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Sprott Physical Gold Trust (PHYS/U)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Central Trust Co
INCREASED
Shares6,498,300 from 5,891,785
Change+606,515 (+10%)
Value$203.2M (+$25.4M)
Filed 2026-11-05
Pekin Hardy Strauss, Inc.
DECREASED
Shares4,418,942 from 4,460,932
Change-41,990 (-1%)
Value$138.2M (+$3.6M)
Filed 2026-11-02
Imc-Chicago, LLC
INCREASED
Shares3,362,871 from 3,250,316
Change+112,555 (+3%)
Value$105.2M (+$7.1M)
Filed 2026-11-05
Evanson Financial, LLC
DECREASED
Shares3,314,044 from 3,598,792
Change-284,748 (-8%)
Value$103.6M (-$4.9M)
Filed 2026-10-23
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares3,195,303 from 3,116,362
Change+78,941 (+3%)
Value$99.9K (-$93.9M)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares2,690,629 from 2,315,840
Change+374,789 (+16%)
Value$84.1M (+$14.3M)
Filed 2026-11-06
Matauro, LLC
INCREASED
Shares2,174,512 from 2,119,854
Change+54,658 (+3%)
Value$68.0M (+$4.0M)
Filed 2026-11-03
Kestra Advisory Services, LLC
INCREASED
Shares2,107,253 from 1,980,953
Change+126,300 (+6%)
Value$65.9M (+$6.1M)
Filed 2026-11-02
Intesa Sanpaolo Wealth Management
INCREASED
Shares2,026,555 from 1,076,705
Change+949,850 (+88%)
Value$63.4M (+$30.9M)
Filed 2026-10-28
Forest Hill Capital, LLC
UNCHANGED
Shares1,448,500 from 1,448,500
Change0 (0%)
Value$45.3M (+$1.6M)
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares1,346,014 from 1,384,395
Change-38,381 (-3%)
Value$42.1M (+$322.7K)
Filed 2026-11-02
Capital Wealth Alliance, LLC
INCREASED
Shares982,615 from 967,562
Change+15,053 (+2%)
Value$30.7M (+$1.5M)
Filed 2026-10-20
Auxano Advisors, LLC
INCREASED
Shares937,035 from 929,843
Change+7,192 (+1%)
Value$29.3M (+$1.2M)
Filed 2026-11-06
TCP Asset Management, LLC
INCREASED
Shares776,853 from 751,464
Change+25,389 (+3%)
Value$24.2M (+$1.6M)
Filed 2026-10-14
Carota Wealth Management
INCREASED
Shares688,325 from 216,924
Change+471,401 (+217%)
Value$21.5M (+$15.0M)
Filed 2026-11-03
Cyndeo Wealth Partners, LLC
INCREASED
Shares659,619 from 583,054
Change+76,565 (+13%)
Value$20.6M (+$3.0M)
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares623,444 from 662,675
Change-39,231 (-6%)
Value$19.5M (-$1.1M)
Filed 2026-10-13
O'Brien Greene & Co. Inc
DECREASED
Shares574,326 from 591,138
Change-16,812 (-3%)
Value$18.0M (+$124.5K)
Filed 2026-11-05
Wealthcare Advisory Partners LLC
INCREASED
Shares559,996 from 545,634
Change+14,362 (+3%)
Value$17.5M (+$1.0M)
Filed 2026-10-21
Meixler Investment Management, Ltd.
DECREASED
Shares538,419 from 544,154
Change-5,735 (-1%)
Value$16.8M (+$419.2K)
Filed 2026-11-03
TD Waterhouse Canada Inc.
INCREASED
Shares533,875 from 497,860
Change+36,015 (+7%)
Value$16.8M (+$1.6M)
Filed 2026-10-16
Prospera Financial Services Inc
INCREASED
Shares503,772 from 472,542
Change+31,230 (+7%)
Value$14.8M (+$529.1K)
Filed 2026-11-04
BIP Wealth, LLC
DECREASED
Shares502,643 from 515,018
Change-12,375 (-2%)
Value$15.7M (+$179.6K)
Filed 2026-10-22
Essential Partners LLC
INCREASED
Shares468,199 from 435,188
Change+33,011 (+8%)
Value$14.6M (+$1.5M)
Filed 2026-10-14
Wealthcare Capital Management LLC
INCREASED
Shares459,324 from 455,668
Change+3,656 (+1%)
Value$14.4M (+$615.6K)
Filed 2026-10-21
Asset One Wealth Management LLC
INCREASED
Shares411,442 from 400,299
Change+11,143 (+3%)
Value$12.9M (+$628.7K)
Filed 2026-11-02
Hengehold Capital Management LLC
DECREASED
Shares401,038 from 434,486
Change-33,448 (-8%)
Value$12.5M (-$568.0K)
Filed 2026-10-16
Accordant Advisory Group Inc
INCREASED
Shares382,825 from 380,102
Change+2,723 (+1%)
Value$12.0M (+$503.3K)
Filed 2026-10-29
Guild Investment Management, Inc.
INCREASED
Shares378,495 from 367,845
Change+10,650 (+3%)
Value$11.8M (+$737.7K)
Filed 2026-11-03
Farther Finance Advisors, LLC
DECREASED
Shares359,695 from 382,275
Change-22,580 (-6%)
Value$11.2M (-$285.6K)
Filed 2026-10-08
Pacific Sage Partners, LLC
INCREASED
Shares336,668 from 330,230
Change+6,438 (+2%)
Value$10.5M (+$564.6K)
Filed 2026-10-21
TrustWell Financial Advisors, LLC
INCREASED
Shares330,436 from 325,214
Change+5,222 (+2%)
Value$10.3M (+$521.0K)
Filed 2026-10-15
Money Concepts Capital Corp
INCREASED
Shares305,879 from 269,765
Change+36,114 (+13%)
Value$9.6M (+$1.4M)
Filed 2026-11-06
Philadelphia Trust Co
INCREASED
Shares304,674 from 303,867
Change+807 (+0%)
Value$9.5K (-$9.2M)
Filed 2026-11-05
JP Wealth Management, Inc.
INCREASED
Shares300,228 from 298,830
Change+1,398 (+0%)
Value$9.4M (+$372.4K)
Filed 2026-10-07
Phraction Management LLC
UNCHANGED
Shares290,467 from 290,467
Change0 (0%)
Value$9.1M (+$319.5K)
Filed 2026-10-14
Walser Wealth Management Company, A Ltd Liability Co
INCREASED
Shares290,079 from 270,123
Change+19,956 (+7%)
Value$9.1M (+$921.2K)
Filed 2026-10-15
Biltmore Family Office, LLC
INCREASED
Shares256,740 from 251,740
Change+5,000 (+2%)
Value$8.0M (+$433.3K)
Filed 2026-11-03
Elevate Capital Advisors, LLC
INCREASED
Shares255,885 from 241,383
Change+14,502 (+6%)
Value$8.0M (+$719.0K)
Filed 2026-11-02
Hubbell Strickland Wealth Management, LLC
DECREASED
Shares250,439 from 252,812
Change-2,373 (-1%)
Value$7.8M (+$203.9K)
Filed 2026-10-29
Fulcrum Wealth Advisors, LLC
DECREASED
Shares248,927 from 249,961
Change-1,034 (0%)
Value$7.8M (+$242.6K)
Filed 2026-10-16
Camelot Technology Advisors, Inc.
INCREASED
Shares248,114 from 233,645
Change+14,469 (+6%)
Value$7.8M (+$709.5K)
Filed 2026-10-09
Alpha Advisors, LLC
INCREASED
Shares242,629 from 235,739
Change+6,890 (+3%)
Value$7.6M (+$474.8K)
Filed 2026-10-19
Parallel Advisors, LLC
INCREASED
Shares226,806 from 8,053
Change+218,753 (+2716%)
Value$7.1M (+$6.8M)
Filed 2026-11-03
Brookstone Capital Management
DECREASED
Shares223,737 from 233,940
Change-10,203 (-4%)
Value$7.0M (-$61.7K)
Filed 2026-10-22
PNC Financial Services Group, Inc.
INCREASED
Shares223,238 from 222,040
Change+1,198 (+1%)
Value$7.0M (+$281.7K)
Filed 2026-11-06
Latigo Investments, LLC
UNCHANGED
Shares214,134 from 214,134
Change0 (0%)
Value$6.7M (+$235.5K)
Filed 2026-10-29
Warwick Investment Management, Inc.
UNCHANGED
Shares209,390 from 209,390
Change0 (0%)
Value$6.5M (+$230.3K)
Filed 2026-10-19
KOM Wealth Management Group, LLC
INCREASED
Shares203,176 from 149,208
Change+53,968 (+36%)
Value$6.4M (+$1.9M)
Filed 2026-10-15
Creative Planning
INCREASED
Shares200,812 from 195,564
Change+5,248 (+3%)
Value$6.3M (+$379.2K)
Filed 2026-11-02
Certuity, LLC
UNCHANGED
Shares196,585 from 196,585
Change0 (0%)
Value$6.1M (+$216.2K)
Filed 2026-11-02
Macroview Investment Management LLC
DECREASED
Shares189,562 from 197,437
Change-7,875 (-4%)
Value$5.9M (-$29.1K)
Filed 2026-10-26
Chicago Capital, LLC
UNCHANGED
Shares186,978 from 186,978
Change0 (0%)
Value$5.8M (+$205.7K)
Filed 2026-10-13
Oppenheimer & Co Inc
DECREASED
Shares178,055 from 203,742
Change-25,687 (-13%)
Value$5.6M (-$579.1K)
Filed 2026-10-26
Lifetime Wealth Management P.C.
DECREASED
Shares172,516 from 189,860
Change-17,344 (-9%)
Value$5.4M (-$333.5K)
Filed 2026-10-29
Beaumont Financial Advisors, LLC
DECREASED
Shares171,981 from 175,936
Change-3,955 (-2%)
Value$5.4M (+$69.9K)
Filed 2026-10-22
Abacus Planning Group, Inc.
UNCHANGED
Shares170,885 from 170,885
Change0 (0%)
Value$5.3M (+$188.0K)
Filed 2026-11-02
Discipline Wealth Solutions, LLC
INCREASED
Shares166,890 from 46,145
Change+120,745 (+262%)
Value$5.2M (+$3.8M)
Filed 2026-10-14
Greenfield Seitz Capital Management, LLC
INCREASED
Shares154,007 from 150,673
Change+3,334 (+2%)
Value$4.8M (+$270.0K)
Filed 2026-10-29
Valued Retirements, Inc.
INCREASED
Shares151,969 from 147,619
Change+4,350 (+3%)
Value$4.8M (+$298.4K)
Filed 2026-11-06
Entruity Wealth, LLC
INCREASED
Shares148,045 from 142,351
Change+5,694 (+4%)
Value$4.6M (+$334.6K)
Filed 2026-11-06
Clearstead Advisors, LLC
UNCHANGED
Shares147,094 from 147,094
Change0 (0%)
Value$4.6M (+$161.8K)
Filed 2026-11-06
TMB Capital Partners, LLC
NEW
Shares142,864
Change+142,864
Value$4.5M
Filed 2026-10-20
Ascentis Independent Advisors
NEW
Shares142,592
Change+142,592
Value$4.5M
Filed 2026-11-03
Evergreen Capital Management LLC
DECREASED
Shares137,677 from 151,962
Change-14,285 (-9%)
Value$4.3M (-$279.5K)
Filed 2026-10-23
D.A. Davidson & Co.
INCREASED
Shares131,897 from 123,477
Change+8,420 (+7%)
Value$4.1M (+$399.1K)
Filed 2026-10-28
Quadrant Private Wealth Management, LLC
INCREASED
Shares119,406 from 115,564
Change+3,842 (+3%)
Value$3.7M (+$247.3K)
Filed 2026-11-04
Layline Advisors, LLC
INCREASED
Shares119,090 from 116,238
Change+2,852 (+2%)
Value$3.7M (+$217.0K)
Filed 2026-11-02
New Harbor Financial Group, LLC
DECREASED
Shares112,010 from 118,358
Change-6,348 (-5%)
Value$3.5M (-$68.3K)
Filed 2026-10-22
Virginia Estate & Retirement Planning Advisors Inc.
NEW
Shares110,317
Change+110,317
Value$3.5M
Filed 2026-10-14
Wakefield Asset Management Lllp
INCREASED
Shares106,961 from 78,938
Change+28,023 (+36%)
Value$3.3M (+$963.1K)
Filed 2026-11-05
Apella Capital, LLC
INCREASED
Shares101,878 from 99,674
Change+2,204 (+2%)
Value$3.2M (+$63.3K)
Filed 2026-10-08
Grand Central Investment Group
INCREASED
Shares101,482 from 100,422
Change+1,060 (+1%)
Value$3.2M (+$143.6K)
Filed 2026-11-02
EverSource Wealth Advisors, LLC
INCREASED
Shares97,727 from 82,485
Change+15,242 (+18%)
Value$3.1M (+$567.3K)
Filed 2026-11-04
E&G Advisors, LLC
DECREASED
Shares91,186 from 91,968
Change-782 (-1%)
Value$2.9M (+$76.7K)
Filed 2026-10-13
Private Client Services, LLC
INCREASED
Shares87,252 from 72,249
Change+15,003 (+21%)
Value$2.7M (+$548.6K)
Filed 2026-10-02
A. D. Beadell Investment Counsel, Inc.
INCREASED
Shares85,633 from 85,583
Change+50 (+0%)
Value$2.7K (+$95)
Filed 2026-10-14
Guardian Partners Inc.
UNCHANGED
Shares85,260 from 85,260
Change0 (0%)
Value$2.7M (+$93.8K)
Filed 2026-10-21
Connective Portfolio Management, LLC
UNCHANGED
Shares85,000 from 85,000
Change0 (0%)
Value$2.7M (+$88.8K)
Filed 2026-10-22
Quantum Financial Partners LLC
INCREASED
Shares81,941 from 66,364
Change+15,577 (+23%)
Value$2.6M (+$560.1K)
Filed 2026-10-19
Sentinel Pension Advisors, LLC
INCREASED
Shares77,886 from 76,300
Change+1,586 (+2%)
Value$2.4M (+$122.8K)
Filed 2026-11-02
Montis Financial, LLC
DECREASED
Shares76,755 from 83,305
Change-6,550 (-8%)
Value$2.4M (-$113.2K)
Filed 2026-11-04
Black Diamond Financial, LLC
INCREASED
Shares76,753 from 67,602
Change+9,151 (+14%)
Value$2.4M (+$360.5K)
Filed 2026-10-26
North Star Investment Management Corp.
UNCHANGED
Shares76,409 from 76,409
Change0 (0%)
Value$2.4M (+$84.0K)
Filed 2026-10-27
Moors & Cabot, Inc.
DECREASED
Shares75,809 from 77,969
Change-2,160 (-3%)
Value$2.4M (+$18.2K)
Filed 2026-11-06
HUB Investment Partners, LLC
DECREASED
Shares74,138 from 74,438
Change-300 (0%)
Value$2.3M (+$72.5K)
Filed 2026-11-03
J.W. Cole Advisors, Inc.
DECREASED
Shares71,991 from 73,906
Change-1,915 (-3%)
Value$2.3M (+$21.4K)
Filed 2026-11-05
Apollon Wealth Management, LLC
INCREASED
Shares70,909 from 68,265
Change+2,644 (+4%)
Value$2.2M (+$157.8K)
Filed 2026-10-23
Seros Financial, LLC
NEW
Shares70,025
Change+70,025
Value$2.2M
Filed 2026-10-21
Convergence Financial, LLC
INCREASED
Shares69,325 from 18,980
Change+50,345 (+265%)
Value$2.2M (+$1.6M)
Filed 2026-10-27
StoneX Group Inc.
DECREASED
Shares69,252 from 88,662
Change-19,410 (-22%)
Value$2.2M (-$602.4K)
Filed 2026-11-03
Concurrent Investment Advisors, LLC
INCREASED
Shares68,821 from 52,055
Change+16,766 (+32%)
Value$2.2M (+$581.5K)
Filed 2026-10-16
Ascentis Wealth Management, LLC
INCREASED
Shares67,566 from 65,635
Change+1,931 (+3%)
Value$2.1M (+$132.6K)
Filed 2026-11-03
Amitell Capital Pte Ltd
DECREASED
Shares66,190 from 132,379
Change-66,189 (-50%)
Value$2.1M (-$1.9M)
Filed 2026-11-02
G&S Capital LLC
INCREASED
Shares64,927 from 63,189
Change+1,738 (+3%)
Value$2.0M (+$123.9K)
Filed 2026-10-23
Larson Financial Group LLC
INCREASED
Shares63,366 from 55,308
Change+8,058 (+15%)
Value$2.0M (+$312.8K)
Filed 2026-11-05
Clifford Swan Investment Counsel LLC
INCREASED
Shares63,310 from 62,635
Change+675 (+1%)
Value$2.0M (+$90.0K)
Filed 2026-11-05
Kestra Private Wealth Services, LLC
DECREASED
Shares62,758 from 62,900
Change-142 (0%)
Value$2.0M (+$64.8K)
Filed 2026-11-06
Sumitomo Mitsui Trust Group, Inc.
INCREASED
Shares62,500 from 53,400
Change+9,100 (+17%)
Value$2.0M (+$343.3K)
Filed 2026-10-29
Sage Mountain Advisors LLC
UNCHANGED
Shares61,320 from 61,320
Change0 (0%)
Value$1.9M (+$67.5K)
Filed 2026-11-02
Keybank National Association
UNCHANGED
Shares61,127 from 61,127
Change0 (0%)
Value$1.9M (+$67.2K)
Filed 2026-11-04
Hurley Capital, LLC
INCREASED
Shares61,107 from 59,105
Change+2,002 (+3%)
Value$1.9M (+$127.6K)
Filed 2026-11-05
Hedges Asset Management LLC
UNCHANGED
Shares61,000 from 61,000
Change0 (0%)
Value$1.9M (+$67.1K)
Filed 2026-10-29
Banque Pictet & CIE SA
UNCHANGED
Shares60,182 from 60,182
Change0 (0%)
Value$1.9M (+$66.2K)
Filed 2026-10-16
Foster Dykema Cabot & Partners, LLC
DECREASED
Shares57,717 from 57,942
Change-225 (0%)
Value$1.8M (+$56.7K)
Filed 2026-10-30
Rossby Financial, LCC
DECREASED
Shares57,600 from 59,600
Change-2,000 (-3%)
Value$1.8M (+$3.0K)
Filed 2026-11-05
SMI Advisory Services, LLC
DECREASED
Shares56,714 from 71,925
Change-15,211 (-21%)
Value$1.8M (-$461.3K)
Filed 2026-10-13
NovaPoint Capital, LLC
DECREASED
Shares56,038 from 100,763
Change-44,725 (-44%)
Value$1.8M (-$1.3M)
Filed 2026-10-22
WIT Partners Advisory Pte. Ltd.
DECREASED
Shares55,887 from 1,401,170
Change-1,345,283 (-96%)
Value$1.7M (-$40.5M)
Filed 2026-10-16
Insight Wealth Partners, LLC
UNCHANGED
Shares54,476 from 54,476
Change0 (0%)
Value$1.7M (+$59.9K)
Filed 2026-10-26
Verity Asset Management, Inc.
DECREASED
Shares54,443 from 57,443
Change-3,000 (-5%)
Value$1.7M (-$30.6K)
Filed 2026-10-30
TruNorth Capital Management, LLC
UNCHANGED
Shares53,499 from 53,499
Change0 (0%)
Value$1.7M (+$58.8K)
Filed 2026-10-14
Rebalance, LLC
UNCHANGED
Shares52,268 from 52,268
Change0 (0%)
Value$1.6M (+$57.5K)
Filed 2026-10-22
Security National Bank
UNCHANGED
Shares52,038 from 52,038
Change0 (0%)
Value$1.6M (+$57.2K)
Filed 2026-10-26
Everest Financial Group LLC
NEW
Shares51,711
Change+51,711
Value$1.6M
Filed 2026-11-06
ADE, LLC
DECREASED
Shares51,463 from 52,213
Change-750 (-1%)
Value$1.6M (+$34.0K)
Filed 2026-10-29
Holos Integrated Wealth LLC
DECREASED
Shares50,704 from 57,544
Change-6,840 (-12%)
Value$1.6M (-$198.9K)
Filed 2026-10-23
SeaCrest Wealth Management, LLC
INCREASED
Shares50,679 from 49,691
Change+988 (+2%)
Value$1.6M (+$85.6K)
Filed 2026-10-21
IFP Advisors, Inc
INCREASED
Shares48,825 from 45,615
Change+3,210 (+7%)
Value$1.5M (+$150.6K)
Filed 2026-10-16
PKS Advisory Services, LLC
UNCHANGED
Shares48,777 from 48,777
Change0 (0%)
Value$1.5M ($0)
Filed 2026-10-26
Bailard, Inc.
DECREASED
Shares48,484 from 97,366
Change-48,882 (-50%)
Value$1.5M (-$1.4M)
Filed 2026-10-13
Euro Pacific Asset Management, LLC
INCREASED
Shares47,495 from 46,655
Change+840 (+2%)
Value$1.5M (+$1.5M)
Filed 2026-11-03
180 Wealth Advisors, LLC
INCREASED
Shares47,406 from 40,396
Change+7,010 (+17%)
Value$1.5M (+$263.7K)
Filed 2026-11-03
Blueprint Financial Advisors LLC
DECREASED
Shares47,340 from 54,593
Change-7,253 (-13%)
Value$1.5M (-$166.8K)
Filed 2026-10-28
Blueprint Investment Partners LLC
DECREASED
Shares47,340 from 54,593
Change-7,253 (-13%)
Value$1.5M (-$166.8K)
Filed 2026-10-28
Baker Avenue Asset Management, LP
DECREASED
Shares47,250 from 53,158
Change-5,908 (-11%)
Value$1.5M (-$126.3K)
Filed 2026-11-06
Cypress Wealth Services, LLC
INCREASED
Shares44,959 from 44,931
Change+28 (+0%)
Value$1.4M (+$57.5K)
Filed 2026-10-21
Wedmont Private Capital
INCREASED
Shares44,199 from 37,846
Change+6,353 (+17%)
Value$1.4M (+$206.2K)
Filed 2026-10-09
Columbia Advisory Partners LLC
INCREASED
Shares43,414 from 36,229
Change+7,185 (+20%)
Value$1.4M (+$264.5K)
Filed 2026-10-15
LVM Capital Management LTD
UNCHANGED
Shares43,325 from 43,325
Change0 (0%)
Value$1.4M (+$1.4M)
Filed 2026-10-20
Intrua Financial, LLC
INCREASED
Shares42,396 from 26,713
Change+15,683 (+59%)
Value$1.3M (+$519.8K)
Filed 2026-10-28
VestGen Advisors, LLC
INCREASED
Shares41,274 from 40,662
Change+612 (+2%)
Value$1.3M (+$63.9K)
Filed 2026-10-27
Flynn Zito Capital Management, LLC
UNCHANGED
Shares40,841 from 40,841
Change0 (0%)
Value$1.3M (+$44.9K)
Filed 2026-11-04
Islay Capital Management, LLC
UNCHANGED
Shares40,161 from 40,161
Change0 (0%)
Value$1.3M (+$44.2K)
Filed 2026-10-20
Arnhold LLC
UNCHANGED
Shares39,736 from 39,736
Change0 (0%)
Value$1.2M (+$43.7K)
Filed 2026-10-26
Diesslin Group, Inc.
UNCHANGED
Shares39,596 from 39,596
Change0 (0%)
Value$1.2M (+$43.6K)
Filed 2026-10-14
Beutel, Goodman & Co Ltd.
UNCHANGED
Shares39,500 from 39,500
Change0 (0%)
Value$1.2K (-$1.2M)
Filed 2026-11-04
Beam Wealth Advisors, Inc.
INCREASED
Shares38,714 from 38,158
Change+556 (+1%)
Value$1.2M (+$59.4K)
Filed 2026-11-03
Park Avenue Securities LLC
INCREASED
Shares38,490 from 36,285
Change+2,205 (+6%)
Value$1.2K (-$1.1M)
Filed 2026-10-26
Avidian Wealth Enterprises, LLC
INCREASED
Shares37,889 from 31,899
Change+5,990 (+19%)
Value$1.2M (+$222.4K)
Filed 2026-10-08
Compass Financial Management LLC
DECREASED
Shares37,588 from 37,628
Change-40 (0%)
Value$1.2M (+$14.2K)
Filed 2026-10-30
Lido Advisors, LLC
NEW
Shares37,321
Change+37,321
Value$1.2M
Filed 2026-11-04
Crown Wealth Group, LLC
DECREASED
Shares34,276 from 35,982
Change-1,706 (-5%)
Value$1.1M (-$13.8K)
Filed 2026-10-19
LFA - Lugano Financial Advisors SA
INCREASED
Shares33,550 from 18,000
Change+15,550 (+86%)
Value$1.0M (+$503.9K)
Filed 2026-11-03
Simplicity Wealth,LLC
DECREASED
Shares33,518 from 34,877
Change-1,359 (-4%)
Value$1.0M (-$4.1K)
Filed 2026-10-23
Merit Financial Group, LLC
INCREASED
Shares33,445 from 31,113
Change+2,332 (+8%)
Value$1.0M (+$107.1K)
Filed 2026-11-06
Truist Financial Corp
DECREASED
Shares32,604 from 38,523
Change-5,919 (-15%)
Value$1.0M (-$142.7K)
Filed 2026-10-30
AdvisorNet Financial, Inc
INCREASED
Shares32,128 from 31,489
Change+639 (+2%)
Value$994.7K (+$44.7K)
Filed 2026-10-15
Galvin, Gaustad & Stein, LLC
UNCHANGED
Shares32,043 from 32,043
Change0 (0%)
Value$1.0M (+$35.2K)
Filed 2026-10-08
Insight Advisors, LLC/ PA
DECREASED
Shares31,802 from 32,674
Change-872 (-3%)
Value$994.4K (+$8.7K)
Filed 2026-10-22
Allworth Financial LP
INCREASED
Shares30,638 from 16,153
Change+14,485 (+90%)
Value$924.3K (+$437.0K)
Filed 2026-11-06
Magnus Financial Group LLC
UNCHANGED
Shares30,261 from 30,261
Change0 (0%)
Value$946.3K (+$33.3K)
Filed 2026-10-21
Latitude Advisors, LLC
UNCHANGED
Shares30,215 from 30,215
Change0 (0%)
Value$944.8K (+$33.2K)
Filed 2026-10-27
Surience Private Wealth LLC
INCREASED
Shares29,893 from 27,882
Change+2,011 (+7%)
Value$934.8K (+$93.6K)
Filed 2026-10-16
Kavar Capital Partners Group, LLC
UNCHANGED
Shares29,600 from 29,600
Change0 (0%)
Value$925.6K (+$32.6K)
Filed 2026-11-06
Sowell Financial Services LLC
DECREASED
Shares29,139 from 32,980
Change-3,841 (-12%)
Value$911.2K (-$83.8K)
Filed 2026-10-23
Pettinga Financial Advisors LLC
DECREASED
Shares29,025 from 30,007
Change-982 (-3%)
Value$907.6K (+$2.3K)
Filed 2026-10-13
MGO One Seven LLC
INCREASED
Shares28,834 from 22,547
Change+6,287 (+28%)
Value$901.6K (+$221.4K)
Filed 2026-10-28
Ashton Thomas Private Wealth, LLC
INCREASED
Shares28,344 from 22,357
Change+5,987 (+27%)
Value$886.3K (+$211.8K)
Filed 2026-11-03
Fisher Asset Management, LLC
DECREASED
Shares27,997 from 31,808
Change-3,811 (-12%)
Value$875.5K (-$84.2K)
Filed 2026-11-06
BCS Wealth Management
DECREASED
Shares27,729 from 28,115
Change-386 (-1%)
Value$867.1K (+$18.9K)
Filed 2026-11-03
SP Asset Management LLC
NEW
Shares27,500
Change+27,500
Value$859.9K
Filed 2026-11-05
IPG Investment Advisors LLC
UNCHANGED
Shares27,064 from 27,064
Change0 (0%)
Value$846.3K (+$29.8K)
Filed 2026-10-30
Bank of New York Mellon Corp
INCREASED
Shares26,547 from 26,284
Change+263 (+1%)
Value$830.1K (+$37.1K)
Filed 2026-11-05
Integrity Alliance, Llc.
INCREASED
Shares26,177 from 10,639
Change+15,538 (+146%)
Value$818.6K (+$497.6K)
Filed 2026-10-29
Davenport & Co LLC
DECREASED
Shares25,662 from 79,264
Change-53,602 (-68%)
Value$802.5K (-$1.6M)
Filed 2026-10-14
Millennium Capital Advisors, LLC
DECREASED
Shares24,988 from 26,988
Change-2,000 (-7%)
Value$781.4K (-$32.9K)
Filed 2026-10-16
Community Bank, N.A.
UNCHANGED
Shares24,654 from 24,654
Change0 (0%)
Value$770.9K (+$27.4K)
Filed 2026-11-06
Wedbush Securities Inc
DECREASED
Shares24,477 from 29,402
Change-4,925 (-17%)
Value$765 (-$886.2K)
Filed 2026-10-22
J2 Capital Management Inc
INCREASED
Shares24,335 from 24,307
Change+28 (+0%)
Value$761.0K (+$27.6K)
Filed 2026-10-19
Integrated Advisors Network LLC
DECREASED
Shares23,900 from 28,446
Change-4,546 (-16%)
Value$747.3K (-$110.9K)
Filed 2026-10-20
Independent Financial Group, LLC
INCREASED
Shares23,886 from 19,275
Change+4,611 (+24%)
Value$746.9K (+$165.4K)
Filed 2026-10-13
Fortitude Advisory Group L.L.C.
DECREASED
Shares23,238 from 25,156
Change-1,918 (-8%)
Value$726.7K (-$32.3K)
Filed 2026-10-15
Vise Technologies, Inc.
DECREASED
Shares22,682 from 99,308
Change-76,626 (-77%)
Value$709.3K (-$2.3M)
Filed 2026-10-29
Straight Path Wealth Management
INCREASED
Shares22,050 from 21,050
Change+1,000 (+5%)
Value$689.5K (+$54.4K)
Filed 2026-10-23
Peak Financial Management, Inc.
UNCHANGED
Shares22,000 from 22,000
Change0 (0%)
Value$687.9K (+$24.2K)
Filed 2026-10-16
Spectrum Advisors, Inc.
UNCHANGED
Shares21,950 from 21,950
Change0 (0%)
Value$686.4K (+$24.1K)
Filed 2026-11-03
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares21,910 from 22,702
Change-792 (-3%)
Value$685.1K (+$206)
Filed 2026-10-22
Cobblestone Asset Management LLC
DECREASED
Shares21,474 from 21,845
Change-371 (-2%)
Value$671.5K (+$12.4K)
Filed 2026-10-13
S.A. Mason LLC
DECREASED
Shares21,082 from 22,082
Change-1,000 (-5%)
Value$659.2K (-$7.0K)
Filed 2026-10-13
Bokf, NA
UNCHANGED
Shares20,666 from 20,666
Change0 (0%)
Value$646.2K (+$22.7K)
Filed 2026-10-27
LexAurum Advisors, LLC
DECREASED
Shares20,106 from 170,117
Change-150,011 (-88%)
Value$628.7K (-$4.5M)
Filed 2026-10-19
Orgel Wealth Management, LLC
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$625.4K (+$22.0K)
Filed 2026-10-14
Welch & Forbes LLC
UNCHANGED
Shares19,550 from 19,550
Change0 (0%)
Value$611.3K (+$21.5K)
Filed 2026-11-04
Nadler Financial Group, Inc.
UNCHANGED
Shares18,795 from 18,795
Change0 (0%)
Value$587.7K (+$20.7K)
Filed 2026-10-23
Fifth Third Bancorp
UNCHANGED
Shares18,710 from 18,710
Change0 (0%)
Value$585.1K (+$20.6K)
Filed 2026-11-05
Lineweaver Wealth Advisors, LLC
UNCHANGED
Shares18,615 from 18,615
Change0 (0%)
Value$582.1K (+$20.5K)
Filed 2026-10-13
Perigon Wealth Management, LLC
UNCHANGED
Shares18,383 from 18,383
Change0 (0%)
Value$574.8K (+$20.2K)
Filed 2026-10-22
MKT Advisors LLC
UNCHANGED
Shares18,350 from 18,350
Change0 (0%)
Value$572.5K (+$3.5K)
Filed 2026-10-20
Beacon Financial Group
UNCHANGED
Shares18,040 from 18,040
Change0 (0%)
Value$564.1K (+$19.8K)
Filed 2026-10-19
Harmony Asset Management LLC
INCREASED
Shares17,671 from 11,579
Change+6,092 (+53%)
Value$552.6K (+$203.2K)
Filed 2026-10-20
Armstrong Advisory Group, Inc
UNCHANGED
Shares17,591 from 17,591
Change0 (0%)
Value$550.1K (+$19.4K)
Filed 2026-10-09
Tectonic Advisors LLC
DECREASED
Shares17,352 from 18,625
Change-1,273 (-7%)
Value$542.6K (-$19.3K)
Filed 2026-10-22
Founders Financial Securities LLC
INCREASED
Shares17,204 from 17,163
Change+41 (+0%)
Value$538.0K (+$20.2K)
Filed 2026-10-28
Arcadia Wealth Management, LLC
UNCHANGED
Shares17,154 from 17,154
Change0 (0%)
Value$536.4K (+$18.9K)
Filed 2026-10-22
Apollon Financial, LLC
UNCHANGED
Shares16,963 from 16,963
Change0 (0%)
Value$530.4K (+$18.7K)
Filed 2026-10-23
SpringVest Wealth Management LLC
INCREASED
Shares16,929 from 16,814
Change+115 (+1%)
Value$529.4K (+$22.1K)
Filed 2026-10-27
Rockport Wealth LLC
INCREASED
Shares16,765 from 15,615
Change+1,150 (+7%)
Value$524.2K (+$53.1K)
Filed 2026-11-03
Capital Investment Advisors, LLC
UNCHANGED
Shares16,270 from 16,270
Change0 (0%)
Value$508.8K (+$17.9K)
Filed 2026-10-22
Veracity Capital LLC
INCREASED
Shares16,150 from 16,086
Change+64 (+0%)
Value$505.0K (+$19.7K)
Filed 2026-10-08
Prime Capital Investment Advisors, LLC
INCREASED
Shares15,937 from 7,487
Change+8,450 (+113%)
Value$498.4K (+$272.5K)
Filed 2026-10-20
Invariant Investment Management
UNCHANGED
Shares15,875 from 15,875
Change0 (0%)
Value$495.5K (-$3.2K)
Filed 2026-10-08
apricus wealth, LLC
UNCHANGED
Shares15,700 from 15,700
Change0 (0%)
Value$490.9K (+$17.3K)
Filed 2026-10-26
Cannon Financial Strategists, Inc.
UNCHANGED
Shares15,327 from 15,327
Change0 (0%)
Value$479.3K (+$16.9K)
Filed 2026-10-19
Financial Enhancement Group LLC
DECREASED
Shares15,140 from 15,191
Change-51 (0%)
Value$468.7K (+$10.4K)
Filed 2026-10-08
Family Capital Trust Co
UNCHANGED
Shares15,030 from 15,030
Change0 (0%)
Value$470.0K (+$16.7K)
Filed 2026-10-22
Focus Financial Network, Inc.
INCREASED
Shares15,000 from 14,891
Change+109 (+1%)
Value$469.1K (+$19.8K)
Filed 2026-10-14
Signaturefd, LLC
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$469.1K (+$16.5K)
Filed 2026-10-23
Synergy Asset Management, LLC
DECREASED
Shares14,995 from 15,670
Change-675 (-4%)
Value$468.9K (-$3.9K)
Filed 2026-11-05
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED
Shares14,850 from 14,850
Change0 (0%)
Value$466.6K (+$16.5K)
Filed 2026-10-29
Clay Northam Wealth Management, LLC
NEW
Shares14,643
Change+14,643
Value$457.9K
Filed 2026-10-13
Breakwater Capital Group
NEW
Shares14,566
Change+14,566
Value$455.5K
Filed 2026-10-09
Baker Ellis Asset Management LLC
DECREASED
Shares14,500 from 15,000
Change-500 (-3%)
Value$453.4K (+$865)
Filed 2026-10-14
Burton Enright Welch
UNCHANGED
Shares14,071 from 14,071
Change0 (0%)
Value$440.0K (+$15.5K)
Filed 2026-11-04
Sapient Capital LLC
UNCHANGED
Shares13,889 from 13,889
Change0 (0%)
Value$434.3K (+$15.3K)
Filed 2026-10-08
Uhlmann Price Securities, LLC
UNCHANGED
Shares13,881 from 13,881
Change0 (0%)
Value$434.1K (+$15.3K)
Filed 2026-11-03
Koshinski Asset Management, Inc.
INCREASED
Shares13,864 from 13,764
Change+100 (+1%)
Value$433.5K (+$18.3K)
Filed 2026-10-29
Savant Capital, LLC
DECREASED
Shares13,746 from 20,296
Change-6,550 (-32%)
Value$429.9K (-$225.3K)
Filed 2026-11-06
Wealth Alliance Advisory Group, LLC
UNCHANGED
Shares13,289 from 13,289
Change0 (0%)
Value$415.5K (+$14.6K)
Filed 2026-10-14
RIA Advisory Group LLC
DECREASED
Shares13,240 from 24,261
Change-11,021 (-45%)
Value$414.0K (-$317.9K)
Filed 2026-10-15
KCM Investment Advisors LLC
NEW
Shares13,118
Change+13,118
Value$410.2K
Filed 2026-10-27
Soltis Investment Advisors LLC
DECREASED
Shares12,654 from 13,430
Change-776 (-6%)
Value$395.7K (-$9.5K)
Filed 2026-10-28
AlphaStar Capital Management, LLC
DECREASED
Shares12,625 from 14,892
Change-2,267 (-15%)
Value$394.8K (-$54.5K)
Filed 2026-10-16
Nations Financial Group Inc,
UNCHANGED
Shares12,519 from 12,519
Change0 (0%)
Value$391.5K (+$13.8K)
Filed 2026-11-05
Hoey Investments, Inc
INCREASED
Shares12,500 from 11,000
Change+1,500 (+14%)
Value$390.9K (+$59.0K)
Filed 2026-10-29
Oliver Luxxe Assets LLC
UNCHANGED
Shares12,495 from 12,495
Change0 (0%)
Value$390.7K (+$13.7K)
Filed 2026-10-14
55 North Private Wealth, LLC
UNCHANGED
Shares12,262 from 12,262
Change0 (0%)
Value$383.4K (+$13.5K)
Filed 2026-10-20
CWA Asset Management Group, LLC
UNCHANGED
Shares12,087 from 12,087
Change0 (0%)
Value$378.0K (+$13.3K)
Filed 2026-10-19
Capital Asset Advisory Services LLC
UNCHANGED
Shares11,621 from 11,621
Change0 (0%)
Value$353.2K (+$2.6K)
Filed 2026-10-30
Clear Harbor Asset Management, LLC
INCREASED
Shares11,619 from 9,119
Change+2,500 (+27%)
Value$363.3K (+$88.2K)
Filed 2026-11-05
Forza Wealth Management, LLC
UNCHANGED
Shares11,613 from 11,613
Change0 (0%)
Value$363.1K (+$12.8K)
Filed 2026-10-20
Diligent Investors, LLC
INCREASED
Shares11,485 from 10,485
Change+1,000 (+10%)
Value$359.1K (+$42.8K)
Filed 2026-10-21
Atria Investments, Inc
DECREASED
Shares11,445 from 12,254
Change-809 (-7%)
Value$357.9K (-$11.8K)
Filed 2026-10-15
HBK Sorce Advisory LLC
DECREASED
Shares10,986 from 12,273
Change-1,287 (-10%)
Value$339.9K (-$54.4K)
Filed 2026-11-06
B. Riley Wealth Advisors, Inc.
INCREASED
Shares10,948 from 10,458
Change+490 (+5%)
Value$342.3K (+$25.8K)
Filed 2026-10-13
Princeton Global Asset Management LLC
UNCHANGED
Shares10,800 from 10,800
Change0 (0%)
Value$337.7K (+$11.9K)
Filed 2026-10-21
Stillwater Wealth Management Group
UNCHANGED
Shares10,800 from 10,800
Change0 (0%)
Value$337.7K (+$11.9K)
Filed 2026-10-21
Modera Wealth Management, LLC
UNCHANGED
Shares10,776 from 10,776
Change0 (0%)
Value$337.0K (+$11.9K)
Filed 2026-10-28
Beacon Financial Advisory LLC
DECREASED
Shares10,751 from 11,027
Change-276 (-2%)
Value$336.2K (+$3.5K)
Filed 2026-10-16
Almanack Investment Partners, Llc.
UNCHANGED
Shares10,594 from 10,594
Change0 (0%)
Value$331.3K (+$11.7K)
Filed 2026-11-03
WealthBridge Capital Management, LLC
INCREASED
Shares10,479 from 10,297
Change+182 (+2%)
Value$327.7K (+$17.0K)
Filed 2026-10-16
International Assets Investment Management, LLC
INCREASED
Shares10,300 from 9,716
Change+584 (+6%)
Value$323.8K (+$28.8K)
Filed 2026-11-02
Investment Partners Asset Management, Inc.
UNCHANGED
Shares10,254 from 10,254
Change0 (0%)
Value$320.6K (+$11.3K)
Filed 2026-10-09
Capital City Trust Co
UNCHANGED
Shares10,250 from 10,250
Change0 (0%)
Value$320.5K (+$11.3K)
Filed 2026-10-22
Carnegie Lake Advisors LLC
UNCHANGED
Shares10,200 from 10,200
Change0 (0%)
Value$319.0K (+$11.2K)
Filed 2026-11-06
Secure Asset Management, LLC
UNCHANGED
Shares10,167 from 10,167
Change0 (0%)
Value$317.9K (+$11.2K)
Filed 2026-10-19
Littlejohn Financial Services, Inc.
DECREASED
Shares10,000 from 21,060
Change-11,060 (-53%)
Value$312.7K (-$322.7K)
Filed 2026-11-06
Clientfirst Wealth Management, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$312.7K (+$11.0K)
Filed 2026-11-04
Investors Asset Management of Georgia Inc
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$312.7K (+$11.0K)
Filed 2026-10-20
Mendota Financial Group, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$312.7K (+$11.0K)
Filed 2026-10-07
O'Domhnaill Enterprises, Inc.
NEW
Shares9,954
Change+9,954
Value$311.3K
Filed 2026-10-29
Wealth Dimensions Group, Ltd.
UNCHANGED
Shares9,500 from 9,500
Change0 (0%)
Value$297.1K (+$10.5K)
Filed 2026-11-02
OAK Family Advisors, LLC
INCREASED
Shares9,409 from 9,373
Change+36 (+0%)
Value$294.2K (+$11.4K)
Filed 2026-10-19
Plan Group Financial, LLC
UNCHANGED
Shares9,000 from 9,000
Change0 (0%)
Value$280.1K (+$8.6K)
Filed 2026-10-22
Harbor Investment Advisory, LLC
UNCHANGED
Shares8,940 from 8,940
Change0 (0%)
Value$279.6K (+$9.8K)
Filed 2026-10-13
HB Wealth Management, LLC
INCREASED
Shares8,884 from 8,084
Change+800 (+10%)
Value$277.8K (+$33.9K)
Filed 2026-10-23
Total Clarity Wealth Management, Inc.
INCREASED
Shares8,828 from 7,960
Change+868 (+11%)
Value$276.1K (+$35.9K)
Filed 2026-10-26
Pecaut & Co.
UNCHANGED
Shares8,700 from 8,700
Change0 (0%)
Value$272.0K (+$9.6K)
Filed 2026-10-27
Allen Capital Group, LLC
UNCHANGED
Shares8,658 from 8,658
Change0 (0%)
Value$270.7K (+$9.5K)
Filed 2026-10-27
Asset Advisors Investment Management, LLC
UNCHANGED
Shares8,600 from 8,600
Change0 (0%)
Value$268.9K (+$9.5K)
Filed 2026-10-19
Ulrich Consultants & Investment Group, LLC
NEW
Shares8,500
Change+8,500
Value$265.8K
Filed 2026-10-13
Live Oak Private Wealth LLC
UNCHANGED
Shares8,295 from 8,295
Change0 (0%)
Value$259.4K (+$9.1K)
Filed 2026-11-02
Accurate Wealth Management, LLC
DECREASED
Shares8,235 from 8,595
Change-360 (-4%)
Value$258.8K (-$7.5K)
Filed 2026-10-20
Avior Wealth Management, LLC
UNCHANGED
Shares8,232 from 8,232
Change0 (0%)
Value$257.4K (+$9.1K)
Filed 2026-10-13
Forum Financial Management, LP
DECREASED
Shares8,079 from 8,169
Change-90 (-1%)
Value$252.6K (+$6.2K)
Filed 2026-10-16
Robinson Smith Wealth Advisors LLC
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$250.2K (+$8.8K)
Filed 2026-10-22
Uniting Wealth Partners, LLC
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$250.2K (+$8.8K)
Filed 2026-11-06
Anchyra Partners LLC
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$250.2K (+$8.8K)
Filed 2026-10-13
Unique Wealth, LLC
DECREASED
Shares7,875 from 28,675
Change-20,800 (-73%)
Value$246.3K (-$618.9K)
Filed 2026-10-16
Ledyard National Bank
DECREASED
Shares7,823 from 8,124
Change-301 (-4%)
Value$244.6K (-$476)
Filed 2026-10-21
Box Hill Private Wealth LLC
UNCHANGED
Shares7,750 from 7,750
Change0 (0%)
Value$242.3K (+$8.5K)
Filed 2026-10-05
Professional Advisory Services Inc
UNCHANGED
Shares7,700 from 7,700
Change0 (0%)
Value$241 (+$9)
Filed 2026-10-08
Sigma Planning Corp
DECREASED
Shares7,605 from 7,675
Change-70 (-1%)
Value$237.8K (+$6.3K)
Filed 2026-10-23
Spectrum Planning & Advisory Services Inc.
DECREASED
Shares7,555 from 8,650
Change-1,095 (-13%)
Value$236.2K (-$24.7K)
Filed 2026-11-05
Willis Johnson Wealth, Inc.
DECREASED
Shares7,543 from 9,823
Change-2,280 (-23%)
Value$235.9K (-$60.5K)
Filed 2026-11-03
Towneley Capital Management, Inc / de
UNCHANGED
Shares7,510 from 7,510
Change0 (0%)
Value$234.8K (+$8.3K)
Filed 2026-10-09
Forvis Mazars Wealth Advisors, LLC
UNCHANGED
Shares7,492 from 7,492
Change0 (0%)
Value$234.3K (+$8.2K)
Filed 2026-10-13
Manchester Financial Inc
UNCHANGED
Shares7,360 from 7,360
Change0 (0%)
Value$230.1K (+$8.1K)
Filed 2026-10-15
Bison Wealth, LLC
NEW
Shares7,252
Change+7,252
Value$228.3K
Filed 2026-10-13
Total Investment Management Inc
UNCHANGED
Shares7,191 from 7,191
Change0 (0%)
Value$224.9K (+$4.9K)
Filed 2026-10-22
Redhawk Wealth Advisors, Inc.
INCREASED
Shares7,190 from 7,019
Change+171 (+2%)
Value$224.8K (+$13.1K)
Filed 2026-10-14
Trueblood Wealth Management, LLC
NEW
Shares7,000
Change+7,000
Value$218.9K
Filed 2026-10-23
CoreCap Advisors, LLC
DECREASED
Shares6,906 from 8,745
Change-1,839 (-21%)
Value$216.0K (-$47.9K)
Filed 2026-10-08
Meredith Wealth Planning
UNCHANGED
Shares6,890 from 6,890
Change0 (0%)
Value$215.5K (+$7.6K)
Filed 2026-10-14
BLB&B Advisors, LLC
DECREASED
Shares6,883 from 8,095
Change-1,212 (-15%)
Value$215.2K (-$29.0K)
Filed 2026-10-27
Cannon Advisors, Inc.
DECREASED
Shares6,788 from 7,817
Change-1,029 (-13%)
Value$213.3K (-$25.7K)
Filed 2026-10-14
Woodmont Investment Counsel LLC
DECREASED
Shares6,772 from 8,050
Change-1,278 (-16%)
Value$211.8K (-$31.1K)
Filed 2026-10-29
Willow Creek Wealth Management Inc.
UNCHANGED
Shares6,680 from 6,680
Change0 (0%)
Value$208.9K (+$7.3K)
Filed 2026-10-26
Patten & Patten Inc
NEW
Shares6,630
Change+6,630
Value$207.3K
Filed 2026-10-26
J. Derek Lewis & Associates Inc.
NEW
Shares6,600
Change+6,600
Value$206.4K
Filed 2026-11-03
Tennessee Valley Asset Management Partners
NEW
Shares6,600
Change+6,600
Value$206.4K
Filed 2026-11-03
AlphaCore Capital LLC
NEW
Shares6,543
Change+6,543
Value$204.6K
Filed 2026-11-04
Thrivent Financial for Lutherans
NEW
Shares6,536
Change+6,536
Value$204
Filed 2026-11-05
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares6,500 from 6,500
Change0 (0%)
Value$203.3K (+$7.2K)
Filed 2026-10-23
Sun Group Wealth Partners
NEW
Shares6,412
Change+6,412
Value$200.5K
Filed 2026-10-26
Community Financial Services Group, LLC
INCREASED
Shares6,120 from 5,420
Change+700 (+13%)
Value$192.4K (+$27.8K)
Filed 2026-10-15
Birchwood Financial Partners, Inc.
DECREASED
Shares5,679 from 5,957
Change-278 (-5%)
Value$177.6K (-$2.1K)
Filed 2026-11-02
Arlington Trust Co LLC
UNCHANGED
Shares5,206 from 5,206
Change0 (0%)
Value$162.8K (+$5.7K)
Filed 2026-10-20
MTM Investment Management, LLC
UNCHANGED
Shares5,200 from 5,200
Change0 (0%)
Value$162.6K (+$5.7K)
Filed 2026-10-30
Private Trust Co NA
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$156.4K (+$5.5K)
Filed 2026-10-20
Bulwark Capital Corp
UNCHANGED
Shares4,782 from 4,782
Change0 (0%)
Value$149.5K (+$5.3K)
Filed 2026-10-13
Pacific Center for Financial Services
UNCHANGED
Shares4,705 from 4,705
Change0 (0%)
Value$147.1K (+$5.2K)
Filed 2026-10-15
Evermay Wealth Management LLC
UNCHANGED
Shares3,906 from 3,906
Change0 (0%)
Value$122.1K (+$4.3K)
Filed 2026-11-05
Caldwell Trust Co
DECREASED
Shares3,484 from 3,485
Change-1 (0%)
Value$108.9K (+$3.8K)
Filed 2026-10-30
Madden Securities Corp
NEW
Shares3,080
Change+3,080
Value$96.3K
Filed 2026-10-27
Salomon & Ludwin, LLC
DECREASED
Shares3,054 from 3,059
Change-5 (0%)
Value$95.5K (+$2.7K)
Filed 2026-10-29
Blue Trust, Inc.
DECREASED
Shares2,676 from 4,216
Change-1,540 (-37%)
Value$83.7K (-$43.5K)
Filed 2026-10-15
1620 Investment Advisors, Inc.
UNCHANGED
Shares2,622 from 2,622
Change0 (0%)
Value$82.0K (+$2.9K)
Filed 2026-11-04
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares2,478 from 2,478
Change0 (0%)
Value$77.5K (+$2.7K)
Filed 2026-11-04
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$75.0K (+$2.6K)
Filed 2026-10-16
Main Street Group, LTD
INCREASED
Shares2,315 from 1,530
Change+785 (+51%)
Value$72.4K (+$26.2K)
Filed 2026-10-28
Lanark Financial, Inc.
UNCHANGED
Shares2,225 from 2,225
Change0 (0%)
Value$69.6K (+$2.4K)
Filed 2026-10-26
Wilkerson Advisory Group LLC
UNCHANGED
Shares2,198 from 2,198
Change0 (0%)
Value$68.7K (+$2.4K)
Filed 2026-10-20
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares2,177 from 2,177
Change0 (0%)
Value$68.1K (+$2.4K)
Filed 2026-10-27
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares2,135 from 2,135
Change0 (0%)
Value$66.8K (+$2.3K)
Filed 2026-10-16
Compagnie Lombard Odier SCmA
NEW
Shares2,000
Change+2,000
Value$64.8K
Filed 2026-11-04
US Bancorp \de\
DECREASED
Shares1,809 from 1,874
Change-65 (-3%)
Value$56.6K (+$28)
Filed 2026-11-05
Chilton Capital Management LLC
UNCHANGED
Shares1,701 from 1,701
Change0 (0%)
Value$53.2K (+$1.9K)
Filed 2026-10-28
Assetmark, Inc
UNCHANGED
Shares1,609 from 1,609
Change0 (0%)
Value$50.3K (+$1.8K)
Filed 2026-10-21
Tradewinds Capital Management, LLC
INCREASED
Shares1,606 from 1,088
Change+518 (+48%)
Value$50.2K (+$17.4K)
Filed 2026-10-23
Concord Wealth Partners
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$50.0K (+$1.8K)
Filed 2026-11-02
Financial Management Professionals, Inc.
INCREASED
Shares1,550 from 1,300
Change+250 (+19%)
Value$48.5K (+$9.2K)
Filed 2026-10-23
Strategic Advocates LLC
UNCHANGED
Shares1,444 from 1,444
Change0 (0%)
Value$45.2K (+$1.6K)
Filed 2026-11-03
Eastern Bank
UNCHANGED
Shares1,434 from 1,434
Change0 (0%)
Value$44.8K (+$1.6K)
Filed 2026-10-05
Spire Wealth Management
UNCHANGED
Shares1,377 from 1,377
Change0 (0%)
Value$43.1K (+$1.5K)
Filed 2026-10-30
Oakworth Capital, Inc.
UNCHANGED
Shares1,338 from 1,338
Change0 (0%)
Value$41.8K (+$1.5K)
Filed 2026-10-26
Highline Wealth Partners LLC
INCREASED
Shares1,293 from 1,162
Change+131 (+11%)
Value$40.4K (+$5.4K)
Filed 2026-10-19
Creative Financial Designs Inc
UNCHANGED
Shares1,225 from 1,225
Change0 (0%)
Value$38.3K (+$1.3K)
Filed 2026-11-04
Center for Financial Planning, Inc.
NEW
Shares1,150
Change+1,150
Value$36.0K
Filed 2026-10-26
Gen-Wealth Partners Inc
UNCHANGED
Shares1,037 from 1,037
Change0 (0%)
Value$32.4K (+$1.1K)
Filed 2026-11-04
Citigroup Inc
NEW
Shares1,013
Change+1,013
Value$31.7K
Filed 2026-11-04
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares1,008 from 1,008
Change0 (0%)
Value$31.5K (+$1.1K)
Filed 2026-10-23
Gables Capital Management Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$31.3K (+$1.1K)
Filed 2026-11-04
Manchester Capital Management LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$31.3K (+$1.1K)
Filed 2026-10-22
Toth Financial Advisory Corp
UNCHANGED
Shares903 from 903
Change0 (0%)
Value$28.2K (+$993)
Filed 2026-10-08
Mather Group, Llc.
UNCHANGED
Shares897 from 897
Change0 (0%)
Value$28.0K (+$987)
Filed 2026-10-14
Jnba Financial Advisors
UNCHANGED
Shares883 from 883
Change0 (0%)
Value$27.6K (+$971)
Filed 2026-11-03
Balance Wealth Partners LLC
NEW
Shares864
Change+864
Value$27.0K
Filed 2026-10-27
Bank of New Hampshire
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$25.0K (+$880)
Filed 2026-10-06
Bank & Trust Co
UNCHANGED
Shares736 from 736
Change0 (0%)
Value$23.0K (+$810)
Filed 2026-10-07
Costello Asset Management, Inc
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$18.8K (+$660)
Filed 2026-10-30
Trust Co
DECREASED
Shares599 from 1,099
Change-500 (-45%)
Value$18.7K (-$14.4K)
Filed 2026-10-09
Evolution Wealth Management Inc.
UNCHANGED
Shares572 from 572
Change0 (0%)
Value$17.9K (+$629)
Filed 2026-10-28
Roxbury Financial LLC
UNCHANGED
Shares544 from 544
Change0 (0%)
Value$17.0K (+$599)
Filed 2026-10-01
Asset Dedication, LLC
NEW
Shares500
Change+500
Value$15.6K
Filed 2026-11-03
McCarley & Cook Financial Planners
NEW
Shares500
Change+500
Value$15.6K
Filed 2026-10-21
Pacifica Partners Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$15.6K (+$151)
Filed 2026-10-09
Laurel Wealth Advisors LLC
NEW
Shares441
Change+441
Value$13.8K
Filed 2026-10-27
Intelligent Financial Strategies
DECREASED
Shares353 from 1,518
Change-1,165 (-77%)
Value$11.0K (-$34.8K)
Filed 2026-10-16
Parkside Financial Bank & Trust
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$10.9K (+$385)
Filed 2026-10-27
Markowski Investments
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$9.4K (+$330)
Filed 2026-10-30
Financial Consulate, Inc
DECREASED
Shares287 from 387
Change-100 (-26%)
Value$9.0K (-$2.7K)
Filed 2026-10-23
Physician Wealth Advisors, Inc.
UNCHANGED
Shares287 from 287
Change0 (0%)
Value$9.0K (+$316)
Filed 2026-10-20
Contravisory Investment Management, Inc.
UNCHANGED
Shares264 from 264
Change0 (0%)
Value$8.3K (+$290)
Filed 2026-10-13
Birchbrook, Inc.
UNCHANGED
Shares252 from 252
Change0 (0%)
Value$7.9K (+$278)
Filed 2026-10-14
Bfsg, LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$7.8K (+$275)
Filed 2026-10-30
Abound Wealth Management
NEW
Shares200
Change+200
Value$6.3K
Filed 2026-10-26
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares192 from 192
Change0 (0%)
Value$6.0K (+$211)
Filed 2026-10-29
DecisionPoint Financial, LLC
UNCHANGED
Shares139 from 139
Change0 (0%)
Value$4.4K (+$149)
Filed 2026-10-27
Morton Brown Family Wealth, LLC
UNCHANGED
Shares116 from 116
Change0 (0%)
Value$3.6K (+$127)
Filed 2026-10-23
American Capital Advisory, LLC
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$2.3K (+$81)
Filed 2026-10-28
Strengthening Families & Communities, LLC
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$2.2K (+$77)
Filed 2026-10-21
MH & Associates Securities Management Corp
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$999 ($0)
Filed 2026-10-30
Triumph Capital Management
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$1.6K (+$56)
Filed 2026-10-14
3Edge Asset Management, LP
CLOSED
Shares0 from 1,046,369
Change-1,046,369 (-100%)
Value$0 (-$31.6M)
Filed 2026-10-30
Compound Planning, Inc.
CLOSED
Shares0 from 56,181
Change-56,181 (-100%)
Value$0 (-$1.7M)
Filed 2026-11-05
True North Advisors, LLC
CLOSED
Shares0 from 29,049
Change-29,049 (-100%)
Value$0 (-$876.4K)
Filed 2026-10-22
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 26,980
Change-26,980 (-100%)
Value$0 (-$814.0K)
Filed 2026-10-21
Fairway Wealth LLC
CLOSED
Shares0 from 11,111
Change-11,111 (-100%)
Value$0 (-$335.2K)
Filed 2026-10-30
Crusonia Wealth Advisors LLC
CLOSED
Shares0 from 10,949
Change-10,949 (-100%)
Value$0 (-$330.3K)
Filed 2026-10-26
BCV Asset Management Inc.
CLOSED
Shares0 from 9,377
Change-9,377 (-100%)
Value$0 (-$284.2K)
Filed 2026-11-06
Summit Financial Wealth Advisors, LLC
CLOSED
Shares0 from 8,000
Change-8,000 (-100%)
Value$0 (-$241.4K)
Filed 2026-10-15
McAdam, LLC
CLOSED
Shares0 from 7,697
Change-7,697 (-100%)
Value$0 (-$232.2K)
Filed 2026-10-21
Joseph P. Lucia & Associates, LLC
CLOSED
Shares0 from 6,855
Change-6,855 (-100%)
Value$0 (-$206.8K)
Filed 2026-10-30
Summit Financial Strategies, Inc.
CLOSED
Shares0 from 6,692
Change-6,692 (-100%)
Value$0 (-$201.9K)
Filed 2026-10-14
Evergreen Private Wealth LLC
CLOSED
Shares0 from 5,400
Change-5,400 (-100%)
Value$0 (-$162.9K)
Filed 2026-10-30
First Command Advisory Services, Inc.
CLOSED
Shares0 from 2,812
Change-2,812 (-100%)
Value$0 (-$84.8K)
Filed 2026-11-05
Bellecapital International Ltd.
CLOSED
Shares0 from 2,600
Change-2,600 (-100%)
Value$0 (-$78.4K)
Filed 2026-10-21
Atlatl Advisers LLC
CLOSED
Shares0 from 1,285
Change-1,285 (-100%)
Value$0 (-$38.8K)
Filed 2026-10-22
Private Wealth Management Group, LLC
CLOSED
Shares0 from 728
Change-728 (-100%)
Value$0 (-$22.0K)
Filed 2026-10-19
Signature Resources Capital Management, LLC
CLOSED
Shares0 from 123
Change-123 (-100%)
Value$0 (-$3.7K)
Filed 2026-10-16
MCF Advisors LLC
CLOSED
Shares0 from 75
Change-75 (-100%)
Value$0 (-$2.3K)
Filed 2026-10-28
Key FInancial Inc
CLOSED
Shares0 from 46
Change-46 (-100%)
Value$0 (-$1.4K)
Filed 2026-11-02
Simplex Trading, LLC
CLOSED
Shares0 from 31
Change-31 (-100%)
Value$0 (-$935)
Filed 2026-11-04
Royal Bank of Canada
N/A
Shares— from 9,287,092
Change-9,287,092 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 5,889,428
Change-5,889,428 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 5,242,209
Change-5,242,209 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 4,706,640
Change-4,706,640 (-100%)
Value—
Jupiter Asset Management LTD
N/A
Shares— from 3,426,260
Change-3,426,260 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 2,536,730
Change-2,536,730 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 2,234,144
Change-2,234,144 (-100%)
Value—
Sprott Inc.
N/A
Shares— from 2,054,043
Change-2,054,043 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,976,995
Change-1,976,995 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,711,864
Change-1,711,864 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,680,632
Change-1,680,632 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,658,246
Change-1,658,246 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 1,651,138
Change-1,651,138 (-100%)
Value—
Weiss Asset Management LP
N/A
Shares— from 1,611,647
Change-1,611,647 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,525,066
Change-1,525,066 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 1,510,702
Change-1,510,702 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,397,071
Change-1,397,071 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,352,007
Change-1,352,007 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,135,838
Change-1,135,838 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,109,628
Change-1,109,628 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 904,630
Change-904,630 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 845,580
Change-845,580 (-100%)
Value—
VAN DEN Berg Management I, Inc
N/A
Shares— from 829,987
Change-829,987 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 818,688
Change-818,688 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 811,023
Change-811,023 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 774,770
Change-774,770 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 773,714
Change-773,714 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 764,656
Change-764,656 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 730,965
Change-730,965 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 724,931
Change-724,931 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 647,375
Change-647,375 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 623,701
Change-623,701 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 617,290
Change-617,290 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 613,413
Change-613,413 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 583,775
Change-583,775 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 578,626
Change-578,626 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 543,915
Change-543,915 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 522,965
Change-522,965 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 496,231
Change-496,231 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 492,118
Change-492,118 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 477,408
Change-477,408 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 475,285
Change-475,285 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 468,513
Change-468,513 (-100%)
Value—
Mountain Lake Investment Management LLC
N/A
Shares— from 456,819
Change-456,819 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 407,507
Change-407,507 (-100%)
Value—
Global Endowment Management, LP
N/A
Shares— from 396,000
Change-396,000 (-100%)
Value—
Harbour Wealth Management Group, Inc.
N/A
Shares— from 388,111
Change-388,111 (-100%)
Value—
Knoll Capital Management, LLC
N/A
Shares— from 387,055
Change-387,055 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 376,280
Change-376,280 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 374,791
Change-374,791 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 360,966
Change-360,966 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 347,907
Change-347,907 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 345,748
Change-345,748 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 342,711
Change-342,711 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 335,233
Change-335,233 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 329,709
Change-329,709 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 328,219
Change-328,219 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 309,862
Change-309,862 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 294,052
Change-294,052 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 287,086
Change-287,086 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 276,021
Change-276,021 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 267,799
Change-267,799 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 265,379
Change-265,379 (-100%)
Value—
Courage Capital Management LLC
N/A
Shares— from 264,500
Change-264,500 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 255,745
Change-255,745 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 251,623
Change-251,623 (-100%)
Value—
ArchPoint Investors
N/A
Shares— from 249,200
Change-249,200 (-100%)
Value—
Blair William & Co
N/A
Shares— from 240,543
Change-240,543 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 234,493
Change-234,493 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 234,115
Change-234,115 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 233,622
Change-233,622 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 225,504
Change-225,504 (-100%)
Value—
Oberndorf William E
N/A
Shares— from 224,439
Change-224,439 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 222,113
Change-222,113 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 218,561
Change-218,561 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 215,362
Change-215,362 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 204,736
Change-204,736 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 201,527
Change-201,527 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 201,458
Change-201,458 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 195,849
Change-195,849 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 195,849
Change-195,849 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 186,947
Change-186,947 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 186,625
Change-186,625 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 184,501
Change-184,501 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 182,356
Change-182,356 (-100%)
Value—
Manatuck Hill Partners, LLC
N/A
Shares— from 175,000
Change-175,000 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 167,721
Change-167,721 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 167,225
Change-167,225 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 163,844
Change-163,844 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 153,681
Change-153,681 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 140,091
Change-140,091 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 130,322
Change-130,322 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 127,327
Change-127,327 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 120,947
Change-120,947 (-100%)
Value—
Cauble & Harre Wealth Management, Inc.
N/A
Shares— from 116,587
Change-116,587 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 114,835
Change-114,835 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 112,587
Change-112,587 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 112,220
Change-112,220 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 111,255
Change-111,255 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 111,110
Change-111,110 (-100%)
Value—
Farringdon Capital, Ltd.
N/A
Shares— from 110,704
Change-110,704 (-100%)
Value—
Stephens Inc
N/A
Shares— from 110,221
Change-110,221 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 107,725
Change-107,725 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 107,453
Change-107,453 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 104,472
Change-104,472 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 103,625
Change-103,625 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 99,431
Change-99,431 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 96,239
Change-96,239 (-100%)
Value—
Sonoma Private Wealth LLC
N/A
Shares— from 95,614
Change-95,614 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 89,840
Change-89,840 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 88,178
Change-88,178 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 87,633
Change-87,633 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 87,370
Change-87,370 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 85,749
Change-85,749 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 83,623
Change-83,623 (-100%)
Value—
HC Advisors, LLC
N/A
Shares— from 81,666
Change-81,666 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 79,141
Change-79,141 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 79,023
Change-79,023 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 78,168
Change-78,168 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 76,774
Change-76,774 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 75,124
Change-75,124 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 73,826
Change-73,826 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 73,029
Change-73,029 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 72,016
Change-72,016 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 68,532
Change-68,532 (-100%)
Value—
UBS Group AG
N/A
Shares— from 67,507
Change-67,507 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 66,813
Change-66,813 (-100%)
Value—
St. James Investment Company, LLC
N/A
Shares— from 62,280
Change-62,280 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 61,432
Change-61,432 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 61,086
Change-61,086 (-100%)
Value—
Avenir Corp
N/A
Shares— from 60,310
Change-60,310 (-100%)
Value—
VanWeelden Wealth Management, LLC
N/A
Shares— from 59,100
Change-59,100 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 58,466
Change-58,466 (-100%)
Value—
FLP Wealth Management, LLC
N/A
Shares— from 57,136
Change-57,136 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 56,264
Change-56,264 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 55,645
Change-55,645 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 55,097
Change-55,097 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 53,527
Change-53,527 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 51,899
Change-51,899 (-100%)
Value—
Independent Family Office, LLC
N/A
Shares— from 51,316
Change-51,316 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 51,283
Change-51,283 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 50,345
Change-50,345 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 50,326
Change-50,326 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Commerce Bank
N/A
Shares— from 49,724
Change-49,724 (-100%)
Value—
Nwam LLC
N/A
Shares— from 46,959
Change-46,959 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 46,621
Change-46,621 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 46,608
Change-46,608 (-100%)
Value—
Lane Generational LLC
N/A
Shares— from 45,858
Change-45,858 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 43,309
Change-43,309 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 43,103
Change-43,103 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 43,099
Change-43,099 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 42,965
Change-42,965 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 42,207
Change-42,207 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 41,954
Change-41,954 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 41,891
Change-41,891 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 41,801
Change-41,801 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 41,283
Change-41,283 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 40,968
Change-40,968 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 37,660
Change-37,660 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 37,546
Change-37,546 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 36,091
Change-36,091 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 35,122
Change-35,122 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 34,743
Change-34,743 (-100%)
Value—
Cedrus Wealth Group LLC
N/A
Shares— from 33,614
Change-33,614 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 32,732
Change-32,732 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 31,000
Change-31,000 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 30,069
Change-30,069 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 29,000
Change-29,000 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 28,946
Change-28,946 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 28,910
Change-28,910 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 28,865
Change-28,865 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 28,300
Change-28,300 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 28,199
Change-28,199 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 27,785
Change-27,785 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 26,591
Change-26,591 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 26,040
Change-26,040 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 25,975
Change-25,975 (-100%)
Value—
SIG North Trading, ULC
N/A
Shares— from 25,177
Change-25,177 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 24,715
Change-24,715 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 24,563
Change-24,563 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 24,240
Change-24,240 (-100%)
Value—
Lumbard & Kellner, LLC
N/A
Shares— from 24,239
Change-24,239 (-100%)
Value—
Semper Augustus Investments Group LLC
N/A
Shares— from 23,869
Change-23,869 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 23,469
Change-23,469 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 23,327
Change-23,327 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 23,089
Change-23,089 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 22,697
Change-22,697 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 22,330
Change-22,330 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 21,860
Change-21,860 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 21,654
Change-21,654 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 21,583
Change-21,583 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 21,500
Change-21,500 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 20,116
Change-20,116 (-100%)
Value—
Barometer Capital Management Inc.
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 19,621
Change-19,621 (-100%)
Value—
&partners
N/A
Shares— from 19,526
Change-19,526 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 19,095
Change-19,095 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 18,740
Change-18,740 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 18,548
Change-18,548 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 17,858
Change-17,858 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 16,930
Change-16,930 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 16,729
Change-16,729 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 16,389
Change-16,389 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 16,262
Change-16,262 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 16,228
Change-16,228 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 15,843
Change-15,843 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 15,640
Change-15,640 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 15,601
Change-15,601 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 15,359
Change-15,359 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 15,204
Change-15,204 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 14,622
Change-14,622 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 14,500
Change-14,500 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 13,847
Change-13,847 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 13,595
Change-13,595 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 13,555
Change-13,555 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 13,374
Change-13,374 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Hunter Perkins Capital Management, LLC
N/A
Shares— from 12,819
Change-12,819 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 12,737
Change-12,737 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 12,658
Change-12,658 (-100%)
Value—
Bleichroeder LP
N/A
Shares— from 12,540
Change-12,540 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 12,504
Change-12,504 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 12,129
Change-12,129 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 12,100
Change-12,100 (-100%)
Value—
Menlo Advisors LLC
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 11,551
Change-11,551 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 11,035
Change-11,035 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 10,871
Change-10,871 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 10,670
Change-10,670 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 10,654
Change-10,654 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 10,380
Change-10,380 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 10,116
Change-10,116 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 10,104
Change-10,104 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 10,065
Change-10,065 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 10,035
Change-10,035 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 9,866
Change-9,866 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 9,850
Change-9,850 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 9,850
Change-9,850 (-100%)
Value—
J.E. Simmons & Co., P.C.
N/A
Shares— from 9,700
Change-9,700 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 9,594
Change-9,594 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 9,494
Change-9,494 (-100%)
Value—
Stansberry Asset Management, LLC
N/A
Shares— from 9,150
Change-9,150 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 9,095
Change-9,095 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 8,790
Change-8,790 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 8,686
Change-8,686 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 8,545
Change-8,545 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 8,500
Change-8,500 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 8,382
Change-8,382 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 8,188
Change-8,188 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 7,921
Change-7,921 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 7,818
Change-7,818 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 7,263
Change-7,263 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 7,200
Change-7,200 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 7,079
Change-7,079 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 5,450
Change-5,450 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 5,265
Change-5,265 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 5,226
Change-5,226 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 4,545
Change-4,545 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 3,937
Change-3,937 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 3,925
Change-3,925 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 3,747
Change-3,747 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 3,602
Change-3,602 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 3,581
Change-3,581 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 3,250
Change-3,250 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 3,231
Change-3,231 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 3,200
Change-3,200 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 2,580
Change-2,580 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,570
Change-2,570 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 2,335
Change-2,335 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 2,245
Change-2,245 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,162
Change-2,162 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 2,005
Change-2,005 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 1,950
Change-1,950 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,829
Change-1,829 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 1,785
Change-1,785 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 1,461
Change-1,461 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 1,365
Change-1,365 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 1,364
Change-1,364 (-100%)
Value—
Motco
N/A
Shares— from 978
Change-978 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 951
Change-951 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 850
Change-850 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 762
Change-762 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 692
Change-692 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 660
Change-660 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 515
Change-515 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 485
Change-485 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 482
Change-482 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 475
Change-475 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 400
Change-400 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 270
Change-270 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 220
Change-220 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 210
Change-210 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Central Trust Co
INCREASED6,498,3005,891,785+606,515+10%$177.8M$203.2M+$25.4M2026-11-05
Pekin Hardy Strauss, Inc.
DECREASED4,418,9424,460,932-41,990-1%$134.6M$138.2M+$3.6M2026-11-02
Imc-Chicago, LLC
INCREASED3,362,8713,250,316+112,555+3%$98.1M$105.2M+$7.1M2026-11-05
Evanson Financial, LLC
DECREASED3,314,0443,598,792-284,748-8%$108.6M$103.6M-$4.9M2026-10-23
Cambridge Investment Research Advisors, Inc.
INCREASED3,195,3033,116,362+78,941+3%$94.0M$99.9K-$93.9M2026-11-02
LPL Financial LLC
INCREASED2,690,6292,315,840+374,789+16%$69.9M$84.1M+$14.3M2026-11-06
Matauro, LLC
INCREASED2,174,5122,119,854+54,658+3%$64.0M$68.0M+$4.0M2026-11-03
Kestra Advisory Services, LLC
INCREASED2,107,2531,980,953+126,300+6%$59.8M$65.9M+$6.1M2026-11-02
Intesa Sanpaolo Wealth Management
INCREASED2,026,5551,076,705+949,850+88%$32.5M$63.4M+$30.9M2026-10-28
Forest Hill Capital, LLC
UNCHANGED1,448,5001,448,50000%$43.7M$45.3M+$1.6M2026-11-05
Commonwealth Equity Services, LLC
DECREASED1,346,0141,384,395-38,381-3%$41.8M$42.1M+$322.7K2026-11-02
Capital Wealth Alliance, LLC
INCREASED982,615967,562+15,053+2%$29.2M$30.7M+$1.5M2026-10-20
Auxano Advisors, LLC
INCREASED937,035929,843+7,192+1%$28.1M$29.3M+$1.2M2026-11-06
TCP Asset Management, LLC
INCREASED776,853751,464+25,389+3%$22.7M$24.2M+$1.6M2026-10-14
Carota Wealth Management
INCREASED688,325216,924+471,401+217%$6.5M$21.5M+$15.0M2026-11-03
Cyndeo Wealth Partners, LLC
INCREASED659,619583,054+76,565+13%$17.6M$20.6M+$3.0M2026-10-16
Wealth Enhancement Advisory Services, LLC
DECREASED623,444662,675-39,231-6%$20.5M$19.5M-$1.1M2026-10-13
O'Brien Greene & Co. Inc
DECREASED574,326591,138-16,812-3%$17.8M$18.0M+$124.5K2026-11-05
Wealthcare Advisory Partners LLC
INCREASED559,996545,634+14,362+3%$16.5M$17.5M+$1.0M2026-10-21
Meixler Investment Management, Ltd.
DECREASED538,419544,154-5,735-1%$16.4M$16.8M+$419.2K2026-11-03
TD Waterhouse Canada Inc.
INCREASED533,875497,860+36,015+7%$15.1M$16.8M+$1.6M2026-10-16
Prospera Financial Services Inc
INCREASED503,772472,542+31,230+7%$14.3M$14.8M+$529.1K2026-11-04
BIP Wealth, LLC
DECREASED502,643515,018-12,375-2%$15.5M$15.7M+$179.6K2026-10-22
Essential Partners LLC
INCREASED468,199435,188+33,011+8%$13.1M$14.6M+$1.5M2026-10-14
Wealthcare Capital Management LLC
INCREASED459,324455,668+3,656+1%$13.7M$14.4M+$615.6K2026-10-21
Asset One Wealth Management LLC
INCREASED411,442400,299+11,143+3%$12.2M$12.9M+$628.7K2026-11-02
Hengehold Capital Management LLC
DECREASED401,038434,486-33,448-8%$13.1M$12.5M-$568.0K2026-10-16
Accordant Advisory Group Inc
INCREASED382,825380,102+2,723+1%$11.5M$12.0M+$503.3K2026-10-29
Guild Investment Management, Inc.
INCREASED378,495367,845+10,650+3%$11.1M$11.8M+$737.7K2026-11-03
Farther Finance Advisors, LLC
DECREASED359,695382,275-22,580-6%$11.5M$11.2M-$285.6K2026-10-08
Pacific Sage Partners, LLC
INCREASED336,668330,230+6,438+2%$10.0M$10.5M+$564.6K2026-10-21
TrustWell Financial Advisors, LLC
INCREASED330,436325,214+5,222+2%$9.8M$10.3M+$521.0K2026-10-15
Money Concepts Capital Corp
INCREASED305,879269,765+36,114+13%$8.1M$9.6M+$1.4M2026-11-06
Philadelphia Trust Co
INCREASED304,674303,867+807+0%$9.2M$9.5K-$9.2M2026-11-05
JP Wealth Management, Inc.
INCREASED300,228298,830+1,398+0%$9.0M$9.4M+$372.4K2026-10-07
Phraction Management LLC
UNCHANGED290,467290,46700%$8.8M$9.1M+$319.5K2026-10-14
Walser Wealth Management Company, A Ltd Liability Co
INCREASED290,079270,123+19,956+7%$8.1M$9.1M+$921.2K2026-10-15
Biltmore Family Office, LLC
INCREASED256,740251,740+5,000+2%$7.6M$8.0M+$433.3K2026-11-03
Elevate Capital Advisors, LLC
INCREASED255,885241,383+14,502+6%$7.3M$8.0M+$719.0K2026-11-02
Hubbell Strickland Wealth Management, LLC
DECREASED250,439252,812-2,373-1%$7.6M$7.8M+$203.9K2026-10-29
Fulcrum Wealth Advisors, LLC
DECREASED248,927249,961-1,0340%$7.5M$7.8M+$242.6K2026-10-16
Camelot Technology Advisors, Inc.
INCREASED248,114233,645+14,469+6%$7.0M$7.8M+$709.5K2026-10-09
Alpha Advisors, LLC
INCREASED242,629235,739+6,890+3%$7.1M$7.6M+$474.8K2026-10-19
Parallel Advisors, LLC
INCREASED226,8068,053+218,753+2716%$243.0K$7.1M+$6.8M2026-11-03
Brookstone Capital Management
DECREASED223,737233,940-10,203-4%$7.1M$7.0M-$61.7K2026-10-22
PNC Financial Services Group, Inc.
INCREASED223,238222,040+1,198+1%$6.7M$7.0M+$281.7K2026-11-06
Latigo Investments, LLC
UNCHANGED214,134214,13400%$6.5M$6.7M+$235.5K2026-10-29
Warwick Investment Management, Inc.
UNCHANGED209,390209,39000%$6.3M$6.5M+$230.3K2026-10-19
KOM Wealth Management Group, LLC
INCREASED203,176149,208+53,968+36%$4.5M$6.4M+$1.9M2026-10-15
Creative Planning
INCREASED200,812195,564+5,248+3%$5.9M$6.3M+$379.2K2026-11-02
Certuity, LLC
UNCHANGED196,585196,58500%$5.9M$6.1M+$216.2K2026-11-02
Macroview Investment Management LLC
DECREASED189,562197,437-7,875-4%$6.0M$5.9M-$29.1K2026-10-26
Chicago Capital, LLC
UNCHANGED186,978186,97800%$5.6M$5.8M+$205.7K2026-10-13
Oppenheimer & Co Inc
DECREASED178,055203,742-25,687-13%$6.1M$5.6M-$579.1K2026-10-26
Lifetime Wealth Management P.C.
DECREASED172,516189,860-17,344-9%$5.7M$5.4M-$333.5K2026-10-29
Beaumont Financial Advisors, LLC
DECREASED171,981175,936-3,955-2%$5.3M$5.4M+$69.9K2026-10-22
Abacus Planning Group, Inc.
UNCHANGED170,885170,88500%$5.2M$5.3M+$188.0K2026-11-02
Discipline Wealth Solutions, LLC
INCREASED166,89046,145+120,745+262%$1.4M$5.2M+$3.8M2026-10-14
Greenfield Seitz Capital Management, LLC
INCREASED154,007150,673+3,334+2%$4.5M$4.8M+$270.0K2026-10-29
Valued Retirements, Inc.
INCREASED151,969147,619+4,350+3%$4.5M$4.8M+$298.4K2026-11-06
Entruity Wealth, LLC
INCREASED148,045142,351+5,694+4%$4.3M$4.6M+$334.6K2026-11-06
Clearstead Advisors, LLC
UNCHANGED147,094147,09400%$4.4M$4.6M+$161.8K2026-11-06
TMB Capital Partners, LLC
NEW142,864—+142,864——$4.5M—2026-10-20
Ascentis Independent Advisors
NEW142,592—+142,592——$4.5M—2026-11-03
Evergreen Capital Management LLC
DECREASED137,677151,962-14,285-9%$4.6M$4.3M-$279.5K2026-10-23
D.A. Davidson & Co.
INCREASED131,897123,477+8,420+7%$3.7M$4.1M+$399.1K2026-10-28
Quadrant Private Wealth Management, LLC
INCREASED119,406115,564+3,842+3%$3.5M$3.7M+$247.3K2026-11-04
Layline Advisors, LLC
INCREASED119,090116,238+2,852+2%$3.5M$3.7M+$217.0K2026-11-02
New Harbor Financial Group, LLC
DECREASED112,010118,358-6,348-5%$3.6M$3.5M-$68.3K2026-10-22
Virginia Estate & Retirement Planning Advisors Inc.
NEW110,317—+110,317——$3.5M—2026-10-14
Wakefield Asset Management Lllp
INCREASED106,96178,938+28,023+36%$2.4M$3.3M+$963.1K2026-11-05
Apella Capital, LLC
INCREASED101,87899,674+2,204+2%$3.1M$3.2M+$63.3K2026-10-08
Grand Central Investment Group
INCREASED101,482100,422+1,060+1%$3.0M$3.2M+$143.6K2026-11-02
EverSource Wealth Advisors, LLC
INCREASED97,72782,485+15,242+18%$2.5M$3.1M+$567.3K2026-11-04
E&G Advisors, LLC
DECREASED91,18691,968-782-1%$2.8M$2.9M+$76.7K2026-10-13
Private Client Services, LLC
INCREASED87,25272,249+15,003+21%$2.2M$2.7M+$548.6K2026-10-02
A. D. Beadell Investment Counsel, Inc.
INCREASED85,63385,583+50+0%$2.6K$2.7K+$952026-10-14
Guardian Partners Inc.
UNCHANGED85,26085,26000%$2.6M$2.7M+$93.8K2026-10-21
Connective Portfolio Management, LLC
UNCHANGED85,00085,00000%$2.6M$2.7M+$88.8K2026-10-22
Quantum Financial Partners LLC
INCREASED81,94166,364+15,577+23%$2.0M$2.6M+$560.1K2026-10-19
Sentinel Pension Advisors, LLC
INCREASED77,88676,300+1,586+2%$2.3M$2.4M+$122.8K2026-11-02
Montis Financial, LLC
DECREASED76,75583,305-6,550-8%$2.5M$2.4M-$113.2K2026-11-04
Black Diamond Financial, LLC
INCREASED76,75367,602+9,151+14%$2.0M$2.4M+$360.5K2026-10-26
North Star Investment Management Corp.
UNCHANGED76,40976,40900%$2.3M$2.4M+$84.0K2026-10-27
Moors & Cabot, Inc.
DECREASED75,80977,969-2,160-3%$2.4M$2.4M+$18.2K2026-11-06
HUB Investment Partners, LLC
DECREASED74,13874,438-3000%$2.2M$2.3M+$72.5K2026-11-03
J.W. Cole Advisors, Inc.
DECREASED71,99173,906-1,915-3%$2.2M$2.3M+$21.4K2026-11-05
Apollon Wealth Management, LLC
INCREASED70,90968,265+2,644+4%$2.1M$2.2M+$157.8K2026-10-23
Seros Financial, LLC
NEW70,025—+70,025——$2.2M—2026-10-21
Convergence Financial, LLC
INCREASED69,32518,980+50,345+265%$572.6K$2.2M+$1.6M2026-10-27
StoneX Group Inc.
DECREASED69,25288,662-19,410-22%$2.8M$2.2M-$602.4K2026-11-03
Concurrent Investment Advisors, LLC
INCREASED68,82152,055+16,766+32%$1.6M$2.2M+$581.5K2026-10-16
Ascentis Wealth Management, LLC
INCREASED67,56665,635+1,931+3%$2.0M$2.1M+$132.6K2026-11-03
Amitell Capital Pte Ltd
DECREASED66,190132,379-66,189-50%$4.0M$2.1M-$1.9M2026-11-02
G&S Capital LLC
INCREASED64,92763,189+1,738+3%$1.9M$2.0M+$123.9K2026-10-23
Larson Financial Group LLC
INCREASED63,36655,308+8,058+15%$1.7M$2.0M+$312.8K2026-11-05
Clifford Swan Investment Counsel LLC
INCREASED63,31062,635+675+1%$1.9M$2.0M+$90.0K2026-11-05
Kestra Private Wealth Services, LLC
DECREASED62,75862,900-1420%$1.9M$2.0M+$64.8K2026-11-06
Sumitomo Mitsui Trust Group, Inc.
INCREASED62,50053,400+9,100+17%$1.6M$2.0M+$343.3K2026-10-29
Sage Mountain Advisors LLC
UNCHANGED61,32061,32000%$1.9M$1.9M+$67.5K2026-11-02
Keybank National Association
UNCHANGED61,12761,12700%$1.8M$1.9M+$67.2K2026-11-04
Hurley Capital, LLC
INCREASED61,10759,105+2,002+3%$1.8M$1.9M+$127.6K2026-11-05
Hedges Asset Management LLC
UNCHANGED61,00061,00000%$1.8M$1.9M+$67.1K2026-10-29
Banque Pictet & CIE SA
UNCHANGED60,18260,18200%$1.8M$1.9M+$66.2K2026-10-16
Foster Dykema Cabot & Partners, LLC
DECREASED57,71757,942-2250%$1.7M$1.8M+$56.7K2026-10-30
Rossby Financial, LCC
DECREASED57,60059,600-2,000-3%$1.8M$1.8M+$3.0K2026-11-05
SMI Advisory Services, LLC
DECREASED56,71471,925-15,211-21%$2.3M$1.8M-$461.3K2026-10-13
NovaPoint Capital, LLC
DECREASED56,038100,763-44,725-44%$3.0M$1.8M-$1.3M2026-10-22
WIT Partners Advisory Pte. Ltd.
DECREASED55,8871,401,170-1,345,283-96%$42.3M$1.7M-$40.5M2026-10-16
Insight Wealth Partners, LLC
UNCHANGED54,47654,47600%$1.6M$1.7M+$59.9K2026-10-26
Verity Asset Management, Inc.
DECREASED54,44357,443-3,000-5%$1.7M$1.7M-$30.6K2026-10-30
TruNorth Capital Management, LLC
UNCHANGED53,49953,49900%$1.6M$1.7M+$58.8K2026-10-14
Rebalance, LLC
UNCHANGED52,26852,26800%$1.6M$1.6M+$57.5K2026-10-22
Security National Bank
UNCHANGED52,03852,03800%$1.6M$1.6M+$57.2K2026-10-26
Everest Financial Group LLC
NEW51,711—+51,711——$1.6M—2026-11-06
ADE, LLC
DECREASED51,46352,213-750-1%$1.6M$1.6M+$34.0K2026-10-29
Holos Integrated Wealth LLC
DECREASED50,70457,544-6,840-12%$1.8M$1.6M-$198.9K2026-10-23
SeaCrest Wealth Management, LLC
INCREASED50,67949,691+988+2%$1.5M$1.6M+$85.6K2026-10-21
IFP Advisors, Inc
INCREASED48,82545,615+3,210+7%$1.4M$1.5M+$150.6K2026-10-16
PKS Advisory Services, LLC
UNCHANGED48,77748,77700%$1.5M$1.5M$02026-10-26
Bailard, Inc.
DECREASED48,48497,366-48,882-50%$2.9M$1.5M-$1.4M2026-10-13
Euro Pacific Asset Management, LLC
INCREASED47,49546,655+840+2%$622$1.5M+$1.5M2026-11-03
180 Wealth Advisors, LLC
INCREASED47,40640,396+7,010+17%$1.2M$1.5M+$263.7K2026-11-03
Blueprint Financial Advisors LLC
DECREASED47,34054,593-7,253-13%$1.6M$1.5M-$166.8K2026-10-28
Blueprint Investment Partners LLC
DECREASED47,34054,593-7,253-13%$1.6M$1.5M-$166.8K2026-10-28
Baker Avenue Asset Management, LP
DECREASED47,25053,158-5,908-11%$1.6M$1.5M-$126.3K2026-11-06
Cypress Wealth Services, LLC
INCREASED44,95944,931+28+0%$1.4M$1.4M+$57.5K2026-10-21
Wedmont Private Capital
INCREASED44,19937,846+6,353+17%$1.2M$1.4M+$206.2K2026-10-09
Columbia Advisory Partners LLC
INCREASED43,41436,229+7,185+20%$1.1M$1.4M+$264.5K2026-10-15
LVM Capital Management LTD
UNCHANGED43,32543,32500%$1.3K$1.4M+$1.4M2026-10-20
Intrua Financial, LLC
INCREASED42,39626,713+15,683+59%$805.9K$1.3M+$519.8K2026-10-28
VestGen Advisors, LLC
INCREASED41,27440,662+612+2%$1.2M$1.3M+$63.9K2026-10-27
Flynn Zito Capital Management, LLC
UNCHANGED40,84140,84100%$1.2M$1.3M+$44.9K2026-11-04
Islay Capital Management, LLC
UNCHANGED40,16140,16100%$1.2M$1.3M+$44.2K2026-10-20
Arnhold LLC
UNCHANGED39,73639,73600%$1.2M$1.2M+$43.7K2026-10-26
Diesslin Group, Inc.
UNCHANGED39,59639,59600%$1.2M$1.2M+$43.6K2026-10-14
Beutel, Goodman & Co Ltd.
UNCHANGED39,50039,50000%$1.2M$1.2K-$1.2M2026-11-04
Beam Wealth Advisors, Inc.
INCREASED38,71438,158+556+1%$1.2M$1.2M+$59.4K2026-11-03
Park Avenue Securities LLC
INCREASED38,49036,285+2,205+6%$1.1M$1.2K-$1.1M2026-10-26
Avidian Wealth Enterprises, LLC
INCREASED37,88931,899+5,990+19%$962.4K$1.2M+$222.4K2026-10-08
Compass Financial Management LLC
DECREASED37,58837,628-400%$1.2M$1.2M+$14.2K2026-10-30
Lido Advisors, LLC
NEW37,321—+37,321——$1.2M—2026-11-04
Crown Wealth Group, LLC
DECREASED34,27635,982-1,706-5%$1.1M$1.1M-$13.8K2026-10-19
LFA - Lugano Financial Advisors SA
INCREASED33,55018,000+15,550+86%$543.2K$1.0M+$503.9K2026-11-03
Simplicity Wealth,LLC
DECREASED33,51834,877-1,359-4%$1.1M$1.0M-$4.1K2026-10-23
Merit Financial Group, LLC
INCREASED33,44531,113+2,332+8%$938.7K$1.0M+$107.1K2026-11-06
Truist Financial Corp
DECREASED32,60438,523-5,919-15%$1.2M$1.0M-$142.7K2026-10-30
AdvisorNet Financial, Inc
INCREASED32,12831,489+639+2%$950.0K$994.7K+$44.7K2026-10-15
Galvin, Gaustad & Stein, LLC
UNCHANGED32,04332,04300%$966.7K$1.0M+$35.2K2026-10-08
Insight Advisors, LLC/ PA
DECREASED31,80232,674-872-3%$985.8K$994.4K+$8.7K2026-10-22
Allworth Financial LP
INCREASED30,63816,153+14,485+90%$487.3K$924.3K+$437.0K2026-11-06
Magnus Financial Group LLC
UNCHANGED30,26130,26100%$913.0K$946.3K+$33.3K2026-10-21
Latitude Advisors, LLC
UNCHANGED30,21530,21500%$911.6K$944.8K+$33.2K2026-10-27
Surience Private Wealth LLC
INCREASED29,89327,882+2,011+7%$841.2K$934.8K+$93.6K2026-10-16
Kavar Capital Partners Group, LLC
UNCHANGED29,60029,60000%$893.0K$925.6K+$32.6K2026-11-06
Sowell Financial Services LLC
DECREASED29,13932,980-3,841-12%$995.0K$911.2K-$83.8K2026-10-23
Pettinga Financial Advisors LLC
DECREASED29,02530,007-982-3%$905.3K$907.6K+$2.3K2026-10-13
MGO One Seven LLC
INCREASED28,83422,547+6,287+28%$680.2K$901.6K+$221.4K2026-10-28
Ashton Thomas Private Wealth, LLC
INCREASED28,34422,357+5,987+27%$674.5K$886.3K+$211.8K2026-11-03
Fisher Asset Management, LLC
DECREASED27,99731,808-3,811-12%$959.6K$875.5K-$84.2K2026-11-06
BCS Wealth Management
DECREASED27,72928,115-386-1%$848.2K$867.1K+$18.9K2026-11-03
SP Asset Management LLC
NEW27,500—+27,500——$859.9K—2026-11-05
IPG Investment Advisors LLC
UNCHANGED27,06427,06400%$816.5K$846.3K+$29.8K2026-10-30
Bank of New York Mellon Corp
INCREASED26,54726,284+263+1%$793.0K$830.1K+$37.1K2026-11-05
Integrity Alliance, Llc.
INCREASED26,17710,639+15,538+146%$321.0K$818.6K+$497.6K2026-10-29
Davenport & Co LLC
DECREASED25,66279,264-53,602-68%$2.4M$802.5K-$1.6M2026-10-14
Millennium Capital Advisors, LLC
DECREASED24,98826,988-2,000-7%$814.2K$781.4K-$32.9K2026-10-16
Community Bank, N.A.
UNCHANGED24,65424,65400%$743.6K$770.9K+$27.4K2026-11-06
Wedbush Securities Inc
DECREASED24,47729,402-4,925-17%$887.0K$765-$886.2K2026-10-22
J2 Capital Management Inc
INCREASED24,33524,307+28+0%$733.3K$761.0K+$27.6K2026-10-19
Integrated Advisors Network LLC
DECREASED23,90028,446-4,546-16%$858.2K$747.3K-$110.9K2026-10-20
Independent Financial Group, LLC
INCREASED23,88619,275+4,611+24%$581.5K$746.9K+$165.4K2026-10-13
Fortitude Advisory Group L.L.C.
DECREASED23,23825,156-1,918-8%$759.0K$726.7K-$32.3K2026-10-15
Vise Technologies, Inc.
DECREASED22,68299,308-76,626-77%$3.0M$709.3K-$2.3M2026-10-29
Straight Path Wealth Management
INCREASED22,05021,050+1,000+5%$635.1K$689.5K+$54.4K2026-10-23
Peak Financial Management, Inc.
UNCHANGED22,00022,00000%$663.7K$687.9K+$24.2K2026-10-16
Spectrum Advisors, Inc.
UNCHANGED21,95021,95000%$662.2K$686.4K+$24.1K2026-11-03
Badgley Phelps Wealth Managers, LLC
DECREASED21,91022,702-792-3%$684.9K$685.1K+$2062026-10-22
Cobblestone Asset Management LLC
DECREASED21,47421,845-371-2%$659.1K$671.5K+$12.4K2026-10-13
S.A. Mason LLC
DECREASED21,08222,082-1,000-5%$666.2K$659.2K-$7.0K2026-10-13
Bokf, NA
UNCHANGED20,66620,66600%$623.5K$646.2K+$22.7K2026-10-27
LexAurum Advisors, LLC
DECREASED20,106170,117-150,011-88%$5.1M$628.7K-$4.5M2026-10-19
Orgel Wealth Management, LLC
UNCHANGED20,00020,00000%$603.4K$625.4K+$22.0K2026-10-14
Welch & Forbes LLC
UNCHANGED19,55019,55000%$589.8K$611.3K+$21.5K2026-11-04
Nadler Financial Group, Inc.
UNCHANGED18,79518,79500%$567.0K$587.7K+$20.7K2026-10-23
Fifth Third Bancorp
UNCHANGED18,71018,71000%$564.5K$585.1K+$20.6K2026-11-05
Lineweaver Wealth Advisors, LLC
UNCHANGED18,61518,61500%$561.6K$582.1K+$20.5K2026-10-13
Perigon Wealth Management, LLC
UNCHANGED18,38318,38300%$554.6K$574.8K+$20.2K2026-10-22
MKT Advisors LLC
UNCHANGED18,35018,35000%$569.0K$572.5K+$3.5K2026-10-20
Beacon Financial Group
UNCHANGED18,04018,04000%$544.3K$564.1K+$19.8K2026-10-19
Harmony Asset Management LLC
INCREASED17,67111,579+6,092+53%$349.3K$552.6K+$203.2K2026-10-20
Armstrong Advisory Group, Inc
UNCHANGED17,59117,59100%$530.7K$550.1K+$19.4K2026-10-09
Tectonic Advisors LLC
DECREASED17,35218,625-1,273-7%$561.9K$542.6K-$19.3K2026-10-22
Founders Financial Securities LLC
INCREASED17,20417,163+41+0%$517.8K$538.0K+$20.2K2026-10-28
Arcadia Wealth Management, LLC
UNCHANGED17,15417,15400%$517.5K$536.4K+$18.9K2026-10-22
Apollon Financial, LLC
UNCHANGED16,96316,96300%$511.8K$530.4K+$18.7K2026-10-23
SpringVest Wealth Management LLC
INCREASED16,92916,814+115+1%$507.3K$529.4K+$22.1K2026-10-27
Rockport Wealth LLC
INCREASED16,76515,615+1,150+7%$471.1K$524.2K+$53.1K2026-11-03
Capital Investment Advisors, LLC
UNCHANGED16,27016,27000%$490.9K$508.8K+$17.9K2026-10-22
Veracity Capital LLC
INCREASED16,15016,086+64+0%$485.3K$505.0K+$19.7K2026-10-08
Prime Capital Investment Advisors, LLC
INCREASED15,9377,487+8,450+113%$225.9K$498.4K+$272.5K2026-10-20
Invariant Investment Management
UNCHANGED15,87515,87500%$498.6K$495.5K-$3.2K2026-10-08
apricus wealth, LLC
UNCHANGED15,70015,70000%$473.7K$490.9K+$17.3K2026-10-26
Cannon Financial Strategists, Inc.
UNCHANGED15,32715,32700%$462.4K$479.3K+$16.9K2026-10-19
Financial Enhancement Group LLC
DECREASED15,14015,191-510%$458.3K$468.7K+$10.4K2026-10-08
Family Capital Trust Co
UNCHANGED15,03015,03000%$453.3K$470.0K+$16.7K2026-10-22
Focus Financial Network, Inc.
INCREASED15,00014,891+109+1%$449.3K$469.1K+$19.8K2026-10-14
Signaturefd, LLC
UNCHANGED15,00015,00000%$452.6K$469.1K+$16.5K2026-10-23
Synergy Asset Management, LLC
DECREASED14,99515,670-675-4%$472.8K$468.9K-$3.9K2026-11-05
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED14,85014,85000%$450.1K$466.6K+$16.5K2026-10-29
Clay Northam Wealth Management, LLC
NEW14,643—+14,643——$457.9K—2026-10-13
Breakwater Capital Group
NEW14,566—+14,566——$455.5K—2026-10-09
Baker Ellis Asset Management LLC
DECREASED14,50015,000-500-3%$452.6K$453.4K+$8652026-10-14
Burton Enright Welch
UNCHANGED14,07114,07100%$424.5K$440.0K+$15.5K2026-11-04
Sapient Capital LLC
UNCHANGED13,88913,88900%$419.0K$434.3K+$15.3K2026-10-08
Uhlmann Price Securities, LLC
UNCHANGED13,88113,88100%$418.8K$434.1K+$15.3K2026-11-03
Koshinski Asset Management, Inc.
INCREASED13,86413,764+100+1%$415.3K$433.5K+$18.3K2026-10-29
Savant Capital, LLC
DECREASED13,74620,296-6,550-32%$655.1K$429.9K-$225.3K2026-11-06
Wealth Alliance Advisory Group, LLC
UNCHANGED13,28913,28900%$400.9K$415.5K+$14.6K2026-10-14
RIA Advisory Group LLC
DECREASED13,24024,261-11,021-45%$732.0K$414.0K-$317.9K2026-10-15
KCM Investment Advisors LLC
NEW13,118—+13,118——$410.2K—2026-10-27
Soltis Investment Advisors LLC
DECREASED12,65413,430-776-6%$405.2K$395.7K-$9.5K2026-10-28
AlphaStar Capital Management, LLC
DECREASED12,62514,892-2,267-15%$449.3K$394.8K-$54.5K2026-10-16
Nations Financial Group Inc,
UNCHANGED12,51912,51900%$377.7K$391.5K+$13.8K2026-11-05
Hoey Investments, Inc
INCREASED12,50011,000+1,500+14%$331.9K$390.9K+$59.0K2026-10-29
Oliver Luxxe Assets LLC
UNCHANGED12,49512,49500%$377.0K$390.7K+$13.7K2026-10-14
55 North Private Wealth, LLC
UNCHANGED12,26212,26200%$369.9K$383.4K+$13.5K2026-10-20
CWA Asset Management Group, LLC
UNCHANGED12,08712,08700%$364.7K$378.0K+$13.3K2026-10-19
Capital Asset Advisory Services LLC
UNCHANGED11,62111,62100%$350.6K$353.2K+$2.6K2026-10-30
Clear Harbor Asset Management, LLC
INCREASED11,6199,119+2,500+27%$275.1K$363.3K+$88.2K2026-11-05
Forza Wealth Management, LLC
UNCHANGED11,61311,61300%$350.4K$363.1K+$12.8K2026-10-20
Diligent Investors, LLC
INCREASED11,48510,485+1,000+10%$316.3K$359.1K+$42.8K2026-10-21
Atria Investments, Inc
DECREASED11,44512,254-809-7%$369.7K$357.9K-$11.8K2026-10-15
HBK Sorce Advisory LLC
DECREASED10,98612,273-1,287-10%$394.3K$339.9K-$54.4K2026-11-06
B. Riley Wealth Advisors, Inc.
INCREASED10,94810,458+490+5%$316.6K$342.3K+$25.8K2026-10-13
Princeton Global Asset Management LLC
UNCHANGED10,80010,80000%$325.8K$337.7K+$11.9K2026-10-21
Stillwater Wealth Management Group
UNCHANGED10,80010,80000%$325.8K$337.7K+$11.9K2026-10-21
Modera Wealth Management, LLC
UNCHANGED10,77610,77600%$325.1K$337.0K+$11.9K2026-10-28
Beacon Financial Advisory LLC
DECREASED10,75111,027-276-2%$332.7K$336.2K+$3.5K2026-10-16
Almanack Investment Partners, Llc.
UNCHANGED10,59410,59400%$319.6K$331.3K+$11.7K2026-11-03
WealthBridge Capital Management, LLC
INCREASED10,47910,297+182+2%$310.7K$327.7K+$17.0K2026-10-16
International Assets Investment Management, LLC
INCREASED10,3009,716+584+6%$295.1K$323.8K+$28.8K2026-11-02
Investment Partners Asset Management, Inc.
UNCHANGED10,25410,25400%$309.4K$320.6K+$11.3K2026-10-09
Capital City Trust Co
UNCHANGED10,25010,25000%$309.2K$320.5K+$11.3K2026-10-22
Carnegie Lake Advisors LLC
UNCHANGED10,20010,20000%$307.7K$319.0K+$11.2K2026-11-06
Secure Asset Management, LLC
UNCHANGED10,16710,16700%$306.7K$317.9K+$11.2K2026-10-19
Littlejohn Financial Services, Inc.
DECREASED10,00021,060-11,060-53%$635.4K$312.7K-$322.7K2026-11-06
Clientfirst Wealth Management, LLC
UNCHANGED10,00010,00000%$301.7K$312.7K+$11.0K2026-11-04
Investors Asset Management of Georgia Inc
UNCHANGED10,00010,00000%$301.7K$312.7K+$11.0K2026-10-20
Mendota Financial Group, LLC
UNCHANGED10,00010,00000%$301.7K$312.7K+$11.0K2026-10-07
O'Domhnaill Enterprises, Inc.
NEW9,954—+9,954——$311.3K—2026-10-29
Wealth Dimensions Group, Ltd.
UNCHANGED9,5009,50000%$286.6K$297.1K+$10.5K2026-11-02
OAK Family Advisors, LLC
INCREASED9,4099,373+36+0%$282.8K$294.2K+$11.4K2026-10-19
Plan Group Financial, LLC
UNCHANGED9,0009,00000%$271.5K$280.1K+$8.6K2026-10-22
Harbor Investment Advisory, LLC
UNCHANGED8,9408,94000%$269.7K$279.6K+$9.8K2026-10-13
HB Wealth Management, LLC
INCREASED8,8848,084+800+10%$243.9K$277.8K+$33.9K2026-10-23
Total Clarity Wealth Management, Inc.
INCREASED8,8287,960+868+11%$240.2K$276.1K+$35.9K2026-10-26
Pecaut & Co.
UNCHANGED8,7008,70000%$262.5K$272.0K+$9.6K2026-10-27
Allen Capital Group, LLC
UNCHANGED8,6588,65800%$261.2K$270.7K+$9.5K2026-10-27
Asset Advisors Investment Management, LLC
UNCHANGED8,6008,60000%$259.5K$268.9K+$9.5K2026-10-19
Ulrich Consultants & Investment Group, LLC
NEW8,500—+8,500——$265.8K—2026-10-13
Live Oak Private Wealth LLC
UNCHANGED8,2958,29500%$250.3K$259.4K+$9.1K2026-11-02
Accurate Wealth Management, LLC
DECREASED8,2358,595-360-4%$266.4K$258.8K-$7.5K2026-10-20
Avior Wealth Management, LLC
UNCHANGED8,2328,23200%$248.4K$257.4K+$9.1K2026-10-13
Forum Financial Management, LP
DECREASED8,0798,169-90-1%$246.5K$252.6K+$6.2K2026-10-16
Robinson Smith Wealth Advisors LLC
UNCHANGED8,0008,00000%$241.4K$250.2K+$8.8K2026-10-22
Uniting Wealth Partners, LLC
UNCHANGED8,0008,00000%$241.4K$250.2K+$8.8K2026-11-06
Anchyra Partners LLC
UNCHANGED8,0008,00000%$241.4K$250.2K+$8.8K2026-10-13
Unique Wealth, LLC
DECREASED7,87528,675-20,800-73%$865.1K$246.3K-$618.9K2026-10-16
Ledyard National Bank
DECREASED7,8238,124-301-4%$245.1K$244.6K-$4762026-10-21
Box Hill Private Wealth LLC
UNCHANGED7,7507,75000%$233.8K$242.3K+$8.5K2026-10-05
Professional Advisory Services Inc
UNCHANGED7,7007,70000%$232$241+$92026-10-08
Sigma Planning Corp
DECREASED7,6057,675-70-1%$231.6K$237.8K+$6.3K2026-10-23
Spectrum Planning & Advisory Services Inc.
DECREASED7,5558,650-1,095-13%$261.0K$236.2K-$24.7K2026-11-05
Willis Johnson Wealth, Inc.
DECREASED7,5439,823-2,280-23%$296.4K$235.9K-$60.5K2026-11-03
Towneley Capital Management, Inc / de
UNCHANGED7,5107,51000%$226.6K$234.8K+$8.3K2026-10-09
Forvis Mazars Wealth Advisors, LLC
UNCHANGED7,4927,49200%$226.0K$234.3K+$8.2K2026-10-13
Manchester Financial Inc
UNCHANGED7,3607,36000%$222.1K$230.1K+$8.1K2026-10-15
Bison Wealth, LLC
NEW7,252—+7,252——$228.3K—2026-10-13
Total Investment Management Inc
UNCHANGED7,1917,19100%$220.0K$224.9K+$4.9K2026-10-22
Redhawk Wealth Advisors, Inc.
INCREASED7,1907,019+171+2%$211.8K$224.8K+$13.1K2026-10-14
Trueblood Wealth Management, LLC
NEW7,000—+7,000——$218.9K—2026-10-23
CoreCap Advisors, LLC
DECREASED6,9068,745-1,839-21%$263.8K$216.0K-$47.9K2026-10-08
Meredith Wealth Planning
UNCHANGED6,8906,89000%$207.9K$215.5K+$7.6K2026-10-14
BLB&B Advisors, LLC
DECREASED6,8838,095-1,212-15%$244.2K$215.2K-$29.0K2026-10-27
Cannon Advisors, Inc.
DECREASED6,7887,817-1,029-13%$239.0K$213.3K-$25.7K2026-10-14
Woodmont Investment Counsel LLC
DECREASED6,7728,050-1,278-16%$242.9K$211.8K-$31.1K2026-10-29
Willow Creek Wealth Management Inc.
UNCHANGED6,6806,68000%$201.5K$208.9K+$7.3K2026-10-26
Patten & Patten Inc
NEW6,630—+6,630——$207.3K—2026-10-26
J. Derek Lewis & Associates Inc.
NEW6,600—+6,600——$206.4K—2026-11-03
Tennessee Valley Asset Management Partners
NEW6,600—+6,600——$206.4K—2026-11-03
AlphaCore Capital LLC
NEW6,543—+6,543——$204.6K—2026-11-04
Thrivent Financial for Lutherans
NEW6,536—+6,536——$204—2026-11-05
Wilmington Savings Fund Society, FSB
UNCHANGED6,5006,50000%$196.1K$203.3K+$7.2K2026-10-23
Sun Group Wealth Partners
NEW6,412—+6,412——$200.5K—2026-10-26
Community Financial Services Group, LLC
INCREASED6,1205,420+700+13%$164.6K$192.4K+$27.8K2026-10-15
Birchwood Financial Partners, Inc.
DECREASED5,6795,957-278-5%$179.7K$177.6K-$2.1K2026-11-02
Arlington Trust Co LLC
UNCHANGED5,2065,20600%$157.1K$162.8K+$5.7K2026-10-20
MTM Investment Management, LLC
UNCHANGED5,2005,20000%$156.9K$162.6K+$5.7K2026-10-30
Private Trust Co NA
UNCHANGED5,0005,00000%$150.9K$156.4K+$5.5K2026-10-20
Bulwark Capital Corp
UNCHANGED4,7824,78200%$144.3K$149.5K+$5.3K2026-10-13
Pacific Center for Financial Services
UNCHANGED4,7054,70500%$142.0K$147.1K+$5.2K2026-10-15
Evermay Wealth Management LLC
UNCHANGED3,9063,90600%$117.8K$122.1K+$4.3K2026-11-05
Caldwell Trust Co
DECREASED3,4843,485-10%$105.1K$108.9K+$3.8K2026-10-30
Madden Securities Corp
NEW3,080—+3,080——$96.3K—2026-10-27
Salomon & Ludwin, LLC
DECREASED3,0543,059-50%$92.8K$95.5K+$2.7K2026-10-29
Blue Trust, Inc.
DECREASED2,6764,216-1,540-37%$127.2K$83.7K-$43.5K2026-10-15
1620 Investment Advisors, Inc.
UNCHANGED2,6222,62200%$79.1K$82.0K+$2.9K2026-11-04
Plante Moran Financial Advisors, LLC
UNCHANGED2,4782,47800%$74.8K$77.5K+$2.7K2026-11-04
Halbert Hargrove Global Advisors, LLC
UNCHANGED2,4002,40000%$72.4K$75.0K+$2.6K2026-10-16
Main Street Group, LTD
INCREASED2,3151,530+785+51%$46.2K$72.4K+$26.2K2026-10-28
Lanark Financial, Inc.
UNCHANGED2,2252,22500%$67.1K$69.6K+$2.4K2026-10-26
Wilkerson Advisory Group LLC
UNCHANGED2,1982,19800%$66.3K$68.7K+$2.4K2026-10-20
Pinnacle Wealth Planning Services, Inc.
UNCHANGED2,1772,17700%$65.7K$68.1K+$2.4K2026-10-27
DiNuzzo Private Wealth, Inc.
UNCHANGED2,1352,13500%$64.4K$66.8K+$2.3K2026-10-16
Compagnie Lombard Odier SCmA
NEW2,000—+2,000——$64.8K—2026-11-04
US Bancorp \de\
DECREASED1,8091,874-65-3%$56.5K$56.6K+$282026-11-05
Chilton Capital Management LLC
UNCHANGED1,7011,70100%$51.3K$53.2K+$1.9K2026-10-28
Assetmark, Inc
UNCHANGED1,6091,60900%$48.5K$50.3K+$1.8K2026-10-21
Tradewinds Capital Management, LLC
INCREASED1,6061,088+518+48%$32.8K$50.2K+$17.4K2026-10-23
Concord Wealth Partners
UNCHANGED1,6001,60000%$48.3K$50.0K+$1.8K2026-11-02
Financial Management Professionals, Inc.
INCREASED1,5501,300+250+19%$39.2K$48.5K+$9.2K2026-10-23
Strategic Advocates LLC
UNCHANGED1,4441,44400%$43.6K$45.2K+$1.6K2026-11-03
Eastern Bank
UNCHANGED1,4341,43400%$43.3K$44.8K+$1.6K2026-10-05
Spire Wealth Management
UNCHANGED1,3771,37700%$41.5K$43.1K+$1.5K2026-10-30
Oakworth Capital, Inc.
UNCHANGED1,3381,33800%$40.4K$41.8K+$1.5K2026-10-26
Highline Wealth Partners LLC
INCREASED1,2931,162+131+11%$35.1K$40.4K+$5.4K2026-10-19
Creative Financial Designs Inc
UNCHANGED1,2251,22500%$37.0K$38.3K+$1.3K2026-11-04
Center for Financial Planning, Inc.
NEW1,150—+1,150——$36.0K—2026-10-26
Gen-Wealth Partners Inc
UNCHANGED1,0371,03700%$31.3K$32.4K+$1.1K2026-11-04
Citigroup Inc
NEW1,013—+1,013——$31.7K—2026-11-04
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED1,0081,00800%$30.4K$31.5K+$1.1K2026-10-23
Gables Capital Management Inc.
UNCHANGED1,0001,00000%$30.2K$31.3K+$1.1K2026-11-04
Manchester Capital Management LLC
UNCHANGED1,0001,00000%$30.2K$31.3K+$1.1K2026-10-22
Toth Financial Advisory Corp
UNCHANGED90390300%$27.2K$28.2K+$9932026-10-08
Mather Group, Llc.
UNCHANGED89789700%$27.1K$28.0K+$9872026-10-14
Jnba Financial Advisors
UNCHANGED88388300%$26.6K$27.6K+$9712026-11-03
Balance Wealth Partners LLC
NEW864—+864——$27.0K—2026-10-27
Bank of New Hampshire
UNCHANGED80080000%$24.1K$25.0K+$8802026-10-06
Bank & Trust Co
UNCHANGED73673600%$22.2K$23.0K+$8102026-10-07
Costello Asset Management, Inc
UNCHANGED60060000%$18.1K$18.8K+$6602026-10-30
Trust Co
DECREASED5991,099-500-45%$33.2K$18.7K-$14.4K2026-10-09
Evolution Wealth Management Inc.
UNCHANGED57257200%$17.3K$17.9K+$6292026-10-28
Roxbury Financial LLC
UNCHANGED54454400%$16.4K$17.0K+$5992026-10-01
Asset Dedication, LLC
NEW500—+500——$15.6K—2026-11-03
McCarley & Cook Financial Planners
NEW500—+500——$15.6K—2026-10-21
Pacifica Partners Inc.
UNCHANGED50050000%$15.5K$15.6K+$1512026-10-09
Laurel Wealth Advisors LLC
NEW441—+441——$13.8K—2026-10-27
Intelligent Financial Strategies
DECREASED3531,518-1,165-77%$45.8K$11.0K-$34.8K2026-10-16
Parkside Financial Bank & Trust
UNCHANGED35035000%$10.6K$10.9K+$3852026-10-27
Markowski Investments
UNCHANGED30030000%$9.1K$9.4K+$3302026-10-30
Financial Consulate, Inc
DECREASED287387-100-26%$11.7K$9.0K-$2.7K2026-10-23
Physician Wealth Advisors, Inc.
UNCHANGED28728700%$8.7K$9.0K+$3162026-10-20
Contravisory Investment Management, Inc.
UNCHANGED26426400%$8.0K$8.3K+$2902026-10-13
Birchbrook, Inc.
UNCHANGED25225200%$7.6K$7.9K+$2782026-10-14
Bfsg, LLC
UNCHANGED25025000%$7.5K$7.8K+$2752026-10-30
Abound Wealth Management
NEW200—+200——$6.3K—2026-10-26
Blue Bell Private Wealth Management, LLC
UNCHANGED19219200%$5.8K$6.0K+$2112026-10-29
DecisionPoint Financial, LLC
UNCHANGED13913900%$4.2K$4.4K+$1492026-10-27
Morton Brown Family Wealth, LLC
UNCHANGED11611600%$3.5K$3.6K+$1272026-10-23
American Capital Advisory, LLC
UNCHANGED747400%$2.2K$2.3K+$812026-10-28
Strengthening Families & Communities, LLC
UNCHANGED707000%$2.1K$2.2K+$772026-10-21
MH & Associates Securities Management Corp
UNCHANGED505000%$999$999$02026-10-30
Triumph Capital Management
UNCHANGED505000%$1.5K$1.6K+$562026-10-14
3Edge Asset Management, LP
CLOSED01,046,369-1,046,369-100%$31.6M$0-$31.6M2026-10-30
Compound Planning, Inc.
CLOSED056,181-56,181-100%$1.7M$0-$1.7M2026-11-05
True North Advisors, LLC
CLOSED029,049-29,049-100%$876.4K$0-$876.4K2026-10-22
Axxcess Wealth Management, LLC
CLOSED026,980-26,980-100%$814.0K$0-$814.0K2026-10-21
Fairway Wealth LLC
CLOSED011,111-11,111-100%$335.2K$0-$335.2K2026-10-30
Crusonia Wealth Advisors LLC
CLOSED010,949-10,949-100%$330.3K$0-$330.3K2026-10-26
BCV Asset Management Inc.
CLOSED09,377-9,377-100%$284.2K$0-$284.2K2026-11-06
Summit Financial Wealth Advisors, LLC
CLOSED08,000-8,000-100%$241.4K$0-$241.4K2026-10-15
McAdam, LLC
CLOSED07,697-7,697-100%$232.2K$0-$232.2K2026-10-21
Joseph P. Lucia & Associates, LLC
CLOSED06,855-6,855-100%$206.8K$0-$206.8K2026-10-30
Summit Financial Strategies, Inc.
CLOSED06,692-6,692-100%$201.9K$0-$201.9K2026-10-14
Evergreen Private Wealth LLC
CLOSED05,400-5,400-100%$162.9K$0-$162.9K2026-10-30
First Command Advisory Services, Inc.
CLOSED02,812-2,812-100%$84.8K$0-$84.8K2026-11-05
Bellecapital International Ltd.
CLOSED02,600-2,600-100%$78.4K$0-$78.4K2026-10-21
Atlatl Advisers LLC
CLOSED01,285-1,285-100%$38.8K$0-$38.8K2026-10-22
Private Wealth Management Group, LLC
CLOSED0728-728-100%$22.0K$0-$22.0K2026-10-19
Signature Resources Capital Management, LLC
CLOSED0123-123-100%$3.7K$0-$3.7K2026-10-16
MCF Advisors LLC
CLOSED075-75-100%$2.3K$0-$2.3K2026-10-28
Key FInancial Inc
CLOSED046-46-100%$1.4K$0-$1.4K2026-11-02
Simplex Trading, LLC
CLOSED031-31-100%$935$0-$9352026-11-04
Royal Bank of Canada
N/A—9,287,092-9,287,092-100%$280.2M———
Federation des caisses Desjardins du Quebec
N/A—5,889,428-5,889,428-100%$177.2M———
Morgan Stanley
N/A—5,242,209-5,242,209-100%$158.2M———
Heritage Wealth Advisors
N/A—4,706,640-4,706,640-100%$142.0M———
Jupiter Asset Management LTD
N/A—3,426,260-3,426,260-100%$103.8M———
Captrust Financial Advisors
N/A—2,536,730-2,536,730-100%$76.5M———
Bleakley Financial Group, LLC
N/A—2,234,144-2,234,144-100%$67.4M———
Sprott Inc.
N/A—2,054,043-2,054,043-100%$62.0M———
Raymond James Financial Inc
N/A—1,976,995-1,976,995-100%$59.6M———
Envestnet Asset Management Inc
N/A—1,711,864-1,711,864-100%$51.6M———
Wells Fargo & Company
N/A—1,680,632-1,680,632-100%$50.7M———
Cetera Investment Advisers
N/A—1,658,246-1,658,246-100%$50.0M———
SouthState Bank Corp
N/A—1,651,138-1,651,138-100%$49.8M———
Weiss Asset Management LP
N/A—1,611,647-1,611,647-100%$48.6M———
Goldman Sachs Group Inc
N/A—1,525,066-1,525,066-100%$46.0M———
Beacon Pointe Advisors, LLC
N/A—1,510,702-1,510,702-100%$45.6M———
HighTower Advisors, LLC
N/A—1,397,071-1,397,071-100%$42.1M———
Northwestern Mutual Wealth Management Co
N/A—1,352,007-1,352,007-100%$40.8M———
Osaic Holdings, Inc.
N/A—1,135,838-1,135,838-100%$34.3M———
JPMorgan Chase & Co
N/A—1,109,628-1,109,628-100%$33.6M———
Susquehanna International Group, LLP
N/A—904,630-904,630-100%$27.3M———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—845,580-845,580-100%$25.5M———
VAN DEN Berg Management I, Inc
N/A—829,987-829,987-100%$25.0M———
Bank of America Corp
N/A—818,688-818,688-100%$24.7M———
CIBC World Market Inc.
N/A—811,023-811,023-100%$24.5M———
Tidal Investments LLC
N/A—774,770-774,770-100%$23.4M———
Bank of Montreal
N/A—773,714-773,714-100%$23.3M———
Stifel Financial Corp
N/A—764,656-764,656-100%$23.1M———
Basepoint Wealth LLC
N/A—730,965-730,965-100%$22.1M———
Jane Street Group, LLC
N/A—724,931-724,931-100%$21.9M———
Integrated Wealth Concepts LLC
N/A—647,375-647,375-100%$19.5M———
Leavell Investment Management, Inc.
N/A—623,701-623,701-100%$18.8M———
Cannell & Spears LLC
N/A—617,290-617,290-100%$18.6M———
Marex Group Ltd
N/A—613,413-613,413-100%$18.5M———
Private Advisor Group, LLC
N/A—583,775-583,775-100%$17.6M———
Kingsview Wealth Management, LLC
N/A—578,626-578,626-100%$17.5M———
Fidelis Capital Partners, LLC
N/A—543,915-543,915-100%$16.4M———
National Bank of Canada
N/A—522,965-522,965-100%$15.6M———
Laird Norton Wetherby Trust Company, LLC
N/A—496,231-496,231-100%$15.0M———
K.J. Harrison & Partners Inc
N/A—492,118-492,118-100%$14.8M———
Johnson Investment Counsel Inc
N/A—477,408-477,408-100%$14.4M———
Sanctuary Advisors, LLC
N/A—475,285-475,285-100%$14.3M———
Baird Financial Group, Inc.
N/A—468,513-468,513-100%$14.1M———
Mountain Lake Investment Management LLC
N/A—456,819-456,819-100%$13.8M———
Essex Financial Services, Inc.
N/A—407,507-407,507-100%$12.3M———
Global Endowment Management, LP
N/A—396,000-396,000-100%$11.9M———
Harbour Wealth Management Group, Inc.
N/A—388,111-388,111-100%$11.7M———
Knoll Capital Management, LLC
N/A—387,055-387,055-100%$11.7M———
Transcend Capital Advisors, LLC
N/A—376,280-376,280-100%$11.4M———
Scotia Capital Inc.
N/A—374,791-374,791-100%$11.7M———
Summit Financial, LLC
N/A—360,966-360,966-100%$10.9M———
Ancora Advisors LLCA
N/A—347,907-347,907-100%$10.5M———
Kera Capital Partners, Inc.
N/A—345,748-345,748-100%$10.4M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—342,711-342,711-100%$10.3M———
Ameritas Advisory Services, LLC
N/A—335,233-335,233-100%$10.1M———
MAI Capital Management
N/A—329,709-329,709-100%$9.9M———
Advisory Services Network, LLC
N/A—328,219-328,219-100%$9.9M———
Insigneo Advisory Services, LLC
N/A—309,862-309,862-100%$9.3M———
Janney Montgomery Scott LLC
N/A—294,052-294,052-100%$8.9M———
Proactive Wealth Strategies LLC
N/A—287,086-287,086-100%$8.7M———
Foundations Investment Advisors, LLC
N/A—276,021-276,021-100%$8.3M———
Ausdal Financial Partners, Inc.
N/A—267,799-267,799-100%$8.1M———
Dakota Wealth Management
N/A—265,379-265,379-100%$8.0M———
Courage Capital Management LLC
N/A—264,500-264,500-100%$8.0M———
PFG Investments, LLC
N/A—255,745-255,745-100%$7.7M———
Mercer Global Advisors Inc
N/A—251,623-251,623-100%$7.6M———
ArchPoint Investors
N/A—249,200-249,200-100%$7.5M———
Blair William & Co
N/A—240,543-240,543-100%$7.3M———
World Investment Advisors
N/A—234,493-234,493-100%$8.3M———
NewEdge Wealth, LLC
N/A—234,115-234,115-100%$7.1M———
Mariner, LLC
N/A—233,622-233,622-100%$7.0M———
Steward Partners Investment Advisory, LLC
N/A—225,504-225,504-100%$6.8M———
Oberndorf William E
N/A—224,439-224,439-100%$6.8M———
Silvercrest Asset Management Group LLC
N/A—222,113-222,113-100%$6.7M———
Eaton Financial Holdings Company, LLC
N/A—218,561-218,561-100%$6.6M———
XTX Topco Ltd
N/A—215,362-215,362-100%$6.5M———
AQR Capital Management LLC
N/A—204,736-204,736-100%$6.2M———
Palumbo Wealth Management LLC
N/A—201,527-201,527-100%$6.1M———
Basecamp Wealth Advisors LLC
N/A—201,458-201,458-100%$6.1M———
Alongside, LLC
N/A—195,849-195,849-100%$5.9M———
49 Wealth Management, LLC
N/A—195,849-195,849-100%$5.9M———
Geneos Wealth Management Inc.
N/A—186,947-186,947-100%$5.6M———
Rothschild Wealth LLC
N/A—186,625-186,625-100%$5.6M———
Brown Brothers Harriman & Co
N/A—184,501-184,501-100%$5.6M———
Pasadena Private Wealth, LLC
N/A—182,356-182,356-100%$5.5M———
Manatuck Hill Partners, LLC
N/A—175,000-175,000-100%$5.3M———
Empire Financial Management Company, LLC
N/A—167,721-167,721-100%$5.1M———
Stratos Wealth Partners, Ltd.
N/A—167,225-167,225-100%$5.0M———
Gladstone Institutional Advisory LLC
N/A—163,844-163,844-100%$4.9M———
M. Kulyk & Associates, LLC
N/A—153,681-153,681-100%$4.6M———
Capital Group Private Client Services, Inc.
N/A—140,091-140,091-100%$4.2M———
Red Door Wealth Management, LLC
N/A—130,322-130,322-100%$3.9M———
Pine Valley Investments Ltd Liability Co
N/A—127,327-127,327-100%$3.8M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—120,947-120,947-100%$3.6M———
Cauble & Harre Wealth Management, Inc.
N/A—116,587-116,587-100%$3.5M———
Bruce G. Allen Investments, LLC
N/A—114,835-114,835-100%$3.5M———
Rockefeller Capital Management L.P.
N/A—112,587-112,587-100%$3.4M———
AlTi Global, Inc.
N/A—112,220-112,220-100%$3.5M———
Belpointe Asset Management LLC
N/A—111,255-111,255-100%$3.4M———
IFC Advisors LLC
N/A—111,110-111,110-100%$3.4M———
Farringdon Capital, Ltd.
N/A—110,704-110,704-100%$3.3M———
Stephens Inc
N/A—110,221-110,221-100%$3.3M———
Quantinno Capital Management LP
N/A—107,725-107,725-100%$3.3M———
Harbour Investments, Inc.
N/A—107,453-107,453-100%$3.2M———
Freestone Capital Holdings, LLC
N/A—104,472-104,472-100%$3.2M———
Fiduciary Trust Co
N/A—103,625-103,625-100%$3.1M———
Guardian Wealth Advisors, LLC / NC
N/A—99,431-99,431-100%$3.0M———
Cypress Capital Management LLC (WY)
N/A—96,239-96,239-100%$2.9M———
Sonoma Private Wealth LLC
N/A—95,614-95,614-100%$2.9M———
Proficio Capital Partners LLC
N/A—89,840-89,840-100%$2.7M———
AE Wealth Management LLC
N/A—88,178-88,178-100%$2.7M———
Hollencrest Capital Management
N/A—87,633-87,633-100%$2.6M———
Spirepoint Private Client, LLC
N/A—87,370-87,370-100%$2.6M———
IHT Wealth Management, LLC
N/A—85,749-85,749-100%$2.6M———
HRT Financial LP
N/A—83,623-83,623-100%$2.5M———
HC Advisors, LLC
N/A—81,666-81,666-100%$2.5M———
NewEdge Advisors, LLC
N/A—79,141-79,141-100%$2.4M———
City National Bank of Florida
N/A—79,023-79,023-100%$2.4M———
CreativeOne Wealth, LLC
N/A—78,168-78,168-100%$2.4M———
Jump Financial, LLC
N/A—76,774-76,774-100%$2.3M———
Wealth Management Associates, Inc.
N/A—75,124-75,124-100%$2.3M———
Matrix Private Capital Group LLC
N/A—73,826-73,826-100%$2.2M———
Beaird Harris Wealth Management, LLC
N/A—73,029-73,029-100%$2.2M———
MML Investors Services, LLC
N/A—72,016-72,016-100%$2.2M———
Great Valley Advisor Group, Inc.
N/A—68,532-68,532-100%$2.1M———
UBS Group AG
N/A—67,507-67,507-100%$2.0M———
Aptus Capital Advisors, LLC
N/A—66,813-66,813-100%$2.0M———
St. James Investment Company, LLC
N/A—62,280-62,280-100%$1.9M———
Cerity Partners LLC
N/A—61,432-61,432-100%$1.9M———
Flow Traders U.S. LLC
N/A—61,086-61,086-100%$1.8M———
Avenir Corp
N/A—60,310-60,310-100%$1.8M———
VanWeelden Wealth Management, LLC
N/A—59,100-59,100-100%$1.8M———
Two Sigma Securities, LLC
N/A—58,466-58,466-100%$1.8M———
FLP Wealth Management, LLC
N/A—57,136-57,136-100%$1.7M———
CIBC Bancorp USA Inc.
N/A—56,264-56,264-100%$1.7M———
Claret Asset Management Corp
N/A—55,645-55,645-100%$1.7M———
Waverly Advisors, LLC
N/A—55,097-55,097-100%$1.7M———
EP Wealth Advisors, LLC
N/A—53,527-53,527-100%$1.6M———
L2 Asset Management, LLC
N/A—51,899-51,899-100%$1.6M———
Independent Family Office, LLC
N/A—51,316-51,316-100%$1.5M———
Arkos Global Advisors
N/A—51,283-51,283-100%$1.5M———
FAS Wealth Partners, Inc.
N/A—50,345-50,345-100%$1.5M———
Waddell & Associates, LLC
N/A—50,326-50,326-100%$1.5M———
GTS Securities LLC
N/A—50,000-50,000-100%$1.5M———
Fort Point Capital Partners LLC
N/A—50,000-50,000-100%$1.5M———
Commerce Bank
N/A—49,724-49,724-100%$1.5M———
Nwam LLC
N/A—46,959-46,959-100%$1.4M———
Financial Sense Advisors, Inc.
N/A—46,621-46,621-100%$1.4M———
Focus Partners Wealth
N/A—46,608-46,608-100%$1.4M———
Lane Generational LLC
N/A—45,858-45,858-100%$1.4M———
Brookwood Investment Group LLC
N/A—43,309-43,309-100%$1.3M———
Cozad Asset Management Inc
N/A—43,103-43,103-100%$1.3M———
Cresset Asset Management, LLC
N/A—43,099-43,099-100%$1.3M———
Gateway Wealth Partners, LLC
N/A—42,965-42,965-100%$1.3M———
Fielder Capital Group LLC
N/A—42,207-42,207-100%$1.3M———
Rehmann Capital Advisory Group
N/A—41,954-41,954-100%$1.3M———
M&T Bank Corp
N/A—41,891-41,891-100%$1.3M———
Sandy Cove Advisors, LLC
N/A—41,801-41,801-100%$1.3M———
Oxbow Advisors, LLC
N/A—41,283-41,283-100%$1.2M———
Keel Point, LLC
N/A—40,968-40,968-100%$1.2M———
Benjamin Edwards Inc
N/A—37,660-37,660-100%$1.1M———
White Pine Capital LLC
N/A—37,546-37,546-100%$1.1M———
Howe & Rusling Inc
N/A—36,091-36,091-100%$1.1M———
Bradley Foster & Sargent Inc
N/A—35,122-35,122-100%$1.1M———
Pathstone Holdings, LLC
N/A—34,743-34,743-100%$1.0M———
Cedrus Wealth Group LLC
N/A—33,614-33,614-100%$1.0M———
Silver OAK Securities, Incorporated
N/A—32,732-32,732-100%$987.5K———
Whalerock Point Partners, LLC
N/A—31,000-31,000-100%$935.3K———
Composition Wealth, LLC
N/A—30,069-30,069-100%$907.2K———
First Manhattan Co. Llc.
N/A—29,000-29,000-100%$874.9K———
Arkadios Wealth Advisors
N/A—28,946-28,946-100%$873.3K———
Canal Capital Management, LLC
N/A—28,910-28,910-100%$872.2K———
Sequoia Financial Advisors, LLC
N/A—28,865-28,865-100%$870.9K———
Summit Trail Advisors, LLC
N/A—28,300-28,300-100%$853.8K———
Ingalls & Snyder LLC
N/A—28,199-28,199-100%$851.0K———
Arax Advisory Partners
N/A—27,785-27,785-100%$838.3K———
Ameriprise Financial Inc
N/A—26,591-26,591-100%$802.3K———
RPS Advisory Solutions LLC
N/A—26,040-26,040-100%$785.6K———
Sound View Wealth Advisors Group, LLC
N/A—25,975-25,975-100%$783.7K———
SIG North Trading, ULC
N/A—25,177-25,177-100%$759.6K———
CM Wealth Advisors LLC
N/A—24,715-24,715-100%$745.7K———
Brown Advisory Inc
N/A—24,563-24,563-100%$741.1K———
Nvest Financial, LLC
N/A—24,240-24,240-100%$731.3K———
Lumbard & Kellner, LLC
N/A—24,239-24,239-100%$731.3K———
Semper Augustus Investments Group LLC
N/A—23,869-23,869-100%$720.1K———
Meridian Wealth Advisors, LLC
N/A—23,469-23,469-100%$708.1K———
BSW Wealth Partners
N/A—23,327-23,327-100%$703.8K———
Equitable Holdings, Inc.
N/A—23,089-23,089-100%$696.6K———
Kiker Wealth Management, LLC
N/A—22,697-22,697-100%$684.8K———
Tocqueville Asset Management L.P.
N/A—22,330-22,330-100%$673.7K———
Highland Investment Advisors LLC
N/A—21,860-21,860-100%$659.5K———
Stratos Wealth Advisors, LLC
N/A—21,654-21,654-100%$653.3K———
United Capital Financial Advisors, LLC
N/A—21,583-21,583-100%$651.2K———
One Capital Management, LLC
N/A—21,500-21,500-100%$762.0K———
OneAscent Financial Services LLC
N/A—20,116-20,116-100%$606.9K———
Barometer Capital Management Inc.
N/A—20,000-20,000-100%$603.4K———
Citadel Advisors LLC
N/A—19,621-19,621-100%$592.0K———
&partners
N/A—19,526-19,526-100%$593.9K———
OneDigital Investment Advisors LLC
N/A—19,095-19,095-100%$576.1K———
Sankala Group LLC
N/A—18,740-18,740-100%$620.2K———
Rice Partnership, LLC
N/A—18,548-18,548-100%$559.6K———
Manhattan West Asset Management, LLC
N/A—17,858-17,858-100%$538.8K———
Independent Advisor Alliance
N/A—16,930-16,930-100%$510.8K———
Tradition Wealth Management, LLC
N/A—16,729-16,729-100%$504.7K———
Northern Trust Corp
N/A—16,389-16,389-100%$494.5K———
Horizon Kinetics Asset Management LLC
N/A—16,262-16,262-100%$490.6K———
Wealthspire Advisors, LLC
N/A—16,228-16,228-100%$489.6K———
IFG Advisory, LLC
N/A—15,843-15,843-100%$478.0K———
TFR Capital, Llc.
N/A—15,640-15,640-100%$471.9K———
Tower Bridge Advisors
N/A—15,601-15,601-100%$470.7K———
Darwin Wealth Management, LLC
N/A—15,359-15,359-100%$463.4K———
Compass Capital Corp
N/A—15,204-15,204-100%$511.9K———
Alpha Financial Partners LLC
N/A—14,622-14,622-100%$441.2K———
Vawter Financial, Ltd.
N/A—14,500-14,500-100%$437.5K———
Heritage Trust Co
N/A—13,847-13,847-100%$417.8K———
Investor's Fiduciary Advisor Network, LLC
N/A—13,595-13,595-100%$410.0K———
Advisors Capital Management, LLC
N/A—13,555-13,555-100%$409.0K———
Neuberger Berman Group LLC
N/A—13,374-13,374-100%$403.5K———
Bearing Point Capital, LLC
N/A—13,000-13,000-100%$392.2K———
Hunter Perkins Capital Management, LLC
N/A—12,819-12,819-100%$387———
Kovack Advisors, Inc.
N/A—12,737-12,737-100%$386.1K———
Clarity Financial LLC
N/A—12,658-12,658-100%$381.9K———
Bleichroeder LP
N/A—12,540-12,540-100%$378.3K———
HM Payson & Co
N/A—12,504-12,504-100%$377.2K———
FSA Advisors, Inc.
N/A—12,129-12,129-100%$365.9K———
WCG Wealth Advisors LLC
N/A—12,100-12,100-100%$365.1K———
Menlo Advisors LLC
N/A—12,000-12,000-100%$362.0K———
Stonehage Fleming Financial Services Holdings Ltd
N/A—11,551-11,551-100%$348.5K———
Nicolet Bankshares Inc
N/A—11,035-11,035-100%$346.6K———
Apriem Advisors
N/A—10,871-10,871-100%$328.0K———
Douglass Winthrop Advisors, LLC
N/A—10,670-10,670-100%$321.9K———
Allied Private Wealth LLC
N/A—10,654-10,654-100%$327.3K———
Dorsey & Whitney Trust Co LLC
N/A—10,380-10,380-100%$313.2K———
Mutual Advisors, LLC
N/A—10,116-10,116-100%$305.2K———
Moneta Group Investment Advisors LLC
N/A—10,104-10,104-100%$304.8K———
Resurgent Financial Advisors LLC
N/A—10,065-10,065-100%$303.7K———
Snowden Capital Advisors LLC
N/A—10,035-10,035-100%$302.8K———
Glenmede Trust Co NA
N/A—10,000-10,000-100%$301.7K———
Zacks Investment Management
N/A—9,866-9,866-100%$297.7K———
Smithfield Trust Co
N/A—9,850-9,850-100%$298.0K———
Stonebridge Capital Advisors LLC
N/A—9,850-9,850-100%$297.2K———
J.E. Simmons & Co., P.C.
N/A—9,700-9,700-100%$292.6K———
Inspire Advisors, LLC
N/A—9,594-9,594-100%$289.6K———
CFO4Life Group, LLC
N/A—9,494-9,494-100%$286.4K———
Stansberry Asset Management, LLC
N/A—9,150-9,150-100%$276.1K———
Centaurus Financial, Inc.
N/A—9,095-9,095-100%$274.0K———
Pinnacle Family Advisors, LLC
N/A—8,790-8,790-100%$265.2K———
Strait & Sound Wealth Management LLC
N/A—8,686-8,686-100%$262.1K———
Western Wealth Management, LLC
N/A—8,545-8,545-100%$257.8K———
RWA Wealth Partners, LLC
N/A—8,500-8,500-100%$256.4K———
Quotient Wealth Partners, LLC
N/A—8,382-8,382-100%$252.9K———
Focus Partners Advisor Solutions, LLC
N/A—8,188-8,188-100%$247.0K———
Hamrick Investment Counsel, llc
N/A—8,000-8,000-100%$241.4K———
IEQ Capital, LLC
N/A—7,921-7,921-100%$239.0K———
GWN Securities Inc.
N/A—7,818-7,818-100%$235.9K———
Bessemer Group Inc
N/A—7,263-7,263-100%$199.0K———
Coastwise Capital Group, LLC
N/A—7,200-7,200-100%$217.2K———
Wealthspire Retirement, LLC
N/A—7,079-7,079-100%$213.6K———
Colonial Trust Advisors
N/A—5,450-5,450-100%$164.4K———
Medallion Wealth Advisors, LLC
N/A—5,265-5,265-100%$158.8K———
Nalls Sherbakoff Group, LLC
N/A—5,226-5,226-100%$157.7K———
BFC Planning, Inc.
N/A—4,545-4,545-100%$137.1K———
Smartleaf Asset Management LLC
N/A—3,937-3,937-100%$119.2K———
Webster Bank, N. A.
N/A—3,925-3,925-100%$118.4K———
Keating Financial Advisory Services, Inc.
N/A—3,747-3,747-100%$113.0K———
Dogwood Wealth Management LLC
N/A—3,602-3,602-100%$108.7K———
Fiduciary Financial Advisors
N/A—3,581-3,581-100%$108.0K———
Purpose Unlimited Inc.
N/A—3,300-3,300-100%$99.7K———
Evelyn Partners Group Ltd
N/A—3,250-3,250-100%$98.1K———
Continuum Advisory, LLC
N/A—3,231-3,231-100%$97.5K———
Ritter Daniher Financial Advisory LLC / de
N/A—3,200-3,200-100%$96.5K———
Atlas Capital Advisors Inc.
N/A—2,700-2,700-100%$81.5K———
Franklin Resources Inc
N/A—2,580-2,580-100%$77.8K———
BlackRock, Inc.
N/A—2,570-2,570-100%$77.6K———
Regatta Research & Money Management
N/A—2,335-2,335-100%$70.4K———
Game Plan Financial Advisors, LLC
N/A—2,245-2,245-100%$67.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,162-2,162-100%$65.2K———
Caldwell Sutter Capital, Inc.
N/A—2,005-2,005-100%$60.5K———
Mcguire Capital Advisors Inc
N/A—1,950-1,950-100%$58.8K———
Global Retirement Partners, LLC
N/A—1,829-1,829-100%$55.2K———
Marshall Investment Management, LLC
N/A—1,785-1,785-100%$53.9K———
IMA Advisory Services, Inc.
N/A—1,500-1,500-100%$45.3K———
Quent Capital, LLC
N/A—1,461-1,461-100%$44.1K———
Cheviot Value Management, LLC
N/A—1,365-1,365-100%$41.2K———
Corsicana & Co.
N/A—1,364-1,364-100%$41.2K———
Motco
N/A—978-978-100%$29.5K———
Swan Capital LLC
N/A—951-951-100%$28.7K———
Dunhill Financial, LLC
N/A—850-850-100%$25.6K———
Jones Financial Companies Lllp
N/A—762-762-100%$23.4K———
Strategic Wealth Partners, Ltd.
N/A—692-692-100%$20.9K———
Aventura Private Wealth, LLC
N/A—660-660-100%$19.9K———
Atlantic Union Bankshares Corp
N/A—515-515-100%$15.5K———
PIN OAK Investment Advisors Inc
N/A—485-485-100%$15———
Kilter Group LLC
N/A—482-482-100%$14.5K———
Silicon Valley Capital Partners
N/A—475-475-100%$14.3K———
Luminist Capital LLC
N/A—400-400-100%$12.1K———
SHP Wealth Management
N/A—400-400-100%$12.1K———
Caitlin John, LLC
N/A—300-300-100%$9.1K———
Parvin Asset Management, LLC
N/A—270-270-100%$8.1K———
Coppell Advisory Solutions LLC
N/A—220-220-100%$411.8K———
Tower Research Capital LLC (TRC)
N/A—210-210-100%$6.3K———
Paladin Advisory Group, LLC
N/A—45-45-100%$1.4K———
Prestige Wealth Management Group LLC
N/A—5-5-100%$151———
Huntington National Bank
N/A—1-1-100%$30———
Showing 688 of 688 institutions