Vanguard Extended DUR Treas (EDV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Mirae Asset Global Investments Co., Ltd.

INCREASED

Shares1,183,222 from 789,777

Change+393,445 (+50%)

Value$65.6M (+$14.2M)

Filed 2026-11-03

Midland Wealth Advisors, LLC

DECREASED

Shares1,118,454 from 1,624,765

Change-506,311 (-31%)

Value$62.0M (-$43.7M)

Filed 2026-10-26

LPL Financial LLC

INCREASED

Shares838,246 from 830,743

Change+7,503 (+1%)

Value$46.5M (-$7.6M)

Filed 2026-11-06

Capital City Trust Co

INCREASED

Shares798,918 from 764,715

Change+34,203 (+4%)

Value$44.3M (-$5.5M)

Filed 2026-10-22

SBI Securities Co., Ltd.

INCREASED

Shares478,563 from 463,578

Change+14,985 (+3%)

Value$26.5M (-$3.6M)

Filed 2026-10-22

Valtinson Bruner Financial Planning LLC

DECREASED

Shares277,626 from 335,469

Change-57,843 (-17%)

Value$15.4M (-$6.4M)

Filed 2026-11-02

Retirement Financial Solutions, LLC

INCREASED

Shares240,044 from 220,523

Change+19,521 (+9%)

Value$13.3M (-$1.0M)

Filed 2026-10-20

Savant Capital, LLC

INCREASED

Shares174,847 from 167,592

Change+7,255 (+4%)

Value$9.7M (-$1.2M)

Filed 2026-11-06

Sellwood Investment Partners LLC

INCREASED

Shares137,695 from 128,316

Change+9,379 (+7%)

Value$7.6M (-$715.6K)

Filed 2026-11-03

Professional Financial Management, Inc.

INCREASED

Shares123,807 from 121,134

Change+2,673 (+2%)

Value$6.9M (-$1.0M)

Filed 2026-10-22

Fermata Advisors, LLC

INCREASED

Shares105,681 from 81,037

Change+24,644 (+30%)

Value$5.9M (+$586.1K)

Filed 2026-10-13

PNC Financial Services Group, Inc.

DECREASED

Shares100,919 from 108,677

Change-7,758 (-7%)

Value$5.6M (-$1.5M)

Filed 2026-11-06

Elevation Point Wealth Partners, LLC

NEW

Shares97,014

Change+97,014

Value$5.4M

Filed 2026-11-05

Clear Investment Research, LLC

INCREASED

Shares88,191 from 80,291

Change+7,900 (+10%)

Value$4.9M (-$335.2K)

Filed 2026-11-06

Tectonic Advisors LLC

INCREASED

Shares85,024 from 74,544

Change+10,480 (+14%)

Value$4.7M (-$136.7K)

Filed 2026-10-22

NBT Bank, N.A.

DECREASED

Shares79,030 from 126,670

Change-47,640 (-38%)

Value$4.4M (-$3.9M)

Filed 2026-10-21

Columbus Macro, LLC

NEW

Shares76,180

Change+76,180

Value$4.2M

Filed 2026-10-14

Fluent Financial, LLC

DECREASED

Shares74,109 from 254,318

Change-180,209 (-71%)

Value$4.1M (-$12.4M)

Filed 2026-10-13

Mills Wealth Advisors LLC

NEW

Shares63,643

Change+63,643

Value$3.5M

Filed 2026-10-22

Independent Financial Group, LLC

INCREASED

Shares62,718 from 38,089

Change+24,629 (+65%)

Value$3.5M (+$998.9K)

Filed 2026-10-13

Beverly Hills Private Wealth, LLC

DECREASED

Shares59,370 from 79,468

Change-20,098 (-25%)

Value$3.3M (-$1.9M)

Filed 2026-11-04

Nottingham Advisors, Inc.

UNCHANGED

Shares48,465 from 48,465

Change0 (0%)

Value$2.7M (-$320.4K)

Filed 2026-10-29

Meridian Wealth Management, LLC

INCREASED

Shares45,347 from 43,247

Change+2,100 (+5%)

Value$2.5M (-$300.0K)

Filed 2026-11-05

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares35,783 from 17,051

Change+18,732 (+110%)

Value$2.0K (-$1.1M)

Filed 2026-11-02

Compass Financial Management LLC

DECREASED

Shares34,959 from 35,119

Change-160 (0%)

Value$1.9M (-$347.1K)

Filed 2026-10-30

Decker Retirement Planning Inc.

INCREASED

Shares33,051 from 28,575

Change+4,476 (+16%)

Value$1.8M (-$27.0K)

Filed 2026-10-19

Perigon Wealth Management, LLC

NEW

Shares27,668

Change+27,668

Value$1.5M

Filed 2026-10-22

RHS Financial, LLC

NEW

Shares26,447

Change+26,447

Value$1.5M

Filed 2026-10-13

Englebert Financial Advisers, LLC

INCREASED

Shares24,985 from 23,579

Change+1,406 (+6%)

Value$1.4M (-$149.1K)

Filed 2026-10-20

Lifetime Wealth Management P.C.

DECREASED

Shares23,051 from 23,637

Change-586 (-2%)

Value$1.3M (-$260.1K)

Filed 2026-10-29

Conrad Siegel Investment Advisors, Inc.

INCREASED

Shares21,685 from 21,004

Change+681 (+3%)

Value$1.2M (-$164.5K)

Filed 2026-10-08

Imc-Chicago, LLC

NEW

Shares20,804

Change+20,804

Value$1.2M

Filed 2026-11-05

Commonwealth Equity Services, LLC

INCREASED

Shares20,761 from 14,629

Change+6,132 (+42%)

Value$1.2M (+$199.1K)

Filed 2026-11-02

Argentarii, LLC

INCREASED

Shares19,064 from 17,624

Change+1,440 (+8%)

Value$1.1M (+$5.5K)

Filed 2026-10-28

Cassaday & Co Wealth Management LLC

DECREASED

Shares18,301 from 52,741

Change-34,440 (-65%)

Value$1.0M (-$2.4M)

Filed 2026-10-27

Simplex Trading, LLC

INCREASED

Shares15,783 from 8,120

Change+7,663 (+94%)

Value$875.2K (+$346.7K)

Filed 2026-11-04

Guidance Capital, Inc

DECREASED

Shares14,217 from 14,322

Change-105 (-1%)

Value$847.2K (-$37.8K)

Filed 2026-11-03

Park Avenue Securities LLC

INCREASED

Shares13,475 from 12,650

Change+825 (+7%)

Value$747 (-$822.3K)

Filed 2026-10-26

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares12,432 from 11,175

Change+1,257 (+11%)

Value$684.0K (-$11.6K)

Filed 2026-10-13

Creative Planning

INCREASED

Shares12,116 from 10,814

Change+1,302 (+12%)

Value$671.8K (-$32.0K)

Filed 2026-11-02

Fifth Third Bancorp

INCREASED

Shares10,195 from 15

Change+10,180 (+67867%)

Value$565.3K (+$564.3K)

Filed 2026-11-05

Legacy Private Trust Co.

DECREASED

Shares9,744 from 11,147

Change-1,403 (-13%)

Value$540.3K (-$185.1K)

Filed 2026-10-06

Leading Edge Financial Planning LLC

INCREASED

Shares9,711 from 9,509

Change+202 (+2%)

Value$538.5K (-$80.4K)

Filed 2026-10-23

Farther Finance Advisors, LLC

DECREASED

Shares9,400 from 15,053

Change-5,653 (-38%)

Value$521.2K (-$458.9K)

Filed 2026-10-08

Haven Private, LLC

INCREASED

Shares8,579 from 7,956

Change+623 (+8%)

Value$475.7K (-$42.1K)

Filed 2026-10-27

Sage Investment Counsel LLC

INCREASED

Shares7,600 from 3,400

Change+4,200 (+124%)

Value$421.4K (+$200.1K)

Filed 2026-10-26

PFG Advisors

INCREASED

Shares7,443 from 6,226

Change+1,217 (+20%)

Value$412.7K (+$7.5K)

Filed 2026-10-16

Quadcap Wealth Management, LLC

UNCHANGED

Shares7,285 from 7,285

Change0 (0%)

Value$404.0K (-$70.2K)

Filed 2026-11-02

Asset One Wealth Management LLC

NEW

Shares6,632

Change+6,632

Value$367.7K

Filed 2026-11-02

Gilman Hill Asset Management, LLC

UNCHANGED

Shares6,050 from 6,050

Change0 (0%)

Value$335.5K (-$58.3K)

Filed 2026-10-13

Galvin, Gaustad & Stein, LLC

NEW

Shares5,815

Change+5,815

Value$322.4K

Filed 2026-10-08

Koshinski Asset Management, Inc.

DECREASED

Shares5,106 from 5,354

Change-248 (-5%)

Value$283.1K (-$65.3K)

Filed 2026-10-29

TriaGen Wealth Management LLC

INCREASED

Shares5,040 from 4,679

Change+361 (+8%)

Value$279.5K (-$25.0K)

Filed 2026-10-14

Sanders Morris Harris LLC

NEW

Shares5,000

Change+5,000

Value$286.9K

Filed 2026-10-14

J. Safra Sarasin Holding AG

INCREASED

Shares4,740 from 4,348

Change+392 (+9%)

Value$262.8K (-$20.2K)

Filed 2026-10-26

Balefire, LLC

DECREASED

Shares4,376 from 4,601

Change-225 (-5%)

Value$242.6K (-$56.8K)

Filed 2026-10-09

Paragon Advisors, LLC

DECREASED

Shares4,174 from 4,188

Change-14 (0%)

Value$231.4K (-$41.1K)

Filed 2026-11-03

CWC Advisors, Llc.

DECREASED

Shares4,114 from 6,084

Change-1,970 (-32%)

Value$228.1K (-$167.8K)

Filed 2026-10-15

New Harbor Financial Group, LLC

NEW

Shares3,900

Change+3,900

Value$216.3K

Filed 2026-10-22

Freestate Advisors LLC

INCREASED

Shares3,776 from 3,767

Change+9 (+0%)

Value$209.4K (-$35.7K)

Filed 2026-10-09

Ares Financial Consulting, LLC

DECREASED

Shares3,583 from 3,835

Change-252 (-7%)

Value$198.7K (-$50.9K)

Filed 2026-10-19

Private Trust Co NA

UNCHANGED

Shares3,070 from 3,070

Change0 (0%)

Value$170.2K (-$29.6K)

Filed 2026-10-20

Gladwyn Financial Advisors, Inc.

INCREASED

Shares1,554 from 1,413

Change+141 (+10%)

Value$86.2K (-$5.8K)

Filed 2026-10-05

Beacon Capital Management, Inc.

DECREASED

Shares1,243 from 1,488

Change-245 (-16%)

Value$68.9K (-$27.9K)

Filed 2026-10-13

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares700 from 700

Change0 (0%)

Value$38.8K (-$6.7K)

Filed 2026-10-27

IFP Advisors, Inc

DECREASED

Shares566 from 711

Change-145 (-20%)

Value$31.4K (-$14.9K)

Filed 2026-10-16

Marshall & Sterling Wealth Advisors Inc.

UNCHANGED

Shares485 from 485

Change0 (0%)

Value$26.9K (-$4.7K)

Filed 2026-10-28

Whipplewood Advisors, LLC

INCREASED

Shares463 from 404

Change+59 (+15%)

Value$25.7K (-$619)

Filed 2026-10-20

Pflug Koory, LLC

UNCHANGED

Shares336 from 336

Change0 (0%)

Value$18.6K (-$3.2K)

Filed 2026-10-26

Transce3nd, LLC

NEW

Shares221

Change+221

Value$12.8K

Filed 2026-10-26

Blueline Advisors LLC

NEW

Shares220

Change+220

Value$12.2K

Filed 2026-10-15

Quest 10 Wealth Builders, Inc.

UNCHANGED

Shares181 from 181

Change0 (0%)

Value$10.0K (-$1.7K)

Filed 2026-11-02

TD Waterhouse Canada Inc.

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$5.5K (-$862)

Filed 2026-10-16

Asset Dedication, LLC

NEW

Shares91

Change+91

Value$5.0K

Filed 2026-11-03

Noble Wealth Management PBC

UNCHANGED

Shares80 from 80

Change0 (0%)

Value$4.4K (-$770)

Filed 2026-10-01

Creative Financial Designs Inc

DECREASED

Shares54 from 2,041

Change-1,987 (-97%)

Value$3.0K (-$129.8K)

Filed 2026-11-04

Team Financial Group, LLC

NEW

Shares31

Change+31

Value$1.7K

Filed 2026-10-30

Lanark Financial, Inc.

NEW

Shares23

Change+23

Value$1.3K

Filed 2026-10-26

Markowski Investments

UNCHANGED

Shares23 from 23

Change0 (0%)

Value$1.3K (-$222)

Filed 2026-10-30

Angeles Wealth Management, LLC

UNCHANGED

Shares19 from 19

Change0 (0%)

Value$1.1K (-$183)

Filed 2026-10-26

Concord Wealth Partners

NEW

Shares16

Change+16

Value$887

Filed 2026-11-02

Costello Asset Management, Inc

UNCHANGED

Shares11 from 11

Change0 (0%)

Value$624 (-$99)

Filed 2026-10-30

Root Financial Partners, LLC

NEW

Shares9

Change+9

Value$499

Filed 2026-10-21

Lloyd Advisory Services, Llc.

UNCHANGED

Shares7 from 7

Change0 (0%)

Value$396 (-$63)

Filed 2026-11-02

Sigma Planning Corp

CLOSED

Shares0 from 35,302

Change-35,302 (-100%)

Value$0 (-$2.3M)

Filed 2026-10-23

Citigroup Inc

CLOSED

Shares0 from 24,564

Change-24,564 (-100%)

Value$0 (-$1.6M)

Filed 2026-11-04

Rareview Capital LLC

CLOSED

Shares0 from 18,894

Change-18,894 (-100%)

Value$0 (-$1.3M)

Filed 2026-11-05

Johnson & White Wealth Management, LLC

CLOSED

Shares0 from 11,413

Change-11,413 (-100%)

Value$0 (-$742.7K)

Filed 2026-11-03

Harpswell Capital Advisors, LLC

CLOSED

Shares0 from 10,825

Change-10,825 (-100%)

Value$0 (-$704.5K)

Filed 2026-10-09

Inscription Capital, LLC

CLOSED

Shares0 from 8,859

Change-8,859 (-100%)

Value$0 (-$576.5K)

Filed 2026-11-02

EverSource Wealth Advisors, LLC

CLOSED

Shares0 from 6,600

Change-6,600 (-100%)

Value$0 (-$429.5K)

Filed 2026-11-04

Brighton Jones LLC

CLOSED

Shares0 from 6,007

Change-6,007 (-100%)

Value$0 (-$390.9K)

Filed 2026-11-03

Vanguard Capital Wealth Advisors

CLOSED

Shares0 from 3,609

Change-3,609 (-100%)

Value$0 (-$234.9K)

Filed 2026-10-16

Capital Investment Counsel, Inc

CLOSED

Shares0 from 3,500

Change-3,500 (-100%)

Value$0 (-$227.8K)

Filed 2026-10-20

SwitchPoint Financial Planning, LLC

CLOSED

Shares0 from 3,474

Change-3,474 (-100%)

Value$0 (-$226.1K)

Filed 2026-11-02

Sharkey, Howes & Javer

CLOSED

Shares0 from 3,414

Change-3,414 (-100%)

Value$0 (-$222.2K)

Filed 2026-10-22

RFG Advisory, LLC

CLOSED

Shares0 from 3,194

Change-3,194 (-100%)

Value$0 (-$207.8K)

Filed 2026-11-03

Carrera Capital Advisors

CLOSED

Shares0 from 3,155

Change-3,155 (-100%)

Value$0 (-$205.3K)

Filed 2026-11-03

DecisionPoint Financial, LLC

CLOSED

Shares0 from 400

Change-400 (-100%)

Value$0 (-$25.4K)

Filed 2026-10-27

Flagship Wealth Advisors, LLC

CLOSED

Shares0 from 208

Change-208 (-100%)

Value$0 (-$13.5K)

Filed 2026-11-03

Blue Trust, Inc.

CLOSED

Shares0 from 72

Change-72 (-100%)

Value$0 (-$4.7K)

Filed 2026-10-15

Mather Group, Llc.

CLOSED

Shares0 from 68

Change-68 (-100%)

Value$0 (-$4.4K)

Filed 2026-10-14

Gamma Investing LLC

CLOSED

Shares0 from 5

Change-5 (-100%)

Value$0 (-$325)

Filed 2026-10-08

Bank of America Corp

N/A

Shares— from 1,535,349

Change-1,535,349 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 884,309

Change-884,309 (-100%)

Value—

RWA Wealth Partners, LLC

N/A

Shares— from 875,815

Change-875,815 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 736,865

Change-736,865 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 433,355

Change-433,355 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 369,723

Change-369,723 (-100%)

Value—

Cadence Wealth Management LLC

N/A

Shares— from 275,654

Change-275,654 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 260,730

Change-260,730 (-100%)

Value—

Hamilton Capital Partners Inc.

N/A

Shares— from 227,755

Change-227,755 (-100%)

Value—

Harvest Portfolios Group Inc.

N/A

Shares— from 221,743

Change-221,743 (-100%)

Value—

One Wealth Map LLC

N/A

Shares— from 221,145

Change-221,145 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 219,406

Change-219,406 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 208,896

Change-208,896 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 190,626

Change-190,626 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 185,197

Change-185,197 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 177,530

Change-177,530 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 177,514

Change-177,514 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 174,551

Change-174,551 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 164,104

Change-164,104 (-100%)

Value—

UBS Group AG

N/A

Shares— from 160,476

Change-160,476 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 158,645

Change-158,645 (-100%)

Value—

Institute for Wealth Management, Llc.

N/A

Shares— from 122,588

Change-122,588 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 109,672

Change-109,672 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 106,334

Change-106,334 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 95,810

Change-95,810 (-100%)

Value—

Causey Wealth LLC

N/A

Shares— from 92,337

Change-92,337 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 92,039

Change-92,039 (-100%)

Value—

RiverFront Investment Group, LLC

N/A

Shares— from 91,887

Change-91,887 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 86,178

Change-86,178 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 83,323

Change-83,323 (-100%)

Value—

&partners

N/A

Shares— from 72,509

Change-72,509 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 69,830

Change-69,830 (-100%)

Value—

Sankala Group LLC

N/A

Shares— from 67,078

Change-67,078 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 65,553

Change-65,553 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 60,230

Change-60,230 (-100%)

Value—

First Commonwealth Financial Corp

N/A

Shares— from 56,444

Change-56,444 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 52,154

Change-52,154 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 47,211

Change-47,211 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 38,582

Change-38,582 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 31,299

Change-31,299 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 27,219

Change-27,219 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 24,288

Change-24,288 (-100%)

Value—

NewEdge Wealth, LLC

N/A

Shares— from 22,686

Change-22,686 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 22,561

Change-22,561 (-100%)

Value—

Scotia Capital Inc.

N/A

Shares— from 21,976

Change-21,976 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 21,026

Change-21,026 (-100%)

Value—

Trivium Point Advisory, LLC

N/A

Shares— from 19,109

Change-19,109 (-100%)

Value—

Gladstone Institutional Advisory LLC

N/A

Shares— from 16,765

Change-16,765 (-100%)

Value—

Richmond Brothers, Inc.

N/A

Shares— from 15,897

Change-15,897 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 14,809

Change-14,809 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 14,356

Change-14,356 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 13,829

Change-13,829 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 13,588

Change-13,588 (-100%)

Value—

Stokes Family Office, LLC

N/A

Shares— from 12,792

Change-12,792 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 12,172

Change-12,172 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 11,202

Change-11,202 (-100%)

Value—

SageView Advisory Group, LLC

N/A

Shares— from 10,536

Change-10,536 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 8,923

Change-8,923 (-100%)

Value—

Prelude Capital Management, LLC

N/A

Shares— from 8,910

Change-8,910 (-100%)

Value—

Financial Engines Advisors L.L.C.

N/A

Shares— from 8,731

Change-8,731 (-100%)

Value—

Bcwm, LLC

N/A

Shares— from 8,397

Change-8,397 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 8,354

Change-8,354 (-100%)

Value—

Avise Financial Cooperative, Inc.

N/A

Shares— from 7,092

Change-7,092 (-100%)

Value—

Maridea Wealth Management LLC

N/A

Shares— from 6,914

Change-6,914 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 6,827

Change-6,827 (-100%)

Value—

Orographic Financial Advisors, LLC

N/A

Shares— from 6,439

Change-6,439 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 6,235

Change-6,235 (-100%)

Value—

Clarity Financial LLC

N/A

Shares— from 6,101

Change-6,101 (-100%)

Value—

Marshall Financial Group, LLC

N/A

Shares— from 6,093

Change-6,093 (-100%)

Value—

FWL Investment Management, LLC

N/A

Shares— from 6,064

Change-6,064 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 5,750

Change-5,750 (-100%)

Value—

Signet Private Wealth LLC

N/A

Shares— from 5,250

Change-5,250 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 4,717

Change-4,717 (-100%)

Value—

Atlanta Consulting Group Advisors, LLC

N/A

Shares— from 4,646

Change-4,646 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 4,590

Change-4,590 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 4,256

Change-4,256 (-100%)

Value—

RED Reef Advisors LLC

N/A

Shares— from 3,865

Change-3,865 (-100%)

Value—

Boothbay Fund Management, LLC

N/A

Shares— from 3,850

Change-3,850 (-100%)

Value—

Buffalo Business & Estate Services LTD

N/A

Shares— from 3,818

Change-3,818 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 3,118

Change-3,118 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 2,660

Change-2,660 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 2,025

Change-2,025 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 1,650

Change-1,650 (-100%)

Value—

Quarry LP

N/A

Shares— from 1,440

Change-1,440 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 1,112

Change-1,112 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 876

Change-876 (-100%)

Value—

GeoWealth Management, LLC

N/A

Shares— from 794

Change-794 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 618

Change-618 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 588

Change-588 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 536

Change-536 (-100%)

Value—

FMR LLC

N/A

Shares— from 327

Change-327 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 307

Change-307 (-100%)

Value—

Synergy Investment Management, LLC

N/A

Shares— from 237

Change-237 (-100%)

Value—

Prosperity Bancshares Inc

N/A

Shares— from 232

Change-232 (-100%)

Value—

Howe & Rusling Inc

N/A

Shares— from 200

Change-200 (-100%)

Value—

Frazier Financial Advisors, LLC

N/A

Shares— from 130

Change-130 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 115

Change-115 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 114

Change-114 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 66

Change-66 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 47

Change-47 (-100%)

Value—

Johnson Financial Group, Inc.

N/A

Shares— from 40

Change-40 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 20

Change-20 (-100%)

Value—

Lavaca Capital LLC

N/A

Shares— from 9

Change-9 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1

Change-1 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 0

Change0

Value—

	Status
Mirae Asset Global Investments Co., Ltd.	INCREASED	1,183,222	789,777	+393,445	+50%	$51.4M	$65.6M	+$14.2M	2026-11-03
Midland Wealth Advisors, LLC	DECREASED	1,118,454	1,624,765	-506,311	-31%	$105.7M	$62.0M	-$43.7M	2026-10-26
LPL Financial LLC	INCREASED	838,246	830,743	+7,503	+1%	$54.1M	$46.5M	-$7.6M	2026-11-06
Capital City Trust Co	INCREASED	798,918	764,715	+34,203	+4%	$49.8M	$44.3M	-$5.5M	2026-10-22
SBI Securities Co., Ltd.	INCREASED	478,563	463,578	+14,985	+3%	$30.2M	$26.5M	-$3.6M	2026-10-22
Valtinson Bruner Financial Planning LLC	DECREASED	277,626	335,469	-57,843	-17%	$21.8M	$15.4M	-$6.4M	2026-11-02
Retirement Financial Solutions, LLC	INCREASED	240,044	220,523	+19,521	+9%	$14.4M	$13.3M	-$1.0M	2026-10-20
Savant Capital, LLC	INCREASED	174,847	167,592	+7,255	+4%	$10.9M	$9.7M	-$1.2M	2026-11-06
Sellwood Investment Partners LLC	INCREASED	137,695	128,316	+9,379	+7%	$8.4M	$7.6M	-$715.6K	2026-11-03
Professional Financial Management, Inc.	INCREASED	123,807	121,134	+2,673	+2%	$7.9M	$6.9M	-$1.0M	2026-10-22
Fermata Advisors, LLC	INCREASED	105,681	81,037	+24,644	+30%	$5.3M	$5.9M	+$586.1K	2026-10-13
PNC Financial Services Group, Inc.	DECREASED	100,919	108,677	-7,758	-7%	$7.1M	$5.6M	-$1.5M	2026-11-06
Elevation Point Wealth Partners, LLC	NEW	97,014	—	+97,014	—	—	$5.4M	—	2026-11-05
Clear Investment Research, LLC	INCREASED	88,191	80,291	+7,900	+10%	$5.2M	$4.9M	-$335.2K	2026-11-06
Tectonic Advisors LLC	INCREASED	85,024	74,544	+10,480	+14%	$4.9M	$4.7M	-$136.7K	2026-10-22
NBT Bank, N.A.	DECREASED	79,030	126,670	-47,640	-38%	$8.2M	$4.4M	-$3.9M	2026-10-21
Columbus Macro, LLC	NEW	76,180	—	+76,180	—	—	$4.2M	—	2026-10-14
Fluent Financial, LLC	DECREASED	74,109	254,318	-180,209	-71%	$16.6M	$4.1M	-$12.4M	2026-10-13
Mills Wealth Advisors LLC	NEW	63,643	—	+63,643	—	—	$3.5M	—	2026-10-22
Independent Financial Group, LLC	INCREASED	62,718	38,089	+24,629	+65%	$2.5M	$3.5M	+$998.9K	2026-10-13
Beverly Hills Private Wealth, LLC	DECREASED	59,370	79,468	-20,098	-25%	$5.2M	$3.3M	-$1.9M	2026-11-04
Nottingham Advisors, Inc.	UNCHANGED	48,465	48,465	0	0%	$3.0M	$2.7M	-$320.4K	2026-10-29
Meridian Wealth Management, LLC	INCREASED	45,347	43,247	+2,100	+5%	$2.8M	$2.5M	-$300.0K	2026-11-05
Cambridge Investment Research Advisors, Inc.	INCREASED	35,783	17,051	+18,732	+110%	$1.1M	$2.0K	-$1.1M	2026-11-02
Compass Financial Management LLC	DECREASED	34,959	35,119	-160	0%	$2.3M	$1.9M	-$347.1K	2026-10-30
Decker Retirement Planning Inc.	INCREASED	33,051	28,575	+4,476	+16%	$1.9M	$1.8M	-$27.0K	2026-10-19
Perigon Wealth Management, LLC	NEW	27,668	—	+27,668	—	—	$1.5M	—	2026-10-22
RHS Financial, LLC	NEW	26,447	—	+26,447	—	—	$1.5M	—	2026-10-13
Englebert Financial Advisers, LLC	INCREASED	24,985	23,579	+1,406	+6%	$1.5M	$1.4M	-$149.1K	2026-10-20
Lifetime Wealth Management P.C.	DECREASED	23,051	23,637	-586	-2%	$1.5M	$1.3M	-$260.1K	2026-10-29
Conrad Siegel Investment Advisors, Inc.	INCREASED	21,685	21,004	+681	+3%	$1.4M	$1.2M	-$164.5K	2026-10-08
Imc-Chicago, LLC	NEW	20,804	—	+20,804	—	—	$1.2M	—	2026-11-05
Commonwealth Equity Services, LLC	INCREASED	20,761	14,629	+6,132	+42%	$952.1K	$1.2M	+$199.1K	2026-11-02
Argentarii, LLC	INCREASED	19,064	17,624	+1,440	+8%	$1.1M	$1.1M	+$5.5K	2026-10-28
Cassaday & Co Wealth Management LLC	DECREASED	18,301	52,741	-34,440	-65%	$3.4M	$1.0M	-$2.4M	2026-10-27
Simplex Trading, LLC	INCREASED	15,783	8,120	+7,663	+94%	$528.4K	$875.2K	+$346.7K	2026-11-04
Guidance Capital, Inc	DECREASED	14,217	14,322	-105	-1%	$885.0K	$847.2K	-$37.8K	2026-11-03
Park Avenue Securities LLC	INCREASED	13,475	12,650	+825	+7%	$823.0K	$747	-$822.3K	2026-10-26
Wealth Enhancement Advisory Services, LLC	INCREASED	12,432	11,175	+1,257	+11%	$695.7K	$684.0K	-$11.6K	2026-10-13
Creative Planning	INCREASED	12,116	10,814	+1,302	+12%	$703.8K	$671.8K	-$32.0K	2026-11-02
Fifth Third Bancorp	INCREASED	10,195	15	+10,180	+67867%	$976	$565.3K	+$564.3K	2026-11-05
Legacy Private Trust Co.	DECREASED	9,744	11,147	-1,403	-13%	$725.4K	$540.3K	-$185.1K	2026-10-06
Leading Edge Financial Planning LLC	INCREASED	9,711	9,509	+202	+2%	$618.8K	$538.5K	-$80.4K	2026-10-23
Farther Finance Advisors, LLC	DECREASED	9,400	15,053	-5,653	-38%	$980.1K	$521.2K	-$458.9K	2026-10-08
Haven Private, LLC	INCREASED	8,579	7,956	+623	+8%	$517.8K	$475.7K	-$42.1K	2026-10-27
Sage Investment Counsel LLC	INCREASED	7,600	3,400	+4,200	+124%	$221.3K	$421.4K	+$200.1K	2026-10-26
PFG Advisors	INCREASED	7,443	6,226	+1,217	+20%	$405.2K	$412.7K	+$7.5K	2026-10-16
Quadcap Wealth Management, LLC	UNCHANGED	7,285	7,285	0	0%	$474.1K	$404.0K	-$70.2K	2026-11-02
Asset One Wealth Management LLC	NEW	6,632	—	+6,632	—	—	$367.7K	—	2026-11-02
Gilman Hill Asset Management, LLC	UNCHANGED	6,050	6,050	0	0%	$393.7K	$335.5K	-$58.3K	2026-10-13
Galvin, Gaustad & Stein, LLC	NEW	5,815	—	+5,815	—	—	$322.4K	—	2026-10-08
Koshinski Asset Management, Inc.	DECREASED	5,106	5,354	-248	-5%	$348.5K	$283.1K	-$65.3K	2026-10-29
TriaGen Wealth Management LLC	INCREASED	5,040	4,679	+361	+8%	$304.5K	$279.5K	-$25.0K	2026-10-14
Sanders Morris Harris LLC	NEW	5,000	—	+5,000	—	—	$286.9K	—	2026-10-14
J. Safra Sarasin Holding AG	INCREASED	4,740	4,348	+392	+9%	$283.1K	$262.8K	-$20.2K	2026-10-26
Balefire, LLC	DECREASED	4,376	4,601	-225	-5%	$299.4K	$242.6K	-$56.8K	2026-10-09
Paragon Advisors, LLC	DECREASED	4,174	4,188	-14	0%	$272.6K	$231.4K	-$41.1K	2026-11-03
CWC Advisors, Llc.	DECREASED	4,114	6,084	-1,970	-32%	$395.9K	$228.1K	-$167.8K	2026-10-15
New Harbor Financial Group, LLC	NEW	3,900	—	+3,900	—	—	$216.3K	—	2026-10-22
Freestate Advisors LLC	INCREASED	3,776	3,767	+9	+0%	$245.1K	$209.4K	-$35.7K	2026-10-09
Ares Financial Consulting, LLC	DECREASED	3,583	3,835	-252	-7%	$249.6K	$198.7K	-$50.9K	2026-10-19
Private Trust Co NA	UNCHANGED	3,070	3,070	0	0%	$199.8K	$170.2K	-$29.6K	2026-10-20
Gladwyn Financial Advisors, Inc.	INCREASED	1,554	1,413	+141	+10%	$92.0K	$86.2K	-$5.8K	2026-10-05
Beacon Capital Management, Inc.	DECREASED	1,243	1,488	-245	-16%	$96.8K	$68.9K	-$27.9K	2026-10-13
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	700	700	0	0%	$45.6K	$38.8K	-$6.7K	2026-10-27
IFP Advisors, Inc	DECREASED	566	711	-145	-20%	$46.3K	$31.4K	-$14.9K	2026-10-16
Marshall & Sterling Wealth Advisors Inc.	UNCHANGED	485	485	0	0%	$31.6K	$26.9K	-$4.7K	2026-10-28
Whipplewood Advisors, LLC	INCREASED	463	404	+59	+15%	$26.3K	$25.7K	-$619	2026-10-20
Pflug Koory, LLC	UNCHANGED	336	336	0	0%	$21.9K	$18.6K	-$3.2K	2026-10-26
Transce3nd, LLC	NEW	221	—	+221	—	—	$12.8K	—	2026-10-26
Blueline Advisors LLC	NEW	220	—	+220	—	—	$12.2K	—	2026-10-15
Quest 10 Wealth Builders, Inc.	UNCHANGED	181	181	0	0%	$11.8K	$10.0K	-$1.7K	2026-11-02
TD Waterhouse Canada Inc.	UNCHANGED	100	100	0	0%	$6.3K	$5.5K	-$862	2026-10-16
Asset Dedication, LLC	NEW	91	—	+91	—	—	$5.0K	—	2026-11-03
Noble Wealth Management PBC	UNCHANGED	80	80	0	0%	$5.2K	$4.4K	-$770	2026-10-01
Creative Financial Designs Inc	DECREASED	54	2,041	-1,987	-97%	$132.8K	$3.0K	-$129.8K	2026-11-04
Team Financial Group, LLC	NEW	31	—	+31	—	—	$1.7K	—	2026-10-30
Lanark Financial, Inc.	NEW	23	—	+23	—	—	$1.3K	—	2026-10-26
Markowski Investments	UNCHANGED	23	23	0	0%	$1.5K	$1.3K	-$222	2026-10-30
Angeles Wealth Management, LLC	UNCHANGED	19	19	0	0%	$1.2K	$1.1K	-$183	2026-10-26
Concord Wealth Partners	NEW	16	—	+16	—	—	$887	—	2026-11-02
Costello Asset Management, Inc	UNCHANGED	11	11	0	0%	$723	$624	-$99	2026-10-30
Root Financial Partners, LLC	NEW	9	—	+9	—	—	$499	—	2026-10-21
Lloyd Advisory Services, Llc.	UNCHANGED	7	7	0	0%	$459	$396	-$63	2026-11-02
Sigma Planning Corp	CLOSED	0	35,302	-35,302	-100%	$2.3M	$0	-$2.3M	2026-10-23
Citigroup Inc	CLOSED	0	24,564	-24,564	-100%	$1.6M	$0	-$1.6M	2026-11-04
Rareview Capital LLC	CLOSED	0	18,894	-18,894	-100%	$1.3M	$0	-$1.3M	2026-11-05
Johnson & White Wealth Management, LLC	CLOSED	0	11,413	-11,413	-100%	$742.7K	$0	-$742.7K	2026-11-03
Harpswell Capital Advisors, LLC	CLOSED	0	10,825	-10,825	-100%	$704.5K	$0	-$704.5K	2026-10-09
Inscription Capital, LLC	CLOSED	0	8,859	-8,859	-100%	$576.5K	$0	-$576.5K	2026-11-02
EverSource Wealth Advisors, LLC	CLOSED	0	6,600	-6,600	-100%	$429.5K	$0	-$429.5K	2026-11-04
Brighton Jones LLC	CLOSED	0	6,007	-6,007	-100%	$390.9K	$0	-$390.9K	2026-11-03
Vanguard Capital Wealth Advisors	CLOSED	0	3,609	-3,609	-100%	$234.9K	$0	-$234.9K	2026-10-16
Capital Investment Counsel, Inc	CLOSED	0	3,500	-3,500	-100%	$227.8K	$0	-$227.8K	2026-10-20
SwitchPoint Financial Planning, LLC	CLOSED	0	3,474	-3,474	-100%	$226.1K	$0	-$226.1K	2026-11-02
Sharkey, Howes & Javer	CLOSED	0	3,414	-3,414	-100%	$222.2K	$0	-$222.2K	2026-10-22
RFG Advisory, LLC	CLOSED	0	3,194	-3,194	-100%	$207.8K	$0	-$207.8K	2026-11-03
Carrera Capital Advisors	CLOSED	0	3,155	-3,155	-100%	$205.3K	$0	-$205.3K	2026-11-03
DecisionPoint Financial, LLC	CLOSED	0	400	-400	-100%	$25.4K	$0	-$25.4K	2026-10-27
Flagship Wealth Advisors, LLC	CLOSED	0	208	-208	-100%	$13.5K	$0	-$13.5K	2026-11-03
Blue Trust, Inc.	CLOSED	0	72	-72	-100%	$4.7K	$0	-$4.7K	2026-10-15
Mather Group, Llc.	CLOSED	0	68	-68	-100%	$4.4K	$0	-$4.4K	2026-10-14
Gamma Investing LLC	CLOSED	0	5	-5	-100%	$325	$0	-$325	2026-10-08
Bank of America Corp	N/A	—	1,535,349	-1,535,349	-100%	$99.9M	—	—	—
Morgan Stanley	N/A	—	884,309	-884,309	-100%	$57.6M	—	—	—
RWA Wealth Partners, LLC	N/A	—	875,815	-875,815	-100%	$57.0M	—	—	—
Hantz Financial Services, Inc.	N/A	—	736,865	-736,865	-100%	$48.0M	—	—	—
Citadel Advisors LLC	N/A	—	433,355	-433,355	-100%	$28.2M	—	—	—
EP Wealth Advisors, LLC	N/A	—	369,723	-369,723	-100%	$24.1M	—	—	—
Cadence Wealth Management LLC	N/A	—	275,654	-275,654	-100%	$17.9M	—	—	—
Alliancebernstein L.P.	N/A	—	260,730	-260,730	-100%	$16.9M	—	—	—
Hamilton Capital Partners Inc.	N/A	—	227,755	-227,755	-100%	$14.8M	—	—	—
Harvest Portfolios Group Inc.	N/A	—	221,743	-221,743	-100%	$14.4M	—	—	—
One Wealth Map LLC	N/A	—	221,145	-221,145	-100%	$13.3M	—	—	—
MML Investors Services, LLC	N/A	—	219,406	-219,406	-100%	$14.3M	—	—	—
Cetera Investment Advisers	N/A	—	208,896	-208,896	-100%	$13.6M	—	—	—
Tidal Investments LLC	N/A	—	190,626	-190,626	-100%	$12.4M	—	—	—
Wells Fargo & Company	N/A	—	185,197	-185,197	-100%	$12.1M	—	—	—
Quadrature Capital Ltd	N/A	—	177,530	-177,530	-100%	$11.6M	—	—	—
Jump Financial, LLC	N/A	—	177,514	-177,514	-100%	$11.6M	—	—	—
Ameriprise Financial Inc	N/A	—	174,551	-174,551	-100%	$11.4M	—	—	—
National Bank of Canada	N/A	—	164,104	-164,104	-100%	$10.7M	—	—	—
UBS Group AG	N/A	—	160,476	-160,476	-100%	$10.4M	—	—	—
Flow Traders U.S. LLC	N/A	—	158,645	-158,645	-100%	$10.3M	—	—	—
Institute for Wealth Management, Llc.	N/A	—	122,588	-122,588	-100%	$8.0M	—	—	—
Royal Bank of Canada	N/A	—	109,672	-109,672	-100%	$7.1M	—	—	—
Susquehanna International Group, LLP	N/A	—	106,334	-106,334	-100%	$6.9M	—	—	—
Advisory Services Network, LLC	N/A	—	95,810	-95,810	-100%	$6.2M	—	—	—
Causey Wealth LLC	N/A	—	92,337	-92,337	-100%	$6.0M	—	—	—
Baird Financial Group, Inc.	N/A	—	92,039	-92,039	-100%	$6.0M	—	—	—
RiverFront Investment Group, LLC	N/A	—	91,887	-91,887	-100%	$6.0M	—	—	—
Northern Trust Corp	N/A	—	86,178	-86,178	-100%	$5.6M	—	—	—
Osaic Holdings, Inc.	N/A	—	83,323	-83,323	-100%	$5.4M	—	—	—
&partners	N/A	—	72,509	-72,509	-100%	$4.7M	—	—	—
Goldman Sachs Group Inc	N/A	—	69,830	-69,830	-100%	$4.5M	—	—	—
Sankala Group LLC	N/A	—	67,078	-67,078	-100%	$4.0M	—	—	—
Captrust Financial Advisors	N/A	—	65,553	-65,553	-100%	$4.3M	—	—	—
Raymond James Financial Inc	N/A	—	60,230	-60,230	-100%	$3.9M	—	—	—
First Commonwealth Financial Corp	N/A	—	56,444	-56,444	-100%	$3.7M	—	—	—
Envestnet Asset Management Inc	N/A	—	52,154	-52,154	-100%	$3.4M	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	47,211	-47,211	-100%	$3.1M	—	—	—
Jones Financial Companies Lllp	N/A	—	38,582	-38,582	-100%	$2.5M	—	—	—
GTS Securities LLC	N/A	—	31,299	-31,299	-100%	$2.0M	—	—	—
Fiduciary Financial Advisors	N/A	—	27,219	-27,219	-100%	$1.8M	—	—	—
HighTower Advisors, LLC	N/A	—	24,288	-24,288	-100%	$1.6M	—	—	—
NewEdge Wealth, LLC	N/A	—	22,686	-22,686	-100%	$1.5M	—	—	—
Mariner, LLC	N/A	—	22,561	-22,561	-100%	$1.5M	—	—	—
Scotia Capital Inc.	N/A	—	21,976	-21,976	-100%	$1.4M	—	—	—
Stifel Financial Corp	N/A	—	21,026	-21,026	-100%	$1.4M	—	—	—
Trivium Point Advisory, LLC	N/A	—	19,109	-19,109	-100%	$1.2M	—	—	—
Gladstone Institutional Advisory LLC	N/A	—	16,765	-16,765	-100%	$1.1M	—	—	—
Richmond Brothers, Inc.	N/A	—	15,897	-15,897	-100%	$1.0M	—	—	—
MAI Capital Management	N/A	—	14,809	-14,809	-100%	$963.8K	—	—	—
AE Wealth Management LLC	N/A	—	14,356	-14,356	-100%	$934.3K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	13,829	-13,829	-100%	$900.0K	—	—	—
JPMorgan Chase & Co	N/A	—	13,588	-13,588	-100%	$900.0K	—	—	—
Stokes Family Office, LLC	N/A	—	12,792	-12,792	-100%	$832.5K	—	—	—
Kovack Advisors, Inc.	N/A	—	12,172	-12,172	-100%	$790.5K	—	—	—
NewEdge Advisors, LLC	N/A	—	11,202	-11,202	-100%	$729.0K	—	—	—
SageView Advisory Group, LLC	N/A	—	10,536	-10,536	-100%	$685.7K	—	—	—
World Investment Advisors	N/A	—	8,923	-8,923	-100%	$580.5K	—	—	—
Prelude Capital Management, LLC	N/A	—	8,910	-8,910	-100%	$579.9K	—	—	—
Financial Engines Advisors L.L.C.	N/A	—	8,731	-8,731	-100%	$568.2K	—	—	—
Bcwm, LLC	N/A	—	8,397	-8,397	-100%	$546.5K	—	—	—
Two Sigma Securities, LLC	N/A	—	8,354	-8,354	-100%	$543.7K	—	—	—
Avise Financial Cooperative, Inc.	N/A	—	7,092	-7,092	-100%	$461.5K	—	—	—
Maridea Wealth Management LLC	N/A	—	6,914	-6,914	-100%	$450.0K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	6,827	-6,827	-100%	$444.3K	—	—	—
Orographic Financial Advisors, LLC	N/A	—	6,439	-6,439	-100%	$383	—	—	—
Equitable Holdings, Inc.	N/A	—	6,235	-6,235	-100%	$405.8K	—	—	—
Clarity Financial LLC	N/A	—	6,101	-6,101	-100%	$397.1K	—	—	—
Marshall Financial Group, LLC	N/A	—	6,093	-6,093	-100%	$396.6K	—	—	—
FWL Investment Management, LLC	N/A	—	6,064	-6,064	-100%	$394.6K	—	—	—
Janney Montgomery Scott LLC	N/A	—	5,750	-5,750	-100%	$374.0K	—	—	—
Signet Private Wealth LLC	N/A	—	5,250	-5,250	-100%	$341.7K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	4,717	-4,717	-100%	$307.0K	—	—	—
Atlanta Consulting Group Advisors, LLC	N/A	—	4,646	-4,646	-100%	$302.4K	—	—	—
IEQ Capital, LLC	N/A	—	4,590	-4,590	-100%	$298.7K	—	—	—
IHT Wealth Management, LLC	N/A	—	4,256	-4,256	-100%	$277.0K	—	—	—
RED Reef Advisors LLC	N/A	—	3,865	-3,865	-100%	$251.5K	—	—	—
Boothbay Fund Management, LLC	N/A	—	3,850	-3,850	-100%	$250.6K	—	—	—
Buffalo Business & Estate Services LTD	N/A	—	3,818	-3,818	-100%	$248.5K	—	—	—
Tudor Investment Corp ET AL	N/A	—	3,118	-3,118	-100%	$202.9K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	2,660	-2,660	-100%	$173.2K	—	—	—
Global Retirement Partners, LLC	N/A	—	2,025	-2,025	-100%	$131.8K	—	—	—
Rothschild Investment LLC	N/A	—	1,650	-1,650	-100%	$107.4K	—	—	—
Quarry LP	N/A	—	1,440	-1,440	-100%	$93.7K	—	—	—
Qube Research & Technologies Ltd	N/A	—	1,112	-1,112	-100%	$72.4K	—	—	—
Harbour Investments, Inc.	N/A	—	876	-876	-100%	$57.0K	—	—	—
GeoWealth Management, LLC	N/A	—	794	-794	-100%	$51.7K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	618	-618	-100%	$40.2K	—	—	—
Arax Advisory Partners	N/A	—	588	-588	-100%	$38.3K	—	—	—
Continuum Advisory, LLC	N/A	—	536	-536	-100%	$34.9K	—	—	—
FMR LLC	N/A	—	327	-327	-100%	$21.3K	—	—	—
Group One Trading LLC	N/A	—	307	-307	-100%	$20.0K	—	—	—
Synergy Investment Management, LLC	N/A	—	237	-237	-100%	$15.4K	—	—	—
Prosperity Bancshares Inc	N/A	—	232	-232	-100%	$15.1K	—	—	—
Howe & Rusling Inc	N/A	—	200	-200	-100%	$13.0K	—	—	—
Frazier Financial Advisors, LLC	N/A	—	130	-130	-100%	$8.5K	—	—	—
BNP Paribas Financial Markets	N/A	—	115	-115	-100%	$7.5K	—	—	—
Bank of Montreal	N/A	—	114	-114	-100%	$7.4K	—	—	—
BFC Planning, Inc.	N/A	—	66	-66	-100%	$4.3K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	47	-47	-100%	$3.1K	—	—	—
Johnson Financial Group, Inc.	N/A	—	40	-40	-100%	$2.6K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	20	-20	-100%	$1.3K	—	—	—
Lavaca Capital LLC	N/A	—	9	-9	-100%	$586	—	—	—
Aptus Capital Advisors, LLC	N/A	—	1	-1	-100%	$65	—	—	—
Huntington National Bank	N/A	—	1	-1	-100%	$65	—	—	—
Smartleaf Asset Management LLC	N/A	—	0	0	—	$14	—	—	—

Showing 209 of 209 institutions