IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Sprott Physical Silver Trust (PSLV/U)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Imc-Chicago, LLC
DECREASED
Shares11,276,871 from 17,254,071
Change-5,977,200 (-35%)
Value$218.4M (-$107.2M)
Filed 2026-11-05
Alps Advisors Inc
INCREASED
Shares6,400,186 from 5,777,206
Change+622,980 (+11%)
Value$124.0M (+$15.0M)
Filed 2026-11-03
LPL Financial LLC
INCREASED
Shares3,062,609 from 3,033,769
Change+28,840 (+1%)
Value$59.3M (+$2.1M)
Filed 2026-11-06
Capital Wealth Alliance, LLC
DECREASED
Shares2,223,293 from 2,233,141
Change-9,848 (0%)
Value$43.1M (+$952.0K)
Filed 2026-10-20
Kestra Advisory Services, LLC
DECREASED
Shares1,644,205 from 1,891,228
Change-247,023 (-13%)
Value$31.8M (-$3.8M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares1,643,663 from 1,697,326
Change-53,663 (-3%)
Value$31.8K (-$32.0M)
Filed 2026-11-02
Prospera Financial Services Inc
INCREASED
Shares1,385,664 from 1,340,709
Change+44,955 (+3%)
Value$22.2M (-$3.1M)
Filed 2026-11-04
Wealthcare Capital Management LLC
INCREASED
Shares1,036,116 from 1,028,924
Change+7,192 (+1%)
Value$20.1M (+$653.8K)
Filed 2026-10-21
Cyndeo Wealth Partners, LLC
INCREASED
Shares783,096 from 576,722
Change+206,374 (+36%)
Value$15.2M (+$4.3M)
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares702,890 from 686,911
Change+15,979 (+2%)
Value$13.6M (+$488.6K)
Filed 2026-10-13
Integrity Alliance, Llc.
NEW
Shares700,811
Change+700,811
Value$13.6M
Filed 2026-10-29
Asset One Wealth Management LLC
DECREASED
Shares693,298 from 700,769
Change-7,471 (-1%)
Value$13.4M (+$443.9K)
Filed 2026-11-02
Brookstone Capital Management
INCREASED
Shares644,490 from 636,397
Change+8,093 (+1%)
Value$12.5M (+$475.0K)
Filed 2026-10-22
Money Concepts Capital Corp
INCREASED
Shares638,322 from 613,780
Change+24,542 (+4%)
Value$12.4M (+$782.3K)
Filed 2026-11-06
Abacus Planning Group, Inc.
UNCHANGED
Shares565,265 from 565,265
Change0 (0%)
Value$10.9M (+$282.6K)
Filed 2026-11-02
International Assets Investment Management, LLC
DECREASED
Shares484,946 from 491,171
Change-6,225 (-1%)
Value$9.5M (+$231.6K)
Filed 2026-11-02
Accordant Advisory Group Inc
INCREASED
Shares466,379 from 461,338
Change+5,041 (+1%)
Value$9.0M (+$328.3K)
Filed 2026-10-29
Hurley Capital, LLC
DECREASED
Shares466,160 from 466,559
Change-399 (0%)
Value$9.0M (+$225.6K)
Filed 2026-11-05
RIA Advisory Group LLC
INCREASED
Shares459,408 from 455,688
Change+3,720 (+1%)
Value$8.9M (+$299.9K)
Filed 2026-10-15
Pacific Sage Partners, LLC
INCREASED
Shares457,505 from 455,651
Change+1,854 (+0%)
Value$8.9M (+$263.7K)
Filed 2026-10-21
Pekin Hardy Strauss, Inc.
INCREASED
Shares416,439 from 390,969
Change+25,470 (+7%)
Value$8.1M (+$688.8K)
Filed 2026-11-02
Evergreen Capital Management LLC
INCREASED
Shares410,589 from 389,517
Change+21,072 (+5%)
Value$8.0M (+$602.9K)
Filed 2026-10-23
Grand Central Investment Group
DECREASED
Shares400,792 from 427,947
Change-27,155 (-6%)
Value$7.8M (-$312.0K)
Filed 2026-11-02
Carota Wealth Management
NEW
Shares393,151
Change+393,151
Value$7.6M
Filed 2026-11-03
Forest Hill Capital, LLC
UNCHANGED
Shares388,000 from 388,000
Change0 (0%)
Value$7.5M (+$194.0K)
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares385,091 from 550,289
Change-165,198 (-30%)
Value$7.5M (-$2.9M)
Filed 2026-11-02
TD Waterhouse Canada Inc.
INCREASED
Shares370,591 from 362,737
Change+7,854 (+2%)
Value$7.2M (+$386.0K)
Filed 2026-10-16
Entruity Wealth, LLC
INCREASED
Shares369,829 from 361,456
Change+8,373 (+2%)
Value$7.2M (+$342.9K)
Filed 2026-11-06
Apella Capital, LLC
INCREASED
Shares356,341 from 351,326
Change+5,015 (+1%)
Value$6.9M (+$150.2K)
Filed 2026-10-08
Central Trust Co
DECREASED
Shares315,063 from 330,978
Change-15,915 (-5%)
Value$6.1M (-$142.8K)
Filed 2026-11-05
Parsons Capital Management Inc
INCREASED
Shares296,823 from 292,323
Change+4,500 (+2%)
Value$5.7M (+$233.3K)
Filed 2026-10-28
J.W. Cole Advisors, Inc.
INCREASED
Shares291,050 from 233,631
Change+57,419 (+25%)
Value$5.6M (+$1.2M)
Filed 2026-11-05
Euro Pacific Asset Management, LLC
DECREASED
Shares279,191 from 284,621
Change-5,430 (-2%)
Value$5.4M (+$5.4M)
Filed 2026-11-03
New Harbor Financial Group, LLC
INCREASED
Shares262,659 from 236,272
Change+26,387 (+11%)
Value$5.1M (+$629.3K)
Filed 2026-10-22
Hohimer Wealth Management, LLC
DECREASED
Shares257,112 from 258,804
Change-1,692 (-1%)
Value$5.0M (+$96.6K)
Filed 2026-11-04
Walser Wealth Management Company, A Ltd Liability Co
INCREASED
Shares234,754 from 148,774
Change+85,980 (+58%)
Value$4.5M (+$1.7M)
Filed 2026-10-15
TMB Capital Partners, LLC
NEW
Shares218,914
Change+218,914
Value$4.2M
Filed 2026-10-20
Wealthcare Advisory Partners LLC
DECREASED
Shares205,518 from 205,537
Change-19 (0%)
Value$4.0M (+$102.4K)
Filed 2026-10-21
D.A. Davidson & Co.
INCREASED
Shares198,859 from 189,429
Change+9,430 (+5%)
Value$3.9M (+$277.4K)
Filed 2026-10-28
Alpha Advisors, LLC
INCREASED
Shares195,819 from 170,047
Change+25,772 (+15%)
Value$3.8M (+$584.2K)
Filed 2026-10-19
EverSource Wealth Advisors, LLC
INCREASED
Shares194,775 from 167,767
Change+27,008 (+16%)
Value$3.8M (+$607.0K)
Filed 2026-11-04
Rossby Financial, LCC
UNCHANGED
Shares194,160 from 194,160
Change0 (0%)
Value$3.8M (+$97.1K)
Filed 2026-11-05
SeaCrest Wealth Management, LLC
DECREASED
Shares192,015 from 201,835
Change-9,820 (-5%)
Value$3.7M (-$89.3K)
Filed 2026-10-21
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares182,625 from 114,100
Change+68,525 (+60%)
Value$3.5M (+$1.4M)
Filed 2026-11-03
Abbington Investment Group
INCREASED
Shares171,233 from 171,210
Change+23 (+0%)
Value$3.3M (+$86.0K)
Filed 2026-11-03
Simplicity Wealth,LLC
INCREASED
Shares149,362 from 109,019
Change+40,343 (+37%)
Value$2.9M (+$836.0K)
Filed 2026-10-23
Discipline Wealth Solutions, LLC
INCREASED
Shares140,899 from 41,386
Change+99,513 (+240%)
Value$2.7M (+$1.9M)
Filed 2026-10-14
October Effect Ltd
INCREASED
Shares140,670 from 129,970
Change+10,700 (+8%)
Value$2.7M (+$272.2K)
Filed 2026-10-20
HUB Investment Partners, LLC
DECREASED
Shares139,080 from 139,280
Change-200 (0%)
Value$2.7M (+$65.8K)
Filed 2026-11-03
Gradient Investments LLC
INCREASED
Shares139,067 from 135,005
Change+4,062 (+3%)
Value$2.7M (+$146.2K)
Filed 2026-10-08
Pettinga Financial Advisors LLC
DECREASED
Shares138,585 from 145,110
Change-6,525 (-4%)
Value$2.7M (-$53.8K)
Filed 2026-10-13
Smart Wealth LLC
DECREASED
Shares135,295 from 135,919
Change-624 (0%)
Value$2.6M (+$55.9K)
Filed 2026-11-04
Lincoln Capital Corp
INCREASED
Shares130,850 from 97,800
Change+33,050 (+34%)
Value$2.5M (+$689.1K)
Filed 2026-10-13
PNC Financial Services Group, Inc.
INCREASED
Shares120,920 from 119,404
Change+1,516 (+1%)
Value$2.3M (+$89.1K)
Filed 2026-11-06
WIT Partners Advisory Pte. Ltd.
DECREASED
Shares120,045 from 1,258,030
Change-1,137,985 (-90%)
Value$2.3M (-$21.4M)
Filed 2026-10-16
Compound Planning, Inc.
DECREASED
Shares118,980 from 120,388
Change-1,408 (-1%)
Value$2.3M (+$32.9K)
Filed 2026-11-05
Columbia Advisory Partners LLC
INCREASED
Shares106,945 from 91,538
Change+15,407 (+17%)
Value$2.1M (+$344.2K)
Filed 2026-10-15
Larson Financial Group LLC
DECREASED
Shares105,337 from 105,572
Change-235 (0%)
Value$2.0M (+$48.2K)
Filed 2026-11-05
American Capital Advisory, LLC
INCREASED
Shares103,657 from 103,538
Change+119 (+0%)
Value$2.0M (+$54.1K)
Filed 2026-10-28
Beaumont Financial Advisors, LLC
INCREASED
Shares101,350 from 101,066
Change+284 (+0%)
Value$2.0M (+$56.0K)
Filed 2026-10-22
Beam Wealth Advisors, Inc.
INCREASED
Shares100,014 from 98,751
Change+1,263 (+1%)
Value$1.9M (+$73.8K)
Filed 2026-11-03
Beutel, Goodman & Co Ltd.
UNCHANGED
Shares92,500 from 92,500
Change0 (0%)
Value$1.8K (+$57)
Filed 2026-11-04
Cypress Wealth Services, LLC
INCREASED
Shares90,796 from 90,754
Change+42 (+0%)
Value$1.8M (+$103.4K)
Filed 2026-10-21
Sicart Associates LLC
UNCHANGED
Shares89,698 from 89,698
Change0 (0%)
Value$1.7M (-$35.0K)
Filed 2026-10-29
Cobblestone Asset Management LLC
DECREASED
Shares86,275 from 87,426
Change-1,151 (-1%)
Value$1.7M (+$21.4K)
Filed 2026-10-13
Arnhold LLC
UNCHANGED
Shares85,000 from 85,000
Change0 (0%)
Value$1.6M (+$42.5K)
Filed 2026-10-26
Everest Financial Group LLC
NEW
Shares80,772
Change+80,772
Value$1.6M
Filed 2026-11-06
Flynn Zito Capital Management, LLC
UNCHANGED
Shares80,179 from 80,179
Change0 (0%)
Value$1.6M (+$40.1K)
Filed 2026-11-04
Global Strategic Management Inc
INCREASED
Shares75,700 from 75,000
Change+700 (+1%)
Value$1.5K (-$1.4M)
Filed 2026-10-16
Moors & Cabot, Inc.
DECREASED
Shares74,663 from 75,719
Change-1,056 (-1%)
Value$1.4M (+$17.4K)
Filed 2026-11-06
North Star Investment Management Corp.
UNCHANGED
Shares73,910 from 73,910
Change0 (0%)
Value$1.4M (+$37.0K)
Filed 2026-10-27
Keybank National Association
UNCHANGED
Shares73,478 from 73,478
Change0 (0%)
Value$1.4M (+$36.7K)
Filed 2026-11-04
Wakefield Asset Management Lllp
INCREASED
Shares72,822 from 36,413
Change+36,409 (+100%)
Value$1.4M (+$723.4K)
Filed 2026-11-05
Virginia Estate & Retirement Planning Advisors Inc.
DECREASED
Shares66,520 from 84,891
Change-18,371 (-22%)
Value$1.3M (-$1.3M)
Filed 2026-10-14
G&S Capital LLC
INCREASED
Shares64,505 from 54,946
Change+9,559 (+17%)
Value$1.2M (+$212.6K)
Filed 2026-10-23
StoneX Group Inc.
DECREASED
Shares64,154 from 73,599
Change-9,445 (-13%)
Value$1.2M (-$219.3K)
Filed 2026-11-03
Blueprint Investment Partners LLC
DECREASED
Shares63,560 from 78,059
Change-14,499 (-19%)
Value$1.2M (-$241.8K)
Filed 2026-10-28
Blueprint Financial Advisors LLC
DECREASED
Shares63,427 from 77,926
Change-14,499 (-19%)
Value$1.2M (-$241.9K)
Filed 2026-10-28
Greenfield Seitz Capital Management, LLC
INCREASED
Shares62,754 from 52,034
Change+10,720 (+21%)
Value$1.2M (+$233.7K)
Filed 2026-10-29
Creative Planning
INCREASED
Shares62,190 from 60,794
Change+1,396 (+2%)
Value$1.2M (+$57.5K)
Filed 2026-11-02
BCV Asset Management Inc.
INCREASED
Shares60,985 from 51,625
Change+9,360 (+18%)
Value$1.2M (+$229.9K)
Filed 2026-11-06
Oppenheimer & Co Inc
DECREASED
Shares59,315 from 59,665
Change-350 (-1%)
Value$1.1M (+$23.1K)
Filed 2026-10-26
Alliance Wealth Advisors, LLC
UNCHANGED
Shares58,008 from 58,008
Change0 (0%)
Value$1.1M (+$29.0K)
Filed 2026-10-28
Jamison Private Wealth Management, Inc.
UNCHANGED
Shares57,590 from 57,590
Change0 (0%)
Value$1.1M (+$28.8K)
Filed 2026-10-14
PKS Advisory Services, LLC
UNCHANGED
Shares55,238 from 55,238
Change0 (0%)
Value$1.0M ($0)
Filed 2026-10-26
Farther Finance Advisors, LLC
INCREASED
Shares52,184 from 39,256
Change+12,928 (+33%)
Value$1.0M (+$270.0K)
Filed 2026-10-08
Mraz, Amerine & Associates, Inc.
UNCHANGED
Shares51,774 from 51,774
Change0 (0%)
Value$1.0M (+$25.9K)
Filed 2026-10-30
Islay Capital Management, LLC
UNCHANGED
Shares51,124 from 51,124
Change0 (0%)
Value$990.3K (+$25.6K)
Filed 2026-10-20
Independent Financial Group, LLC
DECREASED
Shares49,384 from 49,630
Change-246 (0%)
Value$956.6K (+$20.1K)
Filed 2026-10-13
Destiny Wealth Partners, LLC
UNCHANGED
Shares45,452 from 45,452
Change0 (0%)
Value$739.5K (-$115.0K)
Filed 2026-11-05
Evanson Financial, LLC
UNCHANGED
Shares45,304 from 45,304
Change0 (0%)
Value$877.5K (+$22.7K)
Filed 2026-10-23
Providence Wealth Advisors, LLC
DECREASED
Shares44,048 from 45,048
Change-1,000 (-2%)
Value$861.1K (-$20.0K)
Filed 2026-10-29
Heritage Wealth Management, Inc.
DECREASED
Shares43,605 from 43,660
Change-55 (0%)
Value$844.6K (+$20.8K)
Filed 2026-10-28
Baker Tilly Wealth Management, LLC
UNCHANGED
Shares43,227 from 43,227
Change0 (0%)
Value$837.3K (+$21.6K)
Filed 2026-10-05
Sowell Financial Services LLC
INCREASED
Shares38,220 from 37,970
Change+250 (+1%)
Value$740.3K (+$23.8K)
Filed 2026-10-23
Black Diamond Financial, LLC
UNCHANGED
Shares38,137 from 38,137
Change0 (0%)
Value$738.7K (+$19.1K)
Filed 2026-10-26
180 Wealth Advisors, LLC
INCREASED
Shares37,470 from 29,555
Change+7,915 (+27%)
Value$725.8K (+$168.1K)
Filed 2026-11-03
TrustWell Financial Advisors, LLC
UNCHANGED
Shares36,842 from 36,842
Change0 (0%)
Value$713.6K (+$18.4K)
Filed 2026-10-15
Merit Financial Group, LLC
INCREASED
Shares36,831 from 36,642
Change+189 (+1%)
Value$713.4K (+$22.0K)
Filed 2026-11-06
Veracity Capital LLC
INCREASED
Shares36,590 from 36,329
Change+261 (+1%)
Value$708.7K (+$23.2K)
Filed 2026-10-08
Ignite Planners, LLC
INCREASED
Shares36,419 from 35,417
Change+1,002 (+3%)
Value$705.4K (+$37.1K)
Filed 2026-10-14
Beacon Financial Group
DECREASED
Shares36,065 from 36,075
Change-10 (0%)
Value$698.6K (+$17.8K)
Filed 2026-10-19
ADE, LLC
UNCHANGED
Shares35,372 from 35,372
Change0 (0%)
Value$685.2K (+$17.7K)
Filed 2026-10-29
Convergence Financial, LLC
NEW
Shares34,737
Change+34,737
Value$672.9K
Filed 2026-10-27
Apollon Wealth Management, LLC
INCREASED
Shares34,265 from 21,641
Change+12,624 (+58%)
Value$663.7K (+$255.3K)
Filed 2026-10-23
Dagco, Inc.
DECREASED
Shares34,252 from 36,668
Change-2,416 (-7%)
Value$663.5K (-$28.5K)
Filed 2026-10-20
Surience Private Wealth LLC
INCREASED
Shares34,140 from 28,526
Change+5,614 (+20%)
Value$661.3K (+$123.0K)
Filed 2026-10-16
Total Investment Management Inc
UNCHANGED
Shares33,925 from 33,925
Change0 (0%)
Value$657.1K (+$19.3K)
Filed 2026-10-22
Latitude Advisors, LLC
UNCHANGED
Shares33,899 from 33,899
Change0 (0%)
Value$656.6K (+$17.0K)
Filed 2026-10-27
Founders Financial Securities LLC
DECREASED
Shares33,006 from 34,785
Change-1,779 (-5%)
Value$639.3K (-$17.1K)
Filed 2026-10-28
Carnegie Lake Advisors LLC
UNCHANGED
Shares31,825 from 31,825
Change0 (0%)
Value$616.5K (+$15.9K)
Filed 2026-11-06
Castleview Partners, LLC
INCREASED
Shares31,710 from 31,090
Change+620 (+2%)
Value$614.2K (+$27.6K)
Filed 2026-10-09
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares31,120 from 31,120
Change0 (0%)
Value$602.8K (+$15.6K)
Filed 2026-10-30
Matauro, LLC
DECREASED
Shares30,598 from 32,991
Change-2,393 (-7%)
Value$592.7K (-$29.9K)
Filed 2026-11-03
Synergy Asset Management, LLC
DECREASED
Shares30,056 from 51,807
Change-21,751 (-42%)
Value$582.2K (-$395.4K)
Filed 2026-11-05
Guild Investment Management, Inc.
NEW
Shares30,020
Change+30,020
Value$581.5K
Filed 2026-11-03
Investors Asset Management of Georgia Inc
UNCHANGED
Shares30,000 from 30,000
Change0 (0%)
Value$581.1K (+$15.0K)
Filed 2026-10-20
O'Brien Greene & Co. Inc
UNCHANGED
Shares29,688 from 29,688
Change0 (0%)
Value$575.1K (+$14.8K)
Filed 2026-11-05
Vise Technologies, Inc.
INCREASED
Shares29,518 from 22,518
Change+7,000 (+31%)
Value$571.8K (+$146.8K)
Filed 2026-10-29
Hiley Hunt Wealth Management
UNCHANGED
Shares29,408 from 29,408
Change0 (0%)
Value$569.6K (+$14.7K)
Filed 2026-10-08
Csenge Advisory Group
DECREASED
Shares28,717 from 41,152
Change-12,435 (-30%)
Value$556.3K (-$220.3K)
Filed 2026-11-04
Outlook Wealth Advisors, LLC
UNCHANGED
Shares27,826 from 27,826
Change0 (0%)
Value$539.0K (+$13.9K)
Filed 2026-10-28
Capital City Trust Co
UNCHANGED
Shares27,320 from 27,320
Change0 (0%)
Value$529.2K (+$13.7K)
Filed 2026-10-22
Wedbush Securities Inc
DECREASED
Shares27,099 from 27,399
Change-300 (-1%)
Value$525 (-$516.5K)
Filed 2026-10-22
LexAurum Advisors, LLC
INCREASED
Shares26,758 from 23,153
Change+3,605 (+16%)
Value$518.3K (+$81.4K)
Filed 2026-10-19
Breakwater Capital Group
NEW
Shares26,050
Change+26,050
Value$504.6K
Filed 2026-10-09
Insight Inv LLC
UNCHANGED
Shares25,750 from 25,750
Change0 (0%)
Value$498.8K (+$12.9K)
Filed 2026-10-27
Private Client Services, LLC
INCREASED
Shares24,647 from 24,175
Change+472 (+2%)
Value$477.4K (+$21.2K)
Filed 2026-10-02
Chicago Capital, LLC
UNCHANGED
Shares24,000 from 24,000
Change0 (0%)
Value$464.9K (+$12.0K)
Filed 2026-10-13
Founders Grove Wealth Partners, LLC
UNCHANGED
Shares23,875 from 23,875
Change0 (0%)
Value$462.5K (+$11.9K)
Filed 2026-10-16
Apollon Financial, LLC
UNCHANGED
Shares23,633 from 23,633
Change0 (0%)
Value$457.8K (+$11.8K)
Filed 2026-10-23
Quadrant Private Wealth Management, LLC
UNCHANGED
Shares23,606 from 23,606
Change0 (0%)
Value$457.2K (+$11.8K)
Filed 2026-11-04
Seros Financial, LLC
NEW
Shares23,209
Change+23,209
Value$449.6K
Filed 2026-10-21
Northwest Wealth Management, LLC
INCREASED
Shares23,087 from 20,872
Change+2,215 (+11%)
Value$447.2K (+$53.3K)
Filed 2026-10-30
IPG Investment Advisors LLC
UNCHANGED
Shares22,390 from 22,390
Change0 (0%)
Value$433.7K (+$11.2K)
Filed 2026-10-30
Nadler Financial Group, Inc.
UNCHANGED
Shares22,272 from 22,272
Change0 (0%)
Value$431.4K (+$11.1K)
Filed 2026-10-23
Bill Few Associates, Inc.
UNCHANGED
Shares22,150 from 22,150
Change0 (0%)
Value$429.0K (+$11.1K)
Filed 2026-10-09
Mountain Capital Investment Advisors Inc.
INCREASED
Shares21,828 from 21,504
Change+324 (+2%)
Value$422.8K (+$17.0K)
Filed 2026-11-06
Arlington Trust Co LLC
UNCHANGED
Shares21,101 from 21,101
Change0 (0%)
Value$408.7K (+$10.6K)
Filed 2026-10-20
ARS Wealth Advisors Group, LLC
UNCHANGED
Shares20,600 from 20,600
Change0 (0%)
Value$399.0K (+$10.3K)
Filed 2026-10-16
Savant Capital, LLC
INCREASED
Shares19,520 from 10,572
Change+8,948 (+85%)
Value$378.1K (+$170.7K)
Filed 2026-11-06
Atria Investments, Inc
DECREASED
Shares18,514 from 20,257
Change-1,743 (-9%)
Value$358.6K (-$23.6K)
Filed 2026-10-15
Meixler Investment Management, Ltd.
INCREASED
Shares18,270 from 17,070
Change+1,200 (+7%)
Value$353.9K (+$31.8K)
Filed 2026-11-03
Bank of New York Mellon Corp
UNCHANGED
Shares17,941 from 17,941
Change0 (0%)
Value$347.5K (+$9.0K)
Filed 2026-11-05
Park Avenue Securities LLC
INCREASED
Shares17,801 from 15,491
Change+2,310 (+15%)
Value$345 (-$291.7K)
Filed 2026-10-26
Nations Financial Group Inc,
UNCHANGED
Shares17,300 from 17,300
Change0 (0%)
Value$335.1K (+$8.7K)
Filed 2026-11-05
NovaPoint Capital, LLC
INCREASED
Shares17,119 from 14,061
Change+3,058 (+22%)
Value$331.6K (+$66.3K)
Filed 2026-10-22
Flagship Harbor Advisors, LLC
DECREASED
Shares16,837 from 20,736
Change-3,899 (-19%)
Value$326.1K (-$65.2K)
Filed 2026-10-26
Nikulski Financial, Inc.
DECREASED
Shares16,740 from 21,974
Change-5,234 (-24%)
Value$324.3K (-$90.4K)
Filed 2026-11-06
B. Riley Wealth Advisors, Inc.
DECREASED
Shares16,675 from 20,175
Change-3,500 (-17%)
Value$323.0K (-$50.6K)
Filed 2026-10-13
Focus Financial Network, Inc.
UNCHANGED
Shares16,663 from 16,663
Change0 (0%)
Value$322.8K (+$8.3K)
Filed 2026-10-14
O'Domhnaill Enterprises, Inc.
NEW
Shares16,110
Change+16,110
Value$312.1K
Filed 2026-10-29
Caliber Wealth Management, LLC / KS
UNCHANGED
Shares16,100 from 16,100
Change0 (0%)
Value$311.9K (+$8.1K)
Filed 2026-11-04
Mendota Financial Group, LLC
UNCHANGED
Shares16,000 from 16,000
Change0 (0%)
Value$309.9K (+$8.0K)
Filed 2026-10-07
Mission Financial Group, LLC
DECREASED
Shares15,950 from 19,518
Change-3,568 (-18%)
Value$309.0K (-$59.4K)
Filed 2026-10-21
Koshinski Asset Management, Inc.
DECREASED
Shares15,731 from 15,775
Change-44 (0%)
Value$304.7K (+$7.0K)
Filed 2026-10-29
Allworth Financial LP
UNCHANGED
Shares15,654 from 15,654
Change0 (0%)
Value$295.4K ($0)
Filed 2026-11-06
Compass Financial Management LLC
UNCHANGED
Shares15,485 from 15,485
Change0 (0%)
Value$299.9K (+$7.7K)
Filed 2026-10-30
Certuity, LLC
UNCHANGED
Shares15,248 from 15,248
Change0 (0%)
Value$295.4K (+$7.6K)
Filed 2026-11-02
Novem Group
UNCHANGED
Shares15,225 from 15,225
Change0 (0%)
Value$294.9K (+$7.6K)
Filed 2026-10-19
Clearstead Advisors, LLC
INCREASED
Shares15,027 from 14,977
Change+50 (+0%)
Value$291.1K (+$8.5K)
Filed 2026-11-06
MGO One Seven LLC
INCREASED
Shares14,728 from 13,050
Change+1,678 (+13%)
Value$285.3K (+$39.0K)
Filed 2026-10-28
Salomon & Ludwin, LLC
DECREASED
Shares14,727 from 14,738
Change-11 (0%)
Value$285.3K (+$7.2K)
Filed 2026-10-29
Robinson Value Management, Ltd.
UNCHANGED
Shares14,696 from 14,696
Change0 (0%)
Value$284.7K (+$7.3K)
Filed 2026-10-20
E&G Advisors, LLC
UNCHANGED
Shares14,500 from 14,500
Change0 (0%)
Value$280.9K (+$7.3K)
Filed 2026-10-13
Thrivent Financial for Lutherans
UNCHANGED
Shares14,384 from 14,384
Change0 (0%)
Value$282 (-$269.7K)
Filed 2026-11-05
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares14,217 from 17,732
Change-3,515 (-20%)
Value$275.4K (-$59.2K)
Filed 2026-10-22
First Merchants Corp
NEW
Shares14,035
Change+14,035
Value$271.9K
Filed 2026-10-15
CoreCap Advisors, LLC
DECREASED
Shares14,032 from 17,405
Change-3,373 (-19%)
Value$271.8K (-$56.6K)
Filed 2026-10-08
Allen Capital Group, LLC
DECREASED
Shares13,842 from 15,342
Change-1,500 (-10%)
Value$268.1K (-$21.4K)
Filed 2026-10-27
Levin Capital Strategies, L.P.
DECREASED
Shares13,523 from 15,723
Change-2,200 (-14%)
Value$261.9K (-$34.8K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
NEW
Shares13,424
Change+13,424
Value$260.0K
Filed 2026-10-16
Professional Advisory Services Inc
INCREASED
Shares13,280 from 12,295
Change+985 (+8%)
Value$257 (+$25)
Filed 2026-10-08
PFG Advisors
DECREASED
Shares13,218 from 13,643
Change-425 (-3%)
Value$256.0K (-$1.4K)
Filed 2026-10-16
LVW Advisors, LLC
INCREASED
Shares13,056 from 12,336
Change+720 (+6%)
Value$252.9K (+$20.1K)
Filed 2026-10-19
Krilogy Financial LLC
UNCHANGED
Shares13,040 from 13,040
Change0 (0%)
Value$257.4K (+$11.3K)
Filed 2026-10-13
Total Wealth Planning & Management, Inc.
DECREASED
Shares12,733 from 13,233
Change-500 (-4%)
Value$246.6K (-$3.1K)
Filed 2026-10-23
Global View Capital Management LLC
DECREASED
Shares12,673 from 12,933
Change-260 (-2%)
Value$245.5K (+$1.4K)
Filed 2026-10-28
Main Street Group, LTD
DECREASED
Shares12,550 from 12,775
Change-225 (-2%)
Value$243.1K (+$2.0K)
Filed 2026-10-28
Crown Wealth Group, LLC
DECREASED
Shares12,538 from 12,738
Change-200 (-2%)
Value$242.9K (+$2.5K)
Filed 2026-10-19
AlphaStar Capital Management, LLC
UNCHANGED
Shares12,318 from 12,318
Change0 (0%)
Value$238.6K (+$6.2K)
Filed 2026-10-16
Bernicke Wealth Management, Ltd.
UNCHANGED
Shares12,297 from 12,297
Change0 (0%)
Value$238.2K (+$6.1K)
Filed 2026-11-06
Leslie Global Wealth, LLC
NEW
Shares12,060
Change+12,060
Value$233.6K
Filed 2026-10-26
Kingswood Wealth Advisors, LLC
NEW
Shares12,035
Change+12,035
Value$233.1K
Filed 2026-10-23
Sendero Wealth Management, LLC
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$232.4K (+$6.0K)
Filed 2026-10-14
Tcfg Investment Advisors, LLC
UNCHANGED
Shares11,955 from 11,955
Change0 (0%)
Value$231.6K (+$6.0K)
Filed 2026-10-20
Crane Advisory, LLC
UNCHANGED
Shares11,950 from 11,950
Change0 (0%)
Value$236.4K (+$22.7K)
Filed 2026-10-13
J. Safra Sarasin Holding AG
UNCHANGED
Shares11,930 from 11,930
Change0 (0%)
Value$231.1K (+$5.9K)
Filed 2026-10-26
Bank Pictet & Cie (Europe) AG
UNCHANGED
Shares11,449 from 11,449
Change0 (0%)
Value$221.8K (+$5.7K)
Filed 2026-10-20
LifeWealth Investments, LLC
UNCHANGED
Shares11,446 from 11,446
Change0 (0%)
Value$221.7K (+$5.7K)
Filed 2026-10-21
Acorn Wealth Advisors, LLC
NEW
Shares11,320
Change+11,320
Value$219.3K
Filed 2026-10-19
Level Four Advisory Services, LLC
UNCHANGED
Shares11,307 from 11,307
Change0 (0%)
Value$219.0K (+$5.7K)
Filed 2026-11-06
Diligent Investors, LLC
UNCHANGED
Shares11,200 from 11,200
Change0 (0%)
Value$216.9K (+$5.6K)
Filed 2026-10-21
Almanack Investment Partners, Llc.
UNCHANGED
Shares11,125 from 11,125
Change0 (0%)
Value$215.5K (+$5.6K)
Filed 2026-11-03
HT Partners LLC
NEW
Shares10,541
Change+10,541
Value$204.2K
Filed 2026-10-20
Total Clarity Wealth Management, Inc.
INCREASED
Shares10,255 from 10,101
Change+154 (+2%)
Value$198.6K (+$8.0K)
Filed 2026-10-26
Cambridge Advisors Inc.
NEW
Shares10,247
Change+10,247
Value$198.5K
Filed 2026-10-19
Welch Group, LLC
UNCHANGED
Shares10,173 from 10,173
Change0 (0%)
Value$197.1K (+$5.1K)
Filed 2026-10-29
St. Louis Financial Planners Asset Management, LLC
UNCHANGED
Shares10,010 from 10,010
Change0 (0%)
Value$206.8K (+$12.1K)
Filed 2026-10-16
Littlejohn Financial Services, Inc.
NEW
Shares10,000
Change+10,000
Value$193.7K
Filed 2026-11-06
UMB Bank, n.a.
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$193.7K (+$5.0K)
Filed 2026-11-06
Wilkerson Advisory Group LLC
DECREASED
Shares9,838 from 10,448
Change-610 (-6%)
Value$190.6K (-$6.6K)
Filed 2026-10-20
CX Institutional
NEW
Shares7,461
Change+7,461
Value$145
Filed 2026-10-02
Activest Wealth Management
UNCHANGED
Shares7,042 from 7,042
Change0 (0%)
Value$136.4K (+$3.5K)
Filed 2026-10-15
Creative Financial Designs Inc
INCREASED
Shares6,000 from 3,308
Change+2,692 (+81%)
Value$116.2K (+$53.8K)
Filed 2026-11-04
Blue Trust, Inc.
INCREASED
Shares5,890 from 5,451
Change+439 (+8%)
Value$114.1K (+$11.2K)
Filed 2026-10-15
Community Financial Services Group, LLC
UNCHANGED
Shares5,325 from 5,325
Change0 (0%)
Value$104.4K (+$3.8K)
Filed 2026-10-15
IFP Advisors, Inc
UNCHANGED
Shares5,093 from 5,093
Change0 (0%)
Value$98.7K (+$2.5K)
Filed 2026-10-16
City State Bank
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$96.9K (+$2.5K)
Filed 2026-10-20
Peoples Financial Services Corp.
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$96.8K (+$2.5K)
Filed 2026-10-20
Guardian Partners Inc.
UNCHANGED
Shares4,750 from 4,750
Change0 (0%)
Value$91.2K (+$2.5K)
Filed 2026-10-21
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares4,158 from 4,158
Change0 (0%)
Value$80.5K (+$2.1K)
Filed 2026-10-15
Spire Wealth Management
DECREASED
Shares4,080 from 4,330
Change-250 (-6%)
Value$79.0K (-$2.7K)
Filed 2026-10-30
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares3,700 from 3,700
Change0 (0%)
Value$71.7K (+$1.9K)
Filed 2026-10-16
Signaturefd, LLC
UNCHANGED
Shares3,652 from 3,652
Change0 (0%)
Value$70.7K (+$1.8K)
Filed 2026-10-23
US Bancorp \de\
INCREASED
Shares3,563 from 3,528
Change+35 (+1%)
Value$69.0K (+$2.4K)
Filed 2026-11-05
LFA - Lugano Financial Advisors SA
INCREASED
Shares3,547 from 2,650
Change+897 (+34%)
Value$68.7K (+$18.7K)
Filed 2026-11-03
Highline Wealth Partners LLC
UNCHANGED
Shares3,140 from 3,140
Change0 (0%)
Value$60.8K (+$1.6K)
Filed 2026-10-19
Root Financial Partners, LLC
NEW
Shares3,105
Change+3,105
Value$60.1K
Filed 2026-10-21
Bulwark Capital Corp
UNCHANGED
Shares2,930 from 2,930
Change0 (0%)
Value$56.8K (+$1.5K)
Filed 2026-10-13
Costello Asset Management, Inc
DECREASED
Shares2,800 from 3,000
Change-200 (-7%)
Value$54.2K (-$2.4K)
Filed 2026-10-30
Barnes Dennig Private Wealth Management LLC
DECREASED
Shares2,780 from 3,510
Change-730 (-21%)
Value$53.8K (-$12.4K)
Filed 2026-10-30
Ascentis Independent Advisors
NEW
Shares2,723
Change+2,723
Value$52.7K
Filed 2026-11-03
Redwood Park Advisors LLC
UNCHANGED
Shares2,712 from 2,712
Change0 (0%)
Value$52.5K (+$1.4K)
Filed 2026-11-02
Concord Wealth Partners
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$48.4K (+$1.3K)
Filed 2026-11-02
Princeton Global Asset Management LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$48.4K (+$1.3K)
Filed 2026-10-21
Hara Capital LLC
UNCHANGED
Shares2,225 from 2,225
Change0 (0%)
Value$43.1K (+$1.1K)
Filed 2026-10-30
Trust Co of Vermont
UNCHANGED
Shares2,059 from 2,059
Change0 (0%)
Value$39.9K (+$1.0K)
Filed 2026-10-21
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares2,005 from 2,005
Change0 (0%)
Value$38.8K (+$1.0K)
Filed 2026-10-27
Compagnie Lombard Odier SCmA
NEW
Shares2,000
Change+2,000
Value$41.2K
Filed 2026-11-04
Key FInancial Inc
DECREASED
Shares1,879 from 1,953
Change-74 (-4%)
Value$36.4K (-$457)
Filed 2026-11-02
Parallel Advisors, LLC
UNCHANGED
Shares1,695 from 1,695
Change0 (0%)
Value$32.8K (+$847)
Filed 2026-11-03
Private Trust Co NA
INCREASED
Shares1,679 from 1,538
Change+141 (+9%)
Value$32.5K (+$3.5K)
Filed 2026-10-20
Ascentis Wealth Management, LLC
INCREASED
Shares1,633 from 1,061
Change+572 (+54%)
Value$31.6K (+$11.6K)
Filed 2026-11-03
Contravisory Investment Management, Inc.
INCREASED
Shares1,629 from 678
Change+951 (+140%)
Value$31.6K (+$18.8K)
Filed 2026-10-13
Jacobi Capital Management LLC
NEW
Shares1,619
Change+1,619
Value$31.4K
Filed 2026-11-05
Lanark Financial, Inc.
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$31.0K (+$800)
Filed 2026-10-26
Laurel Wealth Advisors LLC
NEW
Shares1,500
Change+1,500
Value$29.1K
Filed 2026-10-27
Bank & Trust Co
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$29.1K (+$750)
Filed 2026-10-07
Hilltop National Bank
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$24.2K (+$625)
Filed 2026-10-14
Westside Investment Management, Inc.
DECREASED
Shares1,150 from 1,200
Change-50 (-4%)
Value$22.3K (-$368)
Filed 2026-11-02
First Pacific Financial
UNCHANGED
Shares1,112 from 1,112
Change0 (0%)
Value$21.5K (+$556)
Filed 2026-10-14
Tradewinds Capital Management, LLC
INCREASED
Shares930 from 580
Change+350 (+60%)
Value$18.0K (+$7.1K)
Filed 2026-10-23
Parkside Financial Bank & Trust
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$14.5K (+$375)
Filed 2026-10-27
Mather Group, Llc.
UNCHANGED
Shares687 from 687
Change0 (0%)
Value$13.3K (+$343)
Filed 2026-10-14
Cassaday & Co Wealth Management LLC
DECREASED
Shares652 from 918
Change-266 (-29%)
Value$12.6K (-$4.7K)
Filed 2026-10-27
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares643 from 643
Change0 (0%)
Value$12.5K (+$322)
Filed 2026-11-04
Gen-Wealth Partners Inc
UNCHANGED
Shares640 from 640
Change0 (0%)
Value$12.4K (+$320)
Filed 2026-11-04
Financial Management Professionals, Inc.
