Nuveen Preferred & Income Opportunities Fund - JPC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 5,655,933 | 44,568 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 5,038,736 | 39,705 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 4,690,122 | 36,958 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 4,361,872 | 34,371 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 4,146,808 | 32,676 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,914,736 | 22,968 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 2,704,154 | 21,308 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 2,411,543 | 19,002 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 1,692,635 | 13,337 | 0.08% | 0.08% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 1,552,780 | 12,235 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,365,893 | 10,763 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 1,222,486 | 9,633 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cerity Partners LLC | History | No change | 1,217,956 | 9,597 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 1,107,404 | 8,726 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GREATMARK INVESTMENT PARTNERS, INC. | History | No change | 973,962 | 7,674 | 0.85% | 0.85% | 15 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MGO ONE SEVEN LLC | History | No change | 956,230 | 7,535 | 0.12% | 0.12% | 16 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 895,417 | 7,055 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Smith Asset Management Co., LLC | History | No change | 890,862 | 7,019 | 5.52% | 5.52% | 18 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Cetera Investment Advisers | History | No change | 833,198 | 6,565 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 825,013 | 6,501 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COHEN & STEERS, INC. | History | No change | 785,251 | 6,188 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 759,329 | 5,983 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FCA CORP /TX | History | No change | 554,077 | 4,366 | 1.08% | 1.08% | 23 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Moors & Cabot, Inc. | History | No change | 544,903 | 4,293 | 0.17% | 0.17% | 24 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 479,664 | 3,779 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 476,950 | 3,758 | 0.04% | 0.04% | 26 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Lido Advisors, LLC | History | No change | 454,537 | 3,610 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 463,127 | 3,566 | 0.07% | 0.07% | 28 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Advisors Asset Management, Inc. | History | No change | 447,769 | 3,528 | 0.05% | 0.05% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PROTECTIVE LIFE CORP | History | No change | 440,000 | 3,467 | 24.77% | 24.77% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 391,171 | 3,082 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 383,696 | 3,023 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 378,615 | 2,987 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 377,548 | 2,975 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 350,000 | 2,758 | 0.2% | 0.2% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fiera Capital Corp | History | No change | 341,744 | 2,692 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sanctuary Advisors, LLC | History | No change | 316,545 | 2,494 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 302,561 | 2,384 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IBEX WEALTH ADVISORS | History | No change | 288,992 | 2,277 | 0.18% | 0.18% | 39 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wealth Advisory Solutions, LLC | History | No change | 261,844 | 2,063 | 0.42% | 0.42% | 40 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| DAVENPORT & Co LLC | History | No change | 241,523 | 1,903 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MSH Capital Advisors LLC | History | No change | 240,963 | 1,898 | 0.33% | 0.33% | 42 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Investment Advisors, LLC | History | No change | 236,459 | 1,863 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mission Hills Financial Advisory, LLC | History | No change | 226,584 | 1,785 | 0.78% | 0.78% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | No change | 222,698 | 1,754 | 0.05% | 0.05% | 45 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 215,674 | 1,699 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wright Wealth LLC | History | No change | 210,089 | 1,655 | 0.99% | 0.99% | 47 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 202,041 | 1,592 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XTX Topco Ltd | History | No change | 202,045 | 1,592 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Advisors, LLC | History | No change | 199,488 | 1,571 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 186,542 | 1,469 | 0.03% | 0.03% | 51 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| &PARTNERS | History | No change | 178,942 | 1,410 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UMB Bank, n.a. | History | No change | 174,854 | 1,377 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jupiter Wealth Management LLC | History | No change | 168,733 | 1,329 | 0.53% | 0.53% | 54 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 161,712 | 1,274 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 157,446 | 1,240 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 154,859 | 1,220 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| E&G Advisors, LLC | History | No change | 153,251 | 1,206 | 0.23% | 0.23% | 58 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 141,288 | 1,113 | 0.03% | 0.03% | 59 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Private Advisor Group, LLC | History | No change | 139,246 | 1,097 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 137,079 | 1,080 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 133,224 | 1,049 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| AlphaCore Capital LLC | History | No change | 130,543 | 1,036 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| StoneX Group Inc. | History | No change | 129,640 | 1,028 | 0.04% | 0.04% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bramshill Investments, LLC | History | No change | 126,165 | 994 | 0.08% | 0.08% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 119,264 | 940 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 110,331 | 869 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Advisory Services Network, LLC | History | No change | 106,429 | 838 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cornerstone Advisory, LLC | History | No change | 104,883 | 826 | 0.07% | 0.07% | 69 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Triumph Capital Management | History | No change | 103,070 | 812 | 0.15% | 0.15% | 70 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | No change | 101,328 | 798 | 0.22% | 0.22% | 71 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Palogic Value Management, L.P. | History | No change | 100,564 | 792 | 0.26% | 0.26% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversify Advisory Services, LLC | History | No change | 99,591 | 765 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 99,591 | 765 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 96,899 | 763 | 0.41% | 0.41% | 75 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Benchmark Investment Advisors LLC | History | No change | 88,000 | 693 | 0.3% | 0.3% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Spire Wealth Management | History | No change | 87,837 | 692 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Shaker Financial Services, LLC | History | No change | 87,000 | 689 | 0.22% | 0.22% | 78 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | No change | 86,571 | 682 | 0.11% | 0.11% | 79 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Abel Hall, LLC | History | No change | 83,600 | 658 | 0.11% | 0.11% | 80 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 83,222 | 655 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Prospera Financial Services Inc | History | No change | 82,625 | 651 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 80,967 | 638 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Shulman DeMeo Asset Management LLC | History | No change | 77,280 | 608 | 0.11% | 0.11% | 84 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Samalin Investment Counsel, LLC | History | No change | 74,884 | 590 | 0.18% | 0.18% | 85 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pathstone Holdings, LLC | History | No change | 74,508 | 587 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | No change | 73,658 | 580 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 71,105 | 560 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RVW Wealth, LLC | History | No change | 70,922 | 558 | 0.04% | 0.04% | 89 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | History | No change | 69,250 | 545 | 0.19% | 0.19% | 90 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Arax Advisory Partners | History | No change | 69,092 | 544 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 67,977 | 535 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mariner, LLC | History | No change | 67,074 | 528 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kingsbury Capital Investment Advisors LLC | History | No change | 65,897 | 519 | 0.44% | 0.44% | 94 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| KMT WEALTH MANAGEMENT, LLC | History | No change | 65,897 | 519 | 0.44% | 0.44% | 95 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Live Oak Private Wealth LLC | History | No change | 65,572 | 516 | 0.06% | 0.06% | 96 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Everstar Asset Management, LLC | History | No change | 64,911 | 511 | 0.25% | 0.25% | 97 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 64,859 | 508 | 0.03% | 0.03% | 98 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 63,120 | 497 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Accel Wealth Management | History | No change | 61,818 | 487 | 0.11% | 0.11% | 100 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 61,444 | 484 | 0.03% | 0.03% | 101 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Centurion Wealth Management LLC | History | No change | 58,732 | 462 | 0.11% | 0.11% | 102 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 57,103 | 449 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH EFFECTS LLC | History | No change | 56,090 | 441 | 0.12% | 0.12% | 104 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 55,306 | 435 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | No change | 55,269 | 435 | 0.11% | 0.11% | 106 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 54,009 | 425 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Core Wealth Partners LLC | History | No change | 53,224 | 419 | 0.18% | 0.18% | 108 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 53,132 | 418 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 51,889 | 407 | 0.02% | 0.02% | 110 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 51,605 | 406 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cottage Street Advisors LLC | History | No change | 50,771 | 400 | 0.15% | 0.15% | 112 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Onyx Financial Advisors, LLC | History | No change | 50,149 | 395 | 0.14% | 0.14% | 113 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Investmark Advisory Group LLC | History | No change | 48,287 | 380 | 0.14% | 0.14% | 114 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 47,502 | 374 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Savvy Advisors, Inc. | History | No change | 47,041 | 370 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HRT FINANCIAL LP | History | No change | 45,587 | 359 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sage Capital Advisors,llc | History | No change | 44,691 | 352 | 0.07% | 0.07% | 118 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Operose Advisors LLC | History | No change | 44,465 | 350 | 0.07% | 0.07% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advance Capital Management, Inc. | History | No change | 42,681 | 336 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NWF Advisory Services Inc. | History | No change | 42,721 | 336 | 0.03% | 0.03% | 121 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Global Retirement Partners, LLC | History | No change | 42,204 | 332 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Carson Advisory Inc. | History | No change | 41,561 | 327 | 0.15% | 0.15% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IHT Wealth Management, LLC | History | No change | 41,102 | 323 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Curi Capital, LLC | History | No change | 40,346 | 320 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 39,903 | 314 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| FIRST MERCHANTS CORP | History | No change | 39,283 | 309 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Clear Street Group Inc. | History | No change | 39,016 | 307 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WHITTIER TRUST CO | History | No change | 37,532 | 294 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 37,182 | 292 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 36,305 | 286 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HUB Investment Partners, LLC | History | No change | 36,389 | 286 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 37,890 | 285 | 0.04% | 0.04% | 133 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 36,035 | 283 | 0.02% | 0.02% | 134 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | No change | 35,000 | 275 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 34,405 | 271 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 34,258 | 269 | 0.03% | 0.03% | 137 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Fund Advisors of America Inc/FL | History | No change | 32,903 | 259 | 0.24% | 0.24% | 138 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | No change | 32,000 | 252 | 0.03% | 0.03% | 139 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Baird Financial Group, Inc. | History | No change | 32,014 | 252 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kovack Advisors, Inc. | History | No change | 32,082 | 251 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Concord Wealth Partners | History | No change | 31,296 | 246 | 0.03% | 0.03% | 142 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| M Holdings Securities, Inc. | History | No change | 31,161 | 245 | 0.03% | 0.03% | 143 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 31,089 | 244 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 30,609 | 243 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 30,719 | 242 | 0.09% | 0.09% | 146 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 30,609 | 241 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J. L. Bainbridge & Co., Inc. | History | No change | 30,571 | 240 | 0.02% | 0.02% | 148 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Marex Group Ltd | History | No change | 30,000 | 236 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER & CO INC | History | No change | 29,877 | 235 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| McAlister, Sweet & Associates, Inc. | History | No change | 29,583 | 233 | 0.12% | 0.12% | 151 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 29,367 | 231 | 0.03% | 0.03% | 152 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 28,563 | 225 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Farther Finance Advisors, LLC | History | No change | 28,264 | 222 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Mueller Wealth, LLC | History | No change | 28,255 | 222 | 0.15% | 0.15% | 155 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Advisor OS, LLC | History | No change | 27,802 | 219 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SageGuard Financial Group, LLC | History | No change | 27,604 | 217 | 0.03% | 0.03% | 157 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 27,262 | 214 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 27,144 | 213 | 0.08% | 0.08% | 159 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Jacobi Capital Management LLC | History | No change | 26,550 | 209 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| World Investment Advisors | History | No change | 27,191 | 208 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | No change | 26,144 | 206 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 26,244 | 206 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 24,921 | 196 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Summit Financial, LLC | History | No change | 24,611 | 195 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Closed-End Fund Advisors, Inc. | History | No change | 24,785 | 195 | 0.19% | 0.19% | 166 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sigma Planning Corp | History | No change | 24,728 | 194 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Berger Financial Group, Inc | History | No change | 24,565 | 193 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 24,474 | 192 | 0.03% | 0.03% | 169 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Merit Financial Group, LLC | History | No change | 24,468 | 192 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| RFG Advisory, LLC | History | No change | 24,434 | 192 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| US BANCORP \DE\ | History | No change | 24,262 | 191 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Apollon Wealth Management, LLC | History | No change | 24,143 | 190 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 24,008 | 189 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Founders Financial Alliance, LLC | History | No change | 24,056 | 189 | 0.03% | 0.03% | 175 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| International Private Wealth Advisors LLC | History | No change | 24,089 | 189 | 0.1% | 0.1% | 176 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 22,692 | 178 | 0.06% | 0.06% | 177 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sage Capital Management, LLC | History | No change | 22,500 | 177 | 0.07% | 0.07% | 178 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| EP Wealth Advisors, LLC | History | No change | 22,146 | 174 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PFG