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 | No change | 36,844,044 | 1,075,466 | 1.1% | 1.1% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 21,101,929 | 615,958 | 5.22% | 5.22% | 2 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 1,759,975 | 49,207 | 11.51% | 12.06% | 3 | +43,445 | 2.53% | Q3 2026 | Nov 03, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | No change | 1,602,242 | 46,768 | 7.57% | 7.57% | 4 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Kaufman Rossin Wealth, LLC | History | Added to | 1,460,215 | 40,826 | 16.52% | 19.19% | 5 | +51,595 | 3.66% | Q3 2026 | Oct 19, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | No change | 1,213,370 | 35,417 | 9.25% | 9.25% | 6 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,149,671 | 33,558 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 991,507 | 28,941 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Friday Financial | History | Added to | 966,800 | 27,290 | 5.4% | 6.24% | 9 | +156,424 | 19.3% | Q3 2026 | Oct 09, 2026 |
| Peirce Capital Management, LLC | History | Reduced | 962,849 | 26,920 | 9.89% | 10.41% | 10 | -10,123 | -1.04% | Q3 2026 | Oct 19, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 780,094 | 22,770 | 3.44% | 3.44% | 11 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Capstone Wealth Management, LLC | History | Reduced | 710,169 | 19,855 | 9.2% | 9.64% | 12 | -1,524 | -0.21% | Q3 2026 | Nov 02, 2026 |
| Gibson Capital, LLC | History | Added to | 710,073 | 19,853 | 3.37% | 3.14% | 13 | +53,766 | 8.19% | Q3 2026 | Oct 22, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 691,997 | 19,347 | 0.62% | 0.66% | 14 | +17,826 | 2.64% | Q3 2026 | Nov 04, 2026 |
| HMV Wealth Advisors, LLC | History | Added to | 668,752 | 18,697 | 7.09% | 7.35% | 15 | +22,095 | 3.42% | Q3 2026 | Oct 27, 2026 |
| HBE Wealth Management, LLC | History | No change | 620,965 | 18,125 | 13.02% | 13.02% | 16 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Forum Financial Management, LP | History | Reduced | 630,924 | 17,640 | 0.23% | 0.24% | 17 | -3,435 | -0.54% | Q3 2026 | Oct 16, 2026 |
| Vistica Wealth Advisors, LLC | History | No change | 603,279 | 17,609 | 15.24% | 15.24% | 18 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BENNINGFIELD FINANCIAL ADVISORS, LLC | History | No change | 512,763 | 14,967 | 11.09% | 11.09% | 19 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | No change | 397,068 | 11,590 | 4.21% | 4.21% | 20 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| JDH Wealth Management, LLC | History | Reduced | 349,284 | 9,765 | 5.9% | 6.22% | 21 | -764 | -0.22% | Q3 2026 | Oct 19, 2026 |
| Lauterbach Financial Advisors, LLC | History | Added to | 329,472 | 9,211 | 3.93% | 4.12% | 22 | +989 | 0.3% | Q3 2026 | Oct 20, 2026 |
| D.A. DAVIDSON & CO. | History | New | 287,117 | 8,027 | 0.04% | — | 23 | +287,117 | New | Q3 2026 | Oct 27, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | No change | 218,043 | 7,245 | 5.38% | 5.38% | 24 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Evanson Financial, LLC | History | No change | 254,549 | 7,116 | 0.35% | 0.36% | 25 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | Reduced | 251,996 | 7,045 | 6.7% | 7.09% | 26 | -2,637 | -1.04% | Q3 2026 | Oct 22, 2026 |
| Allworth Financial LP | History | No change | 223,574 | 6,526 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aerodigm Wealth, LLC | History | Reduced | 230,305 | 6,439 | 2.22% | 2.69% | 28 | -42,871 | -15.69% | Q3 2026 | Oct 16, 2026 |
| Prism Planning Partners LLC | History | Added to | 220,628 | 6,168 | 5.86% | 6.28% | 29 | +17,487 | 8.61% | Q3 2026 | Oct 27, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 217,002 | 6,067 | 0.78% | 0.84% | 30 | -1,892 | -0.86% | Q3 2026 | Oct 30, 2026 |
| Hill Investment Group Partners, LLC | History | No change | 204,738 | 5,976 | 0.61% | 0.61% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Added to | 212,535 | 5,942 | 5.52% | 3.28% | 32 | +16,609 | 8.48% | Q3 2026 | Oct 09, 2026 |
| JPMORGAN CHASE & CO | History | No change | 195,859 | 5,711 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RB Capital Management, LLC | History | No change | 194,169 | 5,667 | 1.1% | 1.1% | 34 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 185,900 | 5,426 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 174,052 | 5,080 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parkwoods Wealth Partners, LLC | History | No change | 171,369 | 5,002 | 0.8% | 0.8% | 37 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 158,452 | 4,430 | 0.03% | 0.04% | 38 | -23,283 | -12.81% | Q3 2026 | Oct 08, 2026 |
| LPL Financial LLC | History | No change | 151,029 | 4,408 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 147,232 | 4,297 | 0.34% | 0.34% | 40 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 137,416 | 3,842 | 0.02% | 0.02% | 41 | +921 | 0.67% | Q3 2026 | Oct 26, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | Reduced | 131,535 | 3,748 | 1.32% | 1.5% | 42 | -12,126 | -8.44% | Q3 2026 | Nov 03, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 125,104 | 3,651 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Berger Financial Group, Inc | History | No change | 122,097 | 3,563 | 0.18% | 0.18% | 44 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Quantinno Capital Management LP | History | No change | 121,012 | 3,532 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Oath Planning, LLC | History | Added to | 107,225 | 2,997 | 1.94% | 2.3% | 46 | +969 | 0.91% | Q3 2026 | Oct 20, 2026 |
| IFG Advisors, LLC | History | Reduced | 105,137 | 2,939 | 0.4% | 0.42% | 47 | -388 | -0.37% | Q3 2026 | Oct 15, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 89,688 | 2,507 | 0.03% | 0.04% | 48 | -26,772 | -22.99% | Q3 2026 | Oct 23, 2026 |
| Curi Capital, LLC | History | No change | 82,395 | 2,405 | 0.04% | 0.04% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 81,279 | 2,370 | 0.08% | 0.08% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 79,693 | 2,326 | 0.15% | 0.15% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 79,359 | 2,316 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 75,365 | 2,199 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apella Capital, LLC | History | No change | 75,972 | 2,149 | 0.03% | 0.03% | 54 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Integrity Wealth Solutions LLC | History | No change | 71,538 | 2,088 | 0.77% | 0.77% | 55 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Wedmont Private Capital | History | Reduced | 59,968 | 1,712 | 0.04% | 0.05% | 56 | -500 | -0.83% | Q3 2026 | Oct 09, 2026 |
| Waterfront Wealth Inc. | History | No change | 55,203 | 1,572 | 0.25% | 0.25% | 57 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | No change | 52,645 | 1,499 | 0.47% | 0.5% | 58 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| IFP Advisors, Inc | History | New | 53,100 | 1,484 | 0.03% | — | 59 | +53,100 | New | Q3 2026 | Oct 16, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 51,771 | 1,447 | 0.12% | 0.06% | 60 | +29,746 | 135.06% | Q3 2026 | Oct 23, 2026 |
| UMB Bank, n.a. | History | No change | 49,293 | 1,438 | 0.02% | 0.02% | 61 | 0 | 0.0% | 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 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 47,808 | 1,365 | 0.0% | 0.0% | 63 | -4,826 | -9.17% | Q3 2026 | Oct 13, 2026 |
| Krilogy Financial LLC | History | Reduced | 47,646 | 1,357 | 0.04% | 0.04% | 64 | -557 | -1.16% | Q3 2026 | Oct 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 45,711 | 1,334 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | Added to | 44,286 | 1,238 | 0.83% | 0.82% | 66 | +2,510 | 6.01% | Q3 2026 | Oct 20, 2026 |
| Belleair Asset Management, LLC | History | Reduced | 42,596 | 1,190 | 1.0% | 1.07% | 67 | -1,047 | -2.4% | Q3 2026 | Nov 03, 2026 |
| Daytona Street Capital LLC | History | No change | 37,239 | 1,068 | 0.76% | 0.79% | 68 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Savant Capital, LLC | History | No change | 35,649 | 1,040 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| E-Wealth Partners, LLC | History | No change | 34,103 | 995 | 0.72% | 0.72% | 70 | 0 | 0.0% | 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 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Reduced | 35,433 | 990 | 0.19% | 0.26% | 72 | -7,089 | -16.67% | Q3 2026 | Oct 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 34,225 | 957 | 0.0% | 0.0% | 73 | +10,917 | 46.84% | Q3 2026 | Nov 02, 2026 |
| Creative Planning | History | Added to | 34,090 | 953 | 0.0% | 0.0% | 74 | +1,975 | 6.15% | Q3 2026 | Nov 02, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 33,086 | 925 | 0.0% | 0.0% | 75 | +9,354 | 39.42% | Q3 2026 | Nov 02, 2026 |
| Symmetry Partners, LLC | History | Reduced | 32,885 | 919 | 0.05% | 0.05% | 76 | -1,126 | -3.31% | Q3 2026 | Oct 27, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 29,786 | 832 | 0.02% | 0.03% | 77 | -327 | -1.09% | Q3 2026 | Oct 13, 2026 |
| FIDUCIARY TRUST CO | History | No change | 26,773 | 781 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Discipline Wealth Solutions, LLC | History | Reduced | 27,681 | 773 | 0.07% | 0.08% | 79 | -2,848 | -9.33% | Q3 2026 | Oct 14, 2026 |
| CHOREO, LLC | History | No change | 27,180 | 759 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 23,912 | 680 | 0.01% | 0.01% | 81 | +12,940 | 117.94% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 23,912 | 680 | 0.01% | 0.01% | 82 | +12,940 | 117.94% | Q3 2026 | Oct 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 23,238 | 678 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Visionary Wealth Advisors | History | No change | 23,118 | 646 | 0.03% | 0.03% | 84 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 21,728 | 634 | 0.04% | 0.04% | 85 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Madrid Financial Services | History | Reduced | 18,790 | 525 | 0.29% | 0.3% | 86 | -915 | -4.64% | Q3 2026 | Nov 03, 2026 |
| NewEdge Advisors, LLC | History | No change | 17,601 | 513 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pathstone Holdings, LLC | History | No change | 16,897 | 493 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 17,415 | 486 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Clark Asset Management, LLC | History | No change | 17,159 | 479 | 0.04% | 0.04% | 90 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Vise Technologies, Inc. | History | Reduced | 16,984 | 474 | 0.0% | 0.01% | 91 | -617 | -3.51% | Q3 2026 | Oct 28, 2026 |
| Kilner Capital Advisors, LLC | History | No change | 15,862 | 458 | 0.39% | 0.39% | 92 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 14,819 | 432 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DBK Financial Counsel, LLC | History | No change | 15,175 | 424 | 0.34% | 0.37% | 94 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Cetera Investment Advisers | History | No change | 14,431 | 421 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 14,455 | 421 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | No change | 14,211 | 414 | 0.22% | 0.22% | 97 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HighTower Advisors, LLC | History | No change | 14,099 | 411 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sanctuary Advisors, LLC | History | No change | 14,066 | 410 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Affirmative Financial Network | History | New | 14,598 | 408 | 0.09% | — | 100 | +14,598 | New | Q3 2026 | Oct 21, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 13,893 | 405 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Intentional Wealth Strategies, LLC | History | No change | 12,904 | 376 | 0.35% | 0.35% | 102 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Plancorp, LLC | History | No change | 12,544 | 363 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| BWM Planning, LLC | History | No change | 12,191 | 355 | 0.08% | 0.08% | 104 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| COFG Advisors, LLC | History | No change | 12,192 | 355 | 0.06% | 0.06% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 11,745 | 342 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 11,069 | 309 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Wealth Intelligence, LLC | History | New | 10,424 | 291 | 0.14% | — | 108 | +10,424 | New | Q3 2026 | Oct 16, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 9,920 | 289 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Blueprint Investment Partners LLC | History | No change | 10,092 | 282 | 0.02% | 0.02% | 110 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Blueprint Financial Advisors LLC | History | No change | 10,092 | 282 | 0.03% | 0.03% | 111 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Advisory Services Network, LLC | History | No change | 9,486 | 276 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 9,297 | 271 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| BBR PARTNERS, LLC | History | No change | 9,045 | 264 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 9,442 | 263 | 0.0% | 0.0% | 115 | +618 | 7.0% | Q3 2026 | Oct 08, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | No change | 8,931 | 260 | 0.03% | 0.03% | 116 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | History | No change | 9,000 | 251 | 0.19% | 0.21% | 117 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| World Investment Advisors | History | No change | 9,330 | 248 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 8,463 | 247 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | No change | 8,802 | 246 | 0.03% | 0.04% | 120 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 8,028 | 234 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 8,357 | 233 | 0.0% | 0.01% | 122 | -3,288 | -28.24% | Q3 2026 | Oct 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 7,880 | 230 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Johnson Wealth Management, LLC | History | No change | 7,857 | 229 | 0.1% | 0.1% | 124 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 7,759 | 226 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 7,685 | 214 | 0.0% | — | 126 | +7,685 | New | Q3 2026 | Nov 02, 2026 |
| PDS Planning, Inc | History | No change | 7,265 | 203 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 6,975 | 203 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 7,195 | 201 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| CENTRAL TRUST Co | History | No change | 6,000 | 175 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Your Advocates Ltd., LLP | History | No change | 4,163 | 116 | 0.03% | 0.03% | 131 | 0 | 0.0% | Q3 2026 | Nov 03, 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 | No change | 2,454 | 71 | 0.04% | 0.04% | 134 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 1,594 | 44 | 0.01% | 0.03% | 135 | -8,103 | -83.56% | Q3 2026 | Oct 20, 2026 |
| Sankala Group LLC | History | No change | 1,242 | 36 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Ares Financial Consulting, LLC | History | No change | 1,167 | 32 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| ASSETMARK, INC | History | Reduced | 985 | 27 | 0.0% | 0.0% | 138 | -164 | -14.27% | Q3 2026 | Oct 21, 2026 |
| True Wealth Design, LLC | History | No change | 830 | 23 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 589 | 17 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 87 | 3 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 95 | 2 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| LJI Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -11,504 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Base Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -7,131 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -425 | -100.0% | Q3 2026 | Oct 16, 2026 |
| AE Wealth Management LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |