ALLIANCEBERNSTEIN HOLDING L.P. - AB
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 1,002,715 | 35,315 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 944,884 | 33,278 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 728,519 | 25,658 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 565,889 | 19,930 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 552,670 | 19,465 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 519,003 | 18,102 | 0.27% | 0.11% | 6 | +304,370 | 141.81% | Q3 2026 | Oct 27, 2026 |
| UBS Group AG | History | No change | 462,081 | 16,274 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PEAK6 LLC | History | No change | 453,991 | 15,989 | 0.03% | 0.03% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cresset Asset Management, LLC | History | No change | 378,183 | 13,319 | 0.05% | 0.05% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 377,897 | 13,309 | 0.04% | 0.04% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 337,462 | 11,885 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 323,200 | 11,383 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 270,777 | 9,536 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 257,639 | 9,074 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | No change | 248,496 | 8,752 | 0.1% | 0.1% | 15 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HRT FINANCIAL LP | History | No change | 210,857 | 7,426 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 207,995 | 7,325 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Four Tree Island Advisory LLC | History | No change | 207,571 | 7,310 | 2.41% | 2.41% | 18 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 184,533 | 6,436 | 0.03% | 0.03% | 19 | +24,501 | 15.31% | Q3 2026 | Oct 27, 2026 |
| JANE STREET GROUP, LLC | History | No change | 161,037 | 5,671 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 158,141 | 5,570 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 147,737 | 5,203 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 145,899 | 5,138 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 129,475 | 4,570 | 0.01% | 0.01% | 24 | +3,855 | 3.07% | Q3 2026 | Oct 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 111,136 | 3,914 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | No change | 105,308 | 3,708 | 0.03% | 0.03% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHELSEA COUNSEL CO | History | No change | 95,180 | 3,352 | 1.42% | 1.42% | 27 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 81,479 | 2,869 | 0.05% | 0.05% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 81,390 | 2,839 | 0.01% | 0.0% | 29 | +25,800 | 46.41% | Q3 2026 | Nov 02, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 79,100 | 2,785 | 0.03% | 0.03% | 30 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 75,130 | 2,646 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS | History | No change | 75,100 | 2,645 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | No change | 70,261 | 2,474 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Lido Advisors, LLC | History | No change | 66,434 | 2,339 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Disciplined Equity Management, Inc. | History | Added to | 65,390 | 2,280 | 1.0% | 1.0% | 35 | +1,107 | 1.72% | Q3 2026 | Oct 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 60,426 | 2,120 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GABELLI FUNDS LLC | History | No change | 60,000 | 2,113 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | No change | 57,171 | 2,013 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | No change | 56,019 | 1,972 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | Reduced | 56,108 | 1,957 | 0.37% | 0.87% | 40 | -81,233 | -59.15% | Q3 2026 | Oct 27, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 54,735 | 1,909 | 0.01% | 0.01% | 41 | +2,235 | 4.26% | Q3 2026 | Nov 02, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 54,166 | 1,907 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Parrish Capital LLC | History | Added to | 53,743 | 1,874 | 1.83% | 1.65% | 43 | +5,107 | 10.5% | Q3 2026 | Oct 01, 2026 |
| Aristides Capital LLC | History | No change | 52,746 | 1,857 | 0.36% | 0.36% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SHARPEPOINT LLC | History | No change | 52,385 | 1,845 | 0.92% | 0.92% | 45 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Moors & Cabot, Inc. | History | No change | 51,706 | 1,821 | 0.07% | 0.07% | 46 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Caption Management, LLC | History | No change | 50,000 | 1,761 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 49,034 | 1,710 | 0.0% | 0.0% | 48 | -12,130 | -19.83% | Q3 2026 | Nov 02, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 48,188 | 1,697 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Knott David M Jr | History | No change | 48,000 | 1,690 | 0.89% | 0.89% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 45,439 | 1,600 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CACTI ASSET MANAGEMENT LLC | History | Reduced | 43,600 | 1,548 | 0.08% | 0.08% | 52 | -1,250 | -2.79% | Q3 2026 | Oct 01, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 40,200 | 1,416 | 0.03% | 0.03% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 40,074 | 1,411 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 39,060 | 1,375 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MidFirst Bank | History | No change | 38,750 | 1,364 | 0.1% | 0.1% | 56 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| M&T BANK CORP | History | No change | 38,706 | 1,363 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HighTower Advisors, LLC | History | No change | 38,339 | 1,350 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 38,567 | 1,345 | 0.01% | 0.01% | 59 | -5,955 | -13.38% | Q3 2026 | Oct 14, 2026 |
| &PARTNERS | History | No change | 37,134 | 1,307 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 36,050 | 1,257 | 0.05% | 0.05% | 61 | +940 | 2.68% | Q3 2026 | Oct 23, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 33,230 | 1,244 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 35,449 | 1,236 | 0.02% | 0.02% | 63 | -709 | -1.96% | Q3 2026 | Oct 28, 2026 |
| Equitable Holdings, Inc. | History | No change | 34,149 | 1,202 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Tidal Investments LLC | History | No change | 31,735 | 1,117 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clare Market Investments LLC | History | No change | 31,250 | 1,100 | 0.2% | 0.2% | 66 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 31,476 | 1,097 | 0.03% | 0.03% | 67 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| RBF Capital, LLC | History | No change | 30,000 | 1,056 | 0.04% | 0.04% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 29,962 | 1,045 | 0.01% | 0.01% | 69 | +880 | 3.03% | Q3 2026 | Oct 23, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 29,198 | 1,028 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nicholas Wealth, LLC. | History | Added to | 29,472 | 1,027 | 0.54% | 0.55% | 71 | +1,083 | 3.81% | Q3 2026 | Oct 26, 2026 |
| Belpointe Asset Management LLC | History | No change | 28,330 | 997 | 0.03% | 0.03% | 72 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 28,105 | 989 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Blue Fin Capital, Inc. | History | Reduced | 26,518 | 924 | 0.12% | 0.14% | 74 | -200 | -0.75% | Q3 2026 | Oct 28, 2026 |
| XTX Topco Ltd | History | No change | 24,908 | 877 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 23,086 | 813 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Virtu Financial LLC | History | No change | 22,721 | 800 | 0.03% | 0.03% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PFG Investments, LLC | History | No change | 22,728 | 800 | 0.03% | 0.03% | 78 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IMC-Chicago, LLC | History | No change | 22,586 | 795 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Lifetime Wealth Management P.C. | History | Reduced | 22,550 | 786 | 0.47% | 0.54% | 80 | -3,500 | -13.44% | Q3 2026 | Oct 29, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 21,633 | 761 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 21,803 | 760 | 0.0% | 0.0% | 82 | +3,511 | 19.19% | Q3 2026 | Oct 30, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 20,293 | 714 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Jefferies Financial Group Inc. | History | No change | 20,000 | 704 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Kovack Advisors, Inc. | History | No change | 19,975 | 704 | 0.03% | 0.03% | 85 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wealthstar Advisors, LLC | History | New | 19,984 | 697 | 0.2% | — | 86 | +19,984 | New | Q3 2026 | Oct 19, 2026 |
| OAK ASSOCIATES LTD /OH/ | History | No change | 19,712 | 694 | 0.04% | 0.04% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ZAZOVE ASSOCIATES LLC | History | No change | 19,300 | 679 | 0.06% | 0.06% | 88 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 18,661 | 657 | 0.25% | 0.25% | 89 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| US BANCORP \DE\ | History | No change | 18,618 | 655 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 18,750 | 654 | 0.01% | 0.01% | 91 | -5,312 | -22.08% | Q3 2026 | Oct 15, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 18,116 | 631 | 0.01% | 0.01% | 92 | +916 | 5.33% | Q3 2026 | Oct 26, 2026 |
| JBR Co Financial Management Inc | History | No change | 17,308 | 622 | 0.24% | 0.22% | 93 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 17,525 | 611 | 0.04% | 0.04% | 94 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Mutual Advisors, LLC | History | No change | 17,021 | 599 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 15,865 | 558 | 0.08% | 0.09% | 96 | -43 | -0.27% | Q3 2026 | Nov 03, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 15,507 | 556 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 10Elms LLP | History | No change | 15,553 | 547 | 0.23% | 0.23% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 15,507 | 546 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 15,475 | 545 | 0.07% | 0.07% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 15,277 | 532 | 0.0% | 0.01% | 101 | -1,694 | -9.98% | Q3 2026 | Oct 16, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 15,061 | 530 | 0.3% | 0.3% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TritonPoint Partners, LLC | History | No change | 14,466 | 509 | 0.04% | 0.04% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRITONPOINT WEALTH, LLC | History | No change | 14,466 | 504 | 0.05% | 0.05% | 104 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 14,230 | 501 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 14,319 | 499 | 0.04% | 0.04% | 106 | +2 | 0.01% | Q3 2026 | Nov 02, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 14,000 | 493 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Shulman DeMeo Asset Management LLC | History | Added to | 13,818 | 484 | 0.1% | 0.09% | 108 | +185 | 1.36% | Q3 2026 | Oct 09, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 13,774 | 480 | 0.02% | 0.02% | 109 | -280 | -1.99% | Q3 2026 | Oct 26, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 13,557 | 477 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| F/m Investments LLC | History | No change | 13,465 | 474 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Private Advisor Group, LLC | History | No change | 13,209 | 465 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 13,168 | 463 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 13,096 | 461 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Canton Hathaway, LLC | History | No change | 12,800 | 446 | 0.09% | 0.09% | 115 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 12,407 | 436 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | History | Reduced | 12,475 | 435 | 0.31% | 0.33% | 117 | -425 | -3.29% | Q3 2026 | Oct 07, 2026 |
| NewEdge Advisors, LLC | History | No change | 12,297 | 433 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 11,903 | 419 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 11,920 | 419 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Western Wealth Management, LLC | History | No change | 11,830 | 416 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Advisors Network LLC | History | Added to | 11,859 | 413 | 0.02% | 0.02% | 123 | +500 | 4.4% | Q3 2026 | Oct 20, 2026 |
| MAI Capital Management | History | No change | 11,741 | 413 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 11,037 | 408 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 11,343 | 400 | 0.03% | 0.03% | 125 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Herold Advisors, Inc. | History | No change | 11,337 | 395 | 0.08% | 0.08% | 126 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 11,250 | 392 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Wedmont Private Capital | History | No change | 11,044 | 389 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Sanctuary Advisors, LLC | History | No change | 11,039 | 388 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mallini Complete Financial Planning LLC | History | Added to | 10,979 | 382 | 0.27% | 0.26% | 130 | +622 | 6.01% | Q3 2026 | Oct 06, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 10,817 | 377 | 0.0% | 0.01% | 132 | -221 | -2.0% | Q3 2026 | Oct 22, 2026 |
| Nadler Financial Group, Inc. | History | No change | 10,836 | 377 | 0.03% | 0.03% | 131 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Creative Planning | History | Reduced | 10,763 | 375 | 0.0% | 0.0% | 133 | -622 | -5.46% | Q3 2026 | Nov 02, 2026 |
| Cerity Partners LLC | History | No change | 10,670 | 375 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brookwood Investment Group LLC | History | No change | 10,631 | 374 | 0.04% | 0.04% | 135 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Northside Capital Management, LLC | History | Reduced | 10,625 | 370 | 0.03% | 0.04% | 136 | -2,000 | -15.84% | Q3 2026 | Oct 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 10,325 | 363 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HB Wealth Management, LLC | History | Added to | 10,278 | 358 | 0.0% | 0.0% | 138 | +918 | 9.81% | Q3 2026 | Oct 23, 2026 |
| Fund Advisors of America Inc/FL | History | No change | 10,128 | 356 | 0.32% | 0.32% | 139 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SITTNER & NELSON, LLC | History | No change | 10,100 | 355 | 0.11% | 0.11% | 140 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SIG BROKERAGE, LP | History | No change | 10,000 | 352 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLUEFIN CAPITAL MANAGEMENT, LLC | History | No change | 10,000 | 352 | 0.09% | 0.09% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cadent Capital Advisors, LLC | History | No change | 10,080 | 351 | 0.08% | 0.07% | 143 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Alessandra Capital Management, LLC | History | No change | 10,075 | 351 | 0.25% | 0.25% | 144 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| NORTHLAND SECURITIES, INC. | History | No change | 10,000 | 348 | 0.2% | 0.21% | 145 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Hudson Portfolio Management LLC | History | No change | 9,450 | 332 | 0.25% | 0.25% | 146 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | Added to | 9,204 | 321 | 0.09% | 0.09% | 147 | +651 | 7.61% | Q3 2026 | Oct 19, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 9,085 | 319 | 0.04% | 0.04% | 148 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Prospera Financial Services Inc | History | No change | 9,021 | 317 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Chevy Chase Trust Holdings, LLC | History | No change | 9,000 | 316 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keystone Financial Group | History | No change | 8,877 | 312 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Summit Trail Advisors, LLC | History | No change | 8,755 | 308 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | No change | 8,632 | 301 | 0.02% | 0.03% | 153 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| NICOLET BANKSHARES INC | History | No change | 8,098 | 298 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Argent Trust Co | History | No change | 8,422 | 296 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Stirlingshire Investments, Inc. | History | No change | 8,401 | 295 | 0.22% | 0.22% | 156 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 8,349 | 294 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Advisory Services Network, LLC | History | No change | 8,328 | 293 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| One Capital Management, LLC | History | No change | 7,829 | 293 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 8,270 | 288 | 0.0% | 0.0% | 160 | +140 | 1.72% | Q3 2026 | Nov 02, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 8,164 | 287 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 8,067 | 284 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Second Line Capital, LLC | History | No change | 8,067 | 284 | 0.05% | 0.05% | 163 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Advisory Advocates, LLC | History | No change | 7,950 | 279 | 0.24% | 0.24% | 164 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Haverford Trust Co | History | No change | 7,906 | 278 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Krilogy Financial LLC | History | Reduced | 7,936 | 275 | 0.01% | 0.01% | 166 | -46 | -0.58% | Q3 2026 | Oct 13, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | New | 7,815 | 272 | 0.01% | — | 167 | +7,815 | New | Q3 2026 | Nov 03, 2026 |
| Michael J. Porro & Co. Financial Advisors, Inc. | History | Reduced | 7,759 | 270 | 0.16% | 0.16% | 168 | -26 | -0.33% | Q3 2026 | Oct 15, 2026 |
| BECK MACK & OLIVER LLC | History | No change | 7,658 | 269 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Curi Capital, LLC | History | No change | 7,575 | 266 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FSM Wealth Advisors, LLC | History | No change | 7,522 | 265 | 0.03% | 0.03% | 171 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| ZEVIN ASSET MANAGEMENT LLC | History | No change | 7,499 | 264 | 0.04% | 0.04% | 172 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wavvest Wealth LLC | History | New | 7,519 | 262 | 0.21% | — | 173 | +7,519 | New | Q3 2026 | Oct 21, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 7,411 | 261 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 7,404 | 260 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Oct 20, 2026 |
| Stonebridge Financial Group, LLC/CA | History | No change | 7,374 | 259 | 0.04% | 0.04% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Van Cleef Asset Management,Inc | History | Reduced | 7,245 | 252 | 0.03% | 0.03% | 177 | -280 | -3.72% | Q3 2026 | Oct 20, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 7,025 | 247 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Essex Financial Services, Inc. | History | No change | 6,995 | 246 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CPC Advisors, LLC | History | No change | 7,051 | 245 | 0.03% | 0.03% | 180 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| DAVIDSON TRUST CO | History | No change | 7,000 | 244 | 0.1% | 0.1% | 181 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 6,889 | 242 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 6,800 | 239 | 0.03% | 0.03% | 183 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Arax Advisory Partners | History | No change | 6,779 | 238 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KW WEALTH MANAGEMENT LLC | History | New | 6,802 | 237 | 0.18% | — | 185 | +6,802 | New | Q3 2026 | Oct 28, 2026 |
| NORTHERN TRUST CORP | History | No change | 6,601 | 232 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Koshinski Asset Management, Inc. | History | New | 6,644 | 231 | 0.01% | — | 188 | +6,644 | New | Q3 2026 | Oct 29, 2026 |
| Allworth Financial LP | History | No change | 6,565 | 231 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Payne Capital Management, LLC | History | No change | 6,503 | 229 | 0.06% | 0.06% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merrion Investment Management Co, LLC | History | No change | 6,500 | 226 | 0.11% | 0.11% | 190 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| IHT Wealth Management, LLC | History | No change | 6,413 | 225 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 6,200 | 218 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Glenview Trust Co | History | No change | 6,204 | 216 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| WEALTH EFFECTS LLC | History | Added to | 6,150 | 214 | 0.06% | 0.06% | 195 | +100 | 1.65% | Q3 2026 | Oct 23, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | No change | 6,095 | 214 | 0.04% | 0.04% | 194 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Old North State Trust, LLC | History | No change | 6,035 | 213 | 0.11% | 0.11% | 196 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Causey Wealth LLC | History | No change | 6,035 | 212 | 0.08% | 0.08% | 197 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHICAGO TRUST Co NA | History | No change | 6,000 | 209 | 0.03% | 0.03% | 198 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 5,970 | 208 | 0.01% | 0.01% | 199 | -510 | -7.87% | Q3 2026 | Oct 22, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 5,961 | 207 | 0.02% | 0.02% | 200 | +59 | 1.0% | Q3 2026 | Oct 16, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | New | 5,913 | 206 | 0.01% | — | 202 | +5,913 | New | Q3 2026 | Oct 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 5,858 | 206 | 0.02% | 0.02% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DRW Securities, LLC | History | No change | 5,817 | 204 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighPoint Advisor Group LLC | History | No change | 5,752 | 202 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | No change | 5,780 | 201 | 0.04% | 0.04% | 205 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Mach-1 Financial Group, LLC | History | No change | 5,685 | 200 | 0.08% | 0.08% | 206 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 5,700 | 199 | 0.15% | 0.18% | 207 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 5,133 | 179 | 0.0% | 0.0% | 209 | -1,561 | -23.32% | Q3 2026 | Oct 08, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 5,150 | 179 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 5,000 | 176 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ancora Advisors LLC | History | No change | 5,000 | 176 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 4,860 | 169 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| CITIGROUP INC | History | No change | 4,306 | 151 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| State of Wyoming | History | Added to | 3,864 | 134 | 0.01% | 0.01% | 214 | +362 | 10.34% | Q3 2026 | Oct 28, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 3,481 | 122 | 0.05% | 0.05% | 215 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Anchor Investment Management, LLC | History | No change | 3,000 | 105 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| IFG Advisory, LLC | History | No change | 2,909 | 102 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Twin Lakes Capital Management, LLC | History | No change | 2,754 | 96 | 0.04% | 0.04% | 218 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | History | No change | 2,600 | 91 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 2,600 | 91 | 0.03% | 0.03% | 220 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,549 | 89 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| North Star Investment Management Corp. | History | Reduced | 2,495 | 87 | 0.0% | 0.0% | 222 | -45 | -1.77% | Q3 2026 | Oct 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,241 | 78 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 2,200 | 76 | 0.04% | 0.04% | 224 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,129 | 74 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BFC Planning, Inc. | History | No change | 2,026 | 71 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| CENTRAL TRUST Co | History | No change | 2,000 | 70 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Costello Asset Management, INC | History | No change | 1,900 | 66 | 0.02% | 0.02% | 228 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 1,700 | 59 | 0.02% | 0.02% | 229 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 1,496 | 52 | 0.0% | 0.01% | 232 | -1,375 | -47.89% | Q3 2026 | Nov 02, 2026 |
| Mountain Hill Investment Partners Corp. | History | Added to | 1,500 | 52 | 0.03% | 0.02% | 233 | +500 | 50.0% | Q3 2026 | Oct 23, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,500 | 52 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | No change | 1,500 | 52 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 1,461 | 51 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Heritage Wealth Advisors | History | No change | 1,350 | 47 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UMB Bank, n.a. | History | No change | 1,300 | 45 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 1,284 | 44 | 0.0% | 0.0% | 237 | +28 | 2.23% | Q3 2026 | Oct 15, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,274 | 44 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NFSG Corp | History | Reduced | 1,250 | 43 | 0.0% | 0.01% | 239 | -255 | -16.94% | Q3 2026 | Oct 15, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 1,256 | 43 | 0.01% | 0.02% | 240 | -145 | -10.35% | Q3 2026 | Oct 26, 2026 |
| LRI Investments, LLC | History | No change | 1,197 | 42 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,067 | 37 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HM PAYSON & CO | History | No change | 1,000 | 35 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | No change | 998 | 35 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Truvestments Capital LLC | History | No change | 1,022 | 35 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BOKF, NA | History | No change | 800 | 27 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Russell Investments Group, Ltd. | History | No change | 789 | 27 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GoalVest Advisory LLC | History | No change | 783 | 27 | 0.0% | 0.01% | 248 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Ascentis Independent Advisors | History | No change | 798 | 27 | 0.0% | 0.08% | 249 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 774 | 27 | 0.02% | 0.02% | 250 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kozak & Associates, Inc. | History | Added to | 737 | 25 | 0.0% | 0.0% | 251 | +16 | 2.22% | Q3 2026 | Oct 29, 2026 |
| Continuum Advisory, LLC | History | No change | 694 | 24 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Avion Wealth | History | No change | 636 | 22 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MOTCO | History | No change | 600 | 21 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CoreFirst Bank & Trust | History | No change | 600 | 21 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Abound Wealth Management | History | New | 583 | 20 | 0.0% | — | 257 | +583 | New | Q3 2026 | Oct 26, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 600 | 20 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 543 | 19 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CoreCap Advisors, LLC | History | No change | 566 | 19 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Compass Wealth Management LLC | History | New | 500 | 17 | 0.0% | — | 262 | +500 | New | Q3 2026 | Oct 22, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 500 | 17 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Grove Bank & Trust | History | No change | 500 | 17 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 438 | 15 | 0.0% | 0.0% | 264 | +10 | 2.34% | Q3 2026 | Oct 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 444 | 15 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 400 | 13 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| WHITTIER TRUST CO | History | No change | 379 | 13 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 290 | 10 | 0.0% | — | 274 | +290 | New | Q3 2026 | Oct 16, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 300 | 10 | 0.01% | 0.0% | 270 | -252 | -45.65% | Q3 2026 | Oct 26, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 310 | 10 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 300 | 10 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Community Financial Services Group, LLC | History | No change | 305 | 10 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| SHP Wealth Management | History | No change | 300 | 10 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bank of New Hampshire | History | No change | 300 | 10 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 295 | 10 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Lynch Investment Planning, LLC | History | New | 267 | 9 | 0.01% | — | 275 | +267 | New | Q3 2026 | Oct 27, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 240 | 8 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 200 | 7 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TD Capital Management LLC | History | No change | 226 | 7 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Horizon Investments, LLC | History | No change | 219 | 7 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hurley Capital, LLC | History | No change | 202 | 7 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFP Advisors, Inc | History | Added to | 190 | 6 | 0.0% | 0.0% | 281 | +90 | 90.0% | Q3 2026 | Oct 16, 2026 |
| PFS Partners, LLC | History | No change | 190 | 6 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| BARCLAYS PLC | History | No change | 144 | 5 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 165 | 5 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 150 | 5 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MADDEN SECURITIES Corp | History | New | 100 | 3 | 0.0% | — | 288 | +100 | New | Q3 2026 | Oct 27, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 110 | 3 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| ASSETMARK, INC | History | Reduced | 82 | 2 | 0.0% | 0.0% | 289 | -96 | -53.93% | Q3 2026 | Oct 21, 2026 |
| Parkside Financial Bank & Trust | History | No change | 83 | 2 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Luminist Capital LLC | History | No change | 58 | 2 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HUB Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -126,286 | -100.0% | Q3 2026 | Nov 03, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.14% | — | -75,577 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Lewis Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -6,800 | -100.0% | Q3 2026 | Oct 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,426 | -100.0% | Q3 2026 | Oct 26, 2026 |
| CHAPIN DAVIS, INC. | History | Closed out | 0 | 0 | — | 0.04% | — | -6,000 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Quantum Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,700 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Parallel Advisors, LLC | History | Reduced | 2 | 0 | — | 0.0% | — | -1,268 | -99.84% | Q3 2026 | Nov 03, 2026 |
| LANARK FINANCIAL, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,261 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Axiom Investment Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -985 | -100.0% | Q3 2026 | Nov 03, 2026 |