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Sprott Physical Gold and SIL (CEF/U)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Central Trust Co
DECREASED
Shares4,308,745 from 4,506,959
Change-198,214 (-4%)
Value$179.0M (-$2.3M)
Filed 2026-11-05
Beaumont Financial Advisors, LLC
DECREASED
Shares562,378 from 563,859
Change-1,481 (0%)
Value$23.4M (+$677.1K)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares435,171 from 441,740
Change-6,569 (-1%)
Value$18.1K (-$17.8M)
Filed 2026-11-02
Evergreen Capital Management LLC
INCREASED
Shares369,761 from 359,926
Change+9,835 (+3%)
Value$15.4M (+$880.0K)
Filed 2026-10-23
Matauro, LLC
DECREASED
Shares329,346 from 330,630
Change-1,284 (0%)
Value$13.7M (+$379.8K)
Filed 2026-11-03
New Harbor Financial Group, LLC
DECREASED
Shares325,296 from 346,918
Change-21,622 (-6%)
Value$13.5M (-$443.7K)
Filed 2026-10-22
Pacific Sage Partners, LLC
INCREASED
Shares281,171 from 224,596
Change+56,575 (+25%)
Value$11.7M (+$2.6M)
Filed 2026-10-21
Euro Pacific Asset Management, LLC
DECREASED
Shares251,817 from 255,698
Change-3,881 (-2%)
Value$10.5M (+$10.4M)
Filed 2026-11-03
Sapient Capital LLC
UNCHANGED
Shares237,789 from 237,789
Change0 (0%)
Value$9.9M (+$311.5K)
Filed 2026-10-08
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares215,470 from 196,822
Change+18,648 (+9%)
Value$8.8M (+$727.3K)
Filed 2026-10-13
IFP Advisors, Inc
INCREASED
Shares202,948 from 195,814
Change+7,134 (+4%)
Value$8.4M (+$552.9K)
Filed 2026-10-16
TD Waterhouse Canada Inc.
INCREASED
Shares197,167 from 183,699
Change+13,468 (+7%)
Value$8.2M (+$807.1K)
Filed 2026-10-16
Concurrent Investment Advisors, LLC
INCREASED
Shares196,670 from 132,379
Change+64,291 (+49%)
Value$8.2M (+$2.8M)
Filed 2026-10-16
Kestra Advisory Services, LLC
INCREASED
Shares195,732 from 187,775
Change+7,957 (+4%)
Value$8.1M (+$576.5K)
Filed 2026-11-02
Brookstone Capital Management
INCREASED
Shares191,213 from 176,920
Change+14,293 (+8%)
Value$7.9M (+$825.5K)
Filed 2026-10-22
TrustWell Financial Advisors, LLC
DECREASED
Shares179,425 from 180,261
Change-836 (0%)
Value$7.5M (+$201.4K)
Filed 2026-10-15
Pekin Hardy Strauss, Inc.
INCREASED
Shares171,592 from 166,832
Change+4,760 (+3%)
Value$7.1M (+$416.3K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares161,312 from 189,917
Change-28,605 (-15%)
Value$6.7M (-$939.5K)
Filed 2026-11-02
Flagship Harbor Advisors, LLC
DECREASED
Shares157,927 from 178,047
Change-20,120 (-11%)
Value$6.6M (-$602.5K)
Filed 2026-10-26
Chicago Capital, LLC
UNCHANGED
Shares155,365 from 155,365
Change0 (0%)
Value$6.5M (+$203.5K)
Filed 2026-10-13
Atria Investments, Inc
INCREASED
Shares145,631 from 130,306
Change+15,325 (+12%)
Value$6.0M (+$807.3K)
Filed 2026-10-15
Robertson Stephens Wealth Management, LLC
INCREASED
Shares136,864 from 110,516
Change+26,348 (+24%)
Value$5.7M (+$1.2M)
Filed 2026-10-16
Capital Wealth Alliance, LLC
DECREASED
Shares129,375 from 129,717
Change-342 (0%)
Value$5.4M (+$162.0K)
Filed 2026-10-20
Oppenheimer & Co Inc
INCREASED
Shares126,923 from 111,903
Change+15,020 (+13%)
Value$5.3M (+$770.5K)
Filed 2026-10-26
Marathon Capital Management
DECREASED
Shares119,955 from 120,075
Change-120 (0%)
Value$5.0M (+$152.3K)
Filed 2026-10-23
Nations Financial Group Inc,
DECREASED
Shares119,780 from 121,510
Change-1,730 (-1%)
Value$5.0M (+$87.3K)
Filed 2026-11-05
Steel Grove Capital Advisors, LLC
INCREASED
Shares108,717 from 106,115
Change+2,602 (+2%)
Value$4.5M (+$247.1K)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
INCREASED
Shares105,166 from 65,716
Change+39,450 (+60%)
Value$4.4M (+$1.7M)
Filed 2026-11-05
International Assets Investment Management, LLC
INCREASED
Shares104,555 from 104,460
Change+95 (+0%)
Value$4.4M (+$150.2K)
Filed 2026-11-02
Demars Financial Group, LLC
INCREASED
Shares95,892 from 95,014
Change+878 (+1%)
Value$4.0M (+$160.9K)
Filed 2026-10-22
Hohimer Wealth Management, LLC
INCREASED
Shares95,399 from 52,769
Change+42,630 (+81%)
Value$4.0M (+$1.8M)
Filed 2026-11-04
Choreo, LLC
UNCHANGED
Shares86,438 from 86,438
Change0 (0%)
Value$3.6M (+$113.2K)
Filed 2026-10-28
Wealthcare Advisory Partners LLC
INCREASED
Shares83,481 from 79,900
Change+3,581 (+4%)
Value$3.5M (+$253.4K)
Filed 2026-10-21
SBE LLC DBA Cedar Cove Wealth Partners
INCREASED
Shares77,436 from 69,439
Change+7,997 (+12%)
Value$3.2M (+$423.2K)
Filed 2026-10-15
Peak Financial Management, Inc.
DECREASED
Shares74,493 from 74,831
Change-338 (0%)
Value$3.1M (+$84.0K)
Filed 2026-10-16
Thrivent Financial for Lutherans
INCREASED
Shares74,046 from 73,169
Change+877 (+1%)
Value$3.1K (-$2.9M)
Filed 2026-11-05
IPG Investment Advisors LLC
UNCHANGED
Shares72,906 from 72,906
Change0 (0%)
Value$3.0M (+$95.5K)
Filed 2026-10-30
Creative Planning
INCREASED
Shares69,646 from 60,081
Change+9,565 (+16%)
Value$2.9M (+$476.0K)
Filed 2026-11-02
Columbia Advisory Partners LLC
DECREASED
Shares68,876 from 69,291
Change-415 (-1%)
Value$2.9M (+$73.5K)
Filed 2026-10-15
Asset One Wealth Management LLC
UNCHANGED
Shares68,453 from 68,453
Change0 (0%)
Value$2.8M (+$102.7K)
Filed 2026-11-02
Camelot Technology Advisors, Inc.
DECREASED
Shares67,107 from 69,398
Change-2,291 (-3%)
Value$2.8M (-$4.3K)
Filed 2026-10-09
Inspirion Wealth Advisors, LLC
DECREASED
Shares65,663 from 67,682
Change-2,019 (-3%)
Value$2.7M (-$2.7K)
Filed 2026-10-09
Coastline Trust Co
DECREASED
Shares64,390 from 86,358
Change-21,968 (-25%)
Value$2.7M (-$799.4K)
Filed 2026-10-01
Atlatl Advisers LLC
UNCHANGED
Shares61,915 from 61,915
Change0 (0%)
Value$2.6M (+$81.1K)
Filed 2026-10-22
CGN Advisors LLC
UNCHANGED
Shares60,269 from 60,269
Change0 (0%)
Value$2.5M (+$79.0K)
Filed 2026-10-21
Spire Wealth Management
INCREASED
Shares59,865 from 59,199
Change+666 (+1%)
Value$2.5M (+$105.2K)
Filed 2026-10-30
Financial Planning Navigators Corp
DECREASED
Shares55,160 from 55,515
Change-355 (-1%)
Value$2.3M (+$58.0K)
Filed 2026-10-14
Kestra Private Wealth Services, LLC
UNCHANGED
Shares51,444 from 51,444
Change0 (0%)
Value$2.1M (+$67.4K)
Filed 2026-10-30
Lodestar Private Asset Management LLC
DECREASED
Shares44,980 from 46,385
Change-1,405 (-3%)
Value$1.9M (+$2.4K)
Filed 2026-10-26
Harfst & Associates, Inc.
DECREASED
Shares44,803 from 45,568
Change-765 (-2%)
Value$1.9M (+$27.9K)
Filed 2026-10-20
Simplicity Wealth,LLC
DECREASED
Shares43,250 from 45,623
Change-2,373 (-5%)
Value$1.8M (-$38.8K)
Filed 2026-10-23
Sunbeam Capital Management, LLC
INCREASED
Shares42,815 from 42,760
Change+55 (+0%)
Value$1.8M (+$58.3K)
Filed 2026-11-05
PKS Advisory Services, LLC
UNCHANGED
Shares39,610 from 39,610
Change0 (0%)
Value$1.6M ($0)
Filed 2026-10-26
StoneX Group Inc.
INCREASED
Shares38,576 from 36,396
Change+2,180 (+6%)
Value$1.6M (+$91.0K)
Filed 2026-11-03
Retirement Planning Group, LLC
DECREASED
Shares37,734 from 39,386
Change-1,652 (-4%)
Value$1.6M (-$17.0K)
Filed 2026-10-19
BOS Asset Management, LLC
DECREASED
Shares37,361 from 42,296
Change-4,935 (-12%)
Value$1.6M (-$149.6K)
Filed 2026-10-09
Blue Trust, Inc.
INCREASED
Shares33,190 from 32,727
Change+463 (+1%)
Value$1.4M (+$62.1K)
Filed 2026-10-15
Ethic Inc.
NEW
Shares32,363
Change+32,363
Value$1.3M
Filed 2026-11-03
HBW Advisory Services LLC
INCREASED
Shares31,036 from 30,655
Change+381 (+1%)
Value$1.3M (+$56.0K)
Filed 2026-10-15
CIBC Asset Management Inc
UNCHANGED
Shares30,000 from 30,000
Change0 (0%)
Value$1.2M (+$38.5K)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
UNCHANGED
Shares29,499 from 29,499
Change0 (0%)
Value$1.2M (+$38.6K)
Filed 2026-11-04
Highland Capital Management, LLC
DECREASED
Shares28,778 from 28,878
Change-100 (0%)
Value$1.2M (+$33.7K)
Filed 2026-10-26
Schwallier Wealth Management LLC
INCREASED
Shares27,346 from 24,114
Change+3,232 (+13%)
Value$1.1M (+$165.8K)
Filed 2026-11-05
Alchemi Wealth, LLC
INCREASED
Shares26,846 from 26,285
Change+561 (+2%)
Value$1.1M (+$57.8K)
Filed 2026-11-04
Valeo Financial Advisors, LLC
DECREASED
Shares26,154 from 26,632
Change-478 (-2%)
Value$1.1M (+$15.0K)
Filed 2026-10-08
Prospera Financial Services Inc
INCREASED
Shares26,070 from 24,155
Change+1,915 (+8%)
Value$960.2K (-$11.6K)
Filed 2026-11-04
Truist Financial Corp
UNCHANGED
Shares25,548 from 25,548
Change0 (0%)
Value$1.1M (+$33.5K)
Filed 2026-10-30
Montis Financial, LLC
DECREASED
Shares25,310 from 27,430
Change-2,120 (-8%)
Value$1.1M (-$52.1K)
Filed 2026-11-04
Welch & Forbes LLC
UNCHANGED
Shares25,100 from 25,100
Change0 (0%)
Value$1.0M (+$32.9K)
Filed 2026-11-04
Summit Global Investments
DECREASED
Shares24,647 from 25,147
Change-500 (-2%)
Value$1.0K (-$1.0M)
Filed 2026-10-28
Rockport Wealth LLC
INCREASED
Shares23,980 from 22,650
Change+1,330 (+6%)
Value$996.1K (+$84.9K)
Filed 2026-11-03
Founders Grove Wealth Partners, LLC
INCREASED
Shares22,043 from 9,743
Change+12,300 (+126%)
Value$915.7K (+$523.7K)
Filed 2026-10-16
Accordant Advisory Group Inc
INCREASED
Shares21,407 from 20,665
Change+742 (+4%)
Value$889.2K (+$57.9K)
Filed 2026-10-29
Castleview Partners, LLC
INCREASED
Shares20,816 from 19,658
Change+1,158 (+6%)
Value$864.7K (+$73.9K)
Filed 2026-10-09
Hardin Capital Partners, LLC
INCREASED
Shares20,796 from 19,364
Change+1,432 (+7%)
Value$863.9K (+$82.5K)
Filed 2026-10-09
BLB&B Advisors, LLC
INCREASED
Shares20,500 from 20,000
Change+500 (+3%)
Value$851.6K (+$47.0K)
Filed 2026-10-27
Almanack Investment Partners, Llc.
INCREASED
Shares20,426 from 16,926
Change+3,500 (+21%)
Value$848.5K (+$167.6K)
Filed 2026-11-03
Hilton Head Capital Partners, LLC
UNCHANGED
Shares20,280 from 20,280
Change0 (0%)
Value$842.4K (+$26.6K)
Filed 2026-10-23
Nadler Financial Group, Inc.
UNCHANGED
Shares20,260 from 20,260
Change0 (0%)
Value$841.6K (+$26.5K)
Filed 2026-10-23
Elevation Point Wealth Partners, LLC
NEW
Shares19,675
Change+19,675
Value$817.3K
Filed 2026-11-05
Vise Technologies, Inc.
INCREASED
Shares19,414 from 18,457
Change+957 (+5%)
Value$806.5K (+$63.9K)
Filed 2026-10-29
Midwest Financial Group LLC
INCREASED
Shares18,903 from 17,458
Change+1,445 (+8%)
Value$785.2K (+$82.9K)
Filed 2026-10-15
Root Financial Partners, LLC
INCREASED
Shares18,525 from 18,318
Change+207 (+1%)
Value$769.5K (+$32.6K)
Filed 2026-10-21
4Wealth Advisors, Inc.
DECREASED
Shares17,644 from 17,699
Change-55 (0%)
Value$739.3K (+$33.3K)
Filed 2026-10-13
McAlvany Wealth Management LLC
UNCHANGED
Shares16,980 from 16,980
Change0 (0%)
Value$705.3K (+$22.2K)
Filed 2026-10-29
XML Financial, LLC
INCREASED
Shares16,375 from 8,300
Change+8,075 (+97%)
Value$680.2K (+$346.3K)
Filed 2026-10-29
Kellett Wealth Advisors, LLC
INCREASED
Shares16,312 from 15,632
Change+680 (+4%)
Value$677.6K (+$48.7K)
Filed 2026-10-15
Atticus Wealth Management, LLC
DECREASED
Shares16,164 from 18,010
Change-1,846 (-10%)
Value$671.5K (-$53.1K)
Filed 2026-10-20
Marks Group Wealth Management, Inc
UNCHANGED
Shares15,971 from 15,971
Change0 (0%)
Value$663.4K (+$20.9K)
Filed 2026-11-05
Forum Financial Management, LP
UNCHANGED
Shares15,300 from 15,300
Change0 (0%)
Value$635.6K (+$20.0K)
Filed 2026-10-16
waypoint wealth counsel
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$623.1K (+$19.7K)
Filed 2026-10-22
SteelPeak Wealth, LLC
NEW
Shares14,500
Change+14,500
Value$602.3K
Filed 2026-10-16
Verity Asset Management, Inc.
INCREASED
Shares14,482 from 12,395
Change+2,087 (+17%)
Value$601.6K (+$102.9K)
Filed 2026-10-30
Bank of New York Mellon Corp
INCREASED
Shares14,364 from 10,336
Change+4,028 (+39%)
Value$596.7K (+$180.8K)
Filed 2026-11-05
Cannon Financial Strategists, Inc.
UNCHANGED
Shares14,282 from 14,282
Change0 (0%)
Value$593.3K (+$18.7K)
Filed 2026-10-19
Schaper Benz & Wise Investment Counsel Inc
UNCHANGED
Shares14,125 from 14,125
Change0 (0%)
Value$586.8K (+$18.5K)
Filed 2026-10-09
Davenport & Co LLC
DECREASED
Shares14,050 from 14,210
Change-160 (-1%)
Value$583.6K (+$12.0K)
Filed 2026-10-14
MB, Levis & Associates, LLC
UNCHANGED
Shares13,667 from 13,667
Change0 (0%)
Value$567.7K (+$17.9K)
Filed 2026-10-16
Daytona Street Capital LLC
UNCHANGED
Shares13,666 from 13,666
Change0 (0%)
Value$566.7K (+$8.2K)
Filed 2026-10-15
Cornerstone Wealth Management, LLC
DECREASED
Shares13,328 from 41,903
Change-28,575 (-68%)
Value$553.6K (-$1.1M)
Filed 2026-11-04
MBL Wealth, LLC
UNCHANGED
Shares13,235 from 13,235
Change0 (0%)
Value$549.8K (+$17.3K)
Filed 2026-10-22
North Forty Two & Co.
UNCHANGED
Shares13,100 from 13,100
Change0 (0%)
Value$544.2K (+$17.2K)
Filed 2026-10-19
Latitude Advisors, LLC
UNCHANGED
Shares12,876 from 12,876
Change0 (0%)
Value$534.9K (+$16.9K)
Filed 2026-10-27
D.A. Davidson & Co.
INCREASED
Shares12,800 from 11,550
Change+1,250 (+11%)
Value$531.7K (+$67.1K)
Filed 2026-10-28
Veracity Capital LLC
INCREASED
Shares12,754 from 12,692
Change+62 (+0%)
Value$529.8K (+$19.2K)
Filed 2026-10-08
Park Avenue Securities LLC
INCREASED
Shares12,560 from 11,897
Change+663 (+6%)
Value$522 (-$478.5K)
Filed 2026-10-26
Old Port Advisors
UNCHANGED
Shares12,461 from 12,461
Change0 (0%)
Value$517.6K (+$16.3K)
Filed 2026-10-23
Total Wealth Planning & Management, Inc.
DECREASED
Shares12,425 from 15,013
Change-2,588 (-17%)
Value$516.1K (-$87.8K)
Filed 2026-10-23
Mraz, Amerine & Associates, Inc.
UNCHANGED
Shares12,291 from 12,291
Change0 (0%)
Value$510.6K (+$16.1K)
Filed 2026-10-30
Chilton Capital Management LLC
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$498.5K (+$15.7K)
Filed 2026-10-28
CLG LLC
UNCHANGED
Shares11,495 from 11,495
Change0 (0%)
Value$477.5K (+$15.1K)
Filed 2026-10-13
Mission Wealth Management, LP
UNCHANGED
Shares11,450 from 11,450
Change0 (0%)
Value$475.6K (+$15.0K)
Filed 2026-10-15
Trust Co of Toledo NA
UNCHANGED
Shares11,418 from 11,418
Change0 (0%)
Value$474.3K (+$15.0K)
Filed 2026-10-16
Bison Wealth, LLC
NEW
Shares11,140
Change+11,140
Value$461.0K
Filed 2026-10-13
YHB Investment Advisors, Inc.
UNCHANGED
Shares11,105 from 11,105
Change0 (0%)
Value$461.3K (+$14.5K)
Filed 2026-10-08
Compass Financial Management LLC
INCREASED
Shares11,040 from 4,440
Change+6,600 (+149%)
Value$458.6K (+$280.0K)
Filed 2026-10-30
US Bancorp \de\
DECREASED
Shares10,982 from 37,132
Change-26,150 (-70%)
Value$456.2K (-$1.0M)
Filed 2026-11-05
Northwest Wealth Management, LLC
UNCHANGED
Shares10,701 from 10,701
Change0 (0%)
Value$444.5K (+$14.0K)
Filed 2026-10-30
Richard C. Young & Co., Ltd.
UNCHANGED
Shares10,635 from 10,635
Change0 (0%)
Value$441.8K (+$13.9K)
Filed 2026-11-04
Carmel Capital Partners, LLC
UNCHANGED
Shares10,606 from 10,606
Change0 (0%)
Value$440.6K (+$13.9K)
Filed 2026-11-03
HUB Investment Partners, LLC
INCREASED
Shares10,571 from 7,548
Change+3,023 (+40%)
Value$439.1K (+$135.5K)
Filed 2026-11-03
Prime Capital Investment Advisors, LLC
DECREASED
Shares10,440 from 10,529
Change-89 (-1%)
Value$433.7K (+$10.1K)
Filed 2026-10-20
WealthBridge Capital Management, LLC
UNCHANGED
Shares10,358 from 10,358
Change0 (0%)
Value$430.3K (+$13.6K)
Filed 2026-10-16
Beese Fulmer Investment Management, Inc.
DECREASED
Shares10,271 from 10,321
Change-50 (0%)
Value$426.7K (+$11.4K)
Filed 2026-10-23
Midwest Trust Co
UNCHANGED
Shares10,085 from 10,085
Change0 (0%)
Value$418.9K (+$13.2K)
Filed 2026-10-22
Manchester Financial Inc
INCREASED
Shares10,062 from 9,486
Change+576 (+6%)
Value$418.0K (+$36.3K)
Filed 2026-10-15
SP Asset Management LLC
NEW
Shares10,000
Change+10,000
Value$415.4K
Filed 2026-11-05
Parsons Capital Management Inc
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$415.4K (+$13.1K)
Filed 2026-10-28
Philip James Wealth Mangement, LLC
UNCHANGED
Shares9,275 from 9,275
Change0 (0%)
Value$385.3K (+$12.2K)
Filed 2026-10-27
Crown Wealth Group, LLC
UNCHANGED
Shares9,183 from 9,183
Change0 (0%)
Value$381.5K (+$12.0K)
Filed 2026-10-19
Covenant Asset Management, LLC
UNCHANGED
Shares9,164 from 9,164
Change0 (0%)
Value$380.7K (+$12.0K)
Filed 2026-10-14
Camden National Bank
INCREASED
Shares9,109 from 9,042
Change+67 (+1%)
Value$378.4K (+$14.6K)
Filed 2026-11-02
RFG Advisory, LLC
UNCHANGED
Shares9,100 from 9,100
Change0 (0%)
Value$378.0K (+$11.9K)
Filed 2026-11-03
Principle Wealth Partners LLC
INCREASED
Shares8,972 from 7,300
Change+1,672 (+23%)
Value$372.7K (+$79.0K)
Filed 2026-11-02
Independent Financial Group, LLC
INCREASED
Shares8,845 from 8,345
Change+500 (+6%)
Value$367.4K (+$31.7K)
Filed 2026-10-13
Keybank National Association
UNCHANGED
Shares8,818 from 8,818
Change0 (0%)
Value$366.3K (+$11.6K)
Filed 2026-11-04
Procyon Advisors, LLC
INCREASED
Shares8,644 from 5,027
Change+3,617 (+72%)
Value$359.1K (+$156.8K)
Filed 2026-10-21
Regions Financial Corp
DECREASED
Shares8,489 from 8,569
Change-80 (-1%)
Value$352.6K (+$7.9K)
Filed 2026-11-05
Investors Asset Management of Georgia Inc
UNCHANGED
Shares8,073 from 8,073
Change0 (0%)
Value$335.4K (+$10.6K)
Filed 2026-10-20
Northern Capital Management, Inc.
DECREASED
Shares8,000 from 8,380
Change-380 (-5%)
Value$332.3K (-$4.8K)
Filed 2026-11-05
Fermata Advisors, LLC
DECREASED
Shares7,862 from 8,490
Change-628 (-7%)
Value$326.6K (-$15.0K)
Filed 2026-10-13
AdvisorNet Financial, Inc
DECREASED
Shares7,750 from 8,950
Change-1,200 (-13%)
Value$306.7K (-$53.3K)
Filed 2026-10-15
Keeler Thomas Management LLC
INCREASED
Shares7,515 from 5,482
Change+2,033 (+37%)
Value$312.2K (+$91.6K)
Filed 2026-10-29
Aviance Capital Partners, LLC
UNCHANGED
Shares7,430 from 7,430
Change0 (0%)
Value$308.6K (+$9.7K)
Filed 2026-10-29
BCS Wealth Management
UNCHANGED
Shares7,314 from 7,314
Change0 (0%)
Value$303.8K (+$9.6K)
Filed 2026-11-03
Garde Capital, Inc.
UNCHANGED
Shares7,245 from 7,245
Change0 (0%)
Value$301.0K (+$9.5K)
Filed 2026-10-29
S.A. Mason LLC
INCREASED
Shares7,090 from 7,024
Change+66 (+1%)
Value$294.5K (+$11.9K)
Filed 2026-10-13
Tcfg Investment Advisors, LLC
UNCHANGED
Shares6,900 from 6,900
Change0 (0%)
Value$286.6K (+$9.0K)
Filed 2026-10-20
Avidian Wealth Enterprises, LLC
UNCHANGED
Shares6,869 from 6,869
Change0 (0%)
Value$285.3K (+$9.0K)
Filed 2026-10-08
MGO One Seven LLC
UNCHANGED
Shares6,805 from 6,805
Change0 (0%)
Value$282.7K (+$8.9K)
Filed 2026-10-28
SAX Wealth Advisors, LLC
UNCHANGED
Shares6,801 from 6,801
Change0 (0%)
Value$282.5K (-$42.0K)
Filed 2026-10-13
Gibraltar Capital Management, Inc.
UNCHANGED
Shares6,625 from 6,625
Change0 (0%)
Value$275.2K (+$8.7K)
Filed 2026-10-27
Bryn Mawr Trust Advisors, LLC
UNCHANGED
Shares6,600 from 6,600
Change0 (0%)
Value$274.2K (+$8.6K)
Filed 2026-11-04
Daymark Wealth Partners, LLC
DECREASED
Shares6,312 from 8,697
Change-2,385 (-27%)
Value$262.2K (-$87.7K)
Filed 2026-11-04
DDD Partners, LLC
UNCHANGED
Shares6,285 from 6,285
Change0 (0%)
Value$261.1K (+$8.2K)
Filed 2026-11-02
Tenzing Financial LLC
DECREASED
Shares6,138 from 6,142
Change-4 (0%)
Value$247.5K (-$10.2K)
Filed 2026-11-03
Axxcess Wealth Management, LLC
INCREASED
Shares6,000 from 5,200
Change+800 (+15%)
Value$249.2K (+$40.0K)
Filed 2026-10-21
Ashurst Perkins Coie Trust Co
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$249.2K (+$7.9K)
Filed 2026-10-15
NBT Bank, N.A.
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$249.2K (+$7.9K)
Filed 2026-10-21
Occidental Asset Management, LLC
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$249.2K (+$7.9K)
Filed 2026-11-05
Robinson Value Management, Ltd.
UNCHANGED
Shares5,982 from 5,982
Change0 (0%)
Value$248.5K (+$7.8K)
Filed 2026-10-20
Clear Harbor Asset Management, LLC
UNCHANGED
Shares5,979 from 5,979
Change0 (0%)
Value$248.4K (+$7.8K)
Filed 2026-11-05
Aprio Wealth Management, LLC
UNCHANGED
Shares5,913 from 5,913
Change0 (0%)
Value$245.6K (+$7.7K)
Filed 2026-10-28
Cannon Advisors, Inc.
DECREASED
Shares5,653 from 5,901
Change-248 (-4%)
Value$231.3K (-$6.6K)
Filed 2026-10-14
Inlight Wealth Management, LLC
UNCHANGED
Shares5,593 from 5,593
Change0 (0%)
Value$232.3K (+$7.3K)
Filed 2026-10-21
M Holdings Securities, Inc.
NEW
Shares5,538
Change+5,538
Value$216
Filed 2026-11-03
Davidson Trust Co
UNCHANGED
Shares5,461 from 5,461
Change0 (0%)
Value$226.9K (+$7.2K)
Filed 2026-10-09
Perigon Wealth Management, LLC
DECREASED
Shares5,445 from 5,923
Change-478 (-8%)
Value$226.2K (-$12.1K)
Filed 2026-10-22
Delta Financial Advisors LLC
UNCHANGED
Shares5,400 from 5,400
Change0 (0%)
Value$224.3K (+$7.1K)
Filed 2026-10-27
Lanark Financial, Inc.
DECREASED
Shares5,325 from 5,500
Change-175 (-3%)
Value$221.2K (-$64)
Filed 2026-10-26
Brighton Jones LLC
DECREASED
Shares5,258 from 5,475
Change-217 (-4%)
Value$218.4K (-$1.8K)
Filed 2026-11-03
Sowell Financial Services LLC
NEW
Shares5,250
Change+5,250
Value$218.1K
Filed 2026-10-23
RCW Management, LLC
DECREASED
Shares5,041 from 8,733
Change-3,692 (-42%)
Value$209.4K (-$141.9K)
Filed 2026-10-30
MTM Investment Management, LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$207.7K (+$6.6K)
Filed 2026-10-30
Silverlake Wealth Management LLC
DECREASED
Shares4,966 from 5,117
Change-151 (-3%)
Value$206.3K (+$431)
Filed 2026-10-21
Eagle Harbor Asset Management Inc
NEW
Shares4,835
Change+4,835
Value$200.8K
Filed 2026-10-21
Cidel Asset Management Inc
UNCHANGED
Shares4,822 from 4,822
Change0 (0%)
Value$206.7K (+$6.6K)
Filed 2026-10-29
Fifth Third Bancorp
UNCHANGED
Shares4,750 from 4,750
Change0 (0%)
Value$197.3K (+$6.2K)
Filed 2026-11-05
Bulwark Capital Corp
UNCHANGED
Shares3,987 from 3,987
Change0 (0%)
Value$165.6K (+$5.2K)
Filed 2026-10-13
Parallel Advisors, LLC
UNCHANGED
Shares3,958 from 3,958
Change0 (0%)
Value$164.4K (+$5.2K)
Filed 2026-11-03
Farther Finance Advisors, LLC
DECREASED
Shares3,294 from 4,057
Change-763 (-19%)
Value$136.8K (-$26.4K)
Filed 2026-10-08
CoreCap Advisors, LLC
INCREASED
Shares3,270 from 3,186
Change+84 (+3%)
Value$135.8K (+$7.7K)
Filed 2026-10-08
Ascentis Independent Advisors
NEW
Shares3,226
Change+3,226
Value$134.0K
Filed 2026-11-03
Blue Bell Private Wealth Management, LLC
DECREASED
Shares3,180 from 4,180
Change-1,000 (-24%)
Value$132.1K (-$36.1K)
Filed 2026-10-29
Pacifica Partners Inc.
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$124.6K (+$1.4K)
Filed 2026-10-09
Chapman Financial Group, LLC
UNCHANGED
Shares2,800 from 2,800
Change0 (0%)
Value$116.3K (+$3.7K)
Filed 2026-10-26
Gamma Investing LLC
UNCHANGED
Shares2,671 from 2,671
Change0 (0%)
Value$111.0K (+$3.5K)
Filed 2026-10-08
Washington Trust Advisors, Inc.
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$108.0K (+$3.4K)
Filed 2026-10-22
Burkett Financial Services, LLC
UNCHANGED
Shares2,491 from 2,491
Change0 (0%)
Value$103.5K (+$3.3K)
Filed 2026-10-01
Hara Capital LLC
UNCHANGED
Shares2,463 from 2,463
Change0 (0%)
Value$102.3K (+$3.2K)
Filed 2026-10-30
Contravisory Investment Management, Inc.
INCREASED
Shares2,227 from 1,986
Change+241 (+12%)
Value$92.5K (+$12.6K)
Filed 2026-10-13
Holos Integrated Wealth LLC
UNCHANGED
Shares2,100 from 2,100
Change0 (0%)
Value$84.7K (-$1.8K)
Filed 2026-10-23
Advantage Trust Co
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$74.8K (+$2.4K)
Filed 2026-10-19
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$75 (-$71.9K)
Filed 2026-11-02
Private Trust Co NA
UNCHANGED
Shares1,785 from 1,785
Change0 (0%)
Value$74.1K (+$2.3K)
Filed 2026-10-20
JFS Wealth Advisors, LLC
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$66.5K (+$2.1K)
Filed 2026-11-03
Assetmark, Inc
INCREASED
Shares1,592 from 467
Change+1,125 (+241%)
Value$66.1K (+$47.3K)
Filed 2026-10-21
Goodman Advisory Group, LLC
NEW
Shares1,590
Change+1,590
Value$66.0K
Filed 2026-11-02
LFA - Lugano Financial Advisors SA
NEW
Shares1,575
Change+1,575
Value$93.0K
Filed 2026-11-03
Trust Co
UNCHANGED
Shares1,401 from 1,401
Change0 (0%)
Value$58.2K (+$1.8K)
Filed 2026-10-09
Old Second National Bank of Aurora
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$58.2K (+$1.8K)
Filed 2026-10-22
Madden Securities Corp
NEW
Shares1,393
Change+1,393
Value$57.9K
Filed 2026-10-27
Laurel Wealth Advisors LLC
NEW
Shares1,000
Change+1,000
Value$41.5K
Filed 2026-10-27
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$41.5K (+$1.3K)
Filed 2026-10-16
Parkside Financial Bank & Trust
INCREASED
Shares944 from 344
Change+600 (+174%)
Value$39.2K (+$25.4K)
Filed 2026-10-27
Birch Financial Group, LLC
NEW
Shares885
Change+885
Value$36.8K
Filed 2026-10-27
Creative Financial Designs Inc
UNCHANGED
Shares843 from 843
Change0 (0%)
Value$35.0K (+$1.1K)
Filed 2026-11-04
Atlantic Edge Private Wealth Management, LLC
DECREASED
Shares825 from 850
Change-25 (-3%)
Value$34.3K (+$75)
Filed 2026-10-20
Key FInancial Inc
UNCHANGED
Shares710 from 710
Change0 (0%)
Value$29.5K (+$930)
Filed 2026-11-02
Markowski Investments
INCREASED
Shares707 from 657
Change+50 (+8%)
Value$29.4K (+$2.9K)
Filed 2026-10-30
Physician Wealth Advisors, Inc.
UNCHANGED
Shares649 from 649
Change0 (0%)
Value$26.9K (+$849)
Filed 2026-10-20
Bangor Savings Bank
NEW
Shares500
Change+500
Value$20.8K
Filed 2026-10-06
Mather Group, Llc.
DECREASED
Shares497 from 3,162
Change-2,665 (-84%)
Value$20.6K (-$106.6K)
Filed 2026-10-14
Hilltop National Bank
UNCHANGED
Shares481 from 481
Change0 (0%)
Value$20.0K (+$630)
Filed 2026-10-14
Fortitude Family Office, LLC
NEW
Shares400
Change+400
Value$16.6K
Filed 2026-10-14
Signaturefd, LLC
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$14.5K (+$458)
Filed 2026-10-23
Jnba Financial Advisors
UNCHANGED
Shares341 from 341
Change0 (0%)
Value$14.2K (+$447)
Filed 2026-11-03
Tradewinds Capital Management, LLC
UNCHANGED
Shares328 from 328
Change0 (0%)
Value$13.6K (+$430)
Filed 2026-10-23
Ascentis Wealth Management, LLC
NEW
Shares269
Change+269
Value$11.2K
Filed 2026-11-03
1620 Investment Advisors, Inc.
UNCHANGED
Shares255 from 255
Change0 (0%)
Value$10.6K (+$334)
Filed 2026-11-04
James T. Borello RIA
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$10.4K (+$327)
Filed 2026-10-16
Larson Financial Group LLC
UNCHANGED
Shares242 from 242
Change0 (0%)
Value$10.1K (+$317)
Filed 2026-11-05
Meriwether Wealth & Planning, LLC
NEW
Shares200
Change+200
Value$8.3K
Filed 2026-10-13
Costello Asset Management, Inc
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$8.3K (+$262)
Filed 2026-10-30
Westside Investment Management, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$8.3K (+$262)
Filed 2026-11-02
Clark Wealth Partners
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$7.1K (+$222)
Filed 2026-10-19
Gen-Wealth Partners Inc
INCREASED
Shares120 from 100
Change+20 (+20%)
Value$5.0K (+$962)
Filed 2026-11-04
Barrett & Company, Inc.
DECREASED
Shares91 from 104
Change-13 (-12%)
Value$3.8K (-$404)
Filed 2026-10-22
DecisionPoint Financial, LLC
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$2.8K (+$95)
Filed 2026-10-27
Imc-Chicago, LLC
CLOSED
Shares0 from 1,779,571
Change-1,779,571 (-100%)
Value$0 (-$71.6M)
Filed 2026-11-05
3Edge Asset Management, LP
CLOSED
Shares0 from 347,252
Change-347,252 (-100%)
Value$0 (-$14.0M)
Filed 2026-10-30
Inscription Capital, LLC
CLOSED
Shares0 from 18,175
Change-18,175 (-100%)
Value$0 (-$731.2K)
Filed 2026-11-02
Founders Capital Management, LLC
CLOSED
Shares0 from 13,350
Change-13,350 (-100%)
Value$0 (-$537.1K)
Filed 2026-10-23
Fairway Wealth LLC
CLOSED
Shares0 from 9,600
Change-9,600 (-100%)
Value$0 (-$386.2K)
Filed 2026-10-30
Arbor Capital Management Inc
CLOSED
Shares0 from 8,750
Change-8,750 (-100%)
Value$0 (-$349.2K)
Filed 2026-10-21
Ardent Capital Management, Inc.
CLOSED
Shares0 from 5,930
Change-5,930 (-100%)
Value$0 (-$238.6K)
Filed 2026-10-16
Princeton Global Asset Management LLC
CLOSED
Shares0 from 900
Change-900 (-100%)
Value$0 (-$36.2K)
Filed 2026-10-21
Covestor Ltd
CLOSED
Shares0 from 51
Change-51 (-100%)
Value$0 (-$2)
Filed 2026-10-30
Midway Capital Research & Management
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$523)
Filed 2026-10-20
Bleakley Financial Group, LLC
N/A
Shares— from 4,208,130
Change-4,208,130 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 4,154,969
Change-4,154,969 (-100%)
Value—
Jupiter Asset Management LTD
N/A
Shares— from 3,657,084
Change-3,657,084 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,329,872
Change-3,329,872 (-100%)
Value—
Weiss Asset Management LP
N/A
Shares— from 3,099,716
Change-3,099,716 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 1,168,036
Change-1,168,036 (-100%)
Value—
Managed Asset Portfolios, LLC
N/A
Shares— from 955,967
Change-955,967 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 903,921
Change-903,921 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 897,561
Change-897,561 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 847,803
Change-847,803 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 841,648
Change-841,648 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 747,266
Change-747,266 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 642,326
Change-642,326 (-100%)
Value—
Sprott Inc.
N/A
Shares— from 636,665
Change-636,665 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 567,160
Change-567,160 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 544,511
Change-544,511 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 525,803
Change-525,803 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 504,984
Change-504,984 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 483,429
Change-483,429 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 483,025
Change-483,025 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 444,749
Change-444,749 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 368,497
Change-368,497 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 356,183
Change-356,183 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 340,595
Change-340,595 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 332,657
Change-332,657 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 316,559
Change-316,559 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 312,644
Change-312,644 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 312,401
Change-312,401 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 312,254
Change-312,254 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 253,922
Change-253,922 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 238,559
Change-238,559 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 236,491
Change-236,491 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 222,807
Change-222,807 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 217,958
Change-217,958 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 216,346
Change-216,346 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 210,558
Change-210,558 (-100%)
Value—
Cadence Wealth Management LLC
N/A
Shares— from 207,150
Change-207,150 (-100%)
Value—
PYA Waltman Capital, LLC
N/A
Shares— from 204,820
Change-204,820 (-100%)
Value—
Intrepid Capital Management Inc
N/A
Shares— from 199,116
Change-199,116 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 188,371
Change-188,371 (-100%)
Value—
Gem Investment Advisors, LLC
N/A
Shares— from 187,561
Change-187,561 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 171,793
Change-171,793 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 161,405
Change-161,405 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 160,327
Change-160,327 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 151,509
Change-151,509 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 141,609
Change-141,609 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 138,425
Change-138,425 (-100%)
Value—
&partners
N/A
Shares— from 133,884
Change-133,884 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 125,652
Change-125,652 (-100%)
Value—
Cable Car Capital, LPA
N/A
Shares— from 125,000
Change-125,000 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 120,351
Change-120,351 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 107,062
Change-107,062 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 105,442
Change-105,442 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 101,314
Change-101,314 (-100%)
Value—
Chase Investment Counsel Corp
N/A
Shares— from 99,416
Change-99,416 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 95,794
Change-95,794 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 95,196
Change-95,196 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 90,772
Change-90,772 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 88,794
Change-88,794 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 87,958
Change-87,958 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 84,650
Change-84,650 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 78,349
Change-78,349 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 68,444
Change-68,444 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 66,733
Change-66,733 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 66,548
Change-66,548 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 62,215
Change-62,215 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 60,975
Change-60,975 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 60,890
Change-60,890 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 60,584
Change-60,584 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 58,895
Change-58,895 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 56,917
Change-56,917 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 56,677
Change-56,677 (-100%)
Value—
Sonoma Private Wealth LLC
N/A
Shares— from 56,438
Change-56,438 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 56,255
Change-56,255 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 55,420
Change-55,420 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 54,682
Change-54,682 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 52,845
Change-52,845 (-100%)
Value—
Titiun Yejiel
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 46,290
Change-46,290 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 45,378
Change-45,378 (-100%)
Value—
St. James Investment Company, LLC
N/A
Shares— from 41,556
Change-41,556 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 41,307
Change-41,307 (-100%)
Value—
Hunter Perkins Capital Management, LLC
N/A
Shares— from 40,752
Change-40,752 (-100%)
Value—
Wilmar Advisors LLC
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 39,838
Change-39,838 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 39,560
Change-39,560 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 38,818
Change-38,818 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 37,776
Change-37,776 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 36,143
Change-36,143 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 36,104
Change-36,104 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 35,786
Change-35,786 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 35,696
Change-35,696 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 34,517
Change-34,517 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 34,427
Change-34,427 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 30,524
Change-30,524 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 30,377
Change-30,377 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 29,570
Change-29,570 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 29,356
Change-29,356 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 28,371
Change-28,371 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 27,845
Change-27,845 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 25,913
Change-25,913 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 25,777
Change-25,777 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 25,703
Change-25,703 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Oppenheimer & Close, LLC
N/A
Shares— from 24,255
Change-24,255 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 23,481
Change-23,481 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 22,773
Change-22,773 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 22,615
Change-22,615 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 22,300
Change-22,300 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 22,064
Change-22,064 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 21,990
Change-21,990 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 21,274
Change-21,274 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 21,055
Change-21,055 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 20,961
Change-20,961 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 18,162
Change-18,162 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 17,768
Change-17,768 (-100%)
Value—
Commerce Bank
N/A
Shares— from 17,553
Change-17,553 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 17,490
Change-17,490 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 16,500
Change-16,500 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 16,400
Change-16,400 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 16,334
Change-16,334 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 16,003
Change-16,003 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 15,605
Change-15,605 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 15,297
Change-15,297 (-100%)
Value—
Independent Family Office, LLC
N/A
Shares— from 15,140
Change-15,140 (-100%)
Value—
CapitalatWork S.A.
N/A
Shares— from 15,045
Change-15,045 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 15,022
Change-15,022 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Stenham Asset Management Ltd
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 14,743
Change-14,743 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 14,306
Change-14,306 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 13,557
Change-13,557 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 13,458
Change-13,458 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 13,347
Change-13,347 (-100%)
Value—
Ketron Financial
N/A
Shares— from 13,007
Change-13,007 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 12,169
Change-12,169 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 12,073
Change-12,073 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 12,056
Change-12,056 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 10,905
Change-10,905 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 10,851
Change-10,851 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 10,449
Change-10,449 (-100%)
Value—
Stansberry Asset Management, LLC
N/A
Shares— from 10,370
Change-10,370 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 10,068
Change-10,068 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 9,570
Change-9,570 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 9,262
Change-9,262 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 9,261
Change-9,261 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 8,902
Change-8,902 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 8,703
Change-8,703 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 8,645
Change-8,645 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 8,539
Change-8,539 (-100%)
Value—
Simmons Bank
N/A
Shares— from 8,516
Change-8,516 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 8,486
Change-8,486 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 8,474
Change-8,474 (-100%)
Value—
Paradigm Capital Management, LLC
N/A
Shares— from 8,145
Change-8,145 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 8,030
Change-8,030 (-100%)
Value—
Thomas J. Herzfeld Advisors, Inc.
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 7,921
Change-7,921 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 7,800
Change-7,800 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 7,570
Change-7,570 (-100%)
Value—
Premier Financial Group
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
Aegis Financial Corp
N/A
Shares— from 7,474
Change-7,474 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 7,380
Change-7,380 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 7,376
Change-7,376 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 7,349
Change-7,349 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 7,190
Change-7,190 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 7,178
Change-7,178 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 7,166
Change-7,166 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 7,029
Change-7,029 (-100%)
Value—
Ruedi Wealth Management, Inc.
N/A
Shares— from 7,009
Change-7,009 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 6,965
Change-6,965 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 6,800
Change-6,800 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 6,660
Change-6,660 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 6,655
Change-6,655 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 6,554
Change-6,554 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 6,206
Change-6,206 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 6,127
Change-6,127 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 6,112
Change-6,112 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 6,093
Change-6,093 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 5,978
Change-5,978 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 5,972
Change-5,972 (-100%)
Value—
VAN DEN Berg Management I, Inc
N/A
Shares— from 5,948
Change-5,948 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 5,711
Change-5,711 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 5,597
Change-5,597 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 5,550
Change-5,550 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 5,500
Change-5,500 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 5,311
Change-5,311 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 5,306
Change-5,306 (-100%)
Value—
Purkiss Capital Advisors LLC
N/A
Shares— from 5,250
Change-5,250 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 5,220
Change-5,220 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 5,160
Change-5,160 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 5,040
Change-5,040 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 4,272
Change-4,272 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 3,400
Change-3,400 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 3,390
Change-3,390 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 3,100
Change-3,100 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 2,917
Change-2,917 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 2,770
Change-2,770 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 2,468
Change-2,468 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 2,283
Change-2,283 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 1,525
Change-1,525 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 1,486
Change-1,486 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 1,405
Change-1,405 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,175
Change-1,175 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 1,140
Change-1,140 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 900
Change-900 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 760
Change-760 (-100%)
Value—
UBS Group AG
N/A
Shares— from 750
Change-750 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 700
Change-700 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 650
Change-650 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 622
Change-622 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 500
Change-500 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 150
Change-150 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 100
Change-100 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 93
Change-93 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 54
Change-54 (-100%)
Value—
Fort Vancouver Investment Management, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
Central Trust Co
DECREASED4,308,7454,506,959-198,214-4%$181.3M$179.0M-$2.3M2026-11-05
Beaumont Financial Advisors, LLC
DECREASED562,378563,859-1,4810%$22.7M$23.4M+$677.1K2026-10-22
Cambridge Investment Research Advisors, Inc.
DECREASED435,171441,740-6,569-1%$17.8M$18.1K-$17.8M2026-11-02
Evergreen Capital Management LLC
INCREASED369,761359,926+9,835+3%$14.5M$15.4M+$880.0K2026-10-23
Matauro, LLC
DECREASED329,346330,630-1,2840%$13.3M$13.7M+$379.8K2026-11-03
New Harbor Financial Group, LLC
DECREASED325,296346,918-21,622-6%$14.0M$13.5M-$443.7K2026-10-22
Pacific Sage Partners, LLC
INCREASED281,171224,596+56,575+25%$9.0M$11.7M+$2.6M2026-10-21
Euro Pacific Asset Management, LLC
DECREASED251,817255,698-3,881-2%$13.2K$10.5M+$10.4M2026-11-03
Sapient Capital LLC
UNCHANGED237,789237,78900%$9.6M$9.9M+$311.5K2026-10-08
Wealth Enhancement Advisory Services, LLC
INCREASED215,470196,822+18,648+9%$8.1M$8.8M+$727.3K2026-10-13
IFP Advisors, Inc
INCREASED202,948195,814+7,134+4%$7.9M$8.4M+$552.9K2026-10-16
TD Waterhouse Canada Inc.
INCREASED197,167183,699+13,468+7%$7.4M$8.2M+$807.1K2026-10-16
Concurrent Investment Advisors, LLC
INCREASED196,670132,379+64,291+49%$5.3M$8.2M+$2.8M2026-10-16
Kestra Advisory Services, LLC
INCREASED195,732187,775+7,957+4%$7.6M$8.1M+$576.5K2026-11-02
Brookstone Capital Management
INCREASED191,213176,920+14,293+8%$7.1M$7.9M+$825.5K2026-10-22
TrustWell Financial Advisors, LLC
DECREASED179,425180,261-8360%$7.3M$7.5M+$201.4K2026-10-15
Pekin Hardy Strauss, Inc.
INCREASED171,592166,832+4,760+3%$6.7M$7.1M+$416.3K2026-11-02
Commonwealth Equity Services, LLC
DECREASED161,312189,917-28,605-15%$7.6M$6.7M-$939.5K2026-11-02
Flagship Harbor Advisors, LLC
DECREASED157,927178,047-20,120-11%$7.2M$6.6M-$602.5K2026-10-26
Chicago Capital, LLC
UNCHANGED155,365155,36500%$6.3M$6.5M+$203.5K2026-10-13
Atria Investments, Inc
INCREASED145,631130,306+15,325+12%$5.2M$6.0M+$807.3K2026-10-15
Robertson Stephens Wealth Management, LLC
INCREASED136,864110,516+26,348+24%$4.4M$5.7M+$1.2M2026-10-16
Capital Wealth Alliance, LLC
DECREASED129,375129,717-3420%$5.2M$5.4M+$162.0K2026-10-20
Oppenheimer & Co Inc
INCREASED126,923111,903+15,020+13%$4.5M$5.3M+$770.5K2026-10-26
Marathon Capital Management
DECREASED119,955120,075-1200%$4.8M$5.0M+$152.3K2026-10-23
Nations Financial Group Inc,
DECREASED119,780121,510-1,730-1%$4.9M$5.0M+$87.3K2026-11-05
Steel Grove Capital Advisors, LLC
INCREASED108,717106,115+2,602+2%$4.3M$4.5M+$247.1K2026-10-13
J.W. Cole Advisors, Inc.
INCREASED105,16665,716+39,450+60%$2.6M$4.4M+$1.7M2026-11-05
International Assets Investment Management, LLC
INCREASED104,555104,460+95+0%$4.2M$4.4M+$150.2K2026-11-02
Demars Financial Group, LLC
INCREASED95,89295,014+878+1%$3.8M$4.0M+$160.9K2026-10-22
Hohimer Wealth Management, LLC
INCREASED95,39952,769+42,630+81%$2.1M$4.0M+$1.8M2026-11-04
Choreo, LLC
UNCHANGED86,43886,43800%$3.5M$3.6M+$113.2K2026-10-28
Wealthcare Advisory Partners LLC
INCREASED83,48179,900+3,581+4%$3.2M$3.5M+$253.4K2026-10-21
SBE LLC DBA Cedar Cove Wealth Partners
INCREASED77,43669,439+7,997+12%$2.8M$3.2M+$423.2K2026-10-15
Peak Financial Management, Inc.
DECREASED74,49374,831-3380%$3.0M$3.1M+$84.0K2026-10-16
Thrivent Financial for Lutherans
INCREASED74,04673,169+877+1%$2.9M$3.1K-$2.9M2026-11-05
IPG Investment Advisors LLC
UNCHANGED72,90672,90600%$2.9M$3.0M+$95.5K2026-10-30
Creative Planning
INCREASED69,64660,081+9,565+16%$2.4M$2.9M+$476.0K2026-11-02
Columbia Advisory Partners LLC
DECREASED68,87669,291-415-1%$2.8M$2.9M+$73.5K2026-10-15
Asset One Wealth Management LLC
UNCHANGED68,45368,45300%$2.7M$2.8M+$102.7K2026-11-02
Camelot Technology Advisors, Inc.
DECREASED67,10769,398-2,291-3%$2.8M$2.8M-$4.3K2026-10-09
Inspirion Wealth Advisors, LLC
DECREASED65,66367,682-2,019-3%$2.7M$2.7M-$2.7K2026-10-09
Coastline Trust Co
DECREASED64,39086,358-21,968-25%$3.5M$2.7M-$799.4K2026-10-01
Atlatl Advisers LLC
UNCHANGED61,91561,91500%$2.5M$2.6M+$81.1K2026-10-22
CGN Advisors LLC
UNCHANGED60,26960,26900%$2.4M$2.5M+$79.0K2026-10-21
Spire Wealth Management
INCREASED59,86559,199+666+1%$2.4M$2.5M+$105.2K2026-10-30
Financial Planning Navigators Corp
DECREASED55,16055,515-355-1%$2.2M$2.3M+$58.0K2026-10-14
Kestra Private Wealth Services, LLC
UNCHANGED51,44451,44400%$2.1M$2.1M+$67.4K2026-10-30
Lodestar Private Asset Management LLC
DECREASED44,98046,385-1,405-3%$1.9M$1.9M+$2.4K2026-10-26
Harfst & Associates, Inc.
DECREASED44,80345,568-765-2%$1.8M$1.9M+$27.9K2026-10-20
Simplicity Wealth,LLC
DECREASED43,25045,623-2,373-5%$1.8M$1.8M-$38.8K2026-10-23
Sunbeam Capital Management, LLC
INCREASED42,81542,760+55+0%$1.7M$1.8M+$58.3K2026-11-05
PKS Advisory Services, LLC
UNCHANGED39,61039,61000%$1.6M$1.6M$02026-10-26
StoneX Group Inc.
INCREASED38,57636,396+2,180+6%$1.5M$1.6M+$91.0K2026-11-03
Retirement Planning Group, LLC
DECREASED37,73439,386-1,652-4%$1.6M$1.6M-$17.0K2026-10-19
BOS Asset Management, LLC
DECREASED37,36142,296-4,935-12%$1.7M$1.6M-$149.6K2026-10-09
Blue Trust, Inc.
INCREASED33,19032,727+463+1%$1.3M$1.4M+$62.1K2026-10-15
Ethic Inc.
NEW32,363—+32,363——$1.3M—2026-11-03
HBW Advisory Services LLC
INCREASED31,03630,655+381+1%$1.2M$1.3M+$56.0K2026-10-15
CIBC Asset Management Inc
UNCHANGED30,00030,00000%$1.2M$1.2M+$38.5K2026-11-05
EverSource Wealth Advisors, LLC
UNCHANGED29,49929,49900%$1.2M$1.2M+$38.6K2026-11-04
Highland Capital Management, LLC
DECREASED28,77828,878-1000%$1.2M$1.2M+$33.7K2026-10-26
Schwallier Wealth Management LLC
INCREASED27,34624,114+3,232+13%$970.1K$1.1M+$165.8K2026-11-05
Alchemi Wealth, LLC
INCREASED26,84626,285+561+2%$1.1M$1.1M+$57.8K2026-11-04
Valeo Financial Advisors, LLC
DECREASED26,15426,632-478-2%$1.1M$1.1M+$15.0K2026-10-08
Prospera Financial Services Inc
INCREASED26,07024,155+1,915+8%$971.8K$960.2K-$11.6K2026-11-04
Truist Financial Corp
UNCHANGED25,54825,54800%$1.0M$1.1M+$33.5K2026-10-30
Montis Financial, LLC
DECREASED25,31027,430-2,120-8%$1.1M$1.1M-$52.1K2026-11-04
Welch & Forbes LLC
UNCHANGED25,10025,10000%$1.0M$1.0M+$32.9K2026-11-04
Summit Global Investments
DECREASED24,64725,147-500-2%$1.0M$1.0K-$1.0M2026-10-28
Rockport Wealth LLC
INCREASED23,98022,650+1,330+6%$911.2K$996.1K+$84.9K2026-11-03
Founders Grove Wealth Partners, LLC
INCREASED22,0439,743+12,300+126%$392.0K$915.7K+$523.7K2026-10-16
Accordant Advisory Group Inc
INCREASED21,40720,665+742+4%$831.4K$889.2K+$57.9K2026-10-29
Castleview Partners, LLC
INCREASED20,81619,658+1,158+6%$790.8K$864.7K+$73.9K2026-10-09
Hardin Capital Partners, LLC
INCREASED20,79619,364+1,432+7%$781.3K$863.9K+$82.5K2026-10-09
BLB&B Advisors, LLC
INCREASED20,50020,000+500+3%$804.6K$851.6K+$47.0K2026-10-27
Almanack Investment Partners, Llc.
INCREASED20,42616,926+3,500+21%$680.9K$848.5K+$167.6K2026-11-03
Hilton Head Capital Partners, LLC
UNCHANGED20,28020,28000%$815.9K$842.4K+$26.6K2026-10-23
Nadler Financial Group, Inc.
UNCHANGED20,26020,26000%$815.1K$841.6K+$26.5K2026-10-23
Elevation Point Wealth Partners, LLC
NEW19,675—+19,675——$817.3K—2026-11-05
Vise Technologies, Inc.
INCREASED19,41418,457+957+5%$742.5K$806.5K+$63.9K2026-10-29
Midwest Financial Group LLC
INCREASED18,90317,458+1,445+8%$702.3K$785.2K+$82.9K2026-10-15
Root Financial Partners, LLC
INCREASED18,52518,318+207+1%$736.9K$769.5K+$32.6K2026-10-21
4Wealth Advisors, Inc.
DECREASED17,64417,699-550%$706.0K$739.3K+$33.3K2026-10-13
McAlvany Wealth Management LLC
UNCHANGED16,98016,98000%$683.1K$705.3K+$22.2K2026-10-29
XML Financial, LLC
INCREASED16,3758,300+8,075+97%$333.9K$680.2K+$346.3K2026-10-29
Kellett Wealth Advisors, LLC
INCREASED16,31215,632+680+4%$628.9K$677.6K+$48.7K2026-10-15
Atticus Wealth Management, LLC
DECREASED16,16418,010-1,846-10%$724.5K$671.5K-$53.1K2026-10-20
Marks Group Wealth Management, Inc
UNCHANGED15,97115,97100%$642.5K$663.4K+$20.9K2026-11-05
Forum Financial Management, LP
UNCHANGED15,30015,30000%$615.5K$635.6K+$20.0K2026-10-16
waypoint wealth counsel
UNCHANGED15,00015,00000%$603.5K$623.1K+$19.7K2026-10-22
SteelPeak Wealth, LLC
NEW14,500—+14,500——$602.3K—2026-10-16
Verity Asset Management, Inc.
INCREASED14,48212,395+2,087+17%$498.7K$601.6K+$102.9K2026-10-30
Bank of New York Mellon Corp
INCREASED14,36410,336+4,028+39%$415.8K$596.7K+$180.8K2026-11-05
Cannon Financial Strategists, Inc.
UNCHANGED14,28214,28200%$574.6K$593.3K+$18.7K2026-10-19
Schaper Benz & Wise Investment Counsel Inc
UNCHANGED14,12514,12500%$568.2K$586.8K+$18.5K2026-10-09
Davenport & Co LLC
DECREASED14,05014,210-160-1%$571.7K$583.6K+$12.0K2026-10-14
MB, Levis & Associates, LLC
UNCHANGED13,66713,66700%$549.8K$567.7K+$17.9K2026-10-16
Daytona Street Capital LLC
UNCHANGED13,66613,66600%$558.5K$566.7K+$8.2K2026-10-15
Cornerstone Wealth Management, LLC
DECREASED13,32841,903-28,575-68%$1.7M$553.6K-$1.1M2026-11-04
MBL Wealth, LLC
UNCHANGED13,23513,23500%$532.4K$549.8K+$17.3K2026-10-22
North Forty Two & Co.
UNCHANGED13,10013,10000%$527.0K$544.2K+$17.2K2026-10-19
Latitude Advisors, LLC
UNCHANGED12,87612,87600%$518.0K$534.9K+$16.9K2026-10-27
D.A. Davidson & Co.
INCREASED12,80011,550+1,250+11%$464.7K$531.7K+$67.1K2026-10-28
Veracity Capital LLC
INCREASED12,75412,692+62+0%$510.6K$529.8K+$19.2K2026-10-08
Park Avenue Securities LLC
INCREASED12,56011,897+663+6%$479.0K$522-$478.5K2026-10-26
Old Port Advisors
UNCHANGED12,46112,46100%$501.3K$517.6K+$16.3K2026-10-23
Total Wealth Planning & Management, Inc.
DECREASED12,42515,013-2,588-17%$604.0K$516.1K-$87.8K2026-10-23
Mraz, Amerine & Associates, Inc.
UNCHANGED12,29112,29100%$494.5K$510.6K+$16.1K2026-10-30
Chilton Capital Management LLC
UNCHANGED12,00012,00000%$482.8K$498.5K+$15.7K2026-10-28
CLG LLC
UNCHANGED11,49511,49500%$462.5K$477.5K+$15.1K2026-10-13
Mission Wealth Management, LP
UNCHANGED11,45011,45000%$460.6K$475.6K+$15.0K2026-10-15
Trust Co of Toledo NA
UNCHANGED11,41811,41800%$459.3K$474.3K+$15.0K2026-10-16
Bison Wealth, LLC
NEW11,140—+11,140——$461.0K—2026-10-13
YHB Investment Advisors, Inc.
UNCHANGED11,10511,10500%$446.8K$461.3K+$14.5K2026-10-08
Compass Financial Management LLC
INCREASED11,0404,440+6,600+149%$178.6K$458.6K+$280.0K2026-10-30
US Bancorp \de\
DECREASED10,98237,132-26,150-70%$1.5M$456.2K-$1.0M2026-11-05
Northwest Wealth Management, LLC
UNCHANGED10,70110,70100%$430.5K$444.5K+$14.0K2026-10-30
Richard C. Young & Co., Ltd.
UNCHANGED10,63510,63500%$427.8K$441.8K+$13.9K2026-11-04
Carmel Capital Partners, LLC
UNCHANGED10,60610,60600%$426.7K$440.6K+$13.9K2026-11-03
HUB Investment Partners, LLC
INCREASED10,5717,548+3,023+40%$303.7K$439.1K+$135.5K2026-11-03
Prime Capital Investment Advisors, LLC
DECREASED10,44010,529-89-1%$423.6K$433.7K+$10.1K2026-10-20
WealthBridge Capital Management, LLC
UNCHANGED10,35810,35800%$416.7K$430.3K+$13.6K2026-10-16
Beese Fulmer Investment Management, Inc.
DECREASED10,27110,321-500%$415.2K$426.7K+$11.4K2026-10-23
Midwest Trust Co
UNCHANGED10,08510,08500%$405.7K$418.9K+$13.2K2026-10-22
Manchester Financial Inc
INCREASED10,0629,486+576+6%$381.6K$418.0K+$36.3K2026-10-15
SP Asset Management LLC
NEW10,000—+10,000——$415.4K—2026-11-05
Parsons Capital Management Inc
UNCHANGED10,00010,00000%$402.3K$415.4K+$13.1K2026-10-28
Philip James Wealth Mangement, LLC
UNCHANGED9,2759,27500%$373.1K$385.3K+$12.2K2026-10-27
Crown Wealth Group, LLC
UNCHANGED9,1839,18300%$369.4K$381.5K+$12.0K2026-10-19
Covenant Asset Management, LLC
UNCHANGED9,1649,16400%$368.7K$380.7K+$12.0K2026-10-14
Camden National Bank
INCREASED9,1099,042+67+1%$363.8K$378.4K+$14.6K2026-11-02
RFG Advisory, LLC
UNCHANGED9,1009,10000%$366.1K$378.0K+$11.9K2026-11-03
Principle Wealth Partners LLC
INCREASED8,9727,300+1,672+23%$293.7K$372.7K+$79.0K2026-11-02
Independent Financial Group, LLC
INCREASED8,8458,345+500+6%$335.7K$367.4K+$31.7K2026-10-13
Keybank National Association
UNCHANGED8,8188,81800%$354.7K$366.3K+$11.6K2026-11-04
Procyon Advisors, LLC
INCREASED8,6445,027+3,617+72%$202.2K$359.1K+$156.8K2026-10-21
Regions Financial Corp
DECREASED8,4898,569-80-1%$344.7K$352.6K+$7.9K2026-11-05
Investors Asset Management of Georgia Inc
UNCHANGED8,0738,07300%$324.8K$335.4K+$10.6K2026-10-20
Northern Capital Management, Inc.
DECREASED8,0008,380-380-5%$337.1K$332.3K-$4.8K2026-11-05
Fermata Advisors, LLC
DECREASED7,8628,490-628-7%$341.6K$326.6K-$15.0K2026-10-13
AdvisorNet Financial, Inc
DECREASED7,7508,950-1,200-13%$360.1K$306.7K-$53.3K2026-10-15
Keeler Thomas Management LLC
INCREASED7,5155,482+2,033+37%$220.5K$312.2K+$91.6K2026-10-29
Aviance Capital Partners, LLC
UNCHANGED7,4307,43000%$298.9K$308.6K+$9.7K2026-10-29
BCS Wealth Management
UNCHANGED7,3147,31400%$294.2K$303.8K+$9.6K2026-11-03
Garde Capital, Inc.
UNCHANGED7,2457,24500%$291.5K$301.0K+$9.5K2026-10-29
S.A. Mason LLC
INCREASED7,0907,024+66+1%$282.6K$294.5K+$11.9K2026-10-13
Tcfg Investment Advisors, LLC
UNCHANGED6,9006,90000%$277.6K$286.6K+$9.0K2026-10-20
Avidian Wealth Enterprises, LLC
UNCHANGED6,8696,86900%$276.3K$285.3K+$9.0K2026-10-08
MGO One Seven LLC
UNCHANGED6,8056,80500%$273.8K$282.7K+$8.9K2026-10-28
SAX Wealth Advisors, LLC
UNCHANGED6,8016,80100%$324.5K$282.5K-$42.0K2026-10-13
Gibraltar Capital Management, Inc.
UNCHANGED6,6256,62500%$266.5K$275.2K+$8.7K2026-10-27
Bryn Mawr Trust Advisors, LLC
UNCHANGED6,6006,60000%$265.5K$274.2K+$8.6K2026-11-04
Daymark Wealth Partners, LLC
DECREASED6,3128,697-2,385-27%$349.9K$262.2K-$87.7K2026-11-04
DDD Partners, LLC
UNCHANGED6,2856,28500%$252.8K$261.1K+$8.2K2026-11-02
Tenzing Financial LLC
DECREASED6,1386,142-40%$257.6K$247.5K-$10.2K2026-11-03
Axxcess Wealth Management, LLC
INCREASED6,0005,200+800+15%$209.2K$249.2K+$40.0K2026-10-21
Ashurst Perkins Coie Trust Co
UNCHANGED6,0006,00000%$241.3K$249.2K+$7.9K2026-10-15
NBT Bank, N.A.
UNCHANGED6,0006,00000%$241.4K$249.2K+$7.9K2026-10-21
Occidental Asset Management, LLC
UNCHANGED6,0006,00000%$241.4K$249.2K+$7.9K2026-11-05
Robinson Value Management, Ltd.
UNCHANGED5,9825,98200%$240.7K$248.5K+$7.8K2026-10-20
Clear Harbor Asset Management, LLC
UNCHANGED5,9795,97900%$240.5K$248.4K+$7.8K2026-11-05
Aprio Wealth Management, LLC
UNCHANGED5,9135,91300%$237.9K$245.6K+$7.7K2026-10-28
Cannon Advisors, Inc.
DECREASED5,6535,901-248-4%$237.9K$231.3K-$6.6K2026-10-14
Inlight Wealth Management, LLC
UNCHANGED5,5935,59300%$225.0K$232.3K+$7.3K2026-10-21
M Holdings Securities, Inc.
NEW5,538—+5,538——$216—2026-11-03
Davidson Trust Co
UNCHANGED5,4615,46100%$219.7K$226.9K+$7.2K2026-10-09
Perigon Wealth Management, LLC
DECREASED5,4455,923-478-8%$238.3K$226.2K-$12.1K2026-10-22
Delta Financial Advisors LLC
UNCHANGED5,4005,40000%$217.2K$224.3K+$7.1K2026-10-27
Lanark Financial, Inc.
DECREASED5,3255,500-175-3%$221.3K$221.2K-$642026-10-26
Brighton Jones LLC
DECREASED5,2585,475-217-4%$220.3K$218.4K-$1.8K2026-11-03
Sowell Financial Services LLC
NEW5,250—+5,250——$218.1K—2026-10-23
RCW Management, LLC
DECREASED5,0418,733-3,692-42%$351.3K$209.4K-$141.9K2026-10-30
MTM Investment Management, LLC
UNCHANGED5,0005,00000%$201.2K$207.7K+$6.6K2026-10-30
Silverlake Wealth Management LLC
DECREASED4,9665,117-151-3%$205.9K$206.3K+$4312026-10-21
Eagle Harbor Asset Management Inc
NEW4,835—+4,835——$200.8K—2026-10-21
Cidel Asset Management Inc
UNCHANGED4,8224,82200%$200.1K$206.7K+$6.6K2026-10-29
Fifth Third Bancorp
UNCHANGED4,7504,75000%$191.1K$197.3K+$6.2K2026-11-05
Bulwark Capital Corp
UNCHANGED3,9873,98700%$160.4K$165.6K+$5.2K2026-10-13
Parallel Advisors, LLC
UNCHANGED3,9583,95800%$159.2K$164.4K+$5.2K2026-11-03
Farther Finance Advisors, LLC
DECREASED3,2944,057-763-19%$163.2K$136.8K-$26.4K2026-10-08
CoreCap Advisors, LLC
INCREASED3,2703,186+84+3%$128.2K$135.8K+$7.7K2026-10-08
Ascentis Independent Advisors
NEW3,226—+3,226——$134.0K—2026-11-03
Blue Bell Private Wealth Management, LLC
DECREASED3,1804,180-1,000-24%$168.2K$132.1K-$36.1K2026-10-29
Pacifica Partners Inc.
UNCHANGED3,0003,00000%$123.1K$124.6K+$1.4K2026-10-09
Chapman Financial Group, LLC
UNCHANGED2,8002,80000%$112.6K$116.3K+$3.7K2026-10-26
Gamma Investing LLC
UNCHANGED2,6712,67100%$107.5K$111.0K+$3.5K2026-10-08
Washington Trust Advisors, Inc.
UNCHANGED2,6002,60000%$104.6K$108.0K+$3.4K2026-10-22
Burkett Financial Services, LLC
UNCHANGED2,4912,49100%$100.2K$103.5K+$3.3K2026-10-01
Hara Capital LLC
UNCHANGED2,4632,46300%$99.1K$102.3K+$3.2K2026-10-30
Contravisory Investment Management, Inc.
INCREASED2,2271,986+241+12%$79.9K$92.5K+$12.6K2026-10-13
Holos Integrated Wealth LLC
UNCHANGED2,1002,10000%$86.5K$84.7K-$1.8K2026-10-23
Advantage Trust Co
UNCHANGED1,8001,80000%$72.4K$74.8K+$2.4K2026-10-19
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED1,8001,80000%$72.0K$75-$71.9K2026-11-02
Private Trust Co NA
UNCHANGED1,7851,78500%$71.8K$74.1K+$2.3K2026-10-20
JFS Wealth Advisors, LLC
UNCHANGED1,6001,60000%$64.4K$66.5K+$2.1K2026-11-03
Assetmark, Inc
INCREASED1,592467+1,125+241%$18.8K$66.1K+$47.3K2026-10-21
Goodman Advisory Group, LLC
NEW1,590—+1,590——$66.0K—2026-11-02
LFA - Lugano Financial Advisors SA
NEW1,575—+1,575——$93.0K—2026-11-03
Trust Co
UNCHANGED1,4011,40100%$56.4K$58.2K+$1.8K2026-10-09
Old Second National Bank of Aurora
UNCHANGED1,4001,40000%$56.3K$58.2K+$1.8K2026-10-22
Madden Securities Corp
NEW1,393—+1,393——$57.9K—2026-10-27
Laurel Wealth Advisors LLC
NEW1,000—+1,000——$41.5K—2026-10-27
Halbert Hargrove Global Advisors, LLC
UNCHANGED1,0001,00000%$40.2K$41.5K+$1.3K2026-10-16
Parkside Financial Bank & Trust
INCREASED944344+600+174%$13.8K$39.2K+$25.4K2026-10-27
Birch Financial Group, LLC
NEW885—+885——$36.8K—2026-10-27
Creative Financial Designs Inc
UNCHANGED84384300%$33.9K$35.0K+$1.1K2026-11-04
Atlantic Edge Private Wealth Management, LLC
DECREASED825850-25-3%$34.2K$34.3K+$752026-10-20
Key FInancial Inc
UNCHANGED71071000%$28.6K$29.5K+$9302026-11-02
Markowski Investments
INCREASED707657+50+8%$26.4K$29.4K+$2.9K2026-10-30
Physician Wealth Advisors, Inc.
UNCHANGED64964900%$26.1K$26.9K+$8492026-10-20
Bangor Savings Bank
NEW500—+500——$20.8K—2026-10-06
Mather Group, Llc.
DECREASED4973,162-2,665-84%$127.2K$20.6K-$106.6K2026-10-14
Hilltop National Bank
UNCHANGED48148100%$19.4K$20.0K+$6302026-10-14
Fortitude Family Office, LLC
NEW400—+400——$16.6K—2026-10-14
Signaturefd, LLC
UNCHANGED35035000%$14.1K$14.5K+$4582026-10-23
Jnba Financial Advisors
UNCHANGED34134100%$13.7K$14.2K+$4472026-11-03
Tradewinds Capital Management, LLC
UNCHANGED32832800%$13.2K$13.6K+$4302026-10-23
Ascentis Wealth Management, LLC
NEW269—+269——$11.2K—2026-11-03
1620 Investment Advisors, Inc.
UNCHANGED25525500%$10.3K$10.6K+$3342026-11-04
James T. Borello RIA
UNCHANGED25025000%$10.1K$10.4K+$3272026-10-16
Larson Financial Group LLC
UNCHANGED24224200%$9.7K$10.1K+$3172026-11-05
Meriwether Wealth & Planning, LLC
NEW200—+200——$8.3K—2026-10-13
Costello Asset Management, Inc
UNCHANGED20020000%$8.0K$8.3K+$2622026-10-30
Westside Investment Management, Inc.
UNCHANGED20020000%$8.0K$8.3K+$2622026-11-02
Clark Wealth Partners
UNCHANGED17017000%$6.8K$7.1K+$2222026-10-19
Gen-Wealth Partners Inc
INCREASED120100+20+20%$4.0K$5.0K+$9622026-11-04
Barrett & Company, Inc.
DECREASED91104-13-12%$4.2K$3.8K-$4042026-10-22
DecisionPoint Financial, LLC
UNCHANGED686800%$2.7K$2.8K+$952026-10-27
Imc-Chicago, LLC
CLOSED01,779,571-1,779,571-100%$71.6M$0-$71.6M2026-11-05
3Edge Asset Management, LP
CLOSED0347,252-347,252-100%$14.0M$0-$14.0M2026-10-30
Inscription Capital, LLC
CLOSED018,175-18,175-100%$731.2K$0-$731.2K2026-11-02
Founders Capital Management, LLC
CLOSED013,350-13,350-100%$537.1K$0-$537.1K2026-10-23
Fairway Wealth LLC
CLOSED09,600-9,600-100%$386.2K$0-$386.2K2026-10-30
Arbor Capital Management Inc
CLOSED08,750-8,750-100%$349.2K$0-$349.2K2026-10-21
Ardent Capital Management, Inc.
CLOSED05,930-5,930-100%$238.6K$0-$238.6K2026-10-16
Princeton Global Asset Management LLC
CLOSED0900-900-100%$36.2K$0-$36.2K2026-10-21
Covestor Ltd
CLOSED051-51-100%$2$0-$22026-10-30
Midway Capital Research & Management
CLOSED013-13-100%$523$0-$5232026-10-20
Bleakley Financial Group, LLC
N/A—4,208,130-4,208,130-100%$169.3M———
Morgan Stanley
N/A—4,154,969-4,154,969-100%$167.2M———
Jupiter Asset Management LTD
N/A—3,657,084-3,657,084-100%$147.7M———
Royal Bank of Canada
N/A—3,329,872-3,329,872-100%$134.0M———
Weiss Asset Management LP
N/A—3,099,716-3,099,716-100%$124.7M———
Evelyn Partners Group Ltd
N/A—1,168,036-1,168,036-100%$47.0M———
Managed Asset Portfolios, LLC
N/A—955,967-955,967-100%$38.5M———
Raymond James Financial Inc
N/A—903,921-903,921-100%$36.4M———
Jane Street Group, LLC
N/A—897,561-897,561-100%$36.1M———
LPL Financial LLC
N/A—847,803-847,803-100%$34.1M———
Baird Financial Group, Inc.
N/A—841,648-841,648-100%$33.9M———
Wells Fargo & Company
N/A—747,266-747,266-100%$30.1M———
Bank of America Corp
N/A—642,326-642,326-100%$25.8M———
Sprott Inc.
N/A—636,665-636,665-100%$25.6M———
Cheviot Value Management, LLC
N/A—567,160-567,160-100%$22.8M———
Marshall Financial Group, LLC
N/A—544,511-544,511-100%$21.9M———
Ameriprise Financial Inc
N/A—525,803-525,803-100%$21.1M———
JPMorgan Chase & Co
N/A—504,984-504,984-100%$20.1M———
CIBC World Market Inc.
N/A—483,429-483,429-100%$19.4M———
Cannell & Spears LLC
N/A—483,025-483,025-100%$19.4M———
Osaic Holdings, Inc.
N/A—444,749-444,749-100%$17.9M———
Cohen & Steers, Inc.
N/A—368,497-368,497-100%$14.8M———
Hollencrest Capital Management
N/A—356,183-356,183-100%$14.3M———
Cetera Investment Advisers
N/A—340,595-340,595-100%$13.7M———
National Bank of Canada
N/A—332,657-332,657-100%$13.1M———
Neuberger Berman Group LLC
N/A—316,559-316,559-100%$12.7M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—312,644-312,644-100%$12.6M———
PFG Investments, LLC
N/A—312,401-312,401-100%$12.6M———
Federation des caisses Desjardins du Quebec
N/A—312,254-312,254-100%$12.5M———
NewEdge Wealth, LLC
N/A—253,922-253,922-100%$10.2M———
Private Advisor Group, LLC
N/A—238,559-238,559-100%$9.6M———
Mariner, LLC
N/A—236,491-236,491-100%$9.5M———
Jones Financial Companies Lllp
N/A—222,807-222,807-100%$9.0M———
Northwestern Mutual Wealth Management Co
N/A—217,958-217,958-100%$8.8M———
Susquehanna International Group, LLP
N/A—216,346-216,346-100%$8.7M———
Stifel Financial Corp
N/A—210,558-210,558-100%$8.5M———
Cadence Wealth Management LLC
N/A—207,150-207,150-100%$8.3M———
PYA Waltman Capital, LLC
N/A—204,820-204,820-100%$8.2M———
Intrepid Capital Management Inc
N/A—199,116-199,116-100%$8.0M———
Arkadios Wealth Advisors
N/A—188,371-188,371-100%$7.6M———
Gem Investment Advisors, LLC
N/A—187,561-187,561-100%$7.5M———
Janney Montgomery Scott LLC
N/A—171,793-171,793-100%$6.9M———
HighTower Advisors, LLC
N/A—161,405-161,405-100%$6.5M———
Level Four Advisory Services, LLC
N/A—160,327-160,327-100%$6.4M———
Captrust Financial Advisors
N/A—151,509-151,509-100%$6.1M———
Envestnet Asset Management Inc
N/A—141,609-141,609-100%$5.7M———
Beacon Pointe Advisors, LLC
N/A—138,425-138,425-100%$5.6M———
&partners
N/A—133,884-133,884-100%$5.4M———
Roberts Glore & Co Inc
N/A—125,652-125,652-100%$5.1M———
Cable Car Capital, LPA
N/A—125,000-125,000-100%$5.0M———
K.J. Harrison & Partners Inc
N/A—120,351-120,351-100%$4.8M———
Steward Partners Investment Advisory, LLC
N/A—107,062-107,062-100%$4.3M———
AE Wealth Management LLC
N/A—105,442-105,442-100%$4.2M———
Delta Investment Management, LLC
N/A—101,314-101,314-100%$4.1M———
Chase Investment Counsel Corp
N/A—99,416-99,416-100%$4.0M———
Ancora Advisors LLCA
N/A—95,794-95,794-100%$3.9M———
Mutual Advisors, LLC
N/A—95,196-95,196-100%$3.8M———
Rothschild Wealth LLC
N/A—90,772-90,772-100%$3.7M———
GWN Securities Inc.
N/A—88,794-88,794-100%$3.6M———
Focus Partners Wealth
N/A—87,958-87,958-100%$3.5M———
Integrated Wealth Concepts LLC
N/A—84,650-84,650-100%$3.4M———
MML Investors Services, LLC
N/A—78,349-78,349-100%$3.2M———
IHT Wealth Management, LLC
N/A—68,444-68,444-100%$2.8M———
Kiker Wealth Management, LLC
N/A—66,733-66,733-100%$2.7M———
IEQ Capital, LLC
N/A—66,548-66,548-100%$2.7M———
Nalls Sherbakoff Group, LLC
N/A—62,215-62,215-100%$2.5M———
Tiaa Trust, National Association
N/A—60,975-60,975-100%$2.5M———
Citadel Advisors LLC
N/A—60,890-60,890-100%$2.4M———
Argent Trust Co
N/A—60,584-60,584-100%$2.4M———
Johnson Investment Counsel Inc
N/A—58,895-58,895-100%$2.4M———
XTX Topco Ltd
N/A—56,917-56,917-100%$2.3M———
Equitable Holdings, Inc.
N/A—56,677-56,677-100%$2.3M———
Sonoma Private Wealth LLC
N/A—56,438-56,438-100%$2.3M———
Seeds Investor LLC
N/A—56,255-56,255-100%$2.3M———
Brown Advisory Inc
N/A—55,420-55,420-100%$2.2M———
Advisory Services Network, LLC
N/A—54,682-54,682-100%$2.2M———
Twin Focus Capital Partners, LLC
N/A—52,845-52,845-100%$2.1M———
Titiun Yejiel
N/A—50,000-50,000-100%$2.0M———
Belpointe Asset Management LLC
N/A—46,290-46,290-100%$1.9M———
Flputnam Investment Management Co
N/A—45,378-45,378-100%$1.8M———
St. James Investment Company, LLC
N/A—41,556-41,556-100%$1.7M———
First Manhattan Co. Llc.
N/A—41,307-41,307-100%$1.7M———
Hunter Perkins Capital Management, LLC
N/A—40,752-40,752-100%$1.6K———
Wilmar Advisors LLC
N/A—40,000-40,000-100%$1.6M———
Main Street Financial Solutions, LLC
N/A—39,838-39,838-100%$1.6M———
Geneos Wealth Management Inc.
N/A—39,560-39,560-100%$1.6M———
Mercer Global Advisors Inc
N/A—38,818-38,818-100%$1.6M———
Shufro Rose & Co LLC
N/A—37,776-37,776-100%$1.5M———
PNC Financial Services Group, Inc.
N/A—36,143-36,143-100%$1.5M———
Bull Harbor Capital LLC
N/A—36,104-36,104-100%$1.5M———
MAI Capital Management
N/A—35,786-35,786-100%$1.4M———
Benjamin Edwards Inc
N/A—35,696-35,696-100%$1.4M———
Transcend Capital Advisors, LLC
N/A—34,517-34,517-100%$1.4M———
Waddell & Associates, LLC
N/A—34,427-34,427-100%$1.4M———
Tradition Wealth Management, LLC
N/A—30,524-30,524-100%$1.2M———
Jaffetilchin Investment Partners, LLC
N/A—30,377-30,377-100%$1.2M———
SouthState Bank Corp
N/A—29,570-29,570-100%$1.2M———
Franklin Resources Inc
N/A—29,356-29,356-100%$1.2M———
Bank of Montreal
N/A—28,371-28,371-100%$1.1M———
Allworth Financial LP
N/A—27,845-27,845-100%$1.1M———
Dakota Wealth Management
N/A—25,913-25,913-100%$1.0M———
Moors & Cabot, Inc.
N/A—25,777-25,777-100%$1.0M———
Summit Financial, LLC
N/A—25,703-25,703-100%$1.0M———
Toronto Dominion Bank
N/A—25,000-25,000-100%$1.0M———
Oppenheimer & Close, LLC
N/A—24,255-24,255-100%$975.8K———
Ausdal Financial Partners, Inc.
N/A—23,481-23,481-100%$944.6K———
WealthTrust Axiom LLC
N/A—22,773-22,773-100%$916.2K———
Cardiff Park Advisors, LLC
N/A—22,615-22,615-100%$909.8K———
Continuum Advisory, LLC
N/A—22,300-22,300-100%$897.1K———
Regal Investment Advisors LLC
N/A—22,064-22,064-100%$887.6K———
Merit Financial Group, LLC
N/A—21,990-21,990-100%$884.7K———
Cresset Asset Management, LLC
N/A—21,274-21,274-100%$855.9K———
CIBC Bancorp USA Inc.
N/A—21,055-21,055-100%$847.0K———
Scotia Capital Inc.
N/A—20,961-20,961-100%$843.8K———
Clearstead Advisors, LLC
N/A—18,162-18,162-100%$730.7K———
Astoria Portfolio Advisors Llc.
N/A—17,768-17,768-100%$714.8K———
Commerce Bank
N/A—17,553-17,553-100%$706.2K———
Centaurus Financial, Inc.
N/A—17,490-17,490-100%$704.0K———
Sandy Cove Advisors, LLC
N/A—16,500-16,500-100%$663.8K———
Rehmann Capital Advisory Group
N/A—16,400-16,400-100%$659.8K———
Harbour Investments, Inc.
N/A—16,334-16,334-100%$657.1K———
Cerity Partners LLC
N/A—16,003-16,003-100%$643.8K———
Arax Advisory Partners
N/A—15,605-15,605-100%$627.8K———
World Investment Advisors
N/A—15,297-15,297-100%$730.0K———
Independent Family Office, LLC
N/A—15,140-15,140-100%$609.1K———
CapitalatWork S.A.
N/A—15,045-15,045-100%$605.0K———
Strait & Sound Wealth Management LLC
N/A—15,022-15,022-100%$604.3K———
Summit Trail Advisors, LLC
N/A—15,000-15,000-100%$603.5K———
Stenham Asset Management Ltd
N/A—15,000-15,000-100%$603.5K———
Insigneo Advisory Services, LLC
N/A—14,743-14,743-100%$593.1K———
Oxbow Advisors, LLC
N/A—14,306-14,306-100%$575.5K———
Madden Advisory Services, Inc.
N/A—13,557-13,557-100%$545.4K———
BFC Planning, Inc.
N/A—13,458-13,458-100%$541.4K———
Focus Partners Advisor Solutions, LLC
N/A—13,347-13,347-100%$537.0K———
Ketron Financial
N/A—13,007-13,007-100%$523.3K———
Tidal Investments LLC
N/A—12,169-12,169-100%$489.6K———
Graney & King, LLC
N/A—12,073-12,073-100%$485.7K———
Boston Family Office LLC
N/A—12,056-12,056-100%$485.0K———
Sequoia Financial Advisors, LLC
N/A—10,905-10,905-100%$438.7K———
Financial Sense Advisors, Inc.
N/A—10,851-10,851-100%$436.5K———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—10,449-10,449-100%$420.4K———
Stansberry Asset Management, LLC
N/A—10,370-10,370-100%$417.2K———
Indie Asset Partners, LLC
N/A—10,068-10,068-100%$405.0K———
Perennial Investment Advisors, LLC
N/A—10,000-10,000-100%$402.3K———
M&T Bank Corp
N/A—9,570-9,570-100%$385.0K———
Baker Avenue Asset Management, LP
N/A—9,262-9,262-100%$372.6K———
EP Wealth Advisors, LLC
N/A—9,261-9,261-100%$372.6K———
Clarity Financial LLC
N/A—9,000-9,000-100%$362.1K———
Coppell Advisory Solutions LLC
N/A—8,902-8,902-100%$200.4K———
Stonehage Fleming Financial Services Holdings Ltd
N/A—8,703-8,703-100%$350.1K———
Knightsbridge Asset Management, LLC
N/A—8,645-8,645-100%$347.8K———
Aptus Capital Advisors, LLC
N/A—8,539-8,539-100%$343.5K———
Simmons Bank
N/A—8,516-8,516-100%$342.6K———
Rockefeller Capital Management L.P.
N/A—8,486-8,486-100%$341.4K———
Guardian Wealth Advisors, LLC / NC
N/A—8,474-8,474-100%$340.9K———
Paradigm Capital Management, LLC
N/A—8,145-8,145-100%$328.0K———
Freestone Capital Holdings, LLC
N/A—8,030-8,030-100%$323.0K———
Thomas J. Herzfeld Advisors, Inc.
N/A—8,000-8,000-100%$321.8K———
Silver OAK Securities, Incorporated
N/A—7,921-7,921-100%$318.7K———
WJ Financial Advisors LLC
N/A—7,800-7,800-100%$313.8K———
Resurgent Financial Advisors LLC
N/A—7,570-7,570-100%$304.5K———
Premier Financial Group
N/A—7,500-7,500-100%$301.7K———
Aegis Financial Corp
N/A—7,474-7,474-100%$300.7K———
Cornerstone Select Advisors, LLC
N/A—7,380-7,380-100%$296.9K———
Stratos Wealth Partners, Ltd.
N/A—7,376-7,376-100%$296.7K———
Alexander Labrunerie & Co., Inc.
N/A—7,349-7,349-100%$295.7K———
NewEdge Advisors, LLC
N/A—7,190-7,190-100%$289.3K———
Dogwood Wealth Management LLC
N/A—7,178-7,178-100%$288.8K———
Canal Capital Management, LLC
N/A—7,166-7,166-100%$288.3K———
IFG Advisory, LLC
N/A—7,029-7,029-100%$282.8K———
Ruedi Wealth Management, Inc.
N/A—7,009-7,009-100%$282.0K———
Thompson David Blair
N/A—6,965-6,965-100%$280.2K———
Advisors Capital Management, LLC
N/A—6,800-6,800-100%$273.6K———
Snowden Capital Advisors LLC
N/A—6,660-6,660-100%$267.9K———
Calton & Associates, Inc.
N/A—6,655-6,655-100%$267.7K———
Advyzon Investment Management, LLC
N/A—6,554-6,554-100%$263.7K———
Jackson, Grant Investment Advisers, Inc.
N/A—6,206-6,206-100%$249.7K———
CreativeOne Wealth, LLC
N/A—6,127-6,127-100%$246.5K———
Essex Financial Services, Inc.
N/A—6,112-6,112-100%$245.9K———
WealthShield Partners, LLC
N/A—6,093-6,093-100%$245.1K———
Kera Capital Partners, Inc.
N/A—5,978-5,978-100%$240.5K———
Pine Valley Investments Ltd Liability Co
N/A—5,972-5,972-100%$240.3K———
VAN DEN Berg Management I, Inc
N/A—5,948-5,948-100%$239.3K———
Wescott Financial Advisory Group, LLC
N/A—5,711-5,711-100%$229.7K———
Sanctuary Advisors, LLC
N/A—5,597-5,597-100%$225.2K———
Innovative Asset Advisors Group, LLC
N/A—5,550-5,550-100%$223.3K———
DV Trading LLC
N/A—5,500-5,500-100%$221.3K———
Fortis Capital Advisors, LLC
N/A—5,311-5,311-100%$213.7K———
Foundations Investment Advisors, LLC
N/A—5,306-5,306-100%$213.5K———
Purkiss Capital Advisors LLC
N/A—5,250-5,250-100%$211.2K———
Meramec Financial Planners, LLC
N/A—5,220-5,220-100%$211.4K———
Hemenway Trust Co LLC
N/A—5,160-5,160-100%$207.6K———
Ogorek Anthony Joseph
N/A—5,040-5,040-100%$202.0K———
CCG Wealth Management, LLC
N/A—5,000-5,000-100%$201.2K———
Composition Wealth, LLC
N/A—5,000-5,000-100%$201.2K———
Caldwell Sutter Capital, Inc.
N/A—4,272-4,272-100%$171.9K———
Highland Investment Advisors LLC
N/A—3,400-3,400-100%$136.8K———
Brown Brothers Harriman & Co
N/A—3,390-3,390-100%$136.4K———
HM Payson & Co
N/A—3,100-3,100-100%$124.7K———
Heritage Wealth Advisors
N/A—3,000-3,000-100%$120.7K———
UMB Bank, n.a.
N/A—3,000-3,000-100%$120.7K———
Vanguard National Trust Co
N/A—2,917-2,917-100%$117.4K———
SHP Wealth Management
N/A—2,770-2,770-100%$111.4K———
Benson Wealth Management Inc
N/A—2,468-2,468-100%$99.3K———
Capital Analysts, LLC
N/A—2,283-2,283-100%$92.0K———
Wellington Grp LLC
N/A—1,525-1,525-100%$72.8K———
Bogart Wealth, LLC
N/A—1,500-1,500-100%$60.3K———
Institute for Wealth Management, Llc.
N/A—1,486-1,486-100%$59.8K———
Bard Associates Inc
N/A—1,405-1,405-100%$56.5K———
MRP Capital Investments, LLC
N/A—1,400-1,400-100%$56.3K———
Atlantic Union Bankshares Corp
N/A—1,400-1,400-100%$56.3K———
Medallion Wealth Advisors, LLC
N/A—1,175-1,175-100%$47.3K———
Ameritas Advisory Services, LLC
N/A—1,140-1,140-100%$45.9K———
Rothschild Investment LLC
N/A—1,000-1,000-100%$40.2K———
IAG Wealth Partners, LLC
N/A—1,000-1,000-100%$40.2K———
Global Retirement Partners, LLC
N/A—900-900-100%$36.2K———
Bessemer Group Inc
N/A—760-760-100%$31———
UBS Group AG
N/A—750-750-100%$30.2K———
Strategic Wealth Partners, Ltd.
N/A—700-700-100%$28.2K———
Delta Asset Management LLC
N/A—650-650-100%$26.1K———
BlackRock, Inc.
N/A—622-622-100%$25.0K———
Colonial Trust Advisors
N/A—500-500-100%$20.1K———
Lummis Asset Management, LP
N/A—150-150-100%$6.0K———
Mcguire Capital Advisors Inc
N/A—100-100-100%$4.0K———
Paladin Advisory Group, LLC
N/A—93-93-100%$3.7K———
Measured Wealth Private Client Group, LLC
N/A—54-54-100%$2.2K———
Fort Vancouver Investment Management, LLC
N/A—5-5-100%$202———
Fourth Dimension Wealth, LLC
N/A—4-4-100%$161———
Optiver Holding B.V.
N/A—3-3-100%$121———
Showing 468 of 468 institutions