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Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Noble Family Wealth, LLC
DECREASED
Shares87,229 from 87,291
Change-62 (0%)
Value$11.2M (-$286.2K)
Filed 2026-10-26
LPL Financial LLC
INCREASED
Shares79,681 from 51,487
Change+28,194 (+55%)
Value$10.2M (+$3.4M)
Filed 2026-11-06
WJ Wealth Management, LLC
NEW
Shares42,056
Change+42,056
Value$5.4M
Filed 2026-11-03
Salomon & Ludwin, LLC
DECREASED
Shares24,743 from 24,856
Change-113 (0%)
Value$3.2M (-$68.1K)
Filed 2026-10-29
Founders Grove Wealth Partners, LLC
DECREASED
Shares23,194 from 23,362
Change-168 (-1%)
Value$3.0M (-$96.0K)
Filed 2026-10-16
WealthBridge Capital Management, LLC
INCREASED
Shares20,885 from 20,865
Change+20 (+0%)
Value$2.7M (-$64.0K)
Filed 2026-10-16
Westside Investment Management, Inc.
DECREASED
Shares20,657 from 20,811
Change-154 (-1%)
Value$2.6M (-$86.0K)
Filed 2026-11-02
Integrated Advisors Network LLC
UNCHANGED
Shares14,970 from 14,970
Change0 (0%)
Value$1.9M (-$47.7K)
Filed 2026-10-20
Well Done, LLC
DECREASED
Shares13,211 from 13,281
Change-70 (-1%)
Value$1.7M (-$51.2K)
Filed 2026-10-20
Commonwealth Equity Services, LLC
DECREASED
Shares12,397 from 20,843
Change-8,446 (-41%)
Value$1.6M (-$1.1M)
Filed 2026-11-02
Apollon Wealth Management, LLC
DECREASED
Shares11,348 from 11,533
Change-185 (-2%)
Value$1.5M (-$60.3K)
Filed 2026-10-23
Prospera Financial Services Inc
DECREASED
Shares8,590 from 10,264
Change-1,674 (-16%)
Value$1.2M (-$190.7K)
Filed 2026-11-04
Kestra Advisory Services, LLC
INCREASED
Shares8,092 from 3,347
Change+4,745 (+142%)
Value$1.0M (+$596.4K)
Filed 2026-11-02
Robinson Smith Wealth Advisors LLC
DECREASED
Shares7,124 from 7,316
Change-192 (-3%)
Value$911.4K (-$47.9K)
Filed 2026-10-22
Amarillo National Bank
UNCHANGED
Shares7,031 from 7,031
Change0 (0%)
Value$899.6K (-$22.4K)
Filed 2026-10-23
Institute for Wealth Management, Llc.
INCREASED
Shares6,742 from 6,713
Change+29 (+0%)
Value$862.6K (-$17.7K)
Filed 2026-11-06
Kelman-Lazarov, Inc.
INCREASED
Shares6,388 from 6,387
Change+1 (+0%)
Value$817.3K (-$20.3K)
Filed 2026-11-09
Destiny Wealth Partners, LLC
NEW
Shares6,120
Change+6,120
Value$825.6K
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares5,772 from 5,653
Change+119 (+2%)
Value$738 (-$740.3K)
Filed 2026-11-02
Dickmeyer Boyce Financial Management, Inc.
DECREASED
Shares5,639 from 6,190
Change-551 (-9%)
Value$721.4K (-$90.3K)
Filed 2026-10-08
Perigon Wealth Management, LLC
DECREASED
Shares5,493 from 5,540
Change-47 (-1%)
Value$702.8K (-$23.7K)
Filed 2026-10-22
Concurrent Investment Advisors, LLC
NEW
Shares4,523
Change+4,523
Value$578.7K
Filed 2026-10-16
Decker Wealth Management LLC
DECREASED
Shares4,516 from 4,766
Change-250 (-5%)
Value$577.8K (-$47.2K)
Filed 2026-10-09
Mlp3, LLC
UNCHANGED
Shares3,762 from 3,762
Change0 (0%)
Value$481.3K (-$12.0K)
Filed 2026-10-22
Nadler Financial Group, Inc.
UNCHANGED
Shares3,730 from 3,730
Change0 (0%)
Value$477.2K (-$11.9K)
Filed 2026-10-23
VestGen Advisors, LLC
UNCHANGED
Shares3,566 from 3,566
Change0 (0%)
Value$456.2K (-$11.4K)
Filed 2026-10-27
Creative Planning
UNCHANGED
Shares3,507 from 3,507
Change0 (0%)
Value$448.7K (-$11.2K)
Filed 2026-11-02
RS Crum Inc.
UNCHANGED
Shares3,415 from 3,415
Change0 (0%)
Value$436.9K (-$10.9K)
Filed 2026-10-19
Graves Light Lenhart Wealth, Inc.
UNCHANGED
Shares3,325 from 3,325
Change0 (0%)
Value$425.4K (-$10.6K)
Filed 2026-10-09
Spire Wealth Management
INCREASED
Shares3,093 from 2,874
Change+219 (+8%)
Value$395.7K (+$18.9K)
Filed 2026-10-30
McKinley Carter Wealth Services, Inc.
UNCHANGED
Shares2,688 from 2,688
Change0 (0%)
Value$343.9K (-$8.6K)
Filed 2026-10-16
Partners Wealth Management, LLC
NEW
Shares2,424
Change+2,424
Value$310.1K
Filed 2026-10-28
Mezzasalma Advisors, LLC
INCREASED
Shares2,383 from 2,374
Change+9 (+0%)
Value$304.8K (-$6.5K)
Filed 2026-10-14
Merit Financial Group, LLC
INCREASED
Shares2,367 from 1,841
Change+526 (+29%)
Value$302.9K (+$61.5K)
Filed 2026-11-06
Fingerlakes Wealth Management, Inc.
DECREASED
Shares2,237 from 2,268
Change-31 (-1%)
Value$286.2K (-$11.2K)
Filed 2026-11-04
SouthState Bank Corp
UNCHANGED
Shares2,124 from 2,124
Change0 (0%)
Value$271.8K (-$6.8K)
Filed 2026-11-09
SAX Wealth Advisors, LLC
UNCHANGED
Shares2,057 from 2,057
Change0 (0%)
Value$263.2K (+$25.2K)
Filed 2026-10-13
Augustine Asset Management Inc
UNCHANGED
Shares1,987 from 1,987
Change0 (0%)
Value$254.3K (-$6.3K)
Filed 2026-10-13
Key FInancial Inc
UNCHANGED
Shares1,839 from 1,839
Change0 (0%)
Value$235.3K (-$5.8K)
Filed 2026-11-02
AGF Management LTD
DECREASED
Shares1,830 from 2,180
Change-350 (-16%)
Value$234.1K (-$51.7K)
Filed 2026-11-03
Trust Co of Vermont
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$230.3K (-$5.7K)
Filed 2026-10-21
Mengis Capital Management, Inc.
DECREASED
Shares1,655 from 1,670
Change-15 (-1%)
Value$211.7K (-$7.2K)
Filed 2026-10-13
Montag A & Associates Inc
DECREASED
Shares1,228 from 4,228
Change-3,000 (-71%)
Value$157.1K (-$397.3K)
Filed 2026-10-29
Harbour Investments, Inc.
UNCHANGED
Shares1,172 from 1,172
Change0 (0%)
Value$150.0K (-$3.7K)
Filed 2026-11-09
Farther Finance Advisors, LLC
UNCHANGED
Shares1,111 from 1,111
Change0 (0%)
Value$142.1K (-$3.5K)
Filed 2026-10-08
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$127.9K (-$3.2K)
Filed 2026-10-16
Clearstead Advisors, LLC
UNCHANGED
Shares973 from 973
Change0 (0%)
Value$124.5K (-$3.1K)
Filed 2026-11-06
Allworth Financial LP
UNCHANGED
Shares784 from 784
Change0 (0%)
Value$102.8K ($0)
Filed 2026-11-06
Jacobi Capital Management LLC
NEW
Shares741
Change+741
Value$94.8K
Filed 2026-11-05
Arcadia Investment Advisors LLC
UNCHANGED
Shares643 from 643
Change0 (0%)
Value$82.3K (-$2.1K)
Filed 2026-10-13
Independence Bank of Kentucky
UNCHANGED
Shares625 from 625
Change0 (0%)
Value$80.0K (-$2.0K)
Filed 2026-10-26
Bank of Montreal
UNCHANGED
Shares580 from 580
Change0 (0%)
Value$74.2K (-$1.8K)
Filed 2026-11-09
Capital Investment Advisory Services, LLC
UNCHANGED
Shares456 from 456
Change0 (0%)
Value$58.3K (-$1.5K)
Filed 2026-10-30
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares408 from 408
Change0 (0%)
Value$52.2K (-$1.3K)
Filed 2026-10-13
Silver Grove Financial Group, Inc.
UNCHANGED
Shares398 from 398
Change0 (0%)
Value$50.9K (-$1.3K)
Filed 2026-11-05
Albion Financial Group
UNCHANGED
Shares310 from 310
Change0 (0%)
Value$39.7K (-$988)
Filed 2026-10-21
1620 Investment Advisors, Inc.
DECREASED
Shares300 from 375
Change-75 (-20%)
Value$38.4K (-$10.8K)
Filed 2026-11-04
North Star Investment Management Corp.
UNCHANGED
Shares286 from 286
Change0 (0%)
Value$36.6K (-$912)
Filed 2026-10-27
Hughes Financial Services, LLC
UNCHANGED
Shares253 from 253
Change0 (0%)
Value$34.4K (+$1.2K)
Filed 2026-10-30
Quaker Wealth Management, LLC
UNCHANGED
Shares226 from 226
Change0 (0%)
Value$28.9K (-$720)
Filed 2026-10-22
CoreCap Advisors, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$25.6K (-$637)
Filed 2026-10-08
Heritage Family Offices, LLP
NEW
Shares166
Change+166
Value$21.2K
Filed 2026-11-02
Russell Investments Group, Ltd.
UNCHANGED
Shares134 from 134
Change0 (0%)
Value$17.1K (-$428)
Filed 2026-11-06
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares117 from 117
Change0 (0%)
Value$15.0K (-$373)
Filed 2026-10-16
Assetmark, Inc
DECREASED
Shares82 from 171
Change-89 (-52%)
Value$10.5K (-$11.9K)
Filed 2026-10-21
Buck Wealth Strategies, LLC
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$9.2K (-$193)
Filed 2026-10-28
MTM Investment Management, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$6.4K (-$160)
Filed 2026-10-30
Allspring Global Investments Holdings, LLC
NEW
Shares38
Change+38
Value$4.9K
Filed 2026-11-04
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 1,763
Change-1,763 (-100%)
Value$0 (-$231.2K)
Filed 2026-10-21
Simplex Trading, LLC
CLOSED
Shares0 from 516
Change-516 (-100%)
Value$0 (-$67.7K)
Filed 2026-11-04
Virginia Estate & Retirement Planning Advisors Inc.
CLOSED
Shares0 from 162
Change-162 (-100%)
Value$0 (-$6.6K)
Filed 2026-10-14
Hartford Financial Management Inc.
CLOSED
Shares0 from 54
Change-54 (-100%)
Value$0 (-$7.1K)
Filed 2026-10-21
International Assets Investment Management, LLC
CLOSED
Shares0 from 52
Change-52 (-100%)
Value$0 (-$6.7K)
Filed 2026-11-02
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 90,518
Change-90,518 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 80,689
Change-80,689 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 30,977
Change-30,977 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 28,612
Change-28,612 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 17,924
Change-17,924 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 16,149
Change-16,149 (-100%)
Value—
Biondo Investment Advisors, LLC
N/A
Shares— from 13,875
Change-13,875 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 12,875
Change-12,875 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 12,714
Change-12,714 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 12,118
Change-12,118 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 11,041
Change-11,041 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 10,400
Change-10,400 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 9,298
Change-9,298 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 9,231
Change-9,231 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 8,256
Change-8,256 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 7,747
Change-7,747 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 7,519
Change-7,519 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 5,877
Change-5,877 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 5,722
Change-5,722 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 5,697
Change-5,697 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 5,671
Change-5,671 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 5,324
Change-5,324 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 4,852
Change-4,852 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 4,845
Change-4,845 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 4,459
Change-4,459 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 4,268
Change-4,268 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 4,013
Change-4,013 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 3,951
Change-3,951 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 3,882
Change-3,882 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 3,823
Change-3,823 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 3,727
Change-3,727 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 2,915
Change-2,915 (-100%)
Value—
LGL Partners, LLC
N/A
Shares— from 2,909
Change-2,909 (-100%)
Value—
&partners
N/A
Shares— from 2,903
Change-2,903 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 2,875
Change-2,875 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 2,840
Change-2,840 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 2,651
Change-2,651 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 2,496
Change-2,496 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 2,380
Change-2,380 (-100%)
Value—
Blair William & Co
N/A
Shares— from 2,103
Change-2,103 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 2,077
Change-2,077 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,736
Change-1,736 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,734
Change-1,734 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 1,723
Change-1,723 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 1,671
Change-1,671 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,404
Change-1,404 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 1,273
Change-1,273 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,103
Change-1,103 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,033
Change-1,033 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 816
Change-816 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 740
Change-740 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 597
Change-597 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 488
Change-488 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 376
Change-376 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 357
Change-357 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 356
Change-356 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 323
Change-323 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 308
Change-308 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 264
Change-264 (-100%)
Value—
UBS Group AG
N/A
Shares— from 171
Change-171 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 169
Change-169 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 152
Change-152 (-100%)
Value—
Status
Noble Family Wealth, LLC
DECREASED87,22987,291-620%$11.4M$11.2M-$286.2K2026-10-26
LPL Financial LLC
INCREASED79,68151,487+28,194+55%$6.8M$10.2M+$3.4M2026-11-06
WJ Wealth Management, LLC
NEW42,056—+42,056——$5.4M—2026-11-03
Salomon & Ludwin, LLC
DECREASED24,74324,856-1130%$3.2M$3.2M-$68.1K2026-10-29
Founders Grove Wealth Partners, LLC
DECREASED23,19423,362-168-1%$3.1M$3.0M-$96.0K2026-10-16
WealthBridge Capital Management, LLC
INCREASED20,88520,865+20+0%$2.7M$2.7M-$64.0K2026-10-16
Westside Investment Management, Inc.
DECREASED20,65720,811-154-1%$2.7M$2.6M-$86.0K2026-11-02
Integrated Advisors Network LLC
UNCHANGED14,97014,97000%$2.0M$1.9M-$47.7K2026-10-20
Well Done, LLC
DECREASED13,21113,281-70-1%$1.7M$1.7M-$51.2K2026-10-20
Commonwealth Equity Services, LLC
DECREASED12,39720,843-8,446-41%$2.7M$1.6M-$1.1M2026-11-02
Apollon Wealth Management, LLC
DECREASED11,34811,533-185-2%$1.5M$1.5M-$60.3K2026-10-23
Prospera Financial Services Inc
DECREASED8,59010,264-1,674-16%$1.3M$1.2M-$190.7K2026-11-04
Kestra Advisory Services, LLC
INCREASED8,0923,347+4,745+142%$438.9K$1.0M+$596.4K2026-11-02
Robinson Smith Wealth Advisors LLC
DECREASED7,1247,316-192-3%$959.3K$911.4K-$47.9K2026-10-22
Amarillo National Bank
UNCHANGED7,0317,03100%$922.0K$899.6K-$22.4K2026-10-23
Institute for Wealth Management, Llc.
INCREASED6,7426,713+29+0%$880.3K$862.6K-$17.7K2026-11-06
Kelman-Lazarov, Inc.
INCREASED6,3886,387+1+0%$837.6K$817.3K-$20.3K2026-11-09
Destiny Wealth Partners, LLC
NEW6,120—+6,120——$825.6K—2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED5,7725,653+119+2%$741.0K$738-$740.3K2026-11-02
Dickmeyer Boyce Financial Management, Inc.
DECREASED5,6396,190-551-9%$811.8K$721.4K-$90.3K2026-10-08
Perigon Wealth Management, LLC
DECREASED5,4935,540-47-1%$726.5K$702.8K-$23.7K2026-10-22
Concurrent Investment Advisors, LLC
NEW4,523—+4,523——$578.7K—2026-10-16
Decker Wealth Management LLC
DECREASED4,5164,766-250-5%$625.0K$577.8K-$47.2K2026-10-09
Mlp3, LLC
UNCHANGED3,7623,76200%$493.3K$481.3K-$12.0K2026-10-22
Nadler Financial Group, Inc.
UNCHANGED3,7303,73000%$489.1K$477.2K-$11.9K2026-10-23
VestGen Advisors, LLC
UNCHANGED3,5663,56600%$467.6K$456.2K-$11.4K2026-10-27
Creative Planning
UNCHANGED3,5073,50700%$459.9K$448.7K-$11.2K2026-11-02
RS Crum Inc.
UNCHANGED3,4153,41500%$447.8K$436.9K-$10.9K2026-10-19
Graves Light Lenhart Wealth, Inc.
UNCHANGED3,3253,32500%$436.0K$425.4K-$10.6K2026-10-09
Spire Wealth Management
INCREASED3,0932,874+219+8%$376.8K$395.7K+$18.9K2026-10-30
McKinley Carter Wealth Services, Inc.
UNCHANGED2,6882,68800%$352.5K$343.9K-$8.6K2026-10-16
Partners Wealth Management, LLC
NEW2,424—+2,424——$310.1K—2026-10-28
Mezzasalma Advisors, LLC
INCREASED2,3832,374+9+0%$311.3K$304.8K-$6.5K2026-10-14
Merit Financial Group, LLC
INCREASED2,3671,841+526+29%$241.4K$302.9K+$61.5K2026-11-06
Fingerlakes Wealth Management, Inc.
DECREASED2,2372,268-31-1%$297.4K$286.2K-$11.2K2026-11-04
SouthState Bank Corp
UNCHANGED2,1242,12400%$278.5K$271.8K-$6.8K2026-11-09
SAX Wealth Advisors, LLC
UNCHANGED2,0572,05700%$238.0K$263.2K+$25.2K2026-10-13
Augustine Asset Management Inc
UNCHANGED1,9871,98700%$260.6K$254.3K-$6.3K2026-10-13
Key FInancial Inc
UNCHANGED1,8391,83900%$241.1K$235.3K-$5.8K2026-11-02
AGF Management LTD
DECREASED1,8302,180-350-16%$285.9K$234.1K-$51.7K2026-11-03
Trust Co of Vermont
UNCHANGED1,8001,80000%$236.0K$230.3K-$5.7K2026-10-21
Mengis Capital Management, Inc.
DECREASED1,6551,670-15-1%$219.0K$211.7K-$7.2K2026-10-13
Montag A & Associates Inc
DECREASED1,2284,228-3,000-71%$554.4K$157.1K-$397.3K2026-10-29
Harbour Investments, Inc.
UNCHANGED1,1721,17200%$153.7K$150.0K-$3.7K2026-11-09
Farther Finance Advisors, LLC
UNCHANGED1,1111,11100%$145.7K$142.1K-$3.5K2026-10-08
Pension & Wealth Management Advisors, Inc.
UNCHANGED1,0001,00000%$131.1K$127.9K-$3.2K2026-10-16
Clearstead Advisors, LLC
UNCHANGED97397300%$127.6K$124.5K-$3.1K2026-11-06
Allworth Financial LP
UNCHANGED78478400%$102.8K$102.8K$02026-11-06
Jacobi Capital Management LLC
NEW741—+741——$94.8K—2026-11-05
Arcadia Investment Advisors LLC
UNCHANGED64364300%$84.3K$82.3K-$2.1K2026-10-13
Independence Bank of Kentucky
UNCHANGED62562500%$82.0K$80.0K-$2.0K2026-10-26
Bank of Montreal
UNCHANGED58058000%$76.1K$74.2K-$1.8K2026-11-09
Capital Investment Advisory Services, LLC
UNCHANGED45645600%$59.8K$58.3K-$1.5K2026-10-30
Beacon Investment Advisory Services, Inc.
UNCHANGED40840800%$53.5K$52.2K-$1.3K2026-10-13
Silver Grove Financial Group, Inc.
UNCHANGED39839800%$52.2K$50.9K-$1.3K2026-11-05
Albion Financial Group
UNCHANGED31031000%$40.7K$39.7K-$9882026-10-21
1620 Investment Advisors, Inc.
DECREASED300375-75-20%$49.2K$38.4K-$10.8K2026-11-04
North Star Investment Management Corp.
UNCHANGED28628600%$37.5K$36.6K-$9122026-10-27
Hughes Financial Services, LLC
UNCHANGED25325300%$33.2K$34.4K+$1.2K2026-10-30
Quaker Wealth Management, LLC
UNCHANGED22622600%$29.6K$28.9K-$7202026-10-22
CoreCap Advisors, LLC
UNCHANGED20020000%$26.2K$25.6K-$6372026-10-08
Heritage Family Offices, LLP
NEW166—+166——$21.2K—2026-11-02
Russell Investments Group, Ltd.
UNCHANGED13413400%$17.6K$17.1K-$4282026-11-06
Dynamic Wealth Strategies, LLC
UNCHANGED11711700%$15.3K$15.0K-$3732026-10-16
Assetmark, Inc
DECREASED82171-89-52%$22.4K$10.5K-$11.9K2026-10-21
Buck Wealth Strategies, LLC
UNCHANGED727200%$9.4K$9.2K-$1932026-10-28
MTM Investment Management, LLC
UNCHANGED505000%$6.6K$6.4K-$1602026-10-30
Allspring Global Investments Holdings, LLC
NEW38—+38——$4.9K—2026-11-04
Axxcess Wealth Management, LLC
CLOSED01,763-1,763-100%$231.2K$0-$231.2K2026-10-21
Simplex Trading, LLC
CLOSED0516-516-100%$67.7K$0-$67.7K2026-11-04
Virginia Estate & Retirement Planning Advisors Inc.
CLOSED0162-162-100%$6.6K$0-$6.6K2026-10-14
Hartford Financial Management Inc.
CLOSED054-54-100%$7.1K$0-$7.1K2026-10-21
International Assets Investment Management, LLC
CLOSED052-52-100%$6.7K$0-$6.7K2026-11-02
Jaffetilchin Investment Partners, LLC
N/A—90,518-90,518-100%$11.9M———
Morgan Stanley
N/A—80,689-80,689-100%$10.6M———
Osaic Holdings, Inc.
N/A—30,977-30,977-100%$4.1M———
Royal Bank of Canada
N/A—28,612-28,612-100%$3.8M———
Raymond James Financial Inc
N/A—17,924-17,924-100%$2.4M———
MAI Capital Management
N/A—16,149-16,149-100%$2.1M———
Biondo Investment Advisors, LLC
N/A—13,875-13,875-100%$1.8M———
Susquehanna International Group, LLP
N/A—12,875-12,875-100%$1.7M———
Captrust Financial Advisors
N/A—12,714-12,714-100%$1.7M———
Global Retirement Partners, LLC
N/A—12,118-12,118-100%$1.6M———
Curi Capital, LLC
N/A—11,041-11,041-100%$1.4M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—10,400-10,400-100%$1.4M———
Mariner, LLC
N/A—9,298-9,298-100%$1.2M———
Wells Fargo & Company
N/A—9,231-9,231-100%$1.2M———
O'shaughnessy Asset Management, LLC
N/A—8,256-8,256-100%$1.1M———
Cerity Partners LLC
N/A—7,747-7,747-100%$1.0M———
Janney Montgomery Scott LLC
N/A—7,519-7,519-100%$986.0K———
Envestnet Asset Management Inc
N/A—5,877-5,877-100%$770.6K———
Mercer Global Advisors Inc
N/A—5,722-5,722-100%$750.4K———
Baird Financial Group, Inc.
N/A—5,697-5,697-100%$747.1K———
Cetera Investment Advisers
N/A—5,671-5,671-100%$743.6K———
Arax Advisory Partners
N/A—5,324-5,324-100%$698.1K———
Focus Partners Wealth
N/A—4,852-4,852-100%$636.2K———
Jane Street Group, LLC
N/A—4,845-4,845-100%$635.3K———
AQR Capital Management LLC
N/A—4,459-4,459-100%$584.7K———
Flow Traders U.S. LLC
N/A—4,268-4,268-100%$560.0K———
Kintra Wealth, LLC
N/A—4,013-4,013-100%$545.6K———
OneDigital Investment Advisors LLC
N/A—4,000-4,000-100%$524.5K———
NewEdge Advisors, LLC
N/A—3,951-3,951-100%$518.1K———
Waverly Advisors, LLC
N/A—3,882-3,882-100%$509.0K———
Cahill Financial Advisors Inc
N/A—3,823-3,823-100%$501.4K———
Performance Wealth Partners, LLC
N/A—3,727-3,727-100%$488.7K———
Aspen Grove Capital, LLC
N/A—3,000-3,000-100%$393.4K———
Citadel Advisors LLC
N/A—2,915-2,915-100%$382.2K———
LGL Partners, LLC
N/A—2,909-2,909-100%$381.4K———
&partners
N/A—2,903-2,903-100%$380.7K———
Tradition Wealth Management, LLC
N/A—2,875-2,875-100%$377.0K———
Bouchey Financial Group, Ltd.
N/A—2,840-2,840-100%$372.4K———
HighTower Advisors, LLC
N/A—2,651-2,651-100%$347.6K———
Stifel Financial Corp
N/A—2,496-2,496-100%$327.2K———
Webster Bank, N. A.
N/A—2,380-2,380-100%$312.1K———
Blair William & Co
N/A—2,103-2,103-100%$275.8K———
Sequent Planning LLC
N/A—2,077-2,077-100%$272.4K———
Cladis Investment Advisory, LLC
N/A—2,000-2,000-100%$262.3K———
Tower Research Capital LLC (TRC)
N/A—1,736-1,736-100%$227.6K———
Steward Partners Investment Advisory, LLC
N/A—1,734-1,734-100%$227.4K———
Avant Capital LLC
N/A—1,723-1,723-100%$226.0K———
Steigerwald, Gordon & Koch Inc.
N/A—1,671-1,671-100%$219.2K———
Jones Financial Companies Lllp
N/A—1,404-1,404-100%$183.5K———
Bellevue Asset Management, LLC
N/A—1,273-1,273-100%$167.0K———
Northwestern Mutual Wealth Management Co
N/A—1,103-1,103-100%$144.6K———
FMR LLC
N/A—1,033-1,033-100%$135.4K———
Rockefeller Capital Management L.P.
N/A—816-816-100%$107.0K———
Franklin Resources Inc
N/A—740-740-100%$97.0K———
Ameritas Advisory Services, LLC
N/A—597-597-100%$78.3K———
Bravera Wealth
N/A—488-488-100%$64.0K———
AE Wealth Management LLC
N/A—376-376-100%$49.2K———
Glassman Wealth Services
N/A—357-357-100%$46.8K———
Anchor Investment Management, LLC
N/A—356-356-100%$46.6K———
BFC Planning, Inc.
N/A—323-323-100%$42.4K———
Ritter Daniher Financial Advisory LLC / de
N/A—308-308-100%$40.3K———
Glen Eagle Advisors, LLC
N/A—264-264-100%$34.6K———
UBS Group AG
N/A—171-171-100%$22.4K———
JPMorgan Chase & Co
N/A—169-169-100%$22.1K———
Founders Financial Alliance, LLC
N/A—152-152-100%$19.9K———
Showing 138 of 138 institutions