Eaton Vance Tax-Managed Global Diversified Equity Income Fund - EXG
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.
Full rows mode is enabled.
Back to fast mode.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 23,489,771 | 230,434 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 3,913,341 | 38,389 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 3,850,419 | 37,772 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 2,815,014 | 27,615 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,706,507 | 26,550 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 1,803,728 | 17,695 | 0.03% | 0.03% | 6 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,525,827 | 14,968 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | History | No change | 1,394,695 | 13,681 | 0.21% | 0.21% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,320,347 | 12,952 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 1,341,273 | 12,621 | 0.02% | 0.02% | 10 | +32,991 | 2.52% | Q3 2026 | Nov 04, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 1,187,886 | 11,653 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Karpus Management, Inc. | History | No change | 1,166,515 | 11,443 | 0.33% | 0.33% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 1,153,034 | 11,311 | 0.07% | 0.07% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COHEN & STEERS, INC. | History | No change | 1,074,977 | 10,546 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 992,464 | 9,733 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 864,184 | 8,477 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 774,470 | 7,597 | 0.29% | 0.29% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 764,045 | 7,495 | 1.1% | 1.15% | 18 | -70,047 | -8.4% | Q3 2026 | Nov 03, 2026 |
| UBS Group AG | History | No change | 709,357 | 6,958 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Snowden Capital Advisors LLC | History | No change | 659,084 | 6,465 | 0.15% | 0.15% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 614,239 | 6,025 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 610,403 | 5,988 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focused Wealth Management, Inc | History | Added to | 624,395 | 5,875 | 0.5% | 0.51% | 23 | +23,906 | 3.98% | Q3 2026 | Oct 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 572,144 | 5,383 | 0.02% | 0.02% | 24 | +22,442 | 4.08% | Q3 2026 | Nov 02, 2026 |
| SAM Advisors, LLC | History | No change | 541,443 | 5,311 | 1.45% | 1.45% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 481,374 | 4,530 | 0.01% | 0.01% | 26 | +132,710 | 38.06% | Q3 2026 | Nov 02, 2026 |
| NewEdge Advisors, LLC | History | No change | 430,935 | 4,227 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CoreCap Advisors, LLC | History | Added to | 433,016 | 4,074 | 0.12% | 0.12% | 28 | +13,922 | 3.32% | Q3 2026 | Oct 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 372,347 | 3,503 | 0.0% | 0.0% | 29 | +8,032 | 2.2% | Q3 2026 | Nov 02, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 326,465 | 3,072 | 0.3% | 0.3% | 30 | +631 | 0.19% | Q3 2026 | Oct 13, 2026 |
| Cerity Partners LLC | History | No change | 287,733 | 2,822 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marks Group Wealth Management, Inc | History | Added to | 289,335 | 2,722 | 0.24% | 0.19% | 32 | +70,045 | 31.94% | Q3 2026 | Nov 05, 2026 |
| Cetera Investment Advisers | History | No change | 263,368 | 2,583 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fund Advisors of America Inc/FL | History | No change | 247,613 | 2,429 | 2.2% | 2.2% | 34 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Shaker Financial Services, LLC | History | Added to | 225,286 | 2,119 | 0.7% | 0.27% | 35 | +137,692 | 157.19% | Q3 2026 | Oct 14, 2026 |
| &PARTNERS | History | No change | 210,466 | 2,062 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 210,682 | 1,982 | 0.0% | 0.0% | 37 | +2,117 | 1.02% | Q3 2026 | Oct 30, 2026 |
| BEARING POINT CAPITAL, LLC | History | No change | 181,100 | 1,776 | 0.24% | 0.24% | 38 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 171,945 | 1,686 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 166,821 | 1,636 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 150,507 | 1,476 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pointe Capital Management LLC | History | No change | 150,408 | 1,475 | 0.66% | 0.66% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 147,674 | 1,448 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 149,855 | 1,410 | 0.0% | 0.0% | 44 | +1,916 | 1.3% | Q3 2026 | Nov 05, 2026 |
| High Net Worth Advisory Group LLC | History | Reduced | 147,690 | 1,389 | 0.29% | 0.31% | 45 | -3,000 | -1.99% | Q3 2026 | Oct 26, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 137,678 | 1,350 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| one8zero8, LLC | History | No change | 137,650 | 1,350 | 0.27% | 0.27% | 47 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Avestar Capital, LLC | History | Added to | 143,200 | 1,347 | 0.11% | 0.07% | 48 | +8,000 | 5.92% | Q3 2026 | Oct 28, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 132,165 | 1,296 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Allworth Financial LP | History | No change | 130,473 | 1,279 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Reduced | 129,939 | 1,222 | 0.01% | 0.01% | 51 | -30,457 | -18.99% | Q3 2026 | Nov 02, 2026 |
| S Harris Financial Group, LLC | History | No change | 122,010 | 1,196 | 0.93% | 0.93% | 52 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Focus Partners Wealth | History | No change | 119,926 | 1,176 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 106,788 | 1,047 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 110,725 | 1,042 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Kovack Advisors, Inc. | History | No change | 105,953 | 1,031 | 0.05% | 0.05% | 56 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Northstar Advisory Group, LLC | History | No change | 104,953 | 1,029 | 0.32% | 0.32% | 57 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Added to | 107,825 | 1,014 | 0.66% | 0.67% | 58 | +1,620 | 1.53% | Q3 2026 | Oct 27, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 101,672 | 997 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 104,881 | 986 | 0.01% | 0.01% | 60 | +9,427 | 9.88% | Q3 2026 | Oct 27, 2026 |
| JANE STREET GROUP, LLC | History | No change | 99,312 | 974 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 94,037 | 922 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 90,448 | 887 | 0.03% | 0.03% | 63 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 85,585 | 839 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 82,166 | 768 | 0.05% | 0.05% | 65 | +1,350 | 1.67% | Q3 2026 | Nov 02, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 75,111 | 706 | 0.01% | 0.01% | 66 | +4,134 | 5.82% | Q3 2026 | Nov 05, 2026 |
| Corient Private Wealth LP | History | No change | 68,452 | 671 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Merit Financial Group, LLC | History | No change | 63,910 | 626 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Pathstone Holdings, LLC | History | No change | 63,682 | 624 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 62,497 | 613 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 61,061 | 599 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Diligent Investors, LLC | History | Added to | 63,346 | 596 | 0.13% | 0.14% | 72 | +600 | 0.96% | Q3 2026 | Oct 21, 2026 |
| NWF Advisory Services Inc. | History | No change | 62,025 | 583 | 0.05% | 0.06% | 73 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 58,844 | 577 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMONS CAPITAL, LLC | History | Added to | 59,674 | 561 | 0.38% | 0.4% | 75 | +666 | 1.13% | Q3 2026 | Nov 05, 2026 |
| XTX Topco Ltd | History | No change | 56,520 | 554 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFG Investments, LLC | History | No change | 55,546 | 544 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Post Resch Tallon Group Inc. | History | Added to | 55,663 | 523 | 0.36% | 0.36% | 79 | +2,057 | 3.84% | Q3 2026 | Oct 08, 2026 |
| David J Yvars Group | History | Added to | 55,466 | 523 | 0.24% | 0.25% | 78 | +395 | 0.72% | Q3 2026 | Oct 09, 2026 |
| Creative Planning | History | Reduced | 55,203 | 519 | 0.0% | 0.0% | 80 | -8,441 | -13.26% | Q3 2026 | Nov 02, 2026 |
| Dakota Wealth Management | History | No change | 52,410 | 514 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Summit Financial, LLC | History | No change | 51,998 | 510 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Investmark Advisory Group LLC | History | Added to | 54,038 | 508 | 0.16% | 0.2% | 84 | +649 | 1.22% | Q3 2026 | Oct 27, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 54,021 | 508 | 0.01% | 0.01% | 83 | +139 | 0.26% | Q3 2026 | Oct 22, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 51,755 | 507 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 50,996 | 500 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 52,929 | 498 | 0.0% | 0.0% | 87 | -30 | -0.06% | Q3 2026 | Oct 08, 2026 |
| JGP Wealth Management, LLC | History | No change | 52,500 | 494 | 0.04% | 0.05% | 88 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 50,993 | 479 | 0.01% | 0.0% | 89 | +19,589 | 62.38% | Q3 2026 | Oct 26, 2026 |
| COMMERCE BANK | History | No change | 46,301 | 454 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH EFFECTS LLC | History | No change | 47,972 | 451 | 0.12% | 0.13% | 91 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Advisors Capital Management, LLC | History | No change | 44,154 | 433 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 44,421 | 418 | 0.01% | 0.01% | 93 | -3,761 | -7.81% | Q3 2026 | Oct 13, 2026 |
| Compound Planning, Inc. | History | No change | 44,512 | 418 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 39,508 | 387 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 40,916 | 385 | 0.04% | 0.03% | 96 | +9,704 | 31.09% | Q3 2026 | Oct 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 40,862 | 382 | 0.0% | 0.0% | 97 | +74 | 0.18% | Q3 2026 | Oct 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 37,102 | 363 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Semus Wealth Partners LLC | History | Added to | 38,471 | 362 | 0.16% | 0.18% | 99 | +766 | 2.03% | Q3 2026 | Oct 22, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 38,272 | 360 | 0.02% | 0.02% | 100 | +1,102 | 2.96% | Q3 2026 | Oct 08, 2026 |
| PMG Family Office LLC | History | Added to | 37,130 | 349 | 0.32% | 0.33% | 101 | +37 | 0.1% | Q3 2026 | Oct 19, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 36,924 | 347 | 0.07% | 0.07% | 102 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 33,937 | 332 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Stockman Wealth Management, Inc. | History | No change | 34,529 | 324 | 0.03% | 0.03% | 104 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 33,851 | 318 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Focus Financial Network, Inc. | History | Added to | 33,615 | 316 | 0.01% | 0.01% | 106 | +611 | 1.85% | Q3 2026 | Oct 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 32,191 | 315 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| IFC Advisors LLC | History | No change | 32,195 | 315 | 0.04% | 0.04% | 108 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Blue Water Asset Management | History | Added to | 32,220 | 303 | 0.1% | 0.1% | 109 | +642 | 2.03% | Q3 2026 | Nov 04, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 32,199 | 302 | 0.02% | 0.02% | 110 | +14 | 0.04% | Q3 2026 | Oct 20, 2026 |
| Private Advisor Group, LLC | History | No change | 30,366 | 297 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 30,002 | 282 | 0.05% | 0.05% | 112 | +373 | 1.26% | Q3 2026 | Oct 21, 2026 |
| Advisory Advocates, LLC | History | Reduced | 29,872 | 281 | 0.24% | 0.29% | 113 | -5,050 | -14.46% | Q3 2026 | Nov 05, 2026 |
| Prospera Financial Services Inc | History | Added to | 30,012 | 280 | 0.0% | 0.0% | 114 | +7,910 | 35.79% | Q3 2026 | Nov 04, 2026 |
| BFC Planning, Inc. | History | No change | 28,479 | 279 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Baird Financial Group, Inc. | History | No change | 28,169 | 276 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 28,138 | 276 | 0.09% | 0.09% | 117 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| EP Wealth Advisors, LLC | History | No change | 28,121 | 275 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 28,919 | 272 | 0.0% | 0.0% | 119 | +304 | 1.06% | Q3 2026 | Oct 23, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 27,358 | 268 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mendel Capital Management LLC | History | No change | 26,700 | 261 | 0.12% | 0.12% | 121 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HORAN Wealth, LLC | History | No change | 26,586 | 260 | 0.03% | 0.03% | 122 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 27,214 | 256 | 0.0% | 0.0% | 123 | -5,529 | -16.89% | Q3 2026 | Oct 15, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 25,785 | 252 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | New | 26,699 | 251 | 0.01% | — | 125 | +26,699 | New | Q3 2026 | Oct 29, 2026 |
| CreativeOne Wealth, LLC | History | No change | 25,550 | 250 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 24,222 | 237 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HBK Sorce Advisory LLC | History | No change | 23,729 | 235 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 24,000 | 235 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 23,901 | 234 | 0.04% | 0.04% | 130 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Closed-End Fund Advisors, Inc. | History | Reduced | 24,800 | 233 | 0.24% | 0.24% | 132 | -222 | -0.89% | Q3 2026 | Nov 04, 2026 |
| Moors & Cabot, Inc. | History | No change | 23,827 | 233 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Successful Portfolios LLC | History | No change | 24,394 | 229 | 0.11% | 0.11% | 133 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| KMT WEALTH MANAGEMENT, LLC | History | No change | 23,051 | 226 | 0.19% | 0.19% | 134 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 24,113 | 225 | 0.01% | 0.04% | 135 | -3,109 | -11.42% | Q3 2026 | Nov 03, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 22,463 | 220 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 22,715 | 213 | 0.0% | 0.0% | 137 | +1,448 | 6.81% | Q3 2026 | Oct 28, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 22,447 | 211 | 0.01% | — | 138 | +22,447 | New | Q3 2026 | Oct 29, 2026 |
| Silver Coast Investments LLC | History | No change | 21,500 | 210 | 0.06% | 0.06% | 139 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 21,919 | 206 | 0.0% | 0.0% | 141 | +11,804 | 116.7% | Q3 2026 | Oct 16, 2026 |
| Logan Stone Capital, LLC | History | No change | 21,002 | 206 | 0.04% | 0.04% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingsbury Capital Investment Advisors LLC | History | Reduced | 21,782 | 204 | 0.19% | 0.19% | 142 | -1,269 | -5.51% | Q3 2026 | Oct 20, 2026 |
| Arlington Capital Management INC | History | Added to | 21,585 | 203 | 0.12% | 0.13% | 143 | +875 | 4.23% | Q3 2026 | Oct 29, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 21,260 | 200 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 20,133 | 197 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 20,120 | 197 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 20,906 | 196 | 0.0% | 0.0% | 147 | -1,594 | -7.08% | Q3 2026 | Oct 30, 2026 |
| Spire Wealth Management | History | Added to | 20,293 | 190 | 0.01% | 0.01% | 148 | +400 | 2.01% | Q3 2026 | Oct 30, 2026 |
| Diversified Portfolios, Inc. | History | No change | 19,900 | 187 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 19,810 | 186 | 0.01% | 0.01% | 150 | +20 | 0.1% | Q3 2026 | Oct 26, 2026 |
| BNB Wealth Management, LLC | History | Reduced | 19,782 | 186 | 0.1% | 0.11% | 152 | -15 | -0.08% | Q3 2026 | Oct 28, 2026 |
| Empower Advisory Group, LLC | History | No change | 19,000 | 186 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | No change | 18,948 | 185 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DECISION INVESTMENTS, INC | History | No change | 19,744 | 185 | 0.17% | 0.18% | 154 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| BROWN ADVISORY INC | History | No change | 18,801 | 184 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sage Capital Management, LLC | History | Reduced | 19,431 | 182 | 0.07% | 0.11% | 157 | -8,000 | -29.16% | Q3 2026 | Oct 20, 2026 |
| StoneX Group Inc. | History | No change | 19,402 | 182 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Venture Visionary Partners LLC | History | No change | 19,300 | 181 | 0.0% | 0.01% | 158 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Founders Financial Alliance, LLC | History | No change | 18,458 | 181 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 19,166 | 180 | 0.02% | 0.02% | 160 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| MBL Wealth, LLC | History | No change | 19,150 | 180 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 18,323 | 179 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 17,936 | 175 | 0.02% | 0.02% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 17,268 | 169 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Waverly Advisors, LLC | History | No change | 17,292 | 169 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strait & Sound Wealth Management LLC | History | No change | 17,200 | 168 | 0.06% | 0.06% | 166 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 16,780 | 164 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Harbour Wealth Management Group, Inc. | History | No change | 16,425 | 161 | 0.11% | 0.11% | 168 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Piedmont Capital Management, LLC/NC | History | No change | 17,054 | 160 | 0.09% | 0.1% | 169 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 16,144 | 158 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Summit Investment Advisory Services, LLC | History | Added to | 16,600 | 156 | 0.04% | 0.04% | 172 | +330 | 2.03% | Q3 2026 | Nov 02, 2026 |
| WealthBridge Capital Management, LLC | History | No change | 16,657 | 156 | 0.03% | 0.03% | 171 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Heritage Wealth Management, Inc. | History | No change | 16,291 | 153 | 0.04% | 0.04% | 173 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| FIDUCIARY TRUST CO | History | No change | 15,377 | 150 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 14,999 | 147 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KPP Advisory Services LLC | History | No change | 15,725 | 147 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 14,861 | 145 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 14,999 | 141 | 0.01% | 0.0% | 179 | +3,068 | 25.71% | Q3 2026 | Oct 23, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 14,469 | 141 | 0.06% | 0.06% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 14,350 | 140 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 13,997 | 137 | 0.04% | 0.04% | 181 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 14,543 | 136 | 0.01% | 0.01% | 182 | -6,340 | -30.36% | Q3 2026 | Oct 26, 2026 |
| Black Diamond Financial, LLC | History | No change | 14,371 | 135 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Advisory Solutions Group, LLC | History | Added to | 14,137 | 133 | 0.03% | 0.04% | 184 | +3,027 | 27.25% | Q3 2026 | Oct 14, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 13,800 | 129 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Herold Advisors, Inc. | History | No change | 13,677 | 128 | 0.02% | 0.03% | 186 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Cresset Asset Management, LLC | History | No change | 12,794 | 125 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allied Private Wealth LLC | History | No change | 12,819 | 124 | 0.08% | 0.08% | 188 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 12,942 | 122 | 0.0% | 0.0% | 189 | -780 | -5.68% | Q3 2026 | Oct 26, 2026 |
| Modern Wealth Management, LLC | History | No change | 12,475 | 122 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | Reduced | 12,350 | 116 | 0.0% | 0.0% | 191 | -98 | -0.79% | Q3 2026 | Oct 21, 2026 |
| Waterfront Wealth Inc. | History | Added to | 12,155 | 114 | 0.02% | 0.02% | 192 | +16 | 0.13% | Q3 2026 | Nov 03, 2026 |
| DAVENPORT & Co LLC | History | No change | 11,925 | 112 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Blue Chip Partners, LLC | History | No change | 11,486 | 112 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 11,813 | 111 | 0.0% | 0.01% | 195 | -6,714 | -36.24% | Q3 2026 | Oct 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 11,212 | 109 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 11,135 | 109 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WELCH & FORBES LLC | History | No change | 11,500 | 108 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| WealthSpring Partners, LLC | History | No change | 11,545 | 108 | 0.11% | 0.1% | 199 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Impact Partnership Wealth, LLC | History | No change | 11,084 | 108 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sunpointe, LLC | History | Reduced | 11,231 | 105 | 0.03% | 0.11% | 203 | -29,205 | -72.23% | Q3 2026 | Oct 22, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 11,248 | 105 | 0.0% | 0.0% | 202 | +2,030 | 22.02% | Q3 2026 | Nov 04, 2026 |
| Investment Partners Asset Management, Inc. | History | No change | 11,184 | 105 | 0.06% | 0.06% | 201 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | No change | 10,683 | 104 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 10,275 | 100 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Princeton Global Asset Management LLC | History | No change | 10,526 | 99 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| URS Advisory LLC | History | No change | 10,054 | 98 | 0.05% | 0.05% | 207 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Destiny Wealth Partners, LLC | History | New | 10,493 | 97 | 0.01% | — | 208 | +10,493 | New | Q3 2026 | Nov 04, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | New | 10,279 | 96 | 0.0% | — | 210 | +10,279 | New | Q3 2026 | Oct 22, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 10,299 | 96 | 0.01% | 0.01% | 209 | +207 | 2.05% | Q3 2026 | Oct 14, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 10,100 | 95 | 0.02% | 0.03% | 211 | +95 | 0.95% | Q3 2026 | Oct 19, 2026 |
| Blue Trust, Inc. | History | No change | 10,000 | 94 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| PFS Partners, LLC | History | Added to | 9,573 | 90 | 0.04% | 0.04% | 213 | +192 | 2.05% | Q3 2026 | Oct 21, 2026 |
| CITIGROUP INC | History | Added to | 9,453 | 88 | 0.0% | 0.0% | 214 | +93 | 0.99% | Q3 2026 | Nov 04, 2026 |
| MCDONALD PARTNERS LLC | History | Reduced | 9,262 | 87 | 0.02% | 0.06% | 215 | -17,200 | -65.0% | Q3 2026 | Nov 03, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 8,892 | 87 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Colonial Trust Advisors | History | No change | 8,750 | 85 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| McCarley & Cook Financial Planners | History | No change | 9,094 | 85 | 0.06% | 0.07% | 218 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 9,000 | 84 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Continuum Advisory, LLC | History | No change | 8,000 | 78 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Jacobi Capital Management LLC | History | New | 7,855 | 73 | 0.0% | — | 221 | +7,855 | New | Q3 2026 | Nov 05, 2026 |
| EASTERN BANK | History | Added to | 7,439 | 70 | 0.0% | 0.0% | 222 | +4,233 | 132.03% | Q3 2026 | Oct 05, 2026 |
| IFG Advisory, LLC | History | No change | 6,739 | 66 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 6,500 | 63 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Caldwell Trust Co | History | No change | 6,749 | 63 | 0.0% | 0.01% | 225 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Millstone Evans Group, LLC | History | No change | 6,390 | 62 | 0.03% | 0.03% | 226 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 5,518 | 54 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | New | 5,700 | 53 | 0.03% | — | 228 | +5,700 | New | Q3 2026 | Oct 26, 2026 |
| Cypress Capital Management LLC (WY) | History | No change | 5,000 | 49 | 0.04% | 0.04% | 229 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 5,000 | 49 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BankPlus Trust Department | History | No change | 5,000 | 49 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 4,825 | 47 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Bogart Wealth, LLC | History | No change | 4,538 | 44 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| IFP Advisors, Inc | History | Added to | 4,401 | 41 | 0.0% | 0.0% | 234 | +2,514 | 133.23% | Q3 2026 | Oct 16, 2026 |
| BARRETT & COMPANY, INC. | History | New | 4,350 | 40 | 0.01% | — | 235 | +4,350 | New | Q3 2026 | Oct 22, 2026 |
| Parallel Advisors, LLC | History | No change | 4,037 | 37 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| PETERSON WEALTH MANAGEMENT | History | No change | 3,675 | 36 | 0.02% | 0.02% | 237 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,622 | 35 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 3,500 | 34 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 3,350 | 31 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| BOKF, NA | History | No change | 2,900 | 27 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Colonial Trust Co / SC | History | No change | 2,796 | 27 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Financial Management Professionals, Inc. | History | No change | 2,828 | 26 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| LRI Investments, LLC | History | No change | 2,734 | 26 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Bollard Group LLC | History | No change | 2,573 | 25 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,541 | 24 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| American Capital Advisory, LLC | History | No change | 2,650 | 24 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 2,484 | 23 | 0.0% | 0.0% | 249 | -16 | -0.64% | Q3 2026 | Oct 20, 2026 |
| US BANCORP \DE\ | History | No change | 2,461 | 23 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| SHP Wealth Management | History | No change | 2,200 | 21 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 2,116 | 20 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,000 | 19 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gen-Wealth Partners Inc | History | Reduced | 2,000 | 18 | 0.01% | 0.02% | 256 | -5,800 | -74.36% | Q3 2026 | Nov 04, 2026 |
| CENTRAL TRUST Co | History | No change | 2,000 | 18 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Towne Trust Company, N.A | History | No change | 1,998 | 18 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,953 | 18 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| TD Capital Management LLC | History | No change | 1,799 | 17 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hughes Financial Services, LLC | History | No change | 1,872 | 17 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| FMR LLC | History | No change | 1,480 | 14 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 1,500 | 14 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| WPG Advisers, LLC | History | No change | 1,500 | 14 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Clark Wealth Partners | History | No change | 1,500 | 14 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1,465 | 13 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 1,395 | 13 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Highland Investment Advisors LLC | History | No change | 1,402 | 13 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VISION FINANCIAL MARKETS LLC | History | Added to | 1,177 | 11 | 0.01% | 0.01% | 266 | +23 | 1.99% | Q3 2026 | Oct 22, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 1,225 | 11 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 1,092 | 10 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| CITY HOLDING CO | History | Reduced | 1,000 | 9 | 0.0% | 0.0% | 269 | -1,000 | -50.0% | Q3 2026 | Oct 19, 2026 |
| GAMMA Investing LLC | History | No change | 937 | 8 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 900 | 8 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| NBT BANK, N.A. | History | No change | 800 | 7 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 841 | 7 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Salomon & Ludwin, LLC | History | No change | 805 | 7 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| POM Investment Strategies, LLC | History | No change | 750 | 7 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 680 | 6 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 578 | 5 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 555 | 5 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Russell Investments Group, Ltd. | History | No change | 429 | 4 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 500 | 4 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Harborfront Financial Group LLC | History | No change | 445 | 4 | 0.02% | 0.02% | 281 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 520 | 4 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 385 | 3 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Key FInancial Inc | History | No change | 349 | 3 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| United Community Bank | History | New | 300 | 2 | 0.0% | — | 291 | +300 | New | Q3 2026 | Oct 28, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 302 | 2 | 0.0% | 0.0% | 290 | -8 | -2.58% | Q3 2026 | Oct 19, 2026 |
| JPMORGAN CHASE & CO | History | No change | 273 | 2 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 296 | 2 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 250 | 2 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 300 | 2 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Tidemark, LLC | History | No change | 218 | 2 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 150 | 1 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Csenge Advisory Group | History | Closed out | 0 | 0 | — | 0.0% | — | -11,525 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Insight Advisors, LLC/ PA | History | Closed out | 0 | 0 | — | 0.02% | — | -11,500 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Lido Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,123 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Convergence Financial, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,784 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Attessa Capital LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -10,031 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Clean Yield Group | History | Closed out | 0 | 0 | — | 0.01% | — | -5,231 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,883 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,648 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Axiom Investment Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,936 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,550 | -100.0% | Q3 2026 | Nov 05, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -1,329 | -100.0% | Q3 2026 | Oct 15, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -362 | -100.0% | Q3 2026 | Oct 28, 2026 |
| LifeSteps Financial, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2026 | Oct 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 53 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 101 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Trust Co | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |