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Vanguard Consumer Discre ETF (VCR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares197,303 from 203,108
Change-5,805 (-3%)
Value$72.0M (-$8.6M)
Filed 2026-11-06
Beacon Capital Management, Inc.
DECREASED
Shares155,928 from 160,454
Change-4,526 (-3%)
Value$56.9M (-$6.8M)
Filed 2026-10-13
Lido Advisors, LLC
INCREASED
Shares103,298 from 89,614
Change+13,684 (+15%)
Value$37.7M (+$2.1M)
Filed 2026-11-04
KCM Investment Advisors LLC
DECREASED
Shares87,532 from 89,699
Change-2,167 (-2%)
Value$31.9M (-$3.7M)
Filed 2026-10-27
Auto-Owners Insurance Co
UNCHANGED
Shares80,700 from 80,700
Change0 (0%)
Value$29.6M (-$2.4M)
Filed 2026-10-15
Concurrent Investment Advisors, LLC
INCREASED
Shares49,474 from 16,298
Change+33,176 (+204%)
Value$18.0M (+$11.6M)
Filed 2026-10-16
PNC Financial Services Group, Inc.
DECREASED
Shares48,829 from 50,104
Change-1,275 (-3%)
Value$17.8M (-$2.1M)
Filed 2026-11-06
Spire Wealth Management
DECREASED
Shares34,701 from 36,002
Change-1,301 (-4%)
Value$12.7M (-$1.6M)
Filed 2026-10-30
Hobart Private Capital, LLC
INCREASED
Shares30,905 from 30,183
Change+722 (+2%)
Value$11.3M (-$700.4K)
Filed 2026-10-19
Trust Co of Oklahoma
DECREASED
Shares30,870 from 31,726
Change-856 (-3%)
Value$11.3M (-$1.3M)
Filed 2026-10-15
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares30,340 from 31,085
Change-745 (-2%)
Value$11.1K (-$12.3M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares30,074 from 31,351
Change-1,277 (-4%)
Value$11.0M (-$1.5M)
Filed 2026-11-02
Assetmark, Inc
DECREASED
Shares30,053 from 37,305
Change-7,252 (-19%)
Value$11.0M (-$3.8M)
Filed 2026-10-21
Strengthening Families & Communities, LLC
INCREASED
Shares28,171 from 28,055
Change+116 (+0%)
Value$10.3M (-$853.6K)
Filed 2026-10-21
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares27,333 from 28,470
Change-1,137 (-4%)
Value$10.0M (-$1.3M)
Filed 2026-10-05
Gibraltar Capital Management, Inc.
UNCHANGED
Shares25,005 from 25,005
Change0 (0%)
Value$9.1M (-$798.4K)
Filed 2026-10-27
Southern Capital Services Inc
INCREASED
Shares23,631 from 22,845
Change+786 (+3%)
Value$8.6M (-$442.7K)
Filed 2026-10-19
Truist Financial Corp
DECREASED
Shares22,752 from 23,431
Change-679 (-3%)
Value$8.3M (-$995.8K)
Filed 2026-10-30
Junk Investment Group, LLC
INCREASED
Shares22,691 from 20,915
Change+1,776 (+8%)
Value$8.3M (-$20.1K)
Filed 2026-10-19
Bailard, Inc.
DECREASED
Shares22,544 from 23,585
Change-1,041 (-4%)
Value$8.2M (-$1.1M)
Filed 2026-10-13
Westside Investment Management, Inc.
INCREASED
Shares21,552 from 21,481
Change+71 (+0%)
Value$7.9M (-$648.1K)
Filed 2026-11-02
Altura Wealth Advisors Inc.
INCREASED
Shares20,864 from 19,595
Change+1,269 (+6%)
Value$7.6M (-$162.9K)
Filed 2026-10-22
Founders Grove Wealth Partners, LLC
INCREASED
Shares20,663 from 20,368
Change+295 (+1%)
Value$7.5M (-$542.8K)
Filed 2026-10-16
Merrithew & Thorsten Inc
INCREASED
Shares19,444 from 18,552
Change+892 (+5%)
Value$7.1M (-$265.9K)
Filed 2026-11-06
Financial Freedom, LLC
DECREASED
Shares17,913 from 18,014
Change-101 (-1%)
Value$6.5M (-$611.9K)
Filed 2026-11-06
Bellwether Advisors, LLC
NEW
Shares17,793
Change+17,793
Value$6.5M
Filed 2026-11-09
Bonfire Financial
INCREASED
Shares17,424 from 16,943
Change+481 (+3%)
Value$6.4M (-$364.7K)
Filed 2026-11-06
Kestra Advisory Services, LLC
INCREASED
Shares16,685 from 11,782
Change+4,903 (+42%)
Value$6.1M (+$1.4M)
Filed 2026-11-02
Park National Corp
INCREASED
Shares15,263 from 15,006
Change+257 (+2%)
Value$5.6M (-$385.4K)
Filed 2026-10-05
Apollon Financial, LLC
DECREASED
Shares14,941 from 15,702
Change-761 (-5%)
Value$5.4M (-$779.0K)
Filed 2026-10-23
Salomon & Ludwin, LLC
DECREASED
Shares13,594 from 13,651
Change-57 (0%)
Value$5.0M (-$481.4K)
Filed 2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares13,442 from 13,398
Change+44 (+0%)
Value$3.7M (-$201.7K)
Filed 2026-10-13
Creative Planning
INCREASED
Shares13,083 from 12,307
Change+776 (+6%)
Value$4.8M (-$109.9K)
Filed 2026-11-02
Triangle Securities Wealth Management
INCREASED
Shares12,644 from 12,296
Change+348 (+3%)
Value$4.6M (-$265.6K)
Filed 2026-10-14
Merit Financial Group, LLC
DECREASED
Shares12,598 from 12,820
Change-222 (-2%)
Value$4.6M (-$490.5K)
Filed 2026-11-06
Bank of Montreal
DECREASED
Shares11,317 from 11,643
Change-326 (-3%)
Value$4.1M (-$490.6K)
Filed 2026-11-09
Fifth Third Bancorp
INCREASED
Shares10,689 from 10,448
Change+241 (+2%)
Value$3.9M (-$245.6K)
Filed 2026-11-05
PFG Advisors
DECREASED
Shares10,624 from 10,680
Change-56 (-1%)
Value$3.9M (-$361.4K)
Filed 2026-10-16
AlphaCore Capital LLC
DECREASED
Shares10,495 from 11,135
Change-640 (-6%)
Value$3.8M (-$588.9K)
Filed 2026-11-04
Atlas Capital Advisors Inc.
DECREASED
Shares9,492 from 10,115
Change-623 (-6%)
Value$1.8M (-$2.2M)
Filed 2026-11-09
Wall Street Financial Group, Inc.
DECREASED
Shares9,450 from 10,201
Change-751 (-7%)
Value$3.4M (-$599.8K)
Filed 2026-11-09
TD Waterhouse Canada Inc.
INCREASED
Shares8,797 from 7,122
Change+1,675 (+24%)
Value$3.2M (+$375.3K)
Filed 2026-10-16
Praetorian Wealth Management, Inc.
DECREASED
Shares8,555 from 8,691
Change-136 (-2%)
Value$3.1M (-$327.1K)
Filed 2026-10-16
WBH Advisory Inc
DECREASED
Shares8,321 from 8,830
Change-509 (-6%)
Value$3.0M (-$467.4K)
Filed 2026-11-05
AGF Management LTD
INCREASED
Shares8,307 from 7,979
Change+328 (+4%)
Value$3.0M (-$135.2K)
Filed 2026-11-03
Royal Fund Management, LLC
INCREASED
Shares8,207 from 7,513
Change+694 (+9%)
Value$3.0M (+$13.2K)
Filed 2026-10-22
Capital Asset Advisory Services LLC
DECREASED
Shares8,103 from 8,279
Change-176 (-2%)
Value$3.1M (-$170.0K)
Filed 2026-10-30
Sharper & Granite LLC
DECREASED
Shares7,981 from 8,509
Change-528 (-6%)
Value$2.9M (-$509.3K)
Filed 2026-11-02
AMI Investment Management Inc
INCREASED
Shares7,610 from 7,434
Change+176 (+2%)
Value$2.8M (-$173.2K)
Filed 2026-10-27
N.E.W. Advisory Services LLC
INCREASED
Shares7,156 from 7,154
Change+2 (+0%)
Value$2.6M (-$227.7K)
Filed 2026-11-09
Bokf, NA
DECREASED
Shares7,024 from 7,099
Change-75 (-1%)
Value$2.6M (-$254.0K)
Filed 2026-10-27
Capital Management Associates, Inc
INCREASED
Shares6,922 from 6,254
Change+668 (+11%)
Value$2.5M (+$44.1K)
Filed 2026-10-20
Evolution Wealth Advisors, LLC
INCREASED
Shares6,892 from 1,375
Change+5,517 (+401%)
Value$2.5M (+$2.0M)
Filed 2026-11-03
Oppenheimer & Co Inc
INCREASED
Shares6,743 from 6,124
Change+619 (+10%)
Value$2.5M (+$30.2K)
Filed 2026-10-26
Harbour Investments, Inc.
DECREASED
Shares6,592 from 6,891
Change-299 (-4%)
Value$2.4M (-$328.9K)
Filed 2026-11-09
Dagco, Inc.
DECREASED
Shares6,437 from 6,687
Change-250 (-4%)
Value$2.3M (-$304.5K)
Filed 2026-10-20
Bank of New York Mellon Corp
INCREASED
Shares6,363 from 3,811
Change+2,552 (+67%)
Value$2.3M (+$809.0K)
Filed 2026-11-05
First Financial Corp
DECREASED
Shares6,359 from 7,277
Change-918 (-13%)
Value$2.3M (-$567.1K)
Filed 2026-10-13
Fischer Financial Services, Inc.
DECREASED
Shares6,003 from 6,038
Change-35 (-1%)
Value$2.2M (-$205.6K)
Filed 2026-10-30
HB Wealth Management, LLC
INCREASED
Shares5,806 from 5,732
Change+74 (+1%)
Value$2.1M (-$156.3K)
Filed 2026-10-23
Odyssey Capital Advisors, Inc.
DECREASED
Shares5,573 from 5,810
Change-237 (-4%)
Value$2.0M (-$272.2K)
Filed 2026-10-26
Citigroup Inc
DECREASED
Shares5,564 from 7,009
Change-1,445 (-21%)
Value$2.0M (-$750.8K)
Filed 2026-11-04
First Bancorp, Inc
UNCHANGED
Shares5,035 from 5,035
Change0 (0%)
Value$1.8M (-$160.8K)
Filed 2026-10-26
Jm2 Capital Inc.
DECREASED
Shares4,869 from 4,874
Change-5 (0%)
Value$1.8M (-$157.5K)
Filed 2026-10-14
Clearstead Advisors, LLC
INCREASED
Shares4,788 from 4,451
Change+337 (+8%)
Value$1.7M (-$19.0K)
Filed 2026-11-06
Daymark Wealth Partners, LLC
DECREASED
Shares4,709 from 4,844
Change-135 (-3%)
Value$1.7M (-$204.0K)
Filed 2026-11-04
Leavell Investment Management, Inc.
DECREASED
Shares4,561 from 4,661
Change-100 (-2%)
Value$1.7M (-$185.2K)
Filed 2026-11-09
KTF Investments, LLC
DECREASED
Shares4,433 from 6,358
Change-1,925 (-30%)
Value$1.6M (-$905.0K)
Filed 2026-10-23
Atria Investments, Inc
INCREASED
Shares4,398 from 4,084
Change+314 (+8%)
Value$1.6M (-$15.9K)
Filed 2026-10-15
Evanson Financial, LLC
INCREASED
Shares4,398 from 4,392
Change+6 (+0%)
Value$1.6M (-$137.9K)
Filed 2026-10-23
Independent Financial Group, LLC
INCREASED
Shares4,314 from 3,999
Change+315 (+8%)
Value$1.6M (-$12.8K)
Filed 2026-10-13
MontVue Capital Management, Inc.
UNCHANGED
Shares4,308 from 4,308
Change0 (0%)
Value$1.6M (-$137.6K)
Filed 2026-10-19
Clarity Wealth Advisors, LLC
DECREASED
Shares4,083 from 4,639
Change-556 (-12%)
Value$1.5M (-$350.9K)
Filed 2026-10-21
Busey Bank
UNCHANGED
Shares4,079 from 4,079
Change0 (0%)
Value$1.5M (-$130.2K)
Filed 2026-10-26
Wealthcare Advisory Partners LLC
INCREASED
Shares4,062 from 3,309
Change+753 (+23%)
Value$1.5M (+$168.8K)
Filed 2026-10-21
Brookstone Capital Management
DECREASED
Shares4,046 from 4,117
Change-71 (-2%)
Value$1.5M (-$157.3K)
Filed 2026-10-22
Parallel Advisors, LLC
INCREASED
Shares3,863 from 3,822
Change+41 (+1%)
Value$1.4M (-$107.1K)
Filed 2026-11-03
PW Nova Financial Services LLC
DECREASED
Shares3,818 from 6,179
Change-2,361 (-38%)
Value$1.4M (-$1.1M)
Filed 2026-10-15
Global Financial Private Client, LLC
DECREASED
Shares3,634 from 3,639
Change-5 (0%)
Value$1.3M (-$118.0K)
Filed 2026-10-15
Baker Avenue Asset Management, LP
DECREASED
Shares3,440 from 3,495
Change-55 (-2%)
Value$1.3M (-$131.5K)
Filed 2026-11-06
NorthCrest Asset Manangement, LLC
DECREASED
Shares3,424 from 3,428
Change-4 (0%)
Value$1.3M (-$70.1K)
Filed 2026-10-13
Prospera Financial Services Inc
DECREASED
Shares3,396 from 3,440
Change-44 (-1%)
Value$1.3M (-$55.4K)
Filed 2026-11-04
Olistico Wealth, LLC
DECREASED
Shares3,373 from 3,389
Change-16 (0%)
Value$1.2M (-$114.1K)
Filed 2026-10-05
Williams Jones Wealth Management, Llc.
DECREASED
Shares3,327 from 3,409
Change-82 (-2%)
Value$1.2M (-$138.8K)
Filed 2026-11-05
Grimes & Co Wealth Management, LLC
DECREASED
Shares3,312 from 5,091
Change-1,779 (-35%)
Value$1.2M (-$811.3K)
Filed 2026-10-29
White Lighthouse Investment Management Inc.
DECREASED
Shares3,232 from 3,990
Change-758 (-19%)
Value$1.2M (-$403.7K)
Filed 2026-10-21
Idaho Trust Co
DECREASED
Shares3,226 from 3,393
Change-167 (-5%)
Value$1.2M (-$169.2K)
Filed 2026-11-04
RCW Management, LLC
DECREASED
Shares3,178 from 3,326
Change-148 (-4%)
Value$1.2M (-$160.2K)
Filed 2026-10-30
J.W. Cole Advisors, Inc.
DECREASED
Shares3,141 from 3,507
Change-366 (-10%)
Value$1.1M (-$245.1K)
Filed 2026-11-05
Keybank National Association
UNCHANGED
Shares2,985 from 2,985
Change0 (0%)
Value$1.1M (-$95.3K)
Filed 2026-11-04
Fifth Third Securities, Inc.
DECREASED
Shares2,975 from 3,017
Change-42 (-1%)
Value$1.1M (-$111.7K)
Filed 2026-10-21
Kwmg, LLC
DECREASED
Shares2,940 from 3,165
Change-225 (-7%)
Value$1.1M (-$183.1K)
Filed 2026-10-07
Modera Wealth Management, LLC
INCREASED
Shares2,876 from 2,473
Change+403 (+16%)
Value$1.0M (+$68.0K)
Filed 2026-10-28
Waldron Private Wealth LLC
UNCHANGED
Shares2,803 from 2,803
Change0 (0%)
Value$1.0M (-$89.5K)
Filed 2026-11-02
Wespac Advisors, LLC
INCREASED
Shares2,635 from 2,403
Change+232 (+10%)
Value$960.9K (+$7.9K)
Filed 2026-10-26
RBA Wealth Management, LLC
INCREASED
Shares2,604 from 2,584
Change+20 (+1%)
Value$949.7K (-$75.2K)
Filed 2026-10-28
Financial Perspectives, Inc
INCREASED
Shares2,536 from 2,448
Change+88 (+4%)
Value$924.9K (-$46.0K)
Filed 2026-11-03
Asset One Wealth Management LLC
INCREASED
Shares2,531 from 2,462
Change+69 (+3%)
Value$923.1K (-$51.9K)
Filed 2026-11-02
Park Avenue Securities LLC
INCREASED
Shares2,527 from 2,360
Change+167 (+7%)
Value$922 (-$935.1K)
Filed 2026-10-26
Northstar Asset Management Co
INCREASED
Shares2,515 from 2,465
Change+50 (+2%)
Value$969.2K (+$52.2K)
Filed 2026-10-22
Farther Finance Advisors, LLC
DECREASED
Shares2,479 from 2,731
Change-252 (-9%)
Value$904.2K (-$179.0K)
Filed 2026-10-08
Cornerstone Wealth Management, LLC
INCREASED
Shares2,473 from 2,463
Change+10 (+0%)
Value$901.9K (-$75.2K)
Filed 2026-11-04
Stonebridge Financial Planning Group, LLC
DECREASED
Shares2,445 from 2,515
Change-70 (-3%)
Value$891.7K (-$105.8K)
Filed 2026-11-06
Bulwark Capital Corp
UNCHANGED
Shares2,445 from 2,445
Change0 (0%)
Value$891.6K (-$78.1K)
Filed 2026-10-13
Institute for Wealth Management, Llc.
INCREASED
Shares2,367 from 2,264
Change+103 (+5%)
Value$863.3K (-$34.7K)
Filed 2026-11-06
Phillip James Consulting Co.
UNCHANGED
Shares2,340 from 2,340
Change0 (0%)
Value$853.4K (-$74.7K)
Filed 2026-11-03
Allworth Financial LP
UNCHANGED
Shares2,321 from 2,321
Change0 (0%)
Value$920.7K ($0)
Filed 2026-11-06
Aviso Wealth Management
INCREASED
Shares2,287 from 2,286
Change+1 (+0%)
Value$833.9K (-$73.0K)
Filed 2026-11-04
Mission Wealth Management, LP
DECREASED
Shares2,235 from 3,657
Change-1,422 (-39%)
Value$815.1K (-$635.3K)
Filed 2026-10-15
Sigma Planning Corp
INCREASED
Shares2,213 from 1,848
Change+365 (+20%)
Value$816.5K (+$83.6K)
Filed 2026-10-23
Skyline Advisors, Inc.
INCREASED
Shares2,204 from 2,199
Change+5 (+0%)
Value$803.8K (-$68.6K)
Filed 2026-11-03
Prime Capital Investment Advisors, LLC
DECREASED
Shares2,130 from 2,209
Change-79 (-4%)
Value$776.6K (-$99.5K)
Filed 2026-10-20
Novem Group
INCREASED
Shares2,031 from 1,897
Change+134 (+7%)
Value$740.6K (-$11.6K)
Filed 2026-10-19
US Bancorp \de\
INCREASED
Shares2,030 from 1,925
Change+105 (+5%)
Value$740.3K (-$23.2K)
Filed 2026-11-05
Equitable Trust Co
UNCHANGED
Shares2,028 from 2,028
Change0 (0%)
Value$739.6K (-$64.8K)
Filed 2026-10-13
Yoder Wealth Management, Inc.
UNCHANGED
Shares2,010 from 2,010
Change0 (0%)
Value$733.0K (-$64.2K)
Filed 2026-10-13
Citizens Financial Group Inc
INCREASED
Shares1,979 from 1,969
Change+10 (+1%)
Value$721.8K (-$59.0K)
Filed 2026-10-23
RFG Advisory, LLC
DECREASED
Shares1,961 from 2,457
Change-496 (-20%)
Value$715.3K (-$259.2K)
Filed 2026-11-03
Beaumont Asset Management, L.L.C.
INCREASED
Shares1,911 from 1,831
Change+80 (+4%)
Value$696.9K (-$29.3K)
Filed 2026-10-16
HBW Advisory Services LLC
INCREASED
Shares1,908 from 1,833
Change+75 (+4%)
Value$695.8K (-$31.2K)
Filed 2026-10-15
Romano Brothers and Company
DECREASED
Shares1,890 from 1,915
Change-25 (-1%)
Value$689.2K (-$70.3K)
Filed 2026-10-22
Aprio Wealth Management, LLC
INCREASED
Shares1,862 from 1,861
Change+1 (+0%)
Value$679.0K (-$59.2K)
Filed 2026-10-28
Wealthfront Advisers LLC
DECREASED
Shares1,815 from 2,029
Change-214 (-11%)
Value$661.9K (-$142.8K)
Filed 2026-11-09
Blackston Financial Advisory Group, LLC
DECREASED
Shares1,768 from 1,770
Change-2 (0%)
Value$644.8K (-$57.4K)
Filed 2026-11-04
Darrow Company, Inc.
UNCHANGED
Shares1,742 from 1,742
Change0 (0%)
Value$636.8K (-$51.7K)
Filed 2026-10-22
Axxcess Wealth Management, LLC
DECREASED
Shares1,735 from 9,538
Change-7,803 (-82%)
Value$632.6K (-$3.2M)
Filed 2026-10-21
D.A. Davidson & Co.
INCREASED
Shares1,726 from 1,705
Change+21 (+1%)
Value$629.7K (-$46.7K)
Filed 2026-10-28
Condor Capital Management
DECREASED
Shares1,698 from 1,715
Change-17 (-1%)
Value$619.2K (-$61.0K)
Filed 2026-11-06
StoneX Group Inc.
INCREASED
Shares1,689 from 1,243
Change+446 (+36%)
Value$619.8K (+$127.4K)
Filed 2026-11-03
S&A Financial Services, Inc.
INCREASED
Shares1,669 from 1,666
Change+3 (+0%)
Value$608.6K (-$52.3K)
Filed 2026-11-03
Retirement Planning Group, LLC
INCREASED
Shares1,664 from 1,366
Change+298 (+22%)
Value$606.8K (+$65.1K)
Filed 2026-10-19
Accretive Wealth Partners, LLC
UNCHANGED
Shares1,656 from 1,656
Change0 (0%)
Value$603.9K (-$52.9K)
Filed 2026-11-06
PUREfi Wealth, LLC
UNCHANGED
Shares1,637 from 1,637
Change0 (0%)
Value$597.0K (-$52.3K)
Filed 2026-10-19
Chatham Capital Group, Inc.
UNCHANGED
Shares1,565 from 1,565
Change0 (0%)
Value$570.7K (-$50.0K)
Filed 2026-10-16
Bison Wealth, LLC
UNCHANGED
Shares1,560 from 1,560
Change0 (0%)
Value$586.7K (-$34.6K)
Filed 2026-10-13
LexAurum Advisors, LLC
UNCHANGED
Shares1,560 from 1,560
Change0 (0%)
Value$568.9K (-$49.8K)
Filed 2026-10-19
MGO One Seven LLC
DECREASED
Shares1,549 from 1,569
Change-20 (-1%)
Value$565.0K (-$57.2K)
Filed 2026-10-28
Fisher Asset Management, LLC
INCREASED
Shares1,542 from 1,496
Change+46 (+3%)
Value$562.5K (-$30.8K)
Filed 2026-11-06
Hardy Reed LLC
UNCHANGED
Shares1,498 from 1,498
Change0 (0%)
Value$546.3K (-$47.8K)
Filed 2026-11-06
Csenge Advisory Group
DECREASED
Shares1,476 from 1,682
Change-206 (-12%)
Value$538.3K (-$128.8K)
Filed 2026-11-04
Joel Isaacson & Co., LLC
INCREASED
Shares1,470 from 1,467
Change+3 (+0%)
Value$536.1K (-$45.6K)
Filed 2026-11-05
Lpwm LLC
UNCHANGED
Shares1,469 from 1,469
Change0 (0%)
Value$535.7K (-$46.9K)
Filed 2026-10-20
Valeo Financial Advisors, LLC
UNCHANGED
Shares1,432 from 1,432
Change0 (0%)
Value$522.2K (-$45.7K)
Filed 2026-10-08
Ignite Planners, LLC
DECREASED
Shares1,421 from 1,432
Change-11 (-1%)
Value$518.4K (-$49.7K)
Filed 2026-10-14
Kingswood Wealth Advisors, LLC
DECREASED
Shares1,386 from 1,402
Change-16 (-1%)
Value$505.3K (-$50.6K)
Filed 2026-10-23
Great Valley Advisor Group, Inc.
INCREASED
Shares1,384 from 650
Change+734 (+113%)
Value$505.3K (+$247.5K)
Filed 2026-11-09
KDK Private Wealth Management, LLC
UNCHANGED
Shares1,369 from 1,369
Change0 (0%)
Value$499.2K (-$43.7K)
Filed 2026-11-03
Avantax Planning Partners, Inc.
INCREASED
Shares1,363 from 1,269
Change+94 (+7%)
Value$497.1K (-$6.2K)
Filed 2026-11-03
HUB Investment Partners, LLC
INCREASED
Shares1,358 from 1,357
Change+1 (+0%)
Value$495.1K (-$43.1K)
Filed 2026-11-03
Bernardo Wealth Planning LLC
INCREASED
Shares1,320 from 660
Change+660 (+100%)
Value$481.4K (+$219.6K)
Filed 2026-10-23
Narus Financial Partners, LLC
INCREASED
Shares1,318 from 1,178
Change+140 (+12%)
Value$480.6K (+$13.4K)
Filed 2026-10-19
Americana Partners, LLC
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$474.1K (-$41.5K)
Filed 2026-10-28
Capital City Trust Co
INCREASED
Shares1,298 from 1,262
Change+36 (+3%)
Value$473.4K (-$27.2K)
Filed 2026-10-22
Christensen, King & Associates Investment Services, Inc.
DECREASED
Shares1,295 from 1,306
Change-11 (-1%)
Value$472.4K (-$45.6K)
Filed 2026-10-22
Argentarii, LLC
UNCHANGED
Shares1,244 from 1,244
Change0 (0%)
Value$453.5K (-$45.0K)
Filed 2026-10-28
Blue Fin Capital, Inc.
INCREASED
Shares1,218 from 1,113
Change+105 (+9%)
Value$444.0K (+$2.4K)
Filed 2026-10-28
Strategic Advisors LLC
UNCHANGED
Shares1,186 from 1,186
Change0 (0%)
Value$432.5K (-$37.9K)
Filed 2026-10-13
Valley National Advisers Inc
UNCHANGED
Shares1,184 from 1,184
Change0 (0%)
Value$431.8K (-$37.8K)
Filed 2026-10-23
Integrity Alliance, Llc.
UNCHANGED
Shares1,156 from 1,156
Change0 (0%)
Value$421.6K (-$36.9K)
Filed 2026-10-29
Kathmere Capital Management, LLC
UNCHANGED
Shares1,151 from 1,151
Change0 (0%)
Value$419.7K (-$36.8K)
Filed 2026-10-20
IFP Advisors, Inc
DECREASED
Shares1,148 from 1,283
Change-135 (-11%)
Value$418.7K (-$90.2K)
Filed 2026-10-16
CoreCap Advisors, LLC
DECREASED
Shares1,113 from 1,138
Change-25 (-2%)
Value$406.0K (-$45.5K)
Filed 2026-10-08
Vise Technologies, Inc.
INCREASED
Shares1,108 from 899
Change+209 (+23%)
Value$403.9K (+$47.3K)
Filed 2026-10-29
Pinnacle Associates LTD
UNCHANGED
Shares1,092 from 1,092
Change0 (0%)
Value$398.2K (-$34.9K)
Filed 2026-10-20
Nwam LLC
INCREASED
Shares1,059 from 819
Change+240 (+29%)
Value$386.1K (+$61.4K)
Filed 2026-11-09
Waters Parkerson & Co., LLC
UNCHANGED
Shares1,055 from 1,055
Change0 (0%)
Value$384.7K (-$33.7K)
Filed 2026-11-04
Apollon Wealth Management, LLC
INCREASED
Shares1,053 from 907
Change+146 (+16%)
Value$384.0K (+$24.3K)
Filed 2026-10-23
Signal Advisors Wealth, LLC
DECREASED
Shares1,049 from 1,108
Change-59 (-5%)
Value$382.5K (-$57.0K)
Filed 2026-10-13
TCP Asset Management, LLC
UNCHANGED
Shares1,040 from 1,040
Change0 (0%)
Value$384.1K (-$28.4K)
Filed 2026-10-14
Smith Salley Wealth Management
INCREASED
Shares1,011 from 705
Change+306 (+43%)
Value$368.7K (+$89.1K)
Filed 2026-11-03
Burney Co/
DECREASED
Shares984 from 989
Change-5 (-1%)
Value$358.8K (-$33.4K)
Filed 2026-10-15
Signature Estate & Investment Advisors LLC
UNCHANGED
Shares983 from 983
Change0 (0%)
Value$358.5K (-$31.2K)
Filed 2026-10-13
Focus Financial Network, Inc.
INCREASED
Shares957 from 955
Change+2 (+0%)
Value$348.9K (-$29.8K)
Filed 2026-10-14
Wedbush Securities Inc
INCREASED
Shares946 from 936
Change+10 (+1%)
Value$345 (-$370.7K)
Filed 2026-10-22
Gallacher Capital Management LLC
INCREASED
Shares933 from 813
Change+120 (+15%)
Value$340.1K (+$17.8K)
Filed 2026-10-30
Long Island Wealth Management, Inc.
UNCHANGED
Shares923 from 923
Change0 (0%)
Value$336.7K (-$29.3K)
Filed 2026-10-20
BIP Wealth, LLC
UNCHANGED
Shares922 from 922
Change0 (0%)
Value$336.2K (-$29.4K)
Filed 2026-10-22
Key FInancial Inc
UNCHANGED
Shares913 from 913
Change0 (0%)
Value$333.0K (-$29.2K)
Filed 2026-11-02
Mesirow Financial Investment Management, Inc.
DECREASED
Shares897 from 922
Change-25 (-3%)
Value$326.9K (-$38.5K)
Filed 2026-11-05
CX Institutional
UNCHANGED
Shares883 from 883
Change0 (0%)
Value$322 (-$28)
Filed 2026-10-02
Peterson Wealth Advisors, LLC
INCREASED
Shares872 from 871
Change+1 (+0%)
Value$318.1K (-$27.2K)
Filed 2026-10-08
Visionary Wealth Advisors
DECREASED
Shares867 from 885
Change-18 (-2%)
Value$316.2K (-$34.8K)
Filed 2026-11-04
Western Wealth Management, LLC
INCREASED
Shares859 from 858
Change+1 (+0%)
Value$313.2K (-$27.1K)
Filed 2026-11-09
NWF Advisory Services Inc.
UNCHANGED
Shares859 from 859
Change0 (0%)
Value$313.3K (-$27.4K)
Filed 2026-10-19
Savant Capital, LLC
DECREASED
Shares846 from 1,707
Change-861 (-50%)
Value$308.5K (-$337.6K)
Filed 2026-11-06
IVC Wealth Advisors LLC
UNCHANGED
Shares840 from 840
Change0 (0%)
Value$306.3K (-$26.8K)
Filed 2026-10-23
SBI Securities Co., Ltd.
UNCHANGED
Shares810 from 810
Change0 (0%)
Value$295.4K (-$25.9K)
Filed 2026-10-22
Community Financial Services Group, LLC
DECREASED
Shares808 from 913
Change-105 (-11%)
Value$295.1K (-$68.9K)
Filed 2026-10-15
Rhodes Investment Advisors Inc
INCREASED
Shares798 from 693
Change+105 (+15%)
Value$291.0K (+$16.2K)
Filed 2026-10-07
Florida Trust Wealth Management Co
UNCHANGED
Shares797 from 797
Change0 (0%)
Value$290.7K (-$25.4K)
Filed 2026-11-05
Exchange Traded Concepts, LLC
DECREASED
Shares784 from 54,248
Change-53,464 (-99%)
Value$285.9K (-$21.2M)
Filed 2026-10-28
Mainsail Asset Management, LLC
UNCHANGED
Shares783 from 783
Change0 (0%)
Value$293.6K (-$12.9K)
Filed 2026-10-14
HBK Sorce Advisory LLC
INCREASED
Shares770 from 708
Change+62 (+9%)
Value$301.6K (+$17.8K)
Filed 2026-11-06
Cape Investment Advisory, Inc.
INCREASED
Shares760 from 391
Change+369 (+94%)
Value$277.2K (+$122.1K)
Filed 2026-10-13
AdvisorNet Financial, Inc
DECREASED
Shares759 from 9,970
Change-9,211 (-92%)
Value$283.1K (-$3.7M)
Filed 2026-10-15
Sherman Wealth Management LLC
DECREASED
Shares758 from 1,020
Change-262 (-26%)
Value$276.4K (-$128.2K)
Filed 2026-10-16
Black Diamond Financial, LLC
UNCHANGED
Shares754 from 754
Change0 (0%)
Value$275.0K (-$24.1K)
Filed 2026-10-26
Beacon Capital Management, LLC
DECREASED
Shares746 from 873
Change-127 (-15%)
Value$271.9K (-$74.4K)
Filed 2026-10-23
Fearless Solutions, LLC dba Best Invest
DECREASED
Shares744 from 754
Change-10 (-1%)
Value$271.3K (-$27.7K)
Filed 2026-10-14
Redwood Financial Network Corp
INCREASED
Shares736 from 735
Change+1 (+0%)
Value$268.4K (-$23.0K)
Filed 2026-11-03
Penobscot Wealth Management
INCREASED
Shares719 from 700
Change+19 (+3%)
Value$262.3K (-$15.2K)
Filed 2026-10-21
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares704 from 704
Change0 (0%)
Value$256.7K (-$22.5K)
Filed 2026-10-15
Boltwood Capital Management
UNCHANGED
Shares702 from 702
Change0 (0%)
Value$256.0K (-$22.4K)
Filed 2026-10-02
Pine Valley Investments Ltd Liability Co
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$255.3K (-$22.4K)
Filed 2026-11-09
Oak Barrel Wealth Advisory LLC
UNCHANGED
Shares686 from 686
Change0 (0%)
Value$250.2K (-$21.9K)
Filed 2026-11-05
Yardley Wealth Management LLC
UNCHANGED
Shares681 from 681
Change0 (0%)
Value$248.3K (-$21.7K)
Filed 2026-10-23
West Bancorporation Inc
UNCHANGED
Shares680 from 680
Change0 (0%)
Value$248.0K (-$21.7K)
Filed 2026-10-29
Retirement Planning Co of New England, Inc.
INCREASED
Shares677 from 676
Change+1 (+0%)
Value$246.9K (-$21.1K)
Filed 2026-10-15
Fulton Breakefield Broenniman LLC
UNCHANGED
Shares664 from 664
Change0 (0%)
Value$242.1K (-$21.2K)
Filed 2026-11-03
Dynamic Advisor Solutions LLC
DECREASED
Shares662 from 700
Change-38 (-5%)
Value$241.5K (-$36.2K)
Filed 2026-10-13
Soundwatch Capital LLC
UNCHANGED
Shares656 from 656
Change0 (0%)
Value$242.3K (-$17.9K)
Filed 2026-11-04
Hopwood Financial Services, Inc.
UNCHANGED
Shares642 from 642
Change0 (0%)
Value$234.1K (-$20.5K)
Filed 2026-10-29
Montag A & Associates Inc
DECREASED
Shares635 from 654
Change-19 (-3%)
Value$231.6K (-$27.8K)
Filed 2026-10-29
First Premier Bank
UNCHANGED
Shares634 from 634
Change0 (0%)
Value$231 (-$20)
Filed 2026-10-13
Confluence Wealth Services, Inc.
UNCHANGED
Shares633 from 633
Change0 (0%)
Value$230.8K (-$20.1K)
Filed 2026-11-05
Hazlett, Burt & Watson, Inc.
INCREASED
Shares630 from 629
Change+1 (+0%)
Value$229 (-$211.8K)
Filed 2026-11-04
Geneos Wealth Management Inc.
DECREASED
Shares629 from 650
Change-21 (-3%)
Value$229.4K (-$28.4K)
Filed 2026-11-09
Perigon Wealth Management, LLC
DECREASED
Shares625 from 633
Change-8 (-1%)
Value$228.0K (-$23.3K)
Filed 2026-10-22
Nicholas Hoffman & Company, Llc.
UNCHANGED
Shares619 from 619
Change0 (0%)
Value$225.7K (-$19.8K)
Filed 2026-10-30
TrueWealth Advisors, LLC
DECREASED
Shares617 from 619
Change-2 (0%)
Value$225.0K (-$20.5K)
Filed 2026-10-09
Millennium Capital Advisors, LLC
DECREASED
Shares605 from 625
Change-20 (-3%)
Value$220.6K (-$27.3K)
Filed 2026-10-16
Fiduciary Financial Group, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$218.8K (-$19.2K)
Filed 2026-10-13
Chilton Capital Management LLC
UNCHANGED
Shares593 from 593
Change0 (0%)
Value$216.3K (-$18.9K)
Filed 2026-10-28
Avidian Wealth Enterprises, LLC
UNCHANGED
Shares589 from 589
Change0 (0%)
Value$214.8K (-$18.8K)
Filed 2026-10-08
Russell Investments Group, Ltd.
DECREASED
Shares586 from 618
Change-32 (-5%)
Value$213.6K (-$31.4K)
Filed 2026-11-06
Tiller Private Wealth, Inc.
DECREASED
Shares580 from 654
Change-74 (-11%)
Value$211.5K (-$47.9K)
Filed 2026-10-26
Davenport & Co LLC
UNCHANGED
Shares573 from 573
Change0 (0%)
Value$209.0K (-$18.3K)
Filed 2026-10-14
Tortoise Investment Management, LLC
UNCHANGED
Shares563 from 563
Change0 (0%)
Value$205.3K (-$18.0K)
Filed 2026-11-06
Integral Investment Advisors, Inc.
UNCHANGED
Shares561 from 561
Change0 (0%)
Value$204.6K (-$17.9K)
Filed 2026-11-03
Krilogy Financial LLC
INCREASED
Shares560 from 550
Change+10 (+2%)
Value$210.6K (-$7.5K)
Filed 2026-10-13
Arthur M. Cohen & Associates, LLC
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$200.7K (-$17.6K)
Filed 2026-10-26
Viewpoint Capital Management LLC
UNCHANGED
Shares521 from 521
Change0 (0%)
Value$190.0K (-$16.6K)
Filed 2026-10-27
Rice Partnership, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$182.3K (-$16.0K)
Filed 2026-11-09
Eurizon Asset Management Hungary Ltd.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$182.3K (-$16.0K)
Filed 2026-11-06
City Holding Co
DECREASED
Shares485 from 495
Change-10 (-2%)
Value$176.9K (-$19.5K)
Filed 2026-10-19
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares462 from 462
Change0 (0%)
Value$168.5K (-$14.8K)
Filed 2026-10-23
IFG Advisory, LLC
UNCHANGED
Shares423 from 423
Change0 (0%)
Value$154.3K (-$13.5K)
Filed 2026-11-09
Jacobi Capital Management LLC
NEW
Shares414
Change+414
Value$151.1K
Filed 2026-11-05
Signaturefd, LLC
UNCHANGED
Shares405 from 405
Change0 (0%)
Value$147.8K (-$12.9K)
Filed 2026-10-23
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares401 from 401
Change0 (0%)
Value$146.2K (-$12.8K)
Filed 2026-10-23
Bullock Wealth Management Group
UNCHANGED
Shares357 from 357
Change0 (0%)
Value$130.4K (-$11.8K)
Filed 2026-10-09
Allspring Global Investments Holdings, LLC
NEW
Shares335
Change+335
Value$122.3K
Filed 2026-11-04
Caldwell Trust Co
UNCHANGED
Shares320 from 320
Change0 (0%)
Value$116.7K (-$10.2K)
Filed 2026-10-30
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares292 from 257
Change+35 (+14%)
Value$106.5K (+$4.6K)
Filed 2026-10-30
DeDora Capital, Inc.
NEW
Shares253
Change+253
Value$92.3K
Filed 2026-10-26
Compass Financial Management LLC
UNCHANGED
Shares235 from 235
Change0 (0%)
Value$85.8K (-$7.9K)
Filed 2026-10-30
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares227 from 227
Change0 (0%)
Value$83.1K (-$7.1K)
Filed 2026-10-27
Transce3nd, LLC
NEW
Shares226
Change+226
Value$87.1K
Filed 2026-10-26
Mosley Wealth Management
INCREASED
Shares215 from 214
Change+1 (+0%)
Value$81.5K (-$3.5K)
Filed 2026-10-16
IFS Advisors, LLC
NEW
Shares198
Change+198
Value$72.4K
Filed 2026-10-14
Activest Wealth Management
NEW
Shares198
Change+198
Value$72.2K
Filed 2026-10-15
Triumph Capital Management
INCREASED
Shares197 from 183
Change+14 (+8%)
Value$71.8K (-$738)
Filed 2026-10-14
Trust Co of Toledo NA
UNCHANGED
Shares193 from 193
Change0 (0%)
Value$70.4K (-$6.2K)
Filed 2026-10-16
Clark Wealth Partners
UNCHANGED
Shares192 from 192
Change0 (0%)
Value$70.0K (-$6.1K)
Filed 2026-10-19
North Star Investment Management Corp.
UNCHANGED
Shares190 from 190
Change0 (0%)
Value$69.3K (-$6.1K)
Filed 2026-10-27
Root Financial Partners, LLC
NEW
Shares179
Change+179
Value$65.3K
Filed 2026-10-21
Buck Wealth Strategies, LLC
UNCHANGED
Shares178 from 178
Change0 (0%)
Value$64.9K (-$5.6K)
Filed 2026-10-28
Ashton Thomas Private Wealth, LLC
INCREASED
Shares175 from 112
Change+63 (+56%)
Value$63.9K (+$19.4K)
Filed 2026-11-03
Abound Wealth Management
UNCHANGED
Shares162 from 162
Change0 (0%)
Value$59.1K (-$5.2K)
Filed 2026-10-26
Elevated Capital Advisors, LLC
UNCHANGED
Shares162 from 162
Change0 (0%)
Value$59.1K (-$5.2K)
Filed 2026-11-04
City State Bank
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$58.3K (-$5.1K)
Filed 2026-10-20
Davis Capital Management
UNCHANGED
Shares155 from 155
Change0 (0%)
Value$56.5K (-$5.0K)
Filed 2026-10-08
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares154 from 154
Change0 (0%)
Value$56.2K (-$4.9K)
Filed 2026-10-27
DT Investment Partners, LLC
DECREASED
Shares153 from 676
Change-523 (-77%)
Value$55.8K (-$212.3K)
Filed 2026-10-27
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares143 from 143
Change0 (0%)
Value$52.1K (-$4.6K)
Filed 2026-10-23
Duncker Streett & Co Inc
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$51.1K (-$4.5K)
Filed 2026-10-27
Bangor Savings Bank
DECREASED
Shares138 from 199
Change-61 (-31%)
Value$50.3K (-$28.6K)
Filed 2026-10-06
Center for Financial Planning, Inc.
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$49.6K (-$4.3K)
Filed 2026-10-26
EverSource Wealth Advisors, LLC
INCREASED
Shares132 from 94
Change+38 (+40%)
Value$48.3K (+$10.8K)
Filed 2026-11-04
Capital Investment Advisory Services, LLC
UNCHANGED
Shares131 from 131
Change0 (0%)
Value$48.0K (-$4.0K)
Filed 2026-10-30
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$45.7K (-$4.0K)
Filed 2026-10-13
Quaker Wealth Management, LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$45.6K (-$4.0K)
Filed 2026-10-22
Physician Wealth Advisors, Inc.
INCREASED
Shares120 from 119
Change+1 (+1%)
Value$43.6K (-$3.7K)
Filed 2026-10-20
Main Street Group, LTD
UNCHANGED
Shares118 from 118
Change0 (0%)
Value$43.1K (-$3.8K)
Filed 2026-10-28
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$41.9K (-$3.7K)
Filed 2026-10-26
Goodman Advisory Group, LLC
NEW
Shares114
Change+114
Value$41.6K
Filed 2026-11-02
Rydar Equities, Inc.
NEW
Shares113
Change+113
Value$42.1K
Filed 2026-10-13
Financial Consulate, Inc
DECREASED
Shares110 from 111
Change-1 (-1%)
Value$39.9K (-$4.2K)
Filed 2026-10-23
Highline Wealth Partners LLC
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$40.1K (-$3.5K)
Filed 2026-10-19
Rosenberg Matthew Hamilton
UNCHANGED
Shares107 from 107
Change0 (0%)
Value$39.0K (-$3.4K)
Filed 2026-10-05
EPG Wealth Management LLC
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$37.5K (-$3.2K)
Filed 2026-11-03
Next Level Wealth Planning, LLC
NEW
Shares98
Change+98
Value$35.7K
Filed 2026-10-29
Paladin Advisory Group, LLC
UNCHANGED
Shares96 from 96
Change0 (0%)
Value$35.0K (-$3.1K)
Filed 2026-11-09
Ashton Thomas Securities, LLC
UNCHANGED
Shares94 from 94
Change0 (0%)
Value$34.3K (-$3.0K)
Filed 2026-10-26
Bessemer Group Inc
DECREASED
Shares92 from 109
Change-17 (-16%)
Value$34 (-$43.0K)
Filed 2026-11-09
Deutsche Bank Ag\
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$31.0K (-$2.7K)
Filed 2026-11-06
Creative Financial Designs Inc
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$29.9K (-$2.6K)
Filed 2026-11-04
Strive Financial Group,LLC
INCREASED
Shares78 from 75
Change+3 (+4%)
Value$28.4K (-$1.3K)
Filed 2026-11-09
Rossby Financial, LCC
INCREASED
Shares74 from 50
Change+24 (+48%)
Value$27.0K (+$7.2K)
Filed 2026-11-05
Bank of New Hampshire
INCREASED
Shares73 from 15
Change+58 (+387%)
Value$26.6K (+$20.7K)
Filed 2026-10-06
Independence Bank of Kentucky
NEW
Shares70
Change+70
Value$25.5K
Filed 2026-10-26
Mather Group, Llc.
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$25.5K (-$2.2K)
Filed 2026-10-14
Larson Financial Group LLC
DECREASED
Shares68 from 138
Change-70 (-51%)
Value$24.8K (-$29.9K)
Filed 2026-11-05
Pathway Financial Advisers, LLC
NEW
Shares62
Change+62
Value$22.6K
Filed 2026-10-27
SouthState Bank Corp
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$22.6K (-$2.0K)
Filed 2026-11-09
North Point Portfolio Managers Corp
NEW
Shares60
Change+60
Value$21.9K
Filed 2026-10-07
Balance Wealth Partners LLC
NEW
Shares60
Change+60
Value$21.9K
Filed 2026-10-27
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$18.2K (-$1.6K)
Filed 2026-10-16
Central Trust Co
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$16.8K (-$1.5K)
Filed 2026-11-05
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$16.0K (-$1.4K)
Filed 2026-11-04
Rothwell Investment Advisors, LLC
NEW
Shares38
Change+38
Value$13.8K
Filed 2026-11-06
Horizon Financial Services, LLC
DECREASED
Shares38 from 70
Change-32 (-46%)
Value$13.9K (-$13.9K)
Filed 2026-11-04
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$15.1K ($0)
Filed 2026-10-15
Bay Harbor Wealth Management, LLC
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$11.3K (-$990)
Filed 2026-11-03
Evolution Wealth Management Inc.
INCREASED
Shares30 from 14
Change+16 (+114%)
Value$11.1K (+$5.7K)
Filed 2026-10-28
Atwood & Palmer Inc
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$10.9K (-$958)
Filed 2026-10-08
Tidemark, LLC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$10.2K (-$894)
Filed 2026-11-09
Harbor Asset Planning, Inc.
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$7.8K (-$663)
Filed 2026-10-23
Markowski Investments
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$7.7K (-$652)
Filed 2026-10-30
Morton Brown Family Wealth, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$7.4K (-$628)
Filed 2026-10-23
Mainstream Capital Management LLC
NEW
Shares17
Change+17
Value$6.2K
Filed 2026-10-23
William Mack & Associates, Inc.
NEW
Shares17
Change+17
Value$6.2K
Filed 2026-10-27
Hurley Capital, LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$6.2K (-$542)
Filed 2026-11-05
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$5.8K (-$511)
Filed 2026-10-23
Hantz Financial Services, Inc.
NEW
Shares15
Change+15
Value$5
Filed 2026-11-09
Lodestone Wealth Management LLC
NEW
Shares15
Change+15
Value$5.5K
Filed 2026-10-14
Nfsg Corp
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$5.5K (-$479)
Filed 2026-10-15
Signature Equity Partners, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$5.6K (-$479)
Filed 2026-10-29
Signature Resources Capital Management, LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$5.1K (-$447)
Filed 2026-10-16
POM Investment Strategies, LLC
NEW
Shares13
Change+13
Value$4.7K
Filed 2026-10-20
Silver Grove Financial Group, Inc.
NEW
Shares13
Change+13
Value$4.7K
Filed 2026-11-05
Archer Investment Corp
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$4.7K (-$415)
Filed 2026-11-05
Financial Network Wealth Advisors LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$4.4K (-$383)
Filed 2026-10-28
Friedenthal Financial
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$4.4K (-$384)
Filed 2026-10-27
Ares Financial Consulting, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$3.7K (-$312)
Filed 2026-10-19
Central Pacific Bank - Trust Division
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$3.6K (-$319)
Filed 2026-10-06
Golden State Wealth Management, LLC
NEW
Shares9
Change+9
Value$3.3K
Filed 2026-11-02
Jnba Financial Advisors
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$3.4K (-$296)
Filed 2026-11-03
Polaris Financial Partners
NEW
Shares8
Change+8
Value$3
Filed 2026-10-02
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$2.9K (-$255)
Filed 2026-10-30
Go Invest LLC
INCREASED
Shares6 from 5
Change+1 (+20%)
Value$2.0K (-$64)
Filed 2026-10-09
Creative Capital Management Investments LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$2.2K (-$192)
Filed 2026-10-28
Cullen T Bankers, Inc.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$1.8K (-$160)
Filed 2026-10-28
Lanark Financial, Inc.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$1.5K (-$127)
Filed 2026-10-26
Silvant Capital Management LLC
NEW
Shares1
Change+1
Value$522
Filed 2026-11-09
Great Lakes Advisors, LLC
NEW
Shares0
Change0
Value$40
Filed 2026-11-06
Curran Financial Partners, LLC
CLOSED
Shares0 from 11,803
Change-11,803 (-100%)
Value$0 (-$4.7M)
Filed 2026-11-04
New York Life Investment Management LLC
CLOSED
Shares0 from 8,972
Change-8,972 (-100%)
Value$0 (-$3.6M)
Filed 2026-11-04
Robertson Stephens Wealth Management, LLC
CLOSED
Shares0 from 2,456
Change-2,456 (-100%)
Value$0 (-$974.1K)
Filed 2026-10-16
AlphaStar Capital Management, LLC
CLOSED
Shares0 from 1,599
Change-1,599 (-100%)
Value$0 (-$634.2K)
Filed 2026-10-16
Hall Capital Management Co Inc
CLOSED
Shares0 from 1,147
Change-1,147 (-100%)
Value$0 (-$454.9K)
Filed 2026-11-09
Silver OAK Securities, Incorporated
CLOSED
Shares0 from 622
Change-622 (-100%)
Value$0 (-$246.7K)
Filed 2026-11-09
Ifrah Financial Services, Inc.
CLOSED
Shares0 from 605
Change-605 (-100%)
Value$0 (-$239.8K)
Filed 2026-10-13
Level Four Advisory Services, LLC
CLOSED
Shares0 from 604
Change-604 (-100%)
Value$0 (-$239.6K)
Filed 2026-11-06
Brandywine OAK Private Wealth LLC
CLOSED
Shares0 from 539
Change-539 (-100%)
Value$0 (-$213.7K)
Filed 2026-10-23
LVZ, Inc.
CLOSED
Shares0 from 538
Change-538 (-100%)
Value$0 (-$213.4K)
Filed 2026-10-20
McGuire Investment Group, LLC
CLOSED
Shares0 from 534
Change-534 (-100%)
Value$0 (-$211.8K)
Filed 2026-10-23
Agate Pass Investment Management, LLC
CLOSED
Shares0 from 528
Change-528 (-100%)
Value$0 (-$209.4K)
Filed 2026-10-20
M.E. Allison & Co., Inc.
CLOSED
Shares0 from 526
Change-526 (-100%)
Value$0 (-$208.6K)
Filed 2026-10-09
Sound Income Strategies, LLC
CLOSED
Shares0 from 520
Change-520 (-100%)
Value$0 (-$206.2K)
Filed 2026-10-09
Magnus Financial Group LLC
CLOSED
Shares0 from 507
Change-507 (-100%)
Value$0 (-$201.1K)
Filed 2026-10-21
Associated Banc-Corp
CLOSED
Shares0 from 505
Change-505 (-100%)
Value$0 (-$200.3K)
Filed 2026-10-30
Acropolis Investment Management, LLC
CLOSED
Shares0 from 330
Change-330 (-100%)
Value$0 (-$130.9K)
Filed 2026-10-08
Tsfg, LLC
CLOSED
Shares0 from 314
Change-314 (-100%)
Value$0 (-$125.0K)
Filed 2026-10-23
International Assets Investment Management, LLC
CLOSED
Shares0 from 291
Change-291 (-100%)
Value$0 (-$115.9K)
Filed 2026-11-02
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 146
Change-146 (-100%)
Value$0 (-$57.8K)
Filed 2026-10-26
Midway Capital Research & Management
CLOSED
Shares0 from 144
Change-144 (-100%)
Value$0 (-$57.1K)
Filed 2026-10-20
UMB Bank, n.a.
CLOSED
Shares0 from 139
Change-139 (-100%)
Value$0 (-$55.1K)
Filed 2026-11-06
Robinswood Financial LLC
CLOSED
Shares0 from 129
Change-129 (-100%)
Value$0 (-$51.2K)
Filed 2026-10-20
Obsidian CIO, LLC
CLOSED
Shares0 from 128
Change-128 (-100%)
Value$0 (-$50.9K)
Filed 2026-11-05
Tucker Asset Management LLC
CLOSED
Shares0 from 125
Change-125 (-100%)
Value$0 (-$49.6K)
Filed 2026-10-29
Concord Wealth Partners
CLOSED
Shares0 from 90
Change-90 (-100%)
Value$0 (-$35.7K)
Filed 2026-11-02
Bullseye Investment Management, LLC
CLOSED
Shares0 from 83
Change-83 (-100%)
Value$0 (-$32.9K)
Filed 2026-10-29
Boyd Watterson Asset Management LLC
CLOSED
Shares0 from 79
Change-79 (-100%)
Value$0 (-$31.3K)
Filed 2026-11-06
Salem Investment Counselors Inc
CLOSED
Shares0 from 56
Change-56 (-100%)
Value$0 (-$22.2K)
Filed 2026-10-13
Realta Investment Advisors
CLOSED
Shares0 from 16
Change-16 (-100%)
Value$0 (-$6.3K)
Filed 2026-10-14
Founders Capital Management
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$5.2K)
Filed 2026-10-13
Covestor Ltd
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-10-30
Bank of America Corp
N/A
Shares— from 1,643,615
Change-1,643,615 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 426,270
Change-426,270 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 418,982
Change-418,982 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 407,202
Change-407,202 (-100%)
Value—
UBS Group AG
N/A
Shares— from 342,108
Change-342,108 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 323,099
Change-323,099 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 184,624
Change-184,624 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 161,278
Change-161,278 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 143,844
Change-143,844 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 119,582
Change-119,582 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 112,833
Change-112,833 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 87,969
Change-87,969 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 79,616
Change-79,616 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 77,411
Change-77,411 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 75,926
Change-75,926 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 70,445
Change-70,445 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 53,858
Change-53,858 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 51,922
Change-51,922 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 49,801
Change-49,801 (-100%)
Value—
Allianz SE
N/A
Shares— from 49,202
Change-49,202 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 46,394
Change-46,394 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 42,447
Change-42,447 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 39,402
Change-39,402 (-100%)
Value—
Adaptive Financial Consulting, LLC
N/A
Shares— from 38,530
Change-38,530 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 37,218
Change-37,218 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 27,379
Change-27,379 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 23,716
Change-23,716 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 20,100
Change-20,100 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 18,250
Change-18,250 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 16,985
Change-16,985 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 16,064
Change-16,064 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 14,933
Change-14,933 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 13,356
Change-13,356 (-100%)
Value—
FMR LLC
N/A
Shares— from 12,820
Change-12,820 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 11,309
Change-11,309 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 11,259
Change-11,259 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 10,928
Change-10,928 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 9,964
Change-9,964 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 9,909
Change-9,909 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 9,421
Change-9,421 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 8,770
Change-8,770 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 8,177
Change-8,177 (-100%)
Value—
Main Management LLC
N/A
Shares— from 7,741
Change-7,741 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 7,270
Change-7,270 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 7,162
Change-7,162 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 7,100
Change-7,100 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 7,091
Change-7,091 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 6,930
Change-6,930 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 6,874
Change-6,874 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 6,860
Change-6,860 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 6,841
Change-6,841 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 6,828
Change-6,828 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 6,792
Change-6,792 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 6,758
Change-6,758 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 6,616
Change-6,616 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 6,031
Change-6,031 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 5,922
Change-5,922 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 5,647
Change-5,647 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 5,400
Change-5,400 (-100%)
Value—
&partners
N/A
Shares— from 5,391
Change-5,391 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 5,118
Change-5,118 (-100%)
Value—
Stephens Inc
N/A
Shares— from 4,904
Change-4,904 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 4,638
Change-4,638 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 4,535
Change-4,535 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 4,030
Change-4,030 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 3,927
Change-3,927 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 3,824
Change-3,824 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 3,796
Change-3,796 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 3,599
Change-3,599 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 3,599
Change-3,599 (-100%)
Value—
Christine Messmer PC
N/A
Shares— from 3,550
Change-3,550 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 3,509
Change-3,509 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 3,448
Change-3,448 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 3,432
Change-3,432 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 3,426
Change-3,426 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 3,402
Change-3,402 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 3,399
Change-3,399 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 3,116
Change-3,116 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 3,116
Change-3,116 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 3,103
Change-3,103 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 3,098
Change-3,098 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 3,090
Change-3,090 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 3,076
Change-3,076 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 3,011
Change-3,011 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 2,972
Change-2,972 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 2,939
Change-2,939 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 2,927
Change-2,927 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 2,911
Change-2,911 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 2,885
Change-2,885 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 2,860
Change-2,860 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,808
Change-2,808 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 2,646
Change-2,646 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 2,640
Change-2,640 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 2,629
Change-2,629 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 2,619
Change-2,619 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 2,595
Change-2,595 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 2,592
Change-2,592 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 2,509
Change-2,509 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 2,346
Change-2,346 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 2,341
Change-2,341 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 2,329
Change-2,329 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 2,158
Change-2,158 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 2,145
Change-2,145 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 2,099
Change-2,099 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 1,843
Change-1,843 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 1,815
Change-1,815 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 1,802
Change-1,802 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 1,802
Change-1,802 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 1,692
Change-1,692 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 1,678
Change-1,678 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 1,669
Change-1,669 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 1,660
Change-1,660 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 1,646
Change-1,646 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 1,547
Change-1,547 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,535
Change-1,535 (-100%)
Value—
Simmons Bank
N/A
Shares— from 1,516
Change-1,516 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 1,446
Change-1,446 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 1,407
Change-1,407 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 1,394
Change-1,394 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 1,358
Change-1,358 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 1,340
Change-1,340 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 1,339
Change-1,339 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 1,324
Change-1,324 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 1,313
Change-1,313 (-100%)
Value—
Blair William & Co
N/A
Shares— from 1,308
Change-1,308 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,287
Change-1,287 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 1,286
Change-1,286 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 1,283
Change-1,283 (-100%)
Value—
Mittelman Wealth Management
N/A
Shares— from 1,282
Change-1,282 (-100%)
Value—
Safe Harbor Fiduciary, LLC
N/A
Shares— from 1,263
Change-1,263 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 1,219
Change-1,219 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 1,155
Change-1,155 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 1,081
Change-1,081 (-100%)
Value—
Bank of Marin
N/A
Shares— from 1,077
Change-1,077 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 1,069
Change-1,069 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 1,068
Change-1,068 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 1,049
Change-1,049 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 1,006
Change-1,006 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 1,003
Change-1,003 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 991
Change-991 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 991
Change-991 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 979
Change-979 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 957
Change-957 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 956
Change-956 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 955
Change-955 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 924
Change-924 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 915
Change-915 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 849
Change-849 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 827
Change-827 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 815
Change-815 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 802
Change-802 (-100%)
Value—
Commerce Bank
N/A
Shares— from 787
Change-787 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 785
Change-785 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 784
Change-784 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 768
Change-768 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 715
Change-715 (-100%)
Value—
Pitti Group Wealth Management, LLC
N/A
Shares— from 709
Change-709 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 694
Change-694 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 685
Change-685 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 670
Change-670 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 664
Change-664 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 661
Change-661 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 640
Change-640 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 640
Change-640 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 618
Change-618 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 613
Change-613 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 611
Change-611 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 599
Change-599 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 595
Change-595 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 591
Change-591 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 583
Change-583 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 583
Change-583 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 582
Change-582 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 580
Change-580 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 578
Change-578 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 573
Change-573 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 566
Change-566 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 564
Change-564 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 545
Change-545 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 524
Change-524 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 521
Change-521 (-100%)
Value—
Private Wealth Advisors, LLC
N/A
Shares— from 518
Change-518 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 505
Change-505 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 494
Change-494 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 473
Change-473 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 470
Change-470 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 445
Change-445 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 433
Change-433 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 433
Change-433 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 393
Change-393 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 391
Change-391 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 378
Change-378 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 356
Change-356 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 329
Change-329 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 325
Change-325 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 290
Change-290 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 276
Change-276 (-100%)
Value—
Outlook Capital Management, LLC
N/A
Shares— from 260
Change-260 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 245
Change-245 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 215
Change-215 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 213
Change-213 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 210
Change-210 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 208
Change-208 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 200
Change-200 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 196
Change-196 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 192
Change-192 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 164
Change-164 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 140
Change-140 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 138
Change-138 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 129
Change-129 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 119
Change-119 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 87
Change-87 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 86
Change-86 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 76
Change-76 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 74
Change-74 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 73
Change-73 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 67
Change-67 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 65
Change-65 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 62
Change-62 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 50
Change-50 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 47
Change-47 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 45
Change-45 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 38
Change-38 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 17
Change-17 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 11
Change-11 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 10
Change-10 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 9
Change-9 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 7
Change-7 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
BNP Paribas
N/A
Shares— from 5
Change-5 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
LPL Financial LLC
DECREASED197,303203,108-5,805-3%$80.6M$72.0M-$8.6M2026-11-06
Beacon Capital Management, Inc.
DECREASED155,928160,454-4,526-3%$63.6M$56.9M-$6.8M2026-10-13
Lido Advisors, LLC
INCREASED103,29889,614+13,684+15%$35.5M$37.7M+$2.1M2026-11-04
KCM Investment Advisors LLC
DECREASED87,53289,699-2,167-2%$35.6M$31.9M-$3.7M2026-10-27
Auto-Owners Insurance Co
UNCHANGED80,70080,70000%$32.0M$29.6M-$2.4M2026-10-15
Concurrent Investment Advisors, LLC
INCREASED49,47416,298+33,176+204%$6.5M$18.0M+$11.6M2026-10-16
PNC Financial Services Group, Inc.
DECREASED48,82950,104-1,275-3%$19.9M$17.8M-$2.1M2026-11-06
Spire Wealth Management
DECREASED34,70136,002-1,301-4%$14.3M$12.7M-$1.6M2026-10-30
Hobart Private Capital, LLC
INCREASED30,90530,183+722+2%$12.0M$11.3M-$700.4K2026-10-19
Trust Co of Oklahoma
DECREASED30,87031,726-856-3%$12.6M$11.3M-$1.3M2026-10-15
Cambridge Investment Research Advisors, Inc.
DECREASED30,34031,085-745-2%$12.3M$11.1K-$12.3M2026-11-02
Commonwealth Equity Services, LLC
DECREASED30,07431,351-1,277-4%$12.4M$11.0M-$1.5M2026-11-02
Assetmark, Inc
DECREASED30,05337,305-7,252-19%$14.8M$11.0M-$3.8M2026-10-21
Strengthening Families & Communities, LLC
INCREASED28,17128,055+116+0%$11.1M$10.3M-$853.6K2026-10-21
MassMutual Private Wealth & Trust, FSB
DECREASED27,33328,470-1,137-4%$11.3M$10.0M-$1.3M2026-10-05
Gibraltar Capital Management, Inc.
UNCHANGED25,00525,00500%$9.9M$9.1M-$798.4K2026-10-27
Southern Capital Services Inc
INCREASED23,63122,845+786+3%$9.1M$8.6M-$442.7K2026-10-19
Truist Financial Corp
DECREASED22,75223,431-679-3%$9.3M$8.3M-$995.8K2026-10-30
Junk Investment Group, LLC
INCREASED22,69120,915+1,776+8%$8.3M$8.3M-$20.1K2026-10-19
Bailard, Inc.
DECREASED22,54423,585-1,041-4%$9.4M$8.2M-$1.1M2026-10-13
Westside Investment Management, Inc.
INCREASED21,55221,481+71+0%$8.5M$7.9M-$648.1K2026-11-02
Altura Wealth Advisors Inc.
INCREASED20,86419,595+1,269+6%$7.8M$7.6M-$162.9K2026-10-22
Founders Grove Wealth Partners, LLC
INCREASED20,66320,368+295+1%$8.1M$7.5M-$542.8K2026-10-16
Merrithew & Thorsten Inc
INCREASED19,44418,552+892+5%$7.4M$7.1M-$265.9K2026-11-06
Financial Freedom, LLC
DECREASED17,91318,014-101-1%$7.1M$6.5M-$611.9K2026-11-06
Bellwether Advisors, LLC
NEW17,793—+17,793——$6.5M—2026-11-09
Bonfire Financial
INCREASED17,42416,943+481+3%$6.7M$6.4M-$364.7K2026-11-06
Kestra Advisory Services, LLC
INCREASED16,68511,782+4,903+42%$4.7M$6.1M+$1.4M2026-11-02
Park National Corp
INCREASED15,26315,006+257+2%$6.0M$5.6M-$385.4K2026-10-05
Apollon Financial, LLC
DECREASED14,94115,702-761-5%$6.2M$5.4M-$779.0K2026-10-23
Salomon & Ludwin, LLC
DECREASED13,59413,651-570%$5.4M$5.0M-$481.4K2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED13,44213,398+44+0%$4.0M$3.7M-$201.7K2026-10-13
Creative Planning
INCREASED13,08312,307+776+6%$4.9M$4.8M-$109.9K2026-11-02
Triangle Securities Wealth Management
INCREASED12,64412,296+348+3%$4.9M$4.6M-$265.6K2026-10-14
Merit Financial Group, LLC
DECREASED12,59812,820-222-2%$5.1M$4.6M-$490.5K2026-11-06
Bank of Montreal
DECREASED11,31711,643-326-3%$4.6M$4.1M-$490.6K2026-11-09
Fifth Third Bancorp
INCREASED10,68910,448+241+2%$4.1M$3.9M-$245.6K2026-11-05
PFG Advisors
DECREASED10,62410,680-56-1%$4.2M$3.9M-$361.4K2026-10-16
AlphaCore Capital LLC
DECREASED10,49511,135-640-6%$4.4M$3.8M-$588.9K2026-11-04
Atlas Capital Advisors Inc.
DECREASED9,49210,115-623-6%$4.0M$1.8M-$2.2M2026-11-09
Wall Street Financial Group, Inc.
DECREASED9,45010,201-751-7%$4.0M$3.4M-$599.8K2026-11-09
TD Waterhouse Canada Inc.
INCREASED8,7977,122+1,675+24%$2.8M$3.2M+$375.3K2026-10-16
Praetorian Wealth Management, Inc.
DECREASED8,5558,691-136-2%$3.4M$3.1M-$327.1K2026-10-16
WBH Advisory Inc
DECREASED8,3218,830-509-6%$3.5M$3.0M-$467.4K2026-11-05
AGF Management LTD
INCREASED8,3077,979+328+4%$3.2M$3.0M-$135.2K2026-11-03
Royal Fund Management, LLC
INCREASED8,2077,513+694+9%$3.0M$3.0M+$13.2K2026-10-22
Capital Asset Advisory Services LLC
DECREASED8,1038,279-176-2%$3.3M$3.1M-$170.0K2026-10-30
Sharper & Granite LLC
DECREASED7,9818,509-528-6%$3.4M$2.9M-$509.3K2026-11-02
AMI Investment Management Inc
INCREASED7,6107,434+176+2%$2.9M$2.8M-$173.2K2026-10-27
N.E.W. Advisory Services LLC
INCREASED7,1567,154+2+0%$2.8M$2.6M-$227.7K2026-11-09
Bokf, NA
DECREASED7,0247,099-75-1%$2.8M$2.6M-$254.0K2026-10-27
Capital Management Associates, Inc
INCREASED6,9226,254+668+11%$2.5M$2.5M+$44.1K2026-10-20
Evolution Wealth Advisors, LLC
INCREASED6,8921,375+5,517+401%$545.3K$2.5M+$2.0M2026-11-03
Oppenheimer & Co Inc
INCREASED6,7436,124+619+10%$2.4M$2.5M+$30.2K2026-10-26
Harbour Investments, Inc.
DECREASED6,5926,891-299-4%$2.7M$2.4M-$328.9K2026-11-09
Dagco, Inc.
DECREASED6,4376,687-250-4%$2.7M$2.3M-$304.5K2026-10-20
Bank of New York Mellon Corp
INCREASED6,3633,811+2,552+67%$1.5M$2.3M+$809.0K2026-11-05
First Financial Corp
DECREASED6,3597,277-918-13%$2.9M$2.3M-$567.1K2026-10-13
Fischer Financial Services, Inc.
DECREASED6,0036,038-35-1%$2.4M$2.2M-$205.6K2026-10-30
HB Wealth Management, LLC
INCREASED5,8065,732+74+1%$2.3M$2.1M-$156.3K2026-10-23
Odyssey Capital Advisors, Inc.
DECREASED5,5735,810-237-4%$2.3M$2.0M-$272.2K2026-10-26
Citigroup Inc
DECREASED5,5647,009-1,445-21%$2.8M$2.0M-$750.8K2026-11-04
First Bancorp, Inc
UNCHANGED5,0355,03500%$2.0M$1.8M-$160.8K2026-10-26
Jm2 Capital Inc.
DECREASED4,8694,874-50%$1.9M$1.8M-$157.5K2026-10-14
Clearstead Advisors, LLC
INCREASED4,7884,451+337+8%$1.8M$1.7M-$19.0K2026-11-06
Daymark Wealth Partners, LLC
DECREASED4,7094,844-135-3%$1.9M$1.7M-$204.0K2026-11-04
Leavell Investment Management, Inc.
DECREASED4,5614,661-100-2%$1.8M$1.7M-$185.2K2026-11-09
KTF Investments, LLC
DECREASED4,4336,358-1,925-30%$2.5M$1.6M-$905.0K2026-10-23
Atria Investments, Inc
INCREASED4,3984,084+314+8%$1.6M$1.6M-$15.9K2026-10-15
Evanson Financial, LLC
INCREASED4,3984,392+6+0%$1.7M$1.6M-$137.9K2026-10-23
Independent Financial Group, LLC
INCREASED4,3143,999+315+8%$1.6M$1.6M-$12.8K2026-10-13
MontVue Capital Management, Inc.
UNCHANGED4,3084,30800%$1.7M$1.6M-$137.6K2026-10-19
Clarity Wealth Advisors, LLC
DECREASED4,0834,639-556-12%$1.8M$1.5M-$350.9K2026-10-21
Busey Bank
UNCHANGED4,0794,07900%$1.6M$1.5M-$130.2K2026-10-26
Wealthcare Advisory Partners LLC
INCREASED4,0623,309+753+23%$1.3M$1.5M+$168.8K2026-10-21
Brookstone Capital Management
DECREASED4,0464,117-71-2%$1.6M$1.5M-$157.3K2026-10-22
Parallel Advisors, LLC
INCREASED3,8633,822+41+1%$1.5M$1.4M-$107.1K2026-11-03
PW Nova Financial Services LLC
DECREASED3,8186,179-2,361-38%$2.5M$1.4M-$1.1M2026-10-15
Global Financial Private Client, LLC
DECREASED3,6343,639-50%$1.4M$1.3M-$118.0K2026-10-15
Baker Avenue Asset Management, LP
DECREASED3,4403,495-55-2%$1.4M$1.3M-$131.5K2026-11-06
NorthCrest Asset Manangement, LLC
DECREASED3,4243,428-40%$1.4M$1.3M-$70.1K2026-10-13
Prospera Financial Services Inc
DECREASED3,3963,440-44-1%$1.4M$1.3M-$55.4K2026-11-04
Olistico Wealth, LLC
DECREASED3,3733,389-160%$1.3M$1.2M-$114.1K2026-10-05
Williams Jones Wealth Management, Llc.
DECREASED3,3273,409-82-2%$1.4M$1.2M-$138.8K2026-11-05
Grimes & Co Wealth Management, LLC
DECREASED3,3125,091-1,779-35%$2.0M$1.2M-$811.3K2026-10-29
White Lighthouse Investment Management Inc.
DECREASED3,2323,990-758-19%$1.6M$1.2M-$403.7K2026-10-21
Idaho Trust Co
DECREASED3,2263,393-167-5%$1.3M$1.2M-$169.2K2026-11-04
RCW Management, LLC
DECREASED3,1783,326-148-4%$1.3M$1.2M-$160.2K2026-10-30
J.W. Cole Advisors, Inc.
DECREASED3,1413,507-366-10%$1.4M$1.1M-$245.1K2026-11-05
Keybank National Association
UNCHANGED2,9852,98500%$1.2M$1.1M-$95.3K2026-11-04
Fifth Third Securities, Inc.
DECREASED2,9753,017-42-1%$1.2M$1.1M-$111.7K2026-10-21
Kwmg, LLC
DECREASED2,9403,165-225-7%$1.3M$1.1M-$183.1K2026-10-07
Modera Wealth Management, LLC
INCREASED2,8762,473+403+16%$980.8K$1.0M+$68.0K2026-10-28
Waldron Private Wealth LLC
UNCHANGED2,8032,80300%$1.1M$1.0M-$89.5K2026-11-02
Wespac Advisors, LLC
INCREASED2,6352,403+232+10%$953.1K$960.9K+$7.9K2026-10-26
RBA Wealth Management, LLC
INCREASED2,6042,584+20+1%$1.0M$949.7K-$75.2K2026-10-28
Financial Perspectives, Inc
INCREASED2,5362,448+88+4%$970.8K$924.9K-$46.0K2026-11-03
Asset One Wealth Management LLC
INCREASED2,5312,462+69+3%$975.0K$923.1K-$51.9K2026-11-02
Park Avenue Securities LLC
INCREASED2,5272,360+167+7%$936.0K$922-$935.1K2026-10-26
Northstar Asset Management Co
INCREASED2,5152,465+50+2%$917.0K$969.2K+$52.2K2026-10-22
Farther Finance Advisors, LLC
DECREASED2,4792,731-252-9%$1.1M$904.2K-$179.0K2026-10-08
Cornerstone Wealth Management, LLC
INCREASED2,4732,463+10+0%$977.0K$901.9K-$75.2K2026-11-04
Stonebridge Financial Planning Group, LLC
DECREASED2,4452,515-70-3%$997.5K$891.7K-$105.8K2026-11-06
Bulwark Capital Corp
UNCHANGED2,4452,44500%$969.7K$891.6K-$78.1K2026-10-13
Institute for Wealth Management, Llc.
INCREASED2,3672,264+103+5%$898.0K$863.3K-$34.7K2026-11-06
Phillip James Consulting Co.
UNCHANGED2,3402,34000%$928.1K$853.4K-$74.7K2026-11-03
Allworth Financial LP
UNCHANGED2,3212,32100%$920.7K$920.7K$02026-11-06
Aviso Wealth Management
INCREASED2,2872,286+1+0%$906.9K$833.9K-$73.0K2026-11-04
Mission Wealth Management, LP
DECREASED2,2353,657-1,422-39%$1.5M$815.1K-$635.3K2026-10-15
Sigma Planning Corp
INCREASED2,2131,848+365+20%$732.9K$816.5K+$83.6K2026-10-23
Skyline Advisors, Inc.
INCREASED2,2042,199+5+0%$872.3K$803.8K-$68.6K2026-11-03
Prime Capital Investment Advisors, LLC
DECREASED2,1302,209-79-4%$876.2K$776.6K-$99.5K2026-10-20
Novem Group
INCREASED2,0311,897+134+7%$752.2K$740.6K-$11.6K2026-10-19
US Bancorp \de\
INCREASED2,0301,925+105+5%$763.5K$740.3K-$23.2K2026-11-05
Equitable Trust Co
UNCHANGED2,0282,02800%$804.3K$739.6K-$64.8K2026-10-13
Yoder Wealth Management, Inc.
UNCHANGED2,0102,01000%$797.2K$733.0K-$64.2K2026-10-13
Citizens Financial Group Inc
INCREASED1,9791,969+10+1%$780.8K$721.8K-$59.0K2026-10-23
RFG Advisory, LLC
DECREASED1,9612,457-496-20%$974.5K$715.3K-$259.2K2026-11-03
Beaumont Asset Management, L.L.C.
INCREASED1,9111,831+80+4%$726.2K$696.9K-$29.3K2026-10-16
HBW Advisory Services LLC
INCREASED1,9081,833+75+4%$727.0K$695.8K-$31.2K2026-10-15
Romano Brothers and Company
DECREASED1,8901,915-25-1%$759.5K$689.2K-$70.3K2026-10-22
Aprio Wealth Management, LLC
INCREASED1,8621,861+1+0%$738.2K$679.0K-$59.2K2026-10-28
Wealthfront Advisers LLC
DECREASED1,8152,029-214-11%$804.7K$661.9K-$142.8K2026-11-09
Blackston Financial Advisory Group, LLC
DECREASED1,7681,770-20%$702.2K$644.8K-$57.4K2026-11-04
Darrow Company, Inc.
UNCHANGED1,7421,74200%$688.5K$636.8K-$51.7K2026-10-22
Axxcess Wealth Management, LLC
DECREASED1,7359,538-7,803-82%$3.8M$632.6K-$3.2M2026-10-21
D.A. Davidson & Co.
INCREASED1,7261,705+21+1%$676.5K$629.7K-$46.7K2026-10-28
Condor Capital Management
DECREASED1,6981,715-17-1%$680.2K$619.2K-$61.0K2026-11-06
StoneX Group Inc.
INCREASED1,6891,243+446+36%$492.4K$619.8K+$127.4K2026-11-03
S&A Financial Services, Inc.
INCREASED1,6691,666+3+0%$660.9K$608.6K-$52.3K2026-11-03
Retirement Planning Group, LLC
INCREASED1,6641,366+298+22%$541.8K$606.8K+$65.1K2026-10-19
Accretive Wealth Partners, LLC
UNCHANGED1,6561,65600%$656.8K$603.9K-$52.9K2026-11-06
PUREfi Wealth, LLC
UNCHANGED1,6371,63700%$649.3K$597.0K-$52.3K2026-10-19
Chatham Capital Group, Inc.
UNCHANGED1,5651,56500%$620.7K$570.7K-$50.0K2026-10-16
Bison Wealth, LLC
UNCHANGED1,5601,56000%$621.3K$586.7K-$34.6K2026-10-13
LexAurum Advisors, LLC
UNCHANGED1,5601,56000%$618.7K$568.9K-$49.8K2026-10-19
MGO One Seven LLC
DECREASED1,5491,569-20-1%$622.2K$565.0K-$57.2K2026-10-28
Fisher Asset Management, LLC
INCREASED1,5421,496+46+3%$593.3K$562.5K-$30.8K2026-11-06
Hardy Reed LLC
UNCHANGED1,4981,49800%$594.1K$546.3K-$47.8K2026-11-06
Csenge Advisory Group
DECREASED1,4761,682-206-12%$667.1K$538.3K-$128.8K2026-11-04
Joel Isaacson & Co., LLC
INCREASED1,4701,467+3+0%$581.7K$536.1K-$45.6K2026-11-05
Lpwm LLC
UNCHANGED1,4691,46900%$582.6K$535.7K-$46.9K2026-10-20
Valeo Financial Advisors, LLC
UNCHANGED1,4321,43200%$567.9K$522.2K-$45.7K2026-10-08
Ignite Planners, LLC
DECREASED1,4211,432-11-1%$568.1K$518.4K-$49.7K2026-10-14
Kingswood Wealth Advisors, LLC
DECREASED1,3861,402-16-1%$555.9K$505.3K-$50.6K2026-10-23
Great Valley Advisor Group, Inc.
INCREASED1,384650+734+113%$257.8K$505.3K+$247.5K2026-11-09
KDK Private Wealth Management, LLC
UNCHANGED1,3691,36900%$543.0K$499.2K-$43.7K2026-11-03
Avantax Planning Partners, Inc.
INCREASED1,3631,269+94+7%$503.3K$497.1K-$6.2K2026-11-03
HUB Investment Partners, LLC
INCREASED1,3581,357+1+0%$538.2K$495.1K-$43.1K2026-11-03
Bernardo Wealth Planning LLC
INCREASED1,320660+660+100%$261.8K$481.4K+$219.6K2026-10-23
Narus Financial Partners, LLC
INCREASED1,3181,178+140+12%$467.2K$480.6K+$13.4K2026-10-19
Americana Partners, LLC
UNCHANGED1,3001,30000%$515.7K$474.1K-$41.5K2026-10-28
Capital City Trust Co
INCREASED1,2981,262+36+3%$500.5K$473.4K-$27.2K2026-10-22
Christensen, King & Associates Investment Services, Inc.
DECREASED1,2951,306-11-1%$518.0K$472.4K-$45.6K2026-10-22
Argentarii, LLC
UNCHANGED1,2441,24400%$498.5K$453.5K-$45.0K2026-10-28
Blue Fin Capital, Inc.
INCREASED1,2181,113+105+9%$441.6K$444.0K+$2.4K2026-10-28
Strategic Advisors LLC
UNCHANGED1,1861,18600%$470.4K$432.5K-$37.9K2026-10-13
Valley National Advisers Inc
UNCHANGED1,1841,18400%$469.6K$431.8K-$37.8K2026-10-23
Integrity Alliance, Llc.
UNCHANGED1,1561,15600%$458.5K$421.6K-$36.9K2026-10-29
Kathmere Capital Management, LLC
UNCHANGED1,1511,15100%$456.5K$419.7K-$36.8K2026-10-20
IFP Advisors, Inc
DECREASED1,1481,283-135-11%$508.9K$418.7K-$90.2K2026-10-16
CoreCap Advisors, LLC
DECREASED1,1131,138-25-2%$451.5K$406.0K-$45.5K2026-10-08
Vise Technologies, Inc.
INCREASED1,108899+209+23%$356.6K$403.9K+$47.3K2026-10-29
Pinnacle Associates LTD
UNCHANGED1,0921,09200%$433.1K$398.2K-$34.9K2026-10-20
Nwam LLC
INCREASED1,059819+240+29%$324.8K$386.1K+$61.4K2026-11-09
Waters Parkerson & Co., LLC
UNCHANGED1,0551,05500%$418.4K$384.7K-$33.7K2026-11-04
Apollon Wealth Management, LLC
INCREASED1,053907+146+16%$359.7K$384.0K+$24.3K2026-10-23
Signal Advisors Wealth, LLC
DECREASED1,0491,108-59-5%$439.6K$382.5K-$57.0K2026-10-13
TCP Asset Management, LLC
UNCHANGED1,0401,04000%$412.5K$384.1K-$28.4K2026-10-14
Smith Salley Wealth Management
INCREASED1,011705+306+43%$279.6K$368.7K+$89.1K2026-11-03
Burney Co/
DECREASED984989-5-1%$392.2K$358.8K-$33.4K2026-10-15
Signature Estate & Investment Advisors LLC
UNCHANGED98398300%$389.8K$358.5K-$31.2K2026-10-13
Focus Financial Network, Inc.
INCREASED957955+2+0%$378.7K$348.9K-$29.8K2026-10-14
Wedbush Securities Inc
INCREASED946936+10+1%$371.0K$345-$370.7K2026-10-22
Gallacher Capital Management LLC
INCREASED933813+120+15%$322.3K$340.1K+$17.8K2026-10-30
Long Island Wealth Management, Inc.
UNCHANGED92392300%$365.9K$336.7K-$29.3K2026-10-20
BIP Wealth, LLC
UNCHANGED92292200%$365.7K$336.2K-$29.4K2026-10-22
Key FInancial Inc
UNCHANGED91391300%$362.1K$333.0K-$29.2K2026-11-02
Mesirow Financial Investment Management, Inc.
DECREASED897922-25-3%$365.4K$326.9K-$38.5K2026-11-05
CX Institutional
UNCHANGED88388300%$350$322-$282026-10-02
Peterson Wealth Advisors, LLC
INCREASED872871+1+0%$345.3K$318.1K-$27.2K2026-10-08
Visionary Wealth Advisors
DECREASED867885-18-2%$351.0K$316.2K-$34.8K2026-11-04
Western Wealth Management, LLC
INCREASED859858+1+0%$340.3K$313.2K-$27.1K2026-11-09
NWF Advisory Services Inc.
UNCHANGED85985900%$340.7K$313.3K-$27.4K2026-10-19
Savant Capital, LLC
DECREASED8461,707-861-50%$646.1K$308.5K-$337.6K2026-11-06
IVC Wealth Advisors LLC
UNCHANGED84084000%$333.2K$306.3K-$26.8K2026-10-23
SBI Securities Co., Ltd.
UNCHANGED81081000%$321.3K$295.4K-$25.9K2026-10-22
Community Financial Services Group, LLC
DECREASED808913-105-11%$364.0K$295.1K-$68.9K2026-10-15
Rhodes Investment Advisors Inc
INCREASED798693+105+15%$274.9K$291.0K+$16.2K2026-10-07
Florida Trust Wealth Management Co
UNCHANGED79779700%$316.1K$290.7K-$25.4K2026-11-05
Exchange Traded Concepts, LLC
DECREASED78454,248-53,464-99%$21.5M$285.9K-$21.2M2026-10-28
Mainsail Asset Management, LLC
UNCHANGED78378300%$306.6K$293.6K-$12.9K2026-10-14
HBK Sorce Advisory LLC
INCREASED770708+62+9%$283.9K$301.6K+$17.8K2026-11-06
Cape Investment Advisory, Inc.
INCREASED760391+369+94%$155.1K$277.2K+$122.1K2026-10-13
AdvisorNet Financial, Inc
DECREASED7599,970-9,211-92%$4.0M$283.1K-$3.7M2026-10-15
Sherman Wealth Management LLC
DECREASED7581,020-262-26%$404.5K$276.4K-$128.2K2026-10-16
Black Diamond Financial, LLC
UNCHANGED75475400%$299.0K$275.0K-$24.1K2026-10-26
Beacon Capital Management, LLC
DECREASED746873-127-15%$346.3K$271.9K-$74.4K2026-10-23
Fearless Solutions, LLC dba Best Invest
DECREASED744754-10-1%$299.0K$271.3K-$27.7K2026-10-14
Redwood Financial Network Corp
INCREASED736735+1+0%$291.3K$268.4K-$23.0K2026-11-03
Penobscot Wealth Management
INCREASED719700+19+3%$277.5K$262.3K-$15.2K2026-10-21
Turtle Creek Wealth Advisors, LLC
UNCHANGED70470400%$279.2K$256.7K-$22.5K2026-10-15
Boltwood Capital Management
UNCHANGED70270200%$278.4K$256.0K-$22.4K2026-10-02
Pine Valley Investments Ltd Liability Co
UNCHANGED70070000%$277.6K$255.3K-$22.4K2026-11-09
Oak Barrel Wealth Advisory LLC
UNCHANGED68668600%$272.1K$250.2K-$21.9K2026-11-05
Yardley Wealth Management LLC
UNCHANGED68168100%$270.1K$248.3K-$21.7K2026-10-23
West Bancorporation Inc
UNCHANGED68068000%$269.7K$248.0K-$21.7K2026-10-29
Retirement Planning Co of New England, Inc.
INCREASED677676+1+0%$268.0K$246.9K-$21.1K2026-10-15
Fulton Breakefield Broenniman LLC
UNCHANGED66466400%$263.3K$242.1K-$21.2K2026-11-03
Dynamic Advisor Solutions LLC
DECREASED662700-38-5%$277.7K$241.5K-$36.2K2026-10-13
Soundwatch Capital LLC
UNCHANGED65665600%$260.2K$242.3K-$17.9K2026-11-04
Hopwood Financial Services, Inc.
UNCHANGED64264200%$254.6K$234.1K-$20.5K2026-10-29
Montag A & Associates Inc
DECREASED635654-19-3%$259.4K$231.6K-$27.8K2026-10-29
First Premier Bank
UNCHANGED63463400%$251$231-$202026-10-13
Confluence Wealth Services, Inc.
UNCHANGED63363300%$250.9K$230.8K-$20.1K2026-11-05
Hazlett, Burt & Watson, Inc.
INCREASED630629+1+0%$212.0K$229-$211.8K2026-11-04
Geneos Wealth Management Inc.
DECREASED629650-21-3%$257.8K$229.4K-$28.4K2026-11-09
Perigon Wealth Management, LLC
DECREASED625633-8-1%$251.2K$228.0K-$23.3K2026-10-22
Nicholas Hoffman & Company, Llc.
UNCHANGED61961900%$245.5K$225.7K-$19.8K2026-10-30
TrueWealth Advisors, LLC
DECREASED617619-20%$245.5K$225.0K-$20.5K2026-10-09
Millennium Capital Advisors, LLC
DECREASED605625-20-3%$247.9K$220.6K-$27.3K2026-10-16
Fiduciary Financial Group, LLC
UNCHANGED60060000%$238.0K$218.8K-$19.2K2026-10-13
Chilton Capital Management LLC
UNCHANGED59359300%$235.2K$216.3K-$18.9K2026-10-28
Avidian Wealth Enterprises, LLC
UNCHANGED58958900%$233.6K$214.8K-$18.8K2026-10-08
Russell Investments Group, Ltd.
DECREASED586618-32-5%$245.0K$213.6K-$31.4K2026-11-06
Tiller Private Wealth, Inc.
DECREASED580654-74-11%$259.4K$211.5K-$47.9K2026-10-26
Davenport & Co LLC
UNCHANGED57357300%$227.3K$209.0K-$18.3K2026-10-14
Tortoise Investment Management, LLC
UNCHANGED56356300%$223.3K$205.3K-$18.0K2026-11-06
Integral Investment Advisors, Inc.
UNCHANGED56156100%$222.5K$204.6K-$17.9K2026-11-03
Krilogy Financial LLC
INCREASED560550+10+2%$218.1K$210.6K-$7.5K2026-10-13
Arthur M. Cohen & Associates, LLC
UNCHANGED55055000%$218.3K$200.7K-$17.6K2026-10-26
Viewpoint Capital Management LLC
UNCHANGED52152100%$206.6K$190.0K-$16.6K2026-10-27
Rice Partnership, LLC
UNCHANGED50050000%$198.3K$182.3K-$16.0K2026-11-09
Eurizon Asset Management Hungary Ltd.
UNCHANGED50050000%$198.3K$182.3K-$16.0K2026-11-06
City Holding Co
DECREASED485495-10-2%$196.3K$176.9K-$19.5K2026-10-19
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED46246200%$183.2K$168.5K-$14.8K2026-10-23
IFG Advisory, LLC
UNCHANGED42342300%$167.8K$154.3K-$13.5K2026-11-09
Jacobi Capital Management LLC
NEW414—+414——$151.1K—2026-11-05
Signaturefd, LLC
UNCHANGED40540500%$160.7K$147.8K-$12.9K2026-10-23
Dhjj Financial Advisors, Ltd.
UNCHANGED40140100%$159.0K$146.2K-$12.8K2026-10-23
Bullock Wealth Management Group
UNCHANGED35735700%$142.2K$130.4K-$11.8K2026-10-09
Allspring Global Investments Holdings, LLC
NEW335—+335——$122.3K—2026-11-04
Caldwell Trust Co
UNCHANGED32032000%$126.9K$116.7K-$10.2K2026-10-30
Barnes Dennig Private Wealth Management LLC
INCREASED292257+35+14%$101.9K$106.5K+$4.6K2026-10-30
DeDora Capital, Inc.
NEW253—+253——$92.3K—2026-10-26
Compass Financial Management LLC
UNCHANGED23523500%$93.7K$85.8K-$7.9K2026-10-30
Comprehensive Financial Planning, Inc.
UNCHANGED22722700%$90.2K$83.1K-$7.1K2026-10-27
Transce3nd, LLC
NEW226—+226——$87.1K—2026-10-26
Mosley Wealth Management
INCREASED215214+1+0%$85.0K$81.5K-$3.5K2026-10-16
IFS Advisors, LLC
NEW198—+198——$72.4K—2026-10-14
Activest Wealth Management
NEW198—+198——$72.2K—2026-10-15
Triumph Capital Management
INCREASED197183+14+8%$72.6K$71.8K-$7382026-10-14
Trust Co of Toledo NA
UNCHANGED19319300%$76.5K$70.4K-$6.2K2026-10-16
Clark Wealth Partners
UNCHANGED19219200%$76.2K$70.0K-$6.1K2026-10-19
North Star Investment Management Corp.
UNCHANGED19019000%$75.4K$69.3K-$6.1K2026-10-27
Root Financial Partners, LLC
NEW179—+179——$65.3K—2026-10-21
Buck Wealth Strategies, LLC
UNCHANGED17817800%$70.5K$64.9K-$5.6K2026-10-28
Ashton Thomas Private Wealth, LLC
INCREASED175112+63+56%$44.5K$63.9K+$19.4K2026-11-03
Abound Wealth Management
UNCHANGED16216200%$64.2K$59.1K-$5.2K2026-10-26
Elevated Capital Advisors, LLC
UNCHANGED16216200%$64.3K$59.1K-$5.2K2026-11-04
City State Bank
UNCHANGED16016000%$63.5K$58.3K-$5.1K2026-10-20
Davis Capital Management
UNCHANGED15515500%$61.5K$56.5K-$5.0K2026-10-08
Cassaday & Co Wealth Management LLC
UNCHANGED15415400%$61.1K$56.2K-$4.9K2026-10-27
DT Investment Partners, LLC
DECREASED153676-523-77%$268.1K$55.8K-$212.3K2026-10-27
Wilmington Savings Fund Society, FSB
UNCHANGED14314300%$56.7K$52.1K-$4.6K2026-10-23
Duncker Streett & Co Inc
UNCHANGED14014000%$55.5K$51.1K-$4.5K2026-10-27
Bangor Savings Bank
DECREASED138199-61-31%$78.9K$50.3K-$28.6K2026-10-06
Center for Financial Planning, Inc.
UNCHANGED13613600%$53.9K$49.6K-$4.3K2026-10-26
EverSource Wealth Advisors, LLC
INCREASED13294+38+40%$37.4K$48.3K+$10.8K2026-11-04
Capital Investment Advisory Services, LLC
UNCHANGED13113100%$52.0K$48.0K-$4.0K2026-10-30
Beacon Investment Advisory Services, Inc.
UNCHANGED12512500%$49.7K$45.7K-$4.0K2026-10-13
Quaker Wealth Management, LLC
UNCHANGED12512500%$49.6K$45.6K-$4.0K2026-10-22
Physician Wealth Advisors, Inc.
INCREASED120119+1+1%$47.4K$43.6K-$3.7K2026-10-20
Main Street Group, LTD
UNCHANGED11811800%$46.8K$43.1K-$3.8K2026-10-28
Glass Jacobson Investment Advisors llc
UNCHANGED11511500%$45.6K$41.9K-$3.7K2026-10-26
Goodman Advisory Group, LLC
NEW114—+114——$41.6K—2026-11-02
Rydar Equities, Inc.
NEW113—+113——$42.1K—2026-10-13
Financial Consulate, Inc
DECREASED110111-1-1%$44.1K$39.9K-$4.2K2026-10-23
Highline Wealth Partners LLC
UNCHANGED11011000%$43.6K$40.1K-$3.5K2026-10-19
Rosenberg Matthew Hamilton
UNCHANGED10710700%$42.4K$39.0K-$3.4K2026-10-05
EPG Wealth Management LLC
UNCHANGED10310300%$40.7K$37.5K-$3.2K2026-11-03
Next Level Wealth Planning, LLC
NEW98—+98——$35.7K—2026-10-29
Paladin Advisory Group, LLC
UNCHANGED969600%$38.1K$35.0K-$3.1K2026-11-09
Ashton Thomas Securities, LLC
UNCHANGED949400%$37.3K$34.3K-$3.0K2026-10-26
Bessemer Group Inc
DECREASED92109-17-16%$43.0K$34-$43.0K2026-11-09
Deutsche Bank Ag\
UNCHANGED858500%$33.7K$31.0K-$2.7K2026-11-06
Creative Financial Designs Inc
UNCHANGED828200%$32.5K$29.9K-$2.6K2026-11-04
Strive Financial Group,LLC
INCREASED7875+3+4%$29.7K$28.4K-$1.3K2026-11-09
Rossby Financial, LCC
INCREASED7450+24+48%$19.8K$27.0K+$7.2K2026-11-05
Bank of New Hampshire
INCREASED7315+58+387%$5.9K$26.6K+$20.7K2026-10-06
Independence Bank of Kentucky
NEW70—+70——$25.5K—2026-10-26
Mather Group, Llc.
UNCHANGED707000%$27.8K$25.5K-$2.2K2026-10-14
Larson Financial Group LLC
DECREASED68138-70-51%$54.7K$24.8K-$29.9K2026-11-05
Pathway Financial Advisers, LLC
NEW62—+62——$22.6K—2026-10-27
SouthState Bank Corp
UNCHANGED626200%$24.6K$22.6K-$2.0K2026-11-09
North Point Portfolio Managers Corp
NEW60—+60——$21.9K—2026-10-07
Balance Wealth Partners LLC
NEW60—+60——$21.9K—2026-10-27
Halbert Hargrove Global Advisors, LLC
UNCHANGED505000%$19.8K$18.2K-$1.6K2026-10-16
Central Trust Co
UNCHANGED464600%$18.2K$16.8K-$1.5K2026-11-05
Plante Moran Financial Advisors, LLC
UNCHANGED444400%$17.5K$16.0K-$1.4K2026-11-04
Rothwell Investment Advisors, LLC
NEW38—+38——$13.8K—2026-11-06
Horizon Financial Services, LLC
DECREASED3870-32-46%$27.8K$13.9K-$13.9K2026-11-04
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED383800%$15.1K$15.1K$02026-10-15
Bay Harbor Wealth Management, LLC
UNCHANGED313100%$12.3K$11.3K-$9902026-11-03
Evolution Wealth Management Inc.
INCREASED3014+16+114%$5.4K$11.1K+$5.7K2026-10-28
Atwood & Palmer Inc
UNCHANGED303000%$11.9K$10.9K-$9582026-10-08
Tidemark, LLC
UNCHANGED282800%$11.1K$10.2K-$8942026-11-09
Harbor Asset Planning, Inc.
UNCHANGED212100%$8.4K$7.8K-$6632026-10-23
Markowski Investments
UNCHANGED212100%$8.3K$7.7K-$6522026-10-30
Morton Brown Family Wealth, LLC
UNCHANGED202000%$8.0K$7.4K-$6282026-10-23
Mainstream Capital Management LLC
NEW17—+17——$6.2K—2026-10-23
William Mack & Associates, Inc.
NEW17—+17——$6.2K—2026-10-27
Hurley Capital, LLC
UNCHANGED171700%$6.7K$6.2K-$5422026-11-05
Bradley & Co. Private Wealth Management, LLC
UNCHANGED161600%$6.3K$5.8K-$5112026-10-23
Hantz Financial Services, Inc.
NEW15—+15——$5—2026-11-09
Lodestone Wealth Management LLC
NEW15—+15——$5.5K—2026-10-14
Nfsg Corp
UNCHANGED151500%$5.9K$5.5K-$4792026-10-15
Signature Equity Partners, LLC
UNCHANGED151500%$6.1K$5.6K-$4792026-10-29
Signature Resources Capital Management, LLC
UNCHANGED141400%$5.6K$5.1K-$4472026-10-16
POM Investment Strategies, LLC
NEW13—+13——$4.7K—2026-10-20
Silver Grove Financial Group, Inc.
NEW13—+13——$4.7K—2026-11-05
Archer Investment Corp
UNCHANGED131300%$5.2K$4.7K-$4152026-11-05
Financial Network Wealth Advisors LLC
UNCHANGED121200%$4.8K$4.4K-$3832026-10-28
Friedenthal Financial
UNCHANGED121200%$4.8K$4.4K-$3842026-10-27
Ares Financial Consulting, LLC
UNCHANGED101000%$4.0K$3.7K-$3122026-10-19
Central Pacific Bank - Trust Division
UNCHANGED101000%$4.0K$3.6K-$3192026-10-06
Golden State Wealth Management, LLC
NEW9—+9——$3.3K—2026-11-02
Jnba Financial Advisors
UNCHANGED9900%$3.7K$3.4K-$2962026-11-03
Polaris Financial Partners
NEW8—+8——$3—2026-10-02
Smallwood Wealth Investment Management, LLC
UNCHANGED8800%$3.2K$2.9K-$2552026-10-30
Go Invest LLC
INCREASED65+1+20%$2.1K$2.0K-$642026-10-09
Creative Capital Management Investments LLC
UNCHANGED6600%$2.4K$2.2K-$1922026-10-28
Cullen T Bankers, Inc.
UNCHANGED5500%$2.0K$1.8K-$1602026-10-28
Lanark Financial, Inc.
UNCHANGED4400%$1.6K$1.5K-$1272026-10-26
Silvant Capital Management LLC
NEW1—+1——$522—2026-11-09
Great Lakes Advisors, LLC
NEW0—0——$40—2026-11-06
Curran Financial Partners, LLC
CLOSED011,803-11,803-100%$4.7M$0-$4.7M2026-11-04
New York Life Investment Management LLC
CLOSED08,972-8,972-100%$3.6M$0-$3.6M2026-11-04
Robertson Stephens Wealth Management, LLC
CLOSED02,456-2,456-100%$974.1K$0-$974.1K2026-10-16
AlphaStar Capital Management, LLC
CLOSED01,599-1,599-100%$634.2K$0-$634.2K2026-10-16
Hall Capital Management Co Inc
CLOSED01,147-1,147-100%$454.9K$0-$454.9K2026-11-09
Silver OAK Securities, Incorporated
CLOSED0622-622-100%$246.7K$0-$246.7K2026-11-09
Ifrah Financial Services, Inc.
CLOSED0605-605-100%$239.8K$0-$239.8K2026-10-13
Level Four Advisory Services, LLC
CLOSED0604-604-100%$239.6K$0-$239.6K2026-11-06
Brandywine OAK Private Wealth LLC
CLOSED0539-539-100%$213.7K$0-$213.7K2026-10-23
LVZ, Inc.
CLOSED0538-538-100%$213.4K$0-$213.4K2026-10-20
McGuire Investment Group, LLC
CLOSED0534-534-100%$211.8K$0-$211.8K2026-10-23
Agate Pass Investment Management, LLC
CLOSED0528-528-100%$209.4K$0-$209.4K2026-10-20
M.E. Allison & Co., Inc.
CLOSED0526-526-100%$208.6K$0-$208.6K2026-10-09
Sound Income Strategies, LLC
CLOSED0520-520-100%$206.2K$0-$206.2K2026-10-09
Magnus Financial Group LLC
CLOSED0507-507-100%$201.1K$0-$201.1K2026-10-21
Associated Banc-Corp
CLOSED0505-505-100%$200.3K$0-$200.3K2026-10-30
Acropolis Investment Management, LLC
CLOSED0330-330-100%$130.9K$0-$130.9K2026-10-08
Tsfg, LLC
CLOSED0314-314-100%$125.0K$0-$125.0K2026-10-23
International Assets Investment Management, LLC
CLOSED0291-291-100%$115.9K$0-$115.9K2026-11-02
Vermillion Wealth Management, Inc.
CLOSED0146-146-100%$57.8K$0-$57.8K2026-10-26
Midway Capital Research & Management
CLOSED0144-144-100%$57.1K$0-$57.1K2026-10-20
UMB Bank, n.a.
CLOSED0139-139-100%$55.1K$0-$55.1K2026-11-06
Robinswood Financial LLC
CLOSED0129-129-100%$51.2K$0-$51.2K2026-10-20
Obsidian CIO, LLC
CLOSED0128-128-100%$50.9K$0-$50.9K2026-11-05
Tucker Asset Management LLC
CLOSED0125-125-100%$49.6K$0-$49.6K2026-10-29
Concord Wealth Partners
CLOSED090-90-100%$35.7K$0-$35.7K2026-11-02
Bullseye Investment Management, LLC
CLOSED083-83-100%$32.9K$0-$32.9K2026-10-29
Boyd Watterson Asset Management LLC
CLOSED079-79-100%$31.3K$0-$31.3K2026-11-06
Salem Investment Counselors Inc
CLOSED056-56-100%$22.2K$0-$22.2K2026-10-13
Realta Investment Advisors
CLOSED016-16-100%$6.3K$0-$6.3K2026-10-14
Founders Capital Management
CLOSED013-13-100%$5.2K$0-$5.2K2026-10-13
Covestor Ltd
UNCHANGED000—$0$0$02026-10-30
Bank of America Corp
N/A—1,643,615-1,643,615-100%$651.9M———
Morgan Stanley
N/A—426,270-426,270-100%$169.1M———
JPMorgan Chase & Co
N/A—418,982-418,982-100%$165.6M———
Pgim Custom Harvest LLC
N/A—407,202-407,202-100%$161.5M———
UBS Group AG
N/A—342,108-342,108-100%$135.7M———
Wells Fargo & Company
N/A—323,099-323,099-100%$128.1M———
Northwestern Mutual Wealth Management Co
N/A—184,624-184,624-100%$73.2M———
Foundations Investment Advisors, LLC
N/A—161,278-161,278-100%$64.0M———
Raymond James Financial Inc
N/A—143,844-143,844-100%$57.0M———
Envestnet Asset Management Inc
N/A—119,582-119,582-100%$47.4M———
Stifel Financial Corp
N/A—112,833-112,833-100%$44.8M———
Rockefeller Capital Management L.P.
N/A—87,969-87,969-100%$34.9M———
Janney Montgomery Scott LLC
N/A—79,616-79,616-100%$31.6M———
Royal Bank of Canada
N/A—77,411-77,411-100%$30.7M———
Ameriprise Financial Inc
N/A—75,926-75,926-100%$30.1M———
Ameritas Advisory Services, LLC
N/A—70,445-70,445-100%$27.9M———
Empower Advisory Group, LLC
N/A—53,858-53,858-100%$21.4M———
Cetera Investment Advisers
N/A—51,922-51,922-100%$20.6M———
M&T Bank Corp
N/A—49,801-49,801-100%$19.8M———
Allianz SE
N/A—49,202-49,202-100%$19.5M———
Horizon Investments, LLC
N/A—46,394-46,394-100%$18.4M———
Mercer Global Advisors Inc
N/A—42,447-42,447-100%$16.8M———
Osaic Holdings, Inc.
N/A—39,402-39,402-100%$15.6M———
Adaptive Financial Consulting, LLC
N/A—38,530-38,530-100%$15.3M———
Stratos Wealth Partners, Ltd.
N/A—37,218-37,218-100%$14.8M———
Mariner, LLC
N/A—27,379-27,379-100%$10.9M———
HighTower Advisors, LLC
N/A—23,716-23,716-100%$9.4M———
BNP Paribas Financial Markets
N/A—20,100-20,100-100%$8.0M———
Jones Financial Companies Lllp
N/A—18,250-18,250-100%$7.1M———
Susquehanna International Group, LLP
N/A—16,985-16,985-100%$6.7M———
MML Investors Services, LLC
N/A—16,064-16,064-100%$6.4M———
Private Advisor Group, LLC
N/A—14,933-14,933-100%$5.9M———
Focus Partners Wealth
N/A—13,356-13,356-100%$5.3M———
FMR LLC
N/A—12,820-12,820-100%$5.1M———
Quantinno Capital Management LP
N/A—11,309-11,309-100%$4.5M———
Anchor Investment Management, LLC
N/A—11,259-11,259-100%$4.5M———
Goldman Sachs Group Inc
N/A—10,928-10,928-100%$4.3M———
Northern Trust Corp
N/A—9,964-9,964-100%$4.0M———
Madden Advisory Services, Inc.
N/A—9,909-9,909-100%$3.9M———
Advisors Capital Management, LLC
N/A—9,421-9,421-100%$3.7M———
United Capital Financial Advisors, LLC
N/A—8,770-8,770-100%$3.5M———
AQR Capital Management LLC
N/A—8,177-8,177-100%$3.2M———
Main Management LLC
N/A—7,741-7,741-100%$3.1M———
One Capital Management, LLC
N/A—7,270-7,270-100%$2.6M———
Strategic Investment Solutions, Inc.
N/A—7,162-7,162-100%$2.8M———
Two Sigma Investments, LP
N/A—7,100-7,100-100%$2.8M———
Richmond Brothers, Inc.
N/A—7,091-7,091-100%$2.8M———
Joule Financial, LLC
N/A—6,930-6,930-100%$2.7M———
Integrated Wealth Concepts LLC
N/A—6,874-6,874-100%$2.7M———
Destination Wealth Management
N/A—6,860-6,860-100%$2.7M———
NewEdge Advisors, LLC
N/A—6,841-6,841-100%$2.7M———
Johnson Investment Counsel Inc
N/A—6,828-6,828-100%$2.7M———
Elm Partners Management LLC
N/A—6,792-6,792-100%$2.7M———
Syon Capital LLC
N/A—6,758-6,758-100%$2.7M———
Trinity Legacy Partners, LLC
N/A—6,616-6,616-100%$2.6M———
O'shaughnessy Asset Management, LLC
N/A—6,031-6,031-100%$2.4M———
EP Wealth Advisors, LLC
N/A—5,922-5,922-100%$2.3M———
Snowden Capital Advisors LLC
N/A—5,647-5,647-100%$2.2M———
Cresset Asset Management, LLC
N/A—5,400-5,400-100%$2.1M———
&partners
N/A—5,391-5,391-100%$2.1M———
Haverford Trust Co
N/A—5,118-5,118-100%$2.0M———
Stephens Inc
N/A—4,904-4,904-100%$1.9M———
BlackRock, Inc.
N/A—4,638-4,638-100%$1.8M———
Houlihan Financial Resource Group, Ltd.
N/A—4,535-4,535-100%$1.8M———
UBS Asset Management Americas LLC
N/A—4,030-4,030-100%$1.6M———
Tradewinds, Llc.
N/A—3,927-3,927-100%$1.0M———
MAI Capital Management
N/A—3,824-3,824-100%$1.5M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—3,796-3,796-100%$1.5M———
Jacobs Equity LLC
N/A—3,599-3,599-100%$1.4M———
Bellevue Asset Management, LLC
N/A—3,599-3,599-100%$1.4M———
Christine Messmer PC
N/A—3,550-3,550-100%$1.4M———
Glenmede Trust Co NA
N/A—3,509-3,509-100%$1.4M———
Sound View Wealth Advisors Group, LLC
N/A—3,448-3,448-100%$1.4M———
CIBC Bancorp USA Inc.
N/A—3,432-3,432-100%$1.4M———
Essex Financial Services, Inc.
N/A—3,426-3,426-100%$1.4M———
Arkadios Wealth Advisors
N/A—3,402-3,402-100%$1.3M———
Berkeley Capital Partners, LLC
N/A—3,399-3,399-100%$1.3M———
Arax Advisory Partners
N/A—3,116-3,116-100%$1.2M———
Waverly Advisors, LLC
N/A—3,116-3,116-100%$1.2M———
Ausdal Financial Partners, Inc.
N/A—3,103-3,103-100%$1.2M———
Cerity Partners LLC
N/A—3,098-3,098-100%$1.2M———
One Charles Private Wealth Services, LLC
N/A—3,090-3,090-100%$1.2M———
AE Wealth Management LLC
N/A—3,076-3,076-100%$1.2M———
Centaurus Financial, Inc.
N/A—3,011-3,011-100%$1.2M———
Main Street Financial Solutions, LLC
N/A—2,972-2,972-100%$1.2M———
Brown Advisory Inc
N/A—2,939-2,939-100%$1.2M———
Captrust Financial Advisors
N/A—2,927-2,927-100%$1.2M———
Maxele Advisors, LLC
N/A—2,911-2,911-100%$1.2M———
Huntington National Bank
N/A—2,885-2,885-100%$1.1M———
Tranquilli Financial Advisor LLC
N/A—2,860-2,860-100%$1.1M———
Steward Partners Investment Advisory, LLC
N/A—2,808-2,808-100%$1.1M———
Keating Financial Advisory Services, Inc.
N/A—2,646-2,646-100%$1.0M———
Vista Investment Management
N/A—2,640-2,640-100%$1.0M———
Hershey Financial Advisers, LLC
N/A—2,629-2,629-100%$1.0M———
Sumitomo Mitsui Financial Group, Inc.
N/A—2,619-2,619-100%$1.0M———
Capital Advisors Inc
N/A—2,595-2,595-100%$1.0M———
Pathstone Holdings, LLC
N/A—2,592-2,592-100%$1.0M———
Wealthspire Retirement, LLC
N/A—2,509-2,509-100%$995.1K———
World Investment Advisors
N/A—2,346-2,346-100%$867.7K———
Beacon Pointe Advisors, LLC
N/A—2,341-2,341-100%$928.3K———
Ingalls & Snyder LLC
N/A—2,329-2,329-100%$924.0K———
Wealthspire Advisors, LLC
N/A—2,158-2,158-100%$855.7K———
Nvest Financial, LLC
N/A—2,145-2,145-100%$850.6K———
IEQ Capital, LLC
N/A—2,099-2,099-100%$832.5K———
Summit Financial, LLC
N/A—1,843-1,843-100%$731.1K———
HRT Financial LP
N/A—1,815-1,815-100%$719.0K———
Equitable Holdings, Inc.
N/A—1,802-1,802-100%$714.6K———
WNY Asset Management, LLC
N/A—1,802-1,802-100%$714.7K———
Financial Engines Advisors L.L.C.
N/A—1,692-1,692-100%$671.1K———
Sanctuary Advisors, LLC
N/A—1,678-1,678-100%$665.7K———
Citadel Advisors LLC
N/A—1,669-1,669-100%$661.9K———
IHT Wealth Management, LLC
N/A—1,660-1,660-100%$658.3K———
Bank of Nova Scotia
N/A—1,646-1,646-100%$652.8K———
NorthRock Partners, LLC
N/A—1,547-1,547-100%$613.5K———
Global Retirement Partners, LLC
N/A—1,535-1,535-100%$608.7K———
Simmons Bank
N/A—1,516-1,516-100%$601.3K———
Nomura Asset Management Co LTD
N/A—1,500-1,500-100%$594.9K———
Rehmann Capital Advisory Group
N/A—1,446-1,446-100%$573.5K———
Nuveen, LLC
N/A—1,407-1,407-100%$558.0K———
Independent Advisor Alliance
N/A—1,394-1,394-100%$552.9K———
Vestmark Advisory Solutions, Inc.
N/A—1,358-1,358-100%$538.6K———
Gladstone Institutional Advisory LLC
N/A—1,340-1,340-100%$531.5K———
Flow Traders U.S. LLC
N/A—1,339-1,339-100%$531.0K———
Bragg Financial Advisors, Inc
N/A—1,324-1,324-100%$525.1K———
1015 Capital Partners, LLC
N/A—1,313-1,313-100%$520.7K———
Blair William & Co
N/A—1,308-1,308-100%$518.9K———
BFC Planning, Inc.
N/A—1,287-1,287-100%$510.4K———
FourThought Financial Partners, LLC
N/A—1,286-1,286-100%$510.0K———
Choate Investment Advisors
N/A—1,283-1,283-100%$508.8K———
Mittelman Wealth Management
N/A—1,282-1,282-100%$508.5K———
Safe Harbor Fiduciary, LLC
N/A—1,263-1,263-100%$500.9K———
V2 Financial group LLC
N/A—1,250-1,250-100%$495.8K———
Wilson & Boucher Capital Management, LLC
N/A—1,219-1,219-100%$483.5K———
IMA Advisory Services, Inc.
N/A—1,155-1,155-100%$458.1K———
Kingsview Wealth Management, LLC
N/A—1,081-1,081-100%$428.8K———
Bank of Marin
N/A—1,077-1,077-100%$427.1K———
Principal Securities, Inc.
N/A—1,069-1,069-100%$424.0K———
LRI Investments, LLC
N/A—1,068-1,068-100%$423.6K———
Birchcreek Wealth Management, LLC
N/A—1,049-1,049-100%$416.0K———
Checchi Capital Advisers, LLC
N/A—1,006-1,006-100%$399.0K———
VSM Wealth Advisory, LLC
N/A—1,003-1,003-100%$397.8K———
Fiduciary Trust Co
N/A—1,000-1,000-100%$396.6K———
Charles Schwab Investment Management Inc
N/A—991-991-100%$393.0K———
Vickerman Investment Advisors, Inc.
N/A—991-991-100%$393.0K———
Maripau Wealth Management LLC
N/A—979-979-100%$388.0K———
Wealth Alliance, LLC
N/A—957-957-100%$379.4K———
Castle Wealth Management LLC
N/A—956-956-100%$379.2K———
Godshalk Welsh Capital Management, Inc.
N/A—955-955-100%$378.8K———
FSA Advisors, Inc.
N/A—924-924-100%$366.5K———
First Trust Advisors LP
N/A—915-915-100%$362.9K———
Focus Partners Advisor Solutions, LLC
N/A—849-849-100%$336.7K———
Disciplined Investors, L.L.C.
N/A—827-827-100%$327.9K———
Point72 Asset Management, L.P.
N/A—815-815-100%$323.2K———
Bouchey Financial Group, Ltd.
N/A—802-802-100%$318.1K———
Commerce Bank
N/A—787-787-100%$312.1K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—785-785-100%$311.4K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—784-784-100%$311.1K———
Moneta Group Investment Advisors LLC
N/A—768-768-100%$304.6K———
Garden State Investment Advisory Services LLC
N/A—715-715-100%$283.6K———
Pitti Group Wealth Management, LLC
N/A—709-709-100%$281.2K———
M3 Advisory Group, LLC
N/A—694-694-100%$275.1K———
Cahill Financial Advisors Inc
N/A—685-685-100%$271.7K———
Round Rock Advisors LLC
N/A—670-670-100%$265.7K———
MOR Wealth Management, LLC
N/A—664-664-100%$263.3K———
Alliancebernstein L.P.
N/A—661-661-100%$237.3K———
Meeder Advisory Services, Inc.
N/A—640-640-100%$253.8K———
Brookwood Investment Group LLC
N/A—640-640-100%$253.8K———
Fort Point Capital Partners LLC
N/A—618-618-100%$245.1K———
Nicolet Bankshares Inc
N/A—613-613-100%$244.2K———
Composition Wealth, LLC
N/A—611-611-100%$242.4K———
Gateway Wealth Partners, LLC
N/A—599-599-100%$237.6K———
Bartlett & Co. Wealth Management LLC
N/A—595-595-100%$236.0K———
Garrison Point Advisors, LLC
N/A—591-591-100%$234.4K———
Empowered Funds, LLC
N/A—583-583-100%$231.2K———
Cambria Investment Management, L.P.
N/A—583-583-100%$231.2K———
SCS Capital Management LLC
N/A—582-582-100%$230.7K———
Canal Capital Management, LLC
N/A—580-580-100%$230.0K———
Chevy Chase Trust Holdings, LLC
N/A—578-578-100%$229.2K———
Pinnacle Financial Partners, Inc.
N/A—573-573-100%$227.3K———
Panoramic Investment Advisors, LLC
N/A—566-566-100%$224.5K———
Prosperity Consulting Group, LLC
N/A—564-564-100%$223.7K———
Baird Financial Group, Inc.
N/A—545-545-100%$216.2K———
Timbuktu Capital Management, LLC
N/A—524-524-100%$207.6K———
Keel Point, LLC
N/A—521-521-100%$206.7K———
Private Wealth Advisors, LLC
N/A—518-518-100%$205.6K———
Silvercrest Asset Management Group LLC
N/A—505-505-100%$200.3K———
Aptus Capital Advisors, LLC
N/A—494-494-100%$195.9K———
Hills Bank & Trust Co
N/A—473-473-100%$187.6K———
Vanguard National Trust Co
N/A—470-470-100%$186.4K———
Integrity Financial Corp
N/A—445-445-100%$176.5K———
Bogart Wealth, LLC
N/A—433-433-100%$171.7K———
Rothschild Investment LLC
N/A—433-433-100%$171.6K———
Smartleaf Asset Management LLC
N/A—393-393-100%$155.5K———
SOA Wealth Advisors, Llc.
N/A—391-391-100%$155.2K———
Cary Street Partners Financial LLC
N/A—378-378-100%$149.9K———
ST Germain D J Co Inc
N/A—356-356-100%$141.2K———
Horizon Bancorp Inc
N/A—329-329-100%$130.0K———
CVA Family Office, LLC
N/A—325-325-100%$128.9K———
Truvestments Capital LLC
N/A—290-290-100%$115.0K———
Capital Analysts, LLC
N/A—276-276-100%$109.0K———
Outlook Capital Management, LLC
N/A—260-260-100%$103.1K———
Caitlin John, LLC
N/A—245-245-100%$97.3K———
Windsor Advisory Group, LLC
N/A—215-215-100%$85.3K———
SHP Wealth Management
N/A—213-213-100%$84.5K———
FWL Investment Management, LLC
N/A—210-210-100%$83.3K———
Franklin Resources Inc
N/A—208-208-100%$82.5K———
Ogorek Anthony Joseph
N/A—200-200-100%$79.0K———
Fiduciary Financial Advisors
N/A—196-196-100%$78.2K———
FAS Wealth Partners, Inc.
N/A—192-192-100%$76.0K———
Colonial Trust Advisors
N/A—164-164-100%$65.1K———
Bank of the Bluegrass & Trust Co.
N/A—140-140-100%$51.1K———
Minot DeBlois Advisors LLC
N/A—138-138-100%$54.7K———
Cary Street Partners Investment Advisory LLC
N/A—129-129-100%$51.2K———
Howe & Rusling Inc
N/A—119-119-100%$47.2K———
Orion Capital Management LLC
N/A—100-100-100%$39.7K———
Colonial Trust Co / SC
N/A—87-87-100%$34.5K———
Federation des caisses Desjardins du Quebec
N/A—86-86-100%$34.1K———
Tripletail Wealth Management, LLC
N/A—80-80-100%$31.6K———
Whittier Trust Co
N/A—76-76-100%$30.3K———
Harborfront Financial Group LLC
N/A—74-74-100%$29.3K———
Victory Capital Management Inc
N/A—73-73-100%$28.9K———
Hamrick Investment Counsel, llc
N/A—67-67-100%$26.6K———
National Bank of Canada
N/A—65-65-100%$25.8K———
Strategic Wealth Partners, Ltd.
N/A—62-62-100%$24.5K———
Monetary Management Group Inc
N/A—50-50-100%$19.8K———
Miller Capital Partners, Inc.
N/A—47-47-100%$18.6K———
HM Payson & Co
N/A—45-45-100%$17.8K———
Whittier Trust Co of Nevada Inc
N/A—38-38-100%$15.0K———
Continuum Advisory, LLC
N/A—36-36-100%$14.1K———
HHM Wealth Advisors, LLC
N/A—30-30-100%$11.9K———
Tiaa Wealth Investment Management LLC
N/A—24-24-100%$9.5K———
Ameriflex Group, Inc.
N/A—17-17-100%$6.7K———
Ameritas Investment Partners, Inc.
N/A—11-11-100%$4.4K———
C M Bidwell & Associates LTD
N/A—10-10-100%$4.0K———
Cbiz Investment Advisory Services, LLC
N/A—10-10-100%$3.6K———
Qube Research & Technologies Ltd
N/A—9-9-100%$3.6K———
Atlantic Union Bankshares Corp
N/A—7-7-100%$2.8K———
Atomic Invest LLC
N/A—5-5-100%$1.9K———
BNP Paribas
N/A—5-5-100%$2.0K———
Dunhill Financial, LLC
N/A—2-2-100%$793———
Showing 608 of 608 institutions