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Vaneck RAR Earth ND Stg-Usdi (REMX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares994,367 from 1,087,333
Change-92,966 (-9%)
Value$63.9M (-$32.3M)
Filed 2026-11-06
CapWealth Advisors, LLC
INCREASED
Shares197,308 from 194,298
Change+3,010 (+2%)
Value$12.7M (-$4.5M)
Filed 2026-10-05
Wealthcare Advisory Partners LLC
INCREASED
Shares116,367 from 114,439
Change+1,928 (+2%)
Value$7.5M (-$2.7M)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares100,194 from 65,208
Change+34,986 (+54%)
Value$6.4K (-$5.8M)
Filed 2026-11-02
Asset One Wealth Management LLC
DECREASED
Shares73,506 from 114,688
Change-41,182 (-36%)
Value$4.7M (-$4.1M)
Filed 2026-11-02
HBW Advisory Services LLC
INCREASED
Shares71,857 from 60,399
Change+11,458 (+19%)
Value$4.6M (-$727.8K)
Filed 2026-10-15
Sterling Investment Advisors, Ltd.
INCREASED
Shares54,755 from 54,040
Change+715 (+1%)
Value$3.5M (-$1.3M)
Filed 2026-10-27
CLG LLC
INCREASED
Shares49,530 from 48,938
Change+592 (+1%)
Value$3.2M (-$1.1M)
Filed 2026-10-13
Alliance Wealth Advisors, LLC
INCREASED
Shares47,370 from 41,237
Change+6,133 (+15%)
Value$3.0M (-$605.5K)
Filed 2026-10-28
Commonwealth Equity Services, LLC
DECREASED
Shares45,702 from 60,700
Change-14,998 (-25%)
Value$2.9M (-$2.4M)
Filed 2026-11-02
Redhawk Wealth Advisors, Inc.
INCREASED
Shares42,106 from 29,645
Change+12,461 (+42%)
Value$2.7M (+$82.2K)
Filed 2026-10-14
Refined Wealth Management
INCREASED
Shares40,000 from 38,389
Change+1,611 (+4%)
Value$2.6M (-$827.0K)
Filed 2026-10-13
D.A. Davidson & Co.
INCREASED
Shares36,984 from 34,111
Change+2,873 (+8%)
Value$2.4M (-$642.2K)
Filed 2026-10-28
180 Wealth Advisors, LLC
DECREASED
Shares36,787 from 37,272
Change-485 (-1%)
Value$2.4M (-$934.6K)
Filed 2026-11-03
Y-Intercept (Hong Kong) Ltd
NEW
Shares35,973
Change+35,973
Value$2.3M
Filed 2026-10-16
Bison Wealth, LLC
INCREASED
Shares33,655 from 26,069
Change+7,586 (+29%)
Value$2.0M (-$266.7K)
Filed 2026-10-13
Brookstone Capital Management
DECREASED
Shares31,478 from 35,277
Change-3,799 (-11%)
Value$2.0M (-$1.1M)
Filed 2026-10-22
Sovran Advisors, LLC
INCREASED
Shares30,979 from 23,204
Change+7,775 (+34%)
Value$1.6M (+$98.7K)
Filed 2026-11-02
Vontobel Holding Ltd.
INCREASED
Shares30,967 from 25,967
Change+5,000 (+19%)
Value$2.0M (-$308.1K)
Filed 2026-10-16
Paller Financial Services Inc
INCREASED
Shares30,667 from 24,776
Change+5,891 (+24%)
Value$2.0M (-$222.0K)
Filed 2026-10-13
Mirae Asset Global Investments Co., Ltd.
UNCHANGED
Shares30,000 from 30,000
Change0 (0%)
Value$1.9M (-$727.2K)
Filed 2026-11-03
Freemont Management S.A.
UNCHANGED
Shares29,899 from 29,899
Change0 (0%)
Value$1.9M (-$724.8K)
Filed 2026-11-02
Tcfg Investment Advisors, LLC
INCREASED
Shares28,557 from 28,147
Change+410 (+1%)
Value$1.8M (-$655.5K)
Filed 2026-10-20
Kingsbury Capital Investment Advisors LLC
INCREASED
Shares27,726 from 18,969
Change+8,757 (+46%)
Value$1.8M (+$102.9K)
Filed 2026-10-20
Union Bancaire Privee, UBP SA
UNCHANGED
Shares26,000 from 26,000
Change0 (0%)
Value$1.7M (-$561.3K)
Filed 2026-11-04
Juncture Wealth Strategies, LLC
DECREASED
Shares25,731 from 32,288
Change-6,557 (-20%)
Value$1.7M (-$1.2M)
Filed 2026-10-06
Echo45 Advisors LLC
INCREASED
Shares25,604 from 22,926
Change+2,678 (+12%)
Value$1.6M (-$383.6K)
Filed 2026-10-07
WT Wealth Management
DECREASED
Shares22,630 from 25,904
Change-3,274 (-13%)
Value$1.5M (-$838.3K)
Filed 2026-10-13
Wealth Management Partners, LLC
DECREASED
Shares20,356 from 23,528
Change-3,172 (-13%)
Value$1.3M (-$774.2K)
Filed 2026-10-21
Richard C. Young & Co., Ltd.
INCREASED
Shares20,126 from 14,681
Change+5,445 (+37%)
Value$1.3M (-$6.0K)
Filed 2026-11-04
Apollon Wealth Management, LLC
INCREASED
Shares20,059 from 6,111
Change+13,948 (+228%)
Value$1.3M (+$748.2K)
Filed 2026-10-23
Kraematon Investment Advisors, Inc
UNCHANGED
Shares17,472 from 17,472
Change0 (0%)
Value$1.1M (-$423.5K)
Filed 2026-11-02
Penobscot Wealth Management
INCREASED
Shares16,459 from 14,678
Change+1,781 (+12%)
Value$1.1M (-$241.4K)
Filed 2026-10-21
Integrity Alliance, Llc.
DECREASED
Shares14,199 from 15,503
Change-1,304 (-8%)
Value$912.4K (-$459.6K)
Filed 2026-10-29
Wealthcare Capital Partners, LLC
INCREASED
Shares14,018 from 13,772
Change+246 (+2%)
Value$900.8K (-$318.0K)
Filed 2026-10-21
J.W. Cole Advisors, Inc.
DECREASED
Shares13,950 from 38,513
Change-24,563 (-64%)
Value$896.4K (-$2.5M)
Filed 2026-11-05
Imc-Chicago, LLC
NEW
Shares13,753
Change+13,753
Value$883.8K
Filed 2026-11-05
NTV Asset Management LLC
DECREASED
Shares13,412 from 15,204
Change-1,792 (-12%)
Value$861.9K (-$483.7K)
Filed 2026-10-23
Kestra Advisory Services, LLC
DECREASED
Shares13,358 from 107,975
Change-94,617 (-88%)
Value$858.4K (-$8.7M)
Filed 2026-11-02
SFG Wealth Management, Llc.
DECREASED
Shares12,919 from 13,816
Change-897 (-6%)
Value$830.2K (-$392.6K)
Filed 2026-10-23
Meridian Wealth Management, LLC
INCREASED
Shares12,531 from 12,432
Change+99 (+1%)
Value$805.3K (-$295.0K)
Filed 2026-11-05
MGO One Seven LLC
DECREASED
Shares11,447 from 13,877
Change-2,430 (-18%)
Value$735.6K (-$492.5K)
Filed 2026-10-28
Wedbush Securities Inc
INCREASED
Shares11,090 from 10,585
Change+505 (+5%)
Value$713 (-$936.3K)
Filed 2026-10-22
PNC Financial Services Group, Inc.
DECREASED
Shares9,238 from 10,053
Change-815 (-8%)
Value$593.6K (-$296.1K)
Filed 2026-11-06
Creative Planning
DECREASED
Shares8,862 from 11,942
Change-3,080 (-26%)
Value$569.5K (-$487.4K)
Filed 2026-11-02
Ascentis Independent Advisors
INCREASED
Shares8,799 from 415
Change+8,384 (+2020%)
Value$565.4K (+$528.7K)
Filed 2026-11-03
Solstein Capital, LLC
UNCHANGED
Shares8,664 from 8,664
Change0 (0%)
Value$556.7K (-$210.0K)
Filed 2026-11-02
Ignite Planners, LLC
INCREASED
Shares8,561 from 8,484
Change+77 (+1%)
Value$550.1K (-$200.7K)
Filed 2026-10-14
Citigroup Inc
DECREASED
Shares8,457 from 22,220
Change-13,763 (-62%)
Value$543.4K (-$1.4M)
Filed 2026-11-04
BIP Wealth, LLC
INCREASED
Shares8,435 from 7,809
Change+626 (+8%)
Value$542.0K (-$149.1K)
Filed 2026-10-22
Flagstar Securities, Inc
UNCHANGED
Shares8,057 from 8,057
Change0 (0%)
Value$517.8K (-$195.3K)
Filed 2026-10-15
E&G Advisors, LLC
DECREASED
Shares7,975 from 8,125
Change-150 (-2%)
Value$512.5K (-$206.6K)
Filed 2026-10-13
Whalen Wealth Management Inc.
NEW
Shares7,638
Change+7,638
Value$490.8K
Filed 2026-10-08
Prospera Financial Services Inc
NEW
Shares7,447
Change+7,447
Value$372.3K
Filed 2026-11-04
Cardinal Point Capital Management ULC
UNCHANGED
Shares7,375 from 7,375
Change0 (0%)
Value$473.9K (-$178.8K)
Filed 2026-10-21
Innovative Advisory Group, LLC
DECREASED
Shares6,802 from 6,888
Change-86 (-1%)
Value$437.1K (-$172.5K)
Filed 2026-10-13
SBI Securities Co., Ltd.
INCREASED
Shares6,796 from 5,817
Change+979 (+17%)
Value$436.7K (-$78.1K)
Filed 2026-10-22
Anson Capital, Inc.
INCREASED
Shares6,770 from 6,612
Change+158 (+2%)
Value$435.0K (-$150.1K)
Filed 2026-10-23
Fulcrum Equity Management
DECREASED
Shares6,575 from 6,619
Change-44 (-1%)
Value$422.5K (-$163.3K)
Filed 2026-10-21
AGH Wealth Advisors, LLC
INCREASED
Shares6,569 from 5,545
Change+1,024 (+18%)
Value$422.1K (-$68.6K)
Filed 2026-10-26
Farther Finance Advisors, LLC
INCREASED
Shares6,553 from 5,792
Change+761 (+13%)
Value$421.1K (-$91.5K)
Filed 2026-10-08
Herbst Group, LLC
NEW
Shares6,500
Change+6,500
Value$417.7K
Filed 2026-10-20
Sumitomo Mitsui Trust Group, Inc.
UNCHANGED
Shares6,200 from 6,200
Change0 (0%)
Value$398.4K (-$150.3K)
Filed 2026-10-29
City Holding Co
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$385.6K (-$145.4K)
Filed 2026-10-19
Level Four Advisory Services, LLC
INCREASED
Shares5,990 from 5,507
Change+483 (+9%)
Value$384.9K (-$102.5K)
Filed 2026-11-06
J. Safra Sarasin Holding AG
DECREASED
Shares5,979 from 6,293
Change-314 (-5%)
Value$384.2K (-$172.9K)
Filed 2026-10-26
Savant Capital, LLC
INCREASED
Shares5,904 from 3,030
Change+2,874 (+95%)
Value$379.4K (+$158.4K)
Filed 2026-11-06
Evergreen Capital Management LLC
UNCHANGED
Shares5,900 from 5,900
Change0 (0%)
Value$379.1K (-$143.0K)
Filed 2026-10-23
Stegent Equity Advisors, Inc.
DECREASED
Shares5,687 from 5,794
Change-107 (-2%)
Value$365.4K (-$147.3K)
Filed 2026-10-13
Baldwin Wealth Partners LLC
DECREASED
Shares5,536 from 6,806
Change-1,270 (-19%)
Value$355.7K (-$246.6K)
Filed 2026-10-13
Kingswood Wealth Advisors, LLC
DECREASED
Shares5,273 from 127,097
Change-121,824 (-96%)
Value$338.8K (-$10.9M)
Filed 2026-10-23
Certified Advisory Corp
UNCHANGED
Shares5,264 from 5,264
Change0 (0%)
Value$338.3K (-$127.6K)
Filed 2026-10-29
Uhlmann Price Securities, LLC
INCREASED
Shares5,258 from 5,168
Change+90 (+2%)
Value$348.6K (-$108.8K)
Filed 2026-11-03
Synergy Asset Management, LLC
DECREASED
Shares5,027 from 5,073
Change-46 (-1%)
Value$323.0K (-$125.9K)
Filed 2026-11-05
Bright Futures Wealth Management, Llc.
INCREASED
Shares4,913 from 3,870
Change+1,043 (+27%)
Value$315.7K (-$26.8K)
Filed 2026-10-23
Valen Private Capital, LLC
NEW
Shares4,903
Change+4,903
Value$315.1K
Filed 2026-10-23
Valley National Advisers Inc
DECREASED
Shares4,819 from 5,164
Change-345 (-7%)
Value$309.7K (-$147.3K)
Filed 2026-10-23
GK Wealth Management LLC
DECREASED
Shares4,793 from 6,474
Change-1,681 (-26%)
Value$308.0K (-$265.0K)
Filed 2026-10-09
Leo Wealth, LLC
NEW
Shares4,758
Change+4,758
Value$305.7K
Filed 2026-10-26
Crescent Grove Advisors, LLC
DECREASED
Shares4,571 from 5,581
Change-1,010 (-18%)
Value$293.7K (-$200.2K)
Filed 2026-10-21
Independent Financial Group, LLC
DECREASED
Shares4,448 from 5,572
Change-1,124 (-20%)
Value$285.9K (-$207.3K)
Filed 2026-10-13
LexAurum Advisors, LLC
UNCHANGED
Shares4,447 from 4,447
Change0 (0%)
Value$285.8K (-$107.8K)
Filed 2026-10-19
Spectrum Planning & Advisory Services Inc.
INCREASED
Shares4,441 from 2,737
Change+1,704 (+62%)
Value$285.3K (+$43.1K)
Filed 2026-11-05
Truist Financial Corp
NEW
Shares4,402
Change+4,402
Value$282.9K
Filed 2026-10-30
Fell Capital Management
DECREASED
Shares4,360 from 4,460
Change-100 (-2%)
Value$280.2K (-$114.5K)
Filed 2026-10-09
Revisor Wealth Management LLC
DECREASED
Shares4,244 from 4,962
Change-718 (-14%)
Value$251.4K (-$187.7K)
Filed 2026-10-20
Rose Capital Advisors LLC
NEW
Shares4,120
Change+4,120
Value$264.8K
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares3,888 from 11,015
Change-7,127 (-65%)
Value$235.5K (-$643.1K)
Filed 2026-10-13
Lido Advisors, LLC
INCREASED
Shares3,843 from 2,826
Change+1,017 (+36%)
Value$247.0K (-$3.2K)
Filed 2026-11-04
Capital Investment Advisors, LLC
NEW
Shares3,721
Change+3,721
Value$239.1K
Filed 2026-10-22
Visionary Wealth Advisors
INCREASED
Shares3,663 from 2,617
Change+1,046 (+40%)
Value$235.4K (+$3.8K)
Filed 2026-11-04
Natixis
INCREASED
Shares3,552 from 2,775
Change+777 (+28%)
Value$228.3K (-$17.3K)
Filed 2026-11-06
Pekin Hardy Strauss, Inc.
INCREASED
Shares3,503 from 3,488
Change+15 (+0%)
Value$225.1K (-$83.6K)
Filed 2026-11-02
Financial Partners Group, Inc
DECREASED
Shares3,353 from 3,683
Change-330 (-9%)
Value$215.5K (-$110.4K)
Filed 2026-10-19
Mather Group, Llc.
INCREASED
Shares3,344 from 2,335
Change+1,009 (+43%)
Value$214.9K (+$8.2K)
Filed 2026-10-14
Fund Evaluation Group, LLC
NEW
Shares3,254
Change+3,254
Value$209.1K
Filed 2026-11-05
Whitcomb & Hess, Inc.
DECREASED
Shares3,245 from 4,208
Change-963 (-23%)
Value$208.5K (-$163.9K)
Filed 2026-10-07
Concurrent Investment Advisors, LLC
NEW
Shares3,233
Change+3,233
Value$207.7K
Filed 2026-10-16
AlphaStar Capital Management, LLC
INCREASED
Shares3,219 from 2,562
Change+657 (+26%)
Value$206.8K (-$19.9K)
Filed 2026-10-16
Fifth Third Bancorp
DECREASED
Shares3,033 from 15,454
Change-12,421 (-80%)
Value$194.9K (-$1.2M)
Filed 2026-11-05
Armstrong Advisory Group, Inc
UNCHANGED
Shares2,164 from 2,164
Change0 (0%)
Value$139.1K (-$52.5K)
Filed 2026-10-09
JFS Wealth Advisors, LLC
UNCHANGED
Shares1,733 from 1,733
Change0 (0%)
Value$111.4K (-$42.0K)
Filed 2026-11-03
Transce3nd, LLC
INCREASED
Shares1,731 from 30
Change+1,701 (+5670%)
Value$92.4K (+$90.0K)
Filed 2026-10-26
Central Pacific Bank - Trust Division
DECREASED
Shares1,680 from 1,685
Change-5 (0%)
Value$108.0K (-$41.2K)
Filed 2026-10-06
Wilmington Savings Fund Society, FSB
INCREASED
Shares1,440 from 1,351
Change+89 (+7%)
Value$92.5K (-$27.0K)
Filed 2026-10-23
Chung Wu Investment Group, LLC
DECREASED
Shares1,400 from 1,640
Change-240 (-15%)
Value$90.0K (-$55.2K)
Filed 2026-11-03
Belvedere Trading LLC
DECREASED
Shares1,306 from 14,034
Change-12,728 (-91%)
Value$83.9K (-$1.2M)
Filed 2026-11-05
Allworth Financial LP
UNCHANGED
Shares1,234 from 1,234
Change0 (0%)
Value$109.2K ($0)
Filed 2026-11-06
Silver Grove Financial Group, Inc.
INCREASED
Shares1,165 from 113
Change+1,052 (+931%)
Value$74.9K (+$64.9K)
Filed 2026-11-05
Bank Julius Baer & Co. Ltd, Zurich
NEW
Shares1,120
Change+1,120
Value$72.0K
Filed 2026-10-29
AlphaCore Capital LLC
DECREASED
Shares921 from 3,858
Change-2,937 (-76%)
Value$59.2K (-$282.3K)
Filed 2026-11-04
Avion Wealth
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$57 (-$78.9K)
Filed 2026-11-04
Simplex Trading, LLC
DECREASED
Shares792 from 22,021
Change-21,229 (-96%)
Value$50.9K (-$1.9M)
Filed 2026-11-04
Blue Trust, Inc.
NEW
Shares738
Change+738
Value$47.4K
Filed 2026-10-15
Latitude Advisors, LLC
NEW
Shares635
Change+635
Value$40.8K
Filed 2026-10-27
Signature Equity Partners, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$38.6K (-$14.5K)
Filed 2026-10-29
Rossby Financial, LCC
NEW
Shares559
Change+559
Value$35.9K
Filed 2026-11-05
Signaturefd, LLC
DECREASED
Shares538 from 823
Change-285 (-35%)
Value$34.6K (-$38.3K)
Filed 2026-10-23
IFP Advisors, Inc
DECREASED
Shares482 from 682
Change-200 (-29%)
Value$31.0K (-$29.4K)
Filed 2026-10-16
US Bancorp \de\
INCREASED
Shares461 from 395
Change+66 (+17%)
Value$29.6K (-$5.3K)
Filed 2026-11-05
Hazlett, Burt & Watson, Inc.
DECREASED
Shares445 from 475
Change-30 (-6%)
Value$29 (-$39.0K)
Filed 2026-11-04
TD Waterhouse Canada Inc.
DECREASED
Shares430 from 793
Change-363 (-46%)
Value$27.1K (-$42.4K)
Filed 2026-10-16
Larson Financial Group LLC
UNCHANGED
Shares388 from 388
Change0 (0%)
Value$24.9K (-$9.4K)
Filed 2026-11-05
Intesa Sanpaolo Wealth Management
UNCHANGED
Shares363 from 363
Change0 (0%)
Value$23.3K (-$8.8K)
Filed 2026-10-28
CoreCap Advisors, LLC
DECREASED
Shares325 from 414
Change-89 (-21%)
Value$20.9K (-$15.8K)
Filed 2026-10-08
Montag A & Associates Inc
UNCHANGED
Shares323 from 323
Change0 (0%)
Value$20.8K (-$7.8K)
Filed 2026-10-29
Lodestone Wealth Management LLC
INCREASED
Shares300 from 200
Change+100 (+50%)
Value$19.3K (+$1.6K)
Filed 2026-10-14
Manchester Capital Management LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$19.3K (-$7.3K)
Filed 2026-10-22
NBH Bank
UNCHANGED
Shares280 from 280
Change0 (0%)
Value$18.0K (-$6.8K)
Filed 2026-11-05
Clearstead Advisors, LLC
UNCHANGED
Shares267 from 267
Change0 (0%)
Value$17.2K (-$6.5K)
Filed 2026-11-06
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$16.1K (-$6.1K)
Filed 2026-11-02
Parallel Advisors, LLC
DECREASED
Shares236 from 276
Change-40 (-14%)
Value$15.1K (-$9.3K)
Filed 2026-11-03
Capital Investment Advisory Services, LLC
INCREASED
Shares155 from 115
Change+40 (+35%)
Value$10.0K (-$218)
Filed 2026-10-30
Next Level Wealth Planning, LLC
NEW
Shares118
Change+118
Value$7.6K
Filed 2026-10-29
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares102 from 102
Change0 (0%)
Value$6.5K (-$2.5K)
Filed 2026-10-26
Kings Path Partners LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$6.4K (-$2.4K)
Filed 2026-10-21
Creative Financial Designs Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$6.5K (-$2.4K)
Filed 2026-11-04
Bay Harbor Wealth Management, LLC
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$5.5K (-$2.1K)
Filed 2026-11-03
Coston, McIsaac & Partners
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$5.3K (+$5.3K)
Filed 2026-11-06
Ashton Thomas Private Wealth, LLC
DECREASED
Shares78 from 2,996
Change-2,918 (-97%)
Value$5.0K (-$260.1K)
Filed 2026-11-03
Winch Advisory Services, LLC
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$5.0K (-$1.9K)
Filed 2026-11-06
GHP Investment Advisors, Inc.
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$3.6K (-$1.4K)
Filed 2026-10-15
Financial Consulate, Inc
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$2.7K (-$1.0K)
Filed 2026-10-23
Gen-Wealth Partners Inc
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$1.9K (-$727)
Filed 2026-11-04
Morton Brown Family Wealth, LLC
NEW
Shares25
Change+25
Value$1.6K
Filed 2026-10-23
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares25 from 3
Change+22 (+733%)
Value$1.6K (+$1.3K)
Filed 2026-10-27
Parkside Financial Bank & Trust
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$1.3K (-$484)
Filed 2026-10-27
Essential Investment Partners LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$1.0K (-$388)
Filed 2026-10-27
Nfsg Corp
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$964 (-$364)
Filed 2026-10-15
Ashurst Perkins Coie Trust Co
NEW
Shares14
Change+14
Value$899
Filed 2026-10-15
Bear Mountain Capital, Inc.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$542 (-$249)
Filed 2026-11-04
Bfsg, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$643 (-$242)
Filed 2026-10-30
Compass Financial Management LLC
NEW
Shares6
Change+6
Value$388
Filed 2026-10-30
Evolution Wealth Management Inc.
DECREASED
Shares3 from 7
Change-4 (-57%)
Value$193 (-$427)
Filed 2026-10-28
Private Trust Co NA
DECREASED
Shares1 from 709
Change-708 (-100%)
Value$64 (-$62.7K)
Filed 2026-10-20
Bensler, LLC
CLOSED
Shares0 from 216,713
Change-216,713 (-100%)
Value$0 (-$19.2M)
Filed 2026-11-05
Kraft, Davis & Associates, LLC
CLOSED
Shares0 from 97,615
Change-97,615 (-100%)
Value$0 (-$7.7M)
Filed 2026-10-21
Avalon Capital Management
CLOSED
Shares0 from 90,344
Change-90,344 (-100%)
Value$0 (-$8.0M)
Filed 2026-11-04
Point Nemo Capital, LLC
CLOSED
Shares0 from 70,249
Change-70,249 (-100%)
Value$0 (-$6.2M)
Filed 2026-11-03
VestGen Advisors, LLC
CLOSED
Shares0 from 63,411
Change-63,411 (-100%)
Value$0 (-$5.6M)
Filed 2026-10-27
S. R. Schill & Associates
CLOSED
Shares0 from 51,353
Change-51,353 (-100%)
Value$0 (-$4.5M)
Filed 2026-10-20
Madrid Financial Services
CLOSED
Shares0 from 46,281
Change-46,281 (-100%)
Value$0 (-$4.1M)
Filed 2026-11-03
Lake Hills Wealth Management, LLC
CLOSED
Shares0 from 32,488
Change-32,488 (-100%)
Value$0 (-$2.9M)
Filed 2026-10-07
Heck Capital Advisors, LLC
CLOSED
Shares0 from 29,733
Change-29,733 (-100%)
Value$0 (-$2.6M)
Filed 2026-10-14
Nations Financial Group Inc,
CLOSED
Shares0 from 26,195
Change-26,195 (-100%)
Value$0 (-$2.3M)
Filed 2026-11-05
Moneco Advisors, LLC
CLOSED
Shares0 from 23,363
Change-23,363 (-100%)
Value$0 (-$2.1M)
Filed 2026-11-05
Spectrum Strategic Capital Management, LLC
CLOSED
Shares0 from 22,830
Change-22,830 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-22
Fortis Group Advisors, LLC
CLOSED
Shares0 from 20,731
Change-20,731 (-100%)
Value$0 (-$1.8M)
Filed 2026-11-06
Oppenheimer & Co Inc
CLOSED
Shares0 from 15,617
Change-15,617 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-26
Green Ridge Wealth Planning LLC
CLOSED
Shares0 from 14,438
Change-14,438 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-08
Terra Nova Asset Management LLC
CLOSED
Shares0 from 8,973
Change-8,973 (-100%)
Value$0 (-$794.1K)
Filed 2026-10-13
GoalVest Advisory LLC
CLOSED
Shares0 from 8,092
Change-8,092 (-100%)
Value$0 (-$716.1K)
Filed 2026-10-02
Vise Technologies, Inc.
CLOSED
Shares0 from 7,572
Change-7,572 (-100%)
Value$0 (-$670.1K)
Filed 2026-10-29
Money Concepts Capital Corp
CLOSED
Shares0 from 7,405
Change-7,405 (-100%)
Value$0 (-$655.3K)
Filed 2026-11-06
Almanack Investment Partners, Llc.
CLOSED
Shares0 from 6,515
Change-6,515 (-100%)
Value$0 (-$576.6K)
Filed 2026-11-03
PFG Advisors
CLOSED
Shares0 from 6,181
Change-6,181 (-100%)
Value$0 (-$547.0K)
Filed 2026-10-16
Mezzasalma Advisors, LLC
CLOSED
Shares0 from 6,159
Change-6,159 (-100%)
Value$0 (-$545.0K)
Filed 2026-10-14
HB Wealth Management, LLC
CLOSED
Shares0 from 6,111
Change-6,111 (-100%)
Value$0 (-$540.8K)
Filed 2026-10-23
Great Diamond Partners, LLC
CLOSED
Shares0 from 5,097
Change-5,097 (-100%)
Value$0 (-$451.1K)
Filed 2026-10-13
Csenge Advisory Group
CLOSED
Shares0 from 4,637
Change-4,637 (-100%)
Value$0 (-$410.4K)
Filed 2026-11-04
Surience Private Wealth LLC
CLOSED
Shares0 from 4,505
Change-4,505 (-100%)
Value$0 (-$398.7K)
Filed 2026-10-16
Mission Wealth Management, LP
CLOSED
Shares0 from 4,259
Change-4,259 (-100%)
Value$0 (-$376.9K)
Filed 2026-10-15
Florin Court Capital LLP
CLOSED
Shares0 from 4,100
Change-4,100 (-100%)
Value$0 (-$362.9K)
Filed 2026-11-02
Wealthcare Capital Management LLC
CLOSED
Shares0 from 3,462
Change-3,462 (-100%)
Value$0 (-$306.4K)
Filed 2026-10-21
Bauman Advisory Group, LLC
CLOSED
Shares0 from 3,429
Change-3,429 (-100%)
Value$0 (-$303.5K)
Filed 2026-10-29
Elevate Capital Advisors, LLC
CLOSED
Shares0 from 3,413
Change-3,413 (-100%)
Value$0 (-$302.1K)
Filed 2026-11-02
Pinion Investment Advisors, LLC
CLOSED
Shares0 from 3,385
Change-3,385 (-100%)
Value$0 (-$299.6K)
Filed 2026-11-04
3Edge Asset Management, LP
CLOSED
Shares0 from 3,326
Change-3,326 (-100%)
Value$0 (-$294.4K)
Filed 2026-10-30
Flagship Harbor Advisors, LLC
CLOSED
Shares0 from 3,005
Change-3,005 (-100%)
Value$0 (-$265.9K)
Filed 2026-10-26
LVW Advisors, LLC
CLOSED
Shares0 from 3,004
Change-3,004 (-100%)
Value$0 (-$265.9K)
Filed 2026-10-19
Choreo, LLC
CLOSED
Shares0 from 2,848
Change-2,848 (-100%)
Value$0 (-$252.0K)
Filed 2026-10-28
Sowell Financial Services LLC
CLOSED
Shares0 from 2,791
Change-2,791 (-100%)
Value$0 (-$247.0K)
Filed 2026-10-23
Walkner Condon Financial Advisors LLC
CLOSED
Shares0 from 2,546
Change-2,546 (-100%)
Value$0 (-$225.3K)
Filed 2026-11-02
Sigma Planning Corp
CLOSED
Shares0 from 2,546
Change-2,546 (-100%)
Value$0 (-$225.3K)
Filed 2026-10-23
Arthur M. Cohen & Associates, LLC
CLOSED
Shares0 from 2,485
Change-2,485 (-100%)
Value$0 (-$219.9K)
Filed 2026-10-26
PUREfi Wealth, LLC
CLOSED
Shares0 from 2,436
Change-2,436 (-100%)
Value$0 (-$215.6K)
Filed 2026-10-19
Davis Investment Partners, LLC
CLOSED
Shares0 from 2,323
Change-2,323 (-100%)
Value$0 (-$205.6K)
Filed 2026-11-05
Moors & Cabot, Inc.
CLOSED
Shares0 from 2,303
Change-2,303 (-100%)
Value$0 (-$203.8K)
Filed 2026-11-06
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,208
Change-1,208 (-100%)
Value$0 (-$105.9K)
Filed 2026-11-02
CX Institutional
CLOSED
Shares0 from 980
Change-980 (-100%)
Value$0 (-$87)
Filed 2026-10-02
AdvisorNet Financial, Inc
CLOSED
Shares0 from 695
Change-695 (-100%)
Value$0 (-$61.5K)
Filed 2026-10-15
BankPlus Trust Department
CLOSED
Shares0 from 440
Change-440 (-100%)
Value$0 (-$38.9K)
Filed 2026-11-06
Abound Wealth Management
CLOSED
Shares0 from 286
Change-286 (-100%)
Value$0 (-$25.3K)
Filed 2026-10-26
Tsfg, LLC
CLOSED
Shares0 from 195
Change-195 (-100%)
Value$0 (-$17)
Filed 2026-10-23
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 149
Change-149 (-100%)
Value$0 (-$13.2K)
Filed 2026-10-29
Coastline Trust Co
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$8.9K)
Filed 2026-10-01
Hilton Head Capital Partners, LLC
CLOSED
Shares0 from 73
Change-73 (-100%)
Value$0 (-$6.5K)
Filed 2026-10-23
Salem Investment Counselors Inc
CLOSED
Shares0 from 66
Change-66 (-100%)
Value$0 (-$5.8K)
Filed 2026-10-13
Toth Financial Advisory Corp
CLOSED
Shares0 from 60
Change-60 (-100%)
Value$0 (-$5.3K)
Filed 2026-10-08
Flagship Wealth Advisors, LLC
CLOSED
Shares0 from 52
Change-52 (-100%)
Value$0 (-$4.6K)
Filed 2026-11-03
Signature Resources Capital Management, LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$442)
Filed 2026-10-16
Assetmark, Inc
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$266)
Filed 2026-10-21
Roxbury Financial LLC
DECREASED
Shares0 from 1,633
Change-1,633 (-100%)
Value$12 (-$144.5K)
Filed 2026-10-01
Morgan Stanley
N/A
Shares— from 1,414,151
Change-1,414,151 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 546,686
Change-546,686 (-100%)
Value—
Renaissancere Holdings LTD
N/A
Shares— from 533,010
Change-533,010 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 404,691
Change-404,691 (-100%)
Value—
UBS Group AG
N/A
Shares— from 347,163
Change-347,163 (-100%)
Value—
Robinhood Asset Management, LLC
N/A
Shares— from 262,740
Change-262,740 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 245,303
Change-245,303 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 236,081
Change-236,081 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 156,720
Change-156,720 (-100%)
Value—
Chicago Wealth Management, Inc.
N/A
Shares— from 150,936
Change-150,936 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 149,445
Change-149,445 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 142,802
Change-142,802 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 129,796
Change-129,796 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 122,706
Change-122,706 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 112,492
Change-112,492 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 97,958
Change-97,958 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 97,134
Change-97,134 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 95,720
Change-95,720 (-100%)
Value—
Spruce Point Capital Management, LLC
N/A
Shares— from 84,730
Change-84,730 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 79,171
Change-79,171 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 77,041
Change-77,041 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 69,130
Change-69,130 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 67,122
Change-67,122 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 62,463
Change-62,463 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 62,401
Change-62,401 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 60,444
Change-60,444 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 59,973
Change-59,973 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 58,608
Change-58,608 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 46,099
Change-46,099 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 43,683
Change-43,683 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 40,475
Change-40,475 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 39,544
Change-39,544 (-100%)
Value—
Ashford Capital Management Inc
N/A
Shares— from 38,858
Change-38,858 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 37,427
Change-37,427 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 36,212
Change-36,212 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 35,241
Change-35,241 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 34,490
Change-34,490 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 34,350
Change-34,350 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 33,090
Change-33,090 (-100%)
Value—
&partners
N/A
Shares— from 31,620
Change-31,620 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 30,300
Change-30,300 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 28,363
Change-28,363 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 26,142
Change-26,142 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 25,793
Change-25,793 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 24,413
Change-24,413 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 23,786
Change-23,786 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 23,507
Change-23,507 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 23,293
Change-23,293 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 23,084
Change-23,084 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 22,981
Change-22,981 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 22,741
Change-22,741 (-100%)
Value—
DV Equities, LLC
N/A
Shares— from 21,102
Change-21,102 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 20,292
Change-20,292 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 20,141
Change-20,141 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 18,969
Change-18,969 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 18,095
Change-18,095 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 18,058
Change-18,058 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 17,056
Change-17,056 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 16,341
Change-16,341 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 16,236
Change-16,236 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 16,231
Change-16,231 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 16,162
Change-16,162 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 15,205
Change-15,205 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 15,140
Change-15,140 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 14,249
Change-14,249 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 13,657
Change-13,657 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 13,476
Change-13,476 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 12,927
Change-12,927 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 12,500
Change-12,500 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 12,292
Change-12,292 (-100%)
Value—
Fosun International Ltd
N/A
Shares— from 11,706
Change-11,706 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 11,512
Change-11,512 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 11,497
Change-11,497 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 11,103
Change-11,103 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 9,428
Change-9,428 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 9,074
Change-9,074 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 8,722
Change-8,722 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 8,215
Change-8,215 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 7,521
Change-7,521 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 7,438
Change-7,438 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 7,279
Change-7,279 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 6,757
Change-6,757 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 6,566
Change-6,566 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 6,485
Change-6,485 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 5,647
Change-5,647 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 5,524
Change-5,524 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 4,612
Change-4,612 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 4,580
Change-4,580 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 4,566
Change-4,566 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 4,539
Change-4,539 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 4,343
Change-4,343 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 4,278
Change-4,278 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 4,127
Change-4,127 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 3,943
Change-3,943 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 3,911
Change-3,911 (-100%)
Value—
Barometer Capital Management Inc.
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 3,576
Change-3,576 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 3,520
Change-3,520 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 3,441
Change-3,441 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 3,305
Change-3,305 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 3,217
Change-3,217 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 3,164
Change-3,164 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 3,075
Change-3,075 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 2,970
Change-2,970 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 2,909
Change-2,909 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 2,851
Change-2,851 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 2,803
Change-2,803 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 2,715
Change-2,715 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 2,655
Change-2,655 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 2,615
Change-2,615 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 2,610
Change-2,610 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 2,592
Change-2,592 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 2,535
Change-2,535 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 2,513
Change-2,513 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 2,494
Change-2,494 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,438
Change-2,438 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 2,393
Change-2,393 (-100%)
Value—
Betterment LLC
N/A
Shares— from 2,392
Change-2,392 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 2,356
Change-2,356 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 2,350
Change-2,350 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 2,268
Change-2,268 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 2,024
Change-2,024 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
EFG International AG
N/A
Shares— from 1,310
Change-1,310 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 990
Change-990 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 989
Change-989 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 895
Change-895 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 863
Change-863 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 830
Change-830 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 756
Change-756 (-100%)
Value—
FMR LLC
N/A
Shares— from 749
Change-749 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 690
Change-690 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 665
Change-665 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 600
Change-600 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 530
Change-530 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 501
Change-501 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 470
Change-470 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 436
Change-436 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 372
Change-372 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 363
Change-363 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 350
Change-350 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 348
Change-348 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 317
Change-317 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 309
Change-309 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 275
Change-275 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 256
Change-256 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 235
Change-235 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 233
Change-233 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 205
Change-205 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 145
Change-145 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 87
Change-87 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 85
Change-85 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 79
Change-79 (-100%)
Value—
CNB Bank
N/A
Shares— from 78
Change-78 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 61
Change-61 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 60
Change-60 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 58
Change-58 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 43
Change-43 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 14
Change-14 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 6
Change-6 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
LPL Financial LLC
DECREASED994,3671,087,333-92,966-9%$96.2M$63.9M-$32.3M2026-11-06
CapWealth Advisors, LLC
INCREASED197,308194,298+3,010+2%$17.2M$12.7M-$4.5M2026-10-05
Wealthcare Advisory Partners LLC
INCREASED116,367114,439+1,928+2%$10.1M$7.5M-$2.7M2026-10-21
Cambridge Investment Research Advisors, Inc.
INCREASED100,19465,208+34,986+54%$5.8M$6.4K-$5.8M2026-11-02
Asset One Wealth Management LLC
DECREASED73,506114,688-41,182-36%$8.8M$4.7M-$4.1M2026-11-02
HBW Advisory Services LLC
INCREASED71,85760,399+11,458+19%$5.3M$4.6M-$727.8K2026-10-15
Sterling Investment Advisors, Ltd.
INCREASED54,75554,040+715+1%$4.8M$3.5M-$1.3M2026-10-27
CLG LLC
INCREASED49,53048,938+592+1%$4.3M$3.2M-$1.1M2026-10-13
Alliance Wealth Advisors, LLC
INCREASED47,37041,237+6,133+15%$3.6M$3.0M-$605.5K2026-10-28
Commonwealth Equity Services, LLC
DECREASED45,70260,700-14,998-25%$5.4M$2.9M-$2.4M2026-11-02
Redhawk Wealth Advisors, Inc.
INCREASED42,10629,645+12,461+42%$2.6M$2.7M+$82.2K2026-10-14
Refined Wealth Management
INCREASED40,00038,389+1,611+4%$3.4M$2.6M-$827.0K2026-10-13
D.A. Davidson & Co.
INCREASED36,98434,111+2,873+8%$3.0M$2.4M-$642.2K2026-10-28
180 Wealth Advisors, LLC
DECREASED36,78737,272-485-1%$3.3M$2.4M-$934.6K2026-11-03
Y-Intercept (Hong Kong) Ltd
NEW35,973—+35,973——$2.3M—2026-10-16
Bison Wealth, LLC
INCREASED33,65526,069+7,586+29%$2.2M$2.0M-$266.7K2026-10-13
Brookstone Capital Management
DECREASED31,47835,277-3,799-11%$3.1M$2.0M-$1.1M2026-10-22
Sovran Advisors, LLC
INCREASED30,97923,204+7,775+34%$1.5M$1.6M+$98.7K2026-11-02
Vontobel Holding Ltd.
INCREASED30,96725,967+5,000+19%$2.3M$2.0M-$308.1K2026-10-16
Paller Financial Services Inc
INCREASED30,66724,776+5,891+24%$2.2M$2.0M-$222.0K2026-10-13
Mirae Asset Global Investments Co., Ltd.
UNCHANGED30,00030,00000%$2.7M$1.9M-$727.2K2026-11-03
Freemont Management S.A.
UNCHANGED29,89929,89900%$2.6M$1.9M-$724.8K2026-11-02
Tcfg Investment Advisors, LLC
INCREASED28,55728,147+410+1%$2.5M$1.8M-$655.5K2026-10-20
Kingsbury Capital Investment Advisors LLC
INCREASED27,72618,969+8,757+46%$1.7M$1.8M+$102.9K2026-10-20
Union Bancaire Privee, UBP SA
UNCHANGED26,00026,00000%$2.2M$1.7M-$561.3K2026-11-04
Juncture Wealth Strategies, LLC
DECREASED25,73132,288-6,557-20%$2.9M$1.7M-$1.2M2026-10-06
Echo45 Advisors LLC
INCREASED25,60422,926+2,678+12%$2.0M$1.6M-$383.6K2026-10-07
WT Wealth Management
DECREASED22,63025,904-3,274-13%$2.3M$1.5M-$838.3K2026-10-13
Wealth Management Partners, LLC
DECREASED20,35623,528-3,172-13%$2.1M$1.3M-$774.2K2026-10-21
Richard C. Young & Co., Ltd.
INCREASED20,12614,681+5,445+37%$1.3M$1.3M-$6.0K2026-11-04
Apollon Wealth Management, LLC
INCREASED20,0596,111+13,948+228%$540.8K$1.3M+$748.2K2026-10-23
Kraematon Investment Advisors, Inc
UNCHANGED17,47217,47200%$1.5M$1.1M-$423.5K2026-11-02
Penobscot Wealth Management
INCREASED16,45914,678+1,781+12%$1.3M$1.1M-$241.4K2026-10-21
Integrity Alliance, Llc.
DECREASED14,19915,503-1,304-8%$1.4M$912.4K-$459.6K2026-10-29
Wealthcare Capital Partners, LLC
INCREASED14,01813,772+246+2%$1.2M$900.8K-$318.0K2026-10-21
J.W. Cole Advisors, Inc.
DECREASED13,95038,513-24,563-64%$3.4M$896.4K-$2.5M2026-11-05
Imc-Chicago, LLC
NEW13,753—+13,753——$883.8K—2026-11-05
NTV Asset Management LLC
DECREASED13,41215,204-1,792-12%$1.3M$861.9K-$483.7K2026-10-23
Kestra Advisory Services, LLC
DECREASED13,358107,975-94,617-88%$9.6M$858.4K-$8.7M2026-11-02
SFG Wealth Management, Llc.
DECREASED12,91913,816-897-6%$1.2M$830.2K-$392.6K2026-10-23
Meridian Wealth Management, LLC
INCREASED12,53112,432+99+1%$1.1M$805.3K-$295.0K2026-11-05
MGO One Seven LLC
DECREASED11,44713,877-2,430-18%$1.2M$735.6K-$492.5K2026-10-28
Wedbush Securities Inc
INCREASED11,09010,585+505+5%$937.0K$713-$936.3K2026-10-22
PNC Financial Services Group, Inc.
DECREASED9,23810,053-815-8%$889.7K$593.6K-$296.1K2026-11-06
Creative Planning
DECREASED8,86211,942-3,080-26%$1.1M$569.5K-$487.4K2026-11-02
Ascentis Independent Advisors
INCREASED8,799415+8,384+2020%$36.7K$565.4K+$528.7K2026-11-03
Solstein Capital, LLC
UNCHANGED8,6648,66400%$766.8K$556.7K-$210.0K2026-11-02
Ignite Planners, LLC
INCREASED8,5618,484+77+1%$750.8K$550.1K-$200.7K2026-10-14
Citigroup Inc
DECREASED8,45722,220-13,763-62%$2.0M$543.4K-$1.4M2026-11-04
BIP Wealth, LLC
INCREASED8,4357,809+626+8%$691.1K$542.0K-$149.1K2026-10-22
Flagstar Securities, Inc
UNCHANGED8,0578,05700%$713.1K$517.8K-$195.3K2026-10-15
E&G Advisors, LLC
DECREASED7,9758,125-150-2%$719.1K$512.5K-$206.6K2026-10-13
Whalen Wealth Management Inc.
NEW7,638—+7,638——$490.8K—2026-10-08
Prospera Financial Services Inc
NEW7,447—+7,447——$372.3K—2026-11-04
Cardinal Point Capital Management ULC
UNCHANGED7,3757,37500%$652.7K$473.9K-$178.8K2026-10-21
Innovative Advisory Group, LLC
DECREASED6,8026,888-86-1%$609.6K$437.1K-$172.5K2026-10-13
SBI Securities Co., Ltd.
INCREASED6,7965,817+979+17%$514.8K$436.7K-$78.1K2026-10-22
Anson Capital, Inc.
INCREASED6,7706,612+158+2%$585.2K$435.0K-$150.1K2026-10-23
Fulcrum Equity Management
DECREASED6,5756,619-44-1%$585.8K$422.5K-$163.3K2026-10-21
AGH Wealth Advisors, LLC
INCREASED6,5695,545+1,024+18%$490.7K$422.1K-$68.6K2026-10-26
Farther Finance Advisors, LLC
INCREASED6,5535,792+761+13%$512.6K$421.1K-$91.5K2026-10-08
Herbst Group, LLC
NEW6,500—+6,500——$417.7K—2026-10-20
Sumitomo Mitsui Trust Group, Inc.
UNCHANGED6,2006,20000%$548.7K$398.4K-$150.3K2026-10-29
City Holding Co
UNCHANGED6,0006,00000%$531.0K$385.6K-$145.4K2026-10-19
Level Four Advisory Services, LLC
INCREASED5,9905,507+483+9%$487.4K$384.9K-$102.5K2026-11-06
J. Safra Sarasin Holding AG
DECREASED5,9796,293-314-5%$557.1K$384.2K-$172.9K2026-10-26
Savant Capital, LLC
INCREASED5,9043,030+2,874+95%$221.0K$379.4K+$158.4K2026-11-06
Evergreen Capital Management LLC
UNCHANGED5,9005,90000%$522.2K$379.1K-$143.0K2026-10-23
Stegent Equity Advisors, Inc.
DECREASED5,6875,794-107-2%$512.8K$365.4K-$147.3K2026-10-13
Baldwin Wealth Partners LLC
DECREASED5,5366,806-1,270-19%$602.3K$355.7K-$246.6K2026-10-13
Kingswood Wealth Advisors, LLC
DECREASED5,273127,097-121,824-96%$11.2M$338.8K-$10.9M2026-10-23
Certified Advisory Corp
UNCHANGED5,2645,26400%$465.9K$338.3K-$127.6K2026-10-29
Uhlmann Price Securities, LLC
INCREASED5,2585,168+90+2%$457.4K$348.6K-$108.8K2026-11-03
Synergy Asset Management, LLC
DECREASED5,0275,073-46-1%$449.0K$323.0K-$125.9K2026-11-05
Bright Futures Wealth Management, Llc.
INCREASED4,9133,870+1,043+27%$342.5K$315.7K-$26.8K2026-10-23
Valen Private Capital, LLC
NEW4,903—+4,903——$315.1K—2026-10-23
Valley National Advisers Inc
DECREASED4,8195,164-345-7%$457.0K$309.7K-$147.3K2026-10-23
GK Wealth Management LLC
DECREASED4,7936,474-1,681-26%$572.9K$308.0K-$265.0K2026-10-09
Leo Wealth, LLC
NEW4,758—+4,758——$305.7K—2026-10-26
Crescent Grove Advisors, LLC
DECREASED4,5715,581-1,010-18%$493.9K$293.7K-$200.2K2026-10-21
Independent Financial Group, LLC
DECREASED4,4485,572-1,124-20%$493.1K$285.9K-$207.3K2026-10-13
LexAurum Advisors, LLC
UNCHANGED4,4474,44700%$393.6K$285.8K-$107.8K2026-10-19
Spectrum Planning & Advisory Services Inc.
INCREASED4,4412,737+1,704+62%$242.2K$285.3K+$43.1K2026-11-05
Truist Financial Corp
NEW4,402—+4,402——$282.9K—2026-10-30
Fell Capital Management
DECREASED4,3604,460-100-2%$394.7K$280.2K-$114.5K2026-10-09
Revisor Wealth Management LLC
DECREASED4,2444,962-718-14%$439.1K$251.4K-$187.7K2026-10-20
Rose Capital Advisors LLC
NEW4,120—+4,120——$264.8K—2026-11-04
Wealth Enhancement Advisory Services, LLC
DECREASED3,88811,015-7,127-65%$878.6K$235.5K-$643.1K2026-10-13
Lido Advisors, LLC
INCREASED3,8432,826+1,017+36%$250.1K$247.0K-$3.2K2026-11-04
Capital Investment Advisors, LLC
NEW3,721—+3,721——$239.1K—2026-10-22
Visionary Wealth Advisors
INCREASED3,6632,617+1,046+40%$231.6K$235.4K+$3.8K2026-11-04
Natixis
INCREASED3,5522,775+777+28%$245.6K$228.3K-$17.3K2026-11-06
Pekin Hardy Strauss, Inc.
INCREASED3,5033,488+15+0%$308.7K$225.1K-$83.6K2026-11-02
Financial Partners Group, Inc
DECREASED3,3533,683-330-9%$325.9K$215.5K-$110.4K2026-10-19
Mather Group, Llc.
INCREASED3,3442,335+1,009+43%$206.6K$214.9K+$8.2K2026-10-14
Fund Evaluation Group, LLC
NEW3,254—+3,254——$209.1K—2026-11-05
Whitcomb & Hess, Inc.
DECREASED3,2454,208-963-23%$372.4K$208.5K-$163.9K2026-10-07
Concurrent Investment Advisors, LLC
NEW3,233—+3,233——$207.7K—2026-10-16
AlphaStar Capital Management, LLC
INCREASED3,2192,562+657+26%$226.7K$206.8K-$19.9K2026-10-16
Fifth Third Bancorp
DECREASED3,03315,454-12,421-80%$1.4M$194.9K-$1.2M2026-11-05
Armstrong Advisory Group, Inc
UNCHANGED2,1642,16400%$191.5K$139.1K-$52.5K2026-10-09
JFS Wealth Advisors, LLC
UNCHANGED1,7331,73300%$153.4K$111.4K-$42.0K2026-11-03
Transce3nd, LLC
INCREASED1,73130+1,701+5670%$2.4K$92.4K+$90.0K2026-10-26
Central Pacific Bank - Trust Division
DECREASED1,6801,685-50%$149.1K$108.0K-$41.2K2026-10-06
Wilmington Savings Fund Society, FSB
INCREASED1,4401,351+89+7%$119.6K$92.5K-$27.0K2026-10-23
Chung Wu Investment Group, LLC
DECREASED1,4001,640-240-15%$145.1K$90.0K-$55.2K2026-11-03
Belvedere Trading LLC
DECREASED1,30614,034-12,728-91%$1.2M$83.9K-$1.2M2026-11-05
Allworth Financial LP
UNCHANGED1,2341,23400%$109.2K$109.2K$02026-11-06
Silver Grove Financial Group, Inc.
INCREASED1,165113+1,052+931%$10.0K$74.9K+$64.9K2026-11-05
Bank Julius Baer & Co. Ltd, Zurich
NEW1,120—+1,120——$72.0K—2026-10-29
AlphaCore Capital LLC
DECREASED9213,858-2,937-76%$341.4K$59.2K-$282.3K2026-11-04
Avion Wealth
UNCHANGED90090000%$79.0K$57-$78.9K2026-11-04
Simplex Trading, LLC
DECREASED79222,021-21,229-96%$1.9M$50.9K-$1.9M2026-11-04
Blue Trust, Inc.
NEW738—+738——$47.4K—2026-10-15
Latitude Advisors, LLC
NEW635—+635——$40.8K—2026-10-27
Signature Equity Partners, LLC
UNCHANGED60060000%$53.1K$38.6K-$14.5K2026-10-29
Rossby Financial, LCC
NEW559—+559——$35.9K—2026-11-05
Signaturefd, LLC
DECREASED538823-285-35%$72.8K$34.6K-$38.3K2026-10-23
IFP Advisors, Inc
DECREASED482682-200-29%$60.4K$31.0K-$29.4K2026-10-16
US Bancorp \de\
INCREASED461395+66+17%$35.0K$29.6K-$5.3K2026-11-05
Hazlett, Burt & Watson, Inc.
DECREASED445475-30-6%$39.0K$29-$39.0K2026-11-04
TD Waterhouse Canada Inc.
DECREASED430793-363-46%$69.5K$27.1K-$42.4K2026-10-16
Larson Financial Group LLC
UNCHANGED38838800%$34.3K$24.9K-$9.4K2026-11-05
Intesa Sanpaolo Wealth Management
UNCHANGED36336300%$32.1K$23.3K-$8.8K2026-10-28
CoreCap Advisors, LLC
DECREASED325414-89-21%$36.6K$20.9K-$15.8K2026-10-08
Montag A & Associates Inc
UNCHANGED32332300%$28.6K$20.8K-$7.8K2026-10-29
Lodestone Wealth Management LLC
INCREASED300200+100+50%$17.7K$19.3K+$1.6K2026-10-14
Manchester Capital Management LLC
UNCHANGED30030000%$26.6K$19.3K-$7.3K2026-10-22
NBH Bank
UNCHANGED28028000%$24.8K$18.0K-$6.8K2026-11-05
Clearstead Advisors, LLC
UNCHANGED26726700%$23.6K$17.2K-$6.5K2026-11-06
Murphy & Mullick Capital Management Corp
UNCHANGED25025000%$22.1K$16.1K-$6.1K2026-11-02
Parallel Advisors, LLC
DECREASED236276-40-14%$24.5K$15.1K-$9.3K2026-11-03
Capital Investment Advisory Services, LLC
INCREASED155115+40+35%$10.2K$10.0K-$2182026-10-30
Next Level Wealth Planning, LLC
NEW118—+118——$7.6K—2026-10-29
Glass Jacobson Investment Advisors llc
UNCHANGED10210200%$9.0K$6.5K-$2.5K2026-10-26
Kings Path Partners LLC
UNCHANGED10010000%$8.9K$6.4K-$2.4K2026-10-21
Creative Financial Designs Inc
UNCHANGED10010000%$8.9K$6.5K-$2.4K2026-11-04
Bay Harbor Wealth Management, LLC
UNCHANGED868600%$7.6K$5.5K-$2.1K2026-11-03
Coston, McIsaac & Partners
UNCHANGED828200%$7$5.3K+$5.3K2026-11-06
Ashton Thomas Private Wealth, LLC
DECREASED782,996-2,918-97%$265.1K$5.0K-$260.1K2026-11-03
Winch Advisory Services, LLC
UNCHANGED787800%$6.9K$5.0K-$1.9K2026-11-06
GHP Investment Advisors, Inc.
UNCHANGED565600%$5.0K$3.6K-$1.4K2026-10-15
Financial Consulate, Inc
UNCHANGED424200%$3.7K$2.7K-$1.0K2026-10-23
Gen-Wealth Partners Inc
UNCHANGED303000%$2.7K$1.9K-$7272026-11-04
Morton Brown Family Wealth, LLC
NEW25—+25——$1.6K—2026-10-23
Pinnacle Wealth Planning Services, Inc.
INCREASED253+22+733%$266$1.6K+$1.3K2026-10-27
Parkside Financial Bank & Trust
UNCHANGED202000%$1.8K$1.3K-$4842026-10-27
Essential Investment Partners LLC
UNCHANGED161600%$1.4K$1.0K-$3882026-10-27
Nfsg Corp
UNCHANGED151500%$1.3K$964-$3642026-10-15
Ashurst Perkins Coie Trust Co
NEW14—+14——$899—2026-10-15
Bear Mountain Capital, Inc.
UNCHANGED101000%$791$542-$2492026-11-04
Bfsg, LLC
UNCHANGED101000%$885$643-$2422026-10-30
Compass Financial Management LLC
NEW6—+6——$388—2026-10-30
Evolution Wealth Management Inc.
DECREASED37-4-57%$620$193-$4272026-10-28
Private Trust Co NA
DECREASED1709-708-100%$62.7K$64-$62.7K2026-10-20
Bensler, LLC
CLOSED0216,713-216,713-100%$19.2M$0-$19.2M2026-11-05
Kraft, Davis & Associates, LLC
CLOSED097,615-97,615-100%$7.7M$0-$7.7M2026-10-21
Avalon Capital Management
CLOSED090,344-90,344-100%$8.0M$0-$8.0M2026-11-04
Point Nemo Capital, LLC
CLOSED070,249-70,249-100%$6.2M$0-$6.2M2026-11-03
VestGen Advisors, LLC
CLOSED063,411-63,411-100%$5.6M$0-$5.6M2026-10-27
S. R. Schill & Associates
CLOSED051,353-51,353-100%$4.5M$0-$4.5M2026-10-20
Madrid Financial Services
CLOSED046,281-46,281-100%$4.1M$0-$4.1M2026-11-03
Lake Hills Wealth Management, LLC
CLOSED032,488-32,488-100%$2.9M$0-$2.9M2026-10-07
Heck Capital Advisors, LLC
CLOSED029,733-29,733-100%$2.6M$0-$2.6M2026-10-14
Nations Financial Group Inc,
CLOSED026,195-26,195-100%$2.3M$0-$2.3M2026-11-05
Moneco Advisors, LLC
CLOSED023,363-23,363-100%$2.1M$0-$2.1M2026-11-05
Spectrum Strategic Capital Management, LLC
CLOSED022,830-22,830-100%$2.0M$0-$2.0M2026-10-22
Fortis Group Advisors, LLC
CLOSED020,731-20,731-100%$1.8M$0-$1.8M2026-11-06
Oppenheimer & Co Inc
CLOSED015,617-15,617-100%$1.4M$0-$1.4M2026-10-26
Green Ridge Wealth Planning LLC
CLOSED014,438-14,438-100%$1.3M$0-$1.3M2026-10-08
Terra Nova Asset Management LLC
CLOSED08,973-8,973-100%$794.1K$0-$794.1K2026-10-13
GoalVest Advisory LLC
CLOSED08,092-8,092-100%$716.1K$0-$716.1K2026-10-02
Vise Technologies, Inc.
CLOSED07,572-7,572-100%$670.1K$0-$670.1K2026-10-29
Money Concepts Capital Corp
CLOSED07,405-7,405-100%$655.3K$0-$655.3K2026-11-06
Almanack Investment Partners, Llc.
CLOSED06,515-6,515-100%$576.6K$0-$576.6K2026-11-03
PFG Advisors
CLOSED06,181-6,181-100%$547.0K$0-$547.0K2026-10-16
Mezzasalma Advisors, LLC
CLOSED06,159-6,159-100%$545.0K$0-$545.0K2026-10-14
HB Wealth Management, LLC
CLOSED06,111-6,111-100%$540.8K$0-$540.8K2026-10-23
Great Diamond Partners, LLC
CLOSED05,097-5,097-100%$451.1K$0-$451.1K2026-10-13
Csenge Advisory Group
CLOSED04,637-4,637-100%$410.4K$0-$410.4K2026-11-04
Surience Private Wealth LLC
CLOSED04,505-4,505-100%$398.7K$0-$398.7K2026-10-16
Mission Wealth Management, LP
CLOSED04,259-4,259-100%$376.9K$0-$376.9K2026-10-15
Florin Court Capital LLP
CLOSED04,100-4,100-100%$362.9K$0-$362.9K2026-11-02
Wealthcare Capital Management LLC
CLOSED03,462-3,462-100%$306.4K$0-$306.4K2026-10-21
Bauman Advisory Group, LLC
CLOSED03,429-3,429-100%$303.5K$0-$303.5K2026-10-29
Elevate Capital Advisors, LLC
CLOSED03,413-3,413-100%$302.1K$0-$302.1K2026-11-02
Pinion Investment Advisors, LLC
CLOSED03,385-3,385-100%$299.6K$0-$299.6K2026-11-04
3Edge Asset Management, LP
CLOSED03,326-3,326-100%$294.4K$0-$294.4K2026-10-30
Flagship Harbor Advisors, LLC
CLOSED03,005-3,005-100%$265.9K$0-$265.9K2026-10-26
LVW Advisors, LLC
CLOSED03,004-3,004-100%$265.9K$0-$265.9K2026-10-19
Choreo, LLC
CLOSED02,848-2,848-100%$252.0K$0-$252.0K2026-10-28
Sowell Financial Services LLC
CLOSED02,791-2,791-100%$247.0K$0-$247.0K2026-10-23
Walkner Condon Financial Advisors LLC
CLOSED02,546-2,546-100%$225.3K$0-$225.3K2026-11-02
Sigma Planning Corp
CLOSED02,546-2,546-100%$225.3K$0-$225.3K2026-10-23
Arthur M. Cohen & Associates, LLC
CLOSED02,485-2,485-100%$219.9K$0-$219.9K2026-10-26
PUREfi Wealth, LLC
CLOSED02,436-2,436-100%$215.6K$0-$215.6K2026-10-19
Davis Investment Partners, LLC
CLOSED02,323-2,323-100%$205.6K$0-$205.6K2026-11-05
Moors & Cabot, Inc.
CLOSED02,303-2,303-100%$203.8K$0-$203.8K2026-11-06
International Assets Investment Management, LLC
CLOSED01,208-1,208-100%$105.9K$0-$105.9K2026-11-02
CX Institutional
CLOSED0980-980-100%$87$0-$872026-10-02
AdvisorNet Financial, Inc
CLOSED0695-695-100%$61.5K$0-$61.5K2026-10-15
BankPlus Trust Department
CLOSED0440-440-100%$38.9K$0-$38.9K2026-11-06
Abound Wealth Management
CLOSED0286-286-100%$25.3K$0-$25.3K2026-10-26
Tsfg, LLC
CLOSED0195-195-100%$17$0-$172026-10-23
Spectrum Wealth Advisory Group, LLC
CLOSED0149-149-100%$13.2K$0-$13.2K2026-10-29
Coastline Trust Co
CLOSED0100-100-100%$8.9K$0-$8.9K2026-10-01
Hilton Head Capital Partners, LLC
CLOSED073-73-100%$6.5K$0-$6.5K2026-10-23
Salem Investment Counselors Inc
CLOSED066-66-100%$5.8K$0-$5.8K2026-10-13
Toth Financial Advisory Corp
CLOSED060-60-100%$5.3K$0-$5.3K2026-10-08
Flagship Wealth Advisors, LLC
CLOSED052-52-100%$4.6K$0-$4.6K2026-11-03
Signature Resources Capital Management, LLC
CLOSED05-5-100%$442$0-$4422026-10-16
Assetmark, Inc
CLOSED03-3-100%$266$0-$2662026-10-21
Roxbury Financial LLC
DECREASED01,633-1,633-100%$144.5K$12-$144.5K2026-10-01
Morgan Stanley
N/A—1,414,151-1,414,151-100%$125.2M———
Bank of America Corp
N/A—546,686-546,686-100%$48.4M———
Renaissancere Holdings LTD
N/A—533,010-533,010-100%$47.2M———
Wells Fargo & Company
N/A—404,691-404,691-100%$35.8M———
UBS Group AG
N/A—347,163-347,163-100%$30.7M———
Robinhood Asset Management, LLC
N/A—262,740-262,740-100%$23.3M———
Susquehanna International Group, LLP
N/A—245,303-245,303-100%$21.7M———
Raymond James Financial Inc
N/A—236,081-236,081-100%$20.9M———
Tudor Investment Corp ET AL
N/A—156,720-156,720-100%$13.9M———
Chicago Wealth Management, Inc.
N/A—150,936-150,936-100%$13.4M———
SOA Wealth Advisors, Llc.
N/A—149,445-149,445-100%$149.4K———
Royal Bank of Canada
N/A—142,802-142,802-100%$12.6M———
OneDigital Investment Advisors LLC
N/A—129,796-129,796-100%$11.5M———
Rockefeller Capital Management L.P.
N/A—122,706-122,706-100%$10.9M———
Stifel Financial Corp
N/A—112,492-112,492-100%$10.0M———
DRW Securities, LLC
N/A—97,958-97,958-100%$8.7M———
Osaic Holdings, Inc.
N/A—97,134-97,134-100%$8.6M———
Proficio Capital Partners LLC
N/A—95,720-95,720-100%$8.5M———
Spruce Point Capital Management, LLC
N/A—84,730-84,730-100%$7.5M———
HighTower Advisors, LLC
N/A—79,171-79,171-100%$7.0M———
Cetera Investment Advisers
N/A—77,041-77,041-100%$6.8M———
Graham Capital Management, L.P.
N/A—69,130-69,130-100%$6.1M———
Envestnet Asset Management Inc
N/A—67,122-67,122-100%$5.9M———
SG Americas Securities, LLC
N/A—62,463-62,463-100%$5.5M———
Scotia Capital Inc.
N/A—62,401-62,401-100%$5.5M———
Citadel Advisors LLC
N/A—60,444-60,444-100%$5.3M———
Northwestern Mutual Wealth Management Co
N/A—59,973-59,973-100%$5.3M———
Rice Partnership, LLC
N/A—58,608-58,608-100%$5.2M———
Tocqueville Asset Management L.P.
N/A—46,099-46,099-100%$4.1M———
Quadrature Capital Ltd
N/A—43,683-43,683-100%$3.9M———
Qube Research & Technologies Ltd
N/A—40,475-40,475-100%$3.6M———
Sanctuary Advisors, LLC
N/A—39,544-39,544-100%$3.5M———
Ashford Capital Management Inc
N/A—38,858-38,858-100%$3.4M———
Jane Street Group, LLC
N/A—37,427-37,427-100%$3.3M———
D. E. Shaw & Co., Inc.
N/A—36,212-36,212-100%$3.2M———
Private Advisor Group, LLC
N/A—35,241-35,241-100%$3.1M———
Advisory Services Network, LLC
N/A—34,490-34,490-100%$3.1M———
Black Swift Group, LLC
N/A—34,350-34,350-100%$3.0M———
Brookwood Investment Group LLC
N/A—33,090-33,090-100%$2.9M———
&partners
N/A—31,620-31,620-100%$2.8M———
Texas Yale Capital Corp.
N/A—30,300-30,300-100%$2.7M———
Arax Advisory Partners
N/A—28,363-28,363-100%$2.5M———
HRT Financial LP
N/A—26,142-26,142-100%$2.3M———
Bleakley Financial Group, LLC
N/A—25,793-25,793-100%$2.3M———
Steward Partners Investment Advisory, LLC
N/A—24,413-24,413-100%$2.2M———
Goldman Sachs Group Inc
N/A—23,786-23,786-100%$2.1M———
JPMorgan Chase & Co
N/A—23,507-23,507-100%$2.0M———
Summit Financial, LLC
N/A—23,293-23,293-100%$2.1M———
Financial Sense Advisors, Inc.
N/A—23,084-23,084-100%$2.0M———
Empirical Asset Management, LLC
N/A—22,981-22,981-100%$2.0M———
Stratos Wealth Partners, Ltd.
N/A—22,741-22,741-100%$2.0M———
DV Equities, LLC
N/A—21,102-21,102-100%$1.9M———
Captrust Financial Advisors
N/A—20,292-20,292-100%$1.8M———
PCG Wealth Advisors, LLC
N/A—20,141-20,141-100%$1.8M———
KMT Wealth Management, LLC
N/A—18,969-18,969-100%$1.7M———
Equitable Holdings, Inc.
N/A—18,095-18,095-100%$1.6M———
Cresset Asset Management, LLC
N/A—18,058-18,058-100%$1.6M———
NewEdge Advisors, LLC
N/A—17,056-17,056-100%$1.5M———
Cary Street Partners Financial LLC
N/A—16,341-16,341-100%$1.4M———
Banco BTG Pactual S.A.
N/A—16,236-16,236-100%$1.4M———
Janney Montgomery Scott LLC
N/A—16,231-16,231-100%$1.4M———
Orion Porfolio Solutions, LLC
N/A—16,162-16,162-100%$1.4M———
Arkadios Wealth Advisors
N/A—15,205-15,205-100%$1.3M———
Aster Capital Management (Difc) Ltd
N/A—15,140-15,140-100%$1.3M———
CIBC World Market Inc.
N/A—14,249-14,249-100%$1.3M———
Berger Financial Group, Inc
N/A—13,657-13,657-100%$1.2M———
CreativeOne Wealth, LLC
N/A—13,476-13,476-100%$1.2M———
Harbour Investments, Inc.
N/A—12,927-12,927-100%$1.1M———
HSBC Holdings PLC
N/A—12,500-12,500-100%$1.1M———
Belpointe Asset Management LLC
N/A—12,292-12,292-100%$1.1M———
Fosun International Ltd
N/A—11,706-11,706-100%$1.0M———
Group One Trading LLC
N/A—11,512-11,512-100%$1.0M———
Beacon Pointe Advisors, LLC
N/A—11,497-11,497-100%$1.0M———
Bank of Montreal
N/A—11,103-11,103-100%$982.6K———
Mariner, LLC
N/A—9,428-9,428-100%$834.3K———
MML Investors Services, LLC
N/A—9,074-9,074-100%$803.1K———
Thompson David Blair
N/A—8,722-8,722-100%$771.9K———
Dimension Capital Management LLC
N/A—8,215-8,215-100%$727.0K———
Advisory Alpha, LLC
N/A—7,521-7,521-100%$665.6K———
Quantum Portfolio Management LLC
N/A—7,438-7,438-100%$658.3K———
Rothschild Capital Partners, LLC
N/A—7,279-7,279-100%$644.2K———
Clare Market Investments LLC
N/A—6,757-6,757-100%$598.0K———
AE Wealth Management LLC
N/A—6,566-6,566-100%$581.1K———
W1m Asset Management Ltd
N/A—6,485-6,485-100%$573.1K———
Stamos Capital Partners, L.P.
N/A—5,647-5,647-100%$499.8K———
Index Technologies Group LLC
N/A—5,524-5,524-100%$488.9K———
PFG Investments, LLC
N/A—4,612-4,612-100%$408.2K———
Compass Capital Corp
N/A—4,580-4,580-100%$355.4K———
Squarepoint Ops LLC
N/A—4,566-4,566-100%$404.1K———
Insigneo Advisory Services, LLC
N/A—4,539-4,539-100%$401.7K———
Forefront Wealth Partners, LLC
N/A—4,343-4,343-100%$384.4K———
HighPoint Advisor Group LLC
N/A—4,278-4,278-100%$378.6K———
Focus Partners Wealth
N/A—4,127-4,127-100%$365.3K———
Waverly Advisors, LLC
N/A—3,943-3,943-100%$348.9K———
Calton & Associates, Inc.
N/A—3,911-3,911-100%$346.1K———
Barometer Capital Management Inc.
N/A—3,600-3,600-100%$318.6K———
Madison Wealth Partners, Inc
N/A—3,576-3,576-100%$316.5K———
Bluespring Wealth Management, LLC
N/A—3,520-3,520-100%$311.5K———
Savvy Advisors, Inc.
N/A—3,441-3,441-100%$304.5K———
Signet Private Wealth LLC
N/A—3,305-3,305-100%$292.5K———
Main Street Financial Solutions, LLC
N/A—3,217-3,217-100%$284.7K———
Gentry Private Wealth, LLC
N/A—3,164-3,164-100%$280.0K———
Mercer Global Advisors Inc
N/A—3,075-3,075-100%$272.1K———
Comprehensive Money Management Services LLC
N/A—2,970-2,970-100%$262.8K———
Integrated Wealth Concepts LLC
N/A—2,909-2,909-100%$257.5K———
Composition Wealth, LLC
N/A—2,851-2,851-100%$252.3K———
Pinnacle Financial Partners, Inc.
N/A—2,803-2,803-100%$248.1K———
Bulltick Wealth Management, LLC
N/A—2,715-2,715-100%$240.3K———
IAM Advisory, LLC
N/A—2,655-2,655-100%$235.0K———
Leavell Investment Management, Inc.
N/A—2,615-2,615-100%$231.4K———
Continuum Advisory, LLC
N/A—2,610-2,610-100%$231.0K———
MAI Capital Management
N/A—2,592-2,592-100%$229.4K———
National Bank of Canada
N/A—2,535-2,535-100%$223.7K———
Old Mission Capital LLC
N/A—2,513-2,513-100%$222.4K———
Keebeck Wealth Management
N/A—2,500-2,500-100%$221.3K———
Federation des caisses Desjardins du Quebec
N/A—2,494-2,494-100%$220.5K———
Aptus Capital Advisors, LLC
N/A—2,438-2,438-100%$215.8K———
Stonebridge Financial Group, LLC
N/A—2,393-2,393-100%$211.0K———
Betterment LLC
N/A—2,392-2,392-100%$212.0K———
NorthRock Partners, LLC
N/A—2,356-2,356-100%$208.5K———
Spartan Wealth Advisory Services LLC
N/A—2,350-2,350-100%$208.0K———
Rathbones Group PLC
N/A—2,268-2,268-100%$200.7K———
EP Wealth Advisors, LLC
N/A—2,024-2,024-100%$179.1K———
Picton Mahoney Asset Management
N/A—1,500-1,500-100%$132.8K———
EFG International AG
N/A—1,310-1,310-100%$115.9K———
Jones Financial Companies Lllp
N/A—990-990-100%$85.7K———
Elequin Capital, LP
N/A—989-989-100%$87.5K———
Ritter Daniher Financial Advisory LLC / de
N/A—895-895-100%$79.2K———
Global Retirement Partners, LLC
N/A—863-863-100%$76.4K———
Bellevue Asset Management, LLC
N/A—830-830-100%$73.5K———
Mcguire Capital Advisors Inc
N/A—756-756-100%$66.9K———
FMR LLC
N/A—749-749-100%$66.3K———
Tower Research Capital LLC (TRC)
N/A—690-690-100%$61.1K———
Allied Private Wealth LLC
N/A—665-665-100%$53.0K———
Forum Finance Group S.A.
N/A—600-600-100%$43———
Consultiva Wealth Management, Corp.
N/A—530-530-100%$46.9K———
BFC Planning, Inc.
N/A—501-501-100%$44.3K———
Founders Financial Alliance, LLC
N/A—470-470-100%$41.6K———
Marshall Investment Management, LLC
N/A—436-436-100%$38.6K———
BlackRock, Inc.
N/A—372-372-100%$33.0K———
Banque Cantonale Vaudoise
N/A—363-363-100%$32.0K———
Ancora Advisors LLCA
N/A—350-350-100%$31.0K———
Capital Analysts, LLC
N/A—348-348-100%$31.0K———
Kiker Wealth Management, LLC
N/A—317-317-100%$28.1K———
Ameritas Advisory Services, LLC
N/A—309-309-100%$27.3K———
Mark Sheptoff Financial Planning, LLC
N/A—300-300-100%$26.6K———
Medallion Wealth Advisors, LLC
N/A—275-275-100%$24.3K———
Huntington National Bank
N/A—256-256-100%$22.7K———
Smartleaf Asset Management LLC
N/A—235-235-100%$20.3K———
SouthState Bank Corp
N/A—233-233-100%$20.6K———
Basecamp Wealth Advisors LLC
N/A—205-205-100%$18.1K———
Synergy Investment Management, LLC
N/A—145-145-100%$12.8K———
Mpwm Advisory Solutions, LLC
N/A—100-100-100%$8.9K———
Ameriflex Group, Inc.
N/A—100-100-100%$8.9K———
Strategic Wealth Partners, Ltd.
N/A—100-100-100%$8.9K———
Whittier Trust Co of Nevada Inc
N/A—87-87-100%$7.1K———
Harborfront Financial Group LLC
N/A—85-85-100%$7.5K———
UBS Asset Management Americas LLC
N/A—79-79-100%$7.0K———
CNB Bank
N/A—78-78-100%$6.9K———
FAS Wealth Partners, Inc.
N/A—61-61-100%$5.4K———
Whittier Trust Co
N/A—60-60-100%$5.1K———
Tidemark, LLC
N/A—58-58-100%$5.1K———
Copia Wealth Management
N/A—43-43-100%$3.8K———
Dunhill Financial, LLC
N/A—34-34-100%$3.1K———
Strive Financial Group,LLC
N/A—20-20-100%$1.8K———
Roble, Belko & Company, Inc
N/A—14-14-100%$1———
Toronto Dominion Bank
N/A—6-6-100%$541———
O'shaughnessy Asset Management, LLC
N/A—2-2-100%$177———
Showing 381 of 381 institutions