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 | 4,864,374 | 232,127 | 4.57% | 6.63% | 1 | -2,527,077 | -34.19% | Q1 2026 | Apr 17, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 4,192,955 | 200,087 | 3.13% | 3.86% | 2 | -658,391 | -13.57% | Q1 2026 | May 04, 2026 |
| MORGAN STANLEY | History | Reduced | 4,054,540 | 193,482 | 0.01% | 0.02% | 3 | -1,572,498 | -27.95% | Q1 2026 | May 15, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | Reduced | 3,548,060 | 168,816 | 0.9% | 1.32% | 4 | -56,189 | -1.56% | Q1 2026 | May 12, 2026 |
| IMC-Chicago, LLC | History | New | 3,464,915 | 165,345 | 0.06% | — | 5 | +3,464,915 | New | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 3,315,950 | 158,238 | 0.03% | 0.03% | 6 | -416,156 | -11.15% | Q1 2026 | May 15, 2026 |
| Weiss Asset Management LP | History | New | 1,739,500 | 83,008 | 1.4% | — | 7 | +1,739,500 | New | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,181,850 | 56,397 | 0.01% | 0.01% | 8 | +399,061 | 50.98% | Q1 2026 | May 11, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 1,088,961 | 51,965 | 0.08% | 0.09% | 9 | -190,419 | -14.88% | Q1 2026 | May 14, 2026 |
| MANAGED ASSET PORTFOLIOS, LLC | History | Reduced | 961,480 | 45,881 | 5.5% | 6.15% | 10 | -150,636 | -13.54% | Q1 2026 | May 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 939,055 | 44,811 | 0.01% | 0.02% | 11 | -137,377 | -12.76% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Reduced | 909,025 | 43,378 | 0.01% | 0.01% | 12 | -25,320 | -2.71% | Q1 2026 | May 06, 2026 |
| Evelyn Partners Investment Management LLP | History | Reduced | 797,590 | 38,060 | 1.03% | 1.03% | 13 | -13,941 | -1.72% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 697,426 | 33,281 | 0.0% | 0.0% | 14 | +689,852 | 9108.16% | Q1 2026 | May 12, 2026 |
| SPROTT INC. | History | Reduced | 648,693 | 30,955 | 0.9% | 1.08% | 15 | -51,223 | -7.32% | Q1 2026 | May 08, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 630,204 | 30,073 | 0.0% | 0.0% | 16 | -47,106 | -6.95% | Q1 2026 | May 15, 2026 |
| Cheviot Value Management, LLC | History | Reduced | 573,842 | 27,383 | 2.75% | 3.64% | 17 | -52,498 | -8.38% | Q1 2026 | May 12, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 564,984 | 26,961 | 1.85% | 1.77% | 18 | -21,819 | -3.72% | Q1 2026 | May 05, 2026 |
| Marshall Financial Group, LLC | History | New | 544,328 | 25,975 | 4.16% | — | 19 | +544,328 | New | Q1 2026 | Apr 10, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 503,392 | 24,021 | 0.04% | 0.05% | 20 | -122,531 | -19.58% | Q1 2026 | May 14, 2026 |
| Cannell & Spears LLC | History | No change | 483,025 | 23,049 | 0.45% | 0.41% | 21 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 509,333 | 23,021 | 0.0% | 0.0% | 22 | -12,156 | -2.33% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 450,465 | 21,496 | 0.06% | 0.06% | 23 | -16,488 | -3.53% | Q1 2026 | Apr 30, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 384,376 | 18,342 | 0.0% | 0.0% | 24 | +343,974 | 851.38% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 361,634 | 17,257 | 0.01% | 0.01% | 25 | -20,139 | -5.28% | Q1 2026 | May 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 359,938 | 17,176 | 0.37% | 0.45% | 26 | -80,231 | -18.23% | Q1 2026 | May 14, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 356,183 | 16,997 | 0.63% | 0.56% | 27 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 347,316 | 16,571 | 0.0% | 0.01% | 28 | -282,541 | -44.86% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 345,373 | 16,481 | 0.02% | 0.03% | 29 | -111,593 | -24.42% | Q1 2026 | May 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 339,510 | 16,201 | 0.06% | — | 30 | +339,510 | New | Q1 2026 | May 12, 2026 |
| COHEN & STEERS, INC. | History | Reduced | 338,497 | 16,153 | 0.03% | 0.05% | 31 | -260,000 | -43.44% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 338,427 | 16,149 | 0.02% | 0.02% | 32 | -33,184 | -8.93% | Q1 2026 | May 13, 2026 |
| MATAURO, LLC | History | Reduced | 336,060 | 16,036 | 2.32% | 2.75% | 33 | -63,006 | -15.79% | Q1 2026 | Apr 22, 2026 |
| New Harbor Financial Group, LLC | History | Reduced | 329,714 | 15,733 | 2.77% | 2.9% | 34 | -15,997 | -4.63% | Q1 2026 | May 05, 2026 |
| PFG Investments, LLC | History | Reduced | 320,817 | 15,309 | 0.71% | 0.71% | 35 | -9,448 | -2.86% | Q1 2026 | Apr 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 273,113 | 13,032 | 0.01% | 0.01% | 36 | +14,073 | 5.43% | Q1 2026 | May 07, 2026 |
| 3EDGE Asset Management, LP | History | Reduced | 287,664 | 13,002 | 0.63% | 1.36% | 37 | -268,623 | -48.29% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 323,916 | 12,902 | 0.01% | 0.02% | 38 | -85,974 | -20.97% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 270,326 | 12,899 | 0.0% | 0.0% | 39 | +98,547 | 57.37% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 269,898 | 12,879 | 0.06% | 0.06% | 40 | -2,250 | -0.83% | Q1 2026 | Apr 24, 2026 |
| Mariner, LLC | History | Added to | 254,069 | 12,124 | 0.01% | 0.01% | 41 | +127,755 | 101.14% | Q1 2026 | May 13, 2026 |
| NewEdge Wealth, LLC | History | No change | 253,922 | 12,117 | 0.14% | 0.13% | 42 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 294,730 | 11,848 | 0.04% | 0.05% | 43 | +17,969 | 6.49% | Q1 2026 | May 13, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 237,789 | 11,347 | 0.17% | 0.16% | 44 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Cadence Wealth Management LLC | History | Reduced | 214,094 | 10,216 | 4.26% | 5.18% | 45 | -20,419 | -8.71% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 213,694 | 10,197 | 0.04% | 0.04% | 46 | +3,351 | 1.59% | Q1 2026 | Apr 30, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 208,227 | 9,936 | 0.01% | 0.01% | 47 | +10,184 | 5.14% | Q1 2026 | May 12, 2026 |
| INTREPID CAPITAL MANAGEMENT INC | History | Reduced | 203,948 | 9,732 | 3.74% | 3.9% | 48 | -16,120 | -7.33% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 213,735 | 9,680 | 0.0% | 0.01% | 49 | +9,308 | 4.55% | Q1 2026 | May 15, 2026 |
| Cable Car Capital, LP | History | New | 200,000 | 9,544 | 3.3% | — | 50 | +200,000 | New | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 199,331 | 9,512 | 0.01% | 0.02% | 51 | -115,472 | -36.68% | Q1 2026 | Apr 27, 2026 |
| Evelyn Partners Investment Management Services Ltd | History | Added to | 198,011 | 9,449 | 1.11% | 1.11% | 52 | +4,524 | 2.34% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 197,649 | 9,431 | 0.2% | 0.24% | 53 | -37,031 | -15.78% | Q1 2026 | Apr 13, 2026 |
| Pacific Sage Partners, LLC | History | Reduced | 195,907 | 9,348 | 1.47% | 1.74% | 54 | -43,680 | -18.23% | Q1 2026 | Apr 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 198,205 | 9,325 | 0.02% | 0.02% | 55 | -64,587 | -24.58% | Q1 2026 | Apr 08, 2026 |
| PYA Waltman Capital, LLC | History | Reduced | 191,270 | 9,127 | 2.53% | 4.42% | 56 | -168,064 | -46.77% | Q1 2026 | May 13, 2026 |
| Gem Investment Advisors, LLC | History | Reduced | 187,561 | 8,950 | 8.8% | 10.21% | 57 | -47,530 | -20.22% | Q1 2026 | May 14, 2026 |
| TrustWell Financial Advisors, LLC | History | Reduced | 182,952 | 8,730 | 8.21% | 10.11% | 58 | -45,496 | -19.92% | Q1 2026 | May 07, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 178,861 | 8,535 | 0.38% | 0.39% | 59 | -2,402 | -1.33% | Q1 2026 | Apr 28, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 173,748 | 8,291 | 0.14% | 0.21% | 60 | -67,183 | -27.88% | Q1 2026 | May 18, 2026 |
| Euro Pacific Asset Management, LLC | History | Reduced | 274,028 | 8,248 | 0.82% | 0.95% | 61 | -11,298 | -3.96% | Q1 2026 | May 06, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 171,260 | 8,194 | 0.02% | 0.05% | 62 | +2,251 | 1.33% | Q1 2026 | May 12, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 166,987 | 7,968 | 0.83% | 1.9% | 63 | -280,782 | -62.71% | Q1 2026 | May 06, 2026 |
| Brookstone Capital Management | History | Reduced | 166,301 | 7,935 | 0.09% | 0.12% | 64 | -62,979 | -27.47% | Q1 2026 | Apr 16, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 161,709 | 7,716 | 0.25% | 0.24% | 65 | -485 | -0.3% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 160,550 | 7,661 | 0.0% | — | 66 | +160,550 | New | Q1 2026 | May 15, 2026 |
| Chicago Capital, LLC | History | No change | 155,365 | 7,414 | 0.2% | 0.18% | 67 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 147,578 | 7,042 | 0.01% | 0.01% | 68 | -13,435 | -8.34% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 141,335 | 6,744 | 0.04% | 0.04% | 69 | +19,423 | 15.93% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Reduced | 133,884 | 6,388 | 0.03% | 0.03% | 70 | -5 | -0.0% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 129,069 | 6,159 | 0.0% | 0.0% | 71 | -1,033 | -0.79% | Q1 2026 | May 04, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 128,030 | 6,109 | 0.31% | 0.31% | 72 | -1,000 | -0.78% | Q1 2026 | Apr 15, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | Reduced | 125,828 | 6,004 | 1.65% | 1.62% | 73 | -7,112 | -5.35% | Q1 2026 | May 04, 2026 |
| HighTower Advisors, LLC | History | Reduced | 125,834 | 6,004 | 0.01% | 0.01% | 74 | -384 | -0.3% | Q1 2026 | May 05, 2026 |
| Logan Stone Capital, LLC | History | New | 125,705 | 5,998 | 1.67% | — | 75 | +125,705 | New | Q1 2026 | May 15, 2026 |
| MARATHON CAPITAL MANAGEMENT | History | Reduced | 120,375 | 5,744 | 1.29% | 1.23% | 76 | -4,725 | -3.78% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Added to | 120,021 | 5,734 | 0.01% | 0.01% | 77 | +6,293 | 5.53% | Q1 2026 | May 14, 2026 |
| Atria Investments, Inc | History | New | 119,227 | 5,689 | 0.06% | — | 78 | +119,227 | New | Q1 2026 | May 05, 2026 |
| AE Wealth Management LLC | History | Added to | 118,243 | 5,642 | 0.03% | 0.03% | 79 | +8,513 | 7.76% | Q1 2026 | May 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 117,448 | 5,604 | 0.06% | 0.11% | 80 | -87,385 | -42.66% | Q1 2026 | Apr 20, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 111,833 | 5,336 | 0.06% | 0.08% | 81 | -14,498 | -11.48% | Q1 2026 | Apr 23, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 110,416 | 5,269 | 0.15% | 0.12% | 82 | +10,250 | 10.23% | Q1 2026 | Apr 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 105,605 | 5,104 | 0.35% | 0.2% | 83 | +42,384 | 67.04% | Q1 2026 | May 01, 2026 |
| Delta Investment Management, LLC | History | Reduced | 106,561 | 5,085 | 0.91% | 0.86% | 84 | -1,239 | -1.15% | Q1 2026 | May 12, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Reduced | 105,482 | 5,033 | 0.53% | 0.53% | 85 | -5,618 | -5.06% | Q1 2026 | May 07, 2026 |
| Financial Planning Navigators CORP | History | Reduced | 100,768 | 4,808 | 2.11% | 2.26% | 86 | -6,819 | -6.34% | Q1 2026 | Apr 21, 2026 |
| CHASE INVESTMENT COUNSEL CORP | History | No change | 99,476 | 4,746 | 1.25% | 1.27% | 87 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ancora Advisors LLC | History | Reduced | 95,794 | 4,571 | 0.1% | 0.1% | 88 | -7,900 | -7.62% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 95,026 | 4,534 | 0.04% | 0.01% | 89 | +84,946 | 842.72% | Q1 2026 | May 15, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 95,000 | 4,533 | 0.06% | — | 90 | +95,000 | New | Q1 2026 | May 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 94,841 | 4,525 | 0.09% | 0.04% | 91 | +53,089 | 127.15% | Q1 2026 | Apr 14, 2026 |
| Mutual Advisors, LLC | History | Reduced | 94,822 | 4,524 | 0.1% | 0.16% | 92 | -65,079 | -40.7% | Q1 2026 | May 01, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Added to | 92,701 | 4,423 | 0.52% | 0.03% | 93 | +88,170 | 1945.93% | Q1 2026 | Apr 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 92,367 | 4,407 | 0.02% | 0.02% | 94 | +1,477 | 1.63% | Q1 2026 | May 08, 2026 |
| Rothschild Wealth LLC | History | Reduced | 90,772 | 4,331 | 0.39% | 0.41% | 95 | -1,828 | -1.97% | Q1 2026 | May 06, 2026 |
| GWN SECURITIES INC. | History | No change | 88,794 | 4,237 | 0.81% | 0.82% | 96 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CHOREO, LLC | History | No change | 86,438 | 4,124 | 0.05% | 0.05% | 97 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Coastline Trust Co | History | Added to | 85,413 | 4,075 | 0.4% | 0.08% | 98 | +67,765 | 383.98% | Q1 2026 | Apr 03, 2026 |
| Demars Financial Group, LLC | History | Added to | 81,443 | 3,886 | 1.28% | 1.21% | 99 | +2,778 | 3.53% | Q1 2026 | Apr 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 78,466 | 3,744 | 0.01% | 0.01% | 100 | -44,211 | -36.04% | Q1 2026 | May 04, 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | History | Added to | 77,237 | 3,685 | 2.67% | 1.17% | 101 | +42,758 | 124.01% | Q1 2026 | Apr 09, 2026 |
| Peak Financial Management, Inc. | History | Reduced | 75,019 | 3,579 | 0.91% | 0.91% | 102 | -1,690 | -2.2% | Q1 2026 | Apr 28, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Added to | 74,403 | 3,550 | 0.44% | 0.38% | 103 | +6,584 | 9.71% | Q1 2026 | Apr 08, 2026 |
| IPG Investment Advisors LLC | History | Reduced | 71,156 | 3,395 | 0.58% | 0.58% | 104 | -959 | -1.33% | Q1 2026 | May 12, 2026 |
| IHT Wealth Management, LLC | History | Added to | 71,078 | 3,391 | 0.08% | 0.03% | 105 | +43,390 | 156.71% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | New | 69,012 | 3,293 | 0.04% | — | 106 | +69,012 | New | Q1 2026 | May 12, 2026 |
| Asset One Wealth Management LLC | History | No change | 67,158 | 3,239 | 0.36% | 0.44% | 107 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| IEQ CAPITAL, LLC | History | No change | 67,556 | 3,223 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 65,766 | 3,138 | 2.0% | 2.66% | 109 | -19,559 | -22.92% | Q1 2026 | Apr 23, 2026 |
| Atlatl Advisers LLC | History | Reduced | 61,707 | 2,944 | 2.18% | 1.09% | 110 | -567 | -0.91% | Q1 2026 | May 07, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 60,975 | 2,909 | 0.18% | 0.04% | 111 | -339,575 | -84.78% | Q1 2026 | May 12, 2026 |
| BROWN ADVISORY INC | History | Reduced | 60,652 | 2,894 | 0.0% | 0.0% | 112 | -6,995 | -10.34% | Q1 2026 | May 15, 2026 |
| Argent Trust Co | History | Added to | 60,584 | 2,891 | 0.1% | 0.07% | 113 | +13,580 | 28.89% | Q1 2026 | May 13, 2026 |
| Kiker Wealth Management, LLC | History | New | 60,509 | 2,887 | 1.38% | — | 114 | +60,509 | New | Q1 2026 | May 06, 2026 |
| CGN Advisors LLC | History | Reduced | 60,269 | 2,876 | 0.23% | 0.22% | 115 | -292 | -0.48% | Q1 2026 | Apr 13, 2026 |
| Sonoma Private Wealth LLC | History | Reduced | 59,305 | 2,830 | 3.48% | 3.34% | 116 | -1,142 | -1.89% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Reduced | 59,085 | 2,819 | 0.1% | 0.09% | 117 | -2,842 | -4.59% | Q1 2026 | Apr 22, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 58,895 | 2,810 | 0.02% | — | 118 | +58,895 | New | Q1 2026 | May 01, 2026 |
| SEEDS INVESTOR LLC | History | New | 56,047 | 2,798 | 0.38% | — | 119 | +56,047 | New | Q1 2026 | May 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 57,687 | 2,752 | 0.03% | 0.03% | 120 | -1,092 | -1.86% | Q1 2026 | Apr 20, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 56,893 | 2,714 | 0.03% | — | 121 | +56,893 | New | Q1 2026 | May 04, 2026 |
| XTX Topco Ltd | History | Added to | 55,516 | 2,649 | 0.05% | 0.03% | 122 | +29,962 | 117.25% | Q1 2026 | May 15, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | New | 54,898 | 2,619 | 0.12% | — | 123 | +54,898 | New | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 54,242 | 2,588 | 0.03% | 0.02% | 124 | +25,380 | 87.94% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 53,858 | 2,570 | 0.0% | 0.0% | 125 | -7,666 | -12.46% | Q1 2026 | May 15, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 55,961 | 2,563 | 1.85% | 1.85% | 126 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 55,570 | 2,546 | 0.02% | 0.02% | 127 | -10,801 | -16.27% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 53,118 | 2,534 | 0.0% | 0.0% | 128 | +5,098 | 10.62% | Q1 2026 | May 12, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Reduced | 52,845 | 2,521 | 0.29% | 0.28% | 129 | -1,000 | -1.86% | Q1 2026 | May 14, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 52,474 | 2,504 | 0.25% | 0.26% | 130 | -4,281 | -7.54% | Q1 2026 | Apr 27, 2026 |
| Allworth Financial LP | History | Reduced | 50,610 | 2,415 | 0.01% | 0.01% | 131 | -4,167 | -7.61% | Q1 2026 | May 14, 2026 |
| Titiun Yejiel | History | No change | 50,000 | 2,386 | 2.4% | 2.75% | 132 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 49,234 | 2,254 | 0.17% | 0.17% | 133 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 45,378 | 2,165 | 0.03% | 0.03% | 134 | -5 | -0.01% | Q1 2026 | May 05, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 44,463 | 2,121 | 0.01% | 0.01% | 135 | -16,956 | -27.61% | Q1 2026 | May 15, 2026 |
| Harfst & Associates, Inc. | History | New | 44,073 | 2,103 | 0.38% | — | 136 | +44,073 | New | Q1 2026 | May 12, 2026 |
| St. James Investment Company, LLC | History | Reduced | 42,891 | 2,046 | 0.32% | 0.55% | 137 | -32,545 | -43.14% | Q1 2026 | May 14, 2026 |
| Sunbeam Capital Management, LLC | History | Reduced | 42,760 | 2,040 | 1.17% | 1.28% | 138 | -4,392 | -9.31% | Q1 2026 | Apr 16, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 44,378 | 2,032 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 42,200 | 2,013 | 0.1% | 0.11% | 140 | -3,085 | -6.81% | Q1 2026 | Apr 23, 2026 |
| Belpointe Asset Management LLC | History | Added to | 40,725 | 1,943 | 0.07% | 0.06% | 141 | +1,615 | 4.13% | Q1 2026 | Apr 28, 2026 |
| BOS Asset Management, LLC | History | Reduced | 40,222 | 1,919 | 0.49% | 0.54% | 142 | -4,097 | -9.24% | Q1 2026 | Apr 08, 2026 |
| Wilmar Advisors LLC | History | Reduced | 40,000 | 1,908 | 1.65% | 1.79% | 143 | -10,000 | -20.0% | Q1 2026 | May 14, 2026 |
| Hunter Perkins Capital Management, LLC | History | Reduced | 39,752 | 1,897 | 0.44% | 0.57% | 144 | -13,738 | -25.68% | Q1 2026 | May 12, 2026 |
| Retirement Planning Group, LLC | History | New | 39,386 | 1,879 | 0.06% | — | 145 | +39,386 | New | Q1 2026 | May 04, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 39,366 | 1,878 | 0.0% | 0.0% | 146 | -278 | -0.7% | Q1 2026 | Apr 27, 2026 |
| US BANCORP \DE\ | History | Reduced | 37,551 | 1,791 | 0.0% | 0.0% | 147 | -4,581 | -10.87% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | Reduced | 35,807 | 1,708 | 0.01% | 0.01% | 148 | -1,513 | -4.05% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 35,767 | 1,706 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 35,696 | 1,703 | 0.02% | 0.01% | 150 | +22,196 | 164.41% | Q1 2026 | May 12, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Reduced | 34,897 | 1,665 | 0.09% | 0.11% | 151 | -249 | -0.71% | Q1 2026 | May 11, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 34,517 | 1,647 | 0.13% | 0.12% | 152 | +137 | 0.4% | Q1 2026 | May 13, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 33,731 | 1,609 | 0.04% | 0.05% | 153 | -11,420 | -25.29% | Q1 2026 | May 04, 2026 |
| CIBC Bancorp USA Inc. | History | New | 33,524 | 1,599 | 0.0% | — | 154 | +33,524 | New | Q1 2026 | May 12, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 32,980 | 1,573 | 0.13% | 0.12% | 155 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Reduced | 32,496 | 1,550 | 0.02% | 0.02% | 156 | -733 | -2.21% | Q1 2026 | Apr 14, 2026 |
| Bull Harbor Capital LLC | History | New | 31,958 | 1,525 | 0.41% | — | 157 | +31,958 | New | Q1 2026 | May 18, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 31,775 | 1,516 | 0.09% | 0.09% | 158 | -358 | -1.11% | Q1 2026 | May 13, 2026 |
| Simplicity Wealth,LLC | History | Added to | 31,759 | 1,515 | 0.09% | 0.08% | 159 | +4,196 | 15.22% | Q1 2026 | Apr 30, 2026 |
| Blue Trust, Inc. | History | Added to | 31,546 | 1,505 | 0.02% | 0.01% | 160 | +4,114 | 15.0% | Q1 2026 | Apr 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 31,516 | 1,503 | 0.0% | 0.0% | 161 | -22,149 | -41.27% | Q1 2026 | May 15, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 30,922 | 1,475 | 0.16% | 0.18% | 162 | -5,251 | -14.52% | Q1 2026 | May 04, 2026 |
| CIBC Asset Management Inc | History | No change | 30,000 | 1,426 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Added to | 29,767 | 1,420 | 0.88% | 0.79% | 164 | +490 | 1.67% | Q1 2026 | May 13, 2026 |
| SouthState Bank Corp | History | No change | 29,576 | 1,411 | 0.07% | 0.06% | 165 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 29,356 | 1,400 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 29,133 | 1,390 | 0.04% | 0.04% | 167 | +3,859 | 15.27% | Q1 2026 | May 15, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 28,969 | 1,382 | 0.1% | 0.09% | 168 | +891 | 3.17% | Q1 2026 | May 15, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Added to | 28,728 | 1,370 | 0.07% | 0.07% | 169 | +200 | 0.7% | Q1 2026 | Apr 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 28,116 | 1,341 | 0.0% | 0.0% | 170 | -55,960 | -66.56% | Q1 2026 | May 13, 2026 |
| Montis Financial, LLC | History | Reduced | 27,430 | 1,308 | 0.27% | 0.25% | 171 | -650 | -2.31% | Q1 2026 | May 11, 2026 |
| StoneX Group Inc. | History | Added to | 26,985 | 1,287 | 0.07% | 0.05% | 172 | +973 | 3.74% | Q1 2026 | May 14, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 26,770 | 1,277 | 0.03% | 0.03% | 173 | -713 | -2.59% | Q1 2026 | May 08, 2026 |
| Summit Financial, LLC | History | No change | 25,985 | 1,240 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Rockport Wealth LLC | History | Reduced | 25,469 | 1,215 | 0.22% | 0.27% | 175 | -4,333 | -14.54% | Q1 2026 | May 05, 2026 |
| Alchemi Wealth, LLC | History | Reduced | 25,291 | 1,206 | 0.67% | 0.71% | 176 | -3,214 | -11.28% | Q1 2026 | May 07, 2026 |
| Summit Global Investments | History | Reduced | 25,147 | 1,200 | 0.07% | 0.07% | 177 | -647 | -2.51% | Q1 2026 | May 07, 2026 |
| WELCH & FORBES LLC | History | No change | 25,100 | 1,197 | 0.02% | 0.01% | 178 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TORONTO DOMINION BANK | History | No change | 25,000 | 1,191 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Oppenheimer & Close, LLC | History | Reduced | 24,255 | 1,157 | 0.73% | 0.79% | 180 | -905 | -3.6% | Q1 2026 | May 12, 2026 |
| Cresset Asset Management, LLC | History | Added to | 23,784 | 1,134 | 0.0% | 0.0% | 181 | +1,974 | 9.05% | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 23,266 | 1,110 | 0.05% | 0.02% | 183 | +14,094 | 153.66% | Q1 2026 | May 12, 2026 |
| Merit Financial Group, LLC | History | Reduced | 23,280 | 1,110 | 0.01% | 0.01% | 182 | -3,427 | -12.83% | Q1 2026 | Apr 15, 2026 |
| WealthTrust Axiom LLC | History | No change | 22,773 | 1,086 | 0.27% | 0.27% | 184 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Dakota Wealth Management | History | Reduced | 22,702 | 1,083 | 0.02% | 0.02% | 185 | -7,553 | -24.96% | Q1 2026 | May 07, 2026 |
| Moors & Cabot, Inc. | History | Added to | 22,656 | 1,081 | 0.05% | 0.03% | 186 | +5,753 | 34.04% | Q1 2026 | May 08, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 22,623 | 1,079 | 0.25% | 0.16% | 187 | +7,266 | 47.31% | Q1 2026 | Apr 15, 2026 |
| COMMERCE BANK | History | Added to | 22,435 | 1,070 | 0.01% | 0.0% | 188 | +2,776 | 14.12% | Q1 2026 | May 11, 2026 |
| Nadler Financial Group, Inc. | History | No change | 22,305 | 1,064 | 0.1% | 0.09% | 189 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Continuum Advisory, LLC | History | No change | 22,300 | 1,064 | 0.1% | 0.1% | 190 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Regal Investment Advisors LLC | History | Added to | 21,914 | 1,045 | 0.06% | 0.05% | 191 | +1,968 | 9.87% | Q1 2026 | May 14, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 20,612 | 983 | 0.0% | 0.01% | 192 | -10,130 | -32.95% | Q1 2026 | May 13, 2026 |
| Hilton Head Capital Partners, LLC | History | Reduced | 20,280 | 967 | 0.55% | 0.55% | 193 | -250 | -1.22% | Q1 2026 | Apr 20, 2026 |
| Marks Group Wealth Management, Inc | History | Reduced | 20,076 | 958 | 0.09% | 0.09% | 194 | -989 | -4.69% | Q1 2026 | May 05, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 20,044 | 956 | 0.44% | 0.43% | 195 | +55 | 0.28% | Q1 2026 | Apr 08, 2026 |
| BLB&B Advisors, LLC | History | No change | 20,000 | 954 | 0.04% | 0.04% | 196 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Andina Capital Management, LLC | History | Reduced | 19,509 | 930 | 0.82% | 1.05% | 197 | -18,289 | -48.39% | Q1 2026 | Apr 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 18,624 | 887 | 0.0% | 0.02% | 198 | -259,842 | -93.31% | Q1 2026 | May 01, 2026 |
| Clearstead Advisors, LLC | History | Added to | 18,488 | 882 | 0.01% | 0.01% | 199 | +483 | 2.68% | Q1 2026 | May 06, 2026 |
| Root Financial Partners, LLC | History | New | 18,318 | 874 | 0.04% | — | 200 | +18,318 | New | Q1 2026 | Apr 24, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 18,122 | 864 | 0.0% | 0.0% | 201 | +6,436 | 55.07% | Q1 2026 | May 13, 2026 |
| Accordant Advisory Group Inc | History | Reduced | 18,117 | 864 | 0.54% | 0.66% | 202 | -2,649 | -12.76% | Q1 2026 | May 11, 2026 |
| Strategic Financial Concepts, LLC | History | New | 26,965 | 855 | 0.21% | — | 203 | +26,965 | New | Q1 2026 | May 12, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 17,621 | 852 | 0.18% | 0.22% | 204 | +62 | 0.35% | Q1 2026 | Apr 28, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Added to | 17,388 | 829 | 0.22% | 0.14% | 205 | +5,198 | 42.64% | Q1 2026 | Apr 28, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 17,331 | 827 | 0.04% | 0.03% | 206 | +852 | 5.17% | Q1 2026 | May 18, 2026 |
| Cerity Partners LLC | History | Reduced | 16,752 | 799 | 0.0% | 0.0% | 207 | -2,227 | -11.73% | Q1 2026 | May 15, 2026 |
| Midwest Financial Group LLC | History | Added to | 16,758 | 799 | 0.34% | 0.31% | 208 | +1,500 | 9.83% | Q1 2026 | Apr 22, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 16,726 | 798 | 0.13% | 0.13% | 209 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| 4WEALTH ADVISORS, INC. | History | Added to | 17,549 | 793 | 0.68% | 0.67% | 210 | +499 | 2.93% | Q1 2026 | Apr 27, 2026 |
| Sandy Cove Advisors, LLC | History | No change | 16,600 | 792 | 0.24% | 0.23% | 211 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Rehmann Capital Advisory Group | History | No change | 16,400 | 782 | 0.04% | 0.04% | 212 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Kellett Wealth Advisors, LLC | History | Reduced | 15,472 | 738 | 0.4% | 0.42% | 213 | -780 | -4.8% | Q1 2026 | May 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 15,335 | 731 | 0.01% | 0.02% | 214 | -4,296 | -21.88% | Q1 2026 | May 15, 2026 |
| Forum Financial Management, LP | History | Added to | 15,300 | 730 | 0.01% | 0.01% | 215 | +5,000 | 48.54% | Q1 2026 | Apr 23, 2026 |
| World Investment Advisors | History | New | 15,297 | 729 | 0.01% | — | 216 | +15,297 | New | Q1 2026 | Apr 27, 2026 |
| Independent Family Office, LLC | History | No change | 15,140 | 722 | 0.3% | 0.29% | 217 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Total Wealth Planning & Management, Inc. | History | Reduced | 15,113 | 721 | 0.53% | 0.55% | 218 | -1,100 | -6.78% | Q1 2026 | May 05, 2026 |
| Stenham Asset Management Ltd | History | Reduced | 15,000 | 715 | 0.35% | 0.57% | 221 | -10,000 | -40.0% | Q1 2026 | May 15, 2026 |
| waypoint wealth counsel | History | Reduced | 15,000 | 715 | 0.37% | 0.29% | 220 | -2,000 | -11.76% | Q1 2026 | Apr 23, 2026 |
| Summit Trail Advisors, LLC | History | No change | 15,000 | 715 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SHUFRO ROSE & CO LLC | History | Reduced | 14,636 | 698 | 0.05% | 1.09% | 222 | -338,170 | -95.85% | Q1 2026 | May 15, 2026 |
| Oxbow Advisors, LLC | History | No change | 14,306 | 682 | 0.06% | 0.06% | 223 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 14,282 | 681 | 0.09% | 0.07% | 224 | +3,282 | 29.84% | Q1 2026 | May 12, 2026 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | History | No change | 14,125 | 674 | 0.05% | 0.05% | 225 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Daytona Street Capital LLC | History | No change | 13,666 | 664 | 0.51% | 0.49% | 226 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 13,757 | 656 | 0.26% | 0.25% | 227 | +146 | 1.07% | Q1 2026 | May 11, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 13,667 | 652 | 0.27% | 0.26% | 228 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| CWM, LLC | History | Added to | 13,178 | 628 | 0.0% | 0.0% | 229 | +344 | 2.68% | Q1 2026 | May 14, 2026 |
| MBL Wealth, LLC | History | Reduced | 13,145 | 627 | 0.05% | 0.05% | 230 | -10 | -0.08% | Q1 2026 | Apr 28, 2026 |
| North Forty Two & Co. | History | No change | 13,100 | 625 | 0.58% | 0.57% | 231 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Ketron Financial | History | Reduced | 13,007 | 620 | 0.22% | 0.2% | 232 | -400 | -2.98% | Q1 2026 | Apr 21, 2026 |
| Latitude Advisors, LLC | History | Added to | 12,876 | 614 | 0.28% | 0.24% | 233 | +910 | 7.6% | Q1 2026 | Apr 27, 2026 |
| Strait & Sound Wealth Management LLC | History | Added to | 12,822 | 611 | 0.23% | 0.17% | 234 | +2,995 | 30.48% | Q1 2026 | May 18, 2026 |
| Old Port Advisors | History | Reduced | 12,761 | 608 | 0.14% | 0.19% | 235 | -4,142 | -24.5% | Q1 2026 | Apr 06, 2026 |
| Inscription Capital, LLC | History | Added to | 12,600 | 601 | 0.06% | 0.05% | 236 | +2,200 | 21.15% | Q1 2026 | Apr 20, 2026 |
| Mraz, Amerine & Associates, Inc. | History | No change | 12,291 | 586 | 0.09% | 0.08% | 237 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Graney & King, LLC | History | No change | 12,073 | 576 | 0.31% | 0.32% | 238 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 12,056 | 575 | 0.04% | 0.04% | 239 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 12,000 | 572 | 0.02% | 0.02% | 240 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Veracity Capital LLC | History | Reduced | 11,798 | 563 | 0.2% | 0.2% | 241 | -3,261 | -21.65% | Q1 2026 | Apr 09, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 11,555 | 551 | 0.01% | — | 243 | +11,555 | New | Q1 2026 | May 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 11,550 | 551 | 0.0% | 0.0% | 242 | +575 | 5.24% | Q1 2026 | May 05, 2026 |
| CLG LLC | History | Reduced | 11,495 | 548 | 0.14% | 0.15% | 244 | -1,900 | -14.18% | Q1 2026 | May 14, 2026 |
| Sepio Capital, LP | History | New | 11,465 | 547 | 0.03% | — | 245 | +11,465 | New | Q1 2026 | May 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 11,450 | 546 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Marex Group plc | History | New | 11,400 | 544 | 0.0% | — | 247 | +11,400 | New | Q1 2026 | May 13, 2026 |
| YHB Investment Advisors, Inc. | History | No change | 11,105 | 529 | 0.04% | 0.04% | 248 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 10,905 | 520 | 0.0% | — | 249 | +10,905 | New | Q1 2026 | Apr 30, 2026 |
| Financial Sense Advisors, Inc. | History | Reduced | 10,851 | 517 | 0.1% | 0.17% | 251 | -9,785 | -47.42% | Q1 2026 | May 14, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 10,843 | 517 | 0.05% | 0.05% | 250 | +704 | 6.94% | Q1 2026 | Apr 15, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Reduced | 10,721 | 511 | 0.03% | 0.04% | 252 | -2,150 | -16.7% | Q1 2026 | Apr 16, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | No change | 10,701 | 510 | 0.08% | 0.08% | 253 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Richard C. Young & CO., LTD. | History | No change | 10,635 | 507 | 0.04% | 0.04% | 254 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Carmel Capital Partners, LLC | History | No change | 10,606 | 506 | 0.18% | 0.17% | 255 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 10,529 | 502 | 0.01% | 0.01% | 256 | +210 | 2.04% | Q1 2026 | May 08, 2026 |
| WealthBridge Capital Management, LLC | History | Reduced | 10,358 | 494 | 0.11% | 0.17% | 258 | -6,000 | -36.68% | Q1 2026 | Apr 17, 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | History | Reduced | 10,370 | 494 | 0.05% | 0.05% | 257 | -504 | -4.63% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 10,291 | 491 | 0.0% | 0.0% | 259 | -604 | -5.54% | Q1 2026 | May 14, 2026 |
| Midwest Trust Co | History | Reduced | 10,085 | 481 | 0.01% | 0.01% | 260 | -1,600 | -13.69% | Q1 2026 | May 01, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 10,078 | 480 | 0.0% | 0.0% | 261 | -7,505 | -42.68% | Q1 2026 | May 05, 2026 |
| Indie Asset Partners, LLC | History | Reduced | 10,068 | 480 | 0.55% | 0.54% | 262 | -500 | -4.73% | Q1 2026 | May 08, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 10,000 | 477 | 0.02% | 0.03% | 263 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| M&T BANK CORP | History | Reduced | 9,886 | 471 | 0.0% | 0.0% | 264 | -1,400 | -12.4% | Q1 2026 | May 12, 2026 |
| Fairway Wealth LLC | History | No change | 9,600 | 458 | 0.12% | 0.12% | 265 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Verity Asset Management, Inc. | History | Reduced | 9,594 | 457 | 0.19% | 0.26% | 266 | -3,384 | -26.07% | Q1 2026 | Apr 21, 2026 |
| Crown Wealth Group, LLC | History | Reduced | 9,478 | 452 | 0.13% | 0.14% | 267 | -1,800 | -15.96% | Q1 2026 | Apr 21, 2026 |
| Principle Wealth Partners LLC | History | No change | 9,450 | 450 | 0.03% | 0.02% | 268 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Dogwood Wealth Management LLC | History | New | 9,425 | 449 | 0.2% | — | 269 | +9,425 | New | Q1 2026 | May 12, 2026 |
| Philip James Wealth Mangement, LLC | History | Reduced | 9,275 | 442 | 0.05% | 0.12% | 270 | -13,760 | -59.74% | Q1 2026 | Apr 28, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 9,262 | 441 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CAMDEN NATIONAL BANK | History | Reduced | 9,167 | 437 | 0.06% | 0.07% | 274 | -1,650 | -15.25% | Q1 2026 | May 04, 2026 |
| MANCHESTER FINANCIAL INC | History | Added to | 9,163 | 437 | 0.08% | 0.07% | 272 | +422 | 4.83% | Q1 2026 | Apr 23, 2026 |
| Covenant Asset Management, LLC | History | Added to | 9,164 | 437 | 0.07% | 0.05% | 273 | +18 | 0.2% | Q1 2026 | Apr 14, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | No change | 8,750 | 435 | 0.35% | 0.36% | 275 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 9,107 | 434 | 0.0% | 0.0% | 276 | -3,617 | -28.43% | Q1 2026 | May 14, 2026 |
| RFG Advisory, LLC | History | No change | 9,100 | 434 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 9,029 | 430 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| RCW Management, LLC | History | Reduced | 8,837 | 421 | 0.43% | 0.45% | 279 | -833 | -8.61% | Q1 2026 | Apr 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 8,818 | 420 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 8,697 | 415 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Fermata Advisors, LLC | History | Reduced | 8,650 | 412 | 0.09% | 0.12% | 283 | -1,862 | -17.71% | Q1 2026 | Apr 08, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | No change | 8,645 | 412 | 0.06% | 0.06% | 282 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 8,569 | 408 | 0.0% | 0.0% | 284 | +1,119 | 15.02% | Q1 2026 | May 05, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 8,539 | 407 | 0.0% | 0.0% | 285 | +65 | 0.77% | Q1 2026 | May 11, 2026 |
| Simmons Bank | History | Reduced | 8,516 | 406 | 0.03% | 0.03% | 286 | -1,113 | -11.56% | Q1 2026 | Apr 23, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 8,474 | 404 | 0.03% | 0.02% | 287 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Northern Capital Management, Inc. | History | No change | 8,380 | 399 | 0.2% | 0.2% | 288 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Paradigm Capital Management, LLC/NV | History | No change | 8,145 | 389 | 0.36% | 0.35% | 289 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 8,150 | 388 | 0.02% | 0.02% | 290 | -1,500 | -15.54% | Q1 2026 | Apr 17, 2026 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | History | No change | 8,073 | 385 | 0.16% | 0.15% | 291 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 8,030 | 383 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | New | 8,000 | 381 | 0.13% | — | 293 | +8,000 | New | Q1 2026 | May 12, 2026 |
| WJ Financial Advisors LLC | History | No change | 7,800 | 372 | 0.3% | 0.32% | 294 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 7,692 | 367 | 0.03% | 0.02% | 295 | +1,075 | 16.25% | Q1 2026 | Apr 20, 2026 |
| DAVENPORT & Co LLC | History | Added to | 7,515 | 358 | 0.0% | 0.0% | 296 | +2,115 | 39.17% | Q1 2026 | Apr 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 7,486 | 357 | 0.0% | 0.0% | 297 | -511 | -6.39% | Q1 2026 | Jun 02, 2026 |
| AEGIS FINANCIAL CORP | History | No change | 7,474 | 356 | 0.06% | 0.08% | 298 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Gradient Investments LLC | History | No change | 7,432 | 354 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Aviance Capital Partners, LLC | History | No change | 7,430 | 354 | 0.04% | 0.04% | 300 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Motiv8 Investments LLC | History | No change | 7,675 | 352 | 0.19% | 0.19% | 301 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BCS Wealth Management | History | Reduced | 7,372 | 351 | 0.07% | 0.07% | 303 | -7,616 | -50.81% | Q1 2026 | Apr 17, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 7,365 | 351 | 0.01% | 0.01% | 302 | -568 | -7.16% | Q1 2026 | May 15, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | No change | 7,349 | 350 | 0.13% | 0.12% | 304 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| S.A. Mason LLC | History | Added to | 7,268 | 346 | 0.13% | 0.13% | 305 | +200 | 2.83% | Q1 2026 | Apr 27, 2026 |
| Garde Capital, Inc. | History | No change | 7,245 | 345 | 0.02% | 0.02% | 306 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Inlight Wealth Management, LLC | History | Reduced | 7,156 | 341 | 0.13% | 6.69% | 307 | -391,721 | -98.21% | Q1 2026 | May 04, 2026 |
| TCFG Investment Advisors, LLC | History | New | 7,125 | 340 | 0.13% | — | 309 | +7,125 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 7,125 | 340 | 0.13% | 0.16% | 308 | -1,575 | -18.1% | Q1 2026 | Apr 23, 2026 |
| Resurgent Financial Advisors LLC | History | Reduced | 7,080 | 337 | 0.12% | 0.16% | 310 | -120 | -1.67% | Q1 2026 | May 12, 2026 |
| Ruedi Wealth Management, Inc. | History | No change | 7,009 | 334 | 0.09% | 0.08% | 311 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MGO ONE SEVEN LLC | History | No change | 6,905 | 329 | 0.01% | 0.01% | 312 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 6,869 | 327 | 0.01% | 0.01% | 313 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 6,790 | 324 | 0.03% | 0.03% | 314 | +221 | 3.36% | Q1 2026 | May 12, 2026 |
| Lido Advisors, LLC | History | Reduced | 6,729 | 321 | 0.0% | 0.0% | 315 | -3,456 | -33.93% | Q1 2026 | May 13, 2026 |
| Clay Northam Wealth Management, LLC | History | New | 6,721 | 320 | 0.18% | — | 316 | +6,721 | New | Q1 2026 | Apr 28, 2026 |
| Snowden Capital Advisors LLC | History | No change | 6,660 | 317 | 0.01% | 0.01% | 317 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Gibraltar Capital Management, Inc. | History | No change | 6,625 | 316 | 0.05% | 0.05% | 318 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 6,595 | 314 | 0.05% | 0.03% | 319 | +1,460 | 28.43% | Q1 2026 | May 13, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 6,600 | 314 | 0.02% | 0.01% | 320 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Ardent Capital Management, Inc. | History | No change | 6,505 | 310 | 0.13% | 0.12% | 321 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CSS LLC/IL | History | New | 6,470 | 308 | 0.01% | — | 322 | +6,470 | New | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 6,400 | 304 | 0.0% | — | 323 | +6,400 | New | Q1 2026 | May 15, 2026 |
| DDD Partners, LLC | History | Reduced | 6,285 | 299 | 0.02% | 0.02% | 324 | -114 | -1.78% | Q1 2026 | Apr 28, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 6,221 | 296 | 0.0% | 0.0% | 325 | -544 | -8.04% | Q1 2026 | Apr 28, 2026 |
| Tenzing Financial LLC | History | Reduced | 6,152 | 296 | 0.22% | 0.23% | 327 | -126 | -2.01% | Q1 2026 | Apr 15, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 6,206 | 296 | 0.1% | 0.09% | 326 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 6,127 | 292 | 0.01% | 0.01% | 329 | -1,400 | -18.6% | Q1 2026 | May 15, 2026 |
| Addison Advisors LLC | History | Reduced | 6,135 | 292 | 0.06% | 0.07% | 330 | -295 | -4.59% | Q1 2026 | May 08, 2026 |
| Perigon Wealth Management, LLC | History | No change | 6,123 | 292 | 0.01% | 0.01% | 328 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Essex Financial Services, Inc. | History | Added to | 6,112 | 291 | 0.02% | 0.01% | 331 | +868 | 16.55% | Q1 2026 | Apr 24, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 6,092 | 290 | 0.04% | 0.05% | 333 | -2,763 | -31.2% | Q1 2026 | May 05, 2026 |
| WealthShield Partners, LLC | History | Reduced | 6,093 | 290 | 0.03% | 0.04% | 332 | -939 | -13.35% | Q1 2026 | May 01, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 6,075 | 289 | 0.12% | 0.11% | 334 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NBT BANK N A /NY | History | No change | 6,000 | 286 | 0.02% | 0.02% | 335 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Perkins Coie Trust Co | History | No change | 6,000 | 286 | 0.05% | 0.05% | 336 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Occidental Asset Management, LLC | History | No change | 6,000 | 286 | 0.03% | 0.03% | 337 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Robinson Value Management, Ltd. | History | Reduced | 5,982 | 285 | 0.16% | 0.2% | 341 | -2,000 | -25.06% | Q1 2026 | May 05, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | Reduced | 5,986 | 285 | 0.07% | 0.06% | 338 | -140 | -2.29% | Q1 2026 | May 15, 2026 |
| Texas Yale Capital Corp. | History | No change | 5,975 | 285 | 0.01% | 0.01% | 339 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 5,979 | 285 | 0.02% | 0.02% | 340 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Kera Capital Partners, Inc. | History | No change | 5,978 | 285 | 0.03% | 0.04% | 342 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 5,913 | 282 | 0.02% | 0.02% | 343 | -197 | -3.22% | Q1 2026 | May 11, 2026 |
| Cannon Advisors, Inc. | History | Reduced | 5,901 | 281 | 0.21% | 0.23% | 344 | -130 | -2.16% | Q1 2026 | Apr 24, 2026 |
| HRT FINANCIAL LP | History | New | 5,886 | 280 | 0.0% | — | 345 | +5,886 | New | Q1 2026 | May 14, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 5,823 | 277 | 0.02% | 0.02% | 346 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 5,972 | 273 | 0.01% | 0.01% | 347 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Wescott Financial Advisory Group, LLC | History | No change | 5,711 | 272 | 0.02% | 0.02% | 348 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Meramec Financial Planners, LLC | History | No change | 5,424 | 271 | 0.11% | 0.1% | 349 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 5,535 | 264 | 0.02% | 0.02% | 350 | -250 | -4.32% | Q1 2026 | Apr 14, 2026 |
| DV Trading LLC | History | New | 5,500 | 262 | 0.01% | — | 352 | +5,500 | New | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 5,500 | 262 | 0.0% | 0.01% | 351 | -3,300 | -37.5% | Q1 2026 | May 11, 2026 |
| Wealth Quarterback LLC | History | No change | 5,482 | 261 | 0.1% | 0.09% | 353 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| DAVIDSON TRUST CO | History | No change | 5,461 | 260 | 0.11% | 0.1% | 354 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| DELTA FINANCIAL ADVISORS LLC | History | Reduced | 5,400 | 257 | 0.07% | 0.07% | 355 | -600 | -10.0% | Q1 2026 | May 05, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 5,353 | 255 | 0.0% | 0.01% | 356 | -7,770 | -59.21% | Q1 2026 | Apr 22, 2026 |
| Purkiss Capital Advisors LLC | History | No change | 5,250 | 250 | 0.11% | 0.11% | 357 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Advisors Capital Management, LLC | History | No change | 5,200 | 248 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Hemenway Trust Co LLC | History | Reduced | 5,160 | 246 | 0.02% | 0.03% | 359 | -2,000 | -27.93% | Q1 2026 | May 07, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Reduced | 5,127 | 244 | 0.07% | 0.1% | 360 | -2,538 | -33.11% | Q1 2026 | May 11, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 5,117 | 244 | 0.05% | 0.05% | 361 | +200 | 4.07% | Q1 2026 | Apr 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 5,066 | 241 | 0.0% | 0.0% | 363 | -4,111 | -44.8% | Q1 2026 | May 05, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | No change | 4,822 | 241 | 0.01% | 0.02% | 362 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Procyon Advisors, LLC | History | New | 5,027 | 239 | 0.01% | — | 365 | +5,027 | New | Q1 2026 | May 04, 2026 |
| Fulcrum Equity Management | History | New | 5,018 | 239 | 0.23% | — | 364 | +5,018 | New | Q1 2026 | Apr 02, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | New | 5,000 | 238 | 0.06% | — | 368 | +5,000 | New | Q1 2026 | Apr 08, 2026 |
| Composition Wealth, LLC | History | No change | 5,000 | 238 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| MTM Investment Management, LLC | History | No change | 5,000 | 238 | 0.08% | 0.07% | 367 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 4,921 | 234 | 0.01% | 0.01% | 369 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 4,833 | 233 | 0.01% | 0.01% | 370 | -750 | -13.43% | Q1 2026 | May 12, 2026 |
| Vivaldi Capital Management LP | History | No change | 4,855 | 231 | 0.03% | 0.03% | 371 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 4,839 | 230 | 0.07% | 0.07% | 372 | -800 | -14.19% | Q1 2026 | May 01, 2026 |
| Grandview Asset Management LLC | History | No change | 4,800 | 229 | 0.07% | 0.06% | 373 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 4,758 | 227 | 0.0% | 0.0% | 374 | -8 | -0.17% | Q1 2026 | May 11, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 4,755 | 226 | 0.0% | 0.0% | 377 | -783 | -14.14% | Q1 2026 | May 01, 2026 |
| FIFTH THIRD BANCORP | History | No change | 4,750 | 226 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 4,737 | 226 | 0.09% | 0.09% | 376 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 4,931 | 225 | 0.01% | 0.01% | 378 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Gateway Wealth Partners, LLC | History | New | 4,700 | 224 | 0.01% | — | 380 | +4,700 | New | Q1 2026 | May 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 4,903 | 224 | 0.01% | 0.01% | 379 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | Reduced | 4,512 | 215 | 0.01% | 0.02% | 381 | -11,060 | -71.02% | Q1 2026 | May 13, 2026 |
| ABLE Financial Group, LLC | History | New | 4,506 | 215 | 0.04% | — | 382 | +4,506 | New | Q1 2026 | Apr 20, 2026 |
| AlphaStar Capital Management, LLC | History | New | 4,445 | 212 | 0.02% | — | 383 | +4,445 | New | Q1 2026 | Apr 15, 2026 |
| Suncoast Equity Management | History | New | 4,440 | 211 | 0.03% | — | 384 | +4,440 | New | Q1 2026 | May 08, 2026 |
| Expressive Wealth LLC | History | New | 4,300 | 211 | 0.2% | — | 385 | +4,300 | New | Q1 2026 | May 11, 2026 |
| Western Wealth Management, LLC | History | New | 4,275 | 204 | 0.01% | — | 387 | +4,275 | New | Q1 2026 | May 19, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,223 | 204 | 0.0% | 0.0% | 386 | +2,137 | 102.44% | Q1 2026 | Apr 07, 2026 |
| Sowell Financial Services LLC | History | New | 4,260 | 203 | 0.01% | — | 389 | +4,260 | New | Q1 2026 | Apr 20, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Added to | 4,266 | 203 | 0.15% | 0.09% | 388 | +1,466 | 52.36% | Q1 2026 | May 12, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 4,180 | 199 | 0.03% | 0.02% | 390 | +576 | 15.98% | Q1 2026 | May 11, 2026 |
| Bulwark Capital Corp | History | Reduced | 3,987 | 190 | 0.12% | 0.13% | 391 | -113 | -2.76% | Q1 2026 | Apr 07, 2026 |
| MATHER GROUP, LLC. | History | New | 3,932 | 187 | 0.0% | — | 392 | +3,932 | New | Q1 2026 | Apr 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 3,390 | 161 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CoreCap Advisors, LLC | History | No change | 3,186 | 152 | 0.01% | 0.01% | 394 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Ascentis Independent Advisors | History | New | 3,144 | 150 | 0.01% | — | 395 | +3,144 | New | Q1 2026 | Apr 28, 2026 |
| HM PAYSON & CO | History | No change | 3,100 | 147 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| UMB Bank, n.a. | History | Added to | 3,000 | 143 | 0.0% | 0.0% | 397 | +500 | 20.0% | Q1 2026 | May 11, 2026 |
| Heritage Wealth Advisors | History | No change | 3,000 | 143 | 0.01% | 0.01% | 398 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Pacifica Partners Inc. | History | No change | 3,000 | 142 | 0.05% | 0.06% | 399 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Vanguard National Trust Co | History | New | 2,917 | 139 | 0.01% | — | 400 | +2,917 | New | Q1 2026 | May 08, 2026 |
| Destiny Wealth Partners, LLC | History | New | 2,851 | 136 | 0.01% | — | 401 | +2,851 | New | Q1 2026 | May 11, 2026 |
| SHP Wealth Management | History | No change | 2,770 | 132 | 0.01% | 0.01% | 402 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| GAMMA Investing LLC | History | No change | 2,671 | 127 | 0.01% | 0.01% | 403 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 2,600 | 124 | 0.01% | 0.01% | 404 | -200 | -7.14% | Q1 2026 | Apr 06, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | No change | 2,491 | 118 | 0.04% | 0.04% | 405 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Hara Capital LLC | History | Reduced | 2,463 | 117 | 0.06% | 0.08% | 406 | -775 | -23.93% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | Reduced | 2,400 | 114 | 0.0% | 0.0% | 407 | -67 | -2.72% | Q1 2026 | May 13, 2026 |
| Capital Analysts, LLC | History | No change | 2,283 | 109 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,400 | 109 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Holos Integrated Wealth LLC | History | New | 2,300 | 108 | 0.05% | — | 410 | +2,300 | New | Q1 2026 | Apr 08, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 1,800 | 86 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,785 | 85 | 0.01% | 0.01% | 412 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Parallel Advisors, LLC | History | Reduced | 1,757 | 83 | 0.0% | 0.0% | 413 | -122 | -6.49% | Q1 2026 | Jun 02, 2026 |
| MRP Capital Investments, LLC | History | Reduced | 1,650 | 78 | 0.07% | 0.55% | 414 | -12,625 | -88.44% | Q1 2026 | May 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 1,600 | 76 | 0.0% | — | 415 | +1,600 | New | Q1 2026 | Apr 20, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | New | 1,556 | 74 | 0.02% | — | 416 | +1,556 | New | Q1 2026 | Apr 20, 2026 |
| Wellington Grp LLC | History | Reduced | 1,525 | 72 | 0.02% | 0.05% | 417 | -1,683 | -52.46% | Q1 2026 | May 22, 2026 |
| BARD ASSOCIATES INC | History | No change | 1,500 | 71 | 0.02% | 0.02% | 418 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Bogart Wealth, LLC | History | No change | 1,500 | 71 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Sound Income Strategies, LLC | History | Added to | 1,439 | 69 | 0.0% | 0.0% | 420 | +696 | 93.67% | Q1 2026 | Apr 27, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,400 | 66 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 1,400 | 66 | 0.01% | 0.01% | 422 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Trust Co | History | No change | 1,401 | 66 | 0.01% | 0.01% | 423 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Advantage Trust Co | History | No change | 1,400 | 66 | 0.03% | 0.03% | 424 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 1,166 | 55 | 0.02% | 0.02% | 425 | -225 | -16.18% | Q1 2026 | Apr 24, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,000 | 47 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 1,000 | 47 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| IAG Wealth Partners, LLC | History | No change | 1,000 | 47 | 0.01% | 0.01% | 428 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Princeton Global Asset Management LLC | History | No change | 900 | 42 | 0.01% | 0.01% | 429 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Missouri Trust & Investment Co | History | Reduced | 875 | 41 | 0.01% | 0.01% | 430 | -25 | -2.78% | Q1 2026 | May 14, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 900 | 41 | 0.03% | 0.03% | 431 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Added to | 850 | 40 | 0.01% | 0.01% | 433 | +50 | 6.25% | Q1 2026 | Apr 22, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 843 | 40 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| BESSEMER GROUP INC | History | No change | 760 | 36 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 700 | 33 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Key FInancial Inc | History | No change | 710 | 33 | 0.01% | 0.01% | 436 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 650 | 31 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 649 | 30 | 0.0% | 0.0% | 438 | +168 | 34.93% | Q1 2026 | Apr 24, 2026 |
| BlackRock, Inc. | History | Added to | 622 | 29 | 0.0% | 0.0% | 439 | +529 | 568.82% | Q1 2026 | May 13, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 659 | 25 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Hilltop National Bank | History | New | 481 | 22 | 0.01% | — | 441 | +481 | New | Q1 2026 | Apr 02, 2026 |
| Parkside Financial Bank & Trust | History | New | 344 | 16 | 0.0% | — | 444 | +344 | New | Q1 2026 | May 13, 2026 |
| JNBA Financial Advisors | History | Reduced | 341 | 16 | 0.0% | 0.0% | 443 | -169 | -33.14% | Q1 2026 | Apr 22, 2026 |
| SIGNATUREFD, LLC | History | No change | 350 | 16 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 328 | 15 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| ASSETMARK, INC | History | Added to | 293 | 13 | 0.0% | 0.0% | 446 | +173 | 144.17% | Q1 2026 | May 06, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 255 | 12 | 0.01% | 0.01% | 447 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | No change | 242 | 11 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ORG Partners LLC | History | No change | 225 | 10 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Costello Asset Management, INC | History | New | 200 | 9 | 0.0% | — | 452 | +200 | New | Q1 2026 | Apr 30, 2026 |
| Gen-Wealth Partners Inc | History | Reduced | 200 | 9 | 0.0% | 0.0% | 451 | -50 | -20.0% | Q1 2026 | May 08, 2026 |
| Westside Investment Management, Inc. | History | No change | 200 | 9 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Clark Wealth Partners | History | No change | 170 | 8 | 0.01% | 0.0% | 453 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Lummis Asset Management, LP | History | No change | 150 | 7 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 104 | 4 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Paladin Advisory Group, LLC | History | No change | 93 | 4 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 100 | 4 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Clarity Asset Management, Inc. | History | New | 68 | 3 | 0.0% | — | 460 | +68 | New | Q1 2026 | May 04, 2026 |
| McIlrath & Eck, LLC | History | No change | 65 | 3 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| DecisionPoint Financial, LLC | History | No change | 68 | 3 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Covestor Ltd | History | Added to | 51 | 2 | 0.0% | — | 461 | +43 | 537.5% | Q1 2026 | May 05, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -174,083 | -100.0% | Q1 2026 | Apr 22, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | Closed out | 0 | 0 | — | 3.61% | — | -150,762 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Fore Capital, LLC | History | Closed out | 0 | 0 | — | 1.65% | — | -110,000 | -100.0% | Q1 2026 | May 08, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.08% | — | -75,929 | -100.0% | Q1 2026 | Apr 23, 2026 |
| PHILADELPHIA TRUST CO | History | Closed out | 0 | 0 | — | 0.2% | — | -63,443 | -100.0% | Q1 2026 | May 13, 2026 |
| Quilter Plc | History | Closed out | 0 | 0 | — | 0.02% | — | -25,598 | -100.0% | Q1 2026 | May 13, 2026 |
| Blue Line Capital, LLC / IL | History | Closed out | 0 | 0 | — | 1.05% | — | -19,494 | -100.0% | Q1 2026 | May 12, 2026 |
| CapitalatWork S.A. | History | New | 15,045 | 0 | — | — | — | +15,045 | New | Q1 2026 | May 15, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -13,310 | -100.0% | Q1 2026 | May 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,004 | -100.0% | Q1 2026 | Apr 07, 2026 |
| CHICAGO TRUST Co NA | History | Closed out | 0 | 0 | — | 0.09% | — | -12,775 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Brookwood Investment Group LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -12,548 | -100.0% | Q1 2026 | May 04, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,843 | -100.0% | Q1 2026 | May 12, 2026 |
| Confluence Wealth Services, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -8,577 | -100.0% | Q1 2026 | May 07, 2026 |
| Independent Wealth Network Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -8,217 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,436 | -100.0% | Q1 2026 | May 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,023 | -100.0% | Q1 2026 | May 13, 2026 |
| White Knight Strategic Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -6,532 | -100.0% | Q1 2026 | May 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,789 | -100.0% | Q1 2026 | May 15, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,356 | -100.0% | Q1 2026 | May 05, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,200 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Capital Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,139 | -100.0% | Q1 2026 | Apr 17, 2026 |
| BAHL & GAYNOR INC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,078 | -100.0% | Q1 2026 | May 07, 2026 |
| Mayfair Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -5,000 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -5,000 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Schiavi & Co LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -4,931 | -100.0% | Q1 2026 | May 11, 2026 |
| XML Financial, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,500 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,403 | -100.0% | Q1 2026 | May 15, 2026 |
| Chicago Partners Investment Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,647 | -100.0% | Q1 2026 | May 04, 2026 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,264 | -100.0% | Q1 2026 | Jun 02, 2026 |
| Benson Wealth Management INC | History | Closed out | 0 | 0 | — | 0.13% | — | -2,468 | -100.0% | Q1 2026 | May 12, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,700 | -100.0% | Q1 2026 | May 12, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q1 2026 | May 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -323 | -100.0% | Q1 2026 | May 15, 2026 |
| FINANCIAL CONSULATE, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Asset Dedication, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | May 29, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -66 | -100.0% | Q1 2026 | May 07, 2026 |
| Midway Capital Research & Management | History | New | 13 | 0 | — | — | — | +13 | New | Q1 2026 | Apr 13, 2026 |
| Fort Vancouver Investment Management, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 15, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 01, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |