Tidal Trust I - GRNY
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Howard Capital Management Inc. | History | New | 6,826,600 | 162,950 | 2.67% | — | 1 | +6,826,600 | New | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 5,879,940 | 140,354 | 0.02% | 0.02% | 2 | +560,219 | 10.53% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 5,252,014 | 125,365 | 0.04% | 0.03% | 3 | +1,974,972 | 60.27% | Q1 2026 | May 14, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | No change | 2,300,000 | 54,901 | 0.33% | 0.37% | 4 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Reduced | 1,958,581 | 46,751 | 0.05% | 0.05% | 5 | -63,236 | -3.13% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Added to | 1,596,784 | 38,115 | 0.01% | 0.01% | 6 | +479,407 | 42.9% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,443,861 | 34,464 | 0.01% | 0.0% | 7 | +1,059,873 | 276.02% | Q1 2026 | May 04, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 1,413,116 | 33,731 | 8.48% | 8.48% | 8 | +90,510 | 6.84% | Q1 2026 | Apr 09, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 1,333,405 | 31,828 | 0.06% | 0.26% | 9 | -4,601,006 | -77.53% | Q1 2026 | May 01, 2026 |
| Venture Visionary Partners LLC | History | Added to | 1,316,615 | 31,427 | 1.05% | 0.74% | 10 | +402,870 | 44.09% | Q1 2026 | May 14, 2026 |
| Stenger Family Office, LLC | History | Added to | 1,297,023 | 30,959 | 5.47% | 6.51% | 11 | +23,667 | 1.86% | Q1 2026 | Apr 29, 2026 |
| Socha Financial Group, LLC | History | Added to | 1,201,093 | 28,670 | 14.54% | 13.8% | 12 | +58,620 | 5.13% | Q1 2026 | Apr 30, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 1,063,048 | 27,777 | 0.5% | — | 13 | +1,063,048 | New | Q1 2026 | May 01, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,124,735 | 26,847 | 0.07% | 0.07% | 14 | +88,249 | 8.51% | Q1 2026 | Apr 30, 2026 |
| CWM, LLC | History | Added to | 1,084,923 | 25,897 | 0.07% | 0.06% | 15 | +171,035 | 18.72% | Q1 2026 | May 14, 2026 |
| Reliant Wealth Planning | History | Added to | 1,023,165 | 24,422 | 7.38% | 7.58% | 16 | +43,518 | 4.44% | Q1 2026 | May 15, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 913,800 | 21,812 | 0.24% | 0.26% | 17 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 825,301 | 19,699 | 0.05% | 0.05% | 18 | -69,470 | -7.76% | Q1 2026 | May 04, 2026 |
| SMITH, MOORE & CO. | History | Added to | 784,245 | 18,719 | 1.36% | 1.44% | 19 | +12,792 | 1.66% | Q1 2026 | May 05, 2026 |
| Pinnacle Wealth Management, LLC | History | Reduced | 768,919 | 18,354 | 12.36% | 13.55% | 20 | -43,812 | -5.39% | Q1 2026 | Apr 21, 2026 |
| Arcus Capital Partners, LLC | History | Added to | 742,739 | 17,729 | 6.37% | 6.12% | 21 | +54,531 | 7.92% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 730,842 | 17,445 | 0.0% | 0.0% | 22 | +714,814 | 4459.78% | Q1 2026 | May 15, 2026 |
| SAGE PRIVATE WEALTH GROUP, LLC | History | Reduced | 685,715 | 16,366 | 8.24% | 9.15% | 23 | -1,505 | -0.22% | Q1 2026 | May 01, 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | History | No change | 678,413 | 16,193 | 1.06% | 1.1% | 24 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Integrated Wealth Concepts LLC | History | New | 672,268 | 16,047 | 0.13% | — | 25 | +672,268 | New | Q1 2026 | May 15, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 634,351 | 15,141 | 1.16% | 1.12% | 26 | +37,490 | 6.28% | Q1 2026 | Apr 08, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 625,074 | 14,920 | 0.01% | 0.02% | 27 | -54,783 | -8.06% | Q1 2026 | May 12, 2026 |
| TTP Investments, Inc. | History | Reduced | 621,112 | 14,825 | 6.18% | 14.05% | 28 | -1,119,054 | -64.31% | Q1 2026 | Apr 16, 2026 |
| UBS Group AG | History | Added to | 609,508 | 14,548 | 0.0% | 0.0% | 29 | +473,394 | 347.79% | Q1 2026 | May 05, 2026 |
| bLong Financial, LLC | History | Reduced | 589,897 | 14,080 | 10.65% | 11.95% | 30 | -101,058 | -14.63% | Q1 2026 | Apr 21, 2026 |
| NBZ Investment Advisors LLC | History | Added to | 573,972 | 13,700 | 5.98% | 5.97% | 31 | +19,864 | 3.58% | Q1 2026 | May 04, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | Added to | 558,961 | 13,342 | 6.36% | 5.37% | 32 | +59,381 | 11.89% | Q1 2026 | Apr 28, 2026 |
| VestGen Advisors, LLC | History | Added to | 464,647 | 12,554 | 0.33% | 0.47% | 33 | +17,018 | 3.8% | Q1 2026 | May 14, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 514,067 | 12,270 | 0.02% | 0.02% | 34 | -16,483 | -3.11% | Q1 2026 | May 14, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 500,293 | 12,218 | 0.04% | 0.0% | 35 | +477,687 | 2113.1% | Q1 2026 | May 12, 2026 |
| Balance Wealth, LLC | History | New | 500,670 | 11,950 | 3.71% | — | 36 | +500,670 | New | Q1 2026 | Apr 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 493,036 | 11,768 | 0.0% | 0.0% | 37 | +150,638 | 43.99% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 492,450 | 11,754 | 0.07% | 0.06% | 38 | +128,983 | 35.49% | Q1 2026 | May 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 487,539 | 11,637 | 0.14% | 0.13% | 39 | +79,386 | 19.45% | Q1 2026 | Apr 20, 2026 |
| DKM Wealth Management, Inc. | History | Added to | 479,752 | 11,451 | 8.26% | 8.06% | 40 | +43,269 | 9.91% | Q1 2026 | Apr 10, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | New | 472,278 | 11,273 | 3.22% | — | 41 | +472,278 | New | Q1 2026 | Apr 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 462,170 | 11,031 | 0.06% | 0.06% | 42 | +50,472 | 12.26% | Q1 2026 | May 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 438,565 | 10,468 | 0.16% | 0.12% | 43 | +209,228 | 91.23% | Q1 2026 | May 15, 2026 |
| Longview Financial Advisors, Inc. | History | Added to | 438,361 | 10,463 | 6.39% | 7.09% | 44 | +16,778 | 3.98% | Q1 2026 | Apr 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 420,679 | 10,041 | 0.01% | 0.02% | 45 | -133,889 | -24.14% | Q1 2026 | Apr 27, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 401,735 | 9,589 | 1.81% | 1.55% | 46 | +31,055 | 8.38% | Q1 2026 | May 20, 2026 |
| IFP Advisors, Inc | History | Added to | 346,944 | 8,281 | 0.17% | 0.19% | 47 | +12,271 | 3.67% | Q1 2026 | Apr 13, 2026 |
| Western Wealth Management, LLC | History | New | 344,564 | 8,224 | 0.3% | — | 48 | +344,564 | New | Q1 2026 | May 19, 2026 |
| Willow Financial LLC | History | Added to | 342,365 | 8,172 | 8.28% | 6.31% | 49 | +91,786 | 36.63% | Q1 2026 | Apr 21, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 339,453 | 8,102 | 0.01% | 0.01% | 50 | +103,468 | 43.85% | Q1 2026 | May 15, 2026 |
| Valley Financial Group, Inc. | History | Added to | 333,932 | 7,970 | 4.3% | 4.32% | 51 | +23,005 | 7.4% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 320,730 | 7,655 | 0.01% | 0.01% | 52 | +115,750 | 56.47% | Q1 2026 | May 13, 2026 |
| THEORY FINANCIAL LLC | History | Reduced | 319,543 | 7,627 | 2.68% | 3.15% | 53 | -45,140 | -12.38% | Q1 2026 | May 05, 2026 |
| CoreCap Advisors, LLC | History | Added to | 311,160 | 7,427 | 0.25% | 0.27% | 54 | +4,026 | 1.31% | Q1 2026 | Apr 07, 2026 |
| Teamwork Financial Advisors, LLC | History | Reduced | 309,230 | 7,381 | 0.78% | 1.0% | 55 | -91,437 | -22.82% | Q1 2026 | Apr 09, 2026 |
| Berkshire Money Management, Inc. | History | Added to | 304,485 | 7,268 | 0.74% | 0.68% | 56 | +16,956 | 5.9% | Q1 2026 | Apr 21, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 300,430 | 7,171 | 0.2% | 0.08% | 57 | +185,880 | 162.27% | Q1 2026 | May 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 291,705 | 6,963 | 0.04% | 0.04% | 58 | +7,154 | 2.51% | Q1 2026 | May 05, 2026 |
| Equitable Holdings, Inc. | History | New | 285,543 | 6,815 | 0.04% | — | 59 | +285,543 | New | Q1 2026 | May 15, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 283,391 | 6,764 | 0.84% | 1.08% | 60 | -79,281 | -21.86% | Q1 2026 | May 04, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 281,519 | 6,719 | 0.01% | 0.01% | 61 | +118,675 | 72.88% | Q1 2026 | May 14, 2026 |
| Emissary Wealth LLC | History | Added to | 277,553 | 6,625 | 6.21% | 4.27% | 62 | +72,415 | 35.3% | Q1 2026 | May 08, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 276,819 | 6,607 | 0.71% | 0.62% | 63 | +45,769 | 19.81% | Q1 2026 | May 06, 2026 |
| Advisory Services Network, LLC | History | Added to | 273,341 | 6,524 | 0.09% | 0.1% | 64 | +899 | 0.33% | Q1 2026 | May 15, 2026 |
| Portus Wealth Advisors, LLC | History | Added to | 260,979 | 6,229 | 5.87% | 6.08% | 65 | +673 | 0.26% | Q1 2026 | Apr 22, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 257,604 | 6,149 | 0.15% | 0.16% | 67 | +9,630 | 3.88% | Q1 2026 | Apr 07, 2026 |
| Weaver Consulting Group | History | Added to | 257,643 | 6,149 | 1.47% | 1.51% | 66 | +8,907 | 3.58% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 257,427 | 6,144 | 0.0% | 0.0% | 68 | +11,290 | 4.59% | Q1 2026 | May 12, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 244,821 | 5,843 | 0.26% | 0.27% | 69 | +6,536 | 2.74% | Q1 2026 | May 12, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 244,113 | 5,826 | 0.15% | 0.15% | 70 | +16,668 | 7.33% | Q1 2026 | May 14, 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | History | No change | 234,127 | 5,588 | 1.11% | 1.14% | 71 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| WJ Wealth Management, LLC | History | Added to | 233,231 | 5,567 | 2.61% | 2.11% | 72 | +38,945 | 20.05% | Q1 2026 | Apr 28, 2026 |
| Brick & Kyle, Associates | History | No change | 223,159 | 5,525 | 1.96% | 1.96% | 73 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 220,925 | 5,273 | 0.25% | 0.1% | 74 | +136,653 | 162.16% | Q1 2026 | Apr 28, 2026 |
| Lionsbridge Wealth Management LLC | History | Reduced | 215,236 | 5,137 | 5.16% | 6.56% | 75 | -46,613 | -17.8% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 208,900 | 4,986 | 0.0% | 0.0% | 76 | +11,200 | 5.67% | Q1 2026 | May 15, 2026 |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | History | Added to | 208,368 | 4,973 | 2.86% | 3.0% | 77 | +8,300 | 4.15% | Q1 2026 | May 07, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 207,420 | 4,951 | 0.05% | 0.06% | 78 | -10,131 | -4.66% | Q1 2026 | Apr 20, 2026 |
| Vivid Wealth Management, LLC | History | Added to | 205,405 | 4,903 | 1.98% | 1.92% | 79 | +5,399 | 2.7% | Q1 2026 | Apr 27, 2026 |
| Redwood Wealth Management Group, LLC | History | Reduced | 197,883 | 4,723 | 2.04% | 2.13% | 80 | -8,068 | -3.92% | Q1 2026 | Apr 24, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 192,552 | 4,596 | 0.0% | — | 81 | +192,552 | New | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | Added to | 186,681 | 4,456 | 0.02% | 0.02% | 82 | +17,301 | 10.21% | Q1 2026 | Apr 15, 2026 |
| PlanVest Financial, Inc | History | New | 185,736 | 4,433 | 3.37% | — | 83 | +185,736 | New | Q1 2026 | May 14, 2026 |
| BXM Wealth LLC | History | Reduced | 185,134 | 4,419 | 3.4% | 3.09% | 84 | -187,423 | -50.31% | Q1 2026 | Apr 23, 2026 |
| Visionary Wealth Advisors | History | Added to | 180,735 | 4,314 | 0.19% | 0.17% | 85 | +30,418 | 20.24% | Q1 2026 | May 13, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Added to | 179,977 | 4,296 | 1.19% | 0.5% | 86 | +108,956 | 153.41% | Q1 2026 | Apr 27, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 178,871 | 4,269 | 0.11% | 0.02% | 87 | +147,557 | 471.22% | Q1 2026 | May 15, 2026 |
| Longitude (Cayman) Ltd. | History | Added to | 174,000 | 4,153 | 1.7% | 1.5% | 88 | +34,000 | 24.29% | Q1 2026 | May 04, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 173,227 | 4,134 | 0.69% | 0.3% | 89 | +100,388 | 137.82% | Q1 2026 | Apr 21, 2026 |
| Parallel Advisors, LLC | History | Added to | 171,627 | 4,096 | 0.07% | 0.08% | 90 | +2,580 | 1.53% | Q1 2026 | May 07, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 169,427 | 4,044 | 0.12% | 0.13% | 91 | +4,964 | 3.02% | Q1 2026 | May 05, 2026 |
| Sun Financial Inc | History | Added to | 146,975 | 4,005 | 2.01% | 1.99% | 92 | +2,411 | 1.67% | Q1 2026 | May 15, 2026 |
| Financial Designs Corp | History | Added to | 163,903 | 3,912 | 2.18% | 2.06% | 93 | +16,938 | 11.53% | Q1 2026 | Apr 16, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | Reduced | 162,118 | 3,869 | 1.39% | 1.74% | 94 | -42,269 | -20.68% | Q1 2026 | Apr 16, 2026 |
| Financial Enhancement Group LLC | History | Added to | 143,755 | 3,772 | 0.47% | 0.43% | 95 | +13,766 | 10.59% | Q1 2026 | Apr 20, 2026 |
| Private Advisor Group, LLC | History | Added to | 157,594 | 3,761 | 0.02% | 0.01% | 96 | +65,915 | 71.9% | Q1 2026 | Apr 24, 2026 |
| HighPoint Advisor Group LLC | History | New | 149,095 | 3,558 | 0.15% | — | 97 | +149,095 | New | Q1 2026 | May 14, 2026 |
| Vivaldi Capital Management LP | History | Added to | 147,193 | 3,513 | 0.49% | 0.44% | 98 | +15,325 | 11.62% | Q1 2026 | May 14, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 127,661 | 3,047 | 0.11% | 0.11% | 99 | -672 | -0.52% | Q1 2026 | May 06, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 124,587 | 2,973 | 1.58% | 0.01% | 100 | +123,918 | 18522.87% | Q1 2026 | May 13, 2026 |
| Fidelis Wealth Advisors LLC | History | Added to | 122,088 | 2,914 | 4.24% | 4.25% | 101 | +3,633 | 3.07% | Q1 2026 | May 12, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 121,864 | 2,908 | 0.52% | 0.64% | 102 | +25,953 | 27.06% | Q1 2026 | May 01, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 119,749 | 2,877 | 0.03% | 0.04% | 103 | -35,346 | -22.79% | Q1 2026 | Apr 07, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 120,480 | 2,875 | 0.66% | 0.61% | 104 | +13,500 | 12.62% | Q1 2026 | Apr 28, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Added to | 103,202 | 2,759 | 0.99% | 0.95% | 105 | +4,663 | 4.73% | Q1 2026 | May 08, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 114,766 | 2,739 | 0.0% | 0.01% | 106 | -121,381 | -51.4% | Q1 2026 | Apr 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 110,670 | 2,641 | 0.0% | 0.0% | 107 | +28,494 | 34.67% | Q1 2026 | May 14, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 109,870 | 2,622 | 0.48% | 1.48% | 108 | -208,064 | -65.44% | Q1 2026 | Apr 15, 2026 |
| Brookstone Capital Management | History | New | 107,745 | 2,571 | 0.03% | — | 109 | +107,745 | New | Q1 2026 | Apr 16, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 104,871 | 2,503 | 0.01% | 0.01% | 110 | +34,140 | 48.27% | Q1 2026 | May 13, 2026 |
| Noble Wealth Management PBC | History | Added to | 104,072 | 2,484 | 1.25% | 1.19% | 111 | +8,350 | 8.72% | Q1 2026 | Apr 02, 2026 |
| Concentrum Wealth Management | History | Added to | 102,838 | 2,454 | 0.72% | 0.67% | 112 | +5,517 | 5.67% | Q1 2026 | May 04, 2026 |
| Vienna Asset Management LLC | History | Reduced | 99,834 | 2,383 | 1.85% | 3.19% | 113 | -127,189 | -56.02% | Q1 2026 | May 12, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 99,486 | 2,374 | 0.05% | 0.06% | 114 | -9,741 | -8.92% | Q1 2026 | May 15, 2026 |
| Cedarwood Wealth LLC | History | Added to | 98,186 | 2,343 | 2.37% | 2.38% | 115 | +14,878 | 17.86% | Q1 2026 | May 05, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 94,617 | 2,258 | 0.16% | 0.14% | 116 | +18,505 | 24.31% | Q1 2026 | May 12, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 94,162 | 2,247 | 0.05% | 0.05% | 117 | -6,588 | -6.54% | Q1 2026 | May 14, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 90,674 | 2,164 | 0.21% | 0.05% | 118 | +69,644 | 331.17% | Q1 2026 | May 15, 2026 |
| Game Plan Financial Advisors, LLC | History | Added to | 89,006 | 2,124 | 0.96% | 0.84% | 119 | +4,212 | 4.97% | Q1 2026 | Apr 23, 2026 |
| LexAurum Advisors, LLC | History | New | 87,433 | 2,087 | 0.27% | — | 120 | +87,433 | New | Q1 2026 | Apr 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 86,115 | 2,056 | 0.1% | 0.09% | 121 | +4,962 | 6.11% | Q1 2026 | May 18, 2026 |
| World Investment Advisors | History | Reduced | 84,684 | 2,021 | 0.03% | 0.03% | 122 | -169 | -0.2% | Q1 2026 | Apr 27, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 80,111 | 1,912 | 0.01% | 0.01% | 123 | +28,605 | 55.54% | Q1 2026 | Apr 30, 2026 |
| Morangie Management LLC | History | Reduced | 79,047 | 1,886 | 1.74% | 1.8% | 124 | -12,486 | -13.64% | Q1 2026 | Apr 20, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 78,187 | 1,866 | 0.03% | 0.04% | 125 | -36,756 | -31.98% | Q1 2026 | May 13, 2026 |
| Ruggiero Investments, Inc. | History | Reduced | 77,817 | 1,857 | 1.8% | 1.89% | 126 | -6,759 | -7.99% | Q1 2026 | May 12, 2026 |
| Oxler Private Wealth LLC | History | Added to | 77,508 | 1,850 | 0.58% | 0.52% | 127 | +4,420 | 6.05% | Q1 2026 | Apr 28, 2026 |
| Focus Partners Wealth | History | Added to | 77,411 | 1,847 | 0.0% | 0.0% | 128 | +3,192 | 4.3% | Q1 2026 | May 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 75,356 | 1,798 | 0.03% | — | 129 | +75,356 | New | Q1 2026 | Apr 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 74,707 | 1,793 | 0.0% | 0.0% | 130 | -24,991 | -25.07% | Q1 2026 | Apr 08, 2026 |
| Prospera Financial Services Inc | History | Added to | 72,535 | 1,731 | 0.03% | 0.02% | 131 | +18,950 | 35.36% | Q1 2026 | Apr 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 69,189 | 1,651 | 0.0% | 0.0% | 132 | +41,019 | 145.61% | Q1 2026 | May 15, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 67,365 | 1,608 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 66,879 | 1,596 | 0.17% | 0.17% | 134 | +2,887 | 4.51% | Q1 2026 | May 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 64,228 | 1,590 | 0.46% | 0.46% | 135 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Spire Wealth Management | History | Added to | 66,140 | 1,578 | 0.05% | 0.01% | 136 | +59,050 | 832.86% | Q1 2026 | Apr 22, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Added to | 65,805 | 1,570 | 0.17% | 0.14% | 137 | +12,000 | 22.3% | Q1 2026 | Apr 28, 2026 |
| Cerity Partners LLC | History | Added to | 65,754 | 1,569 | 0.0% | 0.0% | 138 | +40,627 | 161.69% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 65,246 | 1,557 | 0.01% | 0.01% | 139 | +125 | 0.19% | Q1 2026 | May 14, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 59,186 | 1,553 | 1.91% | 1.83% | 140 | +2,871 | 5.1% | Q1 2026 | Apr 29, 2026 |
| Holos Integrated Wealth LLC | History | New | 63,276 | 1,532 | 0.78% | — | 141 | +63,276 | New | Q1 2026 | Apr 08, 2026 |
| GWN SECURITIES INC. | History | Added to | 63,585 | 1,517 | 0.29% | 0.29% | 142 | +5,906 | 10.24% | Q1 2026 | May 14, 2026 |
| Integrity Wealth Partners, LLC | History | New | 61,758 | 1,474 | 1.33% | — | 143 | +61,758 | New | Q1 2026 | Apr 27, 2026 |
| Disciplined Investors, L.L.C. | History | Added to | 61,534 | 1,468 | 0.87% | 1.0% | 144 | +100 | 0.16% | Q1 2026 | May 12, 2026 |
| Counterweight Ventures, LLC | History | Reduced | 61,156 | 1,459 | 0.82% | 1.0% | 145 | -10,892 | -15.12% | Q1 2026 | Apr 27, 2026 |
| BlackDiamond Wealth Management, LLC | History | Reduced | 61,121 | 1,458 | 0.7% | 0.99% | 146 | -19,351 | -24.05% | Q1 2026 | May 12, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Added to | 60,896 | 1,453 | 0.45% | 0.46% | 147 | +4,115 | 7.25% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 60,791 | 1,451 | 0.02% | 0.02% | 148 | +5,064 | 9.09% | Q1 2026 | Apr 23, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Added to | 60,357 | 1,440 | 0.29% | 0.3% | 149 | +2,807 | 4.88% | Q1 2026 | Apr 09, 2026 |
| HRT FINANCIAL LP | History | Added to | 56,758 | 1,354 | 0.0% | 0.0% | 150 | +40,311 | 245.1% | Q1 2026 | May 14, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 56,354 | 1,345 | 0.1% | 0.07% | 151 | +8,990 | 18.98% | Q1 2026 | May 20, 2026 |
| Sandbox Financial Partners, LLC | History | Added to | 54,736 | 1,306 | 0.37% | 0.32% | 152 | +7,779 | 16.57% | Q1 2026 | Apr 08, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 54,044 | 1,290 | 0.1% | 0.1% | 153 | +3,845 | 7.66% | Q1 2026 | Apr 22, 2026 |
| CAP Partners, LLC | History | Added to | 51,307 | 1,224 | 0.69% | 0.66% | 154 | +3,943 | 8.32% | Q1 2026 | Apr 28, 2026 |
| Avior Wealth Management, LLC | History | Added to | 50,483 | 1,205 | 0.03% | 0.03% | 155 | +9,272 | 22.5% | Q1 2026 | Apr 09, 2026 |
| Sigma Planning Corp | History | Added to | 49,759 | 1,187 | 0.03% | 0.03% | 156 | +1,808 | 3.77% | Q1 2026 | May 04, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 49,442 | 1,180 | 0.01% | 0.05% | 157 | -117,303 | -70.35% | Q1 2026 | Apr 28, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 49,461 | 1,180 | 0.26% | 0.25% | 158 | +3,715 | 8.12% | Q1 2026 | May 13, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 47,026 | 1,122 | 0.2% | 0.07% | 160 | +31,468 | 202.26% | Q1 2026 | May 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 47,018 | 1,122 | 0.0% | 0.0% | 159 | +1,662 | 3.66% | Q1 2026 | May 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 46,603 | 1,112 | 0.01% | 0.01% | 161 | +2,759 | 6.29% | Q1 2026 | May 13, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 46,515 | 1,110 | 0.6% | 0.55% | 162 | +6,000 | 14.81% | Q1 2026 | May 12, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 46,303 | 1,105 | 0.57% | 0.59% | 163 | +960 | 2.12% | Q1 2026 | Apr 10, 2026 |
| Tandem Financial, LLC | History | New | 46,048 | 1,099 | 0.35% | — | 164 | +46,048 | New | Q1 2026 | May 08, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 43,181 | 1,030 | 0.03% | 0.02% | 165 | +20,334 | 89.0% | Q1 2026 | Apr 08, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 39,816 | 950 | 0.03% | — | 166 | +39,816 | New | Q1 2026 | May 15, 2026 |
| Maia Wealth LLC | History | Reduced | 38,655 | 922 | 0.16% | 0.16% | 168 | -597 | -1.52% | Q1 2026 | May 08, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 38,659 | 922 | 0.01% | 0.02% | 167 | +80 | 0.21% | Q1 2026 | Apr 22, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 36,797 | 911 | 0.07% | 0.07% | 169 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Owen LaRue, LLC | History | New | 38,102 | 909 | 0.35% | — | 170 | +38,102 | New | Q1 2026 | Apr 30, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 37,790 | 902 | 0.01% | 0.01% | 171 | -7,318 | -16.22% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Reduced | 37,648 | 898 | 0.0% | 0.0% | 172 | -7,982 | -17.49% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 35,234 | 841 | 0.0% | 0.0% | 173 | +952 | 2.78% | Q1 2026 | May 12, 2026 |
| Mutual Advisors, LLC | History | Reduced | 34,276 | 818 | 0.02% | 0.02% | 174 | -11,358 | -24.89% | Q1 2026 | May 01, 2026 |
| Evolution Wealth Advisors, LLC | History | Reduced | 34,050 | 812 | 0.08% | 0.09% | 175 | -2,040 | -5.65% | Q1 2026 | May 08, 2026 |
| Wealth Watch Advisors, INC | History | Reduced | 33,950 | 810 | 0.34% | 0.35% | 176 | -4,231 | -11.08% | Q1 2026 | May 15, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 33,688 | 804 | 0.02% | 0.03% | 177 | -1,403 | -4.0% | Q1 2026 | Apr 21, 2026 |
| Savvy Advisors, Inc. | History | New | 33,486 | 799 | 0.02% | — | 179 | +33,486 | New | Q1 2026 | May 11, 2026 |
| Geneva Partners, LLC | History | Added to | 33,514 | 799 | 0.38% | 0.25% | 178 | +5,174 | 18.26% | Q1 2026 | Apr 29, 2026 |
| HB Wealth Management, LLC | History | New | 33,281 | 794 | 0.01% | — | 180 | +33,281 | New | Q1 2026 | Apr 27, 2026 |
| Truvestments Capital LLC | History | No change | 33,150 | 791 | 0.14% | 0.15% | 181 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 31,903 | 761 | 0.02% | 0.02% | 182 | -1,659 | -4.94% | Q1 2026 | May 14, 2026 |
| BNC WEALTH MANAGEMENT, LLC | History | Added to | 31,182 | 744 | 0.21% | 0.17% | 183 | +3,712 | 13.51% | Q1 2026 | Apr 13, 2026 |
| Vise Technologies, Inc. | History | No change | 28,935 | 716 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Wilmar Advisors LLC | History | No change | 30,000 | 716 | 0.62% | 0.58% | 185 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Added to | 28,774 | 686 | 0.2% | 0.19% | 186 | +4,436 | 18.23% | Q1 2026 | Apr 30, 2026 |
| GTS SECURITIES LLC | History | New | 28,713 | 685 | 0.02% | — | 187 | +28,713 | New | Q1 2026 | May 14, 2026 |
| IPG Investment Advisors LLC | History | Added to | 27,800 | 663 | 0.11% | 0.08% | 188 | +8,500 | 44.04% | Q1 2026 | May 12, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 27,568 | 658 | 0.0% | 0.0% | 189 | -120 | -0.43% | Q1 2026 | May 15, 2026 |
| Runnymede Capital Advisors, Inc. | History | New | 27,227 | 649 | 0.56% | — | 190 | +27,227 | New | Q1 2026 | Apr 13, 2026 |
| Greenwich Wealth Management LLC | History | New | 27,045 | 646 | 0.03% | — | 191 | +27,045 | New | Q1 2026 | May 12, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | No change | 27,027 | 645 | 0.19% | 0.21% | 192 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Vontobel Holding Ltd. | History | New | 26,757 | 638 | 0.0% | — | 193 | +26,757 | New | Q1 2026 | May 08, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 26,674 | 636 | 0.01% | 0.03% | 194 | -56,160 | -67.8% | Q1 2026 | May 11, 2026 |
| ETF Store, Inc. | History | Added to | 26,270 | 627 | 0.61% | 0.66% | 195 | +5 | 0.02% | Q1 2026 | Apr 30, 2026 |
| XTX Topco Ltd | History | New | 25,870 | 617 | 0.01% | — | 196 | +25,870 | New | Q1 2026 | May 15, 2026 |
| Essex Financial Services, Inc. | History | No change | 24,900 | 594 | 0.03% | 0.04% | 197 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| LUTS & GREENLEIGH GROUP, INC. | History | New | 23,295 | 556 | 0.44% | — | 198 | +23,295 | New | Q1 2026 | May 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 23,184 | 553 | 0.0% | — | 199 | +23,184 | New | Q1 2026 | May 15, 2026 |
| SLT Holdings LLC | History | Reduced | 22,548 | 538 | 0.36% | 0.36% | 200 | -141 | -0.62% | Q1 2026 | Apr 21, 2026 |
| E&G Advisors, LP | History | Reduced | 21,950 | 523 | 0.12% | 0.12% | 201 | -244 | -1.1% | Q1 2026 | Apr 21, 2026 |
| MIRAE ASSET SECURITIES (USA) INC. | History | Added to | 21,479 | 512 | 0.02% | 0.01% | 202 | +13,036 | 154.4% | Q1 2026 | Apr 29, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 21,081 | 503 | 0.03% | 0.03% | 203 | -4,912 | -18.9% | Q1 2026 | Apr 28, 2026 |
| Estate Planners Group, LLC | History | Added to | 20,831 | 497 | 0.24% | 0.2% | 204 | +2,290 | 12.35% | Q1 2026 | May 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 20,555 | 493 | 0.03% | 0.04% | 205 | -550 | -2.61% | Q1 2026 | May 01, 2026 |
| Core Wealth Advisors, Inc. | History | No change | 20,599 | 491 | 0.12% | 0.13% | 206 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Riggs Asset Managment Co. Inc. | History | Reduced | 20,491 | 489 | 0.1% | 0.19% | 207 | -17,141 | -45.55% | Q1 2026 | May 11, 2026 |
| FineMark National Bank & Trust | History | No change | 19,489 | 482 | 0.02% | 0.02% | 208 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 18,872 | 450 | 0.02% | 0.01% | 209 | +8,129 | 75.67% | Q1 2026 | May 14, 2026 |
| COMMERCE BANK | History | New | 18,747 | 447 | 0.0% | — | 210 | +18,747 | New | Q1 2026 | May 11, 2026 |
| CV Advisors LLC | History | No change | 18,278 | 436 | 0.12% | 0.12% | 211 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Intrepid Financial Planning Group LLC | History | Added to | 18,069 | 431 | 0.17% | 0.16% | 212 | +1,175 | 6.96% | Q1 2026 | May 13, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 17,716 | 422 | 0.0% | — | 213 | +17,716 | New | Q1 2026 | Apr 28, 2026 |
| Maridea Wealth Management LLC | History | Added to | 17,476 | 417 | 0.06% | 0.06% | 215 | +2,144 | 13.98% | Q1 2026 | Apr 21, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 17,491 | 417 | 0.0% | 0.0% | 214 | -820 | -4.48% | Q1 2026 | May 01, 2026 |
| FIFTH THIRD BANCORP | History | New | 17,129 | 408 | 0.0% | — | 216 | +17,129 | New | Q1 2026 | May 01, 2026 |
| MATHER GROUP, LLC. | History | New | 16,550 | 395 | 0.0% | — | 217 | +16,550 | New | Q1 2026 | Apr 13, 2026 |
| Vigilare Wealth Management | History | New | 16,193 | 386 | 0.13% | — | 218 | +16,193 | New | Q1 2026 | Apr 01, 2026 |
| Keebeck Wealth Management | History | No change | 14,656 | 349 | 0.04% | 0.04% | 219 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 14,500 | 346 | 0.0% | 0.0% | 220 | +1,900 | 15.08% | Q1 2026 | May 14, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | Added to | 14,330 | 342 | 0.15% | 0.15% | 221 | +583 | 4.24% | Q1 2026 | May 13, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 14,196 | 338 | 0.16% | 0.13% | 222 | +2,191 | 18.25% | Q1 2026 | May 04, 2026 |
| AE Wealth Management LLC | History | Reduced | 14,126 | 337 | 0.0% | 0.0% | 223 | -2,825 | -16.67% | Q1 2026 | May 13, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 13,982 | 333 | 0.0% | 0.0% | 224 | -63,682 | -82.0% | Q1 2026 | May 13, 2026 |
| MBL Wealth, LLC | History | New | 13,950 | 332 | 0.03% | — | 225 | +13,950 | New | Q1 2026 | Apr 28, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 13,460 | 321 | 0.05% | 0.04% | 226 | +3,675 | 37.56% | Q1 2026 | May 13, 2026 |
| Northstar Group, Inc. | History | New | 13,200 | 315 | 0.04% | — | 227 | +13,200 | New | Q1 2026 | Apr 28, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 12,575 | 300 | 0.1% | 0.1% | 228 | +550 | 4.57% | Q1 2026 | May 04, 2026 |
| Advisory Alpha, LLC | History | Added to | 12,479 | 297 | 0.01% | 0.01% | 229 | +462 | 3.84% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 12,305 | 293 | 0.0% | 0.0% | 230 | -837 | -6.37% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 12,116 | 289 | 0.0% | 0.0% | 231 | +1,554 | 14.71% | Q1 2026 | May 15, 2026 |
| Csenge Advisory Group | History | Added to | 12,096 | 288 | 0.01% | 0.01% | 232 | +3,013 | 33.17% | Q1 2026 | Apr 30, 2026 |
| Fulcrum Equity Management | History | Reduced | 11,875 | 283 | 0.27% | 0.9% | 233 | -26,093 | -68.72% | Q1 2026 | Apr 02, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 11,875 | 283 | 0.0% | 0.01% | 234 | -400 | -3.26% | Q1 2026 | May 18, 2026 |
| IHT Wealth Management, LLC | History | New | 11,806 | 281 | 0.01% | — | 235 | +11,806 | New | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 11,493 | 274 | 0.0% | 0.0% | 236 | -1,374 | -10.68% | Q1 2026 | May 13, 2026 |
| Triumph Capital Management | History | Added to | 11,060 | 264 | 0.05% | 0.03% | 237 | +5,972 | 117.37% | Q1 2026 | May 13, 2026 |
| Revisor Wealth Management LLC | History | Reduced | 11,086 | 264 | 0.07% | 0.08% | 238 | -890 | -7.43% | Q1 2026 | Apr 27, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | Added to | 11,025 | 263 | 0.09% | 0.09% | 239 | +448 | 4.24% | Q1 2026 | Apr 14, 2026 |
| Fiduciary Planning LLC | History | Reduced | 10,714 | 255 | 0.08% | 0.09% | 240 | -1,272 | -10.61% | Q1 2026 | Apr 27, 2026 |
| DELTEC ASSET MANAGEMENT LLC | History | No change | 10,600 | 253 | 0.05% | 0.04% | 241 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 10,275 | 245 | 0.14% | — | 242 | +10,275 | New | Q1 2026 | May 12, 2026 |
| ORG Partners LLC | History | No change | 9,805 | 242 | 0.04% | 0.04% | 243 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Horrell Capital Management, Inc. | History | Reduced | 9,875 | 235 | 0.11% | 0.11% | 244 | -21 | -0.21% | Q1 2026 | Apr 30, 2026 |
| Ascentis Independent Advisors | History | New | 9,805 | 234 | 0.02% | — | 246 | +9,805 | New | Q1 2026 | Apr 28, 2026 |
| Clark Wealth Partners | History | Added to | 9,816 | 234 | 0.16% | 0.13% | 245 | +1,072 | 12.26% | Q1 2026 | May 11, 2026 |
| Cornerstone Select Advisors, LLC | History | Added to | 9,677 | 230 | 0.14% | 0.14% | 247 | +1,362 | 16.38% | Q1 2026 | May 13, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 9,559 | 228 | 0.0% | 0.0% | 248 | +198 | 2.12% | Q1 2026 | Apr 10, 2026 |
| ACORN CREEK CAPITAL LLC | History | No change | 9,580 | 228 | 0.08% | 0.09% | 249 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Quartz Partners, LLC | History | No change | 9,506 | 226 | 0.09% | 0.09% | 250 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Phoenix Financial Ltd. | History | Reduced | 9,217 | 220 | 0.0% | 0.02% | 251 | -72,913 | -88.78% | Q1 2026 | May 11, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | No change | 9,240 | 220 | 0.07% | 0.08% | 252 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 9,215 | 219 | 0.01% | — | 254 | +9,215 | New | Q1 2026 | May 11, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 9,202 | 219 | 0.04% | 0.04% | 253 | +635 | 7.41% | Q1 2026 | May 01, 2026 |
| Wealthcare Capital Partners, LLC | History | Reduced | 9,094 | 217 | 0.1% | 0.11% | 256 | -703 | -7.18% | Q1 2026 | Apr 15, 2026 |
| Xcel Wealth Management, LLC | History | Reduced | 9,115 | 217 | 0.06% | 0.06% | 255 | -17 | -0.19% | Q1 2026 | Apr 21, 2026 |
| Redhawk Wealth Advisors, Inc. | History | New | 9,087 | 216 | 0.02% | — | 257 | +9,087 | New | Q1 2026 | Apr 15, 2026 |
| Family Manage LLC | History | New | 8,851 | 211 | 0.03% | — | 258 | +8,851 | New | Q1 2026 | May 15, 2026 |
| Hamrick Investment Counsel, llc | History | New | 8,640 | 206 | 0.11% | — | 262 | +8,640 | New | Q1 2026 | May 11, 2026 |
| Kovack Advisors, Inc. | History | No change | 8,619 | 206 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 8,664 | 206 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CMG Global Holdings, LLC | History | No change | 8,660 | 206 | 0.1% | 0.09% | 261 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Vantage Financial Partners, LLC | History | No change | 8,300 | 205 | 0.04% | 0.04% | 263 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Menard Financial Group LLC | History | Reduced | 8,449 | 201 | 0.14% | 1.88% | 264 | -102,314 | -92.37% | Q1 2026 | May 14, 2026 |
| Berkeley Capital Partners, LLC | History | Reduced | 8,400 | 200 | 0.05% | 0.05% | 265 | -121 | -1.42% | Q1 2026 | May 06, 2026 |
| Arax Advisory Partners | History | Added to | 8,116 | 193 | 0.01% | 0.01% | 266 | +468 | 6.12% | Q1 2026 | May 13, 2026 |
| BOKF, NA | History | Reduced | 7,990 | 190 | 0.0% | 0.0% | 267 | -1,980 | -19.86% | Q1 2026 | May 08, 2026 |
| US BANCORP \DE\ | History | Added to | 7,439 | 177 | 0.0% | 0.0% | 268 | +225 | 3.12% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 6,368 | 157 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Global Retirement Partners, LLC | History | No change | 6,200 | 153 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BlackRock, Inc. | History | Added to | 4,780 | 114 | 0.0% | 0.0% | 271 | +1,930 | 67.72% | Q1 2026 | May 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 4,605 | 109 | 0.01% | 0.01% | 272 | -1,259 | -21.47% | Q1 2026 | Apr 13, 2026 |
| Aventura Private Wealth, LLC | History | New | 4,374 | 104 | 0.04% | — | 273 | +4,374 | New | Q1 2026 | May 05, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 4,273 | 101 | 0.01% | 0.01% | 274 | +850 | 24.83% | Q1 2026 | May 15, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | New | 4,030 | 96 | 0.1% | — | 275 | +4,030 | New | Q1 2026 | Apr 22, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 3,660 | 87 | 0.0% | 0.0% | 276 | +865 | 30.95% | Q1 2026 | May 07, 2026 |
| Ancora Advisors LLC | History | Added to | 3,593 | 85 | 0.0% | 0.0% | 277 | +78 | 2.22% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | New | 19,299 | 79 | 0.0% | — | 278 | +19,299 | New | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | New | 2,874 | 68 | 0.0% | — | 279 | +2,874 | New | Q1 2026 | Apr 07, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,500 | 61 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 2,160 | 57 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 2,202 | 52 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BARCLAYS PLC | History | New | 2,000 | 47 | 0.0% | — | 283 | +2,000 | New | Q1 2026 | May 14, 2026 |
| Berbice Capital Management LLC | History | New | 2,000 | 47 | 0.03% | — | 284 | +2,000 | New | Q1 2026 | May 06, 2026 |
| Larson Financial Group LLC | History | Added to | 1,937 | 46 | 0.0% | 0.0% | 285 | +8 | 0.41% | Q1 2026 | May 15, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 1,905 | 45 | 0.0% | — | 286 | +1,905 | New | Q1 2026 | Apr 14, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,796 | 44 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Smartleaf Asset Management LLC | History | New | 1,748 | 40 | 0.0% | — | 288 | +1,748 | New | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,400 | 33 | 0.0% | 0.0% | 289 | +400 | 40.0% | Q1 2026 | May 08, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,216 | 29 | 0.0% | 0.0% | 290 | +655 | 116.76% | Q1 2026 | Apr 17, 2026 |
| GHP Investment Advisors, Inc. | History | New | 1,100 | 26 | 0.0% | — | 291 | +1,100 | New | Q1 2026 | Apr 21, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,060 | 25 | 0.0% | 0.0% | 292 | +465 | 78.15% | Q1 2026 | May 11, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 1,050 | 25 | 0.01% | 0.02% | 293 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| West Financial Advisors, LLC | History | No change | 880 | 21 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Colonial Trust Co / SC | History | New | 814 | 18 | 0.0% | — | 295 | +814 | New | Q1 2026 | May 12, 2026 |
| MTM Investment Management, LLC | History | No change | 734 | 17 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 648 | 15 | 0.01% | — | 297 | +648 | New | Q1 2026 | Apr 20, 2026 |
| Cedar Mountain Advisors, LLC | History | Reduced | 600 | 14 | 0.0% | 0.01% | 298 | -800 | -57.14% | Q1 2026 | Apr 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 554 | 13 | 0.0% | — | 301 | +554 | New | Q1 2026 | May 15, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 569 | 13 | 0.0% | 0.0% | 300 | +104 | 22.37% | Q1 2026 | Apr 24, 2026 |