Sprott Physical Gold & Silver Trust - CEF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CENTRAL TRUST Co | History | Reduced | 4,506,959 | 181,314 | 3.28% | 4.57% | 1 | -357,415 | -7.35% | Q2 2026 | Jul 31, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 4,208,130 | 169,293 | 2.16% | 3.13% | 2 | +15,175 | 0.36% | Q2 2026 | Aug 05, 2026 |
| MORGAN STANLEY | History | Added to | 4,154,969 | 167,154 | 0.01% | 0.01% | 3 | +100,429 | 2.48% | Q2 2026 | Aug 13, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | Added to | 3,657,084 | 147,709 | 0.73% | 0.9% | 4 | +109,024 | 3.07% | Q2 2026 | Aug 10, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 3,329,872 | 133,961 | 0.02% | 0.03% | 5 | +13,922 | 0.42% | Q2 2026 | Aug 14, 2026 |
| Weiss Asset Management LP | History | Added to | 3,099,716 | 124,701 | 1.31% | 1.4% | 6 | +1,360,216 | 78.2% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | Reduced | 1,779,571 | 71,592 | 0.02% | 0.06% | 7 | -1,685,344 | -48.64% | Q2 2026 | Aug 06, 2026 |
| Evelyn Partners Group Ltd | History | New | 1,168,036 | 46,990 | 0.1% | — | 8 | +1,168,036 | New | Q2 2026 | Aug 07, 2026 |
| MANAGED ASSET PORTFOLIOS, LLC | History | Reduced | 955,967 | 38,458 | 4.4% | 5.5% | 9 | -5,513 | -0.57% | Q2 2026 | Aug 06, 2026 |
| Evelyn Partners Investment Management LLP | History | No change | 797,590 | 38,060 | 1.03% | 1.03% | 10 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 903,921 | 36,364 | 0.01% | 0.01% | 11 | -35,134 | -3.74% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 897,561 | 36,108 | 0.0% | 0.0% | 12 | +200,135 | 28.7% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Reduced | 847,803 | 34,107 | 0.01% | 0.01% | 13 | -61,222 | -6.73% | Q2 2026 | Aug 07, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 841,648 | 33,859 | 0.05% | 0.08% | 14 | -247,313 | -22.71% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 747,266 | 30,062 | 0.0% | 0.01% | 15 | -434,584 | -36.77% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 642,326 | 25,840 | 0.0% | 0.0% | 16 | +12,122 | 1.92% | Q2 2026 | Aug 14, 2026 |
| SPROTT INC. | History | Reduced | 636,665 | 25,613 | 0.81% | 0.9% | 17 | -12,028 | -1.85% | Q2 2026 | Jul 28, 2026 |
| Cheviot Value Management, LLC | History | Reduced | 567,160 | 22,816 | 2.32% | 2.75% | 18 | -6,682 | -1.16% | Q2 2026 | Aug 06, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 563,859 | 22,684 | 1.44% | 1.85% | 19 | -1,125 | -0.2% | Q2 2026 | Aug 04, 2026 |
| Marshall Financial Group, LLC | History | Added to | 544,511 | 21,905 | 3.19% | 4.16% | 20 | +183 | 0.03% | Q2 2026 | Jul 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 525,803 | 21,147 | 0.0% | 0.0% | 21 | +178,487 | 51.39% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 504,984 | 20,143 | 0.0% | 0.0% | 22 | -4,349 | -0.85% | Q2 2026 | Aug 12, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 483,429 | 19,448 | 0.03% | 0.04% | 23 | -19,963 | -3.97% | Q2 2026 | Aug 13, 2026 |
| Cannell & Spears LLC | History | No change | 483,025 | 19,432 | 0.35% | 0.45% | 24 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 444,749 | 17,892 | 0.02% | 0.02% | 25 | +99,376 | 28.77% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 441,740 | 17,771 | 0.04% | 0.06% | 26 | -8,725 | -1.94% | Q2 2026 | Jul 27, 2026 |
| COHEN & STEERS, INC. | History | Added to | 368,497 | 14,825 | 0.02% | 0.03% | 27 | +30,000 | 8.86% | Q2 2026 | Aug 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 359,926 | 14,479 | 0.25% | 0.37% | 28 | -12 | -0.0% | Q2 2026 | Jul 23, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 356,183 | 14,329 | 0.93% | 0.63% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 3EDGE Asset Management, LP | History | Added to | 347,252 | 13,969 | 0.62% | 0.63% | 30 | +59,588 | 20.71% | Q2 2026 | Jul 27, 2026 |
| New Harbor Financial Group, LLC | History | Added to | 346,918 | 13,956 | 2.21% | 2.77% | 31 | +17,204 | 5.22% | Q2 2026 | Jul 23, 2026 |
| Cetera Investment Advisers | History | Added to | 340,595 | 13,702 | 0.01% | 0.02% | 32 | +2,168 | 0.64% | Q2 2026 | Aug 12, 2026 |
| MATAURO, LLC | History | Reduced | 330,630 | 13,301 | 1.76% | 2.32% | 33 | -5,430 | -1.62% | Q2 2026 | Jul 21, 2026 |
| Euro Pacific Asset Management, LLC | History | Reduced | 255,698 | 13,209 | 1.5% | 0.82% | 34 | -18,330 | -6.69% | Q2 2026 | Aug 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 332,657 | 13,109 | 0.01% | 0.01% | 35 | +8,741 | 2.7% | Q2 2026 | Aug 10, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 316,559 | 12,735 | 0.01% | 0.01% | 36 | -45,075 | -12.46% | Q2 2026 | Aug 13, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | Reduced | 312,644 | 12,577 | 0.04% | 0.06% | 37 | -26,866 | -7.91% | Q2 2026 | Aug 10, 2026 |
| PFG Investments, LLC | History | Reduced | 312,401 | 12,567 | 0.49% | 0.71% | 38 | -8,416 | -2.62% | Q2 2026 | Jul 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 312,254 | 12,532 | 0.04% | 0.04% | 39 | +17,524 | 5.95% | Q2 2026 | Aug 13, 2026 |
| NewEdge Wealth, LLC | History | No change | 253,922 | 10,215 | 0.1% | 0.14% | 40 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Private Advisor Group, LLC | History | Reduced | 238,559 | 9,597 | 0.04% | 0.06% | 41 | -31,339 | -11.61% | Q2 2026 | Jul 27, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 237,789 | 9,566 | 0.13% | 0.17% | 42 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Mariner, LLC | History | Reduced | 236,491 | 9,514 | 0.01% | 0.01% | 43 | -17,578 | -6.92% | Q2 2026 | Aug 13, 2026 |
| Evelyn Partners Investment Management Services Ltd | History | No change | 198,011 | 9,449 | 1.11% | 1.11% | 44 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Pacific Sage Partners, LLC | History | Added to | 224,596 | 9,035 | 1.28% | 1.47% | 45 | +28,689 | 14.64% | Q2 2026 | Aug 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 222,807 | 9,003 | 0.0% | 0.0% | 46 | +9,072 | 4.24% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 217,958 | 8,768 | 0.0% | 0.01% | 47 | -55,155 | -20.19% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 216,346 | 8,703 | 0.0% | 0.0% | 48 | -53,980 | -19.97% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 210,558 | 8,470 | 0.01% | 0.01% | 49 | +2,331 | 1.12% | Q2 2026 | Aug 12, 2026 |
| Cadence Wealth Management LLC | History | Reduced | 207,150 | 8,333 | 3.73% | 4.26% | 50 | -6,944 | -3.24% | Q2 2026 | Aug 12, 2026 |
| PYA Waltman Capital, LLC | History | Added to | 204,820 | 8,239 | 1.96% | 2.53% | 51 | +13,550 | 7.08% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 196,822 | 8,085 | 0.01% | 0.02% | 52 | -1,383 | -0.7% | Q2 2026 | Jul 15, 2026 |
| INTREPID CAPITAL MANAGEMENT INC | History | Reduced | 199,116 | 8,010 | 2.84% | 3.74% | 53 | -4,832 | -2.37% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | Reduced | 195,814 | 7,877 | 0.14% | 0.2% | 54 | -1,835 | -0.93% | Q2 2026 | Jul 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 189,917 | 7,640 | 0.01% | 0.01% | 55 | -9,414 | -4.72% | Q2 2026 | Jul 29, 2026 |
| Arkadios Wealth Advisors | History | Added to | 188,371 | 7,578 | 0.11% | 0.14% | 56 | +14,623 | 8.42% | Q2 2026 | Aug 10, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 187,775 | 7,554 | 0.02% | 0.04% | 57 | -25,919 | -12.13% | Q2 2026 | Jul 28, 2026 |
| Gem Investment Advisors, LLC | History | No change | 187,561 | 7,545 | 4.63% | 8.8% | 58 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 183,699 | 7,378 | 0.02% | 0.02% | 59 | +12,439 | 7.26% | Q2 2026 | Jul 27, 2026 |
| TrustWell Financial Advisors, LLC | History | Reduced | 180,261 | 7,251 | 6.15% | 8.21% | 60 | -2,691 | -1.47% | Q2 2026 | Jul 22, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 178,047 | 7,162 | 0.27% | 0.38% | 61 | -814 | -0.46% | Q2 2026 | Jul 22, 2026 |
| Brookstone Capital Management | History | Added to | 176,920 | 7,117 | 0.07% | 0.09% | 62 | +10,619 | 6.39% | Q2 2026 | Jul 15, 2026 |
| Janney Montgomery Scott LLC | History | New | 171,793 | 6,911 | 0.01% | — | 63 | +171,793 | New | Q2 2026 | Aug 05, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 166,832 | 6,711 | 0.59% | 0.83% | 64 | -155 | -0.09% | Q2 2026 | Jul 30, 2026 |
| HighTower Advisors, LLC | History | Added to | 161,405 | 6,493 | 0.01% | 0.01% | 65 | +35,571 | 28.27% | Q2 2026 | Aug 05, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 160,327 | 6,449 | 0.18% | 0.25% | 66 | -1,382 | -0.85% | Q2 2026 | Aug 10, 2026 |
| Chicago Capital, LLC | History | No change | 155,365 | 6,250 | 0.15% | 0.2% | 67 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 151,509 | 6,095 | 0.01% | 0.01% | 68 | +3,931 | 2.66% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 141,609 | 5,696 | 0.0% | 0.0% | 69 | +12,540 | 9.72% | Q2 2026 | Aug 03, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 138,425 | 5,568 | 0.03% | 0.04% | 70 | -2,910 | -2.06% | Q2 2026 | Aug 18, 2026 |
| &PARTNERS | History | No change | 133,884 | 5,386 | 0.02% | 0.03% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 132,379 | 5,325 | 0.05% | 0.06% | 72 | +14,931 | 12.71% | Q2 2026 | Jul 27, 2026 |
| Atria Investments, Inc | History | Added to | 130,306 | 5,242 | 0.05% | 0.06% | 73 | +11,079 | 9.29% | Q2 2026 | Jul 28, 2026 |
| Capital Wealth Alliance, LLC | History | New | 129,717 | 5,215 | 2.42% | — | 74 | +129,717 | New | Q2 2026 | Jul 31, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | Reduced | 125,652 | 5,054 | 1.25% | 1.65% | 75 | -176 | -0.14% | Q2 2026 | Aug 10, 2026 |
| Cable Car Capital, LP | History | Reduced | 125,000 | 5,028 | 0.11% | 3.3% | 76 | -75,000 | -37.5% | Q2 2026 | Aug 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 121,510 | 4,888 | 0.23% | 0.31% | 77 | -6,520 | -5.09% | Q2 2026 | Jul 23, 2026 |
| K.J. Harrison & Partners Inc | History | New | 120,351 | 4,845 | 0.69% | — | 78 | +120,351 | New | Q2 2026 | Aug 07, 2026 |
| MARATHON CAPITAL MANAGEMENT | History | Reduced | 120,075 | 4,830 | 0.98% | 1.29% | 79 | -300 | -0.25% | Q2 2026 | Jul 22, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 111,903 | 4,501 | 0.05% | 0.06% | 80 | +70 | 0.06% | Q2 2026 | Aug 03, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 110,516 | 4,446 | 0.11% | 0.15% | 81 | +100 | 0.09% | Q2 2026 | Jul 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 107,062 | 4,307 | 0.02% | 0.02% | 82 | +14,695 | 15.91% | Q2 2026 | Aug 13, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Added to | 106,115 | 4,269 | 0.4% | 0.53% | 83 | +633 | 0.6% | Q2 2026 | Jul 28, 2026 |
| AE Wealth Management LLC | History | Reduced | 105,442 | 4,241 | 0.02% | 0.03% | 84 | -12,801 | -10.83% | Q2 2026 | Aug 03, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 104,460 | 4,213 | 0.25% | 0.35% | 85 | -1,145 | -1.08% | Q2 2026 | Jul 22, 2026 |
| Delta Investment Management, LLC | History | Reduced | 101,314 | 4,075 | 0.67% | 0.91% | 86 | -5,247 | -4.92% | Q2 2026 | Aug 13, 2026 |
| CHASE INVESTMENT COUNSEL CORP | History | Reduced | 99,416 | 3,999 | 0.84% | 1.25% | 87 | -60 | -0.06% | Q2 2026 | Aug 06, 2026 |
| Ancora Advisors LLC | History | No change | 95,794 | 3,853 | 0.07% | 0.1% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | Added to | 95,196 | 3,829 | 0.07% | 0.1% | 89 | +374 | 0.39% | Q2 2026 | Aug 14, 2026 |
| Demars Financial Group, LLC | History | Added to | 95,014 | 3,822 | 1.06% | 1.28% | 90 | +13,571 | 16.66% | Q2 2026 | Jul 21, 2026 |
| Rothschild Wealth LLC | History | No change | 90,772 | 3,651 | 0.29% | 0.39% | 91 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GWN SECURITIES INC. | History | No change | 88,794 | 3,572 | 0.6% | 0.81% | 92 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Focus Partners Wealth | History | Reduced | 87,958 | 3,538 | 0.0% | 0.01% | 93 | -32,063 | -26.71% | Q2 2026 | Aug 12, 2026 |
| CHOREO, LLC | History | No change | 86,438 | 3,477 | 0.04% | 0.05% | 94 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Coastline Trust Co | History | Added to | 86,358 | 3,474 | 0.31% | 0.4% | 95 | +945 | 1.11% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 84,650 | 3,405 | 0.02% | 0.04% | 96 | -10,376 | -10.92% | Q2 2026 | Sep 08, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 79,900 | 3,214 | 0.06% | 0.09% | 97 | -14,941 | -15.75% | Q2 2026 | Jul 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 78,349 | 3,151 | 0.01% | 0.01% | 98 | -117 | -0.15% | Q2 2026 | Aug 07, 2026 |
| Peak Financial Management, Inc. | History | Reduced | 74,831 | 3,010 | 0.69% | 0.91% | 99 | -188 | -0.25% | Q2 2026 | Jul 20, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 73,169 | 2,943 | 0.0% | 0.0% | 100 | +54,545 | 292.87% | Q2 2026 | Aug 14, 2026 |
| IPG Investment Advisors LLC | History | Added to | 72,906 | 2,933 | 0.42% | 0.58% | 101 | +1,750 | 2.46% | Q2 2026 | Aug 12, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | New | 69,439 | 2,793 | 1.31% | — | 102 | +69,439 | New | Q2 2026 | Jul 21, 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | History | Reduced | 69,398 | 2,791 | 1.88% | 2.67% | 103 | -7,839 | -10.15% | Q2 2026 | Jul 10, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Added to | 69,291 | 2,787 | 1.54% | 2.0% | 104 | +3,525 | 5.36% | Q2 2026 | Jul 23, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 68,444 | 2,753 | 0.06% | 0.08% | 105 | -2,634 | -3.71% | Q2 2026 | Aug 14, 2026 |
| Asset One Wealth Management LLC | History | Added to | 68,453 | 2,740 | 0.29% | 0.36% | 106 | +1,295 | 1.93% | Q2 2026 | Aug 13, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 67,682 | 2,730 | 0.31% | 0.44% | 107 | -6,721 | -9.03% | Q2 2026 | Jul 07, 2026 |
| Kiker Wealth Management, LLC | History | Added to | 66,733 | 2,684 | 1.05% | 1.38% | 108 | +6,224 | 10.29% | Q2 2026 | Jul 30, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 66,548 | 2,677 | 0.01% | 0.01% | 109 | -1,008 | -1.49% | Q2 2026 | Aug 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 65,716 | 2,643 | 0.05% | — | 110 | +65,716 | New | Q2 2026 | Jul 21, 2026 |
| Nalls Sherbakoff Group, LLC | History | Added to | 62,215 | 2,502 | 1.78% | 2.12% | 111 | +1,839 | 3.05% | Q2 2026 | Aug 17, 2026 |
| Atlatl Advisers LLC | History | Added to | 61,915 | 2,490 | 0.59% | 2.18% | 112 | +208 | 0.34% | Q2 2026 | Jul 22, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 60,975 | 2,453 | 0.15% | 0.18% | 113 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 60,890 | 2,449 | 0.0% | 0.0% | 114 | -323,486 | -84.16% | Q2 2026 | Sep 02, 2026 |
| Argent Trust Co | History | No change | 60,584 | 2,437 | 0.07% | 0.1% | 115 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CGN Advisors LLC | History | No change | 60,269 | 2,424 | 0.18% | 0.23% | 116 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Creative Planning | History | Added to | 60,081 | 2,417 | 0.0% | 0.0% | 117 | +6,963 | 13.11% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | Added to | 59,199 | 2,381 | 0.07% | 0.1% | 118 | +114 | 0.19% | Q2 2026 | Jul 15, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 58,895 | 2,369 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| XTX Topco Ltd | History | Added to | 56,917 | 2,289 | 0.03% | 0.05% | 120 | +1,401 | 2.52% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 56,677 | 2,280 | 0.01% | 0.02% | 121 | +1,107 | 1.99% | Q2 2026 | Aug 17, 2026 |
| Sonoma Private Wealth LLC | History | Reduced | 56,438 | 2,270 | 2.44% | 3.48% | 122 | -2,867 | -4.83% | Q2 2026 | Aug 14, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 56,255 | 2,263 | 0.23% | 0.38% | 123 | +208 | 0.37% | Q2 2026 | Aug 12, 2026 |
| Financial Planning Navigators CORP | History | Reduced | 55,515 | 2,233 | 0.84% | 2.11% | 124 | -45,253 | -44.91% | Q2 2026 | Jul 28, 2026 |
| BROWN ADVISORY INC | History | Reduced | 55,420 | 2,229 | 0.0% | 0.0% | 125 | -5,232 | -8.63% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 54,682 | 2,199 | 0.02% | 0.03% | 126 | +440 | 0.81% | Q2 2026 | Aug 12, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 52,845 | 2,125 | 0.22% | 0.29% | 127 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Reduced | 52,769 | 2,122 | 0.21% | 0.52% | 128 | -39,932 | -43.08% | Q2 2026 | Jul 31, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 51,444 | 2,069 | 0.02% | 0.03% | 129 | -6,243 | -10.82% | Q2 2026 | Jul 28, 2026 |
| Titiun Yejiel | History | No change | 50,000 | 2,011 | 1.75% | 2.4% | 130 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 46,385 | 1,866 | 0.16% | 0.25% | 131 | -6,089 | -11.6% | Q2 2026 | Jul 27, 2026 |
| Belpointe Asset Management LLC | History | Added to | 46,290 | 1,862 | 0.06% | 0.07% | 132 | +5,565 | 13.66% | Q2 2026 | Jul 31, 2026 |
| Simplicity Wealth,LLC | History | Added to | 45,623 | 1,835 | 0.06% | 0.09% | 133 | +13,864 | 43.65% | Q2 2026 | Aug 06, 2026 |
| Harfst & Associates, Inc. | History | Added to | 45,568 | 1,833 | 0.28% | 0.38% | 134 | +1,495 | 3.39% | Q2 2026 | Jul 31, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 45,378 | 1,825 | 0.02% | 0.03% | 135 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sunbeam Capital Management, LLC | History | No change | 42,760 | 1,720 | 0.79% | 1.17% | 136 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BOS Asset Management, LLC | History | Added to | 42,296 | 1,701 | 0.39% | 0.49% | 137 | +2,074 | 5.16% | Q2 2026 | Jul 13, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 41,903 | 1,685 | 0.07% | 0.1% | 138 | -297 | -0.7% | Q2 2026 | Jul 22, 2026 |
| St. James Investment Company, LLC | History | Reduced | 41,556 | 1,671 | 0.27% | 0.32% | 139 | -1,335 | -3.11% | Q2 2026 | Aug 11, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 41,307 | 1,661 | 0.0% | 0.01% | 140 | -3,156 | -7.1% | Q2 2026 | Aug 14, 2026 |
| Hunter Perkins Capital Management, LLC | History | Added to | 40,752 | 1,639 | 0.37% | 0.44% | 141 | +1,000 | 2.52% | Q2 2026 | Jul 16, 2026 |
| Wilmar Advisors LLC | History | No change | 40,000 | 1,609 | 1.17% | 1.65% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 39,838 | 1,602 | 0.1% | 0.15% | 143 | -2,663 | -6.27% | Q2 2026 | Aug 07, 2026 |
| PKS Advisory Services, LLC | History | New | 39,610 | 1,593 | 0.25% | — | 144 | +39,610 | New | Q2 2026 | Aug 04, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 39,560 | 1,591 | 0.03% | 0.04% | 145 | +5,829 | 17.28% | Q2 2026 | Aug 06, 2026 |
| Retirement Planning Group, LLC | History | No change | 39,386 | 1,584 | 0.04% | 0.06% | 146 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 38,818 | 1,561 | 0.0% | 0.0% | 147 | +7,302 | 23.17% | Q2 2026 | Aug 19, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 37,776 | 1,519 | 0.09% | 0.05% | 148 | +23,140 | 158.1% | Q2 2026 | Aug 12, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 31,775 | 1,516 | 0.09% | 0.09% | 149 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| StoneX Group Inc. | History | Added to | 36,396 | 1,511 | 0.06% | 0.07% | 150 | +9,411 | 34.87% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | Reduced | 37,132 | 1,493 | 0.0% | 0.0% | 151 | -419 | -1.12% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 36,143 | 1,454 | 0.0% | 0.0% | 152 | +376 | 1.05% | Q2 2026 | Aug 07, 2026 |
| Bull Harbor Capital LLC | History | Added to | 36,104 | 1,452 | 0.28% | 0.41% | 153 | +4,146 | 12.97% | Q2 2026 | Aug 10, 2026 |
| MAI Capital Management | History | Reduced | 35,786 | 1,439 | 0.01% | 0.01% | 154 | -21 | -0.06% | Q2 2026 | Aug 14, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 35,696 | 1,436 | 0.01% | 0.02% | 155 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 34,517 | 1,388 | 0.09% | 0.13% | 156 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Reduced | 34,427 | 1,384 | 0.07% | 0.09% | 157 | -470 | -1.35% | Q2 2026 | Jul 15, 2026 |
| Blue Trust, Inc. | History | Added to | 32,727 | 1,316 | 0.01% | 0.02% | 158 | +1,181 | 3.74% | Q2 2026 | Jul 21, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 30,655 | 1,233 | 0.11% | 0.16% | 159 | -267 | -0.86% | Q2 2026 | Jul 16, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 30,524 | 1,227 | 0.08% | 0.1% | 160 | +1,555 | 5.37% | Q2 2026 | Aug 11, 2026 |
| CIBC Asset Management Inc | History | No change | 30,000 | 1,207 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SouthState Bank Corp | History | Reduced | 29,570 | 1,189 | 0.05% | 0.07% | 162 | -6 | -0.02% | Q2 2026 | Aug 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 29,499 | 1,186 | 0.04% | 0.04% | 163 | +366 | 1.26% | Q2 2026 | Jul 24, 2026 |
| Corient Private Wealth LP | History | Reduced | 29,470 | 1,185 | 0.0% | 0.0% | 164 | -24,388 | -45.28% | Q2 2026 | Aug 27, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 29,356 | 1,180 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Added to | 28,878 | 1,161 | 0.05% | 0.07% | 166 | +150 | 0.52% | Q2 2026 | Jul 21, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 28,371 | 1,141 | 0.0% | 0.0% | 167 | +255 | 0.91% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | Reduced | 27,845 | 1,120 | 0.0% | 0.01% | 168 | -22,765 | -44.98% | Q2 2026 | Aug 11, 2026 |
| Montis Financial, LLC | History | No change | 27,430 | 1,103 | 0.23% | 0.27% | 169 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 26,632 | 1,071 | 0.02% | 0.03% | 170 | -138 | -0.52% | Q2 2026 | Jul 08, 2026 |
| Alchemi Wealth, LLC | History | Added to | 26,285 | 1,057 | 0.5% | 0.67% | 171 | +994 | 3.93% | Q2 2026 | Jul 29, 2026 |
| Dakota Wealth Management | History | Added to | 25,913 | 1,042 | 0.02% | 0.02% | 172 | +3,211 | 14.14% | Q2 2026 | Aug 07, 2026 |
| Moors & Cabot, Inc. | History | Added to | 25,777 | 1,037 | 0.04% | 0.05% | 173 | +3,121 | 13.78% | Q2 2026 | Aug 10, 2026 |
| Summit Financial, LLC | History | Reduced | 25,703 | 1,034 | 0.01% | 0.02% | 174 | -282 | -1.09% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 25,548 | 1,027 | 0.0% | 0.0% | 175 | -13,818 | -35.1% | Q2 2026 | Jul 28, 2026 |
| Summit Global Investments | History | No change | 25,147 | 1,012 | 0.06% | 0.07% | 176 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WELCH & FORBES LLC | History | No change | 25,100 | 1,009 | 0.01% | 0.02% | 177 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TORONTO DOMINION BANK | History | No change | 25,000 | 1,007 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Oppenheimer & Close, LLC | History | No change | 24,255 | 975 | 0.62% | 0.73% | 179 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prospera Financial Services Inc | History | Reduced | 24,155 | 971 | 0.01% | 0.02% | 180 | -8,341 | -25.67% | Q2 2026 | Jul 15, 2026 |
| Schwallier Wealth Management LLC | History | New | 24,114 | 970 | 0.61% | — | 181 | +24,114 | New | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 23,481 | 944 | 0.04% | 0.05% | 182 | +215 | 0.92% | Q2 2026 | Aug 14, 2026 |
| WealthTrust Axiom LLC | History | No change | 22,773 | 916 | 0.2% | 0.27% | 183 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rockport Wealth LLC | History | Reduced | 22,650 | 911 | 0.15% | 0.22% | 184 | -2,819 | -11.07% | Q2 2026 | Jul 27, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 22,615 | 909 | 0.07% | 0.13% | 185 | -10,365 | -31.43% | Q2 2026 | Aug 14, 2026 |
| Continuum Advisory, LLC | History | No change | 22,300 | 897 | 0.07% | 0.1% | 186 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Regal Investment Advisors LLC | History | Added to | 22,064 | 887 | 0.05% | 0.06% | 187 | +150 | 0.68% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | Reduced | 21,990 | 884 | 0.01% | 0.01% | 188 | -1,290 | -5.54% | Q2 2026 | Jul 20, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 21,274 | 855 | 0.0% | 0.0% | 189 | -2,510 | -10.55% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | Reduced | 21,055 | 847 | 0.0% | 0.0% | 190 | -12,469 | -37.19% | Q2 2026 | Aug 13, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 20,961 | 843 | 0.0% | 0.0% | 191 | +349 | 1.69% | Q2 2026 | Aug 11, 2026 |
| Accordant Advisory Group Inc | History | Added to | 20,665 | 831 | 0.56% | 0.54% | 192 | +2,548 | 14.06% | Q2 2026 | Jul 27, 2026 |
| Nadler Financial Group, Inc. | History | Reduced | 20,260 | 815 | 0.07% | 0.1% | 193 | -2,045 | -9.17% | Q2 2026 | Jul 29, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 20,280 | 815 | 0.41% | 0.55% | 194 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BLB&B Advisors, LLC | History | No change | 20,000 | 804 | 0.03% | 0.04% | 195 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Castleview Partners, LLC | History | New | 19,658 | 790 | 0.35% | — | 196 | +19,658 | New | Q2 2026 | Jul 20, 2026 |
| Hardin Capital Partners, LLC | History | Reduced | 19,364 | 781 | 0.36% | 0.44% | 197 | -680 | -3.39% | Q2 2026 | Jul 07, 2026 |
| Vise Technologies, Inc. | History | New | 18,457 | 742 | 0.01% | — | 198 | +18,457 | New | Q2 2026 | Aug 10, 2026 |
| Root Financial Partners, LLC | History | No change | 18,318 | 736 | 0.03% | 0.04% | 199 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Inscription Capital, LLC | History | Added to | 18,175 | 731 | 0.06% | 0.06% | 200 | +5,575 | 44.25% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 18,162 | 730 | 0.01% | 0.01% | 201 | -326 | -1.76% | Q2 2026 | Aug 06, 2026 |
| World Investment Advisors | History | No change | 15,297 | 729 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Added to | 18,010 | 724 | 0.17% | 0.22% | 203 | +622 | 3.58% | Q2 2026 | Jul 15, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 17,768 | 714 | 0.12% | 0.18% | 204 | +147 | 0.83% | Q2 2026 | Jul 28, 2026 |
| COMMERCE BANK | History | Reduced | 17,553 | 706 | 0.0% | 0.01% | 205 | -4,882 | -21.76% | Q2 2026 | Aug 12, 2026 |
| 4WEALTH ADVISORS, INC. | History | Added to | 17,699 | 706 | 0.54% | 0.68% | 206 | +150 | 0.85% | Q2 2026 | Jul 17, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 17,490 | 704 | 0.03% | 0.04% | 207 | +159 | 0.92% | Q2 2026 | Aug 17, 2026 |
| Midwest Financial Group LLC | History | Added to | 17,458 | 702 | 0.25% | 0.34% | 208 | +700 | 4.18% | Q2 2026 | Jul 21, 2026 |
| McAlvany Wealth Management LLC | History | New | 16,980 | 683 | 0.51% | — | 209 | +16,980 | New | Q2 2026 | Jul 23, 2026 |
| Almanack Investment Partners, LLC. | History | Added to | 16,926 | 680 | 0.09% | 0.13% | 210 | +200 | 1.2% | Q2 2026 | Jul 30, 2026 |
| Sandy Cove Advisors, LLC | History | Reduced | 16,500 | 663 | 0.17% | 0.24% | 211 | -100 | -0.6% | Q2 2026 | Jul 07, 2026 |
| Rehmann Capital Advisory Group | History | No change | 16,400 | 659 | 0.03% | 0.04% | 212 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 16,334 | 657 | 0.01% | 0.01% | 213 | +999 | 6.51% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | Reduced | 16,003 | 643 | 0.0% | 0.0% | 214 | -749 | -4.47% | Q2 2026 | Aug 14, 2026 |
| Marks Group Wealth Management, Inc | History | Reduced | 15,971 | 642 | 0.06% | 0.09% | 215 | -4,105 | -20.45% | Q2 2026 | Jul 27, 2026 |
| Kellett Wealth Advisors, LLC | History | Added to | 15,632 | 628 | 0.29% | 0.4% | 217 | +160 | 1.03% | Q2 2026 | Jul 23, 2026 |
| CWM, LLC | History | No change | 13,178 | 628 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | Added to | 15,605 | 627 | 0.0% | 0.0% | 218 | +13,205 | 550.21% | Q2 2026 | Aug 10, 2026 |
| Forum Financial Management, LP | History | No change | 15,300 | 615 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Independent Family Office, LLC | History | No change | 15,140 | 609 | 0.24% | 0.3% | 220 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CapitalatWork S.A. | History | No change | 15,045 | 605 | 0.02% | 0.02% | 221 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Strait & Sound Wealth Management LLC | History | Added to | 15,022 | 604 | 0.21% | 0.23% | 222 | +2,200 | 17.16% | Q2 2026 | Aug 17, 2026 |
| Total Wealth Planning & Management, Inc. | History | Reduced | 15,013 | 603 | 0.41% | 0.53% | 226 | -100 | -0.66% | Q2 2026 | Jul 28, 2026 |
| Summit Trail Advisors, LLC | History | No change | 15,000 | 603 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| waypoint wealth counsel | History | No change | 15,000 | 603 | 0.38% | 0.37% | 224 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Stenham Asset Management Ltd | History | No change | 15,000 | 603 | 0.43% | 0.35% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 14,743 | 593 | 0.02% | 0.02% | 227 | +8,920 | 153.19% | Q2 2026 | Aug 14, 2026 |
| Oxbow Advisors, LLC | History | No change | 14,306 | 575 | 0.05% | 0.06% | 228 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cannon Financial Strategists, Inc. | History | No change | 14,282 | 574 | 0.07% | 0.09% | 229 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DAVENPORT & Co LLC | History | Added to | 14,210 | 571 | 0.0% | 0.0% | 230 | +6,695 | 89.09% | Q2 2026 | Jul 13, 2026 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | History | No change | 14,125 | 568 | 0.04% | 0.05% | 231 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Daytona Street Capital LLC | History | No change | 13,666 | 558 | 0.41% | 0.51% | 232 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 13,667 | 549 | 0.2% | 0.27% | 233 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 13,557 | 545 | 0.2% | 0.26% | 234 | -200 | -1.45% | Q2 2026 | Aug 04, 2026 |
| FOUNDERS CAPITAL MANAGEMENT, LLC | History | New | 13,350 | 537 | 0.08% | — | 235 | +13,350 | New | Q2 2026 | Jul 20, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 13,347 | 536 | 0.0% | 0.01% | 236 | +1,792 | 15.51% | Q2 2026 | Aug 06, 2026 |
| MBL Wealth, LLC | History | Added to | 13,235 | 532 | 0.04% | 0.05% | 237 | +90 | 0.68% | Q2 2026 | Jul 15, 2026 |
| North Forty Two & Co. | History | No change | 13,100 | 527 | 0.45% | 0.58% | 238 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ketron Financial | History | No change | 13,007 | 523 | 0.16% | 0.22% | 239 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Latitude Advisors, LLC | History | No change | 12,876 | 518 | 0.21% | 0.28% | 240 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Veracity Capital LLC | History | Added to | 12,692 | 510 | 0.14% | 0.2% | 241 | +894 | 7.58% | Q2 2026 | Jul 10, 2026 |
| Old Port Advisors | History | Reduced | 12,461 | 501 | 0.1% | 0.14% | 242 | -300 | -2.35% | Q2 2026 | Jul 21, 2026 |
| Verity Asset Management, Inc. | History | Added to | 12,395 | 498 | 0.19% | 0.19% | 243 | +2,801 | 29.2% | Q2 2026 | Aug 13, 2026 |
| Mraz, Amerine & Associates, Inc. | History | No change | 12,291 | 494 | 0.07% | 0.09% | 244 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Tidal Investments LLC | History | New | 12,169 | 489 | 0.0% | — | 245 | +12,169 | New | Q2 2026 | Aug 13, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 12,056 | 485 | 0.03% | 0.04% | 246 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Graney & King, LLC | History | No change | 12,073 | 485 | 0.17% | 0.31% | 247 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 12,000 | 482 | 0.02% | 0.02% | 248 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 11,897 | 479 | 0.0% | — | 249 | +11,897 | New | Q2 2026 | Jul 20, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 11,550 | 464 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CLG LLC | History | No change | 11,495 | 462 | 0.1% | 0.14% | 251 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 11,450 | 460 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 11,418 | 459 | 0.04% | 0.05% | 253 | +575 | 5.3% | Q2 2026 | Jul 16, 2026 |
| YHB Investment Advisors, Inc. | History | No change | 11,105 | 446 | 0.03% | 0.04% | 254 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 10,905 | 438 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Financial Sense Advisors, Inc. | History | No change | 10,851 | 436 | 0.09% | 0.1% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | No change | 10,701 | 430 | 0.06% | 0.08% | 257 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 9,029 | 430 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Richard C. Young & CO., LTD. | History | No change | 10,635 | 427 | 0.03% | 0.04% | 259 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Carmel Capital Partners, LLC | History | No change | 10,606 | 426 | 0.14% | 0.18% | 260 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 10,529 | 423 | 0.0% | 0.01% | 261 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Maloon Powers Pitre Higgins & Dennehy, LLC | History | New | 10,449 | 420 | 0.14% | — | 262 | +10,449 | New | Q2 2026 | Aug 13, 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | History | No change | 10,370 | 417 | 0.04% | 0.05% | 263 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthBridge Capital Management, LLC | History | No change | 10,358 | 416 | 0.08% | 0.11% | 264 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Reduced | 10,321 | 415 | 0.02% | 0.03% | 265 | -400 | -3.73% | Q2 2026 | Jul 29, 2026 |
| Bank of New York Mellon Corp | History | Added to | 10,336 | 415 | 0.0% | 0.0% | 266 | +258 | 2.56% | Q2 2026 | Aug 06, 2026 |
| Indie Asset Partners, LLC | History | No change | 10,068 | 405 | 0.39% | 0.55% | 267 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Midwest Trust Co | History | No change | 10,085 | 405 | 0.0% | 0.01% | 268 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Perennial Investment Advisors, LLC | History | New | 10,000 | 402 | 0.03% | — | 270 | +10,000 | New | Q2 2026 | Aug 14, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 10,000 | 402 | 0.02% | 0.02% | 269 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | No change | 8,645 | 395 | 0.06% | 0.06% | 271 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Reduced | 9,743 | 391 | 0.08% | 0.25% | 272 | -12,880 | -56.93% | Q2 2026 | Jul 22, 2026 |
| Fairway Wealth LLC | History | No change | 9,600 | 386 | 0.09% | 0.12% | 273 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| M&T BANK CORP | History | Reduced | 9,570 | 385 | 0.0% | 0.0% | 274 | -316 | -3.2% | Q2 2026 | Aug 04, 2026 |
| MANCHESTER FINANCIAL INC | History | Added to | 9,486 | 381 | 0.07% | 0.08% | 275 | +323 | 3.53% | Q2 2026 | Jul 17, 2026 |
| Philip James Wealth Mangement, LLC | History | No change | 9,275 | 373 | 0.04% | 0.05% | 276 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 9,261 | 372 | 0.0% | 0.0% | 278 | +154 | 1.69% | Q2 2026 | Aug 11, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 9,262 | 372 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Crown Wealth Group, LLC | History | Reduced | 9,183 | 369 | 0.09% | 0.13% | 279 | -295 | -3.11% | Q2 2026 | Jul 21, 2026 |
| Covenant Asset Management, LLC | History | No change | 9,164 | 368 | 0.06% | 0.07% | 280 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| RFG Advisory, LLC | History | No change | 9,100 | 366 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CAMDEN NATIONAL BANK | History | Reduced | 9,042 | 363 | 0.05% | 0.06% | 282 | -125 | -1.36% | Q2 2026 | Jul 31, 2026 |
| Clarity Financial LLC | History | New | 9,000 | 362 | 0.03% | — | 283 | +9,000 | New | Q2 2026 | Jul 20, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 8,950 | 360 | 0.02% | 0.02% | 284 | +800 | 9.82% | Q2 2026 | Jul 23, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 8,818 | 354 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RCW Management, LLC | History | Reduced | 8,733 | 351 | 0.31% | 0.43% | 286 | -104 | -1.18% | Q2 2026 | Jul 21, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | Added to | 8,703 | 350 | 0.01% | 0.01% | 287 | +4,191 | 92.89% | Q2 2026 | Aug 17, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | No change | 8,750 | 349 | 0.34% | 0.35% | 288 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 8,697 | 349 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 8,569 | 344 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 8,539 | 343 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Simmons Bank | History | No change | 8,516 | 342 | 0.02% | 0.03% | 292 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 8,486 | 341 | 0.0% | 0.0% | 293 | -1,805 | -17.54% | Q2 2026 | Aug 13, 2026 |
| Fermata Advisors, LLC | History | Reduced | 8,490 | 341 | 0.07% | 0.09% | 294 | -160 | -1.85% | Q2 2026 | Jul 07, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 7,125 | 340 | 0.13% | 0.13% | 295 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 8,474 | 340 | 0.02% | 0.03% | 296 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Northern Capital Management, Inc. | History | No change | 8,380 | 337 | 0.14% | 0.2% | 297 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 8,345 | 335 | 0.01% | 0.01% | 298 | +980 | 13.31% | Q2 2026 | Jul 15, 2026 |
| XML Financial, LLC | History | New | 8,300 | 333 | 0.02% | — | 299 | +8,300 | New | Q2 2026 | Jul 24, 2026 |
| Paradigm Capital Management, LLC/NV | History | No change | 8,145 | 328 | 0.28% | 0.36% | 300 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |