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 | Reduced | 5,442,892 | 41,039 | 0.0% | 0.0% | 1 | -1,475,532 | -21.33% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 4,777,122 | 36,019 | 0.0% | 0.0% | 2 | +254,855 | 5.64% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 4,648,791 | 35,051 | 0.01% | 0.01% | 3 | +245,746 | 5.58% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 4,399,194 | 33,169 | 0.0% | 0.01% | 4 | +84,221 | 1.95% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 4,071,964 | 30,702 | 0.01% | 0.01% | 5 | +248,042 | 6.49% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,881,952 | 21,730 | 0.0% | 0.0% | 6 | +1,751,478 | 154.93% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 2,574,651 | 19,412 | 0.0% | 0.0% | 7 | -576,795 | -18.3% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Added to | 2,279,903 | 17,190 | 0.0% | 0.0% | 8 | +26,908 | 1.19% | Q1 2026 | May 06, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 1,907,472 | 14,382 | 0.11% | 0.11% | 9 | +10,646 | 0.56% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,536,912 | 11,586 | 0.02% | 0.02% | 10 | +325,573 | 26.88% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,221,702 | 9,211 | 0.01% | 0.01% | 11 | -13,962 | -1.13% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,214,016 | 9,153 | 0.01% | 0.01% | 12 | +23,710 | 1.99% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 1,194,265 | 9,004 | 0.01% | 0.01% | 13 | +168,645 | 16.44% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 1,107,112 | 8,348 | 0.02% | 0.02% | 14 | -8,808 | -0.79% | Q1 2026 | Apr 22, 2026 |
| GREATMARK INVESTMENT PARTNERS, INC. | History | Reduced | 985,860 | 7,433 | 0.87% | 0.96% | 15 | -16,732 | -1.67% | Q1 2026 | Apr 28, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 982,812 | 7,410 | 0.15% | 0.16% | 16 | +20,859 | 2.17% | Q1 2026 | May 14, 2026 |
| Smith Asset Management Co., LLC | History | Reduced | 911,404 | 6,871 | 5.9% | 6.2% | 17 | -14,620 | -1.58% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 888,223 | 6,697 | 0.01% | 0.01% | 18 | +100,313 | 12.73% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Added to | 803,340 | 6,057 | 0.01% | 0.01% | 19 | +70,033 | 9.55% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 794,989 | 5,985 | 0.0% | 0.0% | 20 | +36,996 | 4.88% | Q1 2026 | May 15, 2026 |
| COHEN & STEERS, INC. | History | No change | 785,251 | 5,921 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 744,388 | 5,612 | 0.02% | 0.02% | 22 | +87,270 | 13.28% | Q1 2026 | Apr 30, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 669,557 | 5,048 | 0.08% | 0.11% | 23 | -148,540 | -18.16% | Q1 2026 | May 15, 2026 |
| Moors & Cabot, Inc. | History | Added to | 539,130 | 4,065 | 0.17% | 0.19% | 24 | +2,188 | 0.41% | Q1 2026 | May 08, 2026 |
| FCA CORP /TX | History | Added to | 526,494 | 3,969 | 1.12% | 1.18% | 25 | +10,817 | 2.1% | Q1 2026 | May 14, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 488,314 | 3,886 | 0.09% | 0.11% | 26 | -47,818 | -8.92% | Q1 2026 | May 04, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 489,684 | 3,692 | 0.04% | 0.05% | 27 | -12,540 | -2.5% | Q1 2026 | Apr 28, 2026 |
| Lido Advisors, LLC | History | Added to | 454,737 | 3,457 | 0.01% | 0.01% | 28 | +200 | 0.04% | Q1 2026 | May 13, 2026 |
| PROTECTIVE LIFE CORP | History | No change | 440,000 | 3,317 | 11.03% | 100.0% | 29 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 437,603 | 3,299 | 0.0% | 0.0% | 30 | -42,546 | -8.86% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 431,675 | 3,255 | 0.01% | 0.01% | 31 | +8,000 | 1.89% | Q1 2026 | Apr 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 400,398 | 3,019 | 0.0% | 0.0% | 32 | -37,234 | -8.51% | Q1 2026 | May 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 350,571 | 2,685 | 0.01% | 0.0% | 33 | -3,027 | -0.86% | Q1 2026 | Apr 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 351,622 | 2,651 | 0.01% | 0.01% | 34 | +24,701 | 7.56% | Q1 2026 | May 08, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 338,977 | 2,555 | 0.01% | 0.01% | 35 | +2,160 | 0.64% | Q1 2026 | May 05, 2026 |
| Fiera Capital Corp | History | Reduced | 329,854 | 2,487 | 0.01% | 0.01% | 36 | -16,995 | -4.9% | Q1 2026 | May 12, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 326,333 | 2,460 | 0.08% | 0.1% | 37 | -47,575 | -12.72% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 310,476 | 2,340 | 0.0% | 0.0% | 38 | -8,429 | -2.64% | Q1 2026 | May 12, 2026 |
| IBEX WEALTH ADVISORS | History | Reduced | 292,047 | 2,202 | 0.21% | 0.23% | 39 | -752 | -0.26% | Q1 2026 | Apr 30, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Reduced | 289,477 | 2,182 | 0.17% | 0.18% | 40 | -10,523 | -3.51% | Q1 2026 | May 15, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 269,938 | 2,035 | 0.03% | 0.04% | 41 | -44,792 | -14.23% | Q1 2026 | Apr 17, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 252,239 | 1,901 | 0.4% | 0.45% | 42 | -6,576 | -2.54% | Q1 2026 | May 08, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 240,022 | 1,809 | 0.01% | 0.01% | 43 | -6,598 | -2.68% | Q1 2026 | Apr 15, 2026 |
| Wealth Advisory Solutions, LLC | History | Reduced | 219,469 | 1,654 | 0.37% | 0.52% | 44 | -54,555 | -19.91% | Q1 2026 | Apr 22, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 218,363 | 1,646 | 0.06% | 0.06% | 45 | -3,981 | -1.79% | Q1 2026 | Apr 07, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 216,026 | 1,628 | 0.0% | 0.0% | 46 | -21,830 | -9.18% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 206,694 | 1,558 | 0.02% | 0.02% | 47 | +109,824 | 113.37% | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 202,659 | 1,528 | 0.01% | 0.01% | 48 | +473 | 0.23% | Q1 2026 | May 01, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 198,972 | 1,500 | 0.03% | 0.04% | 49 | +2,107 | 1.07% | Q1 2026 | May 04, 2026 |
| Wright Wealth LLC | History | Added to | 194,179 | 1,464 | 0.98% | 0.91% | 50 | +21,194 | 12.25% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Reduced | 179,290 | 1,351 | 0.01% | 0.01% | 51 | -10,337 | -5.45% | Q1 2026 | May 15, 2026 |
| Jupiter Wealth Management LLC | History | New | 168,733 | 1,346 | 0.53% | — | 52 | +168,733 | New | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 161,712 | 1,220 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| UMB Bank, n.a. | History | No change | 158,854 | 1,197 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 155,624 | 1,173 | 0.0% | 0.0% | 55 | +8,889 | 6.06% | Q1 2026 | May 05, 2026 |
| E&G Advisors, LP | History | Reduced | 153,900 | 1,159 | 0.26% | 0.29% | 56 | -4,345 | -2.75% | Q1 2026 | Apr 21, 2026 |
| Private Advisor Group, LLC | History | Reduced | 139,034 | 1,048 | 0.0% | 0.01% | 57 | -11,204 | -7.46% | Q1 2026 | Apr 24, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 137,282 | 1,035 | 0.02% | 0.02% | 58 | +13,831 | 11.2% | Q1 2026 | Apr 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 137,079 | 1,033 | 0.03% | 0.03% | 59 | +6,551 | 5.02% | Q1 2026 | Apr 29, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 115,387 | 870 | 0.03% | 0.03% | 60 | +4,033 | 3.62% | Q1 2026 | Apr 21, 2026 |
| Mission Hills Financial Advisory, LLC | History | Added to | 112,170 | 845 | 0.43% | 0.37% | 61 | +25,286 | 29.1% | Q1 2026 | May 01, 2026 |
| Advisory Services Network, LLC | History | Reduced | 109,229 | 823 | 0.01% | 0.01% | 62 | -453 | -0.41% | Q1 2026 | May 15, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 105,673 | 796 | 0.28% | 0.34% | 63 | -13,258 | -11.15% | Q1 2026 | Apr 22, 2026 |
| Cornerstone Advisory, LLC | History | No change | 104,883 | 790 | 0.07% | 0.08% | 64 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 98,708 | 779 | 0.01% | 0.04% | 65 | +350 | 0.36% | Q1 2026 | May 01, 2026 |
| Palogic Value Management, L.P. | History | No change | 100,564 | 758 | 0.32% | 0.34% | 66 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AlphaCore Capital LLC | History | Reduced | 99,111 | 753 | 0.02% | 0.02% | 68 | -2,723 | -2.67% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Reduced | 99,927 | 753 | 0.01% | 0.01% | 67 | -396 | -0.39% | Q1 2026 | Apr 27, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 99,353 | 749 | 0.0% | — | 69 | +99,353 | New | Q1 2026 | May 15, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Reduced | 97,015 | 731 | 0.42% | 0.45% | 70 | -93 | -0.1% | Q1 2026 | Apr 10, 2026 |
| Triumph Capital Management | History | Added to | 93,553 | 711 | 0.14% | 0.16% | 71 | +3,047 | 3.37% | Q1 2026 | May 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 92,933 | 700 | 0.02% | 0.02% | 72 | -740 | -0.79% | Q1 2026 | May 15, 2026 |
| StoneX Group Inc. | History | Added to | 92,101 | 699 | 0.04% | 0.03% | 73 | +14,576 | 18.8% | Q1 2026 | May 14, 2026 |
| XTX Topco Ltd | History | New | 90,392 | 681 | 0.01% | — | 74 | +90,392 | New | Q1 2026 | May 15, 2026 |
| Benchmark Investment Advisors LLC | History | New | 88,000 | 663 | 0.39% | — | 75 | +88,000 | New | Q1 2026 | May 13, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | No change | 86,571 | 652 | 0.12% | 0.13% | 76 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Waverly Advisors, LLC | History | Added to | 86,099 | 649 | 0.0% | 0.0% | 77 | +72,088 | 514.51% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 85,582 | 644 | 0.0% | 0.0% | 78 | -212 | -0.25% | Q1 2026 | May 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 85,035 | 641 | 0.01% | 0.01% | 79 | -10,389 | -10.89% | Q1 2026 | Apr 20, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 84,083 | 633 | 0.02% | 0.02% | 80 | +401 | 0.48% | Q1 2026 | May 14, 2026 |
| Abel Hall, LLC | History | Added to | 83,600 | 630 | 0.13% | 0.13% | 81 | +13,600 | 19.43% | Q1 2026 | Apr 28, 2026 |
| Prospera Financial Services Inc | History | Added to | 82,462 | 621 | 0.01% | 0.01% | 82 | +15,041 | 22.31% | Q1 2026 | Apr 14, 2026 |
| Spire Wealth Management | History | Reduced | 79,969 | 602 | 0.02% | 0.02% | 83 | -8,300 | -9.4% | Q1 2026 | Apr 22, 2026 |
| Shulman DeMeo Asset Management LLC | History | Reduced | 77,701 | 585 | 0.12% | 0.16% | 84 | -7,653 | -8.97% | Q1 2026 | Apr 09, 2026 |
| Bramshill Investments, LLC | History | Reduced | 75,329 | 567 | 0.05% | 0.03% | 85 | -476 | -0.63% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 74,508 | 561 | 0.0% | 0.0% | 86 | +24,938 | 50.31% | Q1 2026 | May 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 71,079 | 535 | 0.03% | 0.03% | 87 | +4,843 | 7.31% | Q1 2026 | May 07, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 70,860 | 534 | 0.0% | 0.0% | 88 | +60,980 | 617.21% | Q1 2026 | May 01, 2026 |
| RVW Wealth, LLC | History | No change | 70,922 | 534 | 0.04% | 0.04% | 89 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 68,970 | 520 | 0.03% | 0.03% | 90 | +34,485 | 100.0% | Q1 2026 | Apr 22, 2026 |
| COMERICA BANK | History | No change | 63,701 | 516 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 67,725 | 510 | 0.01% | 0.01% | 92 | +94 | 0.14% | Q1 2026 | May 13, 2026 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | History | Added to | 67,250 | 507 | 0.21% | 0.21% | 93 | +4,000 | 6.32% | Q1 2026 | Apr 27, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 66,984 | 505 | 0.11% | 0.12% | 94 | -764 | -1.13% | Q1 2026 | Apr 10, 2026 |
| Everstar Asset Management, LLC | History | New | 66,075 | 498 | 0.27% | — | 95 | +66,075 | New | Q1 2026 | Apr 16, 2026 |
| Live Oak Private Wealth LLC | History | No change | 65,572 | 494 | 0.07% | 0.07% | 96 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Accel Wealth Management | History | Reduced | 65,015 | 490 | 0.13% | 0.15% | 97 | -3,314 | -4.85% | Q1 2026 | Apr 08, 2026 |
| Curi Capital, LLC | History | Reduced | 60,965 | 463 | 0.01% | 0.01% | 98 | -14,648 | -19.37% | Q1 2026 | May 15, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 61,444 | 463 | 0.05% | 0.05% | 99 | +3,000 | 5.13% | Q1 2026 | Apr 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 59,402 | 447 | 0.0% | 0.0% | 100 | +24,386 | 69.64% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 56,984 | 443 | 0.03% | 0.03% | 101 | +62 | 0.11% | Q1 2026 | May 01, 2026 |
| Global Retirement Partners, LLC | History | No change | 52,594 | 426 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WEALTH EFFECTS LLC | History | New | 56,090 | 422 | 0.15% | — | 103 | +56,090 | New | Q1 2026 | Apr 21, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | No change | 55,269 | 416 | 0.12% | 0.14% | 104 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 53,452 | 403 | 0.0% | 0.0% | 105 | -2,379 | -4.26% | Q1 2026 | May 04, 2026 |
| Savvy Advisors, Inc. | History | Added to | 53,244 | 401 | 0.01% | 0.01% | 106 | +9,979 | 23.06% | Q1 2026 | May 11, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | No change | 49,025 | 389 | 0.17% | 0.17% | 107 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Onyx Financial Advisors, LLC | History | No change | 50,149 | 378 | 0.16% | 0.17% | 108 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 50,009 | 377 | 0.0% | 0.0% | 109 | -2,200 | -4.21% | Q1 2026 | May 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 51,889 | 376 | 0.02% | 0.02% | 110 | -1,041 | -1.97% | Q1 2026 | Apr 24, 2026 |
| Cottage Street Advisors LLC | History | Added to | 49,799 | 375 | 0.16% | 0.17% | 111 | +17 | 0.03% | Q1 2026 | Apr 20, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 49,680 | 374 | 0.0% | 0.0% | 112 | -15 | -0.03% | Q1 2026 | Apr 20, 2026 |
| Investmark Advisory Group LLC | History | Added to | 48,023 | 362 | 0.15% | 0.16% | 113 | +2,537 | 5.58% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 47,450 | 357 | 0.0% | 0.0% | 114 | +13,600 | 40.18% | Q1 2026 | May 15, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 46,721 | 352 | 0.04% | 0.04% | 115 | -253 | -0.54% | Q1 2026 | May 04, 2026 |
| IHT Wealth Management, LLC | History | Added to | 45,844 | 345 | 0.01% | 0.01% | 116 | +13,698 | 42.61% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 44,644 | 336 | 0.0% | 0.0% | 117 | +3,756 | 9.19% | Q1 2026 | May 07, 2026 |
| Operose Advisors LLC | History | No change | 44,465 | 335 | 0.08% | 0.08% | 118 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Sage Capital Advisors,llc | History | Added to | 43,899 | 331 | 0.08% | 0.08% | 119 | +1,706 | 4.04% | Q1 2026 | Apr 07, 2026 |
| Gridiron Partners, LLC | History | Reduced | 43,356 | 326 | 0.2% | 0.24% | 120 | -9,613 | -18.15% | Q1 2026 | Apr 13, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 42,211 | 318 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Carson Advisory Inc. | History | Reduced | 41,561 | 313 | 0.16% | 0.19% | 122 | -3,500 | -7.77% | Q1 2026 | May 07, 2026 |
| Equitable Holdings, Inc. | History | Added to | 38,221 | 306 | 0.0% | 0.0% | 123 | +9,162 | 31.53% | Q1 2026 | May 15, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 39,283 | 296 | 0.01% | 0.02% | 124 | -12,360 | -23.93% | Q1 2026 | Apr 16, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 39,045 | 294 | 0.02% | 0.02% | 125 | -318 | -0.81% | Q1 2026 | Apr 20, 2026 |
| Virtu Financial LLC | History | New | 38,097 | 287 | 0.01% | — | 126 | +38,097 | New | Q1 2026 | May 14, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 37,890 | 285 | 0.04% | 0.04% | 127 | -405 | -1.06% | Q1 2026 | May 12, 2026 |
| HRT FINANCIAL LP | History | New | 37,687 | 284 | 0.0% | — | 128 | +37,687 | New | Q1 2026 | May 14, 2026 |
| HUB Investment Partners, LLC | History | Added to | 37,578 | 283 | 0.01% | 0.01% | 129 | +13,116 | 53.62% | Q1 2026 | May 15, 2026 |
| Kovack Advisors, Inc. | History | Added to | 36,773 | 281 | 0.01% | 0.01% | 130 | +2,656 | 7.78% | Q1 2026 | May 12, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 37,182 | 280 | 0.01% | 0.01% | 131 | +5,790 | 18.44% | Q1 2026 | Apr 28, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 35,255 | 265 | 0.01% | 0.01% | 132 | +850 | 2.47% | Q1 2026 | May 11, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Reduced | 35,000 | 263 | 0.01% | 0.02% | 133 | -7,500 | -17.65% | Q1 2026 | May 12, 2026 |
| Creative Planning | History | Added to | 34,277 | 258 | 0.0% | 0.0% | 134 | +4,713 | 15.94% | Q1 2026 | May 12, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 33,069 | 249 | 0.0% | 0.0% | 135 | -3,725 | -10.12% | Q1 2026 | May 05, 2026 |
| Arkadios Wealth Advisors | History | New | 32,979 | 248 | 0.0% | — | 136 | +32,979 | New | Q1 2026 | May 18, 2026 |
| Fund Advisors of America Inc/FL | History | Reduced | 32,203 | 242 | 0.25% | 0.24% | 137 | -651 | -1.98% | Q1 2026 | May 13, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | New | 32,062 | 241 | 0.04% | — | 139 | +32,062 | New | Q1 2026 | Apr 24, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 32,014 | 241 | 0.0% | 0.0% | 138 | -1,382 | -4.14% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 31,148 | 234 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 30,719 | 231 | 0.1% | 0.11% | 141 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 30,081 | 228 | 0.01% | 0.01% | 142 | -2,174 | -6.74% | Q1 2026 | Apr 27, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 29,949 | 225 | 0.0% | 0.0% | 143 | +54 | 0.18% | Q1 2026 | Apr 23, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 27,930 | 223 | 0.02% | 0.02% | 144 | -177 | -0.63% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 28,466 | 221 | 0.0% | 0.0% | 146 | +6,766 | 31.18% | Q1 2026 | Apr 07, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 29,367 | 221 | 0.03% | 0.03% | 145 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 29,081 | 219 | 0.0% | 0.0% | 147 | -2,674 | -8.42% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 28,882 | 217 | 0.0% | 0.0% | 149 | +10,455 | 56.74% | Q1 2026 | May 05, 2026 |
| WHITTIER TRUST CO | History | Added to | 28,400 | 217 | 0.0% | 0.0% | 148 | +2,565 | 9.93% | Q1 2026 | Apr 28, 2026 |
| Advisor OS, LLC | History | Reduced | 28,785 | 217 | 0.02% | 0.02% | 150 | -705 | -2.39% | Q1 2026 | May 07, 2026 |
| Kingstone Capital Partners Texas, LLC | History | Added to | 28,578 | 215 | 0.13% | 0.12% | 151 | +2,581 | 9.93% | Q1 2026 | May 05, 2026 |
| Concord Wealth Partners | History | Added to | 28,150 | 212 | 0.03% | 0.03% | 152 | +425 | 1.53% | Q1 2026 | May 01, 2026 |
| SageGuard Financial Group, LLC | History | Added to | 27,062 | 204 | 0.03% | 0.03% | 154 | +340 | 1.27% | Q1 2026 | Apr 23, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 27,144 | 204 | 0.08% | 0.09% | 153 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Mueller Wealth, LLC | History | Added to | 26,657 | 200 | 0.16% | 0.13% | 155 | +7,470 | 38.93% | Q1 2026 | May 01, 2026 |
| Summit Financial, LLC | History | Reduced | 26,153 | 198 | 0.0% | 0.0% | 156 | -313 | -1.18% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Reduced | 25,340 | 191 | 0.0% | 0.0% | 157 | -5,838 | -18.72% | Q1 2026 | Apr 15, 2026 |
| Sigma Planning Corp | History | Reduced | 24,906 | 187 | 0.01% | 0.01% | 159 | -492 | -1.94% | Q1 2026 | May 04, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 24,921 | 187 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Closed-End Fund Advisors, Inc. | History | No change | 24,785 | 186 | 0.19% | 0.12% | 160 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Catalina Capital Group, LLC | History | Added to | 24,627 | 185 | 0.11% | 0.12% | 161 | +62 | 0.25% | Q1 2026 | Apr 23, 2026 |
| Jacobi Capital Management LLC | History | Added to | 24,475 | 184 | 0.01% | 0.01% | 163 | +4,000 | 19.54% | Q1 2026 | May 13, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 24,474 | 184 | 0.03% | 0.04% | 162 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Berger Financial Group, Inc | History | Added to | 24,344 | 183 | 0.01% | 0.01% | 164 | +165 | 0.68% | Q1 2026 | Apr 28, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 24,017 | 181 | 0.03% | 0.04% | 165 | +909 | 3.93% | Q1 2026 | May 11, 2026 |
| Western Wealth Management, LLC | History | New | 23,967 | 180 | 0.01% | — | 167 | +23,967 | New | Q1 2026 | May 19, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 23,742 | 180 | 0.0% | 0.01% | 166 | -3,882 | -14.05% | Q1 2026 | May 14, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 23,718 | 178 | 0.04% | 0.04% | 168 | +253 | 1.08% | Q1 2026 | Apr 24, 2026 |
| International Private Wealth Advisors LLC | History | Reduced | 23,531 | 177 | 0.11% | 0.12% | 169 | -858 | -3.52% | Q1 2026 | Apr 21, 2026 |
| Allworth Financial LP | History | Reduced | 23,291 | 175 | 0.0% | 0.0% | 170 | -1,580 | -6.35% | Q1 2026 | May 14, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 23,107 | 174 | 0.0% | 0.0% | 171 | +214 | 0.93% | Q1 2026 | Apr 22, 2026 |
| PFG Investments, LLC | History | Added to | 22,999 | 173 | 0.01% | 0.01% | 172 | +31 | 0.13% | Q1 2026 | Apr 27, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 22,572 | 170 | 0.06% | 0.07% | 173 | +70 | 0.31% | Q1 2026 | Apr 23, 2026 |
| Sage Capital Management, LLC | History | No change | 22,500 | 169 | 0.08% | 0.08% | 174 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| RFG Advisory, LLC | History | Added to | 22,373 | 168 | 0.0% | 0.0% | 175 | +3,506 | 18.58% | Q1 2026 | Apr 17, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 22,242 | 167 | 0.03% | 0.03% | 176 | +66 | 0.3% | Q1 2026 | May 06, 2026 |
| J. L. Bainbridge & Co., Inc. | History | Added to | 21,629 | 163 | 0.01% | 0.01% | 177 | +2,638 | 13.89% | Q1 2026 | Apr 22, 2026 |
| US BANCORP \DE\ | History | Added to | 21,521 | 162 | 0.0% | 0.0% | 178 | +7,500 | 53.49% | Q1 2026 | May 14, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 20,874 | 157 | 0.05% | 0.06% | 179 | -1,874 | -8.24% | Q1 2026 | Apr 13, 2026 |
| Valley Brook Capital Group, Inc. | History | Reduced | 20,306 | 153 | 0.1% | 0.12% | 180 | -2,690 | -11.7% | Q1 2026 | May 08, 2026 |
| DV Trading LLC | History | Reduced | 20,216 | 152 | 0.0% | 0.0% | 181 | -2 | -0.01% | Q1 2026 | May 15, 2026 |
| TSFG, LLC | History | No change | 20,222 | 152 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 19,949 | 150 | 0.0% | 0.0% | 183 | -32,862 | -62.23% | Q1 2026 | May 15, 2026 |
| Pacific Wealth Strategies Group, Inc. | History | Added to | 20,000 | 150 | 0.09% | 0.06% | 184 | +7,000 | 53.85% | Q1 2026 | May 07, 2026 |
| Vines Capital Management, LLC | History | No change | 19,913 | 150 | 0.15% | 0.16% | 185 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| WealthTrust Axiom LLC | History | No change | 19,879 | 149 | 0.04% | 0.04% | 186 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Concorde Asset Management, LLC | History | No change | 18,482 | 149 | 0.06% | 0.06% | 187 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 18,955 | 142 | 0.0% | 0.0% | 189 | +1,315 | 7.45% | Q1 2026 | May 15, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 18,952 | 142 | 0.0% | 0.01% | 188 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SageView Advisory Group, LLC | History | No change | 17,539 | 142 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Waterfront Wealth Inc. | History | Reduced | 18,792 | 141 | 0.03% | 0.03% | 191 | -1,881 | -9.1% | Q1 2026 | Apr 30, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 18,373 | 138 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BURNEY CO/ | History | No change | 18,289 | 137 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 17,887 | 134 | 0.0% | 0.0% | 194 | +116 | 0.65% | Q1 2026 | May 15, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | New | 17,577 | 132 | 0.0% | — | 196 | +17,577 | New | Q1 2026 | May 08, 2026 |
| JB Capital LLC | History | Added to | 17,632 | 132 | 0.01% | 0.01% | 195 | +64 | 0.36% | Q1 2026 | Apr 27, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 17,274 | 130 | 0.03% | 0.09% | 198 | +4,720 | 37.6% | Q1 2026 | May 12, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 16,109 | 130 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| McAlister, Sweet & Associates, Inc. | History | New | 17,191 | 129 | 0.08% | — | 199 | +17,191 | New | Q1 2026 | Apr 02, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 16,887 | 127 | 0.0% | — | 201 | +16,887 | New | Q1 2026 | May 04, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 16,956 | 127 | 0.0% | 0.0% | 200 | -946 | -5.28% | Q1 2026 | May 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 16,828 | 126 | 0.0% | — | 203 | +16,828 | New | Q1 2026 | May 15, 2026 |
| Huntleigh Advisors, Inc. | History | No change | 16,720 | 126 | 0.02% | 0.02% | 202 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 16,622 | 125 | 0.0% | 0.0% | 204 | +3,196 | 23.8% | Q1 2026 | May 06, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 16,706 | 125 | 0.01% | 0.01% | 205 | +11 | 0.07% | Q1 2026 | May 12, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 16,645 | 125 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 16,332 | 123 | 0.01% | 0.01% | 208 | +220 | 1.37% | Q1 2026 | Apr 30, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | No change | 16,426 | 123 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Advance Capital Management, Inc. | History | No change | 15,926 | 120 | 0.0% | 0.01% | 209 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| PSI Advisors, LLC | History | New | 15,861 | 119 | 0.03% | — | 211 | +15,861 | New | Q1 2026 | May 14, 2026 |
| Realta Investment Advisors | History | Added to | 15,908 | 119 | 0.04% | 0.04% | 210 | +240 | 1.53% | Q1 2026 | Apr 22, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 15,387 | 117 | 0.0% | 0.0% | 212 | +10,444 | 211.29% | Q1 2026 | Apr 28, 2026 |
| Perigon Wealth Management, LLC | History | No change | 15,312 | 115 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Argentarii, LLC | History | No change | 15,073 | 113 | 0.04% | 0.04% | 214 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Belpointe Asset Management LLC | History | No change | 14,901 | 112 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| River Wealth Advisors LLC | History | No change | 14,688 | 110 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 14,500 | 109 | 0.03% | 0.04% | 217 | +500 | 3.57% | Q1 2026 | Apr 23, 2026 |
| Post Resch Tallon Group Inc. | History | Reduced | 14,065 | 107 | 0.09% | 0.1% | 219 | -495 | -3.4% | Q1 2026 | Apr 08, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 14,193 | 107 | 0.0% | 0.01% | 218 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Royal Fund Management, LLC | History | Added to | 14,034 | 105 | 0.01% | 0.01% | 220 | +211 | 1.53% | Q1 2026 | May 19, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | New | 13,015 | 104 | 0.0% | — | 222 | +13,015 | New | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | No change | 13,843 | 104 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Asset One Wealth Management LLC | History | Reduced | 13,011 | 103 | 0.01% | 0.03% | 226 | -16,839 | -56.41% | Q1 2026 | May 12, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 13,684 | 103 | 0.01% | 0.02% | 223 | -1,678 | -10.92% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Reduced | 13,722 | 103 | 0.0% | 0.0% | 224 | -1,000 | -6.79% | Q1 2026 | May 13, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 13,705 | 103 | 0.02% | 0.03% | 225 | +33 | 0.24% | Q1 2026 | Apr 27, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 13,610 | 102 | 0.0% | 0.01% | 227 | -83,822 | -86.03% | Q1 2026 | May 15, 2026 |
| VeraBank, N.A. | History | No change | 13,658 | 102 | 0.02% | 0.02% | 228 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Tempo Wealth, LLC | History | Added to | 13,233 | 99 | 0.02% | 0.02% | 229 | +199 | 1.53% | Q1 2026 | May 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 13,018 | 98 | 0.0% | — | 231 | +13,018 | New | Q1 2026 | May 15, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 13,000 | 98 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 12,776 | 96 | 0.0% | — | 235 | +12,776 | New | Q1 2026 | May 15, 2026 |
| Aspire Growth Partners LLC | History | Added to | 12,756 | 96 | 0.07% | 0.07% | 234 | +192 | 1.53% | Q1 2026 | Apr 17, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 12,863 | 96 | 0.01% | 0.01% | 233 | +22 | 0.17% | Q1 2026 | May 01, 2026 |
| SFE Investment Counsel | History | No change | 12,816 | 96 | 0.02% | 0.02% | 232 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| WESBANCO BANK INC | History | Reduced | 12,640 | 95 | 0.0% | 0.0% | 236 | -572 | -4.33% | Q1 2026 | Apr 21, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | No change | 12,000 | 95 | 0.03% | 0.03% | 237 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 12,498 | 94 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 12,304 | 92 | 0.0% | 0.0% | 239 | +1,400 | 12.84% | Q1 2026 | Apr 24, 2026 |
| Diesslin Group, Inc. | History | Reduced | 12,256 | 92 | 0.04% | 0.04% | 240 | -272 | -2.17% | Q1 2026 | Apr 21, 2026 |
| Dakota Wealth Management | History | New | 12,092 | 91 | 0.0% | — | 243 | +12,092 | New | Q1 2026 | May 07, 2026 |
| Coastline Trust Co | History | No change | 12,143 | 91 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | No change | 12,108 | 91 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Focus Partners Wealth | History | New | 11,948 | 90 | 0.0% | — | 246 | +11,948 | New | Q1 2026 | May 14, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 12,000 | 90 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| American Financial Advisors, LLC | History | No change | 12,000 | 90 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 11,838 | 89 | 0.01% | 0.01% | 247 | -839 | -6.62% | Q1 2026 | May 15, 2026 |
| Johnson & White Wealth Management, LLC | History | Added to | 11,911 | 89 | 0.04% | 0.04% | 248 | +144 | 1.22% | Q1 2026 | Apr 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 11,609 | 88 | 0.0% | 0.0% | 249 | -8,462 | -42.16% | Q1 2026 | Apr 07, 2026 |
| Powell Investment Advisors, LLC | History | No change | 11,627 | 88 | 0.03% | 0.03% | 250 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 11,663 | 87 | 0.01% | 0.01% | 252 | +1,006 | 9.44% | Q1 2026 | May 11, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | No change | 11,653 | 87 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Certified Advisory Corp | History | Added to | 11,451 | 86 | 0.01% | 0.01% | 253 | +131 | 1.16% | Q1 2026 | Apr 17, 2026 |
| LifeSteps Financial, Inc. | History | No change | 11,520 | 86 | 0.05% | 0.06% | 254 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CWM, LLC | History | Added to | 11,345 | 85 | 0.0% | 0.0% | 255 | +2,546 | 28.94% | Q1 2026 | May 14, 2026 |
| Sunpointe, LLC | History | No change | 11,200 | 84 | 0.03% | 0.03% | 256 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | New | 10,931 | 82 | 0.0% | — | 258 | +10,931 | New | Q1 2026 | May 07, 2026 |
