Sunoco LP (SUN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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Alps Advisors Inc

DECREASED

Shares23,323,043 from 24,435,476

Change-1,112,433 (-5%)

Value$1.7B (+$50.2M)

Filed 2026-11-03

Miller Howard Investments Inc

INCREASED

Shares977,324 from 974,109

Change+3,215 (+0%)

Value$71.2M (+$5.5M)

Filed 2026-10-26

Fractal Investments LLC

INCREASED

Shares929,327 from 682,002

Change+247,325 (+36%)

Value$67.7M (+$21.7M)

Filed 2026-10-28

Barclays PLC

INCREASED

Shares758,875 from 692,085

Change+66,790 (+10%)

Value$55.3M (+$8.6M)

Filed 2026-11-06

Bowen Hanes & Co Inc

UNCHANGED

Shares600,000 from 600,000

Change0 (0%)

Value$43.7M (+$4.7M)

Filed 2026-11-09

Adams Asset Advisors, LLC

UNCHANGED

Shares565,822 from 565,822

Change0 (0%)

Value$41.2M (+$3.0M)

Filed 2026-10-08

Natixis

NEW

Shares264,700

Change+264,700

Value$19.3M

Filed 2026-11-06

Citigroup Inc

INCREASED

Shares237,261 from 187,155

Change+50,106 (+27%)

Value$17.3M (+$4.7M)

Filed 2026-11-04

Chickasaw Capital Management LLC

DECREASED

Shares182,535 from 192,465

Change-9,930 (-5%)

Value$13.3M (+$13.3M)

Filed 2026-10-08

LPL Financial LLC

DECREASED

Shares174,064 from 175,491

Change-1,427 (-1%)

Value$12.7M (+$838.4K)

Filed 2026-11-06

Kercheville Advisors, LLC

INCREASED

Shares160,087 from 159,086

Change+1,001 (+1%)

Value$11.7M (+$927.3K)

Filed 2026-10-19

Counterpoint Mutual Funds LLC

NEW

Shares123,413

Change+123,413

Value$9.0M

Filed 2026-10-16

Exchange Traded Concepts, LLC

DECREASED

Shares100,880 from 106,281

Change-5,401 (-5%)

Value$7.4M (+$177.2K)

Filed 2026-10-28

Waldron Private Wealth LLC

DECREASED

Shares61,000 from 71,000

Change-10,000 (-14%)

Value$4.4M (-$347.4K)

Filed 2026-11-02

Annis Gardner Whiting Capital Advisors, LLC

DECREASED

Shares56,000 from 56,800

Change-800 (-1%)

Value$4.1M (+$246.7K)

Filed 2026-11-09

J.W. Cole Advisors, Inc.

DECREASED

Shares54,843 from 59,126

Change-4,283 (-7%)

Value$4.0M (+$5.4K)

Filed 2026-11-05

Kestra Advisory Services, LLC

INCREASED

Shares53,305 from 49,066

Change+4,239 (+9%)

Value$3.9M (+$572.4K)

Filed 2026-11-02

Gilman Hill Asset Management, LLC

UNCHANGED

Shares50,349 from 50,349

Change0 (0%)

Value$3.7M (+$270.4K)

Filed 2026-10-13

Sovereign Investment Advisors, LLC

UNCHANGED

Shares43,522 from 43,522

Change0 (0%)

Value$3.2M (+$233.7K)

Filed 2026-11-09

AlTi Global, Inc.

DECREASED

Shares41,700 from 51,254

Change-9,554 (-19%)

Value$3.0M (-$421.0K)

Filed 2026-11-09

Crescent Grove Advisors, LLC

DECREASED

Shares36,864 from 41,884

Change-5,020 (-12%)

Value$2.7M (-$140.9K)

Filed 2026-10-21

Linscomb Wealth, Inc.

UNCHANGED

Shares35,058 from 35,058

Change0 (0%)

Value$2.6M (+$188.3K)

Filed 2026-11-05

Commonwealth Equity Services, LLC

DECREASED

Shares31,244 from 32,097

Change-853 (-3%)

Value$2.3M (+$110.2K)

Filed 2026-11-02

Truist Financial Corp

INCREASED

Shares31,200 from 28,628

Change+2,572 (+9%)

Value$2.3M (+$341.2K)

Filed 2026-10-30

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares28,065 from 25,877

Change+2,188 (+8%)

Value$2.0K (-$1.7M)

Filed 2026-11-02

Elco Management Co., LLC

DECREASED

Shares25,284 from 26,587

Change-1,303 (-5%)

Value$1.8M (+$47.8K)

Filed 2026-10-14

Bison Wealth, LLC

UNCHANGED

Shares23,859 from 23,859

Change0 (0%)

Value$1.8M (+$190.2K)

Filed 2026-10-13

Imc-Chicago, LLC

INCREASED

Shares22,593 from 3,913

Change+18,680 (+477%)

Value$1.6M (+$1.4M)

Filed 2026-11-05

HUB Investment Partners, LLC

DECREASED

Shares21,943 from 145,379

Change-123,436 (-85%)

Value$1.6M (-$8.2M)

Filed 2026-11-03

Apollon Wealth Management, LLC

DECREASED

Shares21,638 from 22,138

Change-500 (-2%)

Value$1.6M (+$82.4K)

Filed 2026-10-23

Cascade Investment Group, Inc.

DECREASED

Shares21,430 from 21,580

Change-150 (-1%)

Value$1.6M (+$105.0K)

Filed 2026-10-13

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares20,791 from 19,030

Change+1,761 (+9%)

Value$1.5M (+$224.1K)

Filed 2026-10-13

US Bancorp \de\

UNCHANGED

Shares18,884 from 18,884

Change0 (0%)

Value$1.4M (+$101.4K)

Filed 2026-11-05

Focus Financial Network, Inc.

INCREASED

Shares16,633 from 16,594

Change+39 (+0%)

Value$1.2M (+$92.0K)

Filed 2026-10-14

Creative Planning

INCREASED

Shares16,243 from 15,270

Change+973 (+6%)

Value$1.2M (+$152.9K)

Filed 2026-11-02

Quad-Cities Investment Group, LLC

INCREASED

Shares15,312 from 15,230

Change+82 (+1%)

Value$1.1M (+$87.8K)

Filed 2026-10-16

Mcdonald Partners LLC

UNCHANGED

Shares15,100 from 15,100

Change0 (0%)

Value$1.1M (+$81.1K)

Filed 2026-11-03

MGO One Seven LLC

DECREASED

Shares14,941 from 15,068

Change-127 (-1%)

Value$1.1M (+$71.7K)

Filed 2026-10-28

Austin Wealth Management, LLC

UNCHANGED

Shares13,934 from 13,934

Change0 (0%)

Value$1.0M (-$4.7K)

Filed 2026-11-06

Oppenheimer & Co Inc

INCREASED

Shares13,910 from 7,571

Change+6,339 (+84%)

Value$1.0M (+$502.6K)

Filed 2026-10-26

Bokf, NA

UNCHANGED

Shares12,183 from 12,183

Change0 (0%)

Value$887.8K (+$65.4K)

Filed 2026-10-27

Larson Financial Group LLC

INCREASED

Shares12,172 from 11,178

Change+994 (+9%)

Value$886.9K (+$132.4K)

Filed 2026-11-05

M.E. Allison & Co., Inc.

UNCHANGED

Shares11,745 from 11,745

Change0 (0%)

Value$855.9K (+$63.1K)

Filed 2026-10-09

Moors & Cabot, Inc.

INCREASED

Shares11,369 from 10,301

Change+1,068 (+10%)

Value$828.5K (+$133.1K)

Filed 2026-11-06

International Assets Investment Management, LLC

DECREASED

Shares10,743 from 10,976

Change-233 (-2%)

Value$800.8K (+$56.7K)

Filed 2026-11-02

PNC Financial Services Group, Inc.

INCREASED

Shares10,649 from 10,599

Change+50 (+0%)

Value$776.0K (+$60.6K)

Filed 2026-11-06

Sigma Planning Corp

DECREASED

Shares10,336 from 12,233

Change-1,897 (-16%)

Value$753.2K (-$72.5K)

Filed 2026-10-23

Baldwin Wealth Partners LLC

UNCHANGED

Shares9,860 from 9,860

Change0 (0%)

Value$718.5K (+$52.9K)

Filed 2026-10-13

B. Riley Wealth Advisors, Inc.

INCREASED

Shares9,442 from 9,441

Change+1 (+0%)

Value$688.0K (+$40.7K)

Filed 2026-10-13

Davidson Trust Co

UNCHANGED

Shares9,000 from 9,000

Change0 (0%)

Value$655.8K (+$48.3K)

Filed 2026-10-09

Cypress Capital Group

UNCHANGED

Shares8,620 from 8,620

Change0 (0%)

Value$628.1K (+$46.3K)

Filed 2026-11-03

Spirit of America Management Corp

UNCHANGED

Shares8,500 from 8,500

Change0 (0%)

Value$619.4K (+$45.6K)

Filed 2026-10-14

Midwest Trust Co

DECREASED

Shares8,470 from 8,482

Change-12 (0%)

Value$617.2K (+$44.7K)

Filed 2026-10-22

Cohen Capital Management, Inc.

UNCHANGED

Shares8,210 from 8,210

Change0 (0%)

Value$598.3K (+$44.1K)

Filed 2026-10-14

Uhlmann Price Securities, LLC

DECREASED

Shares7,513 from 7,810

Change-297 (-4%)

Value$547.5K (+$20.3K)

Filed 2026-11-03

United Advisor Group, LLC

DECREASED

Shares7,453 from 7,723

Change-270 (-3%)

Value$543.1K (+$21.8K)

Filed 2026-11-03

Avidian Wealth Enterprises, LLC

DECREASED

Shares7,251 from 7,490

Change-239 (-3%)

Value$528.4K (+$22.8K)

Filed 2026-10-08

Oppenheimer Asset Management Inc.

DECREASED

Shares7,238 from 9,099

Change-1,861 (-20%)

Value$527.4K (-$86.8K)

Filed 2026-10-27

Bank of New York Mellon Corp

DECREASED

Shares7,211 from 7,887

Change-676 (-9%)

Value$525.5K (-$6.9K)

Filed 2026-11-05

Steel Grove Capital Advisors, LLC

UNCHANGED

Shares7,038 from 7,038

Change0 (0%)

Value$512.9K (+$37.8K)

Filed 2026-10-13

Ulland Investment Advisors, LLC

INCREASED

Shares7,000 from 6,450

Change+550 (+9%)

Value$510 (+$75)

Filed 2026-10-13

Baker Avenue Asset Management, LP

DECREASED

Shares6,799 from 7,448

Change-649 (-9%)

Value$495.5K (-$7.3K)

Filed 2026-11-06

Cullen T Bankers, Inc.

DECREASED

Shares6,606 from 7,170

Change-564 (-8%)

Value$481.4K (-$2.6K)

Filed 2026-10-28

Avid Wealth Partners LLC

UNCHANGED

Shares6,398 from 6,398

Change0 (0%)

Value$466.2K (+$34.4K)

Filed 2026-11-03

Concurrent Investment Advisors, LLC

DECREASED

Shares6,284 from 6,473

Change-189 (-3%)

Value$457.9K (+$21.0K)

Filed 2026-10-16

Zinnia Wealth Advisory, LLC

INCREASED

Shares6,015 from 5,771

Change+244 (+4%)

Value$438.3K (+$48.8K)

Filed 2026-11-06

Abel Hall, LLC

UNCHANGED

Shares6,000 from 6,000

Change0 (0%)

Value$437.2K (+$32.2K)

Filed 2026-10-19

Vaquero Private Wealth, LTD

UNCHANGED

Shares6,000 from 6,000

Change0 (0%)

Value$437.2K (+$32.2K)

Filed 2026-10-27

Wedbush Securities Inc

DECREASED

Shares5,951 from 6,110

Change-159 (-3%)

Value$434 (-$411.6K)

Filed 2026-10-22

WealthPLAN Partners, LLC

DECREASED

Shares5,850 from 6,883

Change-1,033 (-15%)

Value$426.3K (-$38.3K)

Filed 2026-10-15

Diversified Trust Co

UNCHANGED

Shares5,827 from 5,827

Change0 (0%)

Value$424.6K (+$31.3K)

Filed 2026-11-06

Corps Capital Advisors, LLC

UNCHANGED

Shares5,725 from 5,725

Change0 (0%)

Value$417.2K (+$30.7K)

Filed 2026-11-05

IFG Advisory, LLC

DECREASED

Shares5,686 from 13,846

Change-8,160 (-59%)

Value$414.4K (-$520.3K)

Filed 2026-11-09

Wealthcare Advisory Partners LLC

DECREASED

Shares5,618 from 6,007

Change-389 (-6%)

Value$409.4K (+$3.9K)

Filed 2026-10-21

Carnegie Investment Counsel

UNCHANGED

Shares5,263 from 5,263

Change0 (0%)

Value$383.5K (+$28.3K)

Filed 2026-10-20

Patriot Financial Group Insurance Agency, LLC

DECREASED

Shares5,136 from 5,771

Change-635 (-11%)

Value$374.3K (-$15.3K)

Filed 2026-10-14

Allworth Financial LP

INCREASED

Shares5,071 from 4,871

Change+200 (+4%)

Value$342.3K (+$13.5K)

Filed 2026-11-06

Garrett Wealth Advisory Group, LLC

UNCHANGED

Shares4,933 from 4,933

Change0 (0%)

Value$359.4K (+$26.5K)

Filed 2026-10-22

Willis Investment Counsel

UNCHANGED

Shares4,883 from 4,883

Change0 (0%)

Value$355.8K (+$26.2K)

Filed 2026-10-20

Great Valley Advisor Group, Inc.

INCREASED

Shares4,829 from 3,661

Change+1,168 (+32%)

Value$351.4K (+$104.8K)

Filed 2026-11-09

Cornerstone Planning Group LLC

UNCHANGED

Shares4,816 from 4,816

Change0 (0%)

Value$364.1K (-$1.7K)

Filed 2026-10-16

Crumly & Associates Inc.

UNCHANGED

Shares4,711 from 4,711

Change0 (0%)

Value$343.3K (+$25.3K)

Filed 2026-10-07

King Luther Capital Management Corp

UNCHANGED

Shares4,693 from 4,693

Change0 (0%)

Value$342.0K (+$25.2K)

Filed 2026-11-05

Riverchase Wealth Management, LLC

UNCHANGED

Shares4,679 from 4,679

Change0 (0%)

Value$341.0K (+$25.1K)

Filed 2026-10-28

Lee Financial Co

UNCHANGED

Shares4,530 from 4,530

Change0 (0%)

Value$330.1K (+$24.3K)

Filed 2026-10-16

CWA Asset Management Group, LLC

UNCHANGED

Shares4,528 from 4,528

Change0 (0%)

Value$330.0K (+$24.3K)

Filed 2026-10-19

Davenport & Co LLC

INCREASED

Shares4,440 from 3,540

Change+900 (+25%)

Value$323.5K (+$84.6K)

Filed 2026-10-14

Liberty Capital Management, Inc.

UNCHANGED

Shares4,384 from 4,384

Change0 (0%)

Value$319.5K (+$23.5K)

Filed 2026-11-02

Nfsg Corp

INCREASED

Shares4,314 from 4,308

Change+6 (+0%)

Value$314.4K (+$23.5K)

Filed 2026-10-15

Quadrant Private Wealth Management, LLC

INCREASED

Shares4,262 from 4,259

Change+3 (+0%)

Value$310.5K (+$23.1K)

Filed 2026-11-04

D.A. Davidson & Co.

UNCHANGED

Shares4,248 from 4,248

Change0 (0%)

Value$309.6K (+$22.8K)

Filed 2026-10-28

Whitener Capital Management, Inc.

DECREASED

Shares4,171 from 4,172

Change-1 (0%)

Value$303.9K (+$22.3K)

Filed 2026-10-15

Soltis Investment Advisors LLC

NEW

Shares3,933

Change+3,933

Value$286.6K

Filed 2026-10-28

HighPoint Advisor Group LLC

UNCHANGED

Shares3,905 from 3,905

Change0 (0%)

Value$284.6K (+$21.0K)

Filed 2026-11-09

Moneco Advisors, LLC

INCREASED

Shares3,837 from 3,805

Change+32 (+1%)

Value$279.6K (+$22.8K)

Filed 2026-11-05

Kanawha Capital Management LLC

UNCHANGED

Shares3,800 from 3,800

Change0 (0%)

Value$276.9K (+$20.4K)

Filed 2026-10-19

Clearstead Advisors, LLC

UNCHANGED

Shares3,736 from 3,736

Change0 (0%)

Value$272.2K (+$20.1K)

Filed 2026-11-06

Perryman Financial Advisory Inc

UNCHANGED

Shares3,732 from 3,732

Change0 (0%)

Value$272.0K (+$20.0K)

Filed 2026-10-16

Kestra Private Wealth Services, LLC

INCREASED

Shares3,678 from 3,670

Change+8 (+0%)

Value$268.0K (+$20.3K)

Filed 2026-11-06

Genesee Capital Advisors, LLC

DECREASED

Shares3,673 from 4,958

Change-1,285 (-26%)

Value$267.7K (-$67.0K)

Filed 2026-10-20

Arrow Investment Advisors, LLC

INCREASED

Shares3,660 from 3,159

Change+501 (+16%)

Value$266.7K (+$53.5K)

Filed 2026-11-02

Independent Financial Group, LLC

DECREASED

Shares3,658 from 4,558

Change-900 (-20%)

Value$266.6K (-$41.1K)

Filed 2026-10-13

Wealth Alliance Advisory Group, LLC

UNCHANGED

Shares3,654 from 3,654

Change0 (0%)

Value$266.3K (+$19.6K)

Filed 2026-10-14

First Trust Capital Management L.P.

DECREASED

Shares3,576 from 3,652

Change-76 (-2%)

Value$260.6K (+$14.1K)

Filed 2026-11-06

Lido Advisors, LLC

DECREASED

Shares3,523 from 3,733

Change-210 (-6%)

Value$256.7K (+$4.7K)

Filed 2026-11-04

Barr E S & Co

UNCHANGED

Shares3,500 from 3,500

Change0 (0%)

Value$255.0K (+$18.8K)

Filed 2026-11-06

Atria Investments, Inc

DECREASED

Shares3,477 from 3,873

Change-396 (-10%)

Value$253.4K (-$8.0K)

Filed 2026-10-15

XML Financial, LLC

UNCHANGED

Shares3,300 from 3,300

Change0 (0%)

Value$240.5K (+$17.7K)

Filed 2026-10-29

Vise Technologies, Inc.

NEW

Shares3,262

Change+3,262

Value$237.7K

Filed 2026-10-29

Cyndeo Wealth Partners, LLC

UNCHANGED

Shares3,171 from 3,171

Change0 (0%)

Value$231.1K (+$17.0K)

Filed 2026-10-16

Foster Victor Wealth Advisors, LLC

INCREASED

Shares3,127 from 3,087

Change+40 (+1%)

Value$226.0K (+$2.7K)

Filed 2026-10-21

Hourglass Capital, LLC

UNCHANGED

Shares3,003 from 3,003

Change0 (0%)

Value$218.8K (+$16.1K)

Filed 2026-10-26

Fruth Investment Management

UNCHANGED

Shares3,000 from 3,000

Change0 (0%)

Value$218 (+$16)

Filed 2026-10-13

Quantum Private Wealth, LLC

UNCHANGED

Shares2,982 from 2,982

Change0 (0%)

Value$217.3K (+$16.0K)

Filed 2026-10-20

American National Bank & Trust

UNCHANGED

Shares2,964 from 2,964

Change0 (0%)

Value$216.0K (+$15.9K)

Filed 2026-10-07

Americana Partners, LLC

NEW

Shares2,838

Change+2,838

Value$206.8K

Filed 2026-10-28

Bryn Mawr Trust Advisors, LLC

NEW

Shares2,785

Change+2,785

Value$203.0K

Filed 2026-11-04

Harbour Investments, Inc.

DECREASED

Shares2,732 from 2,779

Change-47 (-2%)

Value$199.1K (+$11.5K)

Filed 2026-11-09

Hilton Head Capital Partners, LLC

UNCHANGED

Shares2,388 from 2,388

Change0 (0%)

Value$174.0K (+$12.8K)

Filed 2026-10-23

Oakworth Capital, Inc.

NEW

Shares2,340

Change+2,340

Value$170.5K

Filed 2026-10-26

Farmers & Merchants Trust Co of Chambersburg PA

UNCHANGED

Shares2,000 from 2,000

Change0 (0%)

Value$146 (-$134.9K)

Filed 2026-10-14

State of Wyoming

DECREASED

Shares1,859 from 3,120

Change-1,261 (-40%)

Value$135.5K (-$75.1K)

Filed 2026-10-28

Chung Wu Investment Group, LLC

UNCHANGED

Shares1,800 from 1,800

Change0 (0%)

Value$131.2K (+$9.7K)

Filed 2026-11-03

IFP Advisors, Inc

INCREASED

Shares1,760 from 1,101

Change+659 (+60%)

Value$128.3K (+$53.9K)

Filed 2026-10-16

Virtus Advisers, LLC

NEW

Shares1,629

Change+1,629

Value$118.7K

Filed 2026-11-09

Farther Finance Advisors, LLC

INCREASED

Shares1,419 from 1,415

Change+4 (+0%)

Value$103.4K (+$7.9K)

Filed 2026-10-08

Parkside Financial Bank & Trust

UNCHANGED

Shares1,311 from 1,311

Change0 (0%)

Value$95.5K (+$7.0K)

Filed 2026-10-27

KFG LLC

NEW

Shares1,293

Change+1,293

Value$94.2K

Filed 2026-11-02

Cassaday & Co Wealth Management LLC

UNCHANGED

Shares1,196 from 1,196

Change0 (0%)

Value$87.2K (+$6.4K)

Filed 2026-10-27

Key FInancial Inc

INCREASED

Shares1,050 from 1,036

Change+14 (+1%)

Value$76.5K (+$6.6K)

Filed 2026-11-02

EverSource Wealth Advisors, LLC

UNCHANGED

Shares1,027 from 1,027

Change0 (0%)

Value$74.8K (+$5.5K)

Filed 2026-11-04

TD Waterhouse Canada Inc.

INCREASED

Shares978 from 328

Change+650 (+198%)

Value$73.1K (+$50.8K)

Filed 2026-10-16

Fifth Third Bancorp

NEW

Shares868

Change+868

Value$63.3K

Filed 2026-11-05

Russell Investments Group, Ltd.

INCREASED

Shares839 from 838

Change+1 (+0%)

Value$61.2K (+$4.6K)

Filed 2026-11-06

Compass Wealth Management LLC

NEW

Shares800

Change+800

Value$58.3K

Filed 2026-10-22

Harbor Asset Planning, Inc.

UNCHANGED

Shares762 from 762

Change0 (0%)

Value$55.5K (+$4.1K)

Filed 2026-10-23

Parallel Advisors, LLC

INCREASED

Shares719 from 710

Change+9 (+1%)

Value$52.4K (+$4.4K)

Filed 2026-11-03

Quent Capital, LLC

DECREASED

Shares682 from 1,075

Change-393 (-37%)

Value$42.1K (-$30.5K)

Filed 2026-11-09

Private Trust Co NA

UNCHANGED

Shares650 from 650

Change0 (0%)

Value$47.4K (+$3.5K)

Filed 2026-10-20

Root Financial Partners, LLC

NEW

Shares625

Change+625

Value$45.5K

Filed 2026-10-21

Compass Financial Management LLC

DECREASED

Shares607 from 807

Change-200 (-25%)

Value$44.3K (-$15.7K)

Filed 2026-10-30

Marshall & Sterling Wealth Advisors Inc.

UNCHANGED

Shares602 from 602

Change0 (0%)

Value$43.9K (+$3.2K)

Filed 2026-10-28

Rothwell Investment Advisors, LLC

NEW

Shares576

Change+576

Value$42.0K

Filed 2026-11-06

CoreCap Advisors, LLC

UNCHANGED

Shares575 from 575

Change0 (0%)

Value$41.9K (+$3.1K)

Filed 2026-10-08

Central Trust Co

UNCHANGED

Shares560 from 560

Change0 (0%)

Value$40.8K (+$3.0K)

Filed 2026-11-05

CNB Bank

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$36.4K (+$2.7K)

Filed 2026-11-09

Dhjj Financial Advisors, Ltd.

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$36.4K (+$2.7K)

Filed 2026-10-23

Triumph Capital Management

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$36.4K (+$2.7K)

Filed 2026-10-14

N.E.W. Advisory Services LLC

INCREASED

Shares425 from 181

Change+244 (+135%)

Value$31.0K (+$18.8K)

Filed 2026-11-09

Bessemer Group Inc

UNCHANGED

Shares400 from 400

Change0 (0%)

Value$29 (-$27.0K)

Filed 2026-11-09

Caldwell Sutter Capital, Inc.

UNCHANGED

Shares281 from 281

Change0 (0%)

Value$20.5K (+$1.5K)

Filed 2026-11-09

Farmers & Merchants Investments Inc

UNCHANGED

Shares257 from 257

Change0 (0%)

Value$18.7K (+$1.4K)

Filed 2026-10-22

Geneos Wealth Management Inc.

DECREASED

Shares251 from 288

Change-37 (-13%)

Value$18.3K (-$1.1K)

Filed 2026-11-09

Armstrong Advisory Group, Inc

UNCHANGED

Shares218 from 218

Change0 (0%)

Value$15.9K (+$1.2K)

Filed 2026-10-09

Nova Financial LLC

NEW

Shares203

Change+203

Value$14.8K

Filed 2026-11-04

Rossby Financial, LCC

NEW

Shares200

Change+200

Value$14.6K

Filed 2026-11-05

Archer Investment Corp

NEW

Shares200

Change+200

Value$14.6K

Filed 2026-11-05

Assetmark, Inc

UNCHANGED

Shares190 from 190

Change0 (0%)

Value$13.8K (+$1.0K)

Filed 2026-10-21

Rosenberg Matthew Hamilton

UNCHANGED

Shares188 from 188

Change0 (0%)

Value$13.7K (+$1.0K)

Filed 2026-10-05

Lanark Financial, Inc.

DECREASED

Shares159 from 248

Change-89 (-36%)

Value$11.6K (-$5.2K)

Filed 2026-10-26

Boyd Watterson Asset Management LLC

UNCHANGED

Shares146 from 146

Change0 (0%)

Value$10.6K (+$784)

Filed 2026-11-06

Financial Network Wealth Advisors LLC

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$7.3K (+$537)

Filed 2026-10-28

Cedar Mountain Advisors, LLC

UNCHANGED

Shares93 from 93

Change0 (0%)

Value$6.8K (+$499)

Filed 2026-10-15

Wilmington Savings Fund Society, FSB

UNCHANGED

Shares80 from 80

Change0 (0%)

Value$5.8K (+$430)

Filed 2026-10-23

Loring Wolcott & Coolidge Fiduciary Advisors LLP

UNCHANGED

Shares76 from 76

Change0 (0%)

Value$5.5K (+$408)

Filed 2026-10-23

Silver Grove Financial Group, Inc.

UNCHANGED

Shares65 from 65

Change0 (0%)

Value$4.7K (+$349)

Filed 2026-11-05

Strategic Advocates LLC

UNCHANGED

Shares56 from 56

Change0 (0%)

Value$4.1K (+$301)

Filed 2026-11-03

First Horizon Corp

UNCHANGED

Shares50 from 50

Change0 (0%)

Value$3.6K (+$269)

Filed 2026-10-26

Markowski Investments

UNCHANGED

Shares11 from 11

Change0 (0%)

Value$775 (+$66)

Filed 2026-10-30

Thoroughbred Financial Services, LLC

CLOSED

Shares0 from 86,000

Change-86,000 (-100%)

Value$0 (-$5.8M)

Filed 2026-11-09

Inscription Capital, LLC

CLOSED

Shares0 from 3,740

Change-3,740 (-100%)

Value$0 (-$252.5K)

Filed 2026-11-02

Salem Investment Counselors Inc

CLOSED

Shares0 from 2,666

Change-2,666 (-100%)

Value$0 (-$180.0K)

Filed 2026-10-13

Coastline Trust Co

CLOSED

Shares0 from 180

Change-180 (-100%)

Value$0 (-$12.2K)

Filed 2026-10-01

Entrust Financial LLC

CLOSED

Shares0 from 166

Change-166 (-100%)

Value$0 (-$11.2K)

Filed 2026-11-04

Hilltop National Bank

CLOSED

Shares0 from 80

Change-80 (-100%)

Value$0 (-$5.4K)

Filed 2026-10-14

Gables Capital Management Inc.

CLOSED

Shares0 from 40

Change-40 (-100%)

Value$0 (-$2.7K)

Filed 2026-11-04

Mather Group, Llc.

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$67)

Filed 2026-10-14

Institute for Wealth Management, Llc.

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$68)

Filed 2026-11-06

Invesco Ltd.

N/A

Shares— from 8,848,627

Change-8,848,627 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 5,742,514

Change-5,742,514 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 3,011,045

Change-3,011,045 (-100%)

Value—

FMR LLC

N/A

Shares— from 2,587,682

Change-2,587,682 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 2,559,034

Change-2,559,034 (-100%)

Value—

Energy Income Partners, LLC

N/A

Shares— from 1,768,784

Change-1,768,784 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 1,634,270

Change-1,634,270 (-100%)

Value—

Recurrent Investment Advisors LLC

N/A

Shares— from 1,149,434

Change-1,149,434 (-100%)

Value—

UBS Group AG

N/A

Shares— from 1,059,451

Change-1,059,451 (-100%)

Value—

Infrastructure Capital Advisors, LLC

N/A

Shares— from 995,794

Change-995,794 (-100%)

Value—

Blackstone Inc.

N/A

Shares— from 854,595

Change-854,595 (-100%)

Value—

Tortoise Capital Advisors, L.L.C.

N/A

Shares— from 778,973

Change-778,973 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 579,385

Change-579,385 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 377,488

Change-377,488 (-100%)

Value—

Allianz Asset Management GmbH

N/A

Shares— from 369,073

Change-369,073 (-100%)

Value—

ING Groep NV

N/A

Shares— from 267,000

Change-267,000 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 237,704

Change-237,704 (-100%)

Value—

Cooperman Leon G

N/A

Shares— from 225,994

Change-225,994 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 205,519

Change-205,519 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 204,739

Change-204,739 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 182,411

Change-182,411 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 155,101

Change-155,101 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 154,870

Change-154,870 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 148,090

Change-148,090 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 136,702

Change-136,702 (-100%)

Value—

Texas Yale Capital Corp.

N/A

Shares— from 134,896

Change-134,896 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 133,448

Change-133,448 (-100%)

Value—

Susquehanna Portfolio Strategies, LLC

N/A

Shares— from 91,587

Change-91,587 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 82,908

Change-82,908 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 76,531

Change-76,531 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 62,593

Change-62,593 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 62,112

Change-62,112 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 58,376

Change-58,376 (-100%)

Value—

Kayne Anderson Capital Advisors LP

N/A

Shares— from 57,396

Change-57,396 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 52,636

Change-52,636 (-100%)

Value—

Toronto Dominion Bank

N/A

Shares— from 49,798

Change-49,798 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 47,416

Change-47,416 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 45,344

Change-45,344 (-100%)

Value—

Barnett & Company, Inc.

N/A

Shares— from 37,883

Change-37,883 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 37,191

Change-37,191 (-100%)

Value—

Park Circle Co

N/A

Shares— from 36,350

Change-36,350 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 31,305

Change-31,305 (-100%)

Value—

MidFirst Bank

N/A

Shares— from 30,500

Change-30,500 (-100%)

Value—

Westwood Holdings Group Inc

N/A

Shares— from 30,496

Change-30,496 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 29,669

Change-29,669 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 28,856

Change-28,856 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 28,680

Change-28,680 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 27,888

Change-27,888 (-100%)

Value—

Zurich Insurance Group Ltd

N/A

Shares— from 27,200

Change-27,200 (-100%)

Value—

Empirical Asset Management, LLC

N/A

Shares— from 27,084

Change-27,084 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 26,912

Change-26,912 (-100%)

Value—

Van Eck Associates Corp

N/A

Shares— from 25,709

Change-25,709 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 25,204

Change-25,204 (-100%)

Value—

Dividend Assets Capital, LLC

N/A

Shares— from 23,098

Change-23,098 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 22,114

Change-22,114 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 22,024

Change-22,024 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 21,633

Change-21,633 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 20,271

Change-20,271 (-100%)

Value—

American Financial Group Inc

N/A

Shares— from 20,000

Change-20,000 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 18,971

Change-18,971 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 17,144

Change-17,144 (-100%)

Value—

Cary Street Partners Financial LLC

N/A

Shares— from 16,569

Change-16,569 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 16,129

Change-16,129 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 15,900

Change-15,900 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 15,043

Change-15,043 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 14,968

Change-14,968 (-100%)

Value—

Castleark Management LLC

N/A

Shares— from 14,450

Change-14,450 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 14,002

Change-14,002 (-100%)

Value—

Caprock Group, LLC

N/A

Shares— from 13,001

Change-13,001 (-100%)

Value—

Pallas Capital Advisors LLC

N/A

Shares— from 12,116

Change-12,116 (-100%)

Value—

M&T Bank Corp

N/A

Shares— from 12,014

Change-12,014 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 11,540

Change-11,540 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 11,406

Change-11,406 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 10,722

Change-10,722 (-100%)

Value—

Oxbow Advisors, LLC

N/A

Shares— from 10,595

Change-10,595 (-100%)

Value—

Tradition Wealth Management, LLC

N/A

Shares— from 10,071

Change-10,071 (-100%)

Value—

GWN Securities Inc.

N/A

Shares— from 9,821

Change-9,821 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 9,686

Change-9,686 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 9,470

Change-9,470 (-100%)

Value—

Brown Advisory Inc

N/A

Shares— from 9,199

Change-9,199 (-100%)

Value—

PSI Advisors, LLC

N/A

Shares— from 8,535

Change-8,535 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 8,447

Change-8,447 (-100%)

Value—

Sfmg, LLC

N/A

Shares— from 8,300

Change-8,300 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 8,004

Change-8,004 (-100%)

Value—

&partners

N/A

Shares— from 7,616

Change-7,616 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 7,589

Change-7,589 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 7,584

Change-7,584 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 7,230

Change-7,230 (-100%)

Value—

Curi Capital, LLC

N/A

Shares— from 6,986

Change-6,986 (-100%)

Value—

Cary Street Partners Investment Advisory LLC

N/A

Shares— from 6,796

Change-6,796 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 6,015

Change-6,015 (-100%)

Value—

Sittner & Nelson, LLC

N/A

Shares— from 6,000

Change-6,000 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 5,951

Change-5,951 (-100%)

Value—

DRW Securities, LLC

N/A

Shares— from 5,876

Change-5,876 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 5,782

Change-5,782 (-100%)

Value—

CSS LLC

N/A

Shares— from 5,654

Change-5,654 (-100%)

Value—

Independent Advisor Alliance

N/A

Shares— from 5,640

Change-5,640 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 5,340

Change-5,340 (-100%)

Value—

Jaffetilchin Investment Partners, LLC

N/A

Shares— from 5,162

Change-5,162 (-100%)

Value—

Bridges Investment Management Inc

N/A

Shares— from 4,927

Change-4,927 (-100%)

Value—

Regal Investment Advisors LLC

N/A

Shares— from 4,611

Change-4,611 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 4,420

Change-4,420 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 4,378

Change-4,378 (-100%)

Value—

Ethos Financial Group, LLC

N/A

Shares— from 4,142

Change-4,142 (-100%)

Value—

Wealth Alliance, LLC

N/A

Shares— from 4,008

Change-4,008 (-100%)

Value—

Capital Advisors Inc

N/A

Shares— from 3,932

Change-3,932 (-100%)

Value—

Blair William & Co

N/A

Shares— from 3,775

Change-3,775 (-100%)

Value—

Stonebridge Financial Group, LLC

N/A

Shares— from 3,721

Change-3,721 (-100%)

Value—

Summit Wealth Partners, LLC

N/A

Shares— from 3,716

Change-3,716 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 3,706

Change-3,706 (-100%)

Value—

Tyche Wealth Partners LLC

N/A

Shares— from 3,705

Change-3,705 (-100%)

Value—

Clark Capital Management Group, Inc.

N/A

Shares— from 3,619

Change-3,619 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 3,606

Change-3,606 (-100%)

Value—

Peapack Gladstone Financial Corp

N/A

Shares— from 3,540

Change-3,540 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 3,514

Change-3,514 (-100%)

Value—

Roundview Capital LLC

N/A

Shares— from 3,513

Change-3,513 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 3,327

Change-3,327 (-100%)

Value—

Legacy Wealth Advisors, LLC

N/A

Shares— from 3,284

Change-3,284 (-100%)

Value—

Novare Capital Management LLC

N/A

Shares— from 3,140

Change-3,140 (-100%)

Value—

Stephens Inc

N/A

Shares— from 3,022

Change-3,022 (-100%)

Value—

Anchor Investment Management, LLC

N/A

Shares— from 3,000

Change-3,000 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 2,929

Change-2,929 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 2,484

Change-2,484 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 2,198

Change-2,198 (-100%)

Value—

Caitlin John, LLC

N/A

Shares— from 1,943

Change-1,943 (-100%)

Value—

Aventura Private Wealth, LLC

N/A

Shares— from 1,909

Change-1,909 (-100%)

Value—

Front Row Advisors LLC

N/A

Shares— from 1,350

Change-1,350 (-100%)

Value—

HHM Wealth Advisors, LLC

N/A

Shares— from 1,200

Change-1,200 (-100%)

Value—

Johnson Financial Group, Inc.

N/A

Shares— from 1,200

Change-1,200 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 730

Change-730 (-100%)

Value—

Steigerwald, Gordon & Koch Inc.

N/A

Shares— from 626

Change-626 (-100%)

Value—

Avalon Trust Co

N/A

Shares— from 500

Change-500 (-100%)

Value—

Private Wealth Asset Management, LLC

N/A

Shares— from 406

Change-406 (-100%)

Value—

Bartlett & Co. Wealth Management LLC

N/A

Shares— from 330

Change-330 (-100%)

Value—

Kerr Financial Planning Corp

N/A

Shares— from 235

Change-235 (-100%)

Value—

Glen Eagle Advisors, LLC

N/A

Shares— from 143

Change-143 (-100%)

Value—

Abound Financial, LLC

N/A

Shares— from 120

Change-120 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 114

Change-114 (-100%)

Value—

Basepoint Wealth LLC

N/A

Shares— from 110

Change-110 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 107

Change-107 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 79

Change-79 (-100%)

Value—

Swan Capital LLC

N/A

Shares— from 37

Change-37 (-100%)

Value—

Longfellow Investment Management Co LLC

N/A

Shares— from 22

Change-22 (-100%)

Value—

	Status
Alps Advisors Inc	DECREASED	23,323,043	24,435,476	-1,112,433	-5%	$1.6B	$1.7B	+$50.2M	2026-11-03
Miller Howard Investments Inc	INCREASED	977,324	974,109	+3,215	+0%	$65.8M	$71.2M	+$5.5M	2026-10-26
Fractal Investments LLC	INCREASED	929,327	682,002	+247,325	+36%	$46.0M	$67.7M	+$21.7M	2026-10-28
Barclays PLC	INCREASED	758,875	692,085	+66,790	+10%	$46.7M	$55.3M	+$8.6M	2026-11-06
Bowen Hanes & Co Inc	UNCHANGED	600,000	600,000	0	0%	$39.0M	$43.7M	+$4.7M	2026-11-09
Adams Asset Advisors, LLC	UNCHANGED	565,822	565,822	0	0%	$38.2M	$41.2M	+$3.0M	2026-10-08
Natixis	NEW	264,700	—	+264,700	—	—	$19.3M	—	2026-11-06
Citigroup Inc	INCREASED	237,261	187,155	+50,106	+27%	$12.6M	$17.3M	+$4.7M	2026-11-04
Chickasaw Capital Management LLC	DECREASED	182,535	192,465	-9,930	-5%	$13.0K	$13.3M	+$13.3M	2026-10-08
LPL Financial LLC	DECREASED	174,064	175,491	-1,427	-1%	$11.8M	$12.7M	+$838.4K	2026-11-06
Kercheville Advisors, LLC	INCREASED	160,087	159,086	+1,001	+1%	$10.7M	$11.7M	+$927.3K	2026-10-19
Counterpoint Mutual Funds LLC	NEW	123,413	—	+123,413	—	—	$9.0M	—	2026-10-16
Exchange Traded Concepts, LLC	DECREASED	100,880	106,281	-5,401	-5%	$7.2M	$7.4M	+$177.2K	2026-10-28
Waldron Private Wealth LLC	DECREASED	61,000	71,000	-10,000	-14%	$4.8M	$4.4M	-$347.4K	2026-11-02
Annis Gardner Whiting Capital Advisors, LLC	DECREASED	56,000	56,800	-800	-1%	$3.8M	$4.1M	+$246.7K	2026-11-09
J.W. Cole Advisors, Inc.	DECREASED	54,843	59,126	-4,283	-7%	$4.0M	$4.0M	+$5.4K	2026-11-05
Kestra Advisory Services, LLC	INCREASED	53,305	49,066	+4,239	+9%	$3.3M	$3.9M	+$572.4K	2026-11-02
Gilman Hill Asset Management, LLC	UNCHANGED	50,349	50,349	0	0%	$3.4M	$3.7M	+$270.4K	2026-10-13
Sovereign Investment Advisors, LLC	UNCHANGED	43,522	43,522	0	0%	$2.9M	$3.2M	+$233.7K	2026-11-09
AlTi Global, Inc.	DECREASED	41,700	51,254	-9,554	-19%	$3.5M	$3.0M	-$421.0K	2026-11-09
Crescent Grove Advisors, LLC	DECREASED	36,864	41,884	-5,020	-12%	$2.8M	$2.7M	-$140.9K	2026-10-21
Linscomb Wealth, Inc.	UNCHANGED	35,058	35,058	0	0%	$2.4M	$2.6M	+$188.3K	2026-11-05
Commonwealth Equity Services, LLC	DECREASED	31,244	32,097	-853	-3%	$2.2M	$2.3M	+$110.2K	2026-11-02
Truist Financial Corp	INCREASED	31,200	28,628	+2,572	+9%	$1.9M	$2.3M	+$341.2K	2026-10-30
Cambridge Investment Research Advisors, Inc.	INCREASED	28,065	25,877	+2,188	+8%	$1.7M	$2.0K	-$1.7M	2026-11-02
Elco Management Co., LLC	DECREASED	25,284	26,587	-1,303	-5%	$1.8M	$1.8M	+$47.8K	2026-10-14
Bison Wealth, LLC	UNCHANGED	23,859	23,859	0	0%	$1.6M	$1.8M	+$190.2K	2026-10-13
Imc-Chicago, LLC	INCREASED	22,593	3,913	+18,680	+477%	$264.1K	$1.6M	+$1.4M	2026-11-05
HUB Investment Partners, LLC	DECREASED	21,943	145,379	-123,436	-85%	$9.8M	$1.6M	-$8.2M	2026-11-03
Apollon Wealth Management, LLC	DECREASED	21,638	22,138	-500	-2%	$1.5M	$1.6M	+$82.4K	2026-10-23
Cascade Investment Group, Inc.	DECREASED	21,430	21,580	-150	-1%	$1.5M	$1.6M	+$105.0K	2026-10-13
Wealth Enhancement Advisory Services, LLC	INCREASED	20,791	19,030	+1,761	+9%	$1.3M	$1.5M	+$224.1K	2026-10-13
US Bancorp \de\	UNCHANGED	18,884	18,884	0	0%	$1.3M	$1.4M	+$101.4K	2026-11-05
Focus Financial Network, Inc.	INCREASED	16,633	16,594	+39	+0%	$1.1M	$1.2M	+$92.0K	2026-10-14
Creative Planning	INCREASED	16,243	15,270	+973	+6%	$1.0M	$1.2M	+$152.9K	2026-11-02
Quad-Cities Investment Group, LLC	INCREASED	15,312	15,230	+82	+1%	$1.0M	$1.1M	+$87.8K	2026-10-16
Mcdonald Partners LLC	UNCHANGED	15,100	15,100	0	0%	$1.0M	$1.1M	+$81.1K	2026-11-03
MGO One Seven LLC	DECREASED	14,941	15,068	-127	-1%	$1.0M	$1.1M	+$71.7K	2026-10-28
Austin Wealth Management, LLC	UNCHANGED	13,934	13,934	0	0%	$1.0M	$1.0M	-$4.7K	2026-11-06
Oppenheimer & Co Inc	INCREASED	13,910	7,571	+6,339	+84%	$511.0K	$1.0M	+$502.6K	2026-10-26
Bokf, NA	UNCHANGED	12,183	12,183	0	0%	$822.4K	$887.8K	+$65.4K	2026-10-27
Larson Financial Group LLC	INCREASED	12,172	11,178	+994	+9%	$754.5K	$886.9K	+$132.4K	2026-11-05
M.E. Allison & Co., Inc.	UNCHANGED	11,745	11,745	0	0%	$792.8K	$855.9K	+$63.1K	2026-10-09
Moors & Cabot, Inc.	INCREASED	11,369	10,301	+1,068	+10%	$695.3K	$828.5K	+$133.1K	2026-11-06
International Assets Investment Management, LLC	DECREASED	10,743	10,976	-233	-2%	$744.1K	$800.8K	+$56.7K	2026-11-02
PNC Financial Services Group, Inc.	INCREASED	10,649	10,599	+50	+0%	$715.4K	$776.0K	+$60.6K	2026-11-06
Sigma Planning Corp	DECREASED	10,336	12,233	-1,897	-16%	$825.7K	$753.2K	-$72.5K	2026-10-23
Baldwin Wealth Partners LLC	UNCHANGED	9,860	9,860	0	0%	$665.6K	$718.5K	+$52.9K	2026-10-13
B. Riley Wealth Advisors, Inc.	INCREASED	9,442	9,441	+1	+0%	$647.3K	$688.0K	+$40.7K	2026-10-13
Davidson Trust Co	UNCHANGED	9,000	9,000	0	0%	$607.5K	$655.8K	+$48.3K	2026-10-09
Cypress Capital Group	UNCHANGED	8,620	8,620	0	0%	$581.9K	$628.1K	+$46.3K	2026-11-03
Spirit of America Management Corp	UNCHANGED	8,500	8,500	0	0%	$573.8K	$619.4K	+$45.6K	2026-10-14
Midwest Trust Co	DECREASED	8,470	8,482	-12	0%	$572.5K	$617.2K	+$44.7K	2026-10-22
Cohen Capital Management, Inc.	UNCHANGED	8,210	8,210	0	0%	$554.2K	$598.3K	+$44.1K	2026-10-14
Uhlmann Price Securities, LLC	DECREASED	7,513	7,810	-297	-4%	$527.2K	$547.5K	+$20.3K	2026-11-03
United Advisor Group, LLC	DECREASED	7,453	7,723	-270	-3%	$521.3K	$543.1K	+$21.8K	2026-11-03
Avidian Wealth Enterprises, LLC	DECREASED	7,251	7,490	-239	-3%	$505.6K	$528.4K	+$22.8K	2026-10-08
Oppenheimer Asset Management Inc.	DECREASED	7,238	9,099	-1,861	-20%	$614.2K	$527.4K	-$86.8K	2026-10-27
Bank of New York Mellon Corp	DECREASED	7,211	7,887	-676	-9%	$532.3K	$525.5K	-$6.9K	2026-11-05
Steel Grove Capital Advisors, LLC	UNCHANGED	7,038	7,038	0	0%	$475.1K	$512.9K	+$37.8K	2026-10-13
Ulland Investment Advisors, LLC	INCREASED	7,000	6,450	+550	+9%	$435	$510	+$75	2026-10-13
Baker Avenue Asset Management, LP	DECREASED	6,799	7,448	-649	-9%	$502.7K	$495.5K	-$7.3K	2026-11-06
Cullen T Bankers, Inc.	DECREASED	6,606	7,170	-564	-8%	$484.0K	$481.4K	-$2.6K	2026-10-28
Avid Wealth Partners LLC	UNCHANGED	6,398	6,398	0	0%	$431.8K	$466.2K	+$34.4K	2026-11-03
Concurrent Investment Advisors, LLC	DECREASED	6,284	6,473	-189	-3%	$436.9K	$457.9K	+$21.0K	2026-10-16
Zinnia Wealth Advisory, LLC	INCREASED	6,015	5,771	+244	+4%	$389.6K	$438.3K	+$48.8K	2026-11-06
Abel Hall, LLC	UNCHANGED	6,000	6,000	0	0%	$405.0K	$437.2K	+$32.2K	2026-10-19
Vaquero Private Wealth, LTD	UNCHANGED	6,000	6,000	0	0%	$405.0K	$437.2K	+$32.2K	2026-10-27
Wedbush Securities Inc	DECREASED	5,951	6,110	-159	-3%	$412.0K	$434	-$411.6K	2026-10-22
WealthPLAN Partners, LLC	DECREASED	5,850	6,883	-1,033	-15%	$464.6K	$426.3K	-$38.3K	2026-10-15
Diversified Trust Co	UNCHANGED	5,827	5,827	0	0%	$393.3K	$424.6K	+$31.3K	2026-11-06
Corps Capital Advisors, LLC	UNCHANGED	5,725	5,725	0	0%	$386.4K	$417.2K	+$30.7K	2026-11-05
IFG Advisory, LLC	DECREASED	5,686	13,846	-8,160	-59%	$934.6K	$414.4K	-$520.3K	2026-11-09
Wealthcare Advisory Partners LLC	DECREASED	5,618	6,007	-389	-6%	$405.5K	$409.4K	+$3.9K	2026-10-21
Carnegie Investment Counsel	UNCHANGED	5,263	5,263	0	0%	$355.3K	$383.5K	+$28.3K	2026-10-20
Patriot Financial Group Insurance Agency, LLC	DECREASED	5,136	5,771	-635	-11%	$389.5K	$374.3K	-$15.3K	2026-10-14
Allworth Financial LP	INCREASED	5,071	4,871	+200	+4%	$328.8K	$342.3K	+$13.5K	2026-11-06
Garrett Wealth Advisory Group, LLC	UNCHANGED	4,933	4,933	0	0%	$333.0K	$359.4K	+$26.5K	2026-10-22
Willis Investment Counsel	UNCHANGED	4,883	4,883	0	0%	$329.6K	$355.8K	+$26.2K	2026-10-20
Great Valley Advisor Group, Inc.	INCREASED	4,829	3,661	+1,168	+32%	$246.6K	$351.4K	+$104.8K	2026-11-09
Cornerstone Planning Group LLC	UNCHANGED	4,816	4,816	0	0%	$365.8K	$364.1K	-$1.7K	2026-10-16
Crumly & Associates Inc.	UNCHANGED	4,711	4,711	0	0%	$318.0K	$343.3K	+$25.3K	2026-10-07
King Luther Capital Management Corp	UNCHANGED	4,693	4,693	0	0%	$316.8K	$342.0K	+$25.2K	2026-11-05
Riverchase Wealth Management, LLC	UNCHANGED	4,679	4,679	0	0%	$315.8K	$341.0K	+$25.1K	2026-10-28
Lee Financial Co	UNCHANGED	4,530	4,530	0	0%	$305.8K	$330.1K	+$24.3K	2026-10-16
CWA Asset Management Group, LLC	UNCHANGED	4,528	4,528	0	0%	$305.6K	$330.0K	+$24.3K	2026-10-19
Davenport & Co LLC	INCREASED	4,440	3,540	+900	+25%	$239.0K	$323.5K	+$84.6K	2026-10-14
Liberty Capital Management, Inc.	UNCHANGED	4,384	4,384	0	0%	$295.9K	$319.5K	+$23.5K	2026-11-02
Nfsg Corp	INCREASED	4,314	4,308	+6	+0%	$290.8K	$314.4K	+$23.5K	2026-10-15
Quadrant Private Wealth Management, LLC	INCREASED	4,262	4,259	+3	+0%	$287.5K	$310.5K	+$23.1K	2026-11-04
D.A. Davidson & Co.	UNCHANGED	4,248	4,248	0	0%	$286.7K	$309.6K	+$22.8K	2026-10-28
Whitener Capital Management, Inc.	DECREASED	4,171	4,172	-1	0%	$281.6K	$303.9K	+$22.3K	2026-10-15
Soltis Investment Advisors LLC	NEW	3,933	—	+3,933	—	—	$286.6K	—	2026-10-28
HighPoint Advisor Group LLC	UNCHANGED	3,905	3,905	0	0%	$263.6K	$284.6K	+$21.0K	2026-11-09
Moneco Advisors, LLC	INCREASED	3,837	3,805	+32	+1%	$256.8K	$279.6K	+$22.8K	2026-11-05
Kanawha Capital Management LLC	UNCHANGED	3,800	3,800	0	0%	$256.5K	$276.9K	+$20.4K	2026-10-19
Clearstead Advisors, LLC	UNCHANGED	3,736	3,736	0	0%	$252.2K	$272.2K	+$20.1K	2026-11-06
Perryman Financial Advisory Inc	UNCHANGED	3,732	3,732	0	0%	$251.9K	$272.0K	+$20.0K	2026-10-16
Kestra Private Wealth Services, LLC	INCREASED	3,678	3,670	+8	+0%	$247.8K	$268.0K	+$20.3K	2026-11-06
Genesee Capital Advisors, LLC	DECREASED	3,673	4,958	-1,285	-26%	$334.7K	$267.7K	-$67.0K	2026-10-20
Arrow Investment Advisors, LLC	INCREASED	3,660	3,159	+501	+16%	$213.2K	$266.7K	+$53.5K	2026-11-02
Independent Financial Group, LLC	DECREASED	3,658	4,558	-900	-20%	$307.7K	$266.6K	-$41.1K	2026-10-13
Wealth Alliance Advisory Group, LLC	UNCHANGED	3,654	3,654	0	0%	$246.6K	$266.3K	+$19.6K	2026-10-14
First Trust Capital Management L.P.	DECREASED	3,576	3,652	-76	-2%	$246.5K	$260.6K	+$14.1K	2026-11-06
Lido Advisors, LLC	DECREASED	3,523	3,733	-210	-6%	$252.0K	$256.7K	+$4.7K	2026-11-04
Barr E S & Co	UNCHANGED	3,500	3,500	0	0%	$236.3K	$255.0K	+$18.8K	2026-11-06
Atria Investments, Inc	DECREASED	3,477	3,873	-396	-10%	$261.4K	$253.4K	-$8.0K	2026-10-15
XML Financial, LLC	UNCHANGED	3,300	3,300	0	0%	$222.8K	$240.5K	+$17.7K	2026-10-29
Vise Technologies, Inc.	NEW	3,262	—	+3,262	—	—	$237.7K	—	2026-10-29
Cyndeo Wealth Partners, LLC	UNCHANGED	3,171	3,171	0	0%	$214.0K	$231.1K	+$17.0K	2026-10-16
Foster Victor Wealth Advisors, LLC	INCREASED	3,127	3,087	+40	+1%	$223.3K	$226.0K	+$2.7K	2026-10-21
Hourglass Capital, LLC	UNCHANGED	3,003	3,003	0	0%	$202.7K	$218.8K	+$16.1K	2026-10-26
Fruth Investment Management	UNCHANGED	3,000	3,000	0	0%	$202	$218	+$16	2026-10-13
Quantum Private Wealth, LLC	UNCHANGED	2,982	2,982	0	0%	$201.3K	$217.3K	+$16.0K	2026-10-20
American National Bank & Trust	UNCHANGED	2,964	2,964	0	0%	$200.1K	$216.0K	+$15.9K	2026-10-07
Americana Partners, LLC	NEW	2,838	—	+2,838	—	—	$206.8K	—	2026-10-28
Bryn Mawr Trust Advisors, LLC	NEW	2,785	—	+2,785	—	—	$203.0K	—	2026-11-04
Harbour Investments, Inc.	DECREASED	2,732	2,779	-47	-2%	$187.6K	$199.1K	+$11.5K	2026-11-09
Hilton Head Capital Partners, LLC	UNCHANGED	2,388	2,388	0	0%	$161.2K	$174.0K	+$12.8K	2026-10-23
Oakworth Capital, Inc.	NEW	2,340	—	+2,340	—	—	$170.5K	—	2026-10-26
Farmers & Merchants Trust Co of Chambersburg PA	UNCHANGED	2,000	2,000	0	0%	$135.0K	$146	-$134.9K	2026-10-14
State of Wyoming	DECREASED	1,859	3,120	-1,261	-40%	$210.6K	$135.5K	-$75.1K	2026-10-28
Chung Wu Investment Group, LLC	UNCHANGED	1,800	1,800	0	0%	$121.5K	$131.2K	+$9.7K	2026-11-03
IFP Advisors, Inc	INCREASED	1,760	1,101	+659	+60%	$74.3K	$128.3K	+$53.9K	2026-10-16
Virtus Advisers, LLC	NEW	1,629	—	+1,629	—	—	$118.7K	—	2026-11-09
Farther Finance Advisors, LLC	INCREASED	1,419	1,415	+4	+0%	$95.5K	$103.4K	+$7.9K	2026-10-08
Parkside Financial Bank & Trust	UNCHANGED	1,311	1,311	0	0%	$88.5K	$95.5K	+$7.0K	2026-10-27
KFG LLC	NEW	1,293	—	+1,293	—	—	$94.2K	—	2026-11-02
Cassaday & Co Wealth Management LLC	UNCHANGED	1,196	1,196	0	0%	$80.7K	$87.2K	+$6.4K	2026-10-27
Key FInancial Inc	INCREASED	1,050	1,036	+14	+1%	$69.9K	$76.5K	+$6.6K	2026-11-02
EverSource Wealth Advisors, LLC	UNCHANGED	1,027	1,027	0	0%	$69.3K	$74.8K	+$5.5K	2026-11-04
TD Waterhouse Canada Inc.	INCREASED	978	328	+650	+198%	$22.2K	$73.1K	+$50.8K	2026-10-16
Fifth Third Bancorp	NEW	868	—	+868	—	—	$63.3K	—	2026-11-05
Russell Investments Group, Ltd.	INCREASED	839	838	+1	+0%	$56.6K	$61.2K	+$4.6K	2026-11-06
Compass Wealth Management LLC	NEW	800	—	+800	—	—	$58.3K	—	2026-10-22
Harbor Asset Planning, Inc.	UNCHANGED	762	762	0	0%	$51.4K	$55.5K	+$4.1K	2026-10-23
Parallel Advisors, LLC	INCREASED	719	710	+9	+1%	$47.9K	$52.4K	+$4.4K	2026-11-03
Quent Capital, LLC	DECREASED	682	1,075	-393	-37%	$72.6K	$42.1K	-$30.5K	2026-11-09
Private Trust Co NA	UNCHANGED	650	650	0	0%	$43.9K	$47.4K	+$3.5K	2026-10-20
Root Financial Partners, LLC	NEW	625	—	+625	—	—	$45.5K	—	2026-10-21
Compass Financial Management LLC	DECREASED	607	807	-200	-25%	$60.0K	$44.3K	-$15.7K	2026-10-30
Marshall & Sterling Wealth Advisors Inc.	UNCHANGED	602	602	0	0%	$40.6K	$43.9K	+$3.2K	2026-10-28
Rothwell Investment Advisors, LLC	NEW	576	—	+576	—	—	$42.0K	—	2026-11-06
CoreCap Advisors, LLC	UNCHANGED	575	575	0	0%	$38.8K	$41.9K	+$3.1K	2026-10-08
Central Trust Co	UNCHANGED	560	560	0	0%	$37.8K	$40.8K	+$3.0K	2026-11-05
CNB Bank	UNCHANGED	500	500	0	0%	$33.8K	$36.4K	+$2.7K	2026-11-09
Dhjj Financial Advisors, Ltd.	UNCHANGED	500	500	0	0%	$33.8K	$36.4K	+$2.7K	2026-10-23
Triumph Capital Management	UNCHANGED	500	500	0	0%	$33.8K	$36.4K	+$2.7K	2026-10-14
N.E.W. Advisory Services LLC	INCREASED	425	181	+244	+135%	$12.2K	$31.0K	+$18.8K	2026-11-09
Bessemer Group Inc	UNCHANGED	400	400	0	0%	$27.0K	$29	-$27.0K	2026-11-09
Caldwell Sutter Capital, Inc.	UNCHANGED	281	281	0	0%	$19.0K	$20.5K	+$1.5K	2026-11-09
Farmers & Merchants Investments Inc	UNCHANGED	257	257	0	0%	$17.3K	$18.7K	+$1.4K	2026-10-22
Geneos Wealth Management Inc.	DECREASED	251	288	-37	-13%	$19.4K	$18.3K	-$1.1K	2026-11-09
Armstrong Advisory Group, Inc	UNCHANGED	218	218	0	0%	$14.7K	$15.9K	+$1.2K	2026-10-09
Nova Financial LLC	NEW	203	—	+203	—	—	$14.8K	—	2026-11-04
Rossby Financial, LCC	NEW	200	—	+200	—	—	$14.6K	—	2026-11-05
Archer Investment Corp	NEW	200	—	+200	—	—	$14.6K	—	2026-11-05
Assetmark, Inc	UNCHANGED	190	190	0	0%	$12.8K	$13.8K	+$1.0K	2026-10-21
Rosenberg Matthew Hamilton	UNCHANGED	188	188	0	0%	$12.7K	$13.7K	+$1.0K	2026-10-05
Lanark Financial, Inc.	DECREASED	159	248	-89	-36%	$16.7K	$11.6K	-$5.2K	2026-10-26
Boyd Watterson Asset Management LLC	UNCHANGED	146	146	0	0%	$9.9K	$10.6K	+$784	2026-11-06
Financial Network Wealth Advisors LLC	UNCHANGED	100	100	0	0%	$6.8K	$7.3K	+$537	2026-10-28
Cedar Mountain Advisors, LLC	UNCHANGED	93	93	0	0%	$6.3K	$6.8K	+$499	2026-10-15
Wilmington Savings Fund Society, FSB	UNCHANGED	80	80	0	0%	$5.4K	$5.8K	+$430	2026-10-23
Loring Wolcott & Coolidge Fiduciary Advisors LLP	UNCHANGED	76	76	0	0%	$5.1K	$5.5K	+$408	2026-10-23
Silver Grove Financial Group, Inc.	UNCHANGED	65	65	0	0%	$4.4K	$4.7K	+$349	2026-11-05
Strategic Advocates LLC	UNCHANGED	56	56	0	0%	$3.8K	$4.1K	+$301	2026-11-03
First Horizon Corp	UNCHANGED	50	50	0	0%	$3.4K	$3.6K	+$269	2026-10-26
Markowski Investments	UNCHANGED	11	11	0	0%	$709	$775	+$66	2026-10-30
Thoroughbred Financial Services, LLC	CLOSED	0	86,000	-86,000	-100%	$5.8M	$0	-$5.8M	2026-11-09
Inscription Capital, LLC	CLOSED	0	3,740	-3,740	-100%	$252.5K	$0	-$252.5K	2026-11-02
Salem Investment Counselors Inc	CLOSED	0	2,666	-2,666	-100%	$180.0K	$0	-$180.0K	2026-10-13
Coastline Trust Co	CLOSED	0	180	-180	-100%	$12.2K	$0	-$12.2K	2026-10-01
Entrust Financial LLC	CLOSED	0	166	-166	-100%	$11.2K	$0	-$11.2K	2026-11-04
Hilltop National Bank	CLOSED	0	80	-80	-100%	$5.4K	$0	-$5.4K	2026-10-14
Gables Capital Management Inc.	CLOSED	0	40	-40	-100%	$2.7K	$0	-$2.7K	2026-11-04
Mather Group, Llc.	CLOSED	0	1	-1	-100%	$67	$0	-$67	2026-10-14
Institute for Wealth Management, Llc.	CLOSED	0	1	-1	-100%	$68	$0	-$68	2026-11-06
Invesco Ltd.	N/A	—	8,848,627	-8,848,627	-100%	$597.3M	—	—	—
Goldman Sachs Group Inc	N/A	—	5,742,514	-5,742,514	-100%	$387.6M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	3,011,045	-3,011,045	-100%	$203.2M	—	—	—
FMR LLC	N/A	—	2,587,682	-2,587,682	-100%	$174.7M	—	—	—
Morgan Stanley	N/A	—	2,559,034	-2,559,034	-100%	$172.7M	—	—	—
Energy Income Partners, LLC	N/A	—	1,768,784	-1,768,784	-100%	$119.4M	—	—	—
JPMorgan Chase & Co	N/A	—	1,634,270	-1,634,270	-100%	$112.0M	—	—	—
Recurrent Investment Advisors LLC	N/A	—	1,149,434	-1,149,434	-100%	$77.6M	—	—	—
UBS Group AG	N/A	—	1,059,451	-1,059,451	-100%	$71.5M	—	—	—
Infrastructure Capital Advisors, LLC	N/A	—	995,794	-995,794	-100%	$67.2M	—	—	—
Blackstone Inc.	N/A	—	854,595	-854,595	-100%	$57.7M	—	—	—
Tortoise Capital Advisors, L.L.C.	N/A	—	778,973	-778,973	-100%	$52.6M	—	—	—
Neuberger Berman Group LLC	N/A	—	579,385	-579,385	-100%	$39.1M	—	—	—
Raymond James Financial Inc	N/A	—	377,488	-377,488	-100%	$25.5M	—	—	—
Allianz Asset Management GmbH	N/A	—	369,073	-369,073	-100%	$24.9M	—	—	—
ING Groep NV	N/A	—	267,000	-267,000	-100%	$18.0M	—	—	—
Bank of America Corp	N/A	—	237,704	-237,704	-100%	$16.0M	—	—	—
Cooperman Leon G	N/A	—	225,994	-225,994	-100%	$15.3M	—	—	—
Royal Bank of Canada	N/A	—	205,519	-205,519	-100%	$13.9M	—	—	—
Wells Fargo & Company	N/A	—	204,739	-204,739	-100%	$13.8M	—	—	—
HRT Financial LP	N/A	—	182,411	-182,411	-100%	$12.3M	—	—	—
Sanctuary Advisors, LLC	N/A	—	155,101	-155,101	-100%	$10.5M	—	—	—
BNP Paribas Financial Markets	N/A	—	154,870	-154,870	-100%	$10.5M	—	—	—
CIBC Bancorp USA Inc.	N/A	—	148,090	-148,090	-100%	$10.0M	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	136,702	-136,702	-100%	$9.2M	—	—	—
Texas Yale Capital Corp.	N/A	—	134,896	-134,896	-100%	$9.1M	—	—	—
Waverly Advisors, LLC	N/A	—	133,448	-133,448	-100%	$9.0M	—	—	—
Susquehanna Portfolio Strategies, LLC	N/A	—	91,587	-91,587	-100%	$6.2M	—	—	—
Envestnet Asset Management Inc	N/A	—	82,908	-82,908	-100%	$5.6M	—	—	—
Summit Financial, LLC	N/A	—	76,531	-76,531	-100%	$5.2M	—	—	—
Osaic Holdings, Inc.	N/A	—	62,593	-62,593	-100%	$4.2M	—	—	—
Cetera Investment Advisers	N/A	—	62,112	-62,112	-100%	$4.2M	—	—	—
Advisors Asset Management, Inc.	N/A	—	58,376	-58,376	-100%	$3.9M	—	—	—
Kayne Anderson Capital Advisors LP	N/A	—	57,396	-57,396	-100%	$3.9M	—	—	—
Mariner, LLC	N/A	—	52,636	-52,636	-100%	$3.6M	—	—	—
Toronto Dominion Bank	N/A	—	49,798	-49,798	-100%	$3.4M	—	—	—
Cresset Asset Management, LLC	N/A	—	47,416	-47,416	-100%	$3.2M	—	—	—
Captrust Financial Advisors	N/A	—	45,344	-45,344	-100%	$3.1M	—	—	—
Barnett & Company, Inc.	N/A	—	37,883	-37,883	-100%	$2.6M	—	—	—
First Trust Advisors LP	N/A	—	37,191	-37,191	-100%	$2.5M	—	—	—
Park Circle Co	N/A	—	36,350	-36,350	-100%	$2.5M	—	—	—
NewEdge Advisors, LLC	N/A	—	31,305	-31,305	-100%	$2.1M	—	—	—
MidFirst Bank	N/A	—	30,500	-30,500	-100%	$2.1M	—	—	—
Westwood Holdings Group Inc	N/A	—	30,496	-30,496	-100%	$2.1M	—	—	—
Stifel Financial Corp	N/A	—	29,669	-29,669	-100%	$2.0M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	28,856	-28,856	-100%	$1.9M	—	—	—
Glenmede Trust Co NA	N/A	—	28,680	-28,680	-100%	$1.9M	—	—	—
MML Investors Services, LLC	N/A	—	27,888	-27,888	-100%	$1.9M	—	—	—
Zurich Insurance Group Ltd	N/A	—	27,200	-27,200	-100%	$1.8M	—	—	—
Empirical Asset Management, LLC	N/A	—	27,084	-27,084	-100%	$1.8M	—	—	—
HighTower Advisors, LLC	N/A	—	26,912	-26,912	-100%	$1.8M	—	—	—
Van Eck Associates Corp	N/A	—	25,709	-25,709	-100%	$1.7M	—	—	—
Ameriprise Financial Inc	N/A	—	25,204	-25,204	-100%	$1.7M	—	—	—
Dividend Assets Capital, LLC	N/A	—	23,098	-23,098	-100%	$1.6M	—	—	—
Private Advisor Group, LLC	N/A	—	22,114	-22,114	-100%	$1.5M	—	—	—
Focus Partners Wealth	N/A	—	22,024	-22,024	-100%	$1.5M	—	—	—
Citadel Advisors LLC	N/A	—	21,633	-21,633	-100%	$1.5M	—	—	—
IHT Wealth Management, LLC	N/A	—	20,271	-20,271	-100%	$1.4M	—	—	—
American Financial Group Inc	N/A	—	20,000	-20,000	-100%	$1.4M	—	—	—
Virtu Financial LLC	N/A	—	18,971	-18,971	-100%	$1.3M	—	—	—
BlackRock, Inc.	N/A	—	17,144	-17,144	-100%	$1.2M	—	—	—
Cary Street Partners Financial LLC	N/A	—	16,569	-16,569	-100%	$1.1M	—	—	—
Arax Advisory Partners	N/A	—	16,129	-16,129	-100%	$1.1M	—	—	—
Jump Financial, LLC	N/A	—	15,900	-15,900	-100%	$1.1M	—	—	—
Baird Financial Group, Inc.	N/A	—	15,043	-15,043	-100%	$1.0M	—	—	—
Susquehanna International Group, LLP	N/A	—	14,968	-14,968	-100%	$1.0M	—	—	—
Castleark Management LLC	N/A	—	14,450	-14,450	-100%	$975.4K	—	—	—
Janney Montgomery Scott LLC	N/A	—	14,002	-14,002	-100%	$945.0K	—	—	—
Caprock Group, LLC	N/A	—	13,001	-13,001	-100%	$877.6K	—	—	—
Pallas Capital Advisors LLC	N/A	—	12,116	-12,116	-100%	$817.8K	—	—	—
M&T Bank Corp	N/A	—	12,014	-12,014	-100%	$810.9K	—	—	—
EP Wealth Advisors, LLC	N/A	—	11,540	-11,540	-100%	$778.9K	—	—	—
Quantinno Capital Management LP	N/A	—	11,406	-11,406	-100%	$770.0K	—	—	—
Jones Financial Companies Lllp	N/A	—	10,722	-10,722	-100%	$713.0K	—	—	—
Oxbow Advisors, LLC	N/A	—	10,595	-10,595	-100%	$715.2K	—	—	—
Tradition Wealth Management, LLC	N/A	—	10,071	-10,071	-100%	$679.8K	—	—	—
GWN Securities Inc.	N/A	—	9,821	-9,821	-100%	$662.9K	—	—	—
Cerity Partners LLC	N/A	—	9,686	-9,686	-100%	$653.8K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	9,470	-9,470	-100%	$639.3K	—	—	—
Brown Advisory Inc	N/A	—	9,199	-9,199	-100%	$620.9K	—	—	—
PSI Advisors, LLC	N/A	—	8,535	-8,535	-100%	$576.1K	—	—	—
SG Americas Securities, LLC	N/A	—	8,447	-8,447	-100%	$570.0K	—	—	—
Sfmg, LLC	N/A	—	8,300	-8,300	-100%	$560.3K	—	—	—
Kingsview Wealth Management, LLC	N/A	—	8,004	-8,004	-100%	$540.3K	—	—	—
&partners	N/A	—	7,616	-7,616	-100%	$514.1K	—	—	—
Benjamin Edwards Inc	N/A	—	7,589	-7,589	-100%	$512.4K	—	—	—
MAI Capital Management	N/A	—	7,584	-7,584	-100%	$511.9K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	7,230	-7,230	-100%	$488.0K	—	—	—
Curi Capital, LLC	N/A	—	6,986	-6,986	-100%	$471.6K	—	—	—
Cary Street Partners Investment Advisory LLC	N/A	—	6,796	-6,796	-100%	$458.7K	—	—	—
Mercer Global Advisors Inc	N/A	—	6,015	-6,015	-100%	$406.0K	—	—	—
Sittner & Nelson, LLC	N/A	—	6,000	-6,000	-100%	$405.0K	—	—	—
PFG Investments, LLC	N/A	—	5,951	-5,951	-100%	$401.7K	—	—	—
DRW Securities, LLC	N/A	—	5,876	-5,876	-100%	$396.6K	—	—	—
World Investment Advisors	N/A	—	5,782	-5,782	-100%	$376.6K	—	—	—
CSS LLC	N/A	—	5,654	-5,654	-100%	$381.6K	—	—	—
Independent Advisor Alliance	N/A	—	5,640	-5,640	-100%	$380.7K	—	—	—
Arkadios Wealth Advisors	N/A	—	5,340	-5,340	-100%	$360.4K	—	—	—
Jaffetilchin Investment Partners, LLC	N/A	—	5,162	-5,162	-100%	$348.4K	—	—	—
Bridges Investment Management Inc	N/A	—	4,927	-4,927	-100%	$332.6K	—	—	—
Regal Investment Advisors LLC	N/A	—	4,611	-4,611	-100%	$311.3K	—	—	—
Mutual Advisors, LLC	N/A	—	4,420	-4,420	-100%	$298.4K	—	—	—
Founders Financial Alliance, LLC	N/A	—	4,378	-4,378	-100%	$295.5K	—	—	—
Ethos Financial Group, LLC	N/A	—	4,142	-4,142	-100%	$279.6K	—	—	—
Wealth Alliance, LLC	N/A	—	4,008	-4,008	-100%	$270.5K	—	—	—
Capital Advisors Inc	N/A	—	3,932	-3,932	-100%	$265.4K	—	—	—
Blair William & Co	N/A	—	3,775	-3,775	-100%	$254.8K	—	—	—
Stonebridge Financial Group, LLC	N/A	—	3,721	-3,721	-100%	$251.0K	—	—	—
Summit Wealth Partners, LLC	N/A	—	3,716	-3,716	-100%	$250.8K	—	—	—
Northern Trust Corp	N/A	—	3,706	-3,706	-100%	$250.2K	—	—	—
Tyche Wealth Partners LLC	N/A	—	3,705	-3,705	-100%	$250.1K	—	—	—
Clark Capital Management Group, Inc.	N/A	—	3,619	-3,619	-100%	$244.3K	—	—	—
Tidal Investments LLC	N/A	—	3,606	-3,606	-100%	$243.4K	—	—	—
Peapack Gladstone Financial Corp	N/A	—	3,540	-3,540	-100%	$223.0K	—	—	—
Global Retirement Partners, LLC	N/A	—	3,514	-3,514	-100%	$237.2K	—	—	—
Roundview Capital LLC	N/A	—	3,513	-3,513	-100%	$237.1K	—	—	—
BFC Planning, Inc.	N/A	—	3,327	-3,327	-100%	$224.6K	—	—	—
Legacy Wealth Advisors, LLC	N/A	—	3,284	-3,284	-100%	$221.7K	—	—	—
Novare Capital Management LLC	N/A	—	3,140	-3,140	-100%	$212.0K	—	—	—
Stephens Inc	N/A	—	3,022	-3,022	-100%	$204.0K	—	—	—
Anchor Investment Management, LLC	N/A	—	3,000	-3,000	-100%	$202.5K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	2,929	-2,929	-100%	$197.7K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	2,484	-2,484	-100%	$167.7K	—	—	—
Huntington National Bank	N/A	—	2,198	-2,198	-100%	$148.4K	—	—	—
Caitlin John, LLC	N/A	—	1,943	-1,943	-100%	$131.1K	—	—	—
Aventura Private Wealth, LLC	N/A	—	1,909	-1,909	-100%	$128.9K	—	—	—
Front Row Advisors LLC	N/A	—	1,350	-1,350	-100%	$99.0K	—	—	—
HHM Wealth Advisors, LLC	N/A	—	1,200	-1,200	-100%	$81.0K	—	—	—
Johnson Financial Group, Inc.	N/A	—	1,200	-1,200	-100%	$81.0K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	730	-730	-100%	$50.2K	—	—	—
Steigerwald, Gordon & Koch Inc.	N/A	—	626	-626	-100%	$42.3K	—	—	—
Avalon Trust Co	N/A	—	500	-500	-100%	$33.8K	—	—	—
Private Wealth Asset Management, LLC	N/A	—	406	-406	-100%	$27.4K	—	—	—
Bartlett & Co. Wealth Management LLC	N/A	—	330	-330	-100%	$22.3K	—	—	—
Kerr Financial Planning Corp	N/A	—	235	-235	-100%	$15.9K	—	—	—
Glen Eagle Advisors, LLC	N/A	—	143	-143	-100%	$9.7K	—	—	—
Abound Financial, LLC	N/A	—	120	-120	-100%	$8.1K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	114	-114	-100%	$7.7K	—	—	—
Basepoint Wealth LLC	N/A	—	110	-110	-100%	$7.4K	—	—	—
UBS Asset Management Americas LLC	N/A	—	107	-107	-100%	$7.2K	—	—	—
CVA Family Office, LLC	N/A	—	79	-79	-100%	$5.3K	—	—	—
Swan Capital LLC	N/A	—	37	-37	-100%	$2.5K	—	—	—
Longfellow Investment Management Co LLC	N/A	—	22	-22	-100%	$1.5K	—	—	—

Showing 321 of 321 institutions