INCREASED
Shares625 from 600
Change+25 (+4%)
Value$12.1K (+$784)
Filed 2026-10-23
Physician Wealth Advisors, Inc.
UNCHANGED
Shares572 from 572
Change0 (0%)
Value$11.1K (+$286)
Filed 2026-10-20
McCarley & Cook Financial Planners
NEW
Shares500
Change+500
Value$9.7K
Filed 2026-10-21
Lodestone Wealth Management LLC
DECREASED
Shares500 from 750
Change-250 (-33%)
Value$9.7K (-$4.5K)
Filed 2026-10-14
Meriwether Wealth & Planning, LLC
NEW
Shares442
Change+442
Value$8.6K
Filed 2026-10-13
Transce3nd, LLC
NEW
Shares395
Change+395
Value$7.4K
Filed 2026-10-26
Buck Wealth Strategies, LLC
DECREASED
Shares339 from 450
Change-111 (-25%)
Value$6.6K (-$1.9K)
Filed 2026-10-28
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$5.8K (+$150)
Filed 2026-10-29
Investors Research Corp
UNCHANGED
Shares288 from 288
Change0 (0%)
Value$5.6K (+$144)
Filed 2026-10-07
Bfsg, LLC
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$4.6K (+$120)
Filed 2026-10-30
Chung Wu Investment Group, LLC
NEW
Shares200
Change+200
Value$3.9K
Filed 2026-11-03
Toth Financial Advisory Corp
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$3.3K (+$85)
Filed 2026-10-08
New England Capital Financial Advisors LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$2.4K (+$63)
Filed 2026-11-03
MH & Associates Securities Management Corp
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$1.3K ($0)
Filed 2026-10-30
Assetmark, Inc
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$1.6K (+$41)
Filed 2026-10-21
Markowski Investments
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$1.5K (+$38)
Filed 2026-10-30
Reap Financial Group, LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$1.2K (+$30)
Filed 2026-11-02
Triumph Capital Management
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$968 (+$24)
Filed 2026-10-14
Evolution Wealth Management Inc.
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$581 (+$15)
Filed 2026-10-28
Cedar Mountain Advisors, LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$426 (+$11)
Filed 2026-10-15
William Mack & Associates, Inc.
NEW
Shares20
Change+20
Value$388
Filed 2026-10-27
Asset Dedication, LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$330 (+$9)
Filed 2026-11-03
Trust Co
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$39 (+$1)
Filed 2026-10-09
Wolverine Asset Management LLC
CLOSED
Shares0 from 136,742
Change-136,742 (-100%)
Value$0 (-$2.6M)
Filed 2026-11-02
Enclave Advisors LLC
CLOSED
Shares0 from 49,472
Change-49,472 (-100%)
Value$0 (-$933.5K)
Filed 2026-10-14
Valmark Advisers, Inc.
CLOSED
Shares0 from 24,669
Change-24,669 (-100%)
Value$0 (-$465.5K)
Filed 2026-11-06
Unique Wealth, LLC
CLOSED
Shares0 from 21,910
Change-21,910 (-100%)
Value$0 (-$413.4K)
Filed 2026-10-16
Moneco Advisors, LLC
CLOSED
Shares0 from 16,144
Change-16,144 (-100%)
Value$0 (-$304.6K)
Filed 2026-11-05
Auxano Advisors, LLC
CLOSED
Shares0 from 13,151
Change-13,151 (-100%)
Value$0 (-$248.2K)
Filed 2026-11-06
Fulcrum Wealth Advisors, LLC
CLOSED
Shares0 from 11,916
Change-11,916 (-100%)
Value$0 (-$224.9K)
Filed 2026-10-16
Mission Wealth Management, LP
CLOSED
Shares0 from 11,401
Change-11,401 (-100%)
Value$0 (-$215.1K)
Filed 2026-10-15
Kestra Private Wealth Services, LLC
CLOSED
Shares0 from 10,795
Change-10,795 (-100%)
Value$0 (-$203.7K)
Filed 2026-11-06
BankPlus Trust Department
CLOSED
Shares0 from 9,140
Change-9,140 (-100%)
Value$0 (-$172.5K)
Filed 2026-11-06
Atlatl Advisers LLC
CLOSED
Shares0 from 5,205
Change-5,205 (-100%)
Value$0 (-$98.2K)
Filed 2026-10-22
Barclays PLC
CLOSED
Shares0 from 2,500
Change-2,500 (-100%)
Value$0 (-$47.2K)
Filed 2026-11-06
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,304
Change-1,304 (-100%)
Value$0 (-$24.6K)
Filed 2026-10-15
Signature Resources Capital Management, LLC
CLOSED
Shares0 from 90
Change-90 (-100%)
Value$0 (-$1.7K)
Filed 2026-10-16
Prairie Wealth Advisors, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 (-$1.3M)
Filed 2026-10-29
Federation des caisses Desjardins du Quebec
N/A
Shares— from 22,711,159
Change-22,711,159 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 15,149,827
Change-15,149,827 (-100%)
Value—
Jupiter Asset Management LTD
N/A
Shares— from 9,666,763
Change-9,666,763 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 7,485,156
Change-7,485,156 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 4,809,674
Change-4,809,674 (-100%)
Value—
Weiss Asset Management LP
N/A
Shares— from 2,801,789
Change-2,801,789 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,750,841
Change-2,750,841 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,791,676
Change-1,791,676 (-100%)
Value—
Sprott Inc.
N/A
Shares— from 1,676,600
Change-1,676,600 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 1,650,820
Change-1,650,820 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 1,578,571
Change-1,578,571 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,551,185
Change-1,551,185 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,506,034
Change-1,506,034 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,373,009
Change-1,373,009 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 1,372,914
Change-1,372,914 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 1,332,949
Change-1,332,949 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 1,270,887
Change-1,270,887 (-100%)
Value—
Cedrus Wealth Group LLC
N/A
Shares— from 1,008,358
Change-1,008,358 (-100%)
Value—
Cable Car Capital, LPA
N/A
Shares— from 1,000,000
Change-1,000,000 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 972,794
Change-972,794 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 963,167
Change-963,167 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 936,022
Change-936,022 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 865,438
Change-865,438 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 865,277
Change-865,277 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 717,611
Change-717,611 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 671,620
Change-671,620 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 669,971
Change-669,971 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 642,373
Change-642,373 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 613,245
Change-613,245 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 603,594
Change-603,594 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 588,016
Change-588,016 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 572,407
Change-572,407 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 569,500
Change-569,500 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 550,964
Change-550,964 (-100%)
Value—
Equinox Partners Investment Management LLC
N/A
Shares— from 550,500
Change-550,500 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 548,031
Change-548,031 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 535,079
Change-535,079 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 519,432
Change-519,432 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 477,190
Change-477,190 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 449,742
Change-449,742 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 445,981
Change-445,981 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 442,718
Change-442,718 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 417,670
Change-417,670 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 405,850
Change-405,850 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 383,541
Change-383,541 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 365,114
Change-365,114 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 356,362
Change-356,362 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 328,652
Change-328,652 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 302,878
Change-302,878 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 288,061
Change-288,061 (-100%)
Value—
Menlo Advisors LLC
N/A
Shares— from 251,710
Change-251,710 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 224,359
Change-224,359 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 222,956
Change-222,956 (-100%)
Value—
Regency Capital Management Inc.\DE
N/A
Shares— from 222,527
Change-222,527 (-100%)
Value—
Knoll Capital Management, LLC
N/A
Shares— from 222,160
Change-222,160 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 221,858
Change-221,858 (-100%)
Value—
Anson Funds Management LPA
N/A
Shares— from 215,327
Change-215,327 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 211,665
Change-211,665 (-100%)
Value—
UBS Group AG
N/A
Shares— from 202,421
Change-202,421 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 196,824
Change-196,824 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 195,246
Change-195,246 (-100%)
Value—
Manatuck Hill Partners, LLC
N/A
Shares— from 192,200
Change-192,200 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 183,168
Change-183,168 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 177,149
Change-177,149 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 174,744
Change-174,744 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 172,938
Change-172,938 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 170,030
Change-170,030 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 165,376
Change-165,376 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 164,403
Change-164,403 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 161,762
Change-161,762 (-100%)
Value—
SIG North Trading, ULC
N/A
Shares— from 161,678
Change-161,678 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 157,550
Change-157,550 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 155,699
Change-155,699 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 155,449
Change-155,449 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 151,118
Change-151,118 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 141,531
Change-141,531 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 140,600
Change-140,600 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 137,521
Change-137,521 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 135,804
Change-135,804 (-100%)
Value—
HC Advisors, LLC
N/A
Shares— from 131,342
Change-131,342 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 124,723
Change-124,723 (-100%)
Value—
ArchPoint Investors
N/A
Shares— from 124,364
Change-124,364 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 123,593
Change-123,593 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 123,582
Change-123,582 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 123,582
Change-123,582 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 122,100
Change-122,100 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 120,630
Change-120,630 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 117,482
Change-117,482 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 116,697
Change-116,697 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 112,172
Change-112,172 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 111,174
Change-111,174 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 111,134
Change-111,134 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 107,595
Change-107,595 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 106,227
Change-106,227 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 101,107
Change-101,107 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 101,090
Change-101,090 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 100,064
Change-100,064 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 99,008
Change-99,008 (-100%)
Value—
Nokomis Capital, L.L.C.
N/A
Shares— from 92,500
Change-92,500 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 87,133
Change-87,133 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 86,507
Change-86,507 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 84,557
Change-84,557 (-100%)
Value—
CSS LLC
N/A
Shares— from 82,585
Change-82,585 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 82,060
Change-82,060 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 81,940
Change-81,940 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 80,900
Change-80,900 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 78,469
Change-78,469 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 77,692
Change-77,692 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 73,193
Change-73,193 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 72,308
Change-72,308 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 72,089
Change-72,089 (-100%)
Value—
Mountain Lake Investment Management LLC
N/A
Shares— from 67,321
Change-67,321 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 66,757
Change-66,757 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 65,549
Change-65,549 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 61,227
Change-61,227 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 57,500
Change-57,500 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 57,091
Change-57,091 (-100%)
Value—
Blair William & Co
N/A
Shares— from 56,771
Change-56,771 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 52,713
Change-52,713 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 51,563
Change-51,563 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 50,096
Change-50,096 (-100%)
Value—
Lane Generational LLC
N/A
Shares— from 44,334
Change-44,334 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 43,970
Change-43,970 (-100%)
Value—
Stansberry Asset Management, LLC
N/A
Shares— from 43,849
Change-43,849 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 42,342
Change-42,342 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 42,240
Change-42,240 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 42,075
Change-42,075 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 41,182
Change-41,182 (-100%)
Value—
VanWeelden Wealth Management, LLC
N/A
Shares— from 39,175
Change-39,175 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 38,987
Change-38,987 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 38,314
Change-38,314 (-100%)
Value—
VAN DEN Berg Management I, Inc
N/A
Shares— from 38,019
Change-38,019 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 35,451
Change-35,451 (-100%)
Value—
Barometer Capital Management Inc.
N/A
Shares— from 32,700
Change-32,700 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 32,333
Change-32,333 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 32,090
Change-32,090 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 31,200
Change-31,200 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 29,950
Change-29,950 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 29,709
Change-29,709 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 29,650
Change-29,650 (-100%)
Value—
Stephens Inc
N/A
Shares— from 29,588
Change-29,588 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 25,942
Change-25,942 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 25,350
Change-25,350 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 25,007
Change-25,007 (-100%)
Value—
Scharf Investments, LLC
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 24,739
Change-24,739 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 24,600
Change-24,600 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 24,425
Change-24,425 (-100%)
Value—
Man Group plc
N/A
Shares— from 23,771
Change-23,771 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 22,585
Change-22,585 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 21,060
Change-21,060 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 21,017
Change-21,017 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 20,624
Change-20,624 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 19,954
Change-19,954 (-100%)
Value—
Melia Wealth LLC
N/A
Shares— from 19,623
Change-19,623 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 19,000
Change-19,000 (-100%)
Value—
&partners
N/A
Shares— from 17,675
Change-17,675 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 17,497
Change-17,497 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 16,822
Change-16,822 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 16,737
Change-16,737 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 16,240
Change-16,240 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 15,723
Change-15,723 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 15,350
Change-15,350 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 15,200
Change-15,200 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 15,019
Change-15,019 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 14,799
Change-14,799 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 14,316
Change-14,316 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 14,291
Change-14,291 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 13,700
Change-13,700 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 13,310
Change-13,310 (-100%)
Value—
V. M. Manning & Co., Inc.
N/A
Shares— from 13,153
Change-13,153 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 13,005
Change-13,005 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Spwm Advisors LLC
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 12,485
Change-12,485 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 11,595
Change-11,595 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 11,506
Change-11,506 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 11,323
Change-11,323 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 11,300
Change-11,300 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 11,147
Change-11,147 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 10,944
Change-10,944 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 10,844
Change-10,844 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 10,100
Change-10,100 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 7,685
Change-7,685 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 7,595
Change-7,595 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 7,144
Change-7,144 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 6,688
Change-6,688 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 6,495
Change-6,495 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 6,056
Change-6,056 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 5,950
Change-5,950 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 5,600
Change-5,600 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 5,400
Change-5,400 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 4,935
Change-4,935 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 4,493
Change-4,493 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 4,078
Change-4,078 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 3,455
Change-3,455 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 2,900
Change-2,900 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 2,629
Change-2,629 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
Motco
N/A
Shares— from 1,445
Change-1,445 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,070
Change-1,070 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 1,044
Change-1,044 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 862
Change-862 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 750
Change-750 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 575
Change-575 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 486
Change-486 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 333
Change-333 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 64
Change-64 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 15
Change-15 (-100%)
Value—
Status
Imc-Chicago, LLC
DECREASED11,276,87117,254,071-5,977,200-35%$325.6M$218.4M-$107.2M2026-11-05
Alps Advisors Inc
INCREASED6,400,1865,777,206+622,980+11%$109.0M$124.0M+$15.0M2026-11-03
LPL Financial LLC
INCREASED3,062,6093,033,769+28,840+1%$57.2M$59.3M+$2.1M2026-11-06
Capital Wealth Alliance, LLC
DECREASED2,223,2932,233,141-9,8480%$42.1M$43.1M+$952.0K2026-10-20
Kestra Advisory Services, LLC
DECREASED1,644,2051,891,228-247,023-13%$35.7M$31.8M-$3.8M2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED1,643,6631,697,326-53,663-3%$32.0M$31.8K-$32.0M2026-11-02
Prospera Financial Services Inc
INCREASED1,385,6641,340,709+44,955+3%$25.3M$22.2M-$3.1M2026-11-04
Wealthcare Capital Management LLC
INCREASED1,036,1161,028,924+7,192+1%$19.4M$20.1M+$653.8K2026-10-21
Cyndeo Wealth Partners, LLC
INCREASED783,096576,722+206,374+36%$10.9M$15.2M+$4.3M2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED702,890686,911+15,979+2%$13.1M$13.6M+$488.6K2026-10-13
Integrity Alliance, Llc.
NEW700,811—+700,811——$13.6M—2026-10-29
Asset One Wealth Management LLC
DECREASED693,298700,769-7,471-1%$13.0M$13.4M+$443.9K2026-11-02
Brookstone Capital Management
INCREASED644,490636,397+8,093+1%$12.0M$12.5M+$475.0K2026-10-22
Money Concepts Capital Corp
INCREASED638,322613,780+24,542+4%$11.6M$12.4M+$782.3K2026-11-06
Abacus Planning Group, Inc.
UNCHANGED565,265565,26500%$10.7M$10.9M+$282.6K2026-11-02
International Assets Investment Management, LLC
DECREASED484,946491,171-6,225-1%$9.3M$9.5M+$231.6K2026-11-02
Accordant Advisory Group Inc
INCREASED466,379461,338+5,041+1%$8.7M$9.0M+$328.3K2026-10-29
Hurley Capital, LLC
DECREASED466,160466,559-3990%$8.8M$9.0M+$225.6K2026-11-05
RIA Advisory Group LLC
INCREASED459,408455,688+3,720+1%$8.6M$8.9M+$299.9K2026-10-15
Pacific Sage Partners, LLC
INCREASED457,505455,651+1,854+0%$8.6M$8.9M+$263.7K2026-10-21
Pekin Hardy Strauss, Inc.
INCREASED416,439390,969+25,470+7%$7.4M$8.1M+$688.8K2026-11-02
Evergreen Capital Management LLC
INCREASED410,589389,517+21,072+5%$7.4M$8.0M+$602.9K2026-10-23
Grand Central Investment Group
DECREASED400,792427,947-27,155-6%$8.1M$7.8M-$312.0K2026-11-02
Carota Wealth Management
NEW393,151—+393,151——$7.6M—2026-11-03
Forest Hill Capital, LLC
UNCHANGED388,000388,00000%$7.3M$7.5M+$194.0K2026-11-05
Commonwealth Equity Services, LLC
DECREASED385,091550,289-165,198-30%$10.4M$7.5M-$2.9M2026-11-02
TD Waterhouse Canada Inc.
INCREASED370,591362,737+7,854+2%$6.9M$7.2M+$386.0K2026-10-16
Entruity Wealth, LLC
INCREASED369,829361,456+8,373+2%$6.8M$7.2M+$342.9K2026-11-06
Apella Capital, LLC
INCREASED356,341351,326+5,015+1%$6.8M$6.9M+$150.2K2026-10-08
Central Trust Co
DECREASED315,063330,978-15,915-5%$6.2M$6.1M-$142.8K2026-11-05
Parsons Capital Management Inc
INCREASED296,823292,323+4,500+2%$5.5M$5.7M+$233.3K2026-10-28
J.W. Cole Advisors, Inc.
INCREASED291,050233,631+57,419+25%$4.4M$5.6M+$1.2M2026-11-05
Euro Pacific Asset Management, LLC
DECREASED279,191284,621-5,430-2%$4.8K$5.4M+$5.4M2026-11-03
New Harbor Financial Group, LLC
INCREASED262,659236,272+26,387+11%$4.5M$5.1M+$629.3K2026-10-22
Hohimer Wealth Management, LLC
DECREASED257,112258,804-1,692-1%$4.9M$5.0M+$96.6K2026-11-04
Walser Wealth Management Company, A Ltd Liability Co
INCREASED234,754148,774+85,980+58%$2.8M$4.5M+$1.7M2026-10-15
TMB Capital Partners, LLC
NEW218,914—+218,914——$4.2M—2026-10-20
Wealthcare Advisory Partners LLC
DECREASED205,518205,537-190%$3.9M$4.0M+$102.4K2026-10-21
D.A. Davidson & Co.
INCREASED198,859189,429+9,430+5%$3.6M$3.9M+$277.4K2026-10-28
Alpha Advisors, LLC
INCREASED195,819170,047+25,772+15%$3.2M$3.8M+$584.2K2026-10-19
EverSource Wealth Advisors, LLC
INCREASED194,775167,767+27,008+16%$3.2M$3.8M+$607.0K2026-11-04
Rossby Financial, LCC
UNCHANGED194,160194,16000%$3.7M$3.8M+$97.1K2026-11-05
SeaCrest Wealth Management, LLC
DECREASED192,015201,835-9,820-5%$3.8M$3.7M-$89.3K2026-10-21
Mirae Asset Global Investments Co., Ltd.
INCREASED182,625114,100+68,525+60%$2.2M$3.5M+$1.4M2026-11-03
Abbington Investment Group
INCREASED171,233171,210+23+0%$3.2M$3.3M+$86.0K2026-11-03
Simplicity Wealth,LLC
INCREASED149,362109,019+40,343+37%$2.1M$2.9M+$836.0K2026-10-23
Discipline Wealth Solutions, LLC
INCREASED140,89941,386+99,513+240%$781.0K$2.7M+$1.9M2026-10-14
October Effect Ltd
INCREASED140,670129,970+10,700+8%$2.5M$2.7M+$272.2K2026-10-20
HUB Investment Partners, LLC
DECREASED139,080139,280-2000%$2.6M$2.7M+$65.8K2026-11-03
Gradient Investments LLC
INCREASED139,067135,005+4,062+3%$2.5M$2.7M+$146.2K2026-10-08
Pettinga Financial Advisors LLC
DECREASED138,585145,110-6,525-4%$2.7M$2.7M-$53.8K2026-10-13
Smart Wealth LLC
DECREASED135,295135,919-6240%$2.6M$2.6M+$55.9K2026-11-04
Lincoln Capital Corp
INCREASED130,85097,800+33,050+34%$1.8M$2.5M+$689.1K2026-10-13
PNC Financial Services Group, Inc.
INCREASED120,920119,404+1,516+1%$2.3M$2.3M+$89.1K2026-11-06
WIT Partners Advisory Pte. Ltd.
DECREASED120,0451,258,030-1,137,985-90%$23.7M$2.3M-$21.4M2026-10-16
Compound Planning, Inc.
DECREASED118,980120,388-1,408-1%$2.3M$2.3M+$32.9K2026-11-05
Columbia Advisory Partners LLC
INCREASED106,94591,538+15,407+17%$1.7M$2.1M+$344.2K2026-10-15
Larson Financial Group LLC
DECREASED105,337105,572-2350%$2.0M$2.0M+$48.2K2026-11-05
American Capital Advisory, LLC
INCREASED103,657103,538+119+0%$2.0M$2.0M+$54.1K2026-10-28
Beaumont Financial Advisors, LLC
INCREASED101,350101,066+284+0%$1.9M$2.0M+$56.0K2026-10-22
Beam Wealth Advisors, Inc.
INCREASED100,01498,751+1,263+1%$1.9M$1.9M+$73.8K2026-11-03
Beutel, Goodman & Co Ltd.
UNCHANGED92,50092,50000%$1.7K$1.8K+$572026-11-04
Cypress Wealth Services, LLC
INCREASED90,79690,754+42+0%$1.7M$1.8M+$103.4K2026-10-21
Sicart Associates LLC
UNCHANGED89,69889,69800%$1.7M$1.7M-$35.0K2026-10-29
Cobblestone Asset Management LLC
DECREASED86,27587,426-1,151-1%$1.6M$1.7M+$21.4K2026-10-13
Arnhold LLC
UNCHANGED85,00085,00000%$1.6M$1.6M+$42.5K2026-10-26
Everest Financial Group LLC
NEW80,772—+80,772——$1.6M—2026-11-06
Flynn Zito Capital Management, LLC
UNCHANGED80,17980,17900%$1.5M$1.6M+$40.1K2026-11-04
Global Strategic Management Inc
INCREASED75,70075,000+700+1%$1.4M$1.5K-$1.4M2026-10-16
Moors & Cabot, Inc.
DECREASED74,66375,719-1,056-1%$1.4M$1.4M+$17.4K2026-11-06
North Star Investment Management Corp.
UNCHANGED73,91073,91000%$1.4M$1.4M+$37.0K2026-10-27
Keybank National Association
UNCHANGED73,47873,47800%$1.4M$1.4M+$36.7K2026-11-04
Wakefield Asset Management Lllp
INCREASED72,82236,413+36,409+100%$687.1K$1.4M+$723.4K2026-11-05
Virginia Estate & Retirement Planning Advisors Inc.
DECREASED66,52084,891-18,371-22%$2.6M$1.3M-$1.3M2026-10-14
G&S Capital LLC
INCREASED64,50554,946+9,559+17%$1.0M$1.2M+$212.6K2026-10-23
StoneX Group Inc.
DECREASED64,15473,599-9,445-13%$1.5M$1.2M-$219.3K2026-11-03
Blueprint Investment Partners LLC
DECREASED63,56078,059-14,499-19%$1.5M$1.2M-$241.8K2026-10-28
Blueprint Financial Advisors LLC
DECREASED63,42777,926-14,499-19%$1.5M$1.2M-$241.9K2026-10-28
Greenfield Seitz Capital Management, LLC
INCREASED62,75452,034+10,720+21%$981.9K$1.2M+$233.7K2026-10-29
Creative Planning
INCREASED62,19060,794+1,396+2%$1.1M$1.2M+$57.5K2026-11-02
BCV Asset Management Inc.
INCREASED60,98551,625+9,360+18%$957.7K$1.2M+$229.9K2026-11-06
Oppenheimer & Co Inc
DECREASED59,31559,665-350-1%$1.1M$1.1M+$23.1K2026-10-26
Alliance Wealth Advisors, LLC
UNCHANGED58,00858,00800%$1.1M$1.1M+$29.0K2026-10-28
Jamison Private Wealth Management, Inc.
UNCHANGED57,59057,59000%$1.1M$1.1M+$28.8K2026-10-14
PKS Advisory Services, LLC
UNCHANGED55,23855,23800%$1.0M$1.0M$02026-10-26
Farther Finance Advisors, LLC
INCREASED52,18439,256+12,928+33%$740.8K$1.0M+$270.0K2026-10-08
Mraz, Amerine & Associates, Inc.
UNCHANGED51,77451,77400%$977.0K$1.0M+$25.9K2026-10-30
Islay Capital Management, LLC
UNCHANGED51,12451,12400%$964.7K$990.3K+$25.6K2026-10-20
Independent Financial Group, LLC
DECREASED49,38449,630-2460%$936.5K$956.6K+$20.1K2026-10-13
Destiny Wealth Partners, LLC
UNCHANGED45,45245,45200%$854.5K$739.5K-$115.0K2026-11-05
Evanson Financial, LLC
UNCHANGED45,30445,30400%$854.9K$877.5K+$22.7K2026-10-23
Providence Wealth Advisors, LLC
DECREASED44,04845,048-1,000-2%$881.1K$861.1K-$20.0K2026-10-29
Heritage Wealth Management, Inc.
DECREASED43,60543,660-550%$823.9K$844.6K+$20.8K2026-10-28
Baker Tilly Wealth Management, LLC
UNCHANGED43,22743,22700%$815.7K$837.3K+$21.6K2026-10-05
Sowell Financial Services LLC
INCREASED38,22037,970+250+1%$716.5K$740.3K+$23.8K2026-10-23
Black Diamond Financial, LLC
UNCHANGED38,13738,13700%$719.6K$738.7K+$19.1K2026-10-26
180 Wealth Advisors, LLC
INCREASED37,47029,555+7,915+27%$557.7K$725.8K+$168.1K2026-11-03
TrustWell Financial Advisors, LLC
UNCHANGED36,84236,84200%$695.2K$713.6K+$18.4K2026-10-15
Merit Financial Group, LLC
INCREASED36,83136,642+189+1%$691.4K$713.4K+$22.0K2026-11-06
Veracity Capital LLC
INCREASED36,59036,329+261+1%$685.5K$708.7K+$23.2K2026-10-08
Ignite Planners, LLC
INCREASED36,41935,417+1,002+3%$668.3K$705.4K+$37.1K2026-10-14
Beacon Financial Group
DECREASED36,06536,075-100%$680.7K$698.6K+$17.8K2026-10-19
ADE, LLC
UNCHANGED35,37235,37200%$667.5K$685.2K+$17.7K2026-10-29
Convergence Financial, LLC
NEW34,737—+34,737——$672.9K—2026-10-27
Apollon Wealth Management, LLC
INCREASED34,26521,641+12,624+58%$408.4K$663.7K+$255.3K2026-10-23
Dagco, Inc.
DECREASED34,25236,668-2,416-7%$691.9K$663.5K-$28.5K2026-10-20
Surience Private Wealth LLC
INCREASED34,14028,526+5,614+20%$538.3K$661.3K+$123.0K2026-10-16
Total Investment Management Inc
UNCHANGED33,92533,92500%$637.8K$657.1K+$19.3K2026-10-22
Latitude Advisors, LLC
UNCHANGED33,89933,89900%$639.7K$656.6K+$17.0K2026-10-27
Founders Financial Securities LLC
DECREASED33,00634,785-1,779-5%$656.4K$639.3K-$17.1K2026-10-28
Carnegie Lake Advisors LLC
UNCHANGED31,82531,82500%$600.5K$616.5K+$15.9K2026-11-06
Castleview Partners, LLC
INCREASED31,71031,090+620+2%$586.7K$614.2K+$27.6K2026-10-09
Foster Dykema Cabot & Partners, LLC
UNCHANGED31,12031,12000%$587.2K$602.8K+$15.6K2026-10-30
Matauro, LLC
DECREASED30,59832,991-2,393-7%$622.5K$592.7K-$29.9K2026-11-03
Synergy Asset Management, LLC
DECREASED30,05651,807-21,751-42%$977.6K$582.2K-$395.4K2026-11-05
Guild Investment Management, Inc.
NEW30,020—+30,020——$581.5K—2026-11-03
Investors Asset Management of Georgia Inc
UNCHANGED30,00030,00000%$566.1K$581.1K+$15.0K2026-10-20
O'Brien Greene & Co. Inc
UNCHANGED29,68829,68800%$560.2K$575.1K+$14.8K2026-11-05
Vise Technologies, Inc.
INCREASED29,51822,518+7,000+31%$424.9K$571.8K+$146.8K2026-10-29
Hiley Hunt Wealth Management
UNCHANGED29,40829,40800%$554.9K$569.6K+$14.7K2026-10-08
Csenge Advisory Group
DECREASED28,71741,152-12,435-30%$776.5K$556.3K-$220.3K2026-11-04
Outlook Wealth Advisors, LLC
UNCHANGED27,82627,82600%$525.1K$539.0K+$13.9K2026-10-28
Capital City Trust Co
UNCHANGED27,32027,32000%$515.5K$529.2K+$13.7K2026-10-22
Wedbush Securities Inc
DECREASED27,09927,399-300-1%$517.0K$525-$516.5K2026-10-22
LexAurum Advisors, LLC
INCREASED26,75823,153+3,605+16%$436.9K$518.3K+$81.4K2026-10-19
Breakwater Capital Group
NEW26,050—+26,050——$504.6K—2026-10-09
Insight Inv LLC
UNCHANGED25,75025,75000%$485.9K$498.8K+$12.9K2026-10-27
Private Client Services, LLC
INCREASED24,64724,175+472+2%$456.2K$477.4K+$21.2K2026-10-02
Chicago Capital, LLC
UNCHANGED24,00024,00000%$452.9K$464.9K+$12.0K2026-10-13
Founders Grove Wealth Partners, LLC
UNCHANGED23,87523,87500%$450.5K$462.5K+$11.9K2026-10-16
Apollon Financial, LLC
UNCHANGED23,63323,63300%$446.0K$457.8K+$11.8K2026-10-23
Quadrant Private Wealth Management, LLC
UNCHANGED23,60623,60600%$445.4K$457.2K+$11.8K2026-11-04
Seros Financial, LLC
NEW23,209—+23,209——$449.6K—2026-10-21
Northwest Wealth Management, LLC
INCREASED23,08720,872+2,215+11%$393.9K$447.2K+$53.3K2026-10-30
IPG Investment Advisors LLC
UNCHANGED22,39022,39000%$422.5K$433.7K+$11.2K2026-10-30
Nadler Financial Group, Inc.
UNCHANGED22,27222,27200%$420.3K$431.4K+$11.1K2026-10-23
Bill Few Associates, Inc.
UNCHANGED22,15022,15000%$418.0K$429.0K+$11.1K2026-10-09
Mountain Capital Investment Advisors Inc.
INCREASED21,82821,504+324+2%$405.8K$422.8K+$17.0K2026-11-06
Arlington Trust Co LLC
UNCHANGED21,10121,10100%$398.2K$408.7K+$10.6K2026-10-20
ARS Wealth Advisors Group, LLC
UNCHANGED20,60020,60000%$388.7K$399.0K+$10.3K2026-10-16
Savant Capital, LLC
INCREASED19,52010,572+8,948+85%$207.4K$378.1K+$170.7K2026-11-06
Atria Investments, Inc
DECREASED18,51420,257-1,743-9%$382.3K$358.6K-$23.6K2026-10-15
Meixler Investment Management, Ltd.
INCREASED18,27017,070+1,200+7%$322.1K$353.9K+$31.8K2026-11-03
Bank of New York Mellon Corp
UNCHANGED17,94117,94100%$338.6K$347.5K+$9.0K2026-11-05
Park Avenue Securities LLC
INCREASED17,80115,491+2,310+15%$292.0K$345-$291.7K2026-10-26
Nations Financial Group Inc,
UNCHANGED17,30017,30000%$326.5K$335.1K+$8.7K2026-11-05
NovaPoint Capital, LLC
INCREASED17,11914,061+3,058+22%$265.3K$331.6K+$66.3K2026-10-22
Flagship Harbor Advisors, LLC
DECREASED16,83720,736-3,899-19%$391.3K$326.1K-$65.2K2026-10-26
Nikulski Financial, Inc.
DECREASED16,74021,974-5,234-24%$414.6K$324.3K-$90.4K2026-11-06
B. Riley Wealth Advisors, Inc.
DECREASED16,67520,175-3,500-17%$373.6K$323.0K-$50.6K2026-10-13
Focus Financial Network, Inc.
UNCHANGED16,66316,66300%$314.4K$322.8K+$8.3K2026-10-14
O'Domhnaill Enterprises, Inc.
NEW16,110—+16,110——$312.1K—2026-10-29
Caliber Wealth Management, LLC / KS
UNCHANGED16,10016,10000%$303.8K$311.9K+$8.1K2026-11-04
Mendota Financial Group, LLC
UNCHANGED16,00016,00000%$301.9K$309.9K+$8.0K2026-10-07
Mission Financial Group, LLC
DECREASED15,95019,518-3,568-18%$368.3K$309.0K-$59.4K2026-10-21
Koshinski Asset Management, Inc.
DECREASED15,73115,775-440%$297.7K$304.7K+$7.0K2026-10-29
Allworth Financial LP
UNCHANGED15,65415,65400%$295.4K$295.4K$02026-11-06
Compass Financial Management LLC
UNCHANGED15,48515,48500%$292.2K$299.9K+$7.7K2026-10-30
Certuity, LLC
UNCHANGED15,24815,24800%$287.7K$295.4K+$7.6K2026-11-02
Novem Group
UNCHANGED15,22515,22500%$287.3K$294.9K+$7.6K2026-10-19
Clearstead Advisors, LLC
INCREASED15,02714,977+50+0%$282.6K$291.1K+$8.5K2026-11-06
MGO One Seven LLC
INCREASED14,72813,050+1,678+13%$246.3K$285.3K+$39.0K2026-10-28
Salomon & Ludwin, LLC
DECREASED14,72714,738-110%$278.0K$285.3K+$7.2K2026-10-29
Robinson Value Management, Ltd.
UNCHANGED14,69614,69600%$277.3K$284.7K+$7.3K2026-10-20
E&G Advisors, LLC
UNCHANGED14,50014,50000%$273.6K$280.9K+$7.3K2026-10-13
Thrivent Financial for Lutherans
UNCHANGED14,38414,38400%$270.0K$282-$269.7K2026-11-05
Badgley Phelps Wealth Managers, LLC
DECREASED14,21717,732-3,515-20%$334.6K$275.4K-$59.2K2026-10-22
First Merchants Corp
NEW14,035—+14,035——$271.9K—2026-10-15
CoreCap Advisors, LLC
DECREASED14,03217,405-3,373-19%$328.4K$271.8K-$56.6K2026-10-08
Allen Capital Group, LLC
DECREASED13,84215,342-1,500-10%$289.5K$268.1K-$21.4K2026-10-27
Levin Capital Strategies, L.P.
DECREASED13,52315,723-2,200-14%$296.7K$261.9K-$34.8K2026-11-02
Concurrent Investment Advisors, LLC
NEW13,424—+13,424——$260.0K—2026-10-16
Professional Advisory Services Inc
INCREASED13,28012,295+985+8%$232$257+$252026-10-08
PFG Advisors
DECREASED13,21813,643-425-3%$257.4K$256.0K-$1.4K2026-10-16
LVW Advisors, LLC
INCREASED13,05612,336+720+6%$232.8K$252.9K+$20.1K2026-10-19
Krilogy Financial LLC
UNCHANGED13,04013,04000%$246.1K$257.4K+$11.3K2026-10-13
Total Wealth Planning & Management, Inc.
DECREASED12,73313,233-500-4%$249.7K$246.6K-$3.1K2026-10-23
Global View Capital Management LLC
DECREASED12,67312,933-260-2%$244.0K$245.5K+$1.4K2026-10-28
Main Street Group, LTD
DECREASED12,55012,775-225-2%$241.1K$243.1K+$2.0K2026-10-28
Crown Wealth Group, LLC
DECREASED12,53812,738-200-2%$240.4K$242.9K+$2.5K2026-10-19
AlphaStar Capital Management, LLC
UNCHANGED12,31812,31800%$232.4K$238.6K+$6.2K2026-10-16
Bernicke Wealth Management, Ltd.
UNCHANGED12,29712,29700%$232.0K$238.2K+$6.1K2026-11-06
Leslie Global Wealth, LLC
NEW12,060—+12,060——$233.6K—2026-10-26
Kingswood Wealth Advisors, LLC
NEW12,035—+12,035——$233.1K—2026-10-23
Sendero Wealth Management, LLC
UNCHANGED12,00012,00000%$226.4K$232.4K+$6.0K2026-10-14
Tcfg Investment Advisors, LLC
UNCHANGED11,95511,95500%$225.6K$231.6K+$6.0K2026-10-20
Crane Advisory, LLC
UNCHANGED11,95011,95000%$213.7K$236.4K+$22.7K2026-10-13
J. Safra Sarasin Holding AG
UNCHANGED11,93011,93000%$225.2K$231.1K+$5.9K2026-10-26
Bank Pictet & Cie (Europe) AG
UNCHANGED11,44911,44900%$216.0K$221.8K+$5.7K2026-10-20
LifeWealth Investments, LLC
UNCHANGED11,44611,44600%$216.0K$221.7K+$5.7K2026-10-21
Acorn Wealth Advisors, LLC
NEW11,320—+11,320——$219.3K—2026-10-19
Level Four Advisory Services, LLC
UNCHANGED11,30711,30700%$213.4K$219.0K+$5.7K2026-11-06
Diligent Investors, LLC
UNCHANGED11,20011,20000%$211.3K$216.9K+$5.6K2026-10-21
Almanack Investment Partners, Llc.
UNCHANGED11,12511,12500%$209.9K$215.5K+$5.6K2026-11-03
HT Partners LLC
NEW10,541—+10,541——$204.2K—2026-10-20
Total Clarity Wealth Management, Inc.
INCREASED10,25510,101+154+2%$190.6K$198.6K+$8.0K2026-10-26
Cambridge Advisors Inc.
NEW10,247—+10,247——$198.5K—2026-10-19
Welch Group, LLC
UNCHANGED10,17310,17300%$192.0K$197.1K+$5.1K2026-10-29
St. Louis Financial Planners Asset Management, LLC
UNCHANGED10,01010,01000%$194.7K$206.8K+$12.1K2026-10-16
Littlejohn Financial Services, Inc.
NEW10,000—+10,000——$193.7K—2026-11-06
UMB Bank, n.a.
UNCHANGED10,00010,00000%$188.7K$193.7K+$5.0K2026-11-06
Wilkerson Advisory Group LLC
DECREASED9,83810,448-610-6%$197.2K$190.6K-$6.6K2026-10-20
CX Institutional
NEW7,461—+7,461——$145—2026-10-02
Activest Wealth Management
UNCHANGED7,0427,04200%$132.9K$136.4K+$3.5K2026-10-15
Creative Financial Designs Inc
INCREASED6,0003,308+2,692+81%$62.4K$116.2K+$53.8K2026-11-04
Blue Trust, Inc.
INCREASED5,8905,451+439+8%$102.9K$114.1K+$11.2K2026-10-15
Community Financial Services Group, LLC
UNCHANGED5,3255,32500%$100.5K$104.4K+$3.8K2026-10-15
IFP Advisors, Inc
UNCHANGED5,0935,09300%$96.1K$98.7K+$2.5K2026-10-16
City State Bank
UNCHANGED5,0005,00000%$94.4K$96.9K+$2.5K2026-10-20
Peoples Financial Services Corp.
UNCHANGED5,0005,00000%$94.3K$96.8K+$2.5K2026-10-20
Guardian Partners Inc.
UNCHANGED4,7504,75000%$88.7K$91.2K+$2.5K2026-10-21
Cherry Tree Wealth Management, LLC
UNCHANGED4,1584,15800%$78.5K$80.5K+$2.1K2026-10-15
Spire Wealth Management
DECREASED4,0804,330-250-6%$81.7K$79.0K-$2.7K2026-10-30
Halbert Hargrove Global Advisors, LLC
UNCHANGED3,7003,70000%$69.8K$71.7K+$1.9K2026-10-16
Signaturefd, LLC
UNCHANGED3,6523,65200%$68.9K$70.7K+$1.8K2026-10-23
US Bancorp \de\
INCREASED3,5633,528+35+1%$66.6K$69.0K+$2.4K2026-11-05
LFA - Lugano Financial Advisors SA
INCREASED3,5472,650+897+34%$50.0K$68.7K+$18.7K2026-11-03
Highline Wealth Partners LLC
UNCHANGED3,1403,14000%$59.3K$60.8K+$1.6K2026-10-19
Root Financial Partners, LLC
NEW3,105—+3,105——$60.1K—2026-10-21
Bulwark Capital Corp
UNCHANGED2,9302,93000%$55.3K$56.8K+$1.5K2026-10-13
Costello Asset Management, Inc
DECREASED2,8003,000-200-7%$56.6K$54.2K-$2.4K2026-10-30
Barnes Dennig Private Wealth Management LLC
DECREASED2,7803,510-730-21%$66.2K$53.8K-$12.4K2026-10-30
Ascentis Independent Advisors
NEW2,723—+2,723——$52.7K—2026-11-03
Redwood Park Advisors LLC
UNCHANGED2,7122,71200%$51.2K$52.5K+$1.4K2026-11-02
Concord Wealth Partners
UNCHANGED2,5002,50000%$47.2K$48.4K+$1.3K2026-11-02
Princeton Global Asset Management LLC
UNCHANGED2,5002,50000%$47.2K$48.4K+$1.3K2026-10-21
Hara Capital LLC
UNCHANGED2,2252,22500%$42.0K$43.1K+$1.1K2026-10-30
Trust Co of Vermont
UNCHANGED2,0592,05900%$38.9K$39.9K+$1.0K2026-10-21
Pinnacle Wealth Planning Services, Inc.
UNCHANGED2,0052,00500%$37.8K$38.8K+$1.0K2026-10-27
Compagnie Lombard Odier SCmA
NEW2,000—+2,000——$41.2K—2026-11-04
Key FInancial Inc
DECREASED1,8791,953-74-4%$36.9K$36.4K-$4572026-11-02
Parallel Advisors, LLC
UNCHANGED1,6951,69500%$32.0K$32.8K+$8472026-11-03
Private Trust Co NA
INCREASED1,6791,538+141+9%$29.0K$32.5K+$3.5K2026-10-20
Ascentis Wealth Management, LLC
INCREASED1,6331,061+572+54%$20.0K$31.6K+$11.6K2026-11-03
Contravisory Investment Management, Inc.
INCREASED1,629678+951+140%$12.8K$31.6K+$18.8K2026-10-13
Jacobi Capital Management LLC
NEW1,619—+1,619——$31.4K—2026-11-05
Lanark Financial, Inc.
UNCHANGED1,6001,60000%$30.2K$31.0K+$8002026-10-26
Laurel Wealth Advisors LLC
NEW1,500—+1,500——$29.1K—2026-10-27
Bank & Trust Co
UNCHANGED1,5001,50000%$28.3K$29.1K+$7502026-10-07
Hilltop National Bank
UNCHANGED1,2501,25000%$23.6K$24.2K+$6252026-10-14
Westside Investment Management, Inc.
DECREASED1,1501,200-50-4%$22.6K$22.3K-$3682026-11-02
First Pacific Financial
UNCHANGED1,1121,11200%$21.0K$21.5K+$5562026-10-14
Tradewinds Capital Management, LLC
INCREASED930580+350+60%$10.9K$18.0K+$7.1K2026-10-23
Parkside Financial Bank & Trust
UNCHANGED75075000%$14.2K$14.5K+$3752026-10-27
Mather Group, Llc.
UNCHANGED68768700%$13.0K$13.3K+$3432026-10-14
Cassaday & Co Wealth Management LLC
DECREASED652918-266-29%$17.3K$12.6K-$4.7K2026-10-27
Plante Moran Financial Advisors, LLC
UNCHANGED64364300%$12.1K$12.5K+$3222026-11-04
Gen-Wealth Partners Inc
UNCHANGED64064000%$12.1K$12.4K+$3202026-11-04
Financial Management Professionals, Inc.
INCREASED625600+25+4%$11.3K$12.1K+$7842026-10-23
Physician Wealth Advisors, Inc.
UNCHANGED57257200%$10.8K$11.1K+$2862026-10-20
McCarley & Cook Financial Planners
NEW500—+500——$9.7K—2026-10-21
Lodestone Wealth Management LLC
DECREASED500750-250-33%$14.2K$9.7K-$4.5K2026-10-14
Meriwether Wealth & Planning, LLC
NEW442—+442——$8.6K—2026-10-13
Transce3nd, LLC
NEW395—+395——$7.4K—2026-10-26
Buck Wealth Strategies, LLC
DECREASED339450-111-25%$8.5K$6.6K-$1.9K2026-10-28
Blue Bell Private Wealth Management, LLC
UNCHANGED30030000%$5.7K$5.8K+$1502026-10-29
Investors Research Corp
UNCHANGED28828800%$5.4K$5.6K+$1442026-10-07
Bfsg, LLC
UNCHANGED24024000%$4.5K$4.6K+$1202026-10-30
Chung Wu Investment Group, LLC
NEW200—+200——$3.9K—2026-11-03
Toth Financial Advisory Corp
UNCHANGED17017000%$3.2K$3.3K+$852026-10-08
New England Capital Financial Advisors LLC
UNCHANGED12512500%$2.4K$2.4K+$632026-11-03
MH & Associates Securities Management Corp
UNCHANGED10010000%$1.3K$1.3K$02026-10-30
Assetmark, Inc
UNCHANGED828200%$1.5K$1.6K+$412026-10-21
Markowski Investments
UNCHANGED777700%$1.5K$1.5K+$382026-10-30
Reap Financial Group, LLC
UNCHANGED606000%$1.1K$1.2K+$302026-11-02
Triumph Capital Management
UNCHANGED505000%$944$968+$242026-10-14
Evolution Wealth Management Inc.
UNCHANGED303000%$566$581+$152026-10-28
Cedar Mountain Advisors, LLC
UNCHANGED222200%$415$426+$112026-10-15
William Mack & Associates, Inc.
NEW20—+20——$388—2026-10-27
Asset Dedication, LLC
UNCHANGED171700%$321$330+$92026-11-03
Trust Co
UNCHANGED2200%$38$39+$12026-10-09
Wolverine Asset Management LLC
CLOSED0136,742-136,742-100%$2.6M$0-$2.6M2026-11-02
Enclave Advisors LLC
CLOSED049,472-49,472-100%$933.5K$0-$933.5K2026-10-14
Valmark Advisers, Inc.
CLOSED024,669-24,669-100%$465.5K$0-$465.5K2026-11-06
Unique Wealth, LLC
CLOSED021,910-21,910-100%$413.4K$0-$413.4K2026-10-16
Moneco Advisors, LLC
CLOSED016,144-16,144-100%$304.6K$0-$304.6K2026-11-05
Auxano Advisors, LLC
CLOSED013,151-13,151-100%$248.2K$0-$248.2K2026-11-06
Fulcrum Wealth Advisors, LLC
CLOSED011,916-11,916-100%$224.9K$0-$224.9K2026-10-16
Mission Wealth Management, LP
CLOSED011,401-11,401-100%$215.1K$0-$215.1K2026-10-15
Kestra Private Wealth Services, LLC
CLOSED010,795-10,795-100%$203.7K$0-$203.7K2026-11-06
BankPlus Trust Department
CLOSED09,140-9,140-100%$172.5K$0-$172.5K2026-11-06
Atlatl Advisers LLC
CLOSED05,205-5,205-100%$98.2K$0-$98.2K2026-10-22
Barclays PLC
CLOSED02,500-2,500-100%$47.2K$0-$47.2K2026-11-06
AdvisorNet Financial, Inc
CLOSED01,304-1,304-100%$24.6K$0-$24.6K2026-10-15
Signature Resources Capital Management, LLC
CLOSED090-90-100%$1.7K$0-$1.7K2026-10-16
Prairie Wealth Advisors, Inc.
CLOSED000—$1.3M$0-$1.3M2026-10-29
Federation des caisses Desjardins du Quebec
N/A—22,711,159-22,711,159-100%$427.6M———
BlackRock, Inc.
N/A—15,149,827-15,149,827-100%$285.9M———
Jupiter Asset Management LTD
N/A—9,666,763-9,666,763-100%$184.2M———
Goldman Sachs Group Inc
N/A—7,485,156-7,485,156-100%$141.2M———
Morgan Stanley
N/A—4,809,674-4,809,674-100%$90.8M———
Weiss Asset Management LP
N/A—2,801,789-2,801,789-100%$52.9M———
Royal Bank of Canada
N/A—2,750,841-2,750,841-100%$51.9M———
Wells Fargo & Company
N/A—1,791,676-1,791,676-100%$33.8M———
Sprott Inc.
N/A—1,676,600-1,676,600-100%$31.6M———
Fidelis Capital Partners, LLC
N/A—1,650,820-1,650,820-100%$31.2M———
Jane Street Group, LLC
N/A—1,578,571-1,578,571-100%$29.8M———
Raymond James Financial Inc
N/A—1,551,185-1,551,185-100%$29.3M———
Osaic Holdings, Inc.
N/A—1,506,034-1,506,034-100%$28.4M———
Cetera Investment Advisers
N/A—1,373,009-1,373,009-100%$25.9M———
Hollencrest Capital Management
N/A—1,372,914-1,372,914-100%$25.9M———
Beacon Pointe Advisors, LLC
N/A—1,332,949-1,332,949-100%$25.2M———
Kovack Advisors, Inc.
N/A—1,270,887-1,270,887-100%$24.0M———
Cedrus Wealth Group LLC
N/A—1,008,358-1,008,358-100%$19.0M———
Cable Car Capital, LPA
N/A—1,000,000-1,000,000-100%$18.9M———
Kingsview Wealth Management, LLC
N/A—972,794-972,794-100%$18.4M———
World Investment Advisors
N/A—963,167-963,167-100%$23.5M———
Envestnet Asset Management Inc
N/A—936,022-936,022-100%$17.7M———
Basepoint Wealth LLC
N/A—865,438-865,438-100%$16.3M———
HighTower Advisors, LLC
N/A—865,277-865,277-100%$16.3M———
Marex Group Ltd
N/A—717,611-717,611-100%$13.5M———
AlTi Global, Inc.
N/A—671,620-671,620-100%$13.4M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—669,971-669,971-100%$12.6M———
Stifel Financial Corp
N/A—642,373-642,373-100%$12.1M———
Leavell Investment Management, Inc.
N/A—613,245-613,245-100%$11.6M———
CIBC World Market Inc.
N/A—603,594-603,594-100%$11.4M———
Susquehanna International Group, LLP
N/A—588,016-588,016-100%$11.1M———
Summit Financial, LLC
N/A—572,407-572,407-100%$10.8M———
Proactive Wealth Strategies LLC
N/A—569,500-569,500-100%$10.7M———
Kera Capital Partners, Inc.
N/A—550,964-550,964-100%$10.4M———
Equinox Partners Investment Management LLC
N/A—550,500-550,500-100%$10.4M———
Geneos Wealth Management Inc.
N/A—548,031-548,031-100%$10.3M———
Bank of Montreal
N/A—535,079-535,079-100%$10.1M———
Advisory Services Network, LLC
N/A—519,432-519,432-100%$9.8M———
Scotia Capital Inc.
N/A—477,190-477,190-100%$8.9M———
Insigneo Advisory Services, LLC
N/A—449,742-449,742-100%$8.5M———
K.J. Harrison & Partners Inc
N/A—445,981-445,981-100%$8.4M———
AE Wealth Management LLC
N/A—442,718-442,718-100%$8.4M———
Bank of America Corp
N/A—417,670-417,670-100%$7.9M———
Cannell & Spears LLC
N/A—405,850-405,850-100%$7.7M———
Bleakley Financial Group, LLC
N/A—383,541-383,541-100%$7.2M———
National Bank of Canada
N/A—365,114-365,114-100%$6.8M———
Private Advisor Group, LLC
N/A—356,362-356,362-100%$6.7M———
JPMorgan Chase & Co
N/A—328,652-328,652-100%$6.1M———
Pine Valley Investments Ltd Liability Co
N/A—302,878-302,878-100%$5.7M———
Waddell & Associates, LLC
N/A—288,061-288,061-100%$5.4M———
Menlo Advisors LLC
N/A—251,710-251,710-100%$4.7M———
Great Valley Advisor Group, Inc.
N/A—224,359-224,359-100%$4.2M———
Fielder Capital Group LLC
N/A—222,956-222,956-100%$4.2M———
Regency Capital Management Inc.\DE
N/A—222,527-222,527-100%$4.2M———
Knoll Capital Management, LLC
N/A—222,160-222,160-100%$4.2M———
Flow Traders U.S. LLC
N/A—221,858-221,858-100%$4.2M———
Anson Funds Management LPA
N/A—215,327-215,327-100%$4.1M———
NewEdge Wealth, LLC
N/A—211,665-211,665-100%$4.0M———
UBS Group AG
N/A—202,421-202,421-100%$3.8M———
Belpointe Asset Management LLC
N/A—196,824-196,824-100%$3.7M———
Harbour Investments, Inc.
N/A—195,246-195,246-100%$3.7M———
Manatuck Hill Partners, LLC
N/A—192,200-192,200-100%$3.6M———
Financial Sense Advisors, Inc.
N/A—183,168-183,168-100%$3.5M———
OneDigital Investment Advisors LLC
N/A—177,149-177,149-100%$3.3M———
Rathbones Group PLC
N/A—174,744-174,744-100%$3.3M———
Ancora Advisors LLCA
N/A—172,938-172,938-100%$3.3M———
Fiduciary Trust Co
N/A—170,030-170,030-100%$3.2M———
Mariner, LLC
N/A—165,376-165,376-100%$3.1M———
Sanctuary Advisors, LLC
N/A—164,403-164,403-100%$3.1M———
Western Wealth Management, LLC
N/A—161,762-161,762-100%$3.1M———
SIG North Trading, ULC
N/A—161,678-161,678-100%$3.1M———
Johnson Investment Counsel Inc
N/A—157,550-157,550-100%$3.0M———
Stratos Wealth Partners, Ltd.
N/A—155,699-155,699-100%$2.9M———
Foundations Investment Advisors, LLC
N/A—155,449-155,449-100%$2.9M———
Integrated Wealth Concepts LLC
N/A—151,118-151,118-100%$2.9M———
Pasadena Private Wealth, LLC
N/A—141,531-141,531-100%$2.7M———
Arkos Global Advisors
N/A—140,600-140,600-100%$2.7M———
Harvest Investment Services, LLC
N/A—137,521-137,521-100%$2.6M———
MML Investors Services, LLC
N/A—135,804-135,804-100%$2.6M———
HC Advisors, LLC
N/A—131,342-131,342-100%$2.5M———
M. Kulyk & Associates, LLC
N/A—124,723-124,723-100%$2.4M———
ArchPoint Investors
N/A—124,364-124,364-100%$2.3M———
Guardian Wealth Advisors, LLC / NC
N/A—123,593-123,593-100%$2.3M———
Alongside, LLC
N/A—123,582-123,582-100%$2.3M———
49 Wealth Management, LLC
N/A—123,582-123,582-100%$2.3M———
Empirical Asset Management, LLC
N/A—122,100-122,100-100%$2.3M———
XTX Topco Ltd
N/A—120,630-120,630-100%$2.3M———
Smith, Moore & Co.
N/A—117,482-117,482-100%$2.2M———
Baird Financial Group, Inc.
N/A—116,697-116,697-100%$2.2M———
Cerity Partners LLC
N/A—112,172-112,172-100%$2.1M———
Focus Partners Wealth
N/A—111,174-111,174-100%$2.1M———
Waverly Advisors, LLC
N/A—111,134-111,134-100%$2.1M———
Janney Montgomery Scott LLC
N/A—107,595-107,595-100%$2.0M———
Ameritas Advisory Services, LLC
N/A—106,227-106,227-100%$2.0M———
NewEdge Advisors, LLC
N/A—101,107-101,107-100%$1.9M———
CreativeOne Wealth, LLC
N/A—101,090-101,090-100%$1.9M———
Sequoia Financial Advisors, LLC
N/A—100,064-100,064-100%$1.9M———
Nalls Sherbakoff Group, LLC
N/A—99,008-99,008-100%$1.9M———
Nokomis Capital, L.L.C.
N/A—92,500-92,500-100%$1.7M———
Beaird Harris Wealth Management, LLC
N/A—87,133-87,133-100%$1.6M———
PFG Investments, LLC
N/A—86,507-86,507-100%$1.6M———
Ausdal Financial Partners, Inc.
N/A—84,557-84,557-100%$1.6M———
CSS LLC
N/A—82,585-82,585-100%$1.6M———
Spirepoint Private Client, LLC
N/A—82,060-82,060-100%$1.5M———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—81,940-81,940-100%$1.5M———
First Manhattan Co. Llc.
N/A—80,900-80,900-100%$1.5M———
Captrust Financial Advisors
N/A—78,469-78,469-100%$1.5M———
Glenmede Trust Co NA
N/A—77,692-77,692-100%$1.5M———
OneAscent Financial Services LLC
N/A—73,193-73,193-100%$1.4M———
Citadel Advisors LLC
N/A—72,308-72,308-100%$1.4M———
Arax Advisory Partners
N/A—72,089-72,089-100%$1.4M———
Mountain Lake Investment Management LLC
N/A—67,321-67,321-100%$1.3M———
Arkadios Wealth Advisors
N/A—66,757-66,757-100%$1.3M———
Argent Trust Co
N/A—65,549-65,549-100%$1.2M———
Tradition Wealth Management, LLC
N/A—61,227-61,227-100%$1.2M———
Elequin Capital, LP
N/A—57,500-57,500-100%$1.1M———
Savvy Advisors, Inc.
N/A—57,091-57,091-100%$1.1M———
Blair William & Co
N/A—56,771-56,771-100%$1.1M———
Oxbow Advisors, LLC
N/A—52,713-52,713-100%$994.7K———
IHT Wealth Management, LLC
N/A—51,563-51,563-100%$973.0K———
Steward Partners Investment Advisory, LLC
N/A—50,096-50,096-100%$945.3K———
Lane Generational LLC
N/A—44,334-44,334-100%$836.6K———
Ironwood Investment Counsel, LLC
N/A—43,970-43,970-100%$829.7K———
Stansberry Asset Management, LLC
N/A—43,849-43,849-100%$827.4K———
Nomura Holdings Inc
N/A—42,342-42,342-100%$799.0K———
Kiker Wealth Management, LLC
N/A—42,240-42,240-100%$797.1K———
Perennial Investment Advisors, LLC
N/A—42,075-42,075-100%$794.0K———
Exit Wealth Advisors, Llc.
N/A—41,182-41,182-100%$777.1K———
VanWeelden Wealth Management, LLC
N/A—39,175-39,175-100%$739.2K———
Mcguire Capital Advisors Inc
N/A—38,987-38,987-100%$735.7K———
Red Door Wealth Management, LLC
N/A—38,314-38,314-100%$723.0K———
VAN DEN Berg Management I, Inc
N/A—38,019-38,019-100%$717.4K———
Gateway Wealth Partners, LLC
N/A—35,451-35,451-100%$669.0K———
Barometer Capital Management Inc.
N/A—32,700-32,700-100%$617.0K———
Benjamin Edwards Inc
N/A—32,333-32,333-100%$610.1K———
Tocqueville Asset Management L.P.
N/A—32,090-32,090-100%$605.5K———
Cornerstone Select Advisors, LLC
N/A—31,200-31,200-100%$588.7K———
Two Sigma Securities, LLC
N/A—29,950-29,950-100%$565.2K———
Mainstay Capital Management LLC
N/A—29,709-29,709-100%$560.6K———
Focus Partners Advisor Solutions, LLC
N/A—29,650-29,650-100%$559.5K———
Stephens Inc
N/A—29,588-29,588-100%$558.3K———
SlateStone Wealth, LLC
N/A—25,942-25,942-100%$490.0K———
Douglass Winthrop Advisors, LLC
N/A—25,350-25,350-100%$478.4K———
IFG Advisory, LLC
N/A—25,007-25,007-100%$471.9K———
Scharf Investments, LLC
N/A—25,000-25,000-100%$471.8K———
Vident Advisory, LLC
N/A—24,739-24,739-100%$466.8K———
HM Payson & Co
N/A—24,600-24,600-100%$464.2K———
Cresset Asset Management, LLC
N/A—24,425-24,425-100%$460.9K———
Man Group plc
N/A—23,771-23,771-100%$448.6K———
Mercer Global Advisors Inc
N/A—22,585-22,585-100%$426.2K———
CIBC Bancorp USA Inc.
N/A—21,060-21,060-100%$397.4K———
Advyzon Investment Management, LLC
N/A—21,017-21,017-100%$396.6K———
Delta Investment Management, LLC
N/A—20,624-20,624-100%$389.2K———
Silver OAK Securities, Incorporated
N/A—19,954-19,954-100%$376.5K———
Melia Wealth LLC
N/A—19,623-19,623-100%$370.3K———
United Capital Financial Advisors, LLC
N/A—19,000-19,000-100%$358.5K———
&partners
N/A—17,675-17,675-100%$338.4K———
EP Wealth Advisors, LLC
N/A—17,497-17,497-100%$330.2K———
JT Stratford LLC
N/A—16,822-16,822-100%$317.4K———
MAI Capital Management
N/A—16,737-16,737-100%$315.8K———
Nicolet Bankshares Inc
N/A—16,240-16,240-100%$322.5K———
Permanent Capital Management, LP
N/A—15,723-15,723-100%$296.7K———
Sandy Cove Advisors, LLC
N/A—15,350-15,350-100%$289.7K———
Neuberger Berman Group LLC
N/A—15,200-15,200-100%$286.8K———
IFC Advisors LLC
N/A—15,019-15,019-100%$283.4K———
Heritage Trust Co
N/A—14,799-14,799-100%$279.3K———
1 North Wealth Services LLC
N/A—14,316-14,316-100%$270.1K———
Clarity Financial LLC
N/A—14,291-14,291-100%$269.7K———
Sharp Wealth Advisory, LLC
N/A—13,700-13,700-100%$258.5K———
Alpha Financial Partners LLC
N/A—13,310-13,310-100%$251.2K———
V. M. Manning & Co., Inc.
N/A—13,153-13,153-100%$248.2K———
Bogart Wealth, LLC
N/A—13,005-13,005-100%$245.4K———
AQR Capital Management LLC
N/A—13,000-13,000-100%$245.3K———
Spwm Advisors LLC
N/A—13,000-13,000-100%$234.5K———
Aptus Capital Advisors, LLC
N/A—12,485-12,485-100%$235.6K———
RPS Advisory Solutions LLC
N/A—11,595-11,595-100%$218.8K———
Modern Wealth Management, LLC
N/A—11,506-11,506-100%$217.1K———
Seaview Investment Managers LLC
N/A—11,323-11,323-100%$213.7K———
Bluespring Wealth Management, LLC
N/A—11,300-11,300-100%$213.2K———
Centaurus Financial, Inc.
N/A—11,147-11,147-100%$210.0K———
Northwestern Mutual Wealth Management Co
N/A—10,944-10,944-100%$206.5K———
Investor's Fiduciary Advisor Network, LLC
N/A—10,844-10,844-100%$204.0K———
Evelyn Partners Group Ltd
N/A—10,100-10,100-100%$190.6K———
Composition Wealth, LLC
N/A—10,000-10,000-100%$188.7K———
Caldwell Sutter Capital, Inc.
N/A—7,685-7,685-100%$145.0K———
SouthState Bank Corp
N/A—7,595-7,595-100%$143.3K———
Strategic Wealth Partners, Ltd.
N/A—7,144-7,144-100%$134.8K———
BFC Planning, Inc.
N/A—6,688-6,688-100%$126.2K———
Continuum Advisory, LLC
N/A—6,495-6,495-100%$122.6K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—6,056-6,056-100%$114.3K———
Millstone Evans Group, LLC
N/A—6,000-6,000-100%$113.2K———
Dogwood Wealth Management LLC
N/A—5,950-5,950-100%$112.3K———
Webster Bank, N. A.
N/A—5,600-5,600-100%$105.7K———
Atlas Capital Advisors Inc.
N/A—5,400-5,400-100%$101.9K———
Bessemer Group Inc
N/A—4,935-4,935-100%$93.0K———
Rockefeller Capital Management L.P.
N/A—4,493-4,493-100%$84.8K———
Keating Financial Advisory Services, Inc.
N/A—4,078-4,078-100%$77.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—3,455-3,455-100%$65.2K———
Smithfield Trust Co
N/A—3,000-3,000-100%$57.0K———
IMA Advisory Services, Inc.
N/A—2,900-2,900-100%$54.7K———
Atlantic Union Bankshares Corp
N/A—2,629-2,629-100%$49.6K———
Caitlin John, LLC
N/A—2,600-2,600-100%$49.1K———
Franklin Resources Inc
N/A—2,500-2,500-100%$47.2K———
LRI Investments, LLC
N/A—1,750-1,750-100%$33.0K———
Motco
N/A—1,445-1,445-100%$27.3K———
Purpose Unlimited Inc.
N/A—1,400-1,400-100%$26.4K———
Luminist Capital LLC
N/A—1,200-1,200-100%$22.6K———
Huntington National Bank
N/A—1,070-1,070-100%$20.2K———
Game Plan Financial Advisors, LLC
N/A—1,044-1,044-100%$19.7K———
Rothschild Investment LLC
N/A—1,000-1,000-100%$18.9K———
Ritter Daniher Financial Advisory LLC / de
N/A—862-862-100%$16.3K———
Colonial Trust Advisors
N/A—750-750-100%$14.2K———
Park Place Capital Corp
N/A—575-575-100%$10.9K———
Cheviot Value Management, LLC
N/A—500-500-100%$9.4K———
Gould Capital, LLC
N/A—500-500-100%$9.4K———
Parvin Asset Management, LLC
N/A—486-486-100%$9.2K———
Swan Capital LLC
N/A—333-333-100%$6.3K———
Global Retirement Partners, LLC
N/A—250-250-100%$4.7K———
Burnham & Co LLC
N/A—200-200-100%$3.8K———
Smartleaf Asset Management LLC
N/A—64-64-100%$1.2K———
Cypress Capital Management LLC (WY)
N/A—15-15-100%$283———
Showing 507 of 507 institutions