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Vaneck Semiconductor ETF (SMH)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Citigroup Inc
INCREASED
Shares1,392,980 from 820,261
Change+572,719 (+70%)
Value$848.3M (+$310.3M)
Filed 2026-11-04
Meitav Investment House LTD
INCREASED
Shares902,682 from 613,486
Change+289,196 (+47%)
Value$549.7M (+$147.4M)
Filed 2026-10-28
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares540,861 from 347,156
Change+193,705 (+56%)
Value$329.4K (-$227.4M)
Filed 2026-11-02
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares301,745 from 159,429
Change+142,316 (+89%)
Value$183.8M (+$79.2M)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares225,388 from 205,405
Change+19,983 (+10%)
Value$137.3K (-$134.6M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares198,296 from 189,914
Change+8,382 (+4%)
Value$120.8M (-$3.8M)
Filed 2026-11-02
Howard Capital Management, LLC
UNCHANGED
Shares197,200 from 197,200
Change0 (0%)
Value$120.1M (-$9.2M)
Filed 2026-10-16
GoalVest Advisory LLC
INCREASED
Shares174,650 from 60
Change+174,590 (+290983%)
Value$211.1K (+$171.8K)
Filed 2026-10-02
Kestra Advisory Services, LLC
INCREASED
Shares146,897 from 137,546
Change+9,351 (+7%)
Value$89.5M (-$755.2K)
Filed 2026-11-02
Moss Adams Wealth Advisors LLC
DECREASED
Shares111,865 from 120,494
Change-8,629 (-7%)
Value$68.1M (-$10.9M)
Filed 2026-10-28
Concurrent Investment Advisors, LLC
INCREASED
Shares100,335 from 85,048
Change+15,287 (+18%)
Value$61.1M (+$5.3M)
Filed 2026-10-16
Rezny Wealth Management, Inc.
DECREASED
Shares92,249 from 92,798
Change-549 (-1%)
Value$56.2M (-$4.7M)
Filed 2026-10-15
Thrivent Financial for Lutherans
DECREASED
Shares91,733 from 92,516
Change-783 (-1%)
Value$55.9K (-$60.6M)
Filed 2026-11-05
Assetmark, Inc
INCREASED
Shares87,857 from 80,312
Change+7,545 (+9%)
Value$53.5M (+$828.9K)
Filed 2026-10-21
Yarbrough Capital, LLC
UNCHANGED
Shares81,148 from 81,148
Change0 (0%)
Value$49.4M (-$3.8M)
Filed 2026-10-19
Park Avenue Securities LLC
INCREASED
Shares78,659 from 71,834
Change+6,825 (+10%)
Value$47.9K (-$47.1M)
Filed 2026-10-26
Lyell Wealth Management, LP
INCREASED
Shares76,967 from 76,152
Change+815 (+1%)
Value$46.9M (-$3.1M)
Filed 2026-10-30
Mirae Asset Securities (USA) Inc.
DECREASED
Shares75,148 from 150,502
Change-75,354 (-50%)
Value$45.8M (-$52.9M)
Filed 2026-10-15
Ayalon Insurance Comp Ltd.
INCREASED
Shares74,792 from 41,001
Change+33,791 (+82%)
Value$45.5K (+$18.7K)
Filed 2026-10-08
SBI Securities Co., Ltd.
DECREASED
Shares70,831 from 93,493
Change-22,662 (-24%)
Value$43.1M (-$18.2M)
Filed 2026-10-22
Independent Financial Group, LLC
INCREASED
Shares63,094 from 62,339
Change+755 (+1%)
Value$38.4M (-$2.5M)
Filed 2026-10-13
Y.D. More Investments Ltd
INCREASED
Shares58,888 from 37,169
Change+21,719 (+58%)
Value$35.8M (+$11.4M)
Filed 2026-11-02
Kraft, Davis & Associates, LLC
DECREASED
Shares58,421 from 60,208
Change-1,787 (-3%)
Value$32.3M (-$3.3M)
Filed 2026-10-21
Principle Wealth Partners LLC
DECREASED
Shares56,406 from 62,788
Change-6,382 (-10%)
Value$34.4M (-$6.8M)
Filed 2026-11-02
M & L Capital Management Ltd
DECREASED
Shares54,300 from 59,100
Change-4,800 (-8%)
Value$33.1M (-$5.7M)
Filed 2026-10-26
Blue Zone Wealth Advisors, LLC
INCREASED
Shares54,039 from 50,513
Change+3,526 (+7%)
Value$32.9M (-$221.2K)
Filed 2026-10-19
Navigation Group, LLC
DECREASED
Shares53,672 from 65,575
Change-11,903 (-18%)
Value$32.7M (-$10.3M)
Filed 2026-10-28
Exchange Traded Concepts, LLC
UNCHANGED
Shares52,336 from 52,336
Change0 (0%)
Value$31.9M (-$2.5M)
Filed 2026-10-28
Petredis Investment Advisors LLC
INCREASED
Shares48,679 from 47,428
Change+1,251 (+3%)
Value$29.6M (-$1.5M)
Filed 2026-10-20
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares48,500 from 45,888
Change+2,612 (+6%)
Value$29.5M (-$508.7K)
Filed 2026-10-29
Nfsg Corp
INCREASED
Shares48,495 from 46,477
Change+2,018 (+4%)
Value$29.5M (-$950.6K)
Filed 2026-10-15
Creative Planning
INCREASED
Shares48,012 from 45,116
Change+2,896 (+6%)
Value$29.2M (-$352.2K)
Filed 2026-11-02
Wespac Advisors SoCal, LLC
DECREASED
Shares47,830 from 48,055
Change-225 (0%)
Value$29.1M (-$2.4M)
Filed 2026-10-13
MKP Capital Management, L.L.C.
INCREASED
Shares46,257 from 43,900
Change+2,357 (+5%)
Value$28.2M (-$623.1K)
Filed 2026-11-04
Schorn Wealth LLC
INCREASED
Shares44,022 from 42,107
Change+1,915 (+5%)
Value$26.8M (-$808.2K)
Filed 2026-10-14
Lido Advisors, LLC
INCREASED
Shares43,601 from 27,384
Change+16,217 (+59%)
Value$26.6M (+$8.6M)
Filed 2026-11-04
Sowell Financial Services LLC
DECREASED
Shares41,686 from 51,206
Change-9,520 (-19%)
Value$25.4M (-$8.2M)
Filed 2026-10-23
Truist Financial Corp
DECREASED
Shares39,531 from 43,109
Change-3,578 (-8%)
Value$24.1M (-$4.2M)
Filed 2026-10-30
J.W. Cole Advisors, Inc.
INCREASED
Shares39,488 from 39,474
Change+14 (+0%)
Value$24.0M (-$1.8M)
Filed 2026-11-05
Wealthcare Advisory Partners LLC
INCREASED
Shares39,279 from 22,656
Change+16,623 (+73%)
Value$23.9M (+$9.1M)
Filed 2026-10-21
Prospera Financial Services Inc
INCREASED
Shares38,750 from 31,622
Change+7,128 (+23%)
Value$20.2M (-$495.3K)
Filed 2026-11-04
Avalon Capital Management
DECREASED
Shares37,745 from 47,957
Change-10,212 (-21%)
Value$23.0M (-$8.5M)
Filed 2026-11-04
Ring Mountain Capital, LLC
INCREASED
Shares37,155 from 36,701
Change+454 (+1%)
Value$22.6M (-$1.4M)
Filed 2026-10-13
Diversified Enterprises, LLC
DECREASED
Shares35,426 from 36,214
Change-788 (-2%)
Value$21.6M (-$2.2M)
Filed 2026-10-19
Joseph P. Lucia & Associates, LLC
DECREASED
Shares35,388 from 35,559
Change-171 (0%)
Value$21.6M (-$1.8M)
Filed 2026-10-30
Kozak & Associates, Inc.
DECREASED
Shares35,284 from 39,507
Change-4,223 (-11%)
Value$20.0M (-$4.5M)
Filed 2026-10-29
Apollon Wealth Management, LLC
DECREASED
Shares34,833 from 39,688
Change-4,855 (-12%)
Value$21.2M (-$4.8M)
Filed 2026-10-23
TD Waterhouse Canada Inc.
DECREASED
Shares34,628 from 55,159
Change-20,531 (-37%)
Value$21.4M (-$12.8M)
Filed 2026-10-16
Atria Investments, Inc
INCREASED
Shares34,069 from 28,805
Change+5,264 (+18%)
Value$20.7M (+$1.9M)
Filed 2026-10-15
B. Riley Wealth Advisors, Inc.
INCREASED
Shares33,981 from 33,074
Change+907 (+3%)
Value$20.7M (-$207.8K)
Filed 2026-10-13
Fifth Third Securities, Inc.
DECREASED
Shares33,635 from 38,384
Change-4,749 (-12%)
Value$20.5M (-$4.7M)
Filed 2026-10-21
KCM Investment Advisors LLC
INCREASED
Shares33,293 from 24,728
Change+8,565 (+35%)
Value$20.3M (+$4.1M)
Filed 2026-10-27
Horizon Wealth Management, LLC
INCREASED
Shares31,466 from 4,634
Change+26,832 (+579%)
Value$19.2M (+$16.1M)
Filed 2026-11-02
Kestra Private Wealth Services, LLC
INCREASED
Shares30,165 from 28,672
Change+1,493 (+5%)
Value$18.4M (-$435.6K)
Filed 2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares29,464 from 26,009
Change+3,455 (+13%)
Value$17.9M (+$2.0M)
Filed 2026-10-13
Valence8 US LP
INCREASED
Shares29,328 from 20,934
Change+8,394 (+40%)
Value$17.9M (+$4.1M)
Filed 2026-11-03
Wealth Quarterback LLC
INCREASED
Shares29,025 from 28,436
Change+589 (+2%)
Value$17.7M (-$974.8K)
Filed 2026-10-20
Penobscot Investment Management Company, Inc.
DECREASED
Shares28,545 from 32,440
Change-3,895 (-12%)
Value$17.4M (-$3.9M)
Filed 2026-10-26
Ferguson Wellman Capital Management, Inc
DECREASED
Shares28,408 from 29,167
Change-759 (-3%)
Value$17.3M (-$1.8M)
Filed 2026-10-05
TCP Asset Management, LLC
INCREASED
Shares28,000 from 26,573
Change+1,427 (+5%)
Value$17.7M (+$227.9K)
Filed 2026-10-14
Cornerstone Wealth Management, LLC
DECREASED
Shares27,355 from 27,370
Change-15 (0%)
Value$16.7M (-$1.3M)
Filed 2026-11-04
Kwmg, LLC
DECREASED
Shares27,315 from 27,868
Change-553 (-2%)
Value$16.6M (-$1.6M)
Filed 2026-10-07
Imc-Chicago, LLC
NEW
Shares26,991
Change+26,991
Value$16.4M
Filed 2026-11-05
J.Safra Asset Management Corp
INCREASED
Shares24,599 from 23,708
Change+891 (+4%)
Value$15.0M (-$569.0K)
Filed 2026-11-03
Ashurst Perkins Coie Trust Co
INCREASED
Shares24,574 from 23,628
Change+946 (+4%)
Value$15.0M (-$531.7K)
Filed 2026-10-15
CoreCap Advisors, LLC
DECREASED
Shares24,392 from 24,802
Change-410 (-2%)
Value$14.9M (-$1.4M)
Filed 2026-10-08
HBW Advisory Services LLC
INCREASED
Shares24,292 from 23,791
Change+501 (+2%)
Value$14.8M (-$810.6K)
Filed 2026-10-15
Csenge Advisory Group
DECREASED
Shares23,720 from 26,951
Change-3,231 (-12%)
Value$14.4M (-$3.2M)
Filed 2026-11-04
Madrona Financial Services, LLC
INCREASED
Shares23,582 from 21,240
Change+2,342 (+11%)
Value$14.4M (+$430.3K)
Filed 2026-10-23
Woodmont Investment Counsel LLC
DECREASED
Shares23,569 from 25,122
Change-1,553 (-6%)
Value$14.4M (-$2.1M)
Filed 2026-10-29
MFA Wealth Advisors, LLC
DECREASED
Shares23,006 from 23,356
Change-350 (-1%)
Value$14.0M (-$1.3M)
Filed 2026-10-07
Tamar Securities, LLC
INCREASED
Shares22,782 from 19,837
Change+2,945 (+15%)
Value$13.9M (+$863.5K)
Filed 2026-11-03
Means Investment Co., Inc.
INCREASED
Shares22,698 from 21,094
Change+1,604 (+8%)
Value$13.8M (-$12.6K)
Filed 2026-11-03
AJ Advisors, LLC
DECREASED
Shares22,658 from 23,453
Change-795 (-3%)
Value$13.8M (-$1.6M)
Filed 2026-10-29
Pachira Investments Inc.
INCREASED
Shares22,543 from 18,337
Change+4,206 (+23%)
Value$13.7M (+$1.7M)
Filed 2026-10-14
Sigma Planning Corp
DECREASED
Shares22,138 from 24,678
Change-2,540 (-10%)
Value$13.5M (-$2.7M)
Filed 2026-10-23
Oppenheimer Asset Management Inc.
INCREASED
Shares21,898 from 21,354
Change+544 (+3%)
Value$13.3M (-$670.0K)
Filed 2026-10-27
Rye Brook Capital LLC
INCREASED
Shares21,419 from 21,110
Change+309 (+1%)
Value$13.0K (-$13.8M)
Filed 2026-10-07
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
UNCHANGED
Shares21,040 from 21,040
Change0 (0%)
Value$12.8M (-$986.6K)
Filed 2026-10-15
WT Wealth Management
INCREASED
Shares20,872 from 19,410
Change+1,462 (+8%)
Value$12.7M (-$20.1K)
Filed 2026-10-13
Trilogy Capital Inc.
INCREASED
Shares20,827 from 17,990
Change+2,837 (+16%)
Value$12.7M (+$884.2K)
Filed 2026-10-20
Spire Wealth Management
DECREASED
Shares20,804 from 21,080
Change-276 (-1%)
Value$12.7M (-$1.2M)
Filed 2026-10-30
Hudock, Inc.
INCREASED
Shares20,384 from 20,322
Change+62 (+0%)
Value$12.4M (-$914.9K)
Filed 2026-10-14
Cooper Capital Advisors LLC
INCREASED
Shares20,286 from 20,173
Change+113 (+1%)
Value$12.4M (-$877.1K)
Filed 2026-10-29
Oasis Advisors, LLC
INCREASED
Shares20,254 from 16,029
Change+4,225 (+26%)
Value$12.3M (+$1.8M)
Filed 2026-10-16
Richmond Investment Services, LLC
DECREASED
Shares20,200 from 20,703
Change-503 (-2%)
Value$12.3M (-$1.3M)
Filed 2026-10-29
Legacy Financial Strategies, LLC
INCREASED
Shares19,666 from 18,874
Change+792 (+4%)
Value$12.0M (-$402.7K)
Filed 2026-10-15
Mission Wealth Management, LP
DECREASED
Shares19,398 from 22,458
Change-3,060 (-14%)
Value$11.8M (-$2.9M)
Filed 2026-10-15
Mezzasalma Advisors, LLC
DECREASED
Shares19,363 from 22,086
Change-2,723 (-12%)
Value$5.1M (-$1.6M)
Filed 2026-10-14
PFG Advisors
DECREASED
Shares18,853 from 19,213
Change-360 (-2%)
Value$11.5M (-$1.1M)
Filed 2026-10-16
Cornerstone Enterprises, LLC
INCREASED
Shares18,628 from 9,219
Change+9,409 (+102%)
Value$11.3M (+$5.3M)
Filed 2026-10-15
SBE LLC DBA Cedar Cove Wealth Partners
INCREASED
Shares18,618 from 12,536
Change+6,082 (+49%)
Value$11.3M (+$3.1M)
Filed 2026-10-15
Brookstone Capital Management
DECREASED
Shares18,432 from 24,394
Change-5,962 (-24%)
Value$11.2M (-$4.8M)
Filed 2026-10-22
IFP Advisors, Inc
INCREASED
Shares17,203 from 7,723
Change+9,480 (+123%)
Value$10.5M (+$5.4M)
Filed 2026-10-16
AlphaCore Capital LLC
INCREASED
Shares17,089 from 1,757
Change+15,332 (+873%)
Value$10.4M (+$9.3M)
Filed 2026-11-04
Larson Financial Group LLC
INCREASED
Shares16,049 from 15,498
Change+551 (+4%)
Value$9.8M (-$390.9K)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares16,047 from 15,271
Change+776 (+5%)
Value$9.8M (-$243.1K)
Filed 2026-10-08
Moneco Advisors, LLC
INCREASED
Shares16,031 from 15,669
Change+362 (+2%)
Value$9.8M (-$514.3K)
Filed 2026-11-05
Vontobel Holding Ltd.
INCREASED
Shares15,616 from 13,583
Change+2,033 (+15%)
Value$9.5M (+$601.2K)
Filed 2026-10-16
Center for Wealth Management Advisory
DECREASED
Shares15,337 from 16,009
Change-672 (-4%)
Value$9.3M (-$1.2M)
Filed 2026-10-23
Basso Capital Management, L.P.
DECREASED
Shares15,187 from 16,651
Change-1,464 (-9%)
Value$9.2M (-$1.7M)
Filed 2026-10-30
Wedbush Securities Inc
DECREASED
Shares14,704 from 15,377
Change-673 (-4%)
Value$9.0K (-$10.1M)
Filed 2026-10-22
StoneCrest Wealth Management, Inc.
DECREASED
Shares14,684 from 14,872
Change-188 (-1%)
Value$8.9M (-$811.8K)
Filed 2026-11-03
Meridian Wealth Management, LLC
INCREASED
Shares14,534 from 12,376
Change+2,158 (+17%)
Value$8.9M (+$734.0K)
Filed 2026-11-05
Pennsylvania Capital Management Inc
DECREASED
Shares13,878 from 13,892
Change-14 (0%)
Value$8.5M (-$659.9K)
Filed 2026-11-05
Parallel Advisors, LLC
INCREASED
Shares13,741 from 13,607
Change+134 (+1%)
Value$8.4M (-$556.5K)
Filed 2026-11-03
NTV Asset Management LLC
DECREASED
Shares13,626 from 14,276
Change-650 (-5%)
Value$8.3M (-$1.1M)
Filed 2026-10-23
Crown Wealth Group, LLC
DECREASED
Shares13,555 from 19,624
Change-6,069 (-31%)
Value$8.3M (-$4.6M)
Filed 2026-10-19
Westwood Wealth Management
UNCHANGED
Shares13,425 from 13,425
Change0 (0%)
Value$8.2M (-$629.5K)
Filed 2026-10-29
MGO One Seven LLC
DECREASED
Shares13,362 from 15,031
Change-1,669 (-11%)
Value$8.1M (-$1.7M)
Filed 2026-10-28
Pinnacle Associates LTD
DECREASED
Shares13,238 from 13,870
Change-632 (-5%)
Value$8.1M (-$1.0M)
Filed 2026-10-20
Odyssey Capital Advisors, Inc.
INCREASED
Shares12,943 from 12,773
Change+170 (+1%)
Value$7.9M (-$495.5K)
Filed 2026-10-26
Jefferies Financial Group Inc.
DECREASED
Shares12,625 from 44,940
Change-32,315 (-72%)
Value$7.7M (-$21.8M)
Filed 2026-11-05
Kingswood Wealth Advisors, LLC
DECREASED
Shares12,591 from 17,018
Change-4,427 (-26%)
Value$7.7M (-$3.5M)
Filed 2026-10-23
International Assets Investment Management, LLC
INCREASED
Shares12,579 from 11,772
Change+807 (+7%)
Value$7.8M (+$467.3K)
Filed 2026-11-02
Norden Group LLC
INCREASED
Shares12,555 from 12,504
Change+51 (+0%)
Value$7.6M (-$555.3K)
Filed 2026-10-20
Oppenheimer & Co Inc
DECREASED
Shares12,437 from 12,465
Change-28 (0%)
Value$7.6M (-$601.5K)
Filed 2026-10-26
Fifth Third Bancorp
INCREASED
Shares12,191 from 11,173
Change+1,018 (+9%)
Value$7.4M (+$95.5K)
Filed 2026-11-05
NWF Advisory Services Inc.
INCREASED
Shares12,161 from 11,705
Change+456 (+4%)
Value$7.4M (-$271.1K)
Filed 2026-10-19
Segment Wealth Management, LLC
DECREASED
Shares11,847 from 12,211
Change-364 (-3%)
Value$7.2M (-$794.3K)
Filed 2026-10-26
Perigon Wealth Management, LLC
DECREASED
Shares11,743 from 11,990
Change-247 (-2%)
Value$7.2M (-$712.6K)
Filed 2026-10-22
Apollon Financial, LLC
INCREASED
Shares11,742 from 11,264
Change+478 (+4%)
Value$7.2M (-$237.0K)
Filed 2026-10-23
Allspring Global Investments Holdings, LLC
DECREASED
Shares11,729 from 13,454
Change-1,725 (-13%)
Value$7.2M (-$1.1M)
Filed 2026-11-04
Claro Advisors Inc.
INCREASED
Shares11,445 from 11,376
Change+69 (+1%)
Value$7.0M (-$491.5K)
Filed 2026-11-02
SeaCrest Wealth Management, LLC
INCREASED
Shares11,096 from 10,232
Change+864 (+8%)
Value$6.8M (+$46.2K)
Filed 2026-10-21
Traynor Capital Management, Inc.
INCREASED
Shares10,967 from 10,845
Change+122 (+1%)
Value$6.7M (-$433.8K)
Filed 2026-10-29
Sims Investment Management, LLC
DECREASED
Shares10,903 from 10,942
Change-39 (0%)
Value$6.6M (-$536.9K)
Filed 2026-10-13
Westside Investment Management, Inc.
DECREASED
Shares10,850 from 11,126
Change-276 (-2%)
Value$6.6M (-$673.8K)
Filed 2026-11-02
Bluesphere Advisors LLC
DECREASED
Shares10,845 from 10,869
Change-24 (0%)
Value$6.6M (-$524.3K)
Filed 2026-10-19
D.A. Davidson & Co.
INCREASED
Shares10,525 from 10,106
Change+419 (+4%)
Value$6.4M (-$218.7K)
Filed 2026-10-28
Madden Securities Corp
INCREASED
Shares10,495 from 10,387
Change+108 (+1%)
Value$6.4M (-$421.3K)
Filed 2026-10-27
Kaizen Financial Strategies
DECREASED
Shares10,339 from 10,997
Change-658 (-6%)
Value$6.3M (-$527.2K)
Filed 2026-10-09
Integrity Alliance, Llc.
DECREASED
Shares10,230 from 10,885
Change-655 (-6%)
Value$6.2M (-$909.3K)
Filed 2026-10-29
Ethic Inc.
NEW
Shares10,166
Change+10,166
Value$6.2M
Filed 2026-11-03
Castle Rock Wealth Management, LLC
DECREASED
Shares10,144 from 10,877
Change-733 (-7%)
Value$6.4M (-$332.4K)
Filed 2026-10-09
ARS Investment Partners, LLC
DECREASED
Shares10,141 from 14,047
Change-3,906 (-28%)
Value$6.2M (-$3.0M)
Filed 2026-11-05
VestGen Advisors, LLC
DECREASED
Shares9,791 from 10,220
Change-429 (-4%)
Value$6.0M (-$740.6K)
Filed 2026-10-27
Clear Creek Financial Management, LLC
DECREASED
Shares9,745 from 22,806
Change-13,061 (-57%)
Value$5.9M (-$9.0M)
Filed 2026-10-28
Valley National Advisers Inc
DECREASED
Shares9,743 from 10,004
Change-261 (-3%)
Value$5.9M (-$628.0K)
Filed 2026-10-23
Sage Mountain Advisors LLC
UNCHANGED
Shares9,739 from 9,739
Change0 (0%)
Value$5.9M (-$456.7K)
Filed 2026-11-02
Creative Financial Designs Inc
INCREASED
Shares9,555 from 8,922
Change+633 (+7%)
Value$5.8M (-$32.9K)
Filed 2026-11-04
Surience Private Wealth LLC
NEW
Shares9,507
Change+9,507
Value$5.8M
Filed 2026-10-16
Urban Wealth Management, LLC
DECREASED
Shares9,475 from 10,389
Change-914 (-9%)
Value$5.8M (-$1.0M)
Filed 2026-10-21
StoneX Group Inc.
DECREASED
Shares9,409 from 15,222
Change-5,813 (-38%)
Value$5.7M (-$3.8M)
Filed 2026-11-03
GC Wealth Management RIA, LLC
INCREASED
Shares9,221 from 8,728
Change+493 (+6%)
Value$5.6M (-$109.1K)
Filed 2026-11-02
Hutchens & Kramer Investment Management Group, LLC
DECREASED
Shares9,082 from 9,295
Change-213 (-2%)
Value$5.5M (-$565.6K)
Filed 2026-10-16
Krilogy Financial LLC
INCREASED
Shares8,972 from 8,863
Change+109 (+1%)
Value$5.3M (-$510.8K)
Filed 2026-10-13
Ferguson Shapiro LLC
INCREASED
Shares8,958 from 6,905
Change+2,053 (+30%)
Value$5.5M (+$926.5K)
Filed 2026-10-16
Accurate Wealth Management, LLC
INCREASED
Shares8,908 from 8,035
Change+873 (+11%)
Value$5.2M (+$331.7K)
Filed 2026-10-20
LifeWealth Investments, LLC
INCREASED
Shares8,908 from 8,407
Change+501 (+6%)
Value$5.4M (-$89.1K)
Filed 2026-10-21
Ignite Planners, LLC
INCREASED
Shares8,831 from 7,889
Change+942 (+12%)
Value$5.4M (+$217.3K)
Filed 2026-10-14
Sacks & Associates, LLC
DECREASED
Shares8,745 from 8,976
Change-231 (-3%)
Value$5.3M (+$473.9K)
Filed 2026-10-09
PW Nova Financial Services LLC
DECREASED
Shares8,735 from 9,864
Change-1,129 (-11%)
Value$5.3M (-$1.2M)
Filed 2026-10-15
HUB Investment Partners, LLC
INCREASED
Shares8,709 from 6,863
Change+1,846 (+27%)
Value$5.3M (+$802.2K)
Filed 2026-11-03
Delta Financial Advisors LLC
INCREASED
Shares8,610 from 8,518
Change+92 (+1%)
Value$5.2M (-$343.4K)
Filed 2026-10-27
WealthBridge Investment Counsel Inc.
INCREASED
Shares8,600 from 8,575
Change+25 (+0%)
Value$5.2K (-$387)
Filed 2026-10-13
BIP Wealth, LLC
INCREASED
Shares8,512 from 8,186
Change+326 (+4%)
Value$5.2M (-$185.2K)
Filed 2026-10-22
Arcataur Capital Management LLC
DECREASED
Shares8,488 from 8,509
Change-21 (0%)
Value$5.2M (-$411.8K)
Filed 2026-10-21
Berbice Capital Management LLC
INCREASED
Shares8,482 from 7,534
Change+948 (+13%)
Value$5.2M (+$224.1K)
Filed 2026-10-13
JB Capital LLC
INCREASED
Shares8,328 from 7,387
Change+941 (+13%)
Value$5.1M (+$226.7K)
Filed 2026-10-19
Flagship Harbor Advisors, LLC
DECREASED
Shares8,271 from 8,325
Change-54 (-1%)
Value$5.0M (-$423.2K)
Filed 2026-10-26
Choreo, LLC
INCREASED
Shares8,243 from 7,323
Change+920 (+13%)
Value$5.0M (+$217.2K)
Filed 2026-10-28
Blvd Private Wealth, LLC
DECREASED
Shares8,032 from 8,518
Change-486 (-6%)
Value$4.9M (-$695.3K)
Filed 2026-10-14
Paragon Advisors, LLC
INCREASED
Shares7,824 from 7,488
Change+336 (+4%)
Value$4.8M (-$146.2K)
Filed 2026-11-03
Tactive Advisors, LLC
INCREASED
Shares7,810 from 7,340
Change+470 (+6%)
Value$4.8M (-$57.5K)
Filed 2026-10-08
Systelligence, LLC
INCREASED
Shares7,781 from 3,504
Change+4,277 (+122%)
Value$1.6M (-$686.2K)
Filed 2026-11-05
Todd Wealth Management, LLC
DECREASED
Shares7,764 from 7,849
Change-85 (-1%)
Value$4.7M (-$419.8K)
Filed 2026-10-19
WBI Investments, LLC
INCREASED
Shares7,758 from 7,111
Change+647 (+9%)
Value$4.7M (+$60.4K)
Filed 2026-11-05
Provenance Wealth Advisors, LLC
INCREASED
Shares7,751 from 562
Change+7,189 (+1279%)
Value$4.7M (+$4.4M)
Filed 2026-10-30
WestEnd Advisors, LLC
NEW
Shares7,656
Change+7,656
Value$4.7M
Filed 2026-10-27
Ascentis Independent Advisors
INCREASED
Shares7,613 from 221
Change+7,392 (+3345%)
Value$4.6M (+$4.5M)
Filed 2026-11-03
5th Street Advisors, LLC
INCREASED
Shares7,601 from 7,294
Change+307 (+4%)
Value$4.6M (-$155.1K)
Filed 2026-11-04
Magnus Financial Group LLC
INCREASED
Shares7,371 from 7,169
Change+202 (+3%)
Value$4.5M (-$213.0K)
Filed 2026-10-21
Three Magnolias Financial Advisors, LLC
DECREASED
Shares7,329 from 8,294
Change-965 (-12%)
Value$4.5M (-$976.6K)
Filed 2026-10-14
Flagship Wealth Advisors, LLC
INCREASED
Shares7,214 from 7,139
Change+75 (+1%)
Value$4.4M (-$289.1K)
Filed 2026-11-03
Robertson Stephens Wealth Management, LLC
DECREASED
Shares7,160 from 8,162
Change-1,002 (-12%)
Value$4.4M (-$992.7K)
Filed 2026-10-16
Keystone Global Partners, LLC
DECREASED
Shares7,155 from 8,667
Change-1,512 (-17%)
Value$4.4M (-$1.3M)
Filed 2026-10-13
Private Trust Co NA
INCREASED
Shares7,054 from 5,602
Change+1,452 (+26%)
Value$4.3M (+$621.6K)
Filed 2026-10-20
McGuire Investment Group, LLC
INCREASED
Shares7,010 from 6,948
Change+62 (+1%)
Value$4.3M (-$288.0K)
Filed 2026-10-23
15 Wealth Advisors LLC
NEW
Shares7,007
Change+7,007
Value$4.3M
Filed 2026-10-14
Flagstar Securities, Inc
DECREASED
Shares6,936 from 8,030
Change-1,094 (-14%)
Value$4.2M (-$1.0M)
Filed 2026-10-15
Perennial Advisors, LLC
INCREASED
Shares6,871 from 5,171
Change+1,700 (+33%)
Value$4.2M (+$792.8K)
Filed 2026-10-13
Elevation Point Wealth Partners, LLC
INCREASED
Shares6,782 from 2,673
Change+4,109 (+154%)
Value$4.1M (+$2.4M)
Filed 2026-11-05
Joel Isaacson & Co., LLC
UNCHANGED
Shares6,770 from 6,770
Change0 (0%)
Value$4.1M (-$317.4K)
Filed 2026-11-05
Snider Financial Group
INCREASED
Shares6,718 from 6,704
Change+14 (+0%)
Value$4.1M (-$305.3K)
Filed 2026-10-16
Altfest L J & Co Inc
DECREASED
Shares6,702 from 7,744
Change-1,042 (-13%)
Value$4.1M (-$997.9K)
Filed 2026-10-27
Beaumont Financial Advisors, LLC
INCREASED
Shares6,568 from 6,565
Change+3 (+0%)
Value$4.0M (-$306.0K)
Filed 2026-10-22
William John Sempolinski
DECREASED
Shares6,477 from 7,882
Change-1,405 (-18%)
Value$3.9M (-$1.2M)
Filed 2026-10-20
Absolute Capital Management, LLC
INCREASED
Shares6,445 from 6,427
Change+18 (+0%)
Value$3.9M (-$290.4K)
Filed 2026-10-16
Ridgepath Capital Management LLC
INCREASED
Shares6,387 from 1,039
Change+5,348 (+515%)
Value$3.9M (+$3.2M)
Filed 2026-10-29
Stackstone Wealth, LLC
NEW
Shares6,362
Change+6,362
Value$3.9M
Filed 2026-10-19
CLG LLC
INCREASED
Shares6,299 from 4,143
Change+2,156 (+52%)
Value$3.8M (+$1.1M)
Filed 2026-10-13
Curran Financial Partners, LLC
INCREASED
Shares6,279 from 4,017
Change+2,262 (+56%)
Value$3.8M (+$1.2M)
Filed 2026-11-04
Mascagni Wealth Management, Inc.
INCREASED
Shares6,235 from 6,207
Change+28 (+0%)
Value$3.8M (-$274.2K)
Filed 2026-10-23
Telos Capital Management, Inc.
DECREASED
Shares6,234 from 6,388
Change-154 (-2%)
Value$3.8M (-$393.3K)
Filed 2026-11-02
Advisors Management Group Inc
DECREASED
Shares6,129 from 6,350
Change-221 (-3%)
Value$3.7K (-$4.2M)
Filed 2026-11-05
RFG Advisory, LLC
INCREASED
Shares6,124 from 3,010
Change+3,114 (+103%)
Value$3.7M (+$1.8M)
Filed 2026-11-03
Leeward Financial Partners, LLC
INCREASED
Shares6,069 from 6,017
Change+52 (+1%)
Value$3.7M (-$250.5K)
Filed 2026-10-23
Sovran Advisors, LLC
DECREASED
Shares6,064 from 6,534
Change-470 (-7%)
Value$3.4M (-$54.4K)
Filed 2026-11-02
SFI Advisors, LLC
INCREASED
Shares6,041 from 5,928
Change+113 (+2%)
Value$3.7M (-$208.9K)
Filed 2026-10-30
HB Wealth Management, LLC
DECREASED
Shares6,008 from 7,145
Change-1,137 (-16%)
Value$3.7M (-$1.0M)
Filed 2026-10-23
Accel Wealth Management
INCREASED
Shares5,991 from 5,439
Change+552 (+10%)
Value$3.6M (+$81.3K)
Filed 2026-10-13
Cypress Capital Group
INCREASED
Shares5,915 from 3,712
Change+2,203 (+59%)
Value$3.6M (+$1.2M)
Filed 2026-11-03
Diversify Advisory Services, LLC
DECREASED
Shares5,890 from 11,401
Change-5,511 (-48%)
Value$3.3M (-$3.0M)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares5,890 from 11,401
Change-5,511 (-48%)
Value$3.3M (-$3.0M)
Filed 2026-10-20
Piscataqua Savings Bank
INCREASED
Shares5,837 from 5,830
Change+7 (+0%)
Value$3.6M (-$269.1K)
Filed 2026-10-21
Avidian Wealth Enterprises, LLC
INCREASED
Shares5,831 from 5,056
Change+775 (+15%)
Value$3.6M (+$234.9K)
Filed 2026-10-08
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares5,825 from 5,965
Change-140 (-2%)
Value$3.5M (-$364.7K)
Filed 2026-10-29
Tennessee Valley Asset Management Partners
INCREASED
Shares5,759 from 5,018
Change+741 (+15%)
Value$3.5M (+$216.0K)
Filed 2026-11-03
First Heartland Consultants, Inc.
INCREASED
Shares5,684 from 5,560
Change+124 (+2%)
Value$3.5M (-$185.2K)
Filed 2026-10-08
Calamos Wealth Management LLC
DECREASED
Shares5,677 from 5,797
Change-120 (-2%)
Value$3.5M (-$344.9K)
Filed 2026-11-02
Altura Wealth Advisors Inc.
INCREASED
Shares5,614 from 5,147
Change+467 (+9%)
Value$3.4M (+$43.1K)
Filed 2026-10-22
Strategic Financial Group, LLC
NEW
Shares5,578
Change+5,578
Value$3.4M
Filed 2026-10-08
Bright Futures Wealth Management, Llc.
DECREASED
Shares5,578 from 5,612
Change-34 (-1%)
Value$3.4M (-$283.9K)
Filed 2026-10-23
TD Private Client Wealth LLC
DECREASED
Shares5,574 from 8,119
Change-2,545 (-31%)
Value$3.4M (-$1.9M)
Filed 2026-10-28
US Bancorp \de\
INCREASED
Shares5,535 from 4,116
Change+1,419 (+34%)
Value$3.4M (+$671.2K)
Filed 2026-11-05
Founders Financial Securities LLC
DECREASED
Shares5,459 from 10,013
Change-4,554 (-45%)
Value$3.3M (-$3.2M)
Filed 2026-10-28
Future Financial Wealth Managment LLC
DECREASED
Shares5,330 from 5,737
Change-407 (-7%)
Value$3.2M (-$82.8K)
Filed 2026-10-15
OpenArc Corporate Advisory, LLC
INCREASED
Shares5,258 from 4,982
Change+276 (+6%)
Value$3.2M (-$65.5K)
Filed 2026-10-21
MY Wealth Management Inc.
INCREASED
Shares5,107 from 2,338
Change+2,769 (+118%)
Value$3.1M (+$1.6M)
Filed 2026-10-21
Simplicity Wealth,LLC
INCREASED
Shares5,102 from 2,925
Change+2,177 (+74%)
Value$3.1M (+$1.2M)
Filed 2026-10-23
Riggs Asset Managment Co. Inc.
INCREASED
Shares5,067 from 3,372
Change+1,695 (+50%)
Value$3.1M (+$874.1K)
Filed 2026-11-05
Moulton Wealth Management, Inc
DECREASED
Shares5,029 from 5,076
Change-47 (-1%)
Value$3.1M (-$56.1K)
Filed 2026-10-13
Carmel Capital Management L.L.C.
DECREASED
Shares4,927 from 4,937
Change-10 (0%)
Value$3.0M (-$237.6K)
Filed 2026-10-30
Chemung Canal Trust Co
INCREASED
Shares4,829 from 4,797
Change+32 (+1%)
Value$2.9M (-$205.4K)
Filed 2026-11-04
Great Diamond Partners, LLC
DECREASED
Shares4,814 from 5,055
Change-241 (-5%)
Value$2.9M (-$383.8K)
Filed 2026-10-13
Concord Wealth Partners
DECREASED
Shares4,813 from 5,061
Change-248 (-5%)
Value$2.9M (-$388.4K)
Filed 2026-11-02
Prime Capital Investment Advisors, LLC
INCREASED
Shares4,799 from 4,401
Change+398 (+9%)
Value$2.9M (+$36.0K)
Filed 2026-10-20
Brighton Jones LLC
INCREASED
Shares4,761 from 4,161
Change+600 (+14%)
Value$2.9M (+$170.2K)
Filed 2026-11-03
Grantvest Financial Group LLC
DECREASED
Shares4,727 from 5,119
Change-392 (-8%)
Value$2.9M (-$478.9K)
Filed 2026-10-21
Signal Advisors Wealth, LLC
DECREASED
Shares4,727 from 5,111
Change-384 (-8%)
Value$2.9M (-$473.3K)
Filed 2026-10-13
Milestones Private Investment Advisors LLC
DECREASED
Shares4,674 from 8,574
Change-3,900 (-45%)
Value$2.8M (-$2.8M)
Filed 2026-10-19
Concord Asset Management, LLC
DECREASED
Shares4,643 from 4,876
Change-233 (-5%)
Value$2.8M (-$370.4K)
Filed 2026-11-02
Trademark Financial Management, LLC
DECREASED
Shares4,608 from 5,566
Change-958 (-17%)
Value$2.8M (-$844.4K)
Filed 2026-10-23
Avior Wealth Management, LLC
DECREASED
Shares4,597 from 4,799
Change-202 (-4%)
Value$2.8M (-$348.0K)
Filed 2026-10-13
Evolution Wealth Advisors, LLC
INCREASED
Shares4,574 from 4,548
Change+26 (+1%)
Value$2.8M (-$197.4K)
Filed 2026-11-03
Cadent Capital Advisors, LLC
NEW
Shares4,560
Change+4,560
Value$2.8M
Filed 2026-10-09
Dumont & Blake Investment Advisors LLC
DECREASED
Shares4,508 from 6,355
Change-1,847 (-29%)
Value$2.7M (-$1.4M)
Filed 2026-10-28
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares4,463 from 4,531
Change-68 (-1%)
Value$2.7M (-$253.9K)
Filed 2026-10-22
Cordoba Advisory Partners LLC
INCREASED
Shares4,446 from 1,625
Change+2,821 (+174%)
Value$2.7M (+$1.6M)
Filed 2026-10-19
Providence First Trust Co
DECREASED
Shares4,444 from 4,690
Change-246 (-5%)
Value$2.7M (-$369.7K)
Filed 2026-11-02
M Holdings Securities, Inc.
NEW
Shares4,424
Change+4,424
Value$2.5K
Filed 2026-11-03
SteelPeak Wealth, LLC
INCREASED
Shares4,398 from 4,192
Change+206 (+5%)
Value$2.7M (-$71.1K)
Filed 2026-10-16
Richards, Merrill & Peterson, Inc.
INCREASED
Shares4,372 from 3,330
Change+1,042 (+31%)
Value$2.7M (+$478.4K)
Filed 2026-10-19
Dynamic Advisor Solutions LLC
INCREASED
Shares4,364 from 4,060
Change+304 (+7%)
Value$2.7M (-$5.5K)
Filed 2026-10-13
American Institute for Advanced Investment Management, LLP
INCREASED
Shares4,340 from 4,067
Change+273 (+7%)
Value$2.6M (-$24.4K)
Filed 2026-11-03
Carter Financial Group, Inc.
DECREASED
Shares4,305 from 4,318
Change-13 (0%)
Value$2.6M (-$209.9K)
Filed 2026-10-21
Wisconsin Wealth Advisors, LLC
INCREASED
Shares4,263 from 4,203
Change+60 (+1%)
Value$2.6M (-$161.0K)
Filed 2026-10-08
Burke & Herbert Bank & Trust Co
INCREASED
Shares4,231 from 3,979
Change+252 (+6%)
Value$2.6M (-$33.1K)
Filed 2026-11-02
Fiduciary Alliance LLC
INCREASED
Shares4,195 from 3,361
Change+834 (+25%)
Value$2.6M (+$350.0K)
Filed 2026-10-13
Sun Group Wealth Partners
INCREASED
Shares4,171 from 2,221
Change+1,950 (+88%)
Value$2.5M (+$1.1M)
Filed 2026-10-26
Asset One Wealth Management LLC
INCREASED
Shares4,137 from 4,022
Change+115 (+3%)
Value$2.5M (+$143.4K)
Filed 2026-11-02
Adirondack Trust Co
INCREASED
Shares4,135 from 4,126
Change+9 (+0%)
Value$2.5M (-$188.0K)
Filed 2026-10-14
FSA Investment Group, LLC
INCREASED
Shares4,080 from 2,565
Change+1,515 (+59%)
Value$2.5M (+$802.4K)
Filed 2026-10-07
Carnegie Investment Counsel
INCREASED
Shares4,064 from 3,736
Change+328 (+9%)
Value$2.5M (+$24.6K)
Filed 2026-10-20
Silverlake Wealth Management LLC
DECREASED
Shares4,064 from 4,245
Change-181 (-4%)
Value$2.5M (-$308.6K)
Filed 2026-10-21
Chicago Partners Investment Group LLC
INCREASED
Shares4,008 from 3,871
Change+137 (+4%)
Value$2.1M (-$132.4K)
Filed 2026-10-27
Vise Technologies, Inc.
INCREASED
Shares3,953 from 2,202
Change+1,751 (+80%)
Value$2.4M (+$963.0K)
Filed 2026-10-29
Secure Asset Management, LLC
INCREASED
Shares3,947 from 3,301
Change+646 (+20%)
Value$2.4M (+$239.1K)
Filed 2026-10-19
Michael J. Porro & Co. Financial Advisors, Inc.
INCREASED
Shares3,945 from 3,932
Change+13 (+0%)
Value$2.4M (-$176.7K)
Filed 2026-10-16
SWS Partners
UNCHANGED
Shares3,929 from 3,929
Change0 (0%)
Value$2.4M (-$184.2K)
Filed 2026-10-26
Box Hill Private Wealth LLC
DECREASED
Shares3,917 from 4,098
Change-181 (-4%)
Value$2.4M (-$302.4K)
Filed 2026-10-05
Congress Asset Management Co
NEW
Shares3,912
Change+3,912
Value$2.4M
Filed 2026-10-06
Sterling Investment Advisors, Ltd.
DECREASED
Shares3,891 from 3,916
Change-25 (-1%)
Value$2.4M (-$198.8K)
Filed 2026-10-27
Blue Fin Capital, Inc.
INCREASED
Shares3,890 from 3,786
Change+104 (+3%)
Value$2.4M (-$114.2K)
Filed 2026-10-28
Apex Wealth Management, LLC
INCREASED
Shares3,889 from 3,575
Change+314 (+9%)
Value$2.4M (+$23.7K)
Filed 2026-10-20
Able Wealth Management LLC
DECREASED
Shares3,870 from 3,959
Change-89 (-2%)
Value$2.5M (-$143.1K)
Filed 2026-10-13
Victory Financial Group, LLC
INCREASED
Shares3,787 from 2,249
Change+1,538 (+68%)
Value$2.3M (+$830.9K)
Filed 2026-10-27
Greenwood Gearhart LLC
INCREASED
Shares3,782 from 3,681
Change+101 (+3%)
Value$2.3M (-$111.0K)
Filed 2026-11-02
Global Financial Private Client, LLC
DECREASED
Shares3,769 from 3,773
Change-4 (0%)
Value$2.3M (-$179.4K)
Filed 2026-10-15
Clarus Wealth Advisors
INCREASED
Shares3,730 from 3,020
Change+710 (+24%)
Value$2.3M (+$459.4K)
Filed 2026-10-13
Roof Eidam Maycock Peralta, LLC
UNCHANGED
Shares3,683 from 3,683
Change0 (0%)
Value$2.2M (-$172.7K)
Filed 2026-10-15
Milestone Asset Management, LLC
INCREASED
Shares3,660 from 3,178
Change+482 (+15%)
Value$2.2M (+$144.5K)
Filed 2026-10-15
Heritage OAK Wealth Advisors LLC
DECREASED
Shares3,644 from 6,450
Change-2,806 (-43%)
Value$2.2M (-$2.0M)
Filed 2026-10-14
Acorn Creek Capital LLC
DECREASED
Shares3,602 from 3,842
Change-240 (-6%)
Value$2.2M (-$326.3K)
Filed 2026-11-05
Foguth Wealth Management, Llc.
DECREASED
Shares3,554 from 3,668
Change-114 (-3%)
Value$1.9M (-$131.4K)
Filed 2026-10-19
WBH Advisory Inc
INCREASED
Shares3,542 from 3,046
Change+496 (+16%)
Value$2.2M (+$159.2K)
Filed 2026-11-05
Financial Partners Group, Inc
DECREASED
Shares3,510 from 3,529
Change-19 (-1%)
Value$2.1M (-$176.9K)
Filed 2026-10-19
Thor Trading Advisors, LLC
INCREASED
Shares3,493 from 2,167
Change+1,326 (+61%)
Value$2.1M (+$705.9K)
Filed 2026-11-05
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares3,434 from 3,472
Change-38 (-1%)
Value$2.1M (-$185.9K)
Filed 2026-10-23
Independent Solutions Wealth Management, LLC
INCREASED
Shares3,430 from 3,381
Change+49 (+1%)
Value$2.1M (-$128.7K)
Filed 2026-10-28
Quattro Financial Advisors LLC
DECREASED
Shares3,427 from 5,790
Change-2,363 (-41%)
Value$2.1M (-$1.7M)
Filed 2026-10-15
Ritholtz Wealth Management
DECREASED
Shares3,422 from 3,429
Change-7 (0%)
Value$2.1M (-$165.2K)
Filed 2026-11-05
Sawgrass Asset Management LLC
UNCHANGED
Shares3,400 from 3,400
Change0 (0%)
Value$2.1M (-$159.4K)
Filed 2026-11-03
Focus Financial Network, Inc.
INCREASED
Shares3,347 from 3,208
Change+139 (+4%)
Value$2.0M (-$66.1K)
Filed 2026-10-14
City Center Advisors, LLC
INCREASED
Shares3,323 from 3,140
Change+183 (+6%)
Value$2.0M (-$36.2K)
Filed 2026-10-08
Schuylkill Financial LLC
DECREASED
Shares3,323 from 3,449
Change-126 (-4%)
Value$2.0M (-$238.5K)
Filed 2026-10-21
Eagle Capital Management, LLC
INCREASED
Shares3,318 from 3,299
Change+19 (+1%)
Value$2.0K (-$143)
Filed 2026-10-19
Purus Wealth Management, LLC
DECREASED
Shares3,314 from 3,412
Change-98 (-3%)
Value$2.0M (-$219.7K)
Filed 2026-10-15
Berkshire Money Management, Inc.
NEW
Shares3,307
Change+3,307
Value$2.0M
Filed 2026-10-21
Keudell ison Wealth Management
UNCHANGED
Shares3,290 from 3,290
Change0 (0%)
Value$2.0M (-$154.3K)
Filed 2026-10-16
Compass Financial Management LLC
INCREASED
Shares3,251 from 3,207
Change+44 (+1%)
Value$2.0M (+$70.2K)
Filed 2026-10-30
SeaBridge Investment Advisors LLC
INCREASED
Shares3,132 from 2,097
Change+1,035 (+49%)
Value$1.9M (+$532.0K)
Filed 2026-11-02
Mather Group, Llc.
DECREASED
Shares3,120 from 3,845
Change-725 (-19%)
Value$1.9M (-$621.7K)
Filed 2026-10-14
PKS Advisory Services, LLC
UNCHANGED
Shares3,118 from 3,118
Change0 (0%)
Value$2.0M ($0)
Filed 2026-10-26
Dagco, Inc.
INCREASED
Shares3,102 from 2,296
Change+806 (+35%)
Value$1.9M (+$383.2K)
Filed 2026-10-20
Focused Wealth Management, Inc
NEW
Shares3,100
Change+3,100
Value$1.9M
Filed 2026-10-30
Signature Equity Partners, LLC
INCREASED
Shares3,092 from 2,471
Change+621 (+25%)
Value$1.9M (+$262.3K)
Filed 2026-10-29
Cane Capital Partners, LLC
INCREASED
Shares3,082 from 2,201
Change+881 (+40%)
Value$1.9M (+$433.3K)
Filed 2026-10-23
Y-Intercept (Hong Kong) Ltd
NEW
Shares3,071
Change+3,071
Value$1.9M
Filed 2026-10-16
Soltis Investment Advisors LLC
DECREASED
Shares3,020 from 3,066
Change-46 (-1%)
Value$1.8M (-$171.7K)
Filed 2026-10-28
Lanark Financial, Inc.
DECREASED
Shares3,011 from 3,075
Change-64 (-2%)
Value$1.8M (-$183.2K)
Filed 2026-10-26
Venture Visionary Partners LLC
UNCHANGED
Shares2,985 from 2,985
Change0 (0%)
Value$1.8M (-$140.0K)
Filed 2026-10-07
Pines Wealth Management, LLC
INCREASED
Shares2,954 from 2,829
Change+125 (+4%)
Value$1.8M (-$56.5K)
Filed 2026-10-21
Seros Financial, LLC
INCREASED
Shares2,919 from 2,785
Change+134 (+5%)
Value$1.8M (-$49.0K)
Filed 2026-10-21
Integrated Advisors Network LLC
INCREASED
Shares2,905 from 2,229
Change+676 (+30%)
Value$1.8M (+$307.2K)
Filed 2026-10-20
Endowment Wealth Management, Inc.
INCREASED
Shares2,899 from 2,346
Change+553 (+24%)
Value$1.8M (+$226.8K)
Filed 2026-11-03
Encompass More Asset Management
INCREASED
Shares2,888 from 2,766
Change+122 (+4%)
Value$1.8M (-$55.4K)
Filed 2026-10-16
Integrity Wealth Advisors, Inc.
NEW
Shares2,830
Change+2,830
Value$1.7M
Filed 2026-10-29
Castleview Partners, LLC
INCREASED
Shares2,800 from 717
Change+2,083 (+291%)
Value$1.7M (+$1.2M)
Filed 2026-10-09
CDM Financial Counseling Services, Inc.
INCREASED
Shares2,792 from 2,690
Change+102 (+4%)
Value$1.7M (-$64.0K)
Filed 2026-10-15
Intrua Financial, LLC
DECREASED
Shares2,757 from 2,840
Change-83 (-3%)
Value$1.7M (-$183.7K)
Filed 2026-10-28
Cambridge Advisors Inc.
UNCHANGED
Shares2,754 from 2,754
Change0 (0%)
Value$1.7M (-$129.1K)
Filed 2026-10-19
Nations Financial Group Inc,
INCREASED
Shares2,753 from 2,071
Change+682 (+33%)
Value$1.7M (+$318.2K)
Filed 2026-11-05
Unique Wealth, LLC
DECREASED
Shares2,744 from 4,679
Change-1,935 (-41%)
Value$1.7M (-$1.4M)
Filed 2026-10-16
Welch Group, LLC
DECREASED
Shares2,719 from 2,722
Change-3 (0%)
Value$1.7M (-$129.5K)
Filed 2026-10-29
Mystic Asset Management, Inc.
INCREASED
Shares2,690 from 2,510
Change+180 (+7%)
Value$1.6M (-$8.1K)
Filed 2026-10-15
Global Assets Advisory, LLC
INCREASED
Shares2,689 from 2,649
Change+40 (+2%)
Value$1.7M (+$52.3K)
Filed 2026-10-28
Strategic Blueprint, LLC
INCREASED
Shares2,687 from 2,574
Change+113 (+4%)
Value$1.6M (-$51.9K)
Filed 2026-10-22
Brian LOW Financial Group, LLC
INCREASED
Shares2,629 from 2,561
Change+68 (+3%)
Value$1.6M (-$78.7K)
Filed 2026-10-28
Davenport & Co LLC
INCREASED
Shares2,622 from 2,338
Change+284 (+12%)
Value$1.6M (+$63.4K)
Filed 2026-10-14
MPS Loria Financial Planners, LLC
UNCHANGED
Shares2,612 from 2,612
Change0 (0%)
Value$1.6M (-$122.5K)
Filed 2026-10-14
J. Safra Sarasin Holding AG
INCREASED
Shares2,583 from 625
Change+1,958 (+313%)
Value$1.6M (+$1.2M)
Filed 2026-10-26
Investment Insight Wealth Management, LLC
INCREASED
Shares2,569 from 2,512
Change+57 (+2%)
Value$1.6M (-$82.9K)
Filed 2026-10-30
Laurel OAK Wealth Management, LLC
DECREASED
Shares2,541 from 2,815
Change-274 (-10%)
Value$1.5M (-$298.9K)
Filed 2026-10-19
Triad Wealth Partners, LLC
INCREASED
Shares2,509 from 1,194
Change+1,315 (+110%)
Value$1.5M (+$876.8K)
Filed 2026-10-26
Gruss & Co., LLC
INCREASED
Shares2,500 from 1,000
Change+1,500 (+150%)
Value$1.5M (+$866.6K)
Filed 2026-11-02
Cyndeo Wealth Partners, LLC
DECREASED
Shares2,482 from 2,647
Change-165 (-6%)
Value$1.5M (-$224.7K)
Filed 2026-10-16
LVM Capital Management LTD
UNCHANGED
Shares2,460 from 2,460
Change0 (0%)
Value$1.5M (+$1.5M)
Filed 2026-10-20
Murphy & Mullick Capital Management Corp
INCREASED
Shares2,444 from 2,337
Change+107 (+5%)
Value$1.5M (-$43.2K)
Filed 2026-11-02
E&G Advisors, LLC
UNCHANGED
Shares2,444 from 2,444
Change0 (0%)
Value$1.5M (-$114.6K)
Filed 2026-10-13
Facet Wealth, Inc.
INCREASED
Shares2,438 from 1,794
Change+644 (+36%)
Value$1.5M (+$308.1K)
Filed 2026-11-04
Ashton Thomas Private Wealth, LLC
DECREASED
Shares2,422 from 7,149
Change-4,727 (-66%)
Value$1.5M (-$3.2M)
Filed 2026-11-03
Biltmore Family Office, LLC
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$1.5M (-$112.5K)
Filed 2026-11-03
Langley Wealth Management, LLC
INCREASED
Shares2,399 from 2,353
Change+46 (+2%)
Value$1.5M (-$82.3K)
Filed 2026-11-04
Uhlmann Price Securities, LLC
UNCHANGED
Shares2,382 from 2,382
Change0 (0%)
Value$1.5M (-$111.7K)
Filed 2026-11-03
Boyce & Associates Wealth Consulting, Inc.
INCREASED
Shares2,362 from 351
Change+2,011 (+573%)
Value$1.4M (+$1.2M)
Filed 2026-10-14
Elm3 Financial Group, LLC
DECREASED
Shares2,361 from 2,381
Change-20 (-1%)
Value$1.4M (-$123.5K)
Filed 2026-10-07
Wedmont Private Capital
DECREASED
Shares2,343 from 4,203
Change-1,860 (-44%)
Value$1.4M (-$1.1M)
Filed 2026-10-09
Rakuten Securities, Inc.
DECREASED
Shares2,271 from 2,938
Change-667 (-23%)
Value$1.4M (-$544.0K)
Filed 2026-11-02
Lodestar Private Asset Management LLC
INCREASED
Shares2,222 from 2,117
Change+105 (+5%)
Value$1.4M (-$35.3K)
Filed 2026-10-26
Greater Midwest Financial Group, LLC
DECREASED
Shares2,206 from 2,305
Change-99 (-4%)
Value$1.3M (-$168.3K)
Filed 2026-10-13
Holland Advisory Services, Inc.
INCREASED
Shares2,194 from 1,876
Change+318 (+17%)
Value$1.3M (+$105.5K)
Filed 2026-10-26
Signature Estate & Investment Advisors LLC
INCREASED
Shares2,174 from 1,899
Change+275 (+14%)
Value$1.3M (+$78.4K)
Filed 2026-10-13
Visionary Wealth Advisors
INCREASED
Shares2,166 from 1,967
Change+199 (+10%)
Value$1.3M (+$29.0K)
Filed 2026-11-04
Mirador Capital Partners LP
INCREASED
Shares2,164 from 1,943
Change+221 (+11%)
Value$1.3M (+$43.5K)
Filed 2026-10-09
Guardian Asset Advisors, LLC
INCREASED
Shares2,162 from 2,109
Change+53 (+3%)
Value$1.3M (-$66.8K)
Filed 2026-10-16
Princeton Global Asset Management LLC
INCREASED
Shares2,158 from 2,135
Change+23 (+1%)
Value$1.3M (-$86.1K)
Filed 2026-10-21
Arwa LLC
INCREASED
Shares2,138 from 2,029
Change+109 (+5%)
Value$1.3M (+$103.1K)
Filed 2026-10-21
Tcfg Investment Advisors, LLC
INCREASED
Shares2,133 from 2,125
Change+8 (+0%)
Value$1.3M (-$94.8K)
Filed 2026-10-20
Armstrong Advisory Group, Inc
DECREASED
Shares2,095 from 2,176
Change-81 (-4%)
Value$1.3M (-$151.4K)
Filed 2026-10-09
Shuttleworth & Co
INCREASED
Shares2,090 from 1,832
Change+258 (+14%)
Value$1.3M (+$71.2K)
Filed 2026-10-30
Beacon Financial Planning, Inc
DECREASED
Shares2,072 from 2,073
Change-1 (0%)
Value$1.3M (-$97.8K)
Filed 2026-11-04
Redhawk Wealth Advisors, Inc.
INCREASED
Shares2,061 from 1,641
Change+420 (+26%)
Value$1.3M (+$178.8K)
Filed 2026-10-14
Independence Bank of Kentucky
DECREASED
Shares2,060 from 2,085
Change-25 (-1%)
Value$1.3M (-$113.0K)
Filed 2026-10-26
Argyle Capital Partners, LLC
DECREASED
Shares2,034 from 2,088
Change-54 (-3%)
Value$1.2M (-$130.6K)
Filed 2026-10-23
Financial Perspectives, Inc
DECREASED
Shares2,028 from 2,693
Change-665 (-25%)
Value$1.2M (-$531.3K)
Filed 2026-11-03
Meriwether Wealth & Planning, LLC
INCREASED
Shares2,001 from 1,728
Change+273 (+16%)
Value$1.2M (+$85.2K)
Filed 2026-10-13
WealthBridge Capital Management, LLC
DECREASED
Shares1,996 from 2,061
Change-65 (-3%)
Value$1.2M (-$136.2K)
Filed 2026-10-16
Cpwa, LLC
INCREASED
Shares1,992 from 1,926
Change+66 (+3%)
Value$1.2M (-$86.5K)
Filed 2026-11-04
Total Clarity Wealth Management, Inc.
DECREASED
Shares1,976 from 2,490
Change-514 (-21%)
Value$1.2M (-$429.8K)
Filed 2026-10-26
LJI Wealth Management, LLC
DECREASED
Shares1,959 from 2,005
Change-46 (-2%)
Value$1.2M (-$122.0K)
Filed 2026-10-28
Clark Asset Management, LLC
DECREASED
Shares1,955 from 2,169
Change-214 (-10%)
Value$1.2M (-$231.8K)
Filed 2026-10-19
Consolidated Capital Management, LLC
DECREASED
Shares1,955 from 1,978
Change-23 (-1%)
Value$1.2M (-$106.7K)
Filed 2026-10-13
Verus Capital Partners, LLC
INCREASED
Shares1,950 from 1,201
Change+749 (+62%)
Value$1.2M (+$399.8K)
Filed 2026-11-03
KG Capital Management
INCREASED
Shares1,947 from 1,877
Change+70 (+4%)
Value$1.2M (-$45.4K)
Filed 2026-10-15
Annex Advisory Services, LLC
DECREASED
Shares1,944 from 2,009
Change-65 (-3%)
Value$1.2M (-$133.7K)
Filed 2026-10-16
Buck Wealth Strategies, LLC
INCREASED
Shares1,930 from 1,525
Change+405 (+27%)
Value$1.2M (+$175.4K)
Filed 2026-10-28
AdvisorNet Financial, Inc
INCREASED
Shares1,926 from 1,674
Change+252 (+15%)
Value$1.1M (-$10.6K)
Filed 2026-10-15
CWS Financial Advisors, LLC
UNCHANGED
Shares1,926 from 1,926
Change0 (0%)
Value$1.2M (-$90.3K)
Filed 2026-10-16
Alchemi Wealth, LLC
DECREASED
Shares1,923 from 3,668
Change-1,745 (-48%)
Value$1.2M (-$1.2M)
Filed 2026-11-04
Valeo Financial Advisors, LLC
INCREASED
Shares1,903 from 1,847
Change+56 (+3%)
Value$1.2M (-$52.5K)
Filed 2026-10-08
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares1,898 from 4,294
Change-2,396 (-56%)
Value$1.2M (-$1.7M)
Filed 2026-10-14
Bank of New York Mellon Corp
INCREASED
Shares1,867 from 1,501
Change+366 (+24%)
Value$1.1M (+$152.8K)
Filed 2026-11-05
Almanack Investment Partners, Llc.
DECREASED
Shares1,852 from 2,546
Change-694 (-27%)
Value$1.1M (-$542.2K)
Filed 2026-11-03
RDA Financial Network
INCREASED
Shares1,837 from 1,562
Change+275 (+18%)
Value$1.1M (+$94.2K)
Filed 2026-10-15
KPP Advisory Services LLC
DECREASED
Shares1,811 from 2,030
Change-219 (-11%)
Value$1.1M (-$228.6K)
Filed 2026-10-26
Advisor OS, LLC
DECREASED
Shares1,808 from 1,875
Change-67 (-4%)
Value$1.1M (-$128.7K)
Filed 2026-11-03
Investment Management Corp
DECREASED
Shares1,807 from 1,841
Change-34 (-2%)
Value$1.1M (-$107.1K)
Filed 2026-11-03
Sagespring Wealth Partners, LLC
INCREASED
Shares1,794 from 610
Change+1,184 (+194%)
Value$1.1M (+$692.2K)
Filed 2026-10-22
Advisory Solutions Group, LLC
INCREASED
Shares1,793 from 797
Change+996 (+125%)
Value$1.1M (+$569.4K)
Filed 2026-10-14
Ndwm LLC
NEW
Shares1,791
Change+1,791
Value$1.1M
Filed 2026-11-05
Midwest Financial Group LLC
DECREASED
Shares1,790 from 1,990
Change-200 (-10%)
Value$1.1M (-$215.1K)
Filed 2026-10-15
Integrity Investment Advisors, LLC
UNCHANGED
Shares1,789 from 1,789
Change0 (0%)
Value$1.1M (-$83.9K)
Filed 2026-11-03
Beaumont Asset Management, L.L.C.
INCREASED
Shares1,777 from 1,735
Change+42 (+2%)
Value$1.1M (-$55.8K)
Filed 2026-10-16
Matauro, LLC
DECREASED
Shares1,740 from 1,753
Change-13 (-1%)
Value$1.1M (-$90.1K)
Filed 2026-11-03
Eclectic Associates Inc
DECREASED
Shares1,737 from 2,352
Change-615 (-26%)
Value$1.1M (-$484.7K)
Filed 2026-10-09
Titleist Asset Management, LLC
INCREASED
Shares1,732 from 1,284
Change+448 (+35%)
Value$1.1M (+$212.4K)
Filed 2026-10-08
Elevate Capital Advisors, LLC
NEW
Shares1,724
Change+1,724
Value$1.1M
Filed 2026-11-02
Lewis Asset Management, LLC
INCREASED
Shares1,705 from 1,640
Change+65 (+4%)
Value$1.0M (-$37.3K)
Filed 2026-10-14
Compagnie Lombard Odier SCmA
INCREASED
Shares1,704 from 738
Change+966 (+131%)
Value$1.0M (+$553.7K)
Filed 2026-11-04
Center For Asset Management LLC
INCREASED
Shares1,700 from 644
Change+1,056 (+164%)
Value$1.0M (+$612.9K)
Filed 2026-10-16
Cathy Pareto & Associates, Inc
INCREASED
Shares1,692 from 1,426
Change+266 (+19%)
Value$1.0M (+$94.7K)
Filed 2026-10-15
Sageworth Trust Co
INCREASED
Shares1,687 from 1,557
Change+130 (+8%)
Value$1.0M (+$6.2K)
Filed 2026-10-30
Washington Growth Strategies LLC
NEW
Shares1,680
Change+1,680
Value$1.0M
Filed 2026-10-19
Capital Investment Advisors, LLC
DECREASED
Shares1,645 from 1,661
Change-16 (-1%)
Value$1.0M (-$87.6K)
Filed 2026-10-22
Highline Wealth Partners LLC
INCREASED
Shares1,629 from 1,469
Change+160 (+11%)
Value$992.1K (+$28.6K)
Filed 2026-10-19
Value Investment Professionals, LLC
DECREASED
Shares1,628 from 2,033
Change-405 (-20%)
Value$991.3K (-$342.0K)
Filed 2026-10-13
Twelve Points Wealth Management LLC
NEW
Shares1,600
Change+1,600
Value$836.0K
Filed 2026-11-03
Private Client Services, LLC
INCREASED
Shares1,596 from 1,369
Change+227 (+17%)
Value$972.0K (+$74.2K)
Filed 2026-10-02
RMR Wealth Builders
DECREASED
Shares1,575 from 1,855
Change-280 (-15%)
Value$959.0K (-$258.0K)
Filed 2026-10-22
Vaughan David Investments LLC
INCREASED
Shares1,558 from 1,503
Change+55 (+4%)
Value$949 (-$985.1K)
Filed 2026-11-05
Ebert Capital Management Inc.
INCREASED
Shares1,557 from 493
Change+1,064 (+216%)
Value$948.2K (+$624.9K)
Filed 2026-10-08
Oak Grove Capital LLC
INCREASED
Shares1,550 from 950
Change+600 (+63%)
Value$944.0K (+$320.9K)
Filed 2026-10-09
Tritonpoint Wealth, LLC
INCREASED
Shares1,543 from 1,528
Change+15 (+1%)
Value$940.0K (-$62.5K)
Filed 2026-10-19
Greystone Financial Group, LLC
DECREASED
Shares1,532 from 1,557
Change-25 (-2%)
Value$933.0K (-$88.2K)
Filed 2026-10-26
Colonial River Investments, LLC
INCREASED
Shares1,519 from 1,362
Change+157 (+12%)
Value$925.3K (+$31.7K)
Filed 2026-10-19
Meredith Wealth Planning
DECREASED
Shares1,485 from 1,496
Change-11 (-1%)
Value$904.1K (-$77.1K)
Filed 2026-10-14
Signaturefd, LLC
INCREASED
Shares1,462 from 1,457
Change+5 (+0%)
Value$890.4K (-$65.2K)
Filed 2026-10-23
Union Bancaire Privee, UBP SA
DECREASED
Shares1,460 from 15,003
Change-13,543 (-90%)
Value$886.1K (-$7.0M)
Filed 2026-11-04
Canvas Wealth Advisors, LLC
INCREASED
Shares1,458 from 1,361
Change+97 (+7%)
Value$818.7K (-$73.7K)
Filed 2026-11-02
Turning Point Benefit Group, Inc.
DECREASED
Shares1,442 from 1,470
Change-28 (-2%)
Value$890.9K (-$73.3K)
Filed 2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares1,440 from 1,330
Change+110 (+8%)
Value$877.0K (+$4.6K)
Filed 2026-10-27
WealthCare Investment Partners, LLC
DECREASED
Shares1,434 from 1,455
Change-21 (-1%)
Value$873.7K (-$81.0K)
Filed 2026-11-05
Patten & Patten Inc
DECREASED
Shares1,425 from 1,947
Change-522 (-27%)
Value$867.9K (-$409.2K)
Filed 2026-10-26
Montis Financial, LLC
UNCHANGED
Shares1,423 from 1,423
Change0 (0%)
Value$866.3K (-$66.7K)
Filed 2026-11-04
Citizens Financial Group Inc
INCREASED
Shares1,421 from 1,235
Change+186 (+15%)
Value$865.4K (+$55.4K)
Filed 2026-10-23
Pioneer Family Office, LLC
DECREASED
Shares1,420 from 1,495
Change-75 (-5%)
Value$864.6K (-$115.9K)
Filed 2026-10-30
May Hill Capital, LLC
UNCHANGED
Shares1,418 from 1,418
Change0 (0%)
Value$863.6K (-$66.5K)
Filed 2026-11-03
Obermeyer Wealth Partners
DECREASED
Shares1,417 from 1,483
Change-66 (-4%)
Value$863.0K (-$109.7K)
Filed 2026-10-21
IPG Investment Advisors LLC
DECREASED
Shares1,409 from 1,429
Change-20 (-1%)
Value$858.1K (-$79.2K)
Filed 2026-10-30
Trueblood Wealth Management, LLC
UNCHANGED
Shares1,403 from 1,403
Change0 (0%)
Value$854.6K (-$65.8K)
Filed 2026-10-23
Guyasuta Investment Advisors Inc
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$852.6K (-$65.6K)
Filed 2026-10-15
Wealth Advisory Team LLC
UNCHANGED
Shares1,395 from 1,395
Change0 (0%)
Value$849.5K (-$65.4K)
Filed 2026-11-05
Echo45 Advisors LLC
NEW
Shares1,381
Change+1,381
Value$841.0K
Filed 2026-10-07
Klingman & Associates, LLC
DECREASED
Shares1,369 from 1,398
Change-29 (-2%)
Value$833.7K (-$83.2K)
Filed 2026-10-20
Mattern Wealth Management LLC
INCREASED
Shares1,365 from 1,364
Change+1 (+0%)
Value$831.3K (-$63.3K)
Filed 2026-11-04
Northwest Wealth Advisors, LLC
INCREASED
Shares1,362 from 1,222
Change+140 (+11%)
Value$829.2K (+$27.7K)
Filed 2026-11-02
J. Derek Lewis & Associates Inc.
INCREASED
Shares1,362 from 1,306
Change+56 (+4%)
Value$829.5K (-$27.1K)
Filed 2026-11-03
Seamount Financial Group Inc
DECREASED
Shares1,356 from 1,424
Change-68 (-5%)
Value$825.6K (-$108.2K)
Filed 2026-10-21
BFI Infinity Ltd.
UNCHANGED
Shares1,341 from 1,341
Change0 (0%)
Value$816.7K (-$62.9K)
Filed 2026-10-16
Winthrop Advisory Group LLC
DECREASED
Shares1,334 from 1,632
Change-298 (-18%)
Value$812.6K (-$257.7K)
Filed 2026-10-22
Howard Financial Services, Ltd.
UNCHANGED
Shares1,330 from 1,330
Change0 (0%)
Value$809.8K (-$62.3K)
Filed 2026-10-15
High Net Worth Advisory Group LLC
INCREASED
Shares1,310 from 371
Change+939 (+253%)
Value$797.8K (+$554.5K)
Filed 2026-10-26
Premier Path Wealth Partners, LLC
UNCHANGED
Shares1,305 from 1,305
Change0 (0%)
Value$795.0K (-$61.2K)
Filed 2026-10-16
WJ Wealth Management, LLC
DECREASED
Shares1,299 from 1,896
Change-597 (-31%)
Value$791.1K (-$452.5K)
Filed 2026-11-03
Nvwm, LLC
INCREASED
Shares1,296 from 1,279
Change+17 (+1%)
Value$789.3K (-$49.6K)
Filed 2026-10-14
Detalus Advisors, LLC
DECREASED
Shares1,292 from 1,402
Change-110 (-8%)
Value$786.8K (-$132.7K)
Filed 2026-10-15
Kingdom Financial Group Llc.
DECREASED
Shares1,288 from 2,048
Change-760 (-37%)
Value$784.5K (-$558.5K)
Filed 2026-11-04
Trek Financial, LLC
INCREASED
Shares1,272 from 1,261
Change+11 (+1%)
Value$774.6K (-$52.4K)
Filed 2026-10-29
JSF Financial, LLC
INCREASED
Shares1,261 from 1,193
Change+68 (+6%)
Value$768.1K (-$14.5K)
Filed 2026-10-22
Rational Advisors, Inc.
INCREASED
Shares1,235 from 753
Change+482 (+64%)
Value$752.1K (+$258.2K)
Filed 2026-11-02
Cascade Investment Group, Inc.
DECREASED
Shares1,218 from 1,230
Change-12 (-1%)
Value$741.8K (-$65.0K)
Filed 2026-10-13
Fairfield Financial Advisors, LTD
UNCHANGED
Shares1,213 from 1,213
Change0 (0%)
Value$738.6K (-$56.9K)
Filed 2026-10-14
Register Financial Advisors LLC
INCREASED
Shares1,204 from 1,172
Change+32 (+3%)
Value$733.2K (-$35.5K)
Filed 2026-10-23
Maia Wealth LLC
INCREASED
Shares1,203 from 1,163
Change+40 (+3%)
Value$732.6K (-$30.2K)
Filed 2026-10-19
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares1,200 from 1,404
Change-204 (-15%)
Value$730.8K (-$190.1K)
Filed 2026-11-04
Welch & Forbes LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$730.8K (-$56.3K)
Filed 2026-11-04
Advisor Resource Council
DECREASED
Shares1,195 from 1,599
Change-404 (-25%)
Value$757.7K (-$208.8K)
Filed 2026-11-05
Brady Martz Wealth Solutions, LLC
UNCHANGED
Shares1,195 from 1,195
Change0 (0%)
Value$727.8K (-$56.0K)
Filed 2026-11-05
Grimes & Co Wealth Management, LLC
DECREASED
Shares1,180 from 1,222
Change-42 (-3%)
Value$718.9K (-$82.9K)
Filed 2026-10-29
GK Wealth Management LLC
DECREASED
Shares1,175 from 1,791
Change-616 (-34%)
Value$715.4K (-$460.1K)
Filed 2026-10-09
IMG Wealth Management, Inc.
DECREASED
Shares1,167 from 1,208
Change-41 (-3%)
Value$710.7K (-$81.6K)
Filed 2026-10-27
GEM Asset Management, LLC
INCREASED
Shares1,164 from 883
Change+281 (+32%)
Value$708.6K (+$129.7K)
Filed 2026-10-13
Montecito Bank & Trust
DECREASED
Shares1,164 from 1,224
Change-60 (-5%)
Value$708.9K (-$93.9K)
Filed 2026-10-01
Outlook Wealth Advisors, LLC
INCREASED
Shares1,162 from 1,161
Change+1 (+0%)
Value$707.5K (-$53.8K)
Filed 2026-10-28
Arlington Capital Management Inc
DECREASED
Shares1,161 from 1,181
Change-20 (-2%)
Value$706.8K (-$67.5K)
Filed 2026-10-30
Wealth Dimensions Group, Ltd.
UNCHANGED
Shares1,153 from 1,153
Change0 (0%)
Value$702.2K (-$54.1K)
Filed 2026-11-02
Kestra Investment Management, LLC
NEW
Shares1,150
Change+1,150
Value$700.6K
Filed 2026-11-04
Rhodes Investment Advisors Inc
INCREASED
Shares1,148 from 878
Change+270 (+31%)
Value$699.1K (+$123.3K)
Filed 2026-10-07
Angeles Wealth Management, LLC
UNCHANGED
Shares1,147 from 1,147
Change0 (0%)
Value$698.5K (-$53.8K)
Filed 2026-10-26
Evanson Financial, LLC
UNCHANGED
Shares1,133 from 1,133
Change0 (0%)
Value$689.9K (-$53.1K)
Filed 2026-10-23
James J. Burns & Company, LLC
INCREASED
Shares1,132 from 1,127
Change+5 (+0%)
Value$689.7K (-$49.8K)
Filed 2026-10-22
Silver Grove Financial Group, Inc.
INCREASED
Shares1,127 from 558
Change+569 (+102%)
Value$686.3K (+$320.4K)
Filed 2026-11-05
Simon Quick Advisors, LLC
INCREASED
Shares1,127 from 1,126
Change+1 (+0%)
Value$686.4K (-$52.2K)
Filed 2026-10-26
Tempus Wealth Planning, LLC
UNCHANGED
Shares1,123 from 1,123
Change0 (0%)
Value$684.0K (-$52.7K)
Filed 2026-10-14
Avantax Planning Partners, Inc.
DECREASED
Shares1,114 from 1,303
Change-189 (-14%)
Value$678.2K (-$176.1K)
Filed 2026-11-03
Quantum Private Wealth, LLC
UNCHANGED
Shares1,094 from 1,094
Change0 (0%)
Value$666.2K (-$51.3K)
Filed 2026-10-20
Insight Advisors, LLC/ PA
DECREASED
Shares1,090 from 2,089
Change-999 (-48%)
Value$663.6K (-$706.5K)
Filed 2026-10-22
MMA Asset Management LLC
UNCHANGED
Shares1,078 from 1,078
Change0 (0%)
Value$656.5K (-$50.5K)
Filed 2026-11-02
Stiles Financial Services Inc
INCREASED
Shares1,066 from 1,014
Change+52 (+5%)
Value$649.4K (-$15.7K)
Filed 2026-10-30
Wavvest Wealth LLC
NEW
Shares1,061
Change+1,061
Value$646.1K
Filed 2026-10-21
United Advisor Group, LLC
INCREASED
Shares1,059 from 956
Change+103 (+11%)
Value$644.9K (+$17.9K)
Filed 2026-11-03
Platform Technology Partners
INCREASED
Shares1,056 from 1,019
Change+37 (+4%)
Value$642.9K (-$25.4K)
Filed 2026-11-02
Two West Capital Advisors LLC
INCREASED
Shares1,053 from 1,002
Change+51 (+5%)
Value$639.1K (+$79.1K)
Filed 2026-10-15
Markowski Investments
INCREASED
Shares1,050 from 1,000
Change+50 (+5%)
Value$639.7K (-$16.5K)
Filed 2026-10-30
Ascent Wealth Partners, LLC
UNCHANGED
Shares1,047 from 1,047
Change0 (0%)
Value$637.6K (-$49.1K)
Filed 2026-10-23
OceanIQ Capital, LLC
INCREASED
Shares1,044 from 700
Change+344 (+49%)
Value$613.8K (+$212.7K)
Filed 2026-10-19
Key Client Fiduciary Advisors, LLC
UNCHANGED
Shares1,041 from 1,041
Change0 (0%)
Value$634.0K (-$48.8K)
Filed 2026-10-19
Lantern Wealth Advisors, LLC
INCREASED
Shares1,030 from 1,009
Change+21 (+2%)
Value$627.3K (-$34.5K)
Filed 2026-10-22
Investment Management Trust, LLC
INCREASED
Shares1,026 from 811
Change+215 (+27%)
Value$624.6K (+$92.9K)
Filed 2026-11-05
Compound Planning, Inc.
DECREASED
Shares1,020 from 1,101
Change-81 (-7%)
Value$621.1K (-$100.9K)
Filed 2026-11-05
Bell Investment Advisors, Inc
UNCHANGED
Shares1,014 from 1,014
Change0 (0%)
Value$617.6K (-$47.6K)
Filed 2026-10-29
GFS Advisors, LLC
INCREASED
Shares1,011 from 309
Change+702 (+227%)
Value$616.0K (-$275.1K)
Filed 2026-11-03
Ping Capital Management, Inc.
NEW
Shares1,000
Change+1,000
Value$609.0K
Filed 2026-10-13
SilverOak Wealth Management LLC
NEW
Shares998
Change+998
Value$607.8K
Filed 2026-10-29
Instrumental Wealth, LLC
INCREASED
Shares992 from 969
Change+23 (+2%)
Value$603.9K (-$31.6K)
Filed 2026-10-20
Semus Wealth Partners LLC
UNCHANGED
Shares989 from 989
Change0 (0%)
Value$602.2K (-$46.4K)
Filed 2026-10-22
Triumph Capital Management
DECREASED
Shares987 from 1,012
Change-25 (-2%)
Value$601.1K (-$62.7K)
Filed 2026-10-14
Keybank National Association
DECREASED
Shares980 from 1,192
Change-212 (-18%)
Value$596.8K (-$185.0K)
Filed 2026-11-04
Optivise Advisory Services LLC
DECREASED
Shares978 from 1,012
Change-34 (-3%)
Value$595.6K (-$68.2K)
Filed 2026-10-19
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares976 from 472
Change+504 (+107%)
Value$594.4K (+$284.8K)
Filed 2026-10-13
RFG - Bristol Wealth Advisors, LLC
UNCHANGED
Shares961 from 961
Change0 (0%)
Value$585.0K (-$45.0K)
Filed 2026-10-09
Aurora Private Wealth, Inc.
UNCHANGED
Shares958 from 958
Change0 (0%)
Value$584 (-$628.4K)
Filed 2026-10-20
Bosman Wealth Management, LLC
DECREASED
Shares957 from 971
Change-14 (-1%)
Value$582.8K (-$54.1K)
Filed 2026-10-28
Marathon Wealth Advisors LLC
INCREASED
Shares952 from 768
Change+184 (+24%)
Value$579.8K (+$76.0K)
Filed 2026-11-04
MRA Advisory Group
DECREASED
Shares938 from 984
Change-46 (-5%)
Value$571.2K (-$74.2K)
Filed 2026-10-07
Northern Capital Management, Inc.
DECREASED
Shares928 from 1,025
Change-97 (-9%)
Value$565.4K (-$107.2K)
Filed 2026-11-05
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares928 from 924
Change+4 (+0%)
Value$565.2K (-$40.9K)
Filed 2026-10-13
Archvest Wealth Advisors, Inc.
DECREASED
Shares925 from 1,098
Change-173 (-16%)
Value$563.1K (-$156.8K)
Filed 2026-10-29
Freedom Financial Partners LLC
UNCHANGED
Shares922 from 922
Change0 (0%)
Value$561.5K (-$43.2K)
Filed 2026-10-19
EverSource Wealth Advisors, LLC
INCREASED
Shares920 from 552
Change+368 (+67%)
Value$560.5K (+$198.6K)
Filed 2026-11-04
GSG Advisors LLC
INCREASED
Shares918 from 908
Change+10 (+1%)
Value$559.1K (-$36.5K)
Filed 2026-11-03
Birch Hill Investment Advisors LLC
INCREASED
Shares908 from 893
Change+15 (+2%)
Value$553.2K (-$32.8K)
Filed 2026-10-16
Financial Solutions Advisory Group, Inc.
UNCHANGED
Shares902 from 902
Change0 (0%)
Value$486.9K (-$61.3K)
Filed 2026-10-28
Benchmark Financial Wealth Advisors, LLC
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$548.4K (-$42.2K)
Filed 2026-10-20
BXM Wealth LLC
INCREASED
Shares894 from 893
Change+1 (+0%)
Value$544.4K (-$41.3K)
Filed 2026-11-03
AlphaStar Capital Management, LLC
INCREASED
Shares891 from 796
Change+95 (+12%)
Value$542.6K (+$20.2K)
Filed 2026-10-16
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares889 from 4,156
Change-3,267 (-79%)
Value$541.4K (-$2.2M)
Filed 2026-10-26
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares887 from 887
Change0 (0%)
Value$540.2K (-$41.6K)
Filed 2026-10-29
HF Advisory Group, LLC
INCREASED
Shares876 from 870
Change+6 (+1%)
Value$533.6K (-$36.7K)
Filed 2026-10-09
Capital Wealth Alliance, LLC
UNCHANGED
Shares863 from 863
Change0 (0%)
Value$525.6K (-$40.5K)
Filed 2026-10-20
Jacobi Capital Management LLC
DECREASED
Shares859 from 1,084
Change-225 (-21%)
Value$523.2K (-$187.9K)
Filed 2026-11-05
EdgeRock Capital LLC
DECREASED
Shares858 from 960
Change-102 (-11%)
Value$522.8K (-$106.6K)
Filed 2026-11-03
Weaver Consulting Group
INCREASED
Shares856 from 854
Change+2 (+0%)
Value$521.3K (-$38.8K)
Filed 2026-10-07
Kathmere Capital Management, LLC
DECREASED
Shares855 from 921
Change-66 (-7%)
Value$520.8K (-$83.3K)
Filed 2026-10-20
Charles Schwab Trust Co
DECREASED
Shares850 from 1,000
Change-150 (-15%)
Value$517.7K (-$138.2K)
Filed 2026-10-15
Regions Financial Corp
INCREASED
Shares849 from 717
Change+132 (+18%)
Value$517.0K (+$46.8K)
Filed 2026-11-05
Aspen Investment Management Inc
DECREASED
Shares848 from 878
Change-30 (-3%)
Value$516 (-$60)
Filed 2026-11-05
Indivisible Partners
INCREASED
Shares847 from 842
Change+5 (+1%)
Value$515.9K (-$36.4K)
Filed 2026-10-26
Integrity Advisory Solutions, LLC
INCREASED
Shares838 from 564
Change+274 (+49%)
Value$510.9K (+$141.0K)
Filed 2026-10-29
RED Lighthouse Investment Management, LLC
UNCHANGED
Shares838 from 838
Change0 (0%)
Value$510.3K (-$39.3K)
Filed 2026-11-02
Abound Wealth Management
INCREASED
Shares835 from 825
Change+10 (+1%)
Value$508.3K (-$32.6K)
Filed 2026-10-26
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares833 from 696
Change+137 (+20%)
Value$507.3K (+$50.8K)
Filed 2026-10-14
Total Wealth Planning & Management, Inc.
INCREASED
Shares833 from 762
Change+71 (+9%)
Value$507.3K (+$7.5K)
Filed 2026-10-23
Retirement Planning Co of New England, Inc.
DECREASED
Shares830 from 880
Change-50 (-6%)
Value$505.3K (-$71.7K)
Filed 2026-10-15
CPC Advisors, LLC
NEW
Shares806
Change+806
Value$490.9K
Filed 2026-10-21
Aegis Wealth Management, Inc.
INCREASED
Shares806 from 559
Change+247 (+44%)
Value$490.9K (+$124.2K)
Filed 2026-10-26
United Asset Strategies, Inc.
INCREASED
Shares806 from 796
Change+10 (+1%)
Value$490.9K (-$31.2K)
Filed 2026-10-28
Riverchase Wealth Management, LLC
DECREASED
Shares801 from 913
Change-112 (-12%)
Value$487.6K (-$111.0K)
Filed 2026-10-28
Mine & Arao Wealth Creation & Management, Llc.
NEW
Shares800
Change+800
Value$487.2K
Filed 2026-10-29
Heritage Wealth Management, Inc.
DECREASED
Shares800 from 825
Change-25 (-3%)
Value$487.2K (-$53.9K)
Filed 2026-10-28
Bank & Trust Co
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$487.2K (-$37.5K)
Filed 2026-10-07
Root Financial Partners, LLC
INCREASED
Shares798 from 361
Change+437 (+121%)
Value$485.8K (+$249.3K)
Filed 2026-10-21
National Wealth Management Group, LLC
INCREASED
Shares796 from 548
Change+248 (+45%)
Value$484.8K (+$125.3K)
Filed 2026-10-26
Tortuga Wealth Management, Inc
DECREASED
Shares796 from 822
Change-26 (-3%)
Value$485.6K (-$53.9K)
Filed 2026-10-27
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares796 from 796
Change0 (0%)
Value$484.8K (-$37.3K)
Filed 2026-10-23
SAX Wealth Advisors, LLC
NEW
Shares792
Change+792
Value$482.3K
Filed 2026-10-13
Syntegra Private Wealth Group, LLC
DECREASED
Shares792 from 801
Change-9 (-1%)
Value$482.4K (-$43.0K)
Filed 2026-10-13
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares785 from 785
Change0 (0%)
Value$478.1K (-$36.8K)
Filed 2026-10-27
XML Financial, LLC
INCREASED
Shares782 from 697
Change+85 (+12%)
Value$476.2K (+$19.1K)
Filed 2026-10-29
Insight Wealth Strategies, LLC
DECREASED
Shares781 from 935
Change-154 (-16%)
Value$475.5K (-$104.5K)
Filed 2026-10-09
Gradient Investments LLC
NEW
Shares778
Change+778
Value$474.0K
Filed 2026-10-08
Asset Planning Services Inc
DECREASED
Shares777 from 784
Change-7 (-1%)
Value$473 (-$513.5K)
Filed 2026-10-15
Zullo Investment Group, Inc.
UNCHANGED
Shares773 from 773
Change0 (0%)
Value$471.1K (-$36.3K)
Filed 2026-10-20
Mcdonald Partners LLC
INCREASED
Shares769 from 619
Change+150 (+24%)
Value$468.3K (+$62.3K)
Filed 2026-11-03
Costello Asset Management, Inc
INCREASED
Shares767 from 765
Change+2 (+0%)
Value$466.9K (-$34.6K)
Filed 2026-10-30
Burney Co/
INCREASED
Shares766 from 724
Change+42 (+6%)
Value$466.5K (-$8.4K)
Filed 2026-10-15
Thompson Davis & Co., Inc.
DECREASED
Shares761 from 2,701
Change-1,940 (-72%)
Value$463.6K (-$1.3M)
Filed 2026-11-05
Aafmaa Wealth Management & Trust LLC
DECREASED
Shares752 from 772
Change-20 (-3%)
Value$458.0K (-$48.4K)
Filed 2026-10-14
Quantum Financial Partners LLC
DECREASED
Shares748 from 772
Change-24 (-3%)
Value$455.3K (-$50.8K)
Filed 2026-10-19
SP Asset Management LLC
UNCHANGED
Shares727 from 727
Change0 (0%)
Value$442.7K (-$34.1K)
Filed 2026-11-05
Seelaus Asset Management LLC
DECREASED
Shares720 from 920
Change-200 (-22%)
Value$438.5K (-$164.9K)
Filed 2026-10-14
Verdence Capital Advisors LLC
INCREASED
Shares720 from 603
Change+117 (+19%)
Value$438.5K (+$43.0K)
Filed 2026-10-26
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares717 from 717
Change0 (0%)
Value$436.7K (-$33.6K)
Filed 2026-10-16
TritonPoint Partners, LLC
DECREASED
Shares715 from 1,528
Change-813 (-53%)
Value$435.7K (-$566.8K)
Filed 2026-11-05
Rockwood Wealth Management, LLC
INCREASED
Shares715 from 714
Change+1 (+0%)
Value$435.3K (-$32.8K)
Filed 2026-10-27
Wespac Advisors, LLC
DECREASED
Shares709 from 711
Change-2 (0%)
Value$431.8K (-$34.6K)
Filed 2026-10-26
Hengehold Capital Management LLC
NEW
Shares704
Change+704
Value$428.9K
Filed 2026-10-16
Comprehensive Financial Planning, Inc.
DECREASED
Shares700 from 2,221
Change-1,521 (-68%)
Value$426.3K (-$1.0M)
Filed 2026-10-27
Independent Wealth Network Inc.
INCREASED
Shares697 from 682
Change+15 (+2%)
Value$424.7K (-$22.5K)
Filed 2026-10-19
Crestwood Advisors Group, LLC
DECREASED
Shares696 from 721
Change-25 (-3%)
Value$423.9K (-$49.0K)
Filed 2026-10-27
Investment House LLC
INCREASED
Shares691 from 521
Change+170 (+33%)
Value$420.8K (+$79.1K)
Filed 2026-10-21
Family Office Research LLC
UNCHANGED
Shares686 from 686
Change0 (0%)
Value$417.9K (-$32.2K)
Filed 2026-10-14
StoryOne LLC
INCREASED
Shares684 from 334
Change+350 (+105%)
Value$416.7K (+$197.6K)
Filed 2026-10-13
Balboa Wealth Partners
INCREASED
Shares684 from 638
Change+46 (+7%)
Value$416.8K (-$1.8K)
Filed 2026-10-20
Capital Investment Advisory Services, LLC
UNCHANGED
Shares681 from 681
Change0 (0%)
Value$414.4K (-$32.3K)
Filed 2026-10-30
Dutch Asset Corp
INCREASED
Shares676 from 541
Change+135 (+25%)
Value$412.0K (+$56.8K)
Filed 2026-10-20
LongView Wealth Management
INCREASED
Shares676 from 625
Change+51 (+8%)
Value$411.7K (+$1.8K)
Filed 2026-10-19
Merkkuri Wealth Advisors LLC
UNCHANGED
Shares676 from 676
Change0 (0%)
Value$411.7K (-$31.7K)
Filed 2026-11-03
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares675 from 675
Change0 (0%)
Value$411.1K (-$31.7K)
Filed 2026-10-27
Elevatus Welath Management
INCREASED
Shares673 from 593
Change+80 (+13%)
Value$409.6K (+$20.9K)
Filed 2026-10-19
Farmers & Merchants Trust Co of Long Beach
UNCHANGED
Shares671 from 671
Change0 (0%)
Value$408.6K (-$31.5K)
Filed 2026-10-22
Braeburn Wealth Management LLC
INCREASED
Shares667 from 637
Change+30 (+5%)
Value$406.0K (-$11.6K)
Filed 2026-10-15
McAdam, LLC
INCREASED
Shares665 from 578
Change+87 (+15%)
Value$404.7K (+$25.6K)
Filed 2026-10-21
Westhampton Capital, LLC
INCREASED
Shares665 from 655
Change+10 (+2%)
Value$405.0K (-$24.6K)
Filed 2026-10-30
Midwest Trust Co
INCREASED
Shares660 from 371
Change+289 (+78%)
Value$401.9K (+$158.6K)
Filed 2026-10-22
Blue Trust, Inc.
DECREASED
Shares658 from 701
Change-43 (-6%)
Value$400.5K (-$59.2K)
Filed 2026-10-15
Symphony Financial, Ltd. Co.
DECREASED
Shares656 from 680
Change-24 (-4%)
Value$399.6K (-$31.6K)
Filed 2026-10-22
Independent Wealth Advisors LLC
DECREASED
Shares656 from 675
Change-19 (-3%)
Value$399.4K (-$43.2K)
Filed 2026-10-27
RFG Holdings, Inc.
UNCHANGED
Shares656 from 656
Change0 (0%)
Value$399.5K (-$30.8K)
Filed 2026-10-30
Fiduciary Financial Group, LLC
INCREASED
Shares652 from 395
Change+257 (+65%)
Value$397.1K (+$138.0K)
Filed 2026-10-13
Galvin, Gaustad & Stein, LLC
DECREASED
Shares648 from 18,457
Change-17,809 (-96%)
Value$394.7K (-$11.7M)
Filed 2026-10-08
Chesley Taft & Associates LLC
INCREASED
Shares647 from 529
Change+118 (+22%)
Value$394.0K (+$47.1K)
Filed 2026-10-13
CV Advisors LLC
UNCHANGED
Shares644 from 644
Change0 (0%)
Value$392.2K (-$30.2K)
Filed 2026-10-13
Apella Capital, LLC
INCREASED
Shares643 from 628
Change+15 (+2%)
Value$402.0K (+$36.8K)
Filed 2026-10-08
Thrive Wealth Management, LLC
INCREASED
Shares639 from 634
Change+5 (+1%)
Value$389.4K (-$26.8K)
Filed 2026-10-13
Modera Wealth Management, LLC
NEW
Shares635
Change+635
Value$386.7K
Filed 2026-10-28
Steinberg Asset Management LLC
UNCHANGED
Shares631 from 631
Change0 (0%)
Value$384.3K (-$29.6K)
Filed 2026-10-29
Searle & Co.
UNCHANGED
Shares627 from 627
Change0 (0%)
Value$381.8K (-$29.4K)
Filed 2026-11-04
Onyx Bridge Wealth Group LLC
INCREASED
Shares618 from 603
Change+15 (+2%)
Value$376.4K (-$19.1K)
Filed 2026-10-16
Soundwatch Capital LLC
DECREASED
Shares613 from 618
Change-5 (-1%)
Value$386.3K (-$18.8K)
Filed 2026-11-04
Cape Investment Advisory, Inc.
INCREASED
Shares608 from 485
Change+123 (+25%)
Value$370.3K (+$52.2K)
Filed 2026-10-13
Traphagen Investment Advisors LLC
INCREASED
Shares603 from 598
Change+5 (+1%)
Value$367.0K (-$25.0K)
Filed 2026-10-14
Sulzberger Capital Advisors, Inc.
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$365.4K (-$28.1K)
Filed 2026-10-20
NavPoint Financial, Inc.
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$365.4K (-$28.1K)
Filed 2026-10-21
Hendershot Investments Inc.
DECREASED
Shares599 from 718
Change-119 (-17%)
Value$364.8K (-$106.1K)
Filed 2026-11-05
Linscomb Wealth, Inc.
UNCHANGED
Shares599 from 599
Change0 (0%)
Value$364.8K (-$28.1K)
Filed 2026-11-05
Mission Financial Group, LLC
INCREASED
Shares596 from 575
Change+21 (+4%)
Value$362.8K (-$14.2K)
Filed 2026-10-21
Blue Water Asset Management
UNCHANGED
Shares596 from 596
Change0 (0%)
Value$362.8K (-$27.9K)
Filed 2026-11-04
Kanawha Capital Management LLC
DECREASED
Shares590 from 971
Change-381 (-39%)
Value$359.3K (-$277.6K)
Filed 2026-10-19
Daymark Wealth Partners, LLC
NEW
Shares587
Change+587
Value$357.4K
Filed 2026-11-04
Manchester Financial Inc
INCREASED
Shares584 from 565
Change+19 (+3%)
Value$355.7K (-$14.9K)
Filed 2026-10-15
L. Roy Papp & Associates, LLP
DECREASED
Shares581 from 600
Change-19 (-3%)
Value$353.8K (-$39.7K)
Filed 2026-10-21
PDS Planning, Inc
NEW
Shares579
Change+579
Value$352.6K
Filed 2026-11-03
Bright Financial Advisors, Inc.
INCREASED
Shares579 from 578
Change+1 (+0%)
Value$352.5K (-$27.1K)
Filed 2026-10-23
Diversified Management Inc
UNCHANGED
Shares573 from 573
Change0 (0%)
Value$348.8K (-$26.9K)
Filed 2026-10-08
Synergy Asset Management, LLC
DECREASED
Shares570 from 647
Change-77 (-12%)
Value$347.1K (-$77.2K)
Filed 2026-11-05
AMG National Trust Bank
INCREASED
Shares569 from 465
Change+104 (+22%)
Value$346.6K (+$41.7K)
Filed 2026-11-05
Trust Investment Advisors
NEW
Shares561
Change+561
Value$341.4K
Filed 2026-10-20
Pacific Center for Financial Services
UNCHANGED
Shares561 from 561
Change0 (0%)
Value$341.6K (-$26.3K)
Filed 2026-10-15
Crusonia Wealth Advisors LLC
INCREASED
Shares559 from 550
Change+9 (+2%)
Value$340.4K (-$20.3K)
Filed 2026-10-26
Bison Wealth, LLC
DECREASED
Shares558 from 775
Change-217 (-28%)
Value$329.8K (-$138.4K)
Filed 2026-10-13
Retirement Planning Group, LLC
UNCHANGED
Shares558 from 558
Change0 (0%)
Value$339.6K (-$26.2K)
Filed 2026-10-19
Convergence Financial, LLC
NEW
Shares557
Change+557
Value$339.2K
Filed 2026-10-27
Acorn Financial Advisory Services Inc
NEW
Shares555
Change+555
Value$338.0K
Filed 2026-11-02
J. L. Bainbridge & Co., Inc.
DECREASED
Shares550 from 878
Change-328 (-37%)
Value$335.0K (-$240.9K)
Filed 2026-10-20
Aprio Wealth Management, LLC
INCREASED
Shares549 from 499
Change+50 (+10%)
Value$334.5K (+$7.0K)
Filed 2026-10-28
Vertrix Wealth Management, LLC
INCREASED
Shares548 from 503
Change+45 (+9%)
Value$333.5K (+$3.6K)
Filed 2026-10-13
Discipline Wealth Solutions, LLC
INCREASED
Shares547 from 543
Change+4 (+1%)
Value$333.1K (-$23.0K)
Filed 2026-10-14
Wheelhouse Advisory Group LLC
INCREASED
Shares546 from 478
Change+68 (+14%)
Value$332.7K (+$19.0K)
Filed 2026-10-20
Dale Q Rice Investment Management Ltd
UNCHANGED
Shares545 from 545
Change0 (0%)
Value$331.9K (-$25.6K)
Filed 2026-10-09
Elmwood Wealth Management, Inc.
UNCHANGED
Shares545 from 545
Change0 (0%)
Value$332.0K (-$25.6K)
Filed 2026-10-14
Haven Private, LLC
NEW
Shares541
Change+541
Value$329.5K
Filed 2026-10-27
South Shore Capital Advisors
NEW
Shares540
Change+540
Value$328.9K
Filed 2026-10-20
Burns J W & Co Inc
UNCHANGED
Shares540 from 540
Change0 (0%)
Value$328.9K (-$25.3K)
Filed 2026-10-20
Teamwork Financial Advisors, LLC
INCREASED
Shares538 from 374
Change+164 (+44%)
Value$327.3K (+$82.4K)
Filed 2026-10-19
D'Orazio & Associates, Inc.
UNCHANGED
Shares537 from 537
Change0 (0%)
Value$327.0K (-$25.2K)
Filed 2026-11-04
Brown, Lisle Ings, Inc.
INCREASED
Shares535 from 414
Change+121 (+29%)
Value$325.8K (+$54.3K)
Filed 2026-10-16
Left Brain Wealth Management, LLC
INCREASED
Shares534 from 467
Change+67 (+14%)
Value$325.2K (+$18.9K)
Filed 2026-10-28
Elevation Wealth Partners, LLC
UNCHANGED
Shares533 from 533
Change0 (0%)
Value$324.5K (-$25.0K)
Filed 2026-10-07
Camden National Bank
DECREASED
Shares530 from 622
Change-92 (-15%)
Value$322.8K (-$85.2K)
Filed 2026-11-02
Fulton Breakefield Broenniman LLC
DECREASED
Shares528 from 703
Change-175 (-25%)
Value$321.6K (-$139.5K)
Filed 2026-11-03
Washington Trust Advisors, Inc.
UNCHANGED
Shares525 from 525
Change0 (0%)
Value$319.7K (-$24.6K)
Filed 2026-10-22
Tucker Asset Management LLC
INCREASED
Shares520 from 282
Change+238 (+84%)
Value$316.8K (+$131.9K)
Filed 2026-10-29
Kaydan Wealth Management, Inc.
INCREASED
Shares520 from 502
Change+18 (+4%)
Value$316.7K (-$12.6K)
Filed 2026-10-08
United Capital Management of KS, Inc.
DECREASED
Shares520 from 530
Change-10 (-2%)
Value$316.7K (-$30.9K)
Filed 2026-11-04
Certuity, LLC
NEW
Shares518
Change+518
Value$315.4K
Filed 2026-11-02
High Point Wealth Management, LLC
UNCHANGED
Shares518 from 518
Change0 (0%)
Value$315.7K (-$24.3K)
Filed 2026-11-05
Avaii Wealth Management, LLC
DECREASED
Shares515 from 718
Change-203 (-28%)
Value$324.6K (-$146.3K)
Filed 2026-10-09
Affinity Capital Advisors, LLC
INCREASED
Shares515 from 368
Change+147 (+40%)
Value$310.7K (+$88.3K)
Filed 2026-10-13
Garrett Wealth Advisory Group, LLC
UNCHANGED
Shares510 from 510
Change0 (0%)
Value$310.6K (-$23.9K)
Filed 2026-10-22
Summit Securities Group LLC
DECREASED
Shares509 from 1,879
Change-1,370 (-73%)
Value$310.0K (-$922.4K)
Filed 2026-11-05
Busey Bank
DECREASED
Shares508 from 521
Change-13 (-2%)
Value$309.4K (-$32.3K)
Filed 2026-10-26
Sweeney & Michel, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$304.5K (+$13.2K)
Filed 2026-10-16
DecisionMap Wealth Management, LLC
INCREASED
Shares498 from 382
Change+116 (+30%)
Value$303.2K (+$52.7K)
Filed 2026-10-29
Eddie Patel Inc
NEW
Shares495
Change+495
Value$301.6K
Filed 2026-11-02
71 West Capital Partners
NEW
Shares494
Change+494
Value$300.8K
Filed 2026-11-04
Sterling Wealth Management, Inc.
UNCHANGED
Shares494 from 494
Change0 (0%)
Value$300.8K (-$23.2K)
Filed 2026-10-23
Carrera Capital Advisors
UNCHANGED
Shares491 from 491
Change0 (0%)
Value$299.3K (-$23.0K)
Filed 2026-11-03
Arlington Trust Co LLC
INCREASED
Shares490 from 315
Change+175 (+56%)
Value$298.4K (+$91.8K)
Filed 2026-10-20
Certified Advisory Corp
DECREASED
Shares486 from 515
Change-29 (-6%)
Value$296.2K (-$41.2K)
Filed 2026-10-29
Carolina Wealth Management Inc
INCREASED
Shares485 from 398
Change+87 (+22%)
Value$295.4K (+$34.3K)
Filed 2026-10-29
New England Professional Planning Group Inc.
UNCHANGED
Shares484 from 484
Change0 (0%)
Value$294.8K (-$22.7K)
Filed 2026-10-29
Shulman DeMeo Asset Management LLC
UNCHANGED
Shares483 from 483
Change0 (0%)
Value$306.3K (-$10.6K)
Filed 2026-10-09
Connecticut Wealth Management, LLC
UNCHANGED
Shares482 from 482
Change0 (0%)
Value$293.7K (-$22.6K)
Filed 2026-10-13
CenterStar Asset Management, LLC
NEW
Shares478
Change+478
Value$291.5K
Filed 2026-10-09
Stevens Capital Partners
DECREASED
Shares477 from 481
Change-4 (-1%)
Value$290.3K (-$25.4K)
Filed 2026-10-29
Golden State Wealth Management, LLC
DECREASED
Shares477 from 479
Change-2 (0%)
Value$290.5K (-$23.7K)
Filed 2026-11-02
Innovative Wealth Building LLC
INCREASED
Shares476 from 439
Change+37 (+8%)
Value$290.1K (+$2.4K)
Filed 2026-10-14
AMI Asset Management Corp
NEW
Shares474
Change+474
Value$288.9K
Filed 2026-10-20
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares474 from 406
Change+68 (+17%)
Value$288.4K (+$22.1K)
Filed 2026-10-28
Duncker Streett & Co Inc
UNCHANGED
Shares470 from 470
Change0 (0%)
Value$286.2K (-$22.0K)
Filed 2026-10-27
KFA Private Wealth Group, LLC
DECREASED
Shares463 from 519
Change-56 (-11%)
Value$282.2K (-$58.2K)
Filed 2026-10-07
Kelly Financial Services LLC
INCREASED
Shares459 from 366
Change+93 (+25%)
Value$279.8K (+$39.6K)
Filed 2026-10-20
Uptick Partners, LLC
INCREASED
Shares459 from 404
Change+55 (+14%)
Value$279.5K (+$14.6K)
Filed 2026-11-04
Goodman Advisory Group, LLC
INCREASED
Shares455 from 330
Change+125 (+38%)
Value$277.1K (+$60.6K)
Filed 2026-11-02
True Private Wealth Advisors
NEW
Shares451
Change+451
Value$275.1K
Filed 2026-10-19
Montag A & Associates Inc
INCREASED
Shares451 from 350
Change+101 (+29%)
Value$274.5K (+$44.9K)
Filed 2026-10-29
Eagle Bay Advisors LLC
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$274.1K (-$21.1K)
Filed 2026-10-16
Delta Wealth Advisors LLC
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$274.1K (-$21.1K)
Filed 2026-10-09
Hippocratic Financial Advisors, LLC
NEW
Shares449
Change+449
Value$273.3K
Filed 2026-10-13
North Star Investment Management Corp.
INCREASED
Shares449 from 349
Change+100 (+29%)
Value$273.5K (+$44.5K)
Filed 2026-10-27
Axxcess Wealth Management, LLC
INCREASED
Shares448 from 349
Change+99 (+28%)
Value$272.8K (+$43.9K)
Filed 2026-10-21
365 WMG Private Fund I: Primus Fund LLC
NEW
Shares445
Change+445
Value$271.0K
Filed 2026-10-20
Axecap Investments, LLC
DECREASED
Shares445 from 919
Change-474 (-52%)
Value$271.0K (-$331.8K)
Filed 2026-10-20
Sunpointe, LLC
INCREASED
Shares444 from 425
Change+19 (+4%)
Value$270.4K (-$8.4K)
Filed 2026-10-22
Monetary Solutions, Ltd
UNCHANGED
Shares444 from 444
Change0 (0%)
Value$270.4K (-$20.8K)
Filed 2026-10-22
SYM Financial Corp
INCREASED
Shares443 from 400
Change+43 (+11%)
Value$269.9K (+$7.5K)
Filed 2026-10-26
Fairway Wealth LLC
UNCHANGED
Shares440 from 440
Change0 (0%)
Value$268.0K (-$20.6K)
Filed 2026-10-30
Greenspring Advisors, LLC
UNCHANGED
Shares439 from 439
Change0 (0%)
Value$267.4K (-$20.6K)
Filed 2026-11-05
Buska Wealth Management, LLC
DECREASED
Shares438 from 497
Change-59 (-12%)
Value$266.9K (-$59.1K)
Filed 2026-10-08
Walkner Condon Financial Advisors LLC
NEW
Shares436
Change+436
Value$265.5K
Filed 2026-11-02
Oakworth Capital, Inc.
UNCHANGED
Shares434 from 434
Change0 (0%)
Value$264.3K (-$20.4K)
Filed 2026-10-26
Veracity Capital LLC
UNCHANGED
Shares433 from 433
Change0 (0%)
Value$263.7K (-$20.3K)
Filed 2026-10-08
Lane Brothers & Co Inc
DECREASED
Shares432 from 1,468
Change-1,036 (-71%)
Value$263.1K (-$699.9K)
Filed 2026-11-02
Legacy Capital Wealth Partners, LLC
UNCHANGED
Shares431 from 431
Change0 (0%)
Value$262.4K (-$20.2K)
Filed 2026-10-21
River Street Advisors LLC
UNCHANGED
Shares428 from 428
Change0 (0%)
Value$260.7K (-$20.1K)
Filed 2026-10-22
Pettinga Financial Advisors LLC
NEW
Shares425
Change+425
Value$258.8K
Filed 2026-10-13
LifeGoal Investments, LLC
INCREASED
Shares425 from 325
Change+100 (+31%)
Value$258.8K (+$45.7K)
Filed 2026-10-09
Rossby Financial, LCC
INCREASED
Shares423 from 90
Change+333 (+370%)
Value$257.8K (+$198.6K)
Filed 2026-11-05
PVG Asset Management Corp
NEW
Shares421
Change+421
Value$256.4K
Filed 2026-10-19
Allegiance Financial Group Advisory Services LLC
UNCHANGED
Shares420 from 420
Change0 (0%)
Value$255.8K (-$19.7K)
Filed 2026-11-02
Schmidt P J Investment Management Inc
DECREASED
Shares418 from 530
Change-112 (-21%)
Value$254.6K (-$93.1K)
Filed 2026-11-02
Hohimer Wealth Management, LLC
INCREASED
Shares418 from 391
Change+27 (+7%)
Value$254.6K (-$1.9K)
Filed 2026-11-04
Ellis Investment Partners, LLC
INCREASED
Shares415 from 401
Change+14 (+3%)
Value$253.0K (-$10.4K)
Filed 2026-10-21
Capital CS Group, LLC
NEW
Shares414
Change+414
Value$252.2K
Filed 2026-10-29
Revisor Wealth Management LLC
INCREASED
Shares412 from 347
Change+65 (+19%)
Value$231.3K (+$3.0K)
Filed 2026-10-20
Roman Butler Fullerton & Co
INCREASED
Shares410 from 390
Change+20 (+5%)
Value$225.1K (-$3.6K)
Filed 2026-10-27
Barton Investment Management
UNCHANGED
Shares410 from 410
Change0 (0%)
Value$249.7K (-$19.2K)
Filed 2026-10-27
Bayban
UNCHANGED
Shares410 from 410
Change0 (0%)
Value$268.9K ($0)
Filed 2026-11-05
Verity Asset Management, Inc.
UNCHANGED
Shares405 from 405
Change0 (0%)
Value$247.1K (-$19.0K)
Filed 2026-10-30
NovaPoint Capital, LLC
INCREASED
Shares403 from 393
Change+10 (+3%)
Value$245.4K (-$12.3K)
Filed 2026-10-22
Forum Financial Management, LP
NEW
Shares401
Change+401
Value$244.3K
Filed 2026-10-16
Accredited Investors Inc.
DECREASED
Shares400 from 500
Change-100 (-20%)
Value$243.6K (-$84.3K)
Filed 2026-11-03
Kohmann Bosshard Financial Services, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$243.6K (-$18.8K)
Filed 2026-11-04
Cidel Asset Management Inc
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$243.6K (-$18.8K)
Filed 2026-10-29
Plan A Wealth LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$243.6K (-$18.8K)
Filed 2026-10-08
Ledgewood Wealth Advisors, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$243.6K (-$18.8K)
Filed 2026-10-09
Country Trust Bank
INCREASED
Shares399 from 355
Change+44 (+12%)
Value$243.0K (+$10.2K)
Filed 2026-10-30
Activest Wealth Management
UNCHANGED
Shares399 from 399
Change0 (0%)
Value$243.2K (-$18.7K)
Filed 2026-10-15
TPG Advisors LLC
UNCHANGED
Shares390 from 390
Change0 (0%)
Value$237.5K (-$18.3K)
Filed 2026-10-16
Washington Trust Bank
UNCHANGED
Shares389 from 389
Change0 (0%)
Value$236.9K (-$18.2K)
Filed 2026-11-03
Banque Pictet & CIE SA
NEW
Shares388
Change+388
Value$236.1K
Filed 2026-10-16
Procyon Advisors, LLC
DECREASED
Shares385 from 2,245
Change-1,860 (-83%)
Value$234.7K (-$1.2M)
Filed 2026-10-21
Unique Wealth Strategies, LLC
UNCHANGED
Shares385 from 385
Change0 (0%)
Value$252.5K ($0)
Filed 2026-10-13
Balance Wealth Partners LLC
NEW
Shares381
Change+381
Value$232.0K
Filed 2026-10-27
Columbia Asset Management
UNCHANGED
Shares380 from 380
Change0 (0%)
Value$231.4K (-$17.8K)
Filed 2026-10-19
Mesirow Financial Investment Management, Inc.
DECREASED
Shares377 from 425
Change-48 (-11%)
Value$229.6K (-$49.2K)
Filed 2026-11-05
Old Mission Investment Co LLC
DECREASED
Shares377 from 388
Change-11 (-3%)
Value$229.5K (-$25.3K)
Filed 2026-10-22
Thrive Capital Management, LLC
INCREASED
Shares377 from 375
Change+2 (+1%)
Value$229.4K (-$16.3K)
Filed 2026-10-28
Dedeker Financial LLC
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$228.4K (-$17.6K)
Filed 2026-10-23
Partners Wealth Management, LLC
NEW
Shares374
Change+374
Value$228.1K
Filed 2026-10-28
Tempo Wealth, LLC
NEW
Shares374
Change+374
Value$227.8K
Filed 2026-10-14
Schear Investment Advisers, LLC
DECREASED
Shares374 from 7,027
Change-6,653 (-95%)
Value$227.8K (-$4.4M)
Filed 2026-10-14
Shelter Rock Management, LLC
DECREASED
Shares372 from 425
Change-53 (-12%)
Value$236.3K (-$42.1K)
Filed 2026-10-09
Financial Insights, Inc.
DECREASED
Shares370 from 611
Change-241 (-39%)
Value$225.3K (-$175.4K)
Filed 2026-10-27
Rockland Trust Co
UNCHANGED
Shares368 from 368
Change0 (0%)
Value$224.1K (-$17.3K)
Filed 2026-10-05
Global Trust Asset Management, LLC
DECREASED
Shares366 from 371
Change-5 (-1%)
Value$222.9K (-$20.4K)
Filed 2026-10-19
Tred Avon Family Wealth, LLC
NEW
Shares365
Change+365
Value$222.4K
Filed 2026-10-20
Pacific Park Financial, Inc.
DECREASED
Shares365 from 388
Change-23 (-6%)
Value$222.3K (-$32.2K)
Filed 2026-10-13
Martel Wealth Advisors LLC
NEW
Shares362
Change+362
Value$220.5K
Filed 2026-10-14
Noble Wealth Management PBC
UNCHANGED
Shares357 from 357
Change0 (0%)
Value$217.5K (-$16.7K)
Filed 2026-10-01
Vima LLC
UNCHANGED
Shares355 from 355
Change0 (0%)
Value$216.1K (-$16.6K)
Filed 2026-10-23
Powell Investment Advisors, LLC
INCREASED
Shares354 from 345
Change+9 (+3%)
Value$215.6K (-$10.7K)
Filed 2026-10-22
Richard C. Young & Co., Ltd.
UNCHANGED
Shares354 from 354
Change0 (0%)
Value$215.6K (-$16.6K)
Filed 2026-11-04
Alliance Wealth Advisors, LLC
UNCHANGED
Shares352 from 352
Change0 (0%)
Value$214.4K (-$16.5K)
Filed 2026-10-28
Harbor Group, Inc.
UNCHANGED
Shares351 from 351
Change0 (0%)
Value$213.8K (-$16.5K)
Filed 2026-10-14
Avestar Capital, LLC
DECREASED
Shares350 from 1,765
Change-1,415 (-80%)
Value$213.2K (-$944.7K)
Filed 2026-10-28
Quadrant Private Wealth Management, LLC
INCREASED
Shares349 from 336
Change+13 (+4%)
Value$212.5K (-$7.9K)
Filed 2026-11-04
Professional Financial Advisors, LLC
UNCHANGED
Shares349 from 349
Change0 (0%)
Value$212.5K (-$16.4K)
Filed 2026-10-13
Parsons Capital Management Inc
UNCHANGED
Shares348 from 348
Change0 (0%)
Value$212.1K (-$16.3K)
Filed 2026-10-28
Mindset Wealth Management, LLC
UNCHANGED
Shares346 from 346
Change0 (0%)
Value$210.7K (-$16.2K)
Filed 2026-10-19
Clear Harbor Asset Management, LLC
NEW
Shares345
Change+345
Value$210.1K
Filed 2026-11-05
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares343 from 343
Change0 (0%)
Value$208.9K (-$16.1K)
Filed 2026-10-30
Carlson Financial, Inc.
INCREASED
Shares340 from 334
Change+6 (+2%)
Value$206.9K (-$13.3K)
Filed 2026-11-05
Quadcap Wealth Management, LLC
NEW
Shares338
Change+338
Value$205.6K
Filed 2026-11-02
HRC Wealth Management, LLC
UNCHANGED
Shares338 from 338
Change0 (0%)
Value$205.6K (-$15.8K)
Filed 2026-10-16
Dickmeyer Boyce Financial Management, Inc.
UNCHANGED
Shares337 from 337
Change0 (0%)
Value$205.4K (-$15.8K)
Filed 2026-10-08
Summit Global Investments
NEW
Shares335
Change+335
Value$204
Filed 2026-10-28
First Horizon Corp
UNCHANGED
Shares334 from 334
Change0 (0%)
Value$203.4K (-$15.7K)
Filed 2026-10-26
Zega Investments, LLC
DECREASED
Shares331 from 332
Change-1 (0%)
Value$201.6K (-$16.2K)
Filed 2026-11-04
Huntleigh Advisors, Inc.
DECREASED
Shares329 from 359
Change-30 (-8%)
Value$200.4K (-$35.1K)
Filed 2026-11-03
Fiduciary Family Office, LLC
INCREASED
Shares329 from 319
Change+10 (+3%)
Value$200.4K (-$8.9K)
Filed 2026-11-04
Fairscale Capital, LLC
UNCHANGED
Shares311 from 311
Change0 (0%)
Value$162.5K (-$41.5K)
Filed 2026-11-04
RMG Wealth Management LLC
UNCHANGED
Shares309 from 309
Change0 (0%)
Value$162.3K (-$18.4K)
Filed 2026-10-26
Bill Few Associates, Inc.
NEW
Shares300
Change+300
Value$182.7K
Filed 2026-10-09
DecisionPoint Financial, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$185.3K (-$795)
Filed 2026-10-27
Next Level Wealth Planning, LLC
NEW
Shares298
Change+298
Value$181.3K
Filed 2026-10-29
Asset Dedication, LLC
INCREASED
Shares282 from 53
Change+229 (+432%)
Value$171.7K (+$137.0K)
Filed 2026-11-03
Central Trust Co
INCREASED
Shares271 from 234
Change+37 (+16%)
Value$165.0K (+$11.6K)
Filed 2026-11-05
POM Investment Strategies, LLC
INCREASED
Shares265 from 3
Change+262 (+8733%)
Value$161.4K (+$159.4K)
Filed 2026-10-20
Archer Investment Corp
UNCHANGED
Shares262 from 262
Change0 (0%)
Value$159.6K (-$12.3K)
Filed 2026-11-05
Reap Financial Group, LLC
UNCHANGED
Shares261 from 261
Change0 (0%)
Value$158.8K (-$12.2K)
Filed 2026-11-02
Rossmore Private Capital
UNCHANGED
Shares254 from 254
Change0 (0%)
Value$154.7K (-$11.9K)
Filed 2026-10-27
Intesa Sanpaolo Wealth Management
INCREASED
Shares245 from 210
Change+35 (+17%)
Value$149.2K (+$11.5K)
Filed 2026-10-28
Hughes Financial Services, LLC
INCREASED
Shares242 from 228
Change+14 (+6%)
Value$135.9K (-$13.6K)
Filed 2026-10-30
Evolution Wealth Management Inc.
DECREASED
Shares235 from 423
Change-188 (-44%)
Value$143.1K (-$134.3K)
Filed 2026-10-28
EPG Wealth Management LLC
DECREASED
Shares232 from 242
Change-10 (-4%)
Value$141.3K (-$17.4K)
Filed 2026-11-03
Financial Management Professionals, Inc.
DECREASED
Shares221 from 552
Change-331 (-60%)
Value$134.6K (-$227.5K)
Filed 2026-10-23
Signature Resources Capital Management, LLC
UNCHANGED
Shares213 from 213
Change0 (0%)
Value$129.7K (-$10.0K)
Filed 2026-10-16
Nova Financial LLC
NEW
Shares211
Change+211
Value$128.5K
Filed 2026-11-04
Key Capital Management, Inc
INCREASED
Shares208 from 186
Change+22 (+12%)
Value$126.7K (+$4.7K)
Filed 2026-11-03
First Bancorp, Inc
DECREASED
Shares205 from 244
Change-39 (-16%)
Value$124.8K (-$35.2K)
Filed 2026-10-26
Davis Capital Management
DECREASED
Shares203 from 210
Change-7 (-3%)
Value$123.7K (-$14.1K)
Filed 2026-10-08
Gamma Investing LLC
INCREASED
Shares197 from 172
Change+25 (+15%)
Value$120.0K (+$7.2K)
Filed 2026-10-08
Harbor Asset Planning, Inc.
UNCHANGED
Shares194 from 194
Change0 (0%)
Value$118.4K (-$9.1K)
Filed 2026-10-23
Bokf, NA
DECREASED
Shares190 from 590
Change-400 (-68%)
Value$115.7K (-$271.3K)
Filed 2026-10-27
Breakwater Investment Management
UNCHANGED
Shares185 from 185
Change0 (0%)
Value$112.7K (-$8.7K)
Filed 2026-10-20
Foresight Capital Management Advisors, Inc.
NEW
Shares173
Change+173
Value$105.4K
Filed 2026-10-27
Clark Wealth Partners
INCREASED
Shares170 from 101
Change+69 (+68%)
Value$103.5K (+$37.0K)
Filed 2026-10-19
Capital Investment Counsel, Inc
UNCHANGED
Shares168 from 168
Change0 (0%)
Value$102.3K (-$7.9K)
Filed 2026-10-20
Hilton Head Capital Partners, LLC
DECREASED
Shares158 from 227
Change-69 (-30%)
Value$96.2K (-$52.7K)
Filed 2026-10-23
Reyes Financial Architecture, Inc.
INCREASED
Shares157 from 142
Change+15 (+11%)
Value$95.6K (+$2.5K)
Filed 2026-10-22
Birch Financial Group, LLC
NEW
Shares156
Change+156
Value$94.8K
Filed 2026-10-27
Torren Management, LLC
NEW
Shares155
Change+155
Value$94.4K
Filed 2026-10-29
Latitude Advisors, LLC
NEW
Shares151
Change+151
Value$92.0K
Filed 2026-10-27
Evermay Wealth Management LLC
NEW
Shares145
Change+145
Value$88.3K
Filed 2026-11-05
Beacon Financial Strategies Corp
NEW
Shares142
Change+142
Value$86.5K
Filed 2026-10-14
Planning Strategies Inc.
UNCHANGED
Shares142 from 142
Change0 (0%)
Value$86.5K (-$6.7K)
Filed 2026-10-02
Nemes Rush Group LLC
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$83.0K (-$6.4K)
Filed 2026-11-04
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares134 from 149
Change-15 (-10%)
Value$81.8K (-$16.1K)
Filed 2026-10-16
Jnba Financial Advisors
INCREASED
Shares132 from 51
Change+81 (+159%)
Value$80.4K (+$46.9K)
Filed 2026-11-03
Plante Moran Financial Advisors, LLC
DECREASED
Shares127 from 367
Change-240 (-65%)
Value$77.3K (-$163.4K)
Filed 2026-11-04
Go Invest LLC
INCREASED
Shares122 from 108
Change+14 (+13%)
Value$74.4K (+$3.5K)
Filed 2026-10-09
Pathway Financial Advisers, LLC
NEW
Shares120
Change+120
Value$73.0K
Filed 2026-10-27
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$72 (-$40.0K)
Filed 2026-11-04
Laurel Wealth Advisors LLC
NEW
Shares117
Change+117
Value$71.3K
Filed 2026-10-27
SJS Investment Consulting Inc.
NEW
Shares117
Change+117
Value$71.1K
Filed 2026-10-26
Atwood & Palmer Inc
INCREASED
Shares108 from 1
Change+107 (+10700%)
Value$65.5K (+$65.1K)
Filed 2026-10-08
Avion Wealth
UNCHANGED
Shares102 from 102
Change0 (0%)
Value$62 (-$4)
Filed 2026-11-04
Livelsberger Financial Advisory
NEW
Shares101
Change+101
Value$61.3K
Filed 2026-10-28
Caldwell Trust Co
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$60.9K (-$4.7K)
Filed 2026-10-30
Manchester Capital Management LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$60.9K (-$4.7K)
Filed 2026-10-22
Hilltop National Bank
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$60.9K (-$4.7K)
Filed 2026-10-14
JFS Wealth Advisors, LLC
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$57.9K (-$4.5K)
Filed 2026-11-03
Trust Co of Toledo NA
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$54.8K (-$4.2K)
Filed 2026-10-16
Central Pacific Bank - Trust Division
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$54.8K (-$4.2K)
Filed 2026-10-06
Cullen T Bankers, Inc.
NEW
Shares88
Change+88
Value$53.6K
Filed 2026-10-28
CX Institutional
DECREASED
Shares88 from 103
Change-15 (-15%)
Value$54 (-$14)
Filed 2026-10-02
Harbor Investment Advisory, LLC
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$51.8K (-$4.0K)
Filed 2026-10-13
Physician Wealth Advisors, Inc.
DECREASED
Shares84 from 94
Change-10 (-11%)
Value$51.4K (-$10.5K)
Filed 2026-10-20
Morling Financial Advisors, LLC
NEW
Shares83
Change+83
Value$50.5K
Filed 2026-10-28
Advocate Investing Services LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$48.7K (-$3.8K)
Filed 2026-10-26
Rosenberg Matthew Hamilton
UNCHANGED
Shares79 from 79
Change0 (0%)
Value$48.1K (-$3.7K)
Filed 2026-10-05
American National Bank & Trust
INCREASED
Shares78 from 31
Change+47 (+152%)
Value$47.5K (+$27.2K)
Filed 2026-10-07
Horizon Financial Services, LLC
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$46.9K (-$3.6K)
Filed 2026-11-04
Farmers & Merchants Investments Inc
NEW
Shares75
Change+75
Value$45.7K
Filed 2026-10-22
Roxbury Financial LLC
UNCHANGED
Shares73 from 73
Change0 (0%)
Value$44.5K (-$3.4K)
Filed 2026-10-01
NBT Bank, N.A.
DECREASED
Shares70 from 98
Change-28 (-29%)
Value$42.6K (-$21.6K)
Filed 2026-10-21
Barrett & Company, Inc.
INCREASED
Shares70 from 60
Change+10 (+17%)
Value$42.6K (+$3.3K)
Filed 2026-10-22
Trust Co of Vermont
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$42.6K (-$3.3K)
Filed 2026-10-21
Strengthening Families & Communities, LLC
DECREASED
Shares66 from 70
Change-4 (-6%)
Value$40.3K (-$5.7K)
Filed 2026-10-21
Alpine Bank Wealth Management
NEW
Shares64
Change+64
Value$39.0K
Filed 2026-10-16
Ares Financial Consulting, LLC
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$37.8K (-$2.9K)
Filed 2026-10-19
Mosley Wealth Management
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$34.6K (-$6.0K)
Filed 2026-10-16
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$36.5K (-$2.8K)
Filed 2026-11-02
Bulwark Capital Corp
INCREASED
Shares58 from 43
Change+15 (+35%)
Value$35.5K (+$7.1K)
Filed 2026-10-13
Center for Financial Planning, Inc.
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$34.1K (-$2.6K)
Filed 2026-10-26
Strategic Advocates LLC
INCREASED
Shares54 from 27
Change+27 (+100%)
Value$32.9K (+$15.2K)
Filed 2026-11-03
Hickory Point Bank & Trust
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$32.3K (-$2.5K)
Filed 2026-10-01
Albion Financial Group
DECREASED
Shares50 from 340
Change-290 (-85%)
Value$30.5K (-$192.8K)
Filed 2026-10-21
Kings Path Partners LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$30.5K (-$2.3K)
Filed 2026-10-21
Toth Financial Advisory Corp
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$29.2K (-$2.3K)
Filed 2026-10-08
Glass Jacobson Investment Advisors llc
INCREASED
Shares47 from 28
Change+19 (+68%)
Value$28.9K (+$10.2K)
Filed 2026-10-26
Bullock Wealth Management Group
DECREASED
Shares45 from 103
Change-58 (-56%)
Value$27.8K (-$36.1K)
Filed 2026-10-09
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$27.4K (-$2.1K)
Filed 2026-10-05
First Pacific Financial
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$25.6K (-$2.0K)
Filed 2026-10-14
MV Capital Management, Inc.
NEW
Shares40
Change+40
Value$24.4K
Filed 2026-10-29
Union Savings Bank
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$24.4K (-$1.9K)
Filed 2026-10-14
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$24.4K (-$1.9K)
Filed 2026-10-15
High Note Wealth, LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$24.4K (-$1.9K)
Filed 2026-10-27
Hartford Financial Management Inc.
DECREASED
Shares37 from 137
Change-100 (-73%)
Value$22.5K (-$67.3K)
Filed 2026-10-21
GHP Investment Advisors, Inc.
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$22.5K (-$1.7K)
Filed 2026-10-15
Main Street Group, LTD
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$22.5K (-$1.7K)
Filed 2026-10-28
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$21.9K (-$1.7K)
Filed 2026-10-07
Aspect Partners, LLC
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$21.9K (-$1.7K)
Filed 2026-10-20
Yankcom Partnership
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$21.9K (-$1.7K)
Filed 2026-10-15
Ameliora Wealth Management Ltd.
NEW
Shares35
Change+35
Value$21.3K
Filed 2026-10-23
Private Wealth Management Group, LLC
DECREASED
Shares35 from 53
Change-18 (-34%)
Value$21.3K (-$13.4K)
Filed 2026-10-19
Ascentis Wealth Management, LLC
NEW
Shares34
Change+34
Value$20.7K
Filed 2026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares34 from 317
Change-283 (-89%)
Value$20.8K (-$187.3K)
Filed 2026-10-14
Gen-Wealth Partners Inc
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$20.7K (-$1.6K)
Filed 2026-11-04
Realta Investment Advisors
DECREASED
Shares33 from 71
Change-38 (-54%)
Value$20.3K (-$26.5K)
Filed 2026-10-14
Tompkins Financial Corp
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$20.1K (-$1.5K)
Filed 2026-10-05
Winthrop Capital Management, LLC
NEW
Shares32
Change+32
Value$19.5K
Filed 2026-11-05
Cornerstone National Bank & Trust Co
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$19.8K (-$85)
Filed 2026-10-20
Investment Research & Advisory Group, Inc.
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$18.5K (-$1.4K)
Filed 2026-10-19
GGM Financial LLC
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$16.4K (-$1.3K)
Filed 2026-11-05
Olistico Wealth, LLC
INCREASED
Shares26 from 18
Change+8 (+44%)
Value$15.8K (+$4.0K)
Filed 2026-10-05
Keystone Financial Group, Inc.
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$15.3K (-$1.2K)
Filed 2026-10-13
City State Bank
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$15.2K (-$1.2K)
Filed 2026-10-20
Decker Retirement Planning Inc.
DECREASED
Shares24 from 9,672
Change-9,648 (-100%)
Value$14.6K (-$6.3M)
Filed 2026-10-19
MTM Investment Management, LLC
DECREASED
Shares24 from 34
Change-10 (-29%)
Value$14.6K (-$7.7K)
Filed 2026-10-30
First Community Trust NA
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$14.0K (-$1.1K)
Filed 2026-10-07
Parkside Financial Bank & Trust
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$14.2K (-$1.1K)
Filed 2026-10-27
New England Capital Financial Advisors LLC
DECREASED
Shares22 from 29
Change-7 (-24%)
Value$13.5K (-$5.5K)
Filed 2026-11-03
NorthAvenue LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$10.4K (-$798)
Filed 2026-10-29
CrossGen Wealth, LLC
NEW
Shares16
Change+16
Value$9.7K
Filed 2026-10-30
Fairman Group, LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$9.7K (-$750)
Filed 2026-10-26
TFC Financial Management, Inc.
NEW
Shares15
Change+15
Value$9.1K
Filed 2026-10-26
RHL Group, LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$8.5K (-$658)
Filed 2026-11-04
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$7.9K (-$609)
Filed 2026-10-30
Hurley Capital, LLC
NEW
Shares12
Change+12
Value$7.3K
Filed 2026-11-05
Lodestone Wealth Management LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$7.4K (-$567)
Filed 2026-10-14
Essential Partners LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$6.7K (-$518)
Filed 2026-10-14
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$6.1K (-$469)
Filed 2026-10-15
Pittenger & Anderson Inc
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$6.1K (-$469)
Filed 2026-11-02
Team Financial Group, LLC
NEW
Shares9
Change+9
Value$5.5K
Filed 2026-10-30
Financial Consulate, Inc
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$5.0K (-$382)
Filed 2026-10-23
Rydar Equities, Inc.
NEW
Shares7
Change+7
Value$4.4K
Filed 2026-10-13
John Boyer, Inc.
NEW
Shares6
Change+6
Value$3.7K
Filed 2026-10-27
Canton Hathaway, LLC
NEW
Shares6
Change+6
Value$3.7K
Filed 2026-10-23
Tsfg, LLC
DECREASED
Shares6 from 6,996
Change-6,990 (-100%)
Value$4 (-$4.6M)
Filed 2026-10-23
Horrell Capital Management, Inc.
INCREASED
Shares6 from 5
Change+1 (+20%)
Value$3.7K (+$372)
Filed 2026-10-08
Mechanics Financial Corp
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$3.7K (-$281)
Filed 2026-11-05
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$3 ($0)
Filed 2026-10-14
Clean Yield Group
NEW
Shares4
Change+4
Value$2.4K
Filed 2026-10-28
Vision Financial Markets LLC
NEW
Shares4
Change+4
Value$2.5K
Filed 2026-10-22
Newton One Investments LLC
NEW
Shares4
Change+4
Value$2.4K
Filed 2026-10-14
Elevated Capital Advisors, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$2.4K (-$188)
Filed 2026-11-04
Fortitude Family Office, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$1.8K (-$141)
Filed 2026-10-14
Trust Co
NEW
Shares2
Change+2
Value$1.2K
Filed 2026-10-09
Gold Investment Management Ltd.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.2K (-$94)
Filed 2026-10-19
DT Investment Partners, LLC
NEW
Shares1
Change+1
Value$609
Filed 2026-10-27
Sunrise Financial Services, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$609 (-$47)
Filed 2026-10-21
Proathlete Wealth Management LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$610 (-$47)
Filed 2026-10-15
TRB Advisors LP
CLOSED
Shares0 from 100,000
Change-100,000 (-100%)
Value$0 (-$65.6M)
Filed 2026-11-03
Dymon Asia Capital (Singapore) Pte. Ltd.
CLOSED
Shares0 from 15,603
Change-15,603 (-100%)
Value$0 (-$10.2M)
Filed 2026-11-04
RWQ Financial Management Services, Inc.
CLOSED
Shares0 from 14,910
Change-14,910 (-100%)
Value$0 (-$9.8M)
Filed 2026-10-19
VMS Asset Management Limited
CLOSED
Shares0 from 13,133
Change-13,133 (-100%)
Value$0 (-$8.6M)
Filed 2026-10-15
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 11,411
Change-11,411 (-100%)
Value$0 (-$7.5M)
Filed 2026-11-03
Hanseatic Management Services Inc
CLOSED
Shares0 from 5,710
Change-5,710 (-100%)
Value$0 (-$3.7M)
Filed 2026-10-27
Cannon Advisors, Inc.
CLOSED
Shares0 from 5,471
Change-5,471 (-100%)
Value$0 (-$3.3M)
Filed 2026-10-14
Inscription Capital, LLC
CLOSED
Shares0 from 3,806
Change-3,806 (-100%)
Value$0 (-$2.5M)
Filed 2026-11-02
Virtue Capital Management, LLC
CLOSED
Shares0 from 3,691
Change-3,691 (-100%)
Value$0 (-$2.4M)
Filed 2026-10-29
Larry Mathis Financial Planning, LLC
CLOSED
Shares0 from 2,791
Change-2,791 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-26
Capstone Wealth Management Group, LLC
CLOSED
Shares0 from 2,749
Change-2,749 (-100%)
Value$0 (-$1.8M)
Filed 2026-11-05
PCG Asset Management, LLC
CLOSED
Shares0 from 2,712
Change-2,712 (-100%)
Value$0 (-$1.8M)
Filed 2026-11-05
Mowery & Schoenfeld Wealth Management, LLC
CLOSED
Shares0 from 1,632
Change-1,632 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-28
Central Valley Advisors, LLC
CLOSED
Shares0 from 1,558
Change-1,558 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-27
Confluence Wealth Services, Inc.
CLOSED
Shares0 from 1,146
Change-1,146 (-100%)
Value$0 (-$751.7K)
Filed 2026-11-05
Embree Financial Group
CLOSED
Shares0 from 1,040
Change-1,040 (-100%)
Value$0 (-$682.1K)
Filed 2026-10-22
SmartHarvest Portfolios, LLC
CLOSED
Shares0 from 905
Change-905 (-100%)
Value$0 (-$593.6K)
Filed 2026-10-26
KMG Fiduciary Partners, LLC
CLOSED
Shares0 from 891
Change-891 (-100%)
Value$0 (-$584.4K)
Filed 2026-10-14
Legacy Financial Group, Inc.
CLOSED
Shares0 from 810
Change-810 (-100%)
Value$0 (-$531.2K)
Filed 2026-10-21
Sage Financial Group Inc
CLOSED
Shares0 from 711
Change-711 (-100%)
Value$0 (-$466.3K)
Filed 2026-10-27
Stonebridge Financial Group, LLC
CLOSED
Shares0 from 660
Change-660 (-100%)
Value$0 (-$432.9K)
Filed 2026-10-01
Texas Bank & Trust Co
CLOSED
Shares0 from 650
Change-650 (-100%)
Value$0 (-$426.3K)
Filed 2026-11-04
World Equity Group, Inc.
CLOSED
Shares0 from 607
Change-607 (-100%)
Value$0 (-$398.1K)
Filed 2026-10-14
Fusion Capital, LLC
CLOSED
Shares0 from 553
Change-553 (-100%)
Value$0 (-$363.0K)
Filed 2026-10-28
Sheets Smith Wealth Management
CLOSED
Shares0 from 550
Change-550 (-100%)
Value$0 (-$360.7K)
Filed 2026-10-16
Integras Partners LLC
CLOSED
Shares0 from 517
Change-517 (-100%)
Value$0 (-$339.1K)
Filed 2026-10-30
Solutions 4 Wealth, Ltd
CLOSED
Shares0 from 515
Change-515 (-100%)
Value$0 (-$337.5K)
Filed 2026-11-03
Terra Nova Asset Management LLC
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$327.9K)
Filed 2026-10-13
Meadowbrook Wealth Management, LLC
CLOSED
Shares0 from 473
Change-473 (-100%)
Value$0 (-$293.5K)
Filed 2026-10-08
Coquina Private Wealth LLC
CLOSED
Shares0 from 463
Change-463 (-100%)
Value$0 (-$303.4K)
Filed 2026-10-27
Objective Capital Management, LLC
CLOSED
Shares0 from 446
Change-446 (-100%)
Value$0 (-$292.7K)
Filed 2026-10-13
QTR Family Wealth, LLC
CLOSED
Shares0 from 444
Change-444 (-100%)
Value$0 (-$291.3K)
Filed 2026-11-02
Goldstein Advisors, LLC
CLOSED
Shares0 from 440
Change-440 (-100%)
Value$0 (-$288.6K)
Filed 2026-10-15
Granite Group Advisors, LLC
CLOSED
Shares0 from 419
Change-419 (-100%)
Value$0 (-$274.9K)
Filed 2026-10-14
Westover Capital Advisors, LLC
CLOSED
Shares0 from 410
Change-410 (-100%)
Value$0 (-$268.9K)
Filed 2026-10-26
Smart Wealth LLC
CLOSED
Shares0 from 410
Change-410 (-100%)
Value$0 (-$268.8K)
Filed 2026-11-04
WealthCare Asset Management, LLC
CLOSED
Shares0 from 408
Change-408 (-100%)
Value$0 (-$267.6K)
Filed 2026-10-26
Continuum Wealth Advisors, LLC
CLOSED
Shares0 from 402
Change-402 (-100%)
Value$0 (-$263.7K)
Filed 2026-10-20
Commonwealth Financial Services, LLC
CLOSED
Shares0 from 363
Change-363 (-100%)
Value$0 (-$238.4K)
Filed 2026-10-20
Cordatus Wealth Management LLC
CLOSED
Shares0 from 360
Change-360 (-100%)
Value$0 (-$236.1K)
Filed 2026-10-19
Newman Dignan & Sheerar, Inc.
CLOSED
Shares0 from 340
Change-340 (-100%)
Value$0 (-$223.0K)
Filed 2026-10-21
Eubel Brady & Suttman Asset Management Inc
CLOSED
Shares0 from 328
Change-328 (-100%)
Value$0 (-$215.0K)
Filed 2026-11-04
ARS Wealth Advisors Group, LLC
CLOSED
Shares0 from 327
Change-327 (-100%)
Value$0 (-$214.5K)
Filed 2026-10-16
BLB&B Advisors, LLC
CLOSED
Shares0 from 325
Change-325 (-100%)
Value$0 (-$213.2K)
Filed 2026-10-27
Garner Asset Management Corp
CLOSED
Shares0 from 322
Change-322 (-100%)
Value$0 (-$211.2K)
Filed 2026-10-30
Plan Group Financial, LLC
CLOSED
Shares0 from 320
Change-320 (-100%)
Value$0 (-$209.9K)
Filed 2026-10-22
Family Capital Management, Inc.
CLOSED
Shares0 from 319
Change-319 (-100%)
Value$0 (-$209.2K)
Filed 2026-11-03
Southland Equity Partners LLC
CLOSED
Shares0 from 315
Change-315 (-100%)
Value$0 (-$206.6K)
Filed 2026-10-14
GR Financial Group, LLC
CLOSED
Shares0 from 315
Change-315 (-100%)
Value$0 (-$207.2K)
Filed 2026-10-27
Gainline Financial Partners, LLC
CLOSED
Shares0 from 313
Change-313 (-100%)
Value$0 (-$205.4K)
Filed 2026-10-15
Smith Salley Wealth Management
CLOSED
Shares0 from 313
Change-313 (-100%)
Value$0 (-$205.4K)
Filed 2026-11-03
Acorn Wealth Advisors, LLC
CLOSED
Shares0 from 312
Change-312 (-100%)
Value$0 (-$204.6K)
Filed 2026-10-19
Websterrogers Financial Advisors, LLC
CLOSED
Shares0 from 308
Change-308 (-100%)
Value$0 (-$202.0K)
Filed 2026-11-02
Lpwm LLC
CLOSED
Shares0 from 306
Change-306 (-100%)
Value$0 (-$200.7K)
Filed 2026-10-20
Friedenthal Financial
CLOSED
Shares0 from 292
Change-292 (-100%)
Value$0 (-$191.5K)
Filed 2026-10-27
MCF Advisors LLC
CLOSED
Shares0 from 248
Change-248 (-100%)
Value$0 (-$162.9K)
Filed 2026-10-28
Robinswood Financial LLC
CLOSED
Shares0 from 222
Change-222 (-100%)
Value$0 (-$145.7K)
Filed 2026-10-20
Salem Investment Counselors Inc
CLOSED
Shares0 from 177
Change-177 (-100%)
Value$0 (-$116.1K)
Filed 2026-10-13
First Command Advisory Services, Inc.
CLOSED
Shares0 from 168
Change-168 (-100%)
Value$0 (-$109.9K)
Filed 2026-11-05
Brooklyn FI, LLC
CLOSED
Shares0 from 60
Change-60 (-100%)
Value$0 (-$35.2K)
Filed 2026-11-05
Godsey & Gibb, Inc
CLOSED
Shares0 from 38
Change-38 (-100%)
Value$0 (-$24.9K)
Filed 2026-10-14
Beacon Investment Advisory Services, Inc.
CLOSED
Shares0 from 33
Change-33 (-100%)
Value$0 (-$21.6K)
Filed 2026-10-13
Centerpoint Advisors, LLC
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$10)
Filed 2026-11-05
Vista Investment Partners LLC
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$5.9K)
Filed 2026-10-08
Cornerstone Planning Group LLC
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$3.5K)
Filed 2026-10-16
Obsidian CIO, LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$2.6K)
Filed 2026-11-05
Arvest Investments, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-10-21
Illumine Investment Management, LLC
UNCHANGED
Shares0 from 0
Change0
Value$415.3K (+$31.6K)
Filed 2026-10-22
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$10.3M (-$44.2K)
Filed 2026-10-29
Bank of America Corp
N/A
Shares— from 9,557,301
Change-9,557,301 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 4,074,538
Change-4,074,538 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 3,960,836
Change-3,960,836 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 2,887,567
Change-2,887,567 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,677,290
Change-1,677,290 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 1,568,830
Change-1,568,830 (-100%)
Value—
Barclays PLC
N/A
Shares— from 1,360,781
Change-1,360,781 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,297,218
Change-1,297,218 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,294,421
Change-1,294,421 (-100%)
Value—
Jasper Ridge Partners, L.P.
N/A
Shares— from 1,117,575
Change-1,117,575 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 992,691
Change-992,691 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 980,517
Change-980,517 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 920,000
Change-920,000 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 844,815
Change-844,815 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 795,000
Change-795,000 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 779,200
Change-779,200 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 739,031
Change-739,031 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 634,630
Change-634,630 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 602,006
Change-602,006 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 588,682
Change-588,682 (-100%)
Value—
Cerity Partners Ocio LLC
N/A
Shares— from 577,281
Change-577,281 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 539,026
Change-539,026 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 522,174
Change-522,174 (-100%)
Value—
Prudential PLC
N/A
Shares— from 472,312
Change-472,312 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 441,124
Change-441,124 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 384,578
Change-384,578 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 357,849
Change-357,849 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 347,669
Change-347,669 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 297,998
Change-297,998 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 293,759
Change-293,759 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 283,483
Change-283,483 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 282,670
Change-282,670 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 254,408
Change-254,408 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 239,789
Change-239,789 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 203,071
Change-203,071 (-100%)
Value—
Portfolio Strategies, Inc.
N/A
Shares— from 175,468
Change-175,468 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 172,111
Change-172,111 (-100%)
Value—
BlueCrest Capital Management Ltd
N/A
Shares— from 167,000
Change-167,000 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 164,599
Change-164,599 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 131,286
Change-131,286 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 126,330
Change-126,330 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 124,202
Change-124,202 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 123,731
Change-123,731 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 122,260
Change-122,260 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 120,000
Change-120,000 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 119,562
Change-119,562 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 118,496
Change-118,496 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 112,988
Change-112,988 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 105,839
Change-105,839 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 103,763
Change-103,763 (-100%)
Value—
Spider Management Company, LLC
N/A
Shares— from 97,744
Change-97,744 (-100%)
Value—
Miller Investment Management, LP
N/A
Shares— from 95,530
Change-95,530 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 95,190
Change-95,190 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 92,560
Change-92,560 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 89,894
Change-89,894 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 85,735
Change-85,735 (-100%)
Value—
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A
Shares— from 84,287
Change-84,287 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 84,209
Change-84,209 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 82,577
Change-82,577 (-100%)
Value—
Cornerstone Advisors, LLC
N/A
Shares— from 80,177
Change-80,177 (-100%)
Value—
FMR LLC
N/A
Shares— from 79,278
Change-79,278 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 73,019
Change-73,019 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 72,238
Change-72,238 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 69,964
Change-69,964 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 69,835
Change-69,835 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 66,409
Change-66,409 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 66,155
Change-66,155 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 65,267
Change-65,267 (-100%)
Value—
Adapt Investment Managers SA
N/A
Shares— from 63,911
Change-63,911 (-100%)
Value—
Nan Shan Life Insurance Co., Ltd.
N/A
Shares— from 61,879
Change-61,879 (-100%)
Value—
Parker Investment Management, LLC
N/A
Shares— from 61,745
Change-61,745 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 61,203
Change-61,203 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 57,632
Change-57,632 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 56,684
Change-56,684 (-100%)
Value—
Pine Ridge Advisers LLC
N/A
Shares— from 56,475
Change-56,475 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 56,377
Change-56,377 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 56,345
Change-56,345 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 55,559
Change-55,559 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 54,060
Change-54,060 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 52,533
Change-52,533 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 50,409
Change-50,409 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 47,982
Change-47,982 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 47,832
Change-47,832 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 47,246
Change-47,246 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 46,274
Change-46,274 (-100%)
Value—
Provident Co of the Employees of the Hebrew University LTD
N/A
Shares— from 44,336
Change-44,336 (-100%)
Value—
University of Wisconsin Foundation
N/A
Shares— from 43,838
Change-43,838 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 42,850
Change-42,850 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 42,496
Change-42,496 (-100%)
Value—
&partners
N/A
Shares— from 42,366
Change-42,366 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 41,438
Change-41,438 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 41,381
Change-41,381 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 41,345
Change-41,345 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 41,190
Change-41,190 (-100%)
Value—
University of Illinois Foundation
N/A
Shares— from 40,031
Change-40,031 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 39,237
Change-39,237 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 39,080
Change-39,080 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 38,613
Change-38,613 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 37,960
Change-37,960 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 36,974
Change-36,974 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 36,962
Change-36,962 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 35,349
Change-35,349 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 33,547
Change-33,547 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 33,528
Change-33,528 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 33,123
Change-33,123 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 32,924
Change-32,924 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 32,615
Change-32,615 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 32,435
Change-32,435 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 31,877
Change-31,877 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 31,801
Change-31,801 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 31,603
Change-31,603 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 31,414
Change-31,414 (-100%)
Value—
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A
Shares— from 31,135
Change-31,135 (-100%)
Value—
Soros Capital Management LLC
N/A
Shares— from 30,700
Change-30,700 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 29,827
Change-29,827 (-100%)
Value—
FIL Ltd
N/A
Shares— from 29,081
Change-29,081 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 29,000
Change-29,000 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 28,520
Change-28,520 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 28,220
Change-28,220 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 27,972
Change-27,972 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 26,596
Change-26,596 (-100%)
Value—
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
N/A
Shares— from 26,245
Change-26,245 (-100%)
Value—
Blair William & Co
N/A
Shares— from 25,583
Change-25,583 (-100%)
Value—
URS Advisory LLC
N/A
Shares— from 25,302
Change-25,302 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 24,968
Change-24,968 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 24,944
Change-24,944 (-100%)
Value—
Marcho Partners LLP
N/A
Shares— from 24,500
Change-24,500 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 24,108
Change-24,108 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 24,030
Change-24,030 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 23,851
Change-23,851 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 23,557
Change-23,557 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 23,145
Change-23,145 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 22,890
Change-22,890 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 22,846
Change-22,846 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 22,544
Change-22,544 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 22,286
Change-22,286 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 22,059
Change-22,059 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 21,916
Change-21,916 (-100%)
Value—
Nwam LLC
N/A
Shares— from 21,500
Change-21,500 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 21,220
Change-21,220 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 21,074
Change-21,074 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 20,784
Change-20,784 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 20,351
Change-20,351 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 19,609
Change-19,609 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 19,556
Change-19,556 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 19,522
Change-19,522 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 19,312
Change-19,312 (-100%)
Value—
Capital Markets Trading UK LLP
N/A
Shares— from 19,000
Change-19,000 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 18,979
Change-18,979 (-100%)
Value—
Financial Freedom, LLC
N/A
Shares— from 18,728
Change-18,728 (-100%)
Value—
Aragon Global Management, LP
N/A
Shares— from 18,600
Change-18,600 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 18,345
Change-18,345 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 18,299
Change-18,299 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 18,066
Change-18,066 (-100%)
Value—
Lowery Thomas, LLC
N/A
Shares— from 17,895
Change-17,895 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 17,589
Change-17,589 (-100%)
Value—
Piedmont Capital Management, LLC
N/A
Shares— from 17,512
Change-17,512 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 17,372
Change-17,372 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 17,286
Change-17,286 (-100%)
Value—
Retirement Management Systems Inc.
N/A
Shares— from 17,236
Change-17,236 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 17,128
Change-17,128 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 17,040
Change-17,040 (-100%)
Value—
Naman Capital Ltda
N/A
Shares— from 16,857
Change-16,857 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 16,804
Change-16,804 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 16,618
Change-16,618 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 15,767
Change-15,767 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 15,118
Change-15,118 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 14,896
Change-14,896 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 14,823
Change-14,823 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 14,780
Change-14,780 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 14,651
Change-14,651 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 14,319
Change-14,319 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 13,841
Change-13,841 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 13,756
Change-13,756 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 13,707
Change-13,707 (-100%)
Value—
Guardian Capital, LLC
N/A
Shares— from 13,192
Change-13,192 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 13,181
Change-13,181 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 13,173
Change-13,173 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 13,123
Change-13,123 (-100%)
Value—
Nikulski Financial, Inc.
N/A
Shares— from 13,078
Change-13,078 (-100%)
Value—
Aft, Forsyth & Sober, LLC
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 12,975
Change-12,975 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 12,608
Change-12,608 (-100%)
Value—
Consolidated Portfolio Review Corp
N/A
Shares— from 12,505
Change-12,505 (-100%)
Value—
Lotus Technology Management, LP
N/A
Shares— from 12,291
Change-12,291 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 11,231
Change-11,231 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 11,138
Change-11,138 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 10,881
Change-10,881 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 10,667
Change-10,667 (-100%)
Value—
Hall Capital Management Co Inc
N/A
Shares— from 10,572
Change-10,572 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 10,502
Change-10,502 (-100%)
Value—
Ciovacco Capital Management LLC
N/A
Shares— from 10,496
Change-10,496 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 10,267
Change-10,267 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 10,200
Change-10,200 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 10,052
Change-10,052 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 10,040
Change-10,040 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 9,772
Change-9,772 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 8,750
Change-8,750 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 8,750
Change-8,750 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 8,650
Change-8,650 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 8,596
Change-8,596 (-100%)
Value—
RH Tailwind Management, LLC
N/A
Shares— from 8,500
Change-8,500 (-100%)
Value—
Corsair Capital Management, L.P.
N/A
Shares— from 8,500
Change-8,500 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 8,476
Change-8,476 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 8,302
Change-8,302 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 8,229
Change-8,229 (-100%)
Value—
Titiun Yejiel
N/A
Shares— from 8,214
Change-8,214 (-100%)
Value—
Stephens Inc
N/A
Shares— from 8,208
Change-8,208 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 8,090
Change-8,090 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 7,779
Change-7,779 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 7,751
Change-7,751 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 7,491
Change-7,491 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 7,477
Change-7,477 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 7,452
Change-7,452 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 7,245
Change-7,245 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 7,200
Change-7,200 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 7,167
Change-7,167 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 7,031
Change-7,031 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 6,900
Change-6,900 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 6,822
Change-6,822 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 6,724
Change-6,724 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 6,653
Change-6,653 (-100%)
Value—
Estate Planners Group, LLC
N/A
Shares— from 6,592
Change-6,592 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 6,486
Change-6,486 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 6,475
Change-6,475 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 6,471
Change-6,471 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 6,447
Change-6,447 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 6,287
Change-6,287 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 6,166
Change-6,166 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 6,053
Change-6,053 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 6,006
Change-6,006 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 5,933
Change-5,933 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 5,701
Change-5,701 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 5,577
Change-5,577 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 5,535
Change-5,535 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 5,469
Change-5,469 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 5,443
Change-5,443 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 5,371
Change-5,371 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 5,321
Change-5,321 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 5,279
Change-5,279 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 5,256
Change-5,256 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 5,208
Change-5,208 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 5,207
Change-5,207 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 5,109
Change-5,109 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 5,101
Change-5,101 (-100%)
Value—
Ascent Advisors, LLC
N/A
Shares— from 5,043
Change-5,043 (-100%)
Value—
Darden Wealth Group Inc
N/A
Shares— from 4,951
Change-4,951 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 4,921
Change-4,921 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 4,850
Change-4,850 (-100%)
Value—
Payne Capital LLC
N/A
Shares— from 4,816
Change-4,816 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 4,755
Change-4,755 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 4,755
Change-4,755 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 4,663
Change-4,663 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 4,609
Change-4,609 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 4,487
Change-4,487 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 4,257
Change-4,257 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 4,254
Change-4,254 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 4,228
Change-4,228 (-100%)
Value—
Mizuho Markets Americas LLC
N/A
Shares— from 4,200
Change-4,200 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 4,181
Change-4,181 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 4,177
Change-4,177 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 4,159
Change-4,159 (-100%)
Value—
Fox Hill Wealth Management
N/A
Shares— from 4,159
Change-4,159 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 4,152
Change-4,152 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 4,144
Change-4,144 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 4,137
Change-4,137 (-100%)
Value—
Kesler, Norman & Wride, LLC
N/A
Shares— from 4,115
Change-4,115 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 4,105
Change-4,105 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 4,096
Change-4,096 (-100%)
Value—
Betterment LLC
N/A
Shares— from 4,010
Change-4,010 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 4,007
Change-4,007 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 3,973
Change-3,973 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 3,886
Change-3,886 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 3,871
Change-3,871 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 3,858
Change-3,858 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 3,851
Change-3,851 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 3,850
Change-3,850 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 3,777
Change-3,777 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 3,765
Change-3,765 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 3,737
Change-3,737 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 3,724
Change-3,724 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 3,718
Change-3,718 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 3,681
Change-3,681 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 3,676
Change-3,676 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 3,648
Change-3,648 (-100%)
Value—
Sky-Mountain Capital Management, Inc.
N/A
Shares— from 3,626
Change-3,626 (-100%)
Value—
Harbour Wealth Management Group, Inc.
N/A
Shares— from 3,625
Change-3,625 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 3,614
Change-3,614 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 3,607
Change-3,607 (-100%)
Value—
Sassicaia Capital Advisers LLC
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 3,574
Change-3,574 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 3,547
Change-3,547 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 3,521
Change-3,521 (-100%)
Value—
Kane Investment Management, Inc.
N/A
Shares— from 3,518
Change-3,518 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 3,397
Change-3,397 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 3,358
Change-3,358 (-100%)
Value—
Regency Capital Management Inc.\DE
N/A
Shares— from 3,330
Change-3,330 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 3,315
Change-3,315 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 3,305
Change-3,305 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 3,244
Change-3,244 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 3,207
Change-3,207 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 3,204
Change-3,204 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 3,172
Change-3,172 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 3,162
Change-3,162 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 3,144
Change-3,144 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 3,138
Change-3,138 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 3,124
Change-3,124 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 3,089
Change-3,089 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 3,086
Change-3,086 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 3,062
Change-3,062 (-100%)
Value—
Credit Industriel ET Commercial
N/A
Shares— from 3,046
Change-3,046 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 3,038
Change-3,038 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 3,035
Change-3,035 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 3,008
Change-3,008 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 3,002
Change-3,002 (-100%)
Value—
NWI Management LP
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 2,931
Change-2,931 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 2,872
Change-2,872 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 2,853
Change-2,853 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 2,811
Change-2,811 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 2,804
Change-2,804 (-100%)
Value—
Q3 Asset Management
N/A
Shares— from 2,766
Change-2,766 (-100%)
Value—
Shay Capital LLC
N/A
Shares— from 2,750
Change-2,750 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 2,736
Change-2,736 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 2,665
Change-2,665 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 2,639
Change-2,639 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 2,638
Change-2,638 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 2,622
Change-2,622 (-100%)
Value—
Jackson Wealth Management, LLC
N/A
Shares— from 2,611
Change-2,611 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 2,607
Change-2,607 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 2,586
Change-2,586 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 2,560
Change-2,560 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 2,555
Change-2,555 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 2,551
Change-2,551 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 2,512
Change-2,512 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 2,490
Change-2,490 (-100%)
Value—
CMT Capital Markets Trading GmbH
N/A
Shares— from 2,469
Change-2,469 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 2,455
Change-2,455 (-100%)
Value—
Alpine Global Management, LLC
N/A
Shares— from 2,450
Change-2,450 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 2,435
Change-2,435 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 2,433
Change-2,433 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 2,428
Change-2,428 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 2,364
Change-2,364 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 2,348
Change-2,348 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 2,235
Change-2,235 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 2,233
Change-2,233 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 2,220
Change-2,220 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 2,198
Change-2,198 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 2,120
Change-2,120 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 2,101
Change-2,101 (-100%)
Value—
Accretive Wealth Partners, LLC
N/A
Shares— from 2,096
Change-2,096 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 2,094
Change-2,094 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 2,058
Change-2,058 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 2,043
Change-2,043 (-100%)
Value—
Alexis Investment Partners, LLC
N/A
Shares— from 2,041
Change-2,041 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 2,016
Change-2,016 (-100%)
Value—
Black Maple Capital Management LP
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 1,987
Change-1,987 (-100%)
Value—
Massar Capital Management, LP
N/A
Shares— from 1,968
Change-1,968 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 1,968
Change-1,968 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 1,947
Change-1,947 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 1,928
Change-1,928 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 1,915
Change-1,915 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,910
Change-1,910 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 1,906
Change-1,906 (-100%)
Value—
American Trust
N/A
Shares— from 1,873
Change-1,873 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 1,854
Change-1,854 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,840
Change-1,840 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 1,824
Change-1,824 (-100%)
Value—
Commerce Bank
N/A
Shares— from 1,811
Change-1,811 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 1,781
Change-1,781 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 1,781
Change-1,781 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 1,781
Change-1,781 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 1,780
Change-1,780 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 1,758
Change-1,758 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 1,734
Change-1,734 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 1,706
Change-1,706 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 1,704
Change-1,704 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,702
Change-1,702 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 1,692
Change-1,692 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 1,689
Change-1,689 (-100%)
Value—
Elevation Advisory Partners LLC
N/A
Shares— from 1,672
Change-1,672 (-100%)
Value—
Jefferson Bridge Capital, LLC
N/A
Shares— from 1,665
Change-1,665 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,650
Change-1,650 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 1,638
Change-1,638 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 1,635
Change-1,635 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 1,627
Change-1,627 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,624
Change-1,624 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 1,624
Change-1,624 (-100%)
Value—
Invst, LLC
N/A
Shares— from 1,615
Change-1,615 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 1,604
Change-1,604 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 1,543
Change-1,543 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 1,528
Change-1,528 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,523
Change-1,523 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 1,509
Change-1,509 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 1,488
Change-1,488 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 1,487
Change-1,487 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 1,480
Change-1,480 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 1,469
Change-1,469 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 1,449
Change-1,449 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 1,439
Change-1,439 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 1,435
Change-1,435 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 1,430
Change-1,430 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 1,416
Change-1,416 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 1,394
Change-1,394 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 1,393
Change-1,393 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 1,384
Change-1,384 (-100%)
Value—
Rasp Wealth Solutions, LLC
N/A
Shares— from 1,378
Change-1,378 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 1,336
Change-1,336 (-100%)
Value—
Interactive Financial Advisors, Inc.
N/A
Shares— from 1,289
Change-1,289 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 1,271
Change-1,271 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 1,245
Change-1,245 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 1,241
Change-1,241 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 1,232
Change-1,232 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 1,227
Change-1,227 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 1,226
Change-1,226 (-100%)
Value—
Somerset Group LLC
N/A
Shares— from 1,224
Change-1,224 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 1,187
Change-1,187 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 1,176
Change-1,176 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 1,159
Change-1,159 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 1,154
Change-1,154 (-100%)
Value—
Natixis
N/A
Shares— from 1,148
Change-1,148 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 1,147
Change-1,147 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 1,144
Change-1,144 (-100%)
Value—
Man Group plc
N/A
Shares— from 1,143
Change-1,143 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 1,138
Change-1,138 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 1,135
Change-1,135 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 1,132
Change-1,132 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 1,125
Change-1,125 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 1,125
Change-1,125 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 1,110
Change-1,110 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 1,103
Change-1,103 (-100%)
Value—
Centennial Bank
N/A
Shares— from 1,099
Change-1,099 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 1,077
Change-1,077 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 1,070
Change-1,070 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 1,060
Change-1,060 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 1,057
Change-1,057 (-100%)
Value—
Threadgill Financial, LLC
N/A
Shares— from 1,041
Change-1,041 (-100%)
Value—
Greenland Capital Management LP
N/A
Shares— from 1,034
Change-1,034 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 1,032
Change-1,032 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 1,029
Change-1,029 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 1,022
Change-1,022 (-100%)
Value—
Welch Financial Planning, LLC
N/A
Shares— from 1,010
Change-1,010 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 993
Change-993 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 983
Change-983 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 977
Change-977 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 969
Change-969 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 965
Change-965 (-100%)
Value—
Sharpepoint LLC
N/A
Shares— from 962
Change-962 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 941
Change-941 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 930
Change-930 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 928
Change-928 (-100%)
Value—
Cavalier Investments, LLC
N/A
Shares— from 923
Change-923 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 918
Change-918 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 913
Change-913 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 911
Change-911 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 910
Change-910 (-100%)
Value—
Sequent Asset Management, LLC
N/A
Shares— from 904
Change-904 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 903
Change-903 (-100%)
Value—
Daviman Financial, LLC
N/A
Shares— from 898
Change-898 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 890
Change-890 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 879
Change-879 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 872
Change-872 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 869
Change-869 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 864
Change-864 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 853
Change-853 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 841
Change-841 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 833
Change-833 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 829
Change-829 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 824
Change-824 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 823
Change-823 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 820
Change-820 (-100%)
Value—
Oakwell Private Wealth Management, LLC
N/A
Shares— from 818
Change-818 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 802
Change-802 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 795
Change-795 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 789
Change-789 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 771
Change-771 (-100%)
Value—
GenTrust, LLC
N/A
Shares— from 769
Change-769 (-100%)
Value—
Kropog Financial Group, LLC
N/A
Shares— from 762
Change-762 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 759
Change-759 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 746
Change-746 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 739
Change-739 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 738
Change-738 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 736
Change-736 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 734
Change-734 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 730
Change-730 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 724
Change-724 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 704
Change-704 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 682
Change-682 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 679
Change-679 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 674
Change-674 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 665
Change-665 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 660
Change-660 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 652
Change-652 (-100%)
Value—
EFG International AG
N/A
Shares— from 648
Change-648 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 642
Change-642 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 641
Change-641 (-100%)
Value—
KDT Advisors, LLC
N/A
Shares— from 640
Change-640 (-100%)
Value—
Everest Financial Group LLC
N/A
Shares— from 638
Change-638 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 632
Change-632 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 631
Change-631 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 629
Change-629 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 625
Change-625 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 618
Change-618 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 616
Change-616 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 615
Change-615 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 605
Change-605 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 602
Change-602 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 599
Change-599 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 594
Change-594 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 591
Change-591 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 587
Change-587 (-100%)
Value—
Main Management LLC
N/A
Shares— from 579
Change-579 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 573
Change-573 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 566
Change-566 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 565
Change-565 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 561
Change-561 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 559
Change-559 (-100%)
Value—
Sonoma Private Wealth LLC
N/A
Shares— from 556
Change-556 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 546
Change-546 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 528
Change-528 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 520
Change-520 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 520
Change-520 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 520
Change-520 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 519
Change-519 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 514
Change-514 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 507
Change-507 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 502
Change-502 (-100%)
Value—
Troutman Wealth Management, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 497
Change-497 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 492
Change-492 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 488
Change-488 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 480
Change-480 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 478
Change-478 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 476
Change-476 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 474
Change-474 (-100%)
Value—
Ark Wealth Advisors LLC
N/A
Shares— from 467
Change-467 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 465
Change-465 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 462
Change-462 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 460
Change-460 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 459
Change-459 (-100%)
Value—
STG Securities, LLC
N/A
Shares— from 451
Change-451 (-100%)
Value—
Bolthouse Investments, LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 450
Change-450 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 447
Change-447 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 445
Change-445 (-100%)
Value—
NerdWallet Wealth Partners, LLC
N/A
Shares— from 443
Change-443 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 442
Change-442 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 437
Change-437 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 435
Change-435 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 434
Change-434 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 420
Change-420 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 419
Change-419 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 418
Change-418 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 418
Change-418 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 414
Change-414 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 413
Change-413 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 413
Change-413 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 405
Change-405 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 403
Change-403 (-100%)
Value—
Traction Financial Partners, LLC
N/A
Shares— from 403
Change-403 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 400
Change-400 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 399
Change-399 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 396
Change-396 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 380
Change-380 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 380
Change-380 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 378
Change-378 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 375
Change-375 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 364
Change-364 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 363
Change-363 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 363
Change-363 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 361
Change-361 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 359
Change-359 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 358
Change-358 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 355
Change-355 (-100%)
Value—
Osprey Private Wealth LLC
N/A
Shares— from 352
Change-352 (-100%)
Value—
Pitti Group Wealth Management, LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 350
Change-350 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 342
Change-342 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 341
Change-341 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 340
Change-340 (-100%)
Value—
Summitry LLC
N/A
Shares— from 334
Change-334 (-100%)
Value—
Purkiss Capital Advisors LLC
N/A
Shares— from 331
Change-331 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 330
Change-330 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 328
Change-328 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 328
Change-328 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 323
Change-323 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 322
Change-322 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 321
Change-321 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 320
Change-320 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 315
Change-315 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 314
Change-314 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 311
Change-311 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 310
Change-310 (-100%)
Value—
JHP Wealth Management, LLC
N/A
Shares— from 309
Change-309 (-100%)
Value—
Dravo BAY LLC
N/A
Shares— from 307
Change-307 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 306
Change-306 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 305
Change-305 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 305
Change-305 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 303
Change-303 (-100%)
Value—
XP Advisory US, Inc.
N/A
Shares— from 295
Change-295 (-100%)
Value—
Battery Global Advisors, LLC
N/A
Shares— from 273
Change-273 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 265
Change-265 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 257
Change-257 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 246
Change-246 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 236
Change-236 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 226
Change-226 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 225
Change-225 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 223
Change-223 (-100%)
Value—
Peterson Wealth Management
N/A
Shares— from 207
Change-207 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 200
Change-200 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 200
Change-200 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 195
Change-195 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 194
Change-194 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 189
Change-189 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 189
Change-189 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 187
Change-187 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 161
Change-161 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 158
Change-158 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 157
Change-157 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 132
Change-132 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 130
Change-130 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 129
Change-129 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 125
Change-125 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 125
Change-125 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 125
Change-125 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 123
Change-123 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 116
Change-116 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 116
Change-116 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 110
Change-110 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 108
Change-108 (-100%)
Value—
CNB Bank
N/A
Shares— from 100
Change-100 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 100
Change-100 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 99
Change-99 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 87
Change-87 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 83
Change-83 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 83
Change-83 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 79
Change-79 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 73
Change-73 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 72
Change-72 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 65
Change-65 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 64
Change-64 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 60
Change-60 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 59
Change-59 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 59
Change-59 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 58
Change-58 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 52
Change-52 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 49
Change-49 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 44
Change-44 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 40
Change-40 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 39
Change-39 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 36
Change-36 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 26
Change-26 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 25
Change-25 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 16
Change-16 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 15
Change-15 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 14
Change-14 (-100%)
Value—
Collier Financial
N/A
Shares— from 11
Change-11 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Berkshire Capital Holdings Inc
N/A
Shares— from 10
Change-10 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 8
Change-8 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 5
Change-5 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 4
Change-4 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Citigroup Inc
INCREASED1,392,980820,261+572,719+70%$538.0M$848.3M+$310.3M2026-11-04
Meitav Investment House LTD
INCREASED902,682613,486+289,196+47%$402.4M$549.7M+$147.4M2026-10-28
Harel Insurance Investments & Financial Services Ltd.
INCREASED540,861347,156+193,705+56%$227.7M$329.4K-$227.4M2026-11-02
Mirae Asset Global Investments Co., Ltd.
INCREASED301,745159,429+142,316+89%$104.6M$183.8M+$79.2M2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED225,388205,405+19,983+10%$134.7M$137.3K-$134.6M2026-11-02
Commonwealth Equity Services, LLC
INCREASED198,296189,914+8,382+4%$124.6M$120.8M-$3.8M2026-11-02
Howard Capital Management, LLC
UNCHANGED197,200197,20000%$129.3M$120.1M-$9.2M2026-10-16
GoalVest Advisory LLC
INCREASED174,65060+174,590+290983%$39.4K$211.1K+$171.8K2026-10-02
Kestra Advisory Services, LLC
INCREASED146,897137,546+9,351+7%$90.2M$89.5M-$755.2K2026-11-02
Moss Adams Wealth Advisors LLC
DECREASED111,865120,494-8,629-7%$79.0M$68.1M-$10.9M2026-10-28
Concurrent Investment Advisors, LLC
INCREASED100,33585,048+15,287+18%$55.8M$61.1M+$5.3M2026-10-16
Rezny Wealth Management, Inc.
DECREASED92,24992,798-549-1%$60.9M$56.2M-$4.7M2026-10-15
Thrivent Financial for Lutherans
DECREASED91,73392,516-783-1%$60.7M$55.9K-$60.6M2026-11-05
Assetmark, Inc
INCREASED87,85780,312+7,545+9%$52.7M$53.5M+$828.9K2026-10-21
Yarbrough Capital, LLC
UNCHANGED81,14881,14800%$53.2M$49.4M-$3.8M2026-10-19
Park Avenue Securities LLC
INCREASED78,65971,834+6,825+10%$47.1M$47.9K-$47.1M2026-10-26
Lyell Wealth Management, LP
INCREASED76,96776,152+815+1%$49.9M$46.9M-$3.1M2026-10-30
Mirae Asset Securities (USA) Inc.
DECREASED75,148150,502-75,354-50%$98.7M$45.8M-$52.9M2026-10-15
Ayalon Insurance Comp Ltd.
INCREASED74,79241,001+33,791+82%$26.9K$45.5K+$18.7K2026-10-08
SBI Securities Co., Ltd.
DECREASED70,83193,493-22,662-24%$61.3M$43.1M-$18.2M2026-10-22
Independent Financial Group, LLC
INCREASED63,09462,339+755+1%$40.9M$38.4M-$2.5M2026-10-13
Y.D. More Investments Ltd
INCREASED58,88837,169+21,719+58%$24.4M$35.8M+$11.4M2026-11-02
Kraft, Davis & Associates, LLC
DECREASED58,42160,208-1,787-3%$35.5M$32.3M-$3.3M2026-10-21
Principle Wealth Partners LLC
DECREASED56,40662,788-6,382-10%$41.2M$34.4M-$6.8M2026-11-02
M & L Capital Management Ltd
DECREASED54,30059,100-4,800-8%$38.8M$33.1M-$5.7M2026-10-26
Blue Zone Wealth Advisors, LLC
INCREASED54,03950,513+3,526+7%$33.1M$32.9M-$221.2K2026-10-19
Navigation Group, LLC
DECREASED53,67265,575-11,903-18%$43.0M$32.7M-$10.3M2026-10-28
Exchange Traded Concepts, LLC
UNCHANGED52,33652,33600%$34.3M$31.9M-$2.5M2026-10-28
Petredis Investment Advisors LLC
INCREASED48,67947,428+1,251+3%$31.1M$29.6M-$1.5M2026-10-20
Bank Julius Baer & Co. Ltd, Zurich
INCREASED48,50045,888+2,612+6%$30.0M$29.5M-$508.7K2026-10-29
Nfsg Corp
INCREASED48,49546,477+2,018+4%$30.5M$29.5M-$950.6K2026-10-15
Creative Planning
INCREASED48,01245,116+2,896+6%$29.6M$29.2M-$352.2K2026-11-02
Wespac Advisors SoCal, LLC
DECREASED47,83048,055-2250%$31.5M$29.1M-$2.4M2026-10-13
MKP Capital Management, L.L.C.
INCREASED46,25743,900+2,357+5%$28.8M$28.2M-$623.1K2026-11-04
Schorn Wealth LLC
INCREASED44,02242,107+1,915+5%$27.6M$26.8M-$808.2K2026-10-14
Lido Advisors, LLC
INCREASED43,60127,384+16,217+59%$18.0M$26.6M+$8.6M2026-11-04
Sowell Financial Services LLC
DECREASED41,68651,206-9,520-19%$33.6M$25.4M-$8.2M2026-10-23
Truist Financial Corp
DECREASED39,53143,109-3,578-8%$28.3M$24.1M-$4.2M2026-10-30
J.W. Cole Advisors, Inc.
INCREASED39,48839,474+14+0%$25.9M$24.0M-$1.8M2026-11-05
Wealthcare Advisory Partners LLC
INCREASED39,27922,656+16,623+73%$14.9M$23.9M+$9.1M2026-10-21
Prospera Financial Services Inc
INCREASED38,75031,622+7,128+23%$20.7M$20.2M-$495.3K2026-11-04
Avalon Capital Management
DECREASED37,74547,957-10,212-21%$31.5M$23.0M-$8.5M2026-11-04
Ring Mountain Capital, LLC
INCREASED37,15536,701+454+1%$24.1M$22.6M-$1.4M2026-10-13
Diversified Enterprises, LLC
DECREASED35,42636,214-788-2%$23.8M$21.6M-$2.2M2026-10-19
Joseph P. Lucia & Associates, LLC
DECREASED35,38835,559-1710%$23.3M$21.6M-$1.8M2026-10-30
Kozak & Associates, Inc.
DECREASED35,28439,507-4,223-11%$24.5M$20.0M-$4.5M2026-10-29
Apollon Wealth Management, LLC
DECREASED34,83339,688-4,855-12%$26.0M$21.2M-$4.8M2026-10-23
TD Waterhouse Canada Inc.
DECREASED34,62855,159-20,531-37%$34.2M$21.4M-$12.8M2026-10-16
Atria Investments, Inc
INCREASED34,06928,805+5,264+18%$18.9M$20.7M+$1.9M2026-10-15
B. Riley Wealth Advisors, Inc.
INCREASED33,98133,074+907+3%$20.9M$20.7M-$207.8K2026-10-13
Fifth Third Securities, Inc.
DECREASED33,63538,384-4,749-12%$25.2M$20.5M-$4.7M2026-10-21
KCM Investment Advisors LLC
INCREASED33,29324,728+8,565+35%$16.2M$20.3M+$4.1M2026-10-27
Horizon Wealth Management, LLC
INCREASED31,4664,634+26,832+579%$3.0M$19.2M+$16.1M2026-11-02
Kestra Private Wealth Services, LLC
INCREASED30,16528,672+1,493+5%$18.8M$18.4M-$435.6K2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED29,46426,009+3,455+13%$15.9M$17.9M+$2.0M2026-10-13
Valence8 US LP
INCREASED29,32820,934+8,394+40%$13.7M$17.9M+$4.1M2026-11-03
Wealth Quarterback LLC
INCREASED29,02528,436+589+2%$18.7M$17.7M-$974.8K2026-10-20
Penobscot Investment Management Company, Inc.
DECREASED28,54532,440-3,895-12%$21.3M$17.4M-$3.9M2026-10-26
Ferguson Wellman Capital Management, Inc
DECREASED28,40829,167-759-3%$19.1M$17.3M-$1.8M2026-10-05
TCP Asset Management, LLC
INCREASED28,00026,573+1,427+5%$17.4M$17.7M+$227.9K2026-10-14
Cornerstone Wealth Management, LLC
DECREASED27,35527,370-150%$18.0M$16.7M-$1.3M2026-11-04
Kwmg, LLC
DECREASED27,31527,868-553-2%$18.3M$16.6M-$1.6M2026-10-07
Imc-Chicago, LLC
NEW26,991—+26,991——$16.4M—2026-11-05
J.Safra Asset Management Corp
INCREASED24,59923,708+891+4%$15.5M$15.0M-$569.0K2026-11-03
Ashurst Perkins Coie Trust Co
INCREASED24,57423,628+946+4%$15.5M$15.0M-$531.7K2026-10-15
CoreCap Advisors, LLC
DECREASED24,39224,802-410-2%$16.3M$14.9M-$1.4M2026-10-08
HBW Advisory Services LLC
INCREASED24,29223,791+501+2%$15.6M$14.8M-$810.6K2026-10-15
Csenge Advisory Group
DECREASED23,72026,951-3,231-12%$17.7M$14.4M-$3.2M2026-11-04
Madrona Financial Services, LLC
INCREASED23,58221,240+2,342+11%$13.9M$14.4M+$430.3K2026-10-23
Woodmont Investment Counsel LLC
DECREASED23,56925,122-1,553-6%$16.5M$14.4M-$2.1M2026-10-29
MFA Wealth Advisors, LLC
DECREASED23,00623,356-350-1%$15.3M$14.0M-$1.3M2026-10-07
Tamar Securities, LLC
INCREASED22,78219,837+2,945+15%$13.0M$13.9M+$863.5K2026-11-03
Means Investment Co., Inc.
INCREASED22,69821,094+1,604+8%$13.8M$13.8M-$12.6K2026-11-03
AJ Advisors, LLC
DECREASED22,65823,453-795-3%$15.4M$13.8M-$1.6M2026-10-29
Pachira Investments Inc.
INCREASED22,54318,337+4,206+23%$12.0M$13.7M+$1.7M2026-10-14
Sigma Planning Corp
DECREASED22,13824,678-2,540-10%$16.2M$13.5M-$2.7M2026-10-23
Oppenheimer Asset Management Inc.
INCREASED21,89821,354+544+3%$14.0M$13.3M-$670.0K2026-10-27
Rye Brook Capital LLC
INCREASED21,41921,110+309+1%$13.8M$13.0K-$13.8M2026-10-07
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
UNCHANGED21,04021,04000%$13.8M$12.8M-$986.6K2026-10-15
WT Wealth Management
INCREASED20,87219,410+1,462+8%$12.7M$12.7M-$20.1K2026-10-13
Trilogy Capital Inc.
INCREASED20,82717,990+2,837+16%$11.8M$12.7M+$884.2K2026-10-20
Spire Wealth Management
DECREASED20,80421,080-276-1%$13.8M$12.7M-$1.2M2026-10-30
Hudock, Inc.
INCREASED20,38420,322+62+0%$13.3M$12.4M-$914.9K2026-10-14
Cooper Capital Advisors LLC
INCREASED20,28620,173+113+1%$13.2M$12.4M-$877.1K2026-10-29
Oasis Advisors, LLC
INCREASED20,25416,029+4,225+26%$10.5M$12.3M+$1.8M2026-10-16
Richmond Investment Services, LLC
DECREASED20,20020,703-503-2%$13.6M$12.3M-$1.3M2026-10-29
Legacy Financial Strategies, LLC
INCREASED19,66618,874+792+4%$12.4M$12.0M-$402.7K2026-10-15
Mission Wealth Management, LP
DECREASED19,39822,458-3,060-14%$14.7M$11.8M-$2.9M2026-10-15
Mezzasalma Advisors, LLC
DECREASED19,36322,086-2,723-12%$6.8M$5.1M-$1.6M2026-10-14
PFG Advisors
DECREASED18,85319,213-360-2%$12.6M$11.5M-$1.1M2026-10-16
Cornerstone Enterprises, LLC
INCREASED18,6289,219+9,409+102%$6.0M$11.3M+$5.3M2026-10-15
SBE LLC DBA Cedar Cove Wealth Partners
INCREASED18,61812,536+6,082+49%$8.2M$11.3M+$3.1M2026-10-15
Brookstone Capital Management
DECREASED18,43224,394-5,962-24%$16.0M$11.2M-$4.8M2026-10-22
IFP Advisors, Inc
INCREASED17,2037,723+9,480+123%$5.1M$10.5M+$5.4M2026-10-16
AlphaCore Capital LLC
INCREASED17,0891,757+15,332+873%$1.2M$10.4M+$9.3M2026-11-04
Larson Financial Group LLC
INCREASED16,04915,498+551+4%$10.2M$9.8M-$390.9K2026-11-05
Farther Finance Advisors, LLC
INCREASED16,04715,271+776+5%$10.0M$9.8M-$243.1K2026-10-08
Moneco Advisors, LLC
INCREASED16,03115,669+362+2%$10.3M$9.8M-$514.3K2026-11-05
Vontobel Holding Ltd.
INCREASED15,61613,583+2,033+15%$8.9M$9.5M+$601.2K2026-10-16
Center for Wealth Management Advisory
DECREASED15,33716,009-672-4%$10.5M$9.3M-$1.2M2026-10-23
Basso Capital Management, L.P.
DECREASED15,18716,651-1,464-9%$10.9M$9.2M-$1.7M2026-10-30
Wedbush Securities Inc
DECREASED14,70415,377-673-4%$10.1M$9.0K-$10.1M2026-10-22
StoneCrest Wealth Management, Inc.
DECREASED14,68414,872-188-1%$9.8M$8.9M-$811.8K2026-11-03
Meridian Wealth Management, LLC
INCREASED14,53412,376+2,158+17%$8.1M$8.9M+$734.0K2026-11-05
Pennsylvania Capital Management Inc
DECREASED13,87813,892-140%$9.1M$8.5M-$659.9K2026-11-05
Parallel Advisors, LLC
INCREASED13,74113,607+134+1%$8.9M$8.4M-$556.5K2026-11-03
NTV Asset Management LLC
DECREASED13,62614,276-650-5%$9.4M$8.3M-$1.1M2026-10-23
Crown Wealth Group, LLC
DECREASED13,55519,624-6,069-31%$12.9M$8.3M-$4.6M2026-10-19
Westwood Wealth Management
UNCHANGED13,42513,42500%$8.8M$8.2M-$629.5K2026-10-29
MGO One Seven LLC
DECREASED13,36215,031-1,669-11%$9.9M$8.1M-$1.7M2026-10-28
Pinnacle Associates LTD
DECREASED13,23813,870-632-5%$9.1M$8.1M-$1.0M2026-10-20
Odyssey Capital Advisors, Inc.
INCREASED12,94312,773+170+1%$8.4M$7.9M-$495.5K2026-10-26
Jefferies Financial Group Inc.
DECREASED12,62544,940-32,315-72%$29.5M$7.7M-$21.8M2026-11-05
Kingswood Wealth Advisors, LLC
DECREASED12,59117,018-4,427-26%$11.2M$7.7M-$3.5M2026-10-23
International Assets Investment Management, LLC
INCREASED12,57911,772+807+7%$7.3M$7.8M+$467.3K2026-11-02
Norden Group LLC
INCREASED12,55512,504+51+0%$8.2M$7.6M-$555.3K2026-10-20
Oppenheimer & Co Inc
DECREASED12,43712,465-280%$8.2M$7.6M-$601.5K2026-10-26
Fifth Third Bancorp
INCREASED12,19111,173+1,018+9%$7.3M$7.4M+$95.5K2026-11-05
NWF Advisory Services Inc.
INCREASED12,16111,705+456+4%$7.7M$7.4M-$271.1K2026-10-19
Segment Wealth Management, LLC
DECREASED11,84712,211-364-3%$8.0M$7.2M-$794.3K2026-10-26
Perigon Wealth Management, LLC
DECREASED11,74311,990-247-2%$7.9M$7.2M-$712.6K2026-10-22
Apollon Financial, LLC
INCREASED11,74211,264+478+4%$7.4M$7.2M-$237.0K2026-10-23
Allspring Global Investments Holdings, LLC
DECREASED11,72913,454-1,725-13%$8.3M$7.2M-$1.1M2026-11-04
Claro Advisors Inc.
INCREASED11,44511,376+69+1%$7.5M$7.0M-$491.5K2026-11-02
SeaCrest Wealth Management, LLC
INCREASED11,09610,232+864+8%$6.7M$6.8M+$46.2K2026-10-21
Traynor Capital Management, Inc.
INCREASED10,96710,845+122+1%$7.1M$6.7M-$433.8K2026-10-29
Sims Investment Management, LLC
DECREASED10,90310,942-390%$7.2M$6.6M-$536.9K2026-10-13
Westside Investment Management, Inc.
DECREASED10,85011,126-276-2%$7.3M$6.6M-$673.8K2026-11-02
Bluesphere Advisors LLC
DECREASED10,84510,869-240%$7.1M$6.6M-$524.3K2026-10-19
D.A. Davidson & Co.
INCREASED10,52510,106+419+4%$6.6M$6.4M-$218.7K2026-10-28
Madden Securities Corp
INCREASED10,49510,387+108+1%$6.8M$6.4M-$421.3K2026-10-27
Kaizen Financial Strategies
DECREASED10,33910,997-658-6%$6.8M$6.3M-$527.2K2026-10-09
Integrity Alliance, Llc.
DECREASED10,23010,885-655-6%$7.1M$6.2M-$909.3K2026-10-29
Ethic Inc.
NEW10,166—+10,166——$6.2M—2026-11-03
Castle Rock Wealth Management, LLC
DECREASED10,14410,877-733-7%$6.7M$6.4M-$332.4K2026-10-09
ARS Investment Partners, LLC
DECREASED10,14114,047-3,906-28%$9.2M$6.2M-$3.0M2026-11-05
VestGen Advisors, LLC
DECREASED9,79110,220-429-4%$6.7M$6.0M-$740.6K2026-10-27
Clear Creek Financial Management, LLC
DECREASED9,74522,806-13,061-57%$15.0M$5.9M-$9.0M2026-10-28
Valley National Advisers Inc
DECREASED9,74310,004-261-3%$6.6M$5.9M-$628.0K2026-10-23
Sage Mountain Advisors LLC
UNCHANGED9,7399,73900%$6.4M$5.9M-$456.7K2026-11-02
Creative Financial Designs Inc
INCREASED9,5558,922+633+7%$5.9M$5.8M-$32.9K2026-11-04
Surience Private Wealth LLC
NEW9,507—+9,507——$5.8M—2026-10-16
Urban Wealth Management, LLC
DECREASED9,47510,389-914-9%$6.8M$5.8M-$1.0M2026-10-21
StoneX Group Inc.
DECREASED9,40915,222-5,813-38%$9.5M$5.7M-$3.8M2026-11-03
GC Wealth Management RIA, LLC
INCREASED9,2218,728+493+6%$5.7M$5.6M-$109.1K2026-11-02
Hutchens & Kramer Investment Management Group, LLC
DECREASED9,0829,295-213-2%$6.1M$5.5M-$565.6K2026-10-16
Krilogy Financial LLC
INCREASED8,9728,863+109+1%$5.8M$5.3M-$510.8K2026-10-13
Ferguson Shapiro LLC
INCREASED8,9586,905+2,053+30%$4.5M$5.5M+$926.5K2026-10-16
Accurate Wealth Management, LLC
INCREASED8,9088,035+873+11%$4.9M$5.2M+$331.7K2026-10-20
LifeWealth Investments, LLC
INCREASED8,9088,407+501+6%$5.5M$5.4M-$89.1K2026-10-21
Ignite Planners, LLC
INCREASED8,8317,889+942+12%$5.2M$5.4M+$217.3K2026-10-14
Sacks & Associates, LLC
DECREASED8,7458,976-231-3%$4.9M$5.3M+$473.9K2026-10-09
PW Nova Financial Services LLC
DECREASED8,7359,864-1,129-11%$6.5M$5.3M-$1.2M2026-10-15
HUB Investment Partners, LLC
INCREASED8,7096,863+1,846+27%$4.5M$5.3M+$802.2K2026-11-03
Delta Financial Advisors LLC
INCREASED8,6108,518+92+1%$5.6M$5.2M-$343.4K2026-10-27
WealthBridge Investment Counsel Inc.
INCREASED8,6008,575+25+0%$5.6K$5.2K-$3872026-10-13
BIP Wealth, LLC
INCREASED8,5128,186+326+4%$5.4M$5.2M-$185.2K2026-10-22
Arcataur Capital Management LLC
DECREASED8,4888,509-210%$5.6M$5.2M-$411.8K2026-10-21
Berbice Capital Management LLC
INCREASED8,4827,534+948+13%$4.9M$5.2M+$224.1K2026-10-13
JB Capital LLC
INCREASED8,3287,387+941+13%$4.8M$5.1M+$226.7K2026-10-19
Flagship Harbor Advisors, LLC
DECREASED8,2718,325-54-1%$5.5M$5.0M-$423.2K2026-10-26
Choreo, LLC
INCREASED8,2437,323+920+13%$4.8M$5.0M+$217.2K2026-10-28
Blvd Private Wealth, LLC
DECREASED8,0328,518-486-6%$5.6M$4.9M-$695.3K2026-10-14
Paragon Advisors, LLC
INCREASED7,8247,488+336+4%$4.9M$4.8M-$146.2K2026-11-03
Tactive Advisors, LLC
INCREASED7,8107,340+470+6%$4.8M$4.8M-$57.5K2026-10-08
Systelligence, LLC
INCREASED7,7813,504+4,277+122%$2.3M$1.6M-$686.2K2026-11-05
Todd Wealth Management, LLC
DECREASED7,7647,849-85-1%$5.1M$4.7M-$419.8K2026-10-19
WBI Investments, LLC
INCREASED7,7587,111+647+9%$4.7M$4.7M+$60.4K2026-11-05
Provenance Wealth Advisors, LLC
INCREASED7,751562+7,189+1279%$368.6K$4.7M+$4.4M2026-10-30
WestEnd Advisors, LLC
NEW7,656—+7,656——$4.7M—2026-10-27
Ascentis Independent Advisors
INCREASED7,613221+7,392+3345%$144.9K$4.6M+$4.5M2026-11-03
5th Street Advisors, LLC
INCREASED7,6017,294+307+4%$4.8M$4.6M-$155.1K2026-11-04
Magnus Financial Group LLC
INCREASED7,3717,169+202+3%$4.7M$4.5M-$213.0K2026-10-21
Three Magnolias Financial Advisors, LLC
DECREASED7,3298,294-965-12%$5.4M$4.5M-$976.6K2026-10-14
Flagship Wealth Advisors, LLC
INCREASED7,2147,139+75+1%$4.7M$4.4M-$289.1K2026-11-03
Robertson Stephens Wealth Management, LLC
DECREASED7,1608,162-1,002-12%$5.4M$4.4M-$992.7K2026-10-16
Keystone Global Partners, LLC
DECREASED7,1558,667-1,512-17%$5.7M$4.4M-$1.3M2026-10-13
Private Trust Co NA
INCREASED7,0545,602+1,452+26%$3.7M$4.3M+$621.6K2026-10-20
McGuire Investment Group, LLC
INCREASED7,0106,948+62+1%$4.6M$4.3M-$288.0K2026-10-23
15 Wealth Advisors LLC
NEW7,007—+7,007——$4.3M—2026-10-14
Flagstar Securities, Inc
DECREASED6,9368,030-1,094-14%$5.3M$4.2M-$1.0M2026-10-15
Perennial Advisors, LLC
INCREASED6,8715,171+1,700+33%$3.4M$4.2M+$792.8K2026-10-13
Elevation Point Wealth Partners, LLC
INCREASED6,7822,673+4,109+154%$1.8M$4.1M+$2.4M2026-11-05
Joel Isaacson & Co., LLC
UNCHANGED6,7706,77000%$4.4M$4.1M-$317.4K2026-11-05
Snider Financial Group
INCREASED6,7186,704+14+0%$4.4M$4.1M-$305.3K2026-10-16
Altfest L J & Co Inc
DECREASED6,7027,744-1,042-13%$5.1M$4.1M-$997.9K2026-10-27
Beaumont Financial Advisors, LLC
INCREASED6,5686,565+3+0%$4.3M$4.0M-$306.0K2026-10-22
William John Sempolinski
DECREASED6,4777,882-1,405-18%$5.2M$3.9M-$1.2M2026-10-20
Absolute Capital Management, LLC
INCREASED6,4456,427+18+0%$4.2M$3.9M-$290.4K2026-10-16
Ridgepath Capital Management LLC
INCREASED6,3871,039+5,348+515%$681.5K$3.9M+$3.2M2026-10-29
Stackstone Wealth, LLC
NEW6,362—+6,362——$3.9M—2026-10-19
CLG LLC
INCREASED6,2994,143+2,156+52%$2.7M$3.8M+$1.1M2026-10-13
Curran Financial Partners, LLC
INCREASED6,2794,017+2,262+56%$2.6M$3.8M+$1.2M2026-11-04
Mascagni Wealth Management, Inc.
INCREASED6,2356,207+28+0%$4.1M$3.8M-$274.2K2026-10-23
Telos Capital Management, Inc.
DECREASED6,2346,388-154-2%$4.2M$3.8M-$393.3K2026-11-02
Advisors Management Group Inc
DECREASED6,1296,350-221-3%$4.2M$3.7K-$4.2M2026-11-05
RFG Advisory, LLC
INCREASED6,1243,010+3,114+103%$2.0M$3.7M+$1.8M2026-11-03
Leeward Financial Partners, LLC
INCREASED6,0696,017+52+1%$3.9M$3.7M-$250.5K2026-10-23
Sovran Advisors, LLC
DECREASED6,0646,534-470-7%$3.5M$3.4M-$54.4K2026-11-02
SFI Advisors, LLC
INCREASED6,0415,928+113+2%$3.9M$3.7M-$208.9K2026-10-30
HB Wealth Management, LLC
DECREASED6,0087,145-1,137-16%$4.7M$3.7M-$1.0M2026-10-23
Accel Wealth Management
INCREASED5,9915,439+552+10%$3.6M$3.6M+$81.3K2026-10-13
Cypress Capital Group
INCREASED5,9153,712+2,203+59%$2.4M$3.6M+$1.2M2026-11-03
Diversify Advisory Services, LLC
DECREASED5,89011,401-5,511-48%$6.3M$3.3M-$3.0M2026-10-20
Diversify Wealth Management, LLC
DECREASED5,89011,401-5,511-48%$6.3M$3.3M-$3.0M2026-10-20
Piscataqua Savings Bank
INCREASED5,8375,830+7+0%$3.8M$3.6M-$269.1K2026-10-21
Avidian Wealth Enterprises, LLC
INCREASED5,8315,056+775+15%$3.3M$3.6M+$234.9K2026-10-08
Gerber Kawasaki Wealth & Investment Management
DECREASED5,8255,965-140-2%$3.9M$3.5M-$364.7K2026-10-29
Tennessee Valley Asset Management Partners
INCREASED5,7595,018+741+15%$3.3M$3.5M+$216.0K2026-11-03
First Heartland Consultants, Inc.
INCREASED5,6845,560+124+2%$3.6M$3.5M-$185.2K2026-10-08
Calamos Wealth Management LLC
DECREASED5,6775,797-120-2%$3.8M$3.5M-$344.9K2026-11-02
Altura Wealth Advisors Inc.
INCREASED5,6145,147+467+9%$3.4M$3.4M+$43.1K2026-10-22
Strategic Financial Group, LLC
NEW5,578—+5,578——$3.4M—2026-10-08
Bright Futures Wealth Management, Llc.
DECREASED5,5785,612-34-1%$3.7M$3.4M-$283.9K2026-10-23
TD Private Client Wealth LLC
DECREASED5,5748,119-2,545-31%$5.3M$3.4M-$1.9M2026-10-28
US Bancorp \de\
INCREASED5,5354,116+1,419+34%$2.7M$3.4M+$671.2K2026-11-05
Founders Financial Securities LLC
DECREASED5,45910,013-4,554-45%$6.6M$3.3M-$3.2M2026-10-28
Future Financial Wealth Managment LLC
DECREASED5,3305,737-407-7%$3.3M$3.2M-$82.8K2026-10-15
OpenArc Corporate Advisory, LLC
INCREASED5,2584,982+276+6%$3.3M$3.2M-$65.5K2026-10-21
MY Wealth Management Inc.
INCREASED5,1072,338+2,769+118%$1.5M$3.1M+$1.6M2026-10-21
Simplicity Wealth,LLC
INCREASED5,1022,925+2,177+74%$1.9M$3.1M+$1.2M2026-10-23
Riggs Asset Managment Co. Inc.
INCREASED5,0673,372+1,695+50%$2.2M$3.1M+$874.1K2026-11-05
Moulton Wealth Management, Inc
DECREASED5,0295,076-47-1%$3.2M$3.1M-$56.1K2026-10-13
Carmel Capital Management L.L.C.
DECREASED4,9274,937-100%$3.2M$3.0M-$237.6K2026-10-30
Chemung Canal Trust Co
INCREASED4,8294,797+32+1%$3.1M$2.9M-$205.4K2026-11-04
Great Diamond Partners, LLC
DECREASED4,8145,055-241-5%$3.3M$2.9M-$383.8K2026-10-13
Concord Wealth Partners
DECREASED4,8135,061-248-5%$3.3M$2.9M-$388.4K2026-11-02
Prime Capital Investment Advisors, LLC
INCREASED4,7994,401+398+9%$2.9M$2.9M+$36.0K2026-10-20
Brighton Jones LLC
INCREASED4,7614,161+600+14%$2.7M$2.9M+$170.2K2026-11-03
Grantvest Financial Group LLC
DECREASED4,7275,119-392-8%$3.4M$2.9M-$478.9K2026-10-21
Signal Advisors Wealth, LLC
DECREASED4,7275,111-384-8%$3.4M$2.9M-$473.3K2026-10-13
Milestones Private Investment Advisors LLC
DECREASED4,6748,574-3,900-45%$5.6M$2.8M-$2.8M2026-10-19
Concord Asset Management, LLC
DECREASED4,6434,876-233-5%$3.2M$2.8M-$370.4K2026-11-02
Trademark Financial Management, LLC
DECREASED4,6085,566-958-17%$3.7M$2.8M-$844.4K2026-10-23
Avior Wealth Management, LLC
DECREASED4,5974,799-202-4%$3.1M$2.8M-$348.0K2026-10-13
Evolution Wealth Advisors, LLC
INCREASED4,5744,548+26+1%$3.0M$2.8M-$197.4K2026-11-03
Cadent Capital Advisors, LLC
NEW4,560—+4,560——$2.8M—2026-10-09
Dumont & Blake Investment Advisors LLC
DECREASED4,5086,355-1,847-29%$4.2M$2.7M-$1.4M2026-10-28
Badgley Phelps Wealth Managers, LLC
DECREASED4,4634,531-68-1%$3.0M$2.7M-$253.9K2026-10-22
Cordoba Advisory Partners LLC
INCREASED4,4461,625+2,821+174%$1.1M$2.7M+$1.6M2026-10-19
Providence First Trust Co
DECREASED4,4444,690-246-5%$3.1M$2.7M-$369.7K2026-11-02
M Holdings Securities, Inc.
NEW4,424—+4,424——$2.5K—2026-11-03
SteelPeak Wealth, LLC
INCREASED4,3984,192+206+5%$2.7M$2.7M-$71.1K2026-10-16
Richards, Merrill & Peterson, Inc.
INCREASED4,3723,330+1,042+31%$2.2M$2.7M+$478.4K2026-10-19
Dynamic Advisor Solutions LLC
INCREASED4,3644,060+304+7%$2.7M$2.7M-$5.5K2026-10-13
American Institute for Advanced Investment Management, LLP
INCREASED4,3404,067+273+7%$2.7M$2.6M-$24.4K2026-11-03
Carter Financial Group, Inc.
DECREASED4,3054,318-130%$2.8M$2.6M-$209.9K2026-10-21
Wisconsin Wealth Advisors, LLC
INCREASED4,2634,203+60+1%$2.8M$2.6M-$161.0K2026-10-08
Burke & Herbert Bank & Trust Co
INCREASED4,2313,979+252+6%$2.6M$2.6M-$33.1K2026-11-02
Fiduciary Alliance LLC
INCREASED4,1953,361+834+25%$2.2M$2.6M+$350.0K2026-10-13
Sun Group Wealth Partners
INCREASED4,1712,221+1,950+88%$1.5M$2.5M+$1.1M2026-10-26
Asset One Wealth Management LLC
INCREASED4,1374,022+115+3%$2.4M$2.5M+$143.4K2026-11-02
Adirondack Trust Co
INCREASED4,1354,126+9+0%$2.7M$2.5M-$188.0K2026-10-14
FSA Investment Group, LLC
INCREASED4,0802,565+1,515+59%$1.7M$2.5M+$802.4K2026-10-07
Carnegie Investment Counsel
INCREASED4,0643,736+328+9%$2.5M$2.5M+$24.6K2026-10-20
Silverlake Wealth Management LLC
DECREASED4,0644,245-181-4%$2.8M$2.5M-$308.6K2026-10-21
Chicago Partners Investment Group LLC
INCREASED4,0083,871+137+4%$2.2M$2.1M-$132.4K2026-10-27
Vise Technologies, Inc.
INCREASED3,9532,202+1,751+80%$1.4M$2.4M+$963.0K2026-10-29
Secure Asset Management, LLC
INCREASED3,9473,301+646+20%$2.2M$2.4M+$239.1K2026-10-19
Michael J. Porro & Co. Financial Advisors, Inc.
INCREASED3,9453,932+13+0%$2.6M$2.4M-$176.7K2026-10-16
SWS Partners
UNCHANGED3,9293,92900%$2.6M$2.4M-$184.2K2026-10-26
Box Hill Private Wealth LLC
DECREASED3,9174,098-181-4%$2.7M$2.4M-$302.4K2026-10-05
Congress Asset Management Co
NEW3,912—+3,912——$2.4M—2026-10-06
Sterling Investment Advisors, Ltd.
DECREASED3,8913,916-25-1%$2.6M$2.4M-$198.8K2026-10-27
Blue Fin Capital, Inc.
INCREASED3,8903,786+104+3%$2.5M$2.4M-$114.2K2026-10-28
Apex Wealth Management, LLC
INCREASED3,8893,575+314+9%$2.3M$2.4M+$23.7K2026-10-20
Able Wealth Management LLC
DECREASED3,8703,959-89-2%$2.6M$2.5M-$143.1K2026-10-13
Victory Financial Group, LLC
INCREASED3,7872,249+1,538+68%$1.5M$2.3M+$830.9K2026-10-27
Greenwood Gearhart LLC
INCREASED3,7823,681+101+3%$2.4M$2.3M-$111.0K2026-11-02
Global Financial Private Client, LLC
DECREASED3,7693,773-40%$2.5M$2.3M-$179.4K2026-10-15
Clarus Wealth Advisors
INCREASED3,7303,020+710+24%$1.8M$2.3M+$459.4K2026-10-13
Roof Eidam Maycock Peralta, LLC
UNCHANGED3,6833,68300%$2.4M$2.2M-$172.7K2026-10-15
Milestone Asset Management, LLC
INCREASED3,6603,178+482+15%$2.1M$2.2M+$144.5K2026-10-15
Heritage OAK Wealth Advisors LLC
DECREASED3,6446,450-2,806-43%$4.2M$2.2M-$2.0M2026-10-14
Acorn Creek Capital LLC
DECREASED3,6023,842-240-6%$2.5M$2.2M-$326.3K2026-11-05
Foguth Wealth Management, Llc.
DECREASED3,5543,668-114-3%$2.0M$1.9M-$131.4K2026-10-19
WBH Advisory Inc
INCREASED3,5423,046+496+16%$2.0M$2.2M+$159.2K2026-11-05
Financial Partners Group, Inc
DECREASED3,5103,529-19-1%$2.3M$2.1M-$176.9K2026-10-19
Thor Trading Advisors, LLC
INCREASED3,4932,167+1,326+61%$1.4M$2.1M+$705.9K2026-11-05
Pinnacle Wealth Management Advisory Group, LLC
DECREASED3,4343,472-38-1%$2.3M$2.1M-$185.9K2026-10-23
Independent Solutions Wealth Management, LLC
INCREASED3,4303,381+49+1%$2.2M$2.1M-$128.7K2026-10-28
Quattro Financial Advisors LLC
DECREASED3,4275,790-2,363-41%$3.8M$2.1M-$1.7M2026-10-15
Ritholtz Wealth Management
DECREASED3,4223,429-70%$2.2M$2.1M-$165.2K2026-11-05
Sawgrass Asset Management LLC
UNCHANGED3,4003,40000%$2.2M$2.1M-$159.4K2026-11-03
Focus Financial Network, Inc.
INCREASED3,3473,208+139+4%$2.1M$2.0M-$66.1K2026-10-14
City Center Advisors, LLC
INCREASED3,3233,140+183+6%$2.1M$2.0M-$36.2K2026-10-08
Schuylkill Financial LLC
DECREASED3,3233,449-126-4%$2.3M$2.0M-$238.5K2026-10-21
Eagle Capital Management, LLC
INCREASED3,3183,299+19+1%$2.2K$2.0K-$1432026-10-19
Purus Wealth Management, LLC
DECREASED3,3143,412-98-3%$2.2M$2.0M-$219.7K2026-10-15
Berkshire Money Management, Inc.
NEW3,307—+3,307——$2.0M—2026-10-21
Keudell ison Wealth Management
UNCHANGED3,2903,29000%$2.2M$2.0M-$154.3K2026-10-16
Compass Financial Management LLC
INCREASED3,2513,207+44+1%$1.9M$2.0M+$70.2K2026-10-30
SeaBridge Investment Advisors LLC
INCREASED3,1322,097+1,035+49%$1.4M$1.9M+$532.0K2026-11-02
Mather Group, Llc.
DECREASED3,1203,845-725-19%$2.5M$1.9M-$621.7K2026-10-14
PKS Advisory Services, LLC
UNCHANGED3,1183,11800%$2.0M$2.0M$02026-10-26
Dagco, Inc.
INCREASED3,1022,296+806+35%$1.5M$1.9M+$383.2K2026-10-20
Focused Wealth Management, Inc
NEW3,100—+3,100——$1.9M—2026-10-30
Signature Equity Partners, LLC
INCREASED3,0922,471+621+25%$1.6M$1.9M+$262.3K2026-10-29
Cane Capital Partners, LLC
INCREASED3,0822,201+881+40%$1.4M$1.9M+$433.3K2026-10-23
Y-Intercept (Hong Kong) Ltd
NEW3,071—+3,071——$1.9M—2026-10-16
Soltis Investment Advisors LLC
DECREASED3,0203,066-46-1%$2.0M$1.8M-$171.7K2026-10-28
Lanark Financial, Inc.
DECREASED3,0113,075-64-2%$2.0M$1.8M-$183.2K2026-10-26
Venture Visionary Partners LLC
UNCHANGED2,9852,98500%$2.0M$1.8M-$140.0K2026-10-07
Pines Wealth Management, LLC
INCREASED2,9542,829+125+4%$1.9M$1.8M-$56.5K2026-10-21
Seros Financial, LLC
INCREASED2,9192,785+134+5%$1.8M$1.8M-$49.0K2026-10-21
Integrated Advisors Network LLC
INCREASED2,9052,229+676+30%$1.5M$1.8M+$307.2K2026-10-20
Endowment Wealth Management, Inc.
INCREASED2,8992,346+553+24%$1.5M$1.8M+$226.8K2026-11-03
Encompass More Asset Management
INCREASED2,8882,766+122+4%$1.8M$1.8M-$55.4K2026-10-16
Integrity Wealth Advisors, Inc.
NEW2,830—+2,830——$1.7M—2026-10-29
Castleview Partners, LLC
INCREASED2,800717+2,083+291%$470.3K$1.7M+$1.2M2026-10-09
CDM Financial Counseling Services, Inc.
INCREASED2,7922,690+102+4%$1.8M$1.7M-$64.0K2026-10-15
Intrua Financial, LLC
DECREASED2,7572,840-83-3%$1.9M$1.7M-$183.7K2026-10-28
Cambridge Advisors Inc.
UNCHANGED2,7542,75400%$1.8M$1.7M-$129.1K2026-10-19
Nations Financial Group Inc,
INCREASED2,7532,071+682+33%$1.4M$1.7M+$318.2K2026-11-05
Unique Wealth, LLC
DECREASED2,7444,679-1,935-41%$3.1M$1.7M-$1.4M2026-10-16
Welch Group, LLC
DECREASED2,7192,722-30%$1.8M$1.7M-$129.5K2026-10-29
Mystic Asset Management, Inc.
INCREASED2,6902,510+180+7%$1.6M$1.6M-$8.1K2026-10-15
Global Assets Advisory, LLC
INCREASED2,6892,649+40+2%$1.6M$1.7M+$52.3K2026-10-28
Strategic Blueprint, LLC
INCREASED2,6872,574+113+4%$1.7M$1.6M-$51.9K2026-10-22
Brian LOW Financial Group, LLC
INCREASED2,6292,561+68+3%$1.7M$1.6M-$78.7K2026-10-28
Davenport & Co LLC
INCREASED2,6222,338+284+12%$1.5M$1.6M+$63.4K2026-10-14
MPS Loria Financial Planners, LLC
UNCHANGED2,6122,61200%$1.7M$1.6M-$122.5K2026-10-14
J. Safra Sarasin Holding AG
INCREASED2,583625+1,958+313%$395.0K$1.6M+$1.2M2026-10-26
Investment Insight Wealth Management, LLC
INCREASED2,5692,512+57+2%$1.6M$1.6M-$82.9K2026-10-30
Laurel OAK Wealth Management, LLC
DECREASED2,5412,815-274-10%$1.8M$1.5M-$298.9K2026-10-19
Triad Wealth Partners, LLC
INCREASED2,5091,194+1,315+110%$651.3K$1.5M+$876.8K2026-10-26
Gruss & Co., LLC
INCREASED2,5001,000+1,500+150%$655.9K$1.5M+$866.6K2026-11-02
Cyndeo Wealth Partners, LLC
DECREASED2,4822,647-165-6%$1.7M$1.5M-$224.7K2026-10-16
LVM Capital Management LTD
UNCHANGED2,4602,46000%$1.6K$1.5M+$1.5M2026-10-20
Murphy & Mullick Capital Management Corp
INCREASED2,4442,337+107+5%$1.5M$1.5M-$43.2K2026-11-02
E&G Advisors, LLC
UNCHANGED2,4442,44400%$1.6M$1.5M-$114.6K2026-10-13
Facet Wealth, Inc.
INCREASED2,4381,794+644+36%$1.2M$1.5M+$308.1K2026-11-04
Ashton Thomas Private Wealth, LLC
DECREASED2,4227,149-4,727-66%$4.7M$1.5M-$3.2M2026-11-03
Biltmore Family Office, LLC
UNCHANGED2,4002,40000%$1.6M$1.5M-$112.5K2026-11-03
Langley Wealth Management, LLC
INCREASED2,3992,353+46+2%$1.5M$1.5M-$82.3K2026-11-04
Uhlmann Price Securities, LLC
UNCHANGED2,3822,38200%$1.6M$1.5M-$111.7K2026-11-03
Boyce & Associates Wealth Consulting, Inc.
INCREASED2,362351+2,011+573%$230.4K$1.4M+$1.2M2026-10-14
Elm3 Financial Group, LLC
DECREASED2,3612,381-20-1%$1.6M$1.4M-$123.5K2026-10-07
Wedmont Private Capital
DECREASED2,3434,203-1,860-44%$2.6M$1.4M-$1.1M2026-10-09
Rakuten Securities, Inc.
DECREASED2,2712,938-667-23%$1.9M$1.4M-$544.0K2026-11-02
Lodestar Private Asset Management LLC
INCREASED2,2222,117+105+5%$1.4M$1.4M-$35.3K2026-10-26
Greater Midwest Financial Group, LLC
DECREASED2,2062,305-99-4%$1.5M$1.3M-$168.3K2026-10-13
Holland Advisory Services, Inc.
INCREASED2,1941,876+318+17%$1.2M$1.3M+$105.5K2026-10-26
Signature Estate & Investment Advisors LLC
INCREASED2,1741,899+275+14%$1.2M$1.3M+$78.4K2026-10-13
Visionary Wealth Advisors
INCREASED2,1661,967+199+10%$1.3M$1.3M+$29.0K2026-11-04
Mirador Capital Partners LP
INCREASED2,1641,943+221+11%$1.3M$1.3M+$43.5K2026-10-09
Guardian Asset Advisors, LLC
INCREASED2,1622,109+53+3%$1.4M$1.3M-$66.8K2026-10-16
Princeton Global Asset Management LLC
INCREASED2,1582,135+23+1%$1.4M$1.3M-$86.1K2026-10-21
Arwa LLC
INCREASED2,1382,029+109+5%$1.2M$1.3M+$103.1K2026-10-21
Tcfg Investment Advisors, LLC
INCREASED2,1332,125+8+0%$1.4M$1.3M-$94.8K2026-10-20
Armstrong Advisory Group, Inc
DECREASED2,0952,176-81-4%$1.4M$1.3M-$151.4K2026-10-09
Shuttleworth & Co
INCREASED2,0901,832+258+14%$1.2M$1.3M+$71.2K2026-10-30
Beacon Financial Planning, Inc
DECREASED2,0722,073-10%$1.4M$1.3M-$97.8K2026-11-04
Redhawk Wealth Advisors, Inc.
INCREASED2,0611,641+420+26%$1.1M$1.3M+$178.8K2026-10-14
Independence Bank of Kentucky
DECREASED2,0602,085-25-1%$1.4M$1.3M-$113.0K2026-10-26
Argyle Capital Partners, LLC
DECREASED2,0342,088-54-3%$1.4M$1.2M-$130.6K2026-10-23
Financial Perspectives, Inc
DECREASED2,0282,693-665-25%$1.8M$1.2M-$531.3K2026-11-03
Meriwether Wealth & Planning, LLC
INCREASED2,0011,728+273+16%$1.1M$1.2M+$85.2K2026-10-13
WealthBridge Capital Management, LLC
DECREASED1,9962,061-65-3%$1.4M$1.2M-$136.2K2026-10-16
Cpwa, LLC
INCREASED1,9921,926+66+3%$1.3M$1.2M-$86.5K2026-11-04
Total Clarity Wealth Management, Inc.
DECREASED1,9762,490-514-21%$1.6M$1.2M-$429.8K2026-10-26
LJI Wealth Management, LLC
DECREASED1,9592,005-46-2%$1.3M$1.2M-$122.0K2026-10-28
Clark Asset Management, LLC
DECREASED1,9552,169-214-10%$1.4M$1.2M-$231.8K2026-10-19
Consolidated Capital Management, LLC
DECREASED1,9551,978-23-1%$1.3M$1.2M-$106.7K2026-10-13
Verus Capital Partners, LLC
INCREASED1,9501,201+749+62%$788.0K$1.2M+$399.8K2026-11-03
KG Capital Management
INCREASED1,9471,877+70+4%$1.2M$1.2M-$45.4K2026-10-15
Annex Advisory Services, LLC
DECREASED1,9442,009-65-3%$1.3M$1.2M-$133.7K2026-10-16
Buck Wealth Strategies, LLC
INCREASED1,9301,525+405+27%$1.0M$1.2M+$175.4K2026-10-28
AdvisorNet Financial, Inc
INCREASED1,9261,674+252+15%$1.1M$1.1M-$10.6K2026-10-15
CWS Financial Advisors, LLC
UNCHANGED1,9261,92600%$1.3M$1.2M-$90.3K2026-10-16
Alchemi Wealth, LLC
DECREASED1,9233,668-1,745-48%$2.4M$1.2M-$1.2M2026-11-04
Valeo Financial Advisors, LLC
INCREASED1,9031,847+56+3%$1.2M$1.2M-$52.5K2026-10-08
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED1,8984,294-2,396-56%$2.8M$1.2M-$1.7M2026-10-14
Bank of New York Mellon Corp
INCREASED1,8671,501+366+24%$984.4K$1.1M+$152.8K2026-11-05
Almanack Investment Partners, Llc.
DECREASED1,8522,546-694-27%$1.7M$1.1M-$542.2K2026-11-03
RDA Financial Network
INCREASED1,8371,562+275+18%$1.0M$1.1M+$94.2K2026-10-15
KPP Advisory Services LLC
DECREASED1,8112,030-219-11%$1.3M$1.1M-$228.6K2026-10-26
Advisor OS, LLC
DECREASED1,8081,875-67-4%$1.2M$1.1M-$128.7K2026-11-03
Investment Management Corp
DECREASED1,8071,841-34-2%$1.2M$1.1M-$107.1K2026-11-03
Sagespring Wealth Partners, LLC
INCREASED1,794610+1,184+194%$400.1K$1.1M+$692.2K2026-10-22
Advisory Solutions Group, LLC
INCREASED1,793797+996+125%$522.7K$1.1M+$569.4K2026-10-14
Ndwm LLC
NEW1,791—+1,791——$1.1M—2026-11-05
Midwest Financial Group LLC
DECREASED1,7901,990-200-10%$1.3M$1.1M-$215.1K2026-10-15
Integrity Investment Advisors, LLC
UNCHANGED1,7891,78900%$1.2M$1.1M-$83.9K2026-11-03
Beaumont Asset Management, L.L.C.
INCREASED1,7771,735+42+2%$1.1M$1.1M-$55.8K2026-10-16
Matauro, LLC
DECREASED1,7401,753-13-1%$1.1M$1.1M-$90.1K2026-11-03
Eclectic Associates Inc
DECREASED1,7372,352-615-26%$1.5M$1.1M-$484.7K2026-10-09
Titleist Asset Management, LLC
INCREASED1,7321,284+448+35%$842.3K$1.1M+$212.4K2026-10-08
Elevate Capital Advisors, LLC
NEW1,724—+1,724——$1.1M—2026-11-02
Lewis Asset Management, LLC
INCREASED1,7051,640+65+4%$1.1M$1.0M-$37.3K2026-10-14
Compagnie Lombard Odier SCmA
INCREASED1,704738+966+131%$484.0K$1.0M+$553.7K2026-11-04
Center For Asset Management LLC
INCREASED1,700644+1,056+164%$422.6K$1.0M+$612.9K2026-10-16
Cathy Pareto & Associates, Inc
INCREASED1,6921,426+266+19%$935.8K$1.0M+$94.7K2026-10-15
Sageworth Trust Co
INCREASED1,6871,557+130+8%$1.0M$1.0M+$6.2K2026-10-30
Washington Growth Strategies LLC
NEW1,680—+1,680——$1.0M—2026-10-19
Capital Investment Advisors, LLC
DECREASED1,6451,661-16-1%$1.1M$1.0M-$87.6K2026-10-22
Highline Wealth Partners LLC
INCREASED1,6291,469+160+11%$963.5K$992.1K+$28.6K2026-10-19
Value Investment Professionals, LLC
DECREASED1,6282,033-405-20%$1.3M$991.3K-$342.0K2026-10-13
Twelve Points Wealth Management LLC
NEW1,600—+1,600——$836.0K—2026-11-03
Private Client Services, LLC
INCREASED1,5961,369+227+17%$897.8K$972.0K+$74.2K2026-10-02
RMR Wealth Builders
DECREASED1,5751,855-280-15%$1.2M$959.0K-$258.0K2026-10-22
Vaughan David Investments LLC
INCREASED1,5581,503+55+4%$986.0K$949-$985.1K2026-11-05
Ebert Capital Management Inc.
INCREASED1,557493+1,064+216%$323.4K$948.2K+$624.9K2026-10-08
Oak Grove Capital LLC
INCREASED1,550950+600+63%$623.1K$944.0K+$320.9K2026-10-09
Tritonpoint Wealth, LLC
INCREASED1,5431,528+15+1%$1.0M$940.0K-$62.5K2026-10-19
Greystone Financial Group, LLC
DECREASED1,5321,557-25-2%$1.0M$933.0K-$88.2K2026-10-26
Colonial River Investments, LLC
INCREASED1,5191,362+157+12%$893.5K$925.3K+$31.7K2026-10-19
Meredith Wealth Planning
DECREASED1,4851,496-11-1%$981.2K$904.1K-$77.1K2026-10-14
Signaturefd, LLC
INCREASED1,4621,457+5+0%$955.5K$890.4K-$65.2K2026-10-23
Union Bancaire Privee, UBP SA
DECREASED1,46015,003-13,543-90%$7.9M$886.1K-$7.0M2026-11-04
Canvas Wealth Advisors, LLC
INCREASED1,4581,361+97+7%$892.5K$818.7K-$73.7K2026-11-02
Turning Point Benefit Group, Inc.
DECREASED1,4421,470-28-2%$964.2K$890.9K-$73.3K2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED1,4401,330+110+8%$872.4K$877.0K+$4.6K2026-10-27
WealthCare Investment Partners, LLC
DECREASED1,4341,455-21-1%$954.8K$873.7K-$81.0K2026-11-05
Patten & Patten Inc
DECREASED1,4251,947-522-27%$1.3M$867.9K-$409.2K2026-10-26
Montis Financial, LLC
UNCHANGED1,4231,42300%$933.0K$866.3K-$66.7K2026-11-04
Citizens Financial Group Inc
INCREASED1,4211,235+186+15%$810.1K$865.4K+$55.4K2026-10-23
Pioneer Family Office, LLC
DECREASED1,4201,495-75-5%$980.6K$864.6K-$115.9K2026-10-30
May Hill Capital, LLC
UNCHANGED1,4181,41800%$930.1K$863.6K-$66.5K2026-11-03
Obermeyer Wealth Partners
DECREASED1,4171,483-66-4%$972.7K$863.0K-$109.7K2026-10-21
IPG Investment Advisors LLC
DECREASED1,4091,429-20-1%$937.3K$858.1K-$79.2K2026-10-30
Trueblood Wealth Management, LLC
UNCHANGED1,4031,40300%$920.4K$854.6K-$65.8K2026-10-23
Guyasuta Investment Advisors Inc
UNCHANGED1,4001,40000%$918.2K$852.6K-$65.6K2026-10-15
Wealth Advisory Team LLC
UNCHANGED1,3951,39500%$914.9K$849.5K-$65.4K2026-11-05
Echo45 Advisors LLC
NEW1,381—+1,381——$841.0K—2026-10-07
Klingman & Associates, LLC
DECREASED1,3691,398-29-2%$916.9K$833.7K-$83.2K2026-10-20
Mattern Wealth Management LLC
INCREASED1,3651,364+1+0%$894.6K$831.3K-$63.3K2026-11-04
Northwest Wealth Advisors, LLC
INCREASED1,3621,222+140+11%$801.5K$829.2K+$27.7K2026-11-02
J. Derek Lewis & Associates Inc.
INCREASED1,3621,306+56+4%$856.6K$829.5K-$27.1K2026-11-03
Seamount Financial Group Inc
DECREASED1,3561,424-68-5%$933.8K$825.6K-$108.2K2026-10-21
BFI Infinity Ltd.
UNCHANGED1,3411,34100%$879.5K$816.7K-$62.9K2026-10-16
Winthrop Advisory Group LLC
DECREASED1,3341,632-298-18%$1.1M$812.6K-$257.7K2026-10-22
Howard Financial Services, Ltd.
UNCHANGED1,3301,33000%$872.1K$809.8K-$62.3K2026-10-15
High Net Worth Advisory Group LLC
INCREASED1,310371+939+253%$243.3K$797.8K+$554.5K2026-10-26
Premier Path Wealth Partners, LLC
UNCHANGED1,3051,30500%$856.3K$795.0K-$61.2K2026-10-16
WJ Wealth Management, LLC
DECREASED1,2991,896-597-31%$1.2M$791.1K-$452.5K2026-11-03
Nvwm, LLC
INCREASED1,2961,279+17+1%$838.9K$789.3K-$49.6K2026-10-14
Detalus Advisors, LLC
DECREASED1,2921,402-110-8%$919.6K$786.8K-$132.7K2026-10-15
Kingdom Financial Group Llc.
DECREASED1,2882,048-760-37%$1.3M$784.5K-$558.5K2026-11-04
Trek Financial, LLC
INCREASED1,2721,261+11+1%$827.1K$774.6K-$52.4K2026-10-29
JSF Financial, LLC
INCREASED1,2611,193+68+6%$782.7K$768.1K-$14.5K2026-10-22
Rational Advisors, Inc.
INCREASED1,235753+482+64%$493.9K$752.1K+$258.2K2026-11-02
Cascade Investment Group, Inc.
DECREASED1,2181,230-12-1%$806.7K$741.8K-$65.0K2026-10-13
Fairfield Financial Advisors, LTD
UNCHANGED1,2131,21300%$795.5K$738.6K-$56.9K2026-10-14
Register Financial Advisors LLC
INCREASED1,2041,172+32+3%$768.7K$733.2K-$35.5K2026-10-23
Maia Wealth LLC
INCREASED1,2031,163+40+3%$762.8K$732.6K-$30.2K2026-10-19
Bryn Mawr Trust Advisors, LLC
DECREASED1,2001,404-204-15%$920.9K$730.8K-$190.1K2026-11-04
Welch & Forbes LLC
UNCHANGED1,2001,20000%$787.1K$730.8K-$56.3K2026-11-04
Advisor Resource Council
DECREASED1,1951,599-404-25%$966.5K$757.7K-$208.8K2026-11-05
Brady Martz Wealth Solutions, LLC
UNCHANGED1,1951,19500%$783.8K$727.8K-$56.0K2026-11-05
Grimes & Co Wealth Management, LLC
DECREASED1,1801,222-42-3%$801.8K$718.9K-$82.9K2026-10-29
GK Wealth Management LLC
DECREASED1,1751,791-616-34%$1.2M$715.4K-$460.1K2026-10-09
IMG Wealth Management, Inc.
DECREASED1,1671,208-41-3%$792.3K$710.7K-$81.6K2026-10-27
GEM Asset Management, LLC
INCREASED1,164883+281+32%$578.9K$708.6K+$129.7K2026-10-13
Montecito Bank & Trust
DECREASED1,1641,224-60-5%$802.8K$708.9K-$93.9K2026-10-01
Outlook Wealth Advisors, LLC
INCREASED1,1621,161+1+0%$761.3K$707.5K-$53.8K2026-10-28
Arlington Capital Management Inc
DECREASED1,1611,181-20-2%$774.3K$706.8K-$67.5K2026-10-30
Wealth Dimensions Group, Ltd.
UNCHANGED1,1531,15300%$756.2K$702.2K-$54.1K2026-11-02
Kestra Investment Management, LLC
NEW1,150—+1,150——$700.6K—2026-11-04
Rhodes Investment Advisors Inc
INCREASED1,148878+270+31%$575.9K$699.1K+$123.3K2026-10-07
Angeles Wealth Management, LLC
UNCHANGED1,1471,14700%$752.3K$698.5K-$53.8K2026-10-26
Evanson Financial, LLC
UNCHANGED1,1331,13300%$743.0K$689.9K-$53.1K2026-10-23
James J. Burns & Company, LLC
INCREASED1,1321,127+5+0%$739.6K$689.7K-$49.8K2026-10-22
Silver Grove Financial Group, Inc.
INCREASED1,127558+569+102%$366.0K$686.3K+$320.4K2026-11-05
Simon Quick Advisors, LLC
INCREASED1,1271,126+1+0%$738.5K$686.4K-$52.2K2026-10-26
Tempus Wealth Planning, LLC
UNCHANGED1,1231,12300%$736.6K$684.0K-$52.7K2026-10-14
Avantax Planning Partners, Inc.
DECREASED1,1141,303-189-14%$854.3K$678.2K-$176.1K2026-11-03
Quantum Private Wealth, LLC
UNCHANGED1,0941,09400%$717.5K$666.2K-$51.3K2026-10-20
Insight Advisors, LLC/ PA
DECREASED1,0902,089-999-48%$1.4M$663.6K-$706.5K2026-10-22
MMA Asset Management LLC
UNCHANGED1,0781,07800%$707.0K$656.5K-$50.5K2026-11-02
Stiles Financial Services Inc
INCREASED1,0661,014+52+5%$665.1K$649.4K-$15.7K2026-10-30
Wavvest Wealth LLC
NEW1,061—+1,061——$646.1K—2026-10-21
United Advisor Group, LLC
INCREASED1,059956+103+11%$627.0K$644.9K+$17.9K2026-11-03
Platform Technology Partners
INCREASED1,0561,019+37+4%$668.4K$642.9K-$25.4K2026-11-02
Two West Capital Advisors LLC
INCREASED1,0531,002+51+5%$559.9K$639.1K+$79.1K2026-10-15
Markowski Investments
INCREASED1,0501,000+50+5%$656.2K$639.7K-$16.5K2026-10-30
Ascent Wealth Partners, LLC
UNCHANGED1,0471,04700%$686.7K$637.6K-$49.1K2026-10-23
OceanIQ Capital, LLC
INCREASED1,044700+344+49%$401.1K$613.8K+$212.7K2026-10-19
Key Client Fiduciary Advisors, LLC
UNCHANGED1,0411,04100%$682.8K$634.0K-$48.8K2026-10-19
Lantern Wealth Advisors, LLC
INCREASED1,0301,009+21+2%$661.8K$627.3K-$34.5K2026-10-22
Investment Management Trust, LLC
INCREASED1,026811+215+27%$531.7K$624.6K+$92.9K2026-11-05
Compound Planning, Inc.
DECREASED1,0201,101-81-7%$722.1K$621.1K-$100.9K2026-11-05
Bell Investment Advisors, Inc
UNCHANGED1,0141,01400%$665.1K$617.6K-$47.6K2026-10-29
GFS Advisors, LLC
INCREASED1,011309+702+227%$891.1K$616.0K-$275.1K2026-11-03
Ping Capital Management, Inc.
NEW1,000—+1,000——$609.0K—2026-10-13
SilverOak Wealth Management LLC
NEW998—+998——$607.8K—2026-10-29
Instrumental Wealth, LLC
INCREASED992969+23+2%$635.5K$603.9K-$31.6K2026-10-20
Semus Wealth Partners LLC
UNCHANGED98998900%$648.6K$602.2K-$46.4K2026-10-22
Triumph Capital Management
DECREASED9871,012-25-2%$663.8K$601.1K-$62.7K2026-10-14
Keybank National Association
DECREASED9801,192-212-18%$781.8K$596.8K-$185.0K2026-11-04
Optivise Advisory Services LLC
DECREASED9781,012-34-3%$663.8K$595.6K-$68.2K2026-10-19
Hennion & Walsh Asset Management, Inc.
INCREASED976472+504+107%$309.6K$594.4K+$284.8K2026-10-13
RFG - Bristol Wealth Advisors, LLC
UNCHANGED96196100%$630.0K$585.0K-$45.0K2026-10-09
Aurora Private Wealth, Inc.
UNCHANGED95895800%$629.0K$584-$628.4K2026-10-20
Bosman Wealth Management, LLC
DECREASED957971-14-1%$636.9K$582.8K-$54.1K2026-10-28
Marathon Wealth Advisors LLC
INCREASED952768+184+24%$503.7K$579.8K+$76.0K2026-11-04
MRA Advisory Group
DECREASED938984-46-5%$645.4K$571.2K-$74.2K2026-10-07
Northern Capital Management, Inc.
DECREASED9281,025-97-9%$672.5K$565.4K-$107.2K2026-11-05
Forvis Mazars Wealth Advisors, LLC
INCREASED928924+4+0%$606.0K$565.2K-$40.9K2026-10-13
Archvest Wealth Advisors, Inc.
DECREASED9251,098-173-16%$720.0K$563.1K-$156.8K2026-10-29
Freedom Financial Partners LLC
UNCHANGED92292200%$604.8K$561.5K-$43.2K2026-10-19
EverSource Wealth Advisors, LLC
INCREASED920552+368+67%$361.9K$560.5K+$198.6K2026-11-04
GSG Advisors LLC
INCREASED918908+10+1%$595.5K$559.1K-$36.5K2026-11-03
Birch Hill Investment Advisors LLC
INCREASED908893+15+2%$586.0K$553.2K-$32.8K2026-10-16
Financial Solutions Advisory Group, Inc.
UNCHANGED90290200%$548.2K$486.9K-$61.3K2026-10-28
Benchmark Financial Wealth Advisors, LLC
UNCHANGED90090000%$590.6K$548.4K-$42.2K2026-10-20
BXM Wealth LLC
INCREASED894893+1+0%$585.7K$544.4K-$41.3K2026-11-03
AlphaStar Capital Management, LLC
INCREASED891796+95+12%$522.4K$542.6K+$20.2K2026-10-16
B.O.S.S. Retirement Advisors, LLC
DECREASED8894,156-3,267-79%$2.7M$541.4K-$2.2M2026-10-26
Blue Bell Private Wealth Management, LLC
UNCHANGED88788700%$581.8K$540.2K-$41.6K2026-10-29
HF Advisory Group, LLC
INCREASED876870+6+1%$570.2K$533.6K-$36.7K2026-10-09
Capital Wealth Alliance, LLC
UNCHANGED86386300%$566.0K$525.6K-$40.5K2026-10-20
Jacobi Capital Management LLC
DECREASED8591,084-225-21%$711.1K$523.2K-$187.9K2026-11-05
EdgeRock Capital LLC
DECREASED858960-102-11%$629.4K$522.8K-$106.6K2026-11-03
Weaver Consulting Group
INCREASED856854+2+0%$560.1K$521.3K-$38.8K2026-10-07
Kathmere Capital Management, LLC
DECREASED855921-66-7%$604.1K$520.8K-$83.3K2026-10-20
Charles Schwab Trust Co
DECREASED8501,000-150-15%$655.9K$517.7K-$138.2K2026-10-15
Regions Financial Corp
INCREASED849717+132+18%$470.3K$517.0K+$46.8K2026-11-05
Aspen Investment Management Inc
DECREASED848878-30-3%$576$516-$602026-11-05
Indivisible Partners
INCREASED847842+5+1%$552.3K$515.9K-$36.4K2026-10-26
Integrity Advisory Solutions, LLC
INCREASED838564+274+49%$369.9K$510.9K+$141.0K2026-10-29
RED Lighthouse Investment Management, LLC
UNCHANGED83883800%$549.6K$510.3K-$39.3K2026-11-02
Abound Wealth Management
INCREASED835825+10+1%$540.9K$508.3K-$32.6K2026-10-26
Patriot Financial Group Insurance Agency, LLC
INCREASED833696+137+20%$456.5K$507.3K+$50.8K2026-10-14
Total Wealth Planning & Management, Inc.
INCREASED833762+71+9%$499.8K$507.3K+$7.5K2026-10-23
Retirement Planning Co of New England, Inc.
DECREASED830880-50-6%$577.0K$505.3K-$71.7K2026-10-15
CPC Advisors, LLC
NEW806—+806——$490.9K—2026-10-21
Aegis Wealth Management, Inc.
INCREASED806559+247+44%$366.6K$490.9K+$124.2K2026-10-26
United Asset Strategies, Inc.
INCREASED806796+10+1%$522.1K$490.9K-$31.2K2026-10-28
Riverchase Wealth Management, LLC
DECREASED801913-112-12%$598.6K$487.6K-$111.0K2026-10-28
Mine & Arao Wealth Creation & Management, Llc.
NEW800—+800——$487.2K—2026-10-29
Heritage Wealth Management, Inc.
DECREASED800825-25-3%$541.1K$487.2K-$53.9K2026-10-28
Bank & Trust Co
UNCHANGED80080000%$524.7K$487.2K-$37.5K2026-10-07
Root Financial Partners, LLC
INCREASED798361+437+121%$236.5K$485.8K+$249.3K2026-10-21
National Wealth Management Group, LLC
INCREASED796548+248+45%$359.5K$484.8K+$125.3K2026-10-26
Tortuga Wealth Management, Inc
DECREASED796822-26-3%$539.5K$485.6K-$53.9K2026-10-27
Wilmington Savings Fund Society, FSB
UNCHANGED79679600%$522.1K$484.8K-$37.3K2026-10-23
SAX Wealth Advisors, LLC
NEW792—+792——$482.3K—2026-10-13
Syntegra Private Wealth Group, LLC
DECREASED792801-9-1%$525.4K$482.4K-$43.0K2026-10-13
Pinnacle Wealth Planning Services, Inc.
UNCHANGED78578500%$514.9K$478.1K-$36.8K2026-10-27
XML Financial, LLC
INCREASED782697+85+12%$457.2K$476.2K+$19.1K2026-10-29
Insight Wealth Strategies, LLC
DECREASED781935-154-16%$580.0K$475.5K-$104.5K2026-10-09
Gradient Investments LLC
NEW778—+778——$474.0K—2026-10-08
Asset Planning Services Inc
DECREASED777784-7-1%$514.0K$473-$513.5K2026-10-15
Zullo Investment Group, Inc.
UNCHANGED77377300%$507.4K$471.1K-$36.3K2026-10-20
Mcdonald Partners LLC
INCREASED769619+150+24%$406.0K$468.3K+$62.3K2026-11-03
Costello Asset Management, Inc
INCREASED767765+2+0%$501.5K$466.9K-$34.6K2026-10-30
Burney Co/
INCREASED766724+42+6%$474.9K$466.5K-$8.4K2026-10-15
Thompson Davis & Co., Inc.
DECREASED7612,701-1,940-72%$1.8M$463.6K-$1.3M2026-11-05
Aafmaa Wealth Management & Trust LLC
DECREASED752772-20-3%$506.3K$458.0K-$48.4K2026-10-14
Quantum Financial Partners LLC
DECREASED748772-24-3%$506.1K$455.3K-$50.8K2026-10-19
SP Asset Management LLC
UNCHANGED72772700%$476.7K$442.7K-$34.1K2026-11-05
Seelaus Asset Management LLC
DECREASED720920-200-22%$603.4K$438.5K-$164.9K2026-10-14
Verdence Capital Advisors LLC
INCREASED720603+117+19%$395.5K$438.5K+$43.0K2026-10-26
DiNuzzo Private Wealth, Inc.
UNCHANGED71771700%$470.3K$436.7K-$33.6K2026-10-16
TritonPoint Partners, LLC
DECREASED7151,528-813-53%$1.0M$435.7K-$566.8K2026-11-05
Rockwood Wealth Management, LLC
INCREASED715714+1+0%$468.1K$435.3K-$32.8K2026-10-27
Wespac Advisors, LLC
DECREASED709711-20%$466.3K$431.8K-$34.6K2026-10-26
Hengehold Capital Management LLC
NEW704—+704——$428.9K—2026-10-16
Comprehensive Financial Planning, Inc.
DECREASED7002,221-1,521-68%$1.5M$426.3K-$1.0M2026-10-27
Independent Wealth Network Inc.
INCREASED697682+15+2%$447.2K$424.7K-$22.5K2026-10-19
Crestwood Advisors Group, LLC
DECREASED696721-25-3%$472.9K$423.9K-$49.0K2026-10-27
Investment House LLC
INCREASED691521+170+33%$341.7K$420.8K+$79.1K2026-10-21
Family Office Research LLC
UNCHANGED68668600%$450.0K$417.9K-$32.2K2026-10-14
StoryOne LLC
INCREASED684334+350+105%$219.2K$416.7K+$197.6K2026-10-13
Balboa Wealth Partners
INCREASED684638+46+7%$418.6K$416.8K-$1.8K2026-10-20
Capital Investment Advisory Services, LLC
UNCHANGED68168100%$446.7K$414.4K-$32.3K2026-10-30
Dutch Asset Corp
INCREASED676541+135+25%$355.1K$412.0K+$56.8K2026-10-20
LongView Wealth Management
INCREASED676625+51+8%$409.9K$411.7K+$1.8K2026-10-19
Merkkuri Wealth Advisors LLC
UNCHANGED67667600%$443.4K$411.7K-$31.7K2026-11-03
Cassaday & Co Wealth Management LLC
UNCHANGED67567500%$442.7K$411.1K-$31.7K2026-10-27
Elevatus Welath Management
INCREASED673593+80+13%$388.7K$409.6K+$20.9K2026-10-19
Farmers & Merchants Trust Co of Long Beach
UNCHANGED67167100%$440.1K$408.6K-$31.5K2026-10-22
Braeburn Wealth Management LLC
INCREASED667637+30+5%$417.6K$406.0K-$11.6K2026-10-15
McAdam, LLC
INCREASED665578+87+15%$379.1K$404.7K+$25.6K2026-10-21
Westhampton Capital, LLC
INCREASED665655+10+2%$429.6K$405.0K-$24.6K2026-10-30
Midwest Trust Co
INCREASED660371+289+78%$243.3K$401.9K+$158.6K2026-10-22
Blue Trust, Inc.
DECREASED658701-43-6%$459.6K$400.5K-$59.2K2026-10-15
Symphony Financial, Ltd. Co.
DECREASED656680-24-4%$431.2K$399.6K-$31.6K2026-10-22
Independent Wealth Advisors LLC
DECREASED656675-19-3%$442.6K$399.4K-$43.2K2026-10-27
RFG Holdings, Inc.
UNCHANGED65665600%$430.3K$399.5K-$30.8K2026-10-30
Fiduciary Financial Group, LLC
INCREASED652395+257+65%$259.1K$397.1K+$138.0K2026-10-13
Galvin, Gaustad & Stein, LLC
DECREASED64818,457-17,809-96%$12.1M$394.7K-$11.7M2026-10-08
Chesley Taft & Associates LLC
INCREASED647529+118+22%$347.0K$394.0K+$47.1K2026-10-13
CV Advisors LLC
UNCHANGED64464400%$422.4K$392.2K-$30.2K2026-10-13
Apella Capital, LLC
INCREASED643628+15+2%$365.2K$402.0K+$36.8K2026-10-08
Thrive Wealth Management, LLC
INCREASED639634+5+1%$416.1K$389.4K-$26.8K2026-10-13
Modera Wealth Management, LLC
NEW635—+635——$386.7K—2026-10-28
Steinberg Asset Management LLC
UNCHANGED63163100%$413.9K$384.3K-$29.6K2026-10-29
Searle & Co.
UNCHANGED62762700%$411.2K$381.8K-$29.4K2026-11-04
Onyx Bridge Wealth Group LLC
INCREASED618603+15+2%$395.5K$376.4K-$19.1K2026-10-16
Soundwatch Capital LLC
DECREASED613618-5-1%$405.1K$386.3K-$18.8K2026-11-04
Cape Investment Advisory, Inc.
INCREASED608485+123+25%$318.1K$370.3K+$52.2K2026-10-13
Traphagen Investment Advisors LLC
INCREASED603598+5+1%$392.0K$367.0K-$25.0K2026-10-14
Sulzberger Capital Advisors, Inc.
UNCHANGED60060000%$393.5K$365.4K-$28.1K2026-10-20
NavPoint Financial, Inc.
UNCHANGED60060000%$393.5K$365.4K-$28.1K2026-10-21
Hendershot Investments Inc.
DECREASED599718-119-17%$470.9K$364.8K-$106.1K2026-11-05
Linscomb Wealth, Inc.
UNCHANGED59959900%$392.9K$364.8K-$28.1K2026-11-05
Mission Financial Group, LLC
INCREASED596575+21+4%$377.0K$362.8K-$14.2K2026-10-21
Blue Water Asset Management
UNCHANGED59659600%$390.8K$362.8K-$27.9K2026-11-04
Kanawha Capital Management LLC
DECREASED590971-381-39%$636.9K$359.3K-$277.6K2026-10-19
Daymark Wealth Partners, LLC
NEW587—+587——$357.4K—2026-11-04
Manchester Financial Inc
INCREASED584565+19+3%$370.6K$355.7K-$14.9K2026-10-15
L. Roy Papp & Associates, LLP
DECREASED581600-19-3%$393.5K$353.8K-$39.7K2026-10-21
PDS Planning, Inc
NEW579—+579——$352.6K—2026-11-03
Bright Financial Advisors, Inc.
INCREASED579578+1+0%$379.6K$352.5K-$27.1K2026-10-23
Diversified Management Inc
UNCHANGED57357300%$375.7K$348.8K-$26.9K2026-10-08
Synergy Asset Management, LLC
DECREASED570647-77-12%$424.4K$347.1K-$77.2K2026-11-05
AMG National Trust Bank
INCREASED569465+104+22%$305.0K$346.6K+$41.7K2026-11-05
Trust Investment Advisors
NEW561—+561——$341.4K—2026-10-20
Pacific Center for Financial Services
UNCHANGED56156100%$368.0K$341.6K-$26.3K2026-10-15
Crusonia Wealth Advisors LLC
INCREASED559550+9+2%$360.7K$340.4K-$20.3K2026-10-26
Bison Wealth, LLC
DECREASED558775-217-28%$468.2K$329.8K-$138.4K2026-10-13
Retirement Planning Group, LLC
UNCHANGED55855800%$365.8K$339.6K-$26.2K2026-10-19
Convergence Financial, LLC
NEW557—+557——$339.2K—2026-10-27
Acorn Financial Advisory Services Inc
NEW555—+555——$338.0K—2026-11-02
J. L. Bainbridge & Co., Inc.
DECREASED550878-328-37%$575.9K$335.0K-$240.9K2026-10-20
Aprio Wealth Management, LLC
INCREASED549499+50+10%$327.5K$334.5K+$7.0K2026-10-28
Vertrix Wealth Management, LLC
INCREASED548503+45+9%$329.9K$333.5K+$3.6K2026-10-13
Discipline Wealth Solutions, LLC
INCREASED547543+4+1%$356.1K$333.1K-$23.0K2026-10-14
Wheelhouse Advisory Group LLC
INCREASED546478+68+14%$313.8K$332.7K+$19.0K2026-10-20
Dale Q Rice Investment Management Ltd
UNCHANGED54554500%$357.5K$331.9K-$25.6K2026-10-09
Elmwood Wealth Management, Inc.
UNCHANGED54554500%$357.6K$332.0K-$25.6K2026-10-14
Haven Private, LLC
NEW541—+541——$329.5K—2026-10-27
South Shore Capital Advisors
NEW540—+540——$328.9K—2026-10-20
Burns J W & Co Inc
UNCHANGED54054000%$354.2K$328.9K-$25.3K2026-10-20
Teamwork Financial Advisors, LLC
INCREASED538374+164+44%$245.0K$327.3K+$82.4K2026-10-19
D'Orazio & Associates, Inc.
UNCHANGED53753700%$352.2K$327.0K-$25.2K2026-11-04
Brown, Lisle Ings, Inc.
INCREASED535414+121+29%$271.5K$325.8K+$54.3K2026-10-16
Left Brain Wealth Management, LLC
INCREASED534467+67+14%$306.3K$325.2K+$18.9K2026-10-28
Elevation Wealth Partners, LLC
UNCHANGED53353300%$349.5K$324.5K-$25.0K2026-10-07
Camden National Bank
DECREASED530622-92-15%$408.0K$322.8K-$85.2K2026-11-02
Fulton Breakefield Broenniman LLC
DECREASED528703-175-25%$461.1K$321.6K-$139.5K2026-11-03
Washington Trust Advisors, Inc.
UNCHANGED52552500%$344.3K$319.7K-$24.6K2026-10-22
Tucker Asset Management LLC
INCREASED520282+238+84%$185.0K$316.8K+$131.9K2026-10-29
Kaydan Wealth Management, Inc.
INCREASED520502+18+4%$329.3K$316.7K-$12.6K2026-10-08
United Capital Management of KS, Inc.
DECREASED520530-10-2%$347.6K$316.7K-$30.9K2026-11-04
Certuity, LLC
NEW518—+518——$315.4K—2026-11-02
High Point Wealth Management, LLC
UNCHANGED51851800%$340.0K$315.7K-$24.3K2026-11-05
Avaii Wealth Management, LLC
DECREASED515718-203-28%$470.9K$324.6K-$146.3K2026-10-09
Affinity Capital Advisors, LLC
INCREASED515368+147+40%$222.4K$310.7K+$88.3K2026-10-13
Garrett Wealth Advisory Group, LLC
UNCHANGED51051000%$334.5K$310.6K-$23.9K2026-10-22
Summit Securities Group LLC
DECREASED5091,879-1,370-73%$1.2M$310.0K-$922.4K2026-11-05
Busey Bank
DECREASED508521-13-2%$341.7K$309.4K-$32.3K2026-10-26
Sweeney & Michel, LLC
UNCHANGED50050000%$291.4K$304.5K+$13.2K2026-10-16
DecisionMap Wealth Management, LLC
INCREASED498382+116+30%$250.5K$303.2K+$52.7K2026-10-29
Eddie Patel Inc
NEW495—+495——$301.6K—2026-11-02
71 West Capital Partners
NEW494—+494——$300.8K—2026-11-04
Sterling Wealth Management, Inc.
UNCHANGED49449400%$324.0K$300.8K-$23.2K2026-10-23
Carrera Capital Advisors
UNCHANGED49149100%$322.4K$299.3K-$23.0K2026-11-03
Arlington Trust Co LLC
INCREASED490315+175+56%$206.6K$298.4K+$91.8K2026-10-20
Certified Advisory Corp
DECREASED486515-29-6%$337.5K$296.2K-$41.2K2026-10-29
Carolina Wealth Management Inc
INCREASED485398+87+22%$261.0K$295.4K+$34.3K2026-10-29
New England Professional Planning Group Inc.
UNCHANGED48448400%$317.5K$294.8K-$22.7K2026-10-29
Shulman DeMeo Asset Management LLC
UNCHANGED48348300%$316.9K$306.3K-$10.6K2026-10-09
Connecticut Wealth Management, LLC
UNCHANGED48248200%$316.3K$293.7K-$22.6K2026-10-13
CenterStar Asset Management, LLC
NEW478—+478——$291.5K—2026-10-09
Stevens Capital Partners
DECREASED477481-4-1%$315.7K$290.3K-$25.4K2026-10-29
Golden State Wealth Management, LLC
DECREASED477479-20%$314.2K$290.5K-$23.7K2026-11-02
Innovative Wealth Building LLC
INCREASED476439+37+8%$287.7K$290.1K+$2.4K2026-10-14
AMI Asset Management Corp
NEW474—+474——$288.9K—2026-10-20
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED474406+68+17%$266.3K$288.4K+$22.1K2026-10-28
Duncker Streett & Co Inc
UNCHANGED47047000%$308.3K$286.2K-$22.0K2026-10-27
KFA Private Wealth Group, LLC
DECREASED463519-56-11%$340.4K$282.2K-$58.2K2026-10-07
Kelly Financial Services LLC
INCREASED459366+93+25%$240.1K$279.8K+$39.6K2026-10-20
Uptick Partners, LLC
INCREASED459404+55+14%$265.0K$279.5K+$14.6K2026-11-04
Goodman Advisory Group, LLC
INCREASED455330+125+38%$216.5K$277.1K+$60.6K2026-11-02
True Private Wealth Advisors
NEW451—+451——$275.1K—2026-10-19
Montag A & Associates Inc
INCREASED451350+101+29%$229.6K$274.5K+$44.9K2026-10-29
Eagle Bay Advisors LLC
UNCHANGED45045000%$295.2K$274.1K-$21.1K2026-10-16
Delta Wealth Advisors LLC
UNCHANGED45045000%$295.2K$274.1K-$21.1K2026-10-09
Hippocratic Financial Advisors, LLC
NEW449—+449——$273.3K—2026-10-13
North Star Investment Management Corp.
INCREASED449349+100+29%$229.0K$273.5K+$44.5K2026-10-27
Axxcess Wealth Management, LLC
INCREASED448349+99+28%$228.9K$272.8K+$43.9K2026-10-21
365 WMG Private Fund I: Primus Fund LLC
NEW445—+445——$271.0K—2026-10-20
Axecap Investments, LLC
DECREASED445919-474-52%$602.8K$271.0K-$331.8K2026-10-20
Sunpointe, LLC
INCREASED444425+19+4%$278.8K$270.4K-$8.4K2026-10-22
Monetary Solutions, Ltd
UNCHANGED44444400%$291.2K$270.4K-$20.8K2026-10-22
SYM Financial Corp
INCREASED443400+43+11%$262.4K$269.9K+$7.5K2026-10-26
Fairway Wealth LLC
UNCHANGED44044000%$288.6K$268.0K-$20.6K2026-10-30
Greenspring Advisors, LLC
UNCHANGED43943900%$287.9K$267.4K-$20.6K2026-11-05
Buska Wealth Management, LLC
DECREASED438497-59-12%$326.0K$266.9K-$59.1K2026-10-08
Walkner Condon Financial Advisors LLC
NEW436—+436——$265.5K—2026-11-02
Oakworth Capital, Inc.
UNCHANGED43443400%$284.7K$264.3K-$20.4K2026-10-26
Veracity Capital LLC
UNCHANGED43343300%$284.0K$263.7K-$20.3K2026-10-08
Lane Brothers & Co Inc
DECREASED4321,468-1,036-71%$963.0K$263.1K-$699.9K2026-11-02
Legacy Capital Wealth Partners, LLC
UNCHANGED43143100%$282.6K$262.4K-$20.2K2026-10-21
River Street Advisors LLC
UNCHANGED42842800%$280.7K$260.7K-$20.1K2026-10-22
Pettinga Financial Advisors LLC
NEW425—+425——$258.8K—2026-10-13
LifeGoal Investments, LLC
INCREASED425325+100+31%$213.1K$258.8K+$45.7K2026-10-09
Rossby Financial, LCC
INCREASED42390+333+370%$59.2K$257.8K+$198.6K2026-11-05
PVG Asset Management Corp
NEW421—+421——$256.4K—2026-10-19
Allegiance Financial Group Advisory Services LLC
UNCHANGED42042000%$275.5K$255.8K-$19.7K2026-11-02
Schmidt P J Investment Management Inc
DECREASED418530-112-21%$347.6K$254.6K-$93.1K2026-11-02
Hohimer Wealth Management, LLC
INCREASED418391+27+7%$256.5K$254.6K-$1.9K2026-11-04
Ellis Investment Partners, LLC
INCREASED415401+14+3%$263.4K$253.0K-$10.4K2026-10-21
Capital CS Group, LLC
NEW414—+414——$252.2K—2026-10-29
Revisor Wealth Management LLC
INCREASED412347+65+19%$228.2K$231.3K+$3.0K2026-10-20
Roman Butler Fullerton & Co
INCREASED410390+20+5%$228.6K$225.1K-$3.6K2026-10-27
Barton Investment Management
UNCHANGED41041000%$268.9K$249.7K-$19.2K2026-10-27
Bayban
UNCHANGED41041000%$268.9K$268.9K$02026-11-05
Verity Asset Management, Inc.
UNCHANGED40540500%$266.1K$247.1K-$19.0K2026-10-30
NovaPoint Capital, LLC
INCREASED403393+10+3%$257.8K$245.4K-$12.3K2026-10-22
Forum Financial Management, LP
NEW401—+401——$244.3K—2026-10-16
Accredited Investors Inc.
DECREASED400500-100-20%$327.9K$243.6K-$84.3K2026-11-03
Kohmann Bosshard Financial Services, LLC
UNCHANGED40040000%$262.4K$243.6K-$18.8K2026-11-04
Cidel Asset Management Inc
UNCHANGED40040000%$262.4K$243.6K-$18.8K2026-10-29
Plan A Wealth LLC
UNCHANGED40040000%$262.4K$243.6K-$18.8K2026-10-08
Ledgewood Wealth Advisors, LLC
UNCHANGED40040000%$262.4K$243.6K-$18.8K2026-10-09
Country Trust Bank
INCREASED399355+44+12%$232.8K$243.0K+$10.2K2026-10-30
Activest Wealth Management
UNCHANGED39939900%$261.9K$243.2K-$18.7K2026-10-15
TPG Advisors LLC
UNCHANGED39039000%$255.8K$237.5K-$18.3K2026-10-16
Washington Trust Bank
UNCHANGED38938900%$255.1K$236.9K-$18.2K2026-11-03
Banque Pictet & CIE SA
NEW388—+388——$236.1K—2026-10-16
Procyon Advisors, LLC
DECREASED3852,245-1,860-83%$1.5M$234.7K-$1.2M2026-10-21
Unique Wealth Strategies, LLC
UNCHANGED38538500%$252.5K$252.5K$02026-10-13
Balance Wealth Partners LLC
NEW381—+381——$232.0K—2026-10-27
Columbia Asset Management
UNCHANGED38038000%$249.2K$231.4K-$17.8K2026-10-19
Mesirow Financial Investment Management, Inc.
DECREASED377425-48-11%$278.8K$229.6K-$49.2K2026-11-05
Old Mission Investment Co LLC
DECREASED377388-11-3%$254.8K$229.5K-$25.3K2026-10-22
Thrive Capital Management, LLC
INCREASED377375+2+1%$245.7K$229.4K-$16.3K2026-10-28
Dedeker Financial LLC
UNCHANGED37537500%$246.0K$228.4K-$17.6K2026-10-23
Partners Wealth Management, LLC
NEW374—+374——$228.1K—2026-10-28
Tempo Wealth, LLC
NEW374—+374——$227.8K—2026-10-14
Schear Investment Advisers, LLC
DECREASED3747,027-6,653-95%$4.6M$227.8K-$4.4M2026-10-14
Shelter Rock Management, LLC
DECREASED372425-53-12%$278.5K$236.3K-$42.1K2026-10-09
Financial Insights, Inc.
DECREASED370611-241-39%$400.7K$225.3K-$175.4K2026-10-27
Rockland Trust Co
UNCHANGED36836800%$241.4K$224.1K-$17.3K2026-10-05
Global Trust Asset Management, LLC
DECREASED366371-5-1%$243.3K$222.9K-$20.4K2026-10-19
Tred Avon Family Wealth, LLC
NEW365—+365——$222.4K—2026-10-20
Pacific Park Financial, Inc.
DECREASED365388-23-6%$254.5K$222.3K-$32.2K2026-10-13
Martel Wealth Advisors LLC
NEW362—+362——$220.5K—2026-10-14
Noble Wealth Management PBC
UNCHANGED35735700%$234.2K$217.5K-$16.7K2026-10-01
Vima LLC
UNCHANGED35535500%$232.8K$216.1K-$16.6K2026-10-23
Powell Investment Advisors, LLC
INCREASED354345+9+3%$226.3K$215.6K-$10.7K2026-10-22
Richard C. Young & Co., Ltd.
UNCHANGED35435400%$232.2K$215.6K-$16.6K2026-11-04
Alliance Wealth Advisors, LLC
UNCHANGED35235200%$230.9K$214.4K-$16.5K2026-10-28
Harbor Group, Inc.
UNCHANGED35135100%$230.3K$213.8K-$16.5K2026-10-14
Avestar Capital, LLC
DECREASED3501,765-1,415-80%$1.2M$213.2K-$944.7K2026-10-28
Quadrant Private Wealth Management, LLC
INCREASED349336+13+4%$220.4K$212.5K-$7.9K2026-11-04
Professional Financial Advisors, LLC
UNCHANGED34934900%$228.9K$212.5K-$16.4K2026-10-13
Parsons Capital Management Inc
UNCHANGED34834800%$228.4K$212.1K-$16.3K2026-10-28
Mindset Wealth Management, LLC
UNCHANGED34634600%$226.9K$210.7K-$16.2K2026-10-19
Clear Harbor Asset Management, LLC
NEW345—+345——$210.1K—2026-11-05
Cordgrass Capital Advisors, LLC
UNCHANGED34334300%$225.0K$208.9K-$16.1K2026-10-30
Carlson Financial, Inc.
INCREASED340334+6+2%$220.2K$206.9K-$13.3K2026-11-05
Quadcap Wealth Management, LLC
NEW338—+338——$205.6K—2026-11-02
HRC Wealth Management, LLC
UNCHANGED33833800%$221.4K$205.6K-$15.8K2026-10-16
Dickmeyer Boyce Financial Management, Inc.
UNCHANGED33733700%$221.2K$205.4K-$15.8K2026-10-08
Summit Global Investments
NEW335—+335——$204—2026-10-28
First Horizon Corp
UNCHANGED33433400%$219.1K$203.4K-$15.7K2026-10-26
Zega Investments, LLC
DECREASED331332-10%$217.8K$201.6K-$16.2K2026-11-04
Huntleigh Advisors, Inc.
DECREASED329359-30-8%$235.5K$200.4K-$35.1K2026-11-03
Fiduciary Family Office, LLC
INCREASED329319+10+3%$209.2K$200.4K-$8.9K2026-11-04
Fairscale Capital, LLC
UNCHANGED31131100%$204.0K$162.5K-$41.5K2026-11-04
RMG Wealth Management LLC
UNCHANGED30930900%$180.7K$162.3K-$18.4K2026-10-26
Bill Few Associates, Inc.
NEW300—+300——$182.7K—2026-10-09
DecisionPoint Financial, LLC
UNCHANGED30030000%$186.1K$185.3K-$7952026-10-27
Next Level Wealth Planning, LLC
NEW298—+298——$181.3K—2026-10-29
Asset Dedication, LLC
INCREASED28253+229+432%$34.8K$171.7K+$137.0K2026-11-03
Central Trust Co
INCREASED271234+37+16%$153.5K$165.0K+$11.6K2026-11-05
POM Investment Strategies, LLC
INCREASED2653+262+8733%$2.0K$161.4K+$159.4K2026-10-20
Archer Investment Corp
UNCHANGED26226200%$171.9K$159.6K-$12.3K2026-11-05
Reap Financial Group, LLC
UNCHANGED26126100%$171.0K$158.8K-$12.2K2026-11-02
Rossmore Private Capital
UNCHANGED25425400%$166.6K$154.7K-$11.9K2026-10-27
Intesa Sanpaolo Wealth Management
INCREASED245210+35+17%$137.7K$149.2K+$11.5K2026-10-28
Hughes Financial Services, LLC
INCREASED242228+14+6%$149.5K$135.9K-$13.6K2026-10-30
Evolution Wealth Management Inc.
DECREASED235423-188-44%$277.4K$143.1K-$134.3K2026-10-28
EPG Wealth Management LLC
DECREASED232242-10-4%$158.7K$141.3K-$17.4K2026-11-03
Financial Management Professionals, Inc.
DECREASED221552-331-60%$362.1K$134.6K-$227.5K2026-10-23
Signature Resources Capital Management, LLC
UNCHANGED21321300%$139.7K$129.7K-$10.0K2026-10-16
Nova Financial LLC
NEW211—+211——$128.5K—2026-11-04
Key Capital Management, Inc
INCREASED208186+22+12%$122.0K$126.7K+$4.7K2026-11-03
First Bancorp, Inc
DECREASED205244-39-16%$160.0K$124.8K-$35.2K2026-10-26
Davis Capital Management
DECREASED203210-7-3%$137.9K$123.7K-$14.1K2026-10-08
Gamma Investing LLC
INCREASED197172+25+15%$112.8K$120.0K+$7.2K2026-10-08
Harbor Asset Planning, Inc.
UNCHANGED19419400%$127.5K$118.4K-$9.1K2026-10-23
Bokf, NA
DECREASED190590-400-68%$387.0K$115.7K-$271.3K2026-10-27
Breakwater Investment Management
UNCHANGED18518500%$121.3K$112.7K-$8.7K2026-10-20
Foresight Capital Management Advisors, Inc.
NEW173—+173——$105.4K—2026-10-27
Clark Wealth Partners
INCREASED170101+69+68%$66.5K$103.5K+$37.0K2026-10-19
Capital Investment Counsel, Inc
UNCHANGED16816800%$110.2K$102.3K-$7.9K2026-10-20
Hilton Head Capital Partners, LLC
DECREASED158227-69-30%$148.9K$96.2K-$52.7K2026-10-23
Reyes Financial Architecture, Inc.
INCREASED157142+15+11%$93.1K$95.6K+$2.5K2026-10-22
Birch Financial Group, LLC
NEW156—+156——$94.8K—2026-10-27
Torren Management, LLC
NEW155—+155——$94.4K—2026-10-29
Latitude Advisors, LLC
NEW151—+151——$92.0K—2026-10-27
Evermay Wealth Management LLC
NEW145—+145——$88.3K—2026-11-05
Beacon Financial Strategies Corp
NEW142—+142——$86.5K—2026-10-14
Planning Strategies Inc.
UNCHANGED14214200%$93.1K$86.5K-$6.7K2026-10-02
Nemes Rush Group LLC
UNCHANGED13613600%$89.4K$83.0K-$6.4K2026-11-04
Halbert Hargrove Global Advisors, LLC
DECREASED134149-15-10%$98.0K$81.8K-$16.1K2026-10-16
Jnba Financial Advisors
INCREASED13251+81+159%$33.5K$80.4K+$46.9K2026-11-03
Plante Moran Financial Advisors, LLC
DECREASED127367-240-65%$240.7K$77.3K-$163.4K2026-11-04
Go Invest LLC
INCREASED122108+14+13%$70.9K$74.4K+$3.5K2026-10-09
Pathway Financial Advisers, LLC
NEW120—+120——$73.0K—2026-10-27
Hazlett, Burt & Watson, Inc.
UNCHANGED12012000%$40.0K$72-$40.0K2026-11-04
Laurel Wealth Advisors LLC
NEW117—+117——$71.3K—2026-10-27
SJS Investment Consulting Inc.
NEW117—+117——$71.1K—2026-10-26
Atwood & Palmer Inc
INCREASED1081+107+10700%$402$65.5K+$65.1K2026-10-08
Avion Wealth
UNCHANGED10210200%$66$62-$42026-11-04
Livelsberger Financial Advisory
NEW101—+101——$61.3K—2026-10-28
Caldwell Trust Co
UNCHANGED10010000%$65.6K$60.9K-$4.7K2026-10-30
Manchester Capital Management LLC
UNCHANGED10010000%$65.6K$60.9K-$4.7K2026-10-22
Hilltop National Bank
UNCHANGED10010000%$65.6K$60.9K-$4.7K2026-10-14
JFS Wealth Advisors, LLC
UNCHANGED959500%$62.3K$57.9K-$4.5K2026-11-03
Trust Co of Toledo NA
UNCHANGED909000%$59.0K$54.8K-$4.2K2026-10-16
Central Pacific Bank - Trust Division
UNCHANGED909000%$59.0K$54.8K-$4.2K2026-10-06
Cullen T Bankers, Inc.
NEW88—+88——$53.6K—2026-10-28
CX Institutional
DECREASED88103-15-15%$68$54-$142026-10-02
Harbor Investment Advisory, LLC
UNCHANGED858500%$55.8K$51.8K-$4.0K2026-10-13
Physician Wealth Advisors, Inc.
DECREASED8494-10-11%$61.9K$51.4K-$10.5K2026-10-20
Morling Financial Advisors, LLC
NEW83—+83——$50.5K—2026-10-28
Advocate Investing Services LLC
UNCHANGED808000%$52.5K$48.7K-$3.8K2026-10-26
Rosenberg Matthew Hamilton
UNCHANGED797900%$51.8K$48.1K-$3.7K2026-10-05
American National Bank & Trust
INCREASED7831+47+152%$20.3K$47.5K+$27.2K2026-10-07
Horizon Financial Services, LLC
UNCHANGED777700%$50.5K$46.9K-$3.6K2026-11-04
Farmers & Merchants Investments Inc
NEW75—+75——$45.7K—2026-10-22
Roxbury Financial LLC
UNCHANGED737300%$47.9K$44.5K-$3.4K2026-10-01
NBT Bank, N.A.
DECREASED7098-28-29%$64.3K$42.6K-$21.6K2026-10-21
Barrett & Company, Inc.
INCREASED7060+10+17%$39.4K$42.6K+$3.3K2026-10-22
Trust Co of Vermont
UNCHANGED707000%$45.9K$42.6K-$3.3K2026-10-21
Strengthening Families & Communities, LLC
DECREASED6670-4-6%$46.1K$40.3K-$5.7K2026-10-21
Alpine Bank Wealth Management
NEW64—+64——$39.0K—2026-10-16
Ares Financial Consulting, LLC
UNCHANGED626200%$40.7K$37.8K-$2.9K2026-10-19
Mosley Wealth Management
UNCHANGED626200%$40.7K$34.6K-$6.0K2026-10-16
Quest 10 Wealth Builders, Inc.
UNCHANGED606000%$39.4K$36.5K-$2.8K2026-11-02
Bulwark Capital Corp
INCREASED5843+15+35%$28.4K$35.5K+$7.1K2026-10-13
Center for Financial Planning, Inc.
UNCHANGED565600%$36.7K$34.1K-$2.6K2026-10-26
Strategic Advocates LLC
INCREASED5427+27+100%$17.7K$32.9K+$15.2K2026-11-03
Hickory Point Bank & Trust
UNCHANGED535300%$34.8K$32.3K-$2.5K2026-10-01
Albion Financial Group
DECREASED50340-290-85%$223.3K$30.5K-$192.8K2026-10-21
Kings Path Partners LLC
UNCHANGED505000%$32.8K$30.5K-$2.3K2026-10-21
Toth Financial Advisory Corp
UNCHANGED484800%$31.5K$29.2K-$2.3K2026-10-08
Glass Jacobson Investment Advisors llc
INCREASED4728+19+68%$18.6K$28.9K+$10.2K2026-10-26
Bullock Wealth Management Group
DECREASED45103-58-56%$63.9K$27.8K-$36.1K2026-10-09
MassMutual Private Wealth & Trust, FSB
UNCHANGED454500%$29.5K$27.4K-$2.1K2026-10-05
First Pacific Financial
UNCHANGED424200%$27.5K$25.6K-$2.0K2026-10-14
MV Capital Management, Inc.
NEW40—+40——$24.4K—2026-10-29
Union Savings Bank
UNCHANGED404000%$26.2K$24.4K-$1.9K2026-10-14
Moisand Fitzgerald Tamayo, LLC
UNCHANGED404000%$26.2K$24.4K-$1.9K2026-10-15
High Note Wealth, LLC
UNCHANGED404000%$26.2K$24.4K-$1.9K2026-10-27
Hartford Financial Management Inc.
DECREASED37137-100-73%$89.9K$22.5K-$67.3K2026-10-21
GHP Investment Advisors, Inc.
UNCHANGED373700%$24.3K$22.5K-$1.7K2026-10-15
Main Street Group, LTD
UNCHANGED373700%$24.3K$22.5K-$1.7K2026-10-28
Wealth Enhancement Trust Services, Inc.
UNCHANGED363600%$23.6K$21.9K-$1.7K2026-10-07
Aspect Partners, LLC
UNCHANGED363600%$23.6K$21.9K-$1.7K2026-10-20
Yankcom Partnership
UNCHANGED363600%$23.6K$21.9K-$1.7K2026-10-15
Ameliora Wealth Management Ltd.
NEW35—+35——$21.3K—2026-10-23
Private Wealth Management Group, LLC
DECREASED3553-18-34%$34.8K$21.3K-$13.4K2026-10-19
Ascentis Wealth Management, LLC
NEW34—+34——$20.7K—2026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED34317-283-89%$208.1K$20.8K-$187.3K2026-10-14
Gen-Wealth Partners Inc
UNCHANGED343400%$22.3K$20.7K-$1.6K2026-11-04
Realta Investment Advisors
DECREASED3371-38-54%$46.8K$20.3K-$26.5K2026-10-14
Tompkins Financial Corp
UNCHANGED333300%$21.6K$20.1K-$1.5K2026-10-05
Winthrop Capital Management, LLC
NEW32—+32——$19.5K—2026-11-05
Cornerstone National Bank & Trust Co
UNCHANGED323200%$19.9K$19.8K-$852026-10-20
Investment Research & Advisory Group, Inc.
UNCHANGED303000%$20.0K$18.5K-$1.4K2026-10-19
GGM Financial LLC
UNCHANGED272700%$17.7K$16.4K-$1.3K2026-11-05
Olistico Wealth, LLC
INCREASED2618+8+44%$11.8K$15.8K+$4.0K2026-10-05
Keystone Financial Group, Inc.
UNCHANGED252500%$16.4K$15.3K-$1.2K2026-10-13
City State Bank
UNCHANGED252500%$16.4K$15.2K-$1.2K2026-10-20
Decker Retirement Planning Inc.
DECREASED249,672-9,648-100%$6.3M$14.6K-$6.3M2026-10-19
MTM Investment Management, LLC
DECREASED2434-10-29%$22.3K$14.6K-$7.7K2026-10-30
First Community Trust NA
UNCHANGED232300%$15.1K$14.0K-$1.1K2026-10-07
Parkside Financial Bank & Trust
UNCHANGED232300%$15.3K$14.2K-$1.1K2026-10-27
New England Capital Financial Advisors LLC
DECREASED2229-7-24%$19.1K$13.5K-$5.5K2026-11-03
NorthAvenue LLC
UNCHANGED171700%$11.2K$10.4K-$7982026-10-29
CrossGen Wealth, LLC
NEW16—+16——$9.7K—2026-10-30
Fairman Group, LLC
UNCHANGED161600%$10.5K$9.7K-$7502026-10-26
TFC Financial Management, Inc.
NEW15—+15——$9.1K—2026-10-26
RHL Group, LLC
UNCHANGED141400%$9.2K$8.5K-$6582026-11-04
Smallwood Wealth Investment Management, LLC
UNCHANGED131300%$8.5K$7.9K-$6092026-10-30
Hurley Capital, LLC
NEW12—+12——$7.3K—2026-11-05
Lodestone Wealth Management LLC
UNCHANGED121200%$7.9K$7.4K-$5672026-10-14
Essential Partners LLC
UNCHANGED111100%$7.2K$6.7K-$5182026-10-14
Cherry Tree Wealth Management, LLC
UNCHANGED101000%$6.6K$6.1K-$4692026-10-15
Pittenger & Anderson Inc
UNCHANGED101000%$6.6K$6.1K-$4692026-11-02
Team Financial Group, LLC
NEW9—+9——$5.5K—2026-10-30
Financial Consulate, Inc
UNCHANGED8800%$5.3K$5.0K-$3822026-10-23
Rydar Equities, Inc.
NEW7—+7——$4.4K—2026-10-13
John Boyer, Inc.
NEW6—+6——$3.7K—2026-10-27
Canton Hathaway, LLC
NEW6—+6——$3.7K—2026-10-23
Tsfg, LLC
DECREASED66,996-6,990-100%$4.6M$4-$4.6M2026-10-23
Horrell Capital Management, Inc.
INCREASED65+1+20%$3.3K$3.7K+$3722026-10-08
Mechanics Financial Corp
UNCHANGED6600%$3.9K$3.7K-$2812026-11-05
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED5500%$3$3$02026-10-14
Clean Yield Group
NEW4—+4——$2.4K—2026-10-28
Vision Financial Markets LLC
NEW4—+4——$2.5K—2026-10-22
Newton One Investments LLC
NEW4—+4——$2.4K—2026-10-14
Elevated Capital Advisors, LLC
UNCHANGED4400%$2.6K$2.4K-$1882026-11-04
Fortitude Family Office, LLC
UNCHANGED3300%$2.0K$1.8K-$1412026-10-14
Trust Co
NEW2—+2——$1.2K—2026-10-09
Gold Investment Management Ltd.
UNCHANGED2200%$1.3K$1.2K-$942026-10-19
DT Investment Partners, LLC
NEW1—+1——$609—2026-10-27
Sunrise Financial Services, LLC
UNCHANGED1100%$656$609-$472026-10-21
Proathlete Wealth Management LLC
UNCHANGED1100%$657$610-$472026-10-15
TRB Advisors LP
CLOSED0100,000-100,000-100%$65.6M$0-$65.6M2026-11-03
Dymon Asia Capital (Singapore) Pte. Ltd.
CLOSED015,603-15,603-100%$10.2M$0-$10.2M2026-11-04
RWQ Financial Management Services, Inc.
CLOSED014,910-14,910-100%$9.8M$0-$9.8M2026-10-19
VMS Asset Management Limited
CLOSED013,133-13,133-100%$8.6M$0-$8.6M2026-10-15
Wellington Shields Capital Management, LLC
CLOSED011,411-11,411-100%$7.5M$0-$7.5M2026-11-03
Hanseatic Management Services Inc
CLOSED05,710-5,710-100%$3.7M$0-$3.7M2026-10-27
Cannon Advisors, Inc.
CLOSED05,471-5,471-100%$3.3M$0-$3.3M2026-10-14
Inscription Capital, LLC
CLOSED03,806-3,806-100%$2.5M$0-$2.5M2026-11-02
Virtue Capital Management, LLC
CLOSED03,691-3,691-100%$2.4M$0-$2.4M2026-10-29
Larry Mathis Financial Planning, LLC
CLOSED02,791-2,791-100%$1.8M$0-$1.8M2026-10-26
Capstone Wealth Management Group, LLC
CLOSED02,749-2,749-100%$1.8M$0-$1.8M2026-11-05
PCG Asset Management, LLC
CLOSED02,712-2,712-100%$1.8M$0-$1.8M2026-11-05
Mowery & Schoenfeld Wealth Management, LLC
CLOSED01,632-1,632-100%$1.1M$0-$1.1M2026-10-28
Central Valley Advisors, LLC
CLOSED01,558-1,558-100%$1.0M$0-$1.0M2026-10-27
Confluence Wealth Services, Inc.
CLOSED01,146-1,146-100%$751.7K$0-$751.7K2026-11-05
Embree Financial Group
CLOSED01,040-1,040-100%$682.1K$0-$682.1K2026-10-22
SmartHarvest Portfolios, LLC
CLOSED0905-905-100%$593.6K$0-$593.6K2026-10-26
KMG Fiduciary Partners, LLC
CLOSED0891-891-100%$584.4K$0-$584.4K2026-10-14
Legacy Financial Group, Inc.
CLOSED0810-810-100%$531.2K$0-$531.2K2026-10-21
Sage Financial Group Inc
CLOSED0711-711-100%$466.3K$0-$466.3K2026-10-27
Stonebridge Financial Group, LLC
CLOSED0660-660-100%$432.9K$0-$432.9K2026-10-01
Texas Bank & Trust Co
CLOSED0650-650-100%$426.3K$0-$426.3K2026-11-04
World Equity Group, Inc.
CLOSED0607-607-100%$398.1K$0-$398.1K2026-10-14
Fusion Capital, LLC
CLOSED0553-553-100%$363.0K$0-$363.0K2026-10-28
Sheets Smith Wealth Management
CLOSED0550-550-100%$360.7K$0-$360.7K2026-10-16
Integras Partners LLC
CLOSED0517-517-100%$339.1K$0-$339.1K2026-10-30
Solutions 4 Wealth, Ltd
CLOSED0515-515-100%$337.5K$0-$337.5K2026-11-03
Terra Nova Asset Management LLC
CLOSED0500-500-100%$327.9K$0-$327.9K2026-10-13
Meadowbrook Wealth Management, LLC
CLOSED0473-473-100%$293.5K$0-$293.5K2026-10-08
Coquina Private Wealth LLC
CLOSED0463-463-100%$303.4K$0-$303.4K2026-10-27
Objective Capital Management, LLC
CLOSED0446-446-100%$292.7K$0-$292.7K2026-10-13
QTR Family Wealth, LLC
CLOSED0444-444-100%$291.3K$0-$291.3K2026-11-02
Goldstein Advisors, LLC
CLOSED0440-440-100%$288.6K$0-$288.6K2026-10-15
Granite Group Advisors, LLC
CLOSED0419-419-100%$274.9K$0-$274.9K2026-10-14
Westover Capital Advisors, LLC
CLOSED0410-410-100%$268.9K$0-$268.9K2026-10-26
Smart Wealth LLC
CLOSED0410-410-100%$268.8K$0-$268.8K2026-11-04
WealthCare Asset Management, LLC
CLOSED0408-408-100%$267.6K$0-$267.6K2026-10-26
Continuum Wealth Advisors, LLC
CLOSED0402-402-100%$263.7K$0-$263.7K2026-10-20
Commonwealth Financial Services, LLC
CLOSED0363-363-100%$238.4K$0-$238.4K2026-10-20
Cordatus Wealth Management LLC
CLOSED0360-360-100%$236.1K$0-$236.1K2026-10-19
Newman Dignan & Sheerar, Inc.
CLOSED0340-340-100%$223.0K$0-$223.0K2026-10-21
Eubel Brady & Suttman Asset Management Inc
CLOSED0328-328-100%$215.0K$0-$215.0K2026-11-04
ARS Wealth Advisors Group, LLC
CLOSED0327-327-100%$214.5K$0-$214.5K2026-10-16
BLB&B Advisors, LLC
CLOSED0325-325-100%$213.2K$0-$213.2K2026-10-27
Garner Asset Management Corp
CLOSED0322-322-100%$211.2K$0-$211.2K2026-10-30
Plan Group Financial, LLC
CLOSED0320-320-100%$209.9K$0-$209.9K2026-10-22
Family Capital Management, Inc.
CLOSED0319-319-100%$209.2K$0-$209.2K2026-11-03
Southland Equity Partners LLC
CLOSED0315-315-100%$206.6K$0-$206.6K2026-10-14
GR Financial Group, LLC
CLOSED0315-315-100%$207.2K$0-$207.2K2026-10-27
Gainline Financial Partners, LLC
CLOSED0313-313-100%$205.4K$0-$205.4K2026-10-15
Smith Salley Wealth Management
CLOSED0313-313-100%$205.4K$0-$205.4K2026-11-03
Acorn Wealth Advisors, LLC
CLOSED0312-312-100%$204.6K$0-$204.6K2026-10-19
Websterrogers Financial Advisors, LLC
CLOSED0308-308-100%$202.0K$0-$202.0K2026-11-02
Lpwm LLC
CLOSED0306-306-100%$200.7K$0-$200.7K2026-10-20
Friedenthal Financial
CLOSED0292-292-100%$191.5K$0-$191.5K2026-10-27
MCF Advisors LLC
CLOSED0248-248-100%$162.9K$0-$162.9K2026-10-28
Robinswood Financial LLC
CLOSED0222-222-100%$145.7K$0-$145.7K2026-10-20
Salem Investment Counselors Inc
CLOSED0177-177-100%$116.1K$0-$116.1K2026-10-13
First Command Advisory Services, Inc.
CLOSED0168-168-100%$109.9K$0-$109.9K2026-11-05
Brooklyn FI, LLC
CLOSED060-60-100%$35.2K$0-$35.2K2026-11-05
Godsey & Gibb, Inc
CLOSED038-38-100%$24.9K$0-$24.9K2026-10-14
Beacon Investment Advisory Services, Inc.
CLOSED033-33-100%$21.6K$0-$21.6K2026-10-13
Centerpoint Advisors, LLC
CLOSED015-15-100%$10$0-$102026-11-05
Vista Investment Partners LLC
CLOSED09-9-100%$5.9K$0-$5.9K2026-10-08
Cornerstone Planning Group LLC
CLOSED06-6-100%$3.5K$0-$3.5K2026-10-16
Obsidian CIO, LLC
CLOSED04-4-100%$2.6K$0-$2.6K2026-11-05
Arvest Investments, Inc.
CLOSED000—$0$0$02026-10-21
Illumine Investment Management, LLC
UNCHANGED000—$383.7K$415.3K+$31.6K2026-10-22
Prairie Wealth Advisors, Inc.
UNCHANGED000—$10.3M$10.3M-$44.2K2026-10-29
Bank of America Corp
N/A—9,557,301-9,557,301-100%$6.3B———
Morgan Stanley
N/A—4,074,538-4,074,538-100%$2.7B———
Goldman Sachs Group Inc
N/A—3,960,836-3,960,836-100%$2.6B———
LPL Financial LLC
N/A—2,887,567-2,887,567-100%$1.9B———
BNP Paribas Financial Markets
N/A—1,677,290-1,677,290-100%$1.1B———
Susquehanna International Group, LLP
N/A—1,568,830-1,568,830-100%$1.0B———
Barclays PLC
N/A—1,360,781-1,360,781-100%$892.5M———
JPMorgan Chase & Co
N/A—1,297,218-1,297,218-100%$819.8M———
UBS Group AG
N/A—1,294,421-1,294,421-100%$849.0M———
Jasper Ridge Partners, L.P.
N/A—1,117,575-1,117,575-100%$733.0M———
Migdal Insurance & Financial Holdings Ltd.
N/A—992,691-992,691-100%$651.1M———
Wells Fargo & Company
N/A—980,517-980,517-100%$643.1M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—920,000-920,000-100%$603.4M———
Royal Bank of Canada
N/A—844,815-844,815-100%$554.1M———
Clal Insurance Enterprises Holdings Ltd
N/A—795,000-795,000-100%$521.4M———
Menora Mivtachim Holdings Ltd.
N/A—779,200-779,200-100%$511.1M———
Envestnet Asset Management Inc
N/A—739,031-739,031-100%$484.7M———
Raymond James Financial Inc
N/A—634,630-634,630-100%$416.2M———
Saudi Central Bank
N/A—602,006-602,006-100%$335.0M———
Focus Partners Wealth
N/A—588,682-588,682-100%$386.1M———
Cerity Partners Ocio LLC
N/A—577,281-577,281-100%$378.6M———
Northwestern Mutual Wealth Management Co
N/A—539,026-539,026-100%$353.5M———
Cetera Investment Advisers
N/A—522,174-522,174-100%$342.5M———
Prudential PLC
N/A—472,312-472,312-100%$309.8M———
RiverFront Investment Group, LLC
N/A—441,124-441,124-100%$289.3M———
Jane Street Group, LLC
N/A—384,578-384,578-100%$252.2M———
Osaic Holdings, Inc.
N/A—357,849-357,849-100%$234.9M———
Quadrature Capital Ltd
N/A—347,669-347,669-100%$228.0M———
Ameriprise Financial Inc
N/A—297,998-297,998-100%$195.7M———
Balyasny Asset Management L.P.
N/A—293,759-293,759-100%$192.7M———
Rockefeller Capital Management L.P.
N/A—283,483-283,483-100%$185.9M———
MML Investors Services, LLC
N/A—282,670-282,670-100%$185.4M———
Schroder Investment Management Group
N/A—254,408-254,408-100%$160.8M———
Jones Financial Companies Lllp
N/A—239,789-239,789-100%$146.7M———
Millennium Management LLC
N/A—203,071-203,071-100%$133.2M———
Portfolio Strategies, Inc.
N/A—175,468-175,468-100%$115.1M———
Woodline Partners LP
N/A—172,111-172,111-100%$112.9M———
BlueCrest Capital Management Ltd
N/A—167,000-167,000-100%$109.5M———
Private Advisor Group, LLC
N/A—164,599-164,599-100%$108.0M———
SG Americas Securities, LLC
N/A—131,286-131,286-100%$86.1M———
Fisher Asset Management, LLC
N/A—126,330-126,330-100%$82.9M———
Stifel Financial Corp
N/A—124,202-124,202-100%$81.5M———
LMR Partners LLP
N/A—123,731-123,731-100%$81.2M———
NewEdge Wealth, LLC
N/A—122,260-122,260-100%$80.2M———
Holocene Advisors, LP
N/A—120,000-120,000-100%$78.7M———
Wealthspire Advisors, LLC
N/A—119,562-119,562-100%$78.4M———
Wealthfront Advisers LLC
N/A—118,496-118,496-100%$77.7M———
BlackRock, Inc.
N/A—112,988-112,988-100%$74.1M———
Bank of Montreal
N/A—105,839-105,839-100%$69.4M———
Janney Montgomery Scott LLC
N/A—103,763-103,763-100%$68.1M———
Spider Management Company, LLC
N/A—97,744-97,744-100%$64.1M———
Miller Investment Management, LP
N/A—95,530-95,530-100%$62.7M———
Allianz Asset Management GmbH
N/A—95,190-95,190-100%$62.4M———
Elo Mutual Pension Insurance Co
N/A—92,560-92,560-100%$60.7M———
Jain Global LLC
N/A—89,894-89,894-100%$59.0M———
CIBC World Market Inc.
N/A—85,735-85,735-100%$56.2M———
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A—84,287-84,287-100%$55.3M———
Round Rock Advisors LLC
N/A—84,209-84,209-100%$55.2M———
Bouchey Financial Group, Ltd.
N/A—82,577-82,577-100%$54.2M———
Cornerstone Advisors, LLC
N/A—80,177-80,177-100%$52.6M———
FMR LLC
N/A—79,278-79,278-100%$52.0M———
EP Wealth Advisors, LLC
N/A—73,019-73,019-100%$47.9M———
Equitable Holdings, Inc.
N/A—72,238-72,238-100%$47.4M———
NewEdge Advisors, LLC
N/A—69,964-69,964-100%$45.9M———
Performance Wealth Partners, LLC
N/A—69,835-69,835-100%$45.8M———
Great Valley Advisor Group, Inc.
N/A—66,409-66,409-100%$43.6M———
Summit Financial, LLC
N/A—66,155-66,155-100%$43.4M———
HighTower Advisors, LLC
N/A—65,267-65,267-100%$42.8M———
Adapt Investment Managers SA
N/A—63,911-63,911-100%$41.9M———
Nan Shan Life Insurance Co., Ltd.
N/A—61,879-61,879-100%$40.6M———
Parker Investment Management, LLC
N/A—61,745-61,745-100%$40.5M———
Baird Financial Group, Inc.
N/A—61,203-61,203-100%$40.1M———
Daiichi Life Insurance Co., Ltd.
N/A—57,632-57,632-100%$37.8M———
Centiva Capital, LP
N/A—56,684-56,684-100%$37.2M———
Pine Ridge Advisers LLC
N/A—56,475-56,475-100%$37.0M———
United Capital Financial Advisors, LLC
N/A—56,377-56,377-100%$37.0M———
Steward Partners Investment Advisory, LLC
N/A—56,345-56,345-100%$37.0M———
Condor Capital Management
N/A—55,559-55,559-100%$36.4M———
Mariner, LLC
N/A—54,060-54,060-100%$35.5M———
Rothschild Capital Partners, LLC
N/A—52,533-52,533-100%$34.5M———
AE Wealth Management LLC
N/A—50,409-50,409-100%$33.1M———
Waverly Advisors, LLC
N/A—47,982-47,982-100%$31.5M———
XTX Topco Ltd
N/A—47,832-47,832-100%$31.4M———
Scotia Capital Inc.
N/A—47,246-47,246-100%$31.0M———
Wellington Management Group LLP
N/A—46,274-46,274-100%$30.4M———
Provident Co of the Employees of the Hebrew University LTD
N/A—44,336-44,336-100%$29.1M———
University of Wisconsin Foundation
N/A—43,838-43,838-100%$28.8M———
Sanctuary Advisors, LLC
N/A—42,850-42,850-100%$28.1M———
Itau Unibanco Holding S.A.
N/A—42,496-42,496-100%$27.9M———
&partners
N/A—42,366-42,366-100%$27.8M———
Kingsview Wealth Management, LLC
N/A—41,438-41,438-100%$27.2M———
Black Swift Group, LLC
N/A—41,381-41,381-100%$27.1M———
Merit Financial Group, LLC
N/A—41,345-41,345-100%$27.1M———
Level Four Advisory Services, LLC
N/A—41,190-41,190-100%$27.0M———
University of Illinois Foundation
N/A—40,031-40,031-100%$26.3M———
Mason & Associates Inc
N/A—39,237-39,237-100%$25.7M———
Potomac Fund Management Inc
N/A—39,080-39,080-100%$25.6M———
Capital Fund Management S.A.
N/A—38,613-38,613-100%$25.3M———
Hudson Bay Capital Management LP
N/A—37,960-37,960-100%$24.9M———
World Investment Advisors
N/A—36,974-36,974-100%$15.1M———
Mmbg Investment Advisors Co.
N/A—36,962-36,962-100%$24.2M———
Old Mission Capital LLC
N/A—35,349-35,349-100%$23.2M———
Plotkin Financial Advisors, LLC
N/A—33,547-33,547-100%$22.0M———
Stonebridge Financial Group, LLC
N/A—33,528-33,528-100%$22.0M———
AQR Capital Management LLC
N/A—33,123-33,123-100%$21.7M———
Tudor Investment Corp ET AL
N/A—32,924-32,924-100%$21.6M———
Arax Advisory Partners
N/A—32,615-32,615-100%$21.4M———
Mercer Global Advisors Inc
N/A—32,435-32,435-100%$21.3M———
Quantinno Capital Management LP
N/A—31,877-31,877-100%$20.9M———
Global Retirement Partners, LLC
N/A—31,801-31,801-100%$20.9M———
Beacon Pointe Advisors, LLC
N/A—31,603-31,603-100%$20.7M———
Harbour Investments, Inc.
N/A—31,414-31,414-100%$20.6M———
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A—31,135-31,135-100%$20.4M———
Soros Capital Management LLC
N/A—30,700-30,700-100%$20.1M———
Landscape Capital Management, L.L.C.
N/A—30,000-30,000-100%$19.7M———
Principal Securities, Inc.
N/A—29,827-29,827-100%$19.6M———
FIL Ltd
N/A—29,081-29,081-100%$19.1M———
Public Sector Pension Investment Board
N/A—29,000-29,000-100%$19.0M———
Integrated Wealth Concepts LLC
N/A—28,520-28,520-100%$18.7M———
Mutual Advisors, LLC
N/A—28,220-28,220-100%$18.5M———
Concentrum Wealth Management
N/A—27,972-27,972-100%$18.3M———
Phoenix Financial Ltd.
N/A—26,596-26,596-100%$17.4M———
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
N/A—26,245-26,245-100%$17.2M———
Blair William & Co
N/A—25,583-25,583-100%$16.8M———
URS Advisory LLC
N/A—25,302-25,302-100%$16.6M———
Ameritas Advisory Services, LLC
N/A—24,968-24,968-100%$16.4M———
Measured Wealth Private Client Group, LLC
N/A—24,944-24,944-100%$16.4M———
Marcho Partners LLP
N/A—24,500-24,500-100%$16.1M———
Strategic Wealth Partners, Ltd.
N/A—24,108-24,108-100%$15.8M———
Van Eck Associates Corp
N/A—24,030-24,030-100%$15.8M———
Waterloo Capital, L.P.
N/A—23,851-23,851-100%$15.6M———
IAM Advisory, LLC
N/A—23,557-23,557-100%$15.5M———
Stratos Wealth Partners, Ltd.
N/A—23,145-23,145-100%$15.2M———
Ausdal Financial Partners, Inc.
N/A—22,890-22,890-100%$15.0M———
Insigneo Advisory Services, LLC
N/A—22,846-22,846-100%$15.0M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—22,544-22,544-100%$14.7M———
National Bank of Canada
N/A—22,286-22,286-100%$14.6M———
Edmond de Rothschild Holding S.A.
N/A—22,059-22,059-100%$14.5M———
Atomic Invest LLC
N/A—21,916-21,916-100%$13.9M———
Nwam LLC
N/A—21,500-21,500-100%$14.1M———
Caption Management, LLC
N/A—21,220-21,220-100%$13.9M———
Cresset Asset Management, LLC
N/A—21,074-21,074-100%$13.8M———
Advyzon Investment Management, LLC
N/A—20,784-20,784-100%$13.6M———
Snowden Capital Advisors LLC
N/A—20,351-20,351-100%$13.3M———
Banco BTG Pactual S.A.
N/A—19,609-19,609-100%$12.9M———
Money Concepts Capital Corp
N/A—19,556-19,556-100%$12.8M———
CreativeOne Wealth, LLC
N/A—19,522-19,522-100%$12.8M———
PNC Financial Services Group, Inc.
N/A—19,312-19,312-100%$12.7M———
Capital Markets Trading UK LLP
N/A—19,000-19,000-100%$12.5M———
Advisory Services Network, LLC
N/A—18,979-18,979-100%$12.4M———
Financial Freedom, LLC
N/A—18,728-18,728-100%$12.3M———
Aragon Global Management, LP
N/A—18,600-18,600-100%$12.2M———
Brown Advisory Inc
N/A—18,345-18,345-100%$12.0M———
Walleye Capital LLC
N/A—18,299-18,299-100%$12.0M———
IHT Wealth Management, LLC
N/A—18,066-18,066-100%$11.8M———
Lowery Thomas, LLC
N/A—17,895-17,895-100%$11.7M———
Cerity Partners LLC
N/A—17,589-17,589-100%$11.5M———
Piedmont Capital Management, LLC
N/A—17,512-17,512-100%$10.9M———
Institute for Wealth Management, Llc.
N/A—17,372-17,372-100%$11.4M———
Federation des caisses Desjardins du Quebec
N/A—17,286-17,286-100%$11.3M———
Retirement Management Systems Inc.
N/A—17,236-17,236-100%$11.3M———
Bank of Nova Scotia
N/A—17,128-17,128-100%$11.2M———
Western Wealth Management, LLC
N/A—17,040-17,040-100%$11.2M———
Naman Capital Ltda
N/A—16,857-16,857-100%$11.1M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—16,804-16,804-100%$11.0M———
Qube Research & Technologies Ltd
N/A—16,618-16,618-100%$10.9M———
Kickstand Ventures, Llc.
N/A—15,767-15,767-100%$10.3M———
Adapt Wealth Advisors, LLC
N/A—15,118-15,118-100%$9.9M———
Peapack Gladstone Financial Corp
N/A—14,896-14,896-100%$9.8M———
Gotham Asset Management, LLC
N/A—14,823-14,823-100%$9.7M———
PFG Investments, LLC
N/A—14,780-14,780-100%$9.7M———
MAI Capital Management
N/A—14,651-14,651-100%$9.6M———
Toronto Dominion Bank
N/A—14,319-14,319-100%$9.4M———
Centaurus Financial, Inc.
N/A—13,841-13,841-100%$9.1M———
Belpointe Asset Management LLC
N/A—13,756-13,756-100%$9.0M———
PCG Wealth Advisors, LLC
N/A—13,707-13,707-100%$9.0M———
Guardian Capital, LLC
N/A—13,192-13,192-100%$8.7M———
Bay Rivers Group
N/A—13,181-13,181-100%$8.6M———
Natixis Advisors, LLC
N/A—13,173-13,173-100%$8.6M———
One Capital Management, LLC
N/A—13,123-13,123-100%$5.0M———
Nikulski Financial, Inc.
N/A—13,078-13,078-100%$8.6M———
Aft, Forsyth & Sober, LLC
N/A—13,000-13,000-100%$5.0M———
Foundations Investment Advisors, LLC
N/A—12,975-12,975-100%$8.5M———
IEQ Capital, LLC
N/A—12,608-12,608-100%$8.3M———
Consolidated Portfolio Review Corp
N/A—12,505-12,505-100%$8.2M———
Lotus Technology Management, LP
N/A—12,291-12,291-100%$9.0M———
Nomura Asset Management Co LTD
N/A—11,231-11,231-100%$7.4M———
Peak Planning Group, LLC
N/A—11,138-11,138-100%$7.3M———
Orleans Capital Management Corp
N/A—10,881-10,881-100%$7.1M———
Tower Research Capital LLC (TRC)
N/A—10,667-10,667-100%$7.0M———
Hall Capital Management Co Inc
N/A—10,572-10,572-100%$6.9M———
Northern Trust Corp
N/A—10,502-10,502-100%$6.9M———
Ciovacco Capital Management LLC
N/A—10,496-10,496-100%$6.9M———
Kovack Advisors, Inc.
N/A—10,267-10,267-100%$6.5M———
Graham Capital Management, L.P.
N/A—10,200-10,200-100%$6.7M———
Calton & Associates, Inc.
N/A—10,052-10,052-100%$6.6M———
Kera Capital Partners, Inc.
N/A—10,040-10,040-100%$6.6M———
BFC Planning, Inc.
N/A—9,772-9,772-100%$6.4M———
Mcguire Capital Advisors Inc
N/A—8,750-8,750-100%$5.7M———
Captrust Financial Advisors
N/A—8,750-8,750-100%$5.7M———
Allworth Financial LP
N/A—8,650-8,650-100%$5.7M———
SCS Capital Management LLC
N/A—8,596-8,596-100%$5.6M———
RH Tailwind Management, LLC
N/A—8,500-8,500-100%$5.6M———
Corsair Capital Management, L.P.
N/A—8,500-8,500-100%$5.6M———
Arkadios Wealth Advisors
N/A—8,476-8,476-100%$5.6M———
Vision Retirement, LLC
N/A—8,302-8,302-100%$5.4M———
Cassady Wealth & Retirement Planning, LLC
N/A—8,229-8,229-100%$5.4M———
Titiun Yejiel
N/A—8,214-8,214-100%$5.4M———
Stephens Inc
N/A—8,208-8,208-100%$5.4M———
Owen LaRue, LLC
N/A—8,090-8,090-100%$5.3M———
IFG Advisory, LLC
N/A—7,779-7,779-100%$5.1M———
Garden State Investment Advisory Services LLC
N/A—7,751-7,751-100%$5.1M———
Hilltop Holdings Inc.
N/A—7,491-7,491-100%$4.9M———
Delos Wealth Advisors, LLC
N/A—7,477-7,477-100%$4.9M———
HBK Sorce Advisory LLC
N/A—7,452-7,452-100%$4.2M———
HSBC Holdings PLC
N/A—7,245-7,245-100%$4.7M———
Bulltick Wealth Management, LLC
N/A—7,200-7,200-100%$1.7M———
Florida Financial Advisors, LLC
N/A—7,167-7,167-100%$4.7M———
O'shaughnessy Asset Management, LLC
N/A—7,031-7,031-100%$4.6M———
Regal Investment Advisors LLC
N/A—6,900-6,900-100%$4.5M———
Envestnet Portfolio Solutions, Inc.
N/A—6,822-6,822-100%$4.5M———
Thoroughbred Financial Services, LLC
N/A—6,724-6,724-100%$4.4M———
Fullerton Fund Management Co Ltd.
N/A—6,653-6,653-100%$4.4M———
Estate Planners Group, LLC
N/A—6,592-6,592-100%$4.3M———
Klingenstein Fields & Co LP
N/A—6,486-6,486-100%$4.3M———
Sequoia Financial Advisors, LLC
N/A—6,475-6,475-100%$4.2M———
Vestmark Advisory Solutions, Inc.
N/A—6,471-6,471-100%$4.2M———
Guggenheim Capital LLC
N/A—6,447-6,447-100%$4.2M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—6,287-6,287-100%$4.1M———
New Insight Wealth Advisors
N/A—6,166-6,166-100%$4.0M———
OneAscent Financial Services LLC
N/A—6,053-6,053-100%$4.0M———
Dakota Wealth Management
N/A—6,006-6,006-100%$3.9M———
Aptus Capital Advisors, LLC
N/A—5,933-5,933-100%$3.9M———
NorthRock Partners, LLC
N/A—5,701-5,701-100%$3.7M———
Pinnacle Financial Partners, Inc.
N/A—5,577-5,577-100%$3.7M———
Independent Advisor Alliance
N/A—5,535-5,535-100%$3.6M———
Wealth Watch Advisors, Inc
N/A—5,469-5,469-100%$3.6M———
Cornerstone Select Advisors, LLC
N/A—5,443-5,443-100%$3.6M———
Marshall Wace, LLP
N/A—5,371-5,371-100%$3.5M———
Moneta Group Investment Advisors LLC
N/A—5,321-5,321-100%$3.5M———
Composition Wealth, LLC
N/A—5,279-5,279-100%$3.5M———
UBS Asset Management Americas LLC
N/A—5,256-5,256-100%$3.4M———
Fortis Capital Management LLC
N/A—5,208-5,208-100%$3.4M———
Verition Fund Management LLC
N/A—5,207-5,207-100%$3.4M———
Dearborn Partners LLC
N/A—5,109-5,109-100%$3.4M———
Liberty Square Wealth Partners LLC
N/A—5,101-5,101-100%$3.3M———
Ascent Advisors, LLC
N/A—5,043-5,043-100%$3.1M———
Darden Wealth Group Inc
N/A—4,951-4,951-100%$3.2M———
Perennial Investment Advisors, LLC
N/A—4,921-4,921-100%$3.2M———
Empowered Funds, LLC
N/A—4,850-4,850-100%$3.2M———
Payne Capital LLC
N/A—4,816-4,816-100%$3.2M———
Osbon Capital Management LLC
N/A—4,755-4,755-100%$3.1M———
HighPoint Advisor Group LLC
N/A—4,755-4,755-100%$3.1M———
Keating Financial Advisory Services, Inc.
N/A—4,663-4,663-100%$3.1M———
Founders Financial Alliance, LLC
N/A—4,609-4,609-100%$3.0M———
Bramshill Investments, LLC
N/A—4,500-4,500-100%$3.0M———
Modern Wealth Management, LLC
N/A—4,487-4,487-100%$2.9M———
ExodusPoint Capital Management, LP
N/A—4,257-4,257-100%$2.8M———
Inspire Advisors, LLC
N/A—4,254-4,254-100%$2.8M———
LaSalle St. Investment Advisors, LLC
N/A—4,228-4,228-100%$2.8M———
Mizuho Markets Americas LLC
N/A—4,200-4,200-100%$2.8M———
Retirement Income Solutions, Inc
N/A—4,181-4,181-100%$1.6M———
RWA Wealth Partners, LLC
N/A—4,177-4,177-100%$2.7M———
Savant Capital, LLC
N/A—4,159-4,159-100%$2.2M———
Fox Hill Wealth Management
N/A—4,159-4,159-100%$2.7M———
Stevens Capital Management LP
N/A—4,152-4,152-100%$2.7M———
Sonoma Allocations LLC
N/A—4,144-4,144-100%$2.6M———
Apriem Advisors
N/A—4,137-4,137-100%$2.7M———
Kesler, Norman & Wride, LLC
N/A—4,115-4,115-100%$2.7M———
AlTi Global, Inc.
N/A—4,105-4,105-100%$2.7M———
Ellevest, Inc.
N/A—4,096-4,096-100%$1.6M———
Betterment LLC
N/A—4,010-4,010-100%$2.6M———
Focus Partners Advisor Solutions, LLC
N/A—4,007-4,007-100%$2.6M———
Copia Wealth Management
N/A—3,973-3,973-100%$2.6M———
Maripau Wealth Management LLC
N/A—3,886-3,886-100%$2.5M———
Denver Wealth Management, Inc.
N/A—3,871-3,871-100%$2.5M———
Element Wealth, LLC
N/A—3,858-3,858-100%$2.5M———
Venturi Wealth Management, LLC
N/A—3,851-3,851-100%$2.5M———
Cheviot Value Management, LLC
N/A—3,850-3,850-100%$2.5M———
Gladstone Institutional Advisory LLC
N/A—3,777-3,777-100%$2.5M———
Seaview Investment Managers LLC
N/A—3,765-3,765-100%$2.5M———
OneDigital Investment Advisors LLC
N/A—3,737-3,737-100%$2.5M———
Nuveen, LLC
N/A—3,724-3,724-100%$2.4M———
Bawa N Mallick Trust
N/A—3,718-3,718-100%$2.4M———
Fortress Private Ledger, LLC
N/A—3,681-3,681-100%$2.4M———
Sfmg, LLC
N/A—3,676-3,676-100%$2.4M———
Game Plan Financial Advisors, LLC
N/A—3,648-3,648-100%$2.4M———
Sky-Mountain Capital Management, Inc.
N/A—3,626-3,626-100%$2.4M———
Harbour Wealth Management Group, Inc.
N/A—3,625-3,625-100%$2.4M———
Moors & Cabot, Inc.
N/A—3,614-3,614-100%$2.4M———
Cofg Advisors, LLC
N/A—3,607-3,607-100%$2.4M———
Sassicaia Capital Advisers LLC
N/A—3,600-3,600-100%$2.4M———
Pgim Custom Harvest LLC
N/A—3,574-3,574-100%$2.3M———
Smith, Moore & Co.
N/A—3,547-3,547-100%$2.3M———
Strategic Financial Concepts, LLC
N/A—3,521-3,521-100%$2.3M———
Kane Investment Management, Inc.
N/A—3,518-3,518-100%$2.3M———
Gateway Wealth Partners, LLC
N/A—3,397-3,397-100%$2.2M———
Benson Wealth Management Inc
N/A—3,358-3,358-100%$2.2M———
Regency Capital Management Inc.\DE
N/A—3,330-3,330-100%$2.2M———
Citadel Advisors LLC
N/A—3,315-3,315-100%$2.2M———
Sankala Group LLC
N/A—3,305-3,305-100%$1.9M———
Iron Gate Global Advisors LLC
N/A—3,300-3,300-100%$2.2M———
Summit Trail Advisors, LLC
N/A—3,244-3,244-100%$2.1M———
Aspire Capital Advisors LLC
N/A—3,207-3,207-100%$2.1M———
Cornerstone Advisory, LLC
N/A—3,204-3,204-100%$2.1M———
Silver OAK Securities, Incorporated
N/A—3,172-3,172-100%$2.1M———
Geneos Wealth Management Inc.
N/A—3,162-3,162-100%$2.1M———
BTG Pactual Asset Management US LLC
N/A—3,144-3,144-100%$2.1M———
Kirtland Hills Capital Management, LLC
N/A—3,138-3,138-100%$2.1M———
Novare Capital Management LLC
N/A—3,124-3,124-100%$2.0M———
SIH Partners, Lllp
N/A—3,089-3,089-100%$2.0M———
Maridea Wealth Management LLC
N/A—3,086-3,086-100%$2.0M———
Tradition Wealth Management, LLC
N/A—3,062-3,062-100%$2.0M———
Credit Industriel ET Commercial
N/A—3,046-3,046-100%$2.0M———
Zhang Financial LLC
N/A—3,038-3,038-100%$2.0M———
Winch Advisory Services, LLC
N/A—3,035-3,035-100%$2.0M———
Runnymede Capital Advisors, Inc.
N/A—3,008-3,008-100%$2.0M———
Clearstead Advisors, LLC
N/A—3,002-3,002-100%$2.0M———
NWI Management LP
N/A—3,000-3,000-100%$2.0M———
American Financial Advisors, LLC
N/A—2,931-2,931-100%$1.9M———
Forefront Wealth Partners, LLC
N/A—2,872-2,872-100%$1.9M———
17 Capital Partners, LLC
N/A—2,853-2,853-100%$1.9M———
O'rourke & Company, Inc
N/A—2,811-2,811-100%$1.8M———
Sound View Wealth Advisors Group, LLC
N/A—2,804-2,804-100%$1.8M———
Q3 Asset Management
N/A—2,766-2,766-100%$1.8M———
Shay Capital LLC
N/A—2,750-2,750-100%$1.8M———
Ancora Advisors LLCA
N/A—2,736-2,736-100%$1.8M———
Advisory Alpha, LLC
N/A—2,665-2,665-100%$1.7M———
Hamilton Wealth, LLC
N/A—2,639-2,639-100%$1.7M———
CIBC Bancorp USA Inc.
N/A—2,638-2,638-100%$1.7M———
Schnieders Capital Management, Llc.
N/A—2,622-2,622-100%$1.7M———
Jackson Wealth Management, LLC
N/A—2,611-2,611-100%$1.7M———
Two Sigma Securities, LLC
N/A—2,607-2,607-100%$1.7M———
Madden Advisory Services, Inc.
N/A—2,586-2,586-100%$1.7M———
Credit Agricole S A
N/A—2,560-2,560-100%$1.7M———
Mathes Company, Inc.
N/A—2,555-2,555-100%$1.7M———
Sovereign Financial Group, Inc.
N/A—2,551-2,551-100%$1.7M———
Stonebridge Financial Planning Group, LLC
N/A—2,512-2,512-100%$1.6M———
Edgestream Partners, L.P.
N/A—2,490-2,490-100%$1.6M———
CMT Capital Markets Trading GmbH
N/A—2,469-2,469-100%$1.6M———
Fort Point Capital Partners LLC
N/A—2,455-2,455-100%$1.6M———
Alpine Global Management, LLC
N/A—2,450-2,450-100%$1.6M———
Kintra Wealth, LLC
N/A—2,435-2,435-100%$1.4M———
Peak Asset Management, LLC
N/A—2,433-2,433-100%$1.6M———
Concorde Asset Management, LLC
N/A—2,428-2,428-100%$1.6M———
Kerr Financial Planning Corp
N/A—2,364-2,364-100%$1.6M———
Brevan Howard Capital Management LP
N/A—2,348-2,348-100%$1.5M———
Pathstone Holdings, LLC
N/A—2,235-2,235-100%$1.5M———
Regatta Research & Money Management
N/A—2,233-2,233-100%$1.5M———
Retirement Planning Group, LLC / NY
N/A—2,220-2,220-100%$1.5M———
Abound Financial, LLC
N/A—2,198-2,198-100%$1.4M———
Transcend Capital Advisors, LLC
N/A—2,120-2,120-100%$1.4M———
Savvy Advisors, Inc.
N/A—2,101-2,101-100%$1.4M———
Accretive Wealth Partners, LLC
N/A—2,096-2,096-100%$1.4M———
Alteri Wealth LLC
N/A—2,094-2,094-100%$1.4M———
Berkshire Asset Management LLC
N/A—2,058-2,058-100%$1.3M———
Harvest Investment Services, LLC
N/A—2,043-2,043-100%$1.3M———
Alexis Investment Partners, LLC
N/A—2,041-2,041-100%$1.3M———
Capula Management Ltd
N/A—2,016-2,016-100%$1.3M———
Black Maple Capital Management LP
N/A—2,000-2,000-100%$1.3M———
Glen Eagle Advisors, LLC
N/A—1,987-1,987-100%$1.3M———
Massar Capital Management, LP
N/A—1,968-1,968-100%$1.3M———
Clear Street Group Inc.
N/A—1,968-1,968-100%$1.3M———
Greenwich Wealth Management LLC
N/A—1,947-1,947-100%$1.3M———
Clarity Financial LLC
N/A—1,928-1,928-100%$1.3M———
Pine Valley Investments Ltd Liability Co
N/A—1,915-1,915-100%$1.3M———
Capital Analysts, LLC
N/A—1,910-1,910-100%$1.3M———
HHM Wealth Advisors, LLC
N/A—1,906-1,906-100%$1.3M———
American Trust
N/A—1,873-1,873-100%$1.2M———
Whittier Trust Co of Nevada Inc
N/A—1,854-1,854-100%$1.1M———
Franklin Resources Inc
N/A—1,840-1,840-100%$1.2M———
FourThought Financial Partners, LLC
N/A—1,824-1,824-100%$1.2M———
Commerce Bank
N/A—1,811-1,811-100%$1.2M———
Rollins Financial Advisors, LLC
N/A—1,781-1,781-100%$1.2M———
SOA Wealth Advisors, Llc.
N/A—1,781-1,781-100%$1.2M———
Cardiff Park Advisors, LLC
N/A—1,781-1,781-100%$1.2M———
MJP Associates Inc
N/A—1,780-1,780-100%$1.2M———
Clark Capital Management Group, Inc.
N/A—1,758-1,758-100%$1.2M———
Point72 Asset Management, L.P.
N/A—1,750-1,750-100%$1.1M———
Berger Financial Group, Inc
N/A—1,734-1,734-100%$1.1M———
Vertex Planning Partners, LLC
N/A—1,706-1,706-100%$1.1M———
Orion Porfolio Solutions, LLC
N/A—1,704-1,704-100%$1.1M———
Fiduciary Financial Advisors
N/A—1,702-1,702-100%$1.1M———
LM Advisors LLC
N/A—1,692-1,692-100%$1.1M———
Ranch Capital Advisors Inc.
N/A—1,689-1,689-100%$1.1M———
Elevation Advisory Partners LLC
N/A—1,672-1,672-100%$934.4K———
Jefferson Bridge Capital, LLC
N/A—1,665-1,665-100%$1.1M———
SHP Wealth Management
N/A—1,650-1,650-100%$1.1M———
Caprock Group, LLC
N/A—1,638-1,638-100%$1.1M———
Advisors Capital Management, LLC
N/A—1,635-1,635-100%$1.1M———
Brown Brothers Harriman & Co
N/A—1,627-1,627-100%$1.1M———
Huntington National Bank
N/A—1,624-1,624-100%$1.1M———
Cary Street Partners Financial LLC
N/A—1,624-1,624-100%$1.1M———
Invst, LLC
N/A—1,615-1,615-100%$1.1M———
Quantum Portfolio Management LLC
N/A—1,604-1,604-100%$1.1M———
Liberty One Investment Management, LLC
N/A—1,543-1,543-100%$1.0M———
Chilton Investment Co Inc.
N/A—1,528-1,528-100%$1.0M———
Atlantic Union Bankshares Corp
N/A—1,523-1,523-100%$999.0K———
DV Trading LLC
N/A—1,509-1,509-100%$35.4K———
Xcelsior Advisor Partners LLC
N/A—1,488-1,488-100%$976.2K———
Orographic Financial Advisors, LLC
N/A—1,487-1,487-100%$869———
Leigh Baldwin & Co., LLC
N/A—1,480-1,480-100%$971.0K———
1832 Asset Management L.P.
N/A—1,469-1,469-100%$963.5K———
Magnolia Capital Advisors LLC
N/A—1,449-1,449-100%$950.4K———
M&T Bank Corp
N/A—1,439-1,439-100%$943.8K———
Advance Capital Management, Inc.
N/A—1,435-1,435-100%$941.1K———
Main Street Financial Solutions, LLC
N/A—1,430-1,430-100%$938.0K———
J Hagan Capital, Inc.
N/A—1,416-1,416-100%$928.5K———
W1m Asset Management Ltd
N/A—1,394-1,394-100%$914.5K———
GWN Securities Inc.
N/A—1,393-1,393-100%$913.4K———
ProVise Management Group, LLC
N/A—1,384-1,384-100%$907.8K———
Rasp Wealth Solutions, LLC
N/A—1,378-1,378-100%$903.5K———
Granite Bay Wealth Management, LLC
N/A—1,336-1,336-100%$876.0K———
Interactive Financial Advisors, Inc.
N/A—1,289-1,289-100%$824.3K———
Red Door Wealth Management, LLC
N/A—1,271-1,271-100%$833.6K———
Valmark Advisers, Inc.
N/A—1,245-1,245-100%$816.6K———
J. M. Brown & Associates Inc.
N/A—1,241-1,241-100%$814.0K———
Silvercrest Asset Management Group LLC
N/A—1,232-1,232-100%$808.1K———
Russell Investments Group, Ltd.
N/A—1,227-1,227-100%$804.8K———
Octavia Wealth Advisors, LLC
N/A—1,226-1,226-100%$804.3K———
Somerset Group LLC
N/A—1,224-1,224-100%$747.9K———
Price T Rowe Associates Inc
N/A—1,200-1,200-100%$788.0K———
BBR Partners, LLC
N/A—1,187-1,187-100%$778.5K———
FSA Advisors, Inc.
N/A—1,176-1,176-100%$771.0K———
Stratos Wealth Advisors, LLC
N/A—1,159-1,159-100%$760.6K———
M3 Advisory Group, LLC
N/A—1,154-1,154-100%$756.9K———
Natixis
N/A—1,148-1,148-100%$753.0K———
Greenline Partners, LLC
N/A—1,147-1,147-100%$752.3K———
Brand Asset Management Group, Inc.
N/A—1,144-1,144-100%$750.3K———
Man Group plc
N/A—1,143-1,143-100%$749.7K———
Index Technologies Group LLC
N/A—1,138-1,138-100%$746.4K———
Resurgent Financial Advisors LLC
N/A—1,135-1,135-100%$744.1K———
Sharp Wealth Advisory, LLC
N/A—1,132-1,132-100%$742.5K———
Fairview Capital Investment Management, LLC
N/A—1,125-1,125-100%$737.9K———
Tower Bridge Advisors
N/A—1,125-1,125-100%$737.9K———
Kapstone Financial Advisors LLC
N/A—1,110-1,110-100%$728.0K———
Pure Financial Advisors, LLC
N/A—1,103-1,103-100%$723.5K———
Centennial Bank
N/A—1,099-1,099-100%$720.8K———
Bravias Capital Group, LLC
N/A—1,077-1,077-100%$706.5K———
Capital Advisor Network LLC
N/A—1,070-1,070-100%$701.8K———
Westshore Wealth, LLC
N/A—1,060-1,060-100%$695.2K———
Pacific SUN Financial Corp
N/A—1,057-1,057-100%$693.3K———
Threadgill Financial, LLC
N/A—1,041-1,041-100%$682.8K———
Greenland Capital Management LP
N/A—1,034-1,034-100%$678.2K———
Madison Wealth Partners, Inc
N/A—1,032-1,032-100%$676.6K———
Empower Advisory Group, LLC
N/A—1,029-1,029-100%$674.9K———
Navis Wealth Advisors, LLC
N/A—1,022-1,022-100%$670.3K———
Welch Financial Planning, LLC
N/A—1,010-1,010-100%$662.4K———
Barnes Pettey Financial Advisors, LLC
N/A—993-993-100%$651.3K———
Fort Sheridan Advisors LLC
N/A—983-983-100%$644.7K———
Redwood Investment Management, LLC
N/A—977-977-100%$641.0K———
Strive Financial Group,LLC
N/A—969-969-100%$635.6K———
Bluespring Wealth Management, LLC
N/A—965-965-100%$632.9K———
Sharpepoint LLC
N/A—962-962-100%$630.8K———
Jaffetilchin Investment Partners, LLC
N/A—941-941-100%$617.1K———
Roehl & Yi Investment Advisors, LLC
N/A—930-930-100%$610.0K———
Cape COD Five Cents Savings Bank
N/A—928-928-100%$608.7K———
Cavalier Investments, LLC
N/A—923-923-100%$605.4K———
Benjamin Edwards Inc
N/A—918-918-100%$602.1K———
Northstar Group, Inc.
N/A—913-913-100%$598.8K———
QRG Capital Management, Inc.
N/A—911-911-100%$597.5K———
Spartan Wealth Advisory Services LLC
N/A—910-910-100%$596.9K———
Sequent Asset Management, LLC
N/A—904-904-100%$592.9K———
Coldstream Capital Management Inc
N/A—903-903-100%$592.3K———
Daviman Financial, LLC
N/A—898-898-100%$589.0K———
First Trust Advisors LP
N/A—890-890-100%$583.8K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—879-879-100%$576.5K———
Holderness Investments Co
N/A—872-872-100%$571.9K———
Atlantic Private Wealth, LLC
N/A—869-869-100%$569.7K———
Sargent Investment Group, LLC
N/A—864-864-100%$566.7K———
Aspiring Ventures, LLC
N/A—853-853-100%$559.5K———
Miller Capital Partners, Inc.
N/A—841-841-100%$551.6K———
Twin Peaks Wealth Advisors, LLC
N/A—833-833-100%$546.3K———
Twin Tree Management, LP
N/A—829-829-100%$543.7K———
Curi Capital, LLC
N/A—824-824-100%$540.5K———
Freestone Capital Holdings, LLC
N/A—823-823-100%$540.3K———
Baker Avenue Asset Management, LP
N/A—820-820-100%$537.7K———
Oakwell Private Wealth Management, LLC
N/A—818-818-100%$536.5K———
Kayne Anderson Rudnick Investment Management LLC
N/A—802-802-100%$526.8K———
GeoWealth Management, LLC
N/A—795-795-100%$522.6K———
Legacy Wealth Managment, LLC
N/A—789-789-100%$517.5K———
Chancellor Financial Group WB LP
N/A—771-771-100%$505.6K———
GenTrust, LLC
N/A—769-769-100%$504.4K———
Kropog Financial Group, LLC
N/A—762-762-100%$500.0K———
Palumbo Wealth Management LLC
N/A—759-759-100%$497.5K———
Summit Wealth Partners, LLC
N/A—746-746-100%$489.3K———
Financial Engines Advisors L.L.C.
N/A—739-739-100%$484.7K———
Zacks Investment Management
N/A—738-738-100%$484.2K———
Sequent Planning LLC
N/A—736-736-100%$482.7K———
Evergreen Wealth Partners LLC
N/A—734-734-100%$481.3K———
Sandy Cove Advisors, LLC
N/A—730-730-100%$478.8K———
Cahill Financial Advisors Inc
N/A—724-724-100%$474.9K———
Liberty Wealth Management LLC
N/A—704-704-100%$270.0K———
Nova Wealth Management, Inc.
N/A—682-682-100%$447.3K———
Resolute Wealth Strategies, LLC
N/A—679-679-100%$445.2K———
Westmount Partners, LLC
N/A—674-674-100%$442.3K———
Hemenway Trust Co LLC
N/A—665-665-100%$436.2K———
44 Wealth Management LLC
N/A—660-660-100%$432.9K———
Atlas Wealth LLC
N/A—652-652-100%$427.6K———
EFG International AG
N/A—648-648-100%$425.0K———
Glenmede Trust Co NA
N/A—642-642-100%$421.1K———
Tidemark, LLC
N/A—641-641-100%$420.6K———
KDT Advisors, LLC
N/A—640-640-100%$419.8K———
Everest Financial Group LLC
N/A—638-638-100%$418.6K———
Northstar Advisory Group, LLC
N/A—632-632-100%$414.5K———
Allium Financial Advisors, LLC
N/A—631-631-100%$413.9K———
Mpwm Advisory Solutions, LLC
N/A—629-629-100%$412.8K———
Capital Advisors Inc
N/A—625-625-100%$409.7K———
Clearwater Capital Advisors, LLC
N/A—618-618-100%$405.3K———
Destination Wealth Management
N/A—616-616-100%$404.0K———
Pettyjohn, Wood & White, Inc
N/A—615-615-100%$403.4K———
First Manhattan Co. Llc.
N/A—605-605-100%$396.8K———
Van Hulzen Asset Management, LLC
N/A—602-602-100%$395.0K———
Bank Hapoalim BM
N/A—599-599-100%$393.0K———
Fortis Capital Advisors, LLC
N/A—594-594-100%$389.6K———
Requisite Capital Management, LLC
N/A—591-591-100%$387.6K———
Keystone Financial Group
N/A—587-587-100%$384.9K———
Main Management LLC
N/A—579-579-100%$380.0K———
Headinvest, LLC
N/A—573-573-100%$375.8K———
KKM Financial LLC
N/A—566-566-100%$371.2K———
Smartleaf Asset Management LLC
N/A—565-565-100%$357.1K———
Howe & Rusling Inc
N/A—561-561-100%$368.2K———
Essex Financial Services, Inc.
N/A—559-559-100%$366.3K———
Sonoma Private Wealth LLC
N/A—556-556-100%$364.7K———
LRI Investments, LLC
N/A—546-546-100%$358.1K———
Axis Wealth Partners, LLC
N/A—528-528-100%$346.5K———
HM Payson & Co
N/A—520-520-100%$341.1K———
Banco Santander, S.A.
N/A—520-520-100%$341.1K———
Empirical Asset Management, LLC
N/A—520-520-100%$341.1K———
First Foundation Advisors
N/A—519-519-100%$340.4K———
Alta Wealth Advisors LLC
N/A—514-514-100%$337.3K———
Vectors Research Management, LLC
N/A—507-507-100%$332.6K———
Carr Financial Group Corp
N/A—502-502-100%$329.3K———
Troutman Wealth Management, LLC
N/A—500-500-100%$328.2K———
Charles Schwab Investment Management Inc
N/A—497-497-100%$326.1K———
Everstar Asset Management, LLC
N/A—492-492-100%$322.7K———
Vanguard Personalized Indexing Management, LLC
N/A—488-488-100%$320.1K———
Exit Wealth Advisors, Llc.
N/A—480-480-100%$315.1K———
Neuberger Berman Group LLC
N/A—478-478-100%$313.5K———
Capstone Financial Advisors, Inc.
N/A—476-476-100%$312.2K———
Crux Wealth Advisors
N/A—474-474-100%$310.8K———
Ark Wealth Advisors LLC
N/A—467-467-100%$306.5K———
Roundview Capital LLC
N/A—465-465-100%$305.0K———
HighMark Wealth Management LLC
N/A—462-462-100%$303.0K———
Modus Advisors, LLC
N/A—460-460-100%$301.7K———
Marex Group Ltd
N/A—459-459-100%$301.1K———
STG Securities, LLC
N/A—451-451-100%$295.8K———
Bolthouse Investments, LLC
N/A—450-450-100%$295.2K———
Westbourne Investments, Inc.
N/A—450-450-100%$295.2K———
CFO4Life Group, LLC
N/A—447-447-100%$293.2K———
Bartlett & Co. Wealth Management LLC
N/A—445-445-100%$291.9K———
NerdWallet Wealth Partners, LLC
N/A—443-443-100%$290.6K———
Seeds Investor LLC
N/A—442-442-100%$289.9K———
Goldstone Financial Group, LLC
N/A—437-437-100%$286.9K———
Wealth Alliance, LLC
N/A—435-435-100%$285.1K———
MidFirst Bank
N/A—434-434-100%$284.7K———
Clare Market Investments LLC
N/A—420-420-100%$275.5K———
Wealthspan Partners, LLC
N/A—419-419-100%$274.8K———
Circle Wealth Management, LLC
N/A—418-418-100%$274.2K———
Kiley Juergens Wealth Management, LLC
N/A—418-418-100%$274.2K———
Fortis Group Advisors, LLC
N/A—414-414-100%$271.3K———
Brookwood Investment Group LLC
N/A—413-413-100%$270.9K———
Cascade Financial Partners, LLC
N/A—413-413-100%$270.9K———
Bedel Financial Consulting, Inc.
N/A—405-405-100%$265.8K———
Next Capital Management LLC
N/A—403-403-100%$264.3K———
Traction Financial Partners, LLC
N/A—403-403-100%$264.3K———
Lbmc Investment Advisors, LLC
N/A—400-400-100%$262.4K———
Claret Asset Management Corp
N/A—400-400-100%$262.0K———
Horizon Investments, LLC
N/A—399-399-100%$261.7K———
Delta Investment Management, LLC
N/A—396-396-100%$259.7K———
WealthTrust Axiom LLC
N/A—380-380-100%$249.3K———
Headlands Technologies LLC
N/A—380-380-100%$249.2K———
Webster Bank, N. A.
N/A—378-378-100%$247.9K———
Texas Yale Capital Corp.
N/A—375-375-100%$246.0K———
Icon Wealth Advisors, LLC
N/A—364-364-100%$238.8K———
Transamerica Financial Advisors, LLC
N/A—363-363-100%$238.2K———
Invesco Ltd.
N/A—363-363-100%$238.1K———
Anchor Bay Capital, Inc.
N/A—361-361-100%$205.6K———
Lifeworks Advisors, LLC
N/A—359-359-100%$235.5K———
Wealthgarden F.S. LLC
N/A—358-358-100%$235.1K———
Drake & Associates, LLC
N/A—355-355-100%$232.8K———
Osprey Private Wealth LLC
N/A—352-352-100%$230.9K———
Pitti Group Wealth Management, LLC
N/A—350-350-100%$229.6K———
1ST Source Bank
N/A—350-350-100%$229.6K———
All Terrain Financial Advisors, LLC
N/A—342-342-100%$224.3K———
Presidio Capital Management, LLC
N/A—341-341-100%$223.7K———
Cvfg LLC
N/A—340-340-100%$223.0K———
Summitry LLC
N/A—334-334-100%$219.1K———
Purkiss Capital Advisors LLC
N/A—331-331-100%$217.3K———
Deutsche Bank Ag\
N/A—330-330-100%$216.4K———
Greykasell Wealth Strategies, Inc.
N/A—328-328-100%$215.2K———
SEI Investments Co
N/A—328-328-100%$215.1K———
Wescott Financial Advisory Group, LLC
N/A—323-323-100%$211.9K———
Private Advisory Group LLC
N/A—322-322-100%$211.3K———
Fortune Financial Advisors, LLC
N/A—321-321-100%$210.5K———
Strategic Financial Services, Inc.
N/A—320-320-100%$209.9K———
Pinnacle Family Advisors, LLC
N/A—315-315-100%$206.6K———
Thompson David Blair
N/A—314-314-100%$205.9K———
RPS Advisory Solutions LLC
N/A—311-311-100%$204.0K———
Hobbs Group Advisors, LLC
N/A—310-310-100%$203.3K———
JHP Wealth Management, LLC
N/A—309-309-100%$202.4K———
Dravo BAY LLC
N/A—307-307-100%$201.4K———
Investor's Fiduciary Advisor Network, LLC
N/A—306-306-100%$200.0K———
Moment Partners, LLC
N/A—305-305-100%$200.0K———
BlueStem Wealth Partners, LLC
N/A—305-305-100%$200.0K———
Peak Retirement Planning, Inc.
N/A—303-303-100%$198.9K———
XP Advisory US, Inc.
N/A—295-295-100%$193.5K———
Battery Global Advisors, LLC
N/A—273-273-100%$179.1K———
Cary Street Partners Investment Advisory LLC
N/A—265-265-100%$173.8K———
Silicon Valley Capital Partners
N/A—257-257-100%$168.4K———
Kilter Group LLC
N/A—246-246-100%$161.3K———
Swan Capital LLC
N/A—236-236-100%$154.5K———
Cypress Capital Management LLC (WY)
N/A—226-226-100%$148.2K———
UMB Bank, n.a.
N/A—225-225-100%$147.6K———
Front Row Advisors LLC
N/A—223-223-100%$127.8K———
Peterson Wealth Management
N/A—207-207-100%$135.8K———
LOM Asset Management Ltd
N/A—200-200-100%$131.2K———
Avalon Trust Co
N/A—200-200-100%$131.2K———
Kiker Wealth Management, LLC
N/A—195-195-100%$127.9K———
Bessemer Group Inc
N/A—194-194-100%$127.0K———
Hantz Financial Services, Inc.
N/A—189-189-100%$124.0K———
Aventura Private Wealth, LLC
N/A—189-189-100%$124.0K———
Coppell Advisory Solutions LLC
N/A—187-187-100%$209.5K———
SouthState Bank Corp
N/A—161-161-100%$105.6K———
Vanguard National Trust Co
N/A—158-158-100%$103.6K———
Reyl & Cie S.A.
N/A—157-157-100%$60.4K———
Bogart Wealth, LLC
N/A—132-132-100%$86.8K———
Private Wealth Asset Management, LLC
N/A—130-130-100%$85.3K———
Integrity Financial Corp
N/A—129-129-100%$84.6K———
Glassman Wealth Services
N/A—125-125-100%$82.0K———
Forum Finance Group S.A.
N/A—125-125-100%$66———
Smithfield Trust Co
N/A—125-125-100%$82.0K———
Oakmont Advisory Group, LLC
N/A—123-123-100%$80.4K———
FWL Investment Management, LLC
N/A—116-116-100%$76.1K———
Dunhill Financial, LLC
N/A—116-116-100%$76.1K———
TD Capital Management LLC
N/A—110-110-100%$72.1K———
Fourth Dimension Wealth, LLC
N/A—108-108-100%$70.8K———
CNB Bank
N/A—100-100-100%$65.6K———
Colonial Trust Advisors
N/A—100-100-100%$65.6K———
Ameriflex Group, Inc.
N/A—99-99-100%$64.9K———
Napier Financial, LLC
N/A—87-87-100%$57.2K———
Orion Capital Management LLC
N/A—83-83-100%$54.4K———
FAS Wealth Partners, Inc.
N/A—83-83-100%$54.4K———
PlanVest Financial, Inc
N/A—79-79-100%$51.8K———
Crewe Advisors LLC
N/A—75-75-100%$49.2K———
Jackson, Grant Investment Advisers, Inc.
N/A—73-73-100%$48.1K———
Continuum Advisory, LLC
N/A—72-72-100%$47.2K———
Advisors Preferred, LLC
N/A—66-66-100%$39.1K———
JPL Wealth Management, LLC
N/A—65-65-100%$42.7K———
Frazier Financial Advisors, LLC
N/A—64-64-100%$41.7K———
Wellington-Altus USA Inc.
N/A—60-60-100%$23.0K———
Purpose Unlimited Inc.
N/A—59-59-100%$39.4K———
Darwin Wealth Management, LLC
N/A—59-59-100%$39.0K———
WealthCollab, LLC
N/A—58-58-100%$38.0K———
BankPlus Trust Department
N/A—52-52-100%$34.1K———
Timbuktu Capital Management, LLC
N/A—50-50-100%$32.8K———
Luminist Capital LLC
N/A—49-49-100%$31.9K———
Whittier Trust Co
N/A—44-44-100%$26.6K———
Westfuller Advisors, LLC
N/A—44-44-100%$28.9K———
Optiver Holding B.V.
N/A—40-40-100%$26.2K———
Allied Private Wealth LLC
N/A—39-39-100%$23.2K———
Johnson Financial Group, Inc.
N/A—36-36-100%$23.6K———
1 North Wealth Services LLC
N/A—33-33-100%$21.6K———
Rialto Wealth Management, LLC
N/A—30-30-100%$19.7K———
Security National Bank of Sioux City Iowa
N/A—26-26-100%$17.1K———
Rothschild Investment LLC
N/A—25-25-100%$16.4K———
Colonial Trust Co / SC
N/A—25-25-100%$16.4K———
LGT Financial Advisors LLC
N/A—24-24-100%$15.7K———
Ankerstar Wealth, LLC
N/A—20-20-100%$13.1K———
Highland Investment Advisors LLC
N/A—20-20-100%$13.1K———
Tiaa Wealth Investment Management LLC
N/A—18-18-100%$11.4K———
CVA Family Office, LLC
N/A—18-18-100%$11.8K———
ST Germain D J Co Inc
N/A—16-16-100%$10.5K———
Park Place Capital Corp
N/A—15-15-100%$9.8K———
Gould Capital, LLC
N/A—15-15-100%$9.9K———
Medallion Wealth Advisors, LLC
N/A—15-15-100%$9.8K———
N.E.W. Advisory Services LLC
N/A—15-15-100%$9.8K———
Logan Capital Management Inc
N/A—14-14-100%$9.3K———
Collier Financial
N/A—11-11-100%$7.2K———
Meramec Financial Planners, LLC
N/A—10-10-100%$5.5K———
Berkshire Capital Holdings Inc
N/A—10-10-100%$6.6K———
VSM Wealth Advisory, LLC
N/A—8-8-100%$5.2K———
Ballast Advisors LLC
N/A—8-8-100%$5.2K———
Ritter Daniher Financial Advisory LLC / de
N/A—8-8-100%$5.2K———
Graney & King, LLC
N/A—6-6-100%$3.9K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—5-5-100%$3.3K———
Leo H. Evart, Inc.
N/A—4-4-100%$2.6K———
Quent Capital, LLC
N/A—2-2-100%$1.3K———
Bernard Wealth Management Corp.
N/A—2-2-100%$1.3K———
Steigerwald, Gordon & Koch Inc.
N/A—2-2-100%$1.3K———
Peak6 LLC
N/A—1-1-100%$524———
Caitlin John, LLC
N/A—1-1-100%$661———
Showing 1658 of 1658 institutions