Investments, LLC | History | No change | 21,305 | 167 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Tyche Wealth Partners LLC | History | No change | 21,273 | 167 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Gridiron Partners, LLC | History | No change | 21,023 | 165 | 0.09% | 0.09% | 182 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 20,874 | 164 | 0.04% | 0.04% | 183 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Western Wealth Management, LLC | History | No change | 20,347 | 160 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DV Trading LLC | History | No change | 20,216 | 159 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TSFG, LLC | History | No change | 20,222 | 159 | 0.02% | 0.02% | 186 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Pacific Wealth Strategies Group, Inc. | History | No change | 20,000 | 157 | 0.09% | 0.09% | 187 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WealthTrust Axiom LLC | History | No change | 19,879 | 156 | 0.03% | 0.03% | 188 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vines Capital Management, LLC | History | No change | 19,913 | 156 | 0.13% | 0.13% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 18,952 | 149 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| SIGNATUREFD, LLC | History | No change | 18,527 | 145 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 18,373 | 144 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 18,038 | 142 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 18,042 | 142 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| CreativeOne Wealth, LLC | History | No change | 18,079 | 142 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Valley Brook Capital Group, Inc. | History | No change | 17,909 | 141 | 0.08% | 0.08% | 196 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Waterfront Wealth Inc. | History | No change | 17,808 | 140 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| JB Capital LLC | History | No change | 17,736 | 139 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 17,577 | 138 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clearstead Advisors, LLC | History | No change | 17,367 | 136 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 17,131 | 134 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 16,998 | 133 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Huntleigh Advisors, Inc. | History | No change | 16,720 | 131 | 0.02% | 0.02% | 203 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 16,682 | 131 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 16,724 | 131 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 16,645 | 131 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | No change | 16,426 | 129 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 16,411 | 129 | 0.02% | 0.02% | 208 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Realta Investment Advisors | History | No change | 16,295 | 128 | 0.04% | 0.04% | 209 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BURNEY CO/ | History | No change | 16,148 | 127 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 16,035 | 126 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Quantinno Capital Management LP | History | No change | 15,720 | 123 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Snowden Capital Advisors LLC | History | No change | 15,202 | 119 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 15,081 | 118 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| River Wealth Advisors LLC | History | No change | 14,688 | 115 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Etesian Wealth Advisors, Inc. | History | No change | 14,500 | 114 | 0.03% | 0.03% | 216 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 14,392 | 113 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PSI Advisors, LLC | History | No change | 14,411 | 113 | 0.03% | 0.03% | 218 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Perigon Wealth Management, LLC | History | No change | 14,302 | 112 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 14,193 | 111 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Post Resch Tallon Group Inc. | History | No change | 14,065 | 110 | 0.08% | 0.08% | 221 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| IEQ CAPITAL, LLC | History | No change | 13,843 | 109 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Beacon Financial Advisory LLC | History | No change | 13,814 | 108 | 0.02% | 0.02% | 223 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Focus Partners Wealth | History | No change | 13,547 | 107 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | No change | 13,631 | 107 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VeraBank, N.A. | History | No change | 13,658 | 107 | 0.02% | 0.02% | 226 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bank of New York Mellon Corp | History | No change | 13,540 | 106 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| First Heartland Consultants, Inc. | History | No change | 13,428 | 105 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Tempo Wealth, LLC | History | No change | 13,341 | 105 | 0.02% | 0.02% | 229 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wagner Wealth Management, LLC | History | No change | 13,244 | 104 | 0.02% | 0.02% | 230 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WESBANCO BANK INC | History | No change | 13,022 | 102 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MAI Capital Management | History | No change | 12,976 | 102 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SMITH SHELLNUT WILSON LLC /ADV | History | No change | 12,855 | 101 | 0.04% | 0.04% | 233 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| 180 WEALTH ADVISORS, LLC | History | No change | 12,897 | 101 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| SFE Investment Counsel | History | No change | 12,816 | 100 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 12,688 | 99 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 12,498 | 98 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Diesslin Group, Inc. | History | No change | 12,501 | 98 | 0.04% | 0.04% | 238 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| LifeSteps Financial, Inc. | History | No change | 12,320 | 97 | 0.05% | 0.05% | 239 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Powell Investment Advisors, LLC | History | No change | 12,284 | 97 | 0.03% | 0.03% | 240 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 12,304 | 96 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Dakota Wealth Management | History | No change | 12,236 | 96 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aspire Growth Partners LLC | History | No change | 12,226 | 96 | 0.06% | 0.06% | 243 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | No change | 12,108 | 95 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| IFG Advisory, LLC | History | No change | 12,090 | 95 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 12,076 | 95 | 0.04% | 0.04% | 246 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Johnson & White Wealth Management, LLC | History | No change | 12,159 | 95 | 0.04% | 0.04% | 247 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 12,000 | 94 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Virtu Financial LLC | History | No change | 11,967 | 94 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| American Financial Advisors, LLC | History | No change | 12,000 | 94 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | No change | 12,000 | 93 | 0.03% | 0.03% | 251 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Tradition Wealth Management, LLC | History | No change | 11,838 | 93 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 11,685 | 92 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 11,561 | 91 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | No change | 11,653 | 91 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Certified Advisory Corp | History | No change | 11,661 | 91 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Fox Hill Wealth Management | History | No change | 11,669 | 91 | 0.04% | 0.04% | 257 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 10,994 | 86 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEIGH BALDWIN & CO., LLC | History | No change | 10,794 | 85 | 0.05% | 0.05% | 259 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| W.H. Cornerstone Investments Inc. | History | No change | 10,904 | 85 | 0.05% | 0.05% | 260 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BankPlus Wealth Management LLC | History | No change | 10,892 | 85 | 0.04% | 0.04% | 261 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Coastline Trust Co | History | No change | 12,143 | 82 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| NewEdge Wealth, LLC | History | No change | 10,077 | 79 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Southeast Asset Advisors, LLC | History | No change | 10,000 | 78 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 10,005 | 78 | 0.02% | 0.02% | 265 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Future Financial Wealth Managment LLC | History | No change | 10,000 | 77 | 0.05% | 0.05% | 266 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 9,645 | 76 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Anchor Investment Management, LLC | History | No change | 9,434 | 74 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 9,000 | 70 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 7,847 | 61 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CENTRAL TRUST Co | History | No change | 7,493 | 59 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 6,668 | 52 | 0.02% | 0.02% | 272 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 6,248 | 49 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Quantum Portfolio Management LLC | History | No change | 6,341 | 49 | 0.02% | 0.02% | 274 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BESSEMER GROUP INC | History | No change | 6,000 | 47 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MATHER GROUP, LLC. | History | No change | 5,222 | 41 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 5,002 | 40 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CoreFirst Bank & Trust | History | No change | 4,197 | 33 | 0.02% | 0.02% | 278 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 3,749 | 29 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AdvisorNet Financial, Inc | History | No change | 3,452 | 27 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 3,000 | 23 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FNY Investment Advisers, LLC | History | No change | 3,000 | 23 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Russell Investments Group, Ltd. | History | No change | 2,893 | 22 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quent Capital, LLC | History | No change | 2,700 | 21 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 2,600 | 20 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 2,569 | 20 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aventura Private Wealth, LLC | History | No change | 2,564 | 20 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Blue Trust, Inc. | History | No change | 2,398 | 18 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Regatta Research & Money Management | History | No change | 2,171 | 17 | 0.02% | 0.02% | 289 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 1,991 | 15 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,999 | 15 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 2,018 | 15 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,654 | 13 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Johnson Financial Group, Inc. | History | No change | 1,705 | 13 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Main Street Group, LTD | History | No change | 1,681 | 13 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,500 | 11 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ASSETMARK, INC | History | No change | 1,521 | 11 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 1,503 | 11 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Citizens National Bank Trust Department | History | No change | 1,400 | 11 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,154 | 9 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |