Capital Group New Geography Equity ETF - CGNG
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 8,814,822 | 330,203 | 0.07% | 0.06% | 1 | +1,781,205 | 25.32% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 5,377,346 | 201,435 | 0.05% | 0.03% | 2 | +1,983,506 | 58.44% | Q2 2026 | Aug 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 4,074,362 | 152,625 | 0.08% | 0.06% | 3 | +920,568 | 29.19% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,880,847 | 145,376 | 0.02% | 0.01% | 4 | +2,328,952 | 150.07% | Q2 2026 | Aug 14, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 3,657,623 | 137,014 | 1.93% | 1.7% | 5 | +462,690 | 14.48% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,304,930 | 123,802 | 0.03% | 0.03% | 6 | +491,701 | 17.48% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 2,875,984 | 107,734 | 0.1% | 0.08% | 7 | +475,889 | 19.83% | Q2 2026 | Aug 12, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 1,578,663 | 59,134 | 0.54% | 0.42% | 8 | +237,296 | 17.69% | Q2 2026 | Jul 24, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,481,536 | 55,498 | 0.0% | 0.0% | 9 | +178,745 | 13.72% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,120,083 | 41,958 | 0.01% | 0.01% | 10 | +72,073 | 6.88% | Q2 2026 | Aug 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,076,909 | 40,340 | 0.05% | 0.04% | 11 | +245,973 | 29.6% | Q2 2026 | Jul 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,065,080 | 39,900 | 0.05% | 0.04% | 12 | +289,674 | 37.36% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 956,911 | 35,845 | 0.07% | 0.05% | 13 | +372,446 | 63.72% | Q2 2026 | Aug 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 926,273 | 33,808 | 0.01% | 0.01% | 14 | +351,707 | 61.21% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 795,666 | 29,805 | 0.09% | 0.08% | 15 | +76,473 | 10.63% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 769,367 | 28,820 | 0.02% | 0.01% | 16 | +359,422 | 87.68% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 751,258 | 28,142 | 0.0% | 0.0% | 17 | +138,435 | 22.59% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 722,533 | 27,066 | 0.04% | 0.04% | 18 | +7,311 | 1.02% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Added to | 669,558 | 25,081 | 0.0% | 0.0% | 19 | +112,879 | 20.28% | Q2 2026 | Aug 13, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 663,785 | 24,863 | 0.71% | 0.63% | 20 | +150,877 | 29.42% | Q2 2026 | Jul 22, 2026 |
| Garrett Wealth Advisory Group, LLC | History | Added to | 628,204 | 23,532 | 3.62% | 3.38% | 21 | +26,478 | 4.4% | Q2 2026 | Aug 04, 2026 |
| ASSETMARK, INC | History | Added to | 621,294 | 23,273 | 0.04% | 0.03% | 22 | +195,412 | 45.88% | Q2 2026 | Jul 30, 2026 |
| Waverly Advisors, LLC | History | Reduced | 558,863 | 20,935 | 0.12% | 0.13% | 23 | -323 | -0.06% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 557,268 | 20,875 | 0.13% | 0.12% | 24 | +27,545 | 5.2% | Q2 2026 | Jul 20, 2026 |
| Capital Analysts, LLC | History | Added to | 519,389 | 19,456 | 0.45% | 0.37% | 25 | +77,730 | 17.6% | Q2 2026 | Aug 05, 2026 |
| PETREDIS INVESTMENT ADVISORS LLC | History | Added to | 513,997 | 19,254 | 1.3% | 1.29% | 26 | +12,694 | 2.53% | Q2 2026 | Jul 20, 2026 |
| Baird Financial Group, Inc. | History | Added to | 508,549 | 19,050 | 0.03% | 0.02% | 27 | +119,487 | 30.71% | Q2 2026 | Aug 12, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 499,265 | 18,702 | 2.09% | 1.89% | 28 | +17,146 | 3.56% | Q2 2026 | Jul 16, 2026 |
| Janney Montgomery Scott LLC | History | New | 484,885 | 18,164 | 0.04% | — | 29 | +484,885 | New | Q2 2026 | Aug 05, 2026 |
| Presper Financial Architects, LLC | History | Added to | 473,897 | 17,752 | 9.26% | 8.89% | 30 | +202 | 0.04% | Q2 2026 | Aug 11, 2026 |
| &PARTNERS | History | Added to | 461,393 | 17,326 | 0.07% | 0.05% | 31 | +170,887 | 58.82% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 400,232 | 14,993 | 0.03% | 0.03% | 32 | +16,190 | 4.22% | Q2 2026 | Jul 27, 2026 |
| Private Advisor Group, LLC | History | Added to | 364,909 | 13,669 | 0.06% | 0.05% | 33 | +36,048 | 10.96% | Q2 2026 | Jul 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 337,820 | 12,404 | 0.02% | 0.03% | 34 | -79,317 | -19.01% | Q2 2026 | Jul 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 309,207 | 11,582 | 0.05% | 0.05% | 35 | +2,897 | 0.95% | Q2 2026 | Aug 18, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 307,935 | 11,535 | 0.1% | 0.09% | 36 | +59,861 | 24.13% | Q2 2026 | Jul 27, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 305,557 | 11,446 | 0.02% | 0.01% | 37 | +52,347 | 20.67% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 300,495 | 11,256 | 0.01% | 0.0% | 38 | +202,541 | 206.77% | Q2 2026 | Aug 05, 2026 |
| SilverOak Wealth Management LLC | History | Added to | 300,157 | 11,243 | 1.45% | 1.49% | 39 | +2,609 | 0.88% | Q2 2026 | Jul 29, 2026 |
| Compton Financial Group, LLC | History | Added to | 288,762 | 10,817 | 2.08% | 0.6% | 40 | +202,952 | 236.51% | Q2 2026 | Aug 12, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 281,070 | 10,528 | 1.02% | 0.94% | 41 | +20,064 | 7.69% | Q2 2026 | Jul 31, 2026 |
| STEPHENS INC /AR/ | History | Added to | 265,986 | 9,963 | 0.11% | 0.09% | 42 | +29,795 | 12.61% | Q2 2026 | Jul 29, 2026 |
| Sentinel Advisory Group, LLC | History | Added to | 251,196 | 9,409 | 3.84% | 3.75% | 43 | +7,657 | 3.14% | Q2 2026 | Jul 23, 2026 |
| LINCOLN CAPITAL CORP | History | Added to | 242,499 | 9,084 | 2.95% | 2.74% | 44 | +6,917 | 2.94% | Q2 2026 | Jul 16, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 236,331 | 8,852 | 0.01% | 0.01% | 45 | +14,970 | 6.76% | Q2 2026 | Jul 28, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 235,595 | 8,825 | 0.07% | 0.06% | 46 | +21,205 | 9.89% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 226,605 | 8,488 | 0.01% | 0.01% | 47 | +96,326 | 73.94% | Q2 2026 | Aug 14, 2026 |
| Armor Investment Advisors, LLC | History | Added to | 224,769 | 8,419 | 2.7% | 2.48% | 48 | +6,714 | 3.08% | Q2 2026 | Aug 04, 2026 |
| Atria Investments, Inc | History | Added to | 204,064 | 7,644 | 0.08% | 0.06% | 49 | +33,081 | 19.35% | Q2 2026 | Jul 28, 2026 |
| EWA, LLC | History | Added to | 201,323 | 7,541 | 1.38% | 1.32% | 50 | +16,318 | 8.82% | Q2 2026 | Jul 14, 2026 |
| Souders Financial Advisors | History | Added to | 200,363 | 7,505 | 0.75% | 0.68% | 51 | +10,453 | 5.5% | Q2 2026 | Aug 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 199,428 | 7,470 | 0.04% | 0.03% | 52 | +3,679 | 1.88% | Q2 2026 | Aug 13, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 199,059 | 7,456 | 0.37% | 0.38% | 53 | -21,470 | -9.74% | Q2 2026 | Jul 24, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 189,312 | 7,091 | 0.07% | 0.06% | 54 | +28,268 | 17.55% | Q2 2026 | Aug 14, 2026 |
| Ergawealth Advisors, Inc. | History | Added to | 176,253 | 6,602 | 2.56% | 2.43% | 55 | +2,274 | 1.31% | Q2 2026 | Aug 07, 2026 |
| Code Waechter LLC | History | Added to | 168,168 | 6,299 | 3.26% | 2.97% | 56 | +9,929 | 6.27% | Q2 2026 | Jul 31, 2026 |
| Eagle Bay Advisors LLC | History | Reduced | 150,172 | 5,625 | 4.21% | 4.22% | 57 | -1,479 | -0.98% | Q2 2026 | Aug 03, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 146,573 | 5,490 | 1.04% | 0.91% | 58 | +19,164 | 15.04% | Q2 2026 | Jul 31, 2026 |
| NewCorp Financial Services, Inc. | History | Added to | 144,155 | 5,400 | 4.13% | 3.75% | 59 | +7,235 | 5.28% | Q2 2026 | Aug 03, 2026 |
| GTS SECURITIES LLC | History | Added to | 140,988 | 5,281 | 0.11% | 0.09% | 60 | +59,211 | 72.41% | Q2 2026 | Aug 14, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 136,529 | 5,114 | 0.06% | 0.05% | 61 | +9,539 | 7.51% | Q2 2026 | Aug 14, 2026 |
| Valmark Advisers, Inc. | History | Added to | 135,950 | 5,092 | 0.05% | 0.02% | 62 | +83,107 | 157.27% | Q2 2026 | Aug 06, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 129,957 | 4,868 | 0.06% | 0.06% | 63 | +14,949 | 13.0% | Q2 2026 | Aug 05, 2026 |
| CRA Financial Services, LLC | History | Added to | 129,750 | 4,860 | 0.56% | 0.51% | 64 | +6,102 | 4.93% | Q2 2026 | Jul 24, 2026 |
| Lantz Financial LLC | History | Added to | 127,387 | 4,771 | 0.87% | 0.72% | 65 | +17,219 | 15.63% | Q2 2026 | Jul 09, 2026 |
| Strategic Blueprint, LLC | History | Added to | 124,113 | 4,649 | 0.23% | 0.22% | 66 | +1,644 | 1.34% | Q2 2026 | Jul 23, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 123,917 | 4,641 | 0.01% | 0.01% | 67 | +10,475 | 9.23% | Q2 2026 | Jul 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 121,511 | 4,551 | 0.06% | 0.05% | 68 | +11,381 | 10.33% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 120,567 | 4,516 | 0.0% | 0.0% | 69 | -105,413 | -46.65% | Q2 2026 | Aug 14, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 120,375 | 4,509 | 1.39% | 2.01% | 70 | -50,889 | -29.71% | Q2 2026 | Jul 14, 2026 |
| NavPoint Financial, Inc. | History | Added to | 116,229 | 4,353 | 1.61% | 1.25% | 71 | +17,909 | 18.22% | Q2 2026 | Jul 23, 2026 |
| Equity Wealth Partners, LLC | History | New | 114,173 | 4,276 | 1.54% | — | 72 | +114,173 | New | Q2 2026 | Jul 27, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 114,045 | 4,272 | 0.04% | 0.03% | 73 | +44,260 | 63.42% | Q2 2026 | Jul 27, 2026 |
| Mutual Advisors, LLC | History | Added to | 110,632 | 4,144 | 0.08% | 0.04% | 74 | +57,944 | 109.98% | Q2 2026 | Aug 14, 2026 |
| DMKC Advisory Services, LLC | History | New | 110,126 | 4,125 | 0.78% | — | 75 | +110,126 | New | Q2 2026 | Jul 07, 2026 |
| Continuum Advisory, LLC | History | New | 109,227 | 4,091 | 0.33% | — | 76 | +109,227 | New | Q2 2026 | Aug 06, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 108,734 | 4,073 | 0.31% | 0.2% | 77 | +30,590 | 39.15% | Q2 2026 | Jul 06, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 102,713 | 3,847 | 0.04% | 0.03% | 78 | +11,475 | 12.58% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | Added to | 98,233 | 3,679 | 0.02% | 0.0% | 79 | +98,032 | 48772.14% | Q2 2026 | Aug 10, 2026 |
| Western Wealth Management, LLC | History | Reduced | 97,959 | 3,669 | 0.12% | 0.13% | 80 | -6,639 | -6.35% | Q2 2026 | Aug 14, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 97,307 | 3,645 | 0.24% | 0.23% | 81 | +4,582 | 4.94% | Q2 2026 | Aug 14, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 94,442 | 3,537 | 0.21% | 0.1% | 82 | +14,034 | 17.45% | Q2 2026 | Aug 04, 2026 |
| Smartleaf Asset Management LLC | History | No change | 95,741 | 3,534 | 0.11% | 0.1% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 91,044 | 3,410 | 0.16% | 0.14% | 84 | +4,108 | 4.73% | Q2 2026 | Jul 23, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 89,363 | 3,347 | 0.02% | 0.02% | 85 | +17,342 | 24.08% | Q2 2026 | Sep 08, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 87,601 | 3,281 | 0.02% | 0.01% | 86 | +30,644 | 53.8% | Q2 2026 | Jul 20, 2026 |
| Evergreen Wealth Partners LLC | History | Added to | 87,573 | 3,280 | 1.97% | 1.19% | 87 | +38,333 | 77.85% | Q2 2026 | Aug 11, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 87,453 | 3,276 | 0.17% | 0.15% | 88 | +8,572 | 10.87% | Q2 2026 | Jul 31, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 85,378 | 3,198 | 0.04% | 0.05% | 89 | -24,329 | -22.18% | Q2 2026 | Aug 18, 2026 |
| Armstrong, Fleming & Moore, Inc | History | Reduced | 85,002 | 3,184 | 1.05% | 1.17% | 90 | -2,517 | -2.88% | Q2 2026 | Jul 28, 2026 |
| Selby Wealth Management, LLC | History | Added to | 81,448 | 3,051 | 1.08% | 0.92% | 91 | +7,242 | 9.76% | Q2 2026 | Jul 09, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | Reduced | 78,854 | 2,953 | 1.99% | 2.16% | 92 | -8,625 | -9.86% | Q2 2026 | Jul 13, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | Added to | 78,681 | 2,947 | 1.12% | 0.85% | 93 | +16,184 | 25.9% | Q2 2026 | Jul 30, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Added to | 73,574 | 2,756 | 0.33% | 0.26% | 94 | +13,350 | 22.17% | Q2 2026 | Jul 09, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 72,298 | 2,708 | 0.1% | 0.12% | 95 | +2,000 | 2.85% | Q2 2026 | Aug 06, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 68,880 | 2,580 | 0.17% | 0.13% | 96 | +14,875 | 27.54% | Q2 2026 | Jul 27, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 66,283 | 2,482 | 0.05% | 0.04% | 97 | +15,937 | 31.65% | Q2 2026 | Jul 15, 2026 |
| Boyer Financial Services, Inc. | History | Added to | 68,401 | 2,472 | 2.09% | 2.07% | 98 | +6,607 | 10.69% | Q2 2026 | Jul 17, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 77,191 | 2,436 | 0.06% | 0.06% | 99 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 64,491 | 2,415 | 0.59% | 0.55% | 100 | +4,901 | 8.22% | Q2 2026 | Jul 30, 2026 |
| McNamara Financial Services, Inc. | History | Added to | 63,070 | 2,362 | 0.41% | 0.34% | 101 | +6,229 | 10.96% | Q2 2026 | Jul 22, 2026 |
| RFG Advisory, LLC | History | Added to | 63,039 | 2,361 | 0.04% | 0.01% | 102 | +44,069 | 232.31% | Q2 2026 | Jul 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 59,077 | 2,213 | 0.05% | 0.05% | 103 | +1,496 | 2.6% | Q2 2026 | Jul 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 58,389 | 2,187 | 0.03% | 0.02% | 104 | +10,270 | 21.34% | Q2 2026 | Aug 04, 2026 |
| Cypress Point Wealth Management, LLC | History | Added to | 57,930 | 2,170 | 0.44% | 0.35% | 105 | +6,549 | 12.75% | Q2 2026 | Jul 17, 2026 |
| BFSG, LLC | History | Added to | 56,935 | 2,132 | 0.19% | 0.16% | 106 | +4,393 | 8.36% | Q2 2026 | Jul 20, 2026 |
| Mendel Money Management | History | Added to | 56,185 | 2,104 | 0.77% | 0.64% | 107 | +7,931 | 16.44% | Q2 2026 | Jul 30, 2026 |
| Stablepoint Partners, LLC | History | Added to | 52,905 | 1,981 | 0.27% | 0.24% | 108 | +2,322 | 4.59% | Q2 2026 | Jul 09, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Added to | 49,654 | 1,860 | 0.5% | 0.44% | 109 | +1,746 | 3.64% | Q2 2026 | Jul 15, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 48,366 | 1,811 | 0.01% | 0.01% | 110 | -1,913 | -3.8% | Q2 2026 | Aug 17, 2026 |
| Beta Wealth Group, Inc. | History | Reduced | 48,113 | 1,802 | 0.68% | 0.66% | 111 | -2,487 | -4.92% | Q2 2026 | Jul 24, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | Added to | 47,968 | 1,796 | 0.78% | 0.57% | 112 | +9,979 | 26.27% | Q2 2026 | Jul 09, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 46,483 | 1,741 | 0.11% | 0.11% | 113 | -470 | -1.0% | Q2 2026 | Aug 07, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 45,874 | 1,718 | 0.03% | 0.01% | 114 | +24,425 | 113.87% | Q2 2026 | Aug 03, 2026 |
| PFG Advisors | History | Added to | 44,640 | 1,672 | 0.08% | 0.05% | 115 | +10,880 | 32.23% | Q2 2026 | Jul 16, 2026 |
| Pines Wealth Management, LLC | History | Reduced | 44,294 | 1,659 | 0.48% | 0.46% | 116 | -401 | -0.9% | Q2 2026 | Jul 22, 2026 |
| Global Retirement Partners, LLC | History | New | 44,084 | 1,651 | 0.03% | — | 117 | +44,084 | New | Q2 2026 | Aug 06, 2026 |
| IFG Advisory, LLC | History | New | 43,282 | 1,621 | 0.06% | — | 118 | +43,282 | New | Q2 2026 | Aug 13, 2026 |
| Venture Visionary Partners LLC | History | Added to | 42,967 | 1,609 | 0.04% | 0.03% | 119 | +11,701 | 37.42% | Q2 2026 | Jul 27, 2026 |
| Claro Advisors Inc. | History | Added to | 42,703 | 1,599 | 0.17% | 0.15% | 120 | +2,705 | 6.76% | Q2 2026 | Jul 30, 2026 |
| IHT Wealth Management, LLC | History | Added to | 41,451 | 1,552 | 0.03% | 0.03% | 121 | +968 | 2.39% | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 41,437 | 1,551 | 0.02% | 0.02% | 122 | +5,385 | 14.94% | Q2 2026 | Aug 10, 2026 |
| Advisory Services Network, LLC | History | Added to | 40,958 | 1,534 | 0.02% | 0.02% | 123 | +3,684 | 9.88% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | Reduced | 37,702 | 1,412 | 0.0% | 0.0% | 124 | -7,536 | -16.66% | Q2 2026 | Aug 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 35,064 | 1,313 | 0.01% | — | 125 | +35,064 | New | Q2 2026 | Jul 20, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 34,350 | 1,286 | 0.04% | 0.03% | 126 | +142 | 0.42% | Q2 2026 | Jul 07, 2026 |
| LongView Wealth Management | History | Reduced | 34,193 | 1,280 | 0.33% | 0.35% | 127 | -6,483 | -15.94% | Q2 2026 | Jul 17, 2026 |
| Intrinsic Value Partners, LLC | History | Added to | 33,055 | 1,238 | 0.85% | 0.76% | 128 | +1,605 | 5.1% | Q2 2026 | Jul 14, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Added to | 32,080 | 1,201 | 0.66% | 0.57% | 129 | +950 | 3.05% | Q2 2026 | Jul 24, 2026 |
| Hopwood Nicholas Hunter | History | Added to | 31,320 | 1,173 | 0.32% | 0.3% | 130 | +1,023 | 3.38% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 31,015 | 1,161 | 0.05% | 0.03% | 131 | +12,440 | 66.97% | Q2 2026 | Jul 22, 2026 |
| BlueChip Wealth Advisors LLC | History | Added to | 30,229 | 1,132 | 0.43% | 0.42% | 132 | +165 | 0.55% | Q2 2026 | Jul 30, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 29,551 | 1,106 | 0.02% | 0.01% | 133 | +11,424 | 63.02% | Q2 2026 | Aug 06, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 29,340 | 1,099 | 0.13% | 0.13% | 134 | -346 | -1.17% | Q2 2026 | Aug 11, 2026 |
| Beckerman Institutional, LLC | History | Added to | 29,101 | 1,090 | 0.52% | 0.34% | 135 | +8,780 | 43.21% | Q2 2026 | Aug 11, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | Added to | 28,941 | 1,084 | 0.46% | 0.69% | 136 | +1,236 | 4.46% | Q2 2026 | Jul 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 28,594 | 1,071 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lodestone Wealth Management LLC | History | Reduced | 28,494 | 1,067 | 0.38% | 0.44% | 138 | -6,777 | -19.21% | Q2 2026 | Jul 23, 2026 |
| HB Wealth Management, LLC | History | New | 28,175 | 1,055 | 0.01% | — | 139 | +28,175 | New | Q2 2026 | Jul 29, 2026 |
| Vise Technologies, Inc. | History | New | 27,862 | 1,043 | 0.01% | — | 140 | +27,862 | New | Q2 2026 | Aug 10, 2026 |
| Sovran Advisors, LLC | History | Added to | 29,734 | 1,037 | 0.08% | 0.04% | 141 | +14,545 | 95.76% | Q2 2026 | Jul 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 27,596 | 1,033 | 0.01% | 0.0% | 142 | +23,864 | 639.44% | Q2 2026 | Jul 17, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 26,362 | 987 | 0.08% | 0.08% | 143 | +2,724 | 11.52% | Q2 2026 | Aug 04, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 26,362 | 987 | 0.11% | 0.11% | 144 | +2,724 | 11.52% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 26,295 | 985 | 0.06% | 0.03% | 145 | +11,876 | 82.36% | Q2 2026 | Jul 23, 2026 |
| Transcendent Capital Group LLC | History | Added to | 26,272 | 984 | 0.38% | 0.3% | 146 | +5,279 | 25.15% | Q2 2026 | Aug 05, 2026 |
| Michael Brady & Co., LLC | History | Added to | 25,915 | 970 | 0.86% | 0.74% | 147 | +2,661 | 11.44% | Q2 2026 | Aug 13, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 25,569 | 957 | 0.03% | 0.03% | 148 | +3,557 | 16.16% | Q2 2026 | Aug 05, 2026 |
| Heritage Wealth Management, Inc. | History | Added to | 25,381 | 950 | 0.24% | 0.35% | 149 | +3,223 | 14.55% | Q2 2026 | Jul 28, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 25,096 | 940 | 0.23% | 0.23% | 150 | -224 | -0.88% | Q2 2026 | Aug 14, 2026 |
| Clearview Wealth Management LLC | History | Reduced | 25,031 | 937 | 0.6% | 0.57% | 151 | -412 | -1.62% | Q2 2026 | Jul 13, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 24,878 | 931 | 0.05% | 0.04% | 152 | +4,932 | 24.73% | Q2 2026 | Jul 27, 2026 |
| Security Financial Services, INC. | History | Added to | 24,777 | 928 | 0.13% | 0.08% | 153 | +8,383 | 51.13% | Q2 2026 | Jul 15, 2026 |
| ERn Financial, LLC | History | Added to | 24,741 | 926 | 0.15% | 0.11% | 154 | +6,952 | 39.08% | Q2 2026 | Jul 23, 2026 |
| QUANTUM FINANCIAL PARTNERS LLC | History | New | 23,515 | 880 | 0.45% | — | 155 | +23,515 | New | Q2 2026 | Jul 20, 2026 |
| TOWLE & CO | History | Added to | 23,463 | 878 | 0.3% | 0.18% | 156 | +8,919 | 61.32% | Q2 2026 | Aug 11, 2026 |
| Ameritas Advisory Services, LLC | History | New | 22,073 | 826 | 0.02% | — | 157 | +22,073 | New | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | Added to | 26,116 | 825 | 0.01% | 0.01% | 158 | +181 | 0.7% | Q2 2026 | Aug 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 21,369 | 800 | 0.01% | 0.01% | 159 | -290 | -1.34% | Q2 2026 | Jul 14, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 20,896 | 782 | 0.13% | 0.11% | 160 | +6,538 | 45.54% | Q2 2026 | Aug 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 20,667 | 774 | 0.0% | — | 161 | +20,667 | New | Q2 2026 | Aug 14, 2026 |
| Nova R Wealth, Inc. | History | Added to | 20,358 | 762 | 0.22% | 0.2% | 162 | +409 | 2.05% | Q2 2026 | Jul 17, 2026 |
| Saxony Capital Management, LLC | History | Added to | 20,178 | 755 | 0.35% | 0.36% | 163 | +577 | 2.94% | Q2 2026 | Jul 15, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | Added to | 19,812 | 742 | 0.35% | 0.15% | 164 | +11,217 | 130.51% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | Added to | 19,524 | 731 | 0.0% | 0.0% | 165 | +3,086 | 18.77% | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 19,378 | 725 | 0.05% | 0.03% | 166 | +8,815 | 83.45% | Q2 2026 | Aug 14, 2026 |
| BNB Wealth Management, LLC | History | Added to | 19,286 | 722 | 0.39% | 0.31% | 167 | +4,010 | 26.25% | Q2 2026 | Aug 12, 2026 |
| SITTNER & NELSON, LLC | History | Added to | 18,698 | 700 | 0.22% | 0.11% | 168 | +8,830 | 89.48% | Q2 2026 | Aug 07, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 18,096 | 677 | 0.01% | 0.01% | 169 | +8,376 | 86.17% | Q2 2026 | Jul 20, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 18,033 | 675 | 0.0% | 0.0% | 170 | -175 | -0.96% | Q2 2026 | Aug 13, 2026 |
| KINTRA WEALTH, LLC | History | New | 17,630 | 650 | 0.03% | — | 171 | +17,630 | New | Q2 2026 | Aug 14, 2026 |
| Financial Partners Group, Inc | History | Added to | 17,226 | 645 | 0.07% | 0.06% | 172 | +1,270 | 7.96% | Q2 2026 | Jul 23, 2026 |
| Vantus Wealth LLC | History | New | 16,983 | 636 | 0.34% | — | 173 | +16,983 | New | Q2 2026 | Aug 07, 2026 |
| William Mack & Associates, Inc. | History | Added to | 16,907 | 633 | 0.22% | 0.14% | 174 | +9,025 | 114.5% | Q2 2026 | Jul 10, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 16,350 | 612 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Diversify Advisory Services, LLC | History | New | 17,182 | 605 | 0.01% | — | 177 | +17,182 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 17,182 | 605 | 0.01% | 0.01% | 176 | +577 | 3.47% | Q2 2026 | Jul 29, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 15,821 | 592 | 0.04% | 0.04% | 178 | +1,082 | 7.34% | Q2 2026 | Jul 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 15,524 | 581 | 0.0% | — | 179 | +15,524 | New | Q2 2026 | Aug 14, 2026 |
| Junk Investment Group, LLC | History | Added to | 15,291 | 572 | 0.25% | 0.22% | 180 | +1,763 | 13.03% | Q2 2026 | Jul 29, 2026 |
| Prospera Financial Services Inc | History | Added to | 15,110 | 566 | 0.01% | 0.01% | 181 | +3,731 | 32.79% | Q2 2026 | Jul 15, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 15,091 | 565 | 0.26% | 0.17% | 182 | +4,705 | 45.3% | Q2 2026 | Jul 28, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Added to | 14,880 | 557 | 0.14% | 0.08% | 183 | +6,268 | 72.78% | Q2 2026 | Jul 23, 2026 |
| Betterment LLC | History | Added to | 14,733 | 552 | 0.0% | 0.0% | 184 | +7,736 | 110.56% | Q2 2026 | Aug 14, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 14,420 | 540 | 0.01% | 0.0% | 185 | +5,487 | 61.42% | Q2 2026 | Jul 22, 2026 |
| Regal Investment Advisors LLC | History | Added to | 14,119 | 528 | 0.03% | 0.02% | 186 | +2,736 | 24.04% | Q2 2026 | Aug 14, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | New | 13,970 | 510 | 0.06% | — | 187 | +13,970 | New | Q2 2026 | Jul 07, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 13,606 | 509 | 0.42% | 0.25% | 188 | +5,374 | 65.28% | Q2 2026 | Aug 06, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 12,987 | 486 | 0.1% | 0.09% | 189 | +1,002 | 8.36% | Q2 2026 | Jul 22, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | New | 12,700 | 474 | 0.05% | — | 190 | +12,700 | New | Q2 2026 | Jul 23, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 12,245 | 458 | 0.02% | — | 191 | +12,245 | New | Q2 2026 | Jul 22, 2026 |
| Capital Investment Management, Inc. | History | Added to | 12,189 | 456 | 0.14% | 0.13% | 192 | +349 | 2.95% | Q2 2026 | Jul 15, 2026 |
| Main Line Retirement Advisors, LLC | History | No change | 12,026 | 450 | 0.21% | 0.19% | 193 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Merited Wealth, LLC | History | Reduced | 11,506 | 431 | 0.3% | 0.84% | 194 | -20,754 | -64.33% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | New | 10,519 | 394 | 0.0% | — | 195 | +10,519 | New | Q2 2026 | Aug 13, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 10,315 | 386 | 0.03% | 0.02% | 196 | +2,745 | 36.26% | Q2 2026 | Aug 14, 2026 |
| Balboa Wealth Partners | History | Added to | 9,344 | 350 | 0.05% | 0.04% | 197 | +2,271 | 32.11% | Q2 2026 | Aug 10, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | Added to | 9,097 | 340 | 0.04% | 0.04% | 198 | +150 | 1.68% | Q2 2026 | Jul 09, 2026 |
| Spire Wealth Management | History | No change | 8,962 | 335 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 8,922 | 334 | 0.0% | 0.0% | 200 | +1,521 | 20.55% | Q2 2026 | Aug 05, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 8,911 | 333 | 0.02% | — | 201 | +8,911 | New | Q2 2026 | Aug 07, 2026 |
| MCF Advisors LLC | History | No change | 8,613 | 322 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 8,364 | 313 | 0.03% | 0.01% | 203 | +3,333 | 66.25% | Q2 2026 | Jul 28, 2026 |
| Visionary Wealth Advisors | History | Added to | 7,530 | 282 | 0.01% | 0.01% | 204 | +355 | 4.95% | Q2 2026 | Aug 13, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | New | 7,423 | 278 | 0.09% | — | 205 | +7,423 | New | Q2 2026 | Aug 13, 2026 |
| Tradition Wealth Management, LLC | History | No change | 7,155 | 268 | 0.02% | 0.02% | 206 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sigma Planning Corp | History | New | 6,995 | 262 | 0.01% | — | 207 | +6,995 | New | Q2 2026 | Aug 07, 2026 |
| SMITH, MOORE & CO. | History | New | 6,593 | 246 | 0.02% | — | 208 | +6,593 | New | Q2 2026 | Aug 12, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | No change | 6,359 | 238 | 0.07% | 0.07% | 209 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Realta Investment Advisors | History | New | 6,316 | 236 | 0.07% | — | 210 | +6,316 | New | Q2 2026 | Jul 20, 2026 |
| NWF Advisory Services Inc. | History | New | 6,112 | 228 | 0.02% | — | 211 | +6,112 | New | Q2 2026 | Jul 29, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | Reduced | 5,950 | 222 | 0.11% | 0.2% | 212 | -2,431 | -29.01% | Q2 2026 | Aug 12, 2026 |
| GWN SECURITIES INC. | History | New | 5,908 | 221 | 0.04% | — | 213 | +5,908 | New | Q2 2026 | Aug 05, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 5,906 | 221 | 0.01% | — | 214 | +5,906 | New | Q2 2026 | Aug 14, 2026 |
| FOCUSED ALPHA, LLC | History | New | 5,836 | 218 | 0.06% | — | 215 | +5,836 | New | Q2 2026 | Aug 07, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | New | 5,573 | 208 | 0.07% | — | 216 | +5,573 | New | Q2 2026 | Jul 28, 2026 |
| CLG LLC | History | New | 5,535 | 207 | 0.05% | — | 217 | +5,535 | New | Q2 2026 | Jul 16, 2026 |
| LANDAAS & CO /WI /ADV | History | New | 5,400 | 202 | 0.04% | — | 218 | +5,400 | New | Q2 2026 | Jul 21, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 5,172 | 190 | 0.0% | 0.0% | 219 | +4,045 | 358.92% | Q2 2026 | Aug 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 5,012 | 188 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,266 | 84 | 0.0% | 0.0% | 221 | +15 | 0.67% | Q2 2026 | Jul 24, 2026 |
| Richardson Capital Management LLC | History | No change | 2,100 | 78 | 0.03% | 0.03% | 222 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Colonial Trust Co / SC | History | New | 1,622 | 59 | 0.01% | — | 223 | +1,622 | New | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | Added to | 1,512 | 56 | 0.0% | 0.0% | 224 | +764 | 102.14% | Q2 2026 | Jul 20, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,431 | 53 | 0.0% | 0.0% | 225 | +1,398 | 4236.36% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Added to | 1,080 | 40 | 0.0% | 0.0% | 226 | +530 | 96.36% | Q2 2026 | Aug 13, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 800 | 29 | 0.02% | — | 228 | +800 | New | Q2 2026 | Aug 13, 2026 |
| Rossby Financial, LCC | History | Added to | 798 | 29 | 0.01% | 0.0% | 227 | +320 | 66.95% | Q2 2026 | Aug 04, 2026 |
| Cape Investment Advisory, Inc. | History | New | 632 | 23 | 0.01% | — | 229 | +632 | New | Q2 2026 | Jul 23, 2026 |
| Allworth Financial LP | History | No change | 574 | 21 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 503 | 18 | 0.0% | 0.0% | 231 | +444 | 752.54% | Q2 2026 | Aug 07, 2026 |
| Financial Perspectives, Inc | History | No change | 422 | 15 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| US BANCORP \DE\ | History | New | 374 | 14 | 0.0% | — | 233 | +374 | New | Q2 2026 | Aug 12, 2026 |
| Signature Equity Partners, LLC | History | Added to | 295 | 11 | 0.01% | 0.0% | 234 | +149 | 102.05% | Q2 2026 | Jul 30, 2026 |
| Vision Retirement, LLC | History | New | 287 | 10 | 0.0% | — | 236 | +287 | New | Q2 2026 | Jul 21, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 283 | 10 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 186 | 6 | 0.0% | — | 239 | +186 | New | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 185 | 6 | 0.0% | 0.0% | 238 | +60 | 48.0% | Q2 2026 | Jul 28, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 150 | 6 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 160 | 5 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CWM, LLC | History | No change | 151 | 4 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 82 | 3 | 0.0% | — | 243 | +82 | New | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 104 | 3 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CoreCap Advisors, LLC | History | Added to | 80 | 2 | 0.0% | — | 244 | +57 | 247.83% | Q2 2026 | Jul 06, 2026 |
| CENTRAL TRUST Co | History | No change | 51 | 1 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -440,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -132,940 | -100.0% | Q2 2026 | Sep 02, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -90,348 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Capital International Investors | History | Closed out | 0 | 0 | — | 0.0% | — | -41,670 | -100.0% | Q2 2026 | Aug 12, 2026 |
| MOTCO | History | Closed out | 0 | 0 | — | 0.05% | — | -18,178 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Richmond Investment Services, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -12,504 | -100.0% | Q2 2026 | Jul 27, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,571 | -100.0% | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,505 | -100.0% | Q2 2026 | Jul 22, 2026 |
| Perigon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,194 | -100.0% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -154 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Financial Life Planners | History | Closed out | 0 | 0 | — | 0.0% | — | -108 | -100.0% | Q2 2026 | Jul 21, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -105 | -100.0% | Q2 2026 | Jul 02, 2026 |
| FINANCIAL CONSULATE, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -33 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Key FInancial Inc | History | New | 18 | 0 | — | — | — | +18 | New | Q2 2026 | Jul 24, 2026 |
| RHL GROUP, LLC | History | Reduced | 18 | 0 | — | — | — | -5 | -21.74% | Q2 2026 | Aug 03, 2026 |
| VANGUARD ADVISERS INC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |