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SS Spdr P S&P 500 HI DIV ETF (SPYD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares5,376,648 from 5,115,210
Change+261,438 (+5%)
Value$243.9M (-$108.1K)
Filed 2026-11-06
Vantagepoint Investment Advisers LLC
UNCHANGED
Shares3,315,128 from 3,315,128
Change0 (0%)
Value$150.4M (-$7.8M)
Filed 2026-10-26
Auto-Owners Insurance Co
INCREASED
Shares2,059,700 from 2,050,000
Change+9,700 (+0%)
Value$93.5M (-$4.4M)
Filed 2026-10-15
SBI Securities Co., Ltd.
INCREASED
Shares1,440,101 from 1,437,681
Change+2,420 (+0%)
Value$65.3M (-$3.3M)
Filed 2026-10-22
Curran Financial Partners, LLC
INCREASED
Shares668,574 from 611,552
Change+57,022 (+9%)
Value$30.3M (+$1.2M)
Filed 2026-11-04
Commonwealth Equity Services, LLC
INCREASED
Shares642,280 from 581,680
Change+60,600 (+10%)
Value$29.1M (+$1.4M)
Filed 2026-11-02
Bank of New York Mellon Corp
DECREASED
Shares489,995 from 503,977
Change-13,982 (-3%)
Value$22.2M (-$1.8M)
Filed 2026-11-05
First Command Advisory Services, Inc.
DECREASED
Shares430,581 from 729,859
Change-299,278 (-41%)
Value$19.5M (-$15.3M)
Filed 2026-11-05
StoneX Group Inc.
INCREASED
Shares229,250 from 219,905
Change+9,345 (+4%)
Value$10.4M (-$75.6K)
Filed 2026-11-03
Flagship Harbor Advisors, LLC
INCREASED
Shares222,314 from 16,960
Change+205,354 (+1211%)
Value$10.1M (+$9.3M)
Filed 2026-10-26
Keystone Financial Planning, Inc.
INCREASED
Shares219,348 from 197,430
Change+21,918 (+11%)
Value$10.0M (+$532.4K)
Filed 2026-10-08
Truist Financial Corp
INCREASED
Shares217,741 from 210,836
Change+6,905 (+3%)
Value$9.9M (-$180.1K)
Filed 2026-10-30
SWS Partners
DECREASED
Shares199,971 from 207,359
Change-7,388 (-4%)
Value$9.1M (-$820.4K)
Filed 2026-10-26
First Hawaiian Bank
UNCHANGED
Shares195,322 from 195,322
Change0 (0%)
Value$8.9M (-$457.1K)
Filed 2026-10-14
Mesirow Financial Investment Management, Inc.
INCREASED
Shares192,713 from 167,993
Change+24,720 (+15%)
Value$8.7M (+$728.1K)
Filed 2026-11-05
Cowa, LLC
INCREASED
Shares190,213 from 189,929
Change+284 (+0%)
Value$8.7M (-$372.8K)
Filed 2026-10-30
Crescent Grove Advisors, LLC
INCREASED
Shares157,883 from 154,026
Change+3,857 (+3%)
Value$7.2M (-$185.4K)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares136,316 from 129,028
Change+7,288 (+6%)
Value$6.2K (-$6.1M)
Filed 2026-11-02
CGN Advisors LLC
INCREASED
Shares133,365 from 125,264
Change+8,101 (+6%)
Value$6.1M (+$74.4K)
Filed 2026-10-21
Venture Visionary Partners LLC
INCREASED
Shares119,018 from 119,017
Change+1 (0%)
Value$5.4M (-$278.5K)
Filed 2026-10-07
Asset One Wealth Management LLC
INCREASED
Shares117,039 from 112,959
Change+4,080 (+4%)
Value$5.3M (-$182.0K)
Filed 2026-11-02
Phoenix Wealth Advisors
INCREASED
Shares115,709 from 108,866
Change+6,843 (+6%)
Value$5.2M (+$55.7K)
Filed 2026-11-03
Total Clarity Wealth Management, Inc.
DECREASED
Shares112,696 from 273,088
Change-160,392 (-59%)
Value$5.1M (-$7.9M)
Filed 2026-10-26
Allworth Financial LP
INCREASED
Shares106,075 from 98,510
Change+7,565 (+8%)
Value$5.1M (+$360.9K)
Filed 2026-11-06
D.A. Davidson & Co.
INCREASED
Shares104,375 from 99,113
Change+5,262 (+5%)
Value$4.7M (+$6.8K)
Filed 2026-10-28
BIP Wealth, LLC
DECREASED
Shares102,336 from 107,943
Change-5,607 (-5%)
Value$4.6M (-$507.0K)
Filed 2026-10-22
Heartwood Wealth Advisors LLC
INCREASED
Shares98,897 from 78,776
Change+20,121 (+26%)
Value$4.5M (+$728.6K)
Filed 2026-10-05
Avior Wealth Management, LLC
INCREASED
Shares83,833 from 74,387
Change+9,446 (+13%)
Value$3.8M (+$254.5K)
Filed 2026-10-13
PNC Financial Services Group, Inc.
DECREASED
Shares79,925 from 79,953
Change-28 (0%)
Value$3.6M (-$188.4K)
Filed 2026-11-06
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares78,170 from 78,170
Change0 (0%)
Value$3.5M (-$182.9K)
Filed 2026-11-03
Creative Planning
INCREASED
Shares77,432 from 77,102
Change+330 (+0%)
Value$3.5M (-$165.4K)
Filed 2026-11-02
Global Strategic Investment Solutions, LLC
UNCHANGED
Shares77,354 from 77,354
Change0 (0%)
Value$3.5M (-$181.0K)
Filed 2026-10-16
WealthPlan Investment Management, LLC
DECREASED
Shares76,241 from 79,795
Change-3,554 (-4%)
Value$3.5M (-$348.0K)
Filed 2026-10-15
Prospera Financial Services Inc
INCREASED
Shares71,764 from 67,397
Change+4,367 (+6%)
Value$3.5M (+$305.3K)
Filed 2026-11-04
Advisor OS, LLC
DECREASED
Shares70,779 from 71,384
Change-605 (-1%)
Value$3.2M (-$194.5K)
Filed 2026-11-03
Independent Wealth Network Inc.
DECREASED
Shares69,180 from 72,228
Change-3,048 (-4%)
Value$3.1M (-$307.3K)
Filed 2026-10-19
NAN Fung Trinity (HK) Ltd
UNCHANGED
Shares67,500 from 67,500
Change0 (0%)
Value$3.1M (-$158.0K)
Filed 2026-11-06
Kestra Advisory Services, LLC
INCREASED
Shares65,833 from 46,749
Change+19,084 (+41%)
Value$3.0M (+$756.4K)
Filed 2026-11-02
McAdam, LLC
INCREASED
Shares65,737 from 57,883
Change+7,854 (+14%)
Value$3.0M (+$220.9K)
Filed 2026-10-21
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares57,424 from 55,735
Change+1,689 (+3%)
Value$2.6M (-$64.8K)
Filed 2026-10-13
Citizens Financial Group Inc
INCREASED
Shares55,420 from 53,862
Change+1,558 (+3%)
Value$2.5M (-$55.3K)
Filed 2026-10-23
First Premier Bank
DECREASED
Shares54,007 from 58,437
Change-4,430 (-8%)
Value$2.5K (-$338)
Filed 2026-10-13
Econ Financial Services Corp
DECREASED
Shares52,377 from 63,286
Change-10,909 (-17%)
Value$2.4M (-$643.0K)
Filed 2026-10-19
Assetmark, Inc
DECREASED
Shares51,465 from 53,139
Change-1,674 (-3%)
Value$2.3M (-$200.3K)
Filed 2026-10-21
Daiwa Securities Group Inc.
DECREASED
Shares50,397 from 162,306
Change-111,909 (-69%)
Value$2.3M (-$5.5M)
Filed 2026-10-29
Concurrent Investment Advisors, LLC
INCREASED
Shares49,619 from 34,312
Change+15,307 (+45%)
Value$2.3M (+$614.2K)
Filed 2026-10-16
Innovative Wealth Building LLC
DECREASED
Shares48,889 from 50,494
Change-1,605 (-3%)
Value$2.2M (-$191.0K)
Filed 2026-10-14
Lido Advisors, LLC
INCREASED
Shares48,197 from 39,359
Change+8,838 (+22%)
Value$2.2M (+$309.0K)
Filed 2026-11-04
Thrive Capital Management, LLC
DECREASED
Shares47,129 from 47,140
Change-11 (0%)
Value$2.1M (-$110.8K)
Filed 2026-10-28
MFG Wealth Management, Inc.
DECREASED
Shares46,715 from 48,918
Change-2,203 (-4%)
Value$2.1M (-$214.4K)
Filed 2026-10-09
Roan Capital Partners
INCREASED
Shares42,908 from 41,976
Change+932 (+2%)
Value$1.9M (-$55.9K)
Filed 2026-10-09
Farther Finance Advisors, LLC
DECREASED
Shares42,532 from 47,059
Change-4,527 (-10%)
Value$1.9M (-$315.5K)
Filed 2026-10-08
Fifth Third Bancorp
INCREASED
Shares42,130 from 41,710
Change+420 (+1%)
Value$1.9M (-$78.5K)
Filed 2026-11-05
Wedbush Securities Inc
DECREASED
Shares42,101 from 50,141
Change-8,040 (-16%)
Value$1.9K (-$2.4M)
Filed 2026-10-22
Decker Retirement Planning Inc.
INCREASED
Shares40,929 from 38,846
Change+2,083 (+5%)
Value$1.9M (+$3.6K)
Filed 2026-10-19
Proathlete Wealth Management LLC
UNCHANGED
Shares40,384 from 40,384
Change0 (0%)
Value$1.8M (-$94.5K)
Filed 2026-10-15
Wealth Advisory Solutions, LLC
DECREASED
Shares39,988 from 40,275
Change-287 (-1%)
Value$1.8M (-$107.3K)
Filed 2026-10-20
HBW Advisory Services LLC
INCREASED
Shares39,677 from 39,039
Change+638 (+2%)
Value$1.8M (-$62.4K)
Filed 2026-10-15
Towercrest Capital Management
INCREASED
Shares37,655 from 37,307
Change+348 (+1%)
Value$1.7M (-$71.5K)
Filed 2026-10-23
LexAurum Advisors, LLC
UNCHANGED
Shares34,931 from 34,931
Change0 (0%)
Value$1.6M (-$81.7K)
Filed 2026-10-19
Castleview Partners, LLC
INCREASED
Shares34,826 from 34,662
Change+164 (+0%)
Value$1.6M (-$73.7K)
Filed 2026-10-09
Sage Capital Management, LLC
INCREASED
Shares34,059 from 33,674
Change+385 (+1%)
Value$1.5M (-$61.3K)
Filed 2026-10-20
Genesee Capital Advisors, LLC
DECREASED
Shares33,619 from 33,932
Change-313 (-1%)
Value$1.5M (-$93.6K)
Filed 2026-10-20
Stanich Group LLC
INCREASED
Shares33,219 from 32,407
Change+812 (+3%)
Value$1.5M (-$39.0K)
Filed 2026-10-16
Collier Financial
INCREASED
Shares32,169 from 30,686
Change+1,483 (+5%)
Value$1.5M (-$4.5K)
Filed 2026-11-06
Alliance Wealth Management Group
DECREASED
Shares32,098 from 32,198
Change-100 (0%)
Value$1.5M (-$79.9K)
Filed 2026-10-29
Bison Wealth, LLC
INCREASED
Shares32,031 from 31,796
Change+235 (+1%)
Value$1.5M (-$56.6K)
Filed 2026-10-13
1900 Wealth Management LLC
INCREASED
Shares30,544 from 29,882
Change+662 (+2%)
Value$1.4M (-$39.9K)
Filed 2026-10-13
Cascade Investment Group, Inc.
INCREASED
Shares30,281 from 30,155
Change+126 (+0%)
Value$1.4M (-$64.9K)
Filed 2026-10-13
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares29,799 from 21,933
Change+7,866 (+36%)
Value$1.4M (+$305.6K)
Filed 2026-10-16
Meridian Wealth Management, LLC
INCREASED
Shares29,529 from 29,401
Change+128 (+0%)
Value$1.3M (-$63.0K)
Filed 2026-11-05
Insight Advisors, LLC/ PA
INCREASED
Shares27,889 from 27,399
Change+490 (+2%)
Value$1.3M (-$41.9K)
Filed 2026-10-22
James T. Borello RIA
UNCHANGED
Shares27,148 from 27,148
Change0 (0%)
Value$1.2M (-$63.5K)
Filed 2026-10-16
Juncture Wealth Strategies, LLC
INCREASED
Shares26,686 from 25,821
Change+865 (+3%)
Value$1.2M (-$21.2K)
Filed 2026-10-06
TMB Capital Partners, LLC
INCREASED
Shares26,393 from 25,969
Change+424 (+2%)
Value$1.2M (-$41.5K)
Filed 2026-10-20
Apollon Wealth Management, LLC
INCREASED
Shares26,278 from 14,624
Change+11,654 (+80%)
Value$1.2M (+$494.5K)
Filed 2026-10-23
Armstrong Advisory Group, Inc
INCREASED
Shares25,794 from 25,247
Change+547 (+2%)
Value$1.2M (-$34.3K)
Filed 2026-10-09
Kingswood Wealth Advisors, LLC
DECREASED
Shares25,611 from 28,949
Change-3,338 (-12%)
Value$1.2M (-$219.2K)
Filed 2026-10-23
Capstone Wealth Management Group, LLC
DECREASED
Shares24,954 from 33,165
Change-8,211 (-25%)
Value$1.1M (-$484.3K)
Filed 2026-11-05
Wilkins Miller Wealth Management, LLC
INCREASED
Shares24,217 from 24,152
Change+65 (+0%)
Value$1.1M (-$53.6K)
Filed 2026-10-13
Quadcap Wealth Management, LLC
DECREASED
Shares24,066 from 25,592
Change-1,526 (-6%)
Value$1.1M (-$129.1K)
Filed 2026-11-02
Ndwm LLC
INCREASED
Shares23,484 from 23,451
Change+33 (+0%)
Value$1.1M (-$53.4K)
Filed 2026-11-05
Davenport & Co LLC
INCREASED
Shares23,373 from 20,754
Change+2,619 (+13%)
Value$1.1M (+$70.3K)
Filed 2026-10-14
Raab & Moskowitz Asset Management LLC
DECREASED
Shares23,150 from 24,015
Change-865 (-4%)
Value$1.1M (-$95.4K)
Filed 2026-11-02
Wiregrass Investment Management LLC
INCREASED
Shares22,801 from 17,019
Change+5,782 (+34%)
Value$1.0M (+$222.5K)
Filed 2026-11-05
MBL Wealth, LLC
UNCHANGED
Shares22,500 from 22,500
Change0 (0%)
Value$1.0M (-$52.7K)
Filed 2026-10-22
Ridgecrest Wealth Partners, LLC
UNCHANGED
Shares22,035 from 22,035
Change0 (0%)
Value$999.7K (-$51.6K)
Filed 2026-10-19
Chicago Partners Investment Group LLC
INCREASED
Shares21,747 from 19,832
Change+1,915 (+10%)
Value$1.1M (+$83.3K)
Filed 2026-10-27
Valeo Financial Advisors, LLC
DECREASED
Shares20,709 from 22,991
Change-2,282 (-10%)
Value$939.6K (-$157.3K)
Filed 2026-10-08
Code Waechter LLC
UNCHANGED
Shares20,513 from 20,513
Change0 (0%)
Value$930.7K (-$48.0K)
Filed 2026-10-23
PFG Advisors
INCREASED
Shares20,248 from 18,689
Change+1,559 (+8%)
Value$918.7K (+$27.0K)
Filed 2026-10-16
Optima Capital LLC
DECREASED
Shares20,075 from 28,087
Change-8,012 (-29%)
Value$910.8K (-$429.2K)
Filed 2026-10-29
SAX Wealth Advisors, LLC
DECREASED
Shares19,948 from 22,562
Change-2,614 (-12%)
Value$905.0K (-$122.0K)
Filed 2026-10-13
Austin Wealth Management, LLC
INCREASED
Shares19,229 from 16,589
Change+2,640 (+16%)
Value$880.5K (+$61.2K)
Filed 2026-11-06
RDA Financial Network
DECREASED
Shares18,376 from 19,127
Change-751 (-4%)
Value$833.7K (-$78.8K)
Filed 2026-10-15
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares18,000 from 30,000
Change-12,000 (-40%)
Value$816.7K (-$614.6K)
Filed 2026-11-03
Financial Insights, Inc.
INCREASED
Shares18,000 from 16,990
Change+1,010 (+6%)
Value$816.7K (+$6.1K)
Filed 2026-10-27
Apella Capital, LLC
DECREASED
Shares17,939 from 18,122
Change-183 (-1%)
Value$810.8K (-$69.0K)
Filed 2026-10-08
Simon Quick Advisors, LLC
UNCHANGED
Shares17,700 from 17,700
Change0 (0%)
Value$803.1K (-$41.4K)
Filed 2026-10-26
Kohmann Bosshard Financial Services, LLC
DECREASED
Shares17,688 from 17,713
Change-25 (0%)
Value$802.5K (-$42.6K)
Filed 2026-11-04
Trilogy Capital Inc.
INCREASED
Shares17,521 from 15,199
Change+2,322 (+15%)
Value$794.9K (+$69.8K)
Filed 2026-10-20
TruNorth Capital Management, LLC
UNCHANGED
Shares17,472 from 17,472
Change0 (0%)
Value$792.7K (-$40.9K)
Filed 2026-10-14
Independent Financial Group, LLC
INCREASED
Shares17,433 from 17,321
Change+112 (+1%)
Value$790.9K (-$35.4K)
Filed 2026-10-13
Leo Wealth, LLC
NEW
Shares17,305
Change+17,305
Value$785.1K
Filed 2026-10-26
Cambridge Advisors Inc.
DECREASED
Shares16,056 from 17,256
Change-1,200 (-7%)
Value$728.5K (-$94.8K)
Filed 2026-10-19
Walkner Condon Financial Advisors LLC
DECREASED
Shares16,036 from 16,069
Change-33 (0%)
Value$727.6K (-$39.1K)
Filed 2026-11-02
Park Avenue Securities LLC
DECREASED
Shares15,538 from 16,047
Change-509 (-3%)
Value$705 (-$765.3K)
Filed 2026-10-26
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$680.5K (-$35.1K)
Filed 2026-10-29
Spire Wealth Management
INCREASED
Shares14,791 from 12,863
Change+1,928 (+15%)
Value$671.1K (+$57.3K)
Filed 2026-10-30
J.W. Cole Advisors, Inc.
INCREASED
Shares14,585 from 14,264
Change+321 (+2%)
Value$661.7K (-$18.8K)
Filed 2026-11-05
Selective Wealth Management, Inc.
DECREASED
Shares14,437 from 15,711
Change-1,274 (-8%)
Value$676.7K (-$99.3K)
Filed 2026-10-16
AlphaStar Capital Management, LLC
INCREASED
Shares14,024 from 12,916
Change+1,108 (+9%)
Value$636.3K (+$20.0K)
Filed 2026-10-16
FCG Investment Co
DECREASED
Shares13,825 from 20,825
Change-7,000 (-34%)
Value$627.2K (-$366.3K)
Filed 2026-10-13
Moors & Cabot, Inc.
NEW
Shares13,815
Change+13,815
Value$626.8K
Filed 2026-11-06
Atticus Wealth Management, LLC
DECREASED
Shares13,807 from 20,732
Change-6,925 (-33%)
Value$626.4K (-$362.7K)
Filed 2026-10-20
Virtue Capital Management, LLC
DECREASED
Shares13,010 from 13,011
Change-1 (0%)
Value$590.3K (-$30.5K)
Filed 2026-10-29
Savant Capital, LLC
DECREASED
Shares12,774 from 44,159
Change-31,385 (-71%)
Value$579.6K (-$1.5M)
Filed 2026-11-06
Beacon Bank & Trust
DECREASED
Shares12,712 from 13,737
Change-1,025 (-7%)
Value$576.7K (-$78.6K)
Filed 2026-10-27
Elwood & Goetz Wealth Advisory Group, LLC
UNCHANGED
Shares12,337 from 12,337
Change0 (0%)
Value$559.7K (-$28.9K)
Filed 2026-10-28
Kestra Private Wealth Services, LLC
INCREASED
Shares12,231 from 11,849
Change+382 (+3%)
Value$554.9K (-$10.4K)
Filed 2026-11-06
First Heartland Consultants, Inc.
INCREASED
Shares12,093 from 12,075
Change+18 (+0%)
Value$548.7K (-$27.4K)
Filed 2026-10-08
Harpswell Capital Advisors, LLC
DECREASED
Shares12,000 from 16,000
Change-4,000 (-25%)
Value$544.4K (-$218.9K)
Filed 2026-10-09
Kagan Cocozza Asset Management
DECREASED
Shares11,765 from 22,296
Change-10,531 (-47%)
Value$533.8K (-$530.0K)
Filed 2026-10-19
Sigma Planning Corp
INCREASED
Shares11,760 from 8,714
Change+3,046 (+35%)
Value$533.5K (+$117.8K)
Filed 2026-10-23
Ignite Planners, LLC
INCREASED
Shares11,584 from 10,981
Change+603 (+5%)
Value$523.2K (-$715)
Filed 2026-10-14
Focused Wealth Management, Inc
INCREASED
Shares11,583 from 11,561
Change+22 (+0%)
Value$525.5K (-$26.1K)
Filed 2026-10-30
TCP Asset Management, LLC
UNCHANGED
Shares11,396 from 11,396
Change0 (0%)
Value$517.3K (-$26.4K)
Filed 2026-10-14
Essential Investment Partners LLC
NEW
Shares11,335
Change+11,335
Value$514.2K
Filed 2026-10-27
Howard Financial Services, Ltd.
UNCHANGED
Shares11,194 from 11,194
Change0 (0%)
Value$507.9K (-$26.2K)
Filed 2026-10-15
Financial Guidance Group, Inc.
UNCHANGED
Shares11,106 from 11,106
Change0 (0%)
Value$503.9K (-$26.0K)
Filed 2026-10-21
Brookstone Capital Management
INCREASED
Shares11,032 from 9,979
Change+1,053 (+11%)
Value$500.5K (+$24.4K)
Filed 2026-10-22
Wealth Alliance Advisory Group, LLC
UNCHANGED
Shares10,972 from 10,972
Change0 (0%)
Value$497.8K (-$25.7K)
Filed 2026-10-14
Citigroup Inc
INCREASED
Shares10,878 from 7,528
Change+3,350 (+45%)
Value$493.5K (+$134.4K)
Filed 2026-11-04
Level Four Advisory Services, LLC
DECREASED
Shares10,861 from 13,525
Change-2,664 (-20%)
Value$492.8K (-$152.5K)
Filed 2026-11-06
High Net Worth Advisory Group LLC
INCREASED
Shares10,848 from 10,017
Change+831 (+8%)
Value$492.2K (+$14.3K)
Filed 2026-10-26
AlphaCore Capital LLC
INCREASED
Shares10,839 from 8,425
Change+2,414 (+29%)
Value$491.8K (+$89.8K)
Filed 2026-11-04
Eagle Global Advisors LLC
INCREASED
Shares10,825 from 10,435
Change+390 (+4%)
Value$491.1K (-$6.7K)
Filed 2026-11-02
GC Wealth Management RIA, LLC
DECREASED
Shares10,746 from 10,919
Change-173 (-2%)
Value$487.5K (-$33.4K)
Filed 2026-11-02
Albion Financial Group
DECREASED
Shares10,722 from 25,474
Change-14,752 (-58%)
Value$486.4K (-$728.9K)
Filed 2026-10-21
Cache Advisors, LLC
UNCHANGED
Shares10,673 from 10,673
Change0 (0%)
Value$484.2K (-$25.0K)
Filed 2026-10-16
Syntax Research, Inc.
NEW
Shares10,670
Change+10,670
Value$484.1K
Filed 2026-11-04
Register Financial Advisors LLC
DECREASED
Shares10,586 from 10,654
Change-68 (-1%)
Value$480.3K (-$28.0K)
Filed 2026-10-23
Private Trust Co NA
DECREASED
Shares10,567 from 11,888
Change-1,321 (-11%)
Value$479.4K (-$87.8K)
Filed 2026-10-20
Balentine LLC
DECREASED
Shares10,489 from 10,582
Change-93 (-1%)
Value$475.9K (-$29.0K)
Filed 2026-11-03
SimpliFi, Inc.
INCREASED
Shares10,394 from 10,280
Change+114 (+1%)
Value$471.6K (-$18.9K)
Filed 2026-10-28
Entrewealth, LLC
INCREASED
Shares10,236 from 10,235
Change+1 (+0%)
Value$464.4K (-$42.1K)
Filed 2026-10-14
Larson Financial Group LLC
INCREASED
Shares10,097 from 10,054
Change+43 (+0%)
Value$458.1K (-$21.6K)
Filed 2026-11-05
Thrivent Financial for Lutherans
INCREASED
Shares9,970 from 9,329
Change+641 (+7%)
Value$453 (-$444.5K)
Filed 2026-11-05
US Bancorp \de\
DECREASED
Shares9,825 from 9,977
Change-152 (-2%)
Value$445.8K (-$30.2K)
Filed 2026-11-05
Oakworth Capital, Inc.
INCREASED
Shares9,787 from 8,787
Change+1,000 (+11%)
Value$444.0K (+$22.9K)
Filed 2026-10-26
Intrua Financial, LLC
INCREASED
Shares9,624 from 9,609
Change+15 (+0%)
Value$436.6K (-$21.8K)
Filed 2026-10-28
Erickson Financial Group, LLC
INCREASED
Shares9,613 from 9,523
Change+90 (+1%)
Value$436.1K (-$18.2K)
Filed 2026-11-05
Oarsman Capital, Inc.
INCREASED
Shares9,488 from 9,482
Change+6 (+0%)
Value$430.5K (-$21.9K)
Filed 2026-11-05
Principle Wealth Partners LLC
UNCHANGED
Shares9,315 from 9,315
Change0 (0%)
Value$422.6K (-$21.8K)
Filed 2026-11-02
Merit Financial Group, LLC
INCREASED
Shares9,298 from 8,936
Change+362 (+4%)
Value$421.9K (-$4.5K)
Filed 2026-11-06
Sage Advisory Services, Ltd.Co.
DECREASED
Shares9,198 from 9,987
Change-789 (-8%)
Value$417.0K (-$59.0K)
Filed 2026-10-29
Meriwether Wealth & Planning, LLC
DECREASED
Shares9,001 from 9,221
Change-220 (-2%)
Value$408.4K (-$31.6K)
Filed 2026-10-13
KW Wealth Management LLC
NEW
Shares8,850
Change+8,850
Value$401.5K
Filed 2026-10-28
Barry Investment Advisors, LLC
INCREASED
Shares8,782 from 8,751
Change+31 (+0%)
Value$398.4K (-$19.1K)
Filed 2026-10-14
Koshinski Asset Management, Inc.
INCREASED
Shares8,732 from 8,660
Change+72 (+1%)
Value$396.2K (-$17.0K)
Filed 2026-10-29
Diversified Enterprises, LLC
INCREASED
Shares8,563 from 8,551
Change+12 (+0%)
Value$388.5K (-$19.5K)
Filed 2026-10-19
Balefire, LLC
DECREASED
Shares8,181 from 13,567
Change-5,386 (-40%)
Value$371.2K (-$276.1K)
Filed 2026-10-09
Badgley Phelps Wealth Managers, LLC
UNCHANGED
Shares8,132 from 8,132
Change0 (0%)
Value$368.9K (-$19.0K)
Filed 2026-10-22
Carroll Advisory Group, LLC
INCREASED
Shares8,095 from 8,039
Change+56 (+1%)
Value$367.3K (-$16.3K)
Filed 2026-10-16
Schear Investment Advisers, LLC
NEW
Shares8,008
Change+8,008
Value$363.3K
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares8,008 from 7,921
Change+87 (+1%)
Value$363.3K (-$14.6K)
Filed 2026-10-14
Security National Bank
UNCHANGED
Shares7,950 from 7,950
Change0 (0%)
Value$360.7K (-$18.6K)
Filed 2026-10-26
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
UNCHANGED
Shares7,877 from 7,877
Change0 (0%)
Value$357.4K (-$18.4K)
Filed 2026-10-14
Cornerstone Wealth Management, LLC
INCREASED
Shares7,857 from 6,698
Change+1,159 (+17%)
Value$356.5K (+$36.9K)
Filed 2026-11-04
WealthPoint Financial, LLC
INCREASED
Shares7,711 from 7,126
Change+585 (+8%)
Value$349.8K (+$9.9K)
Filed 2026-11-03
NTV Asset Management LLC
UNCHANGED
Shares7,635 from 7,635
Change0 (0%)
Value$346.4K (-$17.9K)
Filed 2026-10-23
Integrity Alliance, Llc.
DECREASED
Shares7,124 from 7,138
Change-14 (0%)
Value$323.2K (-$17.3K)
Filed 2026-10-29
Investment Management Trust, LLC
INCREASED
Shares6,523 from 6,451
Change+72 (+1%)
Value$295.9K (-$11.8K)
Filed 2026-11-05
HB Wealth Management, LLC
INCREASED
Shares6,447 from 6,347
Change+100 (+2%)
Value$292.5K (-$10.3K)
Filed 2026-10-23
Symphony Financial, Ltd. Co.
INCREASED
Shares6,352 from 5,316
Change+1,036 (+19%)
Value$290.5K (+$33.2K)
Filed 2026-10-22
Laurel OAK Wealth Management, LLC
UNCHANGED
Shares6,142 from 6,142
Change0 (0%)
Value$278.7K (-$14.4K)
Filed 2026-10-19
Capital Asset Advisory Services LLC
DECREASED
Shares6,100 from 7,413
Change-1,313 (-18%)
Value$298.0K (-$55.7K)
Filed 2026-10-30
Collaborative Wealth Managment Inc.
INCREASED
Shares6,016 from 6,003
Change+13 (+0%)
Value$272.9K (-$13.5K)
Filed 2026-11-06
Cap Partners, LLC
DECREASED
Shares5,991 from 6,000
Change-9 (0%)
Value$271.8K (-$14.5K)
Filed 2026-10-19
Sowell Financial Services LLC
INCREASED
Shares5,975 from 5,757
Change+218 (+4%)
Value$271.1K (-$3.6K)
Filed 2026-10-23
Catalyst Financial Partners LLC
UNCHANGED
Shares5,821 from 5,821
Change0 (0%)
Value$264.1K (-$13.6K)
Filed 2026-11-06
TD Waterhouse Canada Inc.
DECREASED
Shares5,720 from 5,812
Change-92 (-2%)
Value$260.3K (-$18.4K)
Filed 2026-10-16
Diversify Wealth Management, LLC
DECREASED
Shares5,687 from 7,679
Change-1,992 (-26%)
Value$266.6K (-$116.6K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares5,687 from 7,679
Change-1,992 (-26%)
Value$266.6K (-$116.6K)
Filed 2026-10-20
WBH Advisory Inc
DECREASED
Shares5,572 from 5,772
Change-200 (-3%)
Value$252.8K (-$22.6K)
Filed 2026-11-05
UMB Bank, n.a.
DECREASED
Shares5,500 from 5,750
Change-250 (-4%)
Value$249.5K (-$24.8K)
Filed 2026-11-06
Facet Wealth, Inc.
INCREASED
Shares5,490 from 4,394
Change+1,096 (+25%)
Value$249.1K (+$39.4K)
Filed 2026-11-04
Vantage Investment Partners, LLC
INCREASED
Shares5,481 from 5,365
Change+116 (+2%)
Value$248.7K (-$7.3K)
Filed 2026-10-27
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares5,441 from 5,443
Change-2 (0%)
Value$246.9K (-$12.8K)
Filed 2026-10-29
Brighton Jones LLC
DECREASED
Shares5,311 from 5,320
Change-9 (0%)
Value$241.0K (-$12.9K)
Filed 2026-11-03
Integrated Advisors Network LLC
DECREASED
Shares5,096 from 5,337
Change-241 (-5%)
Value$231.2K (-$23.4K)
Filed 2026-10-20
Capital Investment Advisory Services, LLC
INCREASED
Shares5,044 from 5,038
Change+6 (+0%)
Value$228.8K (-$11.5K)
Filed 2026-10-30
Castle Rock Wealth Management, LLC
INCREASED
Shares5,023 from 4,938
Change+85 (+2%)
Value$229.0K (-$7.7K)
Filed 2026-10-09
International Assets Investment Management, LLC
DECREASED
Shares4,955 from 6,040
Change-1,085 (-18%)
Value$225.4K (-$64.1K)
Filed 2026-11-02
Accel Wealth Management
INCREASED
Shares4,926 from 4,904
Change+22 (+0%)
Value$223.5K (-$10.5K)
Filed 2026-10-13
Nilsine Partners, LLC
UNCHANGED
Shares4,902 from 4,902
Change0 (0%)
Value$222.4K (-$11.5K)
Filed 2026-11-02
Amicus Financial Advisors, LLC
UNCHANGED
Shares4,734 from 4,734
Change0 (0%)
Value$214.8K (-$11.1K)
Filed 2026-11-03
Brown Miller Wealth Management, LLC
UNCHANGED
Shares4,712 from 4,712
Change0 (0%)
Value$213.8K (-$11.0K)
Filed 2026-11-02
Kellett Wealth Advisors, LLC
UNCHANGED
Shares4,600 from 4,600
Change0 (0%)
Value$208.7K (-$10.8K)
Filed 2026-10-15
Woodmont Investment Counsel LLC
UNCHANGED
Shares4,558 from 4,558
Change0 (0%)
Value$206.8K (-$10.7K)
Filed 2026-10-29
Portland Financial Advisors Inc
INCREASED
Shares4,474 from 4,304
Change+170 (+4%)
Value$203.0K (-$2.4K)
Filed 2026-10-26
Inscription Capital, LLC
INCREASED
Shares4,468 from 4,218
Change+250 (+6%)
Value$202.7K (+$1.5K)
Filed 2026-11-02
Kaizen Financial Strategies
INCREASED
Shares4,467 from 4,431
Change+36 (+1%)
Value$202.7K (-$9.7K)
Filed 2026-10-09
Cullen T Bankers, Inc.
INCREASED
Shares3,333 from 2,581
Change+752 (+29%)
Value$151.2K (+$28.1K)
Filed 2026-10-28
CX Institutional
DECREASED
Shares3,012 from 26,004
Change-22,992 (-88%)
Value$137 (-$1.1K)
Filed 2026-10-02
Fairscale Capital, LLC
UNCHANGED
Shares2,948 from 2,948
Change0 (0%)
Value$144.6K (+$4.0K)
Filed 2026-11-04
Nova Financial LLC
NEW
Shares2,799
Change+2,799
Value$127.0K
Filed 2026-11-04
Downshift Financial, LLC
UNCHANGED
Shares2,634 from 2,634
Change0 (0%)
Value$119.5K (-$6.2K)
Filed 2026-10-13
Go Invest LLC
DECREASED
Shares2,601 from 2,681
Change-80 (-3%)
Value$118.0K (-$9.9K)
Filed 2026-10-09
EverSource Wealth Advisors, LLC
INCREASED
Shares2,535 from 2,528
Change+7 (+0%)
Value$115.0K (-$5.6K)
Filed 2026-11-04
Harbor Investment Advisory, LLC
UNCHANGED
Shares2,509 from 2,509
Change0 (0%)
Value$113.8K (-$5.9K)
Filed 2026-10-13
Peterson Wealth Services
INCREASED
Shares2,467 from 2,448
Change+19 (+1%)
Value$111.9K (-$4.9K)
Filed 2026-10-26
Investment Research & Advisory Group, Inc.
UNCHANGED
Shares2,407 from 2,407
Change0 (0%)
Value$109.2K (-$5.6K)
Filed 2026-10-19
North Star Investment Management Corp.
UNCHANGED
Shares2,345 from 2,345
Change0 (0%)
Value$106.4K (-$5.5K)
Filed 2026-10-27
Jacobi Capital Management LLC
NEW
Shares2,315
Change+2,315
Value$105.0K
Filed 2026-11-05
Westside Investment Management, Inc.
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$99.8K (-$5.1K)
Filed 2026-11-02
Miller Global Investments, LLC
DECREASED
Shares2,022 from 2,028
Change-6 (0%)
Value$91.7K (-$5.0K)
Filed 2026-10-02
Tsfg, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$91 (-$94.9K)
Filed 2026-10-23
Mcdonald Partners LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$90.7K (-$4.7K)
Filed 2026-11-03
IFP Advisors, Inc
INCREASED
Shares1,963 from 1,931
Change+32 (+2%)
Value$89.1K (-$3.1K)
Filed 2026-10-16
Lanark Financial, Inc.
INCREASED
Shares1,862 from 1,855
Change+7 (+0%)
Value$84.5K (-$4.0K)
Filed 2026-10-26
Rakuten Securities, Inc.
INCREASED
Shares1,806 from 25
Change+1,781 (+7124%)
Value$81.9K (+$80.7K)
Filed 2026-11-02
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$72.6K (-$3.7K)
Filed 2026-10-15
Triumph Capital Management
INCREASED
Shares1,348 from 1,099
Change+249 (+23%)
Value$61.2K (+$8.7K)
Filed 2026-10-14
Clearstead Trust, LLC
UNCHANGED
Shares1,337 from 1,337
Change0 (0%)
Value$60.7K (-$3.1K)
Filed 2026-11-06
Trust Co of Vermont
UNCHANGED
Shares1,160 from 1,160
Change0 (0%)
Value$52.6K (-$2.7K)
Filed 2026-10-21
Creative Financial Designs Inc
INCREASED
Shares1,124 from 881
Change+243 (+28%)
Value$51.0K (+$9.0K)
Filed 2026-11-04
Bullock Wealth Management Group
UNCHANGED
Shares1,011 from 1,011
Change0 (0%)
Value$46.0K (-$2.5K)
Filed 2026-10-09
Access Investment Management LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$45.4K (-$2.3K)
Filed 2026-10-23
Grey Ledge Advisors, LLC
INCREASED
Shares933 from 926
Change+7 (+1%)
Value$42.3K (-$1.8K)
Filed 2026-11-02
City Holding Co
DECREASED
Shares930 from 953
Change-23 (-2%)
Value$42.2K (-$3.3K)
Filed 2026-10-19
Pacific Center for Financial Services
UNCHANGED
Shares875 from 875
Change0 (0%)
Value$39.7K (-$2.0K)
Filed 2026-10-15
Russell Investments Group, Ltd.
INCREASED
Shares847 from 298
Change+549 (+184%)
Value$38.5K (+$24.2K)
Filed 2026-11-06
10Elms LLP
UNCHANGED
Shares820 from 820
Change0 (0%)
Value$37.2K (-$1.9K)
Filed 2026-11-06
Tompkins Financial Corp
UNCHANGED
Shares675 from 675
Change0 (0%)
Value$30.6K (-$1.6K)
Filed 2026-10-05
Compass Financial Management LLC
INCREASED
Shares603 from 597
Change+6 (+1%)
Value$27.4K (-$2.6K)
Filed 2026-10-30
Valley National Advisers Inc
UNCHANGED
Shares577 from 577
Change0 (0%)
Value$26.2K (-$1.3K)
Filed 2026-10-23
Pathway Financial Advisers, LLC
NEW
Shares536
Change+536
Value$24.3K
Filed 2026-10-27
Golden State Wealth Management, LLC
INCREASED
Shares531 from 181
Change+350 (+193%)
Value$24.1K (+$15.5K)
Filed 2026-11-02
Parallel Advisors, LLC
DECREASED
Shares523 from 746
Change-223 (-30%)
Value$23.7K (-$11.9K)
Filed 2026-11-03
Hickory Point Bank & Trust
UNCHANGED
Shares475 from 475
Change0 (0%)
Value$21.6K (-$1.1K)
Filed 2026-10-01
Mainstream Capital Management LLC
NEW
Shares455
Change+455
Value$20.6K
Filed 2026-10-23
Farmers & Merchants Investments Inc
NEW
Shares440
Change+440
Value$20.0K
Filed 2026-10-22
LFA - Lugano Financial Advisors SA
INCREASED
Shares434 from 139
Change+295 (+212%)
Value$19.7K (+$13.1K)
Filed 2026-11-03
Y.D. More Investments Ltd
NEW
Shares430
Change+430
Value$19.5K
Filed 2026-11-02
Signaturefd, LLC
INCREASED
Shares429 from 398
Change+31 (+8%)
Value$19.5K (+$461)
Filed 2026-10-23
Blueline Advisors LLC
UNCHANGED
Shares427 from 427
Change0 (0%)
Value$19.4K (-$1.0K)
Filed 2026-10-15
Gilpin Wealth Management, LLC
UNCHANGED
Shares402 from 402
Change0 (0%)
Value$18.2K (-$941)
Filed 2026-10-09
Provenance Wealth Advisors, LLC
NEW
Shares400
Change+400
Value$18.1K
Filed 2026-10-30
Latitude Advisors, LLC
NEW
Shares399
Change+399
Value$18.1K
Filed 2026-10-27
Abound Wealth Management
DECREASED
Shares384 from 390
Change-6 (-2%)
Value$17.4K (-$1.2K)
Filed 2026-10-26
Independence Bank of Kentucky
UNCHANGED
Shares368 from 368
Change0 (0%)
Value$16.7K (-$861)
Filed 2026-10-26
American Capital Advisory, LLC
UNCHANGED
Shares366 from 366
Change0 (0%)
Value$16.6K (-$856)
Filed 2026-10-28
Nfsg Corp
DECREASED
Shares315 from 496
Change-181 (-36%)
Value$14.3K (-$9.4K)
Filed 2026-10-15
Ascentis Independent Advisors
NEW
Shares311
Change+311
Value$14.1K
Filed 2026-11-03
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares285 from 285
Change0 (0%)
Value$12.9K (-$667)
Filed 2026-10-13
Foresight Capital Management Advisors, Inc.
NEW
Shares250
Change+250
Value$11.3K
Filed 2026-10-27
Lynch Asset Management, Inc.
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$11.3K (-$585)
Filed 2026-10-28
Cape Investment Advisory, Inc.
UNCHANGED
Shares241 from 241
Change0 (0%)
Value$10.9K (-$564)
Filed 2026-10-13
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares239 from 239
Change0 (0%)
Value$10.8K (-$560)
Filed 2026-11-04
PayPay Securities Corp
NEW
Shares207
Change+207
Value$9.4K
Filed 2026-10-27
Gamma Investing LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$9.1K (-$468)
Filed 2026-10-08
Key FInancial Inc
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$9.1K (-$468)
Filed 2026-11-02
Signature Resources Capital Management, LLC
UNCHANGED
Shares195 from 195
Change0 (0%)
Value$8.8K (-$456)
Filed 2026-10-16
Quest 10 Wealth Builders, Inc.
INCREASED
Shares183 from 180
Change+3 (+2%)
Value$8.3K (-$285)
Filed 2026-11-02
CoreCap Advisors, LLC
DECREASED
Shares174 from 175
Change-1 (-1%)
Value$7.9K (-$409)
Filed 2026-10-08
Main Street Group, LTD
INCREASED
Shares125 from 124
Change+1 (+1%)
Value$5.7K (-$227)
Filed 2026-10-28
Lodestone Wealth Management LLC
UNCHANGED
Shares116 from 116
Change0 (0%)
Value$5.3K (-$271)
Filed 2026-10-14
High Point Wealth Management, LLC
NEW
Shares115
Change+115
Value$5.2K
Filed 2026-11-05
Physician Wealth Advisors, Inc.
INCREASED
Shares108 from 107
Change+1 (+1%)
Value$4.9K (-$197)
Filed 2026-10-20
Clearstead Advisors, LLC
INCREASED
Shares96 from 86
Change+10 (+12%)
Value$4.3K (+$253)
Filed 2026-11-06
Markowski Investments
INCREASED
Shares84 from 83
Change+1 (+1%)
Value$3.8K (-$152)
Filed 2026-10-30
Sage Mountain Advisors LLC
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$3.7K (-$189)
Filed 2026-11-02
Dhjj Financial Advisors, Ltd.
NEW
Shares75
Change+75
Value$3.4K
Filed 2026-10-23
Birch Financial Group, LLC
NEW
Shares62
Change+62
Value$2.8K
Filed 2026-10-27
Root Financial Partners, LLC
NEW
Shares62
Change+62
Value$2.8K
Filed 2026-10-21
Financial Freedom, LLC
NEW
Shares45
Change+45
Value$2.1K
Filed 2026-11-06
Parkside Financial Bank & Trust
NEW
Shares38
Change+38
Value$1.7K
Filed 2026-10-27
Strategic Advocates LLC
INCREASED
Shares38 from 26
Change+12 (+46%)
Value$1.7K (+$484)
Filed 2026-11-03
Planning Strategies Inc.
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$1.5K (-$79)
Filed 2026-10-02
Mountain Hill Investment Partners Corp.
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$784 (-$40)
Filed 2026-10-23
Townsend Asset Management Corp
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$631 (-$25)
Filed 2026-10-29
Realta Investment Advisors
INCREASED
Shares12 from 11
Change+1 (+9%)
Value$527 (-$21)
Filed 2026-10-14
Blue Trust, Inc.
NEW
Shares2
Change+2
Value$102
Filed 2026-10-15
Concord Wealth Partners
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$91 (-$4)
Filed 2026-11-02
Valley Wealth Managers, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$53 (-$3)
Filed 2026-10-09
Jefferies Financial Group Inc.
CLOSED
Shares0 from 124,279
Change-124,279 (-100%)
Value$0 (-$5.9M)
Filed 2026-11-05
Dumont & Blake Investment Advisors LLC
CLOSED
Shares0 from 54,123
Change-54,123 (-100%)
Value$0 (-$2.6M)
Filed 2026-10-28
Uhlmann Price Securities, LLC
CLOSED
Shares0 from 21,268
Change-21,268 (-100%)
Value$0 (-$1.0M)
Filed 2026-11-03
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 18,813
Change-18,813 (-100%)
Value$0 (-$897.6K)
Filed 2026-10-21
Heck Capital Advisors, LLC
CLOSED
Shares0 from 17,547
Change-17,547 (-100%)
Value$0 (-$837.2K)
Filed 2026-10-14
Advisor Resource Council
CLOSED
Shares0 from 13,217
Change-13,217 (-100%)
Value$0 (-$630.6K)
Filed 2026-11-05
Endeavor Private Wealth, Inc.
CLOSED
Shares0 from 9,800
Change-9,800 (-100%)
Value$0 (-$467.6K)
Filed 2026-11-05
Wealthcare Advisory Partners LLC
CLOSED
Shares0 from 9,028
Change-9,028 (-100%)
Value$0 (-$430.7K)
Filed 2026-10-21
Mission Wealth Management, LP
CLOSED
Shares0 from 5,187
Change-5,187 (-100%)
Value$0 (-$247.5K)
Filed 2026-10-15
Kingsbury Capital Investment Advisors LLC
CLOSED
Shares0 from 4,828
Change-4,828 (-100%)
Value$0 (-$230.3K)
Filed 2026-10-20
Grant Private Wealth Management Inc
CLOSED
Shares0 from 4,724
Change-4,724 (-100%)
Value$0 (-$225.4K)
Filed 2026-10-19
Oppenheimer Asset Management Inc.
CLOSED
Shares0 from 4,394
Change-4,394 (-100%)
Value$0 (-$209.6K)
Filed 2026-10-27
Mascagni Wealth Management, Inc.
CLOSED
Shares0 from 4,348
Change-4,348 (-100%)
Value$0 (-$207.4K)
Filed 2026-10-23
Dynamic Advisor Solutions LLC
CLOSED
Shares0 from 4,331
Change-4,331 (-100%)
Value$0 (-$206.6K)
Filed 2026-10-13
Oregon Pacific Wealth Management, LLC
CLOSED
Shares0 from 4,301
Change-4,301 (-100%)
Value$0 (-$205.2K)
Filed 2026-10-20
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,060
Change-1,060 (-100%)
Value$0 (-$50.6K)
Filed 2026-10-15
Rossby Financial, LCC
CLOSED
Shares0 from 1,019
Change-1,019 (-100%)
Value$0 (-$48.6K)
Filed 2026-11-05
New England Capital Financial Advisors LLC
CLOSED
Shares0 from 931
Change-931 (-100%)
Value$0 (-$44.4K)
Filed 2026-11-03
NBT Bank, N.A.
CLOSED
Shares0 from 880
Change-880 (-100%)
Value$0 (-$42.0K)
Filed 2026-10-21
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 818
Change-818 (-100%)
Value$0 (-$39.0K)
Filed 2026-10-26
LifeSteps Financial, Inc.
CLOSED
Shares0 from 384
Change-384 (-100%)
Value$0 (-$18.3K)
Filed 2026-10-15
GFS Advisors, LLC
CLOSED
Shares0 from 150
Change-150 (-100%)
Value$0 (-$36.0M)
Filed 2026-11-03
Strengthening Families & Communities, LLC
CLOSED
Shares0 from 80
Change-80 (-100%)
Value$0 (-$3.8K)
Filed 2026-10-21
GHP Investment Advisors, Inc.
CLOSED
Shares0 from 17
Change-17 (-100%)
Value$0 (-$812)
Filed 2026-10-15
Tucker Asset Management LLC
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$286)
Filed 2026-10-29
Bank of America Corp
N/A
Shares— from 3,449,190
Change-3,449,190 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,682,417
Change-1,682,417 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 790,973
Change-790,973 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 705,786
Change-705,786 (-100%)
Value—
UBS Group AG
N/A
Shares— from 689,145
Change-689,145 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 532,010
Change-532,010 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 515,233
Change-515,233 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 467,508
Change-467,508 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 455,223
Change-455,223 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 400,874
Change-400,874 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 396,673
Change-396,673 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 396,211
Change-396,211 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 320,224
Change-320,224 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 318,591
Change-318,591 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 311,737
Change-311,737 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 310,099
Change-310,099 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 296,777
Change-296,777 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 257,757
Change-257,757 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 256,501
Change-256,501 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 246,515
Change-246,515 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 235,511
Change-235,511 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 232,596
Change-232,596 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 193,151
Change-193,151 (-100%)
Value—
Elite Financial, Inc.
N/A
Shares— from 178,638
Change-178,638 (-100%)
Value—
Cercano Management LLC
N/A
Shares— from 174,939
Change-174,939 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 163,735
Change-163,735 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 147,601
Change-147,601 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 142,067
Change-142,067 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 128,722
Change-128,722 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 124,700
Change-124,700 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 123,795
Change-123,795 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 123,255
Change-123,255 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 107,764
Change-107,764 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 96,404
Change-96,404 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 94,392
Change-94,392 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 89,621
Change-89,621 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 87,016
Change-87,016 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 86,919
Change-86,919 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 86,479
Change-86,479 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 85,522
Change-85,522 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 84,488
Change-84,488 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 79,526
Change-79,526 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 78,337
Change-78,337 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 76,786
Change-76,786 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 73,626
Change-73,626 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 72,241
Change-72,241 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 71,455
Change-71,455 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 71,254
Change-71,254 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 70,585
Change-70,585 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 66,108
Change-66,108 (-100%)
Value—
FMR LLC
N/A
Shares— from 64,910
Change-64,910 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 64,660
Change-64,660 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 64,425
Change-64,425 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 63,863
Change-63,863 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 61,753
Change-61,753 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 58,443
Change-58,443 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 58,023
Change-58,023 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 57,963
Change-57,963 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 55,078
Change-55,078 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 54,945
Change-54,945 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 54,110
Change-54,110 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 53,999
Change-53,999 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 52,220
Change-52,220 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 52,103
Change-52,103 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 51,225
Change-51,225 (-100%)
Value—
State Street Corp
N/A
Shares— from 49,021
Change-49,021 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 48,758
Change-48,758 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 48,646
Change-48,646 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 48,396
Change-48,396 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 46,169
Change-46,169 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 43,608
Change-43,608 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 42,500
Change-42,500 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 39,519
Change-39,519 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 36,808
Change-36,808 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 36,761
Change-36,761 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 36,675
Change-36,675 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 34,299
Change-34,299 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 33,632
Change-33,632 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 33,470
Change-33,470 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 32,479
Change-32,479 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 31,245
Change-31,245 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 27,542
Change-27,542 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 27,083
Change-27,083 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 26,710
Change-26,710 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 26,516
Change-26,516 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 25,917
Change-25,917 (-100%)
Value—
&partners
N/A
Shares— from 25,687
Change-25,687 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 25,369
Change-25,369 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 24,105
Change-24,105 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 22,099
Change-22,099 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 22,058
Change-22,058 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 20,704
Change-20,704 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 20,656
Change-20,656 (-100%)
Value—
Stephens Inc
N/A
Shares— from 20,630
Change-20,630 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 19,716
Change-19,716 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 19,082
Change-19,082 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 18,690
Change-18,690 (-100%)
Value—
Sonoma Private Wealth LLC
N/A
Shares— from 18,645
Change-18,645 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 18,095
Change-18,095 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 18,000
Change-18,000 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 17,367
Change-17,367 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 17,341
Change-17,341 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 17,070
Change-17,070 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 16,862
Change-16,862 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 16,613
Change-16,613 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 15,713
Change-15,713 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 15,300
Change-15,300 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 15,129
Change-15,129 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 15,079
Change-15,079 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 14,923
Change-14,923 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 14,835
Change-14,835 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 14,384
Change-14,384 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 14,232
Change-14,232 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 14,223
Change-14,223 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 14,031
Change-14,031 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 12,805
Change-12,805 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 12,713
Change-12,713 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 11,743
Change-11,743 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 11,590
Change-11,590 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 11,315
Change-11,315 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 11,129
Change-11,129 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 11,073
Change-11,073 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 10,843
Change-10,843 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 10,697
Change-10,697 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 10,314
Change-10,314 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 10,279
Change-10,279 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 10,079
Change-10,079 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 10,052
Change-10,052 (-100%)
Value—
Parker Investment Management, LLC
N/A
Shares— from 10,038
Change-10,038 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 9,973
Change-9,973 (-100%)
Value—
Johnson Wealth Management, LLC
N/A
Shares— from 9,920
Change-9,920 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 9,522
Change-9,522 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 9,256
Change-9,256 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 9,098
Change-9,098 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 9,043
Change-9,043 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 9,038
Change-9,038 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 8,804
Change-8,804 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 8,652
Change-8,652 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 8,462
Change-8,462 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 8,367
Change-8,367 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 8,115
Change-8,115 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 8,054
Change-8,054 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 7,797
Change-7,797 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 7,696
Change-7,696 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 7,568
Change-7,568 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 7,445
Change-7,445 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 7,200
Change-7,200 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 7,168
Change-7,168 (-100%)
Value—
Norris Financial Group, LLC
N/A
Shares— from 7,118
Change-7,118 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 7,033
Change-7,033 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 6,775
Change-6,775 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 6,747
Change-6,747 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 6,720
Change-6,720 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 6,601
Change-6,601 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 6,581
Change-6,581 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 6,525
Change-6,525 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 6,448
Change-6,448 (-100%)
Value—
Perspective Wealth Advisors LLC
N/A
Shares— from 6,437
Change-6,437 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 6,254
Change-6,254 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 6,223
Change-6,223 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 5,981
Change-5,981 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 5,969
Change-5,969 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 5,947
Change-5,947 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 5,783
Change-5,783 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 5,620
Change-5,620 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 5,515
Change-5,515 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 5,484
Change-5,484 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 5,464
Change-5,464 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 5,391
Change-5,391 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 5,375
Change-5,375 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 5,363
Change-5,363 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 5,275
Change-5,275 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 5,150
Change-5,150 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 5,146
Change-5,146 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 5,095
Change-5,095 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 5,063
Change-5,063 (-100%)
Value—
Betterment LLC
N/A
Shares— from 4,988
Change-4,988 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 4,976
Change-4,976 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 4,829
Change-4,829 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 4,828
Change-4,828 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 4,806
Change-4,806 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 4,772
Change-4,772 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 4,720
Change-4,720 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 4,698
Change-4,698 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 4,617
Change-4,617 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 4,575
Change-4,575 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 4,534
Change-4,534 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 4,326
Change-4,326 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 4,250
Change-4,250 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 4,150
Change-4,150 (-100%)
Value—
Blair William & Co
N/A
Shares— from 3,433
Change-3,433 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 3,413
Change-3,413 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 3,207
Change-3,207 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 3,124
Change-3,124 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 2,314
Change-2,314 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,739
Change-1,739 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 1,375
Change-1,375 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,244
Change-1,244 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,211
Change-1,211 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 1,174
Change-1,174 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 1,150
Change-1,150 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 1,139
Change-1,139 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 1,125
Change-1,125 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 1,060
Change-1,060 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 1,055
Change-1,055 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 1,035
Change-1,035 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 1,024
Change-1,024 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 952
Change-952 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 944
Change-944 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 920
Change-920 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 887
Change-887 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 747
Change-747 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 717
Change-717 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 600
Change-600 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 571
Change-571 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 556
Change-556 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 487
Change-487 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 458
Change-458 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 362
Change-362 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 343
Change-343 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 270
Change-270 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 262
Change-262 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 250
Change-250 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 187
Change-187 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 181
Change-181 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 164
Change-164 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 148
Change-148 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 146
Change-146 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 139
Change-139 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 58
Change-58 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 39
Change-39 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 19
Change-19 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 12
Change-12 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 10
Change-10 (-100%)
Value—
Status
LPL Financial LLC
INCREASED5,376,6485,115,210+261,438+5%$244.0M$243.9M-$108.1K2026-11-06
Vantagepoint Investment Advisers LLC
UNCHANGED3,315,1283,315,12800%$158.2M$150.4M-$7.8M2026-10-26
Auto-Owners Insurance Co
INCREASED2,059,7002,050,000+9,700+0%$97.8M$93.5M-$4.4M2026-10-15
SBI Securities Co., Ltd.
INCREASED1,440,1011,437,681+2,420+0%$68.6M$65.3M-$3.3M2026-10-22
Curran Financial Partners, LLC
INCREASED668,574611,552+57,022+9%$29.2M$30.3M+$1.2M2026-11-04
Commonwealth Equity Services, LLC
INCREASED642,280581,680+60,600+10%$27.8M$29.1M+$1.4M2026-11-02
Bank of New York Mellon Corp
DECREASED489,995503,977-13,982-3%$24.0M$22.2M-$1.8M2026-11-05
First Command Advisory Services, Inc.
DECREASED430,581729,859-299,278-41%$34.8M$19.5M-$15.3M2026-11-05
StoneX Group Inc.
INCREASED229,250219,905+9,345+4%$10.5M$10.4M-$75.6K2026-11-03
Flagship Harbor Advisors, LLC
INCREASED222,31416,960+205,354+1211%$809.2K$10.1M+$9.3M2026-10-26
Keystone Financial Planning, Inc.
INCREASED219,348197,430+21,918+11%$9.4M$10.0M+$532.4K2026-10-08
Truist Financial Corp
INCREASED217,741210,836+6,905+3%$10.1M$9.9M-$180.1K2026-10-30
SWS Partners
DECREASED199,971207,359-7,388-4%$9.9M$9.1M-$820.4K2026-10-26
First Hawaiian Bank
UNCHANGED195,322195,32200%$9.3M$8.9M-$457.1K2026-10-14
Mesirow Financial Investment Management, Inc.
INCREASED192,713167,993+24,720+15%$8.0M$8.7M+$728.1K2026-11-05
Cowa, LLC
INCREASED190,213189,929+284+0%$9.1M$8.7M-$372.8K2026-10-30
Crescent Grove Advisors, LLC
INCREASED157,883154,026+3,857+3%$7.3M$7.2M-$185.4K2026-10-21
Cambridge Investment Research Advisors, Inc.
INCREASED136,316129,028+7,288+6%$6.2M$6.2K-$6.1M2026-11-02
CGN Advisors LLC
INCREASED133,365125,264+8,101+6%$6.0M$6.1M+$74.4K2026-10-21
Venture Visionary Partners LLC
INCREASED119,018119,017+10%$5.7M$5.4M-$278.5K2026-10-07
Asset One Wealth Management LLC
INCREASED117,039112,959+4,080+4%$5.5M$5.3M-$182.0K2026-11-02
Phoenix Wealth Advisors
INCREASED115,709108,866+6,843+6%$5.2M$5.2M+$55.7K2026-11-03
Total Clarity Wealth Management, Inc.
DECREASED112,696273,088-160,392-59%$13.0M$5.1M-$7.9M2026-10-26
Allworth Financial LP
INCREASED106,07598,510+7,565+8%$4.7M$5.1M+$360.9K2026-11-06
D.A. Davidson & Co.
INCREASED104,37599,113+5,262+5%$4.7M$4.7M+$6.8K2026-10-28
BIP Wealth, LLC
DECREASED102,336107,943-5,607-5%$5.1M$4.6M-$507.0K2026-10-22
Heartwood Wealth Advisors LLC
INCREASED98,89778,776+20,121+26%$3.8M$4.5M+$728.6K2026-10-05
Avior Wealth Management, LLC
INCREASED83,83374,387+9,446+13%$3.5M$3.8M+$254.5K2026-10-13
PNC Financial Services Group, Inc.
DECREASED79,92579,953-280%$3.8M$3.6M-$188.4K2026-11-06
Ashton Thomas Private Wealth, LLC
UNCHANGED78,17078,17000%$3.7M$3.5M-$182.9K2026-11-03
Creative Planning
INCREASED77,43277,102+330+0%$3.7M$3.5M-$165.4K2026-11-02
Global Strategic Investment Solutions, LLC
UNCHANGED77,35477,35400%$3.7M$3.5M-$181.0K2026-10-16
WealthPlan Investment Management, LLC
DECREASED76,24179,795-3,554-4%$3.8M$3.5M-$348.0K2026-10-15
Prospera Financial Services Inc
INCREASED71,76467,397+4,367+6%$3.2M$3.5M+$305.3K2026-11-04
Advisor OS, LLC
DECREASED70,77971,384-605-1%$3.4M$3.2M-$194.5K2026-11-03
Independent Wealth Network Inc.
DECREASED69,18072,228-3,048-4%$3.4M$3.1M-$307.3K2026-10-19
NAN Fung Trinity (HK) Ltd
UNCHANGED67,50067,50000%$3.2M$3.1M-$158.0K2026-11-06
Kestra Advisory Services, LLC
INCREASED65,83346,749+19,084+41%$2.2M$3.0M+$756.4K2026-11-02
McAdam, LLC
INCREASED65,73757,883+7,854+14%$2.8M$3.0M+$220.9K2026-10-21
Wealth Enhancement Advisory Services, LLC
INCREASED57,42455,735+1,689+3%$2.7M$2.6M-$64.8K2026-10-13
Citizens Financial Group Inc
INCREASED55,42053,862+1,558+3%$2.6M$2.5M-$55.3K2026-10-23
First Premier Bank
DECREASED54,00758,437-4,430-8%$2.8K$2.5K-$3382026-10-13
Econ Financial Services Corp
DECREASED52,37763,286-10,909-17%$3.0M$2.4M-$643.0K2026-10-19
Assetmark, Inc
DECREASED51,46553,139-1,674-3%$2.5M$2.3M-$200.3K2026-10-21
Daiwa Securities Group Inc.
DECREASED50,397162,306-111,909-69%$7.7M$2.3M-$5.5M2026-10-29
Concurrent Investment Advisors, LLC
INCREASED49,61934,312+15,307+45%$1.6M$2.3M+$614.2K2026-10-16
Innovative Wealth Building LLC
DECREASED48,88950,494-1,605-3%$2.4M$2.2M-$191.0K2026-10-14
Lido Advisors, LLC
INCREASED48,19739,359+8,838+22%$1.9M$2.2M+$309.0K2026-11-04
Thrive Capital Management, LLC
DECREASED47,12947,140-110%$2.2M$2.1M-$110.8K2026-10-28
MFG Wealth Management, Inc.
DECREASED46,71548,918-2,203-4%$2.3M$2.1M-$214.4K2026-10-09
Roan Capital Partners
INCREASED42,90841,976+932+2%$2.0M$1.9M-$55.9K2026-10-09
Farther Finance Advisors, LLC
DECREASED42,53247,059-4,527-10%$2.2M$1.9M-$315.5K2026-10-08
Fifth Third Bancorp
INCREASED42,13041,710+420+1%$2.0M$1.9M-$78.5K2026-11-05
Wedbush Securities Inc
DECREASED42,10150,141-8,040-16%$2.4M$1.9K-$2.4M2026-10-22
Decker Retirement Planning Inc.
INCREASED40,92938,846+2,083+5%$1.9M$1.9M+$3.6K2026-10-19
Proathlete Wealth Management LLC
UNCHANGED40,38440,38400%$1.9M$1.8M-$94.5K2026-10-15
Wealth Advisory Solutions, LLC
DECREASED39,98840,275-287-1%$1.9M$1.8M-$107.3K2026-10-20
HBW Advisory Services LLC
INCREASED39,67739,039+638+2%$1.9M$1.8M-$62.4K2026-10-15
Towercrest Capital Management
INCREASED37,65537,307+348+1%$1.8M$1.7M-$71.5K2026-10-23
LexAurum Advisors, LLC
UNCHANGED34,93134,93100%$1.7M$1.6M-$81.7K2026-10-19
Castleview Partners, LLC
INCREASED34,82634,662+164+0%$1.7M$1.6M-$73.7K2026-10-09
Sage Capital Management, LLC
INCREASED34,05933,674+385+1%$1.6M$1.5M-$61.3K2026-10-20
Genesee Capital Advisors, LLC
DECREASED33,61933,932-313-1%$1.6M$1.5M-$93.6K2026-10-20
Stanich Group LLC
INCREASED33,21932,407+812+3%$1.5M$1.5M-$39.0K2026-10-16
Collier Financial
INCREASED32,16930,686+1,483+5%$1.5M$1.5M-$4.5K2026-11-06
Alliance Wealth Management Group
DECREASED32,09832,198-1000%$1.5M$1.5M-$79.9K2026-10-29
Bison Wealth, LLC
INCREASED32,03131,796+235+1%$1.5M$1.5M-$56.6K2026-10-13
1900 Wealth Management LLC
INCREASED30,54429,882+662+2%$1.4M$1.4M-$39.9K2026-10-13
Cascade Investment Group, Inc.
INCREASED30,28130,155+126+0%$1.4M$1.4M-$64.9K2026-10-13
Y-Intercept (Hong Kong) Ltd
INCREASED29,79921,933+7,866+36%$1.0M$1.4M+$305.6K2026-10-16
Meridian Wealth Management, LLC
INCREASED29,52929,401+128+0%$1.4M$1.3M-$63.0K2026-11-05
Insight Advisors, LLC/ PA
INCREASED27,88927,399+490+2%$1.3M$1.3M-$41.9K2026-10-22
James T. Borello RIA
UNCHANGED27,14827,14800%$1.3M$1.2M-$63.5K2026-10-16
Juncture Wealth Strategies, LLC
INCREASED26,68625,821+865+3%$1.2M$1.2M-$21.2K2026-10-06
TMB Capital Partners, LLC
INCREASED26,39325,969+424+2%$1.2M$1.2M-$41.5K2026-10-20
Apollon Wealth Management, LLC
INCREASED26,27814,624+11,654+80%$697.7K$1.2M+$494.5K2026-10-23
Armstrong Advisory Group, Inc
INCREASED25,79425,247+547+2%$1.2M$1.2M-$34.3K2026-10-09
Kingswood Wealth Advisors, LLC
DECREASED25,61128,949-3,338-12%$1.4M$1.2M-$219.2K2026-10-23
Capstone Wealth Management Group, LLC
DECREASED24,95433,165-8,211-25%$1.6M$1.1M-$484.3K2026-11-05
Wilkins Miller Wealth Management, LLC
INCREASED24,21724,152+65+0%$1.2M$1.1M-$53.6K2026-10-13
Quadcap Wealth Management, LLC
DECREASED24,06625,592-1,526-6%$1.2M$1.1M-$129.1K2026-11-02
Ndwm LLC
INCREASED23,48423,451+33+0%$1.1M$1.1M-$53.4K2026-11-05
Davenport & Co LLC
INCREASED23,37320,754+2,619+13%$990.2K$1.1M+$70.3K2026-10-14
Raab & Moskowitz Asset Management LLC
DECREASED23,15024,015-865-4%$1.1M$1.1M-$95.4K2026-11-02
Wiregrass Investment Management LLC
INCREASED22,80117,019+5,782+34%$812.0K$1.0M+$222.5K2026-11-05
MBL Wealth, LLC
UNCHANGED22,50022,50000%$1.1M$1.0M-$52.7K2026-10-22
Ridgecrest Wealth Partners, LLC
UNCHANGED22,03522,03500%$1.1M$999.7K-$51.6K2026-10-19
Chicago Partners Investment Group LLC
INCREASED21,74719,832+1,915+10%$973.4K$1.1M+$83.3K2026-10-27
Valeo Financial Advisors, LLC
DECREASED20,70922,991-2,282-10%$1.1M$939.6K-$157.3K2026-10-08
Code Waechter LLC
UNCHANGED20,51320,51300%$978.7K$930.7K-$48.0K2026-10-23
PFG Advisors
INCREASED20,24818,689+1,559+8%$891.6K$918.7K+$27.0K2026-10-16
Optima Capital LLC
DECREASED20,07528,087-8,012-29%$1.3M$910.8K-$429.2K2026-10-29
SAX Wealth Advisors, LLC
DECREASED19,94822,562-2,614-12%$1.0M$905.0K-$122.0K2026-10-13
Austin Wealth Management, LLC
INCREASED19,22916,589+2,640+16%$819.3K$880.5K+$61.2K2026-11-06
RDA Financial Network
DECREASED18,37619,127-751-4%$912.5K$833.7K-$78.8K2026-10-15
Mirae Asset Global Investments Co., Ltd.
DECREASED18,00030,000-12,000-40%$1.4M$816.7K-$614.6K2026-11-03
Financial Insights, Inc.
INCREASED18,00016,990+1,010+6%$810.6K$816.7K+$6.1K2026-10-27
Apella Capital, LLC
DECREASED17,93918,122-183-1%$879.8K$810.8K-$69.0K2026-10-08
Simon Quick Advisors, LLC
UNCHANGED17,70017,70000%$844.5K$803.1K-$41.4K2026-10-26
Kohmann Bosshard Financial Services, LLC
DECREASED17,68817,713-250%$845.1K$802.5K-$42.6K2026-11-04
Trilogy Capital Inc.
INCREASED17,52115,199+2,322+15%$725.2K$794.9K+$69.8K2026-10-20
TruNorth Capital Management, LLC
UNCHANGED17,47217,47200%$833.6K$792.7K-$40.9K2026-10-14
Independent Financial Group, LLC
INCREASED17,43317,321+112+1%$826.4K$790.9K-$35.4K2026-10-13
Leo Wealth, LLC
NEW17,305—+17,305——$785.1K—2026-10-26
Cambridge Advisors Inc.
DECREASED16,05617,256-1,200-7%$823.3K$728.5K-$94.8K2026-10-19
Walkner Condon Financial Advisors LLC
DECREASED16,03616,069-330%$766.7K$727.6K-$39.1K2026-11-02
Park Avenue Securities LLC
DECREASED15,53816,047-509-3%$766.0K$705-$765.3K2026-10-26
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED15,00015,00000%$715.6K$680.5K-$35.1K2026-10-29
Spire Wealth Management
INCREASED14,79112,863+1,928+15%$613.7K$671.1K+$57.3K2026-10-30
J.W. Cole Advisors, Inc.
INCREASED14,58514,264+321+2%$680.5K$661.7K-$18.8K2026-11-05
Selective Wealth Management, Inc.
DECREASED14,43715,711-1,274-8%$776.0K$676.7K-$99.3K2026-10-16
AlphaStar Capital Management, LLC
INCREASED14,02412,916+1,108+9%$616.2K$636.3K+$20.0K2026-10-16
FCG Investment Co
DECREASED13,82520,825-7,000-34%$993.6K$627.2K-$366.3K2026-10-13
Moors & Cabot, Inc.
NEW13,815—+13,815——$626.8K—2026-11-06
Atticus Wealth Management, LLC
DECREASED13,80720,732-6,925-33%$989.1K$626.4K-$362.7K2026-10-20
Virtue Capital Management, LLC
DECREASED13,01013,011-10%$620.7K$590.3K-$30.5K2026-10-29
Savant Capital, LLC
DECREASED12,77444,159-31,385-71%$2.1M$579.6K-$1.5M2026-11-06
Beacon Bank & Trust
DECREASED12,71213,737-1,025-7%$655.4K$576.7K-$78.6K2026-10-27
Elwood & Goetz Wealth Advisory Group, LLC
UNCHANGED12,33712,33700%$588.6K$559.7K-$28.9K2026-10-28
Kestra Private Wealth Services, LLC
INCREASED12,23111,849+382+3%$565.3K$554.9K-$10.4K2026-11-06
First Heartland Consultants, Inc.
INCREASED12,09312,075+18+0%$576.1K$548.7K-$27.4K2026-10-08
Harpswell Capital Advisors, LLC
DECREASED12,00016,000-4,000-25%$763.4K$544.4K-$218.9K2026-10-09
Kagan Cocozza Asset Management
DECREASED11,76522,296-10,531-47%$1.1M$533.8K-$530.0K2026-10-19
Sigma Planning Corp
INCREASED11,7608,714+3,046+35%$415.8K$533.5K+$117.8K2026-10-23
Ignite Planners, LLC
INCREASED11,58410,981+603+5%$523.9K$523.2K-$7152026-10-14
Focused Wealth Management, Inc
INCREASED11,58311,561+22+0%$551.6K$525.5K-$26.1K2026-10-30
TCP Asset Management, LLC
UNCHANGED11,39611,39600%$543.7K$517.3K-$26.4K2026-10-14
Essential Investment Partners LLC
NEW11,335—+11,335——$514.2K—2026-10-27
Howard Financial Services, Ltd.
UNCHANGED11,19411,19400%$534.0K$507.9K-$26.2K2026-10-15
Financial Guidance Group, Inc.
UNCHANGED11,10611,10600%$529.9K$503.9K-$26.0K2026-10-21
Brookstone Capital Management
INCREASED11,0329,979+1,053+11%$476.1K$500.5K+$24.4K2026-10-22
Wealth Alliance Advisory Group, LLC
UNCHANGED10,97210,97200%$523.5K$497.8K-$25.7K2026-10-14
Citigroup Inc
INCREASED10,8787,528+3,350+45%$359.2K$493.5K+$134.4K2026-11-04
Level Four Advisory Services, LLC
DECREASED10,86113,525-2,664-20%$645.3K$492.8K-$152.5K2026-11-06
High Net Worth Advisory Group LLC
INCREASED10,84810,017+831+8%$477.9K$492.2K+$14.3K2026-10-26
AlphaCore Capital LLC
INCREASED10,8398,425+2,414+29%$402.0K$491.8K+$89.8K2026-11-04
Eagle Global Advisors LLC
INCREASED10,82510,435+390+4%$497.9K$491.1K-$6.7K2026-11-02
GC Wealth Management RIA, LLC
DECREASED10,74610,919-173-2%$520.9K$487.5K-$33.4K2026-11-02
Albion Financial Group
DECREASED10,72225,474-14,752-58%$1.2M$486.4K-$728.9K2026-10-21
Cache Advisors, LLC
UNCHANGED10,67310,67300%$509.2K$484.2K-$25.0K2026-10-16
Syntax Research, Inc.
NEW10,670—+10,670——$484.1K—2026-11-04
Register Financial Advisors LLC
DECREASED10,58610,654-68-1%$508.3K$480.3K-$28.0K2026-10-23
Private Trust Co NA
DECREASED10,56711,888-1,321-11%$567.2K$479.4K-$87.8K2026-10-20
Balentine LLC
DECREASED10,48910,582-93-1%$504.9K$475.9K-$29.0K2026-11-03
SimpliFi, Inc.
INCREASED10,39410,280+114+1%$490.4K$471.6K-$18.9K2026-10-28
Entrewealth, LLC
INCREASED10,23610,235+1+0%$506.5K$464.4K-$42.1K2026-10-14
Larson Financial Group LLC
INCREASED10,09710,054+43+0%$479.7K$458.1K-$21.6K2026-11-05
Thrivent Financial for Lutherans
INCREASED9,9709,329+641+7%$445.0K$453-$444.5K2026-11-05
US Bancorp \de\
DECREASED9,8259,977-152-2%$476.0K$445.8K-$30.2K2026-11-05
Oakworth Capital, Inc.
INCREASED9,7878,787+1,000+11%$421.2K$444.0K+$22.9K2026-10-26
Intrua Financial, LLC
INCREASED9,6249,609+15+0%$458.4K$436.6K-$21.8K2026-10-28
Erickson Financial Group, LLC
INCREASED9,6139,523+90+1%$454.3K$436.1K-$18.2K2026-11-05
Oarsman Capital, Inc.
INCREASED9,4889,482+6+0%$452.4K$430.5K-$21.9K2026-11-05
Principle Wealth Partners LLC
UNCHANGED9,3159,31500%$444.4K$422.6K-$21.8K2026-11-02
Merit Financial Group, LLC
INCREASED9,2988,936+362+4%$426.4K$421.9K-$4.5K2026-11-06
Sage Advisory Services, Ltd.Co.
DECREASED9,1989,987-789-8%$476.0K$417.0K-$59.0K2026-10-29
Meriwether Wealth & Planning, LLC
DECREASED9,0019,221-220-2%$439.9K$408.4K-$31.6K2026-10-13
KW Wealth Management LLC
NEW8,850—+8,850——$401.5K—2026-10-28
Barry Investment Advisors, LLC
INCREASED8,7828,751+31+0%$417.5K$398.4K-$19.1K2026-10-14
Koshinski Asset Management, Inc.
INCREASED8,7328,660+72+1%$413.2K$396.2K-$17.0K2026-10-29
Diversified Enterprises, LLC
INCREASED8,5638,551+12+0%$408.0K$388.5K-$19.5K2026-10-19
Balefire, LLC
DECREASED8,18113,567-5,386-40%$647.3K$371.2K-$276.1K2026-10-09
Badgley Phelps Wealth Managers, LLC
UNCHANGED8,1328,13200%$388.0K$368.9K-$19.0K2026-10-22
Carroll Advisory Group, LLC
INCREASED8,0958,039+56+1%$383.5K$367.3K-$16.3K2026-10-16
Schear Investment Advisers, LLC
NEW8,008—+8,008——$363.3K—2026-10-14
Tempo Wealth, LLC
INCREASED8,0087,921+87+1%$377.9K$363.3K-$14.6K2026-10-14
Security National Bank
UNCHANGED7,9507,95000%$379.3K$360.7K-$18.6K2026-10-26
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
UNCHANGED7,8777,87700%$375.8K$357.4K-$18.4K2026-10-14
Cornerstone Wealth Management, LLC
INCREASED7,8576,698+1,159+17%$319.6K$356.5K+$36.9K2026-11-04
WealthPoint Financial, LLC
INCREASED7,7117,126+585+8%$340.0K$349.8K+$9.9K2026-11-03
NTV Asset Management LLC
UNCHANGED7,6357,63500%$364.3K$346.4K-$17.9K2026-10-23
Integrity Alliance, Llc.
DECREASED7,1247,138-140%$340.6K$323.2K-$17.3K2026-10-29
Investment Management Trust, LLC
INCREASED6,5236,451+72+1%$307.8K$295.9K-$11.8K2026-11-05
HB Wealth Management, LLC
INCREASED6,4476,347+100+2%$302.8K$292.5K-$10.3K2026-10-23
Symphony Financial, Ltd. Co.
INCREASED6,3525,316+1,036+19%$257.3K$290.5K+$33.2K2026-10-22
Laurel OAK Wealth Management, LLC
UNCHANGED6,1426,14200%$293.0K$278.7K-$14.4K2026-10-19
Capital Asset Advisory Services LLC
DECREASED6,1007,413-1,313-18%$353.7K$298.0K-$55.7K2026-10-30
Collaborative Wealth Managment Inc.
INCREASED6,0166,003+13+0%$286.4K$272.9K-$13.5K2026-11-06
Cap Partners, LLC
DECREASED5,9916,000-90%$286.3K$271.8K-$14.5K2026-10-19
Sowell Financial Services LLC
INCREASED5,9755,757+218+4%$274.6K$271.1K-$3.6K2026-10-23
Catalyst Financial Partners LLC
UNCHANGED5,8215,82100%$277.7K$264.1K-$13.6K2026-11-06
TD Waterhouse Canada Inc.
DECREASED5,7205,812-92-2%$278.7K$260.3K-$18.4K2026-10-16
Diversify Wealth Management, LLC
DECREASED5,6877,679-1,992-26%$383.1K$266.6K-$116.6K2026-10-20
Diversify Advisory Services, LLC
DECREASED5,6877,679-1,992-26%$383.1K$266.6K-$116.6K2026-10-20
WBH Advisory Inc
DECREASED5,5725,772-200-3%$275.4K$252.8K-$22.6K2026-11-05
UMB Bank, n.a.
DECREASED5,5005,750-250-4%$274.3K$249.5K-$24.8K2026-11-06
Facet Wealth, Inc.
INCREASED5,4904,394+1,096+25%$209.7K$249.1K+$39.4K2026-11-04
Vantage Investment Partners, LLC
INCREASED5,4815,365+116+2%$256.0K$248.7K-$7.3K2026-10-27
Gerber Kawasaki Wealth & Investment Management
DECREASED5,4415,443-20%$259.7K$246.9K-$12.8K2026-10-29
Brighton Jones LLC
DECREASED5,3115,320-90%$253.8K$241.0K-$12.9K2026-11-03
Integrated Advisors Network LLC
DECREASED5,0965,337-241-5%$254.6K$231.2K-$23.4K2026-10-20
Capital Investment Advisory Services, LLC
INCREASED5,0445,038+6+0%$240.3K$228.8K-$11.5K2026-10-30
Castle Rock Wealth Management, LLC
INCREASED5,0234,938+85+2%$236.7K$229.0K-$7.7K2026-10-09
International Assets Investment Management, LLC
DECREASED4,9556,040-1,085-18%$289.5K$225.4K-$64.1K2026-11-02
Accel Wealth Management
INCREASED4,9264,904+22+0%$234.0K$223.5K-$10.5K2026-10-13
Nilsine Partners, LLC
UNCHANGED4,9024,90200%$233.9K$222.4K-$11.5K2026-11-02
Amicus Financial Advisors, LLC
UNCHANGED4,7344,73400%$225.9K$214.8K-$11.1K2026-11-03
Brown Miller Wealth Management, LLC
UNCHANGED4,7124,71200%$224.8K$213.8K-$11.0K2026-11-02
Kellett Wealth Advisors, LLC
UNCHANGED4,6004,60000%$219.5K$208.7K-$10.8K2026-10-15
Woodmont Investment Counsel LLC
UNCHANGED4,5584,55800%$217.5K$206.8K-$10.7K2026-10-29
Portland Financial Advisors Inc
INCREASED4,4744,304+170+4%$205.3K$203.0K-$2.4K2026-10-26
Inscription Capital, LLC
INCREASED4,4684,218+250+6%$201.2K$202.7K+$1.5K2026-11-02
Kaizen Financial Strategies
INCREASED4,4674,431+36+1%$212.4K$202.7K-$9.7K2026-10-09
Cullen T Bankers, Inc.
INCREASED3,3332,581+752+29%$123.1K$151.2K+$28.1K2026-10-28
CX Institutional
DECREASED3,01226,004-22,992-88%$1.2K$137-$1.1K2026-10-02
Fairscale Capital, LLC
UNCHANGED2,9482,94800%$140.6K$144.6K+$4.0K2026-11-04
Nova Financial LLC
NEW2,799—+2,799——$127.0K—2026-11-04
Downshift Financial, LLC
UNCHANGED2,6342,63400%$125.7K$119.5K-$6.2K2026-10-13
Go Invest LLC
DECREASED2,6012,681-80-3%$127.9K$118.0K-$9.9K2026-10-09
EverSource Wealth Advisors, LLC
INCREASED2,5352,528+7+0%$120.6K$115.0K-$5.6K2026-11-04
Harbor Investment Advisory, LLC
UNCHANGED2,5092,50900%$119.7K$113.8K-$5.9K2026-10-13
Peterson Wealth Services
INCREASED2,4672,448+19+1%$116.8K$111.9K-$4.9K2026-10-26
Investment Research & Advisory Group, Inc.
UNCHANGED2,4072,40700%$114.8K$109.2K-$5.6K2026-10-19
North Star Investment Management Corp.
UNCHANGED2,3452,34500%$111.9K$106.4K-$5.5K2026-10-27
Jacobi Capital Management LLC
NEW2,315—+2,315——$105.0K—2026-11-05
Westside Investment Management, Inc.
UNCHANGED2,2002,20000%$105.0K$99.8K-$5.1K2026-11-02
Miller Global Investments, LLC
DECREASED2,0222,028-60%$96.8K$91.7K-$5.0K2026-10-02
Tsfg, LLC
UNCHANGED2,0002,00000%$95.0K$91-$94.9K2026-10-23
Mcdonald Partners LLC
UNCHANGED2,0002,00000%$95.4K$90.7K-$4.7K2026-11-03
IFP Advisors, Inc
INCREASED1,9631,931+32+2%$92.1K$89.1K-$3.1K2026-10-16
Lanark Financial, Inc.
INCREASED1,8621,855+7+0%$88.5K$84.5K-$4.0K2026-10-26
Rakuten Securities, Inc.
INCREASED1,80625+1,781+7124%$1.2K$81.9K+$80.7K2026-11-02
Cherry Tree Wealth Management, LLC
UNCHANGED1,6001,60000%$76.3K$72.6K-$3.7K2026-10-15
Triumph Capital Management
INCREASED1,3481,099+249+23%$52.4K$61.2K+$8.7K2026-10-14
Clearstead Trust, LLC
UNCHANGED1,3371,33700%$63.8K$60.7K-$3.1K2026-11-06
Trust Co of Vermont
UNCHANGED1,1601,16000%$55.3K$52.6K-$2.7K2026-10-21
Creative Financial Designs Inc
INCREASED1,124881+243+28%$42.0K$51.0K+$9.0K2026-11-04
Bullock Wealth Management Group
UNCHANGED1,0111,01100%$48.5K$46.0K-$2.5K2026-10-09
Access Investment Management LLC
UNCHANGED1,0001,00000%$47.7K$45.4K-$2.3K2026-10-23
Grey Ledge Advisors, LLC
INCREASED933926+7+1%$44.2K$42.3K-$1.8K2026-11-02
City Holding Co
DECREASED930953-23-2%$45.5K$42.2K-$3.3K2026-10-19
Pacific Center for Financial Services
UNCHANGED87587500%$41.7K$39.7K-$2.0K2026-10-15
Russell Investments Group, Ltd.
INCREASED847298+549+184%$14.2K$38.5K+$24.2K2026-11-06
10Elms LLP
UNCHANGED82082000%$39.1K$37.2K-$1.9K2026-11-06
Tompkins Financial Corp
UNCHANGED67567500%$32.2K$30.6K-$1.6K2026-10-05
Compass Financial Management LLC
INCREASED603597+6+1%$29.9K$27.4K-$2.6K2026-10-30
Valley National Advisers Inc
UNCHANGED57757700%$27.5K$26.2K-$1.3K2026-10-23
Pathway Financial Advisers, LLC
NEW536—+536——$24.3K—2026-10-27
Golden State Wealth Management, LLC
INCREASED531181+350+193%$8.6K$24.1K+$15.5K2026-11-02
Parallel Advisors, LLC
DECREASED523746-223-30%$35.6K$23.7K-$11.9K2026-11-03
Hickory Point Bank & Trust
UNCHANGED47547500%$22.7K$21.6K-$1.1K2026-10-01
Mainstream Capital Management LLC
NEW455—+455——$20.6K—2026-10-23
Farmers & Merchants Investments Inc
NEW440—+440——$20.0K—2026-10-22
LFA - Lugano Financial Advisors SA
INCREASED434139+295+212%$6.6K$19.7K+$13.1K2026-11-03
Y.D. More Investments Ltd
NEW430—+430——$19.5K—2026-11-02
Signaturefd, LLC
INCREASED429398+31+8%$19.0K$19.5K+$4612026-10-23
Blueline Advisors LLC
UNCHANGED42742700%$20.4K$19.4K-$1.0K2026-10-15
Gilpin Wealth Management, LLC
UNCHANGED40240200%$19.2K$18.2K-$9412026-10-09
Provenance Wealth Advisors, LLC
NEW400—+400——$18.1K—2026-10-30
Latitude Advisors, LLC
NEW399—+399——$18.1K—2026-10-27
Abound Wealth Management
DECREASED384390-6-2%$18.6K$17.4K-$1.2K2026-10-26
Independence Bank of Kentucky
UNCHANGED36836800%$17.6K$16.7K-$8612026-10-26
American Capital Advisory, LLC
UNCHANGED36636600%$17.5K$16.6K-$8562026-10-28
Nfsg Corp
DECREASED315496-181-36%$23.7K$14.3K-$9.4K2026-10-15
Ascentis Independent Advisors
NEW311—+311——$14.1K—2026-11-03
Beacon Investment Advisory Services, Inc.
UNCHANGED28528500%$13.6K$12.9K-$6672026-10-13
Foresight Capital Management Advisors, Inc.
NEW250—+250——$11.3K—2026-10-27
Lynch Asset Management, Inc.
UNCHANGED25025000%$11.9K$11.3K-$5852026-10-28
Cape Investment Advisory, Inc.
UNCHANGED24124100%$11.5K$10.9K-$5642026-10-13
Plante Moran Financial Advisors, LLC
UNCHANGED23923900%$11.4K$10.8K-$5602026-11-04
PayPay Securities Corp
NEW207—+207——$9.4K—2026-10-27
Gamma Investing LLC
UNCHANGED20020000%$9.5K$9.1K-$4682026-10-08
Key FInancial Inc
UNCHANGED20020000%$9.5K$9.1K-$4682026-11-02
Signature Resources Capital Management, LLC
UNCHANGED19519500%$9.3K$8.8K-$4562026-10-16
Quest 10 Wealth Builders, Inc.
INCREASED183180+3+2%$8.6K$8.3K-$2852026-11-02
CoreCap Advisors, LLC
DECREASED174175-1-1%$8.3K$7.9K-$4092026-10-08
Main Street Group, LTD
INCREASED125124+1+1%$5.9K$5.7K-$2272026-10-28
Lodestone Wealth Management LLC
UNCHANGED11611600%$5.5K$5.3K-$2712026-10-14
High Point Wealth Management, LLC
NEW115—+115——$5.2K—2026-11-05
Physician Wealth Advisors, Inc.
INCREASED108107+1+1%$5.1K$4.9K-$1972026-10-20
Clearstead Advisors, LLC
INCREASED9686+10+12%$4.1K$4.3K+$2532026-11-06
Markowski Investments
INCREASED8483+1+1%$4.0K$3.8K-$1522026-10-30
Sage Mountain Advisors LLC
UNCHANGED818100%$3.9K$3.7K-$1892026-11-02
Dhjj Financial Advisors, Ltd.
NEW75—+75——$3.4K—2026-10-23
Birch Financial Group, LLC
NEW62—+62——$2.8K—2026-10-27
Root Financial Partners, LLC
NEW62—+62——$2.8K—2026-10-21
Financial Freedom, LLC
NEW45—+45——$2.1K—2026-11-06
Parkside Financial Bank & Trust
NEW38—+38——$1.7K—2026-10-27
Strategic Advocates LLC
INCREASED3826+12+46%$1.2K$1.7K+$4842026-11-03
Planning Strategies Inc.
UNCHANGED343400%$1.6K$1.5K-$792026-10-02
Mountain Hill Investment Partners Corp.
UNCHANGED171700%$824$784-$402026-10-23
Townsend Asset Management Corp
UNCHANGED141400%$656$631-$252026-10-29
Realta Investment Advisors
INCREASED1211+1+9%$548$527-$212026-10-14
Blue Trust, Inc.
NEW2—+2——$102—2026-10-15
Concord Wealth Partners
UNCHANGED2200%$95$91-$42026-11-02
Valley Wealth Managers, Inc.
UNCHANGED1100%$56$53-$32026-10-09
Jefferies Financial Group Inc.
CLOSED0124,279-124,279-100%$5.9M$0-$5.9M2026-11-05
Dumont & Blake Investment Advisors LLC
CLOSED054,123-54,123-100%$2.6M$0-$2.6M2026-10-28
Uhlmann Price Securities, LLC
CLOSED021,268-21,268-100%$1.0M$0-$1.0M2026-11-03
Axxcess Wealth Management, LLC
CLOSED018,813-18,813-100%$897.6K$0-$897.6K2026-10-21
Heck Capital Advisors, LLC
CLOSED017,547-17,547-100%$837.2K$0-$837.2K2026-10-14
Advisor Resource Council
CLOSED013,217-13,217-100%$630.6K$0-$630.6K2026-11-05
Endeavor Private Wealth, Inc.
CLOSED09,800-9,800-100%$467.6K$0-$467.6K2026-11-05
Wealthcare Advisory Partners LLC
CLOSED09,028-9,028-100%$430.7K$0-$430.7K2026-10-21
Mission Wealth Management, LP
CLOSED05,187-5,187-100%$247.5K$0-$247.5K2026-10-15
Kingsbury Capital Investment Advisors LLC
CLOSED04,828-4,828-100%$230.3K$0-$230.3K2026-10-20
Grant Private Wealth Management Inc
CLOSED04,724-4,724-100%$225.4K$0-$225.4K2026-10-19
Oppenheimer Asset Management Inc.
CLOSED04,394-4,394-100%$209.6K$0-$209.6K2026-10-27
Mascagni Wealth Management, Inc.
CLOSED04,348-4,348-100%$207.4K$0-$207.4K2026-10-23
Dynamic Advisor Solutions LLC
CLOSED04,331-4,331-100%$206.6K$0-$206.6K2026-10-13
Oregon Pacific Wealth Management, LLC
CLOSED04,301-4,301-100%$205.2K$0-$205.2K2026-10-20
AdvisorNet Financial, Inc
CLOSED01,060-1,060-100%$50.6K$0-$50.6K2026-10-15
Rossby Financial, LCC
CLOSED01,019-1,019-100%$48.6K$0-$48.6K2026-11-05
New England Capital Financial Advisors LLC
CLOSED0931-931-100%$44.4K$0-$44.4K2026-11-03
NBT Bank, N.A.
CLOSED0880-880-100%$42.0K$0-$42.0K2026-10-21
Vermillion Wealth Management, Inc.
CLOSED0818-818-100%$39.0K$0-$39.0K2026-10-26
LifeSteps Financial, Inc.
CLOSED0384-384-100%$18.3K$0-$18.3K2026-10-15
GFS Advisors, LLC
CLOSED0150-150-100%$36.0M$0-$36.0M2026-11-03
Strengthening Families & Communities, LLC
CLOSED080-80-100%$3.8K$0-$3.8K2026-10-21
GHP Investment Advisors, Inc.
CLOSED017-17-100%$812$0-$8122026-10-15
Tucker Asset Management LLC
CLOSED06-6-100%$286$0-$2862026-10-29
Bank of America Corp
N/A—3,449,190-3,449,190-100%$164.6M———
Morgan Stanley
N/A—1,682,417-1,682,417-100%$80.3M———
Envestnet Asset Management Inc
N/A—790,973-790,973-100%$37.7M———
Wells Fargo & Company
N/A—705,786-705,786-100%$33.7M———
UBS Group AG
N/A—689,145-689,145-100%$32.9M———
Raymond James Financial Inc
N/A—532,010-532,010-100%$25.4M———
Royal Bank of Canada
N/A—515,233-515,233-100%$24.6M———
Alliancebernstein L.P.
N/A—467,508-467,508-100%$21.3M———
Osaic Holdings, Inc.
N/A—455,223-455,223-100%$21.7M———
Dakota Wealth Management
N/A—400,874-400,874-100%$19.1M———
Ameriprise Financial Inc
N/A—396,673-396,673-100%$18.9M———
Cetera Investment Advisers
N/A—396,211-396,211-100%$18.9M———
Focus Partners Wealth
N/A—320,224-320,224-100%$15.3M———
Financial Gravity Companies, Inc.
N/A—318,591-318,591-100%$15.2M———
Wealthfront Advisers LLC
N/A—311,737-311,737-100%$14.9M———
Advisors Capital Management, LLC
N/A—310,099-310,099-100%$14.8M———
Tidal Investments LLC
N/A—296,777-296,777-100%$14.2M———
JPMorgan Chase & Co
N/A—257,757-257,757-100%$12.5M———
Goldman Sachs Group Inc
N/A—256,501-256,501-100%$12.2M———
Janney Montgomery Scott LLC
N/A—246,515-246,515-100%$11.8M———
Qube Research & Technologies Ltd
N/A—235,511-235,511-100%$11.2M———
Vestmark Advisory Solutions, Inc.
N/A—232,596-232,596-100%$11.1M———
Stifel Financial Corp
N/A—193,151-193,151-100%$9.2M———
Elite Financial, Inc.
N/A—178,638-178,638-100%$8.5M———
Cercano Management LLC
N/A—174,939-174,939-100%$8.3M———
Waterloo Capital, L.P.
N/A—163,735-163,735-100%$7.8M———
Systematic Alpha Investments, LLC
N/A—147,601-147,601-100%$7.0M———
Northwestern Mutual Wealth Management Co
N/A—142,067-142,067-100%$6.8M———
BNP Paribas Financial Markets
N/A—128,722-128,722-100%$6.1M———
Curi Capital, LLC
N/A—124,700-124,700-100%$5.9M———
NewEdge Advisors, LLC
N/A—123,795-123,795-100%$5.9M———
AE Wealth Management LLC
N/A—123,255-123,255-100%$5.9M———
Waverly Advisors, LLC
N/A—107,764-107,764-100%$5.1M———
Private Advisor Group, LLC
N/A—96,404-96,404-100%$4.6M———
Jones Financial Companies Lllp
N/A—94,392-94,392-100%$4.6M———
Jump Financial, LLC
N/A—89,621-89,621-100%$4.3M———
Harbour Investments, Inc.
N/A—87,016-87,016-100%$4.2M———
HighTower Advisors, LLC
N/A—86,919-86,919-100%$4.1M———
Western Wealth Management, LLC
N/A—86,479-86,479-100%$4.1M———
Geneos Wealth Management Inc.
N/A—85,522-85,522-100%$4.1M———
Calton & Associates, Inc.
N/A—84,488-84,488-100%$4.0M———
MML Investors Services, LLC
N/A—79,526-79,526-100%$3.8M———
D. E. Shaw & Co., Inc.
N/A—78,337-78,337-100%$3.7M———
Rockefeller Capital Management L.P.
N/A—76,786-76,786-100%$3.7M———
White Pine Capital LLC
N/A—73,626-73,626-100%$3.5M———
HRT Financial LP
N/A—72,241-72,241-100%$3.4M———
Parallax Volatility Advisers, L.P.
N/A—71,455-71,455-100%$3.4M———
Mariner, LLC
N/A—71,254-71,254-100%$3.4M———
Gateway Wealth Partners, LLC
N/A—70,585-70,585-100%$3.4M———
Captrust Financial Advisors
N/A—66,108-66,108-100%$3.2M———
FMR LLC
N/A—64,910-64,910-100%$3.1M———
Tower Research Capital LLC (TRC)
N/A—64,660-64,660-100%$3.1M———
Financial Engines Advisors L.L.C.
N/A—64,425-64,425-100%$3.1M———
World Investment Advisors
N/A—63,863-63,863-100%$3.0M———
Trajan Wealth LLC
N/A—61,753-61,753-100%$2.9M———
Wealthspire Advisors, LLC
N/A—58,443-58,443-100%$2.8M———
Tudor Investment Corp ET AL
N/A—58,023-58,023-100%$2.8M———
V2 Financial group LLC
N/A—57,963-57,963-100%$2.8M———
Integrated Wealth Concepts LLC
N/A—55,078-55,078-100%$2.6M———
Arax Advisory Partners
N/A—54,945-54,945-100%$2.6M———
Pathstone Holdings, LLC
N/A—54,110-54,110-100%$2.6M———
IHT Wealth Management, LLC
N/A—53,999-53,999-100%$2.6M———
Sanctuary Advisors, LLC
N/A—52,220-52,220-100%$2.5M———
UBS Asset Management Americas LLC
N/A—52,103-52,103-100%$2.5M———
Texas Yale Capital Corp.
N/A—51,225-51,225-100%$2.4M———
State Street Corp
N/A—49,021-49,021-100%$2.3M———
Baird Financial Group, Inc.
N/A—48,758-48,758-100%$2.3M———
Aptus Capital Advisors, LLC
N/A—48,646-48,646-100%$2.3M———
Regal Investment Advisors LLC
N/A—48,396-48,396-100%$2.3M———
IFG Advisory, LLC
N/A—46,169-46,169-100%$2.2M———
Equitable Holdings, Inc.
N/A—43,608-43,608-100%$2.1M———
Renaissance Technologies LLC
N/A—42,500-42,500-100%$2.0M———
Great Valley Advisor Group, Inc.
N/A—39,519-39,519-100%$1.9M———
Gladstone Institutional Advisory LLC
N/A—36,808-36,808-100%$1.8M———
EP Wealth Advisors, LLC
N/A—36,761-36,761-100%$1.8M———
Guardian Wealth Advisors, LLC / NC
N/A—36,675-36,675-100%$1.7M———
MAI Capital Management
N/A—34,299-34,299-100%$1.6M———
Mercer Global Advisors Inc
N/A—33,632-33,632-100%$1.6M———
Mayflower Financial Advisors, LLC
N/A—33,470-33,470-100%$1.6M———
Tobias Financial Advisors, Inc.
N/A—32,479-32,479-100%$1.5M———
United Capital Financial Advisors, LLC
N/A—31,245-31,245-100%$1.5M———
Bank of Montreal
N/A—27,542-27,542-100%$1.3M———
QRG Capital Management, Inc.
N/A—27,083-27,083-100%$1.3M———
Kingsview Wealth Management, LLC
N/A—26,710-26,710-100%$1.3M———
Steward Partners Investment Advisory, LLC
N/A—26,516-26,516-100%$1.3M———
OneDigital Investment Advisors LLC
N/A—25,917-25,917-100%$1.2M———
&partners
N/A—25,687-25,687-100%$1.2M———
Beacon Pointe Advisors, LLC
N/A—25,369-25,369-100%$1.2M———
Two Sigma Securities, LLC
N/A—24,105-24,105-100%$1.2M———
Belpointe Asset Management LLC
N/A—22,099-22,099-100%$1.1M———
Stratos Wealth Partners, Ltd.
N/A—22,058-22,058-100%$1.1M———
Silver OAK Securities, Incorporated
N/A—20,704-20,704-100%$987.8K———
Kovack Advisors, Inc.
N/A—20,656-20,656-100%$989.8K———
Stephens Inc
N/A—20,630-20,630-100%$984.2K———
Ameritas Advisory Services, LLC
N/A—19,716-19,716-100%$940.7K———
Advisory Services Network, LLC
N/A—19,082-19,082-100%$910.4K———
Citadel Advisors LLC
N/A—18,690-18,690-100%$891.7K———
Sonoma Private Wealth LLC
N/A—18,645-18,645-100%$889.6K———
Main Street Financial Solutions, LLC
N/A—18,095-18,095-100%$863.3K———
Stokes Family Office, LLC
N/A—18,000-18,000-100%$858.8K———
Brown Advisory Inc
N/A—17,367-17,367-100%$828.6K———
CreativeOne Wealth, LLC
N/A—17,341-17,341-100%$827.3K———
HighPoint Advisor Group LLC
N/A—17,070-17,070-100%$814.4K———
Principal Securities, Inc.
N/A—16,862-16,862-100%$804.5K———
Foundations Investment Advisors, LLC
N/A—16,613-16,613-100%$792.6K———
NorthRock Partners, LLC
N/A—15,713-15,713-100%$749.7K———
First Manhattan Co. Llc.
N/A—15,300-15,300-100%$730.0K———
Peregrine Asset Advisers, Inc.
N/A—15,129-15,129-100%$721.8K———
Cerity Partners LLC
N/A—15,079-15,079-100%$719.4K———
OneAscent Financial Services LLC
N/A—14,923-14,923-100%$712.0K———
Centaurus Financial, Inc.
N/A—14,835-14,835-100%$708.0K———
Astoria Portfolio Advisors Llc.
N/A—14,384-14,384-100%$686.3K———
FLC Capital Advisors
N/A—14,232-14,232-100%$679.0K———
Savvy Advisors, Inc.
N/A—14,223-14,223-100%$678.6K———
BFC Planning, Inc.
N/A—14,031-14,031-100%$669.4K———
Arete Wealth Advisors, LLC
N/A—12,805-12,805-100%$610.9K———
Atlas Legacy Advisors, LLC
N/A—12,713-12,713-100%$606.5K———
WCG Wealth Advisors LLC
N/A—11,743-11,743-100%$560.3K———
Ameriflex Group, Inc.
N/A—11,590-11,590-100%$552.9K———
Red Wave Investments LLC
N/A—11,315-11,315-100%$539.8K———
Mission Creek Capital Partners, Inc.
N/A—11,129-11,129-100%$531.0K———
Bogart Wealth, LLC
N/A—11,073-11,073-100%$528.3K———
BlackRock, Inc.
N/A—10,843-10,843-100%$517.3K———
Cofg Advisors, LLC
N/A—10,697-10,697-100%$510.4K———
GTS Securities LLC
N/A—10,314-10,314-100%$492.1K———
XTX Topco Ltd
N/A—10,279-10,279-100%$490.4K———
Strategic Financial Concepts, LLC
N/A—10,079-10,079-100%$480.9K———
Bank of the Bluegrass & Trust Co.
N/A—10,052-10,052-100%$456.0K———
Parker Investment Management, LLC
N/A—10,038-10,038-100%$478.9K———
Sequoia Financial Advisors, LLC
N/A—9,973-9,973-100%$475.8K———
Johnson Wealth Management, LLC
N/A—9,920-9,920-100%$473.3K———
Tidemark, LLC
N/A—9,522-9,522-100%$454.3K———
Sovereign Financial Group, Inc.
N/A—9,256-9,256-100%$441.6K———
JT Stratford LLC
N/A—9,098-9,098-100%$434.1K———
Rollins Financial Advisors, LLC
N/A—9,043-9,043-100%$431.5K———
Navis Wealth Advisors, LLC
N/A—9,038-9,038-100%$431.2K———
Rothschild Investment LLC
N/A—8,804-8,804-100%$420.0K———
Modern Wealth Management, LLC
N/A—8,652-8,652-100%$412.8K———
Conservest Capital Advisors, Inc.
N/A—8,462-8,462-100%$403.7K———
Global Retirement Partners, LLC
N/A—8,367-8,367-100%$399.2K———
IFC Advisors LLC
N/A—8,115-8,115-100%$387.2K———
Insigneo Advisory Services, LLC
N/A—8,054-8,054-100%$384.3K———
Walter & Keenan Wealth Management LLC
N/A—7,797-7,797-100%$372.0K———
Arkadios Wealth Advisors
N/A—7,696-7,696-100%$367.2K———
Wealthspire Retirement, LLC
N/A—7,568-7,568-100%$361.0K———
IEQ Capital, LLC
N/A—7,445-7,445-100%$355.2K———
Boreal Capital Management LLC
N/A—7,200-7,200-100%$343.5K———
Continuum Advisory, LLC
N/A—7,168-7,168-100%$342.0K———
Norris Financial Group, LLC
N/A—7,118-7,118-100%$339.6K———
Freestone Capital Holdings, LLC
N/A—7,033-7,033-100%$335.5K———
Summit Financial, LLC
N/A—6,775-6,775-100%$323.2K———
Granite Bay Wealth Management, LLC
N/A—6,747-6,747-100%$322.0K———
Thompson David Blair
N/A—6,720-6,720-100%$320.6K———
Kintra Wealth, LLC
N/A—6,601-6,601-100%$332.7K———
Meeder Advisory Services, Inc.
N/A—6,581-6,581-100%$314.0K———
Crews Bank & Trust
N/A—6,525-6,525-100%$311.3K———
Northwest Bancshares, Inc.
N/A—6,448-6,448-100%$307.6K———
Perspective Wealth Advisors LLC
N/A—6,437-6,437-100%$307.1K———
Mutual Advisors, LLC
N/A—6,254-6,254-100%$298.4K———
Susquehanna International Group, LLP
N/A—6,223-6,223-100%$296.9K———
Frazier Financial Advisors, LLC
N/A—5,981-5,981-100%$285.4K———
Evercore Wealth Management, LLC
N/A—5,969-5,969-100%$284.8K———
Stonebridge Financial Group, LLC / MO
N/A—5,947-5,947-100%$283.7K———
Cloud Capital Management, LLC
N/A—5,783-5,783-100%$275.0K———
Bank of Nova Scotia
N/A—5,620-5,620-100%$268.1K———
Comprehensive Money Management Services LLC
N/A—5,515-5,515-100%$263.1K———
Cascade Financial Partners, LLC
N/A—5,484-5,484-100%$261.6K———
Coastal Bridge Advisors, LLC
N/A—5,464-5,464-100%$260.7K———
Oakmont Advisory Group, LLC
N/A—5,391-5,391-100%$257.2K———
O'shaughnessy Asset Management, LLC
N/A—5,375-5,375-100%$256.4K———
Cary Street Partners Financial LLC
N/A—5,363-5,363-100%$255.9K———
Huntington National Bank
N/A—5,275-5,275-100%$251.7K———
Abbot Financial Management, Inc.
N/A—5,150-5,150-100%$245.7K———
Perennial Investment Advisors, LLC
N/A—5,146-5,146-100%$245.5K———
Westbourne Investments, Inc.
N/A—5,095-5,095-100%$243.1K———
PFG Investments, LLC
N/A—5,063-5,063-100%$241.6K———
Betterment LLC
N/A—4,988-4,988-100%$238.0K———
Quantinno Capital Management LP
N/A—4,976-4,976-100%$237.4K———
Panoramic Investment Advisors, LLC
N/A—4,829-4,829-100%$230.4K———
KMT Wealth Management, LLC
N/A—4,828-4,828-100%$230.3K———
Caitlin John, LLC
N/A—4,806-4,806-100%$229.3K———
Fortis Capital Advisors, LLC
N/A—4,772-4,772-100%$227.7K———
Ameritas Investment Partners, Inc.
N/A—4,720-4,720-100%$225.2K———
Chancellor Financial Group WB LP
N/A—4,698-4,698-100%$224.1K———
Whittier Trust Co
N/A—4,617-4,617-100%$222.1K———
Azimuth Capital Investment Management LLC
N/A—4,575-4,575-100%$218.3K———
Capital Group Private Client Services, Inc.
N/A—4,534-4,534-100%$216.3K———
Beacon Bridge Wealth Partners, LLC
N/A—4,326-4,326-100%$206.4K———
IMA Advisory Services, Inc.
N/A—4,250-4,250-100%$202.8K———
Heritage Wealth Advisors
N/A—4,150-4,150-100%$198.0K———
Blair William & Co
N/A—3,433-3,433-100%$163.8K———
Migdal Insurance & Financial Holdings Ltd.
N/A—3,413-3,413-100%$162.8K———
Atlas Capital Advisors Inc.
N/A—3,207-3,207-100%$153.0K———
Colonial Trust Co / SC
N/A—3,124-3,124-100%$151.2K———
Rialto Wealth Management, LLC
N/A—2,314-2,314-100%$110.4K———
SouthState Bank Corp
N/A—2,000-2,000-100%$95.4K———
Capital Analysts, LLC
N/A—1,739-1,739-100%$83.0K———
Anchor Investment Management, LLC
N/A—1,500-1,500-100%$71.6K———
Turim 21 Investimentos Ltda.
N/A—1,375-1,375-100%$7.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,244-1,244-100%$59.4K———
Medallion Wealth Advisors, LLC
N/A—1,211-1,211-100%$57.8K———
Matrix Private Capital Group LLC
N/A—1,174-1,174-100%$56.0K———
Glen Eagle Advisors, LLC
N/A—1,150-1,150-100%$54.9K———
Elequin Capital, LP
N/A—1,139-1,139-100%$54.3K———
Copia Wealth Management
N/A—1,125-1,125-100%$53.7K———
Howe & Rusling Inc
N/A—1,100-1,100-100%$52.5K———
Highland Investment Advisors LLC
N/A—1,060-1,060-100%$50.6K———
Cbiz Investment Advisory Services, LLC
N/A—1,055-1,055-100%$48.0K———
Fourth Dimension Wealth, LLC
N/A—1,035-1,035-100%$49.4K———
Bellevue Asset Management, LLC
N/A—1,024-1,024-100%$48.9K———
SHP Wealth Management
N/A—1,000-1,000-100%$47.7K———
Federation des caisses Desjardins du Quebec
N/A—952-952-100%$45.4K———
Fiduciary Financial Advisors
N/A—944-944-100%$45.1K———
Atomic Invest LLC
N/A—920-920-100%$44.5K———
N.E.W. Advisory Services LLC
N/A—887-887-100%$42.3K———
Vanguard Advisers Inc
N/A—747-747-100%$35.6K———
Brown Brothers Harriman & Co
N/A—717-717-100%$34.2K———
Monetary Management Group Inc
N/A—600-600-100%$28.6K———
Hantz Financial Services, Inc.
N/A—571-571-100%$27.0K———
CVA Family Office, LLC
N/A—556-556-100%$26.5K———
Synergy Investment Management, LLC
N/A—487-487-100%$23.2K———
Regatta Research & Money Management
N/A—458-458-100%$21.8K———
TD Capital Management LLC
N/A—362-362-100%$17.3K———
Caldwell Sutter Capital, Inc.
N/A—343-343-100%$16.4K———
Private Wealth Asset Management, LLC
N/A—270-270-100%$12.9K———
Smartleaf Asset Management LLC
N/A—262-262-100%$12.7K———
SOA Wealth Advisors, Llc.
N/A—250-250-100%$11.9K———
Front Row Advisors LLC
N/A—200-200-100%$10.0K———
Strategic Wealth Partners, Ltd.
N/A—187-187-100%$8.9K———
Logan Capital Management Inc
N/A—181-181-100%$8.6K———
Basepoint Wealth LLC
N/A—164-164-100%$7.8K———
Basecamp Wealth Advisors LLC
N/A—148-148-100%$7.1K———
Transamerica Financial Advisors, LLC
N/A—146-146-100%$7.0K———
Colonial Trust Advisors
N/A—139-139-100%$6.6K———
Godfrey Financial Associates, Inc.
N/A—58-58-100%$2.8K———
Timbuktu Capital Management, LLC
N/A—45-45-100%$2.1K———
Ballast Advisors LLC
N/A—39-39-100%$1.8K———
HHM Wealth Advisors, LLC
N/A—23-23-100%$1.1K———
Crewe Advisors LLC
N/A—21-21-100%$1.0K———
Morse Asset Management, Inc
N/A—19-19-100%$929———
National Bank of Canada
N/A—12-12-100%$572———
Mcguire Capital Advisors Inc
N/A—10-10-100%$477———
Showing 553 of 553 institutions