| BankPlus Wealth Management LLC | History | No change | 10,892 | 82 | 0.04% | 0.05% | 257 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MKT Advisors LLC | History | Reduced | 10,700 | 81 | 0.03% | 0.04% | 260 | -2,688 | -20.08% | Q1 2026 | Apr 10, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 10,005 | 81 | 0.03% | 0.03% | 259 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| W.H. Cornerstone Investments Inc. | History | Added to | 10,649 | 80 | 0.05% | 0.05% | 261 | +160 | 1.53% | Q1 2026 | Apr 28, 2026 |
| Fox Hill Wealth Management | History | No change | 10,633 | 80 | 0.04% | 0.04% | 262 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Osbon Capital Management LLC | History | New | 10,561 | 79 | 0.06% | — | 265 | +10,561 | New | Q1 2026 | May 15, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Added to | 10,538 | 79 | 0.05% | 0.06% | 263 | +158 | 1.52% | Q1 2026 | May 20, 2026 |
| Future Financial Wealth Managment LLC | History | No change | 10,000 | 79 | 0.05% | 0.05% | 264 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 10,290 | 77 | 0.04% | 0.03% | 266 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 9,645 | 72 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Anchor Investment Management, LLC | History | Added to | 9,386 | 70 | 0.01% | 0.01% | 268 | +29 | 0.31% | Q1 2026 | May 01, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 9,084 | 68 | 0.0% | 0.0% | 269 | +1,084 | 13.55% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | No change | 8,135 | 61 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| CENTRAL TRUST Co | History | No change | 7,493 | 56 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 6,668 | 50 | 0.03% | 0.04% | 272 | -2,348 | -26.04% | Q1 2026 | May 15, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 6,248 | 47 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 5,998 | 45 | 0.0% | 0.0% | 274 | +1,509 | 33.62% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | No change | 5,675 | 42 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 4,943 | 36 | 0.01% | 0.01% | 276 | -23 | -0.46% | Q1 2026 | May 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 4,483 | 36 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Opal Wealth Advisors, LLC | History | New | 4,700 | 35 | 0.01% | — | 278 | +4,700 | New | Q1 2026 | Apr 14, 2026 |
| CoreFirst Bank & Trust | History | No change | 4,197 | 34 | 0.02% | 0.02% | 279 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MATHER GROUP, LLC. | History | New | 4,039 | 30 | 0.0% | — | 281 | +4,039 | New | Q1 2026 | Apr 13, 2026 |
| Sound Income Strategies, LLC | History | No change | 3,901 | 30 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 3,749 | 28 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 3,390 | 25 | 0.0% | 0.0% | 283 | -794 | -18.98% | Q1 2026 | Apr 17, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 3,000 | 22 | 0.0% | 0.0% | 284 | -4,908 | -62.06% | Q1 2026 | May 12, 2026 |
| FNY Investment Advisers, LLC | History | New | 3,000 | 22 | 0.01% | — | 285 | +3,000 | New | Q1 2026 | Apr 15, 2026 |
| Larson Financial Group LLC | History | New | 2,765 | 20 | 0.0% | — | 286 | +2,765 | New | Q1 2026 | May 15, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 2,600 | 19 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Blue Trust, Inc. | History | No change | 2,398 | 18 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 2,228 | 16 | 0.0% | 0.0% | 289 | +999 | 81.29% | Q1 2026 | Apr 21, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,999 | 14 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Main Street Group, LTD | History | New | 1,681 | 12 | 0.0% | — | 291 | +1,681 | New | Q1 2026 | May 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 1,503 | 11 | 0.0% | 0.01% | 293 | -6,142 | -80.34% | Q1 2026 | May 11, 2026 |
| ASSETMARK, INC | History | Reduced | 1,513 | 11 | 0.0% | 0.0% | 292 | -200 | -11.68% | Q1 2026 | May 06, 2026 |
| Citizens National Bank Trust Department | History | No change | 1,400 | 10 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 1,249 | 10 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,154 | 8 | 0.0% | 0.0% | 296 | -2,000 | -63.41% | Q1 2026 | May 08, 2026 |
| Russell Investments Group, Ltd. | History | No change | 976 | 7 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SWAN Capital LLC | History | No change | 995 | 7 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HFM Investment Advisors, LLC | History | No change | 1,043 | 7 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 902 | 6 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |