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 | No change | 4,506,959 | 181,314 | 3.28% | 3.28% | 1 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Bleakley Financial Group, LLC | History | No change | 4,208,130 | 169,293 | 2.16% | 2.16% | 2 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MORGAN STANLEY | History | No change | 4,154,969 | 167,154 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | No change | 3,657,084 | 147,709 | 0.73% | 0.73% | 4 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROYAL BANK OF CANADA | History | No change | 3,329,872 | 133,961 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Weiss Asset Management LP | History | No change | 3,099,716 | 124,701 | 1.31% | 1.31% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | No change | 1,779,571 | 71,592 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Evelyn Partners Group Ltd | History | No change | 1,168,036 | 46,990 | 0.1% | 0.1% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MANAGED ASSET PORTFOLIOS, LLC | History | No change | 955,967 | 38,458 | 4.4% | 4.4% | 9 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 903,921 | 36,364 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 897,561 | 36,108 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 847,803 | 34,107 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Baird Financial Group, Inc. | History | No change | 841,648 | 33,859 | 0.05% | 0.05% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 747,266 | 30,062 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 642,326 | 25,840 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SPROTT INC. | History | No change | 636,665 | 25,613 | 0.81% | 0.81% | 16 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 562,378 | 23,361 | 1.47% | 1.44% | 17 | -1,481 | -0.26% | Q3 2026 | Oct 22, 2026 |
| Cheviot Value Management, LLC | History | No change | 567,160 | 22,816 | 2.32% | 2.32% | 18 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Marshall Financial Group, LLC | History | No change | 544,511 | 21,905 | 3.19% | 3.19% | 19 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 525,803 | 21,147 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 504,984 | 20,143 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 483,429 | 19,448 | 0.03% | 0.03% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cannell & Spears LLC | History | No change | 483,025 | 19,432 | 0.35% | 0.35% | 23 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 435,171 | 18,077 | 0.04% | 0.04% | 24 | -6,569 | -1.49% | Q3 2026 | Nov 02, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 444,749 | 17,892 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 369,761 | 15,359 | 0.27% | 0.25% | 26 | +9,835 | 2.73% | Q3 2026 | Oct 23, 2026 |
| COHEN & STEERS, INC. | History | No change | 368,497 | 14,825 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 356,183 | 14,329 | 0.93% | 0.93% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 340,595 | 13,702 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MATAURO, LLC | History | Reduced | 329,346 | 13,681 | 1.68% | 1.76% | 30 | -1,284 | -0.39% | Q3 2026 | Nov 03, 2026 |
| New Harbor Financial Group, LLC | History | Reduced | 325,296 | 13,512 | 2.02% | 2.21% | 31 | -21,622 | -6.23% | Q3 2026 | Oct 22, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 332,657 | 13,109 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Neuberger Berman Group LLC | History | No change | 316,559 | 12,735 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 312,644 | 12,577 | 0.04% | 0.04% | 34 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PFG Investments, LLC | History | No change | 312,401 | 12,567 | 0.49% | 0.49% | 35 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 312,254 | 12,532 | 0.04% | 0.04% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pacific Sage Partners, LLC | History | Added to | 281,171 | 11,679 | 1.51% | 1.28% | 37 | +56,575 | 25.19% | Q3 2026 | Oct 21, 2026 |
| Euro Pacific Asset Management, LLC | History | Reduced | 252,049 | 11,424 | 0.93% | 1.5% | 38 | -3,649 | -1.43% | Q3 2026 | Oct 13, 2026 |
| NewEdge Wealth, LLC | History | No change | 253,922 | 10,215 | 0.1% | 0.1% | 39 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 237,789 | 9,877 | 0.13% | 0.13% | 40 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Private Advisor Group, LLC | History | No change | 238,559 | 9,597 | 0.04% | 0.04% | 41 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mariner, LLC | History | No change | 236,491 | 9,514 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 222,807 | 9,003 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 215,470 | 8,812 | 0.01% | 0.01% | 44 | +18,648 | 9.47% | Q3 2026 | Oct 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 217,958 | 8,768 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 216,346 | 8,703 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 210,558 | 8,470 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | Added to | 202,948 | 8,430 | 0.14% | 0.14% | 48 | +7,134 | 3.64% | Q3 2026 | Oct 16, 2026 |
| Cadence Wealth Management LLC | History | No change | 207,150 | 8,333 | 3.73% | 3.73% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PYA Waltman Capital, LLC | History | No change | 204,820 | 8,239 | 1.96% | 1.96% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 197,167 | 8,185 | 0.02% | 0.02% | 51 | +13,468 | 7.33% | Q3 2026 | Oct 16, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 196,670 | 8,169 | 0.06% | 0.05% | 52 | +64,291 | 48.57% | Q3 2026 | Oct 16, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 195,732 | 8,130 | 0.02% | 0.02% | 53 | +7,957 | 4.24% | Q3 2026 | Nov 02, 2026 |
| INTREPID CAPITAL MANAGEMENT INC | History | No change | 199,116 | 8,010 | 2.84% | 2.84% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Brookstone Capital Management | History | Added to | 191,213 | 7,942 | 0.08% | 0.07% | 55 | +14,293 | 8.08% | Q3 2026 | Oct 22, 2026 |
| Arkadios Wealth Advisors | History | No change | 188,371 | 7,578 | 0.11% | 0.11% | 56 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Gem Investment Advisors, LLC | History | No change | 187,561 | 7,545 | 4.63% | 4.63% | 57 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TrustWell Financial Advisors, LLC | History | Reduced | 179,425 | 7,453 | 6.33% | 6.15% | 58 | -836 | -0.46% | Q3 2026 | Oct 15, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 171,592 | 7,127 | 0.63% | 0.59% | 59 | +4,760 | 2.85% | Q3 2026 | Nov 02, 2026 |
| Janney Montgomery Scott LLC | History | No change | 171,793 | 6,911 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 161,312 | 6,700 | 0.01% | 0.01% | 61 | -28,605 | -15.06% | Q3 2026 | Nov 02, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 157,927 | 6,560 | 0.24% | 0.27% | 62 | -20,120 | -11.3% | Q3 2026 | Oct 26, 2026 |
| HighTower Advisors, LLC | History | No change | 161,405 | 6,493 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Chicago Capital, LLC | History | No change | 155,365 | 6,453 | 0.15% | 0.15% | 64 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 160,327 | 6,449 | 0.18% | 0.18% | 65 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 151,509 | 6,095 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atria Investments, Inc | History | Added to | 145,631 | 6,049 | 0.06% | 0.05% | 67 | +15,325 | 11.76% | Q3 2026 | Oct 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 141,609 | 5,696 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 136,864 | 5,685 | 0.14% | 0.11% | 69 | +26,348 | 23.84% | Q3 2026 | Oct 16, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 138,425 | 5,568 | 0.03% | 0.03% | 70 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| &PARTNERS | History | No change | 133,884 | 5,386 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Wealth Alliance, LLC | History | Reduced | 129,375 | 5,377 | 2.35% | 2.42% | 72 | -342 | -0.26% | Q3 2026 | Oct 20, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 126,923 | 5,272 | 0.06% | 0.05% | 73 | +15,020 | 13.42% | Q3 2026 | Oct 26, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | No change | 125,652 | 5,054 | 1.25% | 1.25% | 74 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cable Car Capital, LP | History | No change | 125,000 | 5,028 | 0.11% | 0.11% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARATHON CAPITAL MANAGEMENT | History | Reduced | 119,955 | 4,982 | 1.02% | 0.98% | 76 | -120 | -0.1% | Q3 2026 | Oct 23, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 121,510 | 4,888 | 0.23% | 0.23% | 77 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| K.J. Harrison & Partners Inc | History | No change | 120,351 | 4,845 | 0.69% | 0.69% | 78 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Added to | 108,717 | 4,516 | 0.4% | 0.4% | 79 | +2,602 | 2.45% | Q3 2026 | Oct 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 104,555 | 4,364 | 0.26% | 0.25% | 80 | +95 | 0.09% | Q3 2026 | Nov 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 107,062 | 4,307 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 105,442 | 4,241 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Delta Investment Management, LLC | History | No change | 101,314 | 4,075 | 0.67% | 0.67% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHASE INVESTMENT COUNSEL CORP | History | No change | 99,416 | 3,999 | 0.84% | 0.84% | 84 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Demars Financial Group, LLC | History | Added to | 95,892 | 3,983 | 1.04% | 1.06% | 85 | +878 | 0.92% | Q3 2026 | Oct 22, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Added to | 95,399 | 3,962 | 0.38% | 0.21% | 86 | +42,630 | 80.79% | Q3 2026 | Nov 03, 2026 |
| Ancora Advisors LLC | History | No change | 95,794 | 3,853 | 0.07% | 0.07% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | No change | 95,196 | 3,829 | 0.07% | 0.07% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rothschild Wealth LLC | History | No change | 90,772 | 3,651 | 0.29% | 0.29% | 89 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHOREO, LLC | History | No change | 86,438 | 3,590 | 0.04% | 0.04% | 90 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| GWN SECURITIES INC. | History | No change | 88,794 | 3,572 | 0.6% | 0.6% | 91 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Focus Partners Wealth | History | No change | 87,958 | 3,538 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 83,481 | 3,467 | 0.06% | 0.06% | 93 | +3,581 | 4.48% | Q3 2026 | Oct 21, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 84,650 | 3,405 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | Added to | 77,436 | 3,216 | 1.52% | 1.31% | 95 | +7,997 | 11.52% | Q3 2026 | Oct 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 78,349 | 3,151 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Peak Financial Management, Inc. | History | Reduced | 74,493 | 3,094 | 0.7% | 0.69% | 97 | -338 | -0.45% | Q3 2026 | Oct 16, 2026 |
| IPG Investment Advisors LLC | History | No change | 72,906 | 3,028 | 0.43% | 0.42% | 98 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 73,169 | 2,943 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 69,646 | 2,893 | 0.0% | 0.0% | 100 | +9,565 | 15.92% | Q3 2026 | Nov 02, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 68,876 | 2,861 | 1.58% | 1.54% | 101 | -415 | -0.6% | Q3 2026 | Oct 15, 2026 |
| Asset One Wealth Management LLC | History | No change | 68,453 | 2,843 | 0.24% | 0.29% | 102 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | History | Reduced | 67,107 | 2,787 | 1.86% | 1.88% | 103 | -2,291 | -3.3% | Q3 2026 | Oct 09, 2026 |
| IHT Wealth Management, LLC | History | No change | 68,444 | 2,753 | 0.06% | 0.06% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 65,663 | 2,727 | 0.31% | 0.31% | 105 | -2,019 | -2.98% | Q3 2026 | Oct 08, 2026 |
| Kiker Wealth Management, LLC | History | No change | 66,733 | 2,684 | 1.05% | 1.05% | 106 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| IEQ CAPITAL, LLC | History | No change | 66,548 | 2,677 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Coastline Trust Co | History | Reduced | 64,390 | 2,674 | 0.25% | 0.31% | 108 | -21,968 | -25.44% | Q3 2026 | Oct 01, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 65,716 | 2,643 | 0.05% | 0.05% | 109 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Atlatl Advisers LLC | History | No change | 61,915 | 2,571 | 0.6% | 0.59% | 110 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| CGN Advisors LLC | History | No change | 60,269 | 2,503 | 0.19% | 0.18% | 111 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 62,215 | 2,502 | 1.78% | 1.78% | 112 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Spire Wealth Management | History | Added to | 59,865 | 2,486 | 0.08% | 0.07% | 113 | +666 | 1.13% | Q3 2026 | Oct 30, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 60,975 | 2,453 | 0.15% | 0.15% | 114 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CITADEL ADVISORS LLC | History | No change | 60,890 | 2,449 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Argent Trust Co | History | No change | 60,584 | 2,437 | 0.07% | 0.07% | 116 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 58,895 | 2,369 | 0.02% | 0.02% | 117 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Financial Planning Navigators CORP | History | Reduced | 55,160 | 2,291 | 0.84% | 0.84% | 118 | -355 | -0.64% | Q3 2026 | Oct 14, 2026 |
| XTX Topco Ltd | History | No change | 56,917 | 2,289 | 0.03% | 0.03% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 56,677 | 2,280 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Sonoma Private Wealth LLC | History | No change | 56,438 | 2,270 | 2.44% | 2.44% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEEDS INVESTOR LLC | History | No change | 56,255 | 2,263 | 0.23% | 0.23% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BROWN ADVISORY INC | History | No change | 55,420 | 2,229 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 54,682 | 2,199 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 51,444 | 2,136 | 0.02% | 0.02% | 125 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 52,845 | 2,125 | 0.22% | 0.22% | 126 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Titiun Yejiel | History | No change | 50,000 | 2,011 | 1.75% | 1.75% | 127 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 44,980 | 1,868 | 0.16% | 0.16% | 128 | -1,405 | -3.03% | Q3 2026 | Oct 26, 2026 |
| Belpointe Asset Management LLC | History | No change | 46,290 | 1,862 | 0.06% | 0.06% | 129 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Harfst & Associates, Inc. | History | Reduced | 44,803 | 1,861 | 0.28% | 0.28% | 130 | -765 | -1.68% | Q3 2026 | Oct 20, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 45,378 | 1,825 | 0.02% | 0.02% | 131 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 43,250 | 1,796 | 0.05% | 0.06% | 132 | -2,373 | -5.2% | Q3 2026 | Oct 23, 2026 |
| Sunbeam Capital Management, LLC | History | No change | 42,760 | 1,720 | 0.79% | 0.79% | 133 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| St. James Investment Company, LLC | History | No change | 41,556 | 1,671 | 0.27% | 0.27% | 134 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 41,307 | 1,661 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hunter Perkins Capital Management, LLC | History | No change | 40,752 | 1,639 | 0.37% | 0.37% | 136 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Wilmar Advisors LLC | History | No change | 40,000 | 1,609 | 1.17% | 1.17% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| StoneX Group Inc. | History | Added to | 38,576 | 1,602 | 0.06% | 0.06% | 138 | +2,180 | 5.99% | Q3 2026 | Nov 03, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 39,838 | 1,602 | 0.1% | 0.1% | 139 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PKS Advisory Services, LLC | History | No change | 39,610 | 1,593 | 0.26% | 0.25% | 140 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Geneos Wealth Management Inc. | History | No change | 39,560 | 1,591 | 0.03% | 0.03% | 141 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 37,734 | 1,567 | 0.04% | 0.04% | 142 | -1,652 | -4.19% | Q3 2026 | Oct 19, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 38,818 | 1,561 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| BOS Asset Management, LLC | History | Reduced | 37,361 | 1,551 | 0.36% | 0.39% | 144 | -4,935 | -11.67% | Q3 2026 | Oct 09, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 37,776 | 1,519 | 0.09% | 0.09% | 145 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | No change | 37,132 | 1,493 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 36,143 | 1,454 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bull Harbor Capital LLC | History | No change | 36,104 | 1,452 | 0.28% | 0.28% | 148 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MAI Capital Management | History | No change | 35,786 | 1,439 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 35,696 | 1,436 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 34,517 | 1,388 | 0.09% | 0.09% | 151 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 34,427 | 1,384 | 0.07% | 0.07% | 152 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Blue Trust, Inc. | History | Added to | 33,190 | 1,378 | 0.01% | 0.01% | 153 | +463 | 1.41% | Q3 2026 | Oct 15, 2026 |
| Ethic Inc. | History | New | 32,363 | 1,344 | 0.02% | — | 154 | +32,363 | New | Q3 2026 | Nov 03, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 31,036 | 1,289 | 0.13% | 0.11% | 155 | +381 | 1.24% | Q3 2026 | Oct 14, 2026 |
| Tradition Wealth Management, LLC | History | No change | 30,524 | 1,227 | 0.08% | 0.08% | 156 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 29,499 | 1,225 | 0.04% | 0.04% | 157 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 30,377 | 1,222 | 0.06% | 0.06% | 158 | 0 | 0.0% | Q2 2026 | Oct 20, 2026 |
| CIBC Asset Management Inc | History | No change | 30,000 | 1,207 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 28,778 | 1,195 | 0.05% | 0.05% | 160 | -100 | -0.35% | Q3 2026 | Oct 26, 2026 |
| SouthState Bank Corp | History | No change | 29,570 | 1,189 | 0.05% | 0.05% | 161 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Corient Private Wealth LP | History | No change | 29,470 | 1,185 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 29,356 | 1,180 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 28,371 | 1,141 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 27,845 | 1,120 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Alchemi Wealth, LLC | History | Added to | 26,846 | 1,115 | 0.5% | 0.5% | 166 | +561 | 2.13% | Q3 2026 | Nov 04, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 26,154 | 1,086 | 0.02% | 0.02% | 167 | -478 | -1.79% | Q3 2026 | Oct 08, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 25,548 | 1,061 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Montis Financial, LLC | History | Reduced | 25,310 | 1,051 | 0.22% | 0.23% | 169 | -2,120 | -7.73% | Q3 2026 | Nov 04, 2026 |
| WELCH & FORBES LLC | History | No change | 25,100 | 1,042 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Dakota Wealth Management | History | No change | 25,913 | 1,042 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Moors & Cabot, Inc. | History | No change | 25,777 | 1,037 | 0.04% | 0.04% | 172 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Summit Financial, LLC | History | No change | 25,703 | 1,034 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Global Investments | History | Reduced | 24,647 | 1,024 | 0.05% | 0.06% | 174 | -500 | -1.99% | Q3 2026 | Oct 28, 2026 |
| TORONTO DOMINION BANK | History | No change | 25,000 | 1,007 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockport Wealth LLC | History | Added to | 23,980 | 996 | 0.17% | 0.15% | 176 | +1,330 | 5.87% | Q3 2026 | Nov 03, 2026 |
| Oppenheimer & Close, LLC | History | No change | 24,255 | 975 | 0.62% | 0.62% | 177 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Schwallier Wealth Management LLC | History | No change | 24,114 | 970 | 0.61% | 0.61% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | Added to | 26,070 | 960 | 0.01% | 0.01% | 179 | +1,915 | 7.93% | Q3 2026 | Nov 04, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 23,481 | 944 | 0.04% | 0.04% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthTrust Axiom LLC | History | No change | 22,773 | 916 | 0.2% | 0.2% | 181 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 22,043 | 915 | 0.18% | 0.08% | 182 | +12,300 | 126.24% | Q3 2026 | Oct 16, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 22,615 | 909 | 0.07% | 0.07% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Continuum Advisory, LLC | History | No change | 22,300 | 897 | 0.07% | 0.07% | 184 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Accordant Advisory Group Inc | History | Added to | 21,407 | 889 | 0.56% | 0.56% | 185 | +742 | 3.59% | Q3 2026 | Oct 29, 2026 |
| Regal Investment Advisors LLC | History | No change | 22,064 | 887 | 0.05% | 0.05% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 21,990 | 884 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Castleview Partners, LLC | History | Added to | 20,816 | 864 | 0.38% | 0.35% | 188 | +1,158 | 5.89% | Q3 2026 | Oct 09, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 20,796 | 863 | 0.42% | 0.36% | 189 | +1,432 | 7.4% | Q3 2026 | Oct 08, 2026 |
| Cresset Asset Management, LLC | History | No change | 21,274 | 855 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLB&B Advisors, LLC | History | Added to | 20,500 | 851 | 0.03% | 0.03% | 191 | +500 | 2.5% | Q3 2026 | Oct 27, 2026 |
| Almanack Investment Partners, LLC. | History | Added to | 20,426 | 848 | 0.1% | 0.09% | 192 | +3,500 | 20.68% | Q3 2026 | Nov 03, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 21,055 | 847 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 20,961 | 843 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 20,280 | 842 | 0.46% | 0.41% | 195 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Nadler Financial Group, Inc. | History | No change | 20,260 | 841 | 0.07% | 0.07% | 196 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Vise Technologies, Inc. | History | Added to | 19,414 | 806 | 0.01% | 0.01% | 197 | +957 | 5.19% | Q3 2026 | Oct 28, 2026 |
| Midwest Financial Group LLC | History | Added to | 18,903 | 785 | 0.27% | 0.25% | 198 | +1,445 | 8.28% | Q3 2026 | Oct 15, 2026 |
| Root Financial Partners, LLC | History | Added to | 18,525 | 769 | 0.03% | 0.03% | 199 | +207 | 1.13% | Q3 2026 | Oct 21, 2026 |
| 4WEALTH ADVISORS, INC. | History | Reduced | 17,644 | 739 | 0.51% | 0.54% | 200 | -55 | -0.31% | Q3 2026 | Oct 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 18,162 | 730 | 0.01% | 0.01% | 201 | 0 | 0.0% | 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 |
| Astoria Portfolio Advisors LLC. | History | No change | 17,768 | 714 | 0.12% | 0.12% | 203 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| COMMERCE BANK | History | No change | 17,553 | 706 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| McAlvany Wealth Management LLC | History | No change | 16,980 | 705 | 0.43% | 0.51% | 205 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 17,490 | 704 | 0.03% | 0.03% | 206 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| XML Financial, LLC | History | Added to | 16,375 | 680 | 0.05% | 0.02% | 207 | +8,075 | 97.29% | Q3 2026 | Oct 29, 2026 |
| Kellett Wealth Advisors, LLC | History | Added to | 16,312 | 677 | 0.25% | 0.29% | 208 | +680 | 4.35% | Q3 2026 | Oct 14, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 16,164 | 671 | 0.15% | 0.17% | 209 | -1,846 | -10.25% | Q3 2026 | Oct 20, 2026 |
| Sandy Cove Advisors, LLC | History | No change | 16,500 | 663 | 0.17% | 0.17% | 210 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Rehmann Capital Advisory Group | History | No change | 16,400 | 659 | 0.03% | 0.03% | 211 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 16,334 | 657 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | No change | 16,003 | 643 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 15,971 | 642 | 0.06% | 0.06% | 214 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Forum Financial Management, LP | History | No change | 15,300 | 635 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Arax Advisory Partners | History | No change | 15,605 | 627 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| waypoint wealth counsel | History | No change | 15,000 | 623 | 0.36% | 0.38% | 217 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Independent Family Office, LLC | History | No change | 15,140 | 609 | 0.24% | 0.24% | 218 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CapitalatWork S.A. | History | No change | 15,045 | 605 | 0.02% | 0.02% | 219 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Strait & Sound Wealth Management LLC | History | No change | 15,022 | 604 | 0.21% | 0.21% | 220 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Summit Trail Advisors, LLC | History | No change | 15,000 | 603 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stenham Asset Management Ltd | History | No change | 15,000 | 603 | 0.43% | 0.43% | 222 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SteelPeak Wealth, LLC | History | New | 14,500 | 602 | 0.01% | — | 223 | +14,500 | New | Q3 2026 | Oct 16, 2026 |
| Verity Asset Management, Inc. | History | Added to | 14,482 | 601 | 0.23% | 0.19% | 224 | +2,087 | 16.84% | Q3 2026 | Oct 30, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 14,743 | 593 | 0.02% | 0.02% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cannon Financial Strategists, Inc. | History | No change | 14,282 | 593 | 0.07% | 0.07% | 226 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | History | No change | 14,125 | 586 | 0.04% | 0.04% | 227 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 14,050 | 583 | 0.0% | 0.0% | 228 | -160 | -1.13% | Q3 2026 | Oct 14, 2026 |
| Oxbow Advisors, LLC | History | No change | 14,306 | 575 | 0.05% | 0.05% | 229 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 13,667 | 567 | 0.21% | 0.2% | 230 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Daytona Street Capital LLC | History | No change | 13,666 | 566 | 0.4% | 0.41% | 231 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 13,328 | 553 | 0.02% | 0.07% | 232 | -28,575 | -68.19% | Q3 2026 | Nov 04, 2026 |
| MBL Wealth, LLC | History | No change | 13,235 | 549 | 0.03% | 0.04% | 233 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Madden Advisory Services, Inc. | History | No change | 13,557 | 545 | 0.2% | 0.2% | 234 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| North Forty Two & Co. | History | No change | 13,100 | 544 | 0.45% | 0.45% | 235 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| BFC Planning, Inc. | History | No change | 13,458 | 541 | 0.02% | 0.02% | 236 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 13,347 | 536 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Latitude Advisors, LLC | History | No change | 12,876 | 534 | 0.17% | 0.21% | 238 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 12,800 | 531 | 0.0% | 0.0% | 239 | +1,250 | 10.82% | Q3 2026 | Oct 27, 2026 |
| Veracity Capital LLC | History | Added to | 12,754 | 529 | 0.14% | 0.14% | 240 | +62 | 0.49% | Q3 2026 | Oct 08, 2026 |
| Ketron Financial | History | No change | 13,007 | 523 | 0.16% | 0.16% | 241 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 12,560 | 522 | 0.0% | 0.0% | 242 | +663 | 5.57% | Q3 2026 | Oct 26, 2026 |
| Old Port Advisors | History | No change | 12,461 | 517 | 0.1% | 0.1% | 243 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Total Wealth Planning & Management, Inc. | History | Reduced | 12,425 | 516 | 0.38% | 0.41% | 244 | -2,588 | -17.24% | Q3 2026 | Oct 23, 2026 |
| Mraz, Amerine & Associates, Inc. | History | No change | 12,291 | 510 | 0.08% | 0.07% | 245 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 12,000 | 498 | 0.02% | 0.02% | 246 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Tidal Investments LLC | History | No change | 12,169 | 489 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 12,056 | 485 | 0.03% | 0.03% | 248 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Graney & King, LLC | History | No change | 12,073 | 485 | 0.17% | 0.17% | 249 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CLG LLC | History | No change | 11,495 | 477 | 0.1% | 0.1% | 250 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 11,450 | 475 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 11,418 | 474 | 0.04% | 0.04% | 252 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| YHB Investment Advisors, Inc. | History | No change | 11,105 | 461 | 0.03% | 0.03% | 253 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Bison Wealth, LLC | History | New | 11,140 | 460 | 0.04% | — | 254 | +11,140 | New | Q3 2026 | Oct 13, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | Added to | 11,040 | 458 | 0.05% | 0.02% | 255 | +6,600 | 148.65% | Q3 2026 | Oct 30, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | No change | 10,701 | 444 | 0.06% | 0.06% | 256 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Richard C. Young & CO., LTD. | History | No change | 10,635 | 441 | 0.03% | 0.03% | 257 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Carmel Capital Partners, LLC | History | No change | 10,606 | 440 | 0.16% | 0.14% | 258 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| HUB Investment Partners, LLC | History | Added to | 10,571 | 439 | 0.01% | 0.01% | 259 | +3,023 | 40.05% | Q3 2026 | Nov 03, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 10,905 | 438 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Financial Sense Advisors, Inc. | History | No change | 10,851 | 436 | 0.09% | 0.09% | 261 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 10,440 | 433 | 0.0% | 0.0% | 262 | -89 | -0.85% | Q3 2026 | Oct 20, 2026 |
| WealthBridge Capital Management, LLC | History | No change | 10,358 | 430 | 0.08% | 0.08% | 263 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Reduced | 10,271 | 426 | 0.02% | 0.02% | 264 | -50 | -0.48% | Q3 2026 | Oct 23, 2026 |
| Maloon Powers Pitre Higgins & Dennehy, LLC | History | No change | 10,449 | 420 | 0.14% | 0.14% | 265 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Midwest Trust Co | History | No change | 10,085 | 418 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| MANCHESTER FINANCIAL INC | History | Added to | 10,062 | 417 | 0.07% | 0.07% | 267 | +576 | 6.07% | Q3 2026 | Oct 15, 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | History | No change | 10,370 | 417 | 0.04% | 0.04% | 268 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 10,000 | 415 | 0.02% | 0.02% | 269 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Bank of New York Mellon Corp | History | No change | 10,336 | 415 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Indie Asset Partners, LLC | History | No change | 10,068 | 405 | 0.39% | 0.39% | 271 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 10,000 | 402 | 0.03% | 0.03% | 272 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | No change | 8,645 | 395 | 0.06% | 0.06% | 273 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| M&T BANK CORP | History | No change | 9,570 | 385 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Philip James Wealth Mangement, LLC | History | No change | 9,275 | 385 | 0.04% | 0.04% | 275 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Crown Wealth Group, LLC | History | No change | 9,183 | 381 | 0.09% | 0.09% | 276 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Covenant Asset Management, LLC | History | No change | 9,164 | 380 | 0.05% | 0.06% | 277 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| CAMDEN NATIONAL BANK | History | Added to | 9,109 | 378 | 0.05% | 0.05% | 279 | +67 | 0.74% | Q3 2026 | Nov 02, 2026 |
| RFG Advisory, LLC | History | No change | 9,100 | 378 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Principle Wealth Partners LLC | History | Added to | 8,972 | 372 | 0.02% | 0.01% | 282 | +1,672 | 22.9% | Q3 2026 | Nov 02, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 9,262 | 372 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EP Wealth Advisors, LLC | History | No change | 9,261 | 372 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 8,845 | 367 | 0.01% | 0.01% | 283 | +500 | 5.99% | Q3 2026 | Oct 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 8,818 | 366 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Clarity Financial LLC | History | No change | 9,000 | 362 | 0.03% | 0.03% | 285 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Procyon Advisors, LLC | History | Added to | 8,644 | 359 | 0.02% | 0.01% | 286 | +3,617 | 71.95% | Q3 2026 | Oct 21, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 8,703 | 350 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | No change | 8,750 | 349 | 0.34% | 0.34% | 288 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 8,569 | 344 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 8,539 | 343 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Simmons Bank | History | No change | 8,516 | 342 | 0.02% | 0.02% | 291 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 8,486 | 341 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 8,474 | 340 | 0.02% | 0.02% | 293 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Northern Capital Management, Inc. | History | No change | 8,380 | 337 | 0.14% | 0.14% | 294 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | History | No change | 8,073 | 335 | 0.12% | 0.11% | 295 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Paradigm Capital Management, LLC/NV | History | No change | 8,145 | 328 | 0.28% | 0.28% | 296 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fermata Advisors, LLC | History | Reduced | 7,862 | 326 | 0.06% | 0.07% | 297 | -628 | -7.4% | Q3 2026 | Oct 09, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 8,030 | 323 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | No change | 8,000 | 321 | 0.1% | 0.1% | 299 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 7,921 | 318 | 0.02% | 0.02% | 300 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |