EA Series Trust - BSVO
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.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Focus Partners Wealth | History | Reduced | 36,844,044 | 1,075,466 | 1.1% | 1.05% | 1 | -413,813 | -1.11% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 21,101,929 | 615,958 | 5.22% | 5.15% | 2 | +966,354 | 4.8% | Q2 2026 | Aug 06, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 1,716,530 | 50,104 | 12.06% | 12.04% | 3 | +9,321 | 0.55% | Q2 2026 | Jul 28, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Reduced | 1,602,242 | 46,768 | 7.57% | 7.86% | 4 | -14,208 | -0.88% | Q2 2026 | Jul 14, 2026 |
| Kaufman Rossin Wealth, LLC | History | Added to | 1,408,620 | 40,512 | 19.19% | 18.57% | 5 | +131,854 | 10.33% | Q2 2026 | Jul 16, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | Reduced | 1,213,370 | 35,417 | 9.25% | 9.28% | 6 | -9,462 | -0.77% | Q2 2026 | Jul 21, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,149,671 | 33,558 | 0.01% | 0.01% | 7 | -1,656 | -0.14% | Q2 2026 | Aug 03, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 991,507 | 28,941 | 0.01% | 0.01% | 8 | +191,692 | 23.97% | Q2 2026 | Aug 14, 2026 |
| Peirce Capital Management, LLC | History | Reduced | 972,972 | 28,400 | 10.41% | 18.04% | 9 | -844,545 | -46.47% | Q2 2026 | Jul 10, 2026 |
| Friday Financial | History | Added to | 810,376 | 23,290 | 6.24% | 6.74% | 10 | +39,431 | 5.11% | Q2 2026 | Jul 09, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Added to | 780,094 | 22,770 | 3.44% | 3.37% | 11 | +1,006 | 0.13% | Q2 2026 | Jul 23, 2026 |
| Capstone Wealth Management, LLC | History | Reduced | 711,693 | 20,774 | 9.64% | 12.71% | 12 | -6,719 | -0.94% | Q2 2026 | Jul 23, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 674,171 | 19,678 | 0.66% | 0.5% | 13 | +26,773 | 4.14% | Q2 2026 | Jul 24, 2026 |
| Gibson Capital, LLC | History | Added to | 656,307 | 19,157 | 3.14% | 2.94% | 14 | +33,940 | 5.45% | Q2 2026 | Aug 13, 2026 |
| HMV Wealth Advisors, LLC | History | Added to | 646,657 | 18,875 | 7.35% | 6.4% | 15 | +109,755 | 20.44% | Q2 2026 | Jul 13, 2026 |
| Forum Financial Management, LP | History | Reduced | 634,359 | 18,516 | 0.24% | 0.23% | 16 | -11,500 | -1.78% | Q2 2026 | Jul 23, 2026 |
| HBE Wealth Management, LLC | History | Added to | 620,965 | 18,125 | 13.02% | 13.68% | 17 | +2,138 | 0.35% | Q2 2026 | Jul 13, 2026 |
| Vistica Wealth Advisors, LLC | History | Added to | 603,279 | 17,609 | 15.24% | 14.59% | 18 | +26,052 | 4.51% | Q2 2026 | Jul 27, 2026 |
| BENNINGFIELD FINANCIAL ADVISORS, LLC | History | Reduced | 512,763 | 14,967 | 11.09% | 10.46% | 19 | -9,551 | -1.83% | Q2 2026 | Jul 30, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Reduced | 397,068 | 11,590 | 4.21% | 4.06% | 20 | -826 | -0.21% | Q2 2026 | Jul 14, 2026 |
| JDH Wealth Management, LLC | History | Reduced | 350,048 | 10,217 | 6.22% | 6.42% | 21 | -25,227 | -6.72% | Q2 2026 | Jul 22, 2026 |
| Lauterbach Financial Advisors, LLC | History | Reduced | 328,483 | 9,588 | 4.12% | 4.14% | 22 | -5,927 | -1.77% | Q2 2026 | Jul 27, 2026 |
| Aerodigm Wealth, LLC | History | Added to | 273,176 | 7,973 | 2.69% | 2.56% | 23 | +4,918 | 1.83% | Q2 2026 | Aug 04, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | Reduced | 254,633 | 7,432 | 7.09% | 6.79% | 24 | -5,917 | -2.27% | Q2 2026 | Aug 11, 2026 |
| Evanson Financial, LLC | History | New | 254,549 | 7,430 | 0.36% | — | 25 | +254,549 | New | Q2 2026 | Jul 07, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | Reduced | 218,043 | 7,245 | 5.38% | 4.91% | 26 | -27,223 | -11.1% | Q2 2026 | Jul 28, 2026 |
| Allworth Financial LP | History | Reduced | 223,574 | 6,526 | 0.03% | 0.03% | 27 | -29,047 | -11.5% | Q2 2026 | Aug 11, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 218,894 | 6,389 | 0.84% | 0.84% | 28 | -1,587 | -0.72% | Q2 2026 | Jul 13, 2026 |
| Hill Investment Group Partners, LLC | History | Reduced | 204,738 | 5,976 | 0.61% | 0.6% | 29 | -10,601 | -4.92% | Q2 2026 | Aug 12, 2026 |
| Prism Planning Partners LLC | History | Added to | 203,141 | 5,929 | 6.28% | 5.99% | 30 | +3,443 | 1.72% | Q2 2026 | Jul 23, 2026 |
| Evanson Asset Management, LLC | History | No change | 232,232 | 5,891 | 0.32% | 0.32% | 31 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Added to | 195,926 | 5,719 | 3.28% | 3.2% | 32 | +8,528 | 4.55% | Q2 2026 | Jul 16, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 195,859 | 5,711 | 0.0% | 0.0% | 33 | +60,559 | 44.76% | Q2 2026 | Aug 12, 2026 |
| RB Capital Management, LLC | History | Added to | 194,169 | 5,667 | 1.1% | 0.98% | 34 | +13,218 | 7.3% | Q2 2026 | Aug 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 185,900 | 5,426 | 0.0% | 0.0% | 35 | +7,600 | 4.26% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 181,735 | 5,304 | 0.04% | 0.04% | 36 | -72 | -0.04% | Q2 2026 | Jul 17, 2026 |
| Mariner, LLC | History | Added to | 174,052 | 5,080 | 0.01% | 0.0% | 37 | +6,545 | 3.91% | Q2 2026 | Aug 13, 2026 |
| Parkwoods Wealth Partners, LLC | History | Reduced | 171,369 | 5,002 | 0.8% | 1.16% | 38 | -14,635 | -7.87% | Q2 2026 | Jul 27, 2026 |
| LPL Financial LLC | History | Added to | 151,029 | 4,408 | 0.0% | 0.0% | 39 | +39,335 | 35.22% | Q2 2026 | Aug 07, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Reduced | 147,232 | 4,297 | 0.34% | 0.36% | 40 | -3,516 | -2.33% | Q2 2026 | Aug 06, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | Reduced | 143,661 | 4,193 | 1.5% | 1.48% | 41 | -2,578 | -1.76% | Q2 2026 | Jul 23, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 136,495 | 3,984 | 0.02% | 0.03% | 42 | -408 | -0.3% | Q2 2026 | Jul 20, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 125,104 | 3,651 | 0.0% | — | 43 | +125,104 | New | Q2 2026 | Aug 14, 2026 |
| Berger Financial Group, Inc | History | No change | 122,097 | 3,563 | 0.18% | 0.17% | 44 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Quantinno Capital Management LP | History | Added to | 121,012 | 3,532 | 0.0% | 0.0% | 45 | +12,299 | 11.31% | Q2 2026 | Aug 13, 2026 |
| Apollon Wealth Management, LLC | History | New | 116,460 | 3,399 | 0.04% | — | 46 | +116,460 | New | Q2 2026 | Jul 22, 2026 |
| Oath Planning, LLC | History | Reduced | 106,256 | 3,101 | 2.3% | 2.43% | 47 | -1,534 | -1.42% | Q2 2026 | Jul 24, 2026 |
| IFG Advisors, LLC | History | Reduced | 105,525 | 3,080 | 0.42% | 0.44% | 48 | -1,217 | -1.14% | Q2 2026 | Jul 22, 2026 |
| CWM, LLC | History | No change | 95,896 | 2,432 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Curi Capital, LLC | History | No change | 82,395 | 2,405 | 0.04% | 0.04% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 81,279 | 2,370 | 0.08% | 0.07% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Reduced | 79,693 | 2,326 | 0.15% | 0.14% | 52 | -4,129 | -4.93% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 79,359 | 2,316 | 0.01% | 0.01% | 53 | +6,830 | 9.42% | Q2 2026 | Aug 11, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 75,365 | 2,199 | 0.02% | 0.01% | 54 | +40 | 0.05% | Q2 2026 | Aug 14, 2026 |
| Apella Capital, LLC | History | No change | 75,972 | 2,183 | 0.03% | 0.03% | 55 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Integrity Wealth Solutions LLC | History | No change | 71,538 | 2,088 | 0.77% | 0.71% | 56 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Wedmont Private Capital | History | No change | 60,468 | 1,752 | 0.05% | 0.05% | 57 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Waterfront Wealth Inc. | History | No change | 55,203 | 1,600 | 0.25% | 0.26% | 58 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | No change | 52,645 | 1,552 | 0.5% | 0.49% | 59 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 52,634 | 1,525 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| UMB Bank, n.a. | History | Reduced | 49,293 | 1,438 | 0.02% | 0.03% | 61 | -26,697 | -35.13% | Q2 2026 | Aug 13, 2026 |
| Ballentine Partners, LLC | History | No change | 49,265 | 1,438 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Krilogy Financial LLC | History | Added to | 48,203 | 1,407 | 0.04% | 0.04% | 63 | +4,880 | 11.26% | Q2 2026 | Jul 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 45,711 | 1,334 | 0.0% | 0.0% | 64 | +39,940 | 692.08% | Q2 2026 | Aug 14, 2026 |
| Belleair Asset Management, LLC | History | Reduced | 43,643 | 1,273 | 1.07% | 1.03% | 65 | -881 | -1.98% | Q2 2026 | Jul 15, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Reduced | 42,522 | 1,241 | 0.26% | 0.26% | 66 | -307 | -0.72% | Q2 2026 | Jul 17, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | Reduced | 41,776 | 1,219 | 0.82% | 0.83% | 67 | -1,730 | -3.98% | Q2 2026 | Jul 22, 2026 |
| Daytona Street Capital LLC | History | No change | 37,239 | 1,079 | 0.79% | 0.74% | 68 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Savant Capital, LLC | History | Reduced | 35,649 | 1,040 | 0.0% | 0.0% | 69 | -3,159 | -8.14% | Q2 2026 | Aug 10, 2026 |
| E-Wealth Partners, LLC | History | Reduced | 34,103 | 995 | 0.72% | 0.8% | 70 | -4,928 | -12.63% | Q2 2026 | Aug 17, 2026 |
| Cresset Asset Management, LLC | History | No change | 34,051 | 993 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Symmetry Partners, LLC | History | Reduced | 34,011 | 992 | 0.05% | 0.05% | 72 | -3,452 | -9.21% | Q2 2026 | Jul 23, 2026 |
| Creative Planning | History | No change | 32,115 | 937 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Discipline Wealth Solutions, LLC | History | Reduced | 30,529 | 891 | 0.08% | 0.08% | 74 | -1,051 | -3.33% | Q2 2026 | Jul 21, 2026 |
| CHOREO, LLC | History | Reduced | 27,180 | 793 | 0.01% | 0.01% | 75 | -1,209 | -4.26% | Q2 2026 | Aug 04, 2026 |
| FIDUCIARY TRUST CO | History | No change | 26,773 | 781 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 30,113 | 763 | 0.03% | 0.03% | 77 | +3,285 | 12.24% | Q2 2026 | Jul 09, 2026 |
| Kestra Advisory Services, LLC | History | New | 23,732 | 692 | 0.0% | — | 78 | +23,732 | New | Q2 2026 | Jul 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 23,308 | 680 | 0.0% | — | 79 | +23,308 | New | Q2 2026 | Jul 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 23,238 | 678 | 0.0% | 0.0% | 80 | +4,896 | 26.69% | Q2 2026 | Aug 14, 2026 |
| Visionary Wealth Advisors | History | No change | 23,118 | 674 | 0.03% | 0.03% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Compass Ion Advisors, LLC | History | New | 22,025 | 642 | 0.06% | — | 82 | +22,025 | New | Q2 2026 | Aug 12, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 21,728 | 634 | 0.04% | 0.04% | 83 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Madrid Financial Services | History | No change | 19,705 | 575 | 0.3% | 0.29% | 84 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vise Technologies, Inc. | History | New | 17,601 | 513 | 0.01% | — | 86 | +17,601 | New | Q2 2026 | Aug 10, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 17,601 | 513 | 0.0% | 0.0% | 85 | -1,267 | -6.72% | Q2 2026 | Aug 12, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 17,415 | 508 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clark Asset Management, LLC | History | No change | 17,159 | 500 | 0.04% | 0.04% | 88 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Pathstone Holdings, LLC | History | No change | 16,897 | 493 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kilner Capital Advisors, LLC | History | Reduced | 15,862 | 458 | 0.39% | 0.4% | 90 | -548 | -3.34% | Q2 2026 | Jul 13, 2026 |
| DBK Financial Counsel, LLC | History | No change | 15,175 | 442 | 0.37% | 0.29% | 91 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 14,819 | 432 | 0.0% | 0.0% | 92 | +100 | 0.68% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | New | 14,431 | 421 | 0.0% | — | 94 | +14,431 | New | Q2 2026 | Aug 12, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 14,455 | 421 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Reduced | 14,211 | 414 | 0.22% | 0.26% | 95 | -2,545 | -15.19% | Q2 2026 | Aug 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 14,099 | 411 | 0.0% | 0.0% | 96 | +160 | 1.15% | Q2 2026 | Aug 05, 2026 |
| Sanctuary Advisors, LLC | History | New | 14,066 | 410 | 0.0% | — | 97 | +14,066 | New | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 13,893 | 405 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Intentional Wealth Strategies, LLC | History | Added to | 12,904 | 376 | 0.35% | 0.29% | 99 | +450 | 3.61% | Q2 2026 | Jul 28, 2026 |
| Plancorp, LLC | History | No change | 12,544 | 364 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BWM Planning, LLC | History | No change | 12,191 | 355 | 0.08% | 0.08% | 101 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| COFG Advisors, LLC | History | No change | 12,192 | 355 | 0.06% | 0.08% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | New | 11,745 | 342 | 0.0% | — | 103 | +11,745 | New | Q2 2026 | Aug 10, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 11,645 | 339 | 0.01% | 0.03% | 104 | -36,886 | -76.01% | Q2 2026 | Jul 15, 2026 |
| LJI Wealth Management, LLC | History | Reduced | 11,504 | 335 | 0.05% | 0.08% | 105 | -8,802 | -43.35% | Q2 2026 | Jul 31, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 11,069 | 323 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Diversify Advisory Services, LLC | History | New | 10,972 | 322 | 0.01% | — | 107 | +10,972 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 10,972 | 322 | 0.01% | — | 108 | +10,972 | New | Q2 2026 | Jul 29, 2026 |
| Blueprint Investment Partners LLC | History | No change | 10,092 | 294 | 0.02% | 0.03% | 109 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Blueprint Financial Advisors LLC | History | No change | 10,092 | 294 | 0.03% | 0.04% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 9,920 | 289 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 9,697 | 283 | 0.03% | — | 112 | +9,697 | New | Q2 2026 | Jul 20, 2026 |
| Advisory Services Network, LLC | History | No change | 9,486 | 276 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 9,297 | 271 | 0.0% | 0.0% | 114 | -26 | -0.28% | Q2 2026 | Aug 19, 2026 |
| BBR PARTNERS, LLC | History | No change | 9,045 | 264 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | History | No change | 9,000 | 262 | 0.21% | 0.2% | 116 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | No change | 8,931 | 260 | 0.03% | 0.03% | 117 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SAPIENT CAPITAL LLC | History | New | 8,824 | 257 | 0.0% | — | 118 | +8,824 | New | Q2 2026 | Jul 09, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | New | 8,802 | 256 | 0.04% | — | 119 | +8,802 | New | Q2 2026 | Jul 20, 2026 |
| World Investment Advisors | History | No change | 9,330 | 248 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Reduced | 8,463 | 247 | 0.0% | 0.0% | 121 | -7,903 | -48.29% | Q2 2026 | Aug 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 8,028 | 234 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 7,880 | 230 | 0.0% | 0.0% | 123 | +3,260 | 70.56% | Q2 2026 | Aug 12, 2026 |
| Johnson Wealth Management, LLC | History | New | 7,857 | 229 | 0.1% | — | 124 | +7,857 | New | Q2 2026 | Aug 06, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 7,759 | 226 | 0.0% | 0.0% | 125 | -890 | -10.29% | Q2 2026 | Aug 11, 2026 |
| PDS Planning, Inc | History | New | 7,265 | 212 | 0.01% | — | 126 | +7,265 | New | Q2 2026 | Aug 05, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 7,195 | 210 | 0.02% | 0.02% | 127 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Base Wealth Management LLC | History | New | 7,131 | 208 | 0.1% | — | 128 | +7,131 | New | Q2 2026 | Jul 22, 2026 |
| RWA WEALTH PARTNERS, LLC | History | New | 6,975 | 203 | 0.0% | — | 129 | +6,975 | New | Q2 2026 | Aug 07, 2026 |
| CENTRAL TRUST Co | History | Reduced | 6,000 | 175 | 0.0% | 0.0% | 130 | -947 | -13.63% | Q2 2026 | Jul 31, 2026 |
| Your Advocates Ltd., LLP | History | No change | 4,163 | 121 | 0.03% | 0.03% | 131 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FMR LLC | History | No change | 3,535 | 103 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 3,016 | 88 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 2,454 | 71 | 0.04% | 0.05% | 134 | -497 | -16.84% | Q2 2026 | Jul 13, 2026 |
| Sankala Group LLC | History | New | 1,242 | 36 | 0.02% | — | 135 | +1,242 | New | Q2 2026 | Aug 18, 2026 |
| Ares Financial Consulting, LLC | History | No change | 1,167 | 34 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ASSETMARK, INC | History | New | 1,149 | 33 | 0.0% | — | 137 | +1,149 | New | Q2 2026 | Jul 30, 2026 |
| True Wealth Design, LLC | History | New | 830 | 24 | 0.01% | — | 138 | +830 | New | Q2 2026 | Jul 16, 2026 |
| Rockefeller Capital Management L.P. | History | New | 589 | 17 | 0.0% | — | 139 | +589 | New | Q2 2026 | Aug 13, 2026 |
| Cornerstone Planning Group LLC | History | New | 425 | 12 | 0.0% | — | 140 | +425 | New | Q2 2026 | Jul 29, 2026 |
| ROYAL BANK OF CANADA | History | New | 87 | 3 | 0.0% | — | 141 | +87 | New | Q2 2026 | Aug 14, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 95 | 2 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,448 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Andina Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -12,660 | -100.0% | Q2 2026 | Aug 05, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |