ehrlich Financial Group
CLOSED07,908-7,908-100%$724.7K$0-$724.7K2026-10-20
Lesa Sroufe & Co
CLOSED07,608-7,608-100%$697.0K$0-$697.0K2026-10-29
FSA Investment Group, LLC
CLOSED07,366-7,366-100%$675.0K$0-$675.0K2026-10-07
Harbor Capital Advisors, Inc.
CLOSED06,544-6,544-100%$600.0K$0-$600.0K2026-10-22
Laurel OAK Wealth Management, LLC
CLOSED06,180-6,180-100%$566.4K$0-$566.4K2026-10-19
Joel Isaacson & Co., LLC
CLOSED06,149-6,149-100%$563.5K$0-$563.5K2026-11-05
Winthrop Advisory Group LLC
CLOSED05,928-5,928-100%$543.2K$0-$543.2K2026-10-22
Wellington Shields Capital Management, LLC
CLOSED05,684-5,684-100%$520.9K$0-$520.9K2026-11-03
Bdfs Capital LLC
CLOSED05,160-5,160-100%$472.9K$0-$472.9K2026-10-14
Rebalance, LLC
CLOSED04,426-4,426-100%$405.6K$0-$405.6K2026-10-22
KFG Wealth Management, LLC
CLOSED04,004-4,004-100%$367.0K$0-$367.0K2026-10-16
Investment Advisory Services Inc
CLOSED03,857-3,857-100%$353.5K$0-$353.5K2026-10-27
Visionary Wealth Advisors
CLOSED03,452-3,452-100%$316.3K$0-$316.3K2026-11-04
Cypress Point Wealth Management, LLC
CLOSED03,385-3,385-100%$310.2K$0-$310.2K2026-11-03
Cidel Asset Management Inc
CLOSED03,360-3,360-100%$307.9K$0-$307.9K2026-10-29
Robertson Stephens Wealth Management, LLC
CLOSED03,328-3,328-100%$305.0K$0-$305.0K2026-10-16
International Private Wealth Advisors LLC
CLOSED03,326-3,326-100%$304.8K$0-$304.8K2026-11-05
Decker Retirement Planning Inc.
CLOSED03,020-3,020-100%$276.8K$0-$276.8K2026-10-19
Northland Securities, Inc.
CLOSED02,928-2,928-100%$268.3K$0-$268.3K2026-11-02
RF&L Wealth Management, LLC
CLOSED02,665-2,665-100%$244.2K$0-$244.2K2026-10-20
MRA Advisory Group
CLOSED02,597-2,597-100%$238.0K$0-$238.0K2026-10-07
Chicago Capital, LLC
CLOSED02,577-2,577-100%$236.2K$0-$236.2K2026-10-13
Affiance Financial, LLC
CLOSED02,567-2,567-100%$235.2K$0-$235.2K2026-10-15
Clifford Swan Investment Counsel LLC
CLOSED02,562-2,562-100%$234.8K$0-$234.8K2026-11-05
Williams Jones Wealth Management, Llc.
CLOSED02,409-2,409-100%$220.8K$0-$220.8K2026-11-05
Argos Wealth Advisors, LLC
CLOSED02,394-2,394-100%$219.4K$0-$219.4K2026-11-02
Manchester Financial Inc
CLOSED02,339-2,339-100%$214.3K$0-$214.3K2026-10-15
LFG Wealth Partners, LLC
CLOSED02,270-2,270-100%$208.0K$0-$208.0K2026-10-28
Clark Asset Management, LLC
CLOSED02,188-2,188-100%$200.5K$0-$200.5K2026-10-19
Austin Asset Management Co Inc
CLOSED02,188-2,188-100%$200.5K$0-$200.5K2026-10-29
GFS Advisors, LLC
CLOSED02,150-2,150-100%$714.4K$0-$714.4K2026-11-03
Essential Partners LLC
CLOSED02,088-2,088-100%$191.4K$0-$191.4K2026-10-14
NBT Bank, N.A.
CLOSED01,970-1,970-100%$180.5K$0-$180.5K2026-10-21
EPG Wealth Management LLC
CLOSED0799-799-100%$73.2K$0-$73.2K2026-11-03
Deane Retirement Strategies, Inc.
CLOSED0675-675-100%$61.9K$0-$61.9K2026-10-09
Solstein Capital, LLC
CLOSED0653-653-100%$59.8K$0-$59.8K2026-11-02
Gill Capital Partners, LLC
CLOSED0111-111-100%$10.2K$0-$10.2K2026-10-13
Investment Research & Advisory Group, Inc.
CLOSED0110-110-100%$10.1K$0-$10.1K2026-10-19
Wellington Shields & Co., LLC
CLOSED099-99-100%$9.1K$0-$9.1K2026-11-03
Davis Capital Management
CLOSED053-53-100%$4.9K$0-$4.9K2026-10-08
Plante Moran Financial Advisors, LLC
CLOSED041-41-100%$3.8K$0-$3.8K2026-11-04
RMG Wealth Management LLC
CLOSED040-40-100%$3.7K$0-$3.7K2026-10-26
Cornerstone Planning Group LLC
CLOSED037-37-100%$3.4K$0-$3.4K2026-10-16
Sunrise Financial Services, LLC
CLOSED021-21-100%$1.9K$0-$1.9K2026-10-21
Bokf, NA
CLOSED05-5-100%$458$0-$4582026-10-27
Valley Wealth Managers, Inc.
CLOSED03-3-100%$275$0-$2752026-10-09
Morgan Stanley
N/A—29,155,721-29,155,721-100%$2.7B———
Bank of America Corp
N/A—16,503,919-16,503,919-100%$1.5B———
LPL Financial LLC
N/A—15,528,204-15,528,204-100%$1.4B———
UBS Group AG
N/A—9,070,949-9,070,949-100%$831.3M———
Wells Fargo & Company
N/A—8,400,726-8,400,726-100%$769.8M———
Royal Bank of Canada
N/A—7,879,830-7,879,830-100%$722.1M———
AQR Capital Management LLC
N/A—5,550,817-5,550,817-100%$508.7M———
Stifel Financial Corp
N/A—5,372,088-5,372,088-100%$492.3M———
Capital Wealth Planning, LLC
N/A—4,976,098-4,976,098-100%$456.0M———
Envestnet Asset Management Inc
N/A—4,690,811-4,690,811-100%$429.9M———
Raymond James Financial Inc
N/A—4,581,240-4,581,240-100%$419.8M———
IEQ Capital, LLC
N/A—4,256,087-4,256,087-100%$390.0M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—3,645,961-3,645,961-100%$334.3M———
Capital International Investors
N/A—3,379,631-3,379,631-100%$309.7M———
Westwood Holdings Group Inc
N/A—3,300,147-3,300,147-100%$302.4M———
Captrust Financial Advisors
N/A—3,263,555-3,263,555-100%$299.1M———
Cetera Investment Advisers
N/A—2,856,988-2,856,988-100%$261.8M———
Osaic Holdings, Inc.
N/A—2,449,046-2,449,046-100%$224.5M———
Composition Wealth, LLC
N/A—2,168,459-2,168,459-100%$198.7M———
Moneta Group Investment Advisors LLC
N/A—1,924,690-1,924,690-100%$176.4M———
Permanens Capital L.P.
N/A—1,777,681-1,777,681-100%$162.9M———
Impact Partnership Wealth, LLC
N/A—1,688,043-1,688,043-100%$154.7M———
Equitable Holdings, Inc.
N/A—1,668,884-1,668,884-100%$152.9M———
Rockefeller Capital Management L.P.
N/A—1,567,069-1,567,069-100%$143.6M———
Ameriprise Financial Inc
N/A—1,306,951-1,306,951-100%$120.0M———
Dakota Wealth Management
N/A—1,137,302-1,137,302-100%$104.2M———
Sprott Inc.
N/A—1,100,998-1,100,998-100%$100.9M———
Sandhill Capital Partners LLC
N/A—1,093,403-1,093,403-100%$100.2M———
First Eagle Investment Management, LLC
N/A—1,077,155-1,077,155-100%$98.7M———
Northwestern Mutual Wealth Management Co
N/A—1,076,208-1,076,208-100%$98.6M———
ArrowMark Colorado Holdings LLC
N/A—982,494-982,494-100%$90.0M———
Mercer Global Advisors Inc
N/A—951,255-951,255-100%$87.2M———
Private Advisor Group, LLC
N/A—881,426-881,426-100%$80.8M———
Foundations Investment Advisors, LLC
N/A—841,692-841,692-100%$77.1M———
Baird Financial Group, Inc.
N/A—727,796-727,796-100%$66.7M———
Marex Group Ltd
N/A—704,593-704,593-100%$64.6M———
Mariner, LLC
N/A—681,629-681,629-100%$62.5M———
Merit Financial Group, LLC
N/A—677,106-677,106-100%$62.0M———
Proficio Capital Partners LLC
N/A—641,290-641,290-100%$58.8M———
Focus Partners Wealth
N/A—636,167-636,167-100%$58.3M———
BNP Paribas Financial Markets
N/A—603,390-603,390-100%$55.3M———
Quantinno Capital Management LP
N/A—600,968-600,968-100%$55.1M———
Acorns Advisers, LLC
N/A—592,581-592,581-100%$54.3M———
Advisory Services Network, LLC
N/A—590,260-590,260-100%$54.1M———
MML Investors Services, LLC
N/A—588,856-588,856-100%$54.0M———
Janney Montgomery Scott LLC
N/A—571,699-571,699-100%$52.4M———
12th Street Asset Management Company, LLC
N/A—562,486-562,486-100%$51.5M———
Northstar Group, Inc.
N/A—557,601-557,601-100%$51.1M———
Steward Partners Investment Advisory, LLC
N/A—500,304-500,304-100%$45.8M———
&partners
N/A—500,157-500,157-100%$45.8M———
Ausdal Financial Partners, Inc.
N/A—494,011-494,011-100%$45.3M———
Apriem Advisors
N/A—486,811-486,811-100%$44.6M———
Second Half Financial Partners, LLC
N/A—469,315-469,315-100%$43.0M———
Sollinda Capital Management LLC
N/A—468,486-468,486-100%$42.9M———
EP Wealth Advisors, LLC
N/A—462,954-462,954-100%$42.4M———
Trivium Point Advisory, LLC
N/A—458,902-458,902-100%$42.1M———
Capital World Investors
N/A—446,094-446,094-100%$40.9M———
Cresset Asset Management, LLC
N/A—440,741-440,741-100%$40.4M———
Dimension Capital Management LLC
N/A—431,114-431,114-100%$39.5M———
Pacific Point Advisors, LLC
N/A—418,822-418,822-100%$38.4M———
One Capital Management, LLC
N/A—404,120-404,120-100%$37.0M———
Jones Financial Companies Lllp
N/A—392,492-392,492-100%$36.0M———
Gotham Asset Management, LLC
N/A—387,141-387,141-100%$35.5M———
McNamara Financial Services, Inc.
N/A—382,700-382,700-100%$35.1M———
Cerity Partners LLC
N/A—377,051-377,051-100%$34.6M———
Brasada Capital Management, LP
N/A—367,539-367,539-100%$33.7M———
Strategic Investment Advisors / MI
N/A—366,203-366,203-100%$33.6M———
Rehmann Capital Advisory Group
N/A—356,604-356,604-100%$32.8M———
Night Owl Capital Management, LLC
N/A—345,464-345,464-100%$31.7M———
Parkwood LLC
N/A—329,500-329,500-100%$30.2M———
NewEdge Advisors, LLC
N/A—325,208-325,208-100%$29.8M———
Alethea Capital Management, LLC
N/A—324,526-324,526-100%$29.7M———
Vestmark Advisory Solutions, Inc.
N/A—319,157-319,157-100%$29.2M———
Maridea Wealth Management LLC
N/A—317,808-317,808-100%$29.1M———
HighTower Advisors, LLC
N/A—316,889-316,889-100%$29.0M———
Integrated Wealth Concepts LLC
N/A—316,700-316,700-100%$29.0M———
Fortis Group Advisors, LLC
N/A—312,905-312,905-100%$28.7M———
WCG Wealth Advisors LLC
N/A—308,669-308,669-100%$28.3M———
Mutual Advisors, LLC
N/A—307,585-307,585-100%$28.2M———
George Kaiser Family Foundation
N/A—300,759-300,759-100%$27.6M———
Scharf Investments, LLC
N/A—296,158-296,158-100%$27.1M———
Sanctuary Advisors, LLC
N/A—295,197-295,197-100%$27.1M———
Marshall Financial Group, LLC
N/A—294,386-294,386-100%$27.0M———
JPMorgan Chase & Co
N/A—293,809-293,809-100%$26.9M———
FWL Investment Management, LLC
N/A—283,610-283,610-100%$26.0M———
NorthRock Partners, LLC
N/A—263,609-263,609-100%$24.2M———
Banco Santander, S.A.
N/A—259,806-259,806-100%$23.8M———
Stratos Wealth Partners, Ltd.
N/A—254,213-254,213-100%$23.3M———
Bitwise Funds Trust
N/A—247,238-247,238-100%$22.7M———
Ameritas Advisory Services, LLC
N/A—246,825-246,825-100%$22.6M———
Winch Advisory Services, LLC
N/A—244,398-244,398-100%$22.4M———
Wealthfront Advisers LLC
N/A—239,517-239,517-100%$21.9M———
Scotia Capital Inc.
N/A—237,190-237,190-100%$21.7M———
Kingsview Wealth Management, LLC
N/A—236,443-236,443-100%$21.7M———
Estate Counselors, LLC
N/A—231,565-231,565-100%$21.2M———
Bank of Montreal
N/A—230,055-230,055-100%$21.1M———
Global Retirement Partners, LLC
N/A—226,422-226,422-100%$20.7M———
Fort Point Capital Partners LLC
N/A—216,428-216,428-100%$19.8M———
United Capital Financial Advisors, LLC
N/A—212,738-212,738-100%$19.5M———
HighPoint Advisor Group LLC
N/A—204,927-204,927-100%$18.8M———
Arete Wealth Advisors, LLC
N/A—202,013-202,013-100%$18.5M———
HSBC Holdings PLC
N/A—199,660-199,660-100%$18.3M———
Roundview Capital LLC
N/A—196,671-196,671-100%$18.0M———
Aptus Capital Advisors, LLC
N/A—195,200-195,200-100%$17.9M———
Hilton Capital Management, LLC
N/A—194,389-194,389-100%$17.8M———
Samara Investment Management, LLC
N/A—192,412-192,412-100%$17.6M———
Managed Asset Portfolios, LLC
N/A—186,446-186,446-100%$17.1M———
B & T Capital Management DBA Alpha Capital Management
N/A—184,103-184,103-100%$16.9M———
Great Valley Advisor Group, Inc.
N/A—181,693-181,693-100%$16.7M———
Ranch Capital Advisors Inc.
N/A—175,487-175,487-100%$16.1M———
Sequoia Financial Advisors, LLC
N/A—174,432-174,432-100%$16.0M———
Zinnia Wealth Advisory, LLC
N/A—172,779-172,779-100%$15.8M———
Centaurus Financial, Inc.
N/A—171,822-171,822-100%$15.7M———
Hardman Johnston Global Advisors LLC
N/A—171,220-171,220-100%$15.7M———
OneDigital Investment Advisors LLC
N/A—170,149-170,149-100%$15.6M———
Mokan Wealth Management Inc.
N/A—167,624-167,624-100%$15.4M———
Gateway Wealth Partners, LLC
N/A—163,254-163,254-100%$15.0M———
Wealthspire Advisors, LLC
N/A—159,760-159,760-100%$14.6M———
Gladstone Institutional Advisory LLC
N/A—152,392-152,392-100%$14.0M———
Beacon Pointe Advisors, LLC
N/A—152,004-152,004-100%$13.9M———
Envestnet Portfolio Solutions, Inc.
N/A—151,052-151,052-100%$13.8M———
Capital Research Global Investors
N/A—149,350-149,350-100%$13.7M———
Zacks Investment Management
N/A—149,335-149,335-100%$13.7M———
Partners Capital Investment Group, LLP
N/A—146,466-146,466-100%$13.4M———
Everstar Asset Management, LLC
N/A—143,846-143,846-100%$13.2M———
Stelac Advisory Services LLC
N/A—139,847-139,847-100%$12.8M———
Clearstead Trust, LLC
N/A—139,027-139,027-100%$12.7M———
Benjamin Edwards Inc
N/A—138,932-138,932-100%$12.7M———
Allworth Financial LP
N/A—138,368-138,368-100%$12.7M———
Perissos Private Wealth Management, LLC
N/A—137,821-137,821-100%$12.6M———
Bleakley Financial Group, LLC
N/A—137,814-137,814-100%$12.6M———
Adar1 Capital Management, LLC
N/A—135,585-135,585-100%$12.4M———
Coldstream Capital Management Inc
N/A—132,627-132,627-100%$12.2M———
Silver OAK Securities, Incorporated
N/A—131,609-131,609-100%$12.1M———
Caitlin John, LLC
N/A—131,184-131,184-100%$12.0M———
Calton & Associates, Inc.
N/A—129,441-129,441-100%$11.9M———
Hilltop Holdings Inc.
N/A—129,023-129,023-100%$11.8M———
Horizon Investments, LLC
N/A—128,967-128,967-100%$11.7M———
NewEdge Wealth, LLC
N/A—126,591-126,591-100%$11.6M———
Palogic Value Management, L.P.
N/A—124,536-124,536-100%$11.4M———
Sargent Investment Group, LLC
N/A—123,834-123,834-100%$11.3M———
PFG Investments, LLC
N/A—122,835-122,835-100%$11.3M———
IHT Wealth Management, LLC
N/A—122,019-122,019-100%$11.2M———
IFG Advisory, LLC
N/A—121,781-121,781-100%$11.2M———
TCM Advisors, LLC
N/A—119,198-119,198-100%$10.9M———
Geneos Wealth Management Inc.
N/A—118,009-118,009-100%$10.8M———
Peregrine Asset Advisers, Inc.
N/A—116,677-116,677-100%$10.7M———
Bank of Nova Scotia
N/A—115,301-115,301-100%$10.7M———
Citadel Advisors LLC
N/A—115,091-115,091-100%$10.5M———
JT Stratford LLC
N/A—114,433-114,433-100%$10.5M———
First Wilshire Securities Management Inc
N/A—114,229-114,229-100%$10.5M———
Morgan Dempsey Capital Management LLC
N/A—114,108-114,108-100%$10.5M———
Pinnacle Financial Partners, Inc.
N/A—112,376-112,376-100%$10.3M———
Atlas Capital Advisors Inc.
N/A—110,741-110,741-100%$10.1M———
Norris Financial Group, LLC
N/A—108,986-108,986-100%$10.0M———
Lumbard & Kellner, LLC
N/A—108,366-108,366-100%$9.9M———
Belpointe Asset Management LLC
N/A—106,160-106,160-100%$9.7M———
Flatrock Wealth Partners LLC
N/A—105,878-105,878-100%$9.7M———
Savvy Advisors, Inc.
N/A—104,879-104,879-100%$9.6M———
Chesapeake Asset Management LLC
N/A—102,715-102,715-100%$9.4M———
Jane Street Group, LLC
N/A—101,200-101,200-100%$9.3M———
Susquehanna International Group, LLP
N/A—100,327-100,327-100%$9.2M———
Modern Wealth Management, LLC
N/A—99,671-99,671-100%$9.1M———
CreativeOne Wealth, LLC
N/A—97,528-97,528-100%$8.9M———
Tower Research Capital LLC (TRC)
N/A—96,945-96,945-100%$8.9M———
PSI Advisors, LLC
N/A—95,620-95,620-100%$8.8M———
LaSalle St. Investment Advisors, LLC
N/A—94,188-94,188-100%$8.6M———
Western Wealth Management, LLC
N/A—93,464-93,464-100%$8.6M———
GenTrust, LLC
N/A—93,091-93,091-100%$8.5M———
Prostatis Group LLC
N/A—92,045-92,045-100%$8.4M———
Arkadios Wealth Advisors
N/A—91,968-91,968-100%$8.4M———
RIK Saylor Financial, Inc.
N/A—91,911-91,911-100%$8.4M———
Precision Wealth Strategies, LLC
N/A—90,551-90,551-100%$8.3M———
BTS Asset Management, Inc.
N/A—89,960-89,960-100%$8.2M———
BTC Capital Management, Inc.
N/A—89,644-89,644-100%$8.2M———
Arax Advisory Partners
N/A—89,497-89,497-100%$8.2M———
Advisors Preferred, LLC
N/A—89,290-89,290-100%$8.2M———
Legacy Capital Group California, Inc.
N/A—85,499-85,499-100%$7.8M———
Jordan Park Group LLC
N/A—85,165-85,165-100%$7.8M———
AssuredPartners Investment Advisors, LLC
N/A—84,323-84,323-100%$7.7M———
Compass Financial Services Inc
N/A—82,209-82,209-100%$7.5M———
Advyzon Investment Management, LLC
N/A—82,196-82,196-100%$7.5M———
Continuum Advisory, LLC
N/A—81,394-81,394-100%$7.5M———
Westbourne Investments, Inc.
N/A—81,070-81,070-100%$7.4M———
Investor's Fiduciary Advisor Network, LLC
N/A—79,637-79,637-100%$7.3M———
Summit Financial, LLC
N/A—78,876-78,876-100%$7.2M———
AE Wealth Management LLC
N/A—78,064-78,064-100%$7.2M———
Ethos Financial Group, LLC
N/A—76,340-76,340-100%$7.0M———
Founders Financial Alliance, LLC
N/A—73,394-73,394-100%$6.7M———
GTS Securities LLC
N/A—72,927-72,927-100%$6.7M———
Delta Investment Management, LLC
N/A—72,597-72,597-100%$6.7M———
GFI Investment Counsel Ltd.
N/A—72,044-72,044-100%$6.6M———
Wealth Advisors of Iowa, LLC
N/A—71,148-71,148-100%$6.5M———
National Bank of Canada
N/A—70,625-70,625-100%$6.5M———
Schroder Investment Management Group
N/A—70,095-70,095-100%$6.4M———
First Trust Advisors LP
N/A—68,246-68,246-100%$6.3M———
Fortis Capital Advisors, LLC
N/A—67,532-67,532-100%$6.2M———
Alongside, LLC
N/A—67,118-67,118-100%$6.2M———
49 Wealth Management, LLC
N/A—67,118-67,118-100%$6.2M———
Teucrium Investment Advisors, LLC
N/A—65,799-65,799-100%$6.0M———
Constant Guidance Financial LLC
N/A—64,683-64,683-100%$5.9M———
Smart Money Group LLC
N/A—63,480-63,480-100%$5.8M———
Eagle Capital Management LLC
N/A—63,163-63,163-100%$5.8M———
Hamilton Capital Partners, LLC
N/A—63,114-63,114-100%$5.8M———
Nwam LLC
N/A—62,942-62,942-100%$5.8M———
Mrwm Advisors, LLC
N/A—62,087-62,087-100%$5.7M———
Two Sigma Securities, LLC
N/A—61,899-61,899-100%$5.7M———
Berkeley Capital Partners, LLC
N/A—61,789-61,789-100%$5.7M———
Hanover Advisors Inc
N/A—61,447-61,447-100%$5.6M———
Vertex Planning Partners, LLC
N/A—60,982-60,982-100%$5.6M———
Hollencrest Capital Management
N/A—60,713-60,713-100%$5.6M———
Sovereign Investment Advisors, LLC
N/A—58,855-58,855-100%$5.4M———
Legacy Wealth Managment, LLC
N/A—57,482-57,482-100%$5.3M———
Napier Financial, LLC
N/A—56,383-56,383-100%$5.2M———
Pacific Life Fund Advisors LLC
N/A—56,380-56,380-100%$5.2M———
Pine Valley Investments Ltd Liability Co
N/A—55,785-55,785-100%$5.1M———
Pathstone Holdings, LLC
N/A—55,330-55,330-100%$5.1M———
Cornerstone Investment Partners, LLC
N/A—52,499-52,499-100%$4.8M———
Luken Investment Analytics, LLC
N/A—51,839-51,839-100%$4.8M———
UBS Asset Management Americas LLC
N/A—50,171-50,171-100%$4.6M———
Headinvest, LLC
N/A—50,111-50,111-100%$4.6M———
Insight 2811, Inc.
N/A—50,037-50,037-100%$4.6M———
CIM, LLC
N/A—49,692-49,692-100%$4.6M———
Wallace Advisory Group, LLC
N/A—49,557-49,557-100%$4.5M———
Perennial Investment Advisors, LLC
N/A—49,399-49,399-100%$4.5M———
IMA Advisory Services, Inc.
N/A—48,903-48,903-100%$4.5M———
Deutsche Bank Ag\
N/A—48,032-48,032-100%$4.4M———
Principal Securities, Inc.
N/A—47,403-47,403-100%$4.3M———
Kovack Advisors, Inc.
N/A—46,934-46,934-100%$4.3M———
Strategic Wealth Partners, Ltd.
N/A—46,484-46,484-100%$4.3M———
Ruggiero Investments, Inc.
N/A—45,763-45,763-100%$4.2M———
Hershey Financial Advisers, LLC
N/A—44,456-44,456-100%$4.1M———
Legacy Wealth Advisors, LLC
N/A—43,999-43,999-100%$4.0M———
Arrowroot Family Office, LLC
N/A—43,985-43,985-100%$4.0M———
Palouse Capital Management, Inc.
N/A—42,851-42,851-100%$3.9M———
Clarity Financial LLC
N/A—42,579-42,579-100%$3.9M———
MAI Capital Management
N/A—41,381-41,381-100%$3.8M———
SEI Investments Co
N/A—40,162-40,162-100%$3.7M———
Strategic Financial Concepts, LLC
N/A—40,034-40,034-100%$3.3M———
Harbour Investments, Inc.
N/A—39,990-39,990-100%$3.7M———
OakTrust Wealth Advisors, LLC
N/A—38,655-38,655-100%$3.5M———
Cary Street Partners Financial LLC
N/A—38,386-38,386-100%$3.5M———
Intrepid Financial Planning Group LLC
N/A—37,945-37,945-100%$3.5M———
Carr Financial Group Corp
N/A—37,582-37,582-100%$3.4M———
Engineers Gate Manager LP
N/A—36,659-36,659-100%$3.4M———
Alliancebernstein L.P.
N/A—36,503-36,503-100%$3.3M———
GeoWealth Management, LLC
N/A—36,090-36,090-100%$3.3M———
Vista Investment Management
N/A—34,692-34,692-100%$3.2M———
Portland Investment Counsel Inc.
N/A—34,524-34,524-100%$3.2M———
Townsquare Capital LLC
N/A—34,417-34,417-100%$3.2M———
HRT Financial LP
N/A—34,255-34,255-100%$3.1M———
Oversea-Chinese Banking Corp Ltd
N/A—33,717-33,717-100%$3.1M———
FWG Holdings, LLC
N/A—33,695-33,695-100%$3.1M———
Capital Group Private Client Services, Inc.
N/A—33,569-33,569-100%$3.1M———
BFC Planning, Inc.
N/A—33,057-33,057-100%$3.0M———
Tillman Hartley LLC
N/A—31,757-31,757-100%$2.9M———
Old Mission Capital LLC
N/A—31,332-31,332-100%$2.9M———
Commerce Bank
N/A—30,828-30,828-100%$2.8M———
Manufacturers Life Insurance Company, the
N/A—30,676-30,676-100%$2.8M———
Capital Analysts, LLC
N/A—30,620-30,620-100%$2.8M———
Three Cord True Wealth Management, LLC
N/A—30,436-30,436-100%$2.8M———
Spartan Wealth Advisory Services LLC
N/A—30,220-30,220-100%$2.8M———
Gambit Capital Management, LLC
N/A—30,145-30,145-100%$2.8M———
Smithfield Trust Co
N/A—30,085-30,085-100%$2.8M———
Empower Advisory Group, LLC
N/A—30,076-30,076-100%$2.8M———
Vickerman Investment Advisors, Inc.
N/A—29,917-29,917-100%$2.7M———
Level Four Advisory Services, LLC
N/A—29,749-29,749-100%$2.7M———
Silicon Valley Capital Partners
N/A—29,386-29,386-100%$2.7M———
Snowden Capital Advisors LLC
N/A—29,183-29,183-100%$2.7M———
Palladiem, LLC
N/A—28,593-28,593-100%$2.6M———
Prelude Capital Management, LLC
N/A—28,536-28,536-100%$2.6M———
Regal Investment Advisors LLC
N/A—28,349-28,349-100%$2.6M———
Ducere Wealth Management LLC
N/A—27,811-27,811-100%$2.5M———
Tidal Investments LLC
N/A—27,744-27,744-100%$2.5M———
Waverly Advisors, LLC
N/A—27,666-27,666-100%$2.5M———
Smith, Moore & Co.
N/A—27,429-27,429-100%$2.5M———
Tranquilli Financial Advisor LLC
N/A—27,337-27,337-100%$2.5M———
Money Concepts Capital Corp
N/A—27,324-27,324-100%$2.5M———
Laird Norton Wetherby Trust Company, LLC
N/A—27,101-27,101-100%$2.5M———
Mattson Financial Services, LLC
N/A—26,251-26,251-100%$2.4M———
Coppell Advisory Solutions LLC
N/A—25,570-25,570-100%$1.7M———
Stephens Inc
N/A—25,221-25,221-100%$2.3M———
Petra Financial Advisors Inc
N/A—24,720-24,720-100%$2.3M———
Signet Private Wealth LLC
N/A—24,166-24,166-100%$2.2M———
Prosperity Consulting Group, LLC
N/A—24,163-24,163-100%$2.2M———
Charles Schwab Investment Management Inc
N/A—23,930-23,930-100%$2.2M———
Private Advisory Group LLC
N/A—23,710-23,710-100%$2.2M———
Turim 21 Investimentos Ltda.
N/A—23,246-23,246-100%$2.1M———
Flow Traders U.S. LLC
N/A—23,058-23,058-100%$2.1M———
Austin Wealth Management, LLC
N/A—22,911-22,911-100%$2.1M———
Naviter Wealth, LLC
N/A—22,191-22,191-100%$2.0M———
Nutshell Asset Management Ltd
N/A—22,106-22,106-100%$2.0M———
Cullen Capital Management, LLC
N/A—22,099-22,099-100%$2.0M———
Murchinson Ltd.
N/A—21,844-21,844-100%$2.0M———
RWA Wealth Partners, LLC
N/A—21,841-21,841-100%$2.0M———
Smartleaf Asset Management LLC
N/A—21,723-21,723-100%$2.0M———
Clarkston Capital Partners, LLC
N/A—21,510-21,510-100%$2.0M———
Red Door Wealth Management, LLC
N/A—21,338-21,338-100%$2.0M———
CacheTech Inc.
N/A—21,204-21,204-100%$1.9M———
BlackRock, Inc.
N/A—21,145-21,145-100%$1.9M———
Astoria Portfolio Advisors Llc.
N/A—21,004-21,004-100%$1.9M———
Natixis Advisors, LLC
N/A—20,207-20,207-100%$1.9M———
Rothschild Wealth LLC
N/A—19,910-19,910-100%$1.8M———
Brand Asset Management Group, Inc.
N/A—19,859-19,859-100%$1.8M———
Kickstand Ventures, Llc.
N/A—19,742-19,742-100%$1.8M———
WealthTrak Capital Management LLC
N/A—19,721-19,721-100%$1.8M———
HFG Advisors, Inc.
N/A—19,602-19,602-100%$1.8M———
Curi Capital, LLC
N/A—19,446-19,446-100%$1.8M———
Savant Capital, LLC
N/A—19,234-19,234-100%$1.8M———
Adams Wealth Management
N/A—18,560-18,560-100%$1.7M———
Strait & Sound Wealth Management LLC
N/A—18,456-18,456-100%$1.7M———
Orion Porfolio Solutions, LLC
N/A—18,031-18,031-100%$1.7M———
Tidemark, LLC
N/A—17,971-17,971-100%$1.6M———
Ascension Capital Advisors, Inc.
N/A—17,915-17,915-100%$1.6M———
Federation des caisses Desjardins du Quebec
N/A—17,823-17,823-100%$1.6M———
Serenus Wealth Advisors, LLC
N/A—17,724-17,724-100%$1.6M———
Fortune Financial Advisors, LLC
N/A—17,629-17,629-100%$1.6M———
Pure Financial Advisors, LLC
N/A—17,536-17,536-100%$1.6M———
Brown Advisory Inc
N/A—17,440-17,440-100%$1.6M———
Goldman Sachs Group Inc
N/A—17,421-17,421-100%$1.6M———
Copley Financial Group, Inc.
N/A—17,408-17,408-100%$1.6M———
Thompson David Blair
N/A—17,348-17,348-100%$1.6M———
Traub Capital Management LLC
N/A—17,089-17,089-100%$1.6M———
Betterment LLC
N/A—16,976-16,976-100%$1.6M———
Transcend Capital Advisors, LLC
N/A—16,917-16,917-100%$1.6M———
Channel Wealth LLC
N/A—16,801-16,801-100%$1.5M———
Cannell & Spears LLC
N/A—16,690-16,690-100%$1.5M———
Independent Advisor Alliance
N/A—16,389-16,389-100%$1.5M———
Stratos Wealth Advisors, LLC
N/A—16,375-16,375-100%$1.5M———
World Investment Advisors
N/A—16,294-16,294-100%$1.5M———
VestGen Investment Management
N/A—16,208-16,208-100%$1.5M———
Clearstead Advisors, LLC
N/A—16,048-16,048-100%$1.5M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—15,719-15,719-100%$1.4M———
Dogwood Wealth Management LLC
N/A—15,608-15,608-100%$1.4M———
Auxano Advisors, LLC
N/A—15,155-15,155-100%$1.4M———
RPS Advisory Solutions LLC
N/A—15,064-15,064-100%$1.4M———
Arrington Capital Management, LLC
N/A—15,000-15,000-100%$1.4M———
AllGen Financial Advisors, Inc.
N/A—14,959-14,959-100%$1.4M———
Sequent Planning LLC
N/A—14,821-14,821-100%$1.4M———
Guardian Wealth Advisors, LLC / NC
N/A—14,728-14,728-100%$1.3M———
CIBC World Market Inc.
N/A—14,633-14,633-100%$1.3M———
GatePass Capital, LLC
N/A—14,450-14,450-100%$1.3M———
Falcon Wealth Planning
N/A—14,440-14,440-100%$1.3M———
Wellington-Altus USA Inc.
N/A—13,548-13,548-100%$1.2M———
Jupiter Topco LLC
N/A—13,483-13,483-100%$1.2M———
Entruity Wealth, LLC
N/A—13,310-13,310-100%$1.2M———
SVB Wealth LLC
N/A—13,240-13,240-100%$1.2M———
Fourth Dimension Wealth, LLC
N/A—13,228-13,228-100%$1.2M———
Empowered Funds, LLC
N/A—13,171-13,171-100%$1.2M———
Collier Financial
N/A—12,955-12,955-100%$1.2M———
Bridgewealth Advisory Group, LLC
N/A—12,804-12,804-100%$1.2M———
Dorsey & Whitney Trust Co LLC
N/A—12,799-12,799-100%$1.2M———
Brown Financial Advisors
N/A—12,100-12,100-100%$1.1M———
Significant Wealth Partners LLC
N/A—12,069-12,069-100%$1.1M———
Retirement Capital Strategies
N/A—11,949-11,949-100%$1.1M———
Venturi Wealth Management, LLC
N/A—11,897-11,897-100%$1.1M———
Fortress Private Ledger, LLC
N/A—11,787-11,787-100%$1.1M———
Pointe Capital Management LLC
N/A—11,662-11,662-100%$1.1M———
Karpus Management, Inc.
N/A—11,590-11,590-100%$1.1M———
McElhenny Sheffield Capital Management, LLC
N/A—11,561-11,561-100%$1.1M———
Richard W. Paul & Associates, LLC
N/A—11,334-11,334-100%$1.0M———
McGowan Group Asset Management, Inc.
N/A—11,247-11,247-100%$1.0M———
First National Bank & Trust Co of Newtown
N/A—11,115-11,115-100%$1.0M———
Werba Rubin Papier Wealth Management
N/A—11,023-11,023-100%$1.0M———
Premier Private Wealth Management LLC
N/A—10,943-10,943-100%$1.0M———
Sharp Wealth Advisory, LLC
N/A—10,938-10,938-100%$1.0M———
J. M. Brown & Associates Inc.
N/A—10,910-10,910-100%$999.8K———
Leavell Investment Management, Inc.
N/A—10,845-10,845-100%$993.8K———
Faithward Advisors, LLC
N/A—10,829-10,829-100%$992.4K———
Black Swift Group, LLC
N/A—10,625-10,625-100%$973.7K———
Addison Capital Co
N/A—10,530-10,530-100%$965.0K———
Allianz Asset Management GmbH
N/A—10,370-10,370-100%$950.3K———
Itau Unibanco Holding S.A.
N/A—10,357-10,357-100%$949.1K———
OneAscent Financial Services LLC
N/A—10,232-10,232-100%$937.6K———
TFR Capital, Llc.
N/A—10,209-10,209-100%$935.6K———
Cornerstone Advisors Asset Management, LLC
N/A—10,197-10,197-100%$934.5K———
Choate Investment Advisors
N/A—9,801-9,801-100%$898.2K———
Nuveen, LLC
N/A—9,756-9,756-100%$894.0K———
Insigneo Advisory Services, LLC
N/A—9,653-9,653-100%$884.6K———
Regimen Wealth, LLC
N/A—9,404-9,404-100%$861.8K———
Presper Financial Architects, LLC
N/A—9,041-9,041-100%$828.5K———
Stratos Investment Management, LLC
N/A—8,995-8,995-100%$824.3K———
Main Street Financial Solutions, LLC
N/A—8,915-8,915-100%$816.9K———
Blair William & Co
N/A—8,799-8,799-100%$806.4K———
Mairs & Power Inc
N/A—8,627-8,627-100%$790.6K———
Crewe Advisors LLC
N/A—8,467-8,467-100%$775.9K———
Cary Street Partners Investment Advisory LLC
N/A—8,415-8,415-100%$771.2K———
Destination Wealth Management
N/A—7,914-7,914-100%$725.2K———
Momentum Wealth Planning, LLC
N/A—7,889-7,889-100%$722.9K———
West Michigan Advisors, LLC
N/A—7,839-7,839-100%$718.4K———
Resolute Capital, LLC
N/A—7,749-7,749-100%$710.2K———
Phil A. Younker & Associates, Ltd.
N/A—7,674-7,674-100%$703.2K———
Earned Wealth Advisors, LLC
N/A—7,667-7,667-100%$702.6K———
Staley Capital Advisers Inc
N/A—7,600-7,600-100%$696.5K———
Fiduciary Financial Advisors
N/A—7,531-7,531-100%$690.2K———
Kera Capital Partners, Inc.
N/A—7,365-7,365-100%$674.9K———
Barnes Pettey Financial Advisors, LLC
N/A—7,354-7,354-100%$673.9K———
Sierra Legacy Group
N/A—7,305-7,305-100%$669.4K———
Strategic Investment Solutions, Inc.
N/A—7,263-7,263-100%$665.6K———
Waterloo Capital, L.P.
N/A—7,210-7,210-100%$660.7K———
Miller Investment Management, LP
N/A—7,179-7,179-100%$657.9K———
Jennison Associates LLC
N/A—7,156-7,156-100%$655.8K———
Valmark Advisers, Inc.
N/A—7,075-7,075-100%$648.4K———
Van Hulzen Asset Management, LLC
N/A—7,026-7,026-100%$643.8K———
Tide Cove Capital Partners LLC
N/A—6,973-6,973-100%$637.4K———
Barnes Wealth Management Group, Inc
N/A—6,913-6,913-100%$633.5K———
Florida Financial Advisors, LLC
N/A—6,784-6,784-100%$621.7K———
LEE Johnson Capital Management, LLC
N/A—6,599-6,599-100%$604.7K———
Mountain Capital Investment Advisors Inc.
N/A—6,381-6,381-100%$584.8K———
Mmbg Investment Advisors Co.
N/A—6,343-6,343-100%$581.3K———
Van Diest Capital, LLC
N/A—6,343-6,343-100%$581.3K———
Oxford Wealth Group, LLC
N/A—6,295-6,295-100%$576.9K———
WIN Advisors, Inc
N/A—6,261-6,261-100%$573.8K———
Generation Capital Management LLC
N/A—6,247-6,247-100%$572.5K———
Continental Investors Services, Inc.
N/A—6,223-6,223-100%$568.5K———
Oxinas Partners, LLC
N/A—6,041-6,041-100%$553.6K———
M&T Bank Corp
N/A—6,019-6,019-100%$551.6K———
Bogart Wealth, LLC
N/A—5,999-5,999-100%$549.7K———
Saiph Capital, LLC
N/A—5,963-5,963-100%$546.5K———
Argent Trust Co
N/A—5,959-5,959-100%$546.1K———
FMR LLC
N/A—5,850-5,850-100%$536.1K———
Nicolet Bankshares Inc
N/A—5,631-5,631-100%$514.9K———
Cardiff Park Advisors, LLC
N/A—5,619-5,619-100%$515.0K———
Elm Partners Management LLC
N/A—5,588-5,588-100%$512.1K———
Schusterman Interests, LLC
N/A—5,460-5,460-100%$500.4K———
Banque Transatlantique SA
N/A—5,443-5,443-100%$498.8K———
Cerity Partners Retirement Plan Advisors LLC
N/A—5,425-5,425-100%$497.1K———
Fund Advisors of America Inc
N/A—5,363-5,363-100%$491.5K———
CIBC Bancorp USA Inc.
N/A—5,331-5,331-100%$488.5K———
BCS Private Wealth Management, Inc.
N/A—5,250-5,250-100%$481.1K———
Phillips Wealth Planners LLC
N/A—5,188-5,188-100%$474.4K———
Mpwm Advisory Solutions, LLC
N/A—5,165-5,165-100%$473.3K———
PYA Waltman Capital, LLC
N/A—5,079-5,079-100%$465.5K———
Peak Asset Management, LLC
N/A—4,981-4,981-100%$456.5K———
First Financial Bankshares Inc
N/A—4,897-4,897-100%$448.8K———
Essex Financial Services, Inc.
N/A—4,860-4,860-100%$445.4K———
Conscious Wealth Investments, LLC
N/A—4,754-4,754-100%$435.3K———
Rothschild Investment LLC
N/A—4,620-4,620-100%$423.4K———
Loudon Investment Management, LLC
N/A—4,596-4,596-100%$421.2K———
Noble Wealth Partners LLC
N/A—4,577-4,577-100%$419.4K———
Octavia Wealth Advisors, LLC
N/A—4,534-4,534-100%$415.5K———
Fisher Asset Management, LLC
N/A—4,474-4,474-100%$410.1K———
Invst, LLC
N/A—4,375-4,375-100%$400.9K———
Fielder Capital Group LLC
N/A—4,335-4,335-100%$397.3K———
Tower Wealth Partners, Inc.
N/A—4,323-4,323-100%$396.2K———
Colter Lewis Investment Partners LLC
N/A—4,221-4,221-100%$386.8K———
Intellus Advisors LLC
N/A—4,221-4,221-100%$386.8K———
Hirtle & Co., LLC
N/A—4,203-4,203-100%$385.2K———
Stokes Family Office, LLC
N/A—4,195-4,195-100%$384.4K———
Wealth Alliance, LLC
N/A—4,170-4,170-100%$382.1K———
Donaldson Capital Management, LLC
N/A—4,154-4,154-100%$380.7K———
Pennington Partners & Co., LLC
N/A—4,025-4,025-100%$368.8K———
ST Germain D J Co Inc
N/A—4,007-4,007-100%$367.2K———
Capital Advisors Inc
N/A—3,825-3,825-100%$350.5K———
Bravias Capital Group, LLC
N/A—3,789-3,789-100%$347.2K———
Moors & Cabot, Inc.
N/A—3,773-3,773-100%$345.8K———
Q3 Asset Management
N/A—3,739-3,739-100%$342.0K———
Fiduciary Trust Co
N/A—3,707-3,707-100%$339.7K———
Eldridge Investment Advisors, Inc.
N/A—3,693-3,693-100%$337.4K———
Medallion Wealth Advisors, LLC
N/A—3,577-3,577-100%$325.4K———
SPG Advisors LLC
N/A—3,531-3,531-100%$323.6K———
Westfuller Advisors, LLC
N/A—3,523-3,523-100%$322.9K———
Intellectus Partners, LLC
N/A—3,501-3,501-100%$320.9K———
Private Capital Management, LLC
N/A—3,500-3,500-100%$320.7K———
Greenwich Wealth Management LLC
N/A—3,500-3,500-100%$321.0K———
Fortis Capital Management LLC
N/A—3,373-3,373-100%$309.1K———
Kinloch Capital, LLC
N/A—3,274-3,274-100%$300.0K———
Freedom Investment Management, Inc.
N/A—3,243-3,243-100%$297.2K———
Axis Wealth Partners, LLC
N/A—3,241-3,241-100%$297.0K———
Evolve Private Wealth, LLC
N/A—3,223-3,223-100%$295.3K———
Forty-three Eighteen Advisors, LLC
N/A—3,202-3,202-100%$293.4K———
Access Financial Services, Inc.
N/A—3,153-3,153-100%$288.9K———
Meadowbrook Advisors Group, LLC
N/A—3,117-3,117-100%$285.6K———
Brentview Investment Management LLC
N/A—3,000-3,000-100%$274.9K———
Exit Wealth Advisors, Llc.
N/A—2,993-2,993-100%$274.3K———
Rialto Wealth Management, LLC
N/A—2,932-2,932-100%$268.7K———
OneAscent Wealth Management LLC
N/A—2,810-2,810-100%$257.5K———
Focus Partners Advisor Solutions, LLC
N/A—2,802-2,802-100%$256.8K———
Boothbay Fund Management, LLC
N/A—2,780-2,780-100%$254.8K———
Aspen Grove Capital, LLC
N/A—2,763-2,763-100%$253.2K———
O'shaughnessy Asset Management, LLC
N/A—2,686-2,686-100%$246.1K———
Brookwood Investment Group LLC
N/A—2,575-2,575-100%$236.0K———
Magnolia Private Wealth, LLC
N/A—2,531-2,531-100%$231.9K———
KilterHowling LLC
N/A—2,407-2,407-100%$220.6K———
Colonial Trust Co / SC
N/A—2,384-2,384-100%$218.5K———
Strive Financial Group,LLC
N/A—2,380-2,380-100%$218.1K———
Main Management LLC
N/A—2,379-2,379-100%$218.0K———
Accretive Wealth Partners, LLC
N/A—2,364-2,364-100%$216.6K———
Marble Wealth, LLC
N/A—2,351-2,351-100%$215.4K———
Second Line Capital, LLC
N/A—2,324-2,324-100%$213.0K———
Redwood Investment Management, LLC
N/A—2,321-2,321-100%$213.0K———
Financial Engines Advisors L.L.C.
N/A—2,298-2,298-100%$210.6K———
L & S Advisors Inc
N/A—2,273-2,273-100%$208.3K———
Vectors Research Management, LLC
N/A—2,266-2,266-100%$207.7K———
Mars Jewett Financial Group, Inc.
N/A—2,240-2,240-100%$205.3K———
Maimon Wealth Management Ltd.
N/A—2,239-2,239-100%$205.2K———
Wayfinding Financial, LLC
N/A—2,219-2,219-100%$203.0K———
Ogorek Anthony Joseph
N/A—2,205-2,205-100%$202.0K———
Fayez Sarofim & Co
N/A—2,200-2,200-100%$201.6K———
Matrix Private Capital Group LLC
N/A—2,162-2,162-100%$198.1K———
Capital Advisor Network LLC
N/A—1,981-1,981-100%$181.5K———
Whittier Trust Co
N/A—1,819-1,819-100%$166.3K———
Fi3 Financial Advisors, LLC
N/A—1,631-1,631-100%$415.1K———
Colonial Trust Advisors
N/A—1,594-1,594-100%$146.1K———
SHP Wealth Management
N/A—1,585-1,585-100%$145.2K———
Osterweis Capital Management Inc
N/A—1,582-1,582-100%$145.0K———
Copia Wealth Management
N/A—1,523-1,523-100%$139.6K———
SkyView Investment Advisors, LLC
N/A—1,500-1,500-100%$137.0K———
Sankala Group LLC
N/A—1,480-1,480-100%$135.5K———
Darwin Wealth Management, LLC
N/A—1,357-1,357-100%$124.4K———
CVA Family Office, LLC
N/A—1,338-1,338-100%$122.6K———
Mcguire Capital Advisors Inc
N/A—1,308-1,308-100%$119.9K———
Consultiva Wealth Management, Corp.
N/A—1,287-1,287-100%$117.9K———
Delta Asset Management LLC
N/A—1,273-1,273-100%$116.7K———
N.E.W. Advisory Services LLC
N/A—1,216-1,216-100%$111.5K———
Manning & Napier Advisors LLC
N/A—1,102-1,102-100%$101.0K———
Institute for Wealth Management, Llc.
N/A—1,100-1,100-100%$100.8K———
Quarry LP
N/A—1,040-1,040-100%$95.3K———
Security National Bank of Sioux City Iowa
N/A—870-870-100%$79.7K———
Howe & Rusling Inc
N/A—861-861-100%$78.9K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—859-859-100%$78.7K———
Raffa Wealth Management, LLC
N/A—843-843-100%$77.3K———
Huntington National Bank
N/A—841-841-100%$77.1K———
Brown Brothers Harriman & Co
N/A—783-783-100%$71.8K———
Godfrey Financial Associates, Inc.
N/A—750-750-100%$68.7K———
WealthShield Partners, LLC
N/A—694-694-100%$63.6K———
Cbiz Investment Advisory Services, LLC
N/A—599-599-100%$54.9K———
PNC Financial Services Group, Inc.
N/A—585-585-100%$53.6K———
Ameriflex Group, Inc.
N/A—506-506-100%$46.4K———
XP Advisory US, Inc.
N/A—449-449-100%$41.1K———
Franklin Resources Inc
N/A—403-403-100%$36.9K———
Ancora Advisors LLCA
N/A—328-328-100%$30.1K———
Vision Retirement, LLC
N/A—317-317-100%$29.1K———
Castlekeep Investment Advisors LLC
N/A—288-288-100%$26.4K———
Hantz Financial Services, Inc.
N/A—268-268-100%$25———
Caldwell Sutter Capital, Inc.
N/A—252-252-100%$23.1K———
Horizon Kinetics Asset Management LLC
N/A—250-250-100%$22.9K———
Keating Financial Advisory Services, Inc.
N/A—229-229-100%$21.0K———
JPL Wealth Management, LLC
N/A—202-202-100%$18.5K———
Twin Lakes Capital Management, LLC
N/A—201-201-100%$18.4K———
Park Square Financial Group, LLC
N/A—177-177-100%$16.2K———
Imprint Wealth LLC
N/A—153-153-100%$14.0K———
Glen Eagle Advisors, LLC
N/A—150-150-100%$13.7K———
Dunhill Financial, LLC
N/A—146-146-100%$13.4K———
Atlantic Union Bankshares Corp
N/A—144-144-100%$13.2K———
Orion Capital Management LLC
N/A—108-108-100%$9.9K———
Atomic Invest LLC
N/A—74-74-100%$6.8K———
Financial Gravity Companies, Inc.
N/A—70-70-100%$6.4K———
Bartlett & Co. Wealth Management LLC
N/A—68-68-100%$6.2K———
Cheviot Value Management, LLC
N/A—63-63-100%$5.8K———
Meramec Financial Planners, LLC
N/A—60-60-100%$5.5K———
Johnson Financial Group, Inc.
N/A—59-59-100%$5.4K———
Webster Bank, N. A.
N/A—37-37-100%$3.4K———
Truvestments Capital LLC
N/A—24-24-100%$2.2K———
Crews Bank & Trust
N/A—23-23-100%$2.1K———
Bitterroot Capital Advisors LLC
N/A—21-21-100%$1.9K———
Integrity Financial Corp
N/A—19-19-100%$1.7K———
Transamerica Financial Advisors, LLC
N/A—16-16-100%$1.5K———
Highland Investment Advisors LLC
N/A—15-15-100%$1.4K———
Russell Investments Group, Ltd.
N/A—7-7-100%$668———
USA Financial Formulas
N/A—3-3-100%$275———
HighMark Wealth Management LLC
N/A—1-1-100%$108———
Addison Advisors LLC
N/A—00—$10———
Luminist Capital LLC
N/A—00—$550———
Showing 1379 of 1379 